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HomeMy WebLinkAbout03-0084IN THE MATTER OF THE PERSON AND ESTATE OF: SUSAN M. MAGARO, AN ALLEGED INCAPACITATED PERSON : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. PETITION FOR APPOINTMENT OF EMERGENCY PLENARY GUARDIANS OF THE PERSON AND ESTATE AND NOW COMES THE PETITIONER, the Area Agency on Aging in and for Cumberland County, Pennsylvania who represents and avers as follows: 1. The Petitioner is the Area Agency on Aging, in and for Cumberland County, with an office located at 16 West High Street, Carlisle, Cumberland County, Pennsylvania. 2. The alleged incapacitated person is Susan M. Magaro, widow, age 91, who resides by herself at 1 Chester Road, Enola, East Pennsboro Township, Cumberland County, Pennsylvania and has resided there for a number of year. o The only known relatives of the alleged incapacitated person are: A. Anthony R. Magaro - son 106 Pine Hill Road Camp Hill, Pennsylvania B. Gina A. Livingston - Granddaughter C/O Dauphin County Victim Witness Assistance Program Dauphin County Courthouse Front and Market Streets Harrisburg, Pennsylvania 17101 C. Irene Meadowcrofi - Niece 9 Salt Road Enola, Pennsylvania Nancy Stahley - Niece 29 Barnett Street P.O. Box 215 New Bloomfield, PA 17068 Helen Clouse - Sister 31 Barnett Street P.O. Box 215 New Bloomfield, PA 17068 Susan M. Magaro has, for at least three (3) months, been incapable of managing and caring for herself and her financial affairs. 5. Susan M. Magaro exhibits symptoms of mental incapacity, including but not limited to dementia. 6. Susan M. Magaro's mental incapacity prevents her from managing and caring for the affairs of her person and estate. 7. The Petitioner, through its authorized representative, has conducted an investigation of this matter and has determined that, on January 15, 1997, the Susan M. Magaro Family Irrevocable Trust was executed by her wherein she appointed Anthony R. Magaro, her son, as Trustee of the trust. A copy of the Susan M. Magaro Family Irrevocable Trust is attached hereto, marked as Exhibit "A", and incorporated herein by reference. 8. Further investigation by Petitioner has revealed the following: a. That Susan M. Magaro sits in her house in the dark with windows covered by newspapers; b. That she is unable to cook for herself; c. That ongoing attempts to provide nutrition under care management have been unsuccessful; d. That a neighbor gave her a frozen meal to warm up which she returned still frozen, unable to prepare it; e. That spoiled food has been found in the refrigerator and she does not know how long she had the food; and f. Food has been purchased for Susan M. Magaro by staff from the Area Agency on Aging, neighbors, and Gina A. Livingston, a granddaughter. 9. While food has been made available to Susan M. Magaro, observation has been made that little food has been consumed and she has been seen flagging down a passing motorist after she was told by an individual that he could not go to the store for her at that time. The unknown motorist subsequently returned with milk for her. 10. During the past two (2) years, Susan M. Magaro has made numerous telephone calls to the East Pennsboro Township Police Department concerned about the following: a. That she is frightened because she believes that men were going to stop, pick her up and take her away to Texas; b. That she is afraid to be there alone; c. That someone has entered her house and has taken such things as silverware, scissors or flashlights; and d. That she requests police to watch her house or drive by her street. 11. In September, 2002 Petitioner's authorized representative met with Anthony Magaro at his mother's home to discuss services that would be available to her. This meeting was unsuccessful and he was angry that a neighbor was providing his mother with frozen meals from the Office of Aging and that it should stop because he did not trust the food that was provided. 12. During that meeting in September, 2002, Anthony Magaro also stated that another neighbor was nosy and should not interfere with his mother even though that neighbor was helping to buy milk and food for his mother. 13. On or about December 20, 2002, Gina A. Livingston, granddaughter of Susan M. Magaro contacted Petitioner with concerns regarding her grandmother because her father, Anthony Magaro, was arrested and in jail because he could not make bail. The said Anthony Magaro is still in jail. 14. The granddaughter, Gina A. Livingston, stated on or about December 20, 2002 that her father, Anthony Magaro, had not been providing any care to his mother and she was now concerned how her grandmother's bills were being paid and that the assistance her father had been providing to his mother had declined over the past few years. 15. On or about December 23, 2002, Priscilla Whitman, Protective Service Case Manager for Petitioner, visited the residence of Susan M. Magaro and made the following observations: a. Her clothing was very dirty; b. Her body was dirty; c. The house was dark; d. She cried out in pain when sitting down in a chair after answering the door; e. She asked Ms. Whitman on four (4) occasions who she was and the reason for her visit; f. She asked if her spouse was living and believed that he was living in Wormleysburg with another woman; g. She did not know how to contact her son and did not have his telephone number; and h. She did not know that Christmas was two (2) days away. 16. On January 2, 2003, Priscilla Whitman visited the house of Susan M. Magaro and, at that time, observed that she was still dirty, had no recollection of who Ms. Whitman was, and did not know the day, month or year. 17. When asked on January 2, 2003 whether her son had visited her over the holidays, she said that he did but could not say when. 18. On January 17, 2003, Petitioner was notified that Susan M. Magaro had called another party, was very upset because she was dizzy and needed blood pressure medicine. Arrangements were made for her to see Dr. Lynn Cornelius. 19. A physical examination conducted by Dr. Lynn Cornelius revealed the following: a. Malnutrition; b. Abnormal weight loss; c. Dementia, multi-infarct; d. Alzheimer's, delirium possible; e. Peripheral vascular disease; f. High blood pressure; g. Inability to attend to daily living needs; h. Poor hygiene; i. Mycosis; and j. Debility. 20. Susan M. Magaro has had a psychological evaluation conducted by Riverside Associates, which evaluation reveals the following diagnoses: a. Dementia of the Alzheimer's type with depressed mood; b. Severe, social isolation with regard to primary support group; and c. Mrs. Magaro's current Global Assessment of Functioning score is estimated to be approximately 22, indicating a need for almost constant supervision due to gross impairment in reality testing, communication, cognition, effect, and personal hygiene. 21. Under the terms of the Susan M. Magaro Family Irrevocable Trust, she irrevocably transferred assets listed on Schedule "A" which assets are referred to hereinabove in Exhibit "A". 22. Petitioner does not know the status of said Trust. 23. The Petitioner believes that Susan M. Magaro has monthly income from Social Security and a pension from the Commonwealth of Pennsylvania which are deposited into a bank account for her but that she has no control over the money. 24. Petitioner believes and, therefore, avers that allowing Susan M. Magaro to continue living in her home and wandering would place her in imminent danger of death or serious bodily harm. 25. Petitioner believes and, therefore, avers that Susan M. Magaro has not been properly cared for by her son, Anthony Magaro, and that she should be placed in a nursing home facility. 26. Less restrictive alternatives are not available because there is no one able to care for her. 27. Nancy Stahley, niece of Susan Magaro, is willing to accept the appointment of Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro. 28. No other Court has ever assumed jurisdiction in any proceeding to determine the incapacity of Susan M. Magaro. 29. The failure to appoint Nancy Stahley, niece of Susan M. Magaro, as Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro will result in irreparable harm to the person and estate of Susan M. Magaro. WHEREFORE, Petitioner prays that this Honorable Court appoint Nancy Stahley, niece of Susan M. Magaro, as Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro. Respectfully Submitted, Anthony L. [le. Kuca, Esquire 113 Front Street P.O. Box 358 Boiling Springsl PA 17007 (717) 258-6844 VERIFICATION I hereby verify that the facts and information set forth in the foregoing Petition for Appointment of Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro are tree and correct to the best of my knowledge, information, and belief. I understand that any false statements contained herein are subject to the penalties of 18 Pa. C.S. Section 4904, relating to unswom falsification to authorities. Dated: Priscilla Whitman ent By: CUMB CO OFFICE OF AGING o4~.~4~ DELUCA At: 92583902 ,; 71 724o6118; Dec-31-02 12:11PMj Page 1 T~IIS T~UST A~R~E~NT is executed in triplicate on this !~'~ day of_~--_~~~, 1997, by and between ~USAN M.-' ~, nov of 1 C/~es ter Road: East Pennsboro Townsb/p, C~erland County, Pennsylvania (herein called "$ec~lor-), and ANT~XF~r~ R. MA~AI~O, now of 106 ~ine PLill Road, East Pennsboro Township, Cumberland County, Pennsylvania (herein called -Trustee~) . ARTICLE I- TRUST ESTATE 1.01. Initial Princi~al. Settlor, desiring to establish an irrevocable trust, does hereby irrevocably transfer, assign and d~liver to the Trustee, and his successors and assigns, the assets listed on Schedule "A" attached hereto arid made a part hereof. As further evidence of such assignment, Settlor h~s executed or will execut~ or cause to be executed such other instr%unents as may be required for the purpose of completing the assigr~nen~ or transfer of title to such property to the Trustee. The Trustee accepts such ~ransfer and assignment to himself as Trussee, and ~he .Trustee undertakes to hold, manage, invest and reinvest T. he assets of this T~ust and to distribute the income and principal of the Trust in accordance wiLh the provisions of ~his AgreeJnent. 1.02. Additional Principal. Settlor a~d any other person(s) ~ with the consent of t_he Trustee, shall have the right at any time to make additions to the corpus of this Trus~ or any share thereof hereby established. Ail such additions shall be held, governed and distributed by the Trustee in accordance with terms and conditions of thta Agreement. ARTICL~ II. IRREVOCABILI~ OF TRUST 2.0!. Irr~vc~mbilit¥. Settlor has been advised of the consequences of an irrevocable truut and h~reby de=lar~ that Trust shall be irrevocable and shall not be altered, amended, revok~ or termlnat~d by Settlor or any other person(s}. ARTICLE III. TRUST DISTRItK~TIONS 3.0~. Trust ~rlnciDa/. The entire corpus of this Trust, includ/ng the assets initially transferred ~o this Trust, subsequent additions to th/s Trus~ and the proceeds of any sale, ~_xchAnge or investment' of such Trust assets, shall be used for the- purposes herein contained. " 3.02. Distributions Durinq Settlor's Lifetim~.' During Se~lor's lif~time, the Trustee shall distribute ali of t. he ne~ income ~o~-the Trust to, or for the~bene£it of, -Se~lor. The Trustee shall make no distributions of principal to, or for the benefit of, Settlor. EXHIBIT "A-" CO OFFICE OF AOIN6 7172406118; Dec-3t-02 12:11PM; Page 2 I~ 2004-4~0~91 ~! ~ ~1 ~ 121 3.03. ~era~ ~ of .. ADjUnCt. Set tlor' s ~ld, ~ ~, ~0, iS her~y grant~ ~e g~eral ~w~ to s~e or all of ~e ~rlnct~l of t~s T~st to hi, elf, his e~Eate, ~ cra=ors or the creditor8 of h~s estate, ~n ~ch ~ u~n ~ te~ (in t~st, ~trlght gtfks or in any o~r ~er} as he de~ advis~le. T~s ~w~ sb~l no~ be ~ercis~le ~der ~s will. If Settler's ~il~ fail~, ei~ in w~e or in ~ar~, to ~ercise ~e g~ral ~w~ of aD~in~nt h~rein ~antea, ~hen ~he ~~tnted ~r~nc~l shall ~ntinue ~ t~st and shall be a~stere~ aCcording =o the te~ of t~s 3.04. Termina~ton and Distrtbutio-. · The Trust shall terminate upon Settler's death. Upon termination, the remaining trust esta=e shall be distributed in fee simple to Settlor.s son, ANTHON~ K. MAeStrO, or his surviving issue, per s.tirpes. ARTICLE IV. POW~R~ OF TRUSTEE 4.01. ~eneral Powers. In addition to such other powers and duties as may have been granted elsewhere in this Tr~st or by law, but subject to any limitations connained elsewhere in this Trust, the Trustee shall have the following powers and duties: (A) In the management, care and disposition of this Trust, the Trustee shall have the power to do all things and to execute such deeds, instruments and other documents as may be deemed necessary and proper, including the followingpowers, all of which may be exercised without order of or re~ort no any court: (l) To sell, exchange or otherwise dispose of any property, real, personal or m/xed, whereaoever located, at any rifle held or acquired hereunder, at public or private sale, for cash or on terms as may be determined by the Trustee, without advertisement, including the right to lease for any term notwithstanddng the periodof the Trust, a~d tog rant optics, including a~ option for a period beyond the duration of the Trust. (2) To invest all monies in such stocks bonds, ~D · ~ securities, investment companies or trust shares, mortgages, notes, theses in action, real estate, co i~Drovements thereon, and other property as the Trustee c~ may deem best, without regard to any law now or hereafter ~ in. force limiting investments of fiduciaries. (3) To retain for investment any property d~osited with the Trustee hereunder. (&) To vote in person or by proxy any corporate Stock or other security and to agree to or take any other actio~ in regard to any reorganization, merger, consolidation, liquidation, bankruptcy or other procedure 2 /KB co OFFICE OF AGING ! 