The URL can be used to link to this page

Home My WebLink About11-27-13 (2) COURT OF COMMON PLEAS CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION M A -7: C13 n IN RE: ELI PETROVICH , AN INCAPACITATED PEI u; �° Cl)FILLE NO: 21-07-1027 n ? o c� FINAL REPORT OF THE GUARDIAN OF THE EST ' e - ,.., 1. INTRODUCTION Pennsylvania Guardianship Association /Brian D. Brooks was appointed the Limited, X Plenary Guardian of the Estate by Decree of Or2han's Court . Judge Dated: 12/20/08 • (A) This is the Annual Report for the period from • (B) This the Final Report for the period from 12/20/12 to 11/25/13 and is filed for the following reason: 1. The death of the incapacitated person, Date of Death 10,20/13 2. The guardianship was terminated by the Court by Decree of Judee Dated 2. SUMMARY A. State the value of the estate reported on the inventory $ 18,387.70 B. State the value(s) of principle assets at the beginning of the Report Period. (Same as the inventory if this is the first report, otherwise, balance from last report) $ 3,898.65 C. What is the total amount of income earned during the report period? $ 40,087.00 D. What is the total amount of income and principle spent for all purposes during the report period. $ 43,985.65 E. What are the balances remaining at the end of the report period? 1. Principle $ 2. Income $ 3. Total principle and income $ 00.00 ALL ASSETS HAVE BEEN FORWARDED TO THE DPW ESTATE RECOVERY PROGRAM �� THE ESTATE OF: ELI PETROVICH 3. ADDITIONAL INFORMATION (If more space is needed, please attach additional pages.) A. Principle 1. How is the principle balance listed above currently invested? (Specify) 2. Have there been any expenditures from principle during this report period? X Yes No If yes: a. Have al all expenditures from principle been for the sole benefit of the Incapacitated Person? X Yes No b. List the purpose and amount of expenditures: SEE ATTACHED ALL TRANSACTION REPORT. c. Was approval received prior to expending principle? Yes X No 3. Were additional principle assets received during this report period that were not included in the inventory or any prior report filed for the estate? Yes X No If yes: a. Was court approval requested prior to receiving additional principle? Yes No b. State the sources and amounts of additional principle received: B. Income 1. State sources of income received during the report period: 1. VA PENSION 2. SOCIAL SECURITY Total income received during report period: $ 43,985.65 2. How is the income currently invested? (Specify) THE ESTATE OF: ELI PETROVICH C. Expenses for Care and Maintenance: (Specify what expenditures were made from the principle and income for the care and maintenance of the incapacitated person) SEE ATTACHED ALL TRANSACTION REPORT D. Other expenditures (Specify any other expenditures not previously reported) E. Guardians Commissions (List the amounts of compensation paid as guardian's commission and state how amount was determined:) Amount Method of Determination Court Approval Obtained $ 1,085.00 10 na 100.00 2 HRS na 85.00 (Yes) No F. Counsel Fee (List amounts paid as counsel fee, and indicate whether Court approval was obtained.) I verify that the foregoing information is true and correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties in 18 PA. C.S.A. S/S 4904. 19— Date: ran . Brooks Pennsylvania Guardianship Association PO Box 7295 Lancaster, PA 17604 717-299-4568 m m a i °0 0 0 0 N � r N N Q N L G lJ.. cli U o co o ? o w a z � N 0 N Q Q a M N @ CL og00000000000000000nooi. � Q a � 0 0000000000000000r�ooQ Q Q � o00000000000000000ryN �icic oiv a e 0 p N N OOO OMON0000000 OQ I��I�v 1A Ip E N N N N Q N N N O O � O pp� O O p 0 0 0 E N N N d O 2 S 2 S M U OD 0 U UU 0 W w w Www w w W W WOfw w aw 0' M w WW Wrw ww W w Wrr r d'r LL M LL LL M LL W LL M LL LL LL M LL LL W W w Z)W � (D Z:zzz z (L zzzzmz-ZO zaaapa I U) N ❑NOO�'0J0000.