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IN RE: MILDR D J. GERBER IN THE COURT OF COMMON PLEAS
TRUST UNDE AGREEMENT CUMBERLAND COUNTY
dated Decemb r 19,1997 COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURTYVISION
NO. 21-2002-0540
IN RE: FRED . GERBER,TRUST IN THE COURT OF COMMON PLEAS
UNDER AGRE MENT, dated CUMBERLAND COUNTY
July 29,1984 COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION j
NO. 21-1998-0195 \/
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ETITION TO REINSTATE PNC BANK, TRUSTEE FOR THE
ILDRED J. GERBER TRUST AS THE OBJECTOR FOR THE
URPOSE OF PROSECUTING OBJECTIONS FOR THE
ILDRED J. GERBER TRUST AND THE FRED E. GERBER TRUST
D DECLARE JACQUELINE VERNEY'S SUBSTITUTION TO
B NULL AND VOID.
AND NO comes Marilyn Gerber, (Petitioner), a full beneficiary of the Mildred J.
Gerber Trust d the Fred E. Gerber Trust now irrevocable by reason of the death
of Fred E. Ger er and Mildred J Gerber and states:
I. On Marc 22,2001, PNC Bank was appointed Guardian of Estate of Mildred J.
Gerber, an in pacitated person.
2. r 3, 2001, PNC Bank removed Frederick E. Gerber, II as Trustee of th
Mildred J. Ger er Trust.
3. In June 2 02, PNC Bank filed a petition for an accounting of the Fred E. Gerber
Trust and the ildred J Gerber Trust. They did this as the Trustee of Mildred J Gerb r
and not solely s the Guardian of Estate of Mildred J. Gerber. PNC Bank has no
authority as G ardian of Estate to file for an accounting of the Fred E. Gerber Trust
and the Mildre J. Gerber Trust. There only authority was as the Trustee of the Mild ed
J. Gerber Trus and since Mildred J. Gerber was a beneficiary of the Fred E. Gerber
Trust, they als had authority to file for an accounting of the Fred E. Gerber Trust.
4. This Court ordered Frederick E. Gerber, II to file an accounting from January 199
to July 2002 a omplete accounting of the Fred E. Gerber Trust and the Mildred J.
Gerber Trust.
5. On Augu 27,2002, PNC Bank as the Trustee of the Mildred J. Gerber Trust file
objections for t e accounting of the Mildred J. Gerber Trust and the Fred E. Gerber
nk especially objected that there was no accounting for 2002.
6. 27,2002, Marilyn Gerber, a full beneficiary of the Mildred J. Gerber
Trust and the red E. Gerber Trust filed objections for the accounting of the two
Trusts. The P titioner also objected that there was no accounting for 2002.
7. Frederick . Gerber,1I through his attorney, Mr. Richard Rupp, Esquire filed a Fir t
and Partial Ac ount of the Fred E. Gerber, Sr. Trust on July 8,2002. This accountin
did not include any accounting for the year 2002. Frederick E. Gerber,1I is the Trust e
of this Trust.
8. On Nove ber 19,2002, Frederick E. Gerber, II again filed an Amended and
Restated First nd Partial Account of the Fred E. Gerber Trust from the period of
February 28,1 98 to December 31 ,2001. Frederick E. Gerber,1I did not comply with
this Court's or er and file accounting for the year January 2002 to July 2002 for this
Fred E. Gerbe Trust.
9. On or ab t December 30,2002, Frederick E. Gerber filed a Second and Partial
Account of the Fred E. Gerber Trust and included the year 2002 from January to
August 20,20 only. There was no explanation as to why they did not account for
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January 2002 December 2002.
10. On July 2002, Frederick E. Gerber II filed a First and Partial Account of the
Mildred J. Ger er Trust as ordered by this Court. Frederick E. Gerber was not the
Trustee in 200 of the Mildred J. Gerber Trust.
11. ber 19,2002, Frederick E. Gerber,1I filed an Amended and Restated
Account of the ildred J. Gerber Trust for the period of January 1,1998 to December
31 ,2001. Fred rick E. Gerber,1I was not the Trustee of this Trust in 2002.
12. On or ab ut November 24,2002, this Court ordered an Audit of the Mildred J.
Gerber Trust a d the Fred E. Gerber Trust. Mr. William Duncan was appointed as
the Auditor.
