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Estate of
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
HAZEL A. PRIEST
r-~r~ ~--'r. ''S r..
~~~~~ ~~
C~fi~~i~.~~`S ~~~~ i~~
Ct1~~~1 ~l.r^.iv~ ~ f;~~.. PA,
an Incapacitated Person
No. 21-09-0878
I. INTRODUCTION
JEWISH FAMILY SERVICE OF GREATER HARRISBURG, INC. ~ was appointed
Plenary m Limited Guardian of the Estate by Decree of J. WESLEY OLER, JR. J
dated JANUARY 4, 2010
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:
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. /0./3.06
Page 1 of 5
~l
Estate of
II. SUMMARY
HAZEL A. PRIEST
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?
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 350,848.58
2. Income $ 16,283.70
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.):
See attached Accounting.
An Incapacitated Person
$ 518,975.84
$ 492,770.48
$ 18,181.27
$ 149,239.68
367,132.28
2. Have there been any expenditures from the principal
during the Report Period? ............................ m Yes ~ No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? ........ m Yes ^ No
Form G-02 rev. 10.13.06
Page 2 of 5
S ~
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? ....................... m 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 m No
b. State the sources and amounts of the
additional principal received:
See attached Accounting. $
B. Income
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
Social Security $ 17,280.00
Interest $
76.24
Pension $ 122.10
Rent Rebate $ 500.00
Miscellaneous $ 202.93
Total income received during Report Period: $ 18,181.27
Form c-o2 rev. 10.13.06 Page 3 of 5
S ~
Estate of
HAZEL A. PRIEST
An 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.):
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:
Amoun
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
See attached Accounting.
Court
t Method of Determination Approval Obtained
13,487.50 Hourly at $ 120.00 per hour ~ Yes ~ No
Form G-02 rev. 10.13.06
®Yes ~ No
Page 4 of 5
Estate of HAZEL A. PRIEST
An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Amount
Court
Approval Obtained
3 924.50 ~ 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.
-~~.
Date Signature of Guardian of the Estate
Jewish Family Service of Greater Hbg, Inc.
Name of Guardian of the Estate (type or print)
3333 North Front Street
Address
Harrisburg, PA 17110
City, State, Zip
(717)233-1681
Telephone
Form G-02 rev. /0.13.06
Page 5 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. PRIEST
ACCOUNTING FOR THE PERIOD: JANUARY 1, 2011 TO DECEMBER 31, 2011
Gary L. Rothschild, Esquire
Pa. Supr. Ct. I.D. No. 62041
2215 Forest Hills Drive, Suite 35
Harrisburg, PA 17112
(717) 540-3510
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 YEAR ENDED DECEMBER 31, 2011
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 Common Pleas,
Cumberland County, Pennsylvania.
Jewish Family Service of Greater Harrisburg, Inc.
Guardian of the Estate of Hazel A. Priest
By: ~~ tee. ~.s.~~---
Helene Cohen, CEO
2
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
SUMMARY OF ACCOUNT
For the Period of 01/01/2011 through 12/31/2011
Exhibit "A"
PRINCIPAL
Balance as of 12/31/2010
Increase in value of Allianz Annuity
Increase in value of Western National Annuity
Surrender Charge for Western National Annuity
Increase in value of U.S. Savings Bonds
Increase in value of Sovereign Bank C.D's
Decrease in value of PNC C.D.'s
Decrease in value of Metlife Insurance Policy
Add: Additional Insurance Policies found by Guardian
Less: Transfer to Income, per Court Order dated October 26, 2011
Less: Transfer to Income, per Court Order dated October 26, 2011
Principal Balance on Hand as of 12/31/2011
Current
Page Value
------- -------
$ 523,028.37
1,306.22
2,270.84
( 4,791.87)
472.00
296.94
( 32.11)
( 57.87)
5,956.06
( 36,000.00)
~ 141,600.00)
$ 350,848.58
3
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
