HomeMy WebLinkAboutOC1968-1019 - ESTATE OF BURSONForm for Guardian or Trustee
)
'ttUinn ~ur Aubu
1Ju ID4r (@rp4aus·Q!nurt nf man4iugtnu OInuuty
Estate of ~P!..~.~..;..~.g~§9N.t .
Deceased
Ray T.BursonFor ..
~~-life tenant
Filed at No .lQ.l9.of 196..a.
Fiduciary.....M.~.!1.Qp....N~.t.!Q.n~J...;6,~.n~9:n.Q...:r.r.l.l.s.t ..
....:..~.!??]}.p.~.~y.t I.!..~.~.!~.~.
Place of record 127 S .
of appointment....P.~.S.!~J E.~.1?.:r.y.~.r.y.r.~.rmolo.
1949 O.C.
Date of trust
~~.......12.7.;.Sp.ecial...Ee.br.ua.r..y.~.:r.e.r.m .....1949
If there have been former accounts
filed in this estate,list:
#127 Special Term,1949 O.C.
Reason for filing this account...P~.~.!E:..~~}~~.~~.~.~~.~!.!....~~.Y....I.~~.~.!..~..~.E1:!.J.~.E1:~?:!.t..)2.§..~.
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:.
~Mellon National Bank and Trust Company,Trustee far Rosella B.Burson
(Spouse of Ray T.Burson)Life tenant in 1/2
John A ..Burson
William R ..Burson
f •.""\t 1_
Son of Ray T.Burson)
Son of Ray T.Burson)Remaining 1/2 outright
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~
Liability for payment of 1968 Income Tax from capital gains realized ons.ale of
real estate.
Set for:th-any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
Under Paragr~p~3 the-Testatr'ix pro~ided that upqn the death of Ray T.Burson,1/2
of the fund ~ouldreI?ai~in"trust with the income payable to the spouse of Ray T.·
Burson for life or until she·remarried.Rosella B.Burson became the wife of Ray T.'··
Bur~on:a:fter the death of the Testatrix.The said Rosella B.'Burson has executed a
Release and Disclaimer of her interest in this estate under date of July 15,1968,
original which is attached.
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
Principal:
Monies deposited at interest
Monies expended in purchase
Additional credits not shown ill account:
(Indicate whether income or principal)
Principal:
)
Register o(Wills -Cost of filing_Firs.t
and Final Account
Paym.ent of accrued income on demand
deposit
Principal
Income
$600.00
600.00
Total additional debits
)
-$25.00
19.67
Tot~l additional credits
$§..~..~.:?}.:..~g .
-0-$..
$.......-0-.....................................................
\.
$;....;..........44.67.......................;.
Balance for distribution Principal $6,207.13............................................................
Income
Total
$.
$~!...~.~.?.~~.~..
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:
)
Temporary investments (to be treated as cash)
{-",-\'1'Cash on hand
Principal:
',~..
,,l
)
l
$6,000.00
207.1T3
$6,207.13,
,
Set forth accountants 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 reaward $400.00 as
a',t reserve for 1968 income tax liability with any balance,remaining after pay-
ment,to follow award of residue without further accounting to Court and further
to award balances,Principal and Income,subject to the aforementioned reserve
in equal shares to John A.Burson and William R.Burson,remaindermen under
Paragraph 3.
,\
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly §.Y.{.Q.:r..n doth depose and say that the
facts set forth in the foregoing petition are true to the
best of J1,fi knowledge and belief.
..........s.~.QJ:.P..to and subscribed before me
This :~d day Of..~1:6.§..
Signat_~re of Officer ~::??:z'....t~.r.0k ..
Title _of Officer ,NQt9:.:r...y:..p.~p..U~.
And your petitioner will ever pray,etc.
Mellon National Bank and Trust Company,
Successor Trustee u/w of Adda R.Burson,.·..·i5~·~..id ·
J?:.Y..:__~.u1iJt=__.
V Trust Officer
Office expires &:..t...!rf.-~!.f...7.!?..
Sh:l,~'~.II",.'"'Y PubHc
",_"mty,Pa.t.~.....i I ;.~1 JS
0,..:0..'.l,,,"
t
-'
v
~
.j
'rluton ~ur i\ullit
IN T~E
ORPI-IANS'COURT
OF WAS~IN6TON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ~..Q.!.9.of 196 JL
ESTATE OF AD.DA...R ,B.UR.SQN.£.
·Deceased
FOR ;.:RA:x.T..~~.QR§.Q.N ..
....................................................................................................................................MMOf:~life tenant
Mellon National Bank and Trust
Company,Trustee
Counsel for the accountant shall submit herewith the
.following,if pertinent:
~.....
)
)
STHf.\JO H31SiD3HmmrV'\·l 1l3SSr.U
a:1 -~\l :~
v
v
.J
1.Will or trust instrument-attested.
2.Inventory.s.Signed elections of items to be taken in kind-
if distribution account.
4.Stipulation or certificate by minor approving
account.
5.Praecipe for those represented.
