HomeMy WebLinkAbout01-20-10ANNUAL REPORT OF GUARDIAN
OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Virginia M. Taylor , an Incapacitated Person
No. 21-06-0~ Oy3S
I. INTRODUCTION
Keystone Guardianship Service ,was appointed
Plenary ^ Limited Guardian of the Estate by Decree of M.L. Ebert Jr. , J.,
dated 10/9/07
A. This is the Annual Report for the period from November 1 2008
to October 9 2009 (the "Report Period"); or
^ B. This is the Final Report for the period from
to ,
for the following reason:
(the "Report Period"), and is filed
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
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Page 1 of 5
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Estate of Virginia M. Taylor , an Incapacitated
II. SUMMARY
A. State the value of the estate reported on the Inventory $251,710.44
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 $145,698.72
Income $10,965.10
C. What is the total amount of income earned during the
Report Period? $61,783.87
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $90,630.88
E. Change in Holdings $(3,936.46):
F. Adjustment to income earned $46.01
G. What are the balances remaining at the end of the Report
Period?
1. Principal $123,259.88 ~
2. Income $ 666.48
3. Total of Principal and Income $123,926.36
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.):
Ameritrade -Money Market $526.90
Ameritrade -Mutual Funds $24,873.98
Resident Fund Account $66.22
PNC -Checking $3,053.54
PNC -Savings $42,669.43
Burial Trust $4,810.00
Monumental Life Insurance $47,259.81
Total Principal Balance $123,259.88
Page 2 of 5
Estate of Virginia M. Taylor , an Incapacitated
2. Have there been any expenditures from the principal
during the Report Period? .............................................................. ~ Yes
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:
All principal used is transferred to income and all
expenditures are shown in section C & D
c. Was Court approval received prior to
expending the principal? ...................................
Yes
^ No
^ 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.):
Interest $56.41
Resident fund deposit $17.00
Social Security $16,617.50
US Treasury -stimulus $250.00
Verizon Sickness Benefit $31,840.00
Verizon Pension $13,002.96
Total income received during Report Period: $61,783.87
Page 3 of 5
Estate of Virginia M. Taylor , an Incapacitated
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Ameritrade -Money Market $6.31
Ameritrade -Mutual Funds $660.17
Total Income Balance $666.48
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.):
Bouquet Mulligan Demalo Eye Care $226.00
Evercare $343.00
Kerry Taylor $66.95
Masonic Village $84,171.17
Total Expenses for Care and Maintenance $84,807.12
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.)
Ameritrade fees $10.00
Cumberland County filing fees $30.00
Custer & Faust Associates $85.00
Keystone Guardianship -costs $332.76
Latsha Davis Yohe & McKenna $1,334.50
Resident Fund purchases $132.60
Robert Wise $50.00
PNC statement fees $22.00
Storage Depot $338.90
Total for Other Expenditures $2,335.76
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
$3,488.00 Fees $75 per hour) ~ Yes ^ No
Page 4 of 5
Estate of Virginia M. Taylor , an Incapacitated
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
Date
.,~~
ignature of Guardian of th Estate
Constance E. Stoneroad
Name of Guardian of the Estate (type or print)
PO Box 804
Address
Elizabethville. Pa 17023
City, State, Zip
717-265-4056
Telephone
Notes:
Page 5 of 5
Virginia Taylor Changes in Holdings
Ameritrade-Mutual Funds
Balance as of inventory $ 24,873.98
Balance as of 9/30/09 $ 25,534.15
Increase: div/int/mkt chg $ 660.17
Monumental Life Insurance
Balance as of inventory $ 51,856.44
Balance as of 9/30/09 $ 47,259.81
Decrease: div/int/mkt chg $ (4,596.63)
Total change in holdings $ (3,936.46)
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-_ - "' ~ MONUMENTAL LIFE'
INSURANCE C O M P A N T
Annuity Products and Services
ATTN: Customer Care Group
4333 Edgewood Road NE
Cedar Rapids, IA 52499
~T'he Advisors Edge Variable Annuity
July 1, 2009 -September 30, 2009
Your Representative:
ADVISOR RESOURCES
C/O BRAD MICHELS
400 W MARKET STREET
4TH FLOOR.