7172406118; Dec-31 -02 12:11PM; Page 3 or proceedings affecting any stock, bond, note or other security held by this Trust. (5) To use lawyers, real estate brokers. accountants and any other agents if such employment is deemed necessar~ or desirable, and to pay 'reasonable condensation for their services. {6) To compromise, settle or adjust any claim or demand by or against the Trust and to agree to any rescission or ~od~ftcatton of any contract or agreement af£~ctin~ the Trust. (7) To renew any indebtedness, as well as to borrow money, and to secure r_he same by mortgaging, pledging or conveying any property of the Trust, including the tmDwer to borrow from the Trustee (in r~ae Trustee's ind/widual ca~acity) at a reasonable rate o~ interest. (8) To retain and carry on any business in which the ?rust may acquire any interest, to acquire additional interests in any such business, to agree to the liquidation in kind of any corporation in which the Trust may have any interest and to carry on the busimess thereof, to join with other owners in adopting any form of managen~nt for any business or property in which the Trust may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation without liability for the acts of any su~h agent for any 'loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) TO register any stock, bond or other security in the name of a nominee without the add/tion of wor4s indicating that such security is held in a fiduciery capacity, but accurate records shall be maintained showing that the stock, bond or other security is a trust asset, 'and the Trustee shall be responsible for the acts of the nominee. (B) Whenever the Trustee is directed to distribute any trust principal in fee sim~le to a ~erson who is then under twenty-one (21) years of age. the TruStee shall be authorized uo hold such property in trust for such person until h~ becomes twenty-one (21)/ years of age, and An the meantime the Trustee shall use such Dart of ~he income and principal of the ~ru~t a~ the Trustee ~ay deem necessary to provide for the pro. er support and education of such person in ~he standard of living to whichhe ha~ become accustomed. 684 2.31 CO OFFZCE OF AGING ; 71 72406118; Dec-31-02 12:12PM; Page ,4/11, If such Person should die before beccmting twenty-one (21) years of age, the property then remaining ~n trust shall be distributed to the ~ersonal representative of 3uch person's estate. (C~ In making distributions from the Trust to or for the benefit of any m/nor or other person under a legal disability, the Trustee need not require the appointment of a guardian, but shall be authorized to pay or deliver the distribution to the custodian of such person, to pay or deliver the distribution to such person without the intervention of a guardian, to pay or deliver the distribution to the legal guardian of such person if a guardian has already been appointed, or to use the distribution for the benefit of such person. (D) In the distribution of the Trust and any division into separate trusts and shares, the ~rusteeshall be authorized to make the distribution and division in money or in kind or in both, regardless of the basis for income tax purl~oses of any property distributed or divided in kind, and the distribution and division made and the values established bythe Trustee shall b e binding and conclusive on all persons taking hereunder. The Trustee may in making such distribution or division allot undivided interests in the same property to several trusts or shares. (~) The Trustee ~hall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and Drinclpal as the Trustee may deem equitable and fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any.premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premium or at a discount, as income or principal or apportion the same between income amd principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other distribution on any investment as income or principal or to apportion the same between income or principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any asset ~ubject to depreciation or obsolescence, all as the Trustee may reasonably deem equitable and Just under all of the circumstances. 5.01. Gene~a.~. Provision. No beneficiary shall have the power to anticipate, encumber or transfer his interest in the trust estate in any maru3er other than by the valid exercise of a Dower of appointment. No part of the trust estate shall be liable for or charged with any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. 4 684 Z32 .CO OFFICE OF AGING ; 7172406118[ , Dec-31-02 12:12PM; Pag~ 5/11 , CONSTRUCTION OF TRUST 6.02. Choice Df I~W. This Trust shall be administered and interpreted in accordance with the laws of ~he Commonwealth of Pemlsylvanta. 6.02. Code. Unless otherwise stated, all references in this Trust to section and chapter numbers are to those of the Internal Revenue Code of 1986, as amended, or corresponding provisions of any subsequent federal tax laws applicable to this Trust. 6.03. OtherTe__~9_~_~. Unless t~e context otherwise requires, the use of one or more genders in =he text includes all other genders, and the use of either the singular or the plural in the text includes both the singular and the plural. $.04. ~_~ons. The captions set forth in thisAgreement at ~he beginni~ of the various diYistons hereof are for convenience of reference only and shall not be deemed to define or limit the provisions hereof or to affect in any way their construction and application. 6.05. ~itus of Trust. The Trust shall have its legal situs in Cumberland County, Pennsylvania. ARTICL~ vii. COmPeNSATION OF TRUSTEE AND APPOINTN~NT OF SUCCESSOR TRUSTE~ 7.01. ComDe~satio~. The Trustee shall receive as his co~ensation for the services performed hereunder that sum of money, based on an hourly charge or percentage rate, which the Trustee normally and customarily charges for performing sim/lar services during the time in which he performs these services. 7.02. Re~oval or ~ast~na~ion. 9~._Truste.. Settlor may remove the Trus[ee at any t~me or t/mes, with or without cause, u~on thirty (30} days writte~ not/ce given to the Trustee. After the Settlor's death, a majority of the current income beneficiaries may remove the Trustee at any time or times, with or without cause, upon thirty (30) days written notice given to the Trustee. The Trustee ~a¥ resign at any time uI~Dn thirty {30) days wrltt~ notice glve~ to Settlor or, after Settlor's death, upon thirty (30) days writtennottce given to the curren~ income beneficiaries, upon the rmmoval or resignation of the Trustee, a successor trustee shall be. appointed tn accordance with the terms set forth tn Paragraph ? 03, below. ' 7.03. ADlm3int~nt of ~Up¢essor ~stee. Upon the death, resignation or Incapact=y of =he Trustee, 8ettlor's niece, NANC~Y STARL~Y, is hereby appointed Successor Trustee hereunder. Upon the 5 CO OFFICE OF AGING 7172406118; Dec-31-02 12:13PM; Pagy 6/,11. death, resi~nation, removal or incapacity o[ the ?~ustee and ~ccessor T~stee, a 'succeeso~ t~stee shall be a~in~ by Settlor or, aft~ Settlor's death, by a MJority of the ~en[ ~n~b~~ar~ea. ~y s~ces~r t~stee ~us a~tn~e~ shall be a [tnan~ally sold ~d c~et~t co~ra~e t~stee. The to all the ~tes and ~ers, including discre~iona~ ~ers, herein qrante~ to ~he ~s=ee. $.01. ~eneral ~rovision. Notwithstanding anything to the contrary in th~s Trust, each disposition Settlor has made herein, legal or equitable, to ~he extent it can be referred in its postponement of becoming'a vested interest to a duration measured by some life or lives in being at the time of Settlor's death, is defi~itely to vest in interest, although not necessarily in possession, not later than twenty-one (21) years after such lives [and any period of gestation involved); or to the extent it cannot be referred in any such ~ostponement to such lives, is to so vest not later than twenty-one (2~) years from the time of S~ttlor's death. ARTICLE IX. AND WEN~ES OF ADMINISTRATION 9.01. Pal~aent of Death Taxes and Other ~0 Settlement ceostB. The Trustee shall ascertain from t_he legal representative of Set,lot's estate whether the legal representative has sufficient assets ~o pay the remaining legacy, succession, inheritance, transfer, estate and other death taxes or duties levied or assessed against the Settlor's estate {including all interest and thereon), all of which taxes, interest and penalties are hereafter referred Lo as the ~eath taxes, interest and penalties. If the lega~ representative advises the Trustee that insuffic/ent funds exist to Day all the death taxes, interest and pena[ties, the Trustee shall then pay to the legal representative from thetrust property, an amount equal to al! the death taxes, interest and penalties in excess of the ,fun~s available to the legal representative for these purposes, ~h/ch l~ayme~ts are to be mate without If the personal representative of Settlor's estate, in such his soZe discretion, shall determine =hat appro~rlate asse~s of' Settlor's estate are not available in suff~cien~ amount to pay SeCclor's funeral expenses and (2) expenses of adm/nistering $ecc[or,s estate, the Trustee shall, upon the request of the personal representative, contribute from the principal of the ~rust estate the amount of sHch deficiency; and in connection with any ~uch action the Trustee shall rely upon ~he written statement of t~he personal representative as to the validity and correctness of 6 684 CO OFFICE OF AGING ; 717240611,8; Dec-31 -02 12:13PM; Pa~e 7'/1;- 1291 Pa~ 126 the amounts of any such expenses, and shall furnish funds to the personal representative so as to enable him to discharge the same, or to discharge any Dart or all thereof himsel[ by making ~ayment directly to the person entltled or claiming to be entitled to receive payment thereof. No consi~eratton need be required by the Trustee from the personal representative for any dlebursement made by the Trustee pursuant here=o, nor shall there be a~¥ obligation upon ~he personal representative to repay to ~he Trustee any. of the funds disbursed by him hereunder, and all amounts di~burse~ by the Trustee ~ursuant to =he authority hereby conferred upon him sba1[ be ~isbursed w~thout any right in or duEy upon the Trustee to seek or ob=aln contribution or reimbursement from any person or property on account of ~uch paymen=. ~he Trustee shall not be responsible for the application o~ any funds delivered by h~m to the personal re~)resentative ~ursuant to the authority herein granted, nor shall the Tz~/etee be subject to liability to any beneficiary hereunder on account of any payment made by him pursuant to the provisions hereof. IN WITNESS ~H~0F, Settlor and Trustee haws hereunto set their hands and seals as of the day and year first written above. CO~TH OF ?~I~LVANIA : SS: On th/s, /D-%~day of ~~a~-~_, 1997, before me, a Notary Public,~e m34ersigne~ officer, ~rso~ally ap~mared ~]&~W M. ~AHO, known tome (or satisfactorily proven) to be the person whose name is subscribed to the within Trust Agrmement, and acknowledged chat she executed the same for the purposes therein contained. I have set.Jt~ hand and offi~~%~.. - i Ja,,~t c. ~. ~a~~~' 68-1 235 CO OFFICE OF AGING ; 717240~11~; Dec-31-02 12:13PM; Pa~e 8/1~ The foregoing Trust Agre~t w~s~deilvere~, an.~ ts h~y accepted, at L~e, P~syl~ia. o~ ~~ ~~ 1997. 8 CO OFFICE OF AGING 7172406118; Dec-31-02 12:14PMj Page 10/11 COM~MO~TH OF PENNSYLVANIA : COUNTY OF C~- ke~ { ~-. ,', j :: SS: and having personal knowledge of the fogowing fiwt~ and cir--, depose a~! sv, ate that: Date ~ Tim llJ~O'~l"; 30 of 11 P~ 1. 1 axn the Trustee appoh~ted under a certain trust agreement executed by Susnn M. Masaro on January 15, 1997. and entitled =The Susan ]VI. Masaro Family Irrevocable Trust". have served as Trustee of said Trust continuously since the e~ecution ~h~reof. 3. As of the da~e hereot~ I had no actual knowledge of the termination, revocation or modification of s~fid Tm~t. COMMOlqWEAL~ OF PENHSYI.VAZIIA ' ' 55: coumY - On t~s. ~e {~%d~7 of ~ ~.~,~d~, 20~, be~ me, a Not~ ~bli~. thc. u~~ Offi~. p~nally ap~r~ AN~O~ ~ MAGARO, known to me(or p~) to be the p~n who~ ~e is mb~ ~o the ~thin Affidn~, md ac~wi~g~ thai he ex~I~ the ~me for t~ ~~ thcr~n IN WITNESS WH~R~-OIt, I hereomo s~t my hand and official Seal. Public My Conmlission Expires: ; 71 7240611'8; Dec-31 -02 12: 13PM,; Paga 9/'11. DATED: ~L~~, I997 FaO~ SU~AN M. MAC~O, 9ETTLOH TO ANTHONY R. MAGAR0, TRUSTH~ Property Description: ( 1 ) Real property located in East Pennsboro Township, cAm~berland County, Pennsylvania, identified as Tax Parcel No. 9-13- 099 8- 004. (2) Real property located in East Pennsboro Township, Cumberland County, Pennsylvania, identified as Tax Parcel~lo. 9-14- 0834-223. (3) Real property located in ~ast Psn~sboro ~amskip, Cumberland County, Pennsylvania, identified as Tax ParcelNo. 