13. Mildred Gerber died on January 14,2003.
14. The deat of Mildred J. Gerber terminated the Guardianship of her Estate but
the death of M dred J. Gerber DID NOT TERMINATE PNC Bank as the Trustee of th
Mildred J. Ger er Trust.
15. On Febr ary 6,2003, Frederick E. Gerber, II was appointed Executor and Lette
Testamentary n the Estate of Mildred J. Gerber by the Register of Wills of Cumberl
County,PA, to o. 2001-0092.
8,2003, Mr. Rupp, Esquire, attorney for Frederick E. Gerber,1I wrote
PNC Bank an asked them to be agree to substitute Ms Jacqueline Verney for
Guardian of th Estate for Specific Purpose of Prosecuting Objections. Mr. Rupp m de
the argument PNC Bank that due to the death of Mildred J. Gerber, that they were
no longer the uardian of Estate. Mr. Rupp also stated that he asked PNC Bank to
continue to se e as Guardian of Estate of Mildred J. Gerber for the sole and limited
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purpose of pro ecuting the Objections to the Account of Frederick E. Gerber Trust an
the Mildred J. erber Trust. Mr. Rupp states that PNC Bank refused and therefore
they agreed to ign the consent to allow Ms. Jacqueline Verney to be substituted.
There is no pr f that PNC Bank refused to continue on a Guardian of Estate and no
letter has bee offered to verify his statement.
Mr. Rupp also urther stated in his Petition to Substitute Ms. Verney as the Guardian f
Estate for Spe ific Purpose of Prosecuting Objections that Ms. Verney was the
personal attor ey of Mildred J. Gerber during her lifetime. Mr. Rupp in his Petition t
Substitute Ms. erney asked this Court to issue a Rule to Show Cause why Ms.
Verney should not be substituted as the successor to PNC Bank, Guardian of the
Estate of Mildr d J. Gerber. Mr. Rupp's petition essentially asked that all other
beneficiaries b informed of his intent to substitute Ms. Verney. Mr. Rupp never
informed Maril n Gerber of his desire to substitute Ms. Verney and this Court never
issued a Rule 0 Show Cause for Ms. Verney's substitution but rather issued an ord r
substituting M , Verney. In fact, Mr. Rupp never served Marilyn Gerber when he file
his Petition on r about June 24,2003. This Court granted Mr. Rupp's Petition for
Substitution 3 ays later before the time allowed for a respondent to file any
objections per he Pennsylvania Rules of Civil Procedure. Marilyn Gerber replied 0
this Court's 0 er and filed a Petition for this Court's Reconsideration of their
s. Verney.
UMENT AGAINST JACQUELINE VERNEY'S SUBSTITUTION
ARGUMENT FOR REINSTATEMENT OF PNC AS OBJECTOR
17. PNC Ban filed their two petitions in June of 2002 for an accounting of the
Mildred J. Ger er Trust and the Fred E. Gerber Trust as the Trustee of the Mildred J.
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Gerber Trust. NC Bank after repeated requests of Frederick E. Gerber,1I was forced
to remove Fre rick E. Gerber,1I as Trustee of the Mildred J. Gerber Trust on October
PNC's Bank instructions that Frederick E. Gerber,1I cease writing
checks from th Mildred J. Gerber Trust, Frederick E. Gerber,1I continued to write
checks from th Mildred J. Gerber Trust for over $3,000 from October 2001 to
December 200 . Frederick E. Gerber,1I also wrote checks in violation of the
instructions of the Mildred J. Gerber Trust of which PNC Bank filed objections.
18. Frederic E. Gerber,1I failed to file an accounting of the Fred E. Gerber Trust
for the year 20 2 on July 8,2002 and again on November 19,2002. Frederick E.
Gerber only fi lIy filed an accounting on December 30, 2002 and only for the
period of time anuary 2002 until August 20, 2002. This petitioner asks why there
was no accou ting for the time period of January 2002 until December 30,2002?
19. Mr. Rup in his petition to substitute Ms. Verney on June 24,2002 to this Court
deliberately mi led this Court by stating that Frederick E. Gerber,1I filed his accounti g
of the Mildred . Gerber Trust on July 8,2002 and November 19,2002 as the Trustee
of the Mildred . Gerber Trust. Frederick E. Gerber,1I was in fact removed by PNC B
on October 3, 001 and instructed to stop writing checks from the Mildred J. Gerber
Trust. Frederi k E. Gerber, II was at no time the Trustee of the Mildred J. Gerber Trus
from October ,2001 to the present.
