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HomeMy WebLinkAbout03-0238PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION / --o On the Petition of James Connors and Kevin Connors PETITION FOR APPOINTMENT OF GUARDIAN OF THE PERSON AND ESTATE OF AN ALLEGED INCAPACITATED PERSON TO THE HONORABLE PRESIDENT JUDGE OF SAID COURT: NOW COMES, Petitioners, James Connors and Kevin Connors, by and through their attorney, Marielle F. Hazen, Esquire and file the within Petition for the Appointment of Guardian of the Person and Estate of an Alleged Incapacitated Person, and in support hereof, aver as follows: 1. PHYLLIS CONNORS the alleged incapacitated person, currently resides at 502 Alison Avenue, Mechanicsburg, Pennsylvania 17055. birth being October 4, 1929. 3. 4. Pennsylvania She is seventy three years old, her date of PHYLLIS CONNORS is a widow. PHYLLIS CONNORS is not a patient in a mental hospital. The Petitioners are James Connors, of 1775 Winterhaven Drive, Mechanicsburg, 17055, and Kevin Connors of 27 Laurel Drive, Mechanicsburg, Pennsylvania 17055. They are two of PHYLLIS CONNORS' sons.. PHYLLIS CONNORS has five ~ children. 5. The names and addresses of those persons who would be the intestate heirs (or next of kin) of PHYLLIS CONNORS are as follows: William Connors (son), 345 Cochran Road, Lexington, Kentucky 40502; Michael Connors (son), 27 Saddlewood Drive, Minnetonka, Minnestoa 55345; Catherine Ferguson (daughter), 5509 Wells Curtice Road, Canandaigua, New York 14424, James Connors (son), of 1775 Winterhaven Drive, Mechanicsburg, Pennsylvania 17055, and Kevin Connors (son), of 27 Laurel Drive, Mechanicsburg, Pennsylvania 6. The names and addresses of the person or institutions providing residential services to PHYLLIS CONNORS are as follows: NONE 7. The names and addresses of other service providers are as follows: None. Her primary physician is: Peter Brier, M.D. Internists of Central Pennsylvania 108 Lowther Road Lemoyne, PA 17043 8. PHYLLIS CONNORS was/is not a member of the Armed Services of the United States and is not receiving benefits from the United States Veterans Administration. 9. The Petitioners asks that they, James Connors and Kevin Conno~, be appointed as Co-Guardians, individually or jointly, of the person and estate of PHYLLIS CONNORS. The proposed guardians are the sons of PHYLLIS CONNORS. All five children of PHYLLIS CONNORS join in this request that James Connors and Kevin Connors be appointed plenary Co- Guardians of the person and estate of PHYLLIS CONNORS. The proposed guardians have no imerests that are adverse to the interests of PHYLLIS 10. CONNORS. 11. Petitioners believe, and therefore aver, that no Court has ever assumed jurisdiction in a proceeding to determine whether PHYLLIS CONNORS is incapacitated. 12. Petitioners believe, and therefore aver, that PHYLLIS CONNORS has not previously had a guardian appointed, nor is a guardianship hearing pending in any other jurisdiction. 13. The reasons why this guardianship are being sought are as follows: PHYLLIS CONNORS is unable to manage her financial affairs or to make decisions regarding health care/medical decisions, due to mental illness including paranoid schizophrenia. 14. The functional limitations and physical mental condition of PHYLLIS CONNORS are: PHYLLIS CONNORS is not able to manage her financial affairs, nor is she able to make competent decisions as far as her welfare is concemed. PHYLLIS CONNORS has refused to pay her real estate taxes because she believes her priest told her not to do so. She has refused to pay other bills and refuses help fi.om any of her children. PHYLLIS CONNORS has had two recent inpatient admissions in psychiatric hospitals but is noncompliant with medical treatments including medications and follow-up appointments. PHYLLIS CONNORS has repeatedly contacted the FBI, the Attorney General's Office and the local police to allege that individuals are threatening her or trying to poison her. 15. The following steps have been taken, in order to find less restrictive alternative to the appointment of a guardian: PHYLLIS CONNORS is not competent to execute a power of attorney. No less restrictive alternatives are available to adequately provide for the physical and financial care of PHYLLIS CONNORS. 16. The Petitioners request that the guardians be granted powers to act for PHYLLIS CONNORS in the following specific areas: financial management, including the ability to sell PHYLLIS CONNORS' real estate, and medical and health care affairs including care and placement decisions, access to all medical records, including psychiatric records, and the power to make all decisions regarding medical treatment and life support. 17. The proposed guardians have the following qualifications: The proposed guardians are the sons of PHYLLIS CONNORS. The proposed guardians love and care for their mother. 18. The gross value of the Estate of PHYLLIS CONNORS is approximately Five Hundred and Fifty Thousand Dollars ($ 550,000), including her personal residence valued at approximately $170,000. PHYLLIS CONNORS' net income from all sources totals approximately Fifteen Hundred Dollars ($1500) per month. Petitioners respectfully request that the Court, under Section 5511 of the Probate, Estates and Fiduciaries Code, issue a Citation to PHYLLIS CONNORS, PHYLLIS CONNORS's next of kin, and to such other persons as the Court directs, to show cause why PHYLLIS CONNORS should not be adjudged to be an incapacitated person and plenary guardian of her person and estate be appointed. Respectfully submitted, Attorney for Petitioners Attorney ID No. 68003 2000 Linglestown Road, Suite 303 Harrisburg, Pennsylvania 17110 (717)540-4332 COMMONWEALTH OF PENNSYLVANIA · · SS: COUNTY OF CUMBERLAND : On this, the /~4~day of (~~_ ,2003, before me, the undersigned officer, personally appeared Kevin Connors who, being duly sworn according to law, does depose and say that the facts set forth in the foregoing Petition are true and correct to the best of his knowledge, information and belief. IN WITNESS WHEREOF, I hereunder set my hand and official seal. Kevin Connors SWORN to and subscribed before me this J~/Xday of ~ ,2003. Notarial Seal _Mark~e E ~ Notary Public _ UIt~ of .l'l~. bt~. Dauphin County My Commi~on Eapirea Sept. 23, 2006 VERIFICATION I verify that the statements made in this Petition are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. § 4904, relating to unswom falsification to authorities. Kevin Connors PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. Connors. CONSENT TO APPOINTMENT AS GUARDIAN The name of the proposed guardian of the person of PHYLLIS CONNORS is James Connors. The name of the proposed guardian of the estate of PHYLLIS CONNORS is James 3. The proposed guardian speaks, reads and writes the English lang?mge. person. The proposed guardian does not have an interest adverse to the alleged incapacitated 5. The proposed guardian is not a fiduciary, or officer or employee of a corporate fiduciary of an estate in which the alleged incapacitated person has an interest; and is not the surety, or officer or employee of a corporate surety of such fiduciary. Dated: ~/lO/~. PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. Connors. CONSENT TO APPOINTMENT AS GUAR1)IAN The name of the proposed guardian of the person of PHYLLIS CONNORS is Kevin Connors. The name of the proposed guardian of the estate of PHYLLIS CONNORS is Kevin 3. The proposed guardian speaks, reads and writes the English language. person. The proposed guardian does not have an interest adverse to the alleged incapacitated 5. The proposed guardian is not a fiduciary, or officer or employee of a corporate fiduciary of an estate in which the alleged incapacitated person has an interest; and is not the surety, or officer or employee of a corporate surety of such fiduciary. Dated: S/1o/o5 ~evin Connors PHYLLIS CONNORS an incapacitated person : 1N THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. On the Petition of James Connors and Kevin Connors REQUEST FOR ASSIGNMENT OF NON-JURY PROCEEDING We hereby request that this matter be assigned for judicial disposition. We certify that the following matter is ready for judicial disposition. Captions of related cases and names of judges previously assigned: None Respectfully Submitted, Date Marie~l~ F. Ha~en,/Esq: ~ PA I.D. No. 68003 2000 Linglestown Road, Suite 303 Harrisburg, PA 17110 (717) 540-4332 PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION · NO. o21-03-0.13t5___ On the Petition of James Connors and Kevin Connors PRELIMINARY ORDER OF COURT AND NOW, this f6-~ day of?9?ff/9~.