HomeMy WebLinkAbout11-28-11
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In Re: IN THE COURT OF COMMON PLE~ r:
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CUMBERLAND COUNTY, PENNSY~NIA ~_ ~-~ ~
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SEIDEL ~ ; =
MATTHEW J
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A Minor : ~ ~ ~ ~ n'
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:ORPHANS' COURT DIVISION ~~ ~; ~ ~ '_
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JOINT PETITION TO DEPOSIT MINOR'S ESTATE INTO A SEQUESTERED
INVESTMENT ACCOUNT PURSUANT TO 20 Pa. C.S. § 5103
TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
The Joint Petition of Ann M. Seidel (hereinafter referred to as "Mother") and Susan
K. Sherk (hereinafter referred to as "Aunt"), by and through their undersigned attorney,
respectfully represents:
1. Mother resides at 4003 Glenfinnan Place, Mechanicsburg,
Cumberland County, Pennsylvania 17055, and is the mother and natural
guardian of Matthew J. Seidel (hereinafter referred to as the "Minor"), age thirteen (13)
having been born on June 5, 1998.
2. Aunt resides at 28 Joseph Drive, Boiling Springs, Cumberland
County, Pennsylvania 17007 and is the biological sister of Mother and the
biological Aunt of the Minor.
3. Mother is the daughter of Gary M. Glasgow (hereinafter
referred to as "Decedent"), who died on September 21, 2011, and was a resident of 300 East
Meadow Drive, Mechanicsburg, Cumberland County, Pennsylvania.
4. Decedent was the biological grandfather of the Minor.
5. As a result of the death of Decedent, the Minor is entitled, pursuant to the last
beneficiary designation executed by Decedent, to one seventh (1/7) of the proceeds of a
variable annuity contract issued by Prudential as The Prudential Premier X Series Annuity ,
bearing contract No. E1055642 (hereinafter referred to as the "Contract") and
having a current value of $26,797.04 for the minor's interest. A true and correct copy
of a letter from Prudential is attached hereto as Exhibit "A" and incorporated herein by
reference.
6. Prudential requires a certified copy of a court order granting guardianship prior to
distributing the proceeds of the Contract to the Minor.
7. Petitioners are not aware that the Minor has any other interest in the Estate of
Gary M. Glasgow or any other estate or trust.
WHEREFORE, Petitioners respectfully request that this Honorable Court authorize
the distribution of the proceeds of the Contract due the Minor because of the maturity of the
contract at the death of Decedent to Petitioners, without the appointment of a guardian of the
Estate of the Minor or the entry of any security, such proceeds, to be deposited into
an investment account of their choosing in the name of the Minor, which account shall
bear the express restriction that there shall be no withdrawals from the account prior to
June 5, 2016, except for payment of state yr federal income taxes or upon Order of the Court.
Respectfully submitted,
Dated: November z.3 , 2011
RADCLIFF LAW OFFICE, P.C.
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David H. Radcliff, Esquire
Attorney for Petitioners
1011 Mumma Road, Suite 201
Lemoyne, PA 17043
Supreme Court ID No. 25483
Telephone (717) 236-9318
11-22-2011 12:31 THOMAS W RDWAN 7177309010
Ptadelttial
Thomas W ROWan
150 Corporate s;:cnter Drive
Suite 104
Camp Hill, PA 17011
Dear Mr. Rowan:
Thank you far the opportunity to be of setvice tv you.
PAGE2
P~de~tial Aaaugipt
A $nafnsa or Prodpidal Finangai, inc.
P.O. Box 7980
Phlltdeipbia. PA 19178
(800) 5130805
Contract Numbtr: E1055642
November 18, 2011
Utt the above refereaoed contract, three out of seven beneficiaries have outstanding claims to be
paid:
Julia Seidel
Matthew Seidel
Katherine Seidel
The above 1Lsted beneficiaries are entitled to equal shares of the rr°tnaining death benefit. The
death benefit value as of November l7, ZOtI was 5.391.14
Your satisFaction is important to us. If you have questions, please contact your internal
wholesaler or our Annuities Service Center at (800) 513-0805. Representatives are available to
assist you Moray through 'Thursday between 8 a.m. and 7 p.m., and Friday between 8 a.m. and
6 p.m. Eastern time.
't'hank yon For choosing to do business wfth PrndenHal Annuities.
Sincerely.
Annuities Service Center
Ammutfp areazsued by 7be Prudential Iama~xr Compllpy of An~ejica and P+uco life la~ran[t Company to New York, by Pruco
1,16e lannswce Company of New JeracY} ali lo~aled In Newark. NI, or by Pnideotia! Mnuilux Ufe 1laaaaaea C
Shdron, C'C. AgMdli~ re diatribmed by PrudmtW Aanaitles I)iarlb~uora, lac., shdton, C'C. All ane Prudeptial Plntncncl
companies and ~ Is solely re:pomble for itx o~vn 0nancia) c7orlditian and arnitractaal obligatiam.
L'FR.CCFra 9E009
VERIFICATION
I, Ann M. Seidel, verify that I am a Petitioner in the within petition, and that the
facts contained therein are true and correct to the best of my knowledge, information and
belief, and that this verification is subject to the penalties of 18 Pa.C.S. § 4904, relating to
unsworn falsification to authorities.
Date: ~ Z ~ ' ~ ~ ~,~ ~'~ 1 ~--r ,
Ann Seidel
VERIFICATION
I, Susan K. Sherk, verify that I am a Petitioner in the within petition, and that the
facts contained therein are true and correct to the best of my knowledge, information and
belief, and that this verification is subject to the penalties of 18 Pa.C.S. § 4904, relating to
unsworn falsification to authorities.
Date: ~/~ ~,~
Susan K. Sherk
In Re: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
MATTHEW J. SEIDEL
A Minor
ORPHANS' COURT DIVISION
No.
CERTIFICATE OF SERVICE
I, DAVID H. RADCLIFF, ESQUIRE, hereby certify that on this, the r y of
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November, 2011, copies of the foregoing Joint Petition to Deposit Minor's Estate into a
Sequestered Deposit Pursuant to 20 Pa.C.5. § 5103 were caused to be served upon the
following by first class mail, postage prepaid:
Matthew J. Seidel
4003 Glenfinnan Place
Mechanicsburg, PA 17055
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David H. Radcliff, Es re