HomeMy WebLinkAbout05-15-090
IN THE COURT OF COMMON PLEAS -CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
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IN RE: LOUISE CARL, `__-=~
An Alleged Incapacitated Person O.C. No. `= ' =° c~
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PETITION UNDER ~ 5513 OF ~_,~
THE PROBATE, ESTATES AND FIDUCIARIES CODE ~'
FOR APPOINTMENT OF AN EMERGENCY LIMITED GUARDIAN OF
THE ESTATE OF LOUISE CARL
AND TO ADTUDGE HER AN INCAPACITATED PERSON
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AND NOW, COMES, Petitioner, Guardian Elder Care Home and Community
Services, LLC d/b/a Forest Park Health Center ("Forest Park"), by and through its
attorneys, SCHUTJER BOGAR LLC, and hereby petitions for the appointment of an
Emergency Limited Guardian of the Estate of Louise Carl and requests that the Court
adjudge Louise Carl an incapacitated person and, in support thereof, represents as
follows:
1. The name of the alleged incapacitated person is Louise Carl ("Ms. Carl").
2. Ms. Carl is a 72-year-old individual who currently resides at Petitioner's
skilled nursing facility located at 700 Walnut Bottom Road, Carlisle, Pennsylvania
17013.
3. Petitioner is a domestic limited liability corporation, with its principle
place of business located at 1217 Slate Hill Road, Camp Hill, Pennsylvania 17011.
ORIG,NAL~
4. Because Ms. Carl resides in Cumberland County, this Court has
jurisdiction pursuant to §§ 711(10) and § 5512(a) of the Probate, Estates and Fiduciary
Code.
5. To the extent of Petitioner's knowledge and upon information and belief,
Ms. Carl has no living heirs who are sui juris.
6. Ms. Carl has been a resident of the Petitioner's facility since August 22,
2008, when her friend, Fred Habig, applied for her admission to Petitioner's skilled
nursing facility.
7. Ms. Carl lacks the resources to ec>mpensate Petitioner for the skilled
nursing services it has provided and continues to provide to her.
8. To the extent of Petitioner's knowledge and upon information and belief,
Ms. Carl receives monthly Social Security benefits of approximately $839.00 and
monthly black lung benefits of approximately $599.00. Petitioner is unaware of any
additional monthly income of Ms. Carl.
9. An application for Medical Assistance benefits was filed with the
Cumberland County Assistance Office ("CAO") on behalf of Ms. Carl. However, Ms.
Carl's personal representative failed to provide the verifications needed by the CAO to
determine her eligibility, and the application was therefore denied for failure to provide
verifications, but the denial notification was never sent to Ms. Carl's personal
representative.
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10. Because Ms. Carl's personal representative did not receive the denial
notification alerting him to the denial and Ms. Carl's right to appeal the denial, a timely
appeal of the denial was not filed. The failure to notify Ms. Carl's personal
representative of the denial was a violation of Ms. Carl's right to due process.
11. Petitioner filed an appeal after the applicable thirty (30) day deadline.
12. A hearing on the appeal was scheduled to be held before the Department
of Public Welfare Bureau of Hearings and Appeals ("BHA") on February 25, 2009.
Although, upon information and belief, Petitioner has provided the Department of
Public Welfare ("DPW") with all of the verifications necessary to qualify Ms. Carl for
Medical Assistance benefits, the appeal was dismissed because it was filed untimely.
13. The Final Administrative Action and Mailing Date of DPW's Adjudication
was May 8, 2009. Ms. Carl has fifteen (15) days to file a Petition for Reconsideration
with the Secretary of DPW, but, due to her alleged incapacitation, Ms. Carl cannot file
the Reconsideration herself, thus necessitating the need for a limited Guardian of the
Estate to file a Petition for Reconsideration on her behalf to secure Medical Assistance to
pay for her ongoing care. Her former personal representative, while able to file an
administrative action, does not have standing to file a Petition for Reconsideration or
appeal to the Commonwealth Court.
14. Ms. Carl's treating physician is:
Dr. Daryl Guistwite
522 South Pitt Street
Carlisle, PA 17013
(717) 609-2052
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15. To the extent of Petitioner's knowledge, Ms. Carl, the alleged
incapacitated person, has been diagnosed with "failure to thrive-Adult Mental
Retardation." Upon information and belief, that condition has caused Ms. Carl's
incapacity and requires that she receive 24-hour-a-day care in a skilled nursing facility.
Ms. Carl's treating physician, Dr. Guistwite, is available to provide telephonic
testimony to this effect.
