HomeMy WebLinkAboutOC1968-1040 - ESTATE OF OPPENHEIM~I
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WILLIAM OPPENHEIM,
A MINOR.
IN HE:ESTATE OF
IN THE ORPHANS'COURT OF
WASHINGTON eauNTt;,PENNSYL-
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GUARDIAN'S FINAL
ACCOUNT
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JAMES Co.BANE
ATTORNEY AT LAW
WASHINGTON,PENNSYLVANIA
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WASHINGTON TRUST BUILDING
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IN THE ORPHANS I COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF
WILLIAM OPPENHEIM,
A MINOR.
)
)
)
)
)
No.lo~o of 1968,o.c.
I,WILLIAM OPPENHEIM,d?hereby certify that I attained
my majority on the Cfth.day·of·FE8RUAR.'t...,19 t:,8 •
I further certify that I have examined the within
account and I do hereby approve said account.
I do he~eby agree to accept in kind the stocks listed in
said account and which make up a part of the balance to be distrib~
uted to me.
and Leroy L.1/ITilliams
19
shares Mingo/Vunction Oil Co.
shares American Telephone &
-Telegraph
shares American Telephone &
Telegraph -
shares 'Grumman Aircraft
Engineering Co.
19 .shares United Merchants &
Manufacturers Inc.
shares Allegheny Power Company
shares Tri~Continental Corporation
to me of the following stocks:
~'
447
3
56
568.364
~---I hereby release A.L.Stor.mwind
as Testamentary guardians of my Estate.
William oppeeiili
A/KA t!k/~JI &~
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IN THE ORPHANS t COURT OF WASHIrJIGTON COUNTY,PENNSYLVANIA
)
IN HE:ESTATE OF
WILLIAM OPPENHEIM,
A !lUNOR.
)
)
)
)
)
NO,/~@ of 1968,.~.
FIRST AND FINAL ACCOUNT OF
A.L.STORMWIND AND LEROY L.WILLIAMS,
TESTAMENTARY GUARDIANS
The Accountants charge themselves with the following:
Amount awarded Testamentary Guardians from the
Estate of Louis R.Oppenheim,Deceased,at
No.132 of 1955,A.A••••••••••••••••••••
Minor's proportionate share of assets recovered
in the Estate of Louis R.Oppenheim,subse-
quent to the Audit of Executors'Account:
8,756.12
Legal fees collected by James-C.Bane,
Esq.,from pending business •••••
Costs collected from Prothonotary's
Office • • • • • • • • • • • • . • •
Amount received from sale of law books
Amount received from settlement of
Trespass Action entitled "Louis R.
Oppenheim vs.Jack Roberts"filed at
No.159 February Term,1953,A.D•••
$141.66
27.60
11.67
500.00
Refund from American Express Company
on shipping charges for books sold •• •
Error in account in the amount of
$412.01 filed by Executors in the
Estate of Louis R.Oppenheim,deceased,
noted "Refund of Advance".This item
was improperly included in the Account
as a credit ••••••••••••••
Interest received from First Federal Savings
and Loan Association • • • • • • • • • • •
137.34
821.41
440.54
Interest received from General Motors Acceptance
Corporation •••••••••••••••
Dividends received as per Schedule B attach~d
384.30
4,756.67
Profit on sale of stock
Sale of fractional share of Gruman Aircraft
Engineering Co.
Sale of stock in Sunset Beach Corporation • •
930.24
41.38
1,000.00
Refund on Income Tax • • • • • ••••••••274.37
TOTAL CHARGES
Net underpayment to Jay Oppenheim.• • • • •3.24
NEW TOTAL CHARGES------$17,408.27
The Accountants claim credit for the following:
Advancements to minor as per Orders of
.Orp~ns.'_Co~t • ••.•• • • • • ••• • •$1,673·40
Dr.J.Carle,Dentist ••••_•••••••••
Administration Expenses • . • • • • • • • • • •
Bank Charge s • • • • • • • • • • • • • • • • • .
All~gheny ~ower Company,Dividend Refund ••••
413.65'
230.99
1.84
188.00
28.00
147.92
71.50
3.00
18.00
1.00
50.00
..
..
.. . .
. .. .
• •
• •
..
fees . . . . .". . . . .
. . . ... ..... ...
Minor's proportionate share of deficiency
Federal Estate Tax assessed on the Estate
of Louis R.Oppenheim,deceased • • • • . •.'.. ...._.1
James C.Bane,Legal
Mae Herceg,Notary fee • • • •
James C.Bane,Attorney's fees ••
James H.Douglas,Reg.,filing Inventory.
Russell Marino,Reg.,filing Account
Federal Income Tax •
TOTAL CREDITS -------$2,827.30
SCHEDULE "B II
Dividends received:
Gruman Aircraft Engineering Co.
American Telephone &Telegraph Co.
United Merchants &Manufacturers Inc.-
Mingo Natural Gas Co.
