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Home My WebLink About12-10-03IN RE: MILDRED J. GERBER : IN THE COURT OF COMMON PLEAS OF TRUST UNDER AGREEMENT :CUMBERLAND COUNTY, PENNSYLVANIA dated December 19, 1997 :ORPHAN'S COURT DIVISION : NO: 21-2001-92 DECREE The background of this Decree is as follows: 1. A First and Final Account of PNC Bank National Association, for the Estate of Mildred J. Gerber, an Incapacitated Person ( the "Account") was filed with this Court on or about October 24, 2003; and 2. Objections to the Account were filed by Marilyn Jo Gerber, on or about November 24, 2003; and NOW, THEREFORE, by the Order of Court attached hereto as Exhibit "A", the said William A. Duncan, Esquire was appointed the auditor and master (collectively "Auditor") in the above-captioned proceeding. The Auditor is specifically directed pursuant to 20 Pa. C.S.A. 751(1), to investigate all issues of fact raised in and related to: Objections of Marilyn Jo Gerber, and to report finding of fact, conclusions of law and recommendations to the Court with respect to Objections. The Auditor is further directed, pursuant to 20 Pa. C.S.A. 751 (2), to examine and audit the First and Final Account for the Estate of Mildred J. Gerber and to make recommendations to the Court with respect thereto. The Auditor is empowered to take such actions and shall follow such procedures as provided for: (1) in the Probate, Estate and Fiduciaries Code, (2) in the Orphans Court Rules adopted by the Supreme Court of Pennsylvania, and (3) in the Local Rules of this Court. However, the Auditor shall file his report within two hundred seventy (270) days after appointment (rather than within the ninety (90) days provided for in local rules) unless, upon application, the time is extended by the Court. The Auditor shall be entitled to reasonable compensation for his time and expenses. Compensation for the Auditor shall be set at the rate of $150.00 per hour. Invoices shall be rendered monthly and paid, initially, by the Estate of Mildred J. Gerber. Responsibility for payment of the Auditor's compensation shall be subject to possible subsequent modification by the Court. The Auditor is direct to consult with counsel as soon as practicable and thereat~er establish a case management schedule setting forth discovery deadlines, hearing dates, and other case management directives as he deems appropriate. The case management schedule may be changed by the Auditor on his own, or, in his discretion, upon application by any party. The Auditor's authority is specifically subject to and limited by any retention of jurisdiction held by the Superior Court of Pennsylvania. BY THE COURT: J/Wesley Ol~SJ~., J. ' /Z~ IN RE: MILDRED J. GERBER : IN THE COURT OF COMMON PLEAS OF TRUST UNDER AGREEMENT :CUMBERLAND COUNTY, PENNSYLVANIA dated December 19, 1997 :ORPHAN'S COURT DMSION : NO: 21-2001-92 INTERESTED PARTIES.. Attorneys/Firms Who Are Represeming or Direct Interest Have ,Represented Interested Parties Marilyn Jo Gerber Marilyn Jo Gerber, Pro Se Frederick E. Gerber Richard E. Rupp, Esquire Rupp & Meikie Joanne Christine, Esquire PNC Bank Rhoades & Sinon ~l'itle o! O~cer. ol tAe ~Ain ~smed Fa, ntoe it ~'~ti~~~~°st °J~ee a~dress MADE, ~TH~, 29th dalt o! 