HomeMy WebLinkAbout08-21-14 •
IN RE: THE MATTER OF EVAN C. : COURT OF COMMON PLEAS OF
ANDERSON and KACY L. : CUMBERLAND COUNTY,PENNSYLVANIA
ANDERSON, MINORS : ORPHANS' COURT DIVISION
NO. ak 0-1.R2
PETITION FOR THE APPOINTMENT OF A GUARDIAN OF THE ESTATE OF A MINOR
UNDER THE AGE OF EIGHTEEN (18)YEARS,IN ACCORDANCE WITH 20 PA. C.S.5111(a),
AND FOR DEPOSIT OF THE FUNDS INTO A RESTRICTED BANK ACCOUNT
TO THE HONORABLE,THE JUDGES OF SAID COURT:
The Petition of SHERRY L.ANDERSON and CAROLJ.SNYDER,respectfully represent
that:
1. The minors are EVAN C. ANDERSON, born September 23, 2000, and KACY L.
ANDERSON,born September 7, 2003,who reside part-time with their mother, Sherry
L.Anderson, and also with their father, Donald E.Anderson Jr.
2. The Petitioner SHERRY L. ANDERSON, biological mother of the minor children,
resides at 914 Bosler Avenue, Lemoyne, Pennsylvania 17043.
3. The Petitioner CAROL J. SNYDER, maternal grandmother of the minors, resides at
3851 Dora Drive, Harrisburg, Pennsylvania 17110.
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; ô - 4. The biological father of Evan C. Anderson, born September 20, 2000, and Kacy L.
8 Anderson, born September 7, 2003 is DONALD E.ANDERSON,who resides at 558
c: Walnut Street, Lemoyne, Pennsylvania 17043, who consents to the Petition as being
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presented,which Consent is attached hereto.
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5. No guardian has been appointed, and it is necessary that a guardian of the estate of the
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cc c) minors be appointed because the minors are named as Beneficiaries in the Will of their
great-aunt,SaraJ.Ross(67-13-0145),and both receive a distribution from their great-aunt's
estate equal to $143,423.96 (see BELCO Community Credit Union statement attached
as Exhibit"A").
6. SARAJ. ROSS ("Decedent") departed this Earthly life on December 28, 2012,leaving a
LAW OFFICE OF Last Will and Testament dated August 15,2008,which was probated in the Office of the
WM.D.SCHRA CK IH Register of Wills of York County, Pennsylvania on January 24, 2013.
7. Letters Testamentary were granted to your Petitioner, Sherry L.Anderson,as evidenced
by the information contained in Register of Wills File No. 67-13-0145.
8. The interests of Evan C. Anderson and Kacy L. Anderson should be represented by
Sherry L. Anderson and Carol J. Snyder, your Petitioners in this matter, because the
Testatrix specifically provided that her niece, Sherry L.Anderson,be appointed Trustee
of the sums received by the Beneficiaries at the time of her death.
9. The control of the account for Evan C.Anderson shall be maintained until September 23,
2018, the date upon which Evan C.Anderson attains the age of 18 years.
10. Control of the account of Kacy L.Anderson shall be maintained until September 7,2021,
the date upon which Kacy L. Anderson attains the age of 18 years.
WHEREFORE,Petitioners request that the Court appoint SHERRY L.ANDERSON and
CAROLJ. SNYDER as Guardians of the Estates of Evan C.Anderson and Kacy L.Anderson,and
authorize the distribution of assets from the Estate of SaraJ. Ross,Deceased,to them,for the benefit
of the minors, with which proceeds to purchase an insured savings certificate in their name, as
Guardians of the Estates of the above-named minors, marked as set forth in the Decree attached
hereto.
