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HomeMy WebLinkAbout01-06-10ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of CHARLES W. OVERTON , an No. 21-06-257 I. INTRODUCTION HELENA TRAIN , ~ ®Plenary Limited Guardian of the Estate by Decree of EDGAR B. BAYLEY ~~ APRIL 17, 2006 © A. This is the Annual Report for the period from to (the "Report Period"), ~ B. This is the Final, Report for the period from ~~ 17 to DECEMBER 24 ~ 2009 (the "Report Period', _ for the following reason: 1. The death of the Incapacitated Person. Date of death: 12/24/' Name of Personal Representative: PETER VAN DUZER TR 2. The Guardianship was terminated by the Court by Decree of J., dated Form G-0I rev. 10.13.06 ra ~, ~_~ ~'' n ~ ~ ~, ~~ `.] -~, ,,.~ ` F -`~ ~ c ~_ ~= c ~ F`-.. Person J., 2006 is filed elof5 Estate of CHARLES W. OVERTON II. SIINIlVIARY 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 far all purposes during the Report Period? E. What are the balances remaining at the end of the Report Period? 1. Principal $ 45,462.59 2. Income $ 412,341.75 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, eg., real estate, certificates of deposit, restricted bank accounts, etc.): Bank Accounts, Money Market, Brokerage An Incapacitated Person ' ' 2. Have there been any expenditures from the principal ', during the Report Period? ........................ . ... ®~'e~ ®No If yes: ~ ~'I a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? ........ ~ e~ ~ No Fo„~ G•o~ ~ ~o.i3.o6 it P~ge 2 of 5 i, ~, I I Attachment to Annual Report of Guardian of the Estate Page II -Summary: A. State the value of the estate reported on the Inventory: No Inventory was areviously filed. B. State the value of principal assets at the beginning of The Report Period. (Same as Inventory if first Report, Otherwise, ending balance from last Report. i. In addition to the cash assets outlined on the Guardian Report beginning balance of $45,462.59 the decedent had an interest in a parcel of land in California, and a home in Arkansas for which there were no appraisals. The decedent also had an interest in a gas lease in Canada with an unknown value. C. What is the total amount of income earning during the Report Period? 957,461.37 (This amount includes the sale of the Arkansas property of $305,919.29 and inheritances of $367,153.31. D. What is the total amount of income and principal spent for all purposes during the Report Period: 5545,119.62. E. What are the balances remaining at the end of the Report Period? 1. Principal*: 545,462.59 2. income: 412,341.75 457,804.34 *See B(i.) above for additional unvalued assets. Estate of CHARLES W. OVERTON b. List purpose and amount of expenditures: 2006 -Gifts 2007- Gifts & Education Gifts 2008 - Gifta dt Education Gifts 2009 Gifts 8t Education Gifts A c. Was Court approval received prior to expending the principal? ................. . 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? ..... . If yes: a. Was Court approval requested prior to receiving the additional principal? .......... . 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.): SEE ATTACHED YEARLY ITEIyIIZATIONS Total income received during Report Period: Forru G-OI rev. IR13.06 P~ge 3 of 5 I' i I i i I Estate of CHARLES W. OVERTON An Incapa~italted Person 2. How is income carrently invested? (Please specify, eg., restricted bank accounts, client .care account, etc.): Bank Accounts, Money Market & Brokerage 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 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 E. Guardian's Commissions ! it List amounts of compensation paid as Guardian's commission and state how amount was determined: Court ~~ Amount Method of Determination Approval'Dibtair! Yes : No ~I ©Yes I, No Fovm G-02 rev !0.!3.06 4c~f5 Estate of CHARLES W. OVERTON An Incapaq'itated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval blbtained. Court Amount Approva O~Mined See Attached ©Yes ~Nio 11-- ~ Yes ~T~o I verify that the foregoing information is cornet to the best of my knowledg , !, information and belief; and that this Verification is subject to the penalties of 18 Pa. .