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Home My WebLink About09-22-11~~ ~ C'~ AL gEpORT OF ~' `~ ~^, ANNU IAN OF THE ESTATE ~~ `, GV A~ . ~ --, '~ ,-T~ ON PLEAS OF COURT OF COM QTY, PENNSYLV ANIA Cumberland ORPHANS' COURT DIVISION ~~. .-.-, •.~ ..'~ ~~ r 7 '` ~ •C~ an Incapacitated Person Estate of Doris G' Barron No 21-09-0'138 was appointed I. INTRODUCTION Baum ,1., on and Cynthia L• M L Ebert,lr. -- Franklin J .Barr Decree of ,-..-- Guardian of the Estate by ®plenary ®L~mited tembeT 1 ~ , 2009 2010 Sep _~_' _._-- dated Sep tembeT 17 ort for the period from ~-- rt period")~ °Y ® P,, This is the Annual Rep ~ 201____1__- (the "Rep to Se tember 1'1 ~ ~~ ort for the period fi'oYn ~~ and is filed ®g This is the Final Rep _ (the "Rep°rt perod )~ to for the follow~mg reason: acitated Person. Date of death: -~- 1. The death ~f the Incap resentativc: Nan1e of Personal Rep b Decree of Guardianship was terminated by the Court y 2, The J., dated page 1 of 5 Form G-~Z rev. ~ ~~ ~ 3.06 An Incapacitated Person Doris G• Baron Estate of II. SUMMARY . State the value of the estate reported on the Inventory A al assets at the beginning of B. State the value(s) of princip if first Report, the Report pe~Od' (Same as Inventory otherwise, ending balance from last Report) What is the total amount of income earned during the C. Report Period? What is the total amount of income and principal D' u oses during the Report Period? spent for all p rP at are the balances remaining at the end of the Report E. ~ Period? $ 402,563.78 1 principal $ 4,006.49 2. Income 3. Total of Principal and Income ATION Q es. III, ADDITIO a eL In ed dR please attach additional p S ~ (If more p $ 402,563.78 ~ 373,267.91 ~ 38,055.00 $ 34,048.51 $ 406,570.27 A, Principal How is the principal balance listreal e tate,unently 1' ~ Please specify, e•g•~ invested. ( accounts, etc.): certificates of deposit, restricted bank Real Estate, Certificates of Deposit, Bank Accounts ex enditures from the principal ~ yes ®No 2, Have there been any p .......... ............ • during the Report Period? I f yes: rind al been for ®yes ®No a. Have all expenditures from the p P the sole benefit of the Incapacitated Person? • • • • • • • • page 2 of 5 Form G-0? rev. ]0.13.06 An Incapacitated Person Estate of Doris G• Bay°n enditures: 31,829.31 ose and amount of exp $_ 725.00 b. List pure d Franklin $- 325.00 Nursing Care for Doris an Medicine $ 2,06920 Clothing $ Health Insurance royal received prior to ~ Yes ~ No c. Was Court app ~ .... .. .... . . expending the principal . dditional princtpal assets reua d ari heng ~e Yes ®No 3• Werea ••...® Report Pen°d W~c Re r rt filed for the Estate? Inventory or a pn°r Po If yes: nested prior to ~ Yes ^ No a was Court aPPr°val req rincip receiving the additional p al? • • • • • • ' ' ' ' ' • • b. State the sources and amounts of the additional principal received: $ _ $_ g. Income ate sources and amounts of income received ~. St rt period (e-g~, Social Security, during the Repo $ 27,264.00 rents, etc.): 6,339.00 pension, $ Social Security $ 3,303.00 Pension $ 1,149.00 IRp Distribution _. $ Interest Income $ $ 38,055.00 Total income received during Report period: Page3of5 Form G-OZ rev. ] 0.13.06 An Incapacitated Person Estate of D~ G B~ 2 invested? (Please How is incom estn ~ d bank accounts, client specify, e~g•~ care account, etc.): e osit, IRA Bank Accounts, Certificates of D p amtenance the principal and C. Expenses for Care and M ade from acitated what expenditures ""ere m specify d maintenance of