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COMMONWEALTH OF PE.NNSYLVANIA
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COURT OF COMMON t;'LEAS
<~artbeJ;>iand COJt1ty
. ~ . JUDICIAL OIS::rR1CT
9th
NOTICE OF APPEAL
FROM
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-DISTRICT .JUSTlCE JUbGIVlENT
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COMMON PLEAS No. od'~
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NOTICE OF APPEAL
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Notice is giv.en that the appellant has filed in the above Court of Common Pleas an appeal from the judgment rendered by the District Justice
on the date and in the case mentioned below.
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NAMe: oF' APPIt:L.L.ANT
.......-G. CIS"T. 1'10, OR" NAMe: Of' D.J.
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ADDRESS of A,PPE:t.1.A.NT
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09-1-02
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ZIP cooe:
221 Valley Road, Mt~ Gretna, FA
17064
C....Tt'.: OF JUC~M!;;NT
IN TH!l: c...se-: CFIP','a1"J
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7/26/00
Gates & Associates,
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Elbert Leate:P1 .Jr~ 9
VO.
CLAO" No ~~ ~~ 00001.81-00 ~:A-::;=~Y ~~~_
ThiS block will be signed ONLY wh.en this notation is required 'i;~r Pa. I
If appellant was Claimant (see Pa. R.C;'pjp,
R.C.P.J.P. No.l00SB.
No 1001(6) in action before District Justice. he
This r~otice of Appeal, when received by th..l District .Justice, will operate .as . .
3 SUPERSEDEAS to the judgment for possession in this case. MUST FILE A COMPLAINT within tV'.Ienty (20)
days after filing his NOTICE of APPEAL.
Signature of Pro thono rarv r;Jr Deputy
PRAECIPE TO ENTER RULE TO FILE COMPLAINT AND RULE TO FILE
(This section of form to be used GNL Y when appellant was DEFENDANT (see Pa. R.C.PJP. No. 1007(7) in action before District .Justice.
IF NOr US~D, detach from copy of notice of appeal to be served upon appellee).
PRAECIPE: To Prothonotary
Enter' rule upon Gates &. Asso'c :Le,te8-~ P ~ C ~
Name of appe/fee(s)
{Common'Pleas No. r)/''''''!.- .,.c;.lj9P (?;j;; (' ,. /~~y-rq;ithin twenty (20) days after service of rule or suffer entry of judgment of non pros.
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( , Signature of appellant or his at'/:i/'rnev or agent
,appolleo(s) V
,appelle~(s), to file a complaint in this appeal
RULE:
To
Gates. & Associates, ?G.
Name of appeflee(s}
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(1) You are notified tt1.?f~:rui~ is h~rebY61Jtered upon you to file acompiaint in this appeal within twenty (20) days
after the date of service ot.i6is rule uportyou b~:p'e:rsonal service or by certified or registered mail.
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(2) if you do ncifme acorl)plaint:.)(1iithin\h!sjiine, a JUDGMENT OFNON PROS WILL BE ENTERED AGAINST
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YOU UPON PRAECIPE6:"~)" . >::.::,.. ." " .;
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(3) The date o(',~e?vice ohh'istule)fserviGft,vss bymaii is the date of mailing. .
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Date:
White ---- ProthonotaJ y Copy
Green ---- Court File Copy
Yellow --. Appellant's Copy
Pink -.-- Appellee Copy
Gold---D J. Copy
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PRo.o..F 0.1' $E&lViIC.IE'0FI'I/OTlC~, OF,A\PP~AL AND RULE. TOE!LE COMpLAINT
.(This proof of service MUST BE FILED WITHIN TEN (10) DAYS.AFTER filing the noticecOfcappeal. Check applicable boxes)
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF : ss
AFFIDAVIT: I hereby swear or affirm that I served
,upon the District Justice_ designated therein on
by personal service 0 by l.cerlifiedl'{registered) mail, sender's
. . . ' ,on
o by Icertilied) Iregisteredl mail, sender~s ,eceipt attached hereto.
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a copy of the Notice of Appeal, Common Pleas No.
ldate of service) ,19"-.-, 0
receipt attached hereto, and upon the appellee, (name)
,19_.0 by personal serv'rce
o
and further that I served the Rule to
~~_om the Rule was addre.ssed on
maU, sender's receipt attached hereto.
File a Complaint accompallying lhe above Notice of Appeal upon the appellee(s) to
,19__, 0 by personal service 0 by (certified I (registered)
SWORN (AFFIRMED) AND SUBSCRIBED BEFORE ME
THIS DAY-OF.";.. ,19_.
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Signature of affiant
Signature of official before whom affidavit was made
Title of official
My C0rT1miSS'i6"~'expires on
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. COrvifl.10NWEALTH OF PENNSYLVANIA
COU~TY OF: CUMBERLAND
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NOTICE OF JUDGMENTrrRANSCRI&.'T
" CIVIL CASE
PLAINTIFF: NAMe.nd ADD.ES. ..., :
~TES & ASSOCIA~S. P.C. ' 1
1013 KlJHIIA ROAD
WOllMLBYSB1JRG~ l'A 17043
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i IlOBERT . V. HANLOVB
Ad<l'~'" 1,9.01, 'STATE STREET
, (:'AMp a:l:LL. PA
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09'1-02
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DEFENDANT: NAME .n' ADD"ES.
rz:.BSTER. on:. ELBERT, ET AL.
6270 HtlNTDlGTON
BARRISBtlll,G. PA 17111
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Docket No.: CV'0000181-00
Date Filed: 5/10/00
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RO~EHARIE JACOBY.POA
22:1; VALLEY RD
....: MT iGR:8TNA, PA 17064
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FOR ROSE LESTE
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THIS IS TO N~IFY YOU THAT:
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ooJ JUdgment was emered for: (Name)
Ii] J\Jdgment was entered against: (Name)
i in the amount of $ "1 124 '7"1 on:
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llnA''lrMa.'RT'R .Ta.,..n'RV 'Ooa. 'Pn'R TlnAR T.'RA"I''R
(Date of Judgment)
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o Defendants are jointly and severally liable.
o Damages will be assessed on;,.~
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[j This case dismissed without prejudice.
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d Amount of Judgment Subject to
i AttachmenVAct 5 of 1996 $
[j Levy is stayed for days or 0 'generally stayed.
(Date & Time)
Amount of Judgment $ 3".000.00
Judgmem Costs $ 124.73
Interest on Judgment $ .00
Attorney Fees :0 . .00
Total $ 3.1J4.73
Post Judgment Credits $
Post Judgment Costs $
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Certified Judgment Total $ . .,
o Objection to levy has been flied and hearing will be'held:
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DatF: , Place:
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ANY PARTY H4.S THE RIGHT TO APPEAL WITHIN 30 DAYS AFTER THE ENTRY OF JUDGMENT BY FILING A NOTICE
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OF APPE4.L WITH THE PROTHONOT ARYtCLERK OF THE COURT OF COMMON PLEAS, CIVIL DIVISION. YOU
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MUST INCLUDE A COpy OF THI TI OF JU'r;M "TlTR,~ C; {T FORM W~,~,.:'~O'm. ~~~::~~~.,~~PEAL.
\ to,:"', 'I'.,,:~,~ '.. ~;,
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My~commisslon expires first Monday of January.
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COMMONWEAL TH.oF PENNSYLV ANIA
I ~ CO~RT ~F COfQlMON:'~LE'AS'"
LCunbel'land COunty'
. -....; JUDICIA.l. D. "I~)JRICT
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NOTICE OF APPEAL
FROM
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-DISTRICT ,lUST ICE JUDGMENT
COMMON PLEAS No.
cd - ~77'P(];.J' rJ~-';
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Notice is given that the appellant has filed in' the above Court of Common Pleas an appeal from the judgment rendered by the District Justice
on the date and in the case mentioned below. '
NOTICE OF APPEAL
NAME OF APPI<I.I.ANT
Rosem~riA JR~nhv 'POA ~n~ RAg~ T~~ter
AODRESS OF APPEI.L:ANT - J
CITY
r;;;~'~~~; OR NAM' OF 0.'
STAT"
ZIP CODE
221 VaHey Road, Mt. Gl'etna,PA
DATE OF JUDGMeNT
IN THE CA~E:'OFIP""""II!
,n064
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7/26/00
Gates & Associates, P.C.
VS'.
S1GNATURE OF AFFELl.ANT OR HIS ATTORNE';Y OR AGENT
Elbert Lester, Jr.,
CLAI.... NO"
CV 19 0000181..,00
LT 19
~~00.1. .0~1,.,-;.
This block will be sign'ed ONLY 'wii,en this notation i's required
R.C.P.J.P. No..1008B.
This Notice of Appeal, when I"eceive.d by -the District .Justice, will operate as
a SUPERSEDEAS to the judgment for'p'QSs~ssion in this case.
If appellant was Claimant (see Pa. R.CP.J.P.
No. 1001(6) in .action before District Justice, he
MUST FILE A COMPLAINT within twenty (20)
days after filing his NOTICE of APPEAL.
Signature of Pro tho no tar V or Deputy
----_._-~
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. PRAECIPE TClENTER RULE TO FILE .COMPL4INT AND RULE TO FILE
(This section of form to be used ONL Y when appellant ""as DEFENOANTls~e Pa. HC.P.J.P. No. 1001(7) inaction before Oistrict.Justice.
IF NOT USED, detach from copy of notice a~appeal to :be served upon appellee).
PRAECIPE: To Prothonotary
Ente,'1rule upon Gates &.Associat.es. P.C. ,appellee(s), to file a complaint in this appeal
. , Name of appellee(s)
(Common PI'eas No. ~~- SI'J9P (!.)t Ji ( --P~ithin twenty (20) days after service of rule or suffer entry of iudgment of non pros.
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RULE: To Gates'g. Associates, P.C.
Name of appellee(s)
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(1) You arenb~i.fiedtQ.?~'\r"'j~j$.bb.~~illl?red upon youio file a complaint in this appeal within twenty (20) days
after the date of service o~'rLj~'\.iPbn"9oLlJl)i~~tlibnal service or by certified or registered mail.
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(2) If you do ncjf~a' cQmpla,il):~within"tliISJlQ1e, a JUD<3MENT OFNON PROS WILL BE ENTERED AGAINST
YOU UPON PRAECIPE?~J:: . ..,\,;,;~,( '. .' ';:" ::::
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(3) The date O(~~~~of'~ls'!e:ts~~ffis by mail, is the date ~mailing. . p c~. _
Date: {jt, 7'''' d ~~?~'~~l)~~\~; ....... ~~(J - ;rJV?A'y./I~">'
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White.... Prothonotary Copy
Green ~--- Court File Copy
Yellow... Appellant's Copy
Pink -..... Appellee Copy
Gold ...... 0. J. Copy
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PROOF OF SERVICE OF NOTICE OF APPEAL AND RULE TO FILE COMPLAINT
(This proof of service MUST BE FILED WiTHIN TEN (10) DA YS AFTER filing the notice of appeal. Check applicable boxes)
COMMONWEALTH OF PENNSYLVANIA
.v62~~
COUNTY OF
;ss
AFFIDAVIT: I hereby swear or affirnl that I $erv(~<1
'a1' CJO '51%' c,~\ "Ium
~ a copy of the Notice of APReal, Common Pleas No. ~_. up~n the District Ju.s~ice des.ignated t~erein o~
(date of service) ~U~1- o.~:t.. , %~, D by personal service ~ by (certifIed) (registered) mall, sender s
receipt attllched hereto, and upon the appellee, (name}~~__~_._~_~_ - . on
t\<.~~ "8.,.k- &~ ,1";4'- ~)D by personal service ~ by (certified) (registered) mail, sender's receipt attached hereto.
~ and further that I'served the Hule to File a Complaint accompanying the above Notice of Appeal upon the appellee(s) to
whom the Rule was addressed on ~>k ad. . '\ll:~~ 0 hy personal service)O. by (certified) (registered)
mail, send~r's receipt attached hereto.
My commission expires 011
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SWORN (AFFIRMED) AND
THIS ~ DAY OF
BSCRIBED BEFORE ME
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Harrisbur9, Dauphin County
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1. Article Addressed to:
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4. Restricted Delivery? (Extra Fee) 0 Yes
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GATES & ASSOCIATES, P.C.
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
NOTICE
You have been sued in court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this complaint and notice are served,
by entering a written appearance personally or by attorney and
filing in writing with the court your defenses or objections to the
claims set forth against you. You are warned that if you fail to
do so the case may proceed without you and a judgment may be
entered against you by the court without further notice for any
money claimed in the complaint or for any other claim or relief
requested by the plaintiff. You may lose money or property or
other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Court Administrator
Cumberland County Courthouse, 4th Floor
1 Courthouse Square
Carlisle, PA 17013
(717) 240-6200
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GATES & ASSOCIATES, P.C.
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
IELBERT LESTER, JR. and
,ROSA LESTER, Husband and
Wife, AND ROSEMARIE
QACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
COMPLAINT
AND NOW comes the Plaintiff, Gates & Associates, P.C., and
hereby sets for the following complaint.
1. The Plaintiff is a law firm incorporated by and
operating under the laws of the Commonwealth of
Pennsylvania, with its principal office at 1013 Mumma
Road, Lemoyne, Cumberland County, Pennsylvania 17043.
2. Defendant Elbert Lester, Jr. is an adult individual
residing at 6270 Huntingdon, Harrisburg, Dauphin
County, Pennsylvania 17111.
3. Defendant Rosa Lester is an adult individual residing
at the Grayson View assisted living residence, 150
Kempton Avenue, Harrisburg, Dauphin County,
Pennsylvania 17111.
4. Defendant Rosemarie Jacoby is an adult individual
residing at 221 Valley Road, P.O. Box 617, Mt. Gretna,
Lebanon County, Pennsylvania 17064. She is the
daughter of Elbert Lester, Jr. and Rosa Lester.
5. Defendant Robert E. Lester is an adult individual
residing at 6330 Somerset Street, Harrisburg, Dauphin
2
~~
County, Pennsylvania 17111. He is the son of Elbert
Lester, Jr. and Rosa Lester.
6. Defendant Shannon Lester is an adult individual
residing at 6270 Huntingdon, Harrisburg, Dauphin
County, Pennsylvania 17111. She is the daughter of
Robert E. Lester, and the granddaughter of Elbert
Lester, Jr. and Rosa Lester.
COUNT I
BREACH OF IMPLIED CONTRACT
7. From October 1, 1998 until July 13, 1999, Defendants
Robert E. Lester and Rosemarie Jacoby served jointly as
Attorneys-in-fact for Defendant Elbert Lester, Jr.,
pursuant to a Power of Attorney dated October 1, 1998.
8. From October 1, 1998 until October 25, 1999, Defendants
Robert E. Lester and Rosemarie Jacoby served jointly as
Attorneys-in-fact for Defendant Rosa Lester, pursuant
to a Power of Attorney dated October 1, 1998.
9. Plaintiff believes, and therefore avers, that
Defendants Rosemarie Jacoby and Robert E. Lester, in
their capacities as attorneys-in-fact for Defendants
Elbert Lester, Jr. and Rosa Lester, transferred all
marital property and assets along .with all of Defendant
Elbert Lester, Jr.'s individual property and assets
into the sole name of Rosa Lester.
10. On or about April 27, 1999, Defendant Elbert Lester,
Jr. contacted the Plaintiff, Gates & Associates, P.C.,
for the purpose of having Plaintiff perform various
estate planning services for the Defendants.
11. At all times relevant hereto, Susan Kay Candiello, Esq.
has been an attorney licensed to practice law in the
Commonwealth of Pennsylvania and employed by the
Plaintiff.
12. On or about May 6, 1999, Susan Kay Candiello, Esq. in
her capacity as an attorney for the Plaintiff law firm,
met with the Defendants to discuss estate planning for
Defendants Elbert Lester, Jr. and Rosa Lester.
