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Home My WebLink About02-11-09~ ~> ANNUAL REPORT OF GUARDIAN OF THE ESTATE ~~~? l"'1 _. r~ COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ~=i ORPHANS' COURT DIVISION '' r r Estate of Tracy A. Mcllale an Incapacitated Person No. 21-08-0011 I. INTRODUCTION Michael and Karin McHale was appointed ^ Plenary m Limited Guardian of the Estate by Decree of M. L. Ebert, Jr. J , dated 0212/08 m 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: Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of I., dated so.~,c-oz revJ0.13.OQ Page 1 of5 ~, i T :-~ C ~.J ~ :J ~~~ _:!: C-7 ~?_ ~':> ,.} -, ~~~ _,~ ~~ Estate of Tracy A. McHale , An Incapacitated Person 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? 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 $ 400.000.00 2. Income $ 0.00 3. Total of Principal and Income 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.): Met Life annuity $ 400,000.00 Met Life annuity policy $ 12,663.12 $ 12,663.12 income for care & eavinga aoo,ooo.oo 2. Have there been any expenditures from the principal during the Report Period? ............................ ^ Yes m No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? ........ O Yes O No Fom o-oa n.. io. ra.os Page 2 of 5 Estatc of Tracy A. McHale An Incapacitated Person b. List purpose and amount of expenditures: 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.): Amual distribution firm Met LiFe Insurance Company $ annuity $ ]2,663.12 Total income received during Report Period: $ 12,663.12 F~~c-oa .w. w.ir.oa Page 3 of5 Estate of Tracy A. McHale , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., resvicted bank accounts, client care account, etc.): client care and savings accounts 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.): see attachment -last page 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.) see attachment -last page E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained ^Yes ^No ^Yes ^No Faar G-02 .~. la~3.ru Page 4 of 5 Estate of Tracy A. McHale , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Apprava! Obtained ^ Yes ^ 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. Dan Si~arurr Guordimr offk EJlafe Michael J. McHa]e/Karin M. McHale Name ofGmrdian ofrhr 6Jmrr trype or prim) 2l8 Woods Drive AtlarelJ Mechanicsburg, PA 17050 City, Sere, Zip (717)766-0351 rdep6one ."- Farm GAS rrv. (0.13.06 Page S of S Tracy McHale Met Life Annuity January, 2008 12/30/2007 1055.26 Electronic Deposit-Regular5avings -100.00 Cash 1/2/2008 -330.00 Money Management Savings 1/2/2008 -86.76 Cell phone check 235 1/3/2008 -20D.00 Rent check 237 1/8/2008 -150.00 Ameripn Funds Electranic 1/15/2008 -20.00 Gym Fee Electronic 1/15/2008 -50.00 CATRA (horseback therapy check 238 1/19/2008 -118.50 to checking 0.00 Balance February, 20D8 1/3D/2008 1055.26 Electronic Deposit-Regular Savings -SZ5.00 MM Savings -530.26 car insurance (part of)(6 mo) check 239 1/30/2008 0.00 Balance March, 2008 2/29/2008 1055.26 Electronic Deposit -Regular Savings -100.00 cash 2/29/2048 -200.00 rent ck 244 2/29/2008 -15.00 CounselingfBe ck 245 3/5/2008 -100.00 CATRA (horseback therapy) ck 248 3/8/2008 -45.85 VISA ck 247 3/13/2008 -150.00 American Funds savi~s electronic 3/15/2008 -20.00 gym tee electronic 3/15/2008 d9.iS to checking -405.26 remains in Regular Savings 0.00 ~-- Balance April, 20D6 3/31/2008 1055.26 Electronic Deposit-Regular5avings -455.26 to Money Management Savings 4/4/2008 -100.00 CATRA (horseback therapy) ck 192 4/5/2008 -200.00 Rent ck 193 4/5/2008 -63.81 Cell phone ck 194 4/5/2008 -150.00 