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OC1970-0702 - ESTATE OF VANKIRK
,. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law/depose as stated is true and correct as ~~.::~verily believe, and say thatthe above account ,~. ".{~ Sworn and subscribed before me this . l0F:i:~UW~.CL~;~K,-rDL~::'~'(F'U~~UC W;\~:1;!":5:\Q:~,,:\t~:~snl;·jGTOH COUl-lTV MYCOMMlss;.(m ,EXPiRES DECEMBER 30,1970.,,. ~·~~~£---~f--- t~e Will 'of William C.Ramsey, deceased,who was Guardian of··tlie··E;st·a::c·e··o"f··'f{ob·er·t···E·:··Viiiikfrk, an incompetent. Wa'shington 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 Court/as evidenced by proofs thereof filed to No..h.3.-::.10.-:..:J1D . Witness my hand and official 'seal thiS..Slf!::.....mm. o...",... ,.",'~" day of ~~~~.'~1910.. CUYJ"."wv~vc..x.~·OUVW1UY ;.. Register of Wills -~~~:~.r-!~o Q) H'g ""'0 <.lo0<.l~~ --.'-,IP'" \"......,~i'. ~.0 JUL 15 Atl I:I 433 Rl ""'~.rh G-l!t't 0....,·riO cO 01.:~~~El Q)i0-i->iO'f <.l ::1.CIS 6 .j.>'!s::<.l~....-l..'!:«I:CISgH~.j.>: !Kr-i :fI}:", ::.:::ILl!.r-f .!"'f.i1 ~po;:::~~:H~H ...~Q)~r-! 0 ::.:::E-1 ~~..c:~ I'i1 Z ~rx:l:0 m.j.>:s:: Eo<<(Ij :«1 ., ~:>8 ~,....(!)fH ~.j.>1 1 Eo<~C:X:r-tC!>°i S::iw.P-i p:;.....Q:l :.Q);I'i1 f.i1 S !~s::i:il .j.>:•i",«I i Q): <;J!8 0 ~Q)~...-Ij.p 0.: 1 p::::z:~~~O:H S!f.i1 '1 .j.>r()H!Q)0: l1:l ~aro~oj 0 :zi q G-l tlS ;:j:0 s::; ~:~O~:~~ or-li0 I z ". .,...-~--- ,....'.. ~~-~--"-_..........-~ ___6 ~..., " "aWlSa S!4~U!uo!~nq!J~s!P JadoJd au!wJa..l,ap 0l palSanbaJ "llnH::>adsaJ S!lJn0J a4.l / ,. -----------.... //'t../f-.~<' /1 ' r .t"/. I - -------1-. THE FIRST AND FINAL ACCOUNT OF EDNA B. RAMSEY,EXECUTRIX OF THE WILL OF WILLIAM C.RAMSEY,DECEASED,WHO WAS GUARDIAN OF THE ESTATE OF ROBERT E.VANKIRK,AN INCOMPETENT . .===================~=============================================================== TO BALANCE PER FIRST AND PARTIAL ACCOUNT AT NO.224 of 1962,O.C. .ADDITIONS TO PRINCIPAL $ .263.42 Schedule "A" INCOME Schedule "B" GAIN ON CONVERSIONS OF ASSETS Schedule "D" $53,208.68 v J 7,642.18 60,885.2;1; TOTAL ASSETS ----------------------------------------1;'••••~-' v $61,148.65 LOSS ON'CONVERSION OF ASSETS Schedule "C" DISBURSEMENTS Schedule "E" .) 165.46 ,. ~j;'29 ,,977 .68 $30,143.14 •BALANCE FOR DISTRIBUTION I -------------------------------$31,005.51 ,. SCHEDULE "A" ADDITIONS TO PRINCIPAL 9/22/62 1/2/62 4/16/63 8/14/63 11/2/66 John Eagleson Estate John Eagleson Estate John Eagleson Estate John Eagleson Estate Margaret McCue,Guardian for Robert Vankirk 1,000.00 1,000.00 1,000.00 48,698.75 1,509.93 TOTAL -------------------$53,208.68 ,.~ SCHEDULE "B" "" INCOME 2/5/64 2/17/64 10/1/65" 5/19/66 10/28/66 5/23/67 7/24/67 10/10/67 " 3/18/68 5/14/68 5/23/68 8/14/69 / Bond Interest Bond Interest Bond Interest Bond Interest Bond interest Interest on Savings Certificate Bond interest Bond interest Bond interest Bond interest Interest on savings certificate Interest on Savings Certificate TOTAL SCHEDULE "C" LOSS ON CONVERSION OF ASSETS $10,000.00 U.S.Treasury 'Bonds 3 "7/8% due May 15,1968,purchased August 16, 1963 $10,031.25 Redeemed 5/14/68 -10,000.00 287.55 549.38 2,325.15 ,1,062.60 ",,487.50 225.00 ' 875.00 487.50 661 ..25 193.75 237.50 250.00 $7,642.18 Loss 31.25 $1,000.00 U.S.Treasury Bonds 4%due 2/15/69,purchased 8/16/63:~$.1,007.81 Sold 10)13/67 -979.85 Loss 27.96 SCHEDULE IIC II CONTINUED LOSS ON CONVERSION OF ASSETS $4,000.00 U.S.Treas~~~Bond 4%due 2/15/69' Purchase cost ..'$4;031.25 Redemption value 2/15/69-"42°00.00 $5,000.00 U.S.Treasury Bond 3~3/4% Due 5/15/66 -·Purchased 8/16/63~'$5,018.75Red~mptiori value -5/15/66 5,000.00 $10.000.00 U.S.Tr.easurv Bond.4 %/dtie 8/15/70 :-:Purchased '8/16/G3/'''~''$10,056.25 Redemption value 8/15/70 -10,000.00 Loss Loss Loss TOTAL LOSS ON .CONVERSION.OF ASSETS 31.25 18.75 56.25 - 1-<;;'"-f."1.~~ ..56:-25 $-165.46, GAIN 'ON CONVERSION OF ASSETS $10,000.00 u.~.Treasury Bond 3 3/4%· Due August 15,1968 -Purchased August 16,1963"$9~965.63 Maturity Value 8/15/68 10 2 000.00 Gain ,.34.37 $34.37 / TOTAL GAIN FROM CONVERSION OF ASSETS',-.) I ;"1 .. $34.37 DATE PAYEE SCHEDULE ttEtt DISBURSEMENTS ITEM AMOUNT 10/24/62 to 9/10/63 10/13/67 9/15/62 9/15/62 Mellon National Bank and Trust Company Mellon National Bank and Trust Company National Store Lucile Jones Service charges on checking account from 10/24/62 to 9/10/63 6.81 Postage on bonds 2.10 Jacket,shoes,socks ~7.45 Room,board from 9/16/62 to 9/30/62 120.00 9/19/62 9/20/62 9/29/62 10/9/62 10/19/62 10/20/62 10/25/62 The Hub Annex Pharmacy Lucile Jones The Hub Taylor's Pharmacy The Hub Lucile Jones Clothing Drugs Room and board 9/30/62 to 10/28/62 Slacks Drugs Slacks Room and board 10/28/62 to 11/25/62 49.40 19.26 240.00 16.95. 12.~ 15.95 240.00 11/5/62 11/13/62 11/17/62 11/24/62 12/17/62 12/18/62 12/21/62 1/4/63 1/18/63 Bernard H.Berman,M.D. Taylor's Pharmacy Lucile Jone Lucile Jones Washington Jeweler Taylor's Pharmacy Lucile Jones Lucile Jones Bernard H.Berman,M.D. / Office call and flu shot 8.00 Drugs 8.50 Reimburs~ent for special -shoes and boots 20.40 Room and board 11/25/62 to 12/23/62 240.00 Watch 18.16 Drugs 18.00 Room and board 12/23/62 to 1/6/63 120.00 Room and board 1/6/63 to 2/6/63 240.00 Flu shot 3.00 DATE PA'lEE ITEM AMOUNT 2/1/63 Lucile Jones Room and board 2/3/63 to 3/3/63 240.00 2/13/63 Taylor's Pharmacy Drugs 13.85 2/14/63 The Hub Clothing ,15.80 3/1/63 Lucile Jones Room and board 3/3/63 to '3/31/63 240.00 4/1/63 Lucile Jones Room and board 3/31/63 to 4/28/63 240.00 4/1/63 Taylor's Pharmacy Drugs .3.35 4/17/63 Taylor's Pharmacy Drugs 24.55 4/22/63 William C.Ramsey Norelco Shaver 17.54 4/29/63 Lucile Jones Room and board 4/28/63 to 5/26/63 240.00 5/13/63 Taylor's Pharmacy Drugs 25.49 5/25/63 Lucile Jones Room and board ". 5/26/63 to 6/23/63 240.00 6/3/63 The Hub Clothing 98.90 6/11/63 Bernard H.Berman,M~D.Professional services 5.00 6/20/63 .Lucile Jones Room and board 6/23/63 to 7/21/63 240.00 6/20/63 Taylor's Pharmacy.Drugs 31.76 7/12/63 Taylor's Pharmacy Drugs 7.35 8/5/63 Washington Tailors Trousers 24.50 8/17/63 Lucile Jones Room and board 8/18/63 to 9/13/63 240.00 8/17/63 Taylor's Pharmacy Drugs 22.95 9/3/63 William C.Ramsey Reimbursement for money advanced for room and board 240.00 '-9/12/63 Lucile Jones Room and board 9/15/63 to 10/13/63 240.00 9/17/63 Taylor's Pharmacy Drugs 19.15 10/10/63 Lucile Jones Room and board 10/13/63 to 11/10/63 240.00 ll/24/63 Taylor's Pharmacy Drugs 39.95 11/4/63 Bernard H.Berman,M.D.Office calls 15.00 11/9/63 Lucile Jones Room and board 11/10/63 to 12/8/63 240.00 11/9/63 Washington Tailors Trousers 49.00 / 11/14/63 Taylor's Pharmacy Drugs 26.45 DATE 12/7/63 12/i4/63 1/4/64 1/4/64 1/18/64 1/29/64 1/31/64 2/5/64 2/11/64 2/13/64 3/2/64 3/23/64 3/20/64 3/23/64 3/23/64 3/15/64 4/24/64 5/11/64 5/23/64 6/11/64 6/20/64 6/20/64 7/13/64 7/15/64 7/18/64 8/7/64 8/15/64 PAYEE Lucile Jones Taylor's Pharmacy Lucile Jones The Hub Taylor's Pharmacy Lucile Jones McCreight,Marriner &McCreight Mellon National Bank Robert E.McDowell Treasurer of East Buffalo Church Taylor's Pharmacy Lucile Jones Lucile Jones Washington Hospital Bernard H.Berman,M.D. Taylor's Pharmacy Taylor's Pharmacy Lucile Jones Taylors Pharmacy Lucile Jones Fitzgerald's Pharmacy Lucile Jones Luc ile Jones Bernard Berman,M.D. The Hub Lucile Jones "Family Pharmacy Lucile'Jones ITEM Room and board 12/8/63 to 1/5/64 Drugs Room and board 1/5/54 to 2/2/64 3 pa ir pajamas Drugs Room and board 2/2/64 to 3/1/64 Costs and Attorneys fee Lock box rental Donation Drugs Room and board 3/1/64 to 3/29/64 Room and board 3/29/64 to 4/~6/64 Chest x-ray Professional services Drugs Drugs Room and board 4/26/64 to 5/24/64 Drugs and medicines Room and board 5/24/64 to 6/21/64 -Drugs Room 'and board 7/21/64 to 7/19/64 Reimbursement for shoes Professional Services Clothing Room and board 7/19/64 to 8/16/64 Drugs Room and board 8/16/64 to 9/13/64 AMOUNT 240.00 '25.92 240.09 14.90 30.11 240.00 315.75 4.40 ::,J 25.00 27.66 240.00 240.00 12.00 18.00 48.04 32.42 240.00 32.65 240.00 11.19 240.00 7.50 12.00 7.30 240.00 26.80 240.00 East Buffalo Presbyterian Church 25.00 DATE 9/12/64 9/25/64 10/7/64 10/10/64 11/7/64 11/13/64 11/14/64 12/5/64 PAYEE Lucile Jones Family Pharmacy The Hub Lucile'Jones Lucile Jones Family Service Earl Closser,Treas. Lucile Jones '. ITEM Room and board 9/13/64 to 10/11/64 Drugs Clothing Room and board 10/11/64 to 11/8/64 Room and board 11/8/64 to 12/6/64 Drugs Room and board 12/6/64 to 1/3/65 AMOUNT 440.00 32.13 11.85 240.00 240.00 47.65 240.00 1/2/65 2/1/65 2/1/65 2/5/65 2/17/65 .2/27/65 3/27/65 4/12/65 4/12/65 4/17/65 4/24/65 5/7/65 5/22/65 7/19/65 7/17/65 Lucile Jones Lucile Jones Family Pharmacy Washington Tailors Mellon Natio~al Bank Lucile Jones Lucile Jones