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ANNUAL REPORT OF � ° `=� � �
GUARDIAN OF THE ESTATE ; � � `�' ``' 4�
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COURT OF COMMON PLEAS OF ; , <�.} - , = :�' •
CUMBERLAND COUNTY,PENNSYLVANI�' `,� c:� ; ��i
ORPHANS' COURT DIVISION -��� - `' r c�� :.=�
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Estate of MILDRED M. SITLINGER ,an Incapacitated Person
No. 11-0976
I. INTRODUCTION
JANELL R. HOUSE ,was appointed
0 Plenary ❑Limited Guardian of the Estate by Decree of HONORABLE M.L. EBERT J�
dated DECEMBER 2,2011
� A. This is the Annual Report for the period from DECEMBER 1 2012
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 Representative:
2. The Guardianship was terminated by the Court by Decree of
J., dated
Fo�c-oz rev.10.13.06 Page 1 of S
Estate of MILDRED M. SITLINGER ,An Incapacita.ted Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 417,051.49
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.) $ 329,673.03
C. What is the total amount of income earned during the
Report Period? $ 17,571.80
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 85,969.28
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 261,275.55
2. Income $ 0.00
3. Total ofPrincipal and Income $ 261,275.55
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.):
Checking Accaunt 1,239.69
Savings Account 75.22
Money Market 13,444.14
CD's 204,686.27
Traditional IRA 41,830.23
2. Have there been any expenditures from the principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . m Yes �No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . 0 Yes �No
Forn,c-oz rev.70.13.06 Page 2 of 5
Estate of MILDRED M. SITLINGER An Incapacitated Person
b. List purpose and amount of expenditures:
See attached spreadsheet $ 41,74736
10%IRS Taxes IRA's $ 276.55
Real Estate Market Loss $ 20,000.00
Closing cost on Real Estate Sale $ 23,945.37
c. Was Court approval received prior to
expending the principal? . . . . . . . . . . . . . . . . . . . . . . . 0 Yes �No
3. Were additional principal assets received during the
Report Period which were not included in the
Inventary 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 principat received:
$
$
$
$
$
B. Income
1. State sources and amounts of income received
during the Report Period(e.g., Social Security,
pension, rents, etc.):
Social Security $ 14,551.00
Interest $ 1,?63.57
Misc/refunds $ 1,257.23
$
$
$
Tota.l income received during Report Period: $ 17,s71.so
Form G-OZ rev.10.13.06 Page 3 of 5
Estate of MILDRED M. SITLINGER An Incapacitated Person
2. How is income currently invested? (Please
specify,e.g.,restricted bank accounts,client
care account, etc.):
N/A
C. Expenses for Care and Maintenaace
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.):
See spreadsheet for breakdown of expenses
D. Other Ezpenditures
Specify what other expenditures were made during the Report
Period. (Do not include any items stated in response to
question C above.)
See spreadsheet for breakdown of expense
See copy of Closing Cost real estate sale
E. Guardian's Commissions
List amounts of compensatian paid as Guazdian's commission
and state how amount was determined:
Court
Amount Methad of Determination Approval Obtained
0.00 ❑Yes ❑No
❑Yes ❑No
Fo,�,c-oz r�.lo.�s.o6 Page 4 of 5
Estate of MILDRED M. SITLINGER 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.
December 19,2013
Date Si e f Guardian of the Estate
J 1 R. House
Name of Guardian of the Estate(type or print)
413 Park View Drive
Address
Harrisburg,PA 17110
c��,sr�re,zrP
717-979-4208
Telephone
Fo,,»c-oa rev.10.13.06 Page 5 of 5
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� � � � � � u� A. Settlement Statement HUD-1�
���, �� �� �� �-�-.
C
� �,• Page 1 of 3
6)��,`, �.';„�;.-
G`,C_ i .
B. Type of Loan
1.� FHA 2.�RHS 3. X�Conv. Unins. 6. File Number: 7. Loan Number: 8. Mortgage Insurance Case Number:
4. ❑VA 5.❑Conv. Ins. 401300925-SK
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "(p.o.c.)" were paid outside the closing; they are shown here for informational purposes and are not included in the
totals.
