| Case ID: | 464DE of 1982 | |
| Case Caption: | JOHN B CONTI, DECEASED | |
| Filing Date: | Friday , January 17th, 1992 | |
| Location: | CH - CITY HALL | |
| Case Type: | DE - DECEDENTS ESTATE | |
| Status: | ACTIV - ACTIVE CASE |
| Seq # | Assoc | Expn Date | Type | ID | Name |
|---|---|---|---|---|---|
| 1 | DECEDENT | @4284053 | CONTI, JOHN B | ||
| Address: | PHILADELPHIA PA 19100 | Aliases: | none | ||
| 2 | JUDGE | J113 | PAWELEC, EDMUND S | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| Filing Date/Time | Docket Type | Filing Party | Disposition Amount | Approval/ Entry Date |
|---|---|---|---|---|
|
17-JAN-1992
09:00 AM | ACTIV - ACTIVE CASE |
30-JUN-2001
08:20 AM |
||
| Docket Entry: | none. | |||
|
17-JAN-1992
09:00 AM | OMISC - MISCELLANEOUS ENTRY |
30-JUN-2001
08:58 AM |
||
| Docket Entry: | DECREE - PETITION FOR APPROVAL OF PAYMENT OF FEDERAL ESTATE TAX FOR THE ESTATE OF MARION J CONTI, DECEASED DENIED FOR THE REASONS SET FORTH IN OUR OPINION ANNEXED JUDGE EDMUND S PAWELEC | |||
|
06-FEB-1992
09:00 AM | OMISC - MISCELLANEOUS ENTRY |
30-JUN-2001
08:58 AM |
||
| Docket Entry: | EXCEPTIONS OF EMMA M L CONTI TO DECREE DATED JANUARY 17,1992 OF JUDGE EDMUND S PAWELEC | |||
|
06-FEB-1992
09:00 AM | OMISC - MISCELLANEOUS ENTRY |
30-JUN-2001
08:58 AM |
||
| Docket Entry: | PRAECIPE FILED ARGUMENT LIST MARCH 18,1992 | |||
| Case ID: | 464ST of 1982 | |
| Case Caption: | JOHN B. CONTI, TESTAMENTARY TRUST | |
| Filing Date: | Monday , June 21st, 2010 | |
| Location: | CH - CITY HALL | |
| Case Type: | ST - TESTAMENTARY TRUSTS | |
| Status: | ADJAC - ADJUDICATION OF ACCOUNT |
| Event | Date/Time | Room | Location | Judge |
|---|---|---|---|---|
| AUDIT LIST |
07-OCT-2013
10:00 AM | CITY HALL | COURTROOM 414 | OKEEFE, JOSEPH D |
| HEARING |
16-APR-2014
09:00 AM | CITY HALL | COURTROOM 414 | HERRON, JOHN W |
| Seq # | Assoc | Expn Date | Type | ID | Name |
|---|---|---|---|---|---|
| 1 | DECEDENT | @4284053 | CONTI, JOHN B | ||
| Address: | PHILADELPHIA PA 19100 | Aliases: | none | ||
| 2 | 22-NOV-2013 | JUDGE | J287 | OKEEFE, JOSEPH D | |
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 3 | ATTORNEY | A76368 | DONAHUE, F SCOTT | ||
| Address: |
1515 MARKET STREET
SUITE 1540 PHILADELPHIA PA 19102 (215)568-2100 (215)569-0853 - FAX | Aliases: | none | ||
| 4 | TRUSTEE CORP FIDUCIARY/SURETY | @6636417 | WELLS FARGO BANK NA | ||
| Address: | Aliases: | none | |||
| 5 | INTERESTED PARTY | @6658926 | CONTI JR, ELMER | ||
| Address: | DUBLIN PA 18917 | Aliases: | none | ||
| 6 | PRO SE FILER | P14192 | HARE, DEBORAH L | ||
