HomeMy WebLinkAbout06-05-06 (2)
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I am the Limited X Plenary Guardian of the Estate of my ward, named
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above. I was appointed Guardian by Order of Court dated 3/ 2 ~/ t) (, , which
+- was was not modified by Court Order(s) dated ~/.z II/) ~ .
IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
LILLIAN G. HUNTZ, an incapacitated person FILE NO. 21-06-0146
GUARDIAN OF THE ESTATE INVENTORY
[20 Pa.C.S.A. 5521 (c)]
DATE:
s/~s:/c(,
1)
2)
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Is the incapacitated person still living? 'I t!,.s
If no, answer the following:
(a) Date of Death
(b) Place of Death
(c) Name of Administrator/trix or Executor/trix
(d) Date Guardian of the Person filed the last Annual Report
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3) The present principal assets of my ward are:
Description of Asset( s)
rf?e:51 d~1I /!'e..,. - I" S" IIAlle, $:1-.
A'I'A-nz JJnnvtl.t
i?ve.rr t'-L" n rl1 ~s;. T. M.vn I bd']d 4
tv A ~~h I'JV l.a 5 ~~ u ro. ,J., I!.. ~
1)1 p~ h1U~b c..'rAJ'- I-II,}, y::;.~~o~~
7sc:c..L.I ~ t:.K, '1' -I- SR v.
In~",,- JJe~ '5 I sr
fh to rlA.ST - 4r1tJ/t1 ""
'"P., <~ * '- $~~~
Present Value
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f',,)
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I ~tJl tJt:; ()
~Cf. ;J.. 6' I
Z{,. 7~5
II, 3~3
I.." I~~ l"
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/3(.. IS'&'
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/ 4- OtJO
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4",,2-3, A 54 4-
TOTAL:
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4) The present amount and sources of income (indicate whether monthly, quarterly,
annually) for my ward are:
Source of Income
Amount of Income
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2.
3.
4.
5.
6.
g~C,JAL $~c..c.t.rl ~
AI11IU,J'j. fa. 'r-C:Asu~l7J<Lfr..
MI ~(.. PIV, d",,- 1t.J. LK~
/o'5"ft.~O lit'll).
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704/. -15 I In".
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5) The regular monthly expenses of my ward which I pay are:
To Whom Paid
Amount
1.
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3.
4.
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~ ~ d eo 1'\ Co LJ r +s a '5 S IS./~..1 L I 1/ H\ 7 ~ / /!)", -0 / md
p, '1 h /Va I4r-KO'u~ e.fVJSS ,'StUll!.. $Ja.l!.Jd /3 f~1 h1~.
r:p~nn,Q. antLr'~AAl WA--J~r 3".' Mf).
,
e-As""- ?e./U'S. TW"Sf. S#w&r /r;..J45 fa 3q 110/ 1tf1J.
Yerlz..,11 .J.~lo&FJa6'4f1! ~/~/mD.
7.. f:? el L 1?1re.t:..+. 30 .. j hrD.
er't!- rn~vrAn4-c.... :LS-/ltto
Pf,f:,tA &J.lnlA, rre"s"I'~~ -1A~cs IS,o./MD.
I~ave not (circle one) petitioned the Court for permission to invade prmcipal to
meet the needs of my ward.
(If applicable) The following expenses of my ward have been paid from principal:
6)
To Whom Paid
Purpose
Amount
~ e~ 1J.sJ. 14~ ......c:l ~
CJ<. $ + It ~ e.- fI"~"
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Register Report
1/2/06 Through 5124106
5124/06 Page 1
Date Account Num Description Memo Category Clr Amount
BALANCE 111/06 4,299.43
1/4/06 Lillian G. H... DEP Munibond A R 21.23
1/10/06 Lillian G. H... 2630 Ehrtich Pest Mice treatment Home Repair R -150.00
1/1 0/06 Lillian G. H... 2629 Penna American Water Utilities:Water R -29.43
1/1 0106 Lillian G. H... 2831 East Pennsboro Township thru 03/31/06 Utirtties:Sewer &Trash R -115.00
1110106 LUlian G. H... 2832 Vertzon 01101/06~01131/06 Utilities: Telephone R -20.83
1/23/06 Lillian G. H... Interest Earned Interest Inc R 0.46
1/31/06 Lillian G. H... Dividend R 1.00
212106 Lillian G. H... DEP Munibond A R 16.51
216/06 Lillian G. H... 2633 Capital One Receipts 12/6/05-2/... Groceries R -542.72
216106 Lillian G. H... 2834 Penna American Water 12/16/05-01/16/06 Utilities:Water R -56.83
216106 Lillian G. H... 2835 Comcast 1/21/06-2120/06 Utilities:Cable TV R -50.50
216/06 Lillian G. H... 2836 Erie Insurance Group Home/1/24/06-07 Insurance R -243.00
216/06 Lillian G. H... 2837 Service Oil Co. DeI:1/20106 179.8 g... Utilities: on R 449.32
2/21/06 Lillian G. H... 2838 VeriZon Feb Utilities: Telephone R -20.21
2/21/06 Lillian G. H... 2839 Highmark Blue Shield 311/06-5/31106 Medical:lnsurance Pre... R -410.55
2123/06 Lillian G. H... Interest Earned Interest Inc R 0.32
312/06 Lillian G. H... 2840 Comcast 2/1/06-04/21/06 Utilities:Cable TV R -95.75
3t2106 Lillian G. H... DEP Munibond A R 17.45
3/13/06 Lillian G. H... 2841 Service OU Co. 2l24/06 Utilities: Oil R -425.83
3/13/06 Lillian G. H... 2842 Debbie Lupoid, Treasurer County & Township... Tax: Property R -389.62
