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HomeMy WebLinkAbout05-25-05 (2) INRE: MILDRED J. GERBER TRUST UNDER AGREEMENT DATED DECEMBER 19, 1997 : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ';?", : ORPHANS' COURT DIVISION CO 'if, G 9. '2'~ "'" .)oJ. .... .~ : NO. 21-2002-0540"".:2: <0 ;, ",::,:~,;~:). (.FI INRE: FRED E. GERBER, SR. TRUST UNDER AGREEMENT DATED JULY 29, 1994 : NO. 21-1998-0195 /'~ (j ;\, -0 ~ -- .' ',jr ;;:- ...0 ORDER OF COURT AND NOW, thil ~ day of , 2005 upon consideration of the Petition to Extend Discovery, it is hereby ordered as llows: 1. Accountant shall provide the following documents to the Objector prior to June 20, 2005: A. Copies of Margin Account Agreements with Charles Schwab. B. Billable hours of all counsel listed as payees in all of the Accounts filed to date. C. Copies of Notes evidencing loans to family members. D. Consents of all beneficiaries to distributions/loans to beneficiaries. E. Income/expenses ledgers for Baltimore property. F. Any and all documents evidencing the sale of the Baltimore property (sales agreement, HUD-l, etc.) G. All investment company documents not previously provided where Trust assets were invested (Salomon Brothers, Equiserve, municipal funds/accounts, Nuveen, etc.) Vi 2. Leave is hereby granted to Jacqueline M. Verney, Esquire, Objector to designate an expert witness following close of discovery. t~ William A. Duncan, Esquire Auditor 5/7--~ 0 5 ~ltc() To ~ KI~l> CkuJP, [SO,) ~RjL~I\j GERB~) Wm,A.DlA1JclW, ESQ'l ANtJAtQ\1at~E rvL. V~E~/t:S~. VIA-- ~S EN V~Kf)'~\ Dr:1) B \.{ -TACD-uE:1J!\JE:. m . VtRN. E- \4 E..SD.. Vt, vi.-.