HomeMy WebLinkAboutOC1970-0657 - ESTATE OF WILSON IITR-2 REV...9·62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF FRED D.WILSON,II,A MINOR
FIRST AND FINAL ACCOUNT OF
PITTSBURGH NRTIONRL BRNK
GUARDIAN
NO.80786-2
PITTSBURGH,PA.JUNE 25,1970
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
,
Receipts Page 2 $5,813 25
Disbursements Page 2 412 00
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Balance $5,401 25
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 3 $233 24
Disbursements Page 3 14 00 -
Balance 219 24
NET BALANCE $5,620 49
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY II
Short-Term Investments I
General Motors Acceptance Corp.
$Short'-Term Loan 5,000 00
Cash 401 25
$5,401 25
INCOME -PERSONALTY
Cash 219 24
$5,620 49
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FRED D.WILSON,II >
TR.2A REV.9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1969
July 9 Inventory filed $5,813 25
Assets Purchased and Acquired
1969
July 7 $5,000 Ford Motor Credit Co.Short-Term
Loan $5,000 00
8 Deposit to savings account at Dollar
Savings Bank 800 00
1970
Jan.5 $5,000 General Motors Acceptance Corp.
Short-Term Loan 5~000 00
$10,800 00Cashdisbursedtopurchaseandacquire
above assets 10.800 00 0 00,
,
Conversion of Assets without Gain or Loss
1969
Dec.29 Proceeds sale $5,000 Ford Motor Credit Co.
Short-Term Loan at 100 $5,000.00Carryingvalue5,000.00 $0 00 J1970
June 4 Proceeds complete withdrawal of savings
account at Dollar Savings Bank 800.00 .
Carrying value 800.00 0 00 0 00
$5,813 25
DISBURSEMENTS
Administrative Expenses
1969
July 10 Russell Marino,Clerk of Orphans'Court
Division -
Filing inventory $3 00
1970
June 25 Russell Marino,Clerk of Orphans'Court
Division -
Filing this account 19 00
25 Thomas J.Terputac Attorney's fee 100 00
25 Pittsburgh National Bank -I
Guardian's compensation 290 00'~412 00
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FRED D.WILSON,II
TR.2A REV.9-62
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Interest -Bonds
Ford Motor Credit Co.Short-Term Loan
$5,000 -to 12/29/69 $196 15
Interest -Savings Account
Dollar Savings Bank
To 6/1/70 37 09
$233 24
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DISBURSEMENTS ,
Guardian's compensation $14 00
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STATE OF PENNSYLVANIA,
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COUNTY OF WASHINGTON,
Personally appeared before me the undersigned authority
Chas •E.Enlow,Assistant Vice President of Pittsburgh National Banl"...........................................................,............................................................................................,.................................................................................................................
guardian of the estate of............¥.f:~4...P..!..Jl.~1~9.J:}...!.!..~..............;.....................................................................................................................
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.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 before me this ).PITrSBURGH NATIONAL DANK....
,........2J;h.....day of...;...............J.~1y..................,69','.Jl.r."..~~.........~...1:...............................19........~....
..~L··~~~tg;pt5··c~~~t:·"···\.......GSlS an ..ce res].en .
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I Dollars Cents
PennsYlvania National Mutual·Casualty Insurance Company--
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I•Amount due.rninor on account of settlement in Court of
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PJJ'a<.'lni-Ha<>hin2:ton Countv at No.82.November Termll·
..1968 A.D.~~lilliamJestat.insured.:$5.813.25
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NOTE-If real estate,give street and number,Ward,of City,Borough or Township,and
'County,and reference to Deed,Mortgage,Volume and Page.
If cash in 'bank,give name of same.
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Form for Guardian or Trustee.-,'.
Jrtitinn ~ur 1\u~it
11n IDqr (@rpQuit!i~Olaurt af lIusQiugtan OJauuty
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Estate of f.I.~.~LP..:Rg.§.Q.Th.l J.J..
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Date oftt;Ist.June 19 1969orguardlanshlp,~.
If there have been former accounts
filed in this estate,list:
None filed
•I.657 70FIledatNoof19t5..
Fiduciary .P.it.t.s.b.u.r.gh..Nat.iQ.na1...Bank.,...
