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HomeMy WebLinkAbout04-00621N RE ESTATE OF THOMAS J KUHN III IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO 21-2004-0062 IMPORTANT NOTICE CITATION WITH NOTICE A petition has been filed with the Court to have you declared an Incapacitated Person If the Court finds you to be an Incapacitated Person, your rights wall be affected, tnclud~ng our right to manage money and property and to make decisions A copy of the petition which has been filed by Jennie L Rocke¥ is attached You are hereby ordered to appear at a hearing to be held In Court Room No 5, Cumberland County Courthouse, Carhsle, Pennsylvania, on March 1 ., 2004, at 3 00 P M to tell the Court why is should not find you to be an ~ncapacitated Person and appoint a Guardian to act on your behalf To be an incapacitated Person means that you are not able to receive and effectively evaluate information and communicate decisions and that you are unable to manage your money and/or other property, or to make necessary decisions about where you will hve, what medical care you will get, or how your money will be spent At the hearing, you have the right to appear, to be represented by an attorney, and to request a jury trial If you do not have an attorney, you have the right to request the Court to appoint an attorney to represent you and to have the attorney's fees prod for you if you cannot afford to pay them yourself You also have the right to request that the Court order that an independent evaluatton as to your alleged ~ncapac~ty If the Court decides that you are an Incapamtated person, the Court may appoint a Guardtan for you, based on the nature of any conda~on or disabthty and your capacity to ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF r�b er n r-t COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION Estate of ��� L 16c-kca.w FK� ���n_� ncapacitated Person No.0 I. INTRODUCTION -kn r1 r Q... L cv c,(c a- .was appointed plenary 0 Limited Guardian of the Estate by Decree of Ecc-,-a 6L.-,j,46 ,J., dated b l m a r - Zt>c7 M A. This is the Annual Report for the period from O I�a r-� - c� to o i (n o rc i— 01`D (the"Report Period");or 0 B. This is the Final Report for the period from to (the"Report Period"),and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J.,dated Form G-02 rev.10.13.06 Pagel of 5 f z � s �� . �,. �� , . ' _ h,,. � i - � . - ..1 Estate of rY1 �--� / b ,An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ B. State the value(s)of principal assets at the beginning of the Report Period. (Same as Inventory if first Report, jLd otherwise,ending balance from last Report.) $ F 60 C-4 C. What is the total amount of income earned during the aGj Report Period? `Z V D. What is the total amount of income and principal spent for all purposes during the Report Period? $ � E. What are the balances remaining at the end of the Report Period? 1. Principal $ 2. Income $ 3. Total of Principal and Income $ 0.00 M. ADDITIONAL INFORMATION (If more space is needed,please attach additional pages.) A. Principal 1. How is the principal balance listed above currently invested? (Please specify,e.g.,real estate, certificates of deposit,restricted bank accounts,etc.): 2. Have there been any expenditures from the principal / during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . CgYes 0 No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? . . . . . . . . Yes ❑No Form G-02 rev.10.13.06 Page 2 of 5 Estate of Y— Incapacitated Person b. Lis Ms and amou t of expenditures: Qft $ c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . .. . . EJ Yes EJ No 3. Were additional principal assets received during the Report Period which were not included in the ,��,,,�� Inventory or a prior Report filed for the Estate? . . . . . . . . . . . 0 Yes L'IdNo If yes: a. Was Court approval requested prior to receiving the additional principal?.4 . .�. .�. . . . : . . EJ Yes EJ No b. State the sources and amounts of the additional principal received: $ $ B. Income 1. State sources and amounts of income received during the Report Period(e.g., Social Security, pe Sion rents,etc.): 5 s P $ $ $ $ $ Total income received during Report Period: $ "�9j� � Q- 15 do Q_ it o r(2_ b O-G*- P 14 Q,tj GO 0___S 04 v(-\ V-)Ol(A- dLYL Form G-02 rev.10.13.06 ) iv I n GLm-5 Page 3 of 5 Estate of G'ni 6 An Incapacitated Person 2. How is income currently invested? (Please specify,e.g.,restricted bank accounts,client care account,etc.): ban C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated Perso (e.g.,clothing,nursing home,medicine, support,etc.): D. Other Expenditures Specify what other expenditures were made during the Report Period. (Do not include any items stated in response to question C above.) E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained ._... O_ a a Cc- []Yes No []Yes QNo 11111A- Form G-02 rev.10.13.06 Page 4 of 5 Estate 111 �LE Incapacitated Person of G t� An F. Counsel Fee List amounts paid as counsel fee,and indicate whether Court approval was obtained. Court Amount Approval Obtained 1A 0 Yes To Yes D No I verify that the foregoing information is correct to the best of my knowledge, information and belief;and that this Verification is subject to the penalties of 18 Pa.C.S. §4904 relative to unsworn falsification to authorities. C)i Date / of Guardian ofthe Estates Name of Guardian of the Estate(type or print) addrm Gaf-dn-ez-s A 1-T3c-) City,bwe,Zip Telephone Form G-02 rev.10.13.06 Page 5 of 5 ANNUAL REPORT OF GUARDIAN OF THE PERSON e COURT O-F`COMMON PLEAS OF ornh)u-tcu-,(A COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION / a,-n c s Estate of ' �� d�/�-�c �, ISI. , an Incapacitated Person NoA I- ne4 :J& I. INTRODUCTION was appointed len ary Limited Guardian of the Person by Decree of L dw a"Cl,-, , J., ated 4 A. This is the Annual Report f�the period from tti l 1'►�a� Zai to O t Mar_(, k 4P 15 (the"Report Period"); or El B. This is the Final Report for the period from , to (the "Report Period"), and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: 2. The Guardianship was terminated by the Court by Decree of J., dated For a Final Report, onut Sections II through IV. Form G-03 ren.10.13.06 Page 1 of 4 Estate of v'�` L l �� , an Incapacitated Person II. PERSONAL DATA Age of the Incapacitated Person: Date of Birth:s III. LIVING ARRANGEMENTS A. Current address of the Incapacitated Person: 12 67, B. The Incapacitated Person's residence is: 0 own home/apartment nursing home El boarding home/personal care home Guardian's home/apart e�rff n= M hospital or medical facility E]relative's home(name,relationship and address) []other: C. The Incapacitated Person has been in the present residence since � � . If the Incapacitated Person has moved within the past year, state prior residence and reason(s) for move:��A( Form G-03 rev.10.13.06 Page 2 of 4 j . .. ..tai _ �.� r ?x .. ...4 °[..0 ."��; �; 41 .,� c i. •�•` �,�t'_1� ... r of A � .. � '. .... ... .., .. e��' ST ' t .� i .. - i �... Estate of16", ' an Incapacitated Person D. Nam e and address of the Incapacitated Person's primary caregiver: L P-1, t." /(1,�� (7"6 r;c� 1Z X q'Q,rC6f->, P4 /-73,-7,Y- IV. MEDICAL INFORMATION A. The major medicalor mental problems of the Incapacitated Person are as follows: Erq A) ) B. Specify what,if any, social,medical,psychological and support services the Incapacitated Person is receiving: n f d n u,4- M 14 _fib b V. GUARDIAN'S OPINION L A. It is the opinion of the Guardian of the Person that the guardianship should: continue F1 be modified rl be terminated Form G-03 rev.10.13.06 Page 3 of 4 •. .