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HomeMy WebLinkAboutOC1969-0854 - ESTATE OF WOODY----------------------------------------------......"'"I,I r 'l COMMONWEALTH"OF PENNSYLVANIA COUNTY OF WASHINGTON.. ) )"SS.:- Chas.E.Enlow,Trust Officer for 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 SUbscrlbe;;z;~methis,........".day of J19"' L19 ..cdtJ ~/,'>~~" ,Register WASHINGTON COUNTY,SS.:I PITTSBURGH NATIONAL BANK,- ----\'./}~'IBY'----c~/:~...--':"e~'i,l,1 J---"~ Trust Officer (..c ~01 ~"1 ('00 ,'.(1)..-1 ....lu~05 -1-'-1-' (, ..j.)(~ c z .0 0'1 C co 0 -c-~r-I (I)S ..-I co-..l!l I Q UlH 0 r~-",-I-',\: ()(1)..-1 ..-I c('rt....:l I",G-t G-t c_--',n l _','J",~-"..~(, ~/..I··C G-t 0\",:0---i.)f"',..J "-~lkt ~--S o .."0 .'.0\;c<)0'1 0 -1-'0 I ",.'J ..o ,,. r-I H <X ',.. \.,0 I >l C ~,:\rw8~H W ~.. 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TR-2 REV.9-62 g~~'i/7~/ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF LINDA KAY WOODY,A MINOR FIRST AND FINAL ACCOUNT OF PITTSBURGH NRTIONAL BANK GUARDIAN NO.80278-1 PITTSBURGH,PA.JULY 17,1969 S UMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Page 2 $5,361.25 Amount transferred from Income-Personalty 1,683.28 $7,044 53 Disbursements Page 3 1,234 50 Balance $5,810 03 SCHEDULE B INCOME -PERSONALTY Receipts Page 4 $1,790 73 Disbursements Page 4 $107.45 Amount transferred to Principal-Personalty 1,683.28 1,790 73 Balance 0 00 $INETBALANCE5,810103 THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Cash $5,810 03 LINDA KAY WOODY TR.2A REV.9-62 I SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Inventory filed $3,071 25 Treasurer of the United States - Veterans Administration Pension - 7/13/64 to 7/15/69 2,290 00 1956 Assets Purchased and Acquired Apr.16 $4,000 Bonds United States Savings Series E due 12/1/65 at 75 $3,000 00 Deposits to savings account at Dollar savin~s Bank - 7/15/0 $3,250.00 3/10/66 800.00 7/24/67 400.00 4/22/68 325.00 4,775 00 $7,775 00 I Cash disbursed to purchase the above assets 7,775 00 0 00 Conversion of Assets Without Gain or Loss 1960 July 19 Proceeds redemption $4,000 Bonds United States Savings Series E due 12/1/65 at 82.24 3,000.00 $ICarryingvalue3,000.00 0 00 Withdrawal in full savings account at Dollar Savings Bank 8/25/66 600.00 6/1/69 4,,175.00 I~·,775.00Carryingvalue4,775.00 0 00 0 00 , I $5,361 25AmounttransferredfromIncome-Personalty for investment and distribution 1,683 28 $7,044 53 -2- ------------------------ ,- LINDA KAY WOODY TR-2A REV.9-62 DISBURSEMENTS 1966 Aug. 1969 July 1966 Aug. Administrative Expenses Clerk of Orphans'Court - Filing inventory and certification of appointment -4/9/56 and 2/3/66 19 McCreight,Marriner and McCreight - Services in re petition for allowance, filing petition and certification of order 17 Russell Marino,Clerk of Orphans'Court Division - Filing this Account 17 McCreight,Marriner and McCreight - Attorney's fees 17 Pittsburgh National Bank - Guardian's compensation Distribution Payments on behalf of Linda Kay Woody: 19 Kathryn Woody - Educational expenses of minor $2 00 53 50 14 00 100 00 315 00 $484 50 750 00 l• -3- $1,234 50 LINDA KAY WOODY TR.2A REV.9-62 SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Bonds United States Savings,Series E$4,000 -to '7/7/60 .$289 60 Interest -Savings Account Dollar Savings Bank to 6/1/69 1.501 13 $1,790 73 DISBURSEMENTS Guardian's compensation $107 45 Amount transferred to Principal-Personalty for investraentand distribution 1,683 28 $1,790 73, I RO:lmp -4- In the matter of the Audit of Account in J Estate o'l:..f__L=i=n:.:d:=a:......:Ka:.:="ylL-..:.:W..::o;.;:o;.;:d::.oyL....------1 TO THE AUDITING JUDGE: No.845 of t::o___~=--..........,19~A.A.. Enter·o_u_r -..;ll.ppeo.rance for_-=a:.;:c:.;:c:.;:o:.;U:.:·n::.t.:.a=n:.:t~,--::.p...:i:.:t:..:t:.::s;:.:b~u:::r:.;gt:Lh="';.JN.=a~t~i:.::o~n~a~J~.'....~w:..~n~ek:.L' N.B.