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04-0394
IN THE MATTER OF THE PERSON AND ESTATE OF: LEE CRULL, AN ALLEGED INCAPACITATED PERSON : IN THE COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2t-04- 3i9 PRELIMINARY DECREE AND NOW, this ~}~4'k day of April, 2004, upon consideration of the annexed Petition, it is hereby ORDERED AND DECREED that a Heating on this matter is set for the ,~ 4'~, ~ day of ,2004, at ~:}0 ~ . M. O'clock in Courtroom No. ,~ at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. appointed to represent the allegedly incapacitated person. 9ty:c2d 9g~d~ ~. IN THE MATTER OF THE PERSON AND ESTATE OF: LEE CRULL, AN ALLEGED INCAPACITATED PERSON : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. PETITION FOR APPOINTMENT OF EMERGENCY PLENARY GUARDIAN OF THE PERSON AND ESTATE AND NOW COMES THE PETITIONER, the Area Agency on Aging in and for Cumberland County, Pennsylvania, who represents and avers as follows: The Petitioner is the Area Agency on Aging, in and for Cumberland County, with its office located at 16 West High Street, Carlisle, Cumberland County, Pennsylvania. The alleged incapacitated person is Lee Cmll, age 81, who resides at 14 Fickes Road, Newville, Cumberland County, Pennsylvania and has resided there for a period exceeding one (1) year prior to the filing of this Petition. The known relatives of the alleged incapacitated person are: bo Co Sonya Cmll - Daughter 14 Fickes Road Newville, PA Fred Cmll - Brother 148 Opossum Lake Carlisle, PA 17013 Jack Cmll - Brother 1 West Penn Street, Apt. 521 Carlisle, PA 17013 eo ho Joseph Crull - Brother 3275 Enola Road Carlisle, Pennsylvania 17013 Ruth Stambaugh - Sister 17 Hosfeld Road Carlisle, Pennsylvania 17013 Erma Finkenbinder - Sister 30 Westlake Drive Carlisle, Pennsylvania 17013 Elma Woods - Sister 92C Fairview Street Carlisle, Pennsylvania 17013 Mabel Mackey- Sister 415 Opossum Lake Road Carlisle, Pennsylvania 17013 Lee Crull has, for at least three (3) months, been incapable of managing and caring for himself and his financial affairs. 5. Lee Crull exhibits symptoms of mental incapacity, including but not limited to dementia, severe dementia. 6. Lee Crull's mental incapacity prevents him from managing and caring for the affairs of his person and estate. 7. On or about August 26, 2003, the Petitioner received a report for need of protective services for Lee Crull based on the fact that his daughter, Sonya Crull with whom he resided, had left the area without making any provisions for his care or the care of her 2 cats and 2 large dogs. 8. The daughter, Sonya Crull, had left the home around August 10, 2003 and did not return until October 6, 2004. 9. While away, it is believed that the daughter traveled to the Detroit, Michigan, Lexington, Kentucky and Pittsburgh, Pennsylvania areas and had been admitted to mental health facilities in Detroit and Pittsburgh. 10. During this period of time, the Petitioner, through its authorized caseworker, assisted Lee Crull. 11. On April 6, 2004, the Petitioner received a report that the daughter, Sonya Crull, had been admitted to the mental health unit at Holy Spirit Hospital. 12. Petitioner's authorized representative visited Lee Crull on April 6, 2004 and made the following observations: a. There were two (2) home delivered meals sitting out and were defrosted and warm but he indicated that he could not heat them up; and b. His medication was almost all out and, according to the dates on the labels, he had not been taking them correctly. 13. Since April 6, 2004, the Petitioner has been taking meals to him and doing limited grocery shopping for him. He has been unable to tell the Petitioner's authorized representative what he wants and appears to be eating mainly snack type foods. 14. Since August 26, 2003, Petitioner believes and therefore avers, that Mr. Crull's ability to care for himself has declined in that: a. He is less communicative and is unable to do any type of meal preparation; b. He is unable to sufficiently care for the pets and has worn the same clothes for two (2) weeks; c. He is unable to state when he had taken a shower last and was unable to renew his prescriptions or make arrangements for them to be picked up; d. He is unable to remember from one day to the next that Office of Aging workers were there to deliver food; and e. He was unable to remember being taken to visit a personal care home and the house is dirty and in disarray. 15. An options assessment was conducted by the Petitioner and it has been determined that Mr. Crull requires nursing home level of care due to his Parkinson's disease and dementia. 16. The daughter, Sonya Crull, is 39 years of age and has been appointed as his attorney-in-fact pursuant to a Power of Attorney. 17. The daughter, Sonya Crull, was admitted to Holy Spirit Hospital involuntarily and it appears that this is the third mental health hospitalization for her within 8 months. 18. When visiting the house of Mr. Crull on April 15, 2004, the Petitioner's authorized representatives observed the following: a. There were 3 holes in the plaster in the living room, the cause of which could not be explained by Mr. Crull except to say that Sonya had done it; b. A knife, a hatchet and a hammer were observed stuck in her wall by the door; c. Seven (7) butcher knives and one (1) hunting knife were observed on her dresser; and d. Her bedroom door had a large area that had been hacked to shreds on both sides and there were holes in a wall in her bedroom. 19. On or about April 16, 2004, arrangements were made for Lee Crull to be admitted to the Thomwald Home located at 442 Walnut Bottom Road, Carlisle, Pennsylvania and he agreed to be placed there. 20. Petitioner believes and, therefore, avers that the title to the house had been conveyed to Mr. Crull's daughter several years ago. 21. Mr. Crull appears to be unaware of his financial affairs, cannot state his income, assets or outstanding bills nor is he able to write checks and pay his bills. 