HomeMy WebLinkAbout97-00744
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5.
Alice M. Barber exhibits symptoms of mental incapacity,
including but not limited to delusional disorder, dementia, absent-
mindedness, and eccentricity.
6.
Alice M. Barber's mental incapacity prevents her from managing
and caring for the affairs of her person and estate.
7.
Alice M. Barber's condition has deteriorated in that:
A. Her appearance and hygiene are extremely poor;
B. She is unkempt and disheveled;
C. She arrears disoriented and confused; and
D. She is unable to manage her financial affairs.
8.
On or about August 12, 1997, a Protective Service worker for
AAA visited the residence of Alice M. Barber and made the following
observations:
A. Trailer door was broken;
B. Urine and fecal odors were overwhelming;
C. Alice M. Barber was extremely thin and her dress was
soiled due to incontinence;
D. Floors, furniture, counters and inside of zefrigerator
were filthy;
E. Drinking glasses and plates were encrusted with dried
food;
F. Bathroom sink and toilet were filthy;
G. Bathtub had junk piled up approximately three feet high;
and
H. Bedroom was so cluttered that Alice M. Barber could not
sleep there.
9.
Further investigation by the petitioner has revealed that:
A. Her condition has severely declined over the last few
months;
B. She can barely walk to the mail box;
C. She has become increasinglY confused and asks what day of
the week it is each day;
D. Check book stubs were not filled in and dates were out of
order; and
E. An ambulance has had to be called on two to three
occasions this year when she was found on the floor
unconscious.
10.
on or about August 21, 1997, she was admitted to carlisle
Hospital where she has continued to be a patient.
11.
Additional investigation by Al\A reflects that:
A. She had lost approximately 15% of her body weight over a
four month period of time;
B. She is malnourished and her blood sugar levels are out of
control;
C. She is non-compliant with her insulin regimen; and
D. She has been diagnosed with breast cancer and had a
mastectomy earlier this year.
12.
The approximate gross value of the estate of Alice M. Barber
is not presently known but her trailer home is believed to have a
market value of not more than $100.00 and her monthly income is not
known.
13.
The Petiti.oner has reason to believe that Alice M. Barber will
be discharged from carlisle Hospital any day and that she will
require twenty-four (24) hour supervision which can only be
provided by admission to a nursing home facility.
14.
Less restrictive alternatives are not available because there
is no one able to care for her.
15.
The Petitioner believes and, therefore, avers that Emergency
Plenary Guardians of the Person and Estate of Alice M. Barber
should be appointed.
16.
The Petitioner is willing to accept the appointment of
Emergency Plenary Guardian of the Person of Alice M. Barber.
17.
The Area Agency of Aging in and for Cumberland county,
Pennsylvania is a human service agency that is qualified to be
Guardian of the person of Alice M. Barber.
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18.
The Patitioner has no interest adverse to the alleged
incapacitated person.
19.
No previous application, to the knowledge of Petitioner, has
been made for the Order herein asked for.
20.
No other Court has ever assumed jurisdiction in any proceeding
to determine the incapacity of Alice M. Barber.
21.
The failure to appoint the Petitioner as Emergency Plenary
Guardian of the Person of Alice M. Barber and another party as
Emergency Plenary Guardian of the Estate of Alice M. Barber will
result in irreparable haI~ to the person and estate of Alice M.
Barber.
WHEREFORE, Petitioner prays that this Honorable Court appoint
Petitioner to be the Emergency Plenary Guardian of the person of
Alice M. Barber and another party as Emergency Plenary Guardian of
the estate of Alice M. Barber.
Respectfully submitted,
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A~~h~~y~~~eLuca, Esquire
113 Front street
P.O. Box 358
Boiling springs, PA 17007
(717) 258-6844
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IN THE MATTER OF THE PERSON IN THE COURT OF COMMON PLEAS OF
AND ESTATE OF: CUMBERLAND COUNTY, PENNSYLVANIA
ALIC EM. BARBER
AN ALLEGED INCAPACITATED: ORPHANS' COURT DIVISION
PERSON NO. 21-1997-744
OBDH_OL(QU.R.I
AND NOW, this 17th doy of September, 1997, the
petition of the Office of Aging for the appointment of on
emergency plenary guardian of the person and emergency plenary
guardian of the estate of Alice M, Barber, IS GRANTED. The Area
Agency on Aging, County of Cumberland, is oppointed emergency
plenary guardian of the person of Alice M. Barber, and Ann
Thorek is appointed the emergency plenary guardian of the
estate.
By the coury
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Edgar B. Bayley, J.
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Anthony L, DeLuco, Esquire
For The Area Agency on Aging
Harold S. Irwin, III. Esquire
For Alice M. Barber
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4.
The Order of Court entered on September 17, 1997 is effective
of up to seventy-two (72) hours.
5.
Alice M. Barber has been placed in the Cumberland County
Nursing Home.
6.
Petitioner avers that the emergency will continue if the Order
of September 17, 1997 is not extended for a period of twenty (20)
days from the expiration of the initial emergency Order.
WHEREFORE, Petitioner prays that this Honorable Court extend
the appointment of the Emergency Plenary Guardians of the Person
and Estate of Alice M. Barber for twenty (20) days.
