The URL can be used to link to this page

Home My WebLink About09-23-09 ~ ~ ~ ~ ... ~ ` ANNUAL REPORT OF = ~° u' ~ -- ' ~ `~' -° GUARDIAN OF THE ESTATE ,~ ~~ = ~,~ -- . _~~ _ `!, .,~ w ;; -~` - COURT OF COMMON PLEAS OF : -% ~, ~ - Cumberland COUNTY, PENNSYLVANIA -z~. `' ~ - _ ORPHANS' COURT DIVISION , ~ , ~ Estate of Bertha E. Stone an Incapacitated Person No. 21-08-0173 I. INTRODUCTION GOOD NEWS CONSULTING, Inc. ,was appointed ®Plenary ^ Limited Guardian of the Estate by Decree of Judge J. Wesley Oler ~ J dated June 16, 2008 ® 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 June 16 to March 7 ~ 2009 for the following reason: 2008 (the "Report Period"), and is filed 1. The death of the Incapacitated Person. Date of death: 3/7/09 Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J., dated Form G-02 rev. 10.13.06 Page 1 of 5 -rrr~ Estate of Bertha E. Stone , An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 5,286.15 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.) $ 5,386.15 C. What is the total amount of income earned during the Report Period? $ 5,915.50 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 1,186.96 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 10,014.69 2. Income $ 3. Total of Principal and Income $ 10,014.69 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.): NOT APPLICABLE 2. Have there been any expenditures from the principal during the Report Period? ............................ ®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. !0.!3.06 Page 2 of 5 Estate of Bertha E. Stone b. List purpose and amount of expenditures: An Incapacitated Person 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? ................ D 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.): Social Security Interest Income from Susquehanna Bank Total income received during Report Period: $ 5,895.00 $ 20.50 5.915.50 Fo,m c-oz .ev. ro. r3.o6 Page 3 of 5 Estate of Bertha E. Stone , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Susquehanna Bank- balance as of statement date 4/17/09=$10014.69 C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support, etc.): D. Other Expenditures Specify what other expenditures were made during the Report Period. (Do not include any items stated in response to question C above.) Postage, notary fees, copying fees for MA application=$ 36.96 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 350.00 start up fee ~ Yes ^ No 800.00 $100 per month as per DPW regulations ~ Yes ®No Form G-02 rev. 10./3.06 Page 4 of 5 Estate of Bertha E. Stone An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained Yes ~ No ~ Yes ^ No I verify that the foregoing information is correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties of 1 S Pa.C.S. § 4904 relative to unsworn falsification to authorities. ~~ ~ G ~ ~Y~ Date Signature of uardian of the Estate GOOD NEWS CONSULTING, Inc. Name of Guardian of the Estate (type or print) 140 Roosevelt Ave. Suite 206 Address YORK, PA 17401 Ci[y, State, Zip (717)843-1504 Telephone Form C-02 rev. 10.13.06 Page 5 of 5 ~Te43'EN~iENT t~F AC~CJU~~ITS @ 8ov+ereign Bank o+~~av ~-`~° 1-0T7-$!'71t-OAhNC (1~+d77'-~b^~~) wiMw.rsipAbEMc.corrs B~R77~bi ~' ~ A~NI~f Gt7C~D 11fl~VS d~iCwSUtT14~i ~~ ~aa- przRe 3 e}'3 3t:~rgs~M' P~ti[w3 ~it17lO! TO MSl1T~ 9~QIPERLlQ41 lNTERE$T Chl~CKi1~Q Accaunt # 47i 713879? ~ ~-~.~`~ I ¢7/%.R~7V1 GUARDIAN' S INVENTORY COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Bertha Stone No. 21-08-0173 1. Real Estate: (Location, by whom occupied and rental terms, if applicable) N/A Sub-Total for Real Estate: 2. Personal Property: Checking account at Sovereign Bank # 2891036395 as of statement 6/18/08 Social Security monthly benefit $952.00 =2008 payment 3. Jointly Held Property: (Set forth real and personal property owned by the Incapacitated Person JO/NTLY with arty other person(s). State whether held as tenants by the entireties; if not, whether the right of survivorship exists.) Jointly Held Property N/A Form G-04 rev. 10.13.06 ®an Incapacitated Person ^ a Minor Estimated Value: o.oo Estimated Value: 5,286.15 -, , ,Q - -n c n - Ti - a ~ i 9 ~r 3 ~ _ i i4 (~ _ _: . 