Orphans' Court Division

Docket Report


Case Description
 Case ID: 1009IV of 2008
 Case Caption:  HERMAN J FIRSTIN, INTERVIVOS TRUST
  Filing Date: Tuesday , August 05th, 2008
  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 @6091263 FIRSTIN, HERMAN J
Address: PHILADELPHIA PA 19107  Aliases: none
 
2 11   ACCOUNTANT @6091264 PNC BANK NA
Address: PITTSBURGH PA 15222-2719  Aliases: none
 
3     BENEFICIARY @6091265 FIRSTIN, JENNIFER
Address: PITTSBURGH PA 15222-2719  Aliases: none
 
4     BENEFICIARY @6091266 BRYON, CAROLE R
Address: BOYNTON FL 33436  Aliases: none
 
5     BENEFICIARY @6091267 DRUTT, MICHAEL E
Address: CLEARMONT FL 34711  Aliases: none
 
6     BENEFICIARY @6091268 BARTH, LAWRENCE
Address: PHILADELPHIA PA 19103  Aliases: none
 
7     TRUSTEE INDIVIDUAL @6091269 SCHACHTEL, WALTER
Address: WYNNEWOOD PA 19096  Aliases: none
 
8   06-AUG-2008 JUDGE J371 LAZARUS, ANNE E
Address: PHILADELPHIA PA 19107  Aliases: none
 
9   15-OCT-2009 ATTORNEY A34500 KOPLIN, BERNICE J
Address: SUITE 1835
PHILADELPHIA PA 19109-1008
(215)772-1700
(215)772-0312 - FAX
 Aliases: none
 
10     JUDGE J287 OKEEFE, JOSEPH D
Address: PHILADELPHIA PA 19107  Aliases: none
 
11     ATTORNEY A40949 FELDMAN, PAUL L
Address: 820 HOMESTEAD RD.
JENKINTOWN PA 19046
(215)887-5300
(215)887-1060 - FAX
 Aliases: none
 
12     ATTORNEY A4347 ALEXANDER, GREGORY G
Address: 1880 JOHN F. KENNEDY BLVD.
SUITE 1740
PHILADELPHIA PA 19103
(215)564-6400
(215)564-6852 - FAX
 Aliases: none
 
13     ATTORNEY A34500 KOPLIN, BERNICE J
Address: SUITE 1835
PHILADELPHIA PA 19109-1008
(215)772-1700
(215)772-0312 - FAX
 Aliases: none


Docket Entries

Filing Date/TimeDocket TypeFiling PartyDisposition AmountApproval/
Entry Date
05-AUG-2008
04:12 PM
ACTIV - ACTIVE CASE     05-AUG-2008
04:38 PM
Docket Entry: E-Filing Control Number: 0804495
 
05-AUG-2008
04:12 PM
ACCNT - ACCOUNT KOPLIN, BERNICE J   05-AUG-2008
04:38 PM
Docket Entry: 14-081514 FIRST AND FINAL ACCOUNT FOR THE TRUST ESTABLISHED UNDER AGREEMENT OF HERMAN J. FIRSTIN, DECEASED DATED OCTOBER 15, 1956 AS STATED BY PNC BANK, NATIONAL ASSOCIATION, SURVIVING TRUSTEE AND WALTER SCHACHTEL (DECEASED TRSUTEE, DIED JUNE 23, 2004) PRESENTED ON HIS BEHALF BY SHIRLEE SCHACHTEL (EXECUTRIX OF THE ESTATE OF WALTER SCHACHTEL). AUDIT LIST: SEPTEMBER 8, 2008.
 
15-OCT-2008
11:47 AM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   15-OCT-2008
12:00 AM
Docket Entry: 14-081514 THIS MATTER IS CONTINUED TO THE NOVEMBER 3, 2008 DEFERRED AUDIT LIST. DECREE SIGNED OCTOBER 14, 2008.
 
15-OCT-2008
11:47 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     15-OCT-2008
11:48 AM
Docket Entry: none.
 
04-DEC-2008
09:05 AM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   04-DEC-2008
12:00 AM
Docket Entry: 14-081514 MATTER IS CONTINUED TO THE JANUARY 5, 2009 DEFERRED AUDIT LIST. DECREE SIGNED DECEMBER 1, 2008.
 
04-DEC-2008
09:05 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     04-DEC-2008
09:06 AM
Docket Entry: none.
 
10-MAR-2009
01:31 PM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   10-MAR-2009
12:00 AM
Docket Entry: 14-081514 CONFERENCE SCHEDULED ON JUNE 1, 2009. JENNIFER FIRSTIN WILL FILE FORMAL OBJECTIONS. DECREE SIGNED MARCH 10, 2009.
 
10-MAR-2009
01:31 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     10-MAR-2009
01:32 PM
Docket Entry: none.
 
