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HomeMy WebLinkAbout94-00748 .'" ~ : ~", -"" '.', ~ 1'. .. ):; " ri'- /.: - ~ L .- ". 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. '/:..,1.. j( /().a i.--- 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 """,li ""1:,( '.,.' . .' .\ ~.. '.i__ '{, _~. 'l_"~ ~.I :'0' .,.., -. - -.... ......- _. '- ~ , 'e .... .i " " f I .. ., .1 I r 'f , : . " " -.-- -.--,& f.........,--. .. --...---;-.-.............4>4. " 4f~'.. r ~ ,.~. .---.."-... 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 -00 'I' ., 0.:;0 MARK, WEIGLE AND PERKINS - ATTORNEYS AT LAW - 126 EAST KINO STREET _ SHIPPENSDURG, PA. 17257 certJfl~ate 01 Deposit Receipt " Qtb Melloh Bank . .', ("A'l1inc.aI~NIil..~r 00030602 1..",Ua" 10/21/94 l'riaclJUI Amnul 5,000.00 JIlrllllllllllnk, N.A,. CIIlIllllllllwrllllh 11''1:11111 AII....I 1I,lt,",lhl('11o 1'"rC'nI'",Yil'1J(':';.) T~I>(' 05,0000 5.13 Growth tohllllitylhlt 07/21/95 RSS N/A ()qtnklp 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 J ThI.I.. CODnrm.t1oD of )'Our InvntmC'JlI 01'1101 ud II nol rrqulrcd fo, rNcftlplloD. ................................................................... ................ -(foIJti''''".J,;"t)...................................... ............................................ &........ 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. ..................................................................... ................ "(i:';IJ~."ljn.t;""""""""""""".""""" .................................................... nR.Jllll RcY,(9f1.) t.C 7f1. lJ) 9/>.