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HomeMy WebLinkAbout09-08-10 JAMES J. WEST LLC 105 North Front Street Suite 205 Harrisburg, PA 17101 (717) 233-5051 (717) 234-7517 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF PAULINE H. WICKENHEISER I RE: I PETITION BY PAULA M. DECK : No. 21-2009-0848 TO REQUIRE POWER OF ATTORNEY STEVEN M. WICKENHEISER TO FILE AN ACCOUNT FOR ACCOUNTING m `~' -„ PERIOD FROM AUGUST 1, 2008 ~ ~ THROUGH JULY 21, 2009 o 3 ~ ~ ~ ANSWER TO PETITION AND NOW, comes Steven M. Wickenheiser of 1020 Tunb$id~e Lane, Mechanicsburg, Pennsylvania, by and through his counsel, James J. West, ~sc~uire, and files the following Answer to the Petition of Paula M. Deck to require hitn Ito file an account of his power of attorney over Pauline H. Wickenheiser for the period ~ugust 1, 2008 through July 21, 2009, and in support thereof states as follows: 1. It is admitted that Pauline H. Wickenheiser had three children a~' set forth in allegation 1. 2. It is admitted that during the last year of Pauline H. Wickenhe~ser's life, Steven M. Wickenheiser served as her power of attorney. It is denied that Steven M. Wickenheiser was the sole power of attorney named by Pauline H. Wickenheiser and attached hereto as Exhibit A is the General Power of Attorney showing that', all three _~ f"'~ ~7 x: ~ ~,~, ~-~ ~, r s. -"-°.:~ ~.~ ca ., SR children were named as general power of attorney for Pauline H. Wickenheiser. Accordingly, Paula M. Deck, the Petitioner, is also a power of attorney serving finder the same power of attorney as Steven M. Wickenheiser. 3. It is admitted that Pauline H. Wickenheiser owned a home in the "Ilownship of Manheim, County of Lancaster, Commonwealth of Pennsylvania and that,sh~ sold the home on January 30, 2009 for $172,000. Steven M. Wickenheiser did not uge His power of attorney in this transaction and, to the best of his knowledge, information a#td belief, neither did the Petitioner, Paula M. Deck, nor his brother, Michael D. Wickenheiser, use their power of attorney in this transaction. 4. It is admitted that after Pauline H. Wickenheiser sold her home sloe resided at the Country Meadows Nursing Home in Mechanicsburg, Pennsylvania. It'~is denied that during this period of time Steven M. Wickenheiser was handling allj' of Mrs. Wickenheiser's financial matters through the Power of Attorney. To tl~e contrary, Pauline H. Wickenheiser handled virtually all of her own financial matters, signed her own checks and Steven M. Wickenheiser only used his power of attorney one tihie to sign a check fora $4,000 invoice for Country Meadows Nursing Home. Seven M. Wickenheiser has obtained that check from his mother's bank and attached it (hereto as Exhibit B, along with the related invoice from Country Meadows Nursing Ho~lne which is attached hereto as Exhibit C. 5. The allegations of paragraph 5 concerning the amounts of moneys that was present in the Estate of Pauline M. Wickenheiser at the time of her death on July 21, 2009 are not disputed by Steven M. Wickenheiser and, in fact, he has been infoirmed by Attorney Shawn Pierson who is handling the Estate of Pauline H. Wickenhei~er's that these are the amounts involved in the estate. 2 6. It is admitted that Steven M. Wickenheiser has not filed a formal accounting with the Estate or the heirs of the Estate concerning the power of attorney on behalf of Pauline H. Wickenheiser. Steven M. Wickenheiser has not been requested to fvle such a formal accounting by the attorney handling the estate, Shawn Pierson, Esgjuire. In addition, it is believed also that his brother, Michael D. Wickenheiser, and sistler, Paula M. Deck, have not filed any such accounting and that no such accounting has been requested from them. 7. It is admitted that Petitioner, through her counsel, made several requests for financial information from Steven M. Wickenheiser but the specific dates set forth in the Petition are unknown. It is further admitted that Steven M. Wickenheiser did not respond to these requests because he mistakenly believed they would be taken care of by the attorney handling the estate. Steven M. Wickenheiser has since retained separate counsel and his response is contained herein and reveal the extent of his use of the Power of Attorney for Pauline H. Wickenheiser and, as such, shows that use of the Power of Attorney to pay this one bill from Country Meadows Nursing Home was irx the best interest of his mother, the estate, the beneficiaries of the estate and the Petitioner. 