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HomeMy WebLinkAbout06-10-14 (2) ANNUAL REPORT OF � a s GUARDIAN OF THE ESTATE , --00 o � o COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA © c ZE ORPHANS' COURT DIVISION r j r m r No Estate of Susan J. Myers an Incapacitated Person No, 21-10-0220 I. INTRODUCTION Patricia A.M. Havens ,was appointed O Plenary ❑Limited Guardian of the Estate by Decree of Wesley Oler, Jr. J dated April 26, 2010 Z✓ A. This is the Annual Report for the period from April 26 2013 to April 26 , 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 0-02 rev.10.13.06 Page I of 5 Estate.of Susan J. Myers An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 65,000.00 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.) $ 71,030.00 C. What is the total amount of income earned during the 32,350.00 Report period? $ D. What is the total amount'of income and principal spent for all purposes during the Report Period? $ 28,601.00 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 73,027.00 2. Income $ 1,319.00 3. Total of Principal and Income $ 74,346.00 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,): Personal restricted checking account Personal checking account Insurance policies Automobile 2. Have there been any expenditures from the principal during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes Zwo If yes: a. Have all expenditures from the principal been for the sole benefit of the Incapacitated Person? . . , . . . . . QYes FjNo Form 0-02 rev.10.13-06 Page 2 of 5 Estate of Susan J. Myers• An Incapacitated Person b. List purpose and amount of expenditures: $ 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 Q 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.): Social Security $ 13,336.00 Interest and Dividends $1.31-9.00 Jane C.Myers Trust $ 17,695.00 $ $ $ Total income received during Report Period: $ 32.350:00 Form G-02 -rev.lo.13.06 - Page 3 of 5 Estate of Susan J. Myers An Incapacitated Person 2. How is income currently invested? (Please specify, e.g.,restricted bank accounts, client . care account, etc.): Social Security Representative Payee Checking Account with PSECU-Restricted Susan Myers Guardian Checking Account with PSECU-Limited Guardian Account with M&T Bank-Limited " 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 A- $20,621.00 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.) See Attachment A- $7,980.00 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 0.0 QYes QNo Dyes ONO Forxi 0.02 rev.10.13.06 - �. Page 4 of 5 Estate of Susan J. Myers An Incapacitated Person - F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained 0.0 QYes 7 No ElYes ❑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. Date S4gnature of Guardian of the Estate Patricia A.M. Havens Name of Galen*=of the Estate(type or print) 1235 Crestfield Drive Address Williamsport, PA 17701 city,Stale,zie (570) 327-907.9 (h) Telephone Form 0.02 rev.10,13.06 Page 5 of 5 ATTACHMENTA - Section III(A)(2)(b)-Expenditures Expenditures Utilities 5900 Food 5200 Clothing 2400 Rx 420 Gas 2500 Cleaning 1050 Repairs 1400 Service 800 LT Care Insurance 1996 Auto Insurance 734 Health Insurance 2069 Medical/Hospital Bills 200 Auto Maintence 550 Part B Medicare .1258 HOA 2124 Total Expenditures $ 28,60Lo0 Section III(C)-Care and Maintenance Expenditures I Utilities 5900 Food 5200 Clothing 2400 Rx 420 HOA 2124 Cleaning 1050 Health Insurance 2069 ;- Medical/Hospital.Bill, 200 Part 8 Medicare 1258 Total Expenditures 201621:00 Section III(D)-Other Expenditures Eed tures 2500 s 1400 e 800 rance 1996 ance 734 ence 550itures 7,980.00