HomeMy WebLinkAbout96-00683
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e. The incapacitated person has been living there since
If the incapacitated person moved within the past year, state from where and the reason for the
change:
f. Please provide a brief description of the incapacitated person's living
arrangements and the social, medical, psychological and other support services he/she is
recelvmg:
g, I rate bislher living arrangement at:
_ Excellent _ Above Average _ Average _ Below Average
Explain:
h, I believe he/she is:
_ content with the living situation
_ unhappy with the living situation.
_ unaware of the living situation
5, Physical health:
a. Current physical condition of the incapacitated person is:
_ Excellent Good _ Fair Poor
b, Hislher major physical health problems are as follows:
c. During the past year, bislher physical condition has:
remained the same
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_ improved. Explain:
_ worsened, Explain:
d, During the past year, he/she received the following medical treatment
(include check'ups and dental work):
Date Ailment TVlle of Treatment Doctor's Name
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9, During the last year, I have pcrfomled the following activities on behalf of the incapacitated
person:
10, I believe he/she has the following unmet needs:
I \. The Guardianship sho/lld/sho/lld 1/0t (circle one) be tenninated.
Explain:
12. The Guardianship sho/lld/sllo/lld /lot (circle one) be continued without modification,
Explain:
13, Please note any concerns about the incapacitated person's physical or mental well being or the
incapacitated person's finances that the Court should be made aware of.
14, 1 am / am /lot (circle one) the guardian of the incapacitated person's estate. If! am, my report
is attached.
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CUMBERLAND COUNTY, PENNSYLVANIA
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OATH OF SUBSCRIBING WITNESS
Estate of MILDRED E, VOGELSONG No, r:::;,,/- 9" - b ;;-3
also known as
, Deceased
J, ROBERT STAUFFER
,;
(each) a subscribing witness to the Cl codlcil(s) lEI will(s) presented herewith. (each) duly qualified according to
law depose(s) and say(s) that &lle/he/lil&y was/W&f9 present and saw the above Testator(rix) sign tha same and
that she/ha/lfley signed as a witness at the request of the Testator(rlx) In her/his/their presence ancO In the
presenca of each other lEI In the presenca of t/2s~~Jrlbing ~ilneS~(es),
, .' Ij/r,../t./ hu/l~
, (~~alurO)
. J, ROBERT STAUFFER. ESQjJlRE
MAIN & MARKET STREETS. MECHANICSBURG PA 17055
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COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
IN RE: NO. 96-683
MILDRED E. VOGELSONG,
AN INCAPACITATED PERSON ORPHANS' COURT DIVISION
DEPOSITION OF: GARY KENNETH LUTTERMOSER, M.D.
EUGENE AN~HONY CULLEN, M.D.
TAKEN BY: PETITIONER
BEFORE: SHERRY BOWES, RPR, RMR, CRR
NOTARY PUBLIC
DATE: MAY 30, 1997, 8:54 A.M.
PLACE: HARRISBURG HOSPITAL
HARRISBURG, PENNSYLVANIA
APPEARANCES:
GOLDBERG, KATZMAN & SHIPMAN, P.C.
BY: THOMAS J. WEBER, ESQUIRE
FOR - PETITIONER
GEIGER a lORIA REPORTING SERVICE. 240B PARK DR. SUITE B. HOG. PA 17110 717.~4H!l08 OR IBOO'222'4~77
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TABI,E OF CONTENTS
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WITNESS
FOR PETITIONER
DIRECT
Gary Kenneth Luttermoser, M.D.
Eugene Anthony Cullen, M.D.
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GEIGER It LORIA REPORTING SERVICE. 2.0B PARK DR.. SUITE B. HOG.. PA 17110 711-'4'."08 OR 1'800'222"~H7
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GARY KENNETH LUTTERMOSER, M.D., AND EUGENE
ANTHONY CULLEN, M.D., called as witnesses, being sworn,
GARY KENNETH LUTTERMOSER, M.D. testified as follows:
DIRECT EXAMINATION
BY MR. WEBER:
Q Dr. Luttermoser, my name is Tom Weber. I'm an
attorney working on behalf of Messiah Village as well as in
the interests of Mildred Vogelsong. There is a hearing to
determine whether Ms. Vogelsong is incapacitated scheduled
for the Cumberland County Court on Monday, June 2nd.
Is it correct that we have coordinated today's
deposition to enable you to provide some testimony that
would have been difficult for you to provide in open court
on Monday morning?
A Yes, we have. Not easily, but we have done
it.
Q Just so the record is clear, we're sitting in
one of the doctors' lounges at Harrisburg Hospital
performing this deposition, because Dr. Luttermoser is here
with a patient and may have to leave us during the middle of
this. But we'll try and get through as quickly as
possible.
A Can I ask for some information? Is it okay if
GEIGER a LORIA REPORTING SERVICE. 2400 PARK DR. SUITE B. HBG. PA 17110 717-54H500 OR 1.000-222-4577
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_.________._._.____.,__._____.___.______~_..____~__ _.~_._______..__.._ .___._.____.~.~_.____._____.nh _._.~
Gene Cullen, another physician, also answel'S in this
deposition?
MR. WEBER: Yes. I was going to state on the
record that also with you is Dr. Gene, your last name?
DR. CULLEN: Cullen, C-u-l-l-e-n.
MR. WEBER: Who has also assisted
Dr. Luttermoser in the treatment of Ms. Vogelsong at Messiah
Village and is here to also offer his testimony regarding
Ms. Vogelsong's state of mental capa:ity.
I'll ask both physicians, you can answer
individually, are you aware of the purpose of the hearing
for Monday, in that it's to determine whether Ms. Vogelsong
is, in fact, legally incapacitated so that a guardian can be
appointed for her interests? Dr. Luttermoser?
A Yes, I am.
MR. WEBER: Dr. Cullen?
DR. CULLEN: Yes, I am.
BY MR. WEBER:
Q I'll start with you, Dr. Luttermoser. Could
you please state your full name for the record.
A Gary Kenneth Luttermoser.
Q And your residence?
A Mechanicsburg. You want more specific?
Q That's fine.
A PA.
GEIGER a LORIA R[PORTlNG S[RVICE_ 2408 PARK DR. SUITE B. HBG. PA 17110 111-541>1508 OR 1'800,222'4511
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1 Q Could you briefly state your educational
2 background and training?
3 A How far back do you want to go?
4 Q College.
5 A I graduated from high school, and then I went
6 to college and got an electrical engineering degree, got my
7 master's in mathematics, was going for a PhD in mathematics,
8 went into medicine and got my M.D. degree from Toledo,
9 Medical College of Ohio at Toledo, and then I went to a
10 residency and then I've been here since 1982.
11 Q And here, you mean the central Pennsylvania
12 area?
13 A Yes, that is correct.
14 Q Do you hold any teaching positions?
15 A Not it depends. I have like an associate
16 faculty degree at some -- at I think Allegheny University,
17 or an instructorship. It's a low level.
18 Q And do you hold any privileges at any of the
19 area hospitals?
20 A Basically, only at Pinnacle Health Systems
21 down, I guess it would be both here and at Polyclinic. I'm
22 not sure how the privileges are joined together. I'm not
23 sure how the privileges have been set up.
24 I also have privileges at Seidle Memorial
25 Hospital, but that's the only two hospitals in the area I
.....)
GEIGER 1Ii LORIA REPORTING SERVICE. 2406 PARK DR. SUITE B. HOG. PA 17110 711,54101508 OR HIOQ.222'4577
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have privileges at.
Q And are you licensed to practice medicine in
the Commonwealth of Pennsylvania?
A Yes, I am.
Q When did you receive your licensure?
A '82, I think. I have to look at the exact
date when it was given.
Q Are you licensed in any other states?
A Not at the present time.
Q Could you again briefly run through your
employment history since becoming licensed as a physician in
1982?
A I worked at another teaching hospital in
Canton, Ohio, for about a year, and then have been
associated with Harrisburg Hospital. Then I guess it was
called -- had another name for a while, and then Pinnacle
Health System since that time.
DR. CULLEN: Capital Health.
A Capital Health. Capital Health. Since that
time, associated with Harrisburg's Family Practice residency
program, basically teaching the residents, often at the
hospital, but seeing most of my patients at Mechanicsburg
Family Practice Center.
BY MR. WEBER:
Q
And could you describe for the Court generally
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR., SUITE S, HOG.. PA 17110 117'S4HSOB OR l'80Q'222'4!H7
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what area you practice in. Are you a family practice
physician?
A
I'm a family practice physician who does
sports medicine, 08 and geriatrics, and added qualifications
in geriatrics, in addition to being board certified in
family practice.
Q
And when did you receive your board
certification in family practice?
A
I received it actually twice now. You have to
get recertified every six years. The first would have been
in '80 -- I think I came here in '83. '82. I have to look
this one up, too.
And then I got recertified -- no, '89 or '90.
Maybe I've done it twice. I have done it twice. Six
years. Time passes too fast here. So one I think would be
'88 and then '94.
Q
And to receive board certification in family
practice, was there an oral portion of the examination?
A
No, there's no oral portion of that particular
test.
Q
Written examination?
A
It's written.
Q
And you passed that?
A
Yes.
Q
You mentioned that you have some additional __
GEIGER oil: LORIA REPORTING SERVICE. 2406 PARK DR. SUITE B. HOG. PA 17110 717.541-1508 OR 1-800'222"577
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A Added qualifications in gedatdcs, which you
can take if you're board certified in internal medicine or
family medicine. There might be another way to do it.
And right now you have to go through sort of
like a fellowship in it, but at that time you could get
grandfathered into it. And, you know, if you met certain
qualifications and passed a test, you would get added
qualifications. And I did that maybe '95, maybe '94,
sometime right around there. I have to look.
Q Could you roughly estimate what portion of
your practice is devoted to the treatment of geriatric
patients?
A Probably 20 to 30 percent. Probably closer to
30 percent.
Q
Do you have any association with Messiah
Village?
A None. I mean other than I do see patients
there, none whatsoever, no financial situation.
Q You mentioned that you see some patients
there. Is one of the patients that you care for Mildred
Vogelsong?
A That is correct. Another physician also helps
take care of her, which is Julie Larson. Dr. Larson, you
may have seen that in one of your forms.
Q And how long have you been involved in the
GEIGER a LORIA REPORTING SERVICE. 2400 PARK DR. SUITE B. HOG, PA 17110 717,54101508 OR 1'80Q.222.4S71-J
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care of Ms. Vogelsong?
A
Pl'obably since December of '9G.
And approximately how often would you see
Q
Ms. Vogelsong?
A
Probably once a month.
And would all of those visits occur at Messiah
Q
Village or would she come to your office in Mechanicsburg?
A
All occur at Messiah Village.
Do you recall when the last time you saw
Q
Ms. Vogelsong was?
A
It was just by my note, I think it was
5/20/97.
Q
And following your examination or evaluations
of Ms. Vogelsong, do you record your findings in any medical
chart maintained specifically for Ms. Vogelsong?
A
I do record them in her medical chart that the
Messiah Village has for all the patients.
Q
And that chart is maintained at Messiah
Village?
A
That is correct.
Q
And are those notes made contemporaneously
with your treatment of Ms. Vogelsong?
A
Yes, they are.
Q
As a matter of housekeeping, you had
previously signed an affidavit to excuse Ms. Vogelsong from
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR. SUIT[ B. HOG. J1... 17110 717'5..1'1'508 OR "800'222'4'577
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1 attending the headng scheduled Co/' June 2nd, 1997. I'll
2 note for the recol'd in there you had stated in YOlU- own
3 handwriting, "would not," meaning Ms. Vogelsong, "understand
4 the happening of what tL"anspires in the coul'troom." Is that
5 correct?
6 A Yes, "would not understand the happenings or
7 what transpires in the courtroom," that is correct.
8 Q And is that consistent with your understanding
9 of Ms. Vogelsong's current condition?
10 A Yes, it is.
11 Q Could you briefly describe the nature of
12 Ms. Vogelsong's mental and physical condition at this time?
13 A Well, she suffers from two major problems.
14 She's got dementia, Alzheimer's type, and degenerative joint
15 disease. She's probably had her dementia for a while, and
16 she used to be on like a, is it a special care floor?
17 DR. CULLEN: Yes. No, she's in special care
18 right now. She was in assisted living.
19 A Assisted living before, and she became where
20 they were assisting with her ADLs, activities of daily
21 living, to such a point that the nurses could not take care
22 of her there enough, and she was becoming somewhat more
23 confused than she had been before.
24 So she was placed in a special care unit.
25 Actually, it's an Alzheimer's or dementia floor. And that
GEIGER 4 LORIA REPORTING SERVice 2408 PARK DR, SUITE O. HOG. PA 17110 717'~"H!lOB OR 1'800-222'4517
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1 happened in I think January of '97.
2 BY MR. WEBER:
3 Q And do you recall Ms. Vogelsong's approximate
4 age?
5 A I have to look at my chart for that. 3/2/08,
6 which means she would be 89 now.
7 Q You had mentioned that she was requiring
8 assistance with her ADLs, activities of daily life.
9 A That is correct.
10 Q What is typically considered an activity of
11 daily life?
12 A That would be when they eat, help to get to
13 the bathroom, making your bed, helping getting clothing,
14 clothed or dressed, basically with the things that she needs
15 to do to keep alive, basically.
16 Q And she needed assistance with those prior to
17 January of '97?
18 A She did, but less so. It wasn't a sudden
19 onset. Here she needs a lot of assistance. Before that she
20 didn't. It was just sort of a gradual needing a little more
21 assistance all the time, such that the floor that she was on
22 at that particular time in Messiah Center, Messiah Village,
23 is a floor that they will help you, but not as much.
24 And the assistance that she needed for her
25 ADLs increased. In other words, certain things, she may
o
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR. SUITE B. HOG. PA 17110 717-541-1509 OR 1-800-222-4577
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have been able to help bnlsh hel' 1 \,,'1 h dlHI dOl t hi 11'.1" II" ,,'I' UII
her own in eel-tain ADLs than othel'l] oIl1d II"W 1111,' 1I",',Io.d 1110''''"
assistance.
DR. CULLEN: Can [ add :1<111,,'1 hill'!'!
Sure.
DR. CULLEN: [t inilj,<1ly 1l""III,'d 11I"1" <11.1
problem with her because of IWI' kll"" I" "hi "Ill wi 1 h h"1 joint
disease. She required assist.dll<'" t, dnlll "1 I i Il'f, I i k" 'let t 1 ng
out of her bed to a walkel' and 'I" i WI t ,. ,!,'t I.. 1 hI'
bathroom. And that was mOI-e 01 why IIh" Wd" ill dllldllted
living, because she needed help jllnt 'l,.tt ill'! lip .IIHI moving
rather than actually doing hel' cLli Iy nt.h", d,li Iy
activities.
A
Then it became mol"" 1 i ke ,I pl'ob 1 em wi th her
dressing and actually washing and thincJ!J I ikc that that
required more care. That's wily it was thought at that time
to transfer her to special care.
A Basically, she's got the two pl'oblems.
Degenerative joint disease has been d IIhljor pl'oblem,
especially in her knees.
DR. CULLEN: In hCI kn.',"'.
A For mobility. Alld t.h,'1I ,;II" .1,'1 11,<1 Iy before we
even transferl'ed hel- had some t )'0)111>1,'" wit II ('Ollllll1lon 01'
dementia, and that gl'adlla II y W"lll"II,'d, And in lIuml' senses
her artln-itis has flllCllldtl'd, t '''', dt illl"1I w<llne than
GEIGER It LORIA RE"OHf,ffG !llH""CI .'.1111 "A"" lilt '-11111 It 1111', f'''' 11110 111 ":1.41.1')00 OR "80Q'222.4!177
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others.
BY MR. WEBER:
Q
You had mentioned I believe previously that
she has suffered from dementia for some time. I'd like to
focus in on that at this point.
A
Okay.
Q
Initially, could you define, in your own
terms, what you mean by dementia?
A
Boy, that's a good term. Dementia is usually
someone that's unable to perform activities of daily living
secondary to a neurological problem, that is, not due to the
ability not to be able to do the functions because of some
troubles with her muscles and/or medications and/or other
secondary causes, such as hypothyroidism or something like
that.
Q
Dr. Cullen had testified moments ago that
initially Ms. Vogelsong's problems with providing her own
ADLs was related to physical concerns ambulating. Did there
come a time that the mental aspect also began to become an
interference with her ability to perform her own ADLs?
A
As long as I've known her, she's had some
confusion, okay, but not enough to say that she couldn't
take care of with minimal assistance such as cueing, say,
you need to do this, you need to come to meals, that she
could do it.
GEIGER a LORIA REPORTING SERVICE, 2408 PARK DR, SUITE B. HBG. PA 11110 717'541-1500 OR I'BOO'222'4!Hl
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flut tltdt 'lIddudll',' ill"I"d/l"d IIlldl Iltdt lIul
only was the iH'llt1 itill .I ,,,,,1,1""1, 1'"1 1l"I'>lII'I It''l duin'] lite
activities of daily livill'l "'I,'1t "II I,',' .'u"llI'l W,II1Il't enough
to be able to help h"1 "lit,
Q And you f illll 1",,'.1111" IIIY,>Iy,'d with Mn.
Vogelsong about 1l,'c"IlI!>" I "f "11,'"
A About I hdt I i Ill".
Q At th..t t i Ill" , 1t"1 1I11'1I1,1i ('ondi t. ion would
enable hel' to perllJ/ III :1',11'''' ',ilL" "II 11.'1' UWII with some cueing?
A I'd h..v.. (.. J,,,,k !>,lCk to :1t'(' the exact amount
of function the 1IIII'IH':1 Itdd to do wi t h I't~HpcCt to ADLs that
would be sepal'ated fl'OIll 1t"1 dttlnit.i", okay.
But l,ht~Y W"I ',' 1":1:1 and they just gradually
increased such tltat in dl'Olllllt ,J.lIlUill'Y time that they were
using much more time. AIIIO, Ill'l' ,ll'lhl'itis was a little
worse, much more time lor 1t..1' dl'lhJ'itis, but also helping
her out with other act.ivitiell, too, that they could not --
that floOL' wa" not mildl' lor Ulilt time consumption of nurses,
Q And up until tlti:1 point, we have been
discussing jUflt AIlLn, ,Ind tltO:1e include such things as
dressing, e,llinq. I'd like to lun1 your attention to some
other mattern, m,ll1d'liWJ d checkbook, taking care of
fil1ancial COllcel'nll.
A
111 Llct, wlten I talked to hel' at that time, I
did a short ml'lIt,1I nt dt.UII il1 ,lilllual'Y of '97, whel'e one
~-,-,- GtlGUf ,. LOHI" 111..QtflIPH; MH'fI(l ...ot! """'" UN 5UI1'[ n UOG. PA 17110 7.-1541-1508 OR 1"00-222-4577
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trouble she had was she didn't -- if I can use my own
medical record, because it's usually more concise, I usually
ask ten questions.
She didn't know the date or the year. She
didn't know the previous president, the present or previous
president, and couldn't recall numbers that I gave to her, I
think only a number of four in a row that she hopefully
would repeat back to me.
She did know her name and her birth date and I
think she got the season of the year right. Whether that
was a guess or not, I don't know. But she didn't know those
other things, which was consistent with what other people
had said about her, too.
o And what was the purpose of you giving her
this evaluation at that time?
A Well, I wanted to see why the nursing staff
had asked, you know, we need to change her to like a floor
that involves more care for her, and I wanted to see what
the reason was and if it was what I thought was a good
reason or could we take care of it another way.
o And based upon her results to that
examination, did it confirm the nurses' suggestion that she
would need more assistance?
A Yes, it would. But I also looked at the past
history in that she had what I say was a fairly adequate
GEIGER a LORIA REPORTING SERVICE, 2408 PARK DR. SUITE B. HOG. PA 17110 717'~41-1500 OR 1'800,222-4577
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workup before, looking for other causes that can cause
dementia that we can revert, okay, or change, such as
hypothyroidism, a biochemical abnormality.
Some people can have a tumor in their brain
that you can remove. She had had a CT about a year and a
half before. And some of these signs were actually there
before, it was very subtle before, such that I didn't think
we needed anything else. I did order some chemistries and
labs to be sure there wasn't anything else, but I didn't use
any other special testing that needed to be done at the time
to make my diagnosis.
And, actually, the diagnosis was actually
there in her chart, too, but it was very mild.
Q
Mild dementia?
A
Yes. Dementia comes in different degrees.
Some people are just a little bit more confused at times.
Sometimes theY're okay when they have a lot of identifying
features that they know in their own house. If you turn off
the lights or it gets dark, they get more confused. They
don't have the sensory input to help them know where theY're
I
I
at.
Q
Concentrating on Ms. Vogelsong's level of
confusion, would you say that it is temporary in nature?
A
It may fluctuate, but it's permanent and
there's no obvious reversible cause that we know of at this
,
\
GEIGER a LORIA REPORTING SERVICE, 240e PAR. OR, SUITE e, HeG, PA 17110 71B4".50e OR .,eOO'222'4577
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time, to the best of my ability and judgment.
Q And, to a cet'lain degl'ee of medical cet'lainty,
do you have an opinion as to whether her condition will
improve on its own at this point?
A
I don't think there will be a substantial
improvement, with fairly good medical certainty.
Q
Would you anticipate that her level of
confusion would increase as her age increases?
A
Yes, I think it will. In fact, it might even
be slightly worse now since she's upstairs, even though
she's one of the -- in grades she's one of the better people
in the Alzheimer's unit, because she's able to converse.
I think it will be gradually getting worse.
And there's usually not -- at this present time in our
ability of medicine, there's not much we can do to revert
that or stop that progression.
Q
I'd like to ask you now a series of questions
regarding what the practical results of Ms. Vogelsong's
condition are. To some extent you've already implied the
answers, based upon your examination done in January with
the 10-point questions, but I'd just like to go over these.
A
By the way, I rechecked those questions on
5/20 and it was basically the same. She wasn't able to get
through the -- a very simple questioning.
Even if she didn't know the president now,
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR, SUITE 8, HOG, PA 17110 717'541-1500 OR 1-000-222-4571
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could she give me an idea what was happening, and she didn't
know thc dates and stuf[ like that and she couldn't answer
simple qucstions. She could talk vel'y well and if you don't
ask her specific questions, you won't find these things out.
o Does she recall effectively?
A She recalls very old events much easier than
newer events. As far as I know, I don't think she
recognized either of us by name or who we were, and he's
seen her repeatedly, at least once a month for a while. I
can't recall if she even knew exactly the name of the
building that she was in.
DR. CULLEN: She didn't.
A She didn't. So she doesn't recall those
events.
BY MR. WEBER:
Q You did state she can communicate?
A She -- actually, her verbal communication
skills are not -- are fairly good, yes.
Q In your medical opinion, can she make
decisions effectively?
A No, because she doesn't understand the
information given to her, what she's deciding upon.
Q Could she pay bills or handle assets
effectively?
A I don't think she'd have any understanding
GEIGER A LORIA. REPORTING SERVICE. 2408 PARK OR. SUITE B. HBG.. PA 17110 117-541-1508 OR 1-800'222-4577
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what she would be doing with paying a bill. Someone could
come up and ask hel' for money and if they told het' that she
owed it she'd pay it, probably. I don't know her
personality. I may be wrong on that one.
Q Can she accomplish basic nutrition and hygiene
care without prompting or assistance?
A I'd have to look at the exact. I think she
can accomplish some of those, such as brushing her teeth,
maybe washing, but I think she needs some prompting
assistance with other ones.
Activities of daily living involve a wide
range of activities that you have to do when you start to
think about it, and I think she involves doing the simpler
ones much better, but they're under a regimen so that
they're cued a lot, anyway.
Q Can she make informed decisions about her own
medical care?
A We always ask her, but, in my medical
judgment, no, she can't make informed decisions on -- unless
she has pain and she wants it taken care of, she can ask for
that.
Q
Can she understand and communicate decisions
about her level of care?
A I don't think so, no, under the best medical
judgment. I think it is very confusing for her to
GEIGER 6: LORIA REPORTING SERVICE, 2408 PARK OR. SUITE B. HOG. PA 17110 711'~"H~08 OR 1800'222'4577
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understand level of care, especially if it's graded, done in
gradation.
Q
Can she make decisions about where she wishes
to 11 ve?
A
No.
Q
Can she make informed decisions about her own
personal affairs?
A
No. Are no simple enough for these?
Q
Yes. Do you believe that Ms. Vogelsong's
limitations will increase or decrease as time passes?
A
Her limitations will increase.
Q
Do you believe that Mrs. Vogelsong's ability
to make decisions will improve in the foreseeable future?
A
No.
Q
Do you believe that Ms. Vogelsong's ability to
manage her own personal affairs will improve in the
foreseeable future?
A
No.
Q
Dr. Luttermoser, is your testimony today
contingent upon the outcome of this case in any way?
A
Not at all.
Q
Are you receiving any compensation for your
testimony today?
A
Not at all. It would be helpful to have a
power of attorney for her that could help make decisions or
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR. SUITE e. HOG. PA 17110 717-''''-1500 OR 1'800'222'4~77
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help hel' out in dl'cision lIIakincj.
Q You say a power of attol'lley. Would it also be
helpful if there was a guardian appointed?
A I'm really thinking of a power of attorney
with respect to medical decisions.
Q You're not making a legal opinion as to which
level of supervision she should have, but you believe it is
important to have someone in place who can assist with her
medical decisions?
A Yes. And hopefully look in her past history
to see what she sort of wanted beforehand, before she had
troubles with dementia in making informed decisions, and use
that as a basis.
Now, she does have a living will. I'm not
sure when that was actually completed, but that still does
not make the kind of decisions we're usually involving,
which is her day-to-day decisions. If you have pneumonia,
how aggressive do you want to, you know...
Q Do you have any conflict of interest in any of
the affairs of Ms. Vogelsong?
A No.