| Address: | PHILADELPHIA PA 19106 | Aliases: | none | ||
| 7 | 22-NOV-2013 | ATTORNEY | A72399 | ALLMAN, LEE R | |
| Address: |
41 PAOLI PLAZA
SUITE G PAOLI PA 19301 (215)352-3838 | Aliases: | none | ||
| 8 | ATTORNEY | A82245 | STEGOSSI, LAURA E | ||
| Address: |
1608 WALNUT STREET
SUITE 900 PHILADELPHIA PA 19103 (215)732-4200 (215)735-1858 - FAX | Aliases: | none | ||
| 9 | BENEFICIARY | @7585304 | AVELLINO, CAROLYN M | ||
| Address: | MALVERN PA 19355 | Aliases: | none | ||
| 10 | INTERESTED PARTY | @7585305 | PHILADELPHIA TRUST COMPANY | ||
| Address: | PHILADELPHIA PA 19103 | Aliases: | none | ||
| 11 | BENEFICIARY | @7585306 | CONTI, EMMA | ||
| Address: | PHILADELPHIA PA 19118 | Aliases: | none | ||
| 12 | BENEFICIARY | @7585307 | BARNUM, GEORGE | ||
| Address: | LOS ALAMOS NM 87544 | Aliases: | none | ||
| 13 | ATTORNEY | @7585308 | MANION, JAMES F | ||
| Address: |
C/O MANION PRIOR
840 FIRST AVENUE, SUITE 100 KING OF PRUSSIA PA 19406 | Aliases: | none | ||
| 14 | BENEFICIARY | @7585309 | MANNING, KELLY | ||
| Address: | ST DAVIDS PA 19087 | Aliases: | none | ||
| 15 | BENEFICIARY | @7585310 | MANNING, LAUREN | ||
| Address: | HOBOKEN NJ 07030 | Aliases: | none | ||
| 16 | ATTORNEY | @7585311 | ALLMAN, LEE R | ||
| Address: |
200 S. BROAD STREET
9TH FLOOR, SUITE 920 PHILADELPHIA PA 19102 | Aliases: | none | ||
| 17 | BENEFICIARY | @7585312 | AVELLINO, MATTHEW | ||
| Address: | MALVERN PA 19355 | Aliases: | none | ||
| 18 | BENEFICIARY | @7585313 | BARNUM, MIRIAM | ||
| Address: | LOS ALAMOS NM 87544 | Aliases: | none | ||
| 19 | BENEFICIARY | @7585314 | AVELLINO III, ROBERT D | ||
| Address: | MALVERN PA 19355 | Aliases: | none | ||
| 20 | BENEFICIARY | @7585315 | MANNING, ROBERT | ||
| Address: | ST DAVIDS PA 19087 | Aliases: | none | ||
| 21 | BENEFICIARY | @7585316 | AVELLINO, CAROLYN M | ||
| Address: | MALVERN PA 19355 | Aliases: | none | ||
| 22 | BENEFICIARY | @7585317 | CONTI, ELMER J | ||
| Address: | DUBLIN PA 18917 | Aliases: | none | ||
| 23 | BENEFICIARY | @7585318 | CONTI, ROBERT B | ||
| Address: | FLOURTOWN PA 19031 | Aliases: | none | ||
| 24 | BENEFICIARY | @7585319 | GIRARDI, NONA M | ||
| Address: | LOS ALAMOS NM 87544 | Aliases: | none | ||
| 25 | BENEFICIARY | @7585320 | GIRARDI, ERIC A | ||
| Address: | CRESCO PA 18326 | Aliases: | none | ||
| 26 | BENEFICIARY | @7585321 | MANNING, LAUREN C | ||
| Address: | ST DAVIDS PA 19087 | Aliases: | none | ||
| 27 | BENEFICIARY | @7585322 | MANNING, ANDREW | ||
| Address: | ST DAVIDS PA 19087 | Aliases: | none | ||
