HomeMy WebLinkAbout11-06-08 (2)IN THE COURT OF COMMON PLEAS OF COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: RUTH V. SPATZER , an incapacitated person FILE N0.21-06-813
GUARDIAN OF THE ESTATE FINAL REPORT
[20 Pa.C.S.A.5521(c)]
FROM 10/26/07 TO 9/18/08
1) I am the Limited X Plenary Guardian of the Estate of my ward, named above.
I was appointed Guardian by Order of the Court dated ,which
was X was not modified by Court Order (s) dated .
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2) Is the incapacitated person still living? NO
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If no, answer the following: ~' ~ Q
(a) Date of Death 9/18/08 ~ ~' _ ;,,~~ ~'
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(b) Place of Death a t1t
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CLAREMONT NURSING HOME, CARLISLE, PA 17013
(c) Name of Adminstrator/triz or Ezecutor/triz M&T BANK
(d) Date Guardian of the Person filed the last Annual Report 10/26/07
PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE
INCAPACITATED PERSON IS LIVING OR DECEASED.
3) My initial Inventory was filed on 11/21/06 and listed a total estate value of.
$ 3,989.14
The Inventory listed a total monthly income of $ 1,103.15 comprised of the following:
SOCIAL SECURITY & PENSION
4) At the beginning date of this report period, my initial balance on hand was
$ 71,170.66
5) During this reporting period, the following reflects all sources of income (other than
Social security) received by me for my ward: (Add additional pages of needed)
(~
Date Received Source of Income
1. PENSION FEDERATED DEPT STORES
Amount
134.15 1VIONTHLY
TOTAL 1,475.65
6) During this reporting period, the following reflects all payments I have made for my
ward: (Add additional pages if needed)
Date To Whom Paid Reason for Payment Amount
1. SEE ATTACHED ALL TRANSACTION REPORT
(7) The present principal assets of my ward are:
Descriution of Asset Present Value
1. PAGA CUSTODIAL ACCOUNT 37,30439
8) The present amount and sources of income for my ward are:
Source of Income Amount of Income
(Indicate whether (monthly),
Quarterly, annually)
9) The regular monthly ezpenses of my ward which I pay are:
To Whom Paid Amount
(10) I have/ have not (circle one) petitioned the Conrt for permission to invade principal
to meet the needs of my ward. (If applicable) The following ezpenses of my ward have
been paid from arinciaal:
To Whom Paid Pu se Amount
1.
11) I (have) /have not (circle one) paid myself compensation for services I rendered as
guardian.
The amount I Paid myself totaled $ 2,750.00 and was
Calculated at the following rate: $ 25(1.00 per week/(month) (circle one).
12) Check the correct response and complete, if appropriate.
_X -There will be no need for extraordinary expenditures on behalf of my ward in
the neat (12) months.
13) Check the correct response and complete, if appropriate.
A. My ward receives monthly social security benefits directly.
_ _ B. I am the designated payee to receive my ward's social security benefits.
C. The designated payee of my ward's social security benefits is
14) Please note any concerns about the incapacitated person's physical or mental well
being or the finances that the Court should know.
15) I X am am not guardian of the incapacitated person's person. If yes,
report is attached.
I certify under the penalties of perjury that the information contained in this report is
true and correct to the best of my knowledge, information and belief.
SIGATURE
Name: BRIAN D. BROOKS
DATE I //~ ~/~O
Telephone No. 717-299-4568
PENNSYLVANIA GUARDIANSHII' ASSOC. INC.
