The URL can be used to link to this page

Home My WebLink AboutOC1968-1352 - ESTATE OF KOTELESI STATE OF PENNSYLVANIA, ! SS: COUNTY OF WASHINGTON, .. . Personally appeared before me the undersigned authority Chas, B. Enl0"-.1~ Tr.lSt O~ficer of Pittsburgh Nat-ional Bank · · · t .• .......................................................................................................................................................................................................................................................................... guardian of the estate . of... .... ~.~~~~ ... ~.;!!~.~ ... ~/.~{~: ... ~!~~~;.'.~.~.~ .. }~~~.~.~ ........................... : .......... :· ..... ::: ... :: ..... : ............ : ........ . . . .......................................................................................................................................................................................................................................................................... minor ·. , who being duly sworn, deposes and says that the following is a true and correct Inventory and State- ment of the person·al and real property which are of the estate of the above named minor·,. P!t~'sbur~ N~~}_!~l( .. 81.: ......... ~.~ .............. :::: .. ~~.=~ .... : .............................................................. . Trust Officer ... ~letropoU.tan Life Insurance Comparor • Proceeds of PoU.ev on ~ . ' . . !"j; ' ! ' --- • I " --· ' ., ~ • ..lo ... •·I . • .. .. .• 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. Dollars Cents ~--------------------------------------------------------------------------------------------------~ \ 00 ST:L'.\ :10 !.!:-" I.;:;~;J;l!:l o;.:;~; 'i>. ·r::: .. SSf':~l ('"' -"l' ""• .,.:· : r~ , !q r-·· < • ~ • \..,.,." v,:.~--j '":.. ~.,. (I:-: ... ~· •. f; ,, , II ,..;, v ;: "l No ..................... ~ .. l?..-?. ............ ; .. ;~.~ ................. :: ...... , 19 .. ?..?. .... ~ · C • : In _Re Estate of .................... ~···~~.!?:~.~ ... ~9.~.!;.l,!;.~ .... f!.!..~/..:':': ........................... . Linda Lee Koteles ............................................................................................................. .,..,. GUARDIAN'S INVENTORY AND STATEMENT ·Fee·$ ....... : ........................... . Filed ...................................................... _. .. : .............. , Barna and Barna Minors: 19 ........... .. ............................................................................................................... Attorney.· ~-2 ! t ... -~' COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON ) SS. : ' . .,.. , Chas. E. Enlow, Trust Officer for the within named accountant, being duly -.. sworn according to law, deposes and says that the foregoing account as stated is true and correct as he verily believes. Sworn and subscribed before me this d,! day of ~-=-+:; 1968 ~-?Jz~ Register WASHINGTON COUNTY, SS.: I 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 evidence b£ / proofs thereof filed to No. ltJt{d {j / ~P Witn~~d official seal this day of ~~·r, 1968 ' ~7?1~ n~glster-of Wills " s::: \ p:: IX. co '0 ° ~ s <:X 0 0 \.0 a>..-! ri.. i::~ ~(Y z ~ ..j.) ..j.) '\) ~ 1~::~ ..j.) 11.'" H Z 0\S::::ctl 0 l&l ! S:::l J!l fl)~ C) .... ..:t ..j.) ~ o a>.n -n ~ ~ s::: 8 o 1--l ~ 1H 1H --. :3 co (.) ~ o.s::: !H 1:1. .~ 0 r. Z 0 <I> : ~ \.01 '"" 0,..... U) ~ • 0 ~ !c:: C) I \1 Vl I'Ll 0 z ' ..j.) C) I II: ; '::! C) 0\ r-f ...:I ....:! H ~ . S::: X ; !... <t: fil I'Ll ~ 8 H :3~ I'Ll "' !! t--!H 8 E-1 z <t: Q ..j.) 0 0 Q : Clll~ ~ (Y)I ....'1. o C:X: 0 H z p:: ..-! o !H '0 • : oz 0 I , 7 8 ::.::: IX. ~ ~ C) s::: ::s i ~p:: !H U) ::r: :::::> cO ~.) cO . g . <t: 0 fil I'Ll Q d CJ 0 ~ ~ c l z I'Ll z cc; ..j.) S:::::J ~!H3t:! 'J!l .....:~ ~ :::::> ..-~o a>os s::...: -o a>l ,~.., J!l .. ..co ..j.) ~ £ s:: s:: ~ E-1 U) ~ ..j.) fll!s:~~~ cO 0 Q w 8 o ·rl a> ·rl ~ ::. ~ E ~ , ....... - 0 • z p:: 8 s:: ~ .c: b() Q) 1: .., ~ ~ ~ H H H .J.l Q) .