HomeMy WebLinkAbout06-10-14 FINAL REPORT OF GUARDIAN
OF THE ESTATE
� �
COURT OF COMMON PLEAS OF � r' � '� �
,�, �.,y r�7
CUMBERLAND COUNTY,PENNSYLVANIA ;`;.', �j c �' ��,
ORPHANS' COURT DIVISION `�' � ``�' _�'
.. __. � .., rt:_
r-,; Q ; , r-�:�
: . '�? � ., �_...:J C"J
r....� y���
` i"'+, 7� f'�>
C'7 �D .� � -:"t -.Y�
`''1 �
Estate of JANETTE NEELY ,an Incapa�,�,itated Persori'; c��
--f r--
No. 21-08-0032
'^ � Cr, O
�
I. INTRODUCTION
Kevstone Guardianshi�Service , was appointed
�Plenary ❑ Limited Guardian of the Estate by Decree of Ed�ar B. BaZlev , J•,
dated March 5. 2008
❑ 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 March 6 , 2013
to Februarx 19 , 2014 (the "Report Period"), and is filed
for the following reason:
� 1. The death of the Incapacitated Person. Date of death: February 19, 2014
Name of Personal Representative: _ __
❑ 2. The Guardianship was terminated by the Court by Decree of
J., dated __
Page 1 of 4
Estate of JANETTE NEELY �an Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $539,808.24
B. State the value(s)of income and principal assets at the
beginning of the Report Period. (Same as Inventory if first
Report, otherwise, ending balance from last Report.)
Principal $13,400.64
Income $1,015.73
C. What is the total amount of income earned during the
Report Period? $7,621.35
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $(7,962.86)
E. What are the balances remaining at the end of the Report
Period?
1. Principal $13,400.64
2. Income $ 674.22
3. Total of Principal and Income $14,074.86
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.):
Halifax Bank Checking #214507610 $4,400.64
Burial Reserve—Forethought Life $9,000.00
Total Principal Balance: $13,400.64
2. Have there been any expenditures from the principal
during the Report Period? .............................................................. ❑ Yes � No
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:
c. Was Court approval received prior to
expending the principal? ......................................................❑ Yes ❑ No
Page 2 of 4
Estate of JANETTE NEELY ,an Incapacitated Person
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.):
Interest Income $20.35
US Treasury—Social Security $7,601.00
Total income received during Report Period: $7,621.35
2. How is income currently invested? (Please
specify, e.g., restricted bank accounts, client
care account, etc.):
Halifax Bank Checking#214507610 $674.22
Total Income Balance: $674.22
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.):
Middletown Home $6,573.02
Total Expenses for Care and Maintenance: $6,573.02
Page 3 of 4
Estate of JANETTE NEELY ,an Incapacitated Person
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.)
Keystone Guardianship—costs $166.10
Keystone Guardianship—reimbursed $8.74
Register of Wills $15.00
Total for Other Expenditures: $ 189.84
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
$1,200.00 Fees ($100.00 per month) � Yes ❑ No
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 autharities.
� �!► �
Date Signa re of Guardian of the Estate
Melanie Peters
Name of Guardian of the Eslate(type or print)
PO Box 804
Address
Elizabethville.Pa 17023
Cdry,State,Zip
717-674-5757
Telephone
Page 4 of 4
Income Statement- SQL-Ledger Uersion 2.8.27-Janette Neely-kg j... http://keyguard.anteil.com/rp.pl
)anette Neely
INCOME STATEMENT
for Period
March 06 2013 To February 19 2014
INCOME Mar 06 2013
.�.,,, . ..,, Feb 19 2014
Interest Income 20.35
US Treasury - Social Security 7,601.00
TOTAL INCOME 7,621.35
EXPENSES
.. . _ u��;; x �_.� „..�.�.��;.���
Purchases 31.88
Nursing Home Expenses 6,573.02
Keystone Services Cost 134.22
Keystone Services Fees 1,200.00
Keystone Services Purchases 8.74
Household Expenses 15.00
TOTAL EXPENSES 7,962.86
INCOME / (LOSS) (341.51)
1 of 1 5/28/2014 8:58 AM
Account 4010-Interest Income/Janette Neely- SQLrLedger Uersion... http://keyguard.anteil.com/ca.pl?action=list transactions&departmen...
