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HomeMy WebLinkAboutOC1969-0852 - ESTATE OF SAVA---------------~"~-~~~,~,--------'------ J Form for Guardian or Trustee Jrlition §ur 1\ubit 11n IDqr ®rp4an!i~Q.tonrt of lIuaqtngton <!Iounty Estate of P.~Y..~~~.~~?~.~.~~.~Y..~. ~.. Date of tt:Ust .A ril 26 1965orguardlanshlpp.~.. If there have been former accounts filed in this estate,list:None Filed at No §.?.~of 196.?. Fiduciary....R.~.~.~.~p.~.;:gh ...~.~.t..~.9.Th~.!....~.e.Tht..t.•.g.H.e.rg,~.e:p. Place of record of appointment...~.?~..).~.??..;t).?..§.?.Q.~g..~.. Reason for filing this account......~.P..P..9.~.Tht.!P:~.ThL ..gJ...J?g.Y.:g,.)1.~.gg!P:~.~....e:~....~.~£S.~.§.~.g.E....Q~§:E.g,~§:n....~1},..:th~...;r.!.2J?~.t..~ Court,District of Montville,State of Connect,icut , All persons having any intere'st,vested'or contingene'(includirig claimants),in the fund now before the Court, with the nature of their interests are: Boyd McCombs--Successor Guardian Mrs.Bertha J.Sava--Natura1 Guardian Veterans Administration--Notice Only 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: (See photo copy of appointment of Boyd McCombs as Successor Guardian and copy of letter from Veterans Administr.ation authorizing filing'of account and distribution of balance to said Boyd McCombs as Successor Guardian attached hereto)" Balance for distribution per account,Principal $:?~..~.~.~.~..9..?.. Income $:::::::::::::::::::::. Additional debits not shown in account: (Indicate whether income or principal) Principal: 8/1/69 Treasurer of United States--Pension through Veterans Administration ~24.00 Additional credits not shown in account: (Indicate whether income or principal) Balance for distribution Total additional debits Total additional credits Principal $??.~.?..~..~.~.~.. $,.4 0.0 . $~.c?!!-.~............................. Income Total $:.:.:.:.:.:.:.:::.. $?..t).z.§..~.§.§.. If the balance for distribution is not in cash,list items held in kind with carrying value designated,and if this is a distribution account,file elections to take in kind for all items so listed: Balance for Distribution consists solely of cash• .. .,._",•.~"~,~,."__"._,,,",,"_.•.,,.·,.,,,,.,,,_,,,.",_O-"~'"'''~~i''·''-~''~''~'''''_·'''''-'-''-'''''......~-,,~--- "'iuW' Certificate of AplJointment of Gunrdian 425A Cleaveland Legal Blank Service,Hartford.Conn... ~tatr of Qtonnrrtirut,55. Probate Court,District of ..J1.~~.t:;.YJJJ~. I,~.~.~!.'.~M..~M..?!'.~.~.~.L..:f~~.g.E!l Judge of said Court,hereby certify that )3.9XP ~~.qQJ1~~was on the J,.J.~D day of .................................................M..?-.~~.b.,.",A.D.19.Q.9..duly appointea by said Court,Guardian of .'v'inc.e.nt...J.ame.s ...Sav.a.,...Da.v.id..Michael..Sava...and...~xxxx.x~JIlXlxbhxx ....~1~.r.l~J.E!n~$g.Y.E?,.l ~i.n.9.I'~..Jn ~.fAi.g D.~.:?t.:r.i.Q.t Q.f...M.9.ntv5-.l1e.,. \ and the said ..__!?~.~~~~.~.?~.~.~____having qualified and given bonds as such Guardian in the sum of ..'r..~.P..tD.q:u,1?f;l,D,9-:':'':'::':'.._~:':'....':':...