HomeMy WebLinkAbout00-07831
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MILDRED J. GERBER and
MARILYN J. GERBER,
Plaintiffs
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
vs.
NO. m.)<f.]/ H
FRED E. GERBER n, TRUSTEE
Defendant
CIVIL ACTION- EQUITY
NOTICE TO DEFEND
YQU have. been sued in Court. Hyou wish to defend against the claims set forth in the
fonowing pages, you must take action withil1l twenty (20) days after this Complaint and notice
are served by elJteringa 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 LA WYERAT ONCE. IF YOU DO NOT
HA VE^LA WYER 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
One Courthouse Square
Carlisle, PA 17013
717-240-6200
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MILDRED J. GERBER and
MARILYN J. GERBER,
Plaintiffs
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
vs.
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NO. i"1J- '7 J 3 / C~:J ri~
FRED E. GERBER n, TRUSTEE
Defendant
CIVIL ACTION- EQUITY
PETITION TO COMPEL ACCOUNTING
AND NOW, Mildred 1. Gerber and Marilyn 1. Gerber, Plaintiffs herein, through their
respective attorneys, pursuant to 20 Pa.C.S.A 97181, allege as follows:
L Mildred 1. Gerber is an adult individual residing at 623 Hilltop Dr., New Cumberland,
Cumberland County Pennsylvania.
2. Marilyn 1. Gerber is an adult individual residing at 42 Drexel Place, New Cumberland,
Cumberland County Pennsylvania.
3. Fred E. Gerber II is an adult individual residing at 4287 Kearney Lane, Fairfax, VA
22033.
4. On July 29, 1994, Fred E. Gerber, deceased, established a revocable Trust in Cumberland
County Pennsylvania, for the benefit of himself during his life, with provisions that the Trust continue
upon his death. (A copy of which is attached as Exhibit A)
5. Upon the death of Fred E. Gerber in January, 1998, Defendant Fred E. Gerber, II became
successor Trustee of said Trust.
6. Plaintiffs Marilyn 1. Gerber and Mildred J. Gerber are beneficiaries under the Trust of Fred
E. Gerber dated July 29, 1994.
7. Plaintiff Mildred 1. Gerber is the widow of Fred E. Gerber, deceased.
8. Plaintiff Marilyn 1. Gerber is a daughter of Fred E. Gerber, deceased.
9. Defendant Trustee Fred E. Gerber II is a beneficiary of the Trust.
10. Fred. E. Gerber is the son of Fred E. Gerber, deceased.
1 L Defendant Fred E. Gerber II is the present Trustee ofthe Trust of Fred E. Gerber.
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12. To the best ofPlaintitrs' information and belief, no accounting ofthe Trust has ever been
made or filed with the court.
13. On May 5, 2000, undersigned counsel for Plaintiff Marilyn 1. Gerber wrote to Lindsay
D. Baird, Esquire, counsel for the Trustee Fred E. Gerber, IT, requesting inter alia an accounting of
the Trust assets, liabilities, earnings and a disbursement from the accumulated Trust income or
principle to assist Marilyn 1. Gerber with living expenses, as permitted by the terms of the Trust.
14. On June 5,2000, Ms. Baird responded and advised, inter alia, that the Trustee:
"is in the process of hiring a CPA to perform an accounting of the
Trust. As soon as it is completed, you will be provided a copy on
behalf of Ms. Gerber. My Client keeps detailed records regarding the
Trust and any disbursements made. He is anxious to satisfy any and
all inquiries."
15. In the correspondence of June 5, 2000, Ms. Baird requested that Ms. Gerber provide
detailed financial statements and information for the Trustee to consider Ms. Gerber's request for a
distribution.
16. On June 9, 2000, undersigned counsel for Ms. Marilyn J. Gerber advised Ms. Baird that
Ms. Gerber had previously submitted detailed information to Mr. Herbert Rupp, Esq., previous
counsel for the Defendant Trustee and inquired whether that would meet the Trustee's requirements.
17. On August 18, 2000, Ms. Baird, on behalf of the Defendant Trustee, advised undersigned
counsel for Ms. Marilyn 1. Gerber that
"CoL Gerber is in the process of having an accounting done. We will
provide results fo that concurrent with your providing information we
have requested."
18. The effect ofthis correspondence was that the Defendant Trustee had conditioned the
release of the results of the accounting on the beneficiary's disclosing details of her finances.
19. Since August 18, 2000, undersigned counsel for Ms. Marilyn 1. Gerber has attempted
to contact Ms. Baird to determine the status of the accounting and has received no response.
20. On October 20,2000 and again on October 27,2000, undersigned counsel for Plaintiff
Mildred 1. Gerber wrote to Ms. Baird, requesting an accounting of the Trust.
21. As of November 2, 2000, undersigned counsel for Plaintiff Mildred 1. Gerber had
received no response.
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22. As Trustee, the Defendant has a fiduciary obligation to the beneficiaries.
23. The Defendant Trustee has a personal conflict with Plaintiff Beneficiary Marilyn 1. Gerber
by having filed a civil complaint for defamation against Plaintiff Marilyn J. Gerber.
24. To date, Defendant Trustee has continually made promises to provide an accounting to
the beneficiaries, but has continually failed to perform that obligation.
WHEREFORE, Plaintiffs respectfully request that this Honorable Court:
1. Enter an order directing Defendant Trustee to file with the court a formal accounting of
the Trust, including detail of all assets, liabilities, disbursements and income acquisition and disposal
of Trust assets during the period in which he has acted as successor Trustee.
