HomeMy WebLinkAbout04-10-15 �►w
� �
AN'VL'AL RF.PORT OF � � o o �
GUARDIA� OF TH� P�RSON o � �4 ��
e ° a � �
0
COCKT OF CONIMON PLEAS OF � � � O �
�U�✓hLJP/ �Q-+'�eL COOVTY, PCNNSYI.VANIA � �
ORPHAtiS COIiR1 DNISION
Estate of 17� 'r ryl t��O��GI �� , an Incapacitated Yerson
—�
No. C�L Z� - IZ - ( 320
I. INTRODUCTION
� �Z f✓ � �Y� � � , was appoin[ed
�Plenary❑Limited Quacdian of the Person by Dea'ee of � ��'S ��C✓�� ,J.,
dated ���� ) 3
�A. This is the Annual Report for t e period from uGY , D L
�a '—r^ –"„-���,,, ZO l �, (the "Repoct Period" ; or
�i L P r/�- C✓
❑ B. This is the Final Report Cor[hc pzriod Trom .
�a , (the "Report Neriod"), and is filed
for die following�eason: -
I. Thc death of thc lncapacitatcd Person. llntc of dcath:
2. Thc Guardianship was tcrminated by thc Court by Decree of
I., datcd
For a Ft�inl Repor�, omlt Sec[ions I[througH IV.
Pa e I oC4 �
Fo.mG-03 rrn.lOJl.06 �'
Es'ta[e of �e �U �Uu�p�j/.�cr� , �m [ncapacita[cd Person
II. PERSONAL D9TA
ry 07
Agc of the Incapaci[a[ed Persore___p (p Date of L3irth:_� - — Zc�
III. LIVINGARRANGEMEN'fS
A. Cur�ent address oC[he Incapnacitated Perso`n�: ,,"� "
� ('lU ✓ C� 11 r Gc�o� /-+-���• �
gu J N k�,.�� �a✓ St-
Curl � � le P� 17 � / 3
Q. The Incapacitzted Person's residence is:
❑own home/apartmen[
Qf nursing home
❑boarding home/personal care home
❑Guardiads home/apartmcnt
❑hospital o� medical facility
❑relative's hoine (name, rclationship and address)
❑other:
C. The ]ncapacitated Person has been in the present residence since��( Z
. If[he Incapaci[ated Person has moved wi[hin the
past year, state prior �esidence and renson(s) for inove:
Fo��n,c-o3 .e��_io�a.oe Page 2 of 4
8statc of �f� t li1 ( v �a.�1L� , an Incap�citared Pcrson
The reasons for the foregoing opinion are:
S VlG I S (.�^"G�-�o ��.' � �2� t.t.�1�t�l
( t��t,L � � �n a� e r`u.� , v� �r�-c� �#�s
Vy n-.wVt_ i,�vtr� Gu_-�'�(' s ,'c�v�-o
B. During the past ycar, [he Guacdian of the Person has visited the �ncapacitated Pecson
�[imes with [hc avecage visit lasting � hours, O minu[cs.
The report of n socin[se�vire orgonization employed by Ihe Gunrdion to nversee and
caordinate the rvre of�he Incapacitated Person Jor the period covered by[his ltepar[ may be
attaehed to supplement this Report_
1 verify [hat thc foregoing information is corrcct to [he best of my knowledgc,
information and belief; and [hat this Verification is subjec[to Ihe penal[ies of 18 Pa. C.S.A. §4904
relative to unswom falsifica[ion to authori[ies.
3 I z5 I � S t� � z �-�-
oor� s�„a�,,e Ic„a.n,�,�oI , o„
� �e� � � �� �
Nome ofCunrdinn a/ihe N ron(rype orprinrJ
3z �G. � VAr� /�YC—
nad.es��
�ur <<� le- �A 17�7/ S
o�r.s,��r.z,q
'! � 7 - 38s - 7s93
7����,,�,��
FormC-03 ree. ]p13.06 P2ge40f4
Fstflte of �f � �v��E�� , an Incapacitatei Pecson
D. Name and address or die Incapacitated Pcrson's primaq� caregiver
5 � a� � Ll.(�(.1�'!'i� c / ���h� `f�'�_
N. MEDICAL 1NFORMATION
A. The major medical or mental problems of the Incapacitaced Person are as follows:
�,le�e .�'a •
�eer��( rr, vasC�-�a,� �� Pase
COPi�
s �� , � qFF«+-, �-� d ,.s� f�-`
��,��v �«� �
✓ e e,u�✓t,,,�f- n n e-+A �.-�a
B. Speeify what, if any, social, medical, psychological and support serviees Ihe
Incapacilatcd Person is rccciving:
�O (/�� CG(/�.L � /�L tY S1�✓Iq ✓L�Y�
1/'Cqnt� 0/t- �-(t Cl�+✓ �/t�S r `'( � J .
