HomeMy WebLinkAboutOC1970-1054 - ESTATE OF RIGGLETR-2 REV.j)-62
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF LAURA I.RIGGLE,NOW DECEASED
FIRST AND FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BRNK
GUARDIAN UNDER WILL FOR
JAMES RIGGLE,A MINOR
NO.'80606-0
PITTSBURGH,PA.OCTOBER 21,1970
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
Receipts Pages 3 and 4 $14,116.64
Amount transferred from
Income-Personalty 3,230.48 $17,347 12
'.
Disbursements Page 5 2,362 67
Balance $14,984 45
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 6 $3,749 97
Disbursements Page 6 $519.49
I Amount transferred to
Principal-Personalty 3,230.48 3,749 97
Balance 0 00
NET BALANCE $14,984 145
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LAURA I.RIGGLE
$
165 16
14,422 32 $
$
-2-
Common Fund Discretionary Investments
of Pittsburgh National Bank
1,481 units
Penn Central Co.
2 shares Common
Cash
Common Fund
Stock
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
TR.2A REV.9-62
14,587 48
396 97
14,984 45
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LAURA I.RIGGLE
TR.2A REV,9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
1964
June 19 Inventory filed $13,826 14
Additional Assets
1964
Aug.3 Metropolitan Life Insurance Co.-
Amount due under policy #DC583201841 on
life of Laura Riggle 266 12
Assets Purchased
1964
Sept.4 1,000 units Common Fund Legal Investments
of Pittsburgh National Bank $14,081 40
Common Fund Discretionary Investments of
Pittsburgh National Bank -
2/9/66 59 units $603.08
2/13/67 51 units 494.93
2/13/68 94 units 898.38 1,996 39
$16,077 79
Cash disbursed to purchase above assets 16,077 79 0 00
Gain on Sale and Conversion of Assets
1965May 6 1,428 units Common Fund Discretionary
Investments of Pittsburgh National
Bank 14,081.40
Cash in lieu of 0.49 unit 5.11
14,086.51
Received in exchange for
1,000 units,Common Fund Legal
Investments of Pittsburgh
National Bank
Carrying value 14,081.40 $5 11
1967
Aug.10 Proceeds redemption 151 units Common Fund
Discretionary Investments of Pittsbur~h
National Bank 1,50 .93
Carrying value 1,490.31 16 62
Amounts forwarded $21 73 $14,092 26
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LAURA I.RIGGLE
TR.2A REV.9-62
Amounts forwarded $21 73 ~14,092 26
1970
Aug.31 Net proceeds sale 0.3783 share Penn Central
Co.Com.$2.65
Carrying value 0.00 2 65 24 38
Conversion of Assets without Gain or Loss
1970
July 31 1,481 units Common Fund Discretionary,
Segregation Account,received at 165.16
due to segregation of Penn Central
Co.stock as of 7/31/70 from
1,481 units Common Fund Discre-
tionary
165.16Reductionincarryingvalue $0 00
Aug.27 2.3783 shares Penn Central Co.Com.165.16
Received in exchange for
1,481 units Common Fund Discre-
tionary,Segregation
Account
Carrying value 165.16 0 00 0 00
$14,116 64
Amount transferred from Income-Personalty
for investment and distribution 3,230 48
$17,347 12
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TR.2A REV.9-62
LAURA I.RIGGLE
DISBURSEMENTS
Administrative Expenses
-5-
LAURA 1.RIGGLE
1,481 units -5/7/68 to 7/31/70 1,732 98 $3,7
DISBURSEMENTS
1965-1970 count~personal property tax -
7/1/65 to 7/2 /70 $13 351965-1969 income tax on accumulated income
3/16/66 to 4/13/70 281 15
Guardian's compensation 224 99 $5
Amount transferred to Principal-Personalty
for investment and distribution 3~2
$3,7
.
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TR.2A REV.9-82
SCHEDULE B I
INCOME -PERSONALTY
I RECEIPTS
Income -Conrrnon Funds
Conrrnon Fund Legal Investments of
Pittsburgh National Bank
I 1,000 units -10/27/64 to'5/4/65 $380 48i
Conrrnon Fund Discretionary Investments of
Pittsburgh National Bank 421 641,428 units -8/4/65 to 2/3/66
1,487 units -5/6/66 to 2/7/67 577 66
1,538 units -5/4/67 to 8/7/67 318 50
I 1,387 units -11/7/67 to 2/7/68 318 71
49 97
I 4919
30 48
49 97
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In the matter of the Audit of Account in
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Estate of_--=L::!a~u~r~a__:!I~.!...._.!R~i_Gg>Egl_'!l~e"'_J_,(
Deceased.