2. Enter judgement against Defendant for costs and attorney's fees
3. Enter such other order for relief as the court deems warranted.
Respectfully submitted,
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Michael 1. Kane
Registration No. 46215
Kane and Mackin, LLP
3300 Toodle Rd.
Camp Hill, PA 17011-4432
(717) 214-3700
Attomey for Marilyn J. Gerber
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)o(4~z U. j)f~fT/~
Registration No. 32958
Killion and Metz
214 Pine Street
Harrisburg, PA 17101
(717) 232-0879
Attorney for Mildred J. Gerber
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VERIFICATION
We the undersigned Mildred J. Gerber and Marilyn J. Gerber, verify that the facts set forth
in the foregoing Petition are true and correct to the best of our knowledge, information and belief.
We understand that false statements herein are made subject to the penalties of18 Pa. C. SA
912!l4 relating to unsworn falsification to authorities.
Date: 1J;o~ ffZf, \ 1) .::; DOQ
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FRED E. GERBER
REVOC4BLE mf!ST A (;REEUENT
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'flU 5 J\.GREEHEl,T made this J. 1 - day of July, 1994 , by and
bet'''',,,,n fllliD E. GERBER at 623 Hilltop Drive, New l.'Ulnb(!1:'lal'1d,
pennsylvani", 17070, h..reinatter referred '::0 as the "Grantor" and
FRED E. GERBER, hereinafter referred to as the "Trust.;es",
1. The Grantor hereby transfers to the Tru.stees the p1:'operty
listed in Schedule A annexed hereto, IN TRUST, for ~~e following
pUrpOiit1s:
(al To pay the incoJ:le to the Grantor :'~l cen"Tanient
installments at least quarter~annually.
(b) 'Eo !;lay the Granter, at any t.:.me or time;:; during his
life, such SliWS from or any part cr all ot ~~e principal
as he IDay request in a written ir.st~ent delivered to
the 'Erus tees.
(0) To pay to the Grantor, at any time or times d~ing
his life, such sums froll1 or any part or all of tha
principal as th~ truste~s maYI in t~eic discretion,
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determine to be reasonably necessary far his support,
maintend.nce, comfart or other benefi::, or to meet the
costs ot any illn8ss or accident which may affect him.
(d) Upon tha de"th 0r: the Gralltor, to pay the then
remaining principal, it any, as the Grantor may appoint
in favor of his estate or in favo::: of others, such power
to be ~~ercisable by him in a wi~: in which he expressly
refers to this power.
(e) If or to the eX1:ent to whiCh the Crantor tails
effectively to eXerCisG the pOlo/er gra~ted ':0 Idm in (d)
above, to dispose of the principal, if any, remaining on
his death as provided in paragraph 3, it the Grantor's
loIite, MILDRED J. GERB~~, survives the Grantor. If the
Grantor':; wHa does not survi.ve hi:n, such principal shall
be paid to the Grantor's issue s~iving hi:n.
2. Upon the Grantco;,'s death, the Trustees shall pay to the
Gr<:mtor's estate an aillount equal to the trust I s fair share,
determined as provided tela'.!, of all e-"ltate, inheritance and other
death taxes (including any interest thereon and penalties with
respect thereto), federal, state and other, imposed by reason of
the Grantor's death in respect af property held by t~e trUSt or
otherwise. The trust's :air share of such taxas shall be
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do.termined by t.:le e;..:ecutGrs lOr ad.l!lini~':.rator5 for each tax
separd.tely and, tor ea.G~ tax, sh..ll be the: proporti.:;n at the tax
"hich the value of th" property held by t:le t..'>-Ust in respect to
which the tax is imposed bears 1:0 the va:"ue of all property in
respect to ""hieh t:le tax is .:..tnpos8d. A tax shall not be considered
imposed in respe<.:t to property '.:0 the ex-:ent of any deduction,
credit, exemption or exclusion al:Co1Jed in respect to such property.
The determination by the executors or admir..:.strators ;)f the aJl10unt
payaole under this article ~hall be final, and ~he Trustees shall
pay such smus 'Wielout ;]laking inquiry into their acc:.lracy. Upon
making payment ot the amoum::s determined, the .crus.tees shall be
discl'.a:::-ged frOlll aI1Y liaoility ;11th respec'::: to such payments and
from furtlier accountabili.ty therefor. SUch payments shall be made
out of the princip~l of the trust. If the Grantor's wife, MILDRED
J. GERBER, $u.r:vive" the Grantor, in no .lvent shall such payments be
made out of Sharu B as derined in (bJ of paragraph 3 of this
agreel!lent...
3. II' tlle Grantor's wife, !1ILDl~ :;. GEP.3ER, survives the
Grantur, any property 2irected t~ be disposed of pursuant to the
provi~ions oi this artic:e shall ~~ divided ~to c~o slLareS, herein
resgectively desig;-;ated as "Share. JV' alld "S21.ire BIf I ..hich s...~all be
constituted ~s foilO~s:
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(a) Share 'A shall con51st of a Qum eq~al to the largest
amount, if any, which c~n pa~s free of ~eder~l estate tax
in the Granter's "state: by r.aaso~~ of the unified credit
against federal estate tax allO'.,Jable to the Grantor I 5
estate and the state d:ath tax credit allowable to the
Grantor's estate (provided that use ot thi.. credit does
not result in increasing the amount of state death taxes
paid). reduced by the aqgregate of (1) any items passing
outside ot this agreement whic.:l are required to be
included in the Grantor'S gross estate and ~hich do not
qualify for the federal esta~e tax marital or charitable
deductions, (2) the a.mount of any ",dlp.in:.stl:ation expenses
of the G~antor's ~statL: whiCh arQ claimed as income tax
ra~~er than as est~te tax de~uctions. and (J) the amount
of any state d"ath taxe::: payable by the Grantor' 5 estate,
includi~~ the trusc's iair share o~ such taxes payable
under Pa~agraph 2 herecf.
(h) Share B shall cons.!.$t of the .oalance of t.'1e property
directed to J:e disposed of pu:csua"t to the provisions of
this par:o.grap!l.