9-14- 0834-224. (4) Real property located in East Pennsboro Township, Cumberland County, Pennsylvania, identified as Tax Parcel No. 9-15- 1288~046. (5) Real property located in East Pennsboro Township, Cumberland County, PennSylvania, identified as Tax ParcelNo. 9-15- 1288-047. (6) Real property located in Silver Spring Township, CumberIand County, Pennsylvania, identified as Tax Parcel No. 38- 04-0367-042B. (7) Real property located in NewPort Borough, Perry County, Pennsylvania, identified as Tax Parcel No. 190-046.04-303.000. 9 CO OFFICE OF AGING ; 7172406118;'' * Dec-31-02 12:14PM; P~c~.e ~t/",1 A_~cr r~cording, please reuan original Tru~ to: Mark E. l-lalbruner, -Esquire Gates & A.~sociatcs, P.C. 10{3 Mtunma Road, Suite 100 Lemoyne, PA 17043 684 ~ I Certify this to lac recordcd In Cumberland County PA Recorder of Deeds 238 IN THE MATTER OF THE PERSON AND ESTATE OF: SUSAN M. MAGARO, AN ALLEGED INCAPACITATED PERSON IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION PRELIMINARY DECREE AND NOW, this ~0~ day of ~,ta~, 2003, upon consideration of the annexed Petition, it is hereby ORDERED AND DECREED that a Hearing on this matter is set for the ~e_h Courtroom No. ~ dayof,~)~,2003at J'.O0 P .M.O'clockin · at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. incapacitated person. ~~ 5' is appointed to represent the allegedly BY THF~I IN THE MATTER OF THE : PERSON AND ESTATE OF : : SUSAN M. MAGARO, : AN ALLEGED INCAPACITATED : PERSON : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-084 ORDER OF COURT AND NOW, this 5th day of February, 2003, following a hearing, I find that Susan M. Magaro is an incapacitated person, and Nancy Stahley is appointed emergency plenary guardian of the person and the estate of Susan M. Magaro. Anthony L. DeLuca, Esquire For Area Agency on Aging Lindsay Dare Baird, Esquire For Susan M. Magaro By the Court, Edgar 'B. Bay~r~t J o prs David Smith, Ph.D. License L~ for the Practice of Psychology in the State of Pennsylvania, License N. PS ~~t~Philosophy, Temple University, Psychology, awarded 1974. Arts, Temple University, Psychology, awarded 1971. ~ of Arts, St. Vincent College, Psychology, awarded 1970. PInldii Blonai Certifications N~iliI~ tt(~rd of Certified Behavioral Analysts 7/90 L'~nt President of Riverside Associates, P.C. Manage a Professional Corporation providing comprehensive behavioral healthcare including short-term, goal-oriented treatment for behavioral/emotional problems to a variety of hard to treat clients. 4/~nt Consultant to Human Services, Advise State and County officials and human service agency executives on the design, management. and evaluation of community services for people with disabilities. Pri~ate Professional Practice. Independent practice of psychology with an emphasis upon behavioral intervention techniques. Clientele is predominately children and families. 12:19 7172386885 RIVERSIDES PAGE 1/7~6 Special Assistant to the Pennsylvania State Director [or Mental Health. Responsibilities included refinancing community mental heall~ services to maximize the use of medicaid funding: increasing affordable housing opportunities for people with mental illness; coordinating Pennsylvania's first federally mandaled Health Services Plan; complying with the provisions of the Federal Nursing Home Reform Act, of 1987 and implementing Pennsylvania's first CASSP grant. Director of Program and Policy Development, Pennsylvania Office of Mental Retardation. Responsibilities included administration of Institutional and Community budgets; maximizing use of Federal funding; supervising the development and implementation of regulations governing community mental retardation programs. Director of Department of Psychological Services, Harrisburg State Hospital. Supervised 14 professional Psychologists and had responsibility for the delivery of psychological services to over 600 residents of the state mental hospital. Director of Mental Retardation Unit, Harrisburg State Hospital. Responsible for all aspects of a residential program serving 14.5 clients and employing approximately 150 professional and nonprofessional staff~ A~er~tant Professor of Psychology, King:s College. Taught eleven semester hours per term. Also, performed research on techniques associated with teaching children with mental retardation and for controlling objectionable behavior· AffNlttions O O · · · · · ·.· ychological Association .. for Retarded Citizens, Pennsylvania { ~n for Retarded Citizens, Dauphin County ~ .~tion for Behavioral Analysts =~n_~n on Mental Retardation .NIIIonal As~x~tlon for the Dually Diagnosed _d03 l~:lg 717238~$85 RIVERSIDES PAGE 04 Sp~l~l Assistant to the Pennsylvania State Director for Mental Health. Responsibilities included refinancing community mental health services to maximize the use of medicaid funding; increasing affordable housing opportunities for people with mental illness; coordinating Pennsylvania's first federally mandated Health Services Plan; complying with the provisions of the Federal Nursing Home Reform Act, of 1987 and implementing Pennsylvania's first CASSP grant. Director of Program and Policy Development, Pennsylvania Office of Mental Retardation. Responsibilities included administration of Institutional and Community budgets; maximizing use of Federal funding; supervising the development and implemental~on of regulations governing community mental retardation programs. Director of Department of Psychological Services, Harrisburg State Hospital. Supervised 14 professional Psychologists and had responsibility for the delivery of psychological services to over 600 residents of the state mental hospital. Dtm, ctor of Mental Retardation Unit, Harrisburg State Hospital. Responsible for all aspects of a residential program serving 145 clients and employing approximately 150 professional and nonprofessional staff. .a~iBtant Professor of Psychology, King's College. Taught eleven semester hours per term. Also, performed research on techniques associated with teaching children with mental retardation and for controlling objectionable behavior. AffNl~tlons Psychological Association i~'ation for Retarded Citizens, Pennsylvania i ~tion for Retarded Citizens, Dauphin County tion for Behavioral Analysts Associal:ion off Mental Retardation Association for the Dually Diagnosed License Number PS002423L Expiralion Dart, '1 t;30/2003 m '"o ent By: CUMB CO OFFICE OF AGING ; 7172406118; Jan-27-03 9:56AM; Page 2 Riverside Associates, P.C. 2818 Green Street, Harrisburg, PA 17110 (717) 2~8-6880 PSYCHOLOGICAL EVALUATION DATE OF EVALUATION: Jalltlary 15, 2005 DATE OF REPORT: January 20, 2002 CLIENT PROFILE Susan M. Magaro January 12, 1912 Caucasian Approximately 5' 5", 102 I1~. Female Rule out Dementia of the Alzheimer's Type None Cumberland County Office of AgirlfJ and Commurlftv Services Priscilla Whitman. Protective Services Worlcer Ow~ ho~Be, Enola PeJlnsyIvanla REASON FOR REFERRAL Purpose/Uethotl IVlrs. Magaro was referred for a psychological evaluation oz~ January 6'f'. 2003 by Cumberland County Office of Aging and Couunuuity Services Protective Services Worker, Priscilla Whitman. Ms. Whitman expk~ine, d that the evaluation would be ustxl in petitioning cmtrt tot guardim~ship. Sb~ asked that Mrs. Magaro be assessed for symptom~ of dementia and a.ge,-relat~d cognidv-~ declinel Au assessment interview w:~ conducted Onr January !3, 2003 in Mrs, Mag~tro'a home at I Chestzr P,,aad, Enola. pa, 17025. ll~e interview involved Mrs. Magaro and he/' granddaughter. Girm Livingston lage 22). Mrs. Liymgstou has known Mrs. Magaro all her lite. She rel~naed that. she has been visiting her _.gTrarulmother almos~ every da3' since Octobea' 2002 and .prior to that, until May 2002, had beem ~,,isiting l~er daily for a long period of time. Interviews and assessmen~ dtctivities were conducted between the hours of 10:00 am and 11:30 am, ent By: CUrb CO OFFICE OF AGING ; 7172406118; Jan-27-03 g:57AM; Page 3/7 Information tbr this report was gleaned fi-om clinic~ and informant intervieves, direct observation of Mrs. Magaro's behavior ami a brief survey or'her living enviromnent. Interviews were semi-struc, mred and h~volved application of the M{ni Mental Status Examination, adtt~axistration of the Scales of Independent Behavior-Rex:ised (gib-R) and a completion 'of a checklist of symptoms associated with dementia m'~d age-related cognitive decline. Mrs. Magaro and Mrs. Livingstone served as informants for completion or' the SIB-R m~ the dementia check, li~t. Mrs. Magaro participated in all activities in~olve~l in administration of the Mi, nj Mental Status Examination, BACKGROUND/PERSONAL. HISTORY Mrs. Magaro lives alone m her own two story home located at 1 Chester Road, Enola., Pennsylvania. By her account, she has lived at this address since approximately 1951, when she moved there wifl~ herlmsband and two young children. Mrs. Magaro rePorted that her husband died i~t 195'7. She did not remarry and has been living alone at this address far an undetermined period of: t~me, Though Mrs. Magaro appeared to be in relatively good heaith~ intbrinants report, ed several recently diagnosed m~icat conditi,',ns. These iIlclude: a history of hypertension, peripheral vascular disease, rnalnutritiorr, atto dehydration. Mrs. Magaro was talcing nv prescribed medication at the th.ne of this evaluation. Mrs. Magaro reported that she was born in Perry County and later moved to .Cumberland County a_,; an ~,~cl,h. She reported completing the g'~ .grade in school and electing to di.~,,ontinue her education after thc 8* grade due to lack of transportation la~ the 9'~ grade class. Mrs. Magaro reported enjoying her SO,doling and recalled tidal She did well in all subjects. According to her report, Mrs. Magaro was employed throughm]t most of her adult lite as a seamsu'ess in a pajama factory in Mechanicsburg and later as a State mnployee supervising ~ parki.ng lot in Harrisburg. Mrs. Magaro cotfld not recali her age at the time of hew rnarriage~ though she frequently talked about lt~ deceased husband Anthony Mag~u'o. Mrs. Livingstone reported that.Mrs. Magaro has been retired as long as she can remember and fl~at, in recent years.. has left her home on very few occ,xsion~ and then only when accompanied by someone else. Mrs. Livingstone reported that her lta~her, Mrs. Magaro's only surviving child(aged approximately 53) has been Mrs. Magaro's guarctian for several years and has lateen responsibility fo)' managing her tinanees, maintaining her home: shopping for her, and looking in on he~. Mrs. Livingstone reported lzowever, that Mr. Mag~o Js no longer able to perform these support functions. Both Mrs. Livingstone and Mrs. Magaro reported that Mrs. Magaro receives sore= support from neighbor's that Mrs. Livingstone report, ed are now elderly. Mrs. Magaro said that neighbors seldom visit her ax~y longer. Mrs. Magaro also has periodic visits from a worlcer a:;sigm-~ to her by the (-'tm~bexPand Count3' Office of Aging and Communi .W Services. ent By: CUMB CO OFFICE OF AGING ; 7172406118; Jan-27-03 9:57AM; Page 4/7 CMNICAL INTERVIEW/BI~HAVIORAL OBSERVATIONS Me~al Status ~xamination. Mrs. Magaro is a slight woman with blue eyes and straight gray hair (pirm~ up on her head) who appears hex stated age. Reporm indicate that she has lost 24 pounds during the pa,ut two years. She wears glasses and is extremely hard of hearittg. Mrs. Mag~o walks without assbtance but complaim of frequent "dizzy" spells. On the day of the interview she wore a dress with a sweater, white athletic socks and sneakers. Her clothing was .dirty from long wear without washing. Mrs. Magaro herself appeared as though she hadn't bathed in .~me time. She rcpoixed that she seldom washes hex hair ',tad that ~e has difficulty getting in and out of the bathtub on her ow~ so washes at the sink instead, ller fingernails and hands were dirty, th(rash there wax no noticeable body odor. Prior to my arrival, M~s. Magaro had been told that she was to he visited by a doctor on this thy. When I arrived, she greeted mc -and invited me m sit directly next to her to facilitate her hearing. Mrs. Magaro was Polite m~d cooperative, Her behavior was socially appt'opriate and eye contact was establL~;hed, mid maid)rained throughou! the interview. Rapport was established and maintained relatively easily; though Mrs. Magaro'~ heating sometimes made ir difficult to h, eract effectively, which required my interacting wi~ her grmddaughter tbr assi.~tance in answering. Mrs. Magaro wa,$ oricnte,-1 to place, person, and the present situatiop. Her orientation to time was poor. She could not accurately name rite season, date, clay, or month despite the fact the previous day: lammry 12i, 2003 had bec~ her birthday. Mrs. Magaro's made an effort tO maintain attention, but it was nevertheless inconsistent. She occasionally seemed to "drift off" and at other limes, perseverated on questions unrelated to the intcrvicw (e.g. whether or not her htlaba.m:l m-as still living), Mr.~. Magm'o's immedi~,t~ memory w~ very good as evidenced by lief ability m repeat three trained objects immediately. Her short-term mentory howe's'er was extremely poor when asked to repeat thc names of the same objecLs five minute~ later, she was umable £o name even one_ Mrs. Magaro's lolxg-l.erm memory was also poor. She was unable to provide de,ails of prior employment ired had di£ficulty remembering whether or m~t her husband had died. Mrs. Magaro's mcmd ,.,'as relatively normal and appropriate to the situation, ller affec~ wa~ congruent with mood. During the interview Mrs. Magm'o evidenced some s~gns of paranoid thinking to the extent that she repeate~y report~, her fears that the railroad ma5' bt: plarming to buy her house ~nd tha~ someone had stolen (or. wotdd steal) her siJ. verware_ Aside i?OlXl I:hi~, Mrs. Magaro e¥idcmced no signs of depression, psychotic di.