� �, - _ _ ., ..._ _ .a .. .. .. _. .. ._ �,. ;,. � r ,i. k ! , Estate of an Incapacitated Person The reasons for the foregoing opinion are: nCJ 06— C"kQnJq Ht, hcz-5, �, 4-k rn e- atl i;5 I /it rn fit" i 5 no g- CA- B. During the past year,the Guardian of the Person has visited the Incapacitated Person times with the average visit lasting hours, minutes. W Q-' I I )L' •��4 e f- The report of social service organization employed by the Guardian to oversee and coordinate the care of the Incapacitated Person for the period covered by this Report may be attached to supplement this Report. I verify that the foregoing information is correct to the best of my knowledge, information and belief, and that this Verification is subject to the penalties of 18 Pa. C.S.A. § 4904 relative to unsworn falsification to authorities. DateS, tore of Guard"a-,'zoof the Person 20 Saine of Guardian of the Person(type or print) 1 -73; Ci 4 state,zip J17- Yle- L-1q-3Z Telephone Forin G-03 rev. 10.13.06 Page 4 of 4 y, <: s -_ � �. ' � t'. � 'r- >. / � a � . s � 5' o Vit. . i ` .. � � make and commumcate demslons The Guardian will be of your person and/or your money and other property and will have e~ther limited of full powers to act for you If the court finds you are totally incapacitated, your legal rights will be affected and you will not be able to make a contract or gffi of your money to other property If the court finds that you are partially incapacitated, your legal rights will also be hmlted as directed by the Court If you do not appear at the hearing (either in person or by an attorney representing you.) the court will still hold the heanng in your absence and may appoint the Guardian requested By J&~ d/k/J:(]/~J~Jt-~(f-d~j~ C~lerk, Otphan~' Court Dlvislor~ .~ Cumberland County, Carl,s?, PA ~-~./t January,My Comm,ss,on Expires 12006 Monday, jail IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY NO. Z1-0~(~. ORPHANS' COURT TI~E ESTATE OF THOMAS J. KUHN, m PETITION PURSUANT TO SECTION 5511 OF TI~ PROBATE, ESTATES AND FIDUCIARY CODE TO ADJUDICATE THOMAS J. KUHN, IH TO BE INCAPACITATED AND TO APPOINT A GUARDIAN FOR HIS PERSON AND HIS ESTATE PRELIMINARY DECREE AND NOW,. s ~exed P~o~ it is O~E~D ~ DEC~ED ~at a h~g on ~s ma~er is s~ for the / ~ day of ~~ , 2004, in Co.room No ~ ,at 3 ~ ~. at the C~b~l~d Coun~ Co~ouse, One Co~ouse Squ~e, C~U~e, P~lv~ ~d ~at a Ci~fion be isled to ~om~ J K~ ~ ~d~g ~ to show cause why he ~ot ~p~ at ~e ~omm~fion~ h~g pursuit to the P~ifion of ~orge Dou~as, J~e L Rockey's a~om~, to ~ve ~om~ J. K~ ~ ~ju&~t~ ~ ~capa~mt~ person ~d to have pl~ ~&~s ~t~ for ~s per~n ~d Ms estate Noa~ of the hc~ng s~ be ~ve to Thom~ J Ku~ ~ m ac~r~ce wi~ 20 P S 5511 (a) not less t~ ~~ ~~~ ~T~' IN RE: THOMAS J. KUHN, llI AN INCAPACITATED PERSON : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY : PENNSYLVANIA : ORPHANS' COURT NO. ON THE PETITION OF JENNIE L. ROCKEY FINAL ORDER OF COURT APPOINTING PLENARY GUARDIAN AND NOW, this day of ,2004, a hearing in this ease having been held on ,2004 at , and it appeanng to the court that Thomas J Kuhn, m was served with a citation and Notice of this heanng on , 2004, the Court finds from the testimony I That Thomas J Kuhn, HI suffers from difficulties with anmety, tmpulsive behavior, disorgamzatlon, focusing, mamta~mng attention appropriately, and is preoccupied in an imaginary world which impairs his ability to evaluate information effectively and to make and commumcate decisions concermng his management of financial requirements and for his physical health and safety 2 That there erdsts no other less restrictive alternative mechamsm for decision making 3 That based on the incapacity of Thomas J Kuhn, III to receive and evaluate ~nformatlon ~knd to make or commumcate decisions, a plenary guardian of the person and a plenary guardian of the estate are required on a permanent basis NOW THEREFORE, based on the clear and convnncing ewdence supportang the foregoing findings it is ORDERED, ADJUDGED and DECREED that Thomas J Kuhn, m be and is hereby adjudged an incapacitated person and Jenme L Rockey is appointed Plenary Guardian of the Person and Estate of Thomas J Kuhn, III A Report by the Plenary Guardian shall be filed on an annual basis with the Court No bond shall be required of the Plenary Guardian named herein The Plenmy Guar&an is hereby authorized to make decisions on behalf of Thomas J Kuhn, IH including the handling of all of the assets of his person including principal and interest and to conduct his business affairs on his behalf, including the sale or transfer of any of his assets, including his interest in real property, payment of bills and expenses, investment of assets and all matters related thereto BY THE COURT J George F Douglas, ~I, Esqmre Attorney ID # 61886 Duncan, Hartman & Douglas 1 Irvme Row Carlisle, Pennsylvania 17013 Telephone (717-249-7780 Attorney for Petitioner Jennie L Rockey IN RE: THOMAS J. KUitN, III : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DMSION : NO: IMPORTANT NOTICE CITATION OF NOTICE A petition has been filed wath the Court to have you declared an Incapacitated Person If the Court finds you to be an Incapacitated Person, your rights will be affected, including your right to manage money and property and to make decisions A copy of the petition which has been filed by George F Douglas, III, Attorney for Jenme L Rockey is attached You are hereby ordered to appear at a heanng to be held in Court Room No Cumberland County Courthouse, Carhsle, Pennsylvama, on ,2004, at to tell the Court why it should not find you to be an incapacitated Person and appoint a Guardian to act on your behalf To be an incapacitated Person means that you are not able to receive and effectively eyaluate mformat~on and communicate demsions and that you are unable to manage your money and/or other property, or to make necessary decisions about where you wall live, what medical care you wall get, or how your money will be spent At the hearing, you have the fight to appear, to be represented by an attorney, and to request a jury trial If you do not have an attorney, you have the right to request the Court to appoint an attorney to represent you and to have the attorney's fees prod for you ffyou cannot afford to pay them yourself You also have the right to request that the Court order that an independent evaluation as to your alleged incapacity If the Court decides that you are an Incapacitated person, the Court may appoint a Guardian for you, based on the nature of any condition or dlsabthty and your capacity to make and commumcate decisions The Guardian will be of your person and/or your money and other property and will have either hrmted or full powers to act for you If the court finds you are totally incapacitated, your legal rights will be affected and you will not be able to make a contract or gift of your money to other property If the court finds that you are partially mcapamtated, your legal rights will also be hrmted as directed by the Court If you do not appear at the hearing (either m person or by an attorney representing you) the court will still hold the hearing in your absence and may appoint the Guardian requested By Clerk, Orphans' Court Division Cumberland County, Carlisle, PA My Comamsslon Expires 1 st Monday, January, 2006 George F Douglas, III, Esquire Attorney ID # 61886 Duncan, Hartman & Douglas 1 Inane Row Carlisle, Pennsylvama 17013 Telephone (717-249-7780 Attorney for Petitioner Jennie L Rockey INRE: THOMAS J. KUHN, IH : IN THE COURT OF COMMON'i~LEAS OF PENNSYE'"VANIA : CUMBERLAND COUNTY, : ORPHANS' COURT DMSION : NO: PETITION FOR APPOINTMENT OF PLENARY GUARDIAN TO THE HONORABLE, THE JUDGES OF SAID COURT Pet~ttoner, through her undersigned attorney, petttions Your Honorable Court for her appointment as Plenary Guardtan of the person of Thomas J Kuhn, III, and tn support thereof respectfully request 1 Petitioner, Jennie L Rockey, of 1025 Goodyear Road, Gardners, Pennsylvania, 17324, ts the natural mother of Thomas J Kuhrg III 2 Thomas J Kuhn, III, ts an 18 year old single adult male who ts a senior at Carlisle Semor I-hgh School, Carlisle Area School District, 623 W Penn Street, Carlisle, Cumberland County, Pennsylvama 3 Thomas J Kuhn, III, restdes with the Petitioner at 1025 Goodyear Road, Gardners, Cumberland County, Pennsylvania CARLISLE AREA SCHOOL DISTRICT 623 West Penn Street Carlisle, Pennsylvania 17013-2298 Gerald L Fowler, Ph.D, Superintendent Central Admm~stratmn Fax 717-240-6800 717-240-6898 H~gh SaarU Butldmg 717-240-6834 Middle 717-240-6740 7J7-240-6795 717-240-6785 717-240-e~780 717-466-3940 Elcmenhn~ 717-243-$(~)2 November 24, 2003 Mr George Douglas III, P.C. One Irwne Row Carlisle, PA 17013 Dear Mr. Douglas: I have known Thomas Kuhn for approximately 8 years. As I stated dunng our phone conversation, Thomas has multiple difficulties. He