Loading...
HomeMy WebLinkAbout11-22-13 (2) M ° m ° M a ° o Cf) X � Z r N r 7i r rn :¢a o �a K=) ° o. ANNUAL REPORT OF ° C) ° -" GUARDIAN OF THE ESTATE ° C-) r- rn --+ r- c�� cn (D N COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Al HUA CHEN an Incapacitated Person No. 11-1184 I. INTRODUCTION Kong Ji Chen was appointed El Plenary ©Limited Guardian of the Estate by Decree of Hon. Albert H. Masland, J dated November 28, 2011 ✓® A. This is the Annual Report for the period from November 28 2012 to November 27 , 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 Fo.,„G-02 10.13.06 Page 1 of 5 QM ;� �,, . _ , i r : . <. _ Estate of Al HUA CHEN An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 68,000.00 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.) $ 69,733.45 C. What is the total amount of income earned during the Report Period? $ 26,021.76 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 14,847.06 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 69,733.45 2. Income $ 11,175.00 3. Total of Principal and Income $ 80,908.45 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.): There is equity in real estate at 7 Hedge Row lane, Carlisle, PA, of approximately $57,000.00 (property owned jointly with the Guardian); and the balance is held in a restricted guardianship account at Wells Fargo Bank, N.A., Carlisle,PA. 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 F.,�.G-02 rev. /0./3.06 Page 2 of 5 . > , i � . �. �; Estate of Al HUA CHEN 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? . . . . . . . . . . . 11 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.): Social Security $ 3,809.00 Workers Compensation incl.settlement of past bills($I OK) $ 22,212.76 $ $ $ $ Total income received during Report Period: $ 26,021.76 Form c-02 rev. 10.13,06 Page 3 of 5 i F i i p � c f �� Estate of Al HUA CHEN An incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): It is invested in a restricted bank account at Wells Fargo,N.A., in Carlisle PA. 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.): Haircuts, total for year: $ 200.00 1/2 of mortgage payments on jt. residence $9,311.85 Met-Ed Electric Bill on residence $3,526.13 South Middleton Authority Water Bill 759.08 Purchase of Laptop Computer to keep records $ 500.00 Total: $14,297.06 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.) 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 Not applicable 0Yes []No E]Yes []No Fnrm c-02 rev. 10.1106 Page 4 of 5 J 1 Estate of Al HUA CHEN An incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained 550 00 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. November 2Z; 2013 C �- Date Signature of Guardian oJ'the Estate Ken Ji Chen Name of Guardian ofthe Estate(type or print) 7 Hedge Row Lane Address Carlisle, PA 17015 City.State,zip (717)218-8989 Telephone Form G-02 rev.10.13.06 Page 5 of 5