New York Codes, Rules and Regulations › Title 22 - JUDICIARY › Subtitle D - Forms › Chapter VII - Surrogate's Court Forms › Subchapter A - Forms Authorized By Section 207.52 › Surrogate's Forms › Form G-8 - Petition for withdrawal of infant's property for support and education

Current through Register Vol. 46, No. 28, July
					 10, 2024
SURROGATE'S COURT OF THE STATE OF NEW
						YORK
COUNTY OF ________
________X
In the Matter of the Guardianship
						of
PETITION FOR WITHDRAWAL
OF INFANT'S PROPERTY FOR
SUPPORT AND EDUCATION
An Infant. File No. ________
________X
TO THE SURROGATE'S COURT, COUNTY OF
						________
The petition of the guardian respectfully
						alleges:
1. Name of guardian: ________ Phone
						Number: ____________
Permanent Address: ____________
Relation to infant: ________ Present
						Occupation: ____________
Name of infant: ____________
Permanent Address: ____________
Date of birth: ____________
2. Date Letters of Guardianship were
						issued: ________
[Check one] [ ] Person and Property [ ]
						Property only
The name and address of depository or
						depositories in which funds of the infant are deposited is or are: [List all,
						attach additional sheet if needed]
Name: ________
Address: ________
Amount on deposit at date of this petition
						$ ________
4. The property and income of the infant
						is set forth in the annexed Schedule A summarized as follows:
Yearly Income $ ________
Value of infant's property $
						________
5. Petitioner requests authorization for
						withdrawal of the following amounts for the support or education of the
						infant:
(a) A lump sum of $ ____________
(b) A sum of $ ________ by periodic
						withdrawals of $ ________ each month for a period of ________ months beginning
						________ and ending ________.
The funds are needed and are to be used
						for the following reasons and purposes: [Complete Schedule B]
____________
____________
____________
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G-8 (9/00)
6. The parent or parents of the infant
						are: [if deceased, state date of death]
Father: ____________
Permanent Address: ____________
Mother: ____________
Permanent Address: ____________
The income and resources of infant's
						parent or parents are as set forth in Schedule C hereto annexed.
7. The reason the parent(s) of the infant
						cannot provide for the support or education of the infant is:
____________
____________
The estimated yearly household
						expenditures of infant's parent or parents are as set forth in Schedule D
						hereto annexed.
8. The funds of the infant withdrawn
						during the past calendar year of ________ are as follows: [If "NONE", must so
						state]
Date of order: ________
Amount authorized to be withdrawn $
						________
Total withdrawn and spent $
						________
Amount unexpended, if any $
						________
[Attach additional sheets as
						needed]
9. No previous application has been made
						for the relief now sought.
WHEREFORE, petitioner requests:
2. That the court authorize the withdrawal
						from funds of the infant on deposit in the name of the guardian in the
						____________
____________
____________
____________
[Insert name and address of
						Depository]
for the support, maintenance and education
						of the infant as follows:
a. The sum of $ ________
b. The sum of $ ________, by periodic
						withdrawals of not over $ ________ each month for one year beginning with the
						month of ________and ending with the month of ________ provided that any
						monthly sum not withdrawn for one month may be withdrawn during any succeeding
						month during the year.
c. That petitioner may have such other or
						further relief as may be proper.
Dated: ________
______________
(Signature of Petitioner)
______________
(Print Name)
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STATE OF ________)
COUNTY OF ________) ss.:
I, ________, the petitioner named in the
						foregoing petition, being duly sworn, say:
I have read the foregoing petition
						subscribed by me and know the contents thereof, and the same is true of my own
						knowledge, except as to the matters therein stated to be alleged on information
						and belief and as to these matters, I believe it to be true.
______________
(Signature of Petitioner)
Sworn to before me this
________ day of ________, ________
______________
(Print Name)
______________
Notary Public
Commission Expires:
(Affix Notary Stamp or Seal)
NOTE: 1. Withdrawal is subject to guardian
						filing any required annual account.
2. Court may require additional
						information relative to circumstances of parents or other facts justifying use
						of infant's funds.
3. Infant 14 years and over must join in
						and sign consent to petition, otherwise must be given notice as Court
						directs.
4. Generally periodic withdrawals will be
						limited to a period of 12 months or less.
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CONSENT OF INFANT TO WITHDRAWAL
I, ________, the infant named in the
						foregoing petition, being over the age of fourteen years, do hereby join in the
						petition and ask that the withdrawal be made as therein requested.
Dated: ________
______________
(Signature of Infant)
______________
(Print Name)
STATE OF ________)
COUNTY OF ________) ss.:
________ being duly sworn, says that: I
						have read the foregoing petition, and the same is true of my own knowledge,
						except as to the matters therein stated to be alleged on information and
						belief, as to those matters, I believe them to be true.
Sworn to before me this
______________
(Signature of Infant)
________ day of ________
______________
(Print Name)
________
Notary Public
Commission Expires:
(Affix Stamp or Seal)
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SCHEDULE A (PARAGRAPH 4)
(Income & Property of Infant)
Annual Income- Interest on bank deposits $
						________
Social Security benefits $ ________
Veterans benefits $ ________
Wages $ ________
Other income $ ________
Total $ ________
Property: Bank Deposits (Name Bank)
________ $ ________
________ $ ________
Other Property (Describe-State
						Value)
________ $ ________
________ $ ________
Total $ ________
SCHEDULE B (PARAGRAPH 5)
(List items for which funds are requested
						and amount, e.g. tuition-name school and attach bill; for medical, name doctor
						and amount.)
Item Amount
________ $ ________
________ $ ________
________ $ ________
________ $ ________
________ $ ________
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SCHEDULE C (PARAGRAPH 6)
Income and Resources of Parents:
Mother Father
Earnings: Salary and Wages $ ________ $
						________
Income from dividends, interest, etc. $
						________ $ ________
Social Security (for Parent) $ ________ $
						________
Social Security (for all infants) $
						________ $ ________
Rents, Business income, etc. $ ________ $
						________
Total: $ ________ $ ________
Assets: $ ________ $ ________
Bank accounts and securities $ ________ $
						________
Real estate (Home) $ ________ $
						________
Real estate (Other) $ ________ $
						________
Total: $ ________ $ ________
Indebtedness: $ ________ $ ________
Mortgages $ ________ $ ________
Other debts $ ________ $ ________
Total: $ ________ $ ________
Names and ages of any dependents:
NAME RELATIONSHIP AGE
________ ________ ________
________ ________ ________
________ ________ ________
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SCHEDULE D (PARAGRAPH 7)
Parents' Household
Estimated yearly household expenditures: $
						________
a. Home: Taxes, Mortgages, Insurance $
						________
Heat, Light, Water, Repairs $
						________
Rent $ ________
Other home costs $ ________
b. Family Maintenance:
Food $ ________
Clothing $ ________
Medical $ ________
Income Taxes $ ________
All Other $ ________
Total number of persons in household
						________
Are infant's funds to be used toward
						paying any of the above expenses? If so, state which and how much:
________ $ ________
________ $ ________
________ $ ________
Signature of Attorney: ____________
Print Name: ____________
Firm Name: ________ Tel. No.:
						____________
Address of Attorney: ____________
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