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HomeMy WebLinkAbout07-16-10 ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of JANETTE NEELY , an Incapacitated Person No. 21-08-0032 I. I. INTRODUCTION Keystone Guardianship Services was a ppointed Plenary ~ Limited Guardian of the Person by Decree of Edgar B. Bayley , J., dated March 5, 2008 ® This is the Annual Report for the period from March 5 2008 to March 5, 2010 (the "Report Period"); or B. This is the Final Report for the period from , to (the "Report Period"), an d 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 o .... r p a _ _.'1 i n ~ r <5 ~~7~5 ~ ~.,e (~"7 v "~ ~__rn rv ~`_ Page 1 of 7 `"l Estate of JANETTE NEELY , an Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $539,808.24 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 $539,808.24 Income $.00 C. Adjustment to Inventory: $(51,759.32) 153 Center St. inventoried at `asking price' reclassified to `assessed value' $(21.250.00) 231 N. Bedford St. inventoried at `sold price' reclassified to `assessed value' $ 16,990.00 245 W. Willow St. inventoried at `sold price' reclassified to `assessed value' $(12,750.001 3090 Spring Rd. inventoried at `appraised price' Reclassified to `assessed value' $ 17.660.00 59 N. East St. inventoried at `selling price' reclassified to `assessed value' $ 24.941.68 21 Lost Lane inventoried at `full price' reclassified to '/~ of `assessed value' $(75.315.001 1984 Arndt Trailer deemed to have no value $ (2,000.00) MESA Offshore Trust shares deemed to have no value $ (36.00) D. What is the total amount of income earned during the Report Period? $25,536.96 E. What is the total amount of income and principal spent for all purposes during the Report Period? $(313,786.21) F. Additional Principal Assets $58,107.86 G. Loss/gain on property sales $(3,335.00) H. Buyout of Sandra Nestor's share of Lost Lane property $(50,000.00) I. What are the balances remaining at the end of the Report Period? 1. Principal $204,404.93 2. Income $167.60 3. Total of Principal and Income $204,572.53 Page 2 of 7 Estate of JANETTE NEELY , an Incapacitated Person 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.): Halifax National Bank Checking Halifax National Bank Savings Penn Mutual Life Insurance #2270165 Burial Reserve -Forethought Life Property at 59 North East Street - Assessed value $202,404 less reverse mortgage of $154,458.32 Total Principal Balance 2. Have there been any expenditures from the principal $5,718.15 $138,111.10 $3,634.00 $9,000.00 $47,941.68 $204,404.93 during the Report Period? .............................................................. ®Yes If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? .............. ®Yes b. List purpose and amount of expenditures: See section C and D c. Was Court approval received prior to expending the principal? ...................................................... ®Yes ^ No ^ No ^ No Page 3 of 7 Estate of JANETTE NEELY , an Incapacitated Person 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: Cash found at East Street property $1,186.42 Elmer Murry -sale of personal property $3,086.80 Thomas Flower -sale of personal items $100.00 Buyout of Sandra Nestor's share of Lost $50,000.00 Lane property -increase to value of property from value on inventory Penn Mutual Life policy #2270165 $3,634.00 Commerce Bank #0626626360 $100.64 Total additional Principal Assets: $58,107.86 B. Income 1. State sources and amounts of income received during the Report Period (e.g., Social Security, pension, rents, etc.): Interest and dividends $2,240.40 AmGerican Investors Life $6,207.21 US',Treasury -Social Security $14,290.00 Refrunds of payments $51.14 Retiurn of advance taxes on real estate $1,230.21 Rerttal income $1,518.00 Total income received during Report Period $25,536.96 Page 4 of 7 Estate of JANETTE NEELY , an Incapacitated Person C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated 2. How is income currently