HomeMy WebLinkAbout10-05-87
IN THE MATTER OF
IN THE COURT OF COMMON PLEAS
OF CTTMRF.RT.Jl.Nn
COUNTY, PENNSYLVANIA
McCONNELL, SUSAN
AN INCOMPETENT
ORPHANS' COURT DIVISION
NO. 21-78-526 OF 19 --1Q
ANNUAL REPORT OF GUARDIAN
Bonita J. Stahl
, being duly sworn in
accordance with law, does state as follows:
1. I am the guardian of the estate of
Susan McConnell
having been appointed by this Honorable Court by Order of
Cumberland County
2. At the time of my appointment there was conserved
in
Susan
's account $ 7,078.92
3. Since then I have received in the name of
Susan
a. $ 237.00
b. $ 5.00
c. $ -0-
4. On July, 1979
(institution), $6,841. 55
the following income:
a month from Social Security Administration
a month from Cash Fund
from
I paid to
Selinsqrove Center
(amount), for care and maintenance
owing from 1974 to
May, 1979
month/year
5. When reasonable grounds to contest these bills
existed, I have sought to assert such grounds before making payments.
6. Prior to making all such payments, I have reviewed
the availability of grounds to seek abatement, modification or
discharge of these bills.
7. Since then I have paid a total of $
-0-
for current care and maintenance to
Selinsqrove Center
(institution) ,
pursuant to 50 P.S. SS 4501 and 4502, and regulations
promulgated thereunder.
8. The foregoing is filed in compliance with the Order
of Court in Vecchione v. Wohlgemuth, No. 73-162 (E.D. Pa., June 30,
1978) and not in response to any Order of this Court or state statute.
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GUARDIAN OFFICER
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8. The incompetent was discharged from
Selinsqrove Center
on November 19, 1986
9. The incompetent now resides at
7 Smiley Drive
in Mechanicsburg, PA 17055
10. To the best of Petitioner's knowledge, no institution or
individual is willing to be appointed Successor Guardian of the
Estate of Susan E. McConnell
11. The incompetent has income consisting of:
(a) Money due from
Social Security Administration
in the amount of $ 393.00
per
month
(b)
12. The incompetent has assets, real and personal, of which your
Petitioner is aware in the amount of $ 1,628.70
consisting Ofl
(a) Cash held by the Guardian in the amount of $
1,628.70
as of
September 15, 1987
(b) Irrevocable Burial Reserve, Swineford National Bank, Middleburg,
PA. 17842, statement savings account #114-356-9
13. The incompetent has debts outstanding in the amount of
$
-0-
as of
September 15, 1987
consisting of:
(a) S
owing the Commonweal1:h of Pennsylvania
in payment for
's care and maintenance at
(b)
14. Since
Susan E. McConnell
is no longer a ~
resident at
Selinsqrove Center
, it is impossible for your
Petitioner to continue as Guardian of this Estate,
r
-2-
-I PETITIONER'S
i E 181T
i ID--S ,~
IN THE MATTER OF
IN THE COURT OF COMMON PLEAS OF
Cumberland PENNSYLVANIA
Susan E. McConnell
(An Incompetent)
ORPHANS' COURT DIVISION
NO. 21-78-526 OF 19 _.1fl..-
FIRST AND FINAL ACCOUNTING OF
Bonita J. Stahl COURT-APPOINTED GUARDIAN
OF THE ESTATE OF Susan E. McConnell
PRINCIPAL AS OF DATE OF APPOINTMENT
1. Conserved Federal Benefits
2. Irrevocable Burial Reserve
3.
$ 7,078.92
(1,000.00)
TOTAL
$ 6,078.92
INCOME SINCE APPOINTMENT
1. Social Security Benefits at $ 237.00
for 8 months. (See attached).
2. Interest
3. Sheltered Workshop Earnings
4. Cash Donations
a month
TOTAL
35,718.00
2,108.35
51. 55
283.72
38.161. 62
EXPENDITURES FROM ACCOUNT
4.
5.
Court Costs of Guardianship petition
Court Costs of Guardianship Discharge
Care and Maintenance at Selinsgrove Center
from July , 19~ to
August , 19 86 .
