HomeMy WebLinkAbout94-00748
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ESTAT!; OF IIELI;N G. KOONTZ
IN TilE COURT m' COHHON PLI;AS
CUNBERLAND COUNTY, PI;NNSYI,VANIA
ORPIIANS' COURT IJlVISION
I;STATI; NO. 21-94 -0 118
IN RI;: I;STATI; 01' AllAH HARI CIIAK,
minor
l'ETITlON FOR IJlSTRlllUTlON OF NlNOR' S
ESTATE WITIIOUT GUARDIAN UNDlm PROBATE.
ESTATES AND FIDUCIARIES CODE 6 5101
TO THE HONORABLE JUDGES OF SAID COURT:
The petition of Andrew C. Gates and Jerry A. Weigle, Co-Executors of the estate
of Helen G. Koontz, dcceased, for distribution of the estate of her minor nephew,
Adam Narlchak. without the appointment of guardian or the entry of security under
the provisions of 6 5101 of the Probate, Estates and Fiduciaries Code respectfully
represents that:
I. Petitioners reside at 8 Valley View Drive, Penfield, New York, and 632
Brad Street, Shippensburg, Pennsylvania, respectively, and are the Co-Executors of
the estate of IIclen G, Koontz, who died January 29, 1994. testate. Letters
Testamentary were granted to petitioners on February 9, 1994, by the Register of Wills
of Cumberland County, Pennsylvania.
2, The Last Will and Testament of lIelen G, Koontz dated July 9, 1993. provides
as follows: "ELEVENTII. I give and bequeath the full sum of FIVE THOUSAND ($5,000,00)
DOLLARS to ADMI HARICIIAK, who is the son of Sydney Harichak."
3. All debts of the late Helen G. Koontz will be paid in full, all inheritance
taxes due and owing to the Commonwealth of Pennsylvania and to the United States
Internal Revenue Service will be paid in full, and petitioners are prepared to make
distribution of the specific bequests in accordance with the terms of the Last Will
nnd Testament of Helen G. Koontz, a copy of which is attllched her. to as Exhibit "A."
4. Adam Harlchak, II minor age twelve, born on Ilecember 9, 1981, resides at
17 Honor Drive, Hechanicsburg, Pennsylvania. 17055, with his natural mother,
Sydney E. Harichak.
5. The net value of the distributive share to which the minor is entitled to
receive from the estate of Helen G. Koontz is less than Ten Thousand ($10,000.00)
Dollars, and therefore may be received and held or disposed of by the parent
maintaining the minor without the appointment of a guardian or the entry of security
within the provisiona of 20 Pa. C.S,A. 5101.
MARK, wmOLE AND PCRKINS - ATTORNEVS AT I.AW - 126 EAST KINO STREET _ SHIPPENsouno, PA. 17257
COHHONWEALTH OF PENNSYLVANIA :
55.
COUNTY OF CUHBERLAND
JERRY A, WEIGLE, being duly sworn according to law, deposes and says that he
is one of the petitioners in the foregoing petition and that the facts set forth
therein are true and correct to the best of his knowledge, information and
Sworn to and subseribed
before me this ~~ day of
)h~~ . 1994.
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N"otnry Public
y
Notarial Seal
Unda K. Klein, NotarY Public
Shlppenslxrg, PA Cumberland Couniy
My comniulon Explte8 AulJIS115, 1996
MARK, WEI"lLE AND PERKINS - ATTORNEYS AT LAW _ 120 EAST KINO STREET _ SHIPPENSDURO, PA. 17257
. .
CONSENT AND JOINDER
I, Adam Harichak, a minor age 12. having read the foregoing petition being filed
by Andrew C. Gates and Jerry A. Weigle, Co-Executors of the estate of Helen G, Koontz,
in which they request that distribution of the $5,000.00 bequest due to me under the
Last Will snd Testament of Helen G. Koontz, be made to my mother. Sydney E. Hariehak,
without the appointment of guardian or the entry of security. hereby evidence my
joinder in the prayer of that petition.
t1J.. ~
Adam ~Iarichak
CONSENT AND JOINDER OF PARENT
1, Sydney E. Marichak, parent of Adam Marichak, having read the foregoing petition
being filed by Andrew C. Gates and Jerry A. Weigle, Co-Executors of the estate of
Helen G. Koontz, in which they request that the $5,000.00 due to Adam Marichak
under the Last Will and Testament of lIelen G. Koontz be distributed to me aa the
parent maintaining Adam Harichak without the appointment of guardian or the entry
of security, hereby evidence my joinder in the prayer of that petition.
