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Home My WebLink AboutOC1969-0856 - ESTATE OF SHIRKJ ~u tqt aLum uf Q!ummuu 'ltu1i uf mU1iqiug1nu aLnumy. Jtuu1iyluuuiu.(@rpquu1i'aLunrt llini.ainu ESTATE OF No._~85.,I.J.6~Qu.f---r..1-.L:96w...9.L..-_ William E.Shirk,formerly William E.Mitchell, In the matter of the First and Final Account of Pittsburgh National Bank, a mipor.Gllard j an. SCHEDULE OF DISTRIBUTION ADJUDICATION AND DECREE And now September /~-,lc;6~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the bal~cf<e for distribution in 'the hands of the Accountant is determined to be $10,9.00 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._~')/<,4 ,70~ "/.G .,/'-~ .~., Balance per account_--'--_$11£"h.o~.92 Additional debit asked at audit, Additional credit asked at audit, Balance _ Deduct Clerk's Costs &Receipts _ At'torney ~T3:.11l~o:.lo:io:.l.:lm~,--=B:.IoJ.loOQ'-lloQ:o.Iom...,.....,\,IR~Ql.iOlSUOle~nUolhl,J;;je ..r~g,......u.&..........Bl.l,]...QI.loIQLI.Iomleo.l $10,559,00 P&.l r.''0 -~-;"5-(., 29.00 e.QALtL /1f..~f!1J.d.(.. ( 10,530.00 William E.Shirk,formerly William E.Mitchell, balance,cash,0530.00 No balance 1 "r ~( ( r (S :£1M Sf d3S 6581 "01 r -' - r ~r :J Z0 ~p.... '8 ::r~CDc:3:J~0+a(I) 0a....CD... 0.... :f-CD RECEIPT AND RELEASE KNOW ALL MEN BY THESE PRESENTS,That I,WILLIAM E.SHIRK,(formerly WILLIAM E.MITCHELL),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 Ten Thousand Five Hundred Thirty and no/lOO ($10,530.00)Dollars,being the amount awarded me at No.856 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 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 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 /2 day of 6e.n'E.4J\'B E:~\~.D.,1969. WITNESS: J TR-2 REV.9-62 fJ)!o ~/r fo / IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF WILLIAM E.SHIRK, FORMERLY WILLIAM E.MITCHELL,A MINOR FIRST AND FINAL ACCOUNT OF PITTSBURGH NRTIONRL BRNK GUARDIAN NO.80258-7 PITTSBURGH,PA.JULY 18,1969 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 3 &4 $12,398.52 Amount transferred from Income-Personalty 4,596.44 $16,994 96 Disbursements Page 5 2,590 04 Bala,'1.ce $14,404 92 SCHEDULE B INCOME -PERSONALTY I Receipts Page 6 $4,923 93 Disbursements Page 6 $327.49 Amount transferred to IPrincipal-Personalty for investment &distribution 4,596.44 4,923 93 Balance 0 00 NET BALANCE $14,4041 92 I \ --- -., ~ WILLIAM E.SHIRK, FORMERLY WILLIAM E.MITCHELL TR.2A REV.9·62 THE BALANCE CONSISTS OF THE FOLLOWING: IPRINCIPAL-PERSONALTY Common Trust Funds 'Common Trust Fund Discretionary Invest- $13,983mentsofPittsburghNationalBank 90 I1,590 units Cash 421 02 $14,404 92 I I I -2- .. WILLIAM E.SHIRK, FORMERLY WILLIAM E.MITCHELL TR.2A REV.9-62 SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS 1954 $July 19 Inventory filed 328 30 Additional Assets Treasurer of the United States - Veterans Administration - Death compensation - Paid 7/2/54 to 10/11/66 $10,509.20 Veterans Administration - Training allowance - Paid 9/19/66 to 6/6/67 1,057.33 $11,566 53 Commonwealth of Pennsylvania - Korean Conflict Veterans Benefits - Paid 6/8/60 500 00 12,066 53 Assets Purchased and Acquired ICommonTrustFundDiscretionaryInvestments formerly Legal,formerly B of Pittsburgh National Bank,formerly Peoples First National Bank &Trust Company - 10/24/54 53 units 576.054/25/55 35 units 396.66 10/25/55 30 units 338.454/26/56 38 units 438.4410/29/56 38 units 427.02 4/25/57 