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Estate a! Alice! F. Adler
also known as
No,
To:
Register of Wills for the
. Deceased, County of r.llmh..,.l nnd In Ihe
Social Sec'I,lIy No. 1 71 _? R _ n 1 7? Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petltloner(s), who Is/are 18 years of age or older anlhe exeeut orB
Inlhe lasl will of the above decedent, dated Dc tob(!r 14
and eodlell(s) daled
named
, 19~
.
,r
PETITION I-OR PROBATE nnd GRANT OF LETTERS
~I.(I'I-' If (j'.)
(Itale rclevant circumstances. c.g. renunciation. death or executor, cIC.)
Deeendenl was domiciled at death In Cumberland CounlY, Pennsylvania, with
.. lasl family or principal residence at 1 0 Wp" I' T .,,"'" r.l,." 1 p ,
WormleysbllrR. Ppnnsylvanin
(lbl Ilncl, number and munclpolhy)
Decendent.lhen 63 years of age, died December 9 ,19 c)I;
at Wnshingl'Dn, n r. '
Except as follows, decedenl did not marry, was not divorced and did not have a child born or adopted
after execullon of Ihe will 0 ered for II c:; was tlhe victim f a killing and \}'~s.neveUldJ~d:~aled
Incompetenl: B~e Jill" _ ~ '1' -/4I1~.r,f-rt<'.J" c:.._... .
Decendenl al dealh owned property with estimated values as follows:
(If domiciled In Pa.) All personal property $ 1 r 300.000
(If not domiciled In Pa,) Personal property In Pennsylvania $
(If not domiciled In Pa.) Personal property In County $
Value of real eslate In Pennsylvania $ 200,000
situated as follows: 10 WP"I' 1.""," r.l,."lp
lJn-.:mJ..ey.shl.'''~ P"......~~1.un.;li~ ' . /J i
77Je .,et1f//ll'lef"S .. I"t!!:- -1-4"'- ~V~S4,,.vl"',,,, ,eN 1/d1'~"" df.-l-4e:..d#!~e... .
,
WHEREFORE, petltloner(s) respectfully requesl(s) the probate of the lasl will and codlell(s)
presented herewith and the grant of lellers Tea tamen tarv
(lcslamcnuuYi administration c.I.a.: administration d.h.n.c.t...)
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~ 05 CH STE~ AVENUE
I'N.vIfYo>'/'1, /I.-V(/",v,/ '-:1('/)C";
The petltloner(s) above-named swear(s) or arnrm(s) Ihatlhe statemenls In the foregoing petlllon are
Irue and correct to the besl of the knowledge and belief of petltloner(s) and Ihal as personal represen-
lallve(s) of the above decedent petltloner(s) will well and truly administer Ihe estate according to law.
Sworn to or affirmed15r.d subscribed ~.~...~1:d '.1(, .'/()jJ.ftv ~
before me this H day of (/ / / ;:::: -F' / il
'-j,J , DECEMBER "_' IQ,95 n.,YY"'/h' /11/" /" ;//1 i?
tl1n"-l( .,.!ifc"~." 11,,'"ft- tI}J!lljljK,h _.-. .>~ i
'MARl' C. LEW I S ' Reglste~! if ( t,. ( .~ L c. A,J..A. (it-- ~
/5'- 7:5 - ,2
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } 88
COUNTY OF CUMBERLAND
"fj 'OJ_~..D.
1;)- 15-"1:;-'
..-~.
No. 21 - 94 - 1095
Estate of
ALICE F. ADLER
t Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
......M,
AND NOW OECEMBER 28, 19...2.L, In consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the Instrumenl(s) dated October 14. 1985
described therein be admitted to probate and OIed of record as the last will of
Alice F. Adler
and Letters Testamentsry
arc hereby granted to Janice F. Adler, Cynthia F. Adler and
ChRrles Adler, TTT
71i)fl~~'(O~WI'(l) INn {!nnGb-Iit~.
Realll<r of Will.
MARY C. LEWIS
FEES
Probate, Letters, Etc. ....,.... $ 690.00
Short Certlncates(5)... . . , ,.... $ 15.00
Rellunclatlon .,..".....,..., $
X-l'ages $ 1 !l. UU
. --720.00
TOTAL _ $
Flied ,...' ,qm.~~~~. .~~" ,1,~~?".,...,.
Jeffrey A. Ernico 07981
ATTORNBY (Sup. CI, 1.0. No,)
Buchanan Ingersoll Professional Corp.
30 N '\l.r! !':t'''PPt', Rt'h 1"1 Hhg I PA 17101
ADDRESS
(717 237 4800
PHONB
..
Mailed letters and order to attorney on 12-28-95.
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File Date
EN1R'EB
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GOVERNMENT OF THE DISTRICT OF COLUMBIA - DEPARTMENT OF HUMAN SERVICES
CERTIFICATE OF DEATH File Number 108. 9500117677
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Alice Adler
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PRIlBD'f THD AS AM OJI.IGlNAL CBRTII'IC1.'1'Jl COPY OR COpy 01' A Vl'l'loL
RECORD. .
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'December 13. 1995
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GOVERNMENT OF THE DISTRICT OF COLUMBIA - DEPARTMENT OF HUMAN SERVICES
CERTIFICATE OF DEATH Fllo Number 108,
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Alice Adler
JOCUlIICUA". NU"""
"Aall'" "11101,
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1995
8:30 A.H.
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-IDn,s-t lwnu ltn:b' {IT.e'sbtllt~1tt
OF
ALICE F. ADLER
I, ALICE F. ADLER, of 10 West Lawn Circle, wormleysburg.
Cumberland County, Pennsylvania, do make. pUblish and declare
this to be my Last Will and Testament. hereby revoking all Wills
and Codicils by me at any time made.
ITEM I:
I direct that all inheritance and
estate taxes becoming due by reason of my death, whether such
taxes may be payable by my estate or by any recipient of any
property, shall be paid by the Executor out of the property
passing under ITEM V of this Will. as an expense and cost of
administration of my estate. The Executor shall have no duty or
Obligation to obtain reimbursement for any such tax so paid. even
though on proceeds of insurance or other property not passing
under this will.
ITEM II:
I direct the Executor to pay the
expenses of my last illness and funeral expenses from the
property passing under this Will as an expense and cost of
administration of my estate.
ITEM III:
I give and bequeath the sum of ONE
HUNDRED THOUSAND ($100,000) DOLLARS to my parents. MYER and BETTY
FOSTER, or the survivor of them, if either or both of them sur-
vive me.
ITEM IV:
I give and bequeath to my children
living at my death. absolutely and in fee simple, all of my
household furniture and furnishings. books. pictures. jewelry.
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silverware, automobiles, wearing apparel and all other articles
of household or personal use or adornment and all pOlicies of
insurance thereon, to be divided among them as they shall agree.
Should there be no agreement, such property shall be divided
among them by the Executor in as nearly equal portions as is
deemed practical in the sole discretion of tho Executor, having
due regard to the pereonal preferences of such children.
ITEM V:
I give, devise and bequeath all the
rest, residue and remainder of my estate, not disposed of in the
preceding portions of this Will, to my children in equal shares.
If any of my said children is not living at the time of my death,
his or her share shall be paid to the then living issue of said
deceased child, per stirpes: provided, however, that if any then
living issue of said deceased child has not attained the age of
twenty-five (25) years at the time of my death, his or her share
shall be held in trust by my Executor until said issue attains
the age of twenty-five (25) years, at which time my Executor
shall distribute to such issue his or her share of my residuary
estate. During the term of said Trust, my Executor shall
quarterly pay to or for the benefit of said issue all of the net
income and so much of the principal of said Trust as, in the
discretion of my Executor, may be necessary to maintain said
issue in the proper station in life, including proper support,
maintenance, medical care and college or higher education.
I"'EM VI:
In the settlement of my estate, the
Executor shall possess, among others, the following powers:
(a) To retain any investments I may have at my
death, including specifically those consisting of
stock of any bank even if I have named such bank as
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the Executor herein, as long as the Executor may deem
it advisable to my estats so to do.
(b) To vary investments, when deemsd desirable
by the Executor, and to invest in such bonds, stocks,
notes, real estate mortgages or other securities or in
such other property, real or personal, as the Executor
shall deem wise, without being restricted to so-called
"legal investments", and without being limited by any
statute or rule of law regarding investments by fidu-
ciaries.
(c) In order to effect a division of the prin-
cipal of my sstate or for any other purpose, including
any final distribution, the Executor is authorized to
make said divisions or distributions of the personalty
and realty partly or wholly in kind. In the event a
division or distribution is made in kind, such divi-
sion or distribution shall be made at the fair market
value of the property at the date of division or dis-
tribution. Should it appear desirable to partition
any real estate, the Executor is authorized to make,
join in and consummate partitions of lands, volun-
tarily or involuntarily, including giving of mutual
deeds, recognizances or other obligations, with as
wide powers as an individual owner in fee simple.
(d) To sell either at pUblic or private sale and
upon such terms and conditions as the Executor may
deem advantageous to the estate, any or all real or
personal estate or interest therein owned by the
estate severally or in conjunction with other persons
or acquired after my death by the Executor, and to
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oonsummate said sale or sales by suffioient deeds or
other instruments to the purchaser or purohasers,
oonveying a fee simple title, free and clear of all
trust and without obligation or liability of the
purchaser or purohasers to see to the application of
the purohase money or to make inquiry into the valid-
ity of said sale or sales: also, to make, exeoute,
aoknowledge and deliver any and all deeds, assign-
ments, options or other writings which may be neoes-
sary or desirable in carrying out any of the powers
conferred upon the Executor in this paragraph or
elsewhere in my Will.
(e) To mortgage real estate. and to make leases
of real estate.
(f) To borrow money from any party, including
the Executor. to pay indebtedness of mine or of my
estate, expenses of administration or inheritance,
legacy, estate and other taxes, and to assign and
pledge assets of my estate therefor.
(g) To pay all costs, taxes, expenses and
charges in oonnection with the administration of my
estate.
(h) To vote any shares of stook which form a
part of the estate, and to otherwise exercise all the
powers incident to the ownership of such stock.
(i) In the discretion of the Executor, to unite
with other owners of similar property in carrying out
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any plans for the reorganization of any corporation or
company whose securities form a part of the estate.
(j) To do all other acts in the Executor's judg-
ment deemed necessary or desirable for the proper and
advantageous management, investment and distribution
of the estate.
(1) To disclaim any interest in property which
would devolve to me or my estate by whatever means,
including but not limited to the following means: as
beneficiary under a will, as an appointee under the
exercise of a power of appointment, as a person
entitled to take by intestacy, as a donee of an inter
vivos transfer, and as a donee under a third-party
beneficiary contract:
ITEM VII:
Any person who shall have died at the
same time as I shall have, or in a common disaster with me, or
under such circumstances that the order of our deaths cannot be
established by proof. or within thirty (30) days of my death,
shall be deemed to have predeceased me.
ITEM VIII:
I hereby nominate, constitute and
appoint my children living at the time of my death to be my
Executors, herein referred to as "Executor". The Executor is
specifically relieved from the duty or Obligation of filing any
bond or other security.
IN WITNESS WHEREOF, I have set my hand and seal to this,
my Last Will and Testament, consisting of this and the preceding
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five (5) pages, at the end of each page of which I have also set
my initials for greater security and better identification this
/ ~tl-. day of o~d~ ' 1985.
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ALICE F. AD ER
We, the undersigned, hereby certify that the foregoing
Will was signed, sealed. published and declared by the above-named
Testatrix as and for her Last Will and Testament. in the presence
of us. who. at her request and in her presence and in the presence
of each other. have hereunto set our hands and seals the day and
year first above written. and we certify that at the time of the
execution thereof. the said Testatrix was of sound and disposing
mind and memory.
/~t:YMEAL)
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SHEARER. METTE 8r WOODSIDE
AlTOftNIVe AT LAW
HARRISBURG. PIINNSYLVANIA 1710B
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21 - 94 - 1095
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
codicil
(eachYil~scrlblng witness 10 Ihe will presenled herewith, (each) being d
law, depose(i).and.say(s) Ihal
qualified according 10
present and saw
the testel . sign the sa . ~d that signed as a witness atlhe
request of testal in IL-- pres. ce!\lld (In the presence or each olher) (In the presence of the
other subscribing wltness(es)).
Sworn to or affirmed and subscribed before
me this day of
19_
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(Address)
Regls/er
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(Name)
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(A ddress)
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u: L. REGI~t~R OF WILLS OF CUMBERLAND COUNTY
OATH OF NON-SUBSCRIBING WITNESS
.::s ~Me,> ~, SM"\~""-
(each) a subscriber hereto, (each) being duly qualified according to law, deposc(s) and say(s) that
HE IS familiar with the signalure of ALICE F ADLER
XlXldl.lI k
testat.!UL. of $Xx>rXllJlol(Wk'dtllJlH<<XI/;ltYJJ!~g:X/O) Ihc will
that
HE
presented herewith and
<lb'ardlll
believes lhe signature on the will Is In the handwriting of
ALl CE F ADLER
to the best of HIS knowledge and belief.
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Sworn to or affirmed and subscribed before
me lhls 21 ST day of
. ~ECE~BER, "W! 95 (ll
l/tlO/t,j .~ "",,) 1(1,C~ ?717ir(JllJ'
OMARY C. LEWIS Regls/er U
(Name)
(Address)
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21 - 94 - 1095
-
REGISTER OF WILLS OF COUNT\'
OATH OF SUBSCRIBING WITNESS
'.... codicil
(each) a subscribing witness 10 Ihe will presented herewith, (each) being duly quallned according to
law, depose(s) and say(s) that prC$ent and saw
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the tC$tat , sign the same and that signed as a witness at the
reqUest of tC$tpt In ~ presence and (In the presence of each other) (In the presence of the
other subscribing wltness(es)).
Sworn to or arnrmed and subscribed before
me this day of
19_
(Name)
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(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF CUMBERLAND COUNTY
OATH OF NON.SUBSCRIBING WITNESS
'.
JEFFREY A ERNICO
(each) a subscriber hereto, (each) being duly quallned according to law, depose(s) and say(s) that
he is familiar with the signature of Alice F. Adler ,
~
will
tC$ta' or
of (one of the subscribing witnesses to) the
that
he
presented herewith and
4tl41tH
believes the signature on the will Is In the handwriting of
Alice F. Adler
to the best of his knowledge and belief.
Sworn to or arnrmed and subscribed before
me this 15TH day of effrey A. E~Mf}
~ECEMBER _ 19 95 30 N. 3rd Street. 8th Floor.
lit. if ( )/1, /1.".0 If I f. f711n;;;I.Jt, Harrisburg, (A>JdrelsPOl
U MARY C. LEWIS Register (f
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In re ALICE F. ADLER,
an alleged incapacitated
person
IN THE COURT OF COHMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
.
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NO. 21 - 94 - 1095
RULE TO SHOW CAUSE
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AND NOW, this ~
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day of K&f, 1995, a Rule is hereby
issued upon the guardians of the estate and upon the guardians of
the person of Alice F. Adler, to Show Cause why the Petition for
Appointment of Counsel and for Independent Evaluation should not
be g
absence of cause show ,
s
ce F.
to all
\~ C~'\
to investigate
matters pertain
the instant
this matter fully,
a complete report to the
( 14 ) days from the
medical status,
residence)
necessary, and to make
ereo , concerning the present
and mos
reasonable
by
fees
expenses
Esq. shall
paid from the guardianship
estate.
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The guardia
esta
shall also pay peti?tonerst
and expenses. \'i- r -0
?-O
RULE RETURNABLE' DAYS FROM SERVICE.
reasonable counsel fees,
J.
Distributions:
James D. cameron, Esq.
Post Office Box 15006
Harrisburg, PA 17105-0006
Jeffrey A. Ernico, Esq.
BUCHANNON INGERSOLL
Post Office Box 12023
Harrisburg, PA 17101-2023
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In re ALICE F. ADLER,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21 - 94 - 1095
PETITION FOR APPOINTMBHT OF COUNSEL
AND FOR INDEPENDENT EVALUATION
AND NOW come petitioners, Myer Foster, Rebecca W. Foster,
and D. George Parr, by and through their attorney, James D.
Cameron, and respectfully represent the following:
1. Petitioners Myer Foster and Rebecca W. Foster, being the
parents of Alice F. Adler, reside at 1118 Enterline Road,
Harrisburg, Pennsylvania.
2. Petitioner D. George Parr, being the long-time companion
of Alice F. Adler, has resided with Alice F. Adler at 10 Westlawn
circle, Wormleysburg, Pennsylvania, since 1984.
3. Petitioners are persons "interested in the alleged
incapacitated person's welfare." Id., ~5511(a).
4. On December 2, 1994, Alice F. Adler suffered a medical
emergency, including a period of oxygen deprivation.
5. On December 28, 1994, cynthia F. Adler, n/k/a cynthia
Adler McKee, and Charles Adler, III, filed a Petition for
Adjudication of Incapacity with this Court.
6. On February 2, 1995, the Court adjudicated Alice F.
Adler as incapacitated, and appointed Cynthia F. Adler, n/k/a
cynthia Adler McKee, and Charles Adler, III, as guardians of the
person.
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7. On December 2, 1994, Alice F. Adler was taken to tho
Holy Spirit Hospital, camp Hill, Pennsylvania, where she remained
until January 9, 1995.
8. On January 9, 1995, Alice F. Adler was moved to National
Rehabilitation Hospital, located in Washington, D.C.
9. On March 3, 1995, Alice F. Adler was moved to the
Washington Nursing Home, also located in Washington, D.C., where
she remains at this time.
10. The physical and mental health of Alice F. Adler has
improved significantly since this Court received the testimony of
Andrew Mccarthy, M.D., at the guardianship hearing on February 2,
1995.
11. No attorney represented the alleged incapacitated person
in the guardianship proceeding, as is suggested by 20 Pa.C.S.
65511(a) .
12. No independent evaluation was performed as is permitted
by id. 655l1(d).
13. Petitioners were not served with original process.
14. Cynthia F. Adler, n/k/a Cynthia Adler McKee, and Charles
Adler, III, guardians of the person of Alice F. Adler, receive
significant financial assistance from Alice F. Adler.
15. Alice F. Adler has expressed a desire to return to the
home she owns, located at 10 Westlawn Circle, Wormleysburg,
Pennsylvania.
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16. Petitioners believe, and therefore aver, that Alice F.
Adler's medical condition and her medical and Psychological
health would benefit if she were to return to her residence.
17. The guardians of the person have refused to allow her
return, and have prohibited Petitioners from obtaining access to
her medical records.
WHEREFORE, Petitioners respectfully request this Honorable
Court to appoint an attorney of the Court's choosing as attorney
for Alice F. Adler with respect to these proceedings, and to
direct such attorney to:
(a) interview the following lay witnesses:
i. Janice F. Adler, daughter and co-guardian
of the estate;
ii. Cynthia F. Adler, n/k/a Cynthia Adler MCKee,
daughter and co-guardian of the person;
iii. Charles Adler, III, son and co-guardian
of the person;
iv. Myer Foster, father and Petitioner;
v. Rebecca W. Foster, mother and Petitioner;
vi. D. George Parr, long-time companion and Petitioner;
vii. Dr. Glenda Nogami, friend of Alice F. Adler;
viii. Irving Deitch, friend of Alice F. Adler; and
ix. Beth Deitch, friend of Alice F. Adler.
(b) interview the following medical and related personnel:
i. James F. Rich, M.D. (Conner, Rich, Kearney &
Torchia Associates);
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ii. Miohael F. Lupinaoci, M.D. (Physicians of
Rehabilitation Medicine, P.C.)I
iii. Andrew Mccarthy, M.D. (National Rehabilitation
Hospital, Washington, D.C.);
iv. the treating physician and the cardiac specialist
currently treating Alice F. Adler at the Washington
Nursing Horne, Washington, D.C.
v. Carol Cohen, MSW, LCSW, Director of social
Services, The Jewish Horne of Greater Harrisburg
(c) retain a medical expert to provide an independent
evaluation as necessary I and
(d) make a complete report to the Court and the parties.
Petitioners further request this Court to order payment of
Petitioners' reasonable attorney's fees from the guardianship
estate.
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Respectfully submitted,
~ D. Cameron
32 North Front Street
H isburg, PA 17102
(717) 236-3755
Attorney 1.0. No. 58998
Attorney for Petitioners
(
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VERIFICATION
The undersigned hereby certifies that the foregoing
statements whioh are within my personal knowledge are true and
those which are based on information received from others is
believed to be true. It is understood that false statements
herein are made subject to the penalties of 18 Pa. C.S.A. I 4904,
relating to unsworn falsification of authorities.
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VERIFICATION
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The undersigned hereby certifies that the foregoing
statements which are within my personal knowledge are true and
those which ere based on information received from others is
believed to be true. It is understood that false statements
herein are made subject to the penalties of 18 Pa. C.S.A. ~ 4904.
relating to unsworn falsification of authorities.
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1P'k" A to h.t~
REBECCA W. FOSTER
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VERIFICATION
The undersigned hereby certifies that the foregoing
statements which are within my personal knowledge are true and
those which are based on information received from others is
believed to be true. It is understood that false statements
herein are made sUbject to the penalties of 18 Pa. C.B.A. 6 4904,
relating to unsworn falsification of authorities. ~
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CERTIFICATE OF SERVICE
James D. Cameron, Attorney for Petitioners, hereby certifies
that he served a copy of the foregoing Petition for Appointment
of Counsel and for Independent Evaluation by mailing a copy of
same by ordinary mail on the 24th day of May, 1995, addressed as
follows:
Jeffrey A. Ernico, Esq.
BUCHANNON INGERSOLL
Post Office Box 12023
Harrisburg, PA 17101-2023
J D. Cameron
1 27. North Front Street
Ha isburg, PA 17102
(717) 236-3755
Attorney I.D. No. 58998
Attorney for Petitioners
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IN REI ALICE F. ADLER
an alleged incapacitated
per.son
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.
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-94-1095
RULE
WE COMMAND, you that layj,ng aside all business and excuses
whatsoever, yoU be and appear in Your proper person before
the Honorable JUdges of the Common Pleas Court, Orphans'
Court Division at a session of the said Court there to be:
held, for the County of Cumberland to show cause Why the
Petition for Appointment of Counsel and for Independent
Evaluation shoUld not be gr.anted.
RUle Returnable 20 days from service.
Witness my hand and official seal of office at CarliSle,
PennsYlvnaia, this 5th day of June,199S.
\tn~c,:t1~ ~PA~.
Mar~ . Lewis ,
Clerk of Orphans' Court
Cumberland County
Carli, sle, Pa.
