HomeMy WebLinkAbout02-27-15 ANNUAL REPORT OF
GUARDIAN OF THE ESTATE
COURT OF COMMON PLEAS OF
Cumberland COUNTY,PENNSYLVANIA ,.,
ORPHANS' COURT DIVISION , 70 f7l
o C-;)
C)
Estate of Todd Stewart Thomas,Jr.
an.Incapacitated'Person
No. 21-2011-0046
m
RJ U7
(7)
I. INTRODUCTION
Todd S. Thomas, Sr. &Tabitha C. Thomas was appointed
Plenary rl' Limited Guardian of the Estate by Decree of J. Wesley Ohler J.,
dated March 1, 2011
A. This is the Annual Report for the period from Friday, February 28 2014
to Friday.February 27 , 2015 (the"Report Period"); or
M B. This is the Final Report for the period from I
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 G-02 rev.10.13.06 Page I of 5
Estate of Todd Stewart Thomas,Jr. ,An Incapacitated Person
H. SUMMARY
A. State the value of the estate reported on the Inventory $ 940.65 hu i liku.
B. State the value(s) of principal assets at the beginning of �,2
the Report Period. (Same as Inventory if first Report,
otherwise, ending balance from last Report.) $ 511.27 5a e''"
C. What is the total amount of income earned during the p��t
Report Period? $ 6,090.40
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 5,620.24 s p„fi
E. What are the balances remaining at the end of the Report
Period? �y1
1. Principal $ 0.00 ,t���"
2. Income $ 470.16
3. Total of Principal and Income $ 470.16
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.):
A basic,non-interest bearing, checking'account that receives direct deposits
for his monthly SSI benefits.
2. Have there been any expenditures from the principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes C3 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . Yes rl, No
Form G-02 rev.10.13.06 Page 2 of 5
Estate of Todd Stewart Thomas,Jr. ,An Incapacitated Person
b. List purpose and amount of expenditures:
Clothing,educational,medical,health,leisure& $
interest,basic living needs. $
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? . . . . . . . . . . . r Yes No
If yes:
a. Was Court approval requested prior to
receiving the additional principal? . . . . . . . . . . . . . . . . ❑Yes 0 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.):
SSI 480.67 monthly Mar.-Dec.2014 US Treasury $ 4,806.70
SSI 25.53 monthly Mar.-Dec.2014 Cmnwlth.of PA $ 255.30
SSI 488.67 monthly Jan.-Feb.2015 US Treasury $ 977.34
SSI 25.53 monthly Jan.-Feb.2015 Cmnwlth.of PA $ 51.06
Total income received during Report Period: $ 6,090.40
Form c-02 rev.10.13.06 Page 3 of 5
Estate of Todd Stewart Thomas,Jr. ,An Incapacitated Person
2. How is income currently invested? (Please
specify, e.g.,restricted bank accounts, client
care account,etc.):
A basic,non-interest bearing ,checking account that receives direct
deposits for his monthly SSI benefits,for his expenses.
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.):
Clothing, shoes,medical copayments not covered by insurance, . Basically,his
living expenses.
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.)
Basic living expenses, leisure and hobby related activities, educational,and gym
membership dues.
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
0.00 0 Yes 0 No
0.00 n Yes 0 No
Form c-02 rev.10.13.06 Page 4 of 5
Estate of Todd Stewart Thomas,Jr. ,An Incapacitated Person
F. Counsel Fee
List amounts paid as counsel fee, and indicate whether Court approval was obtained.
Court
Amount Approval Obtained
0.00 Yes Q No
0.00 Yes = 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.
J :], /'� WV,-2,)
Date Si ature of Guardian of the Est e
Todd S. Thomas, Sr. &Tabitha C. Thomas
Name of Guardian of the Estate(type or print)
80 Sunnyside Drive
Address
Carlisle,PA 17015
City,State,Zip
717-620-8051
Telephone
Form G-02 rev.10.13.06 Page 5 of 5