20. Mr. Rup also in his petition to substitute Ms Verney on June 24,2004 to this
Court delibera ely misled this Court by stating that PNC Bank had refused to continu
to act as Guar ian of Estate of Mildred J. Gerber for the purpose of prosecuting the
Objections. T e fact is that PNC Bank had to REMAINED as the Guardian of
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Estate of the Idred J. Gerber Estate as on June 1,2003, Frederick E. Gerber, II
was sent to Ira for a tour of duty as he was an officer in the US Army at that time.
PNC Bank sen numerous letters starting in February 2003, informing Frederick E.
Gerber,1I that i was his responsibility to pay the bills concerning the Mildred J. Gerbe
Estate. Freder ck E. Gerber,11 did not respond to letters or e-mails from Mr. David
Brown, the Ad inistrator of the Mildred J. Gerber Estate and Trustee for the Mildred
Gerber Trust. r. Rupp did not respond either and eventually PNC Bank sent Mr.
Rupp and Fre rick E. Gerber,1I a communication that they would continue as
Guardian of E ate of Mildred J. Gerber due to his tour of duty in Iraq. Mr. Rupp misl d
this Court on ne 18,2003 in NOT reporting that Frederick E. Gerber, II was in fact i
Iraq and was n t able to act as Executor of the Mildred J. Gerber Estate. On June
24,2003, whe Mr. Rupp filed his petition to substitute Ms. Verney, PNC Bank was n
informed that ederick E. Gerber,1I was in Iraq. PNC acted on the substitution
believing that rederick E. Gerber,11 was indeed going to act as Executor. The reali
that PNC Ban had to continue as Guardian of Estate and continue in this role as of
this date.
Frederick E. G rber,1I made NO PROVISIONS to substitute his duties as Executor
or appoint a s cessor Trustee for the Fred E. Gerber,Sr. Trust upon his departure
for Iraq for six onths. Frederick E. Gerber,1I knew he would be in Iraq for six month
upon his depa ure for Iraq in June 2003 and eventually provided a copy of his orde
in late Septem er 2003.
21. PNC Ba k also did not file an accounting of the Mildred J. Gerber Estate until
October 23,20 3 as they remained the Guardian of Estate of Mildred J. Gerber and
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to this day the have not been discharged of their duties. PNC Bank has continued t I
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act as the Gua dian of Estate for Mildred J. Gerber even after her death on January
14,2003. PN Bank has charged her Estate monthly fees for managing her Estate
and for investi g her assets of her Estate. Frederick E. Gerber,1I has at no time
acted a Execu r since Mildred J. Gerber's death.
22. Marilyn erber filed objections to the accounting of the Estate of Mildred J.
Gerber Estate n November 2003 and an Audit was ordered in December and Mr.
William Dunca was appointed as Auditor. A hearing was held on the objections of
PNC's accoun ing on September 28,29,2004 and a decision by the auditor shalll not
be forthcomin until January 31,2005.
23. Iso have to file an accounting of their position as Guardian of the
Estate of Mildr d J. Gerber from October 23,2003 to the present time.
24. k to this day, controls all of the assets of the Mildred J. Gerber Estate
as well as the angible personal property of the Mildred J. Gerber Estate. They have
not been rem ed from their duty since their appointment on March 22,2001 by this
Court.
25. Frederic E. Gerber,1I also evoked the Soldiers' Relief Act on or about Septem er
2003 and did ot agree to release this Relief Protection until August 3,2003. Freder ck
E. Gerber, II h s officially been retired from the US Army as of October 1,2004.
However, Fre erick E. Gerber,1I faces further action from this petitioner for
his failure to i orm this Court in December 2003 that he had indeed returned to
the United St es from Iraq and that his orders had expired and he was indeed
available and eleased from Protection from the Soldiers' Relief Act.
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26. Mr. Rupp i his petition to substitute Ms Verney on June 24,2004 also stated tha
"Frederick E. rber,11 could substitute himself under Pa.R.C.P. 2352 (b) to substitut
himself - Trust e- in place of the Guardian of the Person, he would be in an adverse
position to him elf as Trustee". Mr. Rupp again misled this Court as Frederick E.
