| Case ID: | 319IV of 2015 | |
| Case Caption: | IRREVOCABLE TRUST OF ALFRED JOHN CLEGG, INTERVIVOS | |
| Filing Date: | Tuesday , March 17th, 2015 | |
| Location: | CH - CITY HALL | |
| Case Type: | IV - INTER VIVOS TRUST | |
| Status: | ADJAC - ADJUDICATION OF ACCOUNT |
| Event | Date/Time | Room | Location | Judge |
|---|---|---|---|---|
| AUDIT LIST |
05-OCT-2015
11:00 AM | CITY HALL | COURTROOM 416 | HERRON, JOHN W |
| Seq # | Assoc | Expn Date | Type | ID | Name |
|---|---|---|---|---|---|
| 1 | SETTLOR | @8115843 | IRREVOCABLE TRUST OF ALFRED JOHN CLEGG | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 2 | PETITIONER/OTHER ORGANIZATION | @8115844 | KRID COMMUNICATIONS LLC | ||
| Address: | PHILADELPHIA PA | Aliases: | none | ||
| 3 | JUDGE | J335 | HERRON, JOHN W | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 4 | ATTORNEY | A308317 | TANCREDI, DAMIEN N | ||
| Address: |
FLASTER/GREENBERG P.C.
1717 ARCH STREET SUITE 3300 PHILADELPHIA PA 19103 (215)587-5675 (215)279-9394 - FAX | Aliases: | none | ||
| 5 | ATTORNEY | A62062 | MCDONALD, JOSEPH P | ||
| Address: |
1720 KENDARBREN DRIVE
SUITE 712 JAMISON PA 18929 (267)483-5735 (267)483-5746 - FAX | Aliases: | none | ||
| 6 | ATTORNEY | A57427 | PRIOR, KARL | ||
| Address: |
840 FIRST AVENUE, SUITE 100
KING OF PRUSSIA PA 19406-1459 (610)265-7800 (610)265-1204 - FAX | Aliases: | none | ||
| 7 | SETTLOR | @8242582 | CLEGG, ALFRED | ||
| Address: | PHILADELPHIA PA 19107 | Aliases: | none | ||
| 8 | ATTORNEY | A205648 | GAYLE, JENNIFER D | ||
| Address: |
840 FIRST AVENUE, SUITE 100
SUITE 100 KING OF PRUSSIA PA 19406 (610)265-7800 (610)265-1204 - FAX | Aliases: | none | ||
| 9 | ATTORNEY | A202195 | BROWN, JUSTIN H | ||
| Address: |
BALLARD SPAHR LLP
1735 MARKET STREET, 51ST FLOOR PHILADELPHIA PA 19103 (215)864-8538 (215)864-8999 - FAX | Aliases: | none | ||
| Filing Date/Time | Docket Type | Filing Party | Disposition Amount | Approval/ Entry Date |
|---|---|---|---|---|
|
17-MAR-2015
11:35 AM | ACTIV - ACTIVE CASE |
17-MAR-2015
12:08 PM |
||
| Docket Entry: | E-Filing Control Number: 1503031909 | |||
|
17-MAR-2015
11:35 AM | PTION - PETITION | TANCREDI, DAMIEN N |
17-MAR-2015
12:08 PM |
|
| Docket Entry: | 77-150977 ++ | |||
|
25-MAR-2015
11:51 AM | DECTA - DECREE - CITATION AWARDED | HERRON, JOHN W |
25-MAR-2015
12:00 AM |
|
| Docket Entry: | 77-150977 TO DENISE BERNHEIM AND ROBERT ZOBEL TO SHOW CAUSE WHY THE ASSETS OF THE IRREVOCABLE TRUST OF ALFRED JOHN CLEGG, DATED SEPTEMBER 2, 1999, SHOULD NOT (1) BE ALTERNATIVE, (2) BE DISTRIBUTED TO BERNHEIM IN THE AMOUNT NOT LESS THAN THE VALUE OF THE JUDGEMENT HELD BY PETITIONER AGAINST BERNHEIM.. HERRON, J. DECREE SIGNED MARCH 19, 2015. | |||
|
25-MAR-2015
11:51 AM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