| 28 | JUDGE | J335 | HERRON, JOHN W | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 29 | 27-JAN-2016 | JUDGE | J287 | OKEEFE, JOSEPH D | |
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 30 | ATTORNEY | A72399 | ALLMAN, LEE R | ||
| Address: |
41 PAOLI PLAZA
SUITE G PAOLI PA 19301 (215)352-3838 | Aliases: | none | ||
| Filing Date/Time | Docket Type | Filing Party | Disposition Amount | Approval/ Entry Date |
|---|---|---|---|---|
|
21-JUN-2010
10:49 AM | ACCNT - ACCOUNT |
21-JUN-2010
12:20 PM |
||
| Docket Entry: | 00-101700 FIRST ACCOUNT OF WELLS FARGO BANK, N.A., TRUSTEES UNDER THE WILL OF JOHN B. CONTI, DECEASED. DONAHUE, ESQUIRE. AUDIT DATE AUGUST 2, 2010. | |||
|
21-JUN-2010
12:15 PM | ACTIV - ACTIVE CASE |
21-JUN-2010
12:15 PM |
||
| Docket Entry: | none. | |||
|
21-JUN-2010
12:35 PM | EAUDT - PLACED ON AUDIT LIST |
21-JUN-2010
12:35 PM |
||
| Docket Entry: | 00-101700 | |||
|
19-JUL-2010
11:46 AM | OBJCT - OBJECTIONS FILED | CONTI JR, ELMER |
19-JUL-2010
12:00 AM |
|
| Docket Entry: | 00-101700 OF ELMER CONTI, JR. TO THE ACCOUNTING. | |||
|
02-AUG-2010
09:15 AM | OBJCT - OBJECTIONS FILED |
02-AUG-2010
12:00 AM |
||
| Docket Entry: | OF EMMA M. L. CONTI TO THE ACCOUNTING.. | |||
|
02-AUG-2010
09:15 AM | OBJCT - OBJECTIONS FILED |
02-AUG-2010
12:00 AM |
||
| Docket Entry: | 00-101700 OF ERIC A GIRARDI TO THE ACCOUNTING.. | |||
|
10-SEP-2010
01:08 PM | WTOBJ - WITHDRAWAL OF OBJECTIONS |
10-SEP-2010
12:00 AM |
||
| Docket Entry: | OF EMMA CONTI. | |||
|
10-SEP-2010
01:09 PM | WTOBJ - WITHDRAWAL OF OBJECTIONS |
10-SEP-2010
12:00 AM |
||
| Docket Entry: | 00-101700 OF ERIC A. GIRARDI. | |||
|
10-SEP-2010
01:09 PM | WTOBJ - WITHDRAWAL OF OBJECTIONS |
10-SEP-2010
12:00 AM |
||
| Docket Entry: | 00-101700 OF ELMER CONTI, JR. | |||
|
27-OCT-2010
02:06 PM | PTION - PETITION |
28-OCT-2010
08:08 AM |
||
| Docket Entry: | 52-102952 DP | |||
|
24-MAR-2011
10:07 AM | DEADS - DECREE ISSUED | OKEEFE, JOSEPH D |
24-MAR-2011
12:00 AM |
|
| Docket Entry: | 52-102952 IT IS ORDERED AND DECREED THAT SAID PETITION IS GRANTED, AND, WELLS FARGO BANK, N.A., TRUSTEE OF THE TRUST UNDER THE WILL AND CODICILS OF JOHN B. CONTI, IS AUTHORIZED TO RECOVER ANY ASSETS IN THE NAME OF JOHN B. CONTI; IN THE NAME OF THE ESTATE OF JOHN B. CONTI; OR, IN THE NAME OF ALDA CONTI GIRARDI, EXECUTRIX OF THE ESTATE OF JOHN B. CONTI. O'KEEFE, ADM. J. DECREE SIGNED MARCH 21, 2011. | |||
|
24-MAR-2011
10:07 AM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
24-MAR-2011
10:11 AM |
||
| Docket Entry: | none. | |||
|
24-MAR-2011
10:19 AM | ADJAC - ADJUDICATION OF ACCOUNT | OKEEFE, JOSEPH D |
24-MAR-2011
