HomeMy WebLinkAboutOC1969-0859 - ESTATE OF NICKESON...
/
Form for Guardian or Trustee
Jttitinn .~ur 1\u~it
11n wl1r (@rpl1un5~QIuurt of lIusl1tngtun aluunty
Estate of...~.~~E.~..~.?.9.E...:!:E.~.i?,.!~.~...~P.:st~.r....w:~n ..Qf
.......AJ..<?P.:?ig :w.r..J:·hS;.~~..§.Qn,Jd..~.~.e.iHi.e.d ..
For ~.~.~..i?,.~.~~.~.~.r...~.!...
Filed at No §.~.9.of 196.9...
Fiduciary.......M.~.U9.n N9:1.iQn9:1...:6.~nk ..9-.nd r..r.J.l.s.t .
......~..~.~.l?~~.y..~?.~.~.~.~.~..~.~.!.I.!..~~.!.~.~.
Place o~record #144,Ma Term 1950ofappolntment.Y.~..
Dateoftt;Ist.January 22,1951ox~rdi:ast151iUp .
If there have been former accounts
filed in this estate,list:Account filed by former Trustee,Bank of Charleroi and Trust Company,
to No.144,May term,1950,and First and Partial Account filed by current Trustee to
No.1368 of 1968
Reason for filing this account..D.e.~1h Qf..liff:tf:.n9-.u.t.."6.f:.s.s.i.e Ka.me.r..e.r Ap.r.il...U l.9..6.9 .
All persons having any interest,vested or .contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Janice Nickeson Plasman Remainderman
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 proble:m:s requiring adjudication by the Court or difficulties that must be met in distribution:
Not Applicable
.'
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
Inc orne -Per s onalty:
Commercial Credit Co:Interest 7/9/69 thru 7/31/69
G.M.A.C.:Interest 7/10/69 thru 7/31/69
Principal $8.•..Q.5.J.9..1 .
Income $9..2.,..~.~.
$_5.15
29.56
$
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
Principal-Personalty:
Register of Wills:Filing Second and Final Account
Income -Personalty:
Mellon National Bank:Accountant's compensation
Total additional credits
$~.:'1.,..7..1......................
19.00
1.74
$?.Q.~..7.1:...........................
Balance for distribution Principal $8 Q.J.:'1 9..1 ..
Income $!.?:.~.t..J..?.
Total $~.l.J9.}t..~.Q ..
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:
Balances as listed above are in temporary investments to be treated as cash.
.,.
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:
Accountant respectfully requests Your Honorable Court to award balances,
Principal and Income,to Janice Nickeson Plasman.
-(
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,~SS
The above named Fiduciary or representative thereof,
being duly 9..~.9..r.g doth depose and say that the
facts set forth in the foregoing petition are true to the
best of..}.~.~knowledge and belief.
...s..~.9..:r..g to and subscribed before me
This 5.th.day of S.e.pt.e.mb~.r 196.9...
Signature of Officer/,~..22.z.,..i4.-::1:1!....'t.~........
~-.
Title of Officer .N.9.1~.:r..y....f?gp..u.<;;.
And your petitioner will ever pray,etc.
Mellon National Bank and Trust Company,
Successor Trustee u/w of Alonzo W.
""N'i'cK'e's"6'n';"'De'c'e~i'iire'a:"''''''''''''''''''''''''''''''''''''''''''''..
/7;;.tJ /2 L_
···J?.·Y.·:·........·~~·t ..Off~........··..·..·....···........·
,.&
Office expires ~Q.~.t..Q.1?~.+...)iL !.9.'J..Q .
SARA M.VAN KIRK,Notary Public
Washington,Washington County,Pa.
My Commission Expires
October 14,1970
'-"I;-i"I"..
'(......%;.,
~
•,
..1'/
...JrtUion ~ur "u~U
IN TI-IE
ORPI-IANS'COURT
OF WASI-IINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
859 9Noof196 .
ESTATE OF.......~~EE.~.~.~.~.!.:....!...~.~.~.!.~..~...~.I...~.
.......Q.f...AlQ.n~.9.:w:..~.N!.S.Js~..§.9.P..I p.~.S..~.g...
FOR :6..e.s.s.ie Kam.e.r..e..r...
··..· · ··}k~~1Liii~·t~~~·;;t ·..··
Mellon National Bank and Trust
...gg.P.}.P..~?];y..I ~.:Y..~.s.~.~.§g.!.T..t.:Y..§..t..~.~.
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.
Lloyd Woodward,Esquire·..· ·..· · · · ·..C~~~~~Cf~~..·~~~~~·~t~~t:..
