HomeMy WebLinkAboutOC1969-0049 - ESTATE OF BIZZELLForm for Guardian or Trustee
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Estate of ........ ~.?.."!:.~.~-~-~ .... ~.~-~-~-~.!.!... .......... ; ..................................... . Filed at No ........... 4.?. ..................... of 196 .. 9. ..
Fiduciary,,, ... r.i!.~§.QM!Bh ... N.~.tJ.Q.P.-.el.J~.§.P.-.~ .... Mo••••oo•••••ooooooooo .......... _ ............................................... -................................................................. . . .
Successor Guardian . .............................................................................................................................. . t»K .................................................................................................................... ..
Place of record
of appointment ........... N.Q.l\ .. J.J.:.?..9. .... £>J ... .l9..:?.~ ... Q., .... Q ........... ~ ..
Date of trust
or guardianship ....... AP.!;'.il. .. f.f . .z .... l2:?.~ ............................................ ..
If there have been former accounts
filed in this estate, list:
No. 13-59 of 1954 0~ C. ,. ,i'l
Reason for filing this account.. ... f.Qr,mgr. ... m.:i:n.Q.+. ... J?..~.9..eJ:I.l.~ .... ?..Li~.e.r.§ .... 9.f .... §.&!i! .... R.P.. ... D.!i!.!;.~ml;>.~r. .... a.,. .. ~l.9..6.8 ......... { .............. ..
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All persons having any interest, vested or contingent (including claima~~s), in the fund now before the Court,
with the nature of their interests are: · 1" ~.. : rr '""'1 j:
Loretta Bizzell, 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 C_ourt 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: : u .
Washington Union Trust Company was·appO:inted~as Guardian of the estate of this
minor by your Honorable Court on November 30, 1951, at No •. 38 of 1952 0 .. C.
/
Washington Union Trust Company, having elected to go into voluntary liquidation,
filed its First and Final Account as Guardian of= the estate of this minor to No •. 13-59
of 1954 .o .•. : C., and submitted its resignation; whereupon, your Honorable Court accepted
said resigriation,·and, ·on April 22, 1954, at the same number and term, appointed Peoples
First National Bank & Trust Company (now Pittsburgh National Bank) as -~u.:c~.e.ssor Guardian
of the estate of this minor.
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
Additional credits not shown in account:
(Indicate whether· income or principal)
Balance for distribution
Principal $ 662. 76 0. 0 •••• 0 •• 0 ~ •••••• 0 0 •••••••• 0 ••• 0 •••• 0 •••••• 0 ••••• 0 •••• 0 ••• 0
Incoine $ ........ ::.:.:.:.:.: .................................. .
Total additional debits . $ ....... :::::::::::::::::: .................................. .
Total additional credits $ ........ ::.::.::.::.::.:: .................................. .
Principa!. $ ... : .. 22f.~ .. ?..9. ................................... .
Income $ ....... ::.::.:::::.::.: ................................... .
Total $ ....... ?..?..?..~..?..?. ..... : . ..............................
-..:>..-.~" -~ • .,. ~
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.
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Set forth accountants suggestion as to manner and for~ 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 Loretta Bizzell, former minor -Entire balance, after costs of audit of this
accounting.
(See Stipulation of former minor attached hereto)
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly ........... ~F.QIXL ......... doth depose and say that the
facts set forth in the foregoing petition are true to the
best of ........ Jt!& ................. knowledge and belief .
. ~~9.E?. .................... to and subscribed before me
This ............. .J.O. .................. day of ................................................ l96 ... 9. .
. Signature of Officer ........ ~d..£. .. ~ .................... .
Title of Officer .................. ~.?.~.~EY.. ... ~~.~.~-~.: ................................ .
Office expires.iviliiiti:''E:··R·u~~P..~"\Jf.IY. ... l.t ... l9..7..J ....................... .
NOTARY PUBLIC
WASHINGTON, WASHINGTON COUNTY, Plf..
MY COMMISSION EXPIRES rEBRUARY 1, 1973'
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And your petitioner will ever pray, etc.
PITTSBURGH NATIONAL BANK
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IN TJ.IE
ORPI-IANS' COURT
OF WASJ.IINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ........ A.2 ............... of 196 ... 2. ... _
ESTATE OF Loretta Bizzell . . ................................... ~ .................................. -......................... .
:GOIK. ................................... : ................................................................................•
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.............. R~.~.t..~.1?.~E.8h .... N.~.!:.~.9.:r:?:?.J. .... ~.g.v..k ................. .
.......................... S..!J..£.£.~.§.~ .. Qr. .... G.!J..e.r..4.i;m ......................... : .. .
Counsel for the accountant shall submit herewith the
following, if pertinent:
1. Will or trust instrument-attested.
2. Inventory.
:J. 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.
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Counsel for accountant.