Respectfully Submitted,
Anthony
113 Front Street
P.O. Box 358
Boiling springs, PA 17007
(717) 258-6844
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VERIFICATION
I 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. I 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:
S;-e.~~,,^\'"
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IN THE MATTER OF THE PERSON
AND ESTATE OF:
ALICE M. BARBER
AN ALLEGED INCAPACITATED
PERSON
IN THE COURT OF COMMON PLEAS OF
CUMBERI,AND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 97-0744
GRDER-OLe_O.URT
AND NOW. this 9tl1 day of October. 1997, this
matter having been called for 0 hearing this dote, we hereby
incorporate all of the testimony and evidence token at the
hearing of September 17. 1997, and make the following final
order, I find Alice M. Barber is on incapacitated person. The
petition of the Area Agency on Aging for the appointment of 0
permonent plenary guardian of the person and permanent plenary
guardian of the estate of Alice M. Barber IS GRANTED. The Area
Agency an Aging, County of Cumberland. is appointed permanent
plenary guardian of the person of Alice M. Barber, and Ann
Thorek is appointed the permanent plenary guardian of the estate
of Alice M. Barber. The guardian of the estate shall maintain 0
reserve for burial expenses and the payment of guardianship
fees,
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Edgar B. Bayley; J.
Anthony L. DeLuco, Esquire
For Area Agency on Aging
Harold S. Irwin, II I. Esqui re
For Alice M. Barber
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I/J . .t 9, 97
INITIAL Guardianship Report
In The Court Of Common Pleas of I!uWl6!111tJ,t.J. County, pennsylvania
Orphans' Court Division
In Re: The Person Of:
4.//t~ .AltI,F~~J. 13J4rlhI!!.L
Fi1e No. 9'7 - I) '7"11
Report Period:
From 9 - 17- '/ 1 To 1'z".J /. ? 7
.
Guardian'S Name ANN THOREK/ Capitol Public Guardianship
Aqency
Address P.O. Box 1113, Camp Hill, Pa.17001
Telephone: 717-975-2577
Da te of Decree 1J e i "_b, eIr.. 9./ / ? P 7
Address of Ward tf'/ tL It.t! 'JIYlnd; YlUAd'/'n-g 1I/lVl1, '!
(Ju ht iw./-.. J. (10" O!1lli >YJnLI J)tl. r? aA jl~~ , fJ&..
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In Re: TilE ESTATE OF
: IN TilE COURT OF COMMON PLEAS
: OFt(/JJlb~COUNTY, PENNSYLVANIA
: ORI'IIANS' COURT DIVISION
AI,c (J .AI. BA,e ~ fit.,
(Illcnl'ncilatcJ)
: File No. 97- ~ 7 "i i
PERIODIC REPORT
FROM IJ .r- /1- ?,'7 , 199 TO /,.z - ..J / - f l'
OF THE GUARDIAN OF THE ESTATE
,199_
I am the Iimi[~ (circle olle) guardian of the person of my ward, named above,
and my address, including zip code, is: ;:t" '" ..,-he:J It! t1 t-
tt-#,'ILt- ~,,-ad,t'Al'1~"-p 4~1"m.''I-
1J. ~. 1.3c 1- / / 13 ,I e' ,:j In;; (1#./1// A.. I 7 ~CJ I'
My telephone number at work is (717) 91~- .:2.677 and
my telephone number at home is ('fIl) 9 7.5 - /" ." &1
2) I was appointed guardian by Order of Court dated O? - 1 7 - f 7 f> ~
which was/was not (circle one) modified by Court Order(s) dated I tf. ~ f. f 7
.
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3) My initial Inventory was filed on I c1 . "z. f, ? 7
and listed a IOtal estate value of $ "'.1 IltJ . 0"
comprised ofthe following: tS'oc, /iee. 6.Jnr
, ~:t:;aA~
If 4/~. tJcJ / hip.
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4) At the beginning date of this reponing period, lilY initial balance on hand was
$ 1)'7, ,;;.1 - chec..im~ .
_ 'J?t:J ,j 1/0, n}.5
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The present amount and sources of income for my ward arc:,
Source of Income
(Indicate whelher monthly, qualledy, allllllally)
Amount of Illcome
1. ___J(Le/Md_.1t-C!M.~1f---___'_________
2. _____.
3. __.________,____
4.
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The regular mOlllhly expenses of my ward which I pay arc:
1() Whom Paid
I. f' fAJu.::ol,.,,;(, 'Y1.t<.11.,oI.~A tj" mil!
2. .Aid '" hi. rD /4tz.1JJ- ~ /2-.tM ~
3. . ~~___
4. 4nn ~(/Ie~L (-}LttVJ~---#
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Amount
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I have lave no circle, one) petitioned the court for permissioll to invade principal to meet
the needs 0 my ward.
(If applicable) The following expenses of illY ward have been paid5mlll priheipal.
To Whom Paid
Purpose
Amoullt
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3. (I~ ..l1rn'1~"I
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Nlft.: j)f. 6A~be;t -AI/.J nul).,tAo.cu '>1trJ'L bd.t.t ~~,1 /.(Ii,c,J
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'8have 11111 (e1,de title) paid IIlyself l:OIl1pellSalillll 101 selvices I ,,',"lelcd ns H,,,"dlall,
The :"11'"1111 I pahlmyscll llllal""l $ .,___
l'nk11lnled al Ihe folllllVilllllale: $ 'T,:'ItJ' ~ .
,L/.o I lot) - ....bJ(.t't"-,~. ~ r C/u.:"J
+ ~ flut., ~ 'f '0 -r1<<19,ffA .,. (!un re..a.O
Cildc d,e correct lespOllSe nlld ClIl11plcle, il npl"opl i:'le.
__.__ .'___. _H~_..__~ __ ._~___ ._.. ~___'_'_.____._.....~_.__.__ _.. __ ._..._
,---- .-. ~..- '-~"-'--_"____h__.___.. _____.__ ____..
