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HomeMy WebLinkAbout07-07-06 NO. 1996.629 ~ ~ PETITION TO FILE ' ~ - .`- ~ 1~ ~ AMENDED RESPONSE j ,' , ~3 ~, ~ t=:, comes JULIE F. GALE by her Auomcy David H. RadclilT, and rn ~,' + AND NOW , j ~ petitions your Honorable Court as follows: a .. ~ ..~i '~, l..On or about May 22, 2006, Petitioner filed a Rcsponsc to Petition and Rule to Show Cause filed on behalf of four beneficiaries of the County Club Park Trust. ~ ~ . ~I ~ 2. Petitioner had incorrect information conccming the assets of the County Club Pmk'frust m the time that Rcsponsc was prepared. , ~ j ~ 3. Petitioner directed her attorney to obinin copies of the deeds for each parcel of. ~ rent estate owned by Country Club Park Development Company, Inc., the sole asscl of the Tmst. ~' I i 4: Petitioner's counsel completed the examination of the records of the i' Cumberland County Recorder of Deeds O(tice on or about June 26, 2006 and presented the results to Petitioner on Junc 27, 2006: ~ ~ ~ ~' i .. ~ ~ 5. Petitioner learned that five (5) pnrccls were incorrectly identified on the ~ I ~ `' ~' 1 j. CumbcrlandCounty Tax Assessment Records as owned by Country Club Park 1 Development Co, Inc., when in fact those tracts have been owncdby HowurdC. 1 ~ ' ~ ''•. I ~7 ' -, I ~ Gale Development Company, Inc. (successor by merger with Country Club , ~ ' - Park, Inc.) for thirty (30) ywrs. G. Petitioner therefore requests permission to file nn Amended Response to t i' ~' . , . '. . ~~; ~r: p+i. ' s ~~~ 1 ~ ~f`~1 i i,, . I. . Petition to include specific infortnntion on the parcels curicntly owned by Country Club Fark Development Company, Inc., and those parcels incorrectly identified in ~ ~ . ' the Tax Assessment Records as belonging to Country Club Park Development _ Company, Inc, - '~' 7. Petitioner would amend her Rcsponsc as set forth in the auachcd document. , 8. Petitioner's counsel fonvardcd a copy of this Petition with the Amended Rcsponsc attached to each uttomey of record and the unrcprescntcd beneficiary ,,. - on Junc 29 2006 with a rcqucst for concurtence in this Petition. Counsel for Legacy Trust Company sorted that his client does not oppose the Amendment to the Rcsponsc and Anthony Rossignoli stated his concurrence in the rcqucst for permission tofilc an Amendment to the Rcsponsc. Steven C, Nudcl on bch¢If of ". his clients' stated he did not concur with the rcqucst and a Rulc to Show Cause is mtachcd. ~NHEREFORE, Respondent respectfully requests your Honomblc Court issue ¢ " Rule to Show Cause why an Order should not be entered licrmilting the amendment ofJulic " F. Gole's Rcsponsc to Petition. , Dated:C//~~~~~ Respectfullysubmittcd, / / RadcliR'Law O11icc, P.C. David H. Radcliff; Esquif Attomcy ID H 25483 20 Erford Road, Suite 200. Lemoyne, PA 17043 " (717)23G-9318 , ~ .~ 7 ,4 ~} n ~ Y Qi L t r3 ~+~1' v~,, ;i,: ~~ ,', ..,jr. ~ 'C ~< I a ~~~ ~~ai ,F ~~s ':~ws f , ti) r ~0. , j In Rc: :IN THE COURT OF COMMON PLEAS :CUMEGRLAND COUNTY, PENNSYLVANIA ESTATE OF ' HOWARD C. GALE. Deceased :ORPHAN'S COURT DIVISION NO. 1998-G29 AMENDED RESPONSE TO PETITION '~ , , AND RULE TO SHOW CAUSE i' AND NOW, comes JULIE R GALE by her Attomcy David H. RadcliR; and in ~ ~. ~ response to the Petition of Michael J. Gnlc, Howard C. Gale,111, Ellen Michelle Gulq and Milissa G. Gale and the Rulc to Show Cause, stales as follows; i l . - 4. Admitted. Dy way of further answer, Rcspondcnt JULIE F. GALE, the ~ widmv of Howard C. Gule, Sr., is an adult individual residing at 105 Fairway Drive, Camp :Hill, Cumberland County, Pennsylvania. For purposes of this Response the name "Country I' , i~.;. ,. } 5'> ~,'i , j i; I ,:ii ,: ~~;.~. , ,. , r ;:,, Club Park Trust" trill also be used as the destgnauon for the testamentary trust under the Will of Howard C. Golc, Sr. - 5. Rcspondcnt is without information suEicient to form o belief as to the truth of the averment of Pamgmph 5 mid proof thereof is demanded. 6. It is unclear whether Country Club Park Trust has been funded or whether Country Club Park Development Co, lac. remains an asset of the decedent's cst6te. Respondent is the life income lxncficiary of Country Club Park Trust and is living. Rcspondcnt avers that the Country Club Park Trust should be funded or that it should continue, if funded previously, and requests that LEGACY TRUST COMPANY, a Pennsylvania corpomtian, having nn address of 2600 Commerce Drive, Hamsburg, Dauphin County, Pennsylvania be appointed as Tmstce. A copy of the Trustee's ' Acceptoncc of Office of Trustee is attached. . ~ ~ ~ I .. 1 i ' ~ ~ ~. 7r AdmilteJ uplm InliiminUon anJ belief. ~ 8. Respondent I+clicvcs and thcrcforc nvers thn(Rohcrt J. Trncc mny oat have ' ~~ . ~ rnmplctcd the nJministrntimt of the dcceJcnl's estate. Respondent agrccs that na tmstcc , ~ ~ 110.4 SUCCCCJCJ ROI1Crt J, Trnee (\1'ha i3 JCCC0.SCII~ AS tmS1CC Of COUnIry CIUb PArk Tmet and i ' ~ ts that LGOACY TRUST COMPANY be appointcJ as successor tmstcc by Your ^ .~ . rcqucs ~• , , j }lonornblc Coun.. ~ _ 9. Rcslxntdcnt Incoryxirntcs the m'cmtcnls of Parngmphs G and 8 above as her i ~ rcsponsc to l'nmgmph 9. ~ ~ ~ . , 10.' AJmittcJ. i - I I. Admilled except ns to the adJrcss of Anthony Rossignoli which is 138. Kulhlccn Lnne, Wyomissing, I'cnnsylvanin,19GI0. 12. AdmiucJ. U. I'ctitioncr is without information sufficient to form a belief as to the truth of ~ , the nvcrment because nn uddresscspr other identification of the alleged apartments and ' house is mode. Ily way of further answer Petitioner avers shot only the following parcels of rcnl estate arc o\\7tcJ and ninnugcd by Country Club Park Development Co., Inc.: F { °f ~ 520 Colmty Rood, Camp Hill and { , ; 7 I'nrgrcen lioad, Cnmp Bill ` ~' ~" ~ '!~ tr Ok~t1!s ~ ~ ' PCliti011Cr further SIAII•S Thal all ar abOUl March 17, 2000, a lot al Green and Chestnut ~ ; ~ ~i ' ~ Strccis, Cnntp I till,14nn3ylvmtin, anJ on or about Junc 20, 2003 a lot on North 32"a ~ ~``•v r ~ ~ n ''? Gunp l till, I'ennsylwnin, \verc sold in the nomtal course of operntions by Country Slrcet - i G '~ . Cluh I'nrk Devdnpntcnt Contp;my, Inc. In addition, Respondent believes that the ' 1 ; i ;s~t ~ u t; s ~ ~,:;~ Ft i " r ;n ~~ t;J~,, I ... 4 4: ~~j~(~ . • 1 ) X1 .IN.i ' t~ 1 f - ~ l:.1~, l {-/j ,j ~IM1g~ ~ ~ ~~ ' i i following properties rcponcd by the Tax Assessment Office of Cumbcrlnnd County as .~ ' ! ~ ~ owned by Country Club Patk Dcvclopmcnt Company, Inc., arc actually owned by ' , ~ ~ .Country Club Park, Inc., now be rcnson of merger Howanl C. Gulc Dcvclopmcnt Co., , 'Inc.: ' 520 Fninvny Drive, Cnmp Hill 22 Country Club Place, Camp Hill I 6 Fargrcen Rond, Cnmp Hill - i r ~ ~ ~ 55 Circle Drive, Camp Hill j'.. , -09 Circle Drive, Camp Hill -. ' ~ 14. Admitted on infortnntion and belief. ' ` I5. Pctitioncr is without information sufticicnt to farm o belief as to the Guth of the 6vermcnt of Parngrnphs J5 and proof thcrcof is demanded. In further response ~ ~ 1 ; '~ Respondent incorpornlcs the response in Parographs 6 and 8 above. - - ' ' ~- ~ ~ , 16. Pctitioncr is without information suflicicnt to form o bclicCas to the truth of the ovcmtent of Pnragmphs 16 and proof thcrcof is demanded. In Cunhcr response _ ~` Respondent incorporates the response in Pnrngrnphs 6 and 8 above. ~ , 17. Admitted. ~ Ir ' ( ~,. I8. Admitted.. In funhcr response Respondent incorporntcs the response in t ~ u i~ i ' ~ Parngrnphs 6 and 8 nbovc. ~ `' ~ li ~„~!