HomeMy WebLinkAbout96-00890
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ALMA B. SENIOR,
AN ALLEGED INCAPACITATED
PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE MATTER OF THE PERSON
AND ESTATE OF:
NO.
PETITION FOR APPOINTMENT OF PERMANENT PLENARY GUARDIAN
OF THE PERSON AND ESTATE
AND NOW COMES THE PETITIONER, The Area Agency On Aging, county
of Cumberland, 16 West High Street, Carlisle, Pennsylvania and
represents and avers as follows:
1.
The Petitioner is the Area Agency on Aging (AAA) in and for
Cumberland County with offices located at 16 West High street,
Carlisle, Pennsylvania.
2.
. j
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The alleged incapacitated person is Alma B. Senior, 76 years
of age, who resides at 1405 Lowther street, Camp Hill, cumberland
county, Pennsylvania and has resided there for a period exceeding
one (1) year prior to the filing of this Petition.
3 .
Alma B. Senior is married and her husband is Elmer Senior who
resides with her at the above stated address.
4.
Alma B. Senior and her husband are the parents of one known
child named carolyn Bailey who resides at 4711 Deer View Road N.E.,
Cedar Rapids, Iowa 52411.
5.
Alma B. Senior has, for at least four (4) months, been
incapable of managing and caring for herself.
6.
Alma B. Senior exhibits symptoms of mental incapacity,
including but not limited to delusional disorder, vascular
dementia, senile onset, with oppressive and paranoid features as
well as a behavioral disturbance.
7.
Alma B. Senior's mental incapacity prevents her from managing
and caring for the affairs of her person and estate.
8.
Alma B. Senior's condition has deteriorated in that:
A. Her appearance and hygiene are poor;
B. She is unkempt and disheveled;
C. She appears disoriented and confused; and
D. She is unable to manage her financial affairs.
9.
Alma B. Senior and her husband have marital difficulties
wherein police have been summoned because of threats of bodily
harm.
10.
Between September 27, 1995 and September 30, 1996 the Lower
Allen Police Department was summoned to the residence of the
Seniors on approximately one hundred (100) occasions.
11.
Alma B. Senior has had several hospitalizations during the
past year.
12.
On or about November 24, 1995, she was admitted to Holy spirit
Hospital and was discharged on January 5, 1996.
13.
During the period of her hospitalization at Holy spirit
Hospital referred to hereinabove, psychological testing was
conducted of Mrs. Senior, with the following conclusions:
A. Patient had impaired nonverbal problem skills;
B. There was a 21. difference between verbal and performance
IQ scores which was indicative of right hemispheric
disorder;
C. She was known not to be oriented to place on several
occasions;
D. Her basic neuropsychological functions were not within
normal limits;
E. She demonstrated difficulty with concentration, attention
and cognitive flexibility;
F. She had experienced a cognitive decline; and
G. She had significant difficulty with visual, motor, memory
skills and nonverbal processing problem solving
abilities.
14.
As a result of the psychological testing referred to herein
above, the further conclusion was that Mrs. Senior would require a
structured environment with a moderate amount of supervision
assistance and that she would most likely need placement in a
supervised living arrangement in a skilled nursing facility.
15.
On or about September 29, 1996, Alma B. Senior made
approximately 10 to 15 telephone calls to a Doctor asking for help.
16.
On or about September 30, 1996, a Protective Service Officer
for AAA visited the residence of Alma B. Senior and made the
following observation:
A. She was wearing a dirty and stained night gown that had
dried feces;
B. The sheets on her bed were stained;
c. She was very agitated, irrational and verbally abusive
towards her husband; and
D. She threatened to kill her husband with a gun.
17.
The approximate gross value of the estate of Alma B. Senior is
not presently known but it is believed that all assets are jointly
owned with her husband and her monthly income is believed to
consist of a pension and social security which total approximately
$500.00 per month.
18.
The Petitioner is willing to accept the appointment of
Permanent Plenary Guardian of the Person of Alma B. Senior.
'.
The Petitioner has no
incapacitated person.
19.
interest adverse
to the
alleged
20.
Elmer senior, husband of Alma B. senior, is willing to accept
the appointment of Permanent Plenary Guardian of the Estate of Alma
B. senior.
21.
No previous application, to the knowledge of Petitioner, has
been made for the Order herein asked for.
23.
No other Court has ever assumed jurisdiction in any proceeding
to determine the incapacity of Alma B. senior.
24.
The failure to appoint the Petitioner as Permanent Plenary
Guardian of the Person of Alma B. senior and Elmer Senior as
Permanent Plenary Guardian of the Estate of Alma B. senior will
result in irreparable harm to the person and estate of Alma B.
Senior.
25.
Less restrictive alternatives are not available because there
is no one able to care for her except her daughter who resides in
Iowa and is unable to accept appointment as Permanent Plenary
Guardian of the person and estate of Alma B. Senior.
,-,
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26.
The Area Agency of Ag ing, in and for Cumber land county,
Pennsylvania is a human service agency that is qualified to be the
permanent Plenary Guardian of the person of Alma B. Senior.
WHEREFORE, Petitioner prays that this Honorable Court appoint
Petitioner to be the Permanent Plenary Guardian of the person of
Alma B. Senior and Elmer senior as Permanent Plenary Guardian of
the estate of Alma B. senior.
Respectfully submitted,
a~~4le~
Anthony L. DeLuca, Esquire
113 Front street
P.O. Box 358
Boiling springs, PA 17007
(717) 258-6844
,
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VERIFICATION
1 hereby verify that the facts and information set forth in
the foregoing petition are true and correct to the best of my
knowledge, information, and belief. 1 understand that any false
statements contained herein are subject to the penalties of 18 pa.
C.S. section 4904, relating to unsworn falsification to
authorities.
Dated: \,)0\14."""\0,.11" l J \o,!\\"
~).~ (~O-"oO
CERTIFICATE OF SERVICE
The undersigned does hereby certify that a true and correct
copy of the foregoing document was mailed this date by depositing
same in the possession of the United States Postal Service by first
class mail, postage prepaid, addressed to the following:
Elmer Senior
1405 Lowther street
Camp Hill, Pennsylvania 17011
Carolyn Bailey
4711 Deer View Road N.E.
Cedar Rapids, Iowa 52411
Dated: I111 Ire
I (
BY:
'"'''''~---.-----, .._-_._--~-
PA 17007
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IN THE MATTER OF THE PERSON : IN THE COURT OF COMMON PLEAS OF
AND ESTATE OF: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ALMA B. SENIOR, an alleged
incapacitated person
No. 21-96-890
ORDER O~' COURT
AND NOW, this 22nd day of November, 1996, upon
consideration of the Petition for Appointment of Permanent
Plenary Guardian of the Person and Estate, and following a
hearing, Alma B. senior is adjudicated an incapacitated person.
