HomeMy WebLinkAboutOC1968-1358 - ESTATE OF COWELL~ '}' _,..
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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 'Yeb, day of Q_ ,.e_~ 1968 > <
Register
I WASHINGTON COUNTY, SS.:
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PITTSBURGH NATIONAL BANK
BY 1~~ ~ '""" 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 '/{
proofs thereof filed to No. J7() / ({?
Wit~ess ~~and official seal this
day o~U-7"-> J , 1968
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·'' TR·2 REV. 9·62
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IN THE ORPHANS' COURT OF \·JASH1NGTON COUNTY 1 PENNSYLVANIA
ESTATE OF THOMAS 1tJILLIAr1 COvJELL 1 A I'1INOR
FIRST AND FINAL ACCOUNT OF
P~1TS8URGH NRT~ONRl BRNK
GUARDIAN
NO. 80317-7
PITTSBURGH, PA. OCTOBER 41 1968
s U fVl M A R y
SCHEDULE A
PRINCIPAL PERSONALTY ·I -I
Receipts Pages 3 & 4 $ 61863.49 I Amount transferred-from
Income-Personalty 3,51L~~77 $ 10,378 26 I
Disbursements Page L~ . 4,986 58 I I
Balance $ 5;391 681 'I
SCHEDULE B
INCOME -. PERSONALTY I
Receipts ·page 5 $ 3;771 58 I
Disbursements Page 5 $ 256.81
Amount transferred to
.. Principal-Personalty for I
;i.nvestment & distribution 3,514.77 3,771 G8 I
-..::::__ I I
Balance I o:ooi --,-
. NET BALM-ICE $ . I ··o·, 5,391160!
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TR·2A REV. 9·62
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THOMAS \!JILLIAl\1 COVJELL
-
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Common Trust Funds
·Common Trust Fund Discretionary-Invest-
ments of Pittsburgh National Bank
502 units
Cash
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$ 4,086 13
1,305 55
'[ $ 5,391 68
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THOMAS vliLLIAfil COWELL
R·2A REV. 9·62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1957
$ 'Mar. 6 Inventory filed 6,000 00
Assets Purchased
'/
Common Trust Fund B of Peoples First
National Bank & Trust Co.
4/25/57 541 units $ 5,946.56
I 7/29/59 33 units 395.75 $ 6, 342. 31
Common Trust Fund Legal Investments of
Pittsburgh National Bank
9/2/60 .0236 unit 0.29 3%t 43 units 539.52
12 5/62 34 un'its 430.00
9 11/63 16 units 216.63
5/27/64 18 units 249.45 1, L~ 35 89
'
Common Trust Fund Discretionary Investments
of Pittsburgh National Bank
8/?{65 41 units 411.35
11 10/66 49 units L~46 .67 858 02
$. 8~636 22
Cash disbursed to purchase the above assets 8,636 22 0 00
I Gain on Conversion of Assets I 1965 ·I 6 971 units Common Trust Fund Discretionary Ma;y
Investments of Pittsburgh National
Bank 7,778.20
Cash in lieu of .37 unit 3.89
l 7,782.09
Received in exchange for 680 units Common Trust Fund
Legal Investments of Pitts-
burgh National Bank ..
Carrying value. 7,778.20 $ 3 89 1968
May 9 Proceeds redemption 251 units Common Trust I
Fund Discretionary Investments of Pitts-
burgh National Bank at 9.57_86 2,404.23
Carrying value 2,043.06 . 361 17
Aug. 8 Proceeds redemption 308 i.mi ts Ccmmon Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at 9.7579 3,005 .L~6
Carrying value 2,_507 .03 498 43 863 )~9
Amount forwarded $ 6~863 49
-3-I .. I ., : .. I I,.:
,-----------~---------------
---I •
THOMAS v!ILLIAr1 COWELL
i TR·2A REV. 9·621 Amount forwarded
!
.1960
Sept.
I
1968
Oct.
