HomeMy WebLinkAbout10-08-13 ; IN THE COURT OF COMMON PLEAS OF
� CUMBERLAND COUNTY, PENNSYLVANIA
IN RE:
GLEN H. STONER IRREVOCABLE ' NO. ` � � ( I � � I��
TRUST � ti, -� "'�
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� ORPHAN'S COURT DIVISION: `� y �;;
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PETITION TO FREEZE TRUST ASSETS - �
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TO THE HONORABLE, THE JUDGES OF THE SAID COURT: ` �' 4� ''�
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The petition of Glen H. Stoner respectfully states that:
l. Glen H. Stoner ("Settlor") created the Glen H. Stoner Irrevocable Trust Dated
March 30, 2004. A copy of the trust is attached as Exhibit"A."
2. On August 30, 2006, Kenneth E. Stoner, Sr., acting as Trustee, amended paragraph
THIRD of the Glen H. Stoner Irrevocable Trust Dated March 30, 2004, removing Beverly J.
Carlson as successor Trustee and replacing her with Rosey Stoner and adding Wayne Stoner and
Ronnie Stoner as additional successor co-trustees. A copy of the amendment is attached as
Exhibit"B."
3. Both Kenneth E. Stoner and Rosey Stoner have passed, thereby making Wayne
Stoner and Ronnie Stoner the current co-trustees of the trust. Wayne Stoner resides at 506 Dave
Drive, Mechanicsburg, PA 17055. Ronnie Stoner is believed to reside at 24 Bedros Street,
Winham,NH 03087.
4. Beneficiaries under the trust are Bonnie Hockley, 25 Annendale Drive, Carlisle, PA
17015-9140 and Kenneth E. Stoner Jr., 1 Sunset Circle, Mechanicsburg, PA 17050-2456.
�
5. The Glen H. Stoner Irrevocable Trust restricts the co-trustees' powers to distribute
principal or interest during the lifetime of Glen H. Stoner in the following manner:
A. The Trustee shall distribute the income from the trust property
to [Glen H. Stoner] in his/her sole discretion.
B. The Trustee may distribute to [Glen H. Stoner] such part or all
of the principal or the trust property as [Glen H. Stoner] may from
time to time request by written instrument delivered to the Trustee;
however, the decision of the trustee as to that distribution shall be
final.
C. . . . During [Glen H. Stoner's] lifetime [Glen H. Stoner's]
Trustee may pay to or apply for [Glen H. Stoner's] benefit such
amounts from income and principal of the trust property as such
Trustee, in his/her sole discretion considers reasonably necessary
or desirable for [Glen H. Stoner'sJ comfortable support,
maintenance, medical care and welfare, and shall add any income
not so distributed to principal.
6. The co-trustees have breached their fiduciary duties and invaded the corpus of the
Glen H. Stoner Irrevocable Trust by:
a. Removing $25,000 from the trust for the purpose of"loan to Kenneth Stoner."
b. Removing $7,642.10 from the trust for the purpose of"reimburse Ronnie."
c. Writing a check and retaining Seratelli, Shiffman & Brown, P.C., a Harrisburg
law firm specializing in disability law, for $2,500 when Glen Stoner has been
receiving Social Security payments for many years and would have no need of a
disability attorney.
7. It is likely that the co-trustee's mismanagement and persistent failures will continue
and result in further loss to the trust.
8. Further, Petitioner has filed, concurrent with the filing of this petition, a Petition for
Removal of Trustees in Accordance with 20 Pa.C.S. § 7766(b).
9. Petitioner is concerned that co-trustees, upon notice of the Petition for Removal of
Trustees in Accordance with 20 Pa.C.S. § 7766(b), will respond by dissipating, transferring,
and/or hiding trust assets.
10. There is no harm to the trust if said assets are frozen as all are to be used for
Petitioner during his lifetime and NOT for the benefit of the trustees or the beneficiaries.
WHEREFORE, petitioner respectfully requests that this Court freeze all assets of the
Glen H. Stoner Irrevocable Trust pending resolution of the Petition for Removal of Trustees in
Accordance with 20 Pa.C.S. § 7766(b).