13. Subsequent to May 6, 1999, Attorney Candiello drafted,
and shared with the Defendants, an estate planning
proposal and fee contract for the Defendants.
3
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14. Subsequent to May 6, 1999 various family developments
and break downs occurred leading to strained
relationships among some of the Defendants.
15. As a result of these changed circumstances, the fee
contract was never signed by the Defendants.
16. At or before this time, Defendants were aware of the
fees charged by Plaintiff through viewing the proposed
fee contract and through various discussions with
Attorney Candiello.
17. On or about May 26, 1999, Defendant Elbert Lester, Jr.
was sent a billing statement for the period ending May
15, 1999, for services performed and expenses incurred
by Plaintiff. The entire packet of billing statements
is attached hereto and hereby incorporated by reference
as "Exhibit A".
18. On or about May 24, 1999, Defendant Elbert Lester, Jr.
executed a Living will prepared by the Plaintiff.
19. On or about June 30, 1999, Defendant Elbert Lester, Jr.
was sent a billing statement for the period ending June
15, 1999, for services performed and expenses incurred
by Plaintiff. The entire packet of billing statements
is attached hereto and hereby incorporated by reference
as "Exhibit A".
20. On or about July 13, 1999, Defendant Elbert Lester, Jr.
executed a Durable Power of Attorney in favor of
Defendants Robert E. Lester and Shannon Lester,
jointly.
21. On or about July 13, 1999, Defendant Elbert Lester, Jr.
executed a Notice of Revocation of Attorney-in-Fact
Representation revoking the Power of Attorney he had
previously granted to Defendant Rosemarie Jacoby.
22. On or about July 22, 1999, Plaintiff filed, and caused
to be recorded, Defendant Elbert Lester, Jr. 's Durable
Power of Attorney and Notice of Revocation of Attorney-
in-Fact Representation in both Dauphin and Lebanon
Counties.
23. On or about August 23, 1999, Plaintiff mailed the
Defendant, Elbert Lester, Jr., a billing statement for
4
-
:':~_m..J"",,",,,.~
the period ending August 15, 1999, for services
performed and expenses incurred by Plaintiff. The
entire packet of billing statements is attached hereto
and hereby incorporated by reference as "Exhibit A".
24. On or about August 23, 1999, Plaintiff drafted a Family
Agreement for the Defendants.
25. Subsequent to August 23, 1999, Plaintiff made several
revisions of the Family Agreement in order to try to
resolve the tensions and animosities among the various
Defendants.
26. On or about September 22, 1999, Plaintiff mailed the
Defendant, Elbert Lester, Jr., a billing statement for
the period ending September 15, 1999, for services
performed and expenses incurred by Plaintiff. The
entire packet of billing statements is attached hereto
and hereby incorporated by reference as "Exhibit A".
27. Subsequent to September of 1999, Plaintiff, continued
to meet with the Defendants and perform various
functions at the request of the Defendants, including,
but not limited to, telephone calls, letters, and
drafting visitation agreements.
28. On or about October 25, 1999, Defendant Rosa Lester
executed, through a separate attorney, a Revocation of
General Power of Attorney revoking the Power of
Attorney she had previously granted to Defendants
Rosemarie Jacoby and Robert E. Lester.
29. Plaintiff believes, and therefore avers, that on or
about October 25, 1999, Defendant Rosa Lester executed
a Power of Attorney solely in favor of Defendant
Rosemarie Jacoby.
30. Plaintiff mailed monthly billing statements to,
Defendant, Elbert Lester, Jr., on or about November 5,
1999, November 22, 1999, February 16, 2000, March 31,
2000, April 30, 2000, and May 23, 2000 for services
performed and expenses incurred by Plaintiff. The
entire packet of billing statements is attached hereto
and hereby incorporated by reference as "Exhibit A".
31. To date, Plaintiff's bill totals Four Thousand Nine
Hundred Twenty-seven and 50/100 ($4,927.50) Dollars.
5
~
32. To date, Defendants have paid nothing to the Plaintiff
for the services rendered and expenses incurred by
Plaintiff.
WHEREFORE, Plaintiff demands judgment in the amount of Four
Thousaud Nine Hundred Twenty-seven and 50/100 ($4,927.50)
Dollars, together with interest and all the fees and costs
of this action.
COUNT II
QUANTUM MERUIT
33. Paragraphs 1 through 32 are hereby incorporated by
reference as though more completely set forth herein.
34. Various services have been performed by Plaintiff for
the benefit of Defendants, including, but not limited
to, meeting with Defendants, travel to Defendants'
homes, telephone calls, letters, drafting and execution
of various estate planning documents, faxes, e-mails,
aud inter-office conferences.
35. Plaintiff consistently and periodically sent Defendants
detailed and itemized billing statements outlining the
various services performed by Plaintiff and the charges
thereof.
36. When Plaintiff first began representing Defendants
Elbert Lester, Jr. and Rosa Lester in their estate
planning needs, Defendants Rosemarie Jacoby and Robert
E. Lester were jointly serving as Attorneys-in-Fact for
both Elbert Lester, Jr. and Rosa Lester.
37. In their capacities as Attorneys-in-Fact, Defendants
Rosemarie Jacoby and Robert E. Lester controlled all of
the finances for their parents, Defendants Elbert
Lester, Jr. and Rosa Lester.
38. Plaintiff believes, and therefore avers, that
Defendants Rosemarie Jacoby and Robert E. Lester, in
their capacities as attorneys-in-fact for Defendants
Elbert Lester, Jr. and Rosa Lester, transferred all
marital property and assets along with all of Defendant
Elbert Lester, Jr.'s individual property and assets
into the sole name of Rosa Lester.
6
,.
^
-
39. On or about July 13, 1999, Defendant Elbert Lester, Jr.
revoked the power of attorney he had granted in
Defendant Rosemarie Jacoby.
40. On or about July 13, 1999, Defendant Elbert Lester, Jr.
executed a Durable Power of Attorney naming Defendants
Robert E. Lester and Shannon Lester as his joint
attorneys-in-fact.
41. Plaintiff charged a reasonable fee for the services
performed.
42. Defendants have not paid for any of the services
performed by Plaintiff.
43. Defendants have been unjustly enriched and will
continue to be unjustly enriched by reaping the
benefits of Plaintiff's services without paying for
those services.
WHEREFORE, Plaintiff demands judgment in the amount of Four
Thousand Nine Hundred Twenty-seven and 50/100 ($4,927.50)
Dollars, together with interest and all the fees and costs
of this action.
GATES
BY:
LOWE
Supr
1013
Lemo
(717
DATED:
~6w~ It ,2000
7
", "'.' L",;:;.".:
V E R I FIe A T ION
The undersigned hereby verifies that the facts averred in the
foregoing document are true and correct to the best of her
knowledge, information, and belief.
This verification is made
subj ect to the penalties of 18 Pa. c. S .A. !il 4904 relating to
unsworn falsification to authorities.
GATES & ASSOCIATES, P.C.
Dated:
qA\ /tm
I (
BY:
8
.
c
l.1.J~.'f")
CERTIFICATE OF SERVICE
I, Lowell R. Gates, Esquire, of the law firm of Gates &
Associates, P.C., hereby certify that I served a true and correct
copy of the foregoing Complaint by Certified United States mail, to
the following Defendant:
Rosemarie Jacoby
221 Valley Road
P.O. Box 617
Mt. Gretna, PA 17064
BY:
L
GATES &
R. GA ES, Esquire
Court I.D. #46779
mma Road
e, PA 17043
731-9600
DATED:
~\", U ,2000
9
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GATES & ASSOCIATES, P.C.
1013 Mumma Road
Suite #100
LGmCz~~, PA 17a43~1~la
(717) 731-9600
COpy
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate planning
statement Date May 26, 1999
period Ending May 15, '1999
Reference NO. 10433
Professional Fees
04/27/99 SKC Telephone call to
gather
information and
arrange meeting.
0.20 @ 125/hr 25.00
04/29/99 SKC Meeting with new
elder law client.
3.60 @ 125/hr 450.00
05/06/99 SKC Meeting with
family to discuss
estate planning.
3.00 @ 125/hr 375.00
subtotal professional fees:
850.00
Disbursements
04/29/99 CD Mileage - travel to and
from client's home.
05/06/99 CD Mileage - travel to and
from Harrisburg.
24.00
7.56
30.00
9.45
subtotal disbursements:
17.01
------------
Total current billing:
867.01
Previous balance:
0.00
0.00
~I~' ."~~
~'~.LWOiI;lL ~ ~,J_~..,..
Page 2
GATES & ASSOCIATES, P.C.
--.--
-.--,. -~.,.--
Lester, Elbert Jr.
Estate Planning
------------
Total now due:
867,01
.'
------------
------------
Current over 30 over 60 over 90
---------- ---------- ---------- ----------
867.01 0.00 0.00 0.00
PAYMENT DUE UPON RECEIPT OF STATEMENT
'AII overdue accounts will be assessed finance charges of 1 1/2% per month.
FOR YOUR CONVENIENCE WE NOW ACCEPT VISA & MASTERCARD FOR PAYMENT.
If paying by credit card, please fill out enclosed form and mail.
\00"""-'- ~
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GATES & ASSOCIATES, P.C.
1013 Mumma Road
suite #100
~emoy!!~, PA 17Q4:3-1218
{717} 731-9600
5 TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate planning
.
.
statement Date June 30, 1999
Period Ending June 15, 1999
Reference No. 10623
~ -' "
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"J~<I ·
Professional Fees
05/17/99 SKC Telephone 2.20 @ 125/hr 275.00
conference with
grand-daughter
regarding recent
family
developments.
Drafting estate
planning
proposal.
05/18/99 CAR Reviewed estate 0.40 @ 125/hr 50.00
planning proposal
and made notes.
05/18/99 SKC Telephone call to 0.60 @ 125/hr 75.00
client's
daughter-in-law.
Discussion with
CAR regarding
estate planning.
05/19/99 SKC Telephone 0.20 @ 125/hr 25.00
conference with
daughter-in-law
regarding
family's assets
and the source of
these assets.
OS/24/99 SKC Drafted Living 1.80 @ 125/hr 225.00
will. completed
estate planning
proposal.
Meeting at
client's home to
sign Living will.
-
Lester, Elbert Jr.
Estate Planning
~"
GATES & ASSOCIATES, P.C.
06/02/99 SKC Telephone
conference with
daughtQr-in-law
to discuss family
reactions to our
proposal.
Discussed
client's options
to daughter's
refusal of care.
0.40 @ 125/hr
subtotal professional fees:
Disbursements
OS/27/99 CD
OS/27/99 CD
Postage.
Postage.
1.00
1. 00
subtotal disbursements:
Total current billing:
OS/26/99 No. 10433
prior payments/credits
(
867.01
0.00)
previous balance:
Total now due:
50.00
700.00
0.99
0.55
1.54
867.01
867.01
"
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Page 2
------------
701. 54
867.01
------------
1,568.55
------------
------------
Current Over 30 Over 60 Over 90
701.54 867.01 0.00 0.00
""",--
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~~
.1. .,
GATES & ASSOCIATES, P.C.
Page 3
Lester, Elbert Jr.
Estate Planning
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts wil~.be assessed finance charges of 1 1/2% per month.
FOR YOUR CONVENIENCE WE NOW ACCEPT VISA & MASTERCARD FOR PAYMENT.
If paying by credit card, please fill out enclosed form and mail.
,~-- -...
liIilIIIi,~~"-",J -"'"
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite il00
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate planning
.'
statement Date AUgust 23, 1999
Period Ending AUgust 15, 1999
Reference No. 10947
.,..... ......... - '\\,
'~ . , ~ \;..
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Professional Fees
07/13/99 SKC Drafted Durable 3.00 @ 125/hr 375.00
Power of Attorney
and Revocation.
Travel to
client's home to
review and sign
documents.
07/14/99 SKC Telephone 0.40 @ 125/hr 50.00
conference with
client's son
regarding
proceeding.
07/15/99 SKC Telephone call to 0.20 @ 125/hr 25.00
granddaughter
regarding status
at home.
07/27/99 SKC Letter to 0.60 @ 125/hr 75.00
daughter
regarding change
in Durable Power
of Attorney.
08/09/99 SKC Telephone 0.40 @ 125/hr 50.00
conference with
client's
grand-daughter
regarding
situation.
Letter to client.
08/10/99 SKC Telephone call to 0.40 @ 125/hr 50.00
Sherry Eyer.
Telephone call to
client.
Lester, Elbert Jr.
Estate planning
..
"
GATES << ASSOCIATES, P.C.
08/11/99 SKC Telephone call to
daughter-in-law.
0.20 @ 125/hr
25.00
.
08/12/99 SKC Telephone
conference with
daughter
regarding
client's
agreement to
meet. Telephone
call to
granddaughter to
discuss and
confirm meeting.
0.40 @ 125/hr
subtotal professional fees:
Disbursements
07/13/99 CD
07/16/99 CD
07/19/99 CD
07/20/99 CD
07/20/99 CD
07/21/99 CD
07/21/99 CD
08/10/99 CD
08/12/99 CD
08/15/99 SKC
Mileage - travel to and
from client's home.
Long distance charges.
Long distance charges.
Recording fees - Lebanon
Co. Recorder Deeds.
Recording fees - Dauphin
Co. Recorder of Deeds.
Postage.
postage.
Long distance charges.
Long distance charges.
Finance Charge.
subtotal disbursements:
Total current billing:
OS/26/99 No. 10433
Prior payments/credits
06/30/99 No. 10623
Prior payments/credits
(
(
Previous balance:
50.00
------------
700.00
27.00 8.51
1. 00 0.13
2.00 0.26
1.00 36.00
1.00 39.00
2.00 1.54
2.00 0.66
3.00 0.39
3.00 0.39
1. 00 23.53
------------
110.41
867.01
0.00)
701.54
0.00)
867.01
701. 54
1,568.55
-
~~-
page 2
810.41
1,568.55
-, ~. ~ 1IlIliii"~'-
-
- -,.
~,
GATES << ASSOCIATES, P.C.
Page 3
iester, Elbert Jr.
Estate Planning
------------
Total now due:
2,378.,96
------------
------------
current over 30 Over 60 over 90
---------- ---------- ---------- ----------
810.41 0.00 701.54 867.01
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA << MASTERCARD.
If paying by credit card, please fill out enclosed form and mail.
~,s"
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~,,,.
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #100
Lemoyne, PA 17043-1218
(717) 731-9600
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
S TAT E MEN T
Estate Planning
~tatement Date September 22, 1999
Period Boding september 15, 1999
Reference No. 11196
C -- -'11.."
,. "'" " ',,'
~ ',' i ~f Y
, ""~ III
YOUR ACCOUNT IS PAST DUE..PLEASE REMIT YOUR PAYMENT IMMEDIATELY
professional Fees
08/16/99 SKC Telephone 0.60 @ 125/hr 75.00
conference with
Shannon regarding
Sunday visit with
client's wife and
daughter.
Telepone call to
Sherry Eyler.
08/17/99 SKC Telephone 0.40 @ 125/hr 50.00
conference with
Lynne Nessel at
Hershey psych.
Department
regarding sunday
visits of
client's wife.
08/18/99 SKC Received aDd 0.20 @ 125/hr 25.00
reviewed fax
from
daughter-in-law.
Telephone call to
daughter-in-law
regarding
meeting.
08/19/99 SKC Meeting with 4.00 @ 125/hr 500.00
Elbert Lester and
family regarding
care and
finances.
08/23/99 SKC Telephone call to 1.00 @ 125/hr 125.00
~-
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GATES << ASSOCIATES, P.C.
page 2
CD Long distance charges.
CD, Mileage - travel to and
from Lester home for family
meeting.
SKC Finance charge.
tester, Elbert Jr.
Estate planning
grand-daughter
regarding meeting
and propos.ed
agreement.
Telephone
conference with
grand-daUlJhter
regarding
meeting.
Telephone call to
daughter-in-law
regarding same.