10:32 AM |
|
| Docket Entry: | 00-101700 CONFIRMING FIRST ACCOUNT OF WELLS FARGO BANK, N.A., TRUSTEE. O'KEEFE, ADM. J. SIGNED MARCH 21, 2011. | |||
|
24-MAR-2011
10:32 AM | ADPFL - AUDIT PAPERS |
24-MAR-2011
12:00 AM |
||
| Docket Entry: | 00-101700 AUDIT PAPERS FILED. | |||
|
02-AUG-2013
10:41 AM | ENAPP - ENTRY OF APPEARANCE | ALLMAN, LEE R |
02-AUG-2013
10:54 AM |
|
| Docket Entry: | 01-132301 .. | |||
|
04-SEP-2013
12:38 PM | ACCNT - ACCOUNT | STEGOSSI, LAURA E |
04-SEP-2013
01:13 PM |
|
| Docket Entry: | 00-132700 SECOND ACCOUNT OF WELLS FARGO BANK, N.A., TRUSTEE. STEGOSSI, ESQUIRE. AUDIT DATE: OCTOBER 7, 2013. | |||
|
09-SEP-2013
08:40 AM | EAUDT - PLACED ON AUDIT LIST |
09-SEP-2013
08:40 AM |
||
| Docket Entry: | 00-132700 | |||
|
16-SEP-2013
03:20 PM | PTION - PETITION |
16-SEP-2013
03:25 PM |
||
| Docket Entry: | 33-132833 TO MODIFY TRUST. RESPONSE DATE: OCTOBER 7, 2013. | |||
|
26-SEP-2013
07:12 PM | OBJCT - OBJECTIONS FILED |
27-SEP-2013
10:02 AM |
||
| Docket Entry: | 00-132700 00-132700 | |||
|
07-OCT-2013
08:50 AM | PTION - PETITION |
07-OCT-2013
09:03 AM |
||
| Docket Entry: | 70-133070 RESPONSE DATE IS OCTOBER 28, 2013.. | |||
|
07-OCT-2013
03:02 PM | ADPFL - AUDIT PAPERS |
22-OCT-2013
12:00 AM |
||
| Docket Entry: | 00-132700 | |||
|
09-OCT-2013
01:50 PM | DEADS - DECREE ISSUED | OKEEFE, JOSEPH D |
09-OCT-2013
12:00 AM |
|
| Docket Entry: | 00-132700 IT IS HEREBY ORDERED THAT: 1. COUNSEL MAY ENGAGE IN INFORMAL DISCOVERY WHICH SHALL END ON OR BEFORE DECEMBER 17, 2013; 2. COUNSEL MAY THEREAFTER REQUEST A CONFERENCE AND THE COURT WILL GRANT THE REQUEST UPON THE ASSUMPTION THAT THE PARTIES HAVE RESOLVED AS MANY OBJECTIONS AS POSSIBLE IN GOOD FAITH; AND 3. COUNSEL SHALL APPEAR AND ARE ATTACHED FOR TRIAL ON ALL UNRESOLVED OBJECTIONS ON JANUARY 21, 2014 AT 10:00 A.M. IN COURTROOM 414, CITY HALL. HERRON, J. DECREE SIGNED OCTOBER 7, 2013. | |||
|
09-OCT-2013
01:50 PM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
09-OCT-2013
01:53 PM |
||
| Docket Entry: | none. | |||
|
10-OCT-2013
08:41 AM | DEADS - DECREE ISSUED | OKEEFE, JOSEPH D |
10-OCT-2013
12:00 AM |
|
| Docket Entry: | IT IS ORDERED AND DECREED THAT ALL MATTERS PERTAINING TO THE ESTATE OF JOHN B. CONTI, DECEASED, INCLUDING BUT NOT LIMITED TO THE AUDIT OF THE SECOND ACCOUNT OF WELLS FARGO BANK, N.A., TRUSTEE, BEARING CONTROL NUMBER 132700, AND, THE PETITION TO MODIFY THE TRUST BEARING CONTROL NUMBER 132833, ARE ASSIGNED TO JUDGE JOHN W. HERRON. O'KEEFE, ADM. J. DECREE SIGNED OCTOBER 8, 2013. | |||
|
10-OCT-2013
08:41 AM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
