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Home My WebLink About02-28-14 (2) ANNUAL REPORT OF GUARDIAN OF THE ESTATE c�a _= COURT OF COMMON PLEAS OF �r: -' -r-��-a'�^' Cumberland COt1NTY, PENNSYLVANIA � � i��-% c� - �, ORPHANS' COURT DIVISION - �,� �� ; ,� ��-- ` � � .__ , _ -,�. :, ._ _ -� ` - C'� �� i=ri Estate of Todd Stewart Thomas, Jr. , an Incap�itated Pe�rspn �.-�T� No. 21-2011-0046 I. INTRODUCTION Todd S. Thomas Sr., &Tabitha C. Thomas , was appointed �Plenary ❑Limited Guardian of the Estate by Decree of J. Wesley Ohler �J.� dated March 1,2011 0 A. This is the Annual Report for the period from March 1 � 2013 to Februarv 28 , 2014 (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 Form G-02 rev. /0.13.06 Page 1 of 5 Estate of Todd Stewart Thomas,Jr. ,An Incapacitated Person `�,�� W� �,'� w Uw��,;;, II. SUMMARY / ,�,� aG�, !( A. State the value of the estate reported on the Inventory $ S 1� � a'� �� u� c bu..x�j,k aL. B. State the value(s)of principal assets at the beginning of f"��''��"�� the Report Period. (Same as Inventory if first Report, otherwise, ending balance from last Report.) $ I,�q j, G� � (�—' ��"� a�^��r �--____ cr�,�;�r � C. What is the total amount of income earned during the �( I�� '� Report Period? $ �0 i d� I� f�� D. What is the total amount of income and principal s��S, 2► spent for all purposes during the Report Period? $ y E. What are the balances remaining at the end of the Report Period? (�2�15, c�z 1. Principal $ �1 2. Income $ (otObt, C") ��Z`��A,� �O 3. Total of Principal and Income $ � 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.): Todd receives SSI income on a monthly basis. It is direct deposited into a checking account in the name of both Todd,Jr. , and his mother,Tabitha. There are no investments with it. Just a basic checking account. 2. Have there been any expenditures from the principal during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �d- If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? . . . . . . . . C�Yes ❑No Form G-02 rev. 10.13.06 Page 2 of 5 Estate of Todd Stewart Thomas,Jr. An Incapacitated Person b. List purpose and amount of expenditures: Clo'1Th�v� , eetuck��,�I �,ia� SR.f� $ l,�qs. q� _.1 P s�lls ch Lcu„ntrk+'L�,bS��k,,,T_ $ C.�, ri�c�i c. r.��'.r�etS—��;�,,�,;y�S.�— $ I e�,.�,. � �,r��.�,�,,�,t �,s6�d�,,, � ��sfs c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . . . . . ❑Yes �10 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 �No 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.): SSI(monthly thru December 2013 US Treasury $ 473.34 SSI(monthly)through Dec.2013 Commonwealth of PA $ 25.53 SSI(monthly beginning Jan..2014 US Treasury $ 480.67 SSI(monthly beginning Jan..2014)Commonwealth $ 25.53 $ � 1�,0u1. 0 H Total income received during Report Period: $ �� Fo,,»c-oz rev.10.13.06 Page 3 of 5 Estate of Todd Stewart Thomas,Jr. , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account,etc.): It is not invested. It's just a basic checking account. C. E%penses 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.): Clothing, shoes, ongoing chiropractic co-payments not covered by his insurance, toiletries,dental item. 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.) Easter Seals activities bowling,rock climbing,bocce ball. educational materials & educational schooling career course monthly tuition, sports and hobby related clothing,items, equipment,cell phone, educational toys. 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 0.00 ❑Yes ❑No 0.00 ❑Yes ❑No Fo„�c-o2 rev.10.13.06 Page 4 of 5 � L Estate of Todd Stewart Thomas,Jr. , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained 0.00 ❑Yes ❑No 0.00 ❑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. r� �'�'( �v " � ,�� ll� Date Signature of Guardian of the Estate Todd S. Thomas Sr. &Tabitha C. Thomas Name of Guardian of the Estate(rype or print) 80 Sunnyside Drive Address Carlisle, PA 17015 City,State,Zip 717-620-8051 Telephone Form G-02 rev.10./3.06 Page 5 of 5