HomeMy WebLinkAboutOC1968-0981 - ESTATE OF LEVINTR-2 REV_9-62
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF JACOB D.LEVIN,DECEASED
}l'IRST AND FINAL ACCOUNT OF··
PI1TSBURGH NATIONAL BANK
FORMERLY PEOPLES FIRST NATIONAL BANK &TRUST COMPANY
AND HAROLD HENRY WEISSMAN
)
NO.80324...;0
PITTSBURGH,PA.
TRUSTEES UNDER WILL FOR
LINDA FAY LEVIN .
(BY MARRIAGE LINDA FAY LEVIN BIRNBAUM)
SUM MfA R Y
SCHEDULE A
PRINCIPAL -PERSONALTY
JUNE 26,1968
Receipts Pages 3 and 4
Amount transferred from
Income-Personalty
Disbursements Page 5
Balance
SCHEDULE B
$6,467.43-
159.33 $6,626 76
3,485 33
$,3,141 43
INCOME -PERSONALTY
Receipts Page 6
Disbursements Page 6
Amount transferred to
Principal-Personalty
for expenses
$2,059.63
__159.33
$2,414 63
2,218 96
Balance
NET BALANCE $
195167
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JACOB D.LEVIN
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TR-2A REV.9-62
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Common Trust Funds
Common Trust Fund Discretionary
Investments of Pittsburgh National
Bank464units $3,547 35
Cash -Deficit 405 92 $3,141 43
INCOME -PERSONALTY
Cash 195 67,
$3,337 10
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JACOB D.LEVIN
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TR.2A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1957
rvTay 2 Marian Pollock and Helen Ruth Cohen,
Executrices of the Estate of Jacob D.
Levin,Deceased -
Cash awarded at No.327 of 1956AA $5,000 00
Additional cash deposited 1,000 00 $6,000 00
Assets Purchased
1957
July 26 554 units Common Trust Fund B of Peoples
First National Bank &Trust Co.$5,999 27
1960
Sept.2 v8486 unit Common Trust Fund'Legal Invest-
ments of Pittsburgh National Bank 10 34
$6,009 61
Cash disbursed to purchase above assets 6,009 61 0 00
Gain on Conversion of Assets
1961 '
lSISept.Proceeds redemption 39 units Common Trust
Fund Legal Investments of Pittsburgh
National Bank at 12.87 502.00
Carrying value 426.14 $75 86
1962
May 28 Proceeds redemption 47 units Common Trust
Fund Legal Investments of PittsbUrgh
National Bank at 12.7855 00.92
Carrying value 513.71 87 21
Dec.4 Proceeds redemption 60 units Co~~on Trust
Fund Legal Investments of Pittsburgh
National Bank at 12.6472 758".83
Carrying value 660.00 98 83
1963
Sept.10 I Proceeds redemption 52 units Common Trust ..
B'und Legal Investments of Pittsburgh
National Bank at 13.5395 704.05
Carrying value 567.8J.j.136 21
INov.29 Proceeds redemption 27 units Common Trust
I Fund Legal Investments of Pittsburgh
National Bank at 13.3773 361.19
Carrying value 294.57 66 62
Amounts forwarded $464 73 $6,000 00
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JACOB D.LEVIN
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TR.2A REV.9-62
J Amounts forwarded $464 73 $6,000 00,
1965 I
May 6 46J.j.units Common Trust Fund Discretionary I
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I Investments of Pittsburgh NationalIBank$3,547.35,Cash in lieu of .26 unit 2.70i
~3,550.05,Received in exchange'forJ
}325 units Common Trust Fund
I Legal Investments of Pitts-
I burgh National Bank!I Carrying value 3,547.35 2 70 467 43
•I!Conversion of Assets Without Gain or Loss
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1960
Sept.2 549.1514 units Common Trust Fund Legal I
;Investments of Pittsburgh National
,
j I,Bank 5,999.27}
i Received in exchange for
I 554 units Common Trust Fund B
J of Peoples First National I
U Bank &Trust Co.
Carrying value 5,999.27 0 00
$6,467 43
Amount transferred from Income-Personalty
for expenses 159 33
H $6,626 76
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JACOB D.LEVIN
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TR-2A REV.9-62
DISBURSEMENTS
Administrative Expenses
1958
Mar.31 Zeman and Zeman -
Legal services and reimbursement for
costs advanced re recovery of addition-
al distribution fro~Estate of Jacob D.