Respectfully submitted,
' -- ----------
MTh. I. SCHRACK, III
Attorney for Petitioners
LAW OFFICE OF
WM.D.SCHRACK
LBELCO
C:i,th•:�li Imp; Cx ID)f UNFf_+u
BELCO COMMUNITY CREDIT UNION
CAMP HILL BRANCH
3500 TRINDLE RD
CAMP HILL PA 17011-4439
Inquiries Call: 800-642-4482
Acot XXXXXXX486 SARA J ROSS ESTA
'Eft.: 08/13/14 Date: 08/13/14
Tlr: 1349 1 : 46pm
Withdraw from SAVINGS 0001
Prey Bal: 134 ,557 . 26
Amount : 500 . 00
New Bal: 134 ,057 . 26
Seq: #282860
Deposit to CHECKING 0040
Prey Bal: 8 ,871 . 70
Amount : 500 . 00
New Bal: 9 , 371 . 70
Seq: #282861
Aoct X486
Avail Bal S0001 134,052 .26
Avail Bal 50040 9 ,371 . 70
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iIBIT "A"
IN RE: THE MATIER OF EVAN C. : COURT OF COMMON PLEAS
ANDERSON and KACY L. : CUMBERLAND COUNTY, PENNSYLVANIA
ANDERSON, MINORS : ORPHANS' COURT DIVISION
: NO.
VERIFICATION
I, SHERRY L. ANDERSON, the Petitioner herein, verify that the Facts set forth in this
Petition in die above-captioned action are true and correct to the best of my knowledge,in!ormation,
and belief. This verification is made subject to the penalties of Section.4901 of the Crimes Code (IX
Pa. C.S. ftj1901) relating to unsworn falsification to authorities.
SHERRY L. A DERSON
tAw orric•
WNI.D.St, iti.Ach III
. „ . . .
IN RE: THE MATER OF EVAN C. : COURT OF COMMON PLEAS
ANDERSON and KACY L. CUMBERLAND COUNTY, PENNSYLVANIA
ANDERSON, MINORS : ORPHANS' COURT DIVISION
. NO.
VERIFICATION
I, CAROL J. SNYDER, the Petitioner herein,verify that the facts set forth in this Petition in
the above-captioned action are true and correct to the best of my knowledge,information,and belief.
This verification is made subject to the penalties of Section 1901 of the Crimes Code (1S Pa. C.S.
1901) relating to unsworn falsification to authorities.
oc„,,Q, 1/4
aid --
CAROL J. SNYDER i
LAN OM(i 1,OF
Wv.D.Sc11RACK III
IN RE: THE MATTER OF EVAN C. : COURT OF COMMON PLEAS
ANDERSON and KACY L. CUMBERLAND COUNTY, PENNSYLVANIA
ANDERSON, MINORS : ORPHANS' COURT DIVISION
NO.
CONSENT
I,the undersigned, DONALD E.ANDERSON,Jr., father of EVAN C. ANDERSON and
KACY L.ANDERSON,consent to the appointment by the Court of SHERRY L.ANDERSON as
Guardian of the Estate of the minors that are affiliated with the bequest for the purpose of managing
bequests from the ESTATE OF SARA J. ROSS.
DONALD E. ANDERSON,Jr.
LAM 01.P1(1.OF
Wv1.D.Scnr:uh III
IN RE: THE MATTER OF EVAN C. : COURT OF COMMON PLEAS
ANDERSON and KACY L. CUMBERLAND COUNTY, PENNSYLVANIA
ANDERSON, MINORS : ORPHANS' COURT DIVISION
NO.
CONSENT OF PROPOSED GUARDIAN
1. I, the undersigned,SHERRY L.ANDERSON,hereby consent to act as Guardian of the
ESTATES OF EVAN S. ANDERSON and KACY L. ANDERSON.
2. I, Sherry L. Anderson, presently reside at 914 Bosler Avenue, Lemoyne, Pennsylvania.
3. I am a citizen of the I Jnited States of America, and can speak, read and write the English
language.
