HomeMy WebLinkAbout04-24-13 IN RE: IN TI IE COURT OF COMMON PLEAS
CUMBERLAND COUN2' , PENNS�L 1gA
ESTATE OF ® -0 `--'
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E. MAI BALTIMORE, a/k/a ORPHANS' COURT DI 9 '
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ELLA MAI BALTIMORE, A Cf)
Late of Shippensburg Borough,
Deceased 11/21/2010 No. 21-10-1207 <, rM
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PETITION TO WITHDRAW AS COUNSEL OF RECORD
NOW comes this �3 'day of April,2013,comes Sean M. Shultz,Esquire,attorney
for the estate of E. Mai Baltimore, a/k/a Ella Mai Baltimore, and presents this Petition to
Withdraw as Counsel of Record, representing as follows:
1. Petitioner is Sean M. Shultz, Esquire, attorney for the Estate of E. Mai
Baltimore,a/k/a Ella Mai Baltimore,with offices at Saidis,Sullivan&Rogers,26 West High
Street, Carlisle, Cumberland County, Pennsylvania 17013.
2. E. Mai Baltimore, a/k/a Ella Mae Baltimore died intestate on November 21,
2010.
3. On December 9,2010,the Decedent's son,Julian T.Baltimore was appointed
as Administrator of his Mother's estate.
4. Julian T. Baltimore is an adult individual, residing at 410 Westover Road,
Law Offices of
Sa.idis Shippensburg, Pennsylvania 17257.
Sullivan
& Rogers 5. An Inheritance Tax Return was due on August 23, 2011.
26 West High Street
Carlisle,rn 17013 6. The only valuable asset of the Estate was the Decedent's real estate which was
sold on April 14, 2011. The proceeds to the Estate from that sale were $29,051.23.
7. To date no Inheritance tax has been paid.
8. Petitioner has sent the Administrator numerous letters regarding filing the
Inheritance Tax Return and paying the inheritance tax. To date he has not responded. Those
letters are dated August 4,2011, September 12,2011,November 4,2011,February 1,2012,
and July 16, 2012. Copies of these letters are attached hereto as Exhibit "A."
9. The Administrator also failed to pay invoices for Petitioner's legal fees.
10. Due to the Administrator's unresponsiveness to Petitioner,Petitioner cannot
effectively represent the Estate of E.Mai Baltimore,a/k/a Ella Mai Baltimore,and wishes to
terminate his representation of the Estate.
11. Petitioner wishes to withdraw his appearance as the Estate's counsel of
record.
12. No Judge has been assigned to this matter.
WHEREFORE, Petitioner requests your Honorable Court to provide leave of Court
and Order that Petitioner is withdrawn as counsel of record for the Estate of E. Mai
Baltimore, a/k/a Ella Mai Baltimore.
Respectfully submitted,
MV -
Saidis S
Law Offices of
Sean M. Shultz
Sullivan Attorney ID No. 90946
26 W. High Street
& Rogers Carlisle, Pennsylvania 17013
26 West High Street (717) 243.6222
Carlisle,PA 17013
Petitioner
IN RE: IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
E. MAI BALTIMORE, a/k/a ORPHANS' COURT DIVISION
ELLA MAI BALTIMORE,
Late of Shippensburg Borough,
Deceased 11/21/2010 No. 21-10-1207
VERIFICATION
The foregoing Petition is true and correct to the best of my knowledge, information
and belief. I understand that false statements made herein are subject to the penalties of 18
Pa. C.S.A. Section 4094, relating to unsworn falsification to authorities.
Date: � l�j !3
3=A R—
Sean M. Shultz, Esquire
Petitioner
Law Offices of
Saidis
Sullivan
& Rogers
26 West High Street
Carlisle,PA 17013
Exhibit "A"'
Law Offices of
Saidis
Sullivan
& Rogers
26 West High Street
Carlisle,PA 17013
4 Irvine Row Phone: 717.701.8412
Carlisle,PA 17013 VAw OFFICE Fax: 717.701.8416
OF
SEAN M. SHULTZ,i�c
contact @Shu1tzLaw0ffice.com
August 4, 2011
Julian Baltimore
410 Westover Road
Shippensburg, Pennsylvania 17257
RE: Estate of E. Mai Baltimore
Our File No. 1439.1
Dear Julian:
Please be advised that the deadline to file the Inheritance Return in the above-referenced
matter is August 22, 2011. To date we have not received the updated information from you
needed to complete the return. Please provide an update of any assets or debts of the estate by
August 11, 2011. Once the Return is drafted you will be contacted to schedule an appointment
to review and sign it. If the Return is not filed and the inheritance tax paid by August 22, 2011,
interest will begin to accrue on the amount of inheritance tax that is due. I cannot determine the
amount of inheritance tax due until I get the requested information from you to complete the
Return.
