HomeMy WebLinkAbout03-0432IN RE:
KLC., Minor Child
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans' Court Division
Case No.
PETITION FOR THE APPOINTMENT OF A GUARDIAN OF THE ESTATE
OF A MINOR UNDER THE AGE OF 14 YEARS IN ACCORDANCE WITH
20 PA. C.S.A. §5111 AND FOR THE INVESTMENT OF A PORTION
OF THE FUNDS INTO A SECTION 529 COLLEGE SAVINGS ACCOUNT
TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
Petitioner, Linda L. Cunningham ("Petitioner"), is the mother of Kristen Leigh
Cunningham, a minor, who was born on September 19, 1994, and resides at
170 Ridge Drive, Carlisle, Cumberland County, Pennsylvania, with the
Petitioner.
2. Kevin R. Cunningham, the minor's father, died on February 3, 2003.
A guardian of the minor's estate is necessary because the minor is named as
a 50% beneficiary of the proceeds of an insurance policy maintained on the
life of Kevin R. Cunningham, said interest being in the face amount of One
Hundred Twenty-Five Thousand Dollars ($125,000.00).
The proposed co-guardians of the minor's estate are Petitioner, the minor's
mother, who resides at 170 Ridge Drive, Carlisle, Cumberland County,
Pennsylvania, and Robin L. Cunningham, the minor's paternal aunt, who is 46
years of age and resides at 120 Meadowbrook Drive, NoAh Plainfield, New
Jersey, the minor's closest living relative other than Petitioner. The proposed
co-guardians have no interest adverse to the minor. The Consent of the
proposed co-guardian is attached hereto as Exhibit "A".
The minor's estate is composed of the minor's interest in the above-
mentioned insurance policy, the proceeds from which are currently being held
by the Office of Servicemembers' Group Life Insurance (OSGLI) pending the
appointment of a guardian for the minor's estate.
The estimated gross annual income from the proceeds of the insurance policy
is $6,250.00.
o
10.
Petitioner, as natural parent for the minor, has retained Robert Hervey of the
firm of Weiken and Associates, Camp Hill, Pennsylvania, as financial
consultant for the minor's estate.
After consulting with the financial advisor, it has been determined that the
placement of a portion of the insurance proceeds in a college plan pursuant to
Section 529 of the IRS Code, to be held in the name of a trust established in
the name of and for the sole benefit of the minor, is in the best interest of the
minor.
Initially, Petitioner plans to invest up to Fifty Thousand Dollars ($50,000.00) in
a Section 529 College Plan.
Petitioner requests that the posting of security under 20 Pa. C.S.A. §5103 and
5122 be waived.
WHEREFORE, Petitioner respectfully requests that this Court appoint
Petitioner, Linda L. Cunningham, and Robin L. Cunningham as co-guardians of the
Estate of Kristen Leigh Cunningham, a minor, and to authorize them to invest, initially,
up to $50,000.00 of the proceeds of the life insurance policy payable to the minor in a
Section 529 College Plan in the name of and for the sole benefit of the minor, in lieu of
entry of security in accordance with 20 Pa. C.S.A. §§5103 and 5122.
Dated: May 22 ,2003
F:\dbw\Estates\Petition for Guardian of Minor's Assetss.doc
Respectfully submitted,
David R. Getz, Esquire/
Attorney ID No. 34838
WIX, WENGER & WEIDNER
508 North Second Street
P.O. Box 845
Harrisburg, PA 17108-0845
(717) 234-4182
CONSENT OF CO-GUARDIAN
I, Robin L. Cunningham, accept notice of the foregoing Petition for the
Appointment of a Guardian of the Estate of Kristen Leigh Cunningham, a minor, and
consent thereto.
I further state:
That I am a citizen of the United States and am able to speak, read,
and write the English language; and
(2)
That I am not the fiduciary or officer or employee of a corporate
fiduciary of an estate in which the minor has an interest, nor am I the
surety or an officer or an employee of the corporate surety of such a
fiduciary; and
(3)
I have no interest adverse to the minor.
