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Home My WebLink About02-0141 OMMONWEALTH OF PENNSYLVANIA O~~''' JR., ETC. DATE OF BIRTH _ NOTIFICATION OF MENTAL HEALTH COMMITMENT The Uniform Firearms Act. 18 PA. C.S. 6105 (c)(4) specifies that it shall be unlawful b3r any person adjudicated as an incompetent orwho has been involuntarily committed to a mental institution for inpatient care and treatment under Section 302, 303, or 304 of the Mental Health procedures Act of July 9. 1976 (P.L. 817, No. 143} to possess, use, manufacture, conllol, sell Or transfer firearms. This would include adjudication o! incapacity pursuant to 20 Pa.C.S.A. §5501. Pursuant to the Pennsylvania Mental Health Procedures Act. Section 109, notification shall be transmitted to the Pennsylvania Slate Police by the judge, mental health review officer or county mental health and mental retardation administrator within SEVEN days of the adjudication, commitment or treatment by first class mail to the Pennsylvania State Police, Attention: Firearm Unllg 1800 Elmerton Avenue, H-~n'lsburg, PA 17110. NOTE: The envelope shall be mad(ed "CONFIDENTIAL" Place an 'X' on either Involantary Commitment or Adjudicated Incompetent INVOLUNTARY COMMITMENT ADJUDICATED INCOMPETENT Date of Involuntary Commitment or Adjudicated Incompetent INDIVIDUAL INFORMATION (INDIVIDUAL INVOLUNTARILY COMMITTED OR ADJUDICATED INCOMPETENT) MAIDEN NAME ~ /~ / //-~- ALIAS NOTIFICATION BY (Please pdnt name, address, area code, and phone number of agency or county court.) _, .. .... ' ,: ..... ........ County .Submitting Notification ~ t; (~bn~ i~l~ni~'l I-~'e';~ltfi '~nd' M~ntal Retardation Administrator ............................ County Mental Health Review Officer Physician Certifying Necessity of Involuntary Commitment ( Required in accordance with Section 6105(c)(4) of the Uniform Firearms Act ) Hospital / Facility Providing Treatment I Address Judge -- - DATE 'SIGNATURE OF NOTIFYING OFFICIAL .... Date of Court Order ..... -.- Court Case Number NOTIFLCATION OF PHYSICIAN'S DETERMINATION THAT NO SEVERE MENTAL DISABILITY EXISTS The physidan shall provide signed cont~rmation of the determir~ation Of the lack oi' severe mental disability l'ollowJng the initial examination under SectJ0n 302(b) ol"the Mental Health ~rocedureS'Act. and pursuant to the Uniform Firearms Act. Section 6111.1 (g)(3). Notice shall be t~'ansmitted by the physician to [he Pennsylvania State Police through the county · mental health and mental retardation administrator or mental health review of~c_~r. Name of Physician (Please print.) .qlnn,3ture of Physician Date ORIGINAL FEB 0 8 HELEN A. MARTS an alleged incapacitated person IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION l-O' -Olql On the Petition of ROBERT M. BURNS PRELIMINARY ORDER OF COURT AND NOW, this ] ~-d~ay of ~ ~Att/~A~t/'2002, 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 HELEN A. MARTS to show cause why she should not be adjudged an incapacitated person and a plenary guardian of her estate and person be appointed, returnable ~)~~ o~.5,~ 2002 at /; fib) o'clock,_~., prevailing time. C/9~~ ~ The time and place of heating on the petition for appointment of a guardian of the estate and person of the alleged incapacitated person are fixed for ~/d~o'q3~, 2002, at ?J_3~o'clock, ! ~M., prevailing time, in the Orphans' Court Division, Cumberland County Courthouse, Carlisle, Pennsylvania. At least twenty days, written notice of the heating shall be given to HELEN A. MARTS, 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 __ days' written notice of the petition and hearing shall also be given to the next of kin and to the following parties in interest: MARCIA E. BURNS (niece) of 526 Blanchester Road, Harrisburg, Pennsylvania 17112, and MARY OCH (sister), of 1516 17109, either personally or by registered or certified Embassy Drive, Harrisburg, Pennsylvania mail. ,:.,. ~:7~L[ilI[.) 9¢: try Gt 133 IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 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 ~BER , LOCATED IN THE CUMBERLAND COUNTY COURTHOUSE, AT ONE COURTHOUSE SQUARE, CARLISLE, PENNSYLVANIA, ON THE DAY OF , 2002, 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 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 YOUR 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 COURT ADMINISTRATOR'S OFFICE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 (717) 240-6200 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 ,2002. By: IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION PETITION FOR APPOINTMENT OF PLENARY GUARDIAN OF THE PERSON AND ESTATE OF AN ALLEGED INCAPACITATED PERSON TO THE HONORABLE PRESIDENT JUDGE OF SAID COURT: NOW COMES, Petitioner, ROBERT M. BURNS, by and through his attorney, Marielle F. Hazen, Esquire, and files the within Petition for the Appointment of Plenary Guardian of the Person and Estate of an Alleged Incapacitated Person, and in support thereof, avers as follows: 1. HELEN A. MARTS, the alleged incapacitated person, currently resides at 3335A Green Street, Camp Hill, Cumberland County, Pennsylvania 17109. HELEN A. MARTS is 81 years old, her date of birth being August 22, 1920. 2. HELEN A. MARTS is a widow, her spouse having died in 1985. 3. HELEN A. MARTS is not a patient in a mental hospital. 4. The Petitioner is ROBERT M. BURNS of 526 Blanchester Road, Harrisburg, Pennsylvania 17112, and he is the nephew (by marriage) of HELEN A. MARTS. HELEN A. MARTS has no children. -2- 5. The names and addresses of those persons who would be the intestate heirs (or next of kin) of HELEN A. MARTS are as follows: MARY OCH (sister), of 1516 Embassy Drive, Harrisburg, Dauphin County, Pennsylvania. 6. The name and address of the person or institution providing residential services to HELEN A. MARTS are as follows: None. The names and addresses of other service providers are as follows: The Cumberland County Office of Aging provides some support services when HELEN A. MARTS is cooperative. These services include Meals on Wheels, though HELEN A. MARTS is often not cooperative and refuses to accept these meals. Her primary physician is: DR. CARLA DENTE, M.D. Internists of Central Pennsylvania Harrisview Professional Center 108 Lowther Street Lemoyne, PA 17043 (717) 774-1366 8. HELEN A. MARTS was not a member of the Armed Services of the United States and is not receiving benefits from the United States Veterans Administration. 9. The Petitioner asks that he, ROBERT M. BURNS, be appointed as Guardian of the person and estate of HELEN A. MARTS. The proposed guardian is the nephew (by marriage) of HELEN A. MARTS. 10. The proposed guardian has no interests which are adverse to the interests of HELEN A. MARTS. -3- 11. Petitioner believes, and therefore avers, that no Court has ever assumed jurisdiction in a proceeding to determine whether HELEN A. MARTS is incapacitated. 12. Petitioner believes, and therefore avers, that HELEN A. MARTS has not previously had a guardian appointed, nor is a guardianship heating pending in any other jurisdiction. 13. The reasons why this guardianship is being sought are as follows: HELEN A. MARTS is unable to manage her financial affairs or to make decisions regarding health care/medical decisions, due to cognitive impairment and paranoid delusional behavior. HELEN A. MARTS has lost her Pennsylvania drivers license because of nonpayment of insurance. She has failed to pay utility bills and other bills resulting in collection activity, and has misplaced important financial papers. HELEN A. MARTS has refused to take medications as prescribed by her family doctor. These medications are necessary for her physical safety and well-being. 