D. Name and Address of Borrower E. Name and Address of Seller F. Name and Address of Lender
BENJAMIN T. MOORE AND CATHY MOORE 7ANELL HOUSE, GUARDIAN OF ESTATE OF PNC MORTGAGE,A DIVISION OF PNC BANK,
520 HIGHLAND COURT MILDRED M. SITLINGER, AN NATIONAL ASSOCIATION
CARLISLE, PA 17055 INCAPACITATED PERSON 3232 NEWMARK DRIVE,
912 SHEFFIELD AVENUE MIAMISBURG, OH 45342
MECHANICSBURG, PA 17055
G. Property Location H.Settlement Agent
SECURED LAND TRANSFERS, LLC
912 SHEFFIELD AVENUE, 485 ST.]OHNS CHURCH ROAD ,
MECHANICSBURG, PA 17055 SHIREMANSTOWN , PA 17011
Phone : (717) 901-8342
COUNTY: CUMBERLAND Place of Settlement I. Settlement Date 04/26/2013
PARCELID: 42-30-2108-004
TOWNSHIP: UPPER ALLEN TOWNSHIP 3915 MARKET STREET Disbursement Date 04/26/2013
CAMP HILL, PA 17011
7. Summar of Borrower's Transaction K. Summar of Seller's Transaction
100.Gross Amount Due from Borrower 400.Gross Amount Due to Seiler
101. Contract Sales Price 228 000.00 401. Contract Sales Price 228 000.00
102. Personal Pro e 402. Personal Pro e
103. Settlement char es to borrower line 1400 9,608.79 403.
104. 404.
105. 405.
Ad'ustment for items aid b seller in advance Ad'ustment for items aid b seller in advance
106. Cit /Town Taxes 986.32/ r 4/26/2013 to 1/1/2014 675.56 406. Cit /Town Taxes 986.32/ r 4/26/2013 to 1 1/2014 $675.56
107. Count Taxes 407. Count Taxes
108. Assessments 408. Assessments
109. School Taxes 3,020.44/ r 4/26/2013 to 7/1/2013 546.16 409. School Taxes 3 020.44/ r 4/26/2013 to 7/1/2013 546.16
110. Znd Quarter Sewer Bill 112.00/qtr for 4/26/2013 to �g1.23 410. Znd Quarter Sewer Bill 112.00/qtr for 4/26/2013 to �g1.23
7/1/2013 7 1/2013
111. 411.
112. 412.
120.Gross Amount Due from Borrower $235,911.74 420. Gross Amount Due to Selier $229,302.95
200.Amounts Paid by or in Behalf of Borrower 500. Reductions In Amount Due to Seller
201. De osit or earnest mone $3 000.00 501. Excess De osits
Z02 Principal Loan Amount from PNC Mortgage, a �182,400.00 502. Settlement Char es to Seller $17 248.32
division of PNC Bank National Association 503. Existin loan s taken sub'ect to
203. Existin loan s taken sub'ect to 504.
204. Lender Credit from PNC Mortgage, a division of PNC �1,000.00 505.
Bank National Association 506.
205. Proceeds from 2nd from Benjamin T. Moore and $22�Z�4.50 507.
Cath Moore 508.
206. 509.
Zp7. Ad'ustments for items un aid b seller
Zpg, 510. Cit /Town Taxes
Zp9. 511. Count Taxes
Ad'ustments for items un aid b seller 512. Assessments
210. Cit /Town Taxes 513. Seller Paid Closin Costs 8 000.00
211. Count Taxes 514.
212. Assessments 515.
213. Seller Paid Closin Costs 8 000.00 516.
214. 517.
215. 518.
216. 519.
217. 520.Total Reduction Amount Due Seller $25,248.32
218.
219.
220.Total Paid b /for Borrower $216,674.50
300.Cash at Settlement from/to Borrower 600.Cash at Settiement to/from Seller
301. Gross amount due from borrower line 120 238 911.74 601. Gross amount due to seller line 420 229 302.95
302. Less amounts aid b /for borrower line 220 $216 674.50 602. Less reductions in amount due seller line 520 $25 248.32
303. Cash X From To Borrower $22,237.24 603. Cash X To From Seller $204,054.63
The Public Reporting Burden for this collection of information is estimated a135 minutes per response for collecting,reviewing,and reporting the data.This agency may not
collect this information,and you are not required to complete this form,un►ess it displays a currently valid OMB control number.No confidentiality is assured;this disclosure
is mandatory.This is designed to provide the parties to a RESPA covered transaction with information during the settlement process. � ��
Initia�-,
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