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 |
Event | Date/Time | Room | Location | Judge |
---|---|---|---|---|
CONFERENCE |
25-SEP-2007
10:00 AM | CITY HALL | CHAMBERS ROOM 300 | OKEEFE, JOSEPH D |
Seq # | Assoc | Expn Date | Type | ID | Name |
---|---|---|---|---|---|
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 |
Filing Date/Time | Docket Type | Filing Party | Disposition Amount | Approval/ 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. |