6.Brief-for any question of law raised.
Jonathan Allison,Esquire
..S..~.hD.:l.idt.£A.U.i..§..Q.n g..n.d T..QYv.n.§..~.n.d .
Counsel for accountant.
~2
llG G Ilil..£:1"0 C!Q;:'!_v 0.,.;:.)...
-<to
,..
~"
.,;
."
"
.\'.
,.n'J:01l4 am ~'DtJS':.m:'.
,.was~~rigtoli oiric'$,·40 so~th'~Jlain s~~eet·
wa.~~o~.''p~nl~8tlv,~i~'.l53~l.'.'
..
'"
,~"....;..,
"
•I ~•.-.,
.'
~.
",.'I-~,
...~.',\,''"JUly;~4.~968
.-,.~",.""
'-',..'
~..'
,,
.",~,
".
.-~...
,,",,f'..-~;.1
Ve'tytrutYYours;'':':
,',,'0"'~,.,"...1/~"A~'!',".~/L./,~""9'",.'~,~~77'".TrU.tD,pa·rime~'.',~.
ofdlU ac:eotmt:lc.r yout iDfotma....
plea.eea4viee.' ,
,.
,"
t "
'J,
,!.':"
,...~,"
~'.
ciour F t ahd'Find"countm.of,Waehblgton ,,';,
Y¥';y.J"'~.been',a.'i8~dNo.~i019 ~.'
.the O~~n•.•COUl't Room
, .ylY~ia',',$otne tUne dud~a,,y be preunt o..:repre":'
1--...' ,
,""1 ~'~-+-"-.
.~~"~'.-t."",...'1'-~'~''','.._..',"__~l~~;.t ,:.':'j..,';.~t '.._<.~~".'\"~'."1 ~~•.\
~Mr.,·'wm~,a.·~.Bt.·i.O.~,,""'\'.'l'..,'
,'P.,:'O.I~X\~96<.r/~::;";',.~:"'t ;...."_','
Stuatt.\E~loJ'~'13.94"..,,..'.',:.'~,~.
..~'""!'~..~;>ot:''~.~"",I-
~a~fti~.··»_.Op~,,:~,"",.
.....\.j-_.'....J<~'"'..~~:,.?
a '.__.',',:cO.c...•~'..'"_....'...:J"~:i'~_'..",.j,~
Adda R;:Bll!_OIl for ~~,....,J:.'.'.
".~~..-.""--;.-,~.t·~\0
'.'
'f W
'.,.
'GFPJ.-:lmk
."
,
'..<"
,'
.,
,,
.....,'~
".
"
.".,..""'-
I'"'.
~.t·
~;,.,
".'
.;.-~,J!".
...~,"
.'
.,,'...:,.
,-.."..........;0..~fot~
,;1 ,
••_i-
,.
."
\',
.,
.'~'."'.~
t·';,
"
,."t•
·t'~.
""',J.
'.
"....'
"f
-'.
<,
~"
"
-,
"
,-----------------------_._--
JIELtoI JAn-GUL :B1JI AD !BUS!COlQ'dY
Washington ottlee 40 SoUth Jlain Street
laahiDgtoD,-'petmS71vari1a 15301
Ib:..·tma•.•.'''sea '
Pi 0.····
e .......,-..Bt ~~·.lelAA-.~'((i,.&~''''_iJ'3/
""-..._t1_.....'.,'~"p;q;.'~.-:
,an4 Fha!-,eolmt
ma:.lW~
:..~~)~heenUSisufl·N•.'le19
~.'~i\'(..,·G)rp!aaas'~,tt-
_ffl,vania,'.&o=eU.,e.~
~~y De preseator'"pre-.
of·oUr ac~.loryouI'~.
~~~~l6,pleaBe ..vise.
¥~qm4y~-;
~p~
TN.De,..ri;me:Dt
11?......._...'~"";""..'.''-.'..~
;:--.--~-J-iX-··"·
t:(t~A'~;.,
l~rj
•,,"'.....ft""~I
..
...
.1.A44a R........of the Cit,.ot ...,btastoa.-.,lwase."SIll of ....
Ida4 aD4 ..,.,.40._,pubUeh 8D4 4eo1ue ....toUotrlDst.be.,IMtwm_
te.....horeb)'NYO.t1DB &DI end aU 0Cbe1'wille ~twe...-,_.
1.I 41an ,.,aU rq JUDt 4ebt.and r-lld ..-_~JdI .......,
...4..afto.IV ,.....'
J
I.I i;l-eat ~tb \0 .,huabe.D4.E.J......U b•.-.w .-n._,
all .,__old £OO4a U4 fund.,.;iD ce_be __a ..-.nt.__•111-et ....
....aat4 hOU88llG1cl «ODh IJD4 tuJlUt..to.,...RaIl'~..
