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HomeMy WebLinkAbout12-26-13 PO Box 804 ��,������� Elizabethville, PA 17023 • • connieOkeystoneguardianship.com � � ������������p melanieC�keystoneguardianship.com . ����w�� heather@keystoneguardianship.com �' gina@keystoneguardianship.com m issy@keystoneguardianship.com December 23, 2013 Maraie Wevodau w � First Deputy Register of Wills o� � o� O f fice o f t he Register o f Wills �� (� �o Cumberland County Courthouse �O o �W � One Courthouse Square, Room io2 Carlisle, PA i�o13 0� � o In Re: Pauline K. Cover � � � �� U Docket No. i79 of 2013 Dear Ms. Wevodau: , On May 3i, 2013, Keystone Guardianship Services, NPC was appointed Emergency Plenary Guardian of the person of Pauline K. Cover. Due to the death of Pauline K. Cover on June 1�, 2013, we have only our office notes to submit as a report regarding this ma.ter. Therefore, enclosed you will find our office notes regarding the time we serviced as Guardian for Pauline K. Cover. Please date stamp and return the copy of this letter to us in the postage-paid self addressed envelope pro��ided. If you have any questions regarding this matter, please feel free to contact us. Sinc.erely, KE`'�TONE GUARDIANSHIP SERVICES -, � �- ' �Jj. _ //C. , /� �.�/�f . �7r�"LC. /�-�L`-�...�� G--. ti��.'�,j,,,Giy�C"j�.'U_.,C/s....._.. onstance E. Stoneroad, President Enclosure Phone: (717) 674-5757 ` " Fax: (717) 362-3381 * www.keystoneguardianship.com Pauline K. Cover File Notes; March 20, 2o�g through Apri15, 2o1g From: Henry, Faith [mailto:fhenry@tuckerlaw.com] Sent: Wednesday, March 20, 2013 10:48 AM To: Connie Stoneroad Cc: 'clare.bennett@goldenliving.com'; Jackson, Aaron Subject: Pauline Cover, Guardianship Paperwork � � � Pauline Cover- Pauline Cover- Pauline Cover- Important Notice witrPrelilminary ORDER oiPetition for Plenary G Connie, Thank you very much for your assistance this morning. Attached are several documents pertaining to Pauline Cover's guardianship proceedings. We have enclosed our Petition and the Preliminary Order of Court as well as an Affidavit of Service and Consent to Serve as Guardian of the Estate for Pauline Cover. At your earliest convenience, please serve Pauline Cover in person with a copy of the Preliminary Order and Important Notice with Citation, returning to us, a signed affidavit of service. Also kindly sign and return the attached Consent to Serve as Guardian of the Estate form. Thank you for your willingness to serve as Guardian of the Estate of Pauline Cover. Please let me know if you need any other information from us. Sincerely, Faith From: Connie Stoneroad [mailto:connieCa�keystoneauardianshi� com] Sent: Wednesday, March 20, 2013 10:56 AM To: Henry, Faith Subject: RE: Pauline Cover, Guardianship Paperwork Hello Faith Received I will review, if I have questions I will email or call you. If time allows I will hand deliver the Affidavit and Consent after I serve. Thanks sure look forward to working with you. Sincerely, ��C�I1.f21� From: Henry, Faith [mailto:fhenry_@tuckerlaw.com] Sent: Wednesday, March 20, 2013 11:01 AM To: Connie Stoneroad Subject: RE: Pauline Cover, Guardianship Paperwork Connie, Wonderful. Thank you very much. I look forward to working with you as well. Sincerely, Faith From: Connie Stoneroad Sent: Friday, March 22, 2013 8:52 AM To: 'Henry, Faith' Subject: RE: Pauline Cover, Guardianship Paperwork Faith Time wise for service to Ms Cover is Tuesday the latest to serve. I am headed to Etown today but can serve this afternoon if you think I should. If I should serve today, please call me on my cell 265-4056 Thanks (�Crxuue From: Henry, Faith [mailto:fhenry@tuckerlaw.com] Sent: Monday, March 25, 2013 8:50 AM To: Connie Stoneroad Subject: RE: Pauline Cover, Guardianship Paperwork Hi Connie, I apologize for not getting back with you on Friday. I am working at a client's office today as well. Please provide process of service to Pauline Cover either today or Tuesday. If you need to speak with me today, please call my cell phone at 717 649-1508. Thank you again for all your assistance. Sincerely, Faith From: Connie Stoneroad Sent: Monday, March 25, 2013 9:03 AM To: 'Henry, Faith' Subject: RE: Pauline Cover, Guardianship Paperwork Faith I plan to serve it tomorrow; I will drop the Consent and Affidavit at your office after I serve. Thanks ��� From: Henry, Faith [mailto:fhenry@tuckerlaw.com] Sent: Monday, March 25, 2013 1:40 PM To: Connie Stoneroad Subject: RE: Pauline Cover, Guardianship Paperwork