HomeMy WebLinkAbout09-04-12
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ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Elise Rachel Binder
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OPo'HA~V'S C~URr
CUMBERLAND CO., PA
an Incapacitated Person
No. 21-09-0496
I. INTRODUCTION
Lilli A. Binder ,was appointed
®Plenary ~ Limited Guardian of the Estate by Decree of J. Wesley Oler, Jr. J
dated August 31, 2009
m A. This is the Annual Report for the period from September 1, 2011
to August 31. 2012 (the "Report Period"); or
0 B. This is the Finat 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. 10.73.06
Page 1 of 5
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1
Estate of Elise Rachel Binder , An Incapacitated Person
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?
$ 210.00
$ 210.00
7,018.00
$ 7,018.00
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 210.00
2. Income $ 0.00
3. Total of Principal and Income $ 210.00
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.):
Tangible personal property and bank account exclusively for incapacitated
person.
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 G-02 rev, 10.13.06
Page 2 of 5
{
Estate of Elise Rachel Binder
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
State sources and amounts of income received
during the Report Period (e.g., Social Security,,
pension, rents, etc.):
Center For Industrial Training
Social Security/SSI
Total income received during Report Period:
Forme G-02 rev. 10.13.06
$ 1,128.00
$ 5,890.00
$ ~,ola.oo
Page 3 of 5
Estate of Elise Rachel Binder , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Income is placed in a special bank account exclusively for the
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.):
clothing 377
room and board 4909
sundries/personal care items 698
unreimbursed medical expenses 197
D. Other Expeuditures
Specify what other expenditures were made during the Report
Period. (Do not include any items stated in response to
question C above.)
recreation 357
educational trip 480
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
Form G-02 rev. 10.13.06
Court
Approval Obtained
®Yes ^ No
®Yes ^No
Page 4 of 5
Estate of Elise Rachel Binder
An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
0 00 ®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.
September 1, 2012
Date Signatwe ojGuardian ojthe Estate
Lilli A. Binder
Name ojGuardtatt ojthe Estate (type or priatJ
5264 Strathmore Drive
Address
Mechanicsburg, PA 17050
City, State, Zip
717 975-3495
Telephone
Form G-02 rev. 10.13.06
Page 5 of 5
Lilli A. Binder
5264 Strathmore Drive
Mechanicsburg, PA 17050
September 1, 2012
Register of Willsl Orphan's Court
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
Re: In the Matter of Elise Rachel Binder, an Alleged Incapacitated Person
Cumberland County File No.: 21-09-0496
Dear Register of Wills,
Enclosed for filing is an Annual Report of the Guardian of the Estate and an Annual
Report of the Guardian of the person pertaining to the above referenced matter, together
with a copy of each of them.
A check payable to Register of Wills in the amount of $15 representing the filing fee is
also enclosed.
Please date-stamp the copies enclosed and return in the enclosed self addressed stamped
envelope.
If all is not in order, I can be reached at (717) 975-3495.
Thank you for your assistance with this matter.
Very truly yours, r
. ~. , e~~~
Lilli A. Binder
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