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HomeMy WebLinkAbout04-28-06 I ~,, I In, Re: :, IN THE COURTOF COMMON PLEAS. ' ~. ' CUMBERLAND COUNTY, PENNSYLVANIA.- ESTATE OF HOWARD, C. GALE ORPHAN'S'COURT DIVISION ni ~ N0: 1998-629 { '.,i ~~~ - PETITION POR 11PPOINTHENT O1 BUCCE9SOR TRIIST88 ' ,,; ~ ~~- IN ACCORDANCE KITH 20 PA. CON9,. 9TAT. (7101. ~ ~ ~~ . °' AND. NOW,. come Petitioners, Michael J. Gale, Howard C. Gale, ~. r: :-II T'; Bllen Michelle Gale, and Milisea G.Gale; by andthrough. L~.~ (.~ 'their attorneys, Law Offices Stephen'C. Nudel, PC, and' respectfully state that: 1, Howard -0,_Gale ("Decedent") died on January, l9, 1998. ' .leaving a Wi11datedJanuary 2, 1998, probated in the office of ~. - - theRegieter of Willa of Cumberland County, Pennsylvania on ~ ',~. ~~ OB/5/98 August 5, 1998 to Probate Number 1998-629. A true and correct copy of the Will is~attached heretohas Exhibit "A". I~ 2.. Under the Seventh Paragraph of the Will,. Robert.J, 'Trace, Eequire,~wasnamed executorand trustee, Under the Seventh ~ ` Paragraph ofthe.Will, Jean Seibert, Esquire was to serve ae executrix and trustee in the case of Mr. Trace's death or ~ ., `•'~ ;~i~ inability. to serve: ~ ~ ~ ~ 3. TheFourth Paragraph of the Will etatesin pertinent - ' l~ .,_': • part, "Igive,.devise and bequeath my. entire interest in the, Country Club Park Development Co., Inc. to Robert J. Trace, Esq., ZN TRUST NEVERTHELESS,. ~. and at (Julie F. Gale's) death the principal and~the ,assets ~, 1 )V;~ I ~~. ~ . ~1 ~ i. r , .'reduced to~caah and the,aum realized'shall be divided equally among'my grandchildren and atepgrandchild." 4. The Fourth .Paragraph of the will establishes the pruet, hereinafter referred to asthe "Country Club Park Trust."'~ . ~~ .. ' " 5.'. It ie believed and therefore averred that Mr. Trace.. eervedaeTruetee of the Country Club Park.Truet until his death on February 15, 2006. ' ~ 6. The, Country Club Park Trust continues and it is .necessary thata~truatee. be appointed'in the place of RobertJ.'~ ~~, Trace, Esquire. '. ~ 9. Although, named as an alternative trustee in the Will, Mra. Seibertadviaed Petitioners that Mra. Seibert would not ' ' ~ serveas trueteeof~the Country Club Park Trust. A'true and ' ~ ~ correct copyof correspondence from Mre. Seibert is attached u hereto has Exhibit ^e". B. It is believed and therefore averred that there ie~no ' .current trustee of the Country Club Park Trust, and it is '. ~ necessary that a trustee be appointed.. 9. Petitioners are asking this.Court to appoint a truetee.~ i~ ' ~ 30. The Petitioners areall the Descendant's grandchildren _~-. asreferenced in the Fourth Paragraph of the Will. - .. ,.1 ~ ~ .. 1 y' ~ .. •.. ' ~ ~ _ ~. I . ' ~ ,. 11'. ~Thenames of allpereone having an interest, vested or ,'~ " contingent,in the Country Club Park Trust areae'followe: ~ ' MichaelJ. Gale Howard C. Gale, iiI ` 11 Meadow ROad 93 Reverknolls • Chatham, NJ 07928 - Avon, CT 06001. ~ ' , ~ "'" ~ ~ -Grandchild Grandchild , - ~ fillen Michele Gale Miliesa G. Gale ~ , 2627 Cox. Neck Road 152 Holten Street Cheater, MD 21619 Danvers, MA 01923 Grandchild ~ Grandchild. • Julie~F. Gale ~ Anthony Roseognoli 105'Fairway Drive C/0 Julie F. Gale ; Camp Hill, PA 17011 105 Fairway Drive Camp Hill/ PA 17011. t ' Life Tenant Step grandchild • ~ ~ •12._ Under the Fourth Paragraph of the ,Will, the principal - of the Country C1ub,Park Trust consists of'aone hundred percent (1001) interest in Country Club Park Development Co.