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HomeMy WebLinkAbout11-17-78 . W : '/JtJ'V. J7} Jq7~ . , Jeanette Shope An Alleged Incompetent , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION . 490 ORPHANS 1978 IN THE MATTER OF IN RE: PETITION FOR APPOINTMENT OF GUARDIAN ORDER OF COURT AND NOW, November 17, 1978, it is hereby ordered and directed that the report and recommendation of the Special Master hereinbefore ~ppointed in the above matter, be and is hereby approved, and that Kenneth L. Dissinger, Guardian Officer of Harrisbur'g State Hospital, and his successors in office are hereby authorized to receive, hold, and dispose of the estate of Jeanette Shope and to pay such debts that are presently outstanding as well as such debts that may later become due and owing. Specifically, the guardian is directed to pay to the Clerk of the Orphans' Court of Cumberland County a filing fee in the amount of $8.00 and a fee of $35.00 to Joseph P. Alexa, Esquire, guardian ad litem. It is further directed that the blanket surety bond issued by Aetna Casualty and Surety, Bond No. 57S28546, is approved as suffi- cient bond. By the c.ourt, . 7 D cc: Edward P. Carey, Esq. (2) Assistant Attorney General Richard W. Stewart, Esq. Spec ial Master Joseph P. Alexa, Esq. Guardian ad litem BOOr. 105 rAGE 4.:13 IN THE MATTER OF IN THE COURT OF COMMON PLEAS OF ORPHANS COUNTY, PENNSYLVANIA JEAN;e;:rr'E SHOPE (name) ORPHANS' COURT DIVISION An Alleged Incompetent NO. 490 Orphans, 1978 19 REPORT AND RECOMMENDATION OF THE SPECIAL MASTER AND ORDER OF COURT Upon hearing of the Petition and Citation for Appointment of a guardian for Jeanette~ Shope , proof of notice of the said hearing to her next of kin having been filed, and Joseph P. Alexa, Esq. appointed as guardian ad and counsel litem,/the Special Master, appointed by this Honorable Court to hear said Petition, finds that the said Jean~tte' Shope is so mentally infirm that she her is likely to dissipate or lose estate and become the victim of designing persons; and that the Court further finds that the entire real and personal estate of the said Jeanette Shope should be handled by the Guardian designated herein. IT IS THEREFORE RECOMMENDED THAT Kenneth L. Dissinger, guardian officer, Harrisburg State Hospital and his/her successors in office be and are hereby authorized to receive, hold and dispose of the es- tate of the said Jeanette Shope as the duly appointed guardian under Court Decree, and to pay such debts as enumerated in said Petition, such debts having been found to be proper and in accord with law. The Master specifically finds that the respondent and her next of kin received sufficient notice of the hearing of the within matter. .. J c. " The guardian, within three months after real or personal es- tate of the incompetent comes into his possession, shall verify by oath and file with the Clerk an inventory and appraisement of such personal estate, a statement of such real estate, and a statement of any real or personal estate which he expects to acquire thereafter. .~~/ ~ ~~.~~~-t-/- Special Master DATE: November '3 1978. . \ IN THE MATTER OF IN THE COURT OF CO~~ON PLEAS OF Jeanette Shope (name) COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION An Alleged Incompetent No. 490 Orphans 1978 19 PRELIMINARY ORDER OF COURT AND NOW, this 13 day of September 1978 19 , upon consideration of the foregoing Petition, it is Ordered that a citation be issued, directed to Jeanette Shope to show cause why she should not be adjudged an incompetent, and a guardian of her estate appointed; and why distribution of assets and income as payment of debts listed in paragraph 110f the within Petition should not be made. Richard w. Stewart, Esquire is hereby appointed Special Master for the purposes of conducting a hearing on said Petition at the institution at which Jeanette Shope resides, at a time to be fixed by said Special Master, and to submit a Report and Recommendation to this Court in a timely fashion. Joseph P. Alexa. Esquire is hereby appointed by the court to act as guardian ad litem for Jeanette Shope the alleged incompetent regarding this hearing. At least twenty (20) days written