8. It is admitted that 20 Pa.C.S.A. §5601 provides that an agent shill file an account of his administration whenever directed to do so by the Court and may file an account at any other time. . 9. Paragraph 9 contains a statement of Petitioner's belief that red~uires no answer. It is Steven M. Wickenheiser's belief that with this Answer he has revejaled how the power of attorney was used in toto and has voluntarily disclosed the extent of his service as one of three General Powers of Attorney issued by his deceased mother to her three children. 3 5 ~ C ~ 1 NEW MATTER 10. Steven M. Wickenheiser has obtained and has attached hereto as exhibit D copies of canceled checks on Pauline H. Wickenheiser's bank account showing that the vast majority of the checks were issued and signed by Pauline H. Wickenheiserl, from the period August 2008 through July 2009 and were not signed or issued pursuant to his Power of Attorney except for one check for $4,000.00 as noted in paragraph 4 above. NOW, THEREFORE, it is respectfully requested that the Rule issued upon all interested parties to show cause why the relief requested should not be granted be discharged in that Steven M. Wickenheiser has disclosed herein the full ext~nt of his actions as one of three General. Powers of Attorney for his mother, Pauline H. Wickenheiser. Respectfully Submitted, JAMES J WEST LLC ame3~ est 5 No on Street, Suite 205 Harris urg, PA 17101 (717) 233-5051 (717) 2347517 -fax west~iwestlaw.com Dated: September 2, 2010 Counsel for Steven M. Wickenheiser 4 ~ c e .~ VERIFICATION I, Steven M. Wickenheiser, hereby verify that the facts set forth in the foregoing document are true and correct to the best of my knowledge, information and~i belief. I understand that this verification is made subject to the penalties of 18 Pa~CaS. §4904 relating to unsworn falsification to authorities. __. Date: ~~ ~~ ~~<v CERTIFICATE OF SERVICE I hereby certify that on this 8th day of September 2010, a true and correcjt copy of the foregoing document was served upon the party named below by deposi~in~ same in the United States Mail, First Class postage prepaid, and addressed as follows: Stephen R. Gibble, Esquire Gibble & Honberger, PC 126 East Main Street Lititz, PA 17543 and Shawn M. Pierson, Esquire 105 East Oregon Road Lititz, PA 17543 oanne M. Bartley Assistant to James J. West, ~sq~uire r-`r EXHIBIT A _- -_ i - _ __ - -_ r -7 • 1 • t TO: Mrs. Pauline H. Wickenheiser FROM: Carl R. Hallgren DATE: February 6, 2002 INSTRUCTIONS FOR GENERAL POWER OF ATTORNEY OF PAULINE H. WICKENHEISER Enclosed are three General Powers of Attorney. Please ask your daughter, P~ul~ M. Deck, and your sons, Michael D. Wickenheiser and Steven M. Wickenheiser, to sign th~ir name exactly as it is typed and insert the date on their respective Agent pages (8, 9 and 10) of~ each document. Likewise, I am enclosing one separate acknowledgment for each of your,do~uments to also be signed and dated by your daughter and sons on their respective pages as Agent to be returned to me in the enclosed, self-addressed stamped envelope. I will attach these sepjarate acknowledgments to my file copy. Your daughter and sons will be signing a total of four Agent pages. Please keep three copies of the General Powers of Attorney with your other important documents. If you have any questions, please call me at (717) 299-5251. Thank you for the opportunity of being of service to you in this matter _ _... --~ --r -~ • ~ 22-7305-1-020502 GENERAL POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS, that I, PAULINE H. WICKENHE~SER, of 330 Powell Drive, Lancaster, Pennsylvania 17601, herein referred to as "Principal'", ,have made, constituted and appointed, and by these presents do make, constitute and appoint y daughter, A M. DEC and m sons, MICHAEL D. WICKENHEISER and ' SEVEN M. PAUL K, Y WICKENHEISER, or any one or more of them, herein referred to as "my agent", my gent forme and in my name and place to transact all my business and to manage all my properCy alnd affairs as completely as I myself might do if personally present, including but not limited td exercising the powers referred to in 20 Pa.C.S.