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1
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MEMORANDUM OPINION
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EXTRACTED KEY WORDS
COURT TRUST SIMON TRUSTEES FUND PLAINTIFF BUSINESS TRUSTS MOTION INDEMNIFICATION AGREEMENT CHANCERY DISMISS VENUE PROVISION DECLARATION FORUM SELECTION CLAUSE DEFENDANTS NAVELLIER SERIES FUND CALIFORNIA SERIES FUND JURISDICTION COMPLAINT DISCOVERY ATTORNEYS JAMES CHANCELLOR UNDERLYING FORMER TRUSTEES INDEMNITY AGREEMENT INSTRUMENTS INTERPRETATION |
IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE i'
$5 J
' : '
IN AND FOR NEW CASTLE COUNTY
DONALD SIMON, an ind.ividual and former >
Trustee of the Navallier Series Fund, >>
Plaintiff, >
V. > Civil Action No. 17734
>
THE NAVELLIER SERIES FUND, a Delaware )
Business Trust, and THE AGGRESSIVE SMALL )
CAP EQUITY PORTFOLIO of the >
NAVELILIER PERFORMANCE FUNDS, a. >
Delaware Business Trust, >>
Defendants. >
MEMORANDUM OPINION
Date Submitted: August 25, 2000
Date Decided: October 19, 2000
Ronald A. Brown, Jr. and Thomas A. Mullen, Esquires, of PRICKETT, JONES &
EELIO'TT, Wilmington, Delaware; OF COUNSEL: Vincent P. Finigan, Jr.,
Gregory L. Lippetz, and Julie F. Unmacht, Esquires, of BROBECK, PHLEGER &
HARRISON LLP, San Francisco, California, Attorneys for Plaintiff.
Henry N. Herndon, Jr.., P. Clarkson Collins, Jr., and Michael A.. Weidinger,
Esquires, of MORRIS, JAMES, HITCHENS & WILLIAMS, Wilmington,
Delaware; OF COUNSEL: Samuel Komhauser, Esquire, of L.A`W OFFICES OF
SAMUE,L KORNBAUSE
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2
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PLAINTIFFS ANSWERING BRIEF IN OPPOSITION TO DEFENDANTS MOTION TO DISMISS OR STAY
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EXTRACTED KEY WORDS
TRUSTEE DELAWARE FUND BUSINESS TRUST INDEMNIFICATION AGREEMENT COURT NAVELLIER DEL DECLARATION VENUE PROVISION JURISDICTION INDEMNITY DEFENDANTS PLAINTIFFS MOTION FORUM SELECTION CLAUSE UNDERLYING ACTION CALIFORNIA SLETTEN INDEMNITY ACTION FORMER TRUSTEES NAVELLIER SERIES FUND LIPPETZ JULIE SPEAR STREET TOWER AUTHORITIES MATTER JURISDICTION KORNHAUSER AFF ATTORNEYS GOVERNING INSTRUMENT SAN FRANCISCO |
IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE //
IN AND FOR NEW CASTLE COUNTY
DONALD SIMON, an individual and former )
Trustee of the Navellier Series Fund,
j
Plaintiff, { Civil Action No. 17734-NC
vs. i
THE NAVELLIER SERIES FUND, a j
Delaware Business Trust, and THE
AGGRESSIVE SMALL CAP EQUITY j
PORTFOLIO of the NAVELLIER
PERFORMANCE FUNDS, a Delaware i
Business Trust, I
Defendants. j
-
PLAINTIFF'S ANSWERING
BRIEF IN OPPOSITION TO DEFENDANTS' : .
MOTION TO DISMISS OR, ALTERNATIVELY, TO STAY r `>
___ i_
PRICKETT, JONES & ELLIOTT
Ronald A. Brown, Jr.
Thomas ,4. Mullen
1310 King Street
P.O. Box 1328
Wilmington, DE 19899-1328
(302) 888-6500
Attorneys for Plaintiff
Of Counsel:
BROBECK, PHLEGER & HARRISON LLP
Vincent P. Finigan, Jr.
Gregory L. Lippetz
Julie F. Unmacht
Spear Street Tower
One Market
San Francisco, California 94105
(415) 442-0900
DATED: APRIL 11, 2000
17120.1\112460v1
TABLEOFCONTENTS
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3
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COMPLAINT
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EXTRACTED KEY WORDS
SIMON CONNECTION DEFENSE TRUSTEE TRUST EXPENSES FEES INDEMNIFICATION NPF DECLARATION COURT NAVELLIER DELAWARE ATTORNEYS PLAINTIFF BUSINESS TRUST INVESTMENT PAYMENTS DEFENDANTS CALIFORNIA JUDGEMENT DISTRICT REQUEST OBLIGATIONS PORTFOLIO INVESTMENT COMPANY ACT OFFICERS REASON DUTIES |
! /
:I,, : I : _ ,
IN THE COURT OF CHANCERY FOR THE STATE OF DELAWARE
IN AND FOR NEW CASTLE COUNTY
DONALD SIMON, an individual and former )
Trustee of the Navellier Series Fund,
Plaintiff,
vs.
j
THE NAVELLIER SERIES FUND, a
Delaware Business Trust, and THE
AGGRESSIVE SMALL CAP EQUITY
PORTFOLIO of the NAVELLIER
PERFORMANCE FUNDS, a Delaware
Business Trust,
Defendants.
COMPLAINT
Plaintiff, Donald Simon, alleges as follows:
PARTIES
1. Plaintiff, Donald Simon ("Simon"), is an in.dividual residing in Napa,
California. Between May 1992 and July 1997, Simon was a Trustee of the Navellier
Series Fund.
2. Defendant, the Navellier Series Fund (the "Fund'), is a Delaware
Business Trust registered under the Investment Compan.y Act of 1940.
3. Defendant, the Aggressive Small Cap Equity Portfolio of the Navellier
Performance Funds (the "NPF"), is a Delaware Business Trust registered under the
Investment Company Act of 1940. Plaintiff is informed and believes, and on that
basis alleges, that the NPF is the successor in interest to the Fund.
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