| Case ID: | 3563IV of 1939 | |
| Case Caption: | EDWARD W TAYLOR, INTERVIVOS TRUST | |
| Filing Date: | Monday , May 03rd, 1993 | |
| Location: | CH - CITY HALL | |
| Case Type: | IV - INTER VIVOS TRUST | |
| Status: | ODOPN - OPINION FILED/236 NOTICE GIVEN |
| Event | Date/Time | Room | Location | Judge |
|---|---|---|---|---|
| CONFERENCE |
06-NOV-2013
10:00 AM | CITY HALL | CHAMBERS ROOM 300 | HERRON, JOHN W |
| Seq # | Assoc | Expn Date | Type | ID | Name |
|---|---|---|---|---|---|
| 1 | SETTLOR | @4279072 | TAYLOR, EDWARD W | ||
| Address: | PHILADELPHIA PA 19100 | Aliases: | none | ||
| 2 | 12-AUG-2009 | JUDGE | J329 | OBRIEN, FRANK X | |
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 3 | 5 | TRUSTEE CORP FIDUCIARY/SURETY | @4279073 | CORESTATES | |
| Address: | PHILADELPHIA PA 19100 | Aliases: | none | ||
| 4 | JUDGE | J335 | HERRON, JOHN W | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 5 | ATTORNEY | A3340 | SWANSEN, SAMUEL T | ||
| Address: |
510 TOWNSHIP LINE RD
SUITE 150 BLUE BELL PA 19422 (610)834-9810 (610)834-9812 - FAX | Aliases: | none | ||
| 6 | BENEFICIARY | @7534632 | CARR, ELISE W | ||
| Address: | KING OF PRUSSIA PA 19406 | Aliases: | none | ||
| 7 | BENEFICIARY | @7534633 | WALLACE, W SEWELL | ||
| Address: | KING OF PRUSSIA PA 19406 | Aliases: | none | ||
| 8 | BENEFICIARY | @7534634 | WALLACE, CHRISTOPHER G | ||
| Address: | KING OF PRUSSIA PA 19406 | Aliases: | none | ||
| 9 | ATTORNEY | A205648 | GAYLE, JENNIFER D | ||
| Address: |
840 FIRST AVENUE, SUITE 100
SUITE 100 KING OF PRUSSIA PA 19406 (610)265-7800 (610)265-1204 - FAX | Aliases: | none | ||
| 10 | ATTORNEY | A75505 | BARSOTTI, ROBERTA A | ||
| Address: |
DILWORTH PAXSON
1500 MARKET STREET SUITE 3500E PHILADELPHIA PA 19102 (215)575-7080 (215)754-4603 - FAX | Aliases: | none | ||
| 11 | ATTORNEY | A10068 | WELLINGTON, RALPH G | ||
| Address: |
SUITE 3500E
1500 MARKET STREET PHILADELPHIA PA 19102 (215)575-7000 | Aliases: | none | ||
| 12 | ATTORNEY | A58951 | MANNION ESQ, JAMES F | ||
| Address: |
840 FIRST AVENUE, SUITE 100
SUITE 100 KING OF PRUSSIA PA 19406 (610)265-7800 (610)265-1204 - FAX | Aliases: | none | ||
| 13 | ATTORNEY | A317190 | MICCIO, SCOTT T | ||
| Address: |
SCHNADER HARRISON SEGAL LEWIS
1600 MARKET STREET SUITE 3600 PHILADELPHIA PA 19103 (215)751-2493 (215)751-2205 - FAX | Aliases: | none | ||
| 14 | BENEFICIARY | @7749679 | WALLACE, W S | ||
| Address: | KING OF PRUSSIA PA 19406 | Aliases: | none | ||
| 15 | BENEFICIARY | @7749680 | WALLACE, CHRISTOPHER G | ||
| Address: | KING OF PRUSSIA PA 19406 | Aliases: | none | ||
| 16 | INTERESTED PARTY | @9019723 | WALLACE-COLLINS, JENNIFER A | ||
| Address: | NORTH WALES PA 19454 | Aliases: | none | ||