14. The functional limitations and physical mental condition of HELEN A. MARTS are: HELEN A. MARTS is not able to manage her financial affairs, nor is she able to make competent decisions as far as her welfare is concerned. HELEN A. MARTS is not able to make responsible decisions, nor is she able to perform any of her activities of daily living without assistance. 15. The following steps have been taken, in order to find less restrictive alternative to the appointment of a guardian: Helen executed a power of Attorney on September 15, 2000, granting the authority to the petitioner to handle her financial affairs. (This Power of Attorney is attached hereto as Exhibit "B"). On September 15, 2000, HELEN A. MARTS likewise executed -4- a Healthcare Power of Attorney granting authority to petitioner to be healthcare power of attorney. (This Healthcare Power of Attorney is attached hereto as Exhibit "C"). HELEN A. MARTS has refused to move to an assisted living or other care facility where her daily needs could be met. Her behaviors are uncooperative and unpredictable, and often detrimental to her well-being. Petitioner requests the authority to make decisions that cannot be overridden by HELEN A. MARTS, regarding the financial and physical well-being of HELEN A. MARTS to protect and safeguard her well-being. No less restrictive alternatives are available to adequately provide for the physical and financial care of HELEN A. MARTS. 16. The Petitioner requests that the guardian be granted powers to act for HELEN A. MARTS in the following specific areas: financial management, and medical and health care affairs including care and placement decisions, access to all medical records and psychiatric records, and power to make all decisions regarding medical treatment and life support. 17. The proposed guardian has the following qualifications: The proposed guardian is the nephew (by marriage) of HELEN A. MARTS. The proposed guardian has been managing the affairs of HELEN A. MARTS and is aware of her needs. The proposed guardian loves and cares for HELEN A. MARTS. 18. The gross value of the Estate ofHI~L, EN A. MARTS is approximately One Hundred Ten Thousand Dollars~eM--Ir00/000-:00-). IHELEN A. MARTS' net income from all sources totals approximately Two Thousand One Hundred Dollars ($2,100.00) per month. -5- Petitioner respectfully requests that the Court, under Section 5511 of the Probate, Estates and Fiduciaries Code, issue a Citation to HELEN A. MARTS, HELEN A. MARTS' next of kin, and to such other persons as the Court directs, to show cause why HELEN A. MARTS should not be adjudged to be an incapacitated person and a plenary guardian of her person and estate be appointed. Respectfully submitted, JAN L. BROWN & ASSOCIATES Date: y: Nlarie e F. Hazen, Esquire Attorney for Petitioner Attomey ID No. 68003 845 Sir Thomas Court, Suite 12 Harrisburg, Pennsylvania 17109 (717) 541-5550 -6- COMMONWEALTH OF PENNSYLVANIA · COUNTY OF DAUPHIN · SS: On this, the "'/ day of ~])//~t~, 2002, before me, the undersigned officer, personally appeared ROBERT M. BURNS 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. ROBERT M. BURNS SWORN to and subscribed before me this day of J~'-.g~F{./2L~/~ ,2002. Noiar~ Public Notarial Seal Marielle E Hazen, Notary Public Lower Paxton Twp., Dauphin County My Commission Expires Sept. 23, 2002 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. Section 4904, relating to unswom falsification to authorities. ROBERT M. BURNS IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. CONSENT TO APPOINTMENT AS GUARDIAN 1. The name of the proposed guardian of the person of HELEN A. MARTS is ROBERT M. BURNS. 2. The name of the proposed guardian of the estate of HELEN A. MARTS is ROBERT M. BURNS. 3. The proposed guardian speaks, reads and writes the English language. 4. The proposed guardian does not have an interest adverse to the alleged incapacitated person. 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: ROBERT M. BURNS GRIGINAL IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 21-2002-0141 CERTIFICATE OF SERVICE I, Marielle F. Hazen, Esquire, certify that on ~4~f~4 ~05 ,2002, I served a true and correct copy of the within Petition on the parties named below, by depositing same in the United States mail, certified mail, postage prepaid, addressed as follows: Mary Och 1516 Embassy Drive Harrisburg, PA 17109 Marcia E. Burns 526 Blanchester Road Harrisburg, PA 17112 Attorney for Petitioner PA ID# 68003 845 Sir Thomas Court Suite 12 Harrisburg, PA 17109 (717) 541-5550 ORIGINAL IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 21-2002-0141 PROOF OF SERVICE OF CITATION I, MARIELLE F. HAZEN., being duly swom according to law, depose and state that service of a copy of the Citation and Petition, a copy of which is attached, was made on HELEN A. MARTS, by reading a copy of it to her serving a copy of it to her on March 1, 2002 at 9:00 a.m. at Arden Courts, 2625 Ailanthus Lane, Harrisburg, Pennsylvania 17110. I read the Petition and Citation to the alleged incapacitated person, and then explained the documents to her, to the maximum extent possible, in language and terms she was likely to understand. Sworn to and subscribed before me this day of I verify that the statements made in this Proof of Service are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Sec. 4904, relating to unsworn falsification to authorities. Date: MARIELLE F. HAZEN IN RE: HELEN A. MARTS, AN ALLEGED INCAPACITATED PERSON IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2002-0141 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 ROBERT M. BURNS is attached. You are hereby ordered to appear at a hearing to be held in Court Room No. 3, Cumberland County Courthouse, Carlisle, Pennsylvania, on MARCH 25 ,2002, at 1:30 PM. 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, OJ'phans' Cour~ Division ~ Cumberland County, Carlisle, PA My Commission Expires 1st Monday, January, 2006 ORISINAL IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 21-2002-0141 NOTICE REGARDING REPRESENTATION OF ALLEGED INCAPACITATED PERSON TO THE PRESIDENT JUDGE OF SAID COURT: In conformity with the statute, 20 Pa. C.S. Section 5511 (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 March 25, 2002 at 1:30 p.m. in Courtroom Number 3 in the Cumberland County Courthouse, Carlisle, Pennsylvania. HELEN A. MARTS an alleged incapacitated person ORIGINAL : IN THE COURT OF COMMON PLEAS' : OF CUMBERLAND COUNTY, : PENNSYLVANIA :ORPHANS' COURT DIVISION : : NO. 21-2002-0141 : On the Petition of ROBERT M. BURNS CERTIFICATE OF SERVICE I, Marielle F. Hazen, Esquire, certify that on ~t/~/~ ~L q ,2002, I served a true and correct copy of the within Petition on the parties named below, by depositing same in the United States mail, certified mail, postage prepaid, addressed as follows: Jennifer Drescher Arden Courts 2625 Ailanthus Lane Harrisburg, PA 17110 Ma,/i-elle 1~. ~t'a~ex~, Esquire Attorney for Petitioner PA ID# 68003 845 Sir Thomas Court Suite 12 Harrisburg, PA 17109 (717) 541-5550 ORIGINAL HELEN A. MARTS an alleged incapacitated person : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION : : NO. 21-2002-0141 On the Petition of ROBERT M. BURNS JOINDER I, MARCIA E. BURNS, join in this Petition for the Appointment of Guardian of the Person and Estate of an Alleged Incapacitated Person filed by Robert M. Bums to have Robert M. Bums named as Guardian of the Person and Estate of Helen A. Marts. Witness: STATE OF PENNSYLVANIA · 'SS: ~)N THIS, the )~'~ Cday of /~ .