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HomeMy WebLinkAbout80-00566 ,. / -..... -':i; , .. .; -",.,,;,"i:~, - I ..' /.' , , ,",n "' . "'i.'~ .J." .. O' ~ .. ,- (Xl . .:0\ !!-. M ,::; -:.-.',- '.,;' i ... . 8 ~~ :.iJ, fg AiM ~ ~ ~~ .. <II ~ <Il l2: . '- ~ j:Q X~ S ::i III H ~ 0 ~ &1 U) ~ U) ~ :a .~ In - 0 . .! 0 J9 Z ~ f ' ' I I I I 1 I 1 I 1 '. LAW 01f'lcts KILLIAN a GEPHART HARRI&DURG. PI.. PRESBYTERIAl' HOHES, HIC., Petitioner IN THE COURT OF COl~ON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. .j-f< {,. t)-ff~",: 19 8 0 vs. HAROLD S. FAUST, Respondent ORDER AND NOI'I, this 3 ~ d.YOf~ ' the foregoing Pe tion and upon 1980, upon consideration of Motion of Joseph A. Layman, Jr., Killian and Gephart, it is hereby ordered and decreed that a Rule be entered against Respondent to show cause why he should not be adjudged an incompetent and why commonwealth National Bank should not be appointed guardian of his es~tate. Returnable on ~_ _ ~ 1J BY TH: COURT · r Rule J. at", to';: :" i~64 u..w OP'P'ICU KILLIAN a OEPHART HARfll..UJlO, ,A. PRESBYTERIAN HOImS, INC., Petitioner IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA OPPHJl..llS' COURT DIVISION NO. 1980 vs. HAROLD S. FAUST, Respondent PETITION TO ADJUDICATE A PERSON INCOMPETENT AND FOR APPOINTMENT A GUARDIAN OF THE ESTATE PURSUANT TO 85511 OF THE PENNSYLVANIA DECEDENTS, ESTATES AND FIDUCIARIES CODE AND NON cOIms the Petitioner, Presbyterian Homes, Inc., by and through its attorneys, Joseph A. Layman, Jr., Killian and Gephart, and avers as follows: 1. Petitioner, Presbyterian Homes, Inc., is a Pennsylvania non-profit corporation with its registered office and principal place of business at Dillsburg, Pennsylvania, 17019. 2. Respondent, Harold S. Faust, is an adult individual residing at Forest Park Nursing Horne, 700 Walnut Bottom Road, Carlisle, Pennsylvania, 17013. 3. Petitioner owns and operates Forest Park Nursing Horne at 700 \~alnut Bottom Road, Carlisle, Pennsylvania, 17013, in which Respondent is provided nursing care services. 4. Petitioner instituted a Complaint in Assumpsit in the Court of Common Pleas of Cumberland County, Pennsylvania, docketed at Number 3873 Civil 1979 naming Respondent and his wife, Jeanette E. Faust, as Defendants. 'Ii:.: ..,. '"' f:~~, A.UI: '_,J::. LAW 0".11:11 KILLIAN 6 GEPHART HAJlRlnUIlO, PIw 5. Respondent has not answered the Complaint or obtained the services of legal counsel, however, his wife is represented by \~ayne F. Shade, Esquire, 5 South Hanover Street, Carlisle, pennsylvania, 17013. 6. In an Answer with New Matter filed in response to the Complaint in Assumpsit, Defendant Jeanette E. Faust avers in Paragraph 14 that Harold S. Faust "is unabJ.e to manage his property and lacks sufficient capacity to make or communicate responsible decisions concerning his personal property." 7. If Petitioner's litigation against Respondent is success ful, the decision could be overturned if Respondent was determine to be incompetent. 8. Prior to initiating the abovementioned Complaint in Assumpsit, Plaintiff r.eceived payments for the care of Respondent from Jeanette E. Faust. The agreement to pay for the care provided to Respondent became the subject of a dispute resulting in the Complaint in Assumpsit. Since september, 1979, Jeanette E. Faust has failed to and continues to refuse to pay any of the expenses incurred by Respondent for car.e provided to him by Petitioner. Petitioner understands that Respondent has assets, including pension benefits, which could be utilized for providing this care. The cost of care per month is approximately $1200.00. 9. Petitioner is a charitable organization and is inter- ested in the welfare of the Respondent. Petitioner has not been -2- ~Ct\~ 1e7 ~~;5S LAW O".ICEI KILLIAN a GEPHART HAARI..URO, rA. able to qualify Respondent for any governmental subsidies and Jeanette E. Faust refuses to voluntarily remove Respondent from Forest Park Nursing Horne and the care of presbyterian Homes, Inc. 10. Respondent was born December 28, 1904. lie is married to Jeanette E. Faust and is domiciled in Cumberland County, Pennsylvania. He is not a patient in a mental hospital or a veteran's Administration hospital. 11. The only next of kin known to petitioner is Jeanette E. Faust who resides at 512 West South Street, Carlisle, pennsy- lvania, 17013. petitioner has no knowledge of the gross value of Respondent's estate or his net income but Petitioner did receive $540 per month prior to initiating the abovementioned Complaint in Assumpsit. Petitioner has no knowledge whether the Respondent was ever a member of the armed services of the United States or if he is receiving any benefits from the United States Veteran's Administration. 12. Petitioner avers that Respondent is a person who, because of infirmities of old age is unable to manage his property and lacks sufficient capacity to make or communicate responsible decisions concerning his person. 13. Petitioner proposes that a corporate fiduciary be named as guardian because of the failure of Jeanette E. Faust to provid for any of the expenses of Respondent's care or to act responsi- bly on his behalf. Furthermore, Jeanette E. Faust is a relative -3- ~:'~ 10-; :..:GG of Respondent. 14. Petitioner proposes that Commonwealth National Bank be named guardian. Commonwealth National Bank has its principal office at 10 South Market Square, Harrisburg, Penn~ylvania and a local office at 1 North Hanover Street, Carlisle, Pennsylvania. The proposed guardian has no relationship of any kind with the alleged incompetent or any interest adverse to the alleged incompetent. 15. No other court has ever assumed jurisdiction in any proceeding to determine the incompetency of the alleged incornpe- tent. The alleged incompetent has no guardian already appointed. WHEREFORE, Petitioner prays that this Honorable Court issue a citation directed to the alleged incompetent with notice thereo to Jeanette E. Faust and to such other persons as the Court may direct, to show cause why Harold S. Faust should not be adjudged an incompetent and why Commonwealth National Bank should not be appointed guardian of his estate. Respectfully submitted, KILLIAN & GEPHART --, " / 'll'~vo Dated: '>/J7-r,--<-. / 1"'- "F) ,/, "-.../ r' Y.v'Y" ,,<,,7 <- ,-;?7.u...--... poseph A. Layman, Jr. (/ 218 pine Street i/ Box 886 Harrisburg, Pennsylvania 17108 (717) 232-1851 LAW Of'P'ICII KILLIAN 8: GEPHART HARRI..u"a, PA. -4- n~r 4'0':' ".". ..;:.,..... ~. tttJJ.. LAW OFP'ICE8 KILLIAN a GEPHART HARR1"uJla. PA. ACCEPTANCE BY CORPORATE GUARDIAN commonwealth National Bank agrees to accept the appoint- ment as guardian of the Estate of Harold S. Faust and certifies that it is not the fiduciary of an estate in which the incompe- tent has an interest nor the surety of such a fiduciary, and that it has no interest adverse to the incompetent. By: Commonwealth National Bank I , O/~l~l'//K;);/' . /l )/ ' 1://1 , I"~ ! Robert K. Reitzel, . Trust Officer r.~~. &~";' ...,....~ "'E:'f) '..'..11'... LAW OFFICES KILLIAN a GEPHART HARRISBURG. PA. COVJ40NWEALTH OF PENNSYLVANIA COUNTY OF lie' J:- v' SS. : ')1,11,' " )\/~/~t~?,(~) ') (/:.,,-<.