Should you have any questions or wish to discuss this further, please do not hesitate to
contact me.
Very truly yours,
LA-W OF SEAN M. SHULTZ, P.C.
Sean M. Shultz
SMS/dmh
THE ADVICE YOU NEED.THE RESPECT YOU DESERVE.
4 Irvine Row Phone: 717.701.8412
Carlisle,PA 17013 LAW OFFICE Fax: 717.701.8416
OF
SEAN M. SHULTZ,r.c.
contact@ShultzLawOffice.com
September 12,2011
Julian Baltimore
410 Westover Road
Shippensburg,Pennsylvania 17257
RE: Estate of E. Mai Baltimore
Our File No. 1439.1
Dear Julian:
As you are aware, on August 23, 2011, interest began to accrue on the amount of inheritance tax that
is due, because the Return was not filed and tax was not paid within nine months of the date of your mother's
death. I received your updated list of expenses for the estate. On September 6, 2011, my assistant left you a
voicemail that we need specifics on these expenses. Please provide the following:
1. Truck usage and maintenance - $510.00. Usage of what truck and what was it used for?
Provide details regarding the maintenance on the truck?
2. Gas - $630.00. Was this gas for your vehicle? If so, for how many trips, to where, and how
many miles?
3. Storage Rental — totaling $685.00. What was being stored? We need the copy of the
agreement signed with the storage rental company.
4. Miscellaneous - $190.00. Were these expenses related to cleaning out your mother's house?
We need more details.
5. Labor for 3 weeks of moving, cleaning house and outside work - $1,600.00. Who provided
this labor and how much did you pay them per hour, or what was the basis for the calculation of $1,600.00
(time and hourly rate)?
6. Dump fees-$300.00. Is this for garbage from your mother's home? Do you have a receipt?
Please provide this information as soon as possible.
Very truly yours,
OFFICE OF SE M. SHULTZ, P.C.
an M. Shultz
SMS/dmh
THE ADVICE YOU NEED. THE RESPECT YOU DESERVE.
�Aw Opprcz,
SPAN M. SHULTZ,rc.
November 4, 2011
Julian Baltimore
410 Westover Road
Shippensburg, Pennsylvania 17257
RE: Estate of E. Mai Baltimore
Our File No. 1439.1
Dear Julian:
As you are aware, on August 23, 2011, interest began to accrue on the amount of
inheritance tax that is due, because the Return was not filed and tax was not paid within nine
months of the date of your mother's death. I have not received a response to my letter to you
dated September 12, 2011, requesting more information on the list of expenses you provided to
my office. I have enclosed a copy of that letter for your convenience. Please respond to the
letter as soon as possible. Interest is accruing daily on the amount of inheritance tax that is due.
Very truly yours,
OFFICE OF SEAN M. SHUT P.C.