invested? (Please specify, e.g~~, restricted bank accounts, client care accoudt, etc.): Halifax National Bank $167.60 Total Incou~e Balance $167.60 Person (e.g., clothidg, nursing home, medicine, support, etc.): A ert Zanetti, DO $150.00 l Ar en Court of Susquehanna $27,855.00 As ociated Cardiologists $25.00 Ca ital Foot Specialists $165.00 Co try Meadows $95,686.78 Ha risburg Endoscopy & Sugery $480.00 Ha risburg Gastroenterology $1,180.00 Jo n Hume, MD $1,139.52 M bile X-ray Imaging $306.30 M Hershey Med Center $7,871.35 M HMC Physicians Group $5,797.00 Pa hology Associates $254.00 Ph !haven $578.56 Pi nacle Health $1,030.00 Pi nacle Health Emergency $685.00 Pi nacle Health Hospitals $5,238.00 Pi nacle Health Med Services $650.00 Qu ntum Imaging $234.00 Ri erside Anesthesia $490.00 Se Right Pharmacy $372.87 S ith Radiology $25.00 5o th Central EMS $650.00 Th Morrison Associates $110.00 Un on Deposit Anethesia $250.00 Total Expenses for Care and Maintenance $151,223.38 Page 5 of 7 Estate of J.~NETTE NEELY , an Incapacitated D. Other Expenditure Specify what other expenditures were made during the Report Period. A+ Appraisal $2,377.69 $275.00 $263.43 $635.63 $7,368.59 $659.86 $150.78 $67.50 $15.00 $290.00 $1,100.00 $2.20 $746.74 $.64 $68.87 $133.87 $690.00 $637.46 $16.00 $1,680.00 $6,145.45 $8,042.91 $250.00 $75.00 $280.00 $25.00 $6,033.69 $22,542.73 $17,215.05 $4,532.66 $223.96 $22.50 $1,946.75 $1,150.45 $39.00 $150.00 $9,100.00 $273.00 $687.24 $9,226.58 $2,112.33 $502.60 $181.00 $3,548.86 $14,332.59 $117.28 $382.19 $126,318.08 i of Carlisle Boro Tax Account Petroleum onwealth of PA Arland County Register of Wills Faust & Associates ified Appraisal Services Eri Koperna, Tax Collector Fe eral tax withheld Ha ifax National Bank He man Plumbing He ndon Borough Hil on's Lock Smith H &T Jo McGraw Ke stone Guardianship -Costs La ry Smoker for cleanup of properties M ry Sultzberger M Janie Peters for TV purchase M yers Glass M T Bank M T Mortgage M T Mortgage- payoff mortgage Ne Settlement Expenses PA Dept. of Revenue Davis, Tax Collector Re order Office Re inter of Wills Ro ert Wise for cleanup of properties Ro er M. Morganthal Sh ffer & Engle, Attys S igel, Anderson & Sacks St phen Hietsch, Tax Collector Th Sentinel Tv Ara. Inc. U I US Treasury -federal taxes Vi kie Rice, Tax Collector W st Perry School District Total for O her Expenditures Page 6 of 7 Estate of E. Guardian's Cor List amounts of and state how ar Amount $36,244.75 ~nsation paid as Guardian's commission was determined: Method of Determination Fees $75.00 per hour) an Incapacitated Person Court Approval Obtained ^ Yes ^ No Estate F. Counsel Fee List amounts paid Amount counsel fee, and indicate whether Court approval was obtained. Court Approval Obtained ^ Yes ^ No ^ Yes ^ No I verify that the foreg ing information is correct to the best of my knowledge, information and belief, and t at this Verification is subject to the penalties of 18 Pa.C.S. § 4904 relative to unsworn falsificati n to authorities. r!o /O (,.97aA.-~t~tr.Ge~G tltid~.~ Date 3tTgnature of Guardian of the Estate Constance E. Stoneroad Name ojCnrardtan oJthe Estate (type or print) Address Elizabethville. Pa 17023 City, State, Zip 717-265-4056 Telephone Notes: Page 7 of 7 Janette Neely NCOME STATEMENT for Period March 6 2008 To March 05 2010 INCOME Interest Income American Investors Life US Treasury -Social Security Refund of Payment Return of advanced taxes Rental income Sales price vs. Inventory price TOTAL INCOME EXPENSES Nursing Home Expenses Net Settlement Expenses Medical Federal tax witheld Keystone Services Cost Keystone Services Fees Household Expenses M&T Mortgage Buyout of Sandra Nectar's share of Lost TOTAL EXPENSES INCOME / (LOSS) property Mar 06 2008 Mar OS 2010 2,423.43 6,2D7.21 14,290.DD 5Y.14 1,230.21 1.,S18.D0 (3,33S.00j 22,384.99 123,54]..78 1.7,215.D5 ?