HomeMy WebLinkAbout08-03-06 (2)
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IN THE COURT OF COMMON PLEAS
OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
ORIGINAL
INRE:
LILIAN G. HUNTZ, an incapacitated person FILE NO. 21-06-0146
FRdt
GUARDIAN OF THE ESTATE FINAL REPORT
-5/,(7 ~ o-J20 Pa.C.S.A. 5521 (c)] :r/ ~!CJ'"
.,(l ?~'- ,200_ TO ~
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,200~
1)
I am the Limited ----X- Plenary Guardian of the Estate of my ward, named
above. I was appointed Guardian by Order of Court dated .~/ ~ r/ n~ , which
X- was was not modified by Court Order(s) dated ~/;L 1/ I(p . -
2)
JJt)
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Is the incapacitated person still living?
If no, answer the following:
'CJ
(a) Date of Death S/~1Ib(P /) -'. ;-~i
(b) Place of Death I tJ~ Vlflll!.t ~~ 6V/Y1ff1t:./2.bIJIe., rA. 1'1~~3 '.o...~i
(c) Name of Administrator/trix or Executor/trix :Jfk;$ue. 13i1NK. /lJer'"ne:.#c. J-Iunk
(d) Date Guardian of the Person filed the last Annual Report 61,111(" If) "
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PLEASE ANSWER THE FOLLOWING QUESTIONS WHETHER THE INCAP ACIT A TED
PERSON IS LIVING OR DECEASED:
3) My initial Inventory was filed on 5'/t?l5J{} " and listed a total estate value of
$ ~.2~/~!}'f
The Inventory listed a total monthly income of $ I ~ f1 4f~
.
the following: SfJt!.IAL S~t!.url"r ~ /cJs?i/Nt!) .
r:?eaAA -r;,A-s. IJnllu,L: 7o'/.tI)" /"h-u!J
'T I
]) II/I,de 1'2 A$ 1.:1 5: at / Ja.) 0
I
comprised of
'.
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4) At the beginning date of this reporting period, my initial balance on hand was
$ I 1. ..! ~'-I P . S-~ e-k,aq /k.crs
.; ,
5) During this reporting period, the following reflects all sources of income (other than
social security) received by me for my ward: (Add additional pages if needed)
Date Received
Source of Income
Amount
1.
2.
3.
4.
5.
6.
6) During this reporting period, the following reflects all payments I have made for my
ward: (Add additional pages if needed)
Date
To Whom Paid
Reason for Payment
Amount
1.
2.
5 c- t;.. j}f..{- ~t/ hI!; J.
cJe;v(<:" ~ i 1?ec-tJ~7>
3.
2
\ '
2.
4.
5.
6.
7) The present principal assets of my ward are:
Description of Asset( s)
1. .s~ e.. A-f-l-""e.t. eel e~.f..A-k -1?u(9rcJ
2.
---
J-- rt? I)?
jJ-f'/y. /nQr/ ~jli!:.. j-/I/ZL!:.11
3.
4.
5.
6.
TOTAL:
8) The present amount and sources of income for my ward are:
Source of Income
1.
*i1~
3
Present Value
Amount of Income
(indicate whether monthly,
quarterly, annually)
\ '
3.
4.
5.
6.
9) The regular monthly expenses of my ward which I pay are:
To Whom Paid Amount
1. ?'P.jL @ecA.". ,e... r;2 0 It:i /h (J I4Pfro"t-.
I
2. Y~rl:Z "N ~ I fie) lint:) It
I
3. I7Asr ?&J/I"i/'hL/J /W, ~ -r;pstl//Alhkr ~~!m~
I
4. ?-e,n t1 Q. /Jmer It IJ-N W,..kr .1. t) tV / /l1 ()
5.
6.
10) ~ave not (circle one) petitioned the Court for permission to invade principal to
meet the needs of my ward.
(If applicable) The following expenses of my ward have been paid from principal:
To Whom Paid
Purpose
Amount
1.
A./r, 11 <-
2.
4
3.
4.
5.
6.
11) I ~ (circle one) paid myself compensation for servIces I rendered as
guardian.
The amount I paid myself totaled $
following rate: $ YJ ( a......
,
n I Ct..
and was calculated at the
per week/month (circle one).
12) Check the correct response and complete, if appropriate.
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:
~ ~ (;. e. AS e. b ..0, ') n e.. r JCl L ~ 5 /..A-I c::.. /J...(..k,
=p / I~
13) Check the correct response and complete, if appropriate.