~(;.L \ , being duly sworn according to law, deposes and says that he is I, I ) - " ~. ~/.jf tD~-J 1/ of Presby- terian Homes, Inc., that he is authorized to make this Affidavit, that he has read the foregoing Petition, and that the facts contained therein are true and correct to the best of his know- ledge, information and belief. Cl~0- /i<:-~~ Sworn to and subscribed before? me this Ja' day of/~"JUJ ' 1980. .' ,.' .' , . . .t ": ~ . ';. .../ "'.'C) -, \"....\....,./.. " {''-::F/'" ,7 ../',.f- l,,:..~:~~ ':#', r:! " ~th- rei '\' ". @' ar'J Public .... I~ l;; ~. ( \.. ..i # ) l~'. ,~.r . '. '" ",,~E.~.~lJCl1I,IIUIl~Y 'I.' \ C ~ . PIUtilU~G:;.9kilJGH. \v~' '.. " . 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I-l Q) <:: o .,-i .jJ ,,-i .jJ Q) to< :> 8 tJ) P .0: r.... (J) Cl H o 0:; 0<: ::r: .jJ <:: Q) '0 <:: o 0.. Ul Q) c:: "" U Z .0: 8 p-. ;,l c...>1"1 uc...> ~H ~:> r....C:: 0"" tJ) E-< Hr.... :>0 r.:: t:l H ~ ~ 0< "' o ~ 5:.'" <}~ <{ -'0 ... ~ z':;;<J o (b ~ ~Jf~ ~ w.::l ~-;'':=- l! rm~ ~ UJ ..", ... '71/1 ~ Z ~ .JLI.I )( z. <t\(P!OW ..J '.>:jG. 1lI a.. w ?'.~ ci J: <(-.IN a: "- ::> .J "' .J Ul a: :s:: a: <( I: " \~i~ :':~~h :C."!." 8;:': " . r' 0:> ~~ "ro' ~ ~~~; "'n ~n~; .,., ,:?o :..-;:':J ,-" ,.::J 7J -"'-1 ;, ., .J '::> C' . .. , ~ ^ "" -~ , .c ,'. .-;-.;; -- ,:',' PRESBYTERIAN HmlES, INC., petitioner v. HAROLD S. FAUST, Respondent ~~. -.~- IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 566 1980 AFFIDAVIT OF SERVICE . \ ;).(.~~::t ...,..ii!., "'-'f"'''l'l( ',' (T~:!<'?J I';~ :-'",' I;;i 1,,;(: I r:}~ :;~ :?&: :,' ;{j Pi} . -.. ,'" - '," ,':.; . , :.;f,,' -':~ Joseph A. Layman, Jr., Esquire, being duly sworn according to law, deposes and says that on the 15th day of September, 1980 at about -1.'/'7- o'clock L.M., he served the Petition in the above captioned matter on the next of kin of the Respondent, namely, Jeanette E. Faust, by handing to and leaving with her Attorney of record, Wayne F. Shade, personally, at his office in Carlisle, Pennsylvania, a true and correct copy of said Petition. LAW OFFICE. KILLIAN a GEPHART S~lorn and subscr~l?51d to beforel.me this ~ day <0 OfCY.'"(!.,fJ-t.,,7' ' 1981. fjp J/1<MA'1J(~.:/~ Notary Pubhc HAltRI..URO, ..... ll""''''.......-' ll.~...~.'~ 'Cl' ...I.:h~::: ....,. I...,:.t:.)';(~,..lo Ht~:--btHg.. D~lJphi;r ~~'"'l PI'''. Mi' Gomn.'t.q;-i'611 Gi.-;'IrC;;'! Ap:il :;0, 1 ~~ : C._ . J:k;t!l~ JJ~ ~J'-'l''Y-&~ Q 10se'ph A. Layman/ Jr., ES,quire Attorney for petitioner i/ " KILLIAN & GEPHART 218 pine Street P.O. Box 886 Harrisburg, Pennsylvania 17108 (717) 232-1851 ',',-,"::""'.',,h._:i:l'h ;~. :,~'::; ': ;{~::{.~!.~1,~i:~:,' .. .".-~I{;'A~t;;t . z :2s "lo-:l III o-:l:>i :... ~ 0 P<CIl U l- E z U H a: zz - ~ - ~ :$ O"l H H ..., EP< <ll ,:: ~ ...:r: z "" - 10: Q) CIl oa.~ ~ 0 - CIl 0 '0 :r wI:: ~ U:>io ~ '.-i ,:: r... c: (9 ~ 10 UJ E-<CXJ ::: ..., - 0 0 j;: 111 ~ Z ~:Z:O'I 0 '.-i [-< 0. ~<6"'z O::>~ - ...., CIl Ul E-< - <t ! 0 w 0 Q) ::> Q) H ..J Il.lD Q, E~ U ~ P< .0; p:; :> w z ~ ci p:; r... .::: :I <( N a: ::>0 H 0 ... - " oZu> p:; H -J ID U ~~- ~ . CIl r... -J III E-< :> ~ a: ~p:; >< 0 ll:: a: ::a~ c:l o-:l <( E-<~ . CIl 0 :t ~ p:; z::>o p;; ~ HUZ P< Q 05 n~,., ~ ;1)~ ~~:t 1"1(") ." (~O "1 I ::;:;:0 _:1CJ ,,., .", r~-' :u ,ortt -;1 ~ '...::J :;:'::: :::> .~ :., T! . .. ...., ;1:> :, .;." ..0 ,1, ....l ~l ~7'" ~. -~. r-.... ._... .0: :<: tIl':; .0::> r-l..:l ..:l>< . III ~tIl t- O ~ Z U [il .... ~ ~ .~ 0 z ~ ..., U 0: oW oW Or-l H H Q) C H ~ :! 'r.'~ tIl C Q) ~ ...::r z ~ H 0 'd on... ~ 0 . :> tIl 'M C ~4 U>< H E!l ..., 0 tIl ~ W::: ~ 1:-<00 ... 'M 0- ~ C> ~ III U'I r..Z'" 0 .j.I 8 OJ r.. to.. III C) Z · z 0::>0'11:-< ;I: Q) tIl Q) 0 ~~~~w O~ P< ~ Il:: E~ U ::> ~ E.... ..J G.1lI a. Il:: 0 r.. H hi Z ~ ci ::>0 U H ~ l: ~ N II 0:2: Il:: . 1-- :> -l III U.o: \ll- [il > tIl C -l Ul ~\lltll I:-< H r4 U'lZ >< Cl r.. - II ;I: r4 ,:; lQ ..:l r... lI:: II I:-<lQ - tIl g .0: .. - l: ~ .~ gj :2:50 ..: HU zo ~ :r: (") cO r- :e~ C;~rn - S::u cin :L;I. ...0 ~7. .!. ~ ::::0 _.'<.1 -p ...0 .-::.~ 3: ;P1 )>-~ ~ ....C':l ", ~ -- .- ~ -, , .. .-, ;p ;.~ -- .c r...; , .-7 ........ .:..; ~::.-.-. - ~" .. PRESBYTI:RIAN HO~lES, INC., peti tioner IN THE COURT OP cO/mON PLEAS OF CUMBERLAND COmITY, PENNSYLVANIl\ ORPHANS' COURT DIVISION v. No. 566 1980 HAROLD S. FAUST, Respondent ORDER AND NOW, this 1'$ k day of , 1981, upon consideration of the foregoing Motion, n ~lotion of Joseph A. Layman, Jr., Esquire, Attorney for the Petitioner, it is hereby ordered and decreed that a hearing /310 day of 3 to determine /Jt.ru&-J , 1981 competency be held on the at (:3() f-t1., in Courtroom No. , Cumberland County Courthouse, Carlisle, Pennsylvania, .e<:.fe.a..... L1l~ llloJuv.LuLk ...J1:lIi96. It is furthered ordered that the Respondent be examined by 1J~..d ~'n forth above; costs of such , H.D., prior to the date set examination to be borne by Petitioner. By the Court, J. LAW C,."CU KILLIAN" GEPHART MARRlsaURCI, P'" ......~I\ IJU I..~t . . J.* .' PRESBYTERIAN HOMES, INC., petitioner IN THE COURT OF CO~~ON PLBAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION v. HAROLD S. FAUST, Respondent NO. 566 1980 MOTION TO ~mKB RULE ABSOLUTE AND NOW comes Petitioner, by its Attorney, Joseph A. Layman, Jr., Esquire, and in support of its llotion respectfully represents as follows: 1. That on September 3, 1980, the Petitioner filed a Petition to Adjudicate a Person Incompetent and for Appointment of a Guardian, to the above term and number. 2. Attached to said Petition was a Rule to ShOl'i Cause why Respondent should not be adjudged incompetent and why Commonwealth National Bank should not be appointed guardian. 3. That on September 15, 1980, a copy of said Petition was served upon the Respondent and also upon his next of kin. Affidavits of such service are attached hereto, made a part hereof, and are marked Exhibit A and B, respectively. 4. That the Respondent or someone on his behalf was to have responded to the Rule by October 5, 1980. 5. That as of the date of this Motion, Respondent has failed to respond to the Rule or to otherwise make any attempts LAW OI'1"ICIES KILLIAN A GEPHART HARRI..U"O. PI.. 1,.......\ ~i..~.i..J i,,~t t.. , ~ 1,. " LAW omcr;. KILL.IAN a GEPHART HAARllluRa. PA. : to cornnlunicate such response. 6. That as of the date of this Motion, no one acting on Respondent's behalf has made a response to the Rule. 7. 'l'hat due to the seriousness and severity of the Petition, Petitioner believes that a hearing must be held, and evidence presented as to Respondent's incompetence, before the Rule can be made absolute. 8. That due to Respondent's physical condition, Respondent will be unable to personally attend such a hearing. such a hearing 9. That in order to ensure an adequate and fair record a Court-appointed physician be ordered to examine Respondent and to testify to his findings at the above-requested hearing. WllEImFORE, Petitioner prays this Honorable Court set a time and place for a hearing in the above matter in order to make the rule absolute and also that this Honorable Court appoint a physician to examine Respondent prior to the time of Respectfully submitted, Dated: /~P_"._. ) -' ,//'--' ~.;:. ;~. ~_. , -"-'/-( ,( ~.d<"?