~Dollars•.$.lO,..QOQ.•.QQ... is duly authorized and empowered to take upon him self the perfol'mance of the duties of the trust of such Guardianship,according to law,as appears by the records of said Court in my said office remaining,and I fUl'ther certify that said appointment is still in force. Court,this ..............M.arch 19,6~ "'..,~..?11..:~. Judge IN WITNESS WHEREOF,I hereunto set my hand and affixed the seal of said .._...ll.tb.........#M,~>~ i <'~<.0' I.\~•~".,",,, .':.~.~-'~..'-J,::-..~::J't:...,;~.,;~~\.~~ ...•~./ ----._--~\#~~_. ~~._M"'M'''''''·!\II..t;r.M'••,.-+-. Include Zip Code in your return address and give veteran's social security number. Show veteran's full name and VA file number on all comspondence.If VA number is unknown,show service numher. (minor) (minor) 311/271 SAVA,Vincent J. SAVA,Vincent J.Jr. SAVA,David Michael IN REPLY REFER TO: YOUR FILE REFERENCE: 1000 LIBERTY AVENUE PITTSBURGH,PA.15222 July 10,1969 .G'~i~:.l:~l:!":l1"i::~~~l ..VETERANS ADMINISTRATION REGIONAL OFFICE Will you please file your final accounts with the Orphans Court of Washington County,Pa.and send us copies thereof?We understand the accounts will be audited in September and after confirmation thereof you will forward the balance for distribution to Mr.McCombs,as successor guardian. Sincerely yours, ~la<f );;>/t4/<?~ MARY M.ZI~RMAN Attorney Dear Mr.Enlow: On June 25,1969 the Chief Attorney of our Regional Office,430 Main Street,Hartford,Connecticut 06103 certified Boyd.L.McCombs,122 Park Ayenue,Uncasville,Connecticut 06382,as guardian'~f the ;;'t"ai:es of your wards,as well as a third minor,Merle J.Sava.You should receive no further Veterans Administration benefits for your wards. Charles E.Enlo'v Assistant Vice President Pittsburgh National Bank Washington Office Washington,PA 15301 OFFICE OF THE CHIEF ATTORNEY •.. .,.,.f'." p\TTSUURtiH tlATlOtlAl BANK \;rs:'l~:SJg"OffiCE·83. t~,'C~'~'fU~~,.:... ¥ PllTSBURGH NATIONRL BANK PITTSBURGH,PENNSYLVANIA 15230 July 23 ~1969 Mr.Boyd L.l1cCombs 122 Park AVenl.10 UncaDvUle"Connecticut Dear Mr.HcCombs: We enclose hero01th copy of First and Final Account of this Bank 8a G~njian of the estate of David Michael Sava,a minor,which Account 'vC have filed to No.852 of 1969 in the Office of the Clerk of tho Orphans'Court of Washington County. This Account "111 be presented to the Orphans t Court of rlashinston County for confirmation on August 25.1969.and u111 aga1n come before the Court for audit during the week beginn1ns September 8,1969. This Account is heine forwarded to you as Successor Guardian of the estOte of D<Jvid t1ichael SaVil. Yours very truly, ~ Chao.E.Enlow Assistant Vice President eEE/balt Enclosure I l1 1 :1 • • "PITTSBURGH NATIONAL BANK WASHINGTON OFFICE WASHINGTON,PENNSYLVANIA 15301 July 23,1969 Mr~o Bertha J.Sava 122 Park Avenue Uncasville,Connecticut 06382 Dear Mrs.Sava: We enclose herewith copy ·of our First and Final Account as Guardian of your son,Vincent James Sava,Jr.,a minor,which Account we have filed to No.851 of 1969 