22. Petitioner believes and, therefore, avers that Lee Crull's income for 2003 is as a. Public School Employees Pension - $1,091.28 b. Social Security- 3,308.40; c. Federal Pension - 11,748.00 follows: Total Income $16,147.68 23. Petitioner believes that the daughter, Sonya Crull, will have a heating under the Mental Health Act on April 26, 2004. 24. In the event that the daughter, Sonya Crull, is released from the mental health unit at Holy Spirit Hospital on April 26, 2004, then and in such event, she could seek to remove Lee Crull from the Thornwald Home pursuant to the Power of Attorney that she has. 25. Petitioner believes and, therefore, avers that Lee Crull will be at risk of death or irreparable harm if he is discharged from the Thomwald Home by his daughter pursuant to the Power of Attorney. 26. Petitioner believes and, therefore, avers that the placement of Lee Crull at the Thornwald Home represents the least restrictive environment for him. 27. Less restrictive alternatives are not available because there is no one able to care for him. 28. Petitioner is willing to accept the appointment of Emergency PlenaryGuardian of the Person and Estate of Lee Crull. 29. The nature of Petitioner's interest is that of a welfare agency. 30. Petitioner has no interest that is adverse to the alleged incapacitated person. 31. To Petitioner's knowledge, no previous application has been made for the Order herein requested or for a similar Order. 32. No other Court has ever assumed jurisdiction in any proceeding to determine the incapacity of Lee Crull. 33. The failure to appoint Petitioner as Emergency Plenary Guardian of the Person and Estate of Lee Crull will result in irreparable harm to the person and estate of Lee Crull. WHEREFORE, Petitioner prays that this Honorable Court appoint Petitioner as Emergency Plenary Guardian of the Person and Estate of Lee Cmll. Respectfully Submitted, Anthony L. D6Euca, Esquire 113 Front Street P.O. Box 358 Boiling Springs, PA 17007 (717) 258-6844 VERIFICATION I hereby verify that the facts and information set forth in the foregoing Petition for Appointment of Emergency Plenary Guardian of the Person and Estate of Lee Crull are tree and correct to the best of my knowledge, information, and belief. I understand that any false statements contained herein are subject to the penalties of 18 Pa. C.S. Section 4904, relating to unswom falsification to authorities. Dated: Janet Paull 9Z:~d 68 8d~y IN THE MATTER OF THE PERSON : AND ESTATE OF: : LEE CRULL, : AN ALLEGED INCAPACITATED : PERSON : IN THE couRT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-394 ORDER OF COURT AND NOW, this 29th day of April, 2004, after hearing, we find that Mr. Lee Crull is an incapacitated person, and we hereby appoint the Cumberland County Office of Aging as the temporary plenary guardian of his person and estate. Any powers of attorney previously executed by the incapacitated person are hereby revoked. The parties having waived the requirement for the filing of an extension petition within 72 hours, a hearing on the issue of permanent guardianship is scheduled for Thursday, May 13, 2004, at 8:30 a.m. By the Court, Anthony L. DeLuca, Esquire Attorney for the Area Agency on Aging David Lopez, Esquire Court-appointed for Lee Crull Area Agency on Aging sr$ ~g:6kf 0£ ~!dV 170. IN THE MATTER OF THE PERSON : AND ESTATE OF: : LEE CRULL, : AN ALLEGED INCAPACITATED : PERSON : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-0 4-3~39- ORDER OF COURT AND NOW, this 13th day of May, 2004, after hearing, we find that Mr. Lee Crull is an incapacitated person, and we hereby appoint the Cumberland County Office of Aging as the permanent plenary guardian of his person and estate. Record to be left open to allow filing of affidavit of service of the notice of today's hearing on the dependent's daughter, Sonya Crull. Edward E. Guido, J. Anthony L. DeLuca, Esquire For the Area Agency on Aging David Lopez, Esquire For Lee Crull Area Agency on Aging srs IN THE MATTER OF THE PERSON AND ESTATE OF LEE CRULL, AN ALLEGED INCAPACITATED PERSON IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-394 AFFIDAVIT OF SERVICE COMMONWEALTH OF PENNSYLVANIA: · SS COUNTY OF CUMBERLAND · Janet Paull, Protective Service worker for the Area Agency ~-n'7'Agin~5 in and ~for Cumberland County, Pennsylvania being duly sworn according to law, dep°~'es and s_~_~s: 1. That she is an adult over the age of eighteen (18) years; .,.~ 2. That she notified Sonya Cmll, daughter of Lee Cmll, in person on May 1~ 2004 and in the presence of Pennsylvania State Police Trooper Marlin Long and Corporal William Palmero, that a Hearing would be held on Thursday, May 13, 2004, at 8:30 A.M. before Judge Edward Guido in courtroom #5, Cumberland County Courthouse, Carlisle, Pennsylvania to determine whether the Area Agency on Aging should be appointed permanent plenary guardian of the person and estate of Lee Crull; Deponent further avers that at the time of said service the said Sonya Cmll identified herself to deponent and Pennsylvania State Police as Sonya Cmll. SWORN TO AND SUBSCRIBED BEFORE ME THIS DAY OF May, 2004 Public Janet Paull KJnbelly A. BIl~er, N(~a~y I=~l~ ca~e~,c~~ My ~ Expires Nov. 12,2006 Malll13er, Penos,/n/ania ~socia~on Of No~fi~ SHERIFF'S RETURN - REGULAR CASE NO: 2004-00394 0 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND CRULL LEE CRULL SONYA VS SHANNON SHERTZER , Sheriff or~eputy Sheriff of Cumberland County, Pennsylvania, who being duly sworn according to law, says, the within PETITION TO APPOINT was served upon the CRULL SONYA DEFENDANT , at 14 FICKES ROAD NEWVILLE, PA 17241 at 2055:00 HOURS, on the 27th day of April , 2004 by handing to SONYA CRULL a true and attested copy of PETITION TO APPOINT together with and at the same time directing Her attention to the contents thereof. Sheriff's Costs: Docketing Service Affidavit Surcharge 18 00 7 59 00 10 00 00 35 59 Sworn and Subscribed to before me this Zq~ day of So Answers: R. Thomas Kline 05/18/2004 ~Deputy Sheriff AUTHORITY TO PAY COURT APPOINTED COUNSEL MAY 2 ? 