Respectfully submitt
MO NEY & ATES
By:
Jo . oon , III, Esq ire
A orney or etitioner
I . # 3 13
30 Yor S reet
anove , P , 17331
717) 2-4 56
VERIFICATION
I verifv that the statements made in this Petition to Freeze Trust Assets are true and correct. I
unaerstand that false statements herein are made subiect to the penalties of 18 Pa.C.S.A. §4904 relating
to unsworn falsification to authorities.
Date: �~ol✓ �o�C��� /
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Glen Harold Stoner
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i, c:�7.,P.lV FI. �`i!'t)Nl;,CZ, �f, 2�3*i5 �3'� Aveuue, FranktE�rt, Illi►ibis G0�23, [t�reby tt�nsfer �ud
' co�zvey the prvperty list�cl. in cletail �n Pd�a�aph PIFT)�heceof ta my brot�er, ��NNL�'I.['1.:.
STaN�it, Shippe�,sb�ug, 1'en�tsyIvfltun, �s Trust�e. Such prnpexly= i�getlior witli 1ny ut,�er
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properly l,ereai}er�ec:civecl by taiy brat�e.�as Ttustee, eaHectivety ze�crrecl to hcxcin as l•hc"ln,sl
p�•npr.rly",sbalt be.IieJd:uid dispused�f us f.ollcrws: . '
• I'��2ST, Tlua AgrearnenE �h�iY 6a known as tho CL�N II. 5TC/1Y�Z�, .IR��V��A,�3T,�
7.�tYlS'.�`dnEed .. arclt 3U ,, Zp9d, I d��Dfl�,1ut]gc x w�s sn:utied tQ ELLA, C. 51'ON�R wli�
prr�eccasect �E ��� ��.�h q� (ytJ9� ]' ACIl11bW1P.�i,gP f�taf I had t��o oltildro.tt� ua��t�Iy 1.�7„L-�PF II.
S'i'UN�R,.�- suid JAN.L?T' SWC7P � �j�
,.. . .. .. . . .,,., �. .. �. I havr. intenii�t�a1ly and uritl� ftt1I �c�wledg� ail
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provide far nty son,C,LLN I:(.�'fONrit,llt.and my daugt�te�-,7,AN".�'1'S'INdPE.'.... _.. . . . . .
S.�!C��: �urang nry ];fetime, I v,�ive We FoltUi�ving powers atid�ri�ltts whict� m1y t�e
exescised by nie d� �y iimc as�d leaVe tZiesu poweCS �nd rigLtts 5ul�iy n�1c� �xr.lusivr,�y in t�xc:
disci�cfi�n aftk�e iru,stee.: . „
„�• �Tc�ad�[n[Lcr pivperty by dCEd or assignaitent ta tlie trvst esi�lte.
• �. T�� G1�a���e, moc�ify ox revoke Elus Tnist}lgteement�md Uie t�e�xt�beroby c�ecied,
in whole or izz pazt.
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� EXHIBIT "A"
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�tD• Duri��g my�ifEtiin•�;� • .._. _,
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� 7Yte J.'rustec slxa!! disitib�te tt�o irecornc fcoiri 11��; tr,�st��raporty Eo mc it� his/her •
sols t�scrcLion, .
�- �c ��t��`�� nluy �IistribuLe ib me staCh part or all of tho'
.pr.operty as I muy�'rom time tn btn�rcquest by writfan insu�ucuildeliv te�!t tlie
Trugteo;ltowa�er,dte deeision oft��e trusteo u,4 ta tka t d tstxi bution s6cill ba fw�� .
