HomeMy WebLinkAbout08-26-10George F. Dixon, Deceased
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVAI~TIA
ORPHANS' COURT DIVISIQN
NO 21-1994-0754
AND NOW this 26th day of August, 2010, notice is hereby given that the Clerk of Orplha~s' Court has
transmitted the record on appeal to the Superior Court of Pennsylvania. Pursuant to Rule 1931 Qd) pf the Pennsylvania
Rules of Appellate Procedure a list of the record documents is attached to this notice.
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11495808262010 Cumberland County - Orphans Court Pagge 1
ORC621 8/26j2010
Case No 1994-00754
Case Name: DIXON GEORGE F Age
Docket Entries
Filed
6/01/94 1 INHERITANCE TAX PYMT POSTMARKED 5j25j94 $43800.00 MAD~,E BY HENRY W
RHOADS
CAJ
8j26/94 2 REV 1737 NON RESIDENT DECEDENT SCHEDULE A PART 1 RE.~1L'PROPERTY
SITUATED IN PA
CAJ
8/26/94 3 REV-537 NOTICE OF NONRE5IDENT INHERITANCE TAX APPRA~S$MENT
1Oj25/95 4 EXEMPLIFICATION OF RECORD
1/30j09 5 FIRST AND FINAL AC~OUNT WITH SCHEDULE OF PROPOSED D$S~'RIBUTION
PETITION FOR ADJUD STATEMENT OF PROPOSED DISTRIBUTION±TRUST
WSZ
2/27/09 6 OBJECTIONS/EXCEPTIONS TO ACCOUNT
MW
2/27/09 7 OBJECTIONS OF MARSHALL L DIXON TNDIVIDUALLY TO FIRS FINAL
ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF FACTURERS
AND TRADERS TRUST COMPANY SUCCESSOR TO ALLFIRST TRU T COMPANY OF
PA NA SUCCESSOR TO DAUPHIN DEPOSIT BANK AND TRUST C M1~ANY RICHARD
E DIXON AND GEORGE F DIXON III CO TRUSTEES
JAN
2j27/09 8 OBJECTIONS TO THE STATEMENT OF PROPOSED DISTRIBUTION C}F THE QTIP
J
RU
ST UNDER AGREEMENT OF GEORGE F DIXON JR
A
N
3/05/09 9 ORDER OF COURT DATED 03 03L09 IN RE APPOINTMENT OF ITOR WITH
RESPECT TO THE FIRST FIINAL ACCOUNT OF MANUFACT E S AND
TRADERS TRUST COMPANY SUCCESSOR TO ALLFIRST TRUST C Y OF PA NA
SUCCESSOR TO DAUPHIN DEPOSIT
BANK AND TRUS
T C
OMPANY I CHARD E
S
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THE
OBJECTIONS
FI
02 27/09 BY DANIEL L SULLIVAN ESQQ OIIL~ BEHALF OF OBJEC E
O O
MARSHALL L
DI ON THE OBJECTIONS FILED ON 02L27L09 BY ELIZABETH ~ LLAUGH ESQ
ON BEHALF OF MARSHALL L DIXON EXEECUUTTOR OF THE ESTATE' O {CONTINUED
3/05/09 10 CO TII1~~UUED- LOTTIE IVY DIXON AND OF THE OBJECTIONS FI E ON
02~27j09 BY IVO V OTTO III ESQ OH BEHALF OF RICHARD IXON AND
GEORGEE F DIXON III AND IT APPEARING THAT THE APPOIN E T OF AN
AUDITOR WILL BE APPROPRIATE IN THIS MATTER WAYNE F S E ESQ IS
APPOINTED AUDITOR BY THE COURT J WESLEY OLER JR JUDG
11495808262010 Cumberland County - Orphans Court
ORC621
Case No 1994-00754
JAOPNIES MAILED 03/05/09
3/20/09 11 JAPNPOINTMENT OF AUDITOR-WAYNE F SHADE ESQUIRE
Pa8%26/2010
3/20/09 12 NOTICE TO PLEAD
ANSWER AND NEW MATTER OF CO TRUSTEES AND BENEFICIAR~E~ OF THE QTIP
TRUST TO OBJECTIONS OF MARSHALL L DIXON INDIVIDUALL O THE
ACCOUNT AND STATEMTNS OF PROPOSED DISTRIBUTION
AJW
3/20/09 13 ANSWER ANDPN~MATTER TO EXECUTOR'S OBJECTIONS TO F~R~T AND FINAL
ACCOUNT
AJW
4/06/09 14 J~E~PLY OF MARSHALL L DIXON INDIVIDUALLY TO NEW MATTE~t.
