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ANNUAL REPORT OF ? � � � � '""
' -i r,v c�` °
GUARDIAN OF THE ESTATE � �
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
Esta.te of HAZEL A. PRIEST , an Incapacitated Person
No. 21-09-0878
I. INTRODUCTION
JEWISH FAMILY SERVICE OF GREATER HARRISBURG,INC. ��,as appointed
�Plenary �Limited Guardian of the Estate by Decree of J.WESLEY OLER,JR. ,J,�
dated JANUARY 4,2010
m A. This is the Annual Report for the period from JANLJARY 1 , 2012
to DECEMBER 31 , 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 Incapacita.ted Person. Date of death:
Name of Personal Representative:
2. The Guardianship was terminated by the Court by Decree of
J., dated
Form G-02 rev.10.13.06 Page 1 of 5
Estate of HAZEL A.PRIEST ,An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 518,975.84
B. Sta.te 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.) $ 350,848.58
C. What is the tota.l amount of income earned during the
Report Period? $ 18,503.40
D. What is the tota.l amount of income and principal
spent for all purposes during the Report Period? $ 165,587.94
E. What axe the balances remaining at the end of the Report
Period?
1. Principal $ 208,047.52
2. Income $ 10,804.45
3. Total of Principal and Income $ 218,851.97
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 esta.te,
certificates of deposit,restricted bank accounts, etc.):
See attached Accounting.
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
Fo,m c-oz rev.10.13.06 Page 2 of 5
Estate of HAZEL A. PRIEST ,An Incapacitated Person
b. List purpose and amount of expenditures:
See attached Accounting. $
$
�
$
c. Was Court approval received prior to
expending the pri.ncipal? . . . . . . . . . . . . . . . . . . . . . . . �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 0 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 $ 17,904.00
Interest $ 141.12
Pension $ 247.28
Miscellaneous $ 211.00
$
$
Tota.l income received during Report Period: $ 18,503.40
Form G-02 rev.10.13.06 Page 3 of 5
Estate of HAZEL A.PRIEST ,An Incapacitated Person
2. How is income currently invested? (Please
specify,e.g.,restricted bank accounts,client
care account, etc.):
See attached Accounting.
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 attached Accounting.
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.)
See attached Accounting.
E. Guardian's Commissions
List amounts of compensation paid as Guaxdian's commission
and state how amount was determined:
Court
Amount Method of Determination Approval Obtained
15,115.50 Hourly at$ 120.00 per hour �Yes �No
�Yes �No
Form G-02 rev.10.13.06 Page 4 of 5
Estate of HAZEL A. PRIEST ,An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
3,024.35 �Yes �No
0 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.
�� � ��tr i � ,�„ �'
..::
Date Signature of Guardian of the Estate
Jewish Family Service of Greater Hbg,Inc.
Name of Guardian of the Estate(type or print)
3333 North Front Street
Address
Harrisburg,PA 17110
City,State,Zip
(717)233-1681
Telephone
Form G-02 rev.10.13.06 Page 5 of 5
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-09-0878
IN RE: HAZEL A. PRIEST,A PARTIALLY INCAPACITATED PERSON
ACCOUNT OF JEWISH FAMILY SERVICE OF GREATER HARRISBURG, INC.,
PERMANENT LIMITED GUARDIAN OF THE ESTATE OF HAZEL A. PRIEST
ACCOUNTING FOR THE PERIOD: JANUARY 1, 2012 TO DECEMBER 31, 2012
Gary L. Rothschild, Esquire
Pa. Supr. Ct. I.D. No. 62041
2215 Forest Hills Drive, Suite 35
Harrisburg,PA 17112
(717) 540-3 510
Attorney for Permanent Limited Guardian
of the Estate of Hazel A. Priest
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
REPORT OF PERMANENT LIMITED GUARDIAN OF TI3E ESTATE OF HAZEL A.
PRIEST FOR THE YEAR ENDED DECEMBER 31,2012
�
Principal receipts and disbursements See attached Exhibit"A"
Income receipts and disbursements See attached E�ibit"A"
As Guardian of the Estate of Hazel A. Priest, a partially incapacitated person, I acknowledge
that I shall file within 60 days of the death or adjudication of capacity of Hazel A. Priest a final
accounting with the Orphan's Court Division of the Cumberland County Court of Common Pleas,
Cumberland County, Pennsylvania.