...........................................GuaI:.dian .
Place of record
of appointment J:{g,.~....z~.Lg,.t..J2§..L ..
Reason for filing this accountEQI:m.eI:m.inQI:b.e.c.am.e 2.l y,.e.a.t.a Q.f ag.e Q.f Ma.r.k.b.~.~.4 .l.2.Z.l).
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
Fred D.Wilson,II -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
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Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
None
Balance for distribution per account,
Additional debits not shown in account:
(Indicate whether income or principal)
Principal $~.a.4.QJ~.f.~..
Income . $2.L9.•.2.4 ..
Income:
1970
Aug.31 Interest on Redemption $5,000.00 General
Motors Acceptance Corp.Short Term Loan 248.72
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Total additional debits
Additional credits not shown in account:
(Indicate whether income or principal)
Income:
$~~~.~..?3..
1970
Sept.3 Pittsburgh National Bank -Guardian's Compensation
Total additional credits
14.92
$.................14.92...........................................
Balance for distribution Principal $?.2.&.Q1.,.f.::?..
Income $~?~.~.9.~.
Total $:?".?.2~.,..f.9...
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
FRED D.W,ILSON,II,
a minor
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In the Court of Common Pleas of
Washington County,Pennsylvania
Orphans'Court Division
No.657 of 1970
l.
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,FRED D.WILSON,II,do hereby certify that
I was born March 22,1949,and became twenty-one years of age March 22,
1970;that I have examined the account of Pittsburgh National Bank,my
guardian,and I am satisfied therewith,and hereby request its confirma-
tion by the Court.
I hereby further certify that I am a citizen of the United
States of America.
Witness my hand this
1970.
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FRED D.WILSON,II
WITNESS:
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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:
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To:Fred D.Wilson,II -former minor -Entire Balance,after costs of
Audit of this Accounting.
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COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,~SS
The above named Fiduciary or representative thereof,
being duly l?X?.QIP.-.doth depose and say that the
facts set forth in the foregoing petition are true to the
best of...his.knowledge and belief.
And your petitioner will ever pray,etc.
Pittsburgh National Bank
.By,.•.•~_ .
Assistant Vice President
SJil.orn to and subscribed before me
This ;.~.!..day ...........~~~......l~...ZO
Signature of Officer ~.~-::;f.,~~..
Title 01 Officer......~..................•;t!;...\!.!.~
Office eXpires ~.r:.~,-d.-:i!!~~..
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ORPHANS'COURT lIlO Sfr 1,'At"1 9 55
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OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No 9...5...7..of 195;....z.0.
ESTATE OF Er.ed D Itli.lson.,II .
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.................P.it.ts.bur.gh N.at.i.onal...Bank .
Guardian
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.
...........................Thomas J T.er.p.u.tac._
Counsel for accountant.
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RUSSELL M,:\F\INO
REGISTEH OF WILLS
VIt,SI-11M GTON CO,.PA.
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,THOMAS J.TERPUTAC_
ATTORNEY AT LAW
•WASHINGTON'T'RUST BUILDING
WASHING'iON.PENNSYLVANIA 15301.{-;.'.....
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AREA CODE 412
TELEPHONE 222·8260
Mr;F~d D.'Wilson,II'
1965 National Pike West
.W~siUngt6n,Penns:ylVan~a '~5S01 ';
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In Re:~state ofFre~D.'Wilson,II,a minor
No:,657',of 1970
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near lVlr.'Wilson:
"'..You are :h~~by not1!ied that the First,and Final
.~ccounf lntlle abovees~ate,ha~been'filed.'~~tbe.abovenumber
,and'ter:m and that said AccouQt,will be prell3ented to the DrphansI
C6ur{i~l'audit on Tu~sday,S'ep,tember 15,1910,~t 10;00 '.
,o'plockA.M.,E.D.S.T.'
You 'm:~y appear 1fyouso (iesti-e at the time Qf,
the audit he~rlng,but it will not be necessary for you to do so
u~le~s.:;youwant.to .take exception to,the Aecourit,'oz:to any claim
wli:te~has been presented,or.to present a,c~aitn of your own.
