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ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of BRITTANY NICOLE PALMER
No. 21-I 1-OO1S7
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an Incapacitated Person
I. INTRODUCTION
DENISE E. PALMER ,was z~ppointed
Plenary ~ Limited Guardian of the Estate by Decree of EDWARD E. GUIDO J.
dated March 23, 20ll
® A. This is the Annual Report for the period from March 23 20ll
to December 31 2011 (the "Report Period"); or
0 B. This is the Final Report for the period from
to ,
for the following reason:
(the "Report Period"), and is filed
l . 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. lOJ3.06 PafQe ] OI 5
Estate of BRITTANY NICOLE PALMER
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
$ __ _3,467.00
$ 3.467.00
$ 6,374.89
$ 4,942.00
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 3,467.00
2. Income $ 1,432.89
3. Total of Principal and Income $ 4,899.89
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.):
Guardianship bank 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 ofthe Incapacitated Person? ........ ^ Yes ^ No
Form G-01 rev. 70.13.06 Page 2 Of 5
Estate of BRITTANY NICOLE PALMER
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.):
ssi
Pay from part-time employment
Total income received during Report Period
$ s,ooo.oo
$ 1,374.89
$ 6,374.89
For„ c-oz rev. to.~3.06 Page 3 of 5
Estate of BRITTANY NICOLE PALMER
2. How is income currently invested? (Please
specify, e. g., restricted bank accounts, client
care account, etc.):
Guardianship bank account
An Incapacitated Person
C. Expenses for Care and Maintenance
Specify what expenditures were made from the principal and
income for the care and maintenance ofthe Incapacitated
Person (e. g., clothing, nursing home, medicine, support, etc.):
Nair Expense $ 296.00
Nails $ 119.00
Meals Out or Take Out $ 232.00
Medicine $ 152.00
Miscellaneous (gifts/personal items/gaslclothing/vacation $1,163.04
Cell Phone (20.00 per month) $ 180.00
Center for Industrial Training Lunch Account $ 300.00
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.)
Housilig ($250/month) = $2,500.00
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
Court
Approval Obtained
Yes ~ No
®Yes ~~ No
Form G-02 rev. 10.13.06 Page ~ Of 5
Estate of BRITTANY NICOLE PALMER , An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval O~~tained
0.00 ~ Yes 01sfo
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. _
~~
June 15, 2012
~ 'Y~G~
Date Signature of Guardian of the Estate
Denise E. Palmer
Name of Guardian of the Estate (type ar print)
1089 W. Trindle Road
Address
Mechanicsburg, PA 17055
City, State, Zip
717- 7[p(o-770
Telephone
Form G-02 rev. 10.13.06 Pa;;e 5 of 5