Connie, Thanks very much. I should be in the office all day tomorrow and look forward to meeting you. Sincerely, Faith From: Henry, Faith [mailto:fhenryCa�tuckerlaw.com] Sent: Tuesday, April 02, 2013 2:14 PM To: Connie Stoneroad Subject: RE: Pauline Cover, Guardianship Paperwork Hi Connie, I do not think I received a copy of the Order of Court you prefer to attached to Guardianship Petitions. Could you send one to me this week for Mr. Jackson to review? Sincerely, Faith From: Connie Stoneroad Sent: Friday, April 05, 2013 8:31 AM To: 'Henry, Faith' Subject: RE: Pauline Cover, Guardianship Paperwork � DRAFf OF ORDER W INVADE IRS FEE LIST Faith Sorry you are so correct; here an order the way we have been requesting. Thanks ��C�ZI� 4/15/13 Time: 5.0 Mileage: 90 miles Mel and I attended the hearing. CES 4/ig/13 Time: .25 I traveled to Golden Living West Shore to visit with Pauline. When I arrived she was in the dining area of her unit. She was sitting at a table, prior to my visit she had been yelling and causing a commotion,but when I sat down beside her she seemed calm, but nervous, wanting me to call her family because she was scared. She told me to call her daughter's Brenda Hall and Kathy Wisner. I told her that she had nothing to be afraid about, she said that those girls don't listen to her, I told her that they did and that they would take good care of her. I told her that I had another friend who had been in here and that they took very good care of her and I was sure that they would do the same for her. She asked me to call her family so I said that I would. I told her that they were just getting ready to have Root Beer Floats so she should just sit there and wait and that the girls would take good care of her. She said you are very nice, would I stay with her because she was afraid, I told her that the girls would see that she was fine and I would be back another time to visit, she said promise I said yes. GME 4/21/13 Time: Mileage Melanie and I traveled to the Cumberland County Courthouse in Carlisle for the hearing regarding the guardianship of Pauline Cover. Testimony was heard however when Pauline's Daughter, Kathy,took the stand and stated some information the Judge decided to continue the hearing to give Kathy an opportunity to seek counsel. The Judge gave her the phone number to contact the Legal Services for those who do not have funds to pay for attorney's. Those present were somewhat confused at continuing the hearing for this reason. Golden Living had to ask for an extension for the MA because of this; the Judge set May 3i at li:oo for the next hearing. CES 5/31/13 Time: 4.0 Mileage: 5o miles Melanie and I traveled to The Cumberland County Courthouse in Carlisle for the second hearing regarding the guardianship of Pauline Cover. Kathy did not have an attorney; she told the Judge she did not have one because they said they do not provide the type of legal service that she needs in this case. Kathy spoke for herself. The Judge did have more questions for Attorney Jackson he pointed out the Guardian has the right to advise the previous Agent under a POA they may not serve. The order did state that the POA which Kathy held is no longer valid with the issuance of this order. Kathy made it very clear that she did not want to talk to anyone from Golden Living or from Keystone Guardianship Services; as a matter of fact when she entered I smiled and said hello she glared at me and asked me what was so funny. Attorney Jackson offered her my card she said she didn't want to talk to me and that if I had something to say to her I should tell my attorney and he will tell her, she added after all isn't that the way it is when one has an attorney. She threw my card in the waste can and even later pulled it our and tore it in many pieces in front of the attorney. Kathy did tell the judge she will send the information regarding the insurance to Golden Living and that they should stop sending her the bills. CES This same day Melanie and I went to the Social Security Office in Carlisle to become the rep payee for Pauline Cover. We did not have an appointment but they were willing to see us if we could come back at i:i5 PM. CES From: Henry, Faith [mailto:fhenryCa�tuckerlaw.com] Sent: Friday, May 31, 2013 4:42 PM To: Connie Stoneroad Cc: Jackson, Aaron Subject: Golden Living Center- Pauline K. Cover ORDER OF COURT � GokJen Living Center Hi Connie, �Clark)Signed ORDEF Attached is a copy of the Order of Court from today's Hearing