HomeMy WebLinkAbout01-29-15 RECORDED OFFICE OF
REGIS` EM OF WILLS
ANNUAL REPORT OF 7015 JN �9 30
GUARDIAN OF THE ESTATE
CLEF' OF
ORPHANS' CC`: t
COURT OF COMMON PLEAS OF C U M 'r.F,,i
Cumberland COUNTY,PENNSYLVANIA
ORPHANS' COURT DIVISION
Estate of Jeffrey Alan Bedard , an Incapacitated Person
No.21-12-1153
I. INTRODUCTION
Kelly Ann Landis ,was appointed
✓1 Plenary []Limited Guardian of the Estate by Decree of Thomas A. Placey J
dated January 7 2013
F/ A. This is the Annual Report for the period from ,
to , 2014 (the"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 Personal Representative:
2. The Guardianship was terminated by the Court by Decree of
J., dated
Form c-02 rev.10.13.06 Pagel of 5
Estate of Jeffrey Alan Bedard ,An Incapacitated Person
II. SUMMARY
A. State the value of the estate reported on the Inventory $ 2,942.23
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.) $ 2,942.23
C. What is the total amount of income earned during the
Report Period? $ 4,783.97
D. What is the total amount of income and principal
spent for all purposes during the Report Period? $ 12,973.22
E. What are the balances remaining at the end of the Report
Period?
1. Principal $ 2,942.23
2. Income $ 0.00
3. Total of Principal and Income $ 2,942.23
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 portion is personal belongings,the balance is in a restricted savings account.
2. Have there been any expenditures from the principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes ✓1 No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . ❑Yes ❑No
Form c-02 rev. 10.13.06 Page 2 of 5
Estate of Jeffrey Alan Bedard ,An Incapacitated Person
b. List purpose and amount of expenditures:
c. Was Court approval received prior to
expending the principal? . . . . . . . . . . . . . . . . . . . . . . . ❑Yes O No
3. Were additional principal assets received during the
Report Period which were not included in the
Inventoryora prior Report filed for the Estate.
P p ? . . . . . . . . . . . 0 Yes R1 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:
B. Income
1. State sources and amounts of income received
during the Report Period(e.g., Social Security,
pension,rents, etc.):
Social Security $ 8,328.00
$
$
$
$
$
Total income received during Report Period: $ 8,328.00
Form c-02 rev.10.13.06 Page 3 of 5
Estate of Jeffrey Alan Bedard ,An Incapacitated Person
2. How is income currently invested? (Please
specify,e.g.,restricted bank accounts, client
care account, etc.):
Not applicable
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.):
Rent,food,utilities,insurance,dental work,doctor appointments,clothing,spending money.
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.)
None
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 rl Yes F1 No
rl Yes [:]No
Form G-02 rev.10.13.06 Page 4 of 5
Estate of Jeffrey Alan Bedard ,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 0 Yes n No
n Yes F1, 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.
January 26, 2015
Date ignature rdi oft a Estate
Kelly A. Landis
Name of Guardian of the Estate(type or print)
423 Main Street
Address
York Springs PA 17372
City,State,Zip
717-528-7357
Telephone
Form G-02 rev.10.13.06 Page 5 of 5