HomeMy WebLinkAbout07-25-11GUARDIAN'S INVENTORY
COURT OF COMMON PLEAS OF CUMBERLAND
ORPHANS' COURT DIVISION
Estate of MARGARET H FICK
No. 21-11-0294
G.;
~C t~~~, 5 ~~r ~ ~
_.1_,1
`~[i ( `~J' ~~, ~~ ~~.
COUNTY, ~E~1~~5~`I,V~~~l'A ~~
ORP~LERK nc
Ct1~R~~'~ C;~URT q
~ ~ an Incapacitated Person
' 1 ~] a Minor
1. Real Estate: (Location, by whom occupied and rental Estimated Value:
terms, if applicable)
1677 Olde Kiln Drive, Chambersburg, PA 17201 215,931.00
Sub-Total for Real Estate: 215,931.00
2. Personal Property: Estimated Value:
F& M Trust checking acct xxx8408 as of statement date 4/7/11 2,569.43
F & M Trust Money Market acct xxx 9142 as of statement date 4/10/11 58.64
Stocks (still waiting for additional information at time of inventory due date0
Verizon
AT&T
Social Security =$1316.00 per month
Pension-Verizon=$$768.00 per month
3. Jointly Held Property: Estimated Value:
(Set forth real and personal property owned by the Incapacitated Person JOINTLY with any
other person(s). State whether held as tenants by the entireties; if not, whether the right of
survivorship exists.)
Jointly Held Property
Form G-04 rev. 10.13.06 Page 1 of 2
Estate of MARGARET H FICK ~ an Incapacitated Person
' ~~ a Minor
4. Anticipated Assets: Estimated Value:
(Set forth property of any kind expected to be acquired hereafter, together with
anticipated date of acquisition.)
Property Anticipated Date
of Acquisition
Sub-Total for Personal Estate: 2,628.07
(Attach additional sheets if necessary)
TOTAL OF ITEMS 1, 2, 3, and 4 : ............................. 218,559.07
Commonwealth of Pennsylvania
ss.
County of CUMBERLAND ;
GOOD NEWS CONSULTING, Inc. ,says that the foregoing is a full,
Guardian
true and complete Inventory of the Estate of MARGARET H FICK
the aforesaid Incapacitated Person or Minor; and that all of the information set forth herein is
true and correct to the best of the Guardian's knowledge and belief.
I verify that the statements made in this )
Inventory are true and correct. I under- )
stand that false statements herein are )
made subject to the penalties of )
18 Pa.C.S. § 4904 relating to unsworn )
falsification to authorities. )
4
~ ~~~ C'~C~ N C
GOOD NEWS CONSULTING,Inc.
Guardian
Attorney for Guardian: Douglas Gent
Supreme Court I.D. No.: 29964
Address: 1157 Eichelberger Street, Suite 4
Hanover, PA 17331
Telephone: (717) 632-4040
Form G-04 rev. 10.13.06 Page 2 of 2
06/28/2011 TUE 9:36 FAX 717 737 7834 F & M Trust Carnp Hill
*'~"**'"'"""""'***AUTO**M1XED AADC 170
29 7 9 0.7490 M B 0.382 14 37 1
~ ',II~~~II~~II~I~II~II~~III~'I'IIII~I'IIIII~~~"Illlf ~lll~lll'lll'
7807 ALBERTA DR
RADIO CITY SD 57702-8923
0006/010
STATEMENT OF ACCOUNT
STATEMENT PERIOD
FROM THROUGH
03-08-11 04-07-11
PAGE 1 of 3
ENCLOSURES 1
5
FREEDOM PREMIER
BEGINNING
BALANCE NUMBER
2,269.85 5
INTEREST PAID THIS YEAR
DEPOSITSI CHECKS!
CREDITS NUMBER DEBITS
2,314,58 1 2,000.00
ACCOUNT INTEREST INFORMATION
18
---~---- ACTIVITY -~---------~
DATE DESCRIPTIQN CREDITS
03-08 BEGINNING BALANCE
03-18 uS TREASURY 220 00077900000 235.00
TAX REFUND 031811
)cxx~oc5375 IRS
03-22 CHE[K 2608 00300002264
03-31 FRONTIER COMMtlNI 00077900000
DVO1DD1103 110331
00004523504FRON
04-01 BENEFITS PENSION 00077900000
088235382133911
04-01 us TREASURY 303 00077900000
XXSOC SEC 040111
xxx~oc5375A ssA
04-07 SERVICE FEE
04-07 INTEREST CREDIT
04-07 ENDING BALANCE
CHECK NO
28.31
735.20
1,316.40
.07
2,584.36
2,69.43
2,569.43
17EBITS
2,000.00
BALANCE
2,269.85
2,504.85
504.85
533.16
15.00
CHECKS
'" -denotes missing check number in sequence
R - deno#es returned check
AMOUNT CHECK NO AMOUNT CHECK NO
AMOUNT
~~
~., , ~ ~,
ACCOU(VT;
DIRECT F&M TRUST -MEMORIAL SQUARE OFFICE
INQUIRIES TO: P O BOX fi010 - 20 S MAIN ST
CHAMBERSBURG, PA 17201-6010
TELEPHONE: 717-264-6116
SERVICE ENDING
FEES BA
15.00 9.43
~~..
06/2/2011 TUE 9:37 FAX 717 737 7834 F & M Trust Camp Hill
Bolo/olo
STATEMENT OF ACCOUNT
""''"~"""'*tk*1kiR*AUTO**MIXED AADC 170
2579 0.5570 M B 0.382 13 25 1
~ ~1~'~II{~I'~~~jI111~I~11~~,~11~~I111~111i~1f~~~lle~~~~~el~~~~~ld
~"~ MARGARET H FICK
MARGARET H BRATEK
7807 ALBERTA OR
RAPID CITY 5D 57102-8923
STATEMENT PERIOD
FROM THROUGH
03-11-11 04-10-11
PAGE 1 ofi 1
ENCLOSURES
5
MONEY MANAGEMENT ACCOUNT PERSONAL ACCOUNT: 70-99142
BEGINNING DEPOSITS! CHECKS! SERVICE
BALANCE NUMBER CREDITS NUMBER DEBITS FEES
61.64 0 .00 D .00 3.00
ACTIVITY
DATE DESCRIPTION CREDITS DEBITS
03-11 BEGINNING BALANCE
04-08 SERVICE FEE 3.00
04-10 ENDING BALANCE
*""t SERVICE FEE DISCLOSURE FROM 3-11-11 THROUGH 4-10-11 ***
INACTIVE FEE
TOTAL SERVICE FEE
SERVICE FEE BALANCE INFORMATION FROM 3-11-11 THROUGH 410-11
AVERAGE LEDGER BALANCE 61.64 AVERAGE COLLECTED BALANCE
MINIMUM LEDGER BALANCE 61.64 MINIMUM COLLECTED BALANCE
0
END
BA ANCE ~/
58.fi4 '4
BALANCE
61.64
58.64
58.64
3.00
3.00
61. fi4
61.64
~~'
DIRECT F&M TRUST -WEST SIDE OFFICE
INQUIRIES TO: 1100 LINCOLN WAY W
CRAM BERSBURG, PA 17201-8829
TELEPHONE: 717-263-9168