08/23/99 SKC Drafted family
agreement letter
to shannon.
Letter to client.
Letter to
Rosemarie and
Tom.
08/27/99 SKC Telephone call
with
daughter-in-law
regarding family
problems.
08/30/99 SKC Family meeting
regarding
Agreement.
08/31/99 SKC Revised l!'amily
Agreement.
E-mailed
Agreement to
Robert Lester.
copy to slbert
Lester and
Rosemarie Jacoby.
subtotal professional fees:
Disbursements
08/16/99
08/19/99
09/15/99
2.60 @ 125/hr 325.00
0.40 @ 125/hr 50.00
2.20 @ 125/hr 275.00
1.40 @ 125/hr 175.00
------------
1,600.00
3.00
28.00
0.39
8.82
1. 00
23.53
,~~'~~~
lIIG_==-<~~--
- . .inIIiI"'. "~.~
GATES << ASSOCIATES, P.C.
Page 3
Lester, Elbert Jr.
Estate Planning
------------
Subtotal disbursements:
32.74
------------
Total current billing:
1,632.74
.05/26/99 No. 10433
Prior payments/credits
06/30/99 No. 10623
Prior payments/credits
08/23/99 No. 10947
Prior payments/credits
867.01
( 0.00) 967.01
701. 54
( 0.00) 701.54
810.41
( 0.00) 810.41
Previous balance:
2,379.96
------------
2,378.96
Total now due:
4,011. 70
------------
------------
Current Over 30 Over 60 Over 90
---------- ---------- ---------- ----------
1632.74 810.41 0.00 1569.55
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA << MASTERCARD.
If paying by credit card, please fill out enclosed form and mail.
~"""~.,_ k>
." -._.
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.
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #luO
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
Statement Date November 5, 1999
Period Ending october 29, 1999
Reference No. 11454
.f""'. ,~~'. l!""~ .,
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~~J "
PAYMENT DUE UPON RECEIPT OF STATEMENT
Professional Fees
10/07/99 SKC Telephone call to
Atty. Smith
regarding letter
stating they are
representing Rose
Lester.
Telephone
conference with
son, Robert
Lester, regarding
status of
finances.
0.40 @ 125/hr
50.00
subtotal professional fees:
50.00
Disbursements
10/15/99 SKC Finance Charge.
1.00
35.33
subtotal disbursements:
35.33
------------
Total current billing:
85.33
OS/26/99 NO. 10433 867.01
prior payments/credits ( 0.00) 867.01
06/30/99 NO. 10623 701. 54
prior payments/credits ( 0.00) 701.54
08/23/99 NO. 10947 810.41
-'
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GATES << ASSOCIATES, P.C.
Page 2
Lester, Elbert Jr.
Estate Planning
09/22/99
Prior payments/credits
No. 11196
Prior payme?ts/credits
previous balance:
(
(
0.00)
1,632.74
0.00)
810.41
1,632.74
------------
4,011. 70
4,011. 70
Total now due:
4,097.03
------------
------------
current over 30 Over 60 Over 90
---------- ---------- ---------- ----------
85.33 1632.74 810.41 1568.55
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA <<MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
r"' ~~
~~._..,.,.....
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #iOO
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT B MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
statement Date November 22, 1999
period Ending November 15, 1999
Reference NO. 11671
".~
......... "'...... ,"",,'\I!'
'! -f '.';7\/
'Io".? "" AI j
PAYMENT DUE UPON RECEIPT OF STATEMENT
professional Fees
YOUR ACCOUNT IS PAST DUE..PLEASE REMIT YOUR PAYMENT IMMEDIATELY
10/26/99 SKC Telephone
conference with
Atty. Joanne
christine
regarding
representation of
Rose Lester.
Telephone
conference with
Robert Lester
regarding Rose's
request for
visitation.
0.40 @ 125/hr
10/26/99 SKC Telepho~e
conference with
Ona Lester
regarding
shannon's back
injury - "pinched
sciatic nerve".
Questions
regarding
shannon's
continuing to
care for Elbert.
0.40 @ 12S/hr
11/01/99 SKC Telephone
conference with
granddaughter
regarding visits
0.60 @ 125/hr
50.00
50.00
75.00
-
" ~
~ ~.
GATES & ASSOCIATES, P.C.
Lester, Elbert Jr.
Estate Planning
Disbursements
10/26/99
11/15/99
and paying bills.
Telephone call
to Atty.
Christ1ne
regarding
visitation.
subtotal professional fees:
CD Long distance charges.
SKC Finance charge.
subtotal disbursements:
Total current billing:
OS/26/99 No. 10433
prior payments/credits
06/30/99 No. 10623
Prior payments/credits
08/23/99 No. 10947
prior payments/credits
09/22/99 No. 11196
Prior payments/credits
11/05/99 No. 11454
Prior payments/credits
Previous balance:
Total now due:
------------
13.00
1.00
(
(
(
(
(
867.01
0.00)
701. 54
0.00)
810.41
0.00)
1,632.74
0.00)
85.33
0.00)
175.00
1. 69
59.47
61.16
867.01
701. 54
810.41
1,632.74
85.33
4,097.03
.,
Page 2
------------
236.16
4,097.03
------------
4,333.19
============
~_"",,,",I""""'"
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~ -, .
GATES <<ASSOCIATES, P.C.
page 3
~ester, Elbert Jr.
Estate Planning
Current over 30 over 60 Over 90
---------- ---------- ---------- ----------
321.49 0.00 1632.74 237~.96
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE. NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA <<MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
.-AA1<o-~ ~,,- "" ' 10 ~
~
--~....
I .'\
. GATES << ASSOCIATES, P. C.
1013 Mumma Road
suite #100
Lemoyne, PA 17043-1218
(717) 731-9600
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
STATEMENT
Estate planning
statement Date February 16, 2000
Period BOding February 15, 2000
Reference No. 11915
.~,.,,-........ !&'~.;
~-Y ,"",' ~ " '.
PAYMENT DUE UPON RECEIPT OF STATEMENT
YOUR ACCOUNT IS PAST DUE..PLEASE REMIT YOUR PAYMENT IMMEDIATELY
Professional Fees
10/28/99 SKC Telephone
conference with
client regarding
agreement for
visitation.
0.20 @ 125/hr
25.00
subtotal professional fees:
25.00
Disbursements
02/15/00 SKC Finance Charge.
1.00
62.87
subtotal disbursements:
62.87
Total current billing:
87.87
OS/26/99 No. 10433 867.01
Prior payments/credits ( 0.00) 867.01
06/30/99 No. 10623 701.54
Prior payments/credits ( 0.00) 701.54
08/23/99 No. 10947 810.41
prior payments/credits ( 0.00) 810.41
09/22/99 No. 11196 1,632.74
Prior payments/credits ( 0.00) 1,632.74
11/05/99 No. 11454 85.33
~'"
--
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GATES << ASSOCIATES, P.C.
Page 2
Lester, Elbert Jr.
Estate Planning
Prior payments/credits
11/22/99 No. 11671
Prior paym~nts/credits
Previous balance:
(
(
0.00)
236.16
0.00)
85.33
236.16
------------
4,333.19
------------
4,333.19
Total now due:
4,421.06
------------
------------
current over 30 Over 60 Over 90
---------- ---------- ---------- ----------
87.87 0.00 0.00 4333.19
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA <<MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
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GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #iuu
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
"~'-, .- '- P""". ~
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
.....' ......". ~ Ii
Statement Date March 31, 2000
period Ending March 15, 2000
Reference No. 12667
PAYMENT DUE UPON RECEIPT OF STATEMENT
professional Fees
02/23/00 LRG Telephone 1.00 @ 155/hr 155.00
conference with
Robert Lester
regarding
parent's estate
planning and
problems with the
sister.
03/03/00 LRG Reviewed file. 0.30 @ N/C 0.00
prepared memo to
SKC.
03/13/00 MEH Inter-office 0.20 @ N/C 0.00
conference with
SKC.
subtotal professional fees:
155.00
Disbursements
03/15/00 SKC Finance Charge.
1.00
62.87
subtotal disbursements:
62.87
------------
Total current billing:
217.87
OS/26/99 NO. 10433
867.01
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Page 2
Lester, Elbert Jr.
Estate planning
06/30/99
08/23/99
09/22/99
11/05/99
,11/22/99
02/16/00
prior payments/credits
NO. 10623
prior payments/credits
NO. 10947
prior payments/credits
NO. 11196
prior payments/credits
NO. 11454
prior payments/credits
NO. 11671
Prior payments/credits
No. 11915
prior payments/credits
Previous balance:
Total now due:
( 0.00) 867.01
701. 54
( 0.00) 701. 54
810.41
( 0.00) 810.41
1,632.74
( 0.00) 1,632.74
85.33
( 0.00) 85.33
236.16
( 0.00) 236.16
87.87
( 0.00) 87.87
------------
4,421.06
------------
4,421.06
4,638.93
------------
------------
current Over 30 Over 60 Over 90
---------- ---------- ---------- ----------
217.87 87.87 0.00 4333.19
All overdue accounts will be assessed finance charges of 1 1/2% per ,month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA <<MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
~_I ~"..'
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GATES << ASSOCIATES, P.C.
1013 Mumma Road
Suita #100
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
Statement Date April 30, 2000
Period Ending April 30, 2000
Reference NO. 12956
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PAYMENT DUE UPON RECEIPT OF STATEMENT
professional Fees
04/06/00 MEH Reviewed file.
Inter-office
conference with
LLG and TLS.
Memo to LRG.
Inter-office
conference with
LRG.
0.80 @ 150/hr 120.00
subtotal professional fees:
120.00
Total current billing:
120.00
OS/26/99 No. 10433 867.01
prior payments/credits ( 0.00) 867.01
06/30/99 NO. 10623 701. 54
prior payments/credits ( 0.00) 701. 54
08/23/99 No. 10947 810.41
prior payments/credits ( 0.00) 810.41
09/22/99 No. 11196 1,632.74
prior payments/credits ( 0.00) 1,632.74
11/05/99 NO. 11454 85.33
prior payments/credits ( 0.00) 85.33
11/22/99 NO. 11671 236.16
prior payments/credits ( 0.00) 236.16
02/16/00 NO. 11915 87.87
prior payments/credits ( 0.00) 87.87
03/31/00 NO. 12667 217.87
prior payments/credits ( 0.00) 217.87
",,"""'-~l'" ~-"~",,,,~~
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GATES & ASSOCIATES, P.C.
Page 2
pester, Elbert Jr.
Estate Planning
------------
Previous balance:
4,638.93
------------
4,63&.93
Total now due:
4,758.93
------------
------------
Current Over 30 over 60 Over 90
---------- ---------- ---------- ----------
120.00 217.87 87.87 4333.19
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA <<MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
,~'"
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~~
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~_~ ,. n,,-
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #iUu
Lemoyne, PA 17043-1218
(717) 731-9600
STATEMENT
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
CO~Y'
'. ,'~."
Statement Date May 23, 2000
Period Ending May 15, 2000
Reference No. 13189
PAYMENT DUE UPON RECEIPT OF STATEMENT
Disbursements
05/09/00 CO Court costs - DJ filing
fees.
05/15/00 SKC Finance Charge.
1.00103.00
1.00 65.57
subtotal disbursements:
168.57
Total current billing:
168.57
OS/26/99 No. 10433 867.01
prior payments/credits ( 0.00) 867.01
06/30/99 No. 10623 701. 54
prior payments/credits ( 0.00) 701. 54
08/23/99 NO. 10947 810.41
prior payments/credits ( 0.00) 810.41
09/22/99 NO. 11196 1,632.74
prior payments/credits ( 0.00) 1,632.74
11/05/99 NO. 11454 85.33
prior payments/credits ( 0.00) 85.33
11/22/99 NO. 11671 236.16
prior payments/credits ( 0.00) 236.16
02/16/00 NO. 11915 87.87
prior payments/credits ( 0.00) 87.87
03/31/00 NO. 12667 217.87
prior payments/credits ( 0.00) 217.87
04/30/00 NO. 12956 120.00
prior payments/credits ( 0.00) 120.00
------------
previous balance: 4,758.93
------------
4,758.93
"'''''_ ~__"'oi.l
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Page 2
GATES << ASSOCIATES, P.C.
~ester, Elbert Jr.
Estate Planning
------------
Total now due:
4,927 ~,50
------------
------------
Current Over 30 Over 60 Over 90
---------- ---------- ---------- ----------
288.57 217.87 0.00 4421.06
~ll overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA & MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
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Stanley A, Smith, Esquire
Attorney LD. No, 33782
Joanne Book Christine, Esquire
Attorney LD, No, 82028
RHOADS & SINON LLP
One South Market Square, 12th Floor
P.O. Box 1146
Harrisburg, P A 17l 08-11 46
(717) 233-5731
Attorneys for Rosa Lester and Rosemarie Jacoby, as Rosa Lester's Attorney-in-Fact
GATES & ASSOCIATES, P.C.,
: IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
Plaintiff
CIVIL ACTION
v.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, and ROSEMARIE JACOBY,
ROBERT E. LESTER, as their
Attorneys-in-Fact
Defendants
: NO. 00-5798
To: Gates & Associates, P.C., c/o Lowell R. Gates, Esquire
You are hereby notified to file a written reponse to the enclosed New Matter
within twenty (20) days from service hereof or a default judgment may be entered against you.
RHOADS & SINON LLP
Date: September&2t,2000
BY~~~
Stanley A. Smith
Joanne Book Christine
One South Market Square
P. O. Box 1146
Harrisburg, PA 17108-1146
(717) 233-5731
Attorneys for Rosa Lester and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact
359196.1
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Stanley A, Smith, Esquire
Attorney LD, No, 33782
Joanne Book Christine, Esquire
Attorney LD, No, 82028
RHOADS & SINON LLP
One South Market Square, 12th Floor
P,O, Box 1146
Harrisburg, PA 17108-1146
(717) 233-5731
Attorneys for Rosa Lester and Rosemarie Jacoby, as Rosa Lester's Attorney-in-Fact
GATES & ASSOCIATES, P,C,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
CIVIL ACTION
v,
ELBERT LESTER, JR and
ROSA LESTER, Husband and
Wife, and ROSEMARIE JACOBY,
ROBERT E, LESTER, as their
Attorneys-in-Fact
: NO, 00-5798
Defendants
ANSWER AND NEW MATTER OF ROSA LESTER AND ROSEMARIE JACOBY,
AS ROSA LESTER'S ATTORNEY-IN-FACT. TO COMPLAINT
AND NOW, come Defendants Rosa Lester and Rosemarie Jacoby, as Rosa
Lester's Attorney-in-Fact, by and through their attorneys, Rhoads & Sinon, LLP, and file the
within Answer and New Matter to Complaint, as follows:
ANSWER
I, Admitted,
2, Admitted in part and denied in part It is admitted that Elbert Lester, k is
an adult individual. It is denied that he resides at 6270 Huntingdon, Harrisburg, Dauphin
County, Pennsylvania l71l L
359196.1
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3. Admitted.
4. Admitted.
5. Admitted.
6. Admitted in part and denied in part. It is admitted that Shannon Lester is
an adult individual, the daughter of Robert E. Lester, and the granddaughter of Elbert Lester, Jr.
and Rosa Lester. It is denied that she resides at 6270 Huntingdon, Harrisburg, Dauphin County,
Pennsylvania 17111. By way of further answer, the foregoing address is her last known address,
COUNT I: BREACH OF IMPLIED CONTRACT
7. Admitted in part and denied in part. It is admitted that on October 1,
1998, Elbert Lester, Jr, executed a General Power of Attorney that appointed Rosemarie Jacoby
and Robert Lester, jointly and severally, as his attorneys-in-fact. By way of further answer, it is
not known when Elbert Lester, Jr. revoked the Power of Attorney dated October 1, 1998.