Conversion of Assets Hithout Gain or Loss
2 568.976l~ units Common Trust Fund Legal
Investments of Pittsburgh National
Bank $ 6,342.31
4
4
4
Received in exchange for
574 units Common Trust Fund B
of Peoples First National
Bank & Trust Co.
Carrying value 6,342.31
Amount transferred from Income-Personalty
for investment & distribution
DISBURSEMEN'!'S·
Administrative Expenses
Clerk of Orphans' Court -
Filing guardian inventory & petition & ·
certified copy of order -
Paid 3/5/57 & 11/14/67 $
Patrono, Geisler & Edwards -
Professional services re appointment of
guardian 35.oo
Reimbursement for costs advanced 9.25-
Paid 3/12/57 & 8/13/68
Russell Marino, Clerk of.Orphans' Court-
Filing this Account
Patrone, Geisler & Edwards -
Attorney's fee
Pittsburgh National Bank -
Guardian's compensation
Distribution.
Payments on behalf of Thomas William Cov1ell,
a minor:
William T. ·Gogden, Agent All State
Insurance Co. -
Premium for car j_nsurance-Paid 8,/2/68 :$·
Mildred Ann Macosta -
Reimbursement for educational expense -
Paid 11/14/67
South Hills Volkswagen, Inc. -
Purchase of car -Paid 8/2/68
Western Pennsylvania Institute of Technology
Tuition·-Paid 11/14/67 to 6/3/68
~ :
$
$
5 00
16 00
150 00
435 00 $
337 00
25 00
2,726 72
1,247. 61
. , . I
$
6,863 49
0 00
6,863 49
3,514 77
10,378 26
650 25
4,336 33
L~, 986 58
'· " ' __ ,
TR·2A REV. 9-62
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THm1AS WILLIA~1 COWELL
SCHEDULE B
INCGri!E -PERSONALTY
RECEIPTS
Income -Conm1on 1-'rust Funds
Comrnon Trust Fund Legal Investments,
formerly No. 2 of Pittsburgh National
Bank, formerly Peoples First National
Bank & Trust Co.
541 units -7/23/57 to 7/23/59
574 units -10/23/59 to 9/1/60
569 units -11/21/60 to 2/22/61
612 units -5/24/~1 to 11/27/62
646 units -2/26/63 to 9/5/63
662 units -ll/22/63 to 5/~2/64
680 units --9/2/64 to 5/L~/65
Common Trust Fund Discretionary Invest-
ments of Pittsburgh National Bank
971 units -7/31/65 .
1,012 units -10/31/65 to 10/31/66
1,061 units -1/31/q7 .
49 units -1/31/67 .
1, 061 units -4/28/67 to ·l+/30/68
810 units -7/30/68
DISBURSEMENTS
Accrued income on purchase of securities -.
Paid LV25/57 & 7/29/59 1965~1967 County personal property tax -
Paid 7/1/65 to 5/4/67
Guardian's compensation
Amount transferred to Principal-Personalty
for investment and distribution
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$
$
$
519 36
349 41
126 '-~9 9~5 57
257 97
254 17
356 69
89 43
494 33
109 46
0 05
579 38
89 27
35 15
3 64
218 02
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$ 2,409 66
1.,361 92
$ 3,771 58
$ 256 81
3,514 77
$ . 3' ~{71 58
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Form for Guardian or Trustee
Jrtitinn ~ur 1\u!lit
1J~ W~e <@rp~aus· Qlnurt nf IJaB~ingtnu Qinuuty
Est~te of .......... ?:'E.~.~~~ .... ~~.!}.~~ ... ~9.:?.~.~.~ ............................... . Filed at No ......... !.~.?..~ ................. of 196.?. .. .
Fiduciarr .... ~.~E..~~.I?.~EJ?ih ... ~.~;~.~.~E:~.! .... ~.~.~~ ....... -................... ..
~ ................................................. : ................................................................ .. Guardian
. . Place of record
of appointment ...... N.Q., .. Jt9. .... R.L.l.9..5.Z. ... Q., .... C ........................... -..
