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HomeMy WebLinkAbout09-02-11 (2) ~ -, ~ T': ~~-""? © ~:~ --~ . r-µ Z7 --~/''~~ a~~ yyt A~ -- _,~ - ..._y F ~ 1 f y r ~ ~ ~' ~ T OF ` ' REPOR ANNUAL IAN OF THE ESTATE GUARD ~ ~ ~ -~ `-~ -~^~ ~ '~ -~ ~~ . - ...~ ~_ _ . - -, COURT OF COMMON PLEAS OSYLVANIA CUMBERLAND COUNTY, PEo ORPHANS' COURT DIVISI Elise Rachel Binder , an Incapacitated Person Estatc of No. 21-09-0496 I. INTRODUCTION ,was appointed Lilli A. Binder ed Guardian of the Estate by Decree of J• Wesley Oler, Jr. , J., ®Plenary ^ Limit dated August 31, 2009 Se tember 1, ~ 2010 [~ A. This is the Annual Report for the period from e `Re ort Period"); or to Au ust 31 20___ 11 __ (th p ^ B. This is the Final Report for the period from ' (the "Report Period"), and is filed to ' 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 Form G-02 rev- 10.13.06 Page 1 of 5 ~~u vv Elise Rachel Binder , An Incapacitated Person Estate of II. S Y 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 princ aal spent for all purposes during the Report Perio E. What are the balances remaining at the end of the Report Period? 210.00 1. Principal ~ 2. Income $ 0'~ 3. Total of Principal and Income III. ADDITIONAL INFORMATION (If more space is needed, please attach additional pages.) A. Principal ~ 210.00 ~ 210.00 ~ 5,899.00 $ 5,899.00 ~ 210.00 1. How is the principal balance listed above currently invested? (Please specify, e.g., real estate, certificates of deposit, restricted bank. accounts, etc.}: Tangible personal property and. bank account exclusively for Incapacitated Person. 2. Have there been any expenditures from the principal ®YeS ®No during the Report Period? ... - • • • • • • • • • • • . If yes: a. Have all expenditures from the principal peen for • ` ~ Yes D No the sole benefit of the Incapacitated Perso Page2of5 Form G-02 rev. 10.13.06 Elise Rachel Binder , An Incapacitated Person Estatc of b. List purpose and amount of expenditures: $ c• Was Court approval received prior to 0 Yes ^ No expending the principal? .••••••••••••••••""' 3. Were additional principal assets received during the Report Period which were not included Esthate~ ®Yes ~ No Inventory or a prior Report filed for the • • • ~• If yes: a, Was Court approval requested prior to ~ YeS p No receiving the additional principal? .......... 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.): Center for Industrial Training pre-Vocational Training Social Security SSI Total income received during Report Period: ~ 203.00 $ 5,696.00 $ 5,899.00 Page 3 of 5 Form G-02 rev. 10.13.06 Estate of Elise Rachel Binder _ , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Income is placed in a special bank account for the Incapacitated Person. 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.): clothing 272 room and board 4269 sundries/personal care items 253 unreimbursed medical expenses 495 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.) recreation 210 educational trip 400 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount Method of Determination 0.00 Form G-02 rev. 10.13.06 Court Approval Obtained ^ Yes ^ No Yes ^ No Page 4 of 5 J ~ 1 Estate of Elise Rachel Binder , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained 0.00 ^ Yes ®No ^ Yes ®No 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. September 1, 2011 Date Lilli A. Binder Form G-02 rev. 10.13.06 Si ture of Guardian of the Estate Name of Guardian of the Estate ('type or print) 5264 Strathmore Drive Address Mechanicsburg, PA 17050 City, State, Zip (717) 975-3495 Telephone Page 5 of 5