HomeMy WebLinkAboutOC1969-1231 - ESTATE OF SHEPPARDIN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:
ESTATE OF:
JANICE SHEPPARD,
A minor,
)
)l No.I:L 3 '11'l /"j
)
)
PETITION FOR APPOINTMENT OF GUARDIAN
TO THE HONORABLE,P.V.MARINO,President Judge of said Court:
The petition of ANNA E.SHEPPARD,parent of Janice
Sheppard,a manor,respectfully represents:
1.That your petitioner is the parent of JANICE
SHEPPARD,a minor eight years of age who resides with your
petitioner at 308 Jones Avenue,canonsburg,pennsylvania.
2.That the said JANICE SHEPPARD was born on March 20
1961.
3.That JANICE SHEPPARD was injured as a result of
an explosion which occurred on March 11,1967,from that occur-
rence your petitioner filed suit in the Court of Cornmon Pleas
of washington County,pennsylvania,Civil Action-Law at
Number~290 September Term 1968 A.D.
4.That prior to trial the suit was settled and after
bills,costs,and fees are paid the above named minor will
receive the sum of $15,117.11.
5.That the settlement referred to hereinabove was
approved by the court of Common Pleas and by order dated
November 13,1969.
6.Your petitioner desires that your Honorable Court
make the necessary Order to appoint Pittsburgh National Bank
as guardian of the estate of Janice Sheppard and to allow
the guardian to receive the sum set forth above.
7.That the said Janice Sheppard has no other estate
or property in her name except the above mentioned meney.
8.That the proposed guardian has no interest adverse
to the said minor and is not the fiduciary,or an officer,or
employee,or the corporate fiduciary of any estate in which
the said minor has an interest.
-WHEREFORE,your petitioner prays your Honorable Court
that Pittsburgh National Bank be appointed as guardian of the
estate of Janice Sheppard,a minor,so that it may have and
receive the aforesaid money to be held for the said minor until
her majority.
BLOOM,BLOOM,ROSENBERG &BLOOM
f
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COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF WASHINGTON
Personally appeared before me,the undersigned authority,
ANNA E.SHEPPARD who being duly sworn according to law,deposes and
says that the facts set forth in the foregoing Petition for Appointmm t of
Guardian are true and correct to the best of her knowledge,inforrmtion
and belief.
Anna E.Sheppard
SweH'n to and subscribed
before me ,this 13th day
of November,1969.
~blic!tAJ
.ROWENE EBELING.Notary Public
MjCommission Expires February 8,1978
1IBIUngton.Washington County.Penna.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:)
)
ESTATE OF:)
)NO.
JANICE SHEPPARD,)
)
A minor,)
CONSENT OF GUARDIAN
AND NOW,this /L(~day of November 1969,PITTSBURGH NATIONAL
BANK,the suggested guardian,does hereby consent to act as
guardian of the estate of Janice Sheppard,a minor.
PITTSBURGH NATIONAL BANK
.j ,
..,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
.IN RE:
ESTATE OF:
.JANICE SHE PPARID:,
A minor,
)
)
)
)NO.
)
)
)
ORDER
A th '/L/1 ~day of b 9NDNOW,lS r-Novem er,196 ,upon
consideration of the within petition and upon motion of Bloom,
Bloom,Rosenberg &Bloom,attorneys for the petitioner,it is
hereby ORDERED and DECREED that Pittsburgh National Bank be
and is hereby appointed guardian of the estate of Janice
Sheppard,a minor,to receive monies due her from the settlemen
of a suit at Number 290 September Term 1968 A.D.in the Court
of Common Pleas of washington County,and any monies due her
during her minority.
--
J..~
STATE OF PENNSYLVANIA,!SS:
COUNTY OF WASHINGTON,
Personally appeared before me the undersigned authority
II
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guardian of the estate of.........:!..~g.~.c;:.~....~h.~.p..P..~E.~................................................................................................................................................
..........................................................................................................................................................................................................................................................................
mmor ,who being duly sworn,deposes and says that the following is a true and correct Inventory and State-
ment of the personal and real property which are of the estate of the above named minor
Sworn and subscribed before me this )PITTSBURGH NATIONAL BANK
•..~aY of.......::4..r.d.._.........,19....99....~.~~~,11......I
..J?y...........~..::~~......:::.,.!(...::.......r.....:.:..............................................,
)
Assistant Vice President~t-LJ 'J/~....................................................................~.................................