Rosemarie Jacoby was notified by letter dated July 28, 1999 from Plaintiff that Elbert Lester, Jr.
had executed a new Power of Attorney and revoked the Power of Attorney naming Rosemarie
Jacoby as his attorney-in-fact.
8. Admitted.
9. Denied. By way of further answer, the assets that are currently held in
Rosa Lester's sole name have been held in her sole name for over ten years. At no time did
Rosemarie Jacoby, acting as attorney-in-fact for either of her parents, transfer any assets from the
.2-
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joint name of Rosa Lester and Elbert Lester, Jr. into Rosa Lester's sole name. It is believed and
therefore averred that at no time did Robert Lester transferred any such assets from the joint
name of Rosa Lester and Elbert Lester, Jr. into Rosa Lester's sole name.
10. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 10. By way of further answer, neither Rosa Lester nor
Rosemarie Jacoby ever contacted Plaintiff regarding estate planning services for themselves or
Elbert Lester, Jr.
II. Denied, Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph II.
12. Denied. It is specifically denied that Rosa Lester and Rosemarie Jacoby
met with Susan Kay Candiello on May 6, 1999. By way of further answer, Rosa Lester has
never met with Susan Kay Candiello regarding any matter. It is not known whether Susan Kay
Candiello met with Elbert Lester, Jr., Robert E. Lester and/or Shannon Lester, on May 6, 1999.
13, Denied in part and admitted in part. It is specifically denied that Rosa
Lester received an estate planning proposal and fees contract from Susan Kay Candiello, It is
admitted that Rosemarie Jacoby received a copy of an estate planning proposal and fee contract
that described services that Susan Kay Candiello had performed for Elbert Lester, Jr. It is not
known whether Elbert Lester, Jr" Robert E, Lester and/or Shannon Lester received the proposal
and contract. By way of further answer, neither Rosa Lester nor Rosemarie Jacoby, either
individually or as her parents' attorney-in-fact, ever authorized Susan Kay Candiello to proceed
under the proposal or contract. Neither Rosa Lester nor Rosemarie Jacoby, either individually or
- 3 -
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as her parents' attorney-in-fact, ever signed, authorized or approved the proposed fee contract.
Neither the proposal nor the contract included any services that were to the benefit of or at the
request of Rosa Lester or Rosemarie Jacoby, as her parents' attorney-in-fact.
14, Denied, By way of further answer, the strained relationship among the
Defendants existed prior to May 6,1999,
15. Denied. By way of further answer, Rosa Lester and Rosemarie Jacoby, as
her parents' attorney.in-fact, did not sign the fee contract because they never requested or
authorized Susan Kay Candiello's services. It is not known why Elbert Lester, JI. and the other
Defendants never signed the contract.
16. Denied in part and admitted in part. It is specifically admitted that
Rosemarie Jacoby viewed the proposed fee contract. The remainder of the allegations in
Paragraph 16 are denied. By way of further answer, Rosa Lester was never aware of the fees
charged by Plaintiff, never viewed the proposed fee contract, and never discussed the proposed
fee contract with Susan Kay Candiello. Rosemarie Jacoby viewed the proposed fee contract but
never discussed it with Susan Kay Candiello and never authorized or approved the proposed fee
contract as her parents' attorney-in-fact. It is not known whether Elbert Lester, Jr., Robert E.
Lester, and/or Shannon Lester viewed the contract or discussed it with Susan Kay Candiello.
17. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 17.
-4-
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18, Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 18.
19. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 19.
20. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 20.
21. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 21, By way of further answer, Rosemarie Jacoby was notified
by letter dated July 28, 1999 from Plaintiff that Elbert Lester, Jr. had executed a new Power of
Attorney and revoked the Power of Attorney naming Rosemarie Jacoby as his attorney-in-fact.
22, Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 22.
23, Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 23.
24. Denied. By way of further answer, neither Rosa Lester nor Rosemarie
Jacoby, as her parents' attorney-in-fact, ever asked or authorized Plaintiff to draft a Family
Agreement or any other document. It is not known whether Elbert Lester, Jr., Robert Lester
and/or Shannon Lester asked or authorized Plaintiff to draft a Family Agreement.
- 5 -
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25. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 25. By way of further answer, see response to Paragraph 24.
26. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 26.
27. Denied. It is specifically denied that Rosa Lester met with Plaintiff, talked
to Plaintiff via the telephone, received any letters from Plaintiff, and/or requested Plaintiff to
draft any documents, including the Family Agreement or any visitation agreements, By way of
further answer, Rosemarie Jacoby met with Susan Kay Candiello once in August of 1999,
regarding the Family Agreement that Plaintiff had drafted. This meeting occurred after Plaintiff
had notified Rosemarie Jacoby that Elbert Lester, Jr. had revoked the Power of Attorney naming
Rosemarie Jacoby as his attorney-in-fact. Rosemarie Jacoby's attorney was present at the
meeting. At no time during the meeting did Rosemarie Jacoby, as Rosa Lester's attorney-in-fact,
authorize or approve any services that Plaintiff had performed or request any further services.
Rosemarie Jacoby received several letters from Plaintiff regarding the Family Agreement but
never authorized or requested the Family Agreement or any other visitation agreement.
Following this meeting, Rosa Lester and Rosemarie Jacoby, as Rosa Lester's attorney-in-fact,
retained separate counsel to represent them in this matter, and advised Plaintiff through counsel
that all communications from Plaintiff should be to their counsel. It is not known whether the
allegations contained in Paragraph 27 are true regarding Elbert Lester, Jr., Robert E. Lester
and/or Shannon Lester.
28. Admitted.
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29. Admitted.
30. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 30.
31. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 31.
32. Denied in part and admitted in part. It is admitted that Rosa Lester and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact, have not paid Plaintiff because Plaintiff
performed no services and incurred no expenses on behalf of or at the request of Rosa Lester and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact. It is not known whether Elbert Lester, Jr.,
Robert Lester or Shannon Lester have paid Plaintiff.
COUNT II: OUANTUM MERUIT
33, The responses as set forth in Paragraphs 1 through 32 are incorporated by
reference as though fully set forth herein.
34. Denied. It is specifically denied that Plaintiff has performed services for
the benefit of Rosa Lester or Rosemarie Jacoby, as Rosa Lester's attorney-in-fact. The type and
extent of services, if any, that Plaintiff performed for the benefit of Elbert Lester, Jr., Robert E.
Lester and Shannon Lester is not known.
35, Denied. It is specifically denied that Plaintiff sent Rosa Lester or
Rosemarie Jacoby any statements outlining the services performed by Plaintiff and the charges
-7-
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thereof. It is not known what statements, if any, Plaintiff sent to Elbert Lester, Jr., Robert E.
Lester and Shannon Lester.
36. Denied. It is specifically denied that Plaintiff represented Rosa Lester in
any matter. It is not known when, if ever, Plaintiff began representing Elbert Lester, Jr. in his
estate planning needs and thus it is not known whether Rosemarie Jacoby and Robert E. Lester
were jointly serving as attorneys-in-fact for their parents at that time.
37. Admitted.
38. Denied. By way of further answer, the assets that are currently held in
Rosa Lester's sole name have been held in her sole name for over ten years. At no time did
Rosemarie Jacoby, acting as attorney-in-fact for either of her parents, transfer any assets from the
joint name of Rosa Lester and Elbert Lester, Jr. into Rosa Lester's sole name. It is believed and
therefore averred that at no time did Robert Lester transferred any such assets from the joint
name of Rosa Lester and Elbert Lester, Jr, into Rosa Lester's sole name.
39, Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 39. By way offurther answer, Rosemarie Jacoby was notified
by letter dated July 28, 1999 from Plaintiff that Elbert Lester, Jr, had executed a new Power of
Attorney and revoked the Power of Attorney naming Rosemarie Jacoby as his attorney-in-fact.
40. Denied. Rosa Lester and Rosemarie Jacoby have no knowledge as to
allegations contained in Paragraph 40.
41. Denied. This is a legal conclusion to which no response is required.
- 8 -
-
42. Denied in part and admitted in part, It is admitted that Rosa Lester and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact, have not paid Plaintiff because Plaintiff
performed no services on behalf of or at the request of Rosa Lester and Rosemarie Jacoby, as
Rosa Lester's attorney-in-fact, It is not known whether Elbert Lester, Jr., Robert Lester or
Shannon Lester have paid Plaintiff.
43. Denied, This is a legal conclusion to which no response is required. By
way of further answer, Rosa Lester and Rosemarie Jacoby, as Rosa Lester's attorney.in-fact,
have received no benefit from Plaintiff, nor have they requested any services from Plaintiff.
NEW MATTER
44. The responses as set forth in Paragraphs I through 44 are incorporated by
reference as though fully set forth herein.
45. All assets currently held in Rosa Lester's sole name have been held in her
sole name for over ten years.
46. At no time has Rosemarie Jacoby, as her parents' attorney-in-fact,
transferred any assets from the joint name of Elbert and Rosa Lester to Rosa Lester's sole name.
47. It is believed and therefore averred that at no time has anyone serving as
attorney-in-fact for Elbert Lester, Jr. and/or Rosa Lester transferred any assets from the joint
name of Elbert and Rosa Lester to Rosa Lester's sole name.
- 9 -
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48. Rosa Lester, either individually or through an attorney.in-fact, never
contacted Plaintiff to request legal services.
49. Rosemarie Jacoby, while serving as Elbert Lester, Jr. and/or Rosa Lester's
attorney-in-fact, never contacted Plaintiff on either or both of their behalf to request legal
services.
50. Rosa Lester, either individually or through an attorney-in-fact, never
authorized Plaintiff to perform any legal services on her behalf or for her benefit.
51. Rosemarie Jacoby, while serving as Elbert Lester, Jr. or Rosa Lester's
attorney-in-fact, never authorized Plaintiff to perform any legal services either or both of their
behalf or for either or both of their benefit.
52, Rosa Lester, either individually or through an attorney-in-fact, never
signed, authorized or approved any fee agreement with Plaintiff.
53. Rosemarie Jacoby, while serving as Elbert Lester, Jr. or Rosa Lester's
attorney-in-fact, never signed, authorized or approved any fee agreement with Plaintiff.
54. Plaintiff never performed any legal services for the benefit of Rosa Lester
or Rosemarie Jacoby, as her attorney-in-fact.
55. Rosa Lester, either individually or through an attorney-in-fact, never asked
or authorized Plaintiff to draft any estate plarming documents or other agreement, including the
Family Agreement drafted by Plaintiff.
- 10 -
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56. Rosemarie Jacoby, while serving as Elbert Lester, Jr, or Rosa Lester's
attorney-in-fact, never asked or authorized Plaintiff to draft any estate planning documents or
other agreement, including the Family Agreement drafted by Plaintiff.
57, Rosa Lester never received or reviewed any proposed fee contract from
Plaintiff.
58. Rosa Lester never met with, spoke with, or received any correspondence
from any individual associated with Plaintiff, prior to the instant action.
59. Rosemarie Jacoby received and reviewed an estate planning proposal and
fee contract regarding services that Plaintiff performed by Elbert Lester, Jr., but never met with
or spoke with any individual associated with Plaintiff regarding the proposal or fee contract.
60. Rosemarie Jacoby met with Susan Kay Candiello once, with her own
attorney present, to discuss the Family Agreement drafted by Plaintiff.
61. The Family Agreement drafted by Plaintiff was harmful and
disadvantageous to Rosa Lester, because it described her as incompetent, restricted her right to
visit both her home and her husband, restricted the ability of Rosemarie Jacoby to act as Rosa
Lester's attorney-in-fact, and gave significant fmancial power to Shannon Lester, an individual
who Rosa Lester had never appointed or desired to be appointed as her attorney-in-fact.
62. Because the services performed by Plaintiff were harmful and
disadvantageous to Rosa Lester and Rosemarie Jacoby, as Rosa Lester's attorney-in-fact, Rosa
- 11 -
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L..;.
Lester and Rosemarie Jacoby sought and retained other counsel to represent them with regard to
Rosa Lester's estate planning needs and to protect her best interest.
63. The services performed and expenses incurred by Plaintiff were solely at
the request of and for the benefit of Elbert Lester Jr., Robert Lester and/or Shannon Lester.
64. Plaintiff's claim for breach of implied contract against Rosa Lester and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact, fails as a matter of law because Plaintiff has
not and cannot establish a contract between Plaintiff and Rosa Lester or between Plaintiff and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact.
65. Plaintiffs claim for breach of implied contract against Rosa Lester and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact, fails as a matter of law because Rosa Lester
cannot be held liable for breach of a contract between Plaintiff and Elbert Lester, Jr., Robert
Lester and/or Shannon Lester, when she was not a party to that contract either individually or
through her attorney-in-fact.
66. Plaintiffs claim for quantum meruit against Rosa Lester and Rosemarie
Jacoby, as Rosa Lester's attorney-in-fact, fails as a matter of law because Plaintiff has not and
cannot establish that any services performed by Plaintiff were requested by or authorized by
Rosa Lester or Rosemarie Jacoby, as Rosa Lester's attorney~in-fact.
67. Plaintiffs claim for quantum meruit against Rosa Lester and Rosemarie
Jacoby, as Rosa Lester's attorney-in-fact, fails as a matter of law because Plaintiff has not and
- 12 -
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cannot establish that any services performed by Plaintiff were beneficial to Rosa Lester or
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact.
68. Plaintiff's claims against Rosa Lester and Rosemarie Jacoby, as Rosa
Lester's attorney-in-fact, regarding attorneys' fees incurred by Elbert Lester, Jr., Robert Lester
and/or Shannon Lester, fail as a matter of law because Rosa Lester and Rosemarie Jacoby, as
Rosa Lester's attorney-in-fact, cannot be held liable for attorneys' fees for services which were
contracted by and/or which benefited Elbert Lester, Jr., Robert Lester and/or Shannon Lester,
WHEREFORE, Defendants Rosa Lester and Rosemarie Jacoby, as Rosa Lester's
attorney-in-fact, respectfully request that this Honorable Court enter judgement against Plaintiff
Gates & Associates, P.C, on New Matter and enter judgment in favor of the Defendants Rosa
Lester and Rosemarie Jacoby, as Rosa Lester's attorney-in-fact, on all Counts contained in
Plaintiffs Complaint.
Respectfully Submitted,
RHOADS & SINON LLP
Date: September ~ , 2000
O_t,LA,J6to--DtW ~
Stanley A. Smith
Joanne Book Christine
One South Market Square
P. O. Box 1146
Harrisburg, PA 17108-1146
(717) 233-5731
Attorneys for Rosa Lester and
Rosemarie Jacoby, as Rosa Lester's attorney-in-fact
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CERTIFICATE OF SERVICE
I hereby certify that on this J 8 +Iv day of September, 2000, a true and correct
copy of the foregoing "Answer and New Matter of Rosa Lester and Rosemarie Jacoby, as Rosa
Lester's Attorney-In-Fact, to Complaint" was served by means of United States mail, first class,
postage prepaid, upon the following:
Lowell R. Gates, Esquire
Gates & Associates, P.C.
1013 Mumma Road, Suite 100
Lemoyne, PA 17043
Elbert Lester, Jr.
Dauphin Manor
1205 S. 28th Street
Harrisburg, P A 17111
Robert E. Lester
6330 Somerset Street
Harrisburg, PA 17111
Shannon Lester
6270 Huntingdon Street
Harrisburg, P A 17111
359196.1
.
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VERIFICATION
Rosemarie Jacoby, as Agent for Rosa Lester, deposes and says, subject to the penalties of
18 Pa. C.S. 11 4904 relating to unsworn falsification to authorities, that the facts set forth in the
foregoing document are true and correct to the best of her knowledge, information and belief.
Date: q 161.7 /00
I I
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Rosemarie Jacoby, Agent for osa Lest .
