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HomeMy WebLinkAbout09-03-14 N ���V]l�Ii�AL R�PORT OT� � �, � rn ; GIJI�RDIA�1 O� TH� P�R�ON � � � ° � � r` �' '�"� G, � ; ''. cra :�', .... . ,, , pt'3 :�� .-� � ""O '�,7 —�7 . � _? � � �= C� ���RT�����0�������� � .a C'umb�land �Oi�'TY,PE�V[Nf�7�LV/�V7i �1 � =� ►-' � m _.., .� r- ORPH��VI��C'OLDRT DI�'I�ION , E-' �n -° � �e of�icole Hla�ac an In�iltatted Per�an �60. �g L I�'TRODIpCTI01� Dana and Ra�Hlawac ����� �Pl��ted Guardian of lthe Per�on by I�cree of J_Ol�r �J.a dated 8,/"31l2006 � �ll. Thi�i�tthe Aanaal Report for t�e period frvm ���l 2A13 �All��t 3l , 2014 (th�"R�t period'"�A or* ❑ B_ This i�the F'mal Report fo�td�period frvm tto (1�"Report Period�,and is flcd for t�e follo�ing rea.�: 1_ The dearb of td�e I�citated Person. Datte of dearh: 2_ T��uardiam�lrip��ed by the C'ourt by D�r�e of J.s dared l�'or a F"n�o/Rep�owal`�s II t�lrsorrgh li! ��,,.�yr ,,,�- e�.l�.� Pa�e 1 of� �of �icole Hla� an Incapa�ill�+ed P�an II. P�',R,SOAI'iAL DATA d��e of 1�he v��aCilt�d Person:�4 Date of BirII�_ ��`1988 IIL L1�PI�1'iG�IRR�IAI'iG�A�ATi"I'� � Ctiurent addr�of the Incapaci�Per�on: 314 C�arle�ton Green Aelal�emT PA 19355 B_ Tl�Incapacitalted Pe�onrs re�idenc�i�_ �o�en hame/'� �nu�ing h� �boarding home�per�onal c�home �Guardian'�hom�A ap�ent �hosPi�al a�r medical fa�bty �r+�lai�e's home�name�relarion�hip a�d addr�) �� c�x� C. The inca�itated Pe�on l�as been m tlhe�1t residence since �=2�12 . If 13te Incap�itated Pe�on l�m,�wed�sithm id�e Pa�t year,sttate pri�r+e�idence and��)far mo�e: ����r �.p.:.aa p.�..� Pa�e 2 of 4 �te of�icole Hla��ac ,an I���ci�ri�d P� D_ �ame and ad�of t�e Inc�apacital`ed Per�a�Fs primary�er. Melmark 2600�ayland Rd Bernr�na PA 19312 I� IlMI�DIC'a�lL,IIlV'iF'ORAoI�I'TT01'V'i d�_ The major medical or me.ntal pnobl�of ffie Incap�cil�alted Per�ar�e as follo�s: Alficole has�found i�Decltual di�abilil�es inclnding�D�'�DHDr(:'P,�i�i�u and OC'D due to a rac+�genetic defect. B_ �pecifj�whaltr if aular social,medic�p�cholo�ical and�pp�t�ices td� In�apacitated Peraon i�receiwing: In a�i�io�1to�uppo�lt�ices throngh�r group ho�e p��iderD�lficole i�m a �ocational progcam a1t�4lelmazk. 1'Le�gram includ�s sup�t�for�icole"s�h and beha�ioral ne0ds_ �. GUARDIa+IAIi'�OPI�V'iIO�Y A It is the opinion of the Guazdian of the Per�n t�hat lthe guardiau�hip�ha�uld: �crontmue Dbe moaifie�d ❑be ter�mm�t�d ��.� ,�:.B�r�.� Pa�e 3 of 4 �Ite of flVficole Hla�aac .an I�ilrated Pet�on. The r�a�ons fot ffie foregom�op�mon are: �i�7e AAicole is l�arnio��If caze and job�kill�she r�umable to car+�for her$elf a�d is dep��ent an di�r far her care and safelt�. B- Daring�e Past Yeazr 1�Guardian of tfie Per�on has�si�d 1�he Incapacitated Per�on 6 �witih the a�erage�risilt la�aing 37 �r 12 � The report o�a,socwl sen�ice orga�ation emPloped b�w'tlee G'var�to ower�see ar�d caorafi�ate tJ�e care of the h�cap�ociiul`ed Peraan far the periad cou+ened b�thi�Repvst ma�h�e at'tached to,s�pplement thxs.Repvrt. I�e.rify iChat tthe fc�going mfazma�on is cameclt 1to th�be�lt of m�lmo�wl�dgeS mfoimatian and belie�and tdrat this�deri6calhion is snbgect to the penallhres of 18 P�C_�� �4904 relal�e to uos�o�n f�lsific�rion ito a�ilie�. 9,�1/2013 �..... � �s.�,�.�,;�� Rose Hla�ac ��������� 42 Ke�s�ick Dr � Meclranic�biug„PA 17050 ��;.�� 71"D 258-5666 �� ��.� .,�:aa.l.�.� Pag�4 of 4 Supplement to Annua!Report of Guardian of t6e Person Person: Nicole Hlavac; Docket Nbr: 06-0608 Foliowing are the details regazding visits to Niki during the September l, 2013 to August 31,2014 timeframe. T�p Durati # Visit Start Visit End on Notes rs 1 11/28/2013 12/1/2013 78.75 Thanks ivin 2 12/23/2Q13 12/28l2013 117.5 Christmas 3 3/8/2014 3/8/2014 1.5 Luach 4 4/20/2014 4/20/2104 6.5 Easter 5 7/4/2014 7/4/2014 S.5 Niki's Birtlzda 6 8/24/2014 8I24/2014 10.5 Visit with Niki and sister Total visits=6 Total haurs=223.25 Average Per Visit: 37.21 hrs(37 ho�ars 12 minutes) � C � � rn � � � � � ANNUAL REPORT OF � -� � �., � GUARDIAN OF THE ESTATE �' � � �,,, � n � � �� . ;: � a �� :�, � --o �, -�, COURT OP COMMON PLEAS OF `^' � �' � � � �:::, c_ c� Cumberland COLINTY,PENNSYLVANIA � � ~' �-'�- m , ORPHANS' COURT DIVISION := , ,� �' �° Estate of Nicole Hlavac ,an Incapacitated Person No. 06-06U9 I. INTRUDUCTION Dana and Rose Hlavac ,was appointed �Plenary ❑Limited Guardian of the Estate by Decree of J. Oler �J.