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PETITION FOR GRANT OF LETTERS OF ADMINISTRATION
Eslale of
also known as
tll\ROLD E. REI\GI\N
No.
To:
DrC(,'Q.rrd.
Register of Wills fnr the
CoullIY of CUMBERLAND In the
Couunouweallh of Pennsylvania
Social Security No. 711-07-6144
The petlllon of the undersigned respectfully represcnts that:
Your petllloner(s), who Is/are 18 years of age or older, 01'1'1 y
d.b.o.
(d.b.n.; pendente lIle; durante abicnllll; duranl!: mlnnrllDIC)
the above decedent.
for lellers of administration
on the estate of
Deeendent was domiciled at death In CUMBERLAND County, Pennsylvania, with
~ is IllStfal)1l1y or principal res.t~~nce at Manor Care Health Center. Carlisle, PA .
~ ~~ 1i~ (Ilu 5Iree', number and munlclpalll~)
Deeendent, then 92 years of age, died April 6. .19 QR ,
at Manor Care Health Service , Carlisle. Cumberland County. Po. 17nI1_.
Decendent at death owned property with estimated values as folllows:
(If domiciled In Po.) All personal property
(If not domiciled In Pa.) Personal property In Pennsylvania
(If not domiciled in Pa.) Personal property In County
Value of real estate In Pennsylvania
slluated as follows:
$ 1,14Q.nn
S
S
$
Petitioner whoafter a proper search hII!!- ascertained that deccdentleft no will and was survived by
the following spouse (if any) and heirs:
Name Relationship Residence
Kenneth Tall
Dolores Adam
Mar Lou Malles
ne hew
niece
niece
Carlisle, PA 1701
Arizona 85281
Phoenix, Arizona
85018
21 Green Meadow Dr.
1726 Aster St. Tern e
3746 E. Cam bell Av.
THEREFORE, petitioner(s) respectfully request(s) the grant of lellers of administration In the
appropriate form to the undersigned.
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21 Green Meadow Drive
Carlisle. PA 17013
/6 -/-.y
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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The petltloner(s) above-named swear(s) or arnrm(s) that the
statements in the foregoing petition are true and correct to the best ~
of the knowledge and belief of petltloner(s) and that as personal ' C;
representatlve(s) of the above decedent petltloner(s) will well and ;g E
truly administer the estate according to low.
~:f~~: n:~ th~~ arnrT8~H and SUb~~ib~~ f ~ ~u~tlg,/
MAY 19~ 71- t:rof1ln Mp~rfntJ n,..
'-7YJ n", 6 l'.L 1:i'~A Register L r.nrli n 1.', PA 1 7n 11
No.
21-95-554
Estate of
HAROLD E. REAGAN
, Deceased
GRANT OF LETTERS OF ADMINISTRATION
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AND NOW MAY 18 19~. in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that Kenneth Talley
islare entitled to Lellers of Administration, and In accord with such finding. Lellers of Administration
for the Eatate of Harold E. ReaRAn
are hereby granted to Kenneth Tallev
In the estate of
Harold E. Reaaan
'nJnn,..l (l ~n":'. n...plJoQ.~
U R'sl.." of WUI. I .\
FEES
Lellers of Administration ..... $
Short Certificates~ 1) .... . .. ... S
Renunciation ..<..>............ $
JCP $
TOTAL _ $
Filed ...... W':~ . ..1.~ .. .... A.D.
Susan J. Otto 1.0. U 65184
ATTORNEY tSup. CI. 1.0. No,)
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3.00
10.00
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19-2!L-
T,.."inn 'QnfJ, rn...1:f.D1ft. llA 17013
ADDRESS
717-249-7780
PHONE
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21-95-554
RENUNCIATION
In Re Estate of
HAROLD E. REAGAN
dec:eased.
To the Rqister of Willi of
CUMBERLAND
CounlY, PeMSylvanla.
The undenlsned
MARY LOU MALLES, niece
of
the abovc decedent, hercby rcnounce(s) the right to administer the estatc and respectfully ask(s) thaI Lcttm
of Administration
be IUUM to
Kenneth Tal]~
WITNESS c--". ~ _ ..... ft
(\ ..po. .. - handthls~daYOf '{'t\-,~ ,19Q'i\-.
OFACIAL SEAL
. DIANE C. LEES
NdaryPubllc._otAdzonl
MARICOPA COUNTY
MyConvn.&jliosN...12, lW8
f."'.a:^,.,.. ~ ..p..,
(51IJ111ur.)
Mary Lou Malles
3746 E. Campbell Ave.,
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IN THE HATTER OF
HAROLD E. REAGAN,
An Alleged Incompetent
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
.
.
.
.
: NO. 21-95-554
IN RE: HEARING DATE IS SET
ORDER OF COURT
AND NOW, this 6th day of September, 1995, it is
ordered that an additional hearing shall be held in this case in
Courtroom Number Two on Monday, October 2nd, 1995, at 1:30 p.m.