_7,681..6D 0.64 6,145.45 36,244.75 so,4z4.z1 22,542.73 {SD,OOD.DO) 263,786.21 {241,401.22) Janette Neely ASSETS Income -HNB Savings #200112392 Principal -HNB Checking #21450761.0 Principal- HNB Savings #200112392 Penn Mutual Life Insurance #2'270165 Burial Reserve- Forethought Life insurance 59 Nnrth East Street, Carlisle, PA -Parcel X5154,458.32 TOTAL ASSETS LIABILITIES TOTAL LIABILITIES SWAREHOLDER'S EQUITY Assets at time of Appointment Assets discovered after Appointment Current Earnings TOTAL EQUITY TOTAL LIABILITIES & EQUITY BALANCE SHEET as at Mar 45 2a1~ Mar OS 2010 1.e7.ha 5,718.1.5 1.38,11.7..1.0 3, 634.00 9,000.00 21-031B-298 -Assessed value $202,404 less reverse mortgage of 47,941..68 ?_04,572.53 488,048.92 {41,892.14) {241,584.25) 204,572.53 204,572.53 ~~,'~33 LS €t'~ .3 w:~a ~° ~~"a~E.''~~ €S~C4~tt~t"E`i~ e3`~P" A(3~i21 £!~6"C$~?C3°& ~ ~c"i Ptk~:~ ~~'k'i'jt June 28 2010 Tate ~:f~res~c~ 03-06-2008 Adjustment to Inventory 03-06-2008 Adjustment to Inventory 09-OS-2008 Change in Holdings 1i-17-2008 Deposit 03-26-2009 Deposit 05-26-2009 Deposit De~cripti~n fierce Bank #0626626360 Mutual Life Insurance #2270165 ~t of Sandra Nestor's share of Lost Lane property found at East Street property Murry Auctions as Flower -sale of items Debit ~:redit I3a1nc~ 100.64 100.64 3,634.00 3,734.64 50,000.00 -46,265.36 1,186.42 -45,078.94 3,086.80 -41,992.14 1 0 0. 0 0 4 92. 14 1, 8 yxya p}~yppp''pp}s'qa p9t4}q (p y g y ~ y ~vpVNCf+b.i Y% C1, 451d x&56 pp gq ~~yy p : g "~`8.#.p43 J'6.. R*ffi AP °~'ransact.aons / Janette 6~eeiy Fran March 06 2008 Tc March OS 2010 Open Closed ~encie~r Albert Zanetti, DO Albert Zanetti, DO Allstate Allstate Allstate Allstate Allstate Allstate AI Istate Allstate Allstate Allstate Allstate Allstate Al Istate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Allstate Arbogost Appraisal Services Arden Court of Susquehanna Arden Court of Susquehanna Arden Court of Susquehanna Arden Court of Susquehanna Arden Court of Susquehanna Arden Court of Susquehanna A+ Realty Associated Cardiologists C4,ate 04-24-20 06-30-20 06-11-20 07-21-20 07-21-20 07-28-20 08-06-20 0$-12-20 08-26-20 09-17-2D 09-29-20 i1-07-2 11-24-2 12-02-2 12-08-2 12-17-2 12-30-2 Oi-13-2 O 1-20-2 02-06-2 02-06-2 02-23-2 03-OS-2 03-18-2 03-31-2 06-02-20 07-06-20 09-09-20 12-07-20 oz-ls-zo 02-19-20 Invoice Check #522 Check #567 Check #555 Check #576 Check #577 Check #583 Check #593 Check #599 Check #605 Check #614 Check #619 Check #645 Check #650 Check #654 Check #658 Check #665 Check #670 Check #672 Check #674 Check #686 Check #104 Check #694 Check #695 Check #110 Check #704 Check #716 Check #119 Check # 133 Check #140 Check #151 Check #163 Check #177 Check #202 Check #214 Check #697 SO-30-2008 Check #643 03-06-200 Check #536 04-02-200 Check #101 0~-07-200 Check #532 05-1i-200 Check #552 07-23-200 Check #580 0$-06-200 Check #597 OG-11-200 Check #554 11-24-200 Check #663 13e,~rilxtdon TotaC #~afci 110.00 110.00 40.00 40.00 1.50,00 15E1.OA 91.92 91.92 88.48 88.48 37.15 37.15 40.82 40.82 261.94 261.94 37.10 37.10 40.82 40.82 37.10 37.10 40.82 40.82 37.10 37.10 40.82 40.82 84.98 84.98 37.10 37.10 40.62 40.82 88.48 88.48 37.10 37.10 40.82 40.82 88.48 88.48 37.10 37.10 88.48 88.48 40.82 40.82 40.82 40.82 88.SD 88.50 37.10 37.10 39.79 39.79 37.10 37.10 88.50 88.50 53.61 53.61 77.99 77.99 230.47 230.47 230.47 230.47 77.99 77.99 37.10 37.10 2P.3~7.Ca3 2,377.E 275.00 275.00 276,DD 27~.O~d 7,150.00 7,150.00 5,198.30 5,198.30 3,351.70 3,351.70 4,655.00 4,655.00 4,650.00 4,650.00 2,850.00 2,850.00 27;B~,Ot7 27,55.d:~Q3 263.43 263.43 23<43 7~i3,=1:a 25.00 25.00 2»C3O 2,~.tBCB Borough of Carlisle 03-15-200 Check #542 211.62 211.62 Borough of Carlisle 04-09-200 Check #506 59.64 59.64 Borough of Carlisle 04-16-200 Check #515 5.81 5.81 Borough of Carlisle 04-24-200 Check #519 58.45 58.45 Borough of Carlisle 06-17-200 Check #558 91.85 91.85 Borough of Carlisle 07-21-200 Check #578 125.26 125.26 Borough of Carlisle 08-06-200 Check #594 20.75 20.75 Borough of Carlisle 10-14-200 Check #637 62.25 62.25 635.63 635.x; ~ Capital Foot Specialists 02-25-200 Check #112 105.00 105.00 Capital Foot Specialists 05-06-200 Check #138 60.00 60.00 165,gt4 16 a.