Leh. Cnty. Pa. 5.6-1

As amended through February 1, 2020
Rule 5.6-1 - Receipt Of Death Benefit/Life Insurance Proceeds Payable To A Minor Without Appointment Of Guardian Of The Estate
(a) A petition for authority to receive life insurance and/or death benefit proceeds payable to a minor without the appointment of a guardian of the estate shall include:
(1) Petitioner's name , address and relationship to the minor;
(2) The minor's date of birth and the name, address and relationship of the person with whom the minor resides;
(3) The name[s] of the minor's parent[s] who are not petitioners;
(4) A description, including the name of the payor and policy/contract number[s], of the nature and amount of life insurance proceeds/death benefit[s] payable to the minor, including the name, date, place of death and relationship to the minor of the person whose death caused the proceeds to vest in the minor;
(5) The name, complete branch address and telephone number of a federally insured bank in which the life insurance proceeds/death benefit[s] will be deposited to a restricted account in the minor's name during minority;
(6) Petitioner's agreement to file the requisite proofs of deposit of the minor's life insurance proceeds/death benefit to an interest-bearing bank account in the minor's name alone, access to which is restricted during minority; and
(7) Whether any parent of the minor who is not a petitioner is aware of and consents to the petition.
(b) The petition shall be in substantial compliance with the form annexed as APPENDIX C, including referenced attachments.

Leh. Cnty. Pa. 5.6-1

Amended effective 9/1/2016.