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Home My WebLink About01-28-10~~~, C~g3.~~ GUARDIANSHIP OF INCAPACITATED PERSON ~ o -~_, :~ \ J COURT OF COMMON PLEAS OF ~~`" `" ~ ~ ' ~ CUMBERLAND COUNTY, PENNSYLVANIA -~ ~ %c~ " -' .- ~ ~~ - ORPHANS' COURT DIVISION r' ~ ~ ~~' ° ~ - ~. ~ 7 ESTATE OF Virginia M. Taylor AN INCAPACITATED PER SON ACCOUNT OF Keystone Guardianship Services ,GUARDIAN No. 21-06-0435 PETITION FOR ADJUDICATION / STATEMENT OF PROPOSED DISTRIBUTION PURSUANT TO Pa. O.C. Rule 6.9 This form may be used in all cases involving the Audit of the Account of a Guardian of the Estate of an incapacitated person. If space is insuffrcient, riders may be attached. INCLUDE ATTACHMENTS AT THE BACK OF THIS FORM. Name of Counsel: Rebecca J. Margerum Supreme Court I.D. No.: 76307 Name of Law Firm: Rebecca J. Mar~erum Address: 4054 Route 225 Elizabethville Pennsylvania 17023 Telephone: 717-649-6714 Fax: 717-362-8831 Form OG03 rev. /0./3.06 Page 1 of 6 Estate Virginsa M. Tavlor An Incapacitated Person 1. Name(s) and address(es) of Petitioner(s): Petitioner Nome: Keystone Guardianship Services Addre.r.r PO Box 804 115 W. Broad Street Elizabethville PA 17023 Petitioner: 2. Date of Adjudication of Incapacity: July 7, 2006 Date of Appointment as Guardian: October 9.2007 Attach copy(ies) of Decree(s). * Attachment "A" 3. A. Explain the reason for filing this Account (if incapacitated person has died, state date of death, name and address of personal representative and of his or her counsel and attach a Short Certificate if available. If incapacitated person has been adjudged to have regained capacity, state date of Decree. If Account is filed for any other reason, state address of incapacitated person): Date of Death - January 23, 2010 Personal Representative listed on the Last Will and Testament is: Sandra Nye 1971 Prospector Drive Leadville, CO 80461 A list of closest living relatives as known by the Guardian James Taylor, Son 532 Bedford Court Mechanicsburg, PA 17050 B. Have prior accountings been filed? .................................................................. ®I'es ^No Accounting periods October 10, 2007 -October 31, 2008 November 1, 2008 -October 9, 2009 4. Describe in detail any questions requiring adjudication and state the position of the Petitioner(s) as to each question: H~~rm oc-os ,-~,-. gyn. ~ 3.oc Page 2 of 6 Estate Virginia M Taylor An Incapacitated Person 5. Written Notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has been or will be given to all parties in interest listed in item 6 below. In addition, notice of any questions requiring adjudication as discussed in item 4 above has been or will be given to all persons affected thereby. A. If Notice has been given, attach a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice. B. If Notice is yet to be given, a copy of the Notice as well as a list of the names and addresses of the parties receiving such Notice shall be submitted at the Audit together with a statement executed by a Petitioner or counsel certifying that such Notice has been given. C. If any such party in interest is not sui juris (e.g., minors or incapacitated persons), Notice of the Audit has been or will be given to the appropriate representative on such party's behalf as required by Pa. O.C. Rule 5.2. List all parties of whom Petitioner has notice or knowledge, having or claiming any interest in the estate, including the incapacitated person's heirs at law. This list shall: A. State each party's relationship to the incapacitated person and the nature of each party's interest(s): Name and Address of Each Party in /merest Rohd.,.,~h;n .,».1 r',,.,,,..~.,,~ :r -- ~ruerest Sandra Nye Executrix and Sole Heir $ Estate 1971 Prospector Drive Leadville, CO 80461 James Taylor Son $ Heir at law 532 Bedford Court Only Child Mechanicsburg, P~ 17050 b Form OC-03 rev. 10. 13.06 Page 3 of 6 B. Identify each party who is not sui juris (e.g., minors or incapacitated persons). For each such party, give date of birth, the name of each Guardian and how each Guardian was appointed. If no Guardian has been appointed, identify the next of kin of such party, giving the name, address and relationship of each. 7. Is the Court being asked to direct the filing of a Schedule of Distribution? ............................................................................... ®I'es ^No Form OC-03 reu. 10.13.06 Page 4 of 6 Estate Virginia M Taylor An Incapacitated Person Wherefore, your Petitioner asks that distribution be awarded to the parties entitled and suggests that the distributive shares of income and principal (residuary shares being stated in proportions, not amounts) areas follows: A. Income: Pnrfroizr/ DirlriGulre(i) Amnurrt/Pnrfiatia~ Estate of Virginia M Taylor 100% B. Principal: Pm/rair!l DiclriGulce(tJ Estate of Virginia M Taylor Submitted By: Amount/Prvpariinrr 100% Keystone Guardianship Services Z ame of Petitioner: Constance E. Stoneroad Name of Petitioner: Form OC-03 rev. 10.13.06 Page 5 of 6 Estate Virgi_nsa M Taylor An Incapacitated Person Verification of Petitioner (Verification must be by at least one petitioner) The undersigned hereby verifies that she, Constance E. Stoneroad, is the President of the above- named Keystone Guardianship Services, NPC. and that the facts set forth in the foregoing Petition for Adjudication /Statement of Proposed Distribution which axe within the personal knowledge of the Petitioner are true, and as to facts based on the information of others, the Petitioner, after diligent inquiry, believes them to be true; and that any false statements herein are made subject to the penalties of 18 Pa. C.S. ~ 4904 (relating to unsworn falsification to authorities). Keystone Guardianship Services ~- Constance E. Stoneroad, President Certification of Counsel The undersigned counsel hereby certifies that the foregoing Petition for Adjudication / Statement of Proposed Distribution is a true and accurate reproduction of the form Petition authorized by the Supreme Court, and that no changes to the form have been made beyond the responses herein. Signature of Counsel for Petitioner Fnrm OC-03 rev. 10.13.0( Page 6 of 6 IN RE: : IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA VIRGINIA M. TAYLOR, :ORPHANS' COURT DIVISION An Alleged Incapacitated , Person : 21-06-0345 CERTIFICATION OF NOTICE I, Constance E. Stoneroad, President of Keystone Guardianship Services, Court Appointed Guardian of the Estate of Virginia M. Taylor do hereby certify that on January 28, 2010, I caused notice of the filing of the First and Final Account to be served on the parties in interest, as identified in the Proposed Distribution, by certified mail, return receipt requested, and that the requirements of Cumberland County Orphans' Court Rule 6.3.1.(a)(b) have been met. January 28, 2010 LG~--~ Constance E. Stoneroad Keystone Guardianship Services P O Box 804 - 115 W. Broad Street Elizabethville, PA 17023 717-674-5757 IN RE: : IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA VIRGINIA M. TAYLOR, :ORPHANS' COURT DIVISION An Alleged Incapacitated , Person : 21-06-0345 CERTIFICATE OF SERVICE I, Constance E. Stoneroad, President of Keystone Guardianship Services, Court Appointed Guardian of the Estate of Virginia M. Taylor, do hereby certify that on January 28, 2010, I caused notice of the filing of the Guardian's Account of the Court Appointed Guardianship of the Estate for Virginia M. Taylor to be served on the parties in interest, as follows: U.S. FIRST CERTIFIED MAIL RETURN RECEIPT REQUESTED Name and Addre.c.c of Fnch Pnrn, in I„mroo~ D,.1...: ,..... L: -- - - - - - .,,,, u.~« ~~..~..~rR~, ~ an /merest Sandra Nye Executrix and Sole Heir $ Estate 1977 Prospector Drive Leadvi(le, CO 80461 James Taylor Son $ 532 Bedford Court Only Child and heir at law Mechanicsburg, PA 17050 Date: ! a~~ /O ~ ~ LGL~ ~!,`~/ Constance E. Stoneroad Keystone Guardianship Services P O Box 804 - 115 W. Broad Street Elizabethville, PA 17023 717-674-5757 Keystone Guardianship services PO Box 804 Elizabethville Pa t7o23 717-674-5757 * Fax:7t7-48o-4161 CERTIFIED MAIL RETURN RECEIPT REQUESTED January 28, 2010 James Taylor 532 Bedford Court Mechanicsburg, PA 17050 In re: Virginia M. Taylor To Whom It May Concern: CONSTr1NCE STONEROAD connie@ keystoneguardianship.com MICHELLE DREIBELBIS shelley@ keystoneSuardianship.com MELANIE PETERS melanie@ keystoneguardianship.com Please be advised that Keystone Guardianship Services, Guardian of the Estate of Virginia M. Taylor, by Orders of the Court dated October 9, 2007, will file the First and Final Account of the administration of the said guardianship in the office of the Register of Wills of Dauphin County, Pennsylvania on January 28, 2010. The account will be called for audit, on March 2, 2010 at 9:30 a.m. in the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. The last day to file objections to the accounting is March 2, 2010. A copy of the accounting is enclosed for your review. This notice is sent to you as an interested party, in accordance with the Rules of Court. At the audit, the Court will be advised that said interests are recognized by the Guardian and that the award should be entered accordingly. You are not required to appear at the audit. However, if you do not appear in person or by counsel, the Court will assume that you agree with the