~4 ,2003, the foregoing Petition having been presented in open Court, upon consideration thereof and on motion of Marielle F. Hazen, Esquire, Counsel for the Petitioner, it is ORDERED and DECREED that a Citation be awarded, directed to PHYLLIS CONNORS to show cause why she should not be adjudged an incapacitated person and a plenary guardian of her estate and person be appointed, retumable ~~/~7 , 2003 at ~ o'clock,.,~vl., prevailing time. _xm_ The time and place of hearing on the petition for appointment of a guardian of the estate and person of the alleged incapacitated person are fixed for ~/~ / 7 , 2003, at/~ ;5©o'clockfi M., prevailing time, in the Orphans' Court Division, CUMBERLAND County Courthouse, Carlisle, Pennsylvania. At least twenty days, written notice of the hearing shall be given to PHYLLIS CONNORS, the alleged incapacitated person, by serving her personally with the Citation and this Order of Court and a copy of the foregoing petition together with an explanation of the content and terms of the petition; and at least /O days' written notice of the petition and hearing shall also be given to the next of kin and to the following parties in interest: William Connors, 345 Cochran Road, Lexington, Kentucky 40502; Michael Connors, 27 Saddlewood Drive, Minnetonka, Minnestoa 55345; and Catherine Ferguson, 5509 Wells Curtice Road, Canandaigua, New York 14424, either personally or by registered or certified mail. ": BY THE COURT: ~ ~ J' IN RE: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. On the Petition of James Connors and Kevin Connors CITATION YOU ARE HEREBY NOTIFIED THAT THE ATTACHED PETITION FOR THE APPOINTMENT OF A GUARDIAN HAS BEEN FILED WITH THE ORPHANS' COURT OF CUMBERLAND COUNTY AND THAT A HEARING ON THE PETITION HAS BEEN SCHEDULED BEFORE , IN COURTROOM NUMBER _, LOCATED IN THE CUMBERLAND COUNTY COURTHOUSE, AT HANOVER AND HIGH STREETS, CARLISLE, PENNSYLVANIA, ON THE DAY OF ,2003, AT O'CLOCK _.M. (PREVAILING TIME). THE PURPOSE OF THIS HEARING IS TO DETERMINE: 1. WHETHER YOU SUFFER FROM ANY MENTAL OR PHYSICAL IMPAIRMENT WHICH WOULD AFFECT YOUR ABILITY TO RECEIVE AND EVALUATE INFORMATION EFFECTIVELY AND COMMUNICATE DECISIONS; AND YOUR 2. WHETHER SUCH IMPAIRMENT, IF ANY, IS SIGNIFICANT ENOUGH TO RENDER YOU PARTIALLY OR TOTALLY UNABLE TO MANAGE YOUR FINANCIAL RESOURCES OR TO MEET ESSENTIAL REQUIREMENTS FOR YOUR PHYSICAL HEALTH AND SAFETY. AT THE TIME OF THE HEARING, THE COURT WILL RECEIVE EVIDENCE ABOUT ALLEGED INCAPACITIES OR FUNCTIONAL LIMITATIONS. IF THE COURT DETERMINES THAT INCAPACITIES OR FUNCTIONAL LIMITATIONS EXIST, THE COURT MAY APPOINT A GUARDIAN TO ACT ON YOUR BEHALF. THE APPOINTMENT OF A GUARDIAN IS A MATTER OF GREAT IMPORTANCE SINCE IT WOULD RESTRICT AND INFRINGE UPON YOUR LEGAL RIGHT TO PERFORM CERTAIN ACTIVITIES OR TO MAKE CERTAIN DECISIONS, POSSIBLY INCLUDING THE RIGHT TO HANDLE YOUR OWN MONEY AND TO DECIDE WHERE YOU LIVE. DUE TO THE SERIOUSNESS OF THIS PROCEEDING, YOU HAVE THE RIGHT TO REQUEST THE APPOINTMENT OF COUNSEL AND TO HAVE COUNSEL APPOINTED IF THE COURT DEEMS IT APPROPRIATE. IF YOU CANNOT AFFORD COUNSEL, YOU HAVE THE RIGHT TO HAVE SUCH COUNSEL PAID FOR BY THE COUNTY. IF YOU DO NOT HAVE AN ATTORNEY, OR CANNOT AFFORD ONE, GO TO, OR TELEPHONE THE OFFICE LISTED BELOW TO FIND OUT WHERE YOU CAN GET LEGAL HELP. CUMBERLAND COUNTY LAWYER REFERRAL SERVICE 2 LIBERTY AVENUE CARLISLE, PA (717) 249-3166 YOU ALSO HAVE THE RIGHT TO REQUEST THE COURT TO ORDER AN INDEPENDENT EVALUATION OF YOUR ALLEGED INCAPACITIES. ADDITIONALLY, YOU HAVE THE RIGHT TO A TRIAL BY JURY ON THE ISSUE OF YOUR ALLEGED INCAPACITIES. YOU HAVE A RIGHT TO BE PRESENT AT THE COURT HEARINGS UNLESS YOUR PHYSICAL OR MENTAL CONDITION WOULD BE HARMED BY YOUR PRESENCE, OR IF YOU ARE OUT OF PENNSYLVANIA. YOU HAVE THE RIGHT TO APPEAL THE COURT'S DECISION REGARDING INCAPACITY OR FUNCTIONAL LIMITATIONS AND THE APPOINTMENT OF GUARDIANS BY FILING NOTICE OF APPEAL TO THE SUPERIOR COURT OF PENNSYLVANIA WITHIN DAYS OF THE COURT'S DECISION. YOU ALSO HAVE THE RIGHT TO PETITION THE ORPHANS' COURT OF CUMBERLAND COUNTY FOR A REVIEW HEARING TO MODIFY OR TERMINATE THE GUARDIANSHIPS WITHIN 10 DAYS OF THE COURT'S DECISION. YOU MUST ACT PROMPTLY IF YOU HAVE REASONS WHY YOU THINK YOU ARE NOT AN INCAPACITATED PERSON, AND IF YOU OBJECT TO HAVING A GUARDIAN APPOINTED FOR YOUR PERSON AND/OR FOR YOUR PROPERTY. YOU MUST TELL THE COURT YOUR REASONS, OR HAVE YOUR ATTORNEY TELL THE COURT THE REASONS BEFORE OR AT THE TIME OF THE HEARING. WITNESS MY HAND AND SEAL THIS DAY OF ,2003. By: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors CERTIFICATE OF SERVICE I, Marielle F. Hazen, Esquire, certify that on ~//Q/'/m/zj / ,2003, I served a true and correct copy of the within Petition for Appointment of Guardian of the Person and Estate of an Alleged Incapacitated Person on the parties named below, by depositing same in the United States mail, certified mail, postage prepaid as follows: William Connors 345 Cochran Road Lexington, KY 40502 Michael Connors 27 Saddlewood Drive Minnetonka, Minn. 55345 Catherine Ferguson 5509 Wells Curtice Road Canandaigua, NY 14424 Datd Respectfully Submitted, Marlelle F. Hazen, Esq. PA I.D. No. 68003 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 (717) 540-4332 PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors NOTICE REGARDING REPRESENTATION OF ALLEGED INCAPACITATED PERSON In conformity with statute 20 Pa. C.S. Section 551 l(a), please take notice that counsel has not been retained by or on behalf of the alleged incapacitated person, and that the hearing to determine this matter is scheduled on April 17, 2003, at 10:30 in Courtroom #4 in the Cumberland County Courthouse, Carlisle, Pennsylvania. Respectfully Submitted, Date l~Iarielle F.'l~az~een, Esq. PA I.D. No. 68003 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 (717) 540-4332 IN RE: pHyLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors PROOF OF SERVICE OF CITATION I, Marielle F. Hazen, Attorney for Petitioners, hereby certify that service of a copy of the Citation and Petition, a copy of which is attached, was made on Phyllis Connors, by reading a copy of it to her on March 28, 2003, at 3:30 p.m. at her residence located at 502 Alison Avenue, Mechanicsburg, Pennsylvania, 17055. I read the Petition and Citation to the alleged incapacitated perso, n, and then explained the documents to her, to the maximum extent possible, in language and terms she was likely to understand. Date Respectfully Submitted, PA I.D. No. 68003 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 (717) 540-4332 PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors. FINAL ORDER OF COURT APPOINTING PLENARY GUARDIAN. AND NOW, this I ~t ~tay of ,~t/,,' / ,2003, a hearing in this case having been held onA/,,~'t~t / ~ '~ 2003 at ! O' ~o a.m., and it appearing to the Court that PHYLLIS CONNORS was served with a Citation and Notice of this hearing on March 28, 2003, and the Court finds that the physical or memal condition of PHYLLIS CONNORS would be harmed by her presence at hearing, and further finds from the testimony: 1. That PHYLLIS CONNORS suffers from dementia and paranoid schizophrenia with periodic paranoid and delusional behaviors, conditions which impair her capacity to receive and evaluate information effectively and to make and communicate decisions concerning her managen~nt of financial affairs or to meet essential requirements for her physical health and safety. 2. That there are insufficient supports available to assist PHYLLIS CONNORS in such decisions and that there exists no other less restrictive alternative mechanism for decision-making. 