Spending money($1708.50) ,Clothing(1975.96),
Wheelchair($199.80)Comm. Living expenses
(3739.8l,Miscellaneous(1735.43)Addition
Burial Reserve $200.00
?O 00
l.
2.
3.
Camp
($150.00)
to TOTAL
32,882.34
3,834.46
5,875.04
42,hl1.84
TOTAL ACCOUNT OF Susan E. AS OF September 15,1987
McConnell
TOTAL
6,078.92
38,161. 62
44,240.54
42 ,611. 8~
1, 628.70
1,426.56
l.
2.
Principal as of
Income since
3.
Expenditures since
REMAINDER
Plus Irrevocable Burial Reserve
Susan E. McConnell
The First and Final Accounting of Susan E. McConnell includes payments from the
Social Security Administration of 12 months at $260.80, 12 months at $298.50, 12
months at 331.70, 18 months at $355.00, 14 months at $365.00, 12 months at $378.00,
12 months at $390.00, and 8 months at $393.00.
STATEMENT OF PROPOSED DISTRIBUTION
I, Bonita J. Stahl
, court-Appointed Guardian of
the Estate of Susan E. McConnell
, propose to turn over all assets
of this estate to the Federal Payor,
Social Security Administration
who provided
Susan E. McConnell
with these benefits. The
total estate available for distribution is
1,628.70
All future benefits received from
Social Security Administration
shall be returned to
them
unopened.
Respectfully submitted,
i- .
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COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF Snyder
Bonita J. Stahl
, Guardian of the Estate of
Susan E. McConnell
, being duly sworn according to
law, depose and say t:hat the above and foregoing account, both as to. items
of charge and discharge, is just and true to the best of His/her knowledge,
information and belief.
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SWORN TO AND SUBSCR}:,BED
BEFO~~S IfoM DAY,.,!/)
OF " 19JLL.
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NOTARY PUBLIC
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IN THE: MATTER OF
IN THE: COURT OF COMMON PLEAS
CUMBERLAND COUUTY, PENl~SYLVAl~I':-.
SUSAN McCONNELL
At, INCOMPETEN':
ORPHAns' COURT DIVISIOI:
NG. OF
AFFIDAVIT OF lJOTICE
Nancy Neast, being duly sworn according to la~,
depose and say that she gave notice of the hearing schedule~
o~ Monday - October 5, 1987 - 1:30 P.M. - Cumberland County Courthous.
on the above-captioned matter by sending by Certified Mail,
Return Receipt., a copy of the Court Citation ana a lette~
of explanation from Thomas Blazusiak, Assistant Counsel,
Northeastern F~gion, Department. of Public Welfare, to all
next-of-kin named in the Amended Petition of the above-
captioned person who are sui jurls and within the Commonwealt~
of Pennsylvania, at the addresses supplied by the institut1o~
of which the alleged lncompetent is a resident.
She sen-=.
the same by first-class mail to those outside the CommowealtL.
A copy of the Citatlon and the letter are attached; havln=
been sent O~ Tuesday - September 8, 1987.
'fLD-\,', .i.'-<-, C/\:)_(-:'t,A_./-f,
Nancy Neas-=.
SWORN TO AND SUBSCRIBE:
BEFORE ME THIS 11th DA::
0, ~~
-Y PUB:"::::
NE R. DAUSCHER, Notary Public
Allentown, Lehigh County, Pa.
My Commission Expires December 19. 1989
*
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
HARRISBURG. PENNSYLVANIA 17120
NORTHEAST ..EGIONAL COUNSEL
ALLENTOWN STATE HOSPITAL
1&&0 HANOVER AVENUE
ALLENTOWN, PA 1810~
September 2, 1987
TELE~HONE NUMBER
B21 -&323 or 821.&330
(AREA CODE 215
ON THE NETWORK
378-&323 or 378-&33C
Mr. & Mrs. Harold McConnell
1295 Kingsley Road
Camp Hill, PA
Dear Mr. & Mrs. McConnell:
Re: Estate of 'Susan E. McConnell
Enclosed please find a Petition and proposed Orde~
requesting that the Guardian Offi~er, who was appointee
guaraian of the estate in this case, be dischargec.
The reason for this request is outlined in the Petit1oL.
