HomeMy WebLinkAbout09-09-10GUARDIANSHIP OF INCAPACITATED PERSO-l~i
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ESTATE OF Mary Dugan AN INCAPACITATI~D PERSON
ACCOUNT OF Keystone Guardianshi~Services _ _, GUARDIAN
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No. 21-OS-380 ~ °
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PETITION FOR ADJUDICATION / ~ ~
STATEMENT OF PROPOSED DISTRIBUTION a
PURSUANT TO Pa. O.C. Rale 6.9 O ~ '~
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This form may be used in all cases involving the Audit o, f the Account of a Guardian of the Estate
of an incapacitated person. If space is insufficient, riders may be attached. ',
IIVGLUDE ATTACHII~NTS AT THE BACK OF THIS FaVA'11[
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Name of Counsel: David H. Stone, E~uire
Supreme Court LD. No.: 39785
Name of Law Firm: Stone, LaFaver & Shekletski
Address: 414 Bridge Street. New Cumberland, PA 17070
Telephone: 717-774-7435
Fax: 717-774-3869
Fo.m oc-o3.ev. ro.ts.o6 Page 1 of 6
Estate Mar; Dugan An Incapacitated Person
1. Name(s) and address(es) of Petitioner(s):
Petitioner
Name: Keystone Guardianship Services
Address PO Box 804 115 W. Broad Street
Petitioner:
Elizabethville PA 17023
Emergenry Guardianship Order Apri124, 2005
2. Date of Adjudication of Incapacity: Permanent Order June 1, 2005
Date of Appointment as Guardian: {eys November 28, 2005
Attach copy(ies) of Decree(s). * Attachment "A"
3. A. Explain the reason for filing this Account (if incapacitated person has died, State date
of death, name and address of personal representative and of his or her counse~ and
attach a Short Certificate if available. If incapacitated person has been adjudged) to
have regained capacity, state date of Decree. If Account is filed for any other re~san,
state address of incapacitated person):
Date of Death of Mary Dugan -July 18, 2010
Last Will and Testament of Mary Dugan dated October 2, 2003 'k*Attachment "B"
Lee Phillip Stetler, Grandson named Executor
313 C Shady Lane, Enola, PA .17025 717-395-7474
A list of closest living relatives as known by the Guardian:
Sharon DeBuck, Daughter Terri Simeon, Daughter
2947 Innisbrook Circle 125 Mountain View Terrace
Marysville, TN 37801 Dover, Pa 17315
B. Have prior accountings been filed? .................................................................. ~es '~No
If yes, state accounting periods and dates of adjudication.
Nov 28, 2005 -March 31, 2006
April 1, 2006 -March 31, 2007
April 1, 2007 -March 31, 2008
April 1, 2008 -March 31, 2009
4. Describe in detail any questions requiring adjudication and state the position of the..
Petitioner(s) as to each question:
Form OC-03 re:~. 10. t 3.06 Page 2 of 6
Estate Mar; Dugan An Incapacitated Person
S. Written Notice of the Audit as required by Pa. O.C. Rules 6.3, 6.7 and 6.8 has beeb or will be
given to all parties in interest listed in item 6 below. In addition, notice of any questions
requiting adjudication as discussed in item 4 above has been or will be given to all
persons affected thereby.
A. If Notice has been given, attach a copy of the Notice as well as a list of the names
and addresses of the parties receiving such Notice.
B. If Notice is yet to be given, a copy of the Notice as well as a list of the, names and
addresses of the parties receiving such Notice shall be submitted at the Audit
together with a statement executed by a Petitioner or counsel certifying that such
Notice has been given.
C. If any such party in interest is not sui juris (e.g., minors or incapacitated persons},
Notice of the Audit has been or will be given to the appropriate representative on
such party's behalf as required by Pa. O.C. Rule 5.2.
6. List all parties of whom Petitioner has notice or knowledge, having or claiming any interest in
the estate, including the incapacitated person's heirs at law. This list shall:
A. State each party's relationship to the incapacitated person and the nature of each
party's interest(s):
•~_..._ ~..i ~.o-.~... ..o-'r..,.l. v,...... :,. ~ ~~...,..~ Aolm.n..~7.in nnl (`n.na~ano-e ilmn, ~ /no-<roeI
Terri Simeon 125 Mountain Daughter Heir by Law
View Terrace '.Beneficiary/Will
Dover, P11 17315
Shama De$uck Daughter Heir by Law
2947 Innisbrook Circle '..Beneficiary/Will
Marysville, TN 37801
Lee Phillip Steter, Grandson Grandson, Executor Executor
313 C Shady Lane, 'Beneficiary/Will
Enola, P~ 17025
l~ng~ela Daniel Steller Granddaughtez Beneficiary/Will
G12 Salem Road
Etters, Ply 17319
Keystone Guardianship Services Guardian of the Estate & Person of ~ ees/Cost,.
P O Box 804 Maty Dugan Re:Guardianship
Elizabethville P1117023 Services
Form Oc-o3 rev. 10. 13.06 Page 3 of 6
Estate Mary D~xgan An Incapacitated Person
B. Identify each party who is not sui juris (e.g., minors or incapacitated persons).
For each such party, give date of birth, the name of each Guardian and how each
Guardian was appointed. If no Guardian has been appointed, identify the next of
kin of such parry, giving the name, address and relationship of each.
7. Is the Court being asked to direct
the filing of a Schedule of Distribution? ............................................................................... ~'ea ~No
Fo-moaos,+~. io.is.oe Page 4 of 6
Estate Mary Dugan An Incapacitated Person
Wherefore, your Petitioner asks that distribution be awarded to the parties entitled and sluggests that the
distributive shares of income and principal (residuary shares being stated in proportions, not amdunts) areas
follows:
A. Income:
nopaaaD~(rl
Estate of :~1a1;vDeceased
B. PrincipaL•
n~ D~n~m(JI
Estate of :~far;~l, ,~ Deceased
Submitted By:
.a~~r/
100%
in
100%
Keystone Guardianship Services
N e of Petitioner: Constance E. Storieroad
Name of Petitioner:
Form OC-03 rev. 10.13.06 Page 5 of 6
Estate Marv Duman An Incapacitated Person
Verification of Petitioner
(Verification must be by at least one petitioner)
The undersigned hereby verifies that she, Constance E. Stoneroad, is the President bf the above-
named Keystone Guardianship Services, NPC. and that the facts set forth in the foregoing Petition for
Adjudication /Statement of Proposed Distribution which are within the personal knowledge of the
Petitioner are true, and as to facts based on the information of others, the Petitioner; after diligent
inquiry, believes them to be true; and that any false statements herein are made subject t~ the penalties
of 18 Pa. C.S. ~ 4904 (relating to unsworn falsification to authorities).
Keystone Guardianship Services
onstance E. Stoneroad, President
Certification of Counsel
The undersigned counsel hereby certifies that the foregoing Petition for Adjudication /
Statement of Proposed Distribution is a true and accurate reproduction of the form Petition
authorized by the Supreme Court, and that no changes to the form have been made beyond the
responses herein.
Fa-n. oc~3 s~ ro. rs.~ Page 6 of 6
IN RE: : IN THE COURT OF COMMON PLEAS OF
OF CiTMBERLAND COUNTY, PENNSYLVANIA
MARY DUGAN, :ORPHANS' COURT DIVISION
An alleged incapacitated person
N0.21-05-3$0
ORDER OF COURT
AND NOW, this ~ day of November, 2005, after a hearing, the Court approves
the withdrawal of Pennsylvania Guardianship Association as Permanent Plenary
Guardian of the Estate of Mary Dugan and hereby appoints Keystone Guardianship
Services as Permanent Guardian of the Estate of Mary Dugan.