Share A shall be d~sposed or as p4'ovic.ad in par<:..;;raph 4, and
Share ~ as provided in paraqraph 5.
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4. The Truc:tees shall hol~ Sh"'.ce A, duri::>g "he life of "\:he
Grantor's "ite, MILDRED J'. GElUlE:., , fe,," the follcwing purposes:
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(a) In the discretion of the T~u5tees, to pay any part
or all at the income to. or a,:cUlIlulate any part or all of
such income for the be:1et'i t of, anyone or .IlIore of the
Grantor 0 s wiie ana his isslle in .'lny degreE" or add any
part or qll o~ such inc~~e to the ?rinc~pal of the trust.
;x (b) To pay ~O anyone or mo~e or the Grantor's wife and
his issue in any degree and t~e Grantor's sister, MR~.
fLORENCZ CAP~~. at any t~e or times such sums from or
any pare or ~~l at the principal ~5 the Trustees may, in
th"ir discretion, dete~:dne c:J. be reasonably necessary 1::>
permit the p<':JOson to '.;t:om 'o.::le distri2:u1:io" is JIlade 1:0
maintai.'1 her 'lsual and nor.!lu:!. st:;,.ndard of !.i ving, or to
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meet the costs of any illhes5 'Jr a:;cide;:t which may
affect ~uch r-~rson; exc~pt that ~o amour.t shall be paid
to the Grantor' 5 IJ"Lfe fre>m t.~e pri'lcipa2. of Share A W1til
th~ principal Sh~re ~L BI di~?osed of pursuant to
paragraph 5f has been c;)lOpler..~ly ey..~a\:sted~ _
(C) To conti.lue the ..p:::'~l1ciFal if any, rellleo.ining at the
death ot 1:he GrantQ~'s Jire, in ~rust =or the Grantor's
the~ lil,.,'ing c!:Jilc.r;::D, p::ovic'-.::d, h':;~eve.':..~1 thi.::t any" of the!
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Grantor I s Ii~: ing chilec::-en ....11.0 is uror.arr:~~v.. and has no
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cluldren shaLl n~'t b"cOlIle a be:-.efic:.ary of the trust
unt.:l such parson survives the Grantor' 5 wife by one
year. If such person does not s-.:.:rviva by one year, his
or her share :;hall be d.ivideCl bet'.Jeen ')JJY othe::- surviving
children. It the Grantor has no ~en 2.iving issue, such
principal sh"ll be dis:Josed 'Jf a::: provided in paragraph
6.
(d) The principal sb.all be hele, invested and
reinvested, prefer.ably in tax-fr~e ~unicipal bonds and
the inco:ue of the trust paid to the Grantor ," children in
equal shares for ::10 lOLg. as ::he (;hi1~en 51:0.11 ::'ive.
(e) "UpOll the de21;h Dc do chile:. of the Grantor, the
principii::' ShLll b" dive.ded into :"5 JIl"-"Y pal.-t.s as there
were c~ildrer. befere th~ sa.:.d. def.-:"'1 0;; a child and such
pare sball be paid to the cbildren of s"ch c:,ild in equal
shares. The trust shall can~inue for ~e rsmaining part
until t~c las~ child d~~s.
(t) Upon the deat:;l of::ne last c~lild, the p.::incipal and
any accUlllulatad bu-;: unyaid i:.1COJlle sha:l be paid to t.>].e
children of such c;,ild in eqc::.l sh2Xes, at '~!:lch time the
t~~u~t shell t~rJlina.te.
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5. Tne 'l."rUs':e.es shal: holl! Shar., B I.: TRUST, du!:ing tb.e li.;:e
of the Grantor's wif". MlLDRE!J J. GE:RB;';R, tor 1::1e following
purposes:
(a) To pay the iJ~come '::0 he:!:' in ::onve!lient installments
at least quarter-"nnua~ 1y.
(b) To pay tJ hec at .a;:y tilU,e or times such sums from or
any part: or all 01' the )rincipal as thCl Trustees may, in
~,eir sole disc!'etio.., d",t=::'ne ::0 be reasonably
nee..ssar:,. to pe::-ml': hel:' to maint=.~n her USUal and normal
standard of living or to meet the costs of any illness or
accident \oIhich may' aff.".::t he::-.
(c) To [Jay any pr i.ncip.:.l reCl.aini;!g at her ceath to such
pf:r~onSI cor1=urat~.Jns ...I: otI~ers, incl".lding" her estate,
llt~:c cree-i.tor:;;, or the c~edi\:.ors o")f her est;:lte, i:1 such
pl:"cportions, on su~h te:!~~s, condit -;"ons .:.tnd cG:lclngenc.:.es,
and in such estat~s, aLsQlut~ly or in trust, as she ~y
appoint by specific re=e.renc~ to dnis po~er in a will.
(d) if or to the '2xter.i: "h~:;h the Gr"ntor' s said wife
fa.il$ ef!"ective2.y -;::0 e~:.~rci~e ~~ pov.~ gr_:1ted "to her
PlL.:..:suant to ~,t..lbp.c.~3..gr~~!?h (~) a.t....0ve, to continue t.-'1e
principa.l if dny, ::2!Ca:l~-:..l.ng .=t': the deat1"1. of t.!1e Gr3ntor',:;
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wife, ic tru5t tor th~ Grantor's then living children,
provideo., howeve:t., th.l'\: any ot the Grantor's living
childrer. who is unmarried and has no child,en shall not
b"come c. benaflciary of thoe trust until such person
survives the Grantur's wife by one year. If such person
does not SUr{lVe by one year, his or her share shall be
dilfidea betweer.. my other surviving childl.-en. If the
GJ::<mtor !las no then li v i.ng issue, such :;>rincipal shall be
disposed of as provide~ in parag=aph 6.
(e) ThE. principal shall be hele., invested and
reinvested, preferably in tax-fr"e ~unicipal bonds and
the inco:ne af the trust paid 1:0 th-a Grantor I s chi':'Jren in
equal shares lor ~o long as t;ne children shall live.
