HomeMy WebLinkAbout03-0538IN RE:
ANDREW SCOTT GELBURD
· IN THE ORPHAN'S COURT OF
· CUMBERLAND COUNTY, PENNSYLVANIA
· NO. 03-0538
AMENDED PETITION FOR APPOINTMENT~F "::~, !,
A GUARDIAN FOR THE ESTATE OF A MIN~OR ~
1. Petitioners, Jeffrey S. Gelburd and Marcia M. Gelburd,.-husband land wife,
are the natural parents of Andrew Scott Gelburd and reside at 600 Rtlltop Drive, New
Cumberland, Cumberland County, Pennsylvania.
2. Andrew Scott Gelburd was born on October 18, 1990 and resides with his
parents at 600 Hilltop Drive, New Cumberland, Cumberland County, Pennsylvania.
3. Andrew Scott Gelburd is the owner of record of 2,730 shares of stock in
F & M Bank Corp· of Timberville, Virginia·
4. The stock is presently valued at approximately $25 per share, for a total
value of $68,250·
5. The subject stock was a bequest to Jeffrey S. Gelburd who intended to
use it to fund the college education of this three (3) children. Mr. Gelburd registered
the stock in Andrew Scott Gelburd's name to mitigate the income tax burden·
6. Petitioners now wish to sell the stock and invest the proceeds locally on
Andrew's behalf to fund the college education of Andrew and his two siblings·
7. Under the laws of the Commonwealth of Virginia, this transfer cannot take
place without a court appointed guardian. (See Attachment "A").
8. Under Pennsylvania law, a guardian is necessary because the value of
this estate exceeds $25,000. See 20 Pa.C.S.A. § 5101·
9. Pursuant to 20 Pa.C.S.A. § 5111 (a), the court of the county in which the
minor resides may appoint a guardian of the estate of the minor·
10. Under 20 Pa.C.S.A. § 5112, a court may not appoint a parent of the minor
as guardian of the estate except as a co-guardian with another fiduciary.
11. James M. Robinson, Esquire, an attorney licensed by the Supreme Court
of the Commonwealth of Pennsylvania and a member of the Cumberland County Bar
Association, has been the family attorney and has known the entire family for many
years. He is qualified to be appointed by the Court pursuant to 20 Pa.C.S.A. § 5112
and is, in fact, a preferred person under 20 Pa.C.S.A. § 5113.
12. The Court should not require these guardians to post a bond, as allowed
under 20 Pa.C.$.A. § 5122(d), because Jeffrey $. Gelburd is the natural parent and
guardian of the person of Andrew Scott Gelburd and James M. Robinson is an officer of
the court.
13. Andrew Scott Gelburd presently has no guardian other than his natural
parents, the Petitioners herein, with whom he has lived for his entire life.
14. There are no interests of the proposed guardians that are adverse to the
interests of the minor.
WHEREFORE, for all the above reasons, the Petitioners, Jeffrey S. Gelburd and
Marcia M. Gelburd, respectfully request this Court to appoint Jeffrey $. Gelburd and
James M. Robinson, Esquire as co-guardians for the estate of Andrew Scott Gelburd for
the sole purpose of selling and reinvesting the subject stock.
Respectfully Submitted
TURO LAW OFFICES
Date
J2~t' _n~es M' R°~ns,south Pitt tstrSe°e~' Esquire
Carlisle, PA 17013
(717) 245-9688
$. C. No. 84133
Attorney for Plaintiff
VERIFICATION
We verify that the statements made in the foregoing Petition are true and correct.
We understand that false statements herein are made subject to the penalties of 18
Pa.C.S. § 4904 relating to unsworn falsification to authorities.
bat~
efl :e/y/S. ~elbuYd
I~arcia M. Gelburd
~rl~ ~ ~ LUU~
IN RE: ANDREW SCOTT GELBURD
· IN THE ORPHAN'S COURT OF
· CUMBERLAND COUNTY, PENNSYLVANIA
· NO. 03-0538
ORDER OF COURT
___~~ O~ 2004, Jeffrey S. Gelburd,
AND NOW, this __ day ,
father of the minor, and James M. R uire,attorney for the family, are
appointed as co-guardians for the estate of Andrew Scott Gelburd and no bond shall be
required·
By the Court,
James M. Robinson, Esquire
Turo Law Offices
28 South Pitt Street
Carlisle, PA 17013
LAWRENCE H. HOOVER, JR.
DAVID A. PF. NROD
JOHN N. CRIST
DALE A. DAVENPORT
ROBERT F. KEEFER
RICHARD A. BAUGH
DILL1NA W. STICKLEY
HOOVER, PENROD, DAVENPORT
ATTORNEYS AT LAW
342 SOUTH MAIN STREET
HARRISONBURG, VIRGINIA 22801
February 20, 2003
Mr. Jeff Gelburd
600 Hilltop Drive
New Cumberland, PA 17070
& CRIST
FACSIMILE
540 -433 -3916
TELEPHONE
540 -433- 2444
Dear Mr. Gelburd:
I refer to your phone calls about transferring the shares of stock in F & M Bank
Corp. owned by your son, who is a minor.
In Virginia, the Clerk of the Circuit Court where the minor resides can appoint a
guardian for the estate of a minor and the guardian would have the authority to authorize
the transfer of the shares of stock owned by the minor. I am enclosing copies of the
relevant statutes from the Virginia Code that confers this authority.
The Clerk of your court in New Cumberland may have some comparable statutory
authority. If you or someone in your family can be appointed guardian or legal
representative for your son and send us documentation to that effect, the Bank would be
able to transfer your son's shares.
I apologize for not getting this information to you more promptly.
Very truly yours,
HOOVER, PENROD, DAVENPORT & CRIST
/L,~qvrence~. Ho6ver, Jr.
~or the Fi~
LHHjr./edm
Enclosures
cc: Sylvia Bowman
Farmers & Merchants Bank
Attachment "A"
§ 31-4 CODE OF VIRGINIA
§ 31-5
CHAPTER 2.
APPOINTMENT OF GUARDIAN BY COURT OR CLERK.
Sec. Sec.
31-4. Jurisdiction of appointments. 31-7.
31-5. How appointments made.
31-6. Guardians to give bond; surety thereon.
31-6.1. Redetermination of guardian's bond.
When court may appoint temporary
guardians; bond; powers and du-
ties.
§ 31-4. Jurisdiction of appointments. -- The circuit court or the circuit
court clerk of any county or city in which a minor resides-or in which he has
any estate, if he is an out-of-state resident, may appoint a guardian for the
estate of the minor, and may appoint a guardian for the person of the minor
unless he has a guardian appointed as aforesaid by his father or mother. (Code
1919, § 5316; 1926, p. 588; 1928, pp. 25, 1085; 1930, p. 686; 1938, p. 4; 1942,
p. 205; 1944, p. 28; 1989, c. 55; 1999, c. 16.)