J.AU ..aR.reel4ao.4 ..-aiD4..of.,...te.of ,IdD4 UJd
_l'U08YOJ'Ill.....I Ii-.48Ylae 8114 bequeath \0 ..Olts.z....,~~.of
..b1--,Pau719bla....'l"QDMe,1Il bust '0 ....t the Jeft-.1 emu 11l .,.,
pJ'ftIfe4 tat....Mums attC81"ltl..em4 ~,.,.ud 41atftbute boIIl .....s."...at
00J'.PU8 ...,.to ••,..,..,end in 'he .._beNiaefter ~.-4 to ho14.'
..,laaoN4 aDd 1a &004 NJ)dJ'tIaB real .....\0 ,OJ"1eue .........';
to-...ad4 ,.....8b8U 4-.beat.\0 collen \be b ...aIII1l prot1ta
theNOf'8D4 enol'4etIlotUc .....1uIlJ'Cloe....,alb ..011 ""'1"'JO'"0bal'&M
a1IlS .~.\0»e7 "."IN aet lac..or 1lolb t»JMDa1 8I'l4 I'-.l ......at ccal-ftDl.,,.Iob,to ..bu~~.A.BDreon.tOI'u4 41II'tDI Jda 11,...UJlGDlda
4eaa to 1/8'1 sa14 elltire .et to .,8OIl,Ba7 If.au.aa.,..4 4urlJ1«bl.111••
,J;k.J 1/11111{'
~'be 4ea~{·or the sa14 RaJ t.&aI'e••It Ill.wife ahoald ......1..hta...14
'runee abaU pa,to her the ODe-balt ot tbo o.1N eel 1110_of tile truot .etate
for alI4 eturlD&bel'11te or uatt1 her reee.n-1ap ftD4 aball P87 \be J"GIa1nlQ8 ......It
thereof to UlG ohl1UeD ot the oeld Ra.7 T.Bureta.be1D«beln or ht.bod"1Il eq,ual
daNa,QIl'U tbe7 dell 86vora11,atteln the age or thirty-tift 7etaft.oel lUI *7'
ahall afteral.17 attain eeid ago,it tho -14_or Rq ,!,.Bureem be \bal llTtD,g U4
.-rI'W._14 Vustee ehdl pal'\0 eecb of sa14 aI11141"8ll an equal ....,.or ODD-
halt or Us.o aozopu or eud \ruat .,ata'-l bO It asid .1dolr be theD 4008U84 or ,...
..n1"_.14 tJlUt."U pq Illd dl.'rlbute to each of aM ohUdl'8B an eQ.ual
aharo or \b&entire corpus or aa1d truo'eeu..It the Bald _'l'.8vflDnl!lboulA
41e lmt.,lDgno wire \0 IAUV'1Y8 hla.or 1t bio wl'o abotWl aurnyo h1a aM 1"fIPAt"1"J.
8a14 tJ'VnH atutll P67 tile clltlre net 1aDoM of salet ,,,...t ea.to,a'convenient
per14cla.~o hia GhU4ren.l>eSDg bein or hi.'bo47.lD equal al\area.UIlt.ll thft1"ehtlU
...,eJ'lll17 et;talD tile ace of thinJ-f1YO yo&N,GAd U *7 shall aeftllt\ll7 et\elll
aid ago...14 tnaateo lllbe.11 'ptrI m4 410trlbute '0 each Of _14 Gh114....e tull,equal
aD4 pl'OpOJ"\loaaw lbare ot \be entire OOJ'pWI of ..14 tnat eatete.
U obI'ahl14 or abUdNl1 Gh01W!be boI'D to tJle _4 _T.__em,18 8.441'.
to '!ae .0 oId14ru IlOIr linDa.the prowtalODa honSldMttoro ..,to~••a t.tbe Par
MIlt of 1...ad tbw.1 41avlbutlca at ~o VIla'..taw to \he ahUba ..l1y_
....,IiboU aeY81"ftU7 atklll tho aee ot tblrt,...n.yo ,......lUll applJ to ..14
later bom _U4nA,it fJD7.w1\l1 equal tOI'OG•...."Ibat the tIDal eM oCllPleH1&,..'ad 41.vlbaatlcm Of tiIle CQI'pQa or _14 tlUO'••tah,..\0 .-14 late.boJ'Jl
csh1l4Na.adsa11 DOt."ponpaDD4 beJOlld '"urcme ,.an an.ttl._*or 0.......n'tOl'Of u.\.0 Ght14ftft DOW 11.,1Dg,,rov14e4 tho saleS Rq T._.on 0411.1.Witobe
thea botll 4eceue4.
It aD7 of tho _llUeot tlle _14 RaJ 'f.Btareon ahoU14 clie betore 'bo ,.b8lO-
1a ftDd tor tbD tlal cU..,nbatlOl1 at "be corpae of ....'ran •••to.without 1_Y1Za&
bell"01'Min of _.'boq \hell a\1P91v1D8.Gao all...ot ~auob ch114.boVl mCD_aM
OGrPU,abaU &0 '8 IID4 be equ8UJ 41atl'lbute4 to aclllSA8 'lID aunt.y1De ch1141'c ..
