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HomeMy WebLinkAbout11-12-13 (3) I IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-OS-927 CUMBERLAND VALLEY MEMORIAL PERPETUAL CARE TR�IST Dated November 8, 2000, as Amended September lc�, 2004 � �a � c o {T�� r, � � �J � c� rn � � c.ry cF� �� SECOND AND INTERIM ACCOUNT FILED�Ib '— �—' r'�� ��`�' � m N �.� �s PNC BANK, N.A., TRUSTEE � cn .-��� �, ��y ("THE ACCOUNTANT") � � c:•r � �' -`� � �. '�:�r c=� , ;� �--� i:..�_ r,r AUDIT NOTICE � � � �� ' To all parties in interest: The Second and Interim Account (the"Account") of the Cumberland Valley Memorial Perpetual Care Trust, Settlor, as stated by PNC Bank, N.A., Trustee, has been filed with the Clerk of the Orphans' Court Division of the Court of Common Pleas of Cumberland County and will be presented for audit before that Court on Tuesday, January 14, 2014 at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania, and will be confirmed on that date. The Account has been filed due to the passage of time and in accordance with 9 Pa. Con. Stat. § 308 (a). The trust continues in perpetuity. The Accountant will request the court to review the transactions in the Account and the disbursements made pursuant to the terms of the trust, and will request the court to award the balance of the trust back to the trustee for further administration as directed in the trust and as provided herein. In addition, the Accountant has requested the Court approve the payment of filing fees in the amount of$615 from the principal of the Trust. 4753869.1 � lJ Pursuant to rules of court, notices are being sent to those having an interest in the trust. It will not be necessary for you to appear or to have a lawyer appear on your behalf at the audit unless you have matters or objections to present to the court with respect to the administration of the trust, transactions in the Account, including the trustee's compensation, payment of counsel fees, and the proposed distributions. If you do have matters or objections to present, you must file written objections in conformity with local rules prior to the audit or appear in person or by counsel at the audit under penalty that the court may otherwise assume that you have no objections and it may approve the trustee's Account, administration of the trust, and compensation, and award the balance of the trust to the trustee for further administration as provided by the trust agreement and as provided herein. If you would like a copy of the Account, or the Trust, or if you have need for any additional information or documentation, please contact the undersigned. Erin E. McQuiggan, Esquire Obermayer Rebmann Maxwell &Hippel LLP 1617 JFK Boulevard 19th Floor- One Penn Center Philadelphia, PA 19103-1895 (215) 665-3062 Dated: November 7, 2013 � A copy of the foregoing Audit Notice was sent on November 7, 2013 by first class U.S. mail to the following: Cumberland Valley Memorial c/o Stonemor Partners LP Attn: Derrick Smiley 311 Veterans Highway Suite B Levittown, PA 19057 PNC Bank, National Association c/o Kathleen L. Singleton 620 Liberty Avenue Two PNC Plaza - 25th Floor Pittsburgh, PA 15222 Mark Pacella, Chief Deputy Office of the Attorney General Commonwealth of Pennsylvania Charitable Trusts and Organizations 14th Floor, Strawberry Square Harrisburg, PA 17120 4753869.1