§5602(a) in addition to the powers set forth below after the Notice in capital letters: NOTICE THE PURPOSE OF THIS POWER OF ATTORNEY IS TO GIVE THE FEI~SON YOU DESIGNATE (YOUR "AGENT'S BROAD POWERS TO HANDLE YOUR PROP~R'~Y, WHICH MAY INCLUDE POWERS TO SELL OR OTHERWISE DISPOSE OF AIRY ~I REAL OR PERSONAL PROPERTY WITHOUT ADVANCE NOTICE TO YOU OR APPRO1V~L BY YOU. THIS POWER OF ATTORNEY DOES NOT IlVIPOSE A DUTY ON YOUR iAGENT TO EXERCISE GRANTED POWERS, BUT WHEN POWERS ARE EXERCISED, ISO AGENT MUST USE DUE CARE TO ACT FOR YOUR BENEFIT AND IN ACCORDANCE V~VITH THIS POWER OF ATTORNEY. YOUR AGENT MAY EXERCISE THE POWERS GIVEN HERE THROUCtHQ~UT YOUR LIFETIME, EVEN AFTER YOU BECOME INCAPACITATED, UNLESS YOU E RESSLY LIlVIIT THE DURATION OF THESE POWERS OR YOU REVOKE -THESE PbV~ERS OR A COURT ACTING ON YOUR BEHALF TERMINATES YOUR AGENT'S AUTHdRITY. YOUR AGENT MUST KEEP YOUR FUNDS SEPARATE FROM YOICTI~ AGENT'S FUNDS. A COURT CAN TAKE AWAY THE POWERS OF YOUR AGENT IF IT ',FII~TDS YOUR AGENT IS NOT ACTING PROPERLY. ~'' THE POWERS AND DUTIES OF AN AGENT UNDER A POWER OF ATTORNEY ARE EXPLAINED MORE FULLY IN 20 PA.C.S. CH. 56. IF THERE IS ANYTHING ABOUT THIS FORM THAT YOU DO NOT UI~ID~ERSTAND, YOU SHOULD ASK A LAWYER OF YOUR OWN CHOOSING TO EXPLAIN IT! TO YOU. I HAVE READ OR HAD EXPLAINED TO ME THIS NOTICE AND I UNDERSTAND ITS CONTENTS. PAULINE H. WICKENHEISER (PRINCIPAL) (DAT"E) ~, _ _ _ -~ 1. Execution of Contracts. To enter into, perform, modify, extend, cancel, compromise, enforce or otherwise act with respect to any contract of any sort whatsoever, including but not limited to leases and mortgages, and to pay any money or to transfer title and possession to any real or personal property that may be required to be paid or transferred by any contract or in the performance of any obligation entered into or incurred by me or on my behalf. 2. Investments. To invest in all forms of real and personal property vV~ithout any restriction whatsoever as to the kind of investment, including but not limited to United States Treasury Bonds, which are redeemable at par in payment of federal estate taxes. 3. Registration of Pronertv. To hold property unregistered or in the name of~a nominee. 4. Personal Property. To buy or sell at public or private sale for cash or ~re~lit or partly for each, exchange, pledge, lease, give or acquire options for sales or exchanges or le~se~, or by any othermeans whatsoeverto acquire, dispose of, repair, alterormanagetangibleorintar~git~lepersonal property or any interest therein; and, without limitation with respect to any securities, tp comply with any securities laws or regulations, to execute indemnity agreements, to purchase insurance and to pay commissions or discounts required by any underwriting. 5. Real Property. To buy or sell at public or private sale for cash or credit car partly for each, exchange, mortgage, encumber, lease for any period of time, give or acquire options for sales, purchases, exchanges or leases, dedicate, or by any other means whatsoever to acgt~ird or dispose of real property or any interest therein; to partition and subdivide real property; to manage real property; to repair, alter, erect or tear down any structure or part thereof; and to fi,7e such plans, applications or other documents in connection therewith grid do such other acts as may ble requested by any government or other authority having or purporting to have jurisdiction. 6. Securities. To vote in person or by proxy at any meeting, to join in alny merger, reorganization, voting-trust plan or other concerted action of security holders, to mare playments in connection therewith and in general to exercise all rights of a security holder. 7. Insurance. To procure, alter, extend or cancel insurance against any grid all risks affecting property and persons and against liability, damage or claim of any sort. 8. Loans. To borrow money in such amounts for such periods and upon su~Ch terms as my agent shall deem proper and to secure any loan by the mortgage or pledge of any pr~perty, and I specifically authorize my agent to borrow money and to pledge property as col~at$ral for the purpose of purchasing United States Treasury Bonds which are redeemable at par in payment of federal estate taxes. 