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HomeMy WebLinkAbout02-16-01 (3)MILDRED J. GERBER and MARILYN J. GERBER, Plaintiffs vs. FRED E. GERBER II, TRUSTEE Defendant THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION a~ -- o % -_ J Sal NO. 00-7831 EQUITY CIVIL ACTION -EQUITY CERTIFICATE OF SERVICE I hereby certify that on this ,2o~y day of A.1a.,.~...~,s , 2000, I have caused a true copy of the Answer to Petition to Compel Accounting to be delivered by first class mail to: Michael J. Kane, Esquire 3300 Trindle Road Camp Hill, PA 17011 Attorney for Marilyn J. Gerber Joseph U. Metz, Esquire Killion and Metz 214 Pine Street Harrisburg, PA 17101 Attorney for Mildred J. Gerber ~i'ndsay Dare Baird, Esquire 37 South Hanover Street Carlisle, PA 17013 Attorney for Frederick E. Gerber II MILDRED J. GERBER and MARILYN J. GERBER, Plaintiffs vs. FRED E. GERBER II, TRUSTEE Defendant THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 00-7831 EQUITY CIVIL ACTION -EQUITY ANSWER TO PETITION TO COMPEL ACCOUNTING 1. ADMIT. 2. DENY. Marilyn J. Gerber resides with Mildred J. Gerber at 623 Hilltop Drive, New Cumberland, Cumberland County, Pennsylvania. 3. ADMIT IN PART. DENY IN PART. Address is correct. Deny Fred E. Gerber, II is Defendant's name. Defendant's name is Frederick Edward Gerber, II. 4. ADMIT. 5. ADMIT. 6. ADMIT. 7. ADMIT. 8. ADMIT. 9. ADMIT. 10. ADMIT. 11. ADMIT. 12. ADMIT. 13. ADMIT. 14. ADMIT. 15. ADMIT. 16. ADMIT. 17. ADMIT. 18. DENY. An exchange of documents was requested. 19. ADMIT. 20. ADMIT IN PART. DENY IN PART. Admit letter written October 27, 2000. Deny letter was written October 20, 2000. Letter was written October 17, 2000. 21. ADMIT. 22. ADMIT. 23. DENY. Sentence insinuates that Defendant created conflict "by having filed a civil complaint..." In fact, the filing of the suit was a result of the Plaintiff Marilyn J. Gerber's repeated harassment, threats and slander to Defendant at home and at work. 24. DENY. Performance has been underway for some weeks and is complete. A faxed copy of the accounting is attached and marked as Defendant's Exhibit "A". WHEREFORE, Defendant respectfully requests that this Honorable Court: Dismiss Plaintiffs' Petition to compel accounting. 2. Grant any other relief it deems appropriate. Respectfully submitted, .~~ ~~ L'ndsay Dare:Ba' d, Es uire Registration o. 72083 Baird Law Office 37 South Hanover Street Carlisle, PA 17013 (717) 243-5732 Attorney for Frederick E. Gerber II FRED E. GERHEit't~tUBt ACij~oUNTING 'r}~RDU_~t;~ D,E~EMgEti 3i, 1999 Halance of invest-nQnts Febntary x8, 1996 S 318.782.32 1gg8 investment income Charles Schwab account 16,365.19 1989 investment Income Charles Schvrab account 18,101.72 34 466.91 Check number Date Payee Description Amount f23 Hilltop Drive 101 09!07!98 6111 Haines rgnpvation 7,285.00 102 09/08/98 PNC Benk saarage danr 1,Ob3.l;A 623 Hilltop brine 103 08/1,!