Clerk of Orphans'Court.
Dollars ,Cents
The Home Insurance Comnanv--Amount due minor account settlement
account Suit in Court of Conunon Pleas of Washington County at
No.290,September Term,1968,A.D.--Boon Terrace Inc.,
Insured $15.177 11
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,
.
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NOTE-If real estate,give street and number,Ward of 'City,Borough or Township,and
'County,and reference to Deed,Mortgage,Volume and Page.
If cash in llJank,give name of same.
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No :.~.~.?.~~.~~,i9 ??...
:In Re Estate
of
,',JANICE SHEPPARD........................................................~.
.....,
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Minor,1i$:
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GUAttDIAN'S '
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Bloom,Bloom,Rosenberg &Bloom......................................................................,.
Attorney.
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it IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY q PENNSYLVANIA
it!
ORPHANS'COURT DIVISION,
IIf IN RE:)II )I ESTATES OF:)
)
I-
RANDALL SHEPPARD,)No.1271 of 1969
)
II .CHARLES SHEPPARD;)No.ll&l of 1969
It )I.II JANICE SHEPPARD,)No.1231 of 1969
!)
i 'SHERRY SHEPPARD,)No.1272 of 1969II)
l Minors.)
,--
,
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Janice Sheppard;and it further being represented to the Court
attorneys for the Guardian Bank,that a request has been made by
the mother of the above named minors for a special allowance for
winter clothing and medical treatment of Charles Sheppard and
October,1970,it being
Bloom,Rosenberg &Bloom,
o R D E R
that the mother of the above named minors is unable to financially
ft AND NOW,thiS{C day of
Ii represented to the court by Bloom,
I
II
11
II
II
I,(provide for these items of expense;and it further being repre-
I sented to the Court that the accounts of the minors are of a
!II substantial sum.
/'NOW,THEREFORE,upon motion of the said counsel,it is
I!hereby ORDERED,ADJUDGED and DECREED that pit tsburgh National Bank
'I be and is hereby authorized to pay to Mrs.Anna Sheppard the
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BY
$100.00
Charles Sheppard -$250.00
Janice Sheppard -$250.00
Sherry Sheppard
Randall Sheppard -$100.00
n----~-------..-..~~""_.._''-"_..'/I
'IIIII following sums,and said payment ~:hall be from the account of the,I
II minor in the amounts indicated:
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No.1231 of 1969
NO.1271 of 1969I
IN RE:).
)
ES'rATES OF:. )
)
RANDALL SHEPPARD~)
)
.JANICE.SHEPPARD,)
.)(
Minors.)
'-........)..~...
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
o R D E R.<:~el.
AND NOW,this i-L.day of November,1971,it being
~presented to the Court by BLOOMJ BLOOM,ROSENBERG &BLOOM,
......_:;,.;c ~.~:.__'"l'".-==-",.,---,=::=~..~~":..~:::::=..-=-...-.-
attorneys for the Guardian Bank,pittsburgh National Bank,
that a request has been made by the mother,Anna E.Sheppard,
for a special a llmA,7ance for winter clothing,in the sums of
$59.00 for Randall Sheppard and$lOOwOO for Janice Sheppard,
and it further being represented to the Court that the mother.
of"the above named minors is unable to financially provide
for these items of expense~and whereas the Guardian Bank
has in its Guardian Account of Randall Sheppard invested
funds of $2,225.00 and uninvested cash in the sum of $6.50~
and in the Guardian Account of Janice Sheppard,.investments
at a cost of $15,003.96 and uninvested cash in the sum of
$736.98;
IT PS HEREBY ORDERED,ADJUDGED AND DECREED,that
pittsburgh National Bank,Guardian of the Estate of Randall
Sheppard is hereby authorized to pay to Anna E.Sheppard,the
mother of Randall Sheppard the sum of $50.00 and pittsburgh
I
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.........,.•.4•._
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National Bank,Guardian of the Estate of Janice Sheppard
.is authorized to pay to Anna E.Sheppard,the mother of
Janice Sheppard the sum of $100.00.
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.COMMONWEALTH OF PENNSYLVANIA
COUNTY.9F ALLEGHENY SS
..,
Dorothy B.Stuedler,Assistant Vice President ,of Pittsburgh
National Bank,the within named accountant,'being duly sworn according to law,deposes and says
that .the foregoing account as stated·is true and correct a~he/she verily believes.
