HomeMy WebLinkAbout11-28-12
ANNUAL REPORT OF
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GUARDIAN OF THE ESTATE ~
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COURT OF COMMON PLEAS OF o ~ ~
CUMBERLAND COUNTY, PENNSYLVANIA ~ ~ 1? ~ rn
ORPHANS' COURT DIVISION ° ~ w "~`'. ~:-
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Estate of AI HUA CHEN
No. 11-1184
an Incapacitated Person
I. INTRODUCTION
Kong Ji Chen ,was appointed
m Plenary ^ Limited Guardian of the Estate by Decree of Hon. Albert H. Masland, ~,
dated November 28, 2011
m A. This is the Annual Report for the period from November 28 2011
to November 27 2012 (the "Report Period"); or
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
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Estate of ~ HUA CHEN
IL SUMMARY
A. State the value of the estate reported on the Inventory
H. 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?
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 68,000.00
2. Income $ 1,733.45
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.):
An Incapacitated Person
$ 68,000.00
$ 68,000.00
16,504.44
$ 14,770.99
69,733.45
There is equity in real estate at 7 Hedge Row Lane, Carlisle, PA 17015, of
$55,000.00 (property owned jointly with the Guardian); and the balance is in
a restricted guardianship account at Wells Fargo Bank NA, Carlisle PA.
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
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F,state of AI HUA CHEN
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 Disability beginning March 2012 $ 2,547.00
Workers Compensation Insurance beginning August 201 1 $ 13,957.44
Total income received during Report Period:
$
$
$ 16,504.44
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Estate of AI HUA CHEN , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Income is invested in a restricted guardianship account at Wells Fargo
Bank NA, Carlisle. PA
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.):
The expenditures were made for the Incapacitated Person's share of the mortgage
payment and utilities at the property owned by him and the guardian jointly at 7
Hedge Row Lane, Carlisle, PA 17015. It is anticipated that at some point, the
Incapacitated Person will return to the home as his permanent residence. His
nursing and all other expenses directly related to his care are covered by
insurance.
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.
F.. Guardian's Commissions
List amounts of compensation paid as Uuardian's commission
and state how amount was determined:
Amount
Method of Determination
Court
Approval Obtained
0.00
Yes ~ No
Yes ^ No
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F,state of AI HUA CHEN
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 Q Yes 0 No
Q 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.
November 28, 2012 ~~ ~/~ ~ ~ ~----
Date Signature of~lardlan of the Gstate
Kon Ji Chen
Name ojGaordian of the Esto[e (type or print)
7 Hedgc Row Lane
Address
Carlisle, PA 17015
city, scare, zip
(717)218-8989
Telephone
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