LOUISVILLE ~.Y 40202
VIRGINIA TAYLOR
KEYSTONE GUARDIANSHIP SERVICES
C/O CONSTANCE STONEROAD
129 S MARKET STREET
MILLERSBURG PA 17061
Annuitant: VIRGINIA TAYLOR
Owner: VIRGINIA TAYLOR
Issue Date: October 2, 2001
Type: Non-Qualified
Policy Number: ADV200169
This_Period Year To Date Since Inception
Beginning polity value 141,668.87 539,275.89 10.00
Total premium payments 0.00 0.00 42,201.60
Total withdrawals/deductions 0.00 0.00 - 14,828.00
Increase/decrease 5,590.94 7,983.92 19,886.21
Ending polity value as of 9/30/2009 147,259.81 547,259.81 147,259.81
Values as of 9/30/2009
Cash surrender value $47,259.81
Death benefit $47,259.81
Please refer to the Definitions and Disclosures Section for further information.
Subaccounts
~~ -~~;~ .
r.~~ =
31% VA Global Bond Portfolio
29% Vanguard -Equity Index Portfolio
~ 24% VA U.S. Large Value Portfolio
8% DFA - VA International Small Portfolio
.~ 8% DFA - VA International Value Portfolio
Percentages may not be exact due to rounding.
Monumental Life Insurance Company
Member of the ~EGON Group
Page 1 of 4
002-001-3-01646-0-0
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Virginia Taylor
Disbursements -Income
Ameritrade 6/30/2009 $ 4.00
7/31 /2009 $ 2.00
8/31 /2009 $ 2.00
9/30/2009 $ 2.00 $ 10.00
Bouquet Mulligan Demalo Eye 3/19/2008 $ 226.00 $ 226.00
Cumberland County 12/17/2008 $ 30.00 $ 30.00
Custer & Faust Associates 4/14/2009 $ 85.00 $ 85.00
Evercare 12/2/2008 $ 53.00
12/12/2008 $ 29.00
1 /22/2009 $ 29.00
2/12/2009 $ 29.00
3/12/2009 $ 29.00
4/23/2009 $ 29.00
5/13/2009 $ 29.00
7/6/2009 $ 29.00
7/22/2009 $ 29.00
9/9/2009 $ 58.00 $ 343.00
Kerry Taylor 3/24/2009 $ 66.95 $ 66.95
Keystone Guardianship -costs 11 /7/2008 $ 1.99
12/2/2008 $ 11.36
1 /6/2009 $ 44.24
2/3/2009 $ 22.07
3/4/2009 $ 41.96
4/7/2009 $ 14.62
5/4/2009 $ 71.32
6/9/2009 $ 27.17
7/6/2009 $ 17.49
7/31 /2009 $ 26.92
9/8/2009 $ 11.55
10/5/2009 $ 42.07 $ 332.76
Keystone Guardianship -fees 11/7/2008 $ 200.00
12/2/2008 $ 200.00
1 /6/2009 $ 525.00
2/3/2009 $ 462.00
3/4/2009 $ 246.00
4/7/2009 $ 444.00
5/4/2009 $ 200.00
5/9/2009 $ 306.00
7/6/2009 $ 207.00
7/31 /2009 $ 339.00
9/8/2009 $ 20.00
10/5/2009 $ 339.00 $ 3,488.00
Latsha Davis Yohe & McKenna 2/13/2009 $ 1,334.50 $ 1,334.50
_~
Masonic Village
Resident Fund
Robert Wise
PNC Statement fee
Storage Depot
