In re Estate of Collins

3 Pa. D. & C.5th 34
CourtPennsylvania Court of Common Pleas, Bucks County
DecidedFebruary 27, 2008
Docketno. 2007-0364-29
StatusPublished

This text of 3 Pa. D. & C.5th 34 (In re Estate of Collins) is published on Counsel Stack Legal Research, covering Pennsylvania Court of Common Pleas, Bucks County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Estate of Collins, 3 Pa. D. & C.5th 34 (Pa. Super. Ct. 2008).

Opinion

FRITSCH JR., J.,

On October 19,2007, based upon clear and convincing evidence, we adjudicated Eileen D. Collins, currently 81 years of age, an incapacitated person, and appointed her daughter Donna L. Ablassmeir the permanent plenary guardian of her person and estate. On November 19,2007, Eileen D. Collins’ husband, David R. Collins (appellant), filed with this court a notice of appeal to the Pennsylvania Superior Court. This opinion is filed in accordance with Pa. R.A.P. 1925(a).

BACKGROUND

Eileen D. Collins is currently 81 years old. She has been married to appellant, who is 84 years of age, for over six decades. (N.T., 9/7/07, p. 139; N.T., 10/16/07, p. 15.) They have seven adult children: Arlene B. Collins Carlough, Donna L. Ablassmeir, David J. Collins, Eileen Mary Bray, Barbara Sue Collins, Kathleen Seibert and Maureen Cullen.

In August of2007, Donna L. Ablassmeir filed petitions for the adjudication of her parents, Eileen D. Collins and appellant, as incapacitated persons and for her appointment as the plenary guardian of their persons and estates. [36]*36Her petition respecting appellant’s status as an alleged incapacitated person is being considered in a parallel but separate proceeding in this court. See In re Estate of David R. Collins, An Alleged Incapacitated Person, Bucks County Court of Common Pleas, Orphans’ Court Division, no. 2007-0363.

Four of Mrs. Collins’ children, Kathleen Seibert, David J. Collins, Maureen Cullen and Eileen Mary Bray, filed a response to Ablassmeir’s petition in the within matter. They did not contest a finding of incapacity but objected to Ablassmeir’s request to be appointed the guardian of Eileen D. Collins’ person and estate. They petitioned for the appointment of David J. Collins as the plenary guardian of Mrs. Collins’ estate and of Eileen Mary Bray as the plenary guardian of her person. Compare petition (Aug. 19,2007) with response (Sept. 6,2007).

Upon the request of Mrs. Ablassmeir, the Honorable Daniel J. Lawler, who has since retired from the bench, appointed independent counsel for Mrs. Collins. Order, Lawler, J. (Aug. 20,2007). Mrs. Collins’ court-appointed counsel for purposes of the within matter is Maris C. Langford, Esquire. Mrs. Collins, by and through her counsel, did not contest the petitions.

Evidentiary hearings were held on September 7,20071 and October 16, 2007.2 Appellant was present at both [37]*37hearings.3 Brian M. Puricelli, Esquire, appellant’s counsel, was present at the September 7, 2007 hearing. Attorney Theodore Kravitz, an associate of Brian M. Puricelli, Esquire, was present with appellant at the outset of the October 16,2007 hearing. (N.T. 10/16/07, pp. 2-9.)4 [38]*38The attorneys for petitioners and for Mrs. Collins were present at both hearings.5

The evidence adduced before this court established that Mrs. Collins suffers from moderate to severe dementia. Written interrogatories with affidavit, John J. Filips D.O. (Sept. 5, 2007).6 Her condition will not improve or subside over time, but will only exacerbate. Id. Moreover, Mrs. Collins’ mental capacity has been progressively and substantially diminishing throughout the past five years. (N.T., 10/16/07, pp. 17, 19-21, 92, 97, 107.)

