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HomeMy WebLinkAboutOC1970-0384 - ESTATE OF HAUCKForm for Guardian or Trustee Jttitinn ~ur 1\u~it lIu wqr (@rpqau!i~<tInurt nf lIaBqiugtnu arnuuty J Estate of...RQB.ERT.&.llC.K . For . minor~ Date of~k .Januar 15,1962XIXguardlanshlpy.1.. If there have been former accounts filed in this estate,list: Filed at No...Q.J.~.7.Q.=.J..?1...~ Fiduciary..M.~.n.~m...N!il:t.i..QAA!...J2.~.~~P..cJ...1:.;r.y.§.t... ......................g.9.mp.~.ny.,.GY9:.r.gi~n .. Place of record of appointment...w:ia-.l?hit\g.t.Q}J ~.Q.ynt.Y... l Reason for filing this account.P.~.P.!.~.1~.Qn..gJ..~.£:.£.Q.Y:E-~.. All'persons having any interest,vested or contingent (including claimants),in the fund now before the Court, with the nature of their interests are: Robert Hauck La'lira J-.Hauck,Parent and natural guardian All of said parties have received notice as required by the Court Rules except as follows: None The fund now before the Court is subject to the following taxe~~-. -., None-I ,. Set Iorth ally legal problems requiring adjudication by the Court or difficulties that must be met in distribution: -,- None .',- ,,~-',) .., -, "..."'.l'(.• Balance for distribution per account,""Principal $J.a..Q.§1.,..7..?. Income $?..?..49........................................ $2.JIl 26...................................... 28.73 23.03 1.50 Total additional debits Additional debits not shown in account: (Indicate whether income or principal) Income -Personalty C.I.T.Financial Corp.Demand Notes, Interest April 22,1970 to July 31,1970 General Motors Acceptance Corp.Demand Notes,Interest March 25,1970 to August 7, 1970 Deposited at Interest,Mellon National Bank and Trust Company,February 1,1970 to April 3,1970 Additional credits not shown in account: (Indicate whether income or principal) Principal -Personalty Register of Wills, Cost of Filing Petition Cost of Filing First and Final Account Villanova University,Educational Expense Income -Personalty Mellon National Bank and Trust Company, Accountant's Compensation 8.00 22.00 1,660.00 3.20 Total additional credits $...}.L§.~.~.~20..................................... Balance for distribution Principal $.).~9..1l!..7.?:.................................. Income $7.Q ~.2 ................................. Total $....~.~.?.~.~..~:!................................... 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:' C.I.T.Financial Corp.Demand Notes (Cash) Principal Cash Income'Cash-'\'-":f.'~--.~,_.'~-fJ"' $1,000.00 394.72 76.55 $1,471:27 _.\ " J S.BARRY ANDERSON ATTORNEY AT LAw September 15,1970 Hon.P.V.Marino Orphans r Court Courthouse Washington,Pa.15301 Re:Robert Hauck -No.63-70-384 Dear Judge Marino: CONORA,PA.15033 PHONE 379.6241 This is to advise you that as parent and natural guardian of Robert Hauck I have reviewed the First and Final account and audit petition of Mellon National Bank and Trust Company,as guar.dian,filed at the above captioned numberfand approve same as filed. I further acknowledge notice of the fact that said account is to be presented to your Court on Thursday,September 17,1970 at 10:00 a.m.for confirmation. Very truly yours, ~}!