-,:,/_" '--:~, ,Joseph A. Layrnan,?r., Esquire KILLIAN & GEPHART ~ 218 Pine Street P.O. Box 11116 Harrisburg, Pennsylvania 17108 (717) 232-1851 .:; ('; ~ / Attorneys for Petitioner ..........\ .J...J0 I.;~t ("";J .)v , .' PRESBYTERIAl~ HmmS, INC., Petitioner IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION v. NO. 566 1980 HAROLD S. FAUST, Respondent AFFIDAVIT OF SERVICE Joseph A. Layman, Jr., Esquire, being duly sworn according to law, deposes and says that on the 15th day of September, 1980 at about 1/' - -: . /'-;, o'clock j/ .M., he served the Petition in the above captioned matter on the next of kin of the Respondent, namely, Jeanette E. Faust, by handing to and leaving with her Attorney of record, Wayne F. Shade, personally, at his office in Carlisle, Pennsylvania, a true and correct copy of said Petition. c. I:J/y.' /: JI. l'U7-'/'7/ZL<-'1- Q .. Joseph A. Layman.( ~r ., Es,~i're Attorney for Pet1t10ner tI KILLIAN & GEPHART 218 Pine Street P.O. Box 886 Harrisburg, Pennsylvania 17108 (717) 232-1851 Sl'lOrn and subscrib9d to II bcf~5e/me this yT.L day - . Of'0<~,IJ"al7' fll~81. , ,/)/,,) . ':1l ....., ".1 _, I.. I .!..-I:';;;L-L1~( (UJ..f:..';'cd27-?a:e{ .. Notary Public LAW O"'CCI . ; KILLIAN a GEPHART HAJUU"U"lJ. PA. 7Y /1/./.5 /7 i5 n!:f1:':l~:; M; llNr;tONB,'I,Clt Hzf<i=-burr). D~\1j)hirr i;o,. Pi\ t,'.' <;umh\lii~Nll bfplsC:I Aplll :10, 1 s..; : " . , ., -.-" ,. . , ,. ) '0 L/O'/j ..~ I '. ',' hi, qf e I ( " .' :' --) fS-1 ; '. ~ LAW Ol'1'ICla KILLIAN 6 GEPHART HAARI..UPla, PA. -- PRESDy'rERIAN HmIES, IllC., IN TilE COURT OF COl1f.ION PLeAS OF cmlBERLAND COUN'J.'Y r PENNSYLVANIA ORPIlANS' COURT DIVISION Plaintiff v. No. 566 1930 HAROLD S. FAUST, Defendant : CERTIFICATE OF SERVICE I HEREBY CERTIFY that a true and correct copy of the foregoing Reply to New Matter of Defendant Jeanette E. Faust was forwarded by Certified Mail, Return Receipt Requested, on the 19th day of February, 1901 to the following person: llrs. Jeanette E. Faust 512 West South Street Carlisle, PA 17013 The original Return Receipt, number P23 0186389, is attached hereto and made a part hereof. Dated: ~ 2.5, /'18( ose h A. Layrna KILLIAN & GEPHART 218 Pine Street P.O. Box 886 Harrisburg, PA 17108 (717) 232-1851 Attorneys for Plaintiff I f- l. I I t Ul:i1 .::::> ~...:I ...:1>< P< 01 z- Z~CJ) O~:z ~P<~ "" - o -P< U;"<~ 80 ~..... OSI o 8Uo I:<: CO :::>00'0 O~M ~~~ :1: ~ L/1 8$ ZOO HCJZ ~ 0 03 pf,; ~ ~I~ ,;:;.;u ....,(') -..',,' ~o ~O~I' :::l 'I";) ("(~ , 11:0 - :1..1'1 'C .0 (- .;~ :p, ." ,.; ','J ,. J:>. ::J -> c~q ,', " - l ", '. . U ;;: H Ul ~ .~ (5 :!1 ~ ~ ,,: H ~ ~ E-< >< ~ Ul ~ ~ P< .... .... ...! .jJ ~ ...! Cll .-l P< :> ..... ~ Cll 'tl ~ OJ .... OJ Q ~ U H :> ~ w Ul r>. o w 8 .::: U H r>. H t: ~ U al o E l- II <( ~ ~ J: Z o Q.::i ~ ~ W L.l ~ ~ In ~ ~ 11) t.. Villa) Z ~ .x "z x Zw 4: l.(J _ 0 oJ Q.1lI Q. W Z ~ ci I: <( 1\1 a:: ~ - :> ..J III ..J III ([ ~ It 0( :t l'-< Ul ::> .::: r>. (I) Cl ...:I o ~ ..: :!1 '. '-' ~ BELVEDERE MEDICAL CENTER 850 W:~LNUT BOTTOM ROAD CARLISLE. PENNSYLVANIA 17013 FAMILY PRACTICE 72 PHONE :!43oUUIS ROBERT A. HOLLEN. M. D. HAROLD G. KRETZING. M. D. March 10, 1981 Re: Harold S. Faust Forest Park Nursing Horne Cumberland County Courthouse Carlisle, Penna. 17013 Attention: George E. Hoffer Dear Honorable Hoffer: This letter is written in response to your request that I examine H~rold S. Faust, a patient at the Forest Park Nursing Horne, to determine mental cornpentancy. I examined Harold Faust on March 3, 1981 and my examination concluded the following: The patient just sits in a chair constantly chewing with his tongue protruded. He moves his arms aimlessly around and does not respond to a spoken word. The patient was given a pen and asked to write his name. There was no response and he held the pen in an awkward manner making no attempt to get a correct position of his hand. He then let the pen drop to the floor. This patient appears mentally incompetent. I will be examining the patient again before the hearing scheduled for ~larch 13, 1981. sJr~rej' J/.___.. t:::ft G: 1<~"~~\'rng, tLD. crny cc: Joseph A. Layman, Jr. Wayne F. Shade n 05 ,.,r ",::0 C,..,.., ~ ._X 1','" ..: t3~~ ","" ::co ...0 '"'0 ~:)~ .". ~. -~1 .;(. ~~ ~ ",' .~ ..... .-:=> r..:lH i:~ :~; ... H:>i ,. . . ~ -0 <ll P<l!l . 4-l -l-' Q .' ~Z U 4-l !:: -,t') l- .., Z~O :2: '.-1 rj a: :,;, ~ Or.:lH H -l-' 'tl <( ..' ~ ~p.,~ ~ !:: ~:r: z - '.-1 Ql o a.. ~ ~ o -:> l!l nl .... U:>iH ~ r-i Ql P:: ~ W::: ~ 80 p., 0 r..:l !!: C> ~ to 1fI ~Z 0 [-< 0 II. In II) z 0::>8 - Ul P:: . z - ~ ~ ~ ~ 1&1 OP:: ~ 0 E-tU::> Z . .J G.1II D- P:: 0 ..: > ~ wZ!!! ci ::>OU H ~ <( N a: O~ ~ ~- :J U - r..:l Ul ..J m r..:lt;=l~ E-t ..J III >< 0 ~ ~ :I:r..:l"" 0:1 H a: < (-4 t:Q ::: l!l g ~ ::;:~ r..:l :2:::> ~ r'l: HUO p., :r: '-, co. t.- ~, .-'~.,-... WAYro: F. SR"~ Attom.,. at LIw . loath Ru.O\W 'treet Carll.I., PoatLIrtvaol. 17013 . PRESBYTERIAN HmlES, INC., Plaintiff IN THE COURT OF COMMON PLEAS OF CUHBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION vs, HAROLD S. FAUST, Defendant NO. 566 ORPHANS 1980 AND NOl~. ORDER OF ~ ~ this .J.lt day of (J~' 6/ , 1983, upon of the within Petition and upon motion of Wayne F. consideration Shade, Esquire. Attorney for Petitioner Faust. it is hereby ordere and decreed that a hearing upon said Petition be held on the .)/t. day of tilT"",r ,1933. at '1:3) ftM., in Court Room No. ~ . Cumberland County Court House. Carlisle, Pennsylvania. It is further ordered that notice of the hearing be given in accordance with the requirements of Local Orphans' Court Rule 51.2(a). By the Court. J. ....~ vI, J..~.G .~;~~i U;:9 PRESBYTERIAN HOMES, INC" Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PE~INSYLVANIA ORPHANS' COURT DIVISION vs. HAROLD S. FAUST, Defendant NO. 566 ORPHANS 1980 PETITION FOR COURT APPROVAL IN INCOMPETENT'S ESTATE TO THE HONORABLE, THE JUDGES OF SAID COURT: 1. Petitioner TliE COMMONVIEALTI-J NATIONAL BANK with offices in Carlisle, Cumberland County, Pennsylvania, is the Guardian of Harold S. Faust who was adjudicated incompetent by Order of Court herein dated April 9, 1981, a copy of which is attached hereto as Exhibit "A" and made a part hereof as though fully set forth. 2. Petitioner JEANETTE E. FAUST, an adult individual and the wife of the said Harold S, Faust, resides at 512 West South Street, Carlisle, Cumberland County, Pennsylvania 17013, 3. Petitioner PRESBYTERIAN HOMES, INC., is a nonprofit corpora- tion organized and existing under the laws of the Commonwealth of Pennsylvania with its registered office at Dillsburg, York County, Pennsylvania 17019. t, . WAY". F.5H.