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HomeMy WebLinkAbout06-25-10 IN RE: ESTATE OF THELMA L. BONARRIGO IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DMSION ESTATE NO. 21-09-0448 PETITION TO SEAL ANNUAL REPORTS OF GUARDIAN OF TI3ELMA L. BONARRIGO FROM PUBLIC INSPECTION TO THE HONORABLE, THE JUDGES OF SAID COURT: AND NOW, comes JOSEPH H. BONARRIGO, THE PLENARY GUARDIAN OF THE ESTATE AND PERSON OF THELMA L. BONARRIGO, through his attorneys, Johnson, Duffie, Stewart & Weidner, and respectfully represents as follows: 1. Petitioner is Joseph H. Bonamgo, husband and guardian of Thelma L. Bonarrigo. The parties married on July 29, 1959 and reside together at their marital home at 609 Hilltop Drive, New Cumberland, Pennsylvania. 2. Petitioner is Plenary Guardian of the Estate and Person of Thelma L. Bonarrigo pursuant to a Final Order entered by Kevin A. Hess, Judge, on June 15, 2009, attached hereto as Exhibit "A." 3. Petitioner has completed the Annual Reports of the Guardian of the Estate and Person pursuant to 20 Pa.C.S.A. §5521(c) and is prepared to submit the same to the Clerk of the Orphans' Court. 4. Petitioner's Annual Report contains detailed, private, and sensitive financial information about both Petitioner and his spouse Thelma L. Bonarrigo, as they are the joint owners of commercial and residential real estate and have numerous jointly owned investments. N O i 37 . ~ (.;3C~. , n ~-~~~ Z t=., .r7 ; __{ ~ ___ 3 ~ !.<Y m ~ ,°7 ~ _ a w ~ .~ ~; 5. Petitioner's Annual Report contains detailed, private, and sensitive medical and personal information about Thelma L. Bonarrigo that may be protected by the Health Insurance Portability and Accountability Act of 1996 (HIPAA). 6. Public Inspection of the detailed fmancial and/or medical information would cause substantial embarrassment and seriously infringe upon Petitioner's right to have his and his wife's personal assets, income, health, and family matters remain private. 7. Your Petitioner's counsel has discussed this request with Glenda Strasbaugh, Register of Wills and Clerk of Orphans' Court, who supports the sealing by the Court of the Annual Reports. WHEREFORE, your Petitioner respectfully prays that your Honorable Court issue an Order directing that the Annual Reports of the Guardian of the Estate and Person filed with the Clerk of the Orphans' Court in this case be sealed from public inspection. Respectfully Submitted, JOHN ,DUFF AR WEIDNER B , ~~iY~l~ David . De Attorney I.D. No. 41687 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 Telephone (717) 761-4540 :405247 VERIFICATION I, Joseph H. Bonarrigo, Plenary Guardian of the Estate and Person of Thelma L. Bonarrigo, do verify that the statements made in the foregoing Petition are true and correct to the best of my knowledge, information and belief. I understand that false statements made herein are subject to the penalties of 18 Pa.C.S. §4904 relating to unsworn falsification to authorities. Dated: _ ~WVU~ a~ , a~~ ~ C3tiL h onarrigo f T'XEiIBIT "A" IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY NO. 21-09-0448 ORPHANS' COURT ESTATE OF THELMA L. BONARRIGO PETITION PURSUANT TO SECTION 5511 OF THE PROBATE, ESTATES AND FIDUCIARIES CODE TO ADJUDICATE THELMA L. BONARRIGO TO BE INCAPACITATED AND TO APPOINT A PLENARY GUARDIAN FOR HER PERSON AND HER ESTATE ~ a O m ~ ~.; FINAL ORDER OF COURT APPOINTING A PLENARY GUA `~ ~ `y c:~ r=, .~, " ~' `w7 r'7 ~~ AND NOW, this 's` day of June, 2009, a hearing in this case having t~E~ih held mn thiffi'.,:sa`me date, and it appearing to the Court that Thelma L. Bonarrigo was properly served with a Citati~' ancl'IVbtice of this hearing and that Patrick Moran, Thomas Moran, Megan Guion, Linda Plevelich and Kathleen DeLumba have all been served with the Petition for Guardian and the Notice of the Hearing, and based upon the deposition of Albert J. Zanetti, D.O., the Court finds that the physical and mental condition of Thelma L. Bonarrigo would be harmed by her presence at the hearing, and further finds from the testimony presented at the hearing: 1. That Thelma L. Bonarrigo suffers from an acute stroke, high blood pressure, dementia and other physical ailments, the conditions or disability which impairs her capacity to receive and evaluate information effectively and to make and communicate decisions concerning the management of her financial affairs or to meet the essential requirements for her physical health and safety. 2. That there exists no other less restrictive alternative mechanism for decision making. 3. That based on the total incapacity of Thelma L. Bonarrigo to receive and evaluate information and to make or communicate decisions, a plenary guardian of the person and a plenary guardian of the estate are required on a permanent basis. NOW, THEREFORE, based on the clear and convincing evidence supporting the foregoing findings it is ORDERED, ADJUDGED and DECREED that Thelma L. Bonarrigo be and is hereby adjudged an incapacitated person and Joseph H. Bonarrigo is hereby appointed Plenary Permanent Guardian of the Person and the Estate of Thelma L. Bonarrigo. Any Power of Attorney executed by Thelma L. Bonarrigo is hereby declared null and void and shall have no legal effect. A Report by the Plenary Guardian shall be filed on an annual basis with the Court. No bond shall be required of the Plenary Guardian named herein. The Plenary Guardian is hereby authorized to make decisions on Thelma L. Bonarrigo's behalf concerning her medical care and treatment including her admission to nursing homes, personal care facilities, hospitals and other healthcare providers, as well as to consent to and authorize medical treatment; and the Plenary Guardian herein appointed is further authorized to handle all of the assets of her Estate including the principal and interest, and to conduct her business affairs on her behalf, including the sale or transfer of any of her assets, payment of bills and expenses, investment of assets and all matters related thereto. BY THE COURT: Kevin ess, Judge ~ a TRUE DOPY FROk14 RECORD in Testimony whsrof, { i'wrsurri0 set my hand and tha sad f said Court C,sulitN. PN4 is ~ '^e ~~... CI dns Court fu Courriy