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Estate of
LORETTA BIZZELL,
A Minor
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In the Orphans' Court of
Washington County, Pennsylvania
No. 49 ·of 1969
DECLARATION. .AND REQUEST ..
FOR CONFIRMATION OF. -ACCOUNT
I, the undersigned, LORETTA BIZZELL, do hereby certify that
I was born December 8, 1947, and became ·twenty-one years of age
December 8, 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 /'7 .'
1969.
WITNESS:·
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ESTATE OF { No .... : .. 9:31 .... Of . 19 ... ?.~-----, ~
________ L.o:r.ett.a.Bizz.eu, ________________________________ _ \ In the matter of the ..... ~ .. f'tr:.$J .. 9:.n.Q. .. F.iuaL ....
______________________________________ C?.: __ miDQI ___________________ _
_ ______________________________________ .G.0..ar:dian __________________ _
ADJUDICATION AND DECREE
And now ______ :_Mar.ch _______________________________ ~_q ____ , 19 .. Q~--~ this matter .came on for hearing/
audit and distribution at this session and tes·timony taken; and thereupon1 upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$ . .652-~-7-5---------------: ___________________________ and the account is accordingly 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 a.nd made a part hereof1 unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom ~ec. leg.
Balance per account .. _--:.--.--.-------------------------------------------------------------------------
Balance·------------------------------------------------------------:·----------------------------------------
Deduct Clerk1S Costs & Receipts----------------------------------------------------------'-----10.50
Attorney .... : ... McCr.eight, .. Mar.r.i.t1er..&.McC;r,eight----------------------
I Loretta Bizzell, balance, 652-.26
No balance.
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In the matter of the Audit of Account in
Esta~e of: __ ..~.Lo~r!...:e~tutldaa_..~.B,..i!..<z"'-z"'-S;e'-'JL...l.L..,__.,-----;-/ 49 No .. _.,..=:..__ -'---..c.::0:....:f::___.,.,:-, 19___ill!_,. A. A.
TO THE AUDITING JUDGE:
Ent~r·~....:.·_o_u_r ______ appearance for· _ ___;_ _ ___;__--'!:::.P..:i:...t=-t-=-=s-=b:...:u=.:r::....Eg!..=h::........:N=a:....:t:..:l.=-' O=-+:r;l'-7a:...:l=-. =B=· a:..:n=.k=...!,~---
Accountant
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. 49 Of · , 19~ A.A.
~n re Audit .of Account in Estate of ,
·.g.· ±:.·1-r-T· ., ••.•. ·1 • 7. -1~.-,,... • n-, ,....r~ ·· ~EOre'bta-1· B-izze ·:t:t:_I>ece.a·sed •
ux~x-xxx
AUDIT
Jrarripr fnr Appraranrr
FOR
Pittsburgh National B~nk 1 ____ _
Accountant.
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.. McCreight, Marriner & McCreight
by (
Attorney
·-·-============== ~,.2
RECEIPT AND RELEASE
KNOW ALL MEN BY Tl!ESE PR,!!:$ENTS, .That I, LQRE';!:T.f\ BIZZELL, having. . . .
. . . .
attained the .. age of twenty':"one years, do hereby acknowledge that I have
this day received of and from PittsburghNational Bank, my guardian duly
appointed by the Orphans' Court of Washington County, Pennsylvania, the
sum of Six Hundred Fifty-two and 26/100 ($65{. 26) Dollars, being th~ amount
awarded me at No .• 49 of 1969 of the Orphans' Court of V?_ashington County,
Pennsylvania, in full satisfaction and payment of all claims which I have,
or might have, against my sa'id ·guardian, and of all monies .or property for
·which it may be accountable., 'and I do, therefore, by these preser;,ts, ~emise,
release, quit-claim, and forever discharge the said Pittsburgh Natiqnal 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 WHERE()F, I have hereunto set my hand this ~~
,~A. D.; 1969.
WITNESS:
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TR-2 REV. 9-62
IN THE COURT OF C0~1f\10N PLEAS OF VJ ASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' ·cOURT DIVISION.
ESTATE OF tORETTA BIZZELL, A MINOR
FIRST AND FINAL ACCOUNT OF
PITISBURGH NRT;QNAL BANK·
GUARDIAN
...
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NO. 80453-9
PITTSBUHGH, PA .. JANUARY ..
s u M M A R y
SCHEDULE A
PRINCIPAL -PERSONALTY
I
Receipts Page 2 $ 1,860.27
Amount transferred from
Income-Personalty 572.09 $ 2, L~ 32 36
Disbursements Page 3 1,769 _§Q
Balance I $ ..
' SCI-IEDULE B·
INC0~1E -PERSONALTY
I Receipts Page 4 $ 607 76
I Disbursements Page 4 $ 35.67 I Amount transferred to I Principal-Personalty for I investment and distribution . 572.09 607 76 j-:-
Balance
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NET B~LANCE $ ..
