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Home My WebLink About05-02-08 IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION Gerald L. Stansfield, Executor of the : Estate of Charles E. Stansfield, and 06-1125 ORPHANS' COURT Gerald L. Stansfield, Sandra K. Graeff, and Bryan W. Stansfield o So ~:o co-o fT1:.r: 0 :Xl '):> I [- --7 m J>L.:::::o 'C;' G0^ t-300 c) 011 (')C ~~ ::::0 :0-1 ):> Petitioners MOTION TO MAKE RULE ABSOLUTE AND NOW, comes Petitioners, Gerald L. Stansfield, Executor of the Estate of Charles E. Stansfield, Gerald L. Stansfield, Sandra K. Graeff, and Bryan W. Stansfield (herein "Petitioners"), by and through their attorneys, James, Smith, Dietterick & Connelly, LLP, and file this Motion to Make Rule Absolute as follows: 1. On or about October 25,2007, Petitioner filed its Petition for Distribution of Trust Assets of Charles E. Stansfield, Deceased, Under the Will of Charles E. Stansfield ("Petition"). 2. On or about November 30,2007, this Honorable Court issued a Rule upon T. Rowe Price and Pioneer Investments ("Investment Firms"), and any other interested party to show cause why the Petition should not be granted ("Rule"). A true and correct copy of said Rule is marked as Exhibit "A", attached hereto and made a part hereof. 3. The Rule required the Investment Firms to show cause why Petitioners' Petition should not be granted within twenty (20) days from service. 4. On February 15, 19 and 27, 2008, the Investment Firms were served with a true and correct copy of the Rule and Petition as evidenced by the Certificates of Service attached hereto as Exhibit "B." ~ = c..::> 0:> :J}:: ):- -< I Ul -0 -:I-:J f-f1 ,-'-' '-. .J ,-:) ~ c:~) C) .--') :"~ ~~~ ~.-,~.: r'''' v'> C-, "'1 ! ~ c...> .r:- -oJ ~, 5. To date, no answer has been filed. WHEREFORE, Petitioners respectfully request that this Honorable Court make the Rule absolute and the holders of the Unknown Trust Assets (i.e. Investment Firms) be directed to pay over said assets (namely, T. Rowe Price mutual fund account number 7207-0 titled "Charles E. Stansfield Tr Udt Dtd 9-7-78" and Pioneer Investments mutual fund account number 00956736291 titled "Charles E. Stansfield Trust dated 8-24-1978" to the Petitioners' executor for distribution in accordance with his Will and Living Trust. Respectfully Submitted: , DIETTERICK & CONELL Y LLP By: IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT ORDER OF COURT AND NOW, this 30th day of November, 2007, upon consideration of the Petition for Distribution of Trust Assets of Charles E. Stansfield, Deceased, Under the Will of Charles E. Stansfield, a Rule is hereby issued upon the investment firm of T . Rowe Price (mutual fund account number 7207-0 titled "Charles E. Stansfield Tr Udt Dtd 9-7-78" and upon Pioneer Investments (mutual fund account number 00956736291 titled "Charles E. Stansfield Trust dated 8-24-1978", and any other interested party to show cause why the relief requested should not be granted. RULE RETURNABLE within 20 days of service. Service of this Rule shall be made by the Petitioners and a proof of service shall be filed of record. BY THE COURT, N~arnerYahn, Esq. /O..Box 650 Hershey, P A 17033-0650 Attorney for Petitioners :rc ~o =:;:J l) -r"0 " 'f-:;: r-- c-';;.~rn .C0?~ j(~() (::::>'+1 '- ~j.J -IJ --j ..:-- r'-..) = = --.J z o ~< (....) a -u :z G') N N ; ") ,'-) _-c , l ~.fi ~-l:~; c) C') -r-i ~-f-t c'5 I f"-: c.,,"') IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT CERTIFICATE OF SERVICE I, NEIL WARNER Y AHN, ESQUIRE, do hereby certify that on February 15f 2008, a true and correct copy of a Petition for Distribution of Trust Assets of Charles E. Stansfield, Deceased, Under the Will of Charles E. Stansfield and an Order of Court dated November 30, 2007 with a Rule Returnable within 20 days of service was served upon the following below- named individual by United States, postage prepaid, certified mail at Hummelstown, Pennsylvania, addressed to: T. Rowe Price Services, Inc. 4515 Painters Mill Road Owings Mills, MD 21117-4903 Mailing and return receipt cards attached hereto. JAME , SMITH, DIETTERICK & CONNELLY, LLP C) ~;:o - ---,-., .--: ~~.! :,:....". By: NEIL W Attorney P.O. Box Hershey, 17033-0650 (717) 533-3280 Attorney for Petitioners R Y AHN, ESQUIRE 0.82278 :;;0 ::J-.) I ()--l ~---; --'I en ;---- '"" INRE: ESTATEOF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT U:S. Postal ServiceTM CERTIFIED MAIL"" RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) Cl m .:r <:(J <:(J m ..ll ["- Postage $ Cerllfted Fee .<:~}~.~~~tfl':?'~\ '" -. .... '. \ ."' .""" {,-.; .-,. .... .,~~!) Cl Return Receipt Fee ~ (Endorsement Required) Cl Restricted Delivery Fee (Endorsement Required) Cl ~ Total Postage & Fees ru ..ll Cl Cl ["- . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. It'J'/J- (JILl/ 'JJ 1. Article Addressed to: -r: ~tvc Price Je/'0t'r1', Pell/l fel'J' fJ1 i J I fJc/. In; / '" /fI j) ;J../ 1/7- ~<J I 3. Service Type ~Certified Mail 0 Express Mall o Registered J8-Retum Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 2. Article Number (Transfer from service label) PS Form 3811, February 2004 7006 2150 0000 7638 8430 Domestic Return Receipt 102S9S-02.M-1540 IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT CERTIFICATE OF SERVICE I, NEIL WARNER Y AHN, ESQUIRE, do hereby certify that on February 27, 2008, a true and correct copy of a Petition for Distribution of Trust Assets of Charles E. Stansfield, Deceased, Under the Will of Charles E. Stansfield and an Order of Court dated November 30, 2007 with a Rule Returnable within 20 days of service was served upon the following below- named individual by United States, postage prepaid, certified mail at Hummelstown, T. Rowe Price Services, Inc. P.O. Box 17302 Baltimore, MD 21297-1302 h_.::-< C...: c:_,,~ c.':'."") Pennsylvania, addressed to: C~) -r:; ~T~ S~2 ~ ~-r\ ;~J ..,r.'.j "-:.~.~ Cii _.' \' j (-_J Mailing and return receipt cards attached hereto. ) --I 0; By: J3MI1H, DIETTERICK & CONNELLY, LLP NEIL W Y AHN, ESQUIRE Attorney I. . 82278 P.O. Box 50 Hershey, 7033-0650 (717) 533-3280 Attorney for Petitioners IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT U.S. Postal Service,,, CERTIFIED MAlb", RECEIPT (Domestic Mail Only; No Insurance Coverage Provided) <0 D U') : OFFIC~AL jl -..d Postage $ r'- ';j CEKlIfled Fee D D Retum Receipt Fee D (Endorsement Required) D Restricted Delivery Fee (Endorsement Required) D U') r4 ru ..D D D r'- USE t1. n "f:G)~'U \:0 \c"i ,~', postmaij(/,: ' \~~\ ':;:~v~>':~~' ~~.;:'.> '0 " '''''/' -.' \;;.' .'". "~>l' -" '-S:'.f ~.~\": ,- '~~....~~,~;f,!';...;..~"- SENDER: COMPLETE THIS SECTION ,*1\1 'c:;f. . . . . .. . ~mpl~e ite~s 1, 2, and 3. Also complete item 4 If Restricted Delivery Is desired .' Print your name and address on the r~verse so that we can return the card to you. . Attach this card to the back of the mail piece, or on the front if space permits. 1. Article Addressed to: ,,~Slgn!ltu~ B. Received by ( PrlntedName) '7: JZ~ jJr;c~ j&I//'ce;; p- D, /JOx. J73CJd..- /Jcr/hl mIJ,rP flJiJ I D. Is delivery address different from item 1? If YES, enter delivery address below: o Agent LJ Add~ssee C. Date'oflDelivetoy I 3. Service Type a / J. 9 7-/3l .- ~rtlfied Mail 0 Express Mail o Registered ~etum Receipt for Merchandise o insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) Dyes 2. Article Number (Transfer from service label) 7 DD6 2150 D D DO 7638 8508 , PS Form 3811, February 2004 Domestic Return Receipt 102595-02-M-1540 : i IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT CERTIFICATE OF SERVICE I, NEIL WARNER Y AHN, ESQUIRE, do hereby certify that on February 19, 2008, a true and correct copy of a Petition for Distribution of Trust Assets of Charles E. Stansfield, Deceased, Under the Will of Charles E. Stansfield and an Order of Court dated November 30, 2007 with a Rule Returnable within 20 days of service was served upon the following below- named individual by United States, postage prepaid, certified mail ~~ Humm~~town, =;0 ~': .,.- ---n Pennsylvania, addressed to: -, ._~--~ --;7 \ en Pioneer Investment Management Shareholder Services, Inc. P.O. Box 55014 Boston, MA 02205-5014 , c.,r) -- .. I"~_n Mailing and return receipt cards attached hereto. By: JAMJMITH' DIETTERICK & CONNELLY, LLP NEIL WRY AHN, ESQUIRE Attorney .D. o. 82278 P.O. Bo 650 Hershey, 17033-0650 (717) 533-3280 Attorney for Petitioners IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT " u.s. Postal Service,TM CERTIFIED MAILM RECEIPT . (Domestic Mail Only; No Insurance Coverage Provided) cO f'- cO ...