HomeMy WebLinkAbout04-09-12 (2)COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: LOUISE CARL , AN INCAPACITATED PERSON
FILLE NO: 2109-0459
ANNUAL REPORT OF THE GUARDIAN OF THE ESTATE
1. INTRODUCTION
Pennsylvania Guardianship Association /Brian D. Brooks was appointed the
Limited, X Plenary Guardian of the Estate by Decree of
ORPHAN'S COURT , Judae Dated: 3/30/10
X (A) This is the Annual Report for the period from 3/30/1.1 to 3/30/12
_ (B) This the Final Report for the period from to
and is filed for the following reason:
1. The death of the incapacitated person, Date of Death
2. The guardianship was terminated by the Court by Decree of
Judee, Dated
2. SUMMARY
A. State the value of the estate reported on the inventory $ 1,794.00 n -;
B. State the values of rmci le assets at the be uuiin of the Re ort P ~ =c~ x ? <'
(Same as the inventory if this is the first report, otherwise, balance from~~ort) , :. ,.~.
$ 1,078.29 =- c. ~ ~ u~ ~ ,
.. ..... ..
.
C. What is the total amount of income earned during the report period? `-` ~ r~ :- - T
$ 17,039.82 a ---' r,,, ,
~~~ ,
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D. What is the total amount of income and principle spent for all purposes during the
report period.
$ 16,039.41
E. What are the balances remaining at the end of the report period?
1. Principle $
2. Income $
3. Total principle and income $ 2,078.70
THE ESTATE OF: LOUISE CARL
3. ADDITIONAL INFORMATION
(If more space is needed, please attach additional pages.)
A. Principle
1. How is the principle balance listed above currently invested? (Specify)
PAGA CUSTODIAL ACCOUNT // RESIDENT ACCOUNT AT FACILITY
2. Have there been any expenditures from principle during this report period?
Yes X No
If yes:
a. Have al all expenditures from principle been for the sole benefit of the
Incapacitated Person? Yes No
b. List the purpose and amount of expenditures:
SEE ATTACHED ALL TRANSACTION REPORT.
c. Was approval received prior to expending principle?
Yes No
3. Were additional principle assets received during this report period that were not
included in the inventory or any prior report filed for the estate?
Yes X No
If yes:
a. Was court approval requested prior to receiving additional principle?
Yes No
b. State the sources and amounts of additional principle received:
B. Income
1. State sources of income received during the report period:
1. SOCIAL SECURITY
2. BLACK LUNG PENSION
3. INTEREST
Total income received during report period: $ 17,039.82
2. How is the income currently invested? (Specify)
PAGA CUSTODIAL ACCOUNT // RESIDENT ACCOUNT AT FACILITY
THE ESTATE OF: LOUISE CARL
C. Expenses for Care and Maintenance:
(Specify what expenditures were made from the principle and income for the care and
maintenance of the incapacitated person)
SEE ATTACHED ALL TRANSACTION REPORT
D. Other expenditures (Specify any other expenditures not previously reported)
E. Guardians Commissions
(List the amounts of compensation paid as guardian's commission and state how amount
was determined:)
Amount Method of Determination Court Approval Obtained
S 1,100 00 11 ~ 100.00 (Yes) No
F. Counsel Fee
(List amounts paid as counsel fee, and indicate whether Court approval was obtained.)
I verify that the foregoing information is true and correct to the best of my knowledge,
information and belief; and that this Verification is subject to the penalties in 18 PA. C.S.A.
S/S 4904.
~ ',
. Broo
Pennsylvania Guardianship Association
PO Box 7295
Date• /~ ~'
Lancaster, PA 17604
717-299-4568
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