the IncaP etc.): income for the care an lothing, nursing home medicine, SuPp°rt, Person (e•S•~ c Medicine - $"125.00 $325.00 oris - $31,829.31 Clothing - Nursing Home for Franklin and care 2 069.20 uired nursing Healt H usehold a penses until both req Joint the Report D, Other Expenditures onse to what other expenditure msestat d do re P g specify Period• (Do not include any ite question C above.) None s Comm aid as Guardian's comnvssion E„ Guardian' is ens tion p Court List amounts of comp determined: punt was Approval Obtained and state how am Amount Method of Determination Yes ®No ^Yes ~No page 4 of 5 Form G-OZ rev. ~ 0. ~ 3.06 An Incapacitated Person Estate of DOS-'. Ban'on royal was obtained. el fee, and indicate whether Court app F. Counsel F is paid as coups ('ourt List am°~ Approval Obtained Amount Dyes ~No Yes ®No best of my ~°`"/ledge' 4904 ect to the enalties of 18 pa'C.S. § Ding information is COrr ect to the p I verify that the foreg is verification is subj ,Q d belief; and that th ties. % 0 infor-Y'at'on ~' falsification to auth°ri relatlVe t0 UriSwOTT1 rdian of the Estate pat e ofGua September 1, 2011 pate sus j1 . Jthe Estate (type °r Print) Name of uardian o ~ ~~~ 11 Address ~~ ~ > n ~ City, State, Zip ..~ 19 b C1 ~ S ~!~ .- Telephone Page 5 °f 5 Form G-0z rev. 10.13.06 N'S j~vENTO~ZY GU A~IA Y pENNSYLV ANIA COST N PLEA' Cumberland S OF _.---~ (VISION COURT OF COMMO ORI'HANS~ COURT D Doris G. garcon No 21-09-0738 Estate of b whom occupied and rental Location, Y Estate: 1. Beals livable) lvania 1?011 e. term ,'f apP anstown, Pennsy reside at Messiah V illa~ Streets D ri G Byron PTeSently 416 East Green Pe~sylvania 1?055 Franldm J • Baron an 43'7, Mechaicsburg, Circle, Room Messiah ~~---~ -,-, acitated per~~= ®an~'`~ ~ a lvi ~, 1, 'r Q `J;!_ . . .r,. `.7 Vry 'L .1 . ~_ Estimated V aide 222 Total far Real Estate: su,b- _ 145,000.00 145,000.00 Estimated V aloe: 21,000.00 6,00 2. personal Pr°perty belon~in~s Household Jewelry Estimated V slue: acitated Person JOI ^i7'LY with any $eld property' 1 not, whether the right °f ersonal proPerry owned ~' the IncaP 3. JOlntl}' tenants 6y the entireties; f (Se1 forth real and P other person(s) State whether held as exists.) Jointly Held Properh' -"- sn~yivorship `~ Ba= ccounts won Doris G. B _~.~-- pranklin~ n CDs 134 "169.48 51, 44 Page Form G-04 rev. 10.13.06 t Estate of Doris G. Barron 1®an Incapacitated Person I®a Minor Estimated V alue: 4, Anticipated Assets: (Set forth property of arty kind expected to be acquired hereafter, together with anticipated date of acquisition.) Anticipated Date Property ojAcquisition ~- 257,563.78 Sub-Total for Personal Estate: 402,563.78 (Attach additional sheets if necessary) TOTAL OF ITEMS 1, 2, 3, and 4: ..... . Comrnonvvealth of Pennsylvania ss. County of Cumberland : says that the foregoing is a full, Franklin J. Barron and Cynthia L. Baum Guardian of the Estate of Doris G. Barron true and complete Inventory d Person or Minor; and that all of the information set forth herein is the aforesaid Incapacitate e and correct to the best of the Guar'dian's ]mowledge and belief. tru I verify that the statements made in this ) Inventory are true and correct. I under- ) stand that false s he eri ~tres of are j made subject tot P to unsworn ) 18 Pa.C.S. § 4904 relating ) uthorities. ~1 C' G dian falsification to a for Guardian: Jennifer B Hipp, Esq. Attorney Supreme Court LD• No.: ------ Address: One west main Street Shiremanstown., PA 17011 (717) 737-8761 Telephone: Page 2 of 2 Form U'04 rev. 10.)3.06