HomeMy WebLinkAbout01-07-13 Clerk of Orphans' Court of Cumberland County
��-%y-�-�zl�
IN RE:A�MANDA KATHERINE AUGU5TIN� No. �fl96 PA No.��-��
Account In Trust For Person
ANNUAL REPORT OF GUARDIAN OF THE ESTATE
I, Steve Au�ustine&John Augustine,were appointed plenary guardians to establish trust for te
Amanda Katherine Au�nstine by Decree of the Honorable Judge M. L. Ebert, Jr. Dated Se,ptember 1 l,
2013. This is our annual report for the period from Januarv 1,2013 to December 31,2013, ("the
Report Period"j.
I. SUMMARY
A. Va1ue of principal assets at the beginning of the Report Period? $122.114.57
B. Total amount of income earned during the report period? $ 36.12
C. Tota1 Amount of all disbursements made from the trust for the benefit of
Amanda Katherine Augustine during the Report Period?
1. From principal $ 0.00
2. Frarn income $ 0.00
D. Total amount spent for all other purposes during the Report Period? $ 60.11
E. Total amounts remaining at the end of the Report Period? $,22,090.58
1. From principal $ 22,090.58
2. From income $ 0.00
Total Income and Principal $ 22,090.58
'� ;
�J
II. ADDITIONAL �NFORMATION
A. Principal:
1. Totai amaunt remaining at the end of the Report Period? $_,22,090.58
2. How is principal currentty invested
Trust Account $,_22.090.58
3. Have there been any expenditures from prineipal during the Report
Period No
If you answered YES, was there Court approval for all expenditures
from principal?
4. Did you receive any principal assets during the report period which
were nat included on the inventory or a prior report filed for the esta.te? No
If you answered YES,did you receive Court approval priar to receiving
Additional principal?
S. State the sources and amounts of the additional principal you received:
interest
B. Income:
1. State sources and amounts af income received during the Report Period
(i.e., social security,pension,rents,etc.)
Lincoln Financial Life Insurance $ 83,852.43
Universal Guaranty Life Insurance $ 38,262.14
Interest from savings accounts $ 36.1
Total Income received during Report Period $ 122,140.69
2. How is income currently invested?(Piease specify, restricted bank accounts,
client care account, etc.)
Trust Fund set up with Wells Fargo Bank.
3. Specify what payments were made for the care and maintenance of the recipient of#he trust
(i.e., general distribution of funds, etc.)
General distribution of funds for living expenses $ 0.00
4. Specify what other payments were made during the Report Period.
Setup of Checking Account $ 50.00
Federal Taac Withheld $ 10.11
I verify that the foregoing information is correct to the best af my knowledge, information and belief;
and that tnis verification is subject to the penalties of 18 Pa. C.S.A. 4904 relative to unsworn
falsification to authorities.
i� !
7 ��.> y _
Date Signature of Trustee
'�FILING PEE S15 MUST ACCOMPANY THIS FILING.