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RIIOAUS.CSINOn' LLP . — �, �. � '.
�c Smtt Alan Mitchell . . u� �. --
A�lorncy ID�'o. 7G124 � . . . ' _ ,
Onc 5. Market Square, 12°i FI. �
P.O. Box I 146 '
Nan'isburg, PA 17108-I1JG '' _ �:�
p17)231-6602 � .. �� `-�
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Pax'. (717)260-4402 --
Hmall'. smlmhclLnrhoods-sinoncom
IN RE: : IN THI? COOR'T OP COMMON PEAS
: CUMBHRLAND COliN"PY. PG�IVSYLVANIA
KATI ILEBN M. KNISGLY .
: ORYHANS' COUR"f UNISION
An Incapacitatcd Pcrsmi .
. No. 21-1?-946
PF.TITION NOR APPROVAL"1'O EXPEND ONGOING PRINCIPAL
BY PLENARY GtiARDIAN OF F,STATE
FOR MONTHLY F.XPF,NSES AND CHARITARLE GNIVG
TO Tf1E HONORAi3LE, "CHE JUDGES OF "PI IE SAID COli2T:
"I�hc Petition ot lhc Bryn Vlawr Trusl Company, by and lhrough its counsel, Scott Alan
Mitchell. Rhoads & Sinon I,I.P, respectfulle ccpresents the following'
I. "fhe Petitioner is �fhe Hryn Mawr�I�rusi Company. with a principal place of
business at Onc East Chocolate Ave.. Suite 30Q Ilcrshcy, PA 17033.
2, �fhis Court hasju�isdiction over this matter pursuant to 20 Pa.C.S.A. § 711(10) in
that diis mattcr involves the administration and distribution of the real and personnl pmpcny of
the estate of an incapacitated person.
3. The Incapacitatcd Pcrson is Knlhlcen M. Knisely ("Mrs. Knisely") who resides nt
23 W. Lawn Circle, Wormlcysburg, PA 17043.
4. By Order of this Cou�t dated Vovembcr 15,2012, a copy of which is attachcd
heretu as "Exhibit A" and incorporated herein by reference, Petitioner was eppoinred plenary
1 �vnnaaa
guardian ol the estate of Mrs. Knisely. AdditionalLy, under the said O�der of Court. James G.
Knisely and Barbara Knisely weie appointed co-guacdians oCthe peison oFMcs Knisely.
5. Mrs. Knisely is 82 years of age, having becn born on Fcbruary I 1, 1933.
6. Mattcrs involving Mrs. Knisely's person and estace have bcen thc subject of
numerous petitions filed with this Court resulting in various Orders oCCourt issued by the Coun,
and such pmecdural hisrory will not be reiter¢ted in this Petition.
7. Mes. Knisety's average ongoing monthly income mtals appcorimatcly $I S,R98.
consisting of the tollowing:
(a) $1,120— SocixlSecurity;
(b) $864—distributio�s from trust of late husband:
(c) $73,166—guardinnshipfundsmanagcdbyPetitioner.
(d) 5270—dividends from Cadisle Companics stock; and
(e) $478 - required minimum distributions from IRA.
8. Mra Knisely's primary assets mtal approximatcly 56,694,500. consisting oCthc
fol lowing:
(a) $6,21�.000 million—gunrdianship account managed by Pctitioncr.
(b) $5,000 to �10.000 - �9R1' chccking nccount;
(c) $99,000 —IRA; and
(d) $373,000—CarlisleCompaniesstock.
9. Addi[ionally, (1) Mrs Knisely's homc is owned by a Qualified Personal
Residence Tmst(QPRI�; (2) she previoiisly established a Declaration oCTrust, dated Decembcr
28, 2012, for the benelit of her children, which 'Lrust is administered by Petitioner and has n
currmit balance of 54,385,000; and (3) she previously transferred ownership of a life insuranee
2
policy to he� children. which policy has a cash value of approximatcic $1 J million a�id u face
amount oC$3 miilion.
Fxnenditures of Prineinal for Monthlv Exnenses
10. Mes. Knisely s current and ongoing living expenses total approximately
$16.000.00 per manth.
I L Additionally, Mrs. Knisely gocs on periodic tripsh�acations and inw�s othei
sporadic expenscs for entenainment, ete., which espenses are over and abovc the aforementioned
regular monthly expenses ol approximately $16,000.00. These additional expenses total
upwards o(�25.000 per yeaz.
