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Plolelliono\ plMning Md odminil11ol,on 01 JOUI 11UI1, In'lellmenl, 01
cUltodiol occounl offel 0 number 01 oO'lonlogel'
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OIJllkilied fiduclo~ seMCellepresenlolNeI WOlk wilh JOU 10 ldenfiiy pliolliel
000 011111 In selecfif\g Ihe bell oli~f(lliVIl\ 10 meel 'fJJ ~1.lneleb'lll\Oko
II'IJ Ihe lI\OOOgemenl 01 JOOl 011911 oollel, lell limeCQI\\Umil'lJoOO \etUle,
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TRUmE OR AGENT Gr:
living Trull
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PENNf!S 5250 per yeal
" " . M,IRKET I'ALUE FEE
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5 50,(00 10 5100,(00 001
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" .' 5250,(00 10 \\00,000. .004
On Ihe Bo!ar.:e .003 'I!!>
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,,' I Calh Managemenl Charge' 5,025 per day per Ihousand"
,'JI I 55 per bill pa/menl in excell ollhlee per calendar quarter.
, 550 ~r houllor preporallan ond lubmllllon 01 Court accounlingl,
,I" I 520 ~r federal Re;erve S'lslem wire.
, ' , 55 ~r dupiicale Italemenl "
,. ' , . , S5 ~r sla/ement in elces; 01 lour per year
. , A lepalale charge ',ill be assesled lorlhe preparalion olllducla!'{ ,elums
i' and lax relaled inlol~alion baled upan Ihe lime and comp!ell~ 01 work I ' .
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Realonable addillonal chargel will be Ollel\ed 01 an hourly lale 101 lerv. 'I
, Icel hol ordinalily required in lhe odmlnlllrol:onol 0 limllar accounl or on ""
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a per Iransactlon OOlil (,;
" " "f' I' ,. ClOSINO FEE I I' " ,
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CUSTODY ACCOUNTS
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In ocllng os your cUlled,on, P!flflFtSwlll o~end 10 Ihe sole~eellng, d~loil'
ad liCOld keeping. and i,lcome coiiecl,ons ollociolad wilh youl in.
vellmenls \'!iIh a cusled,/ accounl, you pO'le a 11lOf1\ 01 [,nonClol proles.
sionals heillng you ~eep and organize Ihe Ilnancial records lor ycur o~ets
Under Ihis orrongen:,enl, you make all Ihe Inveslmenl decisions and we per.,
lorII'. Oil Ihe mechonicolluncl:onl lor you, sendmg you ~eried,c relX)rts 1001
lummorize all occounl Ironsochons
lhe benelils 10 you are many
, freedom IraII'. Ihe bUlden of occounhng deloils, givlng,you more lime
10 make ImlX)rlonl decisions' .' ,
; Help In organizing yourln'ieslments
, Convenience in bu0ng or selling IX)rtiCulor ollels; you \Imp~ 'noli~ UI.
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OATH 01<' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF aJMBERLlIND
lW ~ :n
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The petltloJner(s) above-named swear(s) or affirm(s) that the
statements In the forcgolng petillon are Irlle and correct to the best
of the knowledge and belief of pctitioncr(s) and that as personal
representatlve(s) of the abovc decedent pelltloncr(s) will well and
truly admlnlste! !,hl: cslate according to law.
'lJCVWL~ V, ctfu,(tliM'R-I-
J ~R . James V. Liberatore
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Sworn to or a((iuned and suhscrlbed
before me this _____.2 Qtt,.__ dllY of
c..l1ru:,r .____19_96._
'711 a I\-
, ~Lr.". rA,--Rcgl.llcr
No 21-94-492
.
Estate of
CHARWl'I'E D. PHINNEY
, D~eased
GRANT OF LETTERS OF ADMINISTRATION
AND NOW __ .111 Nil ~ RV --11.__ 1921-, In consideration of the petillon on
the reverse side hereof, satisfactory proof having been presented pefore me,
IT IS DECREED that Rev. James V. Liberatore
Is/are entitled to Letters of Admlnlstrallon, and in accord with such finding, Letters of Administration
are hereby granted to
Rev. James'y"" Liberatore
--.---- ---. -.---.--.-.--'. .--.-...---,--.-., ---.-
In the estate of
CharlQll9. D. Phinney
~' V'~ ~_\..
,",,'~~I - '.. Lj
- g~IsI" of WU I \
FEES
Letters of Admlnlsllatlon "',' $ 2 3 5 . 0 0
Short Certlflcatcs~ ) """"" $ ~8. 00
Renun~latlon """".""." $ ~ . 008
Bond $ 1..
,J~P TOTAL _ $ '7~: 8~
Flied"" .J,T;N1JI\.IW,,3.L A,D, 19..ll_
Lowell R. GiltefJ, Esq.
/146779
ATTORNEY (Sup. CI, I,D, No,)
1013 NUl11ma Road6 Suite 100
Lemoyne, PA 17 43
ADDRESS
717-731-9600
PHONE
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21-94-492
RENUNCIATION
In Re Estate of CHARLO'l'TE D. PHINNEY
deceased.
To the Register of Wills of Cumberland
County. Pennsylvania.
The undersigned Kurt E. Liberatore I nephew
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Lellers
of Administration
be Issued to
Rev. James V. Liberatore
WITNESS
my
hand this ~ day of ~lIlJilr~ I 19U, .
(j//;~'\ '
~AJr~d~--'----
(Sllnalur.)
Kurt E. LIberatore
125 South Hillside Avenue
Succasunna NJ 07876
(Address)
(Sllnalur.)
(Address)
lI'I t::'!(
- ~
~~ ::JCl: .
01 f~; ..
C( , , .
.P;." .. ~ (Sllnalur.)
'I' 1(,)
(j":'i 10
'(1 \- I 9-
m n' ~ :Y
~,~i ~)
8iil' :.-0 .-
8!.a; Pi dB (Address)
."..."" "". .... .........
. ..
,.
WASHINGTON INTERNA TIONAL INSURANCE COMPANY
POWER OF ATTORNEY
KNOW ALL BY THES~ PRESENTS: lhllthe Washington Intemltlonlllnsurence Company, a corpore lion orgenized and exlsllng under lhe
lews of lhe Sle'e of Arlzon., end having its prlnclpsl office In lhe Village of Scheumburg, IIl1noly doos heroby conctitute and appoint
MARY ANNE BRENNAN, DA VID A, DOMINIANI, BRENT D, HEADLEY, KAREN MCFARLAND,
TINA L, MAGILL AND JAMIE:I, WERNER EACH IN THEIR SEPARA TE CAPACITY
ilS truI and lawful attornoy(sHn.lact to exocute, seal and dolivor lor and on Its behalf as suroly, any and all bonds and underteklngs,
recogoolllCU, conlrecls of k><lemnity and other wlltlngs obllgato<y In the nature Ihoreof, which are or mey be ellowed, ,equlred, Of perrnltted
by law, sutute, rule, regulation, contrac! or olherwlse, and the oxocutlon of such Instlumontlslln pursuance of (hese pr..enls, shall be os
blnding upon the said Weshinglon Internalionallnsurence Company os fully and emply, 10 alllnlents and purposes, as If the same has been
duly executed and acknowledgod by its President and ils principal oflice,
This Power of Atlorney shsll be limited In emounllo $2,500,000,00 for any slnglo obligation,
Tim Power of Allorney Is Issued pUlluanllo euthnrity granted by Ihe rosolutions 01 the Board o( Olrec!or. edopted Merch 22, 197B,
July 3, 1980 and October 21, 19B6 which read, In part, as follows:
1. The Chelrmen of the 80ord, President, V;ca President, Asslstunt Secrelory, Treasurer and Secrelary msy deslgnale Allorneys.j".
Flct, and authorize lhem 10 execute on behalf of lhe Company, and ettach the Seal o( the Company thereto, bonds, and
undertakings, ,ecognizances, contra CIS of Indemnhy and other writlngy obllgalory In the nature lhereof, and to appoint Speclel
^ttomeys~n.faCl, who .r. hereby authorized to certify copies of any power-of.allorney Issued In pursuanl to thls lectlon andlor
any of the By-lawI of the Compsny, and to remova, at any time, .ny such Attorney.ln.Fact <1I Special Attornf\l.ln.Fact and revoke
the authority given him.
2, The slgnatlXe. of the a",irman of the Boald, Ihe President, Vice Presldont, Assistant Secllllery, Treesurer and Secrelery, and Ihe
corporate seal of Ihe Company, may b8 .ffixed to any Power of Allorney, cortlflcate, bond or undertsklng relallng therelo, by
facsimile. Any luch Power of Attorney, certlflcale bond or undertaking bearing such facsimile slgnalure or (acllmlle leal affixed
In the ordinary course of business shall be valid and binding upon the Company.
: ~~~~':~~!IIIII
IN TESTIMONY~" ~"".~ \'Y<.~~lnlematlonallnsurance Company has cau>ed this Inslrumenllo be Ilgned and It. corporale leal
to be affixed by I~~ Olized o(r, 141h day of uly, 1996,
;::~..~A..... ":0
E ff <Jo";';':""'V~ \ P. ~AS ON I TIONAllNSURANCE COMPANY
~!!\ SEAL i~g
~~.. ..-~.:=:
~7"" ..~;::
""<:,,, .,_.......- y St erson, Vice.Presldent
/;J.~ ~1l1Z0N(\ \\\\~
STATE OF IWNOISI '4I1tU"""",,II\
COUNTY OF COOK)
On thls 14th day of JlAy, 199B, beforo me came lho Individual who executed the procedlng Inslrumenl, 10 me personallv known, Ind, being
Lv me dlAy sworn, said thaI he 19 the lhereln described and authorlled officer of Ihe Washington Inlernallonallnsurance Company; thaI the
seal affixed to seld Instrument Is Ihe Corporata Seal of said Company:
IN TESTIMONY WHEREOF, 1 have horeunto ~ my and affixed y Offici Seal, tho day and yo a; flrsl abeve written,
~~~~~~~"{..-('~io-~~'C:"~~"'~~~
\5 "OFFlCI^L 5l::^L -.
\~ MICHEllE HOWE!nC~'ch HowClton, otary' lic
. t~ No\2:y PUOI,c, Slale of II<looiYly C , mission Explios Soplembor 7, 1999
CERTIFICA 11: j My c~",rn'ss'oo [,pi'll' O,,!~Jm \~ "
,.,~~t;."';.~';~"':",,!,,,,,,,.,,!,..~--:.:~.r;',....~~.."j!j.
STATE OF ILLI C1r!ir
COUNTY OF COOKl
I, the undersigned, SecretMy 01 WASHINGTON lI~nIlNATIONAL II~SUIlANC[ COMI'AI~y, '"I /IIl1Z0NA COIf)OIl,I'On, DO HEREBY CERTIFY
lhallhc foregoing nnd llltar.lwd POWUl (W ATTOHNEY wnlainr. in full force (lIld har. 110\ hecn H!vokcd, iln" fUI1hcrmorc 1hnt Article Ill,
Section ti of the By.l.ltws of tilt! Corpoul1ioll, .Hld tilt! HN.olutil1n (ll tllp. BOilld of nlH!ctOI!., M!t 101tl1 in the Power 01 Attorney. arc 11m'" in
IOfcn.
Signed ilnd 5eiiled in till! COllllly {II Coot,
(Jated /;( 16th ;l.1y "I ~a'Ilff\[/
/))'''' .. . / ~ .- / n~}ll
,'''J,(Jl>J<<i:' d .01 .. ~. ~.. .
\1)\','1:, h1. 11'1'11'114'1, ~;I~l:fI'l;Jl V
, lH .9.7 .
AUTHORITY TO PAY COURT APPOINTED COUNSEL JUL 29 1994 dJv ~
I. COURT ~ommon Pleas 2N1JUCHER
D Dlslnel Jusliee D Appellale D Olher .________._ ____ _________ _ ..0822'
-
J, FOR (0 J, C,P, APPELLATEI 4. AT '(rOSTATEI -- ) 5, BUDGET CODE
C.? ~(,,- '(- \ \' "'J I ~:. , <"- Ol-d,~ .If>I-Il-050
, ,
6. IN THE CASE OF " CHARGE/OFFENSE ,PURDON CITATION! a, 0 pmv OFFENSE
('''''(d' \c.H" --\), .- \.Jh. '''''' u o FELONY 0 MISDEMEANOR
--
9 PROCEED'NGS IDo,crib. b".lIvl j- II. PERSON REPRESENTED 12, CIVIL DOCKET NO
, 0 O.'.nd.nl''''dull qJ.l-"" ,,.., fI Of/... I
1 0 Olllend.nl' JU~lInilll
, \ V\, ( 'L~)(\.( '\ t\.t \,\{'(\.,; ','~ J 0 AppllU,nl 13 CRIMINAL DOCKET NO
. n "ClPlIllet
5 ~ Haben PetitIo",,'
6 U M..letl.IW,lnus
-- 7 n f1,folIlIlCh.rOlld "''''''lV.ollt,on
10 PERSON REPRESENTED (Full Namol 6 0 PfOIl,llon,' ChI/god W.trIIJ,ol.hon 14, '.PPEALS DOCKET NO
C \t.. (\" \l1-t::Le. 9 ". O~"
:>:), -)\1< 1l:G'~J rtl"(( ,'" +
{. 'l\'~
0!~:~ 1'111 16 NAME OF ATTORNEY/PAYEE AND
ADpl D.lll! MAILING AUDRESS
f .~) t ~ :~ (........ (I ~.\ (' I FC.,f;J('
J. ll'e<'\<"i Clt'" :)r, "'~Lj~_Lv'(C''''''-' 'l ('"..\c , ..)(..
\ .:\-- ,. \...: ; ...~ u:Jf'..,-J
NAME OF COMMON PLE 5 JUDOE ASSIONED TO CASE C (l \- \; ~ ~ I ~ fA 1-/ ( , ~~
11 TELEPHONE No, 18 SOCIAl SECUlltTVNO ORfll"40
''JI(t,. 'I7?O ..". '] .. ;Bon (J .., !i I ~
'f.I&'{ CLAIM FOR SERVICES OR EXPENSES
19, SERVICE HOURS DATES AMOUNTS CLAIMED
a A"aignmenland/o, Pin Mulllply fill ptlr hour 11m.. IOlal
b Preliminary H..,lng hour, 10 obtain ~In Court" corn.
penltUon Ent., 10'11 below
c. Malians and AequulS
... d. elll Hea,lngs
0: -
:> lj, Sentence Hu,lngl
0
U I. Tflal
;;
g, Re...ocallon Hurlng,
h. Ju...enlle Heating,
1. ApOlIllS Cour1 19A. TOTAL IN COURT CDMP.
I Other t$oecily on Iddillonal ,hulsl
TOTAL HOURS. X I5Il PER HOUR . S
20, a, Inlel'lllwS and cl)nltronces ....Ul ~J,'i -to ~("d~ ,- l{ ').. -) I:F'/" 'I Multiply '111. per hou' lImealolll
b. Oblaming and "vlewlng reeorda /-{()'II~' hOUri. Enler lolal ~Oul of Cour1~
..... compenullon below
00: c. Legal '''lIltch and btllll wrlll.,g
...:>
:>0 d, InvosllgaUve IIld olner work, (Specify on additional Sheets) 2M TOTAL OUT OF COURT
AU COMPo
TOTAL HOURS. \ .1:>- XI~PERHOUR . SOD.CO
21 ITEMIZATION OF REIMBURSABLE EXPENSES AMT PER ITEM
Miloaqo S.25 por mila .