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A. Hess,
CC: Anthony L. DeLuca, Esquire
Attorney for the Area Agency on Aging
James Nelson, Esquire
Court Appointed for Mary Dugan
Mark E. Halbruner, Esquire
Attorney for Terri Simeon
Nancy Mayer Hughes, Esquire
Attorney for Pennsylvania Guardianship Association
Area Agency on Aging
A TRUE COPY FROM RECORD
In Taain'ronY whatof,l hereur~
sat my hand and the seal
of Court at Carlisle, PA
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"! gstk of the Orpharn Cou
G~rnberland
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G. PATRICS O'CONNOR
ATTORNEY AT LAW
'~- 3105 OLD GETTYSBURG ROAD ''
CAMP FALL, PENNSYLVAIVZA 17011-7`LOS
TELEPHONE: '717-737-7760
.Carp ~C. ~ugatt
I, MARY C. DUGAN, currently of 308 Mount Allen Drive, Mechanicsburg.
Cumberland County, Pennsylvania ,being of sound and disposing mind, do make, publish
j and declare this as and for my last Will and Testament, hereby revoking any and all Wills
and Codicils by me at any time heretofore made.
FIRST: I direct that all my just debts, funeral expenses and inheritance taxes be
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paid by my hereinafter named Executor or Executrix as soon after my decease as may
conveniently be done.
SECOND: I give, devise and bequeath my Havilland china service for twelve to
be divided equally between my daughters, Sharon DeBuck and Terri Simeon.
THIRD: I give, devise and bequeath my complete gun collection and all of my
tools to my grandson, Lee Phillip Stetler.
FOURTH: I give, devise and bequeath my piano to my granddaughter, Angela
Daniel Stetler.
FIFTH: I direct that my residence at 308 Mt. Allen Drive, Mechanicsburg, be
sold and the proceeds be divided equally by my daughters, Terri Simeon and Sharon
DeBuck. I direct that the furnishings in the residence shall be divided as my daughters
shall mutually agree. In the event that my daughters cannot agree, the division of
furnishings shall be decided by my executor or executrix.
SIXTH: I give, devise and bequeath all of the rest, residue and remainder of my
estate to be divided equally between my two daughters, Sharon DeBuck and Terri
Simeon. In the event that Terri Simeon should predecease me or fail to survive me by
thirty days, I give, devise and bequeath her share of my estate to be divided equally
between my grandchildren, Lee Phillip Stetler and Angela Daniel Stetler. In the event
that Sharon DeBuck should predecease me or fail to survive me by thirty days, I give,
devise and bequeath her share of my estate t~ T ee Ph;il;n crP+tP,-
iciiiuuiic.
IN WITNESS WHEREOF, I, MARY C. DUGAN, have to this, my last Wi11
and Testament, contained on this page and the foregoing two (2) pages, set my hand and
seal, this 2nd day of October, 2003.
;.
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MANY C. DUGAN
(a) To exercise any corporate stock options;
(b) To retain any property received by them, including the stock of any
corporate fiduciary acting hereunder;
(c) To sell real estate for any purpose, publicly or privately, for such prices
and on such terms as they deem proper, without liability to the purchasers to see to
~ application of the purchase monies;
'I (d) To compromise controversies;
(e) To distribute in cash or kind or both at such valuations as they may fix;
(f) To distribute property passing to a minor under this will either to the minor
or to any person to hold for a minor;
(g) To sell articles passing to a minor under this Will if the Executor or
Executrix in his or her sole discretion considers such articles unsuitable for a minor.
LASTLY: Words used in the singular may be read to include the plural or the
plural may be read as the singular. Similarly, the masculine form may be read to include
the masculine and neuter; and the neuter may be read to include the masculine and
feminine.
IN WITNESS WHEREOF, I, MARY C. DUGAN, have to this, my last Will
and Testament, contained on this page and the foregoing two (2) pages, set my hand acid
seal, this 2nd day of October, 2003.
,,-
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MARY C. DUGAN
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
I, MARY C. DUGAN, the testator whose name is signed to the attached or
foregoing instrument, having been duly qualified according to law, do hereby
acknowledge that I signed and executed the instrument as my Last Will; that I signed it
willingly and as my free and voluntary act for the purposes therein expressed.
,.
MA'RY'C. DUGAN
Sworn to or affirmed and acknowledged before me by MARY C. DUGAN, the
testator, this 2nd day of October, 2003.
NOTARY
~d07ARlAL SEAL
-NiLLIAf1ii ! . ORUi3B, Notary public
LowerANen "iv~p., Cumberland County
My Comrnisaion Expires Aug. 13, '~(l5
r L_
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS
COUNTY OF CUMBERLAND
WE, G. PATRICK O'CONNOR and LINDA S. MINNICK, the witnesses whose
names are attached to the foregoing instrument, being duly qualified according to law,'', da
hereby declare to the undersigned authority that the Testator signed and executed the
~ instrument as his last Will and Testament and that he had. signed willingly and that he
~ executed it as his free and voluntary act for the purposes therein expressed, and that ~aich
of the witnesses, in the presence and hearing of the Testator, signed the Will as witnesses
and that to the best of their knowledge, the Testator was at the time eighteen (18) years of
~ age or older, of sound mind and under no constraint of undue influence.
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G. PATRICK O'CONNOR, WITNESS
LINDA S. MINNICK,` WITNESS
Sworn to or affirmed and acknowledged before me by G. PATRICK O'CONNOIR
and LINDA S. MINNICK, the witnesses, this 2nd day of October, 2003.
NOTARY
~ I Nr-i ILL /L~~-1L
WIt.! IA~A/l L. GRU86, Notary Public
lower Allen Tipp., Cumberland County
My Commission Expires Aug. 13, 2005
-- ,_ i
IN RE:
MARY DUGAN,
An Alleged Incapacitated Person
IN THE COURT OF COMMON PLEAS OF
DAUPHIN COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
:21-05-380
ORDER
AND NOW, , 2010, notice as set forth in Certification, having beef given of the
filing of the First and Final Account in the above-captioned matter, and of the call the>teof for audit,
and no objections having been file, the account is hereby confirmed and distributidn decreed in
accordance with the proposed Schedule of Distribution.
This is a nisi order which shall become absolute as of course unless written exceptions
are filed within ten (10) days after the date of the filing thereof.
FOR THE COURT,
BY:
Distribution:
)•
David H. Stone, Esquire
Stone, LaFaver & Shekletski
414 Bridge Street
New Cumberland, PA 17070
Constance E. Stoneroad
Keystone Guardianship Services
P O Box 804 - 115 W. Broad Street
Elizabethville, PA 17023
IN RE: : IN THE COURT OF COMMON PLEAS OF
:DAUPHIN COUNTY, PENNSYLVANIA
MARY DUGAN, :ORPHANS' COURT DIVISION
An Alleged Incapacitated Person : 34-OC-2007
SCHEDULE OF PROPOSED DISTRIBUTION
TO: Estate of MARY DUGAN, Deceased:
HNB General Checking $ 5,134.79
HNB Savings $ 5,622.32
HNB VA Checking $ 3,291.61
Melpezzi Funeral Home prepaid burial reserve 4 9 .00
Total
$ 19,036.7$
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In the Court of Common Pleas of Cumberland County, Pennsyl' ania
Orphans' Court Division
File No. 21-05-380
Mary Dugan
,FIRST AND FINAL ACCOUNT
Constance E. Stoneroad, President
Keystone Guardianship Services
Date of Incapacity, if any:
Date of First Receipt of Funds:
11/28/2005
11/28/2005
Accounting for the period: 11/29/2005 to 7/31/2!010
Purpose of Account: Constance E. Stoneroad, President
Keystone Guardianship Services offers this Account to acquaint interested parties
with the transactions that have occurred during the Administration.