.,Robin L. Cunningham
COUNTY OF
On the /'/-/day of ,/'~c~, , 2003, before me, a Notary Public,
personally appeared Robin L. Ounningha~, known to me (or satisfactorily proven) to be
the person whose name is subscribed to the within instrument, and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
No;[-ary Publi~--/ ~ -
My Oommis~'(Expires:
(SEAL) I Notaria Seal
! Whitney A Willier, Notary Public
I Camp Hill Boro Cumberland County
I My Commission Expires June 20, 2006
EXHIBIT "A"
VERIFICATION
I, Linda L. Cunningham, Petitioner, have read the foregoing document
and hereby affirm and verify that it is true and correct to the best of my personal
knowledge, information and belief. I verify that all of the statements made in the
foregoing are true and correct and that false statements made therein may subject
me to the penalties of 18 Pa. C.S.A. §4904, relating to unsworn falsification to
authorities.
Linda L. Cunningham j' -
Dated:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans' Court Division
IN RE:
KLC, Minor Child
CASE NO.
PETITION FOR THE APPOINTMENT OF A
GUARDIAN OF THE ESTATE OF A MINOR
UNDER THE AGE OF 14 YEARS IN
ACCORDANCE WITH 20 Pa. C.S.A. 5111
AND FOR THE INVESTMENT OF A PORTION
OF THE FUNDS INTO A SECTION
COLLEGE SAVINGS PLAN
WIX, WENGER g WEIDNER
ATTORNEYS AT LAW
.508 NORTH SECOND STREET
POST OFFICE BOX 84.5
HARRISBURG, PENNSYLV,~.NIA 17108-08~5
(717) 234-4182
TELECOPIER. (7171 234-4224
IN RE:
KLC., Minor Child
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans' Court Division
ORDER
AND NOW, this ,~day of ~~, 2003, upon consideration of the
Petition for the Appointment of a Guardian of the Estate of a Minor Under the Age of 14
years in accordance with 20 Pa. C.S.A. §5111 and for the Investment of a portion of the
funds into a Section 529 College Savings Account, it is hereby ORDERED and
DECREED that:
Linda L. Cunningham and Robin L. Cunningham are hereby appointed as
co-guardians of the Estate of Kristen L. Cunningham, a minor.
In lieu of the posting of security, the co-guardians are authorized and
directed to invest, initially, up to Fifty Thousand Dollars ($50,000.00) of the
minor's funds into a Section 529 College Savings Plan established for the
sole benefit of the minor. No withdrawals can be made from said account
until the minor attains majority, except as authorized by a prior order of
this Court.
The guardian is directed to file an inventory within ninety (90) days of the
date of this Order, in accordance with the provisions of 20 Pa. C.S.A.
§5142.
No additional assets are to be received by the guardian without further
Order of this Court.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans' Court Division
IN RE: :
:
ESTATE OF KLC, Minor Child
CASE NO. 21-03-0432
INVENTORY
AND NOW COME Linda J. Cunningham and Robin L. Cunningham, the duly
appointed co-guardians of the Estate of Kristen L. Cunningham, a minor child, and file
the following Inventory pursuant to 20 Pa. C.S.A. §5142:
Insurance Proceeds payable to the minor from the
Office of Servicemembers' Group Life Insurance
$126,080.27
Pursuant to this Court's Order dated May 30, 2003, the Co-Guardians have
placed $50,000.00 of said insurance proceeds into a Section 529 College Savings Plan
established for the sole benefit of the minor. A copy of the statement from American
Funds evidencing the establishment and funding of the Section 529 College Savings
Plan is attached hereto. A copy of the statement from American Funds evidencing the
receipt and deposit of the remainder of the funds ($76,080.27) in a guardianship
account is also attached hereto.