Levin $19 33
1968
June 26 Russell Marino,Clerk of Orphans'Court -
Filing this Account 16 00
26 Zeman and Zeman -~-
Attorney's fee 200 00
26 Pittsburgh National Bank -
Trustee's compensation ~375 00 $610 33
Distribution
To Minna Levin -
Payments on behalf of Linda Fay Levin,nQ'W .
Birnbaum -
6/1~61 -Surgical and hospital $500 00
6/5 62 -Education and clothing 600 00
To Linda Fay Levin,now Birnbaum -:
Payments for education and maintenance
from 11/15/62 to 2/2/64 1,775 00 2,875 00
$3,485 33
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JACOB D.LEVIN
TR-2A REV,9-621
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Income -Common Trust Funds
1961
Jan.5 Fiduciary income tax 1960
Washington County personal property tax -
6/7/66 -for 1966
6/5/67 -for 1967Trustee's compensation
1957
July 26
Common Trust Fund B
554 units -10/25/57 to 7/26/60
Common Trust Fund Legal Investments
554 Vnits -7/26/60 to %'1/60
550 units -9/1/qO to 9 8/~1
511 units -9/8/61 to 5/25/62
464 units -5/25/62 to 11/27/62
404 units -11/27/62 to 9/3/q3
352 units -9/3/63 to 11/2~/63
325 units -11/22/63 to 7/30/65
Common Trust Fund Discretionary
Investments
464 units -7/30/65 to 4/30/68
DISBURSEMENTS
Accrued income paid on purchase of 554
units Common Trust Fund B at .0543 per
unit
Distribution
$720 20
87 93
273 22
180 50
122 39
161 32
41 64
256 81
570 62 $
30 08
10 38
o 63o76
121 29 $
2,414 63
163 14
$
$
To Minna Levin -
Payments for maintenance 'and education of
Linda Fay Levin,now Birnbaum from
11/7/58 to 3/26/62 $
To Linda Fay Levin,now Birnbaum -
Payments made 9/19/62 to 7/10/67
Amount transferred to Principal-Personalty
for expenses
AJN:BAM:
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1,896 49f--"-
2,059 63
11--1..::.,59133
2,218 96
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SS:
HAROLD HENRY WEISSMAN,the above named accountant,being duly
sworn according to law,deposes and says that the disbursements shown in the
account have been made to the parties entitled thereto and that the account
as stated is true and correct as he verily believes.
_........,.q:.._........,.pq::.=--__,1968.
...~
NORMAN J.COHEN
'Notary Public·State of New York
No 41.0690485·Queens Countyterti'fica~Filed in New Yor~9~~nty,
Term Expires March 30,
Sworn and subscribed before me this
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Form for Guardian or Trustee
'tlitinu i'ur !\ubit
1Jn m~p (@rp~Un.6·QInurt of lIu54iugton aTouut!}
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Estate of..:!.~S.?1?P..:b.~y..!E.l g.~.S.7..~.~.7..g ..
For !:~.1?:~~E'.~y.1.~y..~)}~g.?~1?Y.!Il.~EE.~.~Z.~.}...
......!:i1]:~~E'.:?-J.b~..y..~g ~.~.~gp.~~p.2...
minor-i~&-life tenant
Date of trust
or guardianship....I?~.~~.h ...!?t..J.~~,g.p.....!?.:....!&Y..:!:g...fm...Me.r.~h
If there have been former accounts
filed in this estate,list:
None filed
Filed at No ?;~.L of 196..~..
Fiduciarr...f..~.~.~.~.~.~.E.g.~....~~~.~.£!?:~!1?~!?:~~g§.g~E.C?1.d
g~gE.Y.F.~..t~..~!Il.~g,l .!'.r.Y..~.~.~.~.~..
Place of record .
of appointment Rill BQQk...~?!:;e.ag.~J?!:.6 .