~x~ ,2002, before me a Notary Public for the State of Pennsylvania, personally appeared MARCIA E. BURNS, 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. ~-No t~ Public ORIGINAL 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 IN RE: HELEN A. MARTS : : : : an alleged incapacitated: person : IN THE COURT OF COM~ON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2002-0141 DEPOSITION OF: T/UKEN BY: BEFORE: DATE: PLACE: CARLA DENTE, M.D. Petitioner Jennifer L. Sirois, Court Reporter, Notary Public March 8, 2002, 1:30 p.m. 108 Lowther Street Lemoyne, Pennsylvania APPEARANCES: JAN L. BROWN & ASSOCIATES BY: MARIELLE F. HAZEN, ESQUIRE FOR - PETITIONER Reporting Services · 717-258-3657 · 717-258-0383fax courtreporters4u@aol, com 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 WITNESS Carla Dente, M.D. NO. DESCRIPTION (None.) PAGE NO. (None.) INDEX TO TESTIMONY DIRECT CROSS REDIRECT INDEX TO EXHIBITS INDEX TO OBJECTIONS LINE NO.(S) RECROSS PAGE 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 CARI2% DENTE, M.D., called as a witness, being duly sworn, was examined and testified as follows: MS. HAZEN: This is the deposition of Dr. Carla Dente regarding Helen Marts, an alleged incapacitated person. Dr. Dente, I have some questions for you. If you do not hear a question, please ask me to repeat it. A_nd if you don't understand a question, let me know and I will rephrase it. In attendance here today are the attorney for the petitioner, Marielle Hazen, and Dr. Dente. DIRECT EXAMINATION (As to qualifications) BY MS. HAZEN: Q. Would you please state your name and professional address? A. Carla Jean Dente, M.D., internal medicine, 108 Lowther Street, Lemoyne, PA. Q. And please describe your education, training and background with particular emphasis on your experience in evaluating individuals with incapacities. A. I did my medical school training at St. George's University School of Medicine in Grenada, West Indies. I did my residency at Pinnacle Health Systems here in Harrisburg. I completed three years of internal 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 medicine, and we did fairly extensive geriatric orientations as well during that time. My practice now consists of generally elderly population. We deal with these issues really on a routine basis as inpatients and outpatients. DIRECT EXA24INATION BY MS. HAZEN: Q. A. Q. time? A. When did you first examine Helen Marts? That was February of 2000. And was she referred to you by anyone at that I received her as a hospital follow-up. She had gone -- she had fractured her femur and was at HealthSouth Rehabilitation and got her as basically a new patient from that whole hospital stay. Q. What is her diagnosis? A. She has many diagnoses, one being delusional disorder; the second being Alzheimer's type dementia with mild cognitive impairment. This was corroborated both by number one, myself; and two, Dr. Larry Zirmmerman, who is the official geriatrician here with my practice as well as a psychiatrist, Dr. Petkash, in Harrisburg, actually in Camp Hill. She also has other diagnoses such as osteoporosis; other medical problems that really do not relate to this issue. 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 Q. With the Alzheimer's type dementia, is that a progressive condition? A. Yes. Q. How frequently have you examined Helen Marts? A. Approximately every few months since that period. I don't have her chart exactly in front of me right now, but maybe about four to five times within this time frame. Q. A. Q. A. When was your most recent appointment, with her? Approximately one month back. Please describe her mental impairments. She has difficulty with retention of details mostly recent, and it seems as though it's getting more and more even with remote details. She does not take her medications, and this is a big, big problem. She feels that there is nothing wrong with her, and she doesn't need her pills. Q. A. Q. A. Which medications? Paxil and -- What is the Paxil for? The ?axil is for -- at the time Dr. Petkash thought she had some depression underlying. I believe it's -- I want to say Risperdal. It's an antipsychotic medication he has her on. I just can't remember off the top of my head, but that is for her delusions. And that's 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 corroborated by her family, her niece and nephew, she does not take these. These are the medications basically that we're talking about with regard to her incapacity here. So those are her key meds. Other than that, I find her agitated at times. We're still talking about her problems with -- I find her agitated at times, especially when we try to get her to understand what her medical and psychiatric issues are, and that seems to make the delusions worse. She has had -- and this is all brought to my attention per her family -- difficulty with her finances. She does not pay her bills now. I have gotten multiple letters from her landlord regarding delusions and financial issues and multiple phone calls from the landlord insisting that they speak to me regarding the patient. Q. And, again, those were related to problems she was having living in the community? A. Correct. Q. In your opinion, is the ability of Helen Marts to receive and evaluate information effectively and to communicate decisions impaired to such a significant extent that she is totally unable to manage her financial resources? A. Q. Yes. And is it impaired to such a significant extent 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 that she is unable to make decisions regarding her physical well-being? A. Yes. Q. What recommendations would you make concerning services necessary to meet the essential requirements for physical health and safety of Helen Marts? A. I believe that she needs to be, at minimum, in an assisted living -- it's actually a little more than that; a unit where she could be helped with her medications and actually monitored as whether or not she is taking her medications appropriately; somewhere where they are providing her meals so we know she's eating; and somewhere where her finances are dealt with accordingly. She should not be driving a car, so this has to be somewhere where she is able to go out with her family or with others to stores, etcetera, but not where she is actually carting herself out behind the wheel. Q. She is current residing in Arden Courts, a dementia-assisted living facility. Do you think that's an appropriate setting for her? A. Very much so. Q. What recommendations would you make concerning management of her financial resources? Can she handle them herself? A. No. I feel that that definitely needs to be 1 2 3 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 left up to her power of attorney. Q. So guardianship would be appropriate for someone to have that ability? A. Yes. Q. On her behalf? A. Yes. Q. Do you expect her to regain any of her mental abilities that she has lost? A. I feel that with the proper medication she could -- I'm not sure about regaining. I feel that her conditions, if her dementia progresses, that may or may not be helped by her medications. At this point we don't even have her on a true medication for dementia because the delusions seem to be her main problem. I feel that her delusions can be controlled with medications, yes. I don't think that she's going to be back to where she was some years ago. Q. The Alzheimer's type dementia, you do not expect that to improve? A. I feel that that's difficult to say right now. She is not on any medications for dementia, for Alzheimer's type dementia. We need to get the delusions treated and then go from there. Q. Do you expect her condition to improve to the extent that a guardianship would no longer be necessary? 