Account 4010 - Interest Income / Janette Neely
March 06 2013 - February 19 2014
Description Date Reference Debit Credit Balance
3,348.52
interest - HNB Checking 03-20-2013 Auto deposit 1.73 3,350.25
interest - HNB Checking 04-19-2013 Auto deposit 1.81 3,352.06
interest - HNB Checking 05-17-2013 Auto deposit 1.74 3,353.80
interest - HNB Checking 06-19-2013 Auto deposit 2.02 3,355.82
interest - HNB Checking 07-19-2013 Auto deposit 1.86 3,357.68
interest - HNB Checking 07-31-2013 Auto deposit 0.71 3,358.39
interest - HNB Checking 08-31-2013 Auto deposit 0.85 3,359.24
interest - HNB Checking 09-30-2013 Auto deposit 1.81 3,361.05
interest - HNB Checking 10-31-2013 Auto deposit 1.94 3,362.99
interest - HNB Checking 11-30-2013 Auto deposit 1.89 3,364.88
interest - HNB Checking 12-31-2013 Auto deposit 1.97 3,366.85 _
interest - HNB Checking 01-31-2014 Auto deposit 2.02 3,368.87
20.35
20.35 3,368.87
1 of 1 6/5/2014 8:16 AM
Account 4017-US Treasury- Social Security/Janette Neely- SQir... http://keyguard.anteil.com/ca.pl?action=list transactions&departmen...
Account 4017 - US Treasury - Social Security / Janette Neely
March 06 2013 - February 19 2014
Description Date Reference Debit Credit Balance
35,163.00
US Treasury - Social Security 04-03-2013 Auto deposit 689.00 35,852.00
US Treasury - Social Security 05-03-2013 Auto deposit 689.00 36,541.00
US Treasury - Social Security 06-03-2013 Auto deposit 689.00 37,230.00
US Treasury - Social Security 07-03-2013 Auto deposit 689.00 37,919.00
US Treasury - Social Security 08-02-2013 Auto deposit 689.00 38,608.00
US Treasury - Social Security 09-03-2013 Auto deposit 689.00 39,297.00
US Treasury - Social Security 10-03-2013 Auto deposit 689.00 39,986.00
US Treasury - Social Security i1-01-2013 Auto deposit 689.00 40,675.00
US Treasury - Social Security 12-03-2013 Auto deposit 689.00 41,364.00
US Treasury - Social Security 01-03-2014 Auto deposit 700.00 42,064.00
US Treasury - Social Security 02-03-2014 Auto deposit 700.00 42,764.00
7,601.00
7,601.00 42,764.00
1 of 1 6/5/2014 8:16 AM
AP Transactions/Janette Neely- SQL-Ledger Version 2.8.27-Janet... http://keyguard.anteil.com/ap.pl?action=transactions&direction=AS...
AP Transactions / Janette Neely
From March 06 2013
To February 19 2014
Open
Closed
Vendor Date Invoice Description Total Paid
Keystone Guardianship - Costs 03-08-2013 Check #393 31.88 31.88
Keystone Guardianship - Costs 04-08-2013 Check #396 10.71 10.71
Keystone Guardianship - Costs 05-10-2013 Check #398 10.68 10.68
Keystone Guardianship - Costs 06-06-2013 Check #400 19.45 19.45
Keystone Guardianship - Costs 07-12-2013 Check #403 38.66 38.66
Keystone Guardianship - Costs 08-15-2013 Check #405 14.59 14.59
Keystone Guardianship - Costs 09-11-2013 Check #407 8.15 8.15
Keystone Guardianship - Costs 10-11-2013 Check #409 11.65 11.65
Keystone Guardianship - Costs il-i1-2013 Check #412 3.17 3.17
Keystone Guardianship - Costs 12-10-2013 Check #414 5.43 5.43
Keystone Guardianship - Costs 01-07-2014 Check #415 5.59 5.59
Keystone Guardianship - Costs 02-10-2014 Check #418 6.14 6.14
166.10 166.10
Keystone Guardianship - Fees 03-08-2013 Check #393 100.00 100.00
Keystone Guardianship - Fees 04-08-2013 Check #396 100.00 100.00
Keystone Guardianship - Fees 05-10-2013 Check #398 100.00 100.00
Keystone Guardianship - Fees 06-06-2013 Check #400 100.00 100.00
Keystone Guardianship - Fees 07-12-2013 Check #403 100.00 100.00
Keystone Guardianship - Fees 08-15-2013 Check #405 100.00 100.00
Keystone Guardianship - Fees 09-11-2013 Check #407 100.00 100.00
Keystone Guardianship - Fees 10-1i-2013 Check #409 100.00 100.00
Keystone Guardianship - Fees 11-11-2013 Check #412 100.00 100.00
Keystone Guardianship - Fees 12-10-2013 Check #414 100.00 100.00
Keystone Guardianship - Fees 01-07-2014 Check #416 100.00 100.00
Keystone Guardianship - Fees 02-10-2014 Check #418 100.00 100.00
1,200.00 1,200.00