Q You had suggested or -- I don't want to
misquote you you had stated you'd like to see someone in
place who could assist her in making very important
decisions for her medical care. Are you aware of any other
GEIGER A LORIA REPORTING SERVICE. 2408 PARK DR. SUITE D, HOG. PA 17110 717'541-1508 OR 1'800.222'4577
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1 alten1i1tives to accomp] ish those goals of looking out fOl'
2 Mrs. Vogelsong's best intcl'ests?
3 A As fal' as I know, she has no family members or
4 direct family members to take up that role and no one that
5 has volunteered -- and/or no one that has volunteered for
6 that role that I have been in contact since I've taken care
7 of her to make those kind of informed decisions other than
8 her. And it's difficult to make informed decisions with a
9 patient that can't really have informed decisions.
10 Q Do you agree with the following statement:
11 Mrs. Vogelsong suffers from such mental and physical
12 impairment which would affect her ability to receive and
13 evaluate information effectively and to communicate
14 decisions and that such impairment is significant enough to
15 render her totally unable to manage her financial resources
16 or to meet essential requirements for her physical health
17 and safety?
18 A I agree with that.
19 Q Are you at all familiar with Neighborhood
20 Services in Lancaster?
21 A No.
22 Q You have no reason to believe that they would
23 not serve as a suitable guardian for Mrs. Vogelsong?
24 A I guess they would. I have no knowledge of
25 them, so it's hard for me to make that decision.
....)
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR. SUITE B. HOG. PA 17110 711-541'1508 OR l-BOO'22:!'4571
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(!)
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Q
Doctor, is there anything else you would like
to add in your own words in terms of Monday's proceedings
regarding Ms. Vogelsong's state of capacity?
A
No.
(The deposition was concluded.)
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR_. SUITE S. HOG.. PA 17110 717-'''1-1'08 OR "800'222''''77
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EUGENE ANTHONY CULLEN, M.D., called as a
witness, having been previously sworn, testified as follows:
DIRECT EXAMINATION
BY MR. WEBER:
Q Dr. Cullen, you have patiently sat by for the
majority of this while Dr. Luttermoser has testified
regarding his care of Mrs. Vogelsong.
DR. LUTTERMOSER: We actually do care together
with her. It's not a separate. We interact on her care.
BY MR. WEBER:
Q I'll explore that. Dr. Cullen, would you
state your full name for the record.
A Eugene Anthony Cullen.
Q And your residence?
A Mechanicsburg.
Q Could you briefly state your educational
background?
A Graduated from college and went to medical
school at University of Medicine and Dentistry of New
Jersey, New Jersey Medical School in Newark, New Jersey, in
'95; and then started my residency here at Harrisburg
HoSpital Family Practice program.
Q And how long is that residency?
GEIGER a LORIA REPORTING SERVICE. 2400 PARK DR, SUITE 8. HBG.. PA 17110 717'54101508 OR 1-800'222'4577
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^
It's three years, and J'm currently at the end
of my second year.
Q
Have you received licensure from any states as
of yet?
A
Pennsylvania.
Since graduating from medical school in 1995,
Q
has your employment been through your residency with --
A
Yes, right after.
As a result of your residency program, have
Q
you had occasion to treat Mildred Vogelsong?
A
Yes.
Q
And that treatment has been in conjunction
with Dr. Luttermoser?
A
Yes.
Q
And would you see the patient along with
Dr. Luttermoser all the time or would there be periods that
you would see the patient individually?
A
Usually when I'd see the patient, I'd usually
see her by myself beforehand and then the same day usually
would round, then we'd round together and see the patient
together and review what we found, review any findings or
like review her status from the prior visit and discuss a
plan with her.
Q
You've been present during Dr. Luttermoser's
testimony, not to put you on the spot in front of someone
GEIGER 6 LORIA REPORTING SERVICE. 2408 PARK DR, SUITE 8. HOG. PA 171\0 717'~"H50B OR 1'600'222-4517
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assisting in your training hel'c, but do you concur in his
testimony regarding Ms. Vogelsong's physical state?
A Yes, I do.
Q And more importantly, how about her mental
state?
A Yes, I agree.
Q When did you first have occasion to see
Ms. Vogelsong?
A I'm trying to think. I believe it was -- I've
been following her as a patient since early 1996. I believe
it was -- I'm just I'm guessing at the time, but I think
it was January-February of '96 that I've been following her.
Q For approximately 18 months?
A Yes.
Q And during that period of time, did you
witness Ms. Vogelsong to be suffering from any form of
mental impairment?
A Yes. Things more of like in terms of her
memory, I've seen evidence of memory deficit with her.
Q Over the 18 months, has that mental impairment
improved or gotten worse?
A I've seen a slight worsening of her condition
from initially, when I initially followed her at Messiah.
Q And we've heard testimony that Ms. Vogelsong
was transferred to a special care unit in January of 1997.
GEIGER 81 lORIA REPORTING SERVICE. 2408 PARK DR., SUITE B. HOG. PA 17110 717'5"H~08 OR 1-800'222-4'77
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Did you concur in the recommendation that she be transferred
to that special care floor?
A
Yes.
Q
Have you had occasion to make notes into
Ms. Vogelsong's medical chart regarding your observations of
her?
A
Yes, I have.
Q
And those are contained in the medical chart
maintained by Messiah Village?
A
Yes.
Q
I'd like to ask you a series of questions
regarding Ms. Vogelsong's mental condition, and please state
these to a degree of medical certainty in your capacity as a
resident caring for her. Do you find that Mrs. Vogelsong
recalls effectively?
A
Under -- no, I would say she would not. She
does not recall effectively.
Q
Does she communicate effectively?
A
Yes, she does communicate what she's
her
speech and her -- whatever her -- is fine in terms of that.
Q
Does she make decisions effectively?
I'd say she does not.
Do you believe she could pay bills or handle
A
Q
assets effectively on her own?
A
No.
GEIGER a LORIA REPORTING SERVICE. 2408 PARK OR. SUITE B. HOG. PA 17110 717'~"l-l~08 OR 1.BOO'222'4~77
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Q Can she accomplish her personal nutrition and
hygiene care without assistance?
A No.
Q Can she make informed decisions about her
medical care?
A No.
Q Can she understand and communicate decisions
about her care effectively?
A No.
Q Can she make informed decisions about where
she wants to live?
A No.
Q And can she make decisions about her personal
affairs?
A No.
Q Do you believe Mrs. Vogelsong's limitations
will increase or decrease as time progresses?
A Her limitations would increase with time.
Q Do you have any reason to believe that
Mrs. Vogelsong's ability to make decisions for herself will
improve over time?
A No.
Q Do you believe that Mrs. Vogelsong's ability
to manage her own affairs will improve over time?
A No.
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Is your testimony today contingent in any way
upon the outcome of this case?
A
No.
o
Do you have any conflict of interest with
Ms. Vogelsong that you are aware of?
A
No.
o
Are you receiving any compensation for your
testimony here today?
A
No, I'm not.
o
You had heard Dr. Luttermoser testify that he
believes it would be in Ms. Vogelsong's best interest to
have someone appointed to assist her in her decision
making. Do you agree with that opinion?
A Yes, I do.
o Do you know of any other alternative other
than appointing someone in a position to make decisions on
Ms. Vogelsong's behalf to accomplish the goals of looking
out for her best interests?
A
I don't know anyone else that could function
in that capacity.
o
And there is no form of treatment that would
enable Ms. Vogelsong to resume her previous mental state so
that she could make these decisions on her own?
A
None at this...
o
I'm going to ask you a statement here and ask
GEIGER a LORIA REPORTING SERVICE, 240B PARK DR. SUITt e. HOG. PA 17110 717'!l41'1!50B OR 1'800-222,4577
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whether you agl"ee or disagl'ee with this Etatement.
Ms. Vogelsong suffers fl'om such mental and physical
impairment which would affect her ability to receive and
evaluate information effectively and to communicate
decisions, and that such impairment is significant enough to
render her totally unable to manage her financial resources
or meet essential requirements for her physical health and
safety.
A I agree with that.
Q Do you have any familiarity with Neighborhood
Services of Lancaster?
A No.
Q Do you have any reason to believe that they
would not serve as an adequate guardian for Ms. Vogelsong?
A No, I have no reason.
Q Is there anything else you'd like to add at
this time?
A No.
MR. WEBER: Doctors, I'd like to thank you for
taking your time out. As I stated, we're here in Harrisburg
Hospital while you're both caring for other patients. I
appreciate your candor and your truthfulness in this matter
and your time. Thank you.
(The deposition was concluded at 9:27 a.m.l
GEIGER a LORIA REPORTING SERVICE, 2408 f'ARK DR. SUITE B. HOG. PA 11110 717,541>1508 OR 1,800-222;.4517
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31
STATE OF PENNSYLVANIA SS.
COUNTY OF DAUPHIN
I, Sherry Bowes, a Reporter Notary-Public,
authorized to administer oaths within and for the
Commonwealth of Pennsylvania and take depositions in the
trial of causes, do hereby certify that the foregoing is the
testimony of GARY KENNETH LUTTERMOSER, M.D. AND EUGENE
ANTHONY CULLEN, M.D.
I further certify that before the taking of
said deposition, the witness was duly sworn; that the
questions and answers were taken down stenographically by
the said reporter Sherry Bowes, a Reporter Notary-Public,
approved and agreed to, and afterwards reduced to
typewriting under the direction of the said Reporter.
I further certify that the proceedings and
evidence contained fully and accurately in the notes by me
on the within deposition, and that this copy is a correct
transcript of the same.
In testimony whereof, I have hereunto
subscribed my hand this 30th day of May 1997.
d'
.,,~?;?~--?~i~
Sherry Bowes, RPR, RMR, CRR
My commission expires:
December 13, 1997
GEIGER a LORIA REPORTING SERVICE. 2408 PARK DR. SUITE B. HSG. PA 17110 111.541-1508 OR 1-800-222'4577
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MESSIAH HOME, a/k/a
MESSIAH VILLAGE,
Plaintiff
IN THE COURT OF COMMON PLEAS OF
cUMBERLAND COUNTY, PENNSYLVANIA
V.
.
.
.
.
ROBERT SPANGLER AS POWER OF
ATTORNEY OF MILDRED E.
VOGELSONG,
Defendant
.
.
ORPHANS' COURT DIVISION
NO. 21-96-683
.
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.
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IN RE: TRANSCRIPT OF PROCEEDINGS
proceedings held before the
Honorable HAROLD E. SHEELY, P.J.
cumberland county courthouse, carlisle, pennsylvania
on Thursday, June 12, 1997, commencing at B:30 a.m.
in Courtroom Number One
APpEARANCES:
Thomas J. Weber, Esquire
For the plaintiff
Christopher C. Houston, Esquire
For the Defendant
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1 MR. WEBER: Good morning, Your Honor.
2 THE COURT: You want to have him testify this
3 morning? Call him.
4 MR. WEBER: Okay. I would like to call Mr.
5 Spangler to the stand at this time.
6 Whereupon,
7 ROBERT F. SPANGLER, JR.
8 having been duly sworn, testified as follows:
9 EXAMINATION
10 BY MR. WEBER:
11 Q Mr. Spangler, my name is Thomas Weber. I'm
12 here on behalf of the interest of Mildred Vogelsong and
13 Messiah Village. You previously served as a power of
14 attorney of Mrs. Vogelsong, isn't that correct?
15 A That is correct.
16 Q And you appeared in this court on February
17 24th, 1996, is that correct?
18 A I'm not certain of the date, but I did appear
19 in this court in this matter before.
20 Q And before this appearance did you testify
21 that at the time you assumed the power of attorney for Mrs.
22 Vogelsong she had an estate of approximately six hundred to
23 seven hundred thousand dollars?
24 A I did say that, yes.
25 Q And did you also testify that at that time,
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1 in February of 1996, it was your understanding that her
2 estate was still approximately six to seven hundred thousand
3 dollars?
4 A Yes.
5 Q Can you tell me where that six to seven
6 hundred thousand dollars is?
7 A I can give you -- I don't know particular
8 amounts because, as we have discussed with you through my
9 attorney, I turned over all materials to Messiah Village and
10 do not have all of her records to do a full accounting as is
11 requested. I can give a rough idea where things are, but I
12 do not have a complete breakdown of everything.
13 Q When did you turn over those materials to
14 Messiah Village?
15 A I believe it was in December.
16 Q It was prior to your appearance in court?
17 A Yes.
18 Q Any time during your appearance in court the
19 first time, did you mention that you turned over all
20 materials to Messiah Village?
21 A I believe I did, yes.
22 Q Did you inform me after the hearing that you
23 were in possession of a will from Mrs. Vogelsong?
24 A I'm not sure if I am or not. I had it at one
25 time. I may have a copy of it, but I'm not certain.
3
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1 BY THE COURT:
2 Q How much money do you still control of her
3 accounts?
4 A I control none of her accounts.
5 Q How much money was in her account when you
6 turned the records over to Messiah Village?
7 A Off the top of my head I'm not sure.
S Q Well, how much do you think? You certainly
9 would know.
10 A As far as actually in accounts? As far as in
11 checking accounts?
12 Q Yes.
13 A Brokerage accounts and so on and so forth was
14 just, I would say, in the neighborhood of $5,000.00.
15 Q You mean you started out with six to seven
16 hundred thousand dollars and she ended up with five
17 thousand?
18 A No -- I believe we're talking about the
19 difference in assets versus cash. If you're asking
20 Q What other assets did you turn over?
21 A The other assets she has. There are
22 mortgages that she is holding and --
23 Q Are these mortgages that you, as power of
24 attorney, took out on her behalf?
25 A Yes.
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Q And on whose properties are they?
A One is on the property that she resided in.
Q Did you ever give a detailed accounting where
you set forth exactly what you received as power of
attorney, what you spent over the years, and what the
balances are? Did you ever do that?
A No, sir, I did not.
Q Well, you're going to do that by God or
you're going to go to jail.
A I will be glad to do that.
THE COURT: Go ahead.
MR. WEBER: Could I approach the witness,
please?
THE COURT: I'm sorry?
MR. WEBER: May I approach the witness?
THE COURT: Yes, sir.
(Whereupon, Petitioner's Exhibit No. 1 was
marked for identification.)
BY MR. WEBER:
Q Mr. Spangler, I'm handing you a document that
has been marked as Petitioner's Exhibit 1, and for brevity's
sake it's a report for an account with 0 & 0 Discount
Brokerage. Are you familiar with D & 0 Discount Brokerage
Services?
A Yes.
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Q And is that a limited partnership in which
you were the limited partner?
A Yes, it was.
Q And that shows this is a report for an
account held by Mildred E. Vogelsong, is that correct?
A That is correct.
Q And that was the same individual that you
held a power of attorney for?
A That is correct.
THE COURT: Did you establish that account
through your power of attorney?
THE WITNESS: No, she established that
herself years prior.
THE COURT: Okay.
BY MR. WEBER:
Q And this account is for a period ending
December 31st, 1992, correct?
A That is correct.
Q And on the last page -- it's a four-page
document there is a total of her involvement with the D &
D account, and it shows a total equity of 422,443, is that
correct?
A That's the bottom line on Page 4?
Q Yes. What does that number signify?
A That is the total equity of that account at
6
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1 that time.
2 Q Held by her?
3 A Yes.
4 Q Do you know where that $422,000.00 is now?
5 A Again I did not do the full accounting, and
6 until I do that, I cannot say for sure. There were some
7 losses in her account in recent years, but until I can do
8 that full accounting, I cannot say for sure.
9 MR. WEBER: I would like to have this marked
10 petitioner's Exhibit 2. I apologize, Your Honor, I made
11 extra copies of exhibits for you. The second one is
12 petitioner's 2, which is a partner's share of Income,
13 credits, commonly referred to as schedule K-1 showing
14 investment in a partnership.
15 (WhereUpon, petitioner's Exhibit No. 2 was
16 marked for identification.)
17 BY MR. WEBER:
18 Q This is a K-1 for Mildred E. vogelsong, and
19 the name of the partnership is 0 & D Discount Brokerage
20 services, is that correct?
21 A That is correct.
22 Q So that K-1 shows that Mrs. vogelsong had an
23 investment interest in the business in which you were a
24 general partner, correct?
25 A That is correct.
7
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1 Q And this is a K-1 for 1995?
2 A Yes.
3 Q When did Mrs. Vogelsong become one of your
4 limited partners?
5 A I don't have that off the top of my head. I
6 don't recall. It was prior to '95 because she had a capital
7 account balance in the beginning of this year.
8 Q Was it before or after you assumed the
9 position as power of attorney for Mrs. Vogelsong?
10 A It was after I did.
11 Q So as power of attorney you invested Mrs.
12 Vogelsong's money as a limited partner in the general
13 partnership that you ran?
14 A Yes, I did.
15 Q And the capital account beginning in 1995 was
16 at $B1,191.00?
17 A That's correct.
18 Q And at the end of 1995 it was $78,158.00,
19 correct?
20 A That is correct.
21 Q Do you know what the status of that capital
22 account was in the general partnership or the limited
23 partnership in which you were a general partner?
24 A I'm afraid I did not bring that with me.
25 Q Did you sell the partnership business in
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1 August of 1995?
2 A I did sell it. I'm not sure of the month,
3 but, yes, I did sell it.
4 Q Was it before 1996?
5 A Yes, it was.
6 Q What became of Mrs. Vogelsong's capital
7 account after you disposed of D & D Discount Brokerage
8 Services?
9 A I did not sell the entire partnership. I
10 only sold part of the partnership, and it was an ongoing
11 entity through the end of 1995.
12 BY THE COURT:
13 Q And where is this money now?
14 A The partnership?
15 Q Mrs. Vogelsong's money that was set forth on
16 the K-1, where is that money now?
17 A Well, that would be all part of the D & D
18 Discount Brokerage.
19 Q Where is it? Where is it now? Where is that
20 money right now?
21 A Well, the partnership also had lost money,
22 and, again, I'm not sure what her '95 figure or the end of
23 '96 was, but we did lose money in '96 as well.
24 BY MR. WEBER:
25 Q How did you lose money in 1996 when you sold
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it, D & D, to Quick and Reilly in '95?
A We sold a part of the business to Quick and
Reilly. We did not sell the entire business, and we
continued in business in 1996.
Q In what form of business did you continue?
A Well, as soon as we had -- up to that point
we continued clearing trades for another broker, and we also
traded for our own accounts.
Q Didn't you enter into a non-compete with
Quick and Reilly when you sold D & D to them in 1995?
A They -- Quick and Reilly was well aware of
the need to continue.
BY THE COURT:
Q I want to know where this money is now.
Where is this money?
A The broker
Q No, not the -- is it still in this account?
A No, that account -- again, I don't know what
her '96 was, what her K-1 was in '96.
Q This is an account that she opened as a
partner with you?
A Yes.
Q Obviously this is something that you decided
for her to become involved in?
A Yes, sir, I did. Yes, sir.
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14 A I would imagine I did. Yes, I believe I did.
15 MR. WEBER: I'll represent to you, Your
16 Honor, that he did not. I obtained a copy of it through the
17 home. I'm not sure when it came into their possession, but
18 it was not part of the materials that he turned over to
19 them. We will have that marked as Petitioner's Exhibit 3.
20 It is dated August 3rd, 1993.
21 (Whereupon, Petitioner's Exhibit No. 3 was
22 marked for identification.)
23 BY MR. WEBER:
24 Q Mr. Spangler, did you seek any legal advice
25 prior to making a determination that as power of attorney
"---"''''''''''
Q Now, where is that money?
A A good bit of it then was lost in the market,
in trading in the market.
Q Where is the balance?
A The balance is in -- this is a brokerage
account that is still open in the name of D & D.
Q And how much is in it?
A Approximately just $4,000.00.
Q You're a disgrace. I'll tell you that. Who
prepared the original power of attorney from her to you?
A Robert Stauffer.
Q And when is it that you turned that over to
the home, with part of the papers that you turned over?
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you were going to invest at least $81,000.00 in this limited
partnership in which you were the general partner?
I did not.
Have you prepared a K-1 for Mrs. Vogelsong
A
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for 1996?
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Yes, I did.
And did you produce that to anyone?
It would have been sent to Messiah Village.
And how would that have been sent?
Just regular mail.
00 you have a copy of it in your possession?
I did not bring one, no.
Do you have a copy at your home?
I have one at my office.
You entered into an agreement of sale for one
of Mrs. Vogelsong's residences, correct?
A Her only residence.
Q Her only residence. And when did you do
that?
A I'm not sure of the date. It was, I would
think, approximately a year ago, I believe more than a year
ago.
Q And generally what were the terms of that
sale?
A The terms of the sale were that the buyers,
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1 who were Lee and connie Miller, who were her next door
2 neighbors, were buying the property. They were making
3 payments to her. They paid a down payment, which I believe
4 was -- I'm going to say ten percent. I'm not sure.
5 And they -- once I asked her if she would write
6 into the agreement, since connie Miller had taken care of
7 her for some years, I asked Mrs. Vogelsong if she would
8 write into it that once she passed away, that they would no
9 longer have to make payments on the property, that it would
10 be theirs free and clear at that point.
11 Q What became of the down payment that the
12 Millers tendered?
13 A I would imagine it was put in her account and
14 then into her one of her accounts, and from there I don't
15 know how it was dispersed. Again without having done a full
16 accounting--
17 Q You had mentioned you imagined. I mean, you
18 had the down payment. It was tendered to you, correct?
19 A Right.
20 Q When you say you imagine, you're imagining
21 about an action you would have taken, correct?
22 A That's the way it should have been. That's
23 probably what I did, yes.
24 Q But you're not sure if you did deposit it?
25 A It was a while back. I don't recall.
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Q And was that an installment sales contract?
A 1 believe that's what it was called, yes.
Q The Millers did not take out a mortgage for
the home, is that correct?
A Right.
Q They made monthlY payments?
A Right.
Q And did you receive those monthly payments?
A up until about December of '95, 1 believe,
yes.
Q '95 or '96?
A '96.
Q That's when you were removed as power of
attorney?
A Yes.
Q What did you do with those monthly payments
when you received them?
A Also deposited them in one of her accounts.
Q Are you sure that you deposited them or again
that is what you imagined you would have done?
A That's what 1 imagined 1 would have done.
Q What bank accounts were you using at that
time?
A She used Mellon Bank.
BY THE COURT:
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Q That's where you made all your deposits, in
Mellon Bank?
A
She -- I believe so, yeah. She also had a
money market account.
Q with what bank?
A with U.S. Clearing.
Q with what?
A U.S. Clear -- with the brokerage firm.
Q And was that -- she had that account, and you
took things over?
A Yes, I did.
Q Did you deposit those monthly checks from the
installment sales, all of them, in the Mellon Bank account?
A I'm not sure which account I put them in, but
her money market account was from this same account that I
spoke of earlier.
BY MR. WEBER:
Q Did you check with the power of attorney
document executed on August 3rd of 1993 to determine whether
that gave you the ability to invest funds of Mrs. Vogelsong
in a limited partnership in which you were the general
partner?
A I did not.
MR. WEBER: I'd like to have this marked as
Petitioner's Exhibit 4.
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1 (Whereupon, Petitioner's Exhibit No. 4 was
2 marked for identification.)
3 BY MR. WEBER:
4 Q These are two checks made out on Mildred
5 Vogelsong's account on Mellon payable to Robert Spangler.
6 One is dated February 20th in the amount of $1,500.00 and
7 the other one is February 27th in the amount of $500.00.
8 And those are who signed those checks?
9 A That is my signature.
10 Q Can you tell me what those payments to you
11 were for?
12 A Those were just loans to me.
13 Q Were those loans documented by any loan
14 writing showing the indebtedness from you to Mrs. Vogelsong?
15 A I do have a report of that, yes.
16 Q Did you turn over to Messiah Village a copy?
17 A I believe I gave them copies.
18 Q And when would you have given that to them?
19 A At the same time I gave them all the other
20 materials.
21 Q Are there any other loans that Mrs. Vogelsong
22 made to you through her power restate that. Are there
23 any other loans that you made as power of attorney for Mrs.
24 Vogelsong to yourself?
25 A If YOU're referring to each of these
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1 individually as a loan, I kept it as -- there were other
2 times that I did borrow money from her. I mean when she was
3 home and well I borrowed money from her and had her sign.
4 We both signed a promissory note.
5 Q Well, how often did this happen?
6 A Off the top of my head, I don't recall.
7 Q How about when she wasn't well. Did this
8 practice of you borrowing money from Mrs. Vogelsong's
9 account continue?
10 A Yes, sir, it did.
11 Q How about any of your family members? Did
12 they borrow any money from her through you as her power of
13 attorney?
14 A Not that I recall.
15 Q Is it possible?
16 A It's possible I made a check out to one of my
17 family members but considered it more a loan to me. I
18 don't--
19 Q Why would you make the check out to the
20 family member if it was your own personal loan?
21 A Because that's where the money was needed. I
22 don't recall if it even happened, but it's possible.
23 Q Do you have any idea as to the amount of
24 these loans that you made to yourself through Mrs.
25 Vogelsong's accounts?
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A It's -- it's substantial. I don't know the
figure off the top of my head, but it is sUbstantial,
several hundred thousand dollars.
Q You borrowed from her?
A Yes.
Q As power of attorney?
A Yes.
Q Did you execute -- is there anything securing
these loans?
A There is not.
Q Have any of them been paid?
A Excuse me. She does have a mortgage on my
property.
Q Which property is that?
A My residence and office.
Q Did you provide a copy of that mortgage to
Messiah Village?
A I believe I did. I did, yes.
Q Is that recorded in
A It was in -- I mean that should have been __
she had that herself. That should have been in the things
that I gave, and it may even have been in the material that
was stored in her garage.
Q When was this mortgage taken out?
A Off the top of my head I don't recall. I
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1 would have to
2 Q Was it before you became power of attorney?
3 A No. No.
4 Q How did she get possession of that herself?
5 A Well, I became power of attorney long before
6 I began using the power of attorney. I was the power of
7 attorney in the event that she became ill.
8 Q And by using the power of attorney, do you
9 mean making loans to yourself through the power of attorney?
