HomeMy WebLinkAbout12-19-01IN RE: APPOINTMENT OF A GUARDIAN : IN THE COURT OF COMMON PLEAS
OF THE PERSON OF MILDRED J. GERBER, : CUMBERLAND COUNTY, PENNSYLVANIA
and alleged incapacitated person, : ORPHANS COURT DIVISION
:
Petitioner : NO. 21-01-92
MOTION FOR INDEPENDENT EVALUATION OF
AND CONTACT WITH MILDRED J. GERBER
AND NOW, comes the Petitioner, Marilyn Jo Gerber, by and through her undersigned
counsel, and requests that an independent evaluation of the alleged incapacitated person, Mildred
J. Gerber be completed and contact with her be allowed by Petitioner, stating in support thereof as
follows:
1. Petitioner is Marilyn Jo Gerber who has a Pennsylvania residence of 42 Drexel Place,
New Cumberland, Pennsylvania 17070.
2. Petitioner is an adult individual and daughter of the alleged incapacitated person,
Mildred J. Gerber.
3. On or about September 5,2001, a Petition for Appointment of Guardian of the Person
of Mildred J. Gerber was filed to the above-captioned matter by and on behalf of Frederick E.
Gerber, II.
4. On October 8, 2001, hearing was commenced pursuant to a citation and Order of
Court issued September 6, 2001, regarding the appointment of a guardian for the alleged
incapacitated person, Mildred J. Gerber.
5. At hearing of the matter on October 8, 2001, Petitioner Frederick E. Gerber, II,
presented testimony of Roger J. Cadieux, M.D., Frederick E. Gerber, II, Mildred R. Scott and Jane
N. Heffiin in support of the Petition for Appointment of a Guardian.
6. The opinion, evaluation and examination of Mildred J. Gerber by Dr. Cadieux, was
incomplete and improper in that:
A. Dr. Cadieux's testimony establishes that he had failed to examine fully and
adequately the medical records and medical history of Mildred J. Gerber with respect to his
evaluation and diagnosis of Ms. Gerber and recommendations for treatment;
B. Dr. Cadieux's testimony establishes that he failed to interview any relevant
family members, friends, neighbors, or other individuals having regular contact with Mildred
J. Gerber, both before the initial evaluation of March 21, 2001 (Exhibit C, Petition for
Appointment of Guardian), and the report of October 3,2001;
C. Dr. Cadieux's testimony establishes that he did not interview or consult with
current care providers at Betra In Home Care, who are and have been providing daily care
and supervision services for Mildred J. Gerber, at least since March 21, 2001;
D. Dr. Cadieux failed to interview or consult with in any respect Petitioner,
Marilyn Jo Gerber, a registered nurse licenced in Pennsylvania, who provided care and
assistance to Mildred J. Gerber for a continuous period in excess of sixteen (16) months
prior to institution of these guardianship proceedings in January, 2001.
E. Dr. Cadieux had no contact with or made observations of Mildred J. Gerber
other than for the limited evaluations performed at his offices.
7. Petitioner, Marilyn Jo Gerber, is a registered nurse licensed in Pennsylvania since
1985 with sixteen (16) years of experience as intensive care, coronary care and geriatric nurse in
home healthcare; Petitioner is a licensed nurse in California, Pennsylvania, Maryland, Virginia,
Vermont and New Hampshire; her professional medicine career has included service at John
Hopkins Medical Center, Stanford Medical Center, Pacific Medical Center, Einstein Hospital-
Philadelphia, Pennsylvania, and various hospitals in the Harrisburg area.
8. Testimony as to Mildred J. Gerber's physical and cognitive abilities by caretaker
Mildred Scott, of Betra In Home Care, who has been providing assistance and services to Mildred
J. Gerber, establishes a daily functional capacity of Mildred J. Gerber contradictory to the evaluation,
assessment and findings of Dr. Cadieux.
9. Testimony of Mildred Scott establishes: the day to day self-sufficient capabilities of
Mildred J. Gerber to provide for her own needs such as by cooking, cleaning, eating, dressing and
attending to personal hygiene; Mrs. Gerber's ability to converse and communicate as well as make
decisions regarding her person and well-being; Mrs. Gerber's ability to distinguish and take her own
medication; Mrs. Gerber's ability to be ambulatory without assistance.
