HomeMy WebLinkAbout11-17-14 r �
ESTATE OF JUNE K. OTTO, : IN THE COURT OF COMMON PLEA� OF
DECEASED : CUMBERLAND COUNTY,�ENNSY��Al`��'�'
. ORPHAN'S COURT I� ION� �a o
� {r! � C� �--- '^� �:.7
� : f._ � .� r�i
: NO. 21-OS-0544_ =_ �,�, ..�, , , ;
. , ,, a
- . �
_
, -� - . _. .
_._3 , -�.i
ANSWER OF CO-EXECUTORS TO PETITION �� � �=;
_r_ r.�.�
FOR ORDER DIRECTING CONVEYANCE OF REAL PROPEItTY
r�, �,� c�
....� `r�
AND NOW this 17�'day of November, 2014, come EDWIN R. OTTO and PATRICK K.
MYERS, Co-Executors of the Estate of June K. Otto, and respectfully file this Answer, by and
through its attorneys, Irwin & McKnight, P.C., to the Petition for Order Directing Conveyance of
Real Property filed by Randy L. Cramer, and in support thereof avers as follows:
1. After reasonable investigation, the Respondents are without knowledge or
information sufficient to form a belief as to the truth of the averments of fact contained in
paragraph one (1) of the Petition so they are therefore specifically denied and strict proof thereof
is demanded at trial.
2. The averments of fact contained in paragraph two (2) are admitted.
3. The "Agreement of Sale" referenced by Petitioner in paragraph three (3) speaks
for itself and therefore no response is required. To the extent a response is required, any
inference that all pertinent terms and conditions are contained within the document and that there
are not important terms omitted from and inconsistencies within the document are specifically
denied ar�d strict proof thereof demanded at trial.
4. The averments in paragraph four (4) are denied as stated. It is admitted that the
Petitioner's attorney, not the Decedent, recorded a Memorandum of Agreement as attached to the
Petition. The remaining averments in paragraph four (4), including any inference that all
LJ
�
pertinent terms and conditions are contained within the document and that there are not
important terms omitted from and inconsistencies within the document are specifically denied
and strict proof thereof demanded at trial.
5. The Decedent's Last Will & Testament referenced in paragraph five (5) speaks
for itself and therefore no response is required. To the extent a response is required, any
inference that all pertinent terms and conditions are contained within the document and that there
are not important terms omitted from and inconsistencies within the document and with the
aforementioned "Agreement of Sale" are specifically denied and strict proof thereof demanded at
trial.
6. The averments in paragraph six (6 j are denied as stated. It is admitted that the
Decedent's property was not subdivided either at the time that Petitioner's attorney prepared the
aforementioned "Agreement of Sale," or at the time of the passing of the Decedent. It is also
admitted that the "Agreement of Sale" prepared by the Petitioner's attorney does not further
specify the responsibility for subdivision and payment of the significant costs associated with
subdivision. The remaining averments in paragraph six (6), including any inference that all
pertinent terms and conditions are contained within the documents and that there are not
important terms omitted from and inconsistencies within the documents are specifically denied
and strict proof thereof demanded at trial.
7. The averments of fact contained in paragraph seven(7) are admitted.
8. The averments contained in paragraph eight (8) are conclusions of law to which
no response is required. To the extent that a response is required, the averments in paragraph
eight (8), including that Respondents were solely responsible to obtain subdivision approval and
bear all of the significant costs and expenses of subdivision, are specifically denied and strict
proof thereof is demanded at trial. To the contrary, Petitioner's attorney prepared the
"Agreement of Sale" without including terms as to the party responsible for, the timing of, or the
payment for the considerable subdivision expenses, and said document should therefore be
construed against Petitioner.
9. The averments contained in paragraph nine (9) are conclusions of law to which no
response is required. To the extent that a response is required, the averments in paragraph nine
(9), including that Respondents had "legal title and access to the entire tract which was to be
subdivided" are specifically denied and strict proof thereof is demanded at trial. To the contrary,
and by way of further answer, Petitioner's attorney had previously recorded the aforesaid
Memorandum of Agreement of record �n the Cumberland County Recorder of Deeds office, a�nd
Petitioner has had and continues to have physical access to and use of the subject property.
10. The averments in paragraph ten (10) are denied as stated. Ii is admitted that
Respondents engaged the services of surveyors and engineers with regard to obtaining
subdivision approval, and that Respondents consistently conveyed to Petitioner and his legal
counsel that a portion of those subdivision expenses would be Petitioner's responsibility. The
remaining averments in paragraph ten (10) are specifically denied and strict proof thereof is
demanded at trial.
11. The averments contained in paragraph eleven (11) are conclusions of law to
which no response is required. To the extent that a response is required, the averments in
paragraph eleven (11) are specifically denied and strict proof thereof is demanded at trial.
