HomeMy WebLinkAboutOC1970-0092 - ESTATE OF TAKACH-.-~--~-----~--------------------------~-,..,....----------.....-,
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Form for Guardian or Trustee
'rlUton §ur 1\u~u
11n IDl1r (@rpl1an!i·QIonrt of lIa!il1ington aIonnty
Estate of ~.~.~.~.~~.~.~~.:.!::.t...~!.~!.~.
Zuzi Takach a/k/a Susie Takacs,a/k/a
...........M ?..
M ~M)?;.:i,I.~k~.~.§."~.l..k..I..~~.llki r..g~g!t.~.
:mmo~incompetent-xmxNllllmx
Date of t~st.Februar 28 1969orguardlanshlpY.?..
If there have been former accounts
filed in this estate,list:None filed
Filed at No ?.~of I g~.?g
Fiduciary ~.~E:E:.~.~~E~~~.~.~.~.?.~.~.!~.~.~~.t...
Guardian..
Place of record
of appointment.Ng.l\§.9.9.L.l9..§.9...
Reason for filing this account...p..~.~.~.~~J...!.~~.~.~I?~E.~~E 9.~!?~.~.~~~~E ~§..?}2.?2 ..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
John A.Takach )
Thomas Takach )
Susan Stimak )
Anna Sabol )
Sons and daughters of deceased incompetent~
Notice only.
John A.Takach,Executor of Estate of Susie Takach,deceased--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 tax~~:
~~l ..•:.•
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 $13,662.8"7............................................................
Mathew and Helen Durka--December Rent--418 Murray Avenue
Additional debits not shown in account:
(Indicate whether income or principal)
Income
Interest on United States Treasury Bills:
~$10,000 face value 8/8/69 to 1/29/70
$12,000 face value 2/10/70 to 3/6/70
$335.15
97.72
Income $:::::::.:.:.:.:.:.:.
$432.87
40.00
Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
Principal
Federal Reserve Bank of C1eveland--Wire Service Charges
in re:Sale of $5,000 face value United States
Treasury Bills
Income
Pittsburgh National Bank--Compensation
Total additional credits
$lf.ZZ..•.s..Z .
$3.00
28.57
$.?.~.~.5 7....................................
Balance for distribution Principal $.l~..1.§.J.9.§.1..
Income
Total
$~.~.~..~.2.2 ..
$..b.{t,.1.1Q{t,lZ ..
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
...
PITTSnURSH NAnOHAl BANK
V:ASHItiGTON OFFICE·83
•WASHI1lCTON,·PK~•
"PITTSBURGH NRTIONAL BANK
PITTSBURGH,PENNSYLVANIA 15230
January 28,1910
}tt.John A.TalU1ch
430 l1urray Avenue
Donora.Pennsylvania 15033
Dear Hr.Takach:
We enclose herewith copy of our First and Final
Account no Guardian of the Estate of Suaie Takach,
an incompetent,now deceased,which we have filed
in the Office of tho Clerk of the Orphaus'Court
Division of the Court of Common Pleas of Washington
County to No.92 of 1970.
This Account will be presented to the Court for
confirmation on Harch 2,1970,and uUl again
come before the Court for audit during the week
beginnine }wrch 16,1970.
Yours very truly,
~;p~
Chas.E.EnloU'
Assistant Vice President
CEE/bsl\.
Enclosuro
J.
.---------------------------_.._------------------------,
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PITTS3ll:t~;1 ::A TICI:U BANK
•
WASlll::m:1 OFFICE·83
WASHlflcTOtl,p(e
"PITTSBURGH NRTIONRL BRNK
PITTSBURGH,PENNSYLVANIA 15230
January 28,1970
l1r.Thomas Takach
Fourth Avenue
Monongahela,Pennsylvania 15063
Dear Mr.Toben:
t~e enclose herel1ith copy of our Firat and Final
Account aD Guardian of the Estate of Susie Tal~ch,
an incompetent,nm"deccaoed,uhich t'1e have filed
in the Office of the Clerk of the Orphans'Court
Division of the Court of Common Pleas of t~ash1tl8ton
County to No.92 of 1970.
Thin Account uill be presented to the Court for
confirmation on ~mrch 2,1970,and utll again
come before the Court for audit during the neck
beginning March 16,1970.
