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HomeMy WebLinkAbout06-16-09 ANNUAL REPORT OF ~ a GUARDIAN OF THE ESTATE ~ ~A ~ ~- .: {. c> 1; ~ /~ ~ ...4 ~i' .~..~ COURT OF COMMON PLEAS OF c~ ~,~ x. r? ~":~ Cumberland COUNTY, PENNSYLVANI~g ~ _ ~; ORPHANS' COURT DIVISION ~-' ~ '~T' ' r - _ ac Estate of Jed V. M i n a y a , an Incapacitated Person No. 21-08-0945 I. INTRODUCTION Barbara A. Minaya was appointed Plenary ^ Limited Guardian of the Estate by Decree of The H o n o r a b 1 e Edward E . Guido , dated October 27, 208 J" ^ A. This is the Annual Report for the period from , to (the "Report Period"); or ~ B. This is the Final Report for the period from October 2 7 , 2 0 0 8 date of appointtm ntt date of death to Oc~ober 30 , ~ 2008 (the "Report Period"), and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: October 3 0 , 2 0 0 8 Name of Personal Representative: B a r b a r a A. M i n a y a 2. The Guazdianship was terminated by the Court by Decree of J., dated Form G-02 rev. 70.13.06 Page 1 of 5 Estate of __Jed V. Minaya ,An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 2 5 9 , 00 0 a p p r o x . B. State the value(s) of principal assets at the beginning of the Report Period. (Same as Inventory if first Report, $ 259 , 000 same a s otherwise, ending balance from last Report.) $ Inventory C. What is the total amount of income eazned during the _ Report Period? $ -0 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ S2s9,ooo E. What are the balances remaining at the end of the Report Period? I. Principal $_ 0' 2. Income $ -0- 3. Total of Principal and Income $ 0 [II. ADDITIONAL INFORMATION (If more space is needed, please a((ach addi/ional 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? ............................ ~ Yes x ®No t f yes: a. Fiave all expenditures from the principal been for the sole benetit of the Incapacitated Person? ........ ^ Yes ^ No F?inn G-02 rev. l0. I3.06 Page 2 of5 sea v. Minaya Estate of , An Incapacitated Person b. List purpose and amount of expenditures: Y to the estate of ~ T~+tat;ed $ 259,000 c. Was Court approval received prior to expending the principal? ....................... O Yes f'~ 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 I. State sources and amounts of income received during the Report Period (e.g., Social Security, pension, rents, etc.): Total income received during Report Period: -o- $ o Fo.~~ c-oz rev. l0.13.lM Page 3 of 5 Estate of Jed V. Minaye 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Jed V. Minaya An Incapacitated Person C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the Gaze and maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support, etc.): -0- 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.) -0- E. Guardian's Commissions List amounts of compensation paid as Guadian's commission and state how amount was determined: Non e Court Amount Method of Determination Approval Obtained ^ Yes ^ No ^Yes ^No Fom c-oz .ev. ro.is.oc Page 4 of 5 f-_state of Jed V. M i n a y a , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. None Court Amount Approval Obtained Yes ©No Yes ~ No I verify that the foregoing infotmation 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. Jame 15, 2009 Dale ~~~~~~.~ ~~J ~///wvc ~L ~~SK~ f! ~ // Siq+mnrre of G+mrdian of (he Es(a(e Barbara A. Minaya .\'arne gtGuordim+o/(he ps(ace (type arpnnQ 48 Honeysuckle Drive address Mechanicsburg, PA 17050 Ci~~. .Aole, Zip 697-6563 Telepl~ane m.ls.n6 Paae 5 of 5