HomeMy WebLinkAboutOC1969-1185 - ESTATE OF STEWART' .
COPY OF WILL
I, Harriet A. Davis Stewart, of Washington,
County of Washington and State of Pennsylvania, being of sound
mind, memory and understanding, do make and publish this my last
Will and Testament, hereby revoking and making void all former
Wills by me at any time heretofore made.
I direct my executors hereinafter named to
carry out the written suggestions prepared and signed by my de-
ceased husband, Dr. Robert S. Stewart, and those prepared and
signed by me, in making distribution of the property bequeathed and
devised to me by him and the property not devised and bequeathed
to me by him; and I do will, bequeath and devise to the persons
or corporations mentioned in those suggestions the articles,
property and sums of money thereih mentioned and on the terms and
conditions as are in those written suggestions stated.
I do hereby make, constitute and appoint Osborn
w. Hatr and Frank Stewart to be Executors of this my last Will and
Testament.
IN WITNESS WHEREOF, I, Harriet A. Davis Stewart,
the Testatrix above named, have hereunto subscribed my name and
affixed my seal, the 26th day of January in the year of our Lord
one thousand nine hundred and twenty three.
Harriet A. Davis Stewart (SEAL)
Signed, sealed, published and declared by the
above named Harriet A. Davis Stewart as and for her last Will and
Testament, in the presence of us, who have hereunto subscribed our
names at her request as witnesses thereto in the presence of the
said Testatrix and of each other.
Ira W. Ross
Violet L. Ross
)
I Harriet A (Davis) Stewart, do hereby make
the following suggestions; Reference to which has been made in
body of my Will, dated September 19, 1922. As to the carrying
out of said Testament.
1st: I suggest that my brother J. L. Davis, shall
receive the sum of $1500.00 Fifteen Hundred Dollars.
2nd: Suggest that each of my three nieces, Mrs.
A. B. Hair, Mrs. Lucy A. Patterson and Mrs. Mary E. Hemphill shall
be paid $1100.00 Eleven Hundred Dollars.
Jrd: I suggest that my Grand-nieces Elizabeth J.
Hair, Mary (Hair) Hughes and Margaret Hemphill, shall each receive
$500.00 Five Hundred Dollars.
4th: Suggest $500.00 to my Grand nephew Osborne Hair.
5th: Suggest my Grand-Nephew Lyle Hair shall receive
$800.00 Eight Hundred Dollars.
6th: To my nephew Willard White $500.00 Five
Hundred Dollars.
7th: Suggest to each of my Nieces Ora Lee (Davis)
Boudenhorn, &. Anna May Davis the sum of $100.00 One Hundred Dollars.
8th: Suggest $500.00 Five Hundred Dollars shall be
given my Grand Nephew Frank White.
9th: Suggest $500.00 Five Hundred Dollars shall be
given my Grand Nephew Jos. A. White.
lOth: I suggest $1000.00 One Thousand Dollars shall
be given my Grand-Nephew Robert Wylie Courson, in trust until he is
21J' years of age.
11th: To Rev. & Mrs. D. M. Thome, if living at my
decease, $300.00 Three Hundred Dollars. If not living shall remain
in my estate.
12th: I suggest that $500.00 Five Hundred Dollars be
placed in hands Upper Buffalo C'emetery fund. Interest to be used
for the care of said Grounds.
13th: Suggest $500.00 Five Hundred Dollars each to
be paid to the Boards of Ministerial Relief, and The Board~Church
Extension of the United Presbyterian Church of North America.
Harriet A Davis Stewart
( ' ·~ •
I Robert S. Stewart
do hereby make the following Suggestions; To which re-
ference has been made in the body Qf mi ~. Dated
Sept. 12." 1922, as to the carrying out of said Testament.
1st. I suggest that The Board of
Home Missions, Board of Foreign Missions, Board of Church
Extension, also The Board of Ministerial Relief, all of the
United Presbyterian Church of North America, shall each
receive the sum of $500.00 Five Hundred Dollars.
2nd. I suggest that the congregation of
North Buffalo, Chartiers Presbytery, shall receive $500 •. 00
Five Hundred Dollars. Interest to be used for support of
Pastor, and if at any time the congregation should be dissolved,.
the principal sum shall be paid to some of the Benevolent
organizations of the Church, according to the Judgment of The
Trustees, having it in charge.