• C. Uurirt� �y pcx}od of'te�3��•iu k+hicl� m brotf�er
mann c, y � ���'�� �?• sTpNLT�; �s
uu:eble lo � g` rny finaticiai aff�rrn, I n�m� niY &iend, a3EVEIiLY' J
GAIZZ.SON,Tnilet,f�Iiaois,as snccaseor Truste�: l�uring my]ifetxme m 'rtu
��Y p1Y f� o,r�,�p1y�'o�'n�y�ene�tf such ttmoun(s�'i'ciu ityoome �d ��;ipal of ��
!he t���sF p�perEy as 9uc,6 TtusteG, Le Fus/her'sole
nca�9suty or desir�ble far m�coinfortabtc sc�ppor�3 vf,o a ce rned cal csu'�a��d 1:
wclfare,�nd sIyalI arlrt u,�y income not so disfriButcd tU pi1�cipaL
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rrtnci�af of fhe tr��st propeTtY, withouE saeicin reiruh irs�ment i'tam�n �
g ti �pc,�son, af s�cli Iaortion ti,��
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t2lnes��nd funci�l:tud buriRl a�peugcs, cost�nt'tf�e arIministra�ou "'Y r.- �
. oI'�t�y estatc, inc�cUtedl�css owcd by m�af my dr.�El1, anyvalid i�ys;iWnce, esta.te, irattsfer�td �
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s:icccs9inrti tax,e� beao�►u���payable by�eason of my de�tG, ine�udittg;inte.rest auc�pc�1aIties wItb
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respcct tt��rcfo, �v13ic(1 nty gRecutoc�}�aIl cef{i�[p(c?the�'rustee ca�i�nt be paiJ qut'��the residu+: , r
• a.f tssy 4�xaGate eslat�,i;Catty. . ' �
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1�'�I�TTI: UPou lny deatl1, �(ie ua�uuce pf the Iritst,ifNl�,af�er�xyrneait of.deU -�
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�nd taxcs and spc;�i,�iG•gi1?s as set fo�ti in���tC�out(1�BhaII ba�,isttibul�d as foilows:
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k �. A.Ii tlac re,yt, residue and �einuinder of n�y trust a�idlnr esl'ate is ta becauie tl�e
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� property nfnn� brathei;.T��1'H�.STOhT.ER, anci�is'wife, RO,�FtY 1�iAlti�
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�� S�r*�'�':�J 7'iie '['tvstae shall•Iiav� d�e fallowing a�1E and c�clusive pqwex�s wiih respecE to
,; eac:h trust, exer�;isable in the Trustee's disecelion: '
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:. 1. To retaitt any Jir�perEy, tv sell aE public o�: priY.�tEc sa�e, conttaCt to sell, gra�!
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�_ �opiions E� li�y, cnr�vcy, transfc��, cxchaoge, part'slis�, ctedicAte, lcase or tr��st, rcpair, itnpr.ovc,
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� rexnodoi, dcn�olish,o�•�bandQC�, �,tty rea! o�'petson�l Jnopcz�[y of t�e ttu9t; Co borro�v nlauey, ant!
; tn�rt��1Q�.o�' P��,d�;� fru�t�rrpl�er[y; lp invesf in investtl�en��ade bot�dS, comman or�rc�ferced
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,notes, ceaI ustute mort�u�cs, common tzast fiiu s,Sliates�axiy inv�Eiueat coirfiany or `- "�"
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trast, or or1i�-secut�tics, tuld reaf ur pc1�olial pro�erty, withflu� Gcing (imitcd by law re a '
. g rding
;i�veslmr,nl by TrusEe�;tQ ailo�i�any Erust a�u�c�ivid.ed interest in so-e
• . F p rty,distriE�utc properly
; in eash �r in i;iiid, or partly in•each, ntid to deterrn�ne tla�y���'p��y�ropeLty so allo#Eed o.r
j distribiEled; ia ex�rcisc in erso.�� c�r,b
� Y P�'ox]'ali votinb and a�h er rights,powcrs and priv�icgc,e,
� vud take �ll s[eps to res�lizo a.�► b�ne�fs� �� �spect to stncics ar niher sccurities, fio cau.se any
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S.CLIfII.y U1'0��18C 1'}i'nhPrt�r Fo bo hojd�, u«:,,,,,,�y�r q�e trust�e perea��y� Qr in tFic j,3r�c ni�[!