\OE Attona.,. at La... I loath RaII09ultnet ;Carllll., Pllu,.,.lvaala 17013 Petitioner JEANETTE E. FAUST was born February 9, 1911, and is in good health; and Harold S. Faust \~as born Decew.ber 28, 1904, and is in serious ill health although not in evident danger of ..., ~ I, ";__0"0 ;'.:Gl \;.)J WAY1Q F.SfUOf: AttOnI~ at lAw I a-th Huor..ltnct CarUal.. PIHUIl7....ta 17013 (a) Petitioner Presbyterian Homes, Inc., will provide lifetime care for Harold S. Faust, a copy of an agreement for lifetime care being attached hereto as Exhibit "B" and being made a part hereof as though fully set forth: (b) Petitioner Jeanette E. Faust will within ten (10) days from the date of approval of this compromise settlement join with Petitioner The Commonwealth National Bank as Guardian of Harold S. Faust in the private sale by general warranty deed of the fee simple interest in the real estate and the improvements thereon erected owned by Petitioner Jeanette E. Faust and Harold S. Faust as tenants by the entireties, said real estate being located at 512 West South Street, Carlisle, Cumberland County, Pennsylvania, and being more particularly bounded and described in Cumberland County Deed Book "C", Volume 21, Page 662, dated and recorded February 15, 1964, as follows: ALL that certain messuage and lot of ground situated in the Borough of Carlisle, County of Cumberland and State of Pennsylvania, bounded as follows: On the North by West South Street: on the East by land formerly of Maye C. Brougher, now M. C. Stayer; on the South by an alley: and on the Hest by an Alley. CONTAINING forty (40) feet in front on West South Street, and extending in depth one hundred sixty (160) feet to said alley on the South. HAVING THEREON ERECTED a 3-story brick dwelling house known as No. 512 West South Street, and other - 3 - .' . I '" ( . .: r.~ .) .... ~h .L.....~.... .. ;~iJr. l.l...,..... I I I I I I i I I I , , ! improvements. BEING the same premises which George A. Ironside and Mabel G. Ironside, his wife, by their deed dated October 2, 1944, and recorded in the Recorder's Office at Carlisle, PA, in Deed Book "X", Vol. 12, Page 80, granted and conveyed to Nora M. Goodyear, the Grantor herein. .' (c) Petitioner Presbyterian Homes, Inc., will execute a lifetime lease to Petitioner Jeanette E. Faust under which the tenant will have the responsibility for the real estate taxes, snow removal, lawn care and any maintenance which she deems necessary but will not have the responsibility for any insurance Coverage, a copy of said lifetime lease being attached hereto as Exhibit "c" and being made a part hereof as though fully set forth (d) Petitioner Jeanette E. Faust will pay to Petitioner Presbyterian Homes, Inc., on the ninth day of the first month afte approval of this compromise settlement, a lump sum to be computed at the rate of $540.00 per month from September 10, 1979, through the date of payment of said lump sum together with interest upon each said monthly payment fron the due date thereof to the date of payment of said lump sum at the rate of ten (10%) percent simple per annum; (e) Petitioner The Commonwealt~ National Bank will pay to Petitioner Presbyterian Homes, Inc., the sum of $540.00 per month beginning on the tenth day of the first month after. approval of this c.ompromise settlement and continuing for the balance of W'T~IF.SH'Dt: the natural life of the said Harold S. Faust; Attoraerat Lnr 'Iocru. Haaonr'tr.1t C.rll.,., Poo'''''14'' 17013 _ 4 _ ........," , .. ~-.. :.r'(-: ('lr.,.) ...1;....-." . I~t.:t h_'J (f) Petitioner Jeanette E. Faust may retain the accumulations of the income of Harold S. Faust through the date of Court approval of this compro~ise settlement; and (g) Petitioner The Commonwealth National Bank may pay to Petitioner Jeanette E. Faust for her separate maintenance all monthly income of the said Harold S. Faust in excess of the $540.00 per month payable to Petitioner Presbyterian Homes, Inc., any additional expenditures for the care and maintenance of the said Harold S. Faust and reasonable guardianship compensation of Petitioner The Commonwealth National Bank. 10. Petitioner Jeanette E. Faust and the said Harold S. Faust have no children. 11. Petitioner Jeanette E. Faust is the sole legatee under the Last Will and Testament of the said Harold S. Faust. 12. Affidavits of Gary L. Shulenberger and Robert A. Suloman regarding the value of the said real estate are attached hereto as Exhibits "D" and "E" and made a part hereof as though fully set forth. 13. The physical and mental condition of the said Harold S. Faust has not improved from that described by Har.old G. Kretzing, M.D., in his report of March 10, 1981, which was offered at the Wn...F. SH.... incompetency hearing herein and a copy of which is attached hereto Attomer at lAw i Iot:dI KhO'tlr'Str.et Carllal., Peana,lvula 17013 - 5 - ....~ "''' ...',.." l"'-'~ ..Lj,..\..; il~IVL h~'1: WAYI'rS F. SnAPE Attor:a.,.tLaw . I..th HlDO'Ilf' .treet ClrUII.< PMu,tvaala 17013 as Exhibit "F" and made a part hereof as though fully set forth. It.. Petitioners believe and therefore aver that the differentials between the actual monthly expenses for the care of the said Harold S. Faust and the a~ounts paid and to be paid are such that the proposed private sale of said real estate woul.d be for the benefit of the said Harold S. Faust. order, as follows: \o1HEREFORE, Petitioners request that your Honorable Court (a) That the said compromise of the action pending in this Court at No. 3873 Civil 1979 be approved under the authority of 20 Pa. C.S.A. ~552l(l6); (b) That payment by Petitioner The Commonwealth National Bank, of the monthly income of the said Harold S, Faust in excess of the $540.00 per month payable to Petitioner Presbyterian Homes, Inc., any additional exnenditures for the care and maintenance of the said Harold S. Faust and reasonable guardianship compensation of Petitioner The Commonwealth National. Bank, to Petitioner Jeanette E. Faust, be approved for her separate maintenc.nce under the authority of 20 Pa. C.S.A, ~5536; and (c) That the proposed private sale be approved under the authority of 20 Pa. C.S.A. ~552l(23) upon notice as provided under Local Orphans' Court Rule 51.2(a). Respectfully submitted, .........1. -,,-~.0 ;';ll(ll '];2j t{/~~~ Hayne . Sha e Attorney for Petitioner Faust - 6 - COHNONHEALTIl OF PENNSYLVANIA) SS. COUNTY OF ) On this, the ~1~day of June, 1983, before me, a Notary Public in and for the Commonwealth of Pennsylvania, personally appeared ~BEE.:rK J?CtT;;~€L , \AilE ~E-':', ~ T~-:r J-,1A/JA<1C1!of the Commonwealth National Bank, who, after being duly sworn according to law, deposes and says that he has read the foregoin~ Petition and that the facts contained therein are true and correct to the best of his knowledge. information and belief. Sworn to and subscribed before me this ?-7i~ day of :fUt-Je: . 1983. ..'.. \ .~ ' ,: '.. ,()1 I ) \: ,\:.... .. i)), )~t4' I rw. ; Yl1.!> / "'" ..t... -- ..:/;~i>;" '- '8~ijB~ f,llm KRAMEU. NOTARY ualle .; : 'lj.'e':: "." :t!W~_f,BORO. CUMBERLAND C1lUNTY _: ;:. '(. :1i::;~(OitM;SSiOH EXPIRES IIAT 19,1986 . " '. ,.,., ' ',"','i1lirr ,Bea",I"nl' Association oIllolOfM :~) '. \ .... ' ......,.....:"':.: .', '.... "(\:-.' 'I.. ..:~~<-~ t:J./!{?' WATJfK F. SH.'DF. Attorn., at La", .. Iwtts Huonr Street CuU.lo, PlMul.7'Iv~la 17013 :. '" r ," . .)....~ '1 ......". ...:......:.v [,.jut \),..:0 '. ..'", !" ...