2004 1. COURT r'~ 2. VOUCHER- [] District Justice~- ,.,,,mmon Pleas ID Appellate E] Othe, N° 8 8 2 1 3. FoR CA APPELLAT 4. AT (C, ,/STATE) 5. BUDGet CODE 6. IN THE CASE OF m ~)~'~¢'~ (~ ~ 7. CHARGE/OFFENSE (PI~IRDON CITATION) 8. O P~-I'I¥ OFFENSE l t, o FELON O M,SDEM NO. 9.~PROCEEDI'~IGS (Describe briefly) I 1. PERSON REPRESENTED 32, CIVIL DOCKET NO. 3 Q Appellant 13. CRIMINAL DOCKET NO 4 O Appellee 5 ~ Habeas Petitioner 6 ~ Material 7 ~ Parolee Charged Wilh Violation 10 PERSON REPRESENTED (Full Name) 8 0 ~bationer Charged With Violation 14. APPEALS DOCKET NO. 9 ~ Othe~ 16. NAME OF A~O~NEY/PAYEE AND NAME OF COMMON PLEAS JUDGE ASSIGNED TO CASE ~1 E ~:~ 17. TELEPHONE NO. '- 18.~,ALSECUR,t~O ORE,N no t CLAIM FOR SERVICES OR EXPENSES 19. :~SERVlCE HOURS DATES -;~,'AMOUNTS CLAIMED a. Arraignment and/or Ple~ . Mulliply rate ~r hour times total h~ to obtain "In CouP" com- b. Pretimina~ Hearing '~ '; ~nsation. Enter total below. c Motions a~ ~quesls O ~- ~ e. Sentence Hearing. ~' ¢ ~ Z f. Trial ,g. Rev~ation Hearings h. Juvenile Hearings i. Appeals Cou~ 19A TOTAL IN COURT COMP. ~ Other (S~eci~ on additional sheets) 20. & Inte~iews and conterence~ Multip~ rate per hour times total hours. Enler tolil "Out of CouP" b. Obtaining and r~ie~ng r~orda com~nsation ! c. L~al research and brief writing ~ ~ ' d. Invesagafi~ ~d o~er work (S~ ~ addi~na ~ee~) 20~ TOTAL OUT OF COURT ~ COMP. TOTAL HOURS = I , ~O ~R 2~. I~MI~TION OF REIMBURSABLE EXPENSES AMI PER I~M Mileage $.25 ~r mile x 21~ TOTAL ITEMIZED EXP. 22. CERTIFICATION OF A~ORNEY/PAYEE / 23. GRAND TOTAl. C~IMED Has compensation ancot reimbumement f~ ~ In this ~e pmvlousN ~en a~lled fo~ ~ YES~O If yes, were you paid? ~ YES ~ NO If ye~ bywhom ~re you ~ H~ much?. Has the person represented ~aid any money to yo.yo y~n~nyone else, in connection with the maker for 24. OEDUCT. PRIOR PYMTS. which you were appointed to provide re~re~nt~n? ~ D Y~O I~ ye& give details on additi~al s~et~ I swear or affirm the truth or co.~ne~ ~.~~ ~.~ ~ / ~/~/~ ~ 25. N~ AMOUNT C~IMED of the above statements ~ S~tu. o~~ - / Copy I - Mail to Court Administrator at completion of service In the Matter of the Person and Estate of Lee Crull Orphans' Court Division No. 21-04-394 Attachment Heating Heating IN COURT 1.0 O4/29/04 .50 05/13/04 1.5 hours Phone call from Office of Aging Meeting with client Phone call from Attorney DeLuca Phone call from Attorney DeLuca Reviewed psychological evaluation Reviewed Order of Court OUT OF COURT .20 04/27/04 .50 04/28/04 · 10 04/28/04 · 10 05/12/04 .20 05/12/04 · 10 05/20/04 1.20 hour , - u_ (~) C' u' ,.' ' ( ,. , CL .: LL- l C"'J (. C) L'.c c:: cr: C: C=', u: 0.: <ltumbtrlnnb <ltountu OOffirt of l\ging & <ltommunitl1 ~truirt!i HUMAN SERVICES BUILDING 16 West High Street, Carlisle, PA 17013 [717J 240-6110 or 697-0371, Ext. 6110 532-7286, Ext. 6110 Fax: 240-6118 website: www.ccDa.net/a!!inl! e-mail: aein!!@CcDa.net r- ANNUAL GUARDIANSHIP REPORT FOR LEE CRULL Bruce Barclay Chairman Ga1i~jct!~~~;~g;~ Richard L. Rovegno Secrerary Terry L. Barley Director !-- ~T:.~ ::1'C CL May 5, 2006 Report from Guardian of Person Cumberland County Office of Aging Janet Paull, Aging Care Manager 3 LI"') ?.::::; I :~] .'. >- (~} LL~l--', ..a: .G- c;.~~ "" -.0 U .:; ~ApriI29~004 Judge Edward E. Guido appointed the Cumberland County Office of Aging Temporary Guardian of Person for Lee Crull. Following this appointment, Mr. Crull returned to the Thornwald Home where he had been admitted on April 16, 2005. He was admitted to the Thornwald Home because he could no longer care for himself. His daughter, Sonya Crull, had been his caregiver but left the area for several months without making adequate arrangements for his care. His daughter also had several mental health hospitalizations. On May 13, 2004 the Cumberland County Office of Aging was appointed permanent Guardian of Person. Mr. Crull continues to reside at Thornwald Home. At the time of his admission, Mr. Crull was diagnosed with dementia, hypertension and congestive heart failure. No new diagnoses have occurred. Mr. Crull has adjusted well to the nursing home. Recently, however, hehas become a little more antagonistic toward some other residents. He has only been attending a few activities. In February, after gaining our approval the Home started Lee in the Special Programming for Alzheimer's patients. In this program he is given special tasks to do to keep him active during the day. So far, he seems to be doing well in this program. Mr. Crull had gained considerable weight once he was in the home and now the nutritionist is working to get his weight down. She reported that it is slowly going down. He continues to ambulate well but needs cueing with most of his activities of daily living He is occasionally exit seeking and therefore continues to wear a Wanderguard bracelet. Around some of the holidays, his nephew and one brother take him out overnight. They must notify our office ahead of time, letting us know when they are coming to pick him up, where are they going, and when are they bringing him back. There was one unfortunate incident over the holiday season. While walking into the church where his nephew is pastor, Lee stumbled and fell. He refused to be taken to the doctor. When he was returned to the Home, the staff at the Home called me and reported that his nose was cut up and they thought it might be broken. In addition his 0- l,OOlr-3qy , - left hand is swollen. Mr. Crull was taken to the emergency room at Carlisle Regional Medical Center and had x-rays taken. He sustained a broken finger. We took Lee to three appointments with an orthopedic doctor. It was decided surgery would not be beneficial. He received physical therapy and currently the swelling in the finger has been reduced greatly and his ability to use his finger is much better. The Office has begun to work with the Egger Funeral Home in Newville to make some funeral pre-planning. Since his daughter's last mental health hospitalization, she seems to be doing much better. The letters she writes to him are rational. She is now living in Shippensburg and she has not tried to visit. It is the request of the Cumberland County Office of Aging that the agency retains Guardianship of Person for Lee Crull. The Thornwald Home has demonstrated an adequate quality of care for his medical and mental problems. We believe, therefore, that Mr. Crull should continue to reside in that nursing facility. t _ Qtumb.erlanb Qtnuntl1 (@ffit.e nf Aging & Qtnmmunittl @1truittli HUMAN SERVICES BUILDING 16 West High Street, Carlisle, PA 17013 [717J 240-6110 or 697-0371, Ext. 6110 532-7286, Ext. 6110 Fax: 240-6118 website: www.ccDa.net/al!inl! e-mail: aeinl!la2ccDa.net r- Bruce Barclay Chairman Gwri~~~1~;:!,;~ Richard L. Rovegno Secrefary Teny L. Barley Director L!.,.:. c.._~' U-l . c' ::. [,:: -- LI- L! - C): OC LLl '0. ti~ o c... ".' LL) 0: -- - C- ANNUAL GUARDIANSHIP REPORT FOR LEE CRULL tf') I >- ..c: ...