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HomeMy WebLinkAbout03-18-10 ° r~ -~O ~ _-~~ `c_~ - ,,"i - __ , ' __r_, ~ _. _. , - `,' _.,.? _,. ,. _~:; ~~ ,~ L i ~,f Rebecca J. Margerum, Esquire 4054 Route 225 Elizabethville, PA 17023 717-649-6713 ID# 76307 THE MATTER OF THE APPOINTMENT OF A GUARDIAN FOR SVEN O. JENSEN, AN ALLEGED INCAPACITATED INDIVIDUAL IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS COURT DIVISION NO. 21-09-0807 EXPLANATION OF RATE FOR GUARIANSHIP SERVICES TO THE HONORABLE JUDGE EBERT: ~~I AND NOW, this /~ ~ day of /~/Qr~ 2010, comes the Plenary Permanent Guardian of the Estate, Keystone Guardianship Services, of the above-captioned alleged incapacitated individual, and respectfully submits the explanation as requested by Order of Court dated March 3, 2010, to the Honorable Judge Ebert. In support thereof, said Guardian aver as follows: -1- Tr_e following is an explanation cf the estimated mc~st~ly disbursements regarding care of Sven 0. Jense~-~ -fisted ~=.= Keystone Guar~ianship Services at estimated at $1,000.~~~): a, Key°tone Guardianship Services Fee Schedu~F~ cf Ju- 200`.- - June 2010 is used for the determination of feee and costs (see Fee Schedule attached as Exhibit "1")• b. Keystone Guardianship Services documents ?,, y, services, vis _ts etc provided for each ward. wi`-r-r off.lcF=. memorandums. These memorandums are the so~~rce ~'~ inf ~rmation used to prepare the monthly ~-;:T.Toi;;es fcr the Ward (see copies of the Memorandums f~~~ S'~en ~~'° Jensen for the months of October, November, ~ecembe~~~, January and February attached as Exhibit "2"}• Key.stone Guardianship Services prepares a mont~A~-y in-~cice listing total fees and costs b~~~ed 'c=~ -t~e men<<orandum for each wa.r.d. These monthly i_~voices are Yh.~ supporting documents used to wr_te t:ze c}~eck f:r pa7ment to Keystone for services and cost.: (see ~=oplf=s r November, Decerr.ber , January ,,= Invoices for October, a,:~ February attached as Exhibit "3"). d. K~ ystone Guardianship Services maintains =~r account.--z~u irdger for each. wardo there is a spe_=i_fic accos.r~t ±,.r Keystone's fees (see Account 5850 - Keystone Services Fees/Seen Jensen attached as Exhibit "4"). ,~~,sts ~ ser a, 'I":sere is a specific account for Keystone` := F. ;count 5845 - Keystone Services Cost, ~ Sven ~-'P'~'~ ~'` attached as Exhibit "5"). 2 . It r,as been Keystone Guardianship Services' e'<s~~erien::e tr~.a after the Wards real estate is sold and settled. t_.r-~ Guardian's monthly fees and costs decrease s ig:,~-:-~ ic;ant 1~ . -2- WHEREFORE, the aforementioned Guardian respectfuly sabr.it.s tr~E Gbove information to the Honorable Judge Ebert ana ~~il.L prc v-: ~e any ad~~tional information to clarify the reai~est for an es~ irr,~ted futu e fee for Guardianship services. Da ~ e _~,~~~~---~~. ~O l D -- Respectfully Submitted: 7 r ,'- Rebecca J. Margerum, ~',sq.~ re 4054 Route 225 Elizabethville, PA 1702] 717-649-6713 ID# 76307 -3- THE MATTER OF THE APPOINTMENT CF A GUARDIAN FOR SVEN O. JENSEN, AN ALLEGED INCAPACITATED INDIVIDUAL IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION NO. 21-09-0807 VERIFICATION I verify that the averments in this Petitic;n `o _nva'se 'r,r,cipa',_ ?::sets are true and correct. I understar `,hay ~al.~e ;tu~.eme~ts ~ erein are made subject to the penalt~~=~s of i8 P~ `, ;,, 4904, relating to unsworn falsification to aut'r~,~.~,-ties. KEYSTONE GUARD~IANSHIF ,~~-RJ~~CES ------ ~ Constance E. Stoneroac Keystone Guardianship Services P 0 Box 804 E,~izabethville, PA -i_~02 KEYSTOI~IE GUARD1A1~iSHiP SERVICES Fee Schedule July 2009-June 2010 GUARD1Al~iSHIP 700.00 P.npc~intment l-~~e (one tinge fee) 7 x.00 H~~urly Fee ?00.00 ~'4i!~imum ti~1c,~thly Maintenance Fee 100.00 S~~i,~plemenral `security Income Recipients Fec ~ ;~,sts as incurr~~l (Mileage, postage, telephone calls, etc.) POWER OF ATTORI~IEY ~; 700.00 ~~~~poinnl~.crv_ Fec (one time fee) 7 ~ .00 1';r>urly Fcc 00.00 ~ ~c~nthly ~1ai ~: itetZ~tnce Fee :00.00 ~~_ipplementa~ Security Income Recipients Fee ~ :osts as inch rred (Mileage, postage, telephone calls, etc.) AGEt~IT FOR ABSE1~iTEE FAM1L~ ~; ?00.0(` `yet lip Fee (~ one time fee) 100.00 Vlontllly M~~ ntenance Fee L;osrs ~as in~~rn-red (Mileage, postage, telephone calls, etc.) I~~OTE: ~ I~ ~urly fees assessed for excessive time ;pent on acwunt, this ~~~il~ be <~;tal~lisl~e~t ~~n~~ ~m~~crst~,xl prior to enterin;; into the ser~~ice EXHIBIT "1 " MEMORANDUMS FOR SVEN O. JENSEN October 2009 November 2009 December 2009 January 2010 February 2010 EXH t B IT "2" e traveled to his home in New Cumberland. We search TefO tration wh~h was 1 t d ind w we also looked inside the vehicle and did find the current g on Sven's name. Form mail received from the Allstate insurers it appears the Van and the house is insure . We did not find any thing else to indicate there are any investments other than the Sovereign account. CES/MLD io/8/o9 Time:.25 Pre ared an email and sent same to Karen Sherrill of tSheDCCA&CS for additional P information regarding Sven, his wife and his a air io/i9/o9 Time: 5.70 Fax: 15 Postage: $3.08 ked on setting up HNB checking and savings and Sovereign Bank files and posted all Wor entries since 9/29/09• Set up all other files for information passed onto us regarding Mr. Jensen. TCT Allstate agent Jannene Miller (766-0951) and advised her of mailing address change and did confirm that both auto and home owners por current MLPem. She will fax me most current bills so that we can make sure things a T Penns lvania American Water Company and was givaddress and then fax d 45 pages. TC Y to fax guardianship papers to so they can update mai ing I ands oke with customer service and changed billing address to here and verified TCT UG P that the $58.71 is the current balance due. TCT Hi hmark Blue Shield and spoke with customelled on e t1/ 2009 e She said any g the polic was cance 7/ advised me that she is showing y a and she gave me a phone address change would have to go thaouAgdmhri trato~yand 6 0 537-1346 as Billing. number on record of 717-238-6715 n called Pennsylvania Bar Association and spoke witha eruretiremelntc Idid alsoaverify I the insurance was cancelled er ~ t cement benefits av ]able for him. MLP that there are not any oth Pre ared and mailed checks to: UGI, Office of the Sheriff, Mary Sultzaberger, John Hume P MD, Duty's Lock, Butler Medical, Allstate and Allstate. ML OCTOBER Com leted York Hospital form with insurance information and sent back to them. MLP P io/2o/09 Time: 2.0 Mileage: 43 miles Traveled to Carlisle to meet Sven. He looked well groomed and was very pleasant. His lothin was clean. He carried with him a card that wa d on the envelope of the same he c g the Bar Association. He seemed to treasure the car an had attached notes and kept referring back to BarbarS er to her eferenced her number er we asked him a question that he did not know the an and told us to call her. He did indicate that he would like a picture of her and we offered to take a picture of him to give to her, but he declined. We did meet with the nurse who was at the hearing am s when he camein. s to have acclimated quite well and his health issues are the s We then met with the administrator of the nursing h am ties t at he could engage m atsa o have adapted and that they were trying to find some higher functioning level than most of their residents are. es of activities should be some type of project that he can We were told that any typ complete rather than something that he would become frustrated over. CE io/ZZ/o9 Time:.70 Copies: 1 Worked on real estate sheet. TCT Scott Archibald,l/m 4 c/b. Emailed Scott regarding having an appraisal done. TCF Scott letting me know that he can meet Connie tomorrow for the appraisal of the home. SLD Completed UGI change of address form and mailed back. MLP io/23/09 Time: 4.0 Mileage: 3o miles Traveled to meet Sandy at Sven's home and gave Sandy a key for the property. CES OCTOBER io/26/09 Time: i.o Mileage: 34 miles Traveled to Svens house to give Sandy another key to the house. SLD io/28/09 Time:.50 TCF Sandra Young and she did advise me that he ck next week to fin shemo B g out what Fowler (wife of Sven Jensen) would be coming ba belon ings they will be taking of Barbara's. Sandra