A. My ward rec ives monthly social security benefits directly.
B. I am the desig ted payee to receive my ward's social security benefits.
C. The designated yee of my ward's social security benefits is:
~\fY
Whose address is
And is/is not (circle one) related to my ward as (insert relationship:)
5
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14) Please note any concerns about the incapacitated person's physical or mental well-being
or the finances that the Court should know.
-:De (!..&A-se. D - j:::S+ri-+-
15)
I ."" am
am not guardian of the incapacitated person's person. If yes, report is
attached.
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: -Cf''''l'-.L- p~ I:-
Address: ~ 3~1 0.", .
juJh.I.LI~? 1nae ~ ,2'!e-2
Telephone No. ..sOI/&~ y. 1'1-~~ (home)
J 0 I - 7 Jf ~. ~~ -2 3 (work)
Q41~O ,j.14.f:"
Sign re (
7...p{-IJ"
Date
Send to:
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, P A 17013
(717) 240-6345
6
Register Report
3/28106 Through 5/27/06
7/13/06 Page 1
Date Account Num Description Memo Category Clr Amount
BALANCE 3/27106 0.00
3131/06 Lillian Hunt... Opening Balance [Lillian Huntz-Members ... R 533.07
3131/06 Lillian Hunt... 442 Alicia Walker Personal Care R -400.00
3131/06 Lillian Hunt... 443 Alicia Walker Groceries R -30.00
4f1106 Lillian Hunt.. 444 Alicia Walker Personal Care R -430.00
4/1 0/06 Lillian Hunt... 408 Alicia Walker Groceries R -12.69
4/10/06 Lillian Hunt... DEP Misc. dividends che... R 158.97
4/10/06 Lillian Hunt... transfer from savings [LHuntz Savings-Mem... R 5,000.00
4/13106 Lillian Hunt.. 445 Alicia Walker Personal Care R -285.75
4/13/06 Lillian Hunt... 446 VOID 0.00
4/17/06 Lillian Hunt... 447 Arden Courts Assisted Li... 4/17/06-5/16106 Housing R -4,100.00
4/17/06 Lillian Hunt... 448 Carlisle Courthouse filing fees Guardianship R -15.00
4/21106 Lillian Hunt... 449 East Pennsboro Township Utilities:Sewer &Trash R -115.00
5/8106 Lillian Hunt... DEP Transfer from Savin... R 8,000.00
5/8/06 Liman Hunt... 451 Service Oil Co. Delivery 4/1 0/06 Utilities:Oil R -433.08
5/8/06 Lillian Hunt... 450 VOID 0.00
5/8106 Lil~an Hunt... 452 Marielle Hazen #3696 Guardianship R -1,630.29
5/8106 Lillian Hunt... 453 PPL Electric Utilities: Electric R -93.48
5/8/06 Lillian Hunt... 454 Century Spouting Co. facia, roof edge da... Home Repair R -425.00
5/12106 Lillian Hunt... 455 See Right Pharmacy Arden Courts Medical: Medicine R -236.58
5/15106 Lillian Hunt... 456 Verizon Utilities: Telephone R -20.82
5/15106 Lillian Hunt.. 457 Highmark Blue Shield 06/01-08131106 Medical:lnsurance Pre... R -410.55
5/24/06 Lillian Hunt... 458 Marielle Hazen Guardianship -351.00
5/24/06 Lillian Hunt... 459 Arden Courts Assisted Li... 5/17-5/31/06 Housing R -1,913.44
5/25/06 LilUan Hunt... DEP R 238.91
TOTAL 3/28/06 - 5/27106 3,U28.21
BALANCE 5/27/06 3,028.27
TOTAL INFLOWS 13,930.95
TOTAL OUTFLOWS -10,902.68
NET TOTAL 3,028.21
;ne/na~5 I~r Che.c..-klJ1 I
7/13106
Date
4/4/06
4/7/06
4/21106
4/21/06
5/2/06
Account
Lillian G. H... DEP
Lillian G. H... 2846
Lillian G. H... 2847
Lillian G. H... 2848
Lillian G. H... DEP
r 5 e- c.. (..(
Num
Register Report
3/28/06 Through 5/27106
Description
BALANCE 3/27/06
Penna American Water
PPL Electric
Verizon
TOTAL 3/28/06 - 5/27/06
BALANCE 5/27/06
TOTAL INFLOWS
TOTAL OUTFLOWS
NET TOTAL
C fff?C.- I<. I f\I Ci
Memo
Munibond A
2/15-3/14/06
Munibond A
Category
Div Income
Utilities:Water
Utilities:Gas & Electric
Utilities:T elephone
Clr
Page 1
Amount
R
R
R
R
R
1,188.71
20.80
-80.52
-49.01
-20.82
17.76
-111.79
1,076.92
38.56
-150.35
-111.19
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