HomeMy WebLinkAboutOC1970-0069 - ESTATE OF MONASTERIOForm for Guardian or Trustee
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Estate of...p.g.nTh§.1',..Q.~~.§.!'?.M!?.n§;§.!;,~);,.~!?..
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Date of trust
or guardianship.R~£~m!?~!.9..),l9.:?!±;..:..
If there have been former accounts .
filed in this estat~,li~:None filed
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Filed at No :.~.~::of 195]9
Fiduciary ;r..~!;,!;,§.!?y.x:gh N.?-.tJgn.§.J ~.§..Th~..2 ;..
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Place of record '
of appointment..N.Q.~~.§.~!?J..J~.?.~Q.~g..~..
Reason for filing this account....p.gnn.§.....1g:'J.~.§.!'?....M!?.n§;§.!;.!'?.~Jg....1?.!'?.£.§;ill!'?....~J....Y.~.~);,§....Q.+....§;g,~...p..~£.~mJ?.~.;:....~.~.'-.J.9..§.~.
All persons having any interest,vest~~or continge~t(inc1uditrg c1aim:nts),in the fund n~w before the Court,
with the nature .)f their interests are:,'
.'Donna Louise Monasterio,former minor-~Entire Interest
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 requiriri~'adjudication~'by the C6urt or difficulties that must be met in distribution:
Former minor sets forth that she,was born December 22,1947;however,Petition for
"Appointment of Guardian sets forth that 'she was'born December 22,1948.
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Balance for distribution per account,
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Principal $..A.1..9.?.~.~.!.~..........................
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
Total additional debits
Total additional credits
Principal $?!,).9..?§.,.1f...
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Income $.::::::::.:::::.::.::.:..
Total . .$~.)..Q.??..~J~.
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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DONNA LOUISE MONASTERIO,
A Minor
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In the Orphans'Court of
Washington County,Pennsylvania
No.69 of 1970
DECLARATION AND REQUEST
FOR CONFIRMATION OF ,ACCOUNT
I,the undersigned,DONNA LOUISE-MONASTERIO,do here by certify
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that I was born December 22,194~,and became twenty-one years of agefllp1.S~.t December 22,196}.(;that I have examined the account of Pittsburgh,Nationa1
Bank,my Guardian,and I am s'atisfied therewith,and hereby request its
confirmation by the Court.
I hereby further certify that I am a citizen of the United
Stc.tes of America.
Witness my ha~d this
~a/J/.day of -~;1970.
WITNESS:
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~4<'i!5~~DONNA LOUISE MONASTERIO
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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 speci:1c amounts or items are designated by instrument under which estate is being distributed:
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To Donna Louise Monasterio--Entire balance after costs of audit of this accounting
(See Stipulation of former minor attached hereto)
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COUNTY OF ,WASHINGTON,
COMMONWEALiiI OF PENNSYLVANIA,.....,
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The above named Fiduciky or representative thereof,
being duly.......§.~2E~......:·....;:.doth depose and say that the
facts set forth i;;'the foregoing petition are true to the
best .of ;:his :~.knowledge and belief.
.Sw~u;n to and subscribed before me
And your petitioner will ever pray,etc.
PITTSBURGH NATIO AL BANK
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Assistant Vice President
This,,..!j.,day of M~.t'.~~l ~.z9
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Signature of Officer..~(.:~,
Title of Officer _NQ.t.a.t'J/'F.u.b.lic ..
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Office expires :[~P.E.~.~.D~,;J;."*.~.?}:..
r.1ABEl E.RUTAN
IWTARY PUBLIC
WASHINGTON.WASHINGTON COUNTY.PA,
MY COMMISSIO:-J EXPiRES FEl3RUARY I,1973
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OF WASHINGTON COUNTY
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fORM USED FOR GUARDIAN-INCOMPE-TEN'iI'S f,~A RIN0
-OR-TRUSTEES REGISTER O~1'vYIL'LS
WASHINGTON1Qb.;PA.
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Counsel for the accoUntant shall submit herewith the
following,if pertinent:
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Will or trust instrument-attested.
Inventory..
Signed elections"of iteIJ;l;to be taken in kind-
if distribution account.