Notice of the hearing shall be provided to the
intestate heirs of Harold E. Reagan, who are:
Mary Lou Malles
3746 East Campbell Avenue
Phoenix, Arizona 85018
Delores Adam
1726 Aster street
Tempe, Arizona 85281
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Karla Long
clo Mary Lou Malles
3746 East campbell Avenue
Phoenix, Arizona 85018
By tho co~r , I
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Robert L. O'Brien, Esquire
For the Petitioner
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IN THE MATTER OF:
HAROLD E. REAGAN
AN ALLEGED INCOMPETENT
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 21-95-554
ORDER OP COURT
AND NOW, this b'le--. day of October, 1995, upon review of the
proceedings in the Circuit Court of the Thirteenth JUdicial Circuit of
the state of Florida, No. 95-0612 A, concerning Harold E. Reagan,
a/k/a Harold Eugene/M-89, DOB-05/05/05, and having received testimony
from Kenneth H. Talley, an adult individual and the proposed
Pennsylvania Plenary Guardian of the Estate and Person of Harold E.
Reagan, the Court finds by clear and convincing evidence that:
1) Harold E. Reagan is presently domiciled in the Commonwealth
of Pennsylvaniar
2) The Petitioner, Kenneth H. Talley, is a person interested in
the welfare of Harold E. Reaganr
3) Harold E. Reagan suffers from dementia and is disoriented as
to place, time, situation and has no idea of his estate or resources
and accordingly, is totally incapacitated and in need of plenary
guardianship servicesr and
4) The Petitioner, Kenneth H. Talley, is an appropriate
individual to serve as Plenary Guardian of the Estate and Person of
Harold E. Reagan.
Accordingly, it is Ordered that Kenneth H. Talley is appointed
Plenary Guardian of the Estate and Person of Harold E. Reagan. When
the funds from Mr. Reagan's estate are exhausted due to his cost of
care and appropriate amounts have been set aSid~r he allowed
personal expense account and funeral and burial nt, the Guardian
shall submit an accounting of the funds that he, received and
spent. <S1Z/ '
. BY THE COuR 0
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IN ~riE MATTER OF
HAROLD E. REAGAN,
An Alleged Incompetent
.
.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. ~/- QS-!iCIf
ORDER OF COURT
AND NOW, this2t~fday of July, 1995, upon consideration of the
annexed petition, it is Ordered and Decreed that a Citation be
awarded, directed to Harold E. Reagan, to show cause why he should
not be adjudged an incapacitated person and a guardian appointed;
hearing to be held in Courtroom NO.5, Cumberland County
Courthouse, Carlisle, Pennsylvania, on the 6th day of September,
1995, at 1:30 p.m.
At least 20 days notice of the hearing, including a copy of
the Petition and contents of the Notice attached hereto, shall be
given to Harold E. Reagan, the allegedly incapacitated person, by
personal service of a copy of said petition and citation, and by
service of notice upon the next of kin who are sui juris,
personally or by certified mail, and upon any person or institution
providing residential services to Mr. Talley.
BY THE COURT,
J.
Robert L. O'Brien, Esq.
17 West South Street
Carlisle, PA 17013
Attorney for Petitioner
:re
..
..
IN THE MATTER OF
HAROLD E. REAGAN,
An Alleged Incompetent
1
1
1
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO.
.
.
NOTICE
A petition to have you adjudged an incapacitated person has
been filed with this Court by Kenneth H. Talley.
A hearing is
scheduled in this matter for Wednesday, September 6, 1995, at 1130
p.m., in Courtroom No.5, Cumberland County Courthouse, Carlisle,
Pennsylvania. You are strongly encouraged to be present at the
hearing, and you are warned that important rights may be lost as a
result of the proceeding. You have the right to be represented by
counsel and the right to request the appointment of counsel and to
have counsel so appointed paid by the Court where you are unable to
afford to pay an attorney.
YOU SHOULD TAKE THIS NOTICE TO YOUR LAWYER AT
ONCE. IF YOU DO NOT RAVE A LAWYER OR CANNOT
AFFORD ONE, GO TO OR TELEPHONE THE OFFICE SET
FORTH BELOW TO FIND OUT WHERE YOU CAN GET
LEGAL HELP.
Court Administrator
Fourth Floor
Cumberland County Courthouse
Carlisle, Pa 17013
(717) 240-6200
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IN RE:
GUARDIANSHIP OF
HAROLD E. REAGAN
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNT~, PENNS~LVANIA
CIVIL ACTION - LAW
NO. 95-
CIVIL TERM
PETITION
1) Petitioner is Kenneth H. Talley, an adult individual,
residing at 68 Winchester Gardens, carlisle, Pennsylvania, 17013.
2) The alleged incapacitated pereon is Harold Eugene Reagan,
also residing at Leader Nursing Home, carlisle, Pennsylvania, 17013.
3) Mr. Reagan was born on May 12, 1905 and had been a resident
of Florida. Mr. Reagan had been in the Woodland Nursing Center in
Tampa, Florida.
4) Petitioner learned about his uncle's placement in Florida
and in April, 1995, traveled to Florida to check on his uncle's
condition. While there, he learned that a step-grandson was
mismanaging the small estate possessed by Mr. Reagan. Petitioner made
application in the Circuit Court of the Thirteenth Judicial Circuit of
the_~~ate of Florida requesting that he be appointed a guardian for
Mr. Reagan. Attached hereto is relevant documentation in reference to
certain findings found by the Florida Court.