wiIl bhe must fin h go ng throw gh t e g will be there Thursday and Friday. Sandra told me t clothin , in order to pick some things to take to Barbara for the funeral for Barba a Fowler. g some of the dresses in case she needs them in the tore There is still one more drawer to go through in the metal a le fabric boxes pilledu pan sed me that she has gone through 3 of the 4 drawers. There Barbara's bedroom and she does want to go through those to see if they want to take. She told me that Sven's accordion is in Barbara's room heck to see f hatwould be also amplifiers to go along e to he faC lity hat I wanted to something good for S Sandra suggested again about seeing that his children eac ossibilie of placing onea made ships that Sven has and also wondered if there was the a P ro riate to see if the PA Bar room and if there are any or dis rla thereg if She also said that Sven likes to brag and talk Association receives one f p y about the things he has accomplished and perhap which he worked so d ligently on for the paintings of the Bar Association and the Mansion Bar Association. She talked about all the pictures that they found of Sobabl would be appropriate tot keo the US and she framtes and just ship the pict res. pr y them out of the e talked about the phone service and asked if it was ter hat was of done and that Sandy Sh g arentl t said that Priscill sk Prisc lla not to do that unti after next Friday. said she would a I did ask her for the neighbor's phone number and rm tion available to her egarding the keeping an eye on the hoe ted in purchas ng the house. CES person that maybe in OCTOBER ;~~~ ~ . io/z9/o9 Time:.20 Postage: $.88 Prepared and mailed check to Heartland and Wellspan Medical. MLP OCTOBER io/2/o9 2 hours Mileage: 25 miles Shelley and Connie traveled to 3i~ Carol Street New Cumberland, PA, home of Sven Jensen to search the residence with representatives of the Cumberland County Office of Aging and Community Services, Karen and Pricilla. We removed several items which we believed to be of high risk for stealing from the residence. See pictures of same held in file, guns, swords, knives etc. We also removed a tin of change. Also received box of papers to try to locate assets and bills that need to be inventoried and or paid. All individuals present searched through drawers, piles of papers and miscellaneous closets and cabinets to locate items of value. Received key for the front door of the house and key to the Van parked in front of the house. We were advised by Karen that she had the locks changed, the police notified and the humane society regarding the cat. io/6/o9 Time: 2.0 Review papers and documents organizing information to set up the Intake form for Sven. CES Took pictures of guns and swords, etc that were removed from the house on io/2/o9 and placed the same in storage. CES io/~/o9 Time: x.75 Mileage: 22 Miles We stopped at HNB to sign the proper documents to open a checking and savings account for Sven. Also gave the tin of change to be deposited to the checking account. We traveled to Social Security Office to become the Representative Payee for his Social Security Benefits. We went to Sovereign Bank on 28th Street to present our Court Order and Documentation to be listed on his accounts held with them and to close the accounts held there to transfer the funds to Halifax National Bank. OCTOBER ii/2/o9 Time: i.o Mileage: 34 miles Prior to arriving at Manor Care I had a discussion with Priscilla in which she advised me that Manor Care told her that she should consider moving Sven. Priscilla said this probable came about because he spun his roommate around in his wheel chair and pushed out of the room. Sven did not hurt him but just his actions were not appropriate and the facility feel that they can not provide a type of atmosphere and engaging activities to meet Sven's needs. Traveled to Manor Care in Carlisle to visit with Sven. He was well dressed and groomed. He was very friendly and open to discussion, however, he immediately asked if I talked to Barbara and when I told him I did not he went to the nurses station reached around the corner and retrieved the telephone and dialed Barbara's phone number. He said nothing happened and he didn't know why the call went blank. I asked Sven if he wanted his accordion with him; he replied that might be nice. When asked if he needed any thing he said no and that he is only staying here briefly until he and Barbara can get to their house together. We talked again of his 25 years at the Bar Association and how he hated to retire. Seven asked me if I talked to Barbara's sister. I waited to see if he stated her name then I acted like I was trying to recall the name and said is it Sonya he replied no, but could not come to the name of Sandra. When I stated Sandy he said yes that is it. I did tell him I did talk with Sandy and am trying to work out some matters she is dealing with for Barbara. CES u/3/o9 Time: i.o Reviewed the information regarding the Annuity through Sovereign Bank and emailed Karen Sheriff to see if she could shed some light on the matter. Also review with Becky Margerum and she took the information to review with Kevin Laudenslager to see if he could tell her a little more of the details. CES ii/o5/o9 Time: 2.20 Mileage: io miles Copies: i Postage: $.88 NOVEMBER Traveled to Sven's house and Sandra and her husband were there. They loaded up one of the travel crates and she said that they will be leaving because they accomplished the packing faster than she had thought. She showed me where she put some of the things that she thought should be given to Sven or his family and gave me some names and addresses she thought maybe helpful for me in contacting his family. We did discuss the income tax return and I told her that I would take care of filing that jointly, but would need Barbara's information to do that. We also discussed the money and when Sven's money would be used to pay for her care. She said her attorney said that there is no point at which it has to be done. I told her that we are both in decisions in that she is Barbara's advocate and I am Sven's advocate and we both have families that we need to consider, and that was the end of that discussion. CES Prepared and deposited check from Comcast. Balanced HNB checking and savings accounts. Posted D/D of Social Security check. Prepared and mailed checks to: UGI and New Cumberland Borough Prepared and mailed change of address letter for New Cumberland Borough. MLP it/o5/09 Time:.25 TCF Mary Hogan 3i9 Carol street, neighbor Sandy told her she could have Barbara's books that were left in the house. Mary did not want them but the friend down the street that was bring and taking back book to the library for Barbara during her time at home would like to have them to give to the library. A friend of Mary's son is interest in purchasing the house; I told her he could offer a bid but we will not disclose the appraisal and that generally we sell with broker or public sale. In this case the amount of "stuff' left in the house will determine if a public sale is a possibility She gave a general update as to her knowledge of Sven & Barbara as she saw it over the years. She mentioned the dog Odgen's death, retiring and Barbara's declining health; how he went from being "normal" to the drastic decline from April to July. CES ii/6/o9 Time:.50 Connie, Shelley and Melanie reviewed status and scheduled needs to be completed for client. Email to Karen regarding contact info for Sven's children SLD NOVEMBER y - t ~ +4 ~ k t 11/11/09 Time:.50 TCF Pat Hartman from Country Meadows on Trindle Road stating that Priscilla has inquired of a place for Sven and they ha lon p d stan e~hairvcuts and personal needs a~e the phone is $25.0o unlimited local and g private pay. TCF Pat Hartman needing Svens name and a few particulars regarding him TCF Pat Hartman advising me she will be assessing and me. CES2tn but she is not sure of the time of the move, but she would advise Priscilla 11/ 12/ 09 Time: l.o Postage: $6.32 Attorney Margerum prepared letter and mailed sam Sven e MLP Mail to Joseph Merrullo at Sovereign Bank regarding investment account for Prepared letter to Cumberland County Sheriffs Offica a nd se MLPck