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LAST WILL AND TESTAMENT
OF
ISABEL CLARK
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ALEXANDER P.REED.,ESQ.
2200 FIRST NATIONAL BANK BLDQ.
PR'TSBURGH 22.,PENNSYLVANIA
TR 7 A
:12 iJ ~~J L(."'till 69~
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I,ISABEL CLARK,of Washington,Pennsylvania,do make this my Last
Will and Testament,hereby revoking all wills heretofore made by me.
FIRST a I --d irect the payment of all my debts,funeral expenses
and the cost of a st9ne marker:upon my grave.
I direct that all inheritance,succession and estate taxes
be borne by the principal of my residuary estate and that my Executors pay
or provide for the payment of such taxes at such time or times and in such
manner as they deem to be advisable.
SECONDa I give and bequeath my household goods;furniture and per-
sonal effects to my nieces and nephews,equally.
THIRDa I give,devise and bequeath all the balance of my residuary
estate',real,personal and mixed,to the PITTSBURGH NATIONAL BANK,PITTSBURGH,
PENNSYLVANIA,IN TRUST HOWEVER,for the following uses and purposesa
(1)The Trustee shall pay,in convenient instalments,the
net income arising from my residuary estate to my sister,ANN ALISON CLARK
CARY,now residing in Mandan,North Daikota.
(2)Upon the death of my sister,ANN CARY,or,upon my death,
if she should die before I do,the Trustee shall distribute the principal of
said estate among my nieces 'and nephews,LAURA REED CLARK,JEAN CLARK JONES,
ETHELIND CARY LITLE,WILLIAM S.CARY,JAMES ALISON CARY AND COLIN REED CARY,
share and share alike,the issue of any deceased niece or nephew to take the
.''share'the parent would have taken if living,per stirpes.
FOURTH a I confer upon my Executors and Trustee the following dis-
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cretionary powers which may be exercised without application to any courta
(a~aiQ,invest or reinvest the funds of my estate in
such securities,stocks,bonds or other property of any kind or character
whatsoever,as they deem suitable,irrespective of the laws of Pennsylvania
concerning investments by fiduciaries •
....""
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(b)To carry securities,mortgages and any other property
which constitutes the principal of my estate,in the name of the Trustee
or in the name of a nominee.
FIFTHs I appoint the PITTSBURGH NATIONAL BANK,PITTSBURGH,PENN-
SYLVANIA,as Trustee,in the nature of a guardian,for all minor children
who may participate in the distribution of the principal of my estate,and
I authorize it,in that capacity,to apply t~the maintenance and education
of each such minor person so much of the income arising from and of the
principal of his or her distributive share as it may consider proper and
in the management thereof,to exercise all the power,authority and discretion
set forth in Paragraph Fourth.
SIXTH:I appoint ALEXANDER P.REED and PITTSBLRGH NATIONAL BANK,
PITTSBURGH,PENNSYLVANIA,as Executors of this my Last Will and Testament,
and in the event should ALEXANDER P.REED be unable to serve,the PITTSBURGH
NATIONAL BANK shall be sole Executor.
j <J'-1"WITNESS my hand and seal this'~,+,__~~day of February,1960.
WITNESSESs
Address _
I hereby certify that the foregoing is a correct copy of ,the Will of
Isabel Clark,deceased,and tha.t said Will is of record in the Office of
the Registe-rof'·wills··-Or-wa.-shingt~oneouIlty ,Pennsylvania:,-in Will Book ..
92 ,at Page 286../'D .".i f /l #
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON ~SSe :
Chas.E.Enlow,Trust Officer for th~within named accountant,being duly
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sworh ~6dording 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 -;...day of /Y)1 ~-<.!'-,..~
196~.?).
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PITTSBURGH NATIONAL BANK,
"I("........,.....~;-'f!"I'BY I ~'<.((•~.~•-................----Trust OfficerRegister
WASHINGTON COUNTY,3S.:
-;;/I~L ~~-t!'C <;
WillsRegisterof
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 by
proofs thereof fi led to No.!if1-1-/-/1 ~r
Witness my h~and official seal this -~-
day of //JA7:'19 69
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TR·2 REV.9-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT D,IVISION ~OO.t42rlE ~I/t !~
ESTATE OF ISABEL CLARK,DECEASED
FIRSrr AND FINAL ACCOUNT OF
PITfSBURGH NRTIONF1L BRNK
TRUSTEE UNDER WILL FOR
ANN ALISON CLARK Cf~RY,NOV!DECEASED
0'.
NO.80506-4
PITTSBURGH,PA.~I1ARCH 6,1969
!S U MMA RY_.
0'
r SCHEDULE Ai
PRINCIPAL -PERSONALTY
Receipts Pages 3 and 4 $51,154 34
Disbursements Page 4 1,8rn 34
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Balance q.49,283
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I SCHEDULE B I i,I
IINCOME-PERSONALTY
Receipts Page 5 1$16,818 78 IDisbursementsPage616,26).+65 !