11 /13/2008 $
12/12/2008 $
1 /15/2009 $
2/12/2009 $
3/12/2009 $
4/14/2009 $
5/13/2009 $
6/11 /2009 $
7/22/2009 $
9/9/2009 $
10/8/2009 $
10/21 /2008 $
10/30/2008 $
11 /26/2008 $
12/2/2008 $
1 /7/2009 $
1 /29/2009 $
2/13/2009 $
2/24/2009 $
3/30/2009 $
4/21 /2009 $
4/29/2009 $
5/28/2009 $
7/29/2009 $
8/27/2009 $
9/29/2009 $
2/9/2009 $
11 /7/2008 $
12/10/2008 $
1 /12/2009 $
2/9/2009 $
3/11 /2009 $
4/10/2009 $
5/11 /2009 $
6/10/2009 $
7/10/2009 $
8/12/2009 $
9/11 /2009 $
11 /17/2008 $
12/12/2008 $
1 /8/2009 $
7,301.53
7,896.28
8,168.64
6,752.21
8, 013.45
7,726.58
8,223.87
6,393.48
7, 919.10
8,175.67
7,600.36 $
20.00
2.25
1.50
20.00
5.00
1.15
60.00
2.25
0.75
13.00
2.25
0.75
1.40
1.50
0.80 $
50.00 $
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00
2.00 $
116.30
111.30
111.30 $
Total disbursements
84,171.17
132.60
50.00
22.00
338.90
90,630.88
Virginia Taylor Receipts -Income
Ameritrade-Money Market Fund 11/28/2008 $ 0.70
12/30/2008 $ 0.36
1 /30/2009 $ 0.05
3/31 /2009 $ 0.02
4/21 /2009 $ 0.02
5/29/2009 $ 0.02
6/30/2009 $ 0.02
7/31 /2009 $ 0.02
8/31 /2009 $ 0.02
9/30/2009 $ 0.02 $
PNC Savings interest 11/7/2008 $ 10.10
12/10/2008 $ 8.96
1 /12/2009 $ 7.30
2/9/2009 $ 5.29
3/11 /2009 $ 5.75
4/10/2009 $ 3.20
5/11 /2009 $ 2.94
6/10/2009 $ 2.96
7/10/2009 $ 3.08
8/12/2009 $ 3.36
9/11/2009 $ 1.65 $
Resident Fund interest 10/31/2008 $ 0.16
11 /30/2008 $ 0.04
12/31 /2008 $ 0.03
1 /31 /2009 $ 0.03
2/28/2009 $ 0.05
3/31 /2009 $ 0.04
4/30/2009 $ 0.04
5/31 /2009 $ 0.04
6/30/2009 $ 0.04
7/31 /2009 $ 0.04
8/31 /2009 $ 0.03
9/30/2009 $ 0.03 $
Resident fund deposit 10/24/2008 $ 10.00
12/16/2008 $ 7.00 $
Social Security 11/3/2008 $ 1,342.00
12/3/2008 $ 1, 342.00
1 /2/2009 $ 1,425.00
2/3/2009 $ 1, 340.50
3/3/2009 $ 1, 396.00
4/3/2009 $ 1, 396.00
5/1 /2009 $ 1, 396.00
6/3/2009 $ 1, 396.00
1.25
54.59
0.57
17.00
US Treasury- stimulus check
Verizon Sickness Death Benefit
Verizon Pension
7/2/2009 $ 1, 396.00
8/3/2009 $ 1, 396.00
9/3/2009 $ 1, 396.00
10/2/2009 $ 1, 396.00 $
5/7/2009 $ 250.00 $
4/30/2009 $ 31, 840.00 $
11 /7/2008 $ 42.85
2/1/2009 $ 6,486.83
3/1 /2009 $ 809.16
4/1 /2009 $ 809.16
5/1/2009 $ 809.16
6/1/2009 $ 809.16
7/1/2009 $ 809.16
7/31 /2009 $ 809.16
9/1/2009 $ 809.16
10/1/2009 $ 809.16 $
16,617.50
250.00
31,840.00
13, 002.96
Total Receipts $ 61,783.87