HomeMy WebLinkAboutOC1970-0049 - ESTATE OF PATTERSONForm for Guardian or Trustee
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'Estate of J.Y.g.y .Kfj.Y.~f:\uJ~r.I?QtL..........................................Filed at No lt.9.of 19tf.:...lO
...:nQ:w.:...by adQ.p.J;.iQl1....................................................Fiduciary f..t.tt~J?M..r.gb ~.fj..tJ.Q.nf);l ~.fj..nk"'..
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Date of tt:Ust .October 18 1956orguardlanship._1 ..
If there have been former accounts
filed in this estate,list:None filed
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Place of record
of appointment..~g.f...).z.~.Q.f..J9..?.§Q.~g,.~..
Reason for filing this account..J1J.P.:g.r...~.p..~.~.tim~;n y.eax:s.af age Qp.p.~£gmJ?gr.....§.~l9..§~9.,.
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All persons having any inter®t,vest~d orY"Con1::,ingent;:(including claimants),in the fund now before t~~Court,
with the nature of their interests are:'..
.,
Judy Kay Patte~son,now by adoption;Judy Kay Waltz,former minor--Entire Interest
All·of said parties have received notice as required by .the Court Rules except as follows:....
No exceptions ............~...
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The fund now befare the Court is subject to the following taxes:
None
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Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
Minor was ·adopted by Herbert·Edward Waltz,Jr.,and Ruth E.Waltz,and assumed the
name Judy Kay Waltz,in the Orphans'Court of '~~ff~~ff County on December 23,1958
,Allegneny
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Balance for distribution per account,Principal $.t1.~.9..t!..~.~..
Additional debits not shown in account:
.(Indicate whether income or principal)
Additional credits not shown in account:
(Indicate whether income or principal)
.Income
Total additional debits
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T,4
Total additional credits
$:::::::::::.:.:.:.:..
$..J[Q.lJ,~.
$~.'?:':!:~.
Balance for distribution Principal"$J.J.~.§J..~.~.;L .
Income
Total
$..:.::'.::-.::'.:::::::::.:::::..
$JJ.~§1.!.2J..
1f1the 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
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Estate of
JUDY KAY PATTERSON,
now by adoption,
JUDY KAY WALTZ,
A ,Minor
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In the Orphans'Court of
Washington County,Pennsylvania
No.49 of 1970
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DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,JUDY KAY PATTERSON,now by adoption;,JUDY
KAY WALTZ,do hereby certify that I was born December 6,1948,and became
twenty-one years of age December 6,1969;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 here.by further certify tha't I am a citizen of the United States
of lbnerica.
Witness my hand this '~~,1970.
WITNESS:
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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 3pecific amounts or items are designated by instrument under which estate is being distributed:
To Judy Kay Patterson,now by adoption,Judy Kay Waltz,entire balance after costs
of audit of this accounting
,
(See Stipulation of former minor attached hereto)
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COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly ~.~9.E~.,_doth depose and say that the
facts set forth in the foregoing petition are true to the
best of his Jrnowledge and belief.
...S.w.Qr.n do and subscribed before me
This .;9.;~..day of :Ma.t.ch 19l)ZQ/'-_.~LJ
Signature of Offi~e~.:2~e/G:~..
Title of Officer }~9..i;:.~EY.~~J?.g.c::.
Office expires..,f.~1?E).!~EY.t,J~.?}.
MABEL E.RUTAM
NOTARY PUBLIC
WAsHiNGfON,WASHINGTON (()UNrf,PA".-
MY COMMISSiON EXPIRES FEBRJARY 1,1973
And your petitioner will ever pray,etc.
PITTSBURGH NATIONAL BANK
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Assistant Vice President
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IN TI-IE
ORPI-IANS'COURT·
OF WASI-IINGTON COUNTY
FORM USED FOR Gl.!ARDIAN-INCOMPETENTS
-OR TRUSTEES
.-.'49".70Noofl~.
ESTATE OF J.~.~y.~9:y.g~.~.~.~~.~.9.g".
