Orphans' Court Division

Docket Report


Case Description
 Case ID: 261ST of 1941
 Case Caption:  ANNA E FRIDENBERG, TESTAMENTARY TRUST
  Filing Date: Wednesday, January 01st, 1941
  Location: CH - CITY HALL
  Case Type:  ST - TESTAMENTARY TRUSTS
 Status:  DEPTA - DECREE - PETITION APPROVED

Related Cases

No related cases were found.


Case Event Schedule

EventDate/TimeRoomLocationJudge
CONFERENCE 25-SEP-2007
10:00 AM
CITY HALL CHAMBERS ROOM 300 OKEEFE, JOSEPH D


Case Parties

Seq #AssocExpn DateTypeIDName
0     DECEDENT @5359991 FRIDENBERG, ANNA E
Address: PHILADELPHIA PA 19107  Aliases: none
 
1   18-SEP-2008 ACCOUNTANT @5359992 WACHOVIA BANK NA
Address: PHILADELPHIA PA 19109  Aliases: none
 
2     BENEFICIARY @5359993 ALBERT EINSTEIN HOSPITAL
Address: PHILADELPHIA PA 19141  Aliases: none
 
3     ATTORNEY A29618 STEPHENSON, KATHLEEN A
Address: 3000 TWO LOGAN SQUARE
PHILADELPHIA PA 19103-2799
(215)981-4311
(215)981-4750 - FAX
 Aliases: none
 
4     JUDGE J287 OKEEFE, JOSEPH D
Address: PHILADELPHIA PA 19107  Aliases: none
 
6     ATTORNEY A20313 DONOHUE, CHARLES E
Address: 21 S. 12TH STREET, 3RD FLOOR
PHILADELPHIA PA 19107
(215)560-3448
(215)560-2494 - FAX
 Aliases: none
 
7   02-MAY-2006 INTERESTED PARTY @4346552 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE
Address: PHILADELPHIA PA 19130  Aliases: none
 
8 6   INTERESTED PARTY @3689929 COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL
Address: PHILADELPHIA PA 19107  Aliases: none
 
10   18-SEP-2008 DECEDENT @6085897 ANNA E FRIDENBERG TESTAMENTARY TRUST
Address: PHILADELPHIA PA 19107  Aliases: none
 
11 3   TRUSTEE @6085898 WACHOVIA BANK NA
Address: PHILADELPHIA PA 19109  Aliases: none
 
12   18-SEP-2008 INTERESTED PARTY @6085899 OFFICE OF ATTORNEY GENERAL COMMONWEALTH OF PENNSYLVANIA
Address: PHILADELPHIA PA 19103  Aliases: none
 
13   18-SEP-2008 BENEFICIARY @6085900 ALBERT EINSTEIN HOSPITAL
Address: PHILADELPHIA PA 19141  Aliases: none


Docket Entries

Filing Date/TimeDocket TypeFiling PartyDisposition AmountApproval/
Entry Date
12-JAN-2006
11:30 AM
ACCNT - ACCOUNT STEPHENSON, KATHLEEN A   12-JAN-2006
11:53 AM
Docket Entry: 09-062809 THIRD ACCOUNT OF WACHOVIA BANK, N.A., TRUSTEE UNDER THE WILL OF ANNA E. FRIDENBERG. AUDIT LIST: MARCH 6, 2006.
 
12-JAN-2006
11:52 AM
ACTIV - ACTIVE CASE     12-JAN-2006
11:53 AM
Docket Entry: none.
 
08-MAR-2006
10:56 AM
EAUDT - PLACED ON AUDIT LIST     08-MAR-2006
10:56 AM
Docket Entry: 09-062809
 
11-APR-2006
02:51 PM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   11-APR-2006
12:00 AM
Docket Entry: 09-062809 THIS MATTER IS PLACED ON THE MAY 1, 2006 DEFERRED AUDIT LIST. DECREE SIGNED APRIL 11, 2006.
 
11-APR-2006
02:51 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     11-APR-2006
02:52 PM
Docket Entry: none.
 
13-APR-2006
02:50 PM
PROSR - PROOF OF SERVICE STEPHENSON, KATHLEEN A   13-APR-2006
02:43 PM
Docket Entry: 09-062809 .
 
28-APR-2006
03:10 PM
OBJCF - OBJECTIONS COMMONWEALTH OF PENNSYLVANIA OFFICE OF ATTORNEY GENERAL,   28-APR-2006
12:00 AM
Docket Entry: 09-062809 OF THE COMMONWEALTH OF PENNSYLVANIA OFFICE OF THE ATTORNEY GENERAL TO THE THIRD ACCOUNT OF WACHOVIA BANK N.A.
 
01-MAY-2006
03:33 PM
ADPFL - AUDIT PAPERS     01-MAY-2006
12:00 AM
Docket Entry: 09-062809
 
02-MAY-2006
11:32 AM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   02-MAY-2006
11:32 AM
Docket Entry: 09-062809 A CONFERENCE IS SCHEDULED FOR AUGUST 10, 2006. DECREE SIGNED MAY 1, 2006.
 
