Loading...
HomeMy WebLinkAbout02-15-01 (2) COURT OF COMMON PLE^S 2_' I ~' © i CUMBERLAND COUNt, PENNSYLVAN~^ ORPH^NS' COURT D~V~S~ON IN RE: : No. 21-01-92 APPOINTMENT OF A GUARDIAN : OF THE ESTATE OF MILDRED J. GERBER, : an alleged incapacitated person : PROPOSED OUTLINE OF PROOF 1. Witness - Jennifer Conway - PNC Bank Officer a. Identification of Mildred's bank accounts b. Marilyn's actions and demeanor with Mildred c. Pressure on Mildred by Marilyn to withdraw monies d. Attempt by Marilyn to revoke Fred as Mildred's Agent 2. Witness - Frederick E. Gerber, II, son of Mildred a. MBNA credit card 1. Mildred's balances prior to Marilyn ..... ,~ .... . ..... ; :~:~'~2. Charges and balances after Marilyn moved in with MiJ~ b. PNC bank accounts 1. Money Market - withdrawals by Marilyn for Marilyn's benefit 2. ' Checking Accounts - withdrawals by Marilyn for Marilyn's Benefit c. Charles Schwab 1. Attempt by Marilyn to revoke Fred as Trustee of Mildred's Living Trust ~'~ ~ d. Personal p 1. Removal of some of Mildred's personal property from Mildred's home by Marilyn e. Qualifications of Fred to be Guardian of Estate 1. Colonel in the United States Army 2. Director of Health Care Services 3. Testified before Congressional Committees 4. Father's Trustee and Executor; mother's Trustee and named Executor and Agent f. Opinion as to susceptibility of designing person and need for Guardian of Estate 3. Witness - Jacqueline E. Vernev0 Esa_uire, Attorney for Mildred a. Power of Attorney 1. Fred as Agent and desire for Fred to be Guardian of Estate b. Revocation by Mildred of 'Marilyn's Revocation of Trustee and Power of Attorney" c. Lawsuit by Marilyn against Fred with Mildred as a party 1. Revocation by Mildred -- ~ d. Opinion as to susceptibility of designing p_e~rson and need for Guardian of Estate