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Home My WebLink About04-28-15 � � � m ; o � rn � -o `� '� _ � � o �i » �. N �� Neil W. YeM, Hsquire W _ �j Atromey I.D.No. R2278 . � � � 7SDC Law OCfices � � �� -� P.O. Bux 650 --: Hershey,PA 17033 , �'' :.. m A�romeys for Petitioner � �'� �� cn '� IN RE: CALENE M. CLOUSE, ) IN THE COURT OF COMMON PLEAS an alleged incapacitated persou ) CUMBERLAND COUNTY, PENNSYLVAMA ) ORPHANS COURT DNISION On the Petition of ) J. EdwardClo�se ) NQ21-75-93 MOTION FOR STATUS CONFERENCE AND NOW comes the Petitioner, J. Edward Clousc(herein"Edward'oc"Petitioner"), by and through his attomey, Neil Wamer Yahn, Esquire, of JSDC LAW OFFICES, who upon valid information and belief hereby submits the below Motion for Status Conference as follows: 1. On or about January 27, 2015, Petitioner submitted a Petition to Adjudicate Incapacitated and Appoint Plenary Guardian of the Person and Estate for thc alleged incapacitated person, namely Calene M. Clouse (herein `Calene").� 2. Following submission of the Petition, the i�itial Plenary Guardianship Hearing was scheduled for March 3, 2015. 3. Calene is being reprosented by Robert C. Saidis, Esquire(herein "Aaorney Saidis")of Saidis, S�llivan & Rogers located at 26 West Aigh S[ree[, Carlisle, Pennsylvania 17013. 4. Attomey Saidis entered his appearance on behalf of Calenc on or about February 24, 2015. � Pe[itionee heceby incoryorate_c all Faea,avemieu�s,references aud exltibits from his Petition m Adj�diwle IncapacitareA and Appoim Plenary Guacdian of thc Pecson and Esfate(herein[he"Ped6on")submitteA before this' Honorable Court on or about January 27.2015 as if se�forth in full herein. 5. Following said entry, undeisigncd counsel and Attomey Saidis agreed to stay the Ple�ary G�ardianship Hearing in attempt to resolve Ihe matter and provide thc necessary protections for Calene without having to proceed with a formal adjudication of incapacity(see Order of Court attached hereto and marked as "A"). 6. However, since the Hearing hus been stayed, Calene's behavior has grown erratic and hostile. Z Calene has made statements to Edward such as "you might stil] get a hole in your head" (in[imating prior references to being shot) a¢d continued [o express feelings of"not wanting to live any longer"z 8. Despite these outbursts, Attomey Saidis continues to maintain his position that Calene is not an incapacitated person (see attached correspondence and related notation from Jagadeesh K. Moola, MD dated April 9,2015 marked collectively as Exhibit`B"). 9. Alihough Petitioner has attempted ro resolve this dispute amicably without the need for Court involvement, this matter has further dcteriorated jeopardizing not onty certain business interests,bat also now placing the Petitioner in an estranged relationship with Calenc. 10. Peti[ioncr is further concemed tha[Atrorney Saidis is advanci�g certain financial transactions on behalf of Calene, including possible �ew estate planning documents whieh may be in contravention ro the various business documeuts (see attached correspondence dated April 27,2015 attached hereto and marked as Exhibit "C")3 �Cale¢e has also receutly made commenL�in reference to haviug orthopedic suegery on her knee,`Svhy bother...I don't want lo livc and why pul up with the pain on everyfhing else...". 3 Peti[iocer is uusure ofl7icia D. Naylor,Esquire and her relationship ro Celeue,howevee Petitioner believes[hat lhe Law Firtn of Baric&Schcrer have performed services foe Clouse Trucldug,luc.previously which may present a mnflict herein. 