10. Testimony of Mildred Scott establishes a distinct and independent ability on behalf
of Mildred J. Gerber to meet the essential daily requirements for her own physical health, safety and
well-being.
3
11. Dr. Cadieux's testimony indicated contrary to his opinions of March 21, 2001 and
October 3, 2001, that 24-hour supervision was not necessary as of the date of the October 8, 2001,
hearing; Dr. Cadieux then also indicated that additional ancillary assistance could be provided to
Mildred J. Gerber so that she could continue to be cared for and supervised in her current
environment and home.
12. Despite the limited of examination by Dr. Cadieux of Mildred J. Gerber, and failing
to interview and contact friends, neighbors and relatives, including Petitioner Marilyn Jo Gerber,
regarding Mildred Gerber's condition and abilities, he opined that Mrs. Gerber would benefit from
ongoing counseling and case management services but failed to provide the full nature and extent
of such services which are required at this time.
13. The opinion of Dr. Cadieux dated March 21, 2001, that the ongoing guardianship
process was contentious and emotionally draining to Mildred Gerber, thus impacting her condition,
is inconclusive and unsubstantiated in that the full nature and extent of such impact has not been
investigated or evaluated by Dr. Cadieux, nor differentiated from the dementia diagnosis that has
been made.
14. The opinion of Dr. Cadieux that the possible impropriety as it relates to Petitioner
Marilyn Jo Gerber's interaction with Mildred J. Gerber has complicated her cognitive condition is
inconclusive and unsubstantiated as no contact has been made with Marilyn Jo Gerber, nor has the
full nature and extent of such interaction been investigated or evaluated by Dr. Cadieux, nor
differentiated from the dementia diagnosis that has been made.
4
15. Access to and contact with Mildred J. Gerber, physically and personally, by Petitioner
Marilyn Jo Gerber has totally been denied and obstructed by Petitioner Frederick E. Gerber, II, and
his representatives; such access has been denied since challenges had been originally made by
Mildred Gerber and her daughter, Marilyn Jo Gerber, with regard to the propriety of management
of the family trusts by Frederick E. Gerber, II.
16. Prior to the actions initiated in January 2001 of Frederick E. Gerber, II, for the
appointment of guardian of the Estate over Mildred E. Gerber, Petitioner Marilyn Jo Gerber:
(a) enjoyed a loving, caring and productive relationship with her mother, Mildred
J. Gerber over a period of sixteen (16) continuous months from
approximately September 1999 to January 2001;
(b) was a substantial daily companion to Mildred J. Gerber, assisting her in meal
preparations, household chores and maintenance, grocery shopping and
errands, attending to medical appointments and physical therapy;
(c) transporting Marilyn J. Gerber to social engagements, pleasure outings,
attending Catholic mass, assisting in the attending to medical needs and
appointments;
(d) attending to Mildred J. Gerber an additional six (6) month period in 1997 to
assist Mildred J. Gerber in the care and rehabilitation for a broken hip;
(e) was instrumental in discovering three misdiagnosed medical conditions of
Mildred J. Gerber in August and September 2000; and
(f) is a healthcare professional who has followed Mildred J. Gerber's condition
and care on a continuous basis since 1995, provided and attended to
consistent medical, dental and physical therapy care for Mildred J. Gerber.
17. Petitioner Marilyn Jo Gerber desires to maintain a relationship with her mother and
provide love, care and support.
18. The opinion and testimony of Dr. Cadieux indicates that Mildred J. Gerber is
susceptible to pressure and influence.
19. It is submitted that the continuous and systematic denial of access by Frederick E.
Gerber, II, of Marilyn Jo Gerber to Mildred J. Gerber for a period in excess of eleven months upon
inception of these proceedings, has fostered significant influence and untoward pressure upon
Mildred J. Gerber by Frederick E. Gerber, II, and/or his representatives.
20. The continued absence and systematic preclusion by Frederick E. Gerber, II, of
contact by Marilyn Jo Gerber with Mildred J. Gerber has served to emphasize the acrimony and
contentious relationship as alleged by Frederick E. Gerber, in the Petition for Appointment of
Guardian and propagate an estrangement of Mildred J. Gerber from her daughter.
21. No dispute has been raised by Frederick E. Gerber, II, with the personal care that has
been provided by Marilyn Jo Gerber to Mildred J. Gerber.
22. It is submitted that the current actions of Frederick E. Gerber, II, and slanderous
accusations set forth in the Petition for Guardian of the Person and Over the Estate of Mildred J.