Date of t~st · Februar 26 1957 . or guardianship ................................. Y-.......... 1 ............................................... ..
If there have been former accounts ~·.
filed in this estate, list:
None filed
Reason for filing this account...:f..~E!.I!-.~E ... !.I!-.~gg,E .... ~.~.~.~~ .... ~.LY..~.~E.~ ... 5?.t .. ~S.~ .... £>.~ ... ~9.Y.~~!?.~E .. J2.? .... 1~2.?. ......................... .
All persons having any interest, vested or contingent · (including claimants), in the ·fund now before the Court,
with the nature of their interests are:
Thomas William Cowell, former'~inor -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 Co).lrt 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 $ ..... :?.,.~2.1.!.§.?. .............................. .
Additional debits not shown in account:
(Indicate whether income or principal)
Principal:-
Fund-
Income $ ..... ::.::.::::::::::.::.:: .............................. .
$5,142.89
Proceeds redemption of 502 Units Common Trust
Discretionary of Pittsburgh National Bank
Cost 4, 086. 13 . $ 1' 056. 76
Inc·ome :-
October 31, 1968 Income on above units
Additional credits not shown in account:
(Indicate whether income or principal)
Income:-
Pittsburgh National Bank -Compensation
~
Total additional debits
Total additional credits
Balance for distribution Pdncipal $ .... 2./:t.4.?..f .. 4.4. ...............................
Income $ .............. ?..?..~.?..~ .............................. ..
Total· $ ..... ~.~.?..9.~.~.7..?. ............................... .
56.71
$ .... .1-l.!:h~.~.~.?. ................................
~ 3.40
$':~.: ............ J..~.9:.Q .............................. .
If the balance for distribution is not in cash, list items held in kind with carrying value designated, and if this is
a distribution account, file elections to take in kind for all items so listed:
Balance for Distribution.consists solely of cash
~
;\ 1 Set forth accountants suggestion as to manner and form of distribution to be made, awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
To Thomas William Cowell, former minor -Entire balance, after costs of Audit
of this Account
(See Stipulation of former minor attached hereto)-
COUNTY OF WASHINGTON,
~COMMONWEALTH OF .PENNSYLVANIA,
, .. ·.
t-· ss _____ _
The above named Fiduciary or representative thereof,
being duly ...... R:W.!?.r.n. ............ ~.doth depose and say that the
And your petitioner will ever pray, etc.
PITTSBURGH NATIO BANK
facts set forth in the foregoing· petition are true to the
best of ........... h~.$. ................ knowledge and belief. .~Y. ........................................................................................................................ .
......... ~~~E.~ ............ to and subscribed before me
This .................... ;?..?.: ......... day of ........... ~?.Y.~~~~! ............. l96 ... ~.
Signature of Officer ...... ~:v.<.f£. .... ;{?...~..,., ............... .
Title of Officer ...... : .......... N9.!:~EY. ... ~!?..U£ ................................. .
MABEl E. RUTAN
Office expires ....................... f.~.!?.E~~EY. .... !., ..... ~.~.~.~ ........ W ............. NOTARY PUBLIC
ASHINGTON, WASHINGTON, COUNTY
MY COMMISSION EXPIRES fEB. l, lSSg
Trust Officer
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Jrtitinn &ur 1\uilit ·
IN THE
ORPI-IAN-5' COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ........ J}:?..~ ....... of 196.~ .. -?. ...
ESTATE OF ...... J.'.h.Q~e.~ ..... W.!JJ.!g,m ... J;;_QW .. ~.ll ............... .
EORL ............................................ , ...................................................................... .
mlnor-I~MJ{S(i!fiX~XI!Ollnt
.......... ~-~.!:.~.~!?.~.E.8.J:!: .... ~.~~-~gg_~.! ..... ~~-g~ .................... ..
Guardian
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.
