HomeMy WebLinkAbout10-01-12(-•.:`
~~~ ~~ ~M7~~1
..' p C] =~ " ~~
~ ~ ~-; ,
rn 7... ' I -'-~ t - ~~.'
David A. Mills, Esquire PA 37192 ~-~_~ ~~ r~ ^ ~-r
BLAKEY, POST, BUPP & BAUSCH, LLP ~;. ~~'_ ---
17East Market Street ~ ~,~:: - -~ ~ -~
York, PA 17401 ~ ==`' ~'° ._ ..,.}
(717) 845-3674 =-~ •• ~..n c
Attorneys for Petitioner, Darlene J. Skoloda ~ ~
IN RE: : IN THE COURT OF COMMON PLEAS OF
:CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
MARY ELEANOR JOHNS a/k/a
MARY E. JOHNS a/k/a
MARY JOHNS a/k/a
ELEANOR JOHNS a/k/a
ELEANOR M. JOHNS,
Late of Upper Allen Township,
Deceased
ORPHANS' COURT DIVISION
No. 21-11-0851
CERTIFICATE PREREQUISITE TO SERVICE OF A SUBPOENA
PURSUANT TO RULE 4009.22
As a prerequisite to service of a subpoena for documents and things pursuant to Rule
4009.22, David A. Mills, Esquire certifies that:
(1) a notice of intent to serve the subpoena with a copy of the subpoena attached
thereto was mailed or delivered to each party at least twenty (20) days prior to the
date on which the subpoena is sought to be served;
(2) a copy of the notice of intent, including the proposed subpoena, is attached to this
certificate;
(3) no objection to the subpoena has been received; and
(4) the subpoena which will be served is identical to the subpoena which is attached
to the notice of intent to serve the subpoena.
B~AI~EY, POST, Bi'P & BAUSCH, LLP
,, ;
Date: ~ ~~ ~,~---'~.~-~~ ~ l._ x~c~1~ „2
l
,`..J
David A.'Mills, Es ire
Attorney for Petitioner, Darlene J. Skoloda
~~
Da~rid ~ . ~~1i11s, Esquire UA ~ ~ 192
BL uT~Y, YOST; BLIP ~ RA;,~SCH, LLP
17 East 1`~Iarket Street
Yorlc. P ~ . ;'~~~?
~ttvY~'Ic?"ySe[tli' D2s`Z~~~Ji[2~° ~~Cci''i~z'12 - ~ ~5'/ki~~~li~r~
~T
Ii~T THE CO~,~T OF CONIl1~'IO~`1 FLEAS Op`
C,)1V~ERLANL t:0'IJ1~7;'Y; PE~ri`dSY'L ~~'AI~~I A
ESTATE OF
lUI1~~Y F.L.F _~~TOR JOHT~ S ~ %'k./a
i~`' Y E. JOIII~ S a'k/a : flRPH~'~~TS' ifl'IJRT DIVISIfl~ T
ELEANOR JOHNS ask,/a
Late of Upper Allen To~~~nship,
Deceased : No: 21-11-OS51
NOTICE OF INTENT TO SERVE A SUBPOENA TO PRODUCE DOCUlViEiv'TS
AND THINGS FOR DISCOVERY PURSUANT TO RULE 409.21
Plaintiff intends tc serve a subpoena identical to the one that is attached to t'nis notice.
You IIaJZ Twenty (2~) days uom the date listed bc10W In W uC~'i t0 liie of record a11d selve Upon
the undersigned an objection to the subpoena. If no objection is made, the subpoena Ir~ay be
served.
/~~
1
Dated: ~'~ u
Respectfully,
IILAI~EY, ~'OST, BUPA ~ BAUSCH, LLP
Iid A. l~~I~ls, ~cs~'ir~ IAA X7192
1? East ?~~arket Stree~ ~----
Yerk.1'A 17'4J1
l-~tiorneys for Petitioner, Darlene Sicoloda
-•~T ntrr~~mLT /'~~ D i. r[r~rTS7AATTA
G~~VtIVit~~~ VY!',•L-i.i~:~ 31 ~Ji' .4 ~l~~t~,7 1 L V 111V1.t?
COtJ~Ir:TY +QF CU?~:~~l~.LANl~
.1.L 1 L 4J • ~iCiLL Vbi
:~~ 8~~~ ~~ a;~t/a ti E. ~~ aj~/a
1/~
1"lly ~V.
~UBp~EN~ T~ ~'~~i3l3tT~E ~t~~'~Ti~1T~ OR T~JCi+i ~~
~ClR ~I~~~'~~P~ ~'~,~,.5~ ~ n~~niT 'T'~ ~J~:F. ~~J~9.22
TQ: Crosswalk Wealth Management GrOUD, LLC, 108 West t~iain St. ,
(Name cf Ferson or Entit-y) 5 i ~' a s D ~: r g ; ~ ~= i ~ ~ ! '~
`IVithin to-~enty (Z0- days after service c-f this subpoena, you are ordered by the court to produce the
follo~*-.ng dect~r.?e~:ts nr t-~args
~~~ Attat,l'i~e~t t~ tic ~11~~u~rla.
at 17 East Market Street, Y~r k, PA 17401
----- --------- - - (Acitlte~s i
You may deliver or mail legible copies of the documents or produce things requested by this
subpoena, together with the certificate of compliance, to the party making this request at the address listed
above. You have the right to seek in advance the reasonable cost of preparing the copies or producing the
things sought.
ii you fail to produce the documents or things required by this subpoena within twenty (2G) days
after its service, the parry serving this subpoena may seek a court order compelling you to comply with it.