Gerber,1I has ver been the Trustee of the Mildred J. Gerber Trust since October 3,
2001 and his ing Guardian of Person has no relationship to his being the Executo
of Estate of Mi red J. Gerber or Trustee of the Fred E. Gerber Trust. Please refer
to Mr. Rupp's etition paragraph 13, page 3 of his petition to substitute Ms. Verney.
27. Mr. Rup also misled this Court in stating that Ms Verney was the personal
attorney of Mil red J. Gerber during her lifetime. Mildred J. Gerber had never met
Ms. Verney un il Frederick E. Gerber,1I found Ms. Verney in January 2001 and had h r
hired to be Mil red J. Gerber's attorney during the Guardian of Estate hearings whe
Mildred J. Ger er was suffering from Alzheimer and was declared incapacitated by t is
Court. Freder k E. Gerber in fact put undue influence upon Mildred J. Gerber for he
to fire her att ney, Mr. Joseph Metz who had in fact filed a joint petition with Marily
Gerber asking or a full accounting of the Fred E. Gerber Trust. Frederick E. Gerber
forced Mildred J. Gerber to revoke her petition to request this accounting. The probl m
with these acti ns is that Mildred J. Gerber was suffering from Alzheimer in January
2001 and coul not make her own decisions. Ms. Verney was hired for the express
purpose of ta ng direction from Frederick E. Gerber,l!. Ms. Verney in fact was paid
by Frederick . Gerber,1I to draw up loan papers that gave him $30,000 for his own
personal legal "war chest" and Ms. Verney drew up a third version of Mildred J.
Gerber's Trus in January 2001 essentially removing Marilyn Gerber of any
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inheritance. Idred J. Gerber was suffering from Alzheimer at the time and Marilyn
Gerber has air ady informed the Auditor that she would contest this third Trust versi
Mr. Rupp in mi July 2004 presented a global settlement agreement from Frederick
Gerber,11 that t rminates this third amended Trust agreement and offers Marilyn Ger
her original on third share. Settlement discussions are still pending.
28. From the irst moment that Ms. Verney was hired by Frederick E. Gerber, II
in January 20 , Ms. Verney wrote Ms. Gerber threatening letters making statement
that were not f cts, never proven to be factual and continued to prevent Ms. Gerber
from seeing h mother. Ms Verney prevented Ms. Gerber from retrieving her
substantial am unt of personal property from her family home at Mildred Gerber's
home and thre tened Marilyn Gerber with arrest if she was to come to her family
home. Ms. V rney would never listen to Marilyn Gerber as to the problems she kne
existed conce ning the accounting of the Mildred J. Gerber Trust and the moneys th t
were taken by Frederick E. Gerber,1I from the Mildred J. Gerber Trust. Ms. Verney 0 Iy
threatened M . Gerber that she was not to contact her or she would take legal actio s
against her.
29. In Septe ber 2001, Ms. Verney for only the second time appeared in Court to
represent Mild ed J. Gerber as Frederick E. Gerber, II filed a Petition for Guardian of
Person of Mild ed J. Gerber. Ms. Verney again would not listen to Marilyn Gerber
and refused to hear her facts of Frederick E. Gerber's taking of moneys from Mildred
J. Gerber's es te and Trust.
30. On Octo er 3,2001, PNC Bank removed Frederick E. Gerber as Trustee from
the Mildred J. erber Trust. It was not until July 8,2002 that Frederick E. Gerber eve
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filed any acco ting of the Mildred J. Gerber after four and one half years of not
reporting any counting to anyone of the assets of the Mildred J. Gerber Trust or
the Fred E. Ge ber Trust. Once the accountings were filed by Frederick E. Gerber,
PNC Bank an Marilyn Gerber filed similar objections and asked this Court to
surcharge Fre erick E. Gerber for the large sums of money that he took illegally fro
the Mildred J. erber Trust.