is a complex student who does not "fit nicely" into any diagnostic category. The most recent evaluatmn that I have on Thomas was dated 3/19/03. It was completed by Barbara Sumbatian M.D., a psychiatrist. Her diagnostic impression was that of: Pervasive Developmental Disorder, not otherwise specified Thought Disorder, not otherwise specified Phonolol0eal Disorder Oppositaonal Defiant Disorder Attentaon Defie~t Hyperactivity Disorder, combined type, by history Borderline Mild Mental Retardation What the above basically means is that primarily Thomas' reality tesbng is impaired. He is "preoccupied" m an "imaginary world'. I know there is some debate/confusion regardmg a mental retardation diagnosis. Thomas indeed does test "low" however, his psychopathology precludes "traditional testing measures" The best I can say is that eognitively he "functions" in the borderline range. His "true" abilities are most likely tugher. Intelligence Quotient scores for a child like Thomas become somewhat moot It is my opinion that Thomas is not capable of managing h~s own affairs. His mother has been a hypervigilant advocate for him over the years. I remmn available for ongoing consultation. Sin ~c~ely,~._._~_ , Tash Bair School Psychologist Cc: David C. Apgar, Director of Special Education Jenn (Kuhn) Rockey 4 Thomas J Kuhn, HI, ~s an alleged m~ntal incompetent as is exadenced by a letter from Dr Hazel J Brown, Psychologist, who indicates that Thomas has dtfficultles with anxiety, n'npulslve behavior, disorganization, focusing and maintarnmg attention appropriately which letter is attached at Exhibit "A" 5 Tash Bair, School Psychologist, is employed by the smd Carlisle Area School District and has known Thomas J Kuhn, III, for the past eight years and she believes that Thomas is preoccupied m an imaginary world and his reality testing is impmred which is evidenced by the letter which is attached as Exhibit "B" 6 The Petitioner is willing to serve as Guardian of Thomas J Kuhn, III, an alleged mental incompetent, and she has signed a consent letter which is attached as Exl~b~t "C" 7 The natural father, Thomas J Kuhn, Jr, is divorced from the Petitioner and has not been an active parttcipant in daily life of Thomas J Kuhn, 11I, for the past three (3) years 8 It Is the position of the Petmoner that Thomas J Kuhn, llI, is unable to manage his property, or is liable to dissipate it or become the victim of designing persons and lacks sufficient capacity to make or commumeate responsible decision's concerning his person 9 No other petition has been filed for the appointment of a Guardian for the alleged incompetent WHEREFORE, Petitioner respectfully request that she be appointed the Guardian of her son, Thomas J Kuhn, III. Duncan, Hartman & Douglas, P C Geoi'ge F D6uglas, III Attorney for Petitioner 7/7- November 21, 2003 G~orge F Douglas, Ili, Esquire Duncan, Hartman & Douglas, P.C. One Irvine Row Carlisle, Pennsylvania i 7013 RE: Thomas J. Kuhn, lI1 Dear Attorney Douglas: This is in response to your letter of Octoher 31, 2003 and our recent phone conversation. His mother, Jennie L (Kuhn) Rockey, has now authorized me to release information to you concerning Thomas. Since doing the evaluation of Thomas on August 11, 1997, I have participated in numerous team meetings for IEP development and other behavioral issues he encountered at Lamherton Middle School and at Carlisle High School. Thomas will need much guidance for success in managing his life. In addition to limitations academically, Thomas has difficulties with anxiety, impulsive behavior, disorganization, and focusing and maintaining attention appropriately to the subject at hand. His capabilities in exercising good judgment and making wise decisions are often quite faulty. It is my opinion, based on the information cited, that Thomas will ne~--d a guardian in order to succeed in becoming independent and in maintaining stability in his life. He will he very much at risk without someone to provide aid with practical matters and emotional support when needed. Sincerely, Hazel J Brown cc: J Rockey EXHIBIT INRE: THOMAS J. KUHN, IH AN INCOMPETENT : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHAN'S COURT DMSION : NO: CONSENT TO BE APPOINTED GUARDIAN Jennie L Rockey, being duly sworn according to law, deposes and say that she agrees to serve as the guardian for her son, Thomas I Kuhn, HI NNIE L ROCKEY ~' NOTARIAL SEAL Cynthia L Dart, Notary Pubhc South I'~ddleton Twp, Count,/of Cumberland M~,..~y Commrss~on Expires A~.,g 14, 2004 INRE: THOMAS J. KUHN, HI AN INCAPACITATED PERSON : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY : PENNSYLVANIA : ORPHANS' COURT NO. ["0~ THE PETITION OF JENNIE L. ROCKE~ og4D NaW, t% dayor held c~cr/~- [ ,~04 at , and tt appe Thomas J Kuhn, III was served with a c~tation and Notme of this hearin 2004, the Court finds from the testimony ben 2004, a heanng in this case having e a-rog to the court that ~ on 1 That Thomas J Kuhn, III suffers from difficulties w~th anmet , ~mpuls~ve behaxaor, disorganization, focusing, matntaining attention appropriately, and is preoccupied ~n an ~mag~nary world which lmpasrs his abday to evaluate tnformation effectively and to Imake and commumcate decisions concermng his management of financial reqmrements and for Rs physmal health and safety akin 2 That there exists no other less restrictive alternative mechamsm for decision m g 3 That based on the incapacity of Thomas J Kuhn, III to receive and evaluate · information find to make or commumcate decisions, a plenary guardian of the person and a plenary guardian of the estate are required on a permanent bas~s NOW THEREFORE, based on the clear and convuncing exqdenc, e supporttng the foregomg findings ~t is ORDERED, ADJUDGED and DECREED that Thomas J Kuhn, III be and is hereby adjudged an incapacitated person and Jenme L Rockey is ,appointed Plenary Guardian of the Person and Estate of Thomas J Kuhn, IH A Report by the Plenary Guardian shall be filed on an annual bas~s w~th the Court No bond shall be required of the Plenary Guardian named here~n The Plenary Guardian is hereby authorized to make decisions on ehalf ofThomas J Kuhn, III including the handling of all of the assets of his person including principal and interest and to conduct his busmess affairs on his behalf, including the sale or trar[sfer of any of his assets, including his interest in real property, payment of bills and expenses, ~nve~stment of assets and all matters related thereto J Jennie 1. Rockey 1025 Goodyear Road Gardners, P A 17324 (717) 486-4937 February 10, 2005 Judge Guido's Chambers Courthouse Square Carlisle, PA 17013 Your Honor, Enclosed are the (first) annual Guardianship reports for Tom Eugene Rockey - formerly known as: Thomas John Kuhn III. Their due date is March 1, 2005. Thank you for your time and assistance. Respectfully submitted, 9~1?.Lo i~ardian jr/encs C.) ~ .J- In Re: IN THE COURT OF COMMON PLEAS OF TOM E. ROCKEY An A11eqed Incapacitated CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION Person NO. 21-04-62 ANNUAL REPORT OF GUARDIAN OF THE PERSON Jennie L. Rockey, Plenary Guardian of the person of Tom Eugene Rockey (formerly known as: Thomas J. Kuhn III) by virtue of a Decree dated March 1, 2004, does hereby file her annual report as follows: 1. Present age of the incapacitated person: 19 years 2. Living arrangements. A. Current address of the incapacitated person: 1025 Goodyear Road Gardners, PA 17324 B. The incapacitated person's residence is: own home I apartment nursing home -.,"" boarding home I personal care home X guardian's home I apartment C".) hospital or medical facility relative's home: (name and relationship) other: (describe) C. The incapacitated person has been in the present residence since Julv 2000. If the incapacitated person has moved within the past year, state change and reason(s) for change: D. Name and address of the incapacitated person's primary care giver: Jennie L. Rockey 1025 Goodyear Road Gardners, PA 17324 3. The major medical or mental problems of the incapacitated person are as follows: Difficulties with anxiety, impulsive behavior, disorganization, focusing, maintaining attention appropriately, and is preoccupied in an imaginary world which impairs his ability to evaluate information effectively and to make and communicate decisions concerning his management of financial requirements and for his physical health and safety. (As per Judge's final order) 4. Specify what, if any, social, medical, psychological and support services the incapacitated person is receiving: Cumberland County MH/Na (has case manager) Office of Vocational Rehabilitation (has case manager) 5. It is my opinion as guardian of the person that the guardian should _x_ continue, ___ be modified, be terminated. (Briefly explain your response) Guardianship began March 1, 2004 Tom has always resided with me. Although it is possible for him to reside elsewhere, it would be extremely difficult on him. He thrives on 'same' I ANY changes could result in his Oppositional Defiance (ODD) surfacing. 