Orphans' Court Division

Docket Report


Case Description
 Case ID: 620IV of 2004
 Case Caption:  SIDNEY B & FRANCES GOLUB, INTERVIVOS TRUST
  Filing Date: Monday , April 19th, 2004
  Location: CH - CITY HALL
  Case Type:  IV - INTER VIVOS TRUST
 Status:  ADJAC - ADJUDICATION OF ACCOUNT

Related Cases

No related cases were found.


Case Event Schedule

No case events were found.


Case Parties

Seq #AssocExpn DateTypeIDName
1     SETTLOR @4949686 GOLUB, SIDNEY B
Address: PHILADELPHIA PA 19100  Aliases: none
 
2     SETTLOR @4949688 GOLUB, FRANCES K
Address: PHILADELPHIA PA 19100  Aliases: none
 
3     ATTORNEY A30720 GILBOY, KEVIN P
Address: GILBOY & GILBOY LLP
100 N. 18TH ST.
SUITE 1825
PHILADELPHIA PA 19103
(267)861-0531
(267)861-0563 - FAX
 Aliases: none
 
4 3   TRUSTEE CORP FIDUCIARY/SURETY @3600119 PNC BANK NA
Address: LOUISVILLE KY 40202  Aliases: none
 
5 15   INTERESTED PARTY @4949808 GOLUB, EDWARD
Address: EVERETT WA 98208  Aliases: none
 
6     INTERESTED PARTY @4949814 GOLUB, SALLY
Address: EVERETT WA 98208  Aliases: none
 
7 27   INTERESTED PARTY @4949826 SHULTES, ZENA
Address: PLYMOUTH MEETING PA 19462  Aliases: none
 
8     INTERESTED PARTY @4949828 GOLUB, SANDRA
Address: EVERETT WA 98208  Aliases: none
 
9     INTERESTED PARTY @4950867 GOLUB, JASON
Address: EVERETT WA 98208  Aliases: none
 
10     INTERESTED PARTY @4950869 GOLUB, MELISSA
Address: EVERETT WA 98208  Aliases: none
 
11     INTERESTED PARTY @4950871 GOLUB, RYAN SAMUEL
Address: EVERETT WA 98208  Aliases: none
 
12     INTERESTED PARTY @4950878 SHULTES, ELIZABETH
Address: PLYMOUTH MEETING PA 19462  Aliases: none
 
13     JUDGE J335 HERRON, JOHN W
Address: PHILADELPHIA PA 19107  Aliases: none
 
14   07-JUL-2006 ATTORNEY A84716 VANDUYNE-KING, JULIANNA G
Address: 121 SIBLEY AVE
ARDMORE PA 19003
(610)645-0992
(610)645-9963 - FAX
 Aliases: none
 
15     ATTORNEY A40949 FELDMAN, PAUL L
Address: 820 HOMESTEAD RD.
JENKINTOWN PA 19046
(215)887-5300
(215)887-1060 - FAX
 Aliases: none
 
16   07-JUL-2006 SETTLOR @5438197 TRUST UNDER AGREEMENT OF SIDNEY B. GOLUB AND FRANCES K. GOLU
Address: PHILADELPHIA PA 19107  Aliases: none
 
17   03-APR-2007 ACCOUNTANT @5438198 PNC BANK NA
Address: PHILADELPHIA PA 19103  Aliases: none
 
18   07-JUL-2006 BENEFICIARY @5438199 GOLUB, SALLY
Address: EVERETT WA 98208  Aliases: none
 
19   07-JUL-2006 PETITIONER/OTHER INDIVIDUAL @5438200 GOLUB, EDWARD L
Address: EVERETT WA 98208  Aliases: none
 
20   07-JUL-2006 BENEFICIARY @5438201 GOLUB, SANDRA
Address: EVERETT WA 98208  Aliases: none
 
21   07-JUL-2006 BENEFICIARY @5438202 GOLUB, JASON
Address: EVERETT WA 98208  Aliases: none
 
22   07-JUL-2006 BENEFICIARY @5438203 GOLUB, MELISSA
Address: EV WA 98208  Aliases: none
 
23   07-JUL-2006 BENEFICIARY @5438204 GOLUB, RYAN S
Address: EV WA 98208  Aliases: none
 
