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HomeMy WebLinkAbout10-25-10 N O -n ANNUAL REPORT OF GUARDIAN ca a ~_ ~.'~ ~ ~ OF THE ESTATE ~ ~ ~ ~ _ ~ =' c COURT OF COMMON PLEAS OF c ~~ -o ' `. CUMBERLAND COUNTY, PENNSYLVANIA ~?~-'~ `~ _~ "r ORPHANS' COURT DIVISION ~~~,' "~ , ~~.-~ ~ :s. c^' ~-- Estate of Sven O. Jensen , an Incapacitated Person No. 21-09-0807 L INTRODUCTION Keystone Guardianshin Service ,was appointed ®Plenary '~ ] Limited Guardian of the Estate by Decree of M.L. Ebert , J., dated _9/29/109 A. This is the Annual Report for the period from September 30 2009 to _ September 29 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 Page 1 of 6 Estate of Sven O. Jensen , an Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $504,534.10 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 $504,534.10 Income $.00 C. What is the total amount of income earned during the Report Period? $37,927.70 U. What is the total amount of income and principal spent for all purposes during the Report Period? $(109,913.61) E. Additional principal assets discovered after Inventory filed $2,693.67; F. Sale Price vs. Inventory Price: $(16,685.00) Property at 317 Carol Street $(14,790.00) $ 1,895.00 Personal property in home G. Cost for property settlement & public sale: $(5,620.52) H. What are the balances remaining at the end of the Report Period? 1. Principal $399,812.72 ' 2. Income $ 15,018.62 3. Total of Principal and Income $414,831.34 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.): HNB Checking #100110983 $4,583.43 HNB Savings #200112953 $95,000.00 Jackson National BRA #1005683323 $260,22929 HNB CD#30011454 $15,000.00 Mid Penn CD #30'.1084438 $10,000.00 Mid Penn CD #301084437 $15,000.00 Total Principal Balance: $399,812.72 Page 2 of 6 Estate of Sven O. Jensen an 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? .............. ®Yes ^ No b. List purpose and amount of expenditures: All principal used is transferred to Income. c. Was Court approval received prior to expending the principal? ...................................................... ®Yes ^ No 3. Were additional principal assets received during the Report Period which were mot 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 arad amounts of the additional principal received: Cash found in home Sale of personal pt~operty in home B. Income 1. State sources and amounts bf income received during the Report Period (e.g., Social Security, pension, rents, etc.): Interest income Annuity income -Jackson National IRA US Treasury -Social Security Refunds of paymgnt Advanced taxes/utilities Total income received during Report Period: $77.67 $2,616.00 $522.28 $8,587.57 $22,666.00 $5,837.45 $314.40 $37,927.70 Page 3 of 6 Estate of Sven O. Jensen , an Incapacitated Person 2. How is income currently inuested? (Please specify, e.g., restricted banik accounts, client care account, etc.): HNB Checking #1 0110983 $5,908.78 HNB Savings #20 112953 $522.27 Jackson National #1005683323 $8,587.57 Total Income Balance: I $15,018.62 C. Expenses for Care and Maintena ce Specify what expenditures were m e from the principal and income for the care and maintenan a of the Incapacitated