HomeMy WebLinkAbout12-28-09:~
~I-US-d I5~`8~
CUMBERLAND COUNTY
AGING & COMMUNITY SERVICES
16 WEST HIGH STREET, SUJTF. 100 CARLISLE, Pr1 17013
(717) 240-6110 oR 1-888-697-0371 Exr 6110
FAX: (717) 240-6118
One Team ...One Mission
Gary Eichelberger
Chairman
Richard L. Rovegno
Vice Chairman
Barbara B. Cross
Secretary
Terr}hi.,$arley
ANNUAL GUARDIANSHIP REPORT E7 r~recror -~,~
FOR PAULINE DEMLER
~ _..../ t..i~^ ~_..~.~
_,
~ , ,
,~ _
r
Ci ~ ~;=~.
~
~
December 28, 2009 ~ ~::-3,- , -~ ~_
; `
~~;
~
Report from Guardian of Estate ~'`~ ~`~' ~
-`
Cumberland County Aging and Community Services ~ ~ ~ ..r, ~_'_;
Priscilla Whitman
Aging Care Manager III
, ~
Cumberland County Aging and Community Services was appointed permanent plenary
Guardian of Estate for Pauline Demler on October 16, 2008. Following this appointed
the agency opened a guardianship checking account at Sovereign Bank where she had
done her banking. The funds in her personal accounts were transferred into the new
guardianship account.
The agency assisted Claremont Nursing and Rehabilitation Center, where she resides,
in filing for medical assistance which was approved. The agency also applied to be
named representative payee for Ms. Demler with the Social Security Administration.
Ms. Demler currently receives Social Security of $647.00 which is her only income.
During this year her main expense has been her portion of the payment toward the
nursing care which is currently $502.19 a month. The Office of Aging also receives
$100.00 a month as a guardianship fee which was approved by the court and included
in the court order. Some utility bills were paid from the time prior to her placement in
the nursing home.
Ms. Demler had previously made pre-funeral arrangements so it was unnecessary for
the agency to do that.
Attached is a financial summary of Pauline Demler's income and expenses. Also
attached is a spread sheet representing her checking account register for her personal
account as well as the guardianship account.
EMAIL US AT aging C~ccpa.net OR VISIT OUR WEBSITE AT www.ccpa.net/aging
S~
aouee
I B r` ~ o o ti c~ ao o o 0
N ~n O r' r N N Ch O O
~ N ~ N I~ I` N ti O O
N CO O O ti Cfl ~ M
~ N OO '~ ~t ~ d' d'
N r- ~- r- ~- r-
~
o asuadx e0
~I~l 0 0 0 0 0 0 0 0 0 0
~ o o o o o o o o c~ c~
~ O O O O ~ O ~ ~ M N
~ M T ~
C
O
awoou eo
II ~ 1 O I` O O ti O tt3 N O C'7
N 'd' ~- o o o o 0 0
-~ ao ~ o o co o o r~
ti ~
~ rn
Snoaueaosi
II W 0 0 0 0 0 0 0 0 0
O O O O O O O M M
0 0 0 ~ 0 ~ ~ f~ N
r r ~- s- r r ~- M N
M ~ ~
'd'
~LIIlI~OI~ O
N O M o
~ O ~ N C
N N
C
O N ~ ~
u sailddns~suol}eoipaW O ~
o ~ ~
~
m
~ c
~
00
0 ~ c m
paeo8 pue wood °o L v ~ o
O
~ c ~ j o
._ N
V .a~+ .i~ Q
~ f- f- t!1
dd ~o wwo~ o ° `'~'
v r` r-
d' N ti
}saga}ui N ~ O O
O O O O C
p
0 0 0 0 0 0 0 O
~, ~ianpag Ieioog o ° ° °
~
~ o
~ o
~ o
~
~ O r- r- N
~ V CO CO p~
t C C ~-
O
O
L !
~ ~
~
r
~ L ~ ~ ~ ~ ~ ~ 01 ~ ~
0 0 0
C 7 C N O 0 0 0 ~
0 0 , ~, N N N N N N N N
~ Q . .... > U ~ ~ ~.. ` ~+ C~6
d. Q ( n O Z D ~ t i ~ Q ~ I -
CHECKING ACCOUNT FOR Pauline Demler
Account # 1671006437
t,ritc:K Utl'v51T
DATE CHECK #
~ AMOUNT AMOUNT BALANCE Description
.