It is important that the Account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
DAVID STONE, ESQUIRE
STONE, LAFAVER & SHEKLETSKI
414 BRIDGE STREET
POST OFFICE BOX E
NEW CUMBERLAND, PA 17070
717-774-7435
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FINAL REPORT OF GUARDIAN
OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Marv Dugan , an Incapacitated Person
No. 21-05-380
I. INTRODUCTION
Keystone Guardianship Service ,was appointed
®Plenary ^ Limited Guardian of the Estate by Decree of Judge Hess , J.,
dated 11/28/2005
^ A. This is the Annual Report for the period from ,
to (the "Report Period"); or
® B. This is the Final Report for the period from November 29 2005
to Jul 31 2010 (the "Report Period"), and is filed
for the following reason:
1. The death of the Incapacitated Person. Date of death: 7/12/201
Name of Personal Representative:
2. The Guardianship was terminated by the Court by Decree of
J., dated
Page 1 of 5
Estate of Marv Dusan , an Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $92,885.88
B. State the value(s) of income and principal assets at the
beginning of the Report Period. (Same as Inventory if first
otherwise, ending balance from last Report.)
Principal $92,885.88
Income $.00
C. Additional Principal Received $440.69
D. What is the total amount of income earned during the
Report Period? $172,013.24
E. What is the total amount of income and principal
spent for all purposes during the Report Period? $(7,46,303.09)
F. What are the balances remaining at the end of the Report
Period?
1. Principal: $17,358.40 ~
2. Income: $1,678.32
3. Total of Principal and Income: $19,036.72
III. ADDITIONAL INFORMATION
(If more space is needed, please attach additional pages)
A. Principal
I . How is the principal balance listed above currently invested?
(Please specify, e.g., real estate, certificates of deposit,
restricted bank accounts, etc.):
HNB Checking #210999081 $5134.79
HNB Savings #210951721 $5,(1100.00
HNB VA Checking #213825810 $2,;25.61
Malpezzi Funeral Home reserve $49 8.00
Total Principal Balance: $17,3G8.40
Page 2 of 5
~i-
Estate of Marv Dusan , an Incapacitated Person
2. Have there been any expenditures from the principal
during the Report Period? .............................................................. ~ Yes ^ No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? .............. ~ Ye5 ^ No
b. List purpose and amount of expenditures:
All principal used is transferred to Income.
Total transfers for this period is $75,968.17.
c. Was Court approval received prior to
expending the principal? ...................................................... ~ Yes ^ No
3. Were additional principal assets received during the
Report Period which were not included in the
Inventory or a prior Report filed for the Estate? .......................... ®1Yes ^ No
If yes:
a. Was Court approval requested prior to
receiving the additional principal? ..................................
b. State the sources and amounts of the
additional principal received:
American General Life Policy #6007
B. Income
1. State sources and amounts of income received during
the Report Period (e.g., Social Security, pension, rents,
etc.):
Interest Income
DFAS -Army Annuity
US Treasury -Civil Service
US Treasury - VA Pension
US Treasury -Social Security
Refund of payments
Federal Taz refunds
Total income received during Report Period:
^ 'Yes ®No
$#40.69
S4,{l~ 1.71
$20,~~1.00
572,~'~9.35
$31, X3.00
$4,~S.AO
$3,~42.18
$14,f7~V1.00
$172,1013.24
Page 3 of 5
Estate of Marv Dugan , an Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
HNB Savings #210951721 $$212.32
HNB VA Checking #213825810 $1,(1516.00
Total Income Balance $1,6718.32
C. Expenses for Care and Maintenance
Specify what expenditures were made from the principal and
income for the care and maintenance of the Incapacitated
Person (e.g., clothing, nursing home, medicine, support, etc.):
Alert Pharmacy $7,1!5.30
Dental Health of Silver Springs $20.58
Hartzell Eye Care $ 0.00
MD at Home $72.71
Metro Med Services $~.g6.20
Mobile X-ray Imaging $1l~6.49
Priscilla Witman, Cumberland Cty AAA $1,35.19
ROBC $220, 13.76
West Shore EMS $1,947.66
Total Expenses for Care and Maintenance: $231,~7~7.89
D. Other Expenditures
Specify what other expenditures were made during the Report
Period. (Do not include any items stated in response to
question C above.)
AGLA insurance $~~3.23
Clerk of Courts X5.00
Custer & Faust, Accountants $~l~'S.00
Halifax National Bank -check charge X8.12
Insurance $~.77
Keystone Guard. Costs & reimbursements $1,~ 6.83
PNC Bank $~~4.00
Register of Wills $95.00
Total for Other Expenditures: $2,~~3.95
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Court
Amount Method of Determination Approvc~l!Obtained
$12.861.25 Fees ($50.00 Qer hour) '^ Yes ^ No
Page 4 of 5
Estate of Marv Dugan , an Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
N/A ^ Yes ^ No
^ Yes ^ No
I verify that the foregoing information is correct to the best of my knowledge,
information and belief, and that this Verification is subject to the penalties of 18 Pa.C.S. §'' 4904
relative to unsworn falsification to authorities.