>~ i -~~ 19. Admiltcd. ~ ~ r t~ k`:~ I a ,~ ~' WHEREFORE, Respondent respectfully rcyucsts your Honornblc Coun appoint '~''~f~I~;G t7k ft a I ~, LEGACY TRUST COMPANY as Trustee of the Tcstamentnry trust under the Will of ~ 1 ~; r ~ i ~ c~tr„fi, ,~~t ' >>, '~~ ~~y ,, `,:rr~ 4 i ~~~T , ~}, ,..... M,.-•urar s a~t4~ ~, ~y~~+~ r r';1 r ~t4 ,.~' y r . 'p Yj Sa 1M1 ' ~ I ) (1 ~.'~ ~ ... ..1,. (I Yf ~ ~ ~. ~ 1 ~ ~ ~ i I. ~ 1 ~ ~ i .. i ' VBRIpICATION ~ ~ I ~ ' ~ r The undersigned verifies that the avcrmcrts in the foregoing Amended Response to ~ , " rc we and cortcct to the best other knowledge, information and belief. This' ition Pe u t " " ~ verification is made subject Io the penalties relating to unswom falsiftcalion to outhoritics , I at 18 Pa. C.S. Section 4904. "' ~ i ,; - ~ ,~. i ~, Julie P. Gale , , j i. ~ ~ :: i l I . ~~ I , y ~ ~;; l ,: , 1 . , ~~ n 1 i~ r ~ , ~. 1 ~ ~ .. ~ 1 1 ~ ~' {~ { 5 ~ t « ~ tl l )i +~.a{ ~ 1 j y 1~4 <, ,,' i ~~ , ,r , , .. ~ ,. .., ~ ~ ' ~ °.1~w9(tF i ~7d ~2 iii , , pt ' 1 ~ i ~ r ~~ t ~~ ~t ~ 4 ~~ ~ ~{(, ~{ ~ v ~ ~ I ' q °4!J' ~ r~{. j r i b r` , ~ ~ '~,f~~~s'%',. + ' + + IN RE: ESTATE OF HOWARD IN THE COURT OF COMMON PLEAS C. GALE, SR, :CUMBERLAND COUNTY, PENNSYVANIA i ORPFIANS'COURTDIVISION ' ~ ,~ ~ N0. 1998629 +, ~, 1 ;: i grrEpTANCE OF OFFICE OF TRUSTEE ~ ' Upon the condition that the order of appointment provides that it shall have nu liebiliry for any action of Robert J. Trace (or any inaction by him), LEGACY TRUST ~ , , . " ., ~ COMPANY accepts the office of Trustee of the Tntst created under the W iIl of Howard C. Gale, Sc, Deceased, dated January 2, 1998. Legacy Tnut Company i i Dated: as-as-oc„ Attest: ' yO~f,~ dff Director of Personal .Trust Services ,,. (, y .'. , Ih M1, i } 1 gryl f( Jt~'!° A >if. `~ Y .. ~ ~ ( F~li 11 i ~ X 1 ` ' ~;,~, ~ ; + 'ir'e li~ „ i I ;~~ , r ~~ , I t y E ~~ ay t ~ ~ , F r ~~ ~ 5 , - wt ~ 1 ,M1 ; ~ , 1 r hC ' } J7 ~ 11 pp ~ft~Y +- ~. i '„+k i + 'h'+. 4 ,h* , ~, ,~, + , tr 3 ~ + h ,b _ ~ ~~ {Ij {IjY,~~,$$~~ 1 Y~t+llN~.ilY ,; ~~ ~. ~, • ,. ,, ~ I. CERTIFICATE OF SERVICE • ~ AND NOW, this 7th day of July, 2006, I, David 11, Radcliff, hereby certify thot I ~ have served the foregoing Petition to Filc'Amcndcd Response with Itulc to Show Cnusc ' , t ! by mailing a true and cortccl copy by first class mail, postage prepaid, addressed as follows: I Stephen C. Nudcl, Esq. Andrew T. Kravitz, Esq. ~ LAW OFFICES OF STEPHEN C. NUDEL, P,C. ' 219 Pinc Street Hartisburg, PA 17101 ' , ; . ' Attomcys for the Petitioners t ` '~ j James D. Cameron, Esq, ~ 1325 Nonh Front Street i Hartisburg, PA 17102 ,, ~ _i Attomcy for Lcgncy Trust Company , i Mr. Anthony Rossignoli , 138 Kathleen Lane Wyomissing, PA 19610 „ .. ~ - ~ Pro Sc Ocneficinry ~ ~ ! i ~; ,/ ~ a.( , t~, , ~ +': ~ t ~ t f . , - David H. Rndcli ` t`~i ,n' Attomcy LD. No. 25483 Suite 20D 20 Gfard Road ~ ~ h Ct(^' a t'~E~' , ' ~ 4~ { A 17043 Lemaync, l x y (717)236.9318 s ~i = ~, I ~ ' ,. 'Attomcy for Rcspondcht,~Julic F. Gnlc ~ ~ ~ '+° i ~•` ! ., ., i .r• vaicwa/ • ,.. ~aY