HomeMy WebLinkAbout07-05-11 (2)ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Hazel A. Priest
No. 21-09-0878
I. INTRODUCTION
M ., .
~.
~ ~ ,.~~/
~, ... ;,,
''` ,
~~, ~~. „~
i~:.
~,
PA
an Incapacitated Person
Jewish Family Service of Greater Harrisburg, Inc. ,was ap~-ointed
®Plenary ~ Limited Guardian of the Estate by Decree of J . Wes 1 e y O 1 e r , ,7'r . , J,,
dated January 4 , 2010 .
~ A. This is the Annual Report for the period from January 4 2 010
to December 31 201 0 (the "Report Period"); or
® B. This is the Final Report for the period from
to
for the following reason:
(the "Report Period"), and is filed
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
~~~ ~~~r: ~; r
~ ~j ~F r ~r.l J^;r'
~ ~1. ;... , ;,.-
~-
` '-i-',!
Form G-02 rev. 10.13.06 Page 1 of 5
Estate of Hazel A. Priest
II. SUMMARY
An Incapacit:atf;d Person
A. State the value of the estate reported on the Inventory $ 518 , 9 7 5.8 4
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.) $ 518.9 7 5.8 4
C. What is the total amount of income earned during the
Report Period? $ 1 7, 6 4 3.5 6
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 4 7 , 9 01 .4 5
E. What are the balances remaining at the end of the Report
Period?
1. Principal $_ 5 2 3, 0 2 8.3 7
2. Income $ ( 30, 257 __ R9 )
3 . Total of Principal and Income $ 4 9 2 ~ 7 '7 0.4 8
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.):
See attached Accounting
2. Have there been any expenditures from the principal
during the Report Period? ............................ ®Yes ®No
IfyeSZncome was insufficient to pay all expenses)
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? ........ ~ Yeas ^ No
Form G-02 rev. 10.13.06 Pagf; 2 of 5
Estate of Hazel A. Priest
b. List purpose and amount of expenditures:
See attached Accounting
An Incapacitated Person
$ _
$ ~_
c. Was Court approval received prior to
expending the principal? ....................... ^ Yes. ~ 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? ....... N~A ..... ^ Yes ^ No
b. State the sources and amounts of the
additional principal received:
N/A $
$ _
$ _
$ _
B. Income
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
$ _
See attached Accountinq $ _
$ ~_
$ _
Total income received during Report Period: $ 0.00
Fo,m c-o2 rev. 10.13.06 Page 3 of 5
Estate of
Hazel A. Priest
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
See attached Accounting
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 Accounting
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 Accounting
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commission
and state how amount was determined:
Amount
$ 18,230.00
Method of Determination
Hourly at $ 120.00/ hr
An Incapacitated Person
Court
Approval Obtained
®Yes ~ ~No
®Yes [~ :No
Form c-o2 rev. 10.13.06 Page 4 of 5
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
N0.21-09-0878
IN RE: HAZEL A. PRIEST, A PARTIALLY INCAPACITATED PERSON
ACCOUNT OF JEWISH FAMILY SERVICE OF GREATER HARRISBURG, INC.,
PERMANENT LIMITED GUARDIAN OF THE ESTATE OF HAZEL A. PR:[EST
ACCOUNTING FOR THE PERIOD: JANUARY 4, 2010 TO DECEMBER 31, 2;010
Gary L. Rothschild, Esquire
Pa. Supr. Ct. I.D. No. 62041
2215 Forest Hills Drive, Suite 35
Harrisburg, PA 17112
(717) 540-3 510
Attorney for Permanent Limited Guardian
of the Estate of Hazel A. Priest
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
REPORT OF PERMANENT LIMITED GUARDIAN OF THE ESTATE OF HAZEL A.
PRIEST FOR THE PERIOD ENDED DECEMBER 31 2010
Principal receipts and disbursements See attached Exhibit "A"
Income receipts and disbursements See attached Exhibit "A"
As Guardian of the Estate of Hazel A. Priest, a partially incapacitated person, I acknowledge
that I shall file within 60 days of the death or adjudication of capacity of Hazel A. Priest a final
accounting with the Orphan's Court Division of the Cumberland County Court of Corrlm~on Pleas,
Cumberland County, Pennsylvania.
