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HomeMy WebLinkAbout10-12-07 (2) ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION (-J [,,;; Estate of Cynthia N. Stager, an Incapacitated Person ; 1 No. 21-07-05411 c;, I, INTRODUCTION Kevstone Guardianship Services , was appointed o Plenary 0 Limited Guardian of the Estate by Decree of The Honorable Judge Oler, J., dated June 28,2007. D A. This is the ANNUAL Report for the period from to (the "Report Period"); or D B. This is the First & Final Report for the period from June 28, 2007 to July 20 2007 (the "Report Period"), and is filed for the following reason: I. The death of the Incapacitated Person. Date of death: July 20, 2007 Name of Personal Representative: no Last Will and Testament was located 2. The Guardianship was terminated by the Court by Decree of J., dated Form G-02 rev. 10.]3.06 Page 1 of 5 ~ Estate of Cynthia N. Stager , An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 38.668.10 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.) C. What is the total amount of income earned during the Report Period? 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 $ 25.810.92 2. Income $ 3. Total of Principal and Income $ 38.668.10 $. .00 $ 12.857.18 $ 25.810.92 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.): Commerce Checking Account Mobile Home (very poor condition) Email from Rolo Court Attachment A ING Life & Annuity - Pension/IRA Apparently payable to a deceased Friend of Cynthia's 25,810.92 .00 .00 2. Have there been any expenditures from the principal during the Report Period? .............................................................. Ii Yes D No If yes: a. Have all expenditures from the principal been for 1/ the so Ie benefit of the Incapacitated Person? .............. ~ Yes D No Form C-02 rev. 10.13.06 Page 2 of 5 Estate of Cynthia N. Stager , An Incapacitated Person b. List purpose and amount of expenditures: MCHS Carlisle - Home Care $ Holinger Funeral Home - Funeral Arrangement$ Keystone Guardianship Services -set up fee $ $ 10.607.18 1.750.00 500.00 c. Was Court approval received prior to expending the principal? ...................................................... 0 Yes ~ 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 Y es ~ No If yes: a. Was Court approval requested prior to receiving the additional principal? ....................................... 0 Yes 0 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.): No income was received as Mr. Stager died prior to establishing her assets $ $ $ $ $ $ Total income received during Report Period: $ .00 Form G-02 rev. !0.!3.06 Page 3 of5 Estate of Cynthia N. Stager 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): There was no income 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.): MCHC Carlisle - Home Care - $10,607.18 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.) Hollinger Funeral Home Keystone Guardianship Services Set up fee $1,750.00 500.00 *** * A TT ACHMENT B (3 pages) UNPAID EXPENSES to the best of our knowledge 86,628.72 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount Method of Determination 500.00 Check from Wards Checking Account Form G-02 rev. J 0.13. 06 , An Incapacitated Person Court Approval Obtained DYes llr"No DYes 0 No Page 4 of 5 Estate of Cynthia N. Stager , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained DYes 0 No DYes 0 No G. Guardian's Comments See Attachment "C" 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. S 4904 relative to unsworn falsification to authorities. q /~I) /tJ1 I I ~..i~ Constance E. Stoneroad, President Kevstone Guardianshio Services Name of Guardian of the Estate (type or print) Date 129 Market Street Address Millersburg P A 17061 City, State, Zip Office 717-692-1320 or 717-692-2345 Cell 717-265-4056 Telephone Form G-02 rev. 10.13.06 Page 5 of 5 Estate of Cynthia N. Stager .An Incapacitated Person From: Catherine J. Whitsel [cjwhitsel@comcast.net] Sent: Friday, September 14,20074:16 PM To: Connie Stoneroad Subject: Cynthia Stager September 14, 2007 Connie, Per our conversation this morning regarding the mobile home belonging to Cynthia Stager: The home is located at 2535 Rolo Court, within our mobile home park. It is very old (1974 Buddy) and as you stated, in very bad condition. It is worth nothing due to it's age and condition. Financing is not even available for homes that old. .. Rental arrears are currently $1580.00 through September. I'm sure there must be unpaid taxes on the home as well. Due to the age and condition of the home, the unpaid lot rent and taxes, and the fact that Cynthia has no will or assets from which to payoff the rental arrears and the rent going forward ($310.00 per month) , I am requesting the home be torn down or removed from Rolo Court as quickly as possible. The cost to tear down is approximately $1800.00. At your request I will give you the name and phone number of the individual that we use for tear down. That being said, I know there is no money to pay for a tear down so I would offer to tear it down at our cost if we can get a release or