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Home My WebLink About95-05118 4 ELIZABETH J. BAKER, PHYLLIS L. MARKS, C. EDWARD OWENS and GEORGE K. OWENS, Executors of the Estate of Gladys R. owens, Deceased plaintiffs IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 95-5118 CIVIL ACTION - LAW v. LEE F. VANASDLEN, Defendant STIPULATION AND NOW, this 29th day of November, 1995, it is hereby stipulated and agreed that the plaintiffs may enter judgment against the defendant in the amount of $1,000.00 plus costs. FOWLER, ADDAMS, SHUGHART & RUNDLE BY::'~~ supreme Court 1.0. No.06265 28 south pitt street P.O. Box 208 carlisle, PA 17013 (717) 249-8300 Attorneys for plaintiffs DOUGLAS, DOUGLAS & DOUGLAS By: '...j ~. W 11 am P. Douglas 27 West High street P.O. Box 261 carlisle, PA 17013 Attorneys for Defendant -I . ELIZABETH J. BAKER, PHYLLIS L. HARKS, C. EDWARD OWENS and GEORGE K. OWENS, Executors of the Estate of Gladys R. Owens, Deceased plaintiffs : IN TilE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 95-5118 : CIVIL ACTION - LAW v. LEE F. VANASDLEN, Defondant STIPULATION AND NOW, this 29th day of November, 1995, it is hereby stipulated and agreed that the plaintiffs may enter judgment against the defendant in the amount of $1,000.00 plus costs. FOWLER, ADDAMS, SHUGHART & RUNDLE ~' .~ By: ~. . , . W 11 . Ad ams supreme Court 1.0. No.06265 28 South pitt Street P.O. 80x 208 Carlisle, PA 17013 (717) 249-8300 Attorneys for Plaintiffs DOUGLAS, DOUGLAS & DOUGLAS By: \ Q. W ll1am P. Douglas 27 West High street P.O. Bcx 261 Carl~sle, PA 17013 Atturneys for Defendant V') ,n .... I'-> 0:;0 l":; " <..D w &: S;;-- :JI: , - ~ -~ ;;I' ~~ - U> c..n ~#6(/, (~ - I'll:,. , J ,-_.~- PROOF OF SERVICE OF NOTICE OF APPEAL AND RULE TO FILE COMPLAINT (This prool 01 s",v;ea MUSI IJl IIUIJ WIT/III1 FIVE ('I) (JAYS AF7Ui ',linll /lIe 1I0/,eu 01 uppeal. Chock B.opllcalJle boxes) COM_A1~' PINNSYLVANIA ,I I COUNTY Of' ..-c>'\ ,~_:.. "- AFFIDAVIT: :' I , I huruby ~WCIJr or olfinll lhnl I ~,OJ'II~d .. ...---/ '--S f [J......<((opy of lhtJ Notl(l~ d ^pp'l~lI, C.,lnn"," Plum. ~.lll ,{I..::J_~_ II __. _ __ __, upon lho OI,lrlcl Jv~'kft dOllgnoled theroln on (df1tO of sf]l..,i~O. ._d__ ,",-r-~). 7. -?~_. 19______. I l:;)I'I! ~'If~~:~ 14~_~_(.__ ~Cf'rllfled) (reglsloreu) toall. &end,o,O"" rlltcipl f:,llO~I')d 111"'7': I:, lln~l..~U..L'J1 lIm uppdh,(!, (l;;j/m'J-~ !t-"::Ll4- ~.. -- - --.-. ____"t;..2.7_ ,.19'1::. .." I by pc",,,,,,I'.,,,,"" !~!. ,."if'nu) 1"""".,",1) ,",oil, ,."do,', r.culpl olloched heroto. und furdwf thnl I 'j(zr'lud 1110 Rulu 11) fi:" II (orHplnlnl m:cOlf\p'lll'(ln!] Iho ubovu NQlitO of Appocil~upon the appell.e(a) 10 who ; I ~ui~'''~~~Jd!Jtitd _" . .., ' 7/)::7, ._,. ,,_'. l'I'le 0 hy PO,,""'" ,o,ylco Gl-tsY'(c.rllflodl (,egl,terod) moi . lender's recctpl nl10chad h~It~!o. "._", "'.__d.:.. ..,. D ~, SWORN (A, MID) AN~,=UB~mED SHORE,., ME 'IIi THIS-<2.1_DAYOF~-,,-._--u,. 19/.,C (~.A-~ () --/___ SlgnIhII' 01 olllCMl 00/010 W'lom Itf'Kltilf'/ .,,~r r SlQMtUf' 01 .HlIUft Tm.cI_ Nrf commlaalon allpite . NolaI1aI sOot ~J'1IJ M. Cox~ P\.tiC Call'" Boro, CUlTtJ.lfl,.1d OWlY Myt.ommlssiOf1E,,",esJuIy 14. 1997 " '. , . "tA.9..;.&", .{;b ~ ~ e- v, 'n \~ -0 '" <: ~ ~ 1 ............ .r. 1'] , ~ . ..~~ ._', , ::;L ,,' o' on f' ~. . " LI1 ~ 6 (Th/"i plOof of ~;Pr\'I\,.t' '.ng,! iJ f II I (l \',:I/I{!tI I/\'/ ("I p" ,','-: Af f/ 1/ "lln,; "'H, n,'/Ii.'U of dPJ)(]iJ/. 010ck ilfW/ic;Jtllo tJOX(ls) PROOF OF SERVICE Of NOTICE OF APPEAL AND RULE TO FILE COMPLAINT ...._~--..._------------- COMMOIIWEALTH OF PENNSYlVANIA COUHTYOf ______________..: U AFFIDAVIT: I htHllby h'J("H or nfill!!l lhllt I ',t~f."e" ]'i upon thu Di!llricl Ju!ollco dO!llgnolod therein on ~ I I" 1;1~',i,,;d".lllr\I(I~ lJ by (cOIllficd) (,ogiiIOrlJd) mall. sonder's ...,_..___________________...____.___1 on i'l i. ,,/!!hed) (Ii'qi~rnru.:l) lllull. scndfH') tuculpllll!OCIlOd twroto. o " tOpy IJlllw Nll1" II ,oj Allp",d. ( Id;~'(l of :,!:!lli,tL 'I,'''-.'d 1'1..,:', 'L ff!OHpl fI"(Hhf~" ll<~fl.'r), o,ld "p"" 'i". dr,!".t1'~t!, l';,il!;,j \'~ I I ,::;;.'1~4i,~ t IHHll Ihll f..!