Respectfully submitted,
Linda J. Cunningham, Co-Guardian'
Dated: August(~, 2003
F:\dbw\Estates\Minor Estate - Inventory of Guardian.doc
By: SI~t~ PAGE ATTA~
Robin L. Cunningham, Co-Guardian
_.FROM : MOUNTZ JEWELERS, CAMP HILL PHDNE NO. ~: Aug. 26 2003 Oi:iOPM PJ
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
Orphans' Coud Division
IN RE:
ESTATE OF KLC, Minor Child
CASE NO. 21-03-0432
INVENTORY
AND NOW COME Linda J. Cunningham and Robin L. Cunningham, the duly
appointed co-guardians of the Estate of Kristen L. Cunningham, a minor child, and file
the following Inventory pursuant tO 20 Pa. C.S.A. §5142:
Insurance Proceeds payable to the minor from the
Office of Servicemembers' Group Life Insurance
$126,080.27
Pursuant to this Court's Order dated May 30, 2003, the Co-Guardians have
placed $50,000.00 of said insurance proceeds into a Section 529 College Savings Plan
established for the sole benefit of the minor. A copy of the statement from American
Funds evidencing the establishment and funding of the Section 529 College Savings
Plan is attached hereto. A copy of the statement from American Funds evidencing the
receipt and deposit of the remainder of the funds ($76,080.27) in a guardianship
account is also attached hereto.
Respectfully submitted,
o/
Dated: August e'w_), 2003
F:~lbw\Estate$\Minor Estate - Inventory of Guardian.doc
SIGNATURE PACE ATTACm~
By:
LT~J. Cunningham, Co-Guardian
R~bin'C. Cunningham, Cb-~'uardian
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF ~
SS.
On the,~ ay of August, 2003, before me, a Notary Public, personally appeared
Linda L. Cunningham, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that she executed the
same for the purpose therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
My Commis 'o~xpires:
[ Notadal Seal
[ Whitney A. WIIIier, Notary Public
[ Camp Hil/Boro, Cumberland County
[ My Commission Expires June 20, 2006
STATE OF
cou,T, o, 2
SS.
On the~_~..~day of August, 2003, before me, a Notary Public, personally appeared
Robin L. Cunningham, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that she executed the
same for the purpose therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and notarial seal.
NOTARY PAGE ATTACN~
Notary Public
My Commission Expires:
FROM ' MOUNTZ JEWELERS, CAMP HILL PHOHE NO. : Aug. 26 2005 Oi:llPM P4
COMMONWEALTH OF PENNSYLVANIA
SS.
COLiN-I'¥ OF DAUPHIN
On the~_~ day of August, 2003, before me, a Notary Public, personally appeared
Linda L. Cunningham, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that she executed the
same for the purpose therein contained.
IN WITNESS WHEREOF, I hereunto set my hand and notadal seal.
NOTARY PAGE ATTACi:IED
Notary Public
My Commission Expires:
STATE OF '~/~u~'~ "~' ~ :~ ¢ 7 '
' SS.
COUNTY OF '
On the~¢day of August, 2003, before me, a Notary Public, personally appeared
Robin L. Cunnin--gham, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument, and acknowledged that she executed the
same for the purpose therein contained.
IN WITNESS WHEREOF. I hereunto set my hand and notarial seat.
Notary Public
My Commission Expires:
NANCy VIERNO
American FundsTM
CollegeAmericaTM
New Account Application
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Existing
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Transfer or
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Account with
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The minimum
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Sl,O00 for The
Cash
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Trust of America.
A one-time $I0
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CollegeAmericaTM
New Account Application
The minimum initial purchase is $250 per fund unless otherwise indicated. If no fund is indicated, investments
will be made into The Cash Management Trust of America Class 529-A shares.
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[] I have requeste~t a direct transfer or rollover from another education savings program.
: American Funds
U.S. growth funds OR
AMCAP Fund® ................................... $ %
The Growth Fund of America® ......................... $ %
The New Economy Fund® ............................ $ %
International growth funds
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New Perspective Fund® ............................. $ %
New World Fund'" . ................................ $ %
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Total .......................................... $ 100 %
· Class 529-B and Class 529-C of The Cash Management Trust of America are not available for direct investments;
see prospectus for details.
American Funds
C011egeAmerica
New Account Application
10
¸11
Reducing
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sales charge
breakpoints.
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Complete this
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Rights of Accumulation (cumulative discount)
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shares of more than one fund in American Funds,
which may entitle me to a reduced sales charge.