~~~.e/ IS.Jane Hauck CC:Mellon Bank (Washington Office) guardian of the estate Personally appeared before me the undersigned authority' ,..C.bar.le.a..:W:..:Campbeu..,..7r.Wii..Offk.er•...MelloD..NaUOmll,Bank.nad..rJ'U4t..CompaAy .. of R.ob:ert..lkuch :;..:~..;.;.:~. I ,~.-' 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'). .....~..~.~~day of ;r.~.~!:~!.y ,19 ~~.. .....l!l §J!:.r.!'...M.,!~.'!..~.r.~...____....._ \ .c=-__~-=-.-=N_ota~.~ub1Ic·, lsI Charles W.Campbell..". Trust O£ficor :.. Dollnrs Cents 2/7/62.Beneat Aaooclatlon of ... 1/2 proceedg of Polley No.E 131-74 OIl the Ufe of Elale'ZeffJro ------1-----------------------'---__11--+--_1------1-~-------_,.__II--·I- --~---'------~I-'-f'-----,-- ,.- ~','.',/'. ·1 ". '., .'.. I '. ,,f. .'~,~':...t· _~.'--iJ,"':,.L,~: ;' .~-~ ~,:j'~.,.:..\ ;~i ',~i:fj.I~•._t-.-.. Set forth accountants suggestion 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: Guardian respectfully requests your Honorable Court to award balances,principal and income,to Laura J.Hauck,'parent and natural guardian,to be used for educational expenses of minor,and,further,to discharge the Bank as Guardian. () I I,) COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA,}SS The above named Fiduciary or representative thereof, being duly §.~9.EP.:doth depose and say that the facts set forth in the foregoing petition are true to the best of...~~.~knowledge and belief. Sworn t d b 'b d'bef '....................................0 an su scrl e·ore me This ;.llth.;::dayt.oJ"..~§..~~~.P.t.~.mJ?.~!:l eJU..?.O Signature of Officer ~"".....(;L.!.!.1 ~ Title of Officer JOAbI..ILMcGUNL.NQJ~B.Y...~~.~.~.I.~. MY COMMISSION EXPIRES NOV.20,1972 Office expires ~~~~.I.~~!~~..~~~~.I.~~~~.~~~:~..~~:. And your petitioner will ever pray,etc. ...M~.1!b.QN ..N~J.::J.Q.NA1!..J?.A~..A;N'Q...r..RJJ.S..r. COMPA~~,uJ(Jr- ...fJ.y..;·~:.. Trust Officer \."..,-'"~.# ~ ,, I, ") ,, y ", ': " ! I ,, I . I ") , Jrtitinu ~ur j\ullit IN TI-IE ORPI-IANS'COURT OF WASI-IINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES 63-70-384 No ~. ESTATE OF ~9~.~~.:!:~.P.q~. FOR .. ···· ·~·i;;-~~~¥MX~~··· Counsel for the accountant shall submit herewith the following,if pertinent: 1.Will or tn1;J·!1~trument-attested. 2.Inventory.00 N01{jNIHQ~U S.~i~ed.el~ti:pi'N}Bf -Pem!j :to1 ,Re ~'ta'l&i in kind- If dlstnbutI9p a,cc.~~nt.0 .::i ~Ii:.J:1 tl 4.Stipulation "bM ldeft~ific·~tnQ'YC'~l,Jlor approvingaccount.oJ ,)1I ':1 5.Praecipe for those represented. 6.Brief-f9rJ anY'jqu,estion 0t,~aw raised. (.,~l die .-/Jf"OL....,.1,)4 .....§.~......~.MB:.X ..A.N.P,;g;.R$...Q.N~.....~$.Q.JJ.m.~..,,Iff C.D,J!nsei.i for accountant.$.~;!-d ~2 ,t ,/ f.,' !, J'- -....,.-'-'~~- • In tijr <lIonrt of OIommnn ,trus of lIusl1iu9tnu OInnuty, Jrnusyinunia,®rpijuns'OIonrt minisinu J ESTATE OF Robert Hauck, 1 1-a minor. N 63-70-384o.