HomeMy WebLinkAbout07-21-15 �� �����,�L��s
RECORDED OFFICE OF
REGisT�,: ^;� wl��s �NUAL REPORT OF
?�15 JUL 21 P(� 1 10 GUARDIAN OF THE ESTATE
c!:�, ; ,
ORPHA,",';' �; �� I.. . �" COURT OF COMMON PLEAS OF
CUMB�R_E.`�": � �_ '�� ��, Cumbcrland COLJNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
Esta[e of Gcrda Drcws ,an Incapacita[ed Person
�0 21-12-492
1. INTRODUCTIOF
Ncighbo�hood Scrvices , was appointed
OPlanary �Limired Guardian oF[he Pstate by Decree of P�accy �
dated 6/12/2012
m A. This is the Auuual Report for the period from J«�Y � 2014
to Mamh 3l , 2015 (the"Report Period"); or
❑ B. This is the Final Report for the period from ,
to , (the`Repon Period"), and is liled
for the foLlowing reasou:
L The dca[h of[he Incapacitated Persoa Date of dea[h:
Name of Pecsona] Representativc
2. The Guardia�ship was terminated by the Court by Decree of
J,dated
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�
Estate of Gerda Drews , M IncapaciTated Person
II. SUMMARY
A. State the value of the esta[e cepoRed on the I�ceurory 5 L098.78
B. S[aie ihe vaL�e(s)of principal assets at the bevinuing of
thc Report Period (Same as Inventory if first Report,
o[herwise, ending balance&om last Report.) $ 1,171.09
C. What is the rotal amouot of income earned during the
Report Period? S 14287.49
D. What is the total amount of income and principal
spen[ for all puiposes duri��Ihe Report Period? S 14.Z�8.�8
E. What are the balances remaining nt the end of Ihe Report
Period?
I. Principal $ 0.00
2. Income S 5,236.73
3. To[al of Principal and Income $ 5.23693
IIL ADDITIONAL INFOR�VIAT[ON
(If more space is needed.please«[[nch additional pages)
A. Principal
1. How is the principal balance listed above currently
invested? (Please specify, e.g.,real es[a[e,
certificates of deposiy restricted bnnk accouuts, ete.):
Na
2. Have there been any expendimres from the principal
durinethe Report Period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . ❑Yes m No
If yes:
a. Have all expenditures from the principal been for
the sole benefit of the Incapacitated Person? . . . . . . . . ❑ Yes ❑ No
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Estata oC Gerda Dcews , An Incapaci[ated Person
b. List purpose a�d amoun[ of expenditures:
$
S
S
S
c. Was Court appmval received prior to
expendin�the principal? . . . . . . . . . . . . . . . . . . . . . . . 7 Yes ❑ No
3. Were addi[ional principal asse[s received during[he
Report Period which wece no[ included in the
Imentory or a prior Report filed for[he Estate? . . . . . . . . . . . ❑Yes �No
If ves:
a. Was Court approva]requested prio�ro
receiving the additional principal? . . . . . . . . . . . . . . . . 7 Yes ❑ No
b. State the sources nnd amounts of the
additional pri�cipal received:
S
S
S
S
S
B. Incomc
1. State sources and amounts of income received
duri�g the Repon Period(e.g., Social Securiry,
pe�sio�, rents, etc.):
Social secunw $ 11,499A0
Pensiov S 2,78822
Iu[a�es[ S 027
$
$
$
Total income received daring Report Period: 5 �4.287q9
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Esta[e of Gerda Drews , An Incapaci[a[ed Pecson
2. How is income curre¢dy invested? (Please
specify, e.g., resvicted bank aeeounts, elient
care account, e[c.):
Rcsidcntfund
Nei�hborhood Services eustodiaL accouut
Irrevocable bunal account
C. Espenses for Care and Maintenauce
Specify what cspendituces were made from the principal and
income for the care aud maintenauce of the lncapacitated
Person (e.g., clothing, ��rsi�g home, medicine,support, ete.):
Ilousine
Cable
PersonaLspending
D. Other Expenditures
Specify what othcr cxpenditures were made during the Report
Penod (Do no[include any items stated in response[o
question C above.)
Postage
Cou�trcport fillog fcc
Guaidian fee
E. Guardiads Commissions
List amo�uts of compeusa[ion paid as Guardian's commission
and state how ainount was deteanined:
Com�t
Amoimt Method o/�Deierminntimi Approv�d Obmined
900.00 CAO mYes ONo
❑Yes ONo
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Es[a[e of Gcrda Drews ,A� Incapacitated Person
F. Counsel Fee
List amouuts paid as counsel fee, and indicate whether Co�R app�oval was obtained.
Court
Amoiml Approval Obtained
0.00 0 Yes ❑No
❑Yes ❑No
I veriCy that the foregoing information is corrut m the best oFmy la�owledge,
infortna[ion a�d belief; a¢d Ihat this Verification is subject to the penal[ies of 18 Pa.C.S. § 4904
[elative ro unswom falsification to authorities. /J
6/29/U /� /L/�� ��.. ���
Dare ��.1�,�qruqr�mre lCuvrdl i l+lie6mie
Ncighborhood Scrviccs
burne nl���ordimi o/lhe Esmte lmYe orprinu
PO Box 1593
wv.e«
Lancaster, PA 17608
r���.s�a�e.z;n
(7L7) 392-2175 x2ll
re��nnone
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