Orphans' Court Division

Docket Report


Case Description
 Case ID: 174IV of 1953
 Case Caption:  KATE R AVERY CLARK, INTERVIVOS TRUST
  Filing Date: Thursday , January 01st, 1953
  Location: CH - CITY HALL
  Case Type:  IV - INTER VIVOS TRUST
 Status:  ODEXD - OPINION&DECREE-EXCEP DISMISSED

Related Cases

No related cases were found.

Case Event Schedule

No case events were found.

Case Parties

Seq #AssocExpn DateTypeIDName
1     SETTLOR @4443415 CLARK, KATE R AVERY
Address: PHILADELPHIA PA 19100  Aliases: none
 
2     TRUSTEE I3099 FIRST UNION BANK
Address: PHILADELPHIA PA 19109  Aliases: FIRST FIDELITY MALL
 
3     ATTORNEY A14147 DONOGHUE II, NORMAN E
Address: 4000 BELL ATLANTIC TOWER
1717 ARCH ST.
PHILADELPHIA PA 19103
(000)994-4000 		 Aliases: none
 
4     JUDGE J287 OKEEFE, JOSEPH D
Address: PHILADELPHIA PA 19107  Aliases: none
 
5     BENEFICIARY @4443430 LAVALLEY, FREDERICK J.M.
Address: PHILADELPHIA PA 19103  Aliases: none
 
6     BENEFICIARY @4443433 TURITTO, BETTYE H
Address: PHILADELPHIA PA 19103  Aliases: none
 
7     BENEFICIARY @4443435 SHAPIRO, ABBE
Address: NEW YORK NY 10112  Aliases: none
 
8     BENEFICIARY @4443443 MAIN LINE TRUST COMPANY
Address: NEW YORK NY 10112  Aliases: none
 
9 17   BENEFICIARY @4443449 MILLER, NOEL CLARK
Address: WASHINGTON DC 20007  Aliases: none
 
10 14   BENEFICIARY @4443453 HARVARD UNIVERSITY
Address: CAMBRIDGE MA 02138  Aliases: none
 
11   04-DEC-2002 BENEFICIARY @4443455 BARTH ESQ, LAWRENCE C
Address: PHILADELPHIA PA 19103  Aliases: none
 
12 16   BENEFICIARY @4443464 SENIOR DEPUTY ATTORNEY GENERAL
Address: PHILADELPHIA PA 19107  Aliases: none
 
13 16   BENEFICIARY @4443470 OFFICE OF THE ATTORNEY GENERAL
Address: PHILADELPHIA PA 19107  Aliases: none
 
14     ATTORNEY A43638 SAGER, MARGARET E
Address: 1001 CONSHOHOCKEN STATE ROAD
SUITE 1-300
WEST CONSHOHOCKEN PA 19428
(610)940-4171
(610)940-6042 - FAX 		 Aliases: none
 
15 14   ATTORNEY A4721 MARTIN, HECKSCHER A
Address: 1001 CONSHOHOCKEN STATE ROAD
SUITE 1-300
WEST CONSHOHOCKEN PA 19428
(610)940-4170
(610)940-6042 - FAX 		 Aliases: none
 
16     ATTORNEY A20313 DONOHUE, CHARLES E
Address: 21 S. 12TH STREET, 3RD FLOOR
PHILADELPHIA PA 19107
(215)560-3448
(215)560-2494 - FAX 		 Aliases: none
 
17     ATTORNEY A10192 BULLITT, WILLIAM C
Address: ONE LOGAN SQUARE, STE. 2000
PHILADELPHIA PA 19103-6996
(215)988-2778
(215)568-1933 - FAX 		 Aliases: none


Docket Entries

Filing Date/TimeDocket TypeFiling PartyDisposition AmountApproval/
Entry Date
26-FEB-2002
10:23 AM 		ACCNT - ACCOUNT FIRST UNION BANK,   26-FEB-2002
12:00 AM
Docket Entry: 00-020400 SECOND AND FINAL ACCOUNT OF FIRST UNION NATIONAL BANK , SURVIVING TRUSTEE JOSEPH S. CLARK ,JR. AND WILLIAM P. WOOD DIED 2-23-96 FOR THE TRUST ESTABLISHED UNDER DEED OF GIFT KATE R. AVERY CLARK DATED OCTOBER 30, 1942 FOR THE BENEFIT OF AVERY B. CLARL ET AL FILED. AUDIT LIST APRIL 1, 2002
 
26-FEB-2002
11:24 AM 		ACTIV - ACTIVE CASE     26-FEB-2002
11:29 AM
Docket Entry: none.
 