-f '?,. ~ """ Z z .....:~ 13:. ~ -o a> cc:o~~ 8 p:: ~ { s::: .c: 0 ""-) ~ Q) ct: +> +> • a .ffl 8 I J TR·2 REV. 9-62 .\·. IN THE ORPHANS• COURT OF WASHIN~'J'ON COUNTY, PENNSYLVANIA ESTATE OF LINDA LEE KOTELES, A MINOR FIRST AND FINAL ACCOUNT OF P~lTSBURGH NRT~ONRl BRNK GUARDIAN ... \ NO. 80701-:6 PITTSBURGH; PA. OCTOBER ~4, 1968 \ ! \I I I S U M M A R Y SCHEDULE A PRINCIPAL -· PERSONALTY Receipts Page 3 Ailiount transferred from Income-Personalty Disbursements Page 4 ~eceipts Balance SCHEDULE B INCOME -PERSONALTY Page 5 $10,092 .oo . 464.87 $ $ $ 29.67 10,556 87 5,3L~8 94 Disbursements Page 5 Amount transferred to Principal-Personalty for distribution 494 54 _____ .__:_::::_:_j...:::_:._.u. Balance Ngr BALANCE · $. 5,207 93 0 00 $ 5)207 93 .(;: ~· " ..• "' ~"-'---' LINDA LEE KOTELES TR·2A REV. 9·62 THE BALANCE CONSISTS OF THE FOLLOVJING·: PRINCIPAL -PERSONALTY Savings Account Dollar Savings Bank $ 4,400 00 Cash 807 93 $' 5,207 93 ·- .. I I - I I I \ ; ' ·- ·. {, ... .. .. ·: -2- : . : . .. :.--. . i •. .- r~ J. ·-. ' .: ..... ~ .. LINDA LEE KOTELES TR·2A REV. 9·62 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1966- Oct. 18 Inventory fiied $ 10,092 00 Assets Acquired 1966 ' Nov. 4 Deposit to savings account at Dollar ·-Savings Bank $ 7,500 00 Cash disbursed to acquire the above assets 7,500 00 0 00 ConVersion of Assets ~vi thout Gain or Loss ' Partial withdrawals from savings account at Dollar Savings Bank 9/22/67 $ 750.00 2/14/68 '850 .oo 7/12/68 1,500.00 3,100.00 Carrying value 3,100.00 0 00 $ 10,092 00 Amount transferred from Income-Personalty for distribution 46L~ 87 /' $ 10,556 87 --- ' ' '< "' ---3- _, " : I -· ' '• ' . > . ·. \. ·li : --I : . . ~, .. . ; LINDA LEE KOTELES ~R-2A REV. 9-62 DISBURSEMENTS Administrative Expenses 1966 Oc.t. -19 Clerk of Orphans' Court - Certified copy of appointment of guardian and filing guardian inventory $ 3 50 28 Barna & Barna - Professional services rendered re appointment of guardian & petition for allowance -$ 100.00 Costs advanced 8.50 108 50 1968 Oct. 14 Russell fvlarino, Clerk of Orphans' Court -• Filing this Account 15 00 14 Barna & Barna - Attorney's fee 100 00 llJ. Pittsburgh National Bank -. Guardian's compensation 400 00 $' --627 00 Distribution Payments to and on behalf of Linda Lee Koteles, a minor: Drs. Norman G. Golomb & Fred s. Klein - .. Obstetricai care -Paid 3/28/67 $ 90 00 I Linda Lee Koteles -Allowance for maintenance & other expenses -Paid 10/28/66 to 9/30/68 4~375 00 ·Memorial Hospital - Services rendered -Paid 4/17/67 216 94 Howard B. Gadd, M.D. - Obstetrical care -Paid 4/11/67 lj.O 00 4,721 94 .. $ 5,348 94 ; .. i .. -4- . .. I ., .. I '' TR-2A REV. 9·62 I \ SMK: lmp .. I I J . ·~ ' ( " LINDA LEE KOTELES SCHEDULE B INCOME -PERSONALTY .. RECEIPTS Interest -Savings Account Dollar Savings Bank · to 7/12/68 . . \ DISBURSEMENTS. Guardian•s compensation· Amount transferred to Principal-Personalty for distribution. . . -5-. .. ·. I . ; '· I $ 494 54 $ ... '. 29 67 464 87 $ 494 54 .. .. . ' . . . .. .. ., I. lJn t~r ®rp~anu' arnurt itf -mau~ingtnn arnunty In the matter of the Audit of Account in Estate of.:_· -=L~I:..:.N.:..=D:...:A.::........;L=-E=E---=.K.:..:OT:..::....;E::..:L=-E=-S-=-----~/ No. 365 , · of 1966 O.C ~ :m:xx~x.:w.<: TO THE AUDITING JUDGE: Enter,..--_ ____,o<->u"'r.,__ ___ ~_appearance for ___ ~P""'.a,..,_.t,._."':t_,s._.b"'u....,.,r4g~h,_.___.N~a.._..t_.i..,o..u..!n .... a.._,l,.___,B,_.a .... n"""""k"-l~'--G::::::....u...,a=>..:r_,d"-'1~· a~n!,..__ of the Estate o£ Linda Lee Koteles. ·s 12th day of. __ _:::D:..::,e,_,c""e~m~b~e~r~--'--- N. B.-Counsel shall, by· separate paper, present a concise statement of each claim, with supporting calculation of any inteTest 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. · 19__§_§_ j 0 LU· _j. ·o 0 " ...... ~c;-~ ;..:,:; ' ' fJ') "-~ 0 t ~ ~ L.l ( ., (' -. ' i ,-.i-1 . Cf) 0-i :;_:_...~ ~~ z:q ~i~~~. c..-) en. (5).