HomeMy WebLinkAbout11-10-1013509.1.guardian.report.estate.pdf
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ANNUAL REPORT OF ~
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GUARDIAN OF THE ESTATE c~
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COURT OF COMMON PLEAS OF ~
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CUMBERLAND COUNTY, PENNSYLV ANIA
ORPHANS' COURT DIVISION
f WILLIAM HERBERT OCKER , an Incapacitated Person
Estate o
No. 21-09-0695
I. INTRODUCTION
Kimberly Sue Ocker ,was appointed
y Kevin A. Hess , J.,
~ Plenary ~ Limited Guardian of the Estate b Decree of
dated 9/11/2009
09/01 2009
® A. This is the Annual Report for the period from
to 08/31 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
Page 1 of 5
Form G-O2 rev. 10.13.06
Estate of WILLIAM HERBERT OCKER ~ , An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $
132,456.82
B. State the value(s) of principal assets at the beginning of
the Report Period. (Same as Inventory if first Report, $ 132,456.82
otherwise, ending balance from last Report.)
C. What is the total amount of income earned during the 03
928
74
$
Report Period? .
,
What is the total amount of income and principal
D
.
ept f991 all urposes during the Report Period? $
expenses for the family which
fi ur~ includes
*~ 79,754.29
,
is
are paid from funds in point checking account
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 127,630.56
2. Income $ 0.00
$
127,630.56
3. Total of Principal and Income
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.):
401K account (mutual funds)
Jointly-owned real estate
Jointly-owned checking and savings accounts
Cash for conversion van
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 ~ No
the sole benefit of the Incapacitated Person? ........ ~ Yes
Page 2 of 5
Form G-02 rev. 10.13.06
Estate of WILLIAM HERBERT OCKER
b. List purpose and amount of expenditures:
Air Conditioning installation for comfort of I.P.
Misc.
All other expenses were paid from income
An Incapacitated Person
$ 4,500.00
$ 127.03
$ 4,627.03
c. Was Court approval received prior to ~ No
expending the principal? ....................... ~ Yes
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.):
Workers compensation
Social security disability
Income tax refunds
Savings account interest
Spouse's income and other miscellaneous receipts
Total income received during Report Period:
Form G-02 rev. 10.13.06
$ 32,971.12
$ 6,192.00
$
$
$ 2,053.00
0.77
33,711.14
$ 74,928.03
Page 3 of 5
Estate of WILLIAM HERBERT OCKER , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
All income has been expended for the year of report; income received is
deposited into jointly-owned checking 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.):
Cobra medical insurance; home improvements and repairs for comfort of I.P.;
therapy and equipment; gasoline, insurance and maintenance of conversion van
used to transport I.P.; prescriptions not covered by insurance; night gowns and
protective undergarments for I.P.; meals and motel expense when I.P. is treated
away from home; misc. medical and personal supplies
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.)
Food; clothing; utilities; insurance and maintenance of home; gas, insurance and
maintenance of family vehicle; home and auto loans; life and medical insurance
premiums; misc. home repairs and supplies
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined: Court
Amount
Method of Determination
Approval Obtained
Form G-O2 rev. 10.13.06
None
Yes ~No
Yes ~No
Page 4 of 5
Estate of WILLIAM HERBERT OCKER
An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amount
Court
Approval Obtained
0.00 ~ Yes ~ No
0.00 ~ 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
relative to unsworn falsification to authorities. d ~ ~~ ~r', ~~ \
~C ~~a ~~v
Date
Kimberly Sue
730 Mountain Road
Address
Newville, PA 17241
Ciry, State, Zip
717-776-7469
Telephone
§ 4904
Page 5 of 5
Form G-02 rev. 10.13.06
Name of Guardian of the Estate (type or print)