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Home My WebLink About04-29-15 (Rev. 10/04) IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS'COURT DIVISION In re: BARBARA E.RUNK, an alleged incapacitated person PETITION FOR ADJUDICATION OF INCAPACITY AND APPOINTMENT OF GUARDIAN This petition is filed to request an adjudication of incapacity and the appointment of a guardian for an alleged incapacitated person under section 5511 of the Probate, Estates and Fiduciaries Code,20 Pa.C.S.'§5511: Parti General Infonnation 1. The name and address of the petitioner and the petitioner's relationship to the alleged incapacitated person,or, in the absence of relationship,the nature of the petitioners interest in the welfare of the alleged in capacitated person, are: Name: Brenda L.Rhoads Address: 16 South Road, Mechanicsburg,PA 17050 Relationship or interest: Daughter 2. The name, date of birth, residence, and post office address of the alleged incapacitated person, together with other vital information relating to the alleged incapacitated person,are: Name: Barbara E.Runk Maiden name: N/A Date of birth: 01/29/1926 Race: Caucasian Residence: 126 W. Portland Street,Apt.8 Post office address: Same as above Mechanicsburg,PA 17055 r' ry Height: 5' Weight: 119 lbs. n rn Social security number. Hair color: Grey --Dn o, rn te Sex: Female Eye color. Blue r " ry n (-n° Marital status: Widowed G Cn 3. The names and addresses of the spouse, parents, and presumptive adult Qrs---pfcthe all ed--n -�,, incapacitated person and their relationshipto the alleged incapacitated person are: ' '`'' ' ct w r rn_ Name: Brenda L.Rhoads Name:Bonnie Runk Address: 16 South Road, Address:4 W. 109'Street,Apt�4C, o Mechanicsburg, PA 17050 NY, NY 10025 Relationship: Daughter Relationship: Daughter Name:Brian C.Runk Address: 821 Oak Street, Lawrence, KS 66044 Relationship:Son 4. The names and addresses of the persons or institution, if any, providing residential services to the alleged incapacitated person(e.g.,caregiver at her or her home, hospital, or nursing home)are: Name:Carlisle Church of God Nursing Home Address:801 N.Hanover Street,Carlisle,PA 17055 5. The names and addresses of the persons or entities, if any, providing other support services to the alleged incapacitated person(e.g., attending physician,agent under power of attorney, bookkeeper,etc.)are: Name:Dr. Darryl K Guistwite, DO Address:56 Ashton St Carlisle, PA 17015 (717)609-2052 Service provided:Family Medicine Name:Dr.Christopher D. Royer, PSY Address: 1150 Lancaster Blvd,Ste. 101 Mechanicsburg,PA 17055 (717)697-7260 . Service provided:Neuropsychology Name:Dr.Michael F. Lupinacci ll, MD Address:Physicians Rehab Industrial/Spine Pain Medicine,Physical Medicine&Rehabilitation 175 Lancaster Blvd Mechanicsburg,PA 17055 (717)697-7260 Servioe provided:Physical &Rehab Medicine 6. The alleged incapacitated person suffers from the following conditions,which necessitate the appointment of a guardian: The AIP suffered a debilitating stroke on March 22, 2015 rendering her unable to attend to her own affairs. It is unclear whether she will recover any substantial abilities to do so. [If the appointment of a guardian of the estate is requested, complete Part Il. If the appointment of a guard- ian of the person is requested, complete Part lll. If the appointment of both a guardian of the estate and a guardian of the person are requested, complete both Part Il and Part lll.] Part 11 Request for Appointment of Guardian of Estate 7. To the extent known by the petitioner,the alleged incapacitated person's assets and the approximate value of each asset and the alleged incapacitated person's sources of income and the estimated annual amount of income from each source are: Asset Approximate Value Personal Property: Bank Accounts: Savings & Checking $ 59,664.00 Home contents $ 5,000.00 Total Personal Property: $ 64,664.00 Real Property: Condo at 126 W. Portland Street, Mechanicsburg, PA $ 85,000.00 Total Real Property: $ 85,000.00 Source of Income Estimated Annual Amount Social Security: $ 5,818.80 Federal Retirement: $ 24,684.00 Total Estimated Annual Income $ 30,502.80 Expenses (annualized based on 2014) • condo fee $ 960.00 • condo insurance $ 140.00 • property taxes $ 1,382.71 • utilities $ 2,343.46 • long term care insurance $ 2,159.88 • maintenance- home $ 1,033.92 • auto insurance $ 440.00 • maintenance- auto $ 707.18 • donations $ 255.00 • hair care $ 1,178.00 • newspaper $ 284.96 • dues $ 63.00 • federal taxes $ 1,680.00 • state taxes $ 5.00 • dentist $ 104.21 • visa $ 1,691.60 • medical insurance $ 2,283.36 • gifts $ 855.00 • medical (glasses, misc) $ 383.11 • entertainment(cable) $ 934.83 • clothes $ 717.47 • misc $ 198.78 • food &supplies $ 1,000.00 TOTAL EXPENSES $ 20,801.47 8. Because of the alleged incapacitated person's mental and/or physical condition,the alleged incapacitated person is: • Unable to manage her financial affairs; • Unable to make and communicate responsible decisions relating to her financial affairs; • Unable to communicate her or her need for assistance with regard to her financial affairs; 9. The alleged incapacitated person: • Did not sign a power of attorney and did not, in any other way,designate someone or some entity to serve as her agent over her financial affairs; or 10. No other guardian of the estate of the alleged incapacitated person has been appointed by any court. 