HomeMy WebLinkAbout08-25-10ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Jean A. Wolfe
No. 21-07-1018
I. INTRODUCTION
Glenn C. Thompson
/®Plenary (~ Limited Guardian of the Estate by Decree of
dated December 19, 2007
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an Incapacitated Person
was appointed
J. Wesley Oler, Jr. J
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A. This is the Annual Report for the period from ,
to (the "Report Period"); or
~~~~ December 19 20C17
** ~ B. This is the Fina eport for the period from ,
to March 25 a 2010 (the "Report Period"), and is filed
for the following reason:
1. The death of the Incapacitated Person. Date of death: March 2~, 2010
Name of Personal Representative: Glenn C. Thompson
2. The Guardianship was terminated by the Court by Decree of
J., dated
**This is a "First and Final Report", being a period from December 19, ?007, the date of the Final Decree, and March 2~, ?010,
the date of death of Jean A. Wolfe. Glenn C. Thompson, who was appointed as Plenary Guardian of the Person and of the Estate,
is also the Executor named under the Last Will and Testament of Jean A. Wolfe. The Estate of Jean A. Wolfe is represented by
James D. Bogar, Esquire and Jennifer B. Hipp, Esquire. James D. Bogar, Esquire and Jennifer B. Hipp, Esquire have been
requested to complete, prepare and file the within First and Final Report of the Guardian of the Estate, given that the attorney
previously engaged to prepare the Annual Report had not completed same prior to the date of death of Jean A. Wolfe.
Form G-02 ~-ev, 10.13.06 Page 1 of 5
._..
__ ~
Estate of
Jean A. Wolfe _ , An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 523,931.33
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.) $ 513,931.33
C. What is the total amount of income earned during the
Report Period? $ 43,451.29
D. What is the total amount of income and principal
spent for all purposes during the Report Period? ~ 275, b43.00*
*This figure is for e~euses
l
i
E. What are the balances remainin at the end of the Re ort
g p nc
only & does not
ude
adjustments in ~nves anent
Period? accounts, l.e. losses.
1. Principal $
2. Income $
3. Total of Principal and Income $ 273,528.78 _
III. ADDITIONAL INFORMATION
(If nzo~e space is needed, please attach additional pages.)
A. Principal
1. How is the principal balance listed above currently
invested? (P-lease specify, e.g., real estate,
certificates of deposit, restricted bank accounts, etc.):
PNC Investments (restricted investment account) and restricted bank
accounts.
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? ........ ~/ Yes ^ No
Fo,-n~ c-o? r-~. ~o.r~.o6 Page 2 of 5
Estate of
Jean A. Wolfe
An Incapacitated Person
b. List purpose and amount of expenditures:
See Attachment A
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
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
Social Security ~ 22, 476.00
PNC Investments (interest, etc.) $ 11,498.53
PNC Bank (interest earned in checking account) ~ 3 , 476.76
Total income received during Report Period:
$ 43,451.29
Foy-„~ c-o? ~-ev. ~o.l~.06 Page 3 of 5
Estate of Jean A. Wolfe , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
PNC Investments (restricted investment account) and restricted bank
accounts.
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.):
See Attactment B.
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.)
See Attacrment C.