~bt7 Carlisle Boro Tax Account 04-09-200 Check #504 2008 personal taxes 4.90 4.90 Carlisle Boro Tax Account 0~}-16-200 Check #513 1,743.11 1,743.11 Carlisle Boro Tax Account 04-09-200 Check #125 920.34 920.34 Carlisle Boro Tax Account 11-13-200 Check #197 4 2, 8 4. 3 9 2,484.39 ^^ RR g~ 2 +R ~, 1.52.®4 ~`1, ~.,,8~.~~ Carlisle Petroleum 03-17-200 Check #543 659.86 659.86 ta58.86 fi59,t#6 Comcast 05-12-200 Check #534 150.78 150.78 S.St1.7 t(~,;'~3 Commonwealth of PA 04-10-200 Check #509 22.50 22.50 Commonwealth of PA 04-10-200 Check #510 22.50 22.50 Commonwealth of PA 06-03-200 Check #546 22.50 22.50 67,50 6:'a50 Country Meadows 07-22-200 Check #579 6,054.00 6,054.00 Country Meadows 0~-05-200 Check #609 6,168.91 6,168.91 Country Meadows 10-08-200 Check #634 4,603.91 4,603.91 Country Meadows 11-07-200 Check #653 4,675.09 4,675.09 Country Meadows 12-OS-200 Check #669 4,643.49 4,643.49 Country Meadows 01-13-200 Check #682 4,841.91 4,841.91 Country Meadows 02-06-200 Check #690 4,747.54 4,747.54 Country Meadows 03-05-200 Check #703 4,697.92 4,697.92 Country Meadows 04-09-200 Check #121 4,631.29 4,631.29 Country Meadows OS-06-200 Check #141 4,972.55 4,972.55 Country Meadows 06-11-200 Check #156 4,888.05 4,888.05 Country Meadows 07-06-200 Check #159 4,892.12 4,892.12 Country Meadows 09-09-200 Check #175 4,916.64 4,916.64 Country Meadows 09-30-200 Check #179 4,954.36 4,954.36 Country Meadows 10-03-200 Check #188 4,907.64 4,907.64 Country Meadows 11-13-200 Check #196 4,920.92 4,920.92 Country Meadows 12-28-200 Check #206 5,652.35 5,652.35 Country Meadows 12-31-200 Check #204 5,652.35 5,652.35 Country Meadows 02-18-201 Check #213 4,865.74 4,865.74 "3a,68.71~ ~s,686.78 Cumberland County Register of 07-03-200 Check #571 15.00 15.00 Wills Custer, Faust & Associates Oil-20-200 Check #134 290.00 290.00 .`x.90.00 29q.fl0 Diversified Appraisal Services 0#-28-200 Check #526 550.00 550.00 Diversiflied Appraisal Services 05-12-200 Check #535 275.00 275.00 Diversified Appraisal Services 0~-29-200 Check #538 275.00 275.00 1Yl.dJt3.&~0 ~.„1CSt7.Fk~a Embarq 03-06-200 Check #539 2.20 2.20 Erika Koperna Erika Koperna Halifax National Bank Halifax National Bank Halifax National Bank Halifax National Bank Halifax National Bank Harrisburg Endoscopy & Surgery Harrisburg Gastroenterology Harrisburg Gastroenterology Herman Plumbing Herndon Borough Herndon Borough Herndon Borough Herndon Borough Herndon Borough Herndon Borough Herndon Borough Hilton's Lock Smith Hilton's Lock Smith Hilton's Lock Smith HT&T Joe McGraw Joe McGraw ]oe McGraw ]oe McGraw ]oe McGraw Joe McGraw John Hume, MD 04-09-200 Check #503 2008 Herndon property taxes 07-28-200 Check #589 04-10-200 Check #508 cashiers check for overdue taxes to Carlisle Tax Borough 11-12-200 Auto deduction 11-10-200 Auto deduction 01-12-201 Auto deduction 01-14-201 Auto deduction 1~-24-200 Check #661 09-29-200 Check #621 11-24-200 Check #660 10-14-200 Check #639 04-24-2 06-30-2 08-06-2 11-07-2 11-24-2 0~-13-2 0$-29-ZO 0~-23-20 1'~-30-20 05-27-20 07-02-20 09-17-20 05-26-20 Og-09-20 10-03-20 Keystone Guardianship -Costs 0#-09- Keystone Guardianship -Costs 0 #-24- Keystone Guardianship -Costs 0 -05- Keystone Guardianship -Costs 0 -05- Keystone Guardianship -Costs 0 -02- Keystone Guardianship -Costs 0 -04- Keystone Guardianship -Costs 0 -04- Keystone Guardianship -Costs 1 -02- Keystone Guardianship -Costs 1~ L-07- Keystone Guardianship -Costs 1 ~-02- Check #520 Check #565 Check #596 Check #655 Check #656 Check #683 Check #696 Check #521 Check #545 Check #109 Check #675 Check #536 Check #570 Check #613 Check #148 Check #176 Check #189 Check #103 Check #507 search fee Check #518 Check #529 Check #547 Check #569 Check #591 Check #608 Check #629 Check #651 Check #668 z.~~ ~.2~ 246.39 246.39 500.35 500.35 74.74 7"46.74.. 2,215.85 2,215.85 9.00 9.00 9.87 9.87 30.00 30.00 .