Loading...
HomeMy WebLinkAboutOC1969-0382 - ESTATE OF FREESE\j ;'b l J"','r;Xf~l 1 COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON )sS.: Chas.E.Enlow,Trust Officer for t~e within named accountant,being duly sworn according to law,deposes and says cnat "the foregoing account as stateu -1~ true and correct as he verily believes. Sworn and this -2:.f !19 69__)~ subscribed before me day of ~l J~A -(.Ai I tL -(L /)/)/1 /(~.(~~t {) Register PITTSBURGH NATIONAL BANK,1 ~.I ,BY [<,'-"~(.-'-.~-. Trust Officer WASHINGTON COUNTY,SS.: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 evidence by proofs thereof filed to No.'f/:f ti "..../(crt,I /JWitnessmyhandandofficialsealthis ~- day of ?:n E'~:J ,/I;~~~_ Register of Wills I ~ .~ 0\ ,....f lHo ~~'J.oz II.to ILlE-t E5 (f) ILl n::o•.--=-~ ~ ILlU'1 Ii:4~rr... P-t H 1-'1 H ~ r...o [--I '<::::>ooo~ ~l~~ j:L. ~~ f-i~ Hrr... ~~III ~ ~ H E-t <:I;Z ::r:on:::=>III(f) E-t8H ~ ;59 /;t~I." -~~t--.~....... t"··...._..P•"'C) Q) .G 0.p.p ~ ,..,...I' e..:',[J.-t ~p;::t,~.,"",«:....::Ii)«l ••l.::+lo-·d -m"crr:-s '0 "1 ~ r.il rl ~0i=O--M ro () -....-:--~'"()~_:r4~~ Ul.~0--+:>{f}Hcr::(f}~OL,;j ~lH &;.:;1 $.I Q)' ;-~E--I P-t I ~o Q)o C~c,1 0 0 H::n ._+'.p 0 .>.b.J .p "0 s:::s:::.p:~0 .r!-rl ~o .l ..c:..c:O~{f}{f} .....::j roro.........'.. ~~~)\'(., ~~ ---i - TR·2 REV.9·62 IN THE COURT OF COMi"lON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF'PHILIP FREESE,A MINOR FIRST AND FINAL ACCOUNT OF PllTSBURGH NRTIONRL BANK GUARDIAN NO.80659-9 PITTSBURGH,PA.MARCH 18,1969 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Page 2 Amount transferred from Income-Personalty $4,207.'r9 _1~72~98 $4,680 77 DisbursementsI Page 3 Balance 1,295 00 $ SCHEDULE B INCOME -PERSONALTY Receipts Page 4 $503 17 NET BALANCE PRINCIPAL -PEHSOHALTY THE BALANCE CONSIS1'S OF TF.E FOLLOHTNG: 503 17 0 00 j.r 3,385177-~-=rl.I I I I $3,385 77 .~ .I I $30.19 Cash Balance Disbursements Page 4 Amount transferred to Principal-Personalty for distribution ·i .j .f I .J. ....•--.---,...---:-.,-c:.7•.--"-..--C:--:T---:'".,::-,---~.~..,~.•~_,_~__~._.IIIIIl......JilW"t... PHILIP FREESE TR-2A REV.9-62 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1965 Oct.18 Inventory filed $4,207 79 1965 Oct. Assets Acquired 27 Deposit to savings account at Dollar' Savings Bank Cash disbursed to acquire above asset '" Conversion of Assets without Gain or Loss $4,165 00 4,165 00 o 00 $ Withdrawals in full savings Dollar Savings Bank - 6/22/66 , 12/5/66 2/24/69 Carrying value account at 515.00 400.00 3,250.00 4,165.00 4,165.00 o 00 Amount transferred from Income-Personalty for distribution $4,207 79 472 98 .-2- I $4,680 77 ....f ~.qI ----"----_.~~-_._---~- J',It • PHILIP FREESE --.---;----,.....-~-.--.-cc--.-....... TR.2A REV.0-02 DISBURSEIvTEN'1'S Administrative Expenses 1969 Mar. Clerk of Orphans'Court - Cost of guardian appointment,guardian inventory and petition and order for allowance -paid 10/14/65 to 6/14/66 $ Bloom,Bloom,Rosenberg and Bloom - Professional services rendered re guar- dian appointment and petition and order for allowance -paid 10/14/65 and6/1LV66 . 