notice of the hearing shall be given to Jeanette Shope BOOK 1,05 P,~c: 4.i7 . the alleged incompetent, by serving her personally with the citation and a copy of the foregoing Petition; and at least twenty (20) days written notice of the Petition and hearing shall also be given to any next of kin listed in the Petition either personally or by certified mail. Joseph P. Alexa, Esquire, be and is hereby appointed to represent the Respondent. Sandra Gobrecht is assigned to take the stenographic notes of testimony. BY THE COURT: ;6{;{L/ wlv~t-vt- tJ fJJ. BOOK 105 F~GE 448 rn THE MATI'ER OF IN THE cx)URl' OF CXM10N PLEAS OF CUMBERLAND muNTY, PENNSYLVANIA Jeanette Shope (nane ) ORPHANS' cx)URI' DIVISlOO An Alleged Inccnpetent NO. 19 PEI'ITlOO FOR APPOINIMEm' OF GUARDIAN The Petition of John B. Logan, M.D. , Superintendent of Harrisburg State Hospital , respectfully represents: 1. Your Petitioner has custody of the alleged incanpetent Harrisburg State Hospital at 2. The alleged ina:mpetent was adrni tted to the aforesaid institution on July 31, 1957 3. The alleged ina:mpetent is daniciled at Shippensburg, Cumberland County, Pennsylvania 4. The alleged ina::upetent is --2.9- years of age, having been Star Route 2, born on September 24. 1927 5. The alleged ina:mpetent IS mili tal:y status is: never served in the Armed Forces 6. The alleged ina:mpetent I S marital status is: never married 7. Those persons, if any, who are the alleged ina::mpetent I s next of kin and their relationship to same, of whan your Petitioner has knCMledge are as follCMs: Mrs. Prllll Reed Star Route 1 Shippensburg, Pa. Cumberland County Sister 8. No other Court within this CarIronwealth of which Petitioner has knCMledge has appointed a guardian for the alleged incanpetent. BOOK 105 PNI 444 MH/~1R 35-E-l - 9-77 T , ..' ~ \ ' , ' ~TH OF PENNSYLVANIA mUNTY OF DAUPHIN John B. Logan, M.D. I Peti tianer in this matter I being duly sworn according to lawl do depose and state that lam Superintendent State Hospital of Harrisburg and that the facts set my kncMledgel infonnation and belief. forth in the foregoing peti tiOll are true and correct to the best of BED BEFORE ME1'IHIS I:l.AY OF /;!~<- " li?;? ( '~-'I ( ./~-\ \ ' / ,:S r:fi I>iI/~1R 35-E-4 - 9-77 aOOK 105 Fi\CE 446 AFFIDA.VIT COMoDNWEAIJIlI OF PmNSYLVANIA COUNTY OF DAUPHIN ss I, Anne Mohr Brewen, PSA , being duly sworn according to law, depose and say that I am a Psychologist in the COImonwealth of Permsylvania errployed at Harrisburg State Hospital , and I have examined the patient, Jeanette Shope an alleged incxmpetent, with care and diligence and based UI;X>n said examination and obse:rvations am of the opinion that said patient is incorrpetent to manage his~ CMl affairs for the reasons set forth in the attached Competency Report, and that the facts and opinions contained therein are true and correct to the best of ~ knowledge, infonnation and belief. ) tv ;it'" ,. i wi' ",.., \" h // ...~.~ J 114'/(' 'v J )h,j,f"'~ '/. /t/ v . 'r..,... ~_,.,. ~m 'ID AND ~~BED BEFORE hT~ ME THIS DAY OF , 19.27 My ~mr!\RV PUBUG '"';;"'. ' "', hl;!!'iY'I]" J.!JN '1 County EXHIBIT "A" I'lli/MR 35-E-5 - 9-77 Hl::Pl.,.. i' ~jF- COMI'ETEf\'CY l::Xi\Mil\JJ-\ liON . . f\T~Ml.--'; --i--. .------ SHOPE, JEANETTA INSTITUTION HARRISBURG STATE HOSPITAL r::1/'TE q.J'}-)J f;..oDncSSOGr,/'J.,Pf-~ PL,AT[ EXAMINL II iii L:5 /J h1 t;:'f ",11:J 1~;STIlUCTIO~;S: S'Ct fo~:h bclo\\' your C';1i~ion ~s to whether the patient/resident m~ets the legal standards 0' i-i:o;TI:.)e~e:1c'l f I . t J 'orhheet ,'S+-'18 C"'nt~rs -~." ,.p,< U"I+' Include the mcd:c~1 ami iJctuallJes;s for that Oilinion. I you lil'.'e USCG a compe ene', \,' .~. .c".