12. Petitioner also noles that although Mrs Knisely's ineome is sig�iticant. her Social
Securily income of opproximxtely $1,120 per month is the only fised, regular, and certain
income Cmm montli to month, and the balar.ce of her income is subject [o great �luctuation, as
itemized beloH�, resulting in drastic income shortages in several months during the ycar:
a. The guardianship income has Fluctuated from month to month over the Iast
12 months from a low o($6,519 to a high of$25,741, and so the actual income from the
guardianship account availeble for Pctitioner ro espend Cor Vlrs. Knisely's benelit in any
givcn month may be lowcr (as low as $9,000) or higher than the xbovc-referenced
�nonthly amoim[.
b. Mrs. Knisely"s incomc from thc trust of hcr latc husbund fluctualcs from
upproximtttclp S7R3 per month to $945 per month.
c. Mcs. Knisely's dividend income Irom he� Carlisle Companies stock is paid
quarterly and also flucwates frmn quartec to quarter.
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d. �fhc required minimum dis'tribution from Mrs. Knisely's IRA is paid out
annually (rathcr than monthly) each Pebruap�.
13. "fhus, as demonstratcd by the aforemcntioned income itemization, :Vtrs Kniscly's
act�al availablc i�come in any givcn month can be as low as approximatcly $10,90Q thus
leaving an income shortage of approximately $5,000 per month for typical expcnses in any given
month during the year, which would not includc any additiunal income shortagc foc additional
expcnscs th2t Mrs. Knis-cly might incur thmughout the year fo� entertainment, recrcation. trips,
etc.
74, 20 Pa.C.S.A. § �536(a) provides, in parT. "�Che court. Por cause sho�cn nnd ���ith
onk sucli noticc �s it considcrs appropriatc in thc circuntstanccs,may authorize or dircct thc
payment or application otany or nll of dte income or principal of the estate uf an incapacit�ited
person �b� the cnre. maintenanee or educution uC[he incapecita[ed person . . . .
I5. Whercas Vlrs. Knisely, because ofvarying monthly income, often laeks sufficienl
iocome to pay for her monthly expens'es, and Petitioner regularly is constreioed to defer pttyment
of various monthly cxpenses until additional income is generated in the guaxdianship account,
Pctitioncr seeks appmval from [his Court, pursuant to 20 Pa.C.S.A. § 5536(a), to expend Mrs.
Kniscly's- principal hercafter as needed on an ongoing monthly basis, no[ to exceed an aggregate
amount of 560,000 per ycar, as is necessary to pay vlrs. Knisely's ongoing monthly expcnses
and uny and all othcr monthly expcnses incurred related to Mrs. Knisely's heal[h, support,
maintrnnnce. and wclfare. including travcl, entcrtuinment, and recreation eapcnses.
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Exnendi[ures of Princinal for Charitable Giving
16. I-listorically, Mrs Knisely and her late husband have maintained a pattern of
making various and substantial gifts to various charitable oxganivations.
17. Por cxamplc, in reviewing past financinl and [ax records, Petitioncr has learned
that Ylrs Knisely and hec lare husband gave 513R.000 to Gettysburg College in 1982. Also,
Pctitioner has been provided by Mrs K�isd}''s CPA �+'ith an itemization oCcheritablc gifts from
1996 through 2013 ranging from nominal amounts to as high as approximately $12,000 per year
to various charitable organizations.
18. At the present time, through discussions with Mrs. Knisely and her childreq Mrs.
Knisely has espressed a desire to Petitioner to continue to engage in eharitable giRing each year
to various o�gani�ations. such as hee local YMCA, police dcpartmcnt, fire department and
library. SpeciCically, Mrs. Knisely has expresscd a desire to make charitable giIls in the rangc of
approximately $3Q000 per year and xs high as $50,000 per ycar, some of which she desires ro
givc by m°ay oFdonating apprecieted stock to vxrious chariteblc or�anizations.
19. 30 Pa.GS.A. § 5536(a) pmvides, in part: �'The cuwt. lor cuuse sho�vn anJ u'ith
only such notice as it considers lppropriate in the circumstanecs, mxy authorize or dinet the
paymcnl or upplication of any or all of the income or principul of the estate of�n ine�paci[ated
person for . . . those tor �ehom he was making such provision be(ore his ineapacit}�."
