HomeMy WebLinkAboutOC1969-0774 - ESTATE OF HULTZ JRrs 9/2/69 ...
Form for Guardian or Trustee
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1Ju UJqr ®rpqaus~ (ltnurt nf llasqiugtnn (ltnuuty
. Estate of ........ ~~=:~~ ... ~.~ .... ~~~.~.L.~.7..: ..................................... .
For ..................... ~ ... ~.~.~.!. ............................................................................ ..
minor-incompetent-life tenant
Date of ttmd:
xx guardianship .......... 9.9.~9.1?.!?.r. .. J.lu ... ..1.9.~ .............................. ..
If there have been former accounts
filed in this estate, list:
Filed at N o ............. 'J.'J..4. .............. of 19~ ... §9
Fiduciary .... ~~~ ... ~~~~~ ... ~~~~~.~~ ... ~~~ .... ?.!. ... ~.~·~·~·~·~·~gh
.......................... 9:~:r.9:;h~ ............................................................................ .
Pl f d Orphans' Court of ace o recor .
of appointment ... }!~.~.~~.~g,!:~.~ .. .9.~.~!:Y..t ... ~~!.JE.~Y.~Y.~~a
Reason for filing this account.. ..... ~~~~~ ... ~.~ ... ~~~.~.~ .. JE.~ .... ~!:!:~;!E.~~ ... ~€;~ .... ?.J .... Y.~~!:~ ... !?.~ .. ~~Y. .. .J)J .. .J.9.9.9. ................ .
All persons having any interest, vested or contingent (including claimants), in the fund now c before the Court,
with the nature of their interests are:
Samuel E. Hultz, Jr. is entitled to the balance in the Guardian Account.
All of said parties have received notice as required by the Court Rules except as follows:
None
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:
Account was filed under the name of Samuel E. Hultz. This should be
changed to read Samuel E. Hultz, Jr.
/
Balance for distribution per account, Principal $ ... ?..,.§2§.,.9.4 ................................ .
Additional debits not shown in account:
(Indicate whether income or principal)
Principal:
None
Income:
Interest -Bond
United States of America Treasury ~%
$2,500 12/15/68 -6/15/69
Additional credits not shown in account:
(Indicate whether income or principal)
Principal:
Administrative Expense
McCreight, Marriner and McCreight
Reimbursement for cost of filing
First and Final Account
Income:
Administrative Exoense
The Union National Bank of Pittsburgh
Accountant's Compensation
Income
$ o.oo
.ll.d2
Total additional debits
$ 23.00
1.88
Total additional credits
Balance for distribution Principal $ . .2.,.§.3..5..,.9./.r ................................. .
Income $ ....... }4~.~.7.2 ................................. .
Total $ .. §l.J.7.2.~.4~ ................................. .
$ ......... 3.:1./wlt:/.2 ................................ .
$ ............ 2.1. .• 22 ........................................
$ ........... ~4.88 . ................................................
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:
United States of America Treasury Bonds 2i%
$2,500 dated 11/15/45-due 12/15/67-72
United States of America Savings Bonds Series E
$400 dated 4/1/59 due 3/1/68
See Election To Take In Kind attached.
¥-
. ,•
Carrying
Value
$2,590.62
300.00
$2,890.62
'?
.,
.... -.
l:t 7/23/69
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS 1 COURT DIVISION
IN RE
ESTATE OF
NO. 774 OF 1969
SAMUEL E. HULTZ, JR.
A MINOR
ELECTION TO TAKE IN KIND
I, SAMUEL E. HULTZ, JR., do hereby elect and agree to take 'In Kindt
the following:
~. • ) "'~ J .. • i... (.c" ~
United States 6f America Treasury 2 1/2%
$2,500 dated 11/15/45 due 12/15/67-72 $2,590.62
United States of .America Savings Series E
$400 dated 4/1/59 due 3/1/68 300.00
$2,890.62
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
---"-/_,.~/~--day of_""""d,~&r.:::l;~.::;~~;;;...~;;;.__··_, __ , 1969.
AUG 1 5 196~
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ESTATE O}'.
SAMU!:L E. HULTZ~ JR.
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· . · 0 R I G I N· .A L .. · g:rrDAYit AS to MINOR •s Aflt
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MfCOMMJS$10N fXPIRES f£81 28; tU.l .
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lt 7/21/69
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE
ESTATE OF
NO. 774 OF 1969
SAMUEL E. HULTZ, JR.
