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16 WEST HIGH STREET, SUITEi 100 CARLISLE, Pr1 17013
(717) 240-6110 oR 1-888-697-0371 ExT 6110
FAx: (717) 240-6118
Gary Eichelberger
Chairman
Richard L. Rovegno
Vice Chairman
Barbara B. Cross
Secretary
Terry L Barley
ANNUAL GUARDIANSHIP REPORT Directar
WILLIAM GALLAGHER
October 26, 2009
Report from Guardian of Estate
Cumberland County Office of Aging
Priscilla Whitman, Aging Care Manager 3
On August 27, 2009 Judge Kevin Hess appointed the Cumberland County Aging and
Community Services as the permanent Plenary Guardian of Estate for William
Gallagher. Subsequently the Agency became Mr. Gallagher's Representative Payee for
his social security.
At the time of the guardianship, Mr. Gallagher had an account at Fulton Bank. A
guardianship account was opened at M&T Bank and when all the direct deposits were
changed to the M&T account, the Fulton Bank account was closed. This aotion was
taken because the nearest branch of Fulton Bank was in Mechanicsburg.
Initially Mr. Gallagher's assets were $5217.93. His income was $203 from Social
Security, and an annuity which ranged from $1701.71 to 1973.88.
Mr. Gallagher's payment to the Forest Park is presently $2036.96 a month. In addition,
the Agency receives $100 .00 a month for compensation for guardianship services as
allowed by the rules and regulations set forth by Medical Assistance and ass directed in
the guardianship court order. The balance in his checking account at the end of August
was $743.34.
Attached is a financial summary of Willliam Gallagher's income and expenises. Also
attached is a spread sheet representing his checking account register.
E1~SAiI. US AT aging@ccpa.net OR VISIT OUR WI:BSI"PE AT www.ccpa.net/aging
CUMBERLAND COUNTY
AGING & COMMUNITY SERVICES
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CHECKING ACCOUNT FOR William Gallagher
Account # 9849166914
CHECK ;DEPOSIT I
DATE I CHECK # ~ AMOUNT ~ AMOUNT i
BALANCE
Description
03/11/09 1875.38 1875.38 Deposit
__
03/27/09 95 1701.71 _ 173.67 Fulton Bank
04/01/09 i _ 1_594.08 _ 1767.75 Annuity
__04/24/09 _ 0.06 1767.81 Interest _
-----
dian LTC Pharmacy
51 G
817
04/28/09 i _
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49.70, 1
--=--~ --- - -- - -~
----
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1807.76~Delux chec
-- -- -. _ - -- -
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...04/29/09: _
1500.00
1001 307.76 Forest Park Health Center
1
05/05/09' Annuity ____ ___ _ __ __ __
1594.08 ; 1901.84
__
0.08} 1901.92 Interest _ ___ . __
--
05%28/09 1002; 1500.00 401 92 Forest Park Health Center
_ - - __--
06/03/09~ ~ _
1594.08 1996 00 Annuity _ __ _ ___ _ ___-_ ____
- - - --
3/09
06/0 { _ _. r _ ..__
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172.55 2168.55 Soc Sec ___________
_
--
06/03/09 ---- -- --
-
100.00 2268.55 Dir Dep Cash Bonus __ __ ______-_.
-- _--
06/12/09 --
1003 2268.55 VOID
--- --
06/12/09 _.. _
1004 2407.70 _ - _
-139.15 Forest Park Health enter
---- - --------- ---
06/22/09 18.00 -157.15 Insuff funds ees ___ _-
06/26 09 0 06 -157 09 Interest
07/03/09
172673 1569.64 Annuity _.__ __-___.___
__ _ -- ------- -- - - -
Sec
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07/03/09 ~ ~
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07/23/09
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-- - 656.00 2428.64 Transf from Fulton _ ____-._--
- ---- ---
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07/23/09 i 10051 1745 89 en
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682.75 Forest Park Health
- --- - ------ -----
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07/24/09~ 1
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0.06 682.81 Interest ____
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07/27/09' _ _
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--
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18.00 700.81 Fees Waive
-- --------------
08/03/09 ----
1875.38 2576.19 Annuity __ -________
08/03/09 ~ 203.00 2779.19 Soc Sec ____
08/25/09' 1006 2036.96
- --- --- 742.23 Forest Park Health Center
- -- - ---
- ---- -- -
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08/26/09+
_ ----_ - f 0.11 742.34 Interest
__ _ _._._
--- --
09/03/09 i 1875.38 2617.72~Annuity -_ _ _ _ _ _____ ___ _ ___
09/03/09 ;
