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Home My WebLink About07-08-13 RECORDED OFFICE OF ANNUAL REPORT OF GUARDIAN REGISTER OF WILLS OF THE ESTATE 7OD AL 8 Fn 135 COURT OF COMMON PLEAS OF CLERK. Or CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURTDIVISION ORPIIANS' COURT CUMBERLAND CO., PA Estate of JANETTE NEELY an Incapacitated Person No. 21-08-0032 I. INTRODUCTION Keystone Guardianship Service was appointed ®Plenary ❑ Limited Guardian of the Estate by Decree of Edgar B Bayley J., dated March 5, 2008 ® A. This is the Annual Report for the period from March 6, 2012 to March 5 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 Page 1 of 5 Estate of JANETTE NEELY an Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $539,808.24 B. State the value(s) of income and principal assets at the beginning of the Report Period. (Same as Inventory if first Report, otherwise, ending balance from last Report.) Principal $13,870.22 Income $320.62 C. What is the total amount of income earned during the Report Period? $8,212.49 D. What is the total amount of income and principal spent for all purposes during the Report Period? $(7,986.96) E. What are the balances remaining at the end of the Report Period? 1. Principal $13,400.64 2. Income $ 1,015.73 3. Total of Principal and Income $14,416.37 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.): Halifax Bank Checking#214507610 $4,400.64 Burial Reserve—Forethought Life $9,000.00 Total Principal Balance: $13,400.64 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 b. List purpose and amount of expenditures: All principal used is transferred to Income. Page 2 of 5 Estate of JANETTE NEELY an Incapacitated Person c. Was Court approval received prior to expending the principal? ...................................................... ®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 ❑ 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.): Interest Income $21.67 US Treasury— Social Security $8,169.00 Refund— On Site Health Service $21.82 Total income received during Report Period: $8,212.49 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Halifax Bank Checking #214507610 $1,015.73 Total Income Balance: $1,015.73 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.): Courtyard Gardens $2,144.60 Middletown Home $4,302.66 Total Expenses for Care and Maintenance: $6,447.26 Page 3 of 5 Estate of JANETTE NEELY an Incapacitated Person 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.) Keystone Guardianship—costs $159.16 Keystone Guardianship— reimbursed $65.54 Leona Shaffer—tax prep $100.00 Register of Wills $15.00 Total for Other Expenditures: $ 339.70 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained $100.00 Fees ($100.00 per month) ❑ Yes ❑ No F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained _N/A ❑ Yes ❑ No ❑ 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. Date Sigman of Guardian ofthe Estate Melanie Peters Name of Guardian of the Estate(type or print) PO Box 804 Address EBzabethviUe,Pa 17023 City,State,Zip 777-674-5757 Telephone Page 4 of 4 Income Statement- SQL Udger Version 2.8.27-Janette Neely-kg-jneely ht tp://keyguard.anteii.conVrp.pt Janette Neely INCOME STATEMENT for Period March 06 2012 To March 05 2013 INCOME Mar 06 2012 Mar 05 2013 Interest Income 21.67 US Treasury - Social Security 8,169.00 Refund of Payment 21.82 TOTAL INCOME 8,212.49 EXPENSES Purchases 11.84 Nursing Home Expenses 6,447.26 Keystone Services Cost 147.32 Keystone Services Fees 1,200.00 Keystone Services Purchases 65.54 Household Expenses 115.00 TOTAL EXPENSES 7,986.96 INCOME / (LOSS) 225.53 1 of 1 6/20/2013 10:44 AM 'I Account 4018-Refund of Payment/Janette Neely- SQ1rl.edger Versi... ht tp://keyguard.anteil.com/ca.pl?path=bin/mozilla&action=list transact... Account 4018 - Refund of Payment / Janette Neely March 06 2012 - March 05 2013 Date Reference Description Debit Credit Balance 77.30 05-15-2012 Deposit On Site Health Service Refund 21.82 99.12 21.82 21.82 99.12 1 of] 6/20/2013 10:52 AM AP Transactions/Janette Neely- SQLrLedger Version 2.8.27-Janette... http://keyguard.anteii.conVap.pl?action-transactions&direction-ASC... AP Transactions / Janette Neely From March 06 2012 To March 05 2013 Open Closed Vendor Date Invoice Description Total Paid Courtyard Gardens 03-15-2012 Check #368 536.15 536.15 Courtyard Gardens 04-13-2012 Check #371 536.15 536.15 Courtyard Gardens 05-09-2012 Check #373 536.15 536.15 Courtyard Gardens 06-07-2012 Check #375 536.15 536.15 ✓2,144.60 2,144.60 Keystone Guardianship - Costs 03-06-2012 Check #367 12.20 12.20 Keystone Guardianship - Costs 04-09-2012 Check #370 16.34 16.34 Keystone Guardianship - Costs 05-04-2012 Check #372 13.86 13.86 Keystone Guardianship - Costs 06-07-2012 Check #376 29.41 29.41 Keystone Guardianship - Costs 07-10-2012 Check #378 12.62 12.62 Keystone Guardianship - Costs 08-08-2012 Check #379 13.29 13.29 Keystone Guardianship - Costs 09-10-2012 Check #382 10.59 10.59 Keystone Guardianship - Costs 10-08-2012 Check #383 14.27 14.27 Keystone Guardianship - Costs 11-06-2012 Check #386 8.01 8.01 Keystone Guardianship - Costs 12-07-2012 Check #387 13.56 13.56 Keystone Guardianship - Costs 01-04-2013 Check #389 3.17 3.17 Keystone Guardianship - Costs 02-08-2013 Check #392 11.84 11.84 t/159.16 159.16 Keystone Guardianship - Fees 03-06-2012 Check #367 100.00 100.00 Keystone Guardianship - Fees 04-09-2012 Check #370 100.00 100.00 Keystone Guardianship - Fees 05-04-2012 Check #372 100.00 100.00 Keystone Guardianship - Fees 06-07-2012 Check #376 100.00 100.00 Keystone Guardianship - Fees 07-10-2012 Check #378 100.00 100.00 Keystone Guardianship - Fees 08-08-2012 Check #379 100.00 100.00 Keystone Guardianship - Fees 09-10-2012 Check #382 100.00 100.00 Keystone Guardianship - Fees 10-08-2012 Check #383 100.00 100.00 Keystone Guardianship - Fees 11-06-2012 Check #386 100.00 100.00 Keystone Guardianship - Fees 12-07-2012 Check #387 100.00 100.00 Keystone Guardianship - Fees 01-04-2013 Check #389 100.00 100.00 Keystone Guardianship - Fees 02-08-2013 Check #392 100.00 100.00 1,200.00 1,200.00 Keystone Guardianship - Purchases 12-07-2012 Check #387 65.54 65.54 V65.54 65.54 Leona Shaffer 03-23-2012 Check #368 100.00 100.00 ✓100.00 100.00 Middletown Home 07-09-2012 Check #377 536.15 536.15 Middletown Home 08-08-2012 Check #380 536.15 536.15 Middletown Home 09-07-2012 Check #381 533.71 533.71 Middletown Home 10-09-2012 Check #384 534.93 534.93 Middletown Home 11-05-2012 Check #385 534.93 534.93 Middletown Home 12-12-2012 Check #388 534.93 534.93 Middletown Home 01-04-2013 Check #390 534.93 534.93 Middletown Home 02-06-2013 Check #391 556.93 556.93 ✓4,302.66 4,302.66 Register of Wills 05-15-2012 Check #374 15.00 15.00 ,15.00 15.00 1 of 2 6/20/2013 10:44 AM ,� �3 _ r t t AP Transactions/Janette Neely- SQL-Ledger Version 2.8.27-Janette... h ttp://keyguard.anteiI.com/ap.pl?action=transactions&direction=ASC... 7,986.96 7,986.96 AP Transaction Fvendor Invoice. of 2 6/20/2013 10:44 AM ' Balance Sheet- SQL-Ledger Version 2.8.27-Janette Neely-kg-jneely http://keyguard.ante i Lcom/rp.pl Janette Neely BALANCE SHEET as at Mar 05 2013 ASSETS Income - HNB Checking #214507610 Mar 05 2013 Principal - HNB Checking #214507610 1,015.73 Burial Reserve- Forethought LIfe Insurance 4,400.64 9,000.00 TOTAL ASSETS --- 14,416.37 LIABILITIES TOTAL LIABILITIES SHAREHOLDER'S EQUITY Assets at time of Appointment Assets discovered after A ppointment 488,048.92 Sales price vs. Inventory price (27'220.94) Adjustment to Principal (3,335.00) Current Earnings (47,941.68) (395,134.93) TOTAL EQUITY -- 14,416.37 TOTAL LIABILITIES & EQUITY 14,416.37 6/20/2013 10:43 AM