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Home My WebLink About01-09-15 (2) ;� � R,�er--v set Form� • � �a � o `_" � i� � c:� ..� � � o • r..� � c-� =` c1� a�.� _.,, � � ...� �:� ..�- �.,.i � .._,.; r�°7 -._ � _.., ::, c�-:, • � c� �vNuaL u�PouT aF � f= ' �,; � _! =n ; , -: GUARDIAN OF THE E5TATE , �_; �, c-Y= �; � ... _� � Q N `r'i COURT OF COMMON PLEAS OF Cumberland COUNTY,PENNSYLVArIIA ORPHANS' COURT DIVISION Esta�e of TIEN KHAI TRAN , an Incapacitated�'erson N�,, 21-12-1251 I. INTRODUCTION Ut Michael K. Tran and I�imQui T. Tran ,was appointed �Plenary ❑Limited Guardian of the Estate by Decree of �• L. Ebert, 7r. � J., dated NJ A. This is the Annnal Report for the period from 31 MarCh , 2014 to 31 December , 2014 (t1�e"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 Persanal Representative: 2. The Guardianship was terminated by the Court by Decree of J., dated Form G-O2 rev.10.13.(16 Page 1 af 5 �A Estate of TIEN KHAI TRAN ,An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory � 8,239.00 B. State the value(s) of principal assets at the beginning of the Report Period. (Same as Inventory if first Report, 1 152.00 otherwise, ending balance from last Report.) $ � C. What is the total amount of income earned during the Report Period? $ 7,087.00 D. What is the total arnount of income and principal spent for all purposes during the Reporc Period? $ 7,808.00 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 431.00 2. Income $ 3. Tatal of Principal and Income � 431�ao III. ADDITIONAL INFORMATION (If more space is needed,please attach additional pages.) A. Principal 1. How is the principal balance listed above cunently invested? (Please specify, e.g., real estate, certificates of deposit, restricted bank accounts, etc.): 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 Form G-02 rev.10.13.06 Page 2 of 5 Estate of TIEN k:HAI TRAN , An Incapacitated Person b. List purpose and amount of expenditures: Clothes&Shoes � 703A0 Activities of Daily L,iving Education,Sensory&Behavior,Socials $ 2,736.00 Personal Care&Therapeutic Music/Speech � 2,360.00 Ttierapeutic Fitness&Medicai/Pl-�armacy � 1,644.00 c. Was Court approval received prior to �/ expending the principal? . . . . . . . . . . . . . . . . . . . . . . . ❑Yes m No 3. Were additional principal assets received during the Report Period which were not included in the Inventory or a priar Report filed for the Estate? . . . . . . . . . . . �Yes �No If yes: a. Was Court approval requested prior to �/ receiving the additional principal? . . . . . . . . . . . . . . . . ❑Yes l�No b. State the sources and amaunts of the additional principal received: $ $ $ $ $ B. Income 1. State sources and amounts of income received during the Report Period(e.g., Social Security, pension,ren�s, etc.}: 7,087.00 Social Security S,,;pp le►�enf�I 5��.1,�ri}�11r�ccmC'�SSY�$ $ $ $ $ $ Total incom�received during Report Period: $ 7,087.00 ° F��„c-n2 rP�. lo.r 3.oh Page 3 of 5 , Estate of TIEN KHAI TRAN , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc,): Representative Payee Bank Account C. Expenses for Care and Maintenance Specify what expenditures were made from the prir�cipal and income for the care and maintenance of the Incapacitated Person(e.g., clothing,nursing home,medicine, support, etc.): Clothes & Shoes Activities of Daily Living - Education, Sensary & Behavior, Socials Personal Care Therapeutic Music/Speech Therapeutic Fitness Medical/Pharmacy D. Other Expenditures Specify what other expenditures were made during the Report Period. (Da not include any items stated in response to question C above.) E. Guardian's Cammissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained -0- �Yes �No a Yes ❑No Fo�c-o� rev. 10.13.06 Page 4 of 5 . Estate of TIEN KHAI TRA.N ,An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained 365.00 �yes �No �Yes �No I verify that the faregoing infarmation is correct to the best of my knawledge, information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. � 4904 relative to unsworn falsification to authorities. � ��C�� y --rV-�Z,V�� 5 January 2015 ,�, �.j`T, ,,/��2�tv� �� Date Signature ofCr�rardinn oflhe Estate Ut Michael K. Tran and KimQui T. Tran Name of Guardian oj�the E.rtate(type or prznt) 508 Ellen Road Address c�� x�ll, Pa l�ol l Ciry.Stare,Zip 717-731-1677 Telephone Form G-02 rev. 10.13.06 Page 5 of 5