(f) Upon the de<< eh of a ",hile. of the Grantor, the
principal shall be divided into as many pa~s as there
were children before tl;e sa.:j dec.th of a c.'l.i.ld and such
part shall be paid to t.'t," chi l.dren of s'..lch ct-.ild in equal
shares. The ~rust shal:'. conr:.inue for '::he r",maining part
until the lase child di2s.
(g) Upon the deat1c of che IdSt child, the principal and
any accureulated bu~ unpaid income shall be paid to the
cIlildren af such cLild ~.l e~",l sh:lres, at '",hich time tha
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6. Any ~roperty directed dt any ti~e to ~e disposed of as
provided in this !?aragj'apb shall be paid ::0 such pe::-son;; and in
such aJ:lounts and proportions as ',<[Quld be E'-'1tith.d to receive the
same under the lays of the Comm~rlwea.:'I;.h o:i: Pennsylvania then in
exist:ence, if the Grantor b~d tt.en died intesta~e, a resident of
the Commonwealth ot Pennsytv~nia and rJle o..mer of said property.
7. If under the tar:ns of O1::her provisions of this trust, any
~oney or other property is ~equi~dd to be c~stributeci to a person
~lho is do minor or who ':'5 o::henlise under a di,;ability (such <1S
incompatency) I such money or ocher :?rop.,rty shall not be so
dis'Cributed, but instead sha2.1 b", held by tile Trustees I IN 'fRUST,
fer the Eolloving ~urposes:
(a) During tte pe::-iod ::Jf lIIinorEy or other disability,
th~ Trustees shall pay ~o the mine.:: or ::Jthar ?erson under
a ~i"'abL.ity any part 0= all of -:':le inc:one .Qr principal
as the 'rl.-ustees ::nar, in -:heir disc:-etion, determine to be
reasonably :1"ces.;arf for 5UC~ p"r5on I 5 support:,
mainte..l1;' :lee, "duc2.tion, or heill th or to neat the eosts Qf
any il1n.:s5 or accident. affectinq su:::J: per:;:'Jh.
(b\ Durin\! t.~;e pe.::iod ;f :ni::ori'~j or otl1er disability,
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includir.:J a benef.:ciary herb...wder.
(jl To ~ake any divis~on or discrib~~ion herecnder in
kind or in ca~h or partly in eac~.
(k) To determine, in case of reasonable doubt on tileir
part, whether an,; prq)erty coeing into their hands
constitutes income or principal, ~nd whether any payment
or expenditure mad.. by tl1em ":tall iJe ch:>.rged to income or
to principal, but any uistributi~n by a cc~oration or
association made to the l'rus..;ees (except to t.l,e Trustees
of the Sllare II trust 1:or the be,,,'!.fit of t~e Gr~ntor's
wife) in the sharGs of ~~e distr~butir.g ccrporacion or
associati.on, whether i:: the for.::. of a stock split or
stock d,:,'!idenJ, shall 1:.. i:lllocat"d "'helly tu principal.
(1) To place me assets of the t~"2St or any part of them
in one or lOare bank, brokaragc., c'UstodiilIl or other
accounts with a!l~' ban:;:s, l:rust cOI!l;?anies, or stock
brokera<;;2 firms, i:li1d to pay t1e c'~st 0: lOi:liIC-::aining such
accounts.
(l'1) 'ro :naint~in ;c,ank, brok-"rc.g", cU::1:odL.f1 ane other
accounts -":!lde~' t::~ tit.:., of "RED .:;. GL'1BER TRUST, or in
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agreQ'!11.ent, or for any act or om.:.ssior.. of any other
unles>5 his conduct atlount" tu fr"c'd or ",ill.::ul miscon'"'-lct, tor any
act or omission ot his 'Jwn.
16. Any person, incluc~g'~he G~antor, may, at any time and
from time to time, add additional prop=rty jy will or otherwise to
the trust, providing such property is acceptabl.. to the Trustees.
Any property so added shall become a part of the trust estate and
be subject in all respects to tne te=s and conditions of i:hi,.
agreemen t:.
17. Any stat",ment sent by rr,gistc:;ed n:3.il cr delivered by any
Trustee to, or any release ~o a. Trustee signed jy any beneficiary
who is living and 0f full a~e ane sound mi~d, or any statement so
sent or delivered to, or any relea:;e sisned on behalf of any
beneficiary by the executor or administrator of any b~neficiary if
the beneficiary is not living, or a parent, guardian or committee
of a beneficiary who is living but not of full a~e and sound mind,
shall conclusively discharge the ~rusLees f~om any an~ every.claim
and demand of an"' such be:l<~ric.:.ary with respect ta any lllatter
contained in such statement or release, excupt with r2:;pect to any
matters in such stateme:lt as to'\c,icl1 -.Titt.~n objection is made to
and received by the TJ:"GsteE rent..' ',rin<;, the 5tatelllent ;,rithin sixty
days after the st:.lteme':'1t h~5 bl;en sent 0.;:: delivered.
Any such
releaSe, if given ~ith respe~t to ~11 ~tters relating to ~~e trust
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and the adlninistrat i on thereof, wi'::11 or wi tl10ut forma~ or in1'orma':f ..
accounting or the :!:endition .:>t a"y statemellt sl1.3.11 conclusively
discharge such Trustee from ,,11 c:':..!.ims of t!~e ber:eticiary by whom
or on whose b~~alf the release was si~led, and from all claims of
the then living descendam;s of such benufici"ry ha.ving no interest
in the trust confl~~ting with thac of such Deneficiary, and from
all clailILS of such beneficiary's unborn issu::!, wL:h respect to all
lIlatte.rs relating to the trust or tht:: ad:~inis',;ration thereof,
including clailllS which \Jere not disclosed to or not known by such
beneficiary or the person signing t1le release on such beneficiary I 5
behalf.
