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HomeMy WebLinkAboutOC1968-1374 - ESTATE OF SCOTT;,. r COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ~SS.: Chas.E.Enlow,Trust Officer for the wi~hin named accountant,being duly .•f, 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 r¥day of C5)..-(rc~ 1968 ~);zA--.~ Register PITTSBURGH NATIONAL BANK BY~~ Trust Officer WASHINGTON COUNTY,SS.: (- I.) I 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 eVig~nce b!/_pi proofs thereof filed to No./OrV 1/fRO tJ Witness my hand and official seal this day Of~~,1968 $d4-U'/~~~Register~ills .. +>.r!,~' oZ I/) !"---.... ............... ~.')."l~ '"""~ l1-- ())s::o..c0- ()) r-i ()) 8 ~~ I t'0 ;:,o t1l .g .r!\;o 0::....-I ... !H QIH...o ~ I ~ X : rx:l ~.~'d ;c:;eeu. H~Q)O! +>c ~~ CIl ~'~~r!~........•.-t:;bO,~E ())r4 ... 0:::~~~.....Q~.~ ..e CX)'dO ,,....())..-l ""-'~~ 0'1 e euM;())E ~ICIlH •I.())...-I HIHo-eo .•I+>.0 "3s::';.:':J H 00 O!Ho eu'~.)'He:J ...-10..co+>.r!()) ~,C: ~.) ()) .C:0+>+> o~.. ~oe 'deex: Zex: H t:l0:::~o ~Z~ t--l ~ H 8ex:Z ::r::o0:::~Cf.) 88 H~ l%fo 8So {) {)ex: Hex:ZHl%f t:lZex: 8Cf.) 0:::H l%f .. Cf.) r£l8ex: ~ ~Z "0:::808ZOH{)~ Cf.)ex:ZZ~ ex:H::r::~~ l%fo rx:l8ex:8 Cf.) rx:l .oz 0'1 M IHo ~ "'S ~~ I I i l __~_ " /d 7Y~/y{,f IN THE ORPHANS I COURT OF \..1ASH'fNGTON COUNTY,PENNSYLVANIA ESTATE OF CYN1'HIA LYNN SCOTT,NOVI BATES,A MINOR FIRST AND FINAL ACCOUN~OF\ PllTSBURGH NRT~ONRl BANK GUARDIAN NO.80242-2 PITTSBURG~I,PA. SUMIvIARY, SCHEDULE A PRINCIPAL -'~ERSONALTY OCTOBER 16,1968 ._.-..:'. Receipts Pages 3 and 4 Amount transferred from Income-Personalty Disbursements Page 4 Balance SCHEDULE B $12,470.40 2,210.95 $l)~,681.35 7,920 85 $6,760 50, I INCOME -PEHSONAVry, Disbursements Page 5 Amount transferred to Principal-Personalty for inve~tment &distribution \ Receipts Page 5 $156.66 2,210.95 $2,367 61 2,367 61 Balance NE'l'BALANCE'$ 0100 6,760 50 I I '.I .. I "I ", ! ~;" ,I -------~-----____..c___;__--c------------___, CYNTHIA LYNN SCOTT i TR-2A REV.9-62 THE BALANCE CONSISTS OF THE FOLLOWING: I PRINCIPAL -PERSONALTY Savings Account Dollar Savings Bank $5,'720 00 Cash 1,040 50 $6,760 50 ,, ::., - I I \: I , .' .. ,-2-' I .' ",'..~:; ·'1I .,, .;e'. CYNTHIA LYNN SCOTT TR-2A REV.9·62 ,SCHEDULE A PRINCIPAL -PERSONALTY ...... RECEIPTS 1954 Jan.15 Washington Union Trust Co. Awarded per Decree dated No.13-72 of 1954 - Cash _, -4/26/54 at $1,427 30 Treasurer of the United states -' Veterans Administration Compensation 2/1/54 to 7/18/66 Assets Purchased and Acquired Cownon Trust Fund Legal Investments, formerly B 0:Pittsburgh National Bank, formerly Peoples First National Bank & Trust Co. 4/25/55 182 units $2,062.62 8/20/56 25 units 292.11 7/26/57 L~8 Ul1i ts 519.79 7/25/58 25 units 283.75 2/3/~0 49 units 568.759/2/60 .8794 unit 10.72 3/3/61 22 units 276.03 $4,013 77 10,644 00 Deposits to