31. Interesti Iy enough, Ms. Verney whom Mr. Rupp claims was the personal
red J. Gerber during her lifetime and who was still alive in July 2002
did not file an motions with this Court objecting to Frederick E. Gerber's original
emergency pe 'tion for Guardian of Estate and who again petitioned for Guardian of
Person as bei g fraudulent petitions. How could she! Ms. Verney never fulfilled her
responsibilitie as Mildred J. Gerber's attorney to protect her from conspiring
individuals. It highly doubtful that if this Court has known of the serious objections
of Frederick E Gerber's accounting that he would ever have been appointed as
Guardian of P rson. In fact, when Mildred J. Gerber was taken out of state 36 hours
after Frederic E. Gerber was appointed Guardian of Person, Ms. Verney did not
file a motion 0 objection and reconsideration. PNC Bank recently stated in the
hearings on S ptember 28,2004, that they were "stunned" at Mildred Gerber being
taken out of st te and that they were never informed of her disappearance from the
state and ess ntially the abandonment of her home in New Cumberland, PA. PNC
Bank had to c ange locks on her door and go to extreme measures to retrieve her
personal prop rty taken out of state as well as her personal property in her home.
Ms. Verney n er made any investigations about the welfare of Mildred J. Gerber.
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Ms. Verney ne er filed any concerns she had concerning Mildred J. Gerber's Estate
or Trust prior t PNC Bank being appointed as Guardian of Estate because Ms.
Verney always was hired by Frederick E. Gerber to follow his instructions. In fact,
Ms. Verney w paid by the Mildred J. Gerber Trust without the consent of PNC Ban
who was Guar ian of Estate and Ms Verney continued to be paid from the Fred E.
Gerber Trust a ter PNC Bank appointment as the Guardian of Estate on March 22,
2001. The Fre E. Gerber Trust after March 22, 2001 was no longer for the purpose
of Mildred J. G rber as PNC Bank was the Guardian of Estate yet Frederick E. Gerb r
continued to u e moneys to pay Ms. Verney. It is the belief of this Petitioner that Ms.
Verney conspi ed with Frederick E. Gerber,1I and his attorney, Mr. Richard Rupp fro
January 2001 n misleading this Court of their true intentions knowing that there wer
significant acc unting issues and they formulated a plan for which Frederick E. Ger
II would beco e Guardian of Person of Mildred J. Gerber.
32. ph 19. of Mr. Rupp's petition to substitute Ms. Verney on June 24,
2003, Mr. Ru p states that Frederick E. Gerber, II is the Trustee for both Accounts.
Mr. Rupp agai misled this Court as Frederick E. Gerber,1I was not the Trustee of th
Mildred J. Ger er Trust in 2002 or 2003. Frederick E. Gerber,lI had been removed
by PNC Bank n October 2001.
33. On June 27,2003, this Court agreed to the substitution of Ms. Verney. Howeve,
PNC Bank did not consent to abdicate their position as Guardian of Estate as they a e
still Guardian f Estate until this Court releases them, and PNC Bank never consent d
to be substitut d as Trustee of the Mildred J. Gerber Trust on June 8,2003. Mr. Rup
did not inform PNC Bank that the substitution actually really concerned their legal
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position as Tr tee of the Mildred J. Gerber Trust. Mr. Rupp only had PNC Bank agr e
that upon the eath of Mildred J. Gerber that they were no longer Guardian of Estate
Bank was not informed on June 18,2003 that Frederick E. Gerber, II
was in Iraq an they were forced to continue as Guardian of Estate when they were
finally informe much later that Frederick E. Gerber,1I was in Iraq and he evoked the
Soldier's Relie Act.
34. This Peti ioner asks the Court to wonder why Jacqueline Verney was only
substituted to rosecute the Objections. Why wasn't Ms. Verney asked to be the
Guardian of E ate or Executor for Mildred J. Gerber? This petitioner believes that
Frederick E. G rber,1I did not want to lose control of the estate of Mildred J. Gerber
and he did not ant to forfeit his fees as Executor or Guardian of the Estate.
35. Marilyn G rber filed a Motion for Reconsideration of the Substitution of Ms.
Verney stating that Ms. Verney was not impartial but indeed held great acrimony
toward Marilyn Gerber who is a full beneficiary of the Mildred J. Gerber Trust and th
Fred E. Gerbe Trust. This motion has not been heard by this Court as of yet. Marily
Gerber pointe out in her Motion for Reconsideration that Ms. Verney was not an
impartial party nd on the contrary would pose a great threat to Marilyn Gerber and
ultimately thre ten her as a beneficiary of the Mildred J. Gerber Trust and the Fred E
Gerber Trust.
