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HomeMy WebLinkAbout04-16-09 r'rIn l CR '.li 4i i j ANNUAL REPORT OF GUARDIAN OF THE ESTATE 1009 APR 16 PM 12~ 50 pRp~ 5 COURT COURT OF COMMON PLEAS OF CUMB~RL.AND CO.. PA Cumlxrland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of ~~~ M. Gardosik , an Incapacitated Person 21 08' 0224 I. INTRODUCTION Sandra M. Gardosik and Andrew T. Gardosik was appointed ®Plenary '^Limited Guardian of the Estate by Decrce of J. Wesley Oler, Jr. . J. dated April 16, 2008 ® A. This is the Annaal Report for the period from April 16, 2008, to Cyril 16 .2009 (the "Report Period'7; or ~ B. This is the Final Report for the period from to for the following reason: (the "Report Period"), and is filed 1. The death of the Incapacitated Person. Date of death: Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decrce of Form G-OJ m.l0.13.06 J., dated Page 1 of 5 ~~ Estate of Elizabeth M. Gardosik 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? (Does not include $500/month from DPII, investment.) D. What is the total amount of income and principal spent for all purposes during the Report Period? An Incapacitated Person $ 366.212.00 $- 366,212.00 $ 13,403.00 $ 28,595,00 E. What are the balances remaining et the end of the Report Period? 1. Principal $ 284.715.00 2. Income $ 1.519.00 3. Total of Principal and Income $ 286,234.00 III. ADDITIONAL INFORMATION (!f more space is needed, please attach addtttonal pages.) A. Prlncipal 1. How is the principal balance listed about currently invested? (Please specify, e•g•, real estate, certificates of deposit, restricted bank accounts, etc.): Fixed annuity Brokerage account Stock Bank accounts/checking aad savings Real estate 2. Have there been any expenditures from the, principal during the Report Period? ......... . ........ m Yes ^ No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Petson? ........ ®Yes ~ No For/n GAT .~, ro.~l.P6 _ Page 2 of 5 Estate of Elizabeth M. Gardosik , An Incapacitated Person b. List purpose and amount of expenditures: Via bill Federal. State $ real ostate tax Social Security deficiencyloverpayment Home Improvement and auto ~epsv Medical bills c. Was Court approval received prior to expending the principal? ........... . . . $ 2,700.00 $ 4,179.00 $ 2,110.00 $ 950.00 750.00 ......... ~ 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 m No If yes: a. Was Court approval requested prior to receiving the additional principal? ................ O Yes (] No b. State the sources and amounts of the additional principal received: B. Inrnme 1. State sources and amounts of income received during the Report Period (e.g., Social Security, pension, rents, etc.): Social Security Pension Monthly drawings from MML investment (not an income, withdrawn from principal) Total income received during Report Period: Fang C-07 m. l e. /3.06 $ 11,742.00 $ 1,661.00 $ 6,000.00 $ 19,403.00 Page 3 of 5 Estate of Elizabeth M. Gardosik , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etcJ: Income is currently deposited into 2 checking accounts. The smaller account is used for food, clothing and personal needs for Elizabeth. The larger account is used to pay utility bills, medical expenses, auto and home repairs. C. Ezpenses for Care sud 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, medicinc, support, etc.): Clothing, medicine, Med Staffer Care, dental, glasses, handicap accessories and medical insurance. D. Other Eapenditnres , Specify what other expenditures were made during the Report Period. (Do not include any items stated in response to question C above.) Visa credit account, taxes, utilities, home repair (carpet, storm windows, plumbing), auto and home insurance, new lawn mower, new stove, used clothes dryer, church donations; post office box fees, stamps, life insurance and groceries. 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 .NONE ^Yes [3No ©Yes ~No Fo„n c-os m. !0.!3.06 Page 4 of 5 estate of Elizabeth M. Gardosik An Incapacitated Person F. Coansel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount. Court Approval O6tatned 2,64J,05 []Tres ®No (paid Gregory M: Rerwin, Esquire - 4/29/08) ^Yes ^No I verify that the forogoing 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. 04/i 'x/09 ~. O~ve ~QG~ Q~ ~ Sfg~ems `d'[ham~A'mi otAs Bamt. Andrew T. Gardoailc 88 Marbob Road, Halifax, PA 17.032 717-580-5726 Sandra M. Gardosik Nanfe ~Gemdlm~ ojdx &naie (type or prlnQ 3030 North 3rd Street Addeer Harrisburg, PA 17110 cur. smn, zrr 717-236-2056 Telephone Form c-oa rev. ~o.ia.os Page 5 of 5