HomeMy WebLinkAbout05-28-08STEPHANIE E. CHERTOK, ESQUIRE
PA Supreme Court ID: 52651
61 West Louther Street
Carlisle, PA 17013
(717) 249-8749
CINDY L. HRIBAL, ESQUIRE
PA Supreme Court ID: 202325
61 West Louther Street
Carlisle, PA 17013
Attorneys for Respondent
IN RE:
TRUST UNDER WILL OF
DONNA JEAN KEPHART
A/K/A/DONNA JEAN KEPHART-HOOVER
FOR BENEFIT OF DANA M. GILSDORF
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
AND A SEPARATE TRUST UNDER :
WILL OF DONNA JEAN KEPHART
A/K/A DONNA J. KEPHART-HOOVER NO. 21-07-0129
FOR BENEFIT OF
BRANDON M. GILSDORF, A MINOR
NOTICE
YOU HAVE BEEN SUED IN COURT. If you wish to defend against the claims set forth in
the following pages, you must take action within twenty (20) days after this Complaint and notice are
served, by entering a written appearance personally or by attorney and filing in writing with the court
your defenses or objections to the claims set forth against you. You are warned that if you fail to do
so the case may proceed without you and a judgment may be entered against you by the Court
without further notice for any money claimed in the Complaint or for any other claim or relief
requested by the Plaintiff. You may lose money or property or other rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT
HAVE A LAWYER, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW. THIS
OFFICE CAN PROVIDE YOU WITH INFORMATION ABOUT HIRING A LAWYER.
IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS OFFICE MAY BE ABLE TO
PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER LEGAL
SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
~;; (717) 249-3166
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STEPHANIE E. CHERTOK, ESQUIRE
PA Supreme Court ID: 52651
61 West Louther Street
Carlisle, PA 17013
(717) 249-8749
CINDY L. HRIBAL, ESQUIRE
PA Supreme Court ID: 202325
61 West Louther Street
Carlisle, PA 17013
Attorneys for Respondent
IN RE:
TRUST UNDER WILL OF
DONNA JEAN KEPHART
A!K/A/ DONNA JEAN KEPHART-HOOVER
FOR BENEFIT OF DANA M. GILSDORF
AND A SEPARATE TRUST UNDER
WILL OF DONNA JEAN KEPHART
A/K/A DONNA J. KEPHART-HOOVER
FOR BENEFIT OF
BRANDON M. GILSDORF, A MINOR
1N THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.21-07-0129
AVISO
LISTED HA SIDO DEMANDADO EN LA CORTE. Si usted desea defenderse de las quejas
expuestas en las paginas siguientes, debe toma accion dentro de veinte (20) dias a partir de la fecha en
que recibio la demanda y el aviso. Usted debe presentar comparecencia escrita en persona o por
abogado y presentar en lat Corte por escrito sus defensas o sus objeciones a las demandas en su contra.
Se le avisa que si no se defienda, el caso puede proceder sin usted y la Corte puede decidir en su
contra sin mas aviso o notificacion por cualquier otra queja o compensacion reclamados por el
Demandante. LISTED PUEDE PERDER DINERO, O PROPIEDADES U OTROS DERECHOS
IMPORTANTES PARA LISTED.
LLEVE ESTA DEMANDA A UN ABOGADO INMEDIATAMENTE. SI LISTED NO
TIENE O NO CONOCES UN ABOGADO, VAYA O LLAME A LA OFICINA EN LA
DIRECCION ESCRITA ABAJO PARR AVERIGUAR DONDE PUEDE OBTENER
ASISTENCIA LEGAL.
Cumberland County Bar Association
32 South Bedford Street
Carlisle, PA 17013
(717) 249-3166
STEPHANIE E. CHERTOK, ESQ.
PA Supreme Court ID: 52651
61 W. Louther Street
Carlisle, PA 17013
(717) 249-1177
1N RE:
TRUST UNDER WILL OF
DONNA JEAN KEPHART
A/K/A/ DONNA JEAN KEPHART-HOOVER
I~OR BENEFIT OF DANA M. GILSDORF
AND A SEPARATE TRUST UNDER
WILL OF DONNA JEAN KEPHART
A/K/A DONNA J. KEPHART-HOOVER
FOR BENEFIT OF
BRANDON M. GILSDORF, A MINOR
CINDY L. HRIBAL, ESQ.
