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HomeMy WebLinkAbout10-12-07 B GUARDIANSHIP OF INCAPACITATED PERSON COURT OF COMMON PLEAS OF CUMBERLAND COUNTY , PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF Cynthia N. Stager AN INCAPACITATED PERSON ACCOUNT OF Keystone Guardianship Services , GUARDIAN No. 21-07-0541 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 ::. ) ) 'J t" , " -. i I This form may be used in all cases involving the Audit of the Account of a Guardian of the Jj~tate of an incapacitated person. If space is insufficient, riders may be attached. u' INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Supreme Court J.D. No.: Name of Law Firm: Address: Telephone: Fax: Dale K. Ketner 89302 Shaffer & Engle Law Offices 129 Market Street 717 -692-2345 717-692-3554 Form OC-03 rev. 10.13.06 Page 1 of 6 Estate Cynthia N. Stager An Incapacitated Person 1. Name(s) and address(es) ofPetitioner(s): Petitioner Petitioner: Name: Keystone Guardianship Services Addres.r: 129 Market St, Suite A Millersburg. PA 17061 2. Date of Adjudication of Incapacity: Tune 28. 2007 ~ Date of Appointment as Guardian: Tune 28. 2007 ~ Attach copy(ies) ofDecree(s). * Attachment "A" 3. A. Explain the reason for filing this Account (if incapacitated person has died, state date of death, name and address of personal representative and of his or her counsel and attach a Short Certificate if available. If incapacitated person has been adjudged to have regained capacity, state date of Decree. If Account is filed for any other reason, state address of incapacitated person): Date of Death - July 20, 2007 No Last Will & Testament for Cynthia N. Stager was located. A list of closest living relatives as provided to the Cumberland County Area Agency on Aging is attached. ** Attachment "B" B. Have prior accountings been filed? .................................................................. DYes ~o If yes, state accounting periods and dates of adjudication. 4. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: First: Angie Calloway advised me she placed some of her own personal items inside the mobile home for Ms. Stager to use, she asked how she will regain possession of those items. The Petitioner has no knowledge as to who owns these items, however, from what the Petitioner observed on the one visit to the mobile home, there is very little resale value in the few items. Petitioner holds no position on this question. Second: The question is the value of the mobile home vs the removal costs, please refer to Attachment "C" . In the Petitioners opinion and from past experience it appears to be of more value to accept the offer from the Manager of the Rolo Court. The Petitioner's position is to make distribution to Rolo Court. Form OC-03 rev. 10.13.06 Page 2 of 6 Estate Cynthia N. Stager An Incapacitated Person 5. Written Notice of the Audit as required by Pa. O.c. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 6 below. In addition, notice of any questions requiring adjudication as discussed in item 4 above has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such Notice has been given. C. If any such party in interest is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.c. Rule 5.2. 6. list all parties of whom Petitioner(s) has/have notice or knowledge, having or claiming any interest in the estate, including the incapacitated person's heirs at law. This list shall: A. State each party's relationship to the incapacitated person and the nature of each party's interest(s): Name and Address of Each ParhJ in Interest Relationshiv and Comments if an" Interest SEE ATTACHMENT" J) II Form OC-03 rev. 10. 13.06 Page 3 of 6 Estate Cynthia N. Stager An Incapacitated Person B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. 