The Area Agency on Aging in and for Cumberland county,
Pennsylvania, is appointed plenary guardian of the person of
Alma B. Senior. William G. Reese (W.G. Reese Financial Guardian
services), P.O. Box 351, Newport, Pennsylvania, is appointed
plenary guardian of the estate of Alma B. Senior, conditioned
upon his filing bond as security for the proper performance of
his duties in the amount of $50,000.00. The guardians are
directed to file reports in accordance with the provisions of 20
Pa. c.s. Section 5521(c). No bond shall be required of the Area
Agency on Aging.
Notice is hereby provided to Alma B. Senior
through her court-Appointed counsel, Susan J. otto, Esquire, and
through service of this order of her right to appeal, and to
petition to modify or terminate the guardianships created
herein.
o
,
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IN THE MATTER OF TilE PERSON
AND ESTATE OF:
IN TilE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ALMA B. SENIOR, an alleged
incapacitated person
No. 21-96-890
IN RE: PETITION FOR GUARDIANSHIP
BEFORE OLER. J.
OPINION AND ORDER OF COURT
OLER, J.
At issue in the present case is whether Alma B. senior
should be adjudicated an incapacitated person, and if so who
should be appointed plenary guardians of her person and estate.
A hearing was held on the matter on Friday, November 22, 1996,
before the undersigned judge. Based upon the evidence presented
at the hearing, the following Findings of Fact, Discussion and
Order of Court are made and entered:
FINDINGS OF FACT
1. The allegedly incapacitated person is Alma B.
senior, a domiciliary of Cumberland County, Pennsylvania,
residing at 1405 Lowther street, camp Hill, cumberland County,
Pennsylvania.
2. Ms. Senior was born on January 5, 1920, and is
presently 76 years of age.
3. Petitioner is the Area Agency on Aging in and for
Cumberland County, with offices located at 16 West High street,
Carlisle, Cumberland County, Pennsylvania.
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4. The allegedly incapacitated person, Alma B.
Senior, suffers from a condition of cerebral atrophY, which has
resulted in a state of dementia.
5. As a result of the aforesaid condition, the
allegedly incapacitated person is an adult whose ability to
receive and evaluate information effectively and communicate
decisions is impaired to such a significant extent that she is
totally unable to manage her financial resources and totally
unable to meet essential requirements for her physical health
and safety.
6. The aforesaid condition is apparentlY of an
indefinite and possiblY permanent nature, her prognosis being
guarded and the normal course of dementia of this nature being
progressive.
7. Based upon the aforesaid condition, the Court
finds that it is necessary to establish a plenary guardianship
with respect to the estate and person of Alma B. senior.
B. In view of the absence of a contrary prognosis at
this time, the duration of the guardianship required must be
said to be indefinite, pending further Order of court, and
possiblY permanent.
9. The guardianship to be established herein is
necessary notwithstanding any assistance which the allegedlY
incapacitated person may receive from her family members.
10. The Area Agency on Aging in and for cumberland
county is found to be an entity qualified under 20 Pa. C.S.
Section 5511(f) to serve as plenary guardian of Ms. senior's
person, and William G. Reese (W.G. Reese Financial Guardian
Services) is found to be a person qualified under 20 Pa. C.S.
section 5511(f) to serve as plenary guardian of Ms. senior's
estate, conditioned upon the latter's filing of a suitable bond.
11. The foregoing Findings of Fact are made on the
basis of clear and convincing evidence.
DISCUSSION
The provisions respecting an adjudication of
incompetency have been recently amended and are contained in 20
Pa. C.S. sections 5501 et seq. Petitioners have either fully
complied with these provisions or secured waivers with respect
to them from all interested parties and/or their counsel, and
based upon the foregoing Findings of Fact, the following Order
of Court will be entered.
ORDER OF COURT
AND NOW, this 22nd day of November, 1996, upon
consideration of the Petition for Appointment of Permanent
Plenary Guardian of the Person and Estate, and following a
hearing, Alma B. Senior is adjudicated an incapacitated person.
The Area Agency on Aging in and for cumberland County,
Pennsylvania, is appointed plenary guardian of the person of
Alma B. Senior. william G. Reese (W.G. Reese Financial Guardian
services), P.O. Box 351, Newport, Pennsylvania, is appointed
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IN THE MATTER OF THE PERSON
AND ESTATE OF:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
ALMA B. SENIOR, an alleged
incapacitated person
No. 21-96-890
AFFIDAVIT OF SERVICE
,
i
I, Susan J. otto, Esquire, being duly sworn according to
law do depose and say that, pursuant to Order of Court in the
above captioned matter dated November 22, 1996, I did provide
notice to Alma B. senior of her right to appeal and to petition
to modify or terminate the guardianships created by the
aforesaid order by personally serving a copy of the order on her
and reading same to her at the Chambersburg Hospital,
Chambersburg, Franklin County, Pennsylvania on Monday, November
25, 1996 at 12:30 p.m.
I
"
~j:""I"'J ~{(),t('7
Susan J. n~to, Esq.
Duncan &(otto, P.C.
1 Irvine Row
Carlisle, PA 17013
(717) 249-7780
Sworn to and subscribed before
me a notary pUblic this .:U,I-I..
day of November, 1996.
{).p f/ c /J1. -fe~.
Notary Public (seal)
IIOl'AF.IAL SEAL
VELO/, M. S"ASt:, Nn~'ry Publle
ShIPlX'o:b<JI:J [!~m, Cl':Th:~~..nd County, Po,
My C..m.T.I!:~'Cl' tXI)I~'J" ,""r11" l'M
_____ . . '" _~' tr,;'li:
CERTIFICATE OF SERVICE
The undersigned does hereby certify that a true and correct
copy of the foregoing affidavid was mailed this date by
depositing same in the possession of the United states Postal
Service by first class mail, postage prepaid, addressed to the
following:
Anthony D. DeLuca, Esquire
113 Front Street
P.O. Box 358
Boiling springs, PA 17007
Attorney for Office of the Aging
Robert E. Radebach, Esquire
105 N. Front Street
Harrisburg, PA 17101
Attorney for Elmer Senior
/1", v, .-'~_ (fJ//() -
~ Susan J. tto, Esq.
Duncan & otto, P.C.
1 Irvine Row
Carlisle, PA 17013
(717) 249-77'80
,.,
IN RE:
/'ILM/'I 13. SgNIOR
/'IN /'ILLgGED IN~/'IPI'I<'['r/'l'l'ED
PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO. 96.890 ORPHANS' COURT
IMPORTANT NOTICE
CITATION WITH NOTICE
A petition hes been filed with this Court to have you declared an Incapacitated Person. If the Court
finds you to be an Incapacitated Person, your rights will be affected, including our right to manage money
and property and to make decisions. A copy of the petition which has been filed by
/'Irea /'Igenr:y on /'Iq inq is attached.