10-OCT-2013
08:43 AM |
||
| Docket Entry: | none. | |||
|
22-NOV-2013
10:26 AM | WTAPP - WITHDRAWAL/ENTRY OF APPEARANCE | ALLMAN, LEE R |
22-NOV-2013
02:22 PM |
|
| Docket Entry: | 43-133643 .. | |||
|
26-NOV-2013
09:27 AM | PTION - PETITION |
26-NOV-2013
11:14 AM |
||
| Docket Entry: | 71-133671 .. | |||
|
06-DEC-2013
10:05 AM | ANSWR - ANSWER |
06-DEC-2013
10:15 AM |
||
| Docket Entry: | 71-133671 DP | |||
|
16-DEC-2013
11:03 AM | DEADS - DECREE ISSUED | OKEEFE, JOSEPH D |
16-DEC-2013
12:00 AM |
|
| Docket Entry: | 71-133671 IT IS ORDERED AND DECREED THAT THE CURRENT CORPORATE TRUSTEE, WELLS FARGO BANK, N.A. IS COMPELLED TO PROVIDE DISCOVERY RESPONSES DATED OCTOBER 24, 2013 WITHOUT OBJECTION, PERMIT COUNSEL FOR THE PETITIONER ACCESS TO THE TRUST ADMINISTRATION FILE, AND PROVIDE SIGNED AND NOTARIZED AUTHORIZATIONS FOR NON-PARTIES BEAM, INC. AND WELLS FARGO SHAREOWNER SERVICES TO COUNSEL FOR THE CONTI TUW SUI JURIS BENEFICIARIES WITHIN 15 DAYS OF THE RECEIPT OF THIS DECREE. TRIAL IN THIS MATTER IS RESCHEDULED FOR FEBRUARY 18, 2014 AT 9:30 AM IN COURTROOM 416 CITY HALL. 15 DAYS PRIOR TO TRIAL COUNSEL FOR THE PARTIES SHALL SUBMIT A PROPOSED ORDER FOR RELIEF, EITHER ONE AGREED UPON OR SEPARATE PROPOSALS, AND THE PARTIES SHALL SUBMIT A LIST OF WITNESSES AND AN ESTIMATE OF THE TRIAL TIME REQUESTED. HERRON, J. DECREE SIGNED DECEMBER 11, 2013. | |||
|
16-DEC-2013
11:03 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
16-DEC-2013
11:18 AM |
||
| Docket Entry: | NOTICE GIVEN ON 16-DEC-2013 OF DECREE ISSUED ENTERED ON 16-DEC-2013. | |||
|
30-JAN-2014
04:08 PM | DEADS - DECREE ISSUED | OKEEFE, JOSEPH D |
30-JAN-2014
12:00 AM |
|
| Docket Entry: | 00-132700 IT IS HEREBY ORDERED THAT THE TRIAL SCHEDULED FOR FEBRUARY 18, 2014 IS CONTINUED TO APRIL 16, 2014 AT 9:00A.M. IN COURTROOM 414 CITY HALL, PHILADELPHI. ALL COUNSEL ARE ATTACHED FOR THE DURATION OF THE TRIAL. NO FURTHER CONTINUANCES WILL BE GRANTED AS THIS IS A MUST BE TRIED DATE. ALL COUNSEL SHALL SUBMIT A LIST OF WITNESSES BY APRIL 10, 2014 AND AN ESTIMATED WITNESS TIME REQUIRED. THE COURT WILL SUA SPONTE PRECLUDE THE CALLING OF ANY WITNESS NOT IDENTIFIED BY APRIL 10, 2014. THE REQUEST FOR AN INFORMAL CONFERENCE IS DENIED. O'KEEFE, ADM. J. DECREE SIGNED JANUARY 28, 2014. | |||
|
30-JAN-2014
04:08 PM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
30-JAN-2014
04:35 PM |
||
| Docket Entry: | NOTICE GIVEN ON 30-JAN-2014 OF DECREE ISSUED ENTERED ON 30-JAN-2014. | |||
|
30-JAN-2014
04:36 PM | EHRNG - HEARING SCHEDULED |
30-JAN-2014
04:36 PM |
||
| Docket Entry: | 00-132700 | |||
