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HomeMy WebLinkAbout02-04-15 r1l C-) ANNUAL REPORT OF G-� C3 3, GUARDIAN OF THE ESTATE C73 COURTOF COMMON PLEAS OF ::D CmberlandCOUNTY, PENNSYLVANIA — ORPHANS' COURT DIVISION frrT1— CD C0 Estate of Tracy A. McHale an Incapacitated Person No. 21-08-0011 I. INTRODUCTION Michael & Karin McHale was appointed 011lenary 12 Limited Guardian of the Estate by Decree of M L Ebert, Jr- J., dated 02/12/2008 El A. This is the Annual Report for the period from January 1 2014 to December 31 2014 (the"Report Period");or 0 B. This is the Final Report for the period from — to (the "Report Period"),and is filed for the following reason-, I. The death of the Incapacitated Person. Date of death: Name of Personal Representative: 2. 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'S °'` Ci-0,A {? 3 *a � N"s, "' m ? - 3` .� 5''2 R'' "+`y,5y*' � .at,i 4 t w i n '�+��?'� t ° a } �" 'Pn ':: ,'U hr t $ . ,� ; � � t #fit a �y^ ar: 3 �. - e a 'f a v, ° 4r P i:v a "ah e`m, g .,z, 3 ti a .*�.,rNa �` dt� .d 19�'�2 -A u: i y ^> 4 Me'y 1 d `S.er X '� � 4�� p 6q k i } ,' t, " t 1 A � r;<yr ,;.� t ', h 4'jt .ti �N `ir`at',Ycj.is-2 " =moi d' .,�ai�,� t - d d Y 7E C ,l.e ..:3 7 $: t,t Sk. �rt'+F .v ,tea t h X��'h4 v 't+ i k �" a �. K i., X ,ok 4._ w 7 4 b e �» . 7 4 " A,� a r t r.G a r W � °�t""� �W dP`� _.` S' h �:.�: 4y 53 - f� ��� u P Ley c Go- .r ,:.�,r 5fb .;._4?3 �r. '. Estate of Tracy A. McHale ,An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 400,000.00 Met Life Annuity Policy 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.) $ C. What is the total amount of income earned during the Report Period? $ 15,120.48 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 15,120.48 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 400,000.00 2. Income $ .00 3. Total of Principal and Income $ 400,000.00 III. ADDITIONAL INFORMATION (If mare 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.): Met Life Annuity Policy 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 U No Foran G-02 rev. /ll./3.06 Page 2 of 5 Estate of Tracy A. McHale , An Incapacitated Person b. List purpose and amount of expenditures: c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . . . . . U Yes U 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? . . . . . . . . . . . 0 Yes ®No If yes: a. Was Court approval requested prior to receiving the additional principal? . . . . . . . . . . . . . . . . LJ Yes ❑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.): Annual distribution from Met Life $ Insurance Company annuity $ 15,120.48 $ Total income received during Report Period: $ 15,120.48 _ Form G-02 rev. 10.13.06 Page 3 of 5 i Estate of Tracy A. McHale , An Incapacitated Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Client care and savings accounts. 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.): See attachment - pages 8 and 9 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.) See attachment - pages 8 and 9 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 Yes ©No [-]Yes M No Form c-02 rev. 10.1106 Page 4 of 5 Estate of Tracy A. McHale An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained rJ Yes [3 No E3 Yes 0 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. alp/���� �A�� � �',����-�..