saVings Savings Bank 10/22/62 12/~362413064 7/6 65 account at Dollarv 550.00 4,550.00 370.00 ..J;::~>350.00 $ 5,820 00 ,9,833 77 9,833 77 o 00 1962 Dec. Gain on Sale and Conversion of Assets 4 Proceeds redemption 349 units Common Trust, Fund Legal Investments of Pittsburgh National Bank,formerly Peoples First National Bank &Trust Co.at 12.6472 4,413.87 Carrying value 4,014.77 Amount forwarded -3- $ 399 10 12,470 40 -------------------~-------- CYNTHIA LYNN SCOTT TR.2A REV.9-62\Amount fon'larded $12,470 40 1960 Sept.2 196L~ June 4 Conversion of Assets Without Gain or Loss 326.1206 units Common Trust Fund Legal Investments of Pittsburgh National Bank '.$3,728.02 Received in exchange for 329 units Common Trust Fund B of Peoples First .Nationa1 Bank &Trust Co. Carrying value 3,728.02 Proceeds partial withdrawal of savings account at Dollar Savings Bank 100.00 Carrying value 100.00 Amount transferred from Income-Personalty for investment and distribution $o 00 o 00 o 00 $12,470 40 2,210 95 1968 Oct.,16 16 ·16 DISBURSEMENTS Administrative Expenses Bloom,Bloom and Yard·- Attorney's fee re preparation and presen- tation of petitions for allowance - Paid 8/12/55 to 6/30/65 265.00 ·Reimbursement for costs advanced - Paid 8/23/54 to 8/13/58 17.00 $ Clerk of Orphans'Court - Cost of filing five petitions for . allowance -Paid 6/18/59 to 6/30/65· Russell Marino,Clerk of Orphans'Court - Filing this Account Bloom, Bloom,Ro~enberg &Bloom - Attorney's fee Pittsburgh National Bank - Guardian's compensation Distribution Payments to and on behalf of Cynthia Lynn Scott,now Bates,a minor: $ 282 00 17 50 15 00 250 00 675 00 $ 14,681 35 1,239 50 Sarah Scott - Reimbursement for maintenance and graduation expense - Paid 8/23/9~to 7/6/66 rlIercyHos'pi tal - Services rendered -Paid 2/9/56 J.A.Perrone,M.D.- Professional services rendered - Paid 2/17/56' $6,580 001 '51.35 50 00 6,681 35 .....4 $7 920 85-1 .:.1 1 11==_'=l=~1 I •.. a· .,<,-.,~(..-.1'".;,. CYNTHIA LYNN SCOTT - TR·2A REV.9-62 I SCHEDULE B 'INCOME -PERSONALTY RECEIPTS Income -Common Trust Funds. Common Trust Fund Legal Investments, formerly B of Pittsburgh National Bank,formerly Peoples First National Bank &Trust Co. 182 units -8/19/55 to 7/23/56 $94 64 207 units'-10/24/56 to 7/24/57 84 87 255 units -12/25/57 to 7/24/58 107 10 I 280 units -1%2%58 to X29/6O 18)~80 329 units -4 27 60 to·9 X60 .124 60 327 units -1~2%60 to 2 21/61 72 70 3L~9 units -5 24 61 to 11/27/62 311 12 $979 83 In.terest -Savings Account Dollar Savings Bank to 6/24/68 1,387 78 ,$2,367 61! ! , I DISBURSEMENTS \ Accrued income on purchase of securities - Paid 4/22/55 to 2/3/60 $.19 26 Guardian I s compensation 137 40 $156 66 Amount transferred to Principal-Personalty for investment and distribution 2,210 95 . $.2,36r {61 ;it... ? ...., ".. , : RAP:Imp ,- -5- ....-......I ..;...-.,.-u .