4/13/09 15 REPLY TO NEW MATTER BY MARSHALL L DIXON EXECUTOR OFTI~E ESTATE OF
LOTTIE IVY DIXON
JAN
4/23/09 16 PRAECIPE FOR WITHDRAWL AND ENTRY OF APPEARANCE
PRAECIPE TO WITHDRAW STANLEY A SMITH AS COUNSEL TO N~AI~UFACTURERS
AND TRADERS TRUST COMPANY
PRAECIPE FOR ENTRY OF APPEARANCE OF THOMAS A FRENCHIA~ COUNSEL TO
MANUFACTURERS AND TRADERS TRUST COMPANY
AJW
5/06/09 17 CO TRUSTEES' RESPONSE TO RULE TO SHOW CAUSE WHY THE ~iOITION FOR
ORDER SETTING SCHEDULE SHOULD NOT BE GRANTED
AJW
5/06/09 18 PETITION OF WAYNE F SHADE ESQUIRE FOR EXTENSION OF A~'PK7INTMENT AS
JAAUDITOR
5/11/09 19 ORDER OF COURT DATED 05/10/09 IN RE PETITION OF WAYN SHADE ES
FOR THE EXTENSION OF APPPOINNTMENT AS AUDITOR UPON CONI~7ERATION THE
PETITION IS CONFIRMED AND EXTENDED THROUGH 02/01/201
BY THE COURT J WESLEY OLER JR JUDGE i
JOANPIES MAILED 05/11/09
5/20/09 20 ORDER OF COURT DATED 05 18/09 IN RE MOTION FOR ORDER STING
SCHEDULE FOR DISCOVERY HEARING ON OBJECTIONS THI$ TTER IS
REFERRED TO THE AUDITOR WAYNE F SHADE ESQ FOR REVIEW'A'BRIEF
INTERIM REPORT AND RECOMMENDED ORDER
BY THE COURT J WESLEY OLER JR JUDGE
11495808262010 Cumberland County - Orphans Court Page 3
ORC621 8/26/2010
Case No 1994-00754
JOAPNIES MAILED 05/21/09
6/12/09 21 DIRECTIVE
AJW
8/24/09 22 PRAECIPE FOR WITHDRAWAL OF APPEA.R.ANCE OF THOMAS A F~JNE~SCH JILL E
G p
8/27/09 23 PRAECIPE FOR ENTRY OF APPEARANCE OF MARK D BRADSHAW~E QUIRE ON
ON BEHALF OF M&T TRUST COMPANY IN THE PLACE OF STAN~,E A SMITH ESQ
THOMAS A FRENCH ESQ AND JILL A NEARY ESQUIRE OF THE W FIRM OF
RHOADS AND SINON LLP
10/09/09 24 MOTION TO EXTEND DISCOVERY TIME
JAN
10/16/09 25 ORDER OF COURT DATED 10[15L09 IN RE MOTION TO EXTEN ISCOVERY
DEADLINE A RULE IS HEREBBY IISSUED UPON ALL INTERESTE ARTIES TO
SHOW CAUSE WHY THE RELIEF REQUESTED SHOULD NOT BE G TED RULE
RETURNABLE WITHIN 10 DAYS OF SERVICE THIS MATTER IS R FERRED TO
THE AUDITOR FOR A BRIEF INTERIM REPORT AND RECOMMENI~E ORDER BY
THE COURT J WESLEY OLER JR JUDGE
JAN
10/21/09 26 ANSWERS IN OPPOSITION TO MOTION TO EXTEND DISCOVERY DF~ADLINE FILED
BY MARSHALL DIXON INDIVIDUALLY AND AS EXECUTOR OF TIE ESTATE OF
LOTTIE IVY DIXON
JAN
10/23/09 27 INSTITUTIONAL TRUSTEE M&T BANKS RESPONSE TO RULE TO ~SHIOW CAUSE WHY
