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HomeMy WebLinkAbout01-29-14 i RECORDED OFFICE OF REGISTER OF VFILLS ANNUAL REPORT OF 7;iPi 19N 29 All 11 06 GUARDIAN OF THE ESTATE CLERK OF ORPHtaf)S' COURT COURT OF COMMON PLEAS OF CUMBERLAND CO., PA CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Tracy A. McHale an Incapacitated Person No. 21-08-0011 I. INTRODUCTION Michael & Karin McHale was appointed OPlenary ®Limited Guardian of the Estate by Decree of M. L. Ebert. Jr. , J., dated 02/12/2008 0 A. This is the Annual Report for the period from January 1 2013 to 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 fa,»,c-02 .pv. M13,06 Page 1 of Estate of Tracy A. McHale An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 400,000.00 Met Life annuity policy 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.) $ C. What is the total amount of income earned during the Report Period? $ 14,680.08 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 14,680.08 E. What are the balances remaining at the end of the Report Period? I. Principal $ 400,000.00 2. Income $ 0.00 3. Total of Principal and Income $ 400,000.00 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.): MET LIFE ANNUITY 2. Have there been any expenditures from the principal during the Report Period? . . . . . . . . . . . I . . . . . . . . . . . . . . . . ©Yes ®No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? . . . . . . . . 7 Yes ❑No Form G-01 10.13.06 Page 2 of 5 Estate of Tracy A. McHale An Incapacitated Person b. List purpose and amount of expenditures: $ $ c. Was Court approval received prior to expending the principal? . . . . . .`. . . . . . . . . . . . . . . . . O Yes O No 3. Were additional principal assets received during the Report Period which were not included in the Inventory or a prior Report tiled for the Estate? . . . . . . . . . . . ©Yes ®No I f yes: a. Was Court approval requested prior to receiving the additional principal?. . . . . . . . . . . . . . . . O Yes D 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.): Annual distribtittion from Met Life $ Insurance Company annuity g S $ "Fatal income received during Report Period: $ rorm c-oz rev.10.13.06 Page 3 of 5 Estate of Tracy A. McHale . An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Client care and savings accounts 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.): See attachment - last page. 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.) E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method gfDetermination Approval Obtained ©Yes ❑No [3 Yes ©No Form G-01 rev. !0.13.06 Page 4 of 5 a Estate of Tracy A. MCHald An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained ❑Yes ❑No El Yes ©No 1 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. IMm Signunne ofC mrdion ofthe Exnne Michael J. McHale(Karin_ M_.._McHale A'nnre of Gnm'dlon of the E=m Nylk or prmQ 218 Woods Drive Address Mechanicsburg PA 17050 City,Smre,71p 717-766-0351 Trlephonr Form G-02 rrr. 10.13.06 Page 5 of 5 Tracy A McHale No. 21-08-0011 Met Life Annuity - 2013 Annual Report of Guardian of the Estate January, 2013 12/30/2012 1223.34 check from Met Life -217.00 