11. Petitioner believes and therefore avers that this matter will not be resolvcd absent adjudication from [his Honorable Court �egarding Calene's capaciry. 12. As a result, wnsistent with the Orde�of this Honorable Co�rt dated Macch 2, 2015, Petitio�er respectfully requcsts that a Status Conference be scheduled to adva�ce dise�ssions ou the need for rescheduling the Plenary Guardianship Hearing as well as anciilary discovery and capacity evaluation matters. 13. Petitioner has provided a hve and correct copy of the Motioo contained herein, as well as a copy uf the Proposed Order, to Attomey Saidis who has indicated his concurrence in Petitioner's Motion for a Status Conference. WHEREFORE, Pctitioner respec;tfully requests that this Honorable Court enter an Order scheduling a Status Conference in this matter a[the Coua's earliest availabiliry. Respcctfully submitted, JSDC LAW OFFICES L. — Da[e: 4 +� �� BY� . Neil W. i , Esquue Atto I.D No. 82278 134 ipe Av nue mmelst n, PA 77036 17) 53 -3280 ey for Pelitioncr VERIFICATION I verify that the statements made in this Petition are true and correct. I understand that false statements herein are made subject ro thc penalties of I S Pa.C.S. § 4904, relating to unsworn falsification to authorities. �/ � � ) (' ��l�errl�,GZ /� .�,�P�.�.��/ ��J. Fdwazd Clouse Date: �� - UZ � ` an �S Neil W.Yahq Esqui�e Attomey I.D.No. 82278 ISDC Law Offices P.O. Box fi50 Hershey,PA 17033 A[lomeys far PcGliove[ IN RE: CALENE M. CIAUSB, ) IN THE COURT OF COMMON PLEAS an alleged incapacitated person ) CUMBERLAND QOUNTY, PENNSYLVANIA ) ORPHANS' COURT DIVISION On the Petition of ) S. Edward Clousc ) NO. 21-15-93 CERTIFICATE OF CONCURRENCE Pursuant to the Cumberlaod County Local Rules, the u�dersigned hercby certifies that counsel for the alleged incapacitated persoo, Robert C. Saidis, 8squire,has been provided a true and correcl wpy of the Motion eontained herein, as well as a copy of the Proposed Order, and said couns-cl does concur in Petitionei s Motion foe a Status Confere�ce. Respectfully submitted, JSD�LAW OFFICES �\ Date: � z �6 BY' L'� Neil W. , Esquire Atto ey 1.D No. 82278 13 Sipe A nue H mmelst n, PA 17036 (7 7 -3280 Attomey for Petitioner EXHIBIT A IN RE:CALENE M. CLOUSE, ) IN"I7-IE COURT OF COMMON PLEAS an alleged incepacitated person � QI�F�NS',C�ATODN SIOEN NSYI.VAMA On the Petition of � J.Edward Clause ) NO. 21-15-93 ORDER AND NOW,this ��ay of �'�'S v'� ,2015,upon the a�ameo[of wansel hecein,it is hemby ORDERED and DECRF.ED tha[the Plenary Guardianship Hcaring cuc�enUy schcduled for Tuesday, March 3,2015 at 1:30 p.m. is STAYED. gither party may have the Hearing iescheduled by provid�ng such request W this Court.In eddition, Coimsel shall keep thc Court edvised of the plvgress of this mattcr,including if the aforemenfioned may be necessaty or ullimately cazicelled. BY THE COURT: /�.'��:��JGf/.��C// 1. DlSTRIBUTfONLIST: NeU Wlmmr Yahn. Fsquire,JSOC Lrm�D��Ps,P�O.Boz 650,Hershey,PA 17036;Attorneyja Pefifiomr gobert C.Saidis. Fs9uire,Saidis,3LI6vaR&kogers,26 Wes�HigF Sfreel.Carlisle,PA ll0f3;Attwney far Calene C7oure :a o U. ' r-i �- � ~ ,n r ' "� i' - ��i _ ( � N � CD i'.- 1�.