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HomeMy WebLinkAbout11-08-13 RHOADS & SINON LLP RECORDED OFFICE OF By: Scott Alan Mitchell ��yL{_S Attorney ID No. 76124 RE'.ISYER OF One South Market Square, 12`"Floor 17 P.O. Box 1146 iii IM Harrisburg, PA 17108-1146 Phone: (717)231-6602 CLERK 0 Facsimile: (717) 238-8623 ORPHANS' COURT E-mail: smitchell @rhoads-sinon.com CUMBERW0 CO.. PA IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA PATRICK J. MOLLE ORPHANS' COURT DIVISION An Alleged Incapacitated Person No. 21-13- 11S9 PETITION FOR APPOINTMENT OF EMERGENCY AND FULL PLENARY GUARDIAN OF THE ESTATE OF PATRICK J. MOLLE The Petition of Mary Adams, by her attorney, Scott Alan Mitchell, Esquire, of Rhoads & Sinon LLP, respectfully represents: 1. Petitioner is Mary Adams ("Petitioner'), an adult individual residing at 901 Hillside Drive, Carlisle, Pennsylvania 17013, who is the mother of Patrick J. Molle and interested in his welfare. 2. The alleged incapacitated person is Patrick J. Molle ("Patrick"), who is an adult individual and the son of Petitioner. Patrick resides at 18 Watson Drive, Carlisle, Pennsylvania 17015. 3. Patrick is 32 years of age, having been born on February 28, 1981. 4. Patrick has a history of ongoing and severe drug abuse and drug addiction, which began when Patrick was in 7`" grade. 5. In addition to Patrick's history of drug abuse and addiction, he previously was diagnosed with Oppositional Defiant Disorder in 1988 and ADHD in 1992. 1 v� 6. Asa result of behavioral issues while Patrick was a middle school student (and approximately 13 years of age) at Phelps Academy, Malvern, PA, Patrick subsequently was admitted to in-patient treatment at Philhaven in 1994. 7. Upon completing his treatment, Phelps was unwilling to accept Patrick back to their academy, and so Patrick enrolled at Carlisle High School where he received an individualized education plan (IEP). 8. Following a drug overdose while a student at Carlisle High School in 1997, Patrick was then admitted in-patient to a closed psychiatric unit at Carlisle Hospital. 9. Since the onset of Patrick's drug abuse and addiction, he has received ongoing treatment at various facilities, including Hidden Lake Academy, Dahlonega, Georgia; Ascent Behavioral Health Services, Meridian, Idaho; Roxbury Treatment Center, Shippensburg, Pennsylvania; Caron Foundation, Wernersville, Pennsylvania; and Caron Renaissance, Boca Raton, Florida. 10. Also since the onset of Patrick's drug abuse and addiction, he was charged with DUI in 2000, eventually resulting in a license suspension during which Patrick continued to drive, thus resulting in further suspensions and eventual incarceration in 2003. 11 After being released from prison, a condition of Patrick's probation was that he receive outpatient drug/alcohol counseling. Although Patrick completed that program, he eventually failed a drug test while on probation, resulting in possible additional incarceration. 12 To avoid additional incarceration, Patrick agreed to receive treatment at Roxbury in or around June 2004. 13. After receiving a large mandatory distribution from a trust (discussed below), Patrick quickly squandered the distribution and increased his drug use and addiction, resulting in his hospitalization at Pinnacle Health in the summer of 2005. 14. After receiving another mandatory trust distribution in February 2006, Patrick again maintained his level of drug abuse and addiction, resulting in an additional hospitalization in the Spring of 2006 and eventual admission to Caron Foundation in Wernersville, after which Patrick checked himself out of the program after just 3 weeks (in or around July 2006). 15. After checking himself out of Caron, Patrick then met a local doctor who regularly wrote Patrick prescriptions for opiates, which increased Patrick's drug abuse and addiction. At that time, Petitioner was going to pursue an involuntary commitment for Patrick, but a day beforehand, Patrick requested to return to Caron, which occurred in January 2008. 