Because of Mrs. Collins’ condition, she is totally unable to monitor and understand essential requirements for her medical care. Written interrogatories with affidavit, John J. Filips D.O. For example, she is unable to monitor the time and dosage levels of her prescribed medication. Id. (N.T., 10/16/07, pp. 21, 92,107.) Sometimes she fails to take her medication for a couple of days at a time. (N.T., 10/16/07, pp. 17,20.) She is also unable [39]*39to schedule her medical appointments. (N.T., 10/16/07, pp. 21, 142.)

Also as a result of the dementia, Mrs. Collins has poor memory and insight. Written interrogatories with affidavit, John J. Filips D.O. (N.T., 10/16/07, pp. 21-22, 91, 107.) This has caused her to be unable to handle a checking account, pay bills in a timely fashion, or monitor her finances. Id. (N.T., 10/16/07, pp. 97,106.) For example, David J. Collins testified that he paid most of his parents’ bills from 2003 to mid-2007. (N.T., 9/7/07, p. 133; N.T., 10/16/07, pp. 42, 213.) He did so because his parents were not paying essential bills, allowing policies to lapse and utilities to be shut off. (N.T., 10/16/07, p. 42.)

In addition, Donna L. Ablassmeir reported an incident that occurred in January of 2007. Mrs. Ablassmeir inquired about a debit entry in Mrs. Collins’ checkbook because the entry was not in Mrs. Collins’ handwriting. Mrs. Collins replied: “I think I was at the bank with David yesterday, but I’m not sure.” (N.T. 10/16/07, pp. 36-37.)

According to David J. Collins, he made the debit entry. The day before, he had taken Mrs. Collins and appellant to the bank, at the insistence of appellant, for the purpose of having Mrs. Collins cash in one of her IRA accounts. David J. Collins testified that he heard appellant tell Mrs. Collins that he would divorce her if she did not pay their son half of what they owed him for the bills and other expenses their son had been paying on their behalf since 2003. (N.T., 10/16/07, pp. 215,220,238.) David J. Collins took his parents to the bank where Mrs. Collins turned over the sum of $9,990 to her son. (N.T., 10/16/07, pp. 220, 232, 238.) While at the bank, David J. Collins also obtained a power of attorney from his mother grant[40]*40ing him access to her bank accounts. (N.T, 10/16/07, p. 213.) He admitted that his mother did not fully comprehend what she was doing when she turned the money over to him and executed the powers of attorney. (N.T, 10/16/07, p. 236.)

Appellant and Mrs. Collins have had, over the past several years, marital disagreements, which are apparently due, in part, to their advanced age and diminished mental capacity. (N.T, 10/16/07, pp. 19-20,29-30.) Ms. Bray testified that appellant has threatened Mrs. Collins with divorce several times. (N.T, 10/16/07, p. 181.) Ms. Bray also testified that she received notice from appellant’s attorney, Brian M. Puricelli, Esquire, stating that there was going to be a divorce proceeding in the future. (N.T, 10/16/07, pp. 183-84.)

Many of the couple’s disagreements appear to focus on their marital assets and marital expenses. For example, when Mrs. Collins received an inheritance, appellant began to insist that Mrs. Collins pay for half of all the marital expenses from her own money. This threatened to deplete her resources and increase her financial dependence on appellant. (N.T, 10/16/07, pp. 212-13, 218, 220, 237.) While appellant has access to approximately $900,000 in certificates of deposit, investments, and checking and savings accounts, Mrs. Collins has access to only one tenth of that sum, i.e., roughly $90,000. (N.T. 9/7/07, pp. 128-29; N.T, 10/16/07, p. 237.) Moreover, while appellant receives $1,600 per month in the form of Social Security income, Mrs. Collins receives only $696 per month. (N.T. 9/7/07, pp. 128-29.)

In light of these economic disparities and appellant’s coercive behavior as recited above, we perceived Mrs. Collins to be in a precarious situation. Donna L. Ablass[41]

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Bluebook (online)
3 Pa. D. & C.5th 34, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-collins-pactcomplbucks-2008.