HomeMy WebLinkAbout09-04-13 ANNUAL REPORT OF � �=>
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GUARDIAN OF THE PERSON � ° ;-,�� � ;
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CUMBERLAND COUNTY, PENNSYLVANI� - j �
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ORPHANS' COURT DNISION - ,r � ''
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Estate of Elise Rachel Binder
, an Incapacitated Person
No. 21-09-0496
I. INTRODUCTION
Lilli A. Binder , was appointed
�Plenary�Limited Guardian of the Person by Decree of J. Wesley Oler, Jr. �
dated August 31 2009 '
� A. This is the Annual Report for the period from September 1, � 2011
to Au�ust 31, � 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:
2. The Guardianship was terminated by the Court by Decree of
J., dated
For a Final Report, omit Sections II through IV.
Form G-03 rev. 10.13.06 Page 1 of 4
Estate of Elise Rachel Binder
, an Incapacitated Person
II. PERSONAL DATA
Age of the Incapacitated Person: 22 Date of Birth: May 20, 1991
III. LIVING ARRANGEMENTS
A. Current address of the Incapacitated Person:
5264 Strathmore Dr.
Mechanicsburg, PA 17050
B. The Incapacitated Person's residence is:
❑own home/apartment
❑nursing home
❑boarding home/personal care home
�Guardian's home/apartment
❑hospital or medical facility
❑relative's home (name,relationship and address)
❑other:
C. The Incapacitated Person has been in the present residence since February 1997
. If the Incapacitated Person has moved within the
past year, state prior residence and reason(s) for move:
Form G-03 ren. l0.13.06 Page 2 of 4
Estate of Elise Rachel Binder , an Incapacitated Person
D. Name and address of the Incapacitated Person's primary caregiver:
Lilli A. Binder
5264 Strathmore Dr.
Mechanicsburg, PA 17050
IV. MEDICAL INFORMATION
A. The major medical or mental problems of the Incapacitated Person are as follows:
Mental Retardation and Autism
B. Specify what, if any, social, medical, psychological and support services the
Incapacitated Person is receiving:
Behavioral Health counseling weekly. Additional psychiatric counseling as needed.
Pre-vocational training Monday through Friday at the S. Wilson Pollock Center for
Industrial Training. Social opportunities through Easter Seals programming as
available and appropriate.
V. GUARDIAN'S OPINION
A. It is the opinion of the Guardian of the Person that the guardianship should:
�continue
❑be modified
❑be terminated
Form G-03 rev. /OJ3.06 Page 3 of 4
Estate of Elise Rachel Binder
, an Incapacitated Person
The reasons for the foregoing opinion are:
Elise continues to flourish and grow in this environment.
B. During the past year, the Guardian of the Person has visited the Incapacitated Person
365 times with the average visit lasting 18 hours, minutes.
The report of a social service organization employed by the Guardian to oversee and
coordinate the care of the Incapacitated Person for the period covered by this Report may be
attached to supplement this Report.
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.A. § 4904
relative to unsworn falsification to authorities.
September l, 2013 �- v � >
Date ignature of Guardian of the Person
Lilli A. Binder
Name of Guardian of the Person(rype or print)
5264 Strathmore Dr.
Address
Mechanicsburg, PA 17050
Ciry,State,Zip
(717) 975-3495
Telephone
Form G-03 rev. 10.13.06 Page 4 of 4
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ANNUAL REPORT OF � �- ;:, �
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GUARDIAN OF THE ESTATE � �- � _�, � `'
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COURT OF COMMON PLEAS OF -� ��-' -; �� °
CUMBERLAND COUNTY, PENNSYLVAI�IIA `"�' �
ORPHANS' COURT DNISION
Estate of Elise Rachel Binder , an Incapacitated Person
No. 21-09-0496
I. INTRODUCTION
Lilli A. Binder
, was appointed
�Plenary ❑Limited Guardian of the Estate by Decree of J• wesley Oler, Jr. J �
�
dated August 31, 2009
� A. This is the Annual Report for the period from September 1, 2012
,
to August 31 , 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
Form G-02 rev. /0.13.06 Page 1 of 5
Estate of Elise Rachel Binder , An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 210.00
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.) $ 210.00
C. What is the total amount of income earned during the
Report Period? $ 10,771.00
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 10,771.00
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 210.00
2. Income $ 0.00
3. Total of Principal and Income $ 210.00
III. ADDITIONAL INFORMATION
(If more space is needed,please attach additional pages.)
A. Principal
l. How is the principal balance listed above currently
invested? (Please specify,e.g., real estate,
certificates of deposit, restricted bank accounts, etc.):
Tangible personal property and bank account exclusively for incapacitated
person.
2. Have there been any expenditures from the principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes 0 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . ❑ Yes ❑No
Form G-02 rev. l0.13.06 Page 2 of 5
Estate of Elise Rachel Binder , An Incapacitated Person
b. List purpose and amount of expenditures:
$
$
$
$
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 principa] received:
$
$
$
$
$
B. Income
1. State sources and amounts of income received
during the Report Period (e.g., Social Security,
pension, rents, etc.):
Pollock Center for Industrial Training $ 2,128.00
Sociai Security SSI $ 8,643.00
$
$
$
$
Total income received during Report Period: $ 10,771.00
Form G-01 rev. ]0.13.06 Page 3 of 5
Estate of Elise Rachel Binder , An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Income is placed in a special bank account exclusively for the use of the
incapacitated person.
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.):
clothing $650
room and board $8340
sundries,personal care items $525
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.)
pro rata share of household expenses benefitting incapacitated person, such as TV
service, phone, etc. $600
recreation $556
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
0.00 ❑Yes ❑No
❑Yes ❑No
Form G-02 rev.10.13.06 Page 4 of 5
Estate of Elise Rachel Binder , An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
0.00 ❑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.
�
September 1, 2013 � ' � �
Date Signature of Guardian of the Estate
Lilli A. Binder
Name of Guardian of the Estate(rype or print)
5264 Strathmore Dr.
Address
Mechanicsburg, PA 17050
City,State,Zip
(717) 975-3495 �
Telephone
Form G-02 rev. 10.13.06 Page 5 of 5