~ aoro
Date
,~
Signature of Guardian of the Estate
Constance E. Stoneroad
Name of Guardian of the Estate (type or print)
PO Box 804
Address
Ehzabethville. PA 17023
City, State, Zip
717-674-5757 or 717-265-4056
Telephone
Notes:
Page 5 of 5
Mary Dugan
assETs
Income- HNB Savings X1210951721
incame- HNB VA Checking #213825810
Principal- HNB Checking X210999081
Principal- HNB Savings #210951721
Principa!- HNB VA Checking #213825810
Malpezzi Funeral Home
TOTAL ASSETS
LIABILITIES
TOTAL LIABILITIES
SHAREHOLDER'S EQUITY
Assets at time of Appointment
Assets discovered after Appointment
Current Earnings
TOTAL EQUITY
TOTAL LIABILITIES & EQUITY
BALANCE SHEET
as at Jul 31 2410
7u1 31 2010
622.32
1,056.00
5,134.79
5,000.00
2,235.61
4,988.00
19,036.72
92,885.88
440.69
(74,2$9.85)
19,036.72
19,036.72
Mary Dugan
INCC)ME STATEMENT
far Period
To ~u~y ~1 ~oio
INCOME
Interest Income
DFAS -Army Annuity
US "freasury -Civil Service
US Treasury - VA Pension
US Treasury -Social Security
Retund of Payment
Federal tax return
TOTAL INCOME
EXPENSES
Nursing Home Expenses
Medical
Keystone Services Cast
Keystone Services Fees
Household Expenses
TOTAL EXPENSES
INCOME j {LOSS)
3u1 31 2010
4,411.71
2x,841.00
72,579.35
57.,423.x0
4,a45.aa
3,942.7.5
14,771.Oa
172,013.24
216,328.95
9,790.96
2, 5 1.6.83
1.1,461.25
6,2x5.10
246,3a3.a9
(74,289.85)
AP ~"rartsaCt~ons $ Mary Cl~lC~an
To July 31 2010
Open
Closed
AGLA
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ldendt~r
Date Invoice [>ecritian "focal Palclf
01-31-2006 Check #1003 213.23 213.23
Z9,2 Z~3.Z
01-31-2006 Check #1002 96.99 96.99
03-07-2006 Check #1006 63.35 63.35
03-29-2006 Check # 1011 91.46 91.46
05-ii-2006 Check #8452 137.47 137.47
05-25-2006 Check #8455 61.03 61.03
06-27-2006 Check #1014 126.83 126.83
08-07-2006 Check #8460 128.33 128.33
08-30-2006 Check #8463 45.95 45.95
09-20-2006 Check #1019 157.92 157.92
ii-01-2006 Check #1022 62.54 62.54
ii-03-2006 Check #1024 134.92 134.92
11-28-2006 Check #1028 101.45 101.45
01-24-2007 Check #8472 119.87 119.87
02-26-2007 Check #1033 109.74 109.74
03-22-2007 Check #1036 106.25 106.25
04-28-2007 Check #1042 127.12 127.12
05-22-2007 Check #8475 96.54 96.54
06-28-2007 Check #1047 109.00 109.00
07-31-2007 Check #1049 103.63 103.63
08-27-2007 Check #1051 24.43 24.43
09-27-2007 Check #1055 87.98 g7.9g
10-29-2007 Check #1058 91.83 91.83
11-26-2007 Check #1061 110.44 110.44
12-27-2007 Check #1063 120.07 120.07
01-23-2008 Check #1066 107.86 107.86
03-05-2008 Check #8480 115.44 115.44
04-01-2008 Check #1070 111.96 111.96
05-07-2008 Check #8484 102.79 102.79
05-29-2008 Check # 1074 275.33 275.33
06-25-2008 Check #8486 285.88 285.88
07-28-2008 Check # 1077 299.32 299.32
09-03-2008 Check #1079 368.56 368.56
09-29-2008 Check #1083 148.50 148.50
10-31-2008 Check #1087 101.35 101.35
12-02-2008 Check #1090 99.90 99.90
12-24-2008 Check #1092 110.57 110.57
02-03-2009 Check #1095 94.05 94.05
02-25-2009 Check #1096 96.78 96.78
03-24-2009 Check #1099 118.60 118.60
04-29-2009 Check #1103 115.94 115.94
05-27-2009 Check # 1105 115.07 115.07
06-23-2009 Check #1107 122.06 122.06
08-12-2009 Check #1110 263.64 263.64
09-17-2009 Check #1114 191.28 191.28
10-07-2009 Check # 1117 158.48 158.48
11-11-2009 Check #1119 ~ 139.34 139.34
12-04-2009 Check #1121 150.96 150.96
12-23-2009 Check #1122 163.40 163.40
__~
,, ,__ _
_-
Alert Pharmacy 01-26-2010 Check #1124 164.22 164.22
Alert Pharmacy 02-25-2010 Check #1126 177.40 177.40
Alert Pharmacy 04-08-2010 Check #1131 154.20 154.20
Alert Pharmacy 04-26-2010 Check #1132 160.94 160.94
Alert Pharmacy 05-27-2010 Check #1136 200.47 200.47
Alert Pharmacy 07-08-2010 Check #1139 185.87 185.87
7a~. ~`r .i,.
Clerk of Courts 04-25-2007 Check #1041 5.00 5.00
a,00 .~l
Custer & Faust OS-25-2006 Check #8453 75.00 75.00
Custer & Faust 04-03-2007 Check #1037 100.00 100,00
Custer & Faust 04-14-2008 Check #8482 100.00 100.00
Custer & Faust 04-14-2009 Check #1101 100.00 100.00
Custer & Faust 03-23-2010 Check #1129 100.00 100.00
47>,00 47xt10
Dental Health of Silver Springs 11-21-2006 Check #8468 20.00 20.00
Dental Health of Silver Springs 11-30-2006 Check # 1025 45.00 45.00
Dental Health of Silver Springs 01-08-2007 Check # 1029 62.00 62.00
Dental Health of Silver Springs 02-25-2008 Check # 1068 39.58 39.58
Dental Health of Silver Springs 08-21-2008 Check #1078 17.00 17.00
Dental Health of Silver Springs 03-06-2009 Check #1098 39,00 39.00
Dental Health of Silver Springs 09-17-2009 Check #1115 29.00 29.00
Dental Health of Silver Springs 03-08-2010 Check #1128 29.00 29.00
2801.58 28
Halifax National Bank 04-13-2008 Auto Deduction 8.12 8.12
8,l.2 8.2
Hartzell Eye Care 01-02-2007 Check #1027 20.00 20.00
2(3,t~C!
Insurance -auto deducted 12-05-2005 Auto deduction 9.00 9.00
Insurance -auto deducted 03-03-2006 Auto deduction 9.00 9.00
Insurance -auto deducted 06-06-2006 Auto Deduction 9.00 9.00
Insurance -auto deducted 09-06-2006 Auto Deducted 9.00 9.00
Insurance -auto deducted 12-05-2006 Auto Deduction 9.00 9.00
Insurance -auto deducted 03-03-2010 Check #1127 1.77 1.77
46,77 46.77
Keystone Guardianship -Costs 02-09-2006 Check #1004 64.84 64,84
Keystone Guardianship -Costs 05-11-2006 Check #1013 87.54 87.54