Jewish Family Service of Greater Harrisburg, Inc.
Guardian of the Estate of Hazel A. Priest
Y•
Helene Cohen, CEO
2
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
SUMMARY OF ACCOUNT
For the Period of 01/04/2010 throw h 12/31/2010
Exhibit "A"
Page
PRINCIPAL
Balance per Inventory as of 01/04/2010
Increase in value of Allianz annuity
Redemption of Sovereign C.D.'s
Purchase of Western National annuity
Increase in value of Western National annuity
Increase in value of PNC C.D.'s (not paid out as interest)
Less Disbursements
Principal Balance on Hand as of 12/31 /2010
INCOME
Opening Balance at appointment date 1/04/2010
Receipts: 4-5
Less Disbursements: 6-13
Income Balance on Hand as of 12/31 /2010
COMBINED BALANCE ON HAND 12/31/2010 14
C~urr. ent
Value
$ 518,975.84
1,266.60
( 124,658.97)
124,658.97
2,'21.03
2;64.90
~D JG.; , GO.J /
$ .00
1 7,643.56
47 901.45)
30.2`>7.89)
$ 492 7"70.48
3
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
RECEIPTS OF INCOME
Date CASH RECEIPTS
02/03/2010 Social Security
03/03/2010 Social Security
04/02/2010 Social Security
05/03/2010 Social Security
06/03/2010 Social Security
07/02/2010 Social Security
08/03/2010 Social Security
09/03/2010 Social Security
10/01 /2010 Social Security
11/03/2010 Social Security
12/03/2010 Social Security
Total Social Security
1 /04/2010-
12/31 /2010 Interest- Checking Account-PNC
1 /04/2010-
12/31 /2010 Interest -Money Market Account-PNC
1 /04/2010-
12/31 /2010 Interest -Certificate of Deposits-PNC
Total PNC Interest
1 /04/2010-
12/31 /2010 Interest -Certificate ofDeposits-Sovereign Bank
Amount
$ 1,440.00
1,440.00
1,440.00
1,440.00
1,440.00
1,440.00
1,440.00
1,440.00
1,440.00
1,440.00
1,440.00
`.~ 15,840.00
$ 19.28
$ 3.83
$ 277.25
,~ 300.36
`.fi 1,224.51
4
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNS~YI~VANIA
A partially incapacitated :
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL RECEIPTS (continued)
01/04/2010- Northern Trust Pension $ 224.88
12/31/2010
O l /04/2010- Miscellaneous (05/05/2010) ;$_ 53.81
12/31/2010
TOTAL RECEIPTS $ 17,643.56
5
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS
Pharmacy
O 1 /07/2010 $ 55.00
O 1 /21 /2010 52.16
02/04/2010 50.00
02/17/2010 52.16
04/09/2010 9.80
06/02/2010 106.82
07/07/2010 106.82
08/04/2010 111.82
08/31 /2010 111.82
10/05/2010 111.82
10/29/2010 42.26
12/01 /2010 5.00
Total Pharmacy $ 81.5.48
Hospital, Doctors and other out of home medical care
03/17/2010 $ 568.00
03/23/2010 90.00
04/02/2010 90.00
06/17/2010 85.42
07/28/2010 79.53
07/28/2010 28.40
09/07/2010 5 82
Total out of home medical care $ '947.17
6
IN RE:
HAZEL A. PRIEST,
A partially incapacitated
person
: IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSY"LVANIA
ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Repairs and Maintenance
O 1 /07/2010
O 1 /25/2010
O 1 /27/2010
02/04/2010
03/15/2010
03/19/20101awn care
03/26/2010 lawn care
OS/27/20101awn care
OS/27/20101awn care
06/02/2010
06/17/2010 lawn care
06/29/2010 lawn care