16. Patrick's most recent admission was to Caron Renaissance, a long-term treatment program, during which Patrick received a case manager, Salima Patel, PhD (ABD), 3860 N.E. 170"' Street, Apt. 203, North Miami Beach, Florida 33160, who has continued to provide care, treatment, and counseling to Patrick to the present time. 17. Within the past twelve (12) months, Patrick's drug abuse and addiction has relapsed and increased to the point that Petitioner has observed that Patrick no longer is able to manage his financial resources or physical health and safety and is evidencing signs of ongoing drug abuse throughout each day. 18. Since the most recent relapse, Patrick has attempted various outpatient programs. However, such programs have been unsuccessful, and Patrick has had recurring relapses after each unsuccessful outpatient program. As a result of the foregoing, Ms. Patel has recommended an intensive in-patient treatment program to Patrick, but Patrick has refused to enter such program. 19. As a result of Patrick's refusal to enter the in-patient program and Petitioner's observation of Patrick's ongoing drug addiction and declining health, Ms. Patel traveled to Pennsylvania to engage in an intervention with Petitioner, Patrick, Patrick's personal attorney, and other family members on the morning of Wednesday, November 6, 2013. 20. At the aforementioned intervention, Patrick refused to enter an in-patient program or to acknowledge his relapse, and he left the intervention, which has prompted the filing of this Petition. 21. Because of Patrick's mental and physical condition, it is believed and therefore averred by Petitioner that Patrick is an incapacitated person within the meaning of Chapter 55, Subchapter A, Section 5501 of the Probate, Estates and Fiduciaries Code, in that his ability to receive and evaluate information effectively and communicate decisions in any way is impaired to such a significant extent that he is partially or totally unable to manage his financial resources or to meet essential requirements for his physical health and safety. 22. Patrick's current assets consist of (1) his house at 18 Watson Drive, which Petition estimates to be worth $200,000; (2) miscellaneous household furnishings and personal property; and (3) approximately $1.5 million in a trust account established for Patrick by his grandfather and in which Susquehanna Trust & Investment Company is trustee. 23. Patrick is unemployed, and his sole income is from the aforementioned trust fund. 24. Patrick has the following next of kin: a. 4-year old son, Shane, who currently resides with his (Shane's) mother; b. Brother, Gregory Molle; C. Half-brother, Jon Adams, who has irregular and sporadic contact with Patrick; d. Half-brother, Jeff Adams, who has irregular and sporadic contact with Patrick; e. Mother, Mary Adams (the Petitioner); and f. Father, Patrick G. Molle, who resides at an unknown address in Florida and has irregular and sporadic contact with Patrick. 25. Patrick has never been a member of the armed services of the United States and is not receiving any benefits from the United States Veteran Administration or its successor. 26. Patrick has previously executed a General Durable Power of Attorney and Advanced Healthcare Directive/Health Care Power of Attorney. 27. Due to the condition set forth above, Patrick, is totally unable to manage or even appreciate the significance of his financial affairs, property and business and to make and communicate any decisions relating thereto, including the ability to communicate his need for assistance in these areas. 28. Due to the severity of the diagnosed condition set forth above, the assistance of other persons or services would not enable Patrick to participate in the making of any decisions concerning his estate. 29. The severity of the diagnosed condition of Patrick requires that a plenary guardian be appointed to manage the estate of Patrick. Said guardian should be appointed to manage and handle all aspects of his estate, specifically including, but not limited to: all issues relating to his cash, checks in any bank or savings account held in his name, his stocks and bonds, his personal property, his real estate, his life and other insurance of which he is an owner or a beneficiary; his entitlement to any government or non- government benefit plans, federal, state and local taxes, trust accounts of which he is a beneficiary, claims made or to be made on his behalf or against him, the execution of documents, the entry into contracts affecting his and the payment of reasonable compensation or costs to provide services to him. 30. Less restrictive alternatives, other than the appointment of a plenary guardian of his estate, have been considered but determined not to be viable alternatives. Petitioners therefore believe that the best interests of Patrick and his estate are not being provided for at this time and will not be provided for absent the appointment of a guardian of his estate. 