Financial Report

Conservator/Guardian

CONNECTICUT PROBATE COURTS

PC442 NEW 7/13

RECORDED
RECEIVED

lnstructions: r) A fiduciary

may use this financial report instead of filing an account for a conservatorship or gr-rardianship
estate not specified by the Probate Court Rules of Plocedule unless the

ofan estate ofa minol or other

court has ordeled the fiduciary to file an account.

z) Type or plint the forrn in ink.

3) Attach suppolting sci'redules if necessary to provide addition.rl details ol explanatory notes.
4) The fiduciary sl-rail send a copy of this financial report to each party and attorney.
5) For additional infolmation, see tire Probate Couli Rules of Proceduic, secticns 3 t- .) ;rnd. )1 .4.
6) Note to gualdians of the estates of minors: Use of funds for sr.rpport expenses for a minol requires plior

coult apploval.
Probate Court Name
Houstonic

District Number
044

Estate of
Louis Russo (13-0304)

Fiduciary (List name, address, and telephone number of each fiduciary.)

Justin Lewis Successor Conservator

2f errace Place
Danbury, Connecticut 0681 0

(203) 744-4852

EACH FIDUCIARY WHO SIGNS THIS FINANCIAL REPORT REPRESENTS UNDER PENALTIES OF FALSE
STATEMENT THAT:

1)

2)

3)
4)
s)

This financial report is being filed for the following type of estate:
E conservatorship n guardianship of an estate of a minor E other (Specify):
The financial report is being filed for the following reason:
tr Periodic financial report. C.G.S. S 45a-L71
tr For filing only
tr A hearing is reouested
A Final financial report

All taxes, expenses of administration and claims against the estate are shown belowand-lrav,e-been-par*This
financial report covers the period (Month, Day, Year):

From 09/04/2015
To 0210312016
The fiduciary has retained all supporting records for this financial report as required by the Probate Court Rules
of Procedure, section 36.13, arrd the records are available for review upon request.
The following is a true and complete summary of the assets of the estate and the fiduciary's receipts, payments
and distributions.

Financial Report ConservatoriGuardian

Pc-442 NEw 7 113. PAGE

.l/4

Financial Report
Conservator/Guardian

CONNECTICUT PROBATE COURTS

PC442 NEW 7/13

RECORDED:

Assets and lncome Received

Total amount reported on the inventory or on hand at the end of the
period in most recent financial report or account
Total amount of additional assets received
lncome received:

accounting

189,498.44

lnterest
Dividends

b
$

Pension VA Benefit

Social Security
Annuities
Wages

Rent

6,100.00
2,840.00

Other (Specify and attach second sheet if necessary.)

Net amount of gain (or loss) on the sale of assets
lf real property has been sold, attach copy of settlement statement from closing

Total

198,438.44

Payments
Adm inistration Expenses:
Fiduciary fees

Fiduciary disbursements
Attorney's fees
Attorney's disbursements
Accounting expenses
Probate court fees and expenses
Probate bond premium
Publication of notices
Other expenses (Specify and attach second sheet if necessary.) Postage
Taxes:
Town of
Property Tax
State of Connecticut

$
$
$
o
.lJ

25.00

5.05

602.73

lncome Tax
lnternal Revenue Service
lncome Tax
Other (Specify and attach second sheet if necessary.)

$
$

Total

Financia I Report Cor'!serv atorlGrrartliarr

2,000.00

2,632.78

Pc-442 NEw 7113 - PAGE

214

Financial Report
Conservator/Guardian

CONNECTiCUT PROBATE COURTS

PC442 NEW 7/13

RECORDED

Distributions to or for the Benefit of Person Under Conservatorship or Guardianship

total amount of distributions made during the accounting period to or for the benefit of the person under
conservatorship or guardianship in each of the following categories. Attach second sheet if necessary. Note to
guardians of the estates of minors: Use of funds for support expenses for a minor requires prior courl approval.
Enter the

TotalAmount of Distributions Made to

During Accounting Period

Medical

185.21

Housing lawn mowing $108.75 & Homeowners insurance $630.73

Utilities & Garbage collection
Automobile Progressivelnsurance

$
$

739.48
1,930.79

106.71

Spending Money

Groceries
Clothing
Tuition

Other expenses (Specify and attach second sheet if necessary,) Personal spending
reimbursement for receipts provided and purchase of

2,760.02

/
Total

$
$

505.30
6.227.51

microwave and cleaning supplys

Amount on Hand at the End of the Accounting Period

Enter the total amount on hand at the end of the accounting period at fair market value, except that assets that are
difficult to value may be reported at the fiduciary acquisition value. If this is a final financial report for the estate, a
proposed distribution must be submitted. See Form PC-442A.