Person (e.g., clothing, nursing hom ,medicine, support, etc.): Advanced Podiat Services $16.20 Arden Courts $52,252.25 Butler Medical T ansport $121.00 Comm. Of PAM bile Dentistry $310.00 Darryl Guiswite, O $209.15 Family Practice C nter $85.49 Freedom Blue PP $12.00 Heartland Health are Services $4,367.59 John Hume, MD $225.00 MCHS Carlisle $17,646.43 Pinnacle Health ospitals $50.40 See Right Pharm cy $27.46 Trust Ambulance $35.00 Wellspan Behavio al Health $25.27 Wellspan Medica $252.32 York Hospital $1,237.03 Total Expenses for Care a d Maintenance: $76,872.59 Page 4 of 6 Estate of Sven O. Jensen 'I , an Incapacitated Person D. Other Expenditures Specify what other expenditures wee made during the Report Period. (Do not include any items st~ted in response to question C above.) i Allstate Insuranc $1,132.27 Barbara Fowler- 009 fed tax refund $5,298.00 Borough of New umberland $15.00 Cindy Rowe Auto lass $50.00 Cleckner & Feare , Attys $660.00 Comcast $299.29 Cumberland Cou ty -filing fees $30.00 Custer, Faust & ssociates $165.00 Drycleaning Servi a $15.50 Duty's Lock Safe nd Security $70.00 Halifax National ank $20.74 Keystone Guardi nship -costs $2,523.79 LB Smith $366.01 Lynn Stoneroad- lean up $1,315.42 Mary Hogan- mo ing $425.00 Mary Sultzaberge -deed search $125.00 New Cumberland Borough $305.53 Office of the Sher ff $36.00 PA American Wa er $117.16 PA Department o Revenue $46.00 PennDot $22.50 PPL $146.26 P. Scott Archibal $350.00 Register of Wills $30.00 Richard Cassell - final cleanup $450.00 Riverside Cleane s $7.50 Robin Gasperetti, Tax Collector $1,000.02 The West Shore ax Bureau $119.00 UGI $1,374.05 Waste Manaeeme t $433.48 Total for Other Expenditures: $16,948.52 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determi ed: Amount Method of $16,092.50 Court Approval Obtained ®Yes ^ No Page 5 of 6 Estate of Sven O. Jensen , an Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, a d indicate whether Court approval was obtained. Court Amount Approval Obtained ^ Yes ^ No ^ Yes ^ No I verify that the foregoing informatio is correct to the best of my knowledge, information and belief, and that this Verifica ion is subject to the penalties of 18 Pa.C.S. § 4904 relative to unsworn falsification to authoritie . Daie Srtature of Guardian of the Estate Constance E. Staneroad Name of Guardian of the Estate (type or print) PO Box 804 Address Elizabethville Pa 17023 City, State, Zip 717-265-4056 Telephone Page 6 of 6 Jensen iNCOM September 30 2 STATEMENT Period To September 29 2010 INCGME lnter~~s i;corne C-.~~i-uity Income ~~ Trat;•;ury - Socia! Security ."efi!:nC.' o payment ?a;~¢~ane::°d :.axes/util"sties 6a!~° ,r~::e vs. inventory price TC?TAL INCOME EXPENSES rdurs!^c Home Expenses Cost t'or Public Sale NiF'dl;di 5eafernent Costs Cheek <~trarge Keysi:oni; Services Cost ~~w~,tnr?~ Services Pees ;;,,:~,>,;>I:1 Expenses TOT?