HomeMy WebLinkAbout06-08-09 (2)~- 0 21' ~
®~~~~c° CUMBERLAND COUNTY
^~`ti~-
~` AGING & COMMUNITY SERVICES
!V 16 WEST HIGH STREET, SUITE 100 CnRLISLE, Pry 17013
~,` (717) 240-6110 oR 1-888-697-0371 ExT 6110
to F.Ax: (717) 240-6118
Gary Eichelberger
ne eam ...One Mission
chairman
Richard L. Rovegno
Vice Chairman
Bazbara B. Cross
Secretary
Terry L Barley
ANNUAL GUARDIANSHIP REORT Director
FOR NANCY HOERNER
n
June 8
2009 ° ~°
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Report from Guardian of Estate ~;~~ ~ ~, ,~
Cumberland County Office of Aging c'~,~ ~ ! f
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Janet Paull, Aging Care Manager 3
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On April 6, 2006 Judge Kevin Hess appointed the Cumberland County Office of Agir~ ~ ,
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 $871.00.
Ms. Hoerner is a resident at South Mountain Restoration Center which is a state run
nursing home. The monthly payments of $743.78 are made out to the Commonwealth
of Pennsylvania. In June 2008 the Office of Aging petitioned for and was granted
permission to receive a monthly guardianship fee of 10% his gross income. Currently
the amount is $82.30 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. Each month. $40 is sent to the home for her personal trust account. The balance
in her checking account at the end of March 2008 was $446.68.
Attached is a financial summary of Nancy Hoerner's income and expenses. Also
attached is a spread sheet representing her checking account register.
EMAIL US AT aging@ccpa.net OR VISIT OUR W`F.BSIT'E; AT' www.ccpa.net/aging
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