the check that they returned to us with a copy of the invoice that rt p yl g TCF Pat Hartman of Country Meadows advising me that they have assessed Sven and they are waiting for one full week to see how he does on twhill reassess him and will cont ct usen working with Corrin Welsh at Manor Care and Pat again on Monday November the 16th and advise to see if there is a decrease in the aggressiveness on Sven s part. Pat did say that she does feel he is a very nice man ando a fa~ ihisthat will allow him toed and the reason why it maybe important to move him tY participate with other people at his level. CES 11/13/09 Time:.50 TCMF Karen Sherrif advising me that Sven's 2nd wife Helen would like a call from us. Her number is 508-394-1789• TCT Helen. She advised me that her, Barb and S sn't care about the things in t e house conversation with Barbara stating that Sandy doe she just wants to be nosey. She advised me thncerned with the itemts t at belong to1Svena I has spoken with Barbara. She seems to be co assured her that Svens things are being sent to his c ara named Sandy POA and that sheob of going through t that she wou d do a good job with her affairs. must have trusted NOVEMBER 4 Per Connie I asked her about the website wit Sven's ships on. She told me she doesn't have the ships just pictures of them and that she would remove the prices from the website. SLD 11~1']~09 Time: 1.0 TCF Sandy Young and she wanted to go over the following. When packing up the things, the file cabinet was sent to Lexy and Sandy forgot to pull out the information that was relevant to Sven. She asked Lexy to send all of that to Priscilla. Next, she wanted to make sure that the phone was cut off. We discussed the PPL and I told her that we would take care of changing that bill to come to us so that we can pay that. The number on the account is 20040-~~009 in the name of Barbara Fowler. She said that she would like for us to keep that light blue comforter that is on Barbara's bed upstairs and I would see that it gets washed and give it to Priscilla to take to Barbara. Sandy also asked if we would retrieve the scarves that were on a hook by the downstairs bedroom closet to be taken to Barbara. I told her that Mary next door offered Barbara's books to her and that Mary didn't want them, but when she discussed it with the woman that was bringing and taking books she would be interested in taking them to the library. Sandy would like the wicker sewing basket, she did not ask us to retrieve but I would like to that. Sandy said she does have the deed that was dated 1984 to the house. I told her that we could get a copy of the deed. She asked about the home owners and I told her we already took care of making sure it was paid. She did find a survey of the lot which was done by Rathensburger Surveyors and I did ask her to send that to us so we have that when we are ready to sell the property. We discussed the taxes and we both believe both personal and real estate taxes are paid and up-to-date. I did tell Sandy that she should keep all the 2009 tax information which she will be receiving for Barbara and send it to us at one time rather than be piece mail. I told her to NOVEMBER ~ ~~ k"~ i keep her eye out for the form from the nursing home as to how much is allowable as a deduction for tax purposes. CES TCF via message from Pat Hartman from Country Meadows on Trindle Road. She advised me that they cannot accept Sven as a resident there because his condition is beyond their scope of care. She said with the high dosage of Seraquil that he needs to take to control his abusive behavior from the alcoholism he does not fall under their guidelines for care. Pat said that she also made a call to Priscilla and Country Manor advising them of the same. CES 11/18/09 Time:.25 Fax: lrj pages Prepared and sent fax to PPL to change billing address to Sven and to this address. MLP 11/19/09 Time:.25 Sent an e-mail to Jackson Customer Service to update the guardianship in their system. MLP 11/20/09 Time:.50 Fax: 15 pages RRO email from Jackson Customer Service advising that the order and all requests should be mailed faxed to 517-'706-5519. Prepared the same and faxed today. MLP 11/z3/o9 Time: 1.35 Review of account with Connie. MLP Rev Real Estate TCT Robin at Tax office open Tues and Wed SLD NOVEMBER ii/24/o9 Time: 3.0 Copies: 6 copies Entered all information in computer system to be able to do Inventory Report for the Court. Prepared Inventory Report for the court. MLP 11/X5/09 Time: l.o Postage: $2.20 Prepared and mailed checks to: P. Scott Archibald, Heartland Pharmacy, Darryl Guistwite, DO, Wellspan and York Hospital. MLP 11/go/o9 Time:.25 TCT Pricilla at Office of Aging regarding snow removal for Sven. She did advise me that they are currently to the lawn work and she will look into the snow removal. She said if not maybe we could ask the neighbors or a neighborhood kid. She did advise me that they are looking into Arden Courts for Sven. SLD 11/30/09 Time: 1 hour Review Letter from LPL Financial in detail prepared questions regarding the Annuity to discuss with Holly Freundel or Jeffrey Howe also started entry of information to be filed with the Court regarding the Guardianship 11/30/09 Time:.50 Monthly fee for updating and maintaining all aspects of client's correspondence, files, and computer records. NOVEMBER .~ iz/1/o9 Time: 2.0 TCT West Shore Tax office - 774-7242• Robin advised me that the only taxes Sven owed were his School Capita for ii.oo and his c k and forwarded t em yeste day h She gave me receiving them soon that she got them bac o i ext.6366 to find out if his the number for Cumberland County tax office of i/888/697/ 37 2008 taxes were paid. TCT Cumberland County, I was advised that he did not have any taxes owed. SLD TCT Sovereign 2X's to try to locate Holly Freundel left a message for Holly to return my telephone call Email to Sandy Young see in emails under this date: TCT Sandy Young to discuss the two emails sent Barbara rune ng outtof money in Marochal property and future issues with the possibility of I had to explain how different it is to be a Guardian al andthe accountsOand the checks and need to Petition the court in order to expend prin p balances that the Court has on a Guardian and and account g of the incoom anOA. That is why the Judge will need to see her inventory disbursements from Barbara's money before allowing me to pay for Barbara's care. We also discussed Sven and that he told Barbara that he will not be calling her anymore that he is moving. Sandy said that Priscilla said they are waiting to have some one evaluate Sven from Arden Courts. We again discussed the things that Barba B rbara had a keyboa d and she had a note that missed by Sandy and Barbara s children Sven took it but no one knows if he destroye board and let her kn w f I findite in the house. I told Sandy I would look for the Key Sandy and I decided that I should do the following i, contact Rich Murry to give me his opinion on the sale of the real estate and the personal property. 