| Case ID: | 1444IV of 2007 | |
| Case Caption: | KATHARINE MATTHEWS, INTERVIVOS TRUST | |
| Filing Date: | Wednesday, October 03rd, 2007 | |
| Location: | CH - CITY HALL | |
| Case Type: | IV - INTER VIVOS TRUST | |
| Status: | SCHDA - SCHD OF DISTRIBUTION APPROVED |
| Seq # | Assoc | Expn Date | Type | ID | Name |
|---|---|---|---|---|---|
| 1 | DECEDENT | @5877101 | MATTHEWS, KATHARINE | ||
| Address: | PHILADELPHIA PA 19100 | Aliases: | none | ||
| 2 | 9 | TRUSTEE | @1217559 | GLENMEDE TRUST COMPANY | |
| Address: | PHILADELPHIA PA | Aliases: | none | ||
| 3 | 9 | TRUSTEE | @5877104 | PRITCHARD, DONALD B | |
| Address: | PHILADELPHIA PA 19103 | Aliases: | none | ||
| 4 | 9 | ATTORNEY | A3026 | LOMBARD JR, JOHN J | |
| Address: |
MCCARTER & ENGLISH, LLP
MELLON BANK CENTER, SUITE 700 1735 MARKET STREET PHILADELPHIA PA 19103 (215)979-3848 (215)979-3899 - FAX | Aliases: | none | ||
| 5 | 8 | BENEFICIARY | @5901002 | CHESTNUT HILL HEALTH CARE FOUNDATION | |
| Address: | PHILADELPHIA PA 19118 | Aliases: | none | ||
| 6 | INTERESTED PARTY | @5901003 | OFFICE OF THE ATTORNEY GENERAL, COMMONWEALTH OF PENNSYLVANIA | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 7 | JUDGE | J335 | HERRON, JOHN W | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 8 | ATTORNEY | A94246 | GROSS, ALISON A | ||
| Address: |
150 N. RADNOR CHESTER ROAD
SUITE F200 RADNOR PA 19087 (215)435-8524 (215)220-2668 - FAX | Aliases: | none | ||
| 9 | ATTORNEY | A83506 | JONES, PAULA M | ||
| Address: |
PO BOX 56137
PHILADELPHIA PA 19130 (484)680-1143 | Aliases: | none | ||
| 10 | 30-JAN-2008 | SETTLOR | @5961785 | MATTHEWS | |
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 11 | 13 | BENEFICIARY | @5961786 | PRESBYTERIAN CHURCH OF CHESTNUT HILL | |
| Address: | PHILADELPHIA PA 19118 | Aliases: | none | ||
| 12 | 30-JAN-2008 | BENEFICIARY | @5961787 | PRESBYTERIAN CHURCH OF CHESTNUT HILL | |
| Address: | PHILADELPHIA PA 19118 | Aliases: | none | ||
| 13 | ATTORNEY | A61130 | HELLER, GREGORY B | ||
| Address: |
1845 WALNUT STREET
21ST FLOOR PHILADELPHIA PA 19103 (215)567-8300 (215)567-8333 - FAX | Aliases: | none | ||
| 14 | BENEFICIARY | @5962076 | PHILADELPHIA ORCHESTRA | ||
| Address: | PHILADELPHIA PA 19102 | Aliases: | none | ||
| 19 | 30-SEP-2008 | SETTLOR | @6106264 | KATHARINE S. MATTHEWS CHARITABLE REMAINDER TRUST | |
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 20 | 30-SEP-2008 | TRUSTEE INDIVIDUAL | @6106265 | PRITCHARD, DONALD B | |
| Address: | NORRISTOWN PA 19401 | Aliases: | none | ||
| Filing Date/Time | Docket Type | Filing Party | Disposition Amount | Approval/ Entry Date |
|---|---|---|---|---|
|
03-OCT-2007
03:06 PM | ACTIV - ACTIVE CASE |
03-OCT-2007
03:08 PM |
||
| Docket Entry: | none. | |||
|
03-OCT-2007
03:16 PM | ACCNT - ACCOUNT | GLENMEDE TRUST COMPANY, |
03-OCT-2007
12:00 AM |
|
