HomeMy WebLinkAbout01-0410 OrphansIN TH~ MATTER OF
HERBERT DALLAS PETTIT
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
: NO. 410-2001
IN RE: AMENDED PETITION TO ADJUDICATE INCAPACITY
PURSUANT TO 20 P.S. 5511 AND FOR THE APPOINTMENT OF A GUARDIAN OF
THE PERSON AND THE ESTATE
BEFORE OLER J.
FINAL DECREE
AND NOW, this 18th day of May, 2001, upon
consideration of the Amended Petition To Adjudicate Incapacity
Pursuant to 20 P.S. 5511 and for the Appointment of a Guardian of
the Person and the Estate, and following a hearing held on this
date, Herbert Dallas Pettit is adjudicated an incapacitated
person, and his children, George H. Pettit and RuthAnn McGarry,
are appointed plenary co-guardians of his person and his estate.
The co-guardians are directed to file reports in accordance with
the provisions of 20 Pa. C.S. Section 5521(c) on each occasion
that a report is due by statute.
Pursuant to an agreement of counsel in the person of
Lindsay Dare Baird, Esquire, on behalf of Petitioner George H.
Pettit, Johnna J. Kopecky, Esquire, on behalf of Petitioner
RuthAnn McGarry and Galen R. Waltz, Esquire, Court-Appointed
Counsel on behalf of Herbert Dallas Pettit, no bonds shall be
required of the co-guardians.
Pursuant to an agreement of counsel, it is ordered
further that Co-guardian George H. Pettit shall have authority to
sign checks, alone, without the co-signature of Co-guardian
RuthAnn McGarry, and the said George H. Pettit shall supply copies
of monthly statements from bank accounts maintained by or on
behalf of Herbert Dallas Pettit to the co-guardian and shall
supply quarterly information as to expenses and receipts related
to the guardianship to the co-guardian. In addition, it is
authorized that Social Security payments to or on behalf of
Herbert Dallas Pettit may be directly deposited into the existing
account of Herbert Dallas Pettit as they have previously been
deposited, by the Social Security Administration.
NOTICE IS HEREBY PROVIDED to Herbert Dallas Pettit of
his right to appeal and to petition to modify or terminate the
guardianships created herein.
By the Court,
Wesley Oler, Jr.,J.
Lindsay Dare Baird, Esquire
For George H. Pettit
Johnna J. Kopecky, Esquire
For RuthAnn McGarry
Galen R. Waltz, Esquire
Court-Appointed Counsel
For Herbert Dallas Pettit
pcb
IN TH~ MATTER OF
HERBERT DALLAS PETTIT
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
: NO. 410-2001
IN RE: AMENDED PETITION TO ADJUDICATE INCAPACITY
PURSUANT TO 20 P.S. 5511 AND FOR THE APPOINTMENT OF A GUARDIAN OF
THE PERSON AND THE ESTATE
BEFORE OLER J.
OPINION and FINAL DECREE
OLER, J., May 18, 2001.
At issue in the present case is whether Herbert
Dallas Pettit should be adjudicated an incapacitated person, and,
if so, whether his children, George H. Pettit and RuthAnn McGarry,
should be appointed plenary co-guardians of his person and his
estate. A hearing was held on the matter on Friday, May 18, 2001,
before the undersigned judge.
Based upon the evidence presented at the hearing, the
following Findings of Fact, Discussion and Final Decree are made
and entered:
FINDINGS OF FACT
1. The allegedly incapacitated person is Herbert
Dallas Pettit, whose date of birth is September 20, 1913, and
whose present residences are the Manor Care Nursing Home, Walnut
Bottom Road, Carlisle, Pennsylvania, 17013, and 922 Nixon Drive,
Mechanicsburg (Monroe Township), Pennsylvania, both in Cumberland
County, Pennsylvania.
2. Petitioners are George H. Pettit, who resides at
234 York Road, Carlisle, Cumberland County, Pennsylvania, 17013,
and RuthAnn McGarry, who resides at 3006 Antietam Court, Marina,
California, 93933-4900. Petitioners are the children of Herbert
Dallas Petter.
3. The allegedly incapacitated person, Herbert
Dallas Pettit, suffered a stroke on or about April 27, 2001.