1d.~,t~=h-b
MARK. WEIOLE AND PERKINS - ATTORNEYS AT LAW _ 12ft EAST KINO STREET _ SHIPPENSbURO, PA. 17257
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ESTATE OF HELEN G. KOONTZ
IN TilE COURT OF COHHON PLEAS OF
CUHBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE NO. 21-94-748
IN RE: ESTATE OF ADAM HARICHAK,
minor
PETITION FOR DISTRIBUTION OF MINOR'S
ESTATE WITHOUT GUARDIAN UNDER PROBATE.
ESTATES AND FIDUCIARIES CODE ~ 5101
Proof of Investment
pursuant to Order of Court dated August 26, 1994
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MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KINO STREET _ SHIPPENSDURG, PA. 17257
certJfl~ate 01 Deposit Receipt
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Qtb Melloh Bank
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("A'l1inc.aI~NIil..~r
00030602
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10/21/94
l'riaclJUI Amnul
5,000.00
JIlrllllllllllnk, N.A,. CIIlIllllllllwrllllh 11''1:11111
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05,0000 5.13 Growth
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JOINT.OTHER
Ittmillnltrnt
AUlornallcally Renowed
hlt"nll'.)"m'''lllr~\luC)'
MONTHLY FROM ISSUE DT
1,de
SYDNEY E MARICHAK.FOR ADAM M MARICHAK, MINOR................
Cllmpu)' No,
UflncbNo.
431
SYDNEY E MARICHAK FOR
ADAM M MARICHAK, MINOR
17 MANOR DR
MECliANICSBURO PA 17055
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ThI.I.. CODnrm.t1oD of )'Our InvntmC'JlI 01'1101
ud II nol rrqulrcd fo, rNcftlplloD.
................................................................... ................ -(foIJti''''".J,;"t)...................................... ............................................
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Automatic RCllewal
Unl... olheJWi.'" specified, your Ccrllficalc of Depasll will nutomallcally rcnew whenever II malures for Ihc same period us lis orlglaallerm al
Ihe Inleresl mle In erreel on each malurily dale for Ihe Jlank's Ccrllficates of De"",1I of the ..,me 1)'JlC, lerm nnd nmounl. II will renew for Ihe
same face amounl, or for thalamounl plus accrued Inlercsllf Inlcrcslls added 10 Ihe Ccrllficalc of De"",11 allls malUrily, even Iflhe amounl
renCWC<l Is I... Ihan Ihe minimum deposll required 10 eslabllsh a new Cerllficale of Deposll of Ihe same type and lerm. Your Cenlficale uf
Dc"",1I will aUlomallcally renew us SIal cd above whenever II malures unless: 1) )'Ou requesl or have requesled Ihallhe Certlficale of De"",11
nol renew aUlomallenl1y; 2) II Is redeemed by )'Ou; 3) we send wrlllen nollee to you slallog Ihat Ihe Certlfic.,le of Peposll will 001 reoew
aUlomallcal1y; or, 4) Ihe origloallerms of Ihe Cerllficnle of De"",11 )'Ou purchase ",,11 for renewallnlo a dlrrerenllerm. You may wilhdraw
your funds from an aUlomallcally renewable Cerllficale of Deposll wilhoul penally up 10 10 c.,lendar da~ aCter ""eh maturlly dale; If you do,
Inlerest will nol be ""rned aCter Ihe malurily dale. II we ..nd you nOllce Ihal your Ccrtlficale of Deposll will nol renew automallcally, II will
Slap earning Inlerest aCter 1\ malures.
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