0:
w --
I:
... -- 21A. TOTAL ITEMIZED EXP.
0 .
. S
n CERTlF'CATlON OF ATTORNEY/PAYEE 23, ORAND TOTAL CLJ.IMED
Has compansahon "nd/a, feimbursdmenl lar woOl. In lhls cale prevloully beon applied lor? 19.:YES 0'10 . S.:>10,oo
II yo.. WQfe you paId? .a.VE!; o NO Ilves.bywhomwereYOupald1___._____Howrnuch?~~...i:.L~. 24, DEDUCT, PRIOR PYMTa,
Has lhO porson rcptosanl"d paid any money 10 Vou, Ot 10 vout knowl"d~e anyone else, In connecUon wilh Ihe maUl' 10f
which you we'" JPPOlnled to p,ovlde raPtesenl~:. 0 YES 0 N?" II i"5, gJv" delalls on Iddlli~'1 ~hlt4'l~ , .s
I swear or alll,m the Itllth 0' conttclneu _.. 'l '~~J ' .... l C ~~__. --1._ ,I;;' I ..:/~/. 25. NET AMOUNT CLAIMED
01 tho abovlI slalomonls ," Slgnllu~)oI.A'lotn'Y/PJ.Yllr' Oil' . S..Jlo.W
26 ~I'PIII"1 ;'1 "". .U~~~~C J ! ~u^.I.lWI 21, AMT. APPROVED
1(111 SlQnallJt.ol
"""'f'/I JUl:lQO .. Ollt . S 2-b ,00
CD y 1 . Mall to blurt Administrator at completion 01 service '-;//t.; ell! ,f- cj- 7L
ct
..
JUL 20 1994
AUTHORITY TO PAY COURT APPOINTED COUNSEL dJv~ ~
1. COURT 2. VOUCtiER ....
o Dlstrlel JusUee "::common Pleas o Appellate o Other N2..0821"
3. FOC~ 7'P" APPELLATE) 4, CICITY/STATE) -= hi~DOET COD/~ I -Cfi:
0..1'"1; Ql~ , '1 0..... -:J7I,,-I, -
8.IN THE CASE OF 7. CHARGE/OFFENSE IPURDON CITAilON) 8. 0 PETTY OFFENSE
J:_'lIC...f \ot.-t.o{. l:l ""1'\0\; "'V'ot-u o FELONV 0 MISDEMEANOR
~\
9, PROCEEDINGS ID.scrlb. b".lIvl 0' II. PERSON REPRESENTED
I a O.rlndenl.Adult
I ""C""f'"c.:1- ~ \-.'-<'d' ; '" 'a- ' 0 Ot,.tld'/lI.JII~.nil.
J 0 Apc,lfllll 13, CRIMINAL DOCKET NO
4 0 App.lI..
~ ~ H'b.., P,tlllo",'
6 0 "1.lltl.IW,IIIIU
, t1 P,II01.. CIlIfQlIdW,lhV,alll,on 14, APPEALS DOCKET NO,
10 PEnSON REPRESENTED IFull N.mo' " 0 P'Obll'OIlIl ChllQed W,lh V'OI,I,OI'I
~ "'0..< \0 t::t:-<'- D, 7~.""",....._ . </.~ on
r""",t~t " . ::J
(, I~alr,:/ cJ 16 NAME OF ArrORNEv/PAVEE AND
Allpt OM. MAILING ADDRESS
'JLl..l(lIi eLto I CJ3H,L\.L.
'S .lA..lr2.~ \~ rJ-t'~::rf', DwY!LU) ~ [..li;;:O ,.t:'.;
&1(- ,-J!tI.HllL. f.,(!/JJ-
NAME OF COMMON PL S JUDGE ASSIGNED TO CASE CO ~.LLJ1.1, 1]-1 1100
17 TELEPHONE No, r 10:I'lSECU''',"000,,,,,,0
.N(). 7l~'l '~3 . dDC'7 !51L7
CLAIM FOR SERVICES OR EXPENSES'
19, SERVICE HOURS DATES AMOUNTS CLAIMED
. Atr.ignmlnl Indlo, PI.. , Mulll!)l)' tal. Pit heUI limn 10111
b Pflliml/'llfY HU,lng hou'l 10 oblaln -In Courl- com.
" ~nllllon, Enle, 101.1 below
c. MallOn! .nd R'QUI"11I
, .
.. d. SliI HUllng.
a: ,
:> ij. S.nl.nce H..,lng.
0 , ;.
u l.rll" ,
:!: ,
Q. AII'Iocullon HII,lng.
h, Juvenll. Hel,lng, /
-
t Appul. Cour1 19A. TOTA~ tN COURT COMP,
i Olhllt (Sp.cily on addIlIOf',llhtelll ~C/Jn.,--,,^t'.... I, 5" "111 'AI ~t./ \
, ~iibfiRHOUfl - $ (P(:'. ('('
TOTAL HOURS - I:]
..,1" - '1!t. '1" r;
20. , lnltlNlew. 1M conl"lnclI .., .~ .'i Mulllpty "11 Ptr haul Ilmlllolal
b. Obtllnlng 1M fI'III\II1nO rfCOId. ~ ~ ) hour.. Entll 10111 -OuI 01 Cour1~
l:ilr comPtnllUon btlow
..:> c leOl1 rnU,Ch and brlel wrlllng.
:>0 !.tnvtIDQDllvt Illd olher work ISpecl~ on additloi'W 1h.ILSI 20A. TOTA~ OUT OF COURT
OU COMPo
TOTAL HOURS - '-I {1/~''') X 140 PtR Houn - $ Ice .C('
21 ITEMIZATION OF REIMBURSABLE EXPENSES AMI PER ITEM
M,loao. S25 001 mil. , ':J:J '\ ",,'
a:
w
r 21A. TOTAL ITEMIZED EXP,
..
0 -
- $ 5t..('
- -
22, C[lHlFICATION OF ArrORNEV/PAVEE 23 OAANO T~TAL CLAIMEO
Has complfnUl!on ~nd/or r.lmbU'lImenl lor work In Ihl, ell. pr,vloulty been applied lor? 11 YES 'Pi(No - $ Ilf..) ~jCl
II yes. wrtte you PIICn DYES o NO Il'l.a.bywhomwefl'lou pald?___. + __________. How much1____......'___
HU tho porson ropleunled paid any money 10 'ICY, or 10 your knowladQe anyone .118, In c:unnecUon wlth Ihe matter 10' 24. DEDUCT. PAIDA PVMTS.
wnoch ,ou WOlO ,ppolnl.d 10 proVld. l.p'...n~l 0 YES 0 NO II V'~ iJ!.f.d.11i1. on 'ddlljjl ~. q$
--
I 'w." 01 .lIl1m In. III,ln or con.Cln... ,)/- J~.~_,LLtttr_,... , ,.....'l .L'f. ..~.. 25 NET AMOUNT CLAIMED
of Ihe al'loVQ slalomonl, /' Slgn.lute lorn.y/P..,.., I 0 I. - $ /lr.5 :)0
26""""':'1 "" .J. '! /,l: . () ,r---- i, n AMT. APPIIOVED
IWI SlQnalUl'lol /. / i
"""I'" Jud.. ./' t ,,,--, <_~ ',,-, ~. .Oli' ~~ 2,0, l"1'1~ -$ lb~~ (0
do'py 1 . Mall 10 C~r1 Administrator at completion 01 servlco ..{ /1 /1 - (
- -
;);t1tJ
,,f I )
,
74
IN REI
CHARLOTTE D. PHINNEY,
, an alleqed inoapaoitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
, C'" Iq ...
No. r~ I 'f ~ '- L .....
PRELIMINARY DECREE
AND NOW this
tL
~b day of ~, 1994, upon
attached petition, it is ordered and decreed
consideration of the
that a Citation is awarded and directed to Charlotte D. phinney, to
show cause why she should not be adjudged an incapacitated person
and have a guardian of her person and of her estate appointed, the
-
hearing thereon to be held in Court Room No. ~ of the Cumberland
County Courthouse in Carlisle, pennsylvania, conunencing at ,,;;>: 30 J'
o'clock -t.m. on '::/'lJtin/~, the /tL7c.day of ?,U??--
1994.
At least twenty (20) days notice of the hearing shall be given
to Charlotte D. phinney, the alleged incapacitated person, by
personal service of a copy of the petition and Citation and by
service of notice upon the presumptive heirs who are sui juris,
personally or.bY regilte:ed m~i1. IJO!Il~ to #(..., t'~'.?~tl U(..~t
1..,(.I~J(. ~({ ."rQJ01.f.:>{tGl) \ \"Ic..(I.lJ..,U tlot 'Q)HV"'1"~'t)ol})~c{ I
rtl\)\':"c.J W\d~ 3~~S~1 ,,[ rr.t..,ft, By the Court,
~ ':ot;1c:. ~ hJ\I" ),Old ('~J('.
J~ c;i/!
G
J.
fL)
/()1/j~- . '/
. v(Jtf-1J./M<'
-I (II J'l " J
.~ (,)/() 1
'.
IN REI
CHARLOTTE D. PHINNEY,
an alleqed inoapacitated
person
I IN THE COURT OF COMMON PLEAS
I CUMBERLAND COUNTY, PENNSYLVANIA
I
I ORPHANS' COURT DIVISION
I
I No.
PBTITION FOR ADJUDICATION OF INCAPACITATBD PBRSON
AND FOR APPOIN'rMENT OF PLENARY GUARDIAN OF THB BSTATB
AND PBRSON OF THB ALLBGBD INCAPACITATBD PBRSON
AND NOW comes the petitioner, JAMES V. LIBBRATORB, by and
through the unders igned counsel, and represents and avers as
follows I
1. petitioner, James V. Liberatore, is an adult individual
who resides at 222 Post Oak, Bay town, Texas 17520, and he is the
nephew of Charlotte D. Phinney, the alleged incapacitated person.
2. Charlotte D. phinney, the alleged incapacitated person,
was born on June 17, 1914 and is now 79 years of age.
3. Charlotte D. phinney is a divorced woman. Her ex-husband,
Charles W. Phinney, is deceased. Charlotte D. phinney'S parents
are both deceased.
4. Charlotte D. Phinney resides in the home of her brother-
in. law, James H. Quade, at 4 Long View Drive, Mechanicsburg,
Cumberland County, Pennsylvania 17055.
James H. Quade is the
widower of Constance D. Quade, Charlotte D. phinney'S sister who
passed away in October, 1993. Charlotte D. phinney has resided in
Cumberland County for a periOd in excess of one (1) year prior to
"
, .
'.
the filing of this peticion, and she intends to remain in
Cumberland County for the indefinite future.
5. The following persons are the only living presumptive
adult heirs of Charlotte D. Phinney:
(A) Rev. James V. Liberatore, Charlotte D. phinney'S
nephew, now of 222 Post Oak, Bay town, Texas 77520.
(B) Kurt E. Liberatore, Charlotte D. phinney'S nephew,
now of 125 South Hillside Avenue, Succasunna, New Jersey
07876.
(C) Susanna Parker, Charlotte D. phinney'S niece.
(D) Linda Youmans, Charlotte D. phinney'S niece.
(E) petitJ.oner has diligently attempted to locate
Susanna Parker and Linda Youmans in order to notify them of
this guardianshJ.p proceeding. petitioner does not have the
current address for either Ms. parker or Ms. Youmans.
petitioner has Ms. parker'S telephone number in California.
Both petitioner and his counsel have left multiple messages on
Ms. parker's telephone answering machine explaining this
proceeding and inquiring as to the whereabouts of Ms. Parker's
sister, Ms. Youmans, but neither petitioner nor his counsel
have received a response.
(F) Charlotte D. Phinney has no children or
grandchildren, and she has no living siblings.
6. To the extent known by the peti tioner, the assets of
Charlotte D. phinney are valued at approximately $61,000.00 and
2
..
consist of the fOllowing assets:
(A) Miscellaneous personal property and clothing having
an approximate fair market value as of the date of this
petition of $1,000.00.