+g ^q~y20.00 q *yp20.00 N.,r[.04n72 2,284.72 480.00 480.00 480.00 480.00 780.00 780.00 4 S4pp0~~0.yp0yy}0q 44 4ggg0pp0.gg0gqYY044 1,14TLd.Vi} sp16:~4d.V£s 133.87 133.87 133.Ei7 .133.87 184.50 184.50 76.50 76.50 76.50 76.50 153.00 153.00 76.50 76.50 61.50 61.50 61.50 61.50 fa~3i?.C90 690.t~S? 265.08 265.08 266.00 266.00 106.38 106.38 637'.46 637.x# 16.00 16.00 3 ~a,00 I1a.~3~i 170.00 170.00 450.00 450.00 180.00 180.00 160.00 160.00 520.00 520.00 YY {^2(~g0{y0.pp0ryry0 -4 B2~(g~0gg0.g@0g4y(0~t ,.C.,6SAil.VV 1,4Af~5j.Lf8f 1,139.52 1,139.52 1.,139,62 1,833.52 45.00 45.00 78.00 78.00 224.78 224.78 280.16 280.16 467.17 467.17 566.62 566.62 279.82 279.82 363.08 363.08 534.92 534.92 341.86 341.86 Keystone Guardianship -Costs 01-06-200 Check #681 184.24 184.24 Keystone Guardianship -Costs 02-03-200 Check #687 121.01 121.01 Keystone Guardianship -Costs 03-04-200 Check #114 566.91 566.91 Keystone Guardianship -Costs 04-07-200 Check #120 731.77 731.77 Keystone Guardianship -Costs 0~-04-200 Check #136 400.33 400.33 Keystone Guardianshlp -Costs OB-06-200 Check #158 111.50 111.50 Keystone Guardianship -Costs 07-06-200 Check #158 158.21 158.21 Keystone Guardianship -Costs 07-31-200 Check #170 118.03 118.03 Keystone Guardianship -Costs 09-03-200 Check #171 16.15 18.15 Keystone Guardianship -Costs 1~-05-200 Check #185 67.59 67.59 Keystone Guardianship -Costs 11-03-200 Check #194 49.52 49.52 Keystone Guardianship -Costs 1$-01-200 Check #201 62.77 62.77 Keystone Guardianship -Costs 01-03-201 Check #207 213.52 213.52 Keystone Guardianship -Costs 0$-04-201 Check #212 111.16 111.16 Keystone Guardianship -Costs 0~-03-201 Check #218 49.33 49.33 ,Z~#~s.~5 0,145>=8a Keystone Guardianshlp -Fees 04-02-200 Check #102 500.00 500.00 Keystone Guardianship -Fees 0$-05-200 Check #529 3,555.50 3,555.50 Keystone Guardianshlp -Fees O~i-OS-200 Check #547 3,207.75 3,207.75 Keystone Guardianship -Fees 0-02-200 Check #569 2,860.00 2,860.00 Keystone Guardianship -Fees 0>$-04-200 Check #591 2,288.00 2,288.00 Keystone Guardianship -Fees 0$-04-200 Check #608 1,319.50 1,319.50 Keystone Guardianship -Fees 1d-02-200 Check #629 2,626.00 2,626.00 Keystone Guardianship -Fees 1~-07-200 Check #651 3,555.50 3,555.50 Keystone Guardianship -Fees 1$-02-200 Check #668 1,781.00 1,781.00 Keystone Guardianship -Fees 01-06-200 Check #681 1,482.00 1,482.00 Keystone Guardianship -Fees OY-03-200 Check #687 1,053.00 1,053.00 Keystone Guardianship -Fees 03-04-200 Check #114 773.50 773.50 Keystone Guardianship -Fees 044-07-200 Check #120 1,842.75 1,842.75 Keystone Guardianship -Fees 0$-04-200 Check #136 1,170.00 1,170.00 Keystone Guardianship -Fees 0$-06-200 Check #158 682.50 682.50 Keystone Guardianship -Fees 09-06-200 Check #158 200.00 200.00 Keystone Guardianship -Fees 0'~-31-2DO Check #170 1,140.75 1,140.75 Keystone Guardianshlp -Fees 0~-03-200 Check #171 200.00 200.00 Keystone Guardianship -Fees 1~-OS-200 Check #185 598.00 598.00 Keystone Guardianship -Fees 11-03-200 Check #194 526.50 526.50 Keystone Guardianship -Fees 1~-01-200 Check #201 1,301.25 1,301.25 Keystone Guardianship -Fees 0~-03-201 Check #207 1,593.75 1,593.75 Keystone Guardianship -Fees 0~-04-201 Check #212 843.75 843.75 Keystone Guardianship -Fees OB-03-201 Check #218 1, 1 4 7 3. 5 1, 1 4 75 3. -- yy ryrygg ry ~ . .:SVp2 J`4»f~ // yy yy ~~yy «:~y.C"TTrd Larry Smoker 0~-26-200 Check #561 cleanup 1,256.55 1,256.55 Larry Smoker 1Q-07-200 Check #631 786.36 786.36 Larry Smoker 1~-07-200 Check #633 2,000.00 2,000.00 Larry Smoker ib-13-200 Check #635 2,000.00 2,000.00 Larry Smoker lip-30-200 Check #641 2 , 0 0 0.00 2, 0 0 0.00 ~'~ gg ~~ gq gq ~~yy OfVYLa93 ryry pp ryry ~~gq LYpVY4.91 Mary Sultzaberger 0 -09-200 Check #505 125.00 125.00 Mary Sultzaberger 0 -OS-200 Check #706 125.00 125.00 ~~ 2597.04 ~SQ.OL2 Melanie Peters 11 OY-23-200 Check #581 purchase of N 75.00 75.00 75.00 75.0917 Mobile X- Ray Imaging 07-06-2p0 Check #165 306.30 306.30 85.30 306.3L~ Moyers G lass 0~-30-200 Check #181 280.00 280.00 Z~~.