A MINOR
CERTIFICATE OF WARD
I, SAMUEL E. HULTZ, JR., do herby certify that I attained the
age of TWENTY-ONE (21) YEARS on May 13, 1969; that I have examined the
account of THE UNION NATIONAL BANK OF PITTSBURGH, Guardian of my estate filed
.
at No. 774 of 1969 and am satisfied with the correctness thereof and that I
have had notice of the time and place of audit.
WITNESS:
WITNESS my hand and seal this l'( day of ~~ . , 1969. v
J~{f/J:/;·//k (SEAL)
Samuel E. Hultz, Jr.v
AUG 1 5 1969
-~----.~-..-,_,...---~--~-----o---~--~--~ -.-.----~------l
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:
The entire balance is to be· distributed to Samuel E. Hultz, Jr.
who has attained his majority.
See attached Affidavit as to Minor's age by his mother who by
remarriage is Florence A. Kennedy, Certificate of Florence A. Kennedy,
Next of Kin, certifying that she has examined and approved the account,
and Certificate of Ward, certifying that he has attained twenty-one (21)
years and approved the account.
ALU:GHENY
COUNTY OF~
COMMONWEALTH OF PENNSYLVANIA, } ss
The above named Fiduciary or representative thereof,
being duly ........ !?.W.~.r.:n: ............. doth depose and say that the
facts set fort:P, in the foregoing petition are true to the
best of .......... ~:.':.~ ................. knowledge and belief .
. §~C?.!..~ ................... to and subscribed before me
This .... -~----~~~---191.{,}
Signature of Officb~q,.d ...... ?. .. ~ ........ .
Title of Officer .................. ~~!:~~---~~P.:!:!:£ ................................ ..
LElAND T. DAY, NOTARY PUBLIC
Office expires ................. P.lU:iBJJ!IGn, •• A.l!.E.;:~~:-1¥-•• C.Q.Y.'l~Y ............................ .
.. MY COMMISSION EXPIRES FEBRUARY 1, 197h
And your petitioner will ever pray, etc.
Jrtittnn ~ur Au~tt
IN TI-lE
ORPI-IANS' COURT
OF WASI-IINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No ....... 77.4 .............. of 19i ... 6.9 .. .
ESTATE OF ......... ~.?.~.~~ .... ~.! ..... ~~~.:?!.?. ..... ~~.~ ............... .
FO aMi R .............................................. ~g1··; ......................................................... ..
(. . .) ..................................................................................................................................
minor-;::>incompete~t.>.....life tenant
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Counsel for the accountant (.~hall 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.
John B. McCreight
......... ~~.~.7..~.~.~.~~.?. ... ~~:.:.~.~~:. ... ~~~ ... ~.~9.:~~.~~~
Counsel for accountant.
t::0n l.r.., ..,..,.; .,.., ..... +~ ...... H .. + 'Rn-t 1~
Washington, P'ilJDSylvania 15301
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IN THE COURT OF COMMON PLEAS OF
WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.
ESTATE OF
SAMUEL E. HULTZ, A MINOR
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL BANK
OF PITTSBURGH
GUARDIAN
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-1 t. ... r -. r-BALANC~~~DVE -"'$6,17.3 .• ,0.9
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(I} f"r) :::0 VJ (.C) .. 1 _G":>c::<.l .·-2: c;; (/) rz::_ --<: -1 (."') §g f'""'•
CJ rr: •-r"l -i-r· r.~ ~ o --~ r -...... ~ ~-l ~5;;~c:;, ~ -~ . .
I'll"' IIOW.;<tb ;tijr;: . .. . • -· ~-,_b.? tne ;vitJHn{ic~"l ortl! ted te tlte Oo
f•r 1onnrmaium. c:::=-
. rw;td_~;;;;;tni-rlt 0. ~ John B. McCreJ.ght, Esq~-
McCreight, Marriner and McCreight
520 Washington Trust Building
Washington, Pennsylvania 15301
(225-6600)
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WORM 1740A
f} .. i..Jtlll1f}tor: tluunly, S ... l~
i do NwUfv :::;rr.t I ha.ue qfu1:n fr;({al notice to all perscnt:
oont?erned o_f 1/:e f::'lt·:] uf t!dJ U.}ithfn act;ount in tl:e rn[!nner pre--
s;;, tUed !:Jy St~:tute and ilu!e of Oourt, as e:.lidcncsd by proojl'.~
t.~~'r~I-of filed to No. {., 3-f/l-bOO d.c-6..
