HomeMy WebLinkAbout01-07-14 Clerk of Orphans' Court of Cumberland County
.�/--ly -��C��C%
1N RE:JEREMY AUGUSTINE No. ��6 PA Nor�-`i�°��
Account In Trust For Person
ANNUAL REPORT OF GUARDIAN OF THE ESTATE
I, Steve Au�ustine&John Au�ustine,were appointed plenary guardians to estab�ish trust for te
Jeremv Au�ustine by Decree of the Honorabie Judge M. L. Ebert, Jr. Dated September 11 20 i 3. This
is our annual report for the period from Januarv 1,2013 to December 31, 2013, ("the Report Period"}.
I. SUMMARY
A. Value of principal assets at the beginning of the Report Period? � 81•�
B, Total arnount of income earned during the report period? $�
C. Total Amount of a11 disbursements made from the trust for the benefit of
Jeremy Augustine during the Report Period?
1. From principal $ 16000.00
2. From income $ 0.00
D. Tota1 amount spent for a11 other purposes during the Report Period? $ 56.02
E. Total amounts remaining at the end of the Report Period? $ 65�
1, From principal $ 65375.21
2. From income �'��
Total Income and Principal $ 65375.21
II. ADDITIONAL iNFURMATION
A. Principal:
1. Total amount remaining at the end of the Report Period? $ 65375.21
2. How is principal currently invested
Trust Account $ 65375.21
3. Have there been any expenditures from principal during the Report
Period Yes
If you answered YES, was there Court approval for all expenditures
from principal? Yes
4. Did you receive any principal assets during the report period which
were not included on the inventory or a prior report filed for the estate? No
If you answered YES,did you receive Court approval prior to receiving
Additional principal?
5. State the saurces and amounts of the additional principal you received:
interest
B. Income:
t. State sources and amounts of income received during the Report Period
(i.e., social security,pension,rents, etc.)
Lincoln Financial Life Insurance $ 43,147.57
Universal Guaranty Life Insurance $ 38.262.14
Interest from savings accounts $ 21.52
Tota1 Income received during Report Period $ 81,431.23
2. How is income cunently invested?(Please specify,restricted bank accounts,
client care account, etc.)
Trust Fund set up with Wells Fargo Bank.
3. 5pecify what payments were made for the care and maintenance of the recipient of the trust
(i.e., general distribution of funds, etc.)
General dis#ribution of funds for living expenses $ 16000.00
4. Specify what other pa.yrnents were made during the Report Period.
Setup of Checking Account $ 50.00
Federal Tax Withheld � b•fl2
I verify that the fAregoing information is correct to the best af my knowledge, information and belief;
and that this verification is subject to the penalties of 18 Pa. C.S.A. 4904 relative to u.nsworn
faisification to authorities.
---, -a
���.--------
1 7 �vi�1 .--✓',�
Date Signature of Trustee
, *FILING FEE S15 MUST ACCOMF`ANY THIS FILING.