~. § 4904 relative to unsworn falsification to authorities. Dale Forn-G-02 rev. 10./3.06 Sfgnatnre of Guardian ojthe Estate HELENA TRAIN Name ojGuardtan ofthe Estate (tNpe orprln!) I 3802 DORSET DRIVE Address MECHANICSBUR.G, PA 1705 Clry, State Zip 717-732-0935 : I '~ P~ge 5 off 5 Guardian~Report for Charles Overton For Year 2006 ' By Helena Overton Train Beginning Balance 4/16/2006 Ending Bal~nce 1 Bank of America $28472.84 BOA 1181.4; Certificate of deposit $10644.51 PNC 435.57 Certificate of deposit $ 6365.24 CD $1~838.1~ $45462.59 CD $ 6509.93 INCOME I . I Civil Service Retirement(CSRS) $ 40652.20 Military retirement{DFAS) $ 18786.10 I $ 59438.30 ~i Interest $ ,. 20.02 $ 59458.32 ~~ i I ~~ ~~ EXPENSES ~ I' ~' 1.. Loyalton (residence) $34095.50 ~ ', 2. Home in Little Rock: Utiltiies: 2597.22 ~ ~' ;, Maintenance 1362.73 ~~ ~,I i . ' . ~ Yard Man 1000.00 3. Pets ~ 286.62 4. Legal 6741.88 5. Insurance 3362.97 6. Taxes 10175.11 7. Medical 1978.99 8. Travel( little Rock, California) 4644.40 9. Credit card 4371.50 10. Misc. 738.95 11 . Gifts 4Q0.~ $71755.87 Guardian Report for Charles Overton for Year 2007 By Helena Overton Train Beginning Balance Ending ~a~ ance Bank Of America $11,181.42. BOA l $3508.34 Certificate of Deposit 10,838.12 PNC ~ ' 310,1982.63 Certificate of Deposit 6,509.93 MML 41,17.59 PNC Checking 4,635.57 I ', 355, 608.56 ~ ', INCOME I Sale of Little Rock, AR house $305,919.29 li Civil Service Retirement(CSRS) 49,318.45 ~ ' Military Retirement(DFAS) 22,877:00 ' interest 20,02 li Inheritance 100,000.00 $478,134.80 EXPENSES 1. Loyalton( Residence) $49,872.85 2. Home in Little Rock Utilities $1,377.45 II Maintenance 4,351.15 ', Yard Man 3,000.00 3. Legal $2,090.80 4. Insurance 2,634.58 5. Taxes 15,543.94 6. Medical 1,365.40 7. Travel {Little Rock) 6,793.57 8. Credit Card 3,225.00 9. Misc. 1,760.04 10. Education Gifts 8,863.41 11. Gifts 54,813.05 $155,691.24 SEP-21-2010 16:50 ODARrIiARRI36URQ~PA 717 236 3150 P 002 Guardian [7eport fur Chafes Overton For Year 2008 By Helena Overton Train I ~', ~ ' Beginning Balance Ending Bala~tx~ Bank of Amerka 5350$.34 BOA $1 72 .53 PNC 310,982.63 pNC .89 MML ,117.59 IfAMI 32 9 :92 5355,60856 ~ $402 97.34 . ~ i ~~d~l~ Civil 5etviCe Retirement(CSRS) $ S1T13.85 , MUftary retirement(DFAS) $ 24415.70 Inheritance $176254A1 Interest $ 490.64 r ~~~~ $752,$74.20 EXPENSES 1. Layalton (residence part year) $38768.20 2. Courrtry Meadows( residencae part year) 21250.42 3. Hor»e fn Little Rode: Cltilitfes: ~ ~ 639.38 4. Insurance 7.60.04 5. Taxes 15101.00 i . . pDAR.SA~tSg~'pA ~_21..241~ 16:61 ~. ~1 7.T~~ ~ ~~,K Ord ~ ~~ ~ens~ 1Q dpth~ ~ M~,SC. 12 ~ ~u~tiot- Bifts ~ ~~ ~;3y.75 1Z,~+~•61 73~4.~4 sos~ s~;~a.~. ~,g+7~,1.0~ $x05, p,043 ~1? 236 3164 ~, ~ I i 'I I, ~~ ',~ I a C I 1 I i ~ ~~ ~~~ ~ ~~ ~ .~ I y ~ ~ I 1 I~ ~I • ~ ~1 I 1 i ~ , ' I ~ ~~ 1 t ~ 1 ~I ,~. t }t ~. Guardian Report for Charles Overton for~Year 2009 By Helena Overton Train Beginning Balance Bank Of America $10,727.53 -PNC 66,908.89 MML 324,954.92 $ 402,591.34 . INCOME Civil Service Retirement(CSRS) 50,096.63 Military Retirement(DFAS) 25,564.00 Interest 434.12 Inheritance ~ 90,899.30 $166,994.05 EXPENSES 1. Country Meadows( Residence) $43,949.59 2. Insurance 160,00 3. Taxes 11,269.69 4. Medical 446.63 5. 