The Social Security numbers on those accounts are:
Statement of Intention (SOl)
[] I plan to invest over a 13-month period in one or
more American Fu~nds accounts. The aggregate
amount will be at least:
[] $25,000 [] $50,000 [] $100,000 ~ $250,000
[] $500,000 [] $750,000 [] $1,000,000
If I do not invest the intended amount within
13 months, the sales charge will be adjusted.
[] I am already investing under an existing Statement
of Intention.
Investments in Class A, 529-A, B, 529-B, C, and 529-C shares and American Legacy® variable annuities
apply toward the completion of a Class 529-A share SOl; however, purchases in The Cash Management Trust
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12 No
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or
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Please draft:
[] monthly OR
[] Jan [] Feb []
[] during these months (check all that apply):
Mar [] Apr [] May [] Jun [] Jul [] Aug []
Sep [] Oct [] Nov [] Dec
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C. [] Effective immediately OR [] Begin in the month of
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Optional.
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See Section i6.
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Sell Both All holdings OR
Fund
(Attach a separate sheet if necessary.)
YOU may purchase or sell (redeem) shares 24 hours a day by calling American FundsLine® at 800/325-3590 or
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account without responsibility for its accuracy.
· I understand that amounts invested through this option may not be redeemed for 10 business days.
· I understand I may not redeem through this option for '10 business days following the establishment of new
bank account instructions on the Account.
· I understand that this authorization may be terminated by me at any time by telephone or written notification
to AFS. The termination request will be effective as soon as AFS has had reasonable time to act upon it.
4 Signature
of
College-
America
Account
Owner
I hereby establish a CollegeAmerica Account with the Virginia College Savings Plan through American Funds and:
(1) acknowledge that I have received, read'and agree to the terms set forth in the CollegeAmerica Program
Description, the prospectus(es) of the fund(s) selected in Section 9 and this application, as these documents may
be modified from time to time;
(2) authorize the instructions set forth in this application;
(3) consent to the $10 setup fee specified in Section 9 and the annual Account maintenance fee (currently $10)
specified in the Program Description;
(4) agree to the conditions of the electronic exchange authorization unless I have checked the boxes in Section 12,
and agree to electronic purchasing and selling authorizations if I have checked the boxes in Section 13;
(5) understand that amounts invested electronically may not be redeemed for 10 business days;
(6) agree to hold harmless and indemnify the Virginia College Savings Plan; American Funds Service Company, any of
its affiliates or mutual funds managed by such affiliates; and each of their respective directors, trustees, officers,
employees and agents from any losses, expenses, costs, or liability(including attorney fees) that may be incurred
in connection with these application instructions or the exercise of the telephone and website purchase, exchange
and/or redemption privileges;
(7) understand that if American Funds Service Company does not employ reasonable procedures to confirm that the
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due to unauthorized or fraudulent instructions;.
(8) agree to hold harmless and indemnify the Virginia College Savings Plan; American Funds Service Company, any of
its affiliates or mutual funds managed by such affiliates; and each of their respective directors, trustees, officers,
employees and agents from any losses, expenses, costs, or liability (including attorney fees) that may be incurred
in connection with the establishment of an Account with a minor Account Owner, to the extent applicable;
(9) authorize the registered representative assigned to my Account to have access to my Account and to act on my
behalf with respect to my Account; and
(10/} certify that I, the Beneficiary designated in Section3 and the Suc.ces. Aor Owner designated in Section 4 are either
,//AJ.S~. citgzens t~regal re~ide~fts, r"'"~//" ! /'/'/ / -- -- - ' 5
15
American Fundd
CollegeAmericaS
New Account Application
Please tape:
[] Unsigned, voided check for checking account
OR
[] Deposit slip for savings account
6 Signature
guarantee
1. If you are establishing an automatic investment plan (Section 11) or electronic purchases (Section 13), and
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must be guaranteed.
2. If you are establishing electronic redemptions (Section 13) and none of the names on the CollegeAmerica
Account is listed on the bank account, the signature in Section 14 must be guaranteed.
X X
Bank account owner's signature Bank account owner's signature
The above signature(s) must be guaranteed by a bank, savings association, credit union, a member firm of a
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institution. A notary public is not an acceptable guarantor. The guarantee must be in the form of a stamp or
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GUARANTOR:
Affix signature guarantee stamp here
GUARANTOR:
Affix signature guarantee stamp here
7 Service
centers
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Western Service Center.)