You are hereby ordered to appear at a hearing to be held in Court Room No.5, Cumberlend
County Courthouse. Carlisle. Pennsylvania. on Der:ember. 12 , 19..2..!!..... at 1: 30 P.M. to
tell the Court why it should not find you to be an Incapacitated Person and appoint a Guardian to act on
your behalf.
To be an Incapacitated Person means that you are not able to receive and effectively
evaluate information and communicate decisions and that you are unable to manage your
money and/or other property, or to make necessary decisions about where you will live.
what medical care you will get, or how your money will be spent.
At the hearing, you have the right to appear, to be represented by an attorney. and
to request a jury trial. If you do not have an attorney, you have the right to request the
Court to appoint an attorney to represent you and to have the attorney's fees paid for you
if you cannot afford to pay them yourself. You also have the right to request that the Court
order that an independent evaluation be conducted as to your alleged incapacity.
If the Court decides that you are an Incapacitated Person, the Court may appoint a
Guardian for you. based on the nature of any condition or disability and your capacity to
.
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PENNSYLVANIA NATIONAL
MUTUAL CASUAL TV INSURANCE COMPANV
Hnrrishwu, PI!""sVlvuniil
POWER OF ATTORNEY
Know All Men hy Ihese PresenlS, That I'I';:-;:'\SYI.\' ,\:\1,\ :-;;\'1'111:'\ ,\1. ~ll'TI' ALl 'ASI' AI.TY I:\SI :UA:,\t .
(,01\II'A1':Y, a l'ol'l'orallon or I hI' I 'OlllnHtnll'l'all h or 1'1'lIn,v1l'an,,1. 1101" 1\I'I'I'h\ lIIal,l', I'UII,IIIIIII' anll al'l""
ALBERT W. RAMER AND BILLIE [" ,JONES. 01' NEWPolrr. PA (EACH)
ll~ lnll' and lawf\ll/\ttol'nt'~'lsl.in.Fll('t III mah.t" I':\(,('utl', :--1'01) :111(1 (1t,li\'t,!, fill' illlllllll It~ IH,half il~ ~1l1'1 ,.
liS its net anll ''''1,11:
ANY AND ALL BONDS AND UNDERTAKINGS PROVIDED 'rilE Al~01lN1' OF NO ONE BOND OR lINDERTAKI G
EXCEEDS TilE SUM OF ONE IlUNDRED THOUSAND DOLLARS ($100,000.00)--------------------- -
---------------------------------------------------------------------------------- -
ALL POWER AND AUTHORITY HEREBY CONFERRED SHALL IIEREBY EXPIRE AND TERMINATE WITHOUT
NOTICE AT MIDNIGHT OF THE 31ST DAY OF AUGUST 1998 AS RESPECTS EXECUTION SUBSEQUENT
TIIERETO. , I" I I I" I' I I III I" \" " I ('
and flw eXl'cutlOn 0 sue 1 UU\( l" 111 IJllI'SlIillll't' (J t \l':-;t' pl'l':-'Pl\ls s 1H U' a~ IIIH IIlg uplln sau 1I111pany s
fully and amply, to all intents and 11lIrJ"''''s, as ir IIll'Y hall hl'l'n lIuly I'Xl'l'utl,1I allll arknoll''''d~1'1I hy t I'
reh'ulnrly elertell oml'ers of the Company at its Oml'l' inllan'islnn'~, 1'I'1II1syll'ania, inllll'ir own propl'r pl'rsol
This appointment is made hy IInd under till' authorizat ion or a l'l'solution adol'tl'd hy thl' noard or Dirl'l't. s
of the Company on Ortoher 2.1. 197:1 at lIarrishlll'~. I'l'nns~'h'ania, II'hirh J"l.solution is shown ontlH' 1"1'\"'1 I'
side hereor and is now in rulllin'l'l' and elll'rl,
In Witness Whereof. PENNSYLV ANIA NATIONAL 1\IUTUAL CASUALTY INSUHMI/CE COl\lpANY h s
caused these pl'esents tn Ill' si~ned and its rnl'Plll'ate sl'altn hI' hel'eto arnxed 1lI'1 AUGUST 28. 1996.
pENNSYLV ANIA NATI01':AL 1\IUTUAI. CASUALTY INSUHANCE ('Ol\lpA,
{;'..;..//. ;<r;e:~
------ --_..- ,---..-. ---_.~-
I\elllll'th H, Shutts-SI'rl'l'ltll'y
By
Commonwealth or Pennsylvania, Cnunty or Dauphin, ss:
On AUGUST 28, 1996 . hefnl'e me appearl'd KENNETH R. SHUTT50 me persnnally knnll'
who Iwin~ hy me duly swnrn. did say that he resides in the Cnmmonwealth nr I'ennsyh'ania, thaI Ill'
SECRETARY nfPENNSYLV ANIA NATIONAL 1\IUTUAL CASUALTY INSUHANCE COl\lpAi':
that he is the individual descrihed in and who exeruted till' precedin~ instrument, and that till' S(,td alTIx
on said instrument is the corporllte seal of said Company.lInd that said instrument was si~Ill'd and sl'al
on behalf of said Compllny by authol'ity and dirertion or said Company. and the said nllirl'r arknnll'll'd~
said instrument tn he the frel' act and deed or said Cnmpany, "" '
c: "'~_'v::~l\,\. },. ~.~~.(t\\..:_~~~~~ ~:_
Carnlyn L. Bllwman-Notar~' Puhlil"
NOIll..tSf:t1
C.'o'Vn 1.. 90..m.1" "ow" Public
1'4.l"'IU',I'Il. Oaupl'".t:e~"l'w
fJtCtlm..'nc..etDt.l'~'..J';"'2l: 111~"
Cllmmonll'ealth of Penasyll'ania, Cnunty nf Dauphin, ss:
........1H'f. Ptn"'Jtnll~ 'WIIl';Ofll.III~Ul""
I. .Iames V, Folmer. Sel'reltll'\', Suret\" nftlll' I'Ei'::\SY!.\'Ai':IA NATIOi'\AL ~\LlTl'AL ('ASUA!.TY I.
SUHANCE COl\lpA1':Y, al',;rp"l'llti"il nr tlH' Cllmmnnll'l'alth nr I'I'nns~''''ania, do 1ll'I"l'hy 1'1'1'lil\ Ihat II
IIhll\'l' and lin'e~llin~ is atrue and rlllTI'l'lrllpy nr a Pnll'l'r Ill' Attnl'lll'Y, I'xI'rutl'd hy 1111' said Compan)', 1I'11Il
is still in full rlll'l'l' and "rrer\.
m~' hand and arnx"d till' sl'al or salll ('lImp~I~\' IIn 'j-'
, /
~ ' ' Cc LL" F ." ,- 1'_
.