--=:or::.;. c::~. ~ No._3_6_5 o.c. Of , 19___Q_Q_, XX1K In re Audit of Account in Estate of LINDA LEE KOTELES .• AUDIT . Jrarripr for ~pprar#mr FOR PITTSBURGH NATIONAL BANK. Guardian of the estate of LINDA LEE KOTELES Barna and Barna Attorney ·~·2 ·-.-~----, -. Form for Guardian or Trustee 'rtitinn ~ur 1\ubit 1Jn. W~t ®rp~an!i·. Q!nurt nf llaBqingtnn Olnuuty· Estate of ....... 1Jn.9-.~ .... It.~.~ .... ~!?.~.~1.~!? ........ ~ .................. ~ .................. . ~ .............................................................................. : ................................... . Date oftt:nst · October 3 1966 or. guardianship ...................................... ? ........................................................ . If there have been former accounts filed in this estate, list: None filed . . Filed at No .. : ... lJ.?..? ................... of 196 .. § .. Place of record of appointment. ... ~.9.r. .... J.§.?. ... .QJ. .. .l9..§.§ .... Q., .... Q., ......................... . . Reason for filing this accou~t. ... !..?.~.~E ... ~~E:?.E .... ~.~-~-~~ .... ?..~ ... Y..~.~!:.~ .... ?..~ ... ~g,~ ... ~9.Y.~~!?.~! ... ~.l ... J.?..?..~ .................................... . All persons· having any interest, vested or contingent (including claimants), in the fund now before the Court, with the nature of their interests are: Linda Lee Koteles, 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 tax~s: None Set forth any legal problems requiring 'adjudication by the Cotirt or difficulties that must be met in distribution: ;: . . ~ '. . . None·/:·: . ··; .. · . ·~.:r . .. ·'· .f ••• .~ " ' • I • o I .. ,. Balance for distribution per account, Principal $ ... ~.A.~.Q.7..!..~} .............................. , .. Additional debits not shown in account: (Indicate whether income or principal) Income:- Income December 1, 1968.Interest on Savings Account at Doliliar Savings Bank withdrawn Additional credits not shown in account: (Indicate whether income or principal) Principal:- Total additional debits Linda Lee Koteles -Allowance for Maintenance 10/30/68 Income:- Pittsburgh National Bank -Compensation Total additional credits Balance for distribution Principal $ .... .5. . .,.QM>.. •. 9.J. ............................... . Income $ ............. ?~.:.?6 .................................... Total $ .... :?..?.~~~.~.2.9 . .................................. _,....·----.~·--,.,; ... ~~ -~-.-~ ··.·..;--:---~-..... -~· $ ...... :.:.:.:.:.: .................................... . ~ 99.00 $ ........... .9..9. .... 0.0 ................................ .. $ 167.00 5.94 $ ........ !.?..~ .. !.~.~ ................................. . ,· .; .. ~ 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 Linda Lee Koteles, former minor -Entire Balance, after costs of audit of this Accounting (See Stipulation of former minor attached hereto) .... , 0 • ·'* .-. . . . .. : --: .~-. -:; •. . .. .. . ... ·. ~ ~ . COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, ~ ss ·• 'I • , " • ~. ' • The above named Fiduciary or representative thereof, being duly.: .... §W.Q.t".P.: ............... doth depose and say that the And your petitioner will ever pray, etc. PITTSBURGH NATIONAL BANK facts set fort~ in the foregoing petition are true to the best of.. ......... ~.~.~ ................ knowledge and belief. ... ~~~E.~ .................. to and subscribed before me This ............... ,J. ....... : .. ~ ........ day of ..... P..t;:.C::.t;:~~.~E ................... l96 ... ~ Signature of Off~cer~.f. ... ./?~= .......................... . Title of Officer .............. ~.I?.~~?::Y. ... R~.'?..~.~.<:: .................................... . Office expires .................... ~[~~ ... f.~)?.;:Y.~;:Y. ... J~.: . .J.~.?..~................... M:~TE~R:· P~~~~CN WA~HINGTON, WASHINGTON, COUNTY MY COMMISSION EXPIRES FEB. 1, 1969 .. .......... 'T.r.us't'"'o££icer rr.