7. Is the Court being asked to direct the filing of a Schedule of Distribution? ............................................................................... ~ es DNa Form OC-03 rev. 10. /3. 06 Page 4 of 6 Estate Cynthia N. Stager An Incapacitated Person Wherefore, your Petitioner(s) ask(s) that distribution be awarded to the parties entitled and suggests that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) areas follows: A. Income: Proposed Distributee(s) Amount/Proportion B. Principal: Proposed Distributee(s) Amount/Proportion To the estate of Cynthia N. Stager The balance of the cash portion and personal property The Rolo Court as proposed by the manager in attached email The mobile home free of the personal contents Submitted By: (All petitioners must sign. Add additional lines if necessary): Keystone Guardianship Services ~,{~ Name of Petitioner: Form OC-03 rev. 10.13.06 Page 5 of 6 Estate Cynthia N. Stager An Incapacitated Person Verification of Petitioner 01 erification must be by at least one petitioner) The undersigned hereby verifies * [that she Constance E. Stoneroad is tide President of the above-named name of corporation Keystone Guardianship Services and] that the facts set forth in the foregoing Petition for Adjudication / Statement of Proposed Distribution which are within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. ~ 4904 (relating to unsworn falsification to authorities). Keystone Guardianship Services b~~ad) * Corporate petitioners must complete bracketed information. Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication / Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. ,.--- Form DC-03 rev. 10.13.06 Page 6 of 6 .. , Estate of C~thia N. Stager IN E: CYNTHIA N. STAGER, An Alleged Inca~acitated Person .An Incapacitated Person IN THE COURT OF 'COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-07-0541 IN RE: NOTES OF TESTIMONY AND EXHIBITS INCORPORATED INTO RECORD ORDER OF COURl' AND NOW, this 28th day of June, 2007, without . objection on the part of the allegedly incapacitated person's counsel, Michael J. Collins, Esquire, and at the, request of Petitioner's counsel, Anthony L. DeLuca, Esquire, the notes of testimony and exhibits from the hearing held on June 7, ,2007, in this case are incorporated into today's ,~roceeding. By the Court, Anthony L. DeLuca, Esquire 'For Petitioner :mae ~o ~:o !,~" .' :"1 :I: C) , ..:!..~r- ::~05S3 -c."} C) C; C) O"T1 c:>c: : ;:0 :o~ :x> ~ c::::. :3 "D c... {g mg' . c: Q~ ,;;c '::..:3 i~g '~ ::8 ~ ___ ('J 0 v -n ..,., :x ::~: ,:n (..) ,:~:~ 0 .. .... r:". ~ ~ N' ,v~.!,.Jl, .. ~l~. ' "q "-""''.i Michael J. Collins, Esquire Court-appointed counsel For Cynthia N. Stager A TRUE COPY'FROM RECOJ:lO , In Testimony wherof, I hereunto' , set my hand and the seal"" ":' ,: of said COurt at Carlisle, PA >"" This 5"* "-day of.j,IJ.. , :0')., ~',r'" ' : (1\\wkol Qrphans .9!Jurt;~~'i:; " Cumberland County' "-', ",:,'" !~,,;{.... " ilJrr~'I-IM6.NT A ~:' .. . CYNTHIA N. . STAGER, 'An Alleged Incapacitated Person ,An Incapacitated Person IN THE COURT OF COMMON PLEAS OF. CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-07-0541 Estate of Cynthia N. Stager IN RE: IN RE: PE~I~ION FOR THE APPOIN'l'MENT OF PEmCANEN'r PLENAR~ GUARDIAN OF ~BE PERSON AND BSTATE PORStJA1ft TO. 2tE~ S. =:3 . . . SBCTION 5513 ~;g ~ ; ~:;J,: 0 :;z: .-'l~Fn N BEFORE OLBR J. .,~... -::0 co "::::,(f)~ 000 -0 ORDER OJ' CotJRT 00-" :3: 0-== ; ~ ca . AND NOW, this 28th day of June, 2007, upo~ N -J consideration of the Petition for Appointment of a Permanent :0 "T.l rn rn C"") G")O .-- -0 ~~ C::l 1-'lrn :;':1 0 c')o "n=R ::.EB r::= rn r- ~.?:? '.~' Pl.enary Guardian of. the Person and Estate Pursuant to. .' . . . 20 P.S. Section 5513 with respect to Cynthia N. Stager, an . allegedly incapacitated person,. and fo'llowing a' hearing,. at which the allegedly incapacitated person was not present (her presence having been excused by the Court:.) , and at which she was represented by court-appointed counsel, . .'