Luc ile Jones Family Pharmacy Bernard H.Berman,M~D. Lucile Jones Family Service Lucile Jones Lucile Jones Lucile.Jones "Room and board 1/3/65 to 1/31/65 240~00 Room and board 1/31/to 2/28/65 250.00 Medicine 52.63 Zipper on jacket 3.68 Safe deposit box 4.40 Room and board 2/28/65 to 3/28/65 240.00 Room and board 3/28/65 to 4/25/65 240:00 Reimbursement for purchase of shoes 17.50 Medicine 35.79 Professional Services 17.00 Room and board 4/25/65 to 5/23/65 240.00 Medicine 19.52 Room and board 5/23/65 to 6/20/65 240.00 Room and board 6/20/65 to 7/18/65 240.00 Room and board 7/18/to 8/15/65 240.00 Professional s~rvices 14.007/17/65 8/2/65 8/9/65 8/14/65 Bernard H.Berman~M.D •. / .Family Pharmacy The Hub Lucile Jones Medicine Clothing Room and board 8/15/65 to 9/12/65 51.68 15.50 240.00 DATE 9/11/65 10/5/65 10/6/65 11/6/65 11/8/65 11/22/65 12/4/65 12/29/65 12/29/65 ." PAYEE Lucile Jones Family Service Lucile Jones Luc i1e Jones Family Pharmacy Robert McDowell, Financial Secretary Lucile Jones Bernard H.Berman,M.D. Lucile Jones ITEM AMOUNT Room and board 9/12/65 to 10/10/65 240.00 Medicine .34.20 Room and board 10/10/65 to 11/7/65 240.00 Room and board 11/7/65 to 12/5/65 240.00 Medicine 38.15 East Buffalo Presbyterian Church 25.00 Room and·board 12/5/65 to 12/2/66 240.00 Professional services 14.00 Room and board 1/2/66 to 1/30/66 -240.00 Medicine 38.40 G10thing 17.151/4/66 1/17/66 1/20/66 The Hub Family Pharmacy . Luc i Ie Jones'Room and board 1/30/66 to 2/27/66 240.00 2/16/66 2/26/66 3/11/66 3/26/66 . 4/11/66 4/23/66 4/20/66 5/21/66 6/10/66 6/13/66 6/18/66 7/8/66 7/16/66 8/3/66 8/22/66 8/13/66 Mellon National Bank Lucile Jones Washington Tailors Lucile Jones Bernard H.Berman,M.D. Lucile Jones Family Pharmacy Luc ile Jones Family Service Rober t E.J\icDowell Financial Secretary Lucile Jones Washington Tailors Luc i Ie Jones Family Service Bernard'Berman,M.D. Lucile Jones Rental of safe deposit box 4.00 Room and board 2/27/66 to 3/27/66 240.DO Clothing repair 2.10 Room and board .3/27/66 to 4/24/66 240.00 Professional Services 10.00 ,Room and board 4/24/66 to 5/22/66 240.00 Medicine 51.83 Room and board 5/22/66 to 7/19/66 240.00 Medicine 53.08 East Buffalo Presbyterian Church 25.00 Room.and :,board 7/19/66 to 7/17/66 240.00 Suit 126.85 Room md board 7/17/66 to 8/14/66 240.00 Medicine 30.49 Professional Services 7.00 Room and board 8/14/66 to 9/11/66 240.00 DATE 9/6/66 9/6/66 10/4/66 10/8/66 10/5/66 11/5/66 11/7/66 11/10/66 12/3/66 12/5/66 12/31/66 1/4/67 1/9/67 2/28/67 2/3/67 2/20/67 2/25/67 3/10/67 3/15/67 3/25/67 3/31/67 4/10/67 4/10/67 4/22/67 5/5/67 5/20/67 6/6/67 6/16/67 ." PAYEE Family Pharmacy Lucile Jones The Hub Lucile Jones Family Pharmacy Lucile Jones Family Pharmacy Bernard Berman,M.D. Lucile Jones Family Pharmacy Lucile Jones Bernard Berman,M.D. Family Pharmacy ·Lucile Jones Family Pharmacy Mellon National Bank Lucile Jones Family Pharmacy Bernard Berman,M.D. Lucile Jones Washington Hospital Family Pharmacy Robert McDowell,Chair- rr~n,Financial Committee Luc ile Jones' Family Pharmacy Lucile Jones Family Pharmacy Lucile Jones ITEM Medicine Room and board 9/11/66 to 10/9/66 Clothing Room and board 10/9/66 to 11/6/66 Medicine Room and board 11/6/66 to 12/4/66 Medicine "Professional Services Room and board 12/4/66 to 1/1/67 Medicine Room and Board 1/1/67 to 1/29/67 Professional services Medicine Room and board \2/29/67 to 2/26/67 Medicine Rental of lock box Room and board 2/26/67·to 3/26/67 Medicine Professional services Room and board 3/26/67 to 4/23/67 Services Medicine , East Buffalo Church Room and board 4/23/67 to 5/21/67 Medicine Room and board 5/21/67 to 7/18/67 Medicine Room and board 7/18/67 to 7/~6/67 AMOUNT 16.05 240.00 13.25 240.00 14.12 240.00 27.12 7.00 240.00., 20.82 240.00 7.00 20.50 240.00 26.09 4~.00 240.00 14.91 4.00 240.00 3.00 1.50 .2~.00 240.00 33.85 240.00 21.69 240.00 ." ·. " DATE 5/3/68 5/13/68 5/19/68 9/23/68 9/23/68 9/23/68 9/23/68 9/23/68 12/20/68 12/20/68 12/20/68 12/20/68 2/14/69 2/14/69 4/2/69 4/2/69 4/2/69 4/2/69 ·4/2/69 6/4/69 6/4/69 6/4/69 3/10/69 8/14/69 8/14/69 PAYEE Family Pharmacy Mellon National Bank Lucile Jones Lucile B.Jones Family Pharmacy Ambulance &~hair Service The Washington Hospital Owen D.Benton,M.D. 'Lucile B.Jones Family,Pharmacy The Washington Hospital Bernard H.Berman,M.D. Lucile B.Jones Family Pharmacy Lucile B.Jones Family Pharmacy The Washington Hospital Bernard H~Berman,M.D. lVashington Tailors ~,~~'. Lucile B.Jones The Washington Hospital Family Pharmacy Mellon National Bank Lucile B.Jones Bernard H.Berman,M.D. ITEM' Medicine Cost of mailing treasury bill Room and board 5/18/68 to 7/16/68 .(ba lance due for 4/20/68) Room"and board June',18th to Sept.'18tb Medicine Services Hospital'care Professional services Room and board 9/18/68 to 12/18/68 Medicine Services 9/30/68 to 10/18/68 Professional services Room and board >12/18/69:to:2/5/69 Medicine Room and board 2/6/69 to 3/30/69 Medication Hospital Care 2/10/69·to 2/13/69 Professional Services Clothing Room and Board 3/31/69 to 5/31/69 Hospital care 3/29/69 to 5/6/69 Medicine Safe deposit box Room and board 6/1/69 to 8/16/69 Medical services A:',10UNT .28.95 3.35 380.00 660.00 73.92 /'20.00 301.70'. 50.00 600.00 59.33 677.75 386.00 420.00 39.77 420.00 4.09 159.10 35.00 66.50 480.00 305.30 33.32 4.00 ,660.00 60.00 DATE 10/8/69 10/8/69 11/24/69 11/25/69 11/25/69 1/14/70 1/1~/70 1/14/70 1/14/70 1/14/70 2/26/70 2/26/70 2/26/70 ·2/26/70 2/26/70 ....., PAYEE The Washington Hospital Family Pharmacy Lucile B.Jones The Washington Hospital The Family Pharmacy Lucile B.Jones Mrs.Mildred Lohr Family Pharmacy Curtis Pharmacy Mildred Lohr Miidred Lohr The Washington Hospital William A.Prideaus~Jr. M.D. Curtis Pharmacy Mellon National Bank ITEM Hospital care ~1edicat ion Room and board 10/11/69 to ll/gg (less one week) Hospital care Medication Room and board ·11/29/69 to 12/4/69 Room and board 12/5/69 to 12/31/69 Medication Medication Reimbursement for cost of medication Room and board 1/1/70 to 1/31/70 and 2/28/70 Hospital care 2/6/70 to 2/14/70 Professional services Drugs and medication Safe deposit box rental to 3/1/71 M~OUNT 376.75 .19.15 360.00 404.80 18.90 60.00 270.00 16.15 13.20 3.25 480.00 358.70 20.00 54.65 5.00 2/26/70 Ambulance and Chair Serivce Ambulance service to hospital and return to ,nursing horne 60.00 3/13/70 3/13/70 5/5/70 5/5/70 Mild:r:-ed Lohr Curtis Pharmacy Mrs.Mildred Lohr Curtis Pharmacy Room and board from March·l to and including March 31,1970. Drugs and medication Room and board from April 1st to April 30th, 1970. Drugs and medication 240.00 19.50 240.00 6.60 TOTAL DISBURSEMENTS -----------------------------$29,977.68 ,/ J In t4t <1tann af (ltamman 'lrus af Ihts~ilt!ltnn <!!onnty. Jtnnsylttuniu.(@rp~unll'Qtaun Dinilllnn ESTATE OF Robert E.VanKirk, N 102 of 1970o.__--!-~--::...;~~~_ In the matter of thc..e__F'_i_r_s_t_a_nd__F'_i_n_8_l_ an incompetent.Account of Edna B.Ramsey,Executrix of the deceased guardian I $31,005.51Balanceperaccount_-..,..._ ADJUDICATION AND DECREE And now December II ,19.:Ifl-,this matter came on for hearing, audit and distribution atthis session and testimony 'token;and thereupon,upon due consideration thereof the b.alag~e for distribution in the hands of the Accountant is determined to be $29,352•.!!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 port hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg.,.-- SCHEDULE OF DISTRIBUTION Balance,_ William C.Ramsey,deceased,Guardian.,Edna B. Ramsey,Executrix,compensation a,s fiduciary, McCreight,Marriner &:McCreight,Esqs.,reim- bursement for cos ts and filing fees paid, $27,430.80 $27,385.10, $27,910.80 $28,660.80 $31,015.51 $29,382 .64 $28,742.80 $63.47 34.37 Additional credit asked.at audit , McCreight,Marriner &McCreight,Esq~~,compen sation as counsel for fiduciary, Mrs.Mildred Lohr,room and board for Robert E.I Van Kirk from 8-1...70 to 9-30-70, CurU's .Phe.l'II1sey.me dieo.tion and drugs to 10-3-10I Mellon National Bank and Trust Company,(Wash-I ington Offiee)Successor True tee,under Para- graphll of the Will of John Eagleson,deceased, fop the benefit of Robert E.VanKirk,Dalance, subject to claims and costs hereinabove recited, including A.>$10,000.00 U.S.Treasury Bond 3 3/4%or 1968 due August 15,1968 with coupon No.13 due August 15 1 1968 for $187.50 attached, (8arrring val ue $996b.65); B.)~10,'OOO.00 u,,8.Treasury Bond 4%due August 13,1970,wi,thcoupon,No.10 to 14,inclusive for $200.00 each attached (carrying value $10119 22); Additional debit asked at audit Deduct Clerk's Costs &Receipts _ Attorney McCreight Marriner &McCreight Subtract for accounting purposes - Correction of Schedule C Correction of Schedule D ,0 ~>... ~ :l z '9 -+p ~i :rcCD ~ a 3 S-o i....... +-1a ... ,t 0 S' ... i 10 = ~~ ~a .'