� N � . � W T EXHIBIT B �.w om�..or SAIDIS, SULLIVAN & ROGERS A PROF&SSIONAL COFIPORATIOiY 26 WEST H1CH STRF.6T ROB�sRTC,SAiDrs CARLISLF.,PENNSYLVANU 17013 LEMOYNL'OFFICE DANIELI..SUL6IVAN TELEPHONE:(717)1RJb222-FACSIMILE:(71'�24]b9B6 635NOR7711LEM01TEL'.YA7047 EI.YSE E.R(%3ER5 EMA7L: B/ComCy(a�3sM1et[OI'IICy&COm JOHN A.P9�CHTEL www.ssr-etlomeys.com TELBPHONE:(717)612-5800 FACSIMILE (719)612-5805 MARYIDII MATAS ANNADORRO�HAYS OfCouuel DBAN E,REYNOSA STEPIIL�N L.GROS6 TDDq F.TRUN'�Z SeAN M.SHUCIZ JtEpLY TO CAALISLE HANNAH WHITE-GIBSO4 Email:r 'd'sQssr-anomeys com � Apri122,2015 � �a E-mail nyahn@jsdacora . Neil W. Yatm, Esq. JSDC Law Office � P. O. Box 650 � Hershey,PA 17033-0650 Re: CaleneClouse/Edwa�xlClouse ��. Deaz Neil: �; Pursuant to your cecent request, enclosed plcase find a copy of the letter 1 received from Dr. Moola. � You will note his opinion is that Calene is capable of determining the disposition of her estate � and making other financial decisions and that Calene is not incapacitated. �� If you have any questio�vc,pLease do not hesitate to contact me. � Vcry tr I yows, . ,SULUi'AN &ROGE[tS � obertC. 'dis � RCS/pm Enclosure . cc: Calene Clouse $ERV[NC YOUN BUSINESS�L F31'A'Iti,EBTATE PWNNING,LIIlGAT10N AND NAMILY LAW NEF.�S � 0 HOLY SPIRIT A GEISINGER AFFILIATE �� i Aprf19,2Q15 �I � il Robert C.Saldis, Esqulre � Saldls,Sullivan,and Rogers 26 W.Migh St, . �� Carlisle, PA 17013 Re: Calene M.Clouse I� DOB: 12/29/39 I � oearMcSaldis: ��i ��. I hed a regularly xheduled eDPolnYmeM wrth Celene M.Clouse on Aprll 3,2015 for a medicatlon I� �. -� ��checkupvisit. HercuventdlagnosislsBlpolarlDisorder,mostrecentepisodedepressed. � I Based on my exemination on Aprll 3,2015,it is my opinian thet Calene M.Clouse is not In a manic state I, and when not In a manic st�te she Is capable of inektng declslans affecting her everyday Ilie Including 'I, � flnancial matters. I Uponexamination,shehedaclearknowledgeofthegeneralmmpositfonofthepropertlessheowns ��.. ' � and dlswssed the flnancial arcangements being mede,including the trusts. '�. '�. At the time oi my Aprl�,3,2015 examinatlon,Calene was,In my opinlon,capable of determining the !, - dlsposltionofhe�estateandmakingotherflnancia4declslau. '�, � Ifypu need additbnal Information,please do not.hesftate to contactme. �, ''�. Sincerely, �. ,,., v v G�� . �� Jagadeesh K. Moola,M,D. '�, PsychlatNst � . �� BehavbralNealth Senices; . . , _ . . � ' � �� - �� ' 503 North 21st Street,Camp Hill, PA 1701I-1ZB6 � 717J63-2100 � www•hsh.arg EXHIBIT C Law 011icu of SAIDIS, 5ULLNAN & ROGERS APROFESSIONALCORPONATION 26 WEST HIGH STREET RoaERTCSA1DIs CARLISLE,PENNSYLVAMA170]} LEMOYN80FFICE DANIELLSULLNAN TELF.PHUNE:(717)2dJS222—FACS[MILE:(777)241b486 673NOATH �LEMO EPA17043 eLYSeERWCRS EMAIL:attarney(r�esrvaltorneys.com IOHN A.FEIC4TEL W W W.961-e119111Cf6.00111 IELEPHONB:(719)672�5600 �IMARYL011MATAS PA��LE: (71'p612-5805 , AiJNABORROHAYS OfCaunae! DEAN E.REYNOSA gTgp�R?N L GRQSE TOD�I�..TRUNTZ '� 5r+/+N b1.sHu�rz REpLY TO CARLISLE � HANNAH WHITL'a�BSON EmBll: �d�S(o�..ss -BU ' Apri127,2015 Vra F.-ma7nyahn@Jsdc.com Neil W. Yahn,�sq. � JSDC Law Office P. O. Box 650 Hershey,PA 17033-0650 Re: Calene M. ClouseJJ.Edward Clouse Dear Neil: Thank you for the phone call of April 23,201 S. Prior to undertaking ihe actions that you wntemplate,it may be worthwhile to confer in person. . Documents have been executed,as 1 previously represented to you, including, but not lirsuted to: 1. A ReVOCable Trusl with Tricia D.Naylor, Gsquire, of Barie & Scherer ac l�rustee. The �. Trust, as I indicated,�equires prior notice to you and your client in Ihe event of : '� termination or material modification. � 2, A Generul D�aable Puwec of Attomey lo Tricia D.Nayloq Esquire. ' 3. Retention of Smith,Elliott,Keams&Company,LLC to assist in the valuation of �� Clouse Trucking, Inc. The understanding previousty was tt�at Clouse Trueking, Ine. would oot be added to the Trust assets and lhe valuation based on the offer would bc . by reason of a recommenda[ion from Jacob Kaufman,CPA and Tricia Nayloy acting as Agent for the Power of Attomey. 