09/22/08 _
_ -
2525.27 ~ Transf-Christmas Club
10/01 /08 46.00 2571.27 Supp Sec
10/01 /08
_ ;
_
- -
27.40
_ - - - - --- ~--- - _
2598.67 !Comm Of PA
----- - ----1-
10/03/08
--- -
;
. ~
.---- -- -- --
~
611.00'
~ -------- --- ------ ---------
3209.67' Soc Sec
10/15/08
__
~_____ , --
-
_ 10.00 ~ ------ ----- -----
~ ___
3199.67 Auto Draft
10/21 /08 ! ~ 0.241 3199.91 Interest
10/22/08 __ 3_000.00 - ~--- _
199.91 Withdraw)
10/2_7/08 1 16.63 _
216.54 Deposit
10/31/08
---- ~- 46.00 262.54 Supp Sec
10/31 /08
~ ~
-
27.40 _
289.94 Comm Of PA
11 /03/08
! ~
611.00 ; ---
900.94 Soc Sec
11 /17/08 i 10.00 i 890.94' Auto Draft
--
_
11 /21 /08 !
-----
12/03/08 i
~
0.06
- - -- -- __ __
611.00
- -- -
891.00 Interest
------ --
-- ---------
1502.00 Soc Sec
12/15/08 ~
_ _
10 00 __
--
-' _ _
1492.00 Auto Draft
12/19/081 _ 0.10 1492.10 Interest
01 /15/091 ~_ _
_ _ 10 00 ~ ' 1482.10 Auto Draft
01 /21 /09
_
5.00 _ __
-_.. _ 1477.10 Service Fees
01 /21 /09
---
02/17/09
--- - _~_ I
_- --- _ _.
f
10 00 _0.07 - _
-~ - ..1.477.17 (nterest_______. _ _-___--._--. -
----
1467
17 Auto Draft
- __
_ f
02/20/09 ~ -- - -__. _ i - ~
- - - - - ~ .
- _- _ _ _ _
--__- - - -- - ~ ---- -- --~-
0.06 ; 1467.231 Interest
03/16/09 ~ ~ 10.00 ~ _
~ 1457.23 Auto Draft
03/20/09 5.00 ~ ~ 1452.23 Service Fees
03/20/09 ~
~
0.05 ~ _
1452.28 ~ I nterest
04/15/09
10.00
~ _-
1442.28 !Auto Draft
04/21 /09 5.00 ` ~ 1437.28 ~ Service Fees
04/21 /09 ~ _
_ ~ ~ 0.02 ~ 1437.30 I I nterest
05/15/09 ~
--- _ 10 00' _
y 142
7.30 Auto Draft
05/18/09' I 1427.30 _ _ - .
I .
0.00 Transf to the other a/c
-- --- -- --- _ -_ __ 0.00 - -
~
__ ~
_- - -
- - - - - ---
- ------
0.00
-- --- ------
---_ - _ ._ ; ____ _ 0 00
' 0 001
0.00 ~ __ . - - --
' ~. ~
--- ---
0 00
-
~ 0.00; -- - -----_ _ _ ----
-
i
. _ _ _
: .. ~.
j .j.
I .. - _..4_- __ -..._... .-... _ .._..---.
-. -.._.___. _.--._ ___
0.00
-_ .
,
_ _ __
_.
I
_ - -- -
~ _
-i - - -- - -
0.00 i
' -
~ - . _
- _ _
~ - _ - ----------
0 00
-._._ - - - .- ... fi - - - -
0.00 ~ - --- - - ---- --- -----
--- ----- - - ~ __ - -- ~ - - - ---- ~
-- -
- - i 0.00
- _ - _ - - --_- ... -. ------------
I
!
i - ~
---- - -- - - -
-- - - -._ _ - ~._. ---- 0.00
-~_ .--- --- --- .. ---
-------------------- -
i
~
0.00 ~
-- ----._ - -----_ ... _.._r-. - . ... _ _. _.... --~ -- - - _ -.. _.. -. _ - -. .._ ..--~- - -- -- ---
0.00
0 00'
0.00
o.oo
-
__ .
o.oo
.