6. During person the past year, I have visited the incapacitated times, with the average visit lasting N/A - he lives with me 7. There is no Co-guardian. I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that this verification is subject to the penalties of 18 Pa. Cons. Stat. 4904 relative to unsworn falsification to authorities. Date: February 1, 2005 InRe: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA TOM E. ROCKEY, An Alleged Incapacitated Person ORPHANS COURT DIVISION NO. 21-04-62 ANNUAL REPORT OF GUARDIAN OF THE ESTATE Jennie L. Rockey, plenary Guardian of the Estate of Tom Eugene Rockey (formerly known as Thomas John Kuhn, III), by virtue of a Decree dated March 1, 2004, does hereby file its annual report as follows: 1. SUMMARY A. Value of principal assets at the beginning of the Report Period: $29,291.50 B. Total amount of income during the Report Period: Earned: $ 451. 53 Unearned: $52.77 C. Total amount of all expenditures made for care and ~. maintenance of the incapacitated person during th~Lf.epo:r;~: Period: Did not record. Partly per the advice of J.~gal ,,: counsel. Otherwise it is virtually ~possible to~)bea.use it is a family of three and he does not have any,~g:tra:::: ordinary expenses' . . , _," D. Total amount spent for all other purposes dur~n~ Report Period: I only held h~ responsible for some I am uncertain what he can be held accountable for. withdrew/deducted for the 'unique things' . Guardianship: $ 312.50 Name Change: $ 600.00 Entertainment: $ 540.37 PA Income Tax: $ 11.00 $1,267.25 ther;,J thi~s . So, I E. Total amounts remaining at the end of the Report Period: $28,230.87 I I. ADDITIONAL INFO~TION A. Principal: (1) Total amount remaining at the end of the Report Period: $28,230.87 (Used calendar year - easier) (2) The principal is currently invested as follows: Waypoint, Orrstown Bank, and PNC With court approval/permission I would like to combine them. (3) Have there been any expenditures from principal during the Report period? Yes, Annual taxes, Guardianship fees, Name Change costs and recreation. If you answered Yes, was there court approval for all expenditures from the principal? Not by Judge Guido. However, legal counsel believed it would be acceptable. (4) Did you receive any principal assets during the Report Period, which were not included on the Petition, or a prior Report filed for the estate? NO If you answered YES: (A) Did you receive court approval prior to receiving additional principal? N/A (E) State the sources and amounts of the additional principal you received: N/A E. Income: (1) The sources and amounts of income received during the Report Period are as follows: Earned - $451.53 Unearned - $52.77 (2) Income is currently invested as follows: Earned - used as spending money Unearned - reinvested into existing accounts c. Payments were made for the care and maintenance of the incapacitated person as follows: Primarily from Guardian's (mother's) accounts. However, he receives $333.68 monthly from father. D. Payments not included in Paragraph "e" above were made as follows: N/A I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that verification is subject to the penalties of 18 Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: February 1, 2005 - In Re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA TOM EUGENE ROCKEY, An Alleged Incapacitated Person ORPHANS COURT DIVISION NO. 21-04-62 ANNUAL REPORT OF GUARDIAN OF THE ESTATE Jennie L. Rockey, plenary Guardian of the Estate of Tom Eugene Rockey, formerly known as: Thomas J. Kuhn, III, by virtue of a Decree dated March 1, 2004, does hereby file her annual report as follows: 1. SUMMARy A. Value of principal assets at the beginning of the Report Period: $28,230.87 B. Total amount of income during the Report Period: Earned: $117.11 (via W-2) Unearned: $123.02 C. Total amount of all expenditures made for care and maintenance of the incapacitated person during the Report Period: Did not record. It is virtually impossible to do because it is a family of three and he does not have any 'Special' expenses. D. Total amount spent for all other purposes during the Report Period: Legal fees - DRO: Nextel - En tertaiDlllen t: Total: $7,255.00 617.39 1,668.06 $9,540.45 Please note: The entertainment expenses include, but not limited to: trips to Virginia (6 Flags America..), Oklahoma (brother's Army Basic Training Graduation - Ft. Sill), Knoebels, HersheyPark.... and a new television, video game system and countless games with an average price of $40.00 E. Total amounts remaining at the end of the Report Perio9f, $18,930.55 i ,j G ~l :;~! : i (: -.. 1 ,j Rt - I I. ADDITIONAL INFOIUfATIOR A. Principal: (1) Total amount remaining at the end of the Report Period: $18,930.55 (2) The principal is currently invested Savings, Checking and Money Market PNC, and Orrstown Bank. (I recent1y transferred Orrstown Bank. Too confusing for me!) as follows: accounts at everything to (3) Have there been any expenditures from principal during the Report Period? Yes, see above If you answered Yes, was there court approval for all expenditures from the principal? Indirect1y. (4) Did you receive any principal assets during the Report Period, which were not included on the Petition, or a prior Report filed for the estate? RO If you answered YES: (A) Did you receive court approval prior to receiving additional principal? RIA (B) State the sources and amounts of the additional principal you received: RIA B. Income: (1) The sources and amounts of income received during the Report Period are as follows: ~nima1 'earned' income via CIT. Interest via bank accounts (2) Income is currently invested as follows: I a110wed him to use the earned portion as spending money. I a1so permitted him to use some of the 'un' earned as such. Otherwise, it is re-invested into said accounts. c. Payments were made for the care and maintenance of the incapacitated person as follows: RIA D. Payments not included in Paragraph "Cn above were made as follows: RIA I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that verification is subject to the penalties of 18 Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: - - In Re: THOMAs J. KOlIN, III An A1~eqed Incapacitated Person IN THE COURT OF CONNON PLEAS OF CONBElu.Alm COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-04-62 ANNuAL REPORT OF GUARDIAN OF THE PERSON Jennie L. Rockey, Plenary Guardian of the person of Torn Eugene Rockey - formerly known as: Thomas J. Kuhn III by virtue of a Decree dated March 1, 2004, does hereby file her annual report as follows: 1. Present age of the incapacitated person: 20 years 2. Living arrangements. A. Current address of the incapacitated person: 1025 Goodyear Road Gardners, PA 17324 B. The incapacitated person's residence is: own home / apartment nursing home boarding home / personal care home ~ guardian's home / apartment hospital or medical facility and relationship) relative's home: ( name other: C. The incapacitated person has been in the present residence since Ju~v 2000. If the incapacitated person has moved within the past year, state change and reason(s) for change: (describe) RK. D. Name and address of the incapacitated person's primary care giver: i. G. "'1'" ... r" ~r' } '1 :~" : ';] (~-:..: ~; .