HomeMy WebLinkAbout08-26-14 COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: LOUISE CARL ,AN INCAPACITATED PERSON
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FILLE NO: 2109-0459 c s m m
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ANNUAL REPORT OF THE GUARDIAN OF THE ESTATE_ N o
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1. INTRODUCTION
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Pennsylvania Guardianship Association /Brian D. Brooks was appo'in'ted the .N r- M
Limited, X Plenary Guardian of the Estate by Decree of -°,�
ORPHAN'S COURT Judee Dated: 3/30/10 =
X (A) This is the Annual Report for the period from 3/30/13 to 3/30/14
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(B) This the Final Report for the period from to
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 .
Judge. Dated
2. SUMMARY
A. State the value of the estate reported on the inventory $ 1.794.00
B. State the value(s) of principle assets at the beginning of the Report Period.
(Same as the inventory if this is the first report, otherwise, balance from last report)
$— 1,199.68
C. What is the total amount of income earned during the report period?
$ 20,542.27
D. What is the total amount of income and principle spent for all purposes during the
report period.
$ 16,695.37 .,
E. What are the balances remaining at the end of the report period?
1. Principle $
2. Income $
3. Total principle and income $ 2,647.22
THE ESTATE OF: LOUISE CARL
3. ADDITIONAL INFORMATION
(If more space is needed,please attach additional pages.)
A. Principle
1. How is the principle balance listed above currently invested? (Specify)
PAGA CUSTODIAL ACCOUNT H RESIDENT ACCOUNT AT FACILITY
2. Have there been any expenditures from principle during this report period?
Yes X No
If yes:
a. Have al all expenditures from principle been for the sole benefit of the
Incapacitated Person? Yes No
b. List the purpose and amount of expenditures:
SEE ATTACHED ALL TRANSACTION REPORT.
c. Was approval received prior to expending principle?
Yes X No
3. Were additional principle assets received during this report period that were not
included in the inventory or any prior report filed for the estate?
Yes X No
If yes:
a. Was court approval requested prior to receiving additional principle?
Yes No
b. State the sources and amounts of additional principle received:
B. Income
1. State sources of income received during the report period:
1. SOCIAL SECURITY
2. BLACK LUNG PENSION
Total income received during report period: $ 20.542.27
2. How is the income currently invested? (Specify)
PAGA CUSTODIAL ACCOUNT H RESIDENT ACCOUNT AT FACILITY
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Trust-Transaction History Page 1 of 1
-3/152013 3/152013 Social Security $625.60 $632.30 .;'
3/162013 3/162013 Patient Liability $632.30 $0.00-
4115/2013 4/152013 Social Security $825.60 $625.60'
( 41172013 4!172013 Pstlent Uabllity, $825.60 $0.00 i
it 6M42013 61142013 Penison $625.60 S625.61)
5/162013 6/162013 Patient Uability $625.60 $0.00+ B
6/192013 6M92013 Social Security $626.60 $825.60
6202013 6202013 Patient Li&Ny $826.60 $0.00
7/152013 7116/2013 Penison $625.60 $825.60
7/152013 7/162013 Patient Liability $626.60 $0.00: t
7/162013 71102013 Deposit $3,055.67 $3,055.67 ;
3 81192013 81192013 Patient UAW $3,681.27 ($825.60);
81192013 6/192013 Person $825.60 $0.00
9/112013 9/112013 Penison $825.80 $825.60
9/112013 91112013 Patient Uababy $625.60 $0.00
10/1412013 10/142013. Penison $626.60 $626.60 ..
11/1312013 11/132013 Deposit $625.60 $125120: .
111132013 11/132013 Patient Liability $1,251.20 $0.00 -..
r 12/16/2013 12/162013 Patent Liability $625.60
} 12/162013 121162013 Deposit $625.60 $0.00
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