(B) A checking account at PNC Bank with a current
balance of approximately $60,000.00.
7. To the extent known by the Petitioner, Charlotte D.
phinney's income consists of the following:
(A) A Social Security beneH t in the amount of $1,000.00
per month.
(B) A retirement benefit in the amount of $1,200.00 per
month.
(C) Interest totaling approximately $200.00 per month.
(0) Charlotte D. phinney has 110 other sources of income.
B. The foregoing statements of Charlotte D. phinney's assets
and income are approximations. A formal Inventory will be filed
with this court within three months of the date of the appointment
of a guardian, in accordance with 20 Pa. C.S. ~5142 and ~5521(b).
9. Charlotte D. phinney refuses to leave her residence in
order to have a medical examination performed, and she refuses to
have a physician meet with her at home. However, Ms. phinney has
been evaluated by peggy L. McFarland, Ph.D., a licensed social
worker. See Report of peggy L. McFarland, a copy of which is
attached hereto as Exhibit "A".
10. Charlotte D. phinney suffers from senile dementia and
3
exhibits the symptoms of Alzheimer's disease. Charlotte D.
Phinney's mental and physical deterioration impair and prevent her
from fully understanding the significance of her actions and the
actions and conduct of others around her.
11. Because of her mental condition, Charlotte D. phinney's
ability to receive and evaluate information effectively and
con~unicate decisions in a meaningful way is impaired to such a
significant extent that she is totally unable to manage her
financial resources and to meet essential requirements for her
physical health and safety.
12. Because of her mental condition, Charlotte D. phinney
lacks sufficient capacity to make and conununicate responsible
decisions concerning her financial affairs and her personal
physical health and safety.
13. The proposed plenary guardian of the estate of Charlotte
D. phinney is Pennsylvania Fiduciary and Estate Services, Inc., of
Lemoyne, Pennsylvania. The written consent of Pennsylvania
Fiduciary and Estate Services, Inc. to serve as plenary guardian of
the estate of Charlotte D. phinney is attached hereto as Exhibit
"B",
14. petitioner is the proposed plenary guardian of the person
of Charlotte D. phinney. petitioner is an ordained minister and is
a citizen of the Un.ited States. peti tioner can speak, read and
write the English language.
15. The proposed guardians have no interests adverse to the
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interests of Charlotte D. Phinney.
16. Attached hereto as Exhibi t "C" is the writt.en consent of
Charlotte D. Phinney's nephew, Kurt E. Liberatore, to the
appointment of Pennsylvania Fiduciary and Estate Services, Inc. as
plenary guardian of the estate of Charlotte D. Phinney and to the
appointment of Petitioner / James V. Liberatore, as plenary guardian
of the person of Charlotte D. phinney.
17. No other court has assumed jurisdiction in any proceeding
to determine the incapacity of Charlotte D. Phinney.
18. petitioner believes that eviction proceedings have been
initiated against Charlotte D. Phinney by her brother-in-law, .Tames
H. Quade, with whom she is now residing.
19. At the present time, Charlotte D. phinney has not signed
a Durable Power of Attorney, and consequently, she does not have an
attorney-in-fact with the legal authority to handle her financial
resources or make personal decisions on her behalf.
20. Charlotte D. phinney has not signed or implemented any
trust arrangements for the management of her resources, and
consequently / no trustee has the legal authority to manage her
financial resources.
WHEREFORE, Petitioner, JAMES V. LIBERATORE, respectfully
requests that this Court award a citation directed to Charlotte D.
Phinney, the alleged incapacitated person, with notice thereof to
be given to such other persons as this Court may direct, to show
cause Why she should not be adjudged an incapacitated person, whr
5
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COMMONWEALTH OF
COUNTY OF /.t.M1v!xA-f!. <<.A"_ot .
JAMBS V. LIBBRATORB, being dUly sworn according to' law,
deposes and says that the facts set forth in the foregoing petition
are true and correct.to the best of his knowledge, information and
belief.
ss:
tl~+
s V. LIBBRATOR!
Sworn to and subsc~ibed
bef re me this ,'I ) day
of 1994.
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Sl1Iro""'f\StO'llfl E'<lrO, Cumbl!(\l,nd Cour!y
My Corr,ml3.<Ion ""pires Oct. 9, 1995
\O",t.(.~, f'OnroYNiU1iIli\SSOClatioO 01 NOlarIeS .
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appointed plenary guardian of the estate of Charlotte O. phinney
and , why Petitioner, James V. Liberatore, should not be appointed
plenary guardian of the person of Charlotte D. phinney.
. ?) 'Jc: ~-/~ (7;) ~
Mark E. Halbrune~::"{~~~
Sup. Ct. 10# 66737
Lowell R. Gates, P.C.
600 North 12th street, Suite 2
. Lemoyne, PA 17043
(717) 731- 9600
(AttorneYs for Petitioner)
Datedl May 203, 19,94
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Senior
Management
Services
3314 Market Street. Suite 302. Camp Hill. PA 17011
(717) 737.7850
Evaluation Performed by Peggy L. McFarland, LSW, PhD.
senior Management Services
Interview date: April 15, 1994
Client: Charlotte B. Phinney
4 Longview Dr.
Mechanicsburg, PA
Birthdate: June 17, 1914
Baokaround History
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Mrs. Phinney was interviewed at her brother-in-Iaw's home
(Mr. James QuadG) where she has been residing for the past two
years. Prior to that time she was residing in California but
agreed to move in with her sister and brother-in-law when
neighbors in California reported that she was very oonfused and
wasn't able to handle her finances or pay her bills. Mr. Quade
feels that she has gotten progressively more disoriented over the
past two years.
This past October the client's sister died suddenly. Mrs.
Phinney attended the funeral but showed no reaction to her
sister's death. When asked about her sister's death, she doesn't
appear to remember anything about it.
Mr. Quade f.eels that he can no longer oare for Mrs. Phinney
and wants her to move. Mrs. Phinney refuses to move anywhere and
at times states that this is her home arad wonders why Mr. Quade
is living there.
orientation-To Time. Place. or Person
Folstein's Mini-Mental Exam was attempted with Mrs. Phinney.
She was not able to state the yeax', date, or day of the week.
When asked about her address she knew the state, but did not know
the town or her address. She did know her own name. Mrs. Phinney
knew the year ahe was born, but did not know the month or the
day. She refused to answer the rest of the questions on the exam.
Mr. Quade states that Mrs. Phinney sometimes thinks she is
still 1n California and searches for the keys; to her apartment.
Mrs. Phinney often gets confused and cannot locate her bedroom or
the bathroom.
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ORIENTATION
1. What I s the
2. Where are we?
Code No: '~_
Date:
*
THE MINI-MENTAL STATE EXAMINATION
Possible Actual
Score Score
Year? 1 0
Season? 1 -.0_
Ofte? I -0-
Day? I D
Itlnth 1 JL.
State? 1 --L.
County? 1 ()
Town or city? 1 -1L
Place? 1 .JL
Name? 1 -L
3
2
1
3
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30
T TOTAL
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Folsteln, M. F.. Folsteln, S. E.. & McHugh, P. R.
"MINI-MENTAL STATE," J. PSY.:..B!l:. 1975
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Functional Dementia Scale
Circle one rating for each item:
1 None or little of the time
2 Some of the time
3 Good part of the time
4 Most or all of the time
patient~Q) $. .P~,'
Observer r. '\ c ~~.
Pos it ion or reI at' on to patient M'CwJl vJrfi}lA)
Facility d~j hrwtJ Date I-f.l/h!qL
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12 @)4 (01) Ilas difficulty in completing simple tasks on own, eg, dressing, bathing,
doing arithmetic.
1 2 @)4 (02) Spends time either sitting or in apparently purposeless activity.
Q) 2 3 4 (03) Wanders at night or needs to be restrained to prevent wandering. .
1 2 3@ (04) Ilears things that are not there.
6)2 3 4 (05) Requires supervision or Cliislstance in eating.
1 2 3@ (06) loses things.
@ 2 3 4 (07) Appearance is di sorderly if left to own devi ces.
& 2 3 4 (OB) Moans.
(D 2 3 4 (09) Cannot control bowe.l Junction.
6) 2 3 4 (10) Threatens to harm others.
€l2 3 4 (11) Cannot control bladder function.
12 3@ (12) Needs to be watched so doesn't injure self, eg, by care1ess<smoking, leaving
the stove on, falling.
1~3 4 (13) Destructive of materials around him, eg, breaks furniture, throws food trays,
tears up magazines.
~. 2 3 4 (14) Shouts or ye 11 s .
1 2 3@ (15) Accuses others of doing him bodily harm or stealing his possessi~ns whe~
you are sure the accusations are not true.
1 2 3 ~ (16) Is unaware of limitations Imposed by illness.
1 2 3@ (17) Becomes confused and does not know where he/she is.
1 2 3 @ (IB) Has trouble remembering.
1 2 3@) (19) lIas sudden changes of mood, eg, gets upset. angered, or cri es eas l1y.
QJ2 3 4 (20) If left alone, wanders aimlessly during the day or needs to be restrained
to prevent wandering.
The ulobal Uetenomtion ~caie tor Assessment ot Primary Uegenerative Uementla
Level CUnlcal Characterlstlc.s
I No subjective complaints of memory deficit. No memory deficit evident on clinical
No co;;nltlve decline interview,
2 Subjective complaints of memorv deficit, most frequently in following areas: III
Very mlld forgettint where one has placed fillnillar objects: (bl forgetting names one formerly
co~nltive decline knew we ,No objective e'lideDce of memory deficit on cUnical interview, No obJective
I orgetfulnessl detlc1ts in employment or social situations, Appropriate concern with respect to
symptomatology,
3 Earliest clear-cut deficits, ManlfestatioDsin more than one of the following areas: lal
Mild gatient may have gotten lost when traveli~ to an unfamiliar location: Ibl co. workers
cognitive decline ecome aware of patient's relatively poor pe ormance; (cl word and llame flndln~ deficit
(Early Confusionall becomes evident to intimates; Idl patient mav read a passage or a book all retain
relatively little material: leI patient may demonstrate decreased facility in remember.
ing names upon introduction to new people: lfl patient may bave lost or mJs~aced an
object of value: IgI concentration deficit may be evident on cUnicaJtesting, bJective
evidence of memory deficit obtained only with an intensive interview, Decreased
performance in demanding employment and social settinJs. Denial begins to become
manifest In patient, Mlid to moderate anxiety accompa es symptoms,
4 Clear.cut deficit on careful clln1cal interview, Deficit manliest In follOWing areas: lal
Moderate decreased knowledge of current and recent events: (bl may exhibit some deficit In
cognitive decline memory of one's personal history; lei concentration deficit elicited on serial subtractions;
ILate Confusional I (dl decreased abUlty to travel, bardle finances, etc. Frequently no deficit in following
areas: lal orientation to time and person; Ibl recognition of familiar persons and faces;
Icl ability to travel 10 familiar locations, Inability to perform comple.~ tasks, Denial Is
dominant defense mechanism. Flattening of affect and withdrawal flom challenging
situations occur,
5 Patient can no longer survive without some assistance. Patient Is unable during interview
Moderately severe to recall a major relevant aspect of their current lives, e,g" an address or telephone
cognitive decline number of manYJears, the names of close family members Isuch as grandchildrenl,
(Early Demential the name of the gh school or college from wblch they graduated, Frequently some
disorientation to time (date, day of week, season, etc,I orto place. An educated person
may have difficulty counting back from 40 by 4s or from 20 by 2s. Persons at this sta~e
retain knowledge oi many major faclS regarding themselves and others, They invariab y
kno~ their own names and generally know their spouses' and chlldren's names, They
requIre no assistance with toileting and eating, but may have some dlfflculty choosing
the proper clothing to wea,r,
6 May occasionally forget the name of the spouse upon whom they are entl:ely dependent
Severe for survival. Wlll be largelr unaware of all recent events and ~~ences in their lives,
cognitive decline Retain some knowledge 0 their hast lives but this Is very sketc y, Generally unaware
IMlddle Demential of their surroundings, the year, t e season, etc, May have difficulty cou.lIting from 10,
both backward and, sometimes,lorward, Wlll require some assistance with activities
of daily living, e,g.. may become incontinent, wlll re6uire travel assistance but
occasionally will display abillty to familiar locations, lurnlll rhythm frequentiy
disturbed, Almost always recall their own name, Frequently continue to be able to
distinguish familiar from unlamlllar persons In their environment, Personality and
emotional changes occur. These are qUIte variable and include: lal del\\sional behavior,
e,g.. patients may accuse their spowe of being an Imhostor, may talk to Imaginary figures
in the environment, or to theli own reflection In t e mirror. Ibl obsessive symptoms,
e,g.. person may continually repeatslmple c1eanint activities: leI anxietyTflllptoms,
a~tation, and eve~reviously nonexistent violent ehavior may occur.ldl cognitive
a ulla, l.e"loss of . power because an indlvidual cannot cany a thought long enough
to determine a purposeful course of action.
-
7 All verbal abillties are lost, Frequently there is no ~eeh at aU -only grunting, [ncon.
Ve~ severe tinent of urine, requires assistance toileting and fee g, Lose basic ES'hchomolor skil1s,
cognlt ve decline e,g.. ability to walk. The brain appears to no 10nJer be able to te t e body what to
lLate Demential do. Generalized and corticai neurologic ~igns all symptoms are frequently present.
Relsberg, B.. Ferris, S,H.. Leon, ,\\.j..!. Crook. T, The global delenoraliolllC4le ior assessment 01 primary degenerallvedemenrla,
,~m,rican journal of Psvchiar"i. 1982. 139: 1136-1139.