Cross references. -- For constitutional pro-
vision as to power of clerks of circuit courts to
appoint guardians, see Va. Const., Art. VI, § 8.
For provisions as to right of appeal from order
of court appointing guardian, see § 8.01-670.
Law Review. -- For article, "Updating Vir-
ginia's Probate Law," see 4 U. Rich. L. Rev. 223
(1970).
Section does not affect power of chan-
cery court to appoint. -- The chancery courts
in this State have always had the power to
appoint guardians. The power is not taken from
them by this statute. Durrett v. Davis, 65 Va.
(24 Gratt.) 302 (1874).
§ 31-5. How appointments made. -- If the minor is under the age of
fourteen years, the court or clerk may nominate as well as appoint his
guardian; if the minor is above that age he may, in the presence of the court or
clerk, or in writing acknowledged before any officer qualified to take acknowl-
edgments, nominate his own guardian, who, if approved by the court or clerk,
shall be appointed accordingly; but if the guardian nominated by the minor is
not appointed or if the minor resides without the Commonwealth or if, after
being summoned by the court or clerk, he does not nominate a person deemed
suitable and competent by the court or clerk, a guardian may be nominated
and appointed in the same manner as if the minor were under the age of
fourteen years. In no case shall any person not related to the infant be
appointed guardian until thirty days have elapsed since the death or disquali-
fication of the natural or testamentary guardians, and the next of kin have had
an opportunity to petition the court for appointment and unless the court or
clerk is satisfied that such person is competent to perform the duties of bas
office. (Code 1919, § 5317; 1926, p. 589; 1928, p. 1085; 1946, p. 223; 1954, c.
468; 1999, c. 16.)
Cross references. -- As to the appointment
of a nonresident as guardian of a resident
infant, see § 26-59.
Role of guardian. -- Although the Code of
Virginia does not define the term "guardian,"
implicit in the statutes is a recognition that a
guardian is a person who has either the custody
and control of the estate of a minor or the
custody of the person of a minor, or both. In re
OqX/eil, 18 Va. App. 674, 446 S.E.2d 475 (1994).
Grounds for denial of guardianship
award. -- Where it appears that the parties
are attempting to accomplish some fraud or
abuse of the power of guardianship, the trans-
is not in the best interests of the
Af~ditionally, the chancellor, in determining tchflhd
best interests of the child, may decline to.a.w~t
guardianship to any person deemed by
be incompetent to discharge the duties °_f?,a~i'
office. In re O'Neil 18 Va App 674, 446 ~
475 (1994).
Necessity of notice prior to
ceeding. -- Reasonable notice to all
parties is required in a proceeding involving
oPerate petition for the transfer ofguardianshiF'
minor child to protect the fights of such~'
472
§ 31-6
GUARDIAN AND WARD
§ 31-7
parties and to ensure the best interests of the
child- In re O~Neil, 18 Va. App. 674, 446 S.E.2d
475 (1994)'
Use of best interests analysis in transfer
decision. -- Where the grandparents had legal
custody of the child, the chancellor's consider-
ation of a petition for transfer of guardianship
is limited to a determination of whether the
trans£er is in the best interests of the child, and
the chancellor should therefore deny such a
petition only where it appears from the record
that the transfer of guardianship of the person
would be detrimental to the best interests of
the child. In re O'Neil, 18 Va. App. 674, 446
S.E.2d 475 (1994).
Incorrect use of balancing test in trans-
fer analysis. -- Where it is established that
the petition seeking legal guardianship of the
person of a minor child is unopposed by the
child's natural guardian(s) and Occurs subse-
quent to or contemporaneously with a volun-
tary temporary transfer of custody to the pro-
spective legal guardian of the person of the
child, the chancellor, in determining whether to
grant the petition, applied an incorrect stan-
dard by balancing a potential financial benefit
to the prospective legal guardian of the person
against the best interests of the child. In re
O~Neil, 18 Va. App. 674, 446 S.E.2d 475 (1994).
Insurer may condition coverage on ob-
taining guardianship. -- Because the statu-
tory definition of legal custody in this Common-
wealth includes the power to direct medical
care, legal guardianship of the person was not a
necessary legal status for grandparents who
had such custody to obtain to direct such care
for their granddaughter. However, the status of
legal custodian does not require a non-govern-
mental entity such as their insurance carrier to
recognize their financial responsibility for her
medical care. Therefore, their insurance carrier
could decline to recognize the child as an in-
sured person until the grandparents obtained
the status of legal guardians of the person in
order to comply with their contract. In re
O2qeil, 18 Va. App. 674, 446 S.E.2d 475 (1994).
§ 31-6. Guardians to give bond; surety thereon. -- Before the appoint-
ment of any guardian for the estate of a minor, the person seeking appointment
shall, in the court or before the clerk, take an oath that he will faithfully
perform the duties of his office to the best of his judgment and give his bond in
an amount at least equal to the value of the minor's personal estate coming
under his control.
Every guardian for the estate of a minor shall provide surety upon his bond
unless it is waived pursuant to § 26-4 or, in the case of a testamentary
guardian, the testator's will waives surety; however, the court or Clerk, on its
or his own motion or the motion of another, may at any time, require surety
upon a guardian's bond. Every order appointing a guardian shall state whether
or not surety is required.
When the same guardian qualifies upon the estate of two or more wards who
are members of the same family, only one qualification and one guardianship
bond shall be required. (Code 1919, § 5318; 1926, p. 589; 1928, p. 1085; 1954,
c. 398; 1995, c. 225; 1999, c. 16.)
Cross references. -- As to when bank or
trust company not required to give security, see
§ 6.1-18. As to allowing guardian to give bond
without surety when estate in his hands is not
more than $5,000, see § 26-4.
Law Review. -- For 1995 survey of wills,
trusts, and estates, see 29 U. Rich. L. Rev. 1175
(1995).
§ 31-6.1. Redetermination of guardian's bond. -- Upon a guardian's
request, the clerk shall redetermine the penalty of the guardian's bond in light
of any reduction in the current market value of the estate under the guardian's
control, whether such reduction is due to disbursements, distributions, valu-
ation of assets, or disclaimer of fiduciary power, if such reduction is reflected in
an accounting that has been confirmed by the court or an inventory that has
been approved by the commissioner of accounts. This provision shall not apply
to any bond set by the court. (1999, c. 16.)
§ 31-7. When court may appoint temporary guardians; bond; powers
and duties. -- Until a guardian appointed by the court or clerk has given
bond, or while there is no guardian, the court or clerk may, from time to time,
473
§ 31-8 CODE OF VIRG~NLt § 31-8.1
appoint a temporary guardian, who shall give bond as aforesaid, and during
the continuance of his guardianship have all the powers and perform all the
duties of a guardian, and be responsible in the same way. (Code 1919, § 5319;
1999, c. 16.)