\jll' . I, ~ld\j!l\\' t:d.' I Inti, '!it.r.du,:. fl'~'.lpl u'lol h..d h'''( llJ I."'" 1"11 "'"r,' I..,' " f'L...q.I'llld ," 'j '\;,. .,\;Ih/' 'JuJ" (' ot Apponl Uptlll 1"0 oppollon(s) 10 )1 ,'FfH".;nnI5Uf....iW [J by (tlllhfindl (wgislfHCd) SWORN lHIS (AFflRMHlI ,'ND DAY 01 5UllSCPI(lr,D B\ltWt M( Ie) --,,----.-.---.-" SIgMture 01 alflant SlgndlWe 0' oll/eMI t",il~;';: ;\-;;, .,fh',j\ ' ".,' ,,',' ,me oIofflclltl My commlulon tt'llpi'c\ UIl____.__.______. IY..... .' " ELIZABETH J. BAKER, PHYLLIS L. MARKS, C. EDWARD OWENS and GEORGE K. OWENS, Executors of the Estate of Gladys R. owens, Deceased plaintiffs IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 95-5118 CIVIL ACTION - LAW v. LEE F. VANASDLEN, Defendant NOTICE You have been sued in court. If you wish to defend against the claims set forth in the following pages, you must take action within twenty (20) days after this Complaint and Notice are served, by entering a written appearance personally or by attorney and filing in writing with the court your defenses or objections to the claims set forth against you. You are warned that if you fail to do so, the case may proceed without you and a judgment may be entered against you by the court without further notice for any money claimed in the Complaint or for any other claim or relief requested by the plaintiff. You may lose money or property or other rights important to you. YOU SHOULD TAKE THIS PAPER TO A LAWYER AT ONCE. NOT HAVE A LAWYER OR CANNOT AFFORD ONE, GO TO OR THE OFFICE SET FORTH BELOW ~o FIND OUR WHERE YOU LEGAL HELP. IF YOU DO TELEPHONE CAN GET Court Administrator Fourth Floor cumberland county Courthouse carlisle, PA 17013 Telephone: (717) 240-6200 ELIZABETH J. BAKER, PHYLLIS L. MARKS, C. EDWARD OWENS and GEORGE K. OWENS, Executors of the Estate of Gladys R. owens, Deceased plaintiffs : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA NO. 95-5118 CIVIL ACTION - LAW v. LEE F. VANASDLEN, Defendant COMPLAINT AND NOW, come the plaintiffs, Elizabeth J. Baker, Phyllis L. Marks, C. Edward Owens and George K. Owens, by their attorneys, Fowler, Addams, Shughart & Rundle, and make the f.ollowing complaint: 1. The plaintiffs are Elizabeth J. Baker, Phyllis L. MarkS, C. Edward Owens and George K. owens, c/o Elizabeth J. Baker, an adult individual residing at 20 Walnut street, Boiling Springs, cumberland county, PA 17007. 2. The defendant is Lee F. Vanasdlen, an adult individual residing at 16 Hill Road, Carlisle, cumberland county, PA 17013. 3. The plaintiffs bring this action as Executors of the Estate of Gladys R. Owens, deceased. 4. Gladys R. Owens died on October 18, 1994, and the plaintiffs were appointed as Executors of her Estate in the Court of Common Pleas of cumberland county, pennsylvania to Estate No. 21-94-897 5. The defendant is a public accountant who was paid $100.00 by the Estate of clarence L. Owens, deceased to prepare fiduciary income tax returns upon his representation that he was competent and capable of preparing said fiduciary income tax returns. 6. The defendant was instructed by legal counsel for the Clarence L. Owens Estate to prepare one fiduciary tax return to create only one fiscal year for the Estate covering the period from his death 011 June 1, 1993 through May 31, 1994. 7. Gladys R. Owens was the Executrix and sole beneficiary of the Estate of Clarence L. Owens, administered in the Court of Common Pleas of Cumberland County, Pennsylvania to Estate No. 21-93-522. 8. contrary to the instructions, the defendant prepared and filed a fiduciary income tax return for the period from June 1, 1993 through December 31, 1993, thereby also creating two tax years and also inaccurately reported income between the fiduciary tax return and the final personal tax returns for Mr. and Mrs. Owens. Defendant failed to provide a copy of the return to legal counsel for the Estate of Clarence L. Owens 9. Believing Defendant prepared the returns as directed and agreed, the Clarence L. Owens Estate was distributed to Gladys R. Owens in June, 1994. Gladys R. Owens and legal counsel first learned of Defendant's negligence as a result of a notice from the IRS received in August, 1994. 10. The Clarence L. Owens Estate was unable to amend the fiduciary tax return. Gladys R. owens, as beneficiary of the