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IN RE:
CHARLOTTE D. PHINNEY,
an alleged inoapacitated
person
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-94-492
IN RE: PETITION FOR GUARDIANSHIP
BEFOR~ER. J.
OPINION AND ORDER OF COURT
OLER, J.
At issue in the present case is whether Charlotte D.
Phinney should be adjudicated an incapacitated person, and if
so, whether a plenary guardian of her person and her estate
should be appointed. A hearing was held on the matter on
Monday, July 18, 1994, before the undersigned judge. Based upon
the evidenue presented at the hearing, the following Findings of
Fact, Discussion and Order of Court are made and entered:
FINDINGS OF FACT
1. The allegedly incapacitated person is Charlotte D.
Phinney, a domiciliary of cumberland County, Pennsylvania,
residing at 4 Long View Drive, Mechanicsburg, Pennsylvania. Ms.
Phinney is 80 years old and was divorced from her husband.
2. Petitioner is James V. Liberatore, an adult
individual residing at 222 Post Oak, Bay town, Texas. He is the
nephew of the allegedly incapacitated person, and is an
Episcopalian priest.
3. Ms. Phinney suffers from a moderately severe case
of Alzheimer'S disease; this condition has unfortunately
advanced to the point that it impairs her capacity to make and
communicate deoisions. Her ability to receive and evaluate
information and communicate decisions is impaired to such a
.. ."....-.'~-......'........
"...
significant extent that she is totally unable to meet the
essential requiremants for her physical health and safety and is
unable to manage her financial affairs.
4. As a result of her condition, Ms. Phinney is
totally unable to manage her finanoial rasources.
5. Guardianship services are necessary for Ms.
Phinney notwithstanding the support that she has received in the
past from her brother-in-law and from her nephew.
6. Based on the aforesaid condition of Ms. Phinney
and her lack of capacity to make and communicate decisions, a
plenary guardianship of her person and of her estate is
required.
7. In view of the absence of a favorable prognosis at
this time, the duration of the guardianship required is
indefinite, pending further Order of Court, and apparently
permanent.
8. Pursuant to 20 Pa. C.S. section 5512.1(c), (e), it
is expressly found that Ms. Phinney is totally incapacitated and
in need of plenary guardianship services.
9. Her nephew, the Petitioner, James V. Liberatore,
is an individual qualified under 20 Pa. C.S. Section 5511(f) to
serve as plenary guardian of his aunt's person and estate.
10. The foregoing Findings of Fact are made on the
basis of clear and convincing evidence.
DISCUSSION
The provisions respecting an adjudication of
incompetency have recently been amended and are contained in 20
Pa. C,S. sections 5501 ~~ Petitioner has fully complied
with these provisions, and based upon the foregoing Findings of
Faot, the following Order of Court will be entered.
ORDER OF COURT
AND NOW, this 18th day of July, 1994/ upon
consideration of the Petition for Adjudication of Incapacitated
Person and for Appointment of Plenary Guardian of the Estate and
Person of the Alleged Inoapacitated Person, Charlotte D.
Phinney, and following a hearing held pursuant to due notice,
Charlotte D. Phinney is adjudicated an incapacitated person/ and
her nephew, James V. Liberatore, is appointed plenary guardian
of her person and her estate. The guardian is directed to file
reports in accordance with the provisions of the Probate,
Estates and Fiduciary Code. No bond ahall be required of the
guardian.
Notice is hereby provided to Charlotte D. Phinney
of her right to appeal and to petition or modify or terminate
the guardianship.
By the Court/
Isl J. Weslev Oler. Jr.
J.
MARK E. HALBRUNER, ESQUIRE
For the Petitioner
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4. The following is an itemized statement of all income
received by Liberatore as plenary guardian of Phinney's estate
during the period of this report:
~
08-11-94
08 -11- 94
09-26-94
09-26-94
10-10-94
10-10-94
11-24 -94
11-25-94
11-25-94
12-21-94
12-21-94
01-03-95
01-03-95
01-06-95
01-09-95
02-01-95
02-20-95
02-20-95
03-07-95
03-20-95
03-20-95
03-31-95
04-01-95
04-24-95
04-24-95
04-30-95
05-01-95
05-18-95
05-18-95
06-08-95
Inoome Reoeipt
PNC Bank account interest
Retirement, social security &
annuity payment
PNC Bank account interest
Retirement, social security &
annuity payment
PNC Bank account interest
Retirement, social security &
annuity payment
Retirement, social security &
annuity payment
PNC Bank account interest
Home Savings Bank account interest
PNC Bank account interest
Retirement, social security &
annuity payment
PNC Bank account interest
Retirement, social security &
annuity payment
Home Savings Bank account interest
Interest from Great Hall account
Interest on Rauscher, pierce &
Refnis account
PNC Bank account interest
Retirement, social security &
annuity payment
Interest on Rauscher, Pierce &
Refnis account
PNC Bank account interest
Retirement, social security &
annuity payment
Social security payment
Interest on Rauscher, pierce &
Refnis account
PNC Bank account interest
Retirement and annuity payment
Social security payment
Interest on Rauscher, pierce &
Refnis account
PNC Bank account interest
Retirement and annuity payment
Interest on Rauscher, pierce &
Refnis account
2
Amount
91. 08
2,142.26
120.76
2,142.26
102.55
2,142.26
2,142.26
97.52
17.86
127.21
2,142.26
113.50
2,142.26
3.08
140.52
234.29
101. 82
2,167.26
169.04
115.15
2/167.26
1,060.00
266.28
93.07
1/107.26
1,060.00
175.47
88.44
1/107.26
183.00
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11-09-94
11-15-94
11-21-94
11-29-94
11-29-94
12-11-94
12-11-94
12-11-94
12-20-94
12-20-94
12-27-94
12-30-94
01'09-95
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01-10-95
02-04-95
02-13-95
02-13-95
02-20-95
02-20-95
03-06-95
03-06-95
03-13-95
04-13-95
04-24-95
04-24-95
05-09-95
05-15-95
05-31-95
06-14-95
06-19-95
06-19-95
Lowell R. Gates, P.C. (legal
fees) .
Thomas Filip, D.M.D., P.C.
Leader Nursing & Rehabilitation
Center
Carlisle Imaging Associates
(x-ray fees)
Carlisle Community Ambulance
Service
Carlisle Community Ambulance
Service
ATS Medical Services
Leader Nursing & Rehabilitation
Center
Dow E, Brophy, M.D.
Trinity Episcopal Church
(telephone charges)
James V. Liberatore (clothing
expenses)
Dow E. Brophy, M.D.
Family Eye Care
Carlisle Community Ambulance
Service
Leader Nursing & Rehabilitation
Center
Carlisle Hospital
Carlisle Hospital
Leader Nursing & Rehabilitation
Center
Dow E, Brophy, M.D.
H&R Block (income tax preparation)
Internal Revenue :0rvice
H&R Block (income tax preparation)
Dow E. Brophy, M.D.
Leader Nursing & Rehabilitation
Center
Leader Nursing & Rehabilitation
Center
Sunshine Brothers (clothing expenses)
Carlisle Imaging Associates (x-ray
fees)
Dow E. Brophy, M.D.
Leader Nursing & Rehabilitation
Center
Dow E. Brophy, M.D.
Leader Nursing & Rehabilitation
Center
Snelbaker & Brenneman (legal fees)
ATS Medical Services
4
454,,00
16.00
3,915.12
9.32
20.69
52.44
222.50
4,279.67
123.00
7.91
9.70
41. 00
24.20
20.34
4,099.95
99.40
40.04
3,779.43
41. 00
66.00
1,273.00.
54.00
41. 00
4,996.66
3,959.56
532.50
11. 74
41. 00
4,097.56
41.00
3,991.02
400.00 .
96.47
07-10-95 Dow E. Brophy, M.D.
,07-24-95 Leader Nursing & Rehabilitation &
Center
41. 00
3,722.91
Total Disbursements I
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6. Except for miscellaneous personal property with an
estimated value of $1,000.00, th~ fOllowing principal balance now
remaining in the hands of Liberatore as plenary guardian of
Phinney's. estate is invested in the aforementioned PNC Bank
checking account and in an account with the investment firm of
Rauscher, pierce & Refnis:
Total prinoipal Balanoel
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7. During the period of this report, Phinney resided
continuously in the Arcadia Unit at Leader Nursing and
Rehabilitation Center, 940 Walnut Bottom Road, Carlisle,
Pennsylvania, where she received nursing care 24 hours per day.
Kathi Eisenhart is the administrator of Leader Nursing and
Rehabilitation Center and can be contacted at (717) 249-0085.
8. During the period of this report, Phinney suffered from
dementia of the Alzheimer's type stage 5, i.e. moderately severe
cognitive decline. Phinney was not oriented to time or place and
showed severe long-term and short-term memory loss. Slle required
constant supervision due to safety concerns.
9. During the period of this report, Phinney was unable to
reliably and safely perform the necessary activities of daily
living, including eating, bathing, dressing and other forms of
hygiene.
10. Liberatore believes that Phinney'S incapacity has not
improved and that the guardianship should, therefore, continue.
11. Due to his residence and occupational responsibilities in
Texas, Liberatore has not visited with Phinney since his
appointment as guardian. However, Liberatore speaks with Leader
Nursing and Rehabili tation Center staff approximately twice per
month and receives frequent correspondence from the home regarding
Phinney'S condition and needs.
5
IN REI I
CHARLOTTE D. PHINNEY, I
an alleged innapanitat9d )
person I
I
I
IN THE COURT OF COMMON PLEAS
CUMBF.RLAND COUNTY, PENNSYLVANIA
ORPHTlNS' COlJR'r DIVISION
NO. 21-94-492
CITATION
WE COMMTlND, you that laying aside all business and exnuses
whatsoever, you be and appear in your proper person before the
Honorable JudgE'S of the CommonPleas Court Orphans' Court Division
at a session of the said Court there to be held, for the County
of Cumberland to show nause why she should not be adjudged an
innapanitated person and have a guardian of her person and of her.
estate appointed, the hearing thereon to be held in Court Room
No.5 of the Cumberland County Courthouse in Carlisle,Pennsylvania,
nommenning at 2130 o'nlonk, p.m. on Monday, the 18th day of
July, 1994.
lit least twenty (20) days notlne of the hearing !hall be gl.ven
to Charlotte D.Phinney, the alleged innapanitated person, by
personal servir.e of a nopy of the Petition and Citation and by
servine of notine upon the presumptive heirs who are sui juris,
personally or by registered mail. Notine to Ms. Phi.nney must
innlude all jnformatj~n inr.ludjng that nonnernjng Counsel, requjred
under 55511 of Probate Estate & Fjdunjaries Code.
Witness my
pennsylvanja
hand
this
and offl.nl.al seal of offine at Carlisle,
1st. day of June, 1994.
'-/mn.u..C. ~~ " Qa \'LJ
'~~ry.(p. Lewis ~
ClerK of Orphans' Court
Cumberland County
CarUsle,Pa.
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LAW OFFICES OF
GATES&-AsSOCIATES, P.C.
LOWELL R, GATES
AltoAclmllltdloW...tcIlY..ItIS,'
MARK E, HALBRUNER
AlIOAdnlll1td 10 NI.,.J....yS.'
SUSAN KAV OANDIELLO
CRAIG A. HATOH
1013 MUMMA ROAD, BUITE 100
LEMOYNE, PA 11043
1117)131011100
FAX 1117)131.11621
WE8BlTE:
WW'N,O.II.LlwFltm,COM
December 30, 1996
Cumberland County Register of Wills
ATTNI pauline Barkley
1 Courthouse Square
Carlisle, PA 17013
RBI Estate of Charlotte D. phinney
Dear Mrs. Barkley:
As you suggested, I am writing to explain the family
circumstances of Charlotte D. Phinney, who passed away recently in
Carlisle, pennsylvania. Mrs. phinney had two nephews and two
nieces, none of whom are residents of Pennsylvania. To the best of
our knowledge, Mrs. phinney did not have a will.
In 1994, my office represented Rev. James V. Liberatore, one
of Mrs. phinney'S nephews, in an incapacity proceeding docketed
under Cumberland County orphans' Court No. 21-94-492. At that
time, Kurt Liberatore signed a form consenting to his brother'S
appointment as guardian of Mrs. phinney'S estate and person. Rev.
Liberatore was unable to locate Mrs. phinney'S two nieces, and he
proceeded with the guardianShip petition without their consents.
On July 1B, 1994, Judge Wesley Oler appointed Rev. Liberatore as
guardian for the estate and person of Mrs. Phinney/and Rev.
Liberatore filed a timely inventory and timely annual reports for
both 1995 and 1996.
Now that Mrs. phinney has passed away, Rev. Liberatore is the
best choice for administrator of her estate. He is familiar with
her financial affairs and is wJlling to put in the time and effort
necessary to carry out the duties of administrator. wi thin the
next few days, I expect to receive from Kurt Liberatore a
Renunciation of his right to administer the estate. I will forward
the same to you as soon as possible.
