Orphans' Court of Allegheny County
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Orphans’ Court of Allegheny County Attorneys and Others Authorized To Execute Bonds and Undertakings For FIDUCIARY AND SURETY COMPANIES APPROVED FOR 2013 Hon. Lawrence O’Toole, A.J. SECTION I __________________________________________________________________ 3 ACTIVE COMPANIES _____________________________________________________ 4 APPROVED CORPORATE FIDUCIARIES ____________________________________ 5 APPROVED CASUALTY and SURETY COMPANIES __________________________ 9 ALIGNED PARTNERS TRUST COMPANY ________________________________ 12 RBC TRUST COMPANY (DELAWARE LIMITED) _________________________ 13 AMERICAN HOME ASSURANCE COMPANY _____________________________ 14 AMERIPRISE NATIONAL TRUST BANK _________________________________ 18 AMERISERV TRUST and FINANCIAL SERVICES COMPANY _______________ 19 APOLLO TRUST COMPANY ___________________________________________ 21 ATLANTIC SPECIALTY INSURANCE COMPANY’S _______________________ 22 ATLANTIC TRUST COMPANY, A DIVISION OF INVESCO NATIONAL TRUST COMPANY___________________________________________________________ 25 BANK OF AMERICA, N.A. _____________________________________________ 31 BESSEMER TRUST COMPANY, N.A. ____________________________________ 32 BROWN INVESTMENT ADVISORY & TRUST COMPANY __________________ 33 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES d/b/a 34 CHARLES SCHWAB BANK ____________________________________________ 36 THE CINCINNATI INSURANCE COMPANY ______________________________ 37 CITIBANK, N.A. ______________________________________________________ 43 CITIGROUP TRUST-DELAWARE, N.A. __________________________________ 44 CITIZENS BANK OF PENNSYLVANIA __________________________________ 45 COMERICA BANK & TRUST, NATIONAL ASSOCIATION __________________ 46 COMMERCIAL BANK & TRUST OF PA. _________________________________ 49 CONTINENTAL CASUALTY COMPANY _________________________________ 50 THE CONTINENTAL INSURANCE COMPANY ____________________________ 52 COUNSEL TRUST COMPANY __________________________________________ 54 EDWARD JONES TRUST COMPANY ____________________________________ 55 ERIE INSURANCE COMPANY __________________________________________ 57 ACHIEVA FAMILY TRUST_____________________________________________ 59 FEDERAL INSURANCE COMPANY _____________________________________ 60 FIDELITY & DEPOSIT COMPANY OF MARYLAND _______________________ 64 FIDUCIARY TRUST COMPANY INTERNATIONAL ________________________ 68 FIFTH THIRD BANK __________________________________________________ 69 FIRST COMMONWEALTH BANK-TRUST DIVISION ______________________ 70 FIRST NATIONAL TRUST COMPANY ___________________________________ 71 FIRST NIAGARA BANK, N.A. __________________________________________ 75 THE GOLDMAN SACHS TRUST COMPANY, N.A. _________________________ 77 GREAT AMERICAN INSURANCE COMPANY ____________________________ 79 HARTFORD ACCIDENT & INDEMNITY COMPANY _______________________ 81 HARTFORD CASUALTY INSURANCE COMPANY ________________________ 84 HARTFORD FIRE INSURANCE COMPANY ______________________________ 87 ING NATIONAL TRUST _______________________________________________ 91 INSURANCE COMPANY OF NORTH AMERICA __________________________ 