in the Office of the Clerk of the Orphans'Court of Washington County;and copy of our First and Final Account as Guardian of your son,David Michael Sava,a minor,which Account we have filed to No.852 of 1969 in the Office of the Clerk of the Orphans'Court of Washington County. These Accounts will be presented to the Orphans'Court of Washington County for confirmation on Augus t 25,1969,and wiil again come before the Court for audit during the week beginning September 8,1969. Yours very truly, r7 GJ\IJ ...-,':/.ftrv,J---...... .\~-:}.--- Chas.E.Enlow Assistant Vice President CEE/bsk Enclosures PITTSBur.3a Ilfl TWNifhtlK \':f,SIl:;m~:DFFICE·83e1.:.~::i::&TG::.PA.•~ PITTSBURGH NATIONAL BANK PITTSBURGH,PENNSYLVANIA 15230 July 23,1969 Veterans Administration Regional Office 1000 Liberty Avenue Pittsburgh.Pennsylvania 15222 Attention Mary M.Zinnnernutn,Attorney Gentlemen: ke:311/211 SAVA,Vincent J. SAVA,Vincent J••Jr.(minor) SAVA,David Michael (minor) ..: He enclose hereldth S1~orn copy of First and 17inal Account of this Bank .as Guardian of the estate of David 11ichael Sava,a minor,which Account 'Ie have filed to No.852 of 1969 in the Office of the Clerk of the Orphans'Court of lJasbill8ton County. Tbb Account tdll be presented to the Orphans t Court of Wash" ington County for confirmation on Auguot 25,1969,and t1111 anoin come before the Court for audit durll13 tho veek beBinnlns September 8,1969. Yours very truly, .~~ ebas.E.Enlow Assistant Vice President CEE/bslt Enclosure •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 Boyd McCombs,Successor Guardian of Estate of David Michael Sava,a minor-- Entire Balance after costs of audit of this accounting. t COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly §X{,Q.r..Th doth depose and say that the facts set forth in the foregoing petition are true to the best of h.:h.~knowledge and belief. .(?X{,Q.r..Th to and subscribed before me This /.pi.,i.l day of ~.~.l?J;:.~.ml>.~.r.1962 . ·Signature of Officer J:2l..~..~A.~. Title of Officer JiQ.J;:.9.ry f.y.l>J.1~. Office expires l:'.~.P..t".\J.ilt"Y J."l..9..7..3.. MABEL E.RUTAN NOTARY PUBLIC WASHINGTON,WI\3H'NGTON COUNTY.PA. MY COMMISSION EXPIRES FEBRUAR'l 1.1!)73 And your petitioner will ever pray,etc. PITTSBURGH NATIONAL BANK By CA£)~~f)(/.............~~~. Assistant Vice President ~. I • ....'.tc 'rtitton ~ur i\uilit IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ~.~.?of 196...2 . ESTATE OF .P..9.y..iQ M.is;;hiiJ..g.l S..9.Y..iL . Ell .. .................................................................................................................................... minor~tem(~OOX .....<'0en ...............r.t..~~.~p..W;gh N?f~9.g~..L.~.?.!?:!5.~.. m::u -rn "-e~v 11~(I)-,...,.-;1T1 .....~.:r n -~iGUardi:-an ,--······································e·.t.!.',············~~.-"..:;,m:r,.:::::..t'::.~;:;o::;:• Counsel for the ~~ntant llhall subtili:terewith the foIDlwing,if'Pertinent:.. 1.Will or trust instrumen~tested. 2.Inventory.· S.Signed elections of items to be taken .in kind- if distribution account. 