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. No. Q. And the last question I need to ask is whether or not you feel the physical or mental condition of Helen Marts would be harmed by her presence in open court? A. I feel that she should not be present during the hearing, especially since she; number one, is delusional; number 2, can get very agitated. Q. So you feel she would be mentally harmed by her presence in court? A. Yes. Q. Is there anything else you feel the Court should know? A. Yes. I would like to continue seeing her in follow-up here at this office. I know Arden Courts does have a physician there as well, but I would to, if possible, continue to attempt to manage her here under my care regarding further medication management with her Alzheimer's type problems and her delusional disorder as well as her other medical problems. Q. I will make sure I bring that to the attention of the family members. A. Please, because I'm not really sure that we were very clear as to whether she had to be under the care of a physician there versus could she come here and be taken to the doctors. Since we've spoken, the family and myself, I 10 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 think that she can come out and have her regular visits here. Q. She should absolutely be able to come out and have her appointments, and I will make sure I express that to the family. Q. your time. Thank you very much. And the family thanks you, and I thank you for (Whereupon, the deposition was concluded at 1:45 p.m.) 11 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, JENNIFER L. SIROIS, 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 CARLA DENTE, 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 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 inscribed my hand this 22nd day of March, 2002. J JENNIFER h. SIROIS, Notary Public 'i~otI~ry Pub~dO J Camp Hill. Cumberiand County, PA , ,, My Commission Expires Mar. 21,2005 ',3 IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS · IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVI$~YN : NO. 21-2002-0141 FINAL ORDER O COURT APPOINTING PLENARY GUARDIAN AND NOW, this ~' day ofl~~~~ 2002, a heating in this case having been held on March 25, 2002, and it appearing to the Court that HELEN A. MARTS was served with a Citation and Notice of this heating on March 1,2002, and the Court finds that the physical or mental condition of HELEN A. MARTS would be harmed by her presence at hearing, and further finds from the testimony: 1. That HELEN A. MARTS suffers from cognitive impairment and paranoid delusional behavior, a condition which impairs 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 HELEN A. MARTS in such decisions and that there exists no other less restrictive alternative mechanism for decision-making. 3. That based on the total incapacity of HELEN A. MARTS 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 HELEN A. MARTS be and is hereby adjudged a totally incapacitated person, and Robert M. Bums is appointed Plenary Permanent Guardian of the Person, and Robert M. Bums is appointed Plenary Permanent Guardian of the Estate. As Plenary Permanent Guardian of the person, Robert M. Bums has the authority to make medical treatment decisions, including decisions to authorize, refuse, or terminate medical procedures, and to access all HELEN A. MARTS' medical records, including but not limited to psychiatric records. An Inventory must be filed within ninety (90) days. A report by the Guardian shall be filed within 12 months and annually thereafter. HELEN A. MARTS, 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 heating to modify or terminate the guardianship herein established. If HELEN A. MARTS was not present at this heating on appointment of a guardian then petitioner shall serve upon and read to HELEN A. MARTS 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 ' ' ten days. ~ ~ ~,~ ~ BY THE COURT: IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS : 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 FUTURS~ 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: HELEN A. MARTS an incapacitated person On the Petition of ROBERT M. BURNS : IN THE COURT OF COMMON PLEAS : OF CUMBERLAND COUNTY, : PENNSYLVANIA : ORPHANS' COURT DIVISION · NO. 21-2002-0141 PROOF OF SERVICE OF STATEMENT OF RIGHTS UPON APPOINTMENT OF A GUARDIAN I, JESSICA A. HOLLAND, being duly sworn according to law, depose and state that service of a copy of the Statement of Rights Upon Appointment of a Guardian, a copy of which is attached, was made on HELEN A. MARTS, by reading a copy of it to her on April 2, 2002, at 10:05 a.m. at Arden Courts, 2625 Ailanthus Lane, Harrisburg, Pennsylvania, 17110. I read the Statement of Rights to the alleged incapacitated person to the maximum extent possible, in language and terms she was likely to understand. ~ Sworn to and subscribed before me this ~ 0~day of--"M~, ,2002. . .~ -~ Notarial Seal Mafielle E Hazen, Notary Public MLO_wer Paxt.on Twp., Dauphin County y uommiss~on Expires Sept. 23, 2002 I verify that the statements made in this Proof of Service are true and correct. I understand that false statements herein are made subject to the ~enalties of 18 Pa.C.S. Sec. 4904, relating to unsworn falsification to authorities. D at e: ~3/'~ ~r-~O ~. c~)~ HOLLAND IN RE: HELEN A. MARTS an alleged incapacitated person On the Petition of ROBERT M. BURNS · IN THE COURT OF COMMON PLEAS ' OF CUMBERLAND COUNTY, · PENNSYLVANIA · ORPHANS' COURT DIVISION 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 Form S-4010 BOND NO. 3-764-305-4 GUARDIAN'S BOND County of Cumberland , Pennsylvania Estate of Helen A. Marts ,~ Incompetent ~ No. Minor Child / Mentally Incompetent of KNOW ALL MEN BY THESE PRESENTS, That we Robert M. Burns as Principal, and THE OHIO CASUALTY INSURANCE COMPANY, a corporation of the State of Ohio, and authorized to become sole surety in the Commonwealth of Pennsylvania, are held and fu'mly bound unto the Commonwealth of Pennsylvania, for the use of those interested in the estate, in the sum of One Hundred Thousand and No/100 Dollars, to be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind ourselves, jointly and severally, for and in the whole, our heirs, executors, administrators, successors and assigns, and each and every of them, firmly by these presents. Sealed with our seals and dated the 10th day of April , 2002 THE CONDITION OF THIS OBLIGATION IS, That if the above bounden .... Robert M. Burns as Guardian of the E~iai~ of Helen A. Marts, Incompetent ~ Minor Child / Mentally Incompetent shall well and truly administer the estate according to law, this obligation, shall be void as to those who sh~ll so administer the estate; but otherwise, it shall remain in force. / Sealed and delivered in the presence off (Seal) Principal State of Pennsylvania ,~ County of ~ SS: THE E By Kerry A~nd~rs'~ COMPANY Attorney-in-fact I, Robert M. Burns do solemnly swear that, as the Guardian of the estate of Helen A. Marts Incompetent ,I Minor Child / Mentally Incompetent Helen A. Marts, Incompetent will well and truly administer the estate of said Minor Child / Mentally Incompetent Sworn and subscribed before me this day of A.D. 20 ~ and letters of guardianship granted unto REGISTER IN RE: HELEN A. MARTS an incapacitated person ) IN THE COURT OF COMMON PLEAS ) OF CUMBERLAND COUNTY, PENNSYLVANIA ) ORPHANS' COURT DIVISION ) ) NO. 21-2002-0141 ) ) INVENTORY I, Robert M. Bums, Plenary Guardian of the Estate of HELEN A. MARTS, above incapacitated person, verify that the items appearing in the attached inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said incapacitated person, that the valuation placed opposite each item of this inventory represents its fair value as of the date of this inventory and that the incapacitated person owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I verify that the statements made in this inventory are true 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. Robert M. Bums helen2 Waypoint BANK ACCT # 553266923 # 554249154 # 554249155 PNC BANK ACCT # 5140163736 # 5000128197 HELEN A MARTS APRIl 1st 2002 27,192 38,039 First Union Bank ACCT # 1010049020904 2,801 Salomon Smith Barney ACCT #74d0220624733000000570 Furniture Sold & Check Received On May 31st 2002,Sold For 1034.50 Less Commission Of 362.08 43,520 111,552 Total 672.42 112.224.42 Helen Has No Real Estate,Automobile or Life Insurance, Prior To My Guardianship On March 25th I Had Pre Paid Her Funeral, She Will Be Interned At IGMR With Her Late Husband. Robert Burns 526 Blanchester Rd Harrisburg, Pa 17112 717 652 4747 Page 1 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: 1) 2) 3) 4) HELEN A. MARTS, an incapacitated person FILE NO. 21-2002-0141 GUARDIAN OF THE PERSON ANNUAL REPORT [20 Pa.C.S.A. 5521 (c)] FROM I am the Limited above. ,200~_ TO ,JO_i¥ ,200 J ~lenary Guardian of the Estate of my ward, named I was appointed Guardian by Order of Court dated ~fi t9~25 ~ ~O~, which __ was ~ was not modified by Court Order(s) dated Is the incapacitated person still living? ~ If no, answer the following: (a) Date of Death (b) Place of Death (c) Name of Administrator/trix or Executor/trix (d) Date Guardian of the Person filed the last Annual Report If the incapacitated person is still living, answer the following questions: (a) (b) (c) (d) (e) Date Guardian of the Person filed the last Annual Report? Current address of the incapacitated person: rila ntkuS · Current age: %~ Date of birth of incapacitated person: ~~,~ 213 The incapacitated person's residence is: Ward's own residence ~/~Sursing Home ---- ~ Hospital or Medical Facility The incapacitated person has been living there since __ My home/apartment Relative's Home __ Boarding Home If moved within the past year, state from where and the reason for the change: (f) I rate his/her living arrangement as: _4~ Excellent Average Explain: Below Average 5) (g) I believe he/she is: Content with the living situation Unhappy with the living situation Unaware with the living situation Physical Health (a) Current physical condition of the incapacitated person is: Excellent ~'"~Good Fair Poor (b) His/her major physical health problems are as follows: (c) During the past year, his/her physical condition has: ~ Remained about the same. Improved. Explain Worsened. Explain (d) Date During the past year, he/she received the following medical treatment (include check-ups and dental work): Ailment Type of treatment Doctor's name 2 6) Mental Health (a) The incapacitated person's condition is: Excellent Good (b) His/her major mental health problems are as follows: Fair L//Poor (c) During the past year, his/her mental condition has: Remained about the same. Improved. Explain ~/ Worsened. Explain (e) During the past year, treatment or evaluation by a psychiatrist, psychologist or social worker was \ jwas not provided. Such mental health services are briefly described as: o Social Activities/Services (a) His/her current social condition is: Excellent V/Good (b) During the past year, his/her social condition has: x// Remained about the same. Improved. Explain Worsened. Explain Fair Poor (c) during the past year he/she has participated in the following activities: EduCational tI 1// Social __ Occupational No activities available. __ He/she refuses to participate in any activities. __ He/she is unable to participate in any activities. 8) Visitation (a) During the last year, I visited him/her as follows: 9) (b) (c) The average amount of time I spent on each visit was The last time I visited was on '7/~--~O ~ (date) During the last year I have performed the following activities on behalf of the incapacitated person: ~,,~(~ 10) I believe he/she has the following unmet needs: 11) The guardianship modification because: should should not be continued without 4 12) Please note any concerns about the incapacitated person's physical or mental well-being or the fmances that the Court should know: iN)I ~ 13) I /2( am am not the guardian of the incapacitated person's estate. If yes, my report is attached. I CERTIFY under the penalties of perjury that the information contained in this report is tree and correct to the best of my knowledge, information and belief. Name.'r~G~0£Jc I'~. ~k.)['(-~ ~ TelephoneNo.")l-~' ¢~_~_..0- q"~q 7 (home) Address:'c~-~zQ(t~ ~-~)~J~ff ~, (work) Signature t C*tc/ ZI, ZooZ D I ' Send to: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 (717) 240-6345 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: 1) HELEN A. MARTS, an incapacitated person GUARDIAN OF THE ESTATE ANNUAL REPORT [20 Pa.C.S.A. 5521 (c)l ! I am the Limited FILE NO. 21-2002-0141 above. I was appointed Guardian by Order of Court dated 3!_c9,~ ~ was ~/ was not modified by Court Order(s) dated Plenary Guardian of the Estate of my ward, named , which 2) Is the incapacitated person still living? ~ If no, answer the following: (a) Date of Death (b) Place of Death (c) Name of Administrator/trix or Executor/trix (d) Date Guardian of the Person filed the last Annual Report PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAPACITATED PERSON IS LIVING OR DECEASED: 3) My initial Inventory was filed on ~£; I listed a total estate value of The Inventory listed a total monthly income of $ ~ ~ ~ ~. 7 comprised of 4) At the beginning date of this reporting period, my initial balance on hand was $ lll~ 755,.~.~ 5) During this reporting period, the following reflects all sources of income (other than social security) received by me for my ward: (Add additional pages if needed) Date Received Source of Income Amount o 6) During this reporting period, the following reflects all payments I have made for my ward: (Add additional pages if needed) ° o Date To Whom Paid Reason for Payment Amount 2 7) The present principal assets of my ward are: Description of Asset(s) Present Value TOTAL: '7'6_, DP6. /7 8) The present mount and sources of income for my ward are: Source of Income Amount of Income (indicate whether monthly, quarterly, annually) o o o o 9) ° The regular monthly expenses of my ward which I pay are: To Whom Paid Amount ° o 10) have/l~ve r~gk (circle one) petitioned the Court for permission to invade principal to I meet the needs of my ward. (If applicable) The following expenses of my ward have been paid from principal: To Whom Paid Purpose Amount o 4 o o 11) I hav ~~ave n~~(circle one) guardi~ The amount I paid myself totaled $ following rate: $ paid myself compensation for services I rendered and was calculated at per week/month (circle one). the 12) Check the correct response and complete, if appropriate. There will be no need for extraordinary expenditures on behalf of my ward in the next twelve (12) months. There will be a need for extraordinary expenditures on behalf of my ward in the next twelve (12) months because: 13) Check the correct response and complete, if appropriate. ~"/A. My ward receives monthly social security benefits directly. __B. I am the designated payee to receive my ward's social security benefits. __C. The designated payee of my ward's social security benefits is: Whose address is And is/is not (circle one) related to my ward as (insert relationship:) 5 14) Please note any concerns about the incapacitated person's physical or mental well-being or the finances that the Court should know. 15) I . attached. am not guardian of the incapacitated person's person. If yes, report is I CERTIFY under the penalties of perjury that the information contained in this report is tree and correct to the best of my knowledge, information and belief. Address: Telephone No. '-71 '7 ' ~0 ~e-~' 97 t.