\be hel"ot \he boq ot 8D.7 cMld orablldND tUn 4eoea804.per nupe.aDd DO'_
_plal but It eD7 or .old ohlldron should 41.be....__,lIM.WylDe heln ot ..
1Jod,u.n -",Yl1l8.1n nob oo..eo the shere of ..,aOGb cJlW,boUl OOl"»>UaD4 .....
aU co to 8DCl 1)0 OQual11 distributed to QDd UlJ1IC MlOh _In.per Rt••.ad !lOt"1'_plb.
!be ........te hereb7 oreated both lUI to lno.,flIl4 oorpaa,8baU III no ~
be 1101.tor 8!IlI presen',or ruture debt.or 1lablU'tea of enJ'or 8&14 ouftl.q.
\na~',bU abal1 be pat4 cn4 dlelr1buwd to Mid oeetula q_,~,111 .coord•••.
d\b ~"DIS 8114 prowl.lou of thla r:fI wiU.floee aD4 clear ot IQ1J 4ebta.OGD~.
allee'1.-,eea1pl:lGD.to oDd GDUclpet10D8 aDd tree Cl1Il oleai'ot aU 11el1ll,a'....
aIIl'b,.~laU &Il4 aeqve.t1"8'"oa.a.
,,
'~I
I
1
. I,
t
I
~.-..,..1-
\.,.../'i'
~:~"'~-~',
'"
.......,
I
1m ot A4da n.Bvaoa •#2
Aa4 I tarthOI"81ft \0 adA tJUStee tull "GI"_a1l&ori"\0 .u 8Ill nal....u 1 melon ot tho tS-or -.,deccaao,8lVler .,,elSo ..prt1B.aale d4
tor ..price 84 upoa oUch ttll'llUl as aatd UU'-r:vq 4_Ma'.aD4 to/1ISke.e--.t.end 4ell...4H4 or 4oe4a •...,ror to the paro....orpGlUueN ..t\U.1J ..
1 1IiP'40.1t UvlD8.U.)NJ'Qhaaer DOt bo1D8 nq\l1l'ec1 to ...to \beappUca,t=or ••pit..........,Ule PJ."000048 of .,so aa1.O to be tb01'88ftftr he14 ..
4ut~bJ'..14 'rutetl ..hero1Dbetore proYtd:e4 tor ..nal'"ot mJpereoeal
....,.;pr0'f14...han_!',that DO nob salo ehDU be ab 4W'S1:t8 the l1ta\s.me 01
the ••14 "q T.Bu:raoD.deep'1lp01l hi.wrlttea OGDSeIl'1ih6)'eto la eyory 08M tlrd
be4 ad obtalDe4.
••I horebj'DCIId.....appoSat tbe cut.....'laDOl 8eDk.or traab.tDgtca.
Pesa:r1YI1l1a.to 'be tile euat40l"ot tbi.rq 18.t -lU fIIId .8taM1l\.
III wttne••~ot 1 heft bveuato eft'rq h81I4 U4 Hal this U\h 4ftl of
OctoBer,A.D.l'"U.
(secl)
Simleft,aeeled.publlehG4 GAd dooltU"04 by \he aboYG DDm04 A44a n.llurecz as
eud for her lost w111 ft1\(1 'est.-cat in the :P1"8&el100 Of WI,_0 8'her reqooA.ill
b~r preoaoe aal 111 tho presence or fHloh other,haTe lwl"etJD'o DUbaortbed our ll8mOe
u wltnetJ8ca thureto.
Job1.A Paul 1'J'1toha1'4
t..G.Urad.
\''A'\!]{!,
)'1'VP.~\,,•
~--'"'~-''''~~'--=;;r-'''"-
Ii ,0,
.""1:..»
;.,;;
x IN l~E ORPHANS'COURT OF WASHINGTON
.J.
COUNTY,PENNSYLVANIA
NO.reO 1 1 ....1/If ~Y
ESTATE OF
ADDA R.BURSON,DECEASED
TRUST FOR
RAY T.BURSONh"~\n:2 4
1\·.~"3
.~\O FIRST AND FINAL ACCOUNT OF~-'f:.}.t~R'\;;-..t"'cf.i.\.~1';'\'1\\.-\";,)~.\~-·~S·H-J~\ji"•MELLON NATIDNAL BANK AND TRUST COMPANY\t,c.,"~"
r=\\~~\)\'._-
;""",~\rse C;v \
.~
..
"",1
SUCCESSOR TRUSTEE
UNDER APPOINTMENT DATED JULY 25,1949 1
:.BALANCE DUE -$6,251.80
-,
;-'4~.,
\...h"
";;;-~;"~...,'I
,/
....C)
s-..
~
!;J
~.....,Q
Nl e:
t::l -~\W:V,',r=-:',...~
't:I :.i"~.'
~'/.a
/
~*~~r~
(""'--
~
.~
-'
~;i~
~
:;:.,
,/V:2 {-
r"'~"i .
-:....-1-;~:~~.~
i-
f ~~
U
~........
