HomeMy WebLinkAboutOC1971-0081 - ESTATE OF BECK SR..
Form for Guardian or Trustee
'rtttion ~ur 1\ubtt
lin wl1r (@rpquns·Q!onrt of lIusqtugtou <l1onuty
Estate of ~~~:~~.:~:~~.?~E.:.
For ~.gX?e.r..g :B:g.§.§."J.r ..
Filed at No ~.L of 19~Zl
Fiduciary ~.H.~.§.Q.l}.E,g.h Ne.t.;hQ.n!'!l ~g.P.:~"..
.........................A:EY.§.E:!?!?..
Place of record Will of James T.Beck,Sr.of
of appointment......r.e.c.o.r.d...io...lIIill...Book...91.,....l?age...40 7
D t ft t Adjudication in Estate of James T.Beck,Sr.handed down underaeorus.
or guardianship..~~!.:9..L~J?E.~.!~~.?!.?..?.J ..
If there have been former accounts
filed in this estate,list:Account of W.Carl Smith and Jay W.Troutman,Executors of Estate
of James T.Beck,Sr.filed to No.73 of 1961 A.A.
Reason for filing this account..~~~~E~~9..~.~.?.JE.:Q.~.~.~m.~?.J...Y..~.~E§Q.t:~.g!?Qn ¥.!?.!?xy.§;r.y.6.Q.,19..7..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:
Edward Ross,Jr.-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,Principal $.~.~~.~..~9..........................................
Additional debits not shown in account:
(Indicate whether income or principal)
Additional credits not shown in account:
(Indicate whether income or principal)
Income
Total additional debits
$::.:::.7..:.:.::::.
$,None...
Norma Jean Pees -Notary Fee to this Petition
Total additional credits
$.75
$....:..??.................................................
Balance for distribution Principal $.JU{j.Q5 ..
Income
Total
$:.:.:.:.:.::::::.
$81?!Q.5...
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
James T.Beck,Sr.,Deceased
for
Edward Ross,Jr.,A Minor
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In the Court of Common Pleas of
Washington County,Pennsylvania
Orphans'Court Division
No.81 of 1971
DECLARATION AND REQUEST
FOR CONFIRMATION OF ACCOUNT
I,the undersigned,Edward Ross,Jr.,do hereby certify that
I was born February 20,1950 and became twenty-one years of age
February 20,1971;that I have examined the account of Pittsburgh National
Bank,Washington,Pennsylvania,Trustee under the Will of James T.Beck,
Sr.for Edward Ross,Jr.,a minor,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 the
1971.
Edward Ross,Jr.
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-t
portions unless specific amounts or items are designated by instrument under which estate is being distributed:
To Edward Ross,Jr.-Entire Balance,after costs of audit of this accounting
(See Stipulation and copy of Will of James T.Beck,Sr.attached)
COUNTY OF WASHINGTON,
COMMONWEALTH OF PENNSYLVANIA,
The above named Fiduciary or representative thereof,
being duly J!N.Q.r..Th doth depose and say that the
facts set forth in the foregoing petition are true to the
best of h.:h.9.knowledge and belief.
....SlN.orn to and subscribed before me
~SS
And your petitioner will ever pray,etc.
Pittsburgh National Bank
By7:~~~~~en....1'-..·..·····..··X·s·sI·s't'an't'..Vi'C'e Pr·e·s·1.ci'e·i1t".
This ~?~day of l.1.~.~1911.11
Signature of Officer~.it~~~,.
Title of Officer N.o.t:.ar;¥.l?u.b.1.ic .
NORMA JEAN PtE~
Offl'ce expl'res ~"C"e \·'o,hn,,·"n.Washington Co.············t~m~~y·..·,"-.;·,·~·'··f•..4-1••••••••••••••••••••••••••••••••••••••••••••••
My Commission Expires December 29,1974
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'rtitinu ~ur i\u~it
IN THE
ORPI-IANS'COURT
OF WASHINGTON COUNTY
FORM USED FOR GUARDIAN-INCOMPETENTS
-OR TRUSTEES
No §J of l~....?J..
ESTATE OF J.~~~.~';!;..~~.~~.~.'-.....~E..~.
FOR.~.~~~E~~?~..~..?~:..:.
minor---4IW~4!aIlp..aoo{M'~!ell_'"
....~.~.~.~.~.~~.:.~~~~.~.~?~.~.~~~.~~.?..
Trustee
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.
COOl 1·;lJ "'J1 1 I LL!dd A
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Counsel for accountant.