3. That based on the total incapacity of PHYLLIS CONNORS to receive and evaluate information and to make or communicate 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 convincing evidence supporting the foregoing findings it is ORDERED, ADJUDGED and DECREED that PHYLLIS CONNORS be and is hereby adjudged an incapacitated person, and JAMES CONNORS and KEV1N CONNORS are appointed Plenary Permanem Co-Guardians of the Person and Estate, to act individually and/or jointly on her behalf. As Plenary Permanent Co-Guardians of the person, James Connors and Kevin Connors have the authority to access all PHYLLIS CONNORS' medical records, including but not limited to psychiatric records, and to make healthcare decisions, including end of life and life support decisions, and decisions regarding assisted living or nursing home placement for PHYLLIS CONNORS. As Plenary Permanent Co-Guardians of the Estate, James Connors and Kevin Connors shall have all those powers set forth in 20 Pa. C.S.A. §5511, et seq., and shall specifically have the authority to sell any real property owned by PHYLLIS CONNORS and to make expenditures from principal for PHYLLIS CONNORS' care, taxes and upkeep of PHYLLIS CONNORS'S real property pending sale, and prepayment of fimeral and burial expenses for PHYLLIS CONNORS. An Inventory must be filed within ninety (90) days. A report by the Co-Guardians shall be filed within 12 months and annually thereat~er. Bond in the amount of -- O -- shall be posted by the Co-Guardians. PHYLLIS CONNORS, an incapacitated person, has the right to appealthis Order of Court by filing exceptions within ten (10) days of this date or to petition this Court for a review hearing to modify or terminate the guardianship herein established. If PHYLLIS CONNORS was not present at this hearing on appointment ora guardian then petitioner shall serve upon and read to PHYLLIS CONNORS the Statement of Rights, a copy of which is Attached to this Order as Exhibit "A", and file proof of such service with this Court within ten days. BY THE COURT: PHYLLIS CONNORS an incapacitated person IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. STATEMENT OF RIGHTS UPON APPOINTMENT OF A GUARDIAN AN ORDER HAS BEEN ENTERED WHEREBY YOU HAVE BEEN ADJUDICATED AN INCAPACITATED PERSON AND UNABLE TO CARE FOR YOURSELF AND/OR MANAGE YOUR PERSONAL AFFAIRS. YOU HAVE THE RIGHT TO FILE EXCEPTIONS TO THE COURT'S DECISION WITHIN TEN (10) DAYS OF THE DATE OF THE COURT'S ORDER. IF YOU FAIL TO FILE EXCEPTIONS, THE ORDER WILL BECOME FINAL. IN THE EVENT THAT YOU FILE EXCEPTIONS AND THEY ARE DENIED, YOU HAVE A RIGHT TO FILE AN APPEAL TO THE SUPERIOR COURT WITHIN THIRTY (30) DAYS OF THE DATE OF THE DENIAL OF THE EXCEPTIONS. IN ADDITION, YOU MAY PETITION THE COURT AT ANY FUTURE TIME TO MODIFY OR TO TERMINATE THE GUARDIANSHIP IF THERE IS A CHANGE IN YOUR CAPACITY OR IF YOUR GUARDIAN FAILS TO PERFORM HIS/HER DUTIES IN ACCORDANCE WITH THE COURT'S ORDER. IF YOU WISH TO APPEAL THE ORDER OR TO PETITION THE COURT TO MODIFY OR TERMINATE THE GUARDIANSHIP, YOU HAVE THE RIGHT TO BE REPRESENTED BY AN ATTORNEY. IF YOU DO NOT HAVE AN ATTORNEY, THE COURT MAY APPOINT ONE TO REPRESENT YOU. IF YOU CANNOT AFFORD AN ATTORNEY, THE SERVICES OF AN ATTORNEY WHOM THE COURT MAY APPOINT FOR YOU MAY BE PROVIDED AT NO COST TO YOU. Exhibit A IN RE: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors JOINDER I, Catherine Ferguson, daughter of Phyllis Connors, join in this Petition for the Appointment of Guardians of the Person and Estate of an Alleged Incapacitated Person filed by James Connors and Kevin Connors to have James Connors and Kevin Connors appointed as Guardians of the Person and Estate of Phyllis Connors. Witness: Catherine'F~rgus0n /~ STATE OF · · COUNTY OF · ON THIS, the ~c~ day of ~)h~j~ , 2003, before me a Notary Public, personally appeared CATHERINE ~FERGUSON, known to me to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. Not~..P-u~iic ' ' KATHLEEN M. BROWN ~ Nota~ Publio, 8tare of New York Qualified in Monroe County . il Comm~n rman~ ~an. a~, ~o~/o I, ~ P.E: FHYLI.IS COlqlNORS thc P~i~im of Jme~s Couu~ snd KevJn Connors 1, ~ C~.~ors, son of Phyllis Connon, join in this Petition fo~ the AppoJrmneut ~ ~t~ of ~e ~ ~d ~e of ~ ~le~ 1~~ ~ t~ u ~~ of~e P~n ~ E~e of~H~ C~, STATB OF : COUN~ OF : aplmnnM ]vlICHAF.~ CONNORS, known ~ n~ I~ be tim ~ who~ nnme 1~ lublorib~ to Om within is~n~mt and .~knowled~eci that he exeouted the same f~ the Puri~s ther~n ~ontal~ed. IN WITNESS WHE~i~. ! have hareunm m myhand and o~oial seal. TOTI:L P. IN RE: PHYLLIS CONNORS : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 21-2003-0238 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 will be affected, including our right to manage money and property and to make decisions. A copy of the petition which has been filed by James Connors and Kevin Connors is attached. You are hereby ordered to appear at a heating to be held in Court Room No. 4, Cumberland County Courthouse, Carlisle, Pennsylvania, on April 17 ,2003, at 10:30 A.M. to tell the Court why is 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 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 live, 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 paid for you if you 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 disability and your capacity to make and communicate decisions. The Guardian will be of your person and/or your money and other property and will have either 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 gift of your money to other property. If the court finds that you are partially incapacitated, your legal rights will also be limited 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 hearing in your absence and may appoint the Guardian requested. Clerk, Orphans' Court Division Cumberland County, Carlisle, PA My Commission Expires 1 st Monday, January, 2006 IN RE: PHYLLIS CONNORS · IN THE COURT OF COMMON~,PLEAS · O~HANS' COURT DIVISION ~ incapacitated person NO. 31-03-02~ On the Petition of James Connors and Kevin Connors Cttmbe~anO (';o., PA JOINDER I, William Connors, son of Phyllis Connors, join in this Petition for the Appointment of Guardians of the Person and Estate of an Alleged Incapacitated Person filed by James Connors and Kevin Connors to have James Connors and Kevin Connors appointed as Guardians of the Person and Estate of Phyllis Connors. Witness: William Connors STATE OF ON THIS, the/~r ~day of ~ ,2003, before me a Notary Public, personally appeared WILLIA[~ CONNORS, known to me to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. l',,fotary Public MY COMMISSION O,q!GINA IN RE: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors PROOF OF SERVICE OF STATEMENT OF RIGHTS I, Marielle F. Hazen, Attomey for Petitioners, hereby certify that service of a copy of the Final Order and Statemem of Rights, a copy of which is attached, was made on Phyllis Connors, by mailing a copy of it to her on April 18, 2003, certified and regular mail, to her residence located at 502 Alison Avenue, Mechanicsburg, Pennsylvania, 17055. Respectfully Submitted, ~l/afie~e F. I~azen, E~. PA I.D. No. 68003 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 (717) 5404332 Linglestown lkoad 3O3 isburg. PA 17110 nElderLaw~paonline'c°m Marielle E Hazen Attorucy at Law (7 i7) 54()-4331 (717) 54(~-4313 v^× Certi~('d Elder La., Attor.ey by the ~atio.al Elder Lau~ Fo..datio" Lice.seal in pemls¥1vania and Texas April 1 $, 2003 Mrs. Phyllis Connors 502 Alison Avenue Mechanicsburg, PA 17055 RE: Statement of Rights Dear Mrs. Connors: Enclosed please find a copy of the Statement of Rights Upon Appointment of a Guardian. I tried unsuccessfully to personally serve this statement on you April 17, 2003, however, you did not answer the door. This Statement of Rights advises you that you have been adjudicated an incapacitated person and James and Kevin Connors have been appointed Plenary Co-Guardians of your person and estate. You have a right to file exceptions to this Court Order within ten (10) days of the date of the Court Order. Please note that the Order is dated April 17, 2003. Sincerely, Marielle F. Hazen Enclosure MFH/ks Cc: Kevin Connors Postage Certified Fee Return Receipt Fee rtl (Endorsement Required) r"l Restricted Delivery Fee (Endorsement Required) Total Postage & Fees PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors. FINAL ORDER OF COURT APPOINTING PLENARY GUARDIAN AND NOW, this Ir] dayof held on ~R I L. 1'3 -'D-¢' ,2003 at ,2003, a hearing in this case having been a.m., and it appearing to the Court that PHYLLIS CONNORS was served with a Citation and Notice of this hearing on March 28, 2003, and the Court finds that the physical or mental condition of PHYLLIS CONNORS would be harmed by her presence at hearing, and further finds from the testimony: 1. That PHYLLIS CONNORS suffers from dementia and paranoid schizophrenia with periodic paranoid and delusional behaviors, conditions which impair her capacity to receive and evaluate information effectively and to make and communicate decisions concerning her management of financial affairs or to meet essential requiremems for her physical health and safety. 