~c~ ~ta.r~ MS Hershey Med Center 12 -17-200 Check #673 1,403.35 1,403.35 MS Hershey Med Center 12 -30-200 Check #678 1,087.00 1,087.00 MS Hershey Med Center 0 -20-200 Check #105 75.00 75.00 MS Hershey Med Center ~ 0 -20-200 Check #106 1,707.00 1,707.00 MS Hershey Med Center 0 -06-200 Check #693 1,024.00 1,024.00 MS Hershey Med Center 0~ -19-200 Check #700 422.00 422.00 MS Hershey Med Center 0$ -13-200 Check #145 2,153.00 2,153.00 ~ 7,81.35 7,8~1.~~ MSHMC Physicians Group 0 -06-200 Check #692 111.00 111.00 MSHMC Physicians Group 0 -18-200 Check #709 1,935.00 1,935.00 MSHMC Physicians Group 0¢ -09-200 Check #123 1,037.00 1,037.00 MSHMC Physicians Group 0 -13-200 Check #147 1,731.00 1,731.00 MSHMC Physicians Group 0~ -06-2p0 Check #164 707.00 707.00 MSHMC Physicians Group 1 -30-200 Check #191 276.00 276.00 M&T Bank 04 -24-200 Auto 25.00 25.00 ~ deduction 25.00 X5,00 M&T Mortgage 0~ -07-200 Auto 464.13 464.13 deduction M&T Mortgage 0~ , -05-200 Auto deduction 464.13 464.13 M&T Mortgage 11 Op p-05-200 Auto 464.13 464.13 deduction M&T Mortgage 0~ -07-200 Auto 464.13 464.13 deduction M&T Mortgage 0~ -07-200 Auto deduction 464.13 464.13 M&T Mortgage 0~ -OS-200 Auto 464.13 464.13 deduction M&T Mortgage 1~ -06-200 Auto 464.13 464.13 deduction M&T Mortgage 1~ -OS-200 Auto 464.13 464.13 deduction M&T Mortgage 1~ -OS-200 Auto 464.13 464.13 deduction M&T Mortgage 0~ -OS-200 Auto 464.13 464.13 ', deduction M&T Mortgage 0~ -05-200 Auto 464.13 464.13 deduction M&T Mortgage 0~ -05-200 Auto 464.13 464.13 deduction M&T Mortgage 04 -06-200 Auto 464.13 464.13 deduction ~ 0,033.69 6,d~33,69 PA Dept. of Revenue 0 -15-200 Check #128 2007 state taxes 228.00 228.00 PA Dept. of Revenue 0 -15-200 Check #130 2008 state taxes 4,233.00 4,233.00 PA Dept. of Revenue 0 -02-200 Check #154 71.66 71.66 4,532.66 4,532.6~i Pathology Associates 0 -29-200 Check #622 127.00 127.00 Pathology Associates 1 -30-200 Check #646 127.00 127.00 254.Ot1 ~284,~t- Penelec 0 -06-200 Check #537 10.27 10.27 Penelec 0 -24-200 Check #523 12.83 12.83 Penelec 0 -07-200 Check #531 13.19 13.19 Penelec 0 -i1-200 Check #553 13.00 13.00 Penelec 0 -30-200 Check #564 13.64 13.64 Penelec 07-28-200 Check #585 15.81 15.81 Penelec 08-28-200 Check #607 15.91 15.91 Penelec 09-29-200 Check #628 14.31 14.31 Penelec 1Q-30-200 Check #648 11.43 11.43 Penelec 1~-02-200 Check #664 7.99 7.99 Penelec 01-13-200 Check #685 7.99 7.99 Penelec 02-06-200 Check #689 7.97 7.97 Penelec 03-05-200 Check #708 7.96 7.96 Penelec 04-09-200 Check #122 7.96 7.96 Penelec 0~-06-2Q0 Check #139 7.96 7.96 Penelec 0~-02-200 Check #150 7.96 7.96 Penelec 0~'-06-200 Check #162 14.33 14.33 Penelec 09-09-200 Check # 172 9.57 9.57 Penelec 1~-OS-200 Check #186 7.96 7.96 Penelec 11-13-200 Check #195 7.96 7.96 Penelec 0~-07-201 Check #210 7.96 7.96 22~.g6 22~.~~a Penn Dot 04-23-200 Check #517 22.50 22.50 22.51~ ~2x5C5 Penny Davis, Tax Collector 04-16-200 Check #514 358.41 358.41 Penny Davis, Tax Collector 0~-28-200 Check #582 173.00 173.00 Penny Davis, Tax Collector 0~-28-200 Check #587 1,044.68 1,044.68 Penny Davis, Tax Collector 0$-18-200 Check #714 370.66 370.66 ~,~3zb~a. ~ * 4.,~3~~eS„~~~ Philhave n 02-19-200 Check #699 490.00 490.00 Philhave n 04-20-200 Check #132 42.89 42.89 Philhaven 0$-13-200 Check #142 45.67 45.67 528.x~~ x:78.x~r Pinnacle Health 04-02-2U0 Check #105 217.00 217.00 Pinnacle Health OB-08-200 Check #548 73.00 73.00 Pinnacle Health 0'~-29-200 Check #623 222.00 222.00 Pinnacle Health 10-30-200 Check #649 400.00 400.00 Pinnacle Health 0~-09-200 Check #124 59.00 59.00 Pinnacle Health 1~-03-200 Check #187 59.00 59.00 i,C330,tB(5 1.,t~30.