. Michael J. Collins, Esquire, and at which evidence was. presented by' the Petitioner in support of the pet~tion, and at which an exhibit was admitted indicating the willingness of Keystone Guardianship Services to serve as g~ardian of the allegedly incapacitated person'.s estate, and based.upon the foregoing Findings of Facti 'the Court finds that Cynthia N. Stager is .an incapacitated person, she is 'consequently. adjudicated as such, the Area Agency on Aging in.~nd .for Cumbe~land County, .pe';"sylvania, . is a~~i:~~~"'e'~1;;;~;"s~ . guardian of her person, and Keystone Guard.1.a:~~;~~p,:..:~;~ '-".f~t.,,\"~\ . ",<,:::'::":::~'~a8Qt~:":::'~: .~., -.... ........,.. ,'. ~__-..ony n '. erelJntcL. - '- . .... sei.mynabd>Ei1rtt:tw.:.;se".:"';:':"'~':':~<'" "-'~:.:::' ;~'., M~'" . . ~... 'fl::j~ ~'.~.;: i.,:,.:!t~~'t"'""l.~~~ : of sa:.. r.-.o:.'.I::.\,' -t~"':~'i' j 'riA, .. '.." ,;,,'j''', . t:,: .."..~~,:a \v.w'!~lei,p~..' ..,_'~;~" ';';(~.".~':~..." . ~~~y~~'~o..b1.:':_:;'_:" ':~'::~~",,'::': :.:- flrmJT,Aile/llr'~,,;.. CIorklho~~~'2' " ..... , CumhArllllnnt"-^"..t" .... . , . , , ..r . Estate of Cynthia N. Stager .An Incapacitated Person is appointed plenary guardianship of her estate. No bond shall ,be required of either guardian. The guardians shall file on a .timely basis with the Court all reports and accounts required by statute. Cynthia N. Stager and her counsel, Michael J. Collins, Esquire, are ,hereby notified of Ms. Stager's right to appeal to the Pennsylvania S~perior Court from the adjudication of incapacity herein within 30 days of its entry, and to petition at any time for a modification or termination of the order. The guardian of'the person of Ms. Stager is directed to 'locate appropriate homes for any pets which may be in'need of homes. "By the Court, . J. Anthony L. DeLuca, Esquire .For Petitioner Michael J. Collins, Esquire Court-appointed counsel For Cynthia N. Stager , :mae l1rr~l~~~_.A _~-~ ' Estate of Cynthia N. Stager .An Incapacitated Person IN'RE: IN THE COURT OF COMMON PLEAS OF. CUMBERLAND COUNTY, 'PENNSYLVANIA ORPHANS' COURT DIVISION CYNTHIA N. STAGER, An Alleged Incapacitated Person NO. 21-07-0541 IN RE: PETITION FOR '1'HE APPOIN'1'MEN'1' OF PERHANEN'l' PLENARY GUARDIAN 01' '1'D' PERSON AND ES'1'A'l'E pURSuANT '1'0 20 P.S. SECTION 5513 BEFORE OLER J. OPINION 'and ORDER 01' COUR'l' ,Oler, J., June 28, 2007. At issue in the present case is whether Cynthia N. Stager should be adjudicated an incapacitated person ,on a .. permanent basis, and, if so, whether the ~rea Agency on Aging in and for, Cumberland County, Pennsylvania, should.be appointed plenary guardian of' her person and whether . Keystone Guardianship Services of Millersburg, Pennsylvania, and Harrisburg, Pennsylvania, should be appointed plenary guardian of her estate. A hearing was held in this matter' on June 28, 2007. 'The allegedly incapacitated person. was not present for the hearing, her presence having been excused by the ,Court pursuant to medical testimony and" without objection on the part of her court-appointed counsel, Michael J.. Collins, Esquire, who was present. Based upon the evidence presented at the hearing, the following Findings of Fact, Di~cussion and Order of Court are made and entered: ,4njfeJI,lfJl.#T . A.-, ~ . . . , Estate of Cynthia N. Stager .An Incapacitated Person FINDmGS OF FACT '1. The allegedly' incapacitated person is Cynthia N. Stager, an adult individual and domiciliary of Cumberland County, Pennsylvania, who has a borne at 2535 Rolo Court, Mechanicsburg,Cumberland County, Pennsylvania. 2. Petitioner is the Area Agency on ,Aging in and for Cumberland County, Pennsylvania, which has offices, at 16 West High Street, Carlisle, Cumberland County, Pennsylvania. 