-:- -- May 5, 2006 Report from Guardian of Estate Cumberland County Office of Aging Janet Paull, Aging Care Manager 3 (c_ . i~l: 0-,-" c-' -..P = = C--..,j On May 13, 2004 Judge Edward E. Guido appointed the Cumberland County Office of Aging permanent Plenary Guardian of Estate for Lee Crull. Subsequently the Office of Aging became Mr. Crull's Representative Payee for his social security and Fiduciary for the Veteran's Administration. At the time of the guardianship, the Office of Aging closed Mr. Crull's personal checking account and opened a guardian checking account at M& T. Initial balance was $276.05. Current balance is $1839.87. Mr. Crull's monthly income includes $218.00 from Social Security, $112.00 from VA compensation, $941.18 from his civil service pension and $90.94 from his Public School Employee pension. His monthly net total was $1362.12. The Agency also filed his 2005 income taxes. During most of the year, Mr. Crull's payment to the Thornwald Home, the nursing home where he is residing, was $1295.99. In addition there were some payments made for personal items, supplies, and clothing. Mr. Crull needed new glasses and these were purchased. In addition, pre-funeral arrangements were made with the Egger Funeral Home in Newville. 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I ! i I d' - 0'-+-03'11./ .~. . .?~.~.~--..-. I~.~. :'.- .,.~..-_. ..1.- ~ I....~~-:. .~.. I,' f , . " j -"~-:~ <!rumh.erlanb <!rnuntl1 (@ffit.e nf Aging & <!rnmmunitl1 ~.eruit.es HUMAN SERVICES BUILDING 16 West High Street, Carlisle, PA 17013 [717] 240-6110 or 697-0371, Ext. 6110 532-7286, Ext. 6110 Fax: 240-6118 website: www.ccna.net/aeine e-mail: aeine@ccna.net ANNUAL GUARDIANSHIP REPORT FOR LEE CRULL Bro~h~rn;:~ G~i;j~~1~~: Richard L. Rovegno Secrefary Terry L. Barley Director May 22,2007 Report from Guardian of Estate Cumberland County Office of Aging Janet Paull, Aging Care Manager 3 On May 13, 2004 Judge Edward E. Guido appointed the Cumberland County Office of Aging permanent Plenary Guardian of Estate for Lee Crull. Subsequently the Office of Aging became Mr. Crull's Representative Payee for his social security and Fiduciary for the Veteran's Administration. At the time of the guardianship, the Office of Aging closed Mr. Crull's personal checking account and opened a guardian checking account at M& T. Initial balance was $276.05. Current balance is $1633.07 Mr. Crull's monthly income includes $218.00 from Social Security, $115.00 from VA compensation, $977.85 from his civil service pension and $90.94 from his Public School Employee pension. His monthly net total was $1401.79. The Agency also filed his 2006 income taxes. During most of the year, Mr. Crull's payment to the Thornwald Home, the nursing home where he is residing, was $1316.12. In addition there were some payments made for personal items, supplies, and clothing. In addition, a second deposit of $800 deposited toward the funeral arrangements with the Egger Funeral Home in Newville bringing the total to $1600.00. ~ttached is a financial sum~ary .of Lee ~rull's income a~d expenses. ~~ attac~d IS a spread sheet representing hiS checking account register. .. ;::,::" 3: ~-'-~-) _.- f'..) w ..) ;.~'~l I. c..} \.?'. ~...... cuo E .- E c.. :::l<( (/)0 -..... CU. .- CD 00 1::>> ~ cu u::~ a:>ueles ...... ('t) LO """ 0) 0 ('t) LO ..... CO N 0 ...... CO 0 """ N ('t) ...... ..... C'! """ LO ~ N 0 a) <0 ex) <0 N or:i ,....: ..... N ..... ~ ex) M ('t) CO 0) CD ..... ...... ('t) 1.0 ..... CO 0 ('t) CO 0 0 0 ..... """ CO N """ ('t) """ ...... CD ..... ..... ..... ..... ..... N ('t) ..... ..... ..... ..... ..... ..... S asuadx31~ol 0 N N ..... N 0 0 CD N N N N N ('t) 0 0 ..... ..... 1.0 ..... 0 0 ('t) ..... ..... ..... ..... 0 ...... I- ci <0 <0 or:i <0 ci ci ex) <0 <0 N ,....: ~ ..... ..... ..... CD 0) ..... """ ..... ..... ..... ..... CD 1.0 ..c: ..... 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Q) E 0 ::r:: "0 0 CO g Q) ~ ~ C/) E .5 0 0 c: 0 0 .c: ~ - C/) I-- oS Lt) ('I) ,... ,... 0 0 0> q ~ N N C'? 0 ;:b C'? C'? 0> CD CD ('II ~ ~ ~ 00 ~ ~ ~ ~ 0 ('II 0 0> ('II q ('II CD C'? ~ C'? Lt) ~ ,... ,... ,... ,... 0 0 0 0 0 0 0 0 ~ ~ ~ ~ 0 0 0 ~ C'? C'? ~ - ~ ~ INRE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LEE CRULL, An Incapacitated Person ORPHANS' COURT DNISION : NO. 21-04-3~ PETITION FOR ALLOWANCE OF GUARDIAN FEE 8 mfg ::o~p C';"~rn ZC/5;Q CJ -. o8~ ,035 Yi,?-l AND NOW COMES THE PETITIONER, the Area Agency on Aging, in and for Cumberland County, Pennsylvania, by its solicitor, Anthony L. DeLuca, Esquire, who represents and avers as follows: 1. The Petitioner is the Area Agency on Aging, in and for Cumberland County, with its office located at 16 West High Street, Carlisle, Cumberland County, Pennsylvania. ,., .<.. On April 22, 2004, Petitioner filed a Petition for the Appointment of Emergency Plenary Guardian of the Person and Estate of Lee Crull, and for Permanent Plenary Guardian of the Person and Estate of Lee Crull. 3. On April 29, 2004, after a Hearing, Petitioner was appointed Temporary Plenary Guardian of the Person and Estate of Lee Crull. 4. On May 13, 2004, after a Hearing, Petitioner was appointed Permanent Plenary Guardian of the Person and Estate of Lee Crull. "'tI :J>;:: N .. c.n I'\J ~ <::;;) = <::0 ::J:' :D.. -< I - r . C'j ~-- '_.J 5. On May 13, 2004, Lee Crull was adjudicated an incapacitated person and Petitioner was appointed Permanent Plenary Guardian of the Person and Estate of the said Lee Crull. A copy of the appointment of the Petitioner is attached hereto, marked as Exhibit "A" and incorporated herein by reference. 