| Docket Entry: | 64-075764 SECOND AND FINAL ACCOUNTING OF GLENMEDE TRUST COMPANY,N.A., AND DONALD B. PRITCHARD, TRUSTEES FOR KATHARINE S. MATTHEWS CHARITABLE REMAINDER ANNUITY TRUST UNDER DEED DATED DECEMBER 20,1991 AS AMENDED AND RESTATED OCTOBER 25, 1995 FILED. AUDIT LIST NOVEMBER 5, 2007 | |||
|
22-OCT-2007
02:41 PM | EAUDT - PLACED ON AUDIT LIST |
22-OCT-2007
02:41 PM |
||
| Docket Entry: | 64-075764 | |||
|
02-NOV-2007
11:25 AM | OBJCT - OBJECTIONS FILED | GROSS, ALISON A |
02-NOV-2007
11:29 AM |
|
| Docket Entry: | 64-075764 OBJECTIONS OF CHESTNUT HILL HEALTH CARE FOUNDATION. | |||
|
07-NOV-2007
12:15 PM | DEHFD - DECREE - HEARING SCHEDULED | HERRON, JOHN W |
07-NOV-2007
12:00 AM |
|
| Docket Entry: | 64-075764 IT IS HEREBY ORDERED AND DECREED THAT ALL COUNSEL APPEAR FOR AN INFORMAL CONFERENCE ON NOVEMBER 13, 2007 AT 3:00 P.M. IN ROOM 300 CITY HALL. HERRON, J. DECREE SIGNED NOVEMBER 6, 2007. | |||
|
07-NOV-2007
12:15 PM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
07-NOV-2007
12:16 PM |
||
| Docket Entry: | none. | |||
|
19-NOV-2007
04:16 PM | DEADS - DECREE ISSUED | HERRON, JOHN W |
19-NOV-2007
12:00 AM |
|
| Docket Entry: | 64-075764 ANY PARTY MAY SUBMIT A MEMORANDUM OF LAW BY JANUARY 30, 2008 AND A REPLY BY FEBRUARY 10, 2008. DECREE SIGNED NOVEMBER 19, 2007. | |||
|
19-NOV-2007
04:16 PM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
19-NOV-2007
04:17 PM |
||
| Docket Entry: | none. | |||
|
29-JAN-2008
01:37 PM | MEMLW - MEMORANDUM OF LAW | JONES, PAULA M |
29-JAN-2008
01:39 PM |
|
| Docket Entry: | 64-075764 . | |||
|
30-JAN-2008
10:55 AM | MEMLW - MEMORANDUM OF LAW | HELLER, GREGORY B |
30-JAN-2008
11:40 AM |
|
| Docket Entry: | 00-080200 MEMORANDUM OF LAW IN SUPPORT OF TRUSTEES' EXERCISE OF DISCRETION SUBMITTED BY THE PRESBYTERIAN CHURCH OF CHESTNUT HILL. | |||
|
30-JAN-2008
03:02 PM | MEMLW - MEMORANDUM OF LAW | GROSS, ALISON A |
30-JAN-2008
03:02 PM |
|
| Docket Entry: | 64-075764 . | |||
|
08-FEB-2008
12:42 PM | MEMLW - MEMORANDUM OF LAW | GROSS, ALISON A |
08-FEB-2008
12:47 PM |
|
| Docket Entry: | 64-075764 . | |||
|
11-FEB-2008
12:03 PM | MEMLW - MEMORANDUM OF LAW | JONES, PAULA M |
11-FEB-2008
12:47 PM |
|
| Docket Entry: | 64-075764 . | |||
|
11-FEB-2008
04:20 PM | MEMLW - MEMORANDUM OF LAW | HELLER, GREGORY B |
12-FEB-2008
08:27 AM |
|
| Docket Entry: | 64-075764 . | |||
|
30-APR-2008
09:36 AM | ADJAC - ADJUDICATION OF ACCOUNT | HERRON, JOHN W |
30-APR-2008
09:39 AM |
|
| Docket Entry: | 64-075764 CONFIRMING SECOND ACCOUNTING OF THE GLENMEDE TRUST COMPANY, N.A.AND DONALD P. PRITCHARD, TRUSTEES ADJUDICATION SIGNED APRIL 29, 2008 HERRON,J. | |||
|
03-SEP-2008
03:21 PM | SCHDF - SCHEDULE OF DISTRIBUTION | JONES, PAULA M |
04-SEP-2008
11:09 AM |
|
| Docket Entry: | 79-082179 DP | |||
|
30-SEP-2008
03:33 PM | SCHDA - SCHD OF DISTRIBUTION APPROVED | HERRON, JOHN W |
30-SEP-2008
12:00 AM |
|
| Docket Entry: | 79-082179 SCHEDULE APPROVED SEPTEMBER 30, 2008. | |||
|
30-SEP-2008
03:33 PM | NTGVN - NOTICE GIVEN UNDER RULE 236 |
30-SEP-2008
03:34 PM |
||
| Docket Entry: | none. | |||