3. The allegedly incapacitated person is presently a resident at the ManorcareNursing Horne, '940 Walnut' Bottom Road, Carlisle, Cumberland, County, .' Pe'nnsyl vania. 4. The ~llegedly incapacitated person suffers from a condition known medically as delirium, possibly as the result'of dementia, as well as from a number 'or other medical conditions. 5. As a consequence of her condition, the allegedly incapacitated person's ability to receive and evaluate information effectively and communicate decisions is impai'red to such a significant extent that she is totally ,unable to' manage her financial resources, and totally unable to meet essential requirements for her physical health: and safety. , 6. The ,value' of the allegedly incapacitated ,fIIr/H:JIMs,Ih. A----.r .Estate of Cynthia N. Stager .An Incapacitated Person person's estate is between $30,000 and $150,000. 7. The.prognosis for the allegedly incapacitated person .at this time is not favorable. 8. The allegedly incapacitated person is in need of a plenary guardian of her person' and estate. "9.' The duration of the necessary guardianships' must be considered at best indefinite, and, for practical . purposes, permanent. 10. The Petitioner, the Area Agency on Aging in and for Cumberland County, Pennsylvania, which has offices . . at 16 West High. Street, Carlisle, Cumberland County, Pennsylvania~ is an appropriate entity to serve as. guardian of the allegedly ~ncapacitated person's person 'and Keystone Guardiariship Services, having offices at 129 Market Street, Suite 1, Millersburg, . Pennsylvania, 17061; and 2941 North Front Street, Suite 112, Harrisburg, Pennsylvania, 17110, is' an appropriate entity to serve as guardian of her estate. 11. The foregoing Findings of Fact are made on the basis. of clear and convincing evidence. DISCOSSl:ON The provisions respecting an .adjudication of incapacity are contained in 20.Pa. C.S. Sections 5570 et. seq. The Petitioner has substantially complied with these provisions, .and based upon the foreg~ing Findings of Fact, the following Order of Court will be entered: A'ff,feHAiAlVr ,1- ~ .Estate of Cynthia N. Stager .An Incapacitated Person. ORDER OF COURT AND NOW, this 28th day of June, 2007, upon consideration of the Petition for Appointment of a Permanent Plenary Guardian of the Person and Estate Pursuant to 2.0 P.S. Section .5513 with respect to Cynthia N. Stager, an allegedly incapacitated person, and following a hearing, at which the allegedly incapacitated person was not present (her presence having been excused by the Court), and at which she was represented by court-appointed counsel, Michael J. COllins, Esquire, and at which evidence was pres.ented by the Petitioner in support of the petition, .and at which an .exhibit was admitted indicating the willingness of Keystone Guardianship Services to serve as guardian of the allegedly incapacitated person's estate, and based upon the foregoing Findings of .Fact, the Court finds that Cynthia N. Stager is an incapacitated person, she is consequently adj.udicated as such, the Area Agency on Aging in and for Cumberland County, Pennsylvania, is appointed. plenary guardian of her person, and Keystone Guardianship Services . is appointed plenary guardianship of her estate. No bond 'shall be .required of either guardian. The guardians shall file on a timely basis with the Court all reports and accounts required by statute... Cynthia N. Stager and her counsel, Michael J.' Collins, Esquire, are hereby notified of Ms: Stager's right . /Jrr~~ #-" - -- Estate of Cynthia N. Stager .An Incapacitated Person . . to appeal to the Pennsylvania Superior Court from the adjudication of incapacity herein within ~O days of its. entry, and to petition at any time for a modification or termination of the order. The guardian