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HomeMy WebLinkAbout08-19-15 � � � �' � � Neil W.Yahn,Esquirc - =� �`� � AttomeyLD.No. 8227R _ �� c�. c> > a JSDCLawOffices ' � _ , t-. ; c-i P.O. 8ox 650 � <� `'� .� Hershey,PA 17033 � � � i Attomeys foc Petitiauer , _� � . ci IN RE: CALENE M. CLOUSE, ) M THE COURT OF COMMON PLEAS � �- n an alleged incapacitated person ) CUMBERLAND COUNTY, PENNSYLt�9NIF�' '� ) ORPHANS' COURT DNISION On Ihe Pctitian of ) J. Edward Clouse ) NO. 21-15-93 MOTION IN LIMINE AND NOW comes the Petitioner,J. Edwacd Clouse(herein "Edward" or"Peti6oner"), by and through his attorney, Nei] Wamer Yahn, Esquire, of JSDC LAW OFFICES, who upon valid information and bclief hereby submits the below Motion in Limine as foliows:� L This Motion in Limine is bcing presented before this Houorable Court stemming from counsePs wllective prepazations for the G�ardianship hearing wrrently seheduled for Friday, August 21, 2015 9:00 a.m. regarding[he alleged incapacita[ed person, namely Calene M. Clouse (herein"Ca[ene"). 2. As outliued in the attached correspondence (sce Exhibit"A").counsel had a confere�ce call late last week to discuss tes[imo�y and procedures for the upcoming Hearing. 3. As dise�ssed lherein, counsel for Calene indica[ed that Calene would be presen[ a[ the Hearing however an objection would be lodged with respect to any attempts by Petitioner to call Calene for purposes of testimony. � Petitiouer hereby incoryora�es all facLv,avertnents,eeferences end exhibiLs Gom his Pefltion ro Adjudicate Incapacitated and Appoint Picnary Guardiau of the Person aud P_stete(herein lhe"Pe�itiod')previously h�bmitted before ihis Honorable Court as if Polly set Conh in full hecem. V 4. In s�pport[hcreof, counsel has had the opportu�ity to review [he Estate ofTaylor, 21 Fiduc. Rep2d 205 (Mont. OC 2001) �o which a true and corzect copy thereof is attached hereto and marked as Exhibit `B". 5. As outlined by Judge Ott iu his opinion, "there is a dearth of authoriry on this question" (see Taylor, p. 209; page 3 of Hxhibit"B") regarding a pctitioner s abiliry to compel the testimony of the alleged incapacitated perso� in guardianship proceedings. 6. As a result, Judge Ott sets forth a procedure for such iustances which is reflected as fullows: The petitioner will have the initial burden of making out at least a prima fhcie case of incapacity without the respondenYs own testimony. We suggest that this is a lesser burden than the "clear and comincing" standard required before an adjudication of incapacity can be made. If this initial case is set forth, the respondeot will be subject to q�estions from the bench. In theory, this eolloquy will be in the form of an interview, rather than direc[or cross examination. Furthermore, no questions will be posed by counsel for either the petitioner or the respondent uoless the alleged incapacitated person (or his counscl) acquiesces to same. If counsel for the respondent chooscs to conduct direct examinatioq eounsel for the petitioner will be given [he opportonity ro cross examine the respondent. Thercafte�, counsel for the petitioncr will offer other evidence (if evailable and necessazy) ro attempt to meet the`clear and convincing' burden. If counseL succeeds, counsel for the respondent will then offcr his evidence[o attempt ro rcbut the petitione2s casc (see Taylnr, p. 212; page 5 of Exhibit"B"; emphasis in ongina�. 7. The Taylor casc is being presented herein as Petitioner is desirous of es[ablishing the appropriatc procedures for Calene's- testimony in advance of the Hearing on August,2] so all parties can proceed co�sistent Iherewith, provided howevcr, Petitioner believes[he above case acts as guidance but in Ihe even[tha[Petilioner establishes a prima jacie case wi[hout the RespondenPs testimony,Petitioner avers he should be able to call Calene for direct examination to address incapacity and not be limited to questio�s from the bench. 8. Peationer believes direct examination is particularly necessary in a matter such as this where the collective b�siness interests of Pe[itioner and Calene are so intertwined that it would impose nn undue burden on the bench for the Court to prepare interview questions regarding the collective business interests, their relatiou to cach other and the terms of the underlying Ope�ating Agreements/Articles of Incorporatioq em. related thereto (see busi�ess compilation attached hereto aud ma�ked as Exhibit"C" which is not exhaostive of the Clouse b�sinesses). 9. As a res�lt, Pe[itioner believes it is wholly appropria[e that Calene be called on direct testimony to facilitate these questions as her ability to manage her financial resources (and any impairments related the�eto) are relevant ro the determination of whether or not she is an iucapacitated person consistent with 20 Pa. C.S. § 5501. 