In Witness Whereof. I Ill"'" 1ll'I"I'untll Sl't
November 27, 1996
Sl'l'l'l'tar~' . SUI't'
!MI'OlllAUT NOIICl Jt"., 11(lld.', "",..Ilu' III (Jm' ,,1;.1 11 ,\ ", n<llll! II 1111-. ,.. !>1l1 ,I' ,..,,1,,"" lll', 1,,1<",,"""'- lI'. .,\ .", , L
,\, ..,,', ',i,ill.
I II'''' lH 1'10 111o'~ .\ 'll,
HESO('u'l'ION
IIll1lJlted hy tIll' BlIard of lJirel'tlll's of
Pennsylvania Nalionall\lntual Casualty Insul'anCl! ComJlany
on (lctoher 2,\, \!I7:l
HESOLVl':O, lInltll) the President. an~' Vice President, the Secretnry, or
IIny Department Secretary shallllll\'e p"wer to appoint, IInd to revoke the
appointnll'nts of. Allorneys.in,Jo'lIct OI'agents with powel'and authority liS
defined III' limited in their respective powers of IIttorney, IInd to execute
on behalf of the Company. and allix the Compuny's seal thereto, bonds,
undertakings. recognizunces. contracts or indemnity and other wl'illen
obligations in the natme thereof or related therelo; and (21 any of such Of.
ficers of the Company may uppointand revoke the appointments of joint.
control custodians,ageats 1'01' acceptance ol'process, aad AUorneys.in.Fact
with authority to execute waivers and consents on behalfofthe Company;
and (3) the signature of any such alTIceI' or of any Assistant Secretary or
Department Assistant Secretary and the Company sealll1ay be alTIxed by
facsimile to any power of allorney or certificntion given for the execution
clany bond, undertaking. recognizance. contmet or indemnity or other writ.
ten obligation in the nature thereol' 01' related thel'eto, such signature and
seal when so used whether heretofbre III' hereafler. lwing hereby adopted
by the Company as the original signature of such alTIceI' and the original
sell I of the Company, to be valid and binding upon the Company with the
slime force IInd "fleet as though manually alTIxed,
,
,
I,COURI 2 VOUCHER
o QlsttlCt JusliCO '~ommon Ploas 0 Appollato o Olho, NO 2280
3 FOR 10 J, C p, APPELLA TEl 4, r,ICIIY/,SIAIEI .-, 5, BUDGET CODE
c., ~, t\{ " ~) l.. \C"\-. 1'\1. 1;),J,.. /.ll I . (',,'j,
6 IN IIIE CASE OF /, CHARGE/OFFENSE IPURDON CITATlONI 8, 0 PETTY OFFENSE
'AIOIO !j, 5,.",.,< II o FELONV 0 MISDEMEANOR
9 PROCEEDINGS tOoscllbe br.,lIy) , I, PERSON REPRESENTED ' 2, CIVIL DOCKET NO
I 0 o.'IIldIIlI'Adl.lll o'-P"........,o C-t- ,
,{\((lp(l(','Lt..:-\", C'l." \--.....(~\ I V1~ ' 0 O"elld.nt,Juyen,11 ';;).1- 1(,- 'iJ9o
3 a Appell."1 13, CRIMINAL DOCKET NO
. 0 'ppen..
, ::J H..b... Pellllo"e'
. 0 1.l"If..IW.I"tI'
, n p",or.. CIl,'gld W,ll, y,ol.ho"
10 PERSON REPRESENTED (Full Namel IS 0 PloDlhOIl,' C"IIQed W.ll'l V,ol.hon 14, APPEALS DOCKET NO
.-l) \ VY'I 0... -.-:> SCs':'O\ 9 J4- o~~.r ~~~(~
b, I V'\ rC\ r. ...'...";J..O.~
"POIO"I~~ '6 NAME OF ATTORNEV/PAVEE AND
MAILING ADDRESS
5-'-1.../l c.o-........ :s 01.*0
:\, WPC~kL~ hl,,;- '::SC V...............Ce.\-'V'"l..., () t::"tT-.>
\ :1:,\,"". "'~- (!..t..tU
NAME OF COMMON PLEA JUDGE ASSIGNED TO CASE ~o.( l~.~ \...~ 7<1"" ',0\3
,
, /, TELEPHONE No. 1e~~~I"LSECURI"f040 QAllPlNO
7/7 -;),/l/'77:!sL' ,), -/6'lt.'7{T7
CLAIM FOR SERVICES OR EXPENSES
'9, SERVICE Hours DATES AMOUNTS CLAIMED
a, "nllgnmenl Indlot PI.. Mulllpty tI'l per hour IimU lolal
b Preliminary H.arlng hours 10 obtlin "'In Court. com'
penllllon, Enlar 10111 b.low
e. Motions and RequlS's
Ie c1 ea.1 Heatings
::> .. S,ntlnce Hutlngt
0
U I.T'III
~
g. R....oc.lion Hllrlngs
h. Juvenll.l1l1rlnos
l Appeal' Court 19A. TOTAL IN COURT COMP,
~ Olh,r tSPKlfy on IddlUonl1 Ihlllsl '1 "'f"', . 111~;l jql. 'iJD,OO
.jO .S~. ...0
TOTAL HOURS. X Sl<I PER HOUR
20, .. In'ervlews and conterenclS '0 '" (.;, Multiply rl'e Plr hour Ilmulolal
b. Obi lIning Ind f''I'I"",no recordl houri. Enler tolal "'Oul 01 Court"'
"'0- compenuUon below.