92 JANNEY MONTGOMERY SCOTT LLC ___________________________________ 94 J.P. MORGAN CHASE BANK, N.A. ______________________________________ 95 KEYBANK NATIONAL ASSOCIATION __________________________________ 96 NATIONAL PENN INVESTORS TRUST COMPANY ________________________ 97 LIBERTY MUTUAL INSURANCE COMPANY ____________________________ 100 LIFE ENRICHMENT TRUST, INC. ______________________________________ 102 BNY MELLON, NATIONAL ASSOCIATION _____________________________ 103 MANUFACTURES AND TRADERS TRUST COMPANY ___________________ 107 MERCHANTS BONDING COMPANY (MUTUAL) _________________________ 108 FIRST CAPITAL SURETY & TRUST COMPANY _________________________ 110 MORGAN STANLEY TRUST, N.A. _____________________________________ 111 NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH PA ____ 113 NGM INSURANCE COMPANY ________________________________________ 117 NORTHWEST SAVINGS BANK ________________________________________ 119 NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY ________ 120 OHIO CASUALTY INSURANCE COMPANY _____________________________ 121 OHIO FARMERS INSURANCE COMPANY ______________________________ 122 OLD REPUBLIC SURETY COMPANY __________________________________ 124 PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANY128 PEOPLESBANK, A CODORUS VALLEY COMPANY ______________________ 132 THE PENNSYLVANIA TRUST COMPANY ______________________________ 133 PITCAIRN TRUST COMPANY _________________________________________ 135 PNC BANK, NATIONAL ASSOCIATION ________________________________ 136 PRIVATE TRUST COMPANY, N.A. _____________________________________ 140 RAYMOND JAMES TRUST, N.A. _______________________________________ 141 RLI INSURANCE COMPANY __________________________________________ 143 S & T BANK ________________________________________________________ 145 SAFECO INSURANCE COMPANY OF AMERICA _________________________ 147 SECURED FUTURES, INC. ____________________________________________ 150 SEI PRIVATE TRUST COMPANY ______________________________________ 151 HUNTINGTON NATIONAL BANK _____________________________________ 153 SMITHFIELD TRUST COMPANY ______________________________________ 155 SOMERSET TRUST COMPANY ________________________________________ 156 STATE FARM FIRE AND CASUALTY COMPANY ________________________ 157 STIFEL TRUST COMPANY, N.A. _______________________________________ 159 TIAA-CREF TRUST COMPANY, FSB ___________________________________ 160 THE TORRINGTON SAVINGS BANK ___________________________________ 161 TRAVELERS CASUALTY AND SURETY COMPANY _____________________ 162 TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA ________ 165 VANGUARD NATIONAL TRUST COMPANY ____________________________ 168 WELLS FARGO BANK NATIONAL ASSOCIATION _______________________ 169 WESTERN SURETY COMPANY _______________________________________ 170 WESBANCO BANK, INC. _____________________________________________ 177 WILMINGTON TRUST N.A. ___________________________________________ 179 SECTION II _______________________________________________________________ 184 INACTIVE TRUST COMPANIES & NATIONAL BANKS _____________________ 185 SECTION I 3 ACTIVE COMPANIES THE TRUST COMPANIES, NATIONAL BANKS and SURETY COMPANIES APPROVED BY THE ORPHAN’S COURT DIVISION OF THE COURT OF COMMON PLEAS OF ALLEGHENY COUNTY, PENNSYLVANIA TO PERFORM FIDUCIARY DUTIES ARE SET FORTH IN THIS SECTION. 