J S
�er� ��-c � ��'S � t-s u.r�'�-t� psycl� � � f�—i �
Vl.(.�/JL �✓a� �� �c.n✓tF✓
���I1 �1.f✓, c, �/� s ,{-S
V. GUARDIAN'S OPINION
A. Itisthe opinion ofthe Guardinn ofthe Ferson tha[the guacdianship should�,
�can[inue
❑bc modified
�be terminated
i�o.��c-m ,e.. m.�a.oe Page 3 of4
�
� a
�
ANVUAL REPORT OF �� � ��'�'
GUARDIAv OF THE ESTATE o � �o
o� � °
COURT Or COMMON PLF�S OF �'v�-,� � ��
� �"� ��✓I �'v.0 COUNTY, PENVSYLVANI;1 � J
ORPHA�'S COURT DLVISION
Es[ate of_ �'J C�� cy GZJ(�/ho✓�C� , an Incapacita[ed Pe�son
�
7vo. bG - ZI — IZ — � 3Zd
I. INT20llUCTIOH
���`-� � f�� �� , was appointed
�Plenary ❑Limi[ed GuardianoCtheF,statebyDecrccoC_ f� M�ClS �Cc�� , J.,
da[ed �l Ct� 201 .3
� A. This is�e Anuual Report for[he period Gom L�n'WLEd v Z-��
to - ZU �(the `Report Period" ; or
�('CPrr� �
❑ B. This is thc Final Report for thc period Rom �
�� , (the 'Rcport Pcriod"), and is f led
Cor the following reason:
1. �a death of the Incapacitated Person. Date of death:
f�amc of Personal Representa[ivc:
2. "Phe Guardianship was terminated by the Court by Decree of
J., datcd
������c-oz .�.. �o.i3oe Page 1 of5 �
Estate of � � �7on�L'�U ✓L� . An Incapaeimied Person
IL SUbI�I.aRY
A. State the value of the esta[e reported on the Inventorv $ �5 3 �q 5� � 3
[3. State the value(s) of pcincipal assets at[he be�inning of sa Ui7�S �L��5'b �
C{Tp�(Crn �
the Report Period. (Same ns Inventory if fics[ Repon, � �, c6�t� � 4 2
othenvise, ending balance from last ReporL) ��}{�j_q1�--���_�_�''�j-DU �
C. What is [he to[al amount of income eaencd during [he
ReportPeriod? $ �'S�nV �a�1/�� X�
D. What is the rotal amount of incomc and principal y�l� � 7�
spent for all purposes during tlie Report Period? $ � I
L". Wha[are [he balances remaining a[[he end of thc Rcport
Periud?
I. Principal $
2. Income $
3. Total of Principal and Income $ ) � c40.00
'f' �nUrne wo3 i-�-n�n.aft ,��aC +a dc'su��P�/ ao(u.Lt �llv����� �F,-
2�GtnE�-(J(,nsl�I. iP �(C�✓CL� iq *-eb ✓uar,� 20�3
III. �ADDITIONAL INF()72MATION
(If more spnce is neede�l, please atmch nddi/iona[pages J
A. Principal
7. How is the principal balance lis[ed above cucrendy
invested? (Please specify, e.g., real estate,
certifica[es of deposit, �estricted bank accounts, etc.):
� t li�C �✓l.� Cl/✓�t� sa V i ✓lo�,n Q�C'i2.ac-c��
J O
2. Have the�e been any expenditures from thc principal
during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .�Ycs ❑Na
Ifycs:
a. Have all expc�di[ures from the principal been Por
the sole benefit of[he Ineapacitated Person? . . . . . . . . �Ycs ❑No
ro.,,�aaz .Qo_m»ac Pagc 2 of 5
Estate of /� �.� � u��Cc✓C� �
, An Incnpanta[cd Person
h. Lis[�urpose and amount of esper.ditures:
�� �sr h�,+-ie eur� � 29 170
i`r�SGIV - CPS �
CCS IiIS S+Y�-4� t ✓{ > ����--
A d-�—��n�. -r 5 3 1 s7 7
� hn✓,+uce.� ,� I � 9 p
a �Vas ourl approval r ceived prior to ��/
expendine[he principal'? ❑ Yes dNo
. . . . . . . . . . . . . . . . . . . . . . .