00: c. l&QII research Ind bflet wrlllng
0-::>
::>0 d. InveslIglllve and omet work (Specify on addlDoNl sheets) 2DA. TOTAL OUT OF COURT
OU COMP,
TOTAL HOURS- 10 ""(:~ X $<(I PER HOUR -$ '/00,00
21- ITEMIZATION OF REIMBURSABLE EXPENSES AMT. PER ITEM
...,Moano S.2S--;;;;r mila , C/n ...... ~/1
0: ( -\- \ ..... \ ~" t\..., , .. G"-r.r"\
w
l: . , 2,A. TOTAL ITEMIZED EXP,
0-
0
-$ ;];), 50
22. CERIIFICATlON OF ATTORNEV/PAVEE 23, GRAND TOTAL CLAIMED
Has compdnsallon and/or tllimbur18mllnl fOf' wort!. In Ihls caat prevloulty been IPplllJd for? o YES ~O -$ 50;;1,<::;0
II yes.wereyouPlld1 o YES o NO If yes, bywham were you paid? Howmuch7 24, DEDUCT. PRIOR PYMTS,
Has lhe pefson ..presenled paid any money 10 you. or 10 your know~e Inyone Ill!!e, In connecllon with the matter for
whICh you were apPolnled 10 provide tIIPres.n~on7 0 YES ~~s. gi...e delllls on IdditlOnl~h.el' -$
1 SWI.U Of alll,m Ihe truth or toneclnes! --( J/' ,""I '7/7 l' ~ 25. NET AMOUNT CLAIMED
ollhO ~bo...e slatements ./ SlQnalu''Vf>A"om.Y/PI~.. I . Dale -$
26"1'f'''H~I:'\ ""-. ~ !~~OJ(,A I"m 2T, AMT, APPROVED
'"" SoQ".lur.ol .D"., Va, 12 -$ .s'Cl,,<;;
,'."..,,.., JuGQ. l)
v _\..), !L
AUTHORITY TO PAY COURT APPOINTED COUNSEL
DEe 11199~,.plJ\tY
Copy 1 . Mati to Court AdmlnlstratDI at completioR 01 service
co ~~
'0 ~
.!!! 0\ "
,:\t:,; c::: 0
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1.:>~ <=I fCJ
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QUI ~E
Oil) ~
<lie: ~8
e:
. ,
IN THE MATTER OF THE PERSON
AND ESTATE OF ALMA B, SENIOR,
an incapacitated person
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO, 21-96-890
RULE TO SHOW CAUSE WHY ELMER SENIOR
SHOULD NOT SURRENDER CONTROL OF ASSETS BELONGING TO
ALMA B, SENIOR TQ THE COURT APPOINTED PERMANENT PLENARY GUARDIAN
AND NOW, COMES the undersigned, WILLIAM R, BUNT, ESQUIRE, Attorney for
Petitioner, who respectfully represents as follows:
1, That Petitioner is William G, Reese of W.G, Reese Financial Guardian Services,
located in Newport, Perry County, Pennsylvania,
2, That the said William G, Reese (W,G. Reese Financial Guardian Services) was
appointed permanent plenary guardian of the Estate of Alma B, Senior by Order of Court dated
November 22, 1996, A copy of said Order is marl<ed "Exhibit A", attached hereto and incorporated
herein by reference thereto,
3, That Elmer Senior is the husband of the said Alma B, Senior, an incapacitated
adult.
4, That the said Elmer Senior and Alma B, Senior, his wife, hold property and
resources jointly,
5, That the Cumberland County Office of Public Assistance determined that the said
Alma B, Senior's share of said jointly held resources was Fifty-five Thousand, Seventy-Four
LAW OffiCE OF
WILLIAM R. BUNI
($55,074,00) Dollars as of March 20, 1997, A copy of the "Result of Resource Assessment"
WILLIAM R, BUNI
CHRYSIAL L. PROSSER
AIIORNEYS AI LAW
prepared by the Cumberland County Assistance Office is marl<ed Exhibit B, attached hereto and
incorporated herein by reference thereto,
109 S Carlislo Slroot
Now BlOOmfiold. Po
17068
6, That the said Elmer Senior and Alma B, Senior jointly hold a Certificate of Deposit
101 (117) 562.8195
fAX (117) 562,1521
at the First National Bank of Newport, account number 2205505160, in the amount of Eighty
Thousand ($80,000,00) Dollars as well as other assets which the Cumberland County Assistance
Office valued at Thirty Thousand, One Hundred and Forty-eight ($30,148,00) Dollars,
7, That since the entry of the March 20, 1997 Order of Court, said Certificate of
Deposit has continued to produce income in the form of interest payments,
8, That the said William G, Reese, in his capacity as permanent plenary guardian of
the Estate of Alma B, Senior, has requested the said Elmer Senior to surrender one-half of his
spouse's portion of said jointly held property together with one-half of the interest eamed thereon
since the time of said Guardian's appointment.
9, That the said Elmer Senior has failed to surrender one half of the principal value
of the Certificate of Deposit or one-half of the remaining jointly held assets to William G, Reese,
permanent plenary guardian of the Estate of Alma B, Senior,
10, That the said Elmer Senior has failed to surrender any portion of said interest
payments for the care and maintenance of Alma B, Senior to William G, Reese, permanent
plenary guardian of the Estate of Alma B, Senior,
WHEREFORE, Petitioner prays Your Honorable Court to enter a Rule upon Elmer Senior
to show cause, if any he has, why Elmer Senior, husband to Alma B, Senior, an incapacitated
person, should not be required to surrender the amount of Fifty.five Thousand, Seventy-four
($55,074,00) Dollars plus interest and costs to William G, Reese, permanent plenary guardian for
Alma B, Senior, an incapacitated person in accordance with the Order of Court dated March 20,
1997,
LAW OFFICE OF
WILLIAM R, BUNT
Respectfully submitted,
!r
William R. Bunt, Esquire
Attorney for Petitioner
WILLIAM R, BUNT
CHRYSTAL L PROSSER
ATTORNEVS AT LA\'i
1095. COlli!Jo Stroot
Now BloOmliold. Po
17068
Tel. (717) 582,8195
FAX (717) 582,7521
,
J,
. '
VERIFICATION
I hereby verify that the information set forth in the foregoing is true and correct to
the best of my knowledge, information and belief, I understand that any false statements
contained herein are subject to the penalties of 18 Pa, C,S, 4904, relating to unsworn
falsification to aulhorities.
Dated:
--
-Llj ;)&
'~f _~ !L ',-,
William G. Reese
\
c ,
:
t .....1.
IH7
\' " -('" (. ~
lAW OFFICE OF
WilLIAM R, BUNT
WilLIAM R, BUNT
CHRYSTAL L PROSSER
ATTORNEYS AT lAW
109 S. Carlisle Street
New Bk>omfleld. Po,
17068
Tel. (717) 582-819S
FAA (717) 582.7521
IN TilE MATTER OF 'l'IIE PERSOll
AND ESTATE OF:
IN 'l'IIE COUR'l' OF COMMON PLEAS OF
CUMBERLAND COUll'l"{, PENNSYLVANIA
ORPIIANS' COUR'l' DIVISION
ALMA B. SENIOR, an alleged
incapacitated person
No. 21-96-890
ORDER OF COURT
AND NOW, this 22nd day of November, 1996, upon
consideration of the Petition for Appointment of Permanent
Plenary Guardian of the Person and Estate, and following a
hearing, Alma B. Senior is adjudicated an incapacitated person.
The Area Agency on Aging in and for Cumberland county,
Pennsylvania, is appointed plenary guardian of the person of
Alma B. Senior. william G. Reese (W.G. Reese Financial Guardian
services), P.,O. Box 351, Newport, Pennsylvania, is appointed
plenary guardian of the estate of Alma D. Senior, conditioned
upon his filing bond as security for the proper performance of
his duties in the amount of $50,000.00. The guardians are
directed to file reports in accordance with the provisions of 20
Pa. C.S. section 5521(c). No bond shall be required of the Area
Agency on Aging.
Notice is hereby provided to Alma B. senior
through her court-Appointed counsel, Susan J. otto, Esquire, and
through service of this order of her right to appeal, and to
petition to modify or terminate the guardianships created
herein.
EXHIBIT A
......' ".1' ...... t ~ M'" Wr I LII".. I .. . ..,. .'