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SHERIFF'S RETURN - OUT OF COUNTY
CASE NO: 2000-05798 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
GATES & ASSOCIATES P C
VS
LESTER ELBERT JR ET AL
R. Thomas Kline
, Sheriff or Deputy Sheriff who being
duly sworn according to law, says, that he made a diligent search and
and inquiry for the within named DEFENDANT
, to wit:
LESTER ELBERT JR
but was unable to locate Him
in his bailiwick. He therefore
deputized the sheriff of DAUPHIN
County, Pennsylvania, to
serve the within COMPLAINT & NOTICE
On September 25th , 2000 , this office was in receipt of the
attached return from DAUPHIN
Sheriff's Costs:
Docketing
Out of county
Surcharge
DEP. DAUPHIN CO
18.00
9.00
10.00
48.50
.00
85.50
09/25/2000
GATES & ASSOCIATES
S~~ .~
~~~~/
R. Thomas Kline
Sheriff of Cumberland County
Sworn and subscribed to before me
thi s f~
day of (]Je:&t.n .
J o-tJ't,) A . D .
~ Q~~'
Y/.1- prothonotdr
~~~.
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SHERIFF'S RETURN - OUT OF COUNTY
CASE NO: 2000-05798 P
COMMONWEALTH OF PENNSYLVANIA,
COUNTY OF CUMBERLAND
GATES & ASSOCIATES P C
VS
LESTER ELBERT JR ET AL
R. Thomas Kline
, Sheriff or Deputy Sheriff who being
duly sworn according to law, says, that he made a diligent search and
and inquiry for the within named DEFENDANT
, to wit:
LESTER ROBERT E
but was unable to locate Him
in his bailiwick. He therefore
deputized the sheriff of DAUPHIN
County, pennsylvania, to
serve the within COMPLAINT & NOTICE
On September 25th , 2000 , this office was in receipt of the
attached return from DAUPHIN
Sheriff's Costs:
Docketing
Out of County
Surcharge
6.00
.00
10.00
.00
.00
16.00
09/25/2000
GATES & ASSOCIATES
~
R Thomas Kline
Sheriff of Cumberland County
Sworn and subscribed to before me
this
,-tt-
.j~
day of (f)~
:L<nrD
q1"
A.D.
o null;., '1aer
Prothonotar
~ J
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SHERIFF'S RETURN - OUT OF COUNTY
CASE NO: 2000-05798 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
GATES & ASSOCIATES P C
VS
LESTER ELBERT JR ET AL
R. Thomas Kline
, Sheriff or Deputy Sheriff who being
duly sworn according to law, says, that he made a diligent search and
and inquiry for the within named DEFENDANT
, to wit:
LESTER ROSA
but was unable to locate Her
in his bailiwick. He therefore
deputized the sheriff of DAUPHIN
County, Pennsylvania, to
serve the within COMPLAINT & NOTICE
On September 25th , 2000 , this office was in receipt of the
attached return from DAUPHIN
Sheriff's Costs:
Docketing
Out of County
surcharge
6.00
.00
10.00
.00
.00
16.00
09/25/2000
GATES & ASSOCIATES
S~~
R. Thomas Kline
Sheriff of Cumberland County
sworn and subscribed to before me
thi s if'!'
day of (Jrli.L. ,
J.-trIJ7) A . D .
9 /U....- Q 'fv., ,'0. .
'1' Prothonotary
I A or'1
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-
-
.-',
SHERIFF'S RETURN - OUT OF COUNTY
CASE NO: 2000-05798 P
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF CUMBERLAND
GATES & ASSOCIATES P C
VS
LESTER ELBERT JR ET AL
R. Thomas Kline
, Sheriff or Deputy Sheriff who being
duly sworn according to law, says, that he made a diligent search and
and inquiry for the within named DEFENDANT
, to wit:
LESTER SHANNON
but was unable to locate Her
in his bailiwick. He therefore
deputized the sheriff of DAUPHIN
County, Pennsylvania, to
serve the within COMPLAINT & NOTICE
On September 25th , 2000 , this office was in receipt of the
attached return from DAUPHIN
Sheriff's Costs:
Docketing
Out of County
Surcharge
6.00
.00
10.00
.00
.00
16.00
09/25/2000
GATES & ASSOCIATES
S~~?
R. Thomas Kline
Sheriff of Cumberland County
Sworn and subscribed to before me
this .5~
day of a~
02&7m A.D.
~Da.~,~
prothonotar
~
"
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,'r;;;::;
t" ot (1[umlie
~:(.\ ,~ l"r~
",c::. 'l0 '<'''''()
R, THOMAS KLINE
Sheriff
RONNY R, ANDERSON
Chief Deputy
EDWARD L. SCHORPP
Solicitor
OFFICE OF THE SHERIFF
PATRICIA A, SHATTO
Real Estate Deputy
One Courthouse Square
Carlisle, Pennsylvania 17013
RE:Gates & Associates
vs
Elbf.rt Lester, Jr., et. al.
.3 Serve: Elb.ert Lester, Jr ,Z'Rosa Les ter,
.Robert E. Lester,~Shannon Lester
20-5798 Civil/Notice & Complaint
Enclosed please frod Not ice & Complain t
l . ________ z. .. .'-'---
to be served upon Elbert~, Jr. and Shann~ter, both at: 6270
-- <"
3.
Huntingdon, Hbg, PA 17111 also, Robert 6330 Somerset
St, Hbg,PA 17111 andfinally,1~osa Lester, Grayson View
TO: Hon, J.R. Lotwick
Sheriff of Dauphin Co
Dear Sir:
150 Kempton Ave, Hbg, PA 17111
in your County.
, Kindly make service thereof and send us your return of service.
Enclosed is the advance payment which you requested.
;ry~~ ~~
R. Thomas Kline, s~
Cumberland County, Pennsylvania
Enclosures:
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Serve:
In The Court of Common Pleas of Cumberland County, Pennsylvania
Gates & Associates
VS.
Elbert Lester, Jr., et. al.
Shannon Lester
No.
20-5798 Civil
Now,
9/13/00
,20 QC, I, SHERIFF OF CU1v.lBERLAND COUl.'ITY, PA, do
hereby deputize the Sheriff of
Dauphin
County to execute this Writ, this
deputation being made at the request and risk ofthe Plaintiff.
" r~~#
Sheriff ofCurnberland County, PA
Affidavit of Service
Now,
,20 ,at
o'clock
M. served the
within
upon
at
by handing to
copy of the origi..nal
a
and made known to
the contents thereof.
So answers,
Sheriff of
County, PA
Sworn and subscribed before
me this day of , 20
COSTS
SERVICE
}vlILEAGE
AFFIDAVIT
$
$
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In The C()urt ()f C()mmon Pleas ()f Cumberland County, Pennsylvania
Serve:
Gates & Associates
VS.
Elbert Lester, Jr., et. al.
Rosa E. Lester
No.
20-5798 Civil
Now,
9/13/00
,20 Of), I, SHERIFF OF CUMBERLAND COUNTY, PA, do
hereby deputize the Sheriff of
Dauphin
County to execute this Writ, this
deputation being made at the request and risk of the. Plaintiff. ~~
. '. ~~~if
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Sheriff of Cumberland County, P A
Affidavit 'Of Service
Now
,
,20_, at
o'clock
M. served the
within
upon
at
by handing to
a
copy ofthe original
and made Imown to
the contents thereof
So answers,
Sberiff of
County, PA
20
'-
COSTS
SERVlCE
MILEAGE
AFFIDA VIT
$
Sworn and subscribed before
me this _ day of
$
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In The Court of Common Pleas of Cumberland County, Pennsylvania
3eJ:'ve.
Gates & Associates
VS.
Elbert Lester, Jr., et. al.
Robert E. Lester
No. 20-5798 Civil
Now,
9/13/00
,20 O(J, I, SHERIFF OF CUMBERLAND COUNTY, PA, do
hereby deputize the Sheriff of
Dauphin
County to execute this Writ, this
deputation being made at the request and risk oft~~ ~I!
S'heriffofCumberland County, PA
Affidavit of Service
Now,
,20_, at
o'clock
M. served the
within
upon
at
by handing to
a
copy ofthe original
and made known to
the contents thereof.
So answers,
S'h eriff of
County, PA
20
'-
COSTS
SERVICE
IvllLEAGE
AFFIDA VIT
$
Sworn and subscribed before
me this day of
.$
~~lJ~~~~~,$)"';';;l<~~.Th'h:lo;~",,,,.i''''tJU''~_&jf'~'''_:B!ti'i:MJ1'~....~~lIl!tj~";il;I;;l~~t!1i"~il!ilOl_i"'''~@..~i!iiIiII.IiiI'''''"'=~ .,,",",
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In The Court of Common Pleas of Cumberland County, Pennsylvania
Gates & Associates
VS.
Elbert Lester, Jr., et. al.
Elbert Lester, Jr.
erve~
No~ 20-5798 Civil
Now,
9/13/00
,200 (), I, SHERIFF OF CUMBERLAND COUNTY, PA, do
hereby deputize the Sheriff of
Dauphin
County to execute this Writ, this
deputation being made at the request and risk of the Plaintiff. . //At.
. . ~~~"
Sheriff of Cumberland County, P A
Affidavit of Service
Now,
,20 , at
o'clock
M. served the
within
upon
at
by handiJ.1g to
a
copy of the original
and made knovvn to
the contents thereof
So answers,
Sheriff of
County, PA
20
'-
COSTS
SERV1CE
MILEAGE
APFIDA VIT
$
Sworn and subscribed before
me this _ day of
$
~~H~J'''4>>j#~i'i';~'l1i~m~~0.itd1nI~~i"'7''~;:'',~$~'''tNIit(~\i~.&~ilr:ti~~iiB;l""h,;;.""~"-,~,,,,..r,,,""-,,-4',,,'i,h"ii.,"k~,._--.,,,,,,!:&;~~lY" "~~. ~~i .", J ~'"-
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@ffitt of tlr~ ~4~:riff
William T. Tully
Solicitor
Ralph G, McAllister
Chief Deputy
Michael W, Rinehart
Assistant Chief Deputy
Mary Jane Snyder
Real Estate Deputy
Dauphin ColUlty
Harrisburg, Pennsylvania 17101
ph: (717) 255.2660 fax: (717) 255.2889
Jack Lotwick
Sheriff
Commonwealth of Pennsylvania
GATES & ASSOCIATES, P.C.
vs
County of Dauphin
LESTER ELBERT JR
Sheriff's Return
No. 2102-T - -2000
OTHER COUNTY NO. 00-5798
AND NOW: September 18, 2000 at 2:28PM served the within
COMPLAINT upon
LESTER ELBERT JR by personally handing
to ROBERT E. LESTER, SON 1 true attested copy (ies)
of the original
COMPLAINT
and making known
to him/her the contents thereof at 6330 SOMERSET STREET
HARRISBURG, PA 17111-0000
Sworn and subscribed to
So Answers,
JR~
Sheriff of Dauphin County, Pa.
7)fk10. 11...._./
By "'<F~
Deputy Sheriff
before me this 19TH day of SEPTEMBER, 2000
StJrku '~, ~~
PROTHONOTARY
Sheriff's Costs: $105.75 PD 09/15/2000
RCPT NO 141235
NMILLER
1=';~ ~~. ~.- ~~
~ ~,
,.
@iib:e of tlrt ~4~:tiff
William T, Tully
Solicitor
Ralph G, McAllister
Chief Deputy
Mary Jane Snyder
Real Estate Deputy
Michael W. Rinehart
Assistant Chief Deputy
Dauphin County
Harrisburg, Pennsylvania 17101
ph: (717) 255-2660 fax: (717) 255-2889
Jack Lotwick
Sheriff
Commonwealth of Pennsylvania
GATES & ASSOCIATES, P.C.
vs
Connty of Dauphin
LESTER ELBERT JR
Sheriff's Return
No. 2102-T - -2000
OTHER COUNTY NO. 00-5798
AND NOW: September 18, 2000 at 2:28PM served the within
COMPLAINT upon
LESTER ROBERT E. by personally handing
to HIM 1 true attested copy (ies)
of the original
COMPLAINT
and making known
to him/her the contents thereof at 6330 SOMERSET STREET
HARRISBURG, PA 17111-0000
'~C!-.
,
f (Jjf,(4u;)
So Answers,
JR~
Sheriff of Dauphin County, Pa.
1?fklO. It..._ _.1/
By ""'7'fK
Sworn and subscribed to
before me this 19~.H,:,Gl(>'i"of SE TEM&J;,B.<".20,Po.
PROTHONOTARY
Deputy Sheriff
Sheriff's Costs: $105.75 PD 09/15/2000
RCPT NO 141235
NMILLER
~ .
~.
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@iib:~ of tqc ~4c~iff
Mary Jane Snyder
Real Estate Deputy
William T. Tully
Solicitor
Ralph G. McAllister
Chief Deputy
Michael W, Rinehart
Assistant Chief Deputy
Dauphin County
Harrisburg, Pennsylvania 17l OJ
ph: (717) 255-2660 fax: (717) 255-2889
Jack Lotwick
Sheriff
Commonwealth of Pennsylvania
GATES & ASSOCIATES, P.C.
vs
County ofDauphiu
LESTER ELBERT JR
Sheriff's Return
No. 2102-T - -2000
OTHER COUNTY NO. 00-5798
AND NOW: September 18, 2000 at 2:14PM served the within
COMPLAINT upon
LESTER ROSA by personally handing
to HER 1 true attested copy(ies)
of the original
COMPLAINT
and making known
to him/her the contents thereof at GRAYSON VIEW
150 KEMPTON AVENUE
HARRISBURG, PA 17111-0000
Sworn and subscribed to
So Answers,
Jf~
before me this 19TH day of SEPTEMBER, 2000
.StipJw 6-. ~~
(
PROTHONOTARY
Sheriff of Dauphin County, Pa.
By 7JrklO. ~
Deputy Sheriff
Sheriff's Costs: $105.75 PD 09/15/2000
RCPT NO 141235
NMILLER
--~~ '.
~~
~
@ffirt of t4~ ~4~riff
Mary Jane Snyder
Real Estate Deputy
William T. Tully
Solicitor
Ralph G, McAllister
Chief Deputy
Michael W. Rinehart
Assistant Chief Deputy
Dauphin County
Harrisburg, Pennsylvania 17l 0 I
ph: (717) 255-2660 fax: (717) 255-2889
Jack Lotwick
Sheriff
Commonwealth of Pennsylvania
GATES & ASSOCIATES, P.C.
vs
County of Dauphin
LESTER ELBERT JR
Sheriff's Return
No. 2102-T - -2000
OTHER COUNTY NO. 00-5798
I, Jack Lotwick, Sheriff of the County of Dauphin, State of
Pennsylvania, do hereby certify and return, that I made diligent
search and inquiry for LESTER SHANNON
the DEFENDANT named in the within COMPLAINT
and that I am unable to find him/her in the County of Dauphin, and
therefore return same NOT FOUND, September 19, 2000
6270 HUNTINGDON STREET, HBG. IS VACANT. NEED A BETTER ADDRESS FOR
DEFENDANT.
o.;;:'~~ ~=
,
2000
So Answers,
Jf~
Sworn and subscribed to
Sheriff of Dauphin County, Pa.
PROTHONOTARY
By
Deputy Sheriff
Sheriff's Costs: $105.75 PD 09/15/2000
RePT NO 141235
~"- .~~
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.
GATES & ASSOCIATES, P.C.
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
. JACOBY, ROBERT E.. LESTER :
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
~@~~
NO. 00-5798
NOTICE
You have been sued in court. If you wish to defend against
the claims set forth in the following pages, you must take action
within twenty (20) days after this complaint and notice are served,
by entering a written appearance personally or by attorney and
filing in writing with the court your defenses or objections to the
claims set forth against you. You are warned that if you fail to
do so the case may proceed without you and a judgment may be
entered against you by the court without further notice for any
money claimed in the complaint or for any other claim or relief
requested by the plaintiff. You may lose money or property or
other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO
NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE
OFFICE SET FORTH BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP.