( ? (home) (work) Signature Date Send to: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 (717) 240-6345 6 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ' IN RE: HELEN A. MARTS, an incapacitated person FROM FILE NO. 21-2002-0141 GUARDIAN OF THE PERSON ANNUAL REPORT [20 Pa.C.S.A. 5521 (c)] O'OLy ,200,~_ TO O'v/x/~ , , 200 1) 2) I amthe above. __ Limited f Plenary Guardian of the Estate of my ward, named I was appointed Guardian by Order of Court dated P~-~ p..C. ~2z~, which was )~ was not modified by Court Order(s) dated 3) 4) Is the incapacitated person still living? If no, answer the following: (a) Date of Death (b) Place of Death (c) Name of Administrator/trix or Executor/trix (d) Date Guardian of the Person filed the last Annual Report If the incapacitated person is still living, answer the following questions: (a) (b) (c) (d) (e) Date Guardian of the Person filed the last Annual Report? Current address of the incapacitated person: ~//~O,~,6t .Tgd,~ ~//~a/o~ou¢ /.~ /./~/Ol~,ou ,OF,..,0/-1 /7//.~ Current age: $:'_? . Date of birth of incapacitated person: The incapacitated person's residence is: . Ward's own residence ~ Nursing Home ~..~.~t~, Z, et//A~ __ Hospital or Medical Facility __ My home/apartment Relative's Home __ Boarding Home The incapacitated person has been living there since If moved within the past year, state from where and the reason for the change: (f) I rate his/her living arrangement as: ___~ Excellent Average Explain: Below Average 5) (g) I believe he/she is: V/ Content with the living situation Unhappy with the living situation Unaware with the living situation Physical Health (a) Current physical condition of the incapacitated person is: Excellent Good ._~ Fair Poor Date 2 (b) (c) (.d) His/her major physical health problems are as follows: During the past year, his/her physical condition has: Remained about the same. Improved. Explain V~ Worsened. Explain z~7'.~'O.,,~_.~ ..~_ !. ~ - .~ ~'~.4'.-.gr~/,' - ,e,,}w~-o~ During ~e p~t ye~, he/she received ~e follow~g medic~ ~ent (~clude check-ups ~d den~ work): Ailment Type of treatment Doctor's name ~ 't~ gat 4, J.,,,v"~' 2 6) Mental Health (a) (b) The incapacitated person's condition is: Excellent Good Fair f Poor His/her major mental health problems are as follows: L9 (c) During the past year, his/her mental condition has: (e) social worker, briefly described as: Remained about the same. Improved. Explain V' Worsened. Explain ,O,,- During the past year, treatment or evaluation by a psychiatrist, psychologist or was ~ was not provided. Such mental health services are Social Activities/Services (a) His/her current social condition is: Excellent ~ood Fair Poor (b) During the past year, his/her social condition has: Remained about the same. Improved. Explain Worsened. 3 Explain (c) during the past year he/she has participated in the following activities: t~ Recreational ,a/~/,_t!r/~.~ #.Oao,/d,.~ /t-7" 7'rt~ Educ~ational // Social .~.~'~ ~,-,,~ . ~ r V~ Occupational ~.c7/~,/~/&r No activities available. __ He/she refuses to participate in any activities. __ He/she is unable to participate in any activities. 8) Visitation (a) During the last year, I visited him/her as follows: /-'t.&,j c ~ d--r o,~?,~z,. The average mo~t of t~e I spent on each visit w~ /~ gl4 The l~t t~e I visited w~ on ~ ~d ~ (da~) (b) (c) 9) During the last year I have performed the following activities on behalf of the incapacitated person: 10) I believe he/she has the following unmet needs: 11) The guardianship , ,/~ should modification because: should not be continued without 4 12) Please note any concerns about the incapacitated person's physical or mental well-being or the finances that the Court should know: 13) I v'~ am am not the guardian of the incapacitated person's estate. If yes, my report is attached. I CERTIFY under the penalties of perjury that the information contained in this report is true and correct to the best of my knowledge, information and belief. Telephone No.7/7 '~(o~,,2 'Se;~ . . (home) Address:O~_z' /~z;4/,/~/'~'e ~ ~O~ Tl ~c,a (work) Signature Date Send to: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 (717) 240-6345 5 Untitled I was appointed guardian for Helen A Marts, file # 21-2002-0141 on March 25th 2002, at that time I was imformed that I was to secure a bond for 100.000, at that time her assets were in excess of 100.000 dollars, her present assets in well less than 100.000 dollars.The cost of the bond for 100.000 is 460.00, would like you approval to get a bond for 50.000, the renewal date for this is March 2005. Robert Burns 526 Blanchester Rd Harrisburg Pa 17112 717-652-4747 Guardian For Helen A Marts 21-2002-0141 Page 1 Itm# DUeDateTrn TYPe policY# De~CriPton C0~:Pany Amount INVOICE # 184gl 217505 02/23/04 REN BOND 37643054 Guardian of Minor Btmd Ohio Casualty Group $ 460.00 Invoice Balance: Black, Davis & Shue Agcy P. O. Box 2747 Harrisburg, PA 17105-2747 Phone: 717-233-8461 Fax: Robert M. Burns 526 Blanchester Rd Harrisburg, PA 17112 BOND MEMO Page 1 04/10/2004 04/10/2005 I have been informed by the bond company, Ohio Casualty, that the following information will be required in order to reduce your bond limit from $100,000 to $50,000: Evidence of reduction of the assets via Cumberland County Court House Letter from attorney handling estate confirming assets have been reduced Please forward this paperwork to my attention as soon as possible so that the agency can revise your annual invoice billing due 04/10/04. Thank you, Computer Room IN TIlE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPIIANS' COURT DIVISION IN RE: IIELEN A. MARTS, an incapacitated person FILE NO. 21-2002.0141 GUARDIAN OF TIlE ESTATE ANNUAL REPORT [20 Pa.C.S.A. 5521 (c)] _,2007~_ TO x.~UA/zc ,~o,, ,200.'~' FRObl. O"~d y' 1) 2) I mn the __ Linfited .)K Plenary Guardian of the Estate of my ward, named above. I was appointed Guardian by Order of Court dated ,~ -,~0'"-ca ~ , which ~ was X was not modified by Court Order(s) dated "' i Is the incapacitated person still living? l£no, m~swcr thc tbllowing: (a) Date of Death (b) Place o£Death (c) Nmne o£Administrator/trix or Executor/trix ' (d) Date Guardian of the Person filed the last Annual Report I'LEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAPACITATED I'ERSON IS LIVING OR DECEASED: ~ 3) My ilfitial lnvento.ry was filed on/~/OA~/Z .. 2,/~,,7 and listed a total estate value of $ i//. . ' The Inventory listed ~ total monthly income of $ thelbllowing: ,,q' -.