CHAPTER 3.
CUSTODY AND CARE OF WARD AND ESTATIZ.
Sec.
31-8. Custody, care and education of wards;
ward's estate.
31-8.1. Parental duty of support.
31-8.2. Same; limited authority of commis-
sioner of accounts.
31-9. Termination of guardianship.
31-14. Powers of courts over guardians.
31-14.1. Powers of guardian.
Sec.
31-15. Custody when parents are separated.
31-16. Access by certain persons to child in
custody of another.
31-17. Notice to be given of application; con-
trol of court over its order.
31-18. Provisions governing such proceed-
ings.
31-18.1. ~ransition rule.
§ 31-8. Custody, care and education of Wards; ward's estate. --
Unless a guardian of the person of a minor is appointed by a parent, the court
or the clerk, a guardian of a minor's estate who is appointed as aforesaid, and
gives bond when it is required, shall have the custody of his ward, except as
otherwise provided in §§ 31-1, 31-2, and 31-15. The guardian of a minor's
estate shall have thepossession, care, and management of the minor's estate,
real and personal, and, after first taking into account the minor's other sources
of income, support rights and other reasonably available resources of which the
guardian is aware, shall provide for the minor's health, education, mainte-
nance and support from the income of such estate and, if income is not
sufficient, from the corpus thereof. (Code 1919, § 5320; 1930, p. 686; 1989, c.
535; 1999, c. 16.)
Editor's note. -- Acts 1993, c. 929, cl. 3, as
amended by Acts 1994, c. 564, cl. 1, and Acts
1996, c. 616, cl. 3, provided that the amend-
ment to this section by Acts 1993, c. 929, cl. 1,
would become effective June 1, 1998, "only if
state funds are provided by the General Assem-
bly sufficient to provide adequate resources,
including all local costs, for the court to carry
out the purposes of this act and to fulfill its
mission to serve children and families of the
Commonwealth." The funding was not pro-
vided.
Guardian is not personally responsible
for the support and education of his wards
unless he consents to become bound for them.
Barnum v. Frost's Adm'r, 58 Va. (17 Graft.) 398
(1867).
But ward's estate is responsible. --A
guardian placing his ward with a third person
to be supported and educated, though he may
undertake to pay the ward's expenses, does not
thereby relieve the ward's estate, but the per-
son with whom the ward has been placed may
proceed in equity to subject the profits of the
ward's estate to the payment of her expenses. :~
Barnum v. Frost's Adm'r, 58 Va. (17 Gratt.) 398
(1867).
474
. § 31-8.1. Parental duty of sup_p, ort. -- A. Notwithstanding the pr?i-
stuns of § 31-8, a guardian of a minors estate shall not make any distribution
of income or corpus to or for the benefit of a ward who has a living parent,
whether or not the guardian is such parent, except to the extent that.
distribution is authorized by (i) the deed, will or other instrument under
the ,e?ta, te is de_rived, or (ii) the court, upon a finding that (a) the parent.is
unam.e co com.~etely fulfill the parental duty of supporting the child, (b), t,~e
paren~ canno~ mr some reason be required to proviSe such support, .or. ~?~ea
proposed distribution is beyond the scope of parental duty of suppp~..
circumstances of a specific case. The existence of a parent-child
,§ 31-8.2 GUARDIAN AND WARD § 31-14
shall be determined in accordan_ce with the provisions of § 64.1-5.1. The court's
authorization may be contained in the order appointing the guardian or it may
~be obtained at any time prior to the disbursement in question; however, in
extenuating circumstances where the interests of equity so require, the court's
authorization may be obtained after the disbursement in question.
B. A guardian who desires to make any distribution specified in subsection
A when neither (i) an existing court order nor (ii) the deed, will or other
instrument under which the estate is derived authorizes it, shall file a petition
in the court wherein his accounts may be settled, naming the ward as a
defendant and setting forth the reasons why such distribution is appropriate.
The court or clerk shall appoint an attorney-at-law as guardian ad litem to
represent the ward. Proceedings on the petition shall otherwise conform in all
respects to a bill in chancery, except that the evidence may be taken orally and
the petition may be filed in court upon five days' notice to the ward, unless it
is shown that he is under the age of fourteen. No attorney's fees shall be taxed
in the costs, nor shall there be any writ tax upon the petition. The court may
fix reasonable attorney's fees for services in connection with the filing of the
petition, and the court shall fix the guardian ad litem's fee. Such fees shall be
paid out of the estate unless the court directs that they be paid by the
petitioner. The clerk shall receive a fee of one dollar for all services rendered
thereon, to be paid by the guardian, out of the estate. Any notice required to be
served under this section may be served by any person other than the
guardian. Notwithstanding the preceding provisions of this subsection, if the
court determines that an emergency exists, an order authorizing a distribution
may be entered without the appointment of a guardian ad litem, with the court
making such further provisions in its order for the protection of the ward's
estate as it may deem proper in each case. (1999, c. 16.)
§ 31-8.2. Same; limited authority of commissioner of accounts. -- A
commissioner of accounts for the jurisdiction wherein a guardian qualifies may
authorize the same distributions under the same circumstances as the court
may authorize under § 31-8.1 A, except that (i) the total distributions
authorized in any one year shall not exceed $3,000 and (ii) the commissioner
shall, in his report to the court on the guardian's next accounting, explain the
necessity for the distributions so authorized. The provisions of§ 31-8.1 B shall
not apply to proceedings under this section, but the commissioner shall give
five days' written notice of the scheduled hearing date to any minor who is
fourteen years of age or older. The commissioner shall not charge a fee in
excess of $100 for such hearing. (1999, c. 16.)
§ 31-9. Termination of guardianship. -- Unless the guardian dies, is
removed, or resigns the guardianship, he shall continue in office until the
minor attains the age of majority or, in the case of testamentary guardianship,
until the termination of the period limited therefor. At the expiration of the
guardianship, he shall deliver and pay all the estate and money in his hands,
or with which he is chargeable, to the person entitled to receive the same.
(Code 1919, § 5320; 1930, p. 687; 1972, c. 825; 1973, c. 401; 1999, c. 16.)
§§ 31-10 through 31-13: Repealed by Acts 1999, c. 16.
§ 31-14. Powers of courts over guardians. -- The circuit courts may
hear and determine all matters between guardians and their wards, require
settlements of guardianship accounts, remove any guardian for neglect or
breach of trust, and appoint another in his stead, and make any order for the
custody, health, maintenance, education and support of an infant and the
475
§ 31-14.1 CODE OF VIRGIN/A § 31-14.1
management, disbursement, preservation and investment of his estate. (Code
1919, § 5326; 1999, c. 16.)