~, ~,'u .. "," o:lly) it Ciln serve as tile factual basis lor your oi,inion. Attach a copy to this form. Under Pennsylvania lew, a pe:so,-, mav. be adjudicated incompetent if he or she, as J result of mental illness, mental retardatior" or oid age: (1) is unable to manage his or hel' property; or (2) is likcly to dissipate that p~opcrty; or (3) is likely to become the victim of designinO persons; or (4) lacks sufficient cJpacity to make or communicate responsible decisiolls cO:lcc:ning th2 L;SC and management of his or her entitlements. Your opinion regarding competence must rr.ake reference to at least one of ~hesc ster,dards. Use as ml:ch sp3ce 25 f'ceded a"c be as detailed as possible. Medicill biJsis should refer to both ciagnosis and ies manifes:alions. Fac,ua! D2Sis r"fers to c;uestiollS and answers regarding the four standards above. Please sign on bottom, If adcitlonal s;.lace is rec;uired, ~sc an attilc:leG shee" Jeanette Shope meets the legal standards of incompetency. Her diagnosis is 313.9 Severe Mental Retardation, unspecified condition. As a result of her limited mentality, she is (1) unable to manage her property (2) is likely to dissipate that property (3) is likely to become the victim of designing persons (4) and lacks sufficient capacity to make or communicate responsible decisions concerning the use and management of her entitlements. Jeanette has insufficient comprehension to transact and does not understand values. -CONCLUSION: (Please respond Yes or No) DYes Q No DYes 0 No The patient/resident is capable of managing :lis/her financial 2ffairs. Qyes 0 No The patient/resident is incilpable of managing his/lwr fi:icricial affairs. (If Yes, respond to the followinO question.) If the patient/resident is incapable, is the patient's/resident's incapability w milnage "is.;',,;,' financial affairs a product and/or manifestiltion of his/her menta; retardation, mental iiness, oroldage? [~ Competent o Incompetent ,,{}{/:i~:trf2, H"D'~T- a~rU\ llvc1-v f3Ye'~1V SIGNATURE OF REVIEWING PXIX}OtXX~ PSYCHOLOGIST COM~.~ONWEALTH OF P:"':,SYLVANIA DEPARTME~JT 0<= PUBLIC ','<ELFAR'O S. !:.2J - 7-77 CONSENT OF proPOSED GUARDIAN I, Kenneth L. Dissinger Guardian Officer of Harrisburg State Hospital , do hereby certify that I and ~ successors in office are willing to act as Guardian for the estate of Jeanette Shope , an alleged incarpetent, if the Court shall so appoint. Further" I do hereby certify that I am not a fiduciary of any estate in which the alleged incorrpetent has an interest, nor have I any interest adverse to the alleged inconpetent. 'Ibe facts and opinions contained herein are true and correct to the best of ~ knCMledge, infonnation and belief. ~~ tgA'''~ EXHIBIT "B" MH/MR 35-E-6 - 9-77 IN THE MATTER OF IN THE ORPHANS' COURT OF JEANETTE SHOPE CUMBERLAND COUNTY. No. of 19 An Alleged Incompetent COMMONWEALTH OF PENNSYLVANIA, COUNTY OF CUt~BERLAND ss. : Joseph J. Fleishman, Ph.D. , being duly sworn according to law, deposes and say that 1. He is a regularly licensed or licensable, practicing psychologist, who is employed at the hospital or insti tution known as The Mental Retardati on Center, E-Bldg. W'located at Harrisburg State Hospital, Maclay and Cameron Streets where on September 25, , 19~, he examined a patient therein, viz: (Name) Jeanette Shope (Age) 51 , (Sex) F The examination revealed that the above-named patient's condition has not changed since the examination of September 1977 3. Said patient is in such physical or mental condition that he/she is capable of appearing in court and his/her presence in court will not endanger others in the court room. OR ([} Because of the physical or mental condition of said patient, hisf~ welfare would not be promoted by his/~ presence in court, and his/~ presence might endanger others in the court room. Sworn to and subscribed _of ~ . D. . . IN THE MATTER OF IN THE COURT OF COMMON PLEAS JEANETTE SHOPE AN ALLEGED INCOMPETENT OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 19 AFFIDAVIT OF SERVICE Nancy A. Rolain being duly sworn according to law, deposes and says that he/she personally served the within Citation and Petition upon Jeanette Shope at Harrisburg State Hospital, Mental Retardation Center on r1onday, 25th of September at 8: 30 a.m./p.m., by reading to him/her the contents of the Citation and Petition and leaving with him/her a copy of said Citation and said Petition. . SWORN TO AND SUBSCRI~D BEFO RE ME .1:lU S f},rJbt-J DAY OF ~""-" , 19~. (]~/Ma 2'/ ~~ NOTARY PUBLIC ' L'. N \~ry 1'uml( Cu. .nlES ". BRoWtt c \', 17, l'ta\ ., "'I' f. . ~s A~~u Mv (omm;ssion x~,r ll...:;~;n County ""r;\~ur1, ,. . , IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA IN THE MATTER OF JEANETTE SHOPE AN ALLEGED INCOMPETENT ORPHANS' COURT DIVISION NO. 49Q 1978 AFFIDAVIT OF NOTICE JOYCE A. HORNER , being duly sworn according to law, deposes and says that she gave notice of the hearing scheduled on October 12, 1978 on the above-captioned matter by sending by Certified Mail, Return Receipt Requested, a copy of the Court citation and a letter of explanation from Edward P. Carey, Assistant Attorney General to all next of kin of the above-captioned person at the addresses supplied by the institution of which the alleged incompetent is a resident. A copy of the Citation and the letter(s) are attached. ~ ..