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HomeMy WebLinkAbout06-22-15 GERALD J. SHEKLETSKI, ESQUIRE SUPERIOR I.D. #40486 STONE LAFAVER & SHEKLETSKI 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 717-774-7435 GSHEKLETSKI@STONELAW.NET IN RE: ESTATE OF CHARLES J. MITCHELL IN THE COURT OF COMMON LATE OF NEW CUMBERLAND PLEAS OF CUMBERLAND BOROUGH, CUMBERLAND COUNTY, COUNTY, PENNSYLVANIA PENNSYLVANIA FILE NO. 21-15-0179 ORPHANS' COURT DIVISION IN RE: ESTATE OF THOMAS E. MITCHELL No. 21-15-336 INVENTORY The undersigned file this Inventory as directed by Decree of Court issued on April 23, 2015 . Attached hereto is a confirmation letter received from Members 1St Federal Credit Union confirming the account established as required by the aforesaid decree. COMMONWEALTH OF PENNSYLVANIA SS : u, M. COUNTY OF CUMBERLAND . o rra tv rn -to CHERYL D. MITCHELL and CHRISTINE N . SHULTZ',-co_-,Zuaxdd�ans of the Estate of Thomas E. Mitchell, a minor;? Say--�thal--nnthe foregoing is a full, true and complete Invent.oryi of ,the ,�rnate of Thomas E. Mitchell, the aforesaid Incapacitated- er,og or Minor; and that all of the information set forth here is -7rue and correct to the best of the co-guardians_ ' knowledge Arid belief. r' Dated: CHERYL D. MITCHELL, Co-Guardian of the Estate of Thomas E. Mitchell Dated: 9��.t� ����� CHRISTINE N. S ULTZ, Co-Guardian of the Estate of Thomas E. Mitchell V�/ STONE LAFAVER & SHEKLETSKI Date : Gerald J Shekletski, Esquire Supreme I . D. #40486 414 Bridge Street New Cumberland, PA 17070 717-774-7435 ,Mt MEMBERS 11t FEDERAL CREDIT UNION 05/18/2015 Gerald J.Shekletski,Esquire 414 Bridge Street New Cumberland,PA 17070 Dear Gerald J. Shekletski,Esquire Re: THOMAS E MITCHELL Members 1St Federal Credit Union has established an account for THOMAS E MITCHELL The funds in the account have been placed in a REGULAR SAVINGS ACCOUNT and frozen until 02/01/2018 based on the court order. . The enclosed document shows the account name and the restriction placed on those funds. Please contact us for additional assistance. Any questions or further communications should be directed to Gregory P Schank, VP of Branch Operations at 1-800-283-2328, extension 6003. Respectfully, Amanda Miller Member Service Representative II New Cumberland Giant enclosure 5000 Louise Drive P.O.Box 40 Mechanicsburg,Pennsylvania 17055 (800)283-2328 www rnembersl st.org Page 1 of 1 fA V1.MEMBERS 1ST FEDERAL CREDIT UNION Share/Loan List For Account: 0000618426 THOMAS E MITCHELL Account Type: Court Member Ordered Member Type SSN Home Number THOMAS E MITCHELL Primary '**-**-1571 717-774-2655 545 BRANDT AVE APT C NEW CUMBERLAND,PA 17070 Share Description Rate Maturity Date Available Balance S0000 REGULAR SAVINGS 0.10% -$29,755.00 $15,000.00 DEPOSIT TOTAL $15,000.00 LOAN TOTAL $0.00 5/18/2015 c rn, a rn n. TRUE COPY FROM RECORD 171 17r ° cn z1 x � GERALD J. SHEKLETSKI, ESQ[�IPAWimony whereof,1 hereunto set my hand/ D f 1 fU m M SUPERIOR I.D. #40486 andth I fsaid at sle,Pa. {� :Y � 7 G.J -� � STONE •LAFAVER & SHEKLETSKIThi 2 '"' CJ O 414 BRIDGE STREET c) -7 .,7C7 -� -3� � -1 NEW CUMBERLAND, PA 17070lWtvefrk rphans'Court `� �„� r 717-7'7.4-7435 r— Irl GSHEKLETSKI @ STONELAW.NET berland County,PA F—+ `TT IN RE: ESTATE OF CHARLES J. MITCHELL IN THE COURT OF COMMON LATE OF NEW CUMBERLAND PLEAS OF CUMBERLAND BOROUGH, CUMBERLAND COUNTY, COUNTY, PENNSYLVANIA PENNSYLVANIA : FILE NO. 21-15-0179 ORPHANS' COURT DIVISION IN RE: ESTATE OF THOMAS E. MITCHELL No. 21-15-336 DECREE on AND NOW, this day of rc 2015, upon consideration of the Petition for Appoi tment of Guardian for the Estate of Thomas E. Mitchell, it is hereby ordered and decreed that Cheryl D. Mitchell and Christine N. Shultz are appointed co-guardians of the Estate of Thomas E. Mitchell, a minor. In lieu of the entry of security, the co-guardians are authorized and directed to invest the funds belonging to the above-named minor and identified herein in an interest-bearing money market account, in their names as co-guardians of the estate of the above-named minor, marked as follows : "Not to be withdrawn before February 1, 2018, except for payment of state and federal income taxes on the interest earned by the minor' s estate or by order of court . " Funds from the Prudential Insurance Company of America Control Number G-95468, Claim Number 11529922, having a value of approximately $15, 000 . 00 by reason of the death of Charles J. Mitchell, shall be paid directly into the above-described account by the co-guardians in such manner as determined by the co-guardians as to minimize income tax obligations of the minor. If no withdrawals (other than the payment of taxes above) are made from the investments authorized by this decree, the bank or savings institution may pay over the investments controlled by this Order when the minor attains his majority, on February 1, 2018, or in the event of the death of the minor, upon the joint order of the co-guardians and the executor of the estate of the late minor, without further order of Court . The co-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. Cons . Stat . § 5142 . No additional assets, other than those addressed by this Order, are to be received by the co-guardians without further order of this Court . BY Date: Thomas A.Placey J. Common Pleas Judge • Distribution: Petitioner' s Attorney: Gerald J. Shekletski, Esquire, 414 Bridge Street, New Cumberland, PA 17070 (717) 774-7435 Petitioner and Co-Guardian: Cheryl D. Mitchell, 545 Brandt Avenue, Apartment C, New Cumberland, PA 17070 Co-Guardian: Christine N. Shultz, 521 Hilltop Road, Millerstown, PA 17062