2. contact John Hogan to see what he can propose to do in selling the real estate and 3. contact a second real estate agent to see what that agent might purpose asking the commissions and f r the housee real estate does not sell what they think they can get how long they think it might take to move the real estate DECEMBER ~+ ~r4 ~-, * ~ ~, ~ ~ R r ~,. ~ ~,.. ~. what are the lengths of time will they list we absolutely want to sell AS IS no exceptions CES 12/2/09 Time: 1.0 TCF Tina Arden Courts regarding Sven moving there. Meeting on Friday 9AM at Arden Courts with Priscilla present. I need to take check entrance fee of $3,00o and close to $5,00o for the rest of the month. Discussethe boatL na but they lwill considertmoving him room. Tina said they don t have a room in g if one becomes available. There is a Pture.CES that someone in that wing might be moving to a skilled care facility m the near fu Email & Telephone call to Rich Murry I need his help in establishing 1. Possible sale of real estate and personal property, value mi ht be. some costs and opinion on what the real & personal property g 2. Advised him that I am working with a POA of the wife of Sven and that we must agree on the way we sell g. Also advised that I will be talking with a realtor. CES 1z/3/o9 Time: 2.25 Fax: 4 Pages TCF Beverly at Arden Courts to advise me what she will need for Sven to come to Arden Court. We discussed Sven in general and I advised her that he has an according and said he would like to have it at the home. I generally advised her what we show as his investments and that I am working on selling the real estate. CES TCT Holly at Sovereign Bank regarding the annuity. She said that she did not know if withdraws were set because of his age and the minimum requirement. She said he can w/d to annually, plus the min requirementitheor ~ ~ of f he has tol pay for h s wife is he could assisted living and if the skilled was on y w/d on that. She gave me Jeff Howe's cell phone number 319-9701• TCT Jeff Howe left a message for him to return my call. CES Balanced HNB checking account. TCT and TCF HCR Manor Care regarding receiving a notice about a past due balance, but we have never received any bills or st mailedts. She will fax me copies of all the statements, including the one that was dust being Received 4 page fax of statements. DECEMBER x, ~ ~. Transferred money from savings to checking. Printed balance sheet for Connie to take to meeting at Arden Courts. MLP 12/4/09 Time: 4.25 Mileage: 25 miles Fax: 16 pages Review of account with Connie, Shelley and Melanie to determine outstanding issues and schedule what needs to be completed. riate documents and give the financial Traveled to Arden Courts to sign the approp information to Beverly and Tina regarding Sven's transfer to Arden Courts. Priscilla Whitman from Cumberland County Office of Aging, who is the guardian of the person of Sven was present and signed the documents that she needed to sign. Traveled to his home to meet Richard Murry, auctiof the tOO evrty and real estatee personal property and the possibility of having a public sale P P We also gathered some personal items which we will believe will be appropriate to take to Sven at Arden Courts. CES TCT PA Water. They claim they never received the guardianship papers that I sent before. I re-faxed the 16 pages today. TCT Verizon and cancelled the service at 31'7 Caro121rgei ti ffective today. They will send a final bill or refund. The confirmation # is PAooo4 3 TCT Sarah at HCR Manor Care and advis ved the earl c art of Decembers weowi 1 need to t due through November. Since he was mo Y P then have a revised bill for Decemember. Prepared and mailed check to MCHS Carlisle, UGI, Heartland Pharmacy and York Hospital. MLP 12/8/09 Time: 1.25 Mileage: 21 miles Traveled to visit with Sven at Arden Courts.k o his hal way and we went t his room g He down the wrong hallway. I guided him bac seemed very down and we sat out in ened soc uickly and he thinks he as now go g to have depressed. He said everything happ 4 DECEMBER .~ . . _.~ ~ .. ~ ,:.~ . 3 ~ to retire so he can take better care of Barbara. I did tell him where Barbara is located and Tina said the he would arrange on the telephone schedule, a time that he could be calling his wife. Tina gave me a flyer that she thought that we could assist him with that perhaps through that program have him transported to see Barbara. Tina did say that she talked to Priscilla, but Priscilla did not come the day he was moved and nor did she give them any indication as to what to do about moving the fur 1 thattwas Sven'smI told Tina that I would lookunto that perhaps there was a TV and a tab that and perhaps pick that up for Priscilla. She said that Priscilla said about ha ~ ngoB o Barba~a. e visit Sven, I am not sure if that is a possibility, or if she meant for Sven g Sven was well kept, he hugged me a few times telling me that I made his day coming to visit him. I reassured him that we are working on getting him his accordion and some of his ships and art work. Sven needs a winter coat. CES TCF from Mark Hogan of Remax (5'79-6900) asking about the listing of Sven's house. I did advise him that I would contact on the 9th, weather permitting, to meet him at the house in the mid-afternoon for him to discuss selling the property with me. CES 12/9/09 Time: 1.50 Postage:.44 Copies: 2 Prepared and mailed correspondence to Pricilla regarding Medicare Part D. Email to Pricilla regarding furnace TCT UGI regarding servicing the furnace - i-800-2~6-2722 TCT Matt Stoneroad regarding guns. Traveled to Matt's home to pick up the guns and knives he was storing for us. TCT Rich at Murry Auction to set up a meeting time for him to retrieve the guns and swords from me. 12/10/09 Time: 6.0 Mileage: 48 miles TCT Jeffrey Howe to discuss the an euim the time and plage t omeet with him. HCESll give me a call when he is the office to g Met with Jeffrey Howe at the 29th street office of Sovereign; we reviewed the details of the Annuity including the letter from LPL Financial. DECEMBER Traveled to Sven's home and met with the realtor to discuss the possibility if listing the real estate. I did again go through the house and retrieved some photographs, a picture album to drop off with Sven at Arden Courts. CES I traveled to Rich Murry, auctioneer to drop off the knives, a sword and some guns for Sven Jensen that he will have someone look over and will keep them in his safe. SLD TCF Robert, an attorney calling for Barry Simpson of the PA Bar Association. They are trying to talk to him to see if his needs are being met and if there was anything they could do for him. Barry Simpson is located at loo South Street, Harrisburg (238-6~i5). CES iz/i5/o9 Time: 1.2rj Mileage: i3 miles Traveled to Arden Court to take Sven the pictures that I brought from his home. I found him in the living area and when I went in the social room they had a man playing Christmas carols on the accordion, and I quickly had Sven walk with me out there and we stood and listened to the accordion player for about 5 minutes and then Sven turned and walked away and he asked me if I brought his accordion. I told him not yet and he asked if I would look for sheet music to bring along when I bought his accordion. I brought the pictures into him and of course he wanted to keep everyone of them and was very happy to see them. He especially took to the photo album and when I was leaving I convinced him to take it out to his new friend, Raymond and he took it out to the living room area and was going the show the pictures to Raymond. Ali said that she would take care of getting all his pictures on his wall. We put at least 8-io pictures on his shelf. Sven told me that the director of the PA Bar Association was in to see him; Ali thought he has just called him on the phone. Sven did tell me that he is considering moving back to Norway and I told him that we had communicated with his children and he was happy to hear that. Sven did ask me if he could go along back to the house to pick out the pieces of art that he wanted to keep and he reminded me that he is artistic and has an eye for the ones that he would want to keep. I told him that I would have to let him know about that. Ali asked if I thought it was okay to take him on outings since he is so high functioning and he has never approached one of the exit doors or tried t exit so she feels that it would not be a risk. She thought it would be beneficial to take him on an outing. I told her that she DECEMBER ". would have to contact the Office of Aging as they are the guardian of his person and we are guardian of his estate, so we cannot give that consent. Sven was very well kept and clean and had on a sweater that looked like it was from Norway. He had a can of cookies and he claims they were from his children. He said the very large clock was a gift from someone. His TV and his end table were brought to him. CES 12/16/09 Time: 1.0 TCT Pricilla at AAA regarding her email about UGI and arranging a visit with Barb and Sven. Prepared file and check for appointment tomorrow with UGI. SLD TCF Barry Simpson, Executive Director from the PA Bar, and returned his call that same day. We talked approximately a half hour. Barry's gave me his cell phone (97y-88io) and Ursela Marks, his assistant (238-6~i5, ext 2296). Barry did voice his concerns and care for Sven. He plans to visit, as well as some other members of the Bar, knowing that