-
o.oo
aouee
18 '~ ° rn d- ~ ti o o co M oO r- ~n
0 N ~ d- r N d; M I~ M O r r-
O O ~' ~- r- l,C) ~- 1~• I~ t` 'tt e- e-
O O '~ N ~-- N d' ~ ~ ti O '~ ~
~-
M ~-
M ~
r' ~
~- O 01 f` r
M N
N M
N O
N (~
N 0p
~
~
asuadx eo
~I }
~ o o co M oo o rn o ti c~ r~ o cfl
~ - O O M oo M N ~- O ~n ~t N O N
~ O O ~ ~ ~ ~ ~ O O N M ° O
tf) CO N N ti ~ to O M
~ ~ ~ ~ ~
O
aUaOOU e0
II ~ 1 ~ ~ O M M M N O M M N M rte.
0 N N O O (") M 0 0 0 0 0 M
O O O I~• I` N N ~ f` I` f~ 1` C'M
O N d' d' 00 00 1` 'd' d' '~t d' mot'
C J CO Cfl ~ lf> N Cfl CU CO CO ~
O
r
snoaueilaosiW pMj ~ O O N O ~
M
N M ~
N N m
N op
N ~
N
~
6UIu~0I~ O O M N
r
O O M N ~
~ ti
00
~ O
~ f~ N
d
c 6ul~id ~~ ao~}p °° ° ° °° °
,
o o, o o o o
a
~
°o
°o ,
o°
°o ,
°o .
°
°
x
w N ~- ~- N ~t o
sallddns~suol~eoipaw ° c
o
o ~ v
m ~ c
c~
ao
0 ~ c m
paeo8 pue UJOO~ ~
M °
~- ~
M °
s- rn
~- -~
In rn
r rn
r N N o a o,
N
~") CO
CO N
M CO
CO CO
CO CO
O N
O N
O ~
~ G1
~ T
- W O
N
~ ~ ~ O V O O d
O F- F- tn
snoauellaosiW o° O M ti
M
O N M ~
~
~
M ti
r- M
~'
saaau
} } I '~ ~ O QO oO M N M M M N M M
O N ~- 0 0 0 0 0 0 0 0 0 00
0 0 0 0 0 0 0 0 0 0 0 0 O
~ ~imoag Ieloog o 0 0 o ti o 0 0 o r~
O O M M ~ 0 0 0 0 r
O I~
' f~
' N N op f` I` I~ f~ ~
I~
= ~
O c}
Gfl 00
~ 00
In M
CO d'
CO d'
C~ d'
Cfl ct
CO op
Cfl
N t!7
O
L.
d O
r
~ .F+ ~ O M M 01 O O O O p 0 0 0
C ~
0 ~ N O O p O O p O N 0 0 0
N
d Q 0
~ ~
° N
> N
v N
c . N
a N
~ N
~ N
>' N
~ N
m a o
z ~ ~u ~ ~ Q ~ ~
-~ -~ ¢c n t -
CHECKING ACCOUNT FOR
Pauline Demler
Account # 511082967
CHECK ; DEPOSIT ~ ~
DATE CHECK # j AMOUNT ;
-~----- AMOUNT ~ BALANCE ' Description
10/22/08 ~
__ ~ ~ 100.00 ~ 100.00 Transf-Christmas Club
_
10/22/08' - ~ 3000.00 3100.00 Transf from Old checking A/C
10/24/08 i , ~ 0.04. 3100.04 Interest
11 /24/08_
12/03/0 1
301 ~
1 + _ 0:25 I _ 3100.29 Interest
__
8_
--
-;----- 132.38
--- --- ;
--
-
---- -- - -~ ~ -~
~- 1967.91
---- Claremont Nursin
9
12/03/08 i 302 ~ 195.98fi ' 1771.93 i PPL
12/03/08' 303 48.00: 1723.93; Cumberland-Goodwill FireRescue
12/03/08
304
200.00
1523.93 ~ _
Office of Aging (Nov-Dec)
12/24/08'
0.19 ;
1524.
