Loading...
HomeMy WebLinkAbout09-08-15 (2) ANNUAL REPORT OF GUARDIAN OF THE ESTATE (--3 C=) COURT OF COMMON PLEAS OF ?C CUMBERLAND COUNTY,PENNSYLVANIA Zo- C) ORPHANS' COURT DIVISION co C'J CD Estate of Elise Rachel Binder an Incapacitated Pc*n C, No. C:D No. 21-09-0496 I. INTRODUCTION Lilli A. Binder was appointed OPlenary ®Limited Guardian of the Estate by Decree of J.Wesley Oler, Jr. J., dated August 31, 2009 A. This is the Annual Report for the period from September 1, 2014 to Ausmst 31, 2015 (the "Report Period");or 0 B. This is the Final Report for the period from to (the"Report Period"),and is filed for the following reason: 1. The death of the Incapacitated Person. Date of death: Name of Personal Representative: 2. The Guardianship was terminated by the Court by Decree of J.,dated Form G-02 rev. 10.13.06 Page I of 5 Estate of Elise Rachel Binder ,An Incapacitated Person II. SUMMARY A. State the value of the estate reported on the Inventory $ 210.00 B. State the value(s)of principal assets at the beginning of the Report Period. (Same as Inventory if first Report, otherwise, ending balance from last Report.) $ 210.00 C. What is the total amount of income earned during the Report Period? $ D. What is the total amount of income and principal spent for all purposes during the Report Period? $ 18,075.00 E. What are the balances remaining at the end of the Report Period? 1. Principal $ 210.00 2. Income $ 0.00 3. Total of Principal and Income $ 210.00 III. ADDITIONAL INFORMATION (If more space is needed,please attach additional pages) A. Principal 1. How is the principal balance listed above currently invested? (Please specify,e.g., real estate, certificates of deposit, restricted bank accounts, etc.): tangible personal property and bank account exclusively for incapacitated person 2. Have there been any expenditures from the principal during the 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 Form G-01 rev.10.13.06 Page 2 of 5 Estate of Elise Rachel Binder ,An Incapacitated Person b. List purpose and amount of expenditures: c. Was Court approval received prior to expending the principal? . . . . . . . . . . . . . . . . . . . . . . . ❑Yes 0 No 3. Were additional principal assets received during the Report Period which were not included in the Inventory or a prior Report filed for the Estate? . . . . . . . . . . . ®Yes ED No If yes: a. Was Court approval requested prior to receiving the additional principal? . . . . . . . . . . . . . . . . ❑Yes ❑No b. State the sources and amounts of the additional principal received: B. Income 1. State sources and amounts of income received during the Report Period(e.g., Social Security, pension,rents, etc.): Center for Industrial Training $ 3,785.00 Social Security/SSI $ 14,290.00 $ Total income received during Report Period: $ 18,075.00 Form G-02 rev.10.13.06 Page 3 of 5 Estate of Elise Rachel Binder ,An Incapacitated Person 2. How is income currently invested? (Please specify,e.g.,restricted bank accounts, client care account, etc.): Income is placed in a special bank account exclusively for the incapacitated person. C. Expenses for Care and Maintenance Specify what expenditures were made from the principal and income for the care and maintenance of the Incapacitated Person (e.g., clothing, nursing home, medicine, support, etc.): clothing 1210.00 room and board 12600.00 sundries and personal care 815.00 unreimbursed medical items and medical costs 1895.00 D. Other Expenditures Specify what other expenditures were made during the Report Period. (Do not include any items stated in response to question C above.) recreational items and trips to facilitate socialization 1555.00 E. Guardian's Commissions List amounts of compensation paid as Guardian's commission and state how amount was determined: Court Amount Method of Determination Approval Obtained 0.00 ®Yes ®No ®Yes 0 No Form G-02 rev.10.13.06 Page 4 of 5 Estate of Elise Rachel Binder ,An Incapacitated Person F. Counsel Fee List amounts paid as counsel fee, and indicate whether Court approval was obtained. Court Amount Approval Obtained 0.00 ❑ Yes ®No 0 Yes ©No I verify that the foregoing information is correct to the best of my knowledge, information and belief; and that this Verification is subject to the penalties of 18 Pa.C.S. § 4904 relative to unsworn falsification to authorities. September 1,2015 �. 4"'L^ Date adore of Guardian of the Estate Lilli A. Binder Name of Guardian of the Estate(type or print) 5264 Strathmore Dr. Address Mechanicsburg,PA 17050 City,State,lip (717) 975-3495 Telephone Form G-02 rev. 10.13.06 Page 5 of 5