HomeMy WebLinkAbout03-28-07
ORIGINAL
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Constance M. Meredith
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No. 06-0294
I. INTRODUCTION
William J. Meredith , was appointed
I&IPlenary DLimited Guardian of the Person by Decree of Edward E. Guido , J.,
dated June 12. 2006 and Amended Final Order dated July 20. 2006.
(gJ A. This is the Annual Report for the period from June 12.2006
to December 31. 2006 (the "Report Period"); or
o B. This is the Final Report for the period from
'-
to
(the "Report Period"), and is filed
for the following reason:
1. The death of the Incapacitated Person. Date of death:
2. The Guardianship was terminated by the Court by Decree of
, J., dated
Form G-02 rev. /0.13.06
Page I of 5
-
. .
o
Estate of Constance M. Meredith
, an Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory
$235.877.53
B. State the value(s) of principal assets at the beginning of
the Report Period. (Same as Inventory if first Report,
otherwise, ending balance from last Report.)
$235.877.53
C. What is the total amount of income earned during the
Report Period? $285/month SS x 6
$1.710.00
D. What is the total amount of income and principal
spent for all purposes during the Report Period?
$132.153.00
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 103.724.53
2. Income $ -0-
3 . Total of Principal and Income
$ 103.724.53
III. ADDITIONAL INFORMATION
(If more space is needed, please attach additional pages.)
A. Principal
1. How is the principal balance listed above currently
invested? (Please specify, e.g., real estate,
certificates of deposit, restricted bank accounts, etc.):
Assets in Constance Meredith's name have been depleted. An application has
been filed for Medical Assistance for her to pay for her care the State Hospital.
2. Have there been any expenditures from the principal
during the Report Period? . .............. ... ... ......... ...... ........~ Yes 0 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? ................1&1 Yes 0 No
Form G-02 rev. /0./3.06
Page 2 of5
Estate of Constance M. Meredith , an Incapacitated Person
b. List purpose and amount of expenditures:
Charges at the Danville State Hospital $
and misc. expenses for personal items $
including clothing and other personal care needs. $
$651.00 daily for her care. $
c. Was Court approval received prior to
expending the principal? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . .Im Yes 0 No
3. Were additional principal assets received during the
Report Period which were not included in the
Inventory or a prior Report filed for the Estate? ................... ..0 Yes l8J No
If yes:
a. Was Court approval requested prior to
.. h dd.. I . . I? Y N
receIvIng tea It10na pnncIpa . ........................ ....0 es 0 0
b. State the sources and amounts of the
additional principal received:
$
$
$
$
$
B. Income
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
Social Security
$285.00/month
$
$
$
$
$
Total income received during Report Period:
$1~710.00
Form G-02 rev. 10.13.06
Page 3 of5
Estate of Constance M. Meredith
, an Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
J oint accounts with spouse.
c. Expenses for Care and Maintenance
Specify what expenditures were made from the principal and
income for the care and maintenance of the Incapacitated
Person (e.g., clothing, nursing home, medicine, support, etc.):
Clothing
$651.00 daily rate for hospital
D. Other Expenditures
Specify what other expenditures were made during the Report
Period. (Do not include any items stated in response to
question C above.) NONE
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
And state how amount was determined: NONE
Amount
Method of Determination
Court
Approval Obtained
DYes oNo
DYes oNo
Form G-02 rev. 10.13.06
Page 4 of5
Estate of Constance M. Meredith
, an Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amount
Court
Approval Obtained
o Yes oNo
DYes oNo
I verify that the foregoing information is correct to the best of my knowledge,
information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S.A. ~ 4904
relative to unsworn falsification to authorities.
j~~7~b1
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Signature ofGuar an of the Estate
Date
William J. Meredith
Name of Guardian of the Estate (type or print)
165 Linn Drive
Address
Carlisle. P A 17013
City. State. Zip
(717) 243-5464
Telephone
Form G-02 rev. 10.13. 06
Page 5 of5