Allegheny Power System,Inc.
Standard Brands
National Dairy Products
Gaylord Container
Penna.Railroad Company'
Baltimore &Ohio Railroad Company
Tri-Continental Corporation
$421.61
2,231.05
266.23
146.00
1,357.63
1.93
7.91
78.75
3.83
.1.33
240.40
TOTAL SCHEDULE "B"--:.-----$4,756.67
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF )
)
WILLIAM OPPENHEIM,)
)
A MINOR.)
NO.__of 1968,0.C.
SUMMARY
Amount awarded Testamentary Guardians
from the Estate of Louis R.Oppenheim,
deceased
Minor's proportionate share of assets
recovered subsequent to Audit of Account
Interest received
Dividends received
Profit on sale of stock and fractional
share
Sale of Sunset Beach Corporation stock
Refund on Income Tax
Net underpaymen t to Jay Oppe,nheim
Credits claimed:
Advancements to minor
Minor's proportionate share of
deficiency Federal Estate Tax
Administration Expenses as set
forth above
8,7.56.12
821.41
824.84
4,7.56.67
971.62
1,000.00
274.37
1,673.40
7btO.2.5
$17,40.5.03
3.24
BALANCE FOR DISTRIBUTION ......-----...---.....
I ,
The balance for distribution consists of the following:
Cash in Bank
Savings Account
MinorIs share of stocks to be
awarded in kind:
,.
'4sha.res Mingo Junction 'Oil Co.$
47 shares American Telephone &,Telegraph'
3 shares American Telephone &"Telegraph '~'
19 shares Grumman Aircraft
Engineering Co e
19 share's United Merchants &
ManufactUrers Inc.
56 shares Allegheny Power Company
200 sha.res Tri-Continental Corporation
10 shares Trl-Continenta1 Corporation
10 rights American Telephone &
Telegraph _'
100.00
2,612.70
584~39
"',466.37
,208.12
1,115.16
7,550.38
525.15
19.90
$998.,8
400.0
,.
13,182.17
$14,580.97
358.364 shares of Tri-Continenta1 Corporation acquired by re-
investing dividends received.
I ,
.,
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN HE:ESTATE OF )
)
WILLIAM OPPENHEIM,)NO.of 1968,o.C.
)
A MINOR.)
A F F I D A V I T
STATE OF PENNSYLVANIA )
)SS:
COUNTY OF WASHINGTON )
Before me,the undersigned authority,personally appear d
A.L.STORMWIND and LEROY L.WILLIAMS,Accountants and Testamenta y
Guardians of the Estate of William Oppenheim,a minor,who,being
duly sworn acco~ding to law,deposes and says that the above
Account as stated is true and correct as they ver~ly believe.
Sworn to and subscribed
before me this';i?5 day
of July,1968.
lJn t4t OOrp4ttns'<Unurt of IItts4ington <Ununty
In the matter of the Audit of Account in
)
Estate of_-=-WI.:.=.::L::.:L::.:I=:A:..=;M=-=---=-O=...P=...P=E:::;N:.:::HE=:;':...:I::::M..::.;,"------I
a minor
TO THE AUDITING JUDGE:
No.1040._~.19....6fL.A.A.
Enter__--=-m:.=,yJ--,appearance for --'A'""-"'c<-"c<...:o:!.1m~=-t"'"a~n...,t"-'s"'-~__
September
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 pape'r.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
/
No.1040..19~.A.A.
In re Audit of Account in Estate of
tVILLIAM OPPENHEIM.
a minor
AUDIT
·Jlrurtipr fnr !\pprurUutr
FOR
ACCOUNTANTS
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JAMES C.BANE
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Attorney
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JAMES C.BANE,ESQ,.
247 Washington Trust BVi1di))g
Washington,Pennsy1van1a 1~301
Form for Guardian or Trustee
'rUtinn ~ur i\u~it
11tt wqP (@rpqUtt!i~(!tnurt of lIuliqittgtntt OJnuttty
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Estate of..~~.~~.~~9.Rg~~1~.~~~..
For J!YJ1.1.I~J~Q.f..:EP.;.N~.J.!:'1..t ~mJP.:9..r..
minor-incompetent-life tenant
Date of trust.~...,..-...
or ·guardianship A:P..;r..il..:.3:.;l~95.4:~:,..
If there have been former accounts'..
filed in this estate,list:
Filed at No ~9.49.of 196B..
Fiduciary Aft L.r.S.'r.Q.J:U:f.w.n~.D.au.Q...
.........................1.:g;B.QX ~.!WJ1.~IA~~L .
Place of record ••
of appointment.....v.P.:9.&r...J:{.;J;.JJ 9.;t.'1g.1l;h.?B..~..
Oppenheim,Deceased..Will Book 81,
Page 392.
..
..
Reason for filing this.acc?unt.::~in.Q.r.at.t.a.in~.d maj.Q.r.i.t:y.Qn .F..e.b.r.1lar.y.9..,.l9~6.8 .
