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HomeMy WebLinkAboutOC1968-0897 - ESTATE OF SKIRCHAKFonn for Guardian or Trustee 'rtttion ~ur !\uiltt ~u.,IDqr (@rpl1uus 9 (ttqurl of lIusQingtou aIounty , J ANDREW'SKIRCHAK;Estate of.:. ...........!?~~.~.7..~:...f..'J..~.~hd.{Kl{t... For :_.. ~incompetent-~XiMMiX Dateof~~guardianship O'c.t.o.b~.r 6 1.9..6.7... If there have been former accounts filed in this estate',list: Filed at No ~.?.?.of 196.~:. ..Mellon National Bank andFIducIary .. Trust·Company,Guardian.__. Place o~record No.295 of 1967 o.C.ofofappolntment._.. Washington County Reason for filing this account...·.Q.~~!~..~.~!~.~.~~P..~.~~~~.!!.M~.y..:.?.~~.?..?..~. All persons having any interest,vested or contingent (including claimants)I in the fund -now·before the Court, with the nature of their interests are:. Samuel C.Slifka,·Executor Esta.te of Andrew Skirchak,Deceased -Entire Fund ~r ~r ,..,~;~.~~._I \....._1 ~.)(~.~\ ...,,""-::--....... .. All of said parties have received notice as required by the Court Rules except as follows:None The fund now before the Court is subject to the following taxes:'.None .~......,.'......."-- Set forth any legal problems requiring adjudication by the Court or difficulties that mu'st be met in distributio:J.: .~r ...t;.i: \_r .... -., ......, rj,T-r ......n-.: NOIJ.e. ..(.- "- J ) .ll'T ,"• I)T'" ...I.,)"\ )\ r"•,..' .,':'.tt- .".,. Balance for distribution pe~account, Additional debits not shown-in account: (Indicate whether income or principal) .Principal: Withdrawal of monies deposited at interest Carrying valu,e Withdrawal of monies deposited at interest Carrying value Income: Interest on monies deposited ·at interest 4/1/68 to 6/27/68 ••• Principal Income $7,000.00 7,000.00 700.00 700.00 Total additional debits $1.J..9..J.:1:.•..5..Z .. $~.~.:.. -0- -0- 7Z.45 $??~..~.?. Additional credits not shown in account: (Indicate whether income or principal) .Principal: Register of W~lls.-Co~t of filing First and Final Account Income: .Accountant's compensation $15.00 4.35 Balance for distribution Total additional credits Principal $1.~.9.19.5.Z .. Income $Q.e.,..lQ . Total $...!...~..?~.?~?..?~.. $~9.35...................................... If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is a distribution account,file elections to take in kind for all items so listed: .Samuel C.Slifka,Execu;tor Estate of Andrew Skirchak -Advancement~..) Cash· .. T ~..,) ... $5,783.89 2,203.73 $7,987.62 .~.._.~- a Set ~orth accountan~s suggestion as to manner and form of distribution to be made,awards to be stated in pro- portIOns unless specIfic amounts or items are designated by instrument under which estate is being distributed: Accountant respectfully requests your Honorable Court to award balances, Principaland.lncome,to Samuel C.Slifka,Executor·Estate of Andrew Skirchak,-Deceased,with credit to be given for'advancement as shown and further requests discharge as Guardian. -, r. " '.