'Gifts 55,668.79 6. Misc. 286.39 Ending BOA . PNC MML 718,029.78 39,499.01 $ 157,804.30 $111,781.09 2006. Brian Train Kevin Train 2007* Chuck Overton Linda Overton Brian Train Helena Train Peter Train Nurses $200.00 200.00 $12,000.00 $12,000.00 $12,000.00 9,281.53 9,281.52 550.00 54,813.05 Distribution of Gifts 2008** 2009 Chuck Overton $12,000.00 14,000! Linda Overton 12,000.00 14,000! Brian Train 12,400.00 14,100.1 Kevin Train 12,400.00 21,068: Helena Train 15842.56 2,000,1 Peter Train 15842.55 2,000.( Nurses 600.00 500 81,085.11 55,668. 9 ~` ** ~, • Education gift to Kevin Train of $8,863.41 not included in this list. i ** Education gift to Kevin Train of $16,711.00 not included I I'I *** Does not include Christmas gifts of $12,000.00, written but not cashed as of his c~ea~h ANNUAL REPORT OF G~JARDIAN OF THE PERSON COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DMSION Estate of CHARLES W. OVERTON , an Incapadita~ed Person No. 21-06-257 L INTRODUCTION HELENA TRAIN , w ~Ppointed ®Plenary©Limited Guardian of the Person by Decree of EDGAR B. BAYLEY , J,~ dated Apri117, 2006 ^ A. This is the Anneal Report for the period from to (the "Report Period"); r 'I ®B. This is the Final Report for the period from ~~ 17 ~ 2~_ to DECEMBER 24 ~ 2009 (the "Report Period"), ~ i$ filed for the following reason: ', 1. The death of the Incapacitated Person. Date of death: 12/24/2 0 2. The Guardianship was terminated by the Court by Decree of J., dated For a Final Report, omit Sectforts II through IV. Form G03 rev. Io.13.Q6 I ~~ ,Page 1 of 4 I Estate of CHARLES W. OVERTON ~ ~ II. PERSONA, DATA Age of the Incapacitated Person: ~ Date of Birth:_ III. LIVIl~TG ARRANGEMENTS A. Current address of the Incapacitated Person: B. • The Incapacitated Person's residence is: ©own home /apartment Q nursing home ^ boarding home /personal care home Q Guardian's home /apartment ~ hospital or medical facility • Q relative's home (name, relationship and address) pother: C. The Incapacitated Person has been in the present residence since . If the Incapacitated Person has moved v past year, state prior residence and reason(s). for move: Form G-03 rev. 10.13.06 i Mated Person the i II' Page 2 of 4 Estate of CHARLES ~V. OVERTON ~ ~ ~ D. Name and address of the Incapacitated Person's primary caregiver: Mated Person IV. MEDICAL INFORMATION • A. The major medical or mental problems of the Incapacitated Person are as B. Specify what, if any, social, medical, psychological and support services t Incapacitated Person is receiving: V. GUARDIAN'S OPII~TION A. It is the opinion of the Guardian of the Person that the guardianship Q continue ~ be modified ®be terminated Fam G03 rev. 10.13.116 ie i 'size 3 of 4 j Estate of CHARLES W. OVERTON _ , an Incapa~italted Person The reasons for the foregoing opinion are DEATH OF THE INCAPACITATED F B. During the past year, the Guardian of the times with the average visit las The report of a social service organization e coordinate the care of the Incapacitated Person for attached to supplement this Report. I verify that the foregoing information is cor information and belieF and that this Verification is ; relative to unswom falsification to authorities. Date Form C-03 rev 10.13.06 • ERSON ~i Person has visited the Incapaci te~d Person ling hours, minutes. nployed by the Guardian to ov ~, rs a and the period covered by this Repo t ay be I sect to the best of my knowledg , ~I, object to the penalties of 18 Pa. C.S.A. § 490 l1/e " Signature ojGrurrdtan ojthe Person HELENA TRAIN Name ojCuatdian ajthePerson (type orprtaQ 3802 DORSET DRIVE Address MECHANICSBURG, PA 1705 ~~ Ctry, stole. 7Jp 717-732-0935 ' Telephone I i Page 4 0~ III! I 1 '4