9. Bank Accounts. fip sign checks, drafts and other instruments or otherrwise make withdrawals from any checking, savings, transaction or other deposit account in my name, and to endorse checks payable to me and receive the proceeds thereof in cash or otherwise; tp open and close checking, savings, transaction or other deposit accounts in my name; to purchase end redeem savings certificates, certificates of deposit or similar instruments in my name; to execute sand deliver receipts for any funds withdrawn or certificates redeemed; and to do all acts regarding arty checking 2 account, savings account, savings certificate, certificate of deposit or similar instrument v~hich I now have or may hereafter acquire, the same as I could do if personally present. Any financial institution may continue to rely on this power of attorney until it receives written notice from me that this power of attorney is revoked or actual notice ofmy death and shall be indemnified and held harmless by me and my estate, personal representatives and heirs against any liability or lost, including lawyers' fees, costs of suit and claims of third parties, which it might incur by relying or~ this power after termination orrevocation but before it receives such notice, or at any time because pfwrongful acts, omissions or representations of my agent with respect to transactions covered by this power of attorney. 10. Safe Deuosit Boxes. To have access to and control over the contents Hof any safe deposit box rented by me, to rent safe deposit boxes in my name, to close out and executei and deliver receipts for safe deposit boxes in my name, and to do all acts regarding any safe deposit lboxes in my name, and to do all acts regarding any safe deposit box which I now have or may herea~er acquire, the same as I could do if personally present; provided that my agent shall not deposit' or jkeep in any such safe deposit box any property in which my agent has a personal interest. Arty financial institution may continue to rely on this power of attorney until it receives written notice from me that this power of attorney is revoked or actual notice ofmy death and shall be indemnified and held harmless by me and my estate, personal representatives and heirs against any liabi~ity or loss, including lawyers' fees, costs of suit and claims of third parties, which it might incur b}~ relying on this power after termination or revocation but before it receives such notice, or at any tune because of wrongful acts, omissions or representations ofmy agent with respect to transactions covered by this power of attorney. 11. Receipts and Approval of Accounts. To receive a payment of any kimd, including a bequest, devise, gift or other transfer of real or personal property to me in my own right or as a fiduciary for another, and to give full receipt and acquittance therefor, or a refunding bold therefor, to approve accounts of any business, estate, trust, partnership or other transaction whiatsoever in which I may have any interest of any nature whatsoever, and to enter into any compromise and release in regard thereto. 12. Compromise and Arbitration of Claims. To compromise or arbitrate any claim in which I may be in any manner interested, and for that purpose to enter into agreements to compromise or arbitrate, and either through counsel or otherwise to carry on such corr~promise or arbitration and perform or enforce any award entered in arbitration. 13. Institution and Defense of Claims. To institute, prosecute, defend, aorr4promise or otherwise dispose of, and to appear forme in'any proceedings at law or in equity or ot~ier~vise before any tribunal for the enforcement or for the defense of any claim, either alone or in co#~ju~ction with other persons, relating to me or to any property of mine or any other person, and to reta~, discharge and substitute counsel and authorize appearance of such counsel to be entered forme n any such action or proceeding. 14. Taxes. To prepare, execute and file in my name and on my behalf any retium, report, protest, application for correction of assessed valuation ofreal or otherproperty, appeal, brief, claim for refund or petition, including petition to the United States Tax Court, in connection kith any tax 3 _.. ~.. r imposed or purported to be imposed by any government, authority or agency, or claimed, levied or assessed by any government, authority or agency and to pay any such tax and to obtain any extension of time for any of the foregoing; to execute waivers of restrictions on the assessment and collection of deficiency in any tax; to execute closing agreements and all other documents, instruments and papers relating to any tax liability of mine of any sort; to institute and carry on either th~o~gh counsel or otherwise any proceeding in connection with contesting any such tax or to recover arty tax paid, or to resist any claim for additional tax or any proposed assessment or levy thereof, ar~d to enter into any agreements or stipulations for compromise or other adjustment or disposition of atiy tax. 15. Disclaimer. To execute, deliver and file for record disclaimers of an~ pert or all of any property, power or interest passing to or for me under any will, deed of trust, intest~cy'„ appointee under the exercise of a power of appointment, donee of an inter vivos transfer, donee~un~ler a third- partybeneficiarycontract (includingbeneficiaries oflifeinsurance and annuitypolicies, aildpension, profit-sharing and other employee benefit plans] or otherwise; and to direct my spouse's executor to elect to qualify or to elect not to qualify for the marital deduction any portion or sill ~f a marital deduction trust created for me by my spouse. 