--.--.- ...-- -- ...-_. _._....__.u.._......._.__.""".._ __. .__._.__...
Circle Ihe conecllespollSe alld cOlllplele, if applllpliale.
~ My ward receives 1lI0111hly Sodal SecllIily bellclhs direcdy.
!::JV I alii the desillllaled payee to receive illY wald's Social Seclllity bellefils.
l:. The desigllaled payee Ilf my ward's Social Seclllil y bCllefils is _.m_ '''__.._._.__._,__
,___d2V:L.::r!J(./...g"J. -._-aU6/l...df"c.h. -rf- cd,if~, __.....__.____.__ .___
--'-.------.--------.-- ",' ______,...,_,..'....'..h,,_,:.... ..". ..'A,------ -.--,
whose addless is_l.,_~ -,--'i6n---LlL3_'1__.1t!.4m /2.xl.iLt-.l..----'(-,-j7((!___
._______u.__._______,_._.__..______._____._..______. __ ___.._
'--...~---h-.-.---------_-... ....., h_
alld i~chcle title) relalcd lO illY wald as. ..,... ,
....----.- --...---- -- -----.--.----..-..
-'---...--.-----.-.-----.,. . -----...... ..-.. .~.._-_._-_._-~-----.~
..---.--------.-._..._.__..._m_________... _._.___ _. _ __._._._____.._ _....___._ _~_.____._..___
--...-,...-.----h.---------.___,_duM/II..iJ. _.
(insclf Ichu iOllship)
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oltL- uJ~~hl~a m~4.jllll( I !/V(JY/ luflledj SCt{/'d mtL~.
A.J 13~ ~J "r)d d~~ o-t; oS'At/lnJ"
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.' CHECKS
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CHECK # DATE AMOUNT CHECK # DATE
2269 0.9-0.+ ' 18.6+ I 2276* 0.9-0.5
IE ' DENOTES GAP IN CHECK SEQUENce NUHBERS
TOTAL NUHBER OF CHECK-5 3
HIS C ELL A N E 0 U S DEB IT S ,
AHOUNT DESCRIPTION
.59 + INTEREST PAYHENT
D E P 0 S .IT S
DATE
POSTED
AHOUNT
15.0.0.
DATE
PAGE
10-01-97 ,
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13578340 ',"", ~
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D Dauphin Deposit Bal1~
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MRS MILDRED BARBER
75 BONNVBROOK RD
CARLISLE PA 17013
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HAG ICARD HOLDERS ARE NOT SURCHARGED
AT OUR ATHS. CONTACT A BRANCH TODAY
OR, .CAL~ 1 80.o.-ANYTIHE TO .APPLY..
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SUMMARY FOR ACCOUNT
13-07834-0
HRS HILDRED BARBER
75 BONNY BROOK RD
PREVIOUS BALANCE' 09-0.2-97
2 DEPOSITS AND CREDITS
3 CHECKS AND DEBITS
=URRENT BALANCE
STATEHENT END DATE
.,,:./
PRIHE OF LIFE
+95.33 '
+10. .59 .
178.6+;' "
727.28'"
10.-0.1-97 .'
sac SEC NUHBER
INTEREST RATE AS OF 10.-0.1-97
1997 INTEREST PAID YTD
ANNUAL PERCENTAGE YIELD EARNED
CHECK # DATE
2278* 0.9-0.9
AND
TOTAL CHECKS PAID
C RED Irs
DATE
10.-0.1
DATE
0.9-0.+
AHOUNT
+10..0.0.
POSTED
AHOUNT
DATE
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AHOUNT .'
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DATE
0.9-0.+
0.9-0.5
BALANCE
886.69
871. 69
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DATE
0.9-0.9
B AL A N C E
BALANCE
726.69
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DATE
10.-0.1
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In ..ae ofeno.. or que.Uon. oonaemlng Electronlo Tlan.fe.. or your A 1M oard, plenoe oaII1.800.ANYTlME (1.800.269-8463),
For hearing ITJ'4>Olred ..Niae oaII1.800.621.2068,
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IN TIlE MAT/'ER OF THE ESTATE OF:
A.MILDRED BARBER
IN TIlE COUIrJ" OF COMMON PLEAS
OF CUMBERI.AND COUNTY,
PENNSYLVANIA
(INCAPACITATED)
ORPHANS'COURT DIVISION
NO, 97.0744
ORDER
AND NOW, thisN day of ~~ , 1997, upon n:vie:w of pe:tition of the:
guardian for Mildre:d Barbe:r, the guardian is authorized to name: HOFFMAN-ROSS
FUNERAL HOME beneficiary of Ms. Barber's lilt: insurance policy lhrough Prude:nlial.
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~1:~<j-.\lif~'W~~~l~;;l~,:i;;~ji'~{';;:i.'iN'I"I'~J I\'?,'~"~',,_,.,..
IN THE MA ITER OF THE ESTATE OF:
A.MILDRED BARBER
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYL VANIA
(INCAPACITATED)
ORPHANS'COURT DIVISION
NO. 97-0744
ORDER
BY THE COURT
AND NOW, this day of 1997, upon review of petition of the
guardian for Mildred Barber, the guardian is authorized to name HOFFMAN-ROSS
FUNERAL HOME beneficial)' of Ms. Barber's life insurance policy through Prudential.
EDGAR B. BAILEY, J.
:"!....,..'-..,....."'''~',''''''"'1.~'..._, .,-"~,,,,.,'''''',,,, ..,..,:,' '-.J.