norninee; fo pny AI1 ex�etues incnrrer� {n t(,e adminislrntiou a�'tl►c t�vsi, u,ud �a�ir}y a�a �ay
lreasnnable oo�:pc�sati�n C� agCnFs IInd onur�sei,.tuclr�tling�r��t�nent eounsel; to crente auE o;f
incur�c xnd ��� •t� p����;�� 1��,�,� �or depreeiatian or obqc,I�scez�ce; to ar,ce�t additionut
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�'r°��rh'�O�ni a,ny persn�i tuid att�nituster!t as a part of the(ruFt; tc►dca2 yylt� �li��ducinty o#'any
otl�er estnte�t tr�u,yt,evet�tt�augt� t6c fidueiary is a Tc�stee I��re;ur:der;tR cort�ptamise pr.�baacio��
�uly claim nr ttetna:�d iii�'avur of ar against tl�e lrus� '
�• � j'1yme��ts uf prvlaipal �nd LttcoBlC m�y h�paid by tj�e Tiu.9(ee fox tCast purposes
in the f�Ilowing ways: (a) #o tli�benefioi� `
ry, (b) tn fbe gu�rdian.af such boneficiary, (c) ia u
t'etat'ive or frieixd afsuch beneC�aiary or(d)c�irec:tly fbr�te�ict�e�t oftbe Uene.fciary. ' •
-�• T� t��exCeat any sueh requirements cau Iegally�ie wa!•ved,no `E'n�stee stta�! evcr
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be requirey�to giv�etty��ond as�'�ust�c;,to qvatitj�befare, be�ppoii�tcd by, �r is�ttio nb�ct�oe of
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Ureflcli of'ElUSt, �c► �ccoutnt to tiny couri; or to obta�n t�� orcicr ar app�nval �f:uxy court in the
exeecis�of uny got�vcr or discrc[io�i E�ex•etitxder.
'�. T(�e stttei�st:y of bcne�ciaries in principal and income sI�all not in niiy v�ay durin�
the[r CsSpectivc i1�Ctir,nes be sahjcct Io tl�e c1a11175 of Ilieit C�Cts;[itpr5, or otl�exs, nor io legat
pcpec;�s,and rnay not be voluftt�triIy or involurtturily nliet,ated orcncum�icrod_
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.� S� �I'+i�`xi: Tlzis u�reemeuk,�nd t1tG trt�fs shall be cvn�ttued and ccgulated euacl their validily
I a��cf eft�eci�1�:�i1 be det�rnti�ed by ilie 1aw o£tho Staee of Illinois. .
'�--G'�-�� Arayonc de�ling witl� d�e Tnislee may dc�sa wxtF�out being obii�utec� to sec tci tho
apPltcaFior� o�f Ruy mauay or pr�pec�i.y 1?aid or deUvaced to d�e Trustcc. .A.Isa, i�lie assw•a��c� iu�
writing by the'Tt-u,glr,c; tk�t tj�e 7'rt�4tcc.Ls actin�in accord�nce witF� lbis lustrument sha11 fLliy
protect a.�ayoue dc�,fing t►�th ihe Tru,qice. ,
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W�iLI��A,S, Gle�i Ei.Stnnzr, as SefElc;r anci t�erui�th�, Stoner,Sr.,zs T:11Ht�� revious: 1��
into un lrrcvor.�bIc 1'rltst Agrec:n�e,tt�datetl March 3Q;Z004;�tnd P y eri.t,,ed
VVIi`F,R�;A,y, i� p�traFraptt SEC;QND I3. ot said Tttist A�eernont S4te1�� wa.ivcd thE rigl�t to
change,rnodtj'y 8r rcvoke tlxa 1'rUSf qgree���i enterec[into in favor of the Trusioe;enc�
j�������4, Trustee nnw fi�nds ir neceesa for
eer[ain oha�ges in .factual circumstanccs, to euzend Ihe Trusi A�eem�ntprcvlously eniercd irzto, of
NC}W,T�C�`+Y'On�,the'I iuslee modiiies, cotrccts arad rmiends tho Cr1en�i. Staner Irrevc�cctblG
T��ust daied Mazch 30,200�t�s f.olIowfi:
I� Setticr's reside�ncc is presently 21 W;�itme�•R�ad, S6�ppe�,b��x�, �uu�haxnPcare'�'�wnship,
cuu�Ucrlanct c;ounty,��ru�.sylvania i7257.