-'" COUNTY OF WASHINGTON, COMMONWEALTH.OF PENNSYLVANIA,~SS And your petitioner will ever pray,etc. Mellon National Bank and Trust Company, .G.~.r..g,i~.p..;.~.l?~J~9.LA.~g.~.~.~~!~h~~.. .~.y.;..•.~..~LfDt.c=_. The above named Fiduciary or representative thereof, being duly .5JN..o.r.n doth depose and say that the facts set forth ~,the foregoing petition are true to the best of its knowledge and belief. .........~.~g.!.~_to and subscribed before me This ~.~.~,day of ~~~..1~6.~..,.')"·..V··..··:·..·....,,·..·..··..:· Signatur;:of'Office;.b !.??.:..i~x~.. ....y,....-......~-.... Title ~l Oa:ic;r:...:...:::J~'?.~.~.!..y ...~~~.~~.~....._...........................\l1l'o\iC •fY...-ej;.it-~t)'-"'j \la·Office expires ;.J:!.~..L1..1.~_:¥.~~~:;f:~Il\\~· .~'.•..j -~.'ljb·~W;i\i\\\','~·-I:.'/.Ql1e ,•-:-.'s~Rt·'\~\t)I\,'l'.1lll'iSS1t)\\1.91\),tlas\\l.~'j \,o':I>el \1\,oc\O Trust Officer l· J ., -',...'. .J • J ,) .) '. 'ptitian ~1tr Att~it IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ~.9..7..of 196 ~. ESTATE OF ANPR~.w s..Kl.R.C..HAK .. Deceased•................................................................................................................................... FOR :.. ····~·i~·~~;;:;p~t~;;:i:~iHii··..· ·.. ...M~.n.9..p.,...N~.t.i..9..p.,~.l....:a..~.P.:k...~.P.:g...T.t.J!.!?.t.. -Company.Guardian ~­(~~.'-'~' Counsel for the accoWltant shall ~submit herewith the followfu&?if pei'ti;nent:~.:u;-v -~"'-'~~(~«'L Will or trust instrl1ment-attested._ 2.Inventory.~~:-:i5 r"':': 3.Signed electionsLof:,,.items to be taken in kind- if distribution ae,c:;dilot.:-n;''''J 4.Stipulation or c;:eit}ficat:e:::bY mino'r!approving account.;-(3 .'0 5.Praecipe for tho"5~represeht1d. 6.Brief-for any question of'law raised...... Paul P.Posa t:l ..Q.!..~.~.p.J~.~..I.....R;;i.~.m:ng,P."......P.~x.r.J£.9.....&....P.9..!?a .'Counsel for accountant. ~2 ., ,'J .~~ ~ ,.. l 1'I_~\',t~ r II',f, I / I I,1/j i' STATE OF PENNSYLVANIA,f SS: COUNTY OF WASHINGTON, Personally appeared before me the undersigned authority AdieW.Oft.Ttut.Officer• ..............~~~~..~~~..~~;:~~:..~.~.~.!.~..g.~~~~y..:;.. guardian of the estate of ~~~~!!...$~~~~L:'-~..~.~.P.!:~~;.. usn ,who being duly sworn,deposes and says that the following is a true and correct Inventory and Stat~­ ment of the personal and real property which are of the estate of the above named minor ..~~£..:~;:::f".:.'.;.:::;:.~:~:~e,~:.gt:':'.) /s/Russell Marino )· · · · · ·Ci~·~k..~'f..O;ph~~~;..·U;~~:t:·: .............................!.~.I../j;.!..~~.~Y:!..:Q~~. Tntat orfice~ I(I • Dollars,CentE . 9.000 00 being ~laftc:eof e.erow ac.c:otmt .., .' II II 114 00 ... 2.29'1 81··~ NOTE-If real estate,give street and number,Ward,of City,Borough or Township,and County,and reference to Deed,Mortgage,Volume and Page. If cash in !bank,give name of same.$IZ.011 81 \".:. "'11 " ., No ~?.!..9.J.J9..~1;~~~.~:,~.. In Re Estate of ANDltS\VSKlRCHAK,".·.··,U ,U••••U . .......................!.