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HomeMy WebLinkAbout09-05-12 (2)ANNUAL REPORT OF GUARDIAN OF THE ESTATE COURT OF COMMON PLEAS OF Cumberland COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Nicole H)avac No. 06-0608 I. INTRObUCTION Dana and Rose Hlavac was appointed m Plenary ~ Limited Guardian of the Estate by Decree of J. Oler J. dated 08/31/2006 ® A. This is the Ananal Report for the period from September 1 2011 to Apg<tst 31 2012 (the "Report Period'; or ~ B. This is the Final Report for the period from to for the following reason: (the "Report Period"), and is filed 1. The death of the Incapacitated Person. Date Name of Personal Representative: 2. The Guardianship was terminated by ffie Court by Decree of J., dated Form G-01 rte Io.13.0l, -_> O N ~*t~'~cr ~~~' ' ~, ~~-: -~ O a 77 N a -, cn r an Incapacitated Person Page 1 of 5 :Y', ~~ -' ~;~~~; t .' ~; :_ ~') __ rm yn ~, Estate of Nicole Hlavac 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 doting the Report Period? D. What is the total amount of income and principal spent for all purposes during the Report Period? An Incapacitated Person $ 0.00 $ 223.81 $ 7,743.06 $ 7,230.41 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 2. Income $ 736.46 3. Total of Principal and Income $ 73b.46 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 deposik restricted bank accounts, etc.): 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 0 No Porn c-nz ~. ro.rs.n6 Page 2 of 5 Estate of Nicole Hlavac b. List purpose and amount of expenditures: Sce attached Cash Flow Statement for details An Incapacitated Person a 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 m 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 PA SSP Interest and Dividends Gifts Total income received during Report Petiod: $ 7,452.00 $ 265.20 $ 0.86 $ 25.00 $ 7,743.06 Fo.~, c-0z rev. 10.13.0/ Page 3 of 5 testate of Nicoie Hlavac , An Incapacitated Persa 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client caze account, etc.): Pennsylvania State Employees Credit Union (PSECU) C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the caze and maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support, etc.): See attached Cash Ftow Statement Total Expenses = $7230.41 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.) None E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained ®Yes Q No Yes ^ No Fom c-oa .~. to.ls.o6 Page 4 of 5 Estate of Nicole Hlavac 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 Q 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 uoswom falsification to authorities. 9/1/2012 ( _~` `~~~~,~ / Date Srgaat+o~eof a~aa njlbeEstom Rose ffiavac Namc ajGuardiart ojthe Ertate 14Pe ar prim') 42 Keswick Dr Adrbesa Mechanicsburg, PA 17050 cur, .~, zp 717-258-5666 re~pna„e Pnrm c-oi rev. tn.ts.as Page 5 of 5 ~~ ~ ~ Z ° m r~ ~ ~ s'= ~ ~ ~ °~m ~ N ~~ y uu O Wm n ~ N ~ a ~ ~ ~ ~ ~ ~~ ~ o. ~ ~ v ~ ~~ m ~ n ~ ~ ' ~ ~ S ~ ~ s N (~p7 Nf O A N Cpi~ O O ~ f~ O a S • ~q W V1 f~T N W N 'pp~ ip N SAT Of N W W > N N ( T ~ 8 p 0 ~ J p~~ p 0 N Q O y ~ V 1 N ~g $ ~ N ~ y p F b A 8 ,,°o, ~ zp ~~ ~~ ~~ 0 S~ ~ d ~ ~. O `h O A 00 Y e