~._~ ,=- - ~ -_ .= _ _. --. .5' L,'R V/o.< Pb~r~oA( ozs,.. ~c,x. ! comprised of 4) At the begitming date of this reporting period, my initial balance on hand was $,, 5?g,,a ?0 5) During this reporting period, the following reflects all sources of income (other than social security) received by me for my ward: (Add additional pages if needed) Date Received Source of Income ..Amount o o 6) During this reporting period, the following reflects all payments I have made for my ward: (Add additional pages if needed) o Reason for Payment ,.A~ount 2 o 7) The present principal assets of my ward are: Description of Assetfs) Jo o o 8) TOTAL: The present mnount and sources of income for my ward are: Sore ct: o1' Income ..Amount of Income (indicate whether monthly, quarterly, annually) _ .~'OC/,4/Z C C ?!l. ,'~ ) 3 o 9) The regular monthly expenses of my ward which I pay are: To Whom Paid Amount 2. o 10) I have~~(circle one) petitioned the Court for permission to invade principal to meet the needs of my ward. (If applicable) The following expenses of my ward have been paid To Whom Paid P ,urpose Amount 4 o 11) I ha~cle one) paid guardian. The amount I paid myself totaled $ following rate: $ myself compensation for services I rendered as and was calculated at the per week/month (circle one). 12) Check the correct response and complete, if appropriate. There will be no need for extraordinary expenditures on behalf of my ward in the next twelve (12) months. There will be a need for extraordinary expenditures on behalf of my ward in the next twelve (12) months bemuse: 13) Che..c~he correct response and complete, if appropriate. 'v' A. My ward receives monthly social security benefits directly. ~B. I am the designated payee to receive my ward's social security benefits. __C. The designated payee of my ward's social security benefits is: Whose address is And is/is not (circle one) related to my ward as (insert relationship:) ,. 5 14) Please note any concerns about the incapacitated person's physical or mental well-being or the finances that the Court should know. ~/~A/.4' ,4 '~ r~ ~~ r ~/,~'. ~ 15) I /~ am~ attached. am not guardian of the incapacitated person's person. If yes, report is I CERTIFY under the penalties of perjury that the information contained in this report is true and correct to the best of my knowledge, information and belief. Telephone No. 7/7' ,~- ~"7~l'7 Address: 0'",/)~' ~./~,q'O'./~",$'r'W.e ~0~ t~,r. tt~c~ (work) Signature Date Send to: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 (7 i 7) 240-6345 ) IN THE COURT OF CO MON PLEAS OF ) CUMBERLAND COUN , PENNSYLVANIA ) ORPHANS' COURT DI ISION ) ) NO. 21-2002-0141 ) INRE: HELEN A. MARTS On the Petition of Robert M. Burns PETITION TO RELEASE BOND () , =: ,~") ~ '.":J J -(: ,- ~-.- n, ~-~:! /' -, '-/1 r--> = = ~, -n ,:0...,.--, (") o :-1::J CJ ,-,--, r'1 :u C:/ CI ..j-1 -., <0 . j" ".. c:: (0") CI :r_ ~'l: ~-,) -_-----1 .. AND NOW comes Petitioner, by and through his attorney, Marie! e F. HM:en, Esquire, of' e:> ~. [~-:> .'" the Law Office of Marielle F. Hazen, and files the within Petition to Rele se Bond and in support hereof avers as follows: 1. By Order of this Court dated March 25, 2002, Robert M Burns, was appointed the Guardian of the Person and Estate of Helen A. Marts. (Attached heret as Exhibit "A.") 2. In the Guardianship Order dated March 25, 2002 a bon in the amount of One Hundred Thousand Dollars ($100,000.00) was required to be posted y the Guardian of the Estate. 3. The Guardian secured a Bond through Ohio Casualty Ins ance Company at Bond Number 3-764-305-4. (Attached hereto as Exhibit "8.") 4. Helen A. Marts died on May 21, 2005 and the Guardi of the Estate filed the final accounting on July 26, 2005. 5. Helen A. Marts died testate on May 21, 2005 and Robert . Burns was appointed Executor of her Estate by Cumberland County Register of Wills. 6. Robert M. Burns needs to cancel the guardianship bo d, but Ohio Casualty Insurance Company will not do so without a release from the Court. demanding continued payment of this bond. insurance company is V;c 7. The guardianship and all related matters have been finali ed by Helen A. Mart's death. WHEREFORE, Petitioner respectfully requests this Honorable 000 to enter an Order releasing the bond in the above-captioned matter. Respectfully submitted, Date: 61q /0 S / , I l/. MarlelIe . azen, Attorney ID No. 68003 2000 Linglestown Road, Sui e 202 Harrisburg, Pennsylvania I 110 (717) 540-4332 Attorney for Petitioner VERIFICATION I verify that the statements made in this Petition are true and orrect. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section 4904, relating to unsworn falsification to authorities. /~H Robert M. Bums IN THE COURT OF COMMON PLEA OF CUMBERLAND COUNTY, PENNSYL IA ORPHANS' COURT DIVISION INRE: HELEN A. MARTS, an incapacitated person FIL NO. 21-2002-0141 Is the incapacitated person still living? N 0 ~L ~ c::> /..... If no, answer the following: .; (~ ::: ~: ~l::eo::;:: ~~~~~~\ ~ (A~~~ ~;:?~ ;:;; (c) Name of Administrator/trix or Executor/trix \2.b '0 (1- €>\j 'f'l'v S (d) Date Guardian of the Person filed the last Annual Rep rt ~ I) GUARDIAN OF THE PERSON FINAL REPO T [20 Pa.C.S.A. 5521 (c)) FROM JO\tj \ ,2001. TO Limited ~arY Guardian of the Es ,2005 te of my ward, named 15 3tPw9ifch r ~ c> ,.::.::> c.n ...... C:: ~J :TJ ~1T1 :-:/10 LJC) -, ::n (.':~CJ ! r, rT1 - }CJ o --Tl .. --n C5 '" ,. ./)0 --r1 I am the above. Q - :::1 4) If the incapacitated person is still living, answer the following qu stions: 2) I was appointed Guardian by Order of Court dated MQ was X was not modified by Court Order(s) dated , ........... 3) (a) Date Guardian of the Person filed the last Annual Report. (b) Current address of the incapacitated person: (c) (d) Current age: Date of birth of incapacitat (e) The incapacitated person's residence is: Ward's own residence Nursing Home Hospital or Medical Facility The incapacitated person has been living there since person: My home/apartment Relative's Home Boarding Home 5) Date If moved within the past year, state from where and the re Itson for the change: (f) I rate his/her living arrangement as: Excellent Average Bel( w Average Explain: (g) I believe he/she is: Content with the living situation Unhappy with the living situation Unaware with the living situation Physical Health (a) Current physical condition of the incapacitated person is: Excellent Good Fair Poor (b) His/her major physical health problems are as follows: (c) During the past year, his/her physical condition has: Remained about the same. Improved. Explain Worsened. Explain (d) During the past year, he/she received the following medic al treatment (include check-ups and dental work): Ailment Type of treatment Doctor's name 2 6) Mental Health (a) The incapacitated person's condition is: Excellent Good Fair Poor (b) His/her major mental health problems are as follows: (c) During the past year, his/her mental condition has: Remained about the same. Improved. Explain Worsened. Explain (e) During the past year, treatment or evaluation by a psychia rist, psychologist or social worker was was not provided. Such me ~tal health services are briefly described as: . Social Activities/Services (a) His/her current social condition is: Excellent Good Fair Poor (b) During the past year, his/her social condition has: Remained about the same. Improved. Explain Worsened. Explain 3 7. 