16. Employment of Others. To employ accountants, attorneys-at-law, investment counsel, custodians, agents, servants and others, and to delegate to them, to remove them, to pay them such remuneration as my agent shall deem proper. 17. Execution of Documents. To execute, deliver, file for record, caa~c~l, modify, endorse, acquire or dispose of any instrument including, but not limited to stock and ~bo~d powers, vehicle registrations, financing statements and related filing documents, reports of any (sort to any government, authority or agency, as required or permitted by law, deeds with or withbu~ covenants or warranties, and any other document appropriate for carrying out any of the foregdin~ powers. 18. Revocable Trusts. To deliver any property of mine to and deposit any such property with the trustee or trustees of any revocable deed of trust executed by me for my benefit even though the trust may not be payable upon my death to my estate and to revoke in whole or in' pair any such trust. 19. General. To do all things which my agent shall deem proper in order to calrry out any of the foregoing enumerated powers which shall be construed in the broadest possible manner. I also give my agent all other powers authorized by law and statute beyond those enumerated in this document. The descriptive headings of this general power of attorney are inserted for convenience only and shall not be deemed to affect the meaning or construction of any of the prowis~ons hereof or to limit in any way the construction thereof in the broadest possible manner. 20. Substitution. My agent shall have full power of substitution and revocaitio$~, and such substitution or revocation may relate to, or be limited to, any one or more or all of the forgoing acts or powers, or be limited as to time or in such other respect as my agent shall deem proper. 21. Ratification. I hereby ratify and confirm all that my agent or thee. substitute or substitutes therefor shall lawfully do or cause to be done by virtue hereof. 4 22. Reliance by Others. This power of attorney shall continue in force and may be accepted and relied upon by anyone to whom it is presented despite my purported revocation of this power, the age of this power, the issuance of a court decree declaring my incapacity or my death, until written notice of such event is received by such person. 23. Administrative Duties. To perform any of my administrative duties as a personal representative pursuant to Section 3319 of the Probate, Estates and Fiduciaries Code bf 1972, as amended. 24. Effect of My Disability. This power of attorney shall not be af~'ected by my subsequent disability or incapacity. 25. Placement in an Institution. To take charge of my person in case of illness or disability of any kind; to authorize my admission to a medical, nursing, residential or similaz facility, and to enter into agreements for my caze; and to remove and place me in such institutions or places as my agent may deem best for my personal care, comfort, benefit and safety after giving consideration to any wishes I have previously expressed on this subject. 26. Medical Procedures. To authorize medical and surgical procedures upon me. 27. Gifts. I authorize my Agent to continue my pattern of giving for as lotig as I can afford it. 28. Specification of 20 Pa.C.S.§5602(al Powers. Except as modified or excluded elsewhere in this Power of Attorney, my agent shall have all of the powers specified in 20 Pa.C.S.§5602(a) the implementation of which shall be in accordance with 20 Pa.C.5. §'5603. The powers specified in 20 Pa.C.S.