accounting and the distribution proposed by the Guardian of the Estate. Sincerely, Constance E. Stoneroad Enclosure Keystone Guardianship Services PO Box 804 Elizabethville Pa 17023 717-674-5757 * Fax:717-480-4161 CERTIFIED MAIL RETURN RECEIPT REQUESTED January 28, 2010 Sandra Nye 1971 Prospector Drive Leadville, CO 80461 In re: Virginia M. Taylor To Whom It May Concern: CONSTANCE STONEROAD connie@ keystoneguardianship.com MICHELLE DREIBELBIS shelley@ keystoneguardianship.com MELANIE PETERS melanie@ keystoneguardianship.com Please be advised that Keystone Guardianship Services, Guardian of the Estate of Virginia M. Taylor, by Orders of the Court dated October 9, 2007, will file the First and Final Account of the administration of the said guardianship in the office of the Register of Wills of Dauphin County, Pennsylvania on January 28, 2010. The account will be called for audit, on March 2, 2010 at 9:30 a.m. in the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. The last day to file objections to the accounting is March 2, 2010. A copy of the accounting is enclosed for your review. This notice is sent to you as an interested party, in accordance with the Rules of Court. At the audit, the Court will be advised that said interests are recognized by the Guardian and that the award should be entered accordingly. You are not required to appear at the audit. However, if you do not appear in person or by counsel, the Court will assume that you agree with the accounting and the distribution proposed by the Guardian of the Estate. Sincerely, G~'7GQ.~~~ ~i~~ ~ Q Constance E. Stoneroad Enclosure IN RE: : IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA VIRGINIA M. TAYLOR,AN ALLEGED :ORPHANS' COURT DIVISION An Alleged Incapacitated Person : 21-06-0345 SCHEDULE OF PROPOSED DISTRIBUTION Estate of Virginia M. Taylor, deceased 100% of Income and Principal Sandra Nye, Executrix and Sole Heir of the Guardianship of Estate 1971 Prospector Drive Leadville, CO 80461 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY NINTH JUDICIAL DISTRICT OF PENNSYLVANIA ORPHANS'S COURT DIVISION In Re: Howard J. Taylor An alleged incapacitated person No.: 21-06-0436 In Re: Virginia M. Taylor An alleged incapacitated person No. 21-06-0435 IN RE: APPOINTMENT OF GUARDIANS ORDER OF COURT AND NOW, this 9th day of October, 2007, upon consideration of the Petition to Withdraw as Guardian and for Substitution of Guardian, and upon Howard J. Taylor's and Virginia M. Taylor's response thereto, and after conference with counsel, the Taylors' having agreed to the withdrawal of the Guardian and Substitution of New Guardian, IT IS HEREBY ORDERED AND DIRECTED that Cheryl E. Watson is discharged as plenary guardian and Sandra Nye as alternate plenary guardian of the person and estate of both Virginia M. Taylor and Howard J. Taylor. Cheryl E. Watson shall file an accounting of her guardianship on or before October 31, 2007. IT IS FURTHER ORDERED AND DIRECTED that Keystone Guardianship Services shall be appointed as guardian of the person and estate of Virginia M. Taylor and Howard J. Taylor. Keystone Guardianship Services shall hereafter comply with the reporting requirement of 20 Pa.C.S. §5521(c), a copy of which is attached. By the Court, ~ TRUE COPY I=RON RECORD; .:. In Testimony wherof, 1 hereunto set my hand and the seal of said Court at Carlisle,. PA _' ~. of Orphans ~TTMC HM ENT "A" Cumae~land Cou IN RE: : IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA VIRGINIA M. TAYLOR, :ORPHANS' COURT DIVISION An Alleged Incapacitated . Person : 21-06-0345 ORDER AND NOW, , 2009, notice as set forth in Certification, having been given of the filing of the First and Final Account in the above-captioned matter, and of the call thereof for audit, and no objections having been file, the account is hereby confirmed and distribution decreed in accordance with the proposed Schedule of Distribution. This is a nisi order which shall become absolute as of course unless written exceptions are filed within ten (10) days after the date of the filing thereof. FOR THE COURT, BY: Distribution: J Rebecca J. Margerum, Esquire 4054 Route 225 Elizabethville, PA 17023 Constance E. Stoneroad Keystone Guardianship Services P O Box 804 - 115 W. Broad Street Elizabethville, PA 17023 IN RE: : IN THE COURT OF COMMON PLEAS OF :CUMBERLAND COUNTY, PENNSYLVANIA VIRGINIA M. TAYLOR,AN ALLEGED :ORPHANS' COURT DIVISION An Alleged Incapacitated . Petson : 21-06-0345 SCHEDULE OF PROPOSED DISTRIBUTION Estate of Virginia M. Taylor, deceased 100% of Income and Principal Sandra Nye, Executrix and Sole Heir of the Guardianship of Estate 1971 Prospector Drive Leadville, CO 80461