~..~~~!~~~!~~. ~ GUARDIAN'S INVENTORY AND STATEMENT Fee $..~..~..Q.Q .. Filed J.~.~~~.r.y.~.I :,19§.~. GnltSNlJSE.1UC~.D£aalCO....··:&..POSA..·..· · · · ·..·..·A·tt~~~·~·;:·. ~'2 ,..... .' ~ , _------.J .' .:.,MELLOW NATIONAL BABK AND TRUST COUPAl! Washington Office 40 South Main street Washington.Pennsylvania 15301 : July 1.1968 \ '\ .-\ .our acco~t for you informatloa.If ,UJ:II..-t'S':&JI~let ue know. Ouardian Eatate of Andrew5,t:Ii~~a Deal'Mr.SUflra: \as guardian in the Offi~e of dQjf~Vania.This a.c.:ount hal been ,r ,Audit in th._Orphans'CQuJ1 l~~ulia..om~time during the au rnay be pre••nt 01'repre. I'of JUDe 20.orney Greenlee had -.ubmitted a nit of known claima , our eatate Watratlon and bad sUI••ated our *,dvaucement of fand. at the p eut tim the amount of $5.783.8'.I am pleued to advi.e that "'" our Com .approved our req~e.t andoa~voucher in thia amount Will I be mailed to Attorney Greenlee within the nest few days.Obvioatly.that \ youcher will be drawn fram the pre.ent balance•.•tated in the accouati there·\\fore.the remainlnl balance,will be .ametbmg Ireater than $2.000.j !I Mr.&amuel C.SUfka Executor Eata-to of Andrew Stircbak c/o Greenlee.Richman,Derrico It P05a Wa1hin,ton Trust ~ulldina Waahington.Pemaylv&nia 15301 Very truly your., ,, AWO:jhm Encloauro cc:S.E.Murphy.Eaquire MELLON NATIONAL BANK AND TRUST COMPANY Washington Office 40 South Main Street Washington.Penns~lvania 15301 July 1.19~8 , i \ !If \ .\ Guardian :Estate of Andrew S 'it Dear Mr.Slifka: .:., "J ntlm.;oed ~o'"':-.,.OU~ac~o~t £01,"your information. xn;.r-'Ii~a.s~1~1{U$,:kRo,~.~\ :;.~..'.'1:-..\\ orney Gre~~l~~bad!~~"mitteda list of known c~aims\\ ,,i'niatration a,.nd}lad'~lu.g$e~tedouradvaneernent of fumie. at'thepent ti.",....A'>'I the amount of·$~.7i83~i8~.I am pleanged to advise fbat i'>'. our Comm'"approved ()\1lt'te:~~estartP!,ur''Voucbe,r in this amo:unt ~ll \,:';\, be maUedto Attorney Greenlee within the ne~£e:w days.Obvieusly"that'j \. ~ueht'r Will be drawn fl".Qm t~p~eseDt ~l$~¢:es stated in the account.there!-,f'\. fore,the remaining ba1an~e,.willbe som~thi~i\gr'eaterthan $2.000.I ',',\\ "I ','J~ Mr.Samue,lC.5lifka Executor ElJta,t~of Andre~Skif'chak c/o Greenlee~'Richman,Oerrico &PQea Was,hington Trust Building ·W~sbington.Pennsylvama 15301 Vi e have .today filed,Ollr First.and Fina the Regider of \'i115 of W PerroiQY1' assig,ned No.89'1 of 19' aoom at the (;OUT·t Ho week beginning AiQnda sented by counsel at d ",.~" Very j~u1:y'yours, a)'td&-~~$ficer ", i, 1 \ \\~,I AWO:jbin EIlc:1os\Ire cc:S.E.Mupby,Esquire j IN THE ORPHANS'COURT OF WASHINGTON COrNTY,.PENNSYLVANIA %fl'7'-/~P'Y.. NO.295 of 1967 . ESTATE OF ANDREW SKIRCHAK,INCOMPETENT FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY. GUARDIAN June 13,1968 SUM MAR Y SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page 2 $12,011 81 Disbursements Page 3 . Amount transferred to Income- Personalty for payments SCHEDULE "B" INCOME-PERSONALTY $3,284.97 