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In re ALICE F. ADLER,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21 - 94 - 1095
PRAECIPE TO DISCONTINUE
TO THE CLERK:
Please discontinue the petition for Appointment of Counsel
and for Independent Evaluation filed in the above-captioned
matter, but only to the extent that it is the petition of Myer
Foster and Rebecca W. Foster.
m s D. Cameron
3 7 North Front street
risburg, PA 17102
(717) 236-3755
Attorney I.D. No. 58998
Attorney for Petitioners
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CRRTXPXCATE OF SRRVXCE
James D. Cameron, Attorney for Petitioners, hereby certifies
that he served a copy of the foregoing Praecipe upon the
guardians of the estate and person of Alice F. Adler, by mailing
a copy of same by ordinary mail on the 18th day of July, 1995,
addressed as follows:
Kristen L. Darke, Esq.
BUCHANNON INGERSOLL
Post Office Box 12023
Harrisburg, PA 17101-2023
J e
327, North Front Street
H isburq, PA 17102
(717) 236-3755
Attorney X.D. No. 58998
Attorney for petitioner
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JAMES DURYEA CAMERON
ATTORNEY'AT.LAW
1321 NOkTIt FkONT 5TkttT
HAkk'''UkC. rENN>YLVANIA 11102
J~L 1 9 1995
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pon OUlcr Box 16008
H^,lI\IUUI\C. r^ 11106.0006
LICENSED IN 10TH PENNSYLVANIA
AND MAkYLAND
TELEPIlONE. (1111 236,31"
fACSIMILe. (1111 232.2347
July 18, 1995
Office of the Court Administrator
Cumberland County Courthouse
1 Courthouse Square
carlisle, PA 17013
Re: In re Alice F. Adler, an alleged incapacitated person
To Whom It May Concern:
You will find enclosed an original and two copies of
petitioner O. George Parr's preliminary Objection to Respondents'
Answer and New Matter.
Also enclosed is the original and three copies of the Brief
in support thereof.
Kindly file the original documents and return the remaining
time-stamped copies in the envelope provided.
If you have any questions, please contaot us.
SinOer~lYb, a~
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Enolosure
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1327 NOkTll FkO..T 3TkUT
HAkkIUUkO. P.....SYLVA..IA 17102
POIT O"'CO Box IB006
IlAkkIUUkO. P^ 1710B.000&
LICE"seP III 10TH PE..II$YLVANIA
^NP M^ILYLAIIP
TELEPHONE, (711) 23&,3788
MC$IMILE. (717) 232,2347
July 18, 1995
Clerk of the Orphans' Court
Cumberland'County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: In re Alice F. Adler, an alleged incapacitated person
To Whom It May Concern:
You will find enclosed an original and one copy of a
Praecipe to List for Argument and an original and one copy of a
Praecipe to Discontinue.
Kindly file the original documents and return the time-
stamped copy in the envelope provided.
If you have any questions, please contact us.
Sincerely, ~
(t..~.ro~
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1.
Stale mailer lobe argued (I. e., plalntlfr'molion for new lrilli,
defenchnl" demurrer to complaint, ole,):
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Identify oounsel who will argu. ol.!e:
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(a)' for plaintiff:
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(b) for deCtndanl:
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I will notify all parties In writing wllhln tWO day' thai Ihi, ca,. h., been
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PRO P B S S ION ALe 0 R P 0 RAT I ON
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Kristen L. Dark.
71HJ7-41l2
30 lIonh ThIrd SIR'I
I!Ilhlh Floo,
n,rrtlbu,.. I'A 17101,2023
1\1.phoo" 717.237-4100
I'll: 717,2Jl,OI12
August 30, 1995
Court Administrator
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
Rei In Re Alice P. Adler
Docket No. 21-94-1095
Dear Sir or Madam:
Please be advised that the above case was listed for.oral,!
~;gQ~ent~by counsel for Petitioner, James D. Cameron, Esquire.
During a recent conversation with Mr. Cameron on August 29, 1995,
in which I inquired about a date for oral argument, Mr. Cameron
advised me that the argument occurred on August 16,":1995'. My
time records reveal that' I attempted to call Mr. Cameron on
August 16, 1995 and that my telephone call was not returned. I
finally spoke to Mr. Cameron on August 21, 1995, and he again did
not mention the argument. It was my understanding under Local
Rule 210-4 that the Prothonotary furnishes notification of t~e
date.and,time to ,all attorneys who have cases listed for
\argument~ Alternatively, I was advised by Pauline in the
Orphans' Court that Mr. Cameron had the obligation to notify me
of.. the argument date since he listed the matter for argument.
I did not receive notification from either Mr. Cameron or
the Prothonotary advising me of the time and date for oral
argument. While I feel comfortable relying on the Brief
submitted. I wanted to notify the Court of the underlying
oircumstancesso as not to appear disrespectful. If the Court
feels it is necessary to have reargument or has any questions, I
would be happy to make myself available.
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Court Administrator
August 30, 1995
Page 2
please forward this letter to the Judge who heard argument
on this matter. Thank you in advance for your attention to this
matter.
Very truly yours,
~~.D~
Kristen L. Darke
KLD/kc
cc: Honorable Judge Harold E. Sheely
James D. Cameron, Esquire
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Buchanan In~rsoll
I'RO'IHSSIONAI. CORII()kATION
Attorneys
JelTrey A. Emlco
717.2l7-48ll
Vartan rife
lO N.Mh Third Slree.
Ellhlh Floor
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Thlophone, 7170237-4800
Fu' 717.23l.Q8l2
December 19, 1995
The Honorable Harold Sheeley,
President Judge
Court of Common Pleas
Cumberland County Courthouse
High and Hanover Streets
Carlisle, PA 17013
REI Alice F. Adler
Dear Judge Sheeley:
I have called your office and informed your secretary that
Alice F. Adler passed away on December 9, 1995, and write this
letter as formal notification to the Court of Alice's death. It is
my understanding that you have the file for Alice's guardianship
matter, and we felt it was important for the Court to be aware of
Alice's death.
Alice did die, testate, and her three children were named her
executors by her Last Will and Testament.
I am, by a copy of this correspondence, providing Mr. Cameron
with notification of Alice's death; however, we know that his
client was at the funeral and would most likely notify him as well.
Thank you for your kind
JAE:cb
cc: James Cameron
111lllburl'h a Ilam,burR D l'hlladf'lphla D \l1.ml a TamJNI a 1A'llnall," D Ilrtnt'f'llln D "umaln
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IN REI ALICE F. ADLER
AN ALLEGED INCAPACITATED
PERSON
I IN THE COURT OF COMMON PLEAS OF
I CUMBERLAND COUNTY, PENNSYLVANIA
I
I ORPHANS' COURT DIVISION
I
I NO. 21-94-1095
IN REI PETITION FOR APPOINTMENT OF COUNSEL
AND FOR INDEPENDEN~ EVALUATION
BEFORE SHEELY. P.J.. AND OLER. J.
ORDER OF COURT
AND NOW, this 20th day of DECEMBER, 1995, in this matter,
after petition and a hearing, this court appointed guardians of
the person and the estate of Alice F. Adler on February 2, 1995.
On June 2, 1995, Myer and Rebecca Foeter, parents of Alice F.
Adler, and D. George Parr, the "long-time companion" of Alice F.
Adler, filed the instant petition for appointment of counsel and
for independent evaluation. In their petition, the Fosters and
Parr sought appointment of counsel of the Court's choosing to
represent Alice F. Adler.
It has come to the Court's attention that Alice F. Adler
passed away on December 9, 1995. Therefore we will take no
action on the petition.
By the Court,
IE.
E. Sheely, .J.
James D. Cameron, Esquire
For the Petitioner
Kristen L. Darke, Esquire
For the Respondent
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IN REI
ALICE F. ADLER,
AN ALLEGED INCAPACITATED
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Orphans' Court Division
No.
PETITION POR APPOINTMENT OP GUARDIANS
The Petitioner, Cynthia F. Adler (the "Petitioner"),
respectfully represents that:
1. This petition for Guardianship pertains to Alice F.
Adler, of 10 West Lawn Circle, Wormleysburg, Pennsylvania 17043,
who is presently 62 years of age.
2. Ms. Adler is a widow. Ms. Adler's current immediate
family are her three children, whose names and addresses are as
follows:
Janice F. Adler
1314 Marquette Avenue
Minneapolis, Minnesota 55403
Cynthia F. Adler
205 Chester Avenue
Annapolis, Maryland 21403
Charles Adler III
3417 Dent Place N.W.
Washington, D.C. 20007
3. Alice Adler is currently receiving medical treatment at
Holy Spirit Hospital in Camp Hill, Pennsylvania and her Primary
Physician is James Rich, M.D.
4. Ms. Adler suffered a cardiac arrest on December 2,
1994, and has been hospitalized at Holy Spirit Hospital since
-
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that date. For over a week following the heart problem, Ms.
Adler was in a comatose state. She has just recently been
removed from a respirator. she is now able to open her eyes and
follow peoples' movements in the room, but cannot comprehend what
is happening around her. Due to her present physical and mental
condition, she is unable to make decisions regarding her health
care and her business interests.
5. Petitioner, Cynthia F. Adler, is a daughter of Alice
Adler. As such, she is a person interested in the welfare of Ms.
Adler.
6. petitioner has no interest adverse to Ms. Adler and
will only proceed to act in her best interest. Pstitioner is 35
years of age and is named by Alice Adler as one of three co-
executors in Ms. Adler's current Will, and Petitioner is
designated to receive one-third of Alice's residuary estate in
Alice's said will. Petitioner has no current business dealings
with Alice F. Adler.
7. petitioner seeks guardianship of Ms. Adler's person
jointly with her brother, Charles Adler III, and she also seeks
the appointment of her sister, Janice F. Adler, and Alice's
accountant, James A. Smeltzer, as co-guardians of the estate of
Alice F. Adler, Consents of all proposed Guardians are attached
as Exhibit "B".
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8.
Financial statements of the assets and liabilities of
Alice F. Adler and of the Charles Adler II Trust under will for
which Alice serves as Trustee are attached hereto as Exhibit
"All.
9. The beneficiary rights under the current will of Alice
F. Adler for the proposed Guardians and an explanation of any
business dealings they may have with Alice are as follows:
a. Janice F. Adler - She is 38 years of age, and she is
named in Alice's Will as one of three co-executors together
with her sister, Cynthia, and Bruce Cooper, Esq. (now
deceased). She is also designated in Alice's will as one of
three residuary beneficiaries in a trust under Alice's said
Will. She is not engaged in any business dealings with Alice
F. Adler.
b. Cynthia F. Adler - See paragraph 6 above.
c. Charles Adler III - He is 32 years of age, and he is
designated in Alice's will as one of three residuary
beneficiaries in a trust under Alice's said Will. He also
serves as co-trustee with Alice F, Adler of the Trust under
Will of Charles Adler II, deceased. He is not engaged in any
business dealings with Alice F, Adler.
d. James A. Smeltzer - He is not a beneficiary under
the current Will of Alice F. Adler. He serves as Alice's
Certified Public Accountant where he is employed with the
firm of Seligman and Friedman & Co. at 209 Senate Avenue,
Camp Hill, PA. He is not engaged in any other business
dealings with Alice F. Adler.
10. Due to Ms. Adler's current mental and physical
capacity, there are no less restrictive alternatives other than
seeking plenary guardianship over both her person and estate.
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11. The persons designated in this Petition are qualified
to preside as a guardians over the above matters by virtue of
their familiarity with both Alice's medical condition and her
business interests.
WHEREFORE, the petitioner requests that this Court grant her
request to appoint Cynthia F. Adler and Charles Adler III as
Guardians of the Person of Alice F. Adler and Janice F. Adler and
James A. Smeltzer as Guardians of the Property of Alice F. Adler.
PETITIONER
/27/ p,_M 'L/t.J
-~Th~F!2W
Counsel for Petitioner.
Jeffrey A. Ernico, Esq.
Buchanan Ingersoll, P.C.
30 N. Third Street
Harrisburg, PA 17101
(717) 237-4800
Atty 1.0. 07981
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VERIFICATION
I verify that those statements made in the petition for
Appointment of Guardians of which I have direct knowledge, are
true and correct to the best of my present knowledge, information
and belief. I understand that false statements herein are made
subject to the penalties of 18 Pa.C.S. 94904, relating to unsworn
falsification to authorities.
Dated:c-f:l.~_r2f J??1
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Alice F. Adler
10 W. Lawn Circle
Wormleysburg, Pennsylvania
We have complied the accompanying Statement of Flnanclel Position of Alice F. Adler as of
March 31, 1994, In accordance with Statements on standards for Accounting and Review
Services Issued by the American Institute of Certified Public Accountants.
A compilation Is limited to presenting In the form of financial statements Information that is
the representation of the Individuals whose financlal statements are presented. We have not
audited or reviewed the accompanying statement of financial condition and, accordingly, do not
express an opinion or any other form of assurance on It. However, we did become aware of a
departure from generally acceptod accounting prlnclples that Is described In the following
paragraph.
Genora/ly accepted accounting principles require that personal financial statements include
a proVision for,estlmatod income taxes on the differences between the estimated current values
of assets and the estimated current amounts of liabilities and their tax bases. The accompanying
Statement of Financlal Position does not Include such a provision, and the effect of this departure
from generally accepted accounting principles has not been determined.
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May 19, 1994
Page 1
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AWCE F. ADLER
STATEMENT OF FINANCIAL POSmON
MARCH 31, 1994
ASSETS
Cash
$ 35,000
Investments:
Municipal Bonds
DeferTlld Annuity - E.F. Hutton
Shearson Fireman Fund (AMEX)
Marketable Securities
IRA . Gibraltar
Real Estate and Umlted Partnerships:
Shenandoah Umlled Partnershlp at Cost
Aircraft Income Partnership at Cost
Insured Income Properties. 1985
VHS Real Estate Umited Partnership at Cost
Mendlk Real Estate Umlted Partnership at Cost
Exclusive Insured Income Fund
Balcor Realty Investment 84 Series II Partnership at Cost
ZAL Realty Partnership
Albefore Realty Partnership
Adler Joint Venture
F Ress, Inc.
Governor's Gate Real Estate Partnership at Cost
50,000
25,000
15,000
352,741
20,000
25,000
15,000
5,000
12,000
30,000
25,000
10,000
463,664
236,048
197,446
284,947
25,000
1984 Jaguar
Personal Residence
Total Assets
10,500
375.000
$2.212.346
UABILmES AND NET WORTH
Accounts Payable
Home Equity Mortgage - Dauphin Deposit Trust
Monthly Principal and Interest, Payments of $1,100 . Authorized 100,000
Net Worth
$ 15,000
65,000
Total Uabllltles and Net Worth
2,132,346
$2.212.346
See accountant's report and accompanying notes.
Page 2
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ALICE F, ADLER
NOTES TO FINANCIAL STATEMENTS
MARCH 31 , 1994
1. Estlmatad Value Basis:
Esllmatod value Is based upon Ms, Adler's porsonal evaluation 01 Ule assets' fair market
value, unless noted otherwise,
2. IDQ2Is:
Ms. Adler's ostlmated valua basis 01 her stocks and mulual 'funds are based upon the
stock's bid price as of March 31, 1994,
3. Real Estate Partnershlo/Coroorallon:
The esllmated value basis of Ms. Adler's realty partnerships Is based upon the valuation
of the rental property using a ten percanl capitallzallon rale of net annual rontal as an
ostlmate of fair market valua of the property less axlstlng Iiabllilles at Docember 31, 1993.
ZAL Realtv:
Year Ended Dacember 31 , 1993:
Cash Flow From Rental Operations Before
Debt Service and Depreclallon
Capitalization Rate
Total
Less: Debt as of December 31, 1993
Value of Real Estata
Add: Net Value of Current Assets
$ 49,802
10%
498,020
10,016
488,004
63
Value of Partnership
owners~pPercentage95%
$0188,067
$463,664
A1before Realtv:
In addition to lhe capitalization of earnings, the estimated value of this partnership
Is also based on the net reallzablo value from the partnership property should It be sold.
This value is based on offers received by Ms. Adler, The office building statad below Is
vacang and currently on the markat to be sold.
Projected Cash Flows if tha following property Is sold:
Office Building
Loss: 8 Percent Cost of Sales (Estimated)
Net Realizable Value
$ 600,009
48,000
652,000
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Add:
Cash Flow From Rental operatlons for Other partnership
Property BeforeDebt Service and Depreciation
Capitalization Rate
Total Capitalized Value
Total
Less: Debt as of December 31, 1993
Value of Real Estate
Add: Net Value of Current Assets
Value of Partnership
Ownership Percentage 55%
90,779
10%
907.790
1,459,790
1 ,063,891
395,899
33,280
$ 429,179
$236.048
Page 3
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ALICE F, ADLER
NOTES TO FINANOIAL STATEMENTS (CONTINUEDl
MARCH 31, 1994
3. Real Estate/CorDOrllllon (Oontlnuedl:
Adlor Joint Vemure:
Year Ended Decembor 31, 1993:
Cash Flow from Rental Operatlons Belore
Debt SOrvlco and Depreciation. Estimated 1994
Capitalization Rate
Total
Less: Debt 8S of Oocamber 31, 1993
Valua of Real Estate
Add: Net Value of Curront Assets
Value of partnership
Ownership Percentage 65%
S 31,126
10%
311,260
o
311,260
47.733
$356.993
$197.448
,
F Ress, Inc,:
Year Ended December 31,1992
Cash Flow From Rental Operallons Befora
Debt SOrviee and Deprectatlon
Capitalization Rate
Total
Less: Debt as of December 31, 1992
Value of Real Estate
Other Net Uabllitie9
Value of S.Qorporation
/ Ownership Percentage 30%
4. to1arke1able Securilles:
600 Shares Amgen, Inc
SOO Shares R.G. Barry Oorporatlon
2,640 Shares PNC Corporatlon
800 ShBlesTexaco
14 Shares Texaco Preferred Series C
400 ShBles Coca-Cola Company
SOO Shares General Motors Corporallon
200 Shares Genzyme Corporation
200 Shares Integraled Device Technology
200 Shares Intel Corp
300 Shares Oracle Systems Oorporation
600 Shares Disney
400 Scltex
612 ShBles Dauphin Deposit Trust
488 Shares Keystone financial
SOO Shares Walmart
Legg Mason Investment Account
Total Value
$ 126,656
10%
1,268,560
316,796
951,762
(1,9391
$ 949.623
$264,947
~
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$ 22,950
6,SOO
70,290
50,400
704
16,700
2B,43B
5,475
6,Q75
13.950
9,975
25,200
10,200
12,160
13,766
12.938
45,000
$352,741
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Alice Adler. Executor
Trust U/W Challes Adler, II, Deceased
We have complied the ac:companylng Statement of Principal Balance on Hand of the Trust
U/W of Charles Adler, II, as of March 31. 1994, In accordance with Statements on Standards for
Accounting and Review Services Issued by the American Institute of Certified Public Accountants.
A compilation Is limited to presenting In the form of financial statements Information that Is the
representation of the executor of the Trust U/W of Charles Adler, II. We have not audited or
revlawed the accompanying financial statements and, accordingly, do not express an opinion or
any other form of assurance on them.
May 19, 1994
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ESTATE OF CHARLES ADLER. II
ALICE ADLER. TRUSTEE
PRINCIPAL BALANCE ON HAND
MARCH 31,1994
Prlne/Dal:
Cash
$94,588 Eastridge Association 9% Acquisition
Note Datad 8/26183 Due 8/26/98 with a &oYear extension
SecurltJes:
8,580 Shares PNC Corporation
232 Shares COrestates Financial Corp., Pfd,
608 Shares PNC Financial COrporation
500 Shares PEPSICO
Real Estate Investments:
30.0% Interest Garstan Associates Partnership
9 Shares 4301 Corporation
55.0% Interest Adler Partnership
37.5% Interest Adler, Scelera & Adler Partnership. Land
12.5% Interest Paxtang Associates . Note Receivable
100.0% Shares Camp HIli Development Company, Inc.
Tota/ Principal
"~':""':.":"'^.:"'.""",,,
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FiduclBIY
Current Acqulslllon
Value Value
$ 4,984 $ 1,500
94,588 94,588
228,443 192,685
6,032 1,617
16,188 2,160
18,313 6,800
484,630 79,290
202,847 46,786
119,170 1
46,875 29,243
6,250 5,613
579,000 30.521
$1.807,320 ~90.804
Page 2
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ESTATE OF CHARLES ADLER. II
ALICE ADLER. TRUSTEE
NOTES TO FINANCIAL STATEMENTS
MARCH 31.1994
1. Basis of AccountlnCl:
The accompanying financial statements Include the assets and liabllllJes of the Trust U/W
Charles Adler. II. Assets are stated at their estimated current ValUBS and fiduchllY acqulsllJon
values and liabilities at their esUmated current amounts.
2. Securities:
Securities holdings current values were detllrmlnlld using the per share value at the close
of business March 31, 1994. Per share values were multiplied by the number of shares held
at that date,
3. Real Estate Investments:
The estimated current values of tho following partnership and corporate Inves1ments were
datarmlned using a capltallzatlon rato of 10 porcent of earnings before debt service per the
latest available financial data:
Garstan Assoclates:
Year Ended December 31 , 1993:
Net Income Before Dabt Service
Capitalization Rate
Add: Current Assets
$ 220,856
10,0%
2,208,560
7,555
2.216,115
600.683
1,615,432
30,0')(,
$ 484,630
Less: Debt
Value of Property
Ownership Percentago
Total
4301 Corooratlon: .
Year Endod Juno 30,1993: I
Not Income Before Debt Service and
Related party Management Fees
Capitalization Rate
$ 50,967
10.0%
509,670
21,152
630,822
167,817
363,005
55,88%
$202.647
Add: Curront Assets
Less: Debt
Value of Property
Ownership Percentage
Total
Page 3
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ESTATE OF CHARLES ADLER. 11
ALICE ADLER. TRUSTEE
NOTES TO FINANCIAL STATEMENTS (CONTINUED)
MARCH 31.1994
3. Real Estate Investments (Continued):
Adler PartnllrshlD:
Year Ended December 31. 1993:
Net Incomll Before Debt Service
Capitalization Rate
Add: Current Assets
Less: Debt
ValUll of Property
OwnershIp Percentagll
Total
$18,654
, 10,0%
186,540
, 30.132
216,672
o
216,672
55,0%
$119.170
,
CamD Hill OelIeloDment ComDanv.lnc.:
Land - Dauphin - Estimated Value
OwnershIp Percentagll .
Total
$579,000
100,0%
$579.000
4. Estimated Income Taxos
The Trust U/W Charles ~or, II, files a Flduclaly Tax Return with alllncomll taxoo to thll
IndMdual benoficlarles. Thorllfora, no provision lot lIstlmated Income taxes on the excess of
current values of assets over their tax baSes has been calculated.