| 17 | ATTORNEY | A209274 | BIRKHEAD, KEVIN D | ||
| Address: |
400 MARYLAND DRIVE
FORT WASHINGTON PA 19034 (215)646-6000 (215)646-0379 - FAX | Aliases: | none | ||
| 18 | ATTORNEY | A38601 | RITER, GEORGE M | ||
| Address: |
PO BOX 7544
400 MARYLAND DRIVE FORT WASHINGTON PA 19034 (215)540-2632 (215)591-8252 - FAX | Aliases: | none | ||
| 19 | ATTORNEY | A318849 | SCHMEER, LEE C | ||
| Address: |
VICTOR RANE
1650 MARKET ST SUITE 3600 PHILADELPHIA PA 19103 (267)297-3237 (267)297-3477 - FAX | Aliases: | none | ||
| 20 | ATTORNEY | A62128 | BOULDEN, THOMAS A | ||
| Address: |
PO BOX 7544
400 MARYLAND DRIVE FORT WASHINGTON PA 19034 (215)646-6000 (215)646-0379 - FAX | Aliases: | none | ||
| 21 | BENEFICIARY | @9080927 | CARR, CAROLINE TAYLOR | ||
| Address: | KING OF PRUSSIA PA 19406 | Aliases: | none | ||
| Filing Date/Time | Docket Type | Filing Party | Disposition Amount | Approval/ Entry Date |
|---|---|---|---|---|
|
03-MAY-1993
09:00 AM | ACTIV - ACTIVE CASE |
30-JUN-2001
08:17 AM |
||
| Docket Entry: | none. | |||
|
03-MAY-1993
09:00 AM | DEEAO - DECREE - EXAMINATION OF ASSETS |
30-JUN-2001
08:48 AM |
||
| Docket Entry: | DECREE - OFFICIAL EXAMINATION OF ASSETS ORDERED JUDGE FRANK X OBRIEN | |||
|
01-SEP-1998
09:00 AM | DEEAO - DECREE - EXAMINATION OF ASSETS |
30-JUN-2001
08:48 AM |
||
| Docket Entry: | DECREE - OFFICIAL EXAMINATION OF ASSETS ORDERED JUDGE FRANK X OBRIEN | |||
|
01-OCT-1998
09:00 AM | EXMRP - EXAMINERS REPORT FILED |
30-JUN-2001
08:48 AM |
||
| Docket Entry: | EXAMINERS REPORT FILED IN ACCORDANCE WITH DECREE DATED SEPTEMBER 1, 1998 EXAMINER MARY J. BARRETT JUDGE FRANK X OBRIEN | |||
|
12-AUG-2009
04:12 PM | ACCNT - ACCOUNT | SWANSEN, SAMUEL T |
12-AUG-2009
04:15 PM |
|
| Docket Entry: | 14-092114 FOURTH AND FINAL ACCOUNT OF WACHOVIA BANK, N.A., TRUSTEE OF THE TRUST UNDER AGREEMENT DATED FEBRUARY 9, 1928 F/B/O FRANK R. WALLACE JR. AUDIT DATE: OCTOBER 5, 2009. | |||
|
12-AUG-2009
04:16 PM | EAUDT - PLACED ON AUDIT LIST |
12-AUG-2009
04:16 PM |
||
| Docket Entry: | 14-092114 | |||
|
09-DEC-2009
01:28 PM | ADJSC - ADJ ACCT SCHEDULE ORDERED | HERRON, JOHN W |
09-DEC-2009
01:30 PM |
|
| Docket Entry: | 14-092114 CONFIRMING FOURTH AND FINAL ACCOUNT OF WACHOVIA BANK, NA (FORMERLY FIRST PENNSYLVANIA BANK), TRUSTEE. SCHEDULE OF DISTRIBUTION ORDERED. HERRON, J. SIGNED DECEMBER 7, 2009. | |||
|
22-DEC-2009
01:51 PM | HREXP - HEARING EXHIBITS FILED |
22-DEC-2009
12:00 AM |
||
| Docket Entry: | 14-092114 HEARING EXHIBITS FILED. | |||
|
08-MAR-2010
12:26 PM | SCHDF - SCHEDULE OF DISTRIBUTION |
08-MAR-2010
12:34 PM |
||
| Docket Entry: | 64-100664 RESPONSE DATE: MARCH 29, 2010. | |||
|
30-MAR-2010
