HomeMy WebLinkAbout05-11-15 (2) .�— a m
o °" m o
cp -a no
� y �
i� v -� � ��
�.i 1- � i�
ANNUAL REPORT OF `- �� �'l- ` "
GUARDIAN OF THE ESTATE �� �n'
� :::. z�
� � m
r o
COURT OP COMMON PLEAS OF � ' o `r' -n
CUMBERLAND COIJNTY, PENNSYLVANIA � �
ORPHANS' COURTDIVISION
Estate of Georgia D. Johns[one , an Incapaci[ated Person
N�. 2 L09-00377
I. INTRODUCTION �
Gary 1. Muccio , was appointed
�Plenary ❑Limited Guardian of the Estate by Decree of �� W�sley Oler,Jr. �
dated �une IQ 2009
0 A. This is the Auuual Report for[he period Crom April 1 2014
to Mareh 31 , 2015 (the`Report Period"); or
❑ B. This is[he Fival Repurt for[he period tiom ,
to , (thc "Rcport Pcriod"),and is filed
tor the following mason: �
I. Thc dcath ofthc Incapacitatcd Pcrson. Datc ofdcath:
Name of Personal Representative:
2. Thc Guardianship was terminated by the Court by Dccrcc of
1., dated
Fo.,,�r,-oJ .a.�. io.�i.oe Page 1 of5
✓
F.s[ate of Gcorgia ll. Johnstone , An Incapacitated Pcrson
❑. SUMMARY
A. State the value of the estate reported on thc Inventory $ 717,670.63
B. Sta�e the value(s) ofprincipal assets at the beginning of
[he Report Period. (Same as Inventory if firs[Rcport,
otherwise, cnding balance from last Rcport.) $ 132 027.66
C. What is the total amount of income earned during thc �
Report Period? $ 17,57639
D. Wha[ is[he tolal amount of income and principal .
spen[ for all purposes during the Report Period? $ 130,352.57
E. What are the balances remaining a[the end of the Report
Period'?
I. Principal $ 19251.48
2. Income $ .
3. Total of Principal and Incomc $ 19,251.48
III. ADDI1'IONAL INFORMA'CION
(Ijmore space is neerted,please attach additionnl pages.J
A. Yrincipxl
I. How is the principal balance listed-above curtenUy
invested? (Plcasc specify, e.g., real es�ate, �
certifieates oCdeposi[, restrieted bnnk accounts, ctc.): �
Orrstown Baok SO+Checking Account NI46001716
Ortstown Bank Money Markc[Accuunt #146001724 �
Orrs-tuwo Bank Chccking Account#146002544
2 Have there been any expenditures Gom the principal
during the Repor[ PerioJ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes ❑No
I f yes:
a. Have all expendi[ures from [he principal been for
[he sole benetit oPthe Incapacitatud Person? . . . . . . . . m Yes ❑ No
Fo.m c-nz .e�.. �o.r3.oe Page 2 of�
Es[ate of Gcorgia D. 7ohnstone , An Incapacitaled Pcrson
rne .�..ome ,s cons��,ea eeeo�e pa��.aa� .., �uea m: ve�s��ai �a�e a�a ma.nce�a��e.
b. ListpurposeandamountofexpendiWres:
Nursing Hnme Facili�y $ 106,785,79
Pcrsonnl Carc $ 11,196.00
Ileallh Insorence $ 3,373.56
Prescnptions/Medicol $ �,�q�.2}
S�pplies/CLaehl�g 9 695_1]
c. Was Court approval received prior to
expending[he principul'? . . . . . . . . . . . . . . . . . . . . . . . ❑Yes 0 No
3. Were addi[ional principal asse[s received during[he
Report Period which were no[ included in [he .
Invenlory or a prior Repor[ filed for the Es[atc? . . . . . . . . . . . ❑Yes [�'No
I f yes:
a. Was Court approvul requested prior[o �
receiving the addi[ional principal4 . . . . . . . . . . . . . . . . ❑Yes ❑No �
b. Sta[e the sourecs and emounts of the
additional principal received:
$
$
$
$
$
B. Income
I. State sources and amounts of income received
during the Roport Period (e.g., Social Sccurity,
pension, rents, etcJ:
Social Sccu�ity Benefi�s $ 17,564.03
Ortsrown Bank Accoonte $ q,9p
SIPCOI�ves�mentUmke�ageAwoun� $ � 73R
$
$
$
'fotal income received durine Report Period: $ �7.57639
a��mc-oa .eo. m.ie-ns Page 3 of 5
Estatc of GeorCia D. 7ohnstone � , An Incapacitated Person_
2. Ilow is income currently inves'led? (Plcasc
specity, e.g., restricted bank accoums, clicnt -
care aeeoun[, ete.): �
Orrs[own Bank 50+ Checking Account it 146001716
Orrs[own Bank Money Markc[ Accoim[#146W 1924
Orzstown Bnnk Checkiog Account#146002544
0. Ezpenses Cor Care aud Main[enancc
Specify what expendi[ures were madc trom the principal and
income for the care and inaintenance of the Incapacitated
Person (e.g., clothing, nursing hbme, medicine, suppori, etc J:
Nursing Home Faciliry $ 106,785.79
Personal Care 11.I96.00
]Iealth Insurance � 3,373.56
Proscriptiuns/Medical 1 J 41.23 �
Supplies/Clothing 695.13 �
D. Other Cxpenditures
Specify wha[othcr expendi[ures were made during the Repor[
Period. (Do not include any items stated in response to
qucslion C above.)
CPA -Tax Preparation Fec $ 165.00
Bond Prcmium 1,088.00
Sipco- Investment Expenses/Costs 407.86 �
E. Guardian's Commissions
Lis[amounts of compcnsation paid as Guardiads commission
and stale how emount was determined:
Cn[mt
Anaount MelhodofDetermination ApprovalOb(ained
1,260.00 Hourly (a�rate/hoor � ❑Ycs �No
❑Yes ❑No.
rn.�,�c-m .�„ io_�soc Page 4 of 5
Estatc of Georgia D. Johnstone , An Incapaci[a[ed Person �
F. Counsel Fee
List amounts paid as counsel Ice, and indicate whether Court approval was obtained.
Cour(
�l mount Approva(Obtained�
4,240.00 0 Yes m No
❑Yes ❑No
I vcri 'Ty that thc forcgoing information is correct to the bes�oCmy knowledge, - �
information and belieF, and that this Verifica[ion is subject[o[he penal[ies of 18 Pa.C.S. § 49b4�
relative to unswom falsification to authorities. �
`Ma.... 8 dG 15 —
,��e ' s;s,� ,,,,e� „i,�,e En��r —_
Gary 1. Muccio
+n,i r oJGun.mon o/me[.rm�e rn�e orvniy
6 Uerbyshire Drive
nde.eu �
Cadisle, PA 17015-9259
a�.s�o�e.z,�
717385.0507
rd..nn �.
r�.,n c-na ,.,-. io.ie.00 Page 5 of 5