792.32 Balance 4 077 29 $7,934 52 Receipts Page 4 Amount transferred from Principal-Personalty Disb".1rsements Page 4 -$200.72 7Q2.32 Balance $993 04 993 04 000 00 HKR:aat NET'BALANCE ,Balance consists of the following: PRINCIPAL-PERSONALTY Deposited at Interest in Mellon Bank Cash $7,934 52 $7,700 00 234 52 $7,934 52 SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts 1968 Jan.2 Inventory filed 1967 Conversion of Assets Without Gain or Loss Dec.14 Payment in full of mortgage of Willa M.Dunn $9,000.00 1 Carrying value 9,000.00I: 1968 Apr.11 Proceeds withdrawal of $300.l)eposited at Interest in Mellon Bank $300.00 Carrying value 300.00 June 6 Withdrawal of $1,000.Deposited at Interest in Mellon Bank $1,000.00 Carrying value 1 000.00 1967 Temporary Deposits Nov.16 $2,000.Deposited at Interest in Mellon Bank .Dec.27 $6,000.Deposited at Interest in Me llon Bank 1968 Jan.12 $1,000.Deposited at Interest in Mellon Bank Cash expended in temporary deposits .......-~.... - 2 - $000 00 000 00 000 00 000 00 $2,000 00 6,000 00 1 000 00 $9,000 00 9 000 00 000 00 $12,011 81 1967 Dec. 1968 Jan. 18 18 4 SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements Administrative Expenses William C.Porter,Attorney for Willard H.Bryant:Payment of Judgment entered at No.233 July Term 1965 per Order of Court dated 12/14/67 Prothonotary's Office: Washington County costs re hearing in judgment Clerk of Orphans'Court of Washington CountY,Pa. Filing inventory $2,000 00 27 50 3 00 June 13 13 Greenlee,Richman,Derrico and Posa: 10/30/67 Legal fees re Petition for appointment 12/18/67 Legal services per Court Order dated 12/15/67 12/18/67 Reimbursement of Filing Costs 12/28/67 Legal fees re Petition for Allowance 4/2/68 Reimbursement for cost of Certified Copy of Order 4/2/68 Legal fees re petition 6/13/68 Balance due on termination Mellon National Bank and Trust Company: Compensation as Guardian Amount transferred to Income-Personalty for payments - 3 - $230.00 100.00 2.00 38.50 3.50 35.00 365.00 7'74 00 480 47 $3,284 ·97 792 32 $4,077 29 SCHEDULE "B" INCOME-PERSONALTY Receipts Interest-Mortgage Mortgage of Willa M.Dunn $9~000.10/7/67 to 12/7/67' Interest-Temporary Deposits Deposited at Interest in Mellon Bank Interest from '11/16/67 to 6/6/68 Amount transferred from Principal-Personalty for payments Disbursements ,. $9150 109 22 $200 72 792 32 $993 04 1968 Administrative Expenses June 13 Mellon National Bank and Trust Company: Compensation as Guardian $12 04 Distribution Payments for benefit of Ward per Order of Court dated 12/22/67 and 3/28/68: 1968 May 1 Mrs.Tessie Skirchak (wife): Payments for living expenses from December 1967 through May 1967 $600 00 2 Torrance State Hospital: Maintenance and care for January and February 1968 $426.00 Less Social Security benefits for January and February 1968.45.00 381 00 981 00 $993 04 -4 - I • COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON SS ) ARLIE W.OTT,Trust Officer of·theMELLON NATIONAL BANK AND TRUST ,COMPANY,the above named Accountant,being duly sworn according to law deposes and says that the disbursements shown in Itheaccounthavebeenmadetothepar'::ies entitled thereto;and that the account as stated is true and correct as he verily believes. rust Officer Sworn to and subscribed before me this /-ot'day' of,,~~"""~"I!