HomeMy WebLinkAbout10-27-10 (3)Frl rfr`~~r ;r l~l'~J~ ~~~
";1~~
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
X010 GCf 27 P~ I ~ ! 0
CLERVC OF
ORPH.~!'S CGURT
CUPv1'e~,~RLf'~~D C0 , FP.
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of ALAN CHRISTOPHER EPLER , an Incapacitated Person
No. 21-08-0695
I. INTRODUCTION
CYNTHIA EPLER
was appointed
®Plenary 0 Limited Guardian of the Estate by Decree of EDGAR B. BAYLEY ~ J
dated AUGUST 14, 2008
0 A. This is the Annual Report for the period from
to (the "Report Period"); or
® B. This is the Final Report for the period from SEPTEMBER 1 ~ 2009
to JUNE 30 ~ 2010
(the "Report Period"), and is filed
for the following reason:
1. The death of the Incapacitated Person. Date of death: June 22, 2010
Name of Personal Representative: Estate not urobated
2. The Guardianship was terminated by the Court by Decree of
J., dated
Fom, c-oz .~. ~0.~3.06 Page 1 of 5
Estate of ~~ CHRISTOPHER EPLER , An Incapacitated Person
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?
$ 31,316.89
$ 29,549.42
11,100.14
$ 20,333.61*
at a h d list of in b rse ents
E. ~aet are t~iec6a~aances remamm~'aet`~ie er~i o~1tfie ~epor~
Period?
1. Principal $ 37,163.91
2. Income $ -5,840.63
3. Total of Principal and Income $
IIL 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.):
Metro Bank (formerly Commerce Bank) checking account
TD Ameritrade Brokerage Account
31,323.28
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
Form c-oz rev. 70.13.06 Page 2 of 5
Estate of ~-~ CHRISTOPHER EPLER
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:
Loan from Cindy Epler
Sale of Merck Co stock
Fidelity Account (former employer)
1 l6 shares Merck & Co (held in UGMA account)
B. Income
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
PPL dividends
TD Ameritrade interest
Dividends
Social Security
Total income received during Report Period:
$ 1,500.00
$ 1,603.60
$ 70.59
$ 4,056.52
$ 1.50
$ 10.48
$ 88.16
$ 11,000.00
$ 11,100.14
Fa,m c-oz .~. l0.~3.06 Page 3 of 5
Estate of ALAN CHRISTOPHER EPLER , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Metro Bank (formerly Commerce Bank) checking. account
TD Ameritrade Brokerage Account
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 attached accounting
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 attached accounting
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Amount Method of Determination
Court
Approval Obtained
®Yes ~ No
Yes ®No
Form G-02 rev. 10.13.06 Page 4 of 5
Pending Expenses/Expenses paid by Cindy Epler
Description
Funeral Expense
Funeral flowers
Food for meal after funeral
Funeral Thank you and postage
Reimbursement to Cindy Epler
guardianship fees paid to JSDC
Reimbursement to Cindy Epler divorce
fees paid to JSDC
Reimbursement for 2 loans made to
account December 2009 and March
2010
6 checks written from Metro Bank
account not cashed as account (June
2010) was frozen by Bank
Verizon hospital phone charges (March,
April, May, June 2010)
Family Home Medical
Pinnacle Health Emergency
Medical Express Ambulance Service
Car title renewal
Clothing
Rehab therapy supplies
Mileage expense for June
Bath Seat (rehab)
James Smith Dietterick & Connelly LLP
Attorney fees
Filing fees for accounting
Reserve for Headstone
Amount
7,599.74
344.50
346.01
45.20
4,349.44
8,277.00
1,500.00
1,362.20
212.00
69.95
42.48
586.00
36.00
77.95
31.75
156.00
69.95
2,000.00
100.00
2,500.00
Total Expenses 29,706.17
Estate of ALAN CHRISTOPHER EPLER , 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 lmowledge,
information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. § 4904
relative to unsworn falsification to authorities.
Date
_ M WA 1_ [~ ~.~1].T'W
Se'gn~i~! re of Guardian of the Estate
Name ojGuardian ojthe Estate (type or print)
Address
City, Srate, Zip
Telephone
Form c-oz rev. 10.13.06 Page 5 of 5