HomeMy WebLinkAbout01-03-08
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
t. COURT OF COMMON PLEAS OF
lAm b..e:cJ fl r1~ COUNTY) PENNSYL V ANlA
ORPHANS) COURT DIVISION
Estateof_[o.n{). S. thas€.
No. ai-Ow ICXJ2,
. an Incapacitated Per$~
,. -.., .-::-,
.~ '-:' "L,,-,"
(-~,-
~.;~.,.;c...
\--'\
I. INTRODUCTION
n e hOiClh fv' c.. \d- LA ~h
m!Plenary [JLimited Guardian of the Estate by Decree of
dated~.
I
(,.)
?:
--
..
w
. was appointegTl
JUdg e Guidr) . J.)
IXI A. This is the Annual Report for the period from -s"--....,..... ~ ~ or. ;;}oe.,+
to Oecember 31 .J.OO~ (the"ReportPerio' 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
1., dated
Form G-02 rev. 10./3.06
Page 10f5
1;\
Estate of
Gd"'-CL SUY'~+ ~~e
. An Incapacitated Person
ll. SUMMARY
A. State the value of the estate reported on the Inventory
$~'6,rxso.OD
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.)
$
\ ?It, '19..51
C. What is the total amount of income earned during the
Report Period?
$
~5(coo
D. What is the total amount of income and principal
spent for all purposes during the Report Period?
$
~ 'i :~5
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ , '?;J. $ ~g
2. Income $ .".'. 600
3. Total of Principal and Income
$
0.00
Ill. 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.):
'\ ~-T l="~ ~ "'"C""""-. u... \'b5
~.~ ~,~ ~'"l:" ~ .. \
R~ ~-\-c:.. ~Oli",* llltD~\"'~ ~.~ ~ u.--.,...~... ~J
2. Have there been any expenditures from the principal
during the Report Period? ............................ my es 0 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . .. Ia Yes 0 No
Form G-Ol rell. /0.13.06
Page 2 of5
Estate of
eL'S.~* cLL'~e
, An Incapacitated Person
~ .~ o-C--{.yl4:
. ~~~ t~~ .,.D"~
~ ~~. '\l"~,.s",
O;.~ tJ,~ ~~
~~~~l
Co
$"liXI).a)
) . I 'S 0 . DO
/:i . ~.a:>
~.oo
'at ~C/O.OD
'9'Yes. 0 No
/'t,t.fl~
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 . . 0 . . . . 0 Yes. m No
If yes:
a. Was Court approval requested prior to
receiving the additional principal? . 0 . 0 . . . . . . . . . . .. 0 Yes 0 No
bo 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.):
~~::..~C\ h~
Total income received during Report Period:
Form G-Ol rev. 10.13.06
$
$
$
$
$
$
$
$
$
$
$
10 }f,t:JD
1't>D
$
0.00
Page 3 of5
Estate of
u~ ~U~~ ~
. An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
~~\~U'~\6 ~~.:,,~
C. Expenses for Care and Maintenance
Specify what expenditures were made from the principal and
income for the care and maintenance of the Incapacitated
perso;~a:~~g: nurst:oc::.:~~~~~ etc.): \ \
~~ <A. ~/~~k-~(~r~ ~ ~~~J
~~ 'b\~~\~a~
~ ~ ~v ro--'l.~
Q..~; ~'~ -~ ~ ....
~_, ~ ~~\;(Z;~...~~~
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
Court
Approval Obtained
DYes DNo
DYes DNo
Fonn G-Ol rev. 10.13.06
Page 4 of 5
Estate of
e:cl~
s~~ ~~-e..
, An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amount
Court
Approval Obtained
DVes DNo
DVes DNo
I verify that the foregoing information is correct to the b
information and belief; and that this Verification is subject to th
relative to unsworn falsification to authorities.
Name of Guardian of the Estate (type or print)
~~
Q.
~Go
~
Date
City, State, Zip
~g.o~
Address
Telephone
Form G-02 rev. /0.13.06
Page 5 of5
Deborah R. McHugh
3609 Weymouth Drive
Mechanicsburg, Pa. 17050
Private line # 717-732-4760
Cell phone # 917-796-0771
December 26, 2007
Register of Wills
Cumberland County
1 Courthouse Square
Carlisle, Pa 17013
To whom it may concern,
As the plenary guardian for Edna Sweet Chase, enclosed please find the
annual inventory report covering January through December 2007.
If you need any further information, please do not hesitate to contact me.
Your cooperation is greatly appreciated.
Deborah R. McHugh
Plenary Guardian for Edna Sweet Chase
. --"
'- ","
~h:
-
..
w
0-
...
t,)
;~:-J
('~
=
..,:.:-:
1
~)
l. .