HomeMy WebLinkAbout08-08-05
STATEMENT OF ADDITIONAL
RECEIPTS AND DISBURSEMENTS
OF PNC BANK, NATIONAL
ASSOCIATION, GUARDIAN FOR
THE ESTATE OF MILDRED J. GERBER, :
AN INCAPACITATED PERSON
PER DEGREE DATED 03/22/01
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
21-2001-0092
PETITION FOR CONTINUANCE OF AUDITOR
---1
AND NOW, comes the Petitioner, William A. Duncan, Esquire, Auditor in the above-
captioned matter, and files this Petition for Continuance of Appointment of Auditor, making the
following statement:
1.
On or about June 21, 2004, the Petitioner, William A. Duncan, Esquire, was appointed
Auditor in the above-captioned action pursuant to Orphan's Court Rule 8.1 et seq. and the
Auditor accepted the appointment. A copy of the Appointment of Auditor and Order of Court is
attached hereto as Exhibit "A".
2.
According to the Order of Court, the Auditor is to file a report after consideration of all
issues raised by Objectors.
3.
Due to the additional legal issues presented by the parties relating to the audit and due to
scheduling concerns, the Auditor is unable to file a report at this time.
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4.
Orphan's Court Rule 8.2 allows this Honorable Court to extend the time to file said report
upon application of the Auditor.
5.
The Auditor shall present his current billing as to this matter to the Trust and thereafter
shall do so regularly.
6.
Attached hereto is correspondence marked as Exhibit "B" and provided to the parties
related to the Audit.
7.
In accordance with the stipulations specified here and above, the Auditor respectfully
requests that all pending Motions and Petitions are dismissed without prejudice by the Court.
WHEREFORE, Petitioner, William A. Duncan, Esquire, respectfully requests that the
time for filing a report in this matter be extended until January 31, 2006.
Respectfully submitted,
DUNCAN & HARTMAN, P.C.
By:
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Date:
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William .
One Irvine Row
Carlisle, P A 17013
(717) 249-7780
2\Extension Petition 21-2001-0092
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
STATEMENT OF ADDITIONAL
RECEIPTS AND DISBURSEMENTS:
OF PNC BANK, NATIONAL
ASSOCIATION, GUARDIAN FOR
THE ESTATE OF MILDRED J.
GERBER, AN INCAPACITATED
PERSON PER DECREE DATED
03/22/01
21-2001-0092
IN RE: APPOINTMENT OF AUDITOR
ORDER OF COURT
AND NOW, this 21st day of June, 2005, upon
consideration of the "Objections of Second and Final Account by
PNC Bank, NA of Mildred J. Gerber Estate", filed by Marilyn
Gerber, pro se, William A. Duncan, Esquire, is appointed auditor
with respect to this matter with the responsibilities and duties
normally associated with an auditor ln such matters.
By the Court,
(~~anne E. Book, Esquire
One South Market Street
P.O. Box 1146
\ Harrisburg, PA 17018
\
f' .W~lliam.A. Duncan, Esquire
\'0 fiDe Irvlne Row
",' Carlisle, PA 17013
/" I Auditor
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Marilyn Gerber, Pro Se
717 Market Street, #317
Lemoyne, PA 17043
Lindsay Dcre Baird, Esquire
37 South Hanover Street
Carlisle, PA 17013
Richard Rupp, Esquire
355 N. 21st Street
Camp Hill, PA 17011
Jacqueline Verney, Esquire
44 South Hanover Street
Carlisle, PA 17013
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Exhibit " A"
....,
Duncan & Hartman, P.C.
Attorneys at Law
One Irvine Row
Carlisle, Pennsylvania 17013
William A. Duncan
Susan J. Hartman
(717) 249-7780
FAX (717) 249-7800
dhdlaw@planetcable.net
August 2, 2005
Marilyn J. Gerber
717 Market Street, # 317
Lemoyne, PA 17043
Joanne E. Book, Esquire
Rhoads & Sinon, LLP
One South Market Square, 12th Floor
Harrisburg, PA 17108
RE: Auditorship No. 21-2002-0540
Auditorship No. 21-2001-0092
Dear Attorney Book and Ms. Gerber:
It appears that the Objector, Marilyn Gerber, is quite busy with matters pertaining to her
Hearings in September contesting the filing of Colonel Frederick Gerber. The matter at hand in
the Auditorship for the latest PNC filings is very similar to the first set of PNC filings, which
were approved earlier this year.
Marilyn Gerber has an Appeal pending with Superior Court, but until Superior Court
would find in her favor and Order some further action, we are proceeding with the Second and
Final filings by PNC.
Weare not compelled to have a Status Conference, nor is one deemed to be necessary as
the most recent PNC filings do not involve the volume of transactions as did the first set of
filings. Therefore, in lieu of a Status Conference, I am setting the following schedule.
1. The Hearing will be held in early October somewhere between the 3rd and 13th.
We hope you can coordinate a date and provide it to me this week. If not, I will
schedule a date myself.
2. The Hearing will be limited to one (1) day with Marilyn Gerber providing her case
first.
Exhibit "8"
Marilyn J. Gerber
Joanne E. Book, Esquire
August 2, 2005
Page 2
3.
A list of witnesses and Pre-Trial Brief will be due to my office ten (10) days prior
totheH~~n .~
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Joanne will coordinate the stenographic services.
4.
5.
Within thirty (30) days of receipt of the stenographic record, parties will provide
the proposed finding as to Law and Fact in the same format as the prior cases.
6.
My appointment is due to expire September 21,2005. I will Petition the Court for
an extension through January 31, 2006, although I believe I can file a report prior
to that date.
Thank you for your anticipated cooperation in accordance with this letter.
Yours truly,
DUNCAN & HARTMAN, P.C.
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William A. Duncan, Esquire
Auditor
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cc: Richard Rupp, Esquire
Jacqueline Verney, Esquire
Lindsay Dare Baird, Esquire
C:\AUDlTS\GERBER\PNC 2\8-2-2005 Memo
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.]RECEIVED AUG 05 Z005
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
STATEMENT OF ADDITIONAL
RECEIPTS AND DISBURSEMENTS
OF PNC BANK, NATIONAL
ASSOCIATION, GUARDIAN FOR
THE ESTATE OF MILDRED J. GERBER, :
AN INCAPACITATED PERSON
PER DEGREE DATED 03/22/01
AND NOW, this
day of
21-2001-0092
ORDER
, 2005, upon
consideration of the attached Petition for Continuance of Auditor, it is hereby ORDERED that
the time for William A. Duncan, Esquire, Auditor in the above-captioned action, to file a repert
for said action is continued until January 31, 2006.
BY THE COURT,
JUDGE J. WESLEY OLER, JR.
,
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