HomeMy WebLinkAbout06-21-06
IN RE: TRUST UNDER
WILL OF WARREN F.
COOLIDGE for benefit
of JULIA E. STOLZ,
et al.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0684 ORPHANS' COURT
ORDER OF COURT
AND NOW, this 2151 day of June, 2006, upon consideration of Petitioner's
Petition for Reformation of Trust and Appointment of Successor Trustee, of
Respondent's Answer to Petition for Reformation of Trust and Appointment of Successor
Trustee, and Objections to the First and Partial Account of the Warren F. Coolidge Trust
As Filed by Thomas E. Coolidge and Philip Coolidge, Trustees, and of the Objections of
Julia E. Coolidge Stolz to the First and Partial Account of the Warren F. Coolidge Trust
as Filed by Thomas E. Coolidge and Philip Coolidge, Trustees, and it is ordered and
directed as follows:
I. A hearing on the issue of the appointment of Manufacturers
and Traders Trust Company as successor trustee and other issues
pertaining to the requested reformation of the trust is set for
Thursday, September 7, 2006, at 1 :30 p.m., in Courtroom No.1,
Cumberland County Courthouse, Carlisle, Pennsylvania;
2. The parties are afforded a period of 10 days from the date of
this order to agree upon a guardian ad litem to be appointed by the
court for Joseph M. Stoltz, a minor, whose fee will be paid from the
income of the trust; in the absence of an agreement, upon motion of
any party, the court will appoint the guardian ad litem; and
3. Debra K. Wallet, Esq., is appointed auditor with respect to the
objections to the First and Partial Account.
BY THE COURT,
J.
J.
,<>
/\~t
Debra K . Wallet, Esq.
24 N. 32nd Street
Camp Hill, PA 170] 1
Auditor
Robert G. Frey, Esq.
5 South Hanover Street
Carlisle, P A 17013
Attorney for Petitioners
R. Mark Thomas, Esq.
101 South Market Street
Mechanicsburg, P A 17055
Attorney for Respondent
:rc
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
III Rc: htatc oJ'TRUST UNDER WILL OF WARREN
F. COOLIJ)(JE FOR 8ENEFIT OF JULIA E STOLZ, ET AL: CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-0 1-06i\4
CERTIFICA TE OF SERVICE OF ORDER
OJ~f)1 R D.\TL
06-2 I -06
.Jl DCI 'S INITIALS J.W.O. JR.
Tl.vl/- SIAMI' DATE: 06-22-06
1'\ RI
ORDER OF COURT
""""""""""""""""""""""""""""""".""" """""""""""'" """"
SERViCE TO:
J)E8RA K. "VALLET, ESQ.: ROBERT G. FREY, ESQ.: R. MARK THOMAS, ESQ.
!'\!llIllOllOF MAILING:
ENVELOPES PROVIDED 8Y:
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\llAIU'.D: (16-22-06
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SERVICE TO:
\llJ1IOD OF MAILING:
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so that we can return the card to you.
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or on the front if space permits.
1. Article Addressed to:
SENDER: COMPLETE THIS SECTION
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(Transfer from service labeQ
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