§5602(a) aze as follows: "(1) To make limited and unli~iited gifts. (2) To create a trust for my benefit. (3) To make additions to an existing trust for rr~~y benefit. (4) To claim an elective shaze of the estate of my deceased spouse. (5) To disclaim anyl interest in property. (6) To renounce fiduciary positions. (7) To withdraw and receive the incdmb or corpus of a trust. (8) To authorize my admission to a medical, nursing, residential or similar Facility and to enter into agreements for my care. (9) To authorize medical or surgical procedu~e$. (10) To engage in real property transactions. (11) To engage in tangible personal property transaotions. (12) To engage in stock, bond or other securities transactions. (13) To engage in commodity''and option transactions. (14) To engage in banking and financial transactions. (15) To borrow mpney. (16) To enter safe. deposit boxes. (17) To engage in insurance transactions. (18) To engag$ inlretirement plan transactions.. (19) To handle interests in estates and trusts. (20) To pursue claims and litigation. (21) To receive government benefits. (22) To pursue tax matters. (23) To make an anatomical gift of all or part of my body." 29. Withdraw Trust Funds. To withdraw and receive the income or corpus cbf any trust over which I have a power of withdrawal. 30. Revocation. I hereby revoke all powers of attorney I have made before',the date of this document. ~_ _ I ~.., r --r - .. _. __. 31. Inca aci . I nominate my agent, whether one or more, guardian of my estate and of my person for consideration by the Court if incapacity proceedings for my estate or person are hereafter commenced. 32. Anyointment of Successor(sl. Except to the extent that I have akead}~ named a successor agent in this instrument, the agent(s) presently appointed by this instrument, or i~ny named successor, when acting as my agent, shall have the power to appoint, in writing, a successor agent, with all or less than all of the authority and power granted by this instrument. 33. Certification. I have deposited one original of this instrument with the firm of Morgan, Hallgren, Crosswell & Kane, P.C., and that firm or its successor is authorizled,from time to time to make copies hereof, and the same to certify and deliver under its name td a#~y person, health care professional, health care organization, bank, trust company, corporation; partnership, association or other, who or which may require the same, and any person or entity acting der such certified copy hereof shall be fully protected against me, my heirs, personal represent tives, and assigns, in all respects as if the original of this power of attorney had by me been deli~/er~d to them or it. Until Morgan, Hallgren, Crosswell & Kane, P.C. or its successor has; ~ writing, acknowledged receipt of a revocation ofthis instrument, Morgan, Hallgren, Crosswell ~& bane, P.C. or its successor may certify to any entity or person that this instrument has not been >iev~ked. 34. Miscellaneous. My agent shall have the authority to review and e~¢ec to all tax returns with the Internal Revenue Service between the years 1990 through 2020, and',in~luding all forms with numbers between 1 and 20,000, such as, but not limited to, Forms 1040, 7!09 band 2848. My agent shall also have the authority to cause my safe deposit box to be drilled in case the keys cannot be located and shall also have the power to change my domicile. 35. Construction. The powers granted herein shall be applicable to any one o~ all of my agents, whether acting jointly or individually. Wherever used in this document, the sin~ular shall be deemed to include the plural unless the context would clearly require an inteipr~ta~ion to the contrary. IN WITNESS WHEREOF, I }gave hereunto set my hand and seal to this Gen~ra~ Power of Attorney this ~ day of e~a~CV.~~~_, 2002, which is executed in duplicate copies, this being copy number ~_. WITNES ES PRESENT: 1~~~~ ' ~ C~ ~ (SEAL) PAULINE H. WICKENHEI$E I~ • . ~ r COMMONWEALTH OF PENNSYLVANIA ) ss: COUNTY OF LANCASTER ) ON THI5 _ ~~ day of F.,~,b~~„l,~r , 2002, before me, the undersigned officer, personally appeared CARL R. HALLG N, known to me (or satisfactorily prdven) to be a member of the bar of the highest court of said Commonwealth and a subscribing vvit~ess to the within instrument, and certified that he was personally present when P~Uf LINE H. WICKENHEISER, whose name is subscribed to the within instrument executed the se, and that said person has acknowledged that she executed the same for the purpose therein court ned. WITNESS my hand and Notarial seal the day and year aforesaid. NO'GARfAL SEAL SERNADETS'E ~A. ~pAST, Notary Public Notary Public City of Lancaster, t.araaste- ~ CornnMSaron E res Feb. 23, 2002 . . ACKNOWLEDGMENT EXECUTED BY AGENT I, PAULA M. DECK, have read the attached Power of Attorney of PAULINE H. WICKENHEISER and I