Financial ReportConservator/GuardianPC442 NEW 7/13

CONNECTICUT PROBATE COURTS

RECORDED

RECEIVED

lnstructions: r) A fiduciary may use this financial report instead of filing an account for a conservatorship or gr-rardianship

ofan estate ofa minol or other estate not specified by the Probate Court Rules of Plocedule unless thecourt 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 pliorcoult apploval.

Probate Court NameHoustonic

District Number044

Estate ofLouis Russo (13-0304)

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

Justin Lewis Successor Conservator2f errace PlaceDanbury, Connecticut 0681 0

(203) 744-4852

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

1) 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):

2) The financial report is being filed for the following reason:tr Periodic financial report. C.G.S. S 45a-L71

tr For filing onlytr A hearing is reouested

A Final financial report

3) All taxes, expenses of administration and claims against the estate are shown belowand-lrav,e-been-par*Thisfinancial 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, paymentsand distributions.

4)

s)

Financial Report ConservatoriGuardian Pc-442 NEw 7 113. PAGE .l/4

Financial ReportConservator/GuardianPC442 NEW 7/13

CONNECTICUT PROBATE COURTS

RECORDED:

Assets and lncome Received

Total amount reported on the inventory or on hand at the end of the accounting $ 189,498.44period in most recent financial report or accountTotal amount of additional assets received $lncome received:

lnterest

Dividends

Pension VA BenefitSocial SecurityAnnuitiesWagesRent

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

b

$

$

$

$

$

$

$

6,100.002,840.00

Total $ 198,438.44

Payments

Adm inistration Expenses:Fiduciary feesFiduciary disbursementsAttorney's feesAttorney's disbursementsAccounting expensesProbate court fees and expensesProbate bond premiumPublication of noticesOther expenses (Specify and attach second sheet if necessary.) Postage

$

$$

$

$o.lJ

$

$s

2,000.00

25.00

5.05

Taxes:Town of

Property TaxState of Connecticut

lncome Taxlnternal Revenue Service

lncome TaxOther (Specify and attach second sheet if necessary.)

602.73

$

$

Total $ 2,632.78

Financia I Report Cor'!serv atorlGrrartliarr Pc-442 NEw 7113 - PAGE 214

Financial ReportConservator/GuardianPC442 NEW 7/13

CONNECTiCUT PROBATE COURTS

RECORDED

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

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

TotalAmount of Distributions Made to During Accounting Period

MedicalHousing lawn mowing $108.75 & Homeowners insurance $630.73Utilities & Garbage collectionAutomobile ProgressivelnsuranceSpending MoneyGroceriesClothingTuitionOther expenses (Specify and attach second sheet if necessary,) Personal spending / $ 505.30

reimbursement for receipts provided and purchase of Total $ 6.227.51microwave 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 Hand I $ teg,SZA.tS

REQUESTS: (1) approval of

$

$$

$

Dq

q

b

185.21

739.481,930.79

106.71

2,760.02

EACH FIDUCIARY

applicable; and (3) release from liabiliJx withthis financial report; (2) approval of any proposed distribution, ifrespect to all items shown in this financial report.

The representations

Signature of Fiducia

Type or Print n Lewis

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

Signature of Fiduciary

Type cr Print i.,lanie

Date 02/0312016 Date

Firrarrcial Report CortservatorlGuardiarr Pc-442 NEw 7 113. PAGE 3/4

Financial ReportConservator/GuardianPC442 NEW 7/13

CONNECTICUT PROBATE COURTS

RECO RDED

CertificationI certify that a copy of this financial report, including the Schedule of Proposed Distribution, if applicable, was sent toeach of the following persons:

Name and Address

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

Signature of fiduciary or attorney

Date: O210312016 tr

Firrancial Report Corrservator/Guardiarr PC-442 NEW 7/1 3 . PAGE 414

Type or Print Name: Justin

Schedule A: Proposed Distribution/FinalFinancial Report Conservator/Guardian

CONNECTICUT PRO BATE COURTS

PC442A New 7/13 RECORDE D:

RECEIVED:

lnstructions: r) 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.

z) Type or plint the forrn in ink.

Probate Court Name

Housatonic

District Number

044

Estate of

Louis Russo (13-0304)Fiduciary (List name, address and telephone number of each fiduciary.)

Justin Lewis Successor Conservator (203) 744-48522f 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:

Name of Distributee Fair Market Value

Successor Conservator SBDanbury conservator account xxxx548711 Hammond Road, New Fairfield

$$$$$$$$

$$$$$$$$$$$$$$$

Total$

2248.15'187330.00

189578.15

Itemized List of Proposed Distributions

Assets to be distributed

Schedule A: Proposed Distribution/Final Financial Report Conservator/Guardian PC-442A REV.7/13 . PAGE 112

Schedule A: Proposed Distribution/FinalFinancial Report Conservator/GuardianPC442A New 7/13

CONNECTICUT PROBATE COURTS

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

distribution are made under the penalties of false statement.

Signature of Fiduciary

Type or Print Name Justin LewisLewis

Date 62763726'16 Date 02/03/2016

Schedule A: Proposed Distribution/Final Financial Report Conservator/Guardian Pc442A NEWT/13 . P^cE 212