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Home My WebLink About10-21-09 (2)ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA t-~ ~~ -: ~ :~, r.._ ..' ~' T~ r ~. --d N ORPHANS' COURT DIVISION ~~ =' --s *-- ~"") N Estate of ~~ CHRISTOPHER EPLER , an Incapacitated Person No. 21-08-0695 I. INTRODUCTION CYNTHIA EPLER was appointed ®Plenary ®Limited Guardian of the Estate by Decree of EDGAR B. BAYLEY J dated AUGUST 14, 2008 ~ A. This is the Annual Report for the period from AUGUST 14 2008 to AUGUST 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 ~~ Form G-O2 rev. 10.13.06 Page 1 of 5 i., ; ~~ , ~ ~ c ~`~r. ice, 3 r..~-~ ~a ~. ~- _~ `C') _ ,= r.~ :~.~ Estate of ~~ CHRISTOPHER EPLER 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? An Incapacitated Person $ 29,549.20 $ 29,549.20 $ 14,939.83 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 11,546.99 E. What are the balances remaining at the end of the Report Period? 1.. Principal $ 29,933.20 2. Income $ 3,392.84 3. Total of Principal and Income $ 33,326.04 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.): COMMERCE BANK (N/K/A METRO BANK) CHECKING ACCOUNT TD AMERITRADE BROKERAGE ACCOUNT 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. 10.13.06 Page 2 of 5 Estate of ALAN CHRISTOPHER EPLER b. List purpose and amount of expenditures: An Incapacitated Person c. Was Court approval received prior to expending the principal? ....................... ^ Yes D 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: Miscellaneous deposits $ 103.70 EZ Pass refund $ 86.00 2008 Individual Income Tax refunds $ 194.08 B. Income 1. State sources and amounts of income received during the Report Period (e.g., Social Security, pension, rents, etc.): Social Security $ 14,704.58 PPL dividend $ 0.50 Interest $ 44.08 TD Ameritrade interest $ 190.67 Total income received during Report Period: $ 14,939.83 Form c-oa rev. 10.13.06 Page 3 of 5 Estate of ALAN CHRISTOPHER EPLER , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client caze account, etc.): COMMERCE BANK (N/K/A METRO BANK) CHECKING ACCOUNT TD AMERITRADE BROKERAGE ACCOUNT C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the caze and maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support, etc.): See attached accounting. 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.) See attached accounting. 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 Yes ~ No Yes ~ No Form G-02 rev. 10.13.06 Page 4 of 5 Estate of ~-~ CHRISTOPHER EPLER An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained ®Yes Q 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 Fa.C.S. § 4904 relative to unsworn falsification to authorities. Date Signature of Guardian of the Estate _r CYNTHIA EPLER Name of Guardian of the Estate (type or print) 13 COLGATE DRIVE Address CAMP HILL, PA 17011 city, stare, zip 717-737-6190 Telephone Form G-02 rev. 10.13.06 Page 5 of 5 SCHEDULE A RECEIPTS OF PRINCIPAL 08/14/2008 07/2212009 07122!2009 09/24/2008 10114!2008 02111/2009 06/03/2009 04/29/2009 08/14/2008 08/01/2009 Cash Commerce Bank Checking Account No. 2,807.20 0537887895 -valued per statement beginning 816108 ,Deposit 44.08 Deposit 59.62 Divorce settlement proceeds 8,500.00 Divorce settlement proceeds 20,000.00 F1 Pass refund 86.00 PA Department of Revenue - 2008 income tax 116.06 refund United States Treasury - 2008 income tax refund 78.00 Total Cash Personal Property Miscellaneous personal property 200.00 Total Personal Property Stocks /Listed Fiduciary Acquisition Value 29.690.98 200.00 1.4360 shares PPL common stock 42.22 Total Stocks 1 Listed 42.22 Total Receipts 29,933.20 Total Receipts of Principal 29,933.20 SCHEDULE G RECEIPTS OF INCOME Other Income Ameritrade Account No.755-937995 08/31/2009 interest earned from 3/24!09 to 8131109 19D.67 190.67 Interest check 01 /29/2009 44,Og 44.08 PPL common stock held in Ameritrade Account No. 755-937995 08/31/2009 dividend earned from 3/24/09 to 8131109 0.50 0.50 Soclal Security 09/08/2008 09/22/2008 10129!2008 11 /19/2008 12/17/2008 01/21/2009 02/18/2009 03118!2009 04/15/2009 05/20/2009 05/21/2009 06/17/2009 07/15/Z009 08/19/2009 received from Amanda Epler received from Amanda Epler 1,131.00 1,131.00 1,'130.58 1,131.00 1,131.00 1,'100.00 1,100.00 1.100.00 1,100.00 1,100.00 250.00 . 