-
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_ _
09/21 /09 1007 2036.99' 783.73; Forest Park Health Centert
09122/09; 1008, 300.00 483.73!Aging & Comm Svcs July'~,to Sept 09
09/25/09 0.09 483.82 Interest
__.
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CHECKING ACCOUNT FOR William Gallagher
Account # 362265549
I I CHECK DEPOSIT ~
DATE 'CHECK # ! AMOUNT ~ A MOUNT BALANCE Description
09/26/08; ~- 5217_931 5217.93
__
09/29/08; 411; 49.13 _ ~ 5168.80 Comcast _
09/29/08
! 412 21 00
~
--
--- 5 471 80 First Energy Corp
- - --- -
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09/29/08; --
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- ---
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__
-- _5058.8_8 Embarq Bill
_ __ ____ -
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10/06/08 - - - - - -
414 ~ ~
220.00
_
-- - 4838.88 Housecalls RX -- - - -- -- --- - ---
_ -
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10/06/08 _ 1-
1973 88 ~
6812.76 Transf from hagerstown __ ____
_
_ _
10/23/081 _
4085.80
4151 ~ 2726.96 Forest Park Health Ctr _
- - -
10/23/08_ _
-- ~___
416
--- --
----
25.00
--
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2701.96 Alan Huff
- ---- -
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--- 10/24/08 ._. -- - _ - ~
~ 0.27~ 2696.7011nterest
- --
11/06/08 1973.88 ~ 4670.58 Transf from hagerstown
_ I ~ 0.16 4670.74tlnterest
- - _ -
'
12/03/08 ~
_41.8! 4376.24 294.501 Forest Park Health Ctr
- __ _ _-
- - - - ---_
_ _
12/03/08! ' ~ 1973.88{ 2268.38~Transf from hagerstown
12/16/08': 419' 2046.00 ~ i 222.38 FForest Park Health Ctr
_- _ __
12/26/08 ~ 0.13 ~ ___
222.51 Interest
__. _ _ -
01/09/09 ~ 203.00 ~ 425.51 ~ Deposit
_..
I 1892.78 __ __ _ __
2318.29 Deposit
_. ..--
01123/091 _
_
420
_
205.6_._0.0
_
-- - --_ - -- - - -
-- -
262 29 Forest Park Health Ctr . -___ ___
- -
01/23/09~ ~ 0 02 262.31 Interest
---
02/03/09 203.00 465.31 Soc Sec
-- ---
02/11/09 1875.38 2340.69 Deposit
- --- - --
--- - - _
02/25/09
- - -- --- ------
02/25/09 --
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421
-----
62.03
- -
-
0.06
2278.66 Credit Co ection ervrces
-
__2278.72 nteres _._________
02126/09, 422 2056.00
- 222.72 Forest Park Health Ctr _ ________
-- - - -
03/03/09
-- -
-
203.00
425.72 Soc Sec ___-__i ___ ___-
__ _ - -
03/11/09
- - _ . - ---
__.
30 45
t
395.27 Hagerstown Pay off __ _ ___ ___
-- - -
est Park Health Ctr
73 F
1660
03/18/091 423_ ~ 2056.00 _ _ _ __..__
or
.
-
03/23/09 35.00+ -1695.73,Overdraftfees _
03/25/09 ~ ~ 0.02; -1695.71 !Interest
---- _ -
03/26/09~ 6.00, ~ -1701.71 `Overdraft fees
_. _ __ _ _ .
_ _ . ._
03/27/09
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203 0.00 i Deposit
_. ----
OOiSoc Sec
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04/03/09 . .
__
_ -
05101 /09 ~ ~ 203.00 I _ 406.00' Soc Sec
5/7/2009`. 250.00'
_ _.
- 656.00 Stimulus
- - - - -rt- -----
__
7/23/2009~ 656.00 ~
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