3. Were addi[ional principal asse[s received during the
Report Period which were not included in [he
Inventory or a prior Rcport filed for the Estate? . . . . . . . . . . . �Yes (�No
If ycs:
a. Was Court approval reques[ed prior to
receiving [he additional principal? . . . . . . . . . . . . . . . . ❑ Yes ❑ No
b. S[a[e the sources and amounts of the
addi[ional principal received:
�
_ $
$
$
$
R. Income
L State sources and amounts of income received
during the Keport Period (e fi., Social Security,
pension, rents, etc.):
.Sn�'u.l S� C[.� r.�z�/ � �S z �
9��
--�5 �' N�_� r�-�l $�Z'[ L������2 ..
_�L�-iF d�'r ' I�.t t 'rnn $ 7 I_��ZS', J� �
$
$ atSSr �
$ I ��r,
�af.,m
Tatal income received during Repor[ Period: $_ �"? �`f Z0.00
ro-,,,c-oz re,�_m.ie.ne Page 3 of 5
Estare of � �� �D�p� Lc Vol � . An Incapacimred Person
2. F�low is income currently invested? (Plcase
specify,e.g., �estricted bank aceounts, client
cam account, etc.):
L � P c�-c nc� + sa v e�q s Q c e�rru-+�
c� Cred � t (,trtru i i� fas� /� I �; ,�,ock�.�
Ma,t',1e . 1n��ils Far� at�r.c-u��1- +,'Jaq
��e,y�- � -�'lL� �Privo{ -I-d �� �' r5"�
('�EY✓��� 2��C.•�5 5 .
C. Expenses for Care and Maintenance
Specil'y what expcnditures we�e made from the principal and
ineome for[he eare and main[enance oC the Incapacitn[ed
Person (e.g., clothing nursing home,medicine, support, ete.): -
ks ✓tu+�� �re �i�a�� plus �,lol'��•�� �a � � �a�e�
r�s-1'r,wu�.,,,� r'rPa� ac�?�r s�'�n� � r,i�' �, �cq P�osl-5
�t� �� I�or/-a-[- �"'�,° fP✓��� �cu�e���/ �ptrit»�I�,.0
j{e�"�-� .
D. Other Expenditures
Specify what othec expenditures were made during the Report
Period (Do not include any items staled in response to
quest/io� n C above.)
—/Gnlvc,l (1� � i Cc� � �� « •��
I
E. Guardiads Commissions �
List amounts of compensation paid as Guardian's cmnmission
and s[ate how amoun[was detennined:
Courf
�{moim! Mefhod ojDe(ermina[ion ApprovalOblained
/l U /� '{� �Ycs ❑No
DYcs ❑No
Fo.��uoz .e._m.iaoe Pa�e 4 of 5
8stare of l7 v[y-t� 6 U���f,( y� , _qn h�cnpncitatcd Person
F. Cannsel Fec
Lis[amoun[s paid as counscl fze, and indicatc whe[hec Court approval was obtained.
Caurt
Amoimt Approvul Ob[QineA
V1 CM-Q-� � f,� �{'-�"U✓''1 �P P s � �� �'tei❑Yes ❑ \'a
i,JP✓C Occ��( 'q-O✓ SL''�✓�LeS ❑Yes ❑No
�
l�P �a�-ep� `}a S,�t Cc-�� Q.yi S Gl �/�
re fi `� a�� `�
1 verify that the foregoing information is correc[to the best of my knowledge,
infoimation and belieF, and that this Vcrifcation is subject to the penalties of 18 Pa.CS. § 4904
relative to u�swom falsification to authorities.
��ara " � � f'�-1.,� ���(i
signan,reoJCunrdlan iM1edataie
V✓I eY.,/I �Zl �Q�
,v���lcu�>e��ol,,�Fmre(oveo.�n,,,i
J Z Q� !c� Da v %� �P�
�eme„
c�r �� s �e. eh 17nrs
<<��,s�,�,v�
717 - 3�5- 7593
Te(epNnrr¢
r�,,,,r,-oz .��.io.i3.oe Page 5 of 5