5) Mr. Reagan's condition is one of Dementia and the Florida
Court determined that Mr. Reagan totally lacked the capacity to make
and form decisions about care and treatment services or to meet the
essential requirements for his physical and/or mental health and
safety.
\
"
6) Mr. Reagan's estate consists of cash in the amount of
$7,000.00, as well as a small residence in Florida worth approximately
$19,000.00. Petitioner is in the process of liquidating the Florida
residence to convert the same to cash.
0) Mr. Reagan's income consists of social Security benefits in
the amount of $769.00 monthly.
WHEREFORE, Petitioner respectfully requests that the Court
appoint him plenary guardian of the estate and person of Harold Eugene
Reagan.
Respectfully SUbmitted,
O'BRIEN, BARIC & SCHERER
BY:
)
~~~
Robert L. O'Brien, Esquire
Attorney for Petitioner
I.D. # 28351
17 West South Street
Carlisle, PA 17013
(717) 249-6873
IN THE CIRCUIT COURT OF THE THIRTEENTH JUDICIAL CIRCUIT
OF THE STATE OF FLORIDA, IN AND FOR HILLSBOROUGH COUNTY
PROBATE, GUARDIANSHIP, TRUST AND MENTAL HEALTH DIVISION
CASE NO. 95-0612
DIVISION A
: '
IN RE: HAROLD E, REGAN, A/K/A HAROLD EUGENE
/M-89, DOB: 05/05/05
REPORT OF EXAMINING COMMITTEE
The undersigned, being the committee appointed to examine
In~nT" '" 'l'<l;Ur A '~/A J.JA ROt.D IWCENE '
reports that t ey have examiiie . that person, as directed by the Order
Appointing Examining Committl:!e, arid the report of the comprehensive
examination, with evaluations and recommendations, is as follows:
I. GENERAL'INFORMATION
NAME OF PERSON HAROLD E. REGAN AIKIA HAROLD EUGENE
DATE OF BIRTH 5-5-05
RESIDENCE OF PERSON 13806 N. 46th ST., TAMPA, FL. 33613
NAME AND ADDRESS OF EXTENDED
CARE FACILTIY (if any) WOODLANDS NURSING CENTER- address same as
ribnvp!
DIAGNOSIS (short summary)
DEMENTIA, MIXED ETIOLOGY, SYPHILIS, ANEMIA
PROGNOSIS (short summary)
GUARDED
,....
.-
RECOMMENDED COURSE OF TREATMENT (short summary)
FULL TIME NURSING CARE, SOCIALIZATION ^CTIVITIES
MEDICAL CARE AS NEEDED.
DATE OF ASSESSMENT 5-8-95
AS TOLEIlATEQ,
-
II. EVALUATION OF ALLEGED INCAPACITATED PERSON'S ABILITY TO RETAIN
HIS RIGHTS {without limitation}
THE EXAMINING COMMITTEE IS SPECIFICALLY CHARGED WITH DETERMINING
WHETHER THE ALLEGED INCAPACITATED
THOSE RIGHTS WHICH THE PETITIONER
PETITION TO DETERMINE INCAPACITY.
PERSON HAS THE ABILITY TO EXERCISE
HAS REQUESTED BE REMOVED IN THE
THIS copy PROVIDED TO
//r-:(~' -;A t. L f:V
~t') FOR YOUR INFORMATION ONLY
\ =>!3-( ) PER YOUR REQUEST, THI!_
LiliA~OF /!(ct.'L' f"197\
:!'/ L"flOY H. MF.':',<L~
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Legislative intent in adopting the current version of the
Florida Guardianship Law is to make available the least restrictive
form of guardianship to assist persons who are only partially
incapable of caring for their needs, with incapacitated persons to be
able to participate as fully as possible in all decisions affecting
them.
The alleged incapacitated person has the capacity to: (yes or no)
make informed decisions regarding his or her right to marry.
/k-
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make informed decisions regarding his or her right to vote.
make informed decisions regarding his or her right to personally
apply for government benefits.
~ make informed decisions regarding his or her right to have a
driver's license or operate a motor vehicle.
~ make informed decisions regarding his or her right to travel.
~make informed decisions regarding his or her right to seek or
retain employment.
/lJL make informed decisions regarding his or her right to contract.
~ make informed decisions regarding his or her right to sue, or
assist in the defense of suits of any nature against him or her.
~make informed decisions regarding his or her right to manage
property or to make any gift or disposition of property.
::=:
l~;vr make informed decisions in determining his or her residence.,
~ make informed decisions regnrding his or her right to conS~rit to
medical treatment.
~make informed decisions
or other social aspects
affecting his or her social enviroriment
, ')
of his or her life.
,-
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III. COMPREHENSIVE EXAMINATION AND ATTENDING PHYSICIAN'S REPORT
Please give the results of the comprehensive examination and the
committee members' assessment of information provided by the attending
or family physician, if any. Attach extra sheets if necessary. If
the attending or family physician is available for consultation, the
committee must consult with the physician.