3/13/06 Lillian G. H... 2843 Penna American Water 1/16-2/15/06 UtiIities:Water R -45.58
3/13106 Lillian G. H... 2844 PPL Electric Electric 12/18105-2/... Utilities:Gas & Electric R -103.65
3/13/06 LiUian G. H... 2845 Verizon Utilities:T elephone R -20.78
4/4/06 LHlian G. H... DEP Munibond A Div Income R 20.80
417/06 Lillian G. H... 2846 Penna American Water 2/15-3/14/06 Utilities:Water R -80.52
4/21/06 Lillian G. H... 2847 PPL Electric Utilities:Gas & Electric R -49.01
4/21/06 Lillian G. H... 2848 Verizon Utilities: Telephone R -20.82
TOTAL 1/2/06 - 5124106 -3,:.l4U.o8
BALANCE 5/24106 1,058.65
TOTAL INFLOWS 79.77
TOTAL OUTFLOWS -3,320.35
NET TOTAL -3,24U.o8
75ECU
C fa r!:- C. it< II" I
Register Report
1/2/06 Through 5/24/06
5124/06 Page 1
Date Account Num Description Memo Category Clr Amount
BALANCE 1/1/06 0.00
3/31/06 LHlian Hunt... Opening Balance [Lillian Huntz~Members ... R 533.07
3/31/06 Lillian Hunt... 442 Alicia Walker Personal Care R 400.00
3/31/06 Lillian Hunt... 443 Alicia Walker Groceries R -30.00
417/06 Lillian Hunt... 444 Alicia Walker Personal Care R 430.00
4/10/06 Lillian Hunt.. 408 Alicia Walker Groceries R -12.69
4/10/06 Lillian Hunt... DEP Misc. dMdends che... R 158.97
4/1 0/06 Lillian Hunt... transfer from savings [L.Huntz Savings-Mem... R 5,000.00
4/13/06 Lillian Hunt... 445 Alicia Walker Personal Care R -285.75
4/13/06 Lillian Hunt... 446 VOID 0.00
4/17/06 LiUian Hunt... 447 Arden Courts Assisted Li... 4/17/06-5/16/06 Housing R 4,100.00
4/17/06 Lillian Hunt... 448 Carlisle Courthouse filing fees Guardianship R -15.00
4121/06 Lillian Hunt... 449 East Pennsboro Township Utilities: Sewer & Trash R -115.00
5/8/06 Lillian Hunt... DEP Transfer from Savin... 8,000.00
5/8/06 Lillian Hunt... 451 Service Oil Co. Delivery 4/1 0/06 Utilities: Oil 433.08
5/8/06 Lillian Hunt... 450 VOID 0.00
5/8/06 Lillian Hunt.. 452 Marielle Hazen #3696 Guardianship ~1,630.29
5/8/06 Lillian Hunt... 453 PPL Electric Utilities: Electric -93.48
5/8/06 Lillian Hunt.. 454 Century Spouting Co. facia, roof edge da... Home Repair -425.00
5/12/06 Lillian Hunt... 455 See Right Pharmacy Arden Courts Medical: Medicine -236.58
5/15106 Lillian Hunt.. 456 Verizon Utilities: Telephone -20.82
5/15/06 Lillian Hunt... 457 Highmark Blue Shield 06/01-08/31/06 Medical:lnsurance Pre... -410.55
5124/06 Lillian Hunt... 458 Marielle Hazen Guardianship -351.00
5124/06 Lillian Hunt... 459 Arden Courts Assisted Li... 5/17-5/31/06 Housing -1,913.44
TOTAL 1/2/06 - 5f24/06 :l,l89.35
BALANCE 5124106 2,789.36
TOTAL INFLOWS 13,692.04
TOTAL OUTFLOWS -10,902.68
NET TOTAL :l,f89.35
/VI e..m b e.r~
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To Whom Paid Purpose Amount
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7) I ~~(circle one) paid myself compensation for services I rendered as
guardian.
The amount I paid myself totaled $ nlc.., and was calculated at the
following rate: $ -"ALa... per week/month (circle one).
8) Check the correct response and complete, if appropriate.
')C There will be no need for extraordinary expenditures on behalf of my ward
in the next twelve (12) months.
There will be a need for extraordinary expenditures on behalf of my ward
in the next twelve (12) months because:
9) Check the correct response and complete, if appropriate.
X. A. My ward receives monthly social security benefits directly.
B. I am the designated payee to receive my ward's social security benefits.
C. The designated payee of my ward's social security benefits is:
Whose address is
And is/is not (circle one) related to my ward as (insert relationship:) _
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10) Please note any concerns about the incapacitated per~on's physical or mental well-being
or the finances that the Court should know. ~./ ~4 .,:.. ~ ~ ~
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of.. ;..,-,-. QA ~--~ J ~ d A.A;v I' .,M ~ A'J /J.- AI.- ~"./L ~- ~....-..A ~~:..c.....
~ -l--^-A :I' f: At M...t!~ _
11)
I-X-am
am not guardian of the incapacitated person's person.
I CERTIFY under the penalties of perjury that the information contained in this report is true and
correct to the best of my knowledge, information and belief.
Name: --=rAc..,Ci2.l.JLI UIL 'Br." K
Address:
~O~ SC.h/~i a~
f-r,- ...... er-Ic..K, Yh d. 217 oz
Telephone No. 30 I. ~ i- 942(,. (home)
.3 /!) ,.. 7 q. Y" yS-z. 3 (work)
3~ /... 71.J.~. ~y 2'3 (cell)
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Signat e (
ff[' hS' /0 "
, .
Date
Send to:
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
(717) 240-6345
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