HomeMy WebLinkAbout01-31-11 C7 =='-
ANNUAL REPORT OF ~ ~ -~
GUARDIAN OF THE ESTATE
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COURT OF COMMON PLEAS OF ~ ~ ~ ~ ~+" _
C[I~ERI,AND COUNTY, PENNSYLVANIA ~ ~ ~ r..a ~ ~'
ORPHANS' COURT DIVISION
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Estate of Tracy A. McHale , an Incapacitated Person
No. 21-08-0011
I. INTRODUCTION
Michael and Karin McHale ,was ap~ointed
Plenary ®Limited Guardian of the Estate by Decree of M. L. Ebert , Jr. ~ J,~
dated 01/12/2008 ~,
~ A. This is the Annual Report for the period from January 1 X010
to December 31. 2010 (the "Report Period"); or
0 B. This is the Final Report for the period from ~I
. ~-
to (the "Report Period"), and isl filed
for the following reason:
1. The death of the Incapacitated Person. Date of death:
Name of Personal Representative: II
2. The Guardianship was terminated by the Court by Decree of I,
J., dated
Form G-Ol rev. 10.!3.06
Pag~ I of 5
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Estate of Tracy A. McHale , An Incapacitated Person
II. SUMMARY
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 for all purposes during the Report Period?
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 400, 000.00
2. Income $ 0.00
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.):
Met Life annuity
$ 400.,0 0.00
Met L~. a ann a.ty policy
$ 1.3,44.36
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$ 13.,44.36
$ 400,00.00
2. Have there been any expenditures from the principal
during the Report Period? ............................ ~ Yes
If yes:
a.
Form G-02 rev. /0.!3.06
~!, ~ No
Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? ........ 0 Yes ' D No
Page 2 of 5
___ _. _ __ _ _._ ~--1__
Estate of Tracy A. McHale An Incapacitated'' Person
b. List purpose and amount of expenditures:
c. Was Court approval received prior to
expending the principal? ....................... ^ Yes 0 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? ........... ~ Yes ~ No
If yes:
a. Was Court approval requested prior to
receiving the additional principal? ................ ^ Yes ~I ^ 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.):
Annual distribution from Met Life
.Insurance Cctrroanv annuity
Total income received during Report Period
Form G-01 rev. lOJ9.06
$__ I
$ a
$ 13,43'I.36
Pag~ 3 of 5
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Estate of Tracy A. McHale , An Incapacitated) Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Client care and savings accounts
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 attachment -page 4 & 5, 2010 Simmary
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 attachment -page 4 & 5, 2010 Stmmary
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Amount Method of Determination
Form G-02 rev. /0.!3.06
Court II
Approval Obtained
Yes ~ 1'10
~ Yes ~ 1'10
Pag~ 4 of 5
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i
Estate of Tracy A. McHale , An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was ob~ained.
Court I'~
Amount Approval abtc~ined
Yes ~' Nc~
Yes D Nd
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. ~ 4904
relative to unsworn falsification to authorities. i
01/31/2011 4%t ;~G~~t..~Ll /rK' ~`~~~~
Date .Signature rC,vardian nltAe ..onto
Michael J. McHale/Karin M. )~IcHale
Name of Guardian ofthe Estate (type or print)
218 Woods Drive I'
Address
Mechanicsburg, PA 17050
Ciry, State, Zrp
(717) 766-0351 ~!,
Telephone
Form G-o2 rev. 10)3.06 Pag~ S Of 5
Tracy McHale
Met Ufe Annuity
2010
No. 21-08-0011
Annual Report of Guardian of the Estate
January, 2010
12/31/2009 1119.53 check from Met Life
-419.53 to Money Management Savings
-44.59 cell phone ck 338 12/28/2009
-35.00 counseling co-pay ck 341 12/30/2009 ~,
-200.00 rent ck 342 12/30/2009
-194.89 VISA ck 343 1/1/2010
-150.00 American Funds savings electronic 1/15/2010 ',
-19.99 gym fee electronic 1/19/2010 ~I
-55.53 remains in checking
0.00 balance
February, 2010
2/],/2010 1119.53 check from Met Life
-419.53 to regular savings
-80.62 cell phone ck 347 2/2/2010
-342.65 VISA do 348 2/2/2010
-200 rent ck 349 2/2/2010
-150.00 American Funds savings electronic 2/15/2010 ~',
-19.99 gym fee electronic 2/15/2010
93.26 used from dteddng balance
0.00 balance ~~
March, 2010
3/2/2010 1119.53 check from Met Life
-419.53 to Money Management Savings
-200.00 rent dk 354 2/25/2010 'I
-203.58 VISA ck 355 3/2/2010
-35.00 counseling co-pay ck 356 3/3/Z010
-80.62 cell phone dk 357 3/9/2010
-150.00 American Funds savings eledronic 3/15/2010
-19.90 gym tee eledronic 3/15/2010
-75.00 Smigel, Anderson, Sadks (attorney) ck 381 3/17/2010
-109.50 Magisterial District 09-3-04 (tidket) dk 382 3/18/2010
-120.00 CATRA CK 364 3/27/2010
293.60 used from checking
0.00 Balance