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Coin°t
Amount Method of Determination Apps°oval Obtained
N/A Q Yes Q No
Yes [~ No
Form c-o? rev. 10.13.06 Page 4 of 5
Estate of Jean A. Wolfe , An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amount
R. Mark Thomas, Esquire $3, 005.86, for
preparation of C~ardianship Petition
Couf~t
Apps°oval Obtained
Q Yes Q No
0 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. §~3.9~
relative to unsworn falsification to authorities. -~, ~ ~ ~ ''
Date '',S`igna ~e of'Guardian o 'the Estate""___
Glenn C. Thompson
Name of Guardian of the Estate (type or print)
9 Morari Drive
Address
Dillsburg, PA 17019
City, State, Zip
(717) 432-2305
Telephone
Form G-02 rev. 10.13.06 Page 5 of 5
Attachment A
List of Expenditures
Date Payee Purpose Amount
1 /4/08 R. Mark Thomas, Esq. Attorney fees for $ 3,005.86
Guardianship Petition
1/11/08 Highmark Blue Shield Quarterly Insurance Premium $ 472.00
1/11/08 Church of God Home Nursing Home Care $51,366.85
1/25/08 Continuing Care RX Prescriptions $ 3,932.30
2/7/08 Church of God Home Nursing Home (Feb. 08) $ 6,722.64
3/1/08 Continuing Care RX Prescriptions $ 458.19
3/10/08 Church of God Home Nursing Home (Mar. 08) $ 7,134.05
3/25/08 Continuing Care RX Prescriptions $ 4 ,73.30
4/8/08 Church of God Home Nursing Home Care (Apr. 08) $ 6,916.28
4/10/08 U.S. Treasury 2007 Personal Income Tax $ 26.00
4/10/08 PA Dept. of Revenue 2007 Personal Income Tax $ 331.00
4/10/08 Jeff Patakis 2007 Personal Income Tax Prep. $ 50.00
4/10/08 PA Dept. of Revenue 1st Qtr. 2008 Estimated Tax $ 79.00
4/11/08 Highmark Blue Shield Quarterly Insurance Premium $ 472.00
4/17/08 Continuing Care RX Prescriptions $ 473.30
5/1/08 Philhaven Fee for Evaluation $ 150.00
5/ 11 /08 Church of God Home Nursing Home Care (May 08) $ 7,181.65
5/23/08 Continuing Care RX Prescriptions $ 581.65
6/6/08 PA Dept. of Revenue 2nd Qtr.2008 Estimated Tax $ 79.00
6/10/08 Church of God Home Nursing Home Care (Jun. 08) $ 6,923.03
6/20/08 Continuing Care RX Prescriptions $ 607.99
6/26/08 PNC Investments Quarterly Advisory Fee $ 1,001.38
7/8/08 Church of God Home Nursing Home Care (Jul. 08) $ 7,166.46
7/28/08 Highmark Blue Shield Quarterly Insurance Premium $ 472.20
8/6/08 Church of God Home Nursing Home Care (Aug. 08) $ 7,238.20
9/7/08 Church of God Home Nursing Home Care (Sept. 08) $ 6,934.59
9/7/08 PA Dept. of Revenue 3rd Qtr. 2008 Estimated Tax $ 79.00
9/12/08 Continuing Care RX Prescriptions $ 478.71
9/26/08 PNC Investments Quarterly Advisory Fee $ 870.50
10/5/08 Church of God Home Nursing Home Care (Oct. 08) $ 7,178.53
10/9/08 Highmark Blue Shield Quarterly Insurance Premium $ 472.20
10/24/08 Continuing Care RX Prescriptions $ 478.71
11/6/08 Church of God Home Nursing Home Care (Nov. 08) $ 6,871.98
11 /8/08 Continuing Care RX Prescriptions $ 537.94
12/8/08 Church of God Home Nursing Home Care (Dec. 08) $ 7,193.35
12/11/08 Alex Spasic, MD Medical Care $ 10.70
12/11/08 Continuing Care RX Prescriptions $ 478.71
12/29/08 PNC Investments Quarterly Advisory Fee $ 605.37
1 /9/09 West Shore EMS Medical Transport $ 119.97
1/1/09 Highmark Blue Shield Medigap Insurance $ 488.85