PA Supreme Court ID: 202325
61 W. Louther Street
Carlisle, PA 17013
Attorneys for Respondent
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-07-0129
RESPONSE AND NEW MATTER TO PETITION FOR
APPOINTMENT OF SUCCESSOR TRUSTEE
NOW COMES THE RESPONDENT, Robyn Lea Smith, by and through her attorneys, Stephanie
F;. Chertok, Esq., and Cindy L. Hribal, Esq., and files this Response to the Petition for Appointment of
Successor Trustee, and in support thereof states as follows:
1. Admitted.
2. Admitted.
3. Admitted.
4. Admitted.
5. Admitted.
6. Admitted.
7.
8.
Admitted. .
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Neither admitted nor denied. After reasonable investigation, the party is without knowledge
or information sufficient to form a belief as to the truth of the averment.
9. Admitted.
10. Admitted.
NEW MATTER
11. Paragraphs 1 through 10 are incorporated herein by reference as though set forth in full.
12. Robyn Lea Smith is the daughter of the Decedent Settlor and she is the mother of the two
trust beneficiaries. She has superior knowledge of the needs of the beneficiaries and she is willing to serve
as trustee for no fee.
13. It would be in the best interest of the beneficiaries if their mother, Respondent Robyn Lea
Smith is appointed as Successor Trustee, as she has the greatest knowledge of the needs of the
beneficiaries.
14. The Guardian ad litem to be appointed for the minor beneficiary, Brandon M. Gilsdorf,
would best be his mother, Respondent herein Robyn L. Smith as the beneficiary resides with his mother
a:nd as his mother she serves as his natural guardian for all purposes and therefore would be the best person
to serve as his Guardian ad litem, a role which she would assume for no fee as she already provides these
services for him.
WHERERFORE, Respondent respectfully requests that This Honorable Court:
Appoint Respondent, Robyn L. Smith as Successor Trustee of said trusts, with no annual
compensation to be paid for her services.
2. Authorize said Successor Trustee to name Co-trustees or Successor Trustees without further
approval of the Orphans' Court.
3. Appoint Respondent, Robyn L. Smith as Guardian ad litem to represent her son, Brandon M.
Gilsdorf, a minor, in this matter, at no cost to the Brandon M. Gilsdorf Trust.
Respectfully Submitted,
Date: ~ ~ s~
Step anie E. Chertok, Esquire
Supreme Court I.D. No. 52651
Cindy L. Hribal, Esquire
Supreme Court I.D. No. 202325
61 West Louther Street
Carlisle, PA 17013
(717) 249-1177
Attorneys for Respondent
v~I~~r ~c,~~r~o~v
1 r 4x-il}~ tha-t tl~e statements z-nade in the Response r~t~d New Matter to 1'etiiiuz~ for n~~f,t5int~z~c,~at of
+i~~~:~:~istn- !'rt~stce., i~~ the dbove4entitled matter are true att~i correct. I unclersta~~c~ that ftilse stat.eaxaLr:ts
f~~~°--eif~~ ~~c-c c:.iac~e subject to tl~e penalties of 1 ~ Pa.C.S. Scctic-z~ 494, relating to urts~-orn l~~lsitictitic~~7 tc>
~~tti.~li~riti~~;.
~tobyn I. a Smith ._ -...---- . ,. .
STEPHANIE E. CHERTOK, ESQUIRE
PA Supreme Court ID: 52651
61 West Louther Street
Carlisle, PA 17013
(717) 249-8749
CINDY L. HRIBAL, ESQUIRE
PA Supreme Court ID: 202325
61 West Louther Street
Carlisle, PA 17013
Attorneys for Defendant
IN RE:
'TRUST UNDER WILL OF
DONNA JEAN KEPHART
A/K/A/DONNA JEAN KEPHART-HOOVER
FOR BENEFIT OF DANA M. GILSDORF
AND A SEPARATE TRUST UNDER
WILL OF DONNA JEAN KEPHART
A/K/A DONNA J. KEPHART-HOOVER
FOR BENEFIT OF
BRANDON M. GILSDORF, A MINOR
1N THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-07-0129
CERTIFICATE OF SERVICE
I, Stephanie E. Chertok, Esquire, do hereby certify that a true and correct copy of the Response and New
Matter To Petition for Appointment of Successor Trustee, in the above-entitled matter has been served
upon the following persons on the ~ day of May, 2008, via first-class U.S. Mail, postage prepaid.
Kimberly A. Caudill
15451 Sweetwater Court
Fort Myers, FL 33912
Dana M. Gilsdorf
3780 Towne Crossing, Apartment 303
Kennesaw, GA 30144
Brandon M. Gilsdorf
2130 Bayford Court
Marietta, GA 30064
Robyn Lea Smith
2130 Bayford Court
Marietta, GA 30064
R. Mark Thomas, Esq.
101 South Market St.
Mechanicsburg, PA 17055
5~~~~~
Date
Stephanie E. C rtok, Esquire