Sven is close to them geographically. He would like to set up a visiting schedule so that someone is going in on a regular basis. He asked about the accordion and I advised him of our plan. He asked about the ships and said that the Bar Association would like to display one of the ships that he made. He said that Sven never had much of a relationship with his children and that he really seemed to be devoted to his wife. We talked about Keystone and Cumberland County's Aging's plans to get them together some time after the holidays, on January the 8th. CES 12/17/09 Time: 3.0 Mileage: 4o miles Shelley and I traveled to New Cumberland to his residence to meet the UGI service representative to do a check up on the furnace. DECEMBER .. ~ # ~ ~ _ f ~ i s ~ '. ', ti We then went through a lot of the remaining items at the house and pulling out items that we thought Sven would like to have. We removed the accordion, a music stand and sheet music. We also pulled some more of the artwork and organized it in order to take. to Sven. We looked for any important documents that we could find. Traveled to Arden Courts and took him the accordion and accessories and visited with him for a while. Shelley measured in order to get some shelving to hold the ship that we want to bring for him. CES 12/21/09 Time: 3.50 Copies: 2'] copies TCF Officer Brian Nailor to report that the window of Mr. Jensen's Ford Windstar was smashed in last night and the neighbor called in to report it and said that they will put a piece of plastic over it to protect the car. Officer Nailor asked, on a personal note, if the house was b it for Connieeto all him back e He interested in it and gave his cell phone number of (574- 35 ) said if she was in the area tomorrow he would be available. MLP TCT and TCF Sandy Young regarding the sale of the real estate. We also talked about the water and Verizon bill. We discussed at great length both Barbara and Sven and the preparation to sell the real estate and what wasof both her and her husband and the timesthat she 'will belo u address and cell phone number of town over the holidays. Sandy is still looking for the keyboard and some canes in the house. She did give me her permission to have the person come in to take the books for the library. I worked on Sven's petition on the 19th and today and made all required copies. E-mailed the petition to Sandy and asked her to discuss by phone later this evening. CES 12/22/09 Time: 4.0 Mileage: 35 miles I worked on the Petition to Invade Principal and also finished the Inventory and Initial Report. Traveled to Carlisle to file the Inventory Report. DECEMBER I dropped off to the Cumberland County Office of Aging, the comforter that Sandra wanted for Barbara and some scarves. CES Traveled to his home and took pictures of the broken odO for the removal of j nk and e house to make sure everything is okay and gave inst personal papers. CES Shelley called me to ask me to get cable service for Sven. TCT Arden Court to obtain Sven's room number before calling Comcast. TCT Comcast and set up service. They will install on 12/24, between 8:3o and 10:30. The monthly charges will be $8.~o with a one time $32 set up charge. TCT Elaine at Arden Courts and advised her of date and time. MLP 12/24/09 Time: i.o Mileage: i3 miles Traveled to Sven's residence and gave him the post and a daul hterl so I minot ureid vas from his sister. h° dau rht r that sent the po tcard. g was his sister or g Sven was very confused saying that he is still employed by the PA Bar and that he needed to go there and get his money. He also talked about giving his children money and paying his bills. I repeatedly (at least times) told him that he had taken care of his investments and all is well and we are paying for him to stay at his apartment. He was very stuck on the Bar Association. Sven da the same sweateron that he had on the money he has and that everything is okay. He ha last 3 times that I was there, however he did appear to be clean, well kept, and there was no odor. He did hug me and tell me that I was glad I cam by and explained everything to him. CES 12/28/09 Time:.50 Postage: $•88 TCF Lori of Arden Courts and I returned that call and lea the 2sagel ~P B ned that I I did not know when I would be coming to see Sven on Tuesd y 9 DECEMBER ~. .. . Sandra also said that she would like to have the old family desk that is in the living room and also the 2 wicker chairs that are upstairs. I told her that I would make sure that they do not get taken to an auction house and we could arrange for her son to pick them up at a later date. She asked if we had received the package of Sven's papers that Barbara's daughter had taken with herby mistake. She was going to send them to Priscilla, but Priscilla has not advised me that she has received them. We discussed Sven going to visit Barbara on the 8th and Sandra was in agreement and thought it was a very good idea. I told Baba-r-a-that the Bar Association is active in visiting with Sven and bringing him baked goods to enhance his living at Arden Courts. d.Xi.k,sw~ t ., I told Barbara that we are having someone in the house cleaning up and that all the legal documents are separated from trash items and disposed of properly. Sandra did tell me that she is going to be out of town from the 11th of January to the beginning of February. If we need to do anything we can correspond by fax. TCT Andy Gould to advise him that I did receive his letter and that I would be back to him after the holidays. He did call me and we made several calls and a-mails back and forth regarding the property. I sent the measurements to him and some other information that he requested so he can give me an appropriate bid for the real estate. CES E-mail to Priscilla about the visit with Sven and Barbara and about the papers that she should have received from Barbara's daughter and the dentures. CES 1~6~10 Time: 1.25 I e-mailed and left messages for Andy Gould advising that someone was the house if he wanted to stop in and look at it. Called Lynn and advised him that Andy was going to stop and in, and he was already there and did look at the inside of the property. He did advise me that he would get a bid back to me in the next few days. Lynn at the house did locate Sven's bottom dentures and brought them to the office and brought 3 tins of coins that he found at the home. Received reply from Pricilla's re e-mail and e-mailed her back advising her that we did find his teeth and that he could use a sweater if Barbara so chose to give him something. TCT Pricilla to finalize arrangements for outing. JAN VARY TCT Commonwealth of PA Mobile Dentistry and left a message for Lynn that I would be dropping off his lower dentures on Thursday and if they would please see him first thing Friday morning so that would be done before he went to his outing. CES TCT Alley at Arden Courts regarding outing on Friday. Things she suggested for Barb to get for him were Norwegian sweater or button down cardigan 1/7/10 Time: 4.0 Mileage: 25 Postage: $1.