8) 9) 10) (c) during the past year he/she has participated in the followir ~ activities: Recreational Educational Social Occupational No activities available. He/she refuses to participate in any activities. He/she is unable to participate in any activities. Visitation (a) During the last year, I visited him/her as follows: (b) The average amount oftime I spent on each visit was (c) The last time I visited was on (date During the last year I have performed the following activities on ehalf of the incapacitated person: I believe he/she has the following unmet needs: The guardianship should should not be contir ~ed without modification because: 4 11) 12) Please note any concerns about the incapacitated person's physic or mental well-being or the finances that the Court should know: 13) I am am not the guardian of the incapacitated p rson's estate. If yes, my report is attached. I CER TlFY under the penalties of peJjury that the information contained . n this report is true and correct to the best of my knowledge, information and belief. Name: \Z l\'oe..<\-- 600('/\ 5 Address: salO Bla.~'-es~ ~ Telephone No. 11/-(0 ex-<f747 -\h..{~/:f"A- n\ld.. ~ ~ignature e- Date Send to: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 (717) 240-6345 5 -Q~ (home) (work) INRE: 2) IN THE COURT OF COMMON PLEA OF CUMBERLAND COUNTY, PENNSYL NIA ORPHANS' COURT DIVISION HELEN MARTS, an incapacitated person NO.d\-'d.{)(Y~-O\l\ l GUARDIAN OF THE ESTATE FINAL REPO [20 Pa.C.S.A. 5521 (c)) FROM-:J ~ \ '6 \ ,200Jd TO Nt I) I am the Limited K Plenary Guardian of the Es above. I was appointed Guardian by Order of Court dated was X. was not modified by Court Order(s) dated , 2005 C) 8 _.J "l; - ~,C~ '-fl _'oj ~." -,;~) , "1', _u -"1 , which w "> = "'" <.ro :!Jloo r- (.~ _ .-r; -,0 rrj '-'0 ''? C) f) ::0 ~~~!8 o ., ::u c. -171 ~-./) 0 -n 1'10 Is the incapacitated person stil1living? If no, answer the following: (a) Date of Death (b) Place of Death (c) Name of Administrator/trix or Executor/trix (d) Date Guardian of the Person filed the last Annual Rep rt o :;? PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER E INCAPACITATED PERSON IS LIVING OR DECEASED: 3) My initial Inventort, was filed on ~ / ~ ~ and liste a total estate value of $ t\\<( 5S~O '. I The Inventory listed a total monthly income of $ "' the following: <2-'l\S \Dv\. comprised of 4) At the beginning date of this reporting period, my initial balance n hand was $ 6l'q.5336D . 5) During this reporting period, the following reflects all source of income (other than social security) received by me for my ward: (Add additional pa es if needed) Date Received Source ofIncome Amount I. ~\N . \0 ~OV'-. cr3Sl) CD ol- 2. f\V\c>A.-fu \ 2?' l D .QQ)(\S ~ J , D8JD 00 3. 4. 5. 6. 6) During this reporting period, the following reflects all payments I have made for my ward: (Add additional pages if needed) Date To Whom Paid Reason for Pavment Amount I. ~f6U.-~{)~ ~,,~~ ~b' ~<+ ,1:J:::[j Q() 2. ~ G\~ \tJ\OD 3. ~'1- %5" O()-~~Q.. ~ L\-4o,.f1::> 2 4. ~/(j{- D(ff\ ('f0'~~~ \J-(Q.5L' a ~8ta 00 5. 6t\~ 4~ 6. &~1" \~-L\c -r-Ct x. .Q f' 25DO~ stt- ~0- '6)(.,^:"f\ II 7) The present principal assets of my ward are: Description of Asset( s) Present Value 1. ~~~~C-. I 6 I 5"5 q ()t:l 2. Ge\<:x> ~ ~I S~~ C>C 3. 4. 5. 6. TOTAL: 00 ~ , ~) '3 g . 8) The present amount and sources of income for my ward are: Source ofIncome t ofIncome te whether monthly, rly, annually) ob J\ 3 \ '3 Me, ~ ~ \\c"t> ~.. 1. Scao.\ S~M~ 2. ~ ~\'Ov'--J 3 3. 4. 5. 6. To Whom Paid ~ of my ward which I pay are: -eX- . ~5 - 6<2-~\ ~i5~oe petitioned the Court for permissior ing expenses of my ward have beer Purpose . 4 $ 0 f'~\~~ ~0'\ 9) The regular monthly expenses 1. 2. 3. 4. 5. 6. ~cdeA~ N<li S "^-'ld0>-0 ~~ II \)-\-c~~o..:I'- ~. 1Y\\ 5c.. ~~~~ 10) I have~ircle one) meet the needs of my ward. (If applicable) The follow 1. 2. To Whom Paid ~ I 05(3~ MD( Amount 3L\OOro a vB &bD '"35\0 '3'6. 50 to invade principal to paid from DrinciDa1: Amount 3. 4. 5. 6. 11) I hav~v~cle one) paid myself compensation for ervices I rendered as guardian. The amount I paid myself totaled $ and as calculated at the following rate: $ per week/month (circle one 12) correct response and complete, if appropriate. There will be no need for extraordinary expenditur s on behalf of my ward in the next twelve (12) months. There will be a need for extraordinary expenditures on behalf of my ward in the next twelve (12) months because: 13) + 00""" ~'Poo~ "'" ,omplcto. if """pri... A. My ward receives monthly social security benefits irectly. B. I am the designated payee to receive my ward's soc aI security benefits. C. The designated payee of my ward's social security enefits is: Whose address is And is/is not (circle one) related to my ward as (ins rt relationship:) _ 5 14) Please note any concerns about the incapacitated person's physic or mental well-being or the finances that the Court should know. 15) I~ am not guardian of the incapacitated person's erson. If yes, report is attached. I CERTIFY under the penalties of peljury that the information contained n this report is true and correct to the best of my knowledge, information and belief. Name: Q.~~(+ BHY\ S Telephone No. 1 n - sa -Yl <.{ 7 (home) Address: s~ J3k~ ~-(t~6b~. f'fl- \ll\"d. <<~~ . Signature 7- Date Send to: Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 (717) 240-6345 6 -os- (work) Helen Marts Exhibit "A" Dr. Teretta, 0 t Arden Courts - Beau s Nutritinals De ends Sus uehanna EMS Du $ 38.00 $ 325.00 $ 268.00 $ 113.00 $ 40.00 The Law Office of MARmu.E F. HAzEN Attorney at Law Certified Elder Law Attorney by the National Elder Law Foundation 2000 Linglestown Road Suite 303 Harrisburg, PA 17110 TEL: (717) 5404332 FAX: (717) 540-4313 www.hazeneJderlaw.com July 26, 2005 Register of Wills Cwnberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Helen A. Marts, an incapacitated person Final Annual Reports i i I Enclosed for filing please find the original and two copies of4e Annual Report for the Guardian of the Person and the Annual Report for the Guardi of the Estate for Helen A Marts. Please note that Mrs. Marts died on May 21, 2005. , i Please date-stamp the copies and return them to me in the ~nclosed envelope. Thank you for your time and assistance. I I , I I i To: The Register of Wills: Sincerely, \ ~ Comb~ Paralegal Enclosure cc: Robert M. Bums, Guardian The Law Office of MARnn.E F. HAzEN An Estate Planning and Elder Law Firm 2000 Linglestown Road Suite 202 Harrisburg, PA 17110 m.: (717) 540-4332 FAX: (717) 540-4313 www.hazenelderlaw.com August 9, 2005 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Helen A. Marts Docket No. 21-2002-0141 To: The Register of Wills: C rlified Elder Law Attorney* elle F. Hazen, JD, CElA. c. Combs, Paralegal ca A. Holland, Paralegal erine M. Semon, Paralegal M. Smith, Office Admlnlllfrator Enclosed for filing please find the original and one copy of a Peti ion to Release Bond in the above-referenced matter. Please time-stamp the copy and return it to our office in the enclosed self-addressed, stamped envelope. A check for $15.00 is enclosi g for the filing fee. Also enclosed is a check for $30.00 for filing of the final acc unting report that was submitted earlier. Thank you for your time and assistance. Should you have additional information, please contact our office. I I ~~ Sincerely, Cathy Semon Paralegal fcms Enclosures cc: Mr. Robert M. Burns, Guardian questions or require *Certified Elder Law Attorney by the National Elder Law Foundation as authorized by the Penrli;.ylvania Supreme Cuurt