6. Medical Assistance regulations as set forth in Nursing Care Handbook instructions allow for the payment of Guardian fees as a deduction when determining contribution toward cost of care. 7. The amount of the Guardian's fee that is allowable as a deduction is the actual fee paid subject to a maximum of 10% of the person's gross monthly income or $100.00 per month, whichever is less. 8. The said Lee Crull receives monthly social security benefits which, at the time of the filing of the Guardianship Petition, was $1,345.64 per month and is now higher. 9. Petitioner believes and, therefore, avers that it is entitled to receive payment of a Guardianship fee as allowed by Medical Assistance regulations and that said fee be a deduction toward the cost of the care of Lee Crull. WHEREFORE, Petitioner respectfully requests that this Honorable Court enter an Order granting payment of a Guardian fee to Petitioner subject to a maximum of 10% of Lee Crull's gross monthly income or $100.00 per month, whichever is less. Respectfully submitted, Date:-G1~I/yatle j I :...-&61 Anthony L. eLuca,Esquire 113 Front Street P.O. Box 358 Boiling Springs, P A. 17007 (717) 258-6844 ill No. 18067 j., o/~ VERIFICA nON I hereby verify that the facts and information set forth in the foregoing Petition for Allowance Of Guardian Fee are true and correct to the best of my knowledge, information, and belief. I understand that any false statements contained herein are subject to the penalties of 18 Pa. C.S. Section 4904, relating to unsworn falsification to authorities. Dated: ~~n\ 9..~ ~OO << d~t:>~ Janet Paull .IN THE MATTER OF THE PERSON AND ESTATE OF: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA LEE CRULL, AN ALLEGED INCAPACITATED PERSON ORPHANS' COURT DIVISION NO. 21-04-399 ORDER OF COURT AND NOW, this 13th day of May, 2004, after hearing, we find that Mr. Lee Crull is an incapacitated person, and we hereby appoint the Cumberland County Office of Aging as the permanent plenary guardian of his person and estate. Record to be left open to allow filing of affidavit of service of the notice of today's hearing on the dependent's daughter, Sonya Crull. ~thony L. DeLuca, Esquire For the Area Agency on Aging David Lopez, Esquire For Lee Crull Area Agency on Aging srs EXHIBIT "A" IN RE: LEE CRULL, An Incapacitated Person ~~Y ~ ~ 2008 ~ ~'~ IN THE COiJRT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-39~ ORDF,R OF COURT AND.vOW, this ~~day of May, 2008, upon review of the Petition for Allowance of Guardian Fee, it is hereby Ordered and Decreed thai the Petitioner is entitled to receive payment of a fee for services rendered, as Permanent Plenary Guardian of the Person and Estate of Lee Crull, subject to a maximum of 10% of Lee Crull's gross monthly income or $100.00 per month, whichever is less. '~..___. Edward E. Guido, 3. CC: Anthony L. DeLuca, Esquire Attorney for the Area Agency on Aging Area Agency on Aging ~ ~~~ r~ ~ »~ ~,~ ._ ~ ; ~ .. --y ~. , ~ . ~ r ,. tt l ~ .CY "~ ~ _ L.JCy '~`` ~%~ ~, ~+F V~ i J ., -..i (. i~ _, _ _ t :.? l ._7 (' ~ V~ ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF In Re: LEE CRULL, AN INCAPACITATED PERSON CUMBERLAND COUNTY PENNSYLVANIA NO. 21-04-0394 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: 05/05/08 JUDGE'S INITIALS: EEG TIME STAMP DATE: 05/05/08 IN RE: ORDER OF COURT SERVICE TO: ANTHONY DELUCA AREA AGENCY ON AGING METHOD OF MAILING: ® USPS o~ ^ HAND DELIVERED ^ OTHER MAILED: 05/09/08 ENVELOPES PROVIDED BY: ® PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR ^ HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER ^ JUDGE ^ CLERK OF ORPHANS COURT ~~~~~~~~ --,~ C~~tntb~er~i~~:d Cn.~~t~t~ (~ff~r~e of ,~~t~t.~ ~,,: ~~~- j ~ Cn~~nt~~~~~ ~~e~u~r~e~ _ ~~ ' 16 West FIigh Street, Carlisle, PA 17013 f [717] 240-6110 or 697-0371, Ext. 6110 xtn~Arr sExvicss sviLDrrrG 532-7286, Ext. 6110 Fax: 240-6118 website: www.cc a.net/a ' e-ma _.7~ng@cc~net ANNUAL GUARDIANSHIP REPORT 'c~BNCe~clay ~, t- Chairman ~ , ~ _. FOR LEE CRULL ~t~e'Ch~ai~rmgan F ~ -.."`~ R~ ~ ~i~d L. See&rary May 5, 2008 ;, Report from Guardian of Person ~,=--+ Terry L.~rley Director Cumberland County Office of Aging '" iv Janet Paull, Aging Care Manager 3 On April 29, 2004 Judge Edward E. Guido appointed the Cumberland County Office of Aging temporary Guardian of Person for Lee Crull. Following this appointment, Mr. Crull returned to the Thornwald Home where he had been admitted on April 16, 2005. He was admitted to the Thornwald Home because he could no longer care for himself. His daughter, Sonya Crull, had been his caregiver but left the area for several months without making adequate arrangements for his care. His daughter also had several mental health hospitalizations, including some out of state. On May 13, 2004 the Cumberland County Office of Aging was appointed permanent Guardian of Person. Mr. Crull continues to reside at Thornwald Home. At the time of his admission, Mr. Crull was diagnosed with dementia, hypertension and congestive heart failure. The only new diagnoses is hypercholesterolemia. His medications currently include atenolol 50 mg QD, furosemide 40mg QD, lipitor 10mg QD, lisinopril 5 mg QD, Tylenol 325mg 2 every 4 hours PRN. Mr. Crull adjusted well to the nursing home. He continues to ambulate well but needs cueing with most of his activities of daily living. The at latest care plan meeting, staff advised that there have been no major changes in his care needs. His diet is the same and his weight is stable. He is occasionally exit seeking and therefore continues to wear a Wanderguard bracelet. He is also considered a fall risk. There have been no significant changes in behavior and he still occasionally taunts certain staff and residents. According to the social worker's notes he does not actually attend group activities but comes in after they start and sits in the chair right inside the door observes. The Office set up funeral arrangements with the Egger Funeral Home in Newville several years ago. It is the request of the Cumberland County Office of Aging that the agency retains Guardianship of Person for Lee Crull. The Thornwald Home has demonstrated an adequate quality of care for his medical and mental problems. We believe, therefore, that Mr. Crull should continue to reside in that nursing facility. ~: - i _- ~ , G r _ 7 } <~ ~ / C~~I HUMAN SERVICES BUILDING (~~t~tbE~i~t~t~ C~.au~t~~ (~fft~.e oaf .