PO BOX 7295
LANCASTER, PA 17604
CASH FLOW RBPORT
1/ 1' 0 Through 9/30' 8
PAGAC07-PAGATLMP
11/ 4' 8
1/ 1' 0-
Category Description 9/30' 8
INFLOWS ,/~~~. ~~
SPATZ}3R,RUTH 37,304.39
TOTAL INFLOWS 37,304.39
C~ ~
Page 1
ITEMIZED CATEGORY RBPORT
11/ 1' 7 Through 9/30' 8
PAGAC07-PAGATBMP
11/ 4' 8
Page 1
Date Num Description Memo Category Clr Amount
INCOME/EXPSNSB
INCOME
SPATZER,RUTH
11/ 6' 7 R8954 DEPOSIT SSDI SPATZER,RUTH/SSD X 999.00
11/ 6' 7 R8955 DEPOSIT AMY ~~15!c~J SPATZSR, RUTH/ANN X 134.15
12/ 5' 7 R2181 DEPOSIT PENSION SPATZER,RUTH/PBN X 134.15
12/ 5' 7 R2182 DEPOSIT SSDI SPATZSR, RUTH/SSD X 999.00
1/ 9' 8 R9233 DEPOSIT SSDI SPATZER,RUTH/SSD X 1,021.00
1/ 9' 8 R9234 DEPOSIT PBN'SION SPATZBR,RUTH/PEN X 134.15
1/ 21' 8 R9278 DEPOSIT PENSION SPATZER,RUTH/PEN X 51.45
2/ 8' 8 R9349 DEPOSIT SSDI SPATZSR,RUTH/SSD X 1,021.00
2/ 18' 8 R9395 DEPOSIT PENSION SPATZER,RUTH/PEN X 134.15
3/ 7' 8 R2435 DEPOSIT PENSION SPATZER,RUTH/PEN X 134.15
3/ 7' 8 R2436 DEPOSIT SSDI SPATZSR,RUTH/SSD X 1,021.00
4/ 10' 8 R4900 DEPOSIT SSDI SPATZER,RUTH/SSD X 1,021.00
4/ 10' 8 R4901 DEPOSIT PENSION SPATZER,RUTH/PEN X 51.45
4/ 10' 8 R4902 DEPOSIT PENSION SPATZER,RUTH/PEN X 134.15
5/ 6' 8 R5444 DEPOSIT SSDI SPATZER,RUTH/SSD X 1,021.00
5/ 6' 8 R5445 DEPOSIT PENSION SPATZER,RUTH/PEN X 134.15
6/ 5' 8 R5562 DEPOSIT SSDI SPATZSR,RUTIi/SSD X 1,021.00
6/ 5' 8 R5563 DEPOSIT PENSION SPATZSR,RUTH/PEN X 134.15
7/ 9' 8 R8140 DEPOSIT SSDI SPATZER,RUTH/SSD X 1,021.00
7/ 9' 8 R8145 DEPOSIT PENSION SPATZER,RUTH/PEN X 134.15
7/ 9' 8 R8146 DEPOSIT PENSION SPATZER,RUTH/PEN X 51.45
8/ 5' 8 R2692 DEPOSIT SSDI SPATZER,RUTH/SSD X 1,021.00
8/ 5' 8 R2693 DEPOSIT PENSION SPATZBR,RUTH/PEN X 134.15
9/11' 8 R6053 DEPOSIT SSDI SPATZER,RUTH/SSD X 1,021.00
9/11' 8 R6054 DEPOSIT PENSION SPATZER,RUTH/PEN X 134.15
TOTAL SPATZER,RUTH 12,817.00
TOTAL INCOME 12,817.00
TOTAL INCOME/EXPENSE
~~~
12,817.00
ITEMIZED CATEGORY REPORT
11/ 1' 7 Through 9/30' 8
PAGAC07-PAGATBMP
11/ 4' 8
Page 2
Date Num Description Memo Category Clr Amount
4/14' 8 13166 VERIZON RUTH SPATZER SPATZBR, RUTH/DTI X -28.72
5/ 6' 8 R5444 DEPOSIT SSDI SPATZBR,RUTH/SSD X 1,021.00
5/ 6' 8 R5445 DEPOSIT PENSION SPATZER,RUTH/PEN X 134.15
5/ 7' 8 13259 PENN CREDIT CORP. RUTH SPATZER SPATZ$R,RUTH/FIN X -36.00
5/ 7' 8 13284 VOID:THB WOODS AT RUTH SPATZBR SPATZBR,RUTH/COS X 0.00