7~.~ z~ _ ~~ -'- - , ~ :a ~ Estimated Value: Page 1 of 2 ~t'l Estate of Bertha Stone ~~ an Incapacitated Person ' ^ a Minor 4. Anticipated Assets: Estimated Value: (Set forth property of any kind expected to be acquired hereafter, together with anticipated date of acquisitiotxJ Property Anticipafed Date of Acquisition Sub-Total for Personal Estate: 5,286.15 (Attach additional sheets if necessary) TOTAL OF ITEMS 1, 2, 3, and 4 :............................. 5,286.15 Commonwealth of Pennsylvania . ss. County of Cumberland GOOD NEWS CONSULTING, Inc. ,says that the foregoing is a full, Guardian true and complete Inventory of the Estate of Bertha Stone the aforesaid Incapacitated Person or Minor; and that all of the information set forth herein is true and correct to the best of the Guardian's knowledge and belief. I verify that the statements made in this } Inventory are true and correct. I under- ) stand that false statements herein are ) made subject to the penalties of ) 18 Pa.C.S. § 4904 relating to unsworn ) falsification to authorities. ) Attorney for Guardian: Douglas Gent Supreme Court LD. No.: 29964 Address: 1157 Eichelberger Street, Suite 4 -` ~mc RG. Guardian Hanover, PA 17331 Telephone: (717) 632-4040 Form G-o4 rev. 10.13.06 Page 2 of 2 1-87'?-y~~t'-BANK {1.877-7'88-2285} arwyu.cavnrelgntartk.a~atn BER7'F!A ~" ST~JIVE LJVING Tk ~~a~Yi1C98 6tginrrinq ~si8f1GY1 t~,277.30 G~!!s'teenR ~rMl~°fem 3fabrtwnt P~tioei s36i1Y10i~ Tt9 ~1i11ilOS THE 80'N~tltE1GW MME AC~CMINT Ace~unf ~t 2d~91t~3~~395 tr9pasitsrCrrsdil;s * 58..85 :4va-age i3uky Ba4rnea 55.27'7.311 V'AlhdrawNiatf.7ebtts - SU.QO Interas4 °aed thss F'e~d ' S 8.98 Rntst-sl Pie YiaOti 1~MlTbAd 2.t10ti6 i::arrted thrs Ps:ru,ia S 8.85 ~a~ lalat Year 515A.:;q Haiti 'fear-TO-L~~!ta 3 7,.7$ 'The tnterest earned and ttie interest paid may diMer depending csa~ wnr:n irrterast is t:tedtted t~ y*wr aunt pr~~~ i4~ccotsn4 Acti~~ty 1)ato t7thtr~lon Acldltivr+a SYbttradtlArta ~elrnea G5-18 ~Brginniraq f5awi.r~ca 55,277.30 Ob 19 tNT[Rf:~1' C~REOIT $B,E~ $3,~a$~.95 sJ8-f 8 Endln~; t9ia9a~seR ._."~.......~ ._.._,_..-......,._..._..-.....,,.~.~ 2 .1,. txa;~e ~~!3 2Li~1~33bs95 GUARDIAN'S INVENTORY Y COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Bertha Stone No. 21-08-0173 1. Real Estate: (Location, by whom occupied and rental terms, if applicable) N/A Sub-Total for Real Estate: 2. Personal Property: Checking account at Sovereign Bank # 2891036395 as of statement 6/18/08 Social Security monthly benefit $952.00 =2008 payment 3. Jointly Held Property: (Set forth real and personal property owned by the Incapacitated Person JOINTLY with any other person(s). State whether held as tenants by the entireties; if not, whether the right of survivorship exists.) Jointly Held Property N/A 1 ~ an Incapacitated Person I ~ a Minor Estimated Value: 0.00 Estimated Value: 5,286.15 _r ,., ~ ... s ,f'l ^~ ....,y `~ r "~..T C _ "j -' _ ~f .}'y ~ `.{ - Estimated Value: Form G-04 rev. 10.13.06 Page 1 of 2 Estate of Bertha Stone 4. Anticipated Assets: ('Set forth property of any kind expected to be acquired herea, fter, together with anticipated date of acquisition.) Properly Anticipated Date ofAcquisition Sub-Total for Personal Estate: 1~ an Incapacitated Person I®a Minor (Attach additional sheets if necessary) TOTAL OF ITEMS 1, Z, 3, and 4 :............................ . Commonwealth of Pennsylvania . ss. County of Cumberland ; GOOD NEWS CONSULTING, Inc. Guardian true and complete Inventory of the Estate of Bertha Stone Estimated Value: 5,286.15 5,286.15 says that the foregoing is a full, the aforesaid Incapacitated Person or Minor; and that all of the information set forth herein is true and correct to the best of the Guardian's knowledge and belief. I verify that the statements made in this ) Inventory are true and correct. I under- ) stand that false statements herein are ) made subject to the penalties of ) 18 Pa.C.S. § 4904 relating to unsworn ) falsification to authorities. ) Attorney for Guardian: Douglas Gent Supreme Court I.D. No.: 29964 Address: 1157 Eichelberger Street, Suite 4 ~n~c R~ Guardian Hanover, PA 17331 Telephone: (717) 632-4040 Forn c-oa rev. 10.13.06 Page 2 of 2 t-877-5GV-BANK ~1-877-7$$-2265) www.sdversignbank.t~m BERTf°lA E ST17NE L!VJNG TR BEJ~ta~FA a= STQN~ ~IilfiCei &cQi~ninp i3alance $d,~7T.30 Lid#~Mtt F~rU~tOa ldtaAMllt PaHOd 6i/lillti~ ?'O OSt1~ls ~'H! siii'`NEREI<ilil CME ACCDUN'T Account ~ 289t03u395 DepOCits/Creditc Stl.85 Avanpe gaily Balanca =S~B~i.15 SS,277.30 .~..... V1Mhdraw~alDabits - 14.00 Interest Psid this Period ' S 8,~ Arn~uM lam Ylaid EIt-tMd x.t10~6 famed Chic Peric-u ~ 8.85 Paid lsat Year S t 58.29 Paid Ysar..To-Dsts ; 77'.7S •Tha -nterest earned and the interest paid may diner depending ~ when interact is a+edked td yrwr avcQUnt. Accaunt Activity Oab OascrtQtlan Addltl~na Eubbs+cdona 6alan~e 0:+-~8 i133e4i1nMea4 i3efance 55277.30 06.18 iNT~EREST CREDCT i8.1>w3 3a,2lli.lti -i a ndlny 9a nca ~~~~ r~l~P 3 of 3 .~ss~r~a3~,~vs A-~vNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION N ~a C-3 ~( ~' - , i T "- ~ J ~. ~ ~ ~ .. t 1 ~ ._-> -;,; -. c~ ~~3 ~, j-~~-y N ~ t r~r~ y p .~ -~,_ G71,. Estate of Bertha E. Stone , an Incapacitated Person No. 21-08-0173 I. INTRODUCTION GOOD NEWS CONSULTING, Inc. ,was appointed m Plenary ~ Limited Guardian of the Estate by Decree of Judge J. Wesley Oler ~ J dated June 16, 2008 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 June 16 ~ 2008 to March 7 ~ 2009 (the "Report Period"), and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: 3/7/09 Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J., dated Form G-02 rev. 10.13.06 Page 1 of 5 Estate of Bertha E. Stone 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 $ 10,014.69 2. Income $ 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.): NOT APPLICABLE An Incapacitated Person $ 5,286.15 $ 5,386.15 $ 5,915.50 $ 1,186.96 10,014.69 2. Have there been any expenditures from the principal during the Report Period? ............................ ~ Yes ®No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? ...... , . ^ Yes ^ No Form c-oz rev. 10.13.06 Page 2 of 5 Estate of Bertha E. Stone b. List purpose and amount of expenditures: An Incapacitated Person 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.): Social Security Interest Income from Susquehanna Bank Total income received during Report Period: $ 5,895.00 $ 20.50 $ 5,915.50 Form G-oz rev. 10.13.06 Page 3 of 5 Estate of Bertha E. Stone , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Susquehanna Bank- balance as of statement date 4/ 17/09=$10014.69 C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support, etc.): D. Other Expenditures Specify what other expenditures were made during the Report Period. (Do not include any items stated in response to question C above.) Postage, notary fees, copying fees for MA application=$ 36.96 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount Method of Determination 350.00 start up fee Court Approval Obtained ®Yes ~ No 800.00 $100 per month as per DPW regulations ~ Yes ~ No Form G-oa rev. 10.13.06 Page 4 of 5 Estate of Bertha E. Stone An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval 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. J_ O t Date C.(J Signature of rdian of the Estate GOOD NEWS CONSULTING, Inc. Name of Guardian ojthe Estate (type or print) 140 Roosevelt Ave. Suite 206 Address YORK, PA 17401 City, State, Zip (717) 843-1504 Telephone Form G-02 rev. 10.13.06 Page 5 of 5 Qtk'~D IW~'i~W3 ~QNStJ~.T M~G#~ ~j ~ ~r~r.NO. di~.~~ account ~ 4T t 788791 t sovereign sank fl~l~g4 ~ TAT E M E N T QF ACCQUtVTS I-0TT-9~V-oNNK ~1`a~T'~--) wwwsawr+~-i0nt~nic.c~m S~ Period 0+1117!0! TO ~NT10! SQVEREKiN INTEREaT CHECKINt1