SUMMARY OF ACCOUNT
For the Period of 01/01/2011 through 12/31/2011
Exhibit "A"
INCOME
Balance as of 12/31/2010 ($ 30,257.89)
Add: Transfer from Principal, per Court Order dated October 26, 2011 36,000.00
Add: Transfer from Principal, per Court Order dated October 26, 2011 141,600.00
Receipts: 5-6 18,181.27
Less Disbursements:
General Disbursements 7-15 ~ 149,239.68)
Income Balance on Hand as of 12/31/2011 16,283.70
COMBINED BALANCE ON HAND 12!3112011 16 $ 367,132.28
4
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 Amount
01/03!2011 Social Security $ 1,440.00
02/03/2011 Social Security 1,440.00
03!03/2011 Social Security 1,440.00
04/01/2011 Social Security 1,440.00
05/03/2011 Social Security 1,440.00
06/03!2011 Social Security 1,440.00
07/01/2011 Social Security 1,440.00
08!03/2011 Social Security 1,440.00
09/02!2011 Social Security 1,440.00
10/03/2011 Social Security 1,440.00
11!03/2011 Social Security 1,440.00
12/02/2011 Social Security 1,440.00
Total Social Security
U01 /2011-
12/31 /2011 Interest- Checking Account-PNC $ 7.61
1101 /2011-
12/31 /2011 Interest -Money Market Account-PNC $ 2.41
1/01/2011-
12/31 /2011 Interest -Certificate of Deposits-PNC $ 66.22
Total PNC Interest
$ 17,280.00
$ 76.24
5
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 RECEIPTS (continued)
O 1 /01 /2011- Northern Trust Pension
12/31/2011
10/17/2011 Rent Rebate
O 1 /01 /2011- Miscellaneous
12/31 /2011
TOTAL RECEIPTS
6
$ 122.10
$ 500.00
$ 202.93
$ 18,181.27
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
Pharmacv
01/05/2011
O1 /28/2011
03/03/2011
04/06/2011
05/02/2011
05/31 /2011
07/13/2011
08/02/2011
09/07/2011
10/04/2011
11 /02/2011
12/07/2011
Total Pharmacy
$ 5.00
70.00
70.00
70.00
75.00
65.00
70.00
75.00
95.00
25.00
145.00
85.00
Hospital, Doctors and other out of home medical care
02/23/2011 $ 48.00
04/21 /2011 200.89
07/13/2011 129.69
07/13/2011 72.35
07/26/2011 128.02
08/23/2011 95.62
11 /08/2011 963.69
Total out of home medical care
$ 850.00
$ 1,638.26
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
Repairs and Maintenance (Tru Green and Doug Bowmanl
01/05/2011 $ 57.26
03/22/2011 57.85
05/17/2011 57.85
05/31 /2011 160.00
07/25/2011 160.00
09/07/2011 61.03
09/13/2011 280.00
12/07/2011 360.00
12/07/2011 61.03
Total Repairs and Maintenance
Real Estate Taxes on House
02/ 18/2011
03/22/2011
07/13/2011
Total Real Estate Taxes on House
$ 417.56
384.81
1,199.96
$ 1,255.02
$ 2,002.33
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)
In-Home Medical Care
O 1 /05/2011
O1 /05/2011
01/18/2011
02/07/2011
02/07/2011
02/ 1412011
02/ 15/2411
02/21 /2011
02/23/2011
02/28/2011
03!03/2011
03/07/2011
03/14/2011
03/18/2011
03/28/2011
04/04/2011
04/ 11 /2011
04/ 18/2011
04/26/2011
05/02/2011
05/09/2011
05/16/2011
05/23/2011
05/31 /2011
06/06/2011
06/13/2011
06/20/2011
06/27/2011
07/04/2011
07/ 11 /2011
07/18/2011
823.50
877.50
828.00
414.00
108.00
2,695.50
882.00
2,520.00
873.00
2,520.00
144.00
2,380.00
2,310.00
2,345.00
2,345.00
2,345.00
2,345.00
2,345.00
2,345.00
2,489.00
2,345.00
2,345.00
2,345.00
2,345.00
2,531.00
2,345.00
2,351.00
2,327.50
2,345.00
2,387.00
2,441.00
9
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)
In-Home Medical Care (Continued)
07/25/2011 $ 2,295.00
08/01 /2011 2,441.00
08/08/2011 2,345.00
08/10/2011 2,380.00
08/22/2011 2,345.00
08/29/2011 2,380.00
09/06/2011 2,328.00
09/12/2011 2,590.00
09/ 19/2011 2,450.00
09/26/2011 2,450.00
10/03/2011 2,450.00
10/10/2011 2,415.00
10/17/2011 2,450.00
10/24/2011 2,439.00
10/31 /2011 2,450.00
11 /07/2011 2,450.00
11 / 14/2011 2,445.00
11 /21 /2011 2,439.00
11 /28/2011 2,606.00
12/05/2011 2,450.00
12/ 12/2011 2,462.00
12/19/2011 2,439.00
12/23/2011 2,439.00
Total In-Home Medical Care
$ 115,980.00
10
1N 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 /31 /2011 $ 400.00
03/07/2011 300.00
04/05/2011 3 50.00
05/09/2011 300.00
06/20/2011 300.00
07/20/2011 300.00
08/19/2011 300.00
09/ 12/2011 400.00
10/ 17/2011 106.91
