Florence Lake Investments, LLC v. Berg

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Florence Lake Investments, LLC v. Berg

Case Number
Call Date
February 2, 2022
Case Time
9:00 AM
Court Number
Case Location
Court Type
District Court
Case Summary

S-21-0350 Florence Lake Investments, LLC (Appellant) v. Jason Berg and Mary Berg; David M Kroeger, Intervenor, and Merrill Lynch Pierce Fenner & Smith and Zoetis, Inc., Garnishees (Appellees)

Lancaster County District Court, Judge Robert R. Otte

Attorneys: Andre R. Barry and John F. Zimmer (Cline Williams Wright Johnson & Oldfather,

L.L.P.)(Appellant) --- Kenneth M. Wentz III and Caitlin J. Ellis (Jackson Lewis P.C.)(Appellee Zoetis, Inc., Garnishee)

Civil: Garnishment

Proceedings below: The district court denied applications to determine garnishee liability.

Issues: Whether the district court erred in 1) denying Appellant’s application to determine garnishee liability of Appellee Zoetis, 2) failing to find that Appellee Zoetis was in control of Mr. Berg’s 401(k) at the time of garnishment, and 3) when it excused Appellee Zoetis from disclosure and liability based on an exemption that is personal to Mr. Berg and was not properly raised.

Schedule Code