Yours very truly,
c#~~
Chaco E.Enlcm
Assistant Vice President
Clm/bale
Enclosure
J?
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..
PITTSBUnGH tlAT10NAl BANK
•
V:ASlIn:STON OFFICE;83 •
\,:I.:::Il:SroN,P'A.-,.,
PITTSBURGH NRTIONAL BRNK
PITTSBURGH,PENNSYLVANIA 15230
Janua.ry 28.1970
Mrs.Susan Stimak
424 -Fourth Street
Donora.Pennsylvania 15033
Dear }~s.Stimak:
\-10 enclose herct1ith copy of our First and Final
Account ao Guardian of the Estate of Susie Takach.
an incompetent,nm-l deceased,"lhich we have fHed
in the Office of the Clerk of the Orphans'Court
Diviaion of the Court of Common Pleas of Washinzton
County to No.92 of 1970.
This Account uill be prosented to the Court for
confirmation on l1arch 2,1970,and \'1111 ne;aln
como before the Court for audit during the ueek
beginnill8 Hatch 16,1970.
Yours very truly,
Y1W~~~
Chaa.E.Enlot1
Assistant Vice President
CEE/bsk
Enclosure
,.,
~-
PITTS3~RG];:A m;:Al BM~,(
r.'A~HIKHDM CFFlCE·83
VI~SI:tIlGT~M;',R··-•"PITTSBURGH NRTIONRL BANJo<
..
.-----------------------._----
PITTSBURGH,PENNSYLVANIA 15230
J£tnuary 28,1970
lIre.Anna Sabol
18320 Hart Street
Reseda,California
Dear Mrs.Sabol:
We enclose herm~ith copy of our Firat and Final
Account as Guardian of the Estate of Susie Takach.
an incompetent,n~1 deceased.which we have filed
1n the Office of the Clerk of the Orphano t Court
Division o~the Court of Common Pleas of Wsshinston
County to ~o.92 of 1970•.
Thie Account will be presented to the Court for
confirma~ion on March 2,1970,and will szain
come before the Court for audit durlna the week
beginning t14rch 16,1970.
Yours very truly,
~.rP-J,.!r.J--"
Chaa.E.EnlO't-l
Assistant Vice Presldent
CEE/bak
Enclosure
r
Set forth accountants suggestion as to manner and form of distribution to be made,awards to be stated in pro-
p1>rtions unless specific amounts or items are designated by instrument under which estate is being distributed:
To John A.Takach,Executor of Estate of Susie Takach,deceased--Entire Balance,
after costs of audit of this accounting
(Will of Susie Takach was probated and Letters Testamentary were issued to John A.Takach
by Register of Wills of Washington County on January 13,1970)
•
./
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly §F..9.!;"."!1 doth depose and say that the
facts set forth in the foregoing petition are true to the
best of..h.:!&knowledge and belief.
..~F..9E"!1 to and subscribed before me
And your petitioner will ever pray,etc.
PITTSBURGH NATIO L K
:§y...
Assistant Vice President
This J.L day Of M~?;.£h ZJ.:L l ~..z.9
Signature of Officer ~d£~.
Title of Officer ~9.t.~!'.Y.~!?.+..~£..
Office expires .f.§.p..!'.y.~.!'.Y.l".l9..zJ....
.MABEL E.RUTAN
NOTARY PUBLIC
WAsHINGTON,WASHINGTON COUNTY,PA.
MY COMMISSION EXPIRES FEBRUMlY 1,1971
...
'J 'rlUion §ur .Au~u
IN THE
ORPI-IANS'COURT
OF WASHINGTO.N ,COUNTY.
~FORM USED FOR GUARDIAN-INCOMPETENTS
'r -OR TRUSTEES!:'.•t 92 0..No of 19li:...z .
:..
....:-~
(ESTATE OF ~g.§J&1.~.k.?~h.•.....?I.l~.bi .
......~.g.?,:..t.....r.9.k.?fh.•.....~.I.1:~I?...$.Y.:§.t..~....r.~JS.?.~.~..•.....9:/k/a
~~.1J.~.;h r.9:.k.9:f.~..•.....9:jk/.?..Z.Y.:J.s.;L r..?.k9:.9.t!.
