HomeMy WebLinkAbout07-13-05
Joanne E. Book, Esquire
Attorney 1.D. No. 82028
Heather Zink Kelly
Attorney 1.D. No. 86291
RHOADS & SINON LLP
One South Market Square, 12th Floor
P.O. Box 1146
Harrisburg, PA 17108-1146
(717) 233-5731
Attorneys for PNC Bank, N.A.
ReORDED OFFiCE OF
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CLERK OF
ORPHAN'S COURT
CUMBERVND CO. F,\
INRE:
MILDRED J. GERBER TRUST
UNDER AGREEMENT DATED
DECEMBER 19, 1997
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-2002-0540
IN RE: FRED E. GERBER TRUST
UNDER AGREEMENT, dated
July 29, 1994
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY
COMMONWEALTH OF PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-1998-0195
ANSWER AND NEW MATTER OF PNC BANK. N.A.. TO THE FOLLOWING
PETITIONS OF MARILYN J. GERBER:
PETITION FOR THE EMERGENCY REMOVAL OF FREDERICK E. GERBER, II AS
TRUSTEE OF THE FRED E. GERBER, SR. TRUST, AND EXECUTOR OF THE
MILDRED J. GERBER ESTATE AND
PETITION TO FREEZE THE ASSETS OF THE MILDRED J. GERBER TRUST AND
THE FRED E. GERBER, SR. TRUST, THE MILDRED J. GERBER ESTATE
PETITION TO APPOINT AN IMPARTIAL INDEPENDENT FORENSIC CPA
ACCOUNTANT TO MAKE A COMPLETE REPORT OF THE ACCOUNTING OF THE
ABOVE STATED TRUSTS
PETITION TO DENY PNC BANK'S REQUEST OF RESIGNATION AND IMPOSE
UPON THEM THEIR FIDUCIARY RESPONSIBILITY TO ARGUE THEIR
OBJECTIONS ON THE ABOVE STATED TRUSTS AS THEY FILED THEM IN
AUGUST 2002
PETITION IN THE EVENT OF THIS COURT'S DENIAL TO REMOVE FREDERICK
E. GERBER, II, A REQUEST FOR A COMPLETE MEDICAL PSYCHIATRIC
EVALUATION OF FREDERICK E. GERBER, II FOR COMPETENCE TO ACT AS AN
EXECUTOR AND TRUSTEE
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NOW COMES, PNC Bank, N.A. (hereinafter "PNC"), Trustee of the Mildred J. Gerber
Trust under Agreement dated December 19, 1997, by and through counsel, Rhoads & Sinon
LLP, and files this Answer and New Matter to the above Petitions of Marilyn Gerber, as follows:
I. Admitted.
2. Admitted.
3. Admitted.
4. Admitted.
5. Admitted.
6. Admitted.
7. Denied. PNC is without sufficient information to form a responsive pleading to
the allegations contained in Paragraph 7. The same are therefore denied.
8. Denied. PNC is without sufficient information to form a responsive pleading to
the allegations contained in Paragraph 8. The same are therefore denied.
9. Denied. PNC is without sufficient information to form a responsive pleading to
the allegations contained in Paragraph 9. The same are therefore denied.
10. Denied. PNC is without sufficient information to form a responsive pleading to
the allegations contained in Paragraph 10. The same are therefore denied.
II. Denied. Paragraph 11 violates Pa. R. Civ. P. 206.l(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 11. The same are therefore denied.
12. Admitted.
13. Admitted.
14. Denied.
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15. Denied.
16. Denied.
17. Denied.
18. The allegations of Paragraph 18 constitute legal conclusions to which no response
is required. To the extent a response is deemed appropriate, the same are denied.
19. The allegations of Paragraph 19 constitute legal conclusions to which no response
is required. To the extent a response is deemed appropriate, the same are denied.
20. Admitted.
21. Admitted.
22. Admitted in part and denied in part. It is admitted that PNC was not surcharged
and in fact PNC's Accounts of the Guardianship Estate of Mildred J. Gerber and the Trust of
Mildred J. Gerber were approved in their entirety. The remaining allegations of Paragraph 22
are denied.
23. Admitted in part and denied in part. It is admitted that PNC has filed additional
Accounts of the Guardianship Estate of Mildred J. Gerber and the Trust of Mildred J. Gerber.
The remaining allegations of Paragraph 23 are denied.
24. Denied.
25. Denied. Paragraph 25 violates Pa. R. Civ. P. 206.I(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 25. The same are therefore denied.
