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HomeMy WebLinkAbout05-01-13 IN RE: IN THE COURT OF COMMON PLEAS ESTATE AND TRUST OF CUMBERLAND COUNTY, PEgSSYLVAN--IA -10 -73 rn MILDRED L. FEENEY ORPHANS' COURT DIVISIO —3 � DECEASED NO. 2013-00447 A = C, �� ° � r a n ;z M NOTICE TO CURRENT TRUST BENEFICIARIES°a r? ca ° `11 UNDER 20 Pa.C.S. 47780.3 J "' C» C, co On behalf of George A. Seamands, Successor Trustee of the Thomas J. and Mildred L. Feeney Revocable Trust Agreement, originally dated September 12, 1997, as amended and restated on March 20, 1998, and as subsequently amended on September 12; 2000 and on September 14, 2001 (collectively, the "Trust Agreement"), established by Thomas J. Feeney and Mildred L. Feeney as Co-Settlors, you are hereby notified of the following particulars: 1. The Trust was created by Thomas J. Feeney and Mildred L. Feeney, as Co- Settlors, by that certain Revocable Trust Agreement, originally dated September 12, 1997, as amended and restated in its entirety on March 20, 1998, and as subsequently amended on September 12, 2000 and on September 14, 2001, with Thomas J. Feeney as original Trustee. 2. Original Trustee and Co-Settlor Thomas J. Feeney died on April 29, 2003, a resident of Cumberland County, Pennsylvania. 3. By that certain Acceptance and Appointment dated June 7, 2003, George A. Seamands became sole Successor Trustee of the Trust. 4. According to its terms, the Trust Agreement became irrevocable in 2003, upon the death of Co-Settlor Thomas J. Feeney. 5. Co-Settlor Mildred L. Feeney died March 31, 2013. The Register of Wills of Cumberland County, Pennsylvania, has issued Letters Testamentary to Robert R. Church and George A. Seamands, as Co-Executors of the Estate of Mildred L. Feeney, deceased. 6. In accordance with law, the following particulars are provided concerning the Trustee's contact information: George A. Seamands, Successor Trustee, 9214 Setter Place, Springfield, VA 22153-1025. 7. As a beneficiary, you have the right to receive a copy of the Trust Agreement, as well as the right to receive, at least annually, a written report of the assets of the Trust, indicating their market value (if feasible), as well as the Trust's liabilities, receipts and disbursements since the date of the last such report by the Trustee. You also have the right to waive your right to receive such notices. 8. This required statutory notification is being provided to the following current beneficiaries of the Trust, whose interests are indicated below: Name of Beneficiary Address Description of Gift The American Red Cross 1804 N. 61h Street $7,000, for its disaster relief Harrisburg, PA 17102 fund The Salvation Army 1122 Green Street $7,000, for use its disaster Harrisburg, PA 17102 relief fund Mrs. Terri Pontes 2774 Bucklepost Crescent 6.6%, but not more than Mississauga, On., L5N IX5 $7,000 Canada Mrs. Carol Ann Davies R.R. #3 Station Main 6.6%, but not more than Hwy. 118E, #3000 $7,000 Bracebridge, On. P 1 L IXI Canada Frank and Margaret Graham, TBD 6.6%, but not more than equally or to the survivor of $7,000 them Arthur and Helen Neish BOTH DECEASED 6.6%, but not more than Knight, equally or to the $7,000—This Legacy has survivor of them Lapsed. George Albert Caverly DECEASED 14.2%, but not more than $15,000 —This Legacy has Lapsed. Robert P. Feeney and Eileen 42 Donica Road 29.7%, but not more than Mescall Feeney, equally or to York, ME 03909 $31,500 the survivor of them Brendan F. Feeney and Mary 17 Hagar Street 29.7%, but not more than Egan Feeney, equally or to the Newton Lower Falls, MA $31,500 survivor of them 02462 Subtotal—Pecuniary Legacies (Excluding Lapses) $98,000 i Name of Beneficiary Address Description of Gift Hospice Fund of the Veterans 1700 South Lincoln Avenue 50% of Trust Residue Administration Medical Center Lebanon, PA 17042 Military Officers' Association 201 N. Washington Street 50% of Trust Residue of America Scholarship Fund Alexandria, VA 22314 Mark A. Pacella, Chief Deputy Office of Attorney General Parens Patriae Attorney General Charitable Trusts.and Review of Trust Organizations Section Administration/Distribution 14` Floor, Strawberry Square Harrisburg, PA 17120 This notification was prepared by the undersigned as counsel for the Trustee. KEEFER WOOD ALLEN & RAHAL, LLP Dated: April 30, 2013 By: lel� Robert R. Church, Esq. Attorney I.D. #40385 210 Walnut Street, P.O. Box 11963 Harrisburg, PA 17108-1963 (717) 255-8059 Attorney for George A. Seamands, Successor Trustee KEEFER WOOD ALLEN & RAHAL, LLP ATTORNEYS AT LAW 210 WALNUT STREET P.O. BOX 11963 OF COUNSEL: ROBERT R. CHURCH HARRISBURG, PA 17108-1963 N. DAVID RAHAL Phone: (717)255-8059 ESTABLISHED IN 1878 CHARLES W.RUBENDALL II Fax: (717)255-8050 ----- rchurch@keeferwood.com April 30, 2013 Glenda Famer Strasbaugh, Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 Re: Estate and Trust of Mildred L. Feeney, deceased Dear Mrs. Strasbaugh: I enclose for filing in this matter the original and one (1) copy of the Notice to Current Trust Beneficiaries Under Section 20 Pa.C.S. §7780.3. Copies of the Notice were sent to all current beneficiaries except for Frank and Margaret Graham, whose current whereabouts are unknown. If they can be located I will send a Notice to them in future. Please time-stamp the enclosed additional copy of the Notice and return it to me in the enclosed stamped, self- addressed envelope. Thank you for your assistance in this matter. Very truly yours, KEEFER WOOD ALLEN & RAHAL, LLP By: OP944�_ w Robert R. Church, Esq. RRC/kpf e> Enclosures M o m � cc: George A. Seamands, Co-Executor and Trustee(w/enc.) ca v ,tlA _ C� � Z: n iz CD d c> C> 3 i C) C � °= n I rn c.> cr> o co -n