HomeMy WebLinkAbout09-27-0409/27/2004 11:06 FAI 717 233 1386 Rff0ADS & SINON LLP ~ ~002
Joanne Boek ClnSs~e,
Attorney LD. No. 8202g
Hea~er Zink Kelly
Attoraey I.D. No. 86291
One South M~ket Square, 12th Floor
P.O. Box 1146
Harnsla~rg, PA 17108-1146
(71 T) 233-5731 ,
Atiomey~ fo~ 1~4C Bank,
IN RE: ESTATE OF : hN ZHE COURT OF COMMON PLEAS OF
MILDI~D J. (3ERBER, : CUMBE~ COUNTY, PENNSYLVAIN-~
a~ Incapacitated Person : ORPHANS' CO~T DMSION
No_ 21-01-92
IN RE: : IN TB~ COURT OF COMMON PLEAS OF
MILDRED J. GERBER TRUST : CUMBERLAND COUNTY, PENNSYLVANIA
UNDER AGREEMENT DATED : ORPHANS' COURT DIVISION
DECEMBER 19, 1997 :
: NO. 21-2002-0540
STIPULATION OF PARTIES
IT IS 1-13EREBY STIPULATED AND AGREED by and among counsel for their
respective clients and the parties in the above matters that the following terms and conditions
shall apply to the proceedings before Auditor William A. Duncan, Esquire, regarding the
Objections flied by Marilyn J. Gerber to the following two Accounts filed by FNC Bank, N.A.
(hereinafter referred to as "PNCD:
First and Partial Aceotmt of PNC Bank N.A., successor Trustee of the M~ldred J.
Gerber Trust Under Agreement d~ted December 19, 1997 (hereim~er referred to
a~ the "Tr~st"), stating transactions from October 3, 2001 to October 20, 2003,
flied at Docket No- 21-2002-0540; a~d
First and Fhaal Account of PNC Bank, N.A. as Guardian of the E~lat, of Mildred
J. Gerber, an Incapacitated Person, now deceased (hereinafter referred to as the
"Guardiansh/p Estate"), stating transactions from March 23, 2001 to October 20,
2003, filed at Docket No. 21-2001-092.
09/27/2004 11:06 FA~ 717 233 1386 RHOADS & SINON LLP , ~003
Tho terms and conditions in this Sfipu]atie~ shali ~piy ~ ~e deposition of Fr~ E.
~ to be held on Sep~ber 27, 20~, ce~c~g at 10:00 a.m. ~e~ ~f~d to ~ ~e
'~eposifien'), ~d ~e he~ on abe Obj~fions to be held en S~t~b~ 28-29, 2004,
comm~cing at 9:00 a_m ~ ~f~ to ~ ~e "He~g'~, at ~ Fi~ Flo~ H~g
Room of~e n~a' ~&ml~d ComP/Cem~o,~e. [t is h~by stip~ated md ~ m fo~ows:
1. ~e scope of~¢ D~csifi~ md He~mg sh~l be li~I~ ~ the a~s~fion of
~ ~t ~d G~p Estate by PNC ~ T~s~e¢ md G~ ~ disclosed ~ ~ T~
Accost ~d ~u~b~p Ac~t ~e scope ofth~ r~l~v~t frae pe~o~ ~ ]~m~t~d to
p~od ~m Octob~ 3, 2001 to O~ob~ 20, 2003 ~ ~e c~e of the T~t, ~ ~e ~e p~od
~m M~h 23~ 2001 to Oc~o5~ 20~ 2003~ ~ ~ c~e of~c Gu~dl~p
2. ~e p~es a~e ~at ~e subj~t mmt~ of ~¢ H¢~g sh~ bo limit~ to ~os¢
maUem wNch ~e rel~t to ~¢ Objccfio~ ~sed by M~I~ J. G~b~ ~d PNC's defoe of
~os¢ Obj~o~, wNch ~clude ~ to bo~ ~e Gu~p Estate md T~ ~ ~¢g~
mism~t of ~s~, N~lu~g ~ ~pe~ ~d ~gibl¢ ~d N~ble p~on~ ~op~,
~l=ged ~pmp~ ~vcs~ ~eg~ ~proper ~voNment of Frcd~ck E. ~b~ ~ ~egod
~p~p~ ~p~di~s, ~¢~ ~eessiv¢ fiduci~ f¢~, md ~laged ¢xcessN~ a=om~' fees.
3. ~¢ p~ a~¢ ~at p~or to ~e He,rig ~ey sh~l mvi~ ~1 ~scov~ mqu~
~d ~sp~ses ~ pm~de ~1 oumt~g mpomcs to ~e rcqu~ p~ ~ r~ by
P~ylv~a R~cs of Ci~l ~c¢dm ~d ~e P~n~ylv~a R~es of Evid~ce.
4_ F~ick E. ~ ~ ~ ~e~ ~d testi~ at ~ Deposition ~d ~ Mso be
preset ~d av~]¢ for ~ony on ~e s~ond day of~¢ He~g ~ S~tmb~ 29,
5. M~I~ L ~ ~11 ~pe~ tesfi& m the Hom~g on ho o~ b~ ~d
p~es do not objem to h~ pmvi~g h~ t~ony m a nmative fo~at.
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99,'27/2004 11:06 FAX 717 233 ~386 RII0ADS & SINON LLP ~004
6. Da,,q.d A. Brown, Vice Pr~lden'~ and Trtmt D~ector of PNC, ~il ~ppe~ ~d
te~fi~ at th~ H~ on S~t~b~ 28, 20~ ~d S~t~b~ 29, 200~, ~14:00 p~.
7. ~e pa~ ~ ~ ~ d~o~fion of W.~ ~ ~ AG& ~d ~e
Exhh~ ~o, ~ ~ mt~ ~ ~e ~ ~ ~d~e to be r~ by A~t~ Willi~ ~
8. ~ ~om~ ~m ~oa~ & S~on ~ '~g appea md be av~able fer I~9n7
a ~e H~.
9. ~e p~ a~ ~t ~e ~ ~d co~ su~itted by Au~tor Wi~ ~ ~
mla~g to A~to~p No. 21-2001-92 ~d Au~tm~p No. 21-2002-540 sh~l be p~d ~m ~e
T~ ~clu~ng ~e ~o invoi~ ~t~ J~y 16, 20~ aRach~ h~o m E~bk "A" md
~clu~ ~1 ~ ~voices ~d~ by Au~tor D~can until ~e conclusi~ of Au~tm~p
No. 21-2001-92 m~ Au~tomhp No. 21-2002-540.
a smoNrr
~e Book ~e ~ta C. Rup~, Es~a ' /
~a~ Zink Kelly 335 No~ 21't S~, S~te 205
~e Sou~ ~et Squ~ Crop Hill, PA 17011
P. O- Box 1146 ~ttorn~s for Frederick E. ~rb~ ~'
~sbt~g, PA 17108-1146
(:~7) 2~-~73~
A~omsys for PNC B~ NM.
~ C~lisle~l~ L~o~e, PA 17~3
~ ~tto~for Mildre~rber per Order ~ted
/ ?roS,
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