10 A Doing anything with the power of attorney.
11 Q Including making
12 A Right, including that.
13 MR. WEBER: May I have a minute, Your Honor?
14 THE COURT: Go ahead. Sure.
15 BY MR. WEBER:
16 Q You sold Mrs. Vogelsong's personal residence
17 to the Millers, is that correct?
18 A That's correct.
19 Q At the time of that sale did you ever suggest
20 to the Millers that the transaction occur without ever
21 informing Mrs. Vogelsong?
22 A I don't recall. No, I did not, because I
23 even suggested to Mrs. Vogelsong that she write into the
24 agreement that they -- the mortgage be considered paid in
25 full when she deceased.
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BY THE COURT:
Q Who prepared the installment sales contract?
A The attorney that prepared that was steven
Nicholas.
Q Where's he from?
A From Harrisburg.
Q You secured him?
A Yes, I did, and I believe they had their own
attorney look over the agreement.
BY MR. WEBER:
Q Just so I'm clear, you never told either Lee
or Connie Miller that you were going to sell the house
without telling Mrs. Vogelsong?
A No, because I did tell Mrs. Vogelsong and
even consulted her on the arrangements.
Q But before ultimately consulting her, you
never told them?
A Not to the best of my knowledge, no.
Q The loans that you made to yourself, you said
several hundred thousand dollars?
A Yes.
Q Can you give me any better ballpark figure
than that?
A TWo, three, several.
Q Two to three hundred thousand dollars?
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1 A Yes.
2 Q And they would have been written on checks
3 from what account?
4 A They would have been written on -- well, she
5 had three accounts, and I'm sure there were some from every
6 one of those accounts at one time or another. It was in
7 bits and pieces, not in one lump sum.
B BY THE COURT:
9 Q And when you wrote yourself a loan as you
10 call it, did you sign a note and put it back in her papers
11 whereby it indicated that you had made a loan?
12 A Initially I did and from then on I just kept
13 a running balance of that.
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20 Q What is the value of your residence and
21 business property?
22 A Approximately, I would guess, 225,
23 $250,000.00.
24 Q Did you use money as power of attorney to buy
25 your business property?
Q And you felt as power of attorney you had the
authority to lend yourself money?
A I did, yes.
Q What was the interest rate on those loans?
A On the note itself was ten percent and on the
mortgage was eight. On the unsecured note it was ten.
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1 A No, I owned it prior to that and she then
2 lent me money to refinance.
3 Q And when you say she lent you money, was that
4 her individually or you acting as her power of attorney?
5 A Initially it was her.
6 Q She lent you money individually?
7 A Initially she did, yes, and then -- I believe
8 the amount on that initially was thirty or forty thousand
9 dollars. I'm not sure which, and then after that, the
10 amount above that was me doing it myself.
11 Q So the balance of the two to three hundred
12 thousand dollar loans, either 160 or $260,000.00 came from
13 you acting as power of attorney?
14 A Yes.
15 Q The mortgage that you said was executed in
16 favor of Mrs. Vogelsong, did you actually execute jointly
17 with your wife?
18 A Yes.
19 Q Is the property held jointly?
20 A Yes.
21 Q Have you ever paid any money on the mortgage?
22 A Yes.
23 Q And in what account were these mortgage
24 payments made and deposited?
25 A Again, one -- it would have been anyone of
22
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1 the three.
2 Q When did you last make a mortgage payment?
3 A I am behind on the mortgage payments. The
4 last one was in Mayor June of last year. I'm not sure
5 which.
6 Q What was the amount of the mortgage payments
7 you were making?
8 THE COURT: Excuse me. Who prepared the
9 mortgage payments on that?
10 THE WITNESS: I did that myself.
11 THE COURT: You prepared the mortgage and you
12 recorded them down in the Recorder of Deeds office?
13 THE WITNESS: No, I did not.
14 BY MR. WEBER:
15 Q You had mentioned that these loans that would
16 have come from Mrs. Vogelsong through you would have been
17 written on one of the three accounts she had?
18 A That's correct.
19 Q You identified the Mellon account.
20 A There were two Mellon accounts. I'm
21 referring to those.
22 Q The other is the Clearing House account?
23 A That's correct.
24 Q Did Mrs. Vogelsong invest in any other
25 businesses that you operated or held a controlling interest
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in other than the 0 & D that we found evidence of?
A The business I'm in currently, Mader Drywall,
she made a small loan to this business at one point which
has been repaid with interest.
Q I'm sorry. What was that?
A Mader, M-a-d-e-r, Drywall.
Q When did she make that loan?
A That would have been, I would think, the
beginning of last year, the beginning of 1996.
Q So is this another one of those loans she
made or you made as power of attorney?
A Yes, sir. I did.
Q When was that paid off?
A I believe it only lasted a couple of months,
sir. Again, I don't have that with me.
Q Was that evidenced by any loan documentation?
A It was.
Q Did it have an interest rate?
A I believe that was ten percent as well.
Q And how would you pay those loans off?
A How?
Q Did you pay them with a check?
A Yes.
Q And were the checks then given to Mrs.
Vogelsong or were they deposited?
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A Deposited in her account.
a Which account would they have been deposited
in?
A Would have been in any of the three.
a How many checking or how many accounts do you
have the ability to draw a check on?
A I have the ability to draw checks on my own
account and my business account.
a Do you serve as a power of attorney for any
other individuals?
A I do not.
a How about a guardian?
A I do not.
a Your only account, you have one single
checking account or savings account?
A One single checking account.
a What institution is that with?
A PNC Bank.
a And under your name individually?
A Yes.
a Does your wife also have an account __
A She does.
a -- with the same institution?
A No, hers is with Pennsylvania State Employees
Federal Credit Union.
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o What about the business account that you
hold?
A Farmer's Trust.
o In your name alone?
A No, it's a corporation.
o What's the name of the corporation?
A Mader Drywall, Incorporated.
o Who are the --
A Myself and Stiles Mader.
o When was it incorporated?
A It was incorporated in June of 1996.
o Do you hold any offices in that corporation?
A I am secretary, I believe.
o Did Mrs. Vogelsong make any gifts to you or
any of your family members or close relatives?
A She did not.
o Did Mrs. Vogelsong own any stock,
pUblicly-traded stock?
A When I turned over -- at this point I don't
know. When I turned over her works, all of her paperwork,
she did still own, I believe, one stock.
o And what was that?
A I believe it was General Public utilities.
o Do you know how many shares?
A No, I'm afraid I don't.
26
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1 BY THE COURT:
2 Q Did you ever buy any stocks after you became
3 power of attorney?
4 A Yes, I did.
S Q And you say when you finished there was only
6 one left?
7 A Yes.
8 Q And what was done with the other ones?
9 A I bought -- I bought and sold stocks for her
10 as power of attorney.
11 Q And do you have a record of those?
12 A I can get one. I do not have one assembled,
13 but as we had said before, I turned over the records that I
14 had and I need to get those back in order to do a full
lS accounting.
16 THE COURT: Go ahead.
17 BY MR. WEBER:
18 Q The six to seven hundred thousand dollars as
19 you described as Mrs. Vogelsong's wealth __
20 A Um-hum.
21 Q -- before you became power of attorney.
22 A Um-hum.
23 Q What figure of those assets represent
24 indebtedness from Robert Spangler to Mrs. Vogelsong?
2S A I would say probably two thirds of it.
27
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1 Q When you took over?
2 A No, I -- when I took over, it was none.
3 Q It was none. So she had six to seven hundred
4 thousand dollars in assets, none of them being loans from
5 Bob Spangler?
6 A I'm sorry. There might have been one loan
7 that we discussed earlier that was either thirty-five or
8 forty-five thousand dollars.
9 Q So less than ten percent of either figure?
10 A Yes.
11 BY THE COURT:
12 Q When you took over as power of attorney, this
13 six or seven hundred thousand dollars, can you tell us where
14 that money was or what form it was?
15 A It was in personal property, her residence,
16 and she owns coin cOllections. It was in stocks, CD's,
17 mutual funds.
18 Q stocks, CD's?
19 A Certificates of deposit.
20 Q And mutual funds?
21 A Yes.
22 Q And as power of attorney then did you sell
23 and transfer assets in those three accounts?
24 A I sold them, not transferred.
25 Q Well, what did you do with the CD?
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1 A CD's were just matured or cashed in.
2 Q And then what did you do with the money?
3 A Again, I don't know. I made -- we may have
4 turned around and reinvested it in something else. I'm not
5 sure.
6 Q Did you keep an accounting of all of this,
7 everything that you did like that?
8 A Everything would have been there. There
9 would have been an accounting through her statements that
10 she got, her monthly statements from her brokerage accounts
11 and
12 Q From those statements have you prepared an
13 accounting to indicate when you cashed in a CD where that
14 money was deposited?
15 A No, sir. As I have said __
16 Q Don't you realize that you acting as power of
17 attorney, you're acting as a fiduciary? You have to be able
18 to account for every penny you receive and every penny
19 disbursed. Don't you know that?
20 A I can do that; however, I've turned all those
21 records over to Messiah.
22 MR. WEBER: Your Honor, I would just like to
23 place on the record that I was here during the February 24
24 hearing, and when we were getting into these lines of
25 questions Mr. Spangler said he didn't have the materials
29
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1 available to him at that time to provide this type of
2 information. He did not assert that he had already turned
3 it allover to Messiah.
4 From the boxes of materials Mr. spangler dropped
5 off at Messiah and I am more than willing to have him go
6 through them -- I do not see the type of transactions,
7 cashing in CD'S and then reinvesting them, but I am more
8 than willing to have him go through and prepare some type of
9 accounting.
10 BY MR. WEBER:
11 Q Can you estimate for me how much of Mrs.
12 vogelsong's money you lost in the stock market or through
13 your various forms of investment?
14 A I cannot even begin until I go through and
15 figure them out.
16 Q You had testified that at the inception of
17 your power of attorney she was worth six to seven hundred
18 thousand dollars and all but thirty-five or forty thousand
19 of that were assets other than loans from Mr. spangler,
20 correct?
21 A correct.
22 Q Loans to Mr. spangler?
23 A Yes, sir.
24 Q What is the percentage of Mrs. Vogelsong's
25 assets that are noW made up of obligations from you to her?
30
A
building.
BY THE COURT:
Q
A
Q
A
Q
A
ago.
Q
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Are there any other mortgages on your house?
There was one other mortgage, yes.
And who's that to?
A mortgage company. I'm --
And when was that taken out?
It was taken out approximately six months
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o But now there's no mortgage on the record
that would create a lien in favor of Mrs. Vogelsong, is that
correct? You didn't record
A I did not record it, no.
o You say you prepared one?
A I did prepare one.
o Is that the papers that you gave to Messiah?
A I believe it is, yes.
o And the mortgage bond?
A I don't know what you mean by mortgage bond.
Q In any event, there is a mortgage against
your property now, but that is not the one that you prepared
for Mrs. Vogelsong?
A I didn't quite follow your question. There's
a mortgage on my property now, yes.
Q But that was not the mortgage wherein Mrs.
Vogelsong was a --
A Well, there are two mortgages on my property,
yes.
Q But how many are recorded?
A Hers was not recorded.
THE COURT: Go ahead.
BY MR. WEBER:
Q When you took this mortgage from the mortgage
company six months ago, what was the amount of the mortgage?
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Fifty thousand dollars.
Was there an appraisal conducted?
They did an appraisal just on the house, not
A
Q
A
on the office.
Q And what -- do you know what the value of the
appraisal of the house was?
A I believe they said $140,000.00.
Q I believe you had testified you sold two
pieces of property for Mrs. Vogelsong, her residence and
something else?
A As far as I know she never had any other
property.
MR. WEBER: Your Honor, I could continue, but
it's sort of like grasping at straws here since we don't
have the full and final accounting. He's testified he
hasn't provided an inventory of what he had.
I believe he has provided sufficient information
that this individual as power of attorney conducted various
improper acts and also appropriated certain funds of Mrs.
Vogelsong's, and we can't determine the full extent of this
activity until we have that accounting.
I would again ask -- he was asked to prepare an
accounting in order to do so on June 2nd. Even if these are
all the materials, and I'm not sure if they are or not, it's
not an accounting.
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1 THE COURT: Well, I agree with that. I
2 certainly agree with that. I think what he's done he's
3 absconded a lot of her money that's never going to be
4 accounted for. Did you think, sir, that you had the power
5 to loan yourself money through this power of attorney?
6 THE WITNESS: I believed that I did, yes. I
7 was paying her interest on it, and I didn't see anything
8 wrong with it.
9 THE COURT: When did you get involved in
10 this, Mr. Houston?
11 MR. HOUSTON: I got involved -- Your Honor, I
12 got involved Friday or, excuse me, Monday afternoon of this
13 week.
14 THE COURT: I don't consider you to be very
15 reputable, but you do have a reputable attorney. I'm
16 willing to give some time on this, but you're going to have
17 to prepare an accounting, and by God you're going to go to
18 jail until you do.
19 THE WITNESS: I have no problem with that.
20 THE COURT: I think that YOU're not going to
21 be able to prepare one. I don't think you have any idea or
22 kept any records at all as to taking this money, what you
23 did with it, what you got, but I'm willing to give time to
24 have this done, and I'm willing -- I don't knoW if Mr.
25 Houston wants to take security of those records, but -- I
34
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1 don't know if he wants to or not.
2 I'm not even certain, Mr. Spangler, with a
3 reputable attorney as he is whether or not you're going to
4 be able to ever prepare an accounting, and obviously he
5 can't do it unless he has something to work on. How much
6 time are you going to need to prepare an accounting?
7 THE WITNESS: Well, this has gone back over
8 several years worth of materials, so it will take me --
9 THE COURT: I can't -- I don't understand
10 that you would not realize that when you handle someone
11 else's funds by God you've got to keep an accurate record of
12 every check that you submit, every withdrawal, where it
13 went. You know, you just can't come in and present a bunch
14 of papers and say, you know, this is what I did.
15 THE WITNESS: Well, that was never meant
16 THE COURT: And, I don't know, I guess a
17 power of attorney could say that you had -- that the person
18 who has the power can borrow money from the person who
19 you're acting for, but by God I don't see anything on this
20 that says you are.
21 MR. WEBER: I think it would create a
22 conflict that would then negate his ability to act as a
23 power of attorney.
24 THE COURT: I'll tell you, the hammer is
25 going to fall, Mr. Spangler, sooner or later, because if
35
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1 you've taken money that belonged to this woman and have used
2 it improperly, if you've done this, then you're going to pay
3 a penalty for that.
4 MR. WEBER: Your Honor, I recognize the need
5 for some time going through these, but I would just like to
6 interject that Mr. spangler was here in February.
7 THE COURT: I realize that, and he is just
8 jerking us around. He has an attorney now, and I'm certain
9 that if this can be done, why Mr. Houston will see that it
10 is. I don't think Mr. Houston is going to have enough
11 information that he's going to be able to work up an
12 accounting. Do you have any other questions?
13 MR. WEBER: No.
14 THE COURT: I've got juvenile court starting
15 at 9:00. I'm about ready to go.
16 MR. WEBER: I would like to make a request
17 that a bond be posted.
18 THE COURT: Not now. I'm not going to
19 require a bond be posted now.
20 ORDER OF COURT
21 AND NOW, this 12th day of June, 1997, Mr.
22 spangler appeared and has still not prepared a formal
23 accounting of his duties as power of attorney since he
24 received the power of attorney back on August 23rd, 1993.
25 By his own testimony today he has borrowed, and
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1 borrowed is the word he used, several hundred thousand
2 dollars from Mildred Vogelsong.
3 I will give him three weeks from today to file a
4 proper accounting for the period of time he served as power
5 of attorney for Mildred Vogelsong. He did appear today with
6 Christopher Houston, Esquire, an attorney from this Bar.
7 I do not know if the records that he says he
8 turned over to Messiah are sufficient to prepare an
9 accounting, but I will give him an opportunity to do so. I
10 would request that Mr. Weber, at the end of three weeks,
11 notify my office as to whether or not another hearing is
12 required on this case to finally determine it, and if it is
13 I will set it up at that time.
14 The exhibits presented today are admitted, and I
15 will keep them as part of the court record. Mr. Weber and
16 Mr. Houston will decide what will happen to the records that
17 Mr. Spangler turned over to Messiah.
18 By the Court,
19 /s/ Harold E. Sheelv
20 P.J.
21 (Whereupon, the above proceeding concluded.)
22
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GOLDBERG, KATlMAN &. SIIU'MAN, ".C.
111011\111, W.ber. Il"luir. . 1.0, .SRKS3
Auomeys (or Pttilioner
320 Markel S"..,
P. 0, Bu! 1268
lIanl.hu,.. PA I7IOR,1268
(717) 234..\161
MESSIAH HOME, a/kla
MESSIAH VILLAGE,
Petitioner
IN THE ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
NO. ~/- 'tlo- ~Y3
v.
ROBERT SPANGLER AS
POWER OF ATTORNEY OF
MILDRED VOGELSONG,
Respondent
ORDER TO SHOW CAUSE
AND NOW, this 3o'tlday of ..J\u ;)v::..1 ' 1996, a Citation is issued to
Robert Spangler, 26 Simpson Street, Mechanicsburg, Cumberland County, Pennsylvania 17055,
to show cause, if there be any, why he should not immediately satisfy Ms. Vogelsong's debt to
Messiah Village and further be replaced as Power of Attorney for Ms. Vogelsong.
Citation returnable twenty (20) days after service of this Order to Show Cause on the
Respondent.
BY THE COURT:
J.
1,,;97 - (Poi /
GOLDBERG, KATlMAN" SUU'MAN, P.C.
Thoma.l. Weber. Esqui.. ,I,D, IlKKl3
Attorney, for Petitioner
320 Market Sl....
p, 0, Du. 1268
Uarrisburg, PA 171011,1268
(717) 2344161
MESSIAH HOME, a/kla
MESSIAH VILLAGE,
Petitioner
IN THE ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
v.
NO.
ROBERT SPANGLER AS
POWER OF ATIORNEY OF
MILDRED VOGELSONG,
Respondent
PETITION TO COMPEL PERFORMANCE OF OFFIClA1~ RESPONSIBILITIES
AND REPLACE POWER OF ATTORNEY
AND NOW, comes the Plaintiff, Messiah Home, a/kla Messiah Village, by and through
their attorneys, Goldberg, Katzman & Shipman, P.C., and requests this Court to order the
Defendant, Robert Spangler, to properly discharge his duties as power of attorney of Mildred
Vogelsong and for appointment of a replacement power of attorney and in support of the same
avers the following:
1. Messiah Home is a not-for-profit Pennsylvania cooperation providing various
services to the aging, including nursing care, with its principal office and facility located at 100
Ml. Allen Drive, Mechancisburg, Cumberland County, Pennsylvania. It is generally known to
the public as Messiah Village.
2. Mildred Vogelsong is a resident in the personal eare unit of Messiah Village, who
Is currently 88 yenrs of age, and Is generally unable to mannge her financial affairs.
3. Respondent Robert Spangler is an adult individual with a last known residence of
26 East Simpson Street, Mechanicsburg, Cumberland County, Pennsylvania.
4. For a reasonable charge, Messiah Village provides necessary comfort and assistance
to Ms. Vogelsong.
5. Ms. Vogelsong has been a resident of Messiah Village since May 4, 1995.
6. As a result of Ms. Vogelsong's inability to manage her own financial affairs,
Respondent Robert Spangler has been granted a power of attorney.
7. As part of his responsibilities as power of attorney to Ms. Vogelsong, Respondent
Robert Spangler is required to utilize his power of attorney to payout of Ms. Vogelsong's funds
all proper debts incurred by Ms. Vogelsong.
8. Messiah Village has, in the nonnal course of business, notified Mr. Spangler of the
costs incurred by Ms. Vogelsong as a result of the care received at Messiah Village.
2
';;;"'~':';'<!;'.\'.h;""'J""'"
9. Despite Messiah Village providing valuable and necessary services to Ms.
Vogelsong, Respondent Robert Spangler has failed to pay Messiah Village's fees on behalf of Ms.
Vogelsong.
10. As of the end of June, 1996, Ms. Vogelsong owed twenty-three thousand five
hundred seventy-nine dollars and fourteen cents ($23,579.14) to Messiah Village.
II. By correspondence dated June 27, 1996, Messiah Village infonned Respondent
Robert Spangler of Ms. Vogelsong's debt and the serious nature of the delinquency. ~ copy of
June 27, 1996 correspondence attached hereto as Exhibit A.
12. On or about that same date, Respondent Spangler contacted Messiah Village and
indicated his intention to satisfy all outstanding bills incurred by Ms. Vogelsong no later than the
4th of July weekend. During this conversation, Mr. Spangler stated there was no cash or liquidity
difficulty with Ms. Vogelsong's assets, but instead that the delinquency was a result of Mr.
Spangler being very busy and not having sufficient time to pay these amounts on behalf of Ms.
Vogelsong.
3
Exhibit A
08-20-9608:18AM FROM MESSIAH VILLAGE
P002/002
TO 9-2346808
~~ah
/896
011' HUIII/"d Ylrlfrs of NJllislr] IIIltb 0/4" Niults
1996
June 27, 1996
1lobart SpansJer
26 East Simpson Street
Mecbanicsburg, PA 17055
Dear Mr. Spangler:
We are contacting you in your capacity 81 Power of Attorney fur Mildred Vogelsong. a resident
at Messiah Village. As you may be aware from our several attemptS It conw:ting you, Messiah
Village has provided substantial services to Mrs. Vogelsong for which we have yet to rcccive
paylUCllt, As of me end orJunc 1996, th_ amounta will approximate $24,000.
It is concerning to us that we have not received any communic:arlon from you rcaarding this
matter over the past several months. It is our desire to wor\c with residenu and their responsible
parties in a suaightforward manner as we believe honest and open discussion is in tho best
interests of all involved persons. This approach, however, requires that the responsible party, in
this instance you as Power of Attorney, carry out your fiduciaJy responsibilities to Mrs.
Vogclsonn by communicating with us as to availability of assets fur the payment ofSClViccs
already provided as well as services that may be rendered in the future.
In order to avoid the involvement oflega! (;Ounsc\ and the (;OstJ and potential ramifications of
such involvemeDt. we respectfully ask that you contact my office within one week of receipt of
this letter to discuu the oUUtanding balances relwo,d to the care ofMrs, Vogelsong.
We appreciate your prompt attention to this matter and look forward to hearing from you in the
very near future.
Sincerely,
John D. Finley
Vice President ofRcsources
ChieCFmancial Offia:r
IDF/dp
- '
COllli/lUIIIg Clfr. R.li"nl.1I1 Serf'lus
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Exhibit B
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~ Messiah SI
~~~LAGe ~
July 10, 1996
A rrii......., """mw.ily fow.1Ud i. .896 offrrin, afwI1 "",ti.wwm of an.
100 Mt. Allen Drive' P.O. Box 2015 . Mechanicsburg . PA 1705.5-2015
Phone: (717) 697-4666 . Fax (717) 79lh!l2OO
Robert Spangler
26 East Simpson Street
Mechanic:sburg, P A 17055
Dear Mr. Spangler:
We are contacting you in your capacity as Power of Attorney for Mildred Volglesong, a resident at
Messiah Village. As you are aware from our several attempts at contacting you, Messiah Village has
provided subS1lllltial services to Mrs. Volglesong for which we have yet to receive payment. As of the end
of June 1996, these amounts totaled $23,579.14 (See the enclosed bill and account history).
On June 27,1996,1 sent you a letter describing the serious nature of this circumstance. Also on June 27,
1996, you contacted me be phone and indicarcd your intention to pay all outstanding bills to Messiah
Village no later than the Fourth of July weekend. At that time you represented to me that there was no
cash sufficiency or liquidity difficulties with Mrs. VolgJesong's assets but rather that you were very busy
and have not had time to pay these amounts on her behalf. As of today, Messiah Village has not received
the payment you are responsible to pay as Power of Attomey. This is unacceptable to Messiah Village.
Regretfully, we must begin the process of involving either another individual or entity, such as a corporate
trustee, that has both the capacity and time available to serve as Power of Attorney and fulfill the requisite
fiduciary responsibilities to Mrs. Volglesong. It is our desire to effectuate this change with as Iinle
emotional stress on Mrs. Volglesong as is possible.
Accordingly, we are contacting our legal counsel to begin the process described above. We would
appreciate your cooperation in facilitating this transition and are still anxious to resolve this maner in an
efficient manner. Should I be contacted by you and receive payment for the amount set forth above prior
to July 15, we will explore with you the possible use of a corporate trustee to assist you in the duties of
Power of Anomey. Otherwise, we will assume that your removal as Power of Anomey will be in the best
interests of both Mrs. Volglesong and Messiah Village and will aggressively pursue such course of action.
Again, let me emphasize our desire to have this mater resolved in a cordial and timely fashion. I look
forward to hearing from you in the near future.
Sincerely,
~lb
John D. Finley
Vice President of Resources I Chief Financial Officer
cc: 'Jay Cooper, Esq.
Sandra Dripps, Cumberland County, Office of Aging
Exhibit C
LAWOFFICE.l
GOLDBERG, KATZMAN at SHIFMAN, P.C.
N)NAU) ... ItATtMAN
MAMY L QCM.D_.
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,ALL.L IWOIlTO
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AIMM.D a. KOGAN
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IVAN J.IItUNL.
DMW'. CIAHHOM
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120 MA1XF:\' ST1EET
STlAWlIEUY lQUAlE
p,O, lOX 1261
BAUlnUIO. PENNSYLVANIA 11101,1261
TELEFBONE(1I1) 21'''161
FAX (111) 2,..6101
.urn<<.M L.. Ol)U)IIM
DO_
July 16,1996
YOM OfIIItClI
I W. MAMIT f1'MIT
'fOlIC.. 'A 17'0\
"171 MS.,."
CANIU _...
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CAJIIJ&L'A 110'.