1 / 10/09 Continuing Care RX Prescriptions $ 1,C-22.79
1/10/09 Church of God Home Nursing Home Care (Jan. 09) $ 7,565.94
1/10/09 PA Dept. of Revenue 4th Qtr. 08 Estimated Taxes $ 79.00
1 / 16/09 Malpezzi Funeral Home Prepaid Funeral $ 10,2:50.00
1 /21 /09 Highmark Blue RX Prescription Coverage $ 98.20
2/14/09 Church of God Home Nursing Home Care (Feb. 09) $ 6,715.12
2/14/09 Continuing Care RX Prescriptions $ 74.67
2/ 17/09 Highmark Blue RX Prescription Coverage $ 49.10
3/7/09 Church of God Home Nursing Home Care (Mar. 09) $ 7,470.90
3/19/09 Highmark Blue RX Prescription Coverage $ 86.70
3/27/09 PNC Investments Quarterly Advisory Fee $ ,711.45
4/2/09 Jeff Patakis 2009 Personal Income Tax Prep. $ 100.00
4/2/09 PA Dept. of Revenue 1st Qtr. 09 Estimated Tax $ 53.00
4/15/09 Church of God Home Nursing Home Care (Apr. 09) $ 7,198.37
4/17/09 Highmark Blue Shield Medigap Insurance $ 488.85
4/17/09 Continuing Care RX Prescriptions $ 139.34
4/20/09 Highmark Blue RX Prescription Coverage $ 58.50
5/7/09 Church of God Home Nursing Home Care (May 09) $ 7,466.73
5/12/09 Continuing Care RX Prescriptions $ 74.67
5/18/09 Highmark Blue RX Prescription Coverage $ 58.50
6/10/09 PA Dept. of Revenue 2nd Qtr. 09 Estimated Tax $ 55.00
6/10/09 Church of God Home Nursing Home Care (Jun. 09) $ 7,222.82
6/10/09 Continuing Care RX Prescriptions $ 49.67
6/22/09 Highmark Blue RX Prescription Coverage $ 58.50
6/26/09 PNC Investments Quarterly Advisory Fee $ 813.15
7/6/09 Church of God Home Nursing Home Care (Jul. 09) $ 7,470.74
7/10/09 Highmark Blue Shield Quarterly Insurance Premium $ 488.85
7/19/09 Continuing Care RX Prescriptions $ 74.67
7/19/09 Highmark Blue RX Prescription Coverage $ 58.50
8/10/09 Church of God Home Nursing Home Care (Aug. 09) $ 7.465.48
8/17/09 Continuing Care RX Prescriptions $ 102.21
8/19/09 Highmark Blue RX Prescription Coverage $ 58.50
9/3/09 Church of God Home Nursing Home Care (Sept. 09) $ 7,223.22
9/11/09 PA Dept. of Revenue 3rd Qtr. 09 Estimated Tax $ 55.00
9/11/09 Continuing Care RX Prescriptions $ 37.04
9/18/09 Highmark Blue RX Prescription Coverage $ 58.50
9/28/09 PNC Investments Quarterly Advisory Fee $ 898.11
10/9/09 Continuing Care RX Prescriptions $ 37.78
10/10/09 Church of God Home Nursing Home Care (Oct. 09) $ 7,709.33
10/15/09 Highmark Blue Shield Quarterly Insurance Premium $ 448.85
10/16/09 Highmark Blue RX Prescription Coverage $ 58.50
11 / 11 /09 Church of God Home Nursing Home Care (Nov. 09) $ 7,240.69
11 / 11 /09 Continuing Care RX Prescriptions $ 3 7.17
11/18/09 Highmark Blue RX Prescription Coverage $ 58.50
12/8/09 Church of God Home Nursing Home Care (Dec. 09) $ 7,425.26
12/8/09 Continuing Care RX Prescriptions $ 47.21
12/26/09 Highmark Blue RX Prescription Coverage $ 60.70
12/29/09 PNC Investments Quarterly Advisory Fee $ 971.67
1 / 10/ 10 PA Dept. of Revenue 4th Qtr. 09 Estimated Tax $ 5 5.00
1/11/10 Highmark Blue Shield Quarterly Insurance Premium $ 537.30
1/11/10 Church of God Home Nursing Home Care (Jan. 10) $ 7,709.33
1/12/10 Continuing Care RX Prescriptions $ 235.41
1/22/10 Highmark Blue RX Prescription Coverage $ 60.70
2/8/10 Continuing Care RX Prescriptions $ 173.67