-""1 ...:,.~
,.Jr.-::0c·...=(~;~~~.~
~_~.·t=........~-~
C::'-----::o-
;-;~
....~.~,:{:').,..
'.'t-;-r
Filed i'-.:;..CJ~.n'·../'.W ..~..~,'.'..'.....Sl.\i .r~,",.,...
'Jlrif/nt''''·tn ""t ""~~'De CtHert:~.,.",-.r:.lSl'llf[t'd to .-...'the Wfr l1li :i'V","'",_.,,
,..~.i'_firmutlO'i.,:\
".~~~
----"jS...h..,~;~;1~';;;·m,.'1f 0..0q'J ,\~.(l",..j '-v -L~"l.>
SCHMIDT,ALLISON &TOWNSEND
Attorneys-at-law
• 1
~.
i-
";~/'"
f)/rr-~t:J /..'7,2~/~.
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
NO./0 I 1 'i /1'?r
ESTATE OF ADDA R.BURSON,DECEASED
TRUST FOR
RAY T.BURSON
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
SUCCESSOR TRUSTEE UNDER APPOINTMENT DATED JULY 25,1949
July 22,1968
j
S U M M A R Y
SCHEDULE "A",
PRINCIPAL-PERSONALTY ,
Receipts Page 3 $1,807.29
Amount transferred from
Principal-Realty Account 7,000.00 $8,807 29
Disbursements Page 4 $1,228.85
Amount transferred to Income-
1,326.64 2,555 49 ,Realty Account to.pay expenses
Balance $6,251 80
ISCHEDULE"B"I
IINCOME-PERSONALTY I
Receipts Page 5 $785.32
Amount transferred from
Income-Realty Account 9,088.63 $9,873 9S
Disbursements Page 5 9 873 95
Balance 000 00
SCHEDULE "c"
PRINCIPAL-REALTY
Receipts Page 6 $7,000 00
Disbursements Page 6
Amount transferred to Principa1-
Personalty Account to consolidate 7 000 00
Balance 000 00
SCHEDULE "D"
INCOME-REALTY
Receipts Page 7 $17,351.22
Amount transferred from
Principal-Personalty Account 1,326.64 $18,677 86
Disbursements Page 9 $9,589.23 ,
Amount transferred to Income-
Personalty Account for distribution 9,088.63 18 677 86 ..
Balance 000 00
NET BALANCE $6,251 80
GBS:aat
.,
".;.:'..","~'..
!."
The balance consists of the following:
PRINCIPAL-PERSONALTY
Cash
- 2 -
$6,251 80
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
Citizens National Bank of Washington:
Trustee under Will of Adda R.Burson,Deceased:
Cash and securities awarded per Decree dated
7/25/49 at No.'127 Special February Term 1949
Orphans'Cburt of Washington County,Pa.,
as follows:
United States of America,2.875%Treasury Bonds
$100.due 3/15/55-60 $100 00
United States of America,2.75%Treasury Bonds
$150.due 6/15/58-63
100.due 9/15/56-59
150 00
104 45
United States of America,2.50%Savings
Series "G"Bond
$400.due 7/1/58 400 00
School District,Borough of Aliquippa,Pa.,
4.25%Bond
$1,000.due 8/1/55-60 1,007 SO
Cash 37 34 $1,799 29
1954
Nov.8
Gain on Sale of Assets
Proceeds sale of $100.United States
2.875%Treasury Bond due 3/15/60
at 100.SO net
Carrying value
of,America,
$100.50
100.00 $so
8 Proceeds'sale of $150.United States
2.75%Treasury Bond due 6/15/63
at 105.net
Carrying value
of America,
$157.50
150.00 7 so 8 00
000 00
12.00
$400.00
400.00Carryingvalue
Conversion of Assets Without Gain or Loss
Proceeds redemption of $400.United States of
America,2.50%Savings Series "G"Registered
Bond due 7/1/58 at 97.$388.00
Refund from income difference between
carrying value and redemption
4
1955
Jan.
1955
Aug.1
Purchase of Assets
$1,000.United States of America,3%Treasury
Bond due 2/15/95 at 99.34375 net
Cash expended in purchase of above asset
$993 44
993 44 000 00
Amount transferred from Principal-Realty
Account to consolidate
$1,807 29
7 000 00
$8,807 29
- 3 -
1968
July 22
22
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disbursements
Administrative Expenses
Schmidt,Allison and Townsend:Attorneys'fee
Mellon National Bank and TrustCampany:
Compensation as Trustee
$600 00
439 96 $1,039 96
Proceeds .sale of $1,000.United States of
America,3%Treasury Bond due 2/15/95 at
81.375 net
Carrying value
Proceeds redemption of $1,000.Aliquippa Boroug~
Pa.School District,4.25%Bond due 8/1/55
at 100.$1,000.00
Carrying value 1,007.50 7 50
1954
Nov.
1955
Aug.