Keystone Guardianship - Purchases 10-21-2013 Check #410 8.74 8.74
8.74 8.74
Middletown Home 03-08-2013 Check #394 545.93 545.93
Middletown Home 04-05-2013 Check #395 545.93 545.93
Middletown Home 05-08-2013 Check #397 545.93 545.93
Middletown Home 06-05-2013 Check #399 545.93 545.93
Middletown Home 07-09-2013 Check #402 545.93 545.93
Middletown Home 08-05-2013 Check #404 545.93 545.93
Middletown Home 09-05-2013 Check #406 545.93 545.93
Middletown Home 10-07-2013 Check #408 545.93 545.93
Middletown Home 11-05-2013 Check #411 545.93 545.93
Middletown Home 12-06-2013 Check #413 545.93 545.93
Middletown Home 01-08-2014 Check #416 545.93 545.93
Middletown Home 02-07-2014 Check #417 567.79 567.79
6,573.02 6,573.02
Register of Wills 07-05-2013 Check #401 15.00 15.00
15.00 15.00
7,962.86 7,962.86
AP Transaction ' Vendor Invoice. '
1 of 1 6/5/2014 8:17 AM
Balance Sheet- SQLrLedger Uersion 2.8.27-Janette Neely-kg-jneely http://keyguard.anteil.com/rp.pi
Janette Neely
BALANCE SHEET
as at Feb 19 2014
ASSETS Feb 19 2014
�. �. .,,,,_ �. d _
Income - HNB Checking #214507610 674.22
Principal - HNB Checking #214507610 4,400.64
Burial Reserve- Forethought LIfe Insurance 9,000.00
TOTAL ASSETS 14,074.86
LIABILITIES
u�.,.. .. ����. ..a,, ...,.,_ �: ..�.. •::�. .�•: ,
TOTAL LIABILITIES -
SHAREHOLDER'S EQUITY
�.� ::�.. �� r.
Assets at time of Appointment 488,048.92
Assets discovered after Appointment (27,220.94)
Sales price vs. Inventory price (3,335.00)
Adjustment to Principal (47,941.68)
Current Earnings (395,476.44)
TOTAL EQUITY 14,074.86
TOTAL LIABILITIES & EQUITY 14,074.86
1 of 1 5/28/2014 8:58 AM
FINAL REPORT OF GUARDIAN OF
THE PERSON
COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of JANETTE NEELY ,an Incapacitated Person
c� �
No. 21-08-0032 ��' ° � i� �
r`.,.r iJ � �.:x�� C>7
?- C'' Z .',l �J
..:., ..
__ . t..__ � �..,{ �:7
� .. Q ..7 1_1,t
�
_ � _ . ., C'J
I. INTRODUCTION `-' � '�. ' ..� , �-,
c�� c� �;-i � -.� -7-r
�� c:-_ _r�
Keystone Guardianship Services was appointed� .�� c��
`� � ` Cr�
� Plenary Limited Guardian of the Person by Decree of Edgar B. Ba ��lev �' �J., tn cS
�
dated March 5, 2008
� This is the Annual Report for the period from ,
to , (the "Report Period"); or
� B. This is the Final Report for the period from March 6 , 2013
to , February 19 , 2014 (the "Report Period"), and is filed
for the for the following reason:
� 1.The death of the Incapacitated Person. Date of death: 2/19/2014
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 JANETTE NEELY ,an Incapacitated Person
II. PERSONAL DATA
Age of the Incapacitated Person: Date of Birth:
III. LIVING ARRANGEMENTS
B. The Incapacitated Person's residence is:
own home/apartment
nursing home
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
If the Incapacitated Person has moved within the past year, state prior
residence and reason(s)for move:
Farm G-03 rev. !0.l3.06 Page 2 0£4
Estate of JANETTE NEELY ,an Incapacitated Person
D.Name and address of the Incapacitated Person's primary caregiver:
IV.MEDICAL INFORMATION
A. The major medical or mental problems of the Incapacitated Person areas follows:
B. Specify what, if any, social, medical, psychological and support services the
Incapacitated Person is receiving:
V. GUARDIAN'S OPINION
A. It is the opinion of the Guardian of the Person that the guardianship should:
continue
be modified
be terminated
orm G-03 rev.10.13.0G Page 3 of 4
Estate of JANETTE NEELY ,an Incapacitated Person
The reasons for the foregoing opinion are:
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 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.A. § 4904
relative to unsworn falsification to authorities.
�(ql�� �
Date r re of ardian ofthe stat
Melanie Peters
Name of Guardian of the Estate(type or print)
PO Box 804
Address
Elizabethville,Pa 17023
City,State,Zip
717-674-5757
Telephone
Form G-03 rev. 10.13.06 Page 4 of 4