Rev. Liberatore is still unaware of the location of his two
female cousins, and he has completed the enclosed peti tion for
Grant of Letters of Administration without obtaining their
renunciations. Although Rev. Liberatore and our office have every
intention of providing Mra. phinney's nieces wi th the required
notice under orphans' Court Rule 5.6 and distributing to them their
rightfUl shares of Mrs. phinney'S estate, it would be in the best
interest of the eatate to proceed at this time with the grant of
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IN RBI
, CHJ\RLOTTB D. PHINNBY I
an/inoapaoitated person
IN THB COURT OF COMMON PLEAS
CUMBBRLAND COUNTY I PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-94-492
SBCOND ANNUAL REPORT OF JAMES V. LIBERATORE,
PLENARY GUARDIAN OF THE BSTATB AND PBRSON OF
CHARLOTTI!J D. PHINNBY, AN INCAPACITATED PERSON
GUARDIAN APPOINTED ~JLY 18, 1994
FIRST ANNUAL REPORT FILED AUGUST 21, 1995,
AND STATED THROUGH JULY 24, 1995
THIS REPORT STATED THROUGH JUNE 30, 1996
AND NOW COMES James V. Libera tore, plenary guardian of the
estate and person of Charlotte D. Phinney, an incapacitated person,
by and through his counsel, Gates & Associates, P.C., to render and
file the following Second Annual Report of all receipts,
transactions and other information pursuant to 20 Pa.C.S. ~5521(c)
had by the above-named guardian on account of the estate and person
of Charlotte D. Phinney, during the period between July 24, 1995,
and June 30, 1996:
1. By order of this Court dated JUly 18, 1994,
Liberatore (hereinafter "Liberatore") was appointed
guardian of the estate and person of Charlotte D.
(hereinafter "Phinney"), an incapacitated person.
James V.
plenary
Phinney
2. On October 11, 1994, Liberatore filed with this Court an
Initial Inventory listing all property received, and all
liabilities owed, by him as plenary guardian of Phinney'S estate
and person.
3. On August 21, 1995, Liberatore filed with this Court the
First Annual Report of receipts, disbursements and personal
information as required by 20 Pa. C. S. ~5521 (c). The First Annual
Report was stated through JUly 24, 1995.
4. Except for miscellaneous personal property with an
estimated value of $1,000.00, the fOllowing principal balance was
held by Liberatore as plenary guardian of Phinney'S estate as of
JUly 24,1995, and was invested in a PNC Bank checking account and
in an account with the investment firm of Rauscher, pierce &
Refnisl
Beginning Prinoipal Balanoe:
n~l,~~
5. The fOllowing is an itemized statement of all income
recei ved by Liberatore as plenary guardian of Phinney's estate
during the period of this report:
Date Income ReoeiPt Amount
08-10-95 Internal Revenue Service Refund $1,229.65
08-10-95 Interest on Rauscher, Plerce &
Refnis account 147.43
08'22-95 Interest on PNC Bank account 70.23
08-22-95 Retirement, social security &
annui ty payment 2,16'7.26
09-11-95 Interest on Rauscher, pierce &
Refnie account 144.21
09-19-95 Interest on PNC Bank account 56.77
09-19-95 Retirement, social security &
annui ty payment 2,167.26
10-26-95 Interest on Rauscher, plerce &
Refnis account 306.98
10-26-95 Retirement, social security &
annuity payment 2,167.26
10-26-95 Interest on PNC Bank account 54.71
11-06-95 Interest on Rauscher, Pierce &
Refni s account 119.54
11-17-95 Re ti remen t , social security &
annui ty payment 2,167.26
11-17-95 Interest on PNC Bank account 50.13
12-06-95 Interest on Rauscher, Pierce &
Refnis account 109.55
12-20-95 Retirement, social security &
annui ty payment 2,1.67.26
12-20-95 Interest on PNC Bank account 54.12
01-08-96 Interest on Rauscher, Pierce &
Refnis account 2,413.25
01-23-96 Retirement, social security &
annui ty payment 2,200.26
01-23-96 Interest on PNC Dank account 49.24
02-13-96 Interest on Rauscher, plerce &
Refnis account 95.21
02-13-96 Long'Term Capital Gain on Rauscher,
Pierce & Refnis account 18,003.57
02-27-96 Retirement, social security &
annui ty payment 2,200.26
02-27-96 Interest on PNC Bank account 35.45
03-17-96 Interest on Rauscher, pierce &
Refnis account 93.25
03-23-96 Retirement, sooial security &
annui ty payment 2,167.26
03'23-96 Interest on PNC Bank account 38.76
2
04-11-96
04-19-96
04.19'96
05.07'96
05.18.96
05'18-96
06.04-96
06-08-96
06-08-96
06-25-96
, ~
Interest on Rauscher, Pierce &
Refnis account
Retirement, social security &
annuity payment
Interest on PNC Bank account
Interest on Rauscher, pierce &
Refnis account
Retirement, social security &
annuity payment
Interest on PNC Bank account
Retirement and annuity payment
Interest on Rauscher, pierce &
Refnis account
Interest on PNC Bank account
Social security payment
Total Inoome Reoeiptsl
333.40
2,167.26
43.00
96.00
2,167.26
34.24
1,107.26
103.28
19.41
1,093.00
~
6. The
disbursements
estate during
fOllowing is an itemized statement of all
made by Liberatore as plenary guardian of Phinney'S
the period of this report:
~
08-15-95
08.30-95
09-12-95
09'27-95
09-27-95
10-26'95
10-26-95
11.13-95
1],.13-95
11'15-95
12-01-95
12-11'95
12-14-95
01'12-96
01-12'96
01.16-96
01'16-96
Disbursement
Leader Nursing & Rehabilitation
Center
Dow E. Brophy, M.D.
Leader Nursing & Rehabilitation
Center
Lowell R. Gates, P.C. (legal
fees)
Alzheimer'S Association of Central
Pennsylvania (charitable donation)
Leader Nursing & Rehabilitation
Center
Vita1ink (prescriptions)
Dow E. Brophy, M.D.
Sunshine Brothers (Clothing)
Vita1ink (prescriptions)
Dow E. Brophy, M.D.
Vitalink (prescriptions)
Leader Nursing & Rehabilitation
Center
Dow E. Brophy, M.D.
Vita1ink (prescriptions)
Leader Nursing & Rehabilitation
Center
James V. Liberatore (guardian's
expenses)
3
Amount
$4,415.10
178.00
3,889.92
605.00
100.00
3,792.93.
354.08
41. 00
231. 50
303.71
41. 00
317.14
7/450.81
41. 00
315.02
3,811.39
25.82
02-13-96 vita link (prescriptions) 321. 72
02-13'96 Leader Nursing & Rehabilitation
Center 3,619.98
03-05-96 Dow E. Brophy, M.D. 45.00
03'17-96 H&R Block (income tax preparation) 93.00
03-17-96 VitaUnk (prescriptions) 250.18
03-17'96 Leader Nursing & Rehabilitation
Center 825.65
04 -11.96 Dow E. Brophy, M.D. 45.00
04-11-96 vita link (prescriptions) 296.87
04-11-96 Leader Nursing & Rehabilitation
Center 3,537.6'1
05-23.96 Vitalink (prescriptions) 187.35
05.23.96 Family Eye Care 145.00
05.23-96 Leader Nursing & Rehabilitation
Center .3,801.27
06-04.96 Dow E. Brophy, M.D. 90.00
06.11.96 vi talink (prescriptions) 349.48
06-11-96 Leader Nursing & Rehabilitation
Center 3,711. 70
06-15'96 Family Eye Care 29.20
06-15-96 Continence Care 94.29
.06-25-96 Dow E. Brophy, M.D. 45.00
Total Disbursements I ~
7. The fOllowing is a summary of the principal balance held.
by Liberatore as plenary guardian of phinney'S estate as of June
30,1996:
Beqinninq Prinoipal Balanoel
Total Income Receiptsl
Total Disbursements I
U31,424.03
47,640.24
179,064.27
(43,401.68)
Total Principal Balanoe:
~135.662.59
8. During the period of this report, Phinney resided
oontinuously in the Arcadia Unit at Leader Nursing and
Rehabilitation Center, 940 Walnut Bottom Road, CarliSle,
Pennsylvania, where she received nursing care 24 hours per day.
Kathi Eisenhart is the administrator of Leader Nursing and
Rehabilitation Center and can be contacted at (717) 249-0085.
9. During the period of this report, phinney suffered from
dementia of the Alzheimer'S type stage 5, 1.e., moderately severe
cognitive decline. phinney was not oriented to time or place and
showed severe long-term and short.term memory loss. She required
4
"
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
}
Ul
JAMES V. LIBERATORE,
being duly
sworn
eccordlng to law, depolel and I'YI th.t he is the Administrator
- of the Estete of Charlotte D. Phinney
I.te of _.._c;arH!l.l_~_~SJ.r.9':l9.~h_____ , Cumberl.nd County, P.., decuaed .nd that the
within II .n Inventory mede by James .'0- Liber~~ the IIld...1ldministrator
of the entire estate of Slid decedent, conliltlng 01 .11 the person.1 property .nil rulest.te, exoept reel "t.te outside
the Commonwe.lth of Pennlylv.ni., and that the figure I oppollte e.ch Item of the Inventory repreltnt It'l f.lr v.lue
es or the date of decodent'l de.th,
x
~dP0 I-
E....t., . Admin"'..'.,
and lublcrlbed before me,
19 97
NOTARY PUBLI
STATE OF TEXA
My Comm Exp. 1.30.2000
James V. Liberatore
2102 MaryrB Creek ~ast
Pearland, TX 77581
,--
Add,...
Date of De.th -__--.UJ
o.Y
12
Month
1996
Yllr
INSTRUCTIONS
I. An Inventory must b. flied within three monthl .f1er appointment of person. I repreltnt.tlve.
2. A lupplement Inventory mUlt be flied within thirty daYI of discovery of .ddltlon.1 ...ets.
3. Addltlonalsheeh may be attached 01 to personalty or rulty
4. See Article IV, Flducl.rles Act of 1949.
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Inventory of the real and personal estate of
CHARLOTTE D. PHINNEY
deoeased
1. Rauscher Pierce Refsnes, Inc., Account No. 2101-6620-8272,
Title: James V. Liberatore, Guardian for Charlotte ID.
Phinney. DaD value.
2. Texas Commerce Bank, Checking Account No. 01300828137,
Title: James V. Liberatore, Guardian for Charlotte D.
Phinney, NCM. DaD value.
9,14
3. Leader Nursing Home, refund.
1,08
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IN RBI
CHARLOTTB D. PHINNEY,
an inoapaoitated person
IN THB COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-94-492
FINAL REPORT OF JAMES V. LIBERATORE,
PLENARY GUARDIAN OF THE ESTATE AND PER90N OF
CHARLOTTE D. PHINNEY, AN INCAPACITATED PERSON
GUARDIAN APPOINTED JULY 18, 19941
FIRST ~AL REPORT FILED AUGUST 21, 1995,
~ STATED THROUGH JULY 24, 19951
SECOND AWmJ}~ REPORT FILED SEPTEMBER 11, 1996,
AND STATED THROUGH JUNE 30, 19961
THIS REPORT STATED THROUGH DECEMBER 19, 1996,
CHARLOTTE D. PHINNEY'S DATE OF DEATH
AND NOW, comes James V. Liberatore, plenary guardian of the
esti\te and person of Charlotte D. Phinney, an incapacitated person,
by and through his counsel, Gates & Associates, P.C., to render and
file the fOllowing Final Report of all receipts, transactions and
other information pursuant to 20 Pa.C.S. ~5521 (c) had by the above-
named guardian on account of the estate and person of Charlotte D.
Phinney, from JUly 1, 1996, through December 19, 1996:
1. By order of this Court dated ,July 18, 1994, James V.
Liberatore (hereinafter "Liberatore") was appointed plenary
guardian of the estate and person of Charlotte D. phinney
(hereinafter "Phinney"), an incapacitated person.
2. On October 11, 1994, Liberatore filed with this Court an
Initial Inventory listing all property received, and all
liabilities owed, by him as plenary guardian of Phinney'S estate
and person.
3. On August 21, 1995, Liberatore filed with this Court the
First Annual Report of receipts, disbursements and personal
information as required by 20 Pa.C.S. ~5521(c). The First Annual
Report was stated through July /.4, 1995.
4. On September 11, 1996, Liberatore filed with this Court
the Second Annual Report of receipts, disbursements and personal
information as required by 20 Pa.C.S. ~5521(c). The Second Annual
Report was stated through June 30, 1996.
5. During the periOd of this report, phinney resided
continuously at Leader Nursing and Rehabilitation Center (now known
as Manorcare Health Services), 940 Walnut Bottom Road, Carlisle,
Pennsylvania, where she received nursing care 24 hours per day.
During the period of this report, Phinney was transferred from the
Arcadia unit to the acute nursing floor. Kathi Eisenhart is the
administrator of Manorcare and can be contacted at (717) 249-0085.
6. During the period of this report, Phinney suffered from
dementia of the Alzheimer's type stage 5, i.e., moderately severe
cognitive decline. Phinney was not oriented to time or place and
showed severe long-term and short-term memory lOBS. She required
constant supervision due to safety concerns.
7. During the period of this report, phinney was unable to
reliably and safely perform the necessary activities of daily
11 ving, including eating, bathing, dressing and other forms of
hygiene.