~l EXPENSES INCOME / ~~oss) Sep 30 2009 Sep 29 2010 522.28 8,587.57 22,666.00 5,837.45 314.40 (14,790,00) 23, ].37.70 68,259.68 3,413.70 8,648.91 2,206.82 20.74 2,523.79 16,092.SD 14,367.99 115,534.13 (92,396.43) Sven Jensen BALA CE SHEET as at ep 29 2014 ASSETS Sep Z9 2010 ;nrame HNB Checking M 100110983 5,408.78 Income- HNB Savinys =''200112953 522.27 Income- Jackson National Insurance- IRA #1005683323 8,5$7.57 Principal- HNB Checking #100110983 4,583.43 ?rinapal- HNB Savings #200112953 95,000.00 Jackson National Insurance- IRA #1005683323 260,229.29 HNB CD :300114354 (matures 12/14/2011) 15,000.00 Mid Pernz CD t?301084438 (matures 7/14/2012) 10,000A0 Mid Penn CD t~301084437 (matures 8/1412011) 15,000.00 TOTAL ASSETS 414,831.34 LIABILITIES TOTAL LIABILITIES - SHAREHOLDER'S EQUITY Assets at time of Appointment 504,534.10 AsseCS discovered after Appointment 2,693.67 Current Ean'rings (92,396.43) TOTAL EQUITY 414,831.34 TOTAL LIABILITIES & EQUITY 414,831.34 October 20 2010 02-16-2010 06-07-2010 Acccs~.~s:~ , =~:i - wset~ ~liscc~vere after Appointment j ewer. 3es~ser~ ?',.YL'CQ'}1 r'-':°, f?esrr~~?'4z!T'1 ~~19~t Cr;~~9't a~a",1' 3""."z~. Deposit cash found in hom p 77.67 77.67 Change in Holdings Public Sale for pro erty >A personal property 2,616.00 . 2,693.67 ~n+ -~: .. -. ~ ~3i£+ r`~'"StC~ V~:, }§R~~'It6V r~ ,UY'!~F' .d~ -~"''~Tt .e ~K"v,^na`~i ~d October 20 2010 06-07-2010 Change in Holdings Public Sale for grope !A personal property 06-11-2010 Change In Holdings Sale of property at 31 Carol Street 16,685.00 4A, ~9$.~..~~ _.:. >.:, >":' 1,895.00 1,895.00 tiefereece Chanpa in Holdings Date ' 06-07-2010 C;urn+.rcy USD Da:.cr~WYion Publie Sale for property ~ pKaonal property Notes . .., i . 't?:~-!h7C ,,::.:uirq =I;M.10993 .,.. .:.:C-FIJI +C¢:rq i.i!J!.7098 ..... ;?a:'~ HJ 1 ~"tnc <100.1.'10983 ~ ~ ..:.,.a. , , ):natnlent 1010--**•CMECKING*•• Update Post Post as new Seheduk '. New Number Delete ', Fdir ~yrserxi d.eii 3arr 7rarrsac*`. •• I 4i2I1Ft CF°Caii. Y'::3.a ~:~i~i !3,413.70 coat /or publ ... 5.800.00 _. ;2,6L8.00 _. 3, 905.00... __. : : _ _. 2,818.00 Sala of pins . . 1,895.00 '. Gain on wla 3.419.70_ g.n..~.vr; i ,.,n2`a 7v Reference Changein Holdings Date * 06-11-2010 Currency USD Description Sale of property a[ 317 Grol Street Notes __... 3i. ~_.rv5' .. n ,... ' i:.ar ~~~.reet, New ':..;u pp ~.i ;. =umb~r:a~d ::a:;ray, ..... .~ .._. v ... ias ... ~. .... .atr~..rv prcc: 1010--***CHECKING*** Etlit ~ener~t i.,eel?ger'~r~xr}sactiue~ A - Parrei 3r?6-23-0547-i,70 ~- Hssessed `Jalue >Y~i9,870 `aa.„_ _ _ 61,357.58 '.79,935.00 _. $14.40 16,685.D0 2,206.82 zE~.~1? ~ ?~~ Update Post Post as new Schedule New Number Delete ~~ Tr:~ i=rorn September 30 2009 ., September 29 2010 wc~: Advanced Podiatry Services 02-18-2010 Check #158 Allstate Insurance Allstate Insurance 10-19-2009 Check #107 10-19-2009 Check #108 Arden Courts 12-04-2009 Check #121 Arden Courts 01-11-2010 Check #135 Arden Courts 02-18-2010 Check #156 Arden Courts 03-09-2010 Check #166 Arden Courts 04-OS-2010 Check #181 Arden Courts OS-07-2010 Check #190 Arden Courts 06-07-2010 Check #207 Arden Courts 07-08-2D10 Check #224 Arden Courts 08-09-2010 Check #230 Arden Courts 09-15-2010 Check #235 Barbara Fowler 08-27-2010 Check #95 Borough of New Cumberland 01-13-2010 Check #137 Butler Medical Transport Cindy Rowe Autoglass Cleckner & Fearen, Attys SO-19-2009 Check #106 OS-19-2010 Check #138 01-19-2010 Check #143 Comcast 01-19-2010 Check #145 Comcast 01-26-2010 Check #148 Comcast 