Physical Examination: ON ADMISSION TO WOODLANDS NURSING CENTER.
Mental Health Examination: DISORIENTED TO PLACE, TIME, SITUATION, DISORGAN-
IZED, INCOHERENT, INAPPROPRIATE RESPONSES,can't abstract information,
SEVERE MEMORY DEFICIT, IMPAIRED JUDGMENT, NO IDEA OF RESOURCES.
Functional Assessment: GAIT IS VERY UNSTEADY, HISTORY OF FALLING, WHEEL-
CHAIR REQUIRED,IS INCONTINENT, FEEDS SELF AFTER TRAY SET UP, REQUIRES
ASSISTANCE WITH ALL ACTIVITIES OF DAILY LIVING.
If any of the three parts of the comprehensive examination were
not indicated or could not be accomplished for any reason, the reason
for the omission must be explained below.
IV. SCOPE OF GUARDIANSHIP
Florida law grants authority to a guardian only in those areas of
decisions making in which the evidence indicates the person is
incapacitated. This allows the individual to retain control over the
other aspects of his or her life.
Please indicate those areas where the person lacks the capacity
to make informed decisions regarding his or her rights and where a
less restrictive method of protective services is not adequate to
protect the person from a substantial risk of harm to his or her
personal welfare or financial affairs.
./
./
Decisions concerning travel or where to live.
Consent to or refusal of medical or other professional care,
t'.
.-
counseling, treatment or service.
"
~' Permitting access to, refusal of access to or consent to re~ease
of confidential records and papers.
~ Control or management of real or personal
-.
'.
any source.
~ Management of a business.
~ Acting as a member of a partnership.
property or incC?,rile from
.~
:- -
.. '..
..
..
~ Making contracts.
v/ Payment or collection of debts.
v/ Making gifts.
~ Initiation, defense or settlement of lawsuits.
v/ Execution of a will or waiving the provisions of an existing will
~ Decisions concerning education.
~ Admissions to Florida State Hospital or any other public
treatment facility on a voluntary basis under the provisions of
applicable state law.
Other (list)
please list specific evidence of the person's incapacity to
exercise informed decisions in the categories checked above.
DISORIENTED TO PLACE,TIME, SITUATION, AT TIMES TO PERSON, DISORGANIZED,
INCOHERENT, INAPPROPRIATE RESPONSES, CAN'T ABSTRACT INFORMATION, SEVERE M
-ORY DEFICIT, IMPAIRED JUDGMENT, NO IDEA OF RESOURCES.
The members of the examining committee further state that they
have each examined the alleged incapacitated person in accordance with
the requirements of Section 744.331 of the Florida Statues, performing
the examination necessary to determine which, if any, of the rights,
which the petitioner has requested be removed, the alleged
incapacitated person can no longer sufficiently nor adequate~y
exercise, and they hereby present to the Court the~r conc~usisns,
evaluations and recommendations. ~
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IN THE CIRCUlI' COURT FOR HILLSBOROUGH COUNTY, FLORIDA
PROBATE, TRUST AND GUARDIANSHIP DMSION
IN RE: GUARDIANSHIP OF
Harold E. Reagan
aka Harold Eugene Reagan
Incapacitated
FILE NO.: 95- s;'l\\
DIVISION: "A"
I
FLA. BAR NO.: 206512
~
PETITION FOR APPOINTMENT OF PLENARY GUARDIAN
(Person and Property)
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The undersigned petitioner alleges:
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1.
Petitioner's
residence
is
21
Green
Meadow
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Carlise, PA 17013, and Petitioner's post office address is n/a~
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Harold E. Reagan, aka Harold Eugene Reagan, (th~Wara)
-'
2.
is an incapacitated person, whose date of birth was May 5, 1905,
who is 89 years of age, and whose social security number is ____I
----I ____. The residence of the Ward is 2302 East 110th Avenue,
Tampa, Florida, and the post office address is nla, and is
Tampa, FL
currently found at Woodland Nursing Center, 138.06 N. 46th Street,
'-
. .
33613.
.,'
3.
The nature of the Ward's
~
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incapacity is total, the Ward
Florida,
having been adjudged by the Circuit Court in HILLSBOROUGH COUNTY,
on
19_,
to be total~y
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capacitated.
4. It is necessary that a plenary guardian be appointed to
,-
.
.-
exercise all delegable rights of the Ward.
5. The names and address of the next of kin of the Ward
are:
I .
. _....
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Kenneth H. Talley, Nephew
21 Green Meadow Drive
Carlise, PA 17013
'.
Mary Lou Malles, niece
3746 East Campbell Avenue
Dover, AZ
Delores Adams, niece
1716 Astor Street
Temple, AZ
Karla Talley, grand-niece
Showlow, AZ
~
.
6. The proposed guardian is Kenneth H. Talley, a resident
of Cumberland County, PA, who is sui juris and otherwise qualified
under the laws of Florida to act as plenary guardian of the person
and property of the Ward. The relationship and previous connection
of the proposed guardian to the Ward is as follows:
nephew and blood relative .