€34~ Pinnacle Health Emergency 0~-29-200 Check #624 451.00 451.00 Pinnacle Health Emergency 0~-13-200 Check #684 234.00 234.00 685900 68x,00 Pinnacle Health Hospitals 0~-29-200 Check #625 64.00 64.00 Pinnacle Health Hospitals 09-29-200 Check #626 56.00 56.00 Pinnacle Health Hospitals 0~-29-200 Check #627 1,104.00 1,104.00 Pinnacle Health Hospitals 1~-30-200 Check #647 3,066.00 3,066.00 Pinnacle Health Hospitals 31-07-200 Check #651 253.00 253.00 Pinnacle Health Hospitals 1~-24-200 Check #659 44.00 44.00 Pinnacle Health Hospitals 1~-30-200 Check #679 44.00 44.00 Pinnacle Health Hospitals 1~-30-200 Check #680 44.00 44.00 Pinnacle Health Hospitals 0 -06-200 Check #691 190.00 190.00 Pinnacle Health Hospitals 0 -19-200 Check #701 59.00 59.00 Pinnacle Health Hospitals 0 -23-200 Check #111 59.00 59.00 Pinnacle Health Hospitals 0 -OS-200 Check #705 59.00 59.00 Pinnacle Health Hospitals 0 -20-200 Check #135 78.00 78.00 Pinnacle Health Hospitals 0 -13-200 Check #143 59.00 59.00 Pinnacle Health Hospitals 0 -11-200 Check #157 59.OD 59.00 5,238.CI0 ry2~£t.t}~~ Pinnacle Health Med Services 12-02-200 Check #666 108.00 108.00 12-30-200 Check #677 73.00 73.00 Pinnacle Health Med Services 03-18-200 Check #710 415.00 415.00 Pinnacle Health Med Services 05-13-200 Check #144 54.00 54.00 PPL 03-06-200 Check #538 122.14 122.14 PPL 03-31-200 1 106.40 106.40 PPL 04-10-200 Check #511 120.89 120.89 PPL 04-16-200 Check #516 90.22 90.22 PPL 0~-28-200 Check #527 83.65 83.65 PPL 0-12-200 Check #533 74.32 74.32 PPL 0~-29-200 Check #541 46.32 46.32 PPL 0~-08-200 Check #549 60.29 60.29 PPL 0~-30-200 Check #562 27.36 27.36 PPL 0~'-21-200 Check #573 60.79 60.79 PPL 0~-21-200 Check #574 5.71 5.71 PPL Offi-12-200 Check #598 59.05 59.05 PPL O~J-11-200 Check #612 60.79 60.79 PPL SO-14-200 Check #638 50.09 50.09 PPL 1i-24-200 Check #657 33.48 33.48 PPL OS-20-200 Check #103 18.62 18.62 PPL 02-19-200 Check #698 16.08 16.08 PPL 03-18-200 Check #713 22.35 22.35 PPL 04-20-200 Check #131 8.31 8.31 PPL 0~5-13-200 Check #146 8.31 8.31 PPL 0'7-06-200 Check #160 8.31 8.31 PPL OZ-23-200 Check #169 8.41 8.41 PPL 09-09-200 Check #173 8.31 8.31 PPL 0~-30-200 Check #182 8.41 8.41 PPL 10-30-200 Check #192 8.41 8.41 PPL 11-24-200 Check #198 8.31 8.31 PPL 12-28-200 Check #205 8.31 8.31 PPL 01-28-201 Check #211 8.36 8.36 PPL 0~-18-201 Check #217 8.45 8.45 i.y15$7,4~ ~.,. ~,J~e~ Quantum Imaging 10-14-200 Check #640 234.00 234.00 234.C1CI ?.~~.€1C4 Recorder Office 09-26-200 Check #617 39.00 39.00 ~~e41{} ~~.€~~S Register of Wills 05-28-200 Check #537 30.00 30.00 Register of Wills 06-17-200 Check #556 15.00 15.00 Register of Wills 05-17-200 Check #557 15.00 15.00 Register of Wills Offi-12-200 Check #600 15.00 15.00 Register of Wills 06-13-200 Check #602 15.00 15.00 Register of Wills 1~-06-200 Check #630 15.00 15.00 Register of Wills 1k-30-200 Check #101 15.00 15.00 Register of Wills 02-27-200 Check #113 15.00 15.00 Register of Wills 04}-14-200 Check #126 15.00 15.00 Riverside Anesthesia 1~-30-200 Check #193 490.00 490.00 49[}.04 49C}.CPd1 Robert Wise 0~-26-200 Check #618 1,000.00 1,000.00 Robert Wise 1~-07-200 Check #632 2,000.00 2,000.00 Robert Wise 1~-13-200 Check #636 2,000.00 2,000.00 Robert Wise 14-30-200 Check #642 2,000.00 2,000.00 Robert Wise ., _~ _y ,.,.-- OP-23-200 Check #108 1,050.00 1,050.00 OZ-27-200 Check #702 1,050.00 1,050.00 ~,t9.f3f9 ~3,~~kt7<~Cd Roger M. Morganthal 04-10-200 Check #512 273.00 273.00 '~ 273,00 ~~:73<42{1 See Right Pharmacy OQ-02-2Q0 Check #104 139.29 139.29 See Right Pharmacy 04-09-200 Check #501 61.87 61.87 See Right Pharmacy 05-07-2Q0 Check #530 45.29 45.29 See Right Pharmacy OB-11-200 Check #551 45.45 45.45 See Right Pharmacy 0~-03-2Q0 Check #572 45.39 45.39 See Right Pharmacy Oi~-06-2Q0 Check #592 35.58 35.58 772.E 3720~~ Shaffer & Engfe, Attys 0~-18-2Q0 Check #616 15.00 15.00 Shaffer & Engle, Attys 0~-30-200 Check #180 54.00 54.00 Shaffer & Engle, Attys 0~-18-201 Check #216 618.24 618.24 fx87.~~4 $s"~37.?~§ Smigel, Anderson & Sacks 0$-29-2Q0 Check #540 880.00 880.00 Smigel, Anderson & Sacks 06-30-200 Check #566 1,083.16 1,083.16 Smigel, Anderson & Sacks Op-13-2Q0 Check #601 1,610.00 1,610.00 Smigel, Anderson & Sacks 0$-ZO-2Q0 Check #604 1,150.00 1,150.00 Smigel, Anderson & Sacks 03-18-200 Check #715 467.50 467.50 Smigel, Anderson & Sacks OB-02-200 Check #152 1,987.70 1,987.70 Smigel, Anderson & Sacks 07-06-2Q0 Check #166 625.00 625.00 Smigel, Anderson & Sacks 07-23-200 Check #167 169.50 169.50 Smigel, Anderson & Sacks 07-23-2Q0 Check #168 09/10 real estate tax 382.19 382.19 Smigel, Anderson & Sacks 09-30-2Q0 Check #184 251.72 251.72 Smigel, Anderson & Sacks 11-25-2Q0 Check #200 619.81 619.81 ;2z6„~ ~~~~.