DISCOVERY DEADLINE SHOULD NOT BE EXTENDED
JAN
12/10/09 28 PETITION FOR GENERAL CONTINUANCE OF HEARING AND TO AA~~,,LpW MARTSON
LAW OFFICES TO WITHDRAW AS COUNSEL FOR GEORGE F DIXON !III AND
J~HARD E D I XON
12/14/09 29 PRAECIPE TO WITHDRAW APPEARANCE OF THE LAW FIRM OF M~,R'ICSON
DEARDORFF WILLIAMSS OTTO GILROY & FALLER
CAJ
12/14/09 30 ORDER DATED 12/11109 IN RE PETITION FOR GENERAL CONTt ANCE OF
HEARING AND TO ALLOW MARTSON LAW OFFICES TO WITHDRAWAA$ COUNSEL
GEORGE F DIXON III AND RICHARD E DIXON HEARINGS SCHE ED FOR
12 16 17, AND 18 2009 ARE CONTINUED THEY SHALL RETA N'~NEW LEGAL
CO SQL WITHIN 3b DAYS AND THEIR NEW ATTORNEY SHALL OI~ITACT THE
_ _ _ _ _- - _ ~_ _ _ _ .:- _ _ _ ~__._ __ _ __ __ I~_ L
NEARY AND THE LAW FIRM OF RHOADS & SINSON LLP AS CO EL TO
IMIAI~UFACTURERS & TRADERS TRUST CO RICHARD DIXON AND E RGE F DIXON
CAJ
11495808262010 Cumberland County - Orphans Court
ORC621
Case No 1994-00754
Pa8%26/2010
AUDITOR AND OTHER LEGAL COUNSEL MARTSON LAW OFFICES IS AUTHORIZED
TO W THDRAW AS LEGAL COUNSEL A PRE HEARING ONFERE C IS SET FOR
2L12~10 AT 1:30 PM THE HEARING IS SET FOR 2~2%%, 25 I 26 2009
JTTWESLEYAOLEROJR JPCOPIESEMAILEDEVIANUSPSTON512/155109BY THE COUCAJ
1/25/10 31 PRAECIPE FOR ENTRY OF APPEARANCE FILED BY PAUL HEINTZ'
WSZ
2/12/10 32 RESPONSE IN OPPOSITION TO PETITION TO APPOINT ADMIN~S'I'RATOR PRO
TEM FILED BY MARSHALL DIXON AS EXECUTOR OF THE ESTA E!OF LOTTIE
CAJ DIXON (WITH ORDER)
2/12/10 33 MPAEwITION FOR APPOINTMENT OF ADMINISTRATOR PRO TEM
2/16/10 34 ORDER OF COURT DATED 02/1610 IN RE PETITION FOR AP O NTMENT OF
ADMINISTRATOR PRO TEM FILE ON BEHALF OF GEORGE F D X N III AND
RICHARD E DIXON AND OF THE RESPONSE IN OPPOSITION T ETITION TO
APPOINT ADMINISTRATOR PRO TEM FILED BY MARSHALL DIX N'AS EXECUTOR
OF THE ESTATE OF LOTTIE IVY DIXON THE MATTER IS REF R ED TO THE
AUDITOR WAYNE F SHADE ESQ FOR A BRIEF INTERIM REPOR
RECOMMENDED ORDER PETITOINERS REQUEST FOR A STAY OF 'T E AUDITORS
PROCEEDINGS IN THE INTERIM IS DEFIED '
BY THE COURT J W~SL~Y OLER JR JUDE
COPIES MAILED 02 16 10 JAN
2/19/10 35 PETITION FOR SIXTY DAY CONTINUANCE OF AUDITORS HEARI,NC~
CAJ
2/22/10 36 WSZECTIVE FILED BY COURT APPOINTED AUDITOR
