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HomeMy WebLinkAbout05-19-09 .> ANNUAL REPORT OF GUARDIAN OF THE PERSON COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Molly J. Schocko, an Incapacitated Person No. 2I-G8-0474 I. INTRODUCTION _-., ,, c,, - -_~ ,t, - . , ~. Y - ~, _ ~, = `-, __. .~ ,, ---- .._, ~, - - - - -. , , _.-, ~. -- -. --i - ~ -_ - 7-) L' ~~ {,_ Stephen J. Schocko and Susan M. Schocko, were appointed ^X Plenary ^'Limited Guardian of the Person by Decree of Kevin A. Hess , J., dated May 30, 2008. 1 ~e Sj~ '~A. This is the Annual Report for the period from , to ~-~ ~ 3~ ~e-F~-- (the "Report Perio '); or ~~ q/.~ '; 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 J., dated For a Final Report, omit Sections II through IV. Form G-03 rev. 10.13.06 Page 1 of 4 db r Estate of Molly J. Schocko, an Incapacitated Person II. PERSONAL DATA Age of the Incapacitated Person: ! 9 Date of Birth: ~3 --;3~+~ i 99~ III. LIVING ARRANGEMENTS A. Current address of the Incapacitated Person: d D ~i ~ aet~ .~;~ B. The Incapacitated Person's residence is: own home /apartment nursing home boarding home /personal care home Guardian's home /apartment Q' hospital or medical facility relative's home (name, relationship and address) 0' other: C. The Incapacitated Person has been in the present residence since ~~, . If the Incapacitated Person has moved within the past year, state prior residence and reason(s) for move: Form G-03 rev. 10.13.06 Page 2 of 4 Estate of Molly J. Schocko, an Incapacitated Person D. Name and address of the Incapacitated Person's primary caregiver: U 9 ~~k~~• ~~~~ .2e1__~.0~ ~-~t~~u-<E..~~~~ _p~ I ~C~-5 IV. MEDICAL INFORiV'rATION A. The major medical or mental problems of the Incapacitated Person are as follows: .,C-z~, ~.c~.,E' ~~, B. Specify what, if any, social, medical, psychological and support services the Incapacitated Person is receiving: ~~~~.Kz!2a~ ~a.. irn,.a.l ` ..e!PzA-c~~ ,e~Zc,..~-.•- ._e,,~ ~ ~~z'-~-~'~~ ZE'~~-tom Yyt'""~`~,~ '.i `~-~~ _,¢,c.t~,ert., ~al%cX, ~ut.e.~~ ~a~..cc., ~_~.aD _:~-~-R., .~~.u.~-e~'z`-`~-'. .~-~- -~~2-cti.~ .-~-.ti /sn.~.i/ rn n` ~,u, k'.~:ttr~ s~u~~r,~..-x,z~ ~., ~-{2_a.~- .~'~-~-Q~~-c~~~-a-~~, .r1'-~`-~ ~~x~ V. GUAIRDIAN'S OPINION ~ _,~(,~,Z, ~.e.~.~ --8~.~ ~/LI~.~J ~f/rtJV'I _.~3 ~~ / ~9.i'CIQ~ ''"""- y~JL.NCa~.Ga~Ll~C.' iy!'.~-Cxtx.(.~, C.vM~ ~~/x.IUZ(S~.id/, A. It is the op nion of the Guardian of the Person that the guJardianship shoulUd: j/ continue ~' be modified ^'' be terminated Form G-03 rev. 10.13.06 Page 3 of 4 Estate of Molly J. Schocko, an Incapacitated Person The reasons for the foregoing opinion are: L° -~'~v rJa~-w~?~~ ._e.i-ut.~ _4i.~ -~.c~-wy-~ .~t/ - ~ - ..tq .~c~cr ~t.Y.C.~e, B. During the past year, the Guardian of the Person has visited the Incapacitated Person 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. ~c~~fl ZC~` Date ~:'~ _ >~ 11 oZC~h9 Date A ~ G ~,,~ Signature of 'o-Guard' n of the Estate C 1 c aJ S ~. S c.1w0 C,~ L~ Steph~iocko, Co-Guardian of the Estate (type or print) ~dLa~~1~~--~-C.k-e'~ 2.~~x.P~- Signature of Cc-G:.~arclian of the Estate US fl ~ fY1 • SG i7DCKU Susan M. Schocko, Co-Guardian of the Estate (type or print) Address City, State, Zip ^7 ~ '7 - '73:~z - ~~ a ti Telephone Form c-o3 rev. 10.13.06 Page 4 of 4 ~~ ANNUAL REPORT OF GUARDIAN OF THE ESTATE ;~., ,_; {~ t-_, .