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Balance 5514-
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NErr'BAU\NCE $49 )837
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TR.2A REV.0-62
THE BALANCE CONSISTS OF THE FOLLOWING:
I PRINCIPAL -PERSONALTY
Common Trust Funds
Common Trust Fund Discretionary Invest-
ments of Pittsburgh National Bank
5,798 units $50,839 72
Cash -Deficit :1,556 72
$49,283 00
INCOME -PERSONALTY
Cash
Net income to 1/23/69,date of death of
Ann Alison Clark Cary $516 44
Net income since 1/23/69,date of death
of Ann Alison Clark Cary 37 69 554 13
$49,837 13
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ISABEL CLARK
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TR.2A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
A1exande r P.Reed and Pittsburgh National
Bank,Executors Estate of Isabel Clark,
Deceased -
Amount awarded per Adjudication and
Decree dated January 15,1962 at
No.321 of 1961 -
Cash -Advancement ~20/61 $40,000 00
Cash -Balance 1/29 62 11,116 66 $51,116 66
Assets Purchased
1961
Apr.19 2,281 units Common Trust Fund Discretionary
Investments of Pittsburgh National Bank $39,992 10
1962
Apr.30 633 units Common Trust Fund Discretionary
Investments of Pittsburgh National Bank 11,110 67
$51,102 77Cashdisbursedtopurchaseaboveassets__2 1,102 77 0 00
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Common Fund Division
1965
Feb.17 2,910 units Common Trust Fund Discretionary
Investments of.Pittsburgh National Bank
received in a 2 for 1 division on 2,910
units 0 00
Gain on Conversion of Assets I1965
Jan.20 Proceeds redemption l.~units Common Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at .20.39320 $81.57Carryingvalue70.15 $11 l.+2
1966
Jan.31 Proceeds redemption 6 units Corl1l11on Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at
10.2217 61.33
Carrying value 22 .61 8 72
1967.
Jan.31 Proceeds redemption 4 units Corl1l11on Trust
i Fund Discretionary Investments of Pitts-!burgb National Bank at 9.7046 38.82ICarryingvalue35.07 3 75 I_.-
I Amounts forwarded $23 89 1$51 ,116
1
66
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ISABEL CLARK
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TR-2A REV.9-62
89 1$Amounts forwarded $23 51,116 66
1968 !
Jan.31 Proceeds redemption 4 units Common Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at 9.5572 $38.23
Carrying value 35.07 3 16
1969
Jan.31 Proceeds redemption 8 units Common Trust
Fund Discretionary Investments of Pitts-
burgh National Bank at 10.0972 80.78
Carrying value 70.15 10 63 37 68
$51,154 34
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DISBURSEMENTS
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Administrative Expenses .
Income tax on capital gains -
1964 to 1968 inclusive -
Paid 12/14/64 to 12/4/68 $306 34RussellMarino,Clerk of Orphans I Court
Division -
1969 Filing this Account 15 00
Mar.6 Alexander P.Reed and A1exande r vI.Acheson
Attorneys'fee 0 00
6 rrrustee I S compensation 1,550 00 $1,871 3L~
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TR-2A REV.9-62
ISABEL CLARK
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Income collected and accrued to 1/23/69,
date of death of Ann Alison Clark Cary
Income -Common Trust Funds
Co~non Trust Fund Discretionary Invest-
ments of Pittsburgh National Bank
2,281 units -4/19/61 to 4/30/62
2,91l1-units -4/30/62 to 1/20/65
5,820 units -1/20/65 to 1/31/66
5,814 units -1/31/66 to 1/31/67
5,810 units -1/31/67 to 1/31/68
5,806 units -1/31/68 to 10/31/68
5,806 units -10/31/68 to 1/23/69
Income since 1/23/69,date of death of
Ann Alison Clark Cary--"---------
$1,499 50
5,673 16
2,323 22
2,258 56
2,538 18
1,929 87__,544 44 $16,766 93
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Income -Cornman l.I'rus t Funds
Common Trust Fund Discretionary Invest-
ments of Pittsburgh National Bank
5,806 units -1/23/69 to 1/31/69
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16,818
1
'781
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TR.2A REV.g·62
ISABEL CLARK
DISBURSEMENTS
Disbursements to 1/23/69,date of death of
Ann Alison Clark Cary
County Personal property tax -
1962 to 1968 inclusive -
Paid 5/8/62 to 5/2/68 $1969 for period from 1/1/69 to 1/23/69-
Paid 3/6/69 ..
Trustee's compensation
Distribution
Per Term of vlill -<",
Ann Alison Clark Cary -
Cash -Paid 11/6/61 to 11/11/68
Disbursements since 1/23/69,date of death
of Ann Alison Clark Cary
70 53
o 78
838 29 $
$
909 60
15,340 89
16,250 l~9
1969 County Personal property tax for
period from 1/23/69 to 12/31/69 -
Paid 3/6/69
Trustee's compensation
11 57
2 59-----,._-1-.14 16.
IVIeD:Imp
$16,264 65
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lJu tl1r l@rpl1uus·aJiturt nf lIusqiugtnu QInuuty
In the matter of the Audit of Account in
J
Estate of__--=I~s~a:.::b:..::e::..:l=_.::::.C..:::l:..::a::.::r~k::..z.,1
deceased
TO THE AUDITING JUDGE:
No.367 ,--"o""'f ,19~,~
Enter ....m..,yf--appearance for·Pc...J,i...JtoLtl.L.O:lS...l.bLJ1.!.lrqg).Jb..L.....l.lNuB2..t.LL.Li.J.Q.LJDLli:l8...JJ-BLU:8UD..Lkn...",,--T..u..r:...Ll.LJ]S;:Lj,jtCl:A:ue:L..,o.••_
22nd day of.__----=M~a:~yL__,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._367,of',19_~,~x
In re Audit of Account in Estate of
Isabel Clark,
deceased
AUDIT
1 'rarripr for i\ppraranrr
FOR
~t..tj~~bld.r£h National _a~~~,__
Trnstee
Alexander W.Acheson,
Attorney
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Form for Guardian or Trustee
'rtitinn ~ur AUlaU
1In w~r (@rpqans·<!tourt of lIanqittgton Olount!}
of 1961
Estate of ~~.:?:!?~.~..£~~E.~.?~.r:.::.r:.~.~.~.~.