02-MAY-2006
11:32 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     02-MAY-2006
11:32 AM
Docket Entry: none.
 
02-MAY-2006
11:33 AM
ECONF - CONFERENCE SCHEDULED     02-MAY-2006
11:33 AM
Docket Entry: 09-062809
 
11-SEP-2006
10:39 AM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   11-SEP-2006
10:39 AM
Docket Entry: 09-062809 A CONFERENCE IS SCHEDULED FOR OCTOBER 30, 2006. DECREE SIGNED SEPTEMBER 7, 2006.
 
11-SEP-2006
10:39 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     11-SEP-2006
10:39 AM
Docket Entry: none.
 
11-SEP-2006
10:39 AM
ECONF - CONFERENCE SCHEDULED     11-SEP-2006
10:39 AM
Docket Entry: 09-062809
 
03-NOV-2006
03:21 PM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   03-NOV-2006
03:22 PM
Docket Entry: 09-062809 A CONFERENCE IS SCHEDULED FOR NOVEMBER 14, 2006. DECREE SIGNED NOVEMBER 2, 2006.
 
03-NOV-2006
03:21 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     03-NOV-2006
03:22 PM
Docket Entry: none.
 
03-NOV-2006
03:22 PM
ECONF - CONFERENCE SCHEDULED     03-NOV-2006
03:22 PM
Docket Entry: 09-062809
 
15-NOV-2006
02:58 PM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   15-NOV-2006
12:00 AM
Docket Entry: 09-062809 A CONFERENCE IN THE ABOVE MATTER IS SCHEDULED FOR JANUARY 11, 2007. O'KEEFE, ADM. J. DECREE SIGNED NOVEMBER 15, 2006.
 
15-NOV-2006
02:58 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     15-NOV-2006
02:58 PM
Docket Entry: none.
 
15-NOV-2006
03:00 PM
ECONF - CONFERENCE SCHEDULED     15-NOV-2006
03:00 PM
Docket Entry: 09-062809
 
24-JAN-2007
02:30 PM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   24-JAN-2007
02:32 PM
Docket Entry: 09-062809 IT IS ORDERED AND DECREED THAT THE CONFERENCE SCHEDULED FOR APRIL 2, 2007 IS CANCELLED THE CONFERENCE IS RESCHEDULED FOR APRIL 9, 2007 SIGNED JANUARY 24, 2007 O'KEEFE, ADM.J.
 
24-JAN-2007
02:30 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     24-JAN-2007
02:32 PM
Docket Entry: none.
 
24-JAN-2007
02:34 PM
ECONF - CONFERENCE SCHEDULED     24-JAN-2007
02:34 PM
Docket Entry: 09-062809
 
23-MAR-2007
02:33 PM
DEADS - DECREE ISSUED OKEEFE, JOSEPH D   23-MAR-2007
02:35 PM
Docket Entry: 09-062809 IT IS ORDERED AND DECREED THAT THE CONFERENCE SCHEDULED FOR APRIL 9, 2007 IS CANCELLED THE CONFERENCE IS RESCHEDULED TO MAY 10, 2007 SIGNED MARCH 23, 2007 O'KEEFE, ADM.J.
 
23-MAR-2007
02:33 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     23-MAR-2007
02:35 PM
Docket Entry: none.
 
23-MAR-2007
02:43 PM
ECONF - CONFERENCE SCHEDULED     23-MAR-2007
02:43 PM
Docket Entry: 09-062809
 
25-JUN-2007
03:20 PM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   25-JUN-2007
03:21 PM
Docket Entry: 09-062809 IT IS HEREBY ORDERED AND DECREED THAT A STATUS CONFERENCE IS SCHEDULED FOR AUGUST 15, 2007. O'KEEFE, ADM. J. DECREE SIGNED JUNE 25, 2007.
 
25-JUN-2007
03:20 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     25-JUN-2007
03:21 PM
Docket Entry: none.
 
25-JUN-2007
03:21 PM
ESTCF - STATUS CONFERENCE SCHEDULED     25-JUN-2007
03:21 PM
Docket Entry: 09-062809
 
13-AUG-2007
10:31 AM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   13-AUG-2007
10:32 AM
Docket Entry: 09-062809 THE STATUS CONFERENCE IS RESCHEDULED TO SEPTEMBER 25, 2007 SIGNED AUGUST 10, 2007 O'KEEFE, ADM.J.
 
13-AUG-2007
10:31 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     13-AUG-2007
10:32 AM
Docket Entry: none.
 
13-AUG-2007
10:33 AM
ECONF - CONFERENCE SCHEDULED     13-AUG-2007
10:33 AM
Docket Entry: 09-062809
 
03-JUN-2008
03:36 PM
MEMLW - MEMORANDUM OF LAW STEPHENSON, KATHLEEN A   03-JUN-2008
02:38 PM
Docket Entry: 09-062809 .
 