2/8/10 Church of God Home Nursing Home Care (Feb. 10) $ 6,898.95
2/20/10 Highmark Blue RX Prescription Coverage $ 60.70
3/7/10 Continuing Care RX Prescriptions $ 59.37
3/8/10 Church of God Home Nursing Home Care (Mar. 10) $ 7,630.98
3/20/10 Highmark Blue RX Prescription Coverage $ 60.70
TOTAL $275,643.00
Attachment B
Expenses for Care and Maintenance
Date Payee Purpose Amount
1 / 11 /08 Highmark Blue Shield Quarterly Insurance Premium $ 472.00
1 / 11 /08 Church of God Home Nursing Home Care $ 51,366.85
1/25/08 Continuing Care RX Prescriptions $ 3,932.30
2/7/08 Church of God Home Nursing Home (Feb. 08) $ 6,722.64
3/1/08 Continuing Care RX Prescriptions $ 458.19
3/10/08 Church of God Home Nursing Home (Mar. 08) $ 7,134.05
3/25/08 Continuing Care RX Prescriptions $ 4?3.30
4/8/08 Church of God Home Nursing Home Care (Apr. 08) $ 6,9 ].6.28
4/ 11 /08 Highmark Blue Shield Quarterly Insurance Premium $ 472.00
4/17/08 Continuing Care RX Prescriptions $ 473.30
5/1/08 Philhaven Fee for Evaluation $ 150.00
5/ 11 /08 Church of God Home Nursing Home Care (May 08) $ 7,181.65
5/23/08 Continuing Care RX Prescriptions $ 581.65
6/ 10/08 Church of God Home Nursing Home Care (Jun. 08) $ 6,923.03
6/20/08 Continuing Care RX Prescriptions $ 607.99
7/8/08 Church of God Home Nursing Home Care (Jul. 08) $ 7,166.46
7/28/08 Highmark Blue Shield Quarterly Insurance Premium $ 472.20
8/6/08 Church of God Home Nursing Home Care (Aug. 08) $ 7,238.20
9/7/08 Church of God Home Nursing Home Care (Sept. 08) $ 6,934.59
9/12/08 Continuing Care RX Prescriptions $ 478.71
10/5/08 Church of God Home Nursing Home Care (Oct. 08) $ 7,178.53
10/9/08 Highmark Blue Shield Quarterly Insurance Premium $ 472.20
10/24/08 Continuing Care RX Prescriptions $ 478.71
11/6/08 Church of God Home Nursing Home Care (Nov. 08) $ 6,871.98
11/8/08 Continuing Care RX Prescriptions $ 537.94
12/8/08 Church of God Home Nursing Home Care (Dec. 08) $ 7,1.93.35
12/11/08 Alex Spasic, MD Medical Care $ 10.70
12/11/08 Continuing Care RX Prescriptions $ 478.71
1 /9/09 West Shore EMS Medical Transport $ 119.97
1/1/09 Highmark Blue Shield 1Vledigap Insurance $ 488.85
1 / 10/09 Continuing Care RX Prescriptions $ 1,022.79
1/10/09 Church of God Home Nursing Home Care (Jan. 09) $ 7,565.94
1 /21 /09 Highmark Blue RX Prescription Coverage $ 98.20
2/14/09 Church of God Home Nursing Home Care (Feb. 09) $ 6,715.12
2/14/09 Continuing Care RX Prescriptions $ 74.67
2/17/09 Highmark Blue RX Prescription Coverage $ 49.10
3/7/09 Church of God Home Nursing Home Care (Mar. 09) $ 7,470.90
3/19/09 Highmark Blue RX Prescription Coverage $ 86.70
4/15/09 Church of God Home Nursing Home Care (Apr. 09) $ 7,198.37
4/17/09 Highmark Blue Shield Medigap Insurance $ 488.85
4/17/09 Continuing Care RX Prescriptions $ 139.34
4/20/09 Highmark Blue RX Prescription Coverage $ 58.50
5/7/09 Church of God Home Nursing Home Care (May 09) $ 7,466.73
5/12/09 Continuing Care RX Prescriptions $ 74.67
5/18/09 Highmark Blue RX Prescription Coverage $ 58.50
6/10/09 Church of God Home Nursing Home Care (Jun. 09) $ 7,222.82
6/10/09 Continuing Care RX Prescriptions $ 49.67
