HomeMy WebLinkAbout10-05-04 IN RE: ELEANOR U. : IN THE COURT OF COMMON PLEAS OF
COOLIDGE, : CUMBERLAND COUNTY, PENNSYLVANIA
DECEASED. : ORPHANS' COURT DIVISION
: NO. 21-03-936
: JURY TRIAL DEMANDED
ANSWER TO RULE TO SHOW CAUSE
AND NOW come Respondents, THOMAS E. COOLIDGE and PHILIP W.
COOLIDGE, through their Attorneys. SAIDIS, SHUFF, FLOWER & LINDSAY, and
make the following answer to the Rule to Show Cause whether the relief requested in
Petitioner's Motion for Trial Continuance and Motion for Reconsideration of Court's
Denial of Petitioner's Request for a Jury Trial should be granted:
I Admitted -~
2. Admitted. -~
3. Admitted.
4. Admitted. :~ ~
5. Admitted.
6. Admitted. These paragraphs are incorporated by reference.
7. Admitted.
SAIDIS
SHUFF, FLOWER 8. A. Respondents have no personal knowledge as to whether
& LINDSAY
these records have been produced but accept the representation of Petitioner's counsel
that they have not.
B. Denied. Respondents believe and therefore aver thai
sufficient evidence has been presented to resolve this matter, more specifically the
testimony of Eleanor U. Coolidge herself (November 17, 2003) the testimony of Robert
M. Frey, Esquire (March 29, 2004) of geriatric psychiatrist, Herbert E. Myers, M.D.
(September 21, 2004) and Joseph M. Brazel, M.D. (September 29, 2004), both of
whose testimony has been taken by video taped deposition and of Thomas E. Coolidge
(March 29, 2004), and, consequently, that the records are not necessary for resolution
of this case.
C. Denied. Even after review of all medical records, Bruce H.
Price, M.D., who never met Eleanor U. Coolidge, or much less treated her, and who has
no personal knowledge of her mental state as of the date she signed her Will on
December 8, 2003, or on any other day will not be able to provide admissible relevant
expert testimony to a reasonable degree of medical certainty
D. It is admitted that Petitioner has produced a letter from Bruce
H. Price, M.D., dated September 16, 2004, indicating that he is not available for trial
until December 2004, but preferably January or February of 2005. Respondents for
judicial economy will present the testimony of their expert witnesses by videotaped
deposition. Petitioner has the option to present the testimony of Bruce H. Price, M.D. by
videotaped deposition or by video conference deposition. Respondents' counsel stands
ready to travel to Massachusetts prior to the hearing scheduled on October 13, 2004,
and take the videotaped deposition of Bruce H. Price, M.D., with each party responsible
SAIDIS
SHUFF, FLOWF. R for its own travel expenses. Taking Petitioner's expert's testimony in such a fashion al
& LINDSAY
26 W. High Street his convenience, possibly even in the evening or on the weekend, aids judicial economy
and should make it possible to obtain this testimony prior to the scheduled hearing date.
Alternatively, Respondents respectfully request the Court conside~
proceeding on October 13, 2004 to take the testimony of all named witnesses othe~
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than Bruce H. Price, M.D., whose testimony for judicial economy could be taken at a
later date by deposition. It is believed that the testimony of all witnesses other than Dr.
Price is independent of the medical records counsel for Petitioner cites as a basis for
requesting this continuance. The October 13, 2004 hearing date was set by the Court
on or about July 30, 2004, more than two months ago. Respondents, and,
Respondents suggest, probably other witnesses as well, made necessary adjustments
in their business and personal calendars to make themselves available for the October
13, 2004 hearing. Proceeding in this alternative manner would permit the Court to take
the testimony of witnesses whose testimony is independent of medical records without
necessitating further schedule rearrangement and inconvenience.
E. Denied. Even with the records, the opinion of Bruce H. Price, M.D.,
will be pure speculation, in the absence of the ability to examine Eleanor U. Coolidge
and the absence of any personal knowledge of her mental state on the day she signed
the Will.
9. Denied. The administration of the Estate of Eleanor U. Coolidge is
well advanced and can be completed in the near future. The Beneficiaries will be
prejudiced by the delay in administration.
MOTION FOR RECONSIDERATION OF DENIAL
SAIDIS OF REQUEST OF JURY TRIAL
SHUFF, FLOWER
& LINDSAY
ATrORN]EYSeAT.LAW
26 W. High Street
Carlisle, PA 10. Admitted. These paragraphs are incorporated by reference.
11. Admitted.
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12. it is admitted that this is Petitioner's request. For the reasons set
forth in Respondent's memorandum, a jury would not have the benefit of observation of
the testimony of Eleanor U. Coolidge offered to this Court at an earlier hearing, and
therefore would not be in a position to arrive at an informed verdict based upon personal
observation of the full range of testimony.
MOTION FOR A COURT TO ORDER
RELEASE OF MEDICAL RECORDS
13-16. Because Respondents do not oppose a Court Order for release of
medical records, although they maintain that they are not relevant, a response to
allegations 13 through 16 are not required.
WHEREFORE, Respondents request that Petitioner's Motion for
Continuance and Motion for Reconsideration of Denial of Petitioner's request for a jury
trial be denied.
SAIDIS, SHUFF, FLOWER & LINDSAY
Attorneys for Respondents
~' ¥'~a~nes D. Flower, Jr., Es~r(~k. 1
SAIDIS ~ 26 West High Street ~'~
Sl]OFF, FLOWER Carlisle, PA 17013
& LINDSAY (717) 243-6222
ATTOR~"AT"LAW I,D. # 27742
26 W. High Street
Carlisle, PA
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VERIFICATION
I, THOMAS E. COOLIDGE, the undersigned, hereby verify that the
statements made in the Answer to Rule to Show Cause herein are true and correct. I
understand that false statements herein are made subject to the penalties of 18 Pa. C.S.
§ 4904, relating to unsworn falsification to authorities.
Date:
Thomas E. Coolidge
SAIDIS
SHUFF, FLOWER
& LINDSAY
26 W. High Street
Carlisle, PA