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HomeMy WebLinkAbout05-02-13 '.cCORDED 0 - , r��ctsr�t� o. .� IN R.E: . IN THE COURT t3F COMM4N PLEAS ESTATE ANU TRUS"C' OF .�Iii3 I�IflY� 2 �fiJMBERqLAND COUNTY� PENNSYLVANIA MILI)RED I.. FEEN�Y . ORPfIANS' COUR'I�DIVISION DECEASED GL�ri{{�I�, 2413-00447 ORPHp,,dS' ( CUf•t$ERL.AP�G Nt7TICE TO CURRENT TRUST BENEFICIARIES UNAER 20 Pa.C.S. �7780.3 On behalf of Cieorge A. Seamands, Successor Trustee of fhe Thomas J. and Mildred L. Feeney Revocabie Trust Agreement,otiginatly dated September !2, 199'7, as amended and restated on March 20, 1998, and as subsequently amended os� September l2, 20Q0 and on September 14, 2001 (collectively, the ""I"rust AgreemenC"), established by Thomas J. Feeney and Mildred L. Feeney as Co-Settlors, you are hereby notified of the foilowing particulars: 1. The Trust was created by Thomas J. Feeney and Mildred L. Feeney, as Co- Settlars, by that certain Revocabie Tnsst Agreement,originally dated September 12, 1997, as amended and resiated in its entirety on March 2Q 1998, and as subsequently amended on September 12, 2000 and on SepYember 14, 2001, with 7'homas J. Feeney as original Trustee. 2. Original Truscee and Co-Settlor Thomas J. Feeney died an Apri129, 2003, a resident of Curnberland County, Pennsylvania, �. By that certain Acceptance and Appointment dated June 7, 2003, George A. Seamands became sole Successor Trustee of the Trust. 4. Aceording ta its terms, the Tnzst Agreement becarne inev�eable in 2063, upon the death of Co-Settlor Thomas J. Feeney. 5. Co-Sattlor Mildred L. Feeney d'aed March 31, 24]3. The Register of Wills of Cumberland County, Vennsylvania, has issued Letters Testamentary to Robert R. Church and George A. Seamands, as Co-Executors of the Estate of Miidred L. Feeney, deceased. 6. In accardance with law, the follawing particulars are provided concerning the Trustee's cantaet infprmation: George A. Seamands, Successor Trustee, 9214 Sztter Piace, Springfield, VA 22 1 53-1 025. 7. As a beneficiary, you have the right ta receive a copy of the Trust Agreement,as well as the right to xeceive, at least annually, a written report of the assets of the Trust, indicating their rnazket value (if feasible), as well as the Trust's lit�bilities, receipts and disbursements since the date of Yhe last such report by the Trustee. Yoa aiso have the right ta waive your right to reeeive sueh noflcas, 8. This required statutory nptificaticrn is being provided to the following currenY beneficiaries of the Trust, whase interests are indicated below: Name of Beneticiarv Address Description of'Gift The American Red Cross 1$04 N. 6tn Street $7,Q00, for its disaster relief Harrisburg, PA 17102 fund The Salvation Army ] i2� Green Street $7,040, far use its disaster Harrisburg, PA 17102 relief fund Mrs. Terri Pontes 277�} Bucklepost Crascent b.6°la,but nat more than Mississauga, On., LSN IXS $7,000 Canada Mrs. Carol Ann Davies R.R. #3 Statian Main 6.6%, but not rnore than Hwy. 118E, #3000 $7,000 Bracebridge, On. PI L IXI Canada Frank and Margaret Graham, 20 Prince Arthur Avenue, #4I} 6.b°lo,but not more than equally or to Yhe survivor of Toronto, On., MSR 1B1 $7,004 them Canada Arthur and Helen Neish BOTH DECEASED 6.6%, but not more than Knight, equally or to the $7,OQ0 —This Legacy has survivor ofthem Lapsed. George Albert Caverly DECEASED 14.2°fo, bu# nat more than $15,000 —This Legacy has Lapsed. Robert P. Feeney and Eileen 42 Danica Road 29.7%, but not more than Mescali Feeney, equally or to York, ME 03909 $31,SQ0 the survivor crf them Brendan F. Feeney and Mary 17 Hagar Street 29.7°/a, but nai mare than Egan Feeney, equally or to the Newtan Lawer Falls, MA $31,SQ0 survivor ofthem 02462 Subtotal - Pecuniary Legacies (Bxcluding Lapses) $98,000 Name of BeneficiarV Address Description of C`ii$ Hospice Fund of the Veterans 1700 South Lincoln Avenue 50°lo af Trust Residue Administration Medical Cent�r Lebxnon, PA 17042 Military Officers' Assaciation 2dl N. Washingtan Street Sd°lo af Trust Residue of America Scholarship Fund Alexandria, VA 22314 Mark A. Pacella, Chief Deputy Office of Attorney General Pazens Patriaa Attornev Genera( Charitab(e Trusts and Review of Trust dr�anizations Section AdministrationlDistributian 14` Floor, Strawbeny Square Harrisbwg, PA 17120 This notification was prepared by the undersigned as counsel for the Trustee. KEEFER WOOd ALLEN& RAHAL, [.LP Dated: May 1, 2013 $y: ��11 "� Robert R. Church, Esq. Attorney I.D. #40385 210 Walnut Street, P.O. Box 11963 Harrisburg, PA 17108-1963 {717} 255-8059 Attorney for George A. Seamands, Successor Trustee _ _ . KEEFER WOOD ALLEN 8� RAHAL, LLP ATTORNEYS AT LAW 214 WALNtJT 3TREET P.O. B4X 11983 aF coUNSe�: ROBERT R. CHURCH HARRISBURG, PA 1710$-1965 N.DAVID RAHAI Phone:1717) 255-8059 ESTABLI5HED IN 1878 CHARLES W.RUBENDALL II Fax:{717}255-$O50 _____ rc hurch�keeferwood.com May 1, 2013 Glenda Farner Strasbaugh, Register of Wills Cumberland C",ounty Courthouse One Courthouse Square �arlisle,PA 17Q13-33$7 Re: Estate and Trust of Mildred L. Feenev.deceased Dear Mrs. Strasbaugh: I enolase for filing in this matter the original and one{1)copy ofa Natice Eo Current Trust Benefioiaries Under Section 20 Pa.C.S. §77803. Today I rnailed this Notice to Frank and Margaret Graham, whose current whereabouts were unknown when I sent the priar Notice to all other beneficiazies on April 30, 2013. Ptease time-stamp the enclosed additional capy of the enclased Notice and return it to me in the enclosed stamped, self-addressed envelope. Thank you for your assistance in this rnatter. Very truly yours, KEEFER WC}4D AL,LEN &RAHAI,, LLQ By: ��f �t�"��^�Z.� Robert R. Church, Esy. RRClkpf , ' Enclosures ; cc: George A. 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