24   07-JUL-2006 PETITIONER/OTHER INDIVIDUAL @5438205 SHULTES, ZENA
Address: N. CHARLESTON SC 29418  Aliases: none
 
25   07-JUL-2006 BENEFICIARY @5438206 SHULTES, ELIZABETH
Address: KING OF PRUSSIA PA 19406-1441  Aliases: none
 
27     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
 
28   03-APR-2007 SETTLOR @5675226 TRUST UNDER AGREEMENT OF SIDNEY B. GOLUB AND FRANCES K. GOLU
Address: PHILADELPHIA PA 19107  Aliases: none
 
29   03-APR-2007 ACCOUNTANT @5675227 PNC BANK NA
Address: PHILADELPHIA PA 19103  Aliases: none
 
30   03-APR-2007 BENEFICIARY @5675228 GOLUB, EDWARD
Address: EVERETT WA 98208  Aliases: none
 
31   03-APR-2007 BENEFICIARY @5675229 GOLUB, SALLY
Address: EVERETT WA 98208  Aliases: none
 
32   03-APR-2007 BENEFICIARY @5675230 SHULTES, ZENA
Address: NORTH CHARLESTON SC 29418  Aliases: none
 
33   03-APR-2007 BENEFICIARY @5675231 GOLUB, SANDRA
Address: EVERETT WA 98208  Aliases: none
 
34   03-APR-2007 BENEFICIARY @5675232 GOLUB, JASON
Address: EVERETT WA 98208  Aliases: none
 
35   03-APR-2007 BENEFICIARY @5675233 GOLUB, MELISSA
Address: EVERETT WA 98208  Aliases: none
 
36   03-APR-2007 BENEFICIARY @5675234 GOLUB, RYAN S
Address: EVERETT WA 98208  Aliases: none
 
37   03-APR-2007 BENEFICIARY @5675235 SHULTES, ELIZABETH
Address: NORTH CHARLESTON SC 29418  Aliases: none
 
38   03-APR-2007 ATTORNEY @5675236 MANNION, JAMES F
Address: MANNION PRIOR LLP
500 AMERICAN AVENUE
SUITE 302
KING OF PRUSSIA PA 19406-1441
 Aliases: none
 
39   03-APR-2007 ATTORNEY @5675237 FELDMAN, PAUL L
Address: FELDMAN & FELDMAN
820 HOMESTEAD ROAD
JENKINTOWN PA 19046
 Aliases: none


Docket Entries

Filing Date/TimeDocket TypeFiling PartyDisposition AmountApproval/
Entry Date
19-APR-2004
10:15 AM
ACTIV - ACTIVE CASE     19-APR-2004
10:16 AM
Docket Entry: none.
 
19-APR-2004
10:26 AM
ACCNT - ACCOUNT PNC BANK NA,   20-APR-2004
12:00 AM
Docket Entry: 92-040792 FIRST AND FINAL ACCOUNT OF PNC BANK, N.A., TRUSTEE OF THE TRUST UNDER AGREEMENT DATED SEPTEMBER 24, 1986, FILED. AUDIT LIST JUNE 7, 2004.
 
20-APR-2004
08:52 AM
AWFAO - ACCT WAITING FOR ASSIGN BY ADM     20-APR-2004
12:00 AM
Docket Entry: 92-040792
 
06-MAY-2004
10:24 AM
EAUDT - PLACED ON AUDIT LIST     06-MAY-2004
10:24 AM
Docket Entry: 92-040792
 
07-JUN-2004
09:00 AM
OBJCT - OBJECTIONS FILED SHULTES, ZENA   07-JUN-2004
12:00 AM
Docket Entry: 92-040792 TO THE FIRST AND FINAL ACCOUNT OF PNC BANK, N.A., TRUSTEE OF THE TRUST UNDER AGREEMENT DATED SEPTEMBER 24, 1986.
 
07-JUL-2004
02:35 PM
PTCTN - PETITION FOR CITATION PNC BANK NA,   07-JUL-2004
12:00 AM
Docket Entry: 94-041394 TO SHOW CAUSE WHY FUNDS SHOULD NOT BE RETURNED.
 
07-JUL-2004
02:47 PM
PTASG - PETITION ASSIGNED     07-JUL-2004
02:47 PM
Docket Entry: 94-041394 PETITION FOR CITATION TO SHOW CAUSE WHY FUNDS SHOULD NOT BE RETURNED IS ASSIGNED TO JUDGE JOHN W. HERRON ON JULY 7, 2004.
 