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IN THE MATTER OF THE PERSON
AND ESTATE OF:
All C EM. BARBER
AN ALLEGED INCAPACITATED
PERSON
IN THE COURT OF COMMON Pl.EAS OF
CUMBERl.AND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 97-071111
llRllEU L1Jl URT
AND NOW. this 9tl1 day of October, 1997, this
matter having been called for a hearing this date, we hereby
incorporate all of the testimony and evidence taken at the
hearing of September 17, 1997, and make the following final
order. I find Alice M. Barber is an incapacitated person. The
petition of the Area Agency on Aging for the appointment of a
permanent plenary guardian of the person and permanent plenary
guardian of the estate of Alice M. Barber IS GRANTED. The Area
Agency on Aging. County of Cumberland, is appointed permanent
plenary guardian of the person of Alice M. Barber, and Ann
Thorek is appointed the permanent plenary guardian of the estate
of Alice M. Barber. The guardian of the estate shall maintain a
reserve for burial expenses and the payment of guardianship
fees.
By t~
/
Edgar B, Bayley. J.
/'
Antnony L. DeLuca. Esquire
kor Area Agency on Aging
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C,I;1'lberfe./ld COi;nt'y
Harold S. Irwin. III. ESQulre
For Alice M. Barber
:prs
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INTHEMAT ',"",\ ':") ~O~
A.MILDRED
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(INCAPACIT. Y"\~ \ C ,.. .
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY,
PENNSYLVANIA
.
.
NO. 97-0744
ORPHANS'COURT DIVISION
MOTION OF GUARDIAN TO NAME BENEFICIARY OF LIFE INSURANCE
1. I was appointed guardian by the Court by its' Order dated October 9,1997.
2. In the course of my duties, I have discovered that Ms. Barber has a life insurance policy from
Prudential Insurance Company with a face value of $1200.
3. Upon my request, Prudential provided me with the infonnation that Ms. Barber did not name
a beneficiary on her policy.
4. 1 am requesting permission from the Court to name HOFFMAN-ROSS FUNERAL HOME as
beneficiary in order to set up a pre-arranged burial agreement for Ms. Barber.
5. I have made an initial deposit of$500 to start an irrevocable burial fund with HOFFMAN-
ROSS FUNERAL HOME.
6. Ms. Barber is afflicted with liver cancer, which is tennina!.
7. Currently, Ms. Barber resides at the Claremont Nursing Home; 1 believe it is her best interest
to establish an irrevocable burial fund using her life insurance and by naming the funeral
home as beneficiary.
Respectfully,
~
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Ann M. Thorek ,Guardian for M.Barber
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F.~
Theprudenball$
BENEFICIARY
ARRANGEMENTS
"
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W SHA 049 F
For 8SSistance, get in t'lllch with your
representative or call the BOO numbe, below:
CHAMBERS BURG
442 STOUFFER AVENUE
CHAMBERSBURG PA 17201
17171263-9550
800 778-2255
Contract Number 050 077 019
MILDRED BARBER
1963 Life Insurance
November 18,1997
MILDRED BARBER
% ANN THOREK, GUARDIAN
CAPITOL GUARDIANSHP AGY
PO BOX 1113
CAMP HILL PA 17001
You recently asked to have your contract changed. Please review this rider form to
make sure we have made all the changes you requested. This form should be kept with
your contract. If you have any questions, please get in touch with your Prudential
representative or the office shown above.
Settlement of the proceeds of the contract will be made in accordance with the following
Beneficiary Provision. The "Beneficiaries for Other Proceeds" and "Special Conditions"
sections on the other side of this form are a part of this Beneficiary Provision in any case
to which they apply.
Beneficiary Provision
The proceeds that arise from the Insured's death will be settled in one sum as
shown below. If the contract provides, by rider or otherwise, for income payments to
begin upon the Insured's death, the word proceeds includes the one sum value of
those payments that arise from his or her death.
5a Pay the proceeds in one sum to THE INSURED's ESTATE.
o Pay the proceeds in one sum to the following beneficiary(ies):
Beneficiaries In order of priority
CLASS 1 NONE
CLASS 2 NONE
These statements apply to the beneficiaries: (1) One who survives the Insured will have
the right to be paid only if no one in a prior class survives the Insured: (2) One who has
the right to be paid will be the only one paid if no one else in the same class survives
the Insured: (3) Two or more in the same class who have the right to be paid will be paid
in equal shares: and (4) If none survives the Insured, we will pay in one sum to the
Insured's estate.
If this contract has an Automatic Mode of Settlement provision, beneficiaries who do
not have a right to be paid at the Insured's death may still have a right to be paid under
that provision.