� dated 8�31/2006 � A. This is the Annual Report for the period from September 1 � 2013 to Au�ust,�1 .�014 (the"Report Period");or � B. This is the Final Report far the period from to (the"Report Period"),and is filed for the following reasan: 1. The death of the Incapa�itated Person. Date of death: Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J.,dated _ _ ______ � �o.�,c-oz ►�.�o.is.o6 Page 1 of 5 Estate of Nicole Hlavac An Incapacitated Persan II. SiJMMARY A. State the value of the estate reported on the Invenfory $ 0.00 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.) $ 1,359.93 C. What is the total amount of incorne earned during the Report Period? $ 8,801.03 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 9,204.77 E. What are the balances remaining at the end of the Report Period? l. P'rincipal $ 2. Income $ 956.19 3. Total of Principal and Income $ 956.19 III. ADDITIONAL INFORMATION (If more space is needed,please attach additional pages.) A. Principat 1. How is the principal balance listed above currently invested? (Please specify,e.g.,real estate, certificates of deposit,restricted bank accounts,etc.): Pennsylvania State Employee's Credit Union(PSECU)-Checking and Savings 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 Farm G-02 rev.10.13.06 Page 2 of 5 Estate of Nicale Hlavac .An Incapacitated Person b. List purpc>se and amount of expenditures: $ . See attached Cash Flow Statement for Details $ $ $ c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . . . . . �Yes �No 3. Were additianal principal assets received during the Report Period which were not included in the Inventory or a prior Report filed foF the Estate? . . : . . . . . . . . �Y�es �No If yes: _ a. Was Court�pproval rEquested prior'to receiving the additional principal? . . . . . . . . . . .. . . . . CI Yes 0 No b. State the sources and amounts�f the additianal principal received: $ $ � $ $ B. Incom� l. State sources and amounts of income received during the Report Period{e.g., S�cial Security, pension,rents, etc.}: SSI � 8,520.00 PA SSP $ 265.20 Interest . _ $ ' 0.83 PSECU Relationship Reward $ 15.00 $ _ $ Total income received during Repork Period: � g,soi.o3 Form G-OZ.rev.10.13.06 Page 3 of 5 Estate of Nicole Hlavac An Incapacita.ted Person 2. How is income currentIy invested? (Please specify,e.g.,restricted bank accaunts,client care account,etc.): Pennsylvania State Emptoyee's Credit Union(PSECtn G 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 attached Cash Flow Statement Total Expenses=$9,204.77 D. Other F.xpenditures Specify what other expenditures were made dnring the Report Period. (Da not include any items stated in response to question C above.) None E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Methvd of Determination Appr�oval Obtained None �J Yes �No �Yes �No F�,G-oz ��.�o.rs.o� Page 4 of 5 Estate of Nicvle Hlavac .An lncapacitated Person F. Counsel Fee List amounts paid as counsel fee,and indicate whether Court approval was obtained. Court Amount Approval Obtained 0.00 ❑Yes �No �Yes �No I verify that the foregoing information is correct to the best of my kn�wledge, information and belief;and that this Verific�tion is subject to the penalties of 18 Pa.C.S. §49Q4 relative to unsworn falsification to authorities. O1 Se�tember 2014 �¢ egnatnre ofGnardian oftireEstare Rose Hlavac Nanee ofGkardian of the B.#tde(type or prira) 42 Keswick Dr Aaaress Mechanicsburg,PA 17050 c�r�,sr�.�n 717-258-5666 r�rep�� Fo�n G-02 rev.I0.13.06 Page 5 of 5 a� � r � � � W 0 � 3 � � � � M CO N �� � N i�A m O � � � tA M +�+ � N 0 O O +� � � H3 M tp 00 •-' M WW � � l�3 d� d�? 00 � � O � p m O N Om0 O C �o O u7 C tti C O�Q � = � N � � � � � � � � z � -� � � 3 00 � A � c " a � � N � a � ax " � � � � ` o � �, d � _ � `° � �. 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