~ordc-r, suicidal, or homicictal ideal.ion. Mrs. Livm .gstouc clid report, however, that Mrs. Magaro cri~s uearly daily and exprcs'scs extreme fear of b..-~ing alone m'~eral times a week. ent By: CUMB CO OFFICE OF AGING ; 7172406118; Jan-27-03 9:58AM; Page 5/7 BEHAVIOR ASSE~SMEI~T The SII~-R was completed during the clinical i~tervicw and scored later. The .qIB-R ia a comprehensive measure of adaptive and problem behaviors. It is designed to measure thnctional independence and adaplivc functioning ar home and in others settings_ $cor~ allow users LO compare one ingi.vidual [o others of the same age (Mrs. Magaro's scores were compared to a sr~istical sample of hldividuals 80 years of age and older) and m identify specific support needs. It provides extensive information for assessing adaptive strengths and service needs_ A table of scores sa~mmarizing the outcome of this administration is .attached. Overall Mrs_ Magaro's functi(mal indelxaxlence is very. limited, less than 99.9% of the ret~rence group. SIB-R results sugges! that Mrs. Magaro is able to do tasks those over 80 years of age can perform, only ? % of the time. Her greatest su'ength is in the area of' motor ski!Is where she scored at the 20'~ percentile. Mrs. Magaro's ~ocial and ccmununJcation skills are also very pmited (.4~ percentile). Her perr, onal living skills including, ~atmg, toileting, dressing, self-care, and domestic skills are very limited to negligible (at the. 1'~ percentile). Tiffs iow rating is based on the facts that she docs not rcmennber to or consi~'tently prepare meals for herself, does not appropriately toilet herself. does notch-ess appropriately, change into clean clo~ing, care for clothing adequately, and that she doe~ not perform other self-care fi~ncxions independently. Finally, Mr.-. Magaro's community living skills including her ability to manage money, tell time and imeract with the community (e. g. use the telephone book, cfc.} arc very limited to negligible (1~ perce~rtile). Mrs. Magaro's maladaptive behaviors which include regmlar falls, crying without reason several t/utes each week, social isolation, withdrawal, mid t~equem resistance or refusal to pertbrm socially apprcgriate and necessary_ activities are considered to be marginally serious. These £mdings suggest that. lVlrs. Magaro needs nmch more supl~n than others her age, primarily because of limited adaptive behavior. The outcome suggesLs a need t'or outside help to protcmt her health and $afel3,. Mrs. Magaro ~xluires support and sttpervision with most activities of daily living. A st~d ch~kli~ of sympto~ associa~ wifix dementia was applied ba~ed upon mformatkm provided by Mrs. Magaro ~d Mrs. Livingstone ~d observafio~ of Mrs. Magaro's behavior. Survey of her preset pe~om~ce suggests Bmr Mrs, Magaro shows earl)' signs et' l)~lenfia, which wOUM 5~ tO exce~ probl~5 associat~ wi~ age-reiamd co~fitive ~ecline in s~e-ag~ ~rs. Mrs. Magaro, for ins~ce, contuses ni~t a~ day and exhibits an extremely awhyt~'~ic gleep/w~e cycle. Her m~o%, is genially p~r. She lhrg~s pm~ay ~lrough f~ili~ romines such as eat~g, toilefing, and ~R~g ~e table. She ios~ or mi~laces o~jecaz, forgels wor~ mid common obj~tg~ and ~}rgets names of p~ople whom she knows (e.g. her gvanddaughter who she s~s everyday). Mrs. Magaro also cxhibicq u~h~ac~i'i~ric irritabilRy ~d i~ easily ~sct. She sex, ks reassurance that careg/vers ~e nearby and seems apprehensive evea if ie~ alone ~. a room. She e~fibits a loss of interest in foraterly hvored objc:clS add a(:rivitic~ ~d p~ticiI)ares in no apparent i~iediate activities m occupy h~sclf. She secure rctucmn.t to leave, the house or to engage in previously pret~red ~on~eous activiti~. Mrs. Mag~o is reported to ~ve difficulty ~'id~ dcp~ pt~ccprion a~ stmble$ ~r los=g he: balance increasingly more ~equently irmluding approximate monthly fallz: on ~e st~s from ~c P: to 2~ fioc,r of her home. ent By: CUMB CO OFFICE OF AGING ; 7172406118; Jan-27-03 9:58AM; Page 6/7 DtACI~IOSTIC r-oPJtJULATIOft Mrs. Magaro present{, a.s a socially isolated 91-yeax.-old won[an with diminishcxl cognitive and adaptive skills. Though nox~e were observed directly, reports s'uggext that Mrs. Magaro also experJ, ences numerous symptoms (c.g. frequent crying, fearfulness, loss of appetite, disrupted sleep, etc.), which rrray be associated with depressed ntood. Direct observation ofMrs. Magaxo's behavior, informant reports, and administration of sm'vey instruments document that Mrs. Magaro currently exhibits a moderate memory impairment characterized by diminished ability to carry out motor activities, despite intact motor functions. Failure to recognize and identify familiar objects ami disturbance.~ in her ability to plan, organize, sequence and abstract, ideas are all indicative of early stage dementia. Together these deficits cau.qe significant impairment in Mrs~ Magaxo's social functioning and represent a significant decline h'om previous levels of fimctioning. A repor£ provided by her grazMdaugh~ augge$1.s that these impairment.s have h-ad a-gradual onset and. are progressive. In summary, Mr.~. Magaro:s diagnostic profile includes the tbllowing: AXilS l: AXIS Il: AXIS IlI: AXIS VI: AXIS V: 290.13 Dententia of the Aizheimer's type with depressed mood V71.09 No Diagnosis Hard of hearing, malnutrition, dehydration, hypertension, peripheral v~cular disease Severe, social isolation with regard to primary support group Mrs_ Magaro's currcl~t Global Assessment of Functioning score is estimated to be approxin~ttely 22, indicating a need for ahnost constant supervision due to gross impairment in reality testing, comntuuication, cognition, affect, and personal hygiea~e DISCU~SlON In stmnmu~- Mrs. Magaro exhibits ntm~crous c -hax~tcterLstic~ of.an incapacitated pc-rson. She has significant current and prog, yessive, cognitive and adaptive skill impairmeu,~s, M.~s, Magaro i~ not well or[creed u) time at~! has difficulty relating to immediate practical nee:~s such a,x the need to eat, bathe, and dress appropriately for weather conditions. Mrs. Magaro's incapacity in this regard is sevel-e. Without adequate supervision, Mrs, Magaro'$ cognitive and behavioral deficits represent ta~gible fl~reats to her own well-being. M~. Magaro's emorio~aal state is apparentJy unstable. Reports indicate ti)ar she exi)eriences renu' md exhibits some signs or' pel3eC.utory thinking. 'Ilae'sc have bc~cn evidenced bi~ untimely visits (at midnight, etc.) to neighbor'; hom~ oMrmg reported fiLq Of crying .and fearfulness and through repeated ~eports o~: [:ears th~', her hou.xe will be taken or that her e~lt By: CUMB CO OFFICE OF AGING ; 7172406118; Jan-27-03 9:58AM; Page 7/7 belongings ~vill be stolen. .Though Mrs. Magaro appeared to bc h~althy, she ha5 sc'vc~-al previou.~iy diagnosed medical conditior~ and had not seem a medical doctor in over two years ar the time or' my interview. Regular falls in her house pose a seriotis threat to her continued well- being and her lack of awareness 'and inattemiveness to nutrition .suggest that, without supervision, Mrs. Mag-aro's health .will deteriorate. Reported weight loss underscores t3Js potential. Mrs. Magaro evidences sigmticant deficits in all areas of adaptive behavior inchxding ~(~cial interaction, language comprehension, language ex'pression, caring, toileting, dressing, selt~care, household skills, time awareness, money handling, and safety awareness. These deficits arc greater than 99 % of persons over 80 years of age. Results of this evaluation suggest that Mrs, Magaro is an incapacitaled person who, without direct and cortstant supervision 24 hours a day, is unable to perform mo,~ activities of daily living and is ar significant risk ot: harm to her. Magaro requires the amoum .and type of supervision currently available m a aursh~g home ot similarly supervised setting. Given the naazre of Mrs. Magaro's disorder and currea]l age, it is likely that these incapacities will become incr~tsingly more serious as time p~sses though supportexl envixommmt and increased social interaction may impede thc speeaf or' deterioration. There is no likelihood that. these cognitive and adaptive behavior deficie~tcies wil.l dmfiaish or improve, Psy¢llOlOgi~c Mrs. Magaro Prls.--llla Whi~nalt (Datlphkt coun~*y office oF Agln~ aniJ communiCy ~ervice$~ Riverside A~cF,,ates Cll~ i:lle SIDffE 11113 GIANT ENULA, PA 17025 e~r, er"ie~.,' pled~.e cdll (717) 909'?01'~ I lN[iSl ~;iJi;fil~ TtlflNl( YfliJ 000~511~ BONIJ5 BIJV 5flUIHG ,5~-{:: JI/li IJ [' IIJIIING ..... ~ . 2. ?2 F 0003qqfll BHNU~BUY SflU[NGS O00qqZO0 DONU~ BUY I liRI<}? ilHH .ii,Iii] [illiiflN ~ 2 5b I 000344B1 II{]NUS BUY SfIUIHGS 5(',tI~FF'PE5 211'R I 39 H iiU[F'Pt::S 21 IR I ~9 B I{111 SIIH []~[IID ~ I ~9 F' 690 PREPR[CEU BiSCBuN'r ilIiR Hll. I< l/'Z I~[il ~ NP 1.42 F {< [~tl[: 'J ~J J NGL I~ S 3. 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Eom Li['eti~e BONu~cRRD Savings 6,?BI.gO Earned lhis gisi~ 0 Redee,.ed This Yisil 0 Exlr~ Reward Paints R~a,tab. 0 0 pbrf~t-~-'~e~:e Reelected ( p,.in~5 expire m, November. 30, 20~ __ STORE #113 GIANT ENOLfl. Pti 17025 THANK YOU 48001Z34567 Nu ~oel is In m',sur'e uour' 5at'isF~etion everu ti,~e yeti shop uJfh us. ~f' there is anyfl-iin9 ~ e:an do fa improve your' exper'je~jce PJeabe Loll (7i7) 909-7012. Todd ~eidll, STore Hanover. 11/05/02 GOLD MINi CUPCR 2.99 F UIJR ~ILI< 1/2 GAL B NP 1.38 F ~I-IEAf~ES CEREAL B ;~.49 F FIN PIlBD%NG ~PR .96 F SCHWEPPES ZLIR 1.39 B PB~ERADE SI NGI..E 00045079 BDNUS BUY SAgZNG8 ~FLCH'S JCE lOZ .6~ F ~ELCH'S I]RK lOZ .~7 B ~EICH'S JCE IOZ .63 F ~EI_CH'S JCE 10~ .6; B ~ELCH'S BRk lOZ .47 B BELCH'S JCE IOZ .63 FINASi LIP BALM 00055062 BONUS BUY SAVINGS .14-T FINAS[ SIJGIt~ 1.65 F B'II'ALIANO BREAD ~ I.B9 F 690 PREPSICED BIBgOUNT ,19-F ***~ TAX .~S GAL 19.61 UF CREDZT CARD 19.61 GIANT FOOl] STORES U 0113 310 EAST PENN BR~UE ENOLA, PA 17025 CREDIT CARfl PAYflENT Exp 0509 C~rd XXXXXXXXXXXX]510 REF # 096220 11/05/02 13:34 0113 10 OOGl 157 CItANGE .00 IOTRL NUHBER OF ITEMS SOLD = 15 YOUR 5flYINGS IN IHI5 ORDER BONUGCARD SflUINGS .53 TDTflL SAVINGS .53 11/05/02 1:~4 PH 0113 I0 0061 157 U~sit us on filu Inf~rnet uuu.gim~loa.E~ LJ GIANT STOI?E #11,1 ENOLA, PA 17025 experience please call ('?17) 909-7012. 11118/02 D' I IRLiRNI] DREHD D'I[FlLIttNEI BREAD OUR MILE 1/2 Gill W NP OUR MILt( 1/2 GAl. W NP FIN 1155 175[:'[ 1URkEY HAM FIN lO,ELS tRilL FIN IUWELS 1ROL PfIWER[tDE 320Z WELCH'S JCE IOZ WELCtI' 5 JCE SENSR fiONAk SLID POWERRI]E 320Z CItNADA DRY 2 [.'IR WELCIt'S'JCE 10~ WEI_CH'S JUE lO~ G[il. ll MINI OlJPCli WHEHI1ES CEREAL W WHEFllIES CEREAL W lflSl'YKflkE I(RRF1 C, tlEESE TIIANK YOU O004lBB9 80HIJB BUY B~UIHG 000~5~04 BONUS BUY SAVING ~ B Z/1.O0 00037]01 BDNUB BUY sRuiNG 2 B .19 690 PREPRICED BIBCA[INT 690 PREPRICED DISCOUNT ..~. 1AX .44 BAL VF CREDI[ CARD 1 BgF 1 DgF I 38 F 1 30 F 1 O5 1 2 49 F ?5 [ 75 r I 19 B .63 F .73 F .7't B 1.19 B 1.'t9 El .63 B 63 B 2.99 F 3.49 F ,99 F 2.94 F 4000~186118 .50-'B ,15-B · 50-[ .IB-F .IO-F 31 I;[flNl FBI]l) STORES ~ 0113 310 EIl~] PENN DRIVE ENU[ fl, Pti l~025 UREDIT CARD PI1YMENI Exp 0S09 Card XXXXXXXXXXXXit510 P~umenl tlmount $ KEF 11 0145[~4 ll/18/OZ 15:47 0113 06 0138 3306 GIANT ' STORE Ill] '. ENOLFl, PA 17025 THANK YOU 4000:118611B a. xper'ien[e please t:aJ] }odd Weir:hi, Stor'e H~nager'. UF 12/Ofi/OZ [IIIR MILl( I/2 GilL W NP DilN ISIt tlAM t<RflF I' CtlEESE WItEA'IIES CEREAL W ~ TAX .00 BIlL CREDIT CARD I 41 i 2'39 i ~ 49 F 11 2B 11 2B GIANI EO[]D SIORES ~ 0113 310 Ei:IS1 PENN DRIVE ENOLH, PI:t 170Z5 CREO[I CARD PflYMENE Exr, 0509 Cacd g~XXXXXXXXXS510 Pa~ent Hmount $ REF ~ 040420 12/06/02 10:23 0113 05 0048 llfi ************************************** CHANGE .00 IOI'HI.NUMBER (IF itEMS SOLD : 4 12/06/02 10:23 ttM 011I 05 0048 116 1) isit us on the .l:r, ler·rml wuw.gianJpa.c~m LiFellme tIONIISCRt~D SaVilliJ5 5.66 I'm glad you 5hopped here today. Your Cashier .... JFlNIE ~BONUSCARO-IHE KEY TO LOW PRICE5 AND MUREI OPEN 24 HOUR5 EVERY DAY STORE 1113 ENOLA, PA 17025 THANK YOU 40003106110 M~i 90~]] i5 JO ensur-e gOLlY safis{'a[:Jlan ever,~ lime BL]U simp with us. If' fl]ere i5 an~JhJm~5 [ fall do fl] JmProv~ ~trtur' eXp~r'ience PJ~csB c~ll (?17) 909-10i2. Todd ~eirhl, 5tar.~ Hm'~r'. 12/10/02 OUR MILK 1/2 GAL W NP 1.41 F Ij'IlHL[fiND BREAD , 1.89 F D'IIALIFlNB BREAD ~, 1.89 E ENSIJRE PLIJS 6Pi( 9.[14 F GINGER fiLE 1.lB B UflNIStt CAN 3.49 F GINGER AlE 1.18 ~ 000~588] D'IIALI8 BOQ 8QG 1.89-F TAX 15 BAL 19.14 UF CREDIT CAR~ 19.14 GlflNI' FOOD S[ORES 310 EASt PENN DRIVE ENBLA, PH 17025 CREB]I CARD PAYMENT Exp OSO9 Card XXXXXXXXXXXX3510 REF 1I 01903336 12/10/02 14:13 0113 07 00333 I1~ CHANGE lOTFlL NUMBER OF lIENS S[]I~ ~ 7 .00 YOUR SAUINGS IN THIS ORDER BONUSCARO SAUING~ TOTAL SAVINGS I.B9 12/10/02 2:133 PM 011~ 07 003~ 114l'Bg Visit u5 on the inter-net www. 9i~mlfpa Eom BONIISCflRIJ Saving5 lhis Visit 1.89 Lifetime BONUS(:R~D Savings 8.54 I'~ glad uou shopped Ger~ GIANT STIlf(E #113 ENIJLA, PA 17025 THANt{ YOU 480031B6118 1 Z ./1 3/0 Z UF ENSURE PLUS GPI{ FiNA51 SUGAR 00037449 BONUS BUY SAVINGS WUERI [ES (';EREj"IL W [IUR MILl< 1/2 GAL W NP SENSI-iI[DNR[ SODA 000~01 ~I]NiJ~ BUY SE NSA I'lflNflL SflDiI 000~4~01 BONMS BOY 5ENSd'I[I]NAL SUIIA 00034~01 BONUS BUY PO~ERfiDE ~Z[IZ 5NfiCI{ CAt(ES O00~OZB5 BUNDS BUY ~*** rAH .14 KAL COED[1 CARD 9.Gq F 165F 77.