~ "3, ,> ". Agrecmcnt for the care of Harold S. Faust by Presbytcr ian Homes, Inc. WHEREAS, certain disagreements arose between Presby- terian Homes, Inc., and Jeanette E. Faust, the responsible party for Harold S. Faust, for payment of the cost of care provided to Mr. Faust as a patient in the Forest Park Nursing Horne, a facility owned by Presbyterian Homes, Inc.; and WHEREAS, Presbyterian Homes, Inc. filed a Complaint in Assumpsit on August 28, 1979 in the Court of Common Pleas of Cumberland County, docketed to No. 3873 Civil 1979, in- cluding a claim of $10,368.43 and alleging a breach of agreement for the cost of said care; and WHEREAS, the parties desire to compromise and settle the issues in question, to provide for reimbursement to Presbyterian Homes, Inc. for part of the cost of care pro- vided to Harold S. Faust, and to assure the provision of care to Harold S. Faust for the remainder of his natural life; and WHEREAS, Harold S. Faust was adjudicated incompetent by Order of the Court of Common Pleas of Cumberland County, Pennsylvania, Orphans' Court Division, on April 9, 1981, at which time Commonwealth National Bank, with offices in Carlisle, Pennsylvania, was appointed his Guardian; NOW, THEREFORE, the parties hereto, being Presbyterian Homes, Inc., Jeanette E. Faust, and Commonwealth National EXHIBIT "B-1" - . Bank, Guardian of Harold S. Faust, intending to be legally bound hereby, agree as follows: I. Harold S. Faust is presently a patient at the Forest Park Nursing Home, a facility owned and operated by Presbyterian Homes, Inc., in Carlisle, Pennsylvania. Pres- byterian Homes, Inc. will provide care for Mr. Faust for the remainder of his natural life as long as it is practical and medically proper to provide the level of care allowed by this facility or any other comparable facility owned and operated by Presbyterian Homes, Inc. 2. In consideration of providing such lifetime care to Mr. Faust, Commonwealth National Bank agrees to pay the sum of $540.00 per month from the assets it manages on behalf of Mr. Faust. 3. The balance of the cost of care for Mr. Faust shall be subsidized by Presbyterian Homes, Inc. in con- sideration of receiving a fee simple interest by a general warranty deed in the real estate and improvements thereon owned by Jeanette E. Faust and Harold S. Faust as tenants by the entireties, located at 512 West South Street, Carlisle, Cumberland County, Pennsylvania, subject to a lifetime lease to Jeanette E. Faust, together with a lump sum payment by Jeanette E. Faust to be computed at the rate of $540.00 per month from September 10, 1979, to the date of payment of said lump sum, together with interest upon each said monthly payment from the due date thereof to the date of payment of -2- EXHIBIT "B-2" said lump sum computed at the rate of 10% simple interest per annum. 4. The agreements and obligations undertaken by the parties hereto shall become effective for Presbyterian Homes, Inc. and Jeanette E. Faust on the 9th day of the first month after approval of a compromise settlement of the above referenced lawsuit by the Orphans' Court Division of the Court of Common Pleas of Cumberland County and for Commonwealth National Bank as Guardian on the 10th day of the first month after said approval. The obligations of Presbyterian Homes, Inc. and Commonwealth National Bank shall continue for the balance of the natural life of Harold S. Faust, except as may otherwise be deemed in the best interest of Mr. Faust by order of court. 5. The cost of care provided to Harold S. Faust is defined as the total cost of his room and board, medications prescribed by physicians, and the items and services re- qui red to provide for his personal health care, including such services as a podiatrist and barber, and such personal care products as are generally required by persons in his physical condition. IN WITNESS WHEREOF the parties hereto, individually and by their duly appointed corporate officers, execute this Agreement and apply their respective seals this day of , 1983. ATTEST: PRESBYTERIAN HOMES, INC. By: EXHIBIT "B_3" -3- (SEAL) ATTEST: COMMONWEALTH NATIONAL BANK, Guardian for Harold S. Faust By: (SEAL) WITNESS: (SEAL) Jeanette E. Faust -4- EXHIBIT "B-4" LEI\SE This agreement made this day of 1983, between Presbyterian Homes, Inc. (hereinafter Lessor) , and Jeanette E. Faust (hereinafter Lessee), WITNESSETH, that the said Lessor, in consideration of the terms and covenants hereafter mentioned, does lease unto Lessee to be used as a single family dwelling, the premises situate in the Borough of Carlisle, County of Cumberland and Commonwealth of Pennsylvania, described as follows: A three story brick dwelling house known as 512 West South Street, Carlisle, Pennsylvania. To have and to hold unto the Lessee, subject to the conditions of this agreement, for the term beginning on the 9th day of the first month after approval by the Court of Common Pleas of Cumberland County, Pennsylvania, of a com- promise settlement of litigation initiated by Presbyterian Homes, Inc. against Harold S. Faust and Jeanette E. Faust on August 28, 1979, which date of court approval and compromise shall be entered hereof for the record in the space provided immediately hereafter, and ending on the date of death of Jeanette E. Faust or on the date she disclaims her right to live in the premises or on the date she, or a duly appointed guardian, removes herself from the premises with the intention of not returning, such intention to be in writing and presented to the Lessor, whichever date shall first occur. EXHIBIT "C-l" , .., ." In consideration of the compromise settlement of the above-referenced litigation, Jeanette E. Faust will pay to Lessor on the 9th day of the first month after approval of said compromise, a lump sum to be computed at the rate of $540.00 per month from September 10, 1979, through the date of payment of said sum together with interest upon each said monthly payment from the due date thereof to the date of payment of said lump sum, computed at the rate of ten (10%) percent simple interest per annum. As a further consideration for the use and occupancy of said premises Lessee hereby agrees to faithfully keep and be bound by the following covenants, conditions and agreements: I. Said premises are to be kept and maintained in as good repair and condition as at present, including the re- sponsibility for snow removal, lawn care and any other main- tenance which Lessee deems necessary. 2. The premises are to be kept in a clean and sani- tary condition and all ashes or other garbage which may accumulate thereon during the time of this Lease are to be removed, and in case of failure to remove the same, the Lessor may collect as rent due and in arrears double the cost of removal. The water, lighting and other services for the use of the Lessee of the said premises furnished by any public service company during the said term shall be paid for by the Lessee. EXHIBIT "C_2" -2- , r 3. Nothing shall be done upon said premises contrary to the conditions of the policies of insurance upon the building thereon whereby the hazard may be increased or the insurance invalidated. Lessor may provide such insurance coverage as is necessary to protect its insurable interests. Neither the whole nor any portion of the said premises shall be sublet, nor shall this Lease or any interest therein be assigned, nor shall the Lessee indulge in or permit any nuisance or unlawful acts of business to be carried on upon the premises at any time. 4. Lessor expressly reserves the right to enter upon the premises at reasonable times for the purpose of making necessary inspections or repairs. Lessee is required to pay the real estate taxes assessed annually against the property upon presentment by Lessor of the tax notices received. Upon presentment of such notices payment shall be remitted to Lessor within thirty (30) days in order to make timely payment of such taxes by Lessor. 