~6 Copies: 18 Balanced HNB checking account. Prepared and mailed a check to UGI. MLP Traveled to Arden Court to drop of Sven's dentures that were found in his home. Traveled to Boscov's and shopped for some sweaters for his gift to Barbara when they meet on Friday the 8th. CES Preparation of e-mails to Andy Gould and discussions with Sandy and organizing his file primarily trying to get all our information together in order to reply to the bid that Andy Gould had given us for he purchase of the real estate. CES Prepared and mailed correspondence and monthly review sheets for client. SLD TCT Tax Collector Prepared and mailed tax certification request along with our support papers and court order. SLD 1/8/10 Time: 5.75 Mileage: 25 miles Prepared and sent an e-mail to Sandy for her approval with regard to our response with Andy Gould. TCF and returned the call to Sandy and we discussed the e-mail the situation a bit more. The only word that she added in there was that we need to obtain a value much closer to rather closer. I will e-mail it to Andy this afternoon. ]AN uARY ~ Y ~ ; ~ '- ~ 1 I did tell Sandy what Shelley told me about the reunion of Sven and Barbara so she is up- to-date on that. CES Traveled to Arden Courts to take Sven to see his wife Barbara at Greenridge. When I arrived he was in bed and I asked him if he was ready and he said for what. I said "today is the big day; we are going to see Barbara". He jumped out of bed and was beside himself. He did not have a coat and I told him I had one in the car to wear. He got out the inventory paper again and reviewed it with me. He showed me Barbara's phone number and told me where she was and I told him that the driver knew that. He was impressed that he was having a driver. On our way out, he disappeared and I found him in the social hall and the aide was saying `no' to him. He wanted to take his friend along to see Barbara and the aide was explaining that only his family can sign him out. He turned around and said "thanks a lot lady" and turned around and said "damn bitch". He was cursing the whole way out and I commented "that was a nice potty mouth". His comment was that he was a sailor. On the ride down, Butch and Sven had most of the conversation talking about ships, etc. Butch told him that he found his teeth. When we arrived at Green Ridge, Priscilla was not there yet, so we had to wait. When she arrived Priscilla and I went back to Barbara by ourselves to make sure she was up for the visit. She was in bed (they said she never gets out) and they sat her up and she seemed excited about the visit. When we brought Sven back, they were both very excited; they gave each other a hug. He gave her gift and she was very happy about it. He kept saying during the visit that he wants to get the house fixed up so he can take her home. Priscilla and I did leave so they could have lunch together by themselves and we were gone about an hour. When we came back, we took Butch along in case he gave us a hassle. I did sense a bit of agitation. Priscilla, Butch and I all walked out with him. On the way back in the van he got agitated again, when he asked me when Barbara could come home and I told him that I did not know if the doctor's would allow that. He got pissed and asked if I was a specialist and how I knew what I was talking about. I said, that is why I said it up to the doctor. He later apologized and he said he was a rough sailor and had to get used to his personality. It seemed to me that he was trying to memorize the way that we went, by mentioning landmarks and repeating the way back. He said all in all Barbara looks good and healthy and he would buy a big German Shepard to protect her when he went shopping. When we got back to Arden Courts he did get out and go in the door with no problems. I did hear him ask Laurie right away if he could call Barbara and she said you just got back from visiting her, just wait a bit. SAN VARY a` I talked to Ali and Bev about the visit and I asked them to keep us posted on how his mood and personality were this evening, because if he seemed agitated or angry and gave the staff a problem, then it would not be a good idea to continue with monthly visits for Sven and Barbara. In the van Sven also asked me why Barbara was so far away from him and I told him that is because that is where she choose to go and he said that she said she wants to move closer now. Priscilla did have a chance to talk with Barbara on her own and Barbara said it was a good visit and could not wait for the next time he could come. SLD 1/11/10 Time: 3.50 T/C/T -Sandy Young regarding offer of house. CES T/C/F - Sandy Young agreed to accept offer of $180,000.00, she emailed Barbara's one daughter to advise them of the same. She was also concerned about the family desk and the two wicker chairs. She also reminded me of the clock in the living room and that she thought that was Sven's family clock. CES TCT Priscilla to see about the county men helping to clean out Sven's house. She said I should give her some dates and she will get back to me. She did tell me that I would need to engage a dumpster. Priscilla also said that she received a $600.00 bill from an attorney that was contacted to meet with Sven to possibly do a Power CES T/C/T New Cumberland Borough regarding dumpster 774-0404 for 31~ Carol Street. I was given Waste Mgt 1866-822-4709 and Tiger 699-iiii. I asked about placing the dumpster and she gave me the non emergency number of the Police department 774-832 to make arrangements the placement. CES TCT Waste Mgt to Katie 800 869-5566 advised me that they have 20X8 wide but if there is not a driveway to place the dumpster that we should contact the borough to see if we need a permit . If a permit is needed that we should obtain the permit then call them to schedule for a dumpster, Katie said usually they can have one there the next day. CES TCT Non Emergency Police number 774-832 told dispatcher what I needed he first thought I should talk to the Borough but then took my name and number of an officer to contact me. CES TCF Officer Burns said I need to apply for a permit costs maybe $io.oo the chief will review and a permit issued. They DO REQUIRE REFLECTIVE MATERIAL ON THE ]AN VARY ~.. 9 ,,, X DUMPSTER FOR SAFETY ISSUES. Told me to contact Cheryl at 774-040o to have application faxed. CES TCT Cheryl she will fax the application. CES Email to Sandy Petition to have her sign the consent. CES Emailed Dale Ketner regarding sales agreement and Petitions CES T/C/F Sandy agreeing with the Petition except 2 daughters not three for Barbara. CES Emailed to Andy Gould; his reply; emailed to Sandy; her reply; email back to Andy; CES Transferred money from HNB savings to checking. Prepared and mailed checks to: MCHS Carlisle, PPL, Lynn Stoneroad, Arden Courts and Darryl Guistwite, DO. MLP Mail to and from Bev at Arden Courts regarding Svens temperament on Friday. She advised me that he seemed to be more agitated and would not let go of the subject of his finances. SLD 1/12/10 Time: 1.25 Email to Andy Gould; Email to Dale putting hold on Sales Agreement.CES TCT Cindy Rowe for glass replacement on the Van CES TCT Insurance Agent Jeannene Miller CES TCT Allstate's Glass Claims Vendor which referred back to Cindy Rowe Need to take the vehicle to the shop to have the window replaced as there is no where to get the car off of the street at the house. CES TCT N.C. Borough to Fax Permit for dumpster/ can't be faxed they need check or cash For the fee Appointment for Wednesday i/3/lo at io:oo AM need $50.0o check CES Received an e-mail from Lori at Arden Courts advising me that Sven is very concerned and anxious since he came back from his visit with his wife. He is very concerned about the real estate and he keeps stating the Sandy, Barbara's sister, is taking their real estate. CES 1/13/10 Time: 1.50 Mileage: 20 miles Fax: 3 Copies: 2 ]ANUARY .' TCF Lori at Arden Courts and she put Sven on the phone because they have been trying to calm him with regard to his assets. I did talk to Sven and tried to reassure him that no one is taking his real estate, that we are working on safe guarding it. He told me that when he retires from the PA Bar Association that he is going to move back home and take care of Barbara. I told him that I couldn't address that with him, but I do know that his real estate is being taken care of and he should not worry about it because it is not healthy to be as anxious and worried as he has been. He thanked me several times for clearing that up for him and then he abruptly hung up the phone. CES Traveled to Arden Courts and discussed Sven a bit with Beverly and then did go back to visit with Sven. I also talked to the nurse dispensing the meds for him. He was sitting at the dining room table waiting for his meal to come. We then withdrew from the dining room and went into his room to discuss what has been upsetting him. He went all through his photo album, showing me his house and how much work he put into it. He put the piece onto it so he could take care of Barbara. He told me that he has been calling Barbara and she is saying that someone is taking all of their things. I did tell Sven that I hated to tell him, but with MS, one does become confused. He said he did notice that and tries to keep that in mind. He said that yesterday when he talked to Barbara everything was real good and she was happy, but today she was the opposite. I reassured him that