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HomeMy WebLinkAbout09-04-13 ANNUAL REPORT OF � �=> � GUARDIAN OF THE PERSON � ° ;-,�� � ; , ►�1 -- r� _, , . -;7 .._'', �- �.,... .Y. i ;-} (" ;,, ..,� , � (f7 - _"L- , �f COURT OF COMMON PLEAS OF � ` � Y `�� ' � �.., —, _ � CUMBERLAND COUNTY, PENNSYLVANI� - j � . : .� �,.; � ORPHANS' COURT DNISION - ,r � '' �,�, , . . r :,i;] .�1 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 �=-' � c Q `'' � �-�e � -,, _ W '3 ,' '� �..:, --r. m �' c� � ANNUAL REPORT OF � �- ;:, � z� � - � � :} GUARDIAN OF THE ESTATE � �- � _�, � `' v �-, �_, _: , , �-�, <::; = , --- ��> :._: c..-, . 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