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HomeMy WebLinkAbout04-11-11 (2)COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: LOUISE CARL , AN INCAPACITATED PERSOn ^ ` _ o --~_ =:° FILLE NO: 2109-0459 ~ , ? z r> ~. ---ate _ ANNUAL REPORT OF THE GUARDIAN OF THE ESTATE ~ ~~ ~ --- ~`. J ~.. .... . 1. INTRODUCTION ~ ; ~ r; Pennsylvania Guardianship Association /Brian D. Brooks was appointed the Limited, X Plenary Guardian of the Estate by Decree of ORPHAN'S COURT Jude Dated: 3/30/10 X (A) This is the Annual Report for the period from 3/30/1.0 to 3/30/10 (B) This the Final Report for the period from to and is filed for the following reason: 1. The death of the incapacitated person, Date of Death 2. The guardianship was terminated by the Court by Decree of Jude Dated 2. SUMMARY A. State the value of the estate reported on the inventory $ 1,794.00 B. State the value(s) of principle assets at the beginning of the Report Period. (Same as the inventory if this is the first report, otherwise, balance from last report) $ 1,794.00 C. What is the total amount of income earned during the report period? $ 16,930.02 D. What is the total amount of income and principle spent for all purposes during the report period. $ 18,724.02 E. What are the balances remaining at the end of the report period? 1. Principle $ 2. Income $ 3. Total principle and income $ 1,078.29 a~ -~ _;~, ~'~ O °T1 ~~ ~) THE ESTATE OF: LOUISE CARL 3. ADDITIONAL INFORM lease attach additional pages.) (If more space is needed, p A. Principle I .How is the principle balance 1 T ~ dRESIDENTe ACCOUNT AT FACILITY PAGA CUSTODIAL ACCOUN 2. Have there been any expenditures from principle during this report period? If yes: a. Have al all expenditures from principle been for shoe sole benefit of the Incapacitated Person? b. List the purpose and amount of expenditures: SEE ATTACHED ALL TRANSACTION REPORT. c. Was approval received prior to expending principle? Yes X No 3. Were additional principle assets received during this report period that were not 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 principle? Yes No b. State the sources and amounts of additional principle received: B. Income I . State sources of income received during the report period: 1. SOCIAL SECURITY 2. BLACK LUNG PENSION 3. INTEREST Total income received during report period: ~ I6 930.02 2. How is the income currently invested? (Specify) PAGA CUSTODIAL ACCOUNT // RESIDENT ACCOUNT AT FACILITY THE ESTATE OF: LOUISE CARL C. Expenses for Care and Maintenance: (Specify what expenditures were made from the principle and income for the care and maintenance of the incapacitated person) SEE ATTACHED ALL TRANSACTION REPORT D. Other expenditures (Specify any other expenditures not previously reported) E. Guardians Commissions (List the amounts of compensation paid as guardian's commission and state how amount was determined:) Amount Method of Determination Court Approval Obtained es No 1200.00 F. Counsel Fee (List amounts paid as counsel fee, and indicate whether Court approval was obtained.) I verify that the foregoing information is true and correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties in 18 PA. C.S.A. S/S 4904. ,J " Date: ~~ ~~~ ~), Brian D. Brooks Pennsylvania Guardianship Association PO Box 7295 Lancaster, PA 17604 717-299-4568 r r ~_ d' N N m f4 a O ~. 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