8. Phinney died at Manorcare on Thursday, December 19, 1996.
9. Except for miscellaneous personal property with an
estimated value of $1,000.00, the following principal balance was
held by Liberatore as plenary guardian of phinney'S estate as of
June 30, 1996, and was invested in a checking account with Texas
Commerce Bank, N.A. and in an account with the investment firm of
Rauscher, Pierce & Refsnes, Inc.:
Beqinninq Principal Balancel
IpS. 662. S~
10. The fOllowing is an itemized statement of all income
received by Liberatore as plenary guardian of phinney'S estate
during the period of this report:
~
Income Receiot
Amount
07-07-96 Income from Rauscher, pierce &
Refsnes account
08-08-96 Income from Rauscher, pierce &
Refsnes account
08-08-96 Interest on Texas Commerce Bank
account
08-08-96 Retirement, social security &
annuity payment
08-27-96 Interest on Texas Commerce Bank
account
08-27-96 Retirement, social security &
annuity payment
09-17-96 Income from Rauscher, pierce &
Refsnes account
09-24-96 Interest on Texas Commerce Bank
account
$ 337.55
97.16
18.93
2,200.26
17.71
2,200.26
345.60
16.52
2
09-24.96 Retirement, social security &
annuity payment 2,199.34
10.15.96 Income from Rauscher, pierce &
Refsnes account 90.51
10.26-96 Interest on Texas Commerce Bank
account 13.36
10-26.96 Retirement, social security &
annuity payment 2,200.26
11-09.96 Income from Rauscher, pierce Ii
Refsnes account 96.23
12-03-96 Retirement I social security &
annuity payment 2,200.26
12.10.96 Income from Rauscher, pierce &
Refsnes account 98.25
Total Inoome Reoeiptsl .ui~A~a.,a~
11. The following is an itemized statement of all
disbursements made by Liberatore as plenary guardian of phinney's
estate during the period of this report:
Date
07-08-96
07-16.96
07.16-96
08-08-96
08.08.96
08.20-96
08-27-96
09-17-96
09.17-96
09-21.96
10.15-96
10.15-96
10.26-96
11-09 -96
11-09-96
12-03.96
12-03-96
12-03.96
12-03.96
Disbursement
Amount
$ 576.47
2.18
3,762.04
3,783.46
317.78
90.00
60.00
3,645.58
355.22
300.00
3,858.40
90.00
2.63
931.46
3,879.28
12.34
90.00
2.63
16.16
Vitalink (prescriptions)
Carlisle Imaging Associates
Leader Nursing I< Rehabilitation
Center
Leader Nursing & Rehabilitation
Center
Vitalink (prescriptions)
Gates & Associates, P.C. (legal
fees)
Dow E. Brophy, M.D.
Leader Nursing & Rehabilitation
Center
Vitalink (prescriptions)
Gates & Associates, P.C. (legal
fees)
Leader Nursing & Rehabilitation
Center
Dow E. Brophy, M.D.
Carlisle Imaging Associates
Vitalink (prescriptions)
Manorcare Health Services
Gates & Associatetl, P.C. (legal
fees)
Dow E. Brophy, M.D.
Carlisle Imaging Associates
Mediq Mobile X.Ray
3
09-24-96 Retirement, social security &
annui ty payment 2,199.34
10-15-96 Income from Rauscher, Pierce &
Refsnes account 90.51
10-26-96 Interest on Texas Commerce Bank
account 13.36
10-26-96 Retirement, social security &
annuity payment 2,200.26
11-09 -96 Income from Rauscher, Pierce &
Refsnes account 96.23
12-03-96 Retirement, social security &
annuity payment 2,200.26
12-10-96 Income from Rauscher, pierce &
Refsnes account 98.25
Total Income Receiptsl U2, lH l2Q.
11. The following is an itemized statement of all
disbursements made by Liberatore as plenary guardian of Phinney'S
estate during the period of this report:
~ Di sbursemen t Amount
07-08-96 Vitalink (prescriptions) $ 576.47
07-16-96 Carlisle Imaging Associates 2.18
07-16-96 Leader Nursing & Rehabilitation
Center 3,762;04
08-08-96 Leader Nursing & Rehabilitation
Center 3,783.46
08-08-96 Vitalink (prescriptions) 317.78
08-20-96 Gates & Associates, P.C. (legal
fees) 90.00
08-27-96 Dow E. Brophy, M.D. 60.00
09-17-96 Leader Nursing & Rehabilitation
Center 3,645.58
09-17-96 Vitalink (prescriptions) 355.22
09-21-96 Gates & Associates, P.C. (legal
fees) 300.00
10-15-96 Leader Nursing & Rehabilitation
Center 3,858.40
10-15-96 Dow E. Brophy, M.D. 90.00
10-26-96 Carlisle Imaging Associates 2.63
11-09-96 Vitalink (prescriptions) 931.46
H-09 -96 Manorcare Health Services 3,879.28
12-03-96 Gates & Associates, P.C. ( legal
fees) 12.34
12-03-96 Dow E. Brophy, M.D. 90.00
12-03-96 Carlisle Imaging Associates 2.63
12-03-96 Mediq Mobile X-Ray 16.16
3
l'T' -/.,'X.~
COMMONWEA~TH OF PENNSV~VANIA
DEPARTMENT OF REVENUE
G
BUREAU OF INDIVIDUAL TAMES
INHERITANCE TAX DIVISION
DEPI, ZUlU
HARRISBURC, PA 171Za-0601
NOTICE OF INHERITANCE TAM
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
DATE
ESTATE OF
DATE OF DEATH
FUE NUMBER
COUNTY
ACN
06-23-97
PHINNEV
12-19-96
21 94-0492
CUMBERLAND
101
LOWELL R GATES ESQ
GATES 8 ASSOCIATES
1013 MUMMA RD STE 100
LEMOVNE PA 17043
l
A~ount RIMithd
.
.
1I~'IW U '" uJ.tll
CHARLOTTE D
J
MAKE CHECK PAVAB~E AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT A~ONCI THIS I.INE ~ RETAIN ~OWER PORTION FOR YOUR RECORDS ....
R 'E"V: is;i; "!it -A FPOOioi-: moo HoYie!""li F- INH!ii ifAifCE - 'fAx - A"PPRA is EifEHr;" "LrliWAifcE -iiri'" --- - -- -- - - - - --
DISA~~OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF PHINNEV CHARLOTTE D FI~E NO. 21 94-0492 ACN 101 DATE 06-23-97
If an allellmlnt was illued previoully, lil1el 14, 15 and/or 16, 17 and 18 will
reflect figural that include the tDtal of Ahh returnl allelled tD date.
ASSESSMENT OF TAXI
IS, Alount of Llnl 14 It Spou.ll rltl 115J
16, Alount of Llnl 14 tl.lbll It Llnlll/Cll.. A rltl 116J
17, AMount of L1nl 14 h..blo It CoUlhrol/Clo.. a rltl 117)
IS, PrlnolPll T.. DUI
TAX CREDITS I
PAYHENT
DATE
03-19-97
TAM RETURN WAS I (X) ACCEPTED AS FILED
RESERVATION CONCERNINCI FUTURE INTEREST " SEE REVERSE
APPRAISED VA~UE OF RETURN BASED ONI ORIGINAL RETURN
1, Rill E.tltl ISchldull AI
2. Stook. Ind Oond. (Sohldull a)
3. Clo,"ly HIld Stook/Plrtnlr.hlp Intlrl.t (Sohldull C)
4, Hortglgl./Notll RIOllvlbll ISohldull 0)
5, CI.h/Blnk nlpollt./HI.o, Plr.onll Proplrty (Sohldull EJ
6, ,Jointly Ownld ProPlrty (Sohldulo F)
7. Trln.flr' (SChldull 0)
S, Totll A..ltl
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.rli Expln.../Adn. COlts/HiIO. EXPln... (Schedull Hl
10, Dlbt./Hortglgl Lllbllltll./Llln. (SOhldull I)
11, Totll Olductlon.
12, Hit Vllul of TI. Rlturn
13, Chlrlt.bll/Govlrnllntll OlqUI.tl ISohldull J)
14, Nit Vllul of E.tltl SubJlot to TI.
NOTE I
RECEIPT
NUH~ER
AA185280
DISCOUNT 1+)
INTERESTIPEN PAID (-J
730,46
. IF PAID AFTEM nATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
) CHANGED
III ,00
(2)_~
13) ,00
(4) ,00
IS) 10,229,13
16) ,00
17l .OQ..
(S)
(9)
110)_
15,701. 04
2,385,70
Ul)
U2J_
US)
(4)
NorE I To insure prop'"
oredit to ~our laoount,
SUbMit thl uPPlr ~ortlon
of thll fori with your
tl)( PIYlllnt.
115,481.13
18,n86 74
97,394,39
,00
97,394,39
,00
,00
14,609,15
14,609,16
14.609,16
.00
.00
,00
IF TOTAL DUE IS LES' THAN .1, NO PAYHENT IS REqUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
,00
,00
97,394,39
M ,00.
M ,06..
M ,15.
US)
AHOUNT PAID
13,878,70
TOTA~ TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
'I
t'Q \CI ,,[):tJ
, en
=1, ,-\ -,I . n,
, ,.,
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RESERVATIONl rlt,t.. of dla,dlnt, dying nn or blfor. Dtallblr 12, 19.2 -. If tny futur. Int.r.tt tn thl ..t.t. I, tranlf.rrld
In po.....lon or .nJoYltnt to Cl... a (toll.t.ral) bInIflolirJ.. of the dlCldent .ft.r thl IMplretlon of any ..t.t. for
11'. or '01' VII". thl Co.onw.IUh her'bY IMpr...h r...rvII tM right to appr.l" and ...... tren,f,r InhlrUtncl riM"
It the l,wful Cll'l a (co11a',rll) rlt. on 'MV luch lutur. Int.r..t.
PURPOSl! OF
HOTICEI To fulfill the rlqulrl..nt. of Slot Jon 11~O 0' thl Inherltlncl and Elt,t. rlx Aot, Act 21 0' 1.95. (72 P,S.
SloUcn 91110).
PAYMENT I Uotech thl top portion 0' thlt NotlcD and lub.lt with your ply.."t to thl Rlgl,',r of wtlll printed on the rl"tr'l tide.
..HoIt. chock or ..n.. ordor p...bl. 101 REGISTER GF HILLS. AGENT
REFUND (CA)I A r.fund of . "x crldlt, which WI' not r.qullt.d on the T.~ R.turn, .ay b. r.qulltld by o~l.tlng an "Appl1o.tlon
for R,fund 0' Plnn.YI",."I. Inherltlnc, and E,tot. Tlx" (REV-!lIS), Appl1cltlonl ar. IVIllubl, at thl Offlol
0' thl Rlgl,t.r of Willi, .ny 0' thl 25 R.venu. Dletrlct Of'lc.., or by cll11ng thl 'Plol.t 2~~our
an....rlng ,ervlo, nuIlbtr. for for.. ord.rlng, In PIMn!",'"', 1-800-362-2050, out,ld. Ptnnlvlvenl. .nd
Ntthln 100.1 Harrl.nurg ar.. (717) 7a7.a09~, TuOI (717) 772-2252 (He.rlng l~.lr.d Only),
OBJECTIONS I Any p.rtv In Int.r..t not lotl'fl.d with thl Ippr.i....nt, allowanc. or dl,allow.nc. of d.duotlons, or I....e..nt
of tlM (Including dl,count or Int.r..t) al .hown on this Notlcl RUtt objeot within .Ixtv (60) dlY. of r.~.lpt of
thh NoUo. bYI
-.wrltten prote.t to the PA D,p.rt.,nt of Aevln~., Boara of Appell., O.pt. ZIIOZl, Hlrrl.burg,PA 171ZI-I0Z1, OR
-.ellotlon to have thl latter det.ralned at audit of tht account of the Plr.onll r.prl..ntltlv., OR
-.app'll to thl Orphan.' Court.
ADHIH
IITAATlYE
CORRECTIONS I Flotu.1 error. dl.cov.rld on thl. a......ent .hould b. .ddr....d In writing tOI PA D.part.lnt of A,vlnul,
BurllU of Individual TIX", ATTNI Po.t A.......nt R.vllw Unit, Dlpt. Z80601, Hlrrl.burg, PA 171Z8-0601
Phone (717) 717-6505. S'I p.g. 5 of the bookl.t "In~tructlon. for Inhlrltlnc. Tax A.turn for I AI.ldlnt
U.c.dent" (REV-150lJ for an Ixplanatlon of adtlnhtraUv.ly corrtobbl. errort.
If an>> tlX dut I. plld within thr.. (5) clllnelar aonthl .ftlr the dle.dlnt'. dllth, a flv. parc.nt (5~) dl.count of
the tlX p,ld II alhlwld.
DISCOUHT,
PEHAL TV I
The lU tlM Hnt.t>> non-parUclpaUon plnllh II cOlput.d on thl totll of the tlX ~nd Inter..t a.....Id, and not
p.ld b.for. JlnUlry 18, 1996, the flr.t dav aft.r thl end of thl t.x ~..ty p.rlod. Thl. non-plrtlclPltlon
penalt>> 1. app..labl, In the .... .enn.r end In the the .... tl.. p.rlcd I' you would .pp..1 the tlx and Intor..t
thlt h.. bttn .......d e. Indloat.d on thl. notlol.
IHTEAEII ,
Intlrl.t I. chlrg.d bl,lnnlng with flr.t day of dtllnquency, or nlnl (9) lonth. and on. (1) dlY fro~ the dlt. of
de.th, to thl dlt. of ply..nt. Tax.. whIch blel.. d.llnqu.nt b.for' January 1, 1912 b..r Int.r..t et the r.t. of
'IM (6~) Ptr~ent plr annUl c.lculltld at I dill>> rat. of .000164. All tex.. which beoa.e d.llnquent on and after
Janu.ry 1, 1912 will b..r Intlr..t at a rete which will Ylrv froe callnder v..r to oel.ndar VI,r with th't rlt.
announe.d by thl PA O'Plrte.nt of A.y.nut. Th. applioable Int'r..t r.t.. for 191Z through 19'7 arll
Y.m Jntlrllt Aat. D.lly Int,,"t Factcr :!.!!r Inter..t Alh ~nt.ri.t rlotor
1911 lOX ,OOOl41 1917 9X ,ooom
1915 16X ,000411 19...1991 lIX ,ooom
1914 lIX ,ooom 1991 9X ,000147 '
1915 llX ,000156 I 99 l-l 994 7~ ,000191
1916 lOX .000174 1995.1997 9X ,000147
--lnter"t I, ~llcul.t.d e. followlI
INTEREST . BALANCE OF TAX UNPAID X NUNDER GF DAYB DELINQUENT X DAILY INTEREST FACTOR
.-AnV' Notlel I..uld Iftlr thl t,x blOo", d.llnquent will refllct In lntlr..t cllculttlon to flft.en (11) d.~.
bl~ond thl dati of the ........"t. If Plyqnt II IIdI If"r tM Intlr..t eoeputltlon dlt. .hown on thl
Notlcl, addltlonll Intar..t au.t tM cllculltt<t.