1967
May
8
1
9
Loss on Sale and Redemption of Assets
Proceeds sale of $100.United States of
Treasury Bond due 9/15/59 at 102.75 net
Carrying value
America,
$102.75
104.45
$813.75
993.44
$1
179
70
69 188 89
Amount transferred to Income-Realty
Account to pay expenses
- 4 -
$1,228 85
1 326 64
$2,555 49
1955
Aug.1
1967
Oct.11
1967
Oct.14
SCHEDULE ''B''
INCOME-PERSONALTY
Receipts
Citizens National Bank of Washington:
Cash awarded per Decree dated 7/25/49 at No.127
Special February Term 1949 Orphans'Court of
Washington County,Pa.
Interest-Bonds
Aliquippa School District,Pa.,4.25%
$1,000.2/1/49 to 8/1/55 .
United States of America,2.875%Treasury
$100.3/15/49 to 11/8/54
United States of America,2.75%Treasury:
$100.3/15/49 to 11/8/54
United States of America,2.75%Treasury
$150.12/15/48 to 11/8/54
United States of America,Savings Series "G"
Registered
$400.1/1/49 to 1/1/55
United States of America,3%Treasury
$1,000.2/15/55 to 5/8/67
Amount transferred from Income-Realty
Account for distribution
Disbursements
Administrative Expenses
Accrued interest on purchase of $1,000.United
States of Ame rica,3%Treasury Bond due 2/15/95
from 2/15/55 to 8/1/55
Mellon National Bank and Trust Company:
Compensation as Trustee
Distribution
Ray T.Burson:Payments of net income during
period 10/4/49 through 10/14/66
Miscellaneous
Refund to Principal of difference between
carrying value and proceeds of redemption
of $400.United States of America,2.50%
Savings Series "G"Registered Bond due 7/1/58
- 5 -
$276 25
16 24,
15 54
24 35
60 00
366 80
$13 84
39 30
$26 14
759 18 J
$785 32
9 088 63
$9,873 95
,.
$53 14
9,808 81
12 00
$9,873 95
1968
July 17
SCHEDULE "c"
PRINCIPAL-REALTY
Receipts
Citizens National Bank of Washington:
Real Estate situate 448 North Main Street,
Washington,Pa.awarded per Decree dated
7/25/49 at No.127 Special February Term 1949
Orphans'Court of Washington County,Pa,
Gain on Sale of Real Estate
Proceeds sale of real estate situate
448 North Main Street,Washington,Pa.to
Drs.Moses J.Finder and Sherman Spatz for
a total consideration of $7,000.00
Carrying value 3,500.00
Disbursements
Amount transferred to Principal-Personalty
Account to consolidate
- 6 -
$3,500 00
3 500 00
$7,000 00
$7,000 00
1952
Feb.7
1967
May 9
1968
July 17
1949
Oct.25
SCHEDULE "0"
INCOME-REALTY
Receipts
Real Estate situate 448 Main Street,
Washington,Pa.
Rent collected during period
August 1949 through December 1966
Miscellaneous
S.W.Miller:Return premium due to
cancellation of Owners Landlords and Tenants
Liability Policy No.8051397 Zurich General
Accident and Liability InsuranceCompany,Limited
Ray T.Burson:Funds deposited for pa~ent
Iofinteriorrepairstodwelling
Treasurer,City of Washington,Pa.:
~efund of overpayment of 1967 City Taxes
Purchasers pro-rata share of 1968 City
and County Taxes on real estate
Amount transferred from Principal-Personalty
Account to pay expenses
$16,863 25
$3 45
381 11
50
102 91 487 97
$17,351 22
1 326 64
$18,677 86
Disbursements
1968 Administrative Expenses
July 22 Mellon National Bank and Trost Company:
Compensation as Trustee $1,096 11
Expenses:
Real Estate situate 448 North Main Street,
1952 Washington,Pa.
Feb.14 Delbert and Bruce Lytle:
9/23/49 Porch repairs $66.86
11/28/49 Furnace repairs 7.29
1/31/52 Repairs to plaster,painting
bedrooms,hall and living
room 190.00
2/14/52 Balance due for repairs to
plaster,painting bedrooms,
hall and living room 311.44 $575 59
1953
Nov.9 Charles C.Hughes:Roofing repairs 110 00
FOR WAR D $685 59 $1,096 11
- 7 -
1956
Oct.2
1957
Nov.26
BROUGHT FORWARD
Robert A.Bruno and Company:Plumbing repairs
Wendell Williams:Painting and supplies
$1,096 11
187 50
106 45
120 33
$685 59
$108.10
5.53
6.70
Sewer rentalCitizensWaterCompany:
6/5/56
11/6/57
11/26/57
11
1959
Mar.