- Dare Sighantre ql'Guardian qJ*1he Estate Michael J McHale / Karin M'-McHale Name ofGuardian ofrhe Estate(type or print) 218 Woods Drive Address Mechaniesburg PA 17050 City,State,Zip 717-766-0351 Telephone Form G-02 rev. 10.1.3-06 Page 5 of 5 Tracy A McHale No. 21-08-0011 Met Life Annuity - 2014 Annual Report of Guardian of the Estate January, 2014 12/30/2013 1260.04 check from Met Life -316.66 rent (third) ck815 12/30/2014 -35.73 Comcast (third) ck 816 1/3/2014 -21.69 PPL(third) ck 817 1/3/2014 -240.61 VISA ck 818 1/4/2014 -7.90 United Water electronic 1/7/2014 -41.84 Sheetz (gas) debit 1/11/2014 -102.60 Counseling ck 820 1/15/2014 -150.00 American Funds electronic 1/15/2014 -6.41 SunUp Exxon debit 1/15/2014 -7.28 7 Eleven store debit 1/16/2014 -75.00 Thirty One (purse party) debit 1/18/2014 -50.00 Leedy Abbey Counseling ck 821 1/19/2014 -6.52 Gulf debit 1/20/2014 -31.25 Gulf(gas) debit 1/24/2014 -94.50 Counseling ck 825 1/29/2014 -10.17 United Water ck 826 1/30/2014 -61.88 remains in checking 0.00 balance February, 2014 1260.04 check from Met Life 1/31/2014 -260.04 to Money Management Savings -316.66 rent(one third) ck 827 1/30/2014 -10.57 I-tunes debit 2/2/2014 -35.07 Comcast(one third) ck 828 2/5/2014 -26.45 PPL(one third) ck 829 2/5/2014 ` -40.26 1-tunes debit 2/6/2014 -19.24 Gulf(gas) debit 2/7/2014 -29.00 Giant debit 2/8/2014 -50.00 ATT phone debit 2/9/2014 -11.23 Counseling ck 830 2/11/2014 -31.62 Exxon debit 2/11/2014 -32.51 Giant debit 2/12/2014 -204.49 VISA ck 831 2/13/2014 -60.00 Reb Lobster debit 2/15/2014 -150.00 American Funds electronic 2/15/2014 17.10 used from checking 1 0.00 balance March, 2014 1260.04 check from Met Life 2/28/2014 -260.04 to Money Management Savings -316.66 Rent(one third) ck 834 2/27/2014 -7.38 I-tunes debit 3/4/2014 -215.77 VISA ck 835 3/5/2014 -6.41 SunUp Market debit 3/6/2014 -11.42 7 Eleven Store debit 3/7/2014 -11.72 K-mart(medicine) debit 3/10/2014 -10.26 Counseling ck 836 3/11/2014 -12.82 Gulf debit 3/11/2014 -54.00 ATT phone debit 3/12/2014 -34.42 Hess gas debit 3/14/2015 -35.48 Comcast(one third) ck 839 3/14/2014 -42.20 UGI (one third) ck 840 3/14/2014 -21.80 PPL (one third) ck 841 3/14/2014 -7.98 United Water(one third) ck 842 3/14/2014 -150.00 American Funds savings electronic 3/15/2014 -6.78 Sunoco debit 3/19/2014 -6.41 Kwick Fill debit 3/22/2014 -6.41 Gulf debit 3/24/2014 -31.79 Giant gas debit 3/27/2014 -8.20 Sheetz debit 3/28/2014 -2.09 remains in checking 0.00 Balance April, 2014 1260.04 check from Met Life 3/31/2014 -260.04 to Money Management Savings -316.66 Rent (one third) ck 847 3/31/2014 -10.58 McDonalds debit 4/2/2014 -94.50 Counseling ck 848 4/2/2014 -61.27 VISA ck 850 4/4/2014 -9.80 Debra Baseshore Wiest(taxes)ck 851 4/4/2014 -150.00 PA Dept of Revenue (taxes) ck 852 4/4/2014 -35.00 Gift Associates(tax prep) ck 849 4/7/2014 -9.45 Counseling ck855 4/15/2014 -150.00 American Funds electronic 4/15/2014 -7.30 Partners in Womens Healthcar ck 856 4/17/2014 -50.00 Karin McHale-food money ck 857 4/17/2014 -21.41 Exxon debit 4/20/2014 -13.20 Giant debit 4/22/2014 -34.70 Sheetz(gas) debit 4/27/2014 -100.00 Karin McHale (shoes,bras-Kohl: ck 860 4/27/2014 2 63.87 used from Money Management 0.00 Balance May, 2014 1260.04 check from Met Life 4/30/2014 -260.04 to Money Management Savings -316.66 Rent(one third) ck 863 4/29/2014 -5.29 Sunoco debit 5/1/2014 -53.57 VISA ck 864 5/3/2014 -36.00 PA Dept of Transporation ck 865 5/3/2014 -10.76 Subway debit 5/6/2014 -3.17 I-tunes debit 5/7/2014 -12.70 Giant debit 5/7/2014 -5.19 McDonalds debit 5/7/2014 -75.19 ATT phone debit 5/12/2014 -32.93 Gulf debit 5/12/2014 -3.17 I-tunes debit 5/12/2014 -28.02 Exxon debit 5/14/2014 -150.00 American Funds electronic 5/15/2014 -50.00 Reb Robin debit 5/21/2014 -5.52 Turkey Hill debit 5/21/2014 -57.79 Rutter's debit 5/22/2014 -25.00 Chris McBride-wedding