5/ 7' 8 13321 WEST SHORB EMS RUTH SPATZBR SPATZBR,RUTH/FIN X -209.85
5/ ?' 8 13327 ALERT PHARMACY RUTH SPATZBR SPATZBR,RUTH/MBD X -64.54
5/13' 8 13391 VBRIZON RUTH SPATZBR SPATZER,RUTH/UTI X -30.60
5/13' 8 13392 WEST SHORE BMS RURA SPATZBR. SPATZBR,RUTH/FIN X -77.27
5/15' 8 13406S LAMA HOOVER PERSONAL NEED SPATZER, RUTH/FIN X -37.50
5/15' 8 13406S LANA HOOVER 122 MILES ~ SPATZER, RUTH/TRA X -58.56
5/21' 8 13424 WEST SHORE EMS RUTH SPATZBR SPATZER,RUTH/FIN X -859.53
5/23' 8 13460S PAGA GENERAL ACCT 5-6/08 SPATZSR,RUTH/GDN X -500.00
5/27' 8 13493 ALERT PHARMACY RUTH SPATZBR SPATZBR,RUTH/MED X -94.87
5/28' 8 13509 INTERNISTS OF CENT RUTH SPATZBR SPATZBR,RUTH/MBD X -12.36
5/28' 8 13511 THB WOODS AT CEDAR RUTH SPATZBR SPATZBR,RUTH/COS X -2,765.00
6/ 3' 8 13564 WBST SHORE BMS RUTH SPATZBR SPATZER,RUTH/FIN X -70.22
6/ 3' 8 ET POSTMASTER POSTAGE SPATZER,RUTH/POE X -2.53
6/ 5' 8 R5562 DEPOSIT SSDI SPATZER,RUTH/SSD X 1,021.00
6/ 5' 8 R5563 DEPOSIT PENSION SPATZBR,RUTH/PEN X 134.15
6/11' 8 13590 CAPITAL BLUE CROSS RUTH V. SPATZ SPATZBR,RUTH/INS X -560.91
6/11' 8 13628 THB WOODS AT CEDAR RUTH SPATZER SPATZBR,RUTH/COS X -2,765.00
6/12' 8 13655 SUB TOBIAS RUTH SPATZBR SPATZBR,RUTH/PER X -90.00
6/12' 8 13659 VSRIZON RUTH SPATZBR SPATZBR,RUTH/DTI X -31.88
6/26' 8 13712 ALERT PHARMACY RUTH SPATZBR SPATZBR,RUTH/MBD X -9.65
6/26' 8 13731 INTERNISTS OF CENT RUTH SPATZBR SPATZBR,RUTH/MBD X -239.00
7/ 9' 8 R8140 DEPOSIT SSDI SPATZBR,RUTH/SSD X 1,021.00
7/ 9' 8 R8145 DEPOSIT PENSION SPATZER,RUTH/PBN X 134.15
7/ 9' 8 R8146 DEPOSIT PENSION SPATZER,RUTH/PEN X 51.45
7/15' 8 138785 PAGA GENERAL ACCT 7-8 SPATZER,RUTH/GDN X -500.00
7/18' 8 13923 VBRIZON RUTH SPATZBR SPATZBR,RUTH/UTI X -30.56
7/31' 8 13975 CLAREMONT NURSING RUTH SPATZBR SPATZBR,RUTH/COS X -8,970.00
8/ 5' 8 R2692 DEPOSIT SSDI SPATZBR,RUTH/SSD X 1,021.00
8/ 5' 8 R2693 DEPOSIT PENSION SPATZBR,RUTH/PEN X 134.15
8/11' 8 14010S THB WOODS AT CEDAR 7/08 SPATZBR,RUTH/COS X -2,765.00
8/11' 8 140105 THE WOODS AT CEDAR 8/08 SPATZBR,RUTH/COS X -2,765.00
8/1$' 8 14030 WEST SHORE BMS RUTH SPATZER SPATZER,RUTH/FIN X -60.02
8/18' 8 14031 CUMBERLAND GOODWIL RUTH SPATZBR SPATZER,RUTH/MED X -148.00
8/18' 8 14032 PHARMBRICA RUTH SPATZBR SPATZSR,RUTH/MBD X -16.91
9/ 2' 8 14206 CLAREMONT NURSING RUTH SPATZER SPATZBR,RUTH/COS X -6,900.00
