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Home My WebLink About07-07-10 i ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Joseph M. Feldish No. 2006-411 - ~ ~ ; ~ f~- ~~ ~ ~ :; ~ 4.' :: +~'~ ~' an Incapacitated Person I. INTRODUCTION GOOD NEWS CONSULTING, Inc. ,was appointed ^ Plenary ^ Limited Guardian of the Estate by Decree of M.L. Ebert , Jr. ~ J , dated July 5, 2006 ~ A. This is the Annual Report for the period from July 6, ~ 2009 to JuIX 5, 2010 (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: l . 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 G-0? rev. 10.13.OG Page 1 of 5 Estate of Joseph M. Feldish II. 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? An Incapacitated Person $ 2,264.33 $ 500.00 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 $ 500.00 2. Income $ 5,528.05 3. Total of Principal and Income III. ADDITIONAL INFORMATION (If mare 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.): Property located in Schuylkill County Appraised at $500 6,028.05 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? ........ ^ Yeas ^ No Form G-f12 rev. I x.13.06 Page 2 of 5 Estate of Joseph M. Feldish b. List purpose and amount of expenditures: An Incapacitated Person 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? ................ ^ Yes ^ No b. State the sources and amounts of the additional principal received: B. Income State sources and amounts of income received during the Report Period (e.g., Social Security, pension, rents, etc.): Social Security (Manor Care Carlisle is REP.PAYEE} $1193.00 per month Total income received during Report Period: ~ 0.00 Form G-(J2 rev. 1 x.13.116 Page 3 of 5 Estate of Joseph M. Feldish , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Resident Trust Fund held at Manor Care Carlisle- 1st quarter 2010 balance= $1580.02 Metro Bank checking account xxx2746 5/23/10 bank statement balance= $3948.03 ____~--~ 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.): ~fhe nursing home receives all income and disburses all expenses. 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 1,200.00 $100 per month as per DPW regulations Court Approval obtained /[] Yes [] No ^ Yes ^ No Form c-o2 rev. 10.13.06 Page 4 of 5 Estate of Joseph M. Feldish An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained ^ 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. July 5, 2010 ~'~ C~ /~~ Date Signature of Guardian of the state GOOD NEWS CONSULTING, Inc. Name of Guardian of the Estate (type or print) 140 Roosevelt Ave. Suite 206 Address York, PA 17401 City. State, Zip (717) 843-1504 Telephone Fonn G-OZ rev. 10.13.06 Page 5 of 5 ETRO BANK >D115D 6376000 001 092140 JOSEPH FELDISH 140 ROOSEVELT AVE SUITE 206 YORK PA 17404 Metro Bank 3801 Paxton Street Harrisburg PA 17111-1418 1-888-937-0004 mymetrobank.com We're here 7 days a week, 24 hours a day at 1-888-937-0004. 50 PLUS CHECKING 0538482'46 Statement Balance as of 04125!1 a _ $3,948.46 Plus Deposits: and-Other Credits $0.00 .pass 1 Checks and Other: Debits $0.88 .Plus Interest Paid `$0.45 Statement Balance as of 05/23Ma $3,948.03 Transactions By Date Date Description Debit Credit Balance 05/04L10 CHECK # .104 $0.88 $3,847.58 - 05/23/10 INTEREST PAYMENT $0.45 $3,948.03 Check Transactions Number Date Amount Number Date Amount Number Datc: Amount a4 o5<aa $as8 , Items denoted with an "E" are electronic entries and will not have a check image. Items denoted with an "'" indicate processed checks out of sequence. Interest Summary Beginning Interest Rate 0:15% Number of Days in this Statement Period yg .interest Earned this Statement Period $0:45 Annual Percentage Yield Earned this Statement. Period ~APY) 0.15% Interest Paid Yearto:Date $2.69 Fees Summary -- -- --- Overdraft Fees this Statement'P®riod $a,00` Overdraft Fees Year to Date $0.00 Returned Item Fees this-Statement Period::.: $OAO Returned Item Fees Year to Date $0.00 The Fees Summary above does not reflect any refunded or waived items credited to your account. 23 Cycle Page 1 of 6 ~aFr~~~~-~c,!_~ AAamhar Frllr: The Managing Trustees HCR ManorCare Resident Personal 'Trust Fund 5th floor Resident Trust Statement 01 /01 /2010 Through 03/31 /2010 04/29/2010 02:1 1 PM pate 1 Legal Rep resentative Resident # 26]79 Feldish, Joseph Feldish, Jo seph Country Meadows of West Shore Mechanicsburg PA 17055 Bank: M & T Bank Acct #: 374088153 i Admit: 8/21 /2006 10:30:00 ~~ Dis~n: Beginning Balance $1,445.21 Date Description Check# Withdrawals Deposits Balance Trans ID 01/04/2010 SSI 1/10 $1,193.00 $2,638.21 33321 01/04/2010 Private Portion 1/10 3271 $1,048.19 $1,590.02 33342 01!06/2010 guardianship tee 3275 $100.00 $1,490.02 33423 01(31 /2010 Interest $0. l 2 $1,490.1 ~l 33863 01 /31 /2010 Service Charge $0.00 $1,490.14 33864 02/03/2010 SSI 2l 10 $1,193.00 $2,683.14 33740 02!03/2010 Private Portion 2/10 3308 $1,048.19 $1,634.95 33764 02/03/2010 guardianship fee 3309 $100.00 $1,534.95 33769 02/28/2010 Interest $0.12 $1,535.07 34163 02/28/2010 Service Charge $0.00 $],535.07 34164 03/03/2010 SSI 3110 $1,193.00 $2,728.07 34060 03/03/2010 Private Portion ~/10 3337 $1,048.19 $1,679.88 34073 03/08!2010 guardianship fee 3341 $100.00 $1,579.88 341 13 03/31/2010 Interest $0.14 $1,580.02 34547 03!31 /2010 Service Charge $0.00 $1,580.02 34548 Ending Balance $1,580.02 This is not a bill M & T Bank 3740881 S~~ 1