.,.... ,;;-. -:...- c.)Eight _500.00 u.s.Treasury Bonds 4%due February 15,<1969 with coupons Nos.12 and 13 ror $10.00 each attached to each,(carrying value $4031.68);~ D.)Certificate of deposit of Mellon Na.tiona1 Bank and Trus t Company in the principal sum of $5000.00 dated May 23,1966,payable one year after date and bearing 4i%interest,in the name of William E.He.maey,-Guardian of Robert E.Vankirk (carrying value $5000.00);cash $167.25..,.29284.8D No balance ./ .'" ., .-' 0 ~f >"'"~~ :3 Z ~ n ""'"? 0 0 :r ,:--- ~.Cit c CD JtUJ, ~~3 0 0 0..............~ ~ CD ~ ., t 0"'"""'" ::: :::r ,. CD ~~ I'Stl; --L.'"J ,::::;,c.n ""'"1: Z -J 0.... ('V')--._.1 ....~..(;:)....,-0'-c-, -.CL ;l_ C -~z'-'0-_.a:::l- t , !•....tJ (~:... ~-.h...'4 Ii 1..1 (.I),-;.t; _..,.1 {._'j if)- L.U (J)-- c:l .- ::::l 0 UJ .................u.) c:::l a::-<::,r-c::::>1-'_... ---~-------------------------------~ IN BE: ~''i·;.<::fO -:1~ ~:::- t.:::l:::l ~_.J VI f"r]2!'!!22!~->--0')(,'1 c.:::i ~c-.:,r;tC)~"/--:......,'2 1 c:R'.'-""-."!if:",""',~,........;;.;;;.__""''''.~;"7'7"" <:::l.''.'..:it:........:~ .:'.~.~.~•0 •~.'I~t:i?.':b 0 "'.~.'•".~'<:.-~~ VJ <:::.>""v PETITI~N FOR ORDER TO OPEN AND INVENTORY'ISitJE ,DEPOSIT''U BOX './' Cy )',ESTATE OF ROBERT E.VANKIRK ,--'''--' AN INCOMPETENT. IN THE COUw,t OF ,COMMONPlJEAS OF WASRINGTQN COUNTY, PENNSYLVANIA.' ORPHANS'COURT DIVISION NO.702 of '1970,~' IJ;?)~"', ~'c-.,;.. <J N C)...; .'"p~",\t)' .~\.J~, IIIiII! I t' II ! I IiIII Ii, II!!iII t ~ 5: () () ;0 ::fTl }>Gi ~I~Z~:-i~~65:J:0 :u »-z z ;0~.;'";0•.;:u-<-o c Ul Z,'Z Ul }>fTl.-l-l;o ;?~rQ>'r=~•0 5:,--()z () G);0 fTl G) I-l ",,' .\ '. McCREIGHT,MARRINER Be McCREIGHT ATTORNEYS AT LAW WASHINGTON TRUST BUILDING ..!0 ~~"GT;N~:Jxlorb t. ~.~.~.~t= !, "• .' ,. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVISION IN RE:..' ESTATE OF· ROBERT E.VANK,IRK, AN INCOMPETENT. ,) ,~ ) )NO.702 of 1970,~ ) ) PETITION FOR ORDER TO OPEN AND INVENTORY SAFE DEPOSIT BOX TO THE HONORABLE,THE JUDGES OF SAID COURT: The petition of Edna B.Ramsey,respectfully represents: 1.That your petitioner is the widow and personal representative of the Estate of Willidm C.Ramsey,deceased,who died June 5,1968. 2.That the said William C.Ramsey,in his lifetime, was appointed Testamentary Trustee under the provisions of Paragraph 11 of the Last Will and Testament of John Eagleson, Deceased,which created a trust with a life estate with power to consume .in favor of Robert E.Vankirk with the remainder to the Crippled Children's Fund,later identified in proceedings in this Court as the organization how known as The Southwestern Pennsylvania Easter Seal Society For Crippled Children and Adults Inc,A copy of the Will is hereto attached and marked Exhibit "A". 3.That your petitioner,in her capacity as executrix ".' of the Will of William C.Ramsey,deceased,filed her first and final account of the trust administration of the said William C.Ramsey as Testamentary Trustee aforesaid which was filed to No.702 of 1970,O.C.and which is scheduled for Audit on Friday, September 18,1970. 4.That the trust ba~k account maintained by the said J ., 'I William C.Ramsey for the operation of the trust accounts for only a small portion ,of the,assets of the trust estate .•I 5.That among the receipts and records of the said William C.Ramsey,your petitioner finds safety deposit box keys and has verified that the said William C.RamseY,~rent,ed a safe deposit box in the Washington office of Mellon National Bank and Trust Company No.J-267 designated William C.Ramsey Guardian for Robert E.Vankirk. 6.That your petitioner does not know the contents of this lock box but believes and therefore avers that said box contains the securities and/or information which is necessary to enable your petitioner to complete the petition sur audit and advise the Court of the nature of the assets constituting the balance for distribution in the trust estate. WHEREFORE your petitioner prays that an Order be made authorizing your petitioner to enter said box and inventory the contents thereof for the purpope~aforesaid. (Edna :B..Rams ey ,~J • COMMONWEALTH OF PENNSYLVANIA ) )SS: COUNTY OF WASHINGTON ) Personally appeared before me,the'undersigned authority,EDNA B.RAMSEY,who,being duly sworn according to law deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of her information, knowledge and belief. EdnaB.Hamsey ".Sworn to and subscribed before me this l!Aay of September,1970. " ---:'B~RBARA CRAIG.NOTARY PlJl'ttPe;. WA~HINGTON.WASHINGTON COUNTY' MY S{)MMISSION tXf-'IRtS :UNE 25.1974 "'MellJller.PennsylvaniaAssociationofNotaries.,, t f j .." '/,- ,. ;.,.--~ I,John Eagleson,of Canton Township,Washington County, Pennsylvania,do make,publish and declare the'following to be my Last Will and Testament.: 1.I give,devise and bequeath to my brother,A.Stewart Eagleson,the sum of Ten Thousand Dollars,the grandfather clock, the cherry chest of drawers which belonged to Aunt Jennie Stewart, the two drawer mahogany veneer witness stand with the pigeon holes, the tilt top stand,and all the glass individual butter chips. 2.In addition to the property referred to in the preceeding paragraph,!give,devise and bequeath to my said brother,A.Stewart Eagleson,the land fronting on the old National Pike between the lot he now owns and the land now or formerly of William Bannister,to the depth ~he lot he now owns,the exact amount of land and its location in relation to the remainder of my farm'to be',.detm'lTI'ined by'a survey,and a '-, deed shall be executed and delivered to the said A.Stewart Eagleson,his heirs and assigns,for the same by my executor hereinafter named,all' the expenses of the survey,conveyance and recording to be paid from my estate. 3.I give,devise and bequeath to Ann Mosier,1649 Weirich Ave.,Washington,Penna.,the sum of Two Thousand Dollars. 4.I give,devise and bequeath to Mrs.Bessie Barr,Canton,' Ohio,the sum of Five Thousand Dollars. 5.I give,devise and bequeath to Mr.and ~rs.Joel Knox in equal shares the sum of One Thousand Dollars. 6.!give,devise and bequeath to'18 East Buffalo Presby- terian Cnnrch the sum of Two Thousand Dolhrs. 7.i give,devise and bequeath to Marguerite Blayney the sum of One Thousand Dollars. 8.!give,devise and bcqueat~to Mary Hodgens the sum of One Tho~sand Dollars. 9.1 give,devise and bequeath to Lauretta A.McCue the sum of Five Thousand Dollars. 10.I give,devise and bequeath to James J.McCue the sum C~ 11~ive T::ousand Do lIars 4 / EXHIBIT "A" .1 .:.;:'..-'., ••"'.........~"----:! 11.I give,devise and bequeath to William C.Ramsey the sum of Fifty Thousand Dollars for the benefit of RobertE.Vankirk for the following purposes.To use the income or any part thereof ably necessary or desirable for the comfortable maintenance and care of the said Robert E.Vankirk so long as he shall live and for respect~ble interment and funeral expenses aiter his death.After the death of said Robert E.Vankirk any balance of principal or inte28st or both shall be paid over by the said William C.Ramsey or 2Uy successor trustee to the Crippled Children's Fund for the general / purposes of the orCBnization and the receipt of the treasurer of the said organization shall be a complete relief of the said William ~./ Ramsey £TO~a~y further liability on &ccount of said fund. 12.I direct that all benefits giveD under this will inclUding taxable benefits provided by residuary clause shall be paid in full?without any deductions being made for State Transfer or Inheritance ~axes,Federal,state or succession taxes,but said taxes I direct sh~ll be paid by my estate. All the rest,residue and remainder of my estate of whatsoever l:ind?X direct my executor to convert into'cash and distri- bute as iollons:Washington and Jefferson College 30 percent,Wasr~g- ton Hospital 30 percent,City Mission of 'Washington,Penna"15 percent, Associatio~for the Blind of Washington,Penna.,10 percent,Salvation Army of washington,Penna.,15 percent. 1~.i Dominate,constitute and appoint James J.McCue to be the executor 02 this last will and testamen¥. I direct that'any beneficiary who shall be dead at the time of my death shall not be included in the schedule of distribution, and such share or shares shall be added to the residuary estate and distributed ~s herein provided. !nWitness Whereof,!have hereunto set my hand and seal this 20th d~y of ~arch 1959. / /s/Jo~.!agleson (SEAL) .