HomeMy WebLinkAbout03-23-11IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
IN RE~
ESTATE OF DAVID H. CLOUSER ~ ORPHAN'S COURT ~?
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NO. 21-2009-0204 a ~'
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CO-ADMINISTRATOR'S MOTION FOR RELIEF - _ \ -
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AND NOW comes Petitioner, Douglas Clouser, as co-personal ~' ~ ~~,; `,
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representative of the above Estate, by and through his Counsel, Michael O.
Palermo, Jr. and files the following Motion for Relief`
1. Your Petitioner is Douglas Clouser as co-personal representative of the
Estate of David H. Clouser.
2. Respondent is Debra Houseman, additional co-personal representative
and sister of Petitioner.
3. Petitioner and Respondent serve as co-representatives pursuant to the
Last Will and Testament of the deceased.
PERMISSION TO SELL ASSETS/CONTRIBUTE TO STORAGE FEES
4. Paragraphs 1 through 3 are incorporated by reference as if set forth.
5. On or about February 16, 2011 at status conference was held in camera
with counsel for the above referenced parties and the Honorable M.L. Ebert, Jr.
6. At said conference it was agreed that the residence located at 1204
Mitchell Drive would be appraised and a corresponding Order of Court was entered,
directing Larry Foote to conduct such appraisal with the Estate to pay such costs in
advance 1.
7. Since the entry of said Order, undersigned counsel was informed that the
Estate account is exhausted and funds for future expenses will be unavailable2.
1 Petitioner herein is paying Mr. Foote out-of-pocket' for said appraisal.
8. Upon information and belief the Estate is not taking in any income due to
the delay in selling the assets of the estate while continuously renting multiple
storage units to store said assets at the cost of $381.60 bi-mont;hly.
9. Petitioner remains ready, willing and able to begin selling said assets,
including antiques and rare collectibles that he previously provided to auction
houses, supervised their sale and accounted for said funds to the estate.
10. Previous to the death of his father, Petitioner was engaged in and assisted
his Father is the preparation and sale of antiques and collectibles at auction.
11.It is economical and will avoid waste of the estate assets by immediately
permitting Petitioner to auction off certain estate assets to raise funds for the estate
and to alleviate the storage space required by the Estate
WHEREFORE, your Petitioner respectfully requests judicial permission to
begin selling estate assets at auction predicated upon his seeking the fair market
value for said items and providing a full and fair accounting of all items possessed
and sold to Respondent. In the alternative, Petitioner seeks contribution in the
amount of $190.80 bimonthly to cover fifty-percent (50%) of the costs to store said
assets at various rentallstorage units.
PETITION TO ENFORCE RENTS
12. Paragraphs 1 through 11 are incorporated as if set forth herein.
13. Your Petitioner, per the terms of the Last Will and Testament - "Clause
V," Rent in the amount of $300.00 per month is due to Petitioner, each and every
month Respondent resides in the residence located at 1204 Mitchell Drive,
Mechanicsburg, Pennsylvania3.
14. To date, Respondent has failed to pay rents for the past seven (7) months,
z A Bank statement confirming the Estate is without the requisite funds to pay the costs of
future expenses attached hereto as Petitioner's Exhibit 1.
3 The same clause also makes Respondent responsible for the taxes and insurance on said real
property. To date, it is believed Respondent is in breach of both.
totaling an arrearage of $2100.00.
15. Petitioner continues to incur legal fees in seeking adherence to the Court
order of January 12, 20104 [which required the payments of monthly rents to
Petitioner] and seeks reimbursement from Respondent for attorney fees in excess of
$500.00.
16. Petitioner believes that Respondent has willfully failed to comply with the
Will and this Court's January 12, 2010 Order.
17. Pursuant to the Cumberland County Local Rule(s), Mark Thomas has
voiced his opposition to the relief sought herein. Moreover, the Honorable M.L.
