HomeMy WebLinkAbout01-27-10
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ANNUAL REPORT OF ~ ~ ~ ~'
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GUARDIAN OF THE ESTATE -~~-»~-~ f -~ ~--~
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COURT OF COMMON PLEAS OF
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CUMBERLAND COUNTY, PENNSYLVANIA ~~ ~
ORPHANS' COURT DIVISION
Estate of Constance M. Meredith , an Incapacitated Person
No. 06-0294
I. INTRODUCTION
William J. Meredith ,was appointed
OPlenary ^Limited Guardian of the Person by Decree of Edward E. Guido , J.,
dated June 12, 2006 and Amended Final Order dated July 20, 2006.
~ A. This is the Annual Report for the period from January 1, 2009 to
December 31, 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:
2. The Guardianship was terminated by the Court by Decree of
J., dated
Form G-02 rev. 10.13.06
Page 1 of 5
V~
Estate of Constance M. Meredith , an Incapacitated Person
II.
III.
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? 318.40 gross/month SS x 12
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 $1,792.09
2. Income $ -0-
3. Total of Principal and Income $1,792.09
* Ward is on Medical Assistance and her monthly income goes to the
nursing home.
ADDITIONAL INFORMATION
(If more space is needed, please attach additional pages.)
A. Principal
$235,877.53
$686.55
$3 820.80
$2,715.26
1. How is the principal balance listed above currently
invested? (Please specify, e.g., real estate,
certificates of deposit, restricted bank accounts, etc.):
Guardianship account at South Mountain Restoration Center. She is currently
receiving Medical Assistance to pay for her care at South Mountain.
2. Have there been any expenditures from the principal
during the Report Period? ........................................... ^ Yes . D No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? ......N/A..... ^ Yes ^ No
Form G-02 rev. 10.13.06 Page 2 of 5
Estate of Constance M. Meredith , an Incapacitated Person
b. List purpose and amount of expenditures: N/A
c. Was Court approval received prior to
expending the principal? ...N/A ......................... ^ 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 x^ 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 Securit
Total income received during Report Period:
$318.40 gross/month
$3,820.80
Form G-02 rev. 10.13.06 Page 3 of 5
Estate of Constance M. Meredith , an Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Guardianship account at South Mountain Restoration Center. All income,
minus $45.00 personal needs allowance is paid to South Mountain for her
care.
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.):
Nursing home, clothing, trips with South Mountain
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.) NONE
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
And state how amount was determined: NONE
Court
Amount Method of Determination Approval Obtained
^ Yes ^ No
^ Yes ^ No
Form G-O2 rev. 10.13.06 Page 4 o f 5
Estate of Constance M. Meredith , an Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
COUYt
Amount Approval Obtained
None ^ 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.A. § 4904
relative to unsworn falsification to authorities.
/-19-~0~0
Signature of Gua an of the Estate
William J. Meredith
Name of Guardian of the Estate (type or print)
165 Linn Drive
Address
Carlisle PA 17013
City, State, Zip
717 243-5464
Telephone
Form G-02 rev. 10.13.06 Page 5 of 5