Keystone Guardianship -Costs 06-06-2006 Check #8456 8.51 8.51
Keystone Guardianship -Costs 08-04-2006 Check #8459 4.80 4.80
Keystone Guardianship -Costs 08-16-2006 Check #8461 1.71 1.71
Keystone Guardianship -Costs 09-12-2006 Check #8464 & 5 0.93 0.93
Keystone Guardianship -Costs 09-29-2006 Check #1020 10.32 10.32
Keystone Guardianship -Costs 12-01-2006 Check #8469 1.56 1.56
Keystone Guardianship -Costs 01-02-2007 Check #8471 0.39 0.39
Keystone Guardianship -Costs 02-01-2007 Check #1031 3.42 3.42
Keystone Guardianship -Costs 03-01-2007 Check #1034 13.77 13.77
Keystone Guardianship -Costs 04-05-2007 Check #1038 3.30 3.30
Keystone Guardianship -Costs 05-08-2007 Check #1043 6.57 6.57
Keystone Guardianship -Costs 06-12-2007 Check #1045 1.64 1.64
Keystone Guardianship -Costs 07-24-2007 Check #8476 0.82 0.82
Keystone Guardianship -Costs 08-13-2007 Check #1050 0.82 0.82
Keystone Guardianship -Costs 09-04-2007 Check #8477 0.82 0.82
Keystone Guardianship -Costs 10-01-2007 Check # 1056 0.56 0.56
Keystone Guardianship -Costs 11-07-2007 Check #1059 2.77 2.77
Keystone Guardianship -Costs i1-30-2007 Check #1062 0.41 0.41
~ TTY _ ,_
01-03-2008 Check #1064 0.82
Keystone Guardianship -Costs 02-04-2008 Check #1067 1.32
Keystone Guardianship -Costs 03-03-2008 Check #8479 0.82
Keystone Guardianship -Costs 04-03-2008 Check #1071 5.62
Keystone Guardianship -Costs OS-05-2008 Check #8483 6.98
Keystone Guardianship -Costs 06-05-2008 Check #8485 810.05
Keystone Guardianship -Costs 07-02-2008 Check #1076 6.24
Keystone Guardianship -Costs 08-04-2008 Check #8487 0.99
Keystone Guardianship -Costs 09-04-2008 Check #1080 1.71
Keystone Guardianship -Costs 10-02-2008 Check #1084 3.75
Keystone Guardianship -Costs 11-07-2008 Check #1088 2.13
Keystone Guardianship -Costs 12-02-2008 Check #1089 0.42
Keystone Guardianship -Costs 01-06-2009 Check #1093 1.41
Keystone Guardianship -Costs 02-03-2009 Check #1094 0.42
Keystone Guardianship -Costs 03-04-2009 Check #1097 2.40
Keystone Guardianship -Costs 04-07-2009 Check #1100 4.83
Keystone Guardianship -Costs 05-04-2009 Check #1104 5.82
Keystone Guardianship -Costs 06-09-2009 Check #1106 4.56
Keystone Guardianship -Costs 07-06-2009 Check #1108 0.15
Keystone Guardianship -Costs 07-31-2009 Check #1109 1.53
Keystone Guardianship -Costs 09-03-2009 Check #1113 1.76
Keystone Guardianship -Costs 10-05-2009 Check #1116 1.82
Keystone Guardianship -Costs 11-03-2009 Check #1118 3.92
Keystone Guardianship -Costs 12-01-2009 Check #1120 ' 1.18
Keystone Guardianship -Costs 01-03-2010 Check #1123 4.26
Keystone Guardianship -Costs 02-04-2010 Check #1125 1.18
Keystone Guardianship -Costs 04-06-2010 Check #1130 11.93
Keystone Guardianship -Costs 05-06-2010 Check #1134 1.32
Keystone Guardianship -Costs 06-04-2010 Check #1137 7.55
Keystone Guardianship -Costs 07-02-2010 Check #1138 1.22
Keystone Guardianship -Costs 07-31-2010 Check #1141 3.22
1.,116,8
Keystone Guardianship -Fees 02-09-2006 Check #1004 780.00
Keystone Guardianship -Fees 05-11-2006 Check #1013 1,220.00
Keystone Guardianship -Fees 06-06-2006 Check #8456 185.00
Keystone Guardianship -Fees 08-04-2006 Check #8459 100.00
Keystone Guardianship -Fees 08-16-2006 Check #8461 80.00
Keystone Guardianship -Fees 09-12-2006 Check #8464 & 5 199.07
Keystone Guardianship -Fees 09-29-2006 Check #1020 189.68
Keystone Guardianship -Fees it-O1-2006 Check #8467 200.00
Keystone Guardianship -Fees 12-01-2006 Check #8469 200.00
Keystone Guardianship -Fees 01-02-2007 Check #8471 200.00
Keystone Guardianship -Fees 02-01-2007 Check #1031 205.00
Keystone Guardianship -Fees 03-01-2007 Check #1034 320.00
Keystone Guardianship -Fees 04-05-2007 Check #1038 200.00
Keystone Guardianship -Fees 05-08-2007 Check #1043 315.00
Keystone Guardianship -Fees 06-12-2007 Check #1045 200.00
Keystone Guardianship -Fees 07-24-2007 Check #8476 200.00
Keystone Guardianship -Fees OS-13-2007 Check #1050 200.00
Keystone Guardianship -Fees 09-04-2007 Check #8477 200.00
Keystone Guardianship -Fees 10-01-2007 Check #1056 200.00
Keystone Guardianship -Fees 11-01-2007 Check #1059 285.00
Keystone Guardianship -Fees 11-30-2007 Check #1062 200.00
Keystone Guardianship -Fees OS-03-2008 Check #1064 265.00
Keystone
- _ Guardianship -Fees
_ __ 02-04-2008 Check #1067 200.00
'I
0.82
1.32
0.82
5.62
6.98
810.05
6.24
0.99
1.71
3.75
2.13
0.42
1.41
0.42
2.40
4.83
5.82
4.56
0.15
1.53
1.76
1.82
3.92
1.18
4.26
1.18
11.93
1.32
7.55
1.22
3.22
1.r~.16»
780.00
1,220.00
185.00
100.00
80.00
199.07
189.68
200.00
200.00
200.00
205.00
320.00
200.00
315.00
200.00
200.00
200.00
200.00
200.00
285.00
200.00
265.00
200.00
03-03-2008 Check #8479 200.00 200.00
Keystone Guardianship -Fees 04-03-2008 Check #1071 200.00 200.00
Keystone Guardianship -Fees 05-05-2008 Check #8483 235.00 235.00
Keystone Guardianship -Fees 06-05-2008 Check #8485 200.00 200.00
Keystone Guardianship -Fees 07-02-2008 Check #1076 200.00 200.00
Keystone Guardianship -Fees 08-04-2008 Check #8487 200.00 200.00
Keystone Guardianship -Fees 09-04-2008 Check # 1080 200.00 200.00
Keystone Guardianship -Fees 10-02-2008 Check #1084 200.00 200.00
Keystone Guardianship -Fees i1-24-2008 Check #1088 200.00 200.00
Keystone Guardianship -Fees 12-02-2008 Check #1089 200.00 200.00