5. upon the breach of any of the covenants or agree- ments of this Lease or upon its termination by forfeiture, disclaimer or written notice as provided herein, the parties may amicably terminate the lease agreement, or, adjudicate their legal rights at law or equity as is appropriate. 6. It is further agreed that the terms and conditions of this agreement and Lease shall in no way be changed or -3- EXHIBIT "C-3" .. altered except by a writing signed by all the parties here- to, and this agreement shall be interpreted according to the laws of the Commonwealth of Pennsylvania. 7. The conditions of this agreement shall extend to the heirs, executors, administrators, successors and assigns of all the parties hereto. B. This document shall not be recorded in any office of public record. IN WITNESS WHEREOF, the parties aforesaid have hereunto set their respective hands and seals the day and year first above written. WITNESS: PRESBYTERIAN HOMES, INC. By: WITNESS: Jeanette E. Faust -4- EXHIBIT "C-4" Office 243.6195 GEORGE L. EBENER AND ASSOCIATES REALTORS APPRAISER - SALES - PROPERTY MANAGEMENT 139 WEST HIGH STREET CARLISLE, PA. 17013 June 7. 1983 hlayne F. Shade 5 South Hanover St. Carlisle. PaD Dear Mr. Shade: I'am a licensed Real Estate Broker. Licensed by the Commonwealth of Pennsylvania. and have been actively engaged in the real estate business for the past nine years in the Cumberland County area. I'am thoroughly familiar with real estate values in this area. On Friday. May 27th 1983. I inspected the property located in the Third Ward of the Borough of Carlisle. Cumberland County. pa.. more co- mmonly known as No. 512 West South Street. Carlisle. Pa.. to determine my opinion of its fair market value as of the date of my inspection. This property is located in an area zoned R-2 medium density res- idential dastrict. It was acquired by Harold S. Faust and Jeanette E. Faust. his wife on 15th of February 1964. as recorded in the office of the Recorder of Deeds for Cumberland County in Deed Book "CR. Vol. 21. Page 662. It is assessed at $4270.00 for the building and $1190.00 for the land. making a total assessment of $5460.00 for tax purposes. LAND & PROPERTY DATA The lot fronts 40 ft. on the souths ide of West South Street and the eastside of a public alley and extends 160 ft. in depth to public alley. West South Street is a typical street havi;lg macadam cartway lined with curbs and sidewalks. The two public alleys are also mac- adam. Utilities to the property include public water. sewer. gas. electric and telephone. Other land and property improvements include concrete walkway leading from West South Street to the front concrete porch {Approx. 8'x25'}. The lawn is well established with shrubs and trees which compliment the property. EXHIBIT "D-2" Page 2. Re: 572 West South Street BUILDING DATA The above described lot is improved with a two and one half story dwelling house, measuring approx. 3D ft. by 3D ft. The exter- ior of the house is brick with wood soffitts and galvanized gutters and downspouts. There are triple track storm units and screens on the windows on the 1st and 2nd floor only and storm doors on the ex- terior doors. The dwelling has asphalt shingle roof, with tin roof, on the front and rear porches. Entrance to the house is from the front porch which opens to a foyer and hallway with guest closet. The floors in the foyer, hall, living-dining room and den on the 1st floor are hardwood which are not the orginal floors. There are plas- ter walls and ceilings throughout the dwelling which have been painted and wallpapered. A archway from the foyer gives excess to the den in the front West corner of dwelling. The den has built in bookshelves. Also an archway leads to the large living-dining room combination which runs from the front to the rear of the East side of the property. There is a brick fireplace in the living room area and french doors in the dining area which leads to the wooden rear porch. The kitchen has entrance way from the dining room and a interior door leading to the basement and exterior door leading to a rear flag stone porch. The kitchen floor is linoleum, cabinets are wood with formica counters and splash guards, double stainless steel sink, and electric range. There is no built in appliances such as dishwasher and disposal. A stairway from the hallway leads to a landing and continues to a large landing on the second floor. The walls on the stairway and the landings are panelled. The bathroom has linoleum floor, vanity with porcelain sink, porcelain tub with ceramic shower stall. The walls are ceramic tile and wallpapered. A door from the bath leads to small second floor balcony. The large landing on the second floor has pine wood floors and gives excess to the two bedrooms, also with pine floors. The small bedroom over the den area has small closet and the walls are papered. The large master bedroom which is the same size and over the living- dining room combination is large enough that it could be with some mod- ifications two bedrooms. The walls are also papered and there is a closet. A door from the second floor landing leads to the third floor area. Approximately three fourth of this area is a finished room with wood floors, walls and ceiling are papered. This area however is not heated. The remaining area is attic type storage. There appears to be fiberglass insulation in this attic and storage ronm area. EXHIBIT "D-3" Page 3. Re: 572 West South Street The unfinished basement under the entire dwelling has excess from the kitchen~ side entrance on the West side and metal outside cellar doors on the East side to the cold storage area of the base- ment. The walls are stone~ the floor is concrete. There is a half bath built in the South West corner of the basement~ with commode~ sink~ and no vanity. The floor is linole~m and the walls painted stone and drywall. The basement houses the hot water furance with two zones that has been converted from oil to gas. There is a 3D gallon gas hot water heater and hook-up for washer~ however th~re is no hook-up for a dryer. The plumbing is copper~ and the electric ser- vice is a 60 amp. fuse service. which is probably adequate because of the use of natural gas. The property is in very good condition~ both structurally and cosmetically~ with the exception of some exterior painting needed to the already painted bricks~ trim~ gutters and downspouts. The absence of a garage and at present even off street parking has some bearing as well as being presently only a two bedroom home. Taking this into consideration along with the excellant location. it is my opinion the fair market value as of May 27th is $73~500.DD. I have no interest of any nature whatsoever in this property. This opinion is given by me voluntarily and without liability on my pa rt 0 V4~ Gary L. Shulenberg~ALTOR GLS Ids Encls: Photo EXHIBIT "D-4" WAvn F. SU,\DIt Attoral7 at Law . hlth Huonr StrUt ClrUII.. PeAtlI,.lvlal. 