HomeMy WebLinkAbout07-07-10ANNUAL REPORT OF a _
GUARDIAN OF THE ESTATE ~ ~ '
COURT OF COMMON PLEAS OF ~V3j~
~~7p
.~, _ :,
F `
{""'~ ~"
Cumberland COUNTY, PENNSYLVANIA ~~~ ~
~ ='
ORPHANS' COURT DIVISION ~-+ w -
~
:
3
tw ..;-f
Estate of Joseph M. Feldish
an Incapacitated Person
No. 2006-411
I. INTRODUCTION
GOOD NEWS CONSULTING, Inc.
was appointed
^ Plenary ^ Limited Guardian of the Estate by Decree of M.L. Ebert , Jr.
dated July 5, 2006 ' J''
/^ A. This is the Annual Report for the period from July 6, 2009
,~
to Julv 5, 2010 (the "Report Period)
OY
^ 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. /0.13A6
Page 1 of 5
Estate of Joseph M. Feldish
IL 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
~ 2,264.33
$ 500.00
x-~ -
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 500.00
2. Income $ 5,528.05
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.):
Properly located in Schuylkill County
Appraised at $500
6,028.05
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? ........ ^ Yes ^ No
Form e-02 rev. /0./3.06
Page 2 of 5
Estate of Joseph M. Feldish
b. List purpose and amount of expenditures:
An Incapacitated Person
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.):
Social Security (Manor Care Carlisle is REP.PAYEE) $
$1193.00 per month $
Total income received during Report Period: $ 0.00
Form e-02 rev. !0.!3.06
Page 3 of 5
Estate of Joseph M. Feldish
An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Resident Trust Fund held at Manor Care Carlisle- 1st quarter 2010
balance= $1580.02
Metro Bank checking account xxx2746 5/23/10 bank statement balance=
$3948.03
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.):
"fhe nursing home receives all income and disburses all expenses.
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
1,200.00 $100 per month as per DPW regulations
Form G-01 rev. 10.13.06
Court
Approval Obtained
[/] Yes ^ No
^ Yes ^ No
Page 4 of 5
Estate of Joseph M. Feldish
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
^ Yes ^ No
I verify that the foregoing information is correct to the best of my knowledge,
information and belief; and that this Veriftcation is subject to the penalties of 18 Pa.C.S. § 4904
relative to unsworn falsification to authorities.
July 5, 2010
Date ('~ ~~ ~~
Signature of Guardian of the state
GOOD NEWS CONSULTING, Inc.
Name of Guardian of the Estate (type or print)
140 Roosevelt Ave. Suite 206
Address
York, PA 17401
Ciry, State, Ztp
(717) 843-1504
Telephone
Form G-OZ rer. 10.13.06
Page 5 of 5
E T Ro
.,
BANK
>D1150 6376000 D01 092140
JOSEPH FELDISH
140 ROOSEVELT AVE SUITE 206
YORK PA 17404
Metro Bank
3801 Paxton Street
Harrisburg PA 17111-1418
1-888-937-0004
mymetrobank.com
We're here 7 days a week, 24 hours a day at 1-888-937-0004.
Statement Balance as of 04125/10
Plus Deposits and Other Credits
Less 1 Checks and Other Debits
Plus Interest Paid
Statement Balance as of 05/23/10
50 PLUS CHECKING 0538482746
$3,948.46 ,
$0.00
50.88
...::$0.45
$3,948.03
Transactions By Date
Date Description Debit Credit Balance
05/04!10 GHEGK # 1:04 x0.88 $3,947.58
05/23110 INTEREST PAYMENT $0.45 $3,948.03
Check Transactions
Number Date Amount Number Date Amount Number Date Amount
104 05/04 50.88
Items denoted with an "E" are electronic entries and will not have a check image. Items denoted with an "*" indicate processed checks out of sequence.
Interest Summary
$eginning7nteresYRatt 0:15%
Number of Days in this Statement Period 28 `
Interest Earned this Statement Period $0.45
Annual Percentage Yield Earned this Statement Period (APY) 0.15°!°
Interest Paid'Year to Date $2.6g
Fees Summary
Overdraft Fees this Statement Period $0.00
Overdraft Fees Year to Date $0.00
Returned Iti~m FeBSthis Statement Period $0.00
Returned Item Fees Year to Date $0.00
The Fees Summary above does not reflect any refunded or waived items credited to your account.
M
0
0
0
0
°o
0
°o
m
v
M
O
0
0
0
0
23 Cycle Page 1 of 6 ~_;,,_ , ._
AAnmhar Ffllr~
The Managing Trustees HCR ManorCare
Resident Personal Trust Fund 5th floor
Resident Trust Statement 01/01/2010 Through 03/31/2010
04/29/2010 02:1 1 PM
Legal Representative Page 1
Feldish, Joseph
Date Description Check#
01;04/2010 SS- 1/10
01/04/2010 Private Portion 1/l0 3271
01/06/2010 guardianship fee 3275
01 /31 /2010 Interest
O l /31 /2010 Service Charge
02/03/2010 SSI2/10
02!03/2010 Private Pot~tion 2/10 3308
02/03/2010 guardianship fee 3309
02/28/2010 Interest
02/28/2010 Service Charge
03/03/2010 SS( 3/10
03/03/2010 Private Portion 3/10 3337
03/08%20]0 guardianship fee 3341
03/31 /2010 Interest
03/31/2010 Service Charge
M&TBank
Resident # 26179
Feldish, Joseph
Country Meadows of West Sh
ore
Mechanicsburg PA 17055
Bank: M & T Bank
Acct #: 3 74088 1 53 1
Admit: 8/21/2006 10:30:00 A
Disch:
Beginning Balance $1,445.21
Withdrawals Deposits Balance Trans iD
$1,193.00 $2,638.21 33321
$1,048.19 $1,590.02 ~ ~
334..
$100.00 $1,490.02 33423
$0.12 $1,490.14 33863
$0.00 $1,490.14 33864
$1,193.00 $2,683.14 33740
$1,048.19 $1,634.95 33764
$100.00 $1,534.95 33769
$0.12 $1,535.07 34163
$0.00 $1,535.07 34164
$1,193.00 $2,728.07 34060
$1,048.19 $1,679.88
34073
$100.00 ' $1,579.88 34113
$0.14 $1,580.02 34547
$0.00 $1,580.02 34548
Ending Balance $1,580.02
This is not a bill
3740881531