ThePr.;dljHtlsl ~
The Prudenliallnsursnce Company of America
Eastern Home Office
Po,t 0lfic9 Box 2031, Fort Washlnglon, Pa, 19034
Komber 11. 1991
Ann Yboret
FO BOI IIIJ
Calp Rill. PA 17001
Insured: Klldred Barber
Ovner: Yhe Imud
Contract: 050 077 Oil
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Dear Ks, Yhoret:
Ve are writing in respOOl! to lour recent letter nf October 22. 1m, Yhant IOU for providing us wltb the new
lalllng address for tbe above lentloned pollcl, Ve have updated our records to reflect tbe new address,
As requested, enclosed IOU will find a change of beneficlarl fori, Please Insert the nale(sl. relatlonsblpls) to
the Insured. and address(es) of all desired beneflclarllies) on page two In order of prlorltl,
Please sign and currently date the bottol of page one where highlighted, Please Include the title 'guardian of
Klldred Barbsr' after your signature,
As a general rule. the powers of a guardian are confined to the custodl and tbe protection of bis ward's estate,
Yhese powers do not Include the emclse of discretional! Ifree decision) powers on bebalf of the ward, Ve
consider the right to change the beneficlarl and/or ownership of a contract as being one of these discretionary
powers, Yherefore, tbe guardian gsnsrally csnnot late tbese changes,
In order for us to act on a request nde bl a guardian, we will need a certl!ied copy of a court order which
specifically authorizes the guardian to late the requested beneficiary cbange to contract 050 011 019,
Please return the guardianship papers, court order, and beneficiary cbange fori to II attention in the enclosed
self addressed envelope. Also, please verifl that Alice K. Barber is the sale person as Kildred Barher,
Ve are sorry for any Inconvenience tbls delaleal cause, If IOU have any questions, contact the Custom Service
Office for assistance at IBOD) 71B-22SS,
Sincerely,
~~ IJ U1/w(J
Carla !, Veltrup
Policy Adeinistratlve Division 12
Settlelent Options Section
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AGREEMENT FOR PRE-ARRANGED FUNERAL
BY AND BETWEEN
'CYb~lua
~ FUNERAL e
, TRUST'. "
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Funeral Home:
Hnffm~n_Rn"'h Pnnr.-r;"t] Hemp
Name
219 N. Hanovar Street, Carlisle, ?a. 17013
BUlmess Address
heleinafler relerred to as "Funeral Home;"
AND
Barber
Name(,}
MA MRS
MISS MS
A. Mildred
Purchaser:
~ Ann Thorek PJ76. Box 1112 C~mo Hill,
Address
717-975-2577
Telephone Number
150 14 G569
SOCIal Security,
hereinaftel referred to as "Purchase," to provide funeral services upon the death of
MR MRS
Recipient: MISS MS
A. Milrlr~rl ~~rb~r
Name
150 It! '5569
717 975-2577
Social Security ~
Address: (if different than Purchaser's)
Telephone #
Slreel Address
Date of Birth
Dec~mber 22, 1919
Mailing Address
County Cumberland Age 78
(Circle the ones lhal apply)
Male ~ Single Married Widowed
Whose funds are being used? l~~ Recipient
City
Slale
Zip
hereinafter referred to as "Recipient"
WHEREAS, Funeral Home is licensed under the Funeral Director Law, Act of January 14, 1952, P,L. (1951) 1898 (hereinafter referred
to as the "Act"), to provide funeral merchandise and services in the Commonwealth of Pennsylvania; and WHEREAS, Funelal Home and"~ '
Purchaser wish to enter Into this Agreement wherein Purchaser agrees to pay the contr~~9d costs ani'paCified funeral mercti;;ndise and
services. which Funeral Home guarantees to provide and to perform upon the death of 'Recipient.
NOW, THE~EFORE, Purchaser and Funeral Home. Intending to be legaily bound, hereby agree as foilows:
1. FUNERAL SERVICE. In consideration of Purchaser's agreement to pay the Contract Price set forth in Paragraph 2 below, Funeral
Home hereby agrees to provide tor Recipient a funeral and to lurnish the complete luneral service more particularly described in Appendix
"A," which Appendix has been signed by ail parties, for the linal rites of Recipient at a place within a radius oltwenty.live (25) miles of Funeral
Home's business address set forth above (the "Service Area"),
All funeral merchandise and services shall be furnished at the prices listed in Appendix "A," regardless of further price increases or decreases.
except that:
(a) If atlhe time death occurs Funeral Home customarily imposes an additional charge for funeral services rendered on Saturdays,
Sundays or legal holidays, Funeral Home may charge an additionai amount not in excess of ilS cuslomary charge if the final rites of
Recipient are held on any such day;
(b) The price 01 any funeral merchandise and services provided by third oarties in connection with the final rites of Recipient fOI
which Funeral Home is required to make an advance cash payment ("Cash Advance Items") shail be guaranteed only lor those Cash
Advance Items listed in Appendix "A" lor which a specific doliar amount is stated; and
(c) Additional charges may be imposed by Funeral Home in the event Recipient's death occurs outside Ihe Service Area or in lhe
event arrangements are made with another funeral director to furnish the funeral services for Recipient as provided in Paragraph 9 of
this Agreement.
It is expressly understood that (i) nothing In this agreement shail apply to services tor the purchase andlor care of cemetery lots,
mausoleum space, colurnbarium space and other places of sepulcher perpetuaily or for lesser periods of time and (iI) if any merchandise saiected
is unavailable for any reason. Funeral Home reserves the right to substitute other merchandise of equivalent value and quality.
Funeral Home promises to make a rsasonable effort to implement any special instructions set forth on Appendix -B," in connection with the
luneral service for Recipient. The panies expressly agree that Funeral Home shail be required 10 make only a reasonable effort 10 foilow those
instructions.
2, FINANCIAL AGREEMENT. In consideration of the funeral merchandise end services to be provided by Funeral Home to Recipient,
Purchaser hereby agrees 10 ~ to Funeral Home ,at its business address set forth abov~ t~e ,sum of t4'i qo~RJotl1n(+""":-r1 nn 11 ;ers
, ($ ~ ) (hereinafter referred to as the "Contract Price ') In accordance With the foilowlng schedule:
Amount to be Paid on Execution ollhis NOTICE TO PURCHASER
Agreement $ 500.00 1) DO NOT SIGN THIS AGREEMENT BEFORE YOU READ
Amount to be Paid on or IT OR IF IT CONTAINS ANY BLANK SPACE.
before ~_I_ $ 2) YOU ARE ENTITLED TO A COMPLETELY FILLED.IN
mo, day yea, COPY OF THIS AGREEMENT.