ck 866 5/25/2014 -6.48 Turkey Hill debit 5/25/2014 -3.17 I-tunes debit 5/26/2014 -31.00 Angel Nails debit 5/29/2014 -50.00 Karin McHale-food money ck 868 5/29/2014 -38.39 remains in checking 0.00 Balance June, 2014 1260.04 check from Met Life 5/31/2014 -260.04 to Money Management Savings -316.66 rent (one third) ck 869 5/31/2014 -19.20 Giant debit 6/1/2014 -35.99 Quaker Steak& Lube debit 6/1/2014 -34.06 Sunoco gas debit 6/2/2014 -22.33 Walmart debit 6/2/2014 -192.67 VISA ck 871 6/3/2014 -6.34 McDonalds debit 6/6/2014 -7.30 7 Eleven Store debit 6/6/2014 -14.64 Sheetz debit 6/9/2014 -21.19 ATT store debit 6/10/2014 -54.00 ATT phone debit 6/10/2014 -11.16 Gulf debit 6/10/2014 -150.00 American Funds electronic 6/15/2014 3 -82.00 West Shore Dentistry ck 873 6/26/2014 -5.82 Sunoco debit 6/27/2014 -38.30 Sheetz debit 6/29/2014 -6.48 Express Mart debit 6/30/2014 18.14 used from Money Management 0.00 Balance July, 2014 1260.04 Check from Met Life 6/30/2014 -260.04 to Money Management Savings -316.66 Rent ck 872 6/30/2014 -50.00 Karin McHale-food money ck 878 7/1/2014 -54.00 ATT phone debit 7/2/2014 -33.90 Sheetz debit 7/3/2014 -186.05 VISA ck 880 7/4/2014 -24.12 Dickey's BBQ debit 7/5/2014 -8.95 ABC West Bowling Center debit 7/6/2014 -10.77 Turkey Hill debit 7/6/2014 -6.34 That's A Pizza debit 7/7/2014 -36.54 Toys R Us debit 7/9/2014 -11.10 Toys R Us debit 7/9/2014 -18.01 Office Max debit 7/9/2014 -28.48 Giant debit 7/11/2014 -10.07 Target debit 7/12/2014 -150.00 American Funds electronic 7/15/2014 -50.00 Karin McHale-food money ck 881 7/21/2014 -8.07 K-Mart(medicine) debit 7/29/2014 3.06 used from checking 0.00 balance August, 2014 1260.04 Check from Met Life 7/30/2014 -260.04 to Money Management Savings -316.66 Rent ck 884 7/30/2014 -17.85 Giant debit 8/2/2014 -17.92 Rutter's debit 8/3/2014 -31.80 Dick's Sporting Goods debit 8/3/2014 -19.61 Red Robin restaurant debit 8/3/2014 -36.60 Sheetz debit 8/6/2014 -38.13 CVS store debit 8/6/2014 -37.60 Brewhouse Grille debit 8/10/2014 -54.00 ATT phone debit 8/12/2014 4 -150.00 American Funds electronic 8/15/2014 -122.07 VISA ck 890 8/15/2014 -8.16 Sports Emporium Golf debit 8/17/2014 -19.22 Hoss's Restaurant debit 8/20/2014 -23.67 Walmart debit 8/20/2014 -35.00 Sunoco debit 8/22/2014 -12.58 Dairy Queen debit 8/22/2014 -6.48 Express Mart debit 8/23/2014 -29.26 K-Mart(medicines) debit 8/27/2014 -27.07 Giant debit 8/31/2014 3.68 used from checking 0.00 balance September, 2014 1260.04 Check from Met Life 8/31/2012 -160.04 to Money Management Savings -316.66 Rent ck 894 8/30/2014 -68.37 VISA ck 895 9/4/2014 -7.52 Turkey Hill debit 9/5/2014 -40.00 ATM withdrawal electronic 9/6/2014 -33.17 Rutters debit 9/7/2014 -54.00 ATT phone debit 9/8/2014 -16.04 New Kingstown Market debit 9/10/2014 -14.07 Hoss's Restaurant debit 9/11/2014 -7.52 Walmart debit 9/11/2014 -32.75 Sunoco gas debit 9/12/2014 -50.00 Karin McHale-food money debit 9/13/2014 -6.48 Turkey Hill debit 9/14/2014 -6.48 Gulf debit 9/15/2014 -150.00 American Funds electronic 9/15/2014 -6.48 Gulf debit 9/18/2014 -24.00 Red Lobster debit 9/18/2014 -15.10 Red Robin Restaurant debit 9/18/2014 -6.48 Giant debit 9/20/2014 -45.00 Appalachian Brewing Company debit 9/20/2014 -10.38 Giant debit 9/21/2014 -23.18 Best Buy(phone charger) debit 9/24/2014 -10.84 Walmart debit 9/25/2014 -8.86 Kmart(medicines) debit 9/26/2014 -25.00 New Kingstown Market debit 9/26/2014 -28.57 Arby's debit 9/28/2014 -102.25 ATM for music festival debit 9/28/2014 9.20 used from checking 0.00 balance 5 October, 2014 1260.04 Check from Met Life 9/30/2014 -260.04 