am the person identified as the Agent for the Principal...., I hereby acknowledge that in the absence of a specific provision to the contrary in the Power df Attorney or in 20 Pa.C.S. when I act as Agent: I shall exercise the powers for the benefit of the Principal. I shall keep the assets of the Principal separate from my assets. I shall exercise reasonable caution and prudence. I shall keep a full and accurate record of all actions, receipts and disbursements op behalf of the Principal. mss'- ~ G~ PAULA M. DECK (Agent) (Date) . . ACKNOWLEDGMENT EXECUTED BY AGENT I, MICHAEL D. WICKENHEISER, have read the attached Power of Attorney of PAULINE H. WICKENHEISER and I am the person identified as the Agent for the Principal I hereby acknowledge that in the absence of a specific provision to the contrary in the Power of Attorney or in 20 Pa.GS. when I act as Agent: I shall exercise the powers for the benefit of the Principal. I shall keep the assets of the Principal separate from my assets. I shall exercise reasonable caution and prudence. I shall keep a full and accurate record of all actions, receipts and disbursements o~p behalf of the Principal. 02-~ ~' ~~ MICHAEL D. WICKENHEISER (Agent) (Date) ~ • • ACKNOWLEDGMENT EXECUTED BY AGENT I, STEVEN M. WICKENHEISER, have read the attached Power of Attorney of FAULINE H. WICKENHEISER and I am the person identified as the Agent for the Principal. '' I hereby acknowledge that in the absence of a specific provision to the contrary in the Power ofAittorney or in 20 Pa.C.S. when I act as Agent: I shall exercise the powers for the benefit of the Principal. I shall keep the assets of the Principal separate from my assets. I shall exercise reasonable caution and prudence. I shall keep a full and accurate record of all actions, receipts and disbursements onl behalf of the Principal. _ ~z~ 7 ~ STEVEN M. WICKENHEISER (Agent) (Date) EXHIBIT B __ _ ~ 1 ~R~Rr~nt.- 9/1/2010, 1:54pm :03yoa0az~* ~. 05/27/2009 0 000000750079090 ti This Is a LEGAL COPY d you ~ check Ytw can use it the same t~ o way You would use the arginat \ O check .. ~ o °o ~ $ no o ~ M1 M1 ~ O "~ Document Seq • 0 0 0527]~54b030127059b76 ° N o , ~ ? KNDtlFP09 o m v' 05/27/09 a ~ 0 u 9ssl.efiesttsriW ~e I~r tSt] 3 5 3 9 i'e. 3~: D 2 368 ~ 3ti ~~ ,gyp 2761 D~ ~ ~~' s+'! ~a of ~~~ . t~~ ~ - r vLw 2gsi L..., ° ~ ~ .~ Ec 030306 e9O , .. ~ SUSO ~ n ~' . ~ ~ O3O3Ob i 4 8 90 0 * _ ~ - ~ • ~ .tea o' _. . U1 '• •r v S A. ^ 111.~J PA11LW6 M. Nllp®INf~ oxao IAItNMt3.0 YHt9{ Pall xp rOwB.L OR UINCIIC16t t'A fiWt+'iY EXHIBIT C . , Country Meadows West Shore 3 4905 East Trindle Road Mechanicsburg, PA 17050 Telephone: (717) 761-8860 Resident Statement Date: 06/01/2009 Steven Wickenheiser 1020 Tinbridbge Lane Mechanicsburg, PA 17055 Re: Pauline Wickenheiser Account#: 87536 Balance Due: 3,259.76 Amount Enclosed DATE BALANCE FORWARD 05/27/2009 04/23/2009 04/26/2009 04/30/2009 05/07/2009 05/14/2009 05/17/2009 05/21/2009 05/28/2009 06/01/2009 PAYMENT Wash, Set Laundry Bldg.3 Wash, Set Haircut, Wash & Set West & Set, Manicure Laundry Bldg.3 Pharmacy Charges Windows Program Bldg.3 Room, Board and Services CURRENT MONTH CHARGES 14.00 2.00 19.00 27.00 26.00 2.00 106.10 350.00 3,128.00 CURRENT BALANCE DUE 3,a9©.66 (4,000.00) 3, 669'.10 3, 259'. 76 Thank you for choosing Country Meadows of West Shore 3.+ Please include the top portion of this bill with your payment by the 15th using the enclosed envelope. Make you check payable to Country Meadows Associates. For pharmacy questions please contact "Alert" direct at 1-B00-266-9954 Resident Name: Pauline Wickenheiser Account#: 87536 EXHIBIT D • • ,.. oast Research Type: Deposits Request Type: 09. Other Request Status: Closed SLA Timeline: 5 Research Fee Assessment: Charge account Charge Account: 1000729826 Mail Copies to Customer ^ Check to Mail Copies to Customer Address in System Address in SystemT: ila+quencter Info - Requester: Elizabeth M Garlick Phone: 717-909-0561 x21 Email: Elizabeth.Garlick@susquehanna.net Fax: Mali Code: 103 Department/Branch: Pennsboro Commons Office - (010103) Custamcr Irlf~arm~tion Bank: Susquehanna Bank Name: PAULINE H WICKENHEISER Address 1: 330 POWELL DRIVE Address 2: City: LANCASTER State: PA Zip: 17601-3968 Social Security Number: 201244001 Phone Number: 717-569-1757 Customer CIF#: W001703 . AGCOUt1~.Irt>rarmBtFOR Customer Account #: Teller Account #: Trar~ra~ction InforttistFpn - Date Written: Original Date Posted: Original Amount Posted: $0.00 Type of Debit: Check Number: Type of Credit: Ref # /Run