-F 3 '-t9 E ql F 09-B O9--B 1 19 ~ 1.09 f .ZO-F 18.84 1G,84 UIiINI FI]Illl SI[IRES fl 0113 310 EASI PENN DR[gE F Hill. fi, PR l?OZS t:REI][I L:RI~LI PAYHENI E~'p 0402 Card XXXXXXXXXXXX~030 I?11 fl OqSO0~ 12/1:~/02 IS:~O 0113 11 0042 157 CHANGE .00 ]UI[II NIJHBFR OF [IEH5 SOLD = 9 YIJLItt SAVINGS IN TttlS ORDER gONUSCARD SAVINGS IOlflL SAVINGS 12/Ig/02 1:38 PM 01lO 11 0042 157 I ,23 1,23 Uisil us un [h~ Juler'net kl lul Id . 9 i ~['l I p~. EOlq STDRE I113 GIANT ENBLA, PA 17025 THANI( YOU 4110031861 lo My 90ill i5 t0 erlsur'e UOLtr ever'u time Uuu shop with us. ]TF fh~r'u exp~rien[:e PIPase [~1] ('?1'?~ 909-7012: todd ~eicht, Store ~na~ar'. 12/1~/02 UilR NILi(. 1/2 GOL I1UR ~I_R 1/2 G~L ~ NP 1.~1 F COOKED HAH ~ 4.q9 F 000~9~1~ 8ONU~ ~UY SR~NGB .50-F D' J'lAL IflNg BREAD 00041699 BDNU5 BUY 5AVI'NG5 .90-'F . LlrfLE UEBBIE ~ 1.19 E 00040342 BBNU~ BUY ~AVINGS .20-F FRISKIES 3.1SLB , 3.31 f 00035658 BONUS BUY SAVINGS .15~T kRiiFl SINGLES * ].~1 F 000466~9 BONUG BUY SAVINGS .BZ-F 3~.34 FRiSi<I[ C,iI 5.5 1.02 l FRU[I~ORI(fi .99 ~* 1AX .31 GAL 17.26 ~li~AllE5 CEREAL ~ ~.~g F WEI. uit'S JCE 102 WELCH'S WELP. H'~ JPF 10~ .6'~ F WELCH'S' DRI~ lO~' .-47 ~ . · m"" TAX .41 GAL 2~.05 VF CREDIT CARD ~. G[flNI FOOD S~ORES ~ 0113 ~IO ERS1 PENN ENOLR, PR 17025 CREg[T CR~[J PAYHEN1 Exp O50g Card XXXXXXXXXXXX35 I0 Paum~nt A~uunt $ ****"23.05 RE[: fl 0153'/5 12/18/02 12:43 0113 ll O01fi CItANGE .00 II}IRE NUMBER DF iTEMS SOLD = 16 YOUR 5AUING5 1N THIS ORDER DDNUSOARD SAVINGS T[ITAI qnurH~= STORE 11113 GIANT ENULA, PA 17025 THANK YOU 480031861 Hud ~oa] i5 to em,sure uuur 5afisf'act]on ever'u time uno ~hap with us. If ther'e J5 allythil-19 [ can d~] fo improve your experie.ce Please call (717:) 909-7012. Todd ~eicht, 1Z/ZO/OZ ENSURE PLUS GPK lO.lO F I**~ TAX .00 BAL 10.1~ CAsH 10.25 OHARGE .09 TUIAL NUMBER DF IIEMS SOLD = 1 12/20/02 2:2~ PM 0113 05 0299 182 Uisil us on the Internet www, 9i ~n~pa, Eom LiFetime BONUSCflRD Saving~ 12.~q ]]'iq 9lad Uou shopped here fadag. Your Cashier --- DAN BONUSCARD-TtlE KEY ID OPEN 24 ttOURS ': LO~ PRICEB AND NOREI EVER? DAY ~ 2.57 KMART STORE 4479 5050 JONESTOWN ROAD HARRISBURG. PA. 17112 (7171652-4770 YOU HAVE T DAYS TO BUY INSURANCE FOR YOUR ELECTRICAL OR BATTERY PURCHASE CRSHIER: PRECIOUS ~ENERAL HERCNRND~S~E 73468921424 PLUSH 07095076052 1QT SAUCEPAN A 5,99 17.99 **~* TAX 1.44 BAL 25,42 XXXXXXXXXXXX3510 EXP 0905 VISA/VS APPROVAL 412834 VF VISR/VS 25.42 CHANGE .00 YOUR TO~AL SAVINGS: 2.00 TOTAL NUMBER OF ITEMS : 2 I IIIIIIi lll ll llll CQE YLE LON giT 95V EOB 12/24/02 7:03 PM 4479 10 1226 0168 Merchandise included in toda!~'s transaction mag be refur, ned or exch~nscd before 03/24/03 this receipt. The complete return & exchange PolJcu is available at the Service I)esW, GIANT S/firE I113 EMI]LA, PA 17025 48003186111) MU goal is to ensure UOur satisfaction exPer'Jen[m o1:.~ ~. ,u IRPr0V~ , 12/27/02 OUt'~ H~LK 1/2 GRL Id NP 1.41 F IAST¥~i~KE DONUTS w 2 59 F 690 PREPRICE~ 8ISCOUNT " ~"~" )'AX .26-F UF C~EOIT C~O0 BAL 3,74 3. ~4 GIRN[ FO[II) SIORES ENO/R, P-A 17025 CREOII' t:RFCD Pfi~HENI Exp Oq02 Card X'XXXXXXXXXXXflO~O RET ~ 051565 12/27/02 1~1:2! 011~ 09 0098 3307 CHANGE lIJlflL NIIH~ER OF [[EMS SOLD ~ 2 ,OD YOUR SflUING5 I'N THIS 8flNUSCflR8 nuru~. [ . 8TilL SflUINGS .26 12/2H02 2:2I p~ 0]13 Og 0098 330'/.26 Visit .s on the .[nternet www.~ianlpa,com BONUSCflRD Savings Ibis Ui~i t .Z6 Lifetime fll]NUSCflRD Savin~s l~.fiO ' ]"~ glad uaw shopped ~our C ' here fodag. ashier DAVE STORE #113 ENOL~, PA 17025 THANK YOU 48003186118 My goal is to ensure your satlSeaczfon every time you shop wlth us. I¢ there ls anything Z can d~ zo Improve your experi~ence Please: call {717) 90977012 TOdd Weicht, Store Manager 12/24/02 LIPTON TEA. 1000 ~ 2.99 F 00045288 BONUS BUY SAVINGS 1.O0-F ~* TAX .00 BAL CASH 1.99 CASH ~,00 CHANGE 1.00 TOTAL NUHBER OF I/EMS SOLD = YOUR SAVINGS ZN THIS ORDER BONUSCARD SAVINGS TOTA~ SAVINGS l.O0 1.00 12/24/02 4:29 PH 0113 83 0222 872263 Visit us on the Internez ww~.g]anzpa.co~ BONUSCARD Savings Th~s Vis/t 1.00 Lifetime BONUSOARD Savings 13 34 Z'a glad You shopped here Your Cashier -- U-SCAN BONUSCARD-THE KEY TO OPEN 24 HOURS LOW PRICES AND MORE! EVERY DAY GIRNT 5TDRE #113 ENDLR, PA 17025 THflNI( YDU ~B003186118 ever'H T~.mo ~ou 5lloP u~th us. IF there ~5 aF~l'hlr/9 I cai dg 'fO ll~prov~ ugur' experlencv please ca~[ (717) 909-'7012. Tadd ~i[hr 5tur'~ Manaeer, 01/05/03 GINGER HL.E 1 18 B GINGER ALE 1.1~ g ENSURE PLUS 6PK 10.1b F ENSI.IRE Pi d5 6PK 10. 16 F NrIEHI~E5 CEREfiL ~ ~ 7,.q¥ F ~*** TAX .15 BIlL ~fl.32 UF CREDIT CARD 26.~2 GIgNI FDI']D HI(IRES ~ 0113 3~0 EFtST PENN DRIUE ENBLR, PH 1PO25 fiREDZI (]RRB 'PHMHENT Exp 0,509 Card XXXXXXXXXXXX~5 It) P~menl Hmuu~ t $ ~x,26.!2 REF ~ 05]0q0 1/05/03 1~ 18 0115 05 0211 t61 CHANGE ,00 iCl'AL_ NUMBER OF IIEM5 SOLD ~ 5 1/05/03 1 18 PM 011~ 05 0211 lfll U15IT u5 £1il time ~nt~rna| uuw giar'ltpa.aom 2005 klgNUS(.:flRD 5avtn95 ,00 I'm 91aa uou 5hopped here iuda,t. Ymur gaeh~er -- ALEX BDNUGCflRD-THE KEY TO OPEN 24 ttDURS LOW PRICES AND MOREl EUERY DAY GIRNT STORE #11'3 ENOLA, PA 17025 THANK YOU 4900~1861ia 011O6103 MC VF OUR MIL. t< 1/2 CRt. W NP I 40 F OUR HIiLt< 1/2 GAL W NP 1.40 F FINflST SP[IONS .59 '[ FINflST SUGA~ 1.79 F TAX .04 BAL 5.22 S~A~ED C.DUP8~:~ 2. O0- TAX '- .04 BAL 3.22 CREDIT OARD ~.22 GiANf FOOb SIBRES 1~ 011~ ~'10 ERST PENN DRIVE ENOLA, PH 1702S CR~.[,' £ l URR[) PRYMENI Exp 0402 Card XXXXXXXXXXXXGO'~O REF ~ 059476 1/06/03 1~:35 Oll5 05 01% 11~ CHflNBE .00 r[I'tAL NIlM~ER Of: ]:lENS SOLD ~ 4 YOUR SAVINGS IN THIS ORDER COUPON SAVINGS 2.00 TOTAL SAVINGS 2.00 1106103 4:3~ PH'OtI3 05 0193 113 .00 i'm glad ~ou 5hopped her'~ [odau. Your Ca,bier -- CHRY BDNUSCARD-THE KEY TD OPEN 24 HOUR5 LOW PR'ICES AND MORE! EVERY DAY GIANT STORE #113 ENQLA, PA 17025 THANK YOU 49003186118 ever~ ~me ~ou ~hop w~th u~, If Shere is an~$hing ~ can do fo i~prove ~our experience ~lea~e call (717) ~dd Weich~, S~ore M~nager~ 01/09/03 EN'¥ENMRNN SNACK * 3.39 F. 690 PREPRICE~ DISCOUNT ,3~-F SENSRflONRL SODA ~ 42 B 000411~1 BONUS BUY SAVINGS .OS-B SENSATIONAL SODA ~ .42 B 00041161 BONUS BUY SAVINGS .05-B WHERTtES CEREAL W * 3.49 F ~#~ TAX UF CREDIT CARD 7,35 GIANT FOO~ STORES ~ 0113 ~lO ERST PENN DRIVE ENOLR, PR 17025 Exp 0S09 Card ×XX××××XXXX×5510 REF ~ 000218 1109/03 16:24 0~13 10 oogB 192 CHANGE .00 TQlRL NUMBER QF ~TEMS SOLD ~ YOUR SAVINGS IN THIS ORDER BDNUBOARD SAVINGS TOTAL SAVINGS 1/09/05 4:24 PM 0113 10 0096 Y~sit us on the Iniernef www.giart~p~.com BONUSCRRD Savings lhi5 Visit ,4' 2005 BONUSCRRD Saving5 ************************************* I'm glad uou shop~ed here Your Cmsh~er -- MATT BONUSORRO-THE KEY TO OPEN 24 HOURS LOW PRICES AND NQRE! EUERY DAY CLUB HANA6ER ROBERT FOHBY C 717 ) 558 - 4200 HARRISBURG, PA 01/13/03 16:21 2591 8175 014 V MEMBER 101-10680863156 THANK YOu, 1188 NAOMI LIVINGSTON 635725 JUICE 24PK 9.12 N 176233 APPLESAUCE 5.68 N 652240 FRUIT N GELS 6,17 N 19983 FRUIT BOWLS 5.98 N 338721 ENSURE PLUSC 32.48 N TOTAL 59.43 SAMS P CREDIT 59.43 ACCOUNT ~ 10680863156 APPROVAL ~ 000387 CHANGE DUE 0.00 # I TEHS SOLD 5 TC) 0393 2409 2109 3385 5640 SAM'S CLUB Travel 1-800-955-SRHS O1/13/03 16: 21: 34 MEMBER COPY GIANT STORE #113 ENOLA, PA 17025 THANK YOU 4BOO31B6.1ID M~ 9cai is fo ensure uour satisfaction everu time uou shop with us, If there is anufhJn9 I can do fo improve your experience please call (717) 909-7012. Todd Weichf, Sfor-e Manager, 01/24/03 OUR MILK 1/2 GAL W NP 1,~0 F OUR MILK 1/2 GAL W NP 1.qO F WHEATIES CE]REAL W S,q9 F SENSATIONAL ~QDR ~ .q2 B ':00041098 BONUS BUY 5RUINGB ,OB-B SENSATIONAL SODA , .42 B 00041098 BONUS BUY SRUING~ .09-B COOKED HAM 3,49 F TRSTYKRKE DONUTS * 2,59 F 690 PREPRICED DISCOUNT .26-F ~*** TAX .04 GAL 12,82 UF CREDIT CARD **************************************** GIANT FOOD STORES ~ 0i13 310 EABT PENN DRIUE ENDLA, PR 17025 CREDIT CARD PAYMENT Exp 0509 Card XX×XX:XXX~,XXX3ilO PaymenT'Amount $ ****'12.B2 REF ~ 068774 1124103 15:45 0113 10 0093 131 ************************************** CHANGE .00 TOTAL NUMBER OF ITEMS SOLD = 7 YOUR SAVINGS IN THIS ORDER BONUSOARD SAVINGS ,4~ TOTAL 5AUING5 .43 1/24/03 3;45 PM 0113 10 0093 131 Visit us on the Internef www. Bianfpa.~o~ ********** SAVINGS SUMMARY *********** BONUSCRRD Savings This Visif .4~ 2003 80NUSCRRD Savings .BY I'm ~lad uou 5hopped here fodau. Your Cashier -- GLADYF BONUSCARD-THE NEY TO OPEN 24 LOW PRICED AND MOREl EVERY IN THE MATTER OF THE PERSON AND : ESTATE OF: : : SUSAN M. MAGARO, : AN ALLEGED INCAPACITATED PERSON: : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COLrNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-084 PETITION TO EXTEND EMERGENCY PLENARY GUARDIANSHIP OF THE PERSON AND ESTATE AND NOW COMES THE PETITIONER, the Area Agency on Aging in and for Cumberland County, Pennsylvania, who represents and avers as follows: 1. The Petitioner is the Area Agency on Aging, in and for Cumberland County, with its office located at 16 West High Street, Carlisle, Cumberland County, Pennsylvania. 2. The alleged incapacitated person is Susan M. Magaro, age 91, widow, who, since the Hearing for appointment of Emergency Plenary Guardians of the Person and Estate on February 5, 2003, has been residing at Perry Village Nursing Home in New Bloomfield, Perry County, Pennsylvania but who previously had resided for many years at 1 Chester Road, Enola, East Pennsboro Township, Cumberland County, Pennsylvania. 3. On or about January 28, 2003, Petitioner filed a Petition for Appointment of Emergency Plenary Guardians of the Person and Estate of Susan M. Magaro, an alleged incapacitated person. 4. On February 5, 2003, a Hearing was held on the Petition resulting in an Order being entered wherein Nancy Stahley, niece of Susan M. Magaro, was appointed Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro, which Order was to be in effect for seventy-two (72) hours. 5. The seventy-two (72) hour period has elapsed. 6. Petitioner believes and, therefore, avers that the emergency continues because her condition remains the same. 7. Petitioner believes and, therefore, avers that the Emergency Order dated February 5, 2003, a copy of which is attached hereto, marked as Exhibit "A", and incorporated herein by reference, should be extended for twenty (20) days from the expiration of the initial Emergency Order. 8. Lindsay Dare Baird, Esquire, counsel for Susan M. Magaro, the alleged incapacitated person, does not object to the requested extension and Paul Orr, Esquire, counsel for Anthony R. Magaro, son of Susan M. Magaro, at the conclusion of the Emergency Heating did not object to the requested extension. WHEREFORE, Petitioner prays that this Honorable Court: 1. Extend the appointment of Nancy Stahley as Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro, an alleged incapacitated person, for twenty (20) days from the expiration of the initial Emergency Order, at which time a full Guardianship Hearing will be held; and 2. Issue a role upon Susan M. Magaro, the alleged incapacitated person, with notice thereof to be given to her next-of-kin, and to such other persons as this Court may direct, to show cause why she should not be adjudged an incapacitated person and Nancy Stahley, niece of Susan M. Magaro, be appointed Permanent Plenary Guardian of her Person and Estate. Respectfully Submitted, _ Anthony L. DeLtlca, Esquire 113 Front Street P.O. Box 358 Boiling Springs, PA 17007 (717) 258-6844 VERIFICATION I hereby verify that the facts and information set forth in the foregoing Petition to Extend Emergency Guardianship of the Person and Estate of Susan M. Magaro are tree and correct to the best of my knowledge, information, and belief. I understand that any false statements contained herein are subject to the penalties of 18 Pa. C.S. Section 4904, relating to unswom falsification to authorities. Dated: Priscilla Whitman iN THE MATTER OF THE PERSON AND ESTATE OF SUSAN M. MAGARO, AN ALLEGED INCAPACITATED PERSON IN THE COURT OF COIVfHON PLEAS OF CUliBERLAND COUNTY, PENNSYLVANIA ORP?uXNS' COURT.DiVISION NO 21-03-084 ORDER OF COURT A~N~ NOW, this 5th day of February, 2003, following a hearing, i find that Susan M. Hagaro is an incapacitated person, and Nancy Stahley is appointed emergency plenary guardian of the person a~d the estate of Susan M. Magaro. Anthony L. DeLuca, Esquire For Area Agency on Aging Lindsay Dare Baird, Esquire For Susan M. Hagaro By the Court, ~Edgar B Bay±~,~ prs 17_i 13 EXHIBIT "A" A TRUE OO~¥ FROM RECORD In Testimony wherof, I hereunto set my hand and the seal of said Court at Carlisle, PA day of ~ ~ 20 O~ 06,z,-I Clerk of the Orphans Cou~ Cumberland County IN THE COURT'~OF'~'COMMON:~PLEAS CUMBERLAND COUNTY, PENNSYLVANI ORPHANS' COURT DIVISION NO. 21-03-084 IN THE MATTER OF THE PERSON AND ESTATE OF: SUSAN M. MAGARO AN ALLEGED INCAPACITATED PERSON PETITION TO EXTEND EMERGENCY PLENARY GUARDIANSHIP OF THE PERSON AND ESTATE AND ORDER ANTHONY L. DELUCA ATTORNEY AT LAW 113 FRONT STREET P.O. BOX 358 BOILING SPRINGS, PA 17007 IN THE MATTER OF THE PERSON AND · IN THE COURT OF COMMON PLEAS OF FEEl 10 ~11§3 ESTATE OF: · CUMBERLAND COUNTY, PENNSYLVANI~:~{ ~ .. ~ SUSAN M. MAGARO, : AN ALLEGED INCAPACITATED PERSON: ORPHANS' COURT DIVISION · NO. 21-03-084 ORDER AND NOW, this I I ~ day of February, 2003, upon consideration of the attached Petition, it is hereby ORDERED AND DECREED that · 1. The Appointment of Nancy Stahley, niece of Susan M. Magaro, as Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro is extended for a period of twenty (20) days; and 2. A rule is issued upon Susan M. Magaro to show cause why she should not be adjudged an incapacitated person and Permanent Plenary Guardians of her person and estate be appointed. A hearing on this matter shall be held in Courtroom No. of the Cumberland County Courthouse, on al , 2003, at ~'. ~ o'clock ~ . M.. listed-~the ?etitl6n mr ~ppol/itmgntef Emer-enc-'~, .