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Home My WebLink About12-31-08ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of LONIE RAY WITHER No. 21-07-0937 I. INTRODUCTION N t'°_+ t-_~: c._a 7 - _-_~ {-, y c,~ _~ ~M:. ~ ~ •. r~ an Incapacitated Perso~ Clarence V. Witmer and Betty J. Witmer ,was appointed ®Plenary ®Limited Guardian of the Estate by Decree of Edward E. Guido ~ J dated November 13, 2007 ® A. This is the Annual Report for the period from January I 2008 to December 31 2008 (the "Report Period"); or ® 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 J., dated Form G-02 rev. lOJ3.06 Page l of 5 ;_ 1 I 11~ Estate of LONIE RAY WITMER II. SUMMARY A. State the value of the estate reported on the Inventory 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? An Incapacitated Person $ 0.00 $ 0.00 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 the end of the Report Period? 1. Principal $ 0.00 2. Income $ 0.00 3. Total of Principal and Income $ 0.00 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.): Lonnie Witmer's principal balance was $0.00. All income is sent directly to Cumberland Vista, the personal care home, for his living expenses. 2. Have there been any expenditures from the principal during the Report Period? ............................ ®Yes ®No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? ........ ^Yes ^ No Form c-oz rev. 10.13.06 Page 2 of 5 Estate of LONIE RAY WITMER b. List purpose and amount of expenditures: An Incapacitated Person c. Was Court approval received prior to expending the principal? ....................... ^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? ........... ®Yes ~ No If yes: a. Was Court approval requested prior to receiving the additional principal? ................ ^Yes ^ 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.): SoG:a.~ SccciA'rl~y $_ 6.75(o D2~ S.S. ~ _ $ b,3 99 60 Total income received during Report Period: $_ l3. iSS°, 6 O Form G-02 rev. !0. /3.06 Page 3 of 5 Estate of _ LONIE RAY WITMER 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): An Incapacitated Person All income received for Lc?n i eWitmer is sent directly to Inc_,, 712 Pinola Road, Shippensburg, for his care at Cumberland Vista. 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.): C. R.O. S. S. PA 17257 All income has been used for the care and maintenance ofLon i e Witmer. 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.) No other expenditures have been made during the Report Period. E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount Method of Determination Form G-02 rev. t 0.13.06 Court Approval Obtained 0.00 No compensation has been paid ®Yes ~ No ^Yes ^ No Page 4 of 5 Estate of LONIE RAY WITMER An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained Yes 0 No ~ Yes ^ No 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. § 4904 relative to unsworn falsification to authorities. l~-y-0~ Date ~~~~ ~ ~ti~i~ ~~`~ Segnature of Guardian of the Estate ~~ r~YPT'1CP V Wi i-mor Name of Guardian o, J'the Estate (type or print) 264 Nova Drive Address Greencastle, PA 17225 City, State, Zip Telephone Form e-02 rev. !0.!3.06 Page 5 of 5 ' ~ 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.A. § 4904 relative to unsworn falsification to authorities. Date - "7 '7' ~ tJ Srgnature of rdr jthe Person Betty J. Witmer Name of Guardian of the Person (type or print) 264 Nova Drive Address Greencastle, PA 17225 City. State, Zip Telephone r t ~ ANNUAL REPORT OF GUARDIAN OF THE PERSON COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of LONIE RAY WITMER No. 21-07-0937 an Incapacitated Person I. INTRODUCTION Clarence V. Witmer and Betty J. Witmer ,was appointed ~ Plenary ®Limited Guardian of the Person by Decree of Edward E. Guido ~ J., dated November 13, 2007 ® A. This is the Annual Report for the period from January 1 ~ 2008 to December 31 2008 (the "Report Period"); or 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: 2. The Guardianship was terminated by the Court by Decree of For a Final Report, omit Sections II through IV. Form G-03 rev. 10.13.06 J., dated Page 1 of 4 ~~ ~{~L \y Estate of LONIE RAY WITMER II. PERSONAL DATA Age of the Incapacitated Person: 52 III. LIVING ARRANGEMENTS A. Current address of the Incapacitated Person: Cumberland Vista 1073 York Road Dillsburg, PA 17019 B. The Incapacitated Person's residence is: an Incapacitated Person Date of Birth: December 27, 1955 ® own home /apartment ^ nursing home ® boarding home /personal care home ^ Guardian's home /apartment ^ hospital or medical facility ^ relative's home (name, relationship and address) ^ other: C. The Incapacitated Person has been in the present residence since September 2006 If the Incapacitated Person has moved within the past year, state prior residence and reason(s) for move: Form G-03 rev. in.13.o6 Page 2 of 4 Estate of LONIE RAY WITMER , an Incapacitated Person D. Name and address of the Incapacitated Person's primary caregiver: Clarence and Betty Witmer* 364 Nova Drive Greencastle, PA 17225 *through: Cumberland Vista, Attn: Sue F 1 owe r s 1073 York Road, Dillsburg, PA 17019 IV. MEDICAL INFORMATION A. The major medical or mental problems of the Incapacitated Person are as follows: Lonie Witmer has mental and physical disabilities related to brain damage. He is unable to manage his financial affairs and property. He has limited communication skills. He is unable to properly care for himself without assistance with personal hygiene such as bathing, bathroom needs, and personal grooming. B. Specify what, if any, social, medical, psychological and support services the [ncapacitated Person is receiving: All services are through his personal care home or are referred by behavioral care staff. V. GUARDIAN'S OPINION A. It is the opinion of the Guardian of the Person that the guardianship should: ~ continue ®be modified ^ be terminated Form G-03 rev. io.13.06 Page 3 of 4 Estate of LONIE RAY WITHER , an Incapacitated Person The reasons for the foregoing opinion are: Lonnie Witmer has the mental capacity of a 2 or 3 year old. He has had mental disabilities since childhood with no expectations for improvement. B. During the past year, the Guardian of the Person has visited the Incapacitated Person 0 times with the average visit lasting ~_ hours, minutes. The report of a social service organization employed by the Guardian to oversee and coordinate the care of the Incapacitated Person for the period covered by this Report may be attached to supplement this Report. 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.A. § 4904 relative to unsworn falsification to authorities. ~~' ~' U ~~ Date Signature of G rdian of Person Betty J. Witmer Name ajGuardian of the Person (type or print) 264 Nova Drive Address Greencastle, PA 17225 city, stare, zip Telephone Form G-03 rev. /0.!3.06 Page 4 of 4 • 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.A. § 4904 relative to unsworn falsification to authorities. Date Signature of Guardian of the Person Clarence V. Witmer Name of Guardian of the Person (type or print) 264 Nova Drive Address Greencastle, PA 17225 City, State, Zip Telephone r