American Funds savings electronic 4/15/2008 -19.99 Gym fee electronic 4/17/2008 -15.00 Counseling fee ck 1% 4/16/2008 -9-80 Personal taxes ck 197 4/29/2008 -41.40 to checking 0.00 Balance May, 2008 4/30/2008 1055.26 Check from Met Life -255.26 to Money Management Savings 4/30/2008 -81.01 VISA ck 199 5/1/2008 -100.00 CATRA (horseback therapy) ck 202 5/3/2008 -50.00 CATRA ck203 5/3/2008 -172.12 cell phone ck 204 5/10/2008 -200.00 rent ck205 5/10/2008 -150.00 American Funds savings electronic 5/15/2008 -19.99 gym fee electronic -2b.88 to checking 0.00 Balance June, 2008 5/31/2008 1055.26 Check from Met Life X55.26 to Money Management Savings 5/31/2008 -63.91 cell phone ck 206 6/3/2008 -200.00 rent dc20B 6/3/2008 -150.00 American Funds savings electronic 6/15/2008 -19.99 gym fee electronic fi/15/2008 -166.10 toward VISA bill ck 207 6/3/2008 0.00 ~- Balance July, 2008 6/30/2008 1055.26 Check from Met Life -385.26 to Money Management Savings 6/30/2008 -36.00 Commonwealth Penn (registration) ck 210 6/27/2008 -200.00 rent ck 211 6/29/2008 -97.86 cell phone ck 212 6/29/2008 -44.OD Sound of Music ticket ck 213 6/30/2008 -7.62 Pa Dept Revenue {tax stuff) ck 214 7/24/2008 -150.00 American Funds savings electronic 7/15/2008 -19.99 gym electronic 7/15/2008 -19.99 gym annual fee electronic 6/29/2008 -94.34 to cherJcing 0.00 ~~ balance August, 2008 7/31/2008 1055.26 Check from Met Life -555.26 to Money Management savings 8/4/2008 -63.91 cell phone ck 217 8/3/2008 -44.12 VISA ck 218 8/3/2008 -35.OD CATRA (registration) ck 219 8/28/2008 -150.00 American Funds savings electronic 8/2 9120 0 8 -19.94 gym electronic 8/24/2008 -286.98 to checking 0.00 balance September, 2008 8/31/2008 1055.25 Check from Met Ufe -255.26 to Money Management savings 4/2/2008 -302.19 VISA do 220 9/2/2008 -64.44 cell phone do 252 9/2/2008 -200.00 rent do 253 9/2/2008 -35.00 dothes ck 254 9/2/2008 •150.00 American Funds savings electronic 9/15/2008 -19.99 gym electronic 9/i5/2008 -28.38 to checking 0.00 balance October, 2008 9/30/2008 1055.26 Check from Met Life -355.26 to Money Management savings 10/1/2008 -95.79 VISA ck255 9/29/2008 •69.19 cell phone ck 257 10/6/2008 -200.00 rent ck 258 10/6/2008 -140.00 CATRA (horseback therapy) ck 260 10/18/2008 -150.00 American Funds savings electronic 30/17/2D08 -19.99 gym electronic 10/17/2005 -25.03 to checking 0.00 balance November, 2008 11/1/2008 1055.26 check from Met Life -355.26 to Money Management Savings 11/1/ZOOS -120.00 CATRA (horsebadktherapy~ ck 261 11/1/2008 -77.11 cell phone ck262 11/2/2008 -108.51 VISA ck 263 11/2/2008 -200.00 rent ck264 11/2/2008 -150.00 American Funds savings electronic 11/15/2008 -19.99 gym electronic 11/15/2008 -24.39 ieftin checking 0.00 balance December, 2006 12/1/2008 1055.26 ~1g5.26 -30.00 •SD.00 -21.00 -94.54 -200.00 -LSO.OD -19.99 -84.47 0.00 2008 SUMMARY check from Met tlfe to Money Management Savings CATRA (horseback therapy) ck 265 12/6/2005 CATRA xmas donation ck 266 12/6/2008 VISA ck 267 12/6/2008 cell phone ck 268 12/6/2008 rent ck 269 12/6/2008 American Funds savings electronic 12/15/2008 gym electronic 12/15/2008 left In checking balance 12663.12 Annual Income hom Met life Insurance Company Annuity Annual Expenses 200.00 cash 4332.34 to money management savings account 405.26 to regular savings acwunt 1650.00 to American Funds savings 649.SZ to checking 853.65 to cell phone bill 2000.00 to rent 239.90 to gym membership 775.00 to CATRA -horseback therapy 530.26 to wrinsurance 30.00 to personal counseling fee 864.57 to VISA bill 17.62 to taxes 36.00 to car registration 44.00 totheaterticket 35.00 to cloUies 12663.12