TO THE AUDITING JUDGE:
1054 of 1970No._
Enter my appearance for Pittsburgh National Bank,Guardian
of Estate of James Riggle,a minor.
Frank C.Carroll17dayofDecember ,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 pa-per.
Council suggesting proper distribution shall file a separate concise state-
ment in that rega-rd.
No.1054 of 1970
In re Audit of Account in Est31te of
LAURA I.RIGGLE ,
Deceased.
AUDIT
'rarript fnr i\pprurunrr
FOR
Pittsburgh National Bank,
Guardian of Estate of
"lJames ~i.-ggle.
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--J.i!a:::rn~nor
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Attorney
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Form for Guardian or Trustee
Jttitinu jUf 1\u~it
1JltWlrr (@rP4UltB~<!Inurt of lIusqiltgtolt <nOUltty
Estate of ~.~~E.~I~~~.g.8.~.~.
For :!.::.~~.~~.~B.B.J~..
Filed at No .LQ2~of 19fi..7..9
Fiduciary..F.it.t.s.b.ur.gh...Natianal...Bank.,.....Guar.dian.
Place of record
of appointment..Jiill...B.Q.ok....9..6.,..l?.ag.e 4.9.6 ..
(See copy of Will attached)
Date of trust .
or guardianship ~.~.~.E.~..)..~~~.g.g.l.!:~i~~J.~.lY....J~.7 1963
If there have been former accounts
filed in this estate,list:First and Final Account of Robert Johnson,Executor of Estate of
Laura 1.Riggle,deceased,filed to No.26 of 1964 A.A.
Reason for filing this account....J.~~~.§J~Jggl~!?~!7.~m.E!:?J y.~~r.§9..+.~g~9.n ~ygy.§.t.f.§.,\12.z.Q ..
All persons having any interest,vested or contingent (including claimants),in the fund now before the Court,
with the nature of their interests are:
James Riggle,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
Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution:
None
Balance for distribution per account,
to
Principal $.Vb.9..~.~.~/r.?.
Additional debits not shown in account:
(Indicate whether income or principal)
See Schedule "A"attached
Additional credits not shown in account:
(Indicate whether income or principal)
See Schedule "B"attached
Balance for distribution
Income
Total additional debits
Total additional credits
Principal $12,267.42............................................................
$.
$..1.8.6 2.6 .
$?~.z.??..f..?..Q ..
Income
Total
$J.z:?..,.Q9...
$.l7..".~~f..,.:?.t ..
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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
•
Estate of ,
'>LAURA 1'.RIGGLE,DECEASED )
)
JAMES RIGGLE )
)
A MINOR )
•
In the Court of Common Pleas
Washington County,Pennsylvania,
Orphans'Court Division #1054 of 1970
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,JAMES RIGGLE,do hereby certify that I was
born August 26,1949,and became twenty-one years of age August 26,1970;
that I have examined the account of Pittsburgh National Bank,my Guardian,
and I am satisfied therewith,and hereby request its confirmation by the
Court.
I hereby further certify that I am a citizen of the United States
of America.
Witness my hand this _~()~/......._day of ;'~
WITNESS:
,1970.
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Schedule IfA If
Additional Debits
Income
Income Distribution on 1,481 units
Common Fund Discretionary Investments
of Pittsburgh National Bank
Schedule "B If
Additional Credits
Principal
Loss on Sale of 2 shares Common Stock
of Penn Central Company
Carrying Value
Sale Price
$165.16
15.79
$186.26
$149.37
Loss on Redemption of 1;481 units Common
Fund Discretionary Investments of
Pittsburgh National Bank
Carrying Value
Redemption Value
Mae Herceg -Notary Fee
Income
Pittsburgh National Bank -Compensation
$14,422.32
11,855.41 2,566.91
.75
lL17
$2,728.20
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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:
To James Riggle,former minor -Entire Balance,after costs of audit of this account
(See Stipulation of former minor attached hereto)
•
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly §Xi'.Q.F..:n.doth depose and say that the
facts set forth in the foregoing petition are true to the
best of ~.~;?knowledge and belief.
And your petitioner will ever pray,etc.
Pittsburgh National ank
......J?Y...
Assistant Vice President
....S,X?.Q.t.:tl to and subscribed before me
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This L~=day of p..~.~.~mp.g.~7 196ZQ .