NATIONAL
Sworn.and sUbscribll~,befo1yZ c~
thi,.1l1J.-day of 'A':]I '7)
~~)Jk -/ )../!,l~/t.,,-'C;~~C-vl C0-Z'--;7)
otary Public
GEORGIA POURN.~RAS,NOTARY PUBliC
PITTSBURGH,ALLEGHENY COUNTY
MY COMMISSION EXPIRES MAR.5.1983
Member,Pennsylvania Association of NoLJries
P1X....-
/~~.~L-gy-'\..~-;..~I.J ~~._
WASHINGTON'COUNTY:SS
I do certify t hat I h a ve g i v en lega I noti.ce to a II persons
concerned 0 f the f iii n g 0 f the within account in the man n e r
perscribed by Statl\te and Rule of Court"a s evidenced'by proofs
thereof filed to No.,.3 -7 9 -86'$".
Witness my hand and official
day of ~.
seal this .2.3 .AeL
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TR-2'REV.9-6"2 ,:,
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
NO.1231 OF 1969
.,
ESTATE OF JANICE SHEPPARD,A MINOR
FIRST AND FINAL ACCOUNT OF
PITrSBURGH NATIONAL BANK
GUARDIAN
No.80793-5PITTSBURGH,PA.
SUM MAR Y
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Page 3-4
Amount transferred from
Income -Personalty
15,950.62
3,333.70
MAY 10,1979
19,284 32
Disbursements Page 5 2,131 73
Balance
SCHEDULE B
INCOME -PERSONALTY
17,152 59
Receipts Page 6-7 9,845 93
Disbursements Page 8
Amount transferred to
Principal -Personalty
4,614.87
3,333.70 7,948 57
Balance
NET BALANCE
1,8971~
I19,049
1
95
i
------------
.I...:"\"I ,
,,
JANICE SHEPPARD
TR-2-A REV.9-62
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Short Term Investments'
Short Term Investment Fund Pers'onal of
Pittsburgh National Bank 12,300 00
Savi.ngs·Account
Dollar savings Bank 4,850 00
Cash 2 59
17,152 59
INCOME -,PERSONALT~'I
!
Savings Account
Dollar Savings Bank 1,260 93
Cash 636 43 1,897 36
19,049 95
,
-2-
!.'~
TR-2-A REV.9-62
;,.
JANICE SHEPPARD
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1969
NoV.26 Inventory filed
Assets Purchased and Acquired
15,177 11
Deposits to savings account
Savings Bank,as follows:
12/15/69
4/25/74
1/31/75
7/25/75
2/2/76
1/30/78
at Dollar
5,000.00
250.00
400.00
300.00
200.00
300.00
•
12,322.37
11,548.86
1,600.00
1,600.00
1979
Feb.7
1970
July 31
General Motors Acceptance Corp.,Short Term
Loans:
1/5/70 10,000.00
Proceeds sale Short Term Investment
Fund Personal of Pittsburgh National
Bank
2/9/79 12,300.00
Common Fund Discretionary Investments of
Pittsburgh National Bank,as follows:
1/31/70 1,257 units 10,144.14
10/31/71 79 units 695.89
10/31/73 97 units 849.01
Gain on Sale or Conversion of Assets
Proceeds redemption 1,433 units
Common Fund Discretionary Invest-
ments of Pittsburgh National
Bank @8.599
Carrying Value
Sale or Conversion of Assets Without Gain
or Loss
Proceeds sale General Motors Acceptance Corp .
Short Term Loans @100,as follows:
2/2/70 10,000.00
Carrying Value 10,000.00
Proceeds partial withdrawal from sa.vings
account at Dollar Savings Bank
4/18/79
Carrying Value
1,257 units Common Fund Discre-
tionary,Segregation Account
received @ 140.18
due to segregation of Penn Central
Co.stock as of 7/31/70 from
1,257 units Common Fund Discre-
tionary
Reduction tn Carxytng V~lue 140.18
-3-
o 00
o 00
o 00
773 51
--------------------------------------- ---------------
i
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,
JANICE SHEPPARD
TR-2-A REV,9-62
Aug.27 2.0186 shares Penn Central Co.
Com.@ 140.18
Received in exchange for
1,257 units Common Fund Discre-.
tionary,Segregation
Account
Carrying Value 140.18 0 00 0 00
15,950 62
Amount transferred from Income _.Pers'ona1ty 3,333 70
19,284 32
I
,
"
r.
