HomeMy WebLinkAboutOC1970-0068 - ESTATE OF MCCARRELLI
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Form for Guardian or Trustee
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Estate of ~.~.~.~.~~~.~..}i~~~EE~.~.~.?~.«::~.«::~.~.«::.~.
For ~~.~.~P.-~.U.?i.~.1?~J.h ~~J.tJ1£.Q~];.!:!?JJ .
Filed at No ~.~of 19ih7.J)
Fiduciary f..~.t..t..~J;m.r.gh..N.a.t.i.Q.nal...B.ank".
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Place of record "'
of appointment..W.D.L..:!}gg.~~.7..~p.~g!?..}§.2 ..
Date of 1lOlst deathoax~D~~..~mb.~x;.l.9..~.l.9..6.3 .
If there have been former accounts .
filed in this estate,list:Acc.ount of William W.McCarrell,Executor of Estate of Bessie B.
McCarrell,deceased,filed to No.161 of 1965 A.A~
Re~son for filing this accouJ.t.~~.~.~E ~.!.~.~.~1?!7.~.h ~.~.l!...~~.~.e.E.E.!7.U ..).!7.!7.~~~~.LY.~:?:E~2.L.~g,~2!L ... ..November 25,1969 .. .
All persons having.any interest,vested o~r'tontingenf (includ[n'g claimants),in the fund now before the Court,
with the natur~of their interests are:. , .
Susan Elizabeth Bell McCarrell--former minor--Entire Interest
All of said.parties have r6ceived notice as required by the Court Rules except as follows:.
No exceptions ..-
The fund now before the Court is subject to the following taxes:'...v
None .'
Set forth any legal proble~s requiri~~adjudig~tionby the'd;hrt or difficulties that must be met in distributio~:
Codicil dated July 12,1950,to Last'Will and.Testament provides in part as follows:
TWENTIETH:I give and bequeath;as my fir~t bequest and first legacy
to be paid prier to all the other bequests-and legacies made in my will
of December 9,1947,the sum of One Thousand ($1000.00)Dollars to my
namesake,SUSAF ELIZABETH BELL McCARRELL,daughter of William W.
McCarr~ll~the.same to be paid to the Washington Union Trust Company as
Guardian of thE estate of said minor,the same to be paid to be ·fr'ee and
clear of all t~x and taxes;and I do hereby authorize my said Guardian to
invest the saic bequest in a home for the parents of the said minor should
they desire to build or purchase a home;the said bequest to be secured
however by the parents to the Guardian by note or mortgage.
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.Balance for distribution per account,Principal $.J.9..§.~..~l .
Additional debits not shown in account:
(Indicate whether income or principal)
Additional credits not shown in account:
(Indicate whether income or principal)
Balance for distribution
Income
Totaladditional d~bits .
Total additional credits
Principal'$19..9 61 ..
$::::::.:.::::.
$..~~.~~.
$..~~.~:.
Income
Total
$.:.:::::::::::::.
$..l9.Q fl ..
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
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Estate of )
)
BESSIE B.McCARRELL,)
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deceased,)
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for )
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SUSAN ELIZABETH BELL McCARRELL,)
)
a minor )
In the Orphans'Court of
Washington County,-Pennsylvania
No.68 of 1970
DECLARATION AND REQUEST _
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,SUSAN ELIZABETH BELL McCARRELL,do hereby
certify that I was born November 25,1948,and become twe~ty-one years -
of age Nov=mber 25,1969;that I have examined the ~ccourtt of Pittsburgh
National B~nk,Washington,Pennsylvania,Guardian under the Will of
Bessie B.~Carrell,for Susan Elizapeth Bell McCarrell,a minor,and I
am satisf~=d therewith,ind hereby request its confir~ation by the Court.
I hereby further certify that-I am a citizen of the United States
of America-.
Witness my hand the -/7 day of _---+-'.~,1970.