26-FEB-2002
12:23 PM 		EAUDT - PLACED ON AUDIT LIST     26-FEB-2002
12:23 PM
Docket Entry: 00-020400
 
01-APR-2002
10:15 AM 		OBJCT - OBJECTIONS FILED OFFICE OF THE ATTORNEY GENERAL,   01-APR-2002
12:00 AM
Docket Entry: 00-020400 TO THE SECOND AND FINAL ACCOUNT OF FIRST UNION NATIONAL BANK, SURVIVING TRUSTEE, JOSEPH S. CLARK JR. AND WILLIAM P. WOOD, DECEASED, FOR THE TRUST ESTABLISHED UNDER DEED OF GIFT OF KATE R. AVERY CLARK, DATED OCTOBER 30, 1942 F/B/O AVERY B. CLARK, ET AL.
 
02-APR-2002
02:49 PM 		DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   02-APR-2002
02:50 PM
Docket Entry: 00-020400 A CONFERENCE IS SCHEDULED FOR APRIL 23, 2002. DECREE SIGNED APRIL 2, 2002.
 
02-APR-2002
02:50 PM 		ECONF - CONFERENCE SCHEDULED     02-APR-2002
02:50 PM
Docket Entry: 00-020400
 
06-JUN-2002
03:30 PM 		ENAPP - ENTRY OF APPEARANCE SAGER, MARGARET E   07-JUN-2002
12:00 AM
Docket Entry: PLEASE ENTER OUR APPEARANCE ON BEHALF OF HARVARD UNIVERSITY, MARGARET E.W.SAGER AND MARTIN A.HECKSCHER
 
15-JUL-2002
03:35 PM 		OBJCT - OBJECTIONS FILED HARVARD UNIVERSITY,   15-JUL-2002
12:00 AM
Docket Entry: 00-020400 TO THE SECOND AND FINAL ACCOUNT OF FIRST UNION NATIONAL BANK, SURVIVING TRUSTEE; JOSEPH S. CLARK, JR.; AND WILLIAM P. WOOD FOR THE TRUST ESTABLISHED UNDER DEED OF GIFT OF KATE R. AVERY CLARK, DATED OCTOBER 30, 1942 F/B/O AVERY B. CLARK, AT AL.
 
15-JUL-2002
03:35 PM 		PTION - PETITION HARVARD UNIVERSITY,   15-JUL-2002
12:00 AM
Docket Entry: 92-021492 PETITION FOR PRODUCTION OF DOCUMENTS. RESPONSE DATE: AUGUST 5, 2002.
 
19-JUL-2002
01:01 PM 		MISE - ORPHANS CT MISC ENTRY OFFICE OF THE ATTORNEY GENERAL,   19-JUL-2002
12:00 AM
Docket Entry: 92-021492 JOINDER TO THE PETITION.
 
05-AUG-2002
03:36 PM 		PRACP - PRAECIPE HARVARD UNIVERSITY,   06-AUG-2002
12:00 AM
Docket Entry: 92-021492 PRAECIPE TO WITHDRAW PETITION FOR THE PRODUCTION OF DOCUMENTS
 
05-AUG-2002
04:10 PM 		PTASG - PETITION ASSIGNED     05-AUG-2002
04:10 PM
Docket Entry: 92-021492 PETITION FOR PRODUCTION OF DOCUMENTS IS ASSIGNED TO JUDGE JOSEPH D. O'KEEFE ON AUGUST 5, 2002.
 
07-AUG-2002
08:42 AM 		DEPTD - DECREE - PETITION DISMISSED OKEEFE, JOSEPH D   07-AUG-2002
08:42 AM
Docket Entry: 92-021492 PETITION FILED ON JULY 15, 2002 IS MARKED WITHDRAWN. JOSEPH D. O'KEEFE, J. DECREE SIGNED AUGUST 6, 2002.
 
10-SEP-2002
10:18 AM 		DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   10-SEP-2002
10:19 AM
Docket Entry: 00-020400 THIS MATTER IS PLACED ON THE NOVEMBER 4, 2002 DEFERRED AUDIT LIST. A STATUS CONFERENCE IS SCHEDULED FOR DECEMBER 4, 2002. DECREE SIGNED SEPTEMBER 10, 2002.
 