__~::--:--~--!.._ In the matter of the First and Fina.1 Account of Mellon ,National Bank and Trust Company,Guardian ADJUDICATION AND DECREE And now September :z./,19...1.JL,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the batance for distribution in the hands of the Accountant is determined to be $1,!*7L.27.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 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 credit asked at audit Balance _ Deduct Clerk's Costs &Receipt:o..s _ Attorney ...::S.....'---"B""a....r....r...y~A....n"""d....e¥or"'-=so....n-------_ Laura J.Hauck,parent and natural guardian of Robert Hauck,a minor,to be used for the edu- cational expenses of the minor,including cash and demand notes of CIT Financial Corp.held in kind at a value of $1000.00,and upon the receipt of said funds,by the natural guardian, the Mellon National Bank and Trust Co.is here- by dischardged as guardian of the estate of Robert Hauck,minor as aforesaid, 12.00 1459.27 No balance ~f 0 ~~ ....:l Z ~ W -r n -+? ?-/2 t:Y a 0 :s-c:(I) ~.:l 3 ("U :=(I)0+ .0 0 0 0 U)<l:t:Y ........-+ -J 0- _.ar ::z:.....l a"'--- ., --~~.:-0 0 ::r..:---c.' .... t . _.-+ ...0......l:--~.~ :s- .J-i'-\ ~.....-::: (I) -<:) '" i&~-.-jo-.J-.~uJ .,.,,".'..)~ ,.' ,.1 t-Z c_r,))v)-~ L.o..l (/)--....... tn ::::>0 .'J) y-:0::::iJ..J •.cr. c:p ,..c..:;:3;~ 1.1_r---t •..~~~ ,(. r --- ( ,J y;',,'IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION l- IN RE: ESTATE OF ROBERT HAUCK, ~<!;,m !JlQR:oJ.•z~..I>-UlZZIIIII. ~BEFORE: "zXl/I~ ) ) ) )No.384 of 1970 ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judge of the said Court. TIME: ~APPEARANCES: ~!!!c ~ijo::l"'l ~01 S.BARRY ANDER SON,ESQ.,of Donora,Penna., representing the Accountant. Thursday,September 17,1970,at 10:00 o'clock A.M.,EDST. and the attorney is S.Barry Anderson.Mr.Anders on? I have attached a statement by the mother and natural gm rdian of MR.ANDER SON: a minor. Number 384 of 1970,the estate of Robert Hauck, If the Court please,I have the necessary papers. The Guardian is Mellon National Bank and Trus t Company uia:THE COURT:IIIt-a:oII.IIIa: t-a:::loU ~ ij ~o Robert Hauck approving the bank's distribution,of course,subject to the Court's approval.But Mr.Hauck is still only 20 years of age. THE COURT:There was permission to file this account before majority. MR.ANDERSON:Yes,sir.It's noted in the Audit Petition.,I presEnted a/,Petition to Court in March of 1970. 2 THE COURT:Very well.Is there anyone in Court at the presen time interestedlin the estate of Robert Hauck,a minor? (NO RESPONSE) THE COURT: Court. .The audit of this account is ordered dos ed by the (AUDIT CL OSED ) :!:zc(>oJ>IIIZZIIIII. ig "zi:III~ ~itI-III C oJc( § C:::l~ ~\II oj It:III~X1!ctoOby ~or~ify tUQt tt.J(lc;.:.....WCC!a.n~.J ucJ c'~tjDUC(Jnl'CI~c:!t!\tnc~ II.IIIIt:~.\'ulZy ce<l UCCU!Dtdy to tilo c.:>tC::l taLtiU L:¥mo en tuc t;.;;::).~lo;;oi l.lU OLe\!'