_--A.D.1968 .~Jn.'-I~~' )'Notary PubUc VAN KIRK.Notary PUb~~. ,'SARA M.hi'ngton County.Washington,Was.'sion Expires 'My Comli11S 1970Octobel14. REQUEST FOR DI~TRIBUTION ' Accountant requests that distribution be determdned by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, Fee - .~~~ !;~t ~..'lt.~ ~.~..~-..~2 ;:t ~[;11 :....:".••;,a. g~ ...~~...'.Q .o~~~"""\\N .~ G"- ~ I S'- ~ .:~,-'.:-,.,'ii,;",,;' "'";"-.- E·STATE OF ANDREW SKIRCHAK,INCOMPETENT GUARDIAN COUNTY,'yENNSY1.VANI Aer-r9'7-/9~q NO.7.95 of 1967 FIRST AND FINAL ACCOUNT OF IN THE ORPHANS'COURT OF ,WASHINGTON '1no now,ro w'tlJ,!...~.._.;l..-:;...,........---.. ""~tn8 with'"IlCCOU.lfl drp.8elfreo to rife cr;.,,,. lor oonfirmat.lOn.t.,-3 -t.~~:..~/~tL. •LJ ..IJ tiL:).,·.~-':"".""''''.~i:iflf.·JA4~R..iBt8l'_f.~_n~0:~..,.~.. MELLON NATIONAL BANK AND TRUST COMPANY BALANCE DUE -$7,934.52 ~~:;~;!~,. ,. :. -I t~-;.... .J " /""....- ~-~..., t~~:/ j: .~~: -- .-(() c;j., CD ~ Filed Fg::;,c-r1c>c:F'-U>-(.i){/),MQ .-r"-~::or- 0-·_rn .j. -q~ ::P.l-~~::o ....:.. 0fez r-O .....(.1)." I\) I'\.) GREENLEE,RICHMAN,DERRICO AND POSA Attorneys-at-law Washington,Pennsylvania LJI'fr/J'IJ -/:20-0 !.1.'-.~,~j,r._...___--ii 3Jn tlJr (@rpQunn·muurt uf lIunqinytun atuunt!} ) In the matter of the Audit of Account in '. ..InC-Om jrJt-friJ Estate of ANDREW SKIRCHAK,deeeas eel TO THE AUDITING JUDGE: No.897,----'0=..;£=---__----.,..._"19~,A.A. Enter ....:o....:u::.;r::.:.appearance for Mellon National Bank anrl Trust Company DERRICO &POSA 10/1.day of September, N.B.-Counselshall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stat~d in a separate pl'..per. Council suggesting proper distribution shall file a sepante concise s:ate- ment in that regard. 19~ ,'J Noo_897,of ,19_68 ,A.A. In re Audit of Account in Estate of ANDREW SKIRCHAK,deceased AUDIT o'rarripr fnr 0 Appraraurr FOR -MELLQ.N---.NA..TIONAL BANK AND_TRUST COMPANY .,..........~lc(':":)'t,3C.) ::tl (f) 1""1::::0 rn ---(tc;-;c::-0c.n,.n oU)--'rn ~'"r:l,oj\)p- :;OI-I ~3:~m:»~:::o ::z: oZ 0001.9c.n :.. ....... lOGREENLEE,RICHMAN,DERRICO &POSA o Attorney _.0=============",,-~/•.2 :1Ju t~t (@rp~nn!i'(t!aurt af lIu!l~ingtan <naunty / In the matter of the..Fir.s.t...and..Fi nB.l . Account of.J1~J...lg.n..Ji~tJ9IU~l.~D.k..~.J'rus t. ...............C.o G.u,a;r.c:l.ia..n.. ESTATE OF Andrew Skirchak, .......................~~..~~~.<?~p..~.~.~.~~.!:. No.§.9.I Of 19.....9.§...,~ ADJUDICATION AND DECREE And now ,~.~?.~~~~~.~I/..,19~.~.:.,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $1.,.9.81.