For ~~~1.~.~.9.~s:.~~E.~s:~E.y..
Date of trust Award to Trustee from Estate of
or guardianship.....!.?~.~.c::.!....g.!.~.E.~.:.:.J.~.Il:~~?;.Y.:.J.?..?.....l.?§..?.
If there have been former accounts
filed in this estate,list:Executor Account filed to
Filed at No ~.§..?of 196..~.
Place of record Testamentary Trustee under Will
of appointment.....Q,f...J.t?l'!1?gJ....Q.bk:k...Nh.Q....d.i.e.d....Qn......
December 20,1960 (See Will Book
92,page 286).Award made to
Trustee by Adjudication at No.321of1961A. A.
Laura Reed Clark
Jean Clark Jones
Ethelind Cary Litle
William S.Cary
Colin Reed Cary
(Each 1/6th interest in the
remainder)
Reason for filing this account.p..!:.~!::.h !?g,~n!:LAH.~.9.n g..t~E~9.§;EY.9.B .J..?BY..?,r,Y.?J.l J.9..§.9..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
The following children of James Alison Cary,
who .died in 1961:..(ad...l.~J~(NVU.~~)_.~
Ann Cary LeinInger
Juna Cary Ricks '
Kristina M.Cary
(Each i/3rd of 1/6th or 1/18th interest in
the remainder)
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 taxes:
None "
".:''";
Set forth any legal problems requiring adjudication ~y the Co~rt or di~iculties that must be met in distribution:
None
Balance for distribution per account,Principal $...A.9..~.f.a.:lA.O.O ..
Income on above units from 1/31/69 to 4/30/69
Additional debits not shown in account:
(Indicate whether income or principal)
Principal:
4/30/69 Profit on Redemption ofFundDiscretionaryInvestments
Redemption Value
Cost
Income:
4/30/69
Income
5798 units Common TrustofPittsburghNationalBank--
$57,563.01
50,839.72
$.?.?..4.A.l.J ..
$6,723.29
714.93
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
$.......z.l.~~§.:.~~.............................
Income:
5/14/69
5/14/69
Pittsburgh National Bank--Compensation
Washington County Personal Property Tax
for year 1969
$35.74
4.41
Total additional credits $~.0.15........................................
Balance for distribution Principal
Income
Total
$~.§..\.Q.Q§.~.~.~.
$1,228.91............................................................
$?JJ..~.~.?..~.~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.
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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 Estate of Ann Alison Clark Cary,Marion Cary,Executrix--
Net Income to date of death
To Laura Reed Clark
Jean Clark Jones
Ethe1ind Cary Litle
William S.Cary
Colin Reed Cary
$516.44
1/6 Remainder
1/6 Remainder
1/6 Remainder
1/6 Remainder
1/6 Remainder
To Children of James Alison Cary,deceased,as follows:
Ann Cary Leininger
Juna Cary Ricks
Kristina M•.Cary
1/3 of 1/6 or 1/18 Remainder
1/3 of 1/6 or 1/18 Remainder
1/3 of 1/6 or 1/18 Remainder
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly ~.~9.E?:doth depose and say that the
facts set forth in the foregoing petition are true to the
best of bJ.e knowledge and belief.
~~9.?;.p.to and subscribed before me
This t.~day of M.~.Y.196 ~.
Signature of Officer sa'Jd:.4.6:.A~..
Title of Officer :N.Q.t.~.D:r J~1-f.p..!J~..
Office expires f..~,~:~.1J,~.~Y.:.~;;1,~'.~..l9..n .
NOTARY PU3~:C
WASHIN~TON.WASHiNGTON COUNTY,PA.
MY COMMISSION EXPIRES f~BI\lJARY I,1973
And your petitioner will ever pray,etc.PITTSBURGH NATIONAL BANK
.......J?Y...
Assistant Vice President
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Jlrtitinn ~ur ktllit
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No .3.6.Z of 196 ..9 .
ESTATE OF l~.QJ;H~.l C..lg.r.k ..
FOR Alln A:U..§.QP.:Ql?.r.~Q.g.r.Y...
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mlm!relIxOOJOXetlmt*life tenant
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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.
Alexander P.Reed and
..........A.1.~~~.~.~~,;:}i.~~~.~~.~.?~..
Counsel for accountant.
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PITTSBURGH NATIONAL BANK
PITTSBURGH,PENNSYLVANIA 15230
May 8,1969
Ms.1I8r10n Cary.Executrix
of Estate of Anne Alison
Clark Cary,deceaaed
309 Third Avenue.N.\1'.
Mandan.North Dakota 58554
Dear Madam;
Thin is to advise that our First:and Final ACcount as Truatee
under the Will of Isabel Clark for the benefit of Ann Alison
Clark Cary (now deceased)will come before the Orphans t Court
of rlasbtngton County.Pennsylvania,for audit on Thuroday
morning.May 22 t 1969.
