HomeMy WebLinkAbout09-07-10 (2)l
Estate of Elise Rachel Binder
210 SEP -l P~112~ 33
ANNUAL REPORT OF GL~RK ~F
GUARDIAN OF THE ESTATEaRP~~~ ~~S ;Q:,~~T~' '
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COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
No. 21-09-0496
I. INTRODUCTION
Lilli A. Binder
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an Incapacitated Person
was appointed
mPlenary ^Limited Guardian of the Estate by Decree of J. Wesley Oler, Jr. ~ J.,
dated August 31, 2009
m A. This is the Annual Report for the period from September 1 2009
to August 31 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:
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
Forme-02 rev. 70./3.06
Page 1 of 5 `fin /
V~'`-~U
Estate of Elise Rachel Binder
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?
D. What is the total amount of income and principal
spent for all purposes during the Report Period?
An Incapacitated Person
$ 210.00
$ 210.00
$ 4,772.00
$ 4,772.00
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 210.00
2. Income $ 0.00
3. Total of Principal and Income $ 210.00
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.):
Tangible personal property and bank account exclusively for
Incapacitated Person.
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? ........ D Yes ^ No
Fom c-oz rev. 10.13.06 Page 2 of 5
Estate of Elise Rachel Binder
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
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
Center for Industrial Training pre-vocational training
Social Security SSI
Total income received during Report Period:
215.00
4,557.00
$ 4,772.00
Form a-02 rev. I0.l3.06 Page 3 of 5
Estate of Elise Rachel Binder , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Income is placed in special bank account solely for 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
Person (e.g., clothing, nursing home, medicine, support, etc.):
clothing: $300
room and board: $3,000
mattress: $800
Sundries-personal caze items: $142
unreimbursed medical bills: $320
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.)
entertainment: $2 i 0
E. Guardian's Commissions
List amounts of compensation paid as Guazdian's commission
and state how amount was determined:
Court
Amount Method of Determination Approval Obtained
0.00 ®Yes ^No
^Yes ^No
Form G-02 .~. ~o.ts.o6 Page 4 of 5
Estate of Elise Rachel Binder
An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amoun#
Court
Approval Obtained
0.00 ^ Yes ^ No
^ Yes ^ No
I verify that the foregoing information is correct to the best of my lrnowledge,
information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. § 4904
relative to unsworn falsification to authorities.
September 1, 2010 ~-
p~ S o an ojthe Estate
Lilli A. Binder
Form G-02 .rev. 10.13.06
Name ojGtmrdian of the Estate (type or print)
5264 Strathmore Drive
Address
Mechanicsburg, PA 17050
Ciry, Stare, Zip
(717)975-3495
Telephone
Page 5 of 5
Lilli A. Bider
5264 Stratr~ore Drive
Meebeeiesbarg, PA 17050
September 1, 2010
Register of Wills/ Orphan's Court
Cumberland County Courthouse
One Courthouse Square
Cazlisle, PA 17013-3387
Re: In the Metter of Elise Reel Binder, An Alleged Incapacited Person
Cumberland County File No.:21-09-04%
Dear Register of Wills,
Enclosed for filing is an Annual Report of the Guardian of the Estate and an Annual ``
Report of the Guardian of the person pertaining to the above referenced matter, together
with a copy of each of them.
Please date-stamp the copies enclosed and return in the enclosed self addressed stamped
envelope.
If all is not in order, I can be reached at (717) 975-3495.
Thank you for your assistance with this matter.
very truly yours,
. ~.
Lilli A. Binder
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