~.~t~t.~ & C~~am~~t~~t~~ ~~~u~~.e~ 16 West High Street, Carlisle, PA 17013 [717] 240-6110 or 697-0371, Ext. 6110 532-7286, Ext. 6110 Fax: 240-6118 website: www.ccpa.net/a~in~ e-mail: a~in~@ccpa.net B~ Barclay ~ ~hairman , ~~ ~ Garyy E+'~elberger _ ? - .. E.} Vic3~~airman ANNUAL GUARDIANSHIP REPORT ~~~chardL.$govegne, FOR LEE CRULL ~ Terrytttlyyv.Bar,ey._ -~ ~ ,~ ~.- --erector :. -. C~ -i"l ~ = ~r~. ' May 5, 2008 ~~~ ~, '~'~ Report from Guardian of Estate ~,~--` ..._. ~y Cumberland County OfFice of Aging ~" Janet Paull, Aging Care Manager 3 On May 13, 2004 Judge Edward E. Guido appointed the Cumberland County Office of Aging permanent Plenary Guardian of Estate for Lee Crull. Subsequently the Office of Aging became Mr. Crull's Representative Payee for his social security and Fiduciary for the Veteran's Administration. At the time of the guardianship, the Office of Aging closed Mr. Crull's personal checking account and opened a guardian checking account at M&T. Balance at the beginning of May 2007 was $1633.07. His monthly income during 2008 was $222.00 from social security, $117.00 in Veterans Administration Compensation, $992.34 in Federal Civil Service Pension and $90.94 in Public School Pension for a total of $1422.28 per month. During most of the year, Mr. Crull's payment to the Thornwald Home, the nursing home where he is residing, was $1356.02 per month. 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M M I~• ~ N N O ~ ~ N ti ti ~ O W ~ ~!' f~ O M I~• I~ r r r Ln L17 p O ~ a0 N CO CO (O ~ `~ ~t In ~Y ~ M M M N N M r r N T' r O O M ~ O 07 Q) M M M N M CO CO d; ~ ~ N f~ lf) M CO O O r (p ~ N CO 1~ N N O 00 00 p O ~ r f~ r N N 07 N o r CV N ~ CD O O r- t~ 00 O 00 r CrJ CO ~ CO ~ Cfl O O T r d) O O O r r ~ O M M N M M In I~ O CO Lf~ I~ ti ~ O M ~ I~ O N p 00 G O O N O O r' r O M M M Ln lf~ I~ r O O r N N ~ ~ Cfl ~.O (D 00 r <- N r r T N N r N N T' r N N N N N M M N r r r r N N N N N M M r r r In 00 lf~ r ~ Lf~ In 00 ~ l(•) 00 Ln 00 00 ~ f~ lf'y N M ~ I~ V N ti ~ r ~ N M ~ r r 00 O ~ ~-- CO r O r o 00 r O O r 0p N r O? ~- M N r 0 ~ M N ~- Q1 r N I~ O T ~ N O r O ~ N O O r N N O O r N N r O N N O O f~ 07 I~ O ~ O O p O O O O O O p O r O p O ~ O O ~ ~ N ~ O ~ t~ r ~ ~ L(•) r M r T ti N CO r CD T CO T CO T CO T CO r CO r O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N r O? O r M ~ O O O r N CO r <- r N CD CD O r .- r r O O O r T O 00 N M M ~ O ~ O N -~ M M ~ r ~ r ~ r ~- ~ M ~ M ~ M ~ N ~ N N ~. M ~ M ~ ~ r ~ r r ~ M ~ M ~. ~ N ~ N ~ N N ~ N ~ N ~ M '~ M N ` N ~, M ~ ~ ~ ~ r r 0 0 r 0 r r r T r r r ~- r r r r r N r N r N r r T .c- r N N N M M M c;y -0~~~ ~a Cumberland County Office of Agin g & Communit Services ~_ ._ HUMAN SERVICES BUILDING 16 West High Street, Carlisle, PA 17013 1717] 240-6110 or 697-0371, Ext. 6110 532-7286, Ext. 6l l0 Fax: 240-6118 website: www.ccpa.net/aging e-mail: ~mg(u~ccpa.net Bruce Barclay Chairman ANNUAL GUARDIANSHIP REPORT GaryiEi~epbe>gan r FOR LEE CRULL C7 Richa rd L. ~I,mo c s __~ ~iar,, July 22 2009 , `~~~' erry ~``°~ f -... r- , Report from Guardian of Estate . _ ~ `~ ~ N Cumberland County Office of Aging . c ~<,, ~ ' "~ ,~ " Janet Paull, Aging Care Manager 3 ~ C.: -n c '-~}~ =~ ---I On May 13, 2004 Judge Edward E. Guido appointed the Cumberland County Office of Aging permanent Plenary Guardian of Estate for Lee Crull. Subsequently the Office of Aging became Mr. Crull's Representative Payee for his social security and Fiduciary for the Veteran's Administration. At the time of the guardianship, the Office of Aging closed Mr. Crull's personal checking account and opened a guardian checking account at M&T. Balance at the beginning of May 2008 was $1315.97. His monthly income during 2008 was $222.00 from social security (May -Dec 2008) and $240 (Jan -May 2009), $117.00 (May - Dec 2008) and now $12300 from Jan -May 2009) in Veterans Administration Compensation, $992.34 (From May-Dec 2008) and $1039.94 (Jan -May 2009) in Federal Civil Service Pension and $90.94 in Public School Pension. The total per month is currently $1494.00. The balance at the end of April 2009 was $2354.82. During most of the year, Mr. Crull's payment to the Thornwald Home, the nursing home where he is residing, was $1277.39 per month. There were some payments made for personal items, supplies, Christmas gifts (mostly clothing). Payments toward funeral pre-arrangements were finalized during 2007-2008. They were made with Egger Funeral Home in Newville. As we have done since becoming his guardian, we took his income tax to AARP to be completed. Although he does not have to pay any or gets any refund, he has to file because of his income. He received the stimulus payment for $300 in July 2008. Starting in July 2008, after petitioning the court for permission, the Cumberland County Office of Aging began receiving $100 out of his income for guardianship fees. s Attached is a financial summary of Lee Crull's income and expenses. 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C 0 .