Signature of Officer··~~2~4t _~:c'~-i.........__ ____...
Title of Officer....NcltIry.PublICI.Wfthll1lton,..Washl~"CG................~
.My Commlssioll Expifes June 28.19~1 "":
Office expires :~t....................~
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IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No 1Q.5.4 of 19rU..l.Q..
ESTATE OF 1.g.y..r..g J..,gJggJ.~..
FOR J.gm~.§RiggJ.~..
minor-iR09HO~_~loH@ ~lWlt
....;J?J.~.~..?!?..~.~.8b.N.~~.~.~g.~J.~.9.g.~.
Guardian
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.
Frank C.Carroll
Counsel for accountant.
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In t4r aroun of aromnton Jlrns of·IInsqiugtnn arounty.
Jrnnsylnnnin,(@rpqnns'aroun f!1ittisinn
ESTATE OF
James Riggle,
No.__-,1~O:!..o<5~4~of:!:..-:!1!:....<9u.7~0 _
In the matter of the..e_F_i_r_s_t_,_and__"_F_i_na_1_
a minor.Account of Pitts.Nat'1 Bank
I Guardian
,ADJUDICATION AND DECREE
And now December It',19~,this matter came on for hearing,
audit and distribution at this session and testimo,{y taken;and thereupon,upon due consideration
thereof the bla/an5~for distribution in the hands of the Accountant is determined to be
$12,I 12 •1 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.
1
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Balance per account I $14,984·
dditiona1 debitpasked at audit 186.26
2728.20
$15,170.7
dd1tiona1 credit asked at audit
Balance $12,442.5
Deduct Clerk's Costs &Receipts 27.00
$12,415.5
Attorney Frank C.Carroll ~.E~/9/0
ffJcI.;;l7.00
ames Riggle,balance ca.abo,J.12!.Llr;.E51 ~HA ~O(J-J}t~
No belene
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SCHEDULE OF DISTRIBUTION
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RECEIPT AND RELEASE
KNOW ALL MEN BY THESE PRESENTS,That I,James Riggle,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 under the terms of the Will of Laura I.Riggle,deceased,
the sum of TWELVE THOUSAND FOUR HUNDRED FIFTEEN and 51/100 ($12,415.51)
DOLLARS,being the amount awarded me at No.1054 of 1970 of the Court of
Common P1eap of Washington County,Pennsylvania,Orphans'Court Division,
in full satisfaction and payment of all 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.
IN WITNESS WHEREOF,I have hereunto set my hand this ;;.9Th
day of _-,{)~£-,c;..::e;:...nt....;;..,,;;.b_I£=..;..I",A.D.,19 7tJ •
----;rf-~~__"_-:-'-~--:::-#-~=--(SEAL)Z;James Riggle:
WITNESS:
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
is Frank C.Carroll.Mr.Carroll?
There are no outstanding claims against the El5tate.The beneficiarlr,
-a minor.The Guardian.is Pittsburgh National Bank and the attorm y
THE COURT:Number 1054 of 1970,the estate of James Rigglp,
No.1054 of 1970
)
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FRANK C.CARROLL,ESQ.,of Washington,
Pa.,representing.the Accountant.
HEARING ON AUDIT
Thursday,December 17,1970,at 10:00 o'clock
A.M.,EST.
All the paper~.are in order here,Your Honor.
THE HONORABLE P.VINCENT MARING,Judg p
of the said Court.
MR.CARROLL:
TIME:
BEFORE:
a minor.
A PPEA RANCES:
JAMES RIGGLE,
ESTATE OF
IN RE:
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James Riggle,became 21 years of age on August 26,1970.And the
balance of the estate in cash is to be awarded to him and he has
signed,on November 21,1970,a statement or certification that he
requests that the Court confirm the account'and that the balance of he
funds be awarded to him.
THE COURT:Are there any claims of any kind against the
2
estate?
MR.CARROLL:Nb~Your Honor,not to my knowledge.
THE COURT:Is there anyone else in Court int erested in this
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minor's estate?
(.NO RESPONSE)
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0(z~THE COURT:
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The audit of this account is ordered clos ed by t e
(A UDIT CLOSED )
proceedings upon the hearingThoforegoingrecordof
aiII:~1 bereby certify that the PrOCeedings and evidence are
oII.~·eontained fully and accurately in the notes taken by me on the hearing of
II:::I8 the above cause,and that this copy is aorrect transcript of the same.
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or the above eause 18 hereby approved and directed to be rUed.
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