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HomeMy WebLinkAbout01-15-14 (2) f'�J +�� � r^V � � `,�r'� rn � � � FINAL REPORT OF GUARDIAN OF rn � r � �, THE ESTATE �' � r ►�-� `° �' �-- � �ry � P'�'7 f'l xy. G,� �� '::J �J �., ` i'�: p c�:� COURT OF COMMON PLEAS OF �'' �' '=? � � � CUMBERLAND COUNTY,PENNSYLVANIA� � ��� � �; c=� ORPHANS' COURT DIVISION °.� =-� r- �� �':�. � � -�7 C,� Estate of Pauline K. Cover an Incapacitated Person No. 179 of 2013 I.INTRODUCTION Kevstone Guardianship Service , was appointed �Plenary Limited Guardian of the Estate by Decree of Christylee L .Peck ,J., dated 5/31/2013 ❑ A. This is the Annual Report for the period from , to (the "Report Period"); or � B. This is the Final Report for the period from May 31 , 2013 to June 17 , 2013 (the "Report Period"), and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: 6/17/2013 Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J., dated Page 1 of 5 Estate of Pauline K.Cover an Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $.00 B. State the value(s) of income and principal assets at the beginning of the Report Period. (Same as Inventory if first otherwise, ending balance from last Report.) Principal $.00 Income $.00 C. What is the total amount of income earned during the Report Period? $.00 D. What is the total amount of income and principal spent for all purposes during the Report Period? $.00 E. , F. What are the balances remaining at the end of the Report Period? 1. Principal $.00 2. Income $.00 3. Total of Principal and Income $.00 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.): $ $ $ $ Total Principal Balance: $.00 Page 2 of 5 Estate of Pauline K. Cover an Incapacitated Person 2. Have there been any expenditures from the principal during the Report Period? .............................................................. Yes �N If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? .............. Yes No b. List purpose and amount of expenditures: All principal used is transferred to Income. 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 � If yes: a. Was Court approval requested prior to receiving the additional principal? ....................................... Yes No b. State 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.): $ $ $ $ $ $ $ Total income received during Report Period: $.00 Page 3 of 5 Estate of Pauline K. Cover an Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): $ $ $ Total Income Balance: $.00 C. Expenses for Care and Maintenance 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.): $ $ $ $ $ $ Total Expenses for Care and Maintenance: $.00 D. Other Expenditures Specify what other expenditures were made during the Report Period. (Do not include any items stated in response to question C above.) $ $ $ $ Total for Other Expenditures: $.00 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained .00 Fees ($xx.xx per hour) Yes No Page 4 of 5 Estate of Pauline K. Cover an Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained N/A 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. 1 C,31�� � Date Signat e of Guardian of the Estate MelaniePeters Name of Guardian of the Estate(rype or print) PO Box 804 Address E[izabethville.Pa 17023 Ciry,State,Zip 717-674-5757 Telephone Notes: • Due to the short period of time we served as Guardian of the Estate due to Ms. Covers' untimely death, we did not receive, nor disburse any of her money. Page 5 of 5