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Home My WebLink AboutOC1968-1348 - ESTATE OF ULLOM/ COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ~ .. ..... ' ss.: Chas. E. Enlow, Trust Officer for the within named accountant, being ~UfY .. sworn according to law, deposes and says that the foregoing account as stated is true and correct as he verily believes. Sworn an~~ubscrib~~~ me this Jg'" 'P day of ~ -~ 1968' &~{lv(fi-~<~ Re grgt·e~r CE4-4 0 (? WASHINGTON COUNTY, SS.: . ' CJ , ,., -., 0:: ~ 0 z ::.::: H z ~ ~ ~ c:x: ' ....::! ~ ~ ~ z 0'1 0 3 0 ...-1 H 111 s 8 Co-t 8 ~ 0 ~ z ~ 8 ~ (/) ::r: 111 ~ 0 0:: 111 ::> "' z ~ ~ H (/) 0:: 8 . 111 8 0 ::r: H z 8 c:x: P-1 0 ) l PITTSBURGH NATIONAL BANK BY'-~~ Trust Officer I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as ~nee ~ v proofs thereof filed to No. I ~ / ~6 Witne~my hand and official sea day of ~;;,u-, 1968 .. s:: '00 <X) <lh-l ~.J.).J.) s::m 0 ....-~ Q) E .,; rnH 0 ~: Q)..; .,; ;.. H~ Co-t ' .. o..s:: Co-t ~ 0 0 ~ z .J.)O I ... ~ s:: X . ~ H ~H 111 .;, fe .J.) 00 ..... :;, • -::l .,; OCo-t uo ~ ~ c:x: ~ 0 S::•osi:.~ :;:::, m 4~ roo""-~~ 0 0 H ....:-. ......., ... --t:S .J.) s:: :::1 H Co-t :; :;: E: . ,; 0 Q) 0 ;::: .... .. ..co .J.) .... <:1)~ ~ .J.) Cll~ -:~ § 0 .,; Q) ·nH~~~ s:: ~.C: b() Q) • .l J~ Q) ...-1 -'0 Q) 0::0 • s:: .c: 0 ~ .J.) .J.) ~· 'cU .J.) <X) .... .,; s:: C\1 ~ s:: ~ C\1 "' m 0 C\1 ~ ::> 0 I •il' r-1 0 ' 1.(\ ~ C\i Qe Cll ~ C\1 .... • 0 z Q) s:: 0 ..c 0.. Q) r-1 Q) 8 r . """" .......... ~ ., , .. ""( \-........ ~ ' I "! i I I \ I I \\ I I TR-2 REV. 9·62 .. IN THE ORPHANS' COURT OF VJASHING1,0N; COUWfY, PENNSYLVANIA ESTATE OF CATHERINE KAY ULLOM, A MINOR FIRST AND FINAL ACCOUNT OF. P~lTSBURGH NRTrONRL BRNK GUARDIAN (, __ ....... NO. 80397-3 PITTSBURGH, PA. OCTOBER 4, 1968 .. s u IV! M A R y .. SCHEDULE A PRINCIPAL -·PERSONALTY I <;"• .. -~ Receipts J;'age 3-$ 8,839.38 Amount transfe i ... red from Income-Personalty 3,251.37 $ 12,090 75 Disbursements Page 4 I 4,263 90 I .. 7,826 8511 I Balance I $_ --.I . . ,- SCHEDULE B INCOME -PERSONALTY ·Receipts -Page 5 $ 3,512 361 Disbursements Page 5 $ 260.99 Amount transferred to Principal-Personalty for investment & distribution -~5l.J7 3 J 5_12 36 ' Balance 0!00 ) 1$ ~--- NET BALANCE· 7,-~2~~ ' I 'I J I -I -' .J· I •. I I ... I r ~,..,... .. 1- :i ... -i,' _: ' ' .. ---- . ·' :......._, ....... · ... CATHERINE KAY ULLOM· . TR·2A REV. 9·62 THE BALANCE CONSISTS OF THE FOLLO\HNG: PRINCIPAL -PERSONALTY - i Common Trust Funds· I l i I -I i i. Common Trust Fund Discretionary Invest- ments of Pittsburgh Neitlonal .Bank '· 959 units $ 8,170 73 Cash -Deficit 3L~3 88 ' $ 7,826 85 ....... - - ' ~-·. ·- " ' .~ ....... ' . .. ••' .. ' " ~~ '• ' -2- .. ' I. . ' ·' : '. I -. .. . . .. ' ·I c-' -----------~--- -' . CATHERINE KAY ULLOM , TR·2A REV. 9-621 II 1959 July 1965 .May 1966 Aug. 1967 . May 1960 Sept. SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 2 Inventory filed I. Assets Purchased Common Trust Fund Legal Investments, formerly No. 2 of Pittsburgh National Bank, formerly Peoples First National Bank & Trust Co. 7/29/59 9/2/60 9/1.1/63 9/4/64 717 units .2752 unit 14 units 14· units Cash disbursed to purchase the above assets Gain on Conversion of Assets II !! 