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Home My WebLink About05-27-14 � � � ANNUAL REPORT OF �' � � � �� c� GUARDIAN OF THE ESTATE `� � �—> { ;� ° ._r .. ._ .... .:.,. , e �- r•-t N �,� 'r2 ti`, - "'`� :-°:� '�'7 . , �.�; r.:, t"'r7 COURT OF COMMON PLEAS OF '� �� -'; "n CUMBERLAND COUNTY PENNSYLVANIA J ��-rtr �'' � "� °� , , �:: c-� ORPHANS' COURT DIVISION :.,.� =i a' ;- '� � o u� o -.� � Estate of Georgia D. Johnstone , an Incapacitated Person No. 21-09-00377 I. INTRODUCTION Gary J. Muccio , was appointed m Plenary 0 Limited Guardian of the Estate by Decree of J. Wesley Oler,Jr. � J � dated June 10, 2009 m A. This is the Annual Report for the period from April 1 2013 , to March 31 , 2014 (the "Report Period"); or � B. This is the Finai 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. 10.13.06 Page 1 of 5 Estate of Geargia D. Johnstone , An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 717,670.63 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.) $ 291,219.75 C. What is the total amount of income earned during the Report Period? $ 16,556.23 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 175,677.11 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 132,027.66 2. Income $ 3. Total of Principal and Income $ 132,027.66 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.): Orrstown Bank 50+ Checking Account#146001716 Orrstown Bank Money Market Account#146001724 Orrstown Bank Checking Account#146002544 Fidelity Investments Traditional IRA Account#671-921203 2. Have there been any expenditures from the principal during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . m Yes �No If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? . . . . . . . . �Yes 0 No Fo,m c-oz rev. 10.13.06 Page 2 of 5 Estate of Georgia D. Johnstone , An Incapacitated Person The income is consumed before principal is used for personal care and maintenance. b. List purpose and amount of expenditures: Nursing Home Facility $ 121,638.03 Personal Care $ 32,445.00 Health Insurance $ 3,373.56 Prescriptions/Medical $ 933.09 Supplies/Clothing $ 731.20 c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . . . . . 0 Yes m 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? . . . . . . . . . . . 0 Yes m 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 l. State sources and amounts of income received during the Report Period (e.g., Social Security, pension, rents, etc.): Social Security Benefits $ 14,841.00 Orrstown Bank Accounts $ 32.29 SIPCO Investment Brokerage Account $ 450.24 Socicai Security not reflected in prior account $ 1,232.70 $ $ Total income received during Report Period: $ 16,556.23 Fo,m c-oz rev.10./3.06 Page 3 of 5 Estate of Geor�ia D. Johnstone , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Orrstown Bank 50+ Checking Account#146001716 Orrstown Bank Money Market Account#146001724 Orrstown Bank Checking Account#146002544 Fidelity Investments Traditional IRA Account#671-921203 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.): Nursing Home Facility $ 130,781.66 Personal Care 32,445.00 Health Insurance 3,373.56 Prescriptions/Medical 933.09 Supplies/Clothing 731.20 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.) CPA- Tax Preparation Fee 2013 $ 195.00 CPA - Tax Preparation Fee 2014 165.00 Bond Premium 1,040.00 Prepaid Funeral 2,612.00 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state fiow amount was determined: Court Amount Method of Determination Approval Obtained 1,590.00 Hourly (a�rate/hour �Yes mNo �Yes �No Form G-02 rev.]0.13.06 Page 4 of 5 Estate of Georgia D. Johnstone , An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained _ 1 810.60 �Yes m 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. � ! � aoi . Da�e Sigrrature of rdian fthe Estate Gary J. Muccio Name of Guardian of the Estate(rype or printJ 6 Derbyshire Drive Address Carlisle, PA 17015-9259 Ciry,State,Zip 717.385.0507 Telephone Fo,m c-oz rev. �o.r3.o6 Page 5 of 5 ro c� `�—'' , � � _...c .�.� � �: Q �� c� ta =.�; � "'.' �� '"! -I-� t�-_, --C , .::�:1 ANNUAL REPORT OF ��`� . , �� ' °'^ { . .,, � �y r-i�2 ^ ' .. '�] �-� GUARDIAN OF THE PERSON �:J � � � � � � '�� . r� � ,,_.' � .,.� :�i �� `'^ � C'� . �7 Q� f'"" t'T7 ..a �i r-- COURT OF COMMON PLEAS OF � � �`� � CUMBERLAND COUNTY,PENNSYLVANIA ORPHANS' COURT DIVISION Estate of Georgia D. Johnstone , an Incapacitated Person No. 21-09-00377 L INTRODUCTION Gary J. Muccio , was appointed �Plenary�Limited .Guardian of the Person by Decree of J• Wesley Oler,Jr. � J� dated June 10, 2009 m A. This is the Annual Report for the period from April 1 � 2013 to March 31 , 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: 2. The Guardianship was terminated by the Court by Decree of J., dated For a Final Report, omit Sections II through IV. Form G-03 rev. 10.13.06 Page 1 of 4 Estate of Georgia D. Johnstone , an Incapacitated Person II. PERSONAL DATA Age of the Incapacitated Person: �� Date of Birth: Apri16, 1937 III. LIVING ARRANGEMENTS A. Current address of the Incapacitated Person: The Oaks @ Bethany Village 5225 Wilson Lane, Room#51 Mechanicsburg, PA 17055 B. The Incapacitated Person's residence is: �own home/apartment m nursing home 0 boarding home/personal care home �Guardian's home/apartment �hospital or medical facility �relative's home (name, relationship and address) �other: C. The Incapacitated Person has been in the present residence since March 22, 2009 . If the Incapacitated Person has moved within the past year, state prior residence and reason(s) for move: Fo,m c-o3 rev.10.13.06 Page 2 of 4 Estate of Georgia D. Johnstone , an Incapacitated Person D. Name and address of the Incapacitated Person's primary caregiver: Gary J. Muccio 6 Derbyshire Drive Carlisle,PA 17015 IV. MEDICAL INFORMATION A. The major medical or mental problems of the Incapacitated Person are as follows: Advanced cognitive dysfunction compatible with primary degenerative process, likely Alzheimer's disease, history of seizure disorder,hypothyroidism and other ailments. B. Specify what, if any, social, medical, psychological and support services the Incapacitated Person is receiving: Services provided by the skilled nursing facility and augmented by private duty nursing care. V. GUARDIAN'S OPINION A. It is the opinion of the Guardian of the Person that the guardianship should: �continue �be modified �be terminated Form G-03 rev. 10.13.06 Page 3 of 4 Estate of Georgia D. Johnstone , an Incapacitated Person The reasons for the foregoing opinion are: The condition of the incapacitated person has not(and will not) improve. B. During the past year,the Guardian of the Person has visited the Incapacitated Person 120 times with the average visit lasting hours, 25 minutes. The report of a social service organization employed by the Guardian to oversee and coordinate the care of the Incapacitated Person for the period covered by this Report may be attached to supplement this Report. 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.A. § 4904 relative to unsworn falsification to authorities. � �` ' Date Signature of uardian ofthe Person Gary J. Muccio Name of Guardian of the Person(type or printJ 6 Derbyshire Drive Address Carilsle, PA 17015 Ciry,State,Zip 717.385.0507 Telephone Form G-03 rev.10.13.06 Page 4 of 4