\.. Signed,sealed,published and declared by the abov~named John Eagleson as and for his last will and testament in the presence of us,who,at his request,in his presence and in the presence of each other,have signed our names as witnesses thereto. /s/Nary Trifaro,R.W. /s/tir~.Dorothy Edenfield / / IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVISION IN RE: ESTATE OF ROBERT E.VANKIRK, AN INCOMPETENT.' ) ) ) )NO.702 of 1970,o.C. ) ) ) ) o R D E R AND NOW,September ~,1970,the within petition.. having b~en pres~nted to the ~ourt and it appearing that entry ". ,', into Lock Box J-267in the Washington office of Mellon National Bank and Trust Company is necessary to enable the petitioner to "make a proper report to'the Court,.Now Therefore on motion of McCreight,Marriner &'McCreight;attorneys for petitioner,the petitioner is authorized and directed to enter Lock Box No.J-267 in Washington office of Mellon National Bank and Trust Company and to inventory the cont~.nts th~reof,returning all said Icontentstosaidbox,provided,however,that there shall be present during said opening and inventory,counsel for petitioner, the President or one of the Vice-Presidents of The Southwestern Pennsylvania Easter Se~l Society For Crippled Children and Adults Inc.and Francis H.Patrono,Esquire,counsel for said Society, and an officer of Mellon National Bank and Trust Company. ~/,''I' < J ~lt .t4t <ltnutt nf <ltnmmnu 'Itas nfllas4iltBtnlt <trnuuty (@rp4aus"Qrnurt Iliuisinu In the matter of the Audit of Account in Estate of ROBERT E.VANKIRK,Decease TO THE AUDITING JUDGE: No.702 of 1970 Enter -o=..u=r'------'appearance for the SOUTHWESTERN PENNSYLVANIA EASTER SEAL SOCIETY FOR CRIPPI,ED CHILDREN AND ADULTS,INC.,successor to Washington County Society for Crippled Children and Adults,Inc.,remainderman under the will of J-came:s Eagleson cc:John N~702 of 1970 In re Audit of Account in EstllJte of ROBERT E.VANKIRK,Deceased AUDIT 'rttrripr fnr !\pprttrttUrr FOR SOUTHWESTERN PENNSYLVANIA EASTEB SEAL SOCIETY FqRCRIPPLED CHILDREN AND ADULTS.INC. t;;:::J~..c::rT1en,(';)(I)c-J::c :;0;(()_ ~;:J..-..~:::::O Z~rn~.p"m r' --f:xJr ~.::;::":: "t--~g':J1E ;i~. .;rz- -0"6»en --.l C'J ...,., :::x 'UJ ..U"1 ..c:::- ,~.-....,.........'" 1 ,,--,1 .•'..f CJ PATRONO,CEISLER AND EDWARDS Attorney ~2 ~lt.t4r Qtnurt nf Qtnmmnu Jlras nf Itusijiugtnn mnunty ®rpijans~Qtuurt lilinisinn In the m!litter of the Audit of Account in Es.tate of_...:.:.R.:....:O:....::B:..-E.:....:R_T_E-.:...._V_A_N_K_I_R_K-',~{ AN INCOMPETENT. TO THE AUDITING JUDGE: 702 cf 1970No._ our accountant,Edna B.Ramsey,ExecutrixEnter.appearance for _ of the Estate of William C.Ramsey,Guardian of the Estate of Robert E.Vankirk,an incompetent. McCREIGHT,MARRINER &McC REIGHT Septemb er N.B.-Counsel shall,by separa:te pape·r,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 pa·per. Council suggesting proper distribution shall file a separate concise state- ment in that regard. ~~=.....~0 Q)~~~.....,~'"ri1 ::+..S ;+. "l:i I-~-;:l 0 'J:I::0<:.l 0<:.l ::J ~r;."<l1 t:+.....«0 1+-+.....,:a ~;:l<l1 =+. Q).... ,",~ i::I ~I-<~~~0z RUSSE LI.MM~IN0 EGI:TEH'Of WILLS "tV SHINGo'ON -,0.•PA . ~1t t4r atnurt nf Qrnmmnu Jlras nf lIas4iugtnu (ttnuuty ®rp4aus~(ttnurt mitrlsinu In the matter of the Audit of Account in Es,tate of__R_O_B_E_R_T_E_._V_A_N_K_I_R_K~,{ AN INCOMPETENT. TO THE AUDITING JUDGE: No.702 of 1970 our accountant,Edna B.Ramsey,ExecutrixEnter==-==--appearance for ---=---::-~_ of the Will of William C.Ramsey,Deceased,Guardian of the Estate of Robert E.Vankirk,an incompetent. McCreight,Marriner &McCreight October N.B.-Counsel shall,by separa:te paper,resent a concise statement of each claim,wHh 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. ~1-+=..,~0 F L E ;""CD ~u;~~;,0",-<-'~rn~=+.,'10 DE[I l'P1 3 54,S =+.i -<-'I--<>:i -:::l 0 P::0'"0C)::>~r;.,u('SEt...li/rlr'O<l1 t:t ~,'-"i t~"·/~.i..,«\t-t REGI.TEll "F WIL LS0LJ•-<-' W SH ING PA.:.a ~"ON CO.,:::l<l1 =+. Q)........1-+ >:i ~.....~~~0z i Form for Guardian or Trustee 'rlitinn ~ur 1\u~it -3Jlt wl1r ®rpI1Ult!i·aInurt of lIuBl1iltgtult QInultty j Robert E.Vankirk, Estate of . An Inc ompet ent', For ;. Filed at No..~g..?of 1~.~..o.C. ttdUfk~··E·s·~~·f~····~·f···~I·i·i·I·~~····B:·~·~~·~i~·i'~'" I?f?g..~.?:.s;..~.g..2 gy.?.:.r.fLi:.9,..D . Place of record ' of appointment :.. Date of trust Will dated March 20,1959 -John Eagleson died September 10,1961orguardianship. If there have been former accounts William C.Rams,~y filed a first and partial account filed in this estate,list:at 224 of 1962,o.C. ..Death of testamentary trustee June 5,1968ReasonforfilIngthISaccount... All persons h3;ving any !nterest,vested or contingent (including claimants),in the fund now before the Court, with the nature of theIr mterests are:. Robert E.Vankirk,ward,and life tenant. Washington County Society for Crippled Children and Adults -Remainderman as to that-portion of the estate received from the estate of John Eagleson, deceased,and subject to provisions of Paragraph 11 of the Will of John Eagleson,deceased. All of said parties have received notice as required by the Court Rules except as follows: No notice was served upon Robert E.Vankirk because incompetency still persists and his guardian was William C.Ramsey in behalf of whom this account is filed. The fund now befor,e the Court is subject to the following"taxes:None Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: The appointment of a Successor Trustee in the trust created under Paragraph 11 of the Will of John Eagleson,.deceased,for the ·benefit of Robert E. Vankirk,is required. William C.Ramsey was acting as Guardian of the Estate of Robert E. Vankirk prior to the testamentary trust under the Will of John Eagleson, deceased.In the first and partial account above referred to,Mr.Ramsey charges himself with receiving $1,000.00 under the Eagleson Trust and his account shows that after September 10,1961,he spent $2542.83 for purposes reasonably construed as maintenance and care of Robert E.VaRkirk.Accountant suggests that the estate of Robert E.Vankirk should be reimbursed the excess of expenditures over receipts as thus shown in the amount of $1542.83. by the John Eagleson Trust. Schedule A of the present account indicates $1509.93 received Nov.2, 1966,from sources other tharr the Eagleson Estate and accountant suggests that this amount,as spent for the maintenance and care of Robert E.Vankirk, should be reimbursed 'to the Est~te of Robert E.Vankirk from the John Eagleson Trust. Balance for distribution per account,Principal $}~.1..9.g.5...~..5..L .. SEE ATTACHED SCHEDULE Income $. Additional debits not shown in account: (Indicate whether income or principal) SEE·A~TACHED SCHEDULE Page 2 ", Total additional debits $. Additional credits not shown in account: (Indicate whether income or principal) SEE ATTACHED SCHEDULE -Page 1 ~-~......~~ $. $.. $.. SEE ATTACHED SUMMARY ATTACHED$.. Total additional credits Principal Income Total Page 2 and 3 f./)<J: Cl -l 0... Z _..J c:>r- (""'''-1 L.'".:tr} ,.! ,b:;~~ .-r-;~..C) l,;..~:-l ,~r:1-- ,,I Bakmce fot~diMrf6ution~,'~~t>-"...,.....i.~/'i ,~t)_ <.-..)'0 =-::r.:~~::)<..,:)(J).~-W -<'-C::3= '- A. B. C. D. E. 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: $10,000.00 U.S.,Treasury Bond 3 3/4%of 1968 due August 15,1968,with Coupon No.13 due August 15,1968,for $187.50 attached. $10,000.00 U.S.Treasury Bond 4%due August 13,1970,with Coupon No.10 to 14,inclusive,for $200.00 each attached. Eight $500.00 U.S.Treasury Bonds 4%due February 15,1969,with~Coupons Nos.12 and 13 for $10.00 each attached to each. Certificate of Deposit of Mellon National Bank and Trust Company in the principal sum of $5,000.00 dated May 23,1966,payable one year after date and bearing 4 1/2%interest.in the name of William C.Ramsey,Guardian ofRobertE.Vankirk. Balance -cash Garrying value of above assets in the lock box are as follows:(a)Item A $9,966.65' (b)Item B $10,119.22 (c)Item C $4,'031.68 (d)Item D $5,000.00_- .. '. ROBERT VANKIRK ESTATE S U<'M M ~A r R Y PRINCIPAL PER ACCOUNT ADDITIONAL DEBITS (See Schedule attached) ADDITIONAL CREDITS: Correction of Schedule C (attached)63.47 Correction or Schedule D .(attached)34.37 Additional credits (attached)1,632.87 $31,005.51 +10.00 $31,p15.51 Carrying value of assets in lock box 29,117.55 -30,848.26 BALAN.CE-------------------------$167.25 ,,, ROBERT VANKIRK ESTATE TO CORRECTION OF SCHEDULE C IN ACCOUNT Loss on $10,000.00 U.S.Treasury Bond 3 7/8%of 5/15/68 per Schedule C -$31.25 Corrected Purchase price $10,134.73 Addi~iona~.loss $103.48 ----------------------------- Loss on $1,000.00 U.S.Treasury Bond 4%of 2/15/69 per Schedule C -$27.96 Corrected Cost $1007.92 . Additional loss 11¢--------------------------------- Loss on $4;000.00 U.S.Treasury Bond 4%due 2/15/69 and ~r~oneously claimed in Schedule C at $31,.25 Corrected purchase and carrying price of bonds in lock box $4,031.68 - Correction +$31.25 -------:~------------------------- Loss on $5,000.00 U.S.Treasury Bond 3 3/4% of 5/15/66 per Schedule C -$18.75 ' Corre~ted ciost $5066.13 ' Addit iona,l loss "7 $47.38 .