4. As a result of the stroke, Mr. Pettit has fallen
into a comatose condition, the duration of which is at the moment
uncertain.
5. As a result of the said condition, Herbert Dallas
Pettit is an adult whose ability to receive and evaluate
information effectively and communicate decisions is impaired to
such a significant extent that he is totally unable to manage his
financial resources and totally unable to meet essential
requirements for his physical health and safety.
6. At this point, it cannot be said that Mr.
Pettit's condition will be alleviated in the foreseeable future.
7. Based upon the aforesaid condition, the Court
finds that it is necessary to establish a plenary guardianship
with respect to the person and estate of Mr. Pettit.
8. In view of the absence of a more favorable
prognosis at this time, the duration of the guardianships required
must be said to be indefinite, pending further Order Of Court, and
possibly permanent.
9. The Petitioners are adult individuals who are
willing to serve as co-guardians of the person and the estate of
Mr. Pettit, with the understanding that Petitioner George H.
Pettit would have the authority to sign checks alone, without the
co-signature of the Co-petitioner RuthAnn McGarry, and with the
further understanding that Petitioner George H. Pettit would
provide to the co-guardian copies of monthly statements from banks
in which accounts are maintained on behalf of or by Herbert Dallas
Pettit and that he would supply information quarterly to the
co-guardian in the form of a report as to expenses and receipts of
Herbert Dallas Pettit.
10. Counsel in the case are in agreement and it will
be so authorized that Social Security checks in the name of
Herbert Dallas Pettit may be deposited directly into the account
of Herbert Dallas Pettit, as they have been in the past.
11. Based upon competent medical testimony, the
Court finds that the presence of Herbert Dallas Pettit at the
hearing held on today's date is excused pursuant to the Probate,
Estates and Fiduciary Code.
12. The foregoing Findings of Fact are made on the
basis of clear and convincing evidence.
DISCUSSION
The provisions respecting an adjudication of
incapacity have been relatively recently amended and are contained
in 20 Pa. C.S. Sections 5501 et seq. The Petitioners have
substantially complied with these provisions, and, based upon the
foregoing Findings of Fact, the following Final Decree will be
entered:
FINAL DECREE
AND NOW, this 18th day of May, 2001, upon
consideration of the Amended Petition To Adjudicate Incapacity
Pursuant to 20 P.S. 5511 and for the Appointment of a Guardian of
the Person and the Estate, and following a hearing held on this
date, Herbert Dallas Pettit is adjudicated an incapacitated
person, and his children, George H. Pettit and RuthAnn McGarry,
are appointed plenary co-guardians of his person and his estate.
The co-guardians are directed to file reports in accordance with
the provisions of 20 Pa. C.S. Section 5521(c) on each occasion
that a report is due by statute.
Pursuant to an agreement of counsel in the person of
Pettit, Johnna J. Kopecky, Esquire, on behalf of Petitioner
RuthAnn McGarry and Galen R. Waltz, Esquire, Court-Appointed
Counsel on behalf of Herbert Dallas Pettit, no bonds shall be
required of the co-guardians.
Pursuant to an agreement of counsel, it is ordered
further that Co-guardian George H. Pettit shall have authority to
sign checks, alone, without the co-signature of Co-guardian
RuthAnn McGarry, and the said George H. Pettit shall supply copies
of monthly statements from bank accounts maintained by or on
behalf of Herbert Dallas Pettit to the co-guardian and shall
supply quarterly information as to expenses and receipts related
to the guardianship to the co-guardian. In addition, it is
authorized that Social Security payments to or on behalf of
Herbert Dallas Pettit may be directly deposited into the existing
account of Herbert Dallas Pettit as they have previously been
deposited, by the Social Security Administration.
NOTICE IS HEREBY PROVIDED to Herbert Dallas Pettit of
his right to appeal and to petition to modify or terminate the
guardianships created herein.
Lindsay Dare Baird, Esquire
For George H. Pettit
Johnna J. Kopecky, Esquire
For RuthAnn McGarry
Galen R. Waltz, Esquire
Court-Appointed Counsel
For Herbert Dallas Pettit
pcb
By the Court,
/s/ J. Wesley Oler, Jr.
J.