~2
·Vd C"O~IW.JL~"UVSVM
S11111\~t»~EU.S353~
ONftll\"H Tii3SSmjJ
'8fa U UU £2 .djS 69.
4f(1·31 t.:J
..e'
MELLON NATIONAL BANK AND TRUST COMPANY
Washington Office 40 South Main Street
Washington,Pennsylvania 15301
July 23.1969
Mrs.Janice Nickeson Plasman
117 Taylor Run Road
Monongahela.Pennsylvania 15063
Dear Mrs.Plasman:
A.Nickeson for B.
p~
Trust Department
j
In t4t Qtnurt nf Qtnmmnn Jlrus nf Ilusqingtnn (ltnumy.
Jrnnsylnuniu.(0rp4ttn!i·Qtnurt Binisinn
ESTATE OF
Alonzo W.Nickes.n,
Trust for Bessie Kamerer
No.859 of 1969
In the matter of the Second and Final
Account of Mellon National Bank and Trust
Company,Successor Trustee
ADJUDICATION AND DECREE
And now September 2Z ,19-.illL,this matter came on for hearing,
audit and distribution at this session and testimony token;and thereupon,upon due consideration
thereof th~8alance for distribution in the hands of the Accountant is determined to be
$,163..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 port hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.--/
SCHEDULE OF DISTRIBUTION
(i.34.71
Balance per account _
Additional Debit asked at audit
Additional credit asked at audit 20.74
$8.149,29
$8,184.00
Balance _
Deduct Clerk's Costs &Receipts _
Attorney Woodward &Bassi
Janice Nickeson Plasman,remainderman,remainder,
principal,($8053.91),and balance accrued inc.me,
($86.85),
$8,163.26
22.50 W.t).s~!:..!;[Oe.
$8 ,140.76 I I •
8140.76
No balance
II
I
.iJ J
J8
('1
~_LJ
l'"j J"-,J
0....t:'I
::l Z
n VL 's:-V ,-pg(1)
lD ::l 3
0
......0 ~......
0.......::r(I)
....~
J \.~\
~v-t.§,_t
to1
..",-
aS·:=
~g,
~a~
tJUJJJ)"21
j ,.L j ~J:::J 2."J.J'o/j
(-
..'""_J -'.1
1 ''(;
•_v "-'
J
J
(
-~-
J .1
J.JU)
)j)1C'i"'J1$'l'R'Z'*Wt¥I"t'Z1rsnef9iiil5'fWf%rm~rN!f'Wf5iPJII*W_ZUWfMt ..""~W.~.~-mi"ir:cr"'l?l11!f!l_"rm""""35iwrW*'¥"Ii'It••_,......_===_wm='V'__W"C'WTT~~\\)$&~rt¥m~~~$r§"tj;~lflYiAmWli~lW~A~~_~,.~
I ...ft$<#-!S-lo,(I/7(,'7
IN THE COURT OF COMMON PLEAS OF ~SHINGTON
,~.:COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.
SECOND AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
SUCCESSOR TRUSTEE UNDER WILL OF
ALONZO W.NICKESON,DECEASED
FOR
FOR BESSIE KAMERER
.~
">\.
1
.•j/alJtiington County,SS.
t do oert/(I!that I h{wegifJen lega!notice to af/per!1f)n:;;
..~onoerned oj the filing of the within aocount in the manner pre·
~scriLled by Statute and Ruie of OM/ri.as euidenced by proofs
~hereoffiled to No."3-b'I-GO 0
;'),~.u..~Witn.ess my hand and official sea!thi8 qf.!ioll...~'7'::.:-::daY'
.L(JJ
sf).f......"19 ffd_l..
~~-Reoi!lter of Wil/g
j!j{;(j
...c-
~
--{"",
BALANCE DUE -$8,149.29
i;61;:.":7:h:;~tE£-:fo.;"a -
tor '1onjirmat'ful...~~..~...,~.
Fee _~-k2~5j(.;P .""."-:,
JJ)~#1ftffrc:ivtdn~,k(J.,,:,,,:
Filed t ;;,~k I::"·:"Hr:
~)['j C!~--i:::r::"~[.iti~_.)r--r-v ~
;;;:·c')~•,~-f"}~t-~-.
9 ...-3:0.:~....'f:.::>",:;:;:;~.~
..,..,'.."..
V r--.?-CIl 0
LLOYD W.WOODWARD
Wood~ard and.Bass,i
Attorneys-at-law
701 McKean Avenue
Charleroi,Pa.15022
\)k.--r \(~~---f C4t;~~~
~~
;;..
:[1'"
~~r\)
~
~~
!~,.",,..,~;r
II
jl'
~the Court i~l'CBIHJ(ltt'ul1Y r~qlJ.i,;JHteo
to determine proper distribution in
~estate .