4. I am the Executor of the Last Will and Testament of SARA J. ROSS, the great-aunt of
the subject Minors who will immediately upon being appointed transfer the bequest of the
great-aunt to the Minors' estate, and in such capacity have no interest adverse to the
Minors.
SHERRY L. XNDERSON
Proposed Guardian
L\w O F IcV.OF
W,vi.D.Sc MACK III
IN RE: THE MA'I'I'ER OF EVAN C. : COURT OF COMMON PLEAS
ANDERSON and KACY L. CUMBERLAND COUNTY, PENNSYLVANIA
ANDERSON, MINORS : ORPHANS' COURT DIVISION
: NO.
CONSENT OF PROPOSED GUARDIAN
1. I, the undersigned, CAROL J. SNYDER, hereby consent to act as Guardian of the
ESTATES OF EVAN S. ANDERSON and KACY L. ANDERSON.
2. I, Carol J. Snyder, presently reside at 38,51 Dora Drive, Harrisburg, Pennsylvania.
3. 1 am a citizen of the United Slates of America, and can speak, read and write the English
language.
1. As the grandmother of the subject Minors, I have no interest adverse to the Minors.
1
CAROLJ. SNYDER I
Proposed Guardian
Ivvv Orricr,ur
Wri.1).Sc(MACK 1I1
II .
IN RE: THE MATTER OF EVAN C. : COURT OF COMMON PLEAS
ANDERSON and KACY L. CUMBERLAND COUNTY, PENNSYLVANIA
ANDERSON, MINORS : ORPHANS' COURT DIVISION
: NO.
DECREE
AND NOW,this_ day of___ ,2014,upon consideration of the
Petition of Sherry L.Anderson and Carol J. Snyder,it is hereby ORDERED and DECREED that
SHERRY L. ANDERSON and CAROL J. SNYDER be appointed Guardians of the Estates of
EVAN C.ANDERSON and KACY L.ANDERSON,both Minors.
In lieu of the entry of security,the Guardians are authorized and directed to invest the funds
belonging to the above-named Minors as follows:
1. To purchase one or more Savings Certificates that total the sum of$134,053.26,for the
Minors,from BELCO COMMUNITY CREDIT UNION,in their name as Guardians
of the Estates of the above-named Minors,to be marked as hereinafter directed.
2. To deposit the remaining balance of the bequest, $9,371.70, in a Savings Account at
BELCO COMMUNITY CREDIT UNION,in their names as Guardians of the Estates
of the above-named Minors,to be marked as hereinafter directed.
The sum of the guardianship account shall be divided into two equal shares effective
September 20,2018,upon Evan C.Anderson's attaining the age of 18 years. Each Savings Certificate
purchased pursuant to paragraph #1 shall be marked as to Evan C. Anderson: "NOT TO BE
REDEEMED PRIOR TO SEPTEMBER 20, 2018 EXCEPT UPON ACTION THROUGH
THIS COURT; and as to Kacy L. Anderson, "NOT TO BE REDEEMED PRIOR TO
SEPTEMBER 7, 2021 EXCEPT UPON ACTION THROUGH THIS COURT".
On or after September 20,2018,when Evan C.Anderson attains the age of 18 years,and upon
his request, the balance of his estate accounts shall be distributed to him. On or after September 7,
2021,when Kacy L.Anderson attains the age of 18 years, and upon her request, the balance of her
estate accounts shall be distributed to him.
If no withdrawals (other than as detailed above) are made from the investments authorized by
this Decree, the Belco Federal Credit Union may pay over investments as provided when a Minor
attains the age of 18 years on the date set forth immediately hereinbefore, upon the order of the
Guardians and the Minor,without further Order of Court.
The Guardians are directed to file an inventory within ninety (90) days of the date of this
Decree,in accordance with the provisions of 20 PA C.S. 5142.
LAW OFFICE OF No additional assets are to be received by the Guardian without further Order of this Court.
WM.D.SCHRACK III
By the Court,
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J.