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Home My WebLink About11-14-06 . Clerk of Orphans' Court of Cumberland County TN RE: GUY W. ETTER An Incapacitated Person Docket No. 21-05-808 ANNUAL REPORT OF GUARDIAN OF THE ESTATE I, M. Dianne Stets , was /w.w.ve appointed plenary guardian,",) of the estate of by Decree of the Honorable Judge Bayley report for the period from Nov. 7, 2005to Guy W. Etter . Dated Nov. 7, 2005 . This is my annual Oc t. 31, 2006 , ("The Report Period"). I. SUMMARY A. Value of principal assets at the beginning of the Report Period? $' 22e, 45tL 06 B. Total amount of income earned during the report period? $ 25,349.76 Total amount of all expenditures made for care and maintenance of the . C. incapacitated person during the Report Period? 1. From principal $ 0.00 2. From income $ 11,213.09 D. Total amount spent for all other purposes during the Report Period? $ 6,131.09 E. Total amounts remaining at the end of the Report Period? 1. Principal $ 228,458.06 2. Income $ 8,005.58 Total Income and Principal $ 236,463.64 ''/d ''(1''; .'~' ,ie, '-'-'J I cr('::(;tj>..ll ''< IU::diVnQ .LCJ 1'-(0 S,tVtlHdtlO .:;0 )1t1370 eo : I Ud ., I ADN 900l .~. --r -rl'" ~!:)j-;.~ ',:'\CnJi j',l~JO O"jOL!hJ;:;~lJ" oj \...v .]1.,' ~ .. II. ADDITIONAL INFORMATION A. Principal: 1. Total amount remaining at the end of the Report Period? $ 228,458.06 2. How is principal currently invested? See prior inventory for breakdown among real estate, tangible personal property, and cash. Breakdown remains same, with surplus cash in bank. 3. Have there been any expenditures from principal during the Report Period? 0 Yes lKJ No If you answered YES, was there Court approval for all expenditures from principal? 0 Yes 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 IXJ No 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: N/A $ $ B. Income: 1. State sources and amounts of income received during the Report Period (Le., social security, pension, rents, etc.): Social Security ($257/mo for 2005; $257.24/mo for 2006) $ 2,829.40 Government Pension ($1740.13/mo for 2005; $1798.13/mo $ 19,721.43 tor 2uu6) Interest $ 2,798.93 Total Income received during Report Period $ 25,349.76 2. How is income currently invested? (Please specify, restricted bank accounts, client care account, etc.) .. M&T Bank checking account and cn's 3. Specify what payments were made for the care and maintenance of the incapacitated person (Le., clothing, nursing home, medicine, support, etc.). Please see exhibits attached. 4. Specify what other payments were made during the Report Period. Please see exhibits attached. 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. f4904 relative to unsworn falsification to authorities. / J- ?-Or." Date /J r:lLdA\~ )ni. / Sig~ature of Guardian · FILING FEE $15 MUST ACCOMPANY THIS FILING. GUYW. ETTER Doc # 366438 Calcs for Annual Report. Nov. 05 to Oct. 06 Groceries Pers. Care Clothing Dec. 05 $ 237.47 Dec. 05 $ 19.32 Dec. 05 $ - Jan. 06 $ 275.96 Jan. 06 $ - Jan. 06 $ - Feb. 06 $ 258.37 Feb. 06 $ - Feb. 06 $ - Mar. 06 $ 206.37 Mar. 06 $ 22.65 Mar. 06 $ 62.99 Apr. 06 $ 222.13 Apr. 06 $ - APr. 06 $ - May. 06 $ 232.85 May. 06 $ - May. 06 $ - Jun. 06 $ 266.33 Jun. 06 $ 20.68 Jun. 06 $ - Jul. 06 $ 291.36 Jul. 06 $ - Jul. 06 $ 13.79 Aug. 06 $ 222.32 Aug. 06 $ 18.00 Aug. 06 $ - Sep.06 $ 80.70 Sep.06 $ 21.00 Sep. 06 $ - Oct. 06 $ 160.98 Oct. 06 $ 11.80 Oct. 06 $ - $ 2,454.84 $ 113.45 $ 76.78 Entertainment Gas Medical Dec. 05 $ - Dec. 05 $ 35.00 Dec. 05 $ - Jan. 06 $ - Jan. 