3uly ~. ¼ th~ ~e · Borough o~ New Cumberland, CunberXand Count~, 'Pennsylvania, pa~Aea o~ tl~e secoo~ pa~t, ............... o - G~n~¢e a WIT1VE$$ETH, that i~ ~onsid~rat~m o! Thirty ~ ~~ ~ - - ......... - ...... - - - and con~ ~'~s ~ gm~e~ ~, ~ ~ ~ al~l~ - ~ .... ~ that ce~t~a ~ ~ t~t ~ ~nd ~tuate ~ t~ ~~ ~ N~ ~- l~d, Co~ty ~ C~erland'~ S~te o~ ~n~lv~a,:mon ~c~ly b~d ~d ~ocr~d u foXl~s, to B~~ at a ~lnt ~ t~ easterly line o~ ~lltop ~i~, comer ~ the s~tberll Antersec~on o~ ~lltop DrAve ~d H~As~ thence northw~dX~ ~ong a~d e~terly ll~ ~ ~lltop Drive b~ a the left ~vi~ a ra~s of 1~ teet ~ ~c ~et~ce ~f 25.~ ~eet to a o~ taugeucy; ~e IRll n~th~y ~9 s~d ~ne ~ ~Htop ~ive ~.56 · ~t to a ~Ant; then~ easily at ri~t ~gles, ~ ~ XA~' o~ ~t ~o. 19, nX~ -~, ~ feet' to a ~t; t~nce by ~ u~ or · ~rly of ~r S. ~mr~u S~th 19 ~greeo X7 ~utes ~st to a ~intt t~uce ~otw~y ~g t~ n~rn ~M ~ ~t Ho, watery X23.~ ~eet to t~ ~ace ~ B~~G. Plan ~ng re~r~ In P~ ~ ~, Page 1, ~rl~ ~ty ~V~ ~e~ e~cted a ~ story brAck a~ ~nn ~i~ atta~d ~ ~ g~age ~m as ~ u~~ 623 ~lXt~ DrAve. BK~ ~e o~e p~s ~ ~ ~ot~ction, lnG. by ira ~guot 19, X~3 ~ ncord~ An the ~rX~ ~ty Rec~der'o Office ~e able deocrA~ ~~s ~e c~ey~ ~ ~ ~Ject to a ~tga~ to FArot P~aX SavAugo ~d ~ ~s~AatAon, ~rA~, Lng b~d.. - BILLING SUMMARY - TOTALS HOURS AMOUNT APRIL 11.3 $1,695.00 MAY 3.4 510.00 JUNE 7.5 1,125.00 JULY 7.3 1,095.00 AUGUST 1.4 180.00 SEPTEMBER .6 90.00 OCTOBER 6.3 945.00 TOTAL $5,670.00 CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110-1533 TAX I.D. #23-2015480 (717) 232-7661 'INVOICE #33623 MONTHLY BILLING Nov 13 2002 Marilyn Jo Gerber 42 Drexel Place New Cumberland PA 17070 MATTER 01607 Guardianship Contest FEES HOURS ,.I ..... ll~ .......... L ii Oct 09/2002 Research Review Hearing Issues - 0.80 Entitlement and Appeal Oct 11/2002 Research Appeal of Guardian 0.80 Appointment as Basis for Deferral Oct 17/2002 Draft Motion 0.70 Oct 18/2002 Draft Motion -.Review Client Faxes 0.40 II Complete Draft. of Petition for 1.70 Review Hearing I 1 Oct 24/2002 Revise, Edit Motion for Review 1.10 Hearing Telephone Call from J. O'Halleran 0.80 ~ and with Client RE: Illinois Order TOTAL FEES AT $150 PER HR. Photocopies Telephone charge long distance Fax charges Sep-30-02 Lexis Charges month of September, 2002 FEEES AND COSTS OUTSTANDING BALANCE TOTAL AMOUNT DUE ................................. SAL:slb CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110-1533 TAX I.D. #23-2015480 (717) 232-7661 INVOICE ~33357 MONTHLY BILLING Oct 10 2002 Marilyn Jo Gerber 42 Drexel Place New Cumberland PA 17070 MATTER 01607 Guardianship Contest FEES HOURS Telephone Conference with Client 0.60 RE: Rupp Letter of 9/26; Petition for Review Hearing Page 2 TOTAL FEES AT $150 PER HR. Copies Telephone charges - long distance Fax charges FEES AND COSTS TOTAL AMOUNT DUE .......................................... SAL;slb CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110-1533 TAX I.D. #23-2015480 (717) 232-7661 INVOICE #33166 MONTHLY BILLING Sep 20 2002 Marilyn Jo Gerber 42 Drexel Place New Cumberland PA 17070 MATTER 01607 Guardianship Contest FEES HOURS Review Rupp Letter 8/7/02 RE: 0.20 Visits Aug 08/20'02 Telephone Call from Client RE: ~ 0.30 on Visit Aug 20/2002 Telephone Call from J. O'Halloran - 0.90 RE: Visitation Issues, Proc Enforcement of Order Page 2 FEES HOURS TOTAL FEES $150 PER HR. Photocopies Telephone expense Fax Expense FEES AND COSTS OUTSTANDING BALANCE FROM PREVIOUS INVOICES TOTAL AMOUNT DUE ...................................... SAL:slb CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110-1533 TAX I.D. #23-2015480 (717) 232-7661 INVOICE #32901 MONTHLY BILLING Aug 15 2002 Marilyn Jo Gerber 42 Drexel Place New Cumberland PA 17070 MATTER 01607 GuardianshiP Contest FEES HOURS Jul 08/2002 Review Letter of Client to F.E.G. 0.20 & R. Rupp Complete & Revise Motion 2.00 Jul 09/2002 Proof Petition,. Final Revisions 1.10 Filing 0.40 Telephone Call from Client and 0.20 Call to R. Rupp Telephone Call from Ro Rupp and 0.40 with Client RE: 7/10 Visit Jul 15/2002 Telephone Call from Client RE: 0.40 'Visitation Review J. Baylay er; Letter 0.30 from Rupp and Telephone Call from Client Jul 19/2002 Telephone Call from Client RE: 0.40 Visitation Jul 29/2002 Telephone Call from Client RE: 0.70 ermlna~e Visits Review Motion to Suspend Visits 0.30 Page 2 FEES HOURS Jul 30/2002 Review Judge Bayleys' Order and 0.60 Telephone Call with Client RE: Visitations Letter to RupP RE: August 0.30 Visits TOTAL FEES AT '$150 PER HR. Photocopies Fax charge FEES AND COSTS ..................................... TOTAL AMOUNT DUE ..................................... SAL:slb CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110-1533 TAX I.D. ~23~2015480 (717) 232-7661 INVOICE #32716 MONTHLY BILLING Jul 25 2002 Marilyn Jo Gerber 42 Drexel Place New Cumberland PA 17070 MATTER 01607 Guardianship Contest FEES HOURS Jun 04/2002 L'etter to R. Rupp RE: Visits , 0.20 Jun 07/2002 Telephone Call'from Client RE: 0.50 Visitation Today; Jun 12/2002 Telephone Call R. Rupp 0.40 Telephone Call Client 0.30 Jun 13/2002 Review Letter of R. Rupp and 0.80 Prepare Reply Telephone Call from R. Rupp RE: 0.50 -Visit Telephone Call to Client RE: 6/14 0.30 Visit Jun 17/2002 Letter to R. Rupp 0.20 0.00 Jun 19/2002 Letter to Rupp 0.20 Jun 21/2002 Prepare & Revise Petition for 2.80 Review Hearing Conference with Client RE: Hearing 0.70 issues Jun 2'7/2002 Telephone Call from Marilyn 0.20 Letter to Rupp 0.20 Page 2 FEES HOURS Telephone Call to Rupp 0.20 TOTAL FEES AT $150 PER HR. Photocopies Fax charge FEES AND COSTS TOTAL AMOUNT DUE SAL:slb CALDWELL & KEARNS 3631 North Front Street Harrisburg, PA 17110-1533 TAX I.D. #23-2015480 (717) 232-7661 INVOICE #32576 MONTHLY BILLING Marilyn Jo Gerber Jun 28 2002 42~Drexel Place New Cumberland PA 17070 MATTER 01607 re: Guardianship Contest FEES HOURS May 03/2002 Prepare Letter to R. Rupp & Review 0.50 Correspondence for Rupp May 06/2002 Review R. Rupp Letter 0.10 Telephone Call from Client Re: Reply 0.40 Prepare Reply Letter to R. Rupp 0.30 May 07/2002 Telephone Call from Client Re: Visit 0.10 Review Letter from R. Rupp 0.20 Page 2 FEES HOURS Ma~ 13/2002 Letter to R. Rupp 0.20 ~ Telephone Call from Client RE: 0.50 Visitation, ~ Review Hearing Issues Letter to R. Rupp RE: 5/21 Visit 0.20 May 21/2002 Telephone Call to R. Rupp and 0.20 Review Letter Received by Fax Telephone Call to Client RE: 0.20 Todays Visit May 30/2002 Telephone Call with Client 0.20 Telephone Call with R. Rupp RE: 0.30 Visits