rent (a third of) ck 689 12/28/2012 -53.50 counseling co-pay ck 690 1/4/2013 -24.99 Comcast (a third of) ck 692 1/5/2013 -47.64 Wal-Mart debit 1/10/2013 -53.50 counseling co-pay ck 693 1/10/2013 -40.86 Rutters-gasoline debit 1/14/2013 -150.00 American Funds savings electronic 1/15/2013 -31.79 cell phone charger debit 1/17/2013 -9.12 PA American water(a third of ck 694 1/17/2013 -55.00 Longhorn Steakhouse debit 1/17/2013 -30.35 Sunoco-gasoline debit 1/19/2013 -78.00 cell phone electronic 1/19/2013 -72.82 PPL electric (a third of) ck 695 1/19/2013 -271.62 K-Mart medications debit 1/20/2013 -41.30 Lego Store debit 1/20/2013 -53.50 counseling co-pay ck 699 1/31/2013 _ 7.65 used from checking 0.00 balance February, 2013 1/31/2013 1223.34 check from Met Life -423.34 to Money Management Savings -217 rent(third) ck 698 1/29/2013 -38.79 Comcast cable (third) ck 697 1/26/2013 -50 Karin McHale-food ck 700 1/31/2013 -45.48 VISA CK 701 2/2/2013 -39.45 Gulf-gasoline debit 2/3/2013 -32.6 PA American water ck 702 2/5/2013 -53.5 counseling co-pay ck 703 2/7/2013 -40.73 Turkey Hill - gas debit 2/7/2013 -77.42 PPL(third) ck 704 2/7/2013 -76.5 cellphone ck 706 2/7/2013 -53.5 counseling co-pay ck 708 2/13/2013 -150.00 American Funds savings electronic 2/15/2013 -38.99 Giant-gas debit 2/16/2013 -27.18 Walmart debit 2/16/2013 -86.92 Karns -food debit 2/19/2013 1 -80.94 Kmart- medicine debit 2/19/2013 -53.50 counseling co-pay ck 709 2/21/2013 -42.44 Sunoco -gas debit 2/22/2013 404.94 transferred from Money Management Savings 0.00 balance March, 2013 2/28/2013 1223.34 check from Met Life -423.34 to Money Management Savings -217.00 rent (third) ck 710 2/27/2013 -10.97 Pa American Water(third) ck 711 2/28/2013 -38.78 Comcast (third) ck 712 2/28/2013 -90.00 Giant-food debit 3/3/2013 -78.40 cellphone ck 713 3/5/2013 -39.50 Gulf-gas debit 3/5/2013 -26.18 Kmart debit 3/7/2013 -42.98 VISA ck 715 3/7/2013 -19.99 Ross-clothes debit 3/7/2013 -53.50 counseling co-pay ck 716 3/8/2013 -40.35 Sunoco-gas debit 3/13/2013 -78.34 PPL ck 717 3/13/2013 -74.87 Kmart- medicines debit 3/14/2013 -150.00 American Funds electronic 3/15/2013 -80.15 Giant-food debit 3/17/2013 -31.68 Longhorn Steakhouse debit 3/17/2013 -53.50 counseling co-pay ck 718 3/20/2013 -41.32 Giant-gas debit 3/20/2013 -80.00 Erie Insurance - renters ins. ck 720 3/26/2013 447.51 transferred from Money Management Savings 0.00 Balance April, 2013 3/30/2013 1223.34 check from Met Life -423.34 to Money Management Savings -67.81 PA American Water(third) ck 719 3/26/2013 -217.00 rent(third) ck 721 3/29/2013 -74.10 Giant-food debit 4/1/2013 -53.50 counseling co-pay ck 723 4/3/2013 -41.74 Comcast(third) ck 724 4/3/2013 -9.20 Post Office- postage debit 4/4/2013 -40.45 Sheetz-gas debit 4/6/2013 -50.48 VISA ck 726 4/7/2013 2 -73.00 PA Dept of Revenue-taxes ck 727 4/7/2013 -9.80 Debra Baseshore Wiest-taxes ck 728 4/7/2013 -76.50 cellphone ck 729 4/13/2013 -37.00 Giant-gas debit 4/13/2013 -23.66 PA American Water(third) electronic 4/15/2013 -150.00 American Funds electronic 4/15/2013 -53.50 counseling co-pay ck 730 4/17/2013 -30.00 Giant-gas debit 4/22/2013 -65.89 PPL (third) electronic 4/26/2013 -37.00 Sunoco -gas debit 4/28/2013 310.63 transferred from Money Management 0.00 Balance May, 2013 4/30/2013 1223.34 check from Met Life -217.00 rent (third) ck 731 4/29/2013 -36.00 Penn DOT-car registration ck 707 5/2/2013 -215.78 VISA ck 734 5/2/2013 -41.74 Comcast (third) electronic 5/6/2013 -25.04 Giant-food debit 5/8/2013 -60.00 cash withdrawal ATM 5/9/2013 -33.14 Hess-gas debit 5/9/2013 -150.00 American Funds electronic 5/15/2013 -145.28 Kmart- medicines debit 5/14/2013 -80.00 cash withdrawal ATM 5/14/2013 -38.19 Giant-gas debit 5/15/2013 -78.40 cellphone ck 735 5/22/2013 -30.00 counseling co-pay ck 736 5/23/2013 -39.04 PPL (third) ck 737 5/25/2013 -35.77 Giant-gas debit 5/28/2013 2.04 used from checking 0.00 Balance June, 2013 5/30/2013 1223.34 check from Met Life -423.34 to Money Management Savings -19.87 PA American Water (third) ck 739 5/28/2013 -217.00 rent (third) ck 740 5/30/2013 -33.00 Gulf-gas debit 6/3/2013 -108.55 VISA ck 733 6/4/2013 -41.71 Comcast (third) ck 750 6/4/2013 -16.00 counseling co-pay ck 741 6/6/2013 3 -25.00 Gulf-gas debit 6/7/2013 -35.98 Giant-gas debit 6/11/2013 -80.35 cellphone ck 743 6/12/2013 -60.00 Texas Roadhouse debit 6/14/2013 -150.00 American Funds electronic 6/17/2013 -33.13 Giant-gas debit 6/24/2013 -53.50 counseling co-pay ck 744 6/25/2013 -34.38 PPL (third) ck 745 6/26/2013 -112.00 Magisterial District-ticket ck 748 6/28/2013 220.47 transferred from Money Management Savings 0.00 Balance July, 2013 6/30/2013 1223.34 Check from Met Life -423.34 to Money Management Savings -217.00 rent (third) ck 746 6/28/2013 -21.14 PA American Water (third) ck 749 6/29/2013 -41.71 Comcast (third) ck 751 7/2/2013 -42.36 Surf Shop-vacation- shoes debit 7/5/2013 -28.78 Sunsations-vacation debit 7/7/2013 -80.00 Giant-food debit 7/15/2013 -150.00 American Fund electronic 7/15/2013 -53.50 counseling co-pay ck 753 7/17/2013 -39.98 PPL(third) ck 754 7/27/2013 -212.00 VISA ck 756 7/20/2013 -20.85 Target debit 7/20/2013 -50.00 ATT debit 7/23/2013 -80.00 cash withdrawal ATM 7/29/2013 -53.50 counseling co-pay ck 759 7/31/2013 -45.00 All Better Care - medical ck 761 7/31/2013 335.82 transferred from Money Management Savings 0.00 balance August, 2013 7/31/2013 1223.34 Check from Met Life -423.34 to Money Management Savings -217.00 rent (third) ck 760 7/31/2013 -15.29 Giant-food debit 8/1/2013 -565.67 VISA ck 762 8/3/2013 -35.92 Giant-gas debit 8/6/2013 -53.50 counseling co-pay ck 765 8/14/2013 -17.23 Subway-subs debit 8/17/2013 4 -150.00 American Funds electronic 8/15/2013 -43.39 PPL (third) ck 767 8/17/2013 -32.96 Giant-gas debit 8/17/2013 -115.14 Giant-food debit 8/22/2013 -35.96 Giant-gas debit 8/24/2013 -53.50 counseling co-pay ck 768 8/28/2013 535.56 transferred from Money Management Savings 0.00 balance September, 2013 8/31/2013 1223.34 Check from Met Life -217.00 rent (third) ck 769 8/29/2013 -20.23 PA American Water (third) ck 770 8/30/2013 -41.71 Comcast (third) ck 771 9/3/2013 -24.00 Stacy Danner-jewelry show ck 772 9/5/2013 -22.16 Giant-gas debit 9/6/2013 -31.79 Kmart- medicine debit 9/7/2013 -498.63 VISA ck 773 9/7/2013 -53.50 counseling co-pay ck 775 9/11/2013 -70.00 cellphone ck 776 9/11/2013 -72.99 