~, Inc. • , 13. It is believed and therefore averred that Country Club Park Development Co., Inc., currently owns and manages six (6) , apartment buildings and one(1) house Erom which Country Club Park Development Co., Znc. collects rent. ~ ( .~y 14.The Petltionere do not know the"current value of the R~ i Country .Club Park Development Co.,.Inc., orthe,amountoErent . ',; ~. ~ r ^~. ~ •~ collected from the referenced properties. ~ , ',~~'c} ' ~, . 15. Itis believed and. therefore averredthat, as of the .. ~'~ t ~l 1 date of thiePetition, an, accounting of the Country Club Park. ~ ~ i. Trust andtheCountry Club Park Trust assets was not and has not ` I i been performed. I I .. ~ ~- ~ ~ , ~% I',:.+ ~ ' . ... ~. , 1 ~ ' i c I - i ~ b 1, - ~ ' ~'~~ ~ . ~ 16.~Itie believed and therefore averredthatthe assets of ~ ' . ~ Country Club Park Development Co., Inc. including, butare not, ~ + - ' ' ~ . ~ limited to; the ownership of real property referenced above are . , , 1 `~ ' worth in excess of 51,000,000.00. ~-- - ,: s '. ~rs ' ~ :- 17. Petitionersbelieve and therefore averthat Julie F. ;, . ~~ ~ ' ~. Country Club Park ~ Gale,thelife tenant, is the President oE ~, ~. _ Development Co.,. Znc. ',~ 18, A trustee is necessary in order~to guarantee that the ' I aseetaoE,the Country Club Park Trust are•preserved.,and protected.. - , i `; - 19. The Seventh Paragraph of the Will,epecificAlly states that the Trustee shall servewithout bond. ~ ,. ~ WHEREPORE, Petitioner respectfully requests ,that this Court . , aPPoint a Trustee. ~ : ~. • , _ - ~ ~ Respectfully submitted, ~ ' jt ~. LAW OFFI HEN C. NUDEL, PC ... ~ ~"~' ,. / ' Date: 4.^i /-v~Q / i ) t n- NU el, Esqu re / P v Attorney ID 841703 ~ Andrew T. Kravitz, Esquire + ~-~ - Attorney ID •N80142 ~ , 219 Pine Street ~ ~ - - li ~~' Harrisburg, PA 17101 ' '(717). 236-5000 ~ l `o; fi' Attorneys Eor Petitioners- ` + + °,i +. . ~, ~ i ,. I V " !' I ~ ~ ~. + .. 1j i ~; ;'. ,: . i j ~1 :, is ~ ~. u,. ~ ~ .. ,, i u~~~ ~~~ _ ,_ , , , r ,, `; ~~ . ~. ~~ . ~ ~ ~ ,, ,~ f ,r!! 7 ~ ~ ~, . .. k; i a I, ~H `N 11 ~ , ~ ~ ~ ~ '' ~ I t d ~ ~~ ~ ~ f'y! !• a ,, ~. EXHIBIT "A" ~ ~ ~ ` ~ .,I . : , ~ if r. .`, ~; , ~ ` ~..' ~ , ~ 1~;~'~ P 'i4 ... ~ ~ '! ~+ ~ l~ ~: ~ }~ . .. ~ 4.~. t~. '. t~~r ,~ { I .. ~ , ' ~, t j LAST WILL ANbTESTAMENT . ~ y ~ ., I, HOWARD C. GALE, 'oF,.Nampton Tovnship, Cumberland ~ ' County, Fennsylvania, being of"sound and disposing mind, '7 :,:. memory and~undecstanding, do hereby make,~publish ,and .