HomeMy WebLinkAbout05-08-07 (3)
ORIGINAL
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Edith Mayo, an Incapacitated Person
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No.21-05-1012
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I.
INTRODUCTION
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Kevin L. Ellis and Dorothy Ellis
, were appointed
l&IPlenary OLimited Guardian of the Person by Decree of J. Wesley Oler. Jr. ,1.,
dated December 29. 2005
l&I A. This is the Annual Report for the period from January 1.2006
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. 10. /3.06
Page 1 of5
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Estate of Edith Mayo, an Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory
$100.00
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.)
$100.00
C. What is the total amount of income earned during the
Report Period?
$15.036.00
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $34.892.91
*On Medical Assistance from 1/1/06 - 6/19/06 so
all income went to nursing home. As of 6/19/06 was taken
off Medical Assistance and privately paid for nursing home charges.
E. What are the balances remaining at the end of the Report
Period?
1. Principal $87.609.89
2. Income $ -0-
3. Total of Principal and Income
$87.609.89
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.):
Checking Account
2. Have there been any expenditures from the principal
during the Report Period? ......................................... ...Ig) Yes 0 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit ofthe Incapacitated Person? ................Ig) Yes 0 No
FormG-02 rev. 10.13.06
Page 2 of5
Estate of Edith Mayo, an Incapacitated Person
b. List purpose and amount of expenditures:
Chare:es at the Golden Livine: Center and
misc. exoenses for personal care
needs.
$34.892.91
$
$
c. Was Court approval received prior to
expending the principal? .. . .. . .. .. .. .. . .. .. . .. .. .. . .. . .. . ....1&1 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? .....................1&1 Yes 0 No
If yes:
a. Was Court approval requested prior to
receiving the additional principal? ..................... ...1&1 Yes 0 No
b. State the sources and amounts of the
additional principal received:
Inheritance
$112.642.00
$
B. Income
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
Social Securitv *
Pension
$1.191.50
$61.50
$
$
*Mrs. Mayo was on Medical Assistance from 1/1/06 to 6/19/06.
Income during this period went directly to the nursing home. From
6/19/06 to 12/31/06, income went to Edith Mayo.
Total income received during Report Period:
$15.036.00
Form G-02 rev. /0.13.06
Page 3 of5
Estate of Edith Mayo, an Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Client care account at nursing home.
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.):
$175.29 daily rate for nursing home
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 DNo
DYes DNo
Form G-02 rev. /0./3.06
Page 4 of 5
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Estate of Edith Mayo, an Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amount
Court
Approval Obtained
$3,504.00
g) Yes 0 No
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.
1-d-J -07
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Date
Signature of Guardian of the Estate
Kt-V/rI tLLAJ
Name of Guardian of the Estate (type or print)
/sas- N//-#Hvt UJ
Address
c~LwrJ fIJ /7/rfl
717 GS7-73Cp2-
Telephone
Form 0-02 rev. 10./3.06
Page 5 of5