we are watching and keeping his real estate safe and that the people from the PA Bar Association keep checking in with us to make sure that we are doing what we should be doing for him. He repeatedly told me that he is grateful for everyone trying to help him and he is sorry for getting so upset over things, but he just can't help it. In leaving he told me that the Barr told him that he can live at Arden Courts as long as he wants to. I told him that was a good thing to know and that it is a nice. He agreed it was a nice place to stay and said the meals are pretty good. The meeting was pleasant; he did tell me that he is retired from the Bar Association. He was well kept, his shirt was a little soiled. I am concerned that he may need some more clothing. They did tell me that he gave them a hard time about taking a bath today and he said that he had one yesterday. He did finally give in to the bath, but really fought it hard with them. CES RRO of medical review sheet...entered. SLD ]ANUARY ~ °~ ' ~ n ~ . " , "~ '~ 1/14/10 Time:.25 Prepared 2 checks for Lynn Stoneroad, one for reimbursement of the car battery purchased and one for the hours worked on house cleanup. Prepared check for LB Smith needed when picking up car. MLP 1/lrj/10 Time:.25 Traveled to Riverside drycleanerseo o I Wasunable to pick t p tIt otaled $ 5.5ok SLD or checks and had neither with m , 1/19/10 Time: i.o Postage: $1.76 Posted check paid to LB Smith for van repair. TCT Heartland Pharmacy and spoke with Danielle. I gave her the prescription insurance numbers we just received. She will rebill the January statement after now being able to submit through insurance. She also requested his social securi here and us date the phone numberhem with it. She also changed the mailing address to P Prepared and mailed checks to: Cleckner & Ferren Attorneys, Family Practice Center, Comcast and Heartland. MLP 1/19/10 Time: 2.0 Mileage: 13 miles Traveled to Riverside Cleaners to pick up Sven's coat. SLD Traveled to Arden Courts to visit with Sven and spent time talking to him about Barbara. He was very anxious about his vehicle. I told him that there is no place for the residents to park cars there, so I would not be able to bring it there. I did ask him what he needed it for, and he said he is planning to move out of his cabin and move back home and bring Barbara home and take care of her there. He was very concerned about his house and again showed me the album of pictures and how he restored the house and that he is going to take Barbara home. JANUARY I will note that he used the `F' work this time and when I checked with the aide, she said that he uses the `sailor talk" quite a bit. He did refer to go to his cabin and he did say one time that he works for the Bar, and then later he said he was retired. I talked to Tina on my way in and she asked if we had any ideas as to what can be done for Sven and his wife for valentine'hat far.nShe would be open to any ideas 1 She had thought that she was too frail to travel t about possibly video taping both of them for each other. CES 1~20~10 Time: i.4o Fax: 6 pages Postage: $5.00 RRO fax from Waste Management regarding the setup of the dumpster. I completed the information and returned the fax back to them. CES RRO insurance info...fwd to Pricilla and made copies of cards and emailed to Sherill at Arden Courts. SLD TCT New Cumberland Police Dept regarding the cones. They advised me that they will not put cones out because of liability reasons. They said we could use our own cones. The said they would bring no parking signs out to reserve the spot for the dumpster. He also advised me that we would have to use DOT tape around the dumpster TCT Butch and Connie advising them of the same. SLD i/ai/io Time: i.o Mileage: 2g miles Traveled to Arden Courts to give him a mail package that he received. It was from a friend from Norway. I also gave him his coat, he was excited as he thought he lost it or someone stole it. He again showed me his picture album. I asked him if he talked to Barbara lately, and he said yes, everyday. He asned He asked where it was and I said at his houses Heold him that there was no extra pa g said that he needs it so he can go see Barbara. I asked Sven if he was playing his accordion and he said `of course'. I did apologize for not bringing his ship, I did not know for sure that I was coming today, and that we would bring it next week. SLD Updated checks given to Lynn Stoneroad to handle van ~ Cindy Rowe and LB Smith and posted to account. MLP JANUARY ~, t ~ ~ ~~ ~ s f ~ ; ~ v ~ ~ ` ' ., ~ ~ ~~ _. 1/25/10 Time:.50 Mileage: 9 miles Shelley and I traveled to Arden Courts and took his ship to him to be displayed on the shelf in his room. Shelley spent about 15 minutes with Sven. CES 1/26/10 Time:.25 Postage: $.44 Prepared check for Lynn Stoneroad for cleanup and to Comcast. MLP 1/z~/lo Time: 1.25 Mileage: 20 miles TCT Richard Murry in reply to the phone message from him. We discussed the possibility of the public sale and I wanted to finddiscu s what we feel a pretty reasonable sale a ueo sell them or dispose of them. We did will be for the house. Traveled to his house to see the prog has asked for arestill thereland did confi m t at they that the few items that Sandy Young are. CES 1/z9/lo Time:.25 Prepared check to Lynn Stoneroad for cleanup and reimbursement of trash bags purchased. MLP 1/31/10 Time:.50 Monthly fee for updating and maintaining all aspects of client's correspondence, files, and computer records. ]ANUARY ~ 9 c ~ 3 I - '. ~. t. _ ~ - - _ ~ ~ ~; 3 .. 2/4/io Time: 2.0 TCT Sandy Young and then I did revise the petition to sell the real estate and then e-mailed that to her for her approval and signature of the consent form. CES 2/5/io Time:.50 Copies: i Prepared and deposited check from Verizon. Prepared check for Lynn Stoneroad for cleanup. MLP 2/8/io Time: .'75 Postage:.44 Copies: i Prepared and mailed correspondence and monthly review sheets for client. SLD Prepared income/expense report for Connie to be able to petition to use Principal. MLP 2/io/io Time: i.25 TCF Connie asking me if there are arrangements made for the snow removal at Sven's house and about the gas. Email to Pricilla at the office of Aging regarding the same. TCT UGI regarding the heat. I was advised that if his home is heated by gas that it always runs you don't have to call to have it filled. Emailed Connie the same. SLD TCF Sandy Young and things that we discussed were as follows: Sandy advised me that she finally went through the statements and came up with a balance on Barbara's checking account, and after paying the February nursing home bill, she is down to $5000. She did tell me that in her mind, she was thinking that Barbara had about $80,000 when Sandy took over and in fact she only had $65,000. She asked me about he information for the tax returns and I told her to hold for now and they have until the 15th to mail things out and she can send them all at one time. We talked about her liquidating all of Barbara's accounts and she knows that at least on the one IRA they did deduct the io % income tax. She was concerned about how she would go about filing for assistance to have money to pay for Barbara and she was going to talk to the nursing home. We talked about the Verizon bill and she saw that $4o was taken out of the checking account statement. We advised her that we did receive a refund check which was the beginning of February. I advised her of what she needs to give me to be able to back to the Judge to expend FEBRI.IARY i s S ~i 7._ ~: ~ - ~ i ~S ~ 3 - ~ - - ~ ~ t principal from Sven's account for Barbara's benefit. That being the starting balance and assets, and all the income and expenses since she has taken over. We talked at length about some of the bridges we will need to cross to get both Sven and Barbara taken care of as far as what will happen when Barbara will have to go on medical assistance. I did again remind her back to the courtfo~ nythnng that I want to do P CESng money for Barbara but I need to g x/11/10 Time: 1.50 Mileage: 15 miles TCT Rich Murry regarding the contract and when he would be able to send it over. He advised me that he will work on it. He started asking me about things that should be