Keystone Guardianship -Fees 01-06-2009 Check #1093 200.00 200.00
Keystone Guardianship -Fees 02-03-2009 Check #1095 200.00 200.00
Keystone Guardianship -Fees 03-04-2009 Check #1097 200.00 200.00
Keystone Guardianship -Fees 04-07-2009 Check #1100 200.00 200.00
Keystone Guardianship -Fees 05-04-2009 Check #1104 265.00 265.00
Keystone Guardianship -Fees 06-09-2009 Check #1106 280.00 280.00
Keystone Guardianship -Fees 07-06-2009 Check #1108 200.00 200.00
Keystone Guardianship -Fees 07-31-2009 Check #1109 200.00 200.00
Keystone Guardianship -Fees 09-03-2009 Check #1113 200.00 200.00
Keystone Guardianship -Fees 10-05-2009 Check #1116 200.00 200.00
Keystone Guardianship -Fees 11-03-2009 Check #1118 200.00 200.00
Keystone Guardianship -Fees 12-01-2009 Check 31120 200.00 200.00
Keystone Guardianship -Fees 01-03-2010 Check #1123 200.00 200.00
Keystone Guardianship -Fees 02-04-2010 Check #1125 200.00 200.00
Keystone Guardianship -Fees 03-03-2010 Check #1127 200.00 200.00
Keystone Guardianship -Fees 04-06-2010 Check #1130 375.00 375.00
Keystone Guardianship -Fees 05-06-2010 Check # 1134 200.00 200.00
Keystone Guardianship -Fees 06-04-2010 Check #1137 200.00 200.00
Keystone Guardianship -Fees 07-02-2010 Check #1138 200.00 200.00
Keystone Guardianship -Fees 07-31-2010 Check #1141 362.50 362.50
MD at Home OS-27-2010 Check #1135 22.71 22.71
22.71. 22„~
Metro Med Services 08-12-2009 Check #1111 106.20 106.20
106.20 iC~,2f3
Mobile Xray Imaging 07-26-2006 Check # 1015 33.34 33.34
Mobile Xray Imaging 01-02-2007 Check #1026 41.24 41.24
Mobile Xray Imaging 06-01-2007 Check #1044 77.36 77.36
Mobile Xray Imaging 10-31-2008 Check #1086 34.55 34.55
7Lf36.43 1.86.49
PNC Bank 12-05-2005 Auto d eduction 2.00 2.00
PNC Bank 01-30-2006 Auto d eduction 2.00 2.00
PNC Bank 03-17-2006 Auto d eduction drill safety deposit box 100.00 100.00
104.OU 14.Of~
Priscilla Witman, Cumberland County AAA 03-13-2006 Check #1008 39.49 39.49
Priscilla Witman, Cumberland County AAA 07-28-2006 Check #1016 45.70 45.70
Priscilla Witman, Cumberland County AAA 09-20-2006 Check #1018 250.00 250.00
Priscilla Witman, Cumberland County AAA 09-27-2007 Check #1053 250.00 250.00
Priscilla Witman, Cumberland County AAA 05-29-2008 Check #1075 200.00 200.00
Priscilla Witman, Cumberland County AAA 09-22-2008 Check #1081 300.00 300.00
Priscilla Witman, Cumberland County AAA 08-24-2009 Check #1112 300.00 300.00
1,~85,1=J 1,85,19
Register of Wills 03-10-2006 Check #1007 5.00 5.00
Register of Wills 05-04-2006 Check #1012 30.00 30.00
Register of Wills 04-11-2007 Check #1039 15.00 15.00
~~
04-ii-2007 Check #1040 15.00 15.00
Register of Wills 04-07-2008 Check #8481 15.00 15.00
Register of Wills 04-22-2009 Check #1102 15.00 15.00
95,00 9;5.00
ROBC 01-27-2006 Check #1001 10,500.51 10,500.51
ROBC 02-20-2006 Check #1005 3,717.35 3,717.35
ROBC 03-23-2006 Check #1010 3,654.35 3,654.35
ROBC 04-25-2006 Check #8451 3,691.35 3,691.35
ROBC OS-25-2006 Check #8454 3,689.35 3,689.35
ROBC 06-27-2006 Check #8457 3,678.70 3,678.70
ROBC 07-20-2006 Check #8458 3,732.35 3,732.35
ROBC 08-26-2006 Check #8462 3,660.00 3,660.00
ROBC 09-20-2006 Check #1017 3,693.52 3,693.52
ROBC i1-01-2006 Check #1021 3,793.00 3,793.00
ROBC 11-21-2006 Check #1023 3,822.00 3,822.00
ROBC 12-21-2006 Check #8470 3,776.00 3,776.00
ROBC 01-22-2007 Check #1030 3,806.00 3,806.00
ROBC 02-22-2007 Check # 1032 3,809.00 3,809.00
ROBC 03-22-2007 Check #1035 3,789.00 3,789.00
ROBC 04-20-2007 Check #8473 3,784.81 3,784.81
ROBC 05-21-2007 Check #8474 3,811.61 3,811.61
ROBC 06-28-2007 Check #1046 3,759.00 3,759.00
ROBC 07-24-2007 Check #1048 3,856.00 3,856.00
ROBC 08-27-2007 Check #1052 3,826.00 3,826.00
ROBC 09-27-2007 Check #1054 3,781.68 3,781.68
ROBC 10-24-2007 Check #1057 3,887.22 3,887.22
ROBC 11-19-2007 Check #1060 3,837.46 3,837.46
ROBC 12-27-2007 Check #8478 3,852.68 3,852.68
ROBC 01-23-2008 Check #1065 3,856.94 3,856.94
ROBC 02-25-2008 Check #1069 3,869.61 3,869.61
ROBC 04-07-2008 Check #001 3,937.16 3,937.16
ROBC 04-22-2008 Check #002 3,843.61 3,843.61
ROBC 05-22-2008 Check #101 3,924.22 3,924.22
ROBC 06-19-2008 Check #102 3,912.41 3,912.41
ROBC 07-24-2008 Check #103 3,866.56 3,866.56
ROBC 08-20-2008 Check #104 3,889.02 3,889.02
ROBC 09-25-2008 Check #105 4,007.14 4,007.14
ROBC 10-31-2008 Check #106 4,100.87 4,100.87
ROBC i1-24-2008 Check #107 4,099.14 4,099.14
ROBC 12-24-2008 Check #108 4,097.41 4,097.41
ROBC 01-22-2009 Check #109 4,093.53 4,093.53
ROBC 02-25-2009 Check #110 4,143.17 4,143.17
ROBC 03-19-2009 Check #111 4,094.77 4,094.77
ROBC 04-22-2009 Check #112 4,096.52 4,096.52
ROBC 05-27-2009 Check #113 4,094.49 4,094.49
ROBC 06-23-2009 Check # 114 4,142.78 4,142.78
ROBC 07-20-2009 Check #115 4,076.10 4,076.10
ROBC 08-24-2009 Check # 116 4,135.29 4,135.29
ROBC 09-23-2009 Check # 117 4,102.49 4,102.49
ROBC 10-22-2009 Check #118 4,260.78 4,260.78
ROBC 11-23-2009 Check # 119 ', 4,287.18 4,287.18
ROBC 12-23-2009 Check #120 4,254.73 4,254.73
ROBC 01-26-2010 Check #121 4,339.05 4,339.05
ROBC 02-25-2010 Check #122 4,262.44 4,262.44
ROBC
~~.,.~ 03-22-2010 Check #123 4,266.15 4,266.15
ROBC
ROBC
West Shore EMS
West Shore EMS
West Shore EMS
West Shore EMS
..__
AP Transaction Vendor Invoice.