(; :::lo~CCt::lU,cr~thct tlliu elo>py !tJ Q eO~b'Cc~t4tf'Mrl<:.rl~~c:J tce como. uii:\I,o IN THE MATTER OF THE ESTATE OF ~ ROBERT HAUCK,a Minor---------------"'------'''-'x~:&;:;;H:X=M1i'''=MOC=- IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA. No.6=-3=---7"'-0=-----'3:..:8"-'4=---~_ J KNOW ALL MEN BY THESE PRESENTS.THAT I,Laura J.Hauck.parent and natural guardian of Robert Hauck,a minor, 00 HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy-','--G_ua__r_d_i_a....;n'-"-_ OF THE ESTATE of__R-'--o:o.b;:::....;:e:....:r=--t.=--..:H:..=:a:....:u=-c=-=.;k:.iL.--=a.=--..:M=..:i:..:n=.o=r.....-,----::O:RQfX~THE SUM OF One Thousand Four Hundred Fifty-Nine and 27/100----------($1,459.27 )DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE 63-70 -384ATNO._ WITNESS MY HAND AND SEAL THIS_---j/r--'·2J""""''''----__DAY OF--'..L----'='~""-j~.......,'--'-~__ W'TNm C}4....J2.'S;,.;;(~2p Cash $1,456.27 Prudential Insurance Company of America Policy No.22849322 1.00 $1,459.27 W.8282 ----:r- NO.63-70 -3,u,8=4~_ OR~HAN5'COURT ESTATE OF ,I ROBERT HAUCK,a Minor -:-q Pi1.;-E .....--I· c:::'l r--~i 'Jj o "'"' DOCKET~~J:vrn.-'-' (f>G"):-;: - -v~ :::C,f)((': ;z:.-I r"" G:>rn r----t :;:i j'- ~cRJ;:CEIP-J -q .=,.~-- :;>--a J..-:...•o :::::::::.FROM..r: ;1:Z-or-o»(J) rl1 C Laura J.Hauck,parent Clond natural guardian TO Mellon National Bank and Trust Company,G.uardian of the Estate of Robert Hauck, a Minor FILED /'19_/' FIRST AND FINAL ~){)l{ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY GUARDIAN ORiGiNAL Receipts ESTATE OF ROBERT HAUCK,MINOR SUM MAR Y SCHEDULE "A" PRINCIPAL-PERSONALTY Page 5 March 30,1970 $7,059 40 Disbursements Page 6 Amount transferred to Income- Personalty for payments SCHEDULE "B" INCOME-PERSONALTY Receipts Page 7 Amount transferred from Principa1- Personalty for payments $679.51 3,295.17 Balance $1,390.43 3,295.17 3 974 68 $3,084 72 $4,685 60 Disbursements Page 8 Balance NET BALANCE 4 659 11 26 49 $3,111 21 Balnnce consists of the following: PRINCIPAL-PERSONALTY Temporary Investments and Deposits:. Genera1--Motors Acceptance Corporation Demand Note Deposited at Interest in Mellon Bank FOR WAR D JB:kh $1,000 00 200 00 $1 200 00 $1,200 00 BROUGHT FORWARD $1,200 00 Miscellaneous: Prudential Insurance Company of America, Policy No.22849322 on life of Robert B.Hauck Face amount $5,000.Undeter ined Cash 1 884 72 $3,084 72 INCQME-PERSONALTY Cash 26 49 $3,111 21 - 2 - SCHEDULE "A" PRINCIPAL-PERSONALTY 8 Withdrawal of $200.Deposited at Interest in Mellon Bank Savings Account.$200.00 Carrying value 200.00 1962 Feb. 1968 Jan. Mar. Nov. 1962 Dec. 1963 I Dec. 1964 Dec. 1965 Dec. 1966 Dec. 1968 Mar. 8 17 5 27 28 27 30 29 29 Receipts Inventory filed Additional Assets Prudential Insurance Company of America,Life Insurance Policy No.22849322 in the face amount of $5,000. Received from Mr.Alfred Zeffiro,through Fund American Investment Management Company, San Francisco,California,being a gift: 280 shares Commonwealth Investment Company, Capital Stock Laura Jane Hauck,Custodian for Minor: Cash deposited Conversion of Assets Without Gain or Loss Proceeds sale of $3,000.Commercial Credit Company Demand Note at 100.$3,000.00 Carrying value 3,000.00 Proceeds sale of $3,000.Commercial Credit Company Demand Note at 100.