36. During status conference hearing held by Mr. William Duncan, the Auditor,o
September 20 004, Ms Verney continued to make accusations and threats of what
she believes arilyn Gerber has done against Mildred J. Gerber. There are no fact
concerning th and only displays Ms. Verney's bias and acrimony toward Marilyn
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upcoming hea ings. Ms. Verney has requested no discovery of Frederick E. Gerber, II.
Ms.Verney di not attend his deposition held on October 14,2004. Ms. Verney has
not requested ny documents, receipts, accountings, correspondence from Frederic
E.Gerber,ll.or bjected to there being no receipts or documents for the year 2002. s.
Verney is onl in possession of the line accounting as provided by Frederick E.
Gerber,llon J Iy 8,2002, November 19,2002, and December 30,2002 and the
objections as led by PNC Bank and Marilyn Gerber and the monthly statements fr
Charles Schw b who only held the moneys for the two Trusts. This Petitioner asks t
Court to ask ow this supposedly impartial objector could possibly conduct a
prosecution of the objections of PNC Bank which they filed in great detail for two Tru ts
that amounte to approximately $1 million dollars without conducting a deposition
Frederick E. rber,1I and requesting documents from Frederick E. Gerber,lI? Ms.
Verney will n t call any witnesses nor will she call any experts to prosecute PNC
Bank's objecti ns. On the other hand, Mr. Rupp intends to bring 4 experts witnesse
and Marilyn G rber intends to bring 2 expert witnesses. Ms. Verney who is suppos d
to argue the 0 jections of PNC Bank is actually a co-objector as Marilyn Gerber has
filed similar 0 ections yet Ms. Verney continues her hostility toward Marilyn Gerber
to this day an refuses to work with her or attempt an agreement from Frederick E.
Gerber,11. Ms Verney instead meets with Mr. Rupp and aligns herself with Frederic
E. Gerber.11. his is exactly what Frederick E. Gerber wanted to accomplish in havin
Ms. Verney a pointed and substituted by this Court in June 2003.
37. It is the elief of Marilyn Gerber that Ms. Verney has no intention of arguing th
objections as iled by PNC Bank but will agree with the line accounting as she
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actually was hi ed by Frederick E. Gerber,1I and was never the personal lifetime
attorney for Mi red J. Gerber.
38. PNC Ba filed for an accounting of the Mildred J. Gerber Trust and the Fred E.
Gerber Trust a they had removed Frederick E. Gerber, II as Trustee of the Mildred J.
Gerber Trust a d they wanted a full accounting of her assets as her Trustee. Becau e
Mildred J. Ger er was a beneficiary of the Fred E. Gerber Trust, as Trustee of the
Mildred J. Ger er Trust, they also wanted to know what Mildred J. Gerber was entitl d
to as Trustee her Trust and as Guardian of her Estate.
39. k never filed for an accounting of the Mildred J. Gerber estate prior to
their being ap inted as Guardian of Estate in March 2001. PNC Bank wanted to kn w
know what Mil red J. Gerber had in her Trust, and they filed a petition as her
Trustee and th y did indeed do this as her Trustee in June 2002. They had been he
Trustee of her rust since October 3,2001. PNC Bank as current Trustee of the Mildr d
J. Gerber Trus are capable and solely responsible to argue their objections as Trust e
of the Mildred . Gerber Trust. PNC Bank charged significant legal fees from Rhoad
& Sinon to file he petitions for the Trust accountings, they charged legal fees for
filing their obje tions and they have continued to charge the Estate and the Trust of
Mildred J. Ger er as her Trustee and Guardian of Estate. If PNC Bank is not reinstat d
by this Court, NC Bank will face further charges from this Petitioner for charging the
Mildred J. Ger er Estate and Trust for services that they have not rendered yet
charged her E tate and Trust.
40. PNC Ba continues to this day to be her Guardian of Estate and until
they are remo d by this Court as her Guardian of Estate, they are also responsible
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to argue her 0 jections for the Fred E. Gerber Trust as they still represent the
ward as her G ardian of Estate.
41. Frederic E. Gerber,1I misled this Court for the sole purpose of a deliberate
intention of co fusing this Court as to who was the Trustee and who was the Guardi n
of Estate. PN Bank was actually still the Guardian of Estate until they are release
by this Court u on the completion of Mr. Duncan's report. Even when Mr. Duncan
completes his eport, PNC Bank still has to report their accounting for the Mildred J.