WESTERN SERVICE CENTER
American Funds Service Company
RO. Box 25029
Santa Aha, CA 92799-5029
WEST CENTRAL SERVICE CENTER
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RO, Box 659419
San Antonio, TX 78265-9419
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RO. Box 6273
indianapolis, IN 46206-6273
Call toll-free from anywhere in the united States, 8 a.m. to 8 p.m. Eastern time, 800/421-0180.
Visit our website at americanfunds.com.
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RO. Box 2713
Norfolk, VA 23501-2713
The Capital Group Companies
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Capital Bank and Trust
Capital International Capital Guardian
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FEDERAL RESER\IP BOAF4D C)F GOvIERf'tOaS REG. CC
American Funds
PO Box 2713
Norfolk VA 23501-2713
MML INVESTORS SERVICES, INC.
C/O W SHORE OFFICE CTR
214 SENATE AVE STE 303
CAMP HILL PA 17011-2336
Dealer copy of
New Account
Confirmation
July 28, 2003
Shareholder
VCS P/COLLEGEAMER I CA
LINDA L CUNNINGHAM GDN
KRISTEN L CUNNINGHAM OWNER
FBO KRISTEN L CUNNINGHAM
170 RIDGE DR
CARLISLE PA 17013-9711
Rep name HERVEY
Rep number 122971
Dealer/branch number 255/037
Welcome to the American Funds family!
We are delighted to have you as a new investor. Please carefully review
this statement to make sure your account is set up correctly. If you did
not receive a prospectus from your financial adviser, please contact your
financial adviser, download one from our website or call us. For account
changes, please notify your financial adviser or call us at 800/421-0180.
Answers atyourfingertips. The enclosed Welcome brochure will
answer many of your questions about investing with us. We invite you
to read it over and keep it for future reference.
For more account information
· Personal assistance - 8 a.m. to 8 p.m. Eastern time M-F
For any questions or concerns about your account,
please call Shareholder Services 800/421-0180, ext. 529
· Sales and marketing information
American Funds Dealer Services 800/421-9900, ext. 4
· Automated information and services
American FundsLine ® 800/325-3590
Website - americanfunds.com
Transactions Dealer compensation on this transaction $250.00
Shares this
Trade date Description Dollar amount Share price transaction Share balance
07/>'8/03 Contribution f $12,500.00 $22.64 552. 120 552. 120
A bout your purchase
Account information
Fu nd information Personal information
Fund
Fund number
Account number
Share class
Type of fund
American Mutual Fund-529A
1003
69074745
529A
Growth and income
Social Security orTax ID # 215-43-5535
This is ~he only time we'll confirm this information, so please keep this document
529 Plan infomnation
Beneficiary SSN 215-43-5535
Beneficiary date of birth September 19, 1994
Successor owner Linda L Cunningham
Distribution options
Dividends Must be reinvested
Capital gains Must be reinvested
00524~687 529 0000000
American Funds
PO Box 2713
NorFolk VA 23501-2713
MML INVESTORS SERVICES, INC.
C/O W SHORE OFFICE CTR
214 SENATE AVE STE 303
CAMP HILL PA 17011-2336
· Dealer copy of
New Account
Confirmation
July 28, 2003
Shareholder
VCSP/COLLEGEAMERICA
LINDA L CUNNINGHAM GDN
KRtSTEN L CUNNINGHAM OWNER
FBO KRISTEN L CUNNINGHAM
170 RIDGE DR
CARLISLE PA 17013-9711
Rep name HERVEY
Rep number 122971
Dealer/branch number 255/037
Welcome to the American Funds family!
We are delighted to have you as a new investor. Please carefully review
this statement to make sure your account is set up correctly. If you did
not receive a prospectus from your financial adviser, pleas'e contact your
financial adviser, download one from our website or call us. For account
changes, please notify your financial adviser or call us at 800/421-0180.
Answers atyourfingertips. The enclosed Welcome brochure will
answer many of your questions about investing with us. We invite you
to read it over and keep it for future reference.