on the Guardianship of Pauline K. Cover. Aaron has asked Brenda Hall to serve the Order and Statement of Rights on Pauline. We will then mail the affidavit to the Judge. Please let me know if you need any other paperwork on this file. Sincerely, Faith Memorandum for Pauline Cover 6/3/13 Time: i.o Fax: �pages Prepared fax and sent to Halifax Bank to open account and then traveled to bank to sign paperwork. Prepared and fa�ced the direct deposit form as promised to Mrs. Dengler at the CC SS office. Completed and delivered to post office; the request for mail forwarding for anything for Pauline going to 35 Scarsdale Dr. I completed a property search on 35 Scarsdale Dr. and it does reflect that the properry is now in Kathleen Wisner's name from a sale of$1 on 3/6/2012, with an assessed value of$i64,lo0.00. MLP 6/14/13 Time: .25 TCF Brenda Hall to advise that Pauline is in a decline right now. She is not eating or drinking. Brenda did sign the necessary end of life paperwork; and they have Hospice lined up. Brenda was wondering if we located anything on a burial and I advised that we did not, however we have really received nothing yet. We had initiated the mail forward on 6/3, but it can take up to 9 business days for it to go into effect and will only forward what is in Pauline's name. I told her I would review and see if we can locate anything, but I got the impression at the hearing that Kathleen had not set up a burial reserve. She said to call her back on her cell of 4i8-i584. MLP 6/17/13 Time: Mel received a phone call from Brenda that Pauline passed away on today's date, June 1�, 2oi3, and that Brenda did not know what to do from this point. She also said that she talked to Neil Funeral Home and that they were going to call us. CES 6/17/13 Time: TCT Brenda Hall and explained that the law says that when the Ward dies,the guardian dies at the same time, and I also went on to tell her with our recent appointment, we did not receive anything from Prudential and that we agree with Brenda that at the hearing it was stated that there is a $i,800 Prudential policy that was in force Pauline's burial. I also told Brenda in my opinion I would think that the daughter Kathy would now be in charge since she is the next of kin. Brenda said that Neil Funeral Home said that Kathy needs to sign for the cremation as well and that they are meeting at i:oo pm. I also called Kevin of Neil Funeral Home advising him that we have nothing regarding Pauline Cover's burial and explained that we just recently became the court appointed guardian and that we have not yet received anything from Prudential. I told him at the hearing it was said that there is a Prudential Life Insurance policy which is meant to be used for her burial and also that Kathy is living in the house that was owned by the deceased. He said that they will need to come up with some arrangement or they will not provide services for her. CES June �8 & i9 2oi3 Time: From: Connie Stoneroad Sent: Wednesday, June 19, 2013 1:34 PM To: 'Henry, Faith' Cc: Melanie Peters Subject: RE: Pauline Cover Hello Faith We have not uncovered any assets for Pauline; the mail forward did not bring any asset information. We noticed the real estate was transferred for a dollar on March 6, 2012. We are not in receipt of any notice of charge accounts or loans that Cathy said in the hearing were outstanding. As far as we can tell there are not estate assets to probate. I think it goes without my saying, if we serve as Executor we need to be guaranteed payment for our services, since we have already put much time and expense into this case without payment far the same. Thank you, we will advise you if we receive any notices of assets ar debt of the Pauline. If you become aware of the person to whom we should forward the mail, please let us know; otherwise it will accumulate in our office. Sincerely, ��C�ZfZI.