'I 6 1,055 units Common Trust Fund Discretionary Investments of Pittsburgh National 10 10 Bank $8,988.66 Cash in lieu of .66 unit 6.82 8,995.48 Received in exchange for 739 units Common Trust Fund Legal Investments of Pitts- burgh National Bank Carrying value · 8,988.66 Proceeds redemption 81 units Common Fund Discretionary Investments of burgh National Bank at. 9.29976 Carrying value · Proceeds redemption 15 units Common Fund Discretionary Investments of burgh National Bank at 10.1146 Carrying value Trust Pitts- 753.28 I 690.13 Trust Pitts- 151.72 127.80 Conversion of Assets Without Gain or Loss I 2! 710.7248 Conunon Trust Fund Legal Invest- . ments of Pittsburgh National Bank · 8,598.62 Received in exchange for 717 units Common Trust Fund B of Peoples First National Bank -&Trust Co., Carrying value 8,598.62 . Amount transferred from Income-Personalty for investfuent & distribution -3- $ $ 8,598 62 3 35 189 55 "197 14 8,988 66 8,988 66 6 82 63 15 23 92 $ 8,745 49 0 00 93 89 0 00 $ 8,839 38 3,251 37 $ 12,090 75 I -- . . . _.........__...~· •;.,;;..•• ..;...;• .............. ,, ;.;...·· ;.;.;.· •......;....· ~~!~...;.:;·-.... •.;;...' __;,;.....;...---·•.;;:;;•,.,.,O.;.;...• ·;....,;· •;;..:;• o•;;,;.o•·~ ·=~;..:...;..;.• , ~~·;;;...• =,. . ._"-. ..:;..L•....:· .••-"-"" ~~· •:.._,_' '·""-'"'";~"-"•"l~c:...:.•' ·~· -'-"=.....:...:.:_' ::._•• __:•:__!' ~:2.._' .:.___:_c_--'-'-.__'"--'."'~''--'" ·-"'--'"•'-=;~ ... _~,-· ·."';' •. ~•.•·.•.• ...... .'"o· TR-2A REV. 9·62 CATHERINE KAY ULLOM DISBURSEMENTS Administrative Expenses Clerk of Orphans' Court - Filing guardian inventory & two petitions & orders for allowance - Paid 7/2/59 to 5/31/66 $ 1959 July 2 Wray ·G. Zelt, Jr. - 1967 Mar. 1968 Oct. I . 13 4 4 4 ·' Professional services rendered re appoint ment of guardian & sale of real estate in Estate of w. R. Nelson $ 125.00 Reimbursement for costs advanced 6.50 Notary fee Russell Marino, Clerk of Filing this Account Zelt and Zelt - Orphans' Court - Attorney's fee Pittsburgh National Bank - Guardian's compensation Distribution Payments· to and on behalf of Catherine Ks,y Ullom, a minor: Irene's Beauty Academy- Tuition & expenses -Paid 6/7/66 to 3/3'1/67 Harry Ullom, Jr. - Allowance for needs of minor· - Paid 9/2/60 to 5/27/66 Catherine Kay Ullom - Allowance for clothing, Supplies, traveling expenses, meals & other ex.penses -Paid 6/7/66 to 4/18/67 . ) . i $ I 10 00 1. 131 50 0. 75 16 00 250 00 550 00 $ 875' 85 1,800 00 629 80 ~ ·• ....... , 958 25 3,305 65 $ 4,263 90 CATHERINE KAY ULLOM .. ,_., -.,...,...---.,._ __ "'. -~-·-- - TR-2A REV. 9-62 SCHEDULE B ----- INCOr'iE ~ PERSONALTY · ! I RECEIPTS I I i I Income -Common ·Trust Funds. \:-1 Common Trust Fund Legal Investments,· formerly B of Pittsburgh National Bank, formerly Peoples First National Bank & Trust Co. ; 717 units -10/23/59 to 9/1/60 $ 436 46 711 units -11/21/60 to 9/5/63 . 1,075 80 725 units -11/22/63 to 9/2/64 382 80 739 units -10/27/64 to 5/l~/65 281. 18 $ 2,176 24 .