Gerber, an alleged incapacitated person, are indicative of the significant influence and untoward
6
pressure desired and imposed upon Mildred J. Gerber by him, and also indicative of the physical,
emotional and financial abuse inflicted by Frederick E. Gerber, II, upon Marilyn Jo Gerber.
Petitioner incorporates herein by reference her response to the Petition of Frederick E. Gerber, II, for
Appointment of Guardian over Person of Mildred J. Gerber, an alleged incapacitated person.
23. A complete and independent evaluation of Mildred J. Gerber is necessary in order to
fully examine her medical history, communicate with appropriate relatives, friends, neighbors, and
care providers, not only to determine the full extent of her current capabilities, but in the event of
incapacity being found, to define the specific needs to be addressed regarding appointment of a
guardian.
24. An independent evaluation is submitted as necessary at this time, particularly in the
event that a determination of incapacity is made, in order to determine in her best interests whether
a plenary or limited guardianship would be appropriate and the least restrictive alternatives for her
care.
25. An independent evaluation would further provide recommendations with regard to
Mildred J. Gerber's current functional abilities, to assist in defining the powers to be delineated for
any appointed guardian.
26. The alleged incapacity of Mildred J. Gerber at this time is the primary issue presented
for determination; an independent evaluation is in the best interest of Mildred J. Gerber, such
evaluator being appointed without the recommendation or influence of either Marilyn Jo Gerber or
Frederick E. Gerber, II.
7
27. Since approximately January 13, 2001, personal contact with Mildred J. Gerber by
Marilyn Jo Gerber has been denied under the threat of criminal prosecution.
28. Petitioner, Marilyn Jo Gerber, also desires that personal contact, communication and
visitation with her mother be permitted and re-established; Petitioner desires and requests that such
personal contact and visitation specifically be permitted on Christmas 2001.
29. Counsel for Respondent, Frederick E. Gerber and Mildre_d J. Gerber, (agrees with)
(opposes) (has not responded to) notice of this Motion by fax this date.
WHEREFORE, Petitioner Marilyn Jo Gerber requests that this Court appoint an independent
evaluator for purposes of examination, recommendation and report to the Court and address
requirements of 20 Pa. C.S.A. {}5512.1; that access, direct personal contact and visitation be
forthwith permitted by Petitioner Marilyn Jo Gerber, independently with her mother, Mildred J.
Gerber, specifically commencing no later than and including December 25, 2001, and such other
relief as this Court may deem proper and just.
Respectfully submitted,
CALDWELL & KEARNS
Sta ~nley J.A. Iyasl~Owsl~i,~E~uir~~e' ~''*-'
Attorney ID# 37422
3631 North Front Street
Harrisburg, PA 17110-1533
Dated: /2- - / a--/ (717) 232-7661
/3 ~ 3ol A ttorney for Petitioner, Marilyn d. Gerber
VERIFICATION
I, Marilyn Jo Gerber, verify that the averments in the foregoing Motion are true and correct
to the best of my knowledge, information and belief. I understand that false statements herein are
made subject to the penalties of 18 Pa. C.S. 4904, relating to unswom falsification to authorities.
CERTIFICATE OF SERVICE
AND NOW, this / f~ day of December, 2001, I hereby certify that I have served a copy
of the within document on the following by depositing a true and correct copy of the same in the U.S.
Mails at Harrisburg, Pennsylvania, postage prepaid, addressed to:
Richard C. Rupp, Esquire
355 North 21st Street
Suite 205
Camp Hill, PA 17011
Jacqueline M. Vemey, Esquire
44 South Hanover Street
Carlisle, PA 17013
CALDWELL & KEARNS
By: ~~~~'
.,. -' tz.ZO-Oi
IN RE : IN THE COURT OF COMMON PLEAS OF
APPOINTMENT OF A GUARDIAN: CUMBERLAND COUNTY, PENNSYLVANIA
OF THE PERSON OF MILDRED J. : ORPHANS' COURT DIVISION
GERBER, : NO. 21-01-92
An alleged incapacitated person :
ORDER OF COURT
AND NOW, this day of December, 2001, upon consideration of the
Motion of Marilyn Jo Gerber and Answer and New Matter of Midlred J. Gerber, the
Motion for contact is hereby DENIED.
BY THE COURT
Edgar B. Bayley, J.