2. That there are insufficient supports available to assist PHYLLIS CONNORS in such decisions and that there exists no other less restrictive alternative mechanism for decision-making. 3. That based on the total incapacity of PHYLLIS CONNORS to receive and evaluate information and to make or communicate decisions, a plenary Guardian &the Person and a plenary Guardian of the Estate are required on a permanent basis. NOW, THEREFORE, based on the clear and convincing evidence supporting the foregoing findings it is ORDERED, ADJUDGED and DECREED that PHYLLIS CONNORS be and is hereby adjudged an incapacitated person, and JAMES CONNORS and KEVIN CON-NORS are appointed Plenary Permanent Co-Guardians of the Person and Estate, to act individually and/or jointly on her behalf. As Plenary Permanent Co-Guardians of the person, James Connors and Kevin Connors have the authority to access all PHYLLIS CONNORS' medical records, including but not limited to psychiatric records, and to make healthcare decisions, including end of life and life support decisions, and decisions regarding assisted living or nursing home placement for PHYLLIS CONNORS. As Plenary Permanent Co-Guardians of the Estate, James Connors and Kevin Connors shall have all those powers set forth in 20 Pa. C.S.A. §5511, et seq., and shall specifically have the authority to sell any real property owned by PHYLLIS CONNORS and to make expenditures from principal for PHYLLIS CONNORS' care, taxes and upkeep of PHYLLIS CONNORS'S real property pending sale, and prepayment offimeral and burial expenses for PHYLLIS CONNoRS. An Inventory must be filed within ninety (90) days. A report by the Co-Guardians shall be filed within 12 months and annually thereafter. Bond in the amount of ~ C~4'- shall be posted by the Co-Guardians. PHYLLIS CONNORS, an incapacitated person, has the right to appeal this Order of Court by filing exceptions within ten (10) days of this date or to petition this Court for a review hearing to modify or terminate the guardianship herein established. If PHYLLIS CONNORS was not present at this hearing on appointment of a guardian then petitioner shall serve upon and read to PHYLLIS CONNORS the Statemem of Rights, a copy of which is Attached to this Order as Exhibit "A", and file proof of such service with this Court within ten days. BY THE COURT: A TRUE COPY FROM RECORD In Testimony wflerof, I hereunto , ,, c e', of e Orp ,n Oo .r "--,, Cumberland Cou~ I~ {~'| ~,L.~{~,_~ IN RE: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. : .. ST ,ATEMENT OF RIGHTS UPON APPOINTMENT OF A GUARDIAN AN ORDER HAS BEEN ENTERED WHEREBY YOU HAVE BEEN ADJUDICATED AN INCAPACITATED PEP, SON AND UNABLE TO CARE FOR YOURSELF AND/OR MANAGE YOUR PERSONAL AFFAIRS. YOU HAVE, THE RIGHT TO FILE EXCEPTIONS TO THE COURT'S DECISION WIT]~ TEN (10) DAYS OF THE DATE OF THE COURT'S ORDER. IF YOU FAIL TO FILE EXCEPTIONS, THE ORDER WILL BECOME FINAL. IN THE EYENT THAT YOU FILE EXCEI:rJ~IONS AND THEY ARE DENIED, YOU HAVE A RIGHT TO FILE AN APPEAL TO THE SUPERJOR COURT WITHIN THIRTY (30) DAYS OF THE DATE OF THE DENIAL OF THE EXCEPTIONS. IN ADDITION, YOU MAY PETITION THE COURT AT ANY FUTURE TIME TO MODIFY OR TO TERMINATE THE GUARDIANSHIP IF THERE IS A CHANGE IN YOUR CAPACITY OR IF YOUR GUARDIAN FAILS TO PERFORM HIS/HER DUTIES IN ACCORDANCE WITH THE COURT'S ORDER. IF YOU WISH TO APPEAL THE ORDER OR TO PETITION THE COURT TO MODIFY OR TERMINATE THE GUARDIANSHIP, YOU HAVE THE RIGHT TO BE REPRESENTED BY AN ATTORNEY. IF YOU DO NOT HAVE AN ATTORNEY, THE COURT MAY APPOINT ONE TO REPRESENT YOU. IF YOU CANNOT AFFORD AN ATTORNEY, THE SERVICES OF AN ATTORNEY WHOM THE COURT MAY APPOINT FOR YOU MAY BE PROVIDED AT NO COST TO YOU. Exhibit A Memo To: From: Re: Clerk of Cumberland County Orphans Court Kevin Connors; James Connors (Plenary Permanent Co-Guardians) 7/2/2003 Inventory of Assets for Phyllis Connors (No. 31-03-0238) This document is in fulfillment of our obligation as Plenary Permanent Co-Guardians to file an inventory of assets within 90 days of the final court order. I have enclosed a ten-dollar check to cover the cost of filing. If there are any questions or concerns please feel free to contact me at: 2185 Canterbury Ddve Mechanicsburg, Pa. 17055 717-691-6833 Thank you for your cooperation in this matter. Regards, Kevin M. Connors Phyllis Connors (No. 31-03-0238) Asset Inventory as of 4/23/2003 Inves{ment Current Value 1 Notes _ ~Sin~lle Account: 9t Money Market $12,35 CATS 13.875% ~37~1_~.~Mature 5/15/11 -- FHLMC $2,644' Paying ~1 back monthly Dela PA Tax-Free __ $94,475 Dela Delchester $3,481 Completely tax-free Agere A $17 spin-off from Lucent Agere B $430 spin-off from Lucent BellSouth $27,770 Lucent $1,567 Qwest $2,008 SBC Comm _ $34,912 Verizon Comm $35,890 Variable Annuities: Hartford IRA $22,960 death benefit of $33,545; all 5 children Phoenix TIP --- $11,080 death benefit of $24,072; Prim: Micheal; Cont: Wm. Fixed Annuity CUNA IRA _ $50,~000 Through BELCO Credit Union Real Estate. Home $170,000 502 Alison Ave.; Mech. Pa. Bank Accounts: Thru BELCO Credit Union Savings $11 Checking _ ____ $9,229 Total Value of Assets $516,028 -- '03 JUL-7 ,~11:46 Page 1 of 1 IN RE: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION · NO. 31-03-0238 On the Petition of James Connors and Kevin Connors = ~ c5 = ~: PETITION TO AMENO GUAROra. NSmP OROER ~ TO THE HONORABLE PRESIDENT JUDGE OF SAID COURT: "'~ ~: ho ~::-: .., AND NOW come Petitioners, James Connors and Kevin Connors, by and through their attorney, Marielle F. Hazen, of the Law Office of Marielle F. Hazen, and file this Petition to Amend Guardianship Order and in support hereof aver as follows: 1. Petitioners, James Connors and Kevin Connors, are the sons of PHYLLIS CONNORS. James Connors resides at 1775 Winterhaven Drive, Mechanicsburg, Pennsylvania 17055, and Kevin Connors resides at 27 Laurel Drive, Mechanicsburg, Pennsylvania 17055. 2. By Order of Court dated April 17, 2003, PHYLLIS CONNORS was adjudicated totally incapacitated, and James Connors and Kevin Connors were appointed Plenary Permanent Co-Guardians, to act jointly and/or individually, on behalf of the Person and Estate of PHYLLIS CONNORS. A tree and correct copy of the Order is attached hereto as Exhibit "A." 3. PHYLLIS CONNORS' next of kin and intestate heirs are her five (5) children: William Connors (son), 345 Cochran Road, Lexington, Kentucky 40502; Michael Connors (son), 4569 Saddlewood Drive, Minnetonka, Minnestoa 55345; Catherine Ferguson (daughter), 5509 Wells Curtice Road, Canandaigua, New York 14424, James Connors (son), of 1775 Winterhaven Drive, Mechanicsburg, Pennsylvania 17055, and Kevin Connors (son), of 2185 Canterbury Drive, Mechanicsburg, Pennsylvania 17055. 4. PHYLLIS CONNORS suffers from dementia and paranoid schizophrenia with periodic paranoid and delusional behaviors. PHYLLIS CONNORS currently resides in her home at 502 Alison Avenue, Mechanicsburg, Pennsylvania 17055. 5. PHYLLIS CONNORS's total gross resources are approximately Five Hundred and Fifty Thousand Dollars ($550,000.00), including her personal residence valued at approximately One Hundred Seventy Thousand Dollars ($170,000.00). PHYLLIS CONNORS' net income from all sources totals approximately One Thousand Five Hundred Dollars ($1,500.00) per month. 6. PHYLLIS CONNORS' son, Michael Connors is experienced in handling financial matters and is willing to assist the Petitioners with the management of PHYLLIS CONNORS' financial matters. Petitioners would like to add their brother, Michael Connors, as a Co-Guardian of the Person and Estate of PHYLLIS CONNORS to share the responsibilities of the guardianship. 7. Petitioners request that Michael Connors be added as an additional plenary Co- Guardian of the person and estate of PHYLLIS CONNORS to act jointly and/or individually with Petitioners. 8. The proposed additional Co-Guardian has no interests which are adverse to the interests of PHYLLIS CONNORS. 9. The proposed Co-Guardian has the following qualifications: The proposed Co- Guardian is the son of PHYLLIS CONNORS. The proposed Co-Guardian loves and cares for PHYLLIS CONNORS. 10. Attached to this Petition are Joinders from the remaining intestate heirs, William Connors and Catherine Ferguson. 