Giant-food debit 9/15/2013 -150.00 American Funds electronic 9/15/2013 -39.28 PPL ck 778 9/17/2013 -67.60 Kmart- medicine debit 9/18/2013 -53.50 counseling co-pay ck 780 9/25/2013 139.05 transferred from Money Management Savings 0.00 balance October, 2013 9/30/2013 1223.34 Check from Met Life -316.66 rent (third) ck 783 9/30/2013 -100.00 Giant-food ATM 10/1/2013 -48.76 Comcast (third) ck 784 10/4/2013 -15.93 Kmart - medicine debit 10/6/2013 -63.61 Giant -food debit 10/7/2013 -33.00 Giant-gas debit 10/8/2013 -42.89 Giant-food debit 10/8/2013 -53.50 counseling co-pay ck 786 10/9/2013 -22.95 Kmart- medicine debit 10/11/2013 -75.00 verizon -cell phone ck 787 10/12/2013 -150.00 American Funds elecronic 10/15/2013 -6.12 American Water(third) ck 788 10/16/2013 5 -35.74 PPL(third) ck 789 10/17/2013 -34.92 Gulf-gas debit 10/17/2013 -49.25 Giant-food debit 10/20/2013 -52.50 counseling co-pay ck 792 10/23/2013 -40.00 Leedy/Abbey counseling ck 793 10/28/2013 -60.00 cash withdrawal 10/31/2013 -22.51 remains in checking 0.00 balance November, 2013 10/30/2013 1223.34 check from Met Life -223.34 to Money Management Savings -54.05 PPL (close acct last apt.) ck796 10/31/2013 -316.66 rent (third) ck 798 10/31/2013 -85.00 Red Lobster debit 11/2/2013 -40.00 cash withdrawal ATM 11/4/2013 -117.93 VISA CK 799 11/4/2013 -60.83 PPL (third) electronic 11/10/2013 -40.00 Facebook debit 11/10/2013 -54.00 AT&T(cell phone) debit 11/13/2013 -33.80 KwickFill-gas debit 11/14/2013 -25.97 PPL(third) ck 802 11/24/2013 -45.55 Gulf(gas) debit 11/25/2013 -9.94 United Water(third) ck 803 11/25/2013 -29.50 Penn Dot (license renewal) ck 804 11/25/2013 -100.00 counseling payment ck 805 11/27/2013 13.23 used from checking 0.00 balance December, 21 1223.34 check from Met Life 11/29/2013 -316.66 rent(third) ck 806 11/29/2013 -247.07 VISA ck 807 12/4/2013 -286.95 Counseling-owed acct ck 809 12/4/2013 -150.00 American Funds electronic 11/15/2013 -27.00 KwikFill -gas debit 12/6/2013 -94.50 Counseling ck 810 12/11/2013 -50.00 ATT(cell phone) debit 12/13/2013 -106.02 Giant-food debit 12/14/2013 -19.05 UGI (third) ck 811 12/14/2013 -5.25 American Water(third) ck 812 12/14/2013 79.16 transferred from Money Market Savings 0.00 balance 6 2013 Summary 14680.08 Annual Income from Met Life Insurance Company Annuity Annual Expenses 2013 -2763.38 to Money Management savings 2473.14 transfer from Money Management savings -2902.98 rent -1582.95 counseling expenses -359.93 Comcast cable -287.48 debit-shopping (Wal-Mart,Target, Beach Shop,Jewelry, etc) -40.00 debit- Facebook -1033.92 Gasoline -1650.00 American Funds Savings -798.94 cell phone -226.71 Water utility -248.91 debit- restaurants -667.13 PPL electric -710.98 Medications- Kmart -1051.40 Food --(Giant, Karin McHale) -2104.57 VISA (shopping, medicines, facebook, gas, car repairs, tires, medical care, etc.) -82.80 Taxes- personal, state -45.00 Medical Care (All Better Care) -80.00 Renter's Insurance -65.50 Penn DOT- license renewal/car registration -112.00 Magisterial District Judge -ticket -19.05 UGI gas utility -320.00 Cash Withdrawals -22.51 remains in checking 22.92 used from checking -14680.08 TOTAL Annual Expenses 2013 7