TOTAL FEES AT $150 PER HR. Photocopies FEES AND COSTS TOTAL ~OUNT DUE SAL:slb CALDWELL & KEA3~NS 3631 North Front Street Harrisburg, PA 17110-1533 TADX I.D. #23-2015480 (717) 232-7661 .INVOICE #32236 MONTHLY BILLING May 14 2002 Marilyn Jo Gerber 42 Drexel Place New Cumberland PA 17070 MATTER 01607 RE: Guardianship Contest Outstanding balance .......................................... FEES HOURS Apr 03/2002 Telephone Call with R. Rupp 0.70 Telephone Call with. Client RE: 0.70 Visitation & Order Compliance with R. Rupp Review Letter from R. Rupp 0.20 Apr 04/2002 Telephone Call with Client, 1.30 Discuss Response to 4/7 Visit - Possible Contempt/Enforcement Proceeding Prepare Letter'to R. Rupp 0.70 Begin Outline of Petition to 0.40 Enfcrce Order Apr 05/2002 Prepare Letter to R. Rupp RE: 1.60 Visitation Apr 09/2002 Review Client Phone Messages & 0.30 Comments RE: Visitation Apr 10/2002 Telephone Call & Message from 0.30 Client Apr 11/2002 Telephone Call from Client 0.20 Apr 12/2002 Review Correspondence from R. Rupp 0.20 & Prepare Fax to Client Apr 15/2002 Messages from Client; Telephone 0.30 Call to Client Prepare Letter to R. Rupp 0.40 Review Letter of 4/12/02 & Case 0.80 Page 2 FEES HOURS Evaluation for Further Motion Apr 16/2002 Telephone Call from Client 0.20 Review Letter from R. Rupp; '0.20- Telephone Call to Client Draft Reply Letter RE: 4/17 0.20 Telephone Call with H. Rupp 0.30 Conference with Client 0.30 Apr 17/2002 Review Fax from R. Rupp and 0.40 Telephone Call from Client Apr 18/2002 Prepare Letter to R. Rupp & Review 0.40 Letter of 4/17 Apr 22/2002 Telephone Call with Client RE: 0.20 4/24 Visit Apr 24/2002 Telephone Call from Client RE: 0.30 Visit Apr 30/2002 Telephone Ca E: 5/1 0.20 Visit Prepare Letter to R. Rupp & 0.30 Telephone Call to Office Review Reply from R. Rupp 0.20 Page 3 TOTAL FEES AT $150 PER HR. Photocopies Fax FEES AND COSTS TOTAL AMOUNT DUE ................................... SAL:slb 1, 2, and 3. Also complete A. Received /~.u' t is desired. !~t~o~D r name and address on the reverse /fat..w.e can return the card to you. C. Signature /'ach..this card to the back of the mailpiece, on the front if space permits. I-1 Ager [] Addr .Article Addressed to: item 17 [] Yes [] No 47 lb',-e,.zel. Plac'.e Ne'~ Cumhe:r_!ancl, PA 1 J -_s R~iste, w '-' R,,tur. R~,,ipt for M~har _ [] Insurad Mail [] O.O.D. [ 4. Restricted Deliver/? (Extra Fee) [] Ye~ PS Form 3811, July 1999 Domestic Return Receipt 102595-00-M.0 OC? 3 0 MILDRED J. GERBER, : IN THE COURT OF COMMON PLEAS Plaintiff/Petitioner : CUMBERLAND COUNTY, PENNSYLVANIA : v. : NO. 98-4120 EQUITY TERM MARILYN JO GERBER, : CIVIL ACTION EQUITY And now the ]$"[ day of ~ 2000, Petitioner Mildred J. Gerber's .... - ..... petifion:to:x, aeate order is hereby GRANTED and this c6iart~ prior order in this case of'- December 28, 1998 is hereby vacated. BY THE COURT, MILDRED J. GERBER, : IN THE COURT OF COMMON PLEAS Plaintiff/Petitioner · CUMBERLAND COUNTY, PENNSYLVANIA : v. : NO. 98-4120 EQUITY TERM MARILYN JO GERBER, : CIVIL ACTION EQUITY And now this ~ day of ,2000, it is hereby ordered that a hearing by held on the petition of Mildred J. Gerber to vacate this courts prior~orde~ dated . December 28, 1998 at ~ on ,2000 in courtroom g___. BY THE COURT,