-------~..,.---_:_----:_-...;-------- \\'....''..'I''j'iI •'.f'.'' Loss on $10,000.00 U.S ..Treasury Bond 4!due 8/15/70 having a pur~hase and carrying'value $10,119.22 '.~ .::.Found in lock box and erroneo,usly claimed,in account $56.25 ' .1l +31.25_ 47.38 -Q-"'" +56··?5 ~ TOTAL CORRECTION TO SCHEDULE C IN ACCOUNT -----------63.,47 .10 ~~~,i'~-::C ~{:-/~3',t{~f ,'J,fj?;~.!l1J~.f3 TO CORRECTION OF SCHEDULE D IN ACCOUNT Gain on $10,000.00 U.S.Treasury Bond 3 3/4%of 8/15/68 having a cost and carrying value of $9,966.65 Found in lock box and therefore erroneously charged in account $34.37 TOTAL CORRECTION TO SCHEDULE D IN ACCOUNT ----------- (';D \4~'(~1.t,',.~'~i ~,~et ....~l ""C(f .ryv"t.f....~if--(J-r.-JW)f-''If;~ /' I n-.....; -34.37- 10/6/64 4/1/65 1/28/67 8/14/69 IB/8/69 10/8/69 6/5/70 6/5/70 6/5/70 8/7/70 8/7/70 ADDITIONAL DEBTIS ROBERT VANKIRK ESTATE Error in listing of check in account Check to Lucile B.Jones dated 2/1/65 listed in account as $250.00 -Correct amount of check should be $240.00 as listed in check book ADDITIONAL DEBITS --------------------------------- ADDITIONAL CREDITS Berman &Smith Professional Services Error in listing Check was listed in account of check in account for $35.79 -correct amount of check $35.99 . Lucile B.Jones Room and board 1/29/67 to 2/29/67 Family Pharmacy Medication Bernard Berman,M.D.-Professional Services Lucile B.Jones Room and board 8/16/69 to 10/11/69 Mildred Lohr Room and board 5/1/70 to 5/31/70 Wil]am A.Prideaus, M.D.Professional services Curtis Pharmacy Medication and drugs Mildred Lohr Room and board from 6/1/70 to 6/31/70 and 7/1/70 to 7/31/70 Curtis Pharmacy Medication and drugs + + 10.00 10.00 7.00 .20 240.00 40.02 125.00 420.00 240.00 20.00 21.65 480.00 39.00 TOTAL ADDITIONA~pREDITS -~_._------------------------- .. -2- $1,632.87 ,.ROBERT VANKIRK ESTATE SCHEDULE OF CLAIMS Accountant claims on behalf of William C.Ramsey Estate compensation as Trustee To Reimbursement of McCreight,Marriner &McCreight for costs advanced as follows: I ~'. l! l! l! l! 3.50 1.00 1.00 j 'l'"3.'50; 3.50 4.00 3.50 3.50 3.50 3.50 3.50 3.50 3.50 3.50 3.50 3.50 3.50 1.00 26.00 It "" It " Filing Motion and Order Filing Petition Filing Petition Filing Motion-Payment of expenses Filing Motion l!" Filing rJIot ion l! Filing Motion " Filing Motion " Filing Motion l! Filing Motion l! Filing Motion " Filing Motion l! Filing Motion II Notary on Account Filing Account Cash advanced for Filing motion It Petition to Open lock box Notary on Audit Petition Filing Petition to Open lock box Russell Marino,Reg. Barbara Craig,Notary Barbara Craig,Notary Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Russell Marino,Reg. Lorena Clark,Notary Russell Marino,Reg. John B.McCreight,Esq. 9/23/68 12/30/68 2/14/69 4/3/69 6/4/69 8/19/69 10/8/69 11/25/69 1/14/70 2/25/70 4/13/70 5/4/70 6/8/70 7/6/70 7/14/70 8/7/70 9/11/70 9/11/70 9/11/70 McCreight,Marriner &';,,"",·H McCreight -Fees as attorneys for trustee and services in Re:Present account and Audit 750~.o 0, TOTAL SCHEDULE OF CLAIMS --------------------~---------$1 332 00,. SCHEDULE OF CLAIMS FOR MAINTENANCE OF ROBERT VANKIRK 9/3/70 Mr-s.Mildred Lohr Room and board from 8/1/70 to 8/31/70 240.00 10/3/70 Mrs.Mildred Lohr Room and board from 9/1/70 to ~/30/70 240.00 :1.0/3/70 Curtis Pharmacy Medication and drugs to 10/3/70 45.79 TOTAL CLAIMS FOR MAINTENANCE OF ROBERT VANKIRK---------$525.70 ,, ,'.. .'.' ·.-..·:~:"~'~f;:f\lf7~;:,«:1'?"·~··~:r~'~~:"f~::"·Tt~:"·.:,~:--,,.~,,:-r:--:,_..~~..~~"'"':'-.--~~~:,;;',"'~'~, i \"' l/I I ! I,John Eagleson,of Canton Township,Washington County, Pennsylvania,do make,publish and declare theifollowing to be my Last Will and Testament.: 1.I give,devise and bequeath to my brother,A.Stewart Eagleson,the sum of Tep Thousand Dollars,the grandfather clock, xhe cherry chest of drawers which belonged to Aunt Jennie Stewart, the two drawer mahogany veneer witness stand with the pigeon holes, the tilt top stand,and all the glass individual butter chips. '2.In addition to the property referred to in the p~eceeding paragraph;I give,devise and bequeath to my said brother,A.Stewart Eagleson,'the land fronting on the old National Pike between the lot he I !iII. I: I·:~ ,now owns'and the land now or formerly of William Bannister,to the depth of the lot he now owns,the exact amount of land and its location in relation to the remaindet of mt faim't6 b~/deter~ined'bya sur~ey,and a deed shall be executed and delivered to the saidA.Stewart Eagleson,his heirs and assigns,for the same by my executor hereinafter named,all the expenses of the survey,conveyance and recording to be paid from my estate. 3.I give,devise and bequeath to Ann Mosier,1649 Weirich Ave.,Washington,Penna.,the sum of Two Thousand Dollars. 4.I give,devise and bequeath to Mrs.Bessie Barr,Canton, Ohio,the sum of Five Thousand Dollars. ~.I give,devise and bequeath to Mr.and Mrs.Joel Knox in I equal shares the sum of One Thousand Dollars. 6.I give,devise and bequeath to The East Buffalo Presby- terian Church the sum of Two Thousand Dolhrs. 7.I give,devise and bequeath to Marguerite Blayney the sum of One Thousand Dollars. ','.,' ( t.1i t ••'~1 I '7-"1 .,I \! ,I II i i ~,•'l.,117'l-::--7f?"""~~"'-.:~'":'~;'~~:r:''''~<>~"'~(~~r~~:;~''''-:::"t~-·~T···"';':::->,,~.-r'"-'~";~i~,;'~' ~,,'.".,..,fr, •,,'7II'I ~,I ! I' II( ...;",,:".~:''''''':._..-""~'~"''''''''''j ....'~ I", ,..,.~\....•,1 \.' 11.I give,devise and bequeath to William C.Ramsey the I sum of 'Fifty Thousand Dollars for the benefit of Robert E.Vankirk for the followin~purposes.To use the income or any part thereof and the principal or any part thereof which in his judgment,is reason- ,'ably necessary or desirable.for the comfortable maintenance and care of the said Robert,E.Vanltirk S0 long as he shalf live and for respectable interment and funeral expenses after his death.After the death of said Robert E.Vankirk any balance of principal or interest or both shall be paid over by the said William C.Ramsey or any successor trustee to the Crippled Children's Fund for the general pu~poses of the org~nization and the receipt of the treasurer of the :f said organization s~all be a complete relief of the said William C. Ramsey from any further liability on account of said fund. 12.I direct that all benefits given under this will including taxable benefits provided by residuary clause shall be paid ; in full,without any deductions being made for State Transfer or Inheriiance taxes,Federal,State or succession taxes,but said taxes I dire.ct shall be paid by m~estate. 13.All the rest,residue and remainder of my estate of whatsoever kin'd,I direct my executor to convert into cash and distri- buteas follows:Washington and Jefferson College 30 percent,Washbg- ton Hospitai 30 percent,City Mission of "Washington,Penna.,15 percent, Association for the Blind of Washington,Penna.,10 percent,Salvation Army of Washington,Penna.,15 percent. 14.I·nominate "consti~ute and appoint James J.McCue to be the executor of this last will and testament.' 15.I direct that any benefi.ciary who shall be dead at the time of my death shall not be included in the schedule of distribution; and such share or shares shall be added to the residuary estate and distrl'buted as herein provided. r In Witness Whereof;I have hereunto set my hand and seal this 20th day of March 1959. /s/John Eagleson (SEAL)--------- •.,·•·..,.,.'1 , -...-.'\ •'tw ......•~.. .:~,.!.,,~~~.~::'f}-e.~~·.~~1.l'.J~~":·~,,~-:;;t-"'~~:<r-~""'-'·---·-:-:.,'"'!.........10:'1:r.....·~·.t~-~-·-:·,~';·~~:>~~·;_·~..._...""'0~~~·.~.~~T:~~~.~..::,"''''";''~'';''''''~''r'.:;-:~~:~:'''~''"\:~-t'~"":";'~-",~.'~': ••"."\t ... .I ,/ I· Signed,sealed,published and declared by the abov.E'named John Eagleson as and for his last will and testament in the presence of us,who,at his request,in his presence and in the presence of each other,have signed our names as witnesses thereto. /s/Mary Trifaro,R.W. /s/Mrs.Dorothy Edenfield .~. .' ..• ~..)•.I :"l-,';;""'",----:'""·f: •c·. .. 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: The balance of principal and accrued interest of the Eagleson trust should be awarded to a Successor Trustee to be appointed. COUNTY OF WASHINGTON, COMMONWEALTH OF PENNSYLVANIA, The above named Fiduciary or representative thereof, being duly ~.~.2.r.9.doth depose and say that the facts set forth in the foregoing petition are true to the best of..h.~.r.knowledge and belief. SWQlm ....:::'.:.:.~..~~to and subscribed before me Thise....•..m.l}_.d.yh-.::;;.p.~~~J;>.~19~9.: Signature of Officer..~..L~. Title of Officer ~.9.~.9:.r.y.~~.~.