Loading...
HomeMy WebLinkAbout01-30-12 __, - ~ r - -~ ~~ ~_.. - -- , ANNUAL REPORT OF - ~~ ~ - GUARDIAN OF THE E ~ ' - STATE _ ,: - ,.~- ~; ,, _ '" _" .~ i -^ ('E.: J f=c-5 COURT OF COMMON PLEAS OF a ' CUMBERLAND COLrNTY, PENNSYLVANIA ~ ORPHANS' COURT DIVISION Estate of _ Tracy A. McHale No. 21-08-0011 an Incapacitated Person I. INTRODUCTION Michael and Karin McHale , was appointed ®Plenary ®Limited Guardian of the Estate by Decree of M. L. Ebert, Jr. dated 02/12/2008 ' J'' A. This is the Annual Report for the period from January 1 2011 to December 31 2011 (the "Report Period ) ";or, © B. This is the Final Report for the period from to (the "Report Period"), and is filed for the following reason: I . 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 l•~r~nr G-02 rev. !0.!3.06 Page 1 of 5 Estate of Tracy A. McHale II. SUMMARY 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 principal spent for all purposes during the Report Period? An Incapacitated Person $ 400,000.00 1`~et Life annuity $ 13,837.44 ~ 13,837.44 E. What are the balances remaining at the end of the Report Period? I. Principal $ 400,000.00 2. Income $ 3. Total of Principal and Income $ 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.): Met Life annuity 400,000.00 2. Have there been any expenditures from the principal during the Report Period? .... . ....................... D Yes No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? ...... . . ^ Yes '~~ No 1-bum C-0? ~~ev. 10.13.06 Page 2 of 5 Estate of Tracy A. McHale An Incapacitated Person b. List purpose and amount of expenditures: 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? ................ ^ yes ^ No 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.): Annual distribution from Met Life Insurance $ Company annuity ~ 13,837.44 Total income received during Report Period: $ 13,837.44 l-'orm G-02 rev. 10.13.06 Page 3 of 5 Lstate of Tracy A. McHale An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Client care and savings accounts 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.): Sec attachment -last page 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.) E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount Method of Determination Court Approval Obtained Q Yes ~ No Yes ^ No Fon~~ G-OZ rev. /0.!3.06 Yage 4 of 5 Estate of -Tracy A. McHale An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Amount Court Approval Obtained [] Yes [] No 0 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. ~,~~~~7~ ~~~~- O1/26/2012 ,. } lute GL' ~ Signature of Guardian of the Estate Michael JMcHale / Karin M McHale Name ofCuardlan of the Estate (type or prrnt~ Forn; G-OZ ,-ei~. 10.!3.06 218 Woods Drive Address Mechanicsburg, PA 17050 City, State. Zip (717) 766-0351 Telephone Page 5 of 5 Tracy McHale Met Life Annuity - 2011 January , 2011 12/30/2010 1153.12 -353.12 -72.16 -200.00 -52.50 -343.64 -150.00 18.30 0.00 February, 2011 1/31/2011 1153.12 -353.12 -71.31 -247.5 -200 -4.92 -90 -150.00 -36.27 0.00 No. 21-08-0011 Annual Report of Guardian of the Estate check from Met Life to Money Management Savin gs cell phone ck 437 rent ck 438 counseling appt ck 439 VISA ck 440 American Funds savings electronic used from checking balance balance check from Met Life to Money Management Savin gs cell phone ck 444 Smigel, Anderson & Sacks ck 449 rent ck 447 Good Hope Physicians ck 450 CATRA ck 451 American Funds savings electronic remains in checking balance March, 2011 2/28/2011 1153.12 check from Met Life -353.12 to Money Management Savin gs -71.31 cell phone ck 453 -200.00 rent ck 454 -120.00 CATRA ck 456 -78.00 PA Dept of Revenue ck 458 -25.00 ALS Assocation ck 459 -34.32 Heritage Medical group ck 460 -150.00 American Funds savings electronic -105.00 counseling co-pay ck 461 -60.30 Holy Spirit Hospital ck 462 43.93 used from checking 0.00 Balance 12/31/2010 1/3/2011 1/5/2011 1/5/2011 1/14/2011 1/29/2011 2/17/2011 Attorney Fee 2/1/2011 2/17/2011 2/19/2011 2/15/2011 3/2/2011 3/3/2011 3/5/2011 3/9/2011 3/15/2011 3/15/2011 3/15/2011 3/16/2011 3/23/2011 1 April, 2011 3/31/2011 1153.12 -353.12 -71.31 -499.71 -9.80 -150.00 -52.50 -16.68 0.00 check from Met Life to Money Management Savings cell phone ck 464 VISA ck465 Debra Baseshore Wiest (personal taxes) CATRA ck 467 counseling co-pay ck 469 remains in checking Balance May, 2011 4/30/2011 1153.12 check from Met Life -553.12 to Money Management Savin gs -71.28 Cell phone ck 473 -36.00 Commonwealth PA ck 474 -150.00 American Funds