..--s....
J
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
OR PEA NS'COURT DIVISION
No.859 of 1969
)
)
)
)
)
)
)
Monday,September 8,1969,at 1:30 o'clock P.M.,
EDST.
WOODWARD &BASSI,ESQS.,of Charleroi,Pa.,
representing the Accountant.
THE HONORABLE P.VINCENT MARINO,
President Judge of the said Court.
HEARING ON AUDIT'/'
ESTATE OF
IN RE:
~'ALONZO W.NICKESON,
z~~Trust for Bessie Kamerer
)-IIIZZIIIII.
io~Co'~BEFORE:
III~~
.,:u~APPEARANCES:
IIIQ
..I~oQ
:I..,TIME::x:l-I'N
iiiII:III~THE COURT:Number 859 of 1969,the estat e of Alonzo W.
II.IIIII:~Nickeson,Trust for Bessie Kamerer.The Successor Trustee is
II::IoU..I Mellon National Bank and Trust Company and the attorneys are
~uii:Il.Woodward &Bassi.Mr.Woodward?o•MR.WOODWARD:This is the final account,Your Honor,on consequ nce
of the death of the life tenant,Bessie Kamerer.The account was
filed by the first trustee at 144 May Term,1950,and then at 1368
of 1968 Mellon Bank filed an account on the death of Mabel 1.Hill.
Janice Nickeson Plasman takes the entire remainder.There are
...;'--
~z.~
iz1:1II.
THE COURT:
trust estat e?
THE COURT:
Court.
Is there anyone else in Court interested in this
(NO RESPONSE)
The audit of this account is ordered closed by the
(A UDIT CLOSED)
2
1 hereby certify that the pro eedlngs and evidence are contained
•
i -g,..
"z·,
iVI r•.;
ti~..
IIIis ,'.~u~"t\\I fully and accurately in the notes taKen by me on the hearing of the above.
and that tbis copy is a correct transcriptr-0f the same.
.~\~~~~~c......__~-..~.~'~~.~
OttibialStenogrnpherUU'
The foregoing record of the proceedings upon the henring of the
above cause is hereby approved and directed to be filed .
IN THIUYIATTER OFTHE ~TA.TE OFSuccessorTrusteeuWotAlonzo W.
Nickeson for Bessie Kamerer-
~NX;
}IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
859 of 1969NO..=....:.~_=_.:=--.::...:....::...:._
J
KNOW ALL MEN BY THESE PRESENTS.THAT I,JANICE NICKESON PLASMAN,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY Successor Trustee
OF THE ESTATE of--,A=-=l,,-,o~n,,-=,z,-,,o,,--W,-"-,,,--"N,-,-,,i,-,,c,-,,k,,,-e,,,,--,,s,-,,o,,-,n,,,---,f,,-,o=r-=B:o;e=s--,,s,-,,i,-,e"-'Ka"-=""m""-"-'e=r-"e'-"r'--~"'¥i}g,THE SUM OF
Eight Thousand One Hundred Forty and 76/100---------------Cl 8,140.76-----)DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT No.8~5::.-9<__...:0:.:::f_=_19:_6::::__9!.___
WITNESS MY HAND AND SEAL THIS,_-----'-/_~_
Principal Cash
Income Cash
W.1I282
$8,053.91
86.85
$8,140.76
---,,=--,,-=-=-=--=-.-=:..-=-__,9~,
r
NO.•859 of 1969
ORPHANS'COURT
ESTATE OF
AlonzoW~Nickeson for Bessie I \.
Kamerer
DOCKET PAGE -_~
RECEIPT
FROM
Janice Nickeson Plasrnan
TO
Mellon National Bank &Trust C'!>••
.Succes sor Trustee
FILED 19__
'l..
i'
,..1'
..-nen
f...Q -E~:;a:I ~F,....f'n c:('"")(f)~~--4 m~.til ¢f)
~.-..lf\'\en 0....f"l'\C'"~:;Ot"...a .:::::-.~~~:.:J:C"J....::~-"~o~~.~.,,;r .:=
c::')."Of"""O>(,f)',.&---'
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
SECOND AND FINAL ACCOUNT OF
MELLON NATIONAL BANK.AND TRUST COMPANY
SUCCESSOR TRUSTEE UNDER WILL OF ALONZO W.NICKESON,DECEASED
FOR BESSIE KAMERER
1 18 1 6Juv9 9
I
S U M M A R Y
SCHEDULE "A"
I PRINCIPAL-PERSONALTY
Receipts Page 2 $9,523 40
Disbursements Page 3 1 469 49
Balance $8,053 91
SCHEDULE "B"
INCOME-PERSONALTY
Receipts Page 4 $468 63
Disbursements Page 5 373 "25
Balance 95 18
NET BALANCE $8,149 29
The balance consists of the following:.