___ ___ __
_~_
04-26-2010 Check #124 4,276.75 4,276.75
05-27-2010 Check #125 4,325.88 4,325.88
07-08-2010 Check #126 4,
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09-22-2008 Check #1082 78.74 78.74
10-08-2008 Check # 1085 797.87 797.87
04-30-2010 Check #1133 891.92 891.92
07-15-2010 Check #1140 1
7
9.13 179.13
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Gerze~•i Ledger ~ ivMary I~uan
Description :Transfer p
To July 31 2010
gate Reference 1
Invoice iVu€ber pescription
12-21-2006 Transfer Principal to Income Transfer Principal to Income
12-21-2006 Transfer Principal to Income Transfer Principal to Income
01-08-2007 Transfer Principal to Income Transfer Principal to Income
01-08-2007 Transfer Principal to Income Transfer Principal to Income
03-22-2007 Transfer Principal to Income Transfer Principal to Income
03-22-2007 Transfer Principal to Income Transfer Principal to Income
10-15-2007 Transfer Principal to Income Transfer Principal to Income
10-15-2007 Transfer Principal to Income Transfer Principal to Income
11-12-2007 Transfer Principal to Income Transfer Principal to Income
11-12-2007 Transfer Principal to Income Transfer Principal to Income
i1-19-2007 Transfer Principal to Income Transfer Principal to Income
ii-19-2007 Transfer Principal to Income Transfer Principal to Income
12-12-2007 Transfer Principal to Income Transfer Principal to Income
12-12-2007 Transfer Principal to Income Transfer Principal to Income
12-27-2007 Transfer Principal to Income Transfer Principal to Income
12-27-2007 Transfer Principal to Income Transfer Principal to Income
01-23-2008 Transfer Principal to Income Transfer Principal to Income
01-23-2008 Transfer Principal to Income Transfer Principal to Income
02-25-2008 Transfer Principal to Income Transfer Principal to Income
02-25-2008 Transfer Principal to Income Transfer Principal to Income
04-14-2009 Transfer Principal to Income Transfer Principal to Income
04-14-2009 Transfer Principal to Income Transfer Principal to Income
04-22-2009 Transfer Principal to Income Transfer Principal to Income
04-22-2009 Transfer Principal to Income Transfer Principal to Income
05-27-2009 Transfer Principal to Income Transfer Principal to Income
05-27-2009 Transfer Principal to Income Transfer Principal to Income
12-31-2009 Transfer Principal to Income Transfer Principal to Income
12-31-2009 Transfer Principal to Income Transfer Principal to Income
07-30-2010 Transfer Principal to Income Transfer Principal to Income
07-30-2010 Transfer Principal to Income Transfer Principal to Income
07-31-2010 Transfer Principal to Income Transfer Principal to Income
07-31-2010 Transfer Principal to Income Transfer Principal to Income
Cornf-any Name czuree tii~it
credit Accoe~t
942.43 1022
942.43 1222
18,074.49 1011
18,074.49 1211
23,517.18 1011
23,517.18 1211
7,955.28 1011
7,955.28 1211
2,$36.46 1011
2,536.46 1211
2,~T9.22 1011
2,679.22 1211
139.11 1011
139.11 1211
1,774.96 1022
1,774.96 1222
2,97!3.78 1011
2,973.78 1211
2,7116.68 1011
2,716.68 1211
X36.49 1011
236.49 1211
15.00 1011
15.00 1211
503.04 1011
503.04 1211
6,9316.49 1020
6,936.49 1220
$27.90 1020
827.90 1220
4,139.66 1011
g, 4,1p~3g9r .y6ry6 1211
7~y9~i~A JLA 75p ~(fi 6J. ,41
GL Transaction AP Transaction Vendor Invoice Debit Invoice
__~___
IN RE: : IN THE COURT OF COMMON PLEAS OF
:DAUPHIN COUNTY, PENNSYLVANIA
MARY DUGAN, :ORPHANS' COURT DIVISION
An Alleged Incapacitated Person : 34-OC-2007
SCHEDULE OF PROPOSED DISTRIBUTION
TO: Estate of MARY DUGAN, Deceased:
HNB General Checking $ 5,134.79
HNB Savings $ 5,622.32
HNB VA Checking $ 3,291.61
Melpezzi Funeral Home prepaid burial resetve 4 988.00
Total $ 19,036.7!2
r . i. r
In the Court of Common Pleas of Cumberland County, Pennsylvania
Orphans' Court Division
File No. 21-05-380
Mary Dugan
Verification
Constance E. Stoneroad, President of Keystone Guardianship Services, ~Qourt
Appointed Guardian of the Estate of Mary Dugan, hereby declares undelr~oath that
she has fully and faithfully discharged the duties of her office; that the ~cbregaing
Account is true and correct and fully discloses all significant transactignis',nccurring
during the accounting period; that all known claims against the Guardi~riship have
been paid in full; that, to her knowledge, there are no claims now outsi•anding
against the Guardianship; and that all taxes that were due during the
administration of the Guardianship have been paid.
This statement is made subject to penalties of 18 Pa. C.S. Section 4904 relating to
unsworn falsification to authorities
C nstance E. Stoneroad, President
Dated : 7 d /1~
IN RE: : IN THE COURT OF COMMON PLEAS OF
:DAUPHIN COUNTY, PENNSYLVANIA
MARY DUGAN, :ORPHANS' COURT DIVISION
An Alleged Incapacitated Person : 21-05-380
CERTIFICATION OF NOTICE
I, Constance E. Stoneroad, President of Keystone Guardianship Services, Court Appointed
Guardian of the Estate of Mary Dugan do hereby certify that on September 9, 2010, I caused notice
of the filing of the First and Final Account to be served on the parties in interest, as ~tc~entified in the
Proposed Distribution, by certified mail, return receipt requested, and that the requirements of
Dauphin County Orphans' Court Rule 6.3.1.(a)(b) have been met.
Se tember 9 2010 ~ D'7.«/ `
P
Constance E. Stoneroad
Keystone Guardianship Services
P O Box 804 -115 W. Broad Street
Elizabethville, PA 17023
717-674-5757
IN RE:
MARY DUGAN,
An Alleged Incapacitated Person
IN THE COURT OF COMMON PLEAS OF
DAUPHIN COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
21-05-380
CERTIFICATE OF SERVICE
I, Constance E. Stoneroad, President of Keystone Guardianship Services, Court Appointed
Guardian of the estate of Mary Dugan, do hereby certify that on September 9, 2010,'I caused notice
of the filing of the Guardian's Account of the Court Appointed Guardianship of tlae Estate for Mary
Dugan to be served on the parties in interest, as follows:
U.S. FIRST CERTIFIED MAIL
RETURN RECEIPT REOUESTED
Sharon DeBuck
2947 Innisbrook Circle
Marysville, TN 37801
Terri Simeon
125 Mountain View Terrace
Dover, PA 17315
Lee Steller
313 C Shady Lane
Enola PA 17025
Angela Daniel Steter
612 Salem Road
Etters, PA 17319
Cumberland County Aging & Community Services Agenry
Priscilla Whitman. Court Appointed Guardian of the Person of Mary Dugan
1100 Claremont Road
Carlisle, PA 17015
Date: ~~~~-~
onstance E. Stoneroad
Keystone Guardianship Services
P O Box 804 -115 W. Broad Stre$t
Elizabethville, PA 17023
717-674-5757 '~~
Keystone
Guardianship
SerViCeS
PO Box 8oq
Elizabethville Pa 17023
717-674-5757 "Fax: 717-362-3381
CERTIFIED MAIL RETURN RECEIPT REQUESTED
September 9, 2010
Sharon DeBuck
2947 Innisbrook Circle
i~lalysville, TN 37801
In re: Mary Dugan
Dear Sharon:
CONSTANCE STONEROAD
Connie@keystoneguardianship.com
MICHELLE DREIBELBIS
shelley@ keystoneguardianship.com
MELANIE PETERS
tnelanie@keystoneguardianship.com
Please be advised that Keystone Guardianship Services, Guardi'~an of the
Estate of Mary Dugan, by Orders of the Court dated November 28, 2005, will' file the
First and Final Account of the administration of the said guardianship in the office of the
Register of Wills of Dauphin County, Pennsylvania on September 9, 2010.
The account will be called for audit, on October 12, 2010 at 9:30 a.m. in
the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. The
last day to file objections to the accounting is October 12, 2010. A copy of the
accounting is enclosed for your review.
This notice is sent to you as an interested party, in accordance with the
Rules of Court.
At the audit, the Court will be advised that said interests are recognized by
the Guardian and that the award should be er. tPred accordingly.
You are not required to appear at the audit. However, if you do niot appear
in person or by counsel, the Court will assume that you agree with the accounting and the
distribution proposed by the Guardian of the ~ ;'state.
Sincerely,
Constance E. Stoneroad
Enclosure
_. , ...i.., _._.T _.