< ---- In the matter of the Audit of Account in marriage,CYNTHIA LYNN SCOTT BATES Estate of CXNTHIA LYNN'SCOTT'(now ~y No.1374 ________,19~,A.A. TO THEAUDITING JUDGE: our :Char)..es E.Enlow,Trust Officer ofEnter,appearance for --'-...c:...--.:....--=--'---'-_ Pittsburgh National,Bank,:Guardi;an Bloom,Bloom,Rosenberg &Bloom /d1 December 68.v day of ,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. o ~J.1 i -~ "-~A1L_~"'_. .~t...- C\ L'I -... r"l-" ii: (,J.-; (.)t-lW r":J(~\) t..,o;,),,=f {/} 0.....1--...,.--'E:; ~~ -!""~~-~~ WI-c.n(."')~e:tU::.'.Jex: NO:1374 ..19 __68.A.A. In re Audit of Account in Estate of CYNTHIA LYNN SCOTT (now by marriage,CYNTHIA LYNN SCOTT BATES AUDIT Jrarripr fur Appraranrr FOR Charles E.Enlow,Trust Officer of Pittsburgh National Bank, Guardian Attorney -_.==============",-Q~2 I----~---- Form for Guardian or Trustee i?Jttitinn j'ur Aubit 3Jn .ijJ~r (@rplJaus·Qtnurt of lIaulJiugtnu .QInuuty J Estate of ~.!.'.~~.~.~.~~?':~~~~.~E.E.: . ...J~9..~...P.Y.~~EE.~.~~~.?~Y.~E.~~.~...!:y.~~~~~E..~~::.~.~s) m ~.. minor-~ Date of tx:ust .A ril 26 1954orguardlanslllpJ?l .. If there have been former accounts filed in this estate,list: :'!( iNa;,1:8::":7:2rl of 1954 9-.Cr.! Filed at No !.~.?.~_of 196 ~. Place of record of appointment..B"g.f.!.J.:.7..~g.f 19..2.?t.Q.,Q.t..:.. All persons having any interest,veste~or sontingent (includi~g claimants),in the fund.now before the Court, with the nature of their interests are:'"".;~, .'~'.•:·lJ ~~',:r: ,Cynthia Lynn Scott (now by marriage,Cynthia Lynn Scott Bates),former minor - Entire Interest Veterans Administration -Notice Only 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 t~es:...\.' None ,. Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:::.·-:.v ';J ../j I Washington Union Trust Corp.pany was appointed as Guardian of the Estate of this minor by your Honorable Court on November 18,1953 at No!394 of 1953 O.C• ."W?lsh~ngton.Unio'u'Trils-tCompany;'hav:ing elected to go into voluntary l'iqtiidation,filed :Lts'First and Final Account to No:•.13-72 of 1954-'0.C.and submitted its resignation; whereupon,you~Honorable Court accepted said resignation and,on'April 26,1954,at the same number and term,appointed Peoples First National Bank &Trust Company (now Pittsburgh National Bank)as Successor Guardian of the Es~ate of this minor! .'... f- Balance for distribution per account,Principal.$..9..~.z.9..Q.~..?.Q : . Additional debits not shown in account: (Indicate whether income or principal) Income:- December 1,1968 Interest on Savings Account at Dollar Savings Bank withdrawn Income $..:.:.:.:.:.:.:.:. l $128.70 Total additional debits $........J.??.~..?..O.................................... Additional credits not shown in account: (Indicate whether income or principal) Income:- .Pittsburgh National Bank -Compensation 2 7.72 Balance.for distribu~ion Total additional credits ~Principal $§..,..?