/'\,,-
-4-
65 00
500 00
1,Q5500
10.95
140.18
Anna Sheppard
Allowance for clQthi,ng and :medica1
:Pa,id 10/28/70 &11/15(71
PaYments:to oJ:;'on behalf Q~Jan;i:;ce sheppard,
a minol;'
Di:stributi:ons
Proceeds:sa.le 2.0186 shares'
Penn Centra,l Co.,Com.
CarJ:;'Y'ing Value
Loss<onsa,le.a.nd Convers'Joh of }\,S'sets
10 Rosenberg,Sewak &P;i:zzi.
Attorneys'fe.e
10 Pittsburgh National Bank
Guardi.an's.·Compens'ation
10 Clerk of Orphans'Court DivJsion
Filing this'Account
May
1970
Dec.24
~-----------
.
~...':)..I,
JANICE SHEPPARD
TR-2-A REV.9-62
DISBURSEMENTS
Administrative Expenses
1969
Nov.28 Bloom,Bloom,Rosenberg &Bloom
Reimbursement for cost of petition 4 50
28 Clerk of Orphans'Court Division
Filing Inventory 3 00
1970
Oct.28 Bloom,Bloom,Rosenberg &Bloom
Attorneys'services 10 00
28 Clerk of Orphans'Court Division
I
Filing Order of Court dated 10/26/70 and
certified copy thereof 1 00
1971
Nov.15 Bloom,Bloom,Rosenberg &Bloom
Attorneys'services in re Order of Court
dated 11/12/71 12 50
Costs advanced for filing Orde;:r;of Court
I dated 11/12/71 1 50
I 1979
I
1,652 50
129-23
350 no
2,.131 73
-5-
TR-2-A REV.9-62
I ,
JANICE SHEPPARD
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Income -Common Funds
Common Fund Discretionary Investments'of
Pittsburgh National Bank
1,257 units -4/30/70 to 10/31/71
1,336 units -10/31/72 to 10/31/73
1,433 units -10/31/74 to 1/jl/79
Interest -ShortTerntI:nVest~ents:
General Motors Acceptance Co;r;p •.,$'ho':J:;t 'l'e~
Loan
$10,000 to 2/2/70
Short Term !'nves,tment Fund ;Personal o~
pitts'burgh National Bank
$12,300 -2/9/79 to 4t30~79
Interest -S'aV'tngs':Account
Dollar Savtngs'Bank
2/15/69 to 4/28/79
Assets·A,cqutred
1,094 33
1,318 10
3.918 10
27:8'2.6~
6,330 53
344 47
Depos't.ts·to
Bank
12/16/71
6/12/72
12/5/72
6/12/73
7/6/73
8/6/73
9/7/73
10/3/73
11/5/73
12/3/73
1/7/74
2/4/74
3/4/74
4/3/74
5/3/74
6/3/74
7/3/74
8/2/74
9/4/74
10/1/74
11/4/74
12/2/74
1/7/75
2/5/75
3/4/75
4/3/75
5/9/75
6/3/75
7/2/75
49E,62
;1.,37,42
l40~85.
;1.4]..82
24~7326~95-~~.
2.7 ~0:7
26~..32.
27 ~31,
2_6~~5S
2.7 f,·55
2.7 .,6~9_
25~.1.;1.,
2}\92-
2.7 ~36
2,9..~30
2.8~.49.
2.~",5:6:
29~I\]O
28\87
29:t 9..7
29\;1.,2,
30.24
30.'37 '
29.01
32.45
31.54
32.74
31.83
-6-
...
".;J ..
JANICE SHEPPARD
TR-2-A REV,9-62
8/4/75 33.34
9/4/75 34.54
10/2/75 33.58
11/3/75 34.68
12/2/75 33.88
1/7/76 35.16
2/5/76 35.41
3/4/76 34.04
4/1/76 36.54
5/6/76 35.53
6/7/76 36.87
7/2/76 35.84
8/2/76 37.20
9/1/76 37.37
10/12/76 30.14 I11/3/76 31.29 I12/3/76 30.41
1/10/77 31.57,
2/4/77 31.70
3/4/77 28.77
!4/4/77 31.98
5/4/77 31.09
6/8/77 32.27
7/12/77 31.37
8/8/77 32.55
9/1/77 32.71
10/4/77 31.79
11/4/77 32.99
12/9/77 32.08
1/4/78 33.29
2/2/78 33.44
3/6/78 31.61
4/4/78 35.10
5/2/78 34.11
6/2/78 35.19.