PRINCIPAL-PERSQNALTY
Demand Notes:
Commercial Credit Company $1,000 00
General Motors Acceptance Corporation 6 000 00 $7,000 00
Cash 1 053 91
$8,053 91
INCOME-PERSONALTY
Cash 95 1R
$8,149 29
'GBS :dab-
i
"
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
Mellon National Bank and Trust Company,Successor
Trustee of the Estate of Alonzo W.Nickeson,
Deceased trust for Mabel Hill and
Bessie Kamerer:Cash and securities awarded
per decree dated 1/22/69 at No.1368 of
1968 Orphans'Court of Washington County,Pa.,
as follows:
Bonds:
Lake Shore and Michigan Southern Railway,
3.50%
$3,000.due 6/1/97
Pennsylvania Railroad Company,5%General
Mortgage Series B
$5,000.due 12/1/68
Cash
Plus audit costs
$2,745 20
5,045 20
1 638 22
$9,428 62
3 00 $9,463 62
1969 ss ts
May 31 Proceeds sale of 132 units Mellon National Bank
and Trus t Company,Co llective Trust Fund "E"
at 13.91425551 $1,836.64
Carrying value 1,776 .86 59 78
1968 f s ts
Dec.11 $5,000.United States of America,5.625%Treasury
Notes 8/15/68 due 8/15/74 at 97.6875 $4,884 38
1969
Apr.28 132 units Mellon National Bank and Trust
Company,Collective Trust Fund "E"at 13 .46107129 1,776 86
July·1 $6,000.Demand Note of General Motors Acceptance
~orporation at 100.6,000 00
8 $1,000.Demand Note of Commerica1 Credit
Company at 100.1 000 00
$13,661 24
13 661 2 000 00
$9,523 40
- 2 -
1969
July 18
','
SCREDULE "A"
PRINCIPAL-PERSONALTY
Disbursements
Administrative EXDenses
Mellon National Bank and Trust Company:
Compensation as Trustee,1%of $8,242.00,
market va,lueas-'of 4/14/69 $82 42
to·ss·-·on Sale and Redemption'of Assets'
Net proceeds redempt1onof $5,000.Pennsylvania
Railroad Company,5%General Mortgage,Series "B"
due 12/1/68 at 100.$4,998.25
Carrying value 5,045.20 $46 95
1968
Dec.
1969
June
2
27 Proceeds sale of $5,000.
America,5.625%Treasury
due 8/15/74 at 94.75
Carrying value
United States of
Notes dated 8/15/68,
$4,737.50
4,884.38 146 88
July 3 Net proceeds sale of $3,000.Lake Shore and
Michigan Southern Railway,3.50%Bonds due
6/1/97 at 52.$1,551.96
Carrying value 2,745.20
- 3 -
1 387 07
$1,469 49
SCHEDULE "B"
INCOME-PERSONALTY
Receipts
Cash awarded per decree dated 1/22/69 at
No.1368 of 1968 Orphans'Court of Washington
County,Pa.
nt rest-nds
Lake Shore and Michigan Southern Railway
Company,3.50%
$3,000.6/1/68 to 6/30/69
Pennsylvania Railroad Company,5%General
ortgage Series "B"
$5,000.6/1/68 to 12/1/68
United States of America,5.625%Treasury Notes
$5,000.12/11/68 to 6/27/69
nt r st-Demand N t s
Commercial Credit Company
$1,000.7/8/69 through 7/8/69
General Motors Acceptance Corporation
$6,000.7/1/69 through 7/9/69
- 4 -
$113 46
125 00
1 3 01
$22
11 6
$5543
391 47
9 82
11 91
$468 63
------or
1969
Jan.20
July 18
1969
Mar.21
May 31
;
I
"
SCHEDULE "B"
INCOME-PERSONALTY
Disbursements
nistr ti enses
Treasurer,Washington County,,Pa.:
1969 County Personal Property Tax
Mellon National Bank and Trust Company:
Compensation as Trustee
don
Bessie Kamerer:Payment of net income
1/20/68 through 3/19/69
Estate of Bessie Kamerer,Deceased:
Income on hand and accrued to 4/14/69
..5 ..
$6 31
20 66
$13502
211 26
$26 97
6 28
$373 25
COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF WASHINGTON )
SS
ARLIE W.OTT,Trust Officer of the MELLON
NATIONAL BANK AND TRUST COMPANY,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.
Trust Officer
Sworn to and subscribed
before me this ;;'.;1,day
Of~A.D.1969
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.
Mellon National Bank and Trust Company,
Trust Officer