10. Petitioner also avcrs addressing the matter herein in advance of the Hearing promotes judicial economy as opposed to Culene's objection being lodged for[he firs-t time in open court which may delay the proceedings or cause them to be rescheduleci� 1 I. Petitioner respcetfulty requests that this Honorable Court enter an Order establishing the procedures for Calene's testimuny at the Guardianship Hearing. 12. The unde�si�med hereby certifies[hat counse] for the alleged incapacitated persoq Daoiel L. Sullivan, Esquire,has been provided a true a�d cortect eopy of the Motiou contaiued hereiq as wel] as a wpy of the Proposed Order, and said wuosel docs not concur in Petitioner's Motion in Limine. 'If the Coun has the ability to accommodate,Yetitioner would welcome a couferenee(e¢her in-pecson or telephonically)ro discuss this maucr with the Court and Co�nsel in preparation Por Ihe Hearing on August 21. WH6REFORE, Petitioner respectfully requests that [his Honorable Court cn[er an Order establishi�g the proccdures tor Calene's lestimo�y al the Guardianship Hearing. Respectfully submitted, JSDC � FFICES � � � Date: �� � BY� — Nei] . Y n, Esquire Atro .D. No. 82278 13 ipe Avenue Hummelstown, PA 17036 (717) 533-3280 Attorney for Petitioner VERIFICATION PURSUANT TO PA R.C.P. No. ]024(c) NEIL WARNER YAHN, ESQUIRE, states tha[he is the attomey for the party filing the foregoing documeot; tha[ he makes [his verifica[ion as an attorney,because the party he represents lacks sufficient knowledge or informatio� upon which to make a verificatio� and/or because he has bn'eater personal k�owledge of the information and belief than that of the party for whom he make this vcrification; and/or because[he party for whom he makes Ihis vedfication is outside thc jurisdiction of the Court, aod vcrifica[ion of none of them can be obtained within the time allowed for the filing of thc pleading; and tha[he has sufticicnt knowledge or information and belief,based upon his investigation of the matter averred or denied in the foregoing document; and that this statement is made subject to the penalties of 18 Pa. GS. §4904, relating to unsworn falsification to authorities. i ��� f � -- = Dated: NEIL NER Y N, ESQUIRE / Neil W.Yahn,Esquire Atromey 1.D. No. 82278 JSDC Law Offices P.O. Box 650 Hershey,PA 17033 Attomeys'(o[Peli[iover IN RE: CALENE M. CLOUSE, ) IN THE COURT OF COMMON PLEAS an alleged incapacitated person ) CUMBERLAND COUNTY, PENNSYLVANIA ) ORPHANS' COURT DNISION On the Petition of ) J. Edward Clousc ) NO. 21-15-93 CERTIFiCATE OF NON-CONCURRENCE Pursuant to the Cumbedand County Local Rules, the undersigned hereby certifies Ihat counscl for the alleged incapacitated person, Daniel L. Sullivan, Esquire,has been provided a true aod correct copy of the Motion wntained herein, as well as a copy of the Proposed Order, and said counse] does not coocur in Pe[itioner's Mo[ion in Limine. Respectfully submitted, JSDC LAW FFICES � �, Date: �' �S gY� � �� Neil iq Esquire Atto e .D. No. 82278 13 Si(e Avcnue Hummelstown, PA 17036 (717) 533-3280 A[tomey for Petitioner EXHIBITA )SDC IAW Ofi�iCES lnn�;.SMmi.�m.-rrra�Iac.C'a�IIir.CHasv..Ynt�r•S�merz•To�,+w4co NeI W.Yehn nY+�.l�c.cam August 13,2015 P'0���0 H�er,PA 17Rti MUN OF�[� 1'v69r:PVpuE VIA FIRST CLAS5 MAIL &ELELTRONIC MAIL w,:Mk�_�m,n,an,;;as Daniel L. Sulli��an,Esquire ��°"10� 55,5(}m,�lA'p Pv.= Saidis, Sullivan &Rogers s„Ecsm 26 West High Stree[ M:��m-��a w�,:css Cazlisle,PA 17013 lEL]VS33.32�7 Re: Calene M.Clouse—No. 21-1593 �'JSf]GCOM Atteudance at Hearing ���,�.y„,� w����,.w .NNxJ.Canuv.,Y Dcar Dan: .�,:�n.omFl�.c� Mcrnru�Gw�v,m This correspondence follows our telephone con£ere�ce from earlier tiils afternoon in �;,���;�, which you advised that Calene will be attending ihe Hearing next Friday,but that you ���"��� will object to any of our attempts to cal! Calene for purposes of testimony. You fiuther '"""`s"' advised that you aze in possession of supporting caselaw for Uils position a¢d would be r�,M.�x,,,,, advancing as sucL to our attention by the closc of business tomorrow. �����«+�� cin.nr�.e�w��: JRSf F.9tlrtrv We look forward to receiving these materials as this may be an iasue which needs to be c=���^�.� brought to the Court's attention earl y next week in advauce of the heazing. If you wish to T"g`°".`�'s'"`" discuss this matter in finther detail, please do not hesitate to contact our office. u�e.Y�„n h'xti M.AM rsn:-n 5ll1CCf'Cl}'� IW wrvN L Mnw� U C�e��Yi�. 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Box 650 Hershey, PA 17033 Anomcyv far Pcti[iancr IN RE: CALENB M. CLOUSE, ) IN THE COURT OF COMMON PLEAS an alleged incapacitated person ) CUMBERLAND COUNTY, PENNSYLVANIA ) ORPHANS' COURT DIVISION On the Petition of ) J. EdwardClo�se ) NO. 21-IS-93 CERTIFICATE OF SERVICE L AND NOW, this �y day of August,2015, 1, Nei] W. Yahn, Esquirc, do hcreby certify that I served a[rue and cortec[copy of the foregoing Motion in Limine upon the following below- named individuals by depositing[he same in Ihe U.S. Mail,postage pre-paid at Hershey, Dauphin County, Pennsylvania: S ER V ED UPON: Daniel L. Sullivan, Esquire Saidis, Sullivari &Rogers 26 Wcst High Street Cadisle, PA 17013 Attomey for Cale�e Clouse NEIL A R YA , ESQUIRE Atto .D. #82278