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__ , gelof5
April, 2010
4/5/2010 1119.53 check from Met Life
-169.00 t+o Money Management Savings
-80.60 cell phone do 365 3/30/2010
-120.00 CAl'RA dk 366 4/3/2010
-25.00 At5 Association donation ck 367 4/5/2010
-200.00 Rent dk 368 4/6/2010
-173.93 VISA dk 369 4/6/2010
-9.80 Debra Baseshore Wiest (taxes) dt 371 4/6/2010
-35.00 counseling co-pay dk 372 4/7/2010
-35.00 counseling cA-pay dk 373 4/14/2010
-150.W American Funds savings electronic 4/15/2010
-19.99 Gym fee electronic 4/15/2010
-101.21 remains in checking
0.00 Balance
May, 2010
4/30/2010 1119.53 cheek from Met Life
-92.54 Cell phone dk 374 4/30/2010
-350.00 Karin McHale -cruise deposit ck 375 4/30/2010
-90.00 CATRA dk 376 5/1/2010
-100.00 VISA dk 377 5/2/2010
-35.00 counseling W-pay dk 378 5/5/2010
-89.00 Hershey Med Ctr Physicians dk 381 5/12/2010
-25.00 First Church Youth Mission dk 382 5/16/2010
-150.00 American Funds savings electronic 5/17/2010
-19.99 gym fee electronic 5/17/2010
-144.96 LawallOrthodics electronic 5/25/2010
-23.04 remains in checking
0.00 Balance
tune, 2010
6/2/2010 1119.53 check from Met life
-269.53 to Money Management Savings
-70.90 cell phone ck 383 5/28/2010
-185.00 VISA dk 384 6/1/2010
-200.00 rent ck 385 6/1/2010
-35.00 counseling co-pay do 386 6/2/2010
-35.00 counseling co-pay do 387 6/16/2010
-250.00 American Funds savings electronic 6/15/2010
-19.99 gym fee electronic 6/17/2010
-80.89 Celt phone dk 388 6/28/2A10
-73.22 remains in checking
0.00 Balance
I
Pa 2 of 5
July, 2010
6/30/2010 1119.53 Check from Met Life
-19.99 gym annual fee electronic 6/30/2010
-200.00 rent ck 390 7/1/2010
-271.00 vacation payment ck 390 7/1/2010
-105.96 VISA ck 391 7/5/2010
-35.00 counseling Co-pay ck 392 7/7/2010
-150.00 American Funds savings electronic 7/15/2010
-302.58 toward car insurance of $972 ck 393 7/10/2010
-35.00 counseling co-pay ck 394 7/21/2010
0.00 balance
August, 2010
8/3/2010 1119.53 Chedc from Met Life
-319.53 to Money Management savings
-35.00 counseling co-pay ck 395 8/4/2010
-299.10 VISA ck 396 8/5/2010
-70.90 cell phone do 397 8/5/2010
-151.04 car payment do 398 8/5/2010
-150.00 American Funds savings electronic 8/16/2010
-93.96 remains in checking ',
0.00 balance
September, 2010 I,
8/31/2010 1119.53 Check from Met Life ',
-219.53 to Money Management savings
-151.04 car payment do 399 8/31/2010 '~
-71.12 cell phone do 400 8/31/2010
-200.00 rent ck 401 8/31/2010
-70.00 counseling oo-pay ck 403 9/1/2010
-35.00 CATRA Registration do 406 9/13/2010
-95.18 Heritage Medical Group ck 407 9/13/2010 '~,
-105.00 counseling appt do 408 9/15/2010
-150.00 American Funds savings electronic 9/15/2010
-22.66 remains in checking electronic
0.00 balance
October , 2010
9/30/2010 1119.53
-319.53
-100.00
-151.04
-76.12
Check from Met Life
to Money Management savings
counseling appt ck 411 9/30/2010
car payment ck 412 9/30/2010
cell phone ck 413 9/30/2010
',Page 3 of 5
-200.00 rent ck 414
-120.00 CATRA ck 416
-150.00 American Funds savings electronic
-2.84 remains in checking
0.00 balance
November, 2010
10/29/2010 1119.53 check from Met Life
-319.53 to Money Management Savings
-489.55 VISA ck 426
-71.12 cell phone ck 423
-35.00 counseling appt ck 427
-200.00 rent do 430
-150.00 American Funds savings electronic
145.67 used from checking
0.00 balance
December, 2010
12/1/2009 1119.53 check from Met Ufe
-219.53 to Money Management Savings
-77.40 cell phone ck 429
-486.77 VISA ckj 431
-200.00 rent do 430
-30.00 CATRA do 432
-35.00 counseling appt do 433
-150.00 American Funds savings electronic
79.17 used from checking
0.00 balance
2030 SUMMARY
9/30/2010
10/2/2010
10/15/2010
11/2/2010
10/29/2010
11/24/2010
11/30/2010
11/15/2010
11/29/2010
12/4/2010
11/30/2010
12/4/2010
12/8/2010
12/15/2010
13434.35 Annual Income from Met Ufe Insurance Company Annuity
Annual Expenses 2010
-2455.71 to Money Management Savings
-639.06 to regular savings
-897.42 to cell phone
-695.00 to counseling co-pay/appt.
-2000.00 to rent
-2581.43 to VISA Charge Card
-1800.00 to American Funds savings
-139.84 to gym fees
i~ Page 4 of 5
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-75.00 to Smigel, Anderson, Sacks (attorney)
-109.50 to Magisterial Distrid 09-3-04 (ticket) ck 392
-515.00 to CATR~- - horseriding therapy
-25.00 to AlS Association Donation
-9.80 to Debra Baseshore Wiest (personal taxes)
-350.00 to Karin McHale -cruise deposit
-89.00 to Hershey Med Ctr Physicians
-25.00 to First Church Youth Mission -donation
-144.96 to Lawall Orthodics
-271.00 to vacation payment -Outer Banks
-302.58 toward car insurance of $972
-453.12 to car payment
-95.18 to Heritage Fund Group -doctor
-372.46 remains in checking
611.70 used from checking balance
-13434.36
Page 5 of 5
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