II[V-"""F~'11-94' INHE~~~~~E r~~ RETURN t;~2gtt~~~~~FDfa~MClER 12131/91
RESIDENT DECEDENT POVERTY CREDIT IS CLAIMEDLl
COMMONWf.ALTlIO, "f.NN9YI.VANoA (TO BE FILED IN DUPLICATE FILE NUMBER
Of.PARTMENT OF IH.Vf.NUt 21 1994
"Allnl5~iC~6',:~":l;:"_Ofl'" WITH REGISTER OF WILLS) COUNTY CODE YEAR
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS
Phinn Olarlotte D, 940 Walnut Botton Road
SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH carlisle, PA 17013
DECEDENT 022-01-1387 12/19/96 06/17/1914 Counly CUliJerland O:mty
IIf AP 'lIeAulIl 9UnV'VING ",'OUS[ 5 NAMEII.ASI, SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS)
FIH5T MW Mill JU: INITIAl.)'" ...
1, Onglnal Rotulll ~omonlal Rolu", 3, Romalndor Rolwn
(1m I!,llun! clll.tlh pll(}f t(lll~lJ~82)
o 4n, Futuro lnlmosl Compromiso
(lot ,1010" 01 dO'lh 01101 12-12-021
o 6, Docodonl Diad Tuglalo 0 7, Docodonl M"lnlamud 0 Living T,usl
(Allach copy 01 W,II) (Allach copy 01 TIlI"1
AU. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDR~
LeMell R, Gates, Esquire Gates & Associate~ itt' . C, ,ei
TELEPHONE NUMBER 1013 Muma Road, SUite 10d
717-731-9600 Leno 1e PA 17043
1, Roal Eslolo (Schodlllo A) ( 1 I None
2. Slack, and Bond, (Sl,llOdlllu B) (2) 105,252,00
3, Clasoly Hold Slock/POItnorshlp Inloro,I(Sch, C) ( 3 ) None
4, Modgagos and NOlo, Rocorvoblo (Schodlllo D) ( 4 ) None
5, Ca,h, Bank Dopo,U' & M,scollonoolls POIsonal (5) 10,229,13
Ploporty (Schodlllo E)
6, Jolnlly Ownqd Propurly (Schodlllo F)
7, Tronslors (Schodulo G) (Schodulo L)
O. Tolal Gro,s AssOls (lolal L1nos 1-7)
9, Fllfloral Exponsos, Artmlnlsl,allvo COSlS,
Mlscollanoous Expansos (Schod"lo H)
10, Debls, Mortgego L1abllilios, Lions (Schodulo I)
11. Total Deducllons (10101 Llno, 9 & 10)
12. NOI Vallie 01 Estolo (Lino 6 mlnu, L1no 11)
13. Chorllablo and Govo,"monlal Beque,ls (Schodule J)
1~. NOI Valuo SlIblocllo Tax (L1no 12 minus L1no 13)
15. 5fl[lU~.,1 TlilflSIOfl:i lfur d~tG5 nl d!",th .tile/ 6-J(l-94J. 5eo
InslrucllOnslor Applic,\tllllflercenl,\go on P,198 2.(lnclude
VtllulI5twrn5chedlllllt-,orSChlldLJleM,j
16. Amounl 01 L1no 14 loxoblo .16% rain
(1lIcludo valuo, lrom Schodulo K 01 Scl1odulo M)
17. Amount 01 Uno 14t8xsblo al'15% rala
(1lIcludo voluon Iiom Schodlllo K or Schodulo M,)
16, PrlnGlpallax duo (Add lax Irom L1no, 15, 16 olld 17,1
19. Crodit9 Spouul Pove,ty CIfHtll P,iol Pnyrnoll19 019c01l111 lnlmonl
+ 13,878,70. 730,46 -. 0.00 (19)
20, II LillO 16 is g,oOIOlll1ol1 Lino 16, onlor 1110 d,lIoronco on Lino 20, This Is Iho OVERPAYMENT, (20)
~ he,." you Ire requellllng I refund 01 your overpayment. J
21, II LillO 16 is g,oolor Ihan L1no 10, onlor 1110 d,lI01onco on L1no 21. ThIS is Iho TAX DUE.
A. Enlor 1110 inlorosl 0111110 balanco dun all Uno 21A.
B, Enlor 1110 101.1 01 Lino 21 ond 21A on L1no21 8, Tllis in Iho BALANCE DUE.
Mike Check Pa able to: Reglste, 01 Wills, Agent
.. SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" ..
n or pena I 090 pm lilY, doc 0 thot lavo o:<amlnod Ihl9 rolurn, nc udll1g acconlpElI1Ylll~ schodulos and olatomonl9, and to tho bosl 01 my knowlodgo
and bellol, it Is lruo, corrocland .omplolo I doclaro Ihol all rool oslolo ho, boon roporlod.1 11110 murkol valuo, Doclur"lIol1 01 ptopnror olhor II1.nll1o porsoll.1
re ro nlaUvo 19 basod on all j arms on 01 which 10 arm has UIlY kl1owlodqo.
SIGN T r PE 'O,lj~~r. ^[)[)'lr.s~;
((A S~ Schedule attached
CHECK
APPRO-
PRIATE
BLOCKS
o 4, Lltn'lod Eslalo
CORRES-
PONDENT
RECAPIT-
ULATION
TAX
COMPUTA-
TION
(-
0492
NUMBER
o 5, Fodmal Estalo Tax Rollllll Rogulrod
o 6 Tolol Numbor 01 Solo Dopos" Boxos
Tl
:-rJ i:;
;':-1
~
'0
-lJ
.,
1.1
(J)
il) '"I
.,.
( 6) None
(7) None
(9 )
(0 ) 15,701. 04
(10) 2,385.70
(11)
(12)
(13)
(14)
115,481,13
18,086,74
97,394,39
None
97,394,39
(15)
x,
=
(16)
o. 00 x ,06 =
0,00
(17)
97,394,39x ,15 =
11,609.16
(16)
14,609,16
14,609,16
(21)
(21M
(21B)__
0,00
0,00
0,00
DArtL ;.
'1, I ~ f7
(!A;~ /1 q 1lf7
A[ln flt "~,~,
-'1013 Muma Road, Suite 100
Leroyne, PA 17043
C.oPYlIghIFO'n18 SllllwMfI Onl ,11191\ Nnlco, Int, NY41'A(lOl
-,
Estate ofl Olarlotte D. Phinney
21-1994-0492
StMJl1.\RY OF ALI.OCATIQ>IS 'IO BmEFICIAIuEs
,Class B
JlITeS V. Liberatore
Kurt B. Liberatore
suzanne PaIker,
Linda Schofield
24,348.60
24,348.60
24,348.60
24,348.59
97,394.39,
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PA REV-l500 EX (7-94) pago 2
Act 1/48 of 1994 provides for the reduotlon of the till rates Imposed on tho net value of transfers to or for the use of
, the spouse. The rates as prescribed by the atatute will be:
. 3% (.03) will be sppllcable for estatea of decedents dying on or aftar 7/1/94 and before 1/1/98
. 2% (.02) will be applicable for estates of dece~ents dying on or after 1/1/98 and before 1/1/97
. 1% (,01) will be applicable for estates of deoedents dying on or after 1/1/97 and before 1/1/98
. Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax,
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS.
YES NO
1. Old decedont mako a transler and:
a. relaln Ihe uso or Incomo olthe property Iranslerred, . . . , . . . . ,
.",...,........"..,..,.."".....,...,,,..,,.,,,..,..
x
b, relaln the right 10 deslgnalo who shall uso Iho property translerred ollie Incomo" , . . . . . . . . . , , . , , . . , , , , , . . . , , . . , . . . . . . . . . . . X
0, relaln a rovOIslonsry Inleresl: or. , , . , . , , . . , . . . . . , , . . , , . . . . , , , . . . . . . , . , , . , . . . . , . . . , , . , , , . , . . . . . , . . . , . , , . , .
. . , , . . . X
d. roeeive Iho promise lor IIle 01 eilhor paymenls, bonollls or caro?.. , , , . , , , . , , . .. .. , . , . , , , .. .. , .. . .. . , . . . .. . .. , , . . .. . , , . , X
2, If death occurrod on or before Decombor 12, 1982, did decedonl within two yeare proeedlng doath Iransfor proporty wllhoul rocelvlng
adoquale consldelallon? II doalh occurrod eher DecombOl 12, 1982, did docedonttransler property wllhln one year 01 dealh wllhoul
rocelvlng adoquale conslderallon?, , . , , , , , . , . , . , . . . . , , . , , . . , , , .. .. , . , . . .. . , .. , . . ' , .. ' .. .. .. .. . . . , . .... ""'"'''' X
3, Old doeodenl own an 'In Irusllor' bank account al his or hor dealh? , , , . , , .. ' . . , .. , , . , , . , . , .. . . , . , .. , . . . . .. , , , . , . , , . , .. , . , X
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
PA1S002 NTF ."0
CopyrIght Fo'ml Sollw." On IV, '994 Nltco, Inc. N9,PAn02
"
Sheet1
James V. Liberatore. Guardian for Charlotte D. Phinney
RPR Account Number AN11 2101 6620-8272
Purchase Purchase Price Market Value
. Quantity Name of Security Qatll ~ 12/19/98 12/19/98
500 Leviathan Gas Pipeline 1/8/95 $11,889 $21,08 10531,0
550 National Propane 7/12/98 $10,581 $20,25 11137,5
425 Northem Border Partners 7/12/98 $10,833 $28,25 11158,3
581.819 Capital Income Builder 1/9/95 $17,750 $40,54 22788,0
1280,835 North American Global Growth 1/9/95 $17,750 $15,38 19873,8
Fund Class A
1260,349 North American Growth 1/9/95 $17,750 $18,21 22951,0
Fund Class A
626,592 Thornburg Income Trust Limited 1/9/95 $8,750 $12,32 7719.6
SUBTOTAL S93.083 95408.0
9848 Great Hall Prime Money Market 12/19/98 $9,848 $1,00 9846,0
GRAND TOTAL 11 02.92~ 1011252.0
, .,
"
Page 1
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SCHEDULE C
CLOSELY HELD STOCK.
PARTNERSHIP AND PROPRIETORSHIP
REV4\504 E)(t\,..Oil
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RI!T\JRN
RESIDENT DECEDENT
eSTATE OF
Qlarlotte D. P
lkhtdull C-1 or C.2 mutt bl a\1lChld lor IIOIi
ITEM
NO.
Please Prlnl or T
FIll! NUMBER
21-1994-0492
olhll' than ~IIorthl .'
e
UIIIII" Inl.....t of Ihl dIOId
VALUE AT
DATE OF DEATH
DESCRIPTION
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(II more apace Is needed. Insert addlllonal sheels of same slze.1
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PAI5041 NTF 1213
CopYIIgh' Forma Soltwar. onlY, \1194 Nlteol tnc. NII4f1A04 \
'.
REV-1509 EX + (12-88)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charlotte D. Phinney
Jolnllenanl(s):
NAME
Jolntly-own.d proplrty:
SCHEDULE F
JOINTLY-OWNED PROPERTY
~ FILE NUMBER
21-1994-0492
ADDRESS
RELATIONSHIP TO DECEDENT
lETTER DATE DOLLAR VALUE OF
ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DECEDENT'S
NO. JOINT JOINT . OF ASSET % INT. INTERE!lT
TiNANT
None
.
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.
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TOTAL IAlso onlor on IIno 0, Rocnplllllellon) $ 0.00
PAISD.,
NTF 1218A
COPYllghl Forms Soltw.,. Only, 1994 N,lw, Inc. Ni4PAo9I
III more "pace 19 neoded. looorl oddltlonal ol1oOld 01 OOnlO olZo,)
REV-1510 EX + (2-&71
COMMONWEALTH OF PENNSYLVANIA
INHERITANce TAX ReTURN
ReSIDENT DECEDENT__
ESTATE OF
SCHEDULE G
TRANSFERS
PLEASE PRINT OR TYPE
FILE NUMBER
Charlotte D. Phinney 21-1994-0492
THIS SCH, MUST BE COMPLl!TED' FILED IF THE ANSWER TO ANy OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES.
DESCRIPTION OF PROPERTY OECO. DOLLAR VALUE
ITEM Include nenlO of 1110 transloreo, Il1elr F.xCLUSION TOTAL VALUE % OF DECEDENT'S
NO. relellon9hlo 10 decedent. dalo of Iranslor. OF ASSET INT. INTEREST
Nale
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,
TOTAL (A190 Olllor on II no 7. Rocapllulallonl $ 0,00
(II mora spaco \9 noodod, Insort addlllonul91rool9 019amo 9Izo.)
PA'SIOI NTF '211A
COPYFlUhI Forms SnHwlf' Only, llli4 Nlh:", Inc. NII4PA10l
Estate of: Clarlotte D. Phinney
SCliEIXJLE H, PARI' C -- Miscellaneous Expenses
Page 2
21-1994-0492
Itan
No. DescriptiCD1
Arrolmt
1 Byerly Insurance, CD1e-year praniun for Adnin:I.strator's bCD1d.
2 'Gates & Associates, P. C., costs advanced for miscellaneous
eJq)eIlSes :
~h 01/31/97 $52.26
Through 03/00/97 $168.45
968.00
220.71
3 First tEA Visa, airfare for guardian's flight to Pennsylvania. 249.00
4 Jarrcs V. Liberatore, miscellaneous guardian expenses. 160.00
5 St. Andrews, reintJursarent for Jarres Liberatore's loog..d:l.stcmce 3.60
pln1e charges.