25-MAR-2015
02:51 PM |
||
| Docket Entry: | NOTICE GIVEN ON 25-MAR-2015 OF DECREE - CITATION AWARDED ENTERED ON 25-MAR-2015. | |||
|
27-MAR-2015
10:55 AM | EXTCT - EXIT CITATION |
27-MAR-2015
12:00 AM |
||
| Docket Entry: | 77-150977 RETURNABLE MAY 11, 2015 | |||
|
17-APR-2015
01:56 PM | PROSR - PROOF OF SERVICE |
17-APR-2015
03:01 PM |
||
| Docket Entry: | 77-150977 ++ | |||
|
17-APR-2015
02:00 PM | PROSR - PROOF OF SERVICE |
17-APR-2015
03:04 PM |
||
| Docket Entry: | 77-150977 ++ | |||
|
11-MAY-2015
11:21 AM | ANSWR - ANSWER | MCDONALD, JOSEPH P |
11-MAY-2015
11:49 AM |
|
| Docket Entry: | 77-150977 RESPONSE DATE IS JUNE 1, 2015 | |||
|
11-MAY-2015
01:12 PM | ENAPP - ENTRY OF APPEARANCE | PRIOR, KARL |
11-MAY-2015
03:12 PM |
|
| Docket Entry: | 76-151676 ++ | |||
|
11-MAY-2015
01:26 PM | ANSWR - ANSWER |
11-MAY-2015
03:17 PM |
||
| Docket Entry: | 77-150977 RESPONSE DATE IS JUNE 1, 2015 | |||
|
02-JUN-2015
09:37 AM | RPANM - REPLY TO ANSWER & NEW MATTER |
02-JUN-2015
10:09 AM |
||
| Docket Entry: | 77-150977 .. | |||
|
02-JUN-2015
09:38 AM | RPANM - REPLY TO ANSWER & NEW MATTER |
02-JUN-2015
10:10 AM |
||
| Docket Entry: | 77-150977 .. | |||
|
16-JUN-2015
12:21 PM | DEADS - DECREE ISSUED | HERRON, JOHN W |
16-JUN-2015
12:00 AM |
|
| Docket Entry: | 77-150977 IT IS ORDERED THAT THE PARTIES SHALL FILEMEMORANDUM OF LAW CITING REVEVANT PENNSYLVANIA PRECEDENT ON THE ISSUES OF WHETHER KRID COMMUNICATIONS LLC'S REQUEST IS BARRED BY THE TERMS OF THE TRUST, RELATING, INTER ALIA, TO THE SPENDTHRIFT PROVISION AND THE FACT THAT STEPHANIE CLEGG IS LIVING, AND WHETHER PETITIONER'S CLAIM IS UNENFORCEABLE WITHIN 30 DAYS OF THIS DECREE. RESPONDENTS DENISE BERNHEIM AND ROBERT ZOBEL SHALL FILE THEIR MEMORANDUM IN RESPONSE THIRTY DAYS AFTER THE FILING OF PETITIONER'S MEMORANDUM. PETITIONER SHALL THEREAFTER HAVE 10 DAYS TO FILE A REPLY, IF ANY. HERRON, J. DECREE SIGNRD JUNE 15, 2015 | |||
|
16-JUN-2015
12:21 PM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
16-JUN-2015
01:02 PM |
||
| Docket Entry: | NOTICE GIVEN ON 16-JUN-2015 OF DECREE ISSUED ENTERED ON 16-JUN-2015. | |||
|
15-JUL-2015
11:54 PM | MEMLW - MEMORANDUM OF LAW |
16-JUL-2015
08:31 AM |
||
| Docket Entry: | 77-150977 .. | |||
|
14-AUG-2015
01:34 PM | MEMLW - MEMORANDUM OF LAW |
17-AUG-2015
09:13 AM |
||
| Docket Entry: | 77-150977 .. | |||
|
14-AUG-2015
01:56 PM | ACCNT - ACCOUNT | GAYLE, JENNIFER D |
17-AUG-2015
09:40 AM |
|
| Docket Entry: | 26-152826 FIRST ACCOUNT OF ROBERT ZOBEL, TRUSTEE. GAYLE, ESQUIRE. AUDIT DATE OCTOBER 5, 2015.. | |||
|
24-AUG-2015
10:47 PM | MEMLW - MEMORANDUM OF LAW |
25-AUG-2015
08:12 AM |
||
| Docket Entry: | 77-150977 .. | |||
|
16-SEP-2015
08:41 AM | EAUDT - PLACED ON AUDIT LIST |
16-SEP-2015
08:41 AM |
||
