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HomeMy WebLinkAbout09-18-06 , . . Clerk of Orphans' Court of Cumberland County IN RE, \,.-~ D "("!"'1 J ~ d 'f An Incapacitated Person Docket No. 2 onb - 4 05 \ \--\ Vf'\.-\TlJ~Y Ul1m-..ftL REPORT OF GUARDIAN OF THE ESTATE I, ~ e\ <1"'"'oc:x-'" ODe! <;. ~("~\ LP_, , was~ appointed plenary guardian(s) of the estate of \.\u ('"~I :5 \...V'1'1 by Decree ofth.e Honorable Judge L~"\ dD . Dated l", I \2-1 0 \0 . This is my ~ ~N.TOf!.'f .. I I report for the period from W, 7_ / ~ft to a / \ 7../ 0\0 , ("The Report Period"). I. SUMMARY A. Value of principal assets at the beginning of the Report Period? s 2.'3~S.\\o s ~\\o~'\1 B. Total amount of income earned during the report period? Total amount of all expenditures made for care and maintenance of the C. incapacitated person during the Report Period? 1. From principal s 2. From income S ~04~,\, S 420.00 D. Total amount spent for all other purposes during the Report Period? E. Total amounts remaining at the end of the Report Period? 1. Principal s Z.O ~S\ t<O 2. Income s Total Income and Principal =0 o o p -::E .~ ',:"'" ~~.) CJ.) 0--- II. ADDITIONAL INFORMATION A. Principal: 1. Total amount remaining at the end of the Report Period? $ 20~~. \1b 2. How is principal currently invested? ~eL\q1l " Jl c. L OJJ'-~ 3. Have there been any expenditures from principal during the Report Period? ~es DNo If you answered YES, was there Court approval for all expenditures from principal? ~ es 0 No 4. Did you receive any principal assets during the report period which were not included on the inventory or a prior report filed for the estate? 0 Yes ~ If you answered YES, did you receive Court approval prior to receiving additional principal? 0 Yes 0 No 5. State the sources and amounts of the additional principal you received: $ ~ $ B. Income: 1. State sources and amounts of income received during the Report Period (Le., social security, pension, rents, etc.): c.. CS; A ~UuV \ T':I $ 'OSL\II'3.~ $ $ Total Income received during Report Period $ \ osl\ - 1.9. 2. How is income currently invested? (Please specify, restricted bank accounts, client care account, etc.) --tV\ClI\~( Cw-~ Cot"\\~\e. \~ \~~c;el\~"L ~a!. C)('" fVY. J~'f ~\~ \~(~L \'> Q~ \^~O ~\~ "(-r"'c:;~e~~ ~~ a..CLu~~ 3. Specify what payments were made for the care and maintenance of the incapacitated person (i.e., clothing, nursing home, medicine, support, etc.). l \0 \\.\ >9/~--p \MA.~r {d..n: /" cu--\ \~\~ Ju( ("~, ~~ I ~ ~ 40. \J~/ ~_ ttD ~o. :Judy .t., I a..\.\u..uQ.J\c.~ 4. Specify what other payments were made during the Report Period. :I '2..:.00. c')~ yer ~"- U~~u\j\~ ~r q\.Au..rd\OJ'\~\~ 1"0 ~Uc"^c'--I \~ (\....Yo \ d S +Y\.v'^ ~\ I :)U~,~ ~ ~~\..LO..fcl ('~"'('\o.. \yu(:c:~d" "l\ '- 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.A. 94904 relative to unsworn falsification to authorities. ~- \4-0\0 Date .~~'- ~ ~~,^Y.)oc~o.I ~e("\~ Signa of Guardian * FILING FEE $15 MUST ACCOMPANY THIS FILING. 0' - NEIGHBORHOOD SERVICES 134 S. PRINCE STREET, LANCASTER, PA.17603 P.O. BOX 1593 PHONE # (717) 392-1275 September 14,2006 Cumberland County Orphan's Court 1 Courthouse Square Carlisle, Pa. 17013 Q ~8 ,.< Re: Harry Judy Clerk of Orphans Court, Enclosed is the guardian inventory report (the annual report form has been altered as we agreed) for Mr. Judy and a $15 check to pay the recording fee. Please forward a stamped copy of the report to Neighborhood Services. I have enclosed a self-addressed envelope for your convenience. Sincerely yours, r--.J = = Cf'"'\ (/) fTl -0 o=> 7.J r.n c:> C:J ::.:0 ~~~f; CJ v ~~ N w Gilbert Abney Associate Director