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' ANNUAL REPORT 4�f:�} ��;i oF �r�+!�. �s
GUARDIAN OF THE E��q�E7 F�1 � 27
CLi�;4( f„
COURT OF COMMON PLEAS ��f'1-1 A!d S' C L'U n'T
CUMBERLAND COUNTY, PE���'�[jqi�jf�'1� 1„ Pt1
ORPHANS' COURT DIVISION
Estate of Georgia D. Johnstone , an Incapacitated Person
No. 21-09-00377
I. INTRODUCTION
Gary J. Muccio , was appointed
m Plenary 0 Limited Guardian of the Estate by Decree of J. Wesley Oler, Jr. J,
dated 7une 10, 2009
� A. This is the Annual Report for the period from April 1 2012
,
to March 31 , 2013 (the "Report Period"); or
0 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
Fo.m c-oz rev. l0.13.06 Page 1 of 5
�
Estate of Georgia D. Johnstone , An Incapacitated Person
Il. SUMMARY
A. State the value of the estate reported on the Inventory $ 717,670.63
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.) $ 465,17129
C. What is the total amount of income earned during the
Report Period? $ 23•2g8'72
D. What is the total amount of income and principal
spent for all purposes durin�the Report Period? $ 188,573.50
E. What aze the balances remaining at the end of the Report
Period?
I. Principal $ 291,219.75
2. Income $
3. Total of Principal and [ncome $ 291,219.75
III. ADDITIONAL INFORMATION
(If more space is needed,please attach additinnal pages.)
A. Principal
1. ]-low is the principal balance listed above currently
invested? (Please specify, e.g., real estate,
certificates of deposit, restricted bank accounts, etc.):
Orrstown Bank 50+ Checking Account# 146001716
Orrstown Bank Money Market Account#146001724
SIPCO Investments Brokerage Account#671-863351
Fidelity Investments Traditional IRA Account#671-921203
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 0 No
Fo.m c-oz .�. io.�s.ob � Page 2 of 5
' Estate af �Teprgia D. Jahnstone , An Incapacitated Persan
b. List purpase and amaunt af expenditures:
Nursing Home Facility � 125,50833
Persqnal Caze $ 52,752.40
Healih Insurance � 5,217.9$
PrescriptionslMedical � 1,234.74
Supplies/Clothing 1,245.96
c. Was Court approval received prior to
expending the principal? . . . . . . . . . . . . . . . . . . . . . . . 0 Yes m No
3. Were additianal principal assets recaived 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 ❑No
b. State the sources and amounts af the
additional principal received:
$
$
$
$
$
B. Incame
1. State sources and amaunts of income received
during the Report Period{e.g., Social 5ecurity,
pension,rants, ete.}:
Social Security Benefits $ 14,66$.20
S1PC0 Investments Brokerage Account � 2,OS3.26
Onstown Bank Aceonnts $ 6796
Fidality IRA distribution $ 6,288.72
$
$
Totai incorne received during Report Periad: $ 2�,n�8�i¢
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� Estate of Geor�ia D. Jahnstone , An Incapacitated Person
2. How is incame currently invested? (Ptease
specify, e.g., restricted bank accaunts, ctient
care accounC, etc.):
Orrstown Bank S0+ Checking Account# 146001716
Orrstown Bank Money Market Account#1 4600 1 724
SIFCO Investments Brakarage Accaunt#6'71-86335 i
Fidelity lnvestments Tradrtional IRA Account#671-921203
C. Expenses for Care and Maintenance
Specify whai expendihtres were made fram the principal and
income for the cue and maintenance af the Incapacitated
Person (e.g., clothing, nursing home, medicine, support, etc.):
Nursing Horne Facility $ 325,508.33
Personal Caze 52,752.40
Health Insurance 5,217.9$
PrescriptionslMedicat 1,234.74
Supplies/Clothing 1,245.96
Laundry 5ervice 100A0
D. Other Expenditures
Specify �uhat ather expenditures were made during the Report
Period. (Dp not include any items staCed in response ta
question C above.)
CPA - Tax Preparation Fee $ 195.06
Band Preinium 1„5q1.00
E. Guardian's Commissions
List amounts of compensation paid as Guardian's comrnission
and state how amount was deternuned:
Cnurt
Am�srnt Method crf L}etermirrntian Approvat Qfitained
1,53 7.50 Hourly(a7 rate/hour �Yes �No
�Yes �No
form G-02 rev. 10.l3.05 page 4 Of 5
� Estate of Georgia D. Johnstone , An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
1,02135 0 Yes �No
�Yes 0 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. �
3 �`1aw � `�`�� —
Date Signalure o ardi offhe Estate
Gary J. Muccio
Name of Guordian of the Estate(rype or prinf)
6 Derbyshire Drive
Aa�r.ess
Carlisle, PA 17015-9259
City,Stale,Zip
717.385.0507
Telephone
Form G-0� rev. 10.13.06 Page 5 of 5