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HomeMy WebLinkAbout04-23-10 (3)~/7 ~ q~. ANNUAL REPORT OF GUARDIAN OF THE ESTATE ~ N p ;~ 'T Q z~ - 3'a - _.~, r?'l !~ D t7 t., ~ '~ l ~m W ~ J r COURT OF COMMON PLEAS OF =' c„ -}~;- - :r, "}: Cumberland COUNTY PENNSYLVANIA . ~~ ~~ a <_ _ , :, ~ ; , ^,, - ORPHANS' COURT DIVISION ~~ ? ,:-!_ rn -~ _ ~ ro ..~ ~a w Estate of Margaret Chapman , an Incapacitated Person No. 21-09-0835 I. INTRODUCTION Frank A. Parrott was appointed ®Plenary ^ Limited Guardian of the Estate by Decree of M. L. Ebert, Jr. . J., dated December 9, 2009 ® A. This is the Annual Report for the period from December S ~ 2009 to December 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 c-oa rev. 10.]3.06 Page 1 of 5 Estate of Margaret Chapman , An Incapacitated Person II. SiIMMARY 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? $ 1,007,538.00 $ 1,007,538.00 $ 6,786.00 $ 11,181.00 E. What aze the balances remaining at the end of the Report Period? 1. Principal $ 1,003,143.00 2. Income $ 3. Total of Principal and Income $ 1,003,143.00 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.): Crtiicates of Deposit, Bank Checking and Money Market Accounts, and JP Morgan Stock. 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? ........ 0 Yes ~ No Fo,~ c-oa .~. ~o.~s.o6 Page 2 of 5 Estate of Margaret Chapman , An Incapacitated Person b. List purpose and amount of expenditures: Deposit for Assisted Living Facility Legal Fees Medical -Personal Care $ 6,034.00 $ 4,707.00 $ ~-~ 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? ................ O 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.): U.S. Civil Service Pension Federal Pension PHS Social I Security Interest Income Total income received during Report Period: $ 1,499.00 $ 3,186.00 $ 1,530.00 $ 571.00 786.00 Farm c-oa rev. 10.73.06 Page 3 of 5 Estate of Margaret Chattman , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Bank Checking Account C. Ezpenses fot 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.): Personal Care: $ 440.00 Deposit for Assisted Living Facility: $ 6,034.00 (Note: New Annual Reporting Period will begin on January 1, 2010). D. Other Ezpetiditures 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 hove amount was determined: Amount Method of Determination !0.00 n/a Court Approval Obtained ~ Yes Q No Yes ~ No Form G-02 rev. 10.13.06 Page 4 of 5 Estate of Margaret Chapman , An Incapacitated Person F. Counsel Fee List amounts' paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained 4,707.00 ~ Yes 0 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. February 19, 2010 Dote Sigrentive of(3uardian oJtire Estate Frank A. Parrott Name of Craardian ojthe Estate (type or print) 7747 Porters Hill Lane Address LOrton, VA 22079 Ciry, State, Zip 703 339-0199 (home) 703 489-0465 (cell) Teteplrom Form c-oa rev. 10.!3.06 Page 5 of 5