08/04/2010 lawn care
08/31 /2010 lawn care
08/31 /20101awn care
09/15/2010
10/ 18/20101awn care
11 / 16/201 O lawn care
Total Repairs and Maintenance
Real Estate Taxes on House
07/23/2010
$ 107.55
109.58
107.02
8.00
173.00
54.54
55.10
54.54
55.10
119.75
124.02
55.10
54.54
57.26
57.85
133.30
57.85
57.85
$ 1,441.95
$ 1,092.24
7
IN RE:
HAZEL A. PRIEST,
A partially incapacitated
person
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
In-Home Medical Care
01/21/2010
02/12/2010
02/19/2010
04/09/2010
04/21 /2010
05/05/2010
05/27/2010
06/29/2010
07/07/2010
07/23/2010
08/04/2010
08/31 /2010
09/15/2010
10/05/2010
10/05/2010
10/18/2010
10/29/2010
11 /09/2010
12/01/2010
12/07/2010
Total In-Home Medical Care
$ 378.00
3 87.00
306.00
364.50
351.00
360.00
3 70.49
1,732.50
1,143.00
859.50
747.00
882.00
823.50
850.50
823.50
832.50
859.50
805.50
904.50
823.50
$ 14.,603.99
8
IN RE:
HAZEL A. PRIEST,
A partially incapacitated
person
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Food/Giant & Personal Advances to/for Hazel
O 1 /27/2010
02/04/2010
02/ 11 /2010
02/ 12/2010
02/25/2010
04/23/2010 cash for groceries
04/30/2010 cash for groceries
05/05/2010 cash for groceries
05/12/2010 cash for groceries
05/18/2010 cash for Hazel
06/01 /2010 cash for Hazel
06/10/2010 cash for Hazel and money for lock box
07/09/2010 cash for groceries
07/ 13 /2010 cash
07/20/2010 cash for groceries and a watch
08/10/2010 cash
08/18/2010 cash for groceries
08/30/2010
09/14/2010 cash for groceries and shower chair
09/27/2010 cash-personal use
10/18/2010 cash for groceries and personal
10/26/2010 cash for groceries
11 /03/2010 cash for groceries and personal
11/15/2010 cash for groceries and personal
11 /28/2010 cash for groceries and personal
12/13/2010 cash for groceries and personal
12/20/2010 cash for groceries and personal
12/27/2010 cash for groceries and personal
Total Food/Giant & Personal Advances to/for Hazel
~ 44.61
15.42
8.00
38.76
46.10
100.00
54.80
100.00
100.00
100.00
100.00
250.00
50.00
100.00
175.00
100.00
125.00
150.00
250.00
300.00
150.00
100.00
100.00
100.00
300.00
200.00
100.00
300.00
~ 3,5~-7.69
9
IN RE:
HAZEL A. PRIEST,
A partially incapacitated
person
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
: ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Utilities
02/01/2010 Verizon $ 20.36
02/01 /2010 Comcast 59.10
02/02/2010 PPL 600.16
02/02/2010 Water 93.93
02/12/2010 Sewer/Trash 115.00
02/13/2010 PPL 370.44
02/25/2010 Comcast 59.10
03/01/2010 Verizon 41.69
03/17/2010 Verizon 157.52
03/26/2010 Water 86.35
03/31/2010 PPL 265.40
04/20/2010 Verizon 24.16
05/05/2010 PPL 196.27
05/05/2010 Water 44.15
05/07/2010 Comcast 130.61
05/25/2010 Comcast 63.05
05/25/2010 Water 42.55
05/27/2010 Sewer/Trash 138.00
05/27/2010 Verizon 20.67
06/02/2010 PPL 127.35
06/17/2010 Verizon 20.17
06/29/2010 Comcast 63.06
06/29/2010 Water 45.73
07/07/2010 Sewer/Trash 115.00
07/07/2010 PPL 75.73
07/14/2010 Verizon 20.37
07/23/2010 Comcast 63.06
07/28/2010 Water 46.79