|
30-JAN-2014
04:36 PM | MHHRS - HEARING SCHEDULED |
30-JAN-2014
04:36 PM |
||
| Docket Entry: | 00-132700 | |||
|
19-SEP-2014
10:57 AM | DEADS - DECREE ISSUED | HERRON, JOHN W |
19-SEP-2014
12:00 AM |
|
| Docket Entry: | 52-102952 CONSENT DECREE. HERRON, J. SIGNED SEPTEMBER 17, 2014. | |||
|
19-SEP-2014
10:57 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
22-SEP-2014
08:21 AM |
||
| Docket Entry: | NOTICE GIVEN ON 22-SEP-2014 OF DECREE ISSUED ENTERED ON 19-SEP-2014. | |||
|
19-SEP-2014
11:01 AM | DEADS - DECREE ISSUED | HERRON, JOHN W |
19-SEP-2014
12:00 AM |
|
| Docket Entry: | 33-132833 IT IS ORDERED THAT THE PETITION TO APPROVE THE NONJUDICIAL SETTLEMENT AGREEMENT IS DENIED WITHOUT PREJUDICE FOR THE REASONS SET FORTH IN A CONTEMPORANEOUSLY ISSUED ADJUDICATION. HERRON, J. DECREE SIGNED SEPTEMBER 17, 2014. | |||
|
19-SEP-2014
11:01 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
22-SEP-2014
08:19 AM |
||
| Docket Entry: | NOTICE GIVEN ON 22-SEP-2014 OF DECREE ISSUED ENTERED ON 19-SEP-2014. | |||
|
19-SEP-2014
11:04 AM | DEADS - DECREE ISSUED | HERRON, JOHN W |
19-SEP-2014
12:00 AM |
|
| Docket Entry: | 70-133070 IT IS ORDERED THAT THE PETITION IS GRANTED AND THE RESIGNATION OF PETITIONER, WELLS FARGO BANK, N.A. AS TRUSTEE OF THE RESIDUARY TRUST UNDER THE WILL OF JOHN B. CONTI, DECEASED, IS APPROVED, EFFECTIVE UPON THE ADJUDICATION OF THE SECOND ACCOUNT OF THE RESIDUARY TRUST. IT IS FURTHER ORDERED THAT THE PHILADELPHIA TRUST COMPANY IS APPOINTED AS SUBSTITUTE TRUSTEE OF THE RESIDUARY TRUST UNDER THE WILL OF JOHN B. CONTI, DECEASED, EFFECTIVE UPON THE ADJUDICATION OF THE SECOND ACCOUNT OF THE RESIDUARY TRUST. HERRON, J. DECREE SIGNED SEPTEMBER 17, 2014. | |||
|
19-SEP-2014
11:04 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
22-SEP-2014
08:10 AM |
||
| Docket Entry: | NOTICE GIVEN ON 22-SEP-2014 OF DECREE ISSUED ENTERED ON 19-SEP-2014. | |||
|
19-SEP-2014
11:07 AM | ADJAC - ADJUDICATION OF ACCOUNT | HERRON, JOHN W |
19-SEP-2014
12:00 AM |
|
| Docket Entry: | 00-132700, 33-132833, 70-133070 ADJUDICATION CONFIRMING SECOND ACCOUNT OF WELLS FARGO BANK, N.A. TRUSTEE UNDER WILL OF JOHN B. CONTI, DECEASED. HERRON, J. SIGNED SEPTEMBER 17, 2014. | |||
|
19-SEP-2014
11:07 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
22-SEP-2014
08:16 AM |
||
| Docket Entry: | NOTICE GIVEN ON 22-SEP-2014 OF ADJUDICATION OF ACCOUNT ENTERED ON 19-SEP-2014. | |||
|
19-SEP-2014
11:29 AM | ADPFL - AUDIT PAPERS | HERRON, JOHN W |
19-SEP-2014
12:00 AM |
|
| Docket Entry: | 00-132700, 33-132833, 70-133070 AUDIT PAPERS FILED. | |||