7/5/78 32.,22
8/2/78 33.45
9/14/78 33.6:1
10/9/78 32.66'
11/10/78 33.9:0.
12/4/78 33.9:3
1/3/79 34.,2;1,
2/7/79 34 •.37
3/1/79 31~17
4/6/79 ,34.66
5/2/79 '26;.,,6:8
,'i'
Converst.on of:AS's'ets;W:j:;thout Ga.~n or'LQ$.'?\
Proceeds:wi.thdrawals't.n fu1]'f1ro;m.
savings'account a,t Dollar
Savings'Ba,nk
9/1/76 1,,31o.~O:Q
9/13/76 1QQ~QO:
5/30/78 ·S'O!;O~Q
6/20/78 450,,-0.0.
,,;1,f 910.,0:5,'
Carryi.ng Value .\1.f 9JQ~0..0..\.1L no
"tl t:...~.,.
.';1;:'8:45 !D.."".. .
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TR·2·A REV.9·62
;,
JANICE SHEPPARD
DISBURSEMENTS
Administrative Expenses
Personal Property Tax of Washington County
1971 to 1979
Paid 7/13/71 to 2/21/79
Internal Revenue Service
1972 to 1979 Income Tax
Paid 4/11/72 to 3/30/78
Pennsylvania Department of Revenue
1978 Income Tax
4/5/79
48 35
149 53
21 75
Pittsburgh National Bank
Guardianrs Comepnsation
I
Distributions
Payments to and on behalf of Janice Sheppard
a minor
Canonsburg General Hospital
Professional services
Paid 1/13/75 to 11/18/77
E.L.McCarthy,M.D.
Professional services
Paid 7/9/75 to 12/20/77
The Western Pennsylvania Anes,thes'ia A..ss'-'
ociates LTD
Professional services
paid 8/31/76 to 9/9/76
Dr.Gaisford
Professional services
9/9/76
William B.Donaldson
Dental services
Paid 4/13/78 to 11/17/78
Dr.L.A.;Stein
Professional services
Paid 5/26/78
Anna E.Sheppard
Clothing allowance
Paid 9/15/75 to 6/1/78
K-Mart
Clothing
Paid 1/24/74
590 75
264 10
95 00
1,275 55
500 00
367 00
150 00
1,40 34
810 38
Janice Sheppard
Graduation expense.S'
Paid 2/22/79
Amount transferred to Principal -Personalty
-8-
2SQ 0.0 3,804 49.
4,614 87
3,333 70
7,948 57
.-
STATE OF PENNSYLVANIA,
COU!\'TY OF WASHINGTON,
I~"-i!>',,,'0
~SS:
Personally appeared before me the undersigned authority
__~~..!~.!._~~.~~.p.~~~.!.~.;~p.£..y.;.~.~~E~.~.~.~~~.~.p.¥..~.~.~.~E.~.~.U~~~.~.~.~.~~.~~~.~~_.
guardian of the estate of ~~~.;.~~~?~.P..P..~.~.~~.
.............._ _.__u "u •••,.
minor ,who being duly sworn,deposes and says that the following IS a true and correct Inventory and Stat~·
ment of the personal and real property which are of the estate of the above named minor
PI'l'TSBUR.GlI NATIOnAL BANK
""j r.•(-r':~a-l~).l t·J~y..·..·..···~:fi~·i~nt ..1jt~~~··:~~QE····~··..····..· .
:1No.290~Se'Ptembcr Tcrc~19GB~A.D....-Boon Tcrrace~Inc.~
account Suit in Court of Common Pleas of U.!lishington County at
nlC HorJe Insurance Coonanv--Amount due minc~account scttlcQCnt
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NOTE-If real estate,give street and number,Ward of City,Borough or Township.and
County.!tnd reference to Deed.Mortgage.Volume and Page.
If cash in 'bank,give name of same.
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No._._.._.._l.3.~~of ..:..-,19~_
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In Re Estate
of
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Mlnorlt
GUARDIAN'S
INVENTORY AND
STATEMENT
Fee $..
Filed ~(,6.~./4.I ,19 .
Bloom,Bloom,Rosenberg &Bloom
........................................~n •••••••••••••••••••••••
Attorney.