�• Trt�sle�'s enrrect namt; is F�eruteth�, Stnner, Sr., noE Kenrteth l�, $tt�rl�t As Yclercnccc(in
��nrif�nul Tnzst A�reement.
3• P�b'�P�'�'HrRll C,is modi(icd as fallrnvs:
"Auring any period ot'time when Kenneth�, Stoncr� Sr,� 2s unablc �o aci in the
cupaeity �f Tn�stec for any rea.son, Ra�sey M. 5t�ner shall act �s suscessnT
Tnistcc. Itt t�e fur[her c�vealt ths�t neitt�er I�enneth P, Sta�es� Sr.� b��Roscy Stoner
are .��y�e � f�C� A*J Truytee, lt.onnie ,�, Stoncr, preser�lly•of ?.4 I3cc�ros Sf�eet,
'Wt,�dhaai, I�Few ,��Fh�� p3087-i626, and Wayne p, ,g#oiter, preser�tly of
5i?d David D��ve, Mechnniesburg, Pcnnsylva,1;1 17�50-2471, or t�1e 61acv�VOr
�acreo(; sha1I acE as successar Cu-Traztaes ....'° (',('he remainde�r ��p���tph
THIItU C..5ha11 rerpain in full�'arce and efFe.��.
4. r'tra,gr�►P�� z'I�T'!•I o#' tI�c 'I'nist ,Agrecme�t is ntpdificd as �'oilot�s as the r�al cstale
dosaabed il�erei��3��,s c�crw bcan 1icTuiduted:
"U�on any dea#li, tl�c res� residue t�nd retzt»inder of the Trust, iP ar,y, aftwr
paym�nt of debts, expenses, t�sxes und Specific gii�s As soe forE,h ir� Paragr�ph
.�'�URTI�t s2�a11 bo distributcd#o rny bro}I�er,Kcnncth L'. Stonc;r, 5r., rui sister-in-
lnw, Rasey M. S[c�ncr, or tc� the s��ivar lhcreaf. Tn tl�e further event that
»�ii#tcr I�vnncth E. Stancr, Sr,, nar Rasey M. Stone� surt�ve me, I ihen direct
lh�t the said rest,residuc:atkt�t�z�uei���eJ�4rihe Trust b�eaually c�istn�uted ainong
rr►Y liN��g nieccs and ncphcws, naroely, W�ync p, Stoc�er, Itannie E. Stuner,
JCenncth.�. Stoucr; dr., Donnie L. I•it�cicicy, wh� si�rvive mc, �,er siir�aes, ii Geing
iny spcciTc intent to omit my niece, Conn�e M, Stoner, wha is ciisabled ���d who
wi11 bc ade.�untely pmvlde�i for by�theis. ,
� �
EXHIBIT "B"
WEIcL� G ��:;nClq7'ES. A.L. - qTTC17NEY5 A1' LnW � t�u c:aST Kt.yG 5ZNgE�'—Llfti�n�N58URG. rA 172��_1]9� f
9LfOLd a{epassypue6auooW«£EL009bLt6 60�91 bZ-bO-£ti�Z
,
in�a.Ri�a�T o�;oa #r�s �.o»io22
�• �`�ab'T�.h S��rN'I'I3 of the'!'mst A�reement is madified to rcacl as foll�ws; .
`��I�his.��rec,'ment�nd the ttusts sha31 he const�ued aud regulnteci�nc��l�qr validity
t�d c:ffect sh�II ba datemtined bY i�e law of the Cun�unonwealfh of
1'�nrl�ylvanin.,�
��- �1F7 oihesr terrns ur�d COS7[31t1A17.9 n{;,IIC SIIII'L IftL'VPCr7I7�6 T�llS� fI2.tL'l� Nfnrc� 3q� .?pU� aliai!
rem�dn in fi�p Foroo und ctfn;t.
Trustee has si,�ned this Am�n�imcnt this,�g dAj�OP
.s��G�-:� -„--� 2QOG.