Page 4
B,uchanan Ingersoll
II " (I I: II S !oj I CI N A l. (' CI H .' U " ^ 1 I II N
^UnrneYI
Jeffrey A. Itrnle.
1170231-4151
Van.n 1'In::
30 No,," Thlol 51,,"
m.hth Ifloor
lIar,lIbo... rA 11101.3013
Teler".." 7I1.1I7,4100
l'u,111.333,Om
December 23, 1994
Janice Adler
Cynthia Adler
Charles Adler, III
10 W. Lawn Circle
Wormleysburg, PA 178043
Dear Jan, Cynthia & Charlie:
I have enclosed three sets of financial statements Jim
Smeltzer gave me today.
JAE/mb
Ernico
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IN REI
ALICE F. ADLER
AN ALLEGED INCAPACITATED
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NO. :
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CONSENT OP PROPOSED GUARDrAN OP ALrCE P. ADLBR
CYNTHrA P. ADLER, of 205 Chester Avenue, Annapolis, Maryland
21403, the daughter of the alleged incapacitated person, ALrCE P.
ADLER, hereby agrees to act as Guardian of the person of the
alleged incapacitated person, together with Charles Adler, III, if
appointed by the Court.
The proposed Guardian has no interest
adverse to that of the alleged incapacitated person.
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" J\JI ALLEGED' mcAPACITATBD
FBRSON
COlJRT OJ!' COMMON PLBI\S
CIlNBBRLl\.1'm COONT1C'
ORPllANS' COURT DIVISION
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rOHBRN'l' Oil' Pl\OPOSED ow.RD:u.H Oil' ALXClIl P. ADL!:R
.D.N1:CJC' P.'" ADt.BR, of 1314 Marquel:te Avenue', Minneapolis"
I '\.f."
Minnesota 55'03, the daughter of the alleged incapBcltotedperson,
AL:ECB P. ADLBR, be.eby agrees to act as Gu~.dian of the property
together with James A. Smelzter. CPA~ of the alleged incapacitated
persOl1. if appointed by the Court. 'l'be proposed Guardian has no
interest adverse to that of the'alleged incapaoitated person.
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1N REI
ALICE P. ADLER
AN ALLEGED INCAPACITATED
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NO. :
.
.
CONSBNT OF PROPOSE!) GuJUm:u.N OP ALrCE F. ADLRB
JAldBS A. SMELTZER, CPA, of 209 Senate Avenue. Camp Hill.
Pennsylvania 17011, a certifiea public accountant ~ho has workea
for ALICE P. ADLBR for at least ~en years, hereby agrees to act as
Guardian of the property of the allegea incapacitatea person.
together with Janice F. Adler, if appointed by the Court. The
p~posed Guardian has no interest adverse to that of the alleged
incapacitatea person.
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IN REI ALICE F. ADLER,
AN ALLEGED INCOMPETENT
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NO.
CONSENT AGREEMENT
I, Charles Adler, III, have reviewed the petition for
Guardianship of Alice F. Adler on this 1-~~day of December,
1994 and consent to the terms thereof. I further acknowledge
that the proposed Guardian is qualified and has no interests
adverse to Alice F. Adler.
C'L. L
Charles AMer,
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III
Dated:
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IN RE:
ALICE F. ADLER,
AN ALLEGED INCAPACITATED
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Orphans' Court Division
No. <'.'1.. 'ill- 11\1.:'-
RULE
AND NOW, this _lIJtA day of -1JUc.n/;ue., 199/ upon
consideration of the Petition of Cynthia F. Adler in the above-
captioned matter, a RULE is issued upon the alleged incapacitated
person, Alice F. Adler to show cause why the requested relief of
appointment of guardians of her person and estate should not be
granted.
Rule returnable {f'J A hl/.'l/i~_;nf-.., /c; bc':" NJd (-~-b. rA) /995;
c:.E!. 3: ~ C/ /.//7.
Petitioner's Counsel, Jeffrey A. Ernico, shall personally
serve Alice F. Adler in the presence of her Physician and explain
the nature and content of the Petition and Rule.
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Guardianship Report
of
Cynthia F. Adler MeKee
and
Charles Adler, III
as Guardians of the Person
orthelr Mother, Allee F. Alder, Deceased
Report for the Cumberland County Register of Wills
A. Address and type of placement from the time we were appointed guardians until our
Mother's death:
National Rehabilitation Hospitol
102 Irving Street, NW
Washington, D. C. 20010 (From January 9 . March 5, 1995)
NRH is a well-known rehabilitotion hospital specially suited to patients suffering from
anoxia, brain trauma, and physlcallmpalnnent. When we took our mother there she was Just
emerging from a coma. She was able to track objects with her eyes, speak a few words, and
acknowledge our presence with a smile, She was incontinent, and receiving sustenance through
a food tube. She stoyed there for two months In the brain trauma unit and received seveml hours
a day of physical, speech and occupational thempy. Although she improved from a maximal care
to modemte or minimal In some areas, the team there felt she had reached her capacity for
substantial improvement and issued her release.
The Washington Home
3720 Upton Street, NW
Washington, D.C. 20008 (March 5 . December 9, 1995)
The Washington Home is the best known and most well respected skilled nursing facility
in the Washington, D.C. area, It also offers excellent physical, occupational and speech thempy
facilities, Our mother received the above mentioned themplcs for three hours each day Monday
through Friday. She continued to see her cardiologist and her neurologist, monthly in the
beginning, but less so later on as change in her mental and physical stotus leveled off. She was
routinely visited by physicians from the George Washington University Hospltol stoff, first Dr.
Eleanor Stewart and then Dr. Harrold.
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B. Our Mother's major medical and mental problems:
Our Mother suffered cardiac arrest and her heart remained in atrial fibrillation. She was
regularly visited by doctors and was in stable physical condition.
Mentally she suffered a residual anoxic cerebral injury, She was unable to consistently
follow commands and could not care for herself, Although she was able to walk and corry on
simple tasks with moderate to minimal assistance, she was unable to initiate any of these
activities on her own. She remained incontinent and on a food tube until her death.
She was administered, by registered nurse or doctor, Amiodarone (heart), Digoxin, Lasix,
Axid and Prozac daily.
C. A brief description of our Mother's living arrangements:
Both facilities offered nursing care and supervision as well as physical, occupational and
speech therapies. Both facilities olTered the group activities and special attention to patients, At
the Washington Home, in pnrticular, there were group activities such as exercise class, group
discussion, bingo, and music and dance entertainment weekly, Our mother pnrticipated in some
of the activities, but it was difficult for her to be an active contributor. She was reviewed by a
p5ychologist due to occasional unrest and agitation but she was unable to clearly understand her
situation and hence no therapy could be elTectively given, She received good care and lots of
attention from her core providers, Day to day she received therapies, watched movies, attended
social functions at the Home and was visited by her family at least twice a day for more than
three hours a day. She had a special assistant hired by the fomily who bathed her and took her
outside for fresh air, The assistant was with our Mother Monday through Friday from 3:00 p.m.
to 7:00 p,m. On several occasions we took her shopping and out to eal. Our sister Janice came
every third weekend or so from Minnesota and took two weeks vacation to spend in Washington
to be with her, In truth, our Mother was rarely without therapy, a family member, or a special
assistant, except for late in the evening and early in thc morning when she was sleeping,
D, The number and length of times we visited our Mother during the tenn of our guardianship:
We visited our Mother daily at National Rehabilitation Hospital and at the Washington
Home, Cynthia visited twice a day, everyday, at lunch timc and after six in the evening
(approximately 3 1/2 hours daily Monday through Friday, and 8 hours a day on Saturdays and/or
Sundays), Charlie come three times a week after eight in the evening for approximately two
hours, and three to eight hours on Saturdays and/or Sundays, On the weekend days when we
could not visit we scheduled a nursing assistant to spend the day with our Mother, We also
arranged for a driver to bring our grandparents to visit once a week, We had a personal assistant,
who worked at the Washington Home, to take care of our Mother Monday through Friday from
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3:00 p.m, to 7:00 p.m.. The stalTwas vel')' fond of our Mother, nnd orus, nnd made certain she
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IN REI ALICE F. ADLER, AN I
ALLEGED INCAPACITATED I
PERSON I
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IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-94-1095
IN REI TELEPHONE CONFERENCE OF ANDREW McCARTHY, M.D.
Proceedings held before the
Honorable HAROLD E. SHEELY, P.J.,
Cumberland county courthouse, carlisle, Pennsylvania
on Thursday, February 2nd, 1995, commencing at 3:30 p.m.
in the Fourth Floor Conference Room
APPEARANCES:
Jeffrey A. Ernico, Esquire
For the Petitioners
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1 (Whereupon, the telephone conterence of
2 Andrew Mccarthy, M.D. appears as tolloWSI)
3 THE RECEPTIONIST I Dr. Mccarthy's Office.
4 MR. ERNICOI Hello. Attorney Ernico calling
5 with Judge Sheely trom Harrisburg or actually Carlisle,
6 Pennsylvania, tor Dr. McCarthy.
7 THE RECEPTIONIST: Okay. He's in a meeting.
8 Hold on just a moment. Can I leave a message for him?
9 MR. ERNICO: Well, he's expecting this cal~.
10 We are calling trom a court hearing, and I told him to be
11 ready tor the call at 4:15.
12 THE RECEPTIONIST: Name again?
13 HR. ERNICO: I'm sorry, a quarter of four.
14 THE RECEPTIONIST: Name again?
15 HR. ERNICO: Attorney Ernico.
16 THE RECEPTIONIST: Hold on.
17 HR. ERNICOI Thank you.
18 DR. McCARTHY I Hello?
19 HR. ERNICOI Hello. Dr. McCarthy?
20 DR. McCARTHY: Yes.
21 HR. ERNICO: Attorney Ernico. I'm here with
22 Judge sheely and some of Alice's -- well, Alice's children.
23 We're conducting a court proceeding right now for Alice's
24 guardianship.
25 DR. McCARTHY: Uh-huh.
2
1
3
2 expeot the oall, is that oorreot?
MR. ERNICO: And I believe you were told to
4
DR. McCARTHY: Right. I was.
MR. ERNICO: Good. You oan state your full
6
5 name and then we're going to want you to also be sworn in.
8
7 I'm a neurologist.
DR. McCARTHY: Okay. Dr. Andrew MOCarthy.
9 the oath to you. I'm JUdge Sheely.
THE COURT: Okay. Doctor, I'll administer
10
11
(Whereupon, the witness was sworn.)
THE COURT: Fine. We'll leave Attorney
13 BY MR. ERNICO:
12 Ernioo ask the questions. Thank you.
14
Q
Doctor, are you currently the attending
16
15 physioian for Alioe Adler?
17
18
A
I am.
Q
And how long has she been at your facility?
A
I don't have her chart, but she's been here
20
19 about three weeks.
21 that you're at?
22
Q
Okay. And what is the name of the facility
A
It's the National Rehabilitation Hospital,
23 NRH, Washington, D.C.
24
25
A
Q
And do you have a position on staff there?
Yes, I'm director of the brain injury
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1 program.
2
3
Q
And what are your medical credentials?
I graduated in 1983 from Georgetown
A
4 University, in the medical school, and then I did my
5 training there in neurology and finished in 1987. I was in
6 private practice for nine months and then I joined this
7 hospital in 1988 and became director of the brain injury
8 program in January of 1993.
9
10
11
12
13
14
15
Q
A
Okay.
I'm Board certified.
Q
I bsg your pardon? What did you say?
I'm Board certified.
And which Board is that? In neurology?
A
Q
A
Yes.
17
16 at this time, her medical condition?
Q
Okay. What is the condition of Alice Adler
A
In the fall -- well, I don't have the exact
18 date -- but a couple months ago she suffered a cardiac
19 arrest. She's had a history of a problem in her heart with
20 her valve, and her heart had gone into a funny heart rhythm
21 and she lost the flow of blood in her brain. She was flacid
22 for a period of time. She was comatose for an extended
23 period of time.
24 Her cardiac status was finally stabilized and
25
about three weeks ago she was transferred here to NRH. In
,
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.
1 fact, it was about a month ago when she was transferred. I
2 think it was like January 7th, if I can recall, and she's
3 been here and now she's made some improvements.
4 She's now awake but her ability to comprehend is
5 very impaired, her memory is very impaired, her insight in
6 knowing other people including her family members as well as
7 staff here is impaired.
8 In general she has -- although she is awake and
9 able to now move her arms and legs, she is a full-care
10 patient. By that she has to be turned. She has to be fed.
11 She has to be dressed.
12 She has to be in a protective environment, and
13
there is
and I think there's a likelihood this will
14 probably be life-long although I do not like to -- I usually
15 say let's see how she is in six months.
16 But unless she makes a dramatic change, which she
17 made some changes but it hasn't really been dramatic, I
18 think that she requires a guardian at least for the next six
19 months and then probably will be reevaluated.
20
Can she receive and evaluate information at
Q
21 this time in your opinion?
22
23
24
25
A
No.
Q
Can she effectively communicate at this time?
Yes. She can sometimes say hi. You mean
A
able to -- she might say something, and you would think
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2 but it comes and goes. So, you knoW, I think that'S
3 reliable. \ .
4
Q
In your opinion is she capable of making even
5 the most basic care decisions for herself right now?
6
A
No.
7
Q
What would you say is the extent of her
8 cognative impairment? You indicated that --
9
A
I mean I think she'S not comatose anymore, so
10 she'S not in what you call a chronic vegetative state; but
11 she is a patient that has severely affected near frontal
12 lobe injury meaning she'S lost her level cognative ability
13 to think.
14
Q
okay. Would you be recommending then someone
15 to be appointed to be responsible to oversee her care and to
16 oversee financial affairs for her at this time?
17
A
Yes, I would.
THE COURT: Doctor, in your opinion is she
19 capable at this time of handling any type of financial
20 matters?
18
21
DR. McCARTHY: No, not in any circumstances.
22
THE COURT: Okay. I don't have any other
23 questions. Thank you very much, Doctor.
24
25
MR. ERNICO: Thank you. Good-bye now.
(WhereUpon, the above conference concluded.)
6
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CERTIFICATION
I hereby certify that the proceedings are
contained fully and accurately in the notes taken by me on the
above cause and that this is a correct transcript of the same.
~C\ \J ( a. r:, rl@ n d lli('
Laura F. Handle
Official Court Reporter
--------------------------------
The foregoing record of the proceedings on the
hearing of the within matter is hereby approved and directed to
be filed.
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IN RE: ALICE F. ADLER, AN
ALLEGED INCAPACITATED
PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-94-1095
IN RE: APPOINTMENT OF GUARDIANS
ORDER OF COURT
AND NOW, this 2nd day of February, 1995, a
hearing was held today on the petition to adjudge Alice F. Adler
an incapacitated person pursuant to Pennsylvania law. At the
hearing today the Court heard the testimony of the three
children, two of which are aSking to be appointed guardians of
her person, and also the testimony of another child who will be
a co-guardian of her estate along with Mrs. Adler's financial
consultant, James A. Smeltzer, who is a certified public
accountant and has been actively engaged in the financial
affairs of Mrs. Adler for some years.
The Court also heard via telephone conference from the
present physician of Mrs. Adler, and from his testimony the
Court is satisfied that she is an incapacitated person within
the meaning of Pennsylvania law and at this time she does need a
plenary guardian both of her estate and of her person.
In addition the Court is satisfied that the proposed
guardians of her estate being her daughter and James A. Smeltzer
are honorable people, and the Court does not feel that there is
any necessity at this time to require them to post a bond to
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guarantee the faithful performance of their duties, and,
therefore, no bond is required. The Court will sign an
appropriate order which counsel has prepared to submit this
date.
By the Court,
_fkL'~( r= ' jJ;, ~,A ..
Harold E. Sheely, P.J~Y
Jeffrey A.. Ernico, . Esquire
For the Petitioners.
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IN REI
ALICE F. ADLER,
AN ALLEGED INCAPACITATED
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Orphans' Court Division
No.21-94-1095
ORDER
AND
NOW, this 2,4- day
of February, 1995, after a hearing
and upon consideration of the Petition for Guardianship of Alice
F. Adler to appoint Cynthia F. Adler and Charles Adler, III as
Co-Guardians of the person and Janice F. Adler and James A.
Smeltzer, as Co-Guardians of the Estate, it is hereby ORDERED
that Cynthia F. Adler and Charles Adler, III are hereby appointed
Co-guardians of the person and Janice F. Adler and James A.
Smeltzer are hereby appointed Co-Guardians of the Estate of Alice
F. Adler effective immediately.
BY THE COURT:
l~lL-~'( r~ .51, ~
Hdnorable Harold E. Sheely, P.J.
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IN RE: ALICE F. ADLER.
AN ALLEGED INCAPACITATED
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
NO. 21 - 94 - 1095
CITATION
WE COMMAND, you that layin9 aside all business and excuses whatsoever
you be and appear in your proper person before the Honorable Judges of the
Common Pleas Court, Orohans' Court Division at a session of the said Court
there to be held, for the County of Cumberland to show cause why the requested
relief of appointment of guardians of her person and estate should not be
granted.
Rule returnable @ a hearing to be held Feb. 2. 199~, @ 3:30 P.M.
Petitioner's Counsel, Jeffrey A. Ernico, shall personally serve Alice F.
Adler in the presence of her Physician and explain the nature and content of
the Petition and Rule
Witness my hand 'and official seal of office at Carlisle, Pennsylvania, this
3rd day of January, Ig9n.
~1f@Ml/r1~ /l/~ LYmBb'11/'
Mary C. Lewis, Cle:k of Orphans' Court
Division, Cumberland Co. Carlisle, Penna. '
My Comm. Exp. 1st Monday in January 1998.
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RBI ALICB F. ADLBR, AN
ALLBGBD INCAPACITATED
PBRSON
COURT OF COMMON PLEAS
CUMBBRLAND COUNTY
ORPHANS' COURT DIVXSION
NO. 21-94-1095
AFPIDAVIT OF SBRVICE
COMMONWEALTH
COUNTY OF
OF PENNSYLVANIA
Va C4t74 JYl
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AND NOW,
this
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/:2. day of
January
/
JEFPRBY A. BRNXCO, hereby certify that I served ALICE
, 1995 I,
P. ADLER, in
her room number 846 at the Holy Spirit Hospital at about 6:20 p.m.
on Wednesday, January 4, 1995, in the presence of her physician,
James Rich, M.D., with a true copy of the attached citation of Mary
C. Lewis, Clerk of Orphans' Court Division, Cumberland County,
Pennsylvania. At that time I did explain to her the nature and
content of the petition for Appointment of Guardians and the Rule
issued by Judge Harold D. Sheely dated December 3D, 1994. I
informed her that the hearing before Judge Sheely will be held on
February 2, 1995, at 3:30 p.m. and that the petitioners were
requesting the appointment of guardians of both her person and her
property by virtue of her
all'~:::
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ALICE F. ADLER, AN
ALLEGED INCAPACITATED
PERSON
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COURT OF COMMON PLEAS
CUMBERLAND COUNTY
ORPHANS' COURT IVISION
NO. 21-94-1095 g CD
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AFFIDAVIT OF SERVICE
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JEFFREY A. ERNICO, hereby certify that I served ALICE
AND NOW,
this
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F, ADLER, in
her room number 846 at the Holy Spirit Hospital at about 6:20 p.m.
on Wednesday, January 4, 1995, in the presence of her physician,
James Rich, M.D" with a true copy of the attached citation of Mary
C. Lewis, Clerk of Orphans' Ct;>urt Division, Cumberland County,
Pennsylvania. At that time I did explain to her the nature and
content of the Petition for Appointment of Guardians and the Rule
issued by Judge Harold D. Sheely dated December 30, 1994. I
informed her that the hearing before Judge Sheely will be held on
February 2, 1995, at 3 :30 p.m. and that the petitioners were
requesting the appointment of guardians of both her person and her
property by virtue of her
o and su~~~ribed
me this ~ day
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In re ALICE F. ADLER,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21 - 94 - 1095
CERTIFICATE OF SERVICE
James D. cameron, Attorney for Petitioners, hereby certifies
that he served a certified copy of the RUle issued by the Court
on June 5, 1995, upon the guardians of the estate and person of
Alice F. Adler, by mailing a copy of same by ordinary mail on the
7th day of June, 1995, addressed as follows:
Jeffrey A. Ernico, Esq.
BUCHANNON INGERSOLL
Post Office Box 12023
Harrisburg, PA 17101-2023
D. Cameron
32 North Front Street
risburg, PA 17102
(717) 236-3755
Attorney I.D. No. 58998
Attorney for Petitioners
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IN REI
ALICE F. ADLER,
AN ALLEGED INCAPACITATED
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Orphans' Court Division
No.21-94-1095
ANSWER AND NEW MATTBR TO PBTITION POR APPOINTMENT OP COUNSBL
AND POR INDBPBNDBNT BVALUATION
AND NOW COMB Respondents, Cynthia F. Adler, Charles Adler,
III, Janice F. Adler and James A. Smeltzer, as Guardians of Alice
F. Adler, through their attorneys Buchanan Ingersoll Professional
corporation, and file the within Answer and New Matter to the
petition for Appointment of Counsel and for Independent
Evaluation:
ANSWER
1. Admitted.
2. Admitted in part and denied in part. Respondents
admit D. George Parr ("Mr. Parr"), resided with Alice F.
Adler ("Mrs. Adler") at 10 West Lawn Circle, Wormleysburg,
Pennsylvania for several years. Respondents lack knowledge
and information sufficient to form a belief as to the exact
date. Respondents neither admit nor deny the averments to
the extent they call for opinions as to the relationship of
Mrs. Adler and Mr. Parr, as "long-time companion" is not
appropriately defined.
3. Admitted in part and denied in part. Respondents
admit that Petitioners Myer Foster and Rebecca W. Foster, as
parents of Mrs. Adler, are persons interested in her
welfare. Respondents deny that Mr. Parr is interested in
Mrs. Adler's best interests. To the contrary, as is set
forth in paragraphs 27 to 37, Mr. Parr has acted with
selfish motives in filing this Petition.
4. Admitted.
5. Admitted.
6. Admitted.
7. Admitted.
8. Admitted.
9. Admitted.
10. Denied. While there have been some improvements
in the physical and mental health of Alice Adler since the
guardianship hearing on February 2, 1995, the improvements
have not been significant, and Mrs. Adler is still in need
of twenty-four (24) hour medical/nursing care due to her
mental incapacity and her physical needs. Mrs. Adler
receives her nutrition from a feeding tube and is
incontinent. Further, her blood pressure must be taken
frequently and she occasionally must wear a heart monitor.
Mrs. Adler also takes medication which must be monitored
closely.
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11. Admitted in part and denied in part. Respondents
admit that Mrs. Adler was not represented by counsel at the
hearing apart from the counsel retained by the guardians.