-;,•·.p ~\.">f· 1~. -.-r~' , .. n; ..-1ffi ,:..-. rv) t..·~ c/ -I • .,~· ~.hn~ ... , l.t!J /,u.fl.l .,. .. d ··.u•.,;,..,.J e>vG.I tillS. . ........................ ca..,
of .. ~········• 19 l;,.l_ .
~-9tt~ --ReaiSJt!!lr of Wills
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IN THE COURT OF COMMON PL~AS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.
ESTATE OF SAMUEL E. HULTZ, A MINOR
FIRST AND FINAL ACCOUNT
OF
THE UNION NATIONAL BANK OF PITTSBURGH
GUARDIAN
• 17111
May 23, 1969
PRINCIPAL
SUMMARY
SQHEDULE A
PERSONALTY
Receipts Pages 3 - 5
From Income -Personalty
Disbursements Page 6
SCHEDULE B
INCOME PERSONALTY
R.eceipts Pages 6 '-7
Dispursements Pages 7 - 8
To. Principal -Personalty . '•);.
4,670.16
1,504.62
BALANCE
416.39
1,504.62
BALANCE···
NET BAlANCE
The Balance Consists of the Following:
Principal -Personalty
t
Bonds
United States of America Treasury 2 1/2%
$2,500 dated 11/15/45 due 12/15/67-72
United States of America Savings Series E
$400 dated 4/1/59 due 3/1/68
Cash on hand
6,174 78
316 14
2,235 43
1,921 01
2,590 62
300 00
5,858 64
314 42
6,173 06
2,890 62
2,968 02
5,85& 64
-----------------------------------
' J •• •
ESTATE OF SAMUEL E. HULTZ, A MINOR
Income -Personalty
Cash on hand 314 42
I
6,173 06
)
j
-2-
.
•
ESTATE OF SAMUEL E. HULTZ, A MINOR
SCHEDULE A
PRINCIPAL PERSONALTY
RECEIPTS
1 9 4 9
Nov. 17 Inve~tory filed as follows
1 9 5 1
March 3
1 9 5 4
Dec. 24
1 9 5 6
Aug. 31
1 9 6 3
Oct. 4
Estate of Samuel E. Hultz, Cash award as per
Decree at No. 45 of 1949, Orphans' Court, Allegheny
County, Pennsylvania, to
Samuel E. Hultz~ Jr.
Additional Assets
Additional distribution subsequent to Decree at
No. 45 of 1949, of the Estate of Samuel E. Hultz,
Deceased
First National Bank
Castle Shannon~ Pennsylvania
Savings Account No. 2226
. 3/7751
Clarence Douglas Hultz, Executor of the Estate of
Nellie B. Hultz~ Deceased
Awarded by Decree of Distribution at No. 74 of
1949 by the Orphans 1 Court of Washington County,
Pennsylvania
Being 1/2 balance
Cash
Bloom~ Bloom and Yard
Proceeds in re settlement of accident
Cl~rence Douglas Hultz, Executor of the Estate of
Frank V. Hultz~ Deceased
Awarded by Decree of Distribution dated
September 10, 1963 at No. 158 of 1963 by the
Orphans' Court of Washington County~ Pennsylvania
Cash
Additional interest received subsequent to the
First and Final Account of the Estate of
Frank V. Hultz~ Deceased
-3-
2,907 30
40 25
105 00
390 44
100 00
528 02
11 84
1,175 55
• • .
ESTATE OF SAMUEL E. HULTZ, A MINOR
Purchase of Assets
Bonds
United States of America Treasury 2 1/2%
11/23/49 $2,500 dated 11/15/45
due 12/15/67-72 2,590.62
_united States of America Savings Series E
3/3/50 $400 dated 3/1/50
due 3/1/60 300.00
6/28/51 200 dated 6/1/51
due 6/1/61 150.00
11/2/53 275 dated 10/1/53
due 6/1/63 206.25
12/31/54 600 dated 12/1/54
due 8/1/64 450.00
4/23/59 400 dated 4/1/59
due 3/1/68 300.00
Miscellaneous
The Union National Bank of Pittsburgh
· Common Trust Fund A
4/29/60 58 units at 8.91 516.78
7/31/61 19 units at 10.15 192.85
7/31/62 24 units at 8.77 210.48
7/31/63 26 units at 10.48 272.48
10/31/63 48 units at 10.93 524.64
7/31/64 48 units at 12.33 591.84
7/31/67 29 units at 11.70 339.30
252 units
Cash disbursed to purchase the
above assets
Withdrawal -Savings Account
Proceeds withdrawn
First National Bank
Castle Shannon, Pennsylvania
Savings Account No. 2226
5/3/51
Carrying' value
-4-
. '
1,406.25
2,648.37
6,645.24
6,645.24
105.00
105.00
0 00
0 00
' • .. ; -.