This funeral is not guaranteed.
Amount to be paid In. -h .3\ UNDER THE LAW, YOU HAVE THE RIGHTTO PAY OFF
equal (insert monthiy,'loney may be added to t. 115 IN ADVANCE THE FULL AMOUNT DUE AND UNDER
bi.monthly, quarterly, or semi.annual) funeral costs. CERTAIN CONDITIONS TO OBTAIN A PARTIAL,RE.
payments. each in the amount of FUND OF THE FINANCE CHARGE, IF ANY,
$ commencing
on ~~_ $
mO', day year
THIS CONTRACT IS SUBJECT TO THE TERMS AND CONDiTIONS ON THE REVERSE SIDE
.'''," ,'.,......,-..., ",_, You a~~~,?Wledq~_reCeIPI of a_c,?m,D.leted_CODV_'~I~!f.r~t,'.~'~E~;"'~'~'"
.
-,
- j IlCens.d undor Ih. Funer.1 Ol,eclor Law, Aclol January '., :952, P,L, (1951) 169B (herelnoller relerred
WHEREAS. S:uf'WlaJ Home 'I ,chandls8 and services In the Commonwealth of PIII.!'\:\/lvanin; and WHEREAS, Funeral Home and
,,,. .Ac1""1 1:1 DfOV'ldl 'unl,a me lh t' . .....
~o .. , I" 5 Agreomonl whelSln Purchaser agroes Ie pay 8 con '1".'~.:o5t9 of speclfiod 'uneral merchandise and
" ,'c~.UU' 'l'lo"~: "f"!or ,nlO t l1nto8S10 provldo and Ie perform upon tho death of Au. IlJ'~"t.
. ".... ':ll~ ,<wI-:" . ." ...,H,ll HOmo gUolf,
. 'iO'," .~'':: ~:onE. PurC;naser ,1nd Funeral Homo, Intending Ie be legally bound, l'lIH.:V agree as follows'
. VICE In consideration at Purchase's agreemenllO pay the Comllll,' :'lce sol tanh In Paragraph 2 below. Funeral
. ~U.NER ~~.:> SER rO'.:j(]O lor ReCipient a lunoral and to lurnlsh the complele lunerlll '.I:I"IICe mare partlcularly described In Appendix
HC"1t! t! ,H.!oA~ ... t'S ~o Poeen s'gned ~y ail parties lor rhe hnal riles al ReCipient at a plach 'm",n a radIus of twenty. live (25) miles of Funeral
" ..~nlcn t'~'~'''':,ll "as .... ' "
Mome s OUSlntl.S! .:iooress sel lorln above (the 'Service Area )
'\lIlur1tl',\1 -.":nanOlse IInO services snail be turnlstled al toe pnces hsted 10 Appendix "A ., ''1:ardless 01 funher pflc91ncreases or decreases,
olJ.cepl !hal
. II . ....e r me aeattl OCCulS Funeral Home cuslomarlly Imposes an addlllonal f h:u~ for funeral services rendered on Saturdays,
sun~~~s.:~ -:09,:111 hOlidays, Funeral Home may charge an addItIonal amount nollO IUI.I:"..'1 of its customary charge if the final rites of
Reclplenr ..:.' ~ "eld on any suen day;
(b) n"~ :rlce of any funeral merchandise and services proyided ,~y Ihird partlo~ III "..:nnection with the final rites of ReCipient for
which Fune"~1 Home IS reqUired to make an adyance ca.sh payment ( CaS,h Advancb III;f-n") shall be guaranteed only for those Cash
Advance It-=-~s listed In Appendix "A" lor whIch a specifiC dollar amount IS stated: .111'1
(el AO=~lonal charges may be imposed by Fune~al Home in I~e eyent Recipienl'~ rj:::Uh occurs outside the Service Area or in the
eyent arrar :ements are made With another funeral dIrector 10 furnish the funeral sorVt',l:~ tor Recipient as provided in Paragraph 9 of
Ihis Agreer:~~nt.
II Is expre.. y understood Ihat (I) nolhlng In this agree men! shall apply 10 servico, '." '~e purchase and/or care 01 cemetery lOIS,
mausoleum spa,:,e, columbarium space and other places of sepulcher perpetually or for less(JIIIII',:ds of time and (ii) if any merchandise selected
Is unayailable fc. =.ny reason, Funeral Home reserves the right to substitute other merchanflle;~.; equiyalent value and quality,
Funeral HOi9 promises to make a reasonable effort to implement any special instructinll" :~~. tonh on Appendix "S," in connection with the
luneral service Ic' Recipient The panles expressly agreelhat Funeral Home shall be requu"'J \'. ."ake only a reasonable ellon 10 lollow Ihose
instructions.
2. FINANCIAL AGREEMENT, In considerallon 0,' the luneral merchandise and serv" '" ',' pe provided by Funeral Home 10 Recipient,
Purchaser heret,' agrees to P!Y to Funeral Home at ItS bUSiness address setlorth abovn It,:; sum of t;'; "1'''::\iUf" ~r1-~ri nl""ll 1 ~ rs
($ ::- lx') ) (hereinaller relerred to as Ihe "Conlrac! PlI' " 'n accordance With the (allowing schedule:
Amounl!o be P; , on Execu!ioM 01 this NOTICI TC PURCHASER
Agreemen! $ 500. ')0 1) DO tI<)TSIGN THIS AGREEMENT BEFORE YOU READ
IT Olt IF IT CONTAINS ANY BLANK SPACE,
2) YOII AP~ ENTITLED TO A COMPLETELY FILLEO.IN
not guaranteed .copy C, THIS AGREEMENT,
~dded to thia.! UNIH:RTliELAW, YOU HAVETHERIGHTTO PAY OFF
IN AIIV A,~CE THE FULL AMOUNT OUE AND UNDER
CEllfAlh CONDITIONS TO OBTAIN A PARTIAL RE.