18 Russell A.Marino,Clerk of Orphans'Court Division - Filing this account 18 Bloom, Bloom,Rosenberg and Bloom - Attorney's fee 18 Pittsburgh National Bank - Guardian's compensation Distribution Payments to and on behalf of Philip Freese, a minor - Philip F1-'ee58-I Tuition,activity fee and incidental expenses at California State College -paid 6/16/66 to 5/8/68 $ Conunonwealth of Pennsylvania---- Tuition at California State College for Philip Freese -paid 8/16/66 and 5/8/68 11 00 60 00 14 00 85 00 250 00 ~ 650 00 225 00 420 00 875 00 -3- ~1,295 00 ..---....-------=-::..-:::-~~...~-...·....I •_.,~:~., ",\,0'· ,, ...·-c ."... , PHILIP FREESE -_.-----c.- TR.2A REV.9-62 SCHEDULE B------ INCOME -PERSONALTY ; RECEIPTS' Interest -Savings Account Dollar Savings Bank ~ To 12/1/68 $503 17 >..-~"" DISBURSEMENTS I Guardian's compensa.tion $30 19 Amount transferred to Principal-Personalty Ifordistribution 47~ J>503 17:p I I - I RAP:rw -4- ,;>.,,~,II .'.:j ",\i~I.---'--~----- Form for Guardian or Trustee _'ttitinn @Jur Au~it 0;~3Jn W~r (@rp~aU5·<!tuurt of lIa!l~in!ltnu <nuunty Estate of ~9:.~.!!.~.J?!E.:.:.~.:.. ..............................................................................................................................., K«Jx . Date of trust or guardianship ~.~.I?!;.~.ill1?~.L.~~b 12§.:?. If there have been former accounts filed in this estate,list: None Filed at No :'2!??.of 1962 .. Fiduciary !'1!;.!;.§.1?~!".&h ~~~1Qn~1..;§.?n~.".. Guardian.. Place of record of appointment.~Q.=:'2:?§.'?.t..1.~.§.~.Q.~g.!... Reason for filing this account...;r.h1.!.Hp.¥.I.E?f?§.f?\:?.~£.?.m~~.!Y..f?..~I.§gJ...~.g.~g.Th.J1~.~.~.h 1Z~12.§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: Phillip Freese,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 Court 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 I Balance for distribution per account,Principal $.}~.~.~.?..~.l.Z . Additional debits not shown in account: (Indicate whether income or principal) None Additional credits not shown in account: (Indicate whether income or principal) None Balance for distribution Income Total additional debits Total additional credits Principal $3,385.77............................................................ $.:::.:;::.:.:.:.:..:.:. $.:.:.:.:.::'.:.::'.::'. $.:::::-::.:.:.::::.:.. 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. _0' -~---------,"""-----,---_._.~.--~----_..._,.~------- .{-r~...Set,forth accountants sugg'estion as to manner and form of distribution to be made,awards to be stated in pro- poftitms unless specific amounts or items are designated by instrument under which estate is being distributed:-t To Phillip Freese--Entire balance after the costs of audit of this accounting (See Stipulation of former minor attached) COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,~88 The above named Fiduciary or representative thereof, being duly s.w,Qr.n doth depose and say that the facts set forth in the foregoing petition are true to the best of...b.;i...~knowledge and belief. .~~~?:.~to and subscribed before me This Zl.l:L day of !1.'i!y.196.~..c.;;Ill·/J "Signature of Officer t0.::-:~i....~;,cl~. And your petitioner will ever pray,etc. PITTSBURGH NATION BANK Assistant Vice President ...........................................................................