3d. I suggest that the sum of $10,000.00
Ten Thousand Dollars be set aside, & held in trust for the use
of Irene J. (White) Courson, whom my wife raised. From the
fact that her eyes are in such condition that she might in the
future be entirely dependent on others, I wish this amount
to be carefully protected, That in case she should be
dependent, she will have the interest for her keeping, and at
no time shall more than 20 per cent of it be invested in
Real Estate for a home, and the Trustee is authorized to do
so, if thought wise, And the trustee shall have power to
reconvert it into cash, when thought best, and when she no long-
er needs it for comfort, it shall go to her children.
4" I also wish or suggest $500.00 Five
Hundred Dollars be given my namesake Robert Wylie Courson.
5th. I suggest that my niece Alice D.
(now married) and my nephew Clarence H. Stewart, both children
I , , ' • . .. , . . ~·
of my brother William (now deceased) shall each receive
$1000.00 One Thousand Dollars.
And finally I make the following suggestions as
to Real Estate of which I may die possessed.
When thought best and wise the real estate
should be converted into money, and after the payment of all
just debts & expenses $500.00 Five Hundred Dollars, shall be
paid to my Grand-Nephew, Howard A. Stewart, noe of Chicago ~.
Also $600.00 ~ Hundred Dollars, shall be paid to my sister-
inlaw Argie Stewart, wife of my brother Thomas Stewart ~.
And Mrs Anna Hair shall receive $300.00 Three
Hundred Dollars, (she being a niece of my wife's)
And in case of depreciation of the personal
property, there should not be sufficient to pay these sug-
gestions in full, they shall be paid pro rata. --But if in a
case, there should be any residue, it shall be divided egually
Between the following Benevolent Organizations of the United
Presbyterian Church of North America.
The Board of Home Missions
The Board of Foreign Missions
The Board of Church Extension
The Board of Ministerial Relief
The Board of Freedmens Mission.
TR-2 REV. 9-62
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF HARRIET A. D. STEWART, DECEASED
FIRST AND.FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BRNK
FORMERLY PEOPLES FIRST NATIONAL BANK & TRUST COMPANY
SUCCESSOR TRUSTEE UNDER WILL FOR
IRENE J. WHITE COURSON HOLMES, NOW DECEASED
NO. 80209-0
PITTSBURGH, PA. OCTOBER 16, 1969
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Pages 3 and 4 $ 6,867 12
,.
Disbursements Page 4 496 00
Balance $ 6,371 12
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 5 $ 4,642 05
Disbursements Page 5 4.566 22
Balance 75 83
NET BALANCE $ 6,446 95
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HARRIET A. D. STEWART
TR-2A REV. 9-62 .·, .:)~· ,'
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THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds I I
United States Treasury, 2-1/2% $1,000 due 6/15/72-67 $ 1,000 00
Common Trust Funds
Common Trust Fund Discretionary
Investments of Pittsburgh National
Bank
662 units 5~861 99
$ 6,861 99
Cash -Deficit 490 87
$ 6,371 12
. INCOME -PERSONALTY
Cash 75 83
$ 6,446 95
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HARRIET A. D. STEWART
I
TR-2A REV. 9-62
SCHEDULE A
',
PRINCIPAL -PERSONALTY .. •
RECEIPTS
Washington Union Trust Company, Successor
Trustee Estate of Harriet A. D. Stewart, I
Deceased, for Irene J. White Courson
\ Holmes -
Amount awarded per adjudication and
decree dated June 15, 1954 at
No. 13-322 of 1954 $ 6,858 33
Assets Purchased
1955
July 25 118 units Common Trust Fund B of Peoples
First National Bank & Trust Company _ $ 1,352 01 1960
0.0327 unit Common Trust Fund Legal Invest-·Sept. 2
ments of Pittsburgh National Bank 0 40 1962
May 16 39 units Common Trust_Fund·Legal Invest-