16. Because of the conditions set forth in Paragraph 15, Ms. Carl, is totally
unable to manage or even appreciate the significance of her financial affairs and to
make and communicate any decisions relating thereto, including the ability to
communicate her need for assistance in that area.
17. The emergency nature of this petition is based on the inability of Ms. Carl
to act on her own behalf and file a Petition for Reconsideration by the May 23, 2009
deadline.
18. Ms. Carl is currently indebted to Petitioner for nursing care services
rendered in excess of $52,640.94, a balance which increases monthly as Ms. Carl is a
current resident.
19. To the extent of Petitioner's knowledge and upon information and belief,
Ms. Carl does not have a capable agent, guardian, or next of kin to appropriately
manage all of her financial affairs, including her application for Medical Assistance
benefits and the related appeals. In order to protect Ms. Carl's interests, Petitioner
respectfully requests the appointment of an Emergency Limited Guardian of the Estate
of Ms. Carl who will competently represent her, for the purposes of qualifying her for
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Medical Assistance benefits.
20. There are no less restrictive alternatives to the appointment of an
Emergency Limited Guardian for Ms. Carl.
21. The proposed Limited Guardian of the Estate is Shaun O'Toole, Esquire,
who does not have any interest adverse to Ms. Carl. His acceptance to serve as
Emergency Limited Guardian of the Estate is attached hereto as Exhibit "A." The
proposed Emergency Limited Guardian s contact information is:
Shaun O'Toole, Esquire
401 North Second Street
Harrisburg, PA 17110
(717) 695-0389
(717) 213-0272 fax
22. Shaun O'Toole, Esquire, has been suggested as Emergency Limited
Guardian of the Estate of Louise Carl because of his experience in dealing with
incapacitated persons such as Ms. Carl and his experience in representing clients who
are applying for Medical Assistance benefits.
23. No Court within this Commonwealth, of which Petitioner has knowledge,
has appointed a Guardian of the Estate of Ms. Carl.
24. To the extent of Petitioner's knowledge, and upon information and belief,
Ms. Carl was not a member of the Armed Services of the United States and is not
receiving any benefits from the United States Veterans' Administration.
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WHEREFORE, Petitioner prays this Court appoint Shaun O'Toole, Esquire, as
Emergency Limited Guardian the Estate of Ms. Carl and that the Court schedule a
hearing on the alleged incapacitation of Louise Carl pursuant to 20 Pa. C.S.A. § 5511.
Respectfully submitted,
SCHUTJER BOGAR LLC
Dated: s~~sl ~
By:
Chadwick O. Bogar
Attorney I.D. No. 83755
(717) 909-5920
Anthony Lucido
Attorney I.D. No. 76583
(71'7) 909-0353
Brandon S. Williams
Attorney I.D. No. 200713
(717) 909-5922
417 Walnut Street, 4~ Floor
Harrisburg, PA 17101
Fax No. (717) 909-5925
Attorneys for Petitioner
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VERIFICATION
The undersigned is authorized to verify the statements of fact in the foregoing
document as true and correct to the Uest of her knowledge, uzEorination and belief. She
understands that any false statements therein are subject to the penalties contained in 18
Pa. C. S. ~ 490, relating to unsworn falsification to authorities.
Dated: ,~~'- - ' ~~> ~- ;:
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Dawn Jordan
Billing and Collections Coordinator
Guardian Elder Care
ACCEPTANCE OF PROPOSED
EMERGENCY LIMITED GUARDIAN OF THE ESTATE
I, Shaun O'Toole, Esquire, the proposed Emergency Limited Guardian of the
Estate in the foregoing Petition for Appointment of an Emergency Limited Guardian for
the Estate of Louise Carl, the alleged incapacitated person, agree to accept the
appointment as Emergency Limited Guardian of the Estate and aver that:
1. My address and telephone number are:
401 North Second Street
Harrisburg, PA 17110
(717) 695-0389
2. I am an experienced attorney licensed to practice in the Commonwealth of
Pennsylvania.
3. I am a citizen of the United States and speak, read and write the English
language.
4. I have experience in acting as guardian of the estate for incapacitated
persons such as Louise Carl.
5. I have experience with Medical Assistance and the processes associated
therewith.
6. I am not a fiduciary of any Estate in which the alleged incapacitated
person has an interest and as the proposed Emergency Limited Guardian
of the Estate of Louise Carl, have no interests adverse to her.
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Dated: 05 15 Jy
Shaun O'Toole, Esquire