to Money Management Savings -316.66 rent (third) ck 899 9/30/2014 -38.33 VISA ck 900 10/1/2014 -19.43 Turkey Hill debit 10/3/2014 -9.65 Meadows Custard House debit 10/3/2014 -50.00 Progressive Insurance (car) ck 901 10/6/2014 -50.00 Texas Roadhouse Restaurant debit 10/9/2014 -35.11 Sunoco gas debit 10/9/2014 -89.67 Walmart debit 10/12/2014 -50.00 Karin McHale-food money ck 906 10/15/2014 -150.00 American Funds electronic 10/15/2014 -11.99 Bed Bath & Beyond debit 10/16/2014 -30.80 Turkey Hill debit 10/19/2014 -34.40 Peace Nails debit 10/26/2014 -11.97 Giant debit 10/28/2014 -8.87 K-mart (medicines) debit 10/29/2014 -30.00 Gulf gas debit 10/29/2014 -63.12 remains in checking 0.00 balance November, 2014 10/30/2014 1260.04 check from Met Life -660.04 to Money Management Savings -250.00 Karin McHale- rent ck 907 11/1/2014 -20.34 Chick-f-lit debit 11/1/2014 -9.54 Starbucks debit 11/1/2014 -6.48 Puff Stuff debit 11/2/2014 -13.00 Marysville Diner debit 11/2/2014 -64.28 VISA ck 908 11/4/2014 -28.60 Sunoco gas debit 11/5/2014 -54.00 ATT phone debit 11/7/2014 -22.33 Red Robin Restaurant debit 11/8/2014 -25.57 Marysville Diner debit 11/9/2014 -17.62 Bonefish Grill debit 11/12/2014 -29.82 Turkey Hill debit 11/13/2014 -31.89 Walmart debit 11/14/2014 -150.00 American Funds electronic 11/15/2014 6 150.00 from Money Management Savings 11/19/2014 -16.00 West Shore Dentistry ck 913 11/30/2014 -22.24 K-Mart(medicines/shopping) debit 11/30/2014 11.71 used from checking 0.00 balance December, 2014 1260.04 check from Met Life 12/1/2014 -760.04 to Money Management Savings -250.00 Karin McHale-rent ck 914 12/1/2014 -6.70 Gulf debit 12/4/2014 -29.10 Giant gas debit 12/6/2014 -60.00 Black n Bleu Restaurant debit 12/6/2014 -19.00 Marysville Diner debit 12/7/2014 -377.59 VISA ck 915 12/11/2014 400.00 transfer from Money Management 12/11/2014 -15.00 Ashley Hock(Jessie's wedding) ck 916 12/15/2014 -150.00 American Funds electronic 12/15/2014 7.39 used from checking 0.00 balance 7 Tracy A McHale No. 21-08-0011 Met Life Annuity-2014 Annual Report of Guardian of the Estate 2014 SUMMARY $15,120.48 Annual Income from Met Life Insurance Company Annuity Annual Expenses 2013 -3660.44 to Money Management savings 632.01 transfer from Money Management savings -3666.60 rent (at apartment&at home) -106.28 Comcast cable -69.94 PPL electric -26.05 United Water Company -42.20 UGI Gas Company -1825.07 VISA -470.38 ATT Phone service & products -208.18 Sheetz Convenience Store&Gas -93.87 SunUp Exxon Market&Gas -169.99 Gulf Gas&Convenience Store -269.73 Giant Food Store &Gas -47.38 Hess Express Mart&Gas -183.41 Sunoco Gas Station -6.41 Kwick Fill Gas Station (cigarettes) -116.82 Turkey Hill Convenience Store -108.88 Rutter's Farm Store &Gas -26.00 7 Eleven Store -41.04 New Kingstown Market -50.00 Leedy,Abbey Counseling -322.54 Pennsylvania Counseling Services -1800.00 American Funds Savings -75.00 Thirty One (purse party) -67.72 I-tunes purchases -562.24 Shopping(Kohl's,Walmart, Kmart, Best Buy, CVS, etc) -672.12 Restaurants,fast food, pizza 8 -300.00 Karin McHale-food money -194.80 Debra Wiest, PA Dept Revenue, Gift Associates(taxes&tax preparation) -105.30 medical care (Partners in Women's Health, Dentist) -36.00 Commonwealth of PA-car registration -40.00 Gifts (Chris McBride,Ashley Sarabok) -65.40 Nails -17.11 Entertainment(Bowling,Sports Emporium) -50.00 Progressive Car Insurance- policy adjustment -142.25 ATM withdrawals(spending money, music festival) -165.48 remains in checking 52.14 used from checking -$15,120.48 TOTAL Annual Expenses 2013 0.00 NET 9