| Docket Entry: | 26-152826 | |||
|
02-OCT-2015
09:32 AM | PROSR - PROOF OF SERVICE |
02-OCT-2015
10:33 AM |
||
| Docket Entry: | 99-153299 .. | |||
|
05-OCT-2015
11:39 AM | OBJCT - OBJECTIONS FILED |
05-OCT-2015
11:46 AM |
||
| Docket Entry: | 26-152826 ++ | |||
|
08-OCT-2015
10:50 AM | ENAPP - ENTRY OF APPEARANCE | PRIOR, KARL |
08-OCT-2015
12:00 AM |
|
| Docket Entry: | KARL PRIOR FILED AN ENTRY OF APPEARANCE. | |||
|
08-OCT-2015
10:51 AM | ENAPP - ENTRY OF APPEARANCE | TANCREDI, DAMIEN N |
08-OCT-2015
12:00 AM |
|
| Docket Entry: | DAMIEN NICHOLAS TANCREDI FILED AN ENTRY OF APPEARANCE. | |||
|
08-OCT-2015
10:53 AM | ENAPP - ENTRY OF APPEARANCE | BROWN, JUSTIN H |
08-OCT-2015
12:00 AM |
|
| Docket Entry: | JUSTIN H. BROWN FILED AN ENTRY OF APPEARANCE. | |||
|
15-OCT-2015
03:50 PM | PRACP - PRAECIPE |
15-OCT-2015
04:09 PM |
||
| Docket Entry: | 33-153433 ++ | |||
|
26-OCT-2015
02:56 PM | PRLOB - PRELIMINARY OBJECTIONS |
26-OCT-2015
03:11 PM |
||
| Docket Entry: | 81-153581 RESPONSE DATE: NOVEMBER 16, 2015. | |||
|
26-OCT-2015
03:03 PM | MEMLW - MEMORANDUM OF LAW |
26-OCT-2015
03:19 PM |
||
| Docket Entry: | 81-153581 .. | |||
|
21-DEC-2015
03:04 PM | DEADS - DECREE ISSUED | HERRON, JOHN W |
21-DEC-2015
12:00 AM |
|
| Docket Entry: | 77-150977 IT IS ORDERED AND DECREED THAT THE PETITION IS DENIED FOR THE REASONS SEDT FORTH IN A CONTEMPORANEOUSLY ISSUED ADJUDICATION. HERRON, J. DECREE SIGNED DECEMBER 21, 2015. | |||
|
21-DEC-2015
03:04 PM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
22-DEC-2015
08:44 AM |
||
| Docket Entry: | NOTICE GIVEN ON 22-DEC-2015 OF DECREE ISSUED ENTERED ON 21-DEC-2015. | |||
|
21-DEC-2015
03:05 PM | DEPOS - DECREE ISSUED - PO'S SUSTAINED | HERRON, JOHN W |
21-DEC-2015
12:00 AM |
|
| Docket Entry: | 81-153581 IT IS ORDERED THAT PRELIMINARY OBJECTIONS ARE SUSTAINED, THE OBJECTIONS ARE DISMISSED, AND THE ACCOUNT IS CONFIRMED FOR THE REASONS SET FORTH IN A CONTEMPORANEOUSLY ISSUED ADJUDICATION. HERRON, J. DECREE SIGNED DECEMBER 21, 2015. | |||
|
21-DEC-2015
03:05 PM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
22-DEC-2015
08:43 AM |
||
| Docket Entry: | NOTICE GIVEN ON 22-DEC-2015 OF DECREE ISSUED - PO'S SUSTAINED ENTERED ON 21-DEC-2015. | |||
|
21-DEC-2015
03:09 PM | ADJAC - ADJUDICATION OF ACCOUNT | HERRON, JOHN W |
21-DEC-2015
12:00 AM |
|
| Docket Entry: | 26-152826 - 81-153581 & 77-150977 CONFIRMING FIRST ACCOUNT OF ROBERT ZOBEL, TRUSTEE OF THE IRREVCABLE TRUST UNDER AGREEMENT OF ALFRED JOHN CLEGG, SETTLOR, DATED SEPTEMBER 2, 1999. HERRON, J. SIGNED DECEMBER 21, 2015. | |||
|
21-DEC-2015
03:09 PM | ZR236 - NOTICE GIVEN UNDER RULE 236 |
22-DEC-2015
08:37 AM |
||
| Docket Entry: | NOTICE GIVEN ON 22-DEC-2015 OF ADJUDICATION OF ACCOUNT ENTERED ON 21-DEC-2015. | |||