~ Plcnar~- Guardirms ef the Person..ai~/y by ........... : ....'- ...... 1 .... 4 ~e..+;n~4 x:.ail. ('F- Edgar B. Bayle~q,~L~ IN THE MATTER OF THE PERSON AND : IN THE COURT OF COMMON PLEAS OF ESTATE OF: : CUMBERLAND COUNTY, PENNSYLVANIA : SUSAN M. MAGARO, : AN ALLEGED INCAPACITATED PERSON: ORPHANS' COURT DIVISION : NO. 21-03-084 PETITION FOR APPOINTMENT OF PERMANENT PLENARY GUARDIANS OF THE PERSON AND ESTATE AND NOW COMES THE PETITIONER, the Area Agency on Aging in and for Cumberland County, Pennsylvania, who represents and avers as follows: 1. The Petitioner is the Area Agency on Aging, in and for Cumberland County, with its office located at 16 West High Street, Carlisle, Cumberland County, Pennsylvania. 2. The alleged incapacitated person is Susan M. Magaro, age 91, widow, who, since the Hearing for appointment of Emergency Plenary Guardians of the Person and Estate on February 5, 2003, has been residing at Perry Village Nursing Home in New Bloomfield, Perry County, Pennsylvania but who previously had resided for many years at 1 Chester Road, Enola, East Pennsboro Township, Cumberland County, Pennsylvania. 3. On or about January 28, 2003, Petitioner filed a Petition for Appointment of Emergency Plenary Guardians of the Person and Estate of Susan M. Magaro, an alleged incapacitated person. A copy of said Petition is attached hereto, marked as Exhibit "A" and incorporated herein by reference. 4. On February 5, 2003, an Emergency Hearing was held on the Petition and, at the conclusion of said Hearing, the Court found that Susan M. Magaro is an incapacitated person and appointed Nancy Stahley, niece of Susan M. Magaro, Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro. 5. Nancy Stahley, niece of Susan M. Magaro, is willing to accept the appointment of Permanent Plenary Guardian of the Person and Estate of Susan M. Magaro. WHEREFORE, Petitioner prays that this Honorable Court appoint Nancy Stahley, niece of Susan M. Magaro, Permanent Plenary Guardian of the Person and Estate of Susan M. Magaro. Respectfully submitted, Anthony L. DeLuca, Esquire 113 Front Street P.O. Box 358 Boiling Springs, PA 17007 (717) 258-6844 VERIFICATION I hereby verify that the facts and information set forth in the foregoing Petition for Appointment of Permanent Plenary Guardian of the Person and Estate of Susan M. Magaro are tree and correct to the best of my knowledge, information, and belief. I understand that any false statements contained herein are subject to the penalties of 18 Pa. C.S. Section 4904, relating to unswom falsification to authorities. Dated: ~[_lJ~/Zlzl. l_~, ]O: ~tgo,.~ / Priscilla Whitman 12'4 THE M_ATTER OF THE PERSON AND ESTATE OF: SUSAN M. MAGARO, AN ALLEGED INCAPACITATED PERSON JAN ' IN THE COURT OF COMMON PLEAS OF · CUMBERLAND COUNTY, PENNSY-LVANLA ORPHANS' COURT DIVISION 28 PRELIMINARY DECREE AND NOW, this day of ,2003, upon consideration of the annexed Petition, it is hereby ORDERED AND DECREED that a Hearing on this matter is set for the day of ,2003 at __. M. O'clock in Courtroom No. __ at the Cumberland County Courthouse, 1 Courthouse Square, Carlisle, Pennsylvania. is appointed to represent the allegedly incapacitated person· BY THE COURT, EXHIBIT "A" IN THE MATTER OF THE PERSON AND ESTATE OF: SUSAN M. MAGARO, AN ALLEGED INCAPACITATED PERSON IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DMSION NO. PETITION FOR APPOINTMENT OF EMERGENCY PLENARY GUARDLANS OF THE PERSON AND ESTATE AND NOW COMES THE PETITIONER, the Area Agency on A~ng in and for Cumberland County, Pennsylvania who represents and avers as follows: 1. The Petitioner is the Area Agency on Aging, in and for Cumberland County, with an office located at 16 West High Street, Carlisle, Cumberland County, Pennsylvania. 2. The alleged incapacitated person is Susan M. Magaro, widow, age 91, who resides by herself at 1 Chester Road, Enota, East Permsboro Township, Cumberland County, Pennsylvania and has resided there for a number of year. o The only known relatives of the alleged incapacitated person are: A. Anthony R. Magaro - son 106 Pine Hill Road Camp Hill, Pennsylvania B. Gina A. Livingston - Granddaughter C/O Dauphin County Victim Witness Assistance Program Dauphin County Courthouse Front and Market Streets Harrisburg, P~nnsylvania 17101 C. Irene Meadowcroft - Niece 9 Salt Road Enola, Pennsylvania Nancy Stahley- Niece 29 Barnett Street P.O. Box 215: New Bloomfield, PA 17068 Helen Clouse - Sister 31 Barnett Street P.O. Box 215 New Bloomfield, PA 17068 Susan M. Magaro has, for at least three (3) months, been incapable of managing and caring for herself and her financial affairs. 5. Susan M. Magaro exhibits symptoms of mental incapacity, including but not limited to dementia. Susan M. Magaro's mental incapacity prevents her from managing and caring for the affairs of her person and estate. The Petitioner, through its authorized representative, has conducted an investigation of this matter and has determined that, on January 15, 1997, the Susan M. Magaro Family Irrevocable Trust was executed by her wherein she appointed Anthony R. Magaro, her son, as Trustee of the trust. A copy of the Susan M. Magaro Family Irrevocable Trust is attached hereto, marked as Exhibit "A", and incorporated herein by reference. 8. Further investigation by Petitioner has revealed the following: a. That Susan M. Magaro sits in her house in the dark with windows covered by newspapers; b. That she is unable to cook for herself; c. That ongoing attempts to provide nutrition under care management have been unsuccessful; d. That a neighbor gave her a frozen meal to warm up which she returned still frozen, unable to prepare it; e. That spoiled food has been found in the refrigerator and she does not know how long she had the food; and f. Food has been purchased for Susan M. Magaro by staff from the Area Agency on A~ng, neighbors, and Gina A. Livingston, a ganddaughter. 9. While food has been made available to Susan M. Magaro, observation has been made that little food has been consumed and she has been seen flagging down a passing motorist after she was told by an individual that he could not go to the store for her at that time. The unknown motorist subsequently returned with milk for her. 10. During the past two (2) years, Susan M. Magaro has made numerous telephone calls to the East Pennsboro Township Police Department concerned about the following: a. That she is fi-ightened because she believes that men were going to stop; : pick her up and take her away to Texas; b. That she is agraid to be there alone; c. That someone has entered her house and has taken such things as silverware, scissors or flashlights; and d. That she requests police to watch her house or drive by her street. 11. In September, 2002 Petitioner's author/zed representative met with Anthony Magaro at his mother's home to discuss services that would be available to her. This meeting was unsuccessful and he was angry that a neighbor was providing his mother with frozen meals from the Office of Aging and that it should stop because he did not trust the food that was provided. 12. During that meeting in September, 2002, Anthony Magaro also stated that another neighbor was nosy and should not interfere with his mother even though that neighbor was helping to buy milk and food for his mother. 13. On or about December 20, 2002, Gina A. Livingston, granddaughter of Susan M. Magaro contacted Petitioner with concerns regarding her grandmother because her father, Anthony Magaro, was arrested and in jail because he could not make bail. The said Anthony Magaro is still in jail. 14. The granddaughter, Gina A. Livingston, stated on or about December 20, 2002 that her father, Anthony Magaro, had not been providing any care to his mother and she was now concerned how her grandmother's bills were being paid and that the assistance her father had been providing to his mother had declined over the past few years. 15. On or about December 23, 2002, Priscilla Whitman, Protective Service Case Manager for Petitioner, visited the residence of Susan M. Magaro and made the following observations: ao So ho Her clothing was very dirty; Her body was dirty; The house was dark; She cried out in pain when sitting down in a chair after answering the door; She asked Ms. Whitman on four (4) occasions who she was and the reason for her visit; She asked if her spouse was living and believed that he was living in Wormleysburg with another woman; She did not know how to contact her son and did not have his telephone number; and She did not know that Christmas was two (2) days a~vay. 16. On January 2, 2003, Priscilla Whitman visited the house of Susan M. Magaro and, at that time, observed that she was still dirty, had no recollection of who Ms. Whitman was, and did not know the day, month or year. 17. When asked on January 2, 2003 whether her son had visited her over the holidays, she said that he did but could not say when. On January 17, 2003, Petitioner was notified that Susan M. Magaro. had called another party, was very ups~ because she was dizzy and needed blood pressure medicine. Arrangements were made for her to see Dr. Lynn Comehus. 19. A physical examination conducted by Dr. Lynn Cornelius revealed the following: a. Malnutrition; b. Abnormal weight loss; c. Dementia, multi-infarct; d. Alzheimer's, delirium possible; e. Peripheral vascular disease; f. High blood pressure; g. Inability to attend to daily living needs; h. Poor hygiene; i. Mycosis; and j. Debility. 20. Susan M. Magaro has had a psychological evaluation conducted by Riverside Associates, which evaluation reveals the following diagnoses: a. Dementia of the Alzheimer's type with depressed mood; b. Severe, social isolation with regard to primary support group; and c. Mrs. Magaro's current Global Assessment of Functioning score is estimated to be approximately 22, indicating a need for almost constant supervision due to gross impairment in reality testing, communication, cognition, effect, and personal hygiene. 2t. Under the terms of the Susan M. Magaro Family Irrevocable Trust, she irrevocably transferred assets listed on Schedule "A" which assets are referred to hereinabove in Exhibit "A". 22. Petitioner does not know the status of said Trust. 23. The Petitioner believes that Susan M. Magaro has monthly income from Social Security and a pension from the Commonwealth of Pennsylvania which are deposited into a bank account for her but that she has no control over the money. 24. Petitioner believes and, therefore, avers that allowing Susan M. Magaro to continue living in her home and wandering would place her in imminent danger of death or serious bodily harm. 25. Petitioner believes and, therefore, avers that Susan M. Magaro has not been properly cared for by her son, AnthonY, Magaro, and that she should be placed in a nursing home facility. 26. Less restrictive alternatives are not available because there is no one able to care _ for her. 27. Nancy Stahley, niece of Susan Magaro, is willing to accept the appointment of Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro. 28. No other Court has ever assumed jur/sdiction in any proceeding to determine the incapacity of Susan M. Magaro. 29. The failure to appoint Nancy Stahley, niece of Susan M. Magaro, as Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro will result in irreparable harm to the person and estate of Susan M. Magaro. WHEREFORE, Petitioner prays that this Honorable Court appoint Nancy Stahley, niece of Susan M. Magaro, as Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro. Respectfully Submitted, 'Anthony L. I2e_,~uca, Esquire 113 Front Street P.O. Box 358 Boiling Springs, PA 17007 (717) 258-6844 VERIFICATION I hereby verify that the facts and information set forth in the foregoing Petition for Appointment of Emergency Plenary Guardian of the Person and Estate of Susan M. Magaro are true and correct to the best of my knowledge, information, and belief. I understand that any false statements contained herein are subject to the penalties of 18 Pa. C.S. Section 4904, relating to unsworn falsification to author/ties. Priscilla Whitman 18; Dec-31 -02 12:11PM; Page I rz~'r~ ~OM? A~R~~ is executed in triplicate om thin ~'~ day offS, 1S97, by ~d betwe~ ~S~ M. ~, now Of 1 ~es ter Road/ East Pen~ro T~s~D, ~erland P~ylv~ia (herein called "Settlor-), and ~ ~. ~0, now of 106 Pine ~11 Road, East P~sboro T~hi~, ~erland County, Pe~syl~a~a (herein called "T~st~e-). ARTICLB I. TRUST ESTATR 1.01. Initial Principal. Settlor, desiring to establish an irrevocable trust, does hereby irrevocably transfer, assign and deliver to the Trustee, and his successors and assigns, the assets listed on Schedule "A" attached hereto and made a Dart hereof. Aa further evidence of such assignment, Settlor has executed or will execute or cause to be executed such other instz%unents as may be required for the purpose of completing the assignment or transfer of title to such property to the Trustee. The Trustee accepts such transfer and assignment to himself as Trustee, and the Trustee undertakes to hold, manage, invest and reinvest the assets of this Trust and to distribute the income and principal of the Trust in accordance with the provisions of this Agreement. 