18, A Truste.. may resign by executinq and ackr..owledging a
wr i tten resignation and deli verir.'] it to '-" ac::ing 'I'rustee, if
there is a Trustee acting, or if not, .the Grantor it he is then
living, or if not, to the then income b=neficiary of ~~e trust.
19. The successor Trustee s~all De Celonel Fred E. Gerber,
II.
Tlw Grant.or. shall have power to ramo':a any Tru:stee and to
designate additional Trustees or successor Trustees. Any
designat~on shall be ~evo~able at any time pr~or to the
qualification of the person so de~~qnated.
18
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After the death or the Grantor, ~~ ~~;~';,;.'l;i:~~", '.
from tilDe to time shall have the power to designate additional
Trustees to serve with theIil or successor Trustees to serve upon the
occurrence of a further vacancy if the successors named herein or
designated as provided herein are unable to act.
The powers
provided for by this paragraph shall include the power to designate
different Trustees for different trusts created herein.
The Trustees acting from time to time shall have the power to
deliver any or all of the assets of the trust to any Trustee or
Trustees then acting in any jurisdiction. This power shall include
the power to administer separate trusts created herein as separate
entities with different Trustees in different jurisdictions. It is
the Grantor I s intention that if the assets of the trust are
delivered to another jurisdiction, they be administered in and
subject to the laws of that jurisdiction.
Each of the powers granted by this paragraph shall be
ey.ercisable by a written and acknowledged instrument. A
designation shall become effective upon the delivery thereof to the
person so designated and the qualification of such person in the
manner hereinafter provided. A. revocation of a designation shall
become effective upon delivery thereof to the person whose
designation is revoked, except that a revocation to be effective
need not be delivered to the person designated if the designation
19
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has not 'been deli.vered to scch p:arson~' A r'emc-vai'\ -'s.b.'alJ> b'ec012le
effective upon the deli'/ery of ;the instrumlmt ot re:moval to the
Trustee so removed.
Additional and succeS601- Trus"Cees shall l:le v_,sted with all. the
discretion, authority, ~ights and immunities and ~e subject to all
of the duties of T~~ste~s na~edp~rSu~lt to this agreement.
20. Any addidonal or sUcc3ssor Trustee .;hall qualify by
delivering a written and acknolol'ledged accepto1llce of the trust to an
acting Truste=, if there is a Trustee: acting, or if not to the
Grantor, it he is thel~ living', or if no's to the then income
beneficiary of the trus"C.
21. FRED E. GERBE..~ hereby .:.ccepts the tn.st and agrees to
execute the ",allle t;J the best ofhHI abllity.
22. The trust shall be revocable by the Gra"tor, at any tillle,
and either in whole. or in part., l'he Grerd:.or ~aYJ in addition.
alllend or modify this agree.me!lt, ~ at any tillle, in any way whatever.
Any such revocation, alIlendmcnt or IlIodi:::icat~on shall be made by a
written and ackno~ledged instrument del~,erec to tne acting
Tl:"ustees. Atter t..'le ci~at.h of ,t:,e Gra..'1tor, the trust cannot be
revoked or abended, and no part of the incc~e or prL~cipal of the
trust can be transferred, pledge,," or ,)tbe::c ",ise ali""lated by any
20
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to the debts of anYheileficiary.
beneficiary, or beco~
23. Unless the governing la\l has been changed by removal of
assets to another jurisdiction, this agreement and eactl trust
created hereunder shall be const~led and regulated by the laws of
the Commonwealth of Pelll":sylvania.
ill WITNESS WHEREOF the parties have execut~d this agreement
as of the day and 'lear::irst abov~ wricten.
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FRED E. G ~<, Grantor
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FRE:J .. GERBL~, Trustees
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COMMONWEALTH OF PElINSYLVANIA
55.
COUNTY OF <:Vi~i-'J)
r)(J '[_:b
On this, the on clay of July, 199.;, before me, a Notary
Public, personally appeared FRED E.. GERBEi<., Grantor, known to me
(or satisfactorily proven) to be the person whose name is
subscribed to the foregoing instl.-ument and also acknowledged that
he ex.ecuted the same for the purposes '!:herein contained.
IN WITNESS WliEREOJ;', I have ;lereullto set my hand and official
seal.
(NOTARY SV.L)
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MY commission Expires;
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'MILDRED J. GERBER and
MARILYN J. GERBER,
Plaintiffs
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
vs.
NO. 00-7831
EQUITY
FRED E. GERBER II, TRUSTEE
Defendant
: CIVIL ACTION - EQUITY
CERTIFICATE OF SERVICE
I hereby certify that on this 1. OTH day of JJ.... r..,...I!.~ ,2000, I have
caused a true copy of the Answer to Petition to Compel Accounting to be delivered by
first class mail to:
Michael J. Kane, Esquire
3300 Trindle Road
Camp Hill, PA 17011
Attorney for Marilyn J. Gerber
Joseph U. Metz, Esquire
Killion and Metz
214 Pine Street
Harrisburg, PA 17101
Attorney for Mildred J. Gerber
~~
ndsay Dare Baird, Es~uire ~
37 South Hanover Street --
Carlisle, PA 17013
Attorney for Frederick E. Gerber II
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MILDRED J. GERBER and
MARILYN J. GERBER,
Plaintiffs
: THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
vs.
: NO. 00-7831
EQUITY
FRED E. GERBER II, TRUSTEE
Defendant
: CIVIL ACTION - EQUITY
;1:
ANSWER TO PETITION TO COMPEL ACCOUNTING
1.
ADMIT.
2.
DENY. Marilyn J. Gerber resides with Mildred J. Gerber at 623 Hilltop Drive,
New Cumberland, Cumberland County, Pennsylvania.
