HomeMy WebLinkAbout05-29-12n
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Barbara Sumple-Sullivan, Esquire ,~ `~` ~~ ~ ~`
Supreme Court rt~2317 c~=' ~ r__
549 Bridge Street ~_'.
New Cumberland, PA ] 7070 ~~" - -
(717) 774-1445 ~, = ~ _,
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ESTATE OF ALMA MASKALUNAS IN THE COURT OF COMMON EAS ~~ - `~' ~ `
CUMBERLAND COUNTY, PENNSYLVANIA
REGISTER OF WILLS
ESTATE No. 2012-00424
MOTION FOR APPROVAL OF RENUNCIATION OF EXECUTRIX
AND SUBSTITUTION OF ALTERNATE EXECUTOR
This Motion is filed by Barbara Sumple-Sullivan, Esquire, attorney for the Estate of
Alina Maskalunas seeking approval of the substitution of executors.
1. Cathy Sheriff, a friend of the Decedent, was named Executrix of the Estate of
Alina M. Maskalunas pursuant to Decedent's Last Will and Testament dated
October 21, 2010.
2. Ms. Sheriff duly opened the Estate of Alma M. Maskalunas on April 9, 2012.
3. After being duly sworn, Grant of Letters were issued to Cathy Sheriff or April 10,
201.2 and were advertised.
4. Upon receipt of the Letters, Ms. Sheriff commenced her fiduciary duties by
seeking appropriate appraisals and securing a Federal EIN number, but she made
no actual change in the financial structure of the Decedent. Specifically, she did
not withdraw or close any of the Decedent's accounts, did not undertake any
transfers from any Decedent's accounts, and made no payment of Decedent's
expenses.
5. Ms. Sheriff has decided to resign from her position as Executrix because of the
extensive responsibilities caused by the appointment and because she feared
potential conflicts of interest with the beneficiaries of the Estate. A copy of the
notice to counsel is attached hereto as Exhibit A.
6. Ms. Sheriff delivered all relevant documents and information to the office of the
undersigned counsel.
7. An originally executed Renunciation, executed by Ms. Sheriff, is attached hereto
as Exhibit B.
8. Pursuant to the Last Will and Testament of Alma M. Maskalunas, Dru Smith,
father of the named beneficiaries, was designated as alternate Executor of the
Decedent's Estate.
9. Notice of Ms. Sheriff's resignation has been provided to all beneficiaries,
including Dru Smith, by letter dated May 10, 2012. A true and correct copy of
same is attached hereto as Exhibit C.
10. Dru Smith has expressed his willingness to so serve and has, in fact, appeared at
the Register of Wills Office to be sworn and presented his Petition for issuance of
new letters testamentary.
11. Given that there has been no action taken by Ms. Sheriff to make any change in
the financial structure of the estate of the Descendent, there is no prejudice to the
beneficiaries of the Estate in a present change of beneficiaries.
12. Ms. Sheriff waives any claims to any fee or reimbursement of expenses incurred
while Executrix.
WHEREFORE, it is requested that the renunciation of Ms. Sheriff be approved and
the appointment of Dru Smith be confirmed.
J,
Date: May 29, X012 ~~
~~,,~~ Barbara Sumple-Sullivan
Supreme Court #32317
549 Bridge Street
New Cumberland; PA 17070
(717) 774-1445
Exhibit A
CATHY MAE SHERIFF
148 FAITH CIRCLE
CARLISLE, PA 17013
717-514-4152
May 4, 2012
Barbara Sumple-Sullivan, Esquire
549 Bridge St.
New Cumberland, PA 17070
RE: Estate of Alma Maskalunas
Dear Barbara:
This letter will serve to advise you that I hereby resign and relinquish all interest as
Executrix of the above referenced estate effective today, May 4, 2012 due to a conflict of
interest between beneficiaries and the wishes known to be that of Alma Maskalunas.
I am returning all documents in my possession as follows:
Death Certificates
Series EE Savings Bond/Joe Maskalunas
IRS Folder with 2011 Info
Proposals from 2 Real Estate Agencies
Short Certificates (5)
Beneficiary Notices (4)
Checkbook Alma Maskalunas
Bank Statements
Change Purse Alma Maskalunas
Keys to house 740 Carol St & Safe Deposit Box
W--, .- ~ - __ ___ _._ .
Thank you.
~~t
Cathy M: Sheriff
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Exhibit B
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REGISTER OF WILLS
CUMBERLAND
COUNTY, PENNSYLVANIA
Estate of AI-?'~'1-A ?'•'IASJK_ALUNA S
I, CATHY SHERIFF
(Print A'nme)
EXECUTRIX
Deceased
in my capacity/relationship as
of the above Decedent, hereby renounce the right to
administer the Estate of the Decedent and respectfitlly request that Letters be issued to
DRU SMITH
MAY 18, 2012
(Dole)
Executed rtr Regrsfer's Offtce
Sworn to or affirmed and subscribed
before me this day
of ,
Deputy for Register of WCCts
1 ~ ~° ~ i
is V ~~'t''r
(Signarare) `
148 Faith Circle
(Street Address)
CarCisle, Pa 170I3
(City, Srnle, Zrp)
Executed ottt of Regrsfer's Office
Before the undersigned personally appeared the
patty executing this renunciation and certified
that he or she executed the renunciation for the
purposes stated within on this ~ ~ day
of ~oI ,.~ (, 4•~
. ~~11. 6~
Notaty Public
My Cotr.7nission Expires: ~.~~3i~k ~
(Signature and Sea} of Notary or other official qualified to
administer oaths. Show date of expiration of Notary's Commission.}
~:~f€°.,v oti~t"~/'.! fly+±i::i'r"4~'~`~,`.~~,~,
f/~~ l Lli it t~iQ 'n h SIC ~ _; ;'.-. '=.