OEPARTMENT OF PUBLIC WELFARE
CUMBERLAND COUNTY ASSISTANCE OFFICE
33 Westminster Drive
P.O. Box 599
Carlisle, Pennsylvania 17013-0599
t\ 1 (1"IY\).
Tur'HONE NUMBER
",OO-ZII-OUJ
17U) 340.2700
, .
Dear yY\ALl J.R. ,\'L.l:. '
RE3ULT3 OF RE~u~RCE A3SE3SMENT
Dnte }Yl.i\ t/1, c:).(j , {en 7
The Departm nt completed the Resource Assessment
received on C Based on the information you
provided. the t tal value of the countable resources owned by you and your
r.PRuse as of the date of your admission to the nursing facility
is~f/li, 14x,e~ . A copy of the Resource Assessment Form is enclosed.
The purpose of the assessment was to determine what portion of the
total resources owned by you and your spouse may be protected for the spouse
at home. This portion is called tbe "protected spousal share" and is not
considered available to pay for nursing facility care. This protected
spousal share is generally one-half of your joint resources, up to a
maximum, set by federal law (currently 879,020) and not less than a minimum
(curr ntiy 815,804.) Based on that formula. your protected spousal share is
t {) (; 7 trLi
.." ,
Except as describp.d below, you should apply for Medical Assistance when
the total countable resources of you and your spouse are reduced to an
amount approximately equal to the protected spousal share (above) plus
82,400.
In some cases, more resources may be protected for the spouse at home.
In order to be able to protect more resources, you must apply for Medicaid
sooner and request a hearing. Information describing when you are permitted
to protect more resources for your spouse at home was included in Part 3 of
the Admissions Notice Packet you received from the nursing facility when YOII
were admitted. You should refer to this information if the income of the
spouse at home is Less than 81976 per month. If you need another copy of
Part 3. contact the admissions office of your nursing facility.
It is important for YOII to calculate the monthly income allowance and
actual monthly income needs of the spouse at home in order to appropriately
protect resources and provide income to your spouse at home as permitted by
federal law. The enclosed worksheet will help you in making this
determmation.
Once you have applied for Medicaid benefits, either you or your spouse
may reguest a fair he~ring if you are dissatisfied with the Department's
determination of the community spouse's share of resources or monthly income
allowance. or to establish that your spouse shollld receive a higher income
or resource allowance.
If you have any questions about this letter, you may contact me by
telephone at ,":)\(j) ~,..}, 71/~' or hy writing to the address above.
I - hJl'- )(;.c( - C. / 7 j
C e ' { Y"l'U- /
~ tv' /{ !c-e..!.c~
" { C IJ f-I .,
('I?
/1...-
Sincerely,
~i.
')
La,; rl7J(. L <-
EXHIBIT B
To determine yonr actual monthly income. nse the follol/in'l procednre:
Monthlv Income of llllonse at Home
.'
(lJ) Social Secnrity
(1J)
(14) Pension
(1~) Other
(14)
(1~)
(16) Interest or Dividends from protected share of resources
(tram the "Results of Resource Assessment") (16)
(17) TOTAL MONTHLY INCOME
(17)
.Actual rate of return or
whichever is larger. Example:
you have yonr standard spousal
3.5\. the Department of Public
interer,r ,
reasonable rate of return on a 1 year C.D..
if a l-year C.D. currently earns 5\/yr. and
share of resources invested at a rate of only
Welfare will use 5\ as the rate of return or
If the total on line 17 (your income) is less than the total on line 12
(your monthly income allowance) you are permitted to have more monthly
income.
For Exampl~. if yonr protected monthly income level (line 12) is:
and yonr total monthly income (line 17) is:
51.976
-51.20(1
5 776
you may seek additional income of:
If you I/ant to protect additional resources for the purpose of
producing this income. your spouse should apply for Medicaid now and request
a hearing to establish that you need a greater share of the resources in
order to brin'l your income up to the protected level.
In the alternative, your spouse in the
some of his or her income each month. Your
for Medicaid or have a hearing to do this.
total of your combined incomes is enouQh to
allowance.
nursing facility can give you
spouse does not have to apply
You should make sure that the
provide the monthly income
If you and your spouse choose to supplement your income throu'lh a
monthly income contribution from your spouse in the nursing facility instead
of protecting a gr~ater share of your resources. then your spouse does not
have to apply for Medicaid until the total resources are reduced to
approximately your protected share (indicated on the Results of Resource
Assessment) plUS 52.400.
REMINDER: The 'llaximnm prot.ected amounts for both resources and income
for the spouse at home are revised annually.
Ir___
""" RESOURCE ASSESSMENT COMPUTATION SHEET I
'IPAGE ONE OF TWO I
".... to,
. "
.,'.'
1~'<0i
\.""t"?
CODE
01
; ..~. ",t':
.: "~
02
:.::~~~
,;/:r-
03
';;~K
';P17
.;::::lU~
Completed By,
Ins/Nut/onaDzad Spousa,
Count)
.b8t~ of Admission,
TYPE
Cash on Hand
SaVIni s Account
Savin s Account
Savin s Account
Checkin~ Account
Checkino Account
Checklno Account
Checklno Account
~ ' Cf.-.lV)!lIJJ.l
((AM "jC~~I'
Ct vvtbt- \/.; ,
/11,)1(110
Area'1' t UJIJ'~~~;.,;:~ /1)'/ f - 31'/1
.' ,
Countabla
Amount
S
Venfled?
Yes No
LOCATION OF RESOURCE. COMMENTS
s
s
s
1-11 IJ'NlI.:lI IJI....'PorTIJ..,.\..l.U ~J"),l.OI
fit7~'" - ntH Pv",JI. tJ- ..,'I'" , Y 711
" '" I ~ /".vlr -f.1I1l/~",,^ II \ /J. :h/GA'1
-lri\{'"" 7-'fIll r'1"",^-u- <7, I,P'1 -l/YIJY
--=:~f
sur v
si'~i~ L...'
s ,I L.....
S <...11,) HI. .....
S
S
04 ChrlltmasNacallon Clu
F~7~r~ ChristmBslVscstlon Club
.: \{rrtt.
05 Stocksl8onds
":S:r StocksIBonds
'~~;ii ~:~~~~~:
/:~+t Stocks/Bonds
06
{;;~~'?!
;'<:T<fi
. ;;, .'~.
07
.~.,~~
'::')>i:
08
",,.oJ:
1':';"""
09
89:~
'1~~j
Trust Fund
Trust Fund
Burial Reserve
Burial Reserve
Burial Plots
Burial Plots
Ufe Insurance
Ufe Insuranca
Ute Insurance
Ufe Insurance
Ufe Insurance
s
s
s
s
s
s
s
I
I
I
I
1
:
,./
,
-1
,
I
I
I
-L.....
-"rrevocable? YES NO S
I Irrevocable? YES NO S
-;-,
IIf-VflV-.f'rv,A/.A ,A.,;
I ExemDt? YES NO S
I Exemot? YES NO S
.