02-25-2010 Check #163 Comcast 03-23-2010 Check #175 Comcast 05-07-2010 Check #194 Comcast OS-27-2010 Check #204 Comcast 07-08-2010 Check #220 Comcast 07-22-2010 Check #225 Comcast 08-25-2010 Check #231 Comm. of PA Mobile Dentistry 03-09-2010 Check #170 Comm. of PA Mobile Dentistry OS-17-2010 Check #200 Cumerland County General Fund Cumerland County General Fund 12-22-2009 Check #127 05-27-2010 Check #203 Custer, Faust & Associates Darryl Guiswite, DO Darryl Guiswite, DO Darryl Guiswite, DO OS-07-2010 Check #197 11-25-2009 Check #116 OS-11-2010 Check #136 02-18-2010 Check #159 Drycleanirig Service 01-21-2010 Check #142 / Sven iensas~ 16.20 16.20 16..24; 1ri.":'0 392.52 392.52 739.75 739.75 1 `°:3:2.27 1 x.'12, ~: 7,032.25 7,032.25 5,000.00 5,000.00 5,014.00 5,014.00 5,028.00 5,028.00 5,024.00 5,024.00 5,051.00 5,051.00 5,038.00 5,038.00 5,028.00 5,028.00 5,023.00 5,023.00 5,014.00 5,014.00 joint 2009 fed tax return paid to Barbara 5, 2 9 8. 0 0 5,2 9 8.00 ry ry ' } ~y q x ~ ~ e permit for dumpster 15.00 15.00 3.5,0{} 3 ~.ik 121.00 121.00 1:21,00 321~~Ot3 replace broken window 50.00 50.00 ~: -.4, . v, 660.00 660.00 44.97 44.97 9.24 9.24 9.24 9.24 9.24 9.24 9.24 9.24 9.24 9.24 9.25 9.25 136.15 136.15 62.72 62.72 299,29 29°~.2~ 155.00 155.00 155.00 155.00 31.4}.00 310.00 filinge fee for Inventory 15.00 15.00 15.00 15.00 30.01Y 3L'.0°~ 165.00 165.00 1fi5.0~ 11x3.0`,:°° 135.01 135.01 43.46 43.46 30.68 30.68 209.:15 2e79.15 15.50 15.50 a S. S t3 ..~ `<. 5 ~:~ Duty's Lock Safe & Security Family Practice Center Family Practice Center Family Practice Center Family Practice Center Family Practice Center Freedome Biue PPO Freedome Blue PPO Freedome Blue PPO Halifax National Bank Halifax National Bank Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services Heartland Healthcare Services John Hume, MD Keystone Guardianship- costs Keystone Guardlanship- costs Keystone Guardlanship- costs Keystone Guardianship- costs Keystone Guardianship- costs Keystone Guardianship- costs Keystone Guardianship- costs Keystone Guardianship- costs Keystone Guardianship- costs Keystone Guardianship- costs Keystone Guardianship- costs Keystone Guardianship -fees Keystone Guardianship -fees Keystone Guardianship -fees Keystone Guardianship -fees Keystone Guardianship -fees Keystone Guardianship -fees Keystone Guardianship -fees Keystone Guardianship -fees Keystone Guardlanship -fees Keystone Guardianship -fees Keystone Guardianship -fees 10-19-2009 Check #105 01-19-2010 Check #144 04-08-2010 Check #182 05-07-2010 Check #192 06-14-2010 Check #212 08-25-2010 Check #233 03-23-2010 Check #172 07-08-2010 Check #222 07-22-2010 Check #227 10-26-2009 auto 05-18-2010 Auto 10-29-2009 Check #109 11-25-2009 Check #115 12-14-2009 Check #124 01-19-2010 Check #146 02-18-2010 Check #157 03-09-2010 Check #167 04-OS-2010 Check #183 05-07-2010 Check #191 07-26-2010 Check #228 08-25-2010 Check #232 09-15-2010 Check #237 10-19-2009 Check #104 11-03-2009 Check #111 12-01-2009 Check #119 01-03-2010 Check #130 02-04-2010 Check #150 03-03-2010 Check #165 04-06-2010 Check #179 OS-06-2010 CHeck #188 06-04-2010 Check #206 07-02-2010 Check #219 08-06-2010 Check #229 09-08-2010 Check #234 11-03-2009 Check #111 12-01-2009 Check #119 OS-03-2010 Check #130 02-04-2010 Check #150 03-03-2010 Check #165 04-06-2010 Check #179 05-06-2010 Check #188 06-04-2010 Check #206 07-02-2010 Check #219 08-06-2010 Check #229 09-08-2010 Check #234 LB Smith 01-16-2010 Check #141 ~ van repair 70.00 70.13 25.49 15.00 15.00 15.00 15.00 3s.9 6.00 3.00 3.00 9.87 10.87 2'~.:~~# 6.10 214.90 354.43 679.67 186.28 171.19 167.97 182.01 1,068.11 890.79 446.14 a fi~~.