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HomeMy WebLinkAbout01-25-11 (2)a ANNUAL REPORT OF GUARDIAN OF THE ESTATE ~ [ ~, ~ ~,; COURT OF COMMON PLEAS OF ~~:,-~ > ~ '` CUMBERLAND COUNTY, PENNSYLVANIA > ""= ~ ~ ~ ' ~' ~' ORPHANS' COURT DIVISION ~ ~ ~ ` . . 4 . , ~~ ~~ ~ .r- Estate of ROBERT C. WALLOWER , an Incapagi~ated Person No. 21-09-1044 I. INTRODUCTION ~', Lori I. Wallower , v~aS appointed ®Plenary ®Limited Guardian of the Estate by Decree of Edgar B. Bayley ~', J dated December 15, 2009 ® A. This is the Annual Report for the period from December 15 2009 to October 31 2010 (the "Report Period'');bw" ® B. This is the Final Report for the period from , to (the "Report Period'!), d 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 L ~, Form C-01 rev. 10.13.06 Wage 1 of 5 __ _ __J I__ i ___ -r~7 Estate of ROBERT C. WALLOWER An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ ' j 53,794.39 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.) $ 53,794.39 C. What is the total amount of income earned during the Report Period? $ I ~ 6,985.82 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 31,079.72 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 29,710.10 2. Income $ 8.67 3. Total of Principal and Income $ ~ 29,718.77 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.): restricted bank account 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 Fo„» c-oa rte. X0.13.06 Page 2 of 5 Estate of ROBERT C. WALLOWER , An Incapaditated Person b. List purpose and amount of expenditures: Rent/other expenses due Betty Wallower, mother Cobra Insurance Medications (approximate) See attached $ 18,000.00 $ I ~ 2,043.06 $ ~ 2,731.08 $ ' 8,305.58 ~ .: c. Was Court approval received prior to expending the principal? ...................... I ~ 'des ®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? ........... *~es ®No If yes: a. Was Court approval requested prior to ', receiving the additional principal? ................ Ch des ^ 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.): Social Security Dividends/Gains in MSSB IRA account (now closed) Dividends/Losses in MSSB Investment account (") MBtT bank interest Total income received during Report Period: Form G-02 rev. 10.13.06 $ 5,742.00 $ 1,454.66 $ ~~ -211.30 $ ' 0.26 $ $ $ 6,985.62 '~ Page 3 of 5 Estate of ROBERT C. WALLOWER , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client ', care account, etc.): restricted bank 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 Item III, A, 2, b '~ 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 Item III, A, 2, b E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount 0.00 Form G-O2 rev. 10.13.06 Court ', Method of Determination App~ro~a~ Obtained ©Ybs ICI ~,~No Q Yes ^ No Page 4 of 5 ~__ _ __ _ _ _. _1 i_ i Estate of ROBERT C. WALLOWER , An Incapac~t~ted Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval w~~ obtained. Court Amount Approval! Obtained 0.00 [~ Yes ~ No ~ Yes' ~ No I verify that the foregoing information is correct to the best of my knowlec~g~, information and belief; and that this Verification is subject to the penalties of 18 Pa.GS. § 4904 relative to unsworn falsification to authorities. Js ~ ~ Date Signature of Guardian of the Estate Lori I. Wallower Name of Guardian of the Estate (type or prt~+t) I', 12 Natures Crossing Address Enola, PA 17025_ City, State, Zip ' (717} 329-9103 Telephone Form G-02 rev. 10.13.06 Page S Of S M ~. ANNUAL REPORT OF GUARDIAN OF ESTATE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ROBERT C. WALLOWER, an Incapacitated Person File No. 21-09-1044 i Continued: III. ADDITIONAL INFORMATION A., 2. b. continued: Federal tax withholding on IItA liquidation Investment fees Food/vehicle/condo fees/utilities/misc. Total on continuation sheet $ 5,493.83 178.30 2.633.45 $ 8,305.58 ~~ ~---