ments of Pittsburgh National Bank 498 63 1966 ' Oct. 31 440 units Common Trust Fund Discretionary
Investments of Pittsburgh National Bank 4,010 95
$ 5,861 99
Cash disbursed to purchase above assets 5,861 99 0 00
Gain on Conversion of As~ets
1965
May 6 222 units Common Trust Fund Discretionary
Investments of Pittsburgh National
Bank $1,851.04 Cash in lieu of 0.84 unit 8.79
1,859.83 Received in exchange for
156 units Common Trust Fund
Legal Investments
Carrying value 1~851. 04 8 79
Amount forwarded $ 6,867 12
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HARRIET A. D. STEWART
TR·ZA REV. 9·62
Amount forwarded $ 6,867 12
Sale and Conversion of Assets without
Gain or Loss
1955
May 3 Proceeds redemption $600 Bonds United
States Savings Series G 2-1/2% due
5/1/55, at 100 $ 600.00
Carrying value 600.00 $ 0 00
July 5 Proceeds redemption 7 shares First Federal
Savings and Loan of Washington
at 100 700.00
Carrying value 700.00 0 00
1960
Sept. 2 116.9673 units Common Trust Fund Legal
Investments of Pittsburgh National
Bank 1,352.01
Received in exchange for
118 units Common Trust Fund B
Carrying value 1,352.01 0 00
1962
Mar. 5 Proceeds redemption $500 Bonds United
States Savings Series G 2-1/2% due
3/1/62, at 100 500.00
1966
Carrying value 500.00 0 00
Oct. 5 Payment principal in full of Albert J. and
Irene J. Holmes Mtge. 4,000.00
Carrying value 4looo.oo 0 00 0 00
$ 6,867 12
DISBURSEMENTS
1969
Administrative Expenses
Oct. 16 James R. Donaldson -
Attorney's fee $ 140 00
16 Russell Marino, Clerk of Orphans' Court
Division -
Filing this account 16 00
16 Trustee's compensation 340 00 $ 496 00
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HARRIET A. D. STEWART
TR·2A REV. 9-62
SCHEDULE B
I
INCOME -PERSONALTY
RECEIPTS
Dividends
!
First Federal Savings and Loan
$ 7 shares -7/1/54 to 6/30/55 31 50
Interest -Bonds
United States Savings Series G, 2-1/2%
$500 -9/1/53 to 3/1/61 $ 106 25 6oo -11/1/53 to 5/1/55 22 50
United States Treasury, 2-1/2%
$1,000 -12/15/53 to 6/15/69 387 50 516 25
Interest -Mortgage
I Albert J. and Irene J. Holmes, 5% $4,000 -1/14/54 to 9/29/66 2,543 36
Income -Common Trust Funds
Common Trust Fund Discretionary Invest-
ments of Pittsburgh National Bank
$ 118 units -10/21/55 to 9/1/60 270 07 117 units -9/1/60 to 5/16/62
24§ 44 156 units -5/16/62 to 4/30/65 16 222 units -4/30/65 to 10/31/66 128 88 662 units -10/31/66 to 7/31/69 807 39 1,550 94
~ 4,642 05
DISBURSEMENTS
County personal property tax 1954 to 1969,
inclusive -paid 7/28/54 to 6/10/69 $ 201 01 Accrued income on 118 units Common Trust
Fund B of Peoples First National Bank &
Trust Company, purchased 7/25/55 8 52
Trustee's compensation 231 63 ~ 441 16
Distribution
Irene J. Holmes -
Cash -paid 3/22/54 to 7/11/69 4,125 06
~ 4,566 22
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·. · ·Jn the matter or the .-\.ul!it o! Account in
Estate or, HARRIET A. D. STEWART. N 0,._--=1-=.18.:.i5 of 19 6 9
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TO THE AuDlTIXG JUDGE: .... . · . -· . .J
.• Enter ___ ..:m:::y.L_ ______ appearance ror __ ..:.A~C:::..:C:..O~·!::u~n~t:::a~n~t=----·-· ______ _.,. ______ -:------
N.B.~Cou~scl shall. b:; separate IJ-:lp~r. present a concise stat.e:::':~nt or e:1ch
claim, with sup;1ortin; ca!cu!:.tion of ar:y i:::terest clai:ne-•.l. Obj.;ctio::ls
to an :l.ccoct:-~t as tiled, sh:J.ll b~ concisely stated in a Se:;:':::!.rate paper.
Coundl su;;~s:i;:;; pro;:>er dis~ributiou sh:!.ll !ile a separate concise st:lte·
ment in tb.t r.:;ard.
j
-~ · .. -----:·· ~ .. -:--·-·--. ~ ·-___ ,...._.__ ____ ....
Form for Guardian or Trustee
Jrtitinn ~ur Aubit
1Ju IDqr ®rpqaus~ <nnurt nf llasl]iugtnu OJnuuty
Estate of ..... g~EE.!.~.~ ... A.~ .... P..~ .... ~.~.~.~~~.~ . .? •••• ~§:~.§:~~.§:~ ..... .. Filed at N o ....... U.?..?. ................... of 1 9 6 .. ~ ..