31. The proposed guardian of the estate is Susquehanna Trust & Investment Company, Lancaster, Pennsylvania, a Pennsylvania financial institution and corporate fiduciary. 32. The proposed guardian is qualified pursuant to 20 Pa.C.S.A. §5511(f), and the proposed guardian does not have any adverse interest to Patrick. 33. The aforementioned proposed guardian agrees and consents to its appointment as guardian of the estate of Patrick, and its Consent to serve as guardian of the estate is attached hereto as Exhibit "A" and incorporated herein by reference. 34. No other Court has ever assumed jurisdiction in any proceeding to determine the capacity of Patrick nor has a guardian already been appointed for him. 35. The Petitioner seeks both a full guardianship under 20 Pa.C.S.A. § 5511 and, for the reasons set forth above and below, an emergency guardianship under 20 Pa.C.S.A. § 5513, to remain in effect until a full guardianship can be ordered by the Court. 36. As noted above, Patrick has had a marked and ongoing relapse over the past twelve (12) months, and he displays virtually incessant drug use. Nonetheless, Patrick has continued to operate his car while under the influence of drugs over the past twelve (12) months. 37. As a result of Patrick's history of overdoses, and in light of Patrick's current relapse, Patrick simply is unable to control his own drug use, and Petitioner believes that Patrick is in imminent risk of another drug overdose and even death if an emergency guardian is not appointed. 38. Additionally, Patrick recently has received over$100,000 as a repayment of a loan he previously made to his brother, and, in light of Patrick's increased drug use, Petitioner believes that Patrick's estate will suffer irreparable harm if an emergency guardian is not appointed. 39. 20 Pa.C.S.A. § 5513 authorizes this Court to appoint an emergency guardian of an estate when it appears that the person lacks capacity, is in need of a guardian, and a failure to make such appointment will result in irreparable harm to the person or estate of the alleged incapacitated person. 40. Petitioner avers that in addition to the above facts, and in addition to further testimony that will be presented at the emergency and full hearing, Patrick's relapse into a drug abuse/addiction binge, and his caseworker's recommendation for immediate in-patient treatment, necessarily demonstrates the need for an emergency guardianship. WHEREFORE, the Petitioner, Mary Adams, prays that this Honorable Court issue a Citation directed to Patrick J. Molle, the alleged incapacitated person, to show cause why he should not be adjudged a totally incapacitated person and Susquehanna Trust & Investment Company be appointed permanent plenary guardian of his estate, with notice by personal service to the alleged incapacitated person. Respectfully submitted, RHOADS & SINON LLP Dated: t ( y: Sco - Atty. I.D. #76124 One S. Market Square, 12th Floor P.O. Box 1146 Harrisburg, PA 17108-1146 (717) 233-5731 Attorneys for Petitioner IN RE: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA PATRICK J. MOLLE ORPHANS' COURT DIVISION An Alleged Incapacitated Person No. 21-13- CONSENT OF PROPOSED PLENARY GUARDIAN OF THE ESTATE OF PATRICK J. MOLLE Susquehanna Trust & Investment Company, the proposed Guardian of the Estate of Patrick J. Molle, the alleged incapacitated person, agrees to accept the appointment as permanent Guardian of the Estate of Patrick J. Molle and avers that: 1. Susquehanna Trust & Investment Company is a Pennsylvania financial institution and corporate fiduciary with an office address of 1570 Manheim Pike, P.O. Box 3300, Lancaster, PA 17604-3300. 2. Susquehanna Trust & Investment Company currently is the sole trustee under a trust for the benefit of Patrick J. Molle. 3. Susquehanna Trust & Investment Company has no interest adverse to Patrick J. Molle. Susquehanna Trust & Inve ent Company Date: D -7��0%� /�.. y/0 By/ Laura Wozniski, Vice P2esident � VERIFICATION I, Scott Alan Mitchell, Esquire, depose and state, subject to the penalties of 18 Pa.C.S.A. § 4904, relating to unsworn falsification to authorities, that I am the attorney for Mary Adam, Petitioner in the foregoing document; am acquainted with the facts set forth in the foregoing Petition; and verify that the statements made in the aforementioned document are true and correct to the best of my knowledge, information and belief. Ic � � � t3 Date Scott Alan Mitchell, Esquire