10/17/2011 300.00
10/24/2011 77.43
11 / 14/2011 110.76
11 / 14/2011 150.00
12/12/2011 200.00
12/ 12/2011 5.29
12/ 19/2011 100.00
12/28/2011 200.00
Total Food/Giant & Personal Advances to/for Hazel
$ 3,900.39
11
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
01/05/2011 Sewer/Trash $ 138.00
01/05/2011 PPL 335.46
O 1 /05/2011 Comcast 66.98
01/05/2011 Water 35.90
01/11/2011 Verizon 18.03
01/28/2011 Water 44.46
02/03/2011 PPL 426.37
02/15/2011 Verizon 22 74
02/23/2011 Water 39.56
02/23/2011 Comcast 133.96
03/08/2011 PPL 384.51
03/22/2011 Verizon 20.33
04/06/2011 Sewer/Trash 138.00
04/06/2011 Comcast 66.98
04/06/2011 Water 49.35
04/06/2011 PPL 305.57
04/21/2011 Verizon 19.60
05/02/2011 Comcast 66.98
05/02/2011 Water 50.37
05/17/2011 PPL 292.66
05/17/2011 Verizon 19.60
05/31/2011 Water 50.37
05/31 /2011 Comcast 66.99
06/13/2011 PPL 132.36
06/21/2011 Verizon 22.90
06/21 /2011 Comcast 66.99
06/28/2011 PPL 101.56
07/13/2011 Water 47.09
07/13/2011 Sewer/Trash 138.00
07/13/2011 Verizon 21.09
12
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 (Continued
07/26/2011 Water
07/26/2011 Comcast
08/02/2011 PPL
08/23/2011 Verizon
09/07/2011 Comcast
09/07/2011 Water
09/07/2011 PPL
09/27/2011 Verizon
09/27/2011 PPL
09/27/2011 Comcast
09/27/2011 Water
10/04/2011 Sewer/Trash
10/26/2011 Water
10/26/2011 Comcast
10/26/2011 Verizon
11/02/2011 PPL
12/07/2011 Verizon
12/07/2011 Water
12/07/2011 Comcast
12/07/2011 PPL
12/20/2011 Verizon
12/20/2011 Comcast
Total Utilities
40.66
66.99
122.54
29.80
70.35
52.98
110.87
26.05
118.65
70.35
51.34
138.00
58.82
70.34
23.83
219.36
19.45
52.05
70.34
279.05
19.89
70.34
$ 5,104.81
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
GENERAL DISBURSEMENTS (Continued)
Alert One/Lifeline
01/12/2011 $ 29.63
02/ 14/2011 29.63
03/14/2011 29.63
04/12/2011 29.63
05/12/2011 29.63
06/ 14/2011 29.63
07/ 12/2011 29.63
08/12/2011 29.63
09/13/2011 29.63
10/ 12/2011 29.63
11 / 14/2011 29.63
12/13/2011 29.63
Total Alert One/Lifeline
Jewish Family Service- bill paying/case management
01/11/2011 $ 1,170.00
02/03/2011 975.00
03/03/2011 1,657.50
04/ 16/2011 780.00
05/09/2011 780.00
06/13/2011 942.50
07/08/2011 1,267.50
08/16/2011 780.00
09/07.2011 1,365.00
10/05/2011 1,430.00
11 /01 /2011 1,430.00
12/13/2011 910.00
Total JFS Bill Paying/Case Management
$ 355.56
$ 13,487.50
14
IN RE: : 1N 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
O1 /O1 /2011 Railroad Retirement Club $ 4.00
01/11!2011 Historical Society of East Penns. 10.00
03/08/2011 Law Offices of Gary L. Rothschild-legal services 266.00
03/18!2011 Devaney & Co.-CPA fees 175.00
03118/2011 Department of Revenue-2008 income taxes 78.00
04/11/2011 Law Offices of Gary L. Rothschild-legal services 57.00
05/17/2011 Department of Revenue 20.55
05/17/2011 Law Offices of Gary L. Rothschild-legal services 1,273.00
05/23/2011 Marjorie Koch-reimbursement-phone 10.59
06/13/2011 Law Offices of Gary L. Rothschild-legal services 513.00
07/13/2011 Law Offices of Gary L. Rothschild-legal services 828.00
08/01/2011 Selective Insurance-Homeowners Insurance 408.00
08/16/2011 Law Offices of Gary L. Rothschild-legal services 380.00
09/12/2011 Chiquita Blake-reimbursement-personal items 35.17
09/27/2011 Law Offices of Gary L. Rothschild-legal services 171.00
11/18/2011 Law Offices of Gary L. Rothschild-legal services 436.50
Total Miscellaneous
TOTAL DISBURSEMENTS
$ 4,665.81
$ 149,239.68
15
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
PRINCIPAL BALANCE ON HAND AS OF 12/31/2011
Values:
Residence: 922 Susan Circle, Enola, PA $ 130,800.00
1991 Buick LeSabre automobile 1,300.00
PNC checking account 90,848.87
PNC money market account 4,822.72
Sovereign Bank certificates of deposit 61,269.40
U.S. Series E and EE savings bonds 24,054.35
MetLife insurance policy ..584 942.13
MetLife insurance policy ..362 889.60
MetLife insurance policy ..842 5,066.46
Allianz Life annuity 47,138.75
TOTAL PRINCIPAL ON HAND $ 367.132.28
16