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HomeMy WebLinkAboutOC1968-1375 - ESTATE OF DEEMS/' r'\v~'"\}/~f;1I COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ~SS.:.... Chas.E.Enlow,Trust Officer for the within named accountant,being duly....,... -0 ••.,.."".. 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 ';-''Y day of 0-Je-E:~ 1968_~>z~~ Register PITTSBURGH NATIONAL BANK BY~-~--Trust Officer WASHINGTON COUNTY,SS.: )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,a.s evidence y C/ proofs thereof filed to No.()~, Witness my hand and official seal this day Of'~~~,19 68 +_u/Y?l~ .Register of Wills l~~ o~ ~ •.-1 ~ ., ~os:: 'ds::c:x: ) -. 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I :) LJ TR.'2 REV.9-62 ~,'-, ."r;". /3 7s-et /'1t,f IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE OF RICH~RD EUGENE DEErJIS,A MINOR FIRST AND PINAL ACCOUNT OF - PITISBURGH NRT~ONRl BANK GUARDIAN NO.80252-9 PITTSBURGH,PA.OCTOBER 11,1968 ,.~' S U MMA R Y SCHEDULE A ': PRINCIPAL -PERSONALTY Receipts Page 3 $1,500 0 00 Amount transferred from Income-Per~ona1ty 851 0 68 $2,351 68 Disbursements Page 3 168 25 Ba.lance .$2,J.83 L~3 I i-"" (I ISCHEDULEB \INCOME -PERSONALTY I Rece j_pts Page-4 $906 03 Dlsbursements Page 4 $sLl ~35Amounttransferredto Principa.l-Personalty for , investment &distribution l 851 0 68 906 03 Balance 0 00 , NET BALANCE $2,J.83 1+3 -·~==I ~ I I --I'" " I..I'..!I,..I I r > ,--------~--------~-~-~---------_._---- ,..c~, i, [ RICHARD EUGENE DEEMS .2A REV.9-62 THE BALANCE CONSISTS OF THE FOLLOWING:. PRINCIPAL -PERSONALTY J Savi'ngs Accounts Dollar Savings Bank $1,9L~O 00 Cash 243 43 $2,183 43 .... """t.;:' " - II "0. " :; .~2- ! '"'"I.,',..' .r .• R l .-:-, 0._.-'",~ RICHARD EUGENE DEEMS I~- TR-2A REV.9-62 "t-SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1954 May 27 Inventory filed $ ,. 1,500 00 5 .Deposit to savings account at Dollar SaVings Bank 1954June 11 1961~ Feb. Assets Purchased and Acquired $1,900 Bonds United States SaVings Series E Cash disbursed to purchase and acquire the above assets $1,425 00 1,940 00 3,365 00 3,365 00 o 00 1964· Feb. Conversion of Assets Without Gain or Loss 5 Proceeds r~demption $1,9'00 Bonds United States SaVings Series E due 2/1!6L~ at 102.32 (Portion of proceeds allocable to Principal).$1,425.00 Carrying value 1,425.00 Amount transferred from Income-Personalty for investment and distribution DISBURSEMENTS Administrative Expenses o 00 1,500 00 851 68 2,35168 19sL~ May 27 1968 Oct.10 11 11 Clerk of Orphans'Court - 1/2 share of Guardian appointment filing.guardian inventory . Clerk of Orphans'Court - Filing this Account McCreight,Marriner &McCreight - Attorney's fee Pittsburgh National Bank - Guardian's compensation ..... &~-..'. $4 25 lL~00 50 00 100 00 $168 25 ;; -1 II ! t •o'.. •[; o~~_.,.....',>'•,. RICHARD EUGENE DEEMS - TR-2A REV.9-62 1 SCHEDULE B INCOI\1E -PERSONALTY RECEIPTS Interest -Bonds United States Savings Series E to 2/1/55 $519 08 Interest -Savings Account Dollar Savings Bank to 9/24/68 386 95 $906 03 'J DISBURSEMENTS Guardian's compensation $54 35 Amount transferred to Principal-Personalty for investment and distribution 851 68 i Ii;>",$906 03 I I '. " ;' : ""-, " '- .; RAP:lmp "- I /--,4- Ii:...,.0"0 l. "...' 3Ju 1l1f ~rp~UUB·Qrpurt nf 'lIuBqiugtnuQInuuty In the matter of the Aud·it of Account in ...-. J Estate or...f_..:.R::i:.;c:.;h::.a=-=.r..::d::-:E=...u::.g=e=n:.::e:.........:D=...e=e.:::In=s:....