6/22/09 Highmark Blue RX Prescription Coverage $ 58.50
7/6/09 Church of God Home Nursing Home Care (Jul. 09) $ 7,470.74
7/10/09 Highmark Blue Shield Quarterly Insurance Premium $ 488.85
7/19/09 Continuing Care RX Prescriptions $ 74.67
7/19/09 Highmark Blue RX Prescription Coverage $ 58.50
8/10/09 Church of God Home Nursing Home Care (Aug. 09) $ 7.465.48
8/17/09 Continuing Care RX Prescriptions $ 102.21
8/19/09 Highmark Blue RX Prescription Coverage $ 58.50
9/3/09 Church of God Home Nursing Home Care (Sept. 09) $ 7,223.22
9/11/09 Continuing Care RX Prescriptions $ 37.04
9/18/09 Highmark Blue RX Prescription Coverage $ 58.50
10/9/09 Continuing Care RX Prescriptions $ 37.78
10/10/09 Church of God Home Nursing Home Care (Oct. 09) $ 7,709.33
10/15/09 Highmark Blue Shield Quarterly Insurance Premium $ 448.85
10/16/09 Highmark Blue RX Prescription Coverage $ 58.50
11 / 11 /09 Church of God Home Nursing Home Care (Nov. 09) $ 7,240.69
11/11/09 Continuing Care RX Prescriptions $ 37.17
11/18/09 Highmark Blue RX Prescription Coverage $ 58.50
12/8/09 Church of God Home Nursing Home Care (Dec. 09) $ 7,425.26
12/8/09 Continuing Care RX
12/26/09 Highmark Blue RX
1/11/10 Highmark Blue Shield
1 / 11 / 10 Church of God Home
1 / 12/ 10 Continuing Care RX
1/22/10 Highmark Blue RX
2/8/10 Continuing Care RX
2/8/ 10 Church of God Home
2/20/10 Highmark Blue RX
3/7/10 Continuing Care RX
3/8/10 Church of God Home
3/20/10 Highmark Blue RX
Prescriptions $ 47.21
Prescription Coverage $ 60.70
Quarterly Insurance Premium $ 537.30
Nursing Home Care (Jan. 10) $ 7,709.33
Prescriptions $ 235.41
Prescription Coverage $ 60.70
Prescriptions $ 173.67
Nursing Home Care (Feb. 10) $ 6,898.95
Prescription Coverage $ 60.70
Prescriptions $ 59.37
Nursing Home Care (Mar. 10) $ 7,630.98
Prescription Coverage $ 60.70
TOTAL $255,474.51
Schedule C
Other Expenditures
Date Payee Purpose Amount
1 /4/08 R. Mark Thomas, Esq. Attorney fees for $ 3,005.86
Guardianship Petition
4/10/08 U.S. Treasury 2007 Personal Income Tax $ 26.00
4/10/08 PA Dept. of Revenue 2007 Personal Income Tax $ 331.00
4/10/08 Jeff Patakis 2007 Personal Income Tax Prep. $ 50.00
4/10/08 PA Dept. of Revenue 1st Qtr. 2008 Estimated Tax $ ,79.00
6/6/08 PA Dept. of Revenue 2nd Qtr.2008 Estimated Tax $ 79.00
6/26/08 PNC Investments Quarterly Advisory Fee $ 1.,001.38
9/7/08 PA Dept. of Revenue 3rd Qtr. 2008 Estimated Tax $ 79.00
9/26/08 PNC Investments Quarterly Advisory Fee $ 870.50
12/29/09 PNC Investments Quarterly Advisory Fee $ 605.37
1/10/09 PA Dept. of Revenue 4th Qtr. 08 Estimated Taxes $ 79.00
1/16/09 Malpezzi Funeral Home Prepaid Funeral $ 10,250.00
3/27/09 PNC Investments Quarterly Advisory Fee $ 711.45
4/2/09 Jeff Patakis 2009 Personal Income Tax Prep. $ 100.00
4/2/09 PA Dept. of Revenue 1st Qtr. 09 Estimated Tax $ 53.00
6/10/09 PA Dept. of Revenue 2nd Qtr. 09 Estimated Tax $ 55.00
6/26/09 PNC Investments Quarterly Advisory Fee $ 813.15
9/11/09 PA Dept. of Revenue 3rd Qtr. 09 Estimated Tax $ 55.00
9/28/09 PNC Investments Quarterly Advisory Fee $ 898.11
12/29/09
1/10/10
PNC Investments
PA Dept. of Revenue
Quarterly Advisory Fee
4th Qtr. 09 Estimated Tax
TOTAL
971.67
$ 55.00
$ 20,168.49