26. Denied. Paragraph 26 violates Pa. R. Civ. P. 206.1(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 26. The same are therefore denied.
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27. Denied. Paragraph 27 violates Pa. R Civ. P. 206.1(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 27. The same are therefore denied.
28. Denied. Paragraph 28 violates Pa. R Civ. P. 206.1(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 28. The same are therefore denied.
29. Admitted.
30. Admitted in part and denied in part. It is admitted effective upon the confirmation
of its Second and Final Account of the Mildred J. Gerber Trust, that PNC resigned as Trustee in
accordance with Paragraph 13 of the Trust and appointed Colonel Fred E. Gerber, II, as
Successor Trustee in accordance with Paragraph l4(b) of the Trust. The remaining allegations of
Paragraph 30 are denied.
31. Denied. Paragraph 31 violates Pa. R. Civ. P. 206.1(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 31. The same are therefore denied.
32. Denied. Paragraph 32 violates Pa. R. Civ. P. 206.1(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 32. The same are therefore denied.
33. Denied.
34. Denied.
35. Denied.
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36. Denied. Paragraph 36 violates Pa. R. Civ. P. 206.I(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 36. The same are therefore denied.
37. Denied. Paragraph 37 violates Pa. R. Civ. P. 206.I(c) in that in contains more
than one material allegation. It is not possible for PNC to form a responsive pleading to the
numerous allegations contained in Paragraph 37. The same are therefore denied.
38. The allegations of Paragraph 38 constitute legal conclusions to which no response
is required. To the extent a response is deemed appropriate, the same are denied.
39. The allegations of Paragraph 39 constitute legal conclusions to which no response
is required. To the extent a response is deemed appropriate, the same are denied.
NEW MATTER
40. The Petition filed by Marilyn J. Gerber ("Ms. Gerber'') fails in numerous respects
to comply with the Pennsylvania Rules of Civil Procedure and as such should be dismissed.
41. Ms. Gerber has filed substantially similar Petitions in the past which have been
dismissed by this Court, and requested similar relief which has not been granted by this Court.
42. Ms. Gerber's claims are barred by res judicata and/or collateral estoppel.
43. Ms. Gerber's claims are barred by laches.
44. Ms. Gerber has failed to state a claim upon which relief can be granted.
45. Ms. Gerber's claims are barred, in whole or in part, by the doctrines of waiver
and/or estoppel.
46. Ms. Gerber's claims are barred, in whole or in part, by the doctrine of unclean
hands.
47. Ms. Gerber's damages, if any, are caused by her failure to mitigate.
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48. In the event that Ms. Gerber has suffered damages or loss, which is denied, such
damages or loss were caused, in whole or in part, by the actions of Ms. Gerber.
49. In the event that Ms. Gerber has suffered damages or loss, which is denied, such
damages or loss were caused, in whole or in part, by the acts of third parties, over whom PNC
had no control.
WHEREFORE, PNC Bank, N.A., respectfully requests that this Court deny the Petition
of Marilyn J. Gerber in its entirety.
Respectfully submitted,
RHOADS & SINON LLP
By:
e E. Book
ather Zink Kelly
e South Market Square
P. O. Box 1146
Harrisburg, P A 171 08-1146
(717) 233-5731
Attorneys for PNC BANK, N.A.
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-JUL-13-2005 08'12
PNC BANK
717 730 2254 P.02/02
VERIFICATION
David A. Brown, deposes and says, subject to the penalties of 18 Pa. C.S. ~4904 relating
to unsworn falsification to authnrities, that he is the Vice President of PNC Bank, N.A., that he
makes this verification by its authority and that the facts set forth in the forgoing Answer and
New Matter of PNC Bank, N.A. are true and correct to the best of his knowledge, information
and belief.
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~
David A. Brown
Date
TOTAL P.02
CERTIFICATE OF SERVICE
I hereby certify that on July 13, 2005, a true and correct copy of the Answer and New
Matter ofPNC Bank, N.A. served by U.S. mail, certified, return receipt requested, upon the
following:
Marilyn J. Gerber
717 Market Street, #317
Lemoyne, PA 17043
and by U.s. mail, first class, postage pre-paid, upon the following:
Jacqueline M. Verney, Esquire
44 S. Hanover Street
Carlisle, PA 17013
Richard C. Rupp, Esquire
Rupp and Meikle
335 North 21st Street, Suite 205
Camp HilI, PA 17011
William A. Duncan, Esquire
Duncan, Hartman & Douglas, P.c.
One Irvine Row
Carlisle, P A 17013
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fharmon Whitson
516513.1