Ebert, Jr., has previously ruled upon the issues in this case.
WHEREFORE, your petitioner respectfully requests that this Honorable
Court order and direct Respondent to submit $2100.00 to Petitioner or his counsel
within five (5) days of signature of the attached Order, in addition to attorney's fees
in an amount not less than $500.00 to undersigned counsel.
Date ~ arm ~ 3 ZGII
Respectfully submitted,
PALERMO LAW OFFICES
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Michael O. Palermo, r., Esquire
17 W. South Street
Carlisle, PA 17013
(717) 254-6986
Supreme Court ID # 93334
Attorney for Petitioner
a Attached hereto as Petitioner's Exhibit 2.
Shame and Loan List
Page 1 of 1
Account 0000372963 Douglas G Clouser
Account Type: Genera! Membership Titanium
Ycc~;,bcr Type Birthdate SSN ~Foane Phone
DOUGLAS G CLOUSER Primary 05/21!1958 - _ . , 717-486-4642
1875 TOWN HILL ROAD
YORK SPRINGS, PA 17372
Shari Description Maturity Hate 4vaiiablc Balance
S 0000 REGULAR SAVINGS j88800000000372963J 0.19 5.19
S 0011 CHECKING [2183729637] 0.00 0.00
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6
IN RE: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COiJNTY, PENNSYLVANIA
ESTATE OF
21- 0 9 - 02 04 ORF?HANS ' ~t9URT v~''-
DAVID H. CLOUSER ~~ ~ o' __
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IN RE: REMOVAL OF CO-PERSONAL REPRESENTATI. ~ -
ORDER OF COURT
AND NOW, this 12th day of January,
- r, +.a
y
2010, after Y>rii2g~ :~:~
in the above-captioned matt?r, IT IS HEREBY ORDER.EP AND i7IRFCTED
that the petitioner's request to remove Debra Houseman as a
co-personal representative is denied.
IT IS FURTHER ORDERED AND DIRECTED that the house in
question will be appraised by the Remax appraiser on January 18,
2010. A copy of the appraisal shall be supplied to the court.
Debra Houseman shall supply the defendant with a key
to the property as of this date. Both parties are hereby
prohibited from moving any personal property, sE~lling any
personal property, or in any way disposing of arty personal
property which would be part of this estate. The parties are
directed through counsel to supply this court with the name of an
appraiser capable of appraising the personal property in this
case to include antique items which may have significant value.
The items will be inventoried in the presence of•both parties
pursuant to a schedule provided to this court by counsel. Debra
Houseman shall pay rent to the petitioner, Douglas Clouser, from
July 1, 2009, to the present. Appointments for Douglas Clouser
to enter the h'~{ome''y{ ~~jji~~n question shall be arranged through counsel. /+~
""`'`' - By the Court ,
- tryi~cerofi, i hereunto
~nt~d and the seal
~,c;u t Carlisle, PA
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j ~ hI. L. E ert, Jr, J.
i
C~',~.. , t}s9 O~, ans C~uR
IN THE COURT OF COMMON PLEAS OF'
CUMBERLAND COUNTY, PENNSYLVANIA
IN RE~
ESTATE OF DAVID H. CLOUSER ~ ORPHAN'S COURT
= NO. 21-2009-0204
CERTIFICATE OF SERVICE
I, Michael O. Palermo, Jr., Esquire, do hereby certify that I served a copy of the
Petition upon the following by depositing the same in the United States mail, postage
prepaid, at Carlisle, Pennsylvania, addressed as follows
R. Mark Thomas, Esquire
101 S. Market Street
Mechanicsburg, PA 17055
Respectfully submitted,
Palermo Law Offices
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Michael O. Palermo, r., Esquire
17 W. South Street
Carlisle, PA 17013
(717) 254-6986
Supreme Court ID # 93334
3,~ ~ ~ ~ f Attorney for Petitioner Douglas Clouser
Dated `