HomeMy WebLinkAbout02-29-12 (2)ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
Cumberland COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Todd Stewart Thomas , Jr.
No. 21-2011-0046
I. INTRODUCTION
Todd S. Thomas, Sr. & Tabitha C. Thomas
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an Incapacitated Person
®Plenary ^ Limited Guardian of the Estate by Decree of J• Wesley Ohler
dated March 1, 2011
was appointed
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® A. This is the Annual Report for the period from March 1, ~ 2011
to February 29 2012 (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
Page 1 of 5
Fnrm G-02 rev. 10.13.06 .~
F,state of Todd Stewart Thomas , Jr.
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?
$ 664.83
0.00
$ Sal
5,o~tq,l~i
~ 5,8
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 0.00
2. Income $ 664.83
3. Total of Principal and Income $
III. ADDITIONAL INFORMATION
(If more space is needed, please attach additional pages.)
A. Principal
How is the principal balance listed above currently
invested? (Please specify, e.g., real estate,
certificates of deposit, restricted bank accounts, etc.):
664.83
Todd receives SSI income on a monthly basis. It is direct deposited into an
account in the name of both Todd Jr. ,and his mother, Tabitha. There are no
investments with it. Just a basic checking account .
2. Have there been any expenditures from the principal
during the Report Period? ............................ ^ Yes ®No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? ........ 0 Yes ^ No
An Incapacitated Person
Page 2 of 5
Form G-02 rev. 10.13.06
Estate of Todd Stewart 'Thomas , Jr.
b. List purpose and amount of expenditures:
An Incapacitated Person
c. Was Court approval received prior to
expending the principal? ....................... 0 Yes ®'No NI ~
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 NI ~'
If yes:
a. Was Court approval requested prior to
receiving the additional principal? ................ ^ Yes 0 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.):
SSI (monthly thru Jan. 2012) US Treasury
SSI (monthly) Commonwealth of PA
SSI (monthly) beginning Feb. 2012 US Treasury
Total income received during Report Period
Form G-02 rev. 10.13.06
$ 449.34
$ 25.53
$ 465.34
S,7lti. w4
Page 3 of 5
Estate of Todd Stewart Thomas , Jr. , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
It is not invested. It's just in a basic checking account.
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, shoes, educational support (tutoring). Todd's medical expenses are paid
through his medical assistance (secondary insurance) and insurance through Todd
Sr. 's work (primary insurance). Todd has never needed medicine concerning his
Autism.
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.)
Horseback riding lessons & bowling (Easter Seals), art classes (CALC),
educational materials ,sports and hobby related clothes, items, and equipment,
laptop computer & printer, his ipod & some music, educational toys.
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
0.00
Form G-02 rev. 10.13.06
Court
Approval Obtained
^ Yes ^ No
^Yes ^No
Page 4 of 5
Estate of Todd Stewart Thomas , Jr.
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
0.00 ^ 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 nalties of 18 Pa.C.S. § 4904
relative to unsworn falsification to authorities.
./ / ~
Dat---e- ~~~ Sign t re of Guardian of the Estate
Todd S. Thomas Sr. & Tabitha C. Thomas
Name of Guardian of the Estate (type or print)
80 Sunnyside Drive
Address
Carlisle, PA 17015
City, State, Zip
717-620-8051
Telephone
Page 5 of 5
Form G-02 rev. 70.13.06