3. ADMIT IN PART. DENY IN PART. Address is correct. Deny Fred E. Gerber,
II is Defendant's name. Defendant's name is Frederick Edward Gerber, II.
4. ADMIT.
5. ADMIT.
6. ADMIT.
7. ADMIT.
8. ADMIT.
9. ADMIT.
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10. ADMIT.
11. ADMIT.
12. ADMIT.
13. ADMIT.
14. ADMIT.
15. ADMIT.
16. ADMIT.
17. ADMIT.
18. DENY. An exchange of documents was requested.
19. ADMIT.
20. ADMIT IN PART. DENY IN PART. Admit letter written October 27,2000.
Deny letter was written October 20, 2000. Letter was written October 17, 2000.
21. ADMIT.
22. ADMIT.
23. DENY. Sentence insinuates that Defendant created conflict "by having filed a
civil complaint..." In fact, the filing of the suit was a result of the Plaintiff
Marilyn 1. Gerber's repeated harassment, threats and slander to Defendant at
home and at work.
24. DENY. Perfonnance has been underway for some weeks and is complete.
A faxed copy of the accounting is attached and marked as Defendant's
Exhibit "A".
WHEREFORE, Defendant respectfully requests that this Honorable Court
1. Dismiss Plaintiffs' Petition to compel accounting.
2. Grant any other relief it deems appropriate.
Respectfully submitted,
D
Baird Law Office
37 South Hanover Street
Carlisle, PA 17013
(7 J 7) 243-5732
Attorney for Frederick E. Gerber II
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FRED E. GERBER TRUST
ACCDUNTlNG THRnlllUI f1l!!CEMBI!R 31 1l1U
Balance of investments r:ebrtJllry 29, 1998 $ 318.182.32
RECEIPT~:
1998 inveAtment income Charles Schwab a"""unt 16.365.19
1999 inveslmentlncDrne Chatles Schwab account 18.101.72
34.A66.91
DIRRUIIIRI!!MI!N1"5:
Check nllmbor Date Payee Deserir:rtlon Amount
G2a Hilltop Drive
101 09/07/98 Sill ~aines renovatiQn 7,285.00
102 09108198 PNC Benl-; Garage door 1, 0tJ3.68
623 HllltolllJ/'Ive
103 09114198 Bill Haines renDvation 2,000.00
104 09/13198 Acacia life InsUrance Jane Garbsr 18.36
105 D9/13/ge Acacia Lire In~uranC$ Marilyn G@rber 19.50
Collegllllipsnd Aug - Oct
106 09/26/98 S&sdIa Gllfber $300 and birthday $250 550.00
107 09/26198 Sean Heflin Bil1hday 250 00
College stipend Aug. _
1011 09/28/98 /l,manda Heflin Od. 300.00
109 10/02/98 Sasc;ha Gerber Collage boarding 300.00
623 Hilltop Drive
110 10/12/88 Bill Haines renovatIon 767 50
111 10/21198 Central PA MRI Centl'!r MRI - Mildred Gerber 75.55
112 10/25/ge SlI!lcha Gerber Collegll boarding - Nov 500 00
113 10/25198 Arnand:ll ~ID~lfI ColI!!ge boarding - Nov. SOO.OO
114 10/28/98 Cummings A$sociates Oed's doctor bills 200.00
115 11111198 AlIllfllic Insur,ance MQ"'! Insursnce on Bait. Homs 150.00
116 11127/110 Sascl1a Gerber Colle!lll boarding - Dee 500.00
Lead Dolson
MD DeDt. of the envlronrnllntal fee Balt
117 11/28198 Environment House 10.00
118 11/28198 Amanda Heflin College boarding - Dec. 500 00
Col. Gerber. OM. Award
119 12/10/98 Major Larry Shew of I:xcellenea Memonal 141 19
120 12/15198 Acacia llkllMU<ance Marilyn Gerber 19.50
121 12/15/98 AC3cia life Insurance Jane Gerber 18.35
122 12/20/98 Sasel1a Gerber Christmas 9111 250 00
123 12120198 Jane Hem" Cl1rlsU11as gift 500.00
12"- 12/20/98 Amanda Heflin ChrIstmas gift 250.00
1~5 12/20/98 Sean Heflin Chrlsl",as gift 250,00
128 Void
Defendant's "Exhibit A"
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127 12124/98 MI~I\ Ger'ber Christmas gilt 250.00
128 12/28/98 Bascha Gerber College boarding -Jan. 500.00
129 12/28/98 Arnauda HeIlln College boarding. Jan. 500.00
Computers end supplies _
Visa 12/01/98 01111 Catalog Sales Sman & Amanda HeRin 7,961,80
130 12131198 Jane Hellln Birthday 2,000.00
131 Void
132 01/19/99 SaSCha Gerber Feb. 99 !vitio" 500,00
auto debit 01/28/99 Charles Schwab margin interest 14.56
133 01/22199 Sascha Gertler EMT schoold course 375.00
CoUege . $500 and
134 02104/99 Amanda HelJln bilthday . $250 150.00
College tu~lon and board
135 02115/99 ' Jane Heflin March - May 1,500.00
136 01/15199 FlA Dept. of Revenue 1 991 Income llilx 333.00
137 01/15/99 PA Oep!. of Revenue elltirnabK! lax !:leymen! 188.00
138 01/15/fl9 PA Dell!. of Revenue estimaled tax payment 188.00
139 01/30199 PA Oep!. of Revenue estimated tax Payman! 181.00
140 02112/99 PA D@p!. of ~evenue estimated tax oayrnlllnt 187.00
141 02/21/99 Amanda Heftin COllege - March 50000
142 02/22/99 Sallcha Gelber COllege - Match SOD 00
lIuto dabit 02/25199 Charles Sdlwab margin Interest 25.88
al/lo debit 03/01199 Cher1!l! ~wab Check order fee 19.;0
EMT lllJpplies a/ld
equip"'ent - college
143 03/14/99 Saseha Gerber ROTC 250.00
144 03/15/99 Acacia Life InSIJt;ll1!;e Jane Getber 18.35
145 03/15/99 Acacia Life Insurance Marilyn Gerbet 19.50
146 03/28/99 Sascha Gelber College boarding -April 500 00
auto debit 03130199 Cl1al1f!ll Schwab margin interast 50.42
147 04104199 UNC Charlotte Sa$Cha Gerber 66.00
148 03/31/99 Bell Atlanllc Mobil TelephonebiJl. Mildred 15973
149 0d/1 d/gQ IRS 19ge inc;ortle tax 3.157,00
150 04/14199 PA Dapl of RevenuE' 1998 income lax 632 00
11;1 04/29/99 S;!scha Gerber Collage - May SOD. 00
152 04/29/99 Arnancla Heftln College - May 500.00
~nse /'fllmbUlSement_
153 04/29/99 !>elra Gerber Sascha colle!!e 35000
auto debit 04/29/99 Charles Schwab margIn interest 50.92
154 05108199 Lord <'lnd "taylor Mildred Gerber 745.71
Col. Gerber, OM, AWard
155 05114/99 LTC Randy Randolph of Excellence Memorial 250.74
156 05116199 UNC Charlotte Saschll 139.40
June board. $500 and
157 Olil2~g Frederick S. Garber WI1I/blms - $300 ROTC 800.02
auto debit 05121199 Charles Schwab margin .nteresl 7:.1.06
Si!scha's EMT CClUt3Il.