10-SEP-2002
10:19 AM 		ESTCF - STATUS CONFERENCE SCHEDULED     10-SEP-2002
10:19 AM
Docket Entry: 00-020400
 
04-NOV-2002
09:59 AM 		OBJCT - OBJECTIONS FILED HARVARD UNIVERSITY,   04-NOV-2002
12:00 AM
Docket Entry: 00-020400 TO THE SECOND AND FINAL ACCOUNT OF FIRST UNION NATIONAL BANK, SURVIVING TRUSTEE; JOSEPH S. CLARK, JR.; AND WILLIAM P. WOOD (DIED 2-23-96) FOR THE TRUST ESTABLISHED UNDER DEED OF GIFT OF KATE R. AVERY CLARK, DATED OCTOBER 30, 1942, F/B/O AVERY B. CLARK, ET AL.
 
03-DEC-2002
02:42 PM 		MISE - ORPHANS CT MISC ENTRY OFFICE OF THE ATTORNEY GENERAL,   04-DEC-2002
12:00 AM
Docket Entry: 00-020400 JOINDER TO THE REPLY MEMORANDUM OF HARVARD UNIVERSITY.
 
09-JUN-2003
03:42 PM 		ADJAC - ADJUDICATION OF ACCOUNT OKEEFE, JOSEPH D   09-JUN-2003
03:45 PM
Docket Entry: 00-020400 CONFIRMING THE SECOND AND FINAL ACCOUNT OF FIRST UNION NATIONAL BANK, SURVIVING TRUSTEE; JOSEPH S. CLARK, JR.; AND WILLIAM P. WOOD FOR THE TRUST ESTABLISHED UNDER DEED OF GIFT DATED OCTOBER 30, 1942 F/B/O AVERY B. CLARK, ET AL. JOSEPH D. O'KEEFE, J. ADJUDICATION SIGNED JUNE 9, 2003.
 
27-JUN-2003
02:54 PM 		EXCTN - EXCEPTIONS MILLER, NOEL CLARK   27-JUN-2003
12:00 AM
Docket Entry: 70-031370 BY NOEL CLARK MILLER AND THE ESTATE OF JOSEPH C. CLARK, III, DECEASED TO THE ADJUDICATION OF JUNE 9, 2003.
 
27-JUN-2003
03:05 PM 		EXCTA - EXCEPTIONS ASSIGNED     27-JUN-2003
03:05 PM
Docket Entry: 70-031370 EXCEPTIONS ASSIGNED TO O'KEEFE, ADM. J. ON JUNE 27, 2003.
 
20-AUG-2003
12:54 PM 		ODEXD - OPINION&DECREE-EXCEP DISMISSED OKEEFE, JOSEPH D   20-AUG-2003
12:56 PM
Docket Entry: 70-031370 IT IS HEREBY ORDERED AND DECREED THAT THE EXCEPTIONS OF NOEL CLARK MILLER AND THE ESTATE OF JOSEPH S. CLARK, III, DECEASED, ARE DISMISSED. O'KEEFE, ADM. J. DECREE SIGNED AUGUST 20, 2003.
 
15-SEP-2003
03:18 PM 		APSPP - APPEAL TO APPELLATE COURT MILLER, NOEL CLARK   15-SEP-2003
12:00 AM
Docket Entry: 70-031370
 
28-OCT-2003
02:45 PM 		RCRDT - RECORD TRANSFERRED     07-NOV-2003
12:00 AM
Docket Entry: 70-031370 RECORD TRANSFERRED TO THE SUPERIOR COURT.
 
24-NOV-2003
10:51 AM 		RCRDT - RECORD TRANSFERRED     24-NOV-2003
12:00 AM
Docket Entry: 70-031370 RECORD TRANSFERRED TO THE SUPERIOR COURT.
 
05-NOV-2004
09:58 AM 		OOTHR - OTHER     09-NOV-2004
12:00 AM
Docket Entry: 70-031370 PETITION FOR ALLOWANCE OF APPEAL TO THE SUPREME COURT FILED OCTOBER 29, 2004.
 
21-JAN-2005
03:20 PM 		APDCS - DECISION OF APPELLATE COURT     22-MAR-2005
12:00 AM
Docket Entry: ORDER AFFIRMED
 
21-JAN-2005
03:21 PM 		RCRDR - RECORD RECEIVED     22-MAR-2005
12:00 AM
Docket Entry: RECORD RECEIVED FROM APPELLATE COURT
 
12-APR-2005
11:16 AM 		APPRD - PERMISSION TO APPEAL DENIED     12-APR-2005
12:00 AM
Docket Entry: 70-031370 SIGNED MARCH 15, 2005.

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