Jeffrey A. Ernico, Esquire had been Alice Adler's attorney
prior to her incapacitation and the children decided to
continue to be represented by Mr. Ernico since he was
already familiar with Mrs. Adler's affairs.
12. Admitted.
13. Admitted.
14. Denied as stated. The meaning of the term
"significant financial assistance" is not defined nor is the
period of time when such "assistance" has been provided.
Although Alice Adler has always provided monetary gifts and
some payments to her children from her own funds or funds
entrusted to her, Respondents deny that all of said children
are presently receiving financial assistance from Alice
Adler.
15. Denied as stated. While petitioners allege Mrs.
Adler has expressed a desire to return to the home she owns,
located at 10 West Lawn Circle, Wormleysburg, Pennsylvania,
it is unclear whether she has any understanding of where her
"home" is located. As is noted from Dr. McCarthy, when he
inquired as to where her home was, she stated that it was at
4th Avenue, her childhood home.
3
16. Denied. According to Dr. McCarthy, as more fully
explained in paragraphs 38 through 44, Mrs. Adler is still
in need of twenty-four (24) hour care due to her inability
to make orderly judgments for herself and because of her
physical condition. As explained more fully below, Dr.
McCarthy is of the opinion that the Respondents are the best
able to provide the care needed.
17. Admitted.
WHBREFORE, Respondents respectfully request this Court to
dismiss the Petition and allow the existing order to remain in
effect.
NEW MATTBR
18. Respondents incorporate the averments set forth in
their Answer in paragraphs 1 through 17 as if fully set
forth herein.
19. On February 2, 1995, the Court held a guardianship
hearing and heard testimony from Andrew D. McCarthy, M.D.,
Mrs. Adler's primary treating physician.
20. As a result of the testimony presented, the Court
found that Mrs. Adler was incapacitated and appointed
Cynthia F. Adler and Charles Adler, III as Co-Guardians of
the person.
4
,
21. The Court also determined that Janice F. Adler and
James A. Smeltzer, a Certified Public Accountant, would act
as Co-Guardians of Mrs. Adler's estate.
22. On January 9, 1995, Alice Adler was moved to
National Rehabilitation Hospital, located in Washington,
D.C. because of the superior care Mrs. Adler would receive
and because both Cynthia Adler and Charles Adler, two of her
three children, reside and/or work in this area.
23. Approximately two months later on March 3, 1995,
Alice Adler was moved to the Washington Home, also located
in Washington, D.C., where she remains at this time.
24. While there has been some improvement in Alice
Adler's condition, this change is hardly significant enough
to consider Petitioners' request that Alice F. Adler be
moved to her home.
25. The Court is authorized to dismiss a petition if
it determines that the petition is frivolous. 20 Pa.C.S.A.
S5512 .2 (b) .
26. In this instance, petitioners are aware that Alice
Adler's medical condition has not changed significantly.
27. Further, one of the Petitioners, D. George Parr,
has been selfishly motivated in filing the Petition.
28. The legislative history behind the former
Incompetent's Estate Act was preventative and protective in
nature. It was enacted to prevent persons with selfish
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motives from dissipating assets of the estate and from
protecting incompetent's estates from depletion. ~ Smith
v. Smith, 529 A.2d 466, 469 (pa. Super. 19B7). There is no
reason for the Court to assume that the new Act has any
different purpose.
29. In this case, the Petition seeks appointment of
independent counsel as well as an independent medical
evaluation. The petition is accompanied by a request for
all costs and attorneys fees to be taken from Alice Adler's
guardianship estate.
30. In addition to the present request for payment of
attorney fees, significant assets have already been depleted
from Alice Adler's bank account. Petitioner George Parr has
withdrawn approximately $6,500 in unauthorized funds from a
bank account in Alice Adler's name.
31. Alice Adler's Bank Statements from November 10,
1994 through February B, 1995 reveal withdrawals of
$9,500.00.
32. From December 9, 1994 through February 2, 1995, at
a time when there was no court appointed representative of
Mrs. Adler, Mr. Parr withdrew the maximum amount of funds
from Mrs. Adler's account via an automated teller machine
("ATM") on thirty-one (31) days. ~ Bank Statements dated
November 10, 1994 through February B, 1995 attached hereto
as Exhibit "A".
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33. While Mr. Parr was authorized by family members to
withdraw the funds necessary to cover the household expenses
and some private duty nursing costs, approximately $6,500.00
of the withdrawals were not authorized and were withdrawn by
,
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Mr. Parr for his own personal use.
34. As is indicated by the bank statements,
withdrawals of this nature were not made prior to the time
when Mrs. Adler suffered her cardiac arrest.
35. In addition to withdrawing unauthorized funds, Mr.
Parr has attempted to exert his will and influence over Mrs.
Adler by manipulating her into believing that they are
" engaged. "
36. At no time has Mrs. Adler expressed any intention
of marrying Mr. Parr. In fact, she clearly expressed to her
friends and family that his role was solely that of a driver
and companion. This "engagement" only arose after Mr. Parr
spent many hours alone with Mrs. Adler at the National
Rehabilitation Hospital and the Washington Home.
37. As a result of this attempt to take advantage of
Mrs. Adler'S physical and mental condition, the guardians
have been forced to extinguish Mr. Parr's visitation rights
for fear that he may further try to exert undue influence
over Mrs. Adler.
38. Further, a recent opinion of Andrew D. McCarthy,
M.D. makes very clear that Mrs. Adler is still incapacitated
7
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and the present guardians are best qualified to make
judgments concerning her medical condition and financial
matters.
39. While Mrs. Adler is able to walk with assistance,
she still requires supervision at all times. ~ Affidavit
of Dr. McCarthy attached hereto as Exhibit "B" at , 9.
40. As for her cognitive abilities, Mrs. Adler
presently believes that she is a thirty (30) year old woman.
She is unable to identify her family members, and has no
independent recollection of her parents or Mr. Parr. ~
Affidavit of Dr. McCarthy at " 5-6.
41. Mrs. Adler continues to have severe cognitive
dysfunction including judgment, insight, and memory
impairments that are between the moderate to maximal level.
She is able to carry-on superficial conversation but really
has no way to make any orderly judgments. She still
requires twenty-four (24) hour supervision for her mobility
and self-care needs. ~ Affidavit of Dr. McCarthy at " 7-
10.
42. Dr. McCarthy makes clear that, unfortunately,
there is little likelihood of any further significant
improvement in Mrs. Adler's condition. ~ Affidavit of Dr.
McCarthy at , 10.
8
43. In Dr. McCarthy's opinion, Mrs. Adler is best left
to be cared for by her children, her current guardians. ~
Affidavit of Dr. McCarthy at 1 11.
44. Dr. McCarthy further opined that Alice Adler is
incompetent to make judgments for herself, and this will
likely be a life long condition without much chance of
improvement. ~ Affidavit of Dr. McCarthy at 1 12.
45. Petitioner Myer Foster and Rebecca W. Foster are
currently ninety (90) and eighty-three (83) years old,
respectively, and are unable to provide for appropriate
local care and supervision of Mrs. Adler who requires
twenty-four (24) hour nursing care.
46. Based on the lack of standing of George Parr, as
well as his questionable motives, the limitations of Mr. and
Mrs. Foster, and the undisputed fact that Mrs. Adler is
unable to care for herself, both physically and mentally,
this Court should dismiss the Petition to avoid depleting
the assets of Alice Adler and to further protect her well-
being, as no significant change in her medical condition has
occurred since the proceedings of February 2, 1995, before
your Honorable Court.
9
WHBRBrORB, Respondents respectfully request this Court to
dismiss the Petition and allow the existing Order to remain in
effect.
Datedl .. J-u'\V 113
Respectfully submitted,
BUCHANAN INGERSOLL
PROFESSIONAL CORPORATION
BY'J~~re -
Attorney I.D. No. 07981
Kristen L. Darke, Esquire
Attorney I.D. No. 66962
30 North Third Street
Eighth Floor
Harrisburg, PA 17101
(717) 237-4800
, 1995
10
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VERIFICATION
I verity that thole IltatemllntB I1IIlde in tho foregoing document,
of which I have diroct lmowlodgo, are true and correct to the best
ot my present knowledge, information and belief. I undorstand that
falae statement. harein are made oubject to tho panaltiea of 18
Pa.C.S. 14904, relating to un.worn falsification to authorities.
Dated: .L;2(' / 'J'~.-/
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--' t ~er McKee
~tPrt'.Jt.'I'Tl'JN
X vedty that thollB Iltatemonte mado in the foregoing document,
of which I have direct knowledge, are true and correct to ~he bellt
of m)' preoent Ia'lowled"o. information and belief. I \Ulderetllnd that
f~1sft statementa herein are mode oubjoct to the p6nalt1e. of 18
Pa.e.s. "904. rel.~ing to \Ulsworn falaifioation to .uthoritiea.
ChA ~-~
Charles Adler, III
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I verify that those lItatements made in the foragoing document,
of which I bllve direot knowledge, arc true and con-eot to the best
of l11y prooont knowledge, infoX"1R;otion and belief. :t underotand that
fa1ae atetements herein are ~ade oubject to the peneltieo of 18
Pll.C.S. &4904, relating to unsworn falsification to ,authorities.
Dated:
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CBRTIPICATB OP SBRVICB
AND NOW, this 28th day of June, 1995, I, Kristen L.
Darke, Esquire, hereby certify that I this date served the within
Answer and New Matter to Petition for Appointment of Counsel and
for Independent Evaluation by depositing a copy of same in the
unites States mail, first class, postage prepaid, at Harrisburg,
Pennsylvania, addressed to the attorney or party of record as
follows:
James D. Cameron,
1327 North Front
Harrisburg, PA
Esquire
Street
17102
BUCHANAN INGERSOLL
PROFESSIONAL CORPORATION
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Attorney 1.0. No. 66962
30 North Third Street
Eighth Floor
Harrisburg, PA 17101
(717) 237-4852
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PERSONAL BANKING STATEMENT
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MELL ON BANK "^
COMMONHEALTH REOION
UPTOHN
2615 N FRONT ST
HARRISBURO PA 17110-1112
717-255-8090
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CHARLES ADLER II I
~LICE F ADLER ,
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, ORMLfYSBURG PA 170~1-1127
01~00
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212-102-5353
PAGE 1 OF 3
STATEMENT
FR~M 11~10~94 THRU lZ~D9~94
lHi'uHTAi.... NOUCE. ~ 11"-;;: ill:' 'UCIlT TO nEt:UIRE SEVEN DAYS !!P.IQIl.
HRnTEN NonCE OF WITHQRAI/ALS FRoll PASSBOOK, STATEMEtlT AtlD PREHIUH
SAVINGS ACCOUNTS. HE DO NOT CURRENTLY REQUIRE THls NOTICE. PLEASE
KEEP THIS INFORIfATION "'ITH YOUR ACCOUHT RULES AND REOULATIONS.
RELATIONSHIP SUMMARY
~IT ACCOlRml
enf~HECKING HITH INTEREST
TOTAL
BALANCE
11 .1.H.J.L
11,110.76
LOAN ACCOUNTS
~RSONAL CREDIT LINE
TOTAL
0l1TU!!!!!l!!!l_
7 WiJL.i_l..
7l,9~5.62
,
PREMIUM CHECKING WITH INTERESl: ACCOUNT 212-102.5353
!ACCOUHTSUMMARY . .... . . : " I ~!' '.' .' .".". , " ...,' '" '. ". ",::,"':. ..... '. :T-;---,--,.-....-.----,
~.._ . .__.-:..~~...:.~.l..L.Li_=_. -, .:~:.:. .' . '_.:. >._.~......~~~..: ;;~~..:.-. _'~:--:".~ .. ~
OPENING BALANCE AS OF 11/10/94 54,150.42
TOTAL OEPOSITS AND OTHER ADDlTIOH~ INCLUDING INTEREST CREDITED THIS PERIOD '767.64
mID CH~CKS AND OTHER HlTHDRAHAlS I~IIIG fEES AHD CHARGES THIS PERIOD -u..zn...$.lL
CLOSING DALANCE AS OF 1Z109/94 1 11,130.76
AVERACE ~CCOIJHT 8AUtlCE I 45,604,20
AVE/lAGE COLLECTED 8ALAtlCE rOR AlIllJ~L PERCEtlTAGE YIELD EARNED 45,490,74
YOUR Al'IJAL PERCEtlTAGE YIELD EARNEp FOR THIS STATEMENT PERIOD IS t.DZ%
[Acc~i!.i.if ACUV!.'t,Y '. ;"':L~ ~ ~.:. i :'::~'~":." ',7~- .: ',:. .:'\::";'..:.: '.:;:;:. ~:;L:..:;,.~~,', :.' ',; .. ~;,:3
DEPOSITS CHECKS
AND OTHER AND OTHER
ADDITIONS HITHDR~LS
DATE
fQSTED ' O~~tBIPTIQH
11/10/94' OPEHlHIJ 8ALANCE
I CHECK' 2279. . . .: . .
'~'cIlECO flet' .' -; ... .
CHECK . zzaa. . .
CHECK . 2UO. . .
CHfCK . un. . .
,
11~4/"'. 11~11 HAC ATH HITHDRAHAt 10051to
H12TH ST I. RTnU5 LEHOYNE PA
CHECK . 2276 . :
CHECK . ZZO 7
CHECK . 2209
CHECK . 2294
DAILY
BALA~
54,358.42
. .
. .
. . . . . 110.28
. ',0 :-.. ".,t ~ -,o"O't ~ ... ,.' .'
300.00
552.00
200,00
~
~ .'-, ~ ','-',
. .
. .
5Z .886.30
I
"
,
100.00
300.00
816.58
ZOD.DO
t,636 ,80
48.832.84
.~ Mellon Banh
PERSONAL BANKING STATEMENT
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CHARL ES ADL ER II
ALICE F ADLER
01400
212-102-5353
PAGE 2 OF 3
PREMIUM CHECKING WITH INTEREST ACCOUNT 212-102-5353 (conllnued)
l~~~outi(7iCT1Y,nr'", ::
DATE
epsrED
11~15~"
11~1G1t4
U~Z?/'4
I
U~30~9<l
12~DlI9<l
12~D2~9<l
,
luoV'4
It/D7/",
,
,
It/DOI'M
1t~0'~?<l
It/OUM,
,
,
--:""';~c"",:~~=
Dl!lCRtPTIOH
t . ~ j.: .: "/~~''i,f '",,' I' I
::J~.,~. .... . .. .........
j
I
. tHE~1l
AND OTHER
HlTHOn~H4lS
-
i ".':" .....,... fl": ~~:.f:~:-:,...."._~., ~ -.......__
. '~..:..~..1.-..:.:.....:~40"..~,.::~.;. ;".:. :,' T'
DEPOSITll
AIID OTllER
ADDI'rrOH~
PAI'HENT TO PEASDllAl C~EOIT LlHE
1040143,,20, . I " . . .
CHECK. 229B. . . '. . . .
CHEtK , E2" ,
r
7'8.00
100.00
150,00
50,00
12.65
lU,E5
U~17~'4 CHEtK' 2191
CHECK 1 2206
111101''' CH'EtK" bos
11~l3~9<l DEPOSIT
REf 1000000042870261
CHECK 1 2310
IVZ5~9<l tHECK 1 ZZ,S
11~20~'4 CHECK 1 E300
It~OS~'4' DEPOSIT
REf 1000000078238'67
CHEtK 1 2514
tHECK , 2116
CHECK , 2317
CHECK , uu .
tHEtK , 2HZ .
tHEClt , UIt .
..CHECIt , 2lla...
CI!ECI( , in, .
CHECK , ZZ"
.' .
"
.'
..
tOOtOO
67e.7'
150.00
715,50
344.50
tHEtK , 2284
tHECK , not
CHECK , U03
tHECK 1 2309
tHECK , 2101
CHECK , 2308
CHECK . 2104
CHECK , 2306
CHECK . 2307
50.00
400.00
500.00
121.,00
440,05
161.25
ZO.OD
U8.00
U8.00
EO.OO
712.00
390.76
56.31
6,SOO.00
200.00
... ":
. I . . . . . . . . aDo. 00
of ..J.-'.._~ ~ .f . ~...: ....!-...~3. 7'
. . . . . . . . ,. . .&oa.25
....1j
.
'. .
CllEClt , U11
CHECI( , U15
CHECK , 2313
INTEREST CREDIT ,
1~0' HAC AT" "ITHD~~I009'06
H12TH ST & Rn1&l~ hr>YtIE PA
CLOSlllO BALANCE
'.
. 10.00
1,500.00
768.4~
74,85
300.00
.
-.- ~ .,:J
DAILY
eAlA~
47,704.B4
47,734.84
47,5'0.94
47,UO.04
47,883.73
47,168.21
46,B23.73
45,750.73
45,141.4,
45,121.43
44,6'lS.43
36,806.16
.- . "l5,8Sll.5S ..
34,344.35
33,555.91
)3,530.76
'....
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PERSONAL BANKING STATEMENT
DIRECT INQUIRIES TO,
1,"111",11I,",'"1"11,,,,11,,.11,,1,11",11,1,,1,1,"11"1
f
CHARLES ADLER II ol~OI
ALICE F ADLER 0121
10 H LAHN CIR
HORMLEYSDURG PA 170~3-1127
MELLON DANK NA 2
COMHOHHEALTH REGION
UPTOHN
2615 N FRONT ST
HARRIS8URG PA 17110-1112
717-255-8090
212-102-5553
PAGE 1 GF 4
STATEMENT
fROM 12~ID~9~ THRU 01~11~95
.. \ I
. I ... .." . .... 'r '..
IF MELLON BANK PAID YOU MORE TlIAN UD.OO IN INTEREST DURING 199~, YOU
SHOULD RECEIVE A FPRH 1099 BY .JANUARY 31, 1995. IF YOU DO /lOT RECEIVE
THE FORM BY THAT DATE, PLEASE CALL 1 8DO-337-MELN.
RELATIONSHIP SUMMARY
J!EPIWU~COUllTS
WHIUH CIIECKINO HITH IN1E~EST
10TH
OHAlICE
26 .873.58
Z6,073,50
I.Q!N ACCOUtITS
eJ:Bl!9"Al CREDIT LINE
TOTAL
OUTST6tJ1llUIt
70..1lll..M.
70,'Dl.50
PREMIUM CHECKING WITH INTEREST ACCOUNT 212-102-5353
~CCOUNT SUMM~RC~:_~:""=' . ., ,~~,',:_.'-'
OPEtll1ICl BAlA/leE AS or IUlol'4
TOTAL PEPOSITS AIIP OTHER APPIT10HS INCLUDlIlG INTEREST C~EDITED THIS PE~IOP
TOTAL C~NP OTHER HITIID~AHlLS INCLUDING FEES AND CHA~GES THIS PERIOD
CLOSIHG BALANCE AS or 01~11/'5
AVERAGE ACCOVNT BALANCE
AVERAGE COLLECTEO BALANCE rQR AI~lJlL PERCENTAGE YIELD EARlIEO
Y~R ANNUAL PERCENTAGE YIElQ EARNED rOR THIS STATEHENT PERIOO IS
[AE.~O~.NT ^CTIV~_TY .-::...~...l
OATE
f.Ql!TED DESCRIPTION
lZ110/'1'l OPENING BALANCE
PEPOSITS
ANO OTIIER
AQQUIONS
12(1V'~
12/15.1.'4
CHECK I UtO. .
. . . . . .
. . . ,
.,....... :_~_._...~::-::..."":"'_>....-.a.._, '.._'.. ... ....~. .
300.00
u,n n,917.01
12/U "It .41l: taT:IORlJl'l ,==oe~, -.
NEST SHORE PLAiA LEtlOYHE PA . .
CHECK . eJtJ. , . . . . . .
It/l51'"
lt11~ HAt ATM HItHPRAHAL 100009'
4Z00 PERRY ST~EET HARRISDURC PA .
PAYI1ENT TO PER~L CREon LItlE
I0401ltJ,-ZO' , . . , . . .
lU19~'"
lU17 HAC ATM HITHPRAHAL 10004110
IlARRIS8URC E "tlL HARRISBURC PA .
-_.__._....~-..
...,' .:
.-.-...-..-..---... .
..... ........
33 ,330. 70
+54.51
-WlLll..
t6,&13.50
30,144,4Z
10,144.4Z
t.oeY.
.-.
(
.....-----..
I '
.-..---'--- .
CIIECKS
AlIP OTIIER
HITHOIWIALS
PAUV
BAlANCL
33,330.76
33,310.76
. .
tO,OO
ZOO.OO
1'&,00 31,919.07
300.00
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PERSONAL BANKING STATEMENT
CHARLES ADLER II
Al ICE F ADL ER
212-102-5353
PAGE 2 o~ 4
01401
PREMIUM CHECKING WITH INT~REST ACCOUNT 212-102-5353 (conllnued)
~~~ou~T_.~ciivJTY .. ,......- ... :..F" ';
DEPOSITS CHECU
DATE AND OTHER AND OTHER
fllUr 0 bESC"IPTION AOOITl!lltl HIII'ORlHALS
liVU~94 12/1. HAC A'" HI1HOR1HAl 100170Z
HARRI58URG r HAll HARRISBURG PA . . . . . . JOO,OO
1Z/UI9~ 12~22 HAC A'" HIT~ORlHAl '000517
4200 OERRY STREET HARRE&OURO PA . 300.00
lUnl9~ 12/22 HAC A'" HITHORAHAl 1000"3
SEIlATE AVE I ERFRO ClIlP Itlll PA . 300,00
lr.{2T/'~ IPJ2~ ~c A,",H1QIORlHAL '001110 ...... 300:bb
SEIIATE AVE I ER,FRO CAIIP IlIlL PA . , .
12/26 HAC ATII HIFHORAHll 100002'
HEST SIlORE PLA~ LEI10YIlE PA . . 300,00
12127 HAC A'" HI ~ORAH1L '0014~4 300,00
4200 DERRY STREET HARRISBURG PA . , ,
I'
liVn~94 lun 1I1C A'" HlrttOR1HAL '000277
HOB Slt1JlSOH F<RRY HECHlIlICSOURCPA
IUZB MELLott ATM ,HlTIIORlH.l 1005039
IAtlOIl DEPOSIT 1,1 HARR1SBURG PA .
01/03~'S 12130 HAC A'" H1T~ORlHAL 'DODD'S
, 4'50 JOIlESTOHN AD H.RRISBURG PA
IZ~51 HAC A'" HI~ORAHAL '00340'
HIlTH Sf I RTI~U5 LEMOYIlE PA
01/02 H1C ATH HITIlORlHAL '001266
SEHATE AVE I ERFRO CAMP HILL PA
01/04/'5 01/03 HAC ATII HIfHOR.H.L '000152
4200 DERRY STR(ET HARRISOURG PA
01io~95 01/04 HAC ATH HI;~OR1Hll 100028'
SEllATE AYE I E~FRO Cl/1P HILL PA .