savings electronic -93.65 Comcast ck 476 -52.50 counseling co-pay ck 477 -105.00 CATRA ck 478 -79.67 PPL ck 479 -34.19 Hershey Medical Physicians ck 480 22.29 used from checking 0.00 Balance June, 2011 5/31/2011 1153.12 check from Met Life -353.12 to Money Management Savin gs -250.00 rent ck 482 -53.56 Walmart ck 483 -56.00 Erie Insurance ck 484 -52.50 counseling co-Pay ck 486 -71.28 cell phone ck 487 -20.00 Acorn Health ck 489 -20.00 Acorn Health ck 490 -150.00 American Funds savings electronic -20.00 Acorn Health ck 491 -20.00 Acorn Health ck 492 -86.66 remains in checking 0.00 Balance 3/30/2011 4/2/2011 4/2/2011 ck 466 4/2/2011 4/7/2011 4/29/2011 4/29/2011 car registration 5/15/2011 5/19/2011 5/4/2011 5/14/2011 5/16/2011 5/17/2011 5/27/2011 5/28/2011 5/30/2011 6/1/2011 6/2/2011 6/7/2011 6/14/2011 6/15/2011 6/21/2011 6/28/2011 2 July, 2011 6/30/2011 1153.12 Check from Met Life -353.12 to Money Management Sav ings -250.00 rent ck 493 -38.71 Comcast ck 494 -73.28 cell phone ck 497 -322.60 VISA ck 498 -52.50 counseling co-pay ck 499 27'07 PPL ck 500 -20.00 Acorn Health ck 501 -150.00 American Funds savings electronic 134.16 used from checking 0.00 balance August, 2011 8/1/2011 1153.12 Check from Met Life -353.12 to Money Management savin gs -250.00 rent ck 505 -71.31 cell phone ck 509 -33.00 Progressive (car insurance) ck 510 -52.50 counseling co-pay ck 511 -150.00 American Funds savings electronic -52.50 counseling co-pay ck 514 90'81 PPL ck 515 -79.67 Comcast ck 516 -20.21 remains in checking 0.00 balance September, 2011 8/31/2011 1153 12 Ch kf • ec rom Met Life -453.12 to Money Management savin gs -250.00 rent half ck517 -81.31 cell phone ck 519 -4.55 Quest Diagnostics (blood wor k ck 520 -20.00 Acorn Health ck 522 -39.84 Comcast half ck 523 -35.19 PPL half ck 524 -52.50 counseling co-pay ck 525 -150.00 American Funds savings electronic -75.00 West Shore Dentistry ck 526 8.39 used from checking 0.00 balance 6/28/2011 6/29/2011 7/1/2011 7/4/2011 7/13/2011 7/13/2011 7/14/2011 7/15/2011 7/18/2011 7/31/2011 7/31/2011 8/3/2011 8/15/2011 8/17/2011 8/17/2011 8/18/2011 8/29/2011 9/1/2011 9/1/2011 9/6/2011 9/7/2011 9/7/2011 9/14/2011 9/15/2011 9/16/2011 3 October, 2011 9/30/2011 1153.12 -450.00 -250.00 -73.28 -74.72 -20.00 -59.84 -57.27 -150.00 -100.00 81.99 0.00 November, 2011 10/31/2011 1153.12 -750.00 -114.15 -52.50 -334.44 207.60 -150.00 40.37 0.00 December, 2011 11/30/2011 1153.12 -353.12 -250.00 -123.95 -52.50 -150.00 -36.20 -49.25 -20.00 -52.50 -65.60 0.00 Check from Met Life to Money Management savin gs rent half ck 530 cell phone ck 528 VISA ck 531 Acorn Health ck 532 Comcast half ck 533 PPL ck 534 American Funds savings electronic CATRA ck 535 used from Money Management Savings balance check from Met Life to Money Management Savings cell phone ck 538 counseling co-pay ck 539 VISA ck 540 used from Money Mana gement Savings American Funds savings electronic used from checking balance check from Met Life to Money Management savings rent half ck 546 VISA counseling co-pay American Funds savings PPL half Comcast half Acorn Health counseling co-pay remains in checking balance ck 548 ck 549 electronic ck 552 ck 553 ck 554 ck 555 9/29/2011 9/30/2011 10/10/2011 10/11/2011 10/12/2011 10/12/2011 10/15/2011 10/18/2011 11/1/2011 11/2/2011 11/4/2011 11/10/2011 11/15/2011 11/17/2011 12/5/2011 12/7/2011 12/15/2011 12/19/2011 12/19/2011 12/20/2011 12/21/2011 4 Tracy McHale Met Life Annuity - 2011 2011 SUMMARY No. 21-08-0011 Annual Report of Guardian of the Estate 13837.44 Annual Income from Met Life Insurance Company Annuity Annual Expenses 2011 -5031.20 to Money Management Savings -841.98 to cell phone -2100.00 to rent -682.50 to counseling co-pay/appt. -1699.06 to VISA Charge Card -1650.00 to American Funds savings -247.50 to Smigel, Anderson, Sacks (attorney) -4.92 to Good Hope Physicians -565.00 to CATRA - horseriding therapy -25.00 to ALS Association Donation -78.00 to Department of Revenue (state taxes) -34.32 to Heritage Medical Group -doctor -60.30 to Holy Spirit Hospital -9.80 to Debra Baseshore Wiest (personal taxes) -36.00 to Commonwealth of PA (car registration) -360.96 to Comcast -326.21 to PPL -34.19 to Hershey Med Ctr Physicians -53.56 to Walmart -56.00 to Erie Insurance -160.00 to Acorn Heafth -therapy -33.00 to Progressive (car insurance balance) -4.55 to Quest Diagnostic -75.00 To West Shore Dentistry -225.42 remains in checking 267.44 used from checking balance 289.59 used from Money Management savings -13837.44 5