2U. 20 Pa.C.S.A. § 5536(b) provides, in pan: �`I�he court, upon petitiun and o'ith
noticc «i all partics in intcrest 2nd for goo� cause shoun, shall havc the power tu substitutc its
judgment �or that of the inenpacitated peison w�ith respoct to the es�ate and aff�irs uf thc
Ineapncimiarl person lor tha bcnefii oCthe incepacitalcd person . . . and cheu�ilics in ��iiieh he �azs
5
interesmd. 'ihis powcr shall include, but is nul limited to, the power t¢ (1) Mal:e�ifts. outri�ht
or in trusl.'�
21. 20 Pa. C.SA. § 5521(a) providcs: '9t shall bc thc duty of the guardian of ihc
person «i asscrt thc rights and best incerests of�he incapacitatcd pee-son. Espressed �+�ishes and
prelorences o�the incapaci�a�ed person s'haLl bc r�spected to the greatest possible ealent��
22. Whereas Ylrs. Knisely is charitably inclined, has a history of making eharitable
giCls, fmds greut personal satisfactio� in making gilts to various local charitics, and desires to
continuc to engage in charitablc giving Pctitioner seeks- approval from this Court, purs'iinnt to 20
Pa.C.S.A. § 5536(a) and (b), ro expend Mra Knisely s principal hereafter to make such
eharitable giRs- as Yetitioner, in Petitioner's disemtion and upon discussion with ¢nd request by
Mrs. Knisety nnd hec children, may so determi�e. with sueh charitable gifting to not exceed the
sum of$50.000 per ycar.
23. Petitioncr would note for the Court that the Court. by Pinal Decrce of January 5,
2015 has authorized Petitioncr to pay the annual premiums on a life insu�anec policy that Mrs.
Kniscly t�ansferred to hcr children in [he past, with such "neP' premiunts totaling t�pproximately
550,000 per ycar if Petitioner elccts to utilize accrued dividcnds in the policy to apply ro the
annual premiums.
24. I3ased upon an assumed annual income in the guurdianship aceount of$I 58,000
pex year, nnd Petitimier expending principal oCappmxima[ely$35,000 pex year for annual IiPc
insurznce prcmi�ms; up to S50,000 per year for charitable gifts, and up to 560,000 per year in
additional principal expendituccs fox monthly eapenscs of Mrs. Knisely, Petitioncr believes that
Vlrs. Knisely's current assets would be sisficient to cover the aforcmentioned principal
espenditures for the balance of Mrs. Knisely's life expcctancy (recognizing that the nced to
6
espend p�incipal evenmally will inc�ease as incomc in the account is �educed by virtuc a
decreasing principal balance).
Notice to Parties in In[erest
25. As evidenced by the 2ttached Ce�tificate of Serviee, notice of the filing otthis
Petition has bcen provided to Mark F. Bayley, Csquire, guardian ad lilem for Mrs. Knisely;
Anthony L. DeLuca, hsquire, coimscl to Barbara L. Kniscly and James C. Knisely; Delano M.
Lantz, Iisquire,counsel to Samuel Scott Knisely; [xe Ann Knisely; and Kalhleen L. Knisely.
Pavment of LcE�I Fccs
26. As n result of filing this Petition, Pelitioner has occurmd and will incui Icgal fees
and Court costs.
27. Specifieally, Petitioner have incu�red legal fees and costs of$5,283.02 through
and including b�ebruary 17, 2015, as evidenced by the itemization attached hereto as Gxhibit B
and incorpocatcd herein by referenec.
28. Petitioner anticipales additional legnl fees and costs of up to $1,500.00 being
incurred in the mnttnr efter February 17, 2015 in coneluding this matter, including a possible
hearing before thc Court regarding this Petilinn.
29. "I�herclore, in t�ddition to the above-relerenced requested principal espendiwres
tor payment of the litc insurancc premiums. Petitioncr mqucsts approval [o expend principal o(
Mrs. Knisely's estate for IeEal fees and costs in an amoimt not to exceed �6,783.02, to Rhonds &
Sinon L1.P, subject to such fimi providing Pctitioncr with setisfactory evidence of actual Icgal
time and costs incurred.