1£you have had an ldentif1cation number issued for the estate
of Mrs.Cary,we WQuld be pleased if you would advise us as to
such number in order that we may use same in reflecting the
payment which will be due Mts.Caryt s estate from the trust
estebUshed under the Hill of babel Clark.
Yours very truly,
Chas.E..Enlow
Assistant Vice President
CRE/s
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PI1TSBURGH NRTIONRL BRNJo<
PITTSBURGH,PENNSYLVANIA 15230
March 21,1969
Miss Laura Reed Clark
1415 Broadviet~
Columbus,Ohio 43212
Dear Miss Clark:
We enclose.heret;Jith copy of our First and Final Account as Trustee.
under the Will of Isabel Clark,deceased,for the benefit of Ann
Alison Clark Cary,now deceased,which account we have this day filed
in the Office of the Clerk of the Orphans'Court of t'1asb1ngton County
to No.367 of 1969.
This account t'1illbe presented to the Court for confirmation on
}~y S,1969,and will anata come before the Court for audit during
the ~eek bpginn1ng l~y 19,1969.
At the time we make dintribution from this estate,we will need your
Social Security Number;and,you should,therefore,advise us thereof.
Yours very truly,
Chas.E.EnlO'tI1
Trust Officer
CEEls
Enclosure
If·
.nTTSBERGH r:f,Tl:"!~~~r:K
W.SHI:)Cfl;,;.;,..~e I'IASiHllGTu:;.lIn 41W
PllTSBURGH NATIONAL BANK
PITTSBURGH,PENNSYLVANIA 15230
March 21,1969
Mrs.Jean Clark Jones
3901 Massachusetts Avenue
Apa.rtment 204
Washington D.C.20016
Dear Mrs.Jones:
tie enclose here~lith copy of our First and Final Account as
Trustee under the Will of Isabel Clark,deceased.for the
benefit of Ann Alison Clark Cary,nou deceased,which account
we have this day filed in the Office of the Clerk of the
Orphans'Court of Washington County to No.367 of 1969.
This account will be preoentedto the Court for confirmation
on l-1ay 5.1969,and will again come before the Court for audit
during the week beginning May 19,1969.
At the time we make diatribution from this estate,we will need
your Social Security Number;and,you should,therefore,advise
us thereof.
Yours very truly,
Chao.E.Enlow
Trust Officer
CEEls
Enclosure
-
as
~,~I~~../••~,i ,td~E
";A.;.I:::m;:.~~.
'W
PITTSBURGH NATIONRl BANI-<
PITTSBURGH,PEN/IISYLVANIA 15230
March 21,1969
Mrs.Ethl1nd Cary Litle
711 N.E.Harbour Terrace
Apartlmmt 407
Boca Raton,'lorida 33432
Dear Hrs.Lit1e:
We enclose herewith cOP1 of our First and rinal Account 88
Trustee under the Will of Isabel Clark,deceased,for the
benefit of Ann Alison Clark Cary.now deceased,which account
we have this day fUed in the Office of the Clerk of the
Orphans'Court of Washington County to No.367 of 1969.
This account will be presented to the Court for confirmatlon
on May 5,1969,and will again come before the Court for audit
during the week beginning May 19,1969.
Sincerely yours,
'1 (\)\11 '..~~
ehas.E.Enlow
Trust Officer
Enclosure
..'...."'1JTTSBURGHNA nONAl BANK
W:,SfH/IGTON OffiCE·83ei';A~WIGTO}~,FA.e
'W
PITTSBURGH NRTIONRL BRNK
PITTSBURGH,PENNSYLVANIA 15230
MaX'ch 21,1969
Dr.WUUam S.Cary
220 Gree~lood Way
Mill Valley,California 94941
Dear Dr.Ca.ry:
We enclose heX'ewith copy of our First and Final Account a6
Trustee under the WUl of Isabel Clark,deceased,for the
benefit of Ann Alison Clark Cary,now deceased,which account
we have this day filed in tbe Office of the Clerk of the
Orphans'Court of Washington County to No.367 of 1969.
This account~11U be presented to the Court for confinuttion
on May 5,1969,and will again come before the Court for audit
during the week bcninning May 19,1969.
At the time we make distribution from this estate,we will need
your Social Security Numberi and,you should,therefore.advise
U9 thereof.
r;I
CEEls
Enclosure
....
Yours very truly,
~~
Chas.E.Enlow
Trust Officer
w·PA
•
PITTSBURGH NATIONRL BANK
•
..
PITTSBURGH,PENNSYLVANIA 15230
l-Iarch 2l.,1969
Mr.Colin Reed Cary
309 Third Avenue N.W.
Mandan,North Dakota 58554
Deat"Hr.Cary;
tie enclose herewith copy of our First and Final Account as Trustee under
the Will of taabel.Ctnrk,deceased,for the benefit of your mother,Ann
Alison Clark Cary.UO't1 deceased,which account ue have this day flledin
the Office of the Clerl~of the Orphans'Court of Washington County to
No.367 of 1969.
This account will be presented to the Court for confirmation on May 5,
1969,and will again come before the Court for audit during the week begin-
ning May 19,1969.
You will note on Page 2 of t:his account that there t7aS income accrued to
the date of denth of your mother in the amount of $516.44.1£an admin-
istrationlr8s raised on the estate of,your mother,we would be ~leased if
you would fo~vard to UB a Short Probate Certificate showing the appointment
of the personal representative.If there was not an administration raised
on the estate of your mother~we would be pleased if you would advise us as
to who paid the funeral bill and forward to us a copy thereof,in order that
they might be reimbursed to the extent of the net income accuuedto your
mother's death.