~+ ~ declare Chia to. be my Laat ~Wi it and.Tea tamest, hereby revoking ra,' " ~' any and all .former vills and codicils by me heretofore made ~.' at.anY time.' ~' I FIRST:, I~diract thab my funeral expenses be paid - . ... ~ _. ~ . ~ _ bymy Executor, hereinafter mentioned, as soon after my :. decease as,may be convenlen t. SECGNDs I give and bequeath my ~automobllea to my,vife,.. ~_ Julia F. Gale. THIRD: I give, devise and bequeath my entire interest in the Hovard C. Gale Development Co., Inc.to my wife, ~~ Ju11e F. Gale and al 1. of the shares of stock in my name '. ~ shall be Lrans£eredor reissued in her name. Roth she and my 'Attorney, Robert J. Trace, Es q.shall'determine the future af~theHouard C. Gale Development Co. , Ise. ~~ ~- ~ FOURTH: L.g1ve. devise andbequeath my entire, interest in the Country Club Park Development Co., Ins. to l Robert J. Trace, Esq., IN TRUST NEVEATHELESS,vith the provlslon that all of thenet income shallbe paid overto -~~ my vife Julie F. Gale, for the remainder. of her liFe and ' I i ~. at her death, the.Trust shall cease and the principal' i.. and the aesetsreduecd to caaha nd the sum. reailzed shall ~ ~ be divided equally among my grandchildren.: and step'grandchi id., ~ ~ - ~ .. FLFTH: Zn Ghe event that the property Sn Davnhln Covney I i situated along theLingleatovn Road near NorthPragreas ~ ~~ Avenue, consisting o£ 102Acres, more or less, is sold on , an agreement of sale over a period of Ten (10) years, I~ i i .i give devise and bequeath from the proceeds ,d erived,the sum - oP Fi ve ,Hundred Thousand-(¢500,000.00) dollars to my son i ~ Howard C. Gale Jr., such sum to be paid to .*,Sm over a period ' :.r. I of Ten (30) years, not to oxcoed the sum. of. Fifty Thousand ` ~,I.. (50,000.00 dollarsin any one year ., However, in the event ~- I that the. Hankrupecy Court or any court of record should ~ determine that Hovard c. Gale, Jr. awns any interest in Hova rd C.-Cale Development Co., Inc., the bequest set forth + inParagraph Fifth shal 1. fail and become null and void and I shall become part of my residuary estate... ' ~ SIXTH+ All taxes shall bepaid ou t~oF the pr oceeds'ot my eatateas if they were expenses of administration. - .. SEVENTH: I nominateand appoint RobettJ. Trace to bs tihe ~~ ~Exacudor and. Trusteeof this, my Last Will and Teetament , ' - ' ~ and if he be deceased or incapable'of serving , I then ' . i naminato Jean Seibert; Eaq, of his of lice to be the Executrix ~ .and Trustee of this mylast Will and Tes tament. all to serve ~ without bond. i ; EIGHTH: i authorize. and .empower my Executor or Executrix, , 1 i as the case may, ~be, for the payment ~ofdebts or for any /: ^. ~ _2_ :..pyr, ;, ~~ q)' s } ~~~ Pi~'i . ' '~ ' purpoe eof administration or~distribution, at'any eime , ~ ~ within Two (2) years from The date of my decease,to sell all or any of myreal estate oc Dersonai property, at ~ ~ public o¢ prlvatesale,. for. such prices and upon such terms, ae to cash or credit as may be deemed beet, xlthout ~l iability . ~' _ ~ on the, part of tha~pvrchasers to see to the application o! ~ ~~ ~~ ~-~ _ ~ the purchase monies. Thts power shall not be considered to ;. ~ I ~ - vorka conversion of a ny real estate, until the'pover is •. - actually exercised, norshall this power be construed to ~ ~ extend the lien of debts. ~~ 11 ~ NINTHS I authorize my Executor o~r 'Executrix and Trustee to - ~ conduct any~businesain which i am engaged,• or in which I , i have an interest, at the time of my decease, except the ~ . ~ Howard C. Gale Development