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Jruusyluauia,(@rp4nus'OJnurt BiuiliinU
ESTATE OF
James T,Beek,Sr.,
Trnst.
NO.---J.J8L.1.1-ou.,fl.---.llb..:;9H7....a.l-------
In the matterofthe Fi rst and Final
Account of Pittsburgh Natj aba]Bank
Trustee 11/.1 for Ed.ward Ross Jr.,
a minor.
ADJUDICATION AND DECREE
And now Me r~b I {S ,19-1-l-,this matter came on for hearing,
audit and distribution at this session and testirhony taken;and thereupon,upon due consideration
ther1ff the balance for distribution in the hands of the Accountant is determined to be
$1".05 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account _
Additional credit asked at audit
Balance,_
Deduct Clerk's Costs &Receipts'--_
AttomeY .LL,T.a,aFtl-JllI.W_.-l-T.L:.ru.0 .u.I1..t w/,l,U;l.sn.u.-_
Edward Ross,Jr.,balance,caSh,
$811;.80
10.50
,80 3r.2-1 /97/~t{•
1!cQ./().~_ao~..~/'\..~1Jt803.55 .tJ.•
No balance
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No ~~of 19.7.1..
Deceased
James T .~~c~~,S:r~,....
ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
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In re Estate of
RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,E:~Y1C1.J:~I1~!>!>.":r:r~,
do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK ..',l'~Y.~t:~~.
...of the Estate of :rCl.IU~f3,',l'~.:B~c:1<.Li)~,~:.., ,, ,Deceased,
the sum of .Eig1:l~.HuI1~:r~~',l'1:l:r~~.Cl.ll(}.??1100 ..($.~O~.~??}dollars,in
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered .11c:ll::<::ll..Jq...,19..n,.....,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof,I have hereunto set my hand and seal at .
~.~
.........., ,this ..p.r day of ..0Z~,~A.D.19..71...
.I......~~,£~..~(SEAL)
~~=d~EdwardRoss,~Jr.
17-D34 REV.3-83
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TR·2 REV..11-62
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
ESTATE OF JAMES T.BECK,SR.,DECEASED
FIRST AND FINAL ACCOUNT OF
PllTSBURGH NATIONAL BANK
TRUSTEE UNDER WILL FOR EDWARD ROSS,JR.
NO.80513-7
PITTSBURGH,PA.
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY
JANUARY 18,1971
Receipts Page 2
Amount transferred from
Income-Personalty,
Disbursements Page 3
Balance
SCHEDULE B
INCOME -PERSONALTY
Receipts Page 4
Disbursements Page 4
Amount transferred to
Principal-Personalty
Balance
$2,228.44
444.36 $
$
$475.21
444.36
2,672 80
1.858 00
919 57
919 57
814 80
o 00
NET BALANCE
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Cash
'---------"-------------------------
$
$
814 80
814 80
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JAMES T.BECK,SR.
TR.2A RIEY....2
SCHEDULE A
PRINCIPAL -PERSONALTY
RECEIPTS
W.Carl Smith and Jay W.Troutman,
Executors of the Estate of James T.
Beck,Sr.,Deceased -
dated 4/24/61Amountawardedperdecree
at No.73 of 1961 $2,228 44
Assets Acquired
1961
May 24 Deposit to savings account at Dollar
Savings Bank $2,200 00
Cash disbursed to acquire the above assets 2,200 00 0 00
Conversion of Assets without Gain or Loss
Proceeds withdrawals in full savings accoun
at Dollar Savings Bank -
$,2/24/69 200.00 I10/2/69 1 522.00 I1/15/70 550-.00
12/4/70 928.00 I2,200.00
Carrying value 2,200.00 0 00
$2,228 44
Amount transferred from Income-Personalty
for distribution 444 36
$2,672 80
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JAMES T.BECK,SR.
TR.2A REV....2
IDISBURSEMENTS
Administrative Expenses
1971Jan.18 Russell Marino,Clerk of Orphans'Court
Division -
Filing this account $19 00
18 Jay W.Troutman -
Attorney's fee 75 00
18 Pittsburgh National Bank -
Trustee's compensation 135 00 ~229 00
Distribution
Payments on behalf of Edward Ross,Jr.,a
minor -
Commonwealth of Pennsylvania -
Tuition for California State College -
1/10/69 to 12/31/69 $1,559 00
California State College -
Student activity fee -1/10/69 to
12/31/69 70 00 1,629 00
I ~1,858,00
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,,.,,.•.
