HomeMy WebLinkAbout04-16-08
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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.ccpa.net/agine
e-mail: aging@ccpa.net
Bruce Barclay
Chairman
ANNUAL GUARDIANSHIP REORT
FOR NANCY HOERNER
April 17, 2008
Report from Guardian of Estate
Cumberland County Office of Aging
Janet Paull, Aging Care Manager 3
Gary~ Eichelberger
Vice Chairman
Richard L. Rovegno
Secretary
Terry L. Barley
Director
On April 6, 2006 Judge Kevin Hess appointed the Cumberland County Office of
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 at Sovereign
Bank.
Subsequently, the Office of Aging became Ms. Hoerner's Representative Payee for
her Social Security. Her social security is her only income and her check is directly
deposited into her guardian account at Sovereign Bank. Currently Ms Hoerner's
monthly income is $823.00.
Ms. Hoerner is a resident at South Mountain Restoration Center which is a state run
nursing home. The monthly payments of $778.08 are made out to the
Commonwealth of Pennsylvania. In May of 2007 the Office of Aging made pre-
funeral arrangement for Nancy with the Hollinger Funeral Home and Crematory for
$2263.00. In addition, there were some payments made for personal items,
supplies, clothing, cigarettes and spending money. Since Nancy is on Medical
Assistance, she can only retain $45.00 of her income with the remainder going to the
Home. The balance in her account at the end of March, 2008 was $266.98.
Attached is a financial summary of Nancy Hoerner's income and expEtflses. Als~
attached is a spread sheet representing her checking account register:; ss ~
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