Loading...
HomeMy WebLinkAbout01-13-11COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: THEODORE SYPHAX , AN INCAPACITATED PERSON'. .~, FII.LE NO: 21-09-0722 .- ~ ~, ~ ,._ , _o REPORT OF THE GUARDIAN OF THE ESTATE ~ ~ ~"' { `' `=~~ ~~~ T Y ~ 4. y,_~ ~ 1. INTRODUCTION ~ w `== ~~ n, .~ `~ Pennsylvania Guardianship Association /Brian D. Brooks was appdin d the `~`~' Limited, ~_ Plenary Guardian of the person by Decree of ORPHAN'S COURT ~ J~ Dated: 9/03/09 _ (A) This is the Annual Report for the period from to ~ (B) This the Final Report for the period from 9/03/09 to II1/11/11 and is filed for the following reason: 1. The death of the incapacitated person, Date of Death 8/19/ 0'~ 2. The guardianship was terminated by the Court by I~cree of 2. SUMMARY A. State the value of the estate reported on the inventory $ 27.921.51 ~ '', B. State the value(s) of principle assets at the beginning of the Report P$ri (Same as the inventory if this is the first report, otherwise, balance from t areeport) $ 27,921.51 C. What is the total amount of income earned during the report period? $ 40,562.81 D. What is the total amount of income and principle spent for all purposes duuring the report Period. ', $ 68,428.25 ~~, E. What are the balances remaining at the end of the report period? 1. Principle $ 2. Income $ 3. Total principle and income $ 56.p7 THE ESTATE OF: THEODORE SYPHAX 3. ADHITIONAL INFORMATION ', (If aaore space la needed, please attach additPionsl pales.) I A. Prieciple 1. How is the principle balance listed above currently invested? (Specify! PENTAGON FCU 2. Have there been any expenditures from principle during this report X Yes No If yes: ~, a. Have al all expenditures firm principle been for the sole benefit Incapacitated Person? X Yes No b. List the purpose and amount of expenditures: SEE ATTACHED ALL TRANSACTION REPORT. THERE WERE ALSO PREAUTHORIZED DEBITS FROM HIS FCU ACCOUNT FOR A MORTGA{Gl MONTI •II,Y, FRAUD PROTECTION AND A CELL PHONE. c. Was approval received prior to expending principle? X Yes No 3. Were additional principle assets received during this report period thalt v included in the inventory or any prior report filed for the estate? ,Yes X No If yes: a. Was court approval requested prior to receiving additional pri; Yes No b. State the sources and amounts of additional t~ri B. Income 1. State sources of income received during the report period: 1. SOCIAL SECURITY 2. VA AND SERS PENSION i $1,157.16 ) i not received: Total income received during report period: $40.562.81 2. How is the income currently invested? (Specify) ~1 ,l D D r r ~ Z ppn O r;n m m m ~~ ___ _ r F p ~~',, -, RE~i~, r i ;-f - ',;;ti 1 ~' ~~ ~ -~ ~~~~ 3 JAt~ 13 Ptf 3: 4' ORPN,q~R's ~F -~ CUMB~RI.,q~1~ OUR~T co'! t/1 ym~°~~~°~ mo~vvvvv.rvv ~ ~ ~~~~~ ~~-+-~-~~0000•+-+000000~~ 0 ~ ~ ~ ~ ~ 0 ~ Q D ~ S 1 0f ~ N ~~ O~~~ 0 0 N~~~~ N N N 1 ~ 0 y w~ A~ N V O O O~ g O vv ~-vG» ~ 'va~vvv ~vao mmrQrioyrDrQnrgi~~ ~mmmr~i~v ~ 'C '~S-in 'C~rr~y'D'0'~-~ r S~1 O~vOi~Ot~~c~-nth-n trnmZt~nv~it~nuDi ~~ ~ t v vm ~• ~ Smr m to m rD n D~ ~ ~ ~ o ? z m ~ ~zz~ mozOr~lt~~m~zv~~~~ mZ~~ ~ ~-~D~S~Z o~~~ ~ ~m m mrr~~ ~m-- m~ ~ ~mw~m Otn~~ ~x v-e~~o ~'~~~ ~c ~ ~°'~~ ~~c~ic~i ~~ ~mm w gjD w~~ mo ~~~' ~z ~°~ rn ~p oo~D ~~~.