14-JUL-2004
11:18 AM
DECTA - DECREE - CITATION AWARDED HERRON, JOHN W   14-JUL-2004
12:00 AM
Docket Entry: 94-041394 TO ZANA SHULTES, INDIVIDUALLY AND AS AGENT UNDER THE POWER OF ATTORNEY OF FRANCES K. GOLUB, DECEASED TO SHOW CAUSE WHY SHE SHOULD NOT BE REQUIRED TO RETURN $182,261 TO EDWARD L. GOLUB, EXECUTOR OF THE WILL. HERRON, J. DECREE SIGNED JULY 12, 2004.
 
14-JUL-2004
11:18 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     14-JUL-2004
11:21 AM
Docket Entry: none.
 
14-JUL-2004
03:45 PM
EXTCT - EXIT CITATION     14-JUL-2004
12:00 AM
Docket Entry: 94-041394 RETURNABLE AUGUST 30, 2004.
 
30-JUL-2004
10:45 AM
PROSR - PROOF OF SERVICE PNC BANK NA,   30-JUL-2004
12:00 AM
Docket Entry: 94-041394
 
09-SEP-2004
03:17 PM
ANNWM - ANSWER WITH NEW MATTER SHULTES, ZENA   09-SEP-2004
12:00 AM
Docket Entry: 94-041394 ANSWER AND NEW MATTER TO PETITION FOR CITATION.
 
27-SEP-2004
09:51 AM
ANSWR - ANSWER PNC BANK NA,   27-SEP-2004
12:00 AM
Docket Entry: 94-041394 PNC BANK, N.A., TRUSTEE FILED IN RESPONSE TO ANSWER AND NEW MATTER.
 
05-OCT-2004
01:38 PM
DEADS - DECREE ISSUED HERRON, JOHN W   05-OCT-2004
12:00 AM
Docket Entry: 92-040792 THE BENEFICIARY AND OBJECTANT IS ORDERED TO FILE A MEMORANDUM OF LAW BY NOVEMBER 8, 2004. THE ACCOUNTANT WILL FILE A MEMORANDUM OF LAW BY DECEMBER 8, 2004. ANY REPLIES WILL BE FILED BY DECEMBER 13, 2004. DECREE SIGNED OCTOBER 5, 2004.
 
05-OCT-2004
01:38 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     05-OCT-2004
01:39 PM
Docket Entry: none.
 
06-OCT-2004
09:50 AM
PTION - PETITION SHULTES, ZENA   06-OCT-2004
12:00 AM
Docket Entry: 53-042053 PETITION TO STRIKE PNC BANK N.A., AS PARTY AND TO TRANSFER PETITION TO APPROPRIATE DOCKET RESPONSE DATE: OCTOBER 26, 2004
 
21-OCT-2004
12:19 PM
ANSWR - ANSWER PNC BANK NA,   21-OCT-2004
12:00 AM
Docket Entry: 53-042053 PNC BANK, N.A., FILED IN RESPONSE TO PETITION TO STRIKE.
 
27-OCT-2004
09:06 AM
PTASG - PETITION ASSIGNED     27-OCT-2004
09:06 AM
Docket Entry: 53-042053 PETITION TO STRIKE PNC BANK N.A. AS PARTY AND TO TRANSFER PETITION TO APPROPRIATE DOCKET IS ASSIGNED TO JUDGE HERRON ON OCTOBER 27,2004
 
05-APR-2005
03:32 PM
DEHFD - DECREE - HEARING SCHEDULED HERRON, JOHN W   05-APR-2005
03:34 PM
Docket Entry: 92-040792 A CONFERENCE WILL BE HELD ON APRIL 26, 2005. THE ADJUDICATION OF THE ACCOUNT WILL BE DEFERRED UNTIL AN ACTION IS INITIATED AS TO ZENA SHULTES' ALLEGED MISUSE OF A POWER OF ATTORNEY GRANTED TO HER BY FRANCES K. GOLUB. OPINION AND DECREE SIGNED MARCH 31, 2005.
 
05-APR-2005
03:32 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     05-APR-2005
03:34 PM
Docket Entry: none.
 