Keystone
Guardianship
Services
PO Box 804
Elizabethville Pa 17023
717-674-5757 "Fax: n7-362-3381
CERTIFIED MAIL RETURN RECEIPT REQUESTED
September 9, 2010
Terri Simeon
125 Mountain View Terrace
Dover, PA 17315
In re: Mary Dugan
Dear Terri:
CONSTANCE STONEROAD
Connie@keystoneguardianship.com
MICHELLE DREIBELBIS
shelley@ keystoneguardianship.com
MELANIE PETERS
m~lanie@ keystoneguardianship.com
Please be advised that Keystone Guazdianship Services, Guazdia#~ ; of the
Estate of Mary Dugan, by Orders of the Court dated November 28, 2005, wile file the
First and Final Account of the administration of the said guardianship in the offide! of the
Register of Wills of Dauphin County, Pennsylvania on September 8, 2010,
The account will be called for audit, on October 12, 2010 at 9:3Q a.m. in
the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. The
last day to file objections to the accounting is October 12, 2010. A copy of the
accounting is enclosed for your review.
This notice is sent to you as an interested party, in accordance ~uvith the
Rules of Court.
At the audit, the Court will be advised that said interests are recognised by
the Guardian and that the award should be entered accordingly.
You are not required to appear at the audit. However, if you do not appeaz
in person or by counsel, the Court will assume that you agree with the accounting sand the
distribution proposed by the Guardian of the Estate.
Sincerely,
Constance E. Stoneroad
Enclosure
Keystone
suardianship
!el`V1Ce3
PO Box 804
Elizabethville Pa 17023
717-674-5757 * Fax:717-362-3381
CERTIFIED MAIL RETURN RECEIPT REQUESTED
September 9, 2010
Lee Stetler
313 C Shady Lane
Enola PA 17025
In re: Mary Dugan
Dear Lee:
CONSTANCESTONEROAD
connie@ keystoneguardianship.com
MICHELLE DREIBELBIS
Shelley@keystoneguardianship.com
MELANIE PETERS
melanie@keystoneguardianship.com
Please be advised that Keystone Guardianship Services, Guardivl of the
Estate of Mary Dugan, by Orders of the Court dated November 28, 2005, will 'file the
First and Final Account of the administration of the said guardianship in the off ce of the
Register of Wills of Dauphin County, Pennsylvania on September 8, 2010.
The account will be called for audit, on October 12, 2010 at 9:30 a.m. in
the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. The
last day to file objections to the accounting is October 12, 2010. A copy of the
accounting is enclosed for your review.
This notice is sent to you as an interested party, in accordance vWith the
Rules of Court.
At the audit, the Court will be advised that said interests are recognized by
the Guardian and that the award should be entered accordingly.
You are not required to appear at the audit. However, if you do not appear
in person or by counsel, the Court will assume that you agree with the accounting and the
distribution proposed by the Guardian of the Estate.
Sincerely,
''Constance E. Stoneroad
Enclosure
Keystone
Guardianship
lerVlCeS
PO Box 804
Elizabethville Pa 17023
717-674-5757 "Fax: 717-362-3381
CERTIFIED MAIL RETURN RECEIPT REQUESTED
September 9, 2010
Cumberland County Aging &
Community Services Agency
Priscilla Whitman.
1100 Claremont Road
Carlisle, PA 17015
In re: Mary Dugan
Dear Priscilla:
CONSTANCESTONEROAD
connie@ keystoneguardianship.com
MICHELLE DREIBELBIS
shelley@ keystoneguardianship.com
MELANIE PETERS
melanie@keystoneguardianship.com
Please be advised that Keystone Guardianship Services, Guardian of the
Estate of Mary Dugan, by Orders of the Court dated November 28, 2005, will file the
First and Final Account of the administration of the said guardianship in the office of the
Register of Wills of Dauphin County, Pennsylvania on September 8, 2010.
The account will be called for audit, on October 12, 2010 at 9:30 a.m. in
the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvaali'a. The
last day to file objections to the accounting is October 12, 2010. A copy of the
accounting is enclosed for your review.
This notice is sent to you as an interested party, in accordance vWith the
Rules of Court.
At the audit, the Court will be advised that said interests are recognized by
the Guardian and that the award should be entered accordingly.
You are not required to appear at the audit. However, if you do ndt appear
in person or by counsel, the Court will assume that you agree with the accounting end the
distribution proposed by the Guardian of the Estate.
Sincerely,
/r
E"onstance E. Stoneroad
Enclosure
Keystone
Guardianship
Services
PO Box 804
Elizabethville Pa 17023
717-674-5757 • Fax: 717-362-3381
CERTIFIED MAIL RETURN RECEIPT REQUESTED
September 9, 2010
Angela Daniel Stetler
612 Salem Road
Etters, PA 17319
In re: Mary Dugan
Dear Angela:
CONSTANCE STONEROAD
connie@ keystoneguardianship. com
MICHELLE DREIBELBIS
shelley@ keystoneguardianship.com
MELANIE PETERS
melanie@keystoneguardianship.com
Please be advised that Keystone Guardianship Services, Guardian of the
Estate of Mary Dugan, by Orders of the Court dated November 28, 2005, wil'1.file the
First and Final Account of the administration of the said guardianship in the of~c~ of the
Register of Wills of Dauphin County, Pennsylvania on September 8, 2010.
The account will be called for audit, on October 12, 2010 at 9:30.a.m. in
the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. The
last day to file objections to the accounting is October 12, 2010. A copy of the
accounting is enclosed for your review.
This notice is sent to you as an interested party, in accordance with the
Rules of Court.
At the audit, the Court will be advised that said interests are reco~npzed by
the Guardian and that the award should be entered accordingly.
You are not required to appear at the audit. However, if you da not appear
in person or by counsel, the Court will assume that you agree with the accounting and the
distribution proposed by the Guardian of the Estate.
Sincerely,
r'?i°`~{- `~
-° ~nstance E. Stoneroad
Enclosure
IN RE:
MARY DUGAN,
An Alleged Incapacitated Person
IN THE COURT OF COMMON'PLEAS OF
DAUPHIN COUNTY, PENNSYLV~TIA
ORPHANS' COURT DIVISION
21-OS-380
ORDER
AND NOW, , 2010, notice as set forth in Certification, having burl given of the
filing of the First and Final Account in the above-captioned matter, and of the call thereof for audit,
and no objections having been file, the account is hereby confirmed and distribution decreed in
accordance with the proposed Schedule of Distribution.
This is a nisi order which shall become absolute as of course unless written exceptions
are filed within ten (10) days after the date of the filing thereof.
FOR THE COURT,
B ~:
J~
Distribution:
David H. Stone, Esquire
Stone, LaFaver & Shekletski
414 Bridge Street
New Cumberland, PA 17070
Constance E. Stoneroad
Keystone Guardianship Services
P O Box 804 - 115 W. Broad Street
Elizabethville, PA 17023
IN RE: : IN THE COURT OF COMMON PLEAS OF
:DAUPHIN COUNTY, PENNSYLVt~NIA
MARY DUGAN, :ORPHANS' COURT DIVISION
An Alleged Incapacitated Person : 34-OC-2007
SCHEDULE OF PROPOSED DISTRIBUTION
TO: Estate of MARY DUGAN, Deceased:
H'vB General Checking $ 5,134.79
HNB Savings $ 5,622.32
HNB Vr1 Checking $ 3,291.61
Melpezzi Funeral Home prepaid burial reserve 4 9 8.00
Total $ 19,036.*J2