SUPPlies and equiPllIent
158 06/07/99 '"etra Gerber tt;imbwllement 450.00
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Cilshler cheek nevo,
cashed -to be redeposited
for Ml.seha'$ Birthdlly
12/2315l9
12123199
Mildft1d J. Gerber
/Ored Gerbe'
Unrealized loss on Inveslmenls December a 1. '1999
Balance of InveSlmsnl$ Decel11bet 31. 1999
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9,3DO.OO
250.00
90.499.91
(41,078.52)
:11 221.670.80
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THE COLJRT OF COMMON PLEAS OF
CUMRERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
vs,
NO. 00-7831
EQUITY
FRED E. GERBER II, TRUSTEE
Defendant
: CIVIL ACTION - EQUITY
ORDER
AND NOW, this 01...."" Day of
foregoing motion, it is hereby ordered that:
(1) a rule is issued upon the Plaintiffs to show cause why the Defendant is not entitled to
the relief requested;
(2) the Plaintiff shall file an answer to the motion within twenty days of service upon the
Plaintiffs;
(3) the motion shall be decided under Pa, R.C.P. No. 206.7; 1/' /6 CI, rn '
(4) deposition shall be completed within ~S- Days of~ cz;C; ,
(5) argument shall be held on ""In QAA' ..A ;z (" , 2001, III Courtroom ~ Of the
Cumberland County Courthouse; and
(6) notice of the entry of this Order shall be provided to all parties by the Defendant.
~
, 2001, upon consideration of the
BY THE COURT:
J.
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MARILYN J. GERBER,
Plaintiffs
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
vs.
: NO. 00-7831
EQUITY
FRED E. GERBER II, TRUSTEE
Defendant
: CIVIL ACTION - EQUITY
MOTION TO DISMISS ACTION
AND NOW comes the defendant, Fred E. Gerber II, Trustee, by and through his attorney
Lindsay Dare Baird, Esquire, and avers the following:
I. Plaintiffs Mildred J. Gerber and Marilyn J. Gerber initiated the above action, a Petition
to Compel Accounting, on November 3, 2000.
2. Plaintiffs erroneously filed the action in the Office of the Prothonotary of the Court of
Common Pleas of Cum her land County, despite the caption correctly placing jurisdiction with the
Orphans' Court Division.
3. On November 20,2000, defendant responded to the Petition which stated, inter alia,
that the requested relief of an accounting was accomplished.
4. The defendant presumed the action would be withdrawn.
5. Plaintiffs are now seeking discovery of further information, which, ifin the proper
jurisdiction, would be appropriate.
6. Plaintiffs have filed the action in the wrong division of the Court of Common Pleas.
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WHEREFORE, the defendantrespectfully requests th~t: pursuant to Pa. R.C.P. I032(b),
the above-captioned action be dismissed for lack of jurisdiction.
Respectfully submitted,
pup~
indsay Dare Baird, Esquire
Attorney for Defendant
37 South Hanover Street
Carlisle, P A 17013
Supreme Court No. 72083
(717)243-5732
cc: Michael J. Kane
Attorney for Plaintiff
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"
.
MILDRED J. GERBER,
MARILYN J. GERBER,
Plaintiff
V.
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY,PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 00-7831 EQUITY
FRED E. GERBER, II, TRUSTEE,:
Defendant
: CIVIL ACTION - EQUITY
PRAECIPE
TO THE PROTHONOTARY:
Please enter my appearance for the Plaintiff, Mildred J. Gerber, in the above-captioned
matter.
Respectfully submitted,
1- :;.;;. -0 l
Jh.
ac eline M. Verney, Esquir
Supreme Ct. ID 23167
44 South Hanover Street
Carlisle, P A 17013
(717) 243-9190
TO THE PROTHONOTARY:
Please withdraw my appearance for the Plaintiff, Mildred J. Gerber, in the above-
captioned matter.
Respectfully submitted,
~'-"",.~~=:-"
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MILDRED J. GERBER and
MARILYN J. GERBER,
Plaintiffs
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
vs.