01-JUL-2008
08:33 AM
ADJAC - ADJUDICATION OF ACCOUNT OKEEFE, JOSEPH D   01-JUL-2008
12:00 AM
Docket Entry: 09-062809 CONFIRMING SUR ACCOUNT OF WACHOVIA BANK,N.A., TRUSTEE UNDER THE WILL OF ANNA E. FRIDENBERG SIGNED JUNE 30, 2008 O'KEEFE,ADM.J.
 
25-JUL-2008
11:41 AM
APSPP - APPEAL TO APPELLATE COURT STEPHENSON, KATHLEEN A   25-JUL-2008
03:00 PM
Docket Entry: 09-062809 DP
 
28-JUL-2008
11:29 AM
APTRS - APPELLATE APPEAL TRANSFERRED     28-JUL-2008
12:00 AM
Docket Entry: 09-062809
 
18-SEP-2008
02:43 PM
OMISC - MISCELLANEOUS ENTRY OKEEFE, JOSEPH D   18-SEP-2008
12:00 AM
Docket Entry: 09-062809 OPINION SIGNED SEPTEMBER 18, 2008.
 
24-SEP-2008
11:16 AM
APILM - APPEAL INVENTORY RECORD SENT     24-SEP-2008
12:00 AM
Docket Entry: 09-062809 PURSUANT TO PA. R.A.P. 1931 (d) APPEAL INVENTORY SENT.
 
24-SEP-2008
11:17 AM
RCRDT - RECORD TRANSFERRED     24-SEP-2008
12:00 AM
Docket Entry: 09-062809 RECORD TRANSFERRED TO THE SUPERIOR COURT OF PENNSYLVANIA.
 
08-APR-2009
04:03 PM
PTION - PETITION STEPHENSON, KATHLEEN A   08-APR-2009
04:19 PM
Docket Entry: 32-090832 PETITION TO APPOINT SUCCESSOR CO-TRUSTEE.
 
08-APR-2009
04:21 PM
PTASG - PETITION ASSIGNED     08-APR-2009
04:21 PM
Docket Entry: 32-090832 PETITION TO APPOINT SUCCESSOR CO-TRUSTEE IS ASSIGNED TO JUDGE JOSEPH D. O'KEEFE ON APRIL 8, 2009.
 
15-JUN-2009
10:58 AM
DEPTA - DECREE - PETITION APPROVED OKEEFE, JOSEPH D   15-JUN-2009
11:07 AM
Docket Entry: 32-090832 THE APPOINTMENT OF THOMAS J. TARKA AS SUCCESSOR INDIVIDUAL CO-TRUSTEE OF THE TRUST UNDER WILL OF ANNE E. FRIDENBERG IS HEREBY APPROVED DECREE SIGNED JUNE 12,2009 O'KEEFE
 
15-JUN-2009
10:58 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     15-JUN-2009
11:07 AM
Docket Entry: none.
 
02-JUN-2010
02:46 PM
APPRG - PERMISSION TO APPEAL GRANTED     02-JUN-2010
12:00 AM
Docket Entry: 09-062809 ORDER - PER CURIAM - AND NOW, THIS 28TH DAY OF MAY, THE PETITION FOR ALLOWNACE OF APPEAL IS GRANTED. THE ISSUE, REPHRASED FOR CLARITY, IS: WHETHER TESTAMENTARY TRUSTEES WHO WERE PAID A COMMISSION ON PRINCIPAL FOR EXECUTOR SERVICES PRIOR TO 1945 MAY RCEIVE AN ADDITIONAL COMMISSION ON PRINCIPAL FOR THEIR ORDINARY SERVICES AS TRUSTEES.
 
15-DEC-2011
02:52 PM
RCRDR - RECORD RECEIVED     15-DEC-2011
12:00 AM
Docket Entry: 09-062809 RECORD RECEIVED FROM THE SUPREME COURT OF PENNSYLVANIA EASTERN DISTRICT.
 
15-DEC-2011
02:55 PM
MISE - ORPHANS CT MISC ENTRY     15-DEC-2011
12:00 AM
Docket Entry: 09-062809 IN THE SUPREME COURT OF PENNSYLVANIA EASTERN DISTRICT - CASTILLE, C.J., SAYLOR, EAKIN, BAER, TODD, McCAFFERY, ORIE MELVIN, JJ. OPINION - MR. JUSTICE EAKIN DECIDED: NOVEMBER 23, 2011.
 
26-SEP-2012
09:52 AM
SUPAD - SUPPLEMEMT TO ADJUDICATION OKEEFE, JOSEPH D   26-SEP-2012
12:00 AM
Docket Entry: 09-062809 SUPPLEMENTQAL ADJUDICATIION. O'KEEFE, ADM. J. SIGNED SEPTEMBER 25, 2012.

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