17013 AFFIDAVIT CONMONlolEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) ROBERT A. SULONAN" being duly sv'orn according: to lav.', deposes and says that he is the licensed real estate broker referenced in the attached appraisal of real estate known as the Harold S. Faust property at 512 West South Street, Carlisle, Pennsylvania, and tha the facts set forth in said appraisal are true and correct to the best of his knowledge, information and belief. <::'J4'~ 'Ro ert A. S'u Or.1an,' Swart:, to and subscribed before me this o?~6t.day of r 1983. /c N l. EWiNG, Norory F,I:J:C arlislt. Cumberl.snd Co., Pi. My Commir.sion Expir.. April 7, 1956 EXHIBIT "E-l" 'Revere 'Real Estate 115-119 Welt 1(18" Sf. Carll.le, 1>a. 1'013 An ,Appraisal Of Ileal 2st.:te YJ'lDt,,'l1 i~S The Harold S. Faust Propcrtr !~t 512 :-[(!~t SoUti1 Street, Carlisle" PennD~.lvania. Prepal""ed For ~:~j71(; F. Shade, Esquire, Attorney For i.ir. i:,nd l;rs. Harold S. F~ust. Submitted By ilobert ;" St:lolClan, Licensed Real Estate Broker. \' ,(' .~ l;.' EXHIBIT "E_2" ;..: :;~. ",.; ...~}' T. J: ':If ')$ ,~ ~, 'Revere 'Real Ettate 115.119 Wut 1(lSh Sc. <:arllllr, t'a. 1'013 Li~itin6 Condition:. of ThiG Appr~isal 1. Th~t the titl(] tv ~ubj(;ct property i~ mru']:etab1c. 2. That no respon5ibilit~,.- is asm.1Iiwd by the appraiser for l~Sn.l matters affectirle title to the property. 3. That the le[;&l descri.ption on record is ccrrect. Furpose of :\pprl.:isal: To Deterninc r.7a:-kct Valll~ e.~ of June 6, 1983. lJ;arkct Value: lr.:i.rkct va.lue is defjnsc. e.~ t:le 1JOSt reasonable or ;orob:lblc ::ricc cstk,ated in tcrr.1S of money ..;hich " propcrt3' >;ill br:.ng if E'xposed for sale in t.ll e OpE:-~ r:l?-xkct al101,;int; a reason;lble period of time to fil;c; a pUI.chaser ..!ho buys ",ith full lmm:lcd,::e of all tiJ(; US8S to ",hich the property is adapted ar.ci fer ,...hich it :is capable of beinG used, n.nGtunin;: norJ.1al market conditions exist. EXHIBIT "E-4" 'Revere 'Real Estate 115-119 Waf 1llSh Sf. Carll.le, 'II.. 11013 u.,G,~, D~~GiCP'rIOl\ ,Ill that certain r.le~suaGc r~,d lot of ;.:r,-,unc1 situ2.t.ed in the Borouch of Carlisle, Count;)' of Cur.lbcrlr:nd ,:.r:d st~c'.te of Pennsylvania, bounclec. ~s follol':n: On the Harth bJr !','est South Street; on the ~;lSt b:.r In!ld formel'l~r of f,raye c. BrouGh~r J no\; >__ C. ,St.a:y"cr; on th~ South b? G.n ;:.llc;;t; anc. on the \';est by an ,'..lley. Gont.1ininz; fort:, (~.O) feet :in front on Hest South Street, ar,d extel:din~ in depth one !1undred si."Cty (160) feet to said ::.llE'Y on thf:' Scuth. HDV:1.n~ thereOE erected ~ 3-stor,y brick d\.'elli'''1[ 11'Ju~~8 ~:l1~~7~ ~)c. Lo. 51 ~ ~.:.€<.;t Sou,t.l1 ,~;tr'!8t, and other inproverr.eT:ts. PHYSICAL !1i:SCiEPTI,.i! ..:.. tr?.ct or lc....,~.l ~s ~:escribed above l;ring on the South SJ..u.e of :lest South Str~et. Be~n= ~~ excellent residential nei:hborhood cloRe to the Carlisle H05?itd, Dickinsr:n C011~::e, ret;dl stores ,end orofessional services. S;;.id tr"ct is served b e.ll Carlisle BorouGh utilities. Subject tr1lct is improved ;';Hh a 2~ story brick dNelline that iJeaSUres th'h...ty feet b~r tIlirty f::::et, mOl"'C or less. Therefure, ehch of the fi!':Jt {"',m~ secr;n:::! floors nrcvicle a~nrox:ir.latelv 900 feet of livin.; E,p:Jce, ~.r.d the thir.- le\rel" ~lt:lOU.~h n~t heated," is pe.rtiallJ" finished Il:~". ,",c\lld ;orovide ax, a.dditional hOO feet, :nore or less, of living space 1,.d.th a. IHorif':rz:te ex)cnditure. The interior layout consists of z.n entr;;nce hall" der:., kitchen, livinG room nnd djnj.ng room on the first level. The second level provides a land inS type roc;n, miister bec.roo::l that is c}..ite larGe and could ""sily be converted to tHO st~nd"rd size roeDs, a second bedroom, and a larGe bath "~ith access to a balcony. The ti.ird level "r.s colready been described 5encr1l11y. Hore Specific Data: Baser.;ent: Furnace: Electric: Full, concreted" loc2.tion of a hill bath, outnice access. Ge.z hot. ~',.2.tE:r r;.Y;..~te!::. 1\:0 Tp.r.lpBrt~ture centrol 7..')nes. 60 am::, ci!.~2cit~,.. 7u:::;e t;r?e E~rstc~. /.ppe~rs ,";(lequate but should be up~raGcd to 100 a~ps. Plumbin.:;: ,',de<;u~te, nostl~' copper. Insulr.:.tion: Dase:r..ent ~.J~d third. floor. ."tcequate. Roof: Asph?lt. G-ood condition. SpoutinG: Good. Extra Features: Overall Pirc111ace :"'1'1 the .I J..vu:[ room. l"lz~gstone !'Joreh tr, t.he rcr,.l"'. 1,;icel~~ It.i.lH!f,c~.ped lot. Ofr stree.t p<irki..~c. eO!lGi tion of the pr(;pGrt:!' i~ e:-::cellcnt. EXHIBIT IE_5" I I , , I I , .", ~,,"~._' . 'Rewre 'Real 'Estate IlS.1l9 Welt "ISh Sr. Carll.le, 1'a. 1'013 J\pproc.ch To Value ;3~r The I.:ark;:,t .r.ppY'o,~ch 'I'ho follo~'::~llf: rcp~"'c::;(mts cf_'j"l'~-Ir;.~blc:: prorv:rticf:" ~,nc valuf;s: 1. Sold for 71, coo on June 30, 1982. 268 South Hest Street, Carlisle. Victor li1l.rma a.'1d ;crdis I1elson to Kim Company. 2~ story brick. 3 bedrooms, bath ar.d a heU. aCffiodeled interior. Sli"htly older than GubjGct propcrt:!. 2 Cc?.I' [.::.r::je. SiJ':til2.r nei~hborhoocl. 2. Sold for 68,000 on April 28, 1982. 54 Parker Street, Carlisle. Ho"ard Fi[ller to Robert B. Hosenkranz. 21 story brick. 4 bedrooms, 2 baths. Si~lil;,r in architectural stJ'le, location and period. Garaee. 3. Sold fur CO,OOO Or! October 20, 1982. 225 Com-lay Street, Carlisle. \'ial'ren CoolidGe to Eal'Y P. Sandels. , 2~ stor;; brick. 3 bedrooms, bath and a he.lf. Garage. Simil;.~.r size, architectural st:vle, loca.tion <.:nd period. 4. Sold on June 12, 1981 for 66,000. John B. Lane to ~:illii'""' K. Salor:lone. 2;'; story brick. 3 bedrooms, 1 bath. Sir:~ilc':.r:11 size, st~rle and loc.?.ticn. GL'..ri.::.:;e. EXHIBIT "E-6" , r WAyrq P. ~H.\D<< 4ttom.,. at lAnrr .Io.th 1f......ltrMt Ual., ....naFlvwa nOls PRESBYTERIAN 1I0~1ES, INC., Plaintiff HI TIlE COURT OF CONNON PLI~AS OF ClJtlBERLAND COUNTY, PFNN~YLVANrA ORPHANS' COURT IJIV]~l(JN Vti. HAROLD S. FAUST, Defendan t NO. 566 ORPHANS 1980 ORDER OF COURT --------- AND NOly, this day of , 1983, upon consideration of the within Petition and upon motion of "Jayne F. Shade, Esquire, Attorney for Petitioner Faust, it is hereby ordere and decreed that a hearing upon said Petition be held on the day of , 1933, at .M., in Court Room No. Cumberland County Court House. Car.lisle, Pennsylvania. It is further ordered that notice of the hearinA be given in accordance with the requirements of Local Orphans' Court Rule 51.2(a). By the Court, . I J. W,\\'NE F. SII,\IlE "TTCJlINt:'" .\T L"w S SnllTlI U,,:o;nn:1l SlIlt:t:T CARLI!<oU:. l't;NNSHHNU 17013 (717) 243.58.18 July 1. 