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HomeMy WebLinkAbout06-14-1110 June 2011 7838 CR 452 Cross Plains, TX 76443 n ~~ ~ ~ ~ ~~ ~ ~; ~ Z .~' ~,, v t~ - ~ ~. _.,~ ,._ Register of Wills and Clerk of the Orphans' Court O~ ` ' ~ _ r-' -+ ~° ~ 1 Courthouse Square, Room 102 ~ ' ~o Q J Carlisle, Pennsylvania 17013 To The Honorable J. Wesley Oler, Jr., In concern to Mr. Cameron's, Esq., 6 June 2011 letter pertaining to the Edith S. Rife Trust Nos. 11-0325, 10-1006, and 83-0773 Orphan's Court dockets I agree to the proposal to name my brother, Mr. Barry A. Maxwell as co-successor trustee. I continue to raise concerns about the long term direction my cousin John W. Maxwell and his attorney, Mr. Cameron are pursuing with the Edith S. Rife Trust,. of which I am an equal beneficiary. These concerns are stated below: • Mr. Walters, III, Esq. and executor of the Charles J. Rife estate, Mr. Fred Junkins, have stated there are existing Charles J. Rife estate previous tax filings and legal documentation reflecting the Edith S. Rife assets. • Per Mr. Walters, III, Esq. the Edith S. Rife assets have been set aside from the Charles J. Rife estate ready for disbursement by the Edith S. Rife Trust to-be-named co-successor trustees. Once the co-successor trustees have been named would further legal/court proceedings prevent disbursement since these are existing Edith S. Rife Trust assets? • Is there any Pennsylvania state statute of limitations on Trust asset management challenges? Prior to Charles J. Rffe's death in 2010, my Great- grandmother Edith S. Rife had previously been deceased for at least 26 years during which time my cousin John W. Maxwell could have previously challenged our Great-uncle Charles J. Rife on his anticipated proposed inappropriate management of the Edith S. Rife Trust holdings. • John W. Maxwell, as well as all the other Edith S. Rife Trust beneficiaries, received approximately equal monetary remuneration from the Rlfe Clifford Trust Fund established for educational pursuits just before my Great-grandmother Edith S. Rife's death. Charles J. Rife did this in accordance with the Edith S. Rife Trust directive. • During our Great-Uncle Charles J. Rife's lifetime, John Maxwell as well as his brother, Steven Maxwell, previously borrowed money from our mutual Great-uncle Charles J. Rife which the debts, if not repaid, are to be deducted from their Charles J. Rife inheritance. Please consider my cousins have already received part/all of their Charles J. Rife inheritance- depending on their previous estate repayments. • If Mr. Cameron's and Mr. John W. Maxwell's anticipated challenges to the deceased Charles J. Rife's management of his mother's, Edith S. Rife, trust holdings are to be considered, please allow the non-borrowing Edith S. Rffe Trust beneficiaries' inheritance of the Charles J. Rife estate to be disbursed in the anticipated (unchallenged) timeline. If it pleases the court to consider personal issues; I, as a recently retired United States Air Force member awaiting VA disability assessment, am trying to get my ADA compliant home built. Any money that my Great-uncle Charles J. Rife's estate bequeathed me is needed to complete the home for my occupancy. Very Respectfully, 5~~ ~ .~'ha.,ruK-~c.. Sherri Maxwell