The proposed guardian should be appointed because:
nephew and blood relative
7. The nature and value of the property subject to the
guardianship if as follows:
Residence located at 2302 East 110th Avenue, Tampa, Florida, real
property tax appraised value $ 28,105.00
Two (2) Certificates of Deposits and checking/savings accounts
$ 26,000.00
Total value of real and personal property
$ 51,105.00
8. Reasonable search has been made, and any of the
,
information required by Florida law and by the applicable Florida
Rules of Probate and Guardianship Procedure that is not set forth
in full above cannot be ascertained without delay that would
IN TIlE CIRCUlI' COURT FOR HlLLSBOROUGH COUNTY, FLORIDA
PROBATE, TRUST AND GUARDIANSHIP DIVISION
IN RE: GUARDIANSHIP OF
FILE NO.: 95- R~\
DIVISION: "A"
Harold E. Reagan
aka Harold Eugene Reagan
Incapacitated
FLA. BAR NO.: 206512
/
LETTERS OF PLENARY GUARDIANSHIP
OF THE PERSON AND PROPERTY
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WHEREAS, Kenneth H. Talley has been appointed plenary t;p(*i;Ua'ii of:::
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the person, property and estate of Harold E. Reagan, ~~~~011~ ~
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Eugene Reagan (the Ward), and has taken the prescribed :~~h~nd
r--t N
to issuance ot.::. plenary
TO ALL WHOM IT MAY CONCERN:
performed all
other acts prerequisite
letters of guardianship of the person, property, and estate,
NOW THEREFORE, I, the undersigned judge of the above-entitled
court, declare Kenneth H. Talley duly qualified under the laws of the
State of Florida to act as plenary guardian of. the person,
property, and estate of Harold E. Reagan,
aka Harold Eugene
Reagan, with full power to have the care, custody and control of
the Ward, to exercise all delegable legal rights and powers of the
Ward, to administer the estate of the Ward according to law, and to
take possession of and to hold, for the benefit of the Ward, all
the property of the Ward, and all of the rents, income, issues and
prOfits from it.
ORDERED this I ~ day of
June
, 1995.
cmc:C~~.~
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IN TIlE cmcurr COURT IN AND FOR IDLlSBOROUGH COUNTY, FLORIDA
PROBATE, TRUSI' AND GUARDIANSIDP DMSION
IN RE:
GUARDIANSHIP OF
FILE NO.: 95- 0612
DIVISION: "A"
Harold E. Reagan
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FLA. BAR NO.: :-n~51~
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On the Petition to Determine Incapacity filed hereIn with
aka Harold Eugene Reagan
Incapacitated.
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ORDER DIITERMlNING TOTAL INCAPACITY
respected to Harold E. Reagan,
aka Harold Eugene Reagan (the
Ward), the Court having taken testimony, having considered the
report of the Examining Committee, having considered all
alternatives to guardianship and being fully advised in the
premises, finds, based on the clear and convincing evidence
presented, as follows:
1. The nature and scope of the Ward's incapacities are:
Disoriented to plau.:!. time, situ;>':ion, at timeD to person
,disorganized, inCOherent, inapporopriate responses, can't
abstact information, severe Memory deficit, Impaired judge-
ment, no idea of resources.
2. The following facts demonstrate that the Ward is totally
without capacity to care for the Ward's person or property:
Gait is very unsteady, history of fallmng, wheelchair
required, is incontinent, feeds self after tray set up
,requires assistance with all activities of daily liVing.
3. The Ward totally lacks capacity to make informed
decisions about care and treatment services or to meet the
essential requirements for the Ward's physical or mental health or
"
Jafety; is subject to total legal disability; ;is incapable of
exercising any rights; and a guardian must exercise all delegable
rights of the Ward and have full powers and duties with respect to
the Ward and the Ward's person and property.
4. After consideration of reasonable alternatives to
guardianship, the Court finds that no alternative will sufficiently
address the problems and needs of the Ward.
5. Other than those rights set forth in subsection
744.3215(1), Florida Statutes, which are expressly reserved to the
Ward, th~ Wa~d is not capable of exercising any other rights and
all delegable rights of the Ward should be delegated to a plenary
guardian. Accordingly, it is
ADJUDGED as follows:
Harold E. Reagan, aka Harold Eugene Reagan is hQreby
:::
determined to be totally incapacitated and that a plenary g~~~a~
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should be appointed to provide for the welfare and safet~~'t~
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A copy of this Order shall be served on the w~ctf~ ae 0'
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clerk of this court and a certificate attesting to suc~se~, ce
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1.
Ward.
2.
promptly filed in this proceeding.
ORDERED this /1V
, 1995.
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Circuit Judge
.
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Conformed copies furnished to:
LeRoy H. Merkle, Jr.
',.. '.