Patrono, Ceisler & Edwards
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f-USSELL 1'1AiW~O
REGISTt:1 OF \'/ILLS
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. Estate of ) In the Orphans' Court of
)
THOMAS WILLIAM.COWELL ) Washington County, Pennsylvania
A Minor
)
) No. 1358 of 1968
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I, the undersigned, THOMAS WILLIAM COWELL, do hereby certify
that I was born November 19, 1947, and became twenty-one years of age
November 19, 1968; that I have examined the account of Pittsburgh
National Bank, my Guardian, and I am satisfied therwith, 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 ......,.:=:£ .... ·· ·.:::::-0::___ day of ~~ h.<t _../ ' 1968.
Thomas William Cowell
. WITNESS:
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3Jn tqr ®rp4anu' Qlnurt nf Basqingtnn <nnuuty . .
ESTATE OF
Thomas William Cowell,
a minor
No ..... J~-~~ Of 19 .. ?.~-~--:., ~
In the matter of the., .. X.~!..~_t __ ~!:.?:.:f~~~-~---
Account of ... :P.~~t~.t?.~I_q~---~~~~~!:~!--~-~~~-~-----
,/ , . Guardian . -. ~.---------------------------------------------------------------------------
(
ADJUDICATION AND DECREE
And now ........... P..~-~-~:r?.~~_:' ________________________ {?.:::-:;-19 .. ?~--, this matter i::ame on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
t1rr1f01th7~alance for distribution in :the hands; ~f the Ac_countant_ is d~term_in_ed to be $. __ , ________ !._ ___________________________________________ and t'he account 1s accord 1 n g I y conf1rmed, 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
' -l!i' ..
sec. reg. or an appeal be taken herefrom sec. leg. ' \
---•-------~tq:~ '
SCHEDULE OF DISTRIBUTION '
Balance per account .... -------·------·-----------------------------·--------------------------------· $---~-'--~-~t.__§?
Additional debit asked at audit 1113.47
$6,505.15
Additional credit asked at audit 3.40
Balance~------------------------------------------------------------------------------------------------------$ .. _Q_,__QQ;l,_. __ 7_p
Deduct Clerk's Costs & Receipts .... --------------------------------------------------------------
Attorney .................... R.C?:tt<?_~Q-~--~~-t~.\~~--~--~-<f:W?:r.9.9 _______________________ _
19.50
$6,482.25
/Jk.~3 Jfts·
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. 6482.25 Thomas William Cowell, balance,
f'tl . !i If sc:J
~~tJe.. No balance
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS, That I, THOMAS WILLIAM COWELL,
having attained the age of twenty•one years, do hereby acknowledge that
I have this day received of and from Pittsburgh National Bank, my guardi~n,
duly appointed by the Orphans' .Court of Washington County, Pennsylvania,
the sum of Six Thousand Four Hundred Eighty•two and 25/100 ($6,482.25)
Dollars, being the amount awarded me at No. 1358 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 fo~ whic~ it may be accountable, and I do, there•
fore, by these presents, remise; release, quit-claim ~nd 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 WITNE~S WHEREOF,
of . ~~~\ ~ 11 K ,\ ~AALS n v
I have hereunto set my hand this
. , A. D. 1968.
day
"~ -/ ~ ~ /1.
'"" .. =<"C~.~~(~SEAL)
Thomas William Cowell
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In the matter of the Audit of Account in
No. __ _ ·~ _1_3_5_8 _____ , 19~, J\JIA'x: . .
Estate of THOMAS WILLIAM COWELL
TO THE AUDITING JUDGE:
· ou ac'countant Enter _ _;___:_..::....:::.;r=--____ appearance for·_......:.~~~~~~~'----:-------'-------'-----
F ancis H. Patrono
11 t h day of De c ember , 19...&...§_
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.
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No. ___ _ 1358 19~,:lf\.~.
In re Audit of Account in Estate of
THOMAS WILLIAM COWELL
AUDIT
Jrarripr fnr 1\ppraraurr
FOR
Accountant
PAT~0NO, CEISLER AND EDWARDS
Attorney
-·================= -~·2