Loading...
HomeMy WebLinkAbout09-09-13 C_ o rn G 0 m C7<71 CD ANNUAL REPORT OF GUARDIAN OF THE ESTATE 4 co COURT OF COMMON PLEAS OF n`5 Cumberland COUNTY, PENNSYLVAN-*—a Ca ORPHANS' COURT DIVISION Estate of Doris G. Barron an incapacitated Person No. 21-09-0738 I. INTRODUCTION Cynthia L. Baum was appointed OPlenary ©Limited Guardian of the Estate by Decree of M. L. Ebert,Jr. J dated September 17,2009 F1 A. This is the Annual Report for the period from July 17 2012 to September 4 , 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 Form G-02 rev.10.13.06 Page I of 5 ho Estate of Doris G. Barron An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 213,082.00 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.) $ 326,211.00 C. What is the total amount of income earned during the Report Period? $ 27,083.00 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 27,083.00 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 213.082.00 2. Income $ 0.00 3. Total of Principal and Income $ 213.082.00 III. ADDITIONAL INFORMATION (7fmore 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.): Certificates of Deposit and Bank accounts 2. Have there been any expenditures from the principal during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes 0 No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? . . . . . . . . 0 Yes 0 No Form G-01 , •. 10.13.06 Page 2 of 5 Estate of Doris G. Barron An Incapacitated Person b. List purpose and amount of expenditures: Nursing Home $ 127,167.00 Health Insurance $ 13,603.00 Prescriptions $ 1,711.00 Clothing $ 250.00 c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . . . . . 0 Yes O 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? . . . . . . . . . . . 0 Yes 0 No If yes: a. Was Court approval requested prior to receiving the additional principal? . . . . . . . . . . . . . . . . 0 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.): Social Security $ 22,433.00 IRA Distribution $ 3,284.00 Interest Income $ 1,366.00 $ $ $ Total income received during Report Period: $ 27,083.00 Form G-02 r".10.13.06 Page 3 of 5 Estate of Doris G. Barron An Incapacitated Person 2. How is income currently invested? (Please specify,e.g., restricted bank accounts, client care account, etc.): Certificates of Deposit,IRA's, Bank accounts 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.): Nursing home, Health Insurance,Prescriptions, Clothing 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.) Prepaid funeral expense for Doris G. Barron- $12,700.00 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 F]Yes ONo OYes V No Form G-02 .".10.13.06 Page 4 of 5 Estate of Doris G. Barron An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained n Yes M No nYes FV1No 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. September 4, 2013 Date StgnahAe ofGuardtan ofthe Estate Cynthia L. Baum,Guardian Name of G uardian of the Estate(type or print) 1127 Atland Dr. Address Mechanicsburg, PA 17055 City,State,Zip 717-697-8995 Telephone Farm G-02 rev.10.13.06 Page 5 of 5