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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 :; _ _ ~ ~ ... . ~ ~_: _ c ._ ~ - ,., ~- ~~. c~ ---. + cv ~;_,- t _ L~~-~ ~ ~ ; -,,,;= c~ v = :, __ ~ ~, 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. . ~.., :~ ;°~ ,~ --, T=, ~. c ~ --~ r-- . -, r.a -:'J s ~ -y r '-r -~~ ~ !y =~ r:~ ~~_~ --r 4., s-- - --; __ _ , _:~. 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