Cross references. --As to sale of ward's
~'ealty to promote his interest, see § 8.01-68. As
to jurisdiction of court to remove old guardian
and to appoint new one, see also, §§ 26-3,
26-47.
Jurisdiction of chancery. -- Under this
section, the court of chancery, as representing
the parental and protecting power of the Com-
monwealth, has jurisdiction to determine con-
troversies concerning the guardianship of a.
minor, to make orders for his support, if any
property capable of being so applied be within
the reach of the court, and in extreme cases
even to control the right of a father to the
custody of his child. Buchanan v. Buchanan,
17p Va. 458, 197 S.E. 426 (1938).
§ 31-14.1. Powers of guardian. --A. Whether appointed by a parent, the
court or clerk, a guardian of a minor's estate shall have the following powers
and the powers set forth in § 64.1-57 as of the date the guardian acts which,
subject to the provisions of subsection B, may be exercised without any prior
authorization:
1. To ratify or reject a contract entered into by the minor;
2. To pay any sum distributable for the benefit of the ward by paying the
sum directly to the ward, to the provider of goods and services, to any
individual or facility that is responsible for or has assumed responsibility for
care and custody, or to a ward's custodian under a Uniform Transfers (or Gii~s)
to Minors Act of any applicable jurisdiction;
3. To maintain life, health, casualty and liability insurance for the benefit of
the ward;
4. To manage the estate following the termination of the guardianship until
its delivery to the ward or successors in interest;
5. To execute and deliver all instruments, and to take all other actions that
will serve in the best interests of the ward;
6. To initiate a proceeding to seek a divorce, or to make an augmented estate
election under § 64.1-13; and
7. To borrow money for such periods of time and upon such terms and
conditions as to rates, maturities, renewals and security as the guardian
deems advisable, including the power to borrow from the guardian, if the
guardian is a bank, for any purpose; to mortgage or pledge such portion of the
ward's personal estate, and real estate subject to subsection B, as may be
required to secure such loan or loans; and, as maker or endorser, to renew
existing loans.
B. The court or the commissioner of accounts, if a guardian is appointed
other than by the court, may impose requirements to be satisfied by the
guardian prior to the conveyance of any interest in real estate, including but
not limited to (i) increasing the amount of the guardian's bond, (ii) securing an
appraisal of the real estate or interest, (iii) giving notice to interested parties
as the court or commissioner deems proper, and (iv) consulting by the guardian
with the commissioner of accounts.
1. If the court or commissioner imposes any such requirements, the guard-
ian shall make a report of his compliance with each requirement, to be filed
with the commissioner of accounts. Promptly following receipt of the ,gu.~ard-
ian's report, the commissioner shall file a report with the court stating wneme, r
the requirements imposed have been met and whether the conveyance ~s
otherwise consistent with the guardian's duties. The conveyance shall not be
closed until a report by the commissioner of accounts is filed with the court and
confirmed as provided in §§ 26-33, 26-34 and 26-35.
2. If the commissioner does not impose any such requirements, he shall,
upon request of the guardian of the minor, issue a notarized statement
providing that "The Commissioner of Accounts has declined to impose any
requirements upon the power of (name of guardian), Guardian of (name of
476
§ 31-15 GUARDIAN AND WARD § 31-15
~inor), to convey the following real estate of the minor: (property identifica-
~on)' The conveyance shall not be closed until the guardian has furnished
such a statement to the proposed grantee.
C. Any guardian may at any time irrevocably disclaim the right to exercise
any of the powers conferred by this section by filing a suitable written
disclaimer with the clerk of the court wherein his accounts may be settled.
Such disc~.'~ner shall relate back to the time when the guardian assumed the
guardians p and shall be binding upon any successor guardian. (1999, c. 16.)
§ 31-15. Custody when parents are separated. -- When any husband
and wife live in a state of separation, without being divorced, and have a minor
child of the marriage, any court of record having equity jurisdiction in, or the
juvenile and domestic relations court of, the city or county in which the child
is, or the judge in vacation, may, in the discretion of the court or judge, upon
the petition of the mother or father, award to the petitioner the custody and
control of the child for such time, under such regulations and restrictions, and
with such provisions and directions, as the case requires and as will best
promote the welfare of the child. In such case or in any other case in which the
parents are living apart, whether partially or absolutely divorced or not, the
court or judge or any court of competent jurisdiction, in awarding the custody
of the child to either parent or to some other person, shall give primary
consideration to the welfare of the child, and as between the parents there
shall be no presumption or inference of law in favor of either. The court or judge
in the enforcement of its orders may direct its officer to take possession of the
child or children and dispose of them as it directs. (Code 1919, §§ 5320, 5327;
1930, p. 687; 1944, p. 215; 1983, c. 478.)
Cross references. -- For provision as to
custody of children upon decree of dissolution of
marriage or divorce, see § 20-107.2.
Editor's note. --Acts 1993, c. 929, cl. 3, as
amended by Acts 1994, c. 564, cl. 1, and Acts
1996, c. 616, cl. 3, provided that the repeal of
this section by Acts 1993, c. 929, cl. 2, would
become effective June 1, 1998, "only if state
funds are provided by the General Assembly
sufficient to provide adequate resources, in-
cluding all local costs, for the court to carry out
the purposes of this act and to fulfill its mission
to serve children and families of the Common-
wealth.' The funding was not provided.
Law Review. -- For survey of Virginia law
on domestic relations for the year 1975-76, see
62 Va. L. Rev. 1431 (1976). For survey of Vir-
ginia law on domestic relations for the year
1976-77, see 63 Va. L. Rev. 1418 (1977). For
recent developments with regard to the "tender
years" doctrine in Virginia, see 12 U. Rich. L.
Rev. 593 (1978). For survey of Virginia domestic
relations law for the year 1977-1978, see 64 Va.
L. Rev. 1439 (1978). For comment, "The Uni-
form Child Custody Jurisdiction Act in Vir-
ginia,' see 14 U. Rich. L. Rev. 435 (1979). For an
overview of Virginia Supreme Court decisions
on domestic relations, see 15 U. Rich. L. Rev.
321 (1981). For comment, "Babies Behind Bars:
Should Incarcerated Mothers Be Allowed to
Keep Their Newborns With Them in Prison?,"
see 16 U. Rich. L. Rev. 677 (1982).
Welfare of children is controlling con-
sideration. -- In deciding the difficult ques-
tion of custody of minor children whose parents
are living separate and apart, it is important to
keep in mind that the welfare of the children is
the primary, paramount and controlling consid-
eration. All other matters are secondary. Hall v.
Hall, 210 Va. 668, 173 S.E.2d 865 (1970).
The primary and controlling consideration is
the child's welfare. All other matters are sec-
ondary. Burnside v. Burnside, 216 Va. 691, 222
S.E.2d 529 (1976).
