HomeMy WebLinkAbout01-18-13ANNUAL REPORT OF GUARDIAN OF THE ESTATE
Court of Common Pleas of Cumberland County ,Pennsylvania
Orphan"s Court Division
Estate of MARGARET FICK
No. 21-11-0294
GOOD NEWS CONSULTING, INC. was appointed Plenary guardian of the estate by Decree of
Judge Guido on April 20, 2011.
This is the annual and final report of MARGARET FICK ~ ~__ T
C d 4~
For the period of April 20, 2011 to June 2, 2012.
o:~ zi
~,, rn
~~?
..~~ ~ CJ _
--~- t:r'1 ~'~.9
It is filed for the following reason: a-: r-
~ ~ -~7 ~,~
c~ ~ xw
' 'r
~. .~:a
Annual Report (late) and the death of the incapacitated Person '~ ~'~
~_~ - -s
~. ,
.'i
Date of Death: June 2, 2012 „~'i
Representative was unknown at the time of death
NOTE: GOOD NEWS CONSULTING, Inc. petitioned to become administrator of the estate in the
absence of any willing family member.
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. '~~-/~~ r/~/
Guardian For Good News Consulting, Inc.
as Guardian ^ ~ o
Address ~~(~ ~~.~ ~~ V {' ~ ~ ,~ 1-v~'. ~ ~-~'
Phone ' k s ~ ~ (1 y ~ ~
~` ~ ~~
MARGARET FICK- FINAL REPORT
Appointed April 20, 2011- Client died 6/2/12
NOTE:
Original inventory filed July 25, 2011
Listed assets as =$218,559.07
House valued at that time according to paperwork received upon appointment)=$215931.00
Stocks were still being researched at the time and no value was included on the original inventory
Stock value as of research from 10/21(11 was found to be valued as=$29306.14
AT & T = $ 5061.66
Frontier=$902.98
Verizon=$23341.50
TOTAL=$29306.14
ASSETS REMAINING UPON DEATH:
1. STOCKS as of 6/1/12=$32279.02
• AT &T=$5898.60
• FRONTIER=$531.52
• VERIZON=$25,848.90
2. BANK ACCOUNTS=$4401.28
• M & T Bank acct. xxx3172=$3619.13
• F & M Bank acct. 8408=$782.15
TOTAL ASSETS REMAINING AT TIME OF DEATH: $ 36,680.030
INCOME/MONEY RECEIVED:
SOCIAL SECURITY $18708.08
PENSION $9765.77
DIVIDENDS $302.76
INTEREST INCOME $3.07
LIFE INSURANCE $5330.98
REAL ESTATE SALE $127897.32
OTHER INCOME $11682.19
TOTAL= $173690.17
EXPENSES PAID FOR CLIENT:
ROOM & BOARD at GREEN RIDGE VILLAGE= $145,001.00
OTHER MEDICAL EXPENSES $11325.35
BANK FEES $247.82
COURT COSTS $15.00
POSTAGE $9.24
STOCK RESEARCH $150.00
REAL ESTATE/PROPERTY EXPENSES $4403.18
GUARDIANSHIP FEES $1580.00
LEGAL FEES $1125.00
TOTAL=$163,856.59