FUtllJ CF THE FINANCE CHARGE, IF ANY,
Amount to be Ps 'J on or
belore ----1_,_
mo. :., year
$
This fun9ral is
Amount to be pa :: In ,
equal (insert monthly;'!Oney may :.Je
bi.monlhly, quar:;rly, or seml.annual) funeral costs.
payments. each "': the amount of
$ commencing
on ~--c_
mo. day ,eal
$
THIS CONTRACT IS SUBJECT TO THE TERMS AND CONDITiOn'; C'J THE REVERSE SIDE
You acknpwledge receipt of a completed copy ""r;ol.
IN :IITNESS WHEREOF, Ihe parties hereto have caused this Agreem""1 I~ oe executed this
2L;1: day of Octobe~' , 19~, al Car-If-He, ?a. l7,n3
WITNESS/A TTEST
, . ,
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"PURCHASEIi""
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Hoffman-~I')~:1 r?unGr::l 'iomr-:-} 17
"FU EAAL}1t l~" (8usin~s or/flrm name) " 1/
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B ~ /,I.:it (. - /" !LflY--
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WITNESS/ATTkOST I'
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h)Z44, f.f. ' ~j#.t
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FUNERAL HOME NUMBER 5031
LICENSE NUMI1ER
0J.27 ;.13L
eMiaodalaSyslems, Inc,. 1991
(White Copy - Funeral Home
Yellow Copy - Purchaser
"Ink Copy - P FT )
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IRREVOCABLE TRUST AGREEMENT
ARTICLE XVI LIABILITY OF TRUSTEE FOR CONOUCT OF AGENTS
Truslee shall nol bo responsIble or lIablo in any event for Bny noglocl or wrongdoing ollho Accounl Admlnlstralor or 01115 agonls or omployees.
ARTICLE XVII GOVERNING LAW: CONSTRUCTION
In tho 9\10nt any provIsion olU'lls irust Agreemont o~ tho nppllcallon lherooltonny porson or cltcumslnncos shall be 'Innlly dotormlnod by a court 01 propor
JUrlSdlCllon 10 be invalid or unenlorcoablo 10 any oxlonl, Ihe remalndor allhls Trusl Agroomont. or the 80plic..11lOn 01 such provISion to parsons or
circumstances olhor than thoso as to which illS hold IOvnlld or uncnlorccnble sOfIII not bo RlIoctod IhOroby, ilnd each provision 01 thiS Trusl
Agreemenl shall be valid and onlorcod 10 the fullest oxton 1 pormlllod by law
ARTICLE XIX ENTIRE AGREEMENT
ThiS TruSI Agreemenl embodIes the anllto agreoment and understanding 01 the parMs with respect to the subJoct mallcr hereof,
ARTICLE XX PARTIES TO TRUST AGREEMENT
Each Customer sevorally shall become a pany to thiS Trusl upon lho olCecullon thereof by himsell personally or by Funeral Home acting as hIS attorney
1M fact No Customer or Reclplenr shall have any mleresl horeunder except In lne Trust and Trust Account estabhshed in connecllon WIth the
Agreemenl for Pre-Arranged Funeral made by or lor hIm WIlh Funeral Home
I~j WITNESS WHEREOF. Funeral Home and Bank have affixed their hands and seals as ollhe day andyear first above mentioned and each Customer
has by hiS attorney in lacl become a party to thiS Ifrevocable Trusl Agreement as ollhe day and year listed below
Hoffman-Roth Fune~al Home
l"funeral Home~l In Its Own RighI and as Allorney in Facl
for
A. Mild~ed Barbe~
IPurcnaset on Agreement for Pre.Arranged Funeral)
"Customer"
WITNESS/ATTEST:
~~~ -;r/ ~~~
B, /tJ;JJ.w:.-j- €!2JIl
Title l4"l1n~r;:1l 1 ni r~~rnr
Trust for the Benefit of
!Jeu-b..r
a Mildred Q']~ler
~ReCIOlenr"
ATTEST:
C/~~~~
MELLON B~NK .A. ~
("Trustee") /.
By ~. ~ ~ .
DATE:
Jthj~1
I .
(For Use Where Customer Execules Trust Agreement)
WITNESS:
U/\,M.., /Yl. t..j,,~
(/ cJ-
~.f>1lc'Odalil Syslems.lnc.. 1995
Page 4
FOml PAT 04 4.95
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"
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Petitioner requests permission from the Court to distribute the remainingfundv of
my ward, Alice M Barber, and sel/le the estate, thereby ending guardianship
responsibilities unless otherwise ordered by the court.
