HomeMy WebLinkAbout7-27-15 ANNUAL REPORT OF
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COURT OF COMMON PLEAS OF � � � ._��: o
CUMBERLAND COUNTY, PENNSYLVANIA` �� � -�� -� �
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Estate of Doris G. Barron , an Incapacitated Person
Na ��-09-0738
I. INTRODUCTION
Cynthia L. Baum ,was appofnted
❑✓ Plenery ❑Limited Guardiari of the Estate by Decree oF M. i.. Fbert Jr. . J
datcd September 17, 2009
✓❑ A. This is the .Anuual Report (or [he period from �ugust 13, , 2014
to 7uly 22, , 2015 (the "Repott Veriod"); or
❑ B. This is the Final Repor[ for thc periud fiom ,
to . (die "Report Veriod'), and is filed
for the following rcason_
1_ The death of the Incapacitated Person_ Uate of deatk
Name of Personal Representative�.
2. "fhe Guardianship was [crminated by the Courl by Decrce of
J , datcd
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Estate of Doris G. Barron ,M Incnpacitnted Person
[I. SCMMARY
A. Stete the value of the estate repoRed on the Inventory $ 7.888.00
B. State the value(s) of principnl assets at the beginning of
the Report Period (Sa�ne as Invenrory if first Report,
othenvise, ending balance from last Report,) $ 92210.00
C. What is the total amount of income earned during the
Report Period? $ 30_419_00
D. What is [he total amount of income and principal
spent for all p�rposes during the Report Period'? $ 30.419.00
E. What are the balances remaining at the end of the Repor[
Penod?
1. Principal $ 7.888.OU
2, I�cume $
3. Total of Principal and income $ ZRRR.00
IIi. ADDITIONAL INFORM:1"I�ION
(Ijmore space is needed, please attach additional pages.)
A. Princi�al
I. I Iow is the pnncipal balance listed above curren[ly
imesled? (Please specif}-, e.g., real estate,
certiPicates of dcposit, restricted bank accounts, cm.):
Checking account
2. Have there been any expenditures from the principal
duri�g the Report Period7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . �✓ Yes ❑No
If yes:
a. Have all expenditures from the principal been fur
thesolebenefitoftheincapacitatedPerson? . . . . . . . . ✓❑Yes ❑No
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Estate uf noris' G. Barron , An Incapacitated Persun
b. List purpose and amount uf expenditures:
Nursing Home&Pmscriptians $ 109,590D0
❑ealth Insurance&Medicare Pnrt D $ 4,69600
Clothing $ 425A0
�
c. Was Court approval received prior to
expending the principal? . . . . . . . . . . . . . . . . . . . . . . . Q Yes � No
3. Were additional principal assets received d�ri�g the
Report Periud which were not incLuded in the
[mentocv or a prior Report filed for the Estate? . . . . . . . . . . . ❑Yes � No
If yes:
a. Was Cuurt approval requested prioc W
receiving the additional principal? . . _ . . . . . . . . . . . . ❑Yes ❑No
b. State the sources and amounts of the
additional principal reeeived�.
$
$
$
$
$
B. lncome
L SWte sourees and a�nounts uf income received
dw3ng the Report Peciod (e.g., Social Secu�iTy,
pension, ren[s, etc.):
Social Securfry $ 17'734�1��
Pension � 3,168.00
IRS Re1'und $ Q47iA(1
Interest $ 42'�4
$
$
Total incume received ducing Report Period: $ 3q419.00
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Estate of noris G- Burrun , An incapacitated Person
2. How is income currenlly invested7 (Please
spec[fy, eg., restricted bank accounts, client
care account, etc.):
Checking account
C. Expenses for Care and�iotenance
Speci 'Ty�what expenditures were made from the principal and
income for the care and maintenance of the Incapacitated
Person (e.g., clothing nursing hume, mcdicinc, suppon, ctc.):
Nursing Home, Health Insurance, Prescriptions and Clothing.
D. Other Ezpendi[ures
Specify what other expendimres were made during the Report
Period. (Do nut include uny items stated in response to
question C abovc.)
$30.00 payment to cover court tiling fee.
E. Guardiads Commissions
List amounts uf'compcnsation paid as Guardian's commission
and state huw amoun[was determined�.
Comt
�Imount MethodofDetermireaaon _4pprovalObtnined
❑Yes �No
❑Yes ❑✓ No
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Estare of Doris G. Barron ,M Incapacitated Person
E Counsel Fee
List amounts paid as counsel fee, and indicate whether Coort approval was oUtained.
Court
Arrtouni Approral Oblatned
❑Yes ✓❑No
❑Yes �No
I vcrify that the 1'oregoing information is corrcct to thc bcsl of my knowlcdgc,
information and belief, and that this Verification is subject to the penalties of l8 Pa.C.S. § 4904
relative tu unswurn falsification to authorities.
July 22, 2015 �t,���.� `�.��,u.�-.�
nore Sxna r l cuo.mon I�be s:mir
Cynthia L. Bawn
n�v��e�r,�.dre,�1d�e e„a�r m�re o,o.�n,i
1127 Atland Dr
Addrcsr
Mcchanicsburg, PA 17055
c,v,sm�4 ziy
717-697-8995
re�eona,�e
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