01:49 PM | SCHDA - SCHD OF DISTRIBUTION APPROVED | HERRON, JOHN W |
30-MAR-2010
12:00 AM |
|
| Docket Entry: | 64-100664 SCHEDULE APPROVED MARCH 30, 2010. | |||
|
30-MAR-2010
01:49 PM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
30-MAR-2010
01:50 PM |
||
| Docket Entry: | none. | |||
|
04-SEP-2013
01:25 PM | PTION - PETITION | GAYLE, JENNIFER D |
04-SEP-2013
03:09 PM |
|
| Docket Entry: | 02-132702 TO MODIFY TRUST AGREEMENT. RESPONSE DATE: SEPTEMBER 24, 2013. | |||
|
11-SEP-2013
11:32 AM | PRACP - PRAECIPE |
11-SEP-2013
11:42 AM |
||
| Docket Entry: | 02-132702 .. | |||
|
08-OCT-2013
05:50 PM | ANSWR - ANSWER | BARSOTTI, ROBERTA A |
09-OCT-2013
09:07 AM |
|
| Docket Entry: | 02-132702 DP | |||
|
09-OCT-2013
04:57 PM | ENAPP - ENTRY OF APPEARANCE | WELLINGTON, RALPH G |
10-OCT-2013
09:01 AM |
|
| Docket Entry: | 18-133118 .. | |||
|
10-OCT-2013
09:11 AM | DEHFD - DECREE - HEARING SCHEDULED | HERRON, JOHN W |
16-OCT-2013
12:00 AM |
|
| Docket Entry: | 02-132702 IT IS HEREBY ORDERED THAT A CONFERENCE IS SCHEDULED FOR NOVEMBER 6, 2013 IN ROOM 300, CITY HALL, PHILADELPHIA. HERRON, J. DECREE SIGNED OCTOBER 10, 2013. | |||
|
10-OCT-2013
09:11 AM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
16-OCT-2013
09:14 AM |
||
| Docket Entry: | none. | |||
|
16-OCT-2013
09:16 AM | ECONF - CONFERENCE SCHEDULED |
16-OCT-2013
09:16 AM |
||
| Docket Entry: | 02-132702 | |||
|
28-OCT-2013
03:46 PM | ANSWR - ANSWER |
29-OCT-2013
08:24 AM |
||
| Docket Entry: | 02-132702 .. | |||
|
06-NOV-2013
12:46 PM | DEADS - DECREE ISSUED | HERRON, JOHN W |
12-NOV-2013
12:00 AM |
|
| Docket Entry: | 02-132702 IT IS HEREBY ORDERED THAT: 1. COUNSEL SHALL ENGAGE IN GOOD FAITH EFFORTS TO RESOLVE THIS MATTER; AND 2. FAILING EFFORTS TO COMPROMISE AND RESOLVE THE MATTER, COUNSEL SHALL ADVISETHE COURT WITHIN FORTY-FIVE (45) DAYS AND INDICATE HOW THEY WISH TO PROCEED BY FILING AN APPROPRIATE PLEADING. HERRON, J. DECREE SIGNED NOVEMBER 6, 2013. | |||
|
24-FEB-2014
04:14 PM | PTION - PETITION |
25-FEB-2014
09:20 AM |
||
| Docket Entry: | 64-140664 RESPONSE DATE IS MARCH 17, 2014.. | |||
|
07-APR-2014
09:26 AM | ENAPP - ENTRY OF APPEARANCE |
07-APR-2014
02:57 PM |
||
| Docket Entry: | 08-141108 .. | |||
|
07-APR-2014
02:00 PM | ANSWR - ANSWER |
08-APR-2014
08:26 AM |
||
| Docket Entry: | 64-140664 RESPONSE DATE IS APRIL 28, 2014.. | |||
|
28-APR-2014
12:31 PM | ENAPP - ENTRY OF APPEARANCE | MICCIO, SCOTT T |
28-APR-2014
02:37 PM |
|
| Docket Entry: | 11-141311 .. | |||
|
28-APR-2014
02:49 PM | MEMLW - MEMORANDUM OF LAW |
28-APR-2014
04:25 PM |
||
| Docket Entry: | 02-132702 .. | |||
|
28-APR-2014
05:25 PM | ANSWR - ANSWER |
29-APR-2014
09:32 AM |
||
| Docket Entry: | 02-132702 .. | |||
|
19-MAY-2014