May 18 Carrie Donahoo:Reimbursement for one-third
share of gas consumed:October,November and
December 1958 and January,February,Mar~h
and Apri1 1959 82 68
1964
Aug.6
1965
Sept.14
Observer Publishing Company:Advertising
during period 6/11/57 through 7/10/59
Miscellaneous repairs,expenses and supplies
during period 1/4/51 through 9/14/65
2996
37 24
95 00
11 40
262 59
942 13
30.00
$21.13
22.63
52.53
$65.00
for one-halfGaleR.White:Reimbursement
cost of gas consumed:
Period ending 2/18/60
Period ending 2/26/63
Period ending 7/19/63
Observer Publishing Company:
Advertising property for sale
John Napolitan:
11/2/66 Plaster repairs and
repairing sidwalk
11/10/66 Repairs to front
door and cementing
C.W.Phillips and Sons:Payments for
miscellaneous repairs during period
7/3/57 through 8/6/64
10
21
10
15
July
1963
Aug.
1966
Nov.
1967
Feb.
Apr.24 Treasurer,School .District,City of Washington,
Pa.:School real estate taxes for years
1949 through 1967 1,852 98
June 25 McVehil Plumbing Heating and Supply Company:
Various repairs and expenses during period
1/4/51 through 6/25/67 1,346 36
27 R.A.Paynter,Incorporated:Premiums to
12/17/69 on liability insurance
Policy No.ALB43204 136 96
FORWARD $5,963 50 ·$1,096 11
- 8 -
'SROUGHT FORWARD $5,963 50 $1,096 11
1967
July 19 Washington-East Washington Joint Authority:
Final sewage service 18 44
26 Kim Stacher:Grass cutting 6/1/67 through
7/17/67 22 00
Oct.18 National Union Fire Insurance Company:
Premiums to 10/17/70 on fire insurance
Certificate 1568 National Union Fire
Insurance Company 377 53
1968
Apr.22 Treasurer,City of Washington,Pa.:
City real estate taxes for years
1949 through 1968 1,380 81
June 10 Treasurer,County of Washington,Pa.:
County real estate taxes for years
1949 through 1968 693 62
July 17 Seller's pro-rata share of 1968
School Tax on real estate 37 22 8 493 12
$9,589 23
Amount transferred to Income-Personalty
Account for distribution 9 088 63
$18,677 86
- 9 -
COMMONWEALTH OF PENNSYLVANIA )
:SS
COUNTY OF WASHINGTON )
ARLIE W.OTT,Trust Officer of the MELLON·
NATIONAL BANK AND TRUST ,COMPANY,the above named Accountant,being duly
sworn according to law deposes and says that the disbursements shown in
I
the account have been made to the parties entitled thereto;and that the
account as stated is true and correct as he verily believes.
Sworn to and 'Subscribed
before me this .;z~day
Of,_---,...~~·",,·;¥.~~_A,.D.1968
.~>n,/~Y4k
7 Notary Public
SARA M.VAN KIRK,Notary Public
Washington,Washington C~ulity.Pa.
My Commission EXvl:'os
Qctobar 14,1970
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined
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,
,;3Jn tltt (@rpltans ll QIourt of lIasltington C!!ounty
In the matter of the Audit of Account in
)
Estate of_A_D_D_A_R_._B_U_R_SO~N_T_R_U_S_T__,
for RAY T.BURSON
TO THE AUDITING JUDGE:
1019 of 68No.•19__•A.A.
our MELLON NATIONAL BANK AND TRUSTEnterappearancefor _
COMPANY,Accountant
___S_e-,-p_te_ffi_b_e_r "19_6_8_
N.B.-Counsel shall,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 stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No.1019 f 68o ,19__,A. A.
--'"(\1."
(1
c,a""?~_..-1
r ;,.-~~rl--..-.:::
J
,.:"~~:-
-~
-'
01
_-.0#
.I
c·,..wif"--I -
,nif)
(j :J~
LJ
c.:;'..:.1
--,
c:::
,
1.1 )
~"J
In re Audit of AccPJlnt in Estate of
.ADDA R.BURSON TRUST
for RAY T.BURSON
AUDIT
'rartipr for .Appraranrr
FOR
MELLON NATIONAL BANK AND
TRUST COMPANY,Accountant
Schmidt,Allison &Townsend
Attorney
~2
)
lin tqr ®rp4auu'aIonrt Df lIaul1tugtDn <!tnunt!}
ESTATE OF No...~P.~~...Of 19....~.~.../~
........._..Adda..R.....BursC>n._.Truat...for...
...__R~y...~.,..,.~IJ;r;'_~9nA _ _ _ .
In the matter of the..f.J~~.1L•.n.d ..F..ina~..
Account of..Mellon..N.a.tional···Bank..Uld Tr•
.........-Co-•........Suo-eea·8G-r··-Truate-e············
ADJUDICATION AND DECREE
And now :.Q~.~~p.~??·4.,19..?~..,this matter came on for hearing,
audit and dis,tribution 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
$..--------.--.-6,201.•~3 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 of distribution he~eto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
'-~~----~--------------V9---/k--~~..,7"
SCHEDULE OF DISTRIBUTION
r .
Balance per account !::._ _ __ _ _ ..
Additional credit asked at audit
Balance _ _ _ .6 207.13$1 .
Deduct Clerk'sCosts &Receipts..~:_ _.._ .