2/23/10 37 ORDER OF COURT DATED 02 23 10 IN RE DIRECTIVE UPON T E
RECOMMENDATION OF THE AUDITOR IN THE ATTACHED DIRECT V IS HEREBY
ENDORSED AS AN ORDER OF COURT THE PETITION FOR APPOINT ENT OF AN
ADMINISTRATOR PRO TEM IS DENIED AND THE PETITION FOR'A'CONTINUANCE
OF THE HEARINGS IS DENIED
BY THE COURT J W SL Y OLER JR JUDGE
JAONPIES MAILED 02~23~10
3/15/10 38 EXCEPTIONS TO ORDER OF COURT DATED 2L23/10 DENYING P~T~TIONERS FOR
CAJ INTMENT OF AN ADMINISTRATOR PRO ITEM
3/19/10 39 PETITION OF WAYNE F SHADE ESQUIRE FOR EXTENSION OF APPOINTMENT AS
AUDITOR
JAN
3/26/10 40 RESPONSE OF MARSHALL DIXON EXECUTOR OF THE ESTATE OF'LCbTTIE IVY
11495808262010 Cumberland County - Orphans Court Page 5
ORC621 $/26/2010
Case No 1994-00754
DIXON TO EXCEPTIONS TO ORDER OF COURT DATED 02/23/~O DENYING
PETITIONERS PETITION FOR APPOINTMENT OF AN ADMINIS'I'RAITOR PRO TEM
JAN '
3/30/10 41 ORDER OF COURT DATED 2L29L10 IN RE EXCEPTIONS TO ORD R OF COURT
DATED 2L23L10 DENYING PPETIITIONERS PETITION FOR APPOI ENT OF
ADMINISTTRATTOR PRO TEM WHICH APPEAR TO BE IN THE NA E OF A
MOTION FOR RECONSIDERATION AND WILL BE REGARDED AS U H THE MATTER
IS REFERRED TO THE AUDITOR WAYNE F SHADE FOR A BRIE TERIM REPORT
AND RECOMMENDED ORDE -BY THE COURT J WESLEY OLER J J COPIES
MAILED VIA USPS ON 330/10
JAN
4/01/10 42 AMENDED ORDER OF COURT DATED 03/31/10 IN RE THE PRI R'ORDER OF
COURT IN THIS MATTER DATED 02/29/10 IS HEREBY AMEND D, TO REFLECT
THE CORRECT DATE OF THE ORDER AS MARCH 29 2010 IN A L~OTHER
RESPECTS THE PRIOR ORDER OF COURT SHALL REMAIN IN F L~ FORCE AND
EFFECT
BY THE COURT J W SL Y OLER JR JUDGE
JAONPIES MAILED 04~01~10
4/06/10 43 SECOND INTERIM REPORT AND RECOMMENDATIONS
CAJ
4/09/10 44 PROPOSED FINDINGS OF FACT AND CONCLUSIONS OF LAW SU~M~TTED BY
CAORGE F DIXON III AND RICHARD E DIXON
4/12/10 45 ORDER OF COURT DATED 4/7110 IN RE SECOND INTERIM REPO T AND
RECOMMENDATIONS OF THE AUDITOR THE REOCOMMENDATIONS' E HEREBY
ENDORSED AS 0 ER OF COURT AND THE EXCEPTIONS TO T E ORDER OF
COURT DATED 2~23~10 DENYING THE PETITION FOR APPOINT E T OF AN
ADMINISTRATOR PRO TEM IN THE NATURE OF A MOTION FOR
RECONSIDERATION AND TREATED AS SUCH DISMISSED - Y THIS (COURT J
WESLEY OLER JR J COPIES MAILED VIA USPS ON 4/12B/10
CAJ