~j :; ,~. wi " Jennie L. Rockey 1025 Goodyear Road Gardners, PA 17324 3. The major medical or mental problems of the incapacitated person are as follows: Difficu~ties with anxiety, impu~sive behavior, disorganization, focusing, maintaining attention appropriate~y, and is preoCCUpied in an imaginary wor~d which impairs his abi~ity to eva~uate infor.mation effective~y and to make and communicate decisions concerning his management of financia~ requirements and for his physica~ hea~th and safety. (As Per Judge' s fina~ order) 4. Specify what, if any, social, medical, Psychological and support services the incapacitated person is receiving: Cumber~and County MB/MR. Cardio~ogy MOnitoring - Hershey Medica~ Center 5. It is my opinion as guardian of the person that the guardian should x continue, be modified, be terminated. (Briefly explain your response) Tom continues to be unab~e to care for himse~f. 6. During the past year, I have visited the incapacitated person times, with the average visit lasting N/A - he ~ives with me 7. There is no Co-guardian. I verify that the foregoing infor.mation is correct to the best of my know~edge, infor.mation and be~ief: and that this verification is Subject to the pena~ties of 18 Pa. Cons. Stat. 4904 re~ative to unsworn fa~sification to authorities. Date: January 20, 2006 -- In Re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA TOM EUGENE ROCKEY An Alleged Incapacitated Person ORPHANS COURT DMSION NO. 21-04-62 ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, plenary Guardian of the Estate of Tom E. Rockey, (formerly Thomas J. Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file its annual report as follows: 1. SUHNARY Tom began the year with $12,436.24 in his primary account. During the year, I closed and/or combined his accounts. His spending included (but not limited to): Trip to Ft. Sill, OK for his brother's U. S. Army Graduation. He paid his air fare and split expenses with me. Trip to St. Maries, 10 to visit his Aunt and Uncle. He paid his air fare and had spending money. Trip to Knoebels and HersheyPark. He paid his tickets and for his expenses. Attorney Shade's fee for a Domestic Relations issue. I took the liberty of splitting the property taxes and some household expenses with him (and his brother). Various miscellaneous purchases to include: video games, movies, clothing, food and books. Tom was not employed in 2006. This was not for the lack of attempts. Tom ended the year with a balance of $16,290.38 as per bank statement of December 08, 2006 I verify that the ~or89oinq infonaation is correct to the best of my knowledge, inf'onaatioD and belief: and that verification is subject to the penalties of 18 Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: ---1', ~D7 y- In Re: IN TO COURT or CCM<<>N PLBAS OF CtJMBBRLAND COtJN'1'Y, PDNSYLVANIA TOM B. ROCKEY An Alleqed Incapacitated. Person ORPBANS COURT DIVISION NO. 21-04-62 ANN'OAL REPORT OF GUABDIAlf 01' TBB PERSON i, Jennie L. Rockey, Guardian of Torn E. Rockey, formerly known as: Thomas J. Kuhn III, by virtue of a Decree dated March 1, 2004, does hereby file her annual report as follows: Torn Eugene Rockey is 21 years old. He resides with me and his younger brother at 1025 Goodyear Road, Gardners, PA 17324. He has resided here since July 2000. His major medical problems are described in the Judge's Final Order. Torn has an open case with Cumberland/Perry - MH/MR (Case Manager Cathy Drye). He is re-evaluated only as needed. I believe Torn should remain with me because: 1. I have cared for him since birth. 2. I know him best. 3. He is unwilling to live elsewhere, especially with his father, who he has minimal contact with per Tom's choice. I veri~y that the ~oreqoing in~o~tion is correct to the best o~ my knowled.qe, infoz:aation anei belie~: anei that this verification is subject to the penalti.s of 18 Pa. Cons. Stat. 4904 relative to unsworn ~alsi~ication to authorities Date: January 17, 2007 ~ \7' In Re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION : NO. 21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE PERSON I, Jennie L. Rockey, Plenary Guardian of the person of Tom Eugene Rockey (formerly known as: Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file her annual report as follows: Tom is 22 years of age. He is presently living with me at. 1025 Goodyear Road, Gardners, PA 17324 (Cumberland County). He has resided at said residence since July 2000 . when we moved here. He has lived with me his entire life. There is no reason for me to visit him. His major medical and/or mental problems include: Difficulties with anxiety, impulsive behavior, disorganization, focusing, maintaining attention appropriately, which impairs his ability to evaluate information effectively and to make and communicate decisions concerning his management of financial requirements and for his physical health and safety. (Modified Judge's final order) He presently receives services from Cumberland County Mental HealthlMental Retardation. His present case manager is Linda Yeomans (with Shirley Howell, Linda's supervisor and his substitute case manager). During 2007, he has began association with AHEDD - a specialized employment agency. His present case manager is Cindie Wheale. (717-731-5485). I believe he should remain under my supervision. Because of his 'Autism', he thrives on 'sameness' and therefore any change or perceived changes could result in negative behavior problems. There is no co-guardian. I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that this verification is subject to the penalties of 18 Pa. Cons. Stat. 4904 relative to unsworn falsification to authorities. Date: January 25, 2008 1- ) '..:.::; '..; -'n f"'v ~ InRe: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey (formerly known as Thomas John Kuhn, III), by virtue ofa Decree dated March 1,2004, does hereby file its annual report as follows: Tom began the year with an account in Orrstown Bank. However, because they ignored the guardianship order - by allowing him to withdraw funds without my signature, I cancelled said account. The funds were transferred to M & T Bank where I have experienced similar events. They do not believe it is their responsibility to 'police his funds'. (So much for guardianships!) I am also having difficulty in getting statements. Therefore, I am seriously considering changing financial institutions again. I discussed this with Atty. George Douglas, III and we agree it is time for a change. Tom's beginning balance at M&T was $16,460.14 (as of January 25,2007). His balance as of December 24,2007 is $13,936.82 (The last entry of 2007 - obtained when I called the Mt. Holly Springs branch today.) Primarily those funds were spent on entertainment items. He continues to be unemployed and therefore has kept himself occupied with various collections. Tom did not have any earned income during 2007. I will deliver a copy of his spending, upon request. (per Atty. Douglas's suggestion). I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that verification is subject to the penalties of 18 Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: January 25, 2008 C"i--i 1 (;;.:) ,J [7:) -l ~ In Re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DMSION NO. 21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE PERSON I, Jennie L. Rockey, Plenary Guardian of the person of Tom Eugene Rockey (formerly known as: Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file her a~~nual report as follows: Tom is 22 years of age. He is presently living with me at - 1025 Goodye~er Road, Gardners, PA 17324 (Cumberland County). He has resided at said residence since July 2000 -when we moved here. He has lived with me his entire life. There is no reason for me to visit him. His major medical and/or mental problems include: Difficulties with anxiety, impulsive behavior, disorganization, focusing, mainl:aining attention appropriately, which impairs his ability to evaluate information effectively and to make and communicate decisions concerning his management of financial requirements and for his physical health and safety. (Modified Judge's final order) He presently receives services from Cumberland County Mental Health/Mental Retardation. His present case manager is Linda Yeomans (with Shirley Howell, Linda's supervisor and his substitute case manager). During 2008, he has began association with CPSS- a specialized employment agency. His present case manager is Cathy Corle (717-658-5239). I believe he should remain under my supervision. Because of his `Autism', he thrives on `sameness' and therefore any change or perceived changes could result in negative; behavior problems. There is no co-guardian. I verify that the foregoing in€ormation is correct to the best of my knowledge, information and belief: and that this verification is subject to the penalties of 18 Pa. Cons. Stat. 4904 relative to unsworn falsification to authorities. Date: December 30, 2008 C, ~,.