Court Administrator
Cumberland County Courthouse,
1 Courthouse Square
Carlisle, PA 17013
(717) 240-6200 '
4th Floor
M RE.COf\O
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GATES & ASSOCIATES, P.C.
plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLlUID COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
,JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
COMPLAINT
AND NOW comes the Plaintiff, Gates & Associates, P.C., and
hereby sets for the following complaint.
1. The Plaintiff is a law firm incorporated by and
operating under the laws of the Commonwealth of
Pennsylvania, with its principal office at 1013 Mumma
Road, Lemoyne, Cumberland County, Pennsylvania 17043.
2. Defendant Elbert Lester, Jr. is an adult individual
residing at 6270 Huntingdon, Harrisburg, Dauphin
County, Pennsylvania 17111.
3. Defendant Rosa Lester is an adult individual residing
at the Grayson View assisted living residence, 150
Kempton Avenue, Harrisburg, Dauphin County,
Pennsylvania 17111.
4. Defendant Rosemarie Jacoby is an adult individual
residing at 221 Valley Road, P.O. Box 617, Mt. Gretna,
Lebanon County, Pennsylvania 17064. She is the
daughter of Elbert Lester,' Jr. and Rosa Lester.
5. Defendant Robert E. Lester is an adult individual
residing at 6330 Somerset Street, Harrisburg, Dauphin
2
. -~~~~,-~
~~:
County, Pennsylvania 17111.
Lester, Jr. and Rosa Lester.
He is the son of Elbert
6. Defendant Shannon Lester is an adult individual
residing at 6270 Huntingdon, Harrisburg, Dauphin
County, Pennsylvania 17111. She is the daughter of
Robert E. Lester, and the granddaughter of Elbert
Lester, Jr. and Rosa Lester.
COUNT I
BREACH OF IMPLIED CONTRACT
7. From October 1, 1998 until July 13, 1999, Defendants
Robert E. Lester and Rosemarie Jacoby served jointly as
Attorneys-in-fact for Defendant Elbert Lester, Jr.,
pursuant to a Power of Attorney dated October 1, 1998.
8. From October 1, 1998 until October 25, 1999, Defendants
Robert E. Lester and Rosemarie Jacoby served jointly as
Attorneys-in-fact for Defendant Rosa Lester, pursuant
to a Power of Attorney dated October 1, 1998.
9. Plaintiff believes, and therefore avers, that
Defendants Rosemarie Jacoby and Robert E. Lester, in
their capacities as attorneys-in-fact for Defendants
Elbert Lester, Jr. and Rosa Lester, transferred all
marital property and assets along with all of Defendant
Elbert Lester, Jr. 's individual property and assets
into the sole name of Rosa Lester.
10. On or about April 27, 1999, Defendant Elbert Lester,
Jr. contacted the Plaintiff, Gates & Associates, P.C.,
for the purpose of having Plaintiff perform various
estate planning services for the Defendants.
11. At all times relevant hereto, Susan Kay Candiello, Esq.
has been an attorney licensed to practice law in the
Commonwealth of Pennsylvania and employed by the
Plaintiff.
12. On or about May 6, 1999, Susan Kay Candiello, Esq. in
her capacity as an attorney for the Plaintiff law firm,
met with the Defendants to discuss estate planning for
Defendants Elbert Lester, Jr. and Rosa Lester.
13. Subsequent to May 6, 1999, Attorney Candiello drafted,
and shared with the Defendants, an estate planning
proposal and fee contract for the Defendants.
3
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14. Subsequent to May 6, 1999 various family developments
and break downs occurred leading to strained
relationships among some of the Defendants.
15. As a result of these changed circumstances, the fee
contract was never signed by the Defendants.
16. At or before this time, Defendants were aware of the
fees charged by Plaintiff through viewing the proposed
fee contract and through various discussions with
Attorney Candiello.
17. On or about May 26, 1999, Defendant Elbert Lester, Jr.
was sent a billing statement for the period ending May
15, 1999, for services performed and expenses incurred
by Plaintiff. The entire packet of billing statements
is attached hereto and hereby incorporated by reference
as nExhibi t An.
18. On or about May 24, 1999, Defendant Elbert Lester, Jr.
executed a Living Will prepared by the Plaintiff.
19. On or about June 30, 1999, Defendant Elbert Lester, Jr.
was sent a billing statement for the period ending June
15, 1999, for services performed and expenses incurred
by Plaintiff. The entire packet of billing statements
is attached hereto and hereby incorporated by reference
as nExhibi t An.
20. On or about July 13, 1999, Defendant Elbert Lester, Jr.
executed a Durable Power of Attorney in favor of
Defendants Robert E. Lester and Shannon Lester,
jointly.
21. On or about July 13, 1999, Defendant Elbert Lester, Jr.
executed a Notice of Revocation of Attorney-in-Fact
Representation revoking the Power of Attorney he had
previously granted to Defendant Rosemarie Jacoby.
22. On or about July 22, 1999, Plaintiff filed, and caused
to be recorded, Defendant Elbert Lester, Jr.'s Durable
Power of Attorney and Notice of Revocation of Attorney-
in-Fact Representation in both Dauphin and Lebanon
Counties.
23. On or about August 23, 1999, Plaintiff mailed the
Defendant, Elbert Lester, Jr., a billing statement for
4
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the period ending August ~5, ~999, for services
performed and expenses incurred by Plaintiff. The
entire packet of billing statements is attached hereto
and hereby incorporated by reference as "Exhibit A".
24. On or about)Wgust 23, ~999, Plaintiff drafted a Family
Agreement for the Defendants.
25. Subsequent to August 23, ~999, Plaintiff made several
revisions of the Family Agreement in order to try to
resolve the tensions and animosities among the various
Defendants.
26. On or about September 22, ~999, Plaintiff mailed the
Defendant, Elbert Lester, Jr., a billing statement for
the period ending September ~5, ~999, for services
performed and expenses incurred by Plaintiff. The
entire packet of billing statements is attached hereto
and hereby incorporated by reference as "Exhibit A".
27. Subsequent to September of ~999, Plaintiff, continued
to meet with the Defendants and perform various
functions at the request of the Defendants, including,
but not limited to, telephone calls, letters, and
drafting visitation agreements.
28. On or about October 25, ~999, Defendant Rosa Lester
executed, through a separate attorney, a Revocation of
General Power of Attorney revoking the Power of
Attorney she had previously granted to Defendants
Rosemarie Jacoby and Robert E. Lester.
29. Plaintiff believes, and therefore avers, that on or
about October 25, ~999, Defendant Rosa Lester executed
a Power of Attorney solely in favor of Defendant
Rosemarie Jacoby.
30.. Plaintiff mailed monthly billing statements to,
Defendant, Elbert Lester, Jr., on or about November 5,
1999, November 22, ~999, February ~6, 2000, March 3~,
2000, April 30, 2000, and May 23, 2000 for services
performed and expenses incurred by Plaintiff. The
entire packet of billing statements is attached hereto
and hereby incorporated by reference as "Exhibit A".
3~. To date, Plaintiff's bill totals Four Thousand Nine
Hundred Twenty-seven and 50/~00 ($4,927.50) Dollars.
5
,~;<,~~"~.~
~~ ~~"'v ,
32. To date, Defendants have paid nothing to the Plaintiff
for the services rendered and expenses incurred by
Plaintiff.
WHEREFORE, Plaintiff demands judgment in the amount of Four
Thousand Nine Hu~dred Twenty-seven and 50/100 ($4,927.50)
Dollars, together with interest and all the fees and costs
of this action.
COUNT II
QUANTUM MERUIT
33. Paragraphs 1 through 32 are hereby incorporated by
reference as though more completely set forth herein.
34. Various services have been performed by Plaintiff for
the benefit 'of Defendants, including, but not limited
to, meeting with Defendants, travel to Defendants'
homes, telephone calls, letters, drafting and execution
of various estate planning documents, faxes, e-mails,
and inter-office conferences.
35. Plaintiff consistently and periodically sent Defendants
detailed and itemized billing statements outlining the
various services performed by Plaintiff and the charges
thereof.
36. When Plaintiff first began representing Defendants
Elbert Lester, Jr. and Rosa Lester in their estate
planning needs, Defendants Rosemarie Jacoby and Robert
E. Lester were jointly serving as Attorneys-in-Fact for
both Elbert Lester, Jr. and Rosa Lester.
37. In their capacities as Attorneys-in-Fact, Defendants
Rosemarie Jacoby and Robert E. Lester controlled all of
the finances for their parents, Defendants Elbert
Lester, Jr. and Rosa Lester.
38. Plaintiff believes, and therefore avers, that
Defendants Rosemarie Jacoby and Robert E. Lester, in
their capacities as attorneys-in-fact for Defendants
Elbert Lester, Jr. and Rosa Lester, transferred all
marital property and assets along with all of Defendant
Elbert Lester, Jr. 's individual property and assets
into the sole name of Rosa Lester.
6
-" --'" ~--'
1.-,"
39. On or about July 13, 1999, Defendant Elbert Lester, Jr.
revoked the power of attorney he had granted in
Defendant Rosemarie Jacoby.
40. On or about July 13, 1999, Defendant Elbert Lester, Jr.
executed a Durable Power of Attorney naming Defendants
Robert E. Lester and Shannon Lester as his joint
attorneys-in-fact.
41. Plaintiff charged a reasonable fee for the services
performed.
42. Defendants have not paid for any of the services
performed by Plaintiff.
43. Defendants have been unjustly enriched and will
continue to be unjustly enriched by reaping the
benefits of Plaintiff's services without paying for
those services.
WHEREFORE, Plaintiff demands judgment in the amount of Four
Thousand Nine Hundred Twenty-seven and 50/100 {$4,927.50l
Dollars, together with interest and all the fees and costs
of this action.
GATES
P.c.
BY:
LOWE
Supr
1013
Lema
{717
L R. ATES, Esquire
me Court I.D. #46779
Mumma Road
e, PA 17043
731-9600
DATED:
~6w-~ It, 2000
7
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,
IIIlil!Iilj~R{
V E R I F I CAT ION
The undersigned hereby verifies that the facts averred in the
foregoing document are true and correct to the best of her
knowledge, information, and belief.
This verification is made
. subject to the penalties of 18 Pa. C.S.A. !l 4904 relating to
unsworn falsification to authorities.
GATES & ASSOCIATES, P.C.
Dated: ctA\ leD
( (
BY:
8
.
~"-,-
CERTIFICATE OF SERVICE
I, Lowell R. Gates, Esquire, of the law firm of Gates &
Associates, P.C., hereby certify that I served a true and correct
copy of the foregoing Complaint by Certified United States mail, to
the following Defendant:
Rosemarie Jacoby
221 Valley Road
P.O. Box p17
Mt. Gretna, PA 17064
GATES &
S CIATES, P.C.
BY:
iL
ELL
Supre
1013
Lema
(717)
R. GATES, Esquire
Court I.D. #46779
mma Road
, PA 17043
731-9600
DATED:
~8vI,"" L( ,2000
9
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GATES <<ASSOCIATES, P.C.
, 1013 Mumma Road
suite #100
. - ~ - - ~.... ~ -"-
Lemoyne, ~A i/U4~-iGi~
(717) 731-9600
COpy
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
Statement Date May 26, 1999
Period Ending May 15, 1999
Reference No. 10433
professional Fees
04/27/99 SKC Telephone call to
gather
information and
arrange meeting.
0.20 @ 125/hr 25.00
04/29/99 SKC Meeting with new
elder law client.
3.60 @ 125/hr 450.00
05/06/99 SKC Meeting with
family to discuss
estate planning.
3.00 @ 125/hr 375.00
subtotal professional fees:
850.00
Disbursements
04/29/99 CD
05/06/99 CD
Mileage - travel to and
from client's home.
Mileage - travel to and
from Harrisburg.
24.00
7.56
30.00
9.45
subtotal disbursements:
17.01
Total current billing:
867.01
previous balance:
0.00
0.00
~ ,
.
-'~^.~"J
Page 2
GATES << ASSOCIATES, P.C.
Lester, Elbert Jr.
Estate planning
Total now due:
867.01
------------
------------
Current over 30 over 60 Over 90
---------- ---------- ---------- ----------
867.01 0.00 0.00 0.00
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1 1/2% per month.
FOR YOUR CONVENIENCE WE NOW ACCEPT VISA & MASTERCARD FOR PAYMENT.
If paying by credit card, please fill out enclosed form and mail.
- .
.....'
'-= .
~'~
'--"'~~'~'':''
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #100
hemoyne, PA 17Q43-121B
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate planning
statement Date June 30, 1999
Period Ending June 15, 1999
Reference No. 10623
r~-~!f
1 'c. (._:;V
'" .....< I' .
'~""-
Professional Fees
05/17/99 SKC Telephone 2.20 @ 125/hr 275.00
conference with
grand-daughter
regarding recent
family
developments.
Drafting estate
planning
proposal.
05/18/99 CAH Reviewed estate 0.40 @ 125/hr 50.00
planning proposal
and made notes.
05/18/99 SKC Telephone call to 0.60 @ 125/hr 75.00
client's
daughter-in-law.
Discussion with
CAH regarding
estate planning.
05/19/99 SKC Telephone 0.20 @ 125/hr 25.00
conference with
daughter-in-law
regarding
family's assets
and the source of
these assets.
OS/24/99 SKC Drafted Living 1. 80 @ 125/hr 225.00
will. completed
estate planning
proposal .
Meeting at
client's home to
sign Living will.
.
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,
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GATES << ASSOCIATES, P.C.
page 2
Lester, Elbert Jr.
Estate Planning
06/02/99 SKC Telephone
conference with
daughtQr-in-law
to discuss family
reactions to our
proposal.
Discussed
client's options
to daughter's
refusal of care.
0.40 @ 125/hr
50~OO
------------
Subtotal professional fees:
700.00
Disbursements
OS/27/99 CD
OS/27/99 CD
postage.
postage.
1.00
1.00
0.99
0.55
subtotal disbursements:
1. 54
Total current billing:
701. 54
OS/26/99 No. 10433
prior payments/credits
(
867.01
0.00)
867.01
Previous balance:
867.01
867.01
Total now due:
1,568.55
------------
------------
current Over 30 over 60 over 90
---------- ---------- ---------- ----------
701.54 867.01 0.00 0.00
",~",~
:h-." I. ..!If"
GATES << ASSOCIATES, P.C.
page 3
Lester, Elbert Jr.
Estate Planning
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will.be assessed finance charges of 1 1/2% per month.
FOR YOUR CONVENIENCE WE NOW ACCEPT VISA << MASTERCARD FOR PAYMENT.
If paying by credit card, please fill out enclosed form and mail.
_..~"
'-1. .~
,
~-"~, ~,,~lnl':~,
GATES << ASSOCIATES, P.C.
1013 Mumma Road
Suite #100
Lemoyne, PA 17043-1218
(717) 731-9600
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
S TAT E MEN T
Estate Planning
Statement Date August 23, 1999
period Ending August 15, 1999
Reference No. 10947
,,""" ,...-......, -\f
~~~~ ..
Professional Fees
07/13/99 SKC Drafted Durable 3.00 @ 125/hr 375.00
power of Attorney
and Revocation.
Travel to
client's home to
review and sign
documents.
07/14/99 SKC Telephone 0.40 @ 125/hr 50.00
conference with
client's son
regarding
proceeding.
07/15/99 SKC Telephone call to 0.20 @ 125/hr 25.00
gl.-anddauqhter
regarding status
at home.
07/27/99 SKC Letter to 0.60 @ 125/hr 75.00
daughter
regarding change
in Durable Power
of Attorney.
08/09/99 SKC Telephone 0.40 @ 125/hr 50.00
conference with
client's
grand-daughter
regarding
situation.
Letter to client.
08/10/99 SKC Telephone call to 0.40 @ 125/hr 50.00
Sherry Byer.
Telephone call to
client.
Lester, Elbert Jr.
Estate Planning
.
~~
GATES << ASSOCIATES, P.C.