4/30/10 46 PROPOSED FINDINGS OF FACT AND CONCLUSIONS OF LAW OF ~iA~tSHALL DIXON
WSZCUTOR OF THE ESTATE OF LOTTIE IVY DIXON
5/13/10 47 NOTICE OF APPEAL
RE~UEST FOR TRANSCRIPTS
CE TIFICATE OF SERVICE
SAPTIFIED COPY OF DOCKET ENTRIES
NOTICE OF APPEAL SEMT UPS TO SUPERIOR COURT ON 05/13/2Q10
5/14/10 48 REPLY OF GEORGE F DIXON III AND RICHARD E DIXON TO P~.O OSED
CANJDINGS OF FACT AND CONCLUSIONS OF LAW OF MARSHALL I~I~ON
11495808262010 Cumberland County - Orphans Court Page 6
ORC621 8/26/2010
Case No 1994-00754
5/17/10 49 SEAPURN RECEIPT FROM SUPERIOR COURT RECEIVED ON 5/1T,/2'i,010
5/17/10 50 SUPERIOR COURT APPEAL DOCKET SHEET
DOCKET NO 818 MDA 2010
SAPORD DUE 7/12/2010
5/18/10 51 ORDER OF COURT DATED 05/17/10 IN RE NOTICE OF APPEA~ PPELLANT IS
DIRECTED PURSUANT TO PA RAP 19258 TO FILE OF RECORDiI THIS COURT
AND TO SERVE UPON THE UNDERSIGNED JUDGE A CONCISE S A EMENT OF
ERRORS COMPLAINED OF ON APPEAL NO LATER THAN 21 DAY FTER ENTRY
OF THIS ORDER ANY ISSUES NOT PROPERLY INCLUDED IN T E STATEMENT
TIMELY FILED AND SERVED PURSUANT TO THIS ORDER SHAL ~E DEEMED
WAIVED
BY THE COURT J W SL Y OLER JR JUDGE
JO~PIES MAILED 05~18~10
6/01/10 52 ESRQ SCRIPT OF PROCEEDINGS AUDITORS HEARING BEFORE WT~Y11~E F SHADE
JAN
6/08/10 53 WSZCISE STATEMENT OF MATTERS COMPLAINED OF ON APPEAh
8/19/10 54 OPINION PURSUANT TO PA RAP 1925 BY THE COURT J WESLE'~Y'IOLER JR
WJLSTDZGE COPIES MAILED 08/19/10
8/26/10 55 MAILED VIATURSPSMONT8~26/lOECORD AND SERVICE OF LIST ~IOF RECORDS
CAJ
In Re: George F. Dixon, Deceased
ORPHANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
NO. 21-94-0754
ORDER DATE:
JUDGE'S INITIALS:
TIME STAMP DATE:
CERTIFICATE OF SERVICE OF ORDER
IN ~; Notice of Transmittal of Record and Service of List of Documents
SERVICE TO: Kevin Kehner Kimberly Colonna Charlotte Dixon
Walter Cohen Mark Bradshaw Wayne Shade
Elizabeth Mullau~,h Daniel Sullivan
METHOD OF MAILING: ENVELOPES PROVIDED BY:
® USPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED: 8-26-10
SERVICE TO:
^ PETITIONER
^ JUDGE
® CLERK OF ORPHANS COURT
METHOD OF MAILING:
^ USPS
^ RRR
^ HAND DELIVERED
^ OTHER
MAILED:
ENVELOPES PROVIDED BY:
^ PETITIONER
^ JUDGE
^ CLERK OF ORPHANS COURT
i':. I
Deputy
Clerk of Orphans' Court