11. Pursuant to the Probate, Estates, and Fiduciary Code, 20 Pa.C.S.A. §5511, et seq., the Court may appoint an additional Plenary Permanent Co-Guardian to act jointly and/or individually with Petitioners for the benefit of the Incapacitated Person. WHEREFORE, Petitioners request this Honorable Court to enter an Order, pursuant to Section 5511 of the Probate, Estates and Fiduciaries Code, appointing Michael Connors to act jointly and/or individually with James Connors and Kevin Connors as Permanent Plenar~ Co- Guardian of the Person and Estate of PHYLLIS CONNORS. Date: Respectfully submitted, ~ri~l~ F.----~-I-~en; l~quire Attorney ID No. 68003 2000 Linglestown Road, Suite 303 Harrisburg, Pennsylvania 17110 (717) 540-4332 Attorney for Petitioner VERIFICATION I verify that the statements made in this Petition are tree and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unswom falsification to authorities. KEVIN CONNORS VERIFICATION I verify that the statements made in this Petition are tree and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unswom falsification to authorities. (~/MES CONNORS COMMONWEALTH OF PENNSYLVANIA · COUNTY OF DAUPHIN · SS: this, the ,50' day of ,~gL//l~ ,2004, before me, the undersigned officer, personally appeared KEVIN CONNORS who, being duly sworn according to law, does depose and say that the facts set forth in the foregoing Petition are tree and correct to the best of his knowledge, information and belief. IN WITNESS WHEREOF, I hereunder set my hand and official seal. .... "Cc~ ,. I,. (~,~,~4~o~.4...__~. /m vIN C6N ORs SWORN to and subscribed before me this ~' day of ~'~cflt/~/u-~ , ,2004. Notarial Seal Marielle E H~en, Notary Public City of Harrisburg, Dauphin County My Commission Expires Sept. 23, 2006 COMMONWEALTH OF PENNSYLVANIA · COUNTY OF DAUPHIN · SS: On this, the~'~(.9~ day oft-r'- ~--,j~r}~~r , 2004, before me, the undersigned officer, personally appeared JAMES CONNORS who, being duly sworn according to law, does depose and say that the facts set forth in the foregoing Petition are tree and correct to the best of his knowledge, information and belief· IN WITNESS WHEREOF, I hereunder set my hand and official seal. SWORN to and subscribed before me this ~2)~/'k day of ~C~ ,2004. /ar~?ublic Notarial Seal Marielle E Hazen, Notary Public City of Harrisburg, Dauphin County My Commission Expires Sept. 23, 2006 PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors CONSENT TO APPOINTMENT AS GUARDIAN 1. The name of the proposed Co-Guardian of the person of PHYLLIS CONNORS is Michael Connors. 2. The name of the proposed Co-Guardian of the estate of PHYLLIS CONNORS is Michael Connors. 3. The proposed Co-Guardian speaks, reads and writes the English language. 4. The proposed Co-Guardian does not have an interest adverse to the alleged incapacitated person. 5. The proposed Co-Guardian is not a fiduciary, or officer or employee of a corporate fiduciary of an estate in which the alleged incapacitated person has an interest; and is not the surety, or officer or employee of a corporate surety of such fiduciary. Dated: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors. FINAL ORDER OF COURT APPOINTING PLENARY GUARDIAN AND NOW, this Itl re4 ayof heldon /~PRIL 1'7-F~ ,2003 at { ~): .~C~ a.m., and it appearing to the Court that PHYLLIS CONNORS was served with a Citation and Notice of this hearing on March 28, 2003, and the Court finds that the physical or mental condition of PHYLLIS CONNORS would be harmed by her presence at hearing, and further finds fi.om the testimony: 1. That PHYLLIS CONNORS suffers fi.om dementia and paranoid schizophrenia with periodic paranoid and delusional behaviors, conditions which impair her capacity to receive and evaluate information effectively and to make and communicate decisions concerning her management of financial affairs or to meet essential requirements for her physical health and safety. 2. That there are insufficient supports available to assist PHYLLIS CONNORS in such decisions and that there exists no other less restrictive alternative mechanism for decision-making. 3. That based on the total incapacity of PHYLLIS CONNORS to receive and evaluate information and to make or communicate 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 convincing evidence supporting the foregoing findings it is ORDERED, ADJUDGED and DECREED that PHYLLIS CONNORS be and is hereby adjudged an incapacitated person, and JAMES CONNORS and KEVIN CON'NORS are ,2003, a hearing in this ease having been appointed Plenary Permanem Co-Guardians of the Person and Estate, to act individually and/or jointly on her behalf.. As Plenary Permanent Co-Guardians of the person, James Connors and Kevin Connors have the authority to access all PHYLLIS CONNORS' medical records, including but not limited to psychiatric records, and to make healthcare decisions, including end of life and life support decisions, and decisions regarding assisted living or nursing home placement for PHYLLIS CONNORS. As Plenary Permanent Co-Guardians of the Estate, James Connors and Kevin Cormors shall have all those powers set forth in 20 Pa. C.S.A. §5511, et seq., and shall specifically have the authority to sell any real property owned by PHYLLIS CONNORS and to make expenditures from principal for PHYLLIS CONNORS' care, taxes and upkeep of PHYLLIS CONNORS's real property pending sale, and prepayment of funeral and burial expenses for PHYLLIS CON'NORS. An Inventory must be filed within ninety (90) days. A report by the Co-Guardians shall be filed within 12 months and annually thereafter. Bond in the amount of -- C~- shall be posted by the Co-Guardians. PHYLLIS CONNORS, an incapacitated person, has the right to appeal this Order of Court by filing exceptions within ten (10) days of this date or to petition this Court for a review hearing to modify or temainate the guardianship herein established. If PHYLLIS CONNORS was not presem at this hearing on appointmem of a guardian then petitioner shall serve upon and read to PHYLLIS CONNORS the Statement of Rights, a copy of which is Attached to this Order as Exhibit "A", and file proof of such service with this Court within ten days. BY THE COURT: ,~ TRUE COPY FROM RECORD In Testimony wherof, I hereunto of~fld Oourt at Carlisle, PA I · Cle~l~of the Orphans 0o~.~ ir[q,,~-'h '~x '/ 1\ PHYLLIS CONNORS an incapacitated person IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. STATEMENT OF RIGHTS UPO,,N APPOINTME. ,NT OF A GUARDIAN AN ORDER HAS BEEN ENTERED WHEREBY YOU HAVE BEEN ADJUDICATED AN INCAPACITATED PERSON AND UNABLE TO CARE FOR YOURSELF AND/OR MANAGE YOUR PERSONAL AFFAIRS. YOU HAVE. THE RIGHT TO FILE EXCEPTIONS TO THE COURT'S DECISION WIT[-HN TEN (10) DAYS OF THE DATE OF THE COURTS ORDER. IF YOU FAIL TO FILE EXCEPTIONS, THE ORDER WILL BECOME FINAL. IN THE EVENT THAT YOU FILE EXCEPTIONS AND THEY ARE DENIED, YOU HAVE A RIOHT TO FILE AN APPEAL TO THE SUPERIOR COURT WITHIN THIRTY (30) DAYS OF THE DATE OF THE DENIAL OF THE EXCEPTIONS. IN ADDITION, YOU MAY PETITION THE COURT AT ANY FUTURE TIME TO MODIFY OR TO TERMINA~ THE GUARDIANSHIP IF THERE IS A CHANGE IN YOUR CAPACITY OR IF YOUR GUARDIAN FAILS TO PERFORM HIS/HER DUTIES IN ACCORDANCE WITH THE COURT'S ORDER. IF YOU WISH TO APPEAL THE ORDER OR TO PETITION THE COURT TO MODIFY OR TERMINATE THE GUARDIANSHIP, YOU HAVE THE RIGHT TO BE REPRESENTED BY AN ATTORNEY. IF YOU DO NOT HAVE AN ATTORNEY, THE COURT MAY APPOINT ONE TO REPRESENT YOU. IF YOU CANNOT AFFORD AN ATTORNEY, THE SERVICES OF AN ATTORNEY WHOM THE COURT MAY APPOINT FOR YOU MAY BE PROVIDED AT NO COST TO YOU. Exhibit A PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors JOINDER I, William Connors, son of Phyllis Connors, join in this Petition for the Appointment of a Co-Guardian of the Person and Estate of Phyllis Connors, an Incapacitated Person, filed by James Connors and Kevin Connors to have Michael Connors appointed as Co-Guardian, to act jointly and/or individually with James Connors and Kevin Connors, of the Person and Estate of Phyllis Connors. Wimeas William Connors STATE OF KENTUCKY · ON THIS, the ff~'~ day of~~ , 2004, before mca Notary Public, personally appeared Wffii-~m Connorsl known to (~e to be the person whose name is subscribed to the within instnunem and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. ._Pub..lic MY COt~[I~llSSION fiXPIR[-'~ 0-15-2001 IN RE: PHYLLIS CONNORS an incapacitated person On the Petition of James Connors and Kevin : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 3t-03-0238 JOINDER I, Catherine Ferguson, daughter