WITNESS:
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•<-,~~;.,..)Set forth accountants sugg~stion as to manner and form of distribution to be made,awards to be stated in pro-
'J portions unless specific amounts or items are designated by instrument under which estate is being distributed:
To Susan Elizabeth Bell McCarrell--Entire Balance after costs of audit of this accounting
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(See Stipulation of former minor attached hereto)
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COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,~55
The above named Fiduciary or representative thereof,
b · .d I sworn d "h d hemguy....................................ct epose and say t at the
facts set forth in the foregoing petition are true to the
best of....J:th~JrnowJedge and belief.
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...SXi'.Q.r..:O'to and"}nibscribed before me
This /:day of_~~sh 19lS...?.O '
Signature of Officer /:?/.k..~/.£~.........
Title of Officer :J~~9.t.iil.r.y.fu!?l:j,f...
Office expires ::F.~b.X'J,\iil.r.y.l"l9..7...J .
MABE~E.!RUTAN
NOTARY F.'UBLIC
WASHINGTON,WASHIt\GTON COUNTY.PI\.
~qV COMMISSION EXPIRlS FEBRUARY 1,1973
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OF WASI-IINGTON COUNTY
FORM USED FOR "GUARDIAN-INCOMPETENTS
-OR TRUSTEES
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Guardian
Counsel for the accountant shall submit herewith the
fono~ing,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 c'e:rtificate by minor approving
account.'
5.Praecipe for those represented.
6.Brief-for.any q~estion of law raised.
Sanford:~.Finder.....................................~.
Counsel for accountant.
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ESTATE OF N 68 of 1970o.._~~~:.......::!:....._u_~_
Susan Elizabeth Bell McCarrell In the matter/of the First and Final.
a minor.Account of Pittsburgh National Bant
Guardian
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SCHEDULE OF DISTRIBUTION
",'.196.21Balc:ince per account •I $.
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Balance $196.21
Deduct Clerk's Co~ts &Receipts 10.50
$185.71
Attorney Sat,ford S.Finder POl./Il.6"0-1
(~flAADOO~Susan Elizabeth Bell McCarrell,balance,185.11
No ba1ene
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ADJUDICATION AND DECREE
And now March g'L,19 70 ,this matter came on for hearing,
audit and distributior at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be.
$ .196.21 .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 distributi:>n hereto attached and 'made 'a'part hereof,unless exceptions hereto be filed
sec.reg.!::Jr·an appeal be taken herefrom sec.I~~;:
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IN THE COURT OF COMMON PLEAS OF WASHINGTON CONNTY,PENNA.
ORPHANS I COUR T DIVISION
BESSIE B.McEAR'RELL,
HEARING ON AUDIT
Friday,March 20,1970,at 10:00·o'clockA.M.,
EST.
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
No.68 of 1970
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SANFORD S.FINDER,Efii~.,of Washington,Pa.,
repres enting the Accountant.
ESTATE OF
IN RE:
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'i~BEFORE:Q
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~ApPEARANCES:
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National Bank is the Guardian for Susan Elizabeth Bell McCarrell
the es tate of Bessie B.Mc Carrell,dler:n?ino·rd
Court interested in the estat'eJof this minor?
The last case of Mr.Finder's is number 68 of 1970,
The Pittsburgh
Is there anyone els e inandtheattorneyisSanfordS.Finder.
aj,THE COLJR T:II:'III..'a:'oII.IIIII:
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(NO RESPONSE)
THE COURT:The audit of this account is ordered closed by the
Cotlrt.
( AUDIT CLOSED)
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The foregoing record of thepro~eedlngsupon.the hearing of th
i hereby certify that the proceedings and evidence are contain
cause,and that this copy is a correct transcript of the same.
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Z~fully and accurately in the notes taken by me on the hearing of the above
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iii above cause is hereby approved and directed to be filed.II:E.
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'RECEIPT AND RELEASE
Kl'lOW ALL MEN BY THESE PRESENTS,that I,SUSAN ELIZABETH BELL
McCARRELL,having attained the age of twenty-one years,do hereby
acknowledge that I have this day received of and from PITTSBURGH NATIONAL
BANK,Guardian under the Will of Bessie B.McCarrell,deceased,for
Susan Elizabeth Bell McCarrell,the sum of ONE HUNDRED EIGHTY-FIVE AND
71/100 ($185.71)DOLLARS,being the amount awarded me at No.68 of 1970
of the Court of Common Pleas of Washington County,Pennsylvania,Orphans'
Court Divis~on,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 MATIONAL 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 thi'~'mtiA<:A,v
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day Of~~J J ,A.D.,1970.