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rrHE BALANCE CONSISTS OF THE FOLLOVJING:
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----·--
PHINCIPAL -PERSONALTY
Cash I 1$
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7, 1969
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662 761
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662!76
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LORETTA BIZZELL
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TR·2A REV. 9·62
I SCHEDULE A
PRINCIPAL -PERSONALTY
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RECEIPTS
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I 'A!ashington Union Trv.st Co. -
Amount a"'rarded per Decre·e dated 4/22/54
at No. 13-59 of 1954 $ 1 J 787 23
Jl.ssets Purchased and Acquired
1955
Apr. 25 Common Trust Fund B of Peoples First
National Bank & Trust Co. -167 units $ 1,892 63
1 1959
July 27 Deposit to savings account at Dollar
Savings Bank 1,000 00
$ 2,892 63
Cash disbursed to purchase and acquire
the above assets 2,892 63 0 00
1 Gain on Sale and Conversion of Assets
1956 D·ec. 4 Proceeds redemption 25 units Common Trust r Fund B of Peoples Fir~t National Bank ..
& Trust Co. at 11.4L~38 $285.64
Carrying value 283.33 $ ·2 31
1958
July 25 Proceeds redemption 10 units Common Trust
Fund B of Peoples First National Bank '
& Trust Co. 113.50
Carrying value 113.33 0 17
-1959 :
July 29 Proceeds redemption 107·units Common Trust i Fund B of Peoples First National Bank '
& Trust Co. l,283o20
Carrying value 1_, 212.64 70 56 73 04 I .
1 Con_yersion of Assets V.!i thout Gain or Loss
I
Wi thdra'l-'rals in full s.avings account at
Dollar Savings Bank ;
'4/15/60 300.00 I I.
.
6/13/61 200.00 l
:
12/19/68 500.00
1,000.00
r Carrying value 1,000.00 0 00
$ l J 86_0 27 '
Amount transferred from Income-Personalty I; for investment and distribution 1 lb 572 09
2,432 36 ·P .. .. : -2-
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TR·2A REV. 9-62
1958
Peb. 21
1969
Jan. 7
7
7
1957
July 26
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LORETTA BIZZELL
DISBURSEr/fENTS .
Administrative Expenses
James H. Douglass, Register -
Various petitions and orders for
allowance ·-Paid 12/23/55 to 6/13/61
vJashington County Commissioners -
Photo'"" static copies of application for
continuance of maintenance payments
Russell Marino, Clerk of Orphans' CourtDiv.
Fi1ing·this Account
McCreight, Marriner and McCreight -
Attorney's fee
Pittsburgh National Bank -
Guardian's compensation
Loss on Sale and Conversion of Assets
Proceeds redemption 25 units Common Trust
Fund B of Peoples First National Bank& ..
Trust Co. at 10.8290 $270.73
Carrying value 283 .3~
Distribution
Payments on behalf of Loretta Bi4zell:
Amanda Bizzell -
Reimbursement for maintenance & j_ncidentall
expenses -Paid 12/23/55 to 10/30/61
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$
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' 18 50.
2 50
16 00
·50 00
110 00 $ 197 00
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12 60 '
1,560 00
$ 1, 7-69 60
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LORETTA BIZZELL
TR·2A REV. 9·62
SCHEDULE B
INCOME -PERSONALTY '
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RECEIPTS ;
vJashington Union Trust Co. -Amount awarded per Decree dated 4/22/54 I
I
at No. 13-59 of 1954 $ 115 80.
'
Income -Common Trust Funds
Common Trust Fund B of Peoples First
National Bank & Trust Co.
167 units ~ 7/25/55 to 1%3/56 $ 53 44
25 units -1%3/56 to 1 2ll/56 1 09 142 units - 1 24/56 to 7/23/57 ·86 62
25 units -7/23/57 to 7/26/57 1 36 117 units -7/26/57 to 7/2LV58 49 14 10 units -. 7/24/58 to 7/25/58 0 65 107 units -7/25/58 to 7/2.9/59 53 84 246 14
Interest -Savings Account .•. ,.
Dollar Savings Bank \
to 12/1/68 · 2L~5 82
.·· $ 607 76
DISBURSEMENTS
Accrued income on·purchase of securities -Paid 4/25/55 $ 9 08
Guardian's compensation .26 59 $ 35 67
Amount transferred to Principal-Personalty
for inve s trnent and distrJ.bution · 572 09
$ 607 76
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF' WASHINGTON ss. : . ' .
Chas. E. Enlow, Trust Officer for the within named accountant, being duly
' -. ~ • .. It ~ sworri' dcb6rding to law, deposes and says that the foregoing account as stated is
true and correct as he verily believes.
Sworn and subscribe~efore me
this 1 f day of ~ 1
1969 ~'4~
Register
WASHINGTON COUNTY, SS.: I
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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 evide ce~by
proofs thereof filed to No. ift?J ~f
Witnee~,~nd officia seal this~
day of~ , 1969
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