• Common Trust Fund Discretionary Invest- ments of Pittsburgh-National Bank .. ·--1,055 units ~ 7/31/65 to 7/31/66 $ 512 35 974 units -1~3~66 to 4/2~67 287 83 959 units -7 31 67 to 7;31 68 _____ ?35 94 1,336 12 ' $ 3,512 36 DISBURSEMENTS I I Accrued income on purchase of securities - Paid 7/29/59 · · $ 52 L~8 1965-1968 county personal property tax - Paid 7/1/65 to 6/5/67 · 3 62- \I Guardian's compensation 20l~ 89 $ 260 99 Amount transferred to Principal-Persorialty \.. for investment & distribution 3,251 37 $ 3,512 36 - j .. ' - II I I l SMK:lmp ., -· '--' -5- I .I .. '· ., ! .. I . ' \j:l' Form for Guardian or Trustee Jrtitinn ~ur Aubit 1Jn UJ~r ®rp~ans· <t!nurt nf llan4ingtnn Qinunty Estate of ....... g.~~.h!:.!:.~~!:. ... ~:':I;Y.. ... Y..!.!9.~.; ..................................... . ...... (~l2.~ .... ~Y. ... ~~EE.~.~.S.!: .. l ... g:':I;E.h!:.E~~!:. ... ~:':I;Y.. ... P..!.!.?.~ ......... . ~ ...... ~.!.~.~~.~) ........................................................................................... . Date of tr:ust . Jul 29 1958 or guard1ansh1p ...................... Y. .......... .:! .......................................................... . If there have been former accounts filed in this estate, list: None filed Filed at No ........ J.2.~~ ................ of 196 .. ~ .. Fiduciarr ...... f:.t..t.t.~.tm.r.s.h .... W.~.tJJ?.nP..l ... ~.P..nk., ... J;ill9:r.9..1.9::n Placeo~reco~d No. 257 of 1958 0. C. of appointment. ........................................................................................ ~ .. Reason for filing this account. .... EQ.r.mer .... millQX:: ... be~.am.~ ... 2.l. .. Y.~IlX::§ .... Q.f .... a8;.~ .... Qn .. .S.~.P..t.~m.b~~.t .... 2.3 . ., .... l.2.6.S. .................... . All persons having any interest, vested or contingent (including claimants)·, in the fund now before the Court, with the nature of their interests are: · Catherine Kay Ul1om (now Plants), former minor -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 ~y the Court or difficulties that must be met in distribution: . 'J. J,J .. -~: £ "·' .None '.·-A. ,(: Balance for distribution per account, Principal $ .. 1..~.~~.9 .. ~.~:? .................................. . Additional debits not shown in account: (Indicate whether income or principal) Principal:- Income Proceeds redemption 959 units Common Trust Fund -Discretionary of Pittsburgh National Bank $9,824.77 8,170.73 Cost Income:- October 39, 1968 Income on above units Additional credits not shown in account: (Indicate whether income or principal) Income:- Total additional debits Pittsburgh National Bank: Compensation Total additional credits Balance for distribution Principal $ .... ~~480.89 ....................................................... Income $ .......... ~ 01. 85 ................................................ Total $ .... ~.J..?..~?.~.z~ .... : .......................... . $ ..... :.:.:::::.: ................................... .. $1,654.04 108.35 $.1.,.1.6.2. • .3.9 .................. , ................ . ~ 6.50 $ ............. §..~ .. ?..Q .......... . ........................ 