-- ew c7 ~' ~_ ~ ~, .... ; _~ - _-~~ ~ x~ a ~ .. r--- - rrt N ~-r il- -x? %;~:~ N =; . , _ ~ ~ ~ <~ ~ GIi D In Re: : IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION N0.21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey (formerly kno~m as Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file its annual report as follows: Tom continued his M&T Bank account. After contacting the PA Department of Banking and speaking with the Legal Department of M&T $ank, hopefully we have the guardianship policies worked out. Their justification for allowing Tom to sign his withdraws was -the judge's order is too vague! During 2008 I allowed Tom liberal spending. It included, but not limited to: splitting the cost of a new computer and utility bills, and the best collection of Transformers imaginable. My decision was in hopes to get his net worth below the required limit for governmental programs (Social Security and Department of Public Welfare based). However, with the uncertain economy, I have since regretl:ed my decision and no long wish to make him eligible for programs that may not exist in the `near' future. Therefore, 1 will be trying to re-build his funds during the calendar year of 2009. Every cent I claimedl has been used for Tom. If anyone disagrees, please let me know. I will explain my decision and if need bye, refund said funds. I have spoken with my legal counsel, George F. Douglas, III, Esq., regarding my limits. I believe I followed his guidance of: `for Tom'. (paraphrased, naturally). Tom began the year with $ I3, 936.82. He is ending the year with $7, 129.60. (Balance obtained on December 30, 2008) Tom continues to be unemployed. Therefore, he spends his time with his massive Transformers, DVD, CD and video game collections. (amongst other misc. things.) He also enjoys day trips to various locations, I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that verification is subject to the penalties of 18Pa. Cons. Stat 4904 relative to unsworn falsification to'authorities. Date: December 30, 2008 N c~ ; ~~-_ ~ ..a ~ ; -/ __ i / _~~ i'V -- _- :> ~~ - - =- ` ~ ~ J - ~ _~_, --a ~ CJi `. In Re: : IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANiS COURT DMSION N0.21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey (formerly known as Thomas John Kuhn, lIn by virtue of a Decree dated March 1, 2004, does hereby file its annual report as follows: Tom continued his M&T Bank account. During 2009 I allowed Tom liberal spending. It included, but not limited to: splitting the costs of utility bills, adding to his various collections. However, I made the mistake of paying for it and believing I would withdraw the funds later. As you can see by his present balance, I did not get around to doing it. However, I have ample receipts to prove the purchases, as he has the items too! However I did manage to do as I had hoped - to 're-build his fiords during this calondar year. Tom began the year with $7,129.60. He is ending the year with 57,086.93. (as of 06 January 2010) He cominues to be unemployed. Therefore, he spends his time with his massive Transfi>rmers, DVD, CD and video game collections. (amongst other misc. things.) He also arjoys day trips to various locations. I verity tbst the foregoing informatlon is rnrreet to the beat of my knowledge, information and belief: aad that verltication is subject to the penalties of 18Pa. Coos. Stat 4904 relative to uasworn falsiAcation to authorities: Date: 10 January 2010 ~Q -V b ~ 7, rr~. a .~{r ~_;, ~ _n .- h C~~ ~ C: ~--~ b ~y .~ t:~ `~ Q ~1~T]Bank L~ ovhaz§ imptxrai~ Nt Holly Sprirps Office If You have any 4uegtions, Please call our Telephone Banking Center at i-800-724-2440 Today's Date: Business Date: 01/08/2010 01/08/2010 Tire; 11:33 AM Savings ***~4~ Total Balance; 17,088.93 Available Balance: =7,088,93 Thanks for visitlrtg us today, we are happy t0 assist you! In Re: : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DMSION NO. 21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE PERSON I, Jerrie L. Rockey, Plenary Guardian of the person of Tom Engene Rockey (formerly known as: Thomas John Kuhn, llp by virtue of a Decree dated March 1, 2004, does hereby file her annual report as follows: Tom is 24 years of age. He resides with me at - 1025 Goodyear Road, Gardners, PA 17324 (Cumberland County). He has resided at said residence since July 2000 -when we moved here. He has lived with me his entire life. There is no reason for me to visit him. His major medical and/or menial problems include: Difficulties with anziety, hnpubive behavior, dhwrgauhration, focusing, maintaining attentbn appropriately, which impairs his ability to evsluate informatbn effectively and to make and commauinte decisions concerning his management of fhuneiial requirements and for his physical health and safety. (Modified Judge's final order) He presently receives services from Cumberland County Mortal HealtWMerrtal Retardation. His present case manager is Linda Yeomans (with Shirley Howell, Linda's supervisor and his substitute case manager). During 2008, he has began association with CPSS- a specialized employment agency. His present case manager is Dawn McICale (dancerdm04(a)vahoo.coml. Her supervisor is Leta Deatrick (717- 905-5099 or letana,c sp s.biz) I believe he should remain under my supervision, Because of his `Autism', he thrivos on `sameness' and therefore any change or perceived changes could result in negative behavior problems. There is no co-guardian. I verify that the foregoing htforusatba is correct to the best of my kaowh'dge, information and beliet: and that this verlllcatiou ~ enbject to the penalties of 18 Pa. Cons. Slat. 4904 relative to nnaworn falaillication to aathoritks. Date: 10 January 2010 J 'e L. Rockey, Guardian ?~ ~~r •_~ ~o-`~ QC -~-~ a N O 1J p -.<~f ~_...~ a d ~ c__> x c. , ..r~ _ _. 4.... N m ~. i -v c- ~ _ -n ~- ~ f'= ~'n ~~~ ~~ v V In Re: TOM E. ROCKEY An Alleged Incapacitated Person : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION NO. 21-04-62 A~UAL REPORT OF GUARDIAN OF 1'~ pERSON I, Jennie L. Rockey, Plenary Guam of the person of Tom Eugene Rockey, (formerly known as; 'Thomas John Kuhn, lII) by virtue of a Deciee dated March 1, 2004, does hereby file her annual report as follows: Tom is 25 years of age. He resides with me at - 1025 (Cumberland County). He has resided at said residence since July 2000e8r ~ e~ ~ h~ 7H has lived with me his entire life. There is no reason forme to visit him. His major medical and/or mental problems include: DitTicalties with anxiety, impnlsive behavior, disorganization, focasing, maintaining attention appropriately, which impairs his ability to evaluate information effectively and to make and communicate decisions concerning his management of financial regairemeats and for his phys;cal health and safety. (Modified Judge's final order) case He Presently receives services from Cumberland County Mental H ~' ~ Linda Yeomans (with Shirley Howell, Linda's s ~~~~ Retardation. His During 2008, he began association with CPSS (Central Pennsylvuani~a 3sor and his substitute case manage1,) employment agency. His case manager is Leta Deatrick - 717-905-509 oar lrelta(ae c~iZ)' a specialized I believe he should remain under my supervision. Because of his `Autism', he thrives on `sameness' and therefore any change or perceived changes could result in negative behavior problems. There is no co-guardian. However, I would appreciate `ad ' , Eric Besaw as substitutes in-case something ~,iould ~ his aunt and uncle, Marianne and father and any forced association would cause behavi~or~uesmHowevers NO digs ~~ lus