1983 Honorable George E. Hoffer, J. Cumberland County Court House Carlisle, Pennsylvania 17013 f\L-tL Dear Judge Hoffer: Presbyterian Homes, Inc. v. Faust No. 566 ORPHANS 198 As you may recall the above matter in which you issued a decree adjudicating Hr. Harold S. Faust incompetent on April 9, 1981, the purpose of this letter is to request that the notice requirements be limited to the customary advertisement in lieu of posting the property and placing handbills in various public spots in the neighborhood. We would request this procedure in this case in which we believe that all parties in interest are parties to the Petition in an effort to protect the sensitivity of Mrs. Faust who is and will continue living in tee property. We would also welcome any other suggestions which you may have in this respect. Very truly yours, a/~ Wayne F. Shade WFS/crs 0.. ," WAYNe F. SHADE Attorn.,. at Llw S SOllth Hanonr Strut Carll.I" PeDIl,,.lyanla 17013 " .'. , PRESBYTERIAN HOMES, INC" Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION .._-_.-' - ----....~.'.l~.i{, vs. HAROLD S, FAUST, Defendant NO. 566 ORPHANS 1930 AFFIDAVIT CO~~ONWEALTH OF PENNSYLVANIA) SS. COUNTY OF CUMBERLAND ) HAROLD G. KRETZING, H. D., being duly sworn according to law, deposes and says, as follows: 1. That he is a duly licensed ~edical doctor authorized to practice in the Commonwealth of Pennsylvania; 2. That he examined Harold S. Faust, Defendant in the above captioned matter, on July 7, 1983; 3. That the only change from status of said Defendant from the previous examination by Affiant on March 3, 1981, is some probable deterioration in the mental/physical status of Defendant due to time and advancing disease; 4. That Defendant does not respond at all and gives no indication that he is aware of the presence of the exa~iner; 5. That during the examination, Defendant sat with his arms and hands flexed, had his head turned to one side, had constant chewing motions of his mouth with protrusi.on of his tongue and showed no exhibition of any intellectual reasoning or response in any way; ,;:;- 6. That Defendant remains totally mentally incompetent w1.th a prognosis that his mental condition will not improve and that hi '" J '~i; ;>~ l '~ ;>t;' ~,,,..... "",~ Page 1 of 3 Harold S. Faust Forest Park Nursing Borre, a facility of Presbyterian Horres, Inc. Account # 20085 admitted 1/17/74 MecU.cal Medical Payrrents Date Roan Charges Services Supplies adj. Received 1974 Balance 1482.24 1-1975 728.00 24.26 19.45 540.00 2 806.00 56.16 24.95 540.00 3 780.00 33.17 23.10 (32.88) 540.00 4 806.00 33.97 37.14 540.00 5 780.00 25.23 35.63 540.00 6 806.00 44.87 39.80 540.00 7 806.00 26.57 41.16 540.00 8 780.00 21.70 39.62 540.00 9 806,00 19.50 39.84 540.00 10 780.00 20.10 38.11 540.00 11 806.00 21.20 45.74 540.00 12 837.00 20.60 37.58 540.00 Balance due as of 12/31175 $5,259.81 1-1976 783.00 18.92 43.92 540.00 2 837.00 13.70 44.39 540.00 3 810.00 27.70 33.91 540.00 4 837.00 20.50 41. 52 540.00 5 810.00 14.50 43.29 540.00 6 837.00 14.20 41. 33 540.00 7 837.00 16.50 39.68 540.00 8 810.00 13.30 42.90 540.50 9 837.00 10.00 46.86 540.00 10 810.00 10.00 51. 35 540.00 11 837.00 10.00 51. 73 540.00 12 961. 00 10.00 44.48 540.00 Balance due as of 12/31176 $9,489.99 1-1977 896.00 10.00 83.64 540.00 2 992.00 10.00 57.16 540.00 3 960.00 25.00 48.63 540.00 4 992.00 31. 00 69.30 540.00 5 960.00 25.00 62.75 540.00 6 992.00 83.47 540.00 7 992.00 81. 98 540.00 8 960.00 31. 00 59.02 540.00 9 992.00 28.25 59.30 540.00 10 960.00 28.25 45.35 540.00 11 992.00 31. 50 48.33 540.00 12 992.00 28.25 49.97 540.00 Balance due as of 12/31/77 $15,687.14 ...... Page 2 of 3 Harold S. Faust Forest Park Nursing Horre, a facility of Presbyterian Herres, Inc. Acoount 1/ 20085 admitted 1/17174 Date Roan Charges Ncdical Medical PaynEnts Services Supplies adj. Received 28.25 50.39 540.00 25.00 44.70 540.00 28.25 42.88 540.00 37.50 50.01 540.00 31. 50 46.88 540.00 25.00 50.08 540.00 28.25 51. 03 540.00 31.50 46.88 540.00 28.25 51. 97 540.00 28.25 60.62 540.00 28.25 43.28 540.00 28.25 48.07 540.00 . 1-1978 2 3 4 5 6 7 8 9 10 11 12 924.00 1,023.00 990.00 1,023.00 990.00 1,023.00 1,023.00 990.00 1,023.00 990.00 1,023.00 1,116.00 Balance due as of 12/31/78 $22,280.18 1-1979 2 3 4 5 6 7 8 9 10 11 12 1,008.00 1,116.00 1,080.00 1,116.00 1,080.00 1,116.00 1,116.00 1,080.00 1,116.00 1,080.00 1,116.00 1,240.00 Balance due as of 12/31/79 $32,109.50 15.25 15.25 15.25 15.25 15.25 15.25 18.50 21.25 18.50 15.25 15.25 15.25 49.01 55.11 50.54 47.25 53.20 59.26 58.16 61. 98 64.09 67.09 63.02 61.11 540.00 540.00 540.00 540.00 540.00 540.00 540.00 540.00 1-1980 2 3 4 5 6 7 8 9 10 11 12 1,160.00 1,240.00 1,200.00 1,240.00 1,200.00 1,240.00 1,240.00 1,200.00 1,240.00 1,200.00 1,240.00 1,364.00 Balance due as of 12/31/80 $47,861.11 15.25 15.25 12.00 20.50 4.25 16.25 12.00 22.25 16.25 12.00 16.25 16.25 50.75 48.94 54.27 57.88 62.84 72.95 80.53 80.43 80.16 80.48 69.94 69.94 . -.. ~ - Page 3 of 3 Harold S. Faust Forest Park Nursing Borre, a facility of Presbyterian Bcxres, Inc. Account # 20085 admitted 1/17/74 Date Roan Charges 1-1981 2 3 4 5 6 7 8 9 10 11 12 1,232.00 1,364.00 1,320.00 1,364.00 1,320.00 1,364.00 1,364.00 1,320.00 1,364.00 1,320.00 1,364.00 1,503.50 Balance due as of 12/31/81 $65,185.02 1,358.00 1,503.50 1,455.00 1,503.50 1,455.00 1,503.50 1,503.50 1,455.00 1,503.50 1,455.00 1,503.50 1,627.50 Balance due as of 12/31/82 $84,116.98 1-1982 2 3 4 5 6 7 8 9 10 11 12 1,470.00 1,627.50 1,575.00 1,627.50 1,575.00 1,627.50 Balance due as of 6/30/83 $94,311.69 1-1983 2 3 4 5 6 Medical Medical Paynents Services Supplies adj. Received 12.00 85.79 16.25 76.60 20.50 75.82 16.25 79.76 16.25 82.60 16.25 82.45 12.00 79.83 16.25 76.95 20.50 80.37 20.50 60.23 16.25 74.93 16.25 69.83 12.00 16.25 12.00 16.25 16.25 16.25 16.25 16.25 12.00 16.25 16.25 16.25 12.00 12.00 16.25 16.25 16.25 12.00 72.46 65.17 61.39 72.13 76.10 64.09 93.75 86.11 76.52 102.89 87.70 64.90 68.75 93.35 97.71 115.23 111.86 120.56 , PRESBYTERIAN HOMES, INC., Plaintiff IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION vs. HAROLD S. FAUST, Defendant NO. 566 ORPHANS 1980 COURT AND NOl-J, this ~RDE;R OF 1 day of August, 1983, after hearing, upon Motion of Killian & Gephart, Attorneys for Presbyterian Homes, Inc. and \,ayne F. Shade, Esquire, Attorney fer Jeanette E. Faust, and upon consent of the Commonwealth National Bank, Guardian of the Incompetent Estate of Harold S. Faust, a compromise settlement is hereby approved according to the terms set forth in the Petition for Court Approval in Incompetent's Estate filed herein on July I, 1983. It is further ordered and decreed that until further order of this Court, the monthly payment from Harold S. Faust to Presbyteria Homes, Inc. required under the terms of said compromise settlement may be made directly by the Social Security Administration to Presbyterian Homes, Inc. as representative payee, and the monthly check from the Public School Employe's Retirement System upon the account of Harold S. Faust 1I1ay be paid directly to Jeanette E. Faust. By the Court, WAYNE F. SHADE Attorncy at Law 5 Soutb Hanover Street Carlllto, Ponn.,lyula17013 , ~, . ,... ' ~ " -. \. \ ....-"1 ...__,.~ ;;.,.,t \).....,U J,