HomeMy WebLinkAbout08-03-11IN THE MATTER OF THE
ESTATE OF
HOWARD C. GALE, SR.,
Deceased
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 1998-629
PETITION FOR LEAVE OF COURT TO WITHDRAW ~~
THE APPEARANCE OF COUNSEL 'y3
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TO THE HONORABLE, THE JUDGES OF SAID COURT: ^--,%~`
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The Petition of David H. Radcliff respectfully represents:
1. Petitioner, David H. Radcliff, is an attorney admitted to practice in
the Commonwealth of Pennsylvania with an office at 1011 Mumma
Road, Suite 201, Lemoyne, Pennsylvania.
2. Howard C. Gale, Sr., died January 19, 1998, and his Will was
probated to the above file number.
3. Julie F. Gale of 105 Fairway Drive, Camp Hill, Pennsylvania
17011 is a beneficiary and the Executor of the estate.
4. On or about May 22, 2006, Petitioner was retained as counsel for the
Executor and entered an appearance for her by filing a Response to
Petition and Rule to Show Cause in the above Estate.
5. Petitioner wrote to the Julie F. Gale on May 29, 2011, after being
unable to reach her by telephone regarding matters in the
administration of the estate. No response was received.
6. Petitioner again tried to contact Julie F. Gale by telephone on July
15, 2011, at which time she answered the telephone and upon
learning the identity of Petitioner stated she refused to speak with
him and hung up her telephone.
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7. Petitioner requests leave of Court to Withdraw his appearance
because of the refusal of Julie F. Gale to communicate with
Petitioner.
WHEREFORE, Petitioner respectfully requests that he be permitted to
withdraw as counsel for Julie F. Gale, individually and as Executor of the Estate
of Howard C. Gale, Sr.
Respectfully submitted,
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David H. Radcli f
Supreme Court ID #2548
1011 Mumma Road, Suite 201
Lemoyne, PA 17043
(717)236-9318
1N THE MATTER OF THE IN THE COURT OF COMMON PLEAS
ESTATE OF CUMBERLAND COUNTY, PENNSYLVANIA
HOWARD C. GALE, SR., ORPHANS' COURT DNISION
Deceased NO. 1998-629
RULE TO SHOW CAUSE ~c~ f ~v'~~~5
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AND NOW, this day ,, s 2011,
upon consideration of the within Petition for ermission Court to Withdraw
the Appearance of Counsel, a Rule is issued to Show Cause why the Petition
should not be granted and an Order should not be entered permitting David H.
Radcliff, to withdraw his appearance as counsel for Julie F. Gale, individually,
and as Executor of the Estate of Howard .Gale, Sr.
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Date: ti c J ~ ~ 0 1~
Distribution:
Stephen C. Nudel, Esq.
Law offices of Stephen C. Nudel, P.C
219 Pine Street
Harrisburg, PA 17101
(Counsel for four beneficiaries)
David H. Radcliff, Esq.
1011 Mumma Road, Suite 201
Lemoyne, PA 17043
(Petitioner)
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Mr. Anthony Rossignoli
138 kathleen Lane
Wyomissing, PA 19610
(Beneficiary Pro Se)
Mrs. Julie F. Gale
105 Fairway Drive
Camp Hill, PA 17011
(Beneficiary and Executor)
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ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
In Re: HOWARD C. GALE SR. CUMBERLAND COUNTY
PENNSYLVANIA
N0.21-1998-0629
CERTIFICATE OF SERVICE OF ORDER
ORDER DATE: 8/5/2011
JUDGE'S INITIALS: JWO
TIME STAMP DATE: 8/10/2011
IN RE: RULE TO SHOW CAUSE
SERVICE TO: DAVID H RADCLIFF ESO ANTHONY ROSSIGNOLI
JULIE F GALE __
STEPHEN C NUDEL ESO
METHOD OF MAILING: ENVELOPES PROVIDED BY:
® USPS ®PETITIONER
^ RRR ^ JUDGE
^ HAND DELIVERED ^ CLERK OF ORPHANS COURT
^ OTHER
MAILED: 8/10/2011
SERVICE TO:
METHOD OF MAILING:
^ USPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED:
ENVELOPES PROVIDED BY:
^ PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
Deputy
Clerk of Orphans' Court
IN THE MATTER OF THE IN THE COURT OF COMMON PLEAS
ESTATE OF CUMBERLAND COUNTY, PENNSYLVANIA
HOWARD C. GALE, SR., ORPHANS' COURT DIVISION
Deceased NO. 1998-629
ORDER PERMITTING
WITHDRAWAL OF ATTORNEY
Upon consideration of the Petition and Motion to Make Rule Absolute in the
above matter, David H. Radcliff is granted leave to withdraw as counsel for the
Julie F. Gale, individually, and as Executor of the Estate of Howard C. Gale, Sr.