08/11/99 SKC Telephone call to
daughter-in-law.
08/12/99 SKC Telephone
conference with
daughter
regarding
client's
agreement to
meet. Telephone
call to
granddaughter to
discuss and
confirm meeting.
Disbursements
07/13/99
07/16/99
07/19/99
07/20/99
07/20/99
07/21/99
07/21/99
08/10/99
08/12/99
08/15/99
subtotal professional fees:
CD
CD
CD
CD
CD
CD
CD
CD
CD
SKC
Mileage - travel to and
from client's home.
Long distance charges.
Long distance charges.
Recording fees - Lebanon
Co. Recorder Deeds.
Recording fees - Dauphin
Co. Recorder of Deeds.
Postage.
postage.
Long distance charges.
Long distance charges.
Finance charge.
subtotal disbursements:
Total current billing:
OS/26/99 NO. 10433
prior payments/credits
06/30/99 No. 10623
Prior payments/credits
Previous balance:
0.20 @ 125/hr
25.00
0.40 @ 125/hr
50.00
700.00
27.00 8.51
1.00 0.13
2.00 0.26
1. 00 36.00
1.00 39.00
2.00 1. 54
2.00 0.66
3.00 0.39
3.00 0.39
1. 00 23.53
------------
110.41
(
(
867.01
0.00)
701. 54
0.00)
701.54
867.01
1,568.55
~.~~,
Page 2
------------
810.41
1,568.55
.'-<-.
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lMii:iI
GATES << ASSOCIATES, P.C.
Page 3
Lester, Elbert Jr.
Estate Planning
------------
Total now due:
2,378,96
------------
------------
Current Over 30 Over 60 Over 90
---------- ---------- ---------- ----------
810.41 0.00 701.54 867.01
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1 1/2% per month.
W~ NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA & MASTERCARD.
If paying by credit card, please fill out enclosed form and mail.
".
, ~ ~
t~l'lit.:
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #iOO
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
Statement Date september 22, 1999
Period Ending september 15, 1999
Reference No. 11196
C r'""" i!"""!
- r ~, .....
~.. I
YOUR ACCOUNT IS PAST DUE..PLEASE REMIT YOUR PAYMENT IMMEDIATELY
Professional Fees
08/16/99 SKC Telephone 0.60 @ 125/hr , 75.00
conference with
Shannon regarding
sunday visit with
client's wife and
daughter.
Telepone call to
sherry Eyler.
08/17/99 SKC Telephone 0.40 @ 125/hr 50.00
conference with
Lynne Nessel at
Hershey psych.
Department
regarding sunday
visits of
client's wife.
08/18/99 SKC Received and 0.20 @ 125/hr 25.00
reviewed fax
from
daughter-in-law.
Telephone call to
daughter-in-law
regarding
meeting.
08/19/99 SKC Meeting with 4.00 @ 125/hr 500.00
Elbert Lester and
family regarding
care and
finances.
08/23/99 SKC Telephone call to 1. 00 @ 125/hr 125.00
......~
GATES << ASSOCIATES, P.C.
Lester, Elbert Jr.
Estate Planning
grand-daughter
regarding meeting
and proposed
agreement.
Telephone
conference with
grand-daughter
regarding
meeting.
Telephone call to
daughter-in-law
regarding same.
08/23/99 SKC Drafted family
agreement letter
to shannon.
Letter to client.
Letter to
Rosemarie and
Tom.
2.60 @ 125/hr 325.00
OB/27/99 SKC Telephone call
with
daughter-in-law
regarding family
problems.
0.40 @ 125/hr 50.00
08/30/99 SKC Family meeting
regarding
Agreement.
2.20 @ 125/hr 275.00
08/31/99 SKC Revised Family
Agreement.
E-mailed
Agreement to
Robert Lester.
copy to Elbert
Lester and
Rosemarie Jacoby.
1.40 @ 125/hr 175.00
subtotal professional fees:
1,600.00
Disbursements
OB/16/99
OB/19/99
CD Long distance charges.
CD Mileage - travel to and
from Lester home for family
meeting.
SKC Finance charge.
3.00
2B.00
0.39
8.82
09/15/99
1.00
23.53
-.....
-4i",dOOll.b*,,,':
Page 2
';,.....~~
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- ~
"""1~..rib
,.
GATES << ASSOCIATES, P.C.
page 3
Lester, Elbert Jr.
Estate planning
-~----------
subtotal disbursements:
32.74
Total current billing:
1,632.74
.05/26/99 No. 10433
Prior payments/credits
06/30/99 No. 10623
Prior payments/cre~its
08/23/99 NO. 10947
prior payments/credits
867.01
0.00) 867.01
701.54
( 0.00) 701. 54
810.41
( 0.00) 810.41
Previous balance:
2,378.96
2,378.96
Total now due:
4,011.70
------------
------------
Current Over 30 over 60 over 90
1632.74 810.41 0.00 1568.55
PAYMENT DUE UPON RECEIPT OF STATEMENT
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA << MASTERCARD.
If paying by credit card, please fill out enclosed form and mail.
~' ~.
~,
GATES << ASSOCIATES, P.C.
1013 Mumma Road
Suite #lU(J
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
statement Date November 5, 1999
Period Ending October 29, 1999
Reference NO. 11454
'~f."'~~.!'
.~ --, -- '" '"'-
~"".II j
PAYMENT DUE UPON RECEIPT OF STATEMENT
professional Fees
10/07/99 SKC Telephone call to
Atty. smith
regarding letter
stating they are
representing Rose
Lester.
Telephone
conference with
son, Robert
Lester, regarding
status of
finances.
0.40 @ 125/hr
50.00
subtotal professional fees:
50.00
Disbursements
10/15/99 SKC Finance charge.
1. 00
35.33
subtotal disbursements:
35.33
------------
Total current billing:
85.33
OS/26/99 No. 10433 867.01
prior payments/credits 0.00) 867.01
06/30/99 NO. 10623 701.54
Prior payments/credits 0.00) 701.54
08/23/99 No. 10947 810.41
~ '--~~.'
""
",", -""ibl~~\"i
GATES << ASSOCIATES, P.C.
Page 2
Lester, Elbert Jr.
Estate Planning
Prior payments/credits
09/22/99 No. 11196
Prior payments/credits
(
(
0.00)
1,632.74
0.00)
810.41
1,632.74
------------
Previous balance:
4,011.70
4,011.70
Total now due:
4,097.03
------------
------------
current over 30 over 60 Over 90
---------- ---------- ---------- ----------
85.33 1632.74 810.41 1568.55
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA & MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
~ ..
"--
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #100
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
statement Date November 22, 1999
period Ending November 15, 1999
Reference No. 11671
~"~ ~~ 1-'- ""~ ..I~,- .~_
.-,"'...... -'iF
;( - '.' -.".
i.... ; I Y '"
'-" ~ .
PAYMENT DUE UPON RECEIPT OF STATEMENT
professional Fees
YOUR ACCOUNT IS PAST DUE..PLEASE REMIT YOUR PAYMENT IMMEDIATELY
10/26/99 SKC Telephone
conference with
Atty. Joanne
christine
regarding
representation of
Rose Lester.
Telephone
conference with
Robert Lester
regarding Rose's
request for
visitation.
0.40 @ 125/hr
10/26/99 SKC Telephone
conference with
Ona Lester
regarding
shannon's back
injury - "pinched
sciatic nerve".
Questions
regarding
shannon's
continuing to
care for Elbert.
0.40 @ 125/hr
11/01/99 SKC Telephone
conference with
granddaughter
regarding visits
0.60 @ 125/hr
50.00
50.00
75.00
. " -~
GATES << ASSOCIATES, P.C.
Lester, Elbert Jr.
Estate Planning
and paying bills.
Telephone call
to Atty.
christine
regarding
visitation.
subtotal professional fees:
Disbursements
10/26/99
11/15/99
CD Long distance charges.
SKC Finance Charge.
Subtotal disbursements:
Total current billing:
OS/26/99 No. 10433
Prior payments/credits
06/30/99 No. 10623
prior payments/credits
08/23/99 No. 10947
Prior payments/credits
09/22/99 No. 11196
prior payments/credits
11/05/99 No. 11454
Prior payments/credits
Previous balance:
Total now due:
13 .00
1.00
(
(
(
(
(
867.01
0.00)
701. 54
0.00)
810.41
0.00)
1,632.74
0.00)
85.33
0.00)
175.00
1.69
59.47
61.16
867.01
701.54
810.41
1,632.74
85.33
4,097.03
. ...;,......~
~~~iioOili:"~_~~
page -)
236.16
4,097.03
4,333.19
------------
------------
-
,~' ., Lfn~,~~,,_
GATES << ASSOCIATES, P.C.
Page 3
Lester, Elbert Jr.
Estate Planning
Current Over 30 Over 60 Over 90
---------- ---------- ---------- ----------
321.49 0.00 1632.74 2378.96
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA & MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
- .~
.,.
'"
"~rll,,;
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #iOO
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
statement Date February 16, 2000
Period Ending February 15, 2000
Reference No. 11915
r>" ,'''''' ,..."" .
~~'4"I'
PAYMENT DUE UPON RECEIPT OF STATEMENT
YOUR ACCOUNT IS PAST DUE..PLEASE REMIT YOUR PAYMENT IMMEDIATELY
professional Fees
10/28/99 SKC Telephone
conference with
client regarding
agreement for
visitation.
0.20 @ 125/hr
25.00
subtotal professional fees:
25.00
Disbursements
02/15/00 SKC Finance Charge.
1.00
62.87
subtotal disbursements:
62.87
Total current billing:
87.87
OS/26/99 No. 10433 867.01
Prior payments/credits ( 0.00) 867.01
06/30/99 No. 10623 701.54
Prior payments/credits ( 0.00) 701. 54
08/23/99 No. 10947 810.41
Prior payments/credits ( 0.00) 810.41
09/22/99 No. 11196 1,632.74
Prior payments/credits ( 0.00) 1,632.74
11/05/99 No. 11454 85.33
~' &
l_.~,
GATES << ASSOCIATES, P.C.
Page 2
Lester, Elbert Jr.
Estate Planning
prior payments/credits
11/22/99 No. 11671
prior payments/credits
(
(
0.00)
236.16
0.00)
85.33
236.16
------------
Previous balance:
4,333.19
4,333.19
Total now due:
4,421.06
------------
------------
Current Over 30 over 60 Over 90
---------- ---------- ---------- ----------
87.87 0.00 0.00 4333.19
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA <<MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
-
'-,-
INi~i;';Y:
GATES << ASSOCIATES, P.C.
1013 Mumma Road
suite #100
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
:/~~. . ~ F'~ 1!!
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
"-', ~;s il
Estate planning
Statement Date March 31, 2000
Period Ending March 15, 2000
Reference NO. 12667
PAYMENT DUE UPON RECEIPT OF STATEMENT
Professional Fees
02/23/00 LRG Telephone 1. 00 @ 155/hr 155.00
conference with
Robert Lester
regarding
parent's estate
planning and
problems with the
sister.
03/03/00 LRG Reviewed file. 0.30 @ N/C 0.00
prepared memo to
SKC.
03/13/00 MEH Inter-office 0.20 @ N/C 0.00
conference with
SKC.
subtotal professional fees:
155.00
Disbursements
03/15/00 SKC Finance Charge.
1.00
62.87
subtotal disbursements:
62.87
------------
Total current billing:
217.87
OS/26/99 No. 10433
867.01
'"
.
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GATES & ASSOCIATES, P.C.
Page 2
Lester, Elbert Jr.
Estate Planning
06/30/99
08/23/99
09/22/99
11/05/99
11/22/99
02/16/00
prior payments/credits
No. 10623
Prior payments/credits
No. 10947
Prior payments/credits
No. 11196
Prior payments/credits
No. 11454
prior payments/credits
No. 11671.
Prior payments/credits
No. 11915
prior payments/credits
( 0.00) 867.01
701. 54
( 0.00) 701.54
810.41
( 0.00) 810.41
1,632.74
( 0.00) 1,632.74
85.33
( 0.00) 85.33
236.16
( 0.00) 236.16
87.87
0.00) 87.87
------------
4,421.06
------------
4,421.06
previous balance:
Total now due:
4,638.93
------------
------------
Current Over 30 over 60 Over 90
---------- ---------- ---------- ----------
217.87 87.87 0.00 4333.19
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA <<MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
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GATES << ASSOCIATES, P.C.
1013 Mumma Road
Suite #lUU
Lemoyne, PA 17043-1218
(717) 731-9600
S TAT E MEN T
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
Estate Planning
statement Date April 30, 2000
period Ending April 30, 2000
Reference No. 12956
COJ'\'
PAYMENT DUB UPON RECEIPT OF STATEMENT
professional Fees
04/06/00 MEH Reviewed file.
Inter-office
conference with
LLG and TLS.
Memo to LRG.
Inter-office
conference wi1!:h
LRG.
0.80 @ 150/hr 120.00
subtotal professional fees:
120.00
Total current billing:
120.00
OS/26/99 No. 10433 867.01
Prior payments/credits ( 0.00) 867.01
06/30/99 No. 10623 701. 54
Prior payments/credits ( 0.00) 701. 54
08/23/99 No. 10947 810.41
prior payments/credits ( 0.00) 810.41
09/22/99 No. 11196 1,632.74
Prior payments/credits ( 0.00) 1,632.74
11/05/99 No. 11454 85.33
Prior payments/credits ( 0.00) 85.33
11/22/99 No. 11671 236.16
Prior payments/credits ( 0.00) 236.16
02/16/00 No. 11915 87.87
Prior payments/credits ( 0.00) 87.87
03/31/00 No. 12667 217.87
Prior payments/credits ( 0.00) 217.87
- - ~- - ~
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GATES << ASSOCIATES, P.Co
Page 2
~ester, Elbert Jr.
Estate Planning
------------
Previous balance:
4,638.93
4,638.93
Total now due:
4,758.93
------------
------------
current Over 30 over 60 Over 90
---------- ---------- ---------- ----------
120.00 217.87 87.87 4333.19
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA & MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
,-. "~'--,L~~i
GATES << ASSOCIATES, P.C.
1013 Mumma Road
~uite #iUO
Lemoyne, PA 17043-1218
(717) 731-9600
Lester, Elbert Jr.
6270 Huntingdon
Harrisburg, PA 17111
S TAT E MEN T
Estate planning
COpy
Statement Date May 23, 2000
Period Ending May 15, 2000
Reference No. 13189
PAYMENT DUE UPON RECEIPT OF STATEMENT
Diabursements
05/09/00 CD Court Costs - DJ filing
fees.
05/15/00 SKC Finance Charge.
1.00 103.00
1.00 65.57
subtotal disbursements:
168.57
Total current billing:
168.57
OS/26/99 NO. 10433 867.01
prior payments/credits ( 0.00) 867.01
06/30/99 NO. 10623 701.54
prior payments/credits ( 0.00) 701.54
08/23/99 NO. 10947 810.41
prior payments/credits ( 0.00) 810.41
09/22/99 NO. 11196 1,632.74
prior payments/credits ( 0.00) 1,632.74
11/05/99 NO. 11454 85.33
prior payments/credits ( 0.00) 85.33
11/22/99 NO. 11671 236.16
prior payments/credits ( 0.00) 236.16
02/16/00 NO. 11915 87.87
prior payments/credits ( 0.00) 87.87
03/31/00 NO. 12667 217.87
prior payments/credits ( 0.00) 217.87
04/30/00 NO. 12956 120.00
prior payments/credits ( 0.00) 120.00
------------
previous balance: 4,758.93
------------
4,758.93
-. l"_';"_",~
GATES << ASSOCIATES, P.C.
page 2
Lester, Elbert Jr.
Estate planning
Total now due:
4,927.,50
------------
------------
Current Over 30 Over 60 over 90
---------- ---------- ---------- ----------
288.57 217.87 0.00 4421.06
All overdue accounts will be assessed finance charges of 1 1/2% per month.