4 APPROVED CORPORATE FIDUCIARIES NAME DATE APPROVED A.G. EDWARDS TRUST COMPANY, FSB AUGUST 2, 2004 (Merged with Wachovia Bank on June 1, 2008). ALIGNED PARTNERS TRUST COMPANY JULY 17, 2000 RBC TRUST COMPANY (DELAWARE LIMITED) JULY 7, 1997 (formerly AMERICAN GUARANTY & TRUST COMPANY) AMERIPRISE BANK, FSB JUNE 28, 2007 AMERISERV TRUST & FINANCIAL SERVICES COMPANY (formerly USBANCORP) MARCH 30, 1994 APOLLO TRUST COMPANY JULY 16, 1996 ATLANTIC TRUST COMPANY, N.A. NOVEMBER 29, 2004 BANK OF AMERICA, N.A. NOVEMBER 21, 2003 THE BANK OF NEW YORK TRUST COMPANY, NATIONAL JANUARY 19, 2007 ASSOCIATION (Merged with United States Trust Company, REMOVED 11-17-11 N.A.) BESSEMER TRUST COMPANY, N.A. JULY 3, 2007 BROWN INVESTMENT ADVISORY & TRUST COMPANY JUNE 9, 2003 CHARLES SCHWAB BANK MAY 11, 2010 CITIBANK, N.A. JULY 15, 2002 CITICORP TRUST BANK, FSB (name change 08/15/2002) (formerly TRAVELERS BANK and TRUST, FSB) APRIL 18, 2001 CITIGROUP TRUST – DELAWARE, N.A. AUGUST 9, 2007 NEXTIER BANK, N.A (name change 10/10/2005) (formerly CITIZENS NATIONAL BANK OF EVANS CITY) MAY 20, 1974 COMERICA BANK & TRUST, NATIONAL ASSOCIATION (name change 03/30/2001) DECEMBER 3, 1997 (formerly COMERICA BANK, N.A.) COMMERCIAL BANK & TRUST OF PA (name change 12/30/04) JUNE 8, 2004 (formerly HIGHVIEW TRUST CO.) 5 EDWARD JONES TRUST COMPANY FEBRUARY 28, 2005 FIFTH THIRD BANK JUNE 8, 2004 FIRST COMMONWEALTH BANK-TRUST DIVISION (formerly FIRST COMMONWEALTH TRUST COMPANY) JULY 19, 1993 FIDUCIARY TRUST COMPANY INTERNATIONAL OCTOBER 24, 2008 FIRST NIAGARA BANK, N.A. DECEMBER 14, 2010 (acquired Harleysville National Bank on April 29, 2010) FULTON FINANCIAL ADVISORS, N.A. (removed Fulton Financial Advisors, N.A. no longer needs MARCH 29, 2005 Court Approval 09-23-09) ING NATIONAL TRUST JANUARY 23, 2007 IRWIN BANK & TRUST COMPANY DECEMBER 8, 1994 (merged with S & T Bank on June 6, 2008) JANNEY MONTGOMERY SCOTT LLC JUNE 24, 2008 JP MORGAN TRUST COMPANY, N.A. JUNE 10, 1999 KEYBANK NATIONAL ASSOCIATION MAY 16, 2008 KEYSTONE NAZARETH BANK & TRUST COMPANY (merged with National Penn Investors Trust Company on 02- JUNE 6, 2006 02-08). LIFE ENRICHMENT TRUST, INC. OCTOBER 26, 2004 BNY MELLON, NATIONAL ASSOCIATION (formerly MELLON BANK, N.A. corporate named change as of SEPTEMBER 24, 1946 07-01-08. MANUFACTURES AND TRADERS TRUST COMPANY (Manufactures and Traders Trust Company was previously filed on September 14, 2006 by the Honorable Frank Lucchino, OCTOBER 24, 2011 A.J. but was never documented back then re-submitted on October 13, 2011.) MERRILL LYNCH BANK & TRUST CO. FSB (Merged with Bank of America, N.A. on November 2, 2009; formerly MERRILL LYNCH TRUST COMPANY, FSB 08-05- JUNE 3, 1999 2006 formerly ADVEST BANK AND TRUST merged 12/02/05) 6 METLIFE BANK, N.A. (formerly METLIFE TRUST COMPANY, NATIONAL SEPTEMBER 28, 2001 ASSOCIATION merged ) Removed; no longer in the trust REMOVED 10-22-09 services business as of 10-22-09. FIRST CAPITAL SURETY & TRUST COMPANY (formerly MORGAN CHASE TRUST COMPANY name change NOVEMBER 24, 2003 01-01-2006) MILLENNIUM WEALTH MANAGEMENT & PRIVATE BANKING A DIVISION OF HARLEYSVILLE