4-n n (; ~n<./2
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Respectfully Submit/ed,
Ann Thorek - Guardian
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09/04/97 -
/0/07/97 -
/0/2//97 -
1///2/97 -
/2/03/97 -
0//02/98 -
02/03/98 -
02//2/98 -
4/0,00 Deposit ,""oc, See, Benefit
4/0.00 " " "
42.59 Deposit of refund
4/0.00 Deposit of Soc. Sec. JJenejit
4JO,OO Deposit of Soc. Se". JJenefit
4/9.00 " " "
4/9.00 " " "
2/9,00 Deposit of refund
Tota/:
Interest:
$3.234.92
3,38
$3,238.30 1'ota/ deposits
Debits To Checking Account:
Purpose:
09/04/97 - $ /8.64
09/05/97 - /5.00
09/09/97 - /45.00
/0/07/97 - /3.57
/0/08/97 - 5,82
" 33.66
10//7/97 - /45.00
/0/20/97 - /90.00
/0/22/97 - /8./6
/0/24/97 - 500.00
11/03/97 - 40,00
/2/11/97 - 40.00
/2//5/97 - 60.00
/2/24/97 - 9/1.74
0//27/98 - 40.00
02//9/98 - 8,7/
02/27/98 - 40.00
Check wrilten by Ms. Barber
"
"
GPU
Radiology Asc.
Imaging Ctr.
Lot rent
Initial Guardianship fee
Sprint
Hoffman-Roth Funeral Home
Guardianfee
"
Claremont Nursing Home
"
Guardianfee
GPU
Guardianfee
Total Debits:
Service Charge:
$2,225.30
7.00
$ 2,232.30
Deposits:
Debits;
$3,238.30
- 2,232.30
Balance of
Account:
$1.006.00
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UABII,I71HS:
S 349.{){)
349.{){)
349.0{)
40.00
80.{)O
352.0{)
782.20
99,O{)
21,O{)
.Ian. 199/!
Feb. 1998
Mar. 1998
Nursing Home ( 'Iwrges
Nursing Home Charges
Nursing Home ('Iwrges
Stoken ()pthamologist
(/uardiaTlShipfee
Carlisle Hospital
"
"
"
2,421.00 - Total Liabilities
1,254,00 - Pending payment from Medicare & Medicaid
1,167.00 - Balance due
I, 167.00 - Available Fundy/rom Checking Account & personal ,Ipending account
$ 2.00 - Use towardfilingfee
The Prudential Life lnsuranc policy 1!!,SI.205.00 was added 10 the S500.00 Burial
Reserve and used to cover the expenses related to My. Barber's burial.
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"
('apilol (fuardianlhip ARency
I',(), /Jox 1113
Camp 1IiII, I'a. /7001
March 25,I99H
('arli.~/e HI/spilal, ('arlisle, I 'a,
I'alienl Financial Services
117 N. Hallover Street
Carli,~/e, I'a, /7013-0/77
Allell: Shirley ShuRhart
Ill'; A lice Mildred /Jarber
7h whom it may COl/ce1'll.
Notice is herehy l{iven that your patiell/, Alice M Barber, died on March 18. 1998.
Ms. /Jarber suhsisted Oil a ,llIlall socialsecUri~1' benefil of $4IWlIlol/lh and had no
assets.
As guardian '!fMI. Barher~~ estate, I amjilinl{ afinal reporlto the court and hoping
10 .~ellle all aCCOUlI/s by the el/d l?fApril,199R.
Because MI. /Jarher resided in the Cumberland Co. Nllrsing Home, her only source of
income was asse.ued toward Ihe cost (!{her care lindeI' Medical Assi.~tance reRulations,
therefore. she does not have .~I!Uicient jill/tl~ to cover any remaining expen.les.
I am reqlle.~tillg all'rite-I?U',{the halance of her hil/after medicare andlor Medical
A,lsistance claims are compleled.
Your cooperation in this mailer is great(l' appreciated. ({you ha~'e any concerns,
please contact me 7/7-975-2577.
Thank YOII.frJ/' your assislance.
Sincerely,
477;1 ;~
Ann 711/Jrek - (fllardiall
, " " .." '~~~4t~t,.~~lb~;'1bi\~i~;:i";::;'<{~~,~<~:;},,(.,,:~.,. ""';:'''''::;::~-:~;''::''''''':''>'I~,,1''~''':';;,'j...~: ,;,',',:,:,' ~"'/~" ~"i,'>,.,
. v
-,
( 'apitol (hUlrdianship Agency
1'.0. Jiox 11/3
('a/llp Hill, I 'a. 17001
Marcl/25,1t)l)8
Bromlein .Ieflhe." I'.A.
Bu"ine.'., qfJice
4830 I,olldll/ld('/'ry I?owl
Harri..bllrg, l'e1Illa. 17 1119-522-11)
Ile: Alice Mildred Barber
To wham il ml(I' COllcem,
Nolice i.. hereby Riven Ihal yo"r palienl, Alice M. Barber, died on March 18, 1998.
M... Harber ""hsisled on a slllull social sec/lrity benefil of $./ I (}imonlh alld had /10
assels.
A.. gllardianl!fA'f." Barher'" estale, I amjilinR ajinal reporllo the courl and hoping
10 sellle al/ acell//IIls hy the end (~fApril,1998.
Recall"e A/.,. Barher re..ided inlhe (:/lmberland (:0. Nllr"inR Home, her only sOllrce of
incollle lI'a.. a....e.'..ed IowaI'd lire cosll!fher care IInder Medical A.,..i..lance reglllation."
Iherefore, ..he doe.. nol /tave ,,"flicientfimtl, 10 cover any remaining expense...
I am reqlle..ling 1I wri1e-(~frofllre halance I?lher bill ajier medicare and/or Medical
A....islance claim.. are compleled.
rOllr coopemlion illlhis moll"r is weally apprecialed, lfyolI Irave any concerns,
please conlact me 717-975-2577.
Hlank YOllf;lr YOllr assislance,
Sincerely,
?idl~!,-.i/
Ann Hwrek - Gllardian