~incompetent~KMMKX •
...............y:i::E.!::.~.~.~!'.8..h ~.~.~.~.?P.-.~.~~~.P.-.~..
Guardian ..
'Vd "0:)N01~NIHSVN\
S'l111Vi ;H)H3JSlS3U
O~l '"''''I'"",",",r't"n\J~It~~f .'{J f",j ;:)":)I !a
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.E5 t t,U(;,t4d...t {"Ii HV!~OL
...._'I.;JI:
Barna &Barna
Counsel for accountant.
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COMMONWEAL'fH OF PENNSYLVANIA
COUNTY OF WASHINGTON )SS.:
Assistant Vi.ce President
Chas.E.Enlow,~~c~for the ~ithin named accountant,being duly
sworn"ac'cording to law,deposes and say~·that the foregoing account as stated'±s
true and correct as he verily believes.
Sworn and sUbScrib~)before me
this .;6]day of .._[.(--1''''~~''.t./
197L)I
----t <".i -1'_-<:11.<//))q ,t~-,,'---<
Register
PITTSBURGH NATIONAL BANK
BY L~~~[J"i I~~
~~
Assistant Vice President
eRegister of Wills
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 byJ.."...n 'proofs thereof fi led to No.,;j -.:1-c
Witn~~~my h~nd and official seal this~;'~
day of'-}?"~I,",·./....,\...,1970
/./A '\('''1 .I ,i I)I)7.111""1 J-.....AJ\I /)..114.1')._,'"-.JI ',1.,/IJ./i'....
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TR-2 REV.9-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISIONq'J-/Q10
NO.69"OF ±958
ESTATE OF SUSIE TAKACH,ALSO KNOWN AS ZUZI TAKACH,
ALSO KNOWN AS SUSIE TAKACS,ALSO KNOWN AS ZUZI TAKACS,
ALSO KNOWN AS ZUKI TAKACS,AN INCOMPETENT
FIRST AND FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BRNI<
GUARDIAN
NO.80769-2
PITTSBURGH,PA.JANUARY 22,1970
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Page 3 $17,344.45
Amount transferred from -
Income-Personalty 368.95
Income-Realty 292.52 $18,005 92
Disbursements Page 4 4.343 05
Balance $13,662 87
SCHEDULE B
'-INCOME -PERSONALTY
Receipts Page 5 $392 49
Disbursements Page 5 $23.54
Amount transferred to
Principal-Personalty 368.95 392 49
Balance 0 00
SCHEDULE D I
INCOME -REALTY I
Receipts Page 6 $700 00
Disbursements Page 7 $407.48
Amount transferred to
Principal-Personalty 292.52 700 00
Balance 0 00
NET BALANCE $13,662 87
i
II
....
SUS IE TAKACH
i
TR-2A REV.9-62
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds
United States Treasury Bills
$10,000 due 1/29/70 $9,664 85
Cash 3.998 02
$13,662 87
I
I
I
-2-
----
--------.
....;
SUSIE TAKACH
TR.2A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1969
Dec.24 Inventory filed $17,344 45
Assets Purchased or Acquired
1969
Aug.8 $15,000 United States Treasury Bills due
1/29/70 $14,497 28
Cash disbursed to purchase or acquire
above assets 14,497 28 0 00
Conversion of Assets without Gain or Loss
1970
Jan.8 Proceeds sale $5,000 United States Treasury
Bills due 1/29/70,sold 12/31/69 at
99.591667 $4,832.43
Carrying value 4,832.43 0 00
$17,344 45
Amount transferred from Income-Personalty 368 95
Amount transferred from Income-Realty 292 52
$18,005 92
-3-
----
.---------------------------------------.----~
.;
SUSIE TAKACH
TR.2A REV.9-62
Distribution
Colgan Agency,Inc.-
Fire insurance premium to 10/7/70 on
property 418 Murray Ave.,Donora,Pa.-
paid 5/15/69 $
Payments on behalf of Susie Takach,an
incompetent -
Dawn Supply,Inc.-
Air-conditioning unit -paid 8/29/69
Susan Stimak -
Maintenance of ward -paid 5/5/69 to
11/21/69
-4-
5 00
284 24
2,739 24
$4,343 05
•I ~•
SUSIE TAKACH
TR-2A REV.9-62
I
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Interest -Bonds
United States Treasury Bills
$5,000 -8/8/69 to 1/8/70 $127 15
Interest -Savings Accounts
Mellon National Bank and Trust Company
#65-5540
To 7/1/69 $183 54
Charleroi Federal Savings and Loan
Association #4960
To 6/30/69 81 80 265 34
$392 49
I
DISBURSEMENTS
I Pittsburgh National Bank -I $Guardian's compensation 23 54
I
Amount transferred to Principal-Personalty 368 95
$392 49
-5-
-
..