Kenneth H. Talley, Nephew
21 Green Meadow Drive
Carlise, PA 17013
Mary Lou Malles, niece
3746 East Campbell Avenue
Dover, AZ
Delores Adams, niece
1716 Astor Street
Temple, AZ
Karla Talley, grand-niece
Show low, AZ
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IN THE ClRcurr COURT FOR HILLSBOROUGH COUNTY, FLORIDA
PROBATE, TRUsr AND GUARDIANSHIP DIVISION
IN RE: GUARDIANSHIP OF
FILE NO.: 95- eRe..,
DIVISION: "A"
Harold E. Reagan
aka Harold Eugene Reagan
Incapaci tated
FLA. BAR NO.: 206512
I
LETTERS OF PLENARY GUARDIANSHIP
OF THE PERSON AND PROPERTY
;-l,,-, ~
TO ALL WHOM IT MAY CONCERN: ~:::~ ~
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WHEREAS, Kenneth H. Talley has been appointed plenary qu~i;Uan of;.:
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the person, property and estate of Harold E. Reagan, ~~~~Ol~ ~
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Eugene Reagan (the Ward), and has taken the prescribed :~~h~nd
,~-, N
performed all other acts prerequisite to issuance ot=" plenary
letters of guardianship of the person, property, and estate,
NOW THEREFORE, I, the undersigned judge of the above-entitled
court, declare Kenneth H. Talley duly qualified under the laws of the
State of Florida to act as plenary guardian of the person,
property, and estate of Harold E. Reagan,
aka Harold Eugene
Reagan, with full power to have the care, custody and control of
the Ward, to exercise all delegable legal rights and powers of the
Ward, to administer the estate of the Ward according to law, and to
take possession of and to hold, for the benefit of the Ward, all
the property of the Ward, and all of the rents, income, issues and
profits from it.
ORDERED this
.5-r
I -day of
June
I 1995.
T~~
CIRCUIT JUDGE , ~
'lEAIFI&Il
~
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IN TIlE CIRCUIT COURT IN AND FOR IIILLSBOROUGlI COUNTY, FLORIDA
PROBATE, TRUST AND GUARDIANSIIIP DIVISION
IN REI
FILE NO.: 95- 0612
GUARDIANSHIP OF
DIVISION: "A"
Harold E. Reagan
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FLA. BAR NO.: ~~51~ ~
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On the Petition to Determine Incapacity filed herein with
aka Harold Eugene Reagan
Incapacitated.
/
ORDER DEI'ERMINING TOTAL INCAPACrrY
respected to Harold E. Reagan,
aka Harold Eugene Reagan (the
Ward), the Court having taken testimony, having considered the
report of the Examining Committee, having considered all
alternatives to guardianship and being fully advised in the
premises, finds, based on the clear and convincing evidence
presented, as follows:
I. The nature and scope of the Ward's incapacities are:
Di soriented to plcH':-'!. time, situ,,+- ion, at timen to person
,disorganized, incoherent, inapporopriate responses, can't
abstact information, severe Memory deficit, Impaired jUdge-
ment, no idea of resources.
2. The following facts demonstrate that the Ward is totally
without capacity to care for the Ward's person or property:
Gait is very unsteady, history of fall~ng, wheelchair
required, is incontinent, feeds self after tray set up
,requires assistance with all activities of daily living.
3. The Ward totally lacks capacity to make informed
decisions about care and treatment services or to meet the
essential requirements for the Ward's physical or mental health or
. I I .
Jafety; is subject to total legal disability; ; is incapable of
exercising any rights; and a guardian must exercise all delegable
rights of the Ward and have full powers and duties with respect to
the Ward and the Ward's person and property.
4. After consideration of reasonable alternatives to
guardianship, the Court finds that no alternative will sufficiently
address the problems and needs of the Ward.
5. other than those rights set forth in subsection
744.3215(1), Florida Statutes, which are expressly reserved to the
Ward, the Wa~d is not capable of exercising any other rights and
all delegable rights of the Ward should be delegated to a plenary
guardian. Accordingly, it is
ADJUDGED as follows:
1. Harold E. Reagan, aka Harold Eugene Reagan is h~eby
i'=
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determ ned to be totally ncapac tated and that a plenary g~~~fa~
~<::>::.J
should be appointed to provide for the welfare and safet~~.thi:
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Ward. 'r;~r::: ~ (-
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2. A copy of this Order shall be served on the W,!!~~Y se 0
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clerk of this court and a certificate attesting to suc~ser,~ce
. C'
promptly filed in this proceeding.
ORDERRD this /N dRY Of~ thl/'
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Circuit Judge
, 1995.
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Conformed copies furnished to:
LeRoy H. Merkle, Jr.
'~~-~.~...."". >
, .
. . I.
. , ' .
Kenneth H. Talley, Nephew
21 Green Meadow Drive
Carlise, PA 17013
Mary Lou Malles, niece
3746 East Campbell Avenue
Dover, AZ
Delores Adams, niece
1716 Astor Street
Temple, AZ
Karla Talley, grand-niece
Showlow, AZ
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5, Cash. Oonl< DaposIts & Mb<:oIIanaous PlraonaI Properly
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6. JoInlly Owned Properly (Sd>adulo F)
7.lnler.VIvos TIII1IIa" & MbcellanllOUS Non-Probala Prcpor1y
(Schodulo 0 or l)
B. Total Oroll Allots (1OIa1 Unas 1-7)
9, Funeral e.pa.... & Admlnlstrallva Cosls (Schadulo H)
10, Dobis of Daoedonl ~lIllolilblfilles, & lions (Schadulo I)
11. Total Dtductlonl(101al Unoa 9& 10)
L-.
omcw USf ON. y
lItIS RETURN IlUST BE ruo It llUPUCATE wrrn THE
REGISTER OF WILLS
o 3, R_Ralum I..a.........ll,',.~
o 5, FodaraIEllalaTuRetlJmRequltod
_ 6. ToIalNumbarolSafaDepoallIloxas
o 11. EIedlon lllax under See. 91l3(A) _""OJ
COIM'lETE MAlUNG AllOOESS
llrvine Row. ClIllislc, PA 17013
. -
(1)
(2)
(3)
(4)
(5)
(6)
(1)
(9)
'"
(10)
_;lr.>l ,.