Stipulation or certificate by minor'approving
account.'''
]Praecipe for those represented.
Brief-for'.any question of law raised.
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Counsel for accountant.
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ESTATE OF NO.__-i.6L;9~O..L.f~1.&...:9~7~OL...-----__
Donna Louise Monasterio,In the matter of the,__F_ir~s_t_a_n_d__F_in_a_l_
a minor.Account of Pittsburgh National Bank
Guardian
ADJUDICATION AND DECREE
And now:M·arch .~;-,19-1..SL,this matter come on for hearing,
audit and distribution crt this session and testimony token;and thereupon,upon due consideration
thereof thsffolance for distribution in the hands of the Accountant is determined to be
$.'1,0 ..12 .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 astribution hereto attached and made.a part hereof,unless exceptions hereto be filed.
se.c.reg.or orr appeal be taken herefrom sec.leg.
SCHEDULE OF D-IS-T-R-IB-U~T-I-'O....,..N-H7'-"---T.~+-~~
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Balance per account $4,058.12,
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ealance $4.058.1
Deduct Clerk's Co~ts &Receipts 16.50 ~4.,041.6AttorneyMcCreight,Marrln~r &.McCreight W./t,.5o.4-rv.,..~tJ(}
Donna Louise Monasterio,balance,y.041.62 -.--or
No balanc
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IN THE COURT OF COMMON PLEAS OF WASffiN::i TON COUNTY,PENN .
ORPHANS'COURT DIVISION
National Bank and the attorneys are McCreight,Marriner and
Louise Monasterio,aLminor.
DONNA LOUISE MONASTERIO,
IN RE:
No.69 of 1970
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Frida~,;March 20,1970,at 10:00 o'clock A.M.,
EST.
HEARING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
Number 69 of 1970,the estate of Donna
The Guardian is the Pittsburg
.McCREIGHT,MARRINER &McCREIGHT,ESQS.
of Washington,Pa.,representing the Accountant.
Mr.John McCreight?
May it please the Court,I have the Petit'n
MrCreight.
MR.KcCRE IGHT :
ESTATE OF
vilI:IIIl-ll:~THE C'JURT:IIIlI:
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itotilc APPEARANCES:
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~z~a minor.
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for Audit and Praecipe for our appearance.Attached to th'
Peitition is also a Declaraction and Request for Conf~rna 'on
of Account signed by Donna Louise Monasterio.The Court w'1
note that while the petition for appointment of a guardia
sets forth the minor's birthdate as December 22nd,1948,
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this minor's estate?
the minor claims now to have been born December 22nd,1947,
and so declares in her Declaration.However,she's attaine~
majority by either date,so I see no complications.,
THE COURT:
(NO RESPONSE)
(AUDIT CLOSED)
Is there anyone else in Court interested ii
The audit of this account is marked
by the Court.
COURT:
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,That I,DONNA LOUISE MONASTERIO,
having attained the age of twenty-one years,do hereby acknowledge that I
have this day received of and from PITTSBURGH NATIONAL BANK,my guardian,
duly appointed by the Orphans'Court of Washington County,Pennsylvania,
the EU~-o~.FOUR THOUSAND FORTY-ONE AND 62/100 ($4,041.62)DOLLARS,being
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the c.mount·awarded,me"ai 'ijC).69 of 1970.of the Court of Connnon Pleas of
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Washingto~-C~~nty,P~~nsylvania,Orphans'Court Division,in full satis-
faction 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 account-
able,and I do,therefore,by the§~presents,re~fse,release,quit-claim,
and =orever discharge the said PITTSBURGH NATIONAL BANK,and its successors,
of and from the said guardianship,and 0"£and from all actions,suits,
,paym~nts,reckonings,claims,and demands whatsoever,for 'or by reason
A.D.,1970.
I have nereunto set my hand this -----IN WITNESS WHEREOF,'-,U-iaUj
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v DONNA LOUISE MONASTERIO '
WITKESS:
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~.--In the matter or the Audit or Account in
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Estate or'DONNA LOUISE MONASTER.IOi }
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No.69 of·-'--.19~A.A..