1,"100.00 1,7 00.00 1,100.00 14,704.58 14,939.83 SCHEDULE C RECEIPTS OF INCOME Continued TOTAL RECEIPTS OF INCOME 14,939.83 AAA 10/06/2008 SCHEDULEI DISBURSEMENTS -INCOME Exaense /INCOME vehicle registration 38.50 38.50 AAA Financial Services 08/22/2008 09/25/2008 1 011 7120 08 11/14/2008 12/19/2008 01/26/2009 02/20/2009 0 311 6/2 0 0 9 04/24/2009 05/22/2009 06/2212009 07/24/2009 08/24/2009 Bethesda 347.81 Bethesda 463.88 Bethesda 603.16 Bethesda 380.00 Bethesda 8~ Wii Fit 678.95 Bethesda 25g,Y8 Bethesda 373.87 Wn 132.85 Florida 8: Bethesda 439.69 333.61 Bethesda 205.93 Bethesda 355.42 Bethesda 455.89 5,030.24 Andrews 8~ Patel 08/14/2008 08/27/2008 09/10/2008 09/24/2008 10/15/2008 11 /03/2008 12/04/2008 12/04/2008 doctor visit co-pay 15.00 doctor visit co-pay 21.09 doctor visit co-pay 15.00 medication ,44,81 doctor visit co-pay 60.00 doctor visit co-pay 25.00 doctor visit co-pay 25.00 medication ,4,4.81 SCHEDULEI DISBURSEMENTS -INCOME Continued 12131/2008 doctor visit co-pay 25.00 02/11/2009 medication 5.00 03/25/2009 doctor visit co-pay 135.00 Barb McCutcheon 0 611 6/2 0 0 9 massage 30.00 06/16/2009 massage 30.00 07/24/2009 massage 30.00 07/2412009 massage 30.00 07/24/2009 massage 35.00 08/31/2009 massage 30.00 08/31/2009 massage 30.00 Backer's Service Center 10/30/2008 vehicle inspection & repairs 569.31 BJs 05/26/2009 EA Sports for Wii 60.83 Bonnie Miller. Treasurer 05/04/2009 2009 per capita tax 9.80 08/21/2009 2009 school per capita tax 9.80 Clarks 10/03/2008 7 pair of sneakers 8 sandals 39.98 415.71 215.00 569.31 60.83 19.60 39.98 SCHEDULE I DISBURSEMENTS -INCOME Continued Cobraserv 01/13/2009 health insurance premium 940.70 940.70 Commonwealth of PA 10!14/2008 title transfer 58.50 08!25/2009 vehicle registration 36.00 94.50 Community CCRX 01/14/2009 prescription insurance premium 75.10 02117!2009 prescription insurance premium 75.10 03!10/2009 prescription insurance premium 75.10 04110!2009 prescription insurance premium 75.10 05/12/2009 prescription insurance premium 75.10 06110!2009 prescription insurance premium 75.10 07/13!2009 prescription insurance premium 75.10 08/10/2009 prescription insurance premium 75.10 600.80 Cumberland Aoothecarv 01/09/2009 medication 5.00 02!12/2009 medication 22.69 27.69 Pennsylvania Life Insurance Company 11/14/2008 health insurance premium 236.30 02/09/2009 health•insurance premium X32.00 03!09!2009 health insurance premium 2'32.00 04/07/2009 health insurance premium 2'32.00 05/07/2009 health insurance premium 22.00 SCHEDULEI DISBURSEMENTS -INCOME Continued 06/08/2009 health insurance premium 07/07/2009 health insurance premium 08/07/2009 health insurance premium Ron Hixon. PC 04M0/2009 income tax return preparation Shave and haircut 03/24/2009 06/03/2009 07/22/2009 Shirley Kahler 0 9/1 612 0 0 8 reimbursement for purchase of Boost Statewide Tax Recovery 02/05/2009 school per capita tax Susquehanna Internal Medicine 10/02/2008 doctor visit co-pay 11/08/2008 doctor visit co-pay Tars~et 05/05/2008 Ninetendo DS 232.00 232.00 232.00 1,860.30 '175.00 175.00 49.00 80.00 84.00 213.00 15.00 15.00 36.00 36.00 15.00 35.00 50.00 147.34 147.34 SCHEDULEI DISBURSEMENTS -INCOME Continued Travelers Insurance 01/27/2009 vehicle insurance premium 07/09/2009 vehicle insurance premium 361.00 584.00 945.00 Wes~mans 05/13/2009 medication 05/27/2009 medication 06/08/2009 medication 07/27/2009 medication 08/24/2009 medication 4.00 5.00 5.00 4.00 5.00 23.00 YCH 01/21/2009 pin protectors 04h0/2009 pin protectors TOTAL DISBURSEMENTS OF INCOME 4.21 25.28 29.49 11,546.99