Gerber Estate rom October 23,2003 to the present. Marilyn Gerber will have the
right to file obj ctions if she chooses as a full beneficiary of the Mildred J. Gerber
Trust and Esta
42. Despite th t the hearings are to be held on November 15,16,2004, PNC Bank
is intimately in rmed as to the accountings of Frederick E. Gerber,1I and if they do
require additio al time to prepare for a hearing of the audit, PNC Bank has this
right as they a indeed the legal Guardian of Estate and the Trustee of the Mildred
Gerber Trust a d it is only as Trustee of the Mildred J. Gerber Trust that they could
ever have peti oned this Court to order Frederick E. Gerber to file accountings for
the Mildred J. erber Trust from January 1998 to 2002. PNC Bank had no authority
to file for acco ntings of Mildred J. Gerber's Trust as Guardian of Estate. The fact th t
they took over s Trustee in October 3,2001 gave them the authority to file for
accountings a d ultimately file their objections. It is therefore their responsibility to
argue their obj ctions as Trustee of the Mildred J. Gerber Trust and if Ms. Verney's
substitution is pheld by this Court, PNC Bank faces legal violations as the current
Trustee of the i1dred J. Gerber Trust as they have NEVER substituted Ms. Verney
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as the Trustee f the Mildred J. Gerber Trust.
43. Mr. Ru may argue that PNC Bank filed their objections as Guardian of Estat
but this canno be true because even if he argues that they did, PNC Bank could not
argue as Guar ian of Estate because they had not authority to argue for moneys of
the Mildred J. erber Trust as Guardian of Estate as these Trust moneys were solei
restricted to th Mildred J. Gerber Trust and could only be argued by a Trustee of th
Mildred J. Ger er Trust and not as her Guardian of Estate. Since PNC was and is
the Trustee of he Mildred J. Gerber Trust when they filed their objections, PNC Ban
should and is lIy and legally capable of arguing their objections presently for the
Mildred J. Ger er Trust and the Fred E. Gerber Trust. Ms. Verney cannot be
substituted as here is already a Trustee to argue the objections- PNC Bank. There i
already a Gua ian of Estate to argue for the Mildred J. Gerber Estate-PNC Bank
who is currentl still acting as Guardian of Estate until they are released by this Cou
44. Should is Court question the preparation work that Ms. Verney has complet d
for the upcomi g hearings on November 15,16,2004 before the Auditor, Mr. William
Duncan, this titioner wishes to state that Ms. Verney has not billed many legal
not even attend the August 3,2004 status hearing to agree upon the
discovery sch dule. Ms. Verney has only appeared at one status hearing in two
years on this atter. In fact, Ms. Verney wrote to Mr. Duncan in late August 2004
that she was nfused as to her role and when her appearance was due concernin
the upcoming earings. The Petitioner knows this information because Ms. Verney
shared this inf rmation with Ms. Gerber in one of only two telephone conversations
with the Petiti er before she terminated all contact with Marilyn Gerber. Ms. Verne's
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fees are still n t approved as of the September 20,2004 conference hearing. Ms.
Verney did not receive a copy of the discovery that Frederick E. Gerber, II sent to
Marilyn Gerbe on September 3,2004 until on or about September 20,2004 at the
status confere ce hearing with Mr. Duncan, the Auditor. Ms. Verney stated to Marily
Gerber that sh had not worked on PNC Banks' objections as she did not want to
incur large leg I bills for the estate of Mildred J. Gerber. In essence, Ms. Verney
has only spen minimal time of preparing to prosecute the PNC Bank objections sin
September 20 2004. As in the past when Ms. Verney appeared in Court regarding
the Guardians ip of Estate and Person for Mildred J. Gerber, Ms. Verney played
a minimal role nd she essentially took her direction from Frederick E. Gerber,11
and his attorn , Mr. Richard Rupp. Mr. Rupp in fact stated to Ms. Gerber on Octobe
14,2004 that h intended to meet with Ms. Verney to provide her with a copy and sh re
information a out Ms. Gerber's deposition of Frederick E. Gerber,11. Non only did th
court reporter object to this because she overheard the conversation, but Marilyn
Gerber offers is as more proof of the conspiracy between Frederick E. Gerber,1I an
Ms. Verney.
By the ve nature of this Petitioner's Petition to remove Ms. Verney, this further
creates a host Ie relationship between the Petitioner and Ms. Verney which does no
allow Ms. Ver ey to remain impartial. Ms. Verney has too much history that is hostil
to one of the neficiaries.