~~~~~~~x~x~~~~~x~: C71 W W N ~ _' ~ ~ ~ ~ W _ ~ Nm r _ ~p p 00~~?pppO°ipSt7lp~tptll~Npp~~Ppp~C1~p~-p+pO~N 1 80~-+WOONO-+000DOthOjOthO~~~ ~~ 0 ~w W z n c ^aQ W 3 I Z z ~ ww ~D Gvi m n mm ° ~~ ~v ~~ ~~~ I ~, C ' ~ A n m N w iii' a ~i V ~~ m ~o -, \ ~D J N ~~ .v ~\ W ` N ~ ~__ J _ L ~FC~`),~C;~~ "~ FACE J ~~?~ € .~A~ i 3 P~~ 3~ 4 CLERK C~ ORPHAN'S COURT CUMB~RLA~'~D CQ., PA ~` ~~ ~I \ \ \ \ \ \ \ ooDO~~~oCO .~~0000~1 J...-J...iQJ J...-..1~ ...-o...l J J ~-J..i~o O ~ ~ o ~ o O o ~ O o ~ 0 0 ~ o ~ Q D o ~pap~ ~~a~"'~Z1~7~~~a...-..a~~~~~~p~p~~mtOmp~pmp~pp~p~aDW<OWWWmg'V ~D~~VS~~r~~IV~~OP~O)~~NNNN~~WW.r~a~~~p~p~~~~VVV~~^~ ~-Co G~'v~-p vv~OZVV oCvv~O'0~0vvv z G~~vOV~C07 !I Omr~~rDOm~mr+~A~rOmmy~mmmmDrDDmmmrnO~r~mmmOG~~ x C'1p SwOw~ C)~~'~nnw~~~7L~C)G~ ~~'fl'~~pn 'o~'Otn-- z~~~ ~ Dz0-OOm ~ ~00 ~ OOO~D ~ D~0000-i- ~ 000 min c~ ~NO~~~ ~n~nonviv~m OnOO~nmmcnx~n cntncn v 'I ~0 00=~C O ~xv <= A=DD Cr~2 ~ O C ~~r~n ~ 3r~ Dr DrDD 07or ~ II o ~m v z n nn z°° r ~~ Chi ~~ C~ O z x~ it -n 0 O ~ ~_ m ~ ~ l ~ ~ !i w~'myi~'~~'nm ~-~~m~v~--«~~cNn~~ z~u~~cn~~~xNmY'n ~~O x ~nmrxm m w m to x ~v~7z~m~mvz~~r~mmvzOrnzzmv rn =~ z vmmmmvzv D-m Opo tnm7cv ov0O-cn~vOm7rZ- O~~~m~-p0p0000p v~- ~''~Z_ z5c$ ~ 22~g~0~ z~~Z~O ~om~~~ SSmB~z NG) rm rn zmmm rn z m mz z mm ~ ~x ~~v~ ~ z ~ ~° ~o ~~~ x r = ~ p m -~ ~ ~ O n ~ m ~ ~ a, r ~~~~7~7p~~~~~~~~~~~~7p.~~7p~~~~~~~~~~70~~~~~70~ J N J ~ ? ~ m A m W ~pCp ~ ~ ~N~p W ~ WODWpN ~ oQWOD --~DOD W -+ p~~q~~OpD~pSpSp~p~pOtf~pNJApVOfp~q~W~pmpW,tp7~it7~p~O~Vpp~~pQt7~ODp~~VOf~pdClip~~Tt7~+ OS-+OOOOOO~OJODNO~~O~+O~OS.f-OSO~VOOf~V W0~0-+1r~ m Z I~ D D m -v 3 a ate' c ~ O '+ 3 N~ N J O m J ~ J ~~;. D Box 1432, Nacandria, VA 223132032 PENTAGON FEDERAL CREDR UNION 800.2475626 • PMFed.Org _. _... __ _... -T _ - - ~~, f CONSOLIDATED STATEIWIENT For the Period: 07/08/10 tbru 08/'08/10 Member Number. 27291210 7,224 111EODORE fiYPHAX PO BODC 7295 PA GUARDIANSHIP ASSOC LANG4sTER, PA 17604-7295 ~i~lil~..,u4ra••~nhiiN~~rl'I~I~flli.~l~l,l,l~~llld4h~llp Suat~ry of Account oepa~it Accsw.ar Ending Balance Endi Account Number Last Statement This ~..e c::, { - ~ ~ r- r ~ ~ ~ ~~~ ~~ W €~' c ~ ~ ~~ 4 ~ ~ ~ ~ ~ ~ ~'~` ~= .r` - ~~ ~,. ~ ~ ___ __ It~gellar fhars A~esount PafChetk Ateeae •***210-01-9 ~ ;56.OS __ ___ Total Deposit Accounts OVdt/fE'M/ Of AE~MENflts #1,579.91 Year-oo-Date Year-to-Date Ysar-to-DSOs DtA IRA Dividend CertillcaOe Psnalty FMailp Charges Contributbn 2009 Contributlon 2010 !i ;0.13 ;O.QO ;0.00 ;0,00 ;0.00 ~- Regular Share Account SEatiifia~fyfbrAi.aOwrrtNivinfT~er: ****Z20-©1-9 I Balance Ending Last Statement (07/08/10) Total Debits Thfs Period Total Credits This Perbd Balance (OB/'~/10) ;51.05 -;3,014.x•6 ~ ;3,0l4.q ;56.07 .4294 based sn 31 days /~CCOtlf1L' JRGIII/%~ Date DsscripxMon 07/08/10 Previous Balance 08/06/10 Funds Transfer Credit 08/06/10 Witfidra4xial By Check O8M7I10 Dividend O6/08J10 Ending Balance 3,094.86 -3,094.86 0.02 i 'i i OxtMr charges ~ 6J ~_1 0 ,, Annual Percentage Ykld (APY): 0.35% hxiy and August PenCheck Access ~- 4~r: - _ ~. ~ '~