-/ TO THE AUDIrING JUDGE: No.-=13.:...7..:........:...5.,,19~,A.A. Enter -'o::..u=r apl?earance for accountant,P·i±tsbnrgb National Bank, 1 ht .,19_6_8 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. -./ No.1375 of----=-=-----19 68 .A.A. 0 (\.1.~ 0 ......Q~ L!-..! .:... ::::::..:! 0.:::- 0...<..(~. .__Y.,..,'-1 :E:5 "l,J -;oc ~-o:i-:-~t~..t 1 u:;t; -"~0 U)...;: 1'.1 ~c:-' L.J t:l:l-Yc:: C'")6,,:) CiJ,....--i In re Audit of Account in Estate of RICHARD EUGENE"DEEMS AUDIT Jrarripr fnrAppraranrr FOR _..--,..''-... Accountant;"Pittsburgh__._~_.~'•L __ National Bank ,-. ~cCreight,Marriner &McCreight' by Attorney ...:============== "€!!i1J,,"2 r.-----~''--'-~"""""'--~-"'''''_1'9,:.........-..,.;",..,__""",,"""',----""",.--------~--~~~=~---------......------""j .',"Form for Guardian or Trustee ~.',titton ~ur J\ubttlinm~p (@rp~un!i·Qtanrt'af lIusqingtan mannty Estate of R?:£h:'.l:E~E;!:!g.~B.~P..~.~~.~;.. Rut . minor~~IWfl¥X .'\Date of trust or guardianship ~y.!.1.J J.~.?.~,.. If there have been former accounts filed in this estate,list: None filed Filed at No !2?:?of 196..~. Place o~record 226 f 1954 a Cofappolntment~9..~9.:~.. Reason for filing this account...J:t~~},9.E P..~.<;;.~.~~J y..~.e£.~9..;~g.~g.~.~g.p..~.r b !.~.§.~. All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are:. Richard Eugene Deems,former minor -Entire Interest All of said parties have recei~ed notice as reqU:ired by the Court Rules except as follows: No exceptions -',<• The fund now .before the Court.is subject t~the following taxe~: None Set forth any legal problems.r.equiring,adjudication~y the C~}lrt or difficulties that must be met in distribution: -....,"'~ None ;.:.' ",:,,""~J ~.' r-----> ~.~ Balance for distribution per account,Principal $??..~.~}~.~}.......................... Additional debits not shown in account: (Indicate whether income or principal) Income $:.:.:.:.:.:. Income:- December 1,1968 Interest on Savings Account at Dollar Savings Bank withdrawn ~43.65 Total additional debits Additional credits not shown in account: (Indicate whether income or principal) $4.3 R.!:?................................... Income:- Pittsburgh National Bank -Compensation ~2.61 Balance for distribution Total additional credits ,Prindpal .$.....?.,J.~}..~.~}.............~. $?.::.§.!. Income Total $~.!..~.9.~.. $~.?~.~.~.:.~.?........................... ~. 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. I ~-"....,.....~>- 'JI,". fi 1S~t forth aClcountan~s suggestion as to manner and form of distribution to be made,aW~f(lbs .to bde.st~bted din pro·{ portIOns un ess specIfic amounts or items are designated by instrument under which estate IS emg Istn ute :' To Richard Eugene Deems,former minor -Entire balance,after costs of 'audit of this accounting (See Stipulation of former minor attached hereto) ,," COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,~55 The above named Fiduciary or representative thereof, being duly ~~~!".~doth depose and say that the facts set forth in the foregoing petition are true to the best of...EJ~knowledge and belief. ..~~~E.P:to and subscribed before me This :·0:~:day of J?!!:.<;..~!EP..~E 196..~. Signatur~?f Officer ~~?JJ.-1!.-:iL..f.f1Lna".. / And your petitioner will ever pray,etc. PITTSBURGH NATIONAL BANK J}y.~~. Trust Officer Title of Officer N.C?.~e!Y.~.~JJ.,.~.. MABEL E.RUTAN Office expire~f.gp..t':y..a.r.y l~19..9.