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IN RE: COLETTE B. HUBBARD ,AN INCAPACITATED, FSON
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FILE NO: 21-13-0173 `0
FINAL REPORT OF THE GUARDIAN OF THE ESTATE
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
(A) This is the Annual Report for the period from
X (B) This is the Final Report for the period from 4/01/14 to 5/5/15
and is filed for the following reason:
1. The death of the incapacitated person, Date of Death 3/12/15
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)
$ 83.69
C. What is the total amount of income earned during the report period?
$ 50,443.34
D. What is the total amount of income and principle spent for all purposes during the
report period?
$ 50,527.03
E. What are the balances remaining at the end of the report period?
1. Principle $
2. Income $
3. Total principle and income $ 00.00
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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)
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 ANNUITY
Total income received during the report period $ 50,443.34
2. How is the income currently invested?
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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
$ 2,170.00 10 MONTHS (& 100.00 (Yes) No
INITIAL FEE 500.00 2 HOURS @ 85.00
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: S
ian rooks
Pennsylvania Guardianship Association
PO Box 7295
Lancaster, PA 17604
717-299-4568
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Itemized Categories - Earliest To Date
7/15/2014 through 5/5/2015(Cash Basis)
5/5/2015 Page 1
Date Account Num Description Memo Tag Cir Amount
INCOME 0.00
HUBBARD,COLETTE 0.00
8/31/2014 PAGA 2014 BEGINNING...COLETTE ... BEGINNI... R 485.44
. 9/2/2014 PAGA 2014 83701 DEPOSIT DFAS EFT DFAS EFT R 1,751.00
9/3/2014 PAGA 2014 30286 ...PAGA GENE...9/14 SERVIC... R -100.00
.....--....... _ ........_... — ..._._..........._....__. _-...... _ _...... ---.......... -...._.... - _......._.........---.............
9/3/2014 PAGA 2014 R3710 DEPOSIT SSDI SSDI EFT R 1,521.00
9/11/2014 PAGA 2014 30384 MANOR CA... COLETTE... COST 0... R -2,974.53
9/15/2b14 PAGA 2014 30388 ...TROUT EBE... TAX PREP R -350.00
10/1/2014 PAGA 2014 30443 ...PAGA GENE...10/14 SERVIC... R 100.00
10/1/2014 PAGA 2014 R1283 DEPOSIT DFAS DFAS EFT R 1,751.00
10/3/2014 PAGA 2014 R1366 DEPOSIT SSDI SSDI EFT R 1,521.00
10/9/2014 PAGA 2014 30558 MANOR CA... COLETTE ... COST 0... R -2,956.53
11/3/2014 PAGA 2014 30683 ...PAGA GENE...11/14 GDN FEE R '100.00
11/3/2014 PAGA 2014 R8788 DEPOSIT DFAS DFAS EFT R 1 j1751.00
_._...._—..- ..
-.._.......__._._._.. ----- _._....---- ._....-.
11/3/2014 PAGA 2014 R8796 DEPOSIT SSDI SSDI EFT R 1,521.00
11/18/2014 PAGA 2014 30798 MANOR CA... COLETTE... COST 0... R -2,976.53
12/1/2014 PAGA 2014 R1388 DEPOSIT DFAS DFAS EFT R 1„751.00
12/312014- PAGA 2014 81493 DEPOSIT SSDI SSDI EFT R 1,521.00
12/4/2014 PAGA 2014 30908 ...PAGA GENE...12114 SERVIC... R -100.00
12/8/2014 PAGA 2014 30917 MANOR CA... COLETTE ... COST 0... R -2,956:53
--.._.._.._.._..----_-.._..__.._—_-----------.—._..---._ k-6-37-1--b”
-3 -----...------------....------...—._...-- ---.-....----,780.--
1/2/2015 PAGA 2014 86371 DEPOSIT DFAS DFAS EFT R 1,780.00
1/2/2015 PAGA 2014 R6381 DEPOSIT SSDI SSDI EFT R 1,548.00
1/14/2015 PAGA 2014 31118 ...PAGA GENE...1/15 , SERVIC... R -100.00
1/14/2015 PAGA 2014 31120 MANOR CA... COLETTE....COST 0... R -2,976.53
1/30/2015 PAGA 2014 31381 ...PAGA GENE...2/15 SERVIC... R -100.00
2/2/2015 PAGA 2014 R8122 DEPOSIT DFAS DFAS EFT R 1,780.00
2/3/2015 PAGA 2014 R8161 DEPOSIT SSDI SSDI EFT R 1,548.00
2/17/2015 PAGA 2014 31457 MANOR CA... COLETTE... COST 0... R' -2,956.53
3/2/2015 PAGA 2014 R8391 DEPOSIT DFAS DFAS,EFT R 1,780.00
3/3/2015 PAGA 2014 R2717 DEPOSIT SSDI SSDI EFT R 1,548.00
3/4/2015 PAGA 2014 31614 ...PAGA GENE...3/15 GDN FEE R -100.00
3/9/2015 PAGA 2014 31681 MANOR CA... COLETTE... COST 0... R -2,976.53
— ---.._...
-----------..........-------.....__.................-----...._...__.......—_.__.................
.__--_._._._........__..._.._ --....--......... -- - -...--.....—._........_._....
3/12/2015 PAGA 2014 DOD DATE OF D... DATE OF D...DATE 0... R 0.00
4/1/2015 PAGA2014 81624 DEPOSIT DFAS DFAS EFT 1,780.00
4/9/2015 PAGA 2014 EFT ACH RECLA...DFAS REIMBU... -1,780.00
5/4/2015 PAGA 2014 32032 ..PAGA GENE...2 HOURS ... SERVIC... -170.00
5/4/2015 PAGA 2014 32034 REGISTER... COLETTE... COURT... -30.00
5/4/2015 PAGA 2014 32035 MANOR CA... COLETTE ... COST 0... -1,533.73
OVERALL TOTAL 0.00
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