Source: s3://data.kl3m.ai/documents/govinfo/USCOURTS/USCOURTS-caed-2_06-cv-02905/USCOURTS-caed-2_06-cv-02905-3/pdf.json

Nature of Suit Code: 890
Nature of Suit: Other Statutory Actions
Cause of Action: 28:1335 Interpleader Action

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STIPULATION AND ORDER GRANTING JERRICURRY AUTHORITY TO ACT AS SIGNATOR

FOR LIMITED PURPOSE OF FILING DECEDENT’S TAX RETURNS

Case No. CIV S-06-02905 FCD GGH 1

Barbara E. Scramstad, California Bar No. 160036

Maureen M. Bryan, California Bar No. 185093

Amy G. Miller, California Bar No. 215539

SCRAMSTAD & BRYAN, P.C. 

2860 Howe Road, Suite 101

Martinez, CA 94553

Telephone: (925) 228-2008

Facsimile: (925) 228-2166

Attorneys for Defendant and Counterclaimant

Jerri Curry

IN THE UNITED STATES DISTRICT COURT

FOR THE EASTERN DISTRICT OF CALIFORNIA

CHARLES SCHWAB & CO., INC., Case No. CIV S-06-02905 FCD GGH

a corporation, 

Plaintiff, STIPULATION AND ORDER GRANTING

JERRI CURRY AUTHORITY TO ACT AS

SIGNATOR FOR THE LIMITED PURPOSE

OF FILING DECEDENT’S FINAL INCOME

vs. TAX RETURNS AND RELATED EXPENSES

FROM FUNDS HELD IN COURT

REGISTRY 

JERRI CURRY, JANICE M.

HAMMOND, WANDA JOYCE

TAKARA, BOB DURRIE, 

JEANNE WAGAMAN, TRACY Date of Hearing: February 11, 2008

NELSON, SARAH NELSON, DANIEL Time: 9:00 a.m.

CAMACHO, CHAD CAMACHO, Courtroom: 10

OPHIR-BEAR MOUNTAIN LODGE #33, Judge: Hon. Garland E. Burrell Jr.

and DOES 1- 10.

Defendants.

_____________________________________/

JERRI CURRY,

Counterclaimant,

vs.

CHARLES SCHWAB & CO., INC.,

a corporation,

Counterdefendant.

_____________________________________/

Case 2:06-cv-02905-GEB-GGH Document 101 Filed 02/08/08 Page 1 of 3
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STIPULATION AND ORDER GRANTING JERRICURRY AUTHORITY TO ACT AS SIGNATOR

FOR LIMITED PURPOSE OF FILING DECEDENT’S TAX RETURNS

Case No. CIV S-06-02905 FCD GGH 2

Subject to the approval of this Court, the parties hereby stipulate to the following:

1. Jerri Curry shall be granted authority to act as signator for the limited purpose of filing

the final federal and state income tax returns of Virginia C. Durrie, deceased. 

2. The parties recognize that the granting of such authority is necessary for the preservation

of the estate as there is no pending probate action regarding Decedent’s estate and thus no person has

been appointed personal representative of the estate. Further, there are currently conflicting claims over

the disposition of the estate assets, and such claims are the subject of this action before the Court. As

there is no person clearly designated with the authority to act on behalf of Decedent’s estate the parties

thus agree to authorize Jerri Curry to act for this limited purpose as set forth herein.

3. The parties further stipulate that the Estate of Virginia C. Currie shall be liable for all

such taxes, penalties, interest or other obligations arising from the filing or audit of the final state and

federal income tax returns of Virginia C. Currie, and JerriCurry shall be relieved of all personal liability

for any such taxes, penalties, interest or other obligations.

4. The Clerk of the Court should withdraw from the Court’s registry (Durrie’s Account

funds) the following amounts :

Amount Payee Purpose

 $4,689.00 Internal Revenue Service Decedent’s 2006 federal income tax return

 $1,172.25 Internal Revenue Service 2006 estimated penalties and interest for

late filing tax returns.

 $1,790.00 Franchise Tax Board Decedent’s 2006 state income tax return

 $ 446.50 Franchise Tax Board 2006 estimated penalties and interest for

late filing tax returns.

 $ 301.00 H & R Block Preparation fee for Decedent’s 2006

federal and state income tax returns.

5. The amounts set forth in paragraph 4, above, are predicated upon the Internal Revenue

Service and the Franchise Tax Board receiving the checks no later than February 22, 2008.

6. Jerri Curry is hereby directed to provide the Decedent’s final income tax returns and

Case 2:06-cv-02905-GEB-GGH Document 101 Filed 02/08/08 Page 2 of 3
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STIPULATION AND ORDER GRANTING JERRICURRY AUTHORITY TO ACT AS SIGNATOR

FOR LIMITED PURPOSE OF FILING DECEDENT’S TAX RETURNS

Case No. CIV S-06-02905 FCD GGH 3

 preparation fee statement, in their respective addressed and stamped envelopes, to the Clerk of the

 Court. The Clerk of the Court shall than place the checks, payable as stated above in paragraph 4, into

their respective envelopes and mail them.

IT IS SO STIPULATED:

DATED:_______________ 

_______________________________________

Maureen M. Bryan, Attorney for 

Jerri Curry

DATED:_______________ _______________________________________

Geoffrey O. Evers, Attorney for Ophir-Bear

Mountain Lodge #33

DATED:_______________ _______________________________________

Deborah Durr Ferras, Attorney for Wanda Joyce

Takara

DATED:_______________ _______________________________________

Rodney A. Mariani, attorney for Janice Hammond

DATED:_______________ _______________________________________

Jeffrey Nelson, attorney-in-fact for Jeanne

Wagaman

APPROVED AND SO ORDERED:

Dated: February 8, 2008

_________________________________

Hon. Garland E. Burrell, Jr.

United States District Judge

Case 2:06-cv-02905-GEB-GGH Document 101 Filed 02/08/08 Page 3 of 3