."$""'" l.J,U.
M1
1
.. ......
..J_ 1 6
12. HetVllutofE.tata(lInaB mlnusllno II)
13, Cllarllabla and GcMImmonlal Ooquesl3lSoc 9113 TNSIs for which on olodlon 10 lax has not boon
made (Schodulo J)
14. Net V.Iu. 6ubjecl to Tu (l1n112 mlnUI Una 13)
15,Amountollne14taxabla 1 l' 1..'.L 111 '11 X J
IlIhl5llDUSIlI1ax rala' ,-J _..i!- _I~ r.
16'~4='"i~-!for'"J>Il!2I!>!!I'mr. ,on 0 1m x
17. Amount 01 lno 14 taxable t"'" _. ..... '" .
8115%,.18 L ....1.- _, ""_ _ x
lB. Tu DUI
ADDRESS
12
"
(12)
(13)
(1~) ~
-
:~
..,.
-r
3~
OFFlClAl USEONt.V
::J
'r
,.
;
~12T9 16 2 ~ 3 :'5'''\
"' .~. :~I.~", ~ ~J~ I~~~l~'~~._':
, I -l :
,06 (16) -t
..
,15 (17)
(IB) ,_L .....tt..........L._!
DATE
A 11 / I 'A J'1~
CATE .
Decedent's Com lete Address:
STREET AOORfSS
.' Manor Health CalC Center
DIY Carlisle
STATE PA
lIP 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Une 18)
2. CteditslPaymenta
A, Spousal Powwty CItldit
8. Prior Paymenta
C. D1l1COUnt
(1)
Total Credits(A+B+C) (2)
3, InlelesllPen~ It applicable
D. Interest
E. Pen~
TotallnlerasllPenalty ( 0 + E) (3)
4. nine 21sgraalerlhan line 1 +1100 3, enlerthe diff8lllllCB. This Is the OVERPAYMENT.
Chtdl box on Plgll Unl1810 l1qutllI I1lund (4)
5. If line 1 + fine 3 Is grnalerlhan line 2, enterlhedlffel1lnC8. ThIs Is the TAX DUE. (5)
A, Enler the Intemst on the lax due. (SA)
B. Ent...the Ictal 01 Une 5 + SA. This Is the BAlANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PlACING AN.X" IN THE APPROPRIATE BLOCKS
1. Old decedent maks s Irsnefer and: Yes No
a. retain the use or Income of the property transferred; ..............................................................0 IZI
b. retain the right to designate who shall uss the property Irsnsfarrsd or Its Income; ................. 0 IZI
c. retain a reverslonery Intarest; or ................................."...."..".......".........."............................0 IZI
d. recelva ths promlae for life of either payments, benefita or care? ........".................................0 IZI
2. :f death occurred on or before December 12, 1982, did decadent within two years
preceding desth Irsnsfer property wlthoul receiving adequale consideration? If death occurred
after December 12, 1982, did decsdentlrsnsfer property within one yaar of death without
receiving adequate conslderaUon? ..".................."................."..........."......"............................". 0 IZI
3. Old decedenl own an .In trust for" or payable upon death bank account or security
at his or her death? .........................................................."......."....."................................."........ 0 IZI
4. Old decedant own an Individual retlrsmont account, annuity, or othor non'probate proporty? ..... 0 IZI
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S. ~9116 (a) (1.1) (I) provldod for the rsductJon of the tax rate Imposed on the net value of Irsnsfers to or for tho use of tho
surviving spouso from 6% to 3% for dales of doath on or allor July 1, 1994 and beforo January 1, 1995.
72 P.S. ~9116 (a) (1.1) (II) provided for tho reduction oflho ralo Imposed on tho net valuo of Irsnsfers to or for tho uso of the surviving
spouse from 3% to 0% for dates of death on or slier Jsnuary 1, 1995. Ths atstuto doos not exemot s Irsnsfer to s surviving spouse
from tax, snd the statutory rsqulremenls for disclosure of esssts and filing a tax rsturn ars sllll sppllcable evon If tho surviving spouse
Isths only beneflclary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please enswer the following quesllon by placing an .x.ln the
appropriate spaca.