biological great interest and understanding of him and have ' M~~e and Eric have shown a however, I atleast wanted my wishes known. agreed to do so. I understand this may not be possible, I verify that ffie foregoing information is correct to the best of my knowledge, information and belief: and that this verification is subjeM to the penalties of 18 Pa. Cons. Stat. 4904 relative to unsworn faLsifi~cation to anthoritfes. Date: 2 January 2011 _y bv~ _ r_~ r r~` ' (~ - ~~ ~-`-CSC . " i ' ~' C1 ~ C LL C7 C~ = ~.. ~ L ~ C`.I LU ~ ~ -__s ~ a ~ ,, ~ -h U Q (~ ~.. ~~'`,r J C ~,.. ~~ ' In Re: TOM E. ROCKEY An Alleged Incapacitated Person IN THE COURT OF COMMON PLEASE OF :CUMBERLAND COUNTY, PENNSyI,VANIA : ORPHANS COURT DIVISION N0.21-0462 ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey (formerly known ~ Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file its annual report as follows: Tom continued his M&T Bank account. During 2010 I again allowed Tom h'beral spending. It included, but not limited to: an air conditioner for his room, adding to various collections and minimal travel. As always, I am reluctant to withdraw anything fibm his account. He began the year with a7, 086.93 and ended the year with $6,690.37. That is why there is only a difference of 5396.56. (Which should be the approximate amount for the air conditioner and an X- Box 360 and games -minus the interest he earned.) I am hopeful I will be able to continue this practice, however, if that is unacceptable or not financially possible, it could change. Tom remains unemployed and therefore he spends time with his massive book, Transformer, DVD, CD and animaUmascot collections. I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that verification is subject to the penalties of 18Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: 02 January 2011 In Re: TOM E. ROCKEY An Alleged Incapacitated Person :1N THE COURT OF COMMON PLEASE OF :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION N0.21-04-62 ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey (formerly known as Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file its annual report as follows: Tom continued his M&T Bank account. During 2010 I again allowed Tom fiberal spending. It included, but not limited to: an air conditioner for his room, adding to various collections and minimal travel. As always, I am reluctant to withdraw anything from his account. He began the year with a7, 086.93 and ended the year with X6,690.37. That is why there is only a difference of 5396.56. (Which should be the approximate amount for the air conditioner and an X- Box 360 and games -minus the interest he earned.) I am hopeful I will be able to continue this practice, however, if that is unacceptable or not financially possible, it could change. Tom remains unemployed and therefore he spends time with his massive book, Transformer, DVD, CD and animaUmascot collections. I verify that the foregoing information is correct to the best of my lmowledge, information and belief: and that verification is subject to the penalties of 18Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: 02 January 2011 In Re: : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DMSION NO. 21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE PERSON I, Jennie L. Rockey, Plenary Guardian of the person of Tom Eugene Rockey, (formerly known as: Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file her annual report as follows: Tom is 25 years of age. He resides with me at - 1025 Goodyear Road, Gardners, PA 17324 (Cumberland County). He has resided at said residence since July 2000 -when we moved here. He has lived with me his entire life. There is no reason forme to visit him. His major medical and/or mental problems include: Difficulties with anxiety, impulsive behavior, disorganization, focusing, maintaining attention appropriately, which impairs his ability to evaluate information effectively and to make and communicate decisions concerning his management of financial requirements and for his physical health and safety. (Modified Judge's final order) He presently receives services from Cumberland County Mental Health/Mental Retardation. His case manager is Linda Yeomans (with Shirley Howell, Linda's supervisor and his substitute case manager). During 2008, he began association with CPSS (Central Pennsylvania Supportive Services), a specialized employment agency. His case manager is Leta Deatrick - 717-905-5099 or Leta ,c sp s•biz. I believe he should remain under my supervision. Because of his `Autism', he thrives on `sameness' and therefore any change or perceived changes could result in negative behavior problems. There is no co-guardian. However, I would appreciate `adding' his aunt and uncle, Marianne and Eric Besaw as substitutes in-case something would happen to me. He has NO dealings with his biological father and any forced association would cause behavior issues. However, Marianne and Eric have shown a great interest and understanding of him and have agreed to do so. I understand this may not be possible, however, I atleast wanted my wishes known. I verify that the foregoing information ~ correct to the best of my knowledge, information and belief: and that this verification is subject to the penalties of 18 Pa. Cons. Stat. 4904 relative to nnsworn fabification to authorities. Date: 2 January 2011 ~ ~~ __ O ~~ t.._ ''~ = .W_ , _ L,, -,. ~ __. ~ L_, . r 1 ~ .• ~ ~~ : ~ ~- f~ Y~ ~ ~: : IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA 'THOMAS J. KUHN, III, = BY HIS GUARDIAN NO. CIVIL TERM JENNIE L. ROCKEY PETITION TO CHANGE NAME CIVIL ACTION -LAW FINAL DECREE AND NOW, this -~r~~ ~-aodaY of -i ~'- .~7 •.•••~ -,~.-. 2004, upon consideration of the Petition to Change Name Pursuant to 54 Pa.C.S.A. §701 et. seq., and following a Hearing held this day and upon motion of George F. Douglas, III, Esquire, Attorney for Petitioner, and upon presentation of proof of publication of notices required by law, together with proof that there are no judgments or decrees of record or any other matter of like effect against the Petitioner, and appearing that there is no legal objection to the granting of the prayer of the Petition, the Petition is approved and it is ordered and agreed that the name of Thomas J. Kuhn, III is hereby changed to Tom Eugene Rocket'. By the Court, J. .. .~4>. .''~ Qo~ ~.. In Re: :1N THE COURT OF COMMON PLEAS OF OF CUMBERLAND COUNTY, PENi~1SYLVANIA ORPHANS COURT DIVISION N0.21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey (formerly known asThomas Johrr I~tthtr, III} by virtue Q€ a Decree dated March 1, 2004, does hereby file its annual report as follows: Tom continued his M&T Bank account. During ZO11 I again allowed Tom liberal spending. It included, but not limited to: repairing his tractor (He insists it is his and he does the lawn care,. so he paid the repair hill.}, adding. to various collections and minimal travel. As always, I am reluctant to withdraw anything from his account. He began the year with $6,690.37 and ended the year with 5,893.53. A difference of $793.84. I am hopeful I will be able to continue this practice, however, if that is unacceptable, please advise. We hope to be able to afford an out of state vacation in 2012. I anticipate having him pay' some of it. Tom remains unemployed and therefore he spends time with his massive book, Transformer,. DVD, CD and animaUmascot collections. I verify that the foregoing information is correct to the best of my knowledge, iefermatien and betie~ aad that verificatiea is subject to the penalties of 18Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: Ol January 2012 _~„} :~ ' ~ nnie L. Rockey, ~ ~ ~' ",.`' r r r - -~ ~, ~ ~~~ - --r~ .,~ y. 4.. In Re: TOM E. ROCKEY An Alleged Incapacitated person IN THE COURT OF COMMON PLEAS flF GUMS ~'RLANf?f;Ul)NT~, PENNS'~.~AI~.