1"__~~t:...~'..'.r','..
verY truly you~s,
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ESTATE OF
Fred D.Wilson,II,
a minor.
No.657 of 1970
In the matter of the Firstand Fina1
Account of Pi ttsbllrgh Na tj anal
ADJUDICATION AND DECREE
And now September &/,19.-1Q,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof thtf ~~n,,§for distribution in the hands of the Accountant is determined to be
$ ,.~.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 occount 1
Additional debit asked at audit
Additional credit asked at audit
Balance,_
Deduct Clerk's Costs &Receipts _
Attorney'------:T,b:.Ih~g~m~QiJ..:gg._JlI_."....;T*"fiij.jPP1P~ll,;l,;lt~Qi,jQ~--------
248.72
14.92
18.00
$5,836.29
Fred D.Wilson,II,balance,cash 15836029 No balance
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISICN
has Mr.Terputac filed,the papers with you?
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)No.657 of 1970
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THOMASJ.TERPUTAC,ESQ.,of Washington,
Pa.,representing the Accountant.
HEARING ON AUDIT
Tuesday,September 15,1970,at 10:00 o'clock
A.M.,EDST.
THE HONORABLE P.VINCENT MAR:rNG~Judge
6f the said Court.
FR ED D.WILSON,II,
ESTATE OF
IN RE:
~a minor.z<>...>-Ul
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i~BEFORE:
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t APPEARA NCES:
~~c...<UQ TIME:;).,
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ffi THE COURT:Numb~r 657 of 1970,the estate of Fred D.Wilsol-ll:o~II,cil~min0~:J.The Guardian is Pittsburgh National Bank and theII::
l-ll:5 attorney is Thomas J.Terputac.We understand that Mr.Terputaco...<u is engaged in trials at Common Pleas at the moment.Mr.Hana,iLILo...,
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MR.HANA:No,sir.
THE COURT:I was speaking with Mr.Terputac yesterday and
he informed the Cour.t that he might be engaged in the trial of a tres~ass
case in Common Pleas which he had started yesterday.And he infor~ed
the Court that all relevant papers in this estate would be ready and
that his secretary would probably have them here this morning.So
we will be awaiting the papers filed by Mr.Terputac.I am sure that....
he has them.Is there anyone else in Court interested in the estate
of this minor?
(NORESPON~EJ
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THE COURT:The audit of this account will be ordered clos ed
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by the Court upon filing of t~e audit papers.
( A UDIT CLOSED)
1 bereby certify that the proceedings and evidence are contain
vi0:bI..0:o.l:i
=fully and accurately in the notes taken by me on the hearing of the above0:.•
:::Jo~cause,and that tb1s copy is a correct transc:ript of the same.
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The foregoing record of the roceedlngB upon the hearing of
the above cause is hereby approved and directed to be ftied.
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RUSSFI I j!.""1I NO
l:EGIS"l EH 0F VII LLS
YJAS Hl~\1T{)t*r;OJPAJ
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,That I,Fred D.Wilson,II,
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 sum of Five Thousand Eight Hundred Thirty Six and 29/100 ($5,836.29)
DOLLARS,being the amount awarded me at No.657 of 1970 of the Court of
Common Pleas of Washington County,Pennsylvania,Orphans'Court Division
in full satisfaction and payment Of2a.ll 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 NATIONAL 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.
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IN WITNESS WHEREOF,I have hereunto set my hand this
of ¥:I ,A.D.,19 7 d .
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\WITNESS:
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~u t4t (@rp4aun'<ttnurt nf IIanqiugtnu Q!nuuty
In the matter of the Audit of Account in
FRED D.WILSON,IIEstateof .
TO THE AUDITING JUDGE:
657No,OF.,7019 ,AeXX
Enter !?T................................appearance for ~.~~.~.~.?~~.~?.~~~.~?.:?.:~~~.~.~~.'.:?~~.~?.~.~~__..
of the above estate.
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15th September 70 -................day of ,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.Counsel suggesting proper distibution shall file
a separate concise statement in that regard.
No.__657....-.....---.,OF 70 ~IJ...19 ..•
In re Audit of Account in Estate of
FRED D.WILSON,II
AUDIT
'rattipt fnr i\pptarautt
FOR
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Guardian
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Attorney-,,