'''711'1-0117
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In w. CM0C0U01'l AWNA
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f7'n~'
lCOlWWOND TO
KAIIlI__OfIIItCG
Robert Spangler
26 East Simpson Street
Mechanicsburg, P A 17055
Dear Mr. Spangler:
We represent Messiah Village, which has reviewed with us the matter of the unpaid
account of Mildred Voglesong, for whom you are apparently power of attorney. From the
information made known to us, it appears that you are not discharging your responsibilities on
behalf of Ms. V ogleson responsibly, and you have made promises to Messiah Village which have
not been fulfilled,
We are of the opinion that under the law we can institute an action in the Cumberland
County courts against you for failing to discharge your responsiblities as power of attonrey, and
asking the court to sanction you and compel you to pay this account, as well as to file an account
and perhaps be removed from your position.
We truly hope that such action will not be necessary, but trust you will recognize that the
decision in that regard is up to you. We will expect your favorable response, which includes
payment in full of the existing account, within five days of the date of this letter, or we will
proceed to implement appropriate legal action against you.
Very truly yours,
~'
~ ~AI..t:t-~
onald M Katzman C;
RMKlkdm
cc: John D. Finley, Messiah Village
,
Exhibit 0
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0/30/9~ B 090914 CO-INS foRI 2b8~.OO 2b8~.00
7/31/9~ B 092079 CO-INS PRI lbbb.OO lbbb.OO
4/30/90 B 102762 PRIVATE 3878.~4 ,___.. _..,__.______3Jl78.~L
~/31/9b B 1039~7 PRIVATE 3848.18 :!S48.18
0/30/96 fl 10:;134 PRIVATE 3:!37.0b 3337.0b
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MESSIAH HOME, a/kJa
MESSIAH VILLAGE,
Plaintiff
v.
IN THE ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 21-96.683
ROBERT SPANGLER AS
POWER OF ATTORNEY OF
MILDRED VOGELSONG,
Defendant
FINAl, DECREE
(II,
AND NOW this 2~1 d~y of (k r'l f;C./""--. ,1996, based upon Petitioner's
Petition, Respondent's failure to answer the same, and Petitioner's Application for Final Decree,
it is hereby ORDERED: Robert Spangler is hereby dismissed from his Power of Attorney for
Mildred Vogelsong. Consistent with this Court's Order, Mr. Spangler will not attempt to
undertake any official action utilizing the Power of Attorney of Mrs. Vogelsong previously
granted to him. It is further ORDERED that Mr. Spangler shall relinquish all property, monies,
and records owned by Mrs. Vogelsong currently in his possession to this Court within twenty (20)
days. It is further ORDERED that Mr. Spangler will file within twenty (20) days an account with
the Court of all actions and transactions he has performed under the Power of Attorney granted
to him by Mrs. Vogelsong.
B~JH! CO~!R~~, //1
/ ,jc 'L ell . rt---
h
3. On September 3, 1996, counsel for Petitioner served a Citation, Order 10 Show
Cause and pelition to Compel Performance of Official Responsibilities and Replace Power of
AlIomey on Mr. Spangler by certified mail. A copy of Ihe certificate of service that was dockeled
in the Cumberland Counly Orphans' Court on September 4, 1996 is att.1ched herelo as Exhibil B.
4. Pursuanllo the Citalion and Rule to Show Cause, Mr. Spangler had Iwenty (20)
days or, unlil September 23, 1996, to respond to Pelitioner's Petition.
5. Respondenl failed to respond to Ihe Order 10 Show Cause and Cit.1lion and Ihereby
is precluded from doing so althis lime. C.C.R.P.208-1.
6. As a resull of Respondent's failure 10 appropriately discharge his duties as Power
of AlIomey of Mildred Vogelsong, as further evidenced by his failure to respond 10 Ihis Court's
Order to Show Cause and Cilalion, he must be removed as Power of AlIomey for Mrs. Vogelsong
so as to insure Ihal adequale measures are t.1ken 10 protecl her heallh and safety and ensure the
continuity of care she is currenlly receiving.
7. Since Petilioner's filing of the current Pelilion, Mrs. Vogelsong's heallh condition
has worsened.
8. Mr. Spangler has ignored numerous requesls from Pelitioner to discuss importanl
determinalions regarding Mrs. Vogelsong's care.
9. petitioner has reason to believe that funds belonging 10 Mrs. Vogelsong may have
been or, currenlly are being, diverled by Mr. Spangler for his personal use.
2
10, 1'0';""" h'reb, ."Ii" 10 'hi. COU" " "'" . fi", d""", d"mlo'., R_
I
'....'" {"'" hi, d,,;,, .. ","," .{ AII.m', {O< Mild"" V.",..., "" 'ddlU."""y. onIori.,
him "d'"" hlm",,,.{ 01' pm","y. "'.k '''''''''. mon'". ""'''''''d ",..,...{ _, ..m,
of Mrs. Vogelsong now is his possession to the COUrt within twenty (20) days.
" , 1'0" "on" {,- """''' !hot !h, COUrt rnd" M" _""'g!" 10 ... .. ""","
willdn '-Iy (20) do,,,{ 01' ,,1/.", ."'" hy him P'""", 10 hi, Pow".{ Allomey ...., M.,
Vogelsong with the Court.
Respectfully sUbmilled,
GOLDBERG, KATZMAN & SHIPMAN, P.C.
By:
Dated: OctOber 18 , 1996
-
AllOmeys for Petitioner
3
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Exhibit A
GOUlBF.RG, KA17J.IAN II 5111rMAN, r.c.
1'homa.1. W.ber. JlIquIIt .1.D.lSun
Anornty. f.r r.,hl.ntr
310 MI,bl 5'1t"
r. o. 80. 1161
111"""'/1. PA 17101.1261
(717) 234~161
MESSIAH HOME, alkJa
MESSIAH VILLAGE,
Petitioner
IN THE ORPHANS' COURT DMSION
CUMBERLAND COUNTY , PENNSYLVANIA
NO. &./ -qfc - l,,'i? J
v.
ROBERT SPANGLER AS
POWER OF ATTORNEY OF
MILDRED VOGELSONG,
Respondent
ORDER TO SHOW CAUSE
AND NOW, this ,3o~ay of ()u~uJ-. , 1996, a Citation is issued to
Robert Spangler, 26 Simpson Street, Mechanicsburg, Cumberland County, Pennsylvania 17055,
to show cause, if there be any, why he should not immediately satisfy Ms. Vogelsong's debt to
Messiah Village and further be replaced as Power of Attorney for Ms. Vogelsong.
Citation returnable twenty (20) days after service of this Order to Show Cause on the
Respondent.
BY THE COURT:
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IN THE ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 21-96.683
MESSIAH HOME, a1k1a
MESSIAH VILLAGE,
Plaintiff
ROBERT SPANGLER AS
POWER OF A TIORNEY OF
MILDRED VOGELSONG,
Defendant
ORDER
. (Ij-
AND NOW this (L day of December, 1996, an Order is hereby issued against
Respondent Robert Spangler compelling him to comply with this Court's final decree of October
24, 1996, within ten (10) days of the date hereof or face further punishment as the Court deems
just.
BY TH COURT:
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3. On October 24, 1996, this Court by the Honorable Harold E. Shcciy issued II rinal
Decree dismissing Robert Spangler as Power of Attorney for Ms. Vogelsong and further ordering
Mr. Spangler to relinquish all property, monies, and records owned by Ms. Vogelsong currently
in his possession within twenty (20) days and further ordering Mr. Spangler to file an account
within twenty (20) days. ~ copy of Final Decree attached hereto as Exhibit A.
4. To date, Respondent Robert Spangler has failed to comply with the court order in
that he has not deposited any property owned by Ms. Vogelsong with the Court nor has he
provided an accounting of all transactions undertaken by him as power of attorney for Ms.
Vogelsong.
5. The accounting is necessary so that the location of Ms. Vogelsong's assets can be
identified and the appropriate corporate trustee approached for purposes of assuming the power
of attorney or guardianship of Ms. Vogelsong.
6. Mr. Spangler's continued refusal to comply with his obligations as power of
attorney and flaunting of this Court's authority endangers Ms. Vogelsong's health and safety and
requires the Petitioner to expend considerable time and energy attempting to see that Ms.
Vogelsong's interests are protected.
2
Exhibit A
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2. Following the issuance, and selVice, of an Order to Show Cause and
CitAtion, (~Exhibit "A"), and Respondent's failure to answer the same, an application
for a Final Decree was filed by the Petitioner on October 18, 1996.
3. On October 24, 1996, this Court by the Honorable Harold E. Sheely issued
a Final Decree dismissing Robert Spangler as Power of Attorney for Mrs. Vogelsong and
further ordering Mr. Spangler to relinquish all property, monies, and records owned by
Mrs. Vogelsong currently in his possession within twenty (20) days and further ordering
Mr. Spangler to file an account within twenty (20) days. ~ copy of Final Decree
attAched hereto as Exhibit "B".
4. Despite proper service of the Final Decree, the Respondent failed to take
the ordered conduct.
5. Based on Respondent's continuing refusal to abide by the Final Decree, the
Petitioners filed on or about December 9, 1996, a Petition for Enforcement of Final
Decree.
2
6. On December 13, 1996, this Court by the Honorable Harold E. Sheely
issued an Order against Mr. Spangler compelling him to comply with this Court's Final
I
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Decree of October 24, 1996, within ten (10) days or face further punishment as the
Court deemed just. ~ copy of December 13, 1996 Order attached hereto as Exhibit
"CO.
7. To date, Mr. Spangler has failed to comply with the court order in that he
has not deposited any property owned by Mrs. Vogelsong with the Court nor has he
provided an accounting of all transactions undertaken by him as power of attorney for
Mrs. Vogelsong.
8. The accounting is necessary so that the location of Mrs. Vogelsong's assets
may be identified and the appropriate corporate entity can be approached for purposes
of assuming the power of attorney or guardianship of Mrs. Vogelsong.
9. Also in contravention of the Final Decree of October 24, 1996, the
Petitioner has received evidence that as late as December of 1996, the Respondent was
continuing to issue checks from Mrs. Vogelsong's account. ~ a copy of the checks
attached hereto as Exhibit "0".
3
Cvhlhlt A
GOLDBERG, KA~IAN" S111P~IAN, P.C.
Thomu 1. Weber. Esqui... J.D,158853
Aaome:)'1 (or Petitioner
320 Martel 5.....
P. O. 80. 1261
Harrl.bu/l. PA 17101.1261
(717) 23-4-4161
MESSIAH HOME, alkJa
MESSIAH VILLAGE,
Petitioner
IN THE ORPHANS' COURT DMSION
CUMBERLAND COUNTY, PENNSYLVANIA
NO. ,;)} - 9(, -(,S'3
v.
ROBERT SPANGLER AS
POWER OF ATTORNEY OF
MILDRED VOGELSONG,
Respondent
ORDER TO SHOW CAUSE
AND NOW, this &:l=Lday of GU':f-ud.: , 1996, a Citation is issued to
Robert Spangler, 26 Simpson Street, Mechanicsburg, Cumberland County, Pennsylvania 17055,
to show cause, if there be any, why he should not immediately satisfy Ms. Vogelsong's debt to
Messiah Village and further be replaced as Power of Attorney for Ms. Vogelsong.
Citation retumable twenty (20) days after service of this Order to Show Cause on the
Respondent.
BY THE COURT:
I s1.J. J,.qA-~1 FitL,
J.
,- ,
MESSIAH HOME, a/k/a
MESSIAH VILLAGE,
Petitioner
: IN THE ORPHANS'COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 21-96-683
v.
:
ROBERT SPANGLER AS
POWER OF ATTORNEY OF
MILDRED VOGELSONG,
RESPONDENT
:
:
CITATION
WE COMMAND, you that laying aside all busl.ness and exr.uses
whatsoever, you be and appear in your proper person before the
Honorable JUdges of the Common Pleas Cour.t, Orphans' Court
Division at a session of the said Court there to be held,
for the County of Cumberland to show r.ause why if there be
any, why he should not immediately satisfy Ms. Vogelsong's
debt to Messiah Village and further be replaced as Power of
Attorney for Ms. Vogelsong.
Citation returnable twenty (20) days after servir.e of this
Order to Show Cause on the Respondent.
Witness my hand and official seal of office at Carlisle,
Pennsylvania this 30th day of August, 1996.
,
.Lewis
Cler of Orphans'
Cumberland County
carlisle,pa.
exhIbit B
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MESSIAH
MESSIAH
HOME, a/k/a
VILLAGE,
Petitioner :
IN THE ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, PENNSYLVANIA
.
.
V.
ROBERT SPANGLER AS
POWER OF ATTORNEY OF
MILDRED VOGELSONG,
Respondent :
.
.
NO. 21-96-683 ORPHANS' COURT
ORPHANS' COURT DIVISION
.
.
ORDER OF COURT
AND NOW, this
. ') ill
I-
day of FEBRUARY, 1997, based on the
facts set forth in the attached petition, Robert Spangler is
directed to appear before me on Monday, February 24, 1997/ at
2:00 p.m., to explain why he has not complied with my Order of
Court dated, October 20, 1996/ and December 13, 1996.
If I find he has not complied with the orders, absent a
proper excuse, I intend to make a finding of civil contempt and
sentence him to the Cumberland County Prison until he complies
with the orders. If he fails to appear on the date and time
indicated I will issue a bench warrant for his arrest. I will
mail copies of this order to Mr. Spangler at the address of 26
East Simpson Street, Mechanicsburg, Pal I would also request
counsel for petitioner to have a copy of this order served on Mr.
Spangler by the Sheriff of Cumberland County, or if that cannot
be accomplished, certified mail return receipt requested.
cc: Thomas J. Weber, Esq.
Attorney for Petitioner
Robert Spangler
26 E. Simpson st.
Mechanicsburg, Pal
By T'(courlt:~.
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INRE:
: IN THE ORPHANS' COURT DIVISION
: CUMBERLAND COUNTY, PENNSYLVANIA
MILDRED E. VOGELSONG,
an Incapacit.1ted Person
: No.
PETITION TO AQTUDlCA TE INCAPACITA TED
AND TO APPOINT GUARDIAN OF THE ESTA TE
AND PERSON AND TO REQUIRE AN ACCOUNTING
TO TIlE HONORABLE JUDGE SITfING JN TIlE ORPHANS' COURT DMSION:
The Petition of MESSIAH HOME, a/kIa MESSIAH VILLAGE (the "Petitioner"
or "Messiah Village"), presented through its counsel for this matter, Thomas Weber,
Esquire of Goldberg, Katzman & Shipman, P.C., hereby states, to the best of its
knowledge, information and belief, as follows:
I. The alleged incapacitated person, Mildred E. Vogelsong (the "Alleged
Incapacitated Person" or "Mrs. Vogelsong"), now resides at the Messiah Village,located
at 100 Mount Allen Drive, Mechanicsburg, Cumberland County, Pennsylvania 17055;
and her mailing address is the same.
2. Mrs. Vogelsong commenced her residence at Messiah Village on May 4,
1995, when she left her personal residence for medical reasons; and she has resided at
Messiah Village continuously since then.
"
3. Mrs. Vogelsong is 89 years old, having been born on March 2, 1908. Mrs.
Vogelsong is a widow. TIle Pctitioner believcs that Mrs, Vogelsong has no living children
or relativcs. When Mrs. Vogelsong was admitted in 1995, Mr. Robert Spangler, Jr., with
a last known rcsidcncc of 26 East Simpson Strect, Mechanicsburg, Cumberland County,
Pennsylvania 17055, was the agent of Mrs. Vogelsong pursuant to an existing Powcr of
Attorncy. However, Mr. Spangler was dismissed from his Power of Attorney by an ordcr
of court dated October 24, 1996. TIlere is no family contact whatsoever, and the
Pctitioner bclieves that Mrs. Vogelsong has no immcdiate family rcmaining. Thc only
individual who has been identified as a potential guardian for Mrs. Vogelsong prcviously
purchased Mrs. Vogelsong's personal residencc and is in the process of paying for it over
time; thus, this individual would be deemed to have a conflict of interest in representing
Mrs. Vogelsong's estate.
4. The Alleged Incapacitated Person is not a patient in a mental hospital. She
is receiving long-term intermediate residential nursing care at Messiah Village,
5. The Petitioner is Messiah Village, a corporation trading and doing business
in Pcnnsylvania. The Petitioner maintains a place of business located at 100 Mount
Allen Drive, Mechanicsburg (Cumberland County), Pennsylvania 17055.
2
6. TIle Petitioner Is not related to the Alleged Inc.1padtated Person. However,
as stated above, the Petitioner provides residential and medical care and services to Mrs.
Vogelsong, which, in the past, has occurrcd on a "private pay". Howevcr, at this time,
Mrs. Vogelsong rcceives total assistance and ADL care. By virtue of such residence and
this business relationship, the Petitioner is interested in Mrs. Vogelsong's welfare, and
is generally familiar with her situation and needs. Mrs. Vogelsong presently owes
Messiah Village approximately $23,168.67 and so, as a creditor, Messiah Village would
be an unlikely guardian.
7. The names and addresses of the spouse, parents, and those persons who
would be the intestate heirs (or next of kin) of the Alleged Incapacitated Person are as
follows: NONE
8. The names and addresses of the person or institutions providing residential
services to the Alleged Incapacitated Person are as follows: Messiah VilIage. 100 Mount
Allen Drive, Mechanicsburg (Cumberland County), Pennsylvania 17055.
9. The names and addresses of others providing services to the Alleged
Incapacitated Person are as follows: NONE
3
"
10. TI,c infonnation rcgarding thc monthly income of thc Allcgcd Incapacit.'1tcd
Pcrson is exclusively within thc control of Robcrt F. Spanglcr, Jr., obtaincd in his formcr
capacity as powcr of attorncy to Mrs. Vogclsong. In opcn court on an ancillary mattcr,
Mr. Spanglcr tcstificd under oath in front of the Honorable Harold Sheely that Mrs.
Vogelsong's net worth is approximately $600,000 to $700,000.
II. TI,e Petitioner, as a provider of long-tern, intern,ediatc rcsidential nursing
care, including room and board, ancillary medical supplies, medications, and certain
medical services, has a current balance duc and owing of approximately $23,167.00,
stated as of August 16, 1996. This balancc is increasing at a rate of approximately
$4,600.00 per month. Currently, the Petitioncr cannot satisfy this debt by action
against the Alleged Incapacitated Person, due to her disability.
12. The Alleged Incapacitatcd Person was ncver a member of the Arn,cd
Services of the United States. The Alleged Incapacit.'1ted Person is not rcceiving benefits
from the United States Veterans Administration.
13. TI,e Petitioner rcquests that Neighborhood Services of L'Incaster, Inc. (the
"Proposed Guardian"), be appointed as Guardian of the Person and Estate of thc Alleged
Incapacitatcd Person. TI,e Proposed Guardian is a corporation with a place of business
4
I B. TIle reasons why this guardiallShip is being sought relate to the mental and
physical conditions of Mrs. Vogelsong and the resultant limitations on her abilities to
conduct her own financial affairs. Medically. she is alert to concrete things, such as self,
place and approximate time, but does not have any understanding about financial
matters, etc. She suffers from mild progressing dementia. She also suffers from
Osteoarthritis, ambulatory dysfunction and decreased range of motion. Her condition
is degenerative and irreversible. This deterioration has progressed to the point where
Mrs. Vogelsong is unable to manage her own affairs, including the payment of her bills,
and the disposition of her income for her own benefit, Despite efforts over the past six
months by the Petitioner to secure a family member to manage the financial affairs of
Mrs. Vogelsong under a power of attorney or some other arrangement, no family
members can be located, so that the Petitioner sees no alternative but to me this petition
seeking the appointment of a guardian of the person of Mrs. Vogelsong,
19. The functional limitations and physical and mental condition of Alleged
Incapacitated Person demonstrate the need for a guardian of her person. Mrs. Vogelsong
is somewhat confined to a lounge chair or bed and cannot walk without assistance. She
cannot provide for her own care in such basic areas as nutrition and personal hygiene.
Her mental st.,te is unpredictable and unstable, with demonstrated memory loss and
confusion.
6
20. Certain steps have been taken in order to find less restrictive alternatives
to the appointment of a guardian. Regarding financial matters, these included attempts
to have the previous power of attorney fulfill his obligations, obtain a power of attorney
from a family member, and discussions about the need to have some advisor assist in
financial matters. However, none of these less restrictive measures proved possible.
21. Mrs. Vogelsong is unable to manage her own financial affairs whatsoever.
The Petitioner believes that Mrs. Vogelsong is incapable of conceiving or completing a
workable alternative to handle her financial affairs, and no individual appears willing to
accept such responsibilities. In the meanwhile, Mrs. Vogelsong's assets are subject to
deterioration or loss, and her bills remain unpaid.
22. The Petitioner believes that Mrs. Vogelsong suffers from such mental and
physical impainnent which would affect her ability to receive and evaluate information
effectively and to communicate decisions, and that such impainnent is significant enough
to render her totally unable to manage her financial resources or to meet essential
requirements for her physical health and safety.
7
27. In thc ancillary court procccding, Mr. Spanglcr was ordcrcd to providc a
dctailcd accounting of Mrs. Vogelsong's asscts and his conduct while opcrating as power
of attorncy. m Copy of October 24, 1996 Order attachcd hcreto as Exhibit "B".
28. To datc, Mr. Spanglcr has failed to provide the accounting.
29. Mr. Spangler testified that Mrs. Vogelsong's net worth is approximately
$600,000 to $700,000.
30. The accounting is required to enable thc propos cd guardian or whocver
assumes the position of behalf of Mrs. Vogelsong, to apprcciate and properly supervisc
her estate.
The Petitioner respectfully requests that the Court, under Section 5511 of the
Probate, Estates and fiduciaries Code, issuc a citation to thc Alleged Incapacitated
Person, Mildred E. Vogelsong, and to such other persons as the Court shall direct, to
show cause why the Allcged Incapacitated Pcrson should not be adjudged to be an
incapacitated person and a plenary guardian of her estate, proposed to be the Proposed
Guardian, be appointed and further order that at thc timc of the hearing on the
9
determination of Mrs. Vogelsong's capacity, Robcrt Spanglcr to providc a full and
detailed accounting.
Respectfully submittcd,
PETITIONER MESSIAH VILLAGE:
Vice President of Resources/Chief Financial
Officer
Dated: ~IA', '" I 'i', , 'I 1 1 By:
.
Dated: 3' Z<f. ~ 7
COUNSEL FOR THE PETITIONER:
~'~~Ui~
Supr. Ct. 1.0. #58853
Goldberg, Katzman & Shipman. P.C.
P. O. Box 1268
Harrisburg, PAl 71 08-1268
(717) 234-4161
Attorney for Petitioner
10
Exhibit A
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INRE:
: IN THE ORPHANS' COURT DIVISION
: CUMBERLAND COUNTY, PENNSYLVANIA
MILDRED E. VOGELSONG,
an Incapacitated Person
: No. 96.683
NOTICE REGARf)fNG REPRESENTATION OF
AHEGED INCAPACITATED PERSON
TO THE HONORABLE JUDGE SITTING IN THE ORPHANS' COURT DIVISION:
In confonnity with the statute, 20 Pa. C,S. ~5511(a), please take notice that counsel has not
been retained by or on behalf of the alleged incapacitated person, and that the hearing to determine
this matter is scheduled on June 2, 1997 at 10'00 a m at the Cumberland County Courthouse
Or:phans' Court Divisioll,
Date: May 6, 1997
w~
Th mas 1. Web ,Esquire
Supr. I.D. #58 53
Goldberg, Katzman & Shipman, P.C,
P. O. Box 1268
Harrisburg, P A 17108-1268
(717) 234-4161
Attorney for Petitioner
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CERTIFICATE OF SERVICE
I hereby certify that I am this date serving a copy of the foregoing document upon
the person(s) and in the manner indic.1ted below, which service satisfies the requirements
of the Pennsylvania Rules of Civil Procedure, by depositing a copy of same in the United
States Mail, Harrisburg. Pennsylvania, with first-class postage, prepaid, as follows:
Robert J. Spangler, Jr.
26 East Simpson Street
Mechanicsburg, PA 17055
Mildred E. Vogelsong
Messiah Village
100 Mount Allen Drive
Mechanicsburg, PA 17055
GOLDBERG, KATZMAN & SHIPMAN, P.C.
Th as J. We er, Esquire
Att rney I.D. #58853
320 Market Street
P. O. Box 1268
Harrisburg, PA 17108-1268
(717) 234-4161
Attorneys for Messiah Home, a/Ic/a
Messiah Village, Petitioner
Dated: May 6, 1997
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INRE:
: IN THE ORPHANS' COURT DIVISION
: CUMBERLAND COUNTY, PENNSYLVANIA
MILDRED E. VOGELSONG,
an Incapacitated Person
: No. 96.683
PROOF OF SERVICE OF CITATION
I, THOMAS J. WEBER, being duly sworn according to law, depose and state that
service of a copy of the Citation and Petition, a copy of which is attached, was made
upon Mildred E. Vogelsong, the alleged incapacitated person, by handing a copy of it to
her on April 25, 1997, at 2:15 p.m. at Messiah Village, 100 Mount Allen Drive,
Mechanicsburg, PA 17055.
I read the Petition and Citation to the alleged incapacitated person, and then
explained the documents to her, to the maximum extent possible, in language and terms
she was most likely to understand.
Sworn to and subscribed
before me this I, II'-day of
May, 1997.
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Notary Public\]
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NOTARIAL seAL
KIMBERLY D, MILLER. Nolary Publ,c
Harrisburg. Dauphin Ccunly
My Commission e'plres f.ug. 19, 1999
..
CERTIFICATE OF SERVICE
I hereby certify that I am this date serving a copy of the foregoing document upon
the person(s) and in the manner indic.'lted below, which service satisfies the requirements
of the Pennsylvania Rules of Civil Procedure, by depositing a copy of same in the United
States Mail, Harrisburg, Pennsylvania, with first.c1ass postage, prepaid, as follows:
Robert J. Spangler, Jr.