� Constance E. Stoneroad From: Henry, Faith [mailto:fhenryCc�tuckerlaw.com] Sent: Tuesday, June 18, 2013 11:57 AM To: Connie Stoneroad Cc: Jackson, Aaron; Gieg Chatha, Nora Subject: Pauline Cover Hi Connie, We just found out yesterday that Pauline Cover passed away over the week-end. So the guardianship ended with her death. Now we are starting to think about another course of action. We realize it has been a relatively short period of time since your appointment as guardian but have you been able to uncover any assets? Would you be willing to serve as Executor if it was determined that there were recoverable assets and a probate estate was opened? Sincerely, Faith From: Henry, Faith [mailto:fhenry@tuckerlaw.com] Sent: Wednesday, June 19, 2013 1:52 PM To: Connie Stoneroad Cc: Melanie Peters; Jackson, Aaron; Gieg Chatha, Nora Subject: RE: Pauline Cover Connie, We appreciate your quick response. I am copying Aaron and Nora on this reply. They will review the information you provided and we will be back in touch again. Thank you again for your assistance. Sincerely, Faith 7/1/13 T/C/F Clare Bennett to see if we received any information from SS; I check with Melanie call Clare back and sent her the following email. CES From: Connie Stoneroad Sent: Tuesday, July 02, 2013 10:05 AM To: 'clarebennet@goldenliving.com' Scanned from Subject: Pauline Cover estudazsic o�ozzoi Clare Attached you will find a copy of the check we received through the mail forwarding. Interestingly when we pulled the SS statement to send to you we noticed there are two different statements with two different amounts and SS#s; apparently she was receiving a survivor's benefit. I thought when one dies the remaining just receives the higher amount; not both checks. We are stopping the mail forward because we are no longer authorized to act. This may lead to a real mess for"Cathy"! I am not an attorney but maybe a lien can be placed on the real estate by Golden Living or watch for an estate to be settled and take against the estate; again just my thought on what I might do if I would be owed money. Thanks ('C�.nnie 7/g/13 Time: .25 I received an email from Nora from the Law Firm of Tucker&Arensberg and they represent Golden Living and asked if we would be a part of a telephone conference regarding the MA application. I discussed same with Melanie and she said she would do that on the ii�at 8:3o am. CES 7/9/13 Time: .25 TCT from Nick Clark from Center County Medical Assistance (8i4-86�-i975) and he had questions regarding the application for Medical Assistance. I told him that we have a time for a hearing on the lith regarding this situation and also that Pauline is deceased. He was not aware of that but I did tell him if he wants, I will have Melanie call to see if there is anything she can assist him with. CES 7/9/13 Time: .25 Fax: g pages TCT Nick Clark at CCAO (8i4-86i-i9�5) as he called Connie yesterday regarding this case. I told him that we have proof of her SS and the UGI pension, but we have to date, not received any bank statements to know anything about the resources. I asked if he thought that the hearing would still be in 2 days. He said that he thinks that it will still happen. It appears that a decision will just have to be made that everyone attempted to get the resources,but were unable to. He asked if I could fax him the proof of income and gave me fa�c # (8i4-86�-i914). I prepared and faxed same. MLP ']�11�13 Time: i.5o Phone hearing............. From: Gieg Chatha, Nora [mailto:nchathaCa�tuckerlaw.com] Sent: Thursday, July il, 2013 9:05 AM To: Connie Stoneroad; Melanie Peters Cc: Jackson, Aaron; Henry, Faith Subject: RE: Pauline Cover Hi Melanie,Thanks for your help on the hearing today. Would you mind sending us a quick list of the Banks at which it's most probable Ms. Cover may have done her checking based on your knowledge of the area? If you think a call to the daughter to ask her what Bank she used might get us somewhere that would be very helpful. We will then get subpoenas out to the Bureau of Hearings and Appeals. Thanks again, and of course please call/email with any questions. Nora � ! � � I Nora Gieg Chatha, Esq.* Memorandum for Pauline Cover From: Melanie Peters Sent: Thursday, July 11, 2013 9:53 AM To: 'Gieg Chatha, Nora' Subject: RE: Pauline Cover Nora: Attached is: - a copy of the property information - copies of the known income that she had Listed below are the most popular banks in the area: Members 1St (this is the one that that niece feels it is) 3512 Market Street Camp Hill, PA 17011 (800) 237-7288 Wells Fargo Bank 3205 Trindle Road Camp Hill, PA 17011 (717) 737-8697 Sovereign Bank 3556 6ettysburg Rd Camp Hill, PA 17011 (717) 730-6400 PNC 1104 Carlisle Rd Camp Hill, PA 17011 (717) 761-3180 Also, I called the Neil Funeral Home and was told that Kathy paid cash for the funeral because the Prudential Policy had her listed as the beneficiary; so apparently she redeemed it and paid cash so there is nothing to obtain from the funeral home. Please let me know if you need anything else or if you need our assistance with an Estate. Melanie