~.!.?. Office expires ~~~~A~t~.IIG.:~rI~..P(jl:iD't .. WASHINGTON.WASHINGTON COUNTY MY COMMISSION lXl'lRES ;UNE 25.1974 Member,PennsylvaniaAssociationofNotaries And your petitioner will ever pray,etc. ~4-aF~~~'...,?:::::;l.~;..~. Edna B.Ramsey,Executri /';f the Estate of William C.Ramsey,deceased, ........Gbla·Pd·ia·l'l·..·0·r....the....E::l·ta:t·e·..·o·r-....Rob·ert..· . E.Vankirk,an incompetent. ! 'rtitinu ~ur i\ullit IN THE ORPI-IANS'COURT OF WASHINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES No .7..9.._?of 19ab _. ESTATE OF ROBERT E.VANKIRK....................................................................................~. ..........................................A.N J.N.G.QM.P.E..'J.'.E-N.T . FOR . .....................................................................................................................................minor-incompetent-life tenant Counsel for the accountant shall submit herewith the following,if pertinent: 1.Will or trust instrument-attested. 2.Inventory. S.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. •................................................................................................................................... Counsel for accountant. ~ IN THE COURT OF COMMON PLEAS OF WASHINGTON cm NTY,PENNA. j ORPHANS'COURT DIVISIrn .-;..,.' (. IN RE: ESTATE OF ROBERT E.VANKIRK, ~z.~an incompetent....>-OlZZIIIII. ie BEFORE:l!lziOl~ ti APPEARANCES:itI-III Ci...«U ii TIME:::I.., :r~N ) ) )No.702 of 1970 ) ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judge of the s aid Court. McCREIGHT,MARRINER &McCREIGHjJL ESQS., of Washingt<;m,Pa.,representing the Accountan . Friday,September 18,1970,at 10:OJDJo'clock A.M.,EDST. are McCreight,Marriner &McCreight.Mr.James McCreight? Will of William C.,Ramsey,Deceased Guardian,and the attorneys. VanKirk,ancincompetent.The Exectrdlrix is Edna B.Ramsey under [/•. '---'" May it pleas e the Court,we hand in at this time Number 702 of 1970,the ce:s:tate of Robert E. MR.McCREIGHT: oj 15 'THE COURT:I--lI:oII.IIIlI: l-ll:::IoU ~Uii:....o '0 IVI:only our appearance on behalf of the Acc ountant.As I believe Mr. John McCreight has informed Your Honor,j)ijst last week problems in the Audit Petition developed in the accounting.And therefore,we would ask leave to have this audit continued for a reasonable period of time to work out the problems.It's IB::imply a discrep8;ncy between '- 2 the a~couht,a discrepancy of no great size,but of very great difficu ty to find between the accourit and the--- THE COURT:Mr.John McCreight spoke to the Court about this "~-" (I r, matter.·It arose partly through the fact that a safety deposit box was recently opened in the case and some of the things found there compl cated the situation.We will continue"the audit of this account to Tuesdaa,y, October 1'3;1970 at 10:00 o'clock 1:.M.The reason we have Tuesda ther~is because Monday,October 12 is a {loliday,which is recogniz d by the Courts.So we will have that on Tuesday,October 13 at 10:00 0'clock A.M. (A UDIT 'CONTINUED) d.J j ".J IN THE COURT OF COMMON PLEAS OF WASHINGTON 90UNTY,PENNA ORPHA NS 'COURT DIVISION' "Mr.McCreight,are you ready with the Vanki k Tuesday,October 13,1970,at 10:00 9'clock A.M.,EDST. .FRANCIS H.PATRONO,ESQ.,of Washington Pa.,representing the Southwestern Pennsylva ia Easter Seal Society h>r Crippled Children and A~ults,Inc.,successor to Washington County Society for Crippled Children and Allults,Inc. remainderman under the will of J©.h.n:s Eagles(n. McCREIGHT,MARRINER &McCREIGHT,ES<DS., of Wcs hington,Pa.,representing the Account::nt. IT'HE HONORABLE P.VINCENT MARINO, Judge of the said Court. THE COURT: IN RE:) )' ESTATE OF )No.702 of 1970 ) ROBERT E.'VANKIRl<,) ) ~an incompetent.) c(>g .HEARING ON CONTINUED AUDIT zzIIIDo Zg BEFORE:. l!lz i:UI~. ti APPEARANCES: iiI-UI Cl ..Ic( § Cl:::l., £N ui0:: IIII-0::oDo-III .,-;~"" 0:: I-0:::::l8 TIME: ..Ic( Uii:II.o estate? MR.McCREIGHT:Yes,Your Honor. THE COURT:We will take that at the moment.That is the audit in the estate of Robert E.Vankirk,cin~:incompetent,at Number -7020f1970. .~F··JOHN McCREIGHT:If the Court please,I have the Praecipe for ou 2 :!:z«>..I>-lJl Z Z IIID. i 0~t'Zil/l«~ t-=u it~l/lii ..I«§c J):J., :r~III iii 0:III~0:0D.III0: ~0::J0U...I«Uii:IL0 appearance in betralf of the Accountant,Edna B.Ramsey,who is Executrix of the testamentary trustee,William C.Ramsey,decease(. Mr.Ramsey died June 5,1968.He had been acting as guardian of the estate of Robert Vankirk prior to the death of John Eagleson, in posses~don of a small amount of money at that tim e.The Will of John Eagleson provided for a trust of $50,000 placed in the hands of <.Mr.Ramsey as trustee for the m~intenance.and care of Robert E. Vankirk.Mr.Ramsey made an accounting at 224 of 1962,O.C. at a time vh en he had received from the Exec:utor of the Eagleson es ate the sum of $1,000 on account of the trust principal.And sinc«:t tbIat time until the time ofhis death Mr.Ramsey proceeded with the ad- ministration of the trust estate and intermingled with it the guardian't::; funds that he had previous in his hands. Als 0,the account indicat~s that during the course of the administration of the trust in 1966,Mr.Ramsey received $1509.93 from Margaret McCue,wJlJrrich\<\w;B.r..:e additional funds that she held for Robert E.Vankirk.One of the questions tha t has been placedJin the Petition Sur Audit,and a question in which Mr.Patrono,reEp resenting the remainderman,is interes<ted,is whether or not the funds that were in Mr.Ramsey's hands as guardi.n sgould be used for the care and maintemance of Robert E.Vankirk after the death of John Eagleson,inasmuch as the Eagleson trust wa~ quite broad in its terms and not only anticipated the usec.of income bl t 3 also the invasiori of principal for the purpos es of the trust. We suggested in the account or the Audit Petition in conneetion with the First and Partial Account of William C.Rams y in 1962 that some consideration ought ,to be given this matter.It is our recollection,however,that ~t that time the matter appeared to 0(z~.I>-VIZZIIIII. i~I!lZ XVI; ti~VIo .I0( ijo::l.., ~CII eliII:~II:oII.IIIII: l-II:::loU .I0( ij ii:...o be premature.And since there was no necessity or no division betwel:>n the estate of'Robert E.Vankirk and th.e remainderman at that time, the Court did not deal with the question. This same position may be 'true.at the present time since Robert E.Vankirk is still living and there is no present indication as to how long he will continue.His rate of use of assets i con- s iderably beyond the earning capacity of the balance 0 f the trust.This is further complicated by the fact that the principal of the trust consisted of bonds which were in a lock box not accessiBle to anyone but the testamentary trustee.He became ill.and somewhat incapacita ed. And a recent opening of the box under Court order disclos ed that some of the assets had matured.The bonds bore coupons which ShOlld . have been used as'!part of the income of the trust estate.And the bone s should have been reinvested. In the account,the accountant,for lack of particular knowledge as to the contents of the lock box,made an attempt in Schedules "c"and "D"to account for the stll9posed conten s of the box."In doing this,they claimed debits and credits which werE, I believe,improper in accordance with proper accounting principals ____________--'--~_l 4 ESlnce the contents of the box were not available to the accountant and would,.therefore,be reportable in this proceedi.ngs at the cost or carrying value of those particular ·assets..And that porrection has been made in the Petition for Audit and the exhibits attached to that. We call the attention of the Court to the fact that Robert E.Vankirk continues to have bills for maintenance and care accruing.His room and board has bem unpaid for two months now and there is an accruing bill,all of which is recited in the.Petition. There is also recited costs advanced by our firm in connection·with previous payments of bills during the'time that the testamentary trustee was incapacitated.And also a notation,testamentary trustee was not compensated at any time either in the prior account or in the present accounting period.And after consultation ~ith the Executrix of his .estate,·we have placed before the Court a figure of $500.00,in what we believe is nominal compensation for his services ~..