~....................NOTARY PUBLIC '.WASHINGTON.WASHINGTON,COUNTY my COMMISSION EXPIRES FEB.1•.1969. S-",·,I ",•",,~'0 :,'~I !~·i :_,.,1 ,-,.•,Jc::;..i..~J <]•-'~~,.j f r /~ .-.:;~- .''rtitton &ur !ut~tt IN TWE ORPI-IANS'COURT OF WASWINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No .l3.Z5 of 196..&... ESTATE OF ~.!:~h.~E.~~.~g,~!!.~P..~.~~:?. SOIK _ _.._ · ·..-;;;·i;;·~~='i~~i«6~····- ..........?~.~.~.~.~.~E.~!:.~.~~.~.?.~.~.~~.~.~~.. 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. c<:;t l'~..J ..~.,.."II't J ~ ..i. \ -<",;J0"~ .........M~g.!:.g.!g.h.~."'M~.r..rJ·.g.gr.~~.g.G.r.g.;!,gh.~.. Counsel for accountant.(J .'j " 0,,..Ij -1 I I'Ir • Estate of RICHARD EUGENE DEEMS ) ) ) ) ) In the Orphans'Court of Washington County,Pennsylvania No.1375 qf 1968 DECLARATIONAND.REQUEST FOR CONFIRMATION OF ,ACCOUNT I,the undersigned,RICHARD EUGENE DEEMS,do hereby certify that I was born October 1,1947,and became twenty~one y~~rs'of age October 1, 1968;that I have examined the account of ~ittsburgh National Bank,my.} Guardian,and I am satisfied therewith,and.hereby request its confirmation by the Court. I hereby further certify that lam a citizen of the United States of America. Witness my hand this /7"day of .~.,1968. Richard Eugene Deems WITNESS: ~n~.... 'b P II\,)0 (.L j ~I L ~Ci..t-r 1).J J4t- 1-T·S/~'~-.'0 4-TJ,S)~.~N CA-)A-Po St=-CfCD QO(. I No..).~.7..~...Of lin tqr (@rp~ana'illnurt of Buaqtngtnri 'Q!nunty 6819 /~ In the matter of the....~.t~.~.~..~~.~..;f.~~9.-~..... ESTATE OF Richard Eugene Deems,-_--..--..---_-. .._ _a..millO.f..Account of.....:p.t~~~!?~~g.1?:.~~t~.Qg0.t;J?.9:g~.l... Guardian ADJUDICATION AND DECREE And now ~~.<;:~~~.E?!._L:?:::-;-19.~.$...,this matter came _on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon'due consideration t~r~4~~falancefor distribution in ithe handsI ~f the Ac.countant.is d~term.in.ed to be $...1....•._.••••..•.•...•••••...••••...••.•..•..•••••"'"and the 9ccount IS acco rd I ng Iy confirmed,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.. Balance per account.._ _,_ - - : . ,. Additional debit asked at audit Additional credit asked at audit Balonce~-. 43.65 $2,227.08 $...2.,..2.24-,.47 Deduct Clerk's Costs &Receipts . Attorney ,M~Q!.~tg~t.l:.M~r.rt.D:~r...&..MQC.r.~t.ght . Richard Eugene Deems,balance, 14.00 2210.47 1$2,210.47 trJ'J,/7 /fjt,If dl./r,O-t,~7J(~'A <:.JUC.l/.CNobalance. .J ..t,'.........~ ....... ;'f _....._:.J" \'L_W,~ 0 Z:J 0 0 n :t- oo+.n ,0m c (l),l/l ~3 .....0 .....a..... 0(l) 00+.0 (l)00+.., 0000+.00+. ~ (l) '0", '::,.. ..j:(.:'-',\ ", j . oru ,.-I,,",.'J •..J RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS,That I,RICHARD EUGENE DEEMS, 'having attained the age of twentY:<';'qne years,do hereby acknowledge that I have this day received of and from Pittsburgh National Bank, my g~ardi?n duly appointed by the Orphans'Court of Washington County, .Pennsylvania,the sum of ~o Thousand Two Hundred Ten and 47/100 ($2,210.47)Dollars,being the amount awarded me at No.1375 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 prese~ts,remise, release,quit-claim and foreve~discharge the said Pittsburgh National Bank,and its successors,of and from the said guardian'snip,and of"and e.' from all actions,suits,payments,reckonings,claims'ana demands wh~tso- ever,for or by reason thereof~ .( J .IN WITNESS WHEREOF,I have hereunto set my hand this ~I •.J ..1 WITNESS: ~J(LA?~d" ...-.:'",":_,-:.~~(/~-._.:-,..'...~"':-