~ Smith Radiology 09-09-200 Check #178 25.00 25.00 25.00 ~.0d} South Central EMS 03-18-2Q0 Check #712 650.00 650.00 f~Sp.Otl ~~a~#.CD#~ Stephen Hfetsch, Tax Collector 07-28-2Q0 Check #586 2,112.33 2,112.33 2,1.1.2..33 :'L,1~2.33 The Morrison Associates 08-20-200 Check #603 110.00 110.00 110,tBp 1. t£3,QI7 The Sentinel 03-31-200 Check #116 502.60 502.6 0 ~~~.~~ ~~ ax BCS,e ., gg gg Ty-Ara Inc. 05-29-200 Check #539 181.00 181.00 1.t31.~9Q 1731 e~it3 UGI 03-06-200 Check #540 255.01 255.01 UGI 03-06-2Q0 Check #541 2,070.42 2,070.42 UGI 04-24-200 Check #524 243.67 243.67 UGI 04-25-200 Check #525 281.45 281.45 UGI 04-30-2p0 Check #528 137.00 137.00 UGI 05-29-2Q0 Check #542 62.68 62.68 UGI 05-29-200 Check #543 102.76 102.76 UGI 06-25-2Q0 Check #559 49.16 49.16 UGI 0~-30-200 Check #563 39.09 39.09 UGI 0~-21-210 Check #575 13.35 13.35 UGI 0~-28-2~0 Check #584 43.72 43.72 UGI 0~-26-2~0 Check #606 41.90 41.90 UGI 09-29-2Q0 Check #620 41.90 41.90 UGI 1Q-30-2Q0 Check #644 30.96 30.96 UGI 12-02-2Q0 Check #667 9.05 9.05 UGI 12-30-200 Check #676 9.05 9.05 . . 02-06-200 Check #688 9.05 9.05 UGI 03-OS-200 Check #707 9.05 9.05 UGI 03-31-200 Check #118 9.05 9.05 UGI 05-06-200 Check #137 9.04 9.04 UGI 06-02-2p0 Check #149 9.04 9.04 UGI 07-06-200 Check # 161 9.04 9.04 UGI 09-09-2q0 Check #174 18.19 18.19 UGI 09-30-200 Check # 183 9.04 9.04 UGI SO-30-200 Check #190 9.04 9.04 UGI 11-25-200 Check #199 9.05 9.05 UGI 01-07-201 Check #208 9.05 9.05 UGI 02-18-201 Check #215 9.05 9.05 3,548.86 3,548.T1~a Union Deposit Anethesia 11-24-200 Check #662 250.00 250.00 25dI.t1~} ~5C7,87$7 US Treasury 04-15-200 Check #127 2007 Federal taxes 4,405.00 4,405.00 US Treasury 04-15-200 Check #129 2008 Federal taxes 8,437.00 8,437.00 US Treasury Ofo-02-2b0 Check #153 penalty on 2007 federal taxes 1,490.59 1,490.59 '~ 14,332.59 14,332.~~3 Vickie Rice, Tax Collector 03-31-2~0 Check #117 117.28 117.28 11728 11"7, 78 West Perry School District 07-28-2p0 Check #588 382.19 382.19 3$2,39 3€3'~.I9 ~'~4,g27.79 ~"r'4,8:9~'7,.~' AP Transaction Vendor Invoice. AJeely Property Sales Inventory Vale Willow Street $ 97,250.Q0 Bedford Street $ 73,990.80 Spring Road $ 109,660.80 Lost Lane $ 72,685.80 Herndon $ 8,~50.a0 $ 362,335.010 Advance Settlement Gain or Sale Price Taxes Expense Loss $ 110,000.00 $ 249.30 $ 7,580.57 $ 12,750.00 $ 57,000.00 $ 190.19 $ 4,459.48 $ (16,990.00) $ 80,000.00 $ 427.26 $ 825.00 $ (29,660.00) $ 100,000.00 $ 191.10 $ 2,080.00 $ 27,315.00 $ 12,000.00 $ 172.36 $ 2,270.00 $ 3,250.00 $ 359,000.00 $ 1,230.21 $ 17,215.05 $ (3,335.00) Gnardianshipj Services April 20, 2009 Glenda Farner Strasbaugh Register of Wills 1 Courthouse Square Carlisle, PA 17013 RE: Janette N 21-08-00 Dear Ms. Strasbaugh: Enclosed are the fol 1.) Annual Report of Guard March 5, 2008 to March 5, 2.) A check in the amount 3.) A prepaid envelope for If you are in need of a Sincerely, Melanie Peters Enclosures PO Box 804 Elizabethville Pa 17oz3 717-674-5757 'Fax: 717-362-3381 CONSTANCESTONEROAD Connie@keystoneguardianship.com MICHELLE DREIBELBIS Shelley@keystoneguardianship.com MELANIE PETERS meJanie@keystoneguardianship.com with regard to the Janette Neely Guardianship: of the Estate and Guardian of the person for the period of 0; 1 -original and 1- copy to be stamped and returned. 15.00 for the filing fee. return of the time-stamped copy of the report. ~itional information for this filing; please contact us. III ~I I ~I ru d i. r ~ ~ ~} ca ~~ - , c-: I ,,~ ~ ~, c'r ~ u, cis ~ I a N '";' rn ~ ~ ro . J C625~'v~7356329 r~. OIWrnMO y~E Nad~oNrOe'8 ~J~NIL yU ~aN~7 ~~LL~ 7LL ~_ ~ '~ ~ M - to ~ ~ ~ M +-~ ~' M fn cn fn ~ L = O N~- ~t~ ~ ~ ~ to LL ~=Q m ~'C N - ~ N ~ ~ ~ a~"i U m` C~ ~ ~ (~