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HomeMy WebLinkAbout09-20-07 ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURlfF COMMON PLEAS OF CU11b.o {} PIJ.f\ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Jlarr'-) T chtl~ No. fen Q - L{Q5 , an Incapacitated Person I. INTRODUCTION /' NQi~V\bcrtr\ood SoY\I\'~S . , was appointed r::g' Plenary 0 Limited Guardian of the Estate by Decree of ~. Gvrd 0 , J., dated ( .Q - \1 - 0 lL-. ~ Th~innal Report for the period from ~ to - 7 -() ~ , (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: Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J., dated II : I Hd 02 d?S Form G-02 rev. 10.13.06 Page 1 of 5 '" ~ ESlateOCt-\-Ov<<~ \ 9-v ~ . An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ -2D9:/5, lu B. State the value(s) of principal assets at the beginning of the Report Period. (Same as Inventory if ftrst Report, otherwise, ending balance from last Report.) c. What is the total amount of income earned during the Report Period? $ lD~LJJlo $ I 00 o.QQ bu+ tf5 IV} ~ Fo r SClllDwCtn ce. ~ ~''10.,O. cD D. What is the total amount of income and principal spent for all purposes during the Report Period? E. What are the balances remaining at the end of the Report Period? 1. Principal $ 12 2. Income $ f1l.}[) ,00 3. Total of Principal and Income $ 0.00 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, certiftcates of deposit, restricted bank accounts, etc.): ALL \'f\C()'Y\t 90QS lnto re.S\ciu\t trvst QCCJ)LXU OJ- ffiCU'1or CarlL 2. Have there been any expenditures from the principal /' during the Report Period? ............................ I'SO Yes 0 No If yes: a. Have all expenditures from the principal been for . /' the sole beneftt ofthe Incapacitated Person? . . . . . . .. lit Yes 0 No Form G-02 rev. 10./3.06 Page 2 of5 EstateOfJ\OJ1~ T ~Ai'Lt b. . An Incapacitated Person ,tP /m{)'\~ A.- t5L}().l c. Was Court approval received prior to expending the principal? ....................... (J Yes ~o 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 r:s::JNo If yes: a. Was Court approval requested prior to receiving the additional principal? . . . . . . . . . . . . . . .. 0 Yes (J No 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.): f'L :oE.lY1 C X\Q -0 ~ Total income received during Report Period: Form G-02 rev. /0.13.06 $ $ $ $ $ in '2COLP 1--.B4.oo $ \Yl 7crl1 ~ L l. ro $ $ $ $ $ oc) $~ Page 3 of5 Estate of \.\DJ{~ Twit . An Incapacitated Person 2. How is income currently invested? (please specify, e.g., restricted bank accounts, client care account, etc.): fY1ctj)cr CCife- &('LtsLe.. (S, r.e.p. ~ Par r1\,,- Audu. ~ ~s, In~ IS PUt- \ ()\-o Vut, Or.e;)du-tf tYUSr- OtcCd.Ktf- 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.): ~ + Boa rcfl lYbxJif Cos.-e. ~ t, I?)-/~. CD / ('{"attVI \0\ WYY\ 'N <L\1'OO(yY) ~d 'J & I yY) ~ \=i:r ~\.X\rd.ltlf\Stv 'p ~CQSc CD. / 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.) E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount Method of Determination $ \O~ .W! m 0 I Court Approval Obtained DYes DNo DYes DNo Form G-02 rev. 10.13.06 Page 4 of5 Estate oC \-\--0. Il ILl. ~ T "j..;c1 t; . An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained DYes DNo DYes DNo I veritY 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.8. ~ 4904 relative to unsworn falsification to authorities. 9 - 11-dl-J ~~ ~~ocd S?(V(~ e of 'an of the Estate ~D trr\t) f'X'f"i ~o nit" CPS ame of uardian of the Estate (type or print) Date Address NBlGB89R1leeB SBM'WBS 134 SOUTH PRINCE STREET P.O. BOX 1593 LANCASTER, PA 17608-1. City, State, Zip ~11J tjoq -JZ2{ Te/epho/'U! Form G-Ol rev. 10./3.06 Page 5 of5 "