Loading...
HomeMy WebLinkAbout02-07-13ANNUAL REPORT OF e, GUARDIAN OF THE ESTATE ~ ~ ~ ~ ~ b, '+~ r-t ~ r ..~Ar ~ Cf~ COURT OF COMMON PLEAS OF Z y ~ v ~ n Gt~+IRF.RT.A COUNTY, PENNSYLVANIA o ~ ~ O ORPHANS' COURT DIVISION ~ ~ .~ ~ ~ .© y ti. ~ n J'V ,~-~ h`1 Estate of Tracy A. McHale , an Incapacitated Pe sr on ~ ~ ~ No. 21-08-0011 I. INTRODUCTION Michael and Karin McHale ,was appointed ©Plenary ®Limited Guardian of the Estate by Decree of M. L. Ebert, Jr. J dated 02!12/2008 ~ A. This is the Annual Report for the period from January 1 2012 to Dees~er 31 2012 (the "Report Period"); ur ~ B. This is the Final Report for the period from , to (the "Report Period"), and is filed for the foiio~ving reason: I . 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 rarm c-nz .YV. ~a~s.ns Page I of 5 .~ Estate of Tx'a~Y A. McHale An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 400, 000.00 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? $ 14,252.52 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 14, 252.52 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 400,000.00 2. Income $ 3. Total of Principal and Income $ 400, 000.00 III. ADDITIONAL INFORMATION (If more space is ~eederl, 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.): MET LIFE ANNUITY 2. Have there been any expenditures from the principal during the Report Period? ............................ Q Yes ®No If yes: a. Have all expenditures from. the principal been for the sole benefit of the Incapacitated Person? ........ ^ Yes ^ No Farm G-01 rev /0.l3.(M Page 2 of 5 Estate of Tracy A. McHale An Incapacitated Person b. List purpose and amount of expenditures: c. Was Court approval received prior to expending the principal? ....................... rl Yes U 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 I f yes: a. Was Court approval requested prior to receiving the additional principal? ................ 0 Yes ^ No b. State the sources and amounts of the additional principal received: B. Income I . State sources and amounts of income received during the Report Period (e.g., Social Security, pension, rents, etc.): Annual distribution fran Met Life Insurance Company Annuity Total income received during Report Period: $ 14,252.52 $ 14,252.52 FormC-o2 rev. io.rsn6 Page 3 of 5 Estate of Tracy A. McHale An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Client Care and Savings Accounts 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.}: See attachment -last page D. Other Expenditures Specify what other expenditures were made during the Report Period. (Uo not include any items stated in response to question C above.) See attachment -last page F,. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Amount Method of Determination Court Approval Obtained Yes ~No ^ Yes ~] No Form a-01 rrv. !0. l3.lM Page 4 of 5 Tracy A McHale No. 21-08-0011 Met life Annuity - 2012 Annual Report of Guardian of the Estate January, 2012 12/30/2011 1187.71 check from Met Life -387.71 to Money Management Savings -25.00 debit - E~ocon gasoline electronic -250.00 rent half ck 557 -89.87 cell phone ck 558 -52.50 counseling co-pay ck 559 -16.99 VISA ck 560 -22.00 debit -Giant electronic -18.07 debit -Rite Aid electronic -24.48 Comcast half ck 562 -25.00 debit E~ocon gasoline electronic -150.00 American Funds savings electronic -39.18 debit Sunoco gasoline electronic -52.50 counseling co-pay ck 564 -19.92 debit -Giant electronic -14.49 remains in checking 0.00 balance February, 2012 1/30/2012 1187.71 check from Met Life -387.71 to Money Management Savings -250 rent ck 568 -52.5 counseling co-pay ck 566 -88.52 cell phone ck 569 -57.57 