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 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: · , To Catherine Kay Ull~m (now Catherine Kay Ullom Plants) -Balance, after costs of Audit of this Account (See Stipulation of former minor attached hereto) COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly ......... ~.~9.E~ ............ doth depose and say that the facts set forth in the foregoing petition are true to the best of ......... h~.:'! ................... knowledge and belief . ... ~~9.!~L ............... to and subscribed before me This ............ 6..4 .......... (c..day of ..... ~~.Y~~~.~E ................... l96 .... ?. Signature of Officer.~ ... ~L ... £.;.dz:?.: ......... .. Title of Officer ........... N.9.~.~.;:Y. ... J'g.1:?.~J!7 ....................................... . ss • • F b 1 1968 . MABEL: E, RUTAN Off1ce expires ..... , ......... ~ ... E~.~EY ....... t .................................... ~JG::::~.i\·":'·· PUBLIC / And your petitioner will ever pray, etc. PITTSBURGH NAT ON BANK WASHINGTON, WASHINGTON, COUN'i'V MY COMMISSION EXPIRES FEB. 1, 19G9 ~ :._ .,,.__... .... ~ ... ~YJ.t• .-~. i--t ... .. ~a ·~!t --1. ' cl ·~ < '' ··~>J Jrtitinn &ur 1\uilit IN T~E ORPI-IANS' COURT OF WAS~INGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No .......... J}£t§ ...... of 196 .... § ... .. ESTATE OF ....... 9.~.!::h~.E.~P.:~ .... K:~Y..Jl.J.!.2~ ..................... . .. (!-!.9.~ .... l?.Y. .... ~!i!-.E.!"J.?.8.~.~ ..... 9.~.1;.h.~I.;hP.:~ .... K!i!-.Y. ................. . 1mR. Uliliom Plants) ·····································~············· .................................................................. .. -·· .. ························-;;;·i~-~~=~~····························- . ............... ~.!.~.!::.~.P..~.EB.~ .... ~~-~-~.9..~.~-~---·~-~!?:~ ................ . Guardian Counsel for the accountant shall submit herewith the following, if pertinent: 1. Will or trust instrument-attested. 2. Inventory. ;3. 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 . ....................... ?.;.~J.!;, .... !i!-.!}.9: .... ~.~J.~ ............................................................ .. Counsel for accountant. 4 ST:;:··; ::J ~:·')_~;:~nJ o;~n.1Vl: 1· ,JSSJ!J G 0 : ~~ t:·J ,~_;'{ r ·-\J ..• ~ ., ! . U ~·~ .. '.· l u•,. ~ ~ .. --f (} rJ • ESTATE OF CATHERINE KAY ULLOM, . A MINOR ) ) ) ) ) • In the Orphans' Court of Washington County, Pennsylvania No. 1348 of 1968 DECLARATION,AND REQUEST FOR CONFIRMATION OF ACCOUNT I, the undersigned, CATHERINE KAY ULLOM (now by marriage, CATHERINE KAY ULLOM PLANTS), d~ hereby certify that I was born September 23, 1947, and became twenty-one years of_ age September 23, 1968; that I have examined the account of Pittsburgh National Bank, my Guardian, 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 this o2..lJ day of October, 1968. fdl~rv<~~ CATHERINE .KAY ULLO~ Now by marriage: f!~,C:~~f~ CATHERINE KAY ULLOM IAAmS WITNESS: j~~~ 3Jn tqr ®rp4anB' Qlnurt nf llasq1ngtnn a!nunty ESTATE OF _Q_~t~-~rtn~--K~Y..Vllo.mJ ____________________________ _ a minor. No.)~-~~----Of 19 ... 