Right of court to award custody is tran-
sitory. -- The right of the court, under this
section, to award to the mother the custody of
minor children, together with such provisions
and directions as to the court may seem neces-
sary, is transitory and shifts with the abode of
the children. The court where they chance to be
living has jurisdiction. White v. White, 181 Va.
162, 24 S.E.2d 448 (1943).
The venue conferred under this section is
transitory and shifts with the abode of the
children. Rochelle v. Rochelle, 225 Va. 387, 302
S.E.2d 59 (1983).
In dealing with children of tender years,
the mother is the natural guardian, and if
she is a fit and proper person, other things
being equal, she should be given the custody.
Burnside v. Burnside, 216 Va. 691, 222 S.E.2d
529 (1976).
Any use of "tender years inference" in
477
To
Date
From the desk of
G~EORGE E. ItOFFER
Subject
IN RE: ANDREW SCOTT GELBURD
· IN THE ORPHAN'S COURT OF
· CUMBERLAND COUNTY, PENNSYLVANIA
'NO. 03-':';~,~g ~
PETITION FOR APPOINTMENT OF A GUARDIAN
FOR THE ESTATE OF A MINOR
1. Petitioners, Jeffrey S. Gelburd and Marcia M. Gelburd, husband and wife,
are the natural parents of Andrew Scott Gelburd and reside at 600 Hilltop Drive, New
Cumberland, Cumberland County, Pennsylvania.
2. Andrew Scott Gelburd was born on October 18, 1990 and resides with his
parents at 600 Hilltop Drive, New Cumberland, Cumberland County, Pennsylvania.
3. Andrew Scott Gelburd is the owner of record of 2,730 shares of stock in
F & M Bank Corp. of Timberville, Virginia.
4. The stock is presently valued at approximately $25 per share, for a total
value of $68,250.
5. Petitioners wish to sell the stock and invest the proceeds locally on
Andrew's behalf to fund Andrew's college education.
6· Under the laws of the Commonwealth of Virginia, this transfer cannot take
place without a court appointed guardian. (See Attachment "A").
7. Andrew Scott Gelburd presently has no guardian other than his natural
parents, the Petitioners herein, with whom he has lived for his entire life.
8. There are no interests of the proposed guardian that are adverse to the
interests of the minor.
WHEREFORE, for all the above reasons, the Petitioners, Jeffrey S. Gelburd and
Marcia M. Gelburd, respectfully request this Court to appoint Jeffrey S. Gelburd
guardian for the estate of Andrew Scott Gelburd.
Respectfully Submitted
TURO LAW OFFICES
Date
(7`17) 24,5-9688
S. C. No. 84'133
Attorney for Plaintiff
LAWRENCE H. HOOVER, IR.
DAVID A. PENROD
JOHN N. CRIST
DALE A. DAVENPORT
ROBERT F. KEEFER
RICHARD A. BAUGH
DILLINA W. STICKLEY
HOOVER, PENROD, DAVENPORT
ATTORNEYS AT LAW
342 SOUTH MAIN STREET
HARRISONBURG, VIRGINIA 22801
February 20, 2003
Mr. Jeff Gelburd
600 Hilltop Drive
New Cumberland, PA 17070
g CRIST
FACSIMILE
540 -433 -3916
TELEPHONE
540 '433- 2444
Dear Mr. Gelburd:
I refer to your phone calls about transferring the shares of stock in F & M Bank
Corp. owned by your son, who is a minor.
In Virginia, the Clerk of the Circuit Court where the minor resides can appoint a
guardian for the estate of a minor and the guardian would have the authority to authorize
the transfer of the shares of stock owned by the minor. I am enclosing copies of the
relevant statutes from the Virginia Code that confers this authority.
The Clerk of your court in New Cumberland may have some comparable statutory
authority. If you or someone in your family can be appointed guardian or legal
representative for your son and send us documentation to that effect, the Bank would be
able to transfer your son's shares.
I apologize for not getting this information to you more promptly.
Very truly yours,
HOOVER, PENROD, DAVENPORT & CRIST
,/~,a_L '6,r_ence/lCI. Fto~ver, Jr.
For the Firm
LHHjr./edm
Enclosures
cc: Sylvia Bowman
Farmers & Merchants Bank
Attachment "A"
§ 31-4
CODE OF VIRGINIA
§ 31-5
CHAPTER 2.
APPOrNTMENT OF GUARDIAN BY COURT OR CLERK.
Sec.
31-4. Jurisdiction of appointments.
31-5. How appointments made.
31-6. Guardians to give bond; surety thereon.
31-6.1. Redetermination of guardian's bond.
Sec.
31-7.
When court may appoint temporary
guardians; bond; powers and du-
ties.
§ 31-4. Jurisdiction of appointments. -- The circuit court or the circuit
court clerk of any county or city in which a minor resides'or in which he has
any estate, if he is an out-of-state resident, may appoint a guardian for the
estate of the minor, and may appoint a guardian for the person of the minor
unless he has a guardian appointed as aforesaid by his father or mother. (Code
1919, § 5316; 1926, p. 588; 1928, pp. 25, 1085; 1930, p. 686; 1938, p. 4; 1942,
p. 205; 1944~ p. 28; 1989, c. 55; 1999, c. 16.)
· C. ross references. -- For constitutional pro-
v~smn as to power of clerks of circuit courts to
appoint guardians, see Va. Const., Art. VI, § 8.
For provisions as to right of appeal from order
of court appointing guardian, see § 8.01-670.
Law Review. -- For article, "Updating Vir-
ginia's Probate Law," see 4 U. Rich. L. Rev. 223
(1970).
Section does not affect power of ehan.
cery court to appoint. -- The chancery courts
in this State have always had the power to
appoint guardians. The power is not taken from
them by this statute. Durrett v. Davis, 65 Va~
(24 Gratt.) 302 (1874).
§ 31-5. How appointments made. -- If the minor is under the age of
fourteen years, the court or clerk may nominate as well as appoint his
guardian; if the minor is above that age he may, in the presence of the court or
clerk, or in writing acknowledged before any officer qualified to take aclmowl-
edgments, nominate his own guardian, who, ff approved by the court or clerk,
shall be appointed accordingly; but if the guardian nominated by the minor is
not appointed or if the minor resides without the Commonwealth or if, after
being summoned by the court or clerk, he does not nominate a person deemed
suitable and competent by the court or clerk, a guardian may be nominated
and appointed in the same manner as if the minor were under the age of
fourteen years. In no case shall any person not related to the infant be
appointed guardian until thirty days have elapsed since the death or disquali-
fication of the natural or testamentary guardians, and the next of kin have had
an opportunity to petition the court for appointment and unless the court or
clerk is satisfied that such person is competent to perform the duties of his
office. (Code 1919, § 5317; 1926, p. 589; 1928, p. 1085; 1946, p. 223; 1954, c.