For more account information
· Personal assistance -8 a.m. to 8 p.m. Eastern time M-F
For any questions or concerns about your account,
please call Shareholder Services 800/421-0180, ext. 529
· Sales and marketin§ information
American Funds Dealer Services 800/421-9900, ext. 4
· Automated information and services
American FundsLine '~' 800/325-3590
Website - americanfunds.com
Transactions Dealer compensation on this transaction $250.00
Shares this
Trade date Description Dollar amount Share price transaction Share balance
07/28/03 ~*~ nt ril~uti~'r~ 1' $12,500.00 $26.47 472. 233 472. 233
About your purchase
t This purchase was made atthe $250,000 discount level and you paid a 2.50% sales charge.
Account information
Fund information Personal information
Fund
Fund number
Account number
Share class
Type of fund
The Investment Company of America-529A
1004
69074745
529A
Growth and income
Social Security orTax ID # 215-43-5535
This is the only dine we'll confirm this information, so please keep this document
529 Plan information
Beneficiary SSN 215-43-5535
Beneficiary date of birth September 19, 1994
Successor owner Linda L Cunningham
Distribution options
Dividends Must be reinvested
Capital gains Must be reinvested
005246887 529 0000000
American Funds
PO Box 2713
Norfolk VA 23501-2713
MML INVESTORS SERVICES, INC.
C/O W SHORE OFFICE.CTR
214 SENATE AVE STE 303
CAMP HILL PA 17011-2336
Dealer copy of
New Account
Confirmation
July 28, 2003
Shareholder
VCSP/COLLEGEAMERICA
LINDA L CUNNINGHAM GDN
KRISTEN L CUNNINGHAM OWNER
FBO KRISTEN L CUNNINGHAM
170 RIDGE DR
CARL. I. SLE PA 17013-9711
Rep name HERVEY
Rep number 122971
Dealer/branch number 255/037
Welcome to the American Funds family!
We are delighted to have you as a new investor. Please carefully review
this statement to make sure your account is set up correctly. If you did
not receive a prospectus from your financial adviser, please contactyour
financial adviser, download one from our website or call us. For account
changes, please notify your financial adviser or call us at 800/421-0180.
Answers atyour fingertips. The enclosed Welcome brochure will
answer many of your questions about investing with us. We invite you
to read it over and keep it for future reference.
For more account information
· Personal assistance - 8 a.m. to 8 p.m. Eastern time M-F
For any questions or concerns about your account,
please call Shareholder Services 800/421-0180, ext. 529
· Sales and marketing information
American Funds Dealer Services 800/421-9900, ext. 4
· Automated information and services
American FundsLine ® 800/325-3590
Website - americanfunds.com
Transactions Dealer compensation on this transaction $250.00
Shares this
Trade date Description Doflar amount Share price transaction Share balance
...... ................i ............ .......... ............................. ..........................
About your purchase
Account information
Fund information Personal information
Fund
Fund number
Account number
Share class
Type of fund
Fundamental Investors-529A
1010
69074745
529A
Growth and income
Social Security or Tax ID # 215-43-5535
This is the only time we'll confirm this information, so please keep this document
529 Plan information
Beneficiary SSN 215-43-5535
Beneficiary date of birth September 19, 1994
Successor owner Linda L Cunningham
Distribution options
Dividends Must be reinvested
Capital gains Must be reinvested
005246687 529 0000000
American Funds
PO Box 2713
Norfolk VA 23501-2713
MML INVESTORS SERVICES, INC.
C/O W SHORE OFFICE CTR
214 SENATE AVE STE 303
CAMP HILL PA 17011-2336
Dealer copy of
New Account
Confirmation
July 28, 2003
Shareholder
VCSP/COLLEGEAMERI CA
LINDA L CUNNINGHAM GDN
KRISTEN L CUNNINGHAM OWNER
FBO KRISTEN L CUNNINGHAM
170 RIDGE DR
CARLISLE PA 170'13-9711
Rep name HERVEY
Rep number 122971
Dealer/branch number 255/037
Welcome to the American Funds family!
We are delighted to have you as a new investor. Please carefully review
this statement to make sure your account is set up correctly. If you did
not receive a prospectus from your financial adviser, please contact your
financial adviser, download one from our website or call us. For account
changes, please notify your financial adviser or call us at 800/421-0180.
