HomeMy WebLinkAboutOC1969-0382 - ESTATE OF FREESE\j ;'b l J"','r;Xf~l
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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
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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
----"----_.~~-_._---~-
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•
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'·
,,
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,
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
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-
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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 ..~~___
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'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
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•
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
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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