of the person of Ms. Stager is directed to locate appropriate homes for any pets which may be in need of homes. By the Court, /s/ J. Wesley Oler, Jr. J. Wesley Oler, Jr., J. Anthony L. DeLuca, Esquire For Petitioner Michael J. Collins, Esquire Court-apPointed counsel For Cynthia N ~ Stager' :mae .... ", ~~T A- 8 Estate of Cynthia N. Stager .An Incapacitated Person The following is an emai/ sent to us by the Cumberland County Area Agency on Aging: Here is the information you had requested regarding Cynthia's family. I spoke with all of them prior to the guardianship hearings except for Cynthia's mother as she resides in a dementia unit and her POA requested I not call. The family had no contact with Cynthia in 30 years. Cynthia's ashes and her companion's ashes Robert were buried together in Cynthia's hometown by the family. If you have any other questions let me know. Have a good day. Priscilla Mrs. Elsie Nadis (Mother) Saint Catherine's Medical Center Ashland, P A 17921 Mrs. Rosemary Arend (First Cousin) 1558 Dellsway Road Baltimore, Maryland 21286 Phone: (410) 825-9280 POA for Mrs. Nadis Mrs. Rosemary Woren (First Cousin) 3 Brookings Court Baltimore, Maryland 21234 Phone: (410) 668-2417 Irene Eckerd (First Cousin) 6600Fairdell A venue Baltimore, Maryland 21206 Phone: (410) 426-8550 Father Paul Shuda (First Cousin) Father Shuda recently retired and I do not have a current address. Our Lady of the Blessed Sacrament Church 2121 North Third Street Harrisburg, P A Phone: 233-1014 ATTACHMENT "B" Estate of Cynthia N. Stager . .An Incapacitated Person From: Catherine J. Whitsel [cjwhitsel@comcast.net] Sent: Friday, September 14, 20074:16 PM To: Connie Stoneroad Subject: Cynthia Stager September 14, 2007 Connie, Per our conversation this morning regarding the mobile home belonging to Cynthia Stager: The home is located at 2535 Rolo Court, within our mobile home park. It is very old (1974 Buddy) and as you stated, in very bad condition. It is worth nothing due to it's age and condition. Financing is not even available for homes that old. .. Rental arrears are currently $1580.00 through September. I'm sure there must be unpaid taxes on the home as well. Due to the age and condition of the home, the unpaid lot rent and taxes, and the fact that Cynthia has no will or assets from which to payoff the rental arrears and the rent going forward ($310.00 per month) , I am requesting the home be torn down or removed from Rolo Court as quickly as possible. The cost to tear down is approximately $1800.00. At your request I will give you the name and phone number of the individual that we use for tear down. That being said, I know there is no money to pay for a tear down so I would offer to tear it down at our cost if we can get a release or permission from the estate. Please have someone contact me regarding the removal of the home and/or writing up a release. Thank You! Catherine J. Whitsel Manager, Rolo Court 717-266-6696 x26 gwhitsel@comcast.net ATTACHMENT ".e" 9/17/2007 Estate of Cynthia N. Stager .An Incapacitated Person Mrs. Elsie Nadis c/o Rosemary Arend, POA 1558 Dellsway Road Baltimore, MD 21286 Mother Lineal Heir No Known will for Cynthia N. Stager Bureau of Acct Management 3607 Rosemont Avenue Camp Hill PA 17001-8875 Creditor 41,686.97 Angie Calloway 2535 Rolo Court Mechanicsburg, PA 17055 Creditor 445.67 Camp Hill Emergency Physicians POBox 13693 Philadelphia, PA 19101-3693 Creditor 806.00 Carlisle Digestive Disease Assoc 241 Alexander Spring Road Carlisle, PA 17015 Creditor 90.00 Carlisle Ear Nose & Throat Assoc 2 Jennifer Court Suite B Carlisle, PA 17015 Creditor 413.05 Center for Kidney Disease & Hyp 425 N 21st Street Suite 204 Camp Hill PA 17011 Creditor 36.78 Comcast 4601 Smith St Harrisburg, Pa 17109 Creditor 405.32 Consolidated Collection Service POBox 60550 Harrisburg, Pa 