39 units 428.68 10/25/57 46 units 472.26 4/28/58 38 units 421.85 4/27/59 74 units 885.862/3/60 65 units 75~·.479/2/60 .9909 unit 12.0812/6/60 118 units 1,422.099/20/61 53 units 682.21 5/28/62 64 units 818.2712/5/62 42 units 531.18 5/24/63 39 units 521.519/11/63 27 units 365.5711/29/63 17 units 227.41 I 3/2/64 33 units 451.27 5/27/64 17 units 235.599/4/64 13 units 183.0611/25/64 13 units 188.62 2/25/65 36 units 522.02 8/9/65 59 units 591.942/9/66 68 units 695.088/10/67 90 units 898.17 $5/9/68 52 units 498.09 13,983 90 Amounts forwarded $13,983 90 $12,394 83 -3- WILLIAM E.SHIRK, FORMERLY WILLIAM E.MITCHELL TR-2A REV.9-62 $13,983 $12,394 83Amountsforwarded90 Cash disbursed to purchase the above assets 13,983 90 0 00 Gain on Conversion of Assets 1965 May 6 1,321 units Cornmon Trust Fund Discretionary Investments of Pittsburgh National I Bank $11,300.62 Cash in lieu of .35 unit 3.69 11,304.31 Received in exchange for 925 units Cornmon Trust Fund Legal Investments of Pitts- burgh National Bank 11,300.62 69Carryingvalue3 Conversion of Assets ~'Jithout Gain or Loss 1960 452.0091 units Cornmon Trust Fund LegalSept.2 Investments of Pittsburgh National Bank 5,139.74Receivedinexchangefor 456 units Cornmon Trust Fund B of Pittsburgh National . Bank Carrying value 5,139.74 0 00 I $12,398 52 Amount transferred from Income-Personalty for investment and distribution 4,596 44 $16,994 96 -4- WILLIAM E.SHIRK, FORMERLY WILLIAM E.MITCHELL TR-2A REV.9-62 DISBURSEMENTS 18 18 1966 May 31 1969 July 18 1954 July 1955 May 1960 Mar. Administrative Expenses Clerk of Orphans'Court - Filing inventory,guardian appointment and petition for allowance - 7/1/54 to 5/31/66 1 Bloom,Bloom and Yard - Petition for allowance 3 Pittsburgh National Bank - Cost for telegram to Hawaii Trust Co. Honolulu 4 Bureau of Vital Statistics - 1 birth certificate Bloom, Bloom,Rosenberg and Bloom - Petition for allowance Russell Marino,Clerk of Orphans'Court Division - Filing this Account Bloom,Bloom,Rosenberg and Bloom - Attorney's fee Pittsburgh National Bank - Guardian's compensation Distribution William E.Shirk - Educational expenses -9/9/66 Duquesne University - Tuition expenses -9/13/66 &1/16/67 $ $ 5 50 15 00 12 54 1 00 25 00 16 00 340 00 675 00 $ 200 00 1,300 00 1,090 04 1,500 00 -5- $2,590 04 WILLIAM E.SHIRK, FORMERLY WILLIAM E.MITCHELL TR-2A REV.9-62 SCHEDULE B INCOME -PERSONALTY RECEIPTS Income -Common Trust Funds Common Trust Fund Discretionary Invest- ments,formerly Legal,formerly B of Pittsburgh National Bank,formerly Peoples First National Bank &Trust Co.53 units -1/24/55 and 4/21/55 $10 6088.units -7/22/55 and 10/21/55 16 72 I 118 units -1/23/56 and 4/24/56 25 96 I156units-7/23/56 and 10/24/56 31 20194units-1/24/57 and 4/24/57 40 74233units-7/23/57 and 10/25/57 46 60279units-1/23/58 and 4/25/58 64 17317units-7/24/58 to 4/23/59 136 31391units-7/23/59 to 1/29/60 129 03456units-7/26/60 to 4/27/60 172 70453units-11/21/60 45 27571units-2/21/61 to 9/8/61 226 60624units-11/24/61 to 5/25/62 220 40688units-9/7/62 and 11/27/62 181 48730units-2/26/63 and 5/20/63 182 78769units-9/5/63 114 54796units-11/22/63 94 16813units-2/24/64 109 45846units-5/22/64 110 85863units-9/2/64 124 32876units-10/27/64 and 11/23/64 125 81899units-2/25/65 118 18925units-5/4/65 96 121,321 units -8/4/65 121 661,380 units -11/3/65 and 2/3/66 280 361,448 units -5/6/66 to 8/7/67 862 3!