4.Stipulation or certificate by minor approving account. S.Praecipe for those represented. 6.Brief-for"any question4 law raised. ..................??~Eg.!"!:9..~Q.~..~.§).!'::E §:E;.~~?..;:.~~.. Counsel for accountant. ~2 • " -- j In t4r arnurt nfarnmmnn JUrns nf lIus4ingtnn arnunty, Jrnnsylnuniu,®rp4nns'arnurt ltittisinn ESTATE OF No.852 of 1969 Da vid Michael Sava,In the matter af the_~F"""i,"",r...!:isw.t'---l<a!..!.nu:d~F-=l~nlS!ll"",l~ a minor..Account of Pi ttsbnrgb Na tione]Bank, Guardian. ADJUDICATION AND DECREE " ") .V $5,352.68 SCHEDULE OF DISTRIBUTION Balance per account _ And now ,19.6..2.-,this matter came on for hearing, audit and distribution at this session and testimony aken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be$~376.6 and the account is accordingly confirmed;and it is ordered, adju ged 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 24.00 Bolonce _$5,376.68 Boyd McCombs.Successor Guardian of the estate of,David Michael Sava,a minor,balance,cash,'5358.68 Deduct Clerk's Costs &Receipts _ At'torney·__-"Pwa~tl:Urb..:o~n~o~,........,:C~e=:,.;i:::.ls~l~e::.ir~&;::.-:E:=:.:·d:::..iwr:.:a;;:,,;ir:..:d:::.:s~_ 18.00 5,358.68~'Idj /ft.9 iJJ $/t~~/~ I ~J-{!<?. No balance () 0 t;"\~Z....P~S .:r ~~c:(\)~0+~3fI)0~. 0 0 ::I:~........(\) "'I60f.... 0+-\....S111/.\.:10 ~J1SI83(j a :r(\)ONi(:l\1/--J Tl3ssn~....=:::t 9Z =m [·N OJ d3S 695!~III g, a3l L:'~~~~(, ~,I .. ,"t I'"'.J' r COMMONWEALTH OF PENN"SYLVANIA COUNTY OF WASHINGTON ~ - SS.: -.,",j I.~ !, Chas.E.Enlow,Trust Officer fo~the·within named accountant,being duly sworn according to law,deposes and says that the foregoing account as stated is true and correct as he verily believes. Sworn and sUbscri~eforeme this Y7'day of'A- 1g:;,1 ~,"'I )/ It:<~~k~./~:)v)/,-x -<-t!~.(~ iRegister WASHINGTON COUNTY,SS.: PITTSBURGH NATIONAL BANK :_-,..,./j •j\fBYC_~-.p J---c.--t".'..~.-l.-~.:::::-... 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,a~evidence by proofs thereof filed to No.("3-6r--l:t CO witnett:hat;ld and official seal this ~'i..!b. day Of~',19(.):' ~~9rt.~~ Register of Wills iI•~~I~r c , ~~I -~I I ,..-"....-I ""'00 ()c)~-I(\)f,,(1)......C c";~' ~...j.).j.)."+>~ F'.'Z meed-0 e Ic:r;.~rl (1)S ......-cd i ~.;~")~C/)H 0 .,1 r:J +> u (J)......'<.i ....... \u·e\~II'X)C~..::l t..'f ~1 --~"I ()~~::3 u c:r;s;::.._..'C:~''~o "~"~Ii:!...<z ,",o .c '.o 'i ~0 <0 +>0 I l.J ~"}o :(\,H e x:',c:r;(',. f.il ~'~E-t (,::s H f.il"..,...+-t~'fE-t -c:r;.j.)00 .H(1 ..r:'r-_.~:t'c:r;l i Z .,.,..OG-l 't10 C ~:;0 E-t .-~0 s:::.-l:;~CJ G-l . U),::r:c:cd.j.)cdO "~~r:~'f.il c.r'0 0 H ..(, ~.1 ~+>e ::s HtH r),"l:(1)\ ()<~-..-I 0 (1)0 nc s::()'7"1~.....c:o .j.).,.~}H c j,.U)~+>C/)~(), )t o c lr:C-:E-t 0 '~~~~Th~to ,~r •.j.),,.,,...-(,I .r,r.-::E-t s::(),••-!+>r-, 0 .',,H J")(1)rl r ~•,f~c:r;Cl ~Z ~~P-l '0 (1)v ~O I t);:..I.e ..c:O .(")'.:(;CJ,~c:r;.j.).j.):---(J "-..J10 f -'--'/''/'.. ~t''''"\1\10:>0".r:>.;.-l').,'--,,):,v --....,-,<'-;,.-'~'('.7,'f .....~)-...-..