The URL can be used to link to this page

Home My WebLink About06-05-15 . � O13 -�.> 0 / 5' n }, -� a c � -. c> ANNUAL REPORT OF " " �_ ' " , GUARDIAN OF THE PERSON � �� ; � , '-' ' �,� COURT OF COMMON PLEAS OF , ''� — CUMBERLAND COUN'PY, VBNNSYI.VANIA - u-i � �� ORPiIANS' COURTDNISION Eetatc of ELLP_N PARKS , an Incapacitatcd Pcrson N�. 21-]3-0938 I. INTRODUCTION GOOD NAWS CONSULTING, Inc. , was appointed �❑Plenarv❑Limited Guardian ofthe Person by Decree of Thomas A. Placey , �_, dated December 2, 2013 Q A. This is thc Annual Report for the period from December 2 , 2013 �o December 2 , 2014 (the `Report Period"); or ❑ R. This is the Final Report for the period from . to , (the`Report Period"), and is filed Cor thc following roason: I. Thc dcath of thc Incapaci[atcd Pcrson. Datc of dcath: 2. The Guardianship was terminated by the Court by Decree of J., dated For a Firea/Report, omi!Sectians/7 througb IV. �o.m ao.r .e�. irz�e ob Pagc I of 4 "� � ) Bstatc of ELLEN PARKS , an Incapacitatcd Pcrson II. PERSONAL DATA Agc of thc Incapacitatcd Pcrson: �� Datc of Birth: 4/2/7939 III. LIVING ARRANGEMENTS A. Current address of thc Incapacitatcd Person: Manor Care Cazlisle 940 Walnut Bottom Road Carlisle, PA 17015 B. The Incapacitated Persods residence is: ❑own home/ apartment ❑✓ nursing home �boardin� home /personal care home �Guardiads home/apartment ❑hospital or medicaf facility ❑relative's home(name, relatfooship and address) ❑other: C. The Incapacitated Person has been in the pcesent residence since 5l31/13 . If[he Incapacita[ed Person has moved within the past year, statc prior residence and reason(s) for move: ro.�n c-ns .z��-rn.�a.nrt Pagc 2 oC 4 Esta[c of ELLF.N PARKS ,an Incapacitatcd Pcrson D. Name and address of the Incapaci[ated Persods primary caregiver. Thc staff at Manor Carc Cadislc& Attcndi�g physician - Daryl (iuistwite IV. MEDICAL INFORMATION A. Thc major medical or mcntal problcros of thc Incapacitated Pcrson arc as follows: Admitting diagnosis were: syncope w/fall malnourishcd reual failure hypertension dcmcntia B. Specify what, if any, social, medical,psychological and support services the Incapaci[atcd Person is recciving: All scrvices aze provided by the staff at the�ursing home, her attending physician and hcr guardianship carc managcr, Lori Brcnimr Smith. V. GUARDIAN'S OPINION A. It is thc opinion of thc Guardian of thc Pcrsoo that thc guardianship should: ❑J continue ❑be moditied ❑bc icnninated ro,,,�r,�3 .:,•. �¢rs.oa Page 3 of 4 Estatc of ELLEN PARKS , ao Incapacitztcd Pcrson The reasons for[he foregoing opinion are: Ilcr status rcmai�s thc samc with no improvemcncs,nor has thcrc bcc�any othcr willing anA ablc person ro takc ovcr thc responsbilitics of guardianehip B. During the pas[year,the Guardian of the Person has visited the Incapacitated Person >> timcs with thc avcragc visit lasting hours, 49 minutcs. " The report of a social service organization emplayed by(he Guardian to oversee and coordinate !he care of fhe Incapacitated Person far(he period covered 6y thfs Report may be a(tached m suppdement[his Report_ 1 verify tha[the foregoing information is correc[to the best of my knowledge, information and belief; and tha[this Verification is subject to the penalties of t8 Pa. C.S.A. § 4904 rclativc to unsworn falsification to authorities. i zn sna �� , 65,Crn�, N c�- Ua�z Sign� v c nfGruvdfnn�thr Pee�on "��270 GOOD NEWS CONSULTINQ Inc. vz�-�o Name Ic�w.e;an Imeve.,onlro�o.o.mp 3/9G0 arn-0�si�v�re) 140 Roosevelt Ave. Suite 210 52915 Addre.�v 6129-80 nxe�as York, PA 17401 �za so c�r,s��e.ra 9�2980 t0128-55 ivaaio 717-843-1504 iaien�,�� co.��o-os .e., ia��.oe Pagc 4 of 4 - �o� 5 - �-oi �f ANNUAL REPORT OF GUARDIAN OF THE ESTATE `= o �_ �T n =; = � �� _ ,_, -� » COURT OF WMMON PLEAS OF � � � �^ ��' CUMBERLAND COUNTY, PENNSYLVANIA .. � _--, ORPIIANS' COORT DIVISION . � �—. rv �n r. t:o > c:J 'n Estate of ELLEN PARKS , an Incapacitated Person No. 21-13-093R I. INTRODUCTION GOOD NEWS CONSULTING, Inc. , was appointcd (�Plenary nLimited Guardian of the Estate by Decree of Thomas A. Placey � datcd December 2, 2013 �❑ A. This is the Annual Report for the period from December 2 , 2013 to December 2 , 2014 (the"Report Period"); or ❑ B. This is the Final Report for the period from , to , (the`Report