16,1956
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Reason for filing this account..~1gQ9:...¥.9:y....~.~Y..~;U...N~.§...m.~!'..r..:!:.~§.....C?n...~~g~.§.L.7..?.,\....l9..§.Z.,\....~;!!£...p..~~.§E.!~...~l...y.~~r s
of age on Jul:y.11;1965 '1
All persons having any interest,vesteQ}or cont!ngent (includiQg claimants),in the fund now before the Court,
with the nature of their intere~ts are::r '_'\J..)~
Linda Fay Levin (now by marriage Linda Fay Levin Birnbaum)-Entire Interest
All of said parties have received notice as required by the Court Rules except as follows:
No Exceptions
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 must be met in distribution:
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This trust arises under Paragraph Thirteenth of the Will of Jacob D.Levin,also
known as J.D.Levin,deceased,who died on March 16,1956.(Will of record in the
Office of the Register of Wills of Washington County,Pennsylvania,in Will Book 84,
Page~346).Copy of said Will is att~~he~hereto and ma~~a part hereof.Particular
attention is called to Sub-section (b)under Paragraph Thirteenth of said Will.
,
Balance for distribution per account,Principal $).1.J.4.~.~.4}..
of 464 units Common Trust
Pittsburgh National Bank:
$4,527.71
3,547.35
Additional debits not shown in account:
(Indicate whether income or principal)
Principal:
Profit on Redemption
Fund Investments of
Redemption Value
Cost
Income:
August 31,1968 Income Distribution on above
Income $.......J.??..~67..........................................
$980.36
51.14
Additional credits not shown in account:
(Indicate whether income or principal)
Income:
Pittsburgh National Bank:Compensation on
Additional Income shown above
Total additional debits
Total additional credits
$).".Q}1~.?.Q ..
3.07
$.........3.07...................................................
Balance for distribution Principal
Income
Total
$~.1.J.~.!.~}~.
243.74$.
$~.~.~~?~.?.~.
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:
Balance for distribution consists solely of cash.
.'
Set forth accountants sugg'estion 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:
To Linda Fay Levin (now by marriage,Linda Fay Levin Birnbaum)-Entire balance after
costs of audit of this accounting
(See Stipulation of Linda Fay Levin,now,Linda Fay Levin Birnbaum,attached hereto)
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(
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly l?w,Q!'.n doth depose and say that the
facts set forth.in the foregoing petition are true to the
best of 9-.?:-.~knowledge and belief.
.S.W.9.XJL to and subscribed before me
This ,;.~.e day of Ag£g.1?.t 196.§...
Signature of Officer ~t....&L.I~.
Title of Officer N.Q.t.a:(Y,I1J..R.l.;t..~:
Office expires i;i,,[;~0J?:::f.~~¥i¥j.).1 1.~.§.9..::..
NOTARY PUBLIC
WASHINGTON.WASHINGTON,COUMTY
MY COMMISSION EXPIRE.S FE.B.1.1969
Andyour petitioner will ever pray,etc.PITTSBURGH NATIONAL BANK
.».y.~b.~..
Trust Officer
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'rtitian 8ur Aubit
IN TI-CE
ORPI-IANS'COURT
OF WASI-CINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No 2.~.1 of 196.JL..
ESTATE OF......J.ii!.~.QQ....R.~.....1~:Y..!.n.~.....Q.~.s.!?.~§.~.4......
FOR ~j,ng.g....fii!y.....Lgy.:;j,II:.....(nQ:w.....QY.....m~I.I.!.~g.~,
_L.i..llda.F.a.y.l&y..:!..n.:6J.r..D.Q.9JJml ..
mlnor-lfIiCK:M~life tenant
........~i:.~.~.§.1?!:!:;:gh ~.~.~.~.9.P.:§1J:~~.~.~~.~~.
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m::D r·'-,pr--V !-'';'~
(,Ji(.n -Counsel for the accountant tshall submit•herewith thefo11o~g,i£'~ertinent:
0-;-~1•"':";-1~'""--'-".I t I1.WIll or trust mstrument;aftested..-''':;0 --2.Inventory.~~;::CJ
S.Signed electionsc.af items)to be taken in kind-
if distribution'trccount.~•
4.Stipulation or certific\lU by minor approving
account.CO
5.Praecipe for those represented.
6.Brief-for any question of law raised.
....................................?;.~m§:P.:~~.~.~9:P.:..
Counsel for accountant.
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Estate of
Jacob D.Levin
For Linda Fay Levin
(now by marriage,
Linda Fay'Levin Birnbaum)
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In the Orphans'Court of
Washington County,Pennsylvania
No.981 of 1968
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,Linda Fay Levin (now by marriage,Linda Fay
Levin Birnbaum),do hereby certify that I was born July 11,1944,and
became twenty-one years of age July 11,1965;that I was married to
Elliott I.Birnbaum on August 25,1967;that I have examined the account
of Pittsburgh National Bank and Harold Henry Weissman,as Trustees under
the Will of Jacob D.Levin,deceased,for my benefit,and I am satisfied
therewith,and hereby request its confirmation by the Court.