-'"".. \·01l>:l.S3 13;t{l c-:UO~'l.n~H1S1~';J<i.-J':d'au·pUJ.e'1p "l o::q.sanba.l :':nn.n~3.dSQJ .::~l.InO;)""-;,1 --------------------------- Ali,. -------------- ,. TR-2 REV.9-62 .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.1119 OF 1965 g-£::>...r I <J~1 ESTATE OF DAVID MICHAEL SAVA,A MINOR FIRST AND FINAL ACCOUNT OF PITTSBURGH NRTIONRL BRNK GUARDIAN NO.80652-3 PITTSBURGH,PA. SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY JULY 18,1969 'Receipts Page 2 Amount transferred from Income-Personalty Disbursements Page 3 BALANCE SCHEDULE B $5,479.85 474.08 $5,953 93 601 25 $5,352 68 INCOME -PERSONALTY Receipts Page 4 $ Disbursements Page 4 $340.89 Amount transferred to Principal-Personalty '/7f,()8 -........ for distribution '~477.08~ BALANCE NET BALANCE THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Cash 814 97 814 97 $ $ o 00 5,352 68 . ...-,.. DAVID MICHAEL SAVA TR.2A REV.9-62 SCHEDULE A I PRINCIPAL -PERSONALTY I I RECEIPTS 1965 Aug.17 Inventory filed $4,500 00 I Treasurer of the United States - Veterans Administration Pension - Paid 3/1/66 to 7/15/69 979 85 Assets Acquired Deposits to savings account at Dollar SaVingS Bank - 8/26/5 $4,470.00 4/6/67 350.00 $4,820 00 Cash disbursed to acquire the above assets 4,820 00 0 00 Conversion of Assets Without Gain or Loss 1969 July 10 Proceeds complete withdrawal savings account at DolEar Savings Bank $4,820 00 Carrying value 4,820 00 0 00 $5,479 85'Amount transferred from Income-Personalty for distribution 474 08 $5,953 93 I ! I I I -2- DAVID MICHAEL SAVA TR-2A REV.9-62 DISBURSEMENTS Administrative Expenses 1965 Aug.19 Clerk of Orphans'Court - Filing inventory,certified copy of appointment of Guardian $3 501968 Aug.26 Russell Marino,Clerk of Orphans'Court - Filing petition for maintenance & certified copy of order 1 7526Patrono,Ceisler &Edwards - Services re petition for maintenance allowance 25 00 1969 I July 18 Russell Marino,Clerk of Orphans'Court Div. Filing this Account 14 0018Patrono,Ceisler &Edwards -Attorney's fee 100 00 18 Pittsburgh National Bank - Guardian's compensation 325 00 $469 25 Distribution Payments on behalf of David Michael Sava, a minor: Bertha M.Sava - Maintenance for minor - 2/6/69 and 3/26/69 132 00 $601 25 I -3- --.,", . o •1 •.~.,,~.,•0 DAVID MICHAEL SAVA TR.2A REY..9-62 SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Savings Account Dollar Savings Bank $8143/8/66 and 12/5/67 97 DISBURSEMENTS Bertha Sava - Account income for maintenance - Paid 3/25/66 &12/22/67 $292 00 Guardian's compensation 48 89 $340 89 Amount transferred to Income-Personalty for distribution 474 08 $814 97 I I RO:lmp -~ 1Jn tqt (@rpl1uns'aIourt of Jl!Iusl1ington aIountl1 In the matter of the Audit of Account in Estate Of_D_A_V_I_D_M_I_C_HA__E_L_S_A_V_A l a minor TO THE AUDITING JUDGE: No.852 _----"0:..c:;.F ,19_9_,~~ our guardianEnterappearancefor _ 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. No.852 ,__O_F _6919__,~~. In re Audit of Account in Estate of DAVID MICHAEL SAVA AUDIT 'raeripe fur i\ppearaure FOR Guardian