9/ 2' 8 14209 ALERT PHARMACY RUTH SPATZBR SPATZER, RUTH/MED X -4.52
9/ 8' 8 14268 CAPITAL BLUE CROSS RUTH V. SPATZ SPATZER,RUTH/INS X -560.91
9/ 8' 8 14269 JOHN WESLBY / SMM RUTH SPATZBR SPATZER,RUTH/FIN X -439.50
9/11' 8 R6053 DEPOSIT SSDI SPATZBR,RUTH/SSD X 1,021.00
9/11' 8 R6054 DEPOSIT PENSION SPATZBR,RUTH/PEN X 134.15
9/12' 8 142885 PAGA GENERAL ACCT 9/08 SPATZBR,RUTH/GDN X -250.00
9/18' 8 143095 LAMA HOOVER SPATZBR, RUTH/COS X -27.33
9/18' 8 14366 VBRIZON RUTH SPATZER SPATZBR,RUTH/UTI X -20.44
9/18' 8 DOD DATE OF DEATH 9/18/08 SPATZBR,RUTH/DAT X 0.00
TOTAL SPATZBR,RUTH ~~
ITEMIZED CATEGORY REPORT
11/ 1' 7 Through 9/30' 8
PAGAC07-PAGATBMP
11/ 4' 8
Page 1
Date Num Description Memo Category Clr Amount
INCOME/EXPENSE
INCOME
SPATZBR,RUTH
11/ 1' 7 11780 THB WOODS AT CEDAR RUTH SPATZBR SPATZBR,RUTH/COS X -2,765.00
11/ 1' 7 11781 SUB TOBIAS RUTH SPATZBR SPATZBR,RUTH/PBR X -90.00
11/ 6' 7 R8954 DEPOSIT SSDI SPATZBR,RUTH/SSD X 999.00
11/ 6' 7 R8955 DEPOSIT ANNiTITY SPATZBR,RUTH/ANN X 134.15
11/ 16' 7 11$97 REGISTER OF WILLS RUTH SPATZBR SPATZBR,RUTH/COU X -15.00
11/ 20' 7 11941 VBRIZON _ RUTH SP`Pi . .°S,PA'TZSR;I2UTff/I~'`I X -30-.04•- -
11/ 21' 7 BT S POSTMASTER POSTAGE SPATZER,RUTH/POE X -1.14
11 /
2 7 '
7
12 0 0 9
THB WOODS AT CEDAR
RUTH
S PATZSR
S PATZBR, RUTH/ COS
X _
- 2.,..7-6~ :-0'0
11/ 27' 7 12010 SUB TOBIAS RUTH SPATZBR SPATZBR,RUTH/PBR X -40.00
11/ 27' 7 12019 ALERT PHARMACY RUTH SPATZBR SPATZBR,RUTH/MBD X -149.84
12/ 3' 7 120395 PAGA GENERAL ACCT 11-12/07 SPATZBR,RUTH/GDN X -500.00
12/ 5' 7 R2181 DBPOSIT PENSION SFATZBR,RUTH/PEN X 134.15
12/ 5' 7 R2182 DBPOSIT SSDI SPATZBR,RUTH/SSD X 999.00
12/ 10' 7 12111 CAPITAL BLUE CROSS RUTH V. SPATZ SPATZBR, RUTH/INS X -536.41
12/ 12' 7 12156 VBRIZON RUTH SPATZBR SPATZBR,RUTH/UTI X -30.15
1/ 2' 8 12260 THE WOODS AT CEDAR RUTH SPATZBR SPATZBR,RUTH/COS X -2,770.00
1/ 2' 8 12261 SUB TOBIAS RUTH SPATZBR SPATZBR,RUTH/PBR X -50.00
1/ 3' 8 12290 ALERT PHARMACY RUTH SPATZBR SPATZBR,RUTH/MBD X -178.22
1/ ?' 8 12339 WEST SHORE EMS RUTH SPATZBR SPATZER,RLTPH/FIN X -839.56
1/ 9' 8 R9233 DBPOSIT SSDI SPATZBR,RUTH/SSD X 1,021.00
1/ 9' 8 R9234 DEPOSIT PENSION SPATZBR,RUTH/PEN X 134.15
1/ 14' 8 12384 VBRIZON RUTH SPATZBR SPATZBR,RUTH/UTI X -37.91
1/ 21' 8 R9278 DEPOSIT PENSION SPATZBR,RUTH/PEN X 51,45