At the time we make distt::l.bution from this esta.te,,~e -.lill need your Social
Security Number;and,you sbould.therefore.advise us thereof.
Yours very truly,
ehas.E.Enlm1
Trust Officer
CEI!:/s
Enclosure
-
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PITTSBURGH NRTIONRL BANK
PITTSBURGH,PENNSYLVANIA 15230
March 21,1969
.it "»
e
Mrs.AnneCat:y Leininger
33 lianor Court
Morgan Hill,California 95037
Dear Mrs.Leininger:
t'le enclose herewith copy of our First and Final Account 8S Trustee under
the Will of Isabel Clark,deceased,for the benefit of Ann Alison Clark
Cary,nOt-I deceased,l-lhich account we have this day filed in the Office
of the Clerk of the Orphans'Court of Washington County to No.367 of 1969.
This account will be presented to the Court for confirmation on May 5,1969,
and will again come before the Court for audit during the track beg1nni1J8
~fuy 19,1969.'.
The Will of Isabel Clark provideD for the distribution of the remainder of
the Trust established under her Uill to her six nieces end nephews.share
and share alike,the issue of any deceased niece or nephew to tak~the share
the parent would have taken if living,per stirpes.
You will,therefor~,be entitled to one-third of the one-sixth distributive
share from this Trust,which would have been distributed to your father,
.James Alison Cary,had he been living.
At the time we make distribution from this estate,we will need your Social
Security Number;and,you should,therefore,advise us thereof.
Yours very truly,
~u~~
Chas.E.Enlow
Trust Officer
CEE/s
Enclosure
sa
V/A~PA.~
PITTSBURGH NRTIONRL BRNK
PITTSBURGH,PENNSYLVANIA 15230
't-farch 21,1~69
lire..JUM Carey Ricks
1532 Willowdalc Drive
Apartment 12
San JOGe,California 95118
Dcar Mra.Ricks:
We enclose herewith copy of our Firat end Final Account as Trustee under
the Will of Isabel Clark,deceased,for the benefit of Ann AUson Clark
Cary,now deceased,which account we have this day filed in the Office
of the Clerk of the Orphans'Court of Washington County to No.367 of 1~69.
This account will be presented to the Court for confirmation on }fay 5.1969,
and will again come before the Court for audit during the week beginning
May 19,1969.
The Will of Isabel Clark provides for the distr1butionof the remainder of
the Trust established under her Will to her six nieces and nephews,share
and ohare alike,the issue of any deceased niece or nephew to take the sbare
the parent would have taken if liVing,per stirpes.
You wl1l~therefore,be entitled to one-third of the one~s1xth d1otr1butive
share from this Trust~which would have been distributed to your father,
James Alinon Caryt had he been living.
At the time 'vo make distribution from this estate,we will need your Social
Security Number;and,you should,therefore,advise us thereof.
Yours very truly~
Chas.E.Enlow
Trust Officer
CEE/s
Enclosure
,---'"..,:,
...'
PITTSBURGH,PENNSYLVANIA 15230
March 21,1969
1'110$Krbtina Cary
87 Glen Eyrie
Apartment 5
San Jose,California 95125
Dear Miss Cary;
We enclose herewith copy of our First and Final Account as Trustee under
the Will of Isabel Clark,deceased,for the benefit of Ann Alison Clark
Cary,n~1 deceased,whlch account we have this day filed in the Office
of the Clerk of the Orphans·Court of t-lashington County to No.367 of 1969.
This account will be presented to tho Court for eonfirmation on May S,1969,
and will again come before the Court for audit during the week beginning
Hay 19,1969.
The Hill of Isabel Clark provides for the distribution of the remainder of
the Trust established under het Will to her six nleces and nephews,share
and share alike,the issue of any deceased niece or nephew to take the share
the parent would have taken if living,per stirpes.
You vill,therefore,be entitled to 'one-th:b:d of the one-sixth distributi.ve
share from this Trust,which would hav~been distributed to your father,
Jomes Alison Cary,had he been living.
At the ttme we make distribution from this estate,we will need your Social
Security Number;and,you should,therefore,adv1se us thereof.
Yours very tr~ly,
.~~
Ches.E•Enlat"
Trust Officer
CEE/s
Enclosure
•-------
LF.T1'ERS TE~TAM8NTAHY.-'
...~'-
:".'t,
STATE OF NORTH DAKOTA,
County of ...~.
Le.\",~.IN COUNTY COURT
IN THE MATTER OF THE ESTATE OF.....~AlloG-CoIry··
LETTERS TESTAMENTARY
\\llFl{.E:\S,the Lust Will find Testament uL ~A.llon·CouT""
Dcceased.,has lJccn duly proved nnd rcconlcd in the COllllty Court oL '~t.¢3
Decrased.
'"
..COIl nly,
);urth Dakota,and .
k1O ..'been appointed as Execut.--2'11t thereof and hn··a·duly qualified pursuant to the order of sair.Court
of d:lte.r~···,1(4--.A.D.19····69
NOW,THEHEFORE,Know ye,that the said....···~ln.GC1rJ"'".,....