§.Q.~..?..Q.. $7.72••••~!••••••••••••............................... Income Total $~.?g.~..~.~.. $6,881.48 . ••••,••••••••••••••••••••••••0.0..........................•~. 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 Cynthia Lynn Scott (now by marriage,Cynthia Lynn Scott Bates)-Entire balance, after costs of audit of this accounting. (See Stipulation of former minor attached hereto) 1I'(' COUNTY OF WASHINGTON,' ·COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly ,~:w.g.E.g doth depose and say that the facts set forth in the foregoing petition are true to the 'best of h.~.~knowledge and belief. .~X?g.E,g to and subscribed before me And your petitioner will ever pray,etc. PITTSBURGH NATIONAL BANK .~y..................·..,·....·....,..,......·..·....·..·........·Trus·i:..·crEIi'c·e·r:..........·..· This d day of..,J~~~~m1?~x::196.8,.. ·-..'d'7A -I V'£.LJ-r-Signature of Officer I..t:.~~",,t.d.-:(.~..._. Title of Officer.........~~.~.~~X ..·~~?..~·~:..·....·....·..·......·........·....i*i\aEL E.RUTAN •...F NOTARY PUBLIC •OffIce expIres ~hruar.Y l,J..9-0.9 ·..·WA3f1·it;U!~'1;.WASHINGTON,COUNTY MY COMMISSION EXPIRES FEB.1,1969 I l ··c'"-'•.- ,," 'rlUinn .~1tr !\ullU IN T~E ORPI-IANS'COURT OF WAS~INGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES <, " ,:L No JI?A of 196.JL . ESTATE OF.....g.Y..n.~.h~.9:~Y.P.-.n....~.£9.!;.L.{n9.:Y.?...p..Y tI!9:r..!:J~8.~.1 ..J1.y.n.~ht..9:~y.P.:n....~.£.Q~.t.....~.9:.t.~.~.}..... ~.....................................................................................................................• mlnor-IKil6~~.x~ ..................~.~.~.~.?~~.~.~?.~~!.~.9.~~.~~.~~~. Guardian Counsel for the accountant shall submit herewith the following,if pertinent: 1. 2. ;3. 4. 5. 6. Will or trust instrument-attested. Inventory. Signed elections of items to be taken in kind- if distribution account. Stipulation or certificate by minor approving account. Praecipe for those represented. Brief-for any question of law raised. -,.t"I':'"~1;"-.0 ~-. ..~•~.'-'11 r rr'~ \'0;",,'" if.-r...;:;."'......7' l2 '_,,, -_cL • ..]},.!.Q.Q~.1 ~J.QQ.~J ~Q.~.~.np..~.;:8..~~J9..~. Counsel for accountant.;,.e,1 ! " ''" •• PITTSBURGH KA T10NAllli' WAS~INGTOM OFFICE·n I'IASHIHStOH,PA,.I)". PITISBURGH NRTIONRL BRNK PITTSBURGH,PENNSYLVANIA 152:30 October 22,1968 Veterans Adm:i,.nlstt,ation aegi()nc~l Office 1000 Liberty Avenu~r, Pittsb~rgh,Pcnnsylval)ia 15222 I. Re:301h·272 Ov:ERTON,George W. XC 4 978 593 ., SCOTT;Cynthia Lynn (mtn~r) .