Also enclosed is a First and Final AccOUnt1nc 0: th~
Guard1an Officer which ind1cates the financ1al status 0:
th1S account Slnce the date of appointmen~. Finally ther~
1S a statem~~t of proposed distribution which indicate~
wnere any mo'rues rema1ning will be se:;.-:..
ThlS matter is scheduled to come before the Cour~ C~
Monday - October 5, 1987 - 1:30 P.M. - Court Room No. 1 -
Cumberland County Court House - Carlisle, PA
If vou have any questions or oblect1ons concernln~
this matter please contact this offlce or your o~~
independent legal counsel promptly. If no objectlo:;, l~
noted at or before the above scheduled date the Court wil~
enter the Order requestec.
Sincerely,
8t\CY'r~
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Ene::" .
Thomas Blazusiak, Esquire
Northeast Regional Counsel
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
HARRISBURG, PENNSYLVANIA 17120
NO~THEAST fIlEGIONAL COUNSf.l
ALLENTOWN STATE HOSPITA~
1aea HANOVEA AVENUE
ALLENTOWN. PA 18102
September 2, 1987
TELEPHONE NUMBE F
.21 -8323 or 821 -833C
(AAEA CODE 21e;
ON THE NETWOR~.
378-8323 or 378-833C
Mrs. Gerald Gillan
712 Hilltop Drive
New Cumberland, PA 17070
Dear Mrs. Gillan:
Re: Estate of Susan E. McConnell
Enclosed please find a Petition and proposed Orde~
request~ng that the Guardian Officer, who was appointee
guardian of the estate in this case, be discharqee.
- -
The reason for this request is outlined in the Petit~o~.
Also enclosed ~s a F~rst and Final Accounting 0: th~
Guard~an Off~cer which ind~cates the financial status 0:
th~s account s~nce the date of appo~ntment. Finally there
~s a statement of proposed distribution which indicates
where any m6'n~es remaining will be sent.
TnlS matter is scheduled to come before the Co~rt o~
Monday - October 5, 1987 - 1:30 P.M. - Court Room No.1 -
Cumberland County Court House - Carlisle, PA
If vou have any questions or obJect~ons concern~n~
this matter please contact this office or your ow~
independent legal counsel promptly. If no obJect~on l5
noted at or before the above scheduled date the Court wil~
enter the Order requestec.
Sincerely,
TB:nr.
Enc:" .
VI\.tYI~. ~. ( - ~
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Thomas Blazusiak, Esquire
Northeast Regional Counse:
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF PUBLIC WELFARE
HARRISBURG. PENNSYLVANIA 17120
NORTHEAST "'EGIONAI.. COUNSE l
AL.L.ENTOWN STATE HOSPITAL
1660 HANOVER AVENUE
AL.L.ENTOWN. PA 1810::;
September 2, 1987
TELEPHONE NUM8ER
8:? 1.6323 or 82' .633C
<AFlEA COOE 216
ON THE NETWORK
378-6323 or 378-633C
Susan E. McConnell
7 Smiley Drive
Mechanicsburg, PA
17055
Dear Ms. McConnell:
Re: Estate of Susan McConnell
Enclosed please find a Petition and proposed Orde~
requesting that the Guardian Off~cer, wno was appointee
guard~an of the estate in this c~se, be dischargec.
The reason for th~s request is outlined in the Petit~o~.
Also enclosed ~s a F~rst and Final Accounti~~ of th~
Guardia~ Off~cer which ind~cates the financial status 0:
th~s account since the date of appointme~~. Fina:ly tnere
~s a statement of proposed distribution which ind~cate~
where any mC'U~es remaininq will be se~t.
Th~s matter is scheduled to come before the Court o~
Monday - October 5, 1987 - 1:30 P.~~. - Court Room No.1
Cumberland County Court House - Carlisle, PA
If VOll have any questions or objections concern~n~
this matter please contact this offlce or your ow~
independent legal counsel promptly. If no obJectlon If
noted at or before the above scheduled date the C~llrt wil:
enter the Order requeste~.
Sincerely,
~ ~ (
Vrv:n'\D.../i.- . .~
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TB:nr.
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Thomas Blazusiak, Esquire
Northeast Regional Counstl
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