468; 1999, c. 16.)
Cross references. --As to the appointment
of a nonresident as guardian of a resident
infant, see § 26-59·
Role of guardian. -- Although the Code of
Virginia does not define the term "guardian,"
implicit in the statutes is a recognition that a
guardian is a person who has either the custody
and control of the estate of a minor or the
custody of the person of a minor, or both. In re
O~eil, 18 Va. App. 674, 446 S.E.2d 475 (1994).
Grounds for denial of guardianship
award. -- Where it appears that the parties
are attempting to accomplish some fraud or
abuse of the power of guardianship, the trans-
fer is not in the best interests of the chil&
Additionally, the chancellor, in determining the
best interests of the child, may decline to award .:
guardianship to any person deemed by himt~
be incompetent to discharge the duties oftha~;.
office. In re O'Neil, 18 Va. App. 674, 446 $.E.2d'
475 (1994).
Necessity of notice prior tc
ceeding. -- Reasonable notice to all
parties is required in a proceeding involving a~;
private petition for the transfer ofguardix .am~hi~ '~
of a minor child to protect the rights o! su -~
472
§ 31-6 GUARDIAN AND WARD
parties and to ensure the best interests of the
ch/Id. In re O'Neil, 18 Va. App. 674, 446 S.E.2d
475 (1994)-
Use of best interests analysis in transfer
decision. -- Where the grandparents had legal
custody of the child, the chancellor's consider-
ation of a petition for transfer of guardianship
is limited to a determination of whether the
transfer is in the best interests of the child, and
the chancellor should therefore deny such a
petition only where it appears from the record
that the transfer of guardianship of the person
would be detrimental to the best interests of
the child. In re O'Neil, 18 Va. App. 674, 446
S.E.2d 475 (1994).
Incorrect use of balancing test in trans-
fer analysis. -- Where it is established that
the petition seeking legal guardianship of the
person of a minor child is unopposed by the
chi]frs natural guardian(s) and Occurs subse-
quent to or contemporaneously with a volun-
tary temporary transfer of custody to the pro-
spective legal guardian of the person of the
§ 31-7
child, the chancellor, in determining whether to
grant the petition, applied an incorrect stan-
dard by balancing a potential financial benefit
to the prospective legal guardian of the person
against the best interests of the child. In re
O'Neil, 18 Va. App. 674, 446 S.E.2d 475 (1994).
Insurer may condition coverage on ob-
taining guardianship. __ Because the statu-
tory definition of legal custody in this Common-
wealth includes the power to direct medical
care, legal guardianship of the person was not a
necessary legal status for grandparents who
had such custody to obtain to direct such care
for their granddaughter. However, the status of
legal custodian does not require a non-govern-
mental entity such as their insurance carrier to
recognize their financial responsibility for her
medical care. Therefore, their insurance carrier
could decline to recognize the child as an in-
sured person until the grandparents obtained
the status of legal guardians of the person in
order to comply with their contract. In re
O~Neil, 18 Va. App. 674, 446 S.E.2d 475 (1994).
§ 31-6. Guardians to give bond; surety thereon. -- Before the appoint-
ment of any guardian for the estate of a minor, the person seeking appointment
shall, in the court or before the clerk, take an oath that he will faithfully
perform the duties of his office to the best of his judgment and give his bond in
an mount at least equal to the value of the minor's personal estate coming
under his control.
Every guardian for the estate of a minor shall provide surety upon his bond
unless it is waived pursuant to § 26-4 or, in the case of a testamentary
guardian, the testator's will waives surety; however, the court or Clerk, on its
or his own motion or the motion of another, may at any time, require surety
upon a guardian's bond. Every order appointing a guardian shall state whether
or not surety is required.
When the same guardian qualifies uPon the estate of two or more wards who
are members of the same family, only one qualification and one guardianship
bond shall be required. (Code 1919, § 5318; 1926, p. 589; 1928, p. 1085; 1954,
c. 398; 1995, c. 225; 1999, c. 16.)
Cross references. -- As to when bank or
trust company not required to give security, see
§ 6.1-18. As to allowing guardian to give bond
without surety when estate in his hands is not
more than $5,000, see § 26-4.
Law Review. -- For 1995 survey of wills,
trusts, and estates, see 29 U. Rich. L. Rev. 1175
(1995).
§ 31-6.1. Redetermination of guardian's bond. -- Upon a guardian's
request, the clerk shall redetermine the penalty of the guardian's bond in hght
of any reduction in the current market value of the estate under the guardian's
control, whether such reduction is due to disbursements, distributions, valu-
ation of assets, or disclaimer of fiduciary power, ffsuch reduction is reflected in
an accounting that has been confirmed by the court or an inventory that has
been approved by the commissioner of accounts. This provision shall not apply
to any bond set by the court. (1999, c. 16.)
§ 31-7. When court may appoint temporary guardians; bond; powers
and duties. -- Until a guardian appointed by the court or clerk has given
bond, or while there is no guardian, the court or clerk may, from time to time,
473
8 31-8 CODE OF VIRGINIA 8 31-8.1
appoint a temporary guardian, who shall give bond as aforesaid, and during
the continuance of his guardianship have all the powers and perform all the
duties of a guardian, and be responsible in the same way. (Code 1919, 8 5319;
1999, c. 16.)
CHAPTER 3.
CUSTODY AND CARE Or WARD AND ESTATE.
Sec.
31-8. Custody, care and education of wards;
ward's estate.
31-8.1. Parental duty of support.
31-8.2. Same; limited authority of commis-
sioner of accounts.
31-9. Termination of guardianship.
31-14. Powers of courts over guardians.
31-14.1. Powers of guardian.
Sec.
31-15.
31-16.
Custody when parents are separated.
Access by certain persons to child in
custody of another.
31-17. Notice to be given of application; con-
trol of court over its order.
31-18. Provisions governing such proceed-
ings.
31-18.1. Transition rule.
§ 31-8. Custody, care and education of wards; ward's estate. --
Unless a guardian of the person of a minor is appointed by a parent, the court
or the clerk a ardian ' ' - ·
. , . gu of a minor s estate who m appointed as aforesaid, and
gives bond when it is required, shall have the cUStody of his ward, except as
otherwise provided in 88 31-1, 31-2, and 31-15. The guardian of a minor's
estate shall have the possession, care, and management of the minor's estate,
real and personal, and, aider first taking into account the minor's other sources
of income, support rights and other reasonably available resources of which the
guardian is aware, shall provide for the minor's health, education, mainte-
nance and support from the income of such estate and, if income is not
sufficient, from the corpus thereof. (Code 1919, 8 5320; 1930, p. 686; 1989, c.
535; 1999, c. 16.)