WITNESS:
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~·f ..I~COMMONWEALTH OF FENNSYLVANIA ))
COUNTY OF WASHINGTON 8S.:
Assistant Vice President
Chas.E.Enlow,~~for thewfthin named accountant,being duly
sworn ~I.'ccording to law,deposes and says ~tflae:'the foregoing account as stat~·d":tS'-
true and correct as he verily believes.
Sworn and subscribed
t his ?z I day of -~f.--"~;..J,L-1970~'-
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T Register
WASHINGTON COUNT!,SS.:
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PITTSBURGH NATIONAL.BANK
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Assistant 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 pres~ribed by
Statute and Rule of Court,a6evidence py
proofs thereof filed to No.3 -7D-Ic .
Wi tn~my hand and official se!:!.1 this 02C'=!
day of"L~,1970
Register of Wills
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TR·2 REV.9·62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF BESSIE B.McCARRELL,DECEASED
FIRST AND FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BRNK
GUARDIAN UNDER WILL FOR
SUSAN ELIZABETH BELL McCARRELL .,
NO.80650-7
PITTSBURGH,PA.JANUARY 8,1970
S U MMA RY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Page 2 $2,032.12
Amount transferred from
Income-Personalty 146.59 $2,.178 71
Disbur~ements Page 3 -'];""982 50
Balance .$.196 21
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SCHEDULE B
INCOME -PERSONALTY
Receipts'Page 4 $155 95 ..
Disbursements Page 4 $9.36 .,
Amount transferred to
Principal-Personalty 146.59 155 95
Balance 0 00.
196 121NET.BALANCE $
THE BALANCE CONSISTS OF THE FOLLOWING:
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PRINCIPAL -PERSONALTY ..
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Cash ..~.196..21....
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BESSIE B.'McCARRELL
TR.2A REV.9-62
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SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
William W.McCarrell,Executor of the
Estate of Bessie B.McCarrell,Deceased -
Cash awarded per deGree dated 6/21/65 at
No.161 of 1965 $2,032 12
,
Assets Acquired
1965
Aug.6 Deposit to sav:ings account at Dollar
Savings Bank $2,015 00
Cash disbursed 'to acquire above asset 2,015 00 0 00
Conversion of Assets without Gain or Loss
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Proceeds withdrawals in full s,avings
account at Dollar Savings Bank -
9/21/66 -,$1,050.00
6/16/67 753.0012/8/69 212.00
2,015.00Carryingvalue2,015.00 0 00
$2,032 12
Amount transferred from Income-Personalty
for distribution 146 59
$2,178 71
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BESSIE B.McCARRELL I
TR-2A REV.9-62
DISBURSEMENTS,
Administrative Expenses
Clerk of Orphans'Court Division -
Certified copy of will 2 petitions and
orders for allowance -paid 7/30/65 to
6/14/67 $19 50Sanford.3.Finder -
Profes3ional services re petitions and
orders for allowances --paid 9/12/66
and 6/14/67 100 001970
Jan.8 Russell Marino,Clerk of Orphans'Court
Division -
Filing this account 18 008SanfordS.Finder Attorney's fee 25 008PittsburghNationalBank-
Guardian's compensation 120 00 ~282 50
Distribution
Payments to and on behalf of Susan Eliza-
beth Bell McCarrell,a minor -
Susan Elizabeth Bell McCarrell -
I Educational allowance -paid 9/12/66 and
6/14/67 1.700 00
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~1,982 50
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BESSIE B.McCARRELL'
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TR.2A REV.9-62
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS.
Interest -Savings Account
Dollar Savings Bank
To 12/1/69 $155 95
DISBURSEMENTS
Guardian's compensation $9 36.
Amount transferred to Principal-Personalty
for distribution 146.59
$'155 95
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