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HomeMy WebLinkAbout04-15-15 �v G") c`�r� � � � Q fTl (-mj � � � � O [37 � � � � � -a.� � r— �, ANNUAL REPORT 0��� `�� �� "'' � °^'�_ � ;.t) ! GUARDIAN OF THE ES'�"AT'�+; � � <<; ��� `�7 � , :, _,, � _ -_ c� ` _, W �� � , -'i r-- COURT OF COMM�N PLEAS (:�F � '�' �' � cv CUMBERLAND COUNTY>PENNSY�_:��JANIA ORPHANS' COURT DIVISIO�1 Estate of Emily Anne Smoker _�.___, an Incapacitated Person No. 21-2012-00540 L INTRODUCTION Dawn Michelle Smoker _______. , was appointed �Plenary �Limited Guardian of the Estate by Decree of T�°On?�'_:A Placey CPJ J., , dated 6-14-2012 � A. This is the Annual Report for the period from J'-�ne�_�' , 2013 to ��� �� ,�(tlae "I�_�c port Period"); or 0 B. This is the Final Report for the period from_,_.____.__. � to , (k�ie "f�eport Period"),and is filed for the following reason: 1. The death of the Incapacitated Person. I;>ate �,�x:'death: Name of Personal Representative: __.v..._. 2. The Guardianship was terminated by the Coi.i�-t:by Decree of J., dated_`..__. Page 1 of 5 Form G-02 rev. 10.13.06 ��hr7i�r u� ir orn._� , , Estate of Emily Anne Smoker ___.__., An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 400.00 B. State the value(s)of principai assets at the beginnin�;c�f the Report Period. (Same as Inventory if first Repo�-t, otherwise, ending balance fram last Report.) $ 200.00 C. What is the total amount of income earned during tl�f� Report Period? $ 8,611.00 D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 8,319.00 E. What are the balances remaining at the end of the Repc�rt Period? l. Principal $ 20O�OC) 2. Income $ 292_:00 3. Total of Principal and Income $ 492.00 III. ADDITIONAL INFORMATION (If more space is needed,please attach additional page��.) A. Principal l. How is the principal balance listed above cl.ir�-entl:y invested? (Please specify,e.g., real estate, certificates of deposit, restricted bank accounts, c,tr.): Kept in a checking account 2. Have there been any expenditures from the prir�cipal during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . �Yes �No If yes: a. Have all expenditures from the principal b�;en for the sole benefit of the Incapacitated l�'ersc:►���? . . . . . . . . �Yes �No Form G-02 rev. 1013.06 Page 2 of 5 ,�,�i�i„u, n urir n , Estate of Emily Anne Smoker ___..__.., An Incapacitated Person b. List purpose and amount of expenditla�-�s: Food __� $ 6,500.00 Clothing �_ $ 450.00 Utilities $ 719.00 Misc.-medical,personal care items,entertairux_�ent _ $ 650.00 c. Was Court approval received prior ta expending the principal? . . . . . . . . . . . . . . . . . . . . . . �Yes �No 3. Were additional principal assets received durix�g t6��: Report Period which were not included in the Inventory or a prior Report filed for the Esta.te'? . , . . . . . . . . . �Yes �No If yes: a. Was Court approval requested prior t�� receiving the additional principal? . . . . . . . . . . . . . . • . ❑Yes ❑No b. State the sources and amounts of the additional principal received: $ __.�.__ $ ------- $ ------ $ _._�..__ $ B. Income l. State sources and amounts of income receiv�ed during the Report Period(e.g., Social Secur�i�y, pension, rents, etc.): $ Social Security Y`___. $ 5,586.00 Child Support �___ $ 2,760.00 SSP _ � _ $ 265.00 $ _.___.__. $ Total income received during Report P�;r•iod: $ 8,6t 1.00 Page 3 of 5 FormG-02 ren.10./3.06 �i;r�u ir nrir�n � � � .. . . .. Estate of Emilv Anne Smoker _.__.,.__._, An Incapacitated Person 2. How is income currently invested? (Please specify,e.g., restricted bank accounts, client care account, etc.): Checking Account-I try to carry a balance o�4iroui�u:i 200.00 in her checking account at all times for emergencie�s. C. Expenses for Care and Maintenance Specify what expenditures were made from the prin�ipal a�r•►d income for the care and maintenance of the Incapacitated Person(e.g., clothing, nursing home, medicine, sup�ac►rt> c��4;.): All expenditures from income were for food, clothin�;,ine��;iical expenses, entertainment, educational, occasional utilities, per:sc�nal c,�:�re items, and transportation needs of my daughter. The bulk is for foacl expenses. I paid our rent of 800.00 in full, as well many of the utility bills in�:�ca�r shared apartment. D. Other Expenditures Specify what other expenditures were made during tl�e Re�aort Period. (Do not include any items stated in respons�e to question C above.) E. Guardian's Commissions List amounts of compensation paid as Guardian's cc>ynmi,ssion and state how amount was determined: Court Amount Method of Determination Approval Obtained 0.00 .__, ❑Yes �✓ No _._�.._. �Yes �No Form G-Ol rev. 10.13.�6 Page 4 of 5 _ .__. Estate of Emily Anne Smoker _____,_,An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Caurt approval was obtained. Court Amount Approval Obtained _ la.�0 ❑Yes �No �Yes ❑No I verify that the foregoing information is correct to the �est c7i'my knowledge, information and belief; and that this Verification is subject to the pen.��lties of 18 Pa.C.S. § 4904 relative to unsworn falsification ta authorities. �� ,� ? t �`/�'�/�;,, t 4-6-15 � ��"�' Date Signature of Ga��ar�dian of the Estate Dawn M Si�nolt;�er Name of Guaref�'a�a c�1'tJ're Estale(rype or print) 104 Louisa Lari� Address Mechanicsl�ur��;, :PA 17050 ciry,srare,z,F� �. 717-737-�108 Telephone Page 5 of 5 Form G-02 rev./0.13.06