permission from the estate. Please have someone contact me regarding the removal of the home and/or writing up a release. Thank You! Catherine J. Whitsel Manager, Rolo Court 717 -266-6696 x26 fiwhJtsel@comcast.net ATTACHMENT "A " 9/17/2007 Estate of Cynthia N. Stager .An Incapacitated Person UNPAID EXPENSES Attachment to (D) on page 4 of this report Mrs. Elsie Nadis C/O Rosemary Arend, POA 1558 Dellsway Road Baltimore, MD 21286 Mother Lineal Heir No Known Will Bureau of Acct Management 3607 Rosemont Avenue Camp Hill PA 17001-8875 Creditor 41,686.97 Angie Calloway 2535 Rolo Court Mechanicsburg, PA 17055 Creditor 445.67 Camp Hill Emergency Physicians POBox 13693 Philadelphia, PA 19101-3693 Creditor 806.00 Carlisle Digestive Disease Assoc 241 Alexander Spring Road Carlisle, PA 17015 Creditor 90.00 Carlisle Ear Nose & Throat Assoc 2 Jennifer Court Suite B Carlisle, PA 17015 Creditor 413.05 Carlisle Regional Medical Center POBox 41100 Carlisle, PA 17015 Creditor 19,695.24 Center for Kidney Disease & Hyp 425 N 21st Street Suite 204 Camp Hill PA 17011 Creditor 36.78 Comcast 4601 Smith St Harrisburg, Pa 17109 Creditor 405.32 ATTACHMENT "B" (lof3) Estate of Cynthia N. Stager ,An Incapacitated Person Consolidated Collection Service POBox 60550 Harrisburg, Pa 17106 Creditor 14.84 Cumberland-Goodwill Fire POBox 12910 Philadelphia PA 19101 Creditor 426.30 Guistwite Family Practice 522 S. pitt Street Carlisle, PA 17013 Creditor 1,133.00 Heartland Pharmacy 7010 Snowdrift Rd Allentown PA 18106 Creditor 2,083.18 Internists of Central Pa 108 Lowther St Lemoyne PA 17043 Creditor 5,025.00 Kantor & TKatch Assoc. P.C. 205 South Front Street Harrisburg PA 17104 Creditor 901.00 Moffitt Heart & Vascular Group 1000 North Front Sst Wormleysburg PA 17043 Creditor 1,560.00 Neurology Center, PC 897 Poplar Church Road Camp Hill PA 17011 Creditor 240.00 Neurological Surgery 920 Century Drive Mechanicsburg PA 17055 Creditor 250.00 Pecht & Assoc 1205 Manor Drive Suite 200 Mechanicsburg, PA 17055 Creditor 413.00 ATTACHMENT "B" (2 of3) Estate of Cynthia N. Stager ,An Incapacitated Person PP&L 2 North 9~ Street Allentown, PA 18101 Creditor 243.77 Physicians of Rehab, 4950 Wilson Lane Mechanicsburg, PA 17055 Creditor 1,416.00 Quantum Imaging POBox 62165 Baltimore MD 21264 Creditor 1,761.00 Starview Sales, Inc 4775 N. Sherman St. Unit 1 Mt. Wolf, PA 17347 Creditor 1,580.00 Spirit Physicians Services 205 Grandview Ave Ste 210 Camp Hill PA 17011 Creditor 1,342.00 Verizon POBox 28000 Lehigh Valley PA 18002 Creditor 658.33 West Shore Anesthesia POBox 947 Chambersburg PA 17055 Creditor 568.00 West Shore EMS - Carlisle 205 Grandview Avenue Suite 211 Camp Hill PA 17011 Creditor 2,714.42 West Shore Pathology POBox 750 Scranton PA 18501 Creditor 300.00 Yellow Breeches EMS POBox 516 Camp Hill PA 17001 Creditor 419.85 ATTACHMENT "B" (3 of3) Estate of Cynthia N. Stager ,An Incapacitated Person GUARDIAN'S COMMENTS First: "ASSETS" The amount of time that was available to work on establishing assets from the time of appointment until Mrs. Stager's demise did not allow for proper identification and disposition of all of her assets as follows: We did establish the amount of the Commerce Bank Checking Account as listed above. There is a single wide mobile home apparently owned by Mrs. Stager. We did go to the mobile home with Ms. Whitman from the Area Agency on Aging Office. The home is in very poor condition and in need of much repair. We were able to talk to the owner of the park where it is located and were told that we would be lucky to find someone to purchase it and it is very likely that it will cost to have it removed and disposed of. Second: "ING PENSION IRA" We were in receipt ofa prospectus for an ING Pension/IRA account; we did establish the Guardianship name for correspondence and reports, however, not until August 23, 2007 were we in receipt of a Fax from ING. The fax stated that as of June30, 2007, the balance in the ING Pension IRA was 6,915.77, the primary beneficiary is John Robert Shickley, Jr. and the contingent beneficiary is Cynthia Stager's estate. This value is not included in the above report as we just received the information. Third: "EXENSES" The unpaid expenses which we have in our possession total $64,103.19 Because of the short amount of time we did not establish the order of payment of the same. Fourth: "BURIAL" It is our understanding that the only living relatives are some cousins. A cousin who is a local priest and has been gracious in helping the Cumberland County Area Agency on Aging establish what he knew of the families desire for burial would be, and through him a final resting place was provided for Mrs. Stager. Because the Cumberland County Area Agency on Aging made the burial with the assistance of Ms. Stagers cousin, and due to the severity of Ms. Stagers condition the expense of the prearranged burial was paid to the local funeral home. Fifth: "DISPOSITION OF GUARDIANSHIP" We are not aware of any Last Will and Testament and have been told there is none. At this point it appears any estate that is established will be insolvent ATTACHMENT "C"