1.02. Additfon _~ l Principal. Se t tlor and any other person(s), with the consent of the Trustee, shall have the right at any time to make additions to the corpus of t~his Trust or any share thereof hereby established. Ail such additions shall be held, governed and distributed by the Trustee in accordance with the terms and conditions of this Agreement. AKTICL~ II. II~REVOCABILI~Y OF TRU~ 2.01. ~xrev~mbilit¥. Settlor has been advised of the consequences of an irrevocable trust and hereby declares that this Trust shall be irrevocable and shall not be altered, amended, revok~ or term/hated by Settlor or any other person(s}. A~TI CLE III. TRUST 3.01. Trust~Princ~pa/. The entire corpus of this Trust, incluchtng the assets initially transferred to this Trust, subsequent additions to th/s Trust and the proceeds of any sale, exchange or investment'of such Trus~ assets, shall be used for the ~urposes herein contained. 3.02. Distributions During Settlor,s L~feti~.' During Se~tlor's lifetime, th9 Trustee shal~ d/strlbute all of t_h~ net income of. the Trustt~, or for the benefit of, Settlor. The Trustee shall make no distributions of prlncipal to, or for the benefit of, Settlor. ent By:, CUUB CO OFFTCE OF AGING ; 7172406118; Dec-31-02 12:11PU; Page 2 3.03. .~enerml Power of ADDoin~,t. Settlor's child, ANT~0NY ~. MAGAR0, is her~y grant~ s~e or all of ~e princi~l of t~s T~t to hi~lf, his ee~ate, ~s cr~ors or the cre~itor~ of his estate, ~n ~ch ~ro~rtions an~ u~n ~ te~ (in t~st, ~trtght gifts or in any o~er ~er) as he de~ a~vis~le. This ~w~ sh~Z ~t be ~ercis~le ~der ~s will. If Se~tlor's ~lld fails, ei~ in w~e or in ~art, to ~ercise ~e g~eral ~w~ of aD~in~nt herein granted, ~hen ~he ~a~tnted 9rinci~l shall ~ntinue ~ t~st and shall be ~nister~ ac~rding to the te~ of 3.0~. T~rminattcu~ and Oistrlbutio-. The Trust shall terminate upon Settlor's death. Upon telTai-ation, the remaining trust estate shall be distributed in fee single to S~ttlor.s son, ANTHONY R. MAGA~O, or his surviving issue, per stirpe~. ARTICLB IV. POW~R~ OF TRU~T~ 4.01. Genera~l P~wer_s. In a~dition to such other Dowers and duties as may have been granted elsewhere in this Tr~st or by law, but subject to any limitations contained elsewhere in this Trust, the Trustee shall have the following powers and duties: (A) In the management, care and disposition of this Trust, the Trustee shall ha~e the power to do all things and to execute such deeds, instruments and other documents as may be dee~ned necessaI7 and pro,er, including the following powers, all of which may be exercised without order of or report to any court: (1) To sell. exchange or otherwise dispose of any ~roperty, real, personal or mixed, wheresoever Ideated, at any time held or acquired hereunder, at public or private sale, for cash or on terms as may be deter~dned ~ by the Trustee, without advertisement, including the ~. right to lease for any term~otwithstand/ng the periodof ~ the Trust, and tog rant options, including an option for ~ a period beyond the duration of the Trust. c~ (2) To invest all monies in such stocks bonds :D securities, investment companies or trust shares, mortgages, no~es, choses in action, real estate, co imDrovements thereon, and other property as the Trustee co may deem best, without regard to any law now or hereafter c~ in. force limiting investments of fiduciaries. (3) To retain for lnvestment any property deposited with the Trustee hereunder. (4) To vote in person or by proxy any corporate Stock or other security and to agree to or take any other action ~n regard to any reorganization, merger, consolidation, liqeidation, bankruptcy or other procedure 2 68-1 ~nt By:, CUMB CO OFFICE OF AGING ; 7172406118; Dec-31-02 12:11PM; Page 3 or proceedings affecting any stock, bond, note or other security held by this Trust. (5) To use lawyers, real estate brokers, accountants and any other agents if such employment is deemed necessary or desirable, and to pay 'reasonable compensation for their services. {6) TO compromise, settle or adjust any claim or demand by or against the Trust and to agree to any rescission or modification of any contract or agreement affecting ~he Trust. (?} To renew any indebtedness, as well as to borrow money, and to secure r. he same by~ortgaging; pledging or conveying any property of the Trust, including thepower to borrow from the Trustee (in the Trustee's ind/vidual capacity) at a reasonable rate of interest. (8) To retain and carry on any business in which the Trust may acquire any interest, to acquire additional interests in any such business, to agree to the liquidation in kind of any corporation in which the Trust may have any interest and to carry on the business thereof, to join with other owners in adopting a~y form of management for any business or property in which the Trust may have an interest, to become or remain a partner, general or limited, in regard to any such business or property and to hold the stock or other securities as an investment, and to employ agents and confer on them authority to manage and operate the business, property or corporation without liability for the acts of any such agent for any loss, liability or indebtedness of such business if the management is selected or retained with reasonable care. (9) TO register any stock, bond or other security in the name of a nom/nee without the add/tion of words indicating that such security is held in a fiduciary capacity, but accurate records shall be maintained showing that the stock, bond or o~her security is a trust asset, 'and the Trustee shall be resl>onsible for the acts of the nominee. [B) Whenever the Trustee is directed to distribute any trust principal in fee sim~le to a person who is then un4er twenty-one {21) years of age, the Trustee shall be authorized co hold such pro~-rty in trust for such personuntil he becomes twenty-one years of age, and l~ the meantime the Trustee shall use such part of the inc~- and principal of the tr~st as the Trustee ~ay deem necessary to provide for the proper support and education of such De,son in ~he standard ~f living to which he has become accustomed. 681 2.31 e, nt, By; CUMB CO OFFICE OF AGING ; 7172406118; Dec-31-02 12:12PM; Page 4/11 If such Person ~hould die before becoming twenty-one (21) years of age, the property then remaining ~.n trust shall be distribute~ to =he Personal representative of such person's estate. (C] In making distributions from the Trust to or for the benefit of any m/nor or other person under a legal disability, the Trustee need not require the appointment of a guardian, but shall be authorized to pay or deliver the distribution to the custodian of such person. =o pay or deliver the distribution to such person without the intervention of a guardian, to pay or deliver the distribution to the legal guardian of such person if a guardian has already been appointed, or ~o use the distribution for the benefit of such person. (D) In the distribution of the Trust and' any division into separate trusts and shares, the Trus~eeshall be authorized to make the distribution and division in money or in kind or in both, regardless of the basis for Income tax purposes of any property d/strtbuted or divided in kind, and the distribution and division made and the values establishedbythe ?rustee sha/lbebind/ngand conclusive on all persons taking hereunder. The Trustee may in makiz~] such distribution or division allot undivided interests in the same property to several trusts or shares. (N) The Trl/stee shall have discretion to determine whether items should be charged or credited to income or principal or allocated between income and Drfncipal as the Trustee may ec~uitableax~d fair under all the circumstances, including the power to amortize or fail to amortize any part or all of any.premium or discount, to treat any part or all of the profit resulting from the maturity or sale of any asset, whether purchased at a premiu~ or at a discount, as income or principal or apportion the same between income and principal, to apportion the sales price of any asset between income and principal, to treat any dividend or other dfstribution on any investment as income or principal or to apportion the sazne between income or principal, to charge any expense against income or principal or apportion the same, and to provide or fail to provide a reasonable reserve against depreciation or obsolescence on any asset subject to depreciation or obsolescence, all as the Trustee may reasonably deem equitable mhd Just under all of the circumstances. 5.01. ~ne~.~ Pro~s~o~. No beneficiary shall have the power to anticipate, encumber or transfer his interest in the trust estate in any manner other than by the valid exercise of a power of appointment. No part of the trust estate shall be liable for or charged w~th any debts, contracts, liabilities or torts of a beneficiary or subject to seizure or other process by any creditor of a beneficiary. 4 684 232 ent By: CUMB CO OFF[CE OF AGZNG ; 7172406118; Dec-31-02 12:12PM; Pa,~e 5/11 ARTICLE VI. CONSTRUCTION 0P T~UST 6.02. Cho~ce'of I~w. This Trust 8hall be admiuistered and interpreted in accordance with the ~aws of the Co~mo~l~ of Pennsylvania. 6.02. Code. Unless otherwise stated,, all references in this Trust to section and chapter numbers are to those of the Internal Kevenue Code of 1986, as amended, or corresponding provisions of any sub6equent federal tax laws applicable to this Trus t. 6.03. Other. Unless the context otherwise requires, the use of one or more genders in ~he text includes all other genders, amd the use of either the singular or the plural in the te~t includes both the singular and the plural. 6.04. ~ionf. The captions set forth in thisAgreement at the beginnimg of the various divisions hereof are for convenience of reference only and shall not be deemed to define or lim/t the provisions hereof or to affect in any way their construction and application. 6.05. ~itus o£ Tr~st. The Trust shall have its legal situs in Cumberland County, Pennsylvania. ARTICLE VII. COI(P~ATION OF T~U~TEE AND APPOINTMENT OF SUCCESSOR TRUSTEE 7.01. C~s~.sat~o~. The Trustee shall receive as his com~ensation for the services performed hereunder that sum of money, based on an hourly charge or percentage rate, which the Trustee normally and customarily charges for perform/ng sim/lar services during the time in which he performs these services. 7.02. Re~oval or Hes~qnation of Truste~. Settlor may remove the Trustee at alDy t~ne or t/~es, with or without cause, u~on thirty (30} days writteml notice given to the Trustee. After the Settlor,s death, a majority of the current income beneficiaries may remove the Trustee at any time or t~mes, with or wtthou= cause, upon thirty (30) days written notice given to the Trustee. The Truste~ma¥ resign at any time upon thirty (30) days wrlttennotice gtvel% to Settlor or, after Settlor's death, upon thirty (30) days writtennottce given to the current incom~beneficiaries. Upon the removal or resignation of the Trustee, a successor trustee shali, be appointed tn accordance w/th the terms set forth tn Paragraph ? 03~ below. ' 7.03. APpoinUment o~ Sg~Celsor Trusteg. Upon the death, resignation or incapacity of the Trustee, Settlor's niece, NANCX STAHL~Y, is hereby apl~c;/nted Successor Trustee hereunder. Upon the 5 · x~ 884 ~ 233 ~nt By:, CUrB CO OFFICE OF AGING ; 7172406118; Dec-31-02 12:13PM; Page 6/11 d~, resl~tion, r~l or inca~city of the T~stee and ~ccessor T~stee, a successor t~stee shall be a~int~ by Settlor or, after Settlor's death, by a ~Jority of the ~ent in~e b~ef~ar~es. ~y successor t~stee ~us aD~tn~ed s~ll be a f~ncially sold and c~et~t co~ra%e t~stee. The ~cceseor T~stee and any fur~ Suc=essor t~stee s~ll succeed to all the ~uttes and ~rs, including discretio~ ~ers, herein granted to the T~s~ee. 8.01. ~eneral Provision. Notwithstanding anything to contrary in th/s Trust, each dis~osition Settlor has ~aade herein, legal or equitable, to the extent it can be referred in its Postponement of becoming a vested interest to a duration measured by some life or lives in being at the time of Settlor's death, is definitely to vest in interest, although not necessarily in possession, not later than twenty-one (21) years after such lives (and any period of gestation involved): or to the extent it cannot be refex;ed in any such PostPonement to such lives, is to so vest not later than twenty-one (21) years frc~n the time of Settlor's death. ARTICL~ IX. PAYMENT OF TAX~2, ~ AND F~.PEN~ES OF ADMINISTRATION 9.01. Pal~en~ of neath Taxes an~ Other .