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HomeMy WebLinkAbout96-00678 n ~. 0" .., "- , .; . BROUJOS Be GILROY. P. C. ATTORNEYS AT LAW 4 NORTH HANOVER STREET CARLISLE. PENNSYLVANIA 17013 17171 24'.457. 78fNeDO . .... . I ,; " .-r " ~ ':" < of';' , .i' . ! 'l', ., ~ i . ",.. ,I" ,r l 1- < , " . . . \ ,J . - '. ; .' f : . . , " ,~ ... " f ~: . . .' . ___1 ---~~ -..-_--...----....A... r.. ~'4I. ..,.::. ;-...... 1997 ! '<I 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 . .. 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. lJ F},OAt"; ~ ;/r/~ 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 ~bllc Nolsrlal Soal Sherrl L Murphy. Notary PUJllc Carlisle Bora. cumberland Ccunly My Commission Expiros Jan. 4. 199" ,..... "(3 '.1 .' ", c.. N N r:.-:; 0.. co: " ~ .. f, CJ (:: a: r- p 0. ::, i" ,-. ...,;.J 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. " 1.10:) '\'::'J BY THE COURT, .. -' f.Z (i" ,.1. n: (., -;1~. 4/L / J. .' -\ 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. \ " 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. ~ -. .,. .. ~ .-. f '" . if PI L E ,r.rJli , ~I .J 1 1 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.%. - _.~~.~~~..._.. /5/ ~nx~ a: . ~ J. ... 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 . - (;, ',I/o) I siPttc,,- 'XL!;- W"8 Denise Stotler Moffitt, I Mother of Michael Eugene Moffitt Exhibit B