10:56 AM | MEMLW - MEMORANDUM OF LAW |
19-MAY-2014
01:31 PM |
||
| Docket Entry: | 64-140664 .. | |||
|
21-AUG-2014
10:39 AM | DEADS - DECREE ISSUED | HERRON, JOHN W |
21-AUG-2014
12:00 AM |
|
| Docket Entry: | 02-132702 & 64-140664 IT IS ORDERED FOR THE REASONS SET FORTH IN A CONTEMPORANEOUSLY ISSUED OPINION AS FOLLOWS: (1) THE BENEFICIARIES' PETITION TO MODIFY THE TRUST AGREEMENT IS DENIED; (2) WELLS FARGO BANK'S MOTION FOR JUDGMENT ON THE PLEADINGS IS GRANTED. HERRON, J. DECREE SIGNED AUGUST 18, 2014. | |||
|
21-AUG-2014
10:39 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
21-AUG-2014
10:58 AM |
||
| Docket Entry: | NOTICE GIVEN ON 21-AUG-2014 OF DECREE ISSUED ENTERED ON 21-AUG-2014. | |||
|
21-AUG-2014
10:43 AM | MISE - ORPHANS CT MISC ENTRY | HERRON, JOHN W |
21-AUG-2014
12:00 AM |
|
| Docket Entry: | 02-132702 & 64-140664 OPINION. HERRON, J. SIGNED AUGUST 18, 2014. | |||
|
21-AUG-2014
10:43 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
21-AUG-2014
11:08 AM |
||
| Docket Entry: | NOTICE GIVEN ON 21-AUG-2014 OF ORPHANS CT MISC ENTRY ENTERED ON 21-AUG-2014. | |||
|
17-SEP-2014
12:14 PM | APSPP - APPEAL TO APPELLATE COURT |
17-SEP-2014
02:20 PM |
||
| Docket Entry: | 02-132702 DP | |||
|
13-NOV-2014
10:35 AM | RCRDT - RECORD TRANSFERRED |
13-NOV-2014
12:00 AM |
||
| Docket Entry: | 02-132702.RECORD TRANSFERRED TO THE SUPERIOR COURT OF PENNSYLVANIA. | |||
|
13-NOV-2014
10:37 AM | APILM - APPEAL INVENTORY RECORD SENT |
13-NOV-2014
12:00 AM |
||
| Docket Entry: | 02-132702. PURSUANT TO PA. R.A.P. 1931 (d) APPEAL INVENTORY SENT. | |||
|
04-MAY-2016
02:31 PM | APPRG - PERMISSION TO APPEAL GRANTED |
04-MAY-2016
12:00 AM |
||
| Docket Entry: | PERMISSION TO APPEAL GRANTED | |||
|
18-MAY-2016
04:12 PM | PTION - PETITION | BIRKHEAD, KEVIN D |
19-MAY-2016
08:52 AM |
|
| Docket Entry: | 14-161714 .. | |||
|
15-JUN-2016
11:23 AM | DEADS - DECREE ISSUED | HERRON, JOHN W |
15-JUN-2016
12:00 AM |
|
| Docket Entry: | 14-161714 ORDERED AND DECREED THAT THE REQUESTED CITATION IS DENIED. HERRON, J. DECREE SIGNED JUN 14, 2016 | |||
|
15-JUN-2016
11:23 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
20-JUN-2016
09:40 AM |
||
| Docket Entry: | NOTICE GIVEN ON 20-JUN-2016 OF DECREE ISSUED ENTERED ON 15-JUN-2016. | |||
|
27-JUN-2016
01:54 PM | ENAPP - ENTRY OF APPEARANCE | SCHMEER, LEE C |
27-JUN-2016
04:14 PM |
|
| Docket Entry: | 36-162236 .. | |||
|
27-JUN-2016
02:38 PM | DEADS - DECREE ISSUED | HERRON, JOHN W |
27-JUN-2016
12:00 AM |
|
| Docket Entry: | 14-161714 AMENDED DECREE SIGNED. HERRON,J. DECREE SIGNED JUNE 27,2016. | |||
|
27-JUN-2016
02:38 PM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
27-JUN-2016
03:58 PM |
||