Co.. Inc. which I have devised to ., i . my wife, forsuch period as he ,or she shall deemproper, - ~ ' with power to borrow money and pledge the assets o! the ~ , - business and with power to do another'acts that I in<my iifetime could have done; or todelegate such povers'eo any ` G `~. partner, manager or employee, without liability for any loss •, ~ ', oeeurinq therein, provided ,~hovever, that no asset o! my , 'eetato. other than that which I~have devoted theretoat the ,~ , , time o! my decease, Shall be used thereinor be liable for' (,'. i the debts and contracts ofsaid business.I authorize my rr S.' ~ t Executor ar 'Executrix and Trustee to make public saleor , private sale of said business, including the real and personal -3- i r ~ rvj i , . property shareof, at such times, and For such price or prieas,'.and upon such terms.as to cash or .credit, with or. xithoun saeurity.£or, ehe purchase price, as may seeai,bese. ` ~~~, j . ~ _ ~ ,and to execute all assignments, agreements or conveyances ` ~ tothe purchasers, rlthoutliability on the part eP tho . ' purchasers to .see tothe application o! the purchase money eh .. y, TENTH:" I authorize my Executor or Executrix, as tha ,case ~ ' ~ may be, to retain all stocks, bonds and other investmants ~ ~.. ''' . - ~ made by me .for. distribution in kind, or in his or her ~ . discretion to'aell ,and transfer the same ,eiEherin person ~ I or by attorney, vithout liability on the part, of the ,~ purchasers to see to the application of the putchase money, ~ I ~ . ELEVENTH~,~A11 the rust, residua and remainder,I give, ~ ~ ~ ,~.~ devise and bequeath to my Trustee, hereinbefore named, in ' , TRUST NEVERTHELESS,. and anySncome derived shall be paid on~a quarterly basis tomy. wife JulSe F. Gale for life and I at her. decease,. the principal, if any, shall be ~diatribute ~ to Howard C. Gale,.Jr.. Suzanno~Galc 'and Leica J. xarchor, Eheir.heirs and assigns,, share and share alike. ~ ; INWITNESS WHEREOF, I have set my hand and seal this •o~~ day o! January„1996. ~7 /rV/~I a ltwY ~° ~ t D JJ . I1 a ..Ac/ [L a G Howard C. Gale /~lurM.~ /J ~. ~i~.w~ + Witness ,. " I '. ~.UA.Q,NL ~ .. Witness _q_ U l ~" it YVHI,VPn~nr.•. . i ' COINTY OF P11MRr9} AND ~ Wg,govardC: Cale". ,. Naraaret a. Trace ,and Susan T. Nevten , The Teetat g,~ and the ri tne9ae9, ~~ respsotiva ly, rhoae nemee are signed tothe attached or toregoing Snetruaent~. Doing fist duly ore rn, do hereby declare to the vndarslgned authority that ~~~ the Tcrt atoms algnad 'and a%e toted the inatrumentao hfs Lnat Will end Tee teener .and that ha hadaigned rillingly (orwillingly directed " etro they to adgn for ~_) and drat ~, ha executed 14 de hire ,free and - voltintaryaet for the purpoeeo therein exproeoed, and that eachoi ths~ " -ritnaeaes, in the presence and hearing et.,che Teetat 4L. signed, the Will ae s rltneea and that to the 'beet of hio or her knoxledge, the Teatatpr_ -xae at that eighteen (1B) years of age or older, of .sound mind 'and under. no constraint or undue SnSluence', and I, the Bald Testator .do hereby seknowladge that I signed and executed the inetruaentr ns my .Last Will and .Tae tement, that I signed it will Sngly,and that L signedit ne 'my free,. and voluntary act for Lhe purposes theroSn expi•e aced. I/ fj ' Toatnt mt_•~ .U ~ ~~. ~ ..