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In Re: HOWARD C GALE SR
• ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-98-0629
ORDER DATE:
NDGE'S INITIALS:
TIME STAMP DATE: 9/14/11
CERTIFICATE OF SERVICE OF ORDER
IN RE: ORDER
RADCLIFF LAW OFFICE
SERVICE TO: ANTHONY ROSSIGNOLI
NLIE G GALE
ENVELOPES PROVIDED BY:
METHOD OF MAILING:
® PETITIONER
USPS [] JUDGE
RRR ^ CLERK OF ORPHANS COURT
^ HAND DELIVERED
^ OTHER
MAILED: 9/ 15/ 11
SERVICE TO:
METHOD OF MAILING:
USPS
^ RRR
HAND DELIVERED
OTHER
MAILED:
ENVELOPES PROVIDED BY:
PETITIONER
^ JUDGE
CLERK OF ORPHANS COURT
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LAW OFFICES STEPHEN C. NUDEL, PC n
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Stephen C. Nudel, Esquire ~y ~ ~
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Attorney ID #41703 ~=
Joseph A. Ricci, Esquire ~ pin `'
Attorney ID #49803 '~ ~ ~ r ~ ,ran'
219 Pine Street -~ -~ ~'3
Harrisburg, PA 17101 ~' d
(717)236-5000
In Re: IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF HOWARD C. GALE
ORPHAN'S COURT DIVISION
NO. 1998-629
PETITION OF MICHAEL J. GALE, HOWARD C. GALE, III, ELLEN MICHELLE
GALE AND MELISSA G. GALE, BENEFICIARIES UNDER THE TRUST OF
HOWARD C. GALE, FOR SUBSTITUTION OF TRUSTEE
AND NOW COMES, Michael J. Gale, Howard C. Gale, III, Ellen Michelle Gale, and
Melissa G. Gale, by and through their attorneys, Law Offices Stephen C. Nudel, PC, and request
this Honorable Court to Order the Substitution of the Trustee for the following reasons:
Howard C. Gale died on January.l9, 1998 leaving a Last Will and Testament
dated January 2, 1998 which was probated in the office of the Register of Will of Cumberland
County, Pennsylvania on August 5, 1998 at docket number 1998-629.
2. Under the Seventh Paragraph of the Last Will and Testament, Robert J. Trace,
Esquire was named Executor and Trustee.
3. Trustee, Robert J. Trace, Esquire died on February 15, 2006.
4. When the position of Trustee became vacant, Michael J. Gale, Howard C. Gale,
III, Ellen Michelle Gale, and Melissa G. Gale, through their attorney filed a Petition for
Appointment of Successor Trustee in Accordance with 20 Pa.C.S.A. §7101.
5, This Honorable Court, on December 7, 2006, appointed James D. Hughes,
Esquire as Successor Trustee.
6. The responsibility of the Successor Trustee is limited to only the management of
two income producing residential real estate properties.
7. The fees of the Successor Trustee have increased to the point that they approach
or exceed the income generated by the real estate properties held in trust.
8. The Trust assets are being depleted as a result of the fees charged by the
Successor Trustee and this loss in Trust value harms the beneficiaries.
9. The petitioning Beneficiaries are desirous of replacing the Successor Trustee with
an individual or company that can provide real estate management services in a more economical
manner.
10. This Honorable Court is permitted to remove a Trustee when the removal best
serves the interests of the Beneficiaries of the Trust and is not inconsistent with the material
purpose of the Trust. See 20 Pa.C.S.A. §7766.
11. Successor Trustee, James D. Hughes, Esquire has indicated a willingness to
relinquish his duties as Successor Trustee.
12. The Petitioning Beneficiaries believe that Howard C. Gale, Jr. will be a suitable
replacement for Successor Trustee James D. Hughes, Esquire.
13. Howard C. Gale, Jr. has extensive experience in real estate management.
14. Howard C. Gale, Jr. has an incentive to maximize the income producing nature
of the trust, and minimize the expenses, as four of the five beneficiaries of the Trust are his
children.