Fiduciary ........ ~g.~.§.!?.~;:gb ... ~~t~S?~~.!.J~~~.~.~ ....................... .
F or ...... lx:~n~ ... J ...... Whi.t.~ .... C.o.ur.s.on .. Ho.lme.s., ...................... . .............................. ~g££.~.~.~.!?.E .... '!.E.~§.~.~.~ .............................................. .
Place o~ record 3_322 f 954 of appomtment... .... ~!?..~.~ ... ! .................... ?. ••....• L. ......... .Q.~:"·g··~~·············
Date of tx:ust . June 15 1954 . or guardianship ................................ ~ .............................................................. .
If there have been former accounts
filed in this estate, list: No. 41, February Term, 1934
No. 13-322 of 1954 o. C.
All persons having any interest, vesteti or contingent (including claimagts), in the fund now pefore the Court,
with the nature of their interests are: ,r : ·. ,;:: 1 \ •::. 1
Wyl-ie Courson, only child of Irene J. White Courson Holmes--Entire Balance·
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:
The Transfer Inheritance Tax in this estate was paid in full on January 23, 1924,
as appears in Tax Docket 2, page 459.
·.
Set forth any legal problems requiring adjudication by the Couit or difficulties that must be met in distribution:
The trust arises under the terms of a.11Suggestionn contained in the will of RobertS.
Stewart in the following words.
"I suggest that the sum of $10,000.00 Ten Thousand Dollars be set aside, & held in trust
for the use of Irene J. (White) Courison~ 'whom my·' wife r'ciised. From the fact that her
eyes are in such condition that she m~ght in the future be entirely dependent on others,
I wish this amount to be carefully protected. That i.n case she should be dependent, she
will have the interest for her keeping, and at no time shall more than 20 percent of it
be invested in Real Estate for a home, and the Trustee is authorized to do_so, if thought
wise, And the trustee shall have power to reconvert it into cash, when thought best, and
when: she no longer needs it for comfort, it shall go to her children.". This 11Suggestion11
was admitted to probate as a part of the will of Harriet A. D. Stewart, deceased, who
died January 31, 1923, and whose will is, of record in Will Book 36, pages 428 and 491.
; .
On December 10, 1923, at No. 29, November Terr~, 1923, in the Orphans' Court of Washington
County, Penna., The First National Bank of Washington was appointed Trustee to carry out
the provisions of this Trust. The First National Bank of Washington merged wi_th the Real
Estate Trust Company to ··form the First Bank & Trust Company. The First Bank & Trust
Company:·closed and at No. 41 February Term, 1934, of Orphans' Court, Washington Union
Trust; Corrtpciny was appointed Successor Trustee.
/
Washington Union Trust Company, having elected to go into voluntary liquidation, filed its
First and Final Account as Successor Trustee of this fund to No. 13-322 of 1954 0. C.,
and submitted its resignation; whereupon, your Honorable Court accepted said resignation
and, on June 15, 1954, at the same number and term, appointed Peoples First National Bank &
Trust Company (Now Pittsburgh National Bank) as Successor Trustee.
Balance for distribution per account, Principal · $ 6, 3 71. 12 ............................................................
Additional debits not shown in account:
(Indicate whether income or principal)
Principal: .
10/31/69--Gain on Redemption of 662 units Common
Trust Fund--Dis~retionary Investments
of Pittsburgh National Bank
· Redemption yalue $5,967.80
Cost 5,861.99
Income:
10/31/69--Income on above units
Income
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
Income:
10/31/69--Pittsburgh National Bank--Compensation
Total additional credits
Balance for distribution Principal $ .. J? .... {t.Z.R.~.9..J ................................ .
Income $ .......... !.?..?. .. ~.9.~ ................................ .
Total $ .... ~ .. ~.~~.?. .. ~.~.?. ................................ .
$ ............... ?..?..~ .. ?..1 ............................ ..
105.81
87.56
$ ........ J93.37 .................................................
4.37
$ ................ £!.., .. ~.?. .............................. ..