~i ORPHANS COURT DIVISION NO. Z1-04-62 ANNUAL REPORT OF GUARDIAN OF THE PERSON I, 3ennie L. Rocket', Plenary Guardian of die person of Tom Eagene Reckey, (formerly known as: Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2404, does hereby file her annual report as follows: Tom is 25 years of age. He resides with me at - 1025 Goodyear Road, Gardners, PA 17324 (Cumberland iCoumyj. He has resided at said residence since July 2~ -when we moved here. He has lixed with me his entire life. There iss no reason forme to visit him. - His major medical andfor mental problems inchit~: Difficulties with anxiety, impulsive behavior, disorganization, focasing, maintaining attention 'alai wMch ~ A to evsdmtte n eReectively and to ntalce and commanicate decisionsconcerning his management of financial requirements. and for his physical. health and safety. (Modified Judgets f not order) He presendy receives services from Cumberland County Mental Health/Mental Retardation. (My apal~ogies, I do--not know its new namtj His ease manager is Linda Yeomans. I believe he should remain under my supervision. Because of his `Autism ; he thrives on `sus' and there£one- ~iy change- or perceived could result in ru~gative behavi~rr problems. There is no co-guardian. Due to a imfordmate situation, I no longer ask that his Aunt Marianne Besaw and Uncle Eric Besaw be .permitted to replace me. He has NO dealings with his biological father and any forced association would cause behavior issues. I verify that the foregoing iaformati+an is correct t+a the best of my knowledge, information and belief: and that this verification is subject to the penalties of 18 Pa. Cons. Stat. 4904 relative to unsworn tb Date: Y January 2012 'e L. Rocket', Guar C7 ~ ~7 ~~ .~ cn ~ ~:~ ~.~ C ~ ^-i ~T x.., r,:3 ~~ ~~n ia` ~ ~; ~ - .~- _, _~ = - - ~" ~ ~- m ~..`'" T! In Re: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-04-62 TOM E. ROCKEY An Alleged Incapacitaked Person ANNUAL REPORT OF GUARDIAN OF THF. PERSON 1, Jennie L. Rockey, Plenary Guardian of the person of Tom Eugene Rockey (formerly known as: Thomas John Kuhn, III) by virtue of a Decree dated March I, 2004, does hereby file her annual report as follows: Tom is 27 years of age. He is presently living with me at - 1425 Goodyear Road, Gardners, PA 17324 (Cumberland County). FIe has resided at said residence since July 2000 -when we moved here. He has lived with me his entire life. There is no reason for me to visit him. His major medical and/or mental problems include: Difficulties with anxiety, impulsive behavior, disorganization, focusing, maintaining attention appropriately, which impairs his ability to evaluate information effectively and to make and communicate decisions concerning his management of financial requirements and for his physical health and safety. (Madified Judge's final order) He presently receives services from Cumberland County MHIDD . His present case manager is Linda Yeomans. (717) 240-6325. I believe he should remain under my supervision. Because of his `Autism', he thrives on `sameness' and therefore any change or perceived changes could result in negative behavior problems. "there is no co-guardian. I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that this verification is subject to the penalties of l8 Pa. Cons. Stat. 4904 relative to unsworn falsification to authorities. Date: January 1, 2013 J nnie L. Rockey, Guardian ~- n _:: `"' ~ ~ ~ © r ~ 3;~ ~- , nom m ~~ 6~ ~.~ ,.aa ~s ~,,, r ~r~n ~" :~ r+, c~ ~' `:; , :~ ~ - c. ~; , ~ ' r. r,'i; _ , r - o In Re: : IN THE COURT OP COMMON PLEAS OF OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-U4-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE ESTATF_, I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey (formerly known as Thomas .{ohn Kuhn, III) by virtue of a Decree dated March I, 2004, does hereby file its annual report as follows: T'om continued his M&:T Bank account. During 2012 I again allowed Tom liberal spending -adding to various collections and travel. I also had him help with his extensive dental bill (2 root canals and several cavities). I spoke to Atty Douglas regarding this. He. wasn't sure what definite answer to give, but, I told him if the judge disagrees, I will reimburse. As always, I am reluctant to withdraw anything from his account. He began the year with $5,883.53 and ended the year with $3,595.14. A difference of $2;298.39. We hope to be able to a['ford an out of state vacation in 20l 3. {We couldn't go in 2012 because of the extensive dental bill.) I anticipate having him pay some of it. Tom remains mlempfoyed and therefore he spends time with his massive book, Transformer, DVD, CD and animallmaseot collections. I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that verification is subject to the penalties of 1 SPa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: O1 January 2013 _', ~ ~ ryi M ~ ~ L~ _3~ ~ rnz~ ~ ... ~o ~~' :u y„ r W ~,.i r. rl ~ w.~ "~ G~ f "_ ~c ~a ~y E-~J f-v ~„ _ ~D -7'~~N -l'1 ''" -n r.~ ~\n _ ~~~ ~%1 In Re: : IN THE COURT OF COMMON PLEAS OF : OF CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21-04-62 TOM E. ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, Jennie L. Rockey, Guardian of the Estate of Tom Eugene Rockey(formerly known as Thomas John Kuhn, III) by virtue of a Decree dated March 1, 2004, does hereby file its annual report as follows: Tom continued his M&T Bank account. During 2013 I again allowed Tom somewhat liberal spending- adding to various collections and travel. As always, I am reluctant to withdraw anything from his account. He began the year with $3,595.14 and ended the year with$1,595.59. A difference of$1,999.55. He spent those funds on helping to pay: 1)A Domestic Relations hearing, 2)Trip(s)to: Knoebels (x2), Reptile Land (xl), Inner Harbor (x3), Maryland Zoo at Baltimore (xl), Camden Yards(xl) and ZooAmerica(x2). Please understand some of these were combined. (Camden Yards tour was with a National Aquarium visit....) 3) For a `Family Membership' to the National Aquarium which was partly why so many trips there. And 4) To add to his collections of books, movies and clothes. Tom remains unemployed and therefore he spends time with his massive book, Transformer, DVD, CD and animal/mascot collections. I verify that the foregoing information is correct to the best of my knowledge, information and belief: and that verification is subject to the penalties of 18Pa. Cons. Stat 4904 relative to unsworn falsification to authorities. Date: Ol January 2014 uardi i� �' __ �, �s nnie L. Rockey, G � '— � � � °� � c� o rn � c� � _.�'..� c�-� � n � E--' r-n ►"�r �' �-- �7 � ''�: f'�7 � � � p C> � � � =C} 'T't "'�1 �m' � �� J � Y� � �`) _ z, c� r--- rn r-- --i � � � t!') ,z,� In Re: : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY,PENNSYLVANIA : ORPHANS COURT DIVISION : NO. 21-04-62 TOM E.ROCKEY An Alleged Incapacitated Person ANNUAL REPORT OF GUARDIAN OF THE PERSON I,Jennie L. Rockey,Plenary Guardian of the person of Tom Eugene Rockey(formerly known as: Thomas John Kuhn,III)by virtue of a Decree dated March 1,2004,does hereby file her annual report as follows: Tom is 28 years of age. He is presently living with me at- 1025 Goodyear Road,Gardners, PA 17324(Cutnberland County). He has resided at said residence since July 2000-when we moved here. Ne has lived with me his entire life. There is no reason for me to visit him. His major medical and/or menta]problems include: Diffculties with anxiety,impulsive behavior,disorganization,focusing,maintaining attention appropriately,which impairs his ability to evaluate information effectivety and to make and communicate decisions concerning his management of�nancial requirements and for his physical health and safety.(Modi�ed Judge's final order) He presently receives services from Cumberland County MHIDD. His present case manager is Connie (717)240-6325.(Very recent change—have not met her.) I believe he should remain under my supervision. Because of his`Autism',he thrives on `sameness' and therefore any change or perceived changes could result in negative behavior problems. There is no co-guardian. I verify that the foregoing information is correct to the best of my knowledge,information and belief: and that this verification is subject to the penalties of 18 Pa.Cons.Stat.4904 relative to unsworn falsification to authorities. Date: January 1,2014 ' L. Rocke Guardian �� J ie y, � �w � rn � rn � cc> c_ c> o rn = c-� � --��+ � ca � y, r t---► r�, ►� � � rn �� � � � U' � ° -`-�n � � C� G'� p � ,,,,, � G� p "� ..�: C:+ G7 � pQ 1""" i"v1 � .-�-1 � � � � -J