~. Title of Officer NQtax:y.Euhli.c :.. Office expires X~.1?;:~~;:y...).L}.~.?}~Eo E:1OOf NOfAItY PUBlIC .W~§~INGf@H,WASHINGTON COUNTY,PA,' M,ctlMMlssION EXPIRES FEBRUARY 1,l~n ft ..~~___ ,f •• .....I~~~.. 'rtittnn Dur J\uiltt IN TWE ORPI-IANS'COURT OF WASWINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No J.§.?of 196 2.. ESTATE OF f..b.J.JJJP.f.E.§~.!?.~.. PDIK.:.. mlnor~OCllflllMlCiK*Hlli!XHiKiiIK ...........?~.~.!:.;:?!?.~.Egh ~.~.!:.i:9..~.~.t ..~.~.~~.. ............................................Q~.~.r..~.~.~P.:.. 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. ...........BJQ.Q.m.~..JUQ.Qm.~R.9..§.~.g1?~.Eg,~!}.1.<;?.9..~. Counsel for accountant. 'Vd "00 N01~H1tHSVfA SlllM 30 'd31Sj~3U om~'t1'i -n.3 SSfllt 85 i UV LZ AVU '694 "l1 '":1 -~~~\.J.;"';'~,.w!.! ( .~...." • Estate of ) ) PHILLIP FREESE ) ) A Minor ) • In the Orphans'Court of Washington County,Pennsylvania No.382 of 1969 DECLARATION AND REQUEST FOR CONFIRMATION OF ACCOUNT I,the undersigned,PHILLIP FREESE,do hereby certify that I was born March 17,1948,and became twenty-one years of age March 17, 1969;that I have examined the account of Pittsburgh National Bank,my Guardian,and I am satisfied therewith,and hereby request its confir- mation by the Court. I hereby further certify that I am a citizen of the United States of America. Witness my hand this 1969. --f~£~Ph~l1J.p Freese· WITNESS: ~;?4u ~n t4r Qroort of Qrnmmnn 'Irus nf lIus4ingtnn Qrnunt!}. Jrnnsylnuniu.ODrp4uns'Qrnun lJittisinn J ESTATE OF Philip Freese , a minor. 382 of 1969No._ In the matter of the First and Final Account of Pittsburgh National Bank, Guardian ADJUDICATION AND DECREE And now May 2.3 ,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration th:reQf the balance for distribution in the hands of the Accountant is determined to be $Q,Q85.77 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. SCHEDULE OF DISTRIBUTION Balance per account $3,385.77 (2 _~-eJ~~'AK)"J2L,/; Balance $3,385.77 Deduct Clerk's Costs &Receipts 15.00 Attorney Bloom,Bloom,Rosenberg &Bloom $3,370.77 Philip Freese,balance,3370.77 No balance J J L.V ~ 0...~ }1- Q.1 \\:J .~ ~.~ 8 .g=.- ~ ~ c CD If,L.f') 0 ~3 o_tli< ;:::t ...0 ~ C'!') _...Jt':I;,; S2:: ... ::::....la;:;:eJ' ..., ..:c:""t;;: fr 0 "c::::~~Q ..... D ::: .... --o~ ::r ~~-~r-~..l r..~"o CD tr'.,1 _I ..~ S2:: ,....;A'~ W UJI~~ ..l.~j ~ V~jo-.::z 't' tf)~:::: ~ ::>Co.')-':"'" t.L..en Cl:LW(}) ~ t..O ~< ...3C t:i~ 1\ ~ .~~ \\'.\ \\.\ .(-..- RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS,That I,PHILIP FREESE,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 Three Thousand Three Hundred Seventy and 77/100 ($3,370.77)Dollars, being the amount awarded me at No.382 of 1969 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 ox 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 guardianship,and of and from all actions,suits,payments,reckonings, claims,and demands whatsoever,for or by reason thereof. IN WITNESS WHEREOF,I have hereunto set my hand this _Z--l..7 _ day of .>Yi_._>__cuy_.-f--'A.D.,1969. -------'p.....;;;~;.:..::;.=-r.:::........;.Fr""""",J1.Q.&A..&.,="""",-__(SEAL) Philip Freese WITNESS: j