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.'.....TO THE AUDITING.JUDGE:'.'".
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Enter our a'ppearan~~ror ac·cOUritant,.'l'IT.TSBURGH NATI.·ONAL ..BANK,
McCREIGHT,.MARRINER &Mc~REIGHT
. •.....'...'by Q~tB-;;;;r~~i&..,-r;7·day or .March .:.1970V-
N.B.--:'Counsel shall.by separate p!lper.present a 'concise statement or each
claim,~'ith supportin;calculation 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 regard..
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COMMO~WEALTH OF PENNSYLVANIA )
COUNTY OF WASHINGTON ).,S,:'':>.:
Assistant~vtce President
Chas.E.En low,.i'.r.lollJtxff.fUEX'for....the';wi thin named accountant,being duly
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sworn according to law,deposes and says ~hat the foregoing account as stated"~:
true and correct as he verily believes.
Sworn and subscribe
t hi s --'l I day 0 f "";:""-,j...ldo='6c-l--'--1970~~~~
Register
PITTSBURGH NATIONAL BANK
BY ~~-AL~
AssiEta~~~~~~dent
WASHINGTON COUNTY,SS.:
)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 G~urt,as evidence by
proofs thereof filed to No.bE -70-~
Wi tn~s:Y hand an:!official seal this ;:L/h-'/'
day of _~,19 70
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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 DONNA LOUISE MONASTERIO,A MINOR
FIRST AND FINAL ACCOUNT OF
PITTSBURGH NRTIONRL B:FlNH
70
GUARDIAN
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)NO.80269-2
PITTSBURGH,PA.JANUARY 8,19
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Page 2 $2,586.00
Amount transferred from ;
Inco~e-Personalty 1,701.62 $4,287 62
..Disbursements Page 2 229 50
>oIIl........Balance $4,05,,,
SCHEDULE B
INCOME -PERSONALTY
Receipts Page .3 $.1,810 23.f,
-,Disbursements Page 3 $108.61
Amount transferred to
Principal-Personalty 1,701.62 1,810 23
Balance.
NET BALANCE $'4,05
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY .i
Cash $'4,05
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DONNA LOUISE MONASTERIO
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rR.2A REV.9-62
SCHEDULE A,
PRINCIPAL -PERSONALTY
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RECEIPTS
1954 ~2,586)ec.20 Inventory fi~ed 00
Assets Purchased and Acquired
1955
Jan.26 $3,400 Bonds United States.Savings Series E
due 9/1/64 $2,550 00
1964
Sept.9 Deposit to savings account at Dollar
Savings Bank 3,370 00
$5,920 00
Cash disbursed to ,purchase and acquire
above assets 5,920 00 0 00
Conversion of Assets without Gain or Loss
1964Sept.3 Proceeds redemption $3,400 Bonds United
states Savings Series E due 9/1/64,at
102.56 (portion of proceeds allocable to
principal)$2,550.00
$Carrying value .2,550.00 0 00
1969 ,
Dec.10 Proceeds withdrawal in full savings account
at Dollar Savings Bank 3,370.00
Carrying value 3,370.00 0 00 0 00
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2,586$00AmounttransferredfromIncome-Personalty
for investment and distribution 1,701 62
$4,287 62
.DISBURSEMENTS
--"Administrative Expenses
1954'~.,..
Dec.17 Clerk of Orphans'Court Division -
Filing petition for appointment of
$6guardianandguardianinventory 501970
Jan.8 RUssell Marin9,Clerk of Orphans'Court
Division -
Filing ,this account 18 008McCreight,Marriner and McCreight -
Attorney's fee 50 008PittsburghNationalBank-
Guardian's compensation 155 00
.,$229 50
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DONNA LOUISE MONASTERIO
TR-2A REV.9-62
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
,
Interest -Bonds
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United States ~ir76fts Series E ~$3,400 -to 937 04
Interest .-Savings Account
Dollar Savings Bank
To 12/1/69 873 19
~1,810 ""3c.
DISBURSEMENTS
Guardiants compensation $108 61
I Amount transferred to Principal-Personalty.
,for investment and distribution 1.701 62I
~1,810 23
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