+1,538 units -11/7/67 to 5/7/68 521 351,590 units -8/6/68 to 5/5/69 714 23 $4,923 93 DISBURSEMENTS Accrued income on purchase of securities - $Paid 10/22/54 to 2/3/60 28 721965-69 County personal property tax - Paid 7/1/65 to 6/10/69 8 35Guardian's compensation 290 42 $327 49 Amount transferred to Principal-Personalty 4.596 44forinvestmentanddistribution $4,923 93 RO:lmp -6- .'/' ~ .. COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ~SS.: ,~ I Chas.E.Enlow,Trust Officer for the within named accountant,being duly I·sworn according to law,deposes and says that the foregoing account as stated is true and correct as he verily believes. Sworn and sUbscribe~efore me this r -y day of <<f<;,<~ L9 ,-'), ~./'/1 I-.~~J~..{'/b -~.'~/~-'o!~ PITTSBURGH NATIONAL BANK ~~,/;---'_'--i h /'.'BY [_...H ....J it...../..j.-\...~ Trust Officer Register 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 bX proofs thereof filed to No.b3-b9-toC' witnes!my hand and official seal this ';;'.c:;-...it:. day of 1.LU}"LL,?::k-,19.~ ~i\Il'YJt .~rl~'<)L.UjtU}\..Q Register of Wills "~) rI~~~·1 t""~,.. ,..,,~"~I.]. >~~-c ~ 1---,--cd<c... ..Z ('~~I r ~~l rii c;...c"C ""-~ ·,f.-,-,~,.:J t7- , ,"0 c~ .-tv"' ~~<c ....:I.f t ~'~.(;1 n'(j c.>i' (U c:J:~~. ~>c.>rL<:>•·.-.u ~".•j ...,c:J: Ii:.oc..:'.< (.J ..0'1 0 ~.'H .'(J ,H , ~,,[."I 8 (..""(1 r',0 <::L I '-'r " ril ,....... <c.c:J: c l ~I i .~8 I {~(:.-Z C •~, rCJ Ie'.:0 c:J::,L coO ~rb 8 t'.,::c:c (j .'a>1,1 I;~~~(J) 0 H~c '.,I.C ,. a>o ril .,.P::-t·0 H ". "·.,-:::>~,~.)~..J 0 I .,<.. fI)~.-, \- I ~~,~ I ,C • I (J)on H ..(J (;~.:~~ I r ~L ~ 0[,8 C bOa>:+~~.~.:e r '~ C, 0 c,8 Q)~(),n r P::O .,,I H '0 0:~.~... 0 I ,.~s::H l C r(:I Z • c:J:tIl ·.· Il _ ---- .. i " fne Court is r[spec~fully req~eatea t J determine proper.distribution in this estate"( ....,-'•~-J'}-l l'_"-L""....i,t ~I."..,,~'.1,..-__J'~p'_'r •• "COtc>:;,.,-s1 for Acooun":.ant !......A ii·', 1;-'.- ------------------------------:-----------I. " 1Jntqr ®rpqUtt5 9 OIourt of mU5qittgton Qlountty In the matter or the Audit or Account in Estate or WILLIAM E.SHIB.K (formerlY William E.Mitchell) TO THE AUnITI::--iG JCDGE: No.856 9 f=--=1=9=6=9 .19__•A.A. Enter OUr ._appearance for -_.-------- Pittsburgh National Bank,Guardian ------_.._--BLOOM,BLOOM,ROSENBERG &BLOOM---.--------~-;(j-2t~ 12th day oC Septemb~_=r ,19~ N.B.-('fHlnSt'l ,;h<111.hy sf'p,lrat('prlpr.r,prpgplll a rOll'-'i~p stntf'mf'llt of each claim,with SlI[lportint;r;:t!,'lilatio'1 of allY intprr,'t c1:linlpd.Objl.'ctiOlls to all arl'ount as fill'd,sh:111 h'rOllri,,"ly stater!ill :l sf'p:nat"papf:r. Counril su::g"Still:!proppr d'strihu:i'ln ,;hnl!{ik n.S('p~1 ratl~(,ollcisf'state- ment in thnt regard. ........ Form for Guardian or Trustee 'ttition ~ur Auliit lIn wqr (@rpqun!l~<!Tnurt nf lIu!lqingtnn <!Tnunty Estate of Y.{.~.U.~.~§.·~~E.~.~.~. ...............(;£2E~~EJ:¥.}i!.nJg~§.~M;~.t~h.~.U.L .. ~. Date of tx:ust .Ma 21 1954orguardlanshlpy.~.. If there have been former accounts filed in this estate,list: None filed Filed at No §.:?§of 196.~.. .. Place of record of appointment...~2~~.~.Q 2.L.+.~:??,!;9..:g;:.. Reason for filing this account....¥.2E~~E ~!g2E P.~.<;;~.~?L.y.~9;E§2.Lgg~Qg .;ry.g.~?.§.a..).9..§.9... All persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: William E.Shirk--former minor--Entire Interest 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: None ,. '.\ I Balance for distribution per account,Principal $H.,A.Q~.!..