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HomeMy WebLinkAbout03-08-07 (3) ~ ... IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYL VANIA ORPHANS' COURT DIVISION IN RE: JI-Ow-{)&SD Myrtle A. Drawbaugh, an incapacitated person FILE NO. 21-06-02 GUARDIAN OF THE ESTATE ANNUAL REPORT _ FI tl A L [20 Pa.C.S.A. 5521 (c)) FROM / I r- ( , 200 ~ TO / - I ( , 2007 1) I am the Limited X Plenary Co-Guardian of the Estate of my ward, named above. I was appointed Guardian by Order of Court dated August 24;;;~006, " ) c::c; which was /was not modified by Court Order(s) dated (~S5 ~ ~. \..) I :-=:=:r: .._ Is the incapacitated person still living? If no, answer the following: ;Vo 1'0 2) I CD (a) Date of Death 6/- /1- 67 , 'D (b) Place of Death iJc;S-r S/hXl1f' I-ICth.-ra- ~ f.r=fffti5 / ~p f6u~ (c) Name of Administrator/trix or Executor/trix ~tJ '1:1?1hJ(!;Oru,--I-I (d) Date Guardian of the Person filed the last Annual Report I D - 20 --6 Cc (-:rf\l J'TfPrtJ PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAP ACIT A TED PERSON IS LIVING OR DECEASED: 3) My initial Inventory was filed on I c> - 20 - 0 ~ and listed a total estate value of $ 5~CfQD. 2-~ . The Inventory listed a total monthly income of $ -D- comprised of the following: (SS t. f!.,J.-i"'_-J.-k-..-fih L.W.L ~ ~ -h~~~~ ~ -' 4) At the beginning date of this reporting period, my initial balance on hand was $ 55100. 22-- 5) During this reporting period, the following reflects all sources of income (other than social security) received by me for my ward: (Add additional pages if needed) Date Received Source of Income Amount 1. 2. 3. 4. 5. 6. 6) During this reporting period, the following reflects all payments I have made for my ward: (Add additional pages if needed) Date To Whom Paid Reason for Pavment Amount --.- .s~ A(f'4c/~P 1. 2. 3. 2 ,} 4. 5. 6. 7) The present principal assets of my ward are: Description of Asset(s) Present Value "- ;V6 A35~-rS - 1. 2. 3. 4. 5. 6. TOTAL: 8) The present amount and sources of income for my ward are: Source of Income Amount of Income (indicate Whethe~on~ quarterly,annualy 1. ,<;Q('-(~ Sc.~ 12-~'3.60 1?t:.-'11/LG ftt~ rJ-r ~r; ~ lor1 L{-q 1. z ( po-r It /AJAr S r: rJ ( D /Il.~ C- '1 L-'{ "7i> f'fllt,JoL f!J#!flE ] 2. 3. 4. 5. 6. 9) The regular monthly expenses of my ward which I pay are: To Whom Paid Amount 1. fY}AAL)fL~ ~p UtLL (~II/IY(6l9) '-f 300 .. oD ~/- 2. ~~lIftftcy kxfCcJS 0 - Vf),Jl-lA~ u;- I D{). DD +/- 3. rpgzSOrJu J:f"E/vI5 (CLo-rilfrJ~ ( E"lL) ""'VA<2IM}u;' / D O. 6() -I-/- 4. tJe--r Stf,.u ~'I+ f 41MB (}1/2'1'1."-) (p ~DD.bo +/- II" 11:77 5. 6. 10) I have~irc1e one) petitioned the Court for permission to invade principal to meet the needs of my ward. (If applicable) The following expenses of my ward have been paid from principal: To Whom Paid Puroose Amount 1. 2. 4 . . 3. 4. 5. 6. I haQCirc1e one) paid myself compensation for servIces I rendered as guardian. The amount I paid myself totaled $ and was calculated at the following rate: $ per week/month (circle one). 11 ) 12) Check the correct response and complete, if appropriate. / There will be no need for extraordinary expenditures on behalf of my ward in the next twelve (12) months. There will be a need for extraordinary expenditures on behalf of my ward in the next twelve (12) months because: 13) Check the correct response and complete, if appropriate. A. B. t/c. My ward receives monthly social security benefits directly. I am the designated payee to receive my ward's social security benefits. Th d. d f d ?~f ,'c,ti ~~ fi' e eSIgnate payee 0 my war's socufl securIty bene Its IS: fY1 ft-rJ oIL CIt-r~ f.-ltw. P MLL Whose address is '700 MA-~( Sf. t!.AmfJ IItL-L- -&. 170 II And i~ircle one) related to my ward as (insert relationship:) _ 5 J ., 14) Please note any concerns about the incapacitated person's physical or mental well-being or the finances that the Court should know. fi,JlJqJc.l.AL A-~5E.:1S in~. Lt/IIll-rt. t:> /tWO WILL JD().-J de EJ(,'~.) Itd> --f3'( Co.) 'fs fJr ~tzl>l~ ~ur. t<r::.mAlrlltJ6 Ul U 6C ])IS(~(8"'-'7~D fQuAuy .(/) -rth;; ':) Ll VI rJ {, (;1/ It... o~,J 6r /YI1{("7u~ A ' {::>(2.fbJ ~Au4 if Ih:o,tt.P1 (Ii f, to fk.(L U(SIfe!. . 15) I /am am not guardian of the incapacitated person's person. If yes, report is attached. I CERTIFY under the penalties of perjury that the information contained in this report is true and correct to the best of my knowledge, information and belief. 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