17106 Creditor 14.84 Cumberland-Goodwill Fire POBox 12910 Philadelphia PA 19101 Creditor 426.30 A TT ACHMENT "D" 1 of 3 pages Estate of Cynthia N. Stager ,An Incapacitated Person Guistwite Family Practice 522 S. pitt Street Carlisle, PA 17013 Creditor 1,133.00 Heartland Pharmacy 7010 Snowdrift Rd Allentown PA 18106 Creditor 2,083.18 Internists of Central Pa 108 Lowther St Lemoyne PA 17043 Creditor 5,025.00 Kantor & TKatch Assoc. P.C. 205 South Front Street Harrisburg PA 17104 Creditor 901.00 Moffitt Heart & Vascular Group 1000 North Front Sst Wormleysburg PA 17043 Creditor 1,560.00 Neurology Center, PC 897 Poplar Church Road Camp Hill PA 17011 Creditor 240.00 Neurological Surgery 920 Century Drive Mechanicsburg PA 17055 Creditor 250.00 Pecht & Assoc 1205 Manor Drive Suite 200 Mechanicsburg, PA 17055 Creditor 413.00 PP&L 2 North 9~ Street Allentown, PA 18101 Creditor 243.77 Physicians of Rehab, 4950 Wilson Lane Mechanicsburg, PA 17055 Creditor 1,416.00 ATTACHMENT "D" 2 of3 pages Estate of Cynthia N. Stager ,An Incapacitated Person Quantum Imaging POBox 62165 Baltimore MD 21264 Creditor 1,761.00 Starview Sales, Inc 4775 N. Sherman St. Unit 1 Mt. Wolf, PA 17347 Creditor 1,580.00 Spirit Physicians Services 205 Grandview Ave Ste 210 Camp Hill PA 17011 Creditor 1,342.00 Verizon POBox 28000 Lehigh Valley PA 18002 Creditor 658.33 West Shore Anesthesia POBox 947 Chambersburg PA 17055 Creditor 568.00 West Shore EMS - Carlisle 205 Grandview Avenue Suite 211 Camp Hill PA 17011 Creditor 2,714.42 West Shore Pathology POBox 750 Scranton PA 18501 Creditor 300.00 Yellow Breeches EMS POBox 516 Camp Hill PA 17001 Creditor 419.85 ATTACHMENT "D" 3 of3 pages Estate of Cynthia N. Stager .An Incapacitated Person CERTIFICATE OF SERVICE I, Constance E. Stoneroad of Keystone Guardianship Services, Court Appointed Guardian of the estate of Cynthia N. Stager, do hereby certify that on October 12,2007, I caused notice of the filing of the Guardian's Account of the Court Appointed Guardianship of the Estate for Cynthia N. Stager to be served on the parties in interest, as follows: U.S. FIRST CERTIFIED MAIL RETURN RECEIPT REOUESTED Mrs. Elsie Nadis C/O Rosemary Arend, POA 1558 Dellsway Road Baltimore, MD 21286 Mother Bureau of Acct Management 3607 Rosemont Avenue Camp Hill PA 17001-8875 Creditor Angie Calloway 2535 Rolo Court Mechanicsburg, PA 17055 Creditor Camp Hill Emergency Physicians POBox 13693 Philadelphia, PA 19101-3693 Creditor Carlisle Digestive Disease Assoc 241 Alexander Spring Road Carlisle, PA 17015 Creditor Carlisle Ear Nose & Throat Assoc 2 Jennifer Court Suite B Carlisle, PA 17015 Creditor Center for Kidney Disease & Hyp 425 N 21st Street Suite 204 Camp Hill PA 17011 Creditor Comcast 4601 Smith St Harrisburg, Pa 17109 Creditor Page 1 or 3 Pages Estate of Cynthia N. Stager Consolidated Collection Service POBox 60550 Harrisburg, Pa 17106 Creditor Cumberland-Goodwill Fire POBox 12910 Philadelphia PA 19101 Creditor Guistwite Family Practice 522 S. Pitt Street Carlisle, PA 17013 Creditor Heartland Pharmacy 7010 Snowdrift Rd Allentown PA 18106 Creditor Internists of Central Pa 108 Lowther St Lemoyne PA 17043 Creditor Kantor & TKatch Assoc. P.C. 205 South Front Street Harrisburg PA 17104 Creditor Moffitt Heart & Vascular Group 1000 North Front Sst Wormleysburg PA 17043 Creditor Neurology Center, PC 897 Poplar Church Road Camp Hill PA 17011 Creditor Neurological Surgery 920 Century Drive Mechanicsburg PA 17055 Creditor Pecht & Assoc 1205 Manor Drive Suite 200 Mechanicsburg, PA 17055 Creditor PP&L 2 North 9~ Street Allentown, PA 18101 Creditor Physicians of Rehab, 4950 Wilson Lane Mechanicsburg, PA 17055 Creditor Quantum Imaging POBox 62165 Baltimore MD 21264 Creditor Page 2 or 3 Pages .An Incapacitated Person Estate of Cynthia N. Stager .An Incapacitated Person Starview Sales, Inc 4775 