/98 Bili Haines renavafiun 2A00.00 10d 09H 3K,t8 Acacia Lice insurance Jane C~erb'3r 1 g 36 105 09113/9s~ Acacia Life tnsurant~ Marilyn Gerber 19.50 Cplieg® gtjp®nd Aug - C3ct 1 q6 9Q/261p8 Sasshs Gerber 5300 and hirtt,day $250 550.00 107 09/26/98 Sean Neftin Birthday 250 q0 College stipend Aug_ - i DA 09t2S198 Amanda Heflin ©ti 300.09 109 10/02198 Sascha Gerber Callsge toarding 300.00 623 Niiltop brine t 19 1011219N Bit! Waines rEnovsttoh 7C?.50 t 11 14121198 Central pA MRl Center MRI - Mi{dred Gerber 75.55 112 1U/25/9t~ Sggthg Gerber College b0arditlg -Nov 500 00 113 1(1125199 Art+anda WeAin College boarding - Nav. 5t1t1.00 t 14 !0128188 Cummings Associates Ded's doctor bills 200.00 1 t 5 1 ll11/9f3 Atianbc lnsUrance Mgrr+t insurance on Batt. Home 150.00 116 11/Z71g6 SaScha Gerber College boarding -Dec 500.00 Lead poison MD Deat_ of the snvlron-runWl fee Galt 117 11128198 6nviron-nent Mouse 10.09 118 11/Z519$ Amanda Heflin College bogMtng - Qr3c. 500.00 Cot, Gerber. QM. Award 119 12/10/88 Major Larry Shaw ort ExcetlenGa Mernohal 141 19 12fl 12!15198 At'S3Cle Lid }nsUrance Marilyn Gerber 19.50 121 12/15/98 Acacia Li+'ee Insur'6nCE Jane Gerber '18.35 i22 10/98 Sascha Gerber Chrtstrnaa gift 250 00 123 12120196 Jane Heflin Christmas gilt 500.00 12d 12/20/98 Amanda Heflin Chrtstmss gift 250.00 125 12120198 Sean Heflin Christmas gift 260.00 126 Void Defendant's "Exhibit A" 127 1?J2d198 Mischa Gerber Christmas lift 25Q.00 i2t3 12128/58 5ascha Getter Gvuege boarding _Jen, 500.40 129 17/2$/Jt3 Amanda Hettin Ggllegt twarding -Jan. 5o0,flfl Corrtputers and supplies - Visa ~2/tJ1/98 Llell Catalog Sales Sean & Amanda Heflin 7,9t31.BD 130 12/31198 Jane Heetn ptrthday Z,p00.OD 131 Void 132 01/ig/gg 5ascha t3erber Fe6.99 t4~it+ot- 500.00 auto debit 01/28/89 Chah+~s Schwab margin interest 1e1.5ti 133 011221+39 5ascha Oerbl9r EMT schctnid course 375.04 Gottege - $500 and 13a 02/04/99 Amanda Fteflln ttirthday - 5250 750.Ofl Collage tukton and board 135 02/15/99 Jane Hefiin Mach -May 1.600.00 13B 01115199 PA poet. of Revenue 19g7 incflme t~X 333.00 137 01115tgg pA C1ept. of Revenue estirna`ed felt payment 1®l3.00 135 av15/t39 PA Dept. of Revenue estimated tax payment 18@_00 139 fl113D/99 PA Dept. ns' Revenue estimated tax p®yment 187.04 140 07J1a199 PA apt. of kevenue estimated tax payment 187,b0 141 02121198 Amanda Heflin Galtege --March 504 00 142 02/22/99 5ascha Gerber Caliega -Marsh 500 00 aunt detNt g2~5199 trha-les Sc~Ywah margin tnterest 25,8$ aute debit 03/fl1/99 Gha-les Schwab check order fee 18.90 EM't supplies and equipment -college id3 0311n199 SaaCha Gerber ttOTG 250.00 1e14 03/15/99 Acacia Lice Insurance Jane Gerber 18.35 1d5 03/15/99 Acatia Lti+s Insurance Marilyn perber 1g_at3 146 n3/zslge 5ascha Gerber t:oilege boarding -April 500.00 auto dab+t 0~13019g GhartBS Schwab margin interest 50.42 147 t3alpd/99 UNC Charlotte SaBCha Gerber 66,fl0 148 03131/99 gets ASantic Mobil Tetephane bits -Mildred 159 7~ tb9 Od/1d/99 IRS 19$U incpr~tax ~,157.U0 150 Od/1 d/99 PA aept of t~evenue 198@ income tax 632 00 151 tJ4129198 5ascha Gerber College -May 500.40 152 04128199 Amandg Heflin College -May 500.00 Expense reimbursement - 153 0d/2g199 Petra Garber Sascha capege 354-00 auto debit Od129/99 Ghar+es Schwab margin interest So.g2 1 Sd 058/99 Lord and tgylor Mildred Gerber 7et5.71 Col. C3erFaer, QM, Award 155 05114/99 LTC Randy Nat4doti,il of 6ccstteh~ Memor9al 254.74 156 05/16/99 UNC Charicstte 5ascha 138.40 June boats - $500 and 157 05l2d/9g Frederick 5. r3srber unitbrms - $3p0 ROTC 800.02 auto debit 05127/99 Charles Schwab rn~rgln interest 7x.176 Sascha's EMT COU-R8. supplies and equipment 158 OB/U7/99 raetra G®rb9r reimburt3emertt ~150.D0 159 1sa isi auto debit 162 163 164 165 1 ~1'y 167 '168 wire auto debit 169 170 auto debit 171 172 173 19d auto debt! 175 176 17~ BUto debit 1T8 179 180 auto debit 181 182 183 184 1$5 186 1 t37 g6tOt3198 OB/i ~ 06Ndlgg t]G/2glgg 06/30/99 176/30/99 0830199 08/30!99 07113!99 a7/2319g 07/23199 07127/98 a7rzg/ae 08/26199 09/19/99 08130/99 09/x3199 09109/99 0!3113199 09116/99 09/Z9199 14/0219! 10/03/99 10111;199 10128/99 1111)1199 10l30~99 Amanda Heftin Sean HQflin American An+icable life Cha+ies Schwab Sascha Gerber Amanda Heflin Absolute UNG Charlotte Jane Heflin Amanda Heflin Sest:ha Gerber Marilyn J_ Ge-trer Charles Schwab Missouri Military Academy Sascha Berber Charles Schwab AMant$g Heflin Absolute Sascha Garr~r Sascha Gerber Charles Schwwab Amanda Heflin Frederick t3erber Missouri Military Academy Charles Schwab Amanda Heflin Sasthe Gerber 11IZ9l89 Sascha Gerber 11129199 Charter 8ehwab 11130/99 Amanda Heflin 12113199 Amanda Ngtlin 12/14/89 Jane Gerber 12/13/99 Sean Henn 12/13/89 Sascha ®erber 12!15[99 Ar~cia Life Insurance 12/15/89 At~Cia Litre Insurance rdoltege board -June Hirthday 12 month tiro pokey - IVlildrad rtk3rgih interest College -June College -July Sascha Gerber. medics! aiu student paHcing -Sascha Gerber ~ducatinna{ develapm®nt - 5eah Caiie-ge -August College -August Uvln9 QX~SgnSBBibillg margin interest tuitioh - $ean Junior year eoil2ge Sept 99 margin interest Goltege -Fall 89 SasrJta medlcai bip Sitthday - S25a and Honor Soebiety • $S0 health care -knee injury rr~rgin interest Collage -October College - October Sean Heflin margin interest College -- November i.otlege - l~ovemi~Ar Colt®ge - December end medic~t margin Mterest College -November Caltege - peCetnber $750 and Christmas ~-250 Christmas gift Chrlstn1r85 gift College - December $750 and Christmas 5250 Jane - 4 quarters Marilyn - d tlUarters 500 a0 25D.D0 122.60 85.37 5t?U.aD 500.60 75.~s 1ss.ao 5,t)Oa.00 50q.00 5aaA0 6,750.00 88.31 8.548 d0 ~ .7an.vo 173.17 1.7Da.D0 43.73 311.00 261.00 21g.~1 7Qf).Oa 70000 3,290.36 229.75 700.00 7na.~a 1.000.00 285.57 1,OOO.UO 950 as 3a0_a0 250.x0 950.aU 73.40 78.00 cashier check neu~r 1131709 1zIZ~/99 Mildred J. Gather cashed -to be redeposited 9,3pfl.p0 lea 12/23199 fired Gerber fpr ~ischa's Birthday xsa,ga so,~ss_s1 Unr281iZ90 lass oh investments becember 31. 1 g99 (e1,fl78.52) gaiance of Investments Decemr5et 31, 1989 ~ 221.670.80