HomeMy WebLinkAbout03-11-08
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
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COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYL VANIA
ORPHANS' COURT DMSION
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Estate of
REGINALD WALLER
. an Incapacitated Person
No. 2007-214
I. INTRODUCfION
FAITH, HOPE AND LOVE GUARDIANSHIP SERVICES, lNC. . was appointed
IlIPlenary DLimited Guardian of the Estate by Decree of M.L. EBERT . J.,
dated April 23, 2007
o A. This is the AnDual Report for the period from
to (the "Report Period"); or
III B. This is the Final Report for the period from April 23, 2007
to today - March 11
2008
(the "Report Period"), and is filed
for the following reason:
1. The death of the Incapacitated Person. Date of death: January 8, 2008
Name of Personal Representative:
2. The Guardianship was tenninated by the Court by Decree of
J., dated
Form G-02 rev.IO.l3.06
Page 10f5
~
Estate of
REGlNALD WALLER
. An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 1.200.00
B. Statethevalue(s) of principal assets at the beginning of
the Report Period. (Same as Inventory if first Report,
otherwise, ending balance from last Report.) $ 1.200.00
C. What is the total amount of income earned during the
Report Period? $ 2.880.00
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 1he end of1he Report
Period?
l. Principal $ 0.00
2. Income $ 0.00
3. Total of Principal and Income $ 0.00
III. ADDmONAL 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.):
N/A
2. Have there been any expenditures from the principal
during the Report Period? ............................ III Yes 0 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . III Yes 0 No
Form G..{J2 rev. 10.13.06
Page 2 of5
Estate of
REGINALD WALLER
b. List purpose and amount of expenditures:
Cable
Guardianship fees
Funeral expenses
. An lncapacitated Person
$
$
$
$
23.00
1,200.00
917.44
c. Was Court approval received prior to
expending the principal? ....................... III 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 [ll No
If yes:
a. Was Court approval requested prior to
receiving the additional principal? . . . . . . . . . . . . . . .. a Yes a 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 (April 2001 - December 2001) ($410'()OImo
Social Security (January 2008) ($420.00Im0)
Total income received during Report Period:
FormG-02 rev.lO.13.06
$
$
$
$
$
$
$
$
$
$
$
$
3,690.00
420.00
4,110.00
Page 3 of5
Estate of
REGINALD WALLER
2. How is income currently invested? (please
specify, e.g., restricted bank accounts, client
care account, etc.):
N/A
C. Expenses for Care ad 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.):
Nursing home expense = $3645.10
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.)
N/A
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Amount
Method of Determination
1,200.00 Medical Assistance amount approved for
guardianship services
FOI7IIG4J2 ,,".10.13.06
. An Incapacitated Person
Court
Approval Obtained
li]Ves DNo
DYes DNo
Page 4 of5
Estate of
REGINALD WALLER
. 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 subj the penalties of 18 Pa.C.S. ~ 4904
relative to unsworn falsification to authorities. C--' ~
March 11, 2008 ~ :;yr tf'fJVV'\.
Date ofa-diaIJ of tire &ole
Faith, Hope & Love GuardiaJ1ship Sves. Ine
Nt:BIte of~ of tire E#ote (type or print)
P.O. Box 2027
Address
Harrisburg, P A 17104
City, SiaN, Zip
(717) 233-5698
Telepltone
Form Go02 rev. 10.13.06
Page 5 of5