~u 225.00 ~2 ~.+~~° 78.81 42.15 144.12 187.47 92.99 60.98 157.08 99.05 1,620.25 23.38 17.51 s~.,J~2a.7~ 2,007.50 1,203.75 2,662.50 2,175.00 1,350.00 1,218.75 1,875.00 1,500.00 1,218.75 375.00 506.25 .~..mya °~<.J~~ 366.01 3&6,0~ 70.00 73m . ~3 25.49 15.00 15.00 15.00 15.00 6.00 3.00 3.00 9.87 10.87 20,7^ 6.10 214.90 354.43 679.67 186.28 171.19 167.97 182.01 1,068.11 890.79 446.14 _' °~ =ors 225.00 9 ' - .y34 78.81 42.15 144.12 187.47 92.99 60.98 157.08 99.05 1,620.25 23.38 17.51 ~?,523,7~P 2,007.50 1,203.75 2,662.50 2,175.00 1,350.00 1,218.75 1,875.00 1,500.00 1,218.75 375.00 506.25 1~.09~.50 366.01 3~i+a.~? a 01-ii-2010 Check #134 Lynn Stoneroad 01-14-2010 Check #139 Lynn Stoneroad 01-14-2010 Check #140 Lynn Stoneroad 01-26-2010 Check #147 Lynn Stoneroad 01-29-2010 Check #149 Lynn Stoneroad OZ-OS-2010 Check #151 Lynn Stoneroad 02-26-2010 Check #164 Lynn Stoneroad 03-09-2010 Check #168 Lynn Stoneroad 03-23-2010 Check #177 Lynn Stoneroad 03-23-2010 Check #178 Mary Hogan OS-19-2010 Check #201 Mary Hogan 06-18-2010 Check #218 Mary Sultzaberger 10-19-2009 Check #103 MCHS Carlisle 12-14-2009 Check #122 MCHS Carlisle O1-i1-2010 Check #132 New Cumberland Borough 11-05-2009 Check #113 New Cumberland Borough 02-18-2010 Check #153 New Cumberland Borough 06-07-2010 Check #209 Office of the Sheriff 10-19-2009 Check #102 PA American Water 12-28-2009 Check #128 PA American Water 03-23-2010 Check #173 PA American Water 05-07-2010 Check #193 PA American Water 05-27-2010 Check #205 PA American Water 07-08-2010 Check #221 PA Department of Revenue 04-15-2010 Check #185 PennDot 04-Z1-2010 Check #187 Pinnacle Health Hospitals 06-14-2010 Check #213 PPL OS-i1-2010 Check #133 PPL 02-18-2010 Check #155 PPL 03-23-2010 Check #174 PPL 05-07-2010 Check #196 PPL 05-10-2010 Check #198 PPL 06-14-2010 Check #215 PPL 06-18-2010 Check #217 P. Scott Archibald 11-25-2009 Check #114 Register of Wills 02-25-2010 Check #161 Richard Cassel Riverside Cleaners D5-19-2010 Check #202 03-16-2010 Check #171 purchased battery for van clean up and purchase sewer/trash 2009 State tax due final blil file petitions clean up of property Robin Gasperetti, Tax Collector 12-03-2009 Check #120 Robin Gasperetti, Tax Collector 02-12-2010 Check #152 tax certiflwtion 277.50 99.63 75.00 127.41 210.88 217.50 135.00 37.50 67.50 67.50 L,31a.~? 300.00 125.00 ~a2a.0~ 125.00 1;:~ a^< 16,007.43 1,639.00 17, 646.43 101.55 101.55 102.43 305.53 36.00 ;~ ea. #~ r 30.13 26.06 27.70 14.71 18.56 117.1 46.00 4~a„' 22.50 22.a0 50.40 50.4L~ 17.41 15.65 20.37 18.81 21.01 24.69 28.32 145.7.5 350.00 30.00 30.0+ 450.00 450,OCi 7.50 ?.5ff 22.00 10.00 277.50 99.63 75.00 127.41 210.88 217.50 135.00 37.50 67.50 67.50 .~,9.~.~ 300.00 125.00 ~~?:a, ,s3a' 125.00 ~. 