-...,..,.'.
SUSIE TAKACH
TR.2A REV.9-62
SCHEDULE D
INCOME -REALTY
RECEIPTS
Rents
418 Murray Ave.,Donora,Pa.
Mathew and Helen Durka
May to Nov.1969 ~7 months at $40.00 280 00
432 Murray Ave.,Donora,Pa.-Garage
John Takach
June to Dec.1969
7 months at $10.00 70 00
436 Murray Ave.,Donora,Pa.
Norman and Dorothy Thorpe
June to Dec.1969
7 months at $50.00 350 00
$700 00
I
I
-6-
----_.-
>•
~
SUSIE TAKACH
TR-2A REV.9-62
DISBURSEMENTS
Taxes and Expenses
418 Murray Ave.,Donora,Pa.-
Premium liability insurance coverage -
paid 6/24/69 $3 00
Malcolm L.Morgan,County Treasurer -
1969 Washington County tax -paid
7/23/69 21 03
John A.Brletich,Tax Collector -
1969 school tax -paid 8/13/69 68 86 $92 89
432 Murray Ave.,Donora,Pa.-
Premium liability insurance coverage -
paid 6/24/69 $14 00
Malcolm L.Morgan,County Treasurer -
1969 Washington County tax -paid
7/23/69 5 13
John A.Brletich,Tax Collector -
1969 school tax -paid 8/13/69 107 33
Marsh and McLennan,Inc.-
Premium for fire certificate #00237 -
3 years from 5/1/69 -paid 11/3/69 16 00 142 46
436 Murray Ave.,Donora,Pa.-
Premium liability insurance coverage -
paid 6/24/69 $3 00
Malcolm L.Morgan,County Treasurer -
1969 Washington County tax -paid
7/23/69 38 22
John A.Brletich,Tax Collector -
1969 school tax -paid 8/13/69 14 41
Marsh and McLennan,Inc.-
I
Premium for fire certificate #00240 -
3 years from 5/1/69 -paid 11/3/69 71 00 126 63
Pittsburgh National Bank -
,Guardian's compensation 45 50
I
I $407 48i
I Amount transferred to Principal-Personalty 292 52
\
I
$700 00
HP:rw -7-
-----------------------------------
~
.1
Personally appeared before me the undersigned authority
STATE OF PENNSYLVANIA,(SS:
COUNTY OF WASHINGTON,)
...~~~~~~~y.~~~~.~.~.~~~.~~~??~~.
~T~a/hIo ~!1:~l)alb/a ~~o clt!Ioguardianoftheestateof .
...~~.~~~..~..~~.~~.~~~..
,,
DV </~'~~ALI........................~~..~~~.
minor ,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 bPfor!'mp this
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lJn tl1r ~rp~ans'QLaurt of lIasl1ingtan QInunty
In the matter of the Audit of Account in
Estate of SUSIE TAKACH a/k/a Zuzi
Takach,a/k/a Susie Takacs,a/k/a
Zuzi Takacs,a/k/a Zuki Takacs
92No._________•19 70 ,A.A.
TO THE AUDITING JUDGE:
Enter__-,O~U...r~,appearance for__-..:J::.....=0..c:.hc:.:n~.::..P;.:...'.=--_T;..::a::.:k:..::=a:..:c::..:h~,--=E::.x:.=e:..:c:o..u=-"t:..:o~r=---"o~f=---"t,-"h~e=-_
E!bove estate.
,19--TIL
BAR~~ARNA ~BY~~t-_--
--l.1-.-day of March
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim.with supporting 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.
No.-22 ________,19----Z.Q.,A. A.