S M. ul
SMS/dmh
Enclosure
4 Irvine Row Carlisle Pennsylvania 17013
717-701-8412 717-701-8416 fax
Law Offices of
SA.IDIS, SULLIVAN & ROGERS
A PROFESSIONAL CORPORATION
26 WEST HIGH STREET
CARLISLE,PENNSYLVANIA 17013
ROBERT C.SATDIS LEMOYNE OFFICE:
DANIEL L.SULLIVAN TELEPHONE:(717)243-6222-FACSIMILE:(727)243-6486 635 NORTH 12TH STREET,STE.400
ELYSE E.ROGERS EMAIL:attorney®ssr-attorneys.com LEMOYNE,PA 17043
JOHN A.FEICHTEL www.ssr-attorneys.com TELEPHONE:(717)612-5800
DEAN E.REYNOSA FACSIMILE: (717)622-5805
TODD F.TRUNTZ Of Counsel
MARYLOU MATAS
SEAN M.SHULTZ JOHN SL L.G
STEPHE N LROSS
.G
JASON E KELSO E
REPLY TO CARLISLE
February 1, 2012
Julian Baltimore
410 Westover Road
Shippensburg,Pennsylvania 17257
RE: Estate of E. Mai Baltimore
Our File No. 81087-S880127
Dear Julian:
I have written to you multiple times shortly before the deadline for the filing of an
Inheritance Tax Return and then twice since that deadline has passed. I informed you in those
letters that the Pennsylvania Department of Revenue will continue to assess interest and penalties
since the date that the Return was due. You have been utterly unresponsive. If you do not reply
to my office within one week of the date of this letter, I will assume that you no longer wish to
avail yourself of my services. I will then seek to withdraw from representing the Estate. The
Pennsylvania Department of Revenue will, at some point in the future, eventually seek to enforce
the tax, interest and penalties against you. For your convenience, I have enclosed the previous ,
two letters that I sent to you. I look forward to hearing from you very soon.
Very truly yours,
SA , SULLIVAN &ROGERS
can M. Shultz
SMS/dmh
Enclosures
: Law Offices of
SAIDIS, SULLIVAN & ROGERS
A PROFESSIONAL CORPORATION
26 WEST HIGH STREET
ROBERT C.SAIDIS CARLISLE,PENNSYLVANIA 17013 LEMOYNE OFFICE:
DANIEL L.SULLIVAN TELEPHONE:(717)243-6222-FACSIMILE:(717)243-6486 635 NORTH 12-STREET,STE.400
ELYSE E.ROGERS EMAIL:attorney @ssr-attorneys.com LEMOYNE,PA 17043
JOHN A.FEICHTEL www.ssr-attorneys.com TELEPHONE:{717}612-5800
DEAN E.REYNOSA FACSIMILE: (717)612-5805
TODD F.TRUNTZ
MARYLOU MATAS Of Counsel
SEAN M.SHULTZ JOHN E.SLIKE
ROBERT B.HAMILTON STEPHEN L.GROSE
HANNAH WHITE-GIBSON
REPLY TO CARLISLE
July 16, 2012
Julian Baltimore
410 Westover Road
Shippensburg, Pennsylvania 17257
RE: Estate of E. Mai Baltimore
Our File No. 81087-5880127
Dear Julian:
This letter is to confirm in writing that you agreed to pay $50.00 by July 13, 2012,
towards your current balance due of$312.80. You have also agreed to pay $50.00 per month
towards the balance due until it is paid in full. Due to your history of non-payment and difficulty
in reaching you, I am requesting a $500.00 retainer from you, after the payment of the $312.80
currently due, before I will do any further work on your mother's estate.
In previous letters to you, I informed you that the Pennsylvania Department of Revenue
will continue to assess interest and penalties against you from August 23, 2011, the date that the
Inheritance Tax Return was due. They can and will seek payment from you as a beneficiary of
the estate.
Should you have any questions or wish to discuss this matter further, please do not
hesitate to contact me.
Very truly yours,
SAIDIS, SULLIVAN & ROGERS
Sean M. Shultz
SMS/dmh
IN RE: IN TTIE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
E. MAI BALTIMORE, a/k/a ORPHANS' COURT DIVISION
ELLA MAI BALTIMORE,
Late of Shippensburg Borough,
Deceased 11/21/2010 No. 21-10-1207
CERTIFICATE OF SERVICE
AND NOW,this 23r-j-day of April,2013,I,Sean M. Shultz, Esquire,hereby certify
that I have this day served the following persons with a copy of the foregoing Petition to
Withdraw as Counsel of Record by U.S.Certified Mail,Return Receipt Requested,addressed
as follows:
Julian T. Baltimore
410 Westover Road
Shippensburg, Pennsylvania 17257
Administrator of the Estate of E. Mai Baltimore, a/k/a Ella Mai Baltimore
SAIDIS, SULLIVAN & ROGERS
Sean M. Shultz
Attorney ID No. 90946
26 W. High Street
Carlisle, Pennsylvania 17013
Law Offices of (717) 243-6222
Saidis Petitioner
Sullivan
& Rogers
26 West High Street
Carlisle,PA 17013