~.?. Additional debits not shown in account: (Indicate whether income or principal) Principal Profit on Redemption of 1590 units Common Trust Fund Discretionary Investments of Pittsburgh National Bank Redemption Value $14,099.53 Cost 13,983.90 Income Income on above units to July 31,1969 Income $:.:.:.:.:.:.:.:.:.. $115.63 191.73 Total additional debits Additional credits not shown in account: (Indicate whether income or principal) Principal Internal Revenue Service--Ba1ance 1968 Individual Income Tax William E.Shirk--Advance Distribution (See Receipt attached) Income Pittsburgh National Bank--Compensation Total additional credits $}97•36......................................... $141.78 4,000.00 11.50 $4".1~J..,.~§. Balance for distribution Principal $.lQ.:J..1Z.§.,..Z.Z .. Income Total $l.§.Q.".f..~. $..!g.1..??..~.~gg . 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. ~,")~•II.... AND NOW,this 1st day of August,1969,I,WILLIAM E.SHIRK,hereby acknowledge to have received of and from Pittsburgh National Bank the sum of FOUR THOUSAND AND NO/100 ($4,000.00)DOLLARS,being an advance distri- bution on account of funds ultimately due me from my Guardian Account,and hereby authorize said Pittsburgh National Bank to take credit for said advance distribution to me in their Petition for the Audit of their First and Final Account as Guardian of my funds,which Account was filed to No.856 in the Court of Common Pleas (Orphans'Court Division)of the County of Washington. I PITTSBUR~1l I;AT;~NAt enNK WASI:INGTON ~HlCE -83eWWm;GTOH,PA.• ~ PITTSBURGH NATIONAL BANK PITTSBURGH,PENNSYLVANIA 15230 July 23,1969 Veterans Administration Regional Office 1000 Liberty Avenuo Pittsburgh.Pennsylvania 15222 Attention Daniel J.Parent,Chief Attorney Gentlemen: Re:311/272 XC 12 537 687 MITCHEIJ..,Wll11mn L. SHIRK,11111iam E. t-le enclose herC\lith atTorn copy of First and Final Account of this Dank as Guardian of the estate of William E.Shirk. formerly WilHam E.11itchell,a minor.which Account we have filed to No.856 of 1969 in the Office of the Clerk of the Orphans f Court of Uashinston.County. This Account tV'ill be presented to the Orphans t Court of Wanhit13.. ton County for cotU!lrma.t1on on August 25.1969,and will again come before the Court for audit during the week beginning September 8,1969.," Yours very trulyJ Chea.E.Enlow Assistant Vice Pres!dent eEn/bsk Enclosure Estate of ) ) WILLIAM E.SHIRK,) (formerly WILLIAM E.MITCHELL)) ) A Minor ) • In the Orphans'Court of Washington County,Pennsylvania No.856 of 1969 DECLARATION AND REQUEST FOR CONFIRMATION OF ACCOUNT I,the undersigned,WILLIAM E.SHIRK (formerly WILLIAM E. MITCHELL),do hereby certify that I was born June 26,1948,and became twenty-one years of age June 26,1969;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. 7/1 Witness my hand this ;2.1 day of _--::l.:JEII!...~O":"/-J7r....-----_,1969. William E.Shirk WITNESS: '/10 • 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 William E.Shirk,former minor--Entire Balance,after costs of audit of this accounting (See Stipulation of former minor attached hereto) ;, (, t,· COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly §.'W,Q];.];L doth depose and say that the facts set forth in the foregoing Petition are true to the best of..b.is knowledge and belief. .~.'W,Q!:~L to and subscribed before me This 2.d day of Jt~p..t~mJ?.~I 196.9... Signature of Officer.~~./....Ck~.. Title of Officer NQt.s!y.J~MJ?.l.:j,.