HomeMy WebLinkAboutOC1970-0384 - ESTATE OF HAUCKForm for Guardian or Trustee
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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...
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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
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-,
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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
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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 :;..:~..;.;.:~.
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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 ~~..
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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
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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 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.
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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.
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COMPA~~,uJ(Jr-
...fJ.y..;·~:..
Trust Officer
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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
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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
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y;',,'IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
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IN RE:
ESTATE OF
ROBERT HAUCK,
~<!;,m !JlQR:oJ.•z~..I>-UlZZIIIII.
~BEFORE:
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)No.384 of 1970
)
)
)
HEARING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
TIME:
~APPEARANCES:
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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
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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 )
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:::lo~CCt::lU,cr~thct tlliu elo>py !tJ Q eO~b'Cc~t4tf'Mrl<:.rl~~c:J tce como.
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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=---~_
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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
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:;>--a J..-:...•o :::::::::.FROM..r:
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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
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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.
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