HomeMy WebLinkAbout06-15-07 (2)
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA .ORPHANS' COURT DIVISION
IN RE: ANTHONY l{I.IENSTUBER , an incapacitated person FILE NO. 06-1089
GUARDIAN OF THE ESTATE ~_ REPORT
FROM 1/11/07 TO
6/01/07
1) I am the Limited ~X Plenary Guardian of the Estate of my ward, named above.
I was appointed Guardian by Order of the Court dated _1/11/07, which
was X was not modified by Court Order (s) dated
2) Is the incapacitated person still living? NO
If no, answer the following:
(a) Date of Death 6!01/07
(b) Place of Death ~_ ~ c
<=o ~
WEST SHORE HEALTH & REHAB, CAMPHILL, PA ' ~„
L-, r_ _.
(c) Name of Adminstrator/trig or Eaecutor/trix NONE , ~= ~''
- =;-, -_
(d) Date Guardian of the Person filed the last Annual Report _:~ ,.~,
s.:
_~ ..
THIS IS FIRST AND LAST ~-°~
PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE
INCAPACITATED PERSON IS LIVING OR DECEASED.
3) My initial Inventory was fled on 2/02/07_ and listed a total estate valve of.
$ 16,SS0.7~
The Inventory listed a total monthly income of S_1,165.80 comprised of the following:
SOCIAL SECURITY AND PSARS PENSION
4) At the beginning date of this report period, my initial balance on hand was
$ 00.00
~ During this reporting period, the following reflects all sources of income (other than
Social security) received by me for my ward: (Add additional pages of needed)
date Received Source of Income Amount
1. MONTHLY PSARS PENSION 168.80
TOTAL 1,012.80
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 Resson for Payment Amoun
1. SEE ATTACHED ALL TRANSACTION REPORT
TOTAL
(7) The present principal assets of my ward are:
Descrin ' n of Asset Present Value
1. PAGA CUSTODIAL ACCT 3,269.27
TOTAL 3,269.27
8) The present amount and sources of income for my ward are:
Source of Income Amount of Income
(Indicate whether (monthly),
Quarterly, annually)
1. NONE
9) The regular monthly ezpenses of my ward which I pay are:
To Whom Paid Amgant
1. NONE
(10) I have/ ve not (circle one) petitioned the Court for permission to invade principal
to meet the needs of my ward.
(if applicable) The following ezpenses of my ward have been paid from nrinci~al:
To Whom Paid p~ ~o ~
11) I (have) /have not (circle one) paid myself compensation for services I rendered as
guardian.
The amount I Paid myself totaled $ 1,750.00 and was
Calculated at the following rate: $ 25(1.00 per week/(month) (circle one).
AND AN INITIAL START UP FEE OF $500.00
12) Check the correct response and complete, if appropriate.
_X There will be no need for extraordinary ezpenditures on behalf of my ward in
the nett (12) months.
There will be a need for eztrnordinary expenditures on behalf of my ward in
the neat (1Z) months because:
13) Check the correct response and complete, if appropriate.
A. My ward receives monthly social security benefits directly.
_X B. I am the designated payee to receive my ward's social security benefits.
C. The designated payee of my ward's social security benefits is
14) Please note any concerns about the incapacitated person's physical or mental well
being or the finances that the Court should know.
15) I am X_ 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.
ATURE
Name: BRIAN D. BROOKS
DATE
Telephone No. 717-299-4568
PENNSYLVANIA GUARDIANSffiP ASSOC. INC.
PO BOX 7295
LANCASTER, PA 17604
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: KLEINSTUBER, ANTHONY NO. 06-1089
DATE OF APPOINTMENT 1/11107
INVENTORY OF ASSETS
DATE: 212/07
n~cruTU~rTnu ~ AMOI7NT
SOCIAL SECURITY (MONTHLY) 997.00
CITY GROUP / PUTNUM INVESTMENT ACCT. 544.28
BANK /CHECKING ACCOUNT SOVEREIGN TRUST 2,827.93
BANK /CHECKING ACCOUNT COMMERCE BANK 13,178.52
PENSION PASRS (MONTHLY) i 68.80
TOTAL CASH ASSETS HELD FOR WARD (BY PAGA) 16,550.73
TOTAL MONTHLY INCOME 1,165.80
TOTAL MONTHLY COST OF CARE APPROX. 5,000.00
TOTAL MONTHLY GUARDIANSHIP FEE 250.00
Narrative:
PAGA was appointed guardian of the person and the estate on 1/11/07.
PAGA has acquired or has documented all known assets for the ward.. This wards Social Security
benefits are being direct deposited to her account at Commerce Bank.
PAGA will disburse funds on his behalf from income and principle to establish his eligibility for
Medical Assistance.
She has no Real Estate property.
.'
PAGA`CUS-PAGA Custodial
6/13' 7
Date Num
Page 1
Clr Amount
INCOME/EXPENSE
INCOME
KLEINSTUBER,A.
2/ 2' 7 9895 REGISTER OF WILLS ANTHONY KLEIN KLEINSTUBER,A./C X -15.00
2/26' 7 R1734 DEPOSIT BANK TRANSFER KLEINSTUBER,A.jB X 15,344.16
2/26' 7 10013 WEST SHORE GOLDEN A. KLEINSTUBE KLEINSTUBER,A./C X -7,008.00
3/ 9' 7 10097 WEST SHORE GOLDEN A. KLEINSTUBE KLETNSTUBER,A./C X -2,217.91.
4/ 2' 7 10244 NATIONAL RECOVERY ANTHONY KLEIN KLEINSTUBER,A./M X -10.44
4/11' 7 10293 WEST SHORE GOLDEN A. RLEINSTUBE KLEINSTUBER,A./C X -2,183.81
4/11' 7 10300 HI3ALTHDRIVE PODIAT ANTHONY KKLSI KLEINSTUBER,A./M X -72.00
4/12' 7 R1854 DEPOSIT SSDI KLEINSTUBBR,A./S X 1,028.00
4/12' 7 R1855 DEPOSIT REFUND KLETNSTUBER,A./R X 251.45
4/12' 7 R1856 DEPOSIT PENSION KLEINSTUBER,A./P X 168.80
4/22' 7 10358 JOHNSON,DUFFIE,STE ANTHONY KLEIN KLEINSTUBBR,A./L X -1,715.00
5/ 8' 7 10485 WEST SHORE GOLDEN A. KLEINSTUBE KLEINSTUBER,A./C X -775.78
5/ 8' 7 104955 PAGA GENERAL ACCOU 3-5/07 KLEINSTUBER,A./G X -1,250.00
5/ 8' 7 104935 PAGA GENERAL ACCOU INITIAL FEE KLETNSTUBER,A./G X -500.00
5/14' 7 R1996 DEPOSIT SSDI KLEINSTUBER,A./S X 1,028.00
5/14' 7 R1997 DEPOSIT SSDI KLBTNSTUBER,A./S X 1,028.00
5/14' 7 R1998 DEPOSIT PENSION KLEINSTUBER,A./P X 168.80
TOTAL KLEINSTUBER,A. 3,269.27
TOTAL INCOME 3,269.27
TOTAL INCOME/EXPENSE 3,269.27
Ca,~ C~-~` ,~~
ITEMIZED CATEGORY REPORT
1/ 1' 0 Through 6/30' 7
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