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 of the following:
Cash--Principal
Income
$5,476.93
159.02
$1,000.00 par value United States Tr-easury 2~% Bond
due 6/15/72-67
-~
$ 5,635.95
1,000.00
$ 6,635.95
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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 Wylie Courson--Entire balance, after costs of audit of this account, including
$1,000.00 par value United States Treasury 2~% Bond due 6/15/72-67 in kind at
value of $1,000.00
(See Election to Take Bond in Kind attached hereto)
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly ........ §.F.Q!ll ............. doth depose and say that the
facts set forth in the foregoing petition are true to the
best of ........ h!l? .................... knowledge and belief.
--~~~O.~ ................. to and 'ubscribed 7.: me
This ......... ::? .. !.. .................... day of .................... !?..tf...~.:?Z.l~.~.l96 .. ~ ..
Signature of ~fficer ... ~ ... f..~l...~.::::-: ............... .
Title of Officer ...................... N.<?..t..~.!".Y. .... !Y.-.R.U.s: ............................ .
Office expires ....................... f..~J?..:ng:tr.Y. .... b . .t .•• l9..Z.J ......................... .
MABEL E. RUTAN
NOTARY PUBLIC
WASHINGTON, WASHINGTON COUNTY, PI\.,
MY COMMISSION EXPIRES FEBRUARY 1., 197~
~ ss
And your petitioner will ever pray, etc.
::~aenr··· .. ·-···-········
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IN TI-lE f ·-(,_
ORPI-IANS' COURT .. · v·c; :;j r-:c '?tl A11 1, OF WASI-IIN6TON COUNTY-· t-I C-•• -
FORM USED FOR GUARDIAN-INCOMPE~~TS1 t'•i A RI'.!Q
OR TRUSTEES 1\U..,~t.[~ .1-1 "' -RE(~!"''TR OF IPILI s , .~ ;) I i.. \ Ill -
No ........ J .. Ht?. ........ of 196 ... 9. .......
EST ATE OF ......... :g~E.~.~-~-~ ..... A.: ...... P..: ..... ~.~.~~~E.~ .. ? .......... .
deceased ···································································································································
FOR. .... J!".~.n.~ ..... J..~ .... WhJ.t.~ .... G.9..¥..r§.QP.: .... H.Qlm.~.§.~ .......
now deceased •··································································································································· ~~MM«-life tenant
.............. ~J.t.t..!?.P..g_;o.&h .... N!?r.t..:i..Qnal .... B.i'!nk ................ ..
......................... ~.'\:l:f.~.~§.§.9.!' .... J.!'.1M?..t..~.~ ................................ ..
Counsel for the accountant shall 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.
James R. Donaldson
Counsel for accountant.
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In tlft <ttnurt nf <ttnmmnu Jlrns nf llas{Jiugtnn C!tnuuty.
Jrnnsyluunia. ®rp{Juu.a · <ttnurt lliuisinu
ESTATE OF 1185 of 1969 No·---------------
HarrietA. D. Stewart, In the matter of thc..e -=F....::.i=na=l...._ ____ _
U/W for Irene J. White Courson,
Holmes, now deceased.
Account of Pittsburgh National Bank,
Successor Trustee
ADJUDICATION AND DECREE
And now December 2..3 , 19~, this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
thGre.Qf Sh~galance for distribution in the hands of the Accountant is determined to be
$ Do ·\:I . 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.
SCHEDULE OF DISTRIBUTION
Balance per account ________________ _ $6.446.95
Additional debit asked at audit 193.37
$6,640.32
Additional credit asked at audit 4.37
Balance ____________________ _
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Deduct Clerk's Costs & Receip~lO».-------------
Attorney James R. Donaldson
~~.95 q70 (D/. -}--I 1 ~
19.50 ~~/
$6,616.45 ~~
Wylie Courson, remainder, including cash and a United
States Treasury Bond 2-1/2% due 6/15/72-67 at cost of
$1000.00, held in kind and distributed as such at the
appraised value, 6616.45
No balance
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I, WYLIE COURSON, remainderman under the terms of that certain
Trust established under the Will of Harriet A. Davis Stewart on account
of written suggestions prepared and signed by Dr. Robert s. Stewart for
the benefit of Irene J. CWhite) Courson (Holmes), now deceased, hereby
elect to take in kind as a part of my distributive share $1,000.00 par
value United States Treasury 2]z percent Bond due 6/15/72-67 at the cost
price of $1,000.00, and hereby request the Orphans' Court Division of the
Court of Common Pleas of Washington County to award such bond to me in
kind.
WITNESS MY HAND this ~y(~ day of October, 1969.