6 'I11e Patriot News, publication of estate notice. 165,73
7 Cl1iJerland Law Joumal, publicatiCD1 of estate notice. 60.00
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. 'lUl1IL. (carry forward to ~ schedule)
t t t t , t
1,827,04
CBRTIFICATION or NOTICB ONDBR Rt7LB: 5.6 (al
Name of Decedent: Charlotte D, Phinney
Date of Death: 12/19/96
File No. 1994-00492
To the Register:
I certify that notice of beneficial interest required by Rule
5.6(a) of the Orphans' Court Rules was served on or mailed to the
following beneficiaries of the above-captioned estate on March 6,
1997.
James V. Liberatore
2102 Mary's Creek East
Pearland, TX 77581
Kurt E. Liberatore
10 Reagan Avenue
Franklin, MA 02038
Suzanne Parker
629 Alamo Court #310
Mountain Vie~ CA 94043-3676
Linda Schofield
P.O. Box 507
Wauna, WA 98395
..
Notice has now been given to all
Rule 5.6(a).
under
~
we 1 R. Gates, Esquire
Gate & Associates, P,C.
1013 Mumma Road, Suite 100
l,emo ne, PA 17043
(717) 731-9600
March 6, 1997
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21-94-492
A F F I D A V I T
STATE OF TEXAS
COUNTY OF GJ L. V p.nv"'>
Be it known, that on the ::J.V'h'day of SIlNI.U'l1U-,
before me, the subscriber, a Notary Public, personalty
JAMES V. LIBERATORE, who, being duly sworn according to
depose and state as follows:
ss:
, 1997,
appeared
law, did
1. I am the nephew of Charlotte D. Phinney, who passed away
in Cumberland County, Pennsylvania, on December 19, 1996.
2. On December 3D, 1996, I filed n Petition requesting that
Letters of Administration be granted to me in the estate of
Charlotte D. Phinney.
3. Together with the Petition for Grant of Letters of
Administration, I filed a Renunciation signed by my brother, Kurt
Liberatore, renouncing hia right to administer Charlotte D.
Phinney's estate and asking that Letters of Administration be
granted to me.
4, In addition to myself and my brother, Charlot.te D.
Phinney's only other surviving heirs at law are her nieces, Linda
Youmans and Susan Parker.
S. In 1994, I filed a Petition in the Cumberland County
Court of Common Pleas, Orphans' Court Division, asking the Court to
declare Charlotte D. Phinney an incapacitated person and to appoint
me plenary guardian of her estate and person.
6. Prior to filing the guardianship petition, I made the
following efforts to locate Charlotte D, Phinney's nieces, Linda
Youmans and Susan Parker:
(A) I spoke with Charlotte D. Phinney, but she was
unable to assist me due to lack of information or
Alzheimer's related memory impairment.
(B) I spoke with James Quade, Charlotte D.
Phinney's brother-in-law with whom she resided at the
time of the guardian~hip petition, but he was unaware of
the whereabouts of Mrs. Phinney'S two nieces.
(C)
he had no
Phinney's
I spoke with my brother, Kurt Liberatore, but
infoIlnatiOl1 regarding the whereabouts of Mrs.
two nieces.
(D) I reviewed Charlotte 0, Phinney's personal
records, but I was only able to locate an old address for
Susan Parker at which she no longer resided.
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The Global Deterioration Scale for Assessment of Primary Degenerative Dementia
Level C1lnJcaI CharncterlsllCJ
- -
1 No subjective complaints of memory deficit. No memory deficit r.vident on clinical
No cognitive decllne interview.
2 Subjective complaints of memory deficit. most frequently in following areas: (II
Very mild forgetting where one has placed lamillar objects; Ibl forgetting names one formerly
cognitive decline knew well. No objective evidence 01 memory dellcit on cllnical interview, No objective
lForgetfulness) dellcits in employment or social situations. Appropriate concern with respect to
symptomatology,
-
3 Earliest clear-cut deficits. Manifestations In more than one 01 the following areas: lal
Mild gatient may have gotten lost when travell" to an unfamillar locadon; Ibl co-workers
cognitive decline ecome aware of patient's relatively poor pe orlTlllllce: Icl word and name fmding deficit
IEarly Confusionall becomes evident to intimates; {dl patient may read a passage or a book and retain
relatively little material; lei patient may demonstrate decreased faclllty in remember-
ing names upon introduction to new people: If I patient may have lost or misglaced lID
object of value; (gl concentration deficit roay be evident on cllnlcal testing, bJective
evidence of memory dellcit obtained only with an intensive interview. Decreased
performance In demanding employment and social setlin,s. Demal begins to become
manifest in patient. Mild to moderate anxiety accompan es symptoms.
4 Clear-cut deficit on careful cllnlcalinterview. Deficit manifest in following areas; la)
Moderate decreased knowledge of current and recent events: {bl may exhibit some deficit In
cognitive decline memory of one's personal history: Icl concentration deficit elicited on serial subtractions;
(Late Confusional! Idl decreased ability to travel. handle finances, etc. Frequently no deficit in follOWing
areas: lal orientation to time and person; Ibl recognition of familiar persons and faces;
Icl ability to travel to familiar locations, [nabillty to perlorm complex tasks. Demal is
dominant defense mechan1sm. Flattening of affect and withdrawal from challenging
situations occur.
--
5 Patient can no longer survive without some assistance. Patient is unable during ulterview
Moderately severe to recall a major relevant aspect of their current lives, e.g.. an address or telephone
cognitive decline number of manYJ;enrs, the names of close family members Isuch as grandchildren I,
IEarly Demential the name of the gh school or college Irom which they graduated, Frequently some
disorientation to time (date, day of week, season. etc. I or to place. An educated person
may have difficulty counting back from 40 by 4s or Irom 20 by 2s. Persons atlhis sta~e
retain knowledge of many major facts regarding themselves and others, They invariab y
know their own names and generally know their spouses' and children's names. They
require no assistance with tolleting and eating, but may have some difflculty choosing
the proper clothing to wear.
6 May occasionally lorget the name of the spouse upon whom they are entirely dependent
Severe for survival. Will be larselr unaware of all recent events and e.~riences in their Uves.
cognitive decUne Retain some knowledge 0 their hast lives but this is very sketc y. Generally unaware
IMlddle Demential 01 their surroundings, the year, t e season, etc. May have difficulty counting from 10,
both backward and. sometimes. lorward. Will require some assistance with activities
of daily Uving. e.g" may become Incontinent. wlU require travel assistance but
occasionally will dispiay abilily to famlllar iocatlons. Diurnal rhythm frequentiy
disturbed. Almost always recall their own name. Frequently continue to be able 10
distinguish familiar from unfamiliar persons in their environment, Personality and
emotional changes occur. These are qUite variable and include: lal delusional behavior.
e.g" patients may accuse their spouse 01 being an lmhostor. maylalk to imaginary figures
in the environment, or to their own reflection in t e mirror. Ibl obsessive symptoms,
e,g,. person may continually repeat simple cleanint actiVities: lei anxiety -symptoms,
a~itation. and even &revlously nonexistent vlolenl ehavlor may occur: Idl cognitive
a uUa, i.e..loss of w power because an individual cannot carry a thought long enough
to determine a purposelul course of action.
7 All verbal abilities are lost. Frequently there Is no djeech at all-only grunting.lncon-
Very severe tinent 01 urine, requires assistance toiletlng and lee ing. Lose basic ~shchomotor skllli,
cognitive decline e.g" ablllty to wtlk. The brain appears to no 10nJer be able to tel t e body what \0
ILate Demenllal do, Generalized nnd cortical neurologic signs an symploms are frequently present.
Relsberg, B.. Ferris, S.H" Leon, .\1.J.l< Crook. T. The ~Iobal deterioration SOllie ior assessment of primary degenerative dementia,
.~m,rica"Joumal of Pavchialr'J. 1982. 139:1136-1139.
Functional Dementia Scale
Patient
-. -Q ;' 1) ,p~mf)\U'!
Observer (l) " rY c -011 CY\'Q, (rhO
I . (I :.L)
PosItion or relat' on to patient JlJ'C(fJ:. V\ILrur.'JA
Facility tL~~"lj f'i1Wtf Date If.llh/qli
I I
Ci rcle one rating for each item:
1 None or little of the time
2 Some of the time
3 Good part of the time
4 Mos t or a 11 of the time
12@)4 (01) lias difficulty in completing simple tasks on own, eg, dressing, bathing,
dDing arithmet'lc.
(02) Spends time either sitting or in apparently purposeless activity.
1 2 04
(1)2 3 4
3@
i:
1 2
@2
(03) Wanders at night or needs to be restrained to prevent wandering. '
(04) ileal'S things that are not there.
3 4 (05) Requires supervision or assistance in eating.
12 3@) (06) loses things.
@2 34 (07) ^ppearance is disorderly if left to own devices.
&2 3 4 (08) Moans.
@2 3 4 (09) Cannot control bowe.1 function.
Q) 2 3 4 (10) Threatens to harm others.
i€J2
3 4
123@)
(11) Cannot control bladder function.
(12) Needs to be watched so doesn't Injure self, eg, by careless smoking, leaving
the stove on, falling.
1~3 4 (13) Destructlve of materials around him, eg, breaks furniture, throws food trays,
tears up magazines.
&2
3 4 (14) Shouts or yells.
1 2 3@ (15) ^ccuses others of doing him bodily harm or stealing his possessions when
you are sure the accusations are not true.
1 2 3 @) (16) Is unaware of limitations imposed by Illness.
1 2 3@ (17) Becomes confused and does not know where he/she is.
1 2 3 @ (18) lias trouble remembering,
1 2 3'~1 (19) lias sudden changes of mood, eg, gets upset, angered, or cries easlly.
&2 3 4 (20) If left alone, wanders aimlessly during the day or needs to be restrained
to prevent Wandering.
Cod' "" ~"'i-
Date: l .r 9~ (
*
THE MINI-MENTAL STATE EXAMINATION
Possible Actual
Score Score
Year? 1 ()
Season? 1 0
Date? 1 -LL
Day? 1 D
ftlnth 1 .iL
State? 1 -L..
County? 1 (J
Town or city? 1 .JL
Place? 1 -1L.
Name? 1 -L
ORIENTATION
1. What I s the
2. Where are we?
REGISTRATION
3. Name three objects (table, chair, floor), taking one second
to say each. Then ask the patient all three after you
haye said them. Give one point for each correct answer.
Repeat the answers until the patient learns all three
(up to six trials).
~~ ~0 ~])
3 -L81~J~~ t
ATTENTION AND CALCULATION
4. Spell WORLD backwards. 0 L ROW
Give one point for each letter In the correct sequence. 5
RECALL
5. Ask for names of the thrEe Objects learned In Q. *3.
One point for each correct answer.
LANGUAGE
6. Point to a pencil and a watch. Have the patient name
them as you point.
7. Have the pt. repeat "No Ifs, ands, or buts."
8. Have the pt. follow a 3-stage cOllllland: llTake the paper
In your right hand. Fold the paper In half. [Put the
paper on the fl oor. "] (AI tern at I ve to putt I ng the paper
on the floor: put paper on the table, put paper on lap.)
9. Have the pt. read and obey the following: "CLOSE YOUR
EYES." (See reyerse side.)
10. Have the pt. WI'I te a sentence of h Is or her own cho I ce.
(The sentence should contain a subject and an object and
ShDUld make sense. Ignore spelling errors when scoring.)
(Reverse side.)
11. Copy design. (See reverse side.) Give one point If all
sides and angles are preserved and If the Intersecting
sides form a quadrangle.
.
Folsteln, H. F.. Folsteln, S. E.. & McHugh, P. R.
"MINI.MENTAL STATE," J. Psy. Res. 1975
3
2
1
3
1
30
Z. TOTAL
I
Senior
Management
Services
3314 Markel Slrccl . Suite 302. Camp Hili, PA 17011
(7171 737.7850
Evaluation Performed by Peggy L. MoFarland, LSW, PhD.
Senior Management Services
Interview date: April 15, 1994
Client: Charlotte B. Phinney
4 Longview Dr.
Mechaniosburg, PA
Birthdate: June 17, 1914
Baokaround Historv
Mrs. Phinney was interviewed at her brother-in-law's home
(Mr. James Quade) where she has been residing for the past two
years. Prior to that time she was residing in California but
agreed to move in with her sister and brother-in-law when
neighbors in California reported that she was very oonfused and
wasn't able to handle her finanoes or pay her bills. Mr. Quade
feels that she has gotten progressively more disoriented over the
past two years.
This past Ootober the olient's sister died suddenly. Mrs.
Phinney attended the funeral but showed no reaotion to her
sister's death. When asked about her sister's death, she doesn't
appear to remember anything about it,
Mr. Quade feels that he oan no longer care for Mrs. Phinney
and wants her to move. Mrs. Phinney refuses to move anywhere and
at times states that this is her home and wonders why Mr. Quade
is living there.
Orientation To Time. Place. or Person
Folstein's Mini-Mental Exam was attempted with Mrs. Phinney.
She was not able to state the year, date, or day of the week.
When asked ~bout her address she knew the state, but did not know
the town or her address. She did know her own name. Mrs. Phinney
knew the year she was born, but did not know the month or the
day. She refused to answer the rest of the questions on the exam.
Mr. Quade states that Mrs. Phinney sometimes thinks she is
still in California and searches for the keys to her apartment.
Mrs. Phinney often gets oonfused and cannot looate her bedroom or
the bathroom.
i PETITIONER'S
I EXHIIIT
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