~
.................,-___.__......authorized to enter upon di,dl:Ug1'oL.··btar .
dIII irs :tS stich Execut..81.n....,:iIld con til\\l('th(~rei n 1111ti I the !'('\'ocation of tlwse \cLivI'S.
\):\\I,d this ·')I···f·.day oL Feb1nt-!1ry'..
By the Court :
....,10.69
'I
I
(SEAL)
ST:\TI';UF NORTH DAKOTA,(ss.
C(lllnty \If....,..~a .
I,.',t::::ltrlota.Cnu"y"",do solemnly s\\'car that I II'iI I f;upport till'
("onst.itutiol\of the Unilcll States and the Constitution of the State of North Dukota,and t1l:\t I will faithfully
:llld :lcc()rdillg to ]a,,',to the best of my ability,perform the duties of Execut7tbt of ttll'Last Will :tnd
Test:\Il1l'llt oC .
. ,Deceased.
"Subs('J'i\wd :\nd sworn to bd'ore me this...r·t..·
..thy of...[1o~·····......,1069
I Q!J•.J?~.J71odl ·.························_·-J.P.Ulech.,Jqlg,d*J,,·C+JII?t:'C'::lI't.
OotorY Public.~OD cenety.C.D.
tjy cca::d.OG1-QXl)1I'OO Iopt.6.196'.
,_••••_.0 •••_•••••-_•••••••--
.....~_......~....-...-~.~......._-_..---..;.
....,
.~
.\.,.
~..,
~el.
COUllt Y of....
I~C~)C~TY cona
Morton
STY!'E OF ~()lnll D.\h.OTA
..'.
Tll the :\fatter of lIlt'Estate of
Anne Alison Cary
eJ.-..---:-=:.._-_._-------
Deceased.
-----~_._._.-----------_..__.-
Letters Testamentary
-------_._~--_.-_._-_.-----~-.:::===::.==-..=-=--::
IX CneXTY'conn
4ft,
~/.."I
S'['"~..TE OF ~()HTIf IHh:CYL\,~...
•c'j ,.Morton ",.,.(0\111.\uL...""i
';;
I hNrby certify tktt the \\ithin \\as
filed ill the ('f)UIl!y Court,
,mid.Cuullty on tbe·..
day of....FebrU3yY
ri'curde'd in Book"..
in and for
24th
.19.69.,and
.S "of
(;;1)'o',.~Febz:':...~~:[A..D.19_§2
I'·f"l ,.r-?,J,..' .f./A " .If·____'f.'......:JJ _':;-::...:::J"..;.-<:xl.......L·L~_
Clerk J~of the County Court
2U,~::If.:.:c.t
~r.':)n 2S thp..same now
y:'in my offica,end
,''',,,'...;;;.,0":;',.J.sual this
'.;---,'~i
:n tr.t'
:-:....{,'-
.sTATE OF NORTH DAKOTA ~
COUNTY Of MORTON f 6S..ClerkI,Helen Haselt1lltl1re of ttle ColXlty
Court within ;>'ld for sRId County,do hereby cer.
tify that '~",.',tt;"Jnil f0r~Rojngis a full,true,
,corfect 'lid n,,'''',"f';e 'r,1nsc;ript and copy of the
Lett-ers Testamentary.o(p,ln:·1
l ..P.Fleck
.Mandan ,::\"orliI D:d,ol:1.
Altorney .for 1'etitioll(·I'.....
=::=:::-:=====........
.'A
~xe"].f'~~~...~..~c('ol'ds of slud
\!:;§:~"2Q1~7 ('''un,()Jl page..../u~
s/Helen Haseltine..-_-._-_._.._-
Clerk ~or tll('COllllty COUl't.
f..
t
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~n·"_··--_""'···....,..~~_--...~~.-"I.~~..-.~'-"""'T-;-O-•.,,:"-~f'r"•.~~~-"":I"!'.....,~r'"r'.~tl"'.-~.~--~....,.-..~~
J
In t4r QLnurt nf Qtnmmnu Jlrtts nf IItts4iugtnu QLnuuty,
Jruusyluttuitt,®rp4ttus'QLnurt Bitrislnu
ESTATE OF No.367 of 1969
Isabel Clark,Trust for
Ann Alison Clark Cary,
now deceased.
In the matter of the;_--:F=-=-in!;.,;:a~l!o--_
Account of Pittsburgh National Bank,
Trustee
$49 837 13Balanceperaccount~_
SCHEDULE OF DISTRIBUTION
ADJUDICATION AND DECREE
And now May ;tZ,19~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$57,235.20 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 and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
Additional debit asked at audit 7438.22
Additional credit asked at audit
Balance:_
Deduct Clerk's Costs &Receipts I
Af'torney Alexander Acheson
Marion Cary,Executrix of the estate of Ann Alison Clark
Cary,life tenant,accrued income to date of death,
$57,275.35
40.15 IM35.20_~/:/2-)~/~
46.50 ~~~-m,188'm/!J;p.~~d;t;'-?~~~
516.44
$56,672.26
Laura Reed Clark,niece,1/6 remainder,9445.38
Jean Clark Jones,niece,1/6 remainder,9445.38
Ethelind Cary Litle,niece,1/6 remainder,
William S.Cary,nephew,1/6 remainder,
9445.38
9445.37
Colin Reed Cary,nephew,1/6 remainder,9445.37
.Ann Cary Leininger,child of James Alison Cary,a
deceased nephew,1/3 of 1/6 remainder,3148.46
J una Cary Ricks,child of James A lisa n Cary,a
deceased nephew,1/3 of 1/6 remainder,3148.46
Kristina M.Cary,child of James Alison Cary,a
deceased nephew,1/3 of 1/6 remainder,3148.46
No balance
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E 1:~Q):r..c 0 Jici~'.....-.U
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No......}.6?......of 19 ..~9.......