15. Howard C. Gale, Jr. has an incentive to properly manage the assets of the Trust
since the Trust is established, in part, for the benefit of his children.
16. The Honorable J. Wesley Oler, Jr. previously appointed the Successor Trustee in
the above captioned matter.
17. Counsel for the Petitioning Beneficiaries sought the concurrence of counsel with
this Motion and the said concurrence was not obtained.
WHEREFORE, it is hereby requested that this Honorable Court replace James D.
Hughes, Esquire as Successor Trustee and appoint Howard C. Gale, Jr. in his place.
Respectfully submitted,
Date: ~ /~3 ~/
LAW OFFICES STEPHEN C. NUDEL, PC
~phen C. udel, Esquire
Attorney ID 1703
e h A. Ri i, Esquire
Attorney ID #49803
219 Pine Street
Harrisburg, PA 17101
(717) 236-5000
Attorneys for Michael J. Gale, Howard C. Gale, III,
Ellen Michelle Gale, and Melissa G. Gale
CERTIFICATE OF SERVICE
I hereby certify that a copy of the foregoing MOTION OF MICHAEL J. GALE,
HOWARD C. GALE, III, ELLEN MICHELLE GALE AND MELISSA G. GALE,
BENEFICIARIES UNDER THE TRUST OF HOWARD C. GALE, FOR SUBSTITUTION
OF TRUSTEE has been duly served upon the following, by depositing a copy of the same in the
United States Mail, first-class, postage prepaid, at Harrisburg, Pennsylvania, as follows:
Mr. Anthony Rossignoli
138 Kathleen Lane
Wyomissing, PA 19610
(Beneficiary Pro Se)
Adam L. Seiferth, Esquire
Cipriani & Werner
1011 Mumma Rd., Suite 201
Lemoyne, PA 17043-1145
(Counsel for Julie F. Gale, Beneficiary and Executor)
James D. Hughes, Esq.
Saltzman & Hughes
354 Alexander Spring Road, Suite A
Carlisle, PA 17015
(Trustee)
Date: /~
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Pa. ID #49803
aw.Q ephen C. Nudel, P.C.
219 Pine Street
Harrisburg, PA 17101
(717) 236-5000
Counsel for Michael J. Gale, Howard C. Gale, III,
Ellen Michelle Gale and Melissa G. Gale
LAW OFFICES STEPHEN C. NUDEL, PC
Stephen C. Nudel, Esquire
Attorney ID #41703
Joseph A. Ricci, Esquire
Attorney ID #49803
219 Pine Street
Harrisburg, PA 17101
(717) 236-5000
In Re:
ESTATE OF HOWARD C. GALE
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 1998-629
RULE TO SHOW CAUSE
AND NOW this
~ ~ day of ~ e. C. , 2011 upon consideration of
the within Petition for Substitution of Trustee a Rule is issued to Show Cause why the Petition
should not be granted and an Order should not be entered which orders that James D. Hughes,
Esquire be removed as Successor Trustee of the Trust established under the Fourth paragraph of
the Last Will and Testament of Howard C. Gale, dated January 2, 1998 and that Howard C. Gale,
Jr. be substituted as his replacement without liability for the administration of James D. Hughes,
Esquire. The Rule is Returnable within 20 days of service.
BY THE COURT:
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In Re: HOWARD C GALE
1
NO. 21-98-0629
ORDER DATE:
JUDGE'S INITIALS:
TIME STAMP DATE
IN RE:
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
CERTIFICATE OF SERVICE OF ORDER
SERVICE TO: Al~Ana r CLlit~r.nmtr ••••••.••,.•..,,,,.
METHOD OF MAILING
® LISPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED: 12/19/11
ENVELOPES PROVIDED BY:
® PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
SERVICE TO: •••••"",,,,,,,,,,,,,
METHOD OF MAILING:
^ LISPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED:
ENVELOPES PROVIDED BY;
^ PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
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eputy
Clerk of Orphans' Court //
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LAW OFFICES STEPHEN C. NLTDEL, PC
Stephen C. Nudel, Esquire
Attorney ID #41703
Joseph A. Ricci, Esquire
Attorney ID #49803
219 Pine Street
Harrisburg, PA 17101
(717)236-5000
In Re:
ESTATE OF HOWARD C. GALE
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IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHAN'S COURT DIVISION
NO. 1998-629
PETITION OF MICHAEL J. GALE, HOWARD C. GALE, III, ELLEN MICHELLE
GALE AND MELISSA G. GALE, BENEFICIARIES UNDER THE TRUST OF
HOWARD C. GALE TO MAKE RULE ABSOLUTE
AND NOW COMES, Michael J. Gale, Howard C. Gale, III, Ellen Michelle Gale, and
Melissa G. Gale, by and through their attorneys, Law Offices Stephen C. Nudel, PC, and request
this Honorable Court to make its Rule to Show Cause why the Petition of the above named
Beneficiaries to Substitute the Trustee should not be Granted be made Absolute for the following
reasons:
1. Howard C. Gale died on January 19, 1998 leaving a Last Will and Testament
dated January 2, 1998 which was probated in the office of the Register of Will of Cumberland
County, Pennsylvania on August 5, 1998 at docket number 1998-629.