Jewish Family Service of Greater Harrisburg,Inc.
Guardian of the Estate of Hazel A. Priest
� .��„
By: ._.� ` , �
Helene Cohen, CEO
2
��� : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
SUMMARY OF ACCOUNT '
For the Period of O1/O1/2012 through 12/31/2012
Exhibit"A"
Current
Page Value
PRINCIPAL
Balance as of 12/31/2011 $ 350,848.58
Decrease in value of Allianz Annuity (1,270.35)
Decrease in value of U.S. Savings Bonds (92.94)
Increase in value of Metlife Insurance Policy 162.23
Less: Transfer to Income,per Court Order dated October 26, 2011 ( 141,600.00�
Principal Balance on Hand as of 12/31/2012 $ 208,047.52
INCOME '
Balance as of 12/31/2011 $ 16,283.70
Add: Transfer from Principal,per Court Order dated October 26, 2011 141,600.00
Add: Check deducted in 2011 but never cashed 5.29
Receipts: 4-5 18,503.40
Less: General Disbursements 6-13 ( 165,587.94,�
Income Balance on Hand as of 12/31/2012 10,804.45
COMBINED BALANCE ON HAND 12/31/2012 14 $ 218,851.97
3
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
RECEIPTS OF INCOME
Date CASH RECEIPTS Amount
O1/03/2012 Social Security $ 1,492.00
02/03/2012 Social Security 1,492.00
03/02/2012 Social Security 1,492.00
04/03/2012 Social Security 1,492.00
: OS/03/2012 Social Security 1,492.00
06/Ol/2012 Social Security 1,492.00
07/03/2012 Social Security 1,492.00
08/03/2012 Social Security 1,492.00
08/31/2012 Social Security 1,492.00
10/03/2012 Social Security 1,492.00
11/02/2012 Social Security 1,492.00
12/03/2012 Social Security 1,492.00
Total Social Security $ 17,904.00
1/O 1/2012-
12/31/2012 Interest- Checking Account-PNC $ 6.34
1/O 1/2012-
12/31/2012 Interest—Money Market Account-PNC $ .82
1/O 1/2012-
12/31/2012 Interest—Certificate of Deposits-PNC $ 133.96
Total PNC Interest $ 141.12
4
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated .
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL RECEIPTS (continued)
Ol/Ol/2012- Northern Trust Pension $ 24'7,2g
12/31/2012
O 1/O 1/2012- Miscellaneous $ 211.00
12/31/2012
TOTAL RECEIl'TS $ 18,503.40
5
IN�� : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS
Pharmacv
O1/04/2012 $ 85.00
02/O1/2012 125.00
03/08/2012 87.20
04/04/2012 177.20
OS/22/2012 132.20
06/07/2012 132.20 �
07/10/2012 132.20
: 08/13/2012 101.38
10/10/2012 63.86
Total Pharmacy $ 1,036.24
Hospital, Doctors and other out of home medical care
02/07/2012 $ 160.00
03/08/2012 211.00
10/30/2012 78.04
Total out of home medical care $ 449.04
Real Estate Taxes on House
04/24/2012 $ 3 84.81
07/24/2012 1,227.85
Total Real Estate Taxes on House $ 1,612.66
6
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Repairs and Maintenance(Tru Green and Doug Bowman�
02/08/2012 $ 40.00
02/24/2012 23 8.50
03/20/2012 180.00
04/04/2012 57.58
04/11/2012 40.00
OS/09/2012 61.03
OS/22/2012 185.00
06/19/2012 200.00
07/24/2012 160.00
08/13/2012 61.03
08/17/2012 120.00
09/25/2012 160.00
10/30/2012 160.00
11/08/2012 160.00
12/03/2012 61.03
Total Repairs and Maintenance $ 1,884.17
In-Home Medical Care
O1/03/2012 $ 2,666.00
O1/09/2012 2,583.00
O 1/16/2012 2,450.00
O1/23/2012 2,474.00
O1/30/2012 2,474.00
02/06/2012 2,474.00
02/13/2012 2,462.00
02/20�2012 2,480.00
02/27/2012 2,474.00
03/OS/2012 2,456.00
03/12/2012 2,474.00
03/19/2012 2,450.00
03/26/2012 2,474.00
7
��� : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
In-Home Medical Care(Continued)
04/02/2012 2,774.00
04/09/2012 2,311.00
04/16/2012 2,440.00
04/23/2012 2,299.00
04/30/2012 2,354.00
OS/07/2012 2,388.00
OS/14/2012 2,404.00
OS/21/2012 2,669.00
OS/29/2012 2,369.00
06/04/2012 2,538.00
06/11/2012 2,405.00
06/18/2012 2,414.00
06/25/2012 2,380.00
07/02/2012 2,369.00
07/09/2012 2,548.00
07/16/2012 2,369.00
07/23/2012 2,369.00
07/30/2012 2,390.00
08/06/2012 2,369.00
08/13/2012 2,392.00
08/20/2012 2,380.00
08/27/2012 2,381.00
09/04/2012 2,393.00
09/10/2012 2,552.00
09/17/2012 2,369.00
09/24/2012 2,357.00
10/02/2012 2,427.00
10/10/2012 2,415.00
10/15/2012 2,533.00
10/22/2012 2,533.00
10/29/2012 2,389.00
11/OS/2012 2,601.00
11/12/2012 2,521.00
11/19/2012 2,581.00
8
��� : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
In-Home Medical Care(Continued)
11/26/2012 2,743.00
12/03/2012 2,509.00
12/10/2012 2,647.00
12/17/2012 2,665.00
12/21/2012 2,647.00
12/31/2012 2,304.00
Total In-Home Medical Care $ 130,889.00
FoodlGiant&Personal Advances to/for Hazel
Ol/10/2012 $ 100.00
O1/16/2012 332.53
02/03/2012 350.00
02/24/2012 33.57
02/24/2012 100.00
02/27/2012 72.13
02/27/2012 300.00
03/13/2012 300.00
03/19/2012 26.00
OS/O 1/2012 250.00
06/11/2012 3 00.00
06/28/2012 115.38
07/02/2012 3 00.00
07/31/2012 3 00.00
08/27/2012 300.00
09/17/2012 3 00.00
10/OS/2012 320.00
10/22/2012 3 00.00
11/OS/2012 64.56
11/09/2012 102.31
11/09/2012 150.00
11/19/2012 150.00
11/26/2012 50.84
11/26/2012 150.00
9
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
FoodlGiant&Personal Advances to/for Hazel (Continued)
12/10/2012 3 00.00
12/27/2012 350.00
Total Food/Giant&Personal Advances to/for Hazel $ 5,417.32
Utilities
O 1/04/2012 S ewer/Trash $ 13 8.00
O1/04/2012 PPL 354.89
O1/04/2012 Water 59.12
O1/17/2012 Verizon 20.81
02/O l/2012 PPL 445.79
02/O 1/2012 Water 64.72
02/O1/2012 Comcast 70.36
03/08/2012 PPL 355.76
03/08/2012 Verizon 20.41 �
03/08/2012 Comcast 70.36
03/08/2012 Water 54.70
03/20/2012 Verizon 26.24
04/04/2012 Sewer/Trash 138.00
04/04/2012 Comcast 70.36
04/04/2012 Water 51.06
04/04/2012 PPL 253.65
04/11/2012 Verizon 20.31
04/24/2012 Water 60.3 6
04/24/2012 Comcast 70.36
OS/09/2012 PPL 226.91
OS/22/2012 Verizon 2'7,'73
06/07/2012 Comcast 74.59
06/07/2012 PPL 169.04
06/07/2012 Water 58.53
06/23/2012 Verizon 34.84
07/10/2012 Water 62.19
07/10/2012 Comcast 74.59
07/10/2012 PPL 142.50
10
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
. A partially incapacitated :
person : ORPHANS' COURT DNISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Utilities(Continued)
07/24/2012 Verizon 2'7,p2
07/24/2012 Comcast 74.59
08/13/2012 Water Sg,g2
08/13/2012 PPL 162.83
08/13/2012 Verizon 31.90
08/20/2012 Sewer/Trash 151.80
08/22/2012 Comcast 74.59
09/06/2012 PPL 118.83
09/25/2012 Comcast 74.79
09/25/2012 Verizon 36.54
09/26/2012 Water 103.82
10/10/2012 Sewer/Trash 138.00
10/20/2012 PPL 99.08
10/26/2012 Water 35.39
10/26/2012 Comcast 74.58
10/26/2012 Verizon 33.78
11/08/2012 PPL 170.76
12/03/2012 Verizon 69.54
12/03/2012 Water 49.32
12/03/2012 Comcast 74.39
12/03/2012 PPL 233.44
12/31/2012 Water 48.39
12/31/2012 Verizon 56.13
12/31/2012 Comcast 74.5�
Total Utilities $ 5,289.10
11 �
;