PATRONO,CEISLER AND EDWARDS Attorney ~2 ... J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,'PENNA ORPHANS'COURT DIVISICW -'!" DA VID MICHAEL SA VA, HEARING ON AUDIT THE HONORABLE:P.VINCENT MARINO, President Judge of the said Court. Tuesday,September 9,1969,at 10:00 o'clock A.M.,EDST. No.852 of 1969 ) ) ) ) ), ) )' ) PATRONO,CEISLER AND EDWARDS,ESQS.,of Washington,Penna.,representing the Acc ountant. ESTATE OF IN RE: ~TIME:..." ~uii:....5 APPEARANCES: .J0( ~c :J., 0( z~a minor..J>-IIIz·ZIIIDo io... I:)z~BEF6HE:0(~ 'I Sava,<~l:':-minor..,The 'Guardian is the Pittsbu rgh National Bank and the attorneys are Patrono,Ceisler and Edwards.Mr.Edwards? ,.. iiiII:III...II:~THE COURT: IIIa:...II: :JoU .J« Uii:II.o MR.EDWARDS: Number 852 of 1969,the estate of David Michael If the Court please,I have all the papers necessarv for the audit of this minor's account.The reason for the audit at this time is this minor,along with his brother,who is on the next number,moved to Connecticut and a new successor guardian has beE n appointed there. The proceeds of this trust are obviously frortl,the 2 Veterans Administration.So the Pittsburgh National Bank wants to be discharged here and the money turned over to the new guardian. • THE COURT: diction? MR.EDWARDS: Has a guardian ~been appointed in the other juris- Yes.It's attached to the Audit Petition and a certified.copy and a lett~r of the V.A. ( A UDIT CLOSED) The audit of this accou nt will be ordered c los ed (NO RESPONSE) Is there anyone else in Court interested in this by the Court .. minor's estate'?io~.z xUIc~THE COURT: .,:uitti i5 oJcU i5 ::I.., :t..,.. w ~zc~~THE COURT:zzIIIII.• .. I hereby certify that the proceedings and evidence are containe j a correct transcript of the same. ().~~.'u /~c::jJ~ftjicia[;l Stenographer The foregoing record of the proceedings upon the hearing of vilI:III~oII.~fully and accurately in the notes taken by me on the hearing of theabove l-ll: ::I8 cause,and that this copy is oJc uii: II.o'f -f the above cause is hereby approved and directed to be filed. -"'"'-Ie:' P.J.) ) No ~.~.?of 19.~~. ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ? ) In re Estate of RECEIPT Boyd McCombs,Successor Guardian of the KNOW ALL MEN BY THESE PRESENTS That I,~~.t:a,t:~.9~..:Pa,yi,4.11i,c:4a,~L~a,Y~h ..a,..W~P.9f do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ,..Cv,a,:J::4i,a,p.. .........of the Estate of Pav;i,4.M;i,Gha~L$ava~.a..ro;i,p.q;t;,~ the sum of .fi,Y~'l:4()tls.a,1l4 .'l:4:J::~~..Htlp.4r:E!4:F;L~t:y~E!;Lg4t:..a,p.4..~~aQQ ..($~.,~~~.~q~~ollars,in full payment of the amount awarded me under the decree of the Orphans'Court of Wash- ington County entered ~~Pt:E!Wl:>E!L9...,19 ..q9......,at the above number and year;and I do r by authorize and empower the Register of Wills in and for said county to enter and file,,"n~ (SEAL) 17-934 REV.3-63 "---------------------------------~---~--- :..,i.";... '.c,~,...,"." ;'(,'~~..~,, ,.•,~CJ ~:.'.,I:'. (,.........Co '\,, :.....••••.1_-L ;'"C. r ::~,')rr -.. ... .).~.