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HomeMy WebLinkAbout06-14-11IN THE COURT OF COMMON PLEAS, ORPHAN'S COURT DIVISION, CUMBERLAND, PENNSYLVANIA IN RE: JOHN STANLEY PAUKOVITS (a minor child) :NO: 21-2011-0318 :GUARDIANSHIP „U a c x V~ AMENDED PETITION FOR CO-GUARDIANSHIP/ ~ APPOINTMENT OF CO-CONSERVATORS ~' cs, AND NOW come Katie Paukovits, Keith Paukovits and Aimee Paukovits, by and through counsel, Lawrence J. Rosen. Esquire, and offers the following averments in support of their Petition for Co-Guardianship/Appointment of Conservator of the minor child, John Stanley Paukovits: Petitioners, Katie Paukovits and Keith Paukovits who reside at 906 Acri Road, Mechanicsburg, Cumberland County, Pennsylvania and Aimee Paukovits, who resides at 213 C Enola Street, Enola, Cumberland County, Pennsylvania are seeking to be named co-guardians/conservators of the person and estate of the minor child, John Stanley Paukovits (DOB 01/15/2005) Z. Petitioners, Katie and Keith Paukovits are the parents of the minor child. Petitioner. Aimee L. Paukovits is the paternal aunt of the minor child. 3. The minor child resides with Petitioners, Katie and Keith Paukovits, at 906 Acri Road. Mechanicsburg, Cumberland County. Pennsylvania. 4. The parents of the minor child are Katie Paukovits and Keith Paukovits who reside at 906 Acri Road, Mechanicsburg, Cumberland County, Pennsylvania. They agree that it is in the best interests of the minor child that the subject Petition be granted and that they act as co-guardians/conservators of the person and estate of the minor child with Aimee L. Paukovits. (See Exhibit A) cn n--; ,~~~--, ___~ ~_, i' _ k -'i I ~.. ~-, ~_ nn ~:~ ~" '^ .'..: ; 5. The appointment of a co-guardian/conservator for the minor child is necessary as the deceased grandfather of the minor child left a sum of monies through an annuity naming the minor child as beneficiary. The subject company is requiring a Court Order naming his guardian/conservator of the estate of the minor child before it will release the funds due and owing to the minor child. (See Exhibit B) 6. There has never been an appointed guardian/conservator for the person or estate of the minor child prior to this Petition. 7. Petitioners do not have any interest which may be described as adverse to the minor child. 8. Petitioners and the minor child are of the same religious background. 9. Petitioners have executed consents agreeing (as parents of the minor child and as paternal aunt of the minor child) to this action and to act as co- guardians/conservator of the estate and person of the minor child. (See Exhibit C) WE [EREFORE, Petitioners ask that Your Honorable Court grant the instant Petition and name Katie Paukovits, Keith Paukovits and Aimee Paukovits as co-guardians/conservators of the person and estate of the minor child, .lohn Stanley Paukovits. Respectfully submitted: KREVSKY ~ ROSF,N, P.C. Lawrence J. Rosen, Esquire 1101 North Front Street Harrisburg. PA 17102 lU# 10625 (717)234-4583 IN THE COURT OF COMMON PLEAS, ORPHAN'S COURT DIVISION, CUMBERLAND COUNTY, PENNSYLVANIA IN RE:.IOHN STANLEY PAUKOVITS (a minor child) : NO: 21-201 I-0318 GUARDIANSHIP CONSENT We. Katie Paukovits and Keith Paukovits , do hereby assert that we are the natural parents of the minor child.. and I, Aimee Paukovits, do hereby assert that I am the paternal aunt of the minor child. John Stanley Paukovits (DOB 1/15/05). By our signatures affixed hereto, it is our intention to consent to our being named as co-guardians/conservators of the person and the estate of John Stanley Paukovits. Our consent is given freely and with full understanding of the legal implications attendant thereto. We believe that it is in the best interests of John Stanley Paukovits that we he named as his co-guardians/executors and ask that Your Honorable Court grant the subject Petition. SIGNED: DATED: P ~~ SIdN~II Katie Paukovits Keith aukovits I nnewits IN THE COURT OF COMMON PLEAS, ORPHAN'S COURT DIVISION, CUMBERLAND COUNTY, PENNSYLVANIA IN RE:.IOHN STANLEY PAUKOVI"I S (a minor child) :NO: 21-201 1-0318 :GUARDIANSHIP CONSENT We, Katie Paukovits, Keith Paukovits and Aimee Paukovits do hereby agree and consent to become co-guardians/conservators of the person and estate of John Stanley Paukovits. We are executing this consent voluntarily and with full knowledge of the legal implications attendant hereto. We assure the Court that we will make all efforts to provide John Stanley Paukovits, with the love, stability and nurturing that he requires to mature into a responsible and productive adult and to protect and manage his assets in his best interests. SIGNED: DATED: -Ll~~ I C~o~ ~tlt.r,+s.a..~ S Z y~l.f~_ Katie Paukovits - ~~- ~2~ l( - ~- Keith Paukovits Aimee Paukovits WESTERN J NATIONAL March 14, 2011 Life Insurance C o m p a n y P.O. Box 871 Amarillo, Texas 79105-0871 1.800.424.4990 KATIE A PAUKOVITS FBO: JOHN STANLEY PAUKOVITS 906 ACRI RD MECHANICSBURG PA 17050 RE: Deceased: Stanley Chimock Contract #: VP224988 Beneficiary: John Stanley Paukovits Deaz Mrs Paukovits: We have received the request to defer receipt of the claims proceeds up to the fifth anniversary of the death of Stanley Chimock or the eighteenth birthday of the minor beneficiary, John Stanley Paukovits. The funds must be withdrawn no later than 06/02/2015. The proceeds will continue to earn interest as provided in the original contract. Please keep this letter with your records for future reference. When a beneficiary chooses the Open Claim Option, which defers payout up to five years, the following conditions apply: 1. The contract remains in the deceased's name. You may not withdraw any of the proceeds until John Stanley Paukovits obtains the age of majority (18) and completes the required forms or until we aze provided with a court document listing the legal guazdian for the minor beneficiary along with the required forms. 2. Please be advised that once John Stanley Paukovits obtains age eighteen, he will be required to complete an Annuity Claimant Statement to claim the proceeds. We will establish an American General Annuity Bridge Account if the amount payable is $10,000 or more. Please see the enclosed brochure. 3. Internal Revenue Service requires that the beneficiary must take receipt of the proceeds within five years of the death of the Owner. 4. In the event of death of the beneficiary prior to payout the remaining claims proceeds will be payable to beneficiary's estate. It is very important that you advise American General Annuity of any change in address. This will allow us to keep in touch with you, notify you yearly of policy value and advise you of any interest rate changes that would affect the policy. If you should have any questions, please call 1-800-424-4990, and speak with a customer service representative. Sincerely, ~~ 1 Patrick Bailey, Annuity laims Examiner Annuity Claims Department Enclosures