-, ,,r' ·~·~. r-· ~ ·~. ,. .......... ·i· Jrtitinn &ur 1\uilit IN TWE ORPI-IANS' COURT OF WASWINGTON COU~TY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES .No ............ l3.5.2. .... of 196 . .8... .... . ESTATE OF ............ Limla ... L~.e .... Ka.t.e.le.s ........................ . ~--··················: .......... : ..................................................................................... - mlnor-i~~RIK ........... .r..t.t..t.~.1?.~~-gh .... ~.?.:-~.~.9.~?.:.! .... ~.?.:P.-.~---·················· .............. .' ................... G:u.a.r..gJ,,;;~.J:L ......................................... : ............ . Counsel for ·the accountant shall submit herewith the .following, if pertinent: 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. Barna and Barna Counsel for accountant • ' , ~ r ·: r 1.( I, ', ~\L .. r:o i:~~~ .c::c 1:3 i.:l H: OD rr..:ssEu. l',.t\i;\ilO Fii::G~3l~;~ Ci; Y.'ILLS ~ ') ' {. ~ ~-: •• Estate of LINDA LEE KOTELES A Minor ) ) ) ) ) In the Orphans' Court. of Washington County, Pennsylvania No. 1352 of 1968 DECLARATION AND REQUEST FOR CONFIRMATION OF ACCOUNT I, the undersigned, LINDA LEE KOTELES, do here9y certify that I was ~orn November 2, 1947, and became twenty-one years of age November 2, 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 furthe·r certify that I am a citizen of the United States of America. Witness my hand this _..t..o(/L..--_ day of --<-h--L...!<..~~'-"-"~~""--"--·--' 1968. Li~e Koteles ' WITNESS: :~ !!:::::fk( -._ -.... ,\ ::.Notary PuWc. Brlsto1 Twp., Bucks Co. -~J Commisslon E::plres M'arth 20~ 1972 - I 'I r )u tqr ®rp4ans' <tlnurt nf Bns{Jtngtnn Olnuuty 1352 No ............... Of 68 19·-----------,~ ESTATE OF ---~~~~~--~~-~--~~-~~1~~-~-------------------------------In the matter of the.: .. f~~§L~I!~L¥.JtJ.9J .... a minor. Account of.-_?.g_~~~-~~g}?.}~?!-~~~:9:9:1.~§._1}:~;___ __ _ Guardian ADJUDICATION AND DECREE And now _________ _P.~~-~~-~~~-------------------------/~., 19 .. ?.~--, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration t%eT~l3thg9balance for distribution in ·the hands ~f the Ac_countant,_ is d~term_i~ed to be $ .. ) ......... • .............................................. and the account IS accord1ngly confirmed, 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 hereo( unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. Balance per account ................................................................................. . Additional debit asked at audit 99.00 Additional credit asked at audit 172.94 Balance ...................................................................................................... . Deduct Clerk's Costs & Receipts ................................................................. . 18.00 Attorney ............... f?.~f.D~--~-J?.?:r.JJ..?: ....................................................... . Linda Lee Koteles, balance, 5115. 99 $5,306.93 $ ... 5~.13.3. •. .9.9 0 ..... 0 > m n :::s z Ill n ..... 0 -+ 9 t:Y 0 c ::;r. 0 ~· ..... (1) (1) :::s ~ 0 = 0 ..... 3 t:Y ..... 0 0 t~ co ..... ..... :::1: l ~ (/) .., (1) -..., .. ~ 0.-Jl ~ .., =~ .:. ____ t __.t] ~~? ... 0 0 "' :-.~ -· ..... ~· n n tt ..... ..... ~-~~~) ~~·-= :::r -(~ (1) ~ t~l -~ _,. ~~J ,,,~ _, •• 1 \ .;..,] ~i::: = t;)5::'! t:Y ..;~::.oo (""\ -o--'1, ~ ::J :-o ,. ' e:t;J ;-~ fr:: s .~=!o ~ (. ~ .., ,,_ J tot ..; j_ ' ~ (.j ?>- ~ .. ~ j ,.:.- ?>- -· c.i J . ..l f;._•JJ ;.>i ·' J RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS, That. I, LINDA lEE KOTELES, 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 Five Thousand ·ane Hundred Fifteen and·99/100 ($5,115.99) Dollars, being the amount awarded me at No. 1352 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 of all monies or property for which it may be accountable, 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. .... .. ' . ~~ ... ) j .. :. ~N WIT~~.~ WHEREOF, I have hereunto set my hand this ~ , A. D., 1968. iY day of ~t>~~: ~~~-f:,L~~...fl(!_~;J;~~--=·~--<sEAL) Linda Lee Koteles