~ {j. ' , ~ A. . HORNER Sworn to and Subscribed Before me this 13th day of OCTOBER , 19~. ~ IP ..~-f / ~~. . ~/~~ / ~~t> r...-c...~.- Notary Public LtC NOTARY flUB .' :;,',NIISSlut! EXPIRES (/lA i ...", iB3~ IN THE .i:-iATTER OF IN THE COURT OF COMHON PLEAS Of . . Jeanette Shope ( name) COUNTY, PENNSYLVANIA An Alleged Incompetent ORPHANS' COURT DIVISION t/ 9 0 t)~v.~ 19 ? :f .No. CITATION TO: JEANETTE SHOPE Ne command you to appear at a hearing in the Orphans' Court of Cumberland , County, to be held at Harrisburg State Hospital on October 12, 1978 , 19 9:30 a.m. at ___:..H., to show cause why you should not be adjudged an incompetent, and a guardian appointed for your estate. and to be heard Citation Returnable/the 12 day of October 19 78. lnTNESSETH: The Honorable Dale F. Shughart President Judge of said Court, sitting in the Orphans' Court this 13 day of September , 19 78 . ,RtL~- &~~kL_f_ -:J.{ CLERK OF THE ORPHANS' COURT DIVISION - IN THE MATl'ER OF IN THE COURI' OF (!)1.M)N PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA Jeanette Shope (l1aIne ) ORPHANS' COURl' DIVISICN An Alleged Inccnpetent NO. 19 PRl'ITICN FOR APPOINIMENr OF GUARDIAN The Petition of John B. Logan, M.D. , superintendent of Harrisburg State Hospital , respectfully represents: 1. Your Petitioner has custody of the alleged incarq;>etent at Harrisburg State Hospital 2. The alleged incx:mpetent was admitted to the aforesaid institution on July 31, 1957 3. The alleged incx:mpetent is daniciled at Shippensburg, Cumberland County, Pennsylvania Star Route 2, 4. The alleged in<X1lIpetent is -2Q.... years of age, having been born on September 24. 1927 5. The alleged incx:mpetent' s mili tal:y status is: never served in the Armed Forces 6. The alleged inccrrpetent' s marital status is: never married 7. Those persons, if any, who are the alleged inconpetent' s next of kin and their relaticnship to same, of whan your Petitioner has knCMledge are as follows: Mrs. Prllll RQ8d Star Route 1 Shippensburg, Pa. Cumberland County Sister 8. No other Court within this Camonwealth of which Petitioner has knCMledge has appointed a guardian for the alleged inccrrpetent. eOCK 105 FN~: 444 MH/~m 35-E-l - 9-77 9. The alleged incarpetent has inccme consisting of: (a) Money due from Social Security in the arrount of $ 138.80 per month (b) Money due fran in the arrount of $ per (c) 10. The alleged inccmpetent has assets, real and personal, of which the Petitioner is aware, in the amount of $ 6,453.96 consisting of: (a} Money held by the Guardian Officer of Harrisburg State Hospital in the amount of $ 5,530.98 as of August 31 , 19~. (b) "Vecchione Refund" monies in the arrount of $ 922.98 title to which is in dispute. (c) 11. The alleged incanpetent has debts outstanding in the amount of $ 4,845.29, as of August 31 , 19~, consisting of: (a) $ 4,035.98 owing to the Carrnonwealth of Pennsylvania as payment for care and maintenanoe reoeived fran the period April 5 1972-, to August 31 , 19~, in accordance with 50 P.S. SS 4501 and 4504 and regulations promulgated therelIDder. (b) $ 809.31 owing to the Camonwealth of Pennsylvania as payment for care and maintenanoe rendered between July 11, 1974, and April 4, 1975, in dispute. 'which relates to the "Vecchione Refund", title to which is (c) 12. The alleged inCCITq?etent is incapable of handling her financial affairs for the reasons set forth in the attached Affidavit and Competency Report, prepared by Joseph J. Fleishman, Ph. D. marked as Exhibit A and made a part hereof. , -2- SDor 1,05 P,~i:: 445 MI/MR 35-E-2 - 9-77