06 $ 39.00 Jan. 06 $ - Feb. 06 $ - Feb. 06 $ 15.00 Fab.06 $ 13.29 Mar. 06 $ - Mar. 06 $ 40.00 Mar. 06 $ - Apr. 06 $ - Apr. 06 $ - Apr. 06 $ - May. 06 $ - May. 06 $ 37.00 May. 06 $ - Jun. 06 $ - Jun. 06 $ 6.00 Jun. 06 $ - Jul. 06 $ - Jul. 06 $ 54.00 Jul. 06 $ 211.00 Aug. 06 $ - Aug. 06 $ 20.00 Aug. 06 $ - Sap. 06 $ - Sep.06 $ 25.00 Sep.06 $ - Oct. 06 $ - Oct. 06 $ 20.00 Oct. 06 $ - $ - $ 291.00 $ 224.29 Prescriptions Medicine Vision Dec. 05 $ 39.40 Dec. 05 $ - Dec. 05 $ - Jan. 06 $ 34.68 Jan. 06 $ 8.39 Jan. 06 $ 20.00 Feb. 06 $ 34.68 Feb. 06 $ - Feb. 06 $ - Mar. 06 $ 34.68 Mar. 06 $ 14.99 Mar. 06 $ - Apr. 06 $ 34.68 Apr. 06 $ - Apr. 06 $ - May. 06 $ 37.08 May. 06 $ - May. 06 $ - Jun. 06 $ 50.04 Jun. 06 $ - Jun. 06 $ - Jul. 06 $ 34.68 Jul. 06 $ 20.46 Jul. 06 $ - Aug. 06 $ 34.68 Aug. 06 $ - Aug. 06 $ - Sep.06 $ 34.68 Sep.06 $ - Sap. 06 $ - Oct. 06 $ - Oct. 06 $ - Oct. 06 $ - $ 369.28 $ 43.84 $ 20.00 EXHIBIT - PAGE 1 Fuel Heat Electric Satellite Dec. 05 $ 174.46 Dec. 05 $ 116.69 Dec. 05 $ 46.62 Jan. 06 Jan. 06 $ 108.73 Jan. 06 $ 46.62 Feb. 06 $ 198.12 Feb. 06 $ 99.98 Feb. 06 $ 49.90 Mar. 06 Mar. 06 $ 102.36 Mar. 06 $ 49.80 Apr. 06 $ 208.00 Apr. 06 $ 91.24 Apr. 06 $ 49.80 May. 06 May. 06 $ 80.09 May. 06 $ 49.80 Jun. 06 Jun. 06 $ 122.26 Jun. 06 $ 49.80 Jul. 06 Jul. 06 $ 75.68 Jul. 06 $ 49.80 Aug. 06 Aug. 06 $ 177.82 Aug. 06 $ 49.80 Sep.06 Sep.06 $ 87.94 Sep. 06 $ 49.80 Oct. 06 Oct. 06 $ 163.52 Oct. 06 $ 49.80 $ 580.58 $ 1,226.31 $ 541.54 Trash Phone Emerg Dec. 05 $ - Dec. 05 $ 50.89 Dec. 05 $ - Jan. 06 $ - Jan. 06 $ 55.28 Jan. 06 $ - Feb. 06 $ 62.70 Feb. 06 $ 57.05 Feb. 06 $ - Mar. 06 $ - Mar. 06 $ 42.77 Mar. 06 $ - Apr. 06 $ - Apr. 06 $ 42.81 Apr. 06 $ - May. 06 $ 62.70 May. 06 $ 43.36 May. 06 $ - Jun. 06 $ - Jun. 06 $ 43.39 Jun. 06 $ - Jul. 06 $ 62.70 Jul. 06 $ 43.08 Jul. 06 $ - Aug. 06 $ - Aug. 06 $ 46.75 Aug. 06 $ - Sep.06 $ - Sep.06 $ 45.92 Sep.06 $ - Oct. 06 $ - Oct. 06 $ 43.61 Oct. 06 $ - $ 188.10 $ 514.91 $ - Shawn's Hideaway Car Insurance Electric Mar. 06 $ 269.00 Jan. 06 $ 12.80 Apr. 06 $ 269.00 May. 06 $ - May. 06 $ 270.00 Jun. 06 $ 6.70 Jul. 06 $ 7.83 $ 808.00 Aug. 06 $ 15.36 Sep.06 $ - Oct. 06 $ - I $ 42.69 Home Vehicle Tag Blue Cross Spring Tax $ 284.22 Car Tags $ 36.00 2 @ $109.82 $ 219.74 Insurance $ 318.00 Truck Tags $ 81.00 10 @ $125.82 $ 1,258.20 Summr Tx $ 1,563.01 $ 117.00 $ 1,477.94 $ 2,165.23 EXHIBIT - PAGE 2 [ All Other Purposes Bed, Mattress,Springs, Dog chain $ 1,296.66 Dec. 05 Attorney Fees and reimbursements $ 1,720.30 Kerosene heater/can/bulbs $ 16.71 Truck insoection $ 36.00 Jan. 06 New phone T $ 15.99 Shawn's Hideawav Rent $ 1,015.00 Car inspection $ 35.00 Apr. 06 Air compressor $ 424.00 Riding lawn mower $ 1,100.00 May. 06 Weed eater1 $ 97.29 Jul. 06 Watch, air conditioner, pressure $ 216.60 switch and guaae, fuses and hose nozzle, Eagles dues Oct. 06 Other misc, August $ 18.00 Electric heater $ 67.20 2006 Shawn's Hideaway Electric $ 42.69 Truck inspection $ 30.10 T T 6131.54 EXHIBIT - PAGE 3 . , . Clerk of Orphans' Court of Cumberland County INRE: GUY W. ETTER An Incapacitated Person Docket No. 21-05-808 ANNUAL REPORT OF GUARDIAN OF THE PERSON I, M. Dianne Stets , was /WlY4tappointed Guy W. Etter by Decree of the Nov. 7, 2005 . This is my armual report for to Oc t. 31, 2006 , ("The Report Period"). plenary guardian(x) of the person of Honorable Judge Bayley t dated the period from Nov. 7,' '2005 1. Present age of the incapacitated person: 89 Yrs. 2. Current address of the incapacitated person 33 Etter Road Newburg, PA 17240 8 ;,-0 ,-..". ;::0 ---0-0 . ;-, :r: ......... ~:q )S: f-'! ,:s~~ -'--'0 "00 ;,:-.1 .... C)C 'I =a :l2 -I "-J ~ ~ ~ C ooc;: _"'1:1 _~ ;-"T, ~:r., C) 't-1_;':: C"'.