$3,000.00 Carrying value 3,000.00 Proceeds sale of $3,200.Commercial Credit Company Demand Note at 100.$3,200.00 Carrying value 3,200.00 Proceeds sale of $3,200.Commercial Credit Company Demand Note at 100.$3,200.00 Carrying value 3,200.00 Proceeds sale of $3,500.Commercial Credit Company Demand Note at 100.$3,500.00 Carrying value 3,500.00 Unde termi ned. 2,934 40 1 000 00 $000 00 000 00 000 00 000 00 000 00 000 00 $3,125 00 3,934 40 July 19 Wi thdrawal of $1,000.Deposited at Interest in Mellon Bank $1,000.00 Carrying value 1,000.00 :31 Withdrawal of $300.Deposited at Interest in Mellon Bank $300.00 Carrying value 300.00 FORWARD - 3 - 000 00 i 000 00 $000 00 $7,059 40 000 00 $7,059 40 000 00 000 00 000 00 000 00 000 00 000 00 000 00 000 00 000 00 000 00 000 00 $000 00 3 000 00 $3,000 00 est in $300.00 300.00 est in $100.00 100.00 est in $100.00 100.00 erest in $1,000.00 1,000.00 est in $400.00 400.00 erest in $1,000.00 1,000.00 est in $300.00 300.00 est in $900.00 900.00 est in $800.00 800.00 $1,000.00 1,000.00 t Company $1,000.00 1,000.00 itsPurchaseofAsset's and Temporary Depos $3,000.Conwercial Credit Company Demand Note at 100. $3,000.Conwercial Credit Company Demand Note at 100. Proceeds sale $1,000.Commercial Credi Demand Note at 100. Carrying va lue 7 Withdrawal of $100.Deposited at Inter Mellon Bank Carrying value BROUGHT FORWARD 6 Withdrawal of $1,000.Deposited at Int Mellon Bank Savings Account Carrying value 8 Withdrawal of $800.Deposited at Inter Mellon Bank Savings Account Carrying value 4 Withdrawal of $400.Deposited at Inter Mellon Bank Savings Account Carrying value 7 Withdrawal of $100.Deposited at Inter Mellon Bank Carrying value 31 Withdrawal of $1,000.Deposited at Int Mellon Bank Savings Account Carrying value 16 Withdrawal of $300.Deposited at Inter Mellon Bank Carrying value 28 11 Withdrawal of $300.Deposited at Inter Mellon Bank Savings Account Carrying value 13 Withdrawal of $900.Deposited at Inter Mellon Bank Carrying va lue 27 Proceeds sale $1,000.CIT Financial Corporation Demand Note at 100. Carrying va lue 27 1969 Jan. Aug. 1968 Dec. July Sept. 196J Jiln. Feb. 1962 Feh. 1970 Feb. FORWARD $6,000 00 $7,059 40 -4 - I - 5 - 1962 Feb.14 SCHEDULE "A" PRINCIPAL-PERSONALTY Disbursements Administrative Expenses Clerk of Orphans'Court of Washington County, Pa.:Filing Inventory $3 00 S.Barry Anderson,Esquire:Reimbursement for Filing Fee and Certified Copy of Order 3 50 1970 Feb. 14 24 George O.Frazier,Esquire: for cost of filing Petition 1/2 Professional services re Appointments of Guardian 1/2 reimbursement $3.25 25.00 28 25 Mar.31 Mellon National Bank and Trust Company: Compensation as Guardian 423 56 $458 31 1968 Mar.14 Loss on Sale of Assets Proceeds sale 280 shares Commonwealth Investment Company,Capital at 9.69 Carrying value $2,713.20 2,934.40 221 20 Amount transferred to Income-Personalty for payments - 6 - $679 51 3 295 17 $3,974 68 1969 !'tay SCHEDULE "B" INCOME-PERSONALTY Receipts Dividends Commonwealth Investment Company,Capital 280 shares 3/5/68 Interest-Demand Notes Commercial