O~06/95 01~06 IlELLOH ATH~ITHORAHlL 1001093
PEltlSBORO OR10691045 c.t1Jl IIIll PA
olio"" 01/07 HAC ATH HIf/iORlIIAL '0010'0
SEHATE AYE I ER,FRO Cl/1P ItlLl PA .
Ol/OB HAC ATH HJ1/10RAHAL .0013H
~EHATE AVE I E~FRO Cl/1P IlIlL PA .
01~11/95 JNTEREST CREDIT ~.51
SERVICE CHAROE . , , , . . . , ,
O'{I.V9S ,~~OSJNIl, I~~E 1 ~.' .'".....,.. .__ ,
N YOUR IlOlfTHlY SERVICE ClllAGE FOR THE SIlART ActlMlT. 8011JS PLAIl
1_ TO THt", RlornTl HAS BEEH HAlVED JECAUSE YOU /lET THE DEPOSIT
RELATJONSHIP rALAHCE REQUIREhEHT,
SUMHARY ---1'" ..,...~.,. . ....- ......' .~'_...., ';,..':..,."..
.__.._.._....__.._... ..... ..... ._._.. ...~...I.... ......._...f
.~~:~~~f~'71'~~: ~~ 0::~~:~~~4~~11CHfCK'
PLUSE lISE Tit; ACCCMIT RECOIlClLEI1EHT FORI! LOCATED OIl THE BACK or TH1$
5TATEIIlNT TO rALANCE y~ ACCOUNT.
1
... .. .....
.. :....._!..
tHOUNT RtFfACNCf NO.
.. .....
.
300,00
300.00
300.00
300,00
300.00
300.00
300.00
100.00
300.00
300.00
,PJ!."
~Hi~~.K
~.
2~IO
i
.. ,~,_ .I
DAllY
BALAHCE
31,3U.07
n.OU.07
30,711.07
29.IU.07
29,2U,07
20,311,07
28,011.07
27,7n.01
27,411,01
2',811.07
2~...ULa
u ,81J.58
L~;oj
, .
- - - - .-
_ ,. -1 '.;"'..'" ,i""";:i,#.-;';-;-'~~~"" ~.,:}i*.~...-ft,~.,~~~.,-~"~,~.,..",;"",.....:;"1'''''''''',,,~-'''' _.d"
.-,........,
I
I
I
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PERSONAL BANKING STATEMENT
CHARLES ADLER II
ALICE F ADLER
01401
212-102-5353
PAGE 3 OF 4
PERSONAL CREDIT LINE ACCOYNT 040143.209
~~COUNT SUt'.HARY"" ,.. ':',' ':.: .
C\I1 STAHDltlCl PRltlClPAL DALAtlCE M OF 01111"5
AYAILADLE TO 80RROH
TOTAL LINE AI1O\.tlT
fOR OETAlLED lNF'OI\IIATlON ON YOUR ACCCMlT ACTIYITY AllO OISCLOSURES. REFER
TO YOUR SEPARATE /IONT1lLY STATEt1tNT.
.. ';0- . ~ :;, f:' ... .1
.._"\
....,_. .. .-.. ".
70,90&.50
11 9 ,097 .4Z
190.000.00
IF YOU HAVE QUESTIPIIS ABOUT THE INFORHAUON CONTAINED IN THIS STATE-
HENT. PLEASE CALL pUSTOHER SERVICE AT OUR TELEPHOIlE BANKING CEHTER.
THE HUIIBER TO CALL, IS 1-800-222-9D3~. .
.-. . .
.'
..... ..1.-. .. ... .... IO. .- .
,I -.......
'.
~
Mellon Bc...lk
PERSONAL BANKING STATEMENT
CHARl ES ADl ER II
ALICE F ADLER
01401
212-102-5353
PAGE 4 OF 4
YOUR ELECTRONIC TRANSFER RIGHTS
KEEP THIS NOTICE FOR FUTURE USE
THIS NOTICE IS FOR El~CTRONIC TRANSFERS FROM YOUR DEPOSIT ACCOUNTS.
IN CASE OF ERRORS OR qUEsTIONS ABOUT YOUR ELECTRONIC TRANSACTIONS
IF YOU THINK THERE IS All ERROR 011 YOUR STATEMENT OR RECEIPT, OR YOU
HAVE A QUESTION ABOUT YOUR ELECTRONIC TRAIISACTIONS, TELEPHOIIE OR
HRITE TO US AT THE TfLEPIIOIIE IIUMBER OR ADDRESS THAT IS PRunED 011
PAGE 1 OF THIS STATEMEIIT.
CALL OR WRITE US AS SOOIl AS YOU CAli, IF YOU TlIIIIK YOUR STATEMENT OR
RECEIPT IS HROIIG OR If' YOU NEED MORE IIIFORMATIOII ABOUT A TRAIISACTION
lISTED ON THE STATEMEHT OR RECEIPT, HE MUST HEAR FROM YOU 110 LATER
THAll 60 DAYS AFTER \'IE SEIIT YOU THE F:RST STATEMEIIT 011 HHI~H THE PROBLEM
OR ERROR APPEARED.
- TELL US YOUR IIAME AIID ACCOUIIT IIUMBER,
- DESCRIBE THE ERROR OR THE TRAIISACTIOII YOU ARE UIISURE ABOUT, AIID EXPLAIN
AS CLEARLY AS YOU CAli WHY YOU BELIEVE IT IS All ERROR OR HIIY YOU NEED
MORE IIIFORMATIOII,
- TELL US THE DOllAR AMDUIIT OF THE SUSPECTED ERROR.
IF YOU TELL US ORALLY, HE HAY REQUIRE THAT YOU SEIIO US YOUR COMPLAINT OR
QUESTION IN HRITIIlG HITHIII 10 BUSIIIESS DAYS,
I ,
HE WILL TELL YOU THE RESULTS OF OUR INVESTIGATIOII HI THIN 10 BUSINESS
DAYS AFTER HE HEAR FROM YOU, 120 BUSINESS DAYS FOR POINT-OF SALE
TRANSACTIONS OR TRANSACTIONS INITIATED OUTSIDE THE UIIITED STATES) AND
HlL l CORRECT AllY ERROR PROMPTLY, I F HE IIEED HORE TIME, HOWEVER, HE
MAY TAKE UP TO 45 DAYS TO IIIVESTIGATE YOUR COMPlAIIIT OR QUESTION
190 DAYS FOR POINT-OF-SALE TRAIISACTIDNS OR TRANSACTIOIIS INITIATED
OUTSIDE THE UNITED STATES). IF HE DECIDE TO DO THIS, HE HIll RECREDIT
YOUR ACCOUNT HITHIII lQ BUSIIIESS DAYS (20 BUSINESS DAYS FOR POINT-OF-SALE
TRANSACTIONS OR TRANSACTIONS lllITIATED OUTSIDE THE UIIITEO STATES) fOR
THE AMOUNT YOU THINK IS IN ERROR, SO THAT YOU HILL HAVE THE USE OF THE
MONEY DURING THE TIME IT TAKES US TO COMPLETE OUR INVESTIGATIOII. IF HE
ASK YOU TO PUT YOUR CdMPLAINT OR QUESTION III HRITING AND WE DO /lOT
RECEIVE IT HITHIN 10 SUSINESS DAYS, HE MAY NOT RECREDIT YOUR ACCOUNT.
IF HE DECIDE THAT TlIERE WAS NO ERROR. HE HILL SEIlD YOU A HRITTEN
EXPLANATION HITHIN THREE BUSINESS DAYS AFTER HE FINISH OUR INVESTIOATION.
YOU MAY ASK FOR COPIE~ OF THE DOCUMENTS THAT HE USED IN OUR INVESTIOATION.
N9TICE OF WITHDRAWAL
---.- ,..... ..' . .-.. -~~_.~.-- ~ - .... ".-""": ~~~'. ..-...:....-.--:-.. -- 1 "':'.
HE HAVE THE RIGHT" TO 'REQUIRE SEVEN DAYS' PRIOR NRITTENNDTICE OF HITHDRAHAlS FROM
PASSBOOK, STATEMENT At(D PREMIUM SAVINGS ACCOUNTS. HE DO NOT CURRENTLY REQUIRE THIS
NOTICE.
,
PLEASE KEEP THIS INFO~MATION WITH YOUR ACCOUNT RULES AND REGULATIONS.
I ,
---...,"~----"
~ Mellon 8~.lk
PERSONAL BANKING STATEMENT
DIRECT INQUIRIES TO, MElLOH 8ANK NA 1
CON110llHEAl TH REGION
UPTOHN
2615 N fROIlT ST
HARRISBURO PA 1711D-lll~
717-255-8090
1,1,1"1,1"1"111"",11,11,,,1111,11,,,11,..1,1..1,1,,,1,I,I
EST OF ALICE F AlllER 01391
JANICE F ADLER GIlDH 0121
JAMES A SMELTZER GROll
1314 MARQUETTE AVE APT 2108
MINNEAPOLIS MN 5540J
212-102-5353
PAGE 1 OF 2
STATEMEIIT
fROM 01~12~9$ THRU D2~D8~9S
FIND OUT 11011 voll CAN RECEIVE FAa LONG DISTAllcE TELEPliOilE CALLIIlG Tl11!
I/UEtl VOU OPEN A SPECIAL lS-IIOtlTH OR SPECIAL 2S-HOtlTH CERTIFICATE OF
DEPOSIT ICDI. FOR DETAILS, VISIT VOUR HEAREST HELLOII OFFICE OR CALL
1 BOO HELlOH-2.
RELATIONSHIP SUMMARY
DEPOSIT ACCOUNTS
PREHIU11 CHECKING IUTH IlITEREST
TO~AL
DA~E
1l.476.1&
31.476.15
lOAU ACCOVNlS
OUTSUIlOlIlG
,
PREMIUM CHECKING WITH INTEREST ACCOUNT 212.102.5353
l~cc~uiji-sUM..MARY ... .:... ,"_'" __'
OPEllltlG BAlAtlCE AS or 01112/95
TOTAL DEPOSITS AllD OTHER AOOITI~IS INCLUDING INTEREST CRIDITED THIS PERIOD
I9!AUl!.~ AND OTHIR HlTHDRAH!1LlNCLUOING FEES AIID CHlRr.rs THIS PERrOD
CLOSlIlG BALANCE AS or 02l08~95
. .1 ., .
_____.. ..,.__..10__" . ..___.....
..~_...__.....
-,
.....--
26,873.58
.,,850,57
-~...15W.Q....
SI,476,1S
AVERAGE ACCOIAlT MUIIeE
AVERAtE COllECTED BALANCE fOR A,aNAl PERCENTAGE YIElD [ARIlEO
YOUR AIDAlAL PERCENTAGE YIElD EARUIO fOR THIS STATttIWT PERIOD IS 2,02%
31,090.55
30,541.7~
~co-U-Hf..AC:rIVlf!.._~..' ,'..
DArt
EQStED DESCRIPTION
01/12195 OPEN1HO BALANCE
.. OJ,rIT,.'" . OUI4 r':Lum Ant ~ltWM/l.\l'r0070!3 -' - . - - -. ,--
UNION DEPOSIT IZ HARRISBURG PA .
01~IS KEllON ATH ~THDRAHAl 100Z6S'
HARRIS8URG HAIN }tARRISllIJRG PA .
CHECr. I Ens. . . . . . .
'-~"'-'!'-"
,: .
.__0- ....__.... . "
...-....-.--
DEPOSITS
AND OTHE R
ADDITIONS
CHICKS
AND OTHER
WITHORAI<ILS _
DAILY
aAlAIICE
n.873 .50
.----- . ..---
300,00
300.00
850.80
. . . - ...
ZS.4Z3.58
01~18/'S PAYHENT TO PERSONAL CREDIT lmE
1040145-20' . . .
01/~'/95 DEPOSIT
REF 10000000ll772Z57~
7'8.00
E4,625, &II
5.8JS.'1
@ rllollon B~.lk
PERSONAL BANKING SrATEMENT
EST OF ALICE F ADLER
JANICE F ADLER ORbN
JAMES A SMELTZER ORDN
01391
212-102-5353
PAGE 2 OF 2
PREMIUM CHECKING WITH INTEREST ACCOUNT 212-102.5353 (conlinued)
'J 1 -,- . l.....r--l-~..~.:..- jJ
LACC~~NT.iicTIV.n.Y ,-' L... _._._..... ",'" .'.:,.,_:"';:~_~..,
DATE
f2WlD
DlIn/95
01~n~95
DI~24195
01126/95
01~27/95
01/30/95
01/)1/95
OZlOE/95
DESCRIPTION
OEPOSIT
REF 100000008772E578
oun HELLOH ATIt I'ITIIDRAHAL 1004132
IIARRIS8URG HAIH IlARRISOURG PA .
01/2~ HAC 10TH "ITIIDRAHAl 1000204
HEST SIIORE PLA2A LE~VIlE PA
DEPOSITS CHECKS
>>10 OTIlER Alto OTIIE R
~DDITlONS HITHnR~HALS
5,010.00
30Q.00
300,00
120,00
300,00
300.00
. . . . , 300.00
300. DO
300.00
300.00
300.00
300.00
H.'O
,QP2!.
DAILY
OAlllICL
34,301.25
34,001,25
33.701,25
33.229,25
3l,929,25
32.029,25
31.729.25
31.429,25
02108/95
,
02108195
DEPOSIT
, .RU, '0000000404~2667.., _, ,..,
01/25 HAC 10TH HlTlIORAHlL 1000009
4200 DERRY STREET HARRISDURG PA
01/2' HAC ATII "lTIIDRAIIAL 000029&
I CREDIT UIlION h IIARRISDURG PA
01121 HELlON 10TH HITltDRAIlAL 100535~
IIARRISOURO HAIH'IIARRISOURO PA
01/20 HEllGH 10TH HITlIORAIlAL 1005123
CEDAR CLIFF CAIIP HILL PA . . .
01~29 HEllOH ATH "'ITIIORAHAl 10054Z'
CEDAR CLIFF CAH~ HILL PA , . .
01~30 HAC ATH "ITijORAHlL 1001'16
4Z00 DERRY STREET IlARRISOURG PA ,
01~31 HAC 10TH HITHDRAHAL 00001'3
HARRIS8URG E HAll IlARRISOURG PA .
OZ~OZ HAC ATH HITtlDRAHAl 000035'
SENATE AYE l tRrRO CAHP Hill PA
INTEREST CREDIT '
SERYICE CHARGE . I, . ,
CLOSING OAL>>ICE
Sl,.7'.1&
31.47',15
. YOUR HOIlT1llY SERYICE CIlARGt rOR TIlE snART ACCOUIT, Oot<US PLAN [ 15 OoJ
ISHDHtl TO TilE RIGHT I liAS DEEH HAIYEO OECAUSE YOU HlT TIlE DEPOSIT .... ~-
RElATIDfISHIP OlLAlICE REQUIREHENT.
,
~-' UMMARY -- . I" -, "., , I,... ~.----:--,..- --:--1
l~H::~ S __...._~~_.: .__' .... " '"';......-a-_... ~
~~Wl :~~ 0~~~~:~~~7:i~ICH[(:Kt AHOUIlT WERr/ICE No. ~Cllr.CKI AttOUIT REFERENCE HO.
..-. - ...., .-.....,.......~.."---___.tI._.....:...-.. . _ .
PLEASE USE THE ACCCWT RECDIlCIlEHEHT FDRH liM:.TEOiitl THEDACK-Of iins' ',...,.. ,.- . " "
STATE/lEHT TO ft~lANCE YOUR ACCOUNT.
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%F YOU HAVE QUE6TIO~S ABOUT THE INFORMATION CONTA%NED IN THIS STATE-
. MEHT~ PLEAS~ CALL C STOMER SERVICE AT OUR TELEPHONE BANKINO CENTER.
THE NUHBER TO CALL 6 1-800-222-9034.
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IN REI
ALICE F. ADLER,
AN ALLEGED INCAPACITATED 1
PERSON
COURT OF COMMON PLEAS
CUMBERLAND COUNTY
Orphans' Court Division
No.21-94-1095
APPIDAVIT
I, Andrew D. McCarthy, M.D., hereby declare and state the
following subject to the penalties of 18 Pa.C.S. 549041
1) Alice Foster Adler ("Mrs. Adler") suffered a
cardiac arrest on December 2, 1994.
2) Mrs. Adler was transferred to National
Rehabilitation Hospital in Washington, D.C. on January 9,
1995, where she came under my care.
3) , Approximately six (6) months have passed and major
cognitive and behavioral issues as well as motoric and self-
care issues still exist.
4) In regards to her cognitive abilities, Mrs. A~ler
still thinks she is only thirty (30) years old.
5) When questioned about her family, Mrs. Adler ~nly
refers to her daughter and son and has no independent
recollection of her parents or boyfriend.
S) When asked whether she does have a boyfriend, she
says she has a boyfriend by the name of "Dicter, n who iSI
I
I
also thirty (30) years old.
7) Overall, this patient continues to have severe:
cognitive dysfunction including judgment, insight, and
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memory impairments that would be between the moderate to
maximal level.
8) She is able to carry-on superficial conversation
but really has no way to make any orderly judgments.
9) She still requires twenty-four (24) hour
supervision for her mobility and self-care needs.
10) I am not optimistic that there will be any further
significant improvement and that Mrs. Adler ,needs her
guardians to be the sole decision makers.
11) It is my medical opinion that Mrs. Adler is in the
most capable hands due to the support from her children'and
their ability to understand the seriousness of the
situation.
12), Alice Adler is incompetent to make judgments for
herself and this most likely will be a life long condition
with little hope of improvement.
JV(\J).-1t /rfr ~
T An~ D. McCarthy. M. Eh./.
Dated:
2
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In re ALICE F. ADLER,
an alleged incapacitated
person
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21 - 94 - 1095
PETITIONER'S PRELIMINARY OBJECTIONS TO
RESPONDENTS' ANSWER AND NEW MATTER
AND NOW COMES Petitioner, D. George Parr, by and through
his attorney, James D. Cameron, preliminarily objecting to
Respondents' Answer and New Matter as follows:
I. FAILURE TO CONFORM TO LAW OR RULE OF COURT
UNDER PENNSYLVANIA RULE OF CIVIL PROCEDURE 1028(a1(21
1. 20 Pa.C.S. ~5518.l states "[t]estimony as to the
capacity of the alleged incapacitated person shall be subject to
cross-examination by counsel for the alleged incapacitated
person. II
2. Respondents have attached to their Answer and New
Matter, as "Exhibit B", a purported affidavit of Andrew D.
Mccarthy, M.D.
3. Paragraphs 38 through 44 of Respondents' New Matter re-
state the contents of Exhibit B.
4. The purported affidavit seeks to provide testimony as to
the medical condition of Alice F. Adler as it relates to her
capacity.
. ~ ,. "'" ,_~' ..~ ,..- , .~ ,-Jr~',",-'--,~, ~ ~f'!1 '
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5. The alleged incapacitated person, Alice F. Adler, has
never been and is not presently represented by independent
counsel; she has not been afforded her-right to cross-examination
of any testimony concerning her capacity, as is required by 20
Pa.C.S. ~5518.1.
WHEREFORE, Petitioner respectfully requests this Honorable
Court to strike the purported affidavit of Andrew D. McCarthy,
M.D., attached as "Exhibit B" and paragraphs 38 through 44 of the
New Matter.
Respectfully submitted,
J me
1 2~ North Front street
H isburg, PA 17102
(717) 236-3755
Attorney I.D. No. 58998
Attorney for Petitioner
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2
.
CERTIFICATE OF SERVICE
AND NOW, this 18th day of JUly, 1995, I, James D. Cameron,
hereby certify that I have served the foregoing Preliminary
Objections by mailing a true and correct copy by United states
first class mail, postage prepaid, addressed as follows:
Kristen L. Darke, Esq.
BUCHANAN INGERSOLL, P.C.
Post Office Box 12023
Harrisburg, PA 17101-2023
ur
D.
rney
I . No. 58998
1327 North Front Street
Harrisburg, PA 17102
(717) 236-3755
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In re ALICE F. ADLER,
an alleged incapacitated
person
I IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
.
.
I NO. 21 - 94 - 1095
BRIEF IN SUPPORT OF PETITIONER D. GEORGE PARR' S
PRELIMINARY OBJECTION TO RESPONDENTS'
ANSWER WITH NEW MATTER
I. Statement of Facts and Procedural Historv
On December 2, 1994, Alice F. Adler (also referred to as
"the ward") suffered a medical emergency, which included a period
of oxygen deprivation, and was hospitalized. On December 28,
1994, the ward's daughter and son, cynthia F. Adler and Charles
Adler, III, filed a Petition for Adjudication of Incapacity with
this Court.
Neither Myel' and Rebecca Foster, the ward's parents, nor D.
George Parr, the ward's companion and "significant other" of
approximately ten years, were served with original process with
respect to the Petition for Adjudication of Incapacity.
On February 2, 1995, following a hearing, the Court
adjudicated Alice F. Adler as incapacitated and appointed Cynthia
F. Adler and Charles Adler, III, as guardians of the person. It
further appointed Janice F. Adler, the ward's other daughter, and
James A. Smeltzer, CPA, as guardians of the estate.
Alice F. Adler, the alleged incapacitated person, was not
represented by an attorney in the guardianship proceeding; no
independent evaluation was performed prior to the adjudication.
The telephonic testimony of Andrew D. McCarthy, M.D., was not
subject to cross-examination.
On March 3, 1995, the guardians of the person placed the
ward in the Washington Nursing Home, located in WaShington, D.C.,
where she remains. Although the guardians of the person reside
nearby, Alice F. Adler has effectively been separated from the
home, friends, and family which comprised her life prior to
December 2, 1994. She is only sixty-three years old.
Responding to clear expressions by the ward of her desire to
return to her home, and observing improvement in her condition,
Myel' and Rebecca Foster and D. George Parr sought to obtain
medical information from the guardians of the person concerning
the feasibility of returning the ward either to her home or to a
local nursing facility. The guardians failed to provide this
information, and they refused to execute written consent forms,
thus denying the Petitioners effective access to the medical
records of the ward.
On June 2, 1995, Myel' and Rebecca Foster and D. George Parr
filed a Petition for Appointment of Counsel and for Independent
Evaluation, seeking to have the Court appoint an attorney to
represent the best interests of Alice F. Adler, and to
investigate this matter fully.
On June 5, 1995, the Court issued a Rule upon the guardians
of the estate and person, to show cause why the Petition for
Appointment of Counsel and for Independent Evaluation should not
be granted.
