HomeMy WebLinkAbout03-04-10ANNUAL REPORT OF GUARDIAN OF THE ESTATE
THE COURT OF COMMON PLEAS OF CUMBERLAND CO., PENNS~.VANI~%
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ORPHANS' COURT DIVISION ca
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Estate of: ROSE E. COLBERT , an incapacitated person ; , _,
FILE NO: 21-09-0863
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I. INTRODUCTION ~,.~
PENNSYLVANIA GUARDIANSHIP ASSOC. / BRIAN D. BROOKS, was
appointed -Limited X Plenary Guardian of the Estate by Decree of
ORPHANS' COURT , Jude. Dated 10/22/09
A. This is the Annual Report for the period from to
X B. This is the Final Report for the period from 10/22/09 to 1/24/10
and is filed for the following reason:
1. The death of the Incapacitated Person. Date of death 1/24/10
2. The Guardianship was terminated by the Court by Decree of
,JudEe, Dated
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 223.76
B. State the value(s) of principle assets at the beginning of the Report Period.
(Same as inventory if this is first Report, otherwise, ending balance from last Report.)
$ 223.76
C. What is the total amount of income earned during the Report period?
$ 8,789.07
D. What is the total amount of income and principle spent for all purposes during
this Report period?
$ 9,012.83
E. What are the balance remaining at the end of the Report period?
1. Principle $
2. Income $
3. Total of Principle and Income $ ~•~
III. ADDITIONAL INFORMATION
(If more space is needed, please attach additional pages.)
A. Principle
1. How is the principle 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 principle during this Report
period.? ves X no
If yes:
a. Have all expenditures from principle been for the sole benefit of the
Incapacitated Person? ves no
b. List purpose and amount of expenditures:
C. Was Court of approval received prior to expending principal?
yes no
3. Were additional principle 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 additional principle?
ves no
b. State the sources and amounts of the additional principle received:
B. Income
1. State sources of income received during the Report period
(e.g., Social Security, pensions, rents etc.):
1. SOCIAL SECURITY
2. PENSION
Total income received during Report period: $ 8,789.07
2. How is the income currently invested? (Please specify, e.g. restricted
bank accounts, client care account, etc.):
C. Expenses for Care and Maintenance
Specify what expenditures were made from the principle and income for the care and
maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support,
etc.): SEE ATTACHED ALL TRANSACTION REPORT
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.)
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
$ 785 00 INITIAL FEE S00 00 1(a~ 285 00 (ves) no
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
I verify that the foregoing information correct to the best of my knowledge,
information and belief; and that this Verification is subject to the penalties if 18 Pa.
C.S.A. S/S 4904
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Date:
Signature of the Guardian of the Person
Brian D. Brooks
Name of Guardian of the Person (type or print)
PENNSYLVANIA GUARDIANSHIP ASSOC.
PO BOX 7295
LANCASTER, PA 17604
Telephone 717-299-4568
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