| Docket Entry: | NOTICE GIVEN ON 27-JUN-2016 OF DECREE ISSUED ENTERED ON 27-JUN-2016. | |||
|
13-JUL-2016
04:23 PM | APSPP - APPEAL TO APPELLATE COURT | BOULDEN, THOMAS A |
15-JUL-2016
12:20 PM |
|
| Docket Entry: | 14-161714 .. | |||
|
04-AUG-2016
08:21 AM | DEADS - DECREE ISSUED | HERRON, JOHN W |
04-AUG-2016
12:00 AM |
|
| Docket Entry: | 14-161714 ORDER TO FILE OF RECORD WITH THE CLERK OF THE ORPHANS' COURT, ROOM 415, CITY HALL, PHILA, PA. 19107, "A CONCISE STATEMENT OF THE ERRORS COMPLAINED OF ON APPEAL" AS MORE FULLY DESCRIBED IN THIS COURTS ORDER. HERRON, J. DECREE SIGNED AUGUST 2, 2016. | |||
|
04-AUG-2016
08:21 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
04-AUG-2016
09:38 AM |
||
| Docket Entry: | NOTICE GIVEN ON 04-AUG-2016 OF DECREE ISSUED ENTERED ON 04-AUG-2016. | |||
|
22-AUG-2016
04:16 PM | APSMT - STATEMENT OF MATTERS (1925(B)) |
23-AUG-2016
08:40 AM |
||
| Docket Entry: | 14-161714 .. | |||
|
28-SEP-2016
08:29 AM | RCRDT - RECORD TRANSFERRED |
28-SEP-2016
12:00 AM |
||
| Docket Entry: | 14-161714. RECORD TRANSFERRED TO THE SUPERIOR COURT OF PENNSYLVANIA. | |||
|
28-SEP-2016
10:38 AM | APILM - APPEAL INVENTORY RECORD SENT |
13-OCT-2016
12:00 AM |
||
| Docket Entry: | 14-161714 PURSUANT TO PA. R.A.P. 1931 (d) APPEAL INVENTORY SENT. | |||
|
13-OCT-2016
01:03 PM | RCRDT - RECORD TRANSFERRED |
13-OCT-2016
12:00 AM |
||
| Docket Entry: | 14-161714. SUPPLEMENTAL RECORD TRANSFERRED TO THE SUPERIOR COURT OF PENNSYLVANIA. | |||
|
13-OCT-2016
01:03 PM | APILM - APPEAL INVENTORY RECORD SENT |
13-OCT-2016
12:00 AM |
||
| Docket Entry: | 14-161714. PURSUANT TO PA. R.A.P. 1931 (d) APPEAL INVENTORY SENT. SUPPLEMENTAL DOCUMENTATION TRANSFERRED TO THE SUPERIOR COURT OF PENNSYLVANIA. | |||
|
18-OCT-2016
03:33 PM | ODOPN - OPINION FILED/236 NOTICE GIVEN | HERRON, JOHN W |
18-OCT-2016
12:00 AM |
|
| Docket Entry: | 14-161714 OPINION SUR APPEAL. HERRON, J. SIGNED OCTOBER 18, 2016. | |||
|
18-OCT-2016
03:33 PM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
19-OCT-2016
02:16 PM |
||
| Docket Entry: | NOTICE GIVEN ON 19-OCT-2016 OF OPINION FILED/326 NOTICE GIVEN ENTERED ON 18-OCT-2016. | |||
|
11-AUG-2017
09:24 AM | APRCR - RECORD REMITTED FROM APPELLATE |
11-AUG-2017
12:00 AM |
||
| Docket Entry: | RECORD RETURNED FROM THE SUPERIOR COURT. | |||
|
14-AUG-2017
10:16 AM | OMISC - MISCELLANEOUS ENTRY |
14-AUG-2017
12:00 AM |
||
| Docket Entry: | OPINION OF THE SUPERIOR COURT. | |||
|
17-OCT-2017
02:36 PM | RCRDR - RECORD RECEIVED |
17-OCT-2017
12:00 AM |
||
| Docket Entry: | RECORD RETURNED FROM THE SUPERIOR COURT. | |||
|
17-OCT-2017
02:37 PM | APORA - ORDER AFFIRMED BY APPELLATE CT |
17-OCT-2017
12:00 AM |
||
| Docket Entry: | ORDER AFFIRMED BY THE APPELLATE COURT. | |||