Deceased
In re Estate of
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
(
1/
RECEIPT
Marion Cary,Executrix of the estate
KNOW ALL MEN flY THESE PRESENTS That I,of.M'Q AHso'Q Cla,rk.C.~ry.. ,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANKTrl,l)?t;:.~.e ..Isabel Clark,Trust for
.of the Estate of .A'Q'Q .AlJs.9'Q..CJ~+.k...G~+.Y.....,Deceased,
the sum offtve Hl,I'Qd,:r~d,.S:j..~tg~n,.~'QQ 44/JOO..($.5Hj,44)~~~:-:~.~~:-::-:~:-:~:-::-:~:-:~:-:~-dollars,in
full payment of the amount awarded me under the decree of the Orph:,ms'Court of Wash-
ington County entered ..May27........,19.6.9.....,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I have hereunto set my hand and seal atm~~...>7..J.....j)~.i
Isabel Clark,Trust for
Anll Alisoll C1Clrl<Cary.
U.~Executri~(SEAl.)
>v <..~..
17-934 REV.3-63
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i.',No 3Q.7.of 19..99..
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
~
1I
In re Estate of
Isabel Clark,Trust for
Anll.AlisoIl C~~r~Car:y
RECEIPT
KNOW ALL MEN ny THESE PRESENTS That I,Laura Reed Clark .....,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK Tru8.t:ee ..
Isabel Clark,Trust for
.of the Estate of .Ann Alison.Clark..Cary ,Deceased,
the sum ofN;inerh91,l~a,nc:lfq1,lr.lf1,l11c:lrE!clf()r:t:Y:::E:i:"E!..1inci.)~aqq ($~.,44?~?~)dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of W ash-
ington County entered ...Mq.y47 .....,19.Q9......,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
(SEAL)
this receipt.
In witness whereof,I have hereunto set my hand and seal at .~.
Q).w,this .....\~..day Of~..A.D.19~L .
..........~.~Q ~..~~.l:.
Laura Reed ClarkWrryt!:~.~kIt~.................
..
17.934 REV.3-63
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No 'J.Q.7 of 19..qQ .
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
?
)
In re Estate of
Isabel Clark,Trust for
MJ;l,..A,~:L~()J;l,G~a,t:~.Ga,t:y.....
RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,Jean Clark Jones.........'"'",
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ..Trustee ..
Isabel Clark,Trust for
'"of the Estate of........Mn.AJ;i,.~qn..G.~~;I;'~..G~J;'Y.,Deceased,
the sum of Nine .Thousand.Fm.j.:t:'.Hund:t:'~d.FO;l;'ty~.f;i,.v~...q.p.d...~.~/lQ.Q ..($.9.,44.!?~.~.8.L dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of W ash-
ington County entered .....M;:!.y.47....,19.99....,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I have hereunto set my hand and seal at ...,.... . . .'"'~""Il)..r;I
.,this~.JfttdaYOf.~j~A.D.1'..99....
WITNEss:H~l(!qd-~(SEAL)
.H•••H.~•••.d.....1~············O
t7.934 REV.3·.t3
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No }6.7.of 19 ..~9...
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
?
1I
In re Estate of
Isabel Clark,Trust for
Ann Alison Clark Cary
RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,....,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .'))::4~~~~
Isabel Clark,Trust for
..................of the Estate of ......Ann.Alison..Clark..Cary ,Deceased,
the sum of NiIl~1:1J.OtlflClIlcl Four lltlI1clJ:~d F(?:rt:y.~fiy~..ClI1cl..?~/.~OO ..{$.9.,~~?~3.~)dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered .IvklY.:ZI..,19 ..~~..,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.(J
In witness whereof,I have hereu~to ~t my hand and seal at ~..~.~lijj.~~..
,this~~day of \\\.lUJJ A.D.19 ~.~.
~~~~S:lt~..~.,~••~h~4C~ti~(SEAL)
!
17-934 REV.3-63
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No 3.6.1 of 19 ..E>9...
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
?
1I
In re Estate of
Isabel Clark,Trust for
AnIl.AlisoIl C1.Cir lc Cary
RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,.....,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANKrJ:):~U;~.t:~e ..
Isabel Clark,Trust for
...............of the Estate of Ann.A1;i,s.~:m.Cl~rkC~ry ,Deceased,
the sum of .Nine..Thousand.Four.Hundred.FortY~five.~n.4..371JOO...($9.,44~~3n dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered May..27 ..,19.69 ,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt...
In,witness whereof,I have hereunto set my hand and seal at~../!.~.".
,e.q.this ilL day O£~;,A.D.190L.
~NESS:~H.dAJ~s~~~(SEAL)
....~LH'~....
17-934 REV.3-63
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No }6.?of 19 ..~.~..
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
~
1I
In re Estate of
Isabel Clark,Trust for
AlmA.1i,son GlCirl<.Cary.
RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,.G().1i,nReed Ca~y ....,
....,Deceased,........of the Estate of .
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK.'rr1.H,t;~~.
