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ANNUAL REPORT OF �, � � �,�.
GUARDIAN OF THE ESTATE c � ,� � ;
�'�/ � � � � � .Y
� � � � � �
COURT OF COMMON PLEAS OF ;,;� �; � ;
Cumberlaud COUNT�Y,PENNSYLVANi�' � c, .�,.�� � � �
ORPHANS' COURT DIVISION c� � �'" �,�, � � �
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Estate of Jeffrey Alan Bedard ,an Incapacitated Person �� �
No. 21-12-1153
I. INTRUDUCTION
Kelly Ann Lan.dis
,was appointed
�Plenaty ❑Lunited Guardian of the Estate b�Decree of Thomas A. Placey _J.�
dated
� A. This is the Annual Report for the period from���'Y 1 , 2013
#o DecEmber 31 , 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 Pa�e 1 of 5
W
o �
Estate of Jeffrey Alan Bedard ,An Incapacitated Person
II. SUMMARY
A. Sta.te the value of the esta.te reported on the inventory $ 2�942.23
B. Sta.te the value(s)of principal assets at the beginning of
�he Report Period. (Same as Inventory i�f rst Report,
othervvise, ending balance from last Report.) $ 2,942.23
C. Wha.t is the total amount of income earned during the
Report Period.? $ 4,556.67
D. �Vha.t is the total amount of income and principal
spent for a11 purposes during the Report Period? $ 11,4(}5.68
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 2,942.23
2. Income $ 0.00
3. Total of Principal and Incame $ 2,942.23
III. ADDITIONAL INFORMATION
(�f mar�space is needed,pleuse a#uch ad�itionr�cl pages.)
A. Principal
. 1. How is the principal balance listed above currently
invested? (Please specify,e.g.,real esta.te,
certifica.tes of deposit,restr�cted banlc accounts,etc.):
- A portion is personal belongings,the balance is in a restricted savings
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? . . . . . . . . Q Yes ❑No
ForAe G-02 rev.10.13.06 . Page 2 of 5
Estate of Jeffrey Alan Bedard ,An Incapacitated Person
b. List purpose and amount of expenditures:
$
�
$
� $
c. Was Court approval received prior to
expending�he principal? . . . . . . . . . . . . . . . . . . . . . . . ❑Yes 0 No
� 3. Were additional principal assets received during the
�eport Period which were not included in the
Inventory or a prior Report filed for the Estate? . . . . . . . . . . . ❑Yes Q�No
If yes:
a. Was Court approval requested prior to
receiving the additional pnncipal?. . . . . . . . . . . . . . . . ❑Yes 0 No
b. Sta.te the sa�rces 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 Secwity $ 8,040.00
$
$
�
$
$
Total income received during Repart Peri<�d: $ 8,040.00
Fo�c-oa rev 10.13.116 Page 3 of 5
Estate of Jeffiev Alan Bedard ,An Inca.pacita.ted Person
2. How is income currently invested? (Please
specify,e.g.,restricfied bank accounts, client
care account,etc.):
Not applicable
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.):
Rent,food,utilities,insurance,personal ma.i.ntenance,clothi.ng,spending money.
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.)
Vacation to North Carolina
E. Guardian's Commissions
List amounts of compensation paid as Guardian's commiss�on
and sta.te how amount was determined: �
Court
� , Amaunt .11�ethod of�e�ermination Ap�rov�l O�#ained
0.40 �Yes ❑�to
❑Yes ❑No
Form G-02 rev.10.13.06 Page 4 of 5
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Estate of�effrey Alan Bedard ,An Incapacitated Person
F. Counsel Fee
List amounts paid as counsei f�e,an�i indicate whether Court appmval was obtained.
�`ourt
Amount Approval Obtained
0.00 ❑Yes ❑No
❑Yes ❑No
I verify that the foregoing inforniation is conect to the best of my knowledge,
infvr�a#ion and belief;a�d tha##�s Verif}cat�is sab�ec##o#�e�e��es of�8�'a.C.S. §4904
relative to unsworn falsification to authorities.
,
January 10,2014
�a� s� of - o �
Kelly A. Landis
Name of Guardian of the Fstate(typ,e a'pn'�nt)
423 Main Sxreet
Address
York Springs PA 17372
City,State,Zip .
717-528-7357
Telephone
F�c-oa �.10.13.06 PSgB S�Of S