11. All less restrictive alternatives to the appointment of a guardian of the estate have been considered. The petitioner believes that such alternatives will be ineffective. 12. The type of guardian of the estate that the petitioner asks be appointed is: • Plenary 13. The name,address,and qualifications of the person or entity that the petitioner asks be appointed as guardian of the estate of the alleged incapacitated person are: Name:Brenda L.Rhoads Address: 16 South Road,Mechanicsburg,PA 17050 Qualifications:The proposed guardian of the estate is the Daughter of the alleged incapacitated person,lives 0.5 miles from the alleged incapacitated person and has no interest adverse to the alleged incapacitated person.The consent of the proposed guardian of the estate is attached to this petition. Part III Request for Appointment of Guardian of Person 14. Because of the alleged incapacitated person's mental and/or physical condition,the alleged incapacitated person is: •Unable to make responsible decisions concerning her person, health,welfare, and safety; *Unable to communicate her needs concerning her health, welfare, and safety; *Unable to reside alone; *Unable to provide for her personal safety; *Unable to care for her residence; •Unable to keep herself properly nourished and hydrated; •Unable to tend to her personal hygiene; •Unable to clothe herself; *Unable to medicate herself; • Unable to make responsible decisions with regard to her medical care, including, but not limited to, obtaining health-care services and entering herself into a hospital,convalescent home, skilled care facility, residential care facility, or similar institution. 15. The alleged incapacitated person: •Did not sign any power of attorney or advance health-care directive and did not, in any other way, designate someone or some entity to serve as her agent over her person or as her surrogate over her medical care; or 16. No other guardian of the person of the alleged incapacitated person has been appointed by any court. 17. All less restrictive alternatives to the appointment of a guardian of the person have been considered. The petitioner believes that such alternatives will be ineffective. 18. The type of guardian of the person that the petitioner asks be appointed is: • Plenary 19. The name, address, and qualifications of the person or entity that the petitioner asks be appointed as guardian of the person of the alleged incapacitated person are: The name,address,and qualifications of the person or entity that the petitioner asks be appointed as guardian of the estate of the alleged incapacitated person are: Name:Brenda L.Rhoads Address:16 South Road,Mechanicsburg,PA 17055 Qualifications:The proposed guardian of the estate is the Daughter of the alleged incapacitated person,lives 0.5 miles from the alleged incapacitated person and has no interest adverse to the alleged incapacitated person.The consent of the proposed guardian of the estate is attached to this petition. Wherefore, the petitioner respectfully requests that the Court award a citation directed to the alleged inca- pacitated person, and to such other persons as the Court may direct, to show cause why the alleged incapaci- tated person should not be adjudicated an incapacitated person and why the proposed guardian of the estate and guardian of the person should not be appointed. Date: Respectfully submitted, � Cli Attorney for Petitioner Supreme Court I.D. No.: 204699 Office Address: 221 W. Main Street Mechanicsburg, PA 17055 Telephone Number. 717-745-4160 1, Brenda L. Rhoads, hereby acknowledge that I have read the foregoing petition and verify that the facts stated therein are true and correct to the best of my knowledge, information, and belief. I understand that false statements made herein are subject to the penalties of 18 Pa.C.S. §4904, relating to unsworn falsification to authorities. Date: Brenda L. Rhoads Petition forAdjudicabon oflncapadtyandAppointmentofGuardian IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. In re: BARBARA E.RUNK, an alleged incapacitated person CONSENT OF INDIVIDUAL TO APPOINTMENT AS GUARDIAN I, Brenda L. Rhoads, hereby consent to my appointment as guardian of the estate and guardian of the person of Brian Jacob Meagher, an alleged incapacitated person, and certify that: 1. 1 am 18 years of age or older. 2. 1 reside at 16 South Road,Mechanicsburg, PA 17050. 3. My occupation is Program Manager for U.S. Navy. 4. 1 speak, read,and write the English language. 5. 1 am a citizen of the United States. 6. 1 do not have any interest adverse to the alleged incapacitated person. 7. 1 am not a fiduciary, or an officer or employee of a corporate fiduciary, of an estate in which the al- leged incapacitated person has an interest, or a surety,or an officer or employee of a corporate surety,of such a fiduciary. Date: yoZ Jo/S A Brenda L. Rhoads