05-APR-2005
03:34 PM
ECONF - CONFERENCE SCHEDULED     05-APR-2005
03:34 PM
Docket Entry: 92-040792
 
25-APR-2005
09:46 AM
DEHFD - DECREE - HEARING SCHEDULED HERRON, JOHN W   25-APR-2005
09:50 AM
Docket Entry: 92-040792 IT IS HEREBY ORDERED AND DECREED THAT THE CONFERENCE IN THIS MATTER IS RESCHEDULED. HERRON, J. DECREE SIGNED APRIL 22, 2005.
 
25-APR-2005
09:46 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     25-APR-2005
09:50 AM
Docket Entry: none.
 
25-APR-2005
09:51 AM
ECONF - CONFERENCE SCHEDULED     25-APR-2005
09:51 AM
Docket Entry: 92-040792
 
02-MAY-2005
11:32 AM
ENAPP - ENTRY OF APPEARANCE FELDMAN, PAUL L   02-MAY-2005
12:00 AM
Docket Entry: none.
 
02-MAY-2005
02:49 PM
DEHFD - DECREE - HEARING SCHEDULED HERRON, JOHN W   02-MAY-2005
02:52 PM
Docket Entry: 92-040792 IT IS ORDERED AND DECREED THAT THE CONFERENCE IN THIS MATTER IS RESCHEDULED TO MAY 16, 2005 SIGNED MAY 2, 2005 HERRON,J.
 
02-MAY-2005
02:49 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     02-MAY-2005
02:52 PM
Docket Entry: none.
 
02-MAY-2005
02:53 PM
ECONF - CONFERENCE SCHEDULED     02-MAY-2005
02:53 PM
Docket Entry: 92-040792
 
24-MAY-2006
09:26 AM
PTION - PETITION GILBOY, KEVIN P   25-MAY-2006
09:21 AM
Docket Entry: 77-064477 RESPONSE DATE: JUNE 14, 2006
 
07-JUL-2006
02:54 PM
WTAPO - WITHDRAWAL OF APPEARANCE MANNION ESQ, JAMES F   07-JUL-2006
02:55 PM
Docket Entry: 67-067067 WITHDRAWAL OF APPEARANCE OF JULIANNA G. VAN DUYNE, ESQ., ON BEHALF OF ZENA SHULTES.
 
29-SEP-2006
09:33 AM
DEADS - DECREE ISSUED HERRON, JOHN W   29-SEP-2006
12:00 AM
Docket Entry: 77-064477 A SETTLEMENT AGREEMENT IS APPROVED. DECREE SIGNED SEPTEMBER 28, 2006.
 
29-SEP-2006
09:33 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     29-SEP-2006
09:33 AM
Docket Entry: none.
 
28-FEB-2007
12:22 PM
PRACP - PRAECIPE GILBOY, KEVIN P   28-FEB-2007
12:21 PM
Docket Entry: 51-070451 PRAECIPE FILED.
 
28-FEB-2007
03:12 PM
ACCAM - AMENDED ACCOUNT GILBOY, KEVIN P   28-FEB-2007
03:33 PM
Docket Entry: 92-040792 .
 
06-MAR-2007
12:09 PM
DEHFD - DECREE - HEARING SCHEDULED HERRON, JOHN W   06-MAR-2007
12:00 AM
Docket Entry: 92-040792 IT IS HEREBY ORDERED AND DECREED THAT THIS MATTER IS CONTINUED TO THE APRIL 2, 2007 AUDIT LIST AT 11:00 A.M. IN COURTROOM 416, CITY HALL. HERRON, J. DECREE SIGNED MARCH 5, 2007.
 
06-MAR-2007
12:09 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     06-MAR-2007
12:11 PM
Docket Entry: none.
 
03-APR-2007
10:18 AM
ADPFL - AUDIT PAPERS     03-APR-2007
12:00 AM
Docket Entry: 92-040792
 
22-OCT-2007
02:01 PM
ADJAC - ADJUDICATION OF ACCOUNT HERRON, JOHN W   22-OCT-2007
02:04 PM
Docket Entry: 92-040792 CONFIRMING THE FIRST AND FINAL ACCOUNT OF PNC BANK, N.A. FOR THE TRUST AGREEMENT OF SYDNEY AND FRANCES GOLUB DATED SEPTEMBER 24, 1985 AS AMENDED. HERRON, J. ADJUDICATION SIGNED OCTOBER 22, 2007.

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