-Counsel shall,by separate p.resent 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.. ,- Form for Guardian or Trustee Jrtition ~ur 1\Ullit 1Jn wqr (@rpqans·<tInurt nf lIasqtngtnn aInunt!} Estate of..~.~.~~.~~~Y.~~~~Y.:. ~.. Date of tt:Ust .March 19 1956orguardlanshlp~. If there have been former accounts filed in this estate,list: Filed at No ~:?~of 1962.. Place o~record N 100 f 1956 a Cofappolntment?.~9.~~.. Reason for filing this account...¥.gE~~E ~~.~9E P..~.~.~~~.!Y..~.~E.~~.~~8.~~~:!.~!?:~!?.~~2~2 . All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: Linda Kay Woody,former minor--Entire Interest Veterans Administration-~NoticeOnly 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 " Balance for distribution per account,Principal $.?.2.?.19.~.Q~.. Additional debits not shown in account: (Indicate whether income or principal) Principal Treasurer of United States--Veterans Administration Pension Income $:.:.:.:.:.::::.:.. $40.00 Total additional debits Additional credits not shown in account: (Indicate whether income or principal) Principal .Pittsburgh National Bank--Compensation Total additional credits $(j..Q•.QQ . $2~40 $3..~.~0....................................... Balance for distribution Principal $:?1..?~.?..~..9.1 .. 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. ~ \. PlTTSBUR~1l t1~nom BAlIK \'.'AS,l::GTJll miCE·83 •:;.\Sll'~:Gl.:l,tA.•~ PITTSBURGH NATIONAL BANK PITTSBURGH',PENNSYLVANIA 15230. 4.' July 23 1 '1969 Veterans Administration Regional Office 1000 Liberty Avenue Pittsburgh,Pennsylvania 15222 Attention Daniel J.Parent,Chief Attorney Gentlemen: Re:311/272 XC 17 884 803 t-iOODY,"lalter R. \-looDY,Linda Kay He encloso herewith S'\lorn copy of Firat nnd Final Account of thin Bam~as Guardian of the entate of Linda l<ay Woody,a minot,which Account we have filed to No.854 of 1969 in the Office of theClerlt of the Orphans·Court of Hashington County. This Account '\-1111 be presented to the Orphans'Court of ,Washington County for confirmation on August 25,1969,and will again come before the Court for audit during the week beglnnins September 8,1969. Yaura very truly, Chss.E.Enlat:1 Assistant Vice President CEE/bsk Enclosure Estate of )In the Orphans'Court of ) LINDA KAY WOODY,)Washington County,Pennsylvania ) A Minor )No.854 of 1969 DECLARATION AND REQUEST FOR CONFIRMATION OF ACCOUNT I,the undersigned,LINDA KAY WOODY,do hereby certify that I was born June 17,1948,and became twenty-one years of age June 17,1969;that I have examined the account of Pittsburgh National Bank,my Guardian,and I am satisfied therewith,and hereby request its confirmation by the Court. I hereby further certify that I am a citizen of the United States of America. ,1969. WITNESS: '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: To Linda Kay Woody~former minor--Entire balance~after costs of audit of this accounting (See Stipulation of former minor attached hereto) - • COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly sRR.t.n doth depose and say that the facts set forth in the foregoing petition are true to the best of hia knowledge and belief. .~.:?9.EP:to and subscribed before me This d?'k day of ~.~p..~~~!?~E 196.?... Signature of Officer ~~.A~. Title of Officer ~9..~~E:y.~:t:!?J.~~. Office expires ¥.~!?E).!.~EY.J.?..).~.?.}: . .MABEL E.RUTAN NOTARY PUBLIC WASHINGTON,WASHINGTON COUNTY.pA. MY COMMISSION EXPIRES FEBRUARY I,1973 And your petitioner will ever pray,etc. PITTSBURGH NATIONAL BANK .l?y.~~...Assistant'Vice President •~ '" .... 'rtitinu ~ur !\u~it IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ?:?.4.of 196 2 . ESTATE OF LJn9:.a Kg.y.WQ.Q4y .. m:K... ...............................................................................................................;.minor-x«~~~:k ......Cl"" ................f..i.t.t.s.D.J.U;:~:!l Na.t.i.Q1;,a.l B.ank .. ,."('.I)C)~tl'1C;;(n \)~-;el )I t' ..."rtl d ·'-_Gu'ar ~an:.