Editor's note. --Acts 1993, c. 929, cl. 3, as
amended by Acts 1994, c. 564, cl. 1, and Acts
1996, c. 616, cl. 3, provided that the amend-
ment to this section by Acts 1993, c. 92,9., cl. 1,
would become effective June 1, 1998, only if
state funds are provided by the General Assem-
bly sufficient to provide adequate resources,
including all local costs, for the court to carry
out the purposes of this act and to fulfill its
mission to serve children and families of the
Commonwealth.~ The funding was not pro-
vided.
Guardian is not personally responsible
for the support and education of his wards
unless he consents to become bound for them.
Barnum v. Frost's Adm'r, 58 Va. (17 Graft.) 398
(1867).
But ward's estate is responsible. --A
guardian placing his ward with a third person
to be supported and educated, though he may
undertake to pay the ward's expenses, does not
thereby relieve the ward's estate, but the per-
son with whom the ward has been placed may
proceed in equity to subject the profits of the
ward's estate to the payment of her expenses.
Barnum v. Frost's Adm'r, 58 Va. (17 Gratt.) 398
(1867).
§ 31-8.1. Parental duty of sup__p, ort. -- A. Notwithstanding the provi-
sions of 8 31-8, a guardian of a minor s estate shall not make any distribution
of income or corpus to or for the benefit of a ward who has a living parent,
whether or not the guardian is such narent, except to the extent that the
distribution is authorized by (i) the deed, will or other instrument under wh/ch
the ,e?a. te is de?i.v?d, or (ii) the court, upon a finding that (a) the parent is
_u~_.am~e co com, p?~e~y fulfill the parental duty of supp~rtin~ the child, (b) the
parent cannot mr some reason be re tared or (c) s
q ' to provide suc~ support,
p.roposed distribution is beyond t~he scope of parental duty of support in ~e
circumstances of a specific case. ~ne existence of a parent-child relations P
474
;§ 31-8.2 GUARDIAN AND WARD § 31-14
shall be determined in accordemce with the provisions of§ 64.1-5.1. The court's
authorization may be contained in the order appointing the guardian or it may
~'~be obtained at any time prior to the disbursement in question; however, in
extenuating circumstances where the interests of equity so require, the court's
authorization may be obtained after the disbursement in question.
B. A guardian who desires to make any distribution specified in subsection
A when neither (i) an existing court order nor (ii) the deed, will or other
instrument under which the estate is derived authorizes it, shall file a petition
in the court wherein his accounts may be settled, naming the ward as a
defendant and setting forth, the reasons why such distribution is appropriate.
The court or clerk shall appoint an attorney-at-law as guardian ad litem to
represent the ward. Proceedings on the petition shall otherwise conform in all
respects to a bill in chancery, except that the evidence may be taken orally and
the petition may be filed in court upon five days' notice to the ward, unless it
is shown that he is under the age of fourteen. No attorney's fees shall be taxed
in the costs, nor shall there be any writ tax upon the petition. The court may
fix reasonable attorney's fees for services in connection with the filing of the
petition, and the court shall fix the guardian ad ]item's fee. Such fees shall be
paid out of the estate unless the court directs that they be paid by the
petitioner. The clerk shall receive a fee of one dollar for all services rendered
thereon, to be paid by the guardian, out of the estate. Any notice required to be
served under this section may be served by any person other than the
guardian. Notwithstanding the preceding provisions of this subsection, if the
court determines that an emergency exists, an order authorizing a distribution
may be entered without the appointment of a guardian ad ]item, with the
making such further provisions in its order for the protection of the wards
estate as it may deem proper in each case. (1999, c. 16.)
§ 31-8.2. Ss,~e; limited authority of commissioner of accounts. -- A
commissioner of accounts for the jurisdiction wherein a guardian qualifies may
authorize the same distributions under the same circumstances as the court
may authorize under § 31-8.1 A, except that (i) the total distributions
authorized in any one year shall not exceed $3,000 and (ii) the commissioner
~ ......~ -,~-~uu~ons so au~nonzea. '~'ne provisions of§ 31-8 1 B shall
not apply to proceedings under t~i~'s ~se?tip9, but the commissioner shall give
five days' written notice of the scneauleei heanng date to any minor who is
fourteen years of age or older. The commissioner shall not charge a fee in
excess of $100 for such hearing. (1999, c. 16.)
§ 31-9. Termination of guardianship. -- Unless the guardian dies, is
re.moved, or resigns the guardianship, he shall continue in office until the
n~nor attains the age of majority or, .in the case of testamentary guardianship,
until the termination of the period limited therefor. At the expiration of the
guardianship, he shall deliver and pay all the estate and money in his hands,
or with which he is chargeable, to the person entitled to receive the same.
(Code 1919, § 5320; 1930, p. 687; 1972, c. 825; 1973, c. 401; 1999, c. 16.)
§§ 31-10 through 31-13: Repealed by Acts 1999, c. 16.
§ 31-14. Powers of courts over guardians. -- The circuit courts may
hear and determine all matters between guardians and their wards, require
settlements of guardianship accounts, remove any guardian for neglect or
breach of trust, and appoint another in his stead, and make any order for the
custody, health, maintenance, education and support of an infant and the
475
§ 31-14.1 CODE OF VIRGINL~ § 31-14.1
management, disbursement, preservation and investment of his estate. (Code
1919, § 5326; 1999, c. 16.)
Cross references. --As to sale of.ward's
?ealty to promote his interest, see § 8.01-68. As
to jurisdiction of court to remove old guardian
and to appoint new one, see also, §§ 26-3,
26-47.
Jurisdiction of chancery. -- Under this
section, the court of chancery, as representing
the parental and protecting power of the Com-
monwealth, has jurisdiction to determine con-
troversies concerning the guardianship of a.
minor, to make orders for his support, if any
property capable of being so applied be within
the reach of the court, and in extreme cases
even to control the right of a father to the
custody of his child. Buchanan v. Buchanan,
17_0. Va. 458, 197 S.E. 426 ~1938).
cA §_ ?1-14,.1.~ Powers,.of gu~ardi .an. ~-A. Whether appointed by a parent, the
uur~ or cmrz, a guarman ota minor s estate shall have the following powers
and the powers set forth in § 64.1-57 as of the date the guardian acts which,
subject to the provisions of subsection B, may be exercised without any prior
authorization:
1. To ratify or reject a contract entered into by the minor;
2. To pay any sum distributable for the benefit of the ward by paying the
sum directly to the ward, to the provider of goods and services, to any
individual or facility that is responsible for or has assumed responsibility for
care and custody, or to a ward's custodian under a Uniform Transfers (or Gifts)
to Minors Act of any applicable jurisdiction;
3. To maintain life, health, casualty and liability insurance for the
the ward; benefit of
4. To manage the estate following the termination of the guardianship anti]
its delivery to the ward or successors in interest;
5. To execute and deliver all instruments, and to take all other actions that
will serve in the best interests of the ward;
6. To initiate a proceeding to seek a divorce, or to make an augmented estate
election under § 64.1-13; and
7. To borrow money for such periods of time and upon such terms and
conditions as to rates, maturities, renewals and security as the guardian
deems advisable, including the power to borrow from the guardian, ff the
guardian is a bank, for any ose: to m
w ' purp . ortgage or pledge such portion of the
ard s personal estate, and real estate subject to subsection B, as may be
required to secure such loan or loans; and, as maker or endorser, to renew
existing loans.