26 East Simpson Street
Mechanicsburg, PA 17055
Mildred E. Vogelsong
Messiah Village
100 Mount Allen Drive
Mechanicsburg. PA 17055
GOLDBERG, KATZMAN & SHIPMAN, P,C.
By:
o as J. Web r, Esquire
Attorney 1.0. #58853
320 Market Street
P. O. Box 1268
Harrisburg, PA 17108-1268
(717) 234-4161
Attorneys for Messiah Home. a//<Ia
Messiah Village, Petitioner
Dated: May 6, 1997
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SHERIFF'S RETURN - REGULAR
CAS~ NO: 1~~6-00&8J 0
COMMONW~ALTH UF P~NNSYLVANIA:
COUNTY OF CUMH~RLAND
VlJm:I.SONI; MILDR~D
VS.
SPANIiI.I::R ROB~;RT
MCCHA!I._ HARRCCK . Sh~riff or D~puty Shertff of
CUMBERt.AND Gounty, Pennsylvania, vho being duly svorn according
to lay, says, the vi thin I)RD~R UF CUlmT vas served
the
upon SpANGL!R ROH~RT
defendant, at _.':127:00 HOURS, on the Jrd day of June
1 ':3':1'~ at . 2& _,~:AST S CMPSUN STR~ET
M!CHANICSBURG, PA 1?055
County, Pennsylvania, by handing to ROB!RT SPANGLER
a true and attested copy of the ORD!R OF COURT
and at the same time directing Hill. attention to the contents thereof.
. CUMBERLAND
Sheriff's Costs:
Docketing
Service
Affidavit
Surcharge
So ansvers: / ~~
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R. Th6mas K.l:lne, Shlr~11
18.00
6.20
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2.00
$l.b.~0
00'001::0' --"It dA !/
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Svorn and subscrtbed to before me
th ts ,{;- tJ..., doy of ~l<'Y'-<.
1':3C't1 ,A.D.
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_____ClerK.,~rpha,o 's (/.bur"
Cl[R~ C" 1':, C",'Ilr.rIS'COURl DIVISION
{,lJ~.':t.':I.,\im COI;;lTY PH,NSVlVANIA
'I~'" t~fii.:;ss:un bpilllS Tho Rrs1 Monday In Jan t9~
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GOLIlIlIIIIO. !{ATZMAN & Snn'MAN. p,c.
TnOMAS J. WEmm
ArrOl'l"I~V AT ..AW
nL.'O MAUKI~T STUf.I~T
SlUA.....lllmUy S(JlIAIlf.
IIAlmlSl1lllfU. I'A 17101
(1'.0. nox limn. 171U1t'l1.mll)
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INRE:
: IN TIlE ORPHANS' COURT DIVISION
: CUMBERLAND COUNTY,PENNSYLVANIA
MILDRED E. VOGELSONG,
nn Incapacitated Person
: No.
STATEMENT OF RIGHTS UPON APPOINTMENT OF A GUARDIAN
AN ORDER HAS BEEN ENTERED WHEREBY YOU HAVE BEEN ADJUDICATED AN
INCAPACITATED PERSON AND UNABLE TO CARE FOR YOURSELF AND/OR MANAGE
YOUR PERSONAL AFFAIRS, YOU HAVE THE RIGHT TO FILE EXCEPTIONS TO THE
COURT'S DECISION WITHIN TEN (10) DAYS OF THE DATE OF THE COURT'S ORDER.
IF YOU FAIL TO FILE EXCEPTIONS, THE ORDER WILL BECOME FINAL. IN THE EVENT
THAT YOU FILE EXCEPTIONS AND THEY ARE DENIED, YOU HAVE A RIGHT TO FILE
AN APPEAL TO THE SUPERIOR COURT WITHIN THIRTY (30) DAYS OF THE DATE OF
THE DENIAL OF THE EXCEPTIONS.
IN ADDITION, YOU MAY PETITION THE COURT AT ANY FUTURE TIME TO
MODIFY OR TO TERMINATE THE GUARDIANSHIP IF THERE IS A CHANGE IN YOUR
CAPACITY OR IF YOUR GUARDIAN FAILS TO PERFORM mS/HER DUTIES IN
ACCORDANCE WITH THE COURT'S ORDER.
IF YOU WISH TO APPEAL THE ORDER OR TO PETITION THE COURT TO MODIFY
OR TERMINATE THE GUARDIANSHIP, YOU HAVE THE RIGHT TO BE REPRESENTED
BY AN ATTORNEY. IF YOU DO NOT HAVE AN ATTORNEY, THE COURT MAY APPOINT
ONE TO REPRESENT YOU. IF YOU CANNOT AFFORD AN ATTORNEY, THE SERVICES
OF AN ATTORNEY WHOM THE COURT MAY APPOINT FOR YOU MAY BE PROVIDED
AT NO COST TO YOU,
IN RE:
MILDRED E. VOGELSONG,
AN INCAPACITATED PERSON
.
.
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96-6B3 ORPHANS' COURT
.
.
: ORPHANS' COURT DIVISION
ORDER OF COURT
AND NOW this 2ND day of JUNE, 1997, Robert Spangler was
directed by this Court, order dated April B, 1997, to be present
June 2, 1997, at 10:00 a.m. in Courtroom # 1 and to provide full
and final accounting of Mildred Vogelsong. The notice of the
hearing time was delivered by ordinary and certified mail. I'm
not certain from the signature, whether Mr. Spangler signed for
the certified letter.
Service of the new hearing date, June 12, 1997, at B:30 a.m.
will be handled by the Sheriff's Department of Cumberland County.
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H raId E.I:JheelY, P.J.
cc: Thomas J. Weber, Esquire
Robert Spangler
26 East Simpson Street
Mechanicsburg, Pa. 17055
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INRE:
: IN THE ORPHANS' COURT DIVISION
: CUMBERLAND COUNTY, PENNA.
MILDRED E. VOGELSONG.
an Incapacitated Person
: No. 21-96-683
rROOF OF SERVICE
I, Thomas J. Weber, depose and state that service ofa copy of the Final Order of
Court Appointing Plenary Guardian of the Estate and the Statement of Rights Upon
Appointment ofa Guardian, a copy of which are atlachcd hereto. was made upon Mildrcd E.
Vogelsong, the incapacitated person, by personally handing u copy of the same to her on
Tuesday, June 3,1997, at 2:10 p.m. at Messiah ViIlagc, 100 Mount Allen Drive,
Mechanicsburg, P A 17055. I read the Statement of Rights Upon Appointment of Guardian
and the Final Order to Mrs. Vogelsong, and then explained the documents to her. to the
maximum extent possible, in language and tenns she was most likely to understand,
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Sworn and Subscribed before
me this 10th day of June, 1997.
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My Commission Expires:
NOTARIAL SEAL
KIMBERLY 0, MILLER. Notary Public
Hanlsburg, Dauphin County
My COOlm;sslo~ e>.rlres Aug, 19. le99
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IN RE: CAsr.'loor1;r:lW1lHB'ORPHANS' COURT DMSION
CUMBERLAND COUNTY, PENNSYL V ANlA
.
; No. ~I -CliP -IA3
MILDRED E. VOGELSONG,
an Incapacitated Person
FlNAI. ORDF,R OF COlJRT
,-\'PPOTNTING PT.RNARY GUARDIAN OF 'mE ESTATE
AND NOW, this 2nd day of 1une, 1997, a hearing in this case having been held on 1une
2, 1997, and it appearing to the Court that Mildred E. Vogelsong was served with a Citation and
Notice of her hearing on April 25, 1997, and the Court finds that the physical and mental
condition of Mildred E. Vogelsong would be harmed by her presence at the hearing and further
finds from the testimony:
1. That Mildred E. Vogelsong medically is alert to concreto things,
such lIS self, place and approximate time, but doesn't have an understanding about
financial matters, etc. She receives some assistance and ADL care and suffers
from progressive dementia. Her condition is degenerative and irreversible, This
deterioration has progressed to the point where Mrs. Vogelsong is unable to
mana"ue her own affairs, including the payment of her bills, and the disposition of
,
her income for her own benefit. Her condition or disabillty Impairs her capacity
.
to receive and evaluate information cffcctively and to make and communicate
decisions concerning her management of financial affairs or to meet essential
requirements for her physical health and safely.
P.3
JUN 02 '97 12:09FI" GKS
2. That there are Insufficlcni supports available to assist Mildred E.
Vogelsong in such decisions and that there exists no other less resuictive alternative
mechanism for decision making.
3. That based on the total Incapacity of Mildred B. Vogelsong to
receive and evaluaJe Information and to make or communicate decisions, a plenary
Guardian of her Person and Estate is required on a permanent basis.
NOW. THEREFORE, based on the clear and convincing evidence supporting the
foregoing findings it is ORDERED, ADJUDGED AND DECREED that Mildred E. Vogelsong
be and is hereby adjudged a totally Incapacitated person, and that NEIGHBORHOOD SERVICES
OF LANCASTER, INC" is appointed Plenary Permanent Guardian of her person and Estate.
If there is a safe deposit box In the name of the incapacitated person alone or in the names
of the Incapacitated person and lI110ther or others, said safe deposit box shall not be entered by the
guardian except in the presence of a representative of the flllancial institution where the box is
located or In the presence of a representative of the O;phans' Court Division, The representative
present at the time of entry shall make or cause to be made a record of the incapacitated person's
property, and said record shall be rued with the Clerk of the Orphans' Court Division. None of
2
INRE:
: IN THE ORPHANS' COURT DIVISION
: CUMBERLAND COUNTY, PENNSYLVANIA
.....
MILDRED E. VOGELSONG.
an Incap1citaled Person
: No.
ST6.Tl<MF.NT OF RIGHTS UPON APrOThITMF.NT OF A GUARDIAN
.
AN ORDER HAS BEEN ENTERED WHEREBY yOU HAVE BEEN ADJUDICATED AN
INCAPACITATED PERSON AND UNABLE TO CARE FOR YOURSELF AND/OR MANAGE
YOUR PERSONAL AFFAIRS. YOU HAVE THE RIGHT TO FILE EXCEPTIONS TO THE
COURT'S DECISION WITHIN TEN (1 0) DAYS OF THE DATE OF THE COURT'S ORDER,
IF YOU FAlL TO FILE EXCEPTIONS, THE ORDER WILL BECOME FINAL. IN THE EVENT
\ TIIAT YOU FILE EXCEPTIONS AND THEY ARE DENIED, YOU HAVE A RIGHT TO FILE
(I
I AN APPEAL 10 TIlE SUPERIOR COURT WITHIN TIlIRTY (30) DA VS OF TIlE DATE OF
. i THE DENIAL OF THE EXCEPTIONS.
I
! IN ADDITION, YOU MAY PETITION, THE COURT AT ANY FUTURE TIME TO
MODIFY OR TO TERMINATE THE GUARDIANSHIP IF THERE IS A CHANGE IN YOUR
CAPACITY OR IF YOUR GUARDIAN FAlLS TO PERFORM mSIHER DUTIES IN
ACCORDANCE wrrn THE COURT'S ORDER.
IF YOU WISH TO APPEAL THE ORDER OR TO PETITION THE COURT TO MODIFY
OR TERMINATE THE GUARDIANSHIP, YOU HAVE THE RIGHT TO BE REPRESENTED
BY AN ATTORNEY. IF YOU DO NOT HAVE AN ATTORNEY, THE COURT MAY APPOINT
ONE TO REPRESENT YOU. IF YOU CANNOT AFFORD AN ATTORNEY, THE SERVICES
OF AN ATTORNEY WHOM THE COURT MAY APPOINT FOR YOU MAY BE PROVIDED
.
AT NO COST TO YOU.
CERTIFICATE OF SERVICE
I hereby ccrtify that I have this day served a copy of the foregoing document by
placing a copy of same in the United States Mail at Harrisburg, Pennsylvania, with first-class
postage prepaid and addressed to the following:
Mildred E. Vogelsong
Messiah Village
100 Mount Allen Drive
Mechanicsburg, P A 17055
Ms. Lorraine Gutierrez
Neighborhood Services of Lancaster, Inc.
1000 South Queen Street
P.O. Box 1593
Lancaster, PA 17608-1593
GOLDBERG, KATZMAN & SHIPMAN, P.C.
BY~W V-"
, '.
TI 0 as . Web9r, EsqUire
AUomey I. D. No. 58853
320 Market Strcet
Strawberry Square
P.O. Box 1268
Harrisburg, P A 17108
Telephone: (717) 234-4161
DATE: June 10, 1997
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cat: (D&DDIlSI
S/17/199~ RF Spongier 21,S4lW .246.166.42
cat: (D&D DIIS)
6!8119'}~ RF Spangler IO.()()(),(RI .2S6.166.42
cat: IRI:S.Nlllel
memo: Nllle
6/1711994 RF Spangler 22.II()O.OO .278.166.42
cal: IRFS.Nlllel
6/21/1 99~ R1: SJ'IIngler 2.S00,IKI .27S.666.42
SI'I.IT IRFS. Mlgel
IRFS. Mlgel 1,38653
Intlne 1.113.47
6/29/1994 RI: SJ'IIngler 8,1)()(),(KI .283,6(,(,.42
cat: IRI:S.Nllle)
7i6119'}~ R1: SJ'IIngler 9.000,()O .292.666.42
cal: IRI:S.NIII.\
71\9/19')4 RF SJ'IIngler 2,S(RI,OO .290.166.42
SI'I.IT IRI'S.Mtgel
IRFS. M'ge) 1.194,62
Inllne 1.IOSJ8
7/1911994 RF Sl'onl!ler 20,(KKI,(KI .270.166.42
cat: IRI:S.Nllte\
7119'199~ RF SJ'IInl!ler 381m .~69.78SJ3
1:31: Int Ine
memo: Nllle
8,'211994 RF SJ'IIngler 30,(RKl.lKI .299.78SJ3
cal: IRI'S.NII'el
8.811994 RF SJ'IIngler 20.lKKI,lKI .319.785.33
cat IRIIS.Nlllel
usce . Moncy Murkcl
USCC.Money Mkl Page J
7/10/1997
Dulc NUIlI Trunsuclion ()ccrcusc C Increusc Balance
. '-'-'~--'-~---
8,22:1')'),1 Itl' SI,,"~lcr 2,5IMIlMI ,,1\7 .28S,.U
SI'I.IT II1IS.MI~el
IIUS, M'~el \,.11I2,7(,
1IIIIIIe I.Im2,I
Ki:!2/11)t)4 IU'SI,,"~ler .1II.1MllIlIII .347.28S3.1
CRI: 1I1I'S,Nolel
8'23,1994 ItF S(14I1~ier 2l1.1MIlI,lMI -3(,7.28S33
cu\: (ltFS,Nolel
9,'2/1994 ItF Sl'nll~lcr 2S,'MMl,'Ml -392.28S,33
cat (ltFS.Nlllel
9'13'1994 ItF S"'U1~lcI \II.lMIIl,'MI -402.28S33
ca\: Iltl'S,Nlllc(
9120119<)4 ItI'S(14I1~lcr 2.SIKI,IMI -399.78S33
SI'I.IT IltFS- M'~c(
IRl'S. MI8C( 1.4\11.94
1IIIIIIc 1,118'),1)(,
91201\ 9<)4 R1: S(141181cr SII,IIlKI,IMI -449.78S,33
ca\: (1lI'S.Nolc(
10151 \ 91J.l RF S(141181c1 1_1IMI,IKI -448.48S.33
SPI.IT IRFS- M'8C(
(RFS. MI8C( 198,OS
1IIIIIIe 1,I01.9S
IO/S/I994 del' R1: S(141181el 5,700.lKl -442,78S.33
SPI.IT 1IlI'S.Nole(
IRI'S.No'e) 5.00,1.76
lnllne 696,24
101\9119<)4 Income Fund of America 29.989.76 -412,795.S7
mc:mo; IInllo RFS.Nole
1112:!i1994 del' R1: S(141181er I,SOO,OO -411.295,S7
SI'UT [ill'S. M'8e)
(RFS. M'8e) 419.17
lnllne 1.0811.83
1219/1994 RFS(141181c1 1,SIlO.OO -409,795,S7
SPI.IT [RFS- M'8e)
(RfS. M'8e) 421.62
lnllne 1,078.38
3/3/1995 Rf SI'1n81el 1O.01l0.1Kl -419,795,57
ca\: IIlFS.Nole)
3/15/\995 R1: SI'nn81er \II.IIIKI,OO -429.795,57
cat: I RFS.No'e (
3/3111995 R1: SI'nn81el \6,OIlO.lM) -445.795,57
ea\: IIlFS.Nole!
5/19119<)5 US Clearillg Corp 5,IllMI.IKl -4411.795.57
cat: [Mellollllnllk.MMI
6/19/1995 Unknown 3,5lKl,IMI -437.295.S7
6/20' 1995 US Clearing Corp 2.1MMI,IMl -43S.295.57
ca\: IMellon-<:llI:ckl
8/1/199S Unknown 3,4111.1Kl -431,894,57
8'18'1995 Unknown 2,136,17 -434.1)311,74
8'21;\9<)S RF S(141181el 12.2811,IMI -421.7511,74
SPI.IT [IlFS- M18e(
'.
'I . I
USCC-Money Mkl
7/10/1997
Dale NUII1
usee. Money Markcl
Page 4
Transaction
Dccrcase
e
Increase
Balancc
-.--- -..-----"..--.-.-~--.".-,--.-.-...__._.......^v. .__..._.________ ___ ._.____..__
IRI'S. Mlgel
1IIIIIIe
us Cleorillg Cml'
eol: IMellllll.Chetkl
3.462.711
K,HI7.311
113119'16
7511.IKI
-l22JIKI.74
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24 :1 ~ ji I : II: t . J. ',! :,!! I! II
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30 r--j-- j; --- --.. ..- . . ... .---.., T;' '-ll-:;T~T-l .
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32 'I . I. . !I, . . . Ii'
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33![---:--;' --. I I u";l-rl--:~ .r~ 1
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,
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)11 :i
.;0 '
---,
Dalc Num Transaclion Paymenl C Dcposil
--~--_..__. -- ----_._._-----~-
HI22/I9')~ Dm' RI'S'lSlIsle, 1,200.00
SI'UT IRI'S.Nlllel
cal:
(RI'S.Nlllc) 749.54
1IIIIIIe 450.46
3123/19')5 UrillS 10 OpcoillS Ualau"" R 13,79'J.2H
memo: IMelloIlUallk.MMJ
cal:
8124/19')5 1'1'&1. 5.36
memo: Utililica
cal:
812511995 om' AUlluily 25.91 tt
memo: Annuity Income
cal:
9/111995 DIll' Social Sccurily 534.00 5
memo: Social Sccurily
cal: 1,200.00 /
9/IHlI995 RF Spanslc,
SPLIT Note Rcc
cal:
Nolc Rcc m:;{i
Inlllle 9i-H2
912511995 DEI' Anlluily 25.91n
memo: Annuily IlIcome
cal:
9125119'J5 DEI' IlIlen:sIIi,come 5.S3~
memo: Inllne
cal:
9125/1995 1'1'&1. 5.28
memo: Utilities
cal:
1013/1995 DEI' Social Sccurily 534.00 '7
memo: Social Sccurily
cal:
1012411995 Inlercsllncome 5.721
memo: 1IIIIne
cal:
10124/1995 1'1'&1. 5.28
memo: Utilities
cal:
10125/1995 DEI' Annuily 25.91 A
memo: Annuity Income
cat:
1113/1995 Dlil' Social Sccurily 534.00 S
memo: Social Sccurily
cal:
11122/1995 Inlcr\.-st Income 6.64~
memo: Inllne
cal:
1112211995 1'1'&1. 7.77
memo: Utilities
cat:
avn:liuu UQJU\-lVII'" ...
. "&"'..
7/9/1997
, Dale NUII1 Transaction Paymenl C Deposil
- -- .----
I 2r.u.tI 'l'H DE!' Alllluily 25.91 ,.
manu: Allnuily IlIcollle
041:
1212611'1')5 1'1'&1. H.22
memo: Ulililie.
cal:
1/311 '1')(, DEI' Social Securily m.oo17
memo: Social SocurilY
cal:
1124/19% DEI' IlIlCmlllleo/l1e 6.641
memo: lulllle
eal:
1126/1996 DEI' A11l1ui!)' 25.91 p.
memo: Allllui!)' IlIcollle
eal:
113111996 DEI' Uanke.. I.ire 1,860.00 .,..
memo: Insurance
041:
21211996 DEI' Social Securi!)' m.004
memo: Social Securily
eal:
2122119% I'I'&.L 12.56
memo: Ulililie.
cat:
212611996 DEI' AIInui!)' 25.91 "
memo: A11l1uily Income
cat:
31111996 DEI' Soci.1 Securily m.oo'i
memo: Social Sccuri!)'
cat:
3125/1996 DEI' A11l1uily 25.91 A
memo: AIInuily IlIcome
cat:
3125/1 996 1'1'&1. 7.95
memo: Utililies
cat:
312811996 DEI' U,"ke.. Lire 1,7411.00 )(
memo: Insurance
041:
413/1996 DEI' BUllke.. Lire 1,860.00 )c
memo: Insurance:
cat:
413/1 '1')6 DEI' Soci.1 Securily m.001
memo: Soci.1 Securily
cal:
4123/1996 1'1'&1. 7.52
memo: Ulilitie.
cat
4125119'16 DEI' Alllluily 25.91 ~
memo: Allnuily IlIcome
eat:
Mellon Bank-MM
7/9/1997
Dalc Num Transaction Paymcnl C Deposil
- -------- m.oo S
513/1996 DEI' Social Seeuril)'
memo: S.ltial Security
cal:
5123/19'J6 1'1'&1. H.20
memo: Utililie.
..I:
5128119% om' Alllluily 25.91 "
memo: Annuily IlIcome
..I:
613119'16 DEI' Social Securily m.005
memo: Social Se<urily
..I:
613/1996 I'I'&L 2.47
memo: Utilities
..I:
6125/1996 DEI' Alllluily 25.91 ~
memo: Anlluily Income
..I:
713/1996 DEI' Social Securily m.110 ')
memo: Social Se<urily
..I:
7125/1996 DEI' Alllluily 25.91"
memo: Anlluily Income
..I:
7131/1996 DEP Banke.. Life l,860.llO )I
memo: Insurance
cat:
8/2119'16 DEI' Socilll Securily SS3.1lO ')
memo: Socilll Se<urily
cat:
8/6/1996 DEI' Mader Drywall IJOO.llO/
memo: [MOW-Nole]
..I: )
8/26/1996 DEI' Mader Drywall 2,OOO.1lO
memo: [MOW-Nole)
cat:
8/26/19'16 DEI' BAlIk... Life 1,860.llO 'I
memo: Insurance
cal:
8126/1996 DEI' Miller, Leroy AIId Connie 360.51 /
SI'I.IT [Miller-Mlge]
cat
[Miller-Mlge I ~
1IIIIIIc ZIMr
8/26/1996 DEI' Alllluily 25.91"
memo: Anlluily Income
cat:
913/1996 DEI' Social Securily SUllO ~
memo: Sociol Se<urily
..I:
91'2511996 DEI' Alllluily 25.91t.
memo: Anlluily IlIcomc
..I:
Mcllon Bnnk-MM
. , 71911997
Dalc Num Transaclion Paymcnl C Dcposil
1U/3/19% DHI' S""i.1 Securily moo'l
memo; Soei.1 Seturily
cal:
11/2511'1% DHI' Annuily 25.'11 A
memu: Allnuily IlIcome
cal:
1:!J3/19'J6 DHI' Soci.1 Seturily m.oo S
memo: Social Securily
041:
121311119% D1H' ll.nkerol.ife 3.660.00 k
memo: Insurance
cut: '7,950.00 /
1213011'1% D1H' R1'Sl"'ngler
SPLIT IRI'S. Mlge)
cat:
(RFS- Mlgel :l-::'OO.J4-
Inllne / ~
5/2/1'195 104 RF Sl"'lIgler 10,000.00
memo: (RFS.NolC!
041:
5/19119'J5 10S US Clcarillg Corp 5,000.00
memo: (USCC-MolIC)' Mkll
cat:
IliH/I'I95 106 Mildred Vogclsoll8 500.00
memo: Tfr 10 Chk8
cal:
1/16/19'16 11I7 D&D DDS 3.000.00....
memo: (RI'S-Nole)
O4t:
113111'196 108 M"""i.h Village 3.794.90'/-.
memo: Medical
cat
212111'196 109 RF Sl"'lIgler 700.00.....
memo: lRFS.Nolel
O4t:
4/4/1 '1% 111I Mader Drywall 4.500.00/
memo: IRFS.Nolel
O4t:
6/13/1'196 III Moder DI)'WolI 1.000.00/
memo: IMDW.Nole)
cat:
8/2/19% 112 Messiah Villoge 3.914.23 t<
memo: Mcdicul
cal:
8/26/19')6 113 Me""iah Villoge 3.H7854 f..
memo: Mcdi041
cot:
Mcllon - Chccking
Mcllon-Check Pagc I
7/10/1997
Date NUI11 Transnclion I'nYl11cnt C Deposit Balancc
V2l'I'N5 ()1""11I11~ Ilalllllec I{ IIJIIIIIJII (,.011I IJII
COIl IMdluu.I'h<<k I
.ll.l'I'J'I5 ,lUll:! I.c!\I~1 \\' Flh. IIII.' 82.17 5.'J2KA.1
elll IJlllllics(jll!\& IJI.'\:IIII.:
IIIC1I10 0,1
H.IIY<J5 .1III,.\ BellAHlIlIlIe 1.151 5.<J14.'i2
cnt. Tclcllhnm:
4/1.119<J5 .IOM IIlil I.I'J.! 5,H'J'J.9H
cat: UliIiIlCS.OIlS &. Eh:ctflc
411l19'J5 ]0(,5 IJcutllltlh of M,"'\:hallicshur~ 7H.811 5.K21.1H
cnl: IIlilll,es
41(3"I'J'i5 .ll}()h BOrJ) I "'<kord. To.\ Cul"'e'", 'J.KII 5.K 1 J.3H
c.ll: l'us:()lhcr
4'131995 ,1067 BarJ)' I "'<kord. To.\ Cull""l", 144.7K 5.66r..6lI
ClII: Tux:IJrupcr1y
41171'J'i5 .106H IRS 7511.181 4.916.6lI
cal: To\:Fed
lI1emo 19<J5 Es'
5.'}11995 3070 Rl; Sl'all~"'r 3.5IHIOII 1,416J,O
ClIt: IRFS.Nlllel
5.9'19<J5 .11171 Jock Rllmld, 51UXI U66.6lI
Cllt: l~ntcrtIlill
memo; Party fill Dr. Ilclmld
5'J!1995 ]Il72 IIlil 12.16 1.354,44
en!: lJtilitics(,ns &. Ek-clric
59 19<J5 .107] BellAHlIlllie U.51 1.140.93
Cill: Telephone
5'11I 1995 .1074 l.e,ler W. Erh.llI< 57.27 1.283.66
ClIt Utilities.GR.'i &. Ek-clric
memo: llit
514 1'J'J5 .106C} MC!iSlllh Vllln~c 51KUKI 78.1.6"
cal: Mc.'\IiclIl
meum: Adrniss Fcc
6'1.1'J'15 3075 Connie Milkr I 76..l6 c.o7.30
SI'J.JT Ilousinp.