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Guardian
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Counsel for the accoun~t shall submit herewith the (
following,if pertinent:.•I\~;
-:,If
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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.
McCre~ght,Marriner &McCreight....................................................................................................................................
Counsel for.accountant.
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF WASHINGTON )SS.:Ass.istant.Vice President
Chas.E.Enlow/~~Xfor the withj.n.:,.-',.~
named accountant,being duly
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sworn-according to law"deposes and says·"thaf the foregoing account as s tated is
true and correct as he verily believes.
Sworn a~~Ubscri~re methis/0-'-day of ~
1970
-~~Register
WASHINGTON'COUNTY,SS.:
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PITTSBURGH NATIONAL BANK
By---tiil~~......
.sr~t:~x&~d~~Assistint Vice President.
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 !y
proofs thereof filed to No.£2-5 -7()-k...
Witn~m~~~and official seal this -?~
day of ~~'19 70
~R02 9tfu.n~Jdvcr"",--_
Register of Wills
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TR·2 REV,9·62
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF JUDY KAY PATTERSON,A MINOR,
NOW BY ADOPTION JUDY KAY WALTZ
FIRST AND FINAL ,ACCOUNT OF
PITTSBURGH NRTIONRL BRNJo<
GUARDIAN
NO.80293-5
PITTSBURGH,PA.JANUARY 8,1970
·t,;.
SUMMARY
SCHEDULE A
"PRllWIPAL -PERSONALTY
,
Receipts Page ,2 $875.00
Amount transferred from,"
Income-Personalty 509.31 $1,384,..31
Disbursements.Page 2 122 38
Balance $1,261 93
SCHEDULE B
INCO~1E -PERSONALTY
Receipts Page 3 $541 15
Disbursements Page 3 $31.84
Amount transferred to
Principal-Personalty 509·31 541 15
Balance ..0 00
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.NET BALANCE'$1,261 193"
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THE BALANCE CONSISTS OF THE.FOLLOWING:
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PRINCIPAL -FE RSONALTY f a_
4'Cash $1,261 93
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JUDY KAY PATTERSON
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JUDY KAY PATTERSON
TR.2A REV.9-62
SCHEDULE B •
',~INCOME -PERSONALTY -'t
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RECEIPTS
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Interest Savings Account .,-.
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Dollar Savings Bank
To 12/1/69 $541 15
DISBURSEMENTS
Guardian's compensation ~31 84
.Amount transferred to Principal-Personalty
for investment and distribution 509 31
~541 15
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1111 tIll"®r.pllttl1S'(!ToHr1 ,of liJusIltngton C!IOltl1tyI'
-In the matter or the Audit of Account in
Estate or'JUDY KAY PATTERSON now
by adoption JUDY KAY.WALTZ
TO THE AUDITIXG JUDGE:
No,:.-11.·'or'
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-'Enter our a'ppearimce ror acb'ouhtarit-/~ITTSBURGH 'N~TIONAL BANK,
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McC~eight,_'Mar~in~r &McCrei~ht
t --r"Cia'"or March .,70•~J •19 ___
N.B.-:'Counsel shall.by separate POl per.present a concise statement or e:l.ch
claim.with sUPPol-tin?:c:l.lcu1:J.tion 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 re;ard.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
now Judy Kay Waltz,a minor.Is Mr.McCreight's office represen ed?
HEARING ON AUDIT
Number 49 of 1970,the estate of Judy Kay Patter on,
No.49 of 1970
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(NO RESPONSE)
Friday,March 20,1970,at 10:00 o'clock A.M.,
EST.
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
McCREIGHT,MARRINER &McCREIGHT,ESQS.
of Washington,Penna.,representing the Account nL
INHE:
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~APPEARANCES:~Q
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~THE COURT:
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ESTATE OF
IJUDY KA ~PATTERSON,
~now JUDY KAY WALTZ,
:c>..I •~a mInor.'
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THE COURT:We will pass this audit for the moment and also
the next two audits which are represented by the same attorneys.