Wylie Courson
WITNESS:
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ORPHANS' COURT OF WASHINGTON COUNTY. PENNSYLVANIA
In re Estate of
Harriet A. D. Stewart, U/W for
Irene J. White Courson Holmes, ············ ........ ··············· ........................... .
Now Deceased
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RECEIPT
No ...... q.~? ........ of 19 ... ~~ .... .
KNOW ALL MEN BY THESE PRESENTS That I, .................. 'YJYl.i.e .. c.o.1,1r.~.o.n ......................... ,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .Sw::::.~.~~~9r. ........ .
Harriet A. D. Stewart, U/W for
~J;"~.s.t;:ee ... of the Estate of ... l:J;".ep.~ .J ... Wh:Lt;:~ .. C.9.l,1rs.9n .. l!9Lm~s. , ....................... N~ Deceased,
the sum of S:i.:x:. ~ho:t,~s.;tn<;l ... S.:i..~ .. H\l.n<:lx.E;!<;l .. S.i~t~E;!n .. .;t:nd . .45./.LOO .. ($.6. ,.9.L6. •. 45.). ........... dollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered .. ]).e.cel1lbe.~ ... 2.3. , 19 .. 69 ..... , at the above number and year; and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof, I have hereunto set my hand and seal at Jr.':k£/;i..t.lfj.l.cyf... .. f?(:L .....
.... , this .. .:£..r.tt~f. ..... day of ... J."q/? .................................... A.D. 19,70. ..... .
(SEAL).
$5,616.45
1,000.00
17.934 rm(i6 t.6l:h6. 45
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA.
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ORPHANS' COURT DIVISION
~N RE:
ESTATE OF No. 1185 of 1969
HARRIET. :.A'fTDJ ;STEWART.
HEARING ON AUDIT · ..
i ~BEFORE: THE HONORABLE P. VINCENT·MARINO,
President Judge of the said Court.. · . . 0 z
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..: APPEARANCES: JAMES ·R. DONALDSON, ESQ .• of Washington,
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Pa., representing the Accountant. ~
o TIME: a Wednesday, December·10, 1969, at 10:00 o'clock
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THE COURT: Number 1185 of 1969, the estate.of Harriet
A. D. Stewart. That's a trust estate. ';.The·.Eittsbu.:r.ghiNational
Barakl.ils.t.'Suc:ees;sor ·TI:~ustee U /W for Irene J. White Courson Holmes ~· .
now deceased, the attorney is James R. Donaldson. Mr. Donaldson
MR. DONALDSON: If it please the Court, I have the papers in this
estate. There are certain additional debits and credits which are
set forth in the Audit Petit~on. Also, there is an election of· .. Jc ..
. Wylie Courson to take in kind a U. S. Treasury Bond. This estate
started before my time. And I have investigated somewhat into the
matter and find---this may be helpful to the Court~-=:d:p. the !Blarriet
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A. D. Stewart will, there were certain items, of suggestion or
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suggestions they were called, and they were also sugesstions in the ' . . -
will of Robert S. Stewart. These suggestions were incorporated
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in and became a part of the ~probate procee.dings .a.nd:that 's 'where
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this trust arose. At that time all the transfer i_nh~ritance tax
was paid in so far as I can· find out. The reference to it.~isl Docket
1---no, it was paid, I'm sorry. That was not the docket. It was
paid January 23, 1924. I will give Mr. Hana the docketmumber:-. I I
have that. I believe it's two. There's a copy of the will attached undEr
which the trust arose. I think ther:e are. no complications. I might
add that Wylie Courson is the only child of Irene J. White Courson,
.J -< Holm~s, who is the beneficiary. 0 i5
=!'THE COURT: Is there anyone else in Court interested in this
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N trust estate?
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Court .
( NO RESPONSE )
The audit of this account is ordered closed by the
( AUDIT CLOSED )
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• . . -- . ! . - ' ' ' . i _ -1 her~by certify· .tha~ the p~ce~dings_ and evid~nce ar~ ·contained:
~ f~lly a~~ accurately .in the ·njtes taken by me on the he~ring of t~e ·abqve
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~ cause, and that this, copy is a correct transcript of th~. same .. .. " z ! i
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'"' ! Th! fc;>regoing record of the pr9ceedings upon the hearing· of the · -
above cause is hereby approved and directed . .io be filed·. -. ... ;. : :~._ -~"' . . .
'I!. '• court,· .. -·
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