~,s. ta~$ settl~ c~oste. The T~stee shall ascertain fr~ ~e l~al repres~tative of Settlor's estate whether the legal representative has sufficient assets to Day the r~ining legacy, succession, i~eritance, tr~sfer, estate ~d o~er dea~ t~e~ or duties levi~ or assessed against the Se=tlor's estate (including all interest ~d ~enalties thereon), all of which t~es, interest and pe~lties are her~fter referred ~o as the death taxes, interest ~d ~nalties. If the l~al ~pres~tative a~ses ~e T~tee ~t i~suffic~t f~ds ~ist to ~y all the death taxes, interest and D~alties, the T~stee s~ll ~ DaY to ~e l~al re~resentatf~ fr~ the t~st pr~erty, an a~unt ~al to all the death t~es, interest ~d penalties in execs of the fuds available to the legal r~res~zattve for these D~ses, which ~nts are to ~ ~de wi thout aD~rtio~t. If the personal re~resentatiwe of Settlor's estate, in such his solo discretion, shall determine that appropriate assets of Settlor's estate are not a~allable in sufflci~ut amount to pay (1) Settlor' s funeral expenses and (2) expenses of admi~isteri"_g Settlor,s estate, the Trustee shall, u~on the request of the personal representative, contribute from the principal of the trust estate the amount of such deficiency; and in connect/on with any such action the Trustee shall rely upon the written statement of the personal represen~ative as to the validity and correctness of 684 .34 .:nt B~: CbMB CO'OFFIC~ OF AGING 7172406118; Dec-31-02 12:13PM; ,Page 7/11 the a~unts of any such e~ses, ~ s~11 furnish f~ds Co the Der~onal reDresentative so as to enable h~ to ~ischarge the 0r to ~i~arge ~y ~rt or all ther~f h~e[[ by ~g Da~n[ directly to the person entitled or elating to be enEi[led receive pa~ent there,- No =onsi~erat~on ne~ be r~tre~ by T~Btee fr~ =~e personal representative for ~y dleburs~t by the T~scee pursuant hereco, nor shall there be a~y obligation upon ~he ~r~onal reDres~tative ho repay ~o =he T~stee any o~ the funds ~ieburse~ by h~ hereunder, an~ all ~un=s ~isburse~ by T~s~ee ~rs~t ~o =he authority h~y conferred u~n h~m be 6isburse~ w~thouC any right in or ~Ey u~n ~e T~Stee to seek or ob~aln ~ntributlon or re~urs~u fr~ any person or on account of such pa~=. The T~Stee shall not be res~nsible Eot ~e applicac~on o~ any f~de ~elivered by him to t~e personal r~reeenta=ive pursuit uo the au~hor~=Y here~ grants0, nor shall [he T~etee be s~ject =o liability to any bemef~cia~ hereunder on accost o~ any pa~ent ~e by him pursuant to the provisions hereof. ~ ~~S ~F, Se=tlor and T~s~ee have hereto set their hands an~ seal~ as of the day and year first ~itten above. (BAAL) COMMONWEALTH OF pENNSYLVANIA : ~ ~h~S, ~ /~day of ~, 1997, before me, a contained - 1. .:'."' ~' sel: hand and o. fi¢ia 235 ent 9y~ CUMB CO OFFICE OF AGING ; 7172406118; Dec-31-02 12:13PM; , Page 8/11 e~t By:'CUUB CO OFFICE OF AGING ; 7172400118; Dec-31-02 12:13PU; Page 9/11 DATED:~I997 Fa0~ ~N M. MAGA~O, 8ETTLOH TO ANTHONY R. MAGAR0, TRUSTHE D~'~ {~1/2~000 T~ 10r~19 ~ of 11 Pgs ilo: 2000-OOO~ CE~ ~ ~J'! ~ .12~ Property Description: (1) Real property located in East Pennsboro Township, CA~mberland County, Pennsylvania, identified as Tax Parcel No. 9-13- 0998-004. (2) Real property located in East Pennsboro Township, Cumberland County, Pennsylvania, identified as Tax Parcel No. 9-14- 0834-223. (3) Real property located in East Pemn-boro Township, Cumberland County, Pemnsylvania, identified as Tax ParcelNo- 9-14- 0834-224. (4) Real property located in East Pennsboro Township, Cumberland County, Pennsylvania, identified as Tax Parcel No. 9-15- 1288-046. (5) Real property located in East Pennsboro Township, ChL~berla/~dCounty, Pennsylvania, £d~ntified as Tax ParcelNo. 9-15- 1288-047. (6) Real property located in Silver Spring Township, Cumberland County, Pennsylvania, identified as Tax Parcel No. 38- 04-0367-042B. (7) Real Droperty located in New~ort Borough, Perry County, Pennsylvania, identified as Tax Parcel No. 190-046.04-303.000. en~.B.y.: '~UMB,CO OFFICE OF AGING 7172406118; Dec-31-02 12:14PM; . .Page 10/11 A FFfDAVIT ^~o~en. M~¢~O COMMO~TH OF PENNSYLVANIA ' · SS: country oF C,~ ~ ~ ~ I~.~, ~__ - und~s~ offi~, p~sonally ap~r~ AN~O~ ~ MAGARO, known to me (or pr~) to be t~ p~n who~ n~e ia mb~ to the ~thin Affida~, ~d ac~ow{~8~ thai he ~t~ the ~me for the p~o~ thef~n IN WITN~ WHEREOF, I her~mo act my hand and off. iai S~l. ~bHc My ~~on E~res: ~0~ 68-t ~,~ ent'By: CUMB CO ~FFICE OF AGING ; 7172406118; Dec-31-02 12:14PM; . ~a~e 11/11 Alter recording, pica.se renan original 'rrusi to: Mark E. Halbrtmer, ..Esquire Gatc-s & Associates, P.C, 1013 Murnma Road, Suite 100 Lemoyne, PA 17043 684 ~l:f I Certify this to be recorded In Cumberland County PA 238 IN THE COURT OF COMMON PLEAS ~UMBERLAND COUNTY, PENNSYLVANI DRPHANS' COURT DIVISION NO. 21-03-084 IN THE MATTER OF THE PERSON ~ND ESTATE OF: SUSAN M. MAGARO, AN ALLEGED INCAPACITATED PERSON PETITION FOR APPOINTMENT OF PERMANENT PLENARY GUARDIANS OF THE PERSON AND ESTATE AND CITATION ANTHONY L. DELUCA A'I-I'ORNEY AT LAW 113 FRONT STREET P.O. BOX 358 BOILING SPRINGS, PA 17007 IN THE MATTER OF THE PERSON AND : IN THE COURT OF COMMON PLEAS OF ESTATE OF: : CUMBERLAND COUNTY, PENNSYLVANIA SUSAN M. MAGARO, : AN ALLEGED INCAPACITATED PERSON: ORPHANS' COURT DIVISION : NO. 21-03-084 : CITATION TO THE ALLEGED INCAPACITATED PERSON To: SUSAN M. MAGARO: We command you to appear at a hearing in the Orphans' Court of Cumberland County, to be held in Courtroom No. 2 of the Cumberland County Courthouse, on c~l, ~t/205 , at ~ :~., o'clock A.M..,_ to show cause why you should not be adjudged an incapacitated person and a Permanent Plenary Guardian appointed for your person and estate. BY THE ~// // Edgar ~.~a~ley, .. "~""~ { J. IN THE MATTER OF THE : PERSON AND ESTATE OF : : SUSAN M. MAGARO, : AN ALLEGED INCAPACITATED : PERSON : IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-03-084 ORDER OF COURT AND NOW, this 21st day of February, 2003, this matter having come before the Court on a petition of the Office of Aging, and the Court having previously appointed Nancy Stahley emergency plenary guardian of the person and the estate of Susan M. Magaro, it is now ordered that Nancy Stahley is appointed permanent plenary guardian of the person and the estate of Susan M. Magaro. Guardian should serve without bond. Anthony L. DeLuca, Esquire For Area Agency on Aging Lindsay Dare Baird, Esquire For Susan M. Magaro prs (.-' /?/// Edgar B~ Bay~ey, u. IN RE: SUSAN M. MAGARO AN ALLEGED INCAPACITATED PERSON IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-2003-0084 IMPORTANT NOTICE CITATION WITH NOTICE A petition has been filed with the Court to have you declared an Incapacitated Person. If the Court finds you to be an Incapacitated Person, your rights will be affected, including our right to manage money and property and to make decisions. A copy of the petition which has been filed by AREA AGENCY OF AGING is attached. You are hereby ordered to appear at a hearing to be held in Court Room No. 2, Cumberland County Courthouse, Carlisle, Pennsylvania, on FEBRUARY 21 ., 2003, at 8:45 P M. to tell the Court why is should not find you to be an incapacitated Person and appoint a Guardian to act on your behalf. To be an incapacitated Person means that you are not able to receive and effectively evaluate information and communicate decisions and that you are unable to manage your money and/or other property, or to make necessary decisions about where you will live, what medical care you will get, or how your money will be spent. At the hearing, you have the right to appear, to be represented by an attorney, and to request a jury trial. If you do not have an attorney, you have the right to request the Court to appoint an attorney to represent you and to have the attorney's fees paid for you if you cannot afford to pay them yourself. You also have the right to request that the Court order that an independent evaluation as to your alleged incapacity. If the Court decides that you are an Incapacitated person, the Court may appoint a Guardian for you, based on the nature of any condition or disability and your capacity to make and communicate decisions. The Guardian will be of your person and/or your money and other property and will have either limited of full powers to act for you. If the court finds you are totally incapacitated, your legal rights will be affected and you will not be able to make a contract or gift of your money to other property. If the court finds that you are partially incapacitated, your legal rights will also be limited as directed by the Court. If you do not appear at the heating (either in person or by an attorney representing you) the court will still hold the hearing in your absence and may appoint the Guardian requested. Clerk, Orphans' Court Division Cumberland County, Carlisle, pA My Commission Expires 1 st Monday, January, 2006 SHERIFF'S RETURN - REGULAR CASE NO: 2003-00084 0 COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND CUMBERLAND CO OFFICE OF AGING VS MAGARO SUSAN M BRIAN BARRICK , Sheriff or Deputy Sheriff of Cumberland County, Pennsylvania, who being duly sworn according to law, says, the within DECREE was served upon MAGARO SUSAN M the DEFENDANT at 1 CHESTER ROAD ENOLA, PA 17025 SUSAN MAGARO , at 1548:00 HOURS, on the 31st day of January by handing to , 2003 a true and attested copy of DECREE together with PETITION FOR APPOINTMENT OF EMERGENCY PLENARY GUARDIANS OF PERSON AND ESTATE and at the same time directing Her attention to the contents thereof. Sheriff's Costs: Docketing Service Affidavit Surcharge 18 00 10 35 00 10 00 00 38 35 Sworn and Su~bed to before me this ~Z7 ~'' day of F~,~. /~ [~) ~ A.D. Clerk ~ Orhan~urt <~ L~-~L.-. So Answers: R. Thomas Kline 02/03/2003 ~ ANTHONY DEI,UCA/~ Deputy Sheriff 02/20/03 THU 15:57 FAX 717258390 ANTHONY L DELUCA ESQ ~001 IN THE MATTER OF THE PERSON AND ESTATE OF: SUSAN M. MAGARO, AN ALLEGED INCAPACITATED PERSON : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA : ORPHANS' COURT DIVISION : NO. 21-03-084 AFFIDAVIT The undersigned, Paul B. Orr, Esquire, attorney for Anthony R. Magaro represents as follows: That he has received and has accepted service of the Petition for Appointment of Permanent Plenary Guardians of the Person and Estate of Susan M. Magaro on behalf of Anthony R. Magaro; That Anthony R. Magaro waives the twenty (20) day Notice of Hearing required to be given to the next of kin; That Anthony R. Magaro consents to the appointment of Nancy Stahley, niece of Susan M. Magaro, as Permanent Plenary Guardians of the Person and Estate of Susan M. Magaro; and Date: Appointment by way of filing That Anthony R. Magaro may, in th ~fl~ure, seek reconsij~ion of this a ti o .? norr u . Paul - - ' 50 E. High Street Carlisle, Pa. 17013 (717) 258-8558 ID# 71786 AUTHORITY TO PAY COURT APPOINTED COUNSEL HAR 0 4 2003 I_ COURT - - ·-2. VOUCHER ID District Justice ID Common pleas ID A~pellate E] Other -'N-0 - ;'6 8 9 -3. FOR (D.J., _C.P., APPELLATE) . ' 4. AT (CITY/STATE) - - 5_. BUDGET CODE S. IN _THE G~'E::~/~t~/~. ,'~-~'&,~ ~ ~S~ 7. CHARG~OFFENSE (PURDON CITATION) 8. U Pb'l'l~ OF~4SE . vs ~. ~J~/~ O FELONY ~ MISDEM~NOR 9. PROCEEDINGS (Describe briefly) ~ 11. PERSON REPRESENTED 12. CIVIL DOCKET NO. . I ~ Defendant-Adult ~' ~ 40 A~eflee 13. CRIMINAL DOCKET NO. 5 ~ H~beas Petitioner 6 ~ Material W~lness T ~ Parolee Charged Wilh Violation 10. PERSON REPRESENTED (Full Name) 8 Q Probationer Charged Wdh Violation 14. APPEALS DOCKET NO. g ~ Olhe~ I 6. NAME OF A~ORNEY/PAYEE AND ~ ~ ~ LindsayDareB;ird ' / ~1 L[ 37 South Hanover Street NAME OF COMMON ~LEA~ J'UDG~ASSI~NED TO CASE c. .......; ~:,..PA_. ~'"C~'~, / ~ ~-~o07 17. TELEPHONE No, ~ 18. SOOAL SECURITY NO OR E IN NO CLAIM FOR SERVICES OR EXPENSES 19. ., , SERVICE HOURS DATES AMOUNTS CLAIMED a. Arraignment and/or Plea Multiply rate ~r hour times b. Prelimina~ Healing hours to obtain "In Coup" com- ~ Motione and Requests~ ~ ~nsation. Enter total below. ~ e. Sentence Hsarlng, ~/~ , O }. Trial g. Re~ocation Hearings h. Juvenile Hearinga i.j. Appealsolher (Speci~ on additional mheets)C°u~/ ~/~ 19~ TOTAL IN COURT COMP. /-- =' /12. TOTAL HOURS = ~' b~ ~ER H~R 20. a. Intemiews and conferences Multiply rate' per hour times total b. Obtaining and reviewing r~ords hours. Enter total "Out of Coup" ~ ~ c. Legal research and brief writing com~nsation below. ~ ~ d. Invesdgad~ ~d other work (S~i~ ~ addi~n~ ~eem) 20~ TOTAL OUT OF COURT COMP. TOTAL HOURS = X ~ PER H~R = $ 21. ._,, I~MIZATION OF REIMBURSABLE EXPENSES AMi PER I~M Mileage $.25 ~r mile x O 21~ TOTAL ITEMIZED EXP. =$ 22. CERTIFICATION OF A~ORNEY/PAYEE ~/ 23. GRAND TOTAL C~IMED Has compensation ancot reimbu~ment for wo~ In this ~e pmvlous~ ~en applied fo~ ~ YES~NO = S //~- 5~ Ifyes. were you paid? ~ YES ~NO Ifye~bywhomwereyou~i~ Howmuch?. Has the person represented paid any money to you. or to y~r knowl~e anyone else. In connection with the maker for 24. DEDUCT. PRIOR PYMTS. which you were aopointed to provide representation? ~ YES ~NO 4 If~vefletails on additional sheets = $ I ~wear .or affirm lhe truth or co,~ne~ ._-/~ ~ ~~' 3' 2' o~ me adore statements S~ure of A~om~Payee Date 25. N~ AMOUNT C~IMED Copy I - Mail to Court Administrator at completion of service 2A 0810 I PLEASE ADDRESS ANY CORRESPONDENCE REGARD NG THIS VOUCHER OR TRANSACTION TO THE OFFICE OF THE CONTROLLER CUMBERLAND COUNTY COURT HOUSE CARLISLE, PA:IT013. , COUNTY OF CUMBERLAND GENERAL ACCOUNT CARLISLE, PENNSYLVANIA No, REMI'FI"ANCE ADVICE- .~.'t-I~".'ACI~[~ S~'~'~I~I ,CH ,[~(' IN FULL SETTLEMENT OF ITEMS SHOWN HERE~Nt IF NOT CORRECT, PLEASE RETURN WITH EXPLANATION. 0395875 BEFORE DEPOSITING I VOUCHER # VENDOR # NAME DEBIT VCH ADDRESS CREDIT VCH CHECK REQUEST/ VOUCHER FORM CONTRACT # l Lindsay Dare Baird 37 South Hanover Street Carlisle, PA 17013 INV # 006892 PAGE 1 OF 1 DESCRIPTION # ACCT #1 V&F ACCT #2 ~ ACCT #3  ACCT ~ AccT #5 Final Check?  ACCT #6 DIST C ~ PRIOR YEAR? YES  INV DATE 3/17/03 / 21-03-084 Orph~ 01-236-641-050 ACCT #7 PAY DATE ~ (Limit: 14 spaces) AMT1 $112.50 AMT2 AMT3 AMT4 AMT5 AMT6 AMT7 TOTAL AMT $112.50 APPROVAL SIGNATURE: NOTE: SHADED Areas for A/P Use Only 3/17/O3