-'l - t" USE ~ f'- cO ~ Postage $ ~ S Certiffed Fee ",""''''''''''''-.." \~ "Jo 'P6stmarkJ~~\ - > ,(~bH;: c,\ CO, \. "" ". <0' \)~.;~:?!/ :; ~/tJ%!::L;M{[L.[~('J.Jf_l!L~. wi._. " 1C,. .1kl.-___ . - CJ ~:r~"d,:::.:O~:fJ, a vo Ss- ylj f'- n _ n._ n___.n....___nnn___n.~n.___.__.. __.__.7_____._..__._..____.__. _.__.__ ru CJ Return Receipt Fee CJ (Endorsement Required) CJ Restricted Delivery Fee CJ (Endorsement Required) ru CJ Total Postage & Fees $ lTl 9, L SENDER: COMPLETE THIS SECTION . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: A'CJl1~r- .J:hlJ(:f--kenf fJ7t'1n~ s~/tekJdel' Jt?/7/)e-er; ::t:Jqt. ,01 () , t3iJ'X 0~--cJ / 'f gMk/l1 /17 fI A. Signature x o Agent o Addressee C. Date of Delivery D. Is delivery addressdiffe~frOm;i~p11'~., 0 Yes ;:ES, enter deliv ;ry(~#:e~s,:e::n/}\ No . lCl9!lJ r- -:I ':fl!I!W " " ;>, ".~.ii~; 3. Service Type .:;S-eertified Mail 0 Express Mail o Registered :1'-Return Receipt for Merchandise o Insured Mall 0 C.O.D. 4. Restricted Delivery? (Extra Fee)- .;..;tes 2. Article Number rr ransfer from service labeQ PS Form 3811, February 2004 7007 3020 0002 4874 1878 Domestic Return Receipt 102S9S-Q2.M.1540 IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT CERTIFICATE OF SERVICE I, NEIL WARNER YARN, ESQUIRE, do hereby certify that on February 15, 2008, a true and correct copy of a Petition for Distribution of Trust Assets of Charles E. Stansfield, Deceased, Under the Will of Charles E. Stansfield and an Order of Court dated November 30, 2007 with a Rule Returnable within 20 days of service was served upon the following below- named individual by United States, postage prepaid, certified mail at Hummelstown, Pennsylvania, addressed to: Keeler & Danner Financial Services, LLP 5249 Simpson Ferry Road Mechanicsburg, P A 17050 Mailing and return receipt cards attached hereto. JAMES, SMITH, DIETTERICK & CONNELLY, LLP By: .~, , (J-l Cfl IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION 06-1125 ORPHANS' COURT U.S. Postal Servicem CERTIFIED MAIL., RECEIPT (Domestic Mail Only; No Insurance Coverage PrOVided) U1 <:[) <:[) ..-=l IJ;SE OFF I "0 . l[i .:r f'- ~ xf't: Postage $ S Certified Fee ru CJ Return Receipt Fee CJ (Endorsement Required) CJ Restrlcted Delivery Fee CJ (Endorsement Required) ru CJ Total Postage & Fees rn ) ,)ji.i'~" ,p~;:~t[\ Here ':ifl \ .... i~l .~;'~t'~":"'!,.~I/ f'- CJ CJ f'- . Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. . Print your name and address on the reverse so that we can return the card to you. . Attach this card to the back of the mailpiece, or on the front if space permits. . SENDER: COMPLETE THIS SECTION ;;;;;;7~ ro/11lJ~r: j-i'rJd/7cJ.d1 Jerv/~eJ, LLfJ S;t LiCj J,~ry>>(JI1. j-'pl"';j /dI. me'tildJ1iClb"?1 fJ /J /70">0 3. ~rvice Type ~rtified Mail 0 Express Mail o Registered KReturn Receipt for Merchandise o Insured Mail 0 C.O.D. 4. Restricted Delivery? (Extra Fee) 0 Yes 2. Article Number (Transfer from service label) PS Form 3811, February 2004 7007 3020 0002 4874 1885 Domestic Return Receipt 1 02595,02,M, 1540 ..".~ IN RE: ESTATE OF CHARLES E. STANSFIELD IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION Gerald L. Stansfield, Executor of the: Estate of Charles E. Stansfield, and 06-1125 ORPHANS' COURT Gerald L. Stansfield, Sandra K. Graeff, and Bryan W. Stansfield Petitioners CERTIFICA TE OF SERVICE I, M. Gail Geyer, Legal Assistant and Agent for J ames Smith Dietterick & Connelly, LLP, hereby certify that a true and correct copy of the foregoing Motion to !i~ Make Rule Absolute was served on the following this. day of May, 2008, via First Class U. S. Mail, Postage Pre-paid, from Hershey, Pennsylvania: T. Rowe Price Services, Inc. P.O. Box 17302 Baltimore, MD 21297-1302 Pioneer Investment Management Shareholder Services, Inc. P.O. Box 55014 Boston, MA 02205-5014 T. Rowe Price Services, Inc. 4515 Painters Mill Road Owings Mills, MD 21117 -4903 Keeler & Danner Financial Services, LLP 5249 Simpson Ferry Road Mechanicsburg, P A 17050 / I