HomeMy WebLinkAbout02-20-15 (2) .
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ANNUAL REPORT OF N I ;
GUARDIAN OF THE ESTATE U
,
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COURT OP COMMON PLEAS OF � �� � .� ,�
CUMBERLAND COUNTY, PENNSYLVANIA � � � '�
ORPHANS' COUR1'DI V I SION
Esta[e of Mildred M. Sitlinger
, an Incapacitated Person
No. 11-0976
I. INTRODUCTION
Janell R. Hoose , was appointed
0 Plenary ❑Limited Guardian of the Estate by Dec�ee of Honorable M.L. Ebert,Jr. �
dated December 2, 2011
� A. This is the Annual Report for the period from December l, 2013
to December 31 2074 , (the`Bepon Period"); or
❑ B. This is[he Final Report for[he period from �
�� , (the"Report Period"), and is filed
for the following reason:
l. "I'he death of the Incapacitated Person. Date of death:
Name of Personal Representative:
2. The Guardianship was termina[ed by the Court by Decree of
1., dated
ro,,,,r,�z ,��.�. �o_is.oe Page I of 5
�
Fstate of Mildred M. Sitlinger ,p� ���ypacitated Person
❑. SUMMARY
A. Sta[e the valuc of the estate reportul on the Inventory $ 417 OS I 49
B. State the value(s) of principal essets at the beginning of
thc Report Period (Same as Inventory if first Report,
otherwise. ending balance from last Report.) $ 261,275.55
C. W hat is thc total amount of incomc eamcd during the
Report Period? - $ 18,702.81 �
D. What is the rotal amou�t of incomc and principal
spent for aIl pu�poses during thc Report Period? $ 56,33437
E. What are the balances remaining at the end of the Report
Period?
I. Principal $ 223,643.99
2. Income $ 0.00
3. Total of Principal and Income $ 223,643.99
lll. ADDITIONAL INFORMATION
(/jmore spoce is needed,please altach additional poges.)
A. Principal
1. How is the principal balance listed above currently
invested? (Please specify, e,g., �eal esta[e,
certifieates of deposit, restrio[ed bank accoun[s, e[c.):
Checking Account $ 1154.53
Savings Account 164.15
Money Market 17299.19
CD's 165627.95
Tradi[ionallRA 39398.17
2. Have there been any expenditures from the principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes ❑No
!f ycs:
a. Have all expendimres from the principal been for
[he sole benefit of[he [ncapacitated Person? . . . . . . . . 0 Yes �No
Fo.m c-ua .m.iq�3.oe Page 2 of 5
Esta[e of Milciced M. Sitlinger , An Incapacita[ed Person
b. Lis[purposeandamountofexpendiNres:
See auached spreadshcet $ 55,986.51
10%IRS taxes on[RA,s $ 347.86
�
$
c. Was Court approval rceeived priorio
expending the principal? . . . . . . . . . . . . . . . . . . . . . . . ❑� Yes ❑No
3. Were additional principal assets received during [he
Report Period which were not included in Ihe
Inventory or a prior Repor[filed for the F,state? . . . . . . . . . . . ❑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:
$
$
$
$
$
H. Income
L State sourecs and amounts of income received
during the Repor[Period (e.g., Sucial SuuriTy,
pension, rents,e[c.):
Social Sccwiry $ 16,022.00
Inmrest $ 2.315.13
Misdrefunds $ 365.68
$
$
$
Total income received during Report Period: $ �s,7oz.s�
r�o.,,,c�a ,,:,�_m.�s.oa Page S of 5
Estate of MILDRED M SITLINCSR , qn Incapacitated Person
2. How is inwme curre�tty invested? (please
specify,e.g., restricted bank accouots,client
care aceouny etc.):
N/A
C. Expenses tor Care and Maiutenance
SpeciCy wha[expenditures were made from[he principal and
income for the eare and maintenance of the Incapaeitated
Person (e.g., elothing nursing home, medicine, support, etc.):
See spreadsheet for breakdown of expenses
D. Other Expendi[ures
Specify what o[her expendi[ures were made during the Report
Period. (Do not include any items stated in response to
question C above.)
See spreadsheet for breakdown of expenses.00
E. Guardiads Commissions
[.ist amoun[s of compwsa[ion paid as Guardian`s commission
and state how amount was determined:
Court
Amoun! Me(hodofDetermination ApprovalObtained
O.UO ❑Yes ❑No
❑Yes ❑Nu
r�m,��r,-oz .e,�_m_�3.o� Page 4 of 5
Estate of Mildred M. Sitlinger
, An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
000 �Ycs ❑No
❑Yes ❑ No
I verify tha[ the foregoing information is correct to the best of my knowledge,
information and belicf; and that this Verificatio� is subject to the penalties of 18 Pa.C.S. § 4904
relative to unswom falsiCca[ion to authorities.
F � .3C X�/ � ��C�� �
�� �-._a._�
n�n� , srg,amie Ie�n.ma�/eheenme
Janell R. House
N"ome ofGvordian o/Me 6amrc(ryve��pr�nq
413 Park View Drive
dddreu
Harrisburg, PA 17110
cu��.s«,e.z,o
717-979-4208
rei�v�,o�e
r��,,,c-0a ,r,._m.�s.oe Page 5 of 5
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