of Phyllis Connors, join in this Petition for the Appointment of a Co-Guardian of the Person and Estate of Phyllis Connors, an Incapacitated Person, filed by James Connors and Kevin Connors to have Michael Connors appointed as Co-Guardian, to act jointly and/or individually with James Connors and Kevin Connors, of the Person and Estate of Phyllis Connors. eSS Catherine Ferguson {/ STATE OF NEW YORK · COUNTY OF jTIOO/?.O ~_. · ON THIS, the ~ day of ./~../~'. g fl.' , 2004, before me a Notary Public, personally appeared Catherine Ferguson, known to me to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. CHRISTINE H. BAIRD Nol3ry Public, State of New York Quilified in Ontario County Commission Expires Sept. 30, 20__ PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 31-03-0238 On the Petition of James Connors and Kevin Connors CERTIFICATE OF SERVICE I, Marielle F. Hazen, Esquire, certify that on January 29, 2004, I served a true and correct copy of the Petition to Amend Guardianship Order in this matter on the parties named below, by depositing same in the United States mail, postage prepaid as follows: William Connors 345 Cochran Road Lexington, KY 40502 Catherine Ferguson 5509 Wells Curtice Road Canandaigua, NY 14424 The original return receipts are affixed hereto as Exhibit "A." Respectfully Submitted, Date PA I.D. No. 68003 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 (717) 540-4332 · Complete items 1,2, and 3. Also complete · item 4 if Restricted Delivery is desired. · Print your name and address on the reverse so that we can return the card to you. · Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: 2. Article Number (Transfer from service label~ 7002 2410 A. sixgnature' .... B. Received by (Printed Name) D. Is delivery address different If YES, enter delivery address below: [] No 3. Service Type J~Certified Mail [] Express Mail [] Registered ~ Return Receipt for Merchandise [] Insured Mail [] C.O.D. 4. Restricted Delivery? (Extra Fee) [] Yes 0005 9622 8486 PS Form 3811, August 2001 Domestic Return Receipt 102595-02-M-1540 · Complete items 1, 2, and 3. Also complete item 4 if Restricted Delivery is desired. · Print your name and address on the reverse so that we can return the card to you. · Attach this card to the back of the mailpiece, or on the front if space permits. 1. Article Addressed to: A. Signature . /J /~ ,~ ~/Agent B. ~ceiv~ by (Print~ Name) C, Date of ~live~ D. I~ delive~ edd~ different f~m item 17 ~ Ye~ Il ?~S, ~nt~r delive~ add.ss below: ~ No 3. Service Type I~. Certified Mail [] Express Mail [] Registered [~' Return Receipt for Merchandise [] Insured Mail [] C.O.D, 4, Restricted Delivery? (Extra Fee) [] Yes 2. Article Number ('/'ra~)s~er from service label) PS Form 3811, August 2001 7002 2410 0005 Domestic Return Receipt 102595-02-M-154u EXHIBIT "A" IN RE: PHYLLIS CONNORS an incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. $1-03-0238 : On the Petition of James Connors and Kevin Connors AMENDED FINAL ORDER OF COURT APPOINTING PLENARY CO-GUARDIANS AND NOW, this 2z~ day of ta~ ,2004, upon consideration of the Petitioner's request to appoint a successor Co-Guardian of the Person and Estate, it is hereby ordered and decreed that Michael Connors be and is hereby appointed Plenary Permanent Co-Guardian of the Person and Estate of PHYLLIS CONNORS, to act jointly and/or individually with James Connors and Kevin Connors, with all the powers and authorities set forth in the Final Order of Court in this matter dated April 17, 2003. BYTH COURT: Jo AiAI@IFiO 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 WITNESS Peter Brier NO. DESCRIPTION (None.) INDEX DIRECT CROSS 3 ---- EXHIBITS REDIRECT RECROSS PAGE 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 (Peter M. Brier, M.D., was sworn.) MS. HAZEN: This is the deposition of Dr. Brier regarding Phyllis Connor, an alleged incapacitated person. Dr. Brier, I have some questions for you. If you do not hear me, please ask me to restate the question. And if you don't understand a question, please let me know and I will rephrase it. In attendance here today are the court reporter, Dr. Brier, and myself. PETER M. BRIER, M.D., called as a witness, having been previously duly sworn, testified as follows: DIRECT EXAMINATION BY MS. HAZEN: Q Could you please state your name and professional address? Peter M. Brier, 108 Lowther Street, Lemoyne, A PA. Q Please describe your education, training, and background with particular emphasis on your experience in evaluating individuals with incapacities and mental illnesses. A University. Hospital in Massachusetts. I attended Hershey Medical Center, Penn State I did a year internship at Newton Welsley I did two years internal 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 medicine residency at Harrisburg Hospital. I am board certified in internal medicine and geriatrics. I have studied psychiatry and especially in the geriatric population and have experience with use of medications and also extensive experience with dementia and mental conditions in the elderly. Q And when did you first examine Phyllis Connor? A Phyllis presented to our office initially in May of 1992. Q Was she referred to you by anyone? A I was seeing her husband as a patient, and I believe that she decided to have the same doctor as her husband did. Q And at that time were you just addressing physical ailments? A Yes. Well, she also had -- she was on psychiatric medicine at the time. Q And what was her diagnosis? A At that time she presented with non-cardiac chest pain, history of breast cancer, and anxiety depressive disorder. Q And what medication was she on? A Her medications at that time were Mellaril, 25 milligrams a day, and Prozac, 20 milligrams a day. And she was also under the care of Dr. Stockton, a 2 3 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 psychiatrist at that time. Q Were those medications controlling the anxiety depressive disorder? A Yes. Q So she wasn't seeing you for that, but you were aware of that condition? A That's correct. Q Since that first visit how frequently have you examined her? A I've usually seen her every three to four months. Q And when was your most recent appointment with her? A Her most recent appointment was February 5, 2003, but she didn't show up for the appointment. She saw my partner, Dr. Schreiber, on 1/23 -- well, she called on 1/23/03. I don't know if you want to go off for a second, if you want to read this. (A discussion was held off the record.) THE WITNESS: I last saw her October 30, 2002. BY MS. HAZEN: Q A schizophrenia after her stay in Mental Health. stopped taking her mental health medication. And at that time what was she in for? At that time she had been diagnosed as She had She had 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 stopped taking her cholesterol pills. Then she no-showed for an appointment on 1/27/03. She called one of my partners at 10:00 p.m., on 1/23/03. She stated to him that she went to a restaurant and she was certain that, quote/unquote, They drugged me. She said she felt it in her head. She states she wouldn't come to the office because people, quote/unquote, think it's funny and, quote/unquote, No one seems to believe me. She was unable to provide any other details except, quote/unquote, I just know it. And she sounded paranoid. She had an appointment to see me four days later which she did not show up for. Q And you haven't seen her -- A And she hasn't been here since. Q When did you first become aware that she was having mental problems again? A I'm trying to figure out when she stopped taking medications. In October of 2001, she developed an extreme attack of vertigo. She stopped taking her Prozac two weeks prior to that and stopped taking her Mellaril at that time. Q A Q She's continued to have problems since then? That's correct. And you've been contacted by her. And have you 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 been contacted by the Attorney General's office? A No, not by the Attorney General's office. Q So at this point what is her diagnosis? A I believe that she has paranoid schizophrenia, anxiety depressive, arteriosclerotic cerebral vascular disease, hypercholesterolemia, chronic vertigo, and elevated blood sugar. That's it. Q With regard to her mental impairments could you describe them? You've identified them, but could you describe them and how they affect her behavior? A Basically I think the patient would be controlled -- her symptoms would be better controlled on medications. But she has very little self-insight into her condition; and, therefore, on her own she won't take the medications. So it's my feeling that if she were in a more controlled environment she would hopefully take her medications which would improve her paranoia. So her mental impairments are causing severe Q paranoia? A Q A Yes. Can you just describe it a little bit? Basically it's what I said. She thinks people are out to get her. She's been, according to her family, wandering around outside, acting in an unusual manner, and basically could be a danger to herself. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Q And would you say that she's totally unable to manage her financial resources? A According to reports I've gotten from her family, yes, she is unable to manage her resources. Q Based on your knowledge of her mental illnesses would you say that she is totally unable to manage financial resources? A I would think so, yes. Here's another note. This is another one of my partners. (A discussion was held off the record.) BY MS. HAZEN: Q Dr. Brier, is an additional diagnosis dementia? A I believe that she does have some aspects of dementia, yes. Q And would you say that's a mild dementia? A I would say it's a mild dementia, but it is impacting on her health in a major way because of her other mental health problems. She had an MRI back in August of 2002 which showed areas of age-related infarctions indicating some vascular disease in the brain as well. Q So would you say given the paranoid schizophrenia, the anxiety depressive disorder, and the dementia that her ability to receive and evaluate information effectively and to communicate decisions is 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 impaired to such a significant extent that she's totally unable to manage financial resources? A In my opinion, yes. Q And is it impaired to such a significant extent that she is totally unable to meet essential requirements for physical health and safety? A Yes. Q What recommendations would you make concerning services necessary to meet her essential requirements for physical health and safety? A In my opinion she would probably do well in an assisted living environment where she would be able to take care of her own personal needs and her activities of daily living, but she would have supervision to make sure she takes her medications and is in a stable environment. Q Do you think a secured unit would be appropriate? A Given the fact that she has had at least one episode where she disappeared for two days and could have been harmed, I would say that a secure environment would be recommended. Q What recommendations would you make concerning management of her financial resources? A Well, as far as I know her son, he seems to be genuinely interested in her welfare. And I've talked to 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 him on numerous occasions about her case. And so I think that her son Jim would be the best one to help manage her financial affairs. Q And you think it's appropriate that someone else be handling them? A Yes. Q Do you think there's any less restrictive, less intrusive means of helping her other than to have a guardian appointed to be able to make these health care decisions and financial decisions for her? A At this time, no. Q Do you expect her to regain her physical -- or mental abilities? A The interesting thing is that if she would take her medications and be assured that she would take her medications, she probably would be able to function normally. The problem is that she's not taking her medications. And on her own she won't take them. So I think she's probably going to need to be under a protected environment because of that. Q And you think that for the rest of her life? A Yes. Q My last question is whether in your opinion her mental condition would be harmed by her presence in open court at the hearing on this matter. 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 A Given her recent agitation and paranoia, I think it would be harmful for her to be in court at that time. Q Is there anything else the Court should hear in this matter that I haven't covered? A Just possibly to review some of these notes in her chart about her behavior. Q So you do have notes of phone calls she's made here and your interactions with her? A Right, with me and with other physicians about her case that might throw more light on the situation to the Court. Q And just to sum those notes up, they're basically incidents of exhibiting the behaviors of paranoia? A Right. MS. HAZEN: Okay, Dr. Brier. I don't have any other questions. I thank you very much and the family thanks you for your time. THE WITNESS: Thank you. (Whereupon, the deposition was concluded at 9:01 a.m.) 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF CUMBERLAND ) SS. I, JAN L. BUCHER, a Court Reporter-Notary Public authorized to administer oaths and take depositions in the trial of causes, and having an office in Carlisle, Pennsylvania, do hereby certify that the foregoing is the testimony of PETER M. BRIER, M.D. I further certify that before the taking of said deposition the witness was duly sworn; that the questions and answers were taken down in stenotype by the said Reporter-Notary, approved and agreed to, and afterwards reduced to computer printout under the direction of said Reporter. I further certify that the proceedings and evidence are contained fully and accurately in the notes taken by me on the within deposition, and that this copy is a correct transcript of the same. In testimony whereof, I have hereunto subscribed my hand this 16th day of April 2003. Nota~f Public / My Commission Expires June 7, 2004.i / ~'~ - emomndtan To: Register of Wills From: Kevin Connors 2185 Canterbury Drive Mechanicsburg, ~a. Da~: 41712004 -Z~ I~: Annual Guardianship Report/Inventory for Phyllis Connors File No. 31-03-~38 To Whom It May Concern: Enclosed please find a financial summary/inventory of Phyllis Connors assets. This is in accordance with the courts requirement to file an Annual Guardianship Report/Inventory on or before the anniversary of guardianship appointment. If you have any questions please feel free to contact me at the address listed above. Thank you for your cooperation in this matter. Sincerely, Kevin M. Connors ,^ I ,B I c I o I E I F" ~...,..,~:Kevin Connors ~Asset Allocation Snapshot of Phyllis ! Connors - Tax ID: 01 1-24-9417 2 Phyllis Connors Tax ID: 011-24-9417 ~ec iJ--c~ i Primarv T~ ~~me , Vllmlon Share, Prlca, [Market Value ~ of Port' !Money Market .~ Money [James Como. Grcln Kevln No ~ymbol 03/05/04 15,473,610 $1.00 $19,473,61 5,8 % !Ca~h t Market -CaehtConnom Grdn FBO Phyllis il Reioh & Tang: Cortland General Money Market ~'.~TSZRll 01t26/04 43,000.000 $92,86 i$39,927,65 11.9 BD i Government; Not !Jamee Connort Grdn Kevtn ! Bond !Classified Co.om Grdn FBO Phy~ 'r Cet~ 8er E-Iht Prat On 2006/1 l&Pfln 13,875% T/Bd-0511$111-Rog 5 i ~_ , Connom ; ~MF iM~UP,'Sond Mu.,~pel 'J.m. Co~ Gr~.~,v~, IOEUX 03/0~04 ~ 1,634.e73 $6.27 I Bond Single Connom Grdn FBO Phyllis ! Delaware Tax Free Pennsylvania Fd Cl A ! state ICon.~ ! MP Specialty !Corporate tJames c°mo" Grdn Kevin IDETWX 03/06/04 1,204.664 $3,22 '~$3.878.02 1,2% Bond i Bond High- i Connom Grdn FBO Phyllis i Delaware Qetehester Fund Class A ? I Yleld i Conno. ~ EQ Domestic i Growth !James Conno. Grdn Kevin AGRB 03/05/04 262.000 $3.'58 $937.96 0.3 % 8 Equity i i Connors Grdn Agora Systems IncClB EQ' Domestic tSIow ~jam'es Como. Grdn Kevin IBLS 03/05/04 1,275,000 $28.84 $36,771.00 1 t,0 % Equity Growth IConnom Grdn FBO Phyllis /Bellsouth Corp EQ iDomesflc ~James Como~ Grdn Kevin ~LU 03/05/04 982.000 $4.10 ~967,20 1.2% i Equlty h I Como. Grdn FaO Phy#is ! Lucent Technologies Inc Corn Client View - Account List ..).1-03 -Q;t2l8 Page lofl Account Lookup Snapshot By Account Snap&hot By Tou 10 .. Account List Account List Total Value of All Accounts: $337,740.46 Symbol 00 Account Number SSN/TaxID As of Date Market Value Registration - 011 24 9417 06/05/2005 $29160789 James Connors Grdn - - , . Kevin Connors Grdn FBO Phyllis Connor 011-24-9417 06/05/2005 $31,785.43 Phyllis G Connors 1775 Winterhaven Dr Mechanicsburg, P 011-24-9417 06/05/2005 $14,347.14 Phyllis G Connors 1775 Winterhaven Dr Mechanic.burg, P ~p~~~ A \J'<t\ue <">'~ ..