HomeMy WebLinkAbout05-08-15 COURT OF COMMON PLEAS CUMBERLAND COUNTY,
PENNSYLVANIA ' "T,
rn
ORPHANS' COURT DIVISION 73
U)
IN RE: COLETTE B. HUBBARD ,AN INCAPACITATEW t,,SON Co
FILE NO: 21-13-0173 `�' Y' F . i
ANNUAL REPORT OF THE GUARDIAN OF THE ESTATE C-n 1'r7C;Q
1. INTRODUCTION
Pennsylvania Guardianship Association / Brian D. Brooks was appointed the
Limited, X Plenary Guardian of the Estate by Decree of
T. Placey , Judge Dated: 4/01/13
X (A) This is the Annual Report for the period from 4/01/13 to 4/01/14
(B) This is the Final Report for the period from to
and is filed for the following reason:
1. The death of the incapacitated person, Date of Death
2. The guardianship was terminated by the Court by Decree of
Judge, Dated
2. Summary
A. State the value of the Estate reported on the inventory 418.38
B. State the value(s) of the principle assets at the beginning of the report period.
(Same as the inventory if this is the first report, otherwise, balance from last report)
$ 418.38
C. What is the total amount of income earned during the report period?
$ 1,707.29
D. What is the total amount of income and principle spent for all purposes during the
report period?
$ 2,041.98
E. What are the balances remaining at the end of the report period?
1. Principle $
2. Income $
3. Total principle and income $ 83.69
" • %
� � � .,. -
i
i
�'
i
THE ESTATE OF: COLETTE B. HUBBARD
3. ADDITIONAL INFORMATION
(If more space is needed, please attach additional pages.)
A. Principle
1. How is the principle balance listed above currently invested? (Specify)
PAGA CUSTODIAL ACCOUNT
2. Have there been any expenditures from principle during the report period?
X Yes No
If yes:
a. Have all expenditures from principle been for the sole benefit of the
Incapacitated Person X Yes No
b. List the purpose and amounts of expenditures:
SEE ATTACHED ALL TRANSACTION REPORT
c. Was court approval received prior to expending priciple?
Yes X No
3. Were additional principle assets received during this report period that were not
included in the initial inventory or any prior report filed for the estate.
Yes X No
If yes:
a. Was court approval requested prior to receiving additional principle?
Yes No
b. State the sources of income received during the report period:
B. INCOME
1. State the sources of income received during the report period:
1. SOCIAL SECURITY
2. DFAS
Total income received during the report period $ 1.707.29
2. How is the income currently invested?
PAGA CUSTODIAL ACCOUNT
,�
�;
� -
-;,�.y
THE ESTATE OF: COLETTE B. HUBBARD
C. Expenses for care and maintenance:
(Specify what expenditures were made from the principle and income for the care and
maintenance of the incapacitated person)
SEE ATTACHED ALL TRANSACTION REPORT
D. Other expenditures: (Specify any other expenditures not previously reported)
E. Guardians Commissions:
(List the amount of compensation paid as guardian's commission and state how amount
was determined):
Amount Method of Determination Court Approval Obtained
$ 800.00 8 MONTHS ka 100.00 (Yes) No
F. Counsel Fee
(List amounts paid as counsel fee, and indicate whether Court approval was obtained.)
I verify that the foregoing information is true and correct to the best of my
knowledge, information and belief; and that this Verification is subject to the
penalties in 18 PA. C.S.A S/S 4904.
Date:
Brian . ooks
Pennsylvania Guardianship Association
PO Box 7295
Lancaster, PA 17604
717-299-4568
,.
,.
+,
� F
� .r
rn
a
oC)00moow
c cflootflMooca co l cu
�t�OOCflO0' M* M C">
a Cl) N - CA O Cd CD ` CO
N
i
{
U xOfm !
1
M
n
0
cri o
r N
i 0
N M
r �
a
a ca a
wm mm
U m mm
zOO
Z
0 www �w-w
CL O Ylwz-j�'�ww -
QOo00 N
O rn
ccL
F
N
z J
N CD 0 �J
Q 00 a.
0 �Q�t4 q
QUO Q
O w I w
Of Z¢m
t--(Dir 0)00
aC�dZQaOt0.'1
ww¢¢ww¢
0wCL2m0CLw cn _
.0 .Colt • H w
z U)n°Ococo0)Co-wLli
w It cmNCVN.O'N0 a
#- U X
w
w W MMMMT
_I0 0)to" ir w tU
UN-M`�ONc-.?m 0 O
dnooao Cl
w ir X Z 2
Fes' m jr J J J
3 �;O mFQ-
U z 0 0 0
N
O
N
Q •
Q '
d ,
J
` � � ��
. y
f
'.
'V' .. �