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Marlin R. McCaleb ~
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219 E. Main Street ~ ~
Mechanicsburg, PA 17055
Re: Estate of Carole Rudy-:
Dear Attorney McCaleb:
Although I beg to differ, thank y~pu for your letter of November 17`i'. I see that we view
the meaning of "personal" differently.
The funeral luncheon that you offered to reimburse me for was a "personal" choice. It
wasn't necessary or obligatory; it was an action of family tradition and out of love and
respect for my dear cousin. In this case, I would not expect or ask for reimbursement.
The legal services that Attorney Beckley provided to the Estate were clearly stated in his
last correspondence to you. Understand that these services were not initiated by a
personal decision or for personal interest on my part. This action was taken as a
responsible obligation/duty to the Estate, as no one else had stepped forward to do so and,
as in everything else in Carole's life, I was the one to do so.
The "lapsed will" of Carole Patterson was dangling in limbo until Attorney Beckley was
able to research and determine whose hands the Estate would fall into. I had informed
the Wallace's of this action at the time of the funeral luncheon and they made no
objection. When I was made aware of the beneficiary designation by Mr. Beckley, I then
acted through personal choice by offering my help, knowledge, assistance, etc. to the
Wallace family members. Being a personal choice, I had not expected reimbursement for
the expense of postage and supplies. Since I had not heard back from them but, brought
to my attention, that they were not permitted to speak about the situation to anyone, I
took it to mean that they did not intend to accept my service. It is my belief that this "not
talking" was imposed on some of the family members through intimidation from one of
their own; I hope this has not reached your judgment. Up to this point in time, I had
never met Attorney Beckley and am very embarrassed that he has had to wait such a very
long time for payment.
r
Marlin R. McCaleb
December 3, 2009 Page 2
It is too bad that you had not communicated a desire to collect all outstanding expenses to
declare as deductions on the inheritance tax return. I certainly was not aware of that. I
was always available for your office to contact.
Again, please pay Attorney Beckley's invoice from Carole's Estate, send me a check for
the kitchen work, and do not concern yourself with reimbursing me for the personal
choice of offering the funeral luncheon to all friends and family members.
~er~ truly yours,
~-~~
Pat heibley
cc: Cumberland County Register of Wills
Attorney Thomas Beckley
E/~'1~/Ca~'GW/l/ Vf/. C/~~W CJ~~fTiC/(Y'
FRANKEBERGER PLACE
219 EAST MAIN STREET
P.O. BOX 230
MECHANICSBURG, PENNSYLVANIA 17055
717 891-7770
FAX 891-7772
November 17, 2009
Patricia Kempf Sheibley
418 Candlewyck Road
Camp Hill, PA 17011
Re: Estate of Carole J. Patterson, Deceased
Dear Ms. Sheibley:
,CG~~
Thank you for your letter of November 11, 2009, and the
information included therein.
I have asked Mr. Beckley for his explanation of the legal
services provided to you and how those services were of benefit
to the Patterson Estate. I am still awaiting that explanation. ,
My concern is that if the Estate assumes responsibility for your
personal legal expenses, it will have to do likewise for the
legal expenses incurred by the other relatives.
We will certainly be happy to reimburse you for any sums you
advanced for remodeling the kitchen or for the funeral luncheon.
Please provide me with invoices for the same. It is too bad that
we were not made aware of these items earlier, so that they could
have been included as deductions on the inheritance tax return.
The paint and paint supplies are still at the house; I did
not know that they belonged to you. I will be happy to meet you
there so that you may retrieve them.
MRM/eaf
V y tru ours,
Marl ' iz R. McCaleb