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THE COURI':Mr.McCreight,are you ready with your ca es?
MR.McCR3 IGHT :Yes,Your Honor.
THE COURT:The next audit will be 49 of 1970,the
Estate of Judy Kay Patterson,now Judy Kay Waltz,presumabRY
a minor.The Pittsburgh National Bank is the guardian and
the attorneys are McCreight,Marriner and McCreight.
Mr.John McCreight?
MR.McCREIGHT:If the Court please,I have the Petition
of the guardian.
interested in this minor's estate?
place in Allegheny County.
a Declaration and Request for Confirmation of the Account
All right.Is there anyone else in Court
The audit of this account is ordered ClOSEd
Was the adoption in our Court,Mr.McCreig~t?
No.If the Court please,the adoption too}
(NO RESPONSE ) .
by the Court.
signed by Judy Kay Patterson,now by adoption,Judy Kay
Waltz,who has attained her majority.There are no com-
plications except the notation of adoption and I assume
that this was the minor's own fund which was in the hands
for Audit,Praecipe for our appearance on behalf of-the
Accountant.There is attached to the Petition for Audit
McCREIGHT:
COURT:
COURT:
COURT:
iii0:III~THEo0..'"0:
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(AUDIT CLOSED)
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1 hereby certify that the proceedings and evidence are contained
t:ause.and that this copy is a correct traDS,crlpt of the same.
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The toregolag record of the prol.:eediDp uP;Otl-the hearing of t
c....~fUlly and accurately in the notes taken by me aD tile heariag of the,above
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~above cause 18 hereby approved and directe~to be fUed.
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'~u t1Je abntrt'of C!tammnu 'hus of lfa.s1}iugtnu Qtouuty,
.'euusyluauia,~rp4ausf C!tnurt Dimaiou
ESTATE OF
Judy Kay Patterson,now In the matter of the__F=-.=i.=;.r.=.s..::.t-:::a::.;;n:.::d--=...F.=.i::.;;n:.::B=l
Judy Kay 1'1a1t z•
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Account of Pittsburgh National Bank
Guardian
$1 261.
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j~.:-~~~~.~~$1,.261.93Balance~_
SCHEDULE OF DISTRIBUTION
Balance per account --'-_
ADJUDICATION AND DECREE
And now April I ,19JJL.,this matter came on for hearing,
audit and distribution at this session and testimony t~ken;and thereupon,upon due consideration
thereof th6balance for distribution in the hands ~f the Ac.countant.is deter~i~ed to be.
$.1,2 1.93 ...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 here~o attached and made a part hereof,unless exceptions hereto be filed
sec..reg.:or,an appeal be taken herefrom sec.leg.'.
Deduct Clerk's Costs &Receipts'-_
Attorney ~McCreight,Marriner &:McCreigh~
10.50 $1,,2$1.4J
Judy Kay ,P8;t,t'e~~son,now Judy Kay Wal~z,balance,l2$1',4J
No balance
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,That I,JUDY KAY PATTERSON,now
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by adoption,JUDY KAY WALTZ,having attained the age of twenty-one years;
do hereby acknowledge that I have this day received of and from PITTSBURGH
NAT~O~~~BARK,my guardian,duly appointed by the Orphans'Court of,
Washington County,Pennsylvania,the sum of ONE THOUSAND TWO HUNDRED FIFTY
ONE and 43/~00 ($1,251.43)DOLLARS,being the amount awarded me at No.49
of 1970 of the Court of Common Pleas of Wa~hington County,Pennsylvania,
Orphans'Court Division in full satisfaction and payment of all claims of
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 s~ccessors,~of arid·from the said guardian-
ship,and of and fr9m all actions,suits,payments,reckoning~,claims and
demands whatsoever,for or by reason thereof.
1M WITNESS WHEREOF,I have hereunto set my qand 'th~s :q.~
.a?~day of _......_"-""~"_=-;;.=."""-'A.D.,19-Z.f:..
.~){I tfJUDY.Y TERSON
Now by adoption:2J~~Z (SEAL)
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