Ilnusillll 140.110
Iluu)Csininp.lhm 5''27
Clulllin~ .16..lI,
(dd9lJ$ IlEI' IRS 1.855.181 2,462..l0
cat: Tn\:h-d
I11Cl11n: Relillld
6'6'1995 IlEI' Smuh Barney FunJ 4.1.54 2.505.H-I
cat l>i\'lncmm:
(,.(, 19<J5 I>EI' Ilr Brcum. Reimh 23.71 2.529.S5
cat: M,-dieol
66,191J5 ,1Il7r. Bell Atlonl,e n51 2A761J.l
Co1t: Tclcl1honc
(,n 1995 .1077 IInil,-dWal<' 2H.62 2.4-17,42
cat IJlilitics
6:W IIJCJ5 .107H liS Cleorinp Cll~' 2.IXXUlll 447,42
cut: IUSCC.Mllney Mktl
.,
Mcllon - Chccking
Mellon-Check Pagc 2.
7110/1997
Dalc Num Transaction Payment C Deposit Balancc
ll"2KllJlJS .1117'1 lIell Malllie \.151 ,,~.l 'II
elll I'c1Cl1hnnc
7 (d9'15 ~IIKII l'nll11lcMlllcr 25.I'J .IIIK4~
cat: l'1"lhill~
7.14 \'195 ~IIHI Messiah Vllla~e 1751XI :!.l' ..J:!
cat: M...Jieol
7/271995 311H~ lJliI 2:!.4IJ :!1tI.IJ.l
cat: lJlililic~r(jltll & l~h:tlnC
71271995 .1I1K.1 IlnlT) Il.'Cko,d, To\ ClIll.'Clnr 9HII ~III.1,1
0:01: To\.lllher
7,27 1995 311H-l Ilmou~h ofMl."\:hnnicshurp. 7K.HII 1~:!,J.l
cat: lJlililies
8'4'1995 311K5 Connie Mllh:r 26111Kl .1.17.r.7
cat: Ilnusill~
memo: houscsitling (11m H':!(.
H K'I995 DEI' MM Aeel 5IKI.IKI 362..1.1
H'H'I995 DEI' Smllh 1I0mcy hllld 39.5H 4111.91
0:01: Di\' Incume
HI1519')5 .111H6 lJlliled Waler 17.13 .1H-l.7H
0:01: lJlililies
H:151995 .111K7 mid .1H-l.7K
8'151995 311HK lJOI III.H4 373.94
~t tJ1ililic~:(jll~ & I:k-ctric
8'1519')5 ,111K'J Bcll Moalie 1.1.47 3611.47
en.!: Tch:phum:
HI61995 .1(~JiI Ci~na 215.\11 145..17
0:01: Insurance
memo: IloIl1L"()WnCrs
91\'1995 DEI' I'A llepl "fRe,elllle 1.111.111 275..1H
cuI: To\ Ilelolld
'1'11,1')')5 DEI' BOllke", I.il;, 2.774.511 ,l,lJ.l'J.KH
0:01: 10:1 Proceeds
9'1\:1995 .11~J\ lJOI 9.K.1 3.1J.lII.1I5
col: Ulililics:Clas & Electric
9'1111995 .11192 lIellAllolllic 1347 3.1126.5H
C31: T c1ephllllc
IJI1\'1995 .111'J.l /\/. RivlI1RIl ~.41 .1.1124.17
cat Medical
9'11'1995 .11194 Dr. 1'0111 Dalhey 6.H-l 3,1117..1.1
cnl: M...Jieol
1)11:1995 311')5 Cell"ol Medical H.K5 3.IKIH.4K
col: Medical
91\'19'J5 JU96 Copilallleollh Sy'lelll .11144 2.'J7H.ll-l
cat Medical
III 1.1995 .111'J7 Conner Rich 23.9K 2.95H16
cal: M...Jieol
I) II 1')95 .111'JK \'uid :.1.9501.06
IJ IH 1995 DEI' RI'SI""~\c' 1211111KI 4.154116
SI'I.IT IRI'S.NlIlel
Mcllon - Chccking
Mcllon-Check Page 3
7/10/1997
Datc NUIII TranslIction Paymcnt e Dcposit Balancc
Ilns.Nulel 27H.IK
IlIlllle 1)21 52
1"25 (INS h..... 12.11I1 4.142.nr.
cat BUllkU,,~
IU.1 I9'JS .lUI)I) BOllkers Ufe KlJ.t26 .I.247.HII
~lt. IlIsmUllcc
IU (, I')')S .II1KI Reude", DI~esl :!2..U. 3.225.14
cal: Enh:rtllin
IU (, 19~5 .1IUI BellAlllllllie \347 .1.21I.H7
cut Tcll.'I,lumc
III (>'I9'J5 31112 BOn)' I ,,"ekurd. To, Cul,,"elm "74.9K 2.731>.K9
ent: Tax:l)ropcrty
IU 61')95 3IU.1 Illil 12.4') 2.724411
cal: UtililiL':dlllli & Eh.-.:tric
IUNI995 .1111" N.llil/mllll 2.35 2.722.115
cnl: McJicl.l1
IU'24'19<)5 DEI' BOllk... Life I.HIKJ.IHI 4.522.ll5
cut: Insumncc
IU 24'1995 DEI' Smith Ballley Flllld 395K 4.51>1.63
cal: I>i\; Income
\I.619'J5 DEI' RI'SI"'II~ler 4.535.94 9.097.57
SI'UT IRFS. MI~el
IRFS. Mlge) 13411.(,1
Inh:rest Ine 3.19533
\I:(1'I9'J5 3IU5 Messiah Villo~e 7.591.24 1.511(,.33
cal: M<-uical
11,(>'1995 3111(, ~rcamcr Medical 211.39 lAK5.94
cal: Ml:dic:d
\1.61995 .11117 Bell Allonlie 1347 1.472.47
cal: Telephone
\161995 3IUK UliI 14.611 IA57.H7
cut: 11Iihlie.:<l0. & 1;!<'Clrie
lliI6.1995 .IIU') Reade.. Digesl 22.-lfi 1.435.41
cot Entertain
11111> 1995 31 IU Ix.ler W. Erb.lne IH.33 lAl7.IIK
cal: lJtilitics:Oas & EIL-clric
memo: Oil
11116'1995 .II \I Connie Miller 374.29 1.1142.79
SI'UT Ilmlsillp.
memu: houscsittinlllhru H'26
Ilousil111 3(~).1I11
lI"USCSlllill~ Ihru 1231 95
Clnlhill~ 14.29
Reimh
11'21:1995 DEI' 1I0llker.l.ilc 4.65".H9 5.6'17.6H
co.l: Insurance
\1.21'1')<)5 .1112 Messioh V.no~c .1.91412 I.7H.I.51>
cat Medical
12'11,1')<)5 .111.' IIcll AIIolllic 1347 1.771U19
cal: Telephone
Mellon - Checking
Mcllon-Check Pagc 4
7/10/1997
Dalc Num Transaction Payment C Deposit Balancc
12'11 1'1'15 .111.1 llCiI 5lJ 1HI 1.72lJ lJ'I
l'lIl: lJllhIIC!i(i1I~ &. Eh:..:lIlc
1211'1'1'15 .1115 MC!islllh VII1I1~I:l: IlHIIHI 1.('21U1'1
\:_It: t'luUII~
IIlcmn Xf1lRsl'u11lJ
12:U.I'I'I5 DEI' BUllke", 1.11< I.KIHIIKI 3..12lJ.ll'1
cuI: Il1surnm:c
12'2(>'1'1')5 .111(, Me....h VI1l"~e .1.7]'llJ(, .3 I H.'17
cuI: McdiclIl
11'2/19t)(, DEI' IJl111~CrS I.ill: ~37K9 II K.92
en!: Insurance
)i3/19lJlJ DEI' US Cle"'lII~ Corr 751UKI 8()H.~~
ell!: IUSCC.Molley Mkli
li.1/I'I% 1'-': 25.lKI 11.1.1.'12
cat BOllk Chrg
1:311'1% 3117 I.ester W. Erh.lne 1).2.' H3~.611
cat: Utililics:(ius &. l~k'\:lric
memo: Oil
11191996 311H BellAII.ntie SlJlXI 7H-l.6H
cat: T clephone
11\919% 311'1 Crnig Ilemy. OD :!-I.10 76lJAH
cat: M.-dicol
11\91996 312lJ Kreamer Medical IHSIl 7~J.9H
cat: M.-dicol
2 (>'1996 3121 Mork IliIhert 2511l11l ~9J.9H
""I: I lousing
memo: Arrrnis:ll
2711996 312:! 1.....I.r W. E.h.llle ~~.5'J ~~7.39
cnl: Ulililics:Cias.& Eh.octri..:
mel110: Oil
2.9!11)f)() 3123 Banke",l.ite 2311.116 2l1'J..13
cat: Insurnllcc
2:)(,'1996 DEI' Srmth Born.y Fund 39SH 2~H.'11
cat: Di\' Incur"..:
21(,1996 DEI' Balik... I.ife I.Hn.H3 2.1~1.7~
""I: '"surnne..:
2,:20'1(1)(, 312~ RF Sl"'lIgler l.5lJlJ.IIlJ 641.7~
cat: IRI'S.Not.1
2.'27:1996 .1125 RF Sr.lIglcr 5lHUllJ 1~J.7~
Cllt: IRI;S.Nlltel
~'2KI996 DEI' RF Sl"'nglcr !5IKUKI 1.641.7~
SI'LlT IRI;S- Mt~el
IRI;S. Mt~el ~52.\11
1IIIIne 1.l~17'llJ
~'2H'19% 312(, Bonke",l.ite .1H9.73 1.252.1l1
cut: Insumncc
~2H 1996 3127 1101 1.123 1.23H.7K
cal: lJtililics:(ias &. I:h.-ctric
571'196 DEI' Miller. Lerny nnl! Cunnie lII.2h7.1.I 11.505.'11
c:al: Snle nfllouM:
Mellon - Checking
Mellon-Check !'agc 5
7/10/1997
Dale Num TrnnslIcliun I'lIyment C Dcposil Blllancc
----- --- .~ ~.-
57/1'1% .112K Mcssillh Vlllll~c .\.7.\~h~ 7.77112'1
Clll: Me~le,,1
57.1'1% .112'1 Bell Allanl,e IIMIIIII 7.117112'1
cnl' Tclcphulll:
5'7'19% .1lJlI r.l'slc:r W. Erb.lllc 757 7.f)():!.7~
cui. IJtililic!l(iu!i& IJL"CtIIC
memo: Oil
57,19% .1lJl Barr)' I "'do rd. '1'", C..II.'Cfnr 11I.1111 7.652.72
cal: TO'.Olher
5.H'19% DEI' Bonkers I.iti: I.KIMI.IKI 9.452.72
cnl: Insurnm:c
5,H.19% .llJ2 f{F SJ1JII~lcr 1.51111.1MI 7.952.72
cat" IRI'S.N..'ef
591199(, ,113.1 11111 2.1.76 7.92H.%
cuI: I1lihlie, 0,,, I< Ek'Clric
59>19% .1134 Pul~clillic Ml-dIClll Ccnter 10.11 7.91H.H5
cat MclliclIl
51719% ,1135 Moder UI),..II 5.1X11I.1I1I 2.91 K.H5
cat: IMDW.Nnfel
5'1719% .113r. llonkersJ.ili: .1K9.73 2.529.11
cnt Insumncc
67'19% 3137 RI' SI"ngler 2.1KlIIIIII 52!'. I:!
cat I RI'S.Nole I
61319% DEI' BOllkers J.ili: I.HIlII.IKI 2_129,12
cat: Insurance
6'13/1996 DEI' Millcr.Leroy :md Connie 3611.51 2.68%3
SI'I.IT I Miller.Mlge I
IMiller.Mlgel 89.26
1IIII0e 271.25
6;13'19% DEI' UliI 7.96 2.697.59
cat: Utilitics:G3s &. Ek-ctric
6/17i19% .1I.1K Moder DI)"oll 2.IIII1I.1MI 697.59
cal: IMDW.Nllfel
6'25'1996 3139 KrCllmer Medicol 56.(MI (N1.59
cat Medienl
6,25'1996 31411 I1li1 10.1111 631.59
cnl: Ulililil..-s:Oas &. Eh.:ctric
625'1996 3141 l)ol~~linic Mcc.lical Cenler 6.117 625.52
cal: M.-dicnl
7/19, 1996 DEI' Millcr. I.eroy Dnd Connie .1(,(1.51 9KI>.lI.1
SPLIT IMiller.MlgeJ
IMiller.MfgeJ K9.7K
Inlllle 2711.7,1
7.19'1'1% DEI' Smith Homey Fund .lil_l:! 1.022..15
cot I)i\' Income
7'1919% DEI' Moder DI)"oll :!.lHKIHtI .1.1122..15
cat I MI>W.Nllle I
7:19'19% DEI' Illlllkers Life I.HIMIlNI 4.K22..15
cat fnsurnncc
.,
Mellon.Check
7/10/1997
Dale NUIIl
-.-----
7119'19'16 .11.12
Hi5'19'16 .114.1
H>:!H 9'16 .11.14
10112;(9% .1145
10'12.'19% .11M,
10/12'1996 .1147
10261996 DEI'
Mcllon - Checking
TranslIction
Page 6
I)ny~nc.n~ e '.. Dcposil Balancc
.1.5.1-1.1.1 I ~HK.~~
I.IKKI.IXI 2HK.22
24.12 2f.1.I11
6.12 257.9H
6.12 251.H6
IS.12 236.74
2.KIi9.94 3.1146.6H
2.51Kl.IKI
3(~). 94
Me"ioh V"I.~e
e.1: MnJie.1
MEV
'01: Mdlllll.MM
1I0,"slllllP lI11spotlll
eol: M,'\!ielll
Ilom.bllr~ llllsplllll
e.1: M,'\!ielll
Pinnocle I (e.llh Sl'
e.1: M,'\!ielll
Dr. I'oul Dolbey
cal: Medielll
Moder D~w.1I
spur IMI}\V.Nulel
IMl>\V.Nlllel
Inllne
It If .
,
Miller-Mtgc
7/10/1997
Dale Num
Millcr - Mlgc
Pagc I
TransaClion
5/6'19<)6
O",,"illg 1I.10Ile.
Clll: IMiller.MI~el
Mlllcr.l.e",)' and Cllllllie
CllI: IMelloll'(;hc.:kJ
Miller.l.cro)' alld Cllllllie
Clll: IMclloll'(;h<'Ckl
Miller.I.cro)' olld COlllli.
eal: (Melloll 1I01lk.MMI
.__._~_._._-+ -.----.-------- .~--------
Decrcasc
c
I ncrcasc
46,5lKlJKI
Balancc
46.5IKI.on
6113'19%
89.2(,
4(,,410.74
7119119%
H9.7H
46.3211.'16
Hr.!6/19%
9lUll
46.2311.66
" ,f
RFS - Nolc
RFS-Nole Page J
7/10/1997
Date NUI11 Transacliun Dccrcase e Increase Balancc
~~--_.. "--- _.u.a__.u~ ._
6H'191J.t RF SI,,"~Jor 1lI,IKIIIIHI 1lI.1KIIUKI
c:ll: ItlSee.Mullo~ Mkq
II1Cl11n: NUh.:
6i17.I'N,1 RF SI,,"~Jor 22.lKKI.1I1I 32.lKKUlII
cal: IlJSec.Mlllloy Mkq
6.29 1994 RF Sp.111~lor H.lKKUIII 411,IKKI.IKI
cat: IlJSCC.Mulloy Mkq
7.6'1994 RF Spoll~lor 9.001l.IHI 49,IKHI.01I
cat: IlJSCC.Mulloy Mkq
7/19'11J94 RF SI,,"~kr 21UKKIIIO 29.IKKI.00
cat: IlJSCC.Mulloy Mkq
H2'11J94 RF SJ13I1~Jor 31l.IKKl.IlO 59.lKKl.1I1I
en!: ItlSCC.Mulloy Mkq
H H'11J94 RF SJ13I1~kr 211.lKKUKI 79.lKIII.II(J
cal: IlJSCC.MuIIL'Y Mkll
H 22.1994 RF SJ13I1~lor 311.lKKl.lKl 109.lKKl.IHI
cat IlJSeC.Mulloy Mkll
H'22'11J94 RF Sp,"~ler 749.54 IOH.2511,46
cat: IMollolI BOII~.MMI
memo: tJn~nu\\n Source
H'23'1994 RF SJ13I1~lor 211.IKHI.lKI 12H.251l,46
cat: IUSCC.MllIIOY Mkq
91'11J94 RF SJ13I1~lcr 25.lIlKl.lKI 153.2511,46
cat: IUSCC.Mollcy Mkll
913 '1994 RF SJ13l1glor 1O,IllKUKI 163,2511,46
cat: IUSCC.Mullcy Mkll
9;2111994 R1; SJ13I1~ler 50.01111.110 213.250,46
C.1t: IUSCC.Mollcy Mkll
1Il.5 1994 RF Spollgler 5.110,1.76 2I1K.246.70
cat: IUSCC.Mollcy Mkll
1019/1994 dcp RF SJ13I1~lor 21l.IKKl.IKI 22H.246.70
memo: lfomlFA
3'3;1995 R1; SJ13I1~lcr lO.lllKUHI 23H.246.70
cal: IUSeC-Molloy Mkll
3'15.1995 RF SJ13I1~lor lO.lKKUKI 24H.246.70
ClII: IUSCC.MoIIL'Y Mkll
3/31/1995 RF SJ13I1~lcr 16.lKKI.lKI 26-1.246.70
cat: IUSt:C.Molloy Mkll
5'!'1995 RF SJ13I1~lor IO.lKKUKI 274.24(..711
cat: fMelloll BOII~.MMI
5'9'1995 RF Sp,"~ler .1.5IKUKI 277.746.711
cat: I MclllllI.ChL'Ck I
66'1995 DEI' RF SllQlI~lor 29.IH1.I7 31l6.927.H7
memo: 1I0rrisCIls
918'1995 RFSI,,"~lor 27H.4H 311(,J,.j9.3IJ
cal: IMolllIlI.t:hL'Ckl
1161IJ'J(, 1l&IlIlBS .1.0IKlIKI .1mJ,.jIJ..1IJ
cal: IMellm, llilllk.MMI
:!711)1J() Cosh M~1l11 Trllsl 7.1.15IJ,H 3H2.HIII.U7
;.0...
,I ", I
RFS- Mtgc
7/10/1997
Dalc NUIl1
713 I IIlJ9J
8r.!1I'1993
9r.!()! I lJ93
IOr.!O!1 lJ93
1lr.!311993
1212111993
1118'1994
21211994
2/H11994
2122' 1994
2/25'1994
31IH'I994
411H'1994
5/6!l994
6r.!Ii 1994
7119<1994
8r.!21994
9/2011994
10/51994
11122'1994
1219'1994
8r.! I i1995
11161995
4r.!8'1996
Transaction
Opcnillt:t Italal1cc
enl: tRI'S- MI~el
RF Sp.1n~ler. MI~e
e.l: IIJSCC-MllIl<'y Mkll
RI' SI"n~ler
enl: IUSCC-Mnlley Mkll
RF Sp.1n~ler
enl: IUSCC-Mlln<'y Mkll
RF Sp.1n~lcr
enl: IIJSCC-Mnn<")' Mkll
RF Sp.1I1~ler
enl: IUSCC-Mnney MUI
RF Sp.1o~lcr
C.I: IIJSCC.Mnll<")' Mkll
Rl'Spongler
""I: IUSCC-Molley Mkll
RF Sp.1I1~ler
enl: (USCC.Moncy Mkll
RF Sp.1nglcr
enl: IUSCC-Moncy Mkll
RFSp.1I1~lcr
""I: IUSCC-Mnn<")' Mkll
RF Sp.1nglcr
""I: IUSCC.Money Mkll
RF Sp.1nglcr
""I: IUSee-Mone)' Mkll
RF Sp.1l1gler
eal: fUSee.Mone)' Mkll
RF Sp.1nglcr
cal: IUSCC-Mooc)' Mkll
RF S,,,"gler
enl: (USCC.Molley Mkll
RF Sp.1nglcr
enl: IUSCC-MooC)' Mkll
RF Sp.11181er
""I: IUSCC.Money Mkll
RF Sp.1ngler
enl: IUSCC.Mllne)' Mkll
RF Sp.1nglcr
eal: IUSCC-Money Mkll
RF Sp.1l1gler
eol: IllSCC-Money MUI
R1' Sp.1nglcr
enl: IUSCC-Mone)' Mkll
RF Sp.1l1gler
eol: IMcllolI-Ch,-ckl
RF Sp.1ngler
eol: (Melloo-ChCl:kl
RFS - Mlgc
Pagc 1
Dccreasc
e
Incrcasc
Balancc
50,INKJINI
50,lKHIlKI
1lII1,lIIHl.IKI 1511.IKKHKl
47.1~4 149,52(,.76
47(dKI 149,0511.7(,
47H.7H 14K.571.9H
4HI.57 14H.()<)O.41
4H-lJ8 147.606.113
.15.IKKHHI IH2.6116.03
IO.lHKI.lKI 192.6116.113
4H7.~1I 192.1IK.H3
2.{)(KI.IKI 194.11H.H3
490.115 193.628.7H
1.3711511 192.258.28
1.37H.49 190.H79.79
I.3H653 189.493.26
1.394.(,~ I HH.II9H.M
1,4112.76 186.695.88
1.410.94 185.284.94
198.os lH5.IIK6.89
419.17 184.667.72
421.62 1H-l.246.1O
.1.462.70 IHII.7H.1.411
1.3411.61 179,442.79
452.10 I7H.9911.f>9
Po'-' .
')1 . LL 11
-, -, .
C',
C'
,'"'l '.:\
"
-. ... ..... ~- .~. '- .
LATSHA DAVIS m YOHE. P.c.
. POST OFflCE.BOX ll2.S
HARRISBURG. PA .171~
- '"><.,~;,, "'~"" """-" -',
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INRE:
: IN TilE ORI'IIANS eOURT ))JVISION
: CUMIJEI~LANI> COUNTY, I'ENNSYLVANIA
,
. i
MILI>REI> E. VOGELSONG
un Incupucltutcd I'crson
: I>ockcl No.: 21-96-683
~ ORI>EI~ TO SHOW CAUSE
NOW, thiE day of , 1998. a eilation is hcrcby issucd to
Robert F. Spanglcr Jr., 01'26 East Sill1pson lrcel, Mcchanicsburg, eumberland eounty,
Pennsylvania 17055.10 show causc, iflhcrc be any, why Mifdrcd Vogclsong should nol
bc allowed 10 object 10 his accounling filcd on or about July 10, 1997.
Citalion rcturnable in llVenly (20) days afler scrvice Oflhis Order 10 Show eausc
on the Rcspondcnl.
BY TIlE eOURT:
J.
37466.1
5. On or uboUI May 20. 1998. the determinulion of the eumbcrlund eounly
^ssislance Oflice wus uppculed through the Depurtmenl of Public Welfarc Bureuu of
Ilellrings and ^ppeuls.
6. ^ more spccilic.lIccurutc und lhorough uccount is nceded 10 support this
appeul.
7. Robert F. Spungler. Jr. is the only sourcc of such informulion.
8. Without such informulion. Mildred Vogelsong nmy be unuble 10 sccurc
nursing cllre und muy be dischurged from the fucility.
WHEREFORE. Pctilioner Mildrcd Vogclsong rcquests thai this eourt issuc u Citalion
and Ordcr dirccling Robert F. Spanglcr Jr. 10 show cuuse why Mildrcd Vogelsong should
nol bc ullowcd 10 objccllo the uforcsaid accounling.
Dalc: 1 ( (0 (?'6
Kimbcr L. Lulshu, Esquirc
^llorncy J.D. No.: 32934
Chrislophcr S. Lucas. Esquirc
^llorncy J.D. No.: 77903
^llorncys for Pctilioncr
Lalsha Davis & Yohc, p.e.
P.O. Box 825
Harrisburg. P ^ 17 \08
(717) 761-1880
37466.1
OTHER:
TOTAL PRINeIPAL:
soelAL SEeURITY DISABILITY: 603.00
SUI'PLEl\IENTAL SEeURITY INeOl\lE:
VETERANS' BENEFITS:
OTHER BENEFITS (lisl):
Bankers Lifc
Leroy Millcr
P..l~ m..z:.-L
-rcr",t..-
VALUE
'0'
$ j f~d -
!iJ
$a.o
$ :6'U
'?7'iJ'l,<f;J, Htnrlj,l,/ ~~'O?>7C
INTEREST ON PRINelPAL (show accounll)'Jlc & numbcr):
TYPE NlIl\1 HER
~l.[ lIA.tlL -Y2...l&(f-'0 J(J.~ .f1-k'1L< . 7/7' .3Y:J-;;J/7})-
/()~ ~t.V-?L }dt:".