08/04/2010 PPL 108.19
08/18/2010 Verizon 19.91
08/31 /2010 PPL 56.93
08/31 /2010 Water 3 8.79
09/07/201.0 Comcast 66.99
09/15/2010 Verizon 18.44
10
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYIC,VANIA
A partially incapacitated :
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Utilities (Continued
09/22/2010 Comcast
10/05/2010 Water
10/05/2010 PPL
10/05/2010 Sewer/Trash
10/12/2010 Verizon
10/29/2010 Water
10/29/2010 Comcast
11/03/2010 PPL
11/09/2010 Verizon
12/01 /2010 Comcast
12/01/2010 Water
12/01 /2010 PPL
12/04/2010 Verizon
Total Utilities
Alert One/Lifeline
01/12/2010
02/12/2010
03/12/2010
04/13/2010
05/05/2010 Lifeline
05/12/2010
06/14/2010
07/13/2010
08/12/2010
09/ 14/2010
10/13/2010
11/15/2010
12/14/2010
Total Alert One/Lifeline
66.99
39.59
60.83
115.00
19.76
38.32
66.98
120.89
21.25
66.98
33.49
203.02
20.00
$ 29.63
29.63
29.63
29.63
75.00
29.63
29.63
29.63
29.63
29.63
29.63
29.63
29.63
$ 4,288.12
$ 430.56
11
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Jewish Family Service- bill paying/case management
02/17/2010 $ 2,760.00
04/12/2010 585.00
04/ 12/2010 812.50
05/10/2010 3,315.00
06/09/2010 1,560.00
07/01/2010 1,755.00
08/03/2010 2,275.00
09/02/2010 1,950.00
10/05/2010 1,690.00
11 /02/2010 1,072.50
12/16/2010 455.00
Total JFS Bill Paying/Case Management
Miscellaneous
01/15/2010 ck 4472-written by Hazel $ 89.14
02/17/2010 ck 4485-written by Hazel 26.40
02/17/2010 ck 4486-written by Hazel 8.48
02/25/2010 Historical Society-dues 10.00
03/08/2010 ck 4553-written by Hazel 57.16
03/22/2010 ck 4503-written by Hazel 45.00
03/25/2010 ck 4518-written by Hazel 60.00
04/07/2010 ck 4523-written by Hazel 71.00
04/13/2010 Jackson Hewitt 136.00
04/15/2010 Rite Aid 5.00
04/15/2010 ck 4525-written by Hazel 60.00
04/19/2010 ck 4527-written by Hazel 173.54
05/27/2010 Golden Halo-back pay for services 216.00
06/10/2010 Cash 25.00
06/25/2010 Marjorie Koch-reimbursement-watch 35.06
06/30/2010 Marjorie Koch 100.00
07/13/2010 Marjorie Koch-reimbursement-walker slider 19
00
08/10/2010 Marjorie Koch-reimbursement-toilet seat .
8,47
$ 18,230.00
12
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued
Miscellaneous (continued)
08/31 /2010 AARP 15.00
09/15/2010 Ohio Casualty-Homeowners Insurance 554.00
12/14/2010 Zion Lutheran Church 780.00
Total Miscellaneous
TOTAL DISBURSEMENTS
$ 2 494.25
$ 4 7 901.45
13
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated
person :ORPHANS' COURT DIVISION
DOCKET NO. 21-09-0878
PRINCIPAL BALANCE ON HAND AS OF 12/31/2010
CASH ACCOUNTSAND OTHER ASSETS
Residence: 922 Susan Circle, Enola, PA $ 130,800.00
1991 Buick LeSabre automobile 1,300.00
PNC checking account 10 028.06
PNC money market account 4820.31
'
PNC certificates of deposit 86
058.32
Sovereign Bank certificates of deposit 62 168.91
'
U.S. Series E and EE savings bonds 23
582.35
'
MetLife insurance policy 1
000.00
Allianz Life annuity 45832.53
'
Western National annuit
Y 127,180.00
TOTAL PRINCIPAL ON HAND $ 492,770.48
14