•............................•.......••...•••.::.i:-:::.•...•........v.\'1••••••.•••••••••~••...••.••••...••• C-,..I.....q..;-~ _.I:>-0 ,......::E3J -;-I.j;.Counsel for the acEougtant sliall subnp.t...h.l!rewlth thefol~g,if ewrtinent:'--J 1.Will or trust instrument~tested. 2.Inventory.W 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. ....!:!.:~~.~.~~.~.~.?!:!.~.~.~.~?..~E ~~~g.~~.~~.~.~.. Counsel for accountant. ~2 ~~~~~~~-_._---_..._--_._----_..- In t4e Qtnmt nf Qtnmmnn 'leus nf lIus4ingtnn Qtnunty, Jennsyluuuia,®rp4uns'Qtnurt ltiuiswn j ESTATE OF Linda Kay Woody, No._~8::...5=4~of~1:..L9=6.J!-9 _ In the matter ofthe First and Final a minor.Account of Pittsburgh National Bank, Guardian. ADJUDICATION AND DECREE And now September /I ,19iL9-,this matter come on for hearing, audit and distribution at this session and testimony token;and thereupon,upon due consideration the~eafJhe6balancefor distribution in rthe hands of the Accountant is determined to be $2.,C3!::t:7.3 and the account is accord ingIy 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 port 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 Balancec--_ Deduct Clerk's Costs &Receipts 1 Attorney ---'M~L~cC~r~e.:::.iQ,g~h~t..L,_M=a.::.r.::.ro=.in~e.::.r_&~M~c.=.C.::.r~eo=.iQgh~t__1 Linda Kay Woody,balance,cash, 40.00 2.40 18.00 5829.63 No ba.lance (. t ~ 0."~ .JJ I :J z ty n •-+P """t 0 :r §, c CD 31( m :s 3 0 0+ _t ...0 ~ ~ ... t STil;.\jJ ~J1Sm3t1 ~ ... O;,;\b'1~l TElSS!H.l ...... 0 St ." N := :r-(I) g£:£\~d S"L &1869t ~:=ty Gll\)!1-.'.1_J ~ .~ -~ . •,#,-"-, rI ,. J ·....J IN THE COURT OF COMMON PLEAS OF WASHINGTON CO~UNTY,PEN ORPHANS'COURT DIVISION J IN RE: HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO, President Judge of the said Court. e :5z0(>..J>-IIIZZIII II. i0I-CI Z :rIII0(-,.-!~.. ESTATE OF LINDA KAY WOODY, a minor. BEFORE: ) ) ) ) ) ) ) No.854 of 1969 • .:......~APPEARANCES: IiiCi ..J0(oo~TIME: :t~"('4 McCREIGHT,MARRINER &McCREIGHT,ESQS., of Washington,Penna.,representing the Accounta t. Thursday,September 11,1969,at 10:00 o'clock A.M.,EDST. a minor.The Guardian is the Pittsburgh National Bank and the Mr.John Number 854 of 1969,the estate of Linda Kay Wood, McCreight? I attorneys are McCreigli,Marriner and ,McCreight. iii II:~THE COURT:II:oII.III II: I-0: :JoU ..J0( ui&:l&.o MR.McCREIGHT:May it please the Cou.rt,I have the necessary pape s here.There are no complications.This,again,is a case of a min r coming of age,and we have here Delcaration and Request for Con- firmation by the minor. THE COURT:Is there anyone else in Cou.rt int'erested in this minor's estate? \ ~,2 THE COURT:The audit of this account is ordered dos ed by the Court. • (A UDIT CLOSED ) The foregoins record of the proceedingl;J I ,. .,. 1z~..l~~ ZtIIt. i~,0~·,'z ~~'i_'VI ~"'~ '"-;13 '"it-I-~-111ij ..l0(,~\'g "I %5 Ii0::,~I hereby certify that tbtl proc~~(Un~and evidence are contain oIt.~fully and accurately in the notes taken by nl~on .the hearing of the 'above ~:;]8 cause.and that this copy is a correct troU9crlpt of the saine . ..l0( Uii:Il.o .. ,t above cause is hereby approved and directed to be filed. I I 1 • • --!... -------H--~- RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS,That I,LINDA KAY WOODY,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 Five Thousand Eight Hundred Twenty-nine and 63/100 ($5,829.63) Dollars,being the amount awarded me at No.854 of 1969 of the Orphans' '--m -Court of Washington County,Pennsylvania,in full satisfaction and payment of all claims which I have,or might have,against my said guardian,and of 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 guardian- ship,and of and from all actions,suits,payments,reckonings,claims and demands whatsoever,for or by reason thereof. ,A.Do,1969.day IN WITNESS WHEREOF, of .~:c~~7 I have hereunto set my hand this dig WITNESS: (SEA:Q