2. Under the Seventh Paragraph of the Last Will and Testament, Robert J. Trace,
Esquire was named Executor and Trustee.
3. Trustee, Robert J. Trace, Esquire died on February 15, 2006.
4. When the position of Trustee became vacant, Michael J. Gale, Howazd C. Gale,
III, Ellen Michelle Gale, and Melissa G. Gale, through their attorney filed a Petition for
~~
Appointment of Successor Trustee in Accordance with 20 Pa.C.S.A. §7101.
5. This Honorable Court, on December 7, 2006, appointed James D. Hughes,
Esquire as Successor Trustee.
6. The responsibility of the Successor Trustee is limited to only the management of
two income producing residential real estate properties.
7. The fees of the Successor Trustee have increased to the point that they approach
or exceed the income generated by the real estate properties held in trust.
8. The Trust assets are being depleted as a result of the fees charged by the
Successor Trustee and this loss in Trust value harms the beneficiaries.
9. The petitioning Beneficiaries are desirous of replacing the Successor Trustee with
an individual or company that can provide real estate management services in a more economical
manner.
10. The petitioning Beneficiaries filed a Petition with this Honorable Court seeking a
Rule to Show cause why the Trustee should not be replaced.
11. On December 19, 2011 this Honorable Court issued a Rule to Show Cause why
the relief requested by the petitioning Beneficiaries should not be granted.
12. The Rule issued by this Honorable Court was returnable twenty days after service.
13. The Rule issued by this Honorable Court was served on all interested parties on
December 19, 2011.
14. The time for response to the Rule has now expired.
15. To date, no interested party has filed a response to the Rule and the Petition of the
Beneficiaries has remained unanswered.
16. The Petition of the Petitioning Beneficiaries is unopposed and therefore should be
granted.
WHEREFORE, it is respectfully requested that this Honorable Court make its Rule of
December 19, 2011 Absolute and enter an Order that James D. Hughes, Esquire is removed as
Successor Trustee of the Trust established under the Fourth paragraph of the Last Will and
Testament of Howard C. Gale, dated January 2, 1998 and that Howard C. Gale, Jr. is substituted
as his replacement without liability for the administration of James D. Hughes, Esquire.
Respectfully submitted,
LAW OFFICES STEPHEN C. NUDEL, PC
Date: ( - ~. I Z
J ph A. Ricci, sq.
P ID #49803
Law ephen C. Nudel, P.C.
219 Pine Street
Harrisburg, PA 17101
(717) 236-5000
Counsel for Michael J. Gale, Howard C. Gale, III,
Ellen Michelle Gale, and Melissa G. Gale
CERTIFICATE OF SERVICE
I hereby certify that a copy of the foregoing PETITION TO MAKE RULE ABSOLUTE
has been duly served upon the following, by depositing a copy of the same in the United States
Mail, first-class, postage prepaid, at Harrisburg, Pennsylvania, as follows:
Mr. Anthony Rossignoli
138 Kathleen Lane
Wyomissing, PA 19610
(Beneficiary Pro Se)
Adam L. Seiferth, Esquire
Cipriani & Werner
1011 Mumma Rd., Suite 201
Lemoyne, PA 17043-1145
(Counsel for Julie F. Gale, Beneficiary and Executor)
James D. Hughes, Esq.
Saltzman & Hughes
354 Alexander Spring Road, Suite A
Carlisle, PA 17015
(Trustee)
Date: / /~ ~/
Jo eph A. Ri i, Esq.
P ID #49803
Law ephen C. Nudel, P.C.
219 Pine Street
Harrisburg, PA 17101
(717)236-5000
Counsel for Michael J. Gale, Howard C. Gale, III,
Ellen Michelle Gale and Melissa G. Gale