Attorney ~Schmi.dt_.Allis.on..&...T.ownaend .
Mellon National Bank and Trust Company,
Successor Trustee,reaward for contingent Federa
Tax.After the tax is fully settled and the
accountants liability ceases,an~balance of
this reaward shall follow the decree of distribu
tion herein made,as it relates to the distribu-
tion of the remainder and the proportionate
shares therein,without any further formal
accounting to the Court being necessary,400.00
$5,786.63
John A.Burson,1/2 remainder,
William R.Burson,1/2 remainder,
2893.32
2893.31
No balance
No.~2~'-Of 19 ~_~,APx.X
.-1 ~,
~
In the matter of the First and Final
account of Mellon National Bank and Tr.Co.
Successor Trustee
of Estate of Adda R.Burson
Trust for Ray T.Burson
J\~ju~iratinu au~irrrrr
SllL',i .:10 i:':-llSm:lcl
OlmJVH iT:JSSrnl
C"::;I ,,'-1"1 r::.•."
-J{j "U td
(I .:;-i f
~2
3i -Jr6
~
..
IN THE MATTER OF THE ESTATE OF }
Adda R.Bur son Trust for Ray
_T*-'-.-----""B"-u""-"'-r-"'s'-'o"-'n""--====~-
»X~
IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
1019 of 1968NO._~___'=_'=-=~...=..;::-.:o-,-.::...::'--_
KNOW ALL M EN BY THESE PRESENTS,THAT_----""-I.>-._W..u....I""L""'-""L....I""'A-"'-""M~R~.____""B"'_U........R.....S......"O.....N........._
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED'FROM MELLON NATIONAL BANK AND TRUST COMPANy__S=-::u=-,c:o..c=e-=s:...:s:o..o::::..:::r---,T,,--=-r-=u=-,s:o..t:o..e:o..e=-__
OF THE ESTATE OF Adda R.Burson Trust for Ray T.Burson
Two Thousand EightjHundred Ninety-Three and 31/100--------($2,893.31------)DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
1019 of 1968ATNO._
WITNESS MY HAND AND SEAL THIS DAY OF OLLlc_tL.!oi,.lb.Ll.J:e;..Jrl....-19--6..a..
'&jAWITNESSr~'
Principal Cash -$2,893.31
w.ez92
-~£~
William R.Burson
NO.1019 of 1968
ORPHANS'COURT
ESTATE OF
AddaR.Burson Trust for
Rav T.Burs~
DOCKET PAGE _
RECEIPT
FROM
William R.'Burs on·
I
TO
Mellon National Bank and Trust
Company,Successor Trustee
FILED 19__
•>
,"
..~
4~
1.,',~
"I.P
.-------------------------.)
IN THE MATTER OF THE ESTATE OFAd~a R.Burson Trust for Ray T.
Burson }IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
1019 of 1968-NO•.--=-.=....:---==-=----=.c'---=--=----:~_
.!
KNOW ALL MEN BY THESE PRESENTS.THAT_~IL,~J~O~H=N~A=.L.....:B~U~R~S~O~N~,_
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY Succes sor Trustee
OF THE ESTATE OF Adda R.Burson Trust for-Ray T.Burson .XO£X~THE SUM OF
Two Thousand Eight Hundred Ninety-Three and 32/100-------~$2,893.32-----)DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No.10"---19=--:0:..=f--=.-19"-6=-8=---_
WITNESS MY HAN0 AN0 SEAL TH IS_--I/'--L1--L<J:I,~'__DAY OF__---'O~c"-'t'-"o""b"'-"'e""r~,9~.
Principal Cash -$2,893.32
W.8282
NO.101:9 or"1968
ORPHANS'COURT
,ESTATE OF
Adda R.Burson Trust for Ray
T.Burson
DOCKET PAG.E._
L'?
C'J
,.-.
"1
i
--/
-.J~.-
..
_1 :
(l")
RECEIP~:.:-~--:{-::;::
..;_"".r,
{FROM :':'.:.>
~....(.;.',-"')
~'j.--.
t ;.;
•lJohn K;",.Buf.·~~cin
I~_l
(1~-
i ~1
,,
'TO......·1
Mellon National Bank and ~Trust
Company,Successor Trustee
//
FILED ~~19__
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
)
ESTATE OF
ADDA R.BURSON,
DECEASED
)
)
)
)
)
NO.of 1968
RELEASE AND DISCLAIMER
I,ROSELLA B.BURSON,widow of Ray T.Burson,who was the
son of and a beneficiary under the Will of Adda R.Burson who died May 22,
1934,and whose will is of record in the Register's Office of Washington
County,Pennsylvania,in Will Book 51,Page 409,with the intent to be
legally bound hereby,do hereby release and disclaim absolutely any and
'"'
all right and interest whatsoever which I have or may hereafter have in
and to the Estate of the said Adda R.Burson,deceased,as a legatee under
Paragraph 3 of her will.
•
WITN ESS the due execution hereof this
1968.
Witness: