HomeMy WebLinkAbout96-00678
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. BROUJOS Be GILROY. P. C.
ATTORNEYS AT LAW
4 NORTH HANOVER STREET
CARLISLE. PENNSYLVANIA 17013
17171 24'.457. 78fNeDO
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1997
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11 IN RE:
GUARDIANSHIP OF : IN TilE COURT OF COMMON PLEAS OF
MICHAEL EUGENE MOFFITI : CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS DIVISION
NO. 21-96-678
TO: Clerk of Orphans' Court
Courthouse, Carlisle, PA
Estate:
Guardians:
Period:
Date Filed:
ANNUAL REPORT OF GUARDIAN OF ESTATE
Michael Eugene Moffitt, minor child
Donald E. Moffitt and Shirley L. Moffitt
April I, 1996 - March 31, 1997
April ~ , 1997
This is a report filed with the Court in compliance with Section 5521(c) of Act 24 of July 16,
1992, 20 PaCSA 5521.
Date
04/01/96
05/01/96
06/26/96
06/26/96
07/01/96
07/09/96
08/09/96
09/06/96
I % 1/96
10/07/96
INCOME
Source
Amount
Social Security
Social Security
Social Security - death benefit
Social Security - benefit
Dividend
Social Security - benefit
Social Secunty - benefit
Social Security - benefit
Dividend
Social Security. benefit
450.00
450.00
255.00
450.00
.45
450.25
450.00
450.00
10.62
450.00
10/11/96
10/11/96
11/05/96
12/06/96
01/06/97
02/06/97
02/18/96
Serviceman's Group Life Insurance proceeds. bcneflts.
Serviceman's Group Life Insurance proceed~ - interest
Social Security - benefit
Social Security. benefit
Social Security - benefit
Social Security. benefit
Serviccman's Group Life Insurance proceeds..
(5 mos. of benefits .- Nov., Dec., Jan, Feb., & March)
Social Security. benefit
Serviceman's Group Life Insurance proceed~ - monthly
20,123.83
325.41
450.00
450.00
463.00
463.00
14,768.65
463.00
2,953.73
43,876.94
03/06/97
03/30/97
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Purchased $20,000 5 year CD due 10/11/2001 @ 6.40%
Purchased $14,000 3 mo. CD due 5/16/97 @ 5%
EXPENSES
Date Payee Purpose Amount
04/96 Donald E. & Shirley L. Moffitt Child Care 200.00
05/96 Donald E. & Shirley L. Moffitt Child Care 200.00
06/96 Donald E. & Shirley L. Moffitt Child Care 205.00
07/96 Donald E. & Shirley L. Moffitt Child Care 200.00
08/96 Donald E. & Shirley L. Moffitt Child Care 450.00
09/96 Donald E. & Shirley L. Moffitt Child C~re 200.00
10/96 Broujos, Gilroy & Houston, P.C. Legal Fee 1,006.48
11/96 Donald E. & Shirley L. Moffitt Child Care 200.00
12/96 Donald E. & Shirley L. Moffitt Child Care 200.00
01/97 Donald E. & Shirley L. Moffitt Child Care 200.00
02/97 Donald E. & Shirley L. Moffitt Child Care 200.00
03/97 Donald E. & Shirley L. Moffitt Child Care 200.00
$3,461.48
BALANCE AT BEGINNING OF PERIOD $ .00
INCOME 43.876.94
$ 43,876.94
EXPENSES 3.461.48
BALANCE $ 40,415.46
We certify that the above is an accurate report of the income and expenses of the
Guardianship Account.
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Donald E. Moffitt .
~u:"t-/ Il1lof/dt
Shirley It. Moffitt'
54 Victory Church Road
Carlisle, PA 17013
Distribution: Clerk of Orphans Court
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
On this, the o';nJday of April, 1997, before me, a notary publie in and for the County of
Cumberland, Commonwealth of Pennsylvania, the undersigned officer, personally appeared
Donald E. Moffitt and Shirley L. Moffitt, known to me (or satisfactorily proven) to be the
persons whose names are subscribed to the within instrument, and acknowledged that they
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and official seal.
d1 ~. d. tf+:<-()'j
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Nolsrlal Soal
Sherrl L Murphy. Notary PUJllc
Carlisle Bora. cumberland Ccunly
My Commission Expiros Jan. 4. 199"
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IN RE:
PETITION FOR APPOINTMENT OF
GUARDIAN FOR
IN TilE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MICHAEL EUGENE MOFFITI',
.
.
: ~~M' &u..J Ulvj::';llN
:.- DlVlSlOO o.(;MV
Minor
: NO.
CIVIL 1996
ORDER
AND NOW, this
day of August, 1996, it is ordered that a hearing on the Petition for
Appointment of Guardian for Michael Eugene Moffitt is to be held on
day of
, 1996, for the purpose of appointing a guardian of the estate of the person
of minor Michael Eugene Moffitt.
In accordance with Rule 12.5 of the Rules of Orphans' Court notice of this petition and
hearing shall be given to the United States Veterans Administration and to Denise Stotler
Moffitt, mother of minor Micheal Eugene Moffitt.
BY THE COURT,
J.
mdw
IN RE:
IN Tm: COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY. PENNSYLVANIA
PETITION FOR APPOINTMENT OF
GUARDIAN FOR
MICHAEL EUGENE MOFFITf.
.
.
: O'\fJll/lo\lS' (~~ .ttt
: -Ct-WI.. DMSWN .;:l;AW
: b7K
: NO. ~ -9' - 61 '",1996
Minor
ORDER
AND NOW, this ':2'3" day of
/:Ju.5 ... v
, 1996, upon the Petition for
Appointment of Guardian for Michael Eugene Moffitt, it is ordered that Donald E. Moffitt
and Shirley L. Moffitt are appointed as guardians of the estate of the person of minor Michael
Eugene Moffitt.
Bond in the amount of $
shall be filed with the Clerk of Orphans'
- 0-
Court, County of Cumberland, prior to assumption of duties.
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BY THE COURT,
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IN RE:
IN TilE COURT OF COMMON PLEAS 011
CUMBERLAND COUNTY, I'ENNSYLV ANIA
PETITION FOR APPOINTMENT OF
GUARDIAN FOR
MICHAEL EUGENE MOHITI',
: -:)~'jH"\" \ ~Aid
:-CI'\tH: DM~6N . I;AW
Minor
: NO.
CIVIL 1996
PETITION FOR APPOINTMENT OF GUARDIAN
The petition of Michael Eugene Moffitt, a minor under the age of fourteen, by Donald
E. Moffitt and Shirley L. Moflitt, his grandparents and legal custodians, by and through their
attorneys, Broujos, Gilroy & Houston. P.C., in accordance with PaRule of Orphans' Court
12.5, respectfully represents:
1. Petitioners are Donald E. Moffitt and Shirley L. Moffitt, adult individuals residing at
54 Victory Church Road, Gardners, Cumberland County, Pennsylvania 17324.
2. Minor is Michael Eugene Moffitt residing at 54 Victory Church Road, Gardners,
Cumberland County, Pennsylvania 17324.
3. Petitioner Donald E. Moffitt is the paternal grandparent of the Minor. Petitioner
Shirley L. Moffitt is the grandmother by adoption of the father of the minor.
4. Mother of Micheal Eugene Moffitt is Denise Stotler Moffitt, an adult individual
residing at The Molly Pitcher Hotel, 13 S. Hanover Street, Carlisle, Cumberland County,
Pennsylvania 17013.
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5. Michael Eugene Mullill was hurn July 29, 1(1)5, is approximately une ycar uld, and
rcsides at 54 Victury Church Ruad, Gardncrs, Cumherland Cuunty, Pcnnsyvania, 17324.
6. Michael Eugene Mullill is thc sun uf Dunald E. Muftill, Jr. whu decelL~ed un March
31, 1996.
7. On April 24, 1996, Petitiuners were awarded legal and primary physical custody of thc
child Michacl Eugcne Mollill. Copy of the order is allached hercto us Exhibit A. The child
has resided with and has been eured for by Petitioners since that date.
8. As a result of his father's death, minor is the beneficiary of approximately
$ in life insurance proceeds from Ollice of Servieemen's Group Life Insurance.
The company will not disburse funds except to a court-appointed guardian of the minor.
9. At the present time minor has no eourt-appointed guardian.
10. Petitioners seek appointment as guardian of the minor's estate.
11. The consent of the mother is altached hereto as Exhibit B, whereby mother agrees to
the appointment of the grandparents petitioners as guardian.
12. There is no adverse interest to the minor in appointing Petitioners as guardians.
Petitioners are not fiduciaries of the estate in which minor has an interest.
13. Petitioners are not officers or employees of corporate fiduciaries of the estate in which
minor has an intercst.
14. Petitioncrs are not sureties of a fiduciary of the estate in which minor has an interest.
15. Petitioners are not officers or employees of any corporate sureties of any fiduciary of
the estate in which minor has an interest.
16. Minor is a child of a veteran entitled to insurance or gratuity trom u.s. Veterans'
Administration.
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DONALD E. MOFFITf
SHIRLEY L. MOFFITf
IN TIlE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiffs
.
.
: CIVIL DIVISION - LAW
v
DENISE MOFFlTf
NO. 96-1862 CML TERM
Defendant
.
.
: CUSTODY
.
CUSTODY ORDER
AND NOW, this ~~y of April. 1996, pursuant to the Stipulation of the parties, the
following Order is entered:
1. Plaintiffs Donald E. Moffitt and Shirley L. Moffitt will have legal and primary
physical custody of the child Michael Eugene Moffitt.
2. Defendant Denise Moffitt shall have reasonable visitation rights in accordance with the
following:
A. During the period which Defendant Denise Moffitt resides at The Molly Pitcher
Hotel, she shall have visitation rights two days per week on days and times as agreed to by
the parties.
B. After Defendant obtains suitable housing for herself, 'She shall then have
visitation every other weekend from Saturday at 9:00 a.m. to Sunday at 6:00 p.m.
C. Defendant shall have visitation on the child's first birthday and on subsequent
birthdays of the child on alternating years. at times as agreed to by the parties.
D. Defendant shall visitation rights on major holidays of Memorial Day, July 4th,
EXIIlBIT ^
Labor Day. Thnnksgiving, Christmus, New Vent's Day, nod Easter, commencing on Memorial
Day. on alternating holidays nnd alternating the holidays eaeh year, at times us agreed to by
the parties.
E. On such other times as the parties shall mutually agree.
3. Guidelines for Parents. The parties agree to abide by the "Guidelines for Parents"
attllChed hereto as Exhibit /( 'IUld incorporated herein by reference.
4. Seat Belts and Child Restraint Seats. Both parties shall utilize child restraint seats nnd
seat belts when tranSPorting the child by automobile.
S. Alcoholic Beveral!es. Neither party shall use or consume any beverage containing
alcohol or use or consume nny proscribed dIlIg while exercising his or her rights to physical
custody of the child.
6. Medical Carerrreatment. Plaintiff's agree to immediately infonn Defendant as to any
problem of medical care or treatment of the child.
7. }telocation. Upon the knowledge of a pending relocation or movement, temporary or
pennanen\, of either party, that party must immediately infonn the other party of the new
address and telephone number.
8. No Movement Out of State. Neither party shall remove the child from the
commonwealth of Pennsylvnnia to nnother state except through a Court Order.
BY THE COURT:
TRUE copy FROM RECORD
In lcst'm~ny \'ih~r,o'. I h::rn unto set my hand
and lhe seal 01 said Court al Car\i~\e. Pat
lhls ...",.It~. day ol..~;..., 19.%.
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IN RE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
PETITION FOR APPOINTMENT OF
GUARDIAN FOR
MICHAEL EUGENE MOFFIIT,
CIVIL DIVISION - LAW
Minor
NO.
CIVIL 1996
CONSENT
[ accept notice of the foregoing petition for the appointment of Donald E. Moffitt and Shirley
L. Moffitt as guardians of the estate of Michael Eugene Moffitt, and consent thereto.
August 5. 1996
.
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Denise Stotler Moffitt, I
Mother of Michael Eugene Moffitt
Exhibit B