- and have suggested compensation for our services as attorneys in thE.. amount of $750.00. THE COURT: time? .MR.PATRONO: Mr.Patrono,doyou wish to be heard at this Yes.May it please the Court,I represent the organization that is named in the Will as the Crippled Childrens Func . There was a Court proceedings here some time ago in which the Court ruled that went to the Washington County Society for Crippled Children and Adults.That has since becom e,by reason of a merger, -.'J c(z~UlZZIIIII. ig "ziUl~ ti.0:..UlQ ..Ic( UQ ::l., ~l'l aiII:III~~IIIII:..II:::lo~ ..Ic( Uii:I&.o with the Green@ County Society,the Southwestern Pennsylvania .Easter Seal Society for Crippled Children and Adults,Inc.At any rate,I appear for this organization.The only question which I wish to raise is the question !Daised by Mr.McCreight. It appears that this guardian received money belonging to the ward,Robert E.Vankirk,from other sou rces other than the trust set up under the WillM John Eagleson.The accountant is claiming that that money ought to be reimbursed to Mr.Vankirk from the John Eagleson trust.1Jhi's WIle object to because the effect of it is,of course,is to reduce the .potential value of the remainder. Now the question,of cour;e',whether or not the trustee was required to look principally for the maintenance of Robert E.Vankirk to this particular fund.And I would say,in supppr of our obj ection,nl.:lmber one,that the discretion by the will was rested on the fiduciary;And he apparently exercised it in the way he did,in other wor.ds,to use the sum of Mr.Vankirk's expenses,the funds other than the Eagleson trust fund and for use for some of therr to the Eagleson trust fund.aAnd it seems to me that his discretion, unless it's shown to be fraudulent or something like that,should not be disturbed. The second thing is,of course,that it seems to me that if Mr.Vankirk has funds available from different sources and the use of one will be to the disadvantage of the remaindermen, an:d1 the use .of the other will not,that the :aecountant or the fiduciar. 5 6 made a wise judgment when he would first use the ones that would no .impair the value to the remainderman. I have another problem.The ideas I have ex- pressed are simply my own ideas.The Board of the Cripplied Childri:>ns Society is not acting on this.As a matter of fact,I just got the Audit Petition yesterday.So I don't know whether they want me to pursue t is or not.And I would like to have an opportunity to have the Board giVE me instructions en the matter..' THE COURT: MR.PATRONO: Pursue which feature of it? This objection to the claim for reimbursement from the Eagleson Trus,t to the other funds tha t Mr.Vankirk has available,whatever they are.I don't know where they come from. I don't know the circumstances of their ~eing paid to him.But that question is the one I am raising, THE COURT:I beiieve you should be given an opportunity to consult again with the organization and we w ill give them time to take the matter up officially and give you instructions which you can then follow and inform the Court about it. MR.PATRONO: THE COURT: I will be very appreciative.Thank you. Were there any other matters concerning the Audit Petition which you took exception to? MR.:PATRONO:No.We are not taking exception to the credits that are claimed or to the suggestions for payment of unpaid obligati ns. I think they are in ordex:..~fi3 Mr.JY[cCreight mentio~there is a 7 possibility that this accountant was .remiss in his duties becaus e he permitted assets which had become payable to remain unpaid and didn't pick up the cJ0tll1.pons and get them cashed in.I understand he wsas sick and couldn't take care of the matter.So I don't personally have any desire to raise any question on that subj eCt. mHE COURT:Well,if the Court finds that he was not comple ely cZ~.?oing his duty as it should have been done,wouldn't that affect his 1/1z~request for commissions? II. ig MR.PATRONO:Well,I suppose it wou~ld.I think ov~r a period . Cl2:'x·1/1 of years this m~n gave f?-ithful service and it was when he became sir-k~ ti that he jijust wasn't able to take care of this.At least that's what I itI-1/1ii am told.I have no first-hand information . .IcUii _THE COUR T:Wouldn't he have access to the safe deposit ;:) "I 5 box during all that time when he could have informed himself? around much.Maybe Me.McCreight can tell you more than I can. the impression that hts illness was such that he wasn't able to get MR.McCREIGHT: ui" ~MR.PATRONO:Ii;oII.IIIlI: l-ll:::loU ~uiLII.o Undoubtedly he had access to the box.I am une er That is correct,Your Honor.He suffered a stroke and was paralyzed for a substantial length of time.And then with therapy and a tremendous determination,he recovered the abillltii~:}Jrto walk with help.And I think that he had great confidence in full recovery and his wife couldn't find it in her heart to tell him that he should give up this job which was apparently a paramount position in his retirement.This was very important to him. THE COURT:Well,it seems to the Court that he shouhifi havE 8 6 known whether or not he could continue in his duties and if he couldn' do what was required und.er the law,he should ha ve requested a termination of his fiduciary capacity and the appointment of a sub- stituted trustee.I don't feel that the reluctance of his wife to explair .~z~..J>-OlZ. Z iiiII. what he could do or might have done is sufficient answer to the probl m; that he himself 'would certainly be presumed to know that if he can't carryon his p.uties he should report to the Court and ask to be relievpd ie of them. "z ~MR.McCREIGHT:c( ~ I might say in further comment that Mr.Ramsey ..:uit!I- UI Ci ..Jc( i3 Ci:l., ::t~. C\I oi 0:iiiI-0:oII.iii0: I-0::loU ..Jc( i3ii:II.o said not only,to us but to others that 'he was the one that was reI:{)ons ble for this trust being form ed in the first place;that he was a close personal friend of John Eagleson and that he had suggested thi s . trust to IYIr.Eagleson and Mr.Eagleson created it at Mr.Ramsey'~ suggestion.He fe,lt far more than :iL~t a post mortem interest in the opeitation of the trust and in his ability to carry it on.During his lifetime he made absolutely no attem pt'to deduct any commission. His statement,I think,to his wife was that he felt that he didn't kno Iv how much of the money Robert Vankirk would need and that he didn't want to take any that might he necessary for Robert Vankirk's help. In this spirit,I expect he would resentlany claim for compensation at all. THE COURT:Well,we will take those matters into consideration. But I hardly think that he can set that up as an excuse for not having 9 performed his duty,which is obvious that he did not.And as t.he ~Court sees it,in particular with respect to the safe deposit box whic he should have informed himself about many many years before he became disabled.So we will take these matters into consideration an we will await Mr.Patrono.~s instructions from the organization as to what position he is to take in this matter. ~z~MR.PATRONO: >-Ul.~THE COURT: II. Thank you,Your Honor. Is there anyone else in Court interested in this (NO RESPONSE) I hereby certify that the proceedings and evidence are contained incompetent's estate? caus e,and that this copy is a correct transcript of the same. The foregoing record of the proceedings upon the hearing of the -vi 0:11/I-0:~fully and accurately in the notes taken by me on the hearing of the-above 11/0: I-0::Joo .Jc(oii:I&.o zo"I- Cl Z iUl~ t THE COURT:The audit of this account is ordered closed by ii!I-!!!c the Court,subject to the matters adverted to by the Court . .Jc( §C (AUDIT CLOSED) :J"l ~\II ,. J. M£CREIGHT,MARRINER ~M£CREIGHT ATTORNEYS AT LAW 520 WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 ) JOHN B.MC;;CREIGHT STEPHEN D.MARRINER JAMES C.Mt;;CREIGHT AREA CODE 412 PHONE 225-6600 December 9,1970 The Honorable P.V.Marino, Orphans'Court Division of the Court of Common Pleas County Court House Washington,Pennsylvania 15301 Attention:Mr.John Hana In Re:Estate of Robert E.Vankirk,an incompet~nt. Dear Sir: Enclosed herewith please find a Stipulation between counsel under which the question raised in the Petition sur Audit shall be postponed until the death of Robert E.Vankirk.It would appear that the Stipulation could be made an exhibit of the audit hearing and a reference to it would explain the failure of the Decree to deal with the matter. George Partridge of Mellon National Bank and Trust Company, Washington office,Washington,Pennsylvania,advises me that that bank is willing to assume the duties as Successor Trustee under the will created by Paragraph 11 of the will of John Eagleson, deceased,for the benefit of Robert E.Vankirk and we suggest the insertion of Mellon National Bank and Trust Company in the award of the balance. We understand that the Society represented by Mr.Patrono has no other objection and agrees to the claims recited in the Petition sur Audit. Yours very truly, McCREIGHT,MARRINER &McCREIGHT JBMcC:bjc -Enclosore- " II \' -,'j ~I '.. .' \/; IN THE 'COtJRTOF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION NO.702 of 1970,O.C. ---~---------------------------~-~~. INRE: IN THE MATTER OF THE AUDIT OF ACCOUNT IN ESTATE OF ROBERT E.VANKIRK,AN INCOMPETENT. STIPULATION OF COUNSEL \\ .'