`CRIB Sli~~OENA Y'VhS ISSUE%s AT THE REi~tJEST CiF TiiE FOi.LOVVING PERSON:
NAME: David fUiiis, Esquire
A_L~LtiRESS: 1? East ~1!arket Street
Yori~, PA 1? :C1
TELEFFiO NE: 71'r -54~-374
~i 1p~ F.1~1L. Cf~~ 1R?' i'J ~r X7192
ATTORNEY FOR: Petitioner, Darleoe Skoioda
i2Y THE CC3Jtt.T:
Oc:~:
Date:
Seai of tllc Court
'c'~e~,l3tei of ~'iilsiClerk of the Orphans'
Deputy
Da:Tid A. i!~Iills, Es:l~:ire PA 3 7192
~LAT~E~', YDST, B ~T1'P ~ RAIJSCI~, LLP
1'~ East r.,I~ket Street
Fork, PA 17 ~U z
fiiit~j`iZ~VS tub ~~iZiGYcI" ~~i"~r~3i8.1._ J~n'OlQdc~ ~_
TAI l~E:
. ~„-, QF
EST y ~ .~ {T~ cy //~~R T{-y~iv7(s`~ ~} //~~`
~1~~\ 1' LLEAI~T V i ` J Qy jl , / a,iJ 1~/ a
Mu~ZY E. JDI~?~S s./k!a
~,zAR~ JDI~i~TS ~'k;'a
ELE~~h~~R JDHI`ZS ai'~ia
~; I aE~1.N (~:~ lvl. JOHItii S,
T -atP ~'~ ~ ipp~r !~~ [~l1 Townsl?~p,
Deceased
~, T1iE CDj ~T ~ H rt~I~~t1~~DN P.LE AS OF
: ~,Tu'i~~ERLASVTD CDTiJ~1TY,1~'El`v'1`~S'Yi.,VAr~'IA
: O~PI~LANS' LOUR T DI~1ISiO1V
: ~,To. 21-11-0851
ATTr~i ~fii~~ +.~"~' T i~ ST T~Pt~~,~TA
TC~: Crossvralk Wealth ~Manage~~ent group, LLC
108 "Jest Main Street
Strasburg, PA 17579
And br~rlg with yo=, the follo;~ring doc=.~r~~ents ar~d t?~.ings related to the following
individual:
Name: Mary Eleanor Johns, alk,/a Mar}~ E. Yo1rrs a!~'a Mary Johns a/k/a
Eleanor Johns a/k/a Eleanor M. Johns
Address: 81~ Flintlock Ridge Road, lvlechanicsburg, PA 17055
Date of Birth: December 12, 1920
Date of Death: July 23, 20 i 1
Social Security ?`~To.: 17=!!-16-2~3~
Includi:~b:
1. All records of tre ser<.~ices of investn~.ent rnanagement, f~nar~cial planning,
tax plar~irtg, and risk managen~.ent through insurance or otherwise;
2, A'1 correspondence frerr. Ord tc, the aforesaid individual incl=din; bibs
and payments;
3. E~11 organizational. papers and docume~~ts cc~ilsdertd in tree prepasatiurs of
U.S. Individual "income Tax Returns for 1008, 2JU9, ZU10 and 2011;
4. All Lather docu~menis and ti~ings chat are evidence of the following:
a. medical ar~d dental cx~er~ses;
~. Fitts to chanty;
c. lifts tc perscns or vi-titiv~ ot~:er tha.r c~l~u:ifies;
n. c~fP ~'tPp~~ifi ~ipx;
e, rcords froth Jar~ncy 1`.~ontgorr~ery S:,ott
f. records from ~'rarles Sch~~~h;
~: retrrc~s from F~ ~~1 ~ an~i ~~iv~i ;
'r,. re7tts received:
~. .yll appl~cat?ons for ser=:~ice;
~. ~'~ll fcrs~ls for the taxpayer to corrpleie;
7. _~.ll ~ctcs and ~err~oranda. nrerarel fdr alt ser<~ice> to the person vvl~ose
~~~Pa.lth you managed;
8. still beneficiary desigr~aticr~s on financial assets;.
9. till a.adiotapes and rzcordings, emails, aril other forns of coml-~r~ur~icatior~
recorded or otherwise prese~%ed on ~ nancial transactions;
i ~. A ll_ powers, or other authorizing documentation, by wi~ich actit~ns were
ta'K ~?i or were a~thonz~d on behalf n f ~,i~y l11_ea~~or ~ol:ns: