HomeMy WebLinkAbout06-04-07 (2)
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<trumbtrlttn~ <trnuntl1 OOffitt nf Aging
& <trnmmunitl1 ~truitt1i
HUMAN SERVICES BUILDING
16 West High Street, Carlisle, PA 17013
Carlisle Area: [717] 240-6110 Fax: 240-6118
Toll Free: 1-888-697-0371, Ext. 6110
website: www.ccoa.net/al!inl!
e-mail: al!inl!<<uccoa.net
June 1, 2007
Report from Guardian of Estate
Cumberland County Office of Aging
Janet Paull, Aging Care Manager 3
Bruce Barclay
Chairman
Gl\I)' Eichelberger
Vice Chairman
Richard L. Rovegno
Secretary
Terry L~fc~'J,
ANNUAL GUARDIANSHIP REORT
FOR NANCY HOERNER
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On April 6, 2006 Judge Kevin Hess appointed the Cumberland County Office of <::1.":
Aging the Permanent Plenary Guardian of Estate for Nancy Hoerner. Ms. Hoerner
had a checking account and a Christmas Club account at Sovereign Bank. Following
the hearing the Office of Aging opened a guardianship account for her with $1000.00
from her checking account and the $50.00 that was in her Christmas Club account.
The agency also discovered she had an account at Members 1 st which we closed
and deposited the balance of $18.07 into the new account at Sovereign.
Subsequently, the Office of Aging became Ms. Hoerner's Representative Payee for
her Social Security. On August 3,2006, after changing the Social Security check to
be deposited in the new account, we were able to close the old checking account
and transferred the balance of $2172.61 into the new account.
The $233.30 payment in June of 2006 was the paying back of an overpayment for
SSI to the Social Security Administration.
Currently Ms Hoerner's monthly income is $805.00 from Social Security. Ms.
Hoerner is a resident at South Mountain Restoration Center which is a state run
nursing home. The monthly payments of $765.08 are made out to the
Commonwealth of Pennsylvania. In addition, there were some payments made for
personal items, supplies, clothing and spending money.
Funeral arrangements were recently made with the Hollinger Funeral and
Crematory, Inc. for $2263.00 leaving a current balance of $446.66.
Attached is a financial summary of Nancy Hoerner's income and expenses. Also
attached is a spread sheet representing her checking account register.
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