HomeMy WebLinkAbout04-21-09ANNUAL REPORT OF GUARDIAN
OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Mary Dugan , an Incapacitated Person
No. 21-05-38n
I. INTRODUCTION
Keystone Guardianship Service ,was appointed
~~Plenary ~ Limited Guardian of the Estate by Decree of Judge Hess , J.,
dated 11/28/2005
~l A. This is the Annual Report for the period from April 1 2008
to March 31 2009 (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
c-n
~__ ~ _~.,
0 .~
~ ~~
,~, N
_, - -
- -
_"~
~e1of~
_ _~ .
0
Estate of Marv Dugan , an Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $92,885.88
B. State the value(s) of income and principal assets at the
beginning of the Report Period. (Same as Inventory if first
otherwise, ending balance from last Report.)
Principal $25,028.98
Income $2,375.49
C. What is the total amount of income earned during the
Report Period? $61,756.57
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $59,090.00
E. Adjustment to principal balance for burial reserve amount
that was not indicated on previous report $4,988.00
F. What are the balances remaining at the end of the Report
Period?
1. Principal $ 30,016.98 ~
2. Income $ 5,042.06
3. Total of Principal and Income $35 059.04
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.):
Halifax National Bank -Checking $5,028.98
Halifax National Bank Ctf of Dep $5,000.00
Halifax National Bank -Savings $15,000.00
Malpezzi Funeral Home -reserve $4,988.00
Total Principal Balance $30,016.98
Page 2 of 5
Estate of Marv Dugan , an Incapacitated Person
2. Have there been any expenditures from the principal
during the Report Period? ................................................
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person?
b. List purpose and amount of expenditures:
c. Was Court approval received prior to
expending the principal? ............................
^ Yes ~No
^ Yes ^ No
^ 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.):
Bank Interest $414.08
Army Annuity $4,845.00
Social Security $897.00
Civil Service $17,025.47
Tax Refund $3,084.00
VA Pension $34,527.00
Refunds $964.02
Total income received during Report Period: $61,756.57
Page 3 of 5
Estate of Mary Dugan , an Incapacitated Person
How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Halifax VA Checking Account $4,509.87
Halifax Checking Account $68.34
Halifax Savings Account $463.85
Total Income Balance $5,042.06
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.):
Alert Pharmacy $2,213.59
Mobile Xray Imaging $34.55
ROBC Limited Nursing Home $52,009.01
Dental Health of Silver Springs $56.00
Office of Aging (Mist Expenses) $500.00
West Shore EMS $876.61
Total Expenses for Care and Maintenance $55,689.76
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.)
Custer & Faust (Tax Prep) $100.00
Halifax National Bank -checks $8.12
Register of Wills, Cumberland County $15.00
Keystone Guardianship ~.adm;~saat;~e cost) $842.12
Total for Other Expenditures $965.24
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
$2,435.00 Fees ($50.00 per hour) '~ Yes ~ No
Page 4 of 5
Estate of Marv Dugan , an Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
N/A
~ 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.
y~/~~o 9
Date
ignature of Guardian of the Estate
Constance E. Stoneroad
Name of Guardian of the Estate (type or print)
512 Market Street
Address
Millersburg~Pa 17061
City, State, Zip
717-692-1320 or 7/7-265-4056
Telephone
Notes:
• Our goal is to try to keep Mrs. Dugan living at the Bridges in the assisted care unit as long a
possible. She appears to be happy and very content there.
Page 5 of 5