~
ESTATE OF SAMUEL E. HULTZ, A MINOR
Conversion of Assets Without Gain or Loss
1 9 6 __ 0
March 1 Proceeds maturity -$400
United States of America
Savings Bonds Series E
dated 3/1/50 due 3/1/60 300.00
Carrying value 300.00
0 00
1 9 6 1
·June 1 Proceeds maturity -$200
United States of America
Savings Bonds Series E
dated 6/1/51 due 6/1/61 150.00
Carrying value 150.00
0 00
1 96)
June 1 Proceeds maturity -$275
United States of America
Savings Bonds Series E
dated 10/1/53 due 6/1/63 206.25
Carrying value 206.25
0 00
1 9 6 4
I Aug. 1 Proceeds maturity -$600
United States of America
Savings Bonds Series E
I
dated 12/1/54 due 8/1/64 450.00
Carrying value 450.00
0 00
0 00
Gain on Conversion of Assets
1 9 6 .9
April30 Proceeds redemption -252 units
The Union National Bank of Pittsburgh
Common Trust Fund A at 12. 84 3,235.68
I
Carrying value 2,648.37
587 31
... 4,670 16
l
From Income -Personalty Account
Amount transferred for Investment 1,504 62
6,174 78 ..
-5-
1 9 6 9
May 28
ESTATE OF SAMUEL E. HULTZ, A MINOR
D I S B U R S E M E N T S
Administrative Expenses
John B. McCreight, Esquire
Payments for the following -1/2 share
11/8/49 Cost of filing Corporate Bond
Cost of preparing and presenting
Petition for Corporate Bond
11/25/42 Reimbursement for filing Guardian
Inventory
McCreight, Marriner and McCreight
Attorneys' fee
The Union National Bank of Pittsburgh
Accountant's compensation
' '
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Interest -Bonds
United States of America Treasury 2 1/2%
$2,500 6/15/49 -12/15/68 1,218.75
Less accrued interest
6/15/49-11/23/49 27.83
United States of America Savings Series E
$400 3/1/50 -3/1/60
200 6/1/51 -6/1/61
275 10/1/53 -6/1/63
600 12/1/54 -6/1/64
-6-
101.28
52.40
73.70
165.36
a:
1 50
10 00
50
100 00
204 14
316 14
1,190 92
392 74
1,58~ 66
•• • ' . • ~ )
ESTATE OF SAMUEL Eo HULTZ, A MINOR
Interest -Savings Account
First National Bank
Castle Shannon, Pennsylvania
Savings Account No. 2226
11/1/50 -5/1/51 53
Miscellaneous
The Union National Bank of Pittsburgh
Common Trust Fund A
Income received on
58·units
7/29/60 -7/31/61 22.12
77 units
10/31/61 -10/31/62 37.29
101 units
1/31/63 -7/31/63 28.23
127 units
10/31/63 11.06
175 units
1/31/64 -7/31/64 52.15
223 units
10/31/64 -7/31/67 296.99
252.units
10/31/67 -4/30/69 203.40
651 24
2,235 43
..
D I S B U R S E M E N T s
Administrative Expense
1 9 6 9
May 23 The Union National Bank of Pittsburgh
Accountant's compensation 116 39
j
-7-
~~
ESTATE OF SAMUEL E.
Distribution
Florence Kenne
Clothing and
8/1/63
8/19/64
5/16/66
dy (mother)
To Principal -P
Amount transfe
maintenance of Samuel E.
ersonalty Account
rred for Investment
-8-
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IIDLTZ, A MINOR
Hultz, Jr.
100.00
100.00
100.00
300 00
416 39
1,504 62
1,921 01
' ••••
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ALLEGHENY
SS:
,.,
:;
GUY D. ANDERSON, Trust Officer of THE UNION NATIONAL BANK OF
PITTSBURGH, the above named accountant being duly sworn according to law
deposes and says that the disbursements shown in the account have been
made to the parties entitled thereto and that the account as stated is
true and correct as he verily believes.
Sworn and subscribed before me this _ ___.7c~L.f..~..-~ __ day of---9~~=.;......;;;-=----' l9<c1.
Notary Public
CLAIR A. NEWTON, NOTARY PUBUf:
PITISBURGH, ALLEGHENY COUNTY
MY COMMISSION EXPiRES FEB, 21. 197t
REQUEST FOR DISTRIBUTION
Accountant requests that distribution be determined by the Court
in accordance with the Petition for Distribution to be offered in evidence
at the audit of this account.