JAMES T.BECK,SR.
T".2A "EV.w,
SCHEDULE B
INCOME -PERSONALTY
RECEIPTS
Interest -Savings Account
Dollar Savings Bank ~12/1/61 to 12/1/70 919 57
DISBURSEMENTS
1967 income tax on accumulated income -
12/14/67 $3 04
Trustee's compensation 55 17 ~58 21
Distribution
Payments on behalf of Edward Ross,Jr.,a I I
minor -
\Commonwealth of Pennsylvania -ITuitionforCaliforniaStateCollege-
I8/19/68 $397 00
California State College -
Student activities fee -8/19/68 20 00 417 00
$475 21
Amount transferred to Principal-Personalty
for distribution 444 36
$919 57
RO:rw -4-
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COMMONWEALTH OF PENNSYLVANIA )
COUNTY OF WASHINGTON )SS.:
Assistant Vice President
Chas.E.Enlow,/XOCOOOC«X~OCOCOC for the within named accountant,being duly
.."."
sworn ac'cording to law,deposes and says'that the foregoing account as stated is
true and correct as he verily believes.
ISwornandsubscribed before me
this ;2~{day of ''t;",,(t'(~/
1971
Register '-vIr'Oc;.;
WASHINGTON COUNTY,SS.:
)
PITTSBURGH NATIONAL BANK
BY ..~~i-lic"{~~~\':'>.........
~
Assistant Vice President
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 evidence!y
proofs thereof filed to No.Iv 3 -7f-
witnCfrCY hl',od and official seal this /pJ=-
day of ~,19 71
Register of Wills
.
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~lt t4~<1rnurt nf <1rnmmnu Jl~al1 nf lIan4iugtnu <1rnuuty
®rp4aul1'<1rnurt minil1inu
In the matter of the Audit of Account in
J
Estate of James T.Beck,Sr.
TO THE AUDITING JUDGE:
81 of 1971No.__~:..-=---__=---_
Enter__....:m=..y'--,appearance for Edward Ross,Jr.,beneficiary under the Will
of James T.Beck,Sr.,deceased.
\..)..,A "=-~b-
_8:.....t_h_'day of__M-..:....a_r_c_h ,.19~
N.B.-Counsel shall,by separate paper.present a concise statement of each
claim.with supporting calculation of any interest claimed.Objections
to an account as filed.shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
:~:
No.81 of 1971
In re Audit of Account in Esta:te of
James T.Beck,Sr.,deceased.
AUDIT
'ratript fnr !\pptaraUrt
FOR
Accountant.
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Jay W.Troutman
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Attorney
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COO NTY,PENNA.
ORPHANS I COURT DIVISION
to be present at the call of this audit.He informs the Court that
all necessary and relevant papers have been fUed in this matter
And the attorney is Jay W.Troutman.Mr.Troutman is unable
)
)
)No.81 of 1971
)
)
)
)
HEA RING ON AUDIT
Number 81 of 1971,the estate of James T.Bed,
THE HONORA BLE P.VINCENT MAR INO,Judg
of the said Court.
Tuesday,March 16,1971,at 10:00 o'clock A.M ,
EST.
JAY W.TROUTMAN,ESQ.,of Washington,Pa ,
representing the Accountant.
This concerns a trust estct e.Under said will
the Pittsburgh National Bank is the trustee for Edward Ross,Jr.
Sr.,deceased.
ESTATE OF
IN RE:
JAMES T.BECK,SR.,
~ClI
iiiI:E THE COURT:
oII.IIII:
l-I:jou...cij
iLII.o
•z Deceased.
~>!II
Z
ZIIIII.
i~BEFORE:czxVI~
ti APPEARANCES:~VIQ...•ijg TIME:
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,
\e
and that there are no problems for adjudication by the Court.
He knows of no outstanding claims in this estate.Is there anyone
else in Court at this time interested in the estate of James T.
Beck,Sr.,deceased?
(NO RESPONSE)
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2
THE COURT:
the Court.
The audit of this account is ordered closed by
( AUDIT CLOSED)
~iCiar~lenOgraPher
.I
I hereby certify that the proceedings and evidence are
ct~contained fully and accurately in the notes taken by me on the hearing of
>.J>-~the above cause,and that this copy is a cOrrect transcript of the same.z..,
II.
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iIII~
The foregoing record of the proceedings upon the hearing..~:
~of the above cause is hereby apProved and directed to be filed ...,
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