4. Minoc assets have been hansferred to the Trust. W e are attempting to secure the ' corporate, limited pannership and other documents,w6ich make up Calene's estate. ��. Obviously, the Trvs[ee and CPA aze not going to petmit any transfers that will cause �� adverse W�c consequences or transfers,which would be contrary lo t1�e documents. SE0.VING VOOIt PIISINE59,REwL 651'A fF FSI'A'Iti Y WMYfNC,61TICATfON ANO FAMII.V LAW NY;F,DS Neil W.Yahn,Psq. April 27,2015 ' Page 2 1 believe u rush to return [his matter to court is inxppropriate,until such time as we may sit . down and discuss the details. I would request that you urge yoiu client to attcmpt this reso(ution prior to moving forwerd in � any other manner. Thank you for your continuing coopetation in this matter. � Verytnil ows, �. S 5, LLIVAN& ROGERS bc C. Saidis RCS/pm cc; TriciaNaylor,Csquire Calene Clouse Neil W. Yehn,Ecquirc Attomey I.D.No. 82278 JSDC Lsw Offices P.O.Box 650 Hershey,PA L7033 Auomeys Cor Petilionec IN RE: CALENE M.CLOUSE, ) IN THE COURT OF COMMON PLEAS an alleged incapacitated person ) CUMBERLAND COiJNTY, PENNSYLVANIA ) ORPHANS' COURT DNISION On the Petition of ) S. Edward Clouse ) NO. 21-15-93 CERTIFICATE OF SERVICE AND NOW, this Z(t'day of April, 2015, 1, Neil W. Yahn, Esquire, do hereby ceRify Ihat I served a true and correct wpy of thc foregoing Motion for Status Conference upon the following below-named individuals by depositing the same in the U.S. Mail, postagc pre-paid at Hershey, Dauphin County, Pennsylvania: SERVED UPON: RobeR C. Saidis, Esquire Saidis, Sullivan & Rogers 26 West High Street Carlisle, PA 17013 Attomey for Calenc Clouse I NER YAHN, ESQUIRE A eyl. . #82278 � � � � o � mc^�i � �, v c� o '. � m - a _ � N '"f � Ncil W.Yahq Esquue � _ . ; � Atromey i.D.No. 82278 . . ..-� 7SDC Law O�ces �. '� �� _� "� P.O. Rox fi50 ' �_� He�shey,PA 17033 , �'� '_� n Attomeys for Petitioner . �n cn o cn "i IN RE: CALENE �l. CLOUSE, ) IN THE COURT OF COMMON PLEAS an alleged incapacitated person ) CUMBERLAND COIJNTY, PENNSYLVANIA ) ORPHANS' GOURTDNISION On the Petitioo of ) J. Edward Clouse ) NO. 21-IS-93 MOTION FOR STATUS CONFERENCE AND NOW comes the Petitioner, J. Edward Clouse(herein "Edward'or"Petirroner"), by and through his atromeg Neil Wamer Yahn, Esyuire, of JSDC LAW OFFICES, who upon valid information and belief hereby submits the below Motion for Status Coofcrc�ce as follows: 1. On or about Jaouary 27, 2015, Petitioner submitted a Pctitio� to Adjudicate Incapacita[ed and Appoint Plenary Guardian of the Person and Estate for the alleged incapacitated person, namely Calene M. Clouse(herein "Calend').� 2. Following submission of Ihe Pe[ition, the initial Plenary Guardianship Hearing was scheduled for Mazch 3, 2015. 3. Cale�e is being represented by Robert C. Saidis, Esq�ire(herein"AUorney Saidis") of Saidis. Sullivan & Rogcrs located at 26 West High Stree[, Cadisle, Pennsylvania 17013. 4. Attorney Saidis entered his appearance on behalf of Calene on or about February 24, 2075. � Petitionee hereby incoryoreles all facts,evertnents,eeferences and e�ubits'from his Petition ro Adjudicate lucapaciteted and Appoin�Plenery Guazdian oC the Yecson and Estare(herein the"Pelifian")s�bmined before this Honorable Coun on or about lanuary 27,2015 as if set forth in full herein. �/ � V