7f?6. ~ /$y3
~z.-..1..f!.-/...d;;<-" al, /7tf.tJ!-/J-?,,"::J
,
, 0
Q.;
"
IN THE COURT OF COMMON PLEAS
ORPHANS I
OF fb..~1W COUNT'l,
COURT DIVISION
PENNSYLVANIA
In Re:
An Incapacitated Person
, )
)
)
No. olJ.Q(o-f&
PINAL REPORT AND PETITION TO TERMINATE
GUARDIANSHIP APPOINTMENT
AND NOW COMES Neighborhood Services,
respectfully represents:
1. Neighborhood Services, Inc. was appointed guardian of
the person and estate of -nZldJt'/ 1/t79t19Jnf on
to - :2- q f') under the above caption and docket
Inc. , which
number.
2. 111 /dt"J L~(iI!5{Jr?i)
'T'- /,?
111'-1101
I '
3. Attached hereto is
passed
away
on
the Final Report required under
20 Pa.C.S.A.5521(c) (2).
WHEREFORB,
Neighborhood Services,
Inc.
respectfully
requests that said guardianship appointment be terminated.
Respectfully submitted,
NEIGHBORHOOD SERVICES, INC.
By: lPJ{~~(" I?t/f}
Title: Illmd,(1-yJ)/t.:.,? (let,:)!' rrn nnaYL
I --"
Address: 101 South Queen Street
Lancaster, PA 17603
Date: 'f?/d/u?J
. .
IN THE COURT OF COMMON PLEAS OF(~ COUNTY, PENNSYLVANIA
ORPHANS' COORT DIVISION
An Incapacitated Person
'l No..';/-9l,-(tJ:f3
l
ORDER
In Re:
of
day of (} U~v\<Slt
attached etition
2003, upon
LLfh
AND NOW, this
consideration
the
To Terminate
Guardianship, it is hereby ORDERED AND DECREED that the
appointment of Neighborhood Services, Inc.
person and estate of 711r/du(1 t.00r!c;vt/
J
reason of the death of Il./ I nncl!.. DPi.--r
as guardian of the
is terminated by
on ,11../,.....
,~
Neighborhood Services, Inc. is hereby authorized to distribute
and disburse all property and funds of aJ .Idrrd vrxy {v 1- in
its possession to any duly appointed representative of the
Estate of
or, if no such duly
appointed representative claIms said property within ninety
(90) days of the date of death of fYI, Ir/rcd IId/(j'n,,>)rrg_, to
disburse said funds to the Bureau of Unclaimed Property
pursuant to said Bureau's rules and regulations. Neighborhood
Services, Inc. shall have no further duties or obligations with
regard to the property of :) in its possession
except as stated herein.
BY THE COURT:
J.
Attest:
cc: Neighborhood Services, Inc.
Neighborhood Services (Live Data)
STATEMENT OF OPERATIONS
FOR Vogolsong Mildrod(phoso ouI4/15103)
FOR THE 12 PERIODS ENDED JUNE 30. 2003
.. .---- _._-~_...,~-_."---- --_._._--~_. -
PElUOJl TO JlATE
ACruAL PERCENT
YEAR TO DATE
ACrUAL PERCENT
Revenue
Fund Ba!. Change Current Y
$.00 .0% 610.04 44.9
.00 .0 750.00 55.1
.00 .0 1,360.04 100.0
.00 .0 1,360.04 100.0
.00 .0 1,360.04 100.0
.00 .0 .00 .0
.00 .0 1,360.04 100.0
$.00 .0% ",1,360.04 100.0
Bank Bal Fwd.Vogelsong,Mildred
Olher Ineome.Vogelsong,Mildred
TOTAL Revenue
NET
TOTAL OTHER INCOME AND EXP
Balance
Sislem DltO: OBll 112003111 :30 1m
AppllC.llJon Dlle: OBll 112003
. Page: 1
User: LD I UI1y Dejesus
GENERAL LEDGER DETAIL REPORT
An'O\IN! !'IiO'
l'l:lt 1J^lIi JOI'ItNAI. l'O'iII~tlIU\l"IH,~
IIIlil~~I~li 11.-\1
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"'UtJ.1I1\'OtiM ()ther hIUlllK'.\'tlllc:hllllll.\ldJu',1
01 117'1502 rK.JU71~ \tIJl')511"
III 01'140: ('R.JohO..1 J(jJI,7fl.~ MCiJ527
III ()"2M)1 CH,.JII'11S ntRK()rlO(OI'("('\1II ('(J~llH'H"
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IIOSlllltll M('.Rlln nl:l'J,(J1'I.t~IIUC\\'IJJ,\RL ("KH!SOS2
CUENT01\,()(i't TOTAl.:
NH'()RT TOTAl.:
Syllom Dale: 081"/2003/"38 em
AppllceUon Dolo' 0811 '/2003
Nei~hborhood Services (Live Data)
CLIENT 02VOGM - Vogalsong Mildrod(pliasa out 4/15/03)
DETAIL POST/NGS FOR PERIODS 01 THRU 12 ENDING 06/30/03
111,11I1
('UUlII
~u tllANliL
'"
610,04
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Pago 1
User BP 'Blanca Perez
Neighborhood Services (Live Dala)
. STATEMENT OF OPERATIONS
FOR Vogalsong Mildrod(p/Jllsa oul 4/15103)
FOR THE 12 PERIODS ENDED JUNE 30,2002
-----'. __ .___._n_.._.._".____.._..___
PElUOD TO DATE VEAR TO DATE
ACTUAL PERCENT ACTUAL PERCENT
Rcvenue
Dallk Dol Fwd-Vogelsong,Mildred $.00 .0 IX, 3,090.68 H3.2
Employmelll' Vogelsong,Mildrcd .00 .Il 190.99 5.1
Olher IlIcome.vogelsong.Mildrcd .00 .Il 433.13 11.7
TOTAL Revellue .00 .0 3,714.80 100.0
.00 .0 3,714.80 100.0
Operating Expenses
OlherlMisc. .00 .0 3,104.76 83.6
TOTAL Opcratillg Expenscs .00 .0 3,104.76 83.6
NET .00 .0 610.04 16.4
TOTAL OTHER INCOME AND EXP .00 .0 .00 .0
FUlld Dal. Changc Currcnt V .00 .0 610.04 16.4
Dolallcc $.00 .0% i.610.04 , 16.4
System O.le: 0811112003/11:31 em
ApplicatiOn Dale 08/1112003
Page: 1
Ular: LO I Lilly Dejesus
Nei~hborhood Services (Live Dala)
GENER/I.L LEDGER DETAIL REPORT
. CLIENT 02VOGM. Vogolsollg Milclrod(pllDSO ou/411S/03)
DETAIL POSTlNGS FOR PERIODS 01 THRU 12 ENDING 06/30102
A(TOI'~I ~O.
I'I:K HAlt j()tK~"I. l'oSllMi Kl,\lMtKS 1l1111'~I'li IIAI HI 11I1 nu,IHI NLI ('1I^~Ci1 t~ll1NfillM
.auo.02\'lXiM U.ln~ 11.11 h~d.\'tJJ:rl\lllllt.~hIJIN '" IN,
01 07,01:01 IlHOODI lI.1l1l nil~ncc rUN.IIII 7111111 .',mllf.M lmnf!l\l'K
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0106.(12\'00\1 Olher hlCOU'C.\'t)t!dsUllg.:\lilJrrJ .lIlt .00
01 07'1001 CR.J0711 )20) I-Inl! l.tllKeR
01 (>"1-101 rRojll"Il') J2t~1 1'/12 J) 20CK
'" IOIl'Jlll CR.J101'J J2!1S 1773 511,'1)('1{
'''' 12uul CR.HlII H.\! 117.')'1 UK.'J2Ck
07 0111502 JE.Jt}(IbS ClltTCct IUIlIt CRIIO '~"Ctrl JJSK IlIUH 22(1,111,('"
o. omllOl CR.J0213 ))8.- 1111.37 llSJlCR
09 0)112iO:! CR..JO)loI JoIOS 117.1111 oI)).l3rR
.110 ,,, 0I)),1l oIUIKR oIUnrR
521.o2\'OGM Olhc:r'~tisc. '" '"
01 07'17-01 AI'.RIOS2 02VCXiMIlI'W 07l7ul [STATE RRm"!:R\" I'R(Xi ),10-1.71. ),10-1711
.Oll ),10.I.7fl .IXI ),II}.1.7fl J,IO.Ub
CUEr...T 02VOGM TOTAL: .110 J,Il}.l.7fJ ).71011111 61oO-lrR 61111}.1CR
RI'I'ORT 101,\L 011 3,10.I.7f. l,71.um 610.GlCR ! blomeR
System Dale: 0811112003 J 11:38 am
Application Date: 0811112003
Pago 1
User BP I Blanca Peroz
INRI!:
: IN TIlE ORPIIANS' COURT DIVISION
: CUMBERLAND COUNTY, PENNSYLVANIA
MILDRED E. VOGELSONG,
an Incapacilalcd Person
: No.
STATEMENT OF RIGHTS UPON APrOlNn.~ENT OF A GUARDIAN
AN ORDER HAS BEEN ENTERED WHEREBY YOU HAVE BEEN ADJUDICATED AN
INCAPACITATED PERSON AND UNABLE TO CARE FOR YOURSELF AND/OR MANAGE
YOUR PERSONAL AFFAIRS. YOU HAVE THE RIGHT TO FILE EXCEPTIONS TO THE
COURT'S DECISION WITIDN TEN (10) DAYS OF THE DATE OF THE COURT'S ORDER.
IF YOU FAIL TO FILE EXCEPTIONS, TI-IE ORDER WILL BECOME FINAL. IN THE EVENT
TIIAT YOU FILE EXCEPTIONS AND THEY ARE DENIED, YOU HAVE A RIGHT TO FILE
AN APPEAL TO THE SUPERIOR COURT WITHIN THIRTY (30) DAYS OF THE DATE OF
THE DENIAL OF THE EXCEPTIONS.
IN ADDITION, YOU MAY PETITION THE COURT AT ANY FUTURE TIME TO
MODIFY OR TO TERMINATE THE GUARDIANSHIP IF THERE IS A CHANGE IN YOUR
CAPACITY OR IF YOUR GUARDIAN FAILS TO PERFORM mSIHER DUTIES IN
ACCORDANCE WITH THE COURT'S ORDER.
IF YOU WISH TO APPEAL THE ORDER OR TO PETITION THE COURT TO MODIFY
OR TERMINATE THE GUARDIANSHIP, YOU HAVE THE RIGHT TO BE REPRESENTED
BY AN ATTORNEY. IF YOU DO NOT HAVE AN ATTORNEY, THE COURT MAY APPOINT
ONE TO REPRESENT YOU. IF YOU CANNOT AFFORD AN ATTORNEY, THE SERVICES
OF AN ATTORNEY WHOM THE COURT MAY APPOINT FOR YOU MAY BE PROVIDED
AT NO COST TO YOU.
,.
JUi OZ '97 12:09PN Gl<S
2. That there are Insufflcleni supports available to assist Mildred B.
Vogelsong In such decisions and that there exists no other less restrictive a1lemative
mechanism for decision making.
3. That based on the lata! incapacity of Mildred B. Vogelsong to
receive and evaluate Information and to make or communicate decisions, a plenary
Guardian of her Person and Estate Is required on a permanent basis.
NOW, THEREFORE, based on the clear and convincing evidence supporting the
foregoing findings it is ORDERED, ADJUDGED AND DECREED that Mildred E. Vogelsong
be and is hereby adjudged a tolally Incapacitated person, and that NEIGHBORHOOD SERVICES
OF LANCASTER, INC., is appointed Plenary Permanent Guardian of her person and Estate.
If there is a safe deposil box In the name of the incapacitated person alone or in the names
of the Incapacitated person and another or others, said safe deposit box shall not be entered by the
guardian except in the presence of a representative of the finaneial institution where the box is
located or In the presence of a representative of the O!!,hans' Court Division. The representative
pres~t at the time of entry shall make or cause 10 be made a record of the incapacitated person 's
property, and said record shall be filed with the Clerk of lhe Orphans' COUrt Division. None of
2
P.3
.
.
JLN 02 '97 12: lOP~1 GKS
P.4
lhe incapacitated person's propeny may be removed until after the aforesaid Invcnlory Is
completed.
A reasonable fee for the services of the representative may be made and shall be payable
from the estate of the incapacitated person. If the safe deposit box Is jointly owned, five (5) days'
notice of the proposed entry shall be given 10 the olher owners by the guardian.
A reasonable altorney fee for the services rendered by Goldberg, Katzman & Shipman"
P.C., in protecting the interests of Mrs. Vogelsong and locating a guardian may be made and shall
be payable from the estate of the incapacitated person.
The Guardian shall review lhe accounting to be provided by Robert F. Spangler, Jr., and
shall make any objections and/or alert the Court 10 any problems, omissions or deficiencies in the
same within forty-five (45) days of receipl.
An mvenlory must be filed by Neighborhood Services of Lancaster wllhln ninety (90) days
of receipl of, and resolution of any objections to, lhe accounting provided by Robert P. Spangler,
Jr. A report by each Guardian shall be filed within
and annually lhereafter.
3
MESSIAH HOME, alk1a
MESSIAH VILLAGE,
Plaintiff
IN THE ORPHANS' COURT DIVISION
CUMBERLAND COUNTY, pENNSYLVANIA
NO. 21-96-683
v.
ROBERT SPANGLER AS
POWER OF A TIORNEY OF
MILDRED VOGELSONG,
Defendanl
FINAl, DRCRRE
AND NOW this~~ay of fJ(ll:-L
, 1996, based upon Petitioner's
Petition, Respondenl's failure to answer the same, and Petitioner's Application for Final Decree,
il is hereby ORDERED: Robert Spangler is hereby dismissed from his power of Attorney for
Mildred Vogelsong. Consistent with this Court's Order, Mr. Spangler will not attempt 10
undertake any official action utilizing lhe power of Attorney of Mrs. Vogelsong previously
"
f
granted to him. It is further ORDERED that Mr. Spangler shall relinquish all property, monies,
and records owned by Mrs. Vogelsong currently in his possession 10 lhis Court wilhin twenty (20)
days. It is further ORDERED that Mr. spangler will me within lwenly (20) days an account with
lhe Court of all actions and transaclions he has performed under the power of Attorney granled
10 him by Mrs. Vogelsong,
BY THE COURT:
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MEsSIAH VILLAGE,
Plaintiff
v.
IN THE ORPHANS' COURT DMSION
CUMBERLAND COUNTY, PENNSYLVANIA
.,
,
ROBERT SPANGLER AS
POWER OF A TIORNEY OF
MILDRED VOGELSONG,
Defendant
NO. 21-96-683
fEIITION FOR ENFORCEMENT OF F1NA1. DECREF..
AND NOW comes the Petitioner, Messiah Home, a/kJa Messiah Village by and through
its counsel, Goldberg, Katzman & Shipman, P. C., and petitions this court for enforcement of its
final decree and in support thereof asserts the follows:
1. On or aboul Augusl 20, 1996, Petitioner fIled a Petition to Compel Perfonnance
of Official Responsibilities and Replace Power of Attorney against Respondenl Robert Spangler
as Power of Attorney of Mildred Vogelsong.
2. Following the issuance of an Order to Show Cause and Citation and Respondenl's
failure to answer the same, an application for a Final Decree was fIled by the Petitioner on
Oclober 18, 1996.
.,
3. On October 24, 1996, this Coun by the Honorable Harold E. Sheely issued a Final
Decree dismissing Raben Spangler as Power of Attorney for Ms. Vogelsong and further ordering
Mr. Spangler to relinquish all property, manics, and records owned by Ms. Vogelsong currently
in his possession within lwenty (20) days and further ordering Mr. Spangler 10 me an accounl
within twenty (20) days. &:l: copy of Final Decree altached herelo as Exhibil A.
4. To date, Respondenl Robert Spangler has failed 10 comply with the court order in
thaI he has nol deposiled any property owned by Ms. Vogelsong with the Court nor has he
provided an accounting of all transactions undertaken by him as power of attorney for Ms.
Vogelsong.
5. The accounting is necessary so thaI the location of Ms. Vogelsong's assets can be
identified and the appropriale corporale trustee approached for purposes of assuming the power
of attorney or guardianship of Ms. Vogelsong.
6. Mr. Spangler's continued refusal to comply wilh his obligalions as power of
attorney and flaunting of this Court's authority endangers Ms. Vogelsong's health and safely and
requires lhe Petitioner 10 expend considerable time and energy attempting 10 see thaI Ms.
Vogelsong's inlerests are prolecled.
2
WHEREFORE, Petitioners rcquesl thaI the Court issue an Order and/or a bench warranl
to compel Respondenl Robert Spangler 10 comply wilh the final decree of Oclober 24, 1996, and
further award the Petitioners costs and attorneys' fees involved in preparation of this Petition.
Respectfully submitted,
GOLDBERG, KATZMAN & SHIPMAN, P.C.
By:
J. Weber,
Supr. .D. #58853
320 Markel Streel
P. O. Box 1268
Harrisburg, PA 17108-1268
(717) 234-4161
Attorneys for Messiah Home alk/a Messiah Village
Date: December 3-, 1996
pcM:TlW:DOCS:MESSWl.ENF)
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~INACCOUNTWI1H
US.ClearmU
,.UMBER NtW VORK ITOCK [XCHANOE INC.
2'lI BROADWAV. HEW 'tORK. N.Y.'OOO4' n_
('UI1'4J.t@
/J
discount brokerage services
28 east simpson street
mechanlcsburg. pa 17055
-'"
HILDRED E VOGELSONG
23 WEST COOVER STREET
HECHAHICSBURG PA 17055-6435
PERIOD [NOING
ACCOUNT HUMBER
lAl U I Y
OR I D HUMOER
PAG'
12131192
390-20738
1 210-2&-9492
TYPE OF ACCOUNT
4. NON.NEG.
OTLADlE
s. SHOAT
.. OTHER
, . CASH
2 . MARGIN
, .INCO....E
. . RVPIDVP
11127192
tiT. ANNUAl. INCO....E
RATE AMOUNT
f,lARKET
VALUE
AMOUNT
CREDIT
PRICE OR
(NTRV
AMOUNT
DEBIT
~~~[R[D DESCRIPTION
OR SHORT
CCT. OAT< BOUGHT.
ypt .... RECEIVED
OR LONG
l-O 1130 223
.75000
l-O 1207 282
.38000
1-0 1221 333
1-0 1231 128
.26000
\-0 1231 DIV-oN
1-0 1201 DIV'ON
l-O 1217 DIV-ON
W. BV tyPE
CASH ACCOUNT
lPENING BAL
.LO!.lNG BAL
.tARGIN INTERES
'EAR.TO-DATE
RETAIN THIS
STATEMENT FOR
INCOME TAX
PURpOSES
HONEY HARKET FUND ACTIVITY
ALLIANCE HONEY RESERVES
FROII CASH ACcOU'IT BALANCE
ALLIANCE HONEY RESERVES
FROH cASH ACCOU'lT BALANCE
ALLIAnCE MOHEY REsalllES
FROH cASH AcCOUNT BALANCE
ALLIANCE HONEY RESERVES
HllNTI4- Y OIVIOENlI REINVESTED
ALLIANCE HONEY RESERVES
HOHlK- Y DIvIIJEIIl
DIVIDENDS AND INTEREST
UHITED TEL CD OF PA 4.50~PFD A
CASH DIV oN 251 SHS
REC 11/13/92 PAY 12/01/92
pfIZER IHC
H/RTS TO pUR PISTK UNDER CERT
CIRCUHSTAHCES
CASH DIV oN 900 SHS
REC 11/20/92 PAY 12/17/92
223.75
FUND
FUHD
282.38
333.~U
FLW
HONEY FNll
128.26
128.26
1.1250
282.38
0.3700
333.00
MARGIN ACCOUNT INCOME ACCOUNT
. CONTINUED 0 NEKT PAGE ·
StlORT ACCOUNT
COHV, DOHD ACCOUNT
o H
tyPES OF ACCOUNTS
CO....BINED ACCOUNTS
DIVIOEHOS CORroRATE BON:.. INTERE5T MUNICIPA.L OOND INUREST
THIS MONTH "tAR-TO'DAtE TltIS MONTH "tAR-TO-DATE TH15 ",ONTH "EAR-TO,DATE
TOTA1.EOUITV
CURRENT TOTAL
ESTlMATtD YIELD UTlMAtED INCOM
PLEASE SEE REVERSE SIDE FOR EXPLANATIONS AND IMPORTANT INFORMATION
IllM'
,,1\Ut '"
~ ...
-
SfrC
_.._....__1" ACCOUNT wITH
U.S.ctearlJ}g
MEMBtR HtW YORK stOCK EXCHANGE IHC.
26 UROADWAY, NtW YORK, N.V.10004' U_
e2m J4HiKlO
IJ
discount brokerage services
28 east simpson street
mechanicsburg, pa 17055
HEcKAHICSBURG PA 17055-6435 TYPE Of ACCOUNT
flA" ...".'.1 ,. CASH . . HON.NEC- . _otHER
QtlABL.[
11/27/92 2 . MARCIN ,. SHORl . . RVPIDVP
, . INCOME
:C1 DATE BOUGHT. "'Ul. DESCRIPTION PfUCE OR ~OUNT AMOUNT MARKET (Sot, MHU-'L INCOME
,p, .... REC[lvtO OEuvtR[O [NtMY DEBIT CREDIT VAlUE RATE AMOUNT
OR LONG OR SHORl
-0 1228 DIV-ON SPRINT CORP 0.2500 200.00
cASH DIV ON 800 SHS
REC 12/07/92 PAY 12128/92
-0 1231 DIV-ON llELHARVA pOHEIl & LIGHT CD 1. 0500 105.00
4.207. pfO
CASH DIV ON 100 SHS
REC 12110/92 PAY 12131/92
-0 1231 DIV-DN JANES RIVER CORP OF VIRGINIA 0.1500 30.30
H/RTS TO pUR p/STK UNDER CERT
CIRCUHSTNACE
cASH DIV 011 202 SHS
REC 12/17/92 PAY 12/31/92
.. ... POSITIONS IH YOUR ACcOUHT . ....
-0 40436 ALLIANCE HONEY RESERYES 1.000 40,43b .030 1213
.14000
-0 264 AI1ERICAH TEl. & TELEGRAPH CO 51.000 13.464 1. 320 348
-0 278 AI1ERITECH cORP NEH 71. 250 19,806 3.680 1023
-0 250 DQE 32.250 8,063 1.600 400
FORHERLY DQE 1HC
-0 100 llELHARVA POHER & LIGHT CO 51.500 5,150 4.200 420
4.207. PFO
PERIOD [HOlNG
.-.cCOUNT HUMBER
SOCw.. Slcukl V
OR I 0 HUMBER
210-26-9492
HILOREO E VOGELSOMC
23 WEST COOVER STREET
12131/92
390-20738
At. BY TYPE:
CASH ACCOUNT
MAROIN ACCOUNT INCOM[ ACCOUNT
. CONTINUED 0 NEKT PAGE ·
5"OR1 ACCOUNT
COHV DOHO 'CCOUHI 0 HlH CO.D'H'O '~OUHIS
,., lYPES OF .-.ceOUMTS ,.......
PENING OAL
LOSING aAJ..
lARCIN INURES
tAR.TO.OAT(
RETAIN THIS
STAT[MENT FOR
INCOME TAX
PURPOS[!i
DIVIDENDS CORPOIV'TE. DOHD INTEREST MUNICIPAL DOHO INTEREST
tHIS MONTH YEAR.TO-DAT[ THIS JAONTH VU<R.TO.DATE nus MONtH V[AR.to.OAtE
tOTAl EQUITV
CURRENT TDIAl
UTIMAltD VIELD [!iIIMATEO IHCOMt
PLEASE SEE REVERSE SIDE FOR EXPLANATIONS AND IMPORTANT INFORMATION
......
..,,,,, '1&
-...... "-
IIJ
SiPc
--.---IN ACCOUN' WitH
U.S.Clearmg
MlMD[R HlW YORK 5tOCK UClt^HG( IHC.
,. DROADWAV, HlW YORK, N.Y. ,0004. ".
,1t:lt r4"'4OO
PlRIOD lNDING
ACCOUNt NUMOlR
HILDRED E VDGELSDHC
23 WEST COOVER STREET
HECHAHICSBURO PA 17055-",,35
12131/92
390.20738
LAst 51A.UMlN'
,- CASH
11/27/92
I' MARGIN
'J .INCOM[
eel DA.t[ DOUGHt. "'LD.
,p, ..... R[C(IV(D D[UV[RED
OR LONG OR SHORt
~-O 153
,-0 274
~-O 202
L-O 196
l-O 1520
l-O 50
l-O 900
,-0 ISO
,-0 358
,-0 800
l-O 251
l-O SO
L-O 494
DESCRiPtiON
EATON CORP
H/RTS TO PUR C/STK UNDER CERT
CIRCUHSTANtES
GElERAL PUBLIC UTn-ITIES CORP
JAKES RIVER CORP OF VIRGIHIA
H/RTS TO PUR P/STK UNDER CERT
c:mcUHS THACE
HYNEX CORP
H/RTS TO PUR P/STK UNDER CERT
CIRCUHS T ANtES
PENNSYLVANIA POWER & LIGHT CO
PEI*lSYLVANIA POWER & LIGHT CO
$8.70 PREF
PFIZER IHC
H/RTS TO PUR P/STK UNDER CERT
CIRCUHSTANCES
PRIl'ERICA CORP HEH
..'ROYAL OUTCH PETROLEUH CO
HY REGISTRY lOG 5 PARI
SPRINT CORP
UNITED TEL CO OF PA 4.50%PFO A
UTS HUVEEN TE UT TR "1l3-Q
PA INSD TR QTL Y PHT
UTS HUVEEH TE UT TR PA "IOO-Q
INSO QTL Y PHT
\A1. BY TYPE CASH ACCOUNt
t.lARCIN ACCOUNt INCOME ACCOUNt
. CONTINUED 0 HEXT PAGE .
