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ANNUAL REPORT OF
GUARDIAN OF THE ESTATE �
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COURT OF COMMON PLEAS OF n' � � � U' �D
CUMBERLAND COUNTY,PENNSYLVANIA� � r ..�,� '-n '7'
ORPHANS' COURT DIVISION -`�'= "� � � Q
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Estate of TIEN KHAI TRAN � � � �
, an Incapacitated-�'erson �
No. �1-12-1251 , �
I. INTRODUCTION
Ut Michael K. Tran and KimQui T. Tran
, was appointed
�✓ Plenary ❑Limited Guardian of the Estate by Decree of M.L. Ebert, Jr. J
, ,
dated 31 January 2013
✓� A. This is the Annual Report for the period from 31 January 2013
to 3l March , 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
�o��-oa r�.�0.13.06 Page 1 of 5
�
�. ,
Estate of TIEN KHAI TRAN ,An Incapacitated Person
II. SUMMARY
A. State the vatue of the estate reported on the Inventory $ 2145.00
B. State the value(s) of principal assets at the beginning of
the Report Period. (Sasne as Inventory if first Report,
otherwise, ending ba]ance from last Report.) $ 2145.00
C. What is the total amount of income earned during the
Report Period? $ 0.00
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 993.00
E. What are the balances rernaining at the end of the Report
Period?
l. Principal $ 1152.00
2. Income $ O.tm
3. Total of Principal and Income $ l l 52.00
IIL 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.):
Custodial Savings Account
Representative Payee Checking Account
2. Have there been any expenditures from the principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0✓ Yes ❑No
If yes:
a. Have all expendihzres from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . �Yes ❑No
Form G-02 rev.IQ13.06 Page 2 Of S
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Estate of TIEN KHAI TRAN , An Iricapacitated Person
b. List purpose and amount of expenditures:
Education Expenses from Education Savings $ 667.00
Hobbies&Interests $ 126.00
$
$
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 �✓ 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 ainounts of income i•eceived
during the Report Period(e.g., Social Security,
pension,rents, etc.):
$
$
$
$
$
$
Total income received during Report Period: $ o.00
F��„c-oz rev. 10.13.06 Page 3 of 5
�r ' `
Estate of TIEN KHAI TRAN ,An Incapacitated Person
2. How is income c�urently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
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.):
Education Expenses from Education Savings
Hobbies &Interests
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 sta�e how amount was determined:
Court
Amoirnt Method of Determination Approval Obtained
"' � '-' ❑Yes ❑No
❑Yes 0 No
�o.m c-o2 rev. ro.13.06 Page 4 of 5
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Estate of TIEN KHAI TRAN ,An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Cour-t
Amount Approi�al Obtained
200.00 0 yes 0✓ No
❑Yes ❑No
I verify that the faregoing 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. ��� p� ��,
ZC?��,.r�.�, 7�� � � .f� ���v
Date Signature ofGuardian ofthe Estale
Ut Michael K. Tran and KimQui T. Tran
Name o/'Guardian of the Estate(type or prir:t)
508 Ellen Road
Addres,s
Camp Hill, PA 17011
Ciry.srare,zip
717-731-1677
Telephone
Form G-02 rev. 10.13.06 Page 5 of 5