Fonn R7f'-06 ter. 10.13.06 n ~r t~ri rc~*nti' ~ i_--- _ --... _,_, _f
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5^..."rit7; , I"3fi^ ~/~`r~:f'is: P~`._... ~flen 07 ..".~'i2(IE~
Exhibit C
LA~Tr' OFFICES
~~R~AE~A ~~Jl~~P~E-~~TL~I~AI~T
543 ERIDG-E STREET
NEw CIII~ERLAND, PEI~rNSYLVANFA 17070-133I.
FHONE (7Z7) 774-1445
FAb (717) 774.7053
May 10, 2012
Dru Smith Taylor Smith Nathan Smith
203 Byron Ave 203 Byron Ave 203 Byron Ave
l~arrisburg, Pa 17109 Harrisburg, Pa 17109 Harrisburg, Pa 17109
Legal Guardian of Monica Lee Smith Legal Guardian of Megan Lee Smith
203 Byron Ave 203 Byron Ave
Harrisburg, Pa 17109 Harrisburg, Pa 17109
Central Pa Humane Society
1837 E. Pleasant Valley Blvd.
Altoona, Pa 16602
Dear All:
Attached please find a letter my office received from Cathy Sheriff relative to her
resignation as Executrix of the Estate of Alma 1vlaskalunas. I am sending a copy of this letter to
Drew because, pursuant to Alma's will, he had been designated as alternate Executor.
This letter is to determine whether you will accept this appointment. Please advise my
office and we will commence the paperwork necessary to substitute the f duciary.
Thank you for your consideration.
_.--~_-.
Very.-tr--uly yours,
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~~_--Bar ara Sumple-Sullivan
BSS/rs
Enclosures
CC: Cathy Sheriff (via- email)
CATHY MAE SHERIFF
148 FAITH CIRCLE
CARLISLE, PA 1.7013
717-514-4152
May 4, 2012
Barbara Sumple-Sullivan, Esquire
549 Bridge St.
New Cumberland, PA 17070
RE: Estate of Alma Maskalunas
Dear Barbara:
This letter will serve to advise you that I hereby resign and relinquish all interest as
Executrix of the above referenced estate effective today, May 4, 2012 due to a conflict of
interest between beneficiaries and the wishes known to be that of Alma Maskalunas.
I am returning all documents in my possession as follows:
Death Certificates
Series EE Savings Bond/Joe Maskalunas
IRS Folder with 2011 Info
Proposals from 2 Real Estate Agencies
Short Certificates (5)
Beneficiary Notices (4)
Checkbook Alma Maskalunas
Bank Statements
Change Purse Alma Maskalunas
Keys to house 740 Carol St & Safe Deposit Box
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Thank you.
Cathy M: Sheriff %~~~ ~ ;.
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8a~bara Sumple-Sullivan, Esquire
Supreme Court n32317
549 Bridge Street
New Cumberland, PA 17070
(717)774-1445
ESTATE OF ALR~A M.1l~ASKALUTiAS
IN THE COURT OF COMR~ON PLEAS
CUIvIBERLAND COUNTY, FENNSYLVANIA
REGISTER OF SILLS
ESTATE No. 2012-00424
I, C~t~Zy Sheriff, have revie~~ed the Motion for Approval of Renunciation of Ehecutrix and
Substitution of Alternate I/xecutor and find that i.t is true and correct to the best of my knowledge.
Dated.. ~ `~~ ~-~
e ~~~~ ~ ~ Rrl« ~ --.__.__....__.
Barbara Sumple-Sullivan, Esquire
Supreme Court #2317
549 Bridge Street
New Cumberland, PA 17070
(717)774-1445
ESTATE OF ALMA M. MASKALUNAS
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
REGISTER OF WILLS
ESTATE No. 2012-00424
CERTIFICATE OF SERVICE
I, BARBARA SUMPLE-SULLIVAN, ESQUIRE, do hereby certify that on this
date, I served a true and correct copy of the Motion, in the above-captioned matter upon
the following individual(s), by United States first-class mail, postage prepaid, addressed
as follows:
Mr. Dru Smith Mr. Taylor Smith
203 Byron Avenue 203 Byron Avenue
Harrisburg, PA 17109 Harrisburg, PA 17109
Legal Guardian of Monica Lee Sinith Legal Guardi
203 Byron Avenue 203 Byron.
Harrisburg, PA 17109 Harrisburg
DATE: May 29, 2012
f'
~/
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Mr. Nathan Smith
203 Byron Avenue
Harrisburg, PA 17109
of Megan Lee Smith
enue
A ~09
` Barbara Sumple-Sullivan, Esquire
549 Bridge Street
New Cumberland, PA 1.7070
(717) 774-1445
Supreme Court I.D. 32317