Credit Company Demand Note Interest collected during the period 1/23/62 through 3/30/70 CIT Financial Corporation Demand Note Interest collected during the period 8/13/69 through 3/30/70 General Motors Acceptance Corporation Demand Note Interest collected during the period 9/2/69 through 3/30/70 Interest-Temporary Deposits Mellon Bank Savings Account Interest collected during the period 1/3/67 through 9/8/69 Deposited at Interest in Mellon Bank Interest collected during the period 5/22/68 through 1/31/70 Miscellaneous 21 Treasurer of the United States:Refund overpayment of Federal Income Taxes for years 1968 and 1969 Amount transferred from Principal-Personalty for payments - 7 - $710 37 44 80 46 31 $373 53 78 32 $19 60 801 48 451 85 117 50 $1,390 43 3 295 17 $4,685 60 1964 Feb. 1970 Mar. SCHEDULE "B" INCOME-PERSONALTY Disbursements Administrative Expenses 3 Accrued Interest paid on purchase of assets from 2/28/62 through 2/3/64 31 Treasurer,Washington County,P::t.: 1970 Washington County Personal Property Tax 31 Mellon National Bank and Trust Company: Compensation as Guardian $21 78 11 40 76 '38 $109 56 L.Jane Hauck:Reimbursement for payment of enrollment fees for Minor $1,235.00 1968 Feb. 1969 July Dec. 1969 May Distributions Payments made to or on behalf of Minor, as follows: 29 24 Villanova University: 7/28/68 Fall Term Educational Expenses of Minor 12/10/68 Tuition,Room and board for Spring Semester,1969 7/24/69 First Semester Educational Expenses of Minor 16 The Prudential Insurance Company: Annual Premium on Policy No.22849322 1/16/68 1/2/69 12/16/69 Miscellaneous 21 Robert Hauck: Refund of 1967 and 1968 Income Taxes - 8 - 1,335.00 1,446.40 $88.55 88.55 88.55 $150 00 4,016 40 265 65 4,432 05 117 50 $4,659 11 COMMONWEALTH OF PENNSYLVANIA ) SS COUNTY OF WASHINGTON ) ARLIE W.OTT,Trust Officer of the MELLON NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being duly sworn according to law deposes and says that the disbursements shown in the account have been made to the parties entitled thereto;and that the account as stated is true and correct as he verily believes. Swo:cn to and subscribed before me this 3rd day of April A.D.1970 r 1 .\ ~.. "J II J ........... '\,'\ '1.., 'i-\ \\\;\\) I..)I ... i ',:.(. ~ -4) .,{ ....-.... f j Itt ~.I.J i , ",'" c:...-_f ! "lJ ..'l J , '•• )...... j -~ Iii i~ i : I 3Jn t~t ®rp~an.6'a1nurt nf lIa.6~ingtnn a1nuntu In the matter of the Audit of Account in J, Estate of_R_O_B_E_R_T_HA__U_C_K t TO THE AUDITING JUDGE: No.__6_3_-,,7_0_-_3_8_4 •l~XX •A. A. my Mellon National Bank &Trust Co,GuardianEnter,appearance for _ _1_7_t_h_day of_S_e_p_t_e_m_b_e-r-,19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separat'e concise state- ment in that regard. <Ii Ii<Ii Cot ..........~ <1 :::...~;.J .0 Q)$.t"".....dol.-<.....Cot'"::+r:i1 ::+ '" .S I-~t .....-I'l C ~::l0 $.t 0(,) ::J f;t,(,) ~<l1...«....0 ..... Cot;s ::+::l<l1 ....\.+Q) Cot... ~I'l......$.t~ ciZ 'Vd"CO N01~NIH'SVf..1 SlllM :10 tj31Si~3}J O·N1\j \;/:,j l ..,-:£0rBlUfd:1.;)\..9n~1 ZI Z J1d I td3S OL.