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HomeMy WebLinkAbout02-28-13 (2)z ~ a ~FCUROF~ G~FF~CF OF ANNUAL REPORT ~ ~ ~ ~ ~ ~ ~ ~'' ~ Ls GUARDIAN OF THE F~~'~~~8 ~ ~ g 2 ~ ~~~~~ ~~ COURT OF COMMON PLEAS ~~ p N A #~ S' ~ ~ ~ ~Ti Cumberland COUNTY, PE~D'i-~~~~~~~~., FA ORPHANS' COURT DIVISION Estate of Todd Stewart Thomas, Jr. , an Incapacitated Person No. 21-2011-0046 I. INTRODUCTION Todd S. Thomas, Sr. & Tabitha C. Thomas ,was appointed ®Plenary ®Limited Guardian of the Estate by Decree of J. Wesley ©hler ~ J,~ dated March 1, 2011 ~ A. This is the Annual Report for the period from March 1 2012 to February 28 2013 (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 - rev. 10.13.06 Pa e 1 of 5 Form G 02 g Estate of Todd Stewart Thomas, Jr. , 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? $ 1,295.92 $ 664.83 $ 5,898.34 $ 4,602.42 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 664.83 2. Income $ 5,898.34 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.): 6,563.17 It is not invested. It is in Todd's checking account, which is jointly with Tabitha so she can help him with his financial matters. He does not earn interest on the checking account balance. 2. Have there been any expenditures from the principal during the Report Period? ............................ m 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 Todd Stewart Thomas, Jr. , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): It is not invested. It is in Todd's checking account .This account is not interest bearing. I am assuming by principal in previous questions, that it was meant to be listed as the balance of his account at time of last report. 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, shoes, chiropractic, hair care, medical ,health supplements. 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.) Educational, some of therapeutic horseback riding ,art classes, hobbies, and various Easter Seals sports and events. 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 0.00 Court Approval Obtained 0 Yes ~ No Yes Q No Form G-02 rev. 10.13.06 Page 4 of 5 ' ~ r Estate of Todd Stewart Thomas, Jr. , 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 ~ No 0.00 ~ 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. 2/28/13 X ~ ' Date Signature of Guardian of the Estate Todd S. Thomas, Sr. , Tabitha C. Thomas Name of Guardian of the Estate (type or print) 80 Sunnyside Drive Address Carlisle, PA 17015 City, State, Zip 717-620-8051 Telephone Form G-02 rev. 10.13.06 Page 5 of 5