HomeMy WebLinkAbout04-0667 : IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: Estate ofElena M. Caruso :
: ORPHAN'S COURT DIVISION
: NOo2j Oq- :
:
PETITION FOR DISBURSEMENT OF ANNUITY BENEFYI~~
AND NOW, this .day of ,2004 comes Kathryn ~so through
her counsel, Reagcr & Adler, P.C., and petitions this Court to authorize the release of annuity
benefits to their minor child, Elena M. Caruso pursuant to section 20 Pa.C.S.A. Section 5101(3)
as follows:
1. Kathryn Caruso is the natural parent of the minor child, Elena M. Caruso.
2. Kathryn Caruso is divorced and resides at 29 Devonshire Square, Mechanicsburg,
Pennsylvania 17050 with the minor child, Elena M. Caruso.
3. Elena M. Caruso was bom August 12, 1998.
4. Elena M. Caruso is the annuitant under a The Baltimore Life Companies annuity
bearing the policy number 01052027645.
5. Said annuity was purchased by Elena M. Caruso's late grandfather, Lewis J.
Opalisky who died December 19, 2003.
6. The Estate of Lewis J. Opalisky is probated in Clearfield County at file number
1704-0121.
7. The death benefit under said annuity is $5,494.57.
8. The minor child's entire estate is less than $25,000.
9. Pursuant to 20 Pa.C.S.A. Section 5101, if the value of the minor's estate is $25,000
or less, the Court having jurisdiction of the minor's estate, may authorize disbursement directly
to the minor, or to the parents or other person maintaining the minor, without the appointment of
a guardian or the entry of security.
10. Without such authority, Baltimore Life Companies cannot disburse the death
benefit under the annuity to the parents of the minor.
WHEREFORE, Petitioner requests this Honorable Court to enter an Order directing
Baltimore Life Companies to release the proceeds of the annuity to the natural parent of Elena M.
Caruso.
Respectfully submitted,
REAGER & ADLER, P.C.
David W. Reager, Esquire
Attomey I.D. Number 20868
2331 Market Street
Camp Hill, PA 17011
Date:
IN RE: Estate ofElena M. Caruso
2004
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. ~.1 -
AND NOW, this day of ,2004, upon review of
ire
the attached petition, Baltimore Life Companies is ]~by ORDERED to disburse the proceeds of
the proceeds of Policy Number 01052027645 to the natural parents of Elena M. Caruso.
No appointment of a guardian or posting of security is required.
BY THE COURT