Answers at your fingertips. The enclosed Welcome brochure will
answer many of your questions about investing with us. We inviteyou
to read it aver and keep it for future reference.
For more account information
· Personal assistance - 8 a.m. to 8 p.m. Eastern time M-F
For any questions or concerns about your account,
please call Shareholder Services 800/421-0180, ext. 529
· Sales and marketing information
American Funds Dealer Services 800/421-9900, ext. 4
· Automated information and services
American FundsLine ',-' 800/325-3590
Website - americanfunds.com
Transactions Dealer compensation on this transaction $250.00
Shares this
Trade date Description Doflar amount Share price transaction Share balance
07/Z8/03 Contribution t $12,500.00 $25.82 484. 121 484. 121
A bout you r purchase
Account information
Fu nd infomnation Personal information
Fund
Fund number
Account number
Share class
Type of fund
Capital World Growth and Income-529A
1033
69074745
529A
Growth and income
Social Security orTax ID # 215-43-5535
This is the only time we'll confirm this information, so please keep this documen~
529 Plan information
Ben eficia ry SSN 215-43-5535
Beneficiarg date of birth September 19, 1994
Successor owner Linda L Cunningham
Distribution options
Dividends Must be reinvested
Capital gains Must be reinvested
005246687 529 0000000
If you have any OFFICE OF SERVICEMEMBERS'
questions about GROUP LIFE INSURANCE
this claim, please
contact 290 W. MT PLEASANT AVE
L I VI NGSTON
800-419-1473
DAVID R GETZ
ATTORNEY AT LAW
PO BOX 845
HARRISBURG
Group Life Insurance
Explanation of Benefit U (1 OF 1 )
NJ 07039-9390
Date JUL 25, 2003
CNTRL# 32000
CLAIM# 10435535
CHECK# 0170039738
PA 17108-0845
~NSURFD:KEVIN R CUNNINGHAM PAYTO: LINDA L & ROBIN L CUNNINGHAM AS CO-
DESCRIPTION AMOUNT FROM TO
DEATH BENEFIT 75,370.01 I
CALC SETTLEMENT INT 710.26 BENEF~TAMOUNT 75,370.01
PLUS ADJUSTMENTS 710. 26
76,080.27
LESS DEDUCTIONS 0 . 0 0
CHECK AMOUNT 76, 080. 27
gc: DAVID R GETZ
ATTORNEY AT LAW
PO BOX 845
HARRISBURG PA 17108-0845
2C:
ENCLOSED IS OUR PAYMENT COVERING COMPLETE SETTLEMENT OF THE BENEFITS PAYABLE.
OFFICE OF SERVICEMEMBERS' GROUP LIFE INSURANCE
290 W. Mt Pleasant Ave. Livingston, NJ 07039-9390
Date: JUL 25, 2003
Please Cash Within
18o Days
017OO39738
62-26 7Z51-09
Pay
to the
order
of
* * ** SEVE~:~iii!i~!~i~i~i~i~ii~HOUSAND ............. E I GHT¥ DOLLARS AND 27 CENTS* * * * 3,,
i:i:i:i:i:i:i:::~: .-'.'-'. i~ii~ii~i~ii~i!:[:~:!:~:i:!:i:i:i:i:i:ii~!iiii~iiiiiiii: W! LM! NGTON, DE
Control#:
Insured:
GUARDIANS OF THE ES:~A'~E:'::':'b~:': KRIi~ZN n
CUNNINGHAM, A MINOR FOR DEPOSIi~i:i:i:iONLY
* * * ii:iii.i.::! iii:i:
$ 76,080.27
THIS IS NOT A CHECK
NEGOTIABLE
Orphans' Court Division
IN RE:
ESTATE OF KLC, Minor Child
CASE NO. 21-03-0432
INVETORY
WIX, WENGER g WEIDNER
ATTORNEYS AT LAW
-508 NORTH -SECOND STREET
POST OFFICE BOX 84`5
HARRISBURG, PENNS'r'L%'?~NIA 17108-084`5
{717} 234-418~
TELECOPIER {717} 234-42;~4