HomeMy WebLinkAbout04-18-13 (2) ,
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COURT OF COMMON PLEAS CUMBERLAND COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
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IN RE: LOUISE CARL ,AN INCAPACITATED P���N � �? �'v
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FILLE NO: 2109-0459 �,�,, z �, cv �'�' �`'
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ANNUAL REPORT OF THE GUARDIAN OF THE E��'�.' � ,� �
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1. INTRODUCTION � � . ��
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Pennsylvania Guardianship Association/Brian D. Brooks was appointed the
Limited, X Plenary Guardian of the Esta.te by Decree of
ORPHAN'S COURT , Judge Dated: 3/30/10
X (A) This is the Annual Report for t,he period from 3/3 0/12 to 3/3 0/13
(B) This the Final Report for the period from to
and is filed for the following reason:
1. The death of the incapacita.ted person, Date of Death
2. The guardianship was terminated by the Court by Decree of
,Jud�e, Dated
2. SUMMARY
A. State the value of the estate reported on the inventory $ 1,794.00
B. State the value(s)of principie assets at the beginning of the Report Period.
{Same as the inventory if this is the first report,otherwise,balance from last report)
$2,078.70
C. What is the total amount of income eamed during the report period?
$ 14,840.89
D. What is the total amount of income and principle spent for a11 purposes during the
report period.
$ 18,119.27
E. What are the balances remaining at the end of the report period? :
l. Principle $
2. Income $
3. Total principle and income $- 1,199.68
This negative balance was causeci by billing and deposit errors by the facility. At the time of this
report PAGA and the business office at Forrest Park Care Center are working to resolve the
issue.
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THE ESTATE C1F: LOUISE+�ARL ;
3. ADDITIONAL INFORMATION
(If mvre space is needed,please attach additionai pages.)
A. Principle
1. Hc�w is the principle balance listed abave currently invested?(Specify)
PAGA CUSTODIAL ACCOUNT//RESIDENT ACCOUNT AT FACILITY
2. Have�there been any expenditures fram principle during this report periad?
� Yes �No
If yes:
a. Have al all expenditures from prin�ciple been for the sale benefit of the
Incapacitated Persan? � Yes No
b. List the purpose and arnaunt of expenditures:
SEE ATTAC�IED ALL TR:��NSA+CTICIN REPfl►RT.
c. Was approval received prior ta e�pending principle`?
Yes � No
3. Were additivnal principle assets re,�eived during t�us report��eriad that u�ere nc�t
included in the inventvey or any prior report filed for the es#a.te?
Yes X I�+�a
If yes;
a. Was court approval r�quested prior tc�receiving additia�al principle`?
Yes No
b. State the sources and amaunts af addition�al principle received:
B. Income
l. State saurces of incaome received during th�report period:
1. SC3CIAL SEt�URITY
2. BLACI�LL�TG PENSI�N
3. I��TEREST
Total income received during repc�rt periad: � 18,119.27
2. How is the inc+�►me currently in�rested?�Spe�cifY)
PAGA CUSTODIAL ACCOUN�`/I�►ESIDENT AC+���.�NT AT FACILITY
in��� _
s
TI3E ESTATE(JF: LOUISE CARL
C. Egpenses for Care and Maintenance:
(Specify w�a.t expenditures were made fram the principle and income for the care and
maintenance af the incapa�citated�rson)
SEE ATT'ACHED ALL TRANSA�TION REP�3RT
D. Other egpenditures(Specify any c�ther ex�nditures nvt previously reported)
E. Guardians Cammissians
�L,ist the amaunts of compensativn paid as�dian's cvnunission and state hc►w amount
was determined:�
Amount Method of l�etermination C'aurt Approv$I t�btained
800.4� 8 Manths �a, 1�.00 �es� No
F. Counsel Fee
{List amounts paid as counsel fee,and indicate whether Court appraval was ob#��ined.)
I verify that the f�►regoi�g inft�rm�ti+nn i�tru�e�nd cv�rrreaet ta the best af my kaowledg�„
information and beli�f; �.nd that t�is Verific�t�vn i��ubj�t t+�the genaities in 18 PA. C,S.A,
Sl�490�.
Date: � ��
rian .Broaks
Pennsylvania Gu�rdianship Association
P�Bo�c 7295
Ls�r�ste�t'i PA 17G(1�
717-299-4�8
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