HomeMy WebLinkAbout01-22-08 (2)
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY PENNSYL VANIA
,
ORPHANS' COURT DIVISION
Estate of Mark A. Mower
, an Incapacitated Person
No. 21-06-0972
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I. INTRODUCTION
Peter D. Mower
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III Plenary D Limited Guardian of the Estate by Decree of M.L. Ebert, Jr. , J.,
dated November 27,2006
III A. This is the Annual Report for the period from November 27 2006
to December 3 , 2007 (the "Report Period"); or
D B. This is the Final Report for the period from
to
(the "Report Period"), and is filed
for the following reason:
I. 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
Form 0-02 rev. 10.13.06
Page I of 5
v--
Estate of Mark A. Mower
, An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 600.00
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.) $ 600.00
C. What is the total amount of income earned during the
Report Period? $ 9.420.00
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 8.647.22
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 600.00
2. Income $ 772.78
3. Total of Principal and Income $ 1,372.78
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.):
The estate consists entirely of Mark's personal possessions. He has been
unable to work for many years. His only source of income is Social Security
Disability.
2. Have there been any expenditures from the principal
during the Report Period? ............................ 0 Yes 0 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . .. 0 Yes 0 No
Form G-02 rev. 10.13.06
Page 2 of5
Estate of Mark A. Mower
b. List purpose and amount of expenditures:
, An Incapacitated Person
$
$
$
$
c. Was Court approval received prior to
expending the principal? ....................... 0 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? ........... 0 Yes 0 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.):
Social Security Disability
Total income received during Report Period:
Form 0-02 rev. /0.13.06
$
$
$
$
$
$
$
$
$
$
$
9,420.00
$
9,420.00
Page 3 of 5
Estate of Mark A. Mower
, An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
All income and disbursements are through a restricted checking account.
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.):
Rent: $2,909.19
Medical out of pocket: $1,451.29
Food: $3,070.09
Clothing: $40.00
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.)
Cable television: $426.63, Phone Card: $31.80, Cleaning services: $42.40
Parole monitoring fee: $150.00, Life insurance: $35.82
Dentures: $450.00, Attorney letter: $40.00
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
0.00
DYes DNo
DYes DNo
Form G-02 rev. 10.13.06
Page 4 of5
Estate of Mark A. Mower
, An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amount
Court
Approval Obtained
0.00 DYes DNo
DYes DNo
I verify that the foregoing information is correct to the best of my knowledge,
information and belief; and that this Verification is subject the penalties of 18 Pa.C.S. ~ 4904
relative to unsworn falsification to authorities.
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January 13, 2008
Date
Peter D. Mower
Name of Guardian of the Estate (type or print)
514 Mark Drive
Address
Elizabethtown, P A 17022
City, State, Zip
(717) 367-7006
Telephone
Form G-02 rev. /0./3.06
Page 5 of 5