HomeMy WebLinkAbout04-05-10IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
1N RE: THE ESTATE OF ,
ELIZABETH M. GARDOSIK, AN ,
ALLEGED INCAPACITATED
PERSON N0.21 - 08 - 0224
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PETITION TO EXPEND FUNDS FROM P inirrl~AI. `_' V~ ~
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TO THE HONORABLE JUDGES OF SAID COURT: ~
1. Petitioners are Sandra M. Gardosik, an adult individual residing at 3030 North 3'~
Street, Harrisburg, PennsYlvania,17110, and her brother, Andrew Gardosik, an adult
individual residing at 88 Marbob Road, Halifax, Pennsylvania, 17032.
2. By Decree of this Court entered April 16, 2008, a copy of which is attached hereto,
your Petitioners were appointed Plenary Guardians of the Person of their mother,
Elizabeth M. Gardosik, and of the Estate of their mother, Elizabeth M. Gardosik.
3. The said incapacitated person, Elizabeth M. Gardosik, is a widow, is now 83 years
of age, and resides in her home with her son, David Gardosik, at 4814 Virginia Road,
Mechanicsburg, Cumberland County, Pennsylvania.
4• Because of the deterioration of her physical and mental condition, it is anticipated
that within the next several months, the said Elizabeth M. Gardosik will no longer
be able to continue to reside at her residence at 4814 Virginia Road, Mechanicsburg,
Pennsylvania.
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S. Your Petitioners have investigated placing their mother in an assisted care facility
with two possibilities as follows:
A. The Woods at Cedar Run, 824 Lisburn Road, Camp Hill, PA 17011. Fees as
follow: move in fee - $1,800.00; monthly rate $3,694.00.
B. Loyalton of Creekview, 1100 Grandon Way, Mechanicsburg, PA 17050.
Fees as follows: move-in fee - $3,000.00; monthly rate $3,795.00.
6. Petitioners also believe it reasonable and prudent to maintain their mother's residence
at 4814 Virginia Road, Mechanicsburg, Pennsylvania, until such time it is able to be
marketed for sale. Petitioners' sibling and son of the incapacitated person, David
Gardosik, has resided in said residence for his entire life and is unemployed and has
been providing the daily care for his mother for many years.
7. Petitioners are proposing that they be permitted to pay to David Gardosik the sum of
$12,000.00 as compensation for the care that he has provided to his mother. This
payment will assist him with living expenses until such time as he is able to secure
employment. He will continue to reside in and maintain his mother's residence until
such time as he can make other living arrangements.
8. The existing assets of the said Elizabeth M. Gardosik are as follows:
A. Real estate situate at 4814 Virginia Road, Mechanicsburg, Pennsylvania,
17050 -estimated value $140,000.00
B. Personal Prol~'h'~ MML Investor Services, account #H'rM013536, value
$150,132.00
9. The monthly income of Elizabeth M. Gardosik is as follows:
Social Security - $1,074.00
Dividends and income from MML Investor Services - $500 00
Rite Aid Pension $138.00
Total monthly income; $1,712.00
10. The placement of Elizabeth M. Gardosik in an assisted care facility and the payment
of $12,000.00 to David Gardosik will necessitate Petitioners spending from the
principal of their mother's assets.
WI~REFORE, Petitioners respectfully request your Honorable Court to enter an Order
allowing them to expend liom the principal of their mother's estate so much as maybe reasonable
and necessary to place her in an assisted care facility and to pay the monthly cost related thereto and
to pay $12,000.00 to David Gardosik for the reasons set forth herein.
March <~!-0~j, 2010 ~ ~
GI ~ Y M. I ~ RWIN, ESQUIRE
424 Ste Route 209
Elizabethville, PA 17023
(717)362-32I5
Supreme Court ID#21222
Attorney for the Petitioners
yFRIFI ATION
I, SANDRA M. GARDOSIK, verify that the statements made in the foregoing Petition are
true and correct to the best of my persona( knowledge, information and belief.
I am understand that the statements made herein are subject to the penalties of 18 Pa. C.S.
§4904, relating to unswom falsification to authorities.
March ~riO~, 2010 ~1~ 1~~~
SANDRA M. GARDOSIK
FY~IFICATION
I, ANDREW GARDOSIK, verify that the statements made in the foregoing Petition are true
and correct to the best of my personal knowledge, information and belief.
I am understand that the statements made herein are subject to the penalties of 18 Pa. C.S.
§4904, relating to unswor falsification to authorities.
March ~ ~~, 2010
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ANDREW GARDOS
D:VNLBVNCAFAC1Petition to Hxpbnd Fmi~.Gmdoaik.wpd
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IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
ORPHANS' COURT DIVISION
IN RE: THE ESTATE OF
ELIZABETH M. GARDOSIK, AN .
ALLEGED INCAPACITATED
PERSON NO. oZ 1 ~ ~ ~ ~~
'~,~ FINAL DEC EE
AND NOW, this day of ..~ ~ , 2008, upon consideration of the
annexed petition and after hearing held following due notice, it is hereby ORDERED and
DECREED that, based upon a finding that ELIZABETH M. GARDOSIK suffers from
Alzheimer's disease and has moderate to severe memory loss and is unable to make, communicate
or participate in any decision relating to her estate or person, ELIZABETH M. GARDOSIK is
adjudged totally incapacitated. Sandra M. Gardosik and Andrew Gardosik are appointed plenary
guardians of the perts~on of ELIZABETH M. GARDOSIK and of the estate of ELIZABETH M.
GA~OSII~ ~.~,<<Lj ~~ powcs'~a ~~ joy ~~~t ~ Q3~~~2~~~~ ~
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Within 12 months of the date of this Decree and at least annually thereafter, the respective
guardians shall file with this Court a report which shall include all information as required pursuant
to 20 Pa. Cons. Stat. § 5521(c).
ELIZABETH M. GARDOSIK has twenty (20) days from the date of this Decree to file
exceptions. Failure to file exceptions within that time will result in this Decree becoming final.
ELIZABETH M. GARDOSIK has been advised of her right to appeal and to petition to modify
or terminate this guardianship by copy of this Decree and by the Statement of Rights attached hereto.
Bond shall not be required.
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CERTIFICATE OF SERVICE
I, GREGORY M. KERWIN, Esquire, hereby certify that a true and correct copy of the
Petition to Expend Funds from Principal, were served via first class mail, postage prepaid, upon
the following counsel:
Lorin A. Snyder, Esquire
Turo Law Offices
29 South Pitt Street
Carlisle, PA 17013
Dated: April ~ , 2010 2~~
By
G G Y . KERWIN, Esquire
KER N KERWIN
4245 Route 209
Elizabethville, PA 17023
(717)362-3215
Attorney for Petitioners Sandra M. Gardosik and
Andrew Gardosik