On June 28, 1994, Respondents' filed their Answer with New
Matter.
As a consequence of their advanced age and their frail
health, Petitioners Foster have directed the undersigned to
discontinue the action to the extent that they are Petitioners.
D. George Parr continues as a party in this action and has filed
a preliminary objection and this brief in support thereof.
II. statement of Issue
A. SHOULD THE COURT STRIKE THE PURPORTED AFFIDAVIT OF
ANDREW D. McCARTHY, M.D., ATTACHED AS "EXHIBIT B" TO THE ANSWER
AND NEW HATTER, AND ALSO STRIKE PARAGRAPHS 38 THROUGH 44 OF THE
NEW HATTER, BECAUSE THE PURPORTED AFFIDAVIT IS IN VIOLATION OF
THE RIGHT OF CROSS-EXAMINATION PROVIDED FOR BY 20 PA.C.S. SECTION
5518.1, AND BECAUSE PARAGRAPHS 38 THROUGH 44 MERELY RE-STATE THE
CONTENTS OF THE PURPORTED AFFIDAVIT?
(suggested Answer: YES.)
III. Araument
A. THE COURT SHOULD STRIKE THE PURPORTED AFFIDAVIT OF
ANDREW D. McCARTHY, M.D., ATTACHED AS EXHIBIT B TO THE ANSWER AND
NEW HATTER, AND SHOULD ALSO STRIKE PARAGRAPHS 38 THROUGH 44 OF
THE NEW HATTER, WHICH ARE RE-STATEMENTS OF THE INFORMATION
CONTAINED IN THE PURPORTED AFFIDAVIT, BECAUSE THE PURPORTED
AFFIDAVIT CONSTITUTES TESTIMONY CONCERNING THE CAPACITY OF THE
ALLEGED INCAPACITATED PERSON, NOT SUBJECT TO CROSS-EXAMINATION,
NOTWITHSTANDING THE EXPLICIT RIGHTS PROVIDED FOR BY 20 PA.C.S.
SECTION 5518.1.
Pennsylvania RUle of Civil Procedure 1028(a)(2) provides for
a preliminary objection in the nature of a motion to strike for
failure to conform to law or rule of court. In this case, a
particular statute contained in the Guardianship Act specifically
precludes the Court from considering testimony concerning the
capacity of alleged incapaoitated persons without allowing cross-
examination by counsel for the alleged incapacitated person. (20
Pa.C.s. !5518.1.)
Section 5518.1 uses the mandatory language "shall be subject
to cross-examination by counsel for the alleged incapacitated
person" .
Alice F. Adler is not presently represented by counsel and
has never been represented by counsel in this proceeding.
The purported affidavit and the related paragraphs
constitute testimony as to oapacity, not subject to cross-
examination.
There can be little argument that it would be improper for
the Court to consider the purported affidavit or the related
paragraphs. Accordingly, the Court should strike Exhibit B of
the New Matter and paragraphs 38 through 44 of the New Matter for
failure to conform with a rule of law, namely the statute
codified at 20 Pa.C.s. !5518.l.'
IV. Conclusion
The Court should strike Exhibit B and the related paragraphs
as being in violation of the rule of law contained in the statute
cited. The plain language of the statute requires the Court to
do so.
Moreover, the Petitioner's Petition seeks only to ensure
that the ward be afforded due process by the Court. The Court
need not oonsider the factual disputes raised to date by the
pleadings in order to act upon the Petition. Rather, the Court
'A check of Shepard's Pennsylvania Citations cites no cases
interpreting this relatively-new section. In this case, the
Court need look no further than the plain language of this
statute.
\-w~
should appoint counsel pursuant to 20 Pa.C.S. ~5511, without a
hearing, and direct counsel to investigate this matter fully, in
order to determine whether or not to seek a review hearing or to
contest the original appointment.
Respectfully sUbmitted,
~
J e
327. North Front street
isburg, PA 17102
(717) 236-3755
Attorney 1.0. No. 58998
Attorney for Petitioner
, -~ - -. --.-' . "'....-.-,..
CERTIFICATE OF SERVICE
I, James D. cameron, hereby certify that I have served a
true and correct copy of the foregoing Brief in support of
Petitioner D. George Parr's Preliminary Objeotions to
Respondents' Answer and New Matter upon the guardians of the
estate and person by first-olass mail, addressed as follows, this
18th day of July, 1995:
Kristen L. Darke, Esq.
BUCHANAN INGERSOLL, P.C.
Post Office Box 12023
Harrisburg, PA 17101-2023
J D. Cameron
1 North Front Street
H isburg, PA 17102
(717) 236-3755
Attorney I.D. No. 58998
Attorney for Petitioner
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.
JUL 1 9 1995;;......
.
IN RBI
ALICB P. ADLBR,
AN ALLEGED INCOMPBTENT
COURT OP COMMON PLBAS
CUMBERLAND COUNTY
Orphans' Court Division
No. 21-94-1095
BRIEP IN OPPOSITION TO PBTITIONER
D. GEORGE PARR'S PRELIMINARY OBJECTIONS TO
RESPONDENTS' ANSWER WITH NEW MATTER
NOW COME, Respondents Cynthia F. Adler, Charles Adler,
III, Janice F. Adler and James A. Smeltzer, through their counsel
Buchanan Ingersoll Professional corporation, and files the within
Brief in Opposition to Petitioner D. George Parr's Preliminary
Objections to Respondents' Answer with New Matter.
I. STATEMENT OP PACTS AND PROCEDURAL HISTORY
On December 2, 1994, Alice F. Adler ("Mrs. Adler")
suffered a cardiac arrest and was deprived of oxygen, resulting
in significant and permanent cognitive disability. Because of
Mrs. Adler's inability to make decisions for herself, Cynthia F.
Adler and Charles Adler, III, two of Mrs. Adler's three children,
filed a petition for Appointment of Guardians.
This Court determined at a hearing on February 2, 1995
that due to Mrs. Adler's impaired state, it was proper to grant
the Petition and appointed Cynthia F. Adler and Charles Adler,
III as co-guardians of the person and Janice F. Adler and
James A. Smeltzer, CPA, as co-guardians of the estate.
-~" ""..,~.,,,_ ., <,,]::tIi'Jflilifl!if6~;~"~~~'~'!.'!~,~ow''''ff~/;,~''''''''~';;'''1'~~~'''' ~,,':!~:><"':"r
Although Mrs. Adler was initially hospitalized in
Central Pennsylvania, she was transferred to National
Rehabilitation Hospital in Washington, D.C. under the care of
Andrew D. McCarthy, M.D. and since March 3, 1995, has been
treated at The Washington Home. Both Cynthia Adler and Charles
Adler, III reside in the area.
Although petitioner claims that Mrs. Adler has
demonstrated "clear expressions" of a desire to return to her
home, she has no understanding of where she last resided. There
are many days when she does not even recognize her own family or
confuses their identities. The "significant improvement"
referred to by petitioner is difficult to imagine.
In one context, there have been improvements in that
Mrs. Adler can speak and can walk with assistance, which she was
unable to do for some time. However, her cognitive disabilities
remain at a maximal level with little hope of improvement. In
fact, Mrs. Adler still receives nutrition from a feeding tube as
she does not have the cognitive ability to chew and swallow.
petitioner D. George Parr convinced Myel' and Rebecca
Foster, Mrs. Adler's parents, to join with him in filing a
petition for Appointment of Counsel and for Independent
2
Evaluation. I
This Court isoued a Hule to Show Cause and on
June 28, 1995, Respondents filed an Anower with New Matter.
Petitioner filed preliminary Objections and HeBpondents' Drief is
now offered on the issue of whether Dr. McCarthy'o testimony
should be excluded.
II . ARGUMENT
THB COURT SHOULD NOT STRIKB THE AFFIDAVIT OF
ANDREW D. McCARTHY, M.D., AS THIS MBDICAL
TBSTIMONY IS RBQUIRBD UNDER THB STATUTORY
PROVISIONS.
Petitioner asserts that this Court should not consider
the Affidavit of Andrew D. McCarthy, M.D., Mrs. Adler's primary
treating physician, because Mrs. Adler is not represented by
independent counsel. While Petitioner is correct in his
assertion that this section has Leen cited in no Pennsylvania
case law, it would be illogical to hold that the Court should not
'While Petitioner claims he was denied access to medical
records, no requeot was made until after the original Petition
was filed. As plenary guardians, the Respondents had no
obligation to provide Petitioner with a copy of Mrs. Adler's
medical records. To the contrary, when it became clear that
Petitioner was manipulating Mrs. Adler in her vulnerable state,
they had a duty to act in Mrs. Adler's best interests and
withhold this information.
Further, it seems incredible that Mr. and Mro. Foster have
discontinued the action duo to their "advanced age and frail
health." To the contrary, Mr, and Mro. Foster have expressed
that they are satisfied with the care being rendered by the
children.
3
consider Dr. McCarthy's medical conclusions in light of other
relevant statutory provisions.
Section 95511(a) of the Incapacitated Persons Act
leaves it to the discretion of the court as to whether an alleged
incapacitated person must be represented by counsel. "In
aoorooriate cases, counsel shall be appointed to represent the
alleged incapacitated person in any matter for which counsel has
.
not been retained by or on behalf of that individual." 20
Pa.C.S.A. 95511(a) (emphasis added). In this case, the Court has
not exercised its discretion to appoint independent counsel as it
was apparently satisfied that Mrs. Adler's children were acting
in her best interests.
Further, the Court has a duty in all cases to make
findings of fact concerning "the nature of any condition or
disability which impairs the individual's capacity to make and
communicate decisions" and the "extent of the individual's
capacity". 20 Pa.C.S.A. 95512.1(a) (1 and 2).
Petitioner filed his original Petition for Appointment
of Counsel and for Independent Evaluation on the basis that Mrs.
Adler's medical condition had significantly changed. ~
Petition at , 10. In order to establish or review the extent of
incapacity, medical testimony is obviously required. Further,
4
the most qualified physician to render this opinion is
Dr. McCarthy as Mrs. Adler's treating physician.
Respondents have never asserted that Dr. McCarthy will
not make himself available for cross-examination either by the
Court or petitioner if either feel necessary. However, to bar
Dr. McCarthy's testimony would lead to the following result. If
Petitioner's argument is accepted, llQ medical testimony could be
offered to the Court on the basis that Mrs. Adler does not have
independent counsel. The Court then would have to determine the
need for independent counsel and independent medical examination
solely on the basis of Petitioner's assertion that Mrs. Adler's
medical condition has improved significantly, even in light of
medical testimony clearly establishing that Mrs. Adler remains
incapacitated and in need of her guardians.
while it would inure to Petitioner's benefit to have
the Court accept his self-serving statements that it need not
consider the factual disputes because he only seeks "due process"
for Mrs, Adler, the facts cannot be ignored. petitioner is not
acting with the best interests of Mrs. Adler in mind, but is only
seeking to exert his influence to convince Mrs. Adler of their
"engagement. " As is evidenced by Dr. McCarthy, the children have
demonstrated their ability to make the most appropriate medical
decisions for Mrs. Adler with only her best interests in mind.
S
If this Court determines a need for independent counsel
and a medical examination based on blind allegations of
Petitioner, the only result will be further depletion of Mrs.
Adler's estate funds. This is particularly significant in light
of the approximately $6,500.00 which has already been withdrawn
by Petitioner without approval.
WHER3PORE, Respondents request that this Court deny
Petitioner's Preliminary Objections and dismiss the Petition for
Appointment of Counsel and Independent Evaluation as frivolous
pursuant to 20 Pa.C.S.A. ~5512.2(a).
Respectfully submitted,
BUCHANAN INGERSOLL
PROFESSIONAL CORPORATION
By:~d lJu.k
Kr1sten L. Darke, Esquire
Attorney 1.0. No. 66962
30 North Third Street
Eighth Floor
Harrisburg, PA 17101
(717) 237-4800
Attorneys for Respondents
Cynthia F. Adler, Charles
Adler, III, Janice F. Adler
and James A. Smeltzer
Dated: August -Ul--, 1995
6
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CBRTIPICATB OP SERVICE
AND NOW, this IO~ day of August, 1995, I, Kristen L.
Darke, Esquire, hereby certify that I this date served the within
Brief in Opposition to Petitioner D. George Parr's Preliminary
Objections to Respondents' Answer with New Matter by depositing a
copy of same in the Unites States mail, first class, postage
prepaid, at Harrisburg, Pennsylvania, addressed to the attorney
or party of record as follows:
James D. Cameron,
1327 North Front
Harrisburg, PA
Esquire
Street
17102
BUCHANAN INGERSOLL
PROFESSIONAL CORPORATION
~~a~
Attorney 1.0. No. 66962
30 North Third Street
Eighth Floor
Harrisburg, PA 17101
(717) 237-4800
HBOI; Darka, Krill."; 28250
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August 30, 1995
Court Administrator
Cumberland County Court House
1 Courthouse Square
Carlisle, PA 17013
Rei In Re Alice F. Adler
Docket No. 21-94-1095
Dear Sir or Madam:
please be advised that the above case was listed for oral
argument by counsel for Petitioner, James D. Cameron, Esquire.
During a recent conversation with Mr. Cameron on August 29, 1995,
in which I inquired about a date for oral argument, Mr. Cameron
advised me that the argument occurred on August 16, 1995. My
time records reveal that I attempted to call Mr. Cameron on
August 16, 1995 and that my telephone call was not returned. I
finally spoke to Mr. Cameron on August 21, 1995, and he again did
not mention the argument. It was my understanding under Local
Rule 210-4 that the Prothonotary furnishes notification of the
date and time to all attorneys who have cases listed for
argument. Alternatively, I was advised by Pauline in the
Orphans' Court that Mr. Cameron had the obligation to notify me
of the argument date cincc he licted the matter for argument.
I did not receive notification from either Mr. Cameron or
the Prothonotary advising me of the time and date for oral
argument. While I feel comfortable relying on the Brief
submitted, I wanted to notify the Court of the underlying
circumstances so as not to appear disrespectful. If the Court
feels it is necessary to have reargument or has any questions, I
would be happy to make myself available.
,-
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Court Administrator
August 30, 1995
Page 2
Please forward this letter to the Judge who heard argument
on this matter. Thank you in advance for your attention to this
matter.
Very truly yours,
~ rA. DOtt-~
Kristen L. Darke
KLD/kc .
cc: ~norable Judge Harold E. Sheely
James D. ,Cameron, Esquire
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JAMES DURYEA CAMERON
^TTOkNtY'^T.l^w
1327 NOktll FkoNr Sr."r
ll^kkl"UMl. P'NN$YLV^NI^ 17102
I'on OfficE Dox 15006
fI^kIUsaUkG. II^ 11105.0000
LICENSED IN aOTllI'ENN$YLV^NI^
^ND ",^kYL^ND
TELEJ1HONE. (111J 230.3756-
fACSIMILE, (111) 332.2347
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August 31, 1995
Thomas E. Cheffins, Court Administrator
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
Re: In re Alice F. Adler
No. 21-94-1095
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Dear Mr. Cheffins:
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This is in response to the correspondence of Attorney
Kristen L. Darke of August 30, 1995, impliedly blaming me for Ms.
Darke's failure to appear at the oral argument upon the above-
captioned case held on August 16, 1995.
First, as to the suggestion that I did not return her
telephone call, my office received her August 16th telephone call
during the time I was in Carlisle for the scheduled argument.
Second, as to the suggestion that I had an obligation to
notify Attorney Darke of the listing of the hearing, I hereby
represent that I complied with Cumberland county Rule of
Procedure 210-2, by promptly serving a copy of the praecipe for
Listing upon Ms. Darke. (I also served a copy of my Brief upon
her. )
l'
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.
,
~
Third, Cumberland County RUle of Procedure 210-4 requires
the Prothonotary (not opposing counsel) to notify other counsel
of the listing of a case for argument.
Fourth, allow me to point out that opposing counsel (who in
fact filed her Brief timely) could have referred to the Court
Calendar for the date of the argument, and could have telephoned
your office for the time of the argument, as was done in this
case by my office.
.....-.....'.. r.....
f~'" 1. ~
Finally, let me Bay that I shall give Attorney Darke the
benefit of the doubt, and I shall not construe her misguided
letter as constituting an improper attempt to sway the Court in a
pending matter.
JDC/s~
co: ~ne Hon. Harold E. Shaely
The Hon. J. Wesley Oler, Jr.
Kristen L. Darke, Esq.
Mr. D. George Parr
Sincerely,
Jff:' ~~~~
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ALICE F. ADLER
SCHEDULE OF CURRENT PRINCIPAL
DECEMBER 9,1995
Cash
Munlclpal Bonds - Prudantlal- Summit TE Bond Fund
Daferred Annuity. Life of Virginia
Shearson Fireman Fund (AME><)
IRA . Prudential
Marketable Securftles
400 shs Amgen
2640 shs PNC Bank
500 shs Texaco
400 shs Intel Corp
450 shs Oracle Systems Corp
512 shs Dauphin Deposit Trust
488 shs Keystone Financial
8GO shs Walmart
lOGO shs Sun Rise Leasing Corp
400 shs Cisco Systems Inc
5GO shs Intematlonal Game TeChnology
300 shs Exxon Corp
73 shs Johnson & Johnson
lGO shs Prfme Bancorp
70 shs Motorola
250 shs Sun Mlcrosystems
823,5 shs Franchise Finance Corporetlon of Amerfca
Total Marketable Securftles
Real Estate and L1mltad Parfnershlos
Aircraft Limited Partnership at Cost
Mendlk Real Estate Limited Partnerhslp at Cost
Balcor Realty Invostment 84 Serfes II Partnership at Cost
Zal Really Partnership, Capital Account
Albefore Realty Partnership, Capital Account
Adler Joint Venture, Capital Account
F Ress, Inc, (30% of Capital Balance)
Govanors Gate Real Estate Partnership at Cost
Welts Real Estate FUnd II at Cost
Total Real Estate and Limited Partnerships
1964 Jaguar
Personal Residence
Total Prfnclpal
55.180
28.875
32,500
15,000
21,500
23.750
77,220
39,250
22.700
19,089
15,744
15,189
13,350
3,125
29,850
5,375
24,338
8,242
2,G25
3.990
11.408
18,779
329,402
15,000
30,000
10.000
135,187
(231,873)
99,320
(1.000)
25,GOO
12,GGO
93,834
10,500
285,GOO
871.571
-
ALICE F. ADLER
SCHEDULE OF CASH RECEIPTS AND DISBURSEMENTS
FEBRUARY 2 TO DECEMBER 9, 1996 _
MedIcal Expense ReImbursements
PartnershIp Draws
Dlrectora Fees
Dividends
Interest
Retum on Investment
Procaeds from Sale of MunicIpal Bond
Royce Regency Bondholder Lltlgetlon Income
Distribution from Charies Adler II Trust
Miscellaneous Income
Total Receipts
Car pymt
Gasoline pymt
Utilities
Credit Card pymt
Legal & Acetg
Dues
Contributions
Mise
Loan Repayment, Don 011I (Dec95)
Managment Fee, Don 011I (Monthly)
Managment Fee. Chas Adler & Son
Managment Fee, Pa Comm Prop
Postage
Jim Snyder, Mslntenance
George Parr
George Boyer & Sons
Ladd Handford
Locksmith
Aqua Specialists
Betty Foster
Harrisburg Patriot News
Other
Total Miscellaneous
Trevel
Insurance
Loans to Chas III
Real Estate Tax
Medical
Income Taxes
Loan Payment to Mellon Bank
Bank Fees, Mellon Bank
AdminIstration Fees: JanIce and Cynthia
Gifts: JanIce, Cynthia, Charile. Rebecca Foster
Total Disbursements
Net Change
89,G75,31
84,577.23
18,058,88
12,522,59
414,54
198,03
35,000,GO
1.193.88
83,000,GO
500.00
282,538.22
5,434.02
1,732,53
4,284.01
20,858,82
28,383,00
754,73
2,891,50
20.127.00
l,357.GG
1,973,75
1,800,00
128.GO
2,538,70
200.GO
585,81
340.31
290,02
994.94
775,GO
48,30
811.45
31,77G.28
3,917.GO
2,103,70
12,500.00
3,929,90
83,317.34
28,G85,OO
l,598.GO
90.00
14,000,00
4G,OOO.GO
285,585,83
(3,047,81)
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CERTIFICATION OF NOTICE UNDER RULE 5.6-/'AI
Name of Decedent:
Alice F. Adler
,"
Date of Death:
12/09/95
'>J
Will No. 1994-01095
Admin. No. 2194-1095
';,
To the Registerl
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 January
16, 1996:
t_o
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Address
1118 Enterline Ave.
Harrisburg, PA 17110
1314 Marquette Avenue
Minneapolis, MN 55403
3417 Dent Place N.W.
Washington, D.C. 200G7
205 Chester Avenue
Annapolis, MD 21403
Notice has now been given to all persons entitled t
exception.
Rebecca Forster
Janice F. Adler
Date:
{I/6/f~
Signatur
Charles Adler, III
Cynthia Adler McKee
Name:
Address: Buchanan Ingersoll
professionalCorooration
30 North Third Street
Eiahth Floor
Harrisbura. PA 17101
Telephone:
(717) 237-4800
Capacity:
Personal 'Representative
Counsel for Personal
Representative
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Buchanan In~rsoll
'lRIII'ItSSION^I. enRIIf)R^lIUN
AlIorneyl
Jelfrty A. EnlleD
717.23701151
Valll.l'ln:
30 Nonh Third 5"..,
D1lhlh Ploor
lI.rrlobolJ, PA 17101.2023
TtI.pho.OI 717.23701100
Pu, 717.233ollll2
March 6, 1996
Register of Wills
CUmberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
REI Estate of Alice F. Adler, Deceased
No. 1994-01095; Pa. 2194-1095
Dear Sir or Madam:
Please find enclosed a check to your order as Agent for the
Commonwealth of a prepayment of $85,000 toward the inheritance
taxes of the Estate of Alice F. Adler. Mrs. Adler died on December
9, 1995, and this prepayment is intended to be made within the
three months of her death.
Kindly return your receipt for this payment in the enclosed
self-addressed envelope at your earliest opportunity.
Thank you for your kind attention.
--
1'IlIabUflh a namlbUfI a Ilhlladl'lphla a Miami a T.mplla 1....lnl'lon a l'rlnC't"lon a Burralo
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RECEIVED BY //;,';,']'1 . /;(1"-,,,;
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MARY C. LEWIS .
REGISTER OF WILLS
30 N THIRD STREET
HARRISBURG, PA 17101
!STATE 'NfORMATlON.