N. Sherman St. Unit 1 Mt. Wolff PA 17347 Creditor Spirit Physicians Services 205 Grandview Ave Ste 210 Camp Hill PA 17011 Creditor Verizon POBox 28000 Lehigh Valley PA 18002 Creditor West Shore Anesthesia POBox 947 Chambersburg PA 17055 Creditor West Shore EMS - Carlisle 205 Grandview Avenue Suite 211 Camp Hill PA 17011 Creditor West Shore Pathology POBox 750 Scranton PA 18501 Creditor Yellow Breeches EMS POBox 516 Camp Hill PA 17001 Creditor October 12/ 2007 ~.il~~ Keystone Guardianship Services 129 Market Street Millersburg, Pa 17061 717-692-2345 Page 3 or 3 Pages ~ '. CONSTANCE STONEROAD CONNIE@KEYSTONEGUARDIAN.COM JEFFREY B. ENGLE, ESQUIRE JEFF@KEYSTONEGUARDIAN.COM MICHELLE DREIBELBIS SHELLEY@KEYSTONEGUARDIAN.COM Tr~1\T~ 129 MARKET STREET SUITE 1 MILLERSBURG. PA 17061 ~ 717.692.2345. FAX 717.692.3554 · TOLL FREE 1-888-236-9519 GUARDIANSHIP SERVICES 2941 NORTH FRONT STREET SUITE 112 HARRISBURG. PA 17110 717.236.9511 . FAX 717.692.3554 · TOLL FREE 1-888-236-9519 October 12,2007 Angie Calloway 2535 Rolo Court Mechanicsburg, PA 17055 In re: Cynthia N. Stager To Whom It May Concern: Please be advised that Keystone Guardianship Services, Guardian of the Estate of Cynthia M. Stager, by Orders of the Court dated June 28, 2007, will file the First and Final Account of the administration of the said guardianship in the office of the Register of Wills of Cumberland County, Pennsylvania on October 10,2007. The account will be called for audit before the Honorable Judge Oler, on November 27, 2007, at 9:30 a.m. in Courtroom #1 in the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania The last day to file objections to the accounting is November 27, 2007. A copy of the account is enclosed for your review. This notice is sent to you as an interested party, in accordance with the Rules of Court. At the audit, the Court will be advised that said interests are recognized by the Guardian and that the award should be entered accordingly. You are not required to appear at the audit. However, if you do not appear in person or by counsel, the Court will assume that you agree with the accounting and the distribution proposed by the Guardian of the Estate. ~~~ Constance E. Stoneroad . "0 F' F , C USE Poslage $ certified Fee Postmark Here ] J Return Reclept Fee :l (EndOrsement Required) :J RestriC\ad Delivery Fee o (EndOrsement~eq~r~d). .D ~ Total Pc _ .___ _._ _m~~~--~ rn CJ CJ l"- fJ-nGf 15 Ca IlcJwa y 2535 Ro1o Court ~echanicsburg,P1\17055 $ :;25'8'10 .Cj ); c In the Court of Common Pleas of Cumberland CC?unty, Pennsylvania Orphans' Court Division File No. 21-07-0541 An Alleged Incapacitated Person Cynthia M Stager Late of "Township" of S. Middleton Twp First and Final Account Constance E. Stoneroad for Keystone Guardianship Services, Court Appointed Guardian of the Estate of CYNTHIA N. STAGER, Date of Death: Date of Incapacity, if any: 07/20/2007 06/28/2007 Accounting for the Period: 06/28/2007 to 07/20/2007 Purpose of Account: Constance E. Stoneroad for Keystone Guardianship Services, , offers this Account to acquaint interested parties with the transactions that have occurred during the Administration. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Dale K. Ketner Ms Dale K. Ketner 129 Market Street Millersburg, PA 17061 o 717-692-2345 Supreme Court 1.0. No. 89302 (~_J <;-:; ......j f',:) -0 :::1; Co.) 0') SUMMARY OF ACCOUNT An Alleged Incapacitated Person Cynthia M Stager For the period of June 28. 2007 throuah Julv 20. 