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WHGRL.i'ORH, Yctitioncr, "fhe I3ryn !Vl�wr Trust Company, respectfully requests that
this- Honorablc Coivt cnter tlie proposed Dccree attoched hereto, authorizing The [3ryn Mawr
'I'rust Company, Guardian of the Gstate of Kathlcen M. Knisely,to expend principal oCihe F.state
of Katlilern� M. Knis-ely as follows: (I) on a monthly basis, not m exceed an aggregate amount oC
$60,000 pm�year, as is ncecssary to pay Mrs. Knisely s ongoing monthly expenses relating to hcr
health, support, maintenanee, a�d welfare, including travel, entertainment, and reereation
expenscs; (2) �p to $50,000 on an ongoing annual basis for such charilablc giving as Petitioncr,
in Pctitioncr's discretion and upon discuss with and �equcst by Mrs. Knisely and her children,
may so detcrmine; and (3) up to $6,783.02 for payment Icgal fees and Court costs incurred by
Pctitimier in thc filing of this Petition.
Respectfully submitted,
IiHOADS & S[NOV LLP
,. / / ��
Dated: ,1� ( � � ( � S By: _ _.__—_
Scott Alan Mitchell —
Altorneys for Pelitio�er
One S. Maiket Square, 12'� FI.
P.O. Box I 146
Harrisburg, PA 1710R-1146
(717) 231-6602
Sup. Ct Attorney ID #76124
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11/2U2C12 11:48 FA% �002/002
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SN Rc : � . IN THc COURT OF CODT70N PLEAS OF
ICATHLEEN'�M. :INISEL , . CUMSERLAn'L^ COUN'."f, PENNSYLVANIA
an alleg d incapac tated ;
person � , ORPHF_NS' COURT DIVISION
V�. 21-12-9?6
OR�ER O? COUR^
AN7 NOW, this p.5t1�_�aytaf November �y.Z�0i2.; after
hearing, we are sa iefied by clear ar.fi cor.vincing evidenoe thst
Kathleen M. Kn1se1 meets the de_enition of ircapacitated person
under t staeute. �'� �x}%ri�F7a�x'"T.rusC:�s-ap'[ioln�eB�pez'manan;t+
plenary_`. �;a�,daan".o� hen'estate' �7ames G,°,Knisely and'Ba=bara�•
$C[tisely, '�ie ;ap'poinied .co�guasd�ans nf�her�ersan_
The�lfees of the Petitioner�s counsel and Mr,
I
Bayley e authori ' ed to be paid by the guardian o£ the estate,
as are e fees of Dr. Hume.
All powers of attorney executed before this date
are d=e d to be i valid and revoked.
8y the Cout,
% �
Edward E. Gui o, J.
Anthony eLucz, Es ire
For the ,Fetitioner
Mark F. IBayley, ssquire �� =J
For Aat leen M. Kn s=1y p � „x,'
m n ci �j
Thomas . Flower, em:i-e i�.-` 'K ",,-z
For 5am ��e1 Saott K�isely b�. a 'µ;�r
v.
',, , �r } _. -
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VERIFICATION
The Undersigned hereby verifies that the statements made in the foregoing document are
true and correct to the best of my knowledge, information and belie£ I understand that false
statements herein aze made subject to penalties of 18 Pa.C.S.A. Sec[ion 4904, iela[ing [o
unsworn falsification to authorities.
THE BRYN MAW TRUST COMPANY
l
Dated: �- S��OIS By:
e g . George, Vice President
8
C�RTIFICATG OP SERVICE
I HLRF:RY CERTIPY that I have this ��� day of �NaY 20]5,
�
served the foregoing Pe�ition upon the person and in the manner indicated bclow. Service by
first-class mail, addressed as follows:
Mark F. Baylcy, Esquirc Mthony L. DeLuca. Lsquirc
17 Wat South Street I 13 Pront S�recl
Carlisle, PA 17013 P.O. Ro� 358
i3oiling Sp�iogs, YA 17007
Dclrno M. Lantz, Esquirc Lee Ann Kniscly
4 North Hanover Street 485 Front Street
Carlisle, PA 17013 Louisville, CO 80027
Kadileen L. Knisely
9008 Avis Court
V icnne.V A 22182
RI IOADS & SINON LLP
���
�y l
—� � .__
Scott Alan 'Ylitchcll
Attarneys for Pctitioncr
One S. Market Square. 12'" PI.
P.O. Ros I 146
Ilarrisburg, PA 17108-1146
(717) 231-6602
Sup. CL Attomey ID it76124
10