-O O,�O � OJ JJSJ N U` �C7 U' fb C7 WC7.n(7 C7 n C7m C7� U' WwwNw 0 L (1) O IQ H Q U � a r r r r r r r0 N N C > > > > Z) 7 W W D O N N 4 O O O O O 0 22 Oa CL U U CD U U U U OO Cl)U} w .V Q Q J Q Q Q Q _=J>Q LL' m J J J J J aJ 2 JQ Q 3 J� w w O W w w ¢wW 000 wo W F- w r r w r w r w r r w r w r w�r w w w w w 0 Urn f'in U Fn to C7�U aj 0 O to 2.r w.W O¢00¢O�0¢00¢O¢O¢w OSS�¢Q m oa.a U' o-0 aoa a U' a.0 a-0 aw w U' CJr w¢ww¢ www¢ww¢w ¢w¢¢WDDW<w oaooLLO �oaooaoaoaoo¢ ¢Er aw w v�rnaOO�aOD��n W ^(�Dti�mO�NN aNO mQ maQDJ W Z a r l mm m M r M r V W J M 0 W =NmN `D (D OD OD tp O` p 0000 .-Q� O O U�NN t7Q V��m(O mm W m Z = w > a a a a 0 z: a O O O N O N ¢ CL CLAREMONT NURSING & REHAB CTR 1000 CLAREMONT ROAD CARLISLE, PA 17013-8805 (717) 243-2031 10/09/2013 Trust Fund ELI PETROVICH 4813 RIAN BROOKS " PO Box 7295 LANCASTER, PA 17604 07/01/13- To 09/30/13 ----------I--------:.:---------------- ------------------------- ------------------------------- -- ---------- Date Memo withdrawal - Deposits' ' Balance -- -------------------------------- ---------------------------------- -------------------------- 07/01/13- •Balance . Forward 1, 146.".7.4- ' 1i-14.6.74 0.7/03/13 . PA GUARDIANSHIP/FEE (44294) 100.00 1, 04'6: 74 07/03/13 JUL SS/dd 719. 00 1, 7.65 . 74 '07/15/13 ' .JUL VA 21816. 00'. 4 , 581 .'74 07/16/13 JUL NET INC DUE/44356 3, 390. 00. .1, 191 .74. 07/25/13 ' JULY -CABLE/44376 .10 . 00. 1, 181 . 74 07/31/13 interest for recon 07/31/2013 0 . 07 1,181. 81 0810111:3 PA.-GUARDIANSHIP FEE/44405 100. 00 . 1, 081'.81 -08/02/13, AUG SS/dd 719- 00 1, 800. 81 08/.03/13 AUG VA 2, 816. 06 4, 616 . 81 08/15/13 AUG NET. INC. DUE/44415 3, 390. 00 08/20/13 AUG CABLE/44477 10 .,00 - -1, 21-6. 81 08/31/13 interest for recon 08131/2013 0 .,11 I;216..9.2 09/03/13 SEP VA 2;816. 00 4, 032. 92 09/06/13 PA GUARDIANSHI P/44516 100. 00 3, 932 . 92 : 09/11/13 SEP NET INC DUE/44528 3, 390. 00 542 . 92 09/12/13 SEP SS (dd) 719 . 00 1, 261 . 92 09/24/13 SEP CABLE (44625) 10. 00 - .1, 251 . 92 09/30/13 interest for recon 09/30/2013 * 0 . 11 1,252 : 03 ---------------------------------7------7----------------------------------------------------------------- - P041 �O PIS U A A 894v 6 ell 0 /0'U e_eph;7e- (-a A4 Ending Balance 1, 252 . 03 z . �. ' t �. . � .y . ,. i t .: .< r . � � r . . a i l,l a - a . , 4 � t � �; ' , ^, � . ._.. . • 4 Pennsylvania Guardianship Association OK PO Box 7295 Lancaster,PA 17604-7295 (717)-299-4568 / (717)-940-7599 FAX# (71.7)-299-5540 November 26, 2013 Commonwealth of Pennsylvania DPW/Division of Third Parry Liability Estate Recovery Program PO Box 8486 Harrisburg, PA 17105 Attention: Tammey Hughes Re: Notification of possible claim. Estate o£ Eli Petrovich Record#: 21 / 0111248 SSA#: 198-22-9202 Date of Death: 10/20/13 Greetings, I am writing to acknowledge the DPW claim in regards to this estate. I am aware of liquid assets in this persons name consisting of $ 2,519.47 this was in PA Guardianships' Custodial Account. I send you Pennsylvania Guardianship Custodial Account check No. 28457 in the amount of $ 2,519.47 this represents the total amount of assets in our custodial account for the deceased. To the best of my knowledge, no will has been probated and no estate has been opened for this person. This is an unadministered estate. Thank You, Sincerely, 46 rian D. Brooks Pennsylvania Guardianship Assoc. 28457 PENNSYLVANIA GUARDIANSHIP ASSOCIATION Wells Fargo,N.A. l OU POD BOX 7 ACCOUNT 2955 LANCASTER PA 17604 3-50.310 PH.7172994568 11/26/2013 g PAY TO THE ORDER OF ESTATE RECOVERY PROGRAM $ —2,519.47 g° Two Thousand Five Hundred Nineteen and 47/100� DOLLARS DPW/ESTATE RECOVERY PROGRAM 8 PO BOX 8486 HARRISBURG,PA 17105 - MEMO AUTHONIIIDSiGWA f ELI PETROVICH 21 /0111248 111028457112 1:0 3 1000 50 31: 200003801503611' PENNSYLVANIA GUARDIANSHIP ASSOCIATION CUSTODIAL ACCOUNT 28457 ESTATE RECOVERY PROGRAM 11/262013 PETROVICH, ELUESTATE RECOVERY 2,519.47 PAGA2012 ELI PETROVICH 21 /0111248 2,519.47 PENNSYLVANIA GUARDIANSHIP ASSOCIATION cus mi-ACCOUNT 28457 ESTATE RECOVERY PROGRAM 11262013 PETROVICH,ELUESTATE RECOVERY 2,519.47 PAGA2012 ELI PETROVICH 21 /0111248 2,519.47 vaoaucr o�na usermHSiem o+ranvE A 6