FeceS Ilj]j[ 'v
Face S
Face S
Fece S
Face S
10 Non-Resldent ProDertv
';;~~11>.:~
11 Motor Vehicle "
\i,';'i:g Motor Vehicle
i~;:1
I Exem"t?
I ExemDt?
Cesh S.J.Jl3V, S If
Cash S S
Cash S S
Cash S S
Cash S S
S
/ -,.::;
YESI.'NO S U
YES NO S
Cerl of DeDosit
Cerl of Deoosit
Cerl of Deoosit
Cerl of DeDosl!
Cerl of Deoosit
Cerl of Deooslt
':<:' ' ", ",
'...,,::";.;.."i'('l. ,,'.' , '"
";)\';!,J/' ',' .
";"}'}j ""'.':--:' ':,1
" '... "
12
.,:~%\
13
~4I~~~
~};(.4!1;
;(;,'y.p-:;t;"
;~,{..~~~,
..~sf;~:r
other Vehicle s
other Vehicle s
other Vehicle s
.
'100 ,!lr.; .HV
,.111\'(/\ (7'(/\,./ - ! >, Ml.l1 ^'/l,>'!'rf-"-dr)O'l1 (J)/vO
-,
..J.ffi ..
~VL'U L./
",c, ,',', , ,'.'.<:.,'" .r-"",~ ",,::-,',,:":' '
....:,: :., .,'i;'" .. ,. ,,;. ;...~
SUB TOTAL. VERIFIED COUNTABLE RESOURCES -> Ts /Tv. I '/ l-
^/r '" ~", ".........
---"
"--.~---~..JlI.
_ 4"'(~_
"'..
i
I
i
I
I
i
i
I
I
I
I
I
I
I
<'I'
ReE ASSESSMENT COMPUTATION SHEET (contlnued\
I
I PAGE lWO OF lWO
t ..-'
f!""
00 TYPE
~ultleS
!~"" f Annuities
;:.,f'Xl Annuities
;l:;T;~~
OCATION OF RESOURCE. COMMENTS
Countable
Amount
Venfled?
Yes No
..:"
15
.:,>.-.t"~:l
'~>',1~
, :,)~:1;~(i
ji:(:;~,
.-. :~'.:::~:~~~
:'1
: .,)~~'.~.
Savin 8 Bonds
Savin 8 Bonds
SavinI s Bonds
SavinI s Bonds
Savini a Banda
Savin s Bonds
Mutual Funds
Mutual Funds
" Mutual Funds
Mutual Funds
16
"~'Y:
, ..
, ,',:':,:.
'...::
17
Sole Proorletorshlo
Joint Pannershlo
~':.,,~~'m
:'; :":~~J~
;'.';,
..0 "'
18 Ule Interest
:"...~~~
;)~B:
19
Other
Other
other
Other
,,,~:.'''''-
'.5\~~]
,;.Ati;
, A;{ $h.t1~ ~.j'~lfi):'~' ',t,: -::t~,~?jl ',~'J: \, /,,,;: '^~~" :""y ~,~ ".- :' . .," ~.':~:,:':::.:::"r;.:/ .:.:;.' :...,.:,,: ',~,:~:,~i,.".~~,~":~~,~,,,,~\,::,,'(',.~,~,"r,:~~.f..-t:,',;:!t".;.::':,'::,f~"~,t,~,'.i,~k,J~;;:,:.',:~:~2,':_'.,',.~',,~~,:~',~~,:.:!,:;:;=:',:~,}.~,,~~1~>':~:,:.-l~<~,,'~r,:ljl:~:,,~,\,:,;,:,.:;
" ;~:;:m:::::: .:.-::~t;,~ S'~,;:;';' '%~:t4, ~" ,;~,~",t~">, y~..., ,.:,...' ,;, ,.,,::,:.... ,. ..' , ,..,"-.....:~ ~".~"""'~ ,d. ..'-,~' ~". . ....
}3~\: :"Y''1l,.\;(0:}i'E~;{ J;?\~.\\ SUB-TOTAL. VERIFIED COUNTABLE RESOURCES '''''ne two\-:> I S U
I ~;~'I<,l ~;;:~~Fi~~~~~~~:;.ji~P~'~~:,
:~~~, I;:~}!~,jl~~ .>t,~~;~~t~~ :J~~;~:.<~;~'i'> ,:,~:.<~#;~;,;::':' ;;;~~;:~~~;~~~B~;:~t::~~~;f's=,:::n'!f:';:~~;M~:Z ,:~M~~>o'~,
.:</l~';~~~~;#1" ttf, {''S~w~' ~ .~,
,'. :;:.(....,!;'If.ti~... .~, ~", ,> t~* <',~',: ,:::^'::':'~';""':':~'''':f:''~':':~:::''' ,.~," -", ,.... "",r< '< <N .,~ "m~!'<1.~"f""'!t:l!'h"'lt$:m <~I." ,'dJ..~",.q.-'.'!:!"'~~"''I<''''''.'~.J:;:-''i',' ,~ s
..~~::;:~'::/'~.f ;ik,~7;:,ft./\.~;f;?[l~;:tf.:"...,~t-.!i/::.:::-":"~",'~":x;'::::,,'"- ~ (." ' ',. ,,', 'Mo. : ',i t t':;~l':..~'" ~ '< :~:' ~~~n;<" I ;~;:.~;rrt:~/"":lP:'A'''~ :;.c%~i"(~t;:~, ~ "
. . ,.".~.~. ' ,. ,-~>.'::~>,::;::;".".~.,::,~.,..;..~,.,.<,.,.:":.t:,Z~,."",,,p<"\~.';.s.,;"".,.<<:..,,<>.,,,, ',,. ~ 'd,. >'" ">;';) .. ~ ~,. ~<,~:l'k.<.,..'" t{n~~"".$:~~~ J.t ",~xgs ::-;:~~ :l'~~.J':~<<N;' ',< "i"i'" ~
. / NotIn-" S I:~::"';~":"~';"''''~':'~''::'' "",: ."'::;v'~<'...."," ,I, ...."n-::t'i~.....:t;_",,::-.rr.r~:j~?j.~ ",J.H;f,,~~..,," V;'~~y'~1, ...::::<~>~.,..~,,;'
v _::~~;~\~~"'"".''y~,;~f~~f~,~{.,:,r,J:f,r,',J~;~,':':0:~;;.F,~~,;k,t~:,{~",'..t ~^ ~~~:~~"".'~\j''''''''~:<<:~'~':;/p?: ,."i,,, '""\l:i,',:{'
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COMMISSIONERS
NANCY A, UESCH
CIlAlltMAtj
Hurnon Sorvlcos BlJIllJing
Hi Wost High Street
Carlisle. PA 17013.2922
(717) 240.6110
Fox (717) 240.6118
T EIlllY L IIAIlLEY
11IlilClOH
EARL R KELLEFl
VlCt.CIIA1f(MAf~
MARCIA L. MYERS
SI:CHtlAUY
ANNUAL GUARDIANSHIP REPORT
FOR ALMA SENIOR
January 28, 1998
Report from Guardian of Person:
Cumberland County Office of Aging
Janet E. Paull, Aging Care Manager II
On November 27. 1996. Guardianship of Person for Alma B Senior was granted
to the Cumberland County Office of Aging by Judge J. Wesley Oler. At the time of
appointment. client was a patient at the Polyclinic Hospital's Psychiatric Unit. Client
was diagnosed with major depressive disorder and early dementia, As a result she had
no insight. no judgement, and had impaired cognitive function, Client was discharged
to home and later taken to Chambersburg Hospital. She was declared to be a safe
admission and was then admitted to Cumberland County Nursing Home.