!'I E UMBER
U 21-1994-109:5
!'I NAME Of DECEDENT (LAST)
~ ADLER ALICE F
II DAT Of PAYMENT
II POSTMARK 114TE
COUNTY
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DATE OF DEATH
REMARKS
II TOTAL AMOUNT PAID
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C/O DUCHANAN INGERSOLL
CHECKII 90
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Application for Extension of Time To File a Return
and/or Pay U.S. Estete (and Generatlon.Sklpplng
Tmnsferl Toxes
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JANICE F. ADLER ET AL
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SELIGMAN, FRIEDMAN & COMPANY, P.C.
C~nIlFIED f'UDLIC ^CCOUNlAN1S
September 9, 1996
Bureau ofIndivldual Taxes
Inheritance Tax Division
Dept. 280601
Harrisburg, PA 17128-0601
./ Register oCWilIs
One Courthouse SqlUlfC
Cumberland County Courthouse
Carlisle, P A 17013
Re: Allee F, Adler e:2/-tI 4- - /D9S"
SSN 171-28-0172
Fonn REV-1500 Inheritance Tax Return
Date of Death: December 9,1995
To Whom It May Concern:
Murray O. Friedman, C.P.A.
Robarl N. Lavy, C,P.A.
Edward L, Wahamyar, C.P.A.
Jemae A. Smeltzer, C.P.A.
Pelar Ferende.Oledr1ch, C.P,^,
Rob.rl S, F,ead, C.P,A.
Jeck Molot, C.P.A,
Oevld a. Phllllpe, C.P.A.
Merle E, EUanbergar. C.P,^,
John J. Cardello, C,P.A,
CeMn J, Wegner. C.P.A.
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We respectfully request an extension oCtlme to file the Pennsylvania Inheritance Tax Return Cor
Alice F. Adler which is due September 9, 1996. An extension until March 9,1997 Is requested.
Additional time Is needed to gather the necessary inConnation to file a complete and accurate
return,
We are enclosing a payment oC 57,000 Cor the expected inheritance tax liability. Also enclosed is
a copy oCthe Cedeml estate tax return extension Fonn 4768,
Please call me at (717) 761-0211 if you need additional infonnation at this time.
Sincerely,
SELIGMAN, FRIEDMAN & CO., P.C.
...
YJ'aUQ M. (4~nCW\
Diane M. Ridenour, CPA
enclosures
cc: Janice F, Adler, Executrix
l'.AnnISBURO
209 SenIle Avenue
C8mp Hil, PA 17011
(717) 76H1211
F8IC (717) 9715-9750
LANCASTER
600J Eden Rood
Lanc:allor, PA 17601
(717) 660-178$
F8IC (717) 660-152\
STATE COLLEOE
1.23 Nofth Atherton Slreet
Slal. Colloge, PA 16803
(814) 2:J8.8474
Fe, (814) 234-3523
'.
YORK
2550 Klngllon llood
YOIIe, PA 17402
(717) 7$7.!5611
F8IC (717) 7M-2067
o
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BUREAU OF INDIVIDUAL TAXES
DEPARTMENT 28060l
HARRISBURG, PA l7120-0601
September 17. 1996
DIANE M RIDENOUR CPA
SELIGMAN PRIEDMAll AND CO PC
209 SENATE AVE
CAMP HILL PA 17011
Dear Me. Ridenour I
ReI Eatate of Alice P. Adler
File No.1 2194-1095
This is in response to your request for an extension to file
the Inheritance Tax Return for the above-referenced estate.
In accordence with Section 9136(d) of the Inheritsnce and
Estste Tax Act of 1995, the time for filinB the return is extended for
an additionsl period of six (6) months. This extension will avoid the
imposition of a penalty for failure to make a timely return. However,
it does not prevent interest from accruinB on any tax remsining unpaid
after the delinquent date.
The return must be filed with the ReBister of Wille on or
before March 10, 1997. Because Section 9136(d) of the 1995 Act sllows
for only one extra period of six (6) months, no sdditional
extension(s) will be Branted that would exceed the maximum time
permitted.
Sinc,erely,
I} l~ (! ,'il1~J1;~r
7,{J101tn C; Murphy, Chief /
t,.' Inheritance Tax Division'
S-ITIINH83
91JHI248
C" 1:]. ~
COKHONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAMES
.HtIEAITAHCE TAM DIVISION
DE.PT. nUll
HARRIS.URa, PA 1"2'-0601
NDTflE OF INHERlrANCE TAM
APPRAISEHE'.,.. ALLOWANCE DR DISALLOWANCE
0: DEDU' ,IDHS AND ASSESSHENT OF TAX
DATE
~STATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
07-14-97
AOlER
12"09'9~
21 94-1095
CUMBERLAND
101
A.aunt R..ttt.d
JAMES A SHELTZER
SElIGMAN ETAl
209 SENATE AVE STE 65
CAMP HIll PA 17011
c..
-
I.,.".,..", It..."
ALICE
F
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THI8 LINE ~ RETAIN LOWER PORUON FOR YOUR RECORDS ....
iiiV': isii7"EX--Af'p-rili-:97'nilcifici:--ciF--fNHEiiifANcn'Aic-1ipjiii1iiiiEifiNi'-;-,Urciiiiiiici-jjii------------u----
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATI! OF AOlER ALICE F FILE NO. 21 94-1095 ACN 101 DATE 07-14-97
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Fun.ral Expan.../Ad.. COIl./Hlle. Expan,.. (Sch.dul. H) (9)
10. Dobh/Hodaoao L1obiUtl../Li.n. ISch.dul. II llOI 121.611,00
11, Totol Doductlon. 1111
12. Net Value of hx R.turn (12)
1S. Ch.rltabl./Cav.r~.nt.l aequa.t. (Schedul. J) (1S)
lit. Nat Vdu. of ht.t. Subjeot to rax (4)
NOTE I If an a..es.msnt was issusd previously, line. 14, 15 and~or 16, 17 and IB will
reflact figure. that include tha tot81 of ALL I'eturnll eaae.llad to date.
ASSESSHENT OF TAXI
15. Aaount of Line 14 at Spou..l
16. Aaount of Line 14 t.xable .t
17. A.ount of Line 14 t.xabl. at
11. PrIncip.1 Tax Du.
TAM RETURN WAS, I XI ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAI8ED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I Eat.t. (Schedule A)
2. Stock. 8nd Bond. ISch.dul. B)
5. Clo..ly H.ld Stock/P.rtn.r.hlp Int.r..t ISchedul. C)
4. "orta_a.'/Not.. Rec.lvabl. ISchedul. D)
5. C..h/Bank Depositl/Hllc. Per.on.l Property ISchedul. E)
6. Jointly Own.d Property ISch.dul. F)
7. Traneflr. ISchedul. 0)
e. Totel A...t.
r.t.
LIne.l/CI... A r.te
Coll.t.r.l/CI... 8 r.t.
TAX CREDXTSI
PAYHEHT
DATE
03-05-96
09-09-96
RECEIPT
HUHBER
AAU2589
AA146708
OISCDUNT III
INTEREST/PEN PAID (-I
4,473.68
.00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
I I CHANGED
111
121
131
141
151
161
171
285.000,00
340.073,00
978.000,00
53.780,00
186.889,00
45.628.00
,00
181
HOTEt To In.ur. prop.r
credit to your .ccount,
.ub.it the upp.r portion
of this forM with your
t.)( p.y.ent.
1.889.370.00
307.01~ 00
1.582,355.00
.00
1.582,355.00
.00
94.941.00
.00
94.941.00
96,473.68
1.532.68CR
.00
1,532.68CR
IF TOTAL DUE IS LESS THAN 'I. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE ~IDE OF THIS FDRH FOR INSTRUCTIDNS,I
185.404.00
1151
1161
1171
,00
1.582.355.00
.00
X .00.
X .06.
X .15.
1181
AHOUHT PAID
85,000.00
7,000.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
:"1:) .
'r-o'
,n 1-'
.....
N
f..l
1"""0";
r- '::i
.'1...... p, 'J
u: Uc.
REI[RVATIONI [.t.t.. of dle.dent. dying on Dr b.for. D.e.~.r II, 19., -- If any future Int.r..t In the ..tat. I. tran.f.rr.d
In po.....lon or enJDyaant to CI... I Ceollat.r.l) banaflel.rl.. of the dlcadent .ft.r the ..plratlon of any ..t.t. fDr
Ilf. or fDr v..r., the C~.lth hereby ..pr...ly r...rv.. the right to eppral.. and ...... tran.f.r InherItance T....
.t thl l...ful C.... . Ccoll.t.r.U r.t. on any .UCh future Int.r..t.
P\JIIPOIfl ..
NOTICE I To fulfIll the r....lr....,t. Df IHUon ZlftO of thl Inherltanc. and E.t.t. Ta. Aot, Act 'I Df 1"1. cn P.I.
IIctlon tUG,.
PAVHrNTI Detach thl top portion of thl. Hatlc. and .~It wIth your p.yeent to thl RIgl.t.r of NIII. prlntad on the r.v.r'l .Id..
..".... chick or ItDf1eV order p.vllbl. tal REOIBTER OF MILLS, AOEHT
REfUND CCA) I A refund of a tl. ar.dl t, which .... not rlq\M.t~ on thl TIJC bturn, ..y be rI.,..tld by eo.pl.tlng an "application
for R.fund of P.nn.ylvanl. Inherltanc. and [.t.tl T.x" CAtV-I,IS). Appllcltlon. ar. av.llabl. It thl Offlc.
of the A..I.t.r of Willi, any of thl IS R.v~' DI.trlct Dfflc.., or by c.lllna thl .p.cl.l I.'hour
an.werlng ..rvlc. nuablr. for for.. orderlngl In Pann.ylvanl. 1-IOG-S6'-'GIO, out.ld. Pann.vlvanl. and
within locII H.rrlsburg ar.. C7ln 711-10"', TOOl Cl17) n,-,n, IHearlng IIp.lrM Only).
DIJECTIDHSI Any plrtv In Int.r..t not ..tl.fl~ with the appr.I....nt, .llowanc. or dl..llowanc. of d.ductlons, or .......ant
of t.x IlnclUdlng dl.count or Int.r..t) .. .hown on thl. Hatlc. au.t obJ.ct within .I.ty (60) d.v, of r~.lpt of
thla Hotlc. bVI
--..rlttan prot..t to the PA D.p.rt.ent 0' R.vynua, lo.rd of Appe.ls, Dept. 211011, Harrl.burg, PA 171"-1011, OR
--al.ctlon to h.v. the ..tt.r det.ralned .t audit of thl .ccount of the p.r.onal r.pr..ant.tlv., OR
--app..l to the Orphan.' Court.
"'1"
lSTRATlVE
CDRRf:CTIDHSI
DIICDUHTI
factual .rror. dl.cov.rld on this I......ant ahould be addr...1d In writing tal PA Dap.rtaant of R.v~,
lur..u of Individual TIX", ATTNI Po.t A......ant Rlvl.w unit, Dapt. 21D6Dl, HlrrllbUr., PA 17121-0601
Phone (717) 7.7-6105. s.. pag. 1 of thl bookl.t "In.tructlon. for Inherltanc. T.. A.turn for. R..ldant
DlcadantM (REV-lS01) 'or an ..plan.tlon of ~Inl.tr.tlv.lv corrHtllbl. .rrar..
If any t.. due I. p.ld within thr.. (S) c.landlr .unth. .ft.r thl dec.dlnt'. de.th, . flv. parcant (IX) dl.count D'
thl t.. p.ld I. .llow.d.
POIAL TV.
ThI .5~ t.M .-na.ty non-p.rtlclpatlon penalty I. coaputad on the tot.. 0' the t.. and Int.r..t ......Id, and not
p.ld bafor. January II, .996, thl flr.t d.y .".r thl .nd of the t.. .1M.tv period. Thle non-p.rtlclp.tlon
pen.lty Ie IPPI.I~I. In the .... .lMIIr and In thl thl .... UII period .. you would appl.l the ta. and Int.r..t
that h.. blan ......Id .. Indlc.tad on thl. not lei.
INTUESTI
Int.r..t I. cherged b.alnnlng ..Ith flr.t d.y of d.llnquancv, a~ nln. (.) aonth. and one (I) d.y froe the d.t. of
de.th, to thl d.t. 0' p'v-ant. T.... ~Ich bee... delinquent blfar. J~.rv 1, I'" bI.r Int.r..t .t thl r.tl of
.IM C6~) p.rcant p.r ~ ealculat.d It . dilly rlt. Df .000164. All taM" ~Ich bIcaaI delinquent on and .ft.r
J~rv 1, 1'.' will b.ar Int.r..t at a r.t. ~Ich will v.rv froe c.landlr v..r to c.land.r v..r with that rat.
announc~ by tM PA Dap"t.."t of A.",InU'. ThI appllcebll Inter..t rat.. far 1.11 through 19" ".,
!!!r Int.r..t R.t. D.ltv Inhr..t Factor :!!!r Int.rest R.t. D.lly Int.r..t FactDr
19., zn .OODlU 1.17 'X .DOOl47
1915 lOX .OODUa 1'''-1''1 IIX .OOUD1
19n IIX .OOOUI I99Z OX ,OOU47
1915 ISX ,OODU6 1995-1"" n .OOD19Z
I'.' In .DOOU' 1995-1997 ox .DDD247
--Int.r..t h calcul.tld .. follow..
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
"-Anv Notle. h.ued .Uar the tlX blcoa.. delinquent will r.flHt 11'I Int.r..t cllcul.tlon to flft.." (15) dav'
beyond thl dlt. of the ........"t. II p.-,.ant Ie ncM .U.r thl Int.r..t coarput.Uon data thown on the
N6tlc., addltlon.1 Int.r..t .u.t bI c.lcul.t~.
BUREAU OF INDIVIDUAL TAXES
ItH:RlTAHCE TAX DIVISION
DEPT. 210601
HAAAlllUAO, PA 111'1.0'01
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
JAMES A SMELTZER
SELIGMAN ETAl
209 SENATE AVE STE 65
CAMP HILL PA 17011
DAT!
ESTATE OF
DAT! OF DEATH
FILE NUMBER
COUNTY
ACN
08-04-97
ADLER
12-09-95
21 94-1095
CUMBERLAND
101
A.aunt R..Ht.d
c....
*'
t".IU'''''' III.m
ALICE
F
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To lnaure proper credit to your account, .ub.lt the upper portion of thl. for_ with your tax p.yaent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORUON FOR YOUR RECORDS ....
'Ri'Ii:UiiWix"AFP-Coi-:97y------...ii-fiiifERiYA'iii:E"TAif"s'i'iiTEilEtif-iiF"ACCOUNf--iii..---------------------
ESTAT! OF ADLER ALICE F FILE NO.21 94-1095 ACN 101 DATE 08-04-97
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAKED ESTATE. SHOWN BELOW
IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIOURE.
DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT, 07-07-97
PRINCIPAL TAX DUE, 94,941,00
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-06-96 AA112589 4,473.68 85,000.00
09-09-96 AA1467D8 .00 7,000.00
07-11-97 REFUND .00 1,532.68-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN 'I,
HO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI,
YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
94,941.00
.00
.00
.00
~~~.l
,.,
',;
, ,
;.~' I
,
.-. ..:>
(Ju
PAMNTI
DetMh thII top portion of thl. NoUe. Md subIIlt with your p.pent ... pey-.bl. to tM "... .. Mdn..
printed an the r.v.n. .1....
If RfllDEHT DECfDEHT _. check or HMV ard.r p.v-.bl. to. REGISTER OF WILLS, AGENT.
If NOH.RE:SlDEHT DECfDlHT ... check or IOneY ardu p.y-.ble to. COHttONWEALTH OF PENNSYLVANIA.
RUUND (CR)I A refund of . tlb cr.eUt, which we. not requa.ted an U. h. Return, NV be r.qu..ted bV cDIPleUng an
"Appllc.Uan for R.fU'ld of Pennnlv..,l. lnherltenc. MIl E.t.t. fl." (MV.UU). App1lceUan. .r. .v.U-.ble et
thl OffiCI of ttMi R.,I.ter of YUh, ..,vof the n Rev..,..,. District Offle.. or frM tM D.put.."t', n.hour
en.werlng ,.rvle. nueblr. far for.' arderlngl In Penn.vIY,"le 1.100.)61-1050, out.lde Penn.vIY"'.'
end within loc.. Herr.lburg .r.. (711) 117.1094, TOO' (717) ",.llSl ute.rlna lap.lred anlv).
REPLY Tal DU..UDn' rlgllrdlno .rrorl contelnad on this noUe. shOUld... addra..ad tOI PA a.put.."t of R.venue. IUrI'"
of Individual T.x... ATTNt po.t A......tnt R.vl.. unit. O.pt. 110601. H.rrl.burl, PI 17111.0601, phone
(117) 717.6505.
D1SCcx.lTI If any tax due h p.ld within thr.. (5) calend.r aonthl .fter thl dIe.dent'l de.th, . flv. ,.rcent CUI dhcount
of the t.. p.ld J. .llowed.
PfNllTYI The 151 talC ..-.ty non-PlrtlolplUan ,.nIttV' I. COllPYted on tM tot.l of the t.. end lnterad ......ad. end not
p.ld Mfor. J.....ry II, .996, U. first ~v .ftlr thl end of the tIX ..,..ty ,.rlod.
lHTDlESTI Inter..t.. ctwlr~ beQlMlna "Ith first daV' of dellnquencv, or nine (,) ""th. end one (1) ~y 'rOl the "-te 0'
d..th, to the Nt. of PI)'Hnt. T.... '-hlch baCMI delinquent before J..-.u.ry I, 19., belr Intu..t .t thl r.t. of
II. (6X) perc....t ptIr ~ caleuletad et . dlUy rat. of .DlIl64. All te)l" '-hlch bK.. dellnqulf1t on end .fter
JlnUlry 1, 1912 ..Ill beer Inter..t .t . r.t. which ..111 yerV' frOll cllander w..r to cellndar v..r with th.t nt.
emounced by the PA o.perh...,t of Rlv""', rhl appllcebla Inter..t nt.. far I'll through 1"' .ral
V..r lnter..t A.t. D.lly Int.r..t Feetor Vur Inter." R.ta Dellv Intere.t Feetor
1'12 ..X .OOOSU 1917 .. .DDn47
1911 1" .DDDUI 1'".199. UX .DDUIl
It.. UX .ODD501 199' .. .DDOI47
19I5 1" .0DDS56 1"5-1994 7X .DDIl9Z
1'" lOX . DOn14 1"5.1997 .. .oDn47
"-lnter..t h c.leul.ted .. fallowll
IHTEREBT . BALANCE OF TAX UHPAID X HUKBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
"Any Notice l..u.d .fter the t.. bleaMl cs.Unquent "Ill rlUHt an Inter..t calculation to ,1ft.." (15) "-y.
bevond the date of the .........,t. If p.Y8Int II ..... .fter the Inter..t coeput.tlon dlt. shown on U.
Hotlc., addltlonlll Int.r..t aull be c.lcul.tad.
JAMES A SMELTZER
SELIGMAN ETAl
209 SENATE AVE STE 65
CAMP HILL PA 17011
COMMONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF DETERHINATION AND
ASSESSHENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILl! NUHBER
COUNTY
ACN
~.
/".- 'J ~ ,?
:J" ;5 .')
BUREAU OF INOIVIDUAL TAMES
UIIUITAHCl 'AX DIVIIION
DEP1'. 210601
UARRIIIURa. PA UUI.OU.
11"41'"&''111.'''
07-14-97
ADLER
12-09-95
21 94-1095
CUMBERLAND
201
A.ount R..t tt.d
ALICE
F
HAKI! CHECK PAYABLE AND REMIT PAYMI!NT TOI
REGISTER OF WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To tnlura propar oradit to your account, aub.lt the upper portion of thla for_ with your tax pay..nt.
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILI!S ~
REii=48ii-EX--AFP--(oi:-97j-----.-.-NiificE--OF--nEri!RHiN"ATioii-AN-n-AiiiESS-HENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASI!D ON FEDERAL ESTATI! TAX RI!TURN ..
ESTATE OF ADLER
ALICE
F FILE NO.2l 94-1095
ESTATE TAX DETERMINATION
ACN 201
DATE 07-14-97
1, Cr.dit For st.t. D.ath Tax.. a. V.rifi.d
72.943.00
2. P.nn.ylv.nia Inh.rit.nc. T.x A......d
(Excluding Di.count and/or Int.r..t)
90.467.32
3, Inh.rit.nc. T.x A......d by Oth.r Stat..
or T.rritori.. of the Unit.d Stat..
(Excluding Di.count and/or Int.r..t)
.00
4. Tot.1 Inh.rit.nc. Tax A......d
90.467,32
S. P.nn.y1v.nia E.tat. Tax Du.
.00
TAX CRI!DITSI
PAYMENT
DATE
RECEIPT
NUMBER
OISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
0,
S".:?
'"
1-,
"
~
N
".J
I=--l
')
"JI
~.
;.1
00 TOTAL TAX CREDIT .00
BALANCE OF TAX DUI! .00
INTEREST AND PEN. .00
TOTAL DUI! .00
-IF PAID AFTER TNIS OATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED
FOR CALCULATION OF ADOITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I
_1IF
NOTICEI
To ,u1fUl the r...lr..."t, of SIOtlon 2141 Ib) of the lm-rUMes Md Elttt_ 'IW Aot, Act 21 of Uti.
UI P.I. .ICtlon 'IU).
PAnENT I
OetKh ttM top portlon 0' thh Hottel -"' lubIllt with ~our ply.,nt to tM blllt,,. 0' "U" printed on tM
,.VU.. IIctl.
n H_I check or 110I'I11 ordn p.~.l. tal REGISTER OF MILLS I AGENT.
REFUND ItA). A r.fund of . tlM cractlt "V b, r.qua.ted by coaplttlng en ~Appllc.tlon (or R,fund 0' Penn'Ylv~l'
IntMrUMCI Met E't,t, 'I.- UttV-tsU). Appllutlonl In IvaUIbI. It the Office of the hllst., of MUll,
MY 0' thl IS Revenue DI.trlot O"lc.. or frol thl Olp.rt-.nt'l "-hour Mlwer!n. ..rvlel ~r. for 'or.. ordlrl""
In P~'Ylvlnl. 1-100-362.2050, out.lct. Plnnlyl".,,11 and within lOCI. Harr.,burg .r.. (717) '.7-10",
TOD' (717) 7ft-2tSt IH..rlng J~.lr.d Only).
OBJECTIONS. Any ,.,tv In 1nt.r..t nat ..tl.fl.et with thl .......ent of te. .. ~ on thl. notlc. .ay obj.ot wSthln
.I.ty (6a) d.y. of rac.lpt 0' thl. Hotlc. by.