2007 Pr(\nosed Distributions PRINCIPAL Receipts: Per Inventory Filed This Account Net Gain (or Loss) on Sales or Other Dispositions Less Disbursements: General Disbursements Fees Paae 5 1 2 Current Value 25,810.92 12,857.18 0.00 Fiduciary Acquisition Value ~,81~~92 38,668.10 0.00 38,668.10 SCHEDULE A RECEIPTS OF PRINCIPAL 06/28/2007 Cash Commerce Bank Checking Total Cash 06/28/2007 Personal ProDertv Mobile Home - 980 Walnut Bottom Road, Carlisle, PA - Very poor condition Total Personal Property 38.668.10 Total Receipts of Principal 1 Fiduciary Acquisition Value 38.668.10 0.00 0.00 38.668.10 HolinQer Funeral Home 07/18/2007 SCHEDULE C DISBURSEMENTS OF PRINCIPAL General Disbursements Pre-paid, pre-arranged funeral arrangements Kevstone Guardianship Services 07/18/2007 Initial set up fee Manor Care NursinQ Home 07/18/2007 Care Total General Disbursements TOTAL DISBURSEMENTS OF PRINCIPAL 2 1.750.00 500.00 10.607.18 1.750.00 500.00 10.607.18 12.857.18 12.857.18 # Units PRINCIPAL BALANCE ON HAND Description ~ Commerce Bank Checking #Commerce Total Cash 3 Current Value 07/20/2007 or as Noted 25.810.92 25,810.92 25,810.92 Fiduciary Acquisition Value 25,810.92 25,810.92 25,810.92 SCHEDULE F CHANGES IN PRINCIPAL HOLDINGS # Units Mobile Home - 980 Walnut Bottom Road. Carlisle. PA 06/28/2007 inventoried Cost Endina balance as of 7/20/2007 0.00 0.00 4 TO: PROPOSED DISTRIBUTIONS Current Value 07/20/2007 or as noted 25.810.92 (1) Cynthia N. Stager Estate - To make distribution of assets as directed in 20 Pa.C.S.A. 3392 (2) Rolo Court - The mobile home free of personal contents as proposed by the manager in the attached email ______________-----...4 ....-------------------------------- Total 6 25.810.92 Fiduciary Acquisition Value 25.810.92 0.00 0.00 25.810.92 # Units COMBINED BALANCE ON HAND Description Cash Commerce Bank Checking #Commerce Total Cash (3) THE FOLLOWING ARE THE LINEAL HEIR AND UNPAID CREDITORS --------------------------------------------------------------- (A) Elsie Nadis (Next of Kin) - Mother to Cynthia N. Stager (B) Bureau of Acct Management - Creditor (C) Angie Calloway - Creditor (D) Camp Hill Emergency Physcians - Creditor (E) Carlisle Digestive Disease Assoc - Creditor (F) Carlisle Ear Nose & Throat Assoc - Creditor (G) Carlisle Regional Medical Center. Creditor (H) Center for Kidney Disease & Hyp - Creditor (I) Com cast - Creditor (J) Consolicated Collection Services '-Creditor (K) Cumberland Goodwill Fire. Creditor (L) Guistwite Family Practice - Creditor (M) Heartland Pharmacy - Creditor (N) Internists of Central PA - Creditor (0) Kantor & TKatch Assoc. P.C. - Creditor' (P) Moffitt Heart & Vascular Group - Creditor (Q) Neurology Center, PC - Creditor (R) Neurological Surgery - Creditor (S) Pecht & Assoc - Creditor (T) PP&L - Creditor '(U) Physicians of Rehab. - Creditor (V) Quantum Imaging - Creditor (W) Starview Sales, Inc - Creditor (X) Spirit Physicians Services - Creditor (Y) Verixon - Creditor (Z) West Shore Anesthesia - Creditor (Za) West Shore EMS - Carlisle - Creditor (Zb) West Shore Pathology - Creditor (Zc) Yellow Breeches EMS - Creditor Current Value 07/20/2007 or as Noted 25.810.92 25.810.92 25.810.92 Fiduciary Acquisition Value 25.810.92 25.810.92 25.810.92 41.686.97 445.67 806.00 90.00 413.05 19.695.24 36.78 405.32 14.84 426.30 1.133.00 2.083.18 5.025.00 901.00 1.560.00 240.00 250.00 413.00 243.77 1.416.00 1.761.00 1.580.00 1.342.00 658.33 568.00 2.714.42 300.00 419.85 ...- . 86,628.72 _ In the Court of Common Pleas of Cumberland County, Pennsylvania Orphans' Court Division File No. 21-07-0541 An Alleged Incapacitated Person Cynthia M Stager Verification Constance E. Stoneroad of Keystone Guardianship Services Court Appointed Guardian of the Estate, of the An Alleged Incapacitated Person, Cynthia M Stager, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full or listed as unpaid hereon; that, to her knowledge, the creditors are listed hereon and are now outstanding against the Estate; and that it is unknown if taxes are presently owed by the Estate. This statement is made subject to penalties of 18 Pa. C.S.A. Section 4904 relating to unsworn falsification to authorities. ~~~~ / ' Dated: /t/IJ-/07 f 6