Batch: AdtFitFonal Information Describe Request: Steven Wickenheiser, executor, is requesting copies Df all checks wridten between 08/01/2008 and 08/01/2009. It can be in PDF form. Would you let us know an estimated cost before completing research. If you have any further questions, 909-0561. Thanks, Elizabeth --Branch 103 Resotutian Adjustment Amount: $0.00 Research Specialist: Carpenter, Martha Customer Resolved: On 09/02/2010 2:04 PM, Martha (Martha) Carpenter set the custamer resolved status to "Yes". Amount of Time to Resolve: 0 Days 20 Hours 58 Minutes 7 Seconds ,~ ~ Addttional Resolved Email Sent To: Fed. Reference Number: ResglutiQn - Fie Assessment Collection Fee: $0.00 Statement Only Fee: $0.00 Statement Reconstruction Fee: $0.00 Additional Fees: $0.00 Minimum Account Assistance $10.00 Fee: Account Assistance Fee Per $0.00 Hour: Total Account Assistance Fee: $10.00 Total Hours: 0 Total Due: $10.00 7ota1 Paid: $10.00 Total Waived: $0.00 Account/ Check #: 10007298226 Date Paid: 9/2/2010 °t<Lesotution - +Copy Cfiarges # of Ffim Copies: on # of Pages: # of Imaged Copies: on # of Pages: # of Months of Statements: on # of Pages: Request:5ttettus/Resointion History ., . 9/1/2010 Garlick, Elizabeth'Urgent 5:06:24 PM M i ~.-, .,..... 9/1!2010 ;Carpenter, Open Urgent 6:03:43 PMMartha L , .. ,,.. 9/2(2010 .Carpenter, Closed I'm sending check images to branch 103. 2:04:32 PM Martha L ,.,. .. 9/2/2010 Carpenter, Closed Martha (Martha Car enter set the customer resolved status to p 2:04:32 PM 'Martha L „Yes" Additional Comment History There are no additional comments to view. • w d -r,~. -ter- ~---- - - .._. ~~ - ~ ~ QD-06-OD 00050623D2D0 a a 2716 PAULJNE X. 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TRIC UTILITIES 4 13,~~• 273 Z73 -. ~~ 1 ~~< . ___ . . . ~ . y .. . p5u. /®S3~- ~1.Y~03 P_~N. tL~~ 9 ` WWW3iii • 77;5.415 " :03-i`3O9'i~33:-07-3G8~34 O-i~77-2~i, QO-OO ~ci' -- ~ . 09108\2008 236823401 2722 144.00 '=-------"-"' • - SPntPmber 02. 2010 MCAR101470 ~ Page 1 of 8 ~- _ __ - - ___ -_ • ~ I ~~ ...777 - ___ „ o~'~iieooe trte~ot tts . E".. _ -`-... 111 744~j1 ~ ~ ~ acranu2n -_..~ ~ ~ N r E ~~ Y ~ , ~ ~ +Awate x. m r. `•......,,,.• , . . M:: .~:~~:": i II: 719• ~ L -- ' ~ eanseDS •i Pl~~~!+.llF~ GC~O'U2•: ~Sn Oq ~[ZYOM np 1739 viGY' l R Cat !C ~ -Wlinr+l ®E?4 ~ OCl'~90c:119160 ~ .. ~ tww+..oer L,-bt n 1 1_IL~iLd' I lird~' d. pO d pp 1 ;•~! ,,, U03 P3091 I. 2 ii8234 Oi+ 2724 ~ ( A, 99 _ 41:031309/231: 023G823401M 2724 +'00000 7 19 48.r ' - ~~ w ii ioe rotereratlllrww2Aa~a+ 09\2312008 236823401 2724 719.48 2729 PAUYNE N. WIC1iEfiHEN1ER m-ro 0?-29-UH OGG:r1 '' • -t USp F,h l_6057CFG ~' i2q P02re11 OR. uriDASTm,Pw Sreota2ee Dat~~ Q8 ~O~m , • OUOdi1E057890 i~ _'~ - t Pqy to the ~ qy~ 'r l~ ' c~ L..,-,r C lGK7v ~ .w+(>oL1Y ( /I~ Orde r of $ ~ Vim' //r/4' • ~ , - - . ' \_ 1 ~I~~ / Y - ~ ~L~ ~ ~ ,; ~/ ` ~' ,~I ~ ~ ~.LK lP OIIflrB ® C-'~. 267 Foreiq Chaek Cashed BI s1 ,000_00 PD ~1 1 ','~~ 1 ""AAA~~, :..: :.. ~ ^~ ' lit B 68EP2009 Sus@lA~QI~IDP 1~id ~ I.~alci~,k:o c ~: o ~L!!f4•rtP ,~sTJQo~°S- /l For x I ':'?ci:':3 f,::::0:.[ i?t' G _-. _.._. _ . 2:03 13D9 i 232: ^ 2 368 234 O LIP 2? 29 11'000^ LD0000+' _. _ } 1s{.__ 09\2912008 236823401 27291000.00 ... - ~ - - - PAUUNE H. WICKENHEISER or-m 2727 r.-. ~ _- - . - -, - _ twneA9r2o4 PA trama2m Dnte rfuva~ i''•::'C _'_: -~° :;^ c (~ / ~/ ~ ~ O~i~der ofe ~~J L.JI•Lf/N ~ LQNK SL'4/.1:' ~L/~/, (s/¢ $ `~~ 47/ '_ ~ _n ~o i ,,// AA C L ~ / ~~ ~ ~ . > _ _ r TiWCI_ta~ ~dlydll ~Y.i~ 00 :.~- Dollars ®ar.. 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For a:031309123~: 02 368234 OiT 2737 ,P000Oi269Li.1' ~ • ==~ia~_ssi;_r_•--=+• .. 10\22\2008 236823401 2737 1269.11 ~ ~ ~_ ~ - ~ • - PAUUIiE ~N. WICKENNEIiEN or-TO •.•.~ .. ... '. ..:'2731' •~ ~ 1 ~t• td-~~-OfI O707O317dD1F1~`l_1~'itY~ jlti~r7 ?41 moPOraBllaR. ~~/ ~i ,rauAU tAReA°TEn, PA tTpotae Dat1~T ~~o ° SUS4T=.~}e:~=?' d3.4?H.3 ~.y Ettit O'.: . rywtl,e ~ ~GEraTR/C 'GC?~Gii7C5 1 $ o?~ °%ri •':- _- - -- - `°:.1:_. = - `~ ~q ~/~, EIS a ~~ trtutG~4'Q7' ~?6••`a ~ ~~ '-,(~~D°ss°r° ®`' ~~t/eha/1np~ 4.duelwr,aMk1R ;: PPL •6'g3-50-gQp-O.3_ `, 6535086003..55 ELECTRIC UTILITIESR~d~30~Ij~a jHLY - (' t 295 295, 93 97~ 17 =-, ..........-.. / , ~j.~ ~~~~ ~~ ¢- y 1~i~a' =_= F ~' l~i"~ - --- - • - - 538 pp~~ 6sB~', 13RL'B9 or __ a:O3i3O9i23a: 02 368234 Oitr 273L ,rOOOOO288DD.~ _ '-' } .~,j:-, - • ......,_._ . .. .... ....... ......... .. , . ....... ...«.....W.~ f 10\2212008 236823401 2731 288.00 ``~`'• PAULINE H. 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