HomeMy WebLinkAbout03-03-10a •
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVA
ORPHANS' COURT DIVISION NIA
No. _ ~cl ~ of z~ lU
IN RE: IRREVOCABLE SPECIAL NEEDS TRUST FOR THE BENEFIT OF
JOHN WILLIAM KOELSCH, A MINOR
DECREE
Now, this Z ~' ~ ~
day of 6ti r , ?~AA9; in consideration of the
annexed Petition For Approval of Trust and Expenditure of Principal, it is hereb ORDER
Y ED
and DECREED that the Court:
A• Approves the John William Koelsch Special Needs Trust, under which Univest
National Bank and Trust Co. is appointed Trustee.
B• Approves the payment from principal of the counsel fee and costs to Timon
ey
Knox, LLP in the amount of $4,653.25 together with such other time ex ended
p and costs
incurred directly related to this Petition and any hearings.
C• Approves payment from principal of up to $12,000.00 for the urchase o
P fan
irrevocable burial reserve.
D• Approves the allocation of the trustee commissions to be paid to Univest Nati
onal
Bank and Trust Co., 70% to principal and 30% to income commencin u on recei
g p pt of funds in
the trust.
'dd ,.~~ ~,~' l~i~~`~ ~~ BY THE COURT
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271084 lk(~~ t ~ !x"' ~ r ~"~ t 11~~ ,,' _. ~ .
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ORPHANS' COURT DIVISION
In Re: JOHN WILLIAM KOELSCH ~ COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
N0.21-10-0194
CERTIFICATE OF SERVICE OF ORDER
ORDER DATE: 03-02-10
JUDGE'S INITIALS: JWO
TIME STAMP DATE: 03/03/10
IN RE: DECREE
SERVICE TO: TIMOTHY KNOX LLP UNIVEST NATIONAL BANK AND TRUST CO
JOHN F KOELSCH LISA B DEES ASST COUNSEL COMM OF PA
METHOD OF MAILING: ENVELOPES PROVIDED BY:
® USPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED: 03-04-10
® PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
SERVICE TO:
METHOD OF MAILING:
^ USPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED:
ENVELOPES PROVIDED BY:
^ PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
,,
Deputy
Clerk o Orphans' Court