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-..«f1'~V~4(..B9AI@Ii.It,.x:;:ex;;::::.i3+c .._~?:;"""'!"'C.;tp"'J .....,e<iff ;;t'.h."'.~.;rt1!jiA'••,••LP?X ,;p;:e:a '1n'":!-:-:"*'.h g\J,-*?4I(;_,t..:;a'#A~m",-M~~~!..,.~!4'*'tPK -""*:4"t",Ht¥*F.N'!""'I.-P;.•".f:....,.7'""iI'"3";l''''~''''11l;¥",f~-----~'....~~,"
Estate of
JANICE SHEPPARD,now
JANICE SHEPPARD STEEDE,
A MINOR
)
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In the Court of Common Pleas of
Washington County,Pennsylva'nia
Orphans'Court Division
No.!1231 of 1969
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,do hereby certify that I have att~ined the age of eighteen years
on Apr;1 20,']979 ;that I have examined the account of Pittsburgh National
Bank,my guardian,and Iam satisfied therewith,.and hereby request its confirmati.on by the court.,
I hereby further certify that I am a citizen of The United States of America.
Witness my hand this~~dayOf~7J /h 19 J!L.
WITNESS:
~~~
ADDRESS l/032,ItS/}>/f?eet
C!lNO/VSbOllj til 1$317
TR·968 (4-74)NS
#80793-5
In t4t Cltnurt nf CltntlUtUttt '!tnll nf mnll!Jingtnn Cltnunly.
Jltntt1iylnunin Cl'rp4nns·Qtnurt limllmn
ESTATE OF
JANICE SHEPPARD,NOW STEEDE,A MINOR
1231 OF 1969No.--_-------~
In the matter of the FIRST &FINAL
Account of PITTSBURGH NATIONAL BANK
GUARDIAN
ADJUDICATION AND DEiOREE:-,.~.,.."
An now September 7 ,,19..:I2.-,this matter came on for hearing,
audit and distribution of this session and testimony taken;and thereupon,upon due consideration
thereof of the balance for distribution in the hands of the Accountant is determined to be
$19',497.40 .and the·account is ClccQrdingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by th~Accountant in accordance with the
schedule of distribution hereto attached and made a part h~r~f,unless exceptions hereto,be filed
sec.·reg.or an appeal be taken herefrom sec.leg...
;)BY THE COURT:"
5
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Balance per account $19,049.9
I
Debits per Supplement 495.86CreditsperSupplement48.41 447.4
Balance $19,497.4
Deduct Clerk's Costs &Receipts
Attorney Milton Rosenberg
TO:Janice Sheppard,now Steede
PRINCIPAL -PERSONALTY
Cash advanced per Exhibit No.1 of Supplement
to First and Final Account 500.00
Cash on hand 16,652.59
INCa.1E -PERSONALTY
Cash 2,344.81 19,497.4
NO BALANC
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IN THE .cOURT OF.COMMON PLEAS OF WASHINGTON COUNTY"PA.,.
ORPHANS'COURT DIVISION
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Thursday,September 6,1979
At 9:30 A.M .
Bryan W.Pizzi,II,Esquire
Representing the accountant
,,
THE HONORABLE SAMUEL L.RODGERS,J.
HEARING ON PETITION SUR AUDIT
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=~'~'~E '~2 APPEARANCE :~,'III -:"4'/1'-..,..,,"
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0(In Re:'i ,z Estate ofz~':2:JANICE SHEPPARDO
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iii '_~g 'BEFORE:
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Janet A.Jackson
Official Court Reporter
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THE COURT:Number 69:-1'213:,the Estate..of Janice Sheppard"Pittsburgh National Bank,<-
guardian,Rosenberg,Sewak and Pizzi,a ttorneJ s.
"
e .MR.VLACHOS:If the Court please;Mr .0,••',.
,
Pizzi has turned'in what purports to be all
~Z the necessary papers and states there are noc.i --.-complications and asks that the audit bei.
,.III closed.II;
"
·1 THE COURT:Is there else inZanyone cour
~II·:c!~...interested in the Estate of Janice Sheppard,
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'"'~Pittsburgh National Bank,guardian,Rosenberg,.m
'ie iie Sewak and Pizzi,attorney,s?'IS:v
'"i::;)~
~,(NO RESPONSE ),Ill
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="III,,to,:0:..,~
I THE COURT:The audit in the estate will.,..~'III:be marked closed.::;)
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'·.e (END OF PROCEEDINUS)
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I hereby eert1fy that the proceedings are
Official COU1"t Repoater
By the Court,
The foregoing record of proceedings at
abovecauae is here~y app!'Oved and directed
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transcript of the same.