NO. 00-7831 Equity
FRED E. GERBER n, TRUSTEE
Defendant
Civil Action-Equity
ORDER
AND NOW, this I 'f' day of I'd""Z ' 2001, upon
consideration of Defendant's Motion to Dismiss and PlaintiffM Iyn 1. Gerber's Answer thereto,
it is hereby ordered that:
1. Plaintiff's Petition for Accounting is transferred from the Court of Common Pleas of
Cumberland County, Equity Division to the Court of Common Pleas of Cumberland County,
Orphan's Court Division.
2. The Prothonotary of the Cumberland County Court of Common Pleas is directed to
transfer the file in this case to the Clerk of the Orphan's Court, Register of Wills and provide a
new docket number.
3. The filing date of the Petition for Accounting shall remain November 3,2000 for all
purposes
4. The Court's Order ofJanuary 22,2001 is vacated in so far as it ordered argument on
Defendant's Motion to Dismiss before the Court on March 26, 2001 at 11:15 a.m. and
depositions within 4S days ofJanuary 22, 200l.
S. Defendant's Motion to Dismiss Action is Denied as Moot.
6. A copy of this Order shall be served on all Parties.
COURT /
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MULDREDJ.GERBERand
MARTI., YN J. GERBER,
Plaintiffs
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
vs.
NO. 00-7831 Equity
FRED E. GERBER n, TRUSTEE
Defendant
Civil Action-Equity
PLAINTIFF MARTI.,YN F. GERBER'S ANSWER TO
DEFENDANT'S MOTION TO DISMISS ACTION AND NEW MATTER
AND NOW, Plaintiff Marilyn J. Gerber, through her attorney Michael J. Kane,
respectfully submits this answer to Defendant's Motion to Dismiss.
1. Admitted
2. Admitted
3. Admitted that Defendant filed an answer to Plaintiff's Petition on November 20, 2000
and averred, inter alia, that the requested relief of an accounting was accomplished. Denied that
the requested relief of an accounting was, in fact, accomplished.
4. Plaintiff has no basis to either admit or deny Defendant's presumption. To the extent
that Defendant avers that Plaintiff somehow contributed to that presumption, the averment is
denied
5. Admitted that Plaintiff is seeking discovery of further information
6. Admitted that Plaintiff filed the action in the wrong division of the Court ofConunon
Pleas.
NEW MATTER
8. 42 Pa.C.S. S 5103(c): provides:
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If an appeal or other matter is taken to, brought in or transferred to
a division of a court to which such matter is not allocated by law,
the court shall not quash such appeal or dismiss the matter, but shall
transfer the record thereof to the proper division of the court,
where the appeal or other matter shall be treated as if originally
filed in the transferee division on the date first filed in a court or
magisterial district.
9. The remedy of42 Pa.C.S. ~ SI03(c) is mandatory.
10. The proper remedy to Plaintiff's Motion is for the court to transfer the matter to the
Court of Conunon Pleas, Orphan's Court Division and not dismissal. In re Estate of Cantor, 424
Pa. Super 24,621 A.2d 1021 (1993).
WHEREFORE, Plaintiff Marilyn J. Gerber respectfully requests that the court:
I. Order that the matter be transferred from the Court of Conunon Pleas, Equity Division
to the Court ofConunon Pleas, Orphan's Court Division.
2. Direct the Prothonotary of Cumberland County to transfer the file to the Clerk of the
Orphan's Court, Register of Wills.
3. Vacate the Court's Order ofJanuary 22, 2001 that Plaintiff's Motion to Dismiss be
argued on March 26, 200 I.
4. Enter an Order Denying Defendant's Motion to Dismiss as Moot
Respectfully submitted,
Mi~~tg:N-o. 46215
Kane and Mackin, LLP
3300 Trindle Rd.
Camp Hill, PA 1701I
(717) 214-3700
Attorney for Plaintiff Marilyn 1. Gerber
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CERTIFICATE OF SERVICE
I, Michael J. Kane, do hereby certifY that, on the 31st day ofJanuary, 2001, I placed a true
and correct copy of:
Plaintiff Marilyn J. Gerber's Answer to Defendant's Motion to Dismiss Action and New Matter
in the United States Mail, first class postage prepaid, and addressed to:
Lindsay Dare Baird, Esquire
37 S. Hanover St.
Carlisle, PA 17013
Attorney for Defendant
Jacqueline M. Verner, Esquire
44 South Hanover St.
Carlisle,PA 17013
Attorney for Plaintiff Mildred J. Gerber
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Michael J. Kane
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MILDRED J. GERBER,
MARILYN J. GERBER,
Plaintiff
V.
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY,PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 00-7831 EQUITY
FRED E. GERBER, II, TRUSTEE,:
Defendant
: CIVIL ACTION - EQUITY
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PRAECIPE TO WTIHDRA W COMPLAINT FILED BY
PLAINTIFF MILDRED J. GERBER
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TO THE PROTHONOTARY:
Please withdraw the complaint filed on behalf Plaintiff, Mildred J. Gerber, in the
above-captioned matter.
Respectfully submitted,
Date: :< -I;), -() I
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acq line M. Verney, Esquire
Supreme Ct. ID 23167
44 South Hanover Street
Carlisle, PA 17013
(717) 243-9190
Attorney for Plaintiff, Mildred J. Gerber
cc: Lindsay Dare Baird, Esquire
Michael J. Kane, Esquire
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MILDRED J. GERBER and
MARILYN J. GERBER,
Plaintiffs
THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS COURT DIVISION
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vs.
NO. 0 t;) 7 S 3' . 21/A.1 t:1
FRED E. GERBER II, TRUSTEE
Defendant
CIVIL ACTION- EQUITY
ACKNOWLEDGMENT AND ACCEPTANCE OF SERVICE
I accept service of the complaint in the above captioned action on behalf of the Defendant,
Fred E. Gerber, II, Trustee, and hereby certify that I am authorized to do so.
Date:
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By:
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t'indsay Dare Baird, Esquire
37 S. Hanover St.
Carlisle, PA 17013
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