Ms. Senior's medical problems at time of admission included gastro-esophageal
reflux disease and cervical spondylosis, Since that time she was diagnosed with
hypertension in April 1997.
Client continues to demonstrate confusion as to person, place, and time. Client
is uncooperative with physical therapy attempts, Because of her unsteady ambulation
client has fallen occasionally but has suffered no injuries, Client becomes agitated and
verbally abusive to staff and other residents,
During the past year client was visited by care management staff. In addition to
visiting the client, the care manager's reviewed the medical chart, discussed client's
condition with nursing staff and attended a care plan meeting.
It is the request of Cumberland County Office of Aging that the Agency retain
Guardianship of Person for Alma Senior. The Claremont Nursing and Rehabilitation
Center has demonstrated an adequate quality of care for client by managing her daily
needs and continuously monitoring her physical problems, We believe. therefore, that
Mrs. Senior should continue to reside in the Claremont Center.
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IN THE MA'lvnm OF Tim Plm~ON
AND E~TATE OF AL.l\1A n. :-iENIOR,
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LAW OFfiCE Of
WilliAM R, BUNT
WILLIAM R. BUNT
CHRYSTAL L PROSSER
ATTORNEYS Al LAW
lQQ 5 Corlislo Stroot
N~w Bloomfield. Po
17068
TOI (717) 582.8195
FAX (717) 582,7521
IN THE MATTER OF THE PERSON
AND ESTATE OF
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHAN'S COURT DIVISION
No, 21-96.890
ALMA B, SENIOR, an alleged
incapacitated person
PE~IT~O~ ~O~ TH~ Y~~~~TAH~Y E~~~~~~ OF THE GUARDIAN OF THE PERSON
N~ ~DIA~AO~PERSO~'AND OJ: T NO APPOINTMENT OF SUBSTITUTE
U HE ESTATE OF ALMA B. SENIOR. AN
ADJUDICATED INCAPACITATED PERSON
AND NOW comes William G, Reese, by his attorney William R. Bunt, Esquire and the
Cumberland County Area Agency on Aging, by Janet Paull. and Carolyn E. Bailey, pro se,
who respectfully represent as follows:
1. That Alma B. Senior was adjudicated by Your Honorable Court under date of
November 22, 1996, to be an incapacitated person, A copy of the Court's Order dated
November 22, 1996 is attached hereto, incorporated herein by reference thereto and marked
as Petitioners' Exhibit 1.
2, That Petitioner William G, Reese was appointed plenary Guardian of the Estate
of the said Alma B, Senior pursuant to the aforesaid Order of Court,
3. That the Area Agency on Aging in and for Cumberland County. Pennsylvania, was
appointed plenary Guardian of the Person of the said Alma B, Senior pursuant to the
aforesaid Order of Court,
4, That Petitioner Carolyn E. Bailey is the daughter and only child of the said Alma
B, Senior.
5. That since the Court's Order of November 22, 1996, the said Guardians of the
Person and of the Estate have acted in their said respective capacities.
6. That the said Guardian of the Estate has liquidated certain assets and expended
funds on behalf of the said Alma B. Senior. An informal accounting provided by the said
Guardian of the Estate is attached hereto, incorporated herein by reference thereto and
marked as Petitioner's Exhibit 2.
7. That the balance of the funds in said account as of September 1, 199B was
$1,649.47, Said sum represents the total assets known to exist by said Guardian of the
Estate belonging to the said Alma B, Senior,
8. That as a result of the limited assets of the said Alma B. Senior, it is not practical
for the said William G, Reese to continue to serve on a fee basis as the Guardian of said
Estate.
LAW OFFICE OF
WILLIAM R, BUNT
WIlliAM R, BUNT
CHRYSIALl. PROSSER
ATTORNEYS AT lAW
109 S. Carlislo Slrool
New Bloomfiold. Po
17068
Tel, (717) 582,8195
FAX (717) 582,7521
9. That the said Carolyn E, Bailey, daughter of the said Alma B. Senior, desires to
relocate the said Alma B, Senior to a nursing home located in the area of the residence of
the said Carolyn E, Bailey in Iowa.
10, That as a result thereof, it would no longer be practical for either the Guardian
of the Estate or the Guardian of the Person to continue to serve In their respective capacities,
11, That the said daughter of Alma B. Senior, Carolyn E, Bailey desires to be
appointed as Guardian of the Estate and of the Person of the said Alma B. Senior.
12, That in lieu of a formal Court accounting, the said William G, Reese has provided
an informal accounting of his handling of the funds and assets of the said Alma B. Senior to
the said Carolyn E. Bailey,
13. That the said Carolyn E, Bailey by signing the within Petition does hereby consent
to the Court releasing the said William G. Reese as Guardian of the Estate of the said Alma
B. Senior without the necessity of a more formal filing of an account.
14. That upon the said William G. Reese being removed as Guardian of the Estate
of the said Alma B. Senior, the Court is requested to release the bond of the said Guardian
of the Estate,
15, That attached hereto is the Consent of the said Carolyn E. Bailey to her
appointment as both the Guardian of the Estate and of the Person of the said Alma B.
Senior, an adjudicated incapacitated person,
16. That Susan J, Otto, Esquire, court appointed counsel for Alma B. Senior, was
contacted by counsel for your Petitioner and indicated that she is in agreement that the
prayer of said Petition be granted by your Honorable Court.
WHEREFORE. your Petitioners pray your Honorable Court to Order that the said
William G. Reese is removed as Guardian of the Estate of the adjudicated incapacitated
person, Alma B. Senior; that the Area Agency on Aging of Cumberland County. Pennsylvania
is removed as Guardian of the Person of the adjudicated incapacitated person, Alma B.
Senior; and that Carolyn E. Bailey is appointed plenary Guardian of the Estate and of the
Person of the said Alma B, Senior, an adjudicated incapacitated person,
Respectfully sub
~Ab
William R. Bunt. Esquire
109 S. Carlisle Street
P,O, Box 336
New Bloomfield, Pennsylvania 17068
(717) 582-8195
Supreme Court 10 # 21529
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