PPL ck 567 -47.33 Comcast ck 570 -39.13 debit -Giant gasoline electronic -150.00 American Funds savings electronic -52.50 counseling co-pay ck 572 -30.00 CATRA ck 574 -46.01 debit 6ocon gasoline electronic 13.56 used from checking 0.00 balance 1/1/2012 12/29/2011 1/2/2012 1/4/2012 1/6/2012 1/9/2012 1/11/2012 1/12/2012 1/12/2012 1/15/2012 1/17/2012 1/18/2012 1/19/2012 1/30/2012 2/1/2012 2/2/2012 2/6/2012 2/6/2012 2/12/2012 2/15/2012 2/22/2012 2/25/2012 2/26/2012 1 March, 2012 2/29/2012 1187.71 check from Met Life -387.71 to Money Management Savings -250.00 reM ck 575 -150.66 VISA ck 576 -9.80 personal taxes ck 578 -39.52 debit K-Mart medications electronic -52.50 Counseling co-pay ck 581 -40.00 Dr. Tumpaugh ck 582 -150.00 American Funds savings electronic -49.25 Comcast electronic -52.50 counseling co-pay ck 585 -5.77 remains in checking 0.00 Balance April, 2012 3/30/2012 1187.71 -387.71 -250.00 -49.25 -29.62 -76.03 -17.98 -30.00 -29.47 -68.00 -52.50 -150.00 -52.50 5.35 0.00 May, 2012 4/30/2012 1187.71 -687.71 -250.00 -39.98 -36.00 -72.30 -43.80 -48.22 check from Met Life to Money Management Savings rent ck 586 Comcast cable ck 587 PPL electric ck 588 cell phone ck 589 VISA ck 590 CATRA horseback riding ck 591 debit K-Mart medications electronic PA Dept of Revenue -taxes ck 592 counseling co-pay ck 593 American Funds savings electronic counseling co-pay ck 594 used from checking balance Balance check from Met Life to Money Management Savings rent ck 598 VISA ck 602 Commonwealth PA ck 603 Cell phone ck 604 PPL ck 605 Comcast cable ck 606 2/29/2012 3/3/2012 3/5/2012 3/11/2012 3/14/2012 3/15/2012 3/15/2012 3/23/2012 3/28/2012 3/29/2012 4/6/2012 4/6/2012 4/6/2012 4/7/2012 4/7/2012 4/10/2012 4/13/2012 4/13/2012 4/15/2012 4/18/2012 5/7/2012 4/30/2012 5/7/2012 5/7/2012 car registration 5/7/2012 5/7/2012 5/7/2012 2 -52.50 counseling co-pay ck 607 5/9/2012 227.98 transfer from money management savings 5/11/2012 -150.00 American Funds savings electronic 5/15/2012 -11.92 Hershey Med Physicians ck 608 5/24/2012 -42.09 debit -Sunoco gasoline electronic 5/25/2012 18.83 transfer from money management savings 0.00 Balance June, 2012 5/30/2012 1187.71 check from Met Life -687.71 to Money Management Savings -250.00 rent ck 609 5/30/2012 -83.26 counseling co-Pay ck 610 6/5/2012 -31.34 debit - TJ Rockwells dinner electronic 6/5/2012 -44.12 PPL ck 615 6/11/2012 -52.91 Comcast cable ck 616 6/11/2012 -52.50 counseling co-Pay ck 617 6/13/2012 -150.00 American Funds savings electronic 6/15/2012 300.00 transfer from money management savings 6/16/2012 -83.79 cell phone electronic 6/16/2012 -52.50 counseling co-Pay ck 618 6/27/2012 0.42 used from checking 0.00 Balance July, 2012 6/30/2012 1187.71 Check from Met Life -487.71 to Money Management Savings -250.00 rent ck 619 6/29/2012 -223.48 VISA ck 620 7/2/2012 275.00 transfer from money management savings 7/2/2012 -52.91 Comcast cable ck 622 7/8/2012 -29.21 PPL electric ck 623 7/8/2012 -52.50 counseling co-pay ck 624 7/11/2012 -95.72 cell phone electronic 7/12/2012 -150.00 American Funds savings electronic 7/15/2012 -157.30 HealthSouth -speech therapy ck 626 7/26/2012 36.12 from checking balance 0.00 balance 3 August, 2012 7/31/2012 September, 2012 8/31/2012 October, 2012 9/28/2012 1187.71 Check from Met Life -143.52 Health5outh -speech therapy ck 628 7/29/2012 -250.00 rent ck 627 7/31/2012 -52.50 counseling co-pay ck 629 8/1/2012 -200.00 VISA ck 644 8/3/2012 -28.62 debit -Ultra Cosmetics electronic 8/9/2012 -52.50 counseling co-pay ck 631 8/15/2012 -93.98 cell phone electronic 8/15/2012 -150.00 American Funds savings electronic 8/15/2012 -71.76 Health5outh -speech therapy ck 632 8/16/2012 -41.00 PPL ck 633 8/16/2012 -52.91 Comcast cable ck 634 8/16/2012 -41.00 debit -Turkey Hill -gas electronic 8/16/2012 -9.92 remains in checking 0.00 balance 1187.71 Check from Met Life -132.71 to Money Management Savings -287.50 rent ck636 8/30/2012 -52.50 counseling w-pay ck 638 9/5/2012 -77.84 cell phone ck 639 9/11/2012 -311.83 VISA ck 640 9/12/2012 -37.65 PPL ck 647 9/12/2012 -52.91 Comcast cable ck 648 9/12/2012 -150.00 American Funds savings electronic 9/15/2012 -52.50 counseling co-pay ck 650 9/19/2012 -60.00 Dentist ck 651 9/28/2012 27.73 used from checking 0.00 balance 1187.71 Check from Met Life -474.50 rent (third) + deposit ck 652 9/28/2012 -95.68 Health5outh -therapy ck 653 9/28/2012 -12.50 counseling ck 654 9/28/2012 52.50 counseling co-pay ck 655 10/3/2012 -63.45 Compst half ck 658 10/9/2012 -62.97 PPL ck 659 10/9/2012 -77.84 cell phone ck 661 10/10/2012 4 -17.94 debit -Weis -12.60 debit -Wegmans -150.00 American Funds savings -52.50 counseling co-pay -25.00 CATRA -16.05 PA Ameripn Water -52.91 debit -Kohl's -72.74 debit - Wal-Mart -53.50 counseling co-pay -0.03 remains in checking 0.00 balance November, 2012 10/31/2012 electronic electronic electronic ck 663 ck 664 ck 665 electronic electronic ck 667 1187.71 check from Met Life -187.47 to Money Management Savings -217.00 rent (third) ck 666 -26.80 Hershey Physician Group ck 668 -126.45 VISA ck 669 -30.15 PPL ck 671 -78.00 cell phone ck 672 -53.50 counseling co-pay ck 680 -150.00 American Funds savings electronic -30.70 debit -Giant electronic -31.58 debit -Wegmans electronic -70.98 All Better Care ck 677 -25.00 debit -Sunoco gasoline electronic -65.90 Deluxe check order electronic -42.47 debit -Karns electronic -53.50 counseling co-pay ck 681 1.79 used from checking 0.00 balance December, 2 1187.71 check from Met Life 11/28/2012 -187.71 to Money Management Savings -217.00 rent (third) ck 674 -39.40 Comcast cable ck 673 -53.50 counseling co-pay ck 675 -28.50 PA American water ck 676 -78.00 cell phone ck 678 -61.62 PPL ck 684 -169.61 VISA ck 685 5 10/10/2012 10/14/2012 10/15/2011 10/17/2012 10/19/2012 10/23/2012 10/24/2012 10/25/2012 10/31/2012 10/31/2012 11/12/2012 11/12/2012 11/13/2012 11/13/2012 11/14/2012 11/15/2012 11/16/2012 11/17/2012 11/ig/2oiz 11/18/2012 11/27/2012 11/27/2012 11/28/2012 11/29/2012 12/4/2012 12/5/2012 12/10/2012 12/10/2012 12/10!2012 12/10/2012 -150.00 American Funds savings -8.39 -53.50 -19.58 -59.96 -61.78 0.84 0.00 PA American water counseling co-pay All Better Care Rite Aide debit -Giant used from checking balance electronic ck 686 ck 687 ck 688 electronic electronic 6 12/15/2012 12/18/2012 12/19/2012 12/20/2012 12/21/2012 12/26/2012 Tracy A McHale Met Life Annuity - 2012 2012 SUMMARY No. 21-08-0011 Annual Report of Guardian of the Estate 14252.52 Annual Income from Met Life Insurance Company Annuity Annual Expenses 2012 -3921.86 to Money Management savings 821.81 transfer from Money Management savings -3196.00 rent -911.89 cell phone -1203.26 counseling expenses -1256.98 VISA -238.99 food Stores -147.02 Rite Aide & K-Mart -533.02 Comcast cable -282.41 debit -gasoline -1800.00 American Funds Savings -437.71 PPL electric -85.00 CATRA horse riding therapy -77.80 personal & state taxes -229.28 medical care (Dr. Turnpaugh, Hershey Physicians, All Better Care, Dentist) -468.26 Health5outh -speech therapy -36.00 Commonwealth of PA -car registration -31.34 debit -dinner -154.27 debit -shopping (Ulta, Kohl's, Wal-Mart) -52.94 PA American Water Company -65.90 Deluxe Check Order -30.21 remains in checking 85.81 used from checking -14252.52 TOTAL Annual Expenses 2012 7