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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF CLARA MAE
GARNER, a/k/a CLARA NO. 2774
KOONS GARNER, an
Alleged incompetent
PETITION
TO THE HONORABLE JUDGES OF SAID COURT:
The Petition of Allfirst Trust Company of Pennsylvania, N.A., successor to Dauphin Deposit
Bank and Trust Company, Guardian, respectfully represents:
That your Petitioner was appointed Guardian of Clara Mae Garver, a/k/a Clara Koons
Garver, an alleged incompetent, on December 21, 1966.
2. That by Order of Court dated March 16, 1994, the said Guardian was authorized to
expend $1,000.00 per month from principal and income to and for the benefit of Clara
Mae Garver, a/k/a Clara Koons Garver, and $4,000.00 for her funeral.
That the balance in the Guardian's account as of April 5, 2000, was $15,781.33.
4. That the monthly income is approximately $721.00 comprised of approximately $66.00
from ARK Funds investments and $655.00 from Social Security benefits.
5. That in 1999, average monthly expenditures were $917.21 of which $2,424.13 were from
principal. A copy of the 1999 income and expenses is attached hereto as Exhibit "A."
6. That on April 3, 2000, the Guardian was informed by letter from Janet Gaines that
beginning in April, 2000, the monthly room and board at Gaines Personal Care Home
where the alleged incompetent resides will be increased from $700.00 to $800.00 per
month. A copy of said letter is attached hereto as Exhibit "B."
7. That the current monthly authorization will not cover the necessary expenses with the
increased room and board charge.
That were the alleged incompetent to die intestate, her heirs-in-law and next-of--kin would
be her daughter, Paula S. Garver Tuckey, who is over 21 years of age.
WHEREFORE, your Petitioner prays your Honorable Court to increase the amount
authorized for expenditure to $1,500.00 per month from principal and income to and for
the benefit of Clara Mae Garver a/k/a Clara Koons Garver, and to pay the costs of these
proceedings including an attorney's fee, all of which payments shall be made from
principal and income as needed.
Date: ~"f ~'` ~~
Respectfully submitted,
ALLFIRST TRUST COMPANY OF
PENNSYLVANIA, N.A.
Guardian of Clara Mae Garver a/k/a
Clara Koons Garver, an alleged incompetent
By:
Shelda W. ant ,
Trust Officer
Roger M. Morgenthal, Esquire
Attorney for Petitioner
FISHMAN & MORGENTHAL
95 Alexander Spring Road, Suite 3
Carlisle, PA 17013
(717) 249-6333
2
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: ESTATE OF CLARA MAE
GARNER, a/k/a CLARA NO. 2774
KOONS GARNER, an
Alleged incompetent
COMMONWEALTH OF PENNSYLVANIA ::
ss.
COUNTY OF CUMBERLAND ::
I, Shelda W. Yantz, Trust Officer of Allfirst Trust Company of Pennsylvania,
N.A., being duly sworn or affirmed according to law, depose and say that the facts set
forth in the foregoing Petition are true and correct to the best of my knowledge,
information and belief.
Shelda W. Yant
Sworn or affirmed and subscribed
To before me this ~ ~ ~ day of
April, 2000.
otary Publ
NOTARIAL SEAL
KP.THY L. MUMMERT, NOTARY PUBLIC
CITY OF CARLI8LE, CUMBERLAND CO., PA
MY COMMISSION EXPIRE8 AUGUST 11 2008
Summary of Expenses and Income from 1/1/99 to 12/31/99 on Guardianship Account of
Clara M. Garver (1254380501)
Income:
$ 896.93
Dividends
Interest (ARK Money Market) 32.37
Interest Citizens Ntl Bank, Heintzelman Trust 399.07
225.00
Rent Rebate 7 029.
Social Security
$8,582.37
Total Income
e ses:
Gaines Personal Care Home $8,400.00
107.00
Dental 103.90
Foot Care, Clothing, Guide Post Magazine 9.80
Local Income Tax 14.70
Personal Property Tax (Individual)
Pharmaceuticals (not covered by insurance or PACE) 198.00
946.20
Medical Insurance Premiums 89.00
Hospital Expense
Reimbursement to Janet Gaines for out-of-pocket
expense for hair care, and misc. items tbo C. Garver 714.45
42 .45
Allfirst Fees/Commissions
Total Expenses $11,006.50 _ 12 = $917.21 month
Expenses from Income -1999 $8,582.37
Expenses from Principal - 1999 $ 2,424.13
s,
~'jC'~t$!7.
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