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the h~arin~in ~~.;
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to be~-f11e'd'i;~",'/,~
contaIned fully and.accurately in the tlt',)tes taken by me at
'iC
j the hearing in the above -¢ansa and that this copy 1s a correct
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-Samuel,L.Rodgers.J.
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IN THE COURT OF CCl\fMON PLEAS OF ALLEGHENY COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE ESTATE
J
OF
JANICE SHEPPARD,NOW BY
MARRIAGE,
JANICE SHEPPARD STEEDE,
A MINOR
RECEIPT
NO.1231 of 1969
In accordance with Section 2 (III)of Rule 3 of the
Court Division of the Common Pleas Court of Allegheny County,re~ipt of the following is hereby acknowledged this ~~
/£/"Ir;;-'./b A..--"'A.D.1971:
/'
Advance Distribution:
Orphans'
Pennsylvania
day of
Cash
WITNESS:
~~~
$500.00
EXHIBIT
l .'I
"
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-
IN THE COURT OF CCNMON PLEAS OF ALLEGHENY COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE ESTATE
OF
.JANICE SHEPPARD t ~10'{!i7 !3Y
r-mAAIAGE,
JANICE SHEPPARD STEEDE,
A MINOR
RECEIPT
NO.1231 of 1969
In accordance with Section 2 (III)of Rule 3 of the
Court Division of the Common Pleas Court of,Allegheny c~ty,
rece:'i.Pt of the following is hereby a8knowledged this~~A.D.197/:
//
Advance Distribution:
Orphans'
Pennsylvania
day of
Cash
~.~~~SEAL)Janice Sheppard Steede
EXHIBIT
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ED
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TR·2 REV.11·62
"
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYVLANIA
ORPHANS'COURT DIVISION
NO.1231 OF 1969
:ESTATEOF JANICE SHEPPARD,NOW STEEDE,A MINOR
SUPPLEMENT TO FIRST AND FINAL ACCOUNT OF
PllTSBURGHNATIONRL BRNK
GUARDIAN
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I 180793-5
PITTSBURGH,PA,
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
AUGUST 29,1979
Receipts Page 3 19,284 32
Disbursements Page 3 2,131 73
Balance 17,152 59
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 4 10,341 79
Disbursements Page 5 7,996 98
Balance 2,344 81
;
NET BALANCE 19,497 40
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JANICE SHEPPARD,NOW STEEDE
TR-·2·...REV.9·6.
THE BALANCE ,CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Cash distributed -See Exhibit No.1,
page 6 500 00
'Cash on hand 16,652 59 17,152 59 I.
I
INCOME -PERSONALTY
Cash 2,344 81
I19,497 40
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JANICE SHEPPARD,NOW STEEDE
TR-2-A,REV.9·62 ,,SCHEDULE A
,PRINCIPAL -PERSONALTY
!EECEIPTS
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.Per First and Final Account filed i9',284 32
Conversion of Assets Without Gain or Loss
tl.979
!\ug.16 Proceeds complete withdrawal from ,
Savings Account at
Dollar Saving Bank 4,850.00
Carrying Value 4,850.00 0 00 I
I28ProceedssaleShortTermIn-
vestment Fund Personal
of Pittsburgh National
Bank @ 100 12,300.00
Carrying Value 12,300.00 0 00 0 00
19,284 32
.
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DISBURSEMENTS
Per First and Final Account filed 2,131 73
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JANICE SHEPPARD,NOW STEEDE
TR·2·A .REV.9·6
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Per First and Final Account filed
Interest -Short Term Investments
Short Term Investment Fund Personal of
Pittsburgh National Bank
$12,300 to 8/28/79
Interest -Savings Account
Dollar Savings Bank
to 7/28/79
9,845 931
408 09
83 87
Assets Acquired
Deposits to Savings Account at Dollar
savings Bank
6/1/79
7/11/79
8/1/79
27.69
26.91
29.27
Conversion of Assets Without Gain or Loss
1979
~ug.16 Proceeds complete withdrawal
Account at Dollar
Savings Bank
Ca~rying Value
/
Miscellaneous
from Savings
1,344.80
1,344.80 o 00
May 24 Treasurer of the United States
1978 Federal Income Tax Refund
-4-
.