THE UNION NATIONAL BANK OF PITTSBURGH
BY__.;..;~~lJ"'--'-.~~~=-=--~Trust Officer
In tho matter of the Audit of Account in
Estate 0._, __ s.:..~am:..:u.:..e:..:l:;:..:_.;:E:..:•:......:H:=.;:u.;:l:...t;;:z=.z.,-=J:.::r:...· ·=-----/ No 774 __ .....;:O::,:f::..' __ ___. 19~ A. A.
TO THE AUDITING JUDGE:
Entcr ___ o..;.u...;.· _r _____ appearance t.or· __ .:::a:.:C::.:C=.O~u!.!n!-t~a~:LHn...at'-4, ___ Th..~.Ao~.JOe~..-..~Iu.Inu...~.j .... au.n.L....;N=a...;t;..;i;;;..o;..;n=a~l=--=B=-a=n=k=---
of Pittsburgh
/
N. B.-counsel sho.ll, by sepo.rate pnpcr, present a concise statement ot each
claim, with supporllng calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate pnpor.
Council suggesting 11roper distribution shall file a separate concise state-
ment ln that regard.
./
~u t4t Qtnurt nf Qtnmmnu Jl:ens nf lfnsl1iugtnu atnuuty.
Jruusylunuin. ®rp4nu.a · Qtnurt !liuisinu
ESTATE OF No._.....~7'-L7...::z4~o=f~l:...£9=6""'-9 _____ _
Samuel E. Hnl tz, .Ir • In the matter of the First and Final
. .
a minor. Account of The Un1 on Nati ana] Bank of
Pittsburgh, Guardian.
ADJUDICATION AND DECREE
And now: September /7 , 19.£9_, 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
$ h~179.h3 and the account is accordingly confirmed; and it is ordered,
adjudge 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 ________________ _
Additional debit asked at audit,
Additional credit asked at audit,
Balance·---------------------
31.2~
24.88
6,204.31
$ 6,179.h3
j
Deduct Clerk's Costs & Receip,::._ ____________ _
Attorney _ _...M~c~C.urue;~...i~o.~gl!oJ.h.r..~tiLj,~M;u:aur.;.!r~:II.An""e;;ur.;...J,;&~M:u.c;o.~,Co~.~r.;a:e:a...i!..f!g5Lhut...._ __ _
~-I 'I .$'0 -jtJ-1-'-c;
19. 5o 'I..JlCU-~~77!~. C!.eJ.ae..
6,159.93
Samuel E. Hultz, Jr,, balance, including cas~ an~
United States of America 2 1/2'/, $2500.00 dated
11-15-45 due 12-15-67•72 @ $2590-.62 snd United
States of Americs Savings Series E $400 dated
4-1-59 due 3-1-68 @ $300.00; held in kind and
distributed as such at the value es shown, per
election filed, 61 !--'"~ ................
No balance
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rs 9/19/69
Form OC 91
IN THE COURT OF COMMON PLEAS OF
WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
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No. 774 of 19 69 Samuel E. Hultz, Jr., a Minor
DECEASED
1!\nntu .i\11 tltn fRy ijJ~.rs.r Jr.rstnts. that J, SAMUEL E. HULTZ, JR.
do hereby acknowledge to have received from THE UNION NATIONAL BANK OF PITTSBURGH
_________________ G_U_A_RD __ IA_N _______________________ thesum of
(EXECUTOR-ADMINISTRATOR-TRUSTEE-GUARDIAN)
Cash -Three Thousand Two Hundred Sixty ($ 3,269.31
Nine Dollars and .31/100 ) Dollars
and United States of America 2 1/2% Bonds having a value of $2,590.62 and
United States of America Savings Bonds Series E having a value of $300.00
having a total value of $6,159.93
in full of the amount a warded me under the decree of the Orphans' Court of ~
Washington
County, Pennsylvania, entered at the above number.
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And I do further authorize and direct the Clerk of the Orphans' Court to en-
ter a receipt on the Audit Docket in my name, place and stead.
2 5~ o !lAir ___ day of ~~. ' 19
__2~ {~~~-(SEAL)
Samuel E. 'Hultz, Jr. ?-"
Fee for Filing this Receipt -$2.00
•
NO._--'-of 19 69
AUDIT VOL. ___ _ PAGE __
i&tttipt
ESTATE OF
Samuel E. Hultz, Jr.,
aMinor en~
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Fee
Attorney ______________________ ___
Address ________________________ _
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