•.62 _and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule ()f distribution hereto attached and made a part hereof,unless exceiJtions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Ba lance Iye'r'account..o ,:.. Additional debit asked at audit Additional credit asked at audit Balance _. 7 , Deduct Clerk's Costs &Receipts _ . Attorney G.r.e.e.n~ee.,.Riehman..D.e.~r.ic.o &"..P.Qsa . Samuel C.Slifka,Executor of the estate of Andrew Skirchak,deceased,balance,credit to be taken by the accountant for funds advanced prior to distribution by the Court,per receipt filed, 21.00 7966.62 No balance G--,-"/,,~.-,'~'"I ,~",'!"i1<ko.J W"....._~ "....... o-n mVI0-....(1) o-n i ,', onnoC::::l.... o-n ::::l....::r(1) 3o ft-, o-n....::r(1) z~ o-n »> l----..-:;':.'~·~---~-~J IN THE MATTER OF THE;ESTATE OF IN .THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. Andrew Skirchak,an inco~nt :xiX . No,~8.L9..!....7~o~f~19L..:.6>!-,8~_ I,Samuel C.Slifka,Executor of the estate of KNOW ALL MEN BY THESE PRESENTS,THAT Andrew Skirchak.deceased, GuardianDOHEREBYACKNOWLEDGETOHAVERECEIVEDFROMMELLONNATIONALBANKANDTRUSTCOMPANY _ Andrew Skirchak,an'incompetentOFTHEESTATEOF---::::...=-...:.-_.:--....::---:JQllU'l"oa~THE SUM OF Seven Thousand Nine Hundred Sixty-Six and 62/100-----------($7,966.62------I DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE AT No._-'8~9!-7~o~f___'1=_9!....:6=_8::...__ ~SEAL) the estat ~Samuel C.Slifka, Andrew Skirchak, $2,114.63 68.10 5,783.89 66.62 Principal cash Income Cash Advancement WITNESS MY HAND AND SEAL THIS.__-'I_·~7!--__DAY OF---:r=----J=------_19D WITNESS'_ w.aUI ...... NO.897 of 1968 ORPf-IANS'COURT -' ESTATE OF ~I f '. " .~-.. / -) .'. ~).' .--; - > Andrew Skirehak.an inc~pet~* '. , ."J l-",44:.'-, I I 4OJ~--..-,~'.. DOCKET ---,PAGE - .~ t~~•W1-::::J I ("t""') '7I-RECEIPTq,--v'c))c..?~1~~~.'1 --...!:';...;-FROM > -Vl-VI'r-n_ Samuel C;'5Slifka._Ex~cJ1~or of.-=",-'.the e8tate-=~JAnarew S'ki-rchak.r-o 0-'~deceased(/),,-.... \,,.).,. "tG? Mellon National B.ank and Trust,.. Comoanv.Guardian FILED -/19__7 ;, I --< ) . -~- " .:'.~ .)>• ., -" ~,J "\.f· .'--'" IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. RE:ESTATE OF ANDREW SKIRCHAK, An Incompetent ,(No.295 of 1967,O.C. RECEIPT FOR ADVANCEMENT I,SAMUEL C.SLIFKA.,EXECUTOR ESTATE OF ANDREW SKIRCHAK, DECEASED,do hereby acknowledge to have received from Mellon National Bank and Trust Company,Guardian of the Estate of Andrew Skirchak,the sum of FIVE THOUSAND SEVEN HUNDRED EIGHTY-THREE AND~&;~/lOO ($5,783.89)DOLLARS, as an advancement for payment of claims in the amount of $5,739.89 and costs ad- vanced in the amount of $44.00,and request Your'Honorable Court to charge the same against me in the Decree of,Distribution to be entered in the above titled Estate. In consideration of this advancement being made at this time,I agree to return all or any part thereof should it later appear that f or any reason said advancement .should not have been made. DATED this ;t';t'~yof (14 '1968.-----:O(/~rlT----- WITNESS: ~~~