'PEN1NG BAL.
lOSING BA.L
~ARG1N IN1[RE$' RlTAIN 11115
'EAfHO.DATE StAUMENt rOR
INCOM[ tAX
PURPOSES
discount bro~erage services
28 east simpson street
mechan/csburg, pa 17055
!.OClAl !llCUftl V
OR I 0 NUMlIlR
210-26-9492
TYPE Of ACCOUNT
.. - HONN[(;'
O11A8U
,. SIlORt
. -OIH[R
. . RVPIDVP
PRIC[ OR
[NTRV
AMOUNt
0[011
AMOUNt
CRWII
MARKO
VAlUE
Est AHNUALINCOME
RA1[ AMOUNt
81.625
12.489
2.200
27.625 7.569 I. 600
18.500 3.737 .600
83.875 16,ItItO 4.640
27.250 41.420 1.600
104.000 5,200 8.700
72.500 65.250 I. 480
48.375 7.256 .800
81.000 27.378 4.149
25.500 20.400 1.000
UHPRICED 4.500
103.820 5.191
105.800 52.265
SHORt ACCOUNt CONV. BOND ACCOUNT OHllft COMBINED ACCOUNts
TVPES OF ACCOUNTS
MUNICIPAL HaND INllRlst
tHIS MONTH HAR.tO.DAtE
CURRENT tOTAL
EStiMAtED YIllO UtlMAtED INCOMI
DIVIDENDS CORPORAl[ DOND INURlst
tHIS MONtH YEAR.tO.OATE tHIS MONItt y[.AA.TO.D.\n
totAl [QUltY
PLEASE SEE REVERSE SIDE FOR EXPLANATIONS AND IMPORTANT INFORMATION
......
.UUtl I'"
-.... '-
II
.
Sfpc
-.--IN ACCOUNT wITH
U.S.ClearjJJg
MEMBER NEW YORK STOCK DCHAHC[ IHC.
2'llIftOAOWAV, HEW VORK, ".'1'. '0004'''-
I:lUI14','.oo
P[RIOD [NDING
.-..cCOUNT NUMBER
HILDRED E VOGELSOHG
25 WEST COOVER STREET
HECHAHICSBURG PA 17055-&455
12/51/92
590-20758
l.A~T STAUMENT
,.CASH
z. IotAAG1N
:I . INCOME
11/27/92
tCT. DATE
iPE ....
6OUGHT.
REtEIVtD
OR LONG
100
100
500
$OlD.
DUNERED
OR SHORT
OESCRIP7IOH
.-0
UTS NUVEEN TE UT TR n124-Q
INSD PA SER 124 QTLY PHT
UTS NUVEEN TE UT TR n129-Q
PA INSO TR QTL Y PHT
UTS NUVEEN TE UT PA n155-S
INSD PA SER 155 SEIII Al-UJA1..
FIRST FDlL SVc;.; B~ CA1..IF St.NTA
HONICA C/D FEDL INSD TO 100H
DUE 06/17/1995 4.000r.
... . YDUR PRICED PORTFOLIO VALUE
... TAX SUHKARY IHFDRHATIDH ...
,-0
l-O
25000
-----------------------
TAXABLE DIVIDENDS & DTHER OIST.
HON-TAXABLE HUNI-BOND INTEREST
FOREIGN TAX PAm
discount brokerage services
28 east simpson street
mechanicsburg. pa 17055
~OClAL :.LCUHI 't
DR 10 NUMOER
210-26-9492
TYPE DF ACCOUNT
.. . NON.NEG. I. OTHER
QT6AOU
, . !lHOR' I . RVPIDVP
PRICt OR ...MOUH' ......OUNT ...,..rt
EH1RV DEBIT CREDIT VA.\.UE
106.490 10.&49
106.450 10.&45
98.600 49,300
UNPRICED 4.000r.
422,108 .....
THIS HOHTH YEAR-TO-DATE
---------- ------------
1.078.94 8.858.55
5,217.80
246.90-
A COHSO mATED 1099 FORH COHTAINING DIV IHT om & 099B
INFORHA ION HILl BE HAn.ED TO YOU SEPAR TELY.
:lAL 0'1' TYPE
CASH ACCOUNT MARGIN ACCOUNT
INCOME ACCOUNT
.00
.00
225.75CR .00
555.50CR .00
,P[HING BAL.
:LOSIHG OAL
......RGIN IHURES
(tAR.10.O"'TE
SHORT ACCOUNT
.00
.00
CONY OOND .-.cCOUNl
.00
.00
U1HlH
TYPES OF ACCOUNTS
.00
.00
COMBIN[D ACCOUNTS
225.75C
555.50C
folUHICIPAL OOND IH1[RtST
THIS MONTH Y(AR.TO.O...t[
CURREUf TOTAL
[SlI....,.,1[D YIELD [S7IMAnO INce
TOTAL EQuity
DIVIDENDS CORPORA1[ 00 NO IHnREST
HilS MONTH YEAR.TO.DATE THIS MONTH YEAR.10.OAt[
.00 5217 .80
422,445
5.28 r.
13,8&0
R[lAlN THIS
$T",1[M(NT rOR
INCOM[ TAX
puRPOSlS
1078.94 8858.55 .00
"Uo\r
.."", ,..
PLEASE SEE REVERSE SIDE FOR EXPLANATIONS AND IMPORTANT INFORMATION
SCHEDULE K.1 Partner's Share of Income, Credits, Deductions, etc. OMO No. 'r,.\~.009ll
(Fonn 1065) ~ 8M ..po,..11 Inlwcll.nl. ~@95
~ of IN y,......,
1tI41r'\at R~ a-w. 'Of calender yl., 1106 01 ,.. Y'.' b~lnnlno . 189a. and .ndlno . ,.
Partnar'aldanlllyln numbar~ .0.2(,,( , Partna,..hl 'oldanll In number~ "ZS: \5(.IS7Z
Partner'. name, address, and ZIP codo Partnorshlp's namo, add ross, and ZIP code
l\'I,ldrw e: I/.~J.......~ 0 L ~ DiSCOUNt D1;~(.ERfC[ ~.:Ii~IC(5
L' W c..o.or ~t 28 (I,ST 511.1'50:1 5Tk((l
MH~"n~~"xc, PA I1<>S\ ~.[CIt'oNICS8URG. PA HOSS
A Thl. partner I. a 0 gonoral partnor 181 limited part nor
o IImlled lIablllly compallY momber
B What type 01 entity Is this partner? ~ .......................
C I. this partner e iii domestic or a 0 foralgn partnor7
, PI 801... chango pq End 01 G
o Enlar partnar . perconlaga 01: 0< ,,,,,,,lnIllan ~
Profit .hartng. . . .=':'!...'!.. % ..:!-.:.~. 'Ko H
L h I ~1.( M 21.~ M
ASS 8 ar ng . . . ......?.,. ..........,.
. Ownarshlp 01 capital . . . . ..::1::... % .:~ ~ 5'.. 'Ko
E IRS Cantor where partnership filed relurn: i'oI,,,,
J Anal .1. of ortner'. co ltal account:
.. (01 Capltaloccounl II lbl Clpllll conlrlbuted
beginning 01 year dul1nQ .,..,
'0\\"1
'i
~
D
E
o
u
.5
,
u.,
" c
~~
-
c_
....
Sf!
....
.,-
>c
.=-
F Partner's sharo of lIabllilios (soa Instrucllons):
Nonrocourso. . . . . .. $ ..~I.~.............
Qualified nonrecourso financing $ .. .~. ~':'.............
Olhor . . . . . . . .. $ ...~~~.............
Tax sholler registration number . ~ ......H.(~...............
Check hen! If this partnership Is a publicly traded
partnership as dafined In section 469(\<)(2). . .. 0
Check applicable boxes: (1) o Final K.l (2) o Amanded K-l
Ie) P.rtnef'. atwl 01 lines
3.4. and 7. form 1065.
Schedule M-'
3o'};
(0) Dlltrlbu1lvl lha,.. ham
Ordinary Income ~oss) Irom trade or business actlvllies
Nellncome Ooss) from renlal real ostale acllvillos
Net Incomo ~oss) from oilier rental aellvllles.
Portfolio Income ~oss):
a Inleresl
b Dividends. . . . .
c Royallles. . . . .
d Net short-term cepltal gain ~oss)
Net long-term capital gain ~oss).
OIl1ar portfolio Income (loss) (ettach schedule)
Guaranleed payments to partner . . . .
Nel gain (loss) under secllon 1231 (olher Ihan due 10 casualty or Iheh)
OIlier Income oss attach schedule . . . . . . . .
Clletllable contribullons (see InstNetlons) (attech schodule) .
Soctlon 179 expense deduetion. . . . . . . . .
Deduellons relaled to portfolio Income (attach schedule) .
OIlier deductions attach .chodule. . . . . . . .
1
2
3
4
e
f
5
8
7
8
9
10
11
Inlarest expense on Invoslmenl debts. . . . . . . . .
(lltnvestment Income Included on lines 40, 4b, 4c, and 41 above
2 Inveslment ex nsos Included on line 10 above
138 Low-Income housing credll:
(11 From secllon 420)(5) partnernlllps for property placed In
service bofore 1990 . . . . . . . . . . . . .
(21 Olher Ihan on line 13a(1) for property placed In. service belore 1990
(3) From secUon 420)(5) partnerships for property placed In
l! servlco aher 1989 . . . . . . . . . . . . . . .
I (4) Olher Ihan on line 13<1(3) lor property placed In sel\'lce aher 1989
(J b Qualified rehabilitation expenditures related to renlal real eslete
ectlvllles . . . , . . . . . . . . . . . . . .
c Credlls (olher Ihan credlls shown on IInas 13a and 13b) relaled
to rental real eslala acllvilias. . . .
d Credils relaled 10 oilier ronlal acliviUes . . . . . .
14 OIlier credlls. . . . . . . . . . . . . . .
For Plperwortt Reduction Act HatJc., He Instructions for Fonn 1065.
124
b
1
2
3
4a
4b
4c
4d
4a
4f
5
6
7
8
9
10
11
tel) Withdrawals and
distributiOn'
(II CapItal Iccoum al end 01
year (combine columns (II
'h h ldll
, I ~
(c) 1040 nla... enter the
amount In column (b) on:
} See PlOOI 5 and II 01
Pa"nIf" Irtltructlont fot
Schedule K-1 (Fonn 1065).
(b) Amount
-
11'1
"
Sch. B, Part I. line 1
SCh. B, Part II, line 5
SCh. e, Part I, line 4
SCh. O. line 5, col. l~ 0< (g)
SCh. 0, line 13, col. l~ Of (g)
(ntttonlpptlc.abltllnlDI~I'Jlurn.
} See PlOt 6 of Partner'.
Instruction. for Schedule K.'
(Fonn 10651.
[nl,r on 'POtable knt of your mum.
Sch. "-line 150< 16
} See PlO' 7 of Par1ntr'.
Instrucllons lor Schedule K.'
(Fonn 10651.
Fonn 4952. line 1
} See paoe 7 of Partner'a
Inslrvchons tOl Schedule te.,
(Fonn 10651.
F
EXHIBIT
-
j
z
-
.Li-H
1 See page a 01 Portner'l
Instrucllons 10f' Schedule K.'
(F- 1065).
Schedule K.l (Fa"" 1085) 1119S
130
13d
14
Cat. No. l1J94R
(b) Amounl
PIOI 2
(c) I 00\0 nlo.. onltr ""
omounl In column (b) on:
Soh. SE, StcIlon " or B
) Set pall" a at Plllno(l
'nttrue_"lor Ijthtdull K.I
\form 1065.
Schad"" K.\ \form \0051 '995
Ii
il
11
\
\
(0) DlllribuUvO oho" 110m
11la Nel eamlngs ~ou) from sell.employmenl.
b Groaa farming or fishing Income.
c GrOllS nonlann Income.
11la DepreclaUon adjuslment on proporty pieced In service aher 1988
b Adjualed gain or Iou .
c DeplaUon (olhe' than 011 and gU)
d 11\ GrollS Income from 011, gll, and geothennel properties
121 DeducUons ellocable 10 011, gll. and goolhennel properties
. Othe, ed uslments and tex ele,ence lIems ahach schedule
-
SMpagnsltld90f
partntr'.tn,tt\,ICUOnI
IOf Gthedule K.'
(.orm \OO5)1tld
Inlwetlont lor Form 62~'.
-
Form 1118, chid< be...
) ,-""~, .
Form 1118, Pili 11
Form 1118, Pili III
S61lnstruc:tionl1or Form 11\'-
1 Set pall" 9 01 PlIIIno(.
InstNCtiOI'lllor SChed\M K.'
\form 1(65).
Form 1040, line 8b
) SM pall" 901 P"""'"
Int_"lor Sehtdult K-I
(Form 10651.
. .
III
Gl
~
C
III
e
If
17. TVpo of Income ~ .................................................
b Name of lorelgn coun\Jy or U.S. polleaslon ~ ......1:.........
o Tolal grail Income from sources QUISldelhe Unlled States (ahach
sehedule). . . . . I .
d Total applicable deductions and 10S58S (ahach schedu/a) .
. Totallorelgn lexes (check one): ~ 0 Paid 0 AcCrued .
1 Reducllon In taxas available fo, credll (shach schedule) .
Other forel n lex Inlonnallon allach schedula
18 Sacllon 59(e)(2)expondltu,IlS:' Typo ~ .........................
b
111
20
21
22
23
24
.
b
25
-
-
-
:30<<'
!
AmOunt... ....
Tex.exempl Inle'esl Income . . .
Other tax.exempllncome.
Nondedur.llble exponses .
Distributions 01 money (cash and marketable securilles)
Distributions of property other \IUlI1 money
Recaplura ollow.lncome housing credit:
F,om seellon 420)(5) partnerships - \ Form 8611, una a
Other than on line 24e . f
supplementallnlormetion required 10 be ,eported separele1y 10 each partner (ahach additional schedules 'f mom space Is
needed): .
-
-
-
.........................................................................................................................................,
..........................................................................................................................................
...........................................................................................................................................
...........................................................................................................................................
c
o
...
III
E
o
S
~
~
Gl
ii.
a.
::I
Ul
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iO 92346808
P002/00J
o
POWER OP ATTORNEY
KNOW AIL MEN 8Y 'l'HESE PRESENTS, that I, MILDRED X.
VOGELSONG, of 23 West Coover street, Mechanicsburg,
Penmlylvania, have made, constituted and appointed, and by
these presents do make, constitute and appoint ROBERT P.
SPANGLER, JR., of 26 East Simpson Street, Mechanicsburq,
Pennsylvania, my true and lawful Attorney for me and on my
behalf, generally, to do and perform all matters or things,
tran~act all bucinoac, m~kc, execute, acknowledge and
deliver all contracts and orders, including the e~ecution,
acknowledgement and delivery of Deeds for the proper, full
and complete conveyancing oC any and all of my real estate,
in fee simple, wheresoever the same may be situate; to sell
and transfer all motor vehicles registered in my name;
together with the specific right to open and enter into any
and all safe deposit boxes rented by me at any banking
inGtitution; to remOVQ ~ny and all of the contents thereof,
as well as to cancel the rental contract therefor; to
collect and receive any and all proceeds due me under
pOlicies of insurance covering me as an insured or
otherwise, whether the same be life, health, accident or
other policies ind~mnifying mQ for any rea~on; and to
collect and receive any and all pension or annuity payments
or other benefits due me whatsoever; and also to make all
writingo, aoourances, including the making uf checks,
drafts, deposits, and withdrawals at any bank, banks,
financial institution and/or credit union on my behalf; the
preparation and filing of Federal and state Income Tax
Returns; to sell and transfer any and all stocks, bonds and
securitl.ns which I mall' own, through any lltook brokerage firDI
or directly through the issuing corporation; to procure for
my welfare and maintenance, domestic help, supplies, medical
attendance and treatment of any nature or kind whatsoever,
such as but not limited to, x-rays, surgery, rehabilitation
and specialist services, inc1udinq also lilY admission to any
hospital or hospitals and/or retirement or nursing homes as
my Attorney, at his sole discretion, shall deem necessary
for my proper care and tX'eatment; and to make and deliver
any and all papers, instruments and documents which may be
requisite or proper to effectuate any matter or thing
appertaining or belonging to me whatsoever, with the same
power, and to all intents and purposes, wi th the same
validity lOG I could if I were per!lonally prcocntl hereby
ratifying and confirming absolutely, whatsoever my said
Attorney shall and may do by virtue hereOf.
THIS POWER OF A~ORNEY IS INTENDED TO BE DURABLE IN
NATURE, and shall not be invalidated or voided in any manner
- 1 -
EXHIBIT
I ~ /'1_
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'.
~(Q)~W
IN THE COURT OF COMMON PLEAS OFC,I /l J~doJ) COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
In Re:
, )
)
)
No. cll-q(o-~
An Incapacitated Person
FINAL REPORT AND PETITION TO TERMINATE
GUARDIANSHIP APPOINTMENT
AND NOW COMES Neighborhood services,
respectfully represents:
Inc. ,
which
1. Neighborhood services, Inc. was appointed guardian of
the person and
to -~ -a, '7
esta te of m-/ rlAr i //'7511 /")/)/~? on
under the above caption and docket
number.
2. 71l Iclflr.-I (~a/ h,.t1(j)
I / II
I/,t.//nl
I I
3. Attached hereto is
passed
away
the Final Report required under
20 pa.C.S.A.5521(c) (2).
Inc.
respectfullY
WHEREFORE,
Neighborhood services,
requests that said guardianship appointment be terminated.
Respectfully submitted,
NEIGHBORHOOD SERVICES, INC.
By: "-[JJ((nrt? IlTJ}
Title: !L('c,djfH./lY ((~/}I' fl"n l1o.q-JL
Address: 101 South Queen street
Lancaster, PA 17603
Date: 'RId/uO
. ,
on
l'lelgn'ooll10UU ,::)tlIVIl;tlS \L.IVtl Udldl
. STATEMENT OF OPERATIONS
FOR Vogo/song Mildred(phaso ou/4115/03)
FOR THE 12 PERIODS ENDED JUNE 30.2003
-_.--_.__.__._~--_._---_._--_.-.._-_.- -----------------
PERIOD TO DATE
ACTUAL PEltCEt'T
YEAR TO DATE
ACTUAL PERCEt'T
Revenue
Balallce
s.oo ,0 ~~ 610.04 44.9
.00 .0 750.00 55.1
.00 .0 1.360.04 100.0
.00, .0 1,360.04 100.0
.00 .0 1,360.04 100.0
.00 .0 .00 .0
.00 .0 1.360.04 100.0
S.OO .0% , .1,360.04 \00.0
Bank l3al Fwd.\'ogelsong,Mildred
Other Income.Vogelsollg.Mildred
TOTAL Revenue
NET
TOTAL OTHER INCOME AND EXP
Fund Bal. Change Current Y
SYstem -Ollt~'o8i1Tt2'003T,f3Iram --------.- ---'-'---~'------ ----. --" - - .-_.
Applabon Dale. 0811112003
------.- "'-----'- -~--. ...._-----_.._-_._~~--_.
---- .----- -----.Pagi 1
User: LD I Lilly ~Jesul
Nei~hborhood Services (Live Data)
j
GENERAL LEDGER DETAIL REPORT
CLIENT 02VOGM . Vogelsong Mildred(p/Jase out 4/15/03)
DETAIL POST/NGS FOR PERIODS 01 THRU 12 ENDING 06130/03
\(TOl"l '0
I'I.M 1)A.1t J01'K..."1 l'il~II'(i ,u.\l"ln;~
SIIIII....-.;{j!
ISIlI"<"jIlAl.
1I11il"'I'IIII-\1
JlIIIlI
ntl I lIT
lI..nl U..ll....J.\'j'rth.lIlj:.\lIl.hrJ
'"'
'"
~I 071011'01 III".JIIO().I III\SK II "I.ANn: rWIJ 7111'u2'
61011-4
f,lh(~n(
,..
,..
(.I(IU",
/.lllh.Kk
fI!Uu.&("k
'"
')t..o:\,O(j\t ()lht' hllulltr.\'nrdw'nj:.\lIlJlrJ
UI 0115 lJ: rf(.Ju11 ~ ~.tril'H("
Ul Oi I.aO: CR.lIl"l'" JCjJt.i!. ~ MG,H:7
uJ IN!(,U: CR.J(I'12!> nlRJ\OI n 01 n'M" nJIIO)~lnll
(~ 10m 02 CR.JlllIQ nun; 01 COL'lnIO)(,Jl.:
'"
JOOllU
]()(jlll'lCR
I~o"n
~~n 1I0CR
I~(l IJ(1
Ct(J(louCR
1501.10
1500llC'R
,..
,..
7501111
7~O uoCR
:501l0C'R
,,0
21.U2\'{Ki\1 (1\11('1\11\(
'"
10 tlol 2J OJ
"I'.JWI~: u2,'OC.'1l1l'W O.l::(lJ 1:S1 AlL tU.c I'R()('i Ill'\\'
Ul,Cl(14
1.3!1<Hl-l
11 uHIIO] \lC.ll.lli~ (1U'1 OII'CnLlcwtl.rAR[ C~lI:~(l~:
!.Jb(J('"
IK'
1K1
!.Jt>(J(~
1.]!.olM
1K1
IKl
CLlE!'.'T O:\'OGM TOTAL:
.00
1.)b(lCI-&
:.noo~
t,)MlJ"'CIt
l,)bhO-K1t
REl'ORT TOTAL:
.OU
t.ll..o,~
1,nom
I.J"'l().lCR:
l.lhUOKR
iyslem Oalo 08"112003/1' 38 am
\QD!IC811on Dale 08.!' "2003
Page'
User BP J Blanca.tJercz
.STATE!MENT OF OPERATIONS
FOR Vogelsong Mildred{phase out 4/15/03)
FOR THE 12 PERIODS ENDED JUNE 30,2002
--_.__..---,.~.._---_.-----'----- .-.-.----------------
PERIOD TO DATE
ACTUAL PERCEST
YEAR TO DATE
ACTUAL PERCEST
Revenue
Bank Bal Fwd.Vogelsong.Mildred S.OO .0% 3,090.68 83.2
Emplo)111elll. Vl1gelsollg,Mildred .00 .0 190.99 5.1
Olher IlIeome. \. ogelsong,M i1dred .00 .0 433.13 11.7
TOTAL Rel'enue .00 .0 3.714.80 100.0
.00 .0 3.714.80 100.0
Operating Expenses
OlherlMisc. .00 .0 3.104.76 83.6
TOTAL Operalillg Expenses .00 .0 3,104.76 83.6
NET .00 .0 610.04 16.4
TOTAL OTHER INCOME AND EXP .00 .0 .00 .0
Fund Bal. Change Current Y .00 .0 610.04 16.4
Balallce S.OO .0% .610.04 16.4
System'D,'Ie:' oiii1112CI03 "1:318m-------------4 --------
Application Dale: 0811112003
.-----.---- -..,--"
pa;e ,
User: LO t Lilly q,eJesus
GENeltAL LEDGER DETAIL REPORT
CLIENT 02VOGM. Vogelsong Mildred{phese ou/4/15103}
DETAIL POSTINGS FOR PERIODS 01 THRU 12 ENDING 06/30/02
_._-_._----_.~-
\('rot',"' \0
lILt( 1"11 1t1\~\'1 1't)'\II\li IH 't'IU~\ IIUUSSIO\OIl"1 OWIT C1U:ll1T N(::l CHAsm: E."OING UAL
OI><Jl\'lJll\l 1I....II.lf"II.\'II'tl~ln.."hM"J lK' .00
III (l'-OIfll IU .Jl)"IO) Ihlllll.I""tlunuIJ1tlI111 ),(1'1068 l.lJ906!CR
"" 00 3,090611. 3,(I'KlMiCR ),{llI06ICk
:11.1I:\ll<I" I 11"i!1I11ltnt.\'u"luJII,.MI1J1fJ lK' 00
III iUIl.1l2 rlt.JuHU )4:5 190.99 190.9'lCR
.lI11 0Cl 190.99 190,99CR 190.99CR
OMll\()I;)\1 (hhr,llInm.,.\'ult'lklO,.MllJfI'd .00 .00
01 MinH! ftt.III'1I 1101 14.08 1".OICR
III ,,.,14111 ('Jt,JI"I(~ l:(,c, 19.12 ll.lOCR
,.. Illllll"l ('11./111I'1 ~:~~ 17.7] $O.Q)CR
", 1:1\111 t'k.lI!1I H): 111.99 1l'.9lrR
II' lllHtl: Jr.J(IIIt>' runt(llUnC CRlla merl )HI U~ 22b.9bCR
III "11111: [f(.jO:I] m. 5U7 1I!.llrR
'" on1112 eft.Ju)," ].&05 117.80 m.llCR
.00 .011 mil m.IlCR m.IlCR
21.01\UOM (Ilh" 'ilK 00 00
III Ull7(J) AII.,UOU O:\'OOMDPW 071701 ESTATE RECOVERV PROG 3.lo.t.76 3.104.76
.00 3.lo.a.76 .00 3.104.76 3.104.76
CUm-..Ol\'OOM TOTAL: .00 3.104.76 l.l1HO 610.04CR 610.0KR
REI'ORTTOTAL: .00 3.lo.a.76 3.714.80 610.O.tCR 610.O.tCR
3yilemljale: oelffiioCI37,F38am---'-- --'~ -..--- ..-
""Dllcatio" Dale: 0811112003
-_.__...~..~._._._- ..-----..- ...,.-..---------- -.-.- --.-- .__...._..
.".-.------Page: 1
User. BPIBlanca~erez