-Gentlemen:. We enclQse herewith copy of our First and Final Account as Guardian 6f the Estate of Cynthia Lynn Scott,nOl-1 by marriage,Cynthia Lynn Scott Bates,a minor,Which Account we have this day fHedin the Office of the ClcX'k oof the Orphans'Court of WS£ihingtonCountyto No~1374 of 1968. This Acccuntwill be presented to the COUtt foX'Confirmat1.on on NOVember 25, 1968,and will again come be£Ql;'e the Court for Audit during the week begin.. ning Dec~el;'9,1968.. Youts very truly, Chas.E.Enlow: Trust Officer CEEls ~nclosure '1;('\, I Estate of CYNTHIA LYNN SCOTT (Now.by·marriage,'CYNTHIA -LYNN SOOTT BATES)"';. A Minor \~ ) ) ) ) ) ) ) ) In the Orphans'Court of Washington County,Pennsylvania No.1374 of 1968 DECLARATION AND REQUEST FOR CONFIRMATION OF ACCOUNT I,the undersigned,CYNTHIA LYNN SCOTT (Now by marriage,CYNTHIA LYNN SCOTT BATES),do hereby certify that I was born November 17,1947, and became twenty-one years of age November 17,1968;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 WITNESS: .o~lltJOHIIn.1.WAl~ER,JR.,N McDOIlAlD BOROUGH,WAS~~,~W Coum MY COMMISSIOIl EXPIRES f~RY 2.1969----- /4 t!-/1 i .-L--t+:...----day of _~/jt)~'1>:...-.::.v-..:;;.~...;.;"..,.~jb....:::$=..;r-:...---,...._--,1968. 7 . r-----,-j 3Ju tqr ®rp~ans~QInurt itf"mus4tngtnn <trounty .. ESTATE OF .g.y.~~.~t~.~y..t).~.§.~~~t.!..~9_W._~9._.t~§.I.. a minor. .......................----.--__------_., 19.QB ,~ In the matter of the..¥.jI.~J.~Jl.g:.f..tnP._L . Account of...J?~t.~~~.l:l.r.gg..J'i9._.U9.n~LB.~.UK.l.. ..........._.._QJJ.~r~H~p._ ADJUDICATION AND DECREE And now :~~~.~~.~~~II ,19.~§,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration th6re§81th~8'alance'for distribution in ,the hands ~f the Ac.countant.is d~term.in.ed to be $~......•.............._and the accounlt IS ac co rd I ngIy conflrmed,and It 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. $..6.,.7.6.Q~..5.Q 128.70 -~~-~.---------,-l(J/-~(~r SCHEDULE OF DISTRIBUTION ,. Balance pe'r account _-..- - . Additional debit asked at audit '. Additional credit asked at audit , Balance _ _-..- - -. 7.72 $6,889.20 $..9.}.~.$.LJ.$. 22.50DeductClerk's Costs &Receipts _- . Attorney ~.l99.~.L.J?J9.Qm.i..RQ~.e.nbSl.r.g..&..B1QOill . Cynthia Lynn Scott Bates,balance,6858.98 ,-,',-, ..).) i\iljuiliratinu auil ilrerer STni,\J:J 2i;1.1,SI~JJ~1O;,j\()\1l1 TOSSmJ , 65 ~C;leN ~<T'C''';']':1'''7"';1 "C,V.e '.~'.: .~) 1 ") (I ~1 ~'~:~ '-d .,-j!"Ii ,•.~2 37-~. .f RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS,That I,CYNTHIA LYNN SCOTT, (now b)7'marriage,Cynthia Lynn Scott B'ates),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 Six Thousand Eight Hundred Fifty-eight and 98/100 ($6,858.98)Dollars,being the amount awarded me at No.1374 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 guardian ship,and of and from all actions,suits,payments,reckonings,claims and demands whatsoever,for or J by reason thereof. IN WITNESS WHEREOF,I have hereunto set my hand this day of DEC£mbt:f'A.D.,1968. / v!&uda'.~vi/6 (SEAL)CY~ia Lynn ScoW !·JfiJ~.fiGE: :.-,'WITNESS: ...../.'.:<:<~~HII ~,1.\\Ium.JR.,N!ll{~~pualic /..'.'')lc~O~iAlO ~OROUGH.\VASHIN'fTO~(OUIlTY /,."MY COMW,SSIOH EXPIRES ffBRbttR'U.J.t4t