9.8 ..... ,~ First and Final In the matter of the---------------------------------------- Account of .... ~~~~~~~E.SI~:-~~~~~-r_l_~~--~~-r_l_~l. ... ____________________ . _______________________________ G_JJ~r.dtP..J1 _______ _ ADJUDICATION AND DECREE And now ........ P.~~~-~):?-~~-----------------------------1/ ... , 19 .. ?.~--, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration th~e3B~~~alance for distribution in ;the hands o_f the Ac_cou·ntant_ is determ_in_ed to be $ .... L------~--------------------------------------------and the accoun't IS accord 1 ng I y conftrmed; and 1t IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with 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: ~) _________ ! ____ ~.C~ ~--(/J -~-·'··~·4~· SCHEDULE OF DISTRIBUTION Balance pe·r account·------------------------.--------------------------------------------------------· $ ... 7+82.6. •. 8.5 Additional debit asked at audit 1762.39 Additional credit asked at audit 6.50 Balance~------------------------------------------------------------------------------------------------------ Deduct Clerk's Costs & Receipts _________________________________________________________________ _ 24.00 Attorney .... ---------~-~-1~-~--Z-~lt ..... -------------------------------------------------------------· $9,589.24 $ ... 9.1_582. •. 74 $9,558.74 ·() / L~ . .:l~ I 1'-~ / Catherine Kay Ullom,Plants, balance, 9558.74 ~~~ ~(J(!_ No balance J c,. L .; ....... ..) J .. ' .. ;o ( _; ' -, j, . ~ j ,_, c··. ' . ~ )t" . j . t" J. -... ~ c.'. .)..) -- 0 ..... 0 lh' n :J z n 0 0 -+ !=> ..... c: ::r CD ~ CD 0 ..... 3 0 ' ..... 0 ..... ;if .., 0 0 ..... ..... ..... ::r CD ~ 0 ~ t:Y 0 .., .._.., ~· = t, ....,-{ (f) ... t:Y )-.... ..-. 0...::3 -· ::;: ..:...1 - to'\ -·-' oc::; ~ l.J· 1 ~i: - ~ '--::(_.. ...... )\) -~t:. -· ~ 'c ·~ L-a) = ~l·• ~et:: = ~ L.U ~ :"'. w~ ~~ ~ () -·t :::H!' = l j • C::W' t:Y (.;! c.:: ...... J 0.."") s (') . o; ~ , .... to'\ .J ~ ~ j -\' ) .wU.J ... J j .;_, .. ~ ·'--' ~~ --\ . - j .... , ·; / RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS, That I, CATHERINE KAY ULLOM, (now by marriage, Catherine Kay Ullom Plants), having attained the age of twenty-one years, do hereby acknowledge that I have this day received of and from Pittsburgh National Bank, my guardian duly appointed by the Orphans' Court of Washington County, Pennsylvania, the sum of Nine. Thousand Five Hundred Fifty-eight and 74/100 ($9,558.74) Dollars, being the amount awarded me at No. 13.48 of 1968 of the Orphans' Court of Washington County, Pennsylvania, in full satisfaction and payment of all claims which I have, or might have, against my said guardian, and ·.o'fl!all monies or property for which it may be accountable, . ., t• and I do, therefore, by. these presents, remise, release, quit-claim and forever discharge the said Pittsburgh National Bank, and its successors, of and from the said guardianship, and of and'from all actions, suits, payments, reckonings, claims and demands whatsoever, for or by reason thereof. IN WITNESS WHEREOF, I have hereunto set my hand this --~~~~~------- dayof ~ , A. D., 1968. NOW BY MARRIAGE: · r!a;tknW&flf Uht ~ Catherine Ka~lom Plants (SEAL) WITNESS: ~~~