--wrlUIIn prot..t to the PA D.part..nt 0' Rn.nu., Bo.rd 0' App.'II, n.pt. nUll, Il.rrhburll, PA 11In-Ull, OR
--.llcUna to h."" thl ,.U..,' dahr.ln,d It .udlt 0' the p.rsonll rapr"lInt.U",e, OR
--eppeel to the Orphan.' Court.
ADMIH-
IITAATlVE
CDAA(CTIOHS. fectuel Irror. dl.co",.r.d on thl. .......ent .hould b. .ddr....d In writing tOI PA D,p,rt.."t of R'",~,
Bur.au of Indl",ldull Tu.., ATTNI po.t A.......nt Anl,w Unit, D,pt. Zaa6al, Hlrrlsburg, P' 17121-0611,
Phone (7171 7"-6SD5. S.a p.g, 5 of tha bookllt "In.trucUon. 'or Inherltllnee Ta. A.turn 'or. A..ld,nt
D.e.d.nt" (REY-Isal) for en ..pllnltlon of adalnl.tr.tly.lv corr.ctlble error..
PENAL TVI
Th. ISX t.. .ane.ty non-pertlclp.tlon pllnalty I. co.,ut.d on the tot.1 of thl t'M and Int'r..t ......Id, and not
p.ld b.fore Janu.ry II, 1996, the flr.t dlY .ft.r the .nd of thl t.. .-n..ty p.rlod. Thl. non-Plrtlelp.tlon
PM.ltV I, app..labl. In the .... ..nn., and In tha the .... U.. p.,lod .. you would appIII the ... and Intar..t
that h.. b.." ......Id.. Incth:.hd on thlt notice.
INTERUT.
For d.t.. 0' de.th on or after U-S-9l, P.oosvlv."l. E.t.te TalC b..ad on the fad.ral Elt.ta Ta.
r.turn bKOH' dellnqu.nt .t the ..plraUon of nln. (09) lonth. froe the d.t. 0' dllth.
For d.ta. of d..th prior to 10-S-'I, p.nn.yIYant. E.t.t. T.. b..,d on thl F.dar.1 (.t.ta TIIC return
bacou, d.lIncpJWlt .t thl e.pltltlon of elght..n nl) eonth. 'rD. thl d.ta of d..th.
Ta.a. which b.c... d.lln~t btfor. Janu.ry I, I'IZ b..r Int.r..t .t thl r.ta of ,IIC (6~1 parc.nt p.r ~
c.lcul.t.d .t a d.lh rat. of .000164. All t.... which bee... d.lInquent on or ,ftar JlI'IUarV I, 19" ..Ill b..r
Int.r..t It e r.t. whIch will y.ry fr~ celand.r y..r to c.land.r y..r wIth th.t r.t. announced by tha P'
Dep.rt.ant of A.venut. The appllcabl. Int.r..t rat.. for 191Z through 1997 .r',
V.., Inter..t Rat. D.Ily Inbr..t Factor V..r Int.,..t Rata O.llv Inter..t F.ctor
I,IZ 2DX .DDD548 1911 9X .000l47
1915 "X .OOOUI 1911-1991 1IX .OOOSD!
1964 1IX .DOO5OI 1992 'X .000lH
1915 \JX .DOO556 1991-199~ 1X .000192
1916 lOX .000l74 1995-1997 'X .000lH
--Inter..t I. c.lculattd .. followlI
INTEREST. BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
."Any Notic. I..uad .ft.~ tM tIM b.co... dallnquent ..UI rafl.ct an Intar..t c.lcul.tlon to flft.." US) dey.
beYond the d.t. of thl ........nt. If p.vaent I. ..d. aftar th. Intare.t coaput.tlon d.ta .hown on thl
Notlc., additional Int.r..t ....t be c.lcul.tltd.
c_ ,. ,,-,,,,,,,,,,,,,,,u'
:\'-?:'F~]:i~'~1?t~:[~t~1~~~~r1~~~~'-~' ":
.
cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
.
l
f
Datel 11/01/2005
ERNICO JEFFREY A
3401 N FRONT ST
PO BOX 5950 .
HARRISBURG, PA 17110-0950
REI Estate of ADLER ALICE F
File Number I 1994-01095
Dear Sir/Madam:
It has come to my attention that you have n)t filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/09/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~t.,,,j!~
GLENDA FARNER STRASBA~ ~
REGISTER OF WILLS
CCI File
Personal Representative(s)
Judge
':1
Cumberland county - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone I (717) 240-6J45
Date 1 11/15/2005
JANICE F ADLER
1314 MARQUETTE AVE
MINNEAPOLIS, MN 55403
RE: Estate of ADLER ALICE F
File Numberl 1994-01095
'Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent 's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/09/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
GLENDA FA~~ER STRASBAUGH
REGISTER OF WILLS
,
cc: File
Counsel
Judge
.:;...,:"t;o;'T,,,,~'.i..~"""~~,,,,:'H'~'r; .
Cumberland County - Register Of Wills
One Courthouse Square
Carlisl~, FA 17013
Phone I (717) 240-6345
Datel 11/15/2005
CYNTHIA ADLER MCKEE
205 CHESTER AVE
ANNAPOLIS, MD 21403
REI Estate of ADLER ALICE F
File Number: 1994-01095
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/09/2G05
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~=~
REGISTER OF WILLS
cc: File
Counsel
Judge
~/:C-
Cumberland County - Regieter Of Wille
One courthouse Square
Carlisle, PA 17013
Phone: (717) 24 G - 634 5
Date: 11/15/2005
CHARLES ADLER III
3417 DENT PLACE N W
WASHINGTON, DC 20007
RE: Estate of ADLER ALICE F
File Number: 1994-01095
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/09/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~~~
{..-
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Counsel
Judge
i
I
vt I
. .
cumberland County - Register of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
~"
Datel 11/15/2005
CYNTHIA ADLER MCKEE
205 CHESTER AVE
ANNAPOLIS, MD 21403
RE: Estate of. ADI,ER ALICE: F
File Number: 1994-01095
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
t
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by: 12/09/2005
Your prompt attention to this matter will be appreciated.
Thank You.
~
~.
':~
r
Sincerely,
';
~=~
REGISTER OF WILLS
,
..
',:'
~,
r
~
cc: File
Counsel
Judge
, .
\.,/
~
-
Regislet. of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Estate No.:
.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules. I report the following
with respect to completion of the administration of the above-captioned estate:
I, State whether administration of the estate is complete:
Yes 0 No 0
2. If the answer Is No, state when the personal representative reasonably believes thst
the sdministration will be complete:
3. If the answer to No, I is Yes. state the following:
a. Did the personal representative file a fmal account with the Court?
Yes 0 No 0
b. The separate Orphans' Court No, (Ifany) for the personal representative's
account is:
c, Did the personal representative state an account Informally to the parties in
interest? Yes 0 No 0
c. Copies of receipts, releases. joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report,
Date:
Signature
~'I
Name
Address
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
,
..."-. --.........-.... ~'-
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ACN
ASSESSMENT I!'
CONTROL ~
NUMBER
RECEIVED FROM.
&
AMOUNT
JANICE F ADLER
1314 MARQUETTE AVE
101
.7,UUU.OO
MINNEAPOLIS. MN 35403
.
IOtOHUr
POUJ "fI'
1
,
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ESTATE INfORMf<TION,
Ell M
SSN 171-28-0172
(FIRST) MIl
21-1994-1095
m AME Of D EDENT (LAS
m ADLER ALICE F
II n PAYMENT
m POSTMARK I
COUNTY
CUMBERLAND
DATE Of DEATH
REGISTER OF WillS
m TOTAL AMOUNT PAID .7.000.00
DO
'J y;/
RECEIVED BY - ,,-'..<1/ ,>.Ie-
1/ /, t,
MARY c. LEWIS -.(/j'II"J:Jd/l y.
REGISTER OF WILLS U
REMARKS
JANICE F ADLER
SEAL
CHECKtl 1033
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10131209022005
ROW621
File No 1994-01095
Decedent ADLER ALICE F
Cumberland County - Register Of Wills
PA File No
Pllge 1
9/02/2G05
2194-01095
Docket Entries
D/E Date
No. Filed
001 12/15/95
PETITION FOR PROBATE AND GRANT OF LETTERS TESTAMENTARY
OATH OF PERSONAL REPRESENTATIVE
OATH OF NON SUBSCRIBING WITNESS
002 12/21/95 OATH OF WITNESSES NON SUBSCRIBING
DEATH CERTIFICATE
003 12/28/95 DECREE OF PROBATE AND GRANT OF LETTERS TESTAMENTARY
REFER TO ORPHANS COURT
,
004 01/17/96 CERTIFICATION OF NOTICE UNDER RULE 5.6(A)
005 03/06/96 INHERITANCE TAX PYMT
PAID - 85tOOO.00 ACN - 101 RECEIPT - Gl12589
BUCHANAN NGERSOLL ATTYS
006 09/09/96 INHERITANCE TAX PYMT
I PAID - 7,000.OG ACN - 101 RECEIPT - 0146708
JANICE F ADLER
007 09/10/96 APPLICATION FOR EXTENSION OF TIME TO FILE A RETURN AND/OR PAY
US ESTATE TAXES
008 09/25/96 EXTENSION TO FILE INHER. TAX RETURN
TAX DKT 15PAGE 75 LINE 2
009 12/31/96 INHERITANCE TAX RETURN TAX DOCKET 15 PAGE 75 LINE 2
010 07/21/97
011 07/21/97
REV 1547 NOTICE INH TAX APPRAISEMENT
Docket: 15 Book: Page: 75.00
REV 483 NOTICE DETERMINATION FED EST TAX RETURN
TAX DKT 15 PAGE 75 LINE 2
012 09/15/97 REV 16G7 INH TAX STATEMENT OF ACCT ACN 101
TAX DKT 15 PAGE 75 LINE 2
013 12/01/99 STATUS REPORT 6.12 INCOMPLETE
014 11/29/00 INCOMPLETE STATUS REPORT 6.12
. .'-
Cumberland County - Register Of Wills
One courthouse Square
Carlisle, PA 17013
Phone. (717) 240-6345
Date. 11/15/2005
JANICE F ADLER
1314 MARQUETTE AVE
MINNEAPOLIS, MN 55403
RE. Estate of ADLER ALICE F
File Number. 1994-01095
Dear Sir/Madam.
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
wills a Status Report of completed or uncompleted administration.
This filing is due by. 12/09/2005
Your prompt attention to this matter will be appreciated.
Thank You.
ze~~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
CC I File
Counsel
Judge
. <_ t.' "_,,.._- ---...-.-.
. .
.
Regi..tet. ofwlll.. of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
Estate No.:
.
Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, 1 report the following
with respect to completion of the admlnlstmtion of the above-captioned eslllte:
I. State whether admlnlstrlltion of the estate is complete:
Yes 0 No 0
2. If the answer is No, state when the personal representative rCll50nably belleves that
the administrlltion will be complete:
3. If the answer to No. lis Yes, state the following:
a. Did the persOllol represenllltive file a fmalaccount with the Court? '
Yes 0 No 0
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal represenllltive state an account infonnally to the parties in
interest? Yes 0 No 0
c. Copies ofreccipts, relellSes,joinders and approval of fonnal or infonnal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report,
Date:
Signature
~..
Name
Address
Telephone No.
Capacity: 0 Personal Representative
o Counsel for personal representative
" '-''''-~:,''=~~,h6.=-f;.~-G;..,~~b:P.:~~_-.~t~~':-i-,,{;f.;;;~''~~~;:'~:''~- 7- .1-"";/-<'~YL&~
.'
10131209022005
ROW621
File No 1994~01095
Decedent ADLER ALICE F
I"~
Cumberland County -Register Of Wills
PA, File No
p,ge 2
9 02/2005
2194'-01095
,
i
'f
015 11/2G/G2 INCOMPLETE STATUS REPORT 6;12
i
,
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. ,_, .._~_...c..'_'._"_"'''''''' ~-":.I__...........__~_
C-
l'LEAS~ Jo'(LI~ TillS IlIWOIl'(' WI'J'IIIN '('\VO mAilS 0(0' DATg (W 1JJ;A'('lIlmOAIlI1Lm.;s 01' 'I'Im S'I'A'I'US (W
'I'Im ~S1'ATK w TIm ~S1'A'l'g IS NOT COMI'I,ln(w.l'lI.g A 0,12 FOIlM mAIU.Y UNTil, COMI'LI,:nON,
STATUS REPOR')' UNDEH HULE 0.12
Namo or Decedent: Allco F, Adler
Date or Death:
December O. 1005
WlII No. 2t-1004-01005 Admin, No.
Pursuant to Rulo 0,12 or the Supreme Court Orphans' Conrt Hules, I report the
rollowlngwlth respect to completion or tho administration or the nbove-cnptloned eslate,
1.
State whether administration or the estate Is complete:
Yes_ No.1L
2, If the answer Is No, state when the personal rcpresentatlve reasonably
bellevcs that the administration will be complete: Unknown
3. If the answer to No, 1 Is Yes, stnte the rollowlng:
No -1L
a. DId the personal representative rile a nnalllccount with the Court? Yes_
nccountls:
b. The separate Orphnns' Court No. (lr nny) ror the personal representative's
c. Old the personnl representlltlve state nn nccountlnrormally to the parties
In Interest? Yes -1L No_
Date:
~
~llltul'e
---
.Jertrev A. Ernlco
Name (Please type or print)
340t North Front Street. P.O. Box 5050
Address
-
('-.j
t:-:
Harrlsburl!, PA t7ttO-0050
LJ
f3,l
---'j
17t7\ 232-5000
Telephone
.'
, -
i"'1,
1,)'
Capaelty:
_ Personnl Rcpresentatlve
. .: :;
I.)C
..x... Counsel ror Personnl
Representlltlve
2OM:IO
:""?Y'",;,.tt-,>,,_.,
;
CI
STATUS REPORT UNDER RULE 6.12
Name of Decedent I Alice F. Adler, deceosed
Date of Deathl December 9. 1995
Will No.
21-1994-01095
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estatel
1. State whether administration of the estate is complete I
Yes No X
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete I uncertsin st this Hms
3. If the answer to No. 1 is Yes, state the following I
a. Did the personal representative file a final
account with the Court? Yes No
b. The separa te Orphans' Court No. (i f any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attache report.
Datel I(~~
u
;;~ (i!
CJ: .,.~
!3
~ --:-:J
'~~ :::
bd
Jeffrev A. Ernico
Name (Please type or print)
3401 N. Front Street, P.O. Box 595G
HsrrisburR. PA 17110-0950
Address
C~
N
.~
( 717 I 232-5000
Te 1. No,
Capacity:
Personal Representative
X Counsel for personal
representative
(HAH I rmU AM3)
STATUS IlEPOHT UNDlm HUI.E 6,12
oK
~v"
I'U~Sg 1'11.1> TillS ImpOHT WI'I'IIIN TWO YllAHS (W DATI'; OI~ IJEATlllmOAllI)WSS 01" THI~ STATUS 01'
nm I~S'I'Am, IJo' T/II~ ESTATE IS NOT COMPLlmm, JlII,E A 11,12 FOHM mARlS UNTil. COMPI.BTION,
Nnme er Decedenl: Alice F, Adler
Dale or Death:
December O. 1005
WlllNe,
Admin. Ne, 21.\004.01005
Pursuant to Rule 0.12 of the Supreme Court OrphlU1s' Ceurt Rules, I repert the
follewlngwlth respect to cemplellon or the admlnlstrallon of Ihe above.captloned
eslate,
1. State whether administration or Ihe eslale Is complete:
Yell_ No.JL
2, If Ihe answer Is No, slale when Ihe personal representallve reasonubly
believes Ihut the admlnlslratlon will be com pIe Ie: Two vears
3. If the answer 10 No. lIs Yes, slale the following:
u. Old the personal rellresenlatlve me u flnul account wllh Ihe Court?
Yes_ No_
b, The separale Orphans' Court No. (If any) for Ihe personal
representative's account Is:
e, Old the persenal representutlve stale an uccount Informnily 10 the
parties In Interest? Yes _ No_
d. CopIes of recelpls, releases, joinders and approvnis eC Cormnl er
InCormal accounts may be flied wllh Ihe Clerk of the Orphans' Courl and muy be
allnched to this report,~_ :.;.-? __.~.
Date: November 10.2002 _ _
~ ure
_.~.'-
I"-
f.r::
.Jerr.'ev A. Ernlco, ESClulre
Name (Please type or prlnl)
~.
N
3401 North Front Street. P,O, Box 5050
Address
--.
,'"'
Harrlsburl!, PA 17110-0050
;1:
t..J
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cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phonel (717) 240-6345
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Datel 11/05/2002
JANICE FADLER
1314 MARQUETTE AVE
MINNEAPOLIS, MN 55403
RE: Estate of ADLER ALICE F
File Number: 1994-01095
As per the AMENDMENTS TO SUPREME COURT ORPHANS I COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/09/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
ce:
J File
Counsel
Judge
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I'I.I,^SI~ 1"11." 'I'IIIS IlEI'OIl'l' WITIIIN 'I'WO mAilS Clio' DA'I'E OF ImA'I'lIlmllAllIlJ.liSS OF 'I'IIE H'I'A'I'US 0J0' c:-"" i"
Tim ESTA'I'K II' 'I'lm ES'I'A'I'E IS NOT C;OMI'I.I';l'Im, FiLl'; A (J,12 FOII~1 mAIlI.Y UNTil. C;OMI'I.I;'I'ION, ;) F-.,
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STATUS REPORT UNDER HUI.E 6,t2
Name or Decedent: Allee F. Adler
Date or Death:
December 0, 1005
Will No,
Admin, No. 21-1004-01005
Pursuant to Rule 0.12 or Ihe Supreme Coul'l Orphans' Court Rules. I reportlhe
rollowlng with respect to complellon or the administration or the above-captloned
estate,
t. State whelher administration or the estate Is complete:
Yes_ No..lL
2, Ir the answer Is No. state when the personal representative rellBonably
believes that the administration will be complete: '!\vo to three veal's
3. Ir the answer to No. I Is Yes. state the rollowlng:
a. Did the personal representative rile a !lna) account with the Court?
Yes_ No_
b. The separate Orpbans' Coul'l No, (Ir any) ror the personal
representative's account Is:
e, Did the personal representative state an accountlnrormally to the
parties In Interest? Yes _ No_
d, Copies or receipts, relellBes. Joinders nnd approvals or rormn) or
Inrormal accounts may be riled wllh the Clerk or the Orphans' C 18
attached to this report,
Date: Januarv 28, 2002
.Jerrrev A. Erlllco, Esouire
Name (Pleuse type or prlllt)
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Address
Jlarrlshura, PA t7t 10-0050
(717\ 232-5000
Telepholle
Capacity:
_ Personu) Representative
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Represelltatlve
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Estutc No.: 21-1994-01095
ORPIIANS' COURT DIVISION
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY
PENNSYLVANIA
In Rc: Estlltc of AI.ICE F. ADLER
Lllte ofWOItl\lLEYSnUnG nOROUGII
NO,21-1994-1I1095
NOTICE OF FAILURE TO FILE STATUS REPOIrr AND IU~QUEST TO CONDUCT A
IIEARING PURSUANT TO RULE 6.12, SUI'IU~I\IE COURT OIU'''ANS' COURT RULE
Pcrsonul Rcprcscntlltivc:
Counscl for Pcrsonul Rcprcscntlltive: .JEFFlmY A. ERNICO, ESQ.
Dutc of Dcccdcnt 's Deuth: 12-9-95
Dlltc ofDclinqucncy Notice: 11-15-2001
Thc undcrsigncd, Mllry C. Lcwis. Registcr of Wills, in uccol'dllncc with Rulc 6.12,
Suprcmc Court Orphllns' Court Rulcs, hcrcby notifics thc Orphllns' Court Division, Court of
Common Plclls of Cumbcrlllnd County, tlmt ncithcr thc lIbovc nmncd pcrsonlll rcprcscntlltivc nor
thc lIbovc nllmcd counsel for thc pcrsonlll rcprcscntlltivc hllvc filcd with thc Rcgistcr of Wills or
Clcrk ofthc Orphllns' Court his, hcr or its StlltUS Rcport rcquircd by Rulc 6,12, Suprcmc Court
Orphllns' Court Rulc IInd thllt thc rcquisitc notice. pursullntto Rulc 6,12, Suprcme Court
Orpllllns' Court Rulcs. WllS givcn by the Rcgistcr of Wills on 11-15.2001, lInd tlmt thc tcn (10)
dll> noticc to file thc Stullls Rcport Ims cxpircd. Accordingly. in nccordllncc with Rulc 6,12 thc
COlTt is hcrcbv Ilotificd ofsm:h dclinqucncy und thc undcrsigncd rcqucsts tlmt u Court conductn
hcnring to dctcnninc whcthcr snnctions should bc imposcd upon thc dclinqucnt pcrsonul
rcprcscntlltivc or counscl for thc dclinqucnt pcrsonnl rcprcscntntivc,
Dntc: 1-3-2002
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Distribution:
Pcrsonlll Rcprescntntivc
Counscl for Pcrsonnl Rcprcscntutivc
Estutc Filc
..11.t ~.61 J~..b~l;{ q: ~eJ
A hcnring is schcdulcd for 'nt In Courtroom No, 3. Ifthc Stntus Rcport is filcd
prior to thc henring dntc. thc henring willllutol11l1ticully bc Cll~ (
/
C!.~- I-:;(J-d~
091048081595
ORC621
Case No 1994-01095
Cumberland county - orphans Court
Page
1
Case Namel
ADLER ALICE F
Age 62
Docket Entriee
Filed
12/30/94 1 PETITION TO ADJUDICATE INCAPACITATED AND APPOINT GUARDIAN
CITATION AND CERTIFIED COPY
1/17/95 2 AFFIDAVIT OF SERVICE
2/02/95 3 ORDER OF COURT APPOINTING GUARDIANS -CYNTHIA F. ADLER AND
CHARLES ADLER, III -CO-GUARDIANS OF THE PERSON.
JANCIE F. ADLER AND JAMES A. SMELTZER CO-GUARDIANS OF THE
ESTATE.
2/07/95 4 ORDER OF COURT
4/05/95 5 ROLL 5 BATCH 569 PAGES 1 THUR 11
3/03/95 6 PROCEEDINGS HELD BEFORE THE HONORABLE HAROLD E. SHEELY, P.J.
IN REI TELEPHONE CONFERENCE OF ANDREW MCCARTHY,M.D.
NOT PHOTOGRAPHED
6/02/95 7 PETITION FOR APPOINTMENT OF COUNSEL AND FOR INDEPENDENT
EVALUATION.
6/05/95 8 RULE TO SHOW CAUSE
6/09/95 9 CERTIFICATE OF SERVICE
6/28/95 10 ANSWER AND NEW MATTER TO PETITION FOR APPOINTMENT OF COUNSEL AND