~ N C ~ ~ p C~ +-' ~ ~ C a N O ~ .' ~ ~ 0 .. N 2 . ~ ~ T ~ _ ~ >, >+ n o V ~ ~° Q ~ °- U Z ~ Q ~ °' . - ~ >. ~ a ~ ~ 3 ~ - N ~ ~ ~ a ~i 3 ~ ~ ~ E ( ~ ' ~ ( ~ \/ Q V VJ f O ~ ~ Q ~ ~/I f~ O Q ~ / V W ~' ~ 00 ti N ti N ~ M ti M ~ t,f) ~ ~ O O ~ M ti M ~ ~ ~ ~ ~ 00 ~ N ~ N O ~ pp O O O O O O N M M M M M ~ ~ 1~ O O ~ ~ O N d' N 00 V N N N ~ N ~ L!') N d' M GO M N Cfl c0 M Cfl N ~ M ~ M ~ d' ~ N N M M N N N N N M M N N N N N N r M N d' O ct ~ O ~' ~ N O ~ V O ~ N O `- O O N O `- O O N O O ~ O M O ~ O M O ~ O ~ O ~ O O ~ ~ O ~ ~ N r N f ~ ~ ~ r ~- O a- N O c- 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O N O N O N O N O N O N O N O N O N O N O N O N O N O N O N O N O N I~ N ti N ~ N ~ M M j I~ ~ X ~ 0 M 0 M 0 M r- ~ M ~ ~ N •- N 0 (= 0 M ~ ~ N N N ~ M c'7 M M M ~ d ' ~ ~ ~4-~~~y ---- [ ~, ~ ~'umberland County Off ice of Aging ~~ & Community Services IIl1MAN SERVICES BUILDING l6 West High Street, Carlisle, PA 17013 1717 240-6110 or 697-0371, Ext. 6110 532-7286, Ext. 6110 Fax: 240-6118 website: www.ccpa.net/aging e-mail: aging(a ccpa.net ANNUAL GUARDIANSHIP REPORT FOR LEE CRULL Bruce Barclay Chairman Gary Eichelberger Vice Chairman Richard L. Rovegno July 22, 2009 ~""a'Y Report from Guardian of Person co TerryecroY Cumberland County Office of Aging ~~on c Janet Paull, Aging Care Manager 3 `'-~m ~, ~_> U` ;:. On April 29, 2004 Judge Edward E. Guido appointed the Cumberland Cgb%~i~fficof Aging temporary Guardian of Person for Lee Crull. Following this appoirfflnt, Mr,,~, Crull returned to the Thornwald Home where he had been admitted on A~T~16, 20~. He was admitted to the Thornwald Home because he could no longer care for ~' himself. His daughter, Sonya Crull, had been his caregiver but left the area for several months without making adequate arrangements for his care. His daughter also had several mental health hospitalizations, including some out of state. On May 13, 2004 the Cumberland County Office of Aging was appointed permanent Guardian of Person. Mr. Crull continues to reside at Thornwald Home. At the time of his admission, Mr. Crull was diagnosed with dementia, hypertension and congestive heart failure. Since then he has been diagnosed with hypercholesterolemia and most recently aphasia. His medications currently include atenolol 50 mg QD, furosemide 40mg QD, lipitor 10mg QD, lisinopril 5 mg QD, Tylenol 325mg 2 every 4 hours PRN. And tubersol intradermal soluctiioon 5 unit/.01 ml. Mr. Crull adjusted well to the nursing home. He continues to ambulate and usually walks along with the staff person delivering the mail. He needs cueing with most of his activities of daily living. The at latest care plan meeting, staff advised that there have been no major changes in his care needs, although he needs a little more help with transferring in and out of bed. His weight is stable at 200.2 pounds and he eats about 90% of his meals. He is considered a fall risk and has fallen several times this past year receiving small skin tears but no major injuries. There have been no significant changes in behavior and he still occasionally taunts certain staff and residents. According to the social worker's notes he does not actually attend group activities but comes in after they start and sits in the chair right inside the door observes. In his most recent mini-mental exam he scored 9 out of 30 which is two less correct than the last time. The Office set up funeral arrangements with the Egger Funeral Home in Newville several years ago. I received one correspondence from his daughter, Sonya, requesting an update on her father which I provided by letter. It is the request of the Cumberland County Office of Aging that the agency retains Guardianship of Person for Lee Crull. The Thornwald Home has demonstrated an adequate quality of care for his medical and mental problems. We believe, therefore, that Mr. Crull should continue to reside in that nursing facility. 02 ! --c~~~-~3 9 ~f ~~ umberland County Office of Aging ~ & Community Services ~: '~ - 16 West High Street, Carlisle, PA 17013 [717] 240-6110 or 697-0371, Ext. 6110 HUMAN SERVICES BUILDING 532-7286, Ext. 6110 Fax: 240-6118 website: www.ccpa.net/aging e-mail: aging(a,ccaa.net FINAL GUARDIANSHIP REPORT B"'c a~ma~ FOR LEE CRULL G~ice'chabrmpn Richard L. Rovegno November 30, 209 Secretary Terry L. Barley Report from Guardian of Person n~recror Cumberland County Office of Aging Janet Paull, Aging Care Manager 3 On April 29, 2004 Judge Edward E. Guido appointed the Cumberland County Office of Aging temporary Guardian of Person for Lee Crull. Following this appointment, Mr. Crull returned to the Thornwald Home where he had been admitted on April 16, 2005. He was admitted to the Thornwald Home because he could no longer care for himself. His daughter, Sonya Crull, had been his caregiver but left the area for several months without making adequate arrangements for his care. His daughter also had several mental health hospitalizations, including some out of state. On May 13, 2004 the Cumberland County Office of Aging was appointed permanent Guardian of Person. Mr. Crull continues to reside at Thornwald Home. At the time of his admission, Mr. Crull was diagnosed with dementia, hypertension and congestive heart failure. Since then he has been diagnosed with hypercholesterolemia and aphasia. In October, Lee began to experience medical problems including diarrhea and loss of appetite. The doctor ordered tests for liver and gall bladder and they were negative. On October 14, 2009 Lee presented with symptoms of a blood clot in his leg and he was hospitalized at the Carlisle Regional Center. He returned to the Home on October 15t" but was readmitted to the hospital with a gastro-intestinal bleed on October 22nd. They diagnosed the bleed was from the medication to reduce the blood clot. He returned to the Home and his doctor there told me that he felt believed the symptoms are pointing to an intestinal mass. Upon his recommendation, we approved comfort measures only. Lee Crull passed away October 29, 2009. We notified the family via his sister Ruth Stambaugh. Lee was buried with military honors in the Cumberland Valley Memorial~~dens ~ _ November 3, 2009. ~~ Q ~ '~ ': ~' r ~~ -~c c7 _~ ~~ r-3 .~~ ~' . _, ,~ ; ~-~C~~ c~ d -~ ~y .~, ~ .~ 3> .. _ p -_ ~~ . Cumberland ~.~~ ~ & Community Services HUMAN SERVICES BUILDING County Office of Aging 16 West High Street, Carlisle, PA 17013 [717] 240-6110 or 697-0371, Ext. 6110 532-7286, Ext. 6110 Fax: 240-6118 website: www.ccpa.net/aging e-mail: aging~(a,ccpa.net FINAL GUARDIANSHIP REPORT FOR LEE CRULL November 30, 2009 Report from Guardian of Estate Cumberland County Office of Aging Janet Paull, Aging Care Manager 3 Bruce Barclay Chairman G ary ~j-elberger Vi~hairman ° ;"f ~ © Richard~ovegno-;'-', ~ ;_ ;~ ~ crelar'y- - ° •, r°'t"'1 ~ C~ Ter Barley_;_r.