I hereby further certify that I am a citizen of the United States
of America.
WITNESS MY hand the :zt:,
WITNESS:
day of --(/7/-.~""--rJ------'1968.
-==~~.=''~.-<-'~~'....s....<~~='~._(SEAL)Li~Fay Levin
Now by marriage:
~~~£..:.e;,~SEAL)
Linda ayLev~n Birnbaum
--
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State of Florida,U"o,,\rard County
To Any Minister of the Gospel,or any Officer Legally Authorized to Solemnize the Rite
of Matrimony:
\Vhereas,Application having been made to the County judge of Broward ,County,
of the State of Florida,IQr a license for marriage,and it appearing to the satisfaction of
",..~,. .
said County judge that no legal impediments exist to the marriage now sought to be
solemnized,
These Are Therefore,To authorize you to unite in the
Elliott I.Birnbaum
and ~Lwi....cn"_'d"_'a.L........F~.____"L_'_'e~v.l/...A.i..unL._~~~~
and that you make return of the same,duly certif7ed under your hand,to the County
Judge aforesaid.
Witness,my name as County judge,and the seal of said Court at the Courthouse
in Fort Lauderdale,Florida,this'28th 'day of _-->.~\I.Llu....l...,y~,A.D.19JL1.
THIS LICENSE NOT VALID
AFTER _Al1g1Jst_~7th,_19J)7__
STEWART F.La MOTTE,IIR.,County judge.
By Flossie Byrd,Clerk.
CERTIFICATE OF MARRIAGE
Notary Public
were by me,the undersigned,duly
by the authority of tfie within License.-Do'ne
A.D.19J~l,at -----,=-"'=-_
H.L.l'1a..¥z-0""---~
Witness,Aure lia C.Mayo
Witness
___,,--,Mc:i==a=mc:c:l=-')Florida.
nee....ay,t hat the within named __~E,=,-"=l-",l,-",i,,-,,o,,-,t=c.t"'---.:!oI-,-.---=B,,--,l,,-,·r,,--,-,nbe:=:·.""'ac..=u"'-m'-'---and
_______Linda F.Levin
united in the Holy E.state of Matrimony,
this 25 day of Aug.
Date Returned ......All.glJ s t 2 8th,]967 Title
101 N.W.33 Ave.,-Mjami,Fla.
Address
~~"1i<:,Stahl .f Fklrl~Irt larglll
My CGlTII1'isslon expire!Ma y 11,1968 STEWART F.LaMOTTE,JR ,County judge.
By Flossie Byrd ,Clerk.
Sllll('of Flof'ida,1
COllllly of Bi'owlInl f
f"Flossie B~~Clerk of the County judge's Court,in and for
Broward County,Florida,do hereby certify that the above and foregoing is a true and
correct transcript of the Marriage License and the Certif7cate of Marriage between
_~E.........l ....l.....i....;.o,-,t~t,,"--....I~.---=B,,-,l,=-,'r=-n""b=-"'a..."u"-'-m'-'--and _Linda F.Levin
as the same remains on Me and is of record in this Court being recorded in Marriage Book
__9L_on page_2-.7_~,records of Broward County,Florida.
I have hereunto set my hand and the official seal of said
,
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III U'it1l('SS n'lu'f'('o.t:
court this the 6th day of s_.eptember ,A.Dr19.5L.
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(SEAL)_~~c-/2-.--k t...,d
Clerk"County Judge's Court,Brow/Z Co:nt;j Florida
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lJu tl1r (@rpQuus f O!nurt nf musQiugtnu (JJnu~ty'
In the matter of the Audit of Account in
/
Estate of JAC.OB...D.~....LE.v.IN.,de.c.e.as.ed
LI~P.A....FAX.....~~Y.J..N...J.n.9.w 1?y....m~;r.r.J9.-e·LINDA FAY LEVIN BIRNBAUM)mine
TO THE AUDITING JUDGE,
No:981 Qf ~..,19 6.8...,AA
Enter our appearance for P.ltt.sburgh National Bank:..and Har..Ql.d.