. &\ ,')McCREIGHT.MARRINER &McCREIGHT ATTORNEYS AT LAW WASHING10N TRUST BUI.LDING WASHINGTON. 'Vd"OO NOitlNIHSVM Slllh\:.10 H3.J.S!93U O'J \""r'.j.'","c:-(.1 \lr"b ".,j I!...q t15 £14d I I 330 OL, I r ::]...··~i.~•..".'-1i!~J h<\,"'1;'i" e.'!•. IN THE COURT OF ?OMMON PLEAS O~,WASHING~ON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVISION :,, IN RE:),~).; IN THE MATTER OF THE AUDIT ) ) OF ACCOUNT IN ESTATE OF )NO.702 of 1970,O.C. ) ROBERT E.VANKIRK,AN ) ) INCOMPETENT.) STIPULATION OF COUNSEL WHEREAS,the Petition sur .Audit of Edna B.Ramsey, as Executrix of the will of William C.Ramsey,deceased,who was Testamentary Trustee under the Will of John Eagleson,deceased suggested,inter alia,that the personal estate of the said., Robert E.Vankirk should be reimbursed out of the trust assets of the testamentary trust under the John Eagleson will for payment made out of said personal estate for care and maintenance of the said Robert E.Vankirk during the period between the death of the., said John Eagleson and the establishment of the trust in the hands of the Testamentary Trustee,and WHEREAS,the said Robert F,£•.Vankirk is living and all his needs are being met under the provisions of the testamentary trust under the will of John Eagleson,and WHEREAS,the determination of the entitlement of the personal estate of Robert E.Vankirk to reimbursement as suggested is unnecessary at this.time and would appear to serve no useful purpose until the death of the said Robert E.Vankirk and termination of the trust by reason thereof. NOW THEREFORE,in consideration of the foregoing it is stipulated and agreed between McCreight,Marriner &McCreight, 'counsel of record for the said Edna B.Ramsey,and Francis H. Patrono,Esquire,counsel of record for Washington County Society " for Crippled Children and Adults,remainderman,that determination of the entitlement of the personal estate of Robert E.Vankirk, deceased,to reimbursement from the assets of the testamentary trust under the will of John Eagleson,shall be postponed until the death of the said Robert E.Vankirk. McCREIGHT,MARRINER &McCREIGHT Washington>,Pa. I December 9,1970. Washington,Pa. December ~,1970. ,..'.- PATRONO,CEISLER &EDWARDS by £.t'.~~WoFrancisH~Esquire ,.. >-f , .' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: R E C E'~I P T S JOHN EAGLESON,DECEASED. ESTATE OF ROBERT E.VANKIRK, LIFE TENANT UNDER WILL OF s: () () :u ~~)0 G) ~:r:EZ~~ ~~d s: :E 0 :u »Z z z :u '<;I -l III :u-l :u 0(-o c Ul ZzUl)0 1'1•-l-l:U '1l lDr)0 c )0 ~.r ~s: !:":!()z () <;I :u 1'1 Gi:r -t ., '.' ~:':3;oen;;]=::.c-~=-(fr,. -(i').~,.."~:~;:;:;j~~: -;;:;.~.---;::.:-)=<:c··.,.... •i 'U""~" C"")::.,~~~o ,:'....JI.' :r-~=vr-o):::.,{J) '"-...J C-:~t':....~ J~ ·u o:..v ..:::- C;;) -r-':.--~- rt1 "'"~~....J.. 't\.. 'CT ~ ·i)( "," McCREIGHT.MARRINER a McCREIGHT ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PA. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF ROBERT E.VANKIRK, , LIFE TENANT UND~R WILL OF". ",, JOHN EAGLESON,DECEASED~ .. IJ L ~ ,) ),,f • ) )NO.702 of 1970 ) -) ) DISTRIBUTION RECEIPT AND NOW,December ~,1970,we acknowledge to have received of McCreight,Marriner &McCreight,attorneys for Edna B.Ramsey,two keys to Lock Box No.J-267 in Washington office of Mellon National Bank and Trust Company registered in ,the name of William C.Ramsey Guar¢ian for Robert E.Vankirk, a package of bank statements relating to the checking account of the said William C.Ramsey Guardian of the Estate of Robert E.Vankirk in Washington office of Mellon National Bank and Trust Company,the check book relating to said checking account. We also acknowledge to have received a copy of the First and Final Account of Edna B.Ramsey,Executrix of the Will of William C.Ramsey,deceased,a copy of the Petition Sur Audit,a copy of the Account of William C.Ramsey filed at No.224 of 1962, O.C.,the Petition Sur Audit and the Decree made pursuant thereto dated July 3,1963. MELLON NATIONAL BANK AND TRUST COMPANY The safety deposit box keys referred to above have been surrendered by John B.McCreight. ,.I t,. .;,,.I.'';;'~r v " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF ROBERT E.VANKIRK, LIFE TENANT UNDER WILL OF JOHN EAGLESON,DECEASED. ) ) ) )NO.702 of 1970 ) ) ) DISTRIBUTION RECEIPT AND NOW,December ~3,1970,~1ellon National Bank and Trust Company,Successor Trustee pursuant to appointment contained in the Adjudication and Decree dated December 11,1970, hereby acknowledges to have received of Edna B.Ramsey,Executrix of the Will of William C.Ramsey,deceased,who was Testamentary Trustee,a balance for distribution as set forth in said AdjUdication and Decree dated December 11,1970,to wit:cash and assets having a total carrying value of $29,284.80,sUbject to the payment of Clerk's costs and receipts and to the payment of compensation,reimbursement of costs and claims as directed in said Adjudication and Decree. MELLON NATIONAL BANK AND TRUST COMPAN' ,'<j l•>t-I ., .po J' ,' ,, "', lfil, I\I~. ------------------==-=:::-=-:::::;::::::===~...--<~I JI STATE OF PENNSYLVANIA,( SS: COUNTY OF WASHI~GTON,\...._ Personally appeared before me the undersigned authority ...!.\E.~~.~Y.Y..~~~.~:E.?::~.~.~Qg.~.~.~l.l M~!.~9..~..~.~~.~g.!?:~!...;I?~.gk:..~!.?_.9:I?::~.~.Lg..Q.mp..~!}y.l I.E.~~.!.~.~.. ~of the estate of...J.9.hP.:..~.9:gJ~.§.QP.:.I R.~.G.~~.~.~.g,.a JQ.:r.RQQ.~.r.t ~.Yg..n.Ki;r.k.... :xNNm~,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 Mellon ~ationa1 Bank and Trust Company ..f.d...:~:::f~~;::':_:::'::=,~:.It:'~).'J!.y.;-.-.....~....tJ ..Ot=.....-..-. ......:..~-.?~.~:..?2;2.~.:.zLv.:.~oJ'".:..Trust Officer/-:;:;:~",. \,.,.1 _1.,£~,,,.,._\,ub\ic .')..,....h AJa":-_".~,,~t.,\<.1R\{~_~O~EnW,I'a., Tne followin!!items wereawarded ner Adiudication and Decree dat ed December 11.1970 at No.702 of 1970: . 8/15/68 with Coupon No.13 due 81 15/68 att;:lrh~r!65 U.S.A.TreasurvBond4%of'lQ6Q dater!8/15/il?dup 8,/13/70 with Coupon Nos.10-14 inclusive attachpd 10 11q'22 Eight $500.00 U.S.Treasurv Bonds 4%due 2/15/69 with Coupons Nos.,12 and 13 aittached 4,031 68 . .and dated 5/23/66 Inav;:lhlp r"n~u",,:....~ft-",...ri",t-a/'h",."...i .....O'LlO1n i .....t-",...",~t- o . I 00, Cash 167 25 29.284 80 .IMcCreight,Marriner &McCrei2'ht.Costs 82.00 Clerk1s costs and ;er~inh::42.00 I~~~~~~---~~II:----I-- William C;'Ramspv Der1r!r.;,..,.....1:100 00 .) 750.00 Mrs.Mildred Lohr.room and board for Robert E.VanKirk 8/1/70 _q I?'()170 480 00 1 000 7fl 27_385 10 •'J • at No.224-62 O.C.10 50 Sub-Total 27.374 60 NOTE-If real estate,give street and number,Ward of City,Borough or Township,and County,and reference to Deed,Mortgage,Volume and Page. If cash in Ibank,give name of same. 0\ N0.·;,19 :... \l In Re Estate ,t' -'of 'J -' J.9..~~..~.~,g.!~.~.!?~.,..d2.~.f..~.~.~;~.~..~Q.!:.:i.........:.:..... .'\,9-l(L·..~-l )., I -" -' :..., " ,,! :--- ~'-1"'" , I •<< f. !."'t- tiUARDIAN'S ,J ,_(~INYENTORY:AND STATEMENT ",." " )' ,~.1 .R b'E', .,",2':;-~.b, 0 ert·•VanIs:'i:rk _;'-n "....................~O::::·:···'·L······················~···..••·•,~...:.~0 -::';:::Mlnor$. ~~~~;~I~~~;~~ .-"''''t (rJ i (l)--,-W (f'5~I I...t-:::>;S U) 0::,u..=~L _-_.... ,- .J I,I ';,1, .< 1 ,0 -;.."".... -' ~'2 I ..:¥~.~.~.~.~g,~!!.....M~.E.~.~~~.~....~..M.£.g.E~Jght Attorney, l I- l . ,' Fee $~:\. ,[ F 'l'd . "1 e ,,19 .. ,~.. Balance brought forward Plus: Interest due on certificate of Mellon National Bank and Trust Co.(Matured) Net balance in Checking Account No.354-9138 in name of William C.Ramsey,Mellon National Bank and Trust Co. Coupon No.13 due August 15,1968 on U.S. Treasury Bond 3-3/4%of 1968 Coupons Nos.10 through 14 inclusive at $200.00 each on U.S.Treasury Bond 4%due August 13,1970 Coupons Nos.12 and 13 on 8 $500.00 U.S. Treasury Bonds 4%due February 15,1969 Trustee charges itself with as sets totaling consisting solely of personalty with no real.ty 250.00 238.00 187.50 1,000.00 160.00 27,374 60 1,835.50 $29,210.10 ,~ \ 1 NO.702 of 1970 --------------- *--Refer #405,of 1958 o.c.) -- -- - ---_.------ IN RE: ESTATE OF ROBERT E.VANKIRK,· Incomp. -..------- Mellon National Bank and Trust Company,*rustee of Est. of John Eagleson,Dectd for ROBERT E.VAN KIRK. - -~----------- TRUSTEE t S INVY.&STMT. ---------- ----":,.";" ..,~.....-.... i'- ~~ '--..-"" ,-~.:. t,.. .,;.-""-.. t ' ~l...~.~ -"',~.'" i ~ (,0 ':1" .("", ., tr- -l..J...J t~ ;--. *' {::.':~~ ~.:_...: ....-:-,::,~'),_.~.) 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