All persons having any interest,~vested or conting~nt (including cl~imants),in the fund'no~'before the Court,
with the nature of their .interests are:'
WilliallL.9ppenheim
All of said parties have received notice as required by the Court Rules except as follows:
No exception
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:
None
Balance for distribution per account,Principal $14,580.97.................................................:.
Additional debits not shown in account:
(Indicate whether income or principal)
Additional credits not shown in account:
(Indicate whether income or principal)
Income
Total additional debits
$.
$.
Balance for distribution
Total additional credits $..
Principal $14...t.5..{?Q.~..9..7 ..
Income $..
Total $l4.".5.B..Q.,..9..1..
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 of $1,398.80 in cash,less
the cost of filing and auditing the Account,and the following stocks
to be distributed in kind.:
4 shares Mingo Junction Oil 50.$
47 Shares American Telephone &
Telegraph
3 shares American Telephone &
Telegraph
19 shares Grumman Aircraft Engineering Co.
19.shares United Merchants &
Manufacturers Inc.
56 shares Allegheny Power Company
568.364 shares Tri-Continental Corpo~ation
100.00
2,612.70
584.39
466.37
208.12
1,115.16
8,095·43
"'..,..'
The above named minor has elected to accept the above stock
in kind at the values listed above.Election attached hereto.
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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:
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,~SS
And your petitioner will ever pray,etc.The above named Fiduciary or representative thereof,
being duly s:w:or.n doth depose and say that the
facts set forth in the foregoing petition are true to the
best of...t.h~ir.knowledge and belief.
......s.:w..Q.;r.n to and subscribed before me
This ,,/:Q ::day of §§l?.t.~mp..§.r.196.Q.~
~2£,,'~~,","',
Signature of Officer :~::...~.",:':'i:.~.;,...~..,.....;MAE HERCEG~·--'~">
Title of Officer tjatMY.Publlc;..W~shingtoRt..~hfR_..ci.-..~
My Commission Expires JU~28.197..1
Office expires ?:;..
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'"'rtitinu ~ur i\u~it
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OJ:t TRUSTEES
No..1.9.4.Q of 1968..
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minor-incompetent-life tenant
FOR.WILLIA1:1..Q.PPENlIEIM.,a.minQ.;r'
ESTATE OF :v:[J.11..IN1.Q.:P..f:.;$..NJ:+.:g;J~:L ..
,
Counsel for the accountant shall submit herewith the
following,if pertinent:
1.Will or trust instrument-attested.Sl,l!ti\?i]~!;Y.S1!J:m
2.Inventory.0",...~til USc::mJ
3.Signed elections of items to be taken in kind..-::'
if distribution account.
4.Stipulation or certificatJ ah:~ndtJ appl'o¥ingJ"
account...t_~(.I__J C3f
5.Praecipe for those represented.
6.Brief-for any question of law raised.o,3 -1'.~!
Counsel for accountant.
~2
JAMES C.BANE,ESQ.
247 vJashington Trust Build.ing
Washington,Pennsylvania 15301
1Jn tqr OOrp~UnB~QInurt Df lIusqtngtnn<tlnunty
ESTATE OF No.__.).9.~~Of 19..?~....J~~X
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In the matter of the_.F.ir.s_t...e.nd...F..in...e.l..
Account of._.~.!...~.~...~.~~.~~.~~~~_..~p.~L_~.e.I.'.OY L.
Williams,Testamentary Guardians
ADJUDICATION AND DECREE
And now ..$.~P.t~m.:!?t?r ____/:J--.-.1 19__~~_1 this matter came on for hearingl
audit and distribution at this session and testimony taken;and thereuponl upon due consideration
thereof the balance for distribution in ithe hands of the Accountant is determined to be
$.----.--...14,.5.80-_-91.-..-------------------...and the accoun1t is accordingly confirmed;and it is orde'redl
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and mode a port hereof,unless exceptions hereto be filed
sec.reg.or on appeal be token herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance pe'r account .._...._...._..----..--------------.-.-..-.-----,
Balance.. .._..- -..-..--.------.-..------.-------.---.
$...Jh,.5.~9 -97
$..._._J_4,.5.~9.97
Deduct Clerk/s Costs &Receipts_.. .._..-----
Attorney ._~~_~~_f?9.~?~!_?:~..__-----------------,
William Oppenheim,balance,including $1,370.80
cash and the following assets,held in kind
and distributAd as such at the value as shown,
per election filed:
l~shares Hingo Junction Oil Co.
l~7 shares American Telephone &Telegraph
3 shares American Telephone &Telegra.ph
19 shares Grumman Aircraft Engineering Co.
19 shares United Merchants &Manufacturers Inc
56 sharesAllegheny Power Company
568.364 shares Tri-Continental Corporation =l~~~+No balance
No.._..__..Of
In 'the matter of the
account of
of Estate of
19 ....__..1 A.A.
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