12 ! _- -_. _ - - ---
Interest
12/31 /08 ~ ~ ~ 20.07'
-- _
1544.19 ~ Christmas club fund left
2 09
_
9
_ _
_ _
647.00 -
2191.19 I
Soc Sec
_ _ _01 /05/0
9 --
----305; _
566.19 ~
-; _ _ .
~
_ _ _ - - -- - - ,- -
1625.00 ~
----- -- -------~
Claremont Nursin
---- --- - ------------ g
01 /23/0
0.08
1625.08 ----
1nterest
01/23/09 _
- 30_6 __ - _ 2.01 _ __ __ 1623.07 Kinetic Imaging
___01/23/09 - __-307 _ __ 1.63 ___ 1621.44 Lewin & Nadar Associates L
LP
01 /23/09 308 100.00 _
1521.44 Office of Aging
02/02/09
647.00 -- -~-------
2168.44 Soc Sec --
02/11 /09
_ _. _ __ ____- 309 1132.38 _ I
- 1036.06 Claremont Nursing
02/11/09 i
--
310
_
100.00
-
- C
_ _
--
------ - ---
__ 936.06 Office of A in
9
-
2/11/091
11 i
_ 25 00~
_
~ ___
-- -- __
--- -------------
911_.06 Alan C. Huff DDS
02/24/09!
- _. ~
---- -I• -- i
- - --~-- 0 08
--- 911.14 Interest
_
02/25/09i
_-.
02/26/09 ~
31.2, _
313 ~
__ 2.01'_
-.._
566 19 ---
909.13 Kinetic Imaging
---- - -- ------ -------
342 94
__
-- - Claremont Nursin
03/03/09 ~
582.30 ~ _ _ _
925.24 US Treasury
03/24/09 ~ 0.03 925.271nterest
04/03/09
- - ._ .
t 582.30 ~ 1507.57
04/06/091_
3141 - - - _
-
566.19' -
_ _
941 38 Claremont Nursing
04/06/09;
315;_
200.00; _ _ _ _
741.38Office of Aging Mar & Apr
04/24/09 0.02
- _ -- _
741.40 ~ I nterest
05/01 /09
'
638.57'
1379.97 ~ Deposit - -
05/07/09: 250.00 ! 1629.97 ~ Deposit
05/18/09 ~
-
1487.30; _ _ _ .
3117.27'Transf from Old a/c
05/22/09' ~ .
0.03; ,_ - -
_ _ -- ---- - - --
3117.30 ~ Interest
_ _-
6 22009 ~ _ ~
_
~ 647.00; 3764.30 ~ US Treasury
~
6
- ' -- __
~
3-16 ; _ - _
939.68
- ___ _ - -
_ ---
i _
__ _ . _ - -
2824 62 Claremont Nursing
6/24/2009
6/30/2009
____ _
0.03 ---
2824 65 Interest ____
___
_ -_
__ 7/3/2009 __ 317 _
_ 566_89 _
- _ _
__6.47.00 2257.76 Claremont Nursing
2_904.76 US Treasury
_ 7/_20/2009 ___ 31_8 ___ ___2__5.27__ 2879.49 PRISM
7/24/2009
-----
200
-----
319 _
02
1 ____
0.03
--- - 2879.52 Interest
- -------
2377
33 Cl
9-_-_ --
---____-- -
'
+- --- .
9--
------- - - --~---
-
.
aremont Nursin
g
8/3/2009
8/18/2009
320
~___
28.08
___ 647.00 ---
3024.33 US Treasury
2996
25 PRISM ~ --
24/2009 _ _--_
~' _
__ _
0.02, .
- ---- --
2996.27 Interest
8/26/2009 i
321
502.19: - ----- ------- -----
2494.08TCIaremont Nursing
8 3?2, 400.00, 2094 08TAging & Comm Svcs (May-Aug)
9/3/2009
_ __ _ ___
_ _ ___
647.00 __
2741.08 ; US Treasury
9/24/2009;' ~ ~ 0.03 ~ 2741.11 I terPSt