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IN THE MATTER OF
THE MAY M. MOORE FIVE YEAR
CHARITABLE LEAD ANNUITY
TRUST U/A DATED
NOVEMBER 7, 2001, AS
AMENDED AUGUST 6, 2002
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
07-0138
APPLICATION FOR EXTENSION OF
AUDITOR'S APPOINTMENT
TO THE HONORABLE, THE JUDGES OF SAID COURT:
Dale F. Shughart, Jr., Esquire, court-appointed Auditor in
regard to the above matter respectfully represents as follows:
1. Your Petitioner, Dale F. Shughart, Jr., Esquire, was
appointed auditor by Honorable J. Wesley Oler, Jr. on April 24,
2007 in regard to Objections filed by Amanda B. Reed and Araminta
Finn to the accounting filed by the Trustee of the May M. Moore
Five Year Charitable Lead Annuity Trust.
2. The undersigned Auditor assumed his responsibilities,
obtained and reviewed the file, and wrote to the attorneys for the
parties, Lowell R. Gates, Esquire, for the Trustee, and James M.
Stein, Esquire, for the Objectors, scheduling a pre-hearing
conference for Friday, May 25, 2007.
3. After receipt of the Auditor's Notice scheduling the
conference both attorneys contacted him and advised him that they
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had agreed the proceedings should be held in abeyance until an
accounting was filed by co-Trustee Keeler and Danner, Financial
Services, LLP. Both counsel confirmed this agreement in writing.
4. By Order dated July 20, 2007 the Auditor's Appointment was
extended for an additional six (6) months to expire January 23,
2008.
5. Although it had been contemplated an Accounting would be
filed by Keeler and Danner, an Order requiring the filing of such
an Account was not entered until December 31, 2007.
6. The Applicant believes and therefore avers that due to the
complexity of the issues and the fact that the parties are awaiting
a separate Account from the cO-Trustee, the Court should create an
additional period of six (6) months for the Auditor to complete his
duties in regard to this matter and file his Report as required by
Pa.R.C.p.
WHEREFORE, the Applicant, Dale F. Shughart, Jr., court-
appointed Auditor, respectfully prays Your Honorable Court to
extend the term of his appointment for an additional six months,
commenclng on January 24, 2008 and expiring on July 23, 2008.
Respectfully submitted,
ale F.
Supreme
10 West High
Carlisle, PA 17013
(717) 241-4311
Court-appointed Auditor
,., Esquire
9373
-2-
VERIFICATION
Dale F. Shughart, Jr., Esquire hereby verifies that the facts
set forth in the foregoing Application for Extension of Auditor's
Appointment are true and correct to the best of his knowledge,
information and belief, and understands that false statements
herein are made subject to the penalties of Pa. C.S. ~4904
relating to unsworn falSifice.t~J---t
DATE: January 3, 2008
-3-
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IN THE MATTER OF
THE MAY M. MOORE FIVE YEAR
CHARITABLE LEAD ANNUITY
TRUST U/A DATED
NOVEMBER 7, 2001, AS
AMENDED AUGUST 6, 2002
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
07-0138
CERTIFICATE OF SERVICE
AND NOW, this 3rd day of January, 2008, I, Dale F. Shughart,
Jr., Esquire, court-appointed Auditor, hereby certify that I have
served a copy of the Application for Extension of Auditor's
Appointment by mailing a copy of the same by United States mail,
postage prepaid, addressed as follows:
Lowell R. Gates, Esquire
Gates, Halbruner & Hatch P.C.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
James M. Stein, Esquire
Dick, Stein, Schemel, Wine & Frey LLP
13 West Main Street, Suite 210
Waynesboro, PA 17263
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Dale F. r.
Supreme 19373
10 West High Street
Carlisle, PA 17013
Telephone: (717) 241-4311