Marilyn Gerbe feels that PNC Bank has spent the majority of time and fees filling fa
the Trust acc ntings and filing their objections. PNC Bank is a recognized federal
Bank and is i the best position of expertise and experience to argue their objection
1-
Ms Verney ha no banking or accounting expertise nor does she intend to present
a banking or a counting expertise in the upcoming hearings. Marilyn Gerber believ s
that this also i Ms. Verney's strategy in forcing Marilyn Gerber to bear the burden 0
proving the 0 jections filed by PNC Bank and herself believing that Marilyn Gerber
who is repres nting herself will not be able to argue her defense and win her case.
45. Marilyn erber petitions this Court to have Frederick E. Gerber,1I pay the legal
fees of Ms. Ve ney once this Court appoints PNC Bank as he intentionally mislead
this Court and ttempted to have a PARTIAL prosecutor be appointed for his
advantage an to defraud this Petitioner of her inheritance.
46. This Pet ioner does not believe that it is too late to reinstate PNC Bank and
that it is their r sponsibility to argue their objections of two large Trusts that amount
to $1 million d liars. If a small delay in the upcoming hearings is required for PNC
Bank to prepa their case, it is a small price in relation to the significant sums of
money that ar at stake for all the beneficiaries. PNC Bank's reinstatement will mak
it perfectly cle r who filed the objections and who argued their objections as the
Trustee of the ildred J. Gerber Trust and Guardian of Estate of Mildred J. Gerber.
No other pros utor should or can have this responsibility per the tenants of Mildred
J. Gerber's Tr t. This Court has no choice but to reinstate PNC Bank as they curre tly
serve as the T ustee for Mildred J Gerber and have never been released by this Co
as her Guardi of Estate.
WHEREF RE,this Petitioner, Marilyn Gerber requests that this Honorable Court
issue a ruling t Reinstate PNC Bank as the Prosecutor of their Objections to the
Frederick E. G rber,1I accountings for the Mildred J. Gerber Trust and the Fred E.
1
Gerber,Sr. Tru t and declare Ms. Jacqueline Verney's substitution to be null and
void as PNC B nk is the Trustee of the Mildred J. Gerber Trust and has always
continued to a t as the Guardian of the Mildred J. Gerber Estate and that Frederick ,
Gerber, II has elayed his role as Executor due to his duty in the US Army and his
tour in Iraq an until PNC Bank is released as the Guardian of Estate, they are the 0 Iy
legal entity wh can argue and prosecute their objections. Marilyn Gerber further
req uests that s. Verney's legal fees be paid by Frederick E. Gerber,1I as he
deliberately mi lead this Court in June 2003 when he filed his petition to substitute
Ms. Verney. arilyn Gerber requests that this Court grant a continuance of the
scheduled No ember 15,16,2004 hearings before Auditor William Duncan if they
so require in 0 der to conduct their discovery or deposition of Frederick E. Gerber,l!.
Marilyn G ber further requests that this Court grant a hearing on her motion of
reconsideratio and objection to Ms. Verney's substitution if this Court does not
reinstate PNC ank in light of Ms. Verney current conduct.
RESPECTFULLY SUBMITTED
Marilyn Gerber,Pro Se
717 Market Street,#317
Lemoyne, PA 17043
717 503-5280
t. &J,-/~'t,Ji'() y
DATE: { ~
it:
I(
CERTIFICATE OF SERVICE
AND NOW this.if-day of October ,2004, I hereby certify that I have
served a true py of the within document, "PETITION TO REINSTATE PNC BANK
TO ARGUE T EIR OBJECTIONS FOR THE MILDRED J. GERBER TRUST AND TH
FRED E. GER ER TRUST AND TO DECLARE THE SUBSTITUTION OF MS. VERN
TO BE NULL NO VOID" by depositing a true and correct copy of the same in the
U.S. mail post ge prepaid, addressed to:
Rhoads & Sin n
Ms. Joanne C ristine,Esquire
One South M ket Square
Harrisburg, P 17108
Ms. Jacquelin Verney
44 South Han ver Street
Carlisle, PA. 1 103
Mr. Richard R pp
355 North 21 s Street
Camp Hill, PAn 17011
Mr. William 0 can
One Irvine Ro
Carlisle, PA. 1 103
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Marilyn Gerger. o-Se