-' = =. ~ ^P ~ ~ ~ ~ +.. M.... 1 ~ ~~ ~ ~! ' ; "'T_7 ~ 1 ~"' ~. r' y7 ~~ ~ ..~~< _... On May 13, 2004 Judge Edward E. Guido appointed the Cumberland County Office of Aging permanent Plenary Guardian of Estate for Lee Crull. Subsequently the Office of Aging became Mr. Crull's Representative Payee for his social security and Fiduciary for the Veteran's Administration. At the time of the guardianship, the Office of Aging closed Mr. Crull's personal checking account and opened a guardian checking account at M&T. Balance at the beginning of May 2008 was $1315.97. His monthly income during 2008 was $222.00 from social security (May -Dec 2008) and $240 (Jan -May 2009), $117.00 (May - Dec 2008) and now $12300 from Jan -May 2009) in Veterans Administration Compensation, $992.34 (From May-Dec 2008) and $1039.94 (Jan -May 2009) in Federal Civil Service Pension and $90.94 in Public School Pension. The total per month is currently $1494.00. The balance at the end of April 2009 was $2354.82. On October 29, 2009 Lee Crull passed away. Since the financial guardianship report in April, funds were spent on room and board at the nursing home, guardianship fees, glasses and some clothing items. His funeral arrangements were pre-paid. Attached is a financial summary of Lee Crull's income and expenses. Also attached is a spread sheet representing his checking account register. His final balance was $2587.03. The nursing home had already received their payment for October. The Office of Aging will be contacting the appropriate family members concerning their role in the disposition of his funds and property. ~f~ -~ D r v ~ m ~ c v n p 177 ~ - 0 0 0 0 0 0 0 ? ~ w C ~ N N N N N N ()l ~- -P 0 ~P 0 ~P 0 -P 0 -P 0 ~ 0 A 0 f- N ° ° ° ° ° ° ° Social Securit GJ o o o o o o o y qp ~ .~ N ~ ~ ~ Ul 01 N N ~ N N N -~ ~ W W O W W W ° O °° ° ° °° ° VaCom ~ oo O O o o o o p N O O O O O O ~p W W W W W W W CO CO CO CO Cfl CO CO °' ~° C° `O `O tO C° Civil Service Pension .p .p ~ .~ .p .P .A ~ co co co co co co cn o o o o o 0 °' C° `O `O ~O ~O ~ Public School Pension -P .~ .p .A ~ -p .p 0 0 0 0 0 0 0 `° ~' -' `' i" ~' -' Interest ao cn ~ w o 0o cn ~ ~ 0 0 ° o Miscellaneous o 00 --i -I D ~ N O. W O, ~ ~ _• pp W ~ W ~ ~ ~ ~ N ~ ~ N 0 31 C n rn - N o0 o w ao rn co `D o ~ o ~ ~ ~ ~ ~ Room and Board ~ ~ 3 ~ ~ m rn ~ ~ ~ .~ ~ ~ ~ ~ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ~ ° ° ° ° ° ° ° Guardianshi Fees o o o o o o o p rn ~ ~ a w w rn rn co 0 o Personal 0 0 ~ ~ Clothin g N CU CO N CJ7 -~ W W -~ -~ ~ O v ~ ~ O J1 f p CO ~ 0° °v °o o Miscellaneous , , ° ~ ~ ~ ~ ~ ~ W ~ ~ O -p .P v w co co -~ co m .p ~ ~ ~ ~ ~. ~ ~ iv o o o o o o Totallncome rn w cn -~ ao rn w ~ 0 Cfl ~ ~ ~ w ~ ~ -~ cn cn .t~ o -mo w ~ o rn a~ ~ -t~ -~ cn ~ cn cr w oo rn co co ~ ~ ~ ~ ~ ~ Total Ex ense o p N N N N ~ N N CJ1 O ~! CT1 -~ ~1 W 00 CT1 N O -~ W U1 V 00 00 O N 00 .~ O °' O' ~" tO °0 0o Balance W O O W ~. O N `G ~ o ~. co ~ o to O~ ~ 3 B o~ o~ Lee Crull DATE ~ ~ CHECK # CHECK AMOUNT DEPOSIT I AMOUNT BALANCE Description 4/30/2009 2354.82 5/1 /2009 ~ 123 2477.82 VA Com p ___ 5/1 /2009 1039.94 3517.76 Civil Service Pension 5/3/2009 240 3757.76 Soc Sec _ ~ 5/7/2009 250 4007.76 Stimulus _ _ ~ 5/19/2009 -- - -- - -- i_ --- -- _ ~ 5/19/2009 __ 5/29/2009 - - . -~-- -- - ---.._ 5/29/2009 - - --- -- - ~--- ----------~--- ~ 193 1---- - ;. _ 1.94 ; , ~ -- - -- _- -~ 1259.99 _ ------ -- ~ _ _ _ 100 - - - --- - , _ ---- ----_- 90 94 t i 0.15 I 2747.77 ~ ------ 2647.77 ' 2738 71 i-- ---- ' - --- ___2738.86 _ ~ Thornwald Home ~---------------- --------- 'Office Of Aging ___ _ __ _ __ __ _ Annuity ___ _______ __ ____ __ ____ -- --- Interest a ment - p y ' 611 /2009 ------ -- ----- -~ -- --------- ~ ._ __ _ - - --- - ~ I -- -- --- ~ 1 123 - 2861.86 ----- --- - -- -------- VA Com - P --- _ _ _ __ _____ ___ ~_ _6/1 /2009 1__ ______ ___ _ ~ 1039.94 3901.8 Civil Service Pension ______ 6/3/2009 __ _ 240 4141.8 Soc Sec __ 6/4/2009 195 19.98 4121.82 Cash-Clothing ____ 6/12/2009 196 1348.99 2772.83 Thornwald Home __ _ 6/12/2009 197 100 2672.83 _ Office Of Aging ----------- --- --- 1348.99 4021.82 -- _ Check #196 bounced 6/30/2009 90.94 4112.76 - Annuity 6/30/2009 0.18 4112.94 Interest payment 7/1/2009 123 4235.94 ___ VA Comp 7/1 /2009 7/3/2009 1039.94 240_ 5275.88 5515.88 Civil Service Pension Soc Sec _ _ ____ ___ __ __ _ 7/20/2009 19 8 946.44 2 ____ 2569.44 Thornwald Home ^ ~ _ _________ 7/20/2009 _____ _ 199 _ 100 2469.44 ___ ___ _____ Office Of Aging _ 10_0 2569.44 ck#197 BOUNCED ___ _________ _ 7/22/2009 __ ___ __2__0.0__ __ 100 __ _ 2469.44 Office of Aging-For June 2009 _____ 7/30/2009 _ _ _ _ 0.2 2469.64 interest payment _ __ __ 7/30/2009 ____ _____ _ _ 90.94 2560.58 _ Annuity _ ~ 8/1 /2009 8/1/2009 _. 8/3/2009_ _ _ 8/18/2009; 8/18/2009; 8/28/2009 ---_ _ . __ _ ~ 8/31/2009 _ ____8/31/2009 _ ~- -- - _ _ _ ! ~ ~ I ~ 201 ~ 1348.99 i 202: 100 ~ ~ 123 103.9 94i 240 _ ' ! t 0.13 123 90.94 , 2683.58 3723.52 ~ 3963.52 _! -- - 2614.53_ 2514.53 ! 2514.66 2637.66 2728.6 _ VA Comp _ _ ___ _ _ _ __ ____ _ _ __ Civil Service Pension Soc Sec _ __ _ -. - _ Thornwald Home Aging & Comm Svcs __ Interest payment _ VA Comp _____ Annuity _____ _______ _ 9/3/2009 __ 1039.94 3768.54 Civil Service Pension ______ 9/3/2009 240 4008.54 Soc Sec __ 9/21 /2009 203 1363.99 2644.55 Thornwald Home _ 9/21/2009 204 100 2544.55 Aging & Comm Svcs __ _ _ _ _ 9/30/2009 i 90.94 2635.49 __ Annuity __ _ _ ________ _____ 9/30/20091 ~ 9/30/2009 2.05 100 0.17' 2635.66 2535.66 Interest payment Cash _____ _ _ __~_ __ 9/30/2009 ~ _ 10/3/2009± ___ , ~ ______ -_ ~ _ 123 1039.94 _ 2658.66 3698.6 _ ~ VA Comp _ Civil Service Pension _ ~ 10/3/2009 i ...___.______-_~ ~ _ __ T_ I T 240 ! __ l 3938.6 i Soc Sec - ._.._ _ T _______ _~~ 10/14/2009; _10/21 /2009 ~ 206 i ___ 136.8; ± 9.87 _ _ i ~ T 3801.8 _ i 3791.93 ~ Horizon eye Care G__roup D I xe uu a checks _ _ _ _ 10/27/2009; 20-~ 1318.99 _ _ 2472.94 Thornwald Home __ 10/27/2009 8 100 { 2372.94 ;Aging & Comm Svcs _ ; 10/30/2009 i ~ 0.15 ~ 2373.09 ~ Interest payment _____ 10/30/2009 ' ~ 123 2496.09 ' VA Comp 10/30/2009 ~ ' 90.94 2587.03 Annuity