3 90
10,341 79
I,
JANICE SHEPPARD,NOW STEEDE
fTR·2·A REV,9·6
"
DISBURSEMENTS
,j
Per First and Final Account filed 7,948 57 I
I
,
,,
Administrative Expenses I',1979
Aug.29 Transaction charge re sale of Short Term
Investment Fund Personal of Pittsburgh
National Bank 15 00
Guardian's compensation 29 51 44 51
7,993 08 !
I
Distributions
May 24 Janice Sheppard
1978 Federal Income Tax Refund 3 90
7,996 98
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;JANICE SHEPPARD,NOW STEEDE "
frR.2.A REV,9'62 ;-j•EXHIBIT NO.1 j
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PRINCIPAL PERSONALTY t-
j
/jTO:Janice Sheppard Steede I
Cash advanced -8/29/79 500 00 I
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Form for Guardian or Trustee
'ttitinn ~ur Au~it
1Jn W~r (@rp~an5·QTnurt nf ma5~in!Jtnn aInunty
Estate of.....~~~.g!?...~~~~~.~....~9.~.;.~y....~.!AGE ....
JANICE SHEPPARD STEEDE
For ..
.............................................................................................,..
minor-i~
Date of trust
or guardianship NQmmEE l4.,.1.~.Q.~..
If there have been former accounts
filed in this estate,list:
Filed at No J.~.~.L of 196..~..
Fiduciarr..·..?n::r..§~Y.E:GH...~T.;J;Q~~K ",
Place of record 123 0 96ofappointmentJf.l ~Q.~.~.~..
Reason for filing this account....:l.!.W.;J;,~.~....§~.r..P.~...§.T.f.f.P..~"..l}.~.~...l§....¥.fAR§....Qf....A~f....QN...AP.R.rL....2.Q.,....l9.7..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 SHEPPARD STEEDE -ENTIRE INfEREST
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 $17,152.59............................................................
Additional debits not shown in account:
(Indicate whether income or principal)
INCOME
INTEREST SHORT TERM INVESTMENTS
INTEREST SAVINGS ACCOUNT
MISCELLANEOUS
Additional credits not shown in account:
(Indicate whether income or principal)
INCavIE
ADMINISTRATIVE EXPENSES
DISTRIBUTION
Balance for distribution
Income
408.09
83.87
3.90
Total additional debits
44.51
3.90
Total additional credits
Principal $....J.?}.J~~..:.?9................................
Income $.........~.}.}±±.:.§.t .........................
Total $....J~.l.±~.?.:.~9............................
$)..l.~.~.7...~.~.§;:..: .
$495.86.................................................
$48.41..................................................
If the balance for distribution is not in .cash,list items held in kind with carrying value designated,and if this is
a distribution account,file elections to take in kind for all items so listed:
..
Set forth accountants sugg'estion as to manner and form of distribution to be made,awards to be stated in pro-
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
TO:JANICE SHEPPARD,NOW STEEDE
ENTIRE BALANCE
COMMONWEALTH OF PENNSYLVANIA,
COUNTY OF~~55
The above named Fiduciary or representative thereof,
being duly doth depose and say that the
facts set forth in the foregoing petition are true to the
<--~.;.--t--best of knowledge and belief.
ESTATE OF
....................................to and subscribed before me
ThiS.....;1..Z.fi.~"~.__daY Of.~..~...~9V...f
SIgnature of OffIC r t.~~~.\!.r..
PITTSBURGH,AL~HENY COUNTY
Title of Officer ~.Y..~P.~.~.I.~.~.I.~~..~~~!.~.~~..~~.~~..?:..;~~~:.~~mber.l'ennsylva~iaAssr.ciation ofrlottl'il:'\1
Office expires .
...............................................................................................................................
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'rtittnn t'ur Au~it
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
1231 9Noof196__
ESTATE OF J.ANJ~.g §.~~P.ARQ.l....NQW..J}Y...
~.ffiGp.J.ANJ~.p.§t1P.P..p.ABP.$..IP.P.R£.
FOR ..
_....·········....··..···....·~I~~~=~..····..···..·......·······..·
PITISBURGH NATIONAL BANK
GUARDIAN
Counsel for the accountant shall submit herewith thefollowing,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.
ROSENBERG,SEWAK &PIZZI..·..··..··....··....·····..········....·····..··....··..··..···..···c~~;~i""·f~;..·;~~~~~t~t:·····