Old the decedent create a lruet or elmtlar arrangement which Ie eoley for the eurvlvlng epouee'e bonefll for hie or her entire
lifetime? Yee 0 No IZI
If you snswared yosto the sbove quesUon, the tax on tho trust or similar srrangamentls postponed unlllthe death of the second
spousa, at which lime It will ba fully taxablo at tho rats(s) sppllcablo to the rsmslndor benoflclary(les). Enter tho value of the trust on
Schedule J, Pari II, In order to remove It from the calculaUon of the tax due In this estate. You may wish to flIe Schedule 0 In order to
mako the electJon available undsr Section 9113. If the electJon Is made, tha trust or similar arrangsment Is taxed In tho satate of the
flrst decedent apouse, the porlfon of the trust or similar arrangement which bensfits the surviving spouse Is taxed at the zero tax rale,
and ths remalndor Is taxed at the rate(s) applicable to the remainder beneficlary(les). If you choose to make the elecllon, you must
altach Schedule 0 to a IImely,flIsd tax rstum, along with Schedule(s) K and/or M In order to show the apporlfonment of tho trust or
similar errangement between the surviving spouse snd lhe remainder beneficlsry(les).
1"I~o2If-/<I
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAK DIVISION
DEPT. zaD6DI
HARRJSIURO, PA 171U-G601
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWAHCE
OF DEDUCTIONS ANa ASSESSMENT OF TAX
<.
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
I COUNty, ~
ACN
01-26-1999
REAGAN
04-06-1998
21 95-0554
CUMBERLAND
101
AMount R..1 tt.d
, ,
SUSAN J OTTO ESQ
DUNCAN 8 OTTO
1 IRVINE ROW
CARLISLE
PA 17013
l:l.
ell\;
e--w
In.u., II 'IP ,".tJI
HAROLD
E
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ...
iiE'y=is4j"Ex"jiFP--fjjij:97riioficE""oF"i"tiHEifiTANcrfA"iniP'jiiiAisEiiEiiT~""jii.LowANcinjR""---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF REAGAN HAROLD E FILE NO. 21 95-0554 ACN 101 DATE 01-26-1999
APPROVED DEDUCTIONS AND EXEMPTIONS I
2,962.35
9. Fune,.al Expen.../Ada. Coatl/HiIC. Expens.. (Schedule H) (9)
10. Oobh/Ilortgogo Liabilitiu/Llons (Schodule II \l0) .00
11. Totel o.duotiono (111
12. Not Vol... of Tex Roturn 1121
15. Ch.rlt.bl./OoY.r~.nt.l Boquo.t., Non-alectad 9113 Trult. (Schedule J) (13)
14. N.t V.llN1 of E.t.t. Subjeot to Tex (14)
NOTE: I~ an assessment was issued previOUSly, lines 14, IS and/or 16, 17 snd 18
reflsct ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. AIIo.....t of Line 14 .t Spou..l rat. US)
16. ~ount of Line 14 taxable at Ll~.l/Cl... A rat. (16)
17. ~ount of Line 14 taxable at Coll.terel/Cl... B rate (17)
18. Principal Tax Due
TAX CREDITS:
PAYMENT
DATE
TAX RETURN WASI (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real E.t.t. (Schedule A)
2. Stock. ....d Bond. (Schedule B)
3. Clo.ely Held Stock/Partner.hlp Intere.t (Schedu1. C)
4. Hortgage./Not.. Receivable (Schedule D)
5. Cash/Bank Depo.lta/HI.c. P.r.ona1 Property (Schedule E)
6. Jointly Owned Property (Schedula F)
7. Tr.osfar. (Schedule 0)
8. Total A...t.
) CHANGED
\l)
(2)
(5)
(4)
(5)
(6)
t71
.00
.00
.00
.00
1.610.30
.00
.00
(8)
.00
.00
.00
x .00=
X .06=
X .15=
(IS)
RECEIPT
NUMBER
DISCOUNT l+ I
INTEREST/PEN PAID 1-)
AMOUNT PAlO
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
NOTE I To Insure proper
cradlt to your ~count,
.ub.1 t the upper portion
of this fora with your
tax pa)fll8nt.
1.610.30
?Q6? :'I~
1,352.05-
.00
1,352.05-
will
.00
.00
.00
.00
.00
.00
.00
.00
IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY aE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
~
STATUS REPORT UNDER RULE 6.12
Name of Decedent:---.1:(n.('nld f[. r'?#"J. <1.""
Date of Death:~f.....1 fa. 1999
will No. Admin. No. ;1/ ?5-SS-'-/
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:
1.
State yhether administration of the estate is complete:
Yes~ No
2. I f the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following I
a. Did the personal r~esentative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative sta~e an
account informally to the parties in interest? Yes v' 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 attached to this report.
L_,~.~
.-51gna cure
S ~c.. '" ::::r. H an- k>:JA "?
Name (Please type or print)
I .::z:f"":V'le. ~..... (1r{I'"'5/~ ~
Address I
Date: 3/s?J :i~
....... _ t...~
o ..)0.;,
~ N .~
,:~).i:::~ ~ ,
u... ,'~
~
~
':~
::j IV
OM
13'f?
IDa:
a:
;,;
!3
, .u
~.o
~J:
08
( '7/7) ,:) '/1- 77xo
Tel. No.
(MAH:rmf/AM3)
Capacity: Personal Representative
~counsel for personal
representative