~.. Office expires f.gJ.1x:Msh:Y...J."19..7..3 .. ./MADEr £,RUTAN NOTARY PUBLIC WIl!\H(~eTor;.I'IASH'W~I::1 COUNTY,PA, MV COMMI:>SION EXPIRE,:,h.~hlt,;RY 1,1973 And your petitioner will ever pray,etc. PITTSBURGH NATIONAL BANK l?y.~~.Assistant Vice President 1. 2. S. ..... .' f, 'rtitinn ~ur l\u~it IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No ~.~§:of 196 9.. ESTATE OF William E.Shirk................................................................................................... .......................(;.9..E~~.;-..~y.....Y!~.~..~.~.~~...E;..~.....~.~.~.h.~J.!) ~. ·······························-;;;·i;;-~~~~~k·············. ............g.!.~.~~.~~Egh N.~~J:.9.g~.L.~~.g~. ...... f.,~:!.........................................g~~.:..~l~~. ~~Ci)•.........1'T'l~~-0 -:T1Counselforthlf'°ae.countant shall submit herewith the rfilllliwingHf'pertin'eiit:::Cr-.U1 r- 0 ........Will or trl!St~strum~t-attest~d.n Inventory.::;::::u :::s:I I Signed el~iijiJ.s of items to ~aken in kind- if distribu1(iqPaccounW 4.Stipulation or certi.ficate by minor approving account..lfI 5.Praecipe for those r<:;gresented. 6.Brief-for any question of law raised. ........~J9..Q~.,JU.9..9.m.2 RQ§.§n!?.~.r..g,~.)u·.9..9.-m . Counsel for accountant. ~2 ~ 41 • J I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ! I ORPHANS'COURT DIVISION Bank and the attorneys are Bloom,Bloom,Rosenberg and Bloom. forme.rly Mitchell,a minor.The Guardian is the Pittsburgh Nationa HEARING ON AUDIT No.856 of 1969 ) ) ) ) ) ) ) ) ) Number 856 of 1969,the estate of William E.Shirl, Friday,September 12,1969,at 10:00 o'clock A.M.,EDST. BLOOM, BLOOM,ROSENBERG &BLOOM,ESQS. of Washington,Penna.,representing the Accountan . THE HONORABLE P.VINCENT MARINO, President Judge of the said C<?urt . Mr.Gladden? WILLIA ME.SHIRK, ESTATE OF IN RE: ..:uitIii~APPEARANCES: :!:u o :J... J:..r- III TIME: iii0:IIII-0:oQ, ~THE COURT: I-0: :JoU .J ~ u ii:...o ~z~formerly MITCHELL, .J>-III~a minor. IIIQ, 'ioI-elZ :z:III ;:BEFORE: "I MR.GLADDEN:If the Court please,William E.Shirk became 21 on June 26,1969.The guardian estate consists solely of cash. There is attached to the petition a receipt dated August 1,1969, wherein the guardian bank advanced the sum of $4,000.00 to the former minor.The balance of the estate,however,is still held 2 in the guardian account and will be dis posed of by order of this Court "There are no claims or other quest ions,Your Honor. THE COURT:We are wondering where the name Mitchell came ! 'f~from.If this was a girl,I could easily",see. •MR.GLADDEN:I would imagine maybe this was a son of a Veteran anyone else in Court interested in this minor's estate? that since it's listed this way.We were just curious about it. whose mother remarried and possibly was adopted,I don't know. We won't go into (NO RESPONSE) There could be an adoption. « z 0(~THE COURT: zz1&1II. i.oI-elZ...x UI.0(.~ 't• t-=~THE COURT: l-UI Q...Court. 0(oo::J., :I:..,.. N The audit of this account is ordered closed by the (AUDIT CLOSED) above cause is hereby approved and directed to be filed. I hereby certify that the proceedings and evidence are containe a cause,and that this copy is a correct transcript of the same. ()0>Cp1 AMi i4~•s}.k.x~d-- .Off'1ia1 etenograPhe r .. The foregoing record of the Mceedings upon the hearing of th 8 , I• iiill:1&1 l-ll:o::;fully and accurately in the notes taken by me on the hearing of the above 0:: l-ll: ::JoU... 0( uii:...o - 1 P.J./ iL-~__:......_~_