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DNISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Alert One/Lifeline
O 1/12/2012 $ 29.63
02/14/2012 29.63
03/13/2012 29.63
04/12/2012 29.63
OS/14/2012 29.63
06/12/2012 29.63
07/12/2012 29.63
08/14/2012 29.63
09/12/2012 29.63
10/12/2012 29.63
11/14/2012 29.63
12/12/2012 29.63
Total Alert One/Lifeline $ 355.56
Jewish Family Service-bill pa��/case mana ement
O1/04/2012 $ 1,235.00
02/O l/2012 1,690.00
03/O1/2012 1,397.50
04/02/2012 1,170.00
OS/O 1/2012 1,23 5.00
06/04/2012 1,105.00
07/03/2012 1,465.50
08/02/2012 1,202.50
08/31/2012 1,300.00
10/04/2012 1,137.50
11/O1/2012 1,105.00
12/04/2012 1,072.50
Total JFS Bill Paying/Case Management $ 15,115.50
12
��� : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DIVISION
: DOCKET NO. 21-09-0878
GENERAL DISBURSEMENTS (Continued)
Le�al Fees and Miscellaneous
02/07/2012 Law Offices of Gary L. Rothschild-legal services $ 1,957.00
03/08/2012 Law Offices of Gary L. Rothschild-legal services 433.00
04/11/2012 Law Offices of Gary L. Rothschild-legal services 361.00
OS/09/2012 Law Offices of Gary L. Rothschild-legal services 273.35
06/29/2012 Vital Records-Death Certificate 18.00
08/13/2012 Law Offices of Gary L. Rothschild-legal services 497.00
Total Lega1 Fees and Miscellaneous $ 3,539.35
TOTAL DISBURSEMENTS $ 165,587.94
13
IN RE: : IN THE COURT OF COMMON PLEAS
HAZEL A. PRIEST, : OF CUMBERLAND COUNTY, PENNSYLVANIA
A partially incapacitated :
person : ORPHANS' COURT DNISION
: DOCKET NO. 21-09-0878
PRINCIPAL BALANCE ON HAND AS OF 12/31/2012
Values:
Residence: 922 Susan Circle, Enola, PA $ 130,800.00
1991 Buick LeSabre automobile 1,300.00
PNC checking account 13,464.65
PNC money market account 4,823.54
Sovereign Bank certificates of deposit 61,403.36
MetLife insurance policy..584 942.13
MetLife insurance policy..362 889.60
MetLife insurance policy..842 5,228.69
TOTAL PRINCIPAL ON HAND $ 218,851.97
14
THE LAW OFFICES OF GARY L. ROTHSCHILD
2215 Forest Hills Drive, Suite 35, Northwood Office Center, Harrisburg, PA 17112
Telephone (717) 540-3510 Facsimile (717) 540-3512 E-mail: glrothlaw@comcast.net
Apri13, 2013
Ms. Glenda F. Strasbaugh, Register of Wills
Cumberland County Courthouse
One Courthouse Square, Room 102
Carlisle, PA 17013-3387
Re: Guaxdianship of Hazel A. Priest, Dock. No. 21-�09-0878
Dear Register Strasbaugh,
Enclosed please find an original and three copies of the�nnual Report of Guardian of the
Estate which are being filed on behalf of the Guardian of Hazel A. Priest, A Partially Incapacitated
Person.
I anticipate that the Annual Report of Guardian of the Person shall be filed shortly by the
Guardian.
Also enclosed is a check, in the amount of� 15.00, for the required filing fee for the above-
referenced documents and a postage prepaid return envelope.
Please accept the original Annual Report for tiling and return the copies in the enclosed
envelope, after time-stamping the same. Should you have any questions regarding the enclosed
please contact me. � . � �
Thank you for your anticipated attention to this matter and the enclosed.
V ery truly yours,
......:
� ° �
Gary L othschild � o � �, �
� � � � � �
� � � v,� r� r�
Enclosures z �„ �s. �s t�
cc: Marjorie Koch(w/o enclosures) � � � c� �-, � � ° �"
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