~ , l+w,~l-rte Witnoao ' ~Subaeribed, acorn to and " ' neknowledged ,baforo ma by ~„ Hovard C_ (.eta the Teatnt~,L and subaerlbed .end scorn to before mo. by ~- ' Margaret B. Trace and Susan T Nrvrr,n ' " xltneaoee, thin 2nd dey o: Jnnuarv , A. D. 19 9g. ~(~3Y ~ C ' NOTAAIAL 6EAt eAtAGWiEf T. FOSTEg, NoUrvtY PuOiia . GmD HID, PA CumGrtend Cau M/CamnraSOn BpUes Aup.1.2~ " a5 ~j , ., . ' LAW OFFICES I I (I I _o ~ ~~~ ~ ~J~ VVV i I IO S LOCUST 9TPEET P0. SOA 1121 NAPPISSUPO, PENNSYLVANIA 17100.1121 . ~ (7171270.0]01 VICTOP A. SIHL ' ~ bAYIDA. WION IIITIt7bIK00 MCOUxfFI FPANC18 A. 2ULl1 FAI(QITI 2]50100 t JEAN D. 9EIBEPT EmMI: wvegmintlmnnq.e0m 11] EAST LUIN 9TPEET ' ' NUMMELSTOWN~ PA ITD74 ` Alarch 29, 2006 vnl ss4.2sD1 ' }; ~ ., .. ' ... ~ ~ JlL'pI1C11 C. KUt1e1, ES4UIIY ~ ' ~ STEPHEN C. NUDEL, P.C. . ~ ~' ' ~ ~' ~.219PineStrcct ~ - ~~ ' i Hamshurg, PA 17101 '. ' , RE: Iloward C. Gale . - .. ;DearSlcvc: Thank you for your correspondence dated illarch 21, 200G. As I had indicated to you in our previous telephone conversation, I wish to rcitente in writing that 1 have no knowledge oCthe ~ ~ ~~,~ ` '.. Country Club Purk Development, Inc. Tlvst, nor its assets, or anything rclmcd to any possible bunk ' accounts at financial institutions, etc. in the mm~c of this entity. I also am reiterating that 1 will not ~~ serve in the capacity of Successor Tmstee of This Tmst. I have never seen any reconls reganling this ~ ~ Trust and I have no idea concerning the administration of this Tmst. ~ - 1 have made a7ew telephone calls and ascertained that no estate at this point has been raised Cor the decedent, Robert J. Trace, in Cumberland County, his county of residence. Any files I .. regarding this Tmst would have been in his possession. 1 am prepared to csccute a renunciation 1 • ~ document to be filed in the Cumberland County Orphans' Court so as not to delay}hc administratiwl - I ~ , ~ ofthis7mst. .' ~ . .Thank you for your uadcrslanding in this matter. ` ' + : I 1, Very tmly yours , / ~ ,~~~, / ~. XJ r .a ~ ' / 144d D. Seibert i , ti JDSlkl1 i ~~ ' ~ ,~ ~ I' r Y ` ~ I',. . I i. ,,, l I :; 1. I i ~~ t ~ 1~ ~j jl I} ~T(~ ~ 1 1 'r~.. .!' l+ ~i,; ; 1 G, ~1 ;' .~'.. ', ~.: L .. y ;, ~ ~ In Re: ~ INTNfi COURT OF COMMONPLBAS , ' : CUMBERLAND COUNTY, P8NN8YLVANIA, ~ ~. '~' BSTATB OF HOWARD 0. GALfi : ~ " I' ~ ~ ~ ORPHAN'S COURT DIVISION ~ .- NO. 1990-629 ~ _ ~~ ~ 1 ~ CSRTIlICATS Ol 88RVICS, I hereby certify that a copy of the foregoing has been duly i " servedupon.the following,by depositing a copy of the same in ,~ the,United States Mail; first-class, postage prepaid, at ' ~. Harrisburg, Pennsylvania, ae follows: ' + ~ iv ~ Julie F. Gale ~ ~ ~,~,~~ 105 Fairway Drive „~' _ !~ - ~,_ ~ .Camp Hill, PA 17011 ~_ •t.)~ ' ~ ~ ~ ., _ fJ Cv .. ~ ~ ' '-' ~ '`= , ,. Anthony Roesognoli - ,_, C/0 Julie F. Gale ~:. 105 Pairway Drive °' Camp Hill, PA 17011 Date: l}.~-O~ 1 An ew T. Krav tz, 9equire - ~ ~ torney ID #00142 ~ .. ~ ~ 219 Pine Street ' ~ Harrisburg, PA 17101 ' ~ (717) 236-5000 Attorney for Petitioners i ~.