Isabel Clark,Trust for
........4nn AU.~()n.Gl~rl<.G.~ry...
the sum of Ni,n~'rh()tl~Cim:l ,f()tlr.»tlnq.r~q.f()rty~,Uye..CiP.q...3V1Q.o.($.9.,445.•.3.7.)dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered ...May,27..,19.69...,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I have hereunto set my hand and seal at ...."hI~'c(.Q.~.7 ..~~
___-.-.,this .~.~day Of~~p A.D.19p69.(SEAL)
~~;:~s:>2:.....~...................Colin Ree'Car
17-934 REV.3-63
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No }6.7.of 19 ..6.~..
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
(
1I
In l'e Estate of
Isabel Clark,Trust for
Ann.Alison CbrkCary
RECEIPT
KNOW ALL MEN ny THESE PRESENTS That I,Ann Cary Leininger .....,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ..Trustee......
Isabel Clark,Trust for
.........of the Estate of..t\I1I1i\.l.~~911..C;.l~~~.C;Cl~y ,Deceased,
the sum of .':r1lr:~~.1:1191.l~Clnci..()r1~.11l.l11ci~~ci.:F9~t:Y~~i.-g1J..t ..Clllci..46./.1()()..{$},.14.8,~4.6 )dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered .....l1CiY)7 ,19 ...QQ ..,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I ha~e hereunto set my hand and seal at ~~g~..~g~"...~~~g~~~~~..
. ,this 2p.4 day of cJ\lIl~A.D.19.QQ .
(SEAL)
17-934 REV.3·63
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No }?.7.of 19 ,~~.
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
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In l'e Estate of
Isabel Clark,Trust for
All11,.A~isoIl ClLlrl<Gary
RECEIPT
KNOW ALL MEN nv THESE PRESENTS That I,JUl1a Cary Ricks .....9
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK,Trustee
Isabel Clark,Trust for
"of the Estate of ..,..l\tltl,l\.L~~,otl.G.1Cl.:r1<..G,a:ry ,,Deceased,
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered ,.Mqy,V...,19.69.....,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I have hereunto set my hand and seal at A.-!...~.,.~#....
....,"..,this ..Y~,day of ~A.D.19 ~.~.
WITN_.H~~~7".e~.J (SEAL)
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17.934 REV.3-63
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No 36.7 of 19 69 ..
Deceased
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
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In re Estate of
Isabel Clark,Trust for
Ann AlisQn G.larl<.Gary
RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,Kristina.M.Cary .,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ..Trustee ..
Isabel Clark,Trust for
.............of the Estate of .AnnAlis.on.C.larkCary ,Deceased,
the sum of .Th;l;"e.e..Thq~.$a:n4 ..One..1I~:n.d.r.e.d ..Forty":'eigp.,t::...an.d..4.6/.10.0 ($.3.,1.4.8.~.4.~Mollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered .J1ay.27 ,19...69 ..,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I have hereunto set my hand and seal at .k"~'I (!4~...
. ,this.J.~day of ..~A.D.19 ..~.~.
WITNESS:_~i~~!~M~(SEAL)
.....................:;y \...
17-934 REV.3-63
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN}.I
ORPHANS'COURT DIVISION
at 10:00 o'clock A.M.The first audit is Number 367 of 1969,
for the second quarter of 1969.We will today consider the audit
of accounts listed for consideration on Thursday,May 22,1969,
No.367 of 1969
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The Court will resume the call of the audit list
HEARING ON AUDIT
Thursday,May 22,1969,at 10:00 o~.clock
A.M.,EDST.
ALEXANDER W.ACHESON,ESQ.,of Washingtcn,
Penna.,representing the Accountant.
THE HONORABLE P.VINCENT MARINO,
;president Judge of the said Court.
ESTATE OF
IN RE:
ISABLE CLARK,Trust for
~Ann Allison Clark Cary,
~now deceased.
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~BEFORE:
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the estate of Isable Clark,Trust for Ann Allison Clark Cary,now
deceased.The Pittsburgh National Bank is the Trustee and the
attorney is Alexander W.Acheson.Mr.Acheson?
MR 0 ACHESON:If the Court please,in that estate I have a Praec pe
for my appearance for the Pittsburgh National Bank,Trustee,
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a copy of the will of Isable Clark,and the Audit Petition.The
account is that of the trustee.The trust is a testamentary trust,
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which was set up under the will of Isable 'Clark,who died while a
resident of the City of Washingtqn.Pa .•on December 30,1960 .
The will set up a trust for the benefit of the ,sister of Isable Clark
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for life with remainder over the nepheW's and nieces,six.nephews
and nieces named in the will.The trust terminated by the death of
the life tenant on January 23,1969.One nephew died in 1961 and
under the provisions of the will his share went to his three childrer .
We are suggesting distribution of the balance of income to the date
of the death of the life tenant to the executrix of the life tenant.
and the principal for distribution to five nephews and nieces,one-
sixth each,and to three children of the deceased nephew,one-eigh eenth
each.
tion up with the trust officer of the bank this morning.
nephew?
MR.ACHESON:
Are the three children sui juris of the deceased
He says
I took that ques':".It..doesn't state that in here.
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they are all of age and I will add that to this Petition if the Court
thinks it should be.I will present thes e for the courtesy of my
classmate,Alexander P.Reed,who was one of the executors
,of the estate but not a trustee;the bank is the trustee.
THE COURT:Is there anyone els e in Court interes ted in this
trust estate?