,H~n;r.Y.We..is.s.ma.n..•....T.r..11~.t.e.~.s.~;:: .
r••••••••••••••••••••••••----•••---••--•••••••••••--••••••0••••••••••••••••••••••••••••••--_···.-_·__••__•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••-0·••··············.··.-----··········•••••••••••••••••••••••••••••••••
••••0•••••••••••-.·__····-_······__••••••••••••••••••••••••••0•••••-•••__•__•••••••••••••••••••••••••••••••••••_-_•••••••-_•••••••••••••__•••-_••••••••••••••••••-••••••••••••-••-•••-••--•••••---.---•••••••••-•••-••--••••••-•••••••-.-••••••••
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....._-_ __.__._-_.._.__-..-_.._--__-.._ _-_.............•....._._-_.
••••••••••••••••••••••••••••••-•••_•••_••••••••••••••_•••••_•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••_•••_••••••••••••••••••••••••••••••.••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••n
..................................................................................................................................................ZEMAN...
6819.
N.B.-Counsel shall,by separate paper,present a concise stateme t of
each claim,with.supporting calculation of any interest clai d.
Objections to an account as filed,shall be concisely stated in
separate paper.Counsel suggesting proper distribution shall file
a separate concise statement in that regard.
No 9.$.J..,of ,19 Q.~.,A.A.
In re Audit of Account in Estate of
...JA.C.O'B D.A LEv..IN.,._d.~.c.~.g§.~.d..~_.
···~;~~ta~~X.tt-~~IN·FJy·QtE~lt\f··················
BIRNBAUM)minor
AU D IT
'rneripe fnr Appearantt
FOR
....Pi.tt.s.burgh...Na.ti.onal....Bank and .
...Har..Qld He.nry We.i.s.SID.an...,.
...Tr.ust.e.e.s .
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Attorney S
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~n tlJt OOrplJaus'Olnurt af lIuslJtugtnu QInuuty
ESTATE OF
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No....2.~.!....Of 19 ~~...,~
In the matter of the..~!~.~.~~!?-.9:..~!~~~.
.Fa,¥r..l.e.'1l'in..no:w...BiI!nba~um..Account of..:P.i.t.t.s.Q11.r8h..N.atiQnaL.Bank &Harolc
.H.e~y:..Jble.iss.ma~y ';Ct'.l1s.tee.g..
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SCHEDULE OF DISTRIBUTION
Balance per account..·..o••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
ADJUDICATION AND DECREE
And now .s.eP.temb.e.r !!,19 68.,this matter came on for hearing,
audit and distribution at this session and tes,timony taken;and thereupon,upon due consideration
there<j>.f ~6~~~nce for distribution in the hands ~f the Ac.countant.is determ.in.ed to be
$!:h !)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 wi1th the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
Additional debit asked at audit
Additional credit asked at audit
Balance :.
Deduct Cle'rk's Costs &Receipts .
Attorney z·eman..&..Ze.ma,n """.""."""'."""'."'."".
Linda Fay Levin now by marriage,Linda Fay
Levin Birnbaum,balance,
No bala.nc e
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No 9.8.1.of 19.~~.Jacob D.Levin,deceased,
ORPHANS'COURT OF WASHINGTON ~OUNTY,PENNSYLVANIA
(
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for .Linda.Fay L.evin(now.Bir.nhaum).
~
In re Ec;tate of
RECEIPT
Linda Fay Levin (now by marriage,
KNOW ALL MEN BY THESE PRESENTS That I,I.,iIld,a,fa,yL~Yi.11.13i:r:IlPa,u1UL .....,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .&l!a,:r:()~cll!~Il:r:Y.Weissman,
Trustees.of the Estate of JacobD.L~v:Ln ............,..,....,',Deceased,
the sum of Four Thousand Thr.ee.Hu,ndr,ed Fortyo:-sevenand 53/100 ($4,34.7.53»01lars,in
{ull payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered September ,II ,19 68 ",at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I have hereunto set my hand and seal at '..
•this/~..,day of .~,.A.D.19 ~~.
WITNESS:Liria~ri·r-~;;..~....··,··,(SEAL)
..,,~.'..;"',."l~..,"".,..,.N()W ,~y..~IAGE:
M:-I.JIV.eX~.E?£~.~1t ~~~(SEAL)
Linda Fay Lev B~rnbaum
17-934 REV.3-83
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