10-MAR-2009
01:33 PM
ECONF - CONFERENCE SCHEDULED     10-MAR-2009
01:33 PM
Docket Entry: 14-081514
 
11-MAY-2009
11:37 AM
DEADS - DECREE ISSUED OKEEFE, JOSEPH D   11-MAY-2009
11:39 AM
Docket Entry: 14-081514 THE CONFERENCE ON JUNE 1, 2009 IS CANCELLED. GREGORY G. ALEXANDER, ESQ., AND ALEXANDER & PELLI ARE PERMITTED TO WITHDRAW AS COUNSEL FOR JENNIFER FIRSTIN. PROOF OF SERVICE ORDERED. DECREE SIGNED MAY 8, 2009.
 
11-MAY-2009
11:37 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     11-MAY-2009
11:39 AM
Docket Entry: none.
 
25-AUG-2009
11:19 AM
OBJCT - OBJECTIONS FILED FIRSTIN, JENNIFER   25-AUG-2009
12:00 AM
Docket Entry: 14-081514 FORMAL WRITTEN OBJECTIONS TO PNC'S ACCOUNT OF SAID TRUST
 
02-SEP-2009
01:38 PM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   02-SEP-2009
12:00 AM
Docket Entry: 14-081514 THIS COURT SHALL HOLD A HEARING ON NOVEMBER 4, 2009 AT 10:00 A.M. DECREE SIGNED SEPTEMBER 2, 2009 O'KEEFE, ADM.J.
 
02-SEP-2009
01:38 PM
NTGVN - NOTICE GIVEN UNDER RULE 236     02-SEP-2009
01:43 PM
Docket Entry: none.
 
04-SEP-2009
12:24 PM
EHRNG - HEARING SCHEDULED     04-SEP-2009
12:24 PM
Docket Entry: 14-081514
 
05-OCT-2009
09:15 AM
DEHFD - DECREE - HEARING SCHEDULED OKEEFE, JOSEPH D   05-OCT-2009
09:16 AM
Docket Entry: 14-081514 HEARING SCHEDULED FOR NOVEMBER 5, 2009. AMENDED DECREE SIGNED OCTOBER 2, 2009.
 
05-OCT-2009
09:15 AM
NTGVN - NOTICE GIVEN UNDER RULE 236     05-OCT-2009
09:16 AM
Docket Entry: none.
 
05-OCT-2009
09:17 AM
EHRNG - HEARING SCHEDULED     05-OCT-2009
09:17 AM
Docket Entry: 14-081514
 
15-OCT-2009
11:45 AM
ENAPP - ENTRY OF APPEARANCE FELDMAN, PAUL L   15-OCT-2009
11:47 AM
Docket Entry: 76-092676 AS COUNSEL FOR PNC BANK, TRUSTEE.
 
15-OCT-2009
12:16 PM
WTAPO - WITHDRAWAL OF APPEARANCE KOPLIN, BERNICE J   15-OCT-2009
01:03 PM
Docket Entry: 78-092678 AS COUNSEL FOR PNC BANK, TRUSTEE.
 
27-OCT-2009
11:45 AM
ANSWR - ANSWER PNC BANK NA,   27-OCT-2009
01:12 PM
Docket Entry: 14-081514 ANSWER OF PNC BANK, NA.A., TRUSTEE, TO OBJECTIONS.
 
03-NOV-2009
05:45 PM
WTAPO - WITHDRAWAL OF APPEARANCE ALEXANDER, GREGORY G   04-NOV-2009
08:25 AM
Docket Entry: 66-092866 OF GREGORY G. ALEXANDER ON BEHALF OF JENNIFER FIRSTIN.
 
05-JAN-2010
10:39 AM
NOTTF - NOTES OF TESTIMONY FILED     05-JAN-2010
12:00 AM
Docket Entry: DATE OF HEARING NOVEMBER 5, 2009. COURT REPORTER CAROL PHY.
 
05-JAN-2010
10:41 AM
HREXP - HEARING EXHIBITS FILED     05-JAN-2010
12:00 AM
Docket Entry: EXHIBITS FROM HEARING HELD ON NOVEMBER 5, 2009.
 
26-FEB-2010
01:36 PM
MEMLW - MEMORANDUM OF LAW PNC BANK NA,   26-FEB-2010
01:38 PM
Docket Entry: 14-081514 .
 
12-APR-2010
02:19 PM
BRIEF - BRIEF KOPLIN, BERNICE J   12-APR-2010
02:34 PM
Docket Entry: 14-081514 ..
 
01-JUL-2010
03:13 PM
ADJAC - ADJUDICATION OF ACCOUNT OKEEFE, JOSEPH D   01-JUL-2010
03:16 PM
Docket Entry: 14-081514 CONFIRMING THE FIRST AND FINAL ACCOUNT OF PNC BANK, N.A., SURVIVING TRUSTEE OF THE TRUST UNDER AGREEMENT DATED OCTOBER 15, 1956, AND SHIRLEE SCHACHTEL, EXECUTRIX OF THE ESTATE OF WALTER SCHACHTEL. JOSEPH D. O'KEEFE, J. ADJUDICATION SIGNED JULY 1, 2010.

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