WE NOW ACCEPT THE FOLLOWING CREDIT CARDS FOR PAYMENT: AMERICAN EXPRESS,
DISCOVER, VISA & MASTERCARD. PLEASE CALL THE OFFICE FOR DETAILS.
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GATES & ASSOCIATES, P.c.
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-iu-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
REPLY TO NEW MATTER
AND NOW comes the Plaintiff, Gates & Associates, P.C., and hereby sets for the
following Reply to New Matter.
44. Paragraphs I through 43 of the Complaint are hereby incorporated by reference as
though more fully set forth herein.
45. After reasonable investigation, Plaintiff is without knowledge or information
sufficient to form a belief as to the truth and veracity of the averments of
Paragraph 45 and strict proof thereof is demanded at trial. By way offurther
response, it is denied that any assets transferred belong solely to Rosa Lester and
it is averred that those assets constitute marital property.
46. After reasonable investigation, Plaintiff is without knowledge or information
sufficient to form a belief as to the truth and veracity of the averments of
Paragraph 46 and strict proof thereof is demanded at trial.
47. After reasonable investigation, Plaintiff is without knowledge or information
sufficient to form a belief as to the truth and veracity of the averments of
Paragraph 47 and strict proofthereofis demanded at trial.
48. Admitted.
I
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49. Admitted.
50. Admitted in part, denied in part. It is admitted that Rosa Lester did not authorize
Plaintiff to perform legal services, however, Rosa Lester did not object to, and in
fact participated in, through her attorney-in-fact, Rosemarie Jacoby, family
meetings with the goal of creating an estate plan to benefit both Rosa Lester
and Elbert Lester, Jr.
51, Admitted in part, denied in part, It is admitted that Rosemarie Jacoby did not
authorize Plaintiff to perform legal services for Elbert Lester, Jr. or Rosa Lester.
Rosemarie Jacoby personally participated in joint sessions oflegal counsel
involving those legal services. By way of further response, Rosa Lester, by and
through her attorney-in-fact Rosemarie Jacoby, cannot withhold marital assets
from one spouse simply by having those assets in the name of the other spouse.
52. Admitted. By way of further response, Rosa Lester, by and through her attorney-
in-fact Rosemarie Jacoby, clffillot withhold marital assets from one spouse simply
by having those assets in the name of the other spouse.
53. Admitted. By way of further response, Rosa Lester, by and through her attorney-
in-fact Rosemarie Jacoby, cannot withhold marital assets from one spouse simply
by having those assets in the name ofthe other spouse.
54. Denied. Plaintiff worked with the family to draft and implement an estate plan to
benefit both Elbert Lester, Jr. and Rosa Lester.
55. Denied. Rosa Lester participated in, and never objected to estate planning
proposals set forth by Plaintiff, which were requested by her husband, Elbert
Lester, Jr. By way of further response, Rosa Lester, by and through her attorney-
in-fact Rosemarie Jacoby, cannot withhold marital assets from one spouse simply
by having those assets in the name of the other spouse.
56, Denied. Rosemarie Jacoby participated in, and never objected to estate planning
proposals set forth by Plaintiff, which were requested by her father, Elbert Lester,
Jr. By way of further response, Rosa Lester, by and through her attorney-in-fact
Rosemarie Jacoby, cannot withhold marital assets from one spouse simply by
having those assets in the name of the other spouse.
57. Denied. Plaintiff does not know what correspondence and information, if any,
2
~~
Rosemarie Jacoby, as attorney-in-fact for Rosa Lester, passed on to Rosa Lester.
Therefore, After reasonable investigation, Plaintiff is without knowledge
and information sufficient to form a belief as to the truth or veracity of the
averments set forth in Paragraph 57 and strict proof thereof is demanded at trial.
58. Denied. Plaintiff does not know what correspondence and information, if any,
Rosemarie Jacoby, as attorney-in-fact for Rosa Lester, passed on to Rosa Lester.
Therefore, After reasonable investigation, Plaintiff is without knowledge
and information sufficient to form a belief as to the truth or veracity of the
averments set forth in Paragraph 58 and strict proof thereof is demanded at trial.
59. Denied. Rosemarie Jacoby attended at least one meeting with other members of
her family and Plaintiff where the estate planning proposal was discussed in
detail.
60. Admitted in part, denied in part. Rosemarie Jacoby met with Attorney Susan Kay
Candiello. Also present at the meeting was Rosemarie Jacoby's daughter, who
happens to be an attorney. At no time did Rosemarie Jacoby ever indicate that
her daughter represented her or was there in any other capacity other than as a
family member.
61, Denied. The averments of Paragraph 61 constitute conclusions of law to which
no response IS necessary.
62. Denied. After reasonable investigation, Plaintiff is without knowledge
and information sufficient to form a belief as to the truth or veracity of the
averments set forth in Paragraph 62 and strict proof thereof is demanded at trial.
63. Denied as stated. The services performed by Plaintiff were for the benefit of
Elbert Lester, Jr. and Rosa Lester. It is denied that those services were for the
benefit of Robert Lester or Shannon Lester.
64. Denied. The averments of Paragraph 64 constitute conclusions oflaw to which
no response is necessary.
65. Denied. The averments of Paragraph 65 constitute conclusions of law to which
no response is necessary.
66. Denied. The averments of Paragraph 66 constitute conclusions of law to which
no response IS necessary.
3
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67. Denied. The averments of Paragraph 67 constitute conclusions oflaw to which
no response IS necessary.
68. Denied. The averments of Paragraph 68 constitute conclusions of law to which
no response is necessary.
WHEREFORE, Plaintiff respectfully requests this Honorable Court to enter judgment in
favor of the Plaintiff and against Defendants Rosa Lester and Rosemarie Jacoby, as attorney-in.
fact for Rosa Lester, in the amount requested in the Complaint, together with interest and all the
fees and costs of this action.
L--
LL R. GATES, Esquire
e Court J.D. #46779
10 13 umma Road
Lemoyne, PA 17043
(717)731-9600
DATED:
t>.ecel.'\i~ 1
,2000
4
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'~"'-i:t..t,j',
VERIFICATION
The undersigned hereby verifies that the facts averred in the foregoing document are true
and correct to the best of her knowledge, information, and belief. This verification is made subject
to the penalties of 18 Pa. C.S.A. S 4904 relating to unsworn falsification to authorities,
GATES & ASSOCIATES, P.C.
Omoo 11f&o
c& "
BY: Susan Kay a ,lello, Esq.
5
-' '~'. ..,
CERTIFICATE OF SERVICE
I, Lowell R. Gates, Esquire, of the law firm of Gates & Associates, P.C., hereby certifY that
I served a true and correct copy of the foregoing Reply to New Matter by First Class United States
mail, postage prepaid, to the following individuals:
Joanne Book Christine, Esq.
Rhoads & Sinon LLP
One South Market Square
P.O. Box 1146
Harrisburg, P A 17108-1146
Elbert Lester, Jr.
Dauphin Manor
1205 South 28th Street
Harrisburg, P A 17111
Robert E. Lester
6330 Somerset Street
Harrisburg, PA 17111
Shannon Lester
6270 Huntingdon Street
Harrisburg, P A 17111
BY:
LOWE
Suprem
1013 M a Road
Lemoyne, P A 17043
(717) 731-9600
DATED:
~ 1 ,2000
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GATES & ASSOCIATES, P.C.
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
PRAECIPE FOR ENTRY OF JUDGMENT BY DEFAULT
TO THE PROTHONOTARY:
Pursuant to Pa.R.C,P, I037(b), please enter judgment by default in favor of Plaintiff and
against Defendant, Elbert Lester, If., for failure to file an answer to the complaint or otherwise to
plead thereto, and assess Plaintiff's damages as follows:
Amount claimed in the complaint:
Late charges at I,5%/month for 11
months from filing of complaint:
$ 4,927,50
$ 813,04
TOTAL:
$ 5,74054
together with Plaintiff's costs and attorney fees as requested in the complaint.
It is certified that a written notice of intention to file this praecipe was mailed to the Defendant
against whom judgment is to be entered and to his attorney of record, if any, after the default
occurred and at least ten (10) days prior to the date of the filing of this praecipe, A copy of the notice
is attached hereto,
=.
Date: ~~, ,2001
, ,
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B
Lowell R. Gates, Esquire
10 13 umma Road, Suite 100
Lemo e, PA 17043
(717) 31-9600
(Attorneys for Plaintiff)
Judgment is entered against Defendant Elbert Lester, Jr. and damages are assessed as
requested above.
Date: ~ -1::2 ('Y) I
I
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Prothonotary
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GATES & ASSOCIATES, P.C. : IN THE COURT OF COMMON PLEAS
Plaintiff, : CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
.
.
To:
Elbert Lester, Jr.
Dauphin Manor
1205 South 28111 Street
Harrisburg, P A 17111
Date of Notice:
July 19, 2001
IMPORTANT NOTICE
YOU ARE IN DEFAULT BECAUSE YOU HAVE FAILED TO TAKE ACTION
REQUIRED OF YOU IN TillS CASE. UNLESS YOU ACT WITHIN TEN (10) DAYS FROM
THE DATE OF TIllS NOTICE, AJUDGMENT MAY BE ENTERED AGAINST YOU
WITHOUT AHEARING AND YOU MAY LOSE YOUR PROPERTY OR OTHER IMPORTANT
RIGHTS. YOU SHOULD TAKE TIllS NOTICE TO A LAWYER AT ONCE. IF YOU DO NOT
HA VE A LAWYER OR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE FOLLOWING
OFFICE TO FIND OUT WHERE YOU CAN GET LEGAL HELP:
Court Administrator
Cumberland County Courthouse, 4th Floor
1 Courthouse Square
Carlisle, P A 17013
(717) 240-6200
~@~v
.
Date:
.~-:-~, L,%
BY:
Low II R. Gates, qUire
1013 ummaRoad, Suite 100
Lemoyne, PA 17043
(717) 731-9600
Attorneys for Plaintiff
1-/~~d1YJ(
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GATES & ASSOCIATES, P.C.
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
PRAECIPE FOR ENTRY OF JUDGMENT BY DEFAULT
TO THE PROTHONOTARY:
Pursuant to Pa.R.e.P. 1037(b), please enter judgment by default in favor of Plaintiff and
against Defendant, Robert E. Lester, for failure to file an answer to the complaint or otherwise to
plead thereto, and assess Plaintiff's damages as follows:
Amount claimed in the complaint:
Late charges at 1.5%/month for II
months from filing of complaint:
$ 4,927.50
$ 813.04
TOTAL:
$ 5,740.54
together with Plaintiff's costs and attorney fees as requested in the complaint.
It is certified that a written notice of intention to file this praecipe was mailed to the Defendant
against whom judgment is to be entered and to his attorney of record, if any, after the default
occurred and at least ten (10) days priorto the date of the filing of this praecipe. A copy ofthe notice
is attached hereto.
. .
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Lowell
1013 mma Road, Suite 100
Lemoy e, PA 17043
(717) 31-9600
(Attorneys for Plaintiff)
Date: ~',2001
Judgment is entered against Defendant Robert E. Lester, and damages are assessed as
requested above.
Date: {Ju9 ~{, JODI
Prothonotary
2
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GATES & ASSOCIATES, P.C. : IN THE COURT OF COMMON PLEAS
Plaintiff, : CUMBERLAND COUNTY, PENNSYLVANIA
vs. :
ELBERT LESTER, JR. and CIVIL ACTION .
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
JACOBY, ROBERT E. LESTER NO. 00-5798
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
To:
Robert E. Lester
6330 Somerset Street
Harrisburg, P A 17111
Date of Notice:
July 19, 2001
IMPORTANT NOTICE
YOU ARE IN DEFAULT BEeAUSE YOU HAVE FAILED TO TAKE ACTION
REQUIRED OF YOU IN THIS eASE. UNLESS YOU AeT WITHIN TEN (10) DAYS FROM
THE DATE OF THIS NOTICE, A JUDGMENT MAY BE ENTERED AGAINST YOU
WITHOUT AHEARING AND YOUMA YLOSE YOUR PROPERTY OR OTHER IMPORTANT
RIGHTS. YOU SHOULD TAKE THIS NOTIeE TO A LAWYER AT ONeE. IF YOU DO NOT
HA VEALAWYER OReANNOT AFFORD ONE, GO TO OR TELEPHONE THE FOLLOWING
OFFICE TO FIND OUT WHERE YOU CAN GET LEGAL HELP:
eourt Administrator
eumberland eounty eourthouse, 4th Floor
1 Courthouse Square
Carlisle, PA 17013
(717) 240-6200
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Date: 1-(Q,.. ~!
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tes, P.c.
Lowell . Gates, Esquire
1013 ummaRoad, Suite 100
Lemo e, PA 17043
(717) 31-9600
Attorneys for Plaintiff
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GATES & ASSOCIATES, P.C.
Plaintiff,
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wife, AND ROSEMARIE
JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
PRAECIPE FOR ENTRY OF JUDGMENT BY DEFAULT
TO THE PROTHONOTARY:
Pursuant to PaRC.P. 1037(b), please enter judgment by default in favor ofPlaintitTand
against Defendant, Shannon Lester, for failure to file an answer to the complaint or otherwise to plead
thereto, and assess Plaintiff's damages as follows:
Amount claimed in the complaint:
Late charges at 1.5%/month for 11
months from filing of complaint:
$ 4,927.50
$ 813.04
TOTAL:
$ 5,740.54
together with Plaintiff's costs and attorney fees as requested in the complaint.
It is certified that a written notice of intention to file this praecipe was mailed to the Defendant
against whom judgment is to be entered and to his attorney of record, if any, after the default
occurred and at least ten (10) days prior to the date of the filing of this praecipe. A copy of the notice
is attached hereto.
hdJh'{,
B
. Gates, Esquire
1013 mma Road, Suite 100
Lemoy e, PAl 7043
(717)7 1-9600
(Attorneys for Plaintiff)
Date: f1t~L, 2001
Judgment is entered against Defendant Shannon Lester, and damages are assessed as
requested above.
Date: f),1'1
~~ ..:2001
I
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GATES & ASSOCIATES, P.c. : IN THE COURT OF COMMON PLEAS
Plaintiff, : CUMBERLAND COUNTY, PENNSYLVANIA
VS.
ELBERT LESTER, JR. and
ROSA LESTER, Husband and
Wire, AND ROSEMARIE
JACOBY, ROBERT E. LESTER
and SHANNON LESTER, as
their Attorneys-in-Fact,
Defendants
CIVIL ACTION
NO. 00-5798
To:
Shannon Lester
6270 Huntingdon Street
Harrisburg, PA 17111
Date of Notice:
July 19, 2001
IMPORTANT NOTICE
YOU ARE IN DEFAULT BEeAUSE YOU HAVE FAILED TO TAKE AeTION
REQUIRED OF YOU IN THIS CASE. UNLESS YOU AeT WITHIN TEN (10) DAYS FROM
THE DATE OF TIllS NOTICE, A JUDGMENT MAY BE ENTERED AGAINST YOU
WITHOUT AHEARING AND YOU MAY LOSE YOUR PROPERTY OR OTHER IMPORTANT
RIGHTS. YOU SHOULD TAKE THIS NOTICE TO A LAWYER AT ONeE. IF YOU DO NOT
HA VEALAWYEROR CANNOT AFFORD ONE, GO TO OR TELEPHONE THE FOLLOWING
OFFICE TO FIND OUT WHERE YOU CAN GET LEGAL HELP:
Court Administrator
Cumberland County Courthouse, 4th Floor
1 Courthouse Square
Carlisle, PA 17013
(717) 240-6200
(f:;@~~
,--
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s ciates, P. C.
Y:
Low I R. Gates, Esquire
101 Mumma Road, Suite 100
Le oyne, PA 17043
(7 7) 731-9600
Attorneys for Plaintiff
Date: '7...Nr-dtnJ
2
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