~~ COURT OF COMMON PLEAS OF ~ :' __ CUMBERLAND COUNTY, PENNSYLVANIA - ~-:~ ORPHANS' COURT DIVISION _- , -, ~=`~ _ -- -r, __ l.J .. _. - ''. ,~ Estate of Molly J. Schocko, an Incapacitated Person -• No21-08-0474 I. INTRODUCTION Stephen J. Schocko and Susan M. Schocko ,were appointed DPlenary Limited Co-Guardians of the Person by Decree of Kevin A.. Hess , J., dated Ma~0,~008. ~~ A. This is the Annual Report for the period from ~ ~3 ~% , to ~ -~~e ~ ~' ~ (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: 2. The death of the Incapacitated Person. Date of death: The Guardianship was terminated by the Court by Decree of J., dated Form G-02 rev.l0.I3.06 Page 1 of 5 (\1 I) Estate of Molly J. Schocko, 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? $ ~~'~~ ~' .~ a vr, $ ~ c~.bc $ 3' ~:~ o . cz~ E. What are the balances remaining at the end of the Report Period? 1. Principal $ s'cv.~'t~ 2. Income $ s h+,~ .coo 3 . Total of Principal and Income $ 5 ~ 5 d. c~ ~~ 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.): 2. Have there been any expenditures from the principal during the Report Period? ............................................ C7 Yes ~ No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? ................^ Yes ©No Form G-02 rev. 10.13.06 Page 2 of 5 Estate of Molly J. Schocko, an Incapacitated Person b. List purpose and amount of expenditures: c. Was Court approval received prior to expending the principal? .....................................o Yes o No ;. Were additional principal assets received during the Report Period which were not included in the Inventory or a prior Report filed for the Estate? ........................0 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.): ~ Q, ~ ~ ,D ~.r>-~~ Total income received during Report Period: $ 3 GOO,pd ~ -~bU, O[7 ,~O U~ _ ~ ~{~G . Gd Form G-02 rev. 10.13.06 Page 3 of 5 ~ Estate of Molly J. Schocko, an Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): 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.): ~_~~t~2~1~) ~~vYC.k~~L-t'-"tQ~--x,11-~,P-.~x~-¢/~ •~~-Ck-+c-,~q+~~z:-w/ ~rn.e~-a,e.r. ~C. 0 5) KJ V Q ~s J -~~u~S~- --~-~r~a~~~ 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.) N ~-A 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 n-'tA ~ ~~ D Yes D No _ ~ Yes D No Form G-02 rev. 10.13.06 Page 4 of 5 Estate of Molly J. Schocko, an Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained ~1A ^ Yes ^ No ~1 Yes ~ No I verify that the foregoing information is correct to the best of m:y 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. ?roy 5 Date ~=~6 t 1 Date o ~ ~~ Signat e of C' -Guardian of the Estate Stephen .Schocko, Co-Guardian of the Estate (type or print) ~' { ~e.J ~~a rrRt~' Signature of Cc-Guardian of the F_state Sc~~~ m- ~t~,~tc~r.~co Susan M. Schocko, Co-Guardian of the Estate (type or print% ;~ ~ Ct t-C%~: c; S ~ ~ T Address ~ c~ ~ i F t4r R.v t ice; ~ ~4 - t 7~ as _ City, State, Zip ~~ ~- 7-~~ :~-.3~~a y Telephone Form G-02 rev. 10.13.06 Page 5 of 5 ~,~ _,n,~ . ~ ~a<3 ~ ' G' L~ ~ . ~-Q-w ~ --~-~ --ems ~~~ / .~ C?U ~ . ~c~~ C `~~- ~~c-ekz~..~ ~a. ,i TUoZ s_ '7l'7~ '7"3:x- ~~ ~~i'