16,007.43 1,639.00 101.55 101.55 102.43 36.00 30.13 26.06 27.70 14.71 18.56 46.00 ~:~,:>i 22.50 _.-, ~tW 50.40 5£, ~ :3 17.41 15.65 20.37 18.81 21.01 24.69 28.32 15.;P y 350.00 3~~3.~a~ 30.00 31.5>~ 450.00 ~~0,1~a~ 7.SD ~.~ b 22.00 10.00 03-23-2010 Check #176 See Right Pharmacy See Right Pharmacy See Right Pharmacy See Right Pharmacy See Right Pharmacy 04-08-2010 Check #184 OS-10-2010 Check #199 06-14-2010 Check #214 07-22-2010 Check #226 09-15-2010 Check #236 The West Shore Tax Bureau Trust Ambulance 04-15-2010 Check #186 12-28-2009 Check #129 UGI SO-19-2009 Check #101 UGI 11-OS-2009 Check #112 UGI 12-14-2009 Check #123 UGI 12-17-2009 Check #126 UGI 01-07-2010 Check #131 UGI 02-18-2010 Check #154 UGI 03-09-2010 Check #169 UGI 04-08-2010 Check #180 UGI 05-07-2010 Check #189 UGI 06-07-2010 Check #208 UGI 06-18-2010 Check #216 Waste Management 02-18-2010 Check #160 Waste Management 02-25-2010 Check #162 Wellspan Behavioral Health 11-25-2009 Check #117 Wellspan Medical 10-29-2009 Check #110 York Hospital 11-25-2009 Check #118 York Hospital 12-14-2009 Check #125 York Hospital 05-07-2010 Check #195 2010 Real estate taxes serviced furnace dumspter drop off charge dumster for house cleanup 968.02 968.02 1,000,82 ~; F-^~i." 4.41 4.41 5.39 5.39 3.60 3.60 5.39 5.39 8.67 8.67 2'.46 .2'x.4 119.00 119.00 113.t3fl t2~.fl~ 35.00 35.00 ~5.t~ ,...~~_ 58.71 58.71 132.63 132.63 158.14 158.14 135.00 135.00 235.87 235.87 165.55 165.55 264.01 264.01 145.87 145.87 52.56 52.56 18.90 18.90 6.81 6.81 28.91 28.91 404.57 404.57 433,:+$3 ~:''"a;.41~ 25.27 25.27 252.32 252.32 232.3~k :z„,:t.~:~ 1,101.81 1,101.81 63.25 63.25 7 7 1. 9 7 1.97 p yy +'} + ! 5 9.x.d~ f .13.3 yy yy *y R.y.L~ Y ..~j 1:3?3.913.aai ~~~,~?.? ~:~~. AP Transaction Vendor Invoice. _ ... . ,an .~,,.. ~.: 14~ - re October 20 2010 11-05-2009 Deposit Comcast refund 02-OS-2010 Deposit Verizon refund 07-30-2010 Deposit Medco refund OS-18-2010 Deposit Allstate -refund of cancE 08-18-2010 Deposit PPL -refund of cancelled 08-18-2010 Deposit US Treasury - 2009 FedE nd of pa{anen4 j Soeen 3e~n~eaa ts~rae~t~on ~I~'Lt*k 4.~'~1.d":.Y nt..~.: a C 5.78 5.78 9.69 15.47 197.29 212.76 led polity 302.00 514.76 )olicy 24.69 539.45 al tax refund 5,298.00 5,837.45 Keystone Guardianship SerV1CeS October 22, 2010 Glenda Farner Strasbaugh Register of Wills 1 Courthouse Square Carlisle, PA 17013 RE: Sven O. Jensen 21-09-0807 Dear Ms. Strasbaugh: PO Box 804 Elizabethville Pa i~o23 " Fax:717-362-3381 CONSTANCE STON, Connie@keystoneguardianship~ MICHELLE DREIBELB)(J shelley@keystoneguardianship.com MELANIE PE1'EILS melame @ keystoneguardianship.com Enclosed are the following with regard to the Sven Jensen Guardianship: First: Annual Report of Guardi n of the Estate for the period of 9/30/09 thru 9/29/10, 1 -original and 1- c py to be stamped and returned. Second: A check in the amount of $15.00 for the filing fee. Third: A prepaid envelope for ~he return of the time-stamped copy of the report. If you are in need of additional inforrlnation for this filing; please contact us. Sincerely, C~ Z~~ Constance Stoneroad CES/mlp Enclosures ~O ~~n ~7~r m ~cs>~ ~~~ oc D N O 6 n --~ N z N W O x.J cr'; ~u C_. r., ... f i ^''-i r. ,, _. -,~ ~_~ ,, _ = __, ~.~ .e ~