".-������� �
, G1tn�I.Storler,Settier
Settler Acknowl�dge!t thai,he h�s roviewed the A�nenciment and aonsc:nis th�retv a�tlinugli sucli
consttnt is�ot reyuirul by l�w.
l}atcd: ..�.�b"6� _ __ G�,-e�•~�:�-!�
� t�
Ke�meQ�L,Sta�er,Sr.,Trustee � —
W'3�Gl.t�ASSnGIa�S, AC. -.1TTOrtrvrv5 ilY Lraw•• teu �qsi I:ING SrRCr.z.. s>uvpr;NS�uRU, nA 17x97 1s�7
9111�d ��el�ossyp¢e�tauaoWt<£ELaQ9bL1.8 60:91 @Z-bQ-£60Z
i4l2812Qi1 07:03 �T5� N.Q181022
COMM�NWF.�I.LT�-I 0!��Ef�TN5Yl..VAAIIA ,
cOUN�rY UF t:UMi3�RLqNn = ss
Oa t}us, thc_�[)� day of
for sr�id C�ura � 2U06,.bef<�ro me, n Nofi�try P�bitc ui and
ty atut Slute, the w�dets3�;ned c cer,per�orxally appea��d Glen x1. Stoner,k.t�own t�
me(or satisfactc�rily proven)ta be, the per�on whosc nanie i,s sabseribed to f]xe vyit6iz��Strt:ui�ent,
ar�td acknowledgcd i}�at he cx�t;c�r�{�]lc same for fihe purpdses tfier.�in contained,
��''������ �I.�,ItEQ];rliereuntu sei my h�ad and o�ciri!sc:al.
u',,.,.o,r,t �.1f�.�.,,� _--,.�(SEAL)
No7ARkV.seAl. '��.,��:r,�•,•,•
PATRICIA LTOME ,,,t:�:i�•,M,.nrf,ir'„1�:`
,«..n ,,.»
Noltuy Puhilc ,.,�,.`•�+t�t��r ;c;a`.w.,; ..
S}�°F'F1�56URGBOROUGtCUMDESt1ANbCAUMY ; '�: :'r' '• ' = '. ��
hiy Commissfo�ExpiM ro�Jun 7,ZDQB .ipj.;�"•'��:�,�j�;`,;;�;�J"�.,°;�+•.'
•:•S{�t il�i Z.ry:�..�i�''• ` ��•
cONrM�Nwr•�..A.i,�r o�Y�rrNsYl.,Vi�Nrn , . _��'l''r:. .`.=} .� • . =;;.
,: ;�:,• .�.,::_-;x.,.
C.C7UNiY . SS _Y•,�..`,,��;,.;�,,...:��'� '� ,
DF L''t7MBNFtL'�Lh�[3 rx� �:-:��'�f�•', . �,�~
� ,',�..,'��el:�^''.:
y'.'��r ri�`.�t :.,j...
�'7"�
g�5�;�
On this, the�d ctRy Rf �2pp6, before xne� a Nofary �+ublic in and
�'�r snid County and State, tl�a unders�±��r, ersonalI •
lrnown tp me (nr snt2sfnctoriz � � � �' �pp��'r� �c����s �. Stoner, Sz.,
+nstrument,nncI acknuwledged ththe axccute�h same forth purposes iherein ec,nt�inccl.�Yi#fiin
1N W17NESS WH�REOt*,I het�euni�sc:t u�y hw�d aitc3 nCftciat senl.
� ' --�r��_... ��AL
� )
�� N�.s qL ..
P/L'RICE�LTdME 'i;;��s;;�I;''":
� �'�f�Y PUAItc ,.,.r 2': ....,, •��'=
. l�FJ�fS�1RGBL�t[RfEf{�(q�A,'fDCCl1MY .s`�. �c%.v:kcri:
MY�ommfss�n�UesJUn 7.2oos t ..• `'� . .. .
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.,�J'••r•r f '' .�
. ,f� .
. '�:F . i .�.+ '•.
W�:lGf.E � AS50LiqTCS. P.C. •-a7TGi7rvFyy AT LnW+ f2G�qST KIN� S�i EE7'—S:�IPpE1J519UqG. pti •IT.:57•L3a7
g��Z�d a;e��assypueRauooW{t�LOQ9titl8 60=9�fiZ-trO-£�OZ