B. The court or the commissioner of accounts, if a guardian is appointed
other than by the court, may impose requirements to be satisfied by the
guardian prior to the conveyance of any interest in real estate, including but
not limited to (i) increasing the mount of the guardian's bond, (ii) securing an
appraisal of the real estate or interest, (iii) giving notice to interested parties
as the court or commissioner deems proper, and (iv) consulting by the guardian
with the commissioner of accounts.
1. If the court or commissioner imposes any such requirements, the guard-
ian shall make a report of his compliance with each requirement, to be filed
with the commissioner of accounts. Promptly following receipt of the guard-
ian's report, the commissioner shall file a report with the court stating whether
the requirements imposed have been met and whether the conveyance is
otherwise consistent with the guardian's duties. The conveyance shall not be
closed until a report by the commissioner of accounts is filed with the court and
confirmed as'provided in §§ 26-33, 26-34 and 26-35.
2. If the commissioner does not impose any such requirements, he shall;
upon request of the guardian of the minor, issue a notarized statement
pro~ding that "The Commissioner of Accounts has declined to impose any
reqmrements upon the power of (name of guardian), Guardian of (name
476
~ 31-15 GUARDIAN AND WA_RD
,. § 31-15
[':~ic.~i~. , ..... s -~,,, estate of the minor: (property identifica-
: ~ minor), to convey the follo~ .....
~i~*~: tion). The conveyance shall not be closed until the guardian has furnished
such a statement to the proposed grantee.
: ~ ;! C. Any guardian may at any time irrevocably disclaim the right to exercise
i! ethre powers conferred by this section by filin~ a ,' ·
disclaime with the clerk of the court ---~ ........ . s-~table written
Such dis anner shall relate back t- +~-~ -~ ..... z.may be settled.
u ,,,= ~me wnen me guaralan assumed the
.'i guardianship and shall be binding upon any successor guardian. (1999, c. 16.)
: § 31-15. Custody when parents are separated
~.~ and wife live in a state ofseo-~;~ u~ .... ~. · .When any husband
- .... ~, ...~uuu~ oelng cUvorced, and have a minor
?~!:::: child of the marriage, any court of record having equity jurisdiction in, or the
· d juvenile and domestic relations court of, the city or county in which the child
is, or the judge in vacation, may, in the discretion of the court or judge, upon
~ ;,~the petition of the mother or father, award to the petitioner the custody and
~. control of the child for such time, under such regulations and restrictions, and
~?~,,with such provisions and directions, as the case requires and as will best
promote the welfare of the child. In such case or in any other case in which the
parents are living apart, whether partially or absolutely divorced or not, the
court or judge or any court of competent jurisdiction, in awarding the custody
of the child to either parent or to some other person, shall give primary
~:~ consideration to the welfare of the child, and as between the parents there
· .sh,~ll be n,o presumph.o..n or inference of.law ~.n favor ofe~ther. The court or judge
· m me eraorcement of ~ts orders may direct ~ts officer to take possession of the
child or children and dispose of them as it directs. (Code 1919, §§ 5320, 5327;
1930, p. 687; 1944, p. 215; 1983, c. 478.)
Cross references. ~ For provision as to Welfare of children is eontrolllng eon-
custody of children upon decree of dissolution of sideration. __ In deciding the difficult ques-
marriage or divorce, see § 20-107.2. tion of custody of minor children whose parents
Editor's note. ~ Acts 1993, c. 929, cl. 3, as are living separate and apart, it is important to
amended by Acts 1994, c. 564, cl. 1, a~d Acts keep in mind that the welfare of the children is
1996, c. 616, cl. 3, provided that ~he repeal of the primary, paramount and controlling consid-
this section by Acts 1993, c. 929, cl. 2, would eration. Ail other matters are secondary. Hall v.
become effective June 1, 1998, "only ff state Hall, 210 Va. 668, 173 S.E.2d 865 (1970).
funds are provided by the General Assembly The primary and controlling consideration is
sufficient to provide adequate resources, in. the child's weffare. All other matters are sec-
eluding all local costs, for the court to carry out ondary. Burnside v. Burnside, 216 Va. 691, 222
the purposes of this act and to fulfill its mission S.E.2d 529 (1976).
to serve children and families of the Common- Right of court to award custody is trau-
wealth.~ The funding was not provided.
Law Review. ~ For survey of V-rrginia law sitory. ~ The right of the court, under this
section, to award to the mother the custody of
on domestic relations for the year 1975-76, see minor children, together with such provisions
62 Va. L. Rev. 1431 (1976). For survey of ~r~r- and directions as to the court may seem neces-
ginia law on domestic relations for the year sary, is transitory and shh% with the abode of
1976-77, see 63 Va. L. Rev. 1418 (1977). For the children. The court where they chance to be
recent developments with regard to the ~tender living has jurisdiction. White v. White, 181 Va.
years" doctrine in V'rrginia, see 12 U. Rich. L. 162, 24 S.E.2d 448 (1943)
Rev. 593 (1978). For surveyof~n-ginia domestic The venue conferred under this section is
relations law for the year 1977-1978, see 64 Va. transitory and shifts with the abode of the
L. Rev. 1439 (1978). For comment, ~rhe Uni- children. Rochelle v. Rochelle, 225 Va. 387, 302
form Child Custody Jurisdiction Act in Vir- S.E.2d 59 (1983).
gun , see 14 U. Rich. L. Rev. 435 (1979). For an In dealing with children of tender years,
overview of ~r~rginia Supreme Court decisions the mother is the natural guardian~ and if
on domestic relations, see 15 U. Rich. L. Rev. she is a fit and proper person, other things
321 (1981). For comment, "Babies Behind Bars: being equal, she should be given the custody.
Should Incarcerated Mothers Be Allowed to Burnside v. Burnside, 216 Va. 691, 222 S.E.2d
Keep Their Newborns With Them in Prison?," 529 (1976).
see 16 U. Rich. L. Rev. 677 (1982). Any use of ~tender years inference" in
477
VERIFICATION
We verify that the statements made in the foregoing Petition are true and correct.
We understand that false statements herein are made subject to the penalties of 18
Pa.C.S. § 4904 relating to unsworn falsification to authorities.
Date
_~r'ey S~elburd
Marcia M. Gelburd