in the contract and I told him whatever he andd e t because I didn'tAwant anything to be eft out of contact Connie and have her call him the contract or something in it that didn't belong. TCT Connie regarding the same. TCW Priscilla advising me that they know of no arrangements for snow removal. She said that as far as she knew Sven took care of that himself and that is not something that the office does. I advised her that Connie and Butch were taking the snow blower down to clean off his sidewalk and steps. Pricilla also told me that she was thinking of taking Sven on Friday to see Barbara for Valentines Day. She didn't know if she would still be doing that because of the snow. Traveled to see if there was snow to be removed from Sven's property. CES TCT Rich Murry regarding the public sale, which will be held on the 19th of April at either 3:00 or 4: oo and it will a 3 % buyers premium. CES 2/12/10 Time: 25 Postage:.44 TCT Robin the tax collector regarding the 2009 tax certification, she advised me she never received the check. I told her I would put it in the mail today and if she could fax it over as well as mail that would be great because we are on a time schedule to have it to sell the property. She said that would be fine. Prepared and mailed check to tax collector. SLD FEBRI,IARY ~ ~ i $ t , 2~lrj~l0 Time: i.o Mileage: 17 miles Traveled to Arden Courts and met wit ve him so she could calm hisagitation when I wasn't give Sven so she would know what I ga present. They told me that he is always in the office wondering where I am and when I am going to be there. He does not speak of his wife as f ver hetlets tthrough and talks to herl helseems Dav he did ask about calling her and whene g to be more agitated. We talked about his assets and he is very negati hlm °omething and what she iBdoing that affairs, rt makes me wonder if Barbara is tell g perhaps is not true. He talked about going back home and taking cart to take a~e oof her properly h He t ldsme is declining and that perhaps he would not be ab not to tell him that because then he will get agitated because then he won't have any hope. Cheryl and I measured his waist in order to get him some new slacks and he needs a 36". He seemed pleased that I would bring hima me has alenty of unldergarment and socks and size 36 x 3o and a new sweater. He showe P shirts. I left a balance sheet with him with a stateme nt s lookinotin oon his matters to make sure things and that Barry from the Bar Associatio g everything is taken care of. When I left, he repeatedly thanked me for help n g hiHe asked when Iwould come back and situation better and that I am taking care of thi g I told him that we come every other week and that the girls will tell him when that week is. He again showed me all the pictures of the hou hat if I wou ld help himl with thatg.O1CES ack to Norway and asked if when he is ready to do t 2~16~10 Time: 4.25 Copies: 129 T/C/T Jackson National Life Insurance Company 800-644-4565 representative Melissa Advised me that MRD for Sven for 2010 is $10,317.34 and the lo% is 26,523.03. The most that Sven can take out without penalty is a total of to % of the balance which is the FEBRUARY a- ~ ~ ~ ~ ~. $26,523.03 and the least he can take is the MRD. We will calendar this for towards the end of the year. CES I worked on finalizing and making copies for the petition to sell the real estate and for the petition of use principal. TCT Rick Murry regarding the contract and questioning whether it would be wiser to use the io% down rather than the $i8,ooo. He said it was okay to change that. I did advise him that I would like to have the signs up as soon as possible to get the sufficient exposure. CES Prepared and deposited cash found at Sven's home. MLP 2/18/10 Time: 1.'75 Postage: $3.52 Balanced HNB checking account. Prepared and mailed checks to: New Cumberland Boro, UGI, PPL, Arden Courts, Heartland, Advanced Podiatry, Darryl Guiswite and Waste Management. Posted d/d of Social Security. MLP 2/z4/io Time: 2.5 Mileage: 75 miles Traveled to visit with Sven, I stopped and talked with the aides first. Laurie said that in the past 3 days, he has not been up to her. Cheryl said that in the evening that he comes up asking for Connie. I found Sven sitting in the social room in his wing watching TV. I sat with him and he thought I was Connie and I explained that I was her assistant and he asked what I could do for him. I asked him what he needed to have done. He took me back in his room and showed me his pictures again and asked about moving back to Norway what would happen if he wanted to do that. I told him that he would have to talk to Connie about that, as I couldn't make that decision. He was complaining about Arden Courts, he is so bored he has nothing to do. He showed me the accounting sheet that Connie had given him and he asked me if that is the facts. I said yes it must be, because Connie would not have given it to him if it was not accurate. SLD FEBRUARY ~~ ~ Traveled to Cumberland County Courthouse to file the petition to invade Principal and the petition to sell the real estate. CES 2/25/io Time:.75 Copies: $.88 Prepared and mailed check to Waste Management and Comcast. Balanced HNB savings account. MLP 2/2~/io Time: i.o Mileage: 3o miles I dropped his corduroy jacket off at the dry cleaner on Linglestown Road and then traveled to Arden Courts to take him 2 pair of pants to try on. They were beige and one had a waist of 36, one of 38, the length was 30". I did not tell the staff they were there, I told Sven to try them and see how they fit. Sven was clean and there was no odor. He was actually sleeping at the dining room table. He told us that he got awake that morning with a bad head cold and he appeared to be more subdued today. CES 2/28/io Time:.50 Monthly fee for updating and maintaining all aspects of client's correspondence, files, and computer records. FEBRUARY INVOICES FOR SVEN O. JENSEN October 2009 November 2009 December 2009 January 2010 February 2010 EXH 1 B IT "3" Keystone Guardianship Services PO Box 804 Elizabethville, PA 17023 717-674-5757 Fax 717-362-3381 Bill To: Sven Jensen INVOICE DATE: October 31, 2009 INVOICE # 1031 Keystone Guardianship Services PO Box 804 Elizabethville, PA 17023 717-674-5757 Fax 717-362-3381 Bill To: Sven Jensen INVOICE DATE: November 30, 2009 INVOICE # 1131 Keystone Guardianship Services ~ NV~ ~ CE PO Box 804 DATE: December 31, 2009 Elizabethville, PA 17023 INVOICE # 1231 717-674-5757 Fax 717-362-3381 Bill To: Sven Jensen DESCRIPTION AMOUNT TOTAL HOURS FOR THE MONTH -See details on memo 35.50 Hours @ $75.00 2,662.50 Mileage (239 miles @ $.55) ~ 131.45 Copies ~ 4.35 Postage ~ 1.32 Fax I 5.00 Items purchased for Sven ~ 2.00 TOTAL $ 2,806.62 Keystone Guardianship Services INVOICE PO Box 804 DATE: January 31, 2010 Elizabethville, PA 17023 INVOICE # 131 717-674-5757 Fax 717-362-3381 Bill To: Sven Jensen DESCRIPTION AMOUNT TOTAL HOURS FOR THE MONTH -See details on memo 29.0 Hours @ $75.00 2,175.00 Mileage (239 miles @ $.55) ~ 91.30 Copies ~ 3.00 Postage ~ 8.96 Fax I 2.25 Items purchased for Sven 81.96 TOTAL $ 2,362.47 Keystone Guardianship Services PO Box 804 Elizabethville, PA 17023 717-674-5757 Fax 717-362-3381 Bill To: Sven Jensen INVOICE DATE: February 28, 2010 INVOICE # 210 6!cro~Eret 5850 -Keystone vervices ~=c~es J ~ve~ .lensen March 11 2010 1~aie fkefere»ce [~eacr~ipfiion i~ei~it f:~•e.e~iY t3<~Jarsc;e 11-03-2009 Check #111 Keystone Guardianship -fees 2,007.50 2,007.50 12-01-2009 Check #119 Keystone Guardianship -fees 1,203.75 3,211.25 01-03-2010 Check #130 Keystone Guardianship -fees 2,662.50 5,873.75 02-04-2010 Check #150 Keystone Guardianship -fees 2,175.00 8,048.75 03-03-2010 Check #165 Keystone Guardianship -fees 1, 50.00 3 9,3 98.75 ((~'~ ~y ) p~ ~y EXHIBIT "4" K~.rcrrunl 5:345 ' Key~tpri<a 5ervires L:r~st / ,zv~n ,l~nsen March 11 2010 C)~te Refic:r~ence Ctescr9i~tivrt CSet~i~ t:re~iit {3alx~nr,c~ 11-03-2009 Check #111 Keystone Guardianship- costs 78,81 78.81 12-01-2009 Check #119 Keystone Guardianship- costs 42.15 120.96 01-03-2010 Check #130 Keystone Guardianship- costs 144.12 265,08 02-04-2010 Check #150 Keystone Guardianship- costs 187,47 452.55 03-03-2010 Check #165 Keystone Guardianship- costs 92.99 545.54 EXHIBIT "5"