12. The minutes referenced in paragraph twelve (12), and more importantly the final
subdivision plan filed of record in Cumberland County, speak for themselves and therefore no
response is required.
13. The averments in paragraph thirteen (13) are denied as stated. It is admitted that
Respondents have not signed a Deed transferring the subj ect property to the Petitioner. The
remaining averments in paragraph thirteen (13), including any inference that all pertinent terms
and conditions are contained within the documents and that there are not important terms omitted
from and inconsistencies within the documents, are specifically denied and strict proof thereof
demanded at trial.
14. The averments in paragraph fourteen (14) are denied as stated. It is admitted that
Respondents sold the Decedent's other real property in order to have sufficient funds to pay
among other obligations the Pennsylvania inheritance taxes due to the Department of Revenue.
The remaining averments in paragraph fourteen (14), including any inference that Respondents
were not permitted to transfer Decedent's other real property, are specifically denied and strict
pr�of thereof demanded at trial.
15. The averments contained in paragraph fifteen (15) are conclusions of law to
which no response is required. To the extent that a response is required, the averments in
paragraph fifteen (15) refer not to a demand but to correspondence specifically offered and stated
to be settlement proposal terms, and they are therefore specifically denied and objected is raised
as to the admissibility of said terms.
16. The averments contained in paragraph sixteen (16) are conclusions of law to
which no response is required. To the extent that a response is required, the averments in
paragraph sixteen (16) are specifically denied and strict proof thereof is demanded at trial.
17. The averments contained in paragraph seventeen (17) are conclusions of law to
which no response is required. To the extent that a response is required, the averments in
paragraph seventeen (17) are specifically denied and strict proof thereof is demanded at trial. By
way of further answer, the "Agreement of Sale" and associated Memorandum were prepared by
Petitioner's attorney yet are silent as to key terms and obligations, including terms as to the party
responsible for, the timing of, or the payment for the considerable subdivision expenses and costs
necessarily required in this matter. Respondents have consistently taken the position that the
terms of the "Agreement of Sale" should be construed against Petitioner as his attorney prepared
and recorded the documents, and furthermore that Petitioner should be responsible for a
proportional share of the considerable expense while Petitioner has continued to use and utilize
the subject property.
1$. The averments contained in paragraph eighteen (18) are conclusions of law to
which no response is required. To the extent that a response is required, the averments in
paragraph eighteen (18) are specifically denied and strict proof thereof is demanded at trial.
19. The averments contained in paragraph nineteen (19) are incomplete and therefore
incapable of being answered. To the extent that a response is required, the attorney for Petitioner
did not pro��ide the under�igned with a copy of the proposed Petition prior to it being filed and
did not otherwise respond to the aforementioned settlement proposal prior to filing the Petition.
WHEREFORE, Respondents EDWIN R. OTTO and PATRICK K. MYERS respectfully
request that this Honorable Court dismiss the instant Petition filed on behalf of the Petitioner in
this matter on the basis that objections have already been filed to the accounting and that
Petitioner already occupies and has use of the subject property pending determination by this
Court of the proposed accounting of the Respondents and objections by the Petitioner, together
with such other and further relief as this Court deems just.
Respectfully Submitted,
I IN & McKNIGHT, P.C.
�
By:
Do glas . Miller, squire
Supreme Court ID No. 83776
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pennsylvania 17013
(717) 249-2353
Dated: November 17, 2014 Attorney for Respondents
VERIFICATION
The foregoing document on behalf of the Respondent is based upon information which
has been gathered by counsel for the Respondent in the preparation of this document. The
statements made in this document are true and correct to the best of the counsel's knowledge,
information and belief. The Respondent's verification cannot be obtained within the time
allowed for filing the pleading. The undersigned is therefore verifying on behalf of the
Respondent according to 42 Pa.C.S.A. § 1024(c)(2). The undersigned understands that false
statements herein made are subject to the penalties of 18 Pa.C.S.A. Section 4904, relating to
unsworn falsification to authorities.
ougla G. Miller, Esquire
Date: /�/��'►� C�� �1�/
CERTIFICATE OF SERVICE
I, Douglas G. Miller, Esquire, do hereby certify that I have served a true and correct copy
of the foregoing document upon the persons indicated below by facsimile and by first class
United States mail, postage paid in Carlisle, Pennsylvania 17013, on the date set forth below:
DAVID A. MILLS, ESQUIRE
BLAKEY, YOST, BUPP & RAUSCH, LLP
17 EAST MARKET STREET
YORK, PA 17401
Date: November 17, 2014 IRWIN & McKNIGHT, P.C.
� �.
Douglas Miller, Esquire
Supreme Court ID No. 83776
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, Pennsylvania 17013-3222
(717)249-2353