~,,;-)~ ~ 5 ,Jt l8b" cx:x:>, 00 ~ This is not an accollnt statement of Walnut Street Securities or any other financial institution. This report is provided as an accommodation only. The values contained in this report are simply intended as a general guide. Note: This report is complied using information obtained from clearing firms, mutual fund companies, and insurance companies. While every reasonable effort has been made to provide you with correct information, Walnut Street Securities cannot be held responsible for the accuracy of the contents of this report. Prices m;,y vary from actual liquidation value as the values assigned are those available to Walnut Street Securities on the date of the report. The contents of this report may not be relied upon for the computation of taxes, lending, or legal purposes. Please use the Individual statements you receive directly from the financial institutions to verify the activity and value of your ilIcCQunts. Securities products offered through Walnut Street Securities, Inc, St. LoUiS, MO. (L0111AQQK(exp1206)MSI-LO) @ ZOO5 Walnut Street Securities, Inc. AN Rlgh/S Reserved. (Ve<Sion 9.0) NETJNT247 BD6NLP. 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Date: 6/5/2006 Re: Annual Guardianship ReportlInventory for Phyllis Connors File No. 21-03-0238 To Whom It May Concern: Enclosed please find a financial summary/inventory of Phyllis Connors assets along with a check to cover the $15.00 filing fee. This is in accordance with the courts requirement to file an Annual Guardianship ReportlInventory on or before the anniversary of guardianship appointment. If you have any questions please feel free to contact me at the address listed above. Thank you for your cooperation in this marter. Sincerely, h ;'~ C~1-V<4-- "" Kevin M. Connors 1 o 0 55 viTI .!! 'E :c at ::J m Qj ~ -g ~ I ~CD ~ W Q. ~ Qj E ~c...:as w~liiU 'S~~ c """ ...... o CD ~..,.,,~ > u (") N ...... o ...... ...... 0 G:i r-- w<( (L c - >< CO I- ~ .Q c_~ c== l-,lIt ;'Ct ns ;:C l!IJ ~C '0 - .... CO (.) o - :cc ... 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(l) '# ~ -------- !It t- 1.0 C"I a) CIO S .a)O)~-''-: . .i~:'t6:~ "'r-~oNN'" ,.ooi ..,;.c M~i1h~" tit'" ... e o e e o (.) !! == E 0. ~ c:: .~ <3 E 8 E .:6 8 'c: ~ ~~'E CD" c,)c!(;)~ .:E ~ -0 <0 '"' 1.C: - 1en ~ ~ at!) ~ ~ f:' f:' l::!"lEt-t- ~8j " \.":"'0 .c ~ " itn ~ ~ t ~ ~ ~ .:e e ';::) (/) \\\ \ 1 ... '\ ... .:.:."1 % ! ... C!) ~ 'i ~ !\ ~ 4) ..eQ.. c:o ":> )( 'c ~ Q.. -a \ i ci \ '" ~ t \ \ 1> l fI) ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Phyllis Connors No. 31-03-0238 I. INTRODUCTION Michael Connors Plenary ~ Limited Guardian of the Estate by Decree of Kevin A_. Hess dated 22 March 2004 . A. This is the Annual Report for the period from , to (the "Report Period"); or ® B. This is the Final Report for the period from O1 January 2011 to 10 January ~ 2012 J., (the "Report Period"), and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: 10 January 2012 Name of Personal Representative: Michael S. Connors 2. The Guardianship was terminated by the Court by Decree of J., dated ~, ~_ `~ ~ ; ~,-, ,- ~.o , ~~,- :~ ~ ~ , - ~ ~_-, _~ _ r:~ _ r " ~Y an Incapacitated Person was appointed Form G-02 rev. 10.13.06 Page 1 of 5 ~I ~ ~..~ Estate of Phyllis Connors , 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, otherwise, ending balance from last Report.) C. What is the total amount of income earned during the Report Period? D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 724,775.36 $ 693,764.74 $ 28,019.00 $ 35,885.48 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 724,764.36 2. Income $ 3. Total of Principal and Income $ 724,764.36 III. 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.): See attached page for asset values. 2. Have there been any expenditures from the principal during the Report Period? ............................ ~ Yes ~ No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? ........ ^ Yes ^ No Form e-02 rev. /0.13.06 Page 2 of 5 Estate of Phyllis Connors b. List purpose and amount of expenditures: An Incapacitated Person c. Was Court approval received prior to expending the principal? ....................... ^ Yes ^ 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? ........... ~ Yes ~ No If yes: a. Was Court approval requested prior to receiving the additional principal? ................ ^ Yes ^ 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, pension, rents, etc.): Soc. Sec $ 14,491.00 Pension $ 13,528.00 Total income received during Report Period: $ 28,019.00 Form G-02 rev. 10.13.06 Page 3 of 5 Estate of Phyllis Connors , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Belco Credit Union (See attached stmts) C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support, etc.): See attached transaction summary listing. 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.) See attached transaction summary listing. 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 0.00 ~ Yes ~ No Yes ~ No Form G-02 rev. 10.13.06 Page 4 of 5 Estate of Phyllis Connors , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained 0.00 ~ Yes ~ No Yes Q 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. ~~~ • ~~ /~ 30 March 2012 ~~'~ ~ l Date Signature of Guardian of the Estate Michael S. Connors Name of Guardian of the Estate (type or print) 4569 Saddlewood Dr. Address Minnetonka, MN 55345 cxry, state, zip 952-933-5689 Telephone Form G-02 rev. 10.13.06 Page 5 of 5 Phyllis Connors -Estate Invento ry Account 1/1/2011 12/31/2011 1/10/2012 Brokerage Acct 458,940.88 483,671.58 481,928.40 Belco Savings 6,735.54 12,765.94 12,765.94 Belco Checking 2,764.88 4,200.35 3,926.81 Belco CD 12,024.12 12,165.78 12,165.78 Vodaphone Stock 13,299.32 14,099.09 13,988.43 Total 493,764.74 526,902.74 524,775.36 Home Value 200,000.00 200,000.00 200,000.00 Totallnventory 693,764.74 726,902.74 724,775.36 Phyllis Connors -Transactions (1/1/11- 1J10/12) Transaction Type Sum of Transactions Purpose of Expenditure during period ACH Total -$341.45 Verizon Telephone Bill, TruGreen Lawn Care ATM Total -$5,972.91 Weekly cash allowance for: Food, Clothes, entertainment, etc. VERIZON -$5,902.83 Health Insurance to Verizon DEBIT/CHECK Total -$47.58 Misc purchase DRAFT Total -$18,020.82 Federal taxes, Property tax, Home repairs & maintenance, medical bills, etc PREAUTHORIZED Payments: ADT -$452.10 Home Security System ERIE -$527.00 Home owners Insurance LIFEGUARD -$288.00 Prescriptions PPL -$3,372.00 Electric Utilities PRN -$252.00 Prescriptions UNITED -$315.50 Water & Sewer VERIZON -$393.29 Telephone Total Expenses ~ -$35,885.48 d ab R a N 6J O V H d w N o r ~ ~ N ~ N O ,4; ^ ~ . ~ T .,i. 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PHYLLIS CONNORS 1775 WINTERHAVEN DR MECHANICSBURG PA 17055-5192 152680 010111013111 0124 DRAFT PAID 3569 -10829 255958 0124 DRAFT PAID 3570 -3570 252388 0124 DRAFT PAID 3571 -1281 251107 0124 BILL PAYER TRANSACTON 9231387555 -44025 207082 ---> BP VERIZON COMMU Bi11Pay-e 0127 PREAUTHORIZED WITHDRAWAL 1912006656 -9600 197482 ---> LIFEGUARD PRN PAYMENTS 0127 DRAFT PAID 3567 -2812 194670 0127 DRAFT PAID 3568 -2371 192299 0129 ATM WITHDRAWAL W430067619 -16000 176299 ---> 4 MARKET PLAZA WAY MECHANICSBURG PA 0201 * DIRECT DEPOSIT 1056023351 100189 276488 ---> BENEFITS PENSION 0131 NEW BALANCE 276488 OVERDRAFT AND RETURNED ITEM FEES SUMMARY - S4 - CHECKING -- --- - S 4 -------- ------ --------------------------------------------- ~ TOTAL FOR -------------- - - ~ TOTAL ~ THIS PERIOD ~ YEAR-TO-DATE TOTAL OVERDRAFT FEES ~ $ 0.00 ~ $ 0.00 TOTAL ------ RETURNED ITEM FEES ~ $ 0.00 --------------------------------------------- ~ $ 0.00 ---------------------- -------- ------------------------ CLEARED DRAFT SUMMARY ------------- --------- 3564 3565 **** 3567 3568 3569 3570 3571 --------------------------------------- ---------------------- -------- 0101 PREVIOUS BALANCE CERTIFICATE 46606 1202412 0131 CERTIFICATE EARNINGS 15.22 1522 1203934 THE ANNUAL PERCENTAGE RATE IS 1.49 THE ANNUAL PERCENTAGE YIELD IS 1.50 THE ANNUAL PERCENTAGE YIELD EARNED IS 1.50 0131 NEW BALANCE (MATURES 080711)1.490% 1203934 **CONTINUED** ! 1~~L~~ COhtMUty (l'1' l.. F,.l. D!?" 1.3 h: U)N A49 Eisenhower Blvd Harrisourg. PA 17111 PHYLLIS CONNORS 1775 WINTERHAVEN DR MECHANICSBURG PA 17055-5192 Statement of Account .~. 152680 01/31/2011 3 Join us for the Membership Gala Meeting on April are $25, and go Feb. 14. Don't m 2011 & Annual 9. Tickets on sale iss the fun! 152680 010111013111 0.00 16.94