Total Assets On
EACH FIDUCIARY REQUESTS: (1) approval

applicable; and

(3)

I $ teg,SZA.tS

of this financial report; (2) approval of any proposed distribution, if

release from liabiliJx with respect

to all items shown in this financial report.

in this financial report are made under the penalties of false statement.

The representations
Signature of Fiducia
Type or Print

Hand

Signature of Fiduciary
n Lewis

Date 02/0312016

Firrarrcial Report CortservatorlGuardiarr

Type cr Print i.,lanie

Date

Pc-442 NEw 7 113. PAGE 3/4

Financial Report
Conservator/Guardian

CONNECTICUT PROBATE COURTS

PC442 NEW 7/13

RECO RDED

Certification
I certify that a copy of this financial report, including the Schedule of Proposed Distribution, if applicable, was sent to
each of the following persons:
Name and Address

Josephine Alonso Amarosa, 282 Seven Spring Road, Monroe, Connecticut 10950
Anne Jasorkowski, Esq. 200 Connecticut Avenue, Norwalk, Connecticut 06854
Richard Terbrusch, Esq. 2 Terrace Place, Danbury, Connecticut 06810
Mary Amorosa, 910 Blue Water Drive, Sun City, Florida 33573
Dan Gaita, 27 Kingswood Drive, Bethel, Connecticut 06801
Angelo Maragos, Esq. 200 Connecticut Avenue, Norwalk, Connecticut 06854
Louis Russo 11 Hammond Road, New Fairfield, Connecticut 06812

Signature of fiduciary or attorney

Type or Print Name:

Date:

Justin

O210312016

Firrancial Report Corrservator/Guardiarr

tr

PC-442 NEW 7/1 3

PAGE 414

Schedule A: Proposed Distribution/Final

Financial Report Conservator/Guardian

CONNECTICUT PRO BATE COURTS

PC442A New 7/13

RECORDE D:

RECEIVED:

lnstructions: r)
z)

This form is attached to and made a part ofthe final financial report fol the above-referenced estate.
Except as provided in section 37,4 of the Probate Court Rules of Procedure, distribr-rtions must be
iternized and listed at fair market value on the date of distribution. Attach second sl'reet if necessary.
Type or plint the forrn in ink.

Probate Court Name

District Number

Housatonic

044

Estate of

Louis Russo (13-0304)

Fiduciary (List name, address and telephone number of each fiduciary.)
Justin Lewis Successor Conservator (203) 744-4852
2f errace Place, Danbury, Connecticut 06810
EAGH FIDUCIARY WHO SIGNS THIS PROPOSED DISTRIBUTION REPRESENTS UNDER PENALTIES OF FALSE
STATEMENT THAT:
The proposed distribution of all the assets on hand for distribution as of the termination of the estate is as follows:

Itemized List of Proposed Distributions

Name of Distributee
Successor Conservator

Assets to be distributed
SBDanbury conservator account xxxx5487
11 Hammond Road, New Fairfield

Fair Market Value

2248.15
'187330.00

$
$
$
$
$
$
$
$

$
$
$

$
$
$

$
$

$
$
$
$
$
$
$

Total$
Schedule A: Proposed Distribution/Final Financial Report Conservator/Guardian

189578.15

PC-442A REV.7/13 . PAGE 112

Schedule A: Proposed Distribution/Final

Financial Report Conservator/Guardian

CONNECTICUT PROBATE COURTS

PC442A New 7/13

RECO

R DE D:

Complete this section if there is a reserve for final expenses.

Reserve (if any)

Fair Market Value

The representations contained

Signature of Flduciary
Type or Print

Signature of Fiduciary
Lewis

Date

distribution are made under the penalties of false statement.

62763726'16

Type or Print Name Justin Lewis

Date 02/03/2016

Schedule A: Proposed Distribution/Final Financial Report Conservator/Guardian

Pc442A NEWT/13 . P^cE

212