1/ 28' 8 12482 ALERT PHARMACY RUTH SPATZBR SPATZBR,RUTH/MSD X -188.86
1/ 31' 8 125155 PAGA GENERAL ACCT 1-2/08 SPATZSR,RUTH/GDN X -500.00
2/ 6' 8 12569 THE WOODS AT CEDAR RUTH SPATZBR SPATZBR,RUTH/COS X -2,765.00
2/ 8' 8 R9349 DEPOSIT SSDI SPATZBR,RUTA/SSD X 1,021.00
2/ 13' 8 12589 WEST SHORE BMS RDZ~i SPATZBR SPATZBR,RUTH/FIN X -70.22
2/ 13' 8 12612 VBRIZON RUTH SPATZBR SPATZBR,RUTH/UTI X -28.61
2/ 14' 8 12666 SUB TOBIAS RUTH SPA'~EBIE~'~ ~Sit#I^~P'~"~€- -?-~QB`--
2/ 18' 8 R9395 DEPOSIT PENSION SPATZBR,RUTH/PEN X 134.15.-
2 / 2 3 ' 8 12 734 ALERT PHARMACY RUTH SPATZBR SPATZBR, RUTH/MED X -_]..2-5 :~03
2/ 23' 8 12735 VOID;WSST SHORE BM RUTA _SPATZER SPATZBR, RUTH/FIN X 0.00
3/ 5' 8 12804 THB WOODS AT CEDAR RUTH SPATZBR SPATZBR,RUTH/COS X -2,765.00
3/ 5' 8 12805 SUS TOBIAS RUTH SPATZBR SPATZER,RUTH/PER X -45.00
3/ 7' 8 R2435 DEPOSIT PENSION SPATZBR,RUTH/PEN X 134.15
3/ 7' 8 R2436 DEPOSIT SSDI SPATZBR,RUTH/SSD X 1,021.00
3/ 12' 8 12867 VSRIZON RUTH SPATZBR SPATZBR,RUTH/UTI X -28.61
3/ 12' 8 12892 CAPITAL BLUE CROSS RUTH V. SPATZ SPATZBR,RUTH/INS X -560.91
3/14' 8 129365 PAGA GENERAL ACCT 3-4 2008 SPATZBR,RUTH/GDN X -500.00
3/31' 8 13036 ALBRT PHARMACY RUTH SPATZBR SPATZBR,RUTH/MBD X -137.43
4/ 7' 8 13050 NBW BLOOMFISLD BMS RUTH SPATZBR SPATZBR,RUTH/MBD X -48.00
4/ 9' 8 13134 THB WOODS AT CEDAR RUTH SPATZBR SPATZBR,RUTH/COS X -2,?65.00
4/ 9' 8 13135 SUE TOBIAS RUTH SPATZBR SPATZER,RUTH/PBR X -22.00
4/10' 8 R4900 DBPOSIT SSDI SPATZBR, RUTH/SSD X 1,021.00
4/10' 8 R4901 DEPOSIT PENSION SPATZSR,RUTH/PEN X 51.45
4/10' 8 R4902 DEPOSIT PENSION SPATZBR, RUTH/PEN X 134.15
C~~~ i- .
ITEMIZED CATEGORY REPORT
li/ 1' 7 Through 9/30' 8
PAGAC07-PAGATEMP Page 1
11/ 4' 8
Date Num Description -Memo Category CZr Amount
INCOME/EXPENSE
INCOME
SPATZBR,RUTH
12/ 3' 7 120395 PAGA GENERAL ACCT 11-12/07 SPATZER,RUTH/GDN X -500.00
1/31' 8 125155 PAGA GENBRAL ACCT 1-2/08 SPATZER,RUT~I/GDN X -500.00
3/14' 8 129365 PAGA G~tt~nzunr. ACCT 3-4 200$ SPATZER, RU'PFI/GDN X -500.00
5/23' 8 134605 PAGA GENERAL ACCT 5-6/08 SPATZER,RUTH/GDN X -500.00
7/15' 8 13878S PAGA GENERAL ACCT 7-8 SPATZSR,RiJTH/GDN X -500.00
9/12' 8 14288S PAGA GENERAL ACCT 9/08 SPATZER,RUTH/GDN X -250.00
TOTAL SPATZER,RUTH
TOTAL INCOME
TOTAL INCOME/EXPENSE
C~ ~~ P~
-2,750.00
-2,750.00
-2,750.00