Period"), and is filed for thc following rcason: l. The death of the Incapacitated Person. Date of dea[h: Namc of Pcrsonal Rcprosentativc: 2. The Guardianship was terminated by the Court by Decree of J., dated F�,.manz .e.. inisac Pagc I of5 ; J Estatc of �LLBN PARKS , An Iocapacitatcd Pcrson 1I. SOMMARY A. Statc thc value of the estate cepoRed on the Imentory $ 299,909.58 B. State the vaWe(s) of principal assets at the beginning of the Report Period. (Same as Imentory if first Report, othcrwisc, cnding balance from last ReportJ $ 299,909.58 C. What is the total amount of income eamed during the RcpoR Period? $ �9�2��9 D. What is the total amoun[of income and principal spcnt for all purposes during thc Rcport Pcriod? $ 168,857.10. E. What are the balances remaining a[the end of the Report Period? l. Principal $ 67.05934 2. Income $ 93.200.89 3. Total of Principal aod Incomc $ 160,26023 III. ADDTTIONAL INFORMATION (ljmore spoce is needed, please attach additiona!pages) A. Principal I. I low is thc principal bala�cc listed abovc currcntly invested? (Please specify, e.g., real estate, ccrlificatcs of dcposit, restrictcd bank aceounts, ctcJ: Wells Fargo as of 11/30/14: Annuity �—$55441.79 AnnuiTy 6=$116ll.55 TOTAL=$6705934 2. Have there been any expenditures from the principal during the Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes ✓❑No If yes: a. Have all expenditures from the principal been for the sole benefit of the incapacitated Person? . . . . . . . . ❑ Yes ❑No ro.m c-oz .e��. io_is.nc Page 2 of 5 Estatc of ELLEN PARKS , M Incapacitatcd Pcrson b. List purpose and amount of expenditures: $ $ $ $ a Was CouR approval received prior to expending[he principal? . . . . . . . . . . . . . . . . . . . . . . . ❑ Yes ❑No 3. Were additional principal assets received during the Report Period which were not included in the Invenrory or a prior Report filed for the Estate? . . . . . . . . . . . ❑Yes ❑✓ No If yes: a. Was Court approval reques[ed prior to receiving the addi[ional principal? . . . . . . . . . . . . . . . . ❑ Yes ❑No b. State the souaes and amounts of the addi[ional principal received: $ $ $ $ $ B. lucome I. Statc sources and amounts of incomc rcccivcd during Ihe Report Period (e.g., Social Security, pension, rents,etc.): PSERS ennuity/pensinn $ 16,899.83 inrerest Gom all accounts $ 37.40 Sceial SecuriTy $ 12,270.56 $ � � Total incnmc roccived during Repoa Period: $ 29,2a7J5 Fo.m aoz .r��. m.is.oc Pagc 3 of 5 Esta[c of P:LI,F.N PARKS , An lncapacita[cd Person 2. How is income currently invested? (Please specify, e.g., restricted bank accounts, client care account, etc.): Wells Fargo Premier checking xx 7252=$19.76 Crown Classic Banking xx 9401=$1409139 tligh Yield Savings xx3811=$6R.R6 Regulaz Savings=$1515.13 Guazdia�ship checking x 6045=$6482.67 Guardianship savings x 8547=$71023.OR TOTAL=$93,200.89 C Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated Pcrson (e.g., clothing, nursing hamq mcdicinc,support, eroJ: Medical Expenses=$18385.43 Cbthing&Personal items=$1732.00 Room & Board at Nursing home=$140824.07 D. Other Ezpenditures Specify what other expenditures were made during the Report Pcriod (Do not include any itcros statcd in responsc to question C above.) luvcntory=$15.00 Taxcs�L140.9A New checks fees=$50.93 Postage—$]6.66 Past mnt due=$31 18.07 E. Guardiads Commissions List amounts of compensation paid as Guardiads commission and statc how amount was detcrtnincd: Court dmotmt Methnd ajDetermination dpprnval Obtained 2,574.00 $198 per month for 2073 &2014 PP rate �Yes ❑No ❑Yes ❑No r��,n au� ,��. ro.u.oe Page A of 5 Estatc of ELLEN PARKS , An Incapacitated Person F. Counsel Fee List amounts paid as counscl fcc, and indicatc whcthcr Court approval was obtained. Court dmaunt dppraval Obtained ❑Yes ❑J No ❑Yes ❑No I verify that the foregoing information is correct to the bes[of my knowledge, information and belief; and that this Verification is subject ro the penal[ies of 18 PaC.S. § 4904 rclativc to unswom CalsificaLion to authorilics. �� iznsna ��6S,C�i ; "��C Dare Siqnamrz IGu�vd�m�Irhe frmee GOOD NBWS CONSULTING,I�c. Nume IG��vr�i..n I�h.i.�eum(ryVe or pnnU 140 Roosevelt Ave. Suite 210 aemeu York, PA 17401 r�o�.so�e.z;o 717-843-1504 retrvno��- Fo.m c-oa .e,�_m.u.oe Page 5 of 5