In re Audit of Account in Estate of
SUSIE TAKACH.a/k/a Zuzi
Takach,a/k/a Susie Takacs,
a/k/a Zuzi Takacs,a/k/a Zuki
Takacs
AUDIT
'rarripr for Appearance
FOR
'..-n
John A.Ta~ch "<-:0 -.'~rn~=~rf")C),:p"1-v'-:::0::r:(f>(()n1'Z -i ;".'~'
C-}(i.\~.,"--0.:.:..::0 f-.
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o~:n "J,..-....oIl__•
rz
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BARNA AND BARNA
By
Attorney
.~2
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
-::'~--1t----------------~_.:...-j
/
ORPHANS'COURT DIVISION
andnc:orripelihrt deceased.The Guardian is the Pittsburgh National
Bank and the attorneys are Barna and Barna.Mr.Paul Barna,Jr.~
.j
IN RE:
ESTATE OF
SUSIE TAKACH,a/Kia
ZUZI TAKACH,a/Kiac(~SUSIE TAKACS,a/Kia
~Z UZI TAKA CS,a/Kia
~ZUKI TAKACS,
zIrI~~n incompetent.
~zxUl;
.:2 BEFORE:~Ul
C
~UgAPPEARANCES:.,
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aiII:IrI~TIME:
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MR.BARNA:
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)No.92 of 1970
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HEARING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
BARNA &BARNA,ESQS.,of Donora,Penna.,
representing the Accountant.
Thursday,March 19,1970,at 10:00 o'clock A.M ,
EST.
Number 92:of 1970,the estate of Susie Takach,
Everything is in order,Your Honor.She died on
December 16,1969.John Takach has been appointed the Executor
of her estate and the Audit Petition asks that the proceeds be
paid over to him to administer this estate.
THE COURT:Is there anyone else in Court interested in this
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decedent's estate?
(NO RESPONSE)
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THE COURT:
the Court.
The audit of this accol;lnt is marked closed by
AUDIT CL OSED )
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ESTATE OF N 92 of 1970o.__~--::..:::.....:~..!...::._
Susie Takach,a/k/a Zuzi Takach In the matterofthe F1 rat and FiDQl
alk/a Susie Takacs a /kla Zuzi Account of Pittsburgh Nations]Bank
'l'aka.cs alk/a Zuki Takacs,Gua:rdian
an incompetent.
ADJUDICATION AND DECREE
And now Ma:rch ~19-.1Q.,this matter came on for hearing,
audit and distribution a't 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
$.1~JI04:.17 .and the account is accordingly conf.irmed;and it is o~dered,
adJu ged ana 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 _
Additional debit asked at audit
Additional c:redit asked at Budit
Balancet:-I
Deduct Clerk'S:Costs &Receipts _
Attorney---:::"_,,-=B:.:::a:;::,:rn=a:......=&~B:.:::a:;::,:r.=;n~a:....___
$13,662.87
47 2•87 $14,135.7431.$7
John A.Takach,Executo:r of the estate of Susie
Takach,deceased,balance,including cash,~407~.17
No balance
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No 9.?of 19 lQ .
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
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Susie Takach,alk/a Zuz1 Takach,a/k/a
SutJ1e Takacs ..a/k/a Zuzi Takacs.
a!~<I~.~lt1<~'l'Clk!1<:s.;.~n.;i;ncQrop~to.nt.
'~;a
In re Estate of
RECEIPT
John A.Takach,Executor of the estate
KNOW ALL MEN BY THESE PRESENTS That I,....()~~l.1;J~~~E1ka.<:1l ....4~<:~a.~(!4 .........,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .Cl1~;4$,.~~.
Susie Takach.a/k/a Zuzi Tat~ac:hta/k/a Susie '
....of the Estate of ~~~~~h.11/1t/11..Zl.1~~..';l;'a.~<:$.I..!!1Btla..Zl.11~l ,~
Takaea,an incompetent
the sum off~t1~t:~~~'J:'h()\1$a.t1ciS.~,,~t:y..J1:i:v~~m<1.~lltPp ..($~4 .•Q7,5.~.t?l dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered ..~1a.J::ch24.,19 ...10..,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 ..
J-.1~.. ,this 4./.day of /.~{j A.D.19.7.9 .
.....'?tf..~.M~:(SEAL)~ITd~,4~~torofthe estate of Sus1e Takach,deceased
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