HomeMy WebLinkAbout12-06-13 _��� �� �,i
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ANNUAL REPORT OF � o �, " �
GUARDIAN OF THE ESTATE � � �, � �' Q
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COURT OF COMMON PLEAS OF � � � � � �
Cumberland COUNTY,PENNSYLVAlvIA � � -�- '�
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ORPHANS' COURT DIVISION ;...� --�t � � �,,,
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Estate of Robert J.Mulle ,an Incapacitated Person
No.�n � n��n
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I. INTRODUCTION
Timothy J.Mulle&Robert A.Mulle was appointed
,
�Plenary ❑Limited Guardian of the Esta.te by Decree of Judge Jay J.Hoberg �J.�
�t� January 23,2012
� A. This is the Annual Report for the period from January 1 , 2013
to November 30 , 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 Representa.tive:
' 2. The Guardianship was terminated by the Court by Decree of
J.,dated
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�state of Robert J.Mulle An Incapacitated Person
II. SUA�MARY
A. Sta.te the value of the estate reported on the Inventory $ 1,000,254.95
B. Sta.te 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.) $ 1,180,792.00
C. What is the total amount of income earned during the
Report Period? $ 79,870.10
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 80,093.44
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 919,252.68
2. Income $ 81,002.27
3. Total of Principal and Income $ 1,000,254.95
III. ADDITIONAL INFORMATI4N
(If more space is needed,please attach additional pages.)
A. Princip�l
1. How is the principal balance listed above currently
invested? (Please specify,e.g.,real estate,
certificates of deposit,resiricted bank accounts,etc.):
Raymond James Investment Account
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
Form G-02 rev.10.13.06 Page 2 of 5
Estate of Robert J.Mulle An Incapacitated Person
b. List purpose and amount of expenditures:
Ongoing care exPe� $ 50,000.00
�
$
$
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. Sta.te 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 $ 16,031.40
Pension $ 25,092.54
Interest � 38,746.16
$
$
$
Total income received during Report Period: $ 79,870.10
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Estate of Robert J.Mulle An Incapacitated Person
2. How is income currently invested? (Please
specify,e.g.,restricted bank accounts,client
care account, etc.):
money management account
C. Ezpenses for Care and Maintenance
Specify what expenditures were made from the principal and
income for the care and maintenance of the Incapacita.ted
Person(e.g.,clothing,nursing home,medicine, support,etc.):
Extended Care Living Facility
Health Care
Prescription Drugs
Clothing&incidentals
D. Other Eapenditures
Specify wha.t other e�penditures were made during the Report
Period. (Do not include any items stated in response to
question C above.)
None
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 0 No
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Estate of Robert J.Mulle An Inca.pacita.ted Person
F. Counsei 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.
November 30,2013 Timothy J.Mulle -
�� Signature of Guardian of the E
Timothy J.Mulle �,����
Nmne of Guardian of tlre state(type or print)
8500 Lucerne Drive C ,� s?.1►�'/ ,�
Address
Chagrin Falls,Ohio 44023 �je '
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c��,sr�,�p
216-633-0235 -- 3 —���"�!'`
Telephone
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