~ C r-. :J:.J \..__...: r~ c..--:-:; , ! .=--> :-:~:(~ , f "'1 3. The incapacitated personts residence is: m own home/apartment 0 nursing home 0 boarding home/personal care home 0 guardian' s home/~partment 0 hospital or medical facility 0 relative's home [] other: ./:"" ~ - " <:::) '::-J CX> (Name and relationship) (describe) 4. The incapacitated person has been in the present residence since May 1996 . If the incapacitated person has moved within the past year, state change and reason(s) for 9f ... ~ chang~: 5. Name and address of the incapacitated person's primary care giver: M. Dianne Stets (daughter and Guardian) 33 Etter Road Newburg, PA 17240 6. The major medical or mental problems of the incapacitated person are as follows: Dementia 7. Specify what, if any, social, medical, psychological and suppot:f; services the incapacitated . . . person IS recelvmg: Receives attention from family, including daughter/Guardian, who is there after work every day and all night every day. Sees Dr. Pion for stated annual check-ups and in between as needed. 8. It is our opinion as guardian of the person that the guardianship should: (check one) II continue, (j be modified, 0 be tenninated. (Briefly explain your response) 9. During the past year, I have visited the incapacitated person * times with the average visit lasting *365 days a year From close of Guardian's work in afternoon un~il Guardian leaves for work (State number ofhourslminutes, etc.) the next morning, approximately half of 24-hour day. .. . The report of a social service organization employed by the guardian to oversee and coordinate the care of the incapacitated person for the period covered by this report may be attached to supplement this report. 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. ~4904 relative to unsworn falsification to authorities. //-1-(}& Date /{J.r:J~ jh~ 81 ature of Guardian * FILING FEE $15 MUST ACCOMPANY THIS FILING. 33 Etter Road Newburg, P A 17240 November 9, 2006 (") ~o ~-p~ ." :c. ('1 :0 -., r::: :-- ?7 m ,-,. ..-:: ::0 '.:L: U) /' ;':';00 ,.)0"" ":Jc ~~ -0 "):? Clerk of Orphans' Court Cumberland County Courthouse One Courthouse Square Carlisle, P A 17013 In Re: Guy W. Etter Docket No. 21-05-808 Dear Sir or Madam: t;;;; c:::::> C1' 5 ...:: - s::- .." ::Jt - o ct:> Herewith are original and one copy of Annual Report of Guardian of the Person and original and one copy of Annual Report of Guardian of the Estate. Also enclosed is payment in the amount of $30 for filing these Reports. Please stamp the extra copies of the Reports and return them to legal counsel, J ered L. Hock, Esquire, using the pre-stamped envelope provided. Thank you. Sincerely, ;Yl ,~ 5;t;Z fY\, Dianne Stets Enclosures 366887-1 --r~J ;:---r"\ w~ C) ..,., -," (") f'n IIi Ii Ii ,i H Ii \ 11' II! If If it II It i ~ ~ if II :f i ~ 'I I:; , ~ \ ~V!f'L "',,,.. ~ ~;I~'!;l.~\18 ~Y.t::- t~~.:,:P~ t:.I""':) ("") ~O -"- :0 ~;:x ""'0 ..;-;:r:O ~pr- >Zg:j ~,.:: C/:> 7" :~J (") "- ::J (J 0 C) c: T1 - ::0 ::v --i po ~ . ! I: I r i I I I l I I i i I ! .......... "---r-'I ~- :~ C.:J":'J I ... ~ " ~ \J ......... LN :- \.)J \.JJ ~ "- '-J ~ ~ d ......... ~~ '" C':l = c:r- Z o -c:: ~ ~;~ !~~:._; .... ~ =':::1 '1 ~3 f~~~ I -~r-. ,t- -0 :x ( .:=-) ! "(t o \,,0 o o o o f:R?i ~ Cl C Z ~ -i ~. ::I: rn n 02: ~ -oel Z C ~~<::j8 in -N-Clcn~' WC1lc..'UlOJ....." ~..Ul~ClCl I C:. C1 ~ 1;l0"' ;, ~