The URL can be used to link to this page

Home My WebLink About08-01-11_.._~ `~-~- r, GUARDIAN' S INVENTORY ~~~~ ~' '~`~' Y~ tr ;~: CUMBERLAND COUNTY, PEI~~'1~VAI?~ --_ ~f~= COURT OF COMMON PLEAS OF ~ -- • ~° ~n a ORPHANS' COURT DIVISION w ~ •~'~ ..~: an Incapacitated Person Estate of Irene S Welsh ~ ~ a Minor No. 2011-023 8 1. Real Estate: (Location, by whom occupied and rental Estimated Value: terms, if applicable) none known Sub-Total for Real Estate: 0.00 2. Personal Property: Estimated Value: Soveriegn Bank checking acct xxx7263 balance as of statement dated 3/21/11 6,352.15 Savings Bond- unknown value at this time Resident Trust Fund held at Manor Care Carlisle statement -Quarter 1 2011 1,557.31 3. Jointly Held Property: Estimated Value: (Set forth real and personal property owned by the Incapacitated Person JOINTLY with any other person(s). State whether held as tenants by the entireties; if not, whether the right of survivorship exists.) Jointly Held Property Form G-04 rev. 10.13.06 Page 1 0 2 ~- ii~ an Incapacitated Person Estate of Irene S Welsh ' I~ a Minor 4. Anticipated Assets: Estimated Value: (Set forth property of any kind expected to be acquired hereafter, together with anticipated date of acquisition.) property Anticipated Date of Acquisition none known Sub-Total for Personal Estate: 7,909.46 (Attach additional sheets if necessary) TOTAL OF ITEMS 1, 2, 3, and 4: .... ......................... 7,909.46 Commonwealth of Pennsylvania ss. County of Oberland ; GOOD NEWS CONSULTING,Inc. ,says that the foregoing is a full, Guardian true and complete Inventory of the Estate of Irene S Welsh , the aforesaid Incapacitated Person or Minor; and that all of the informal:ion set forth herein is true and correct to the best of the Guardian's knowledge and belief. I verify that the statements made in this ) Inventory are true and correct. I under- ) stand that false statements herein are ) made subject to the penalties of ) 18 Pa.C.S. § 4904 relating to unsworn ) falsification to authorities. ) 0 ~----- C.~E~-~ Guardian Attorney for Guardian: Douglas Gent Supreme Court I.D. No.: 29964 Aclc~recc~ 1157 Eichelberger Street Suitt; 4 Hanover, PA 17331 Telephone: (717) 632-4040 Form G-04 rev. 10.13.06 Page 2 of 2 IRENE S WELSH Account # 1681717263 Balances Beginning Balance $4,879.10 Current Balance $6,352.15 Deposits/Credits + $1,473.05 Average Daily Balance $5,983.85 WithdrawalslDebits - $0.00 Interest Paid this Period * $ 0.05 Annuaf'Percentage Yield Earned 0.01% Earned this Period $ 0.05 Paid Last Year $0.76 Paid Year-To-Date $ 0.12 "The interest earned and the interest paid may differ depending on when interest is credited to your account. Service Fees -Itemized Date # Transactions Fee Total _MO_N_THLY MAINTENANCE FEE _.________03121/11__ _~__1`__ ___ 10.00 __ ' $10A0 FEES WAIVED 03{21/11 1 -10.00 - $10.00 Total $0.00 Account Activity Date Description Additions Subtractions Balance 02-22 Beginning Balance $4,879.10 03-01 US TREASURY 312 CIVIL SERV 030111 $1;473.00 $6,352.10 A30318190CSA 03-21 INTEREST CREDIT ~U~US ,~--~'°-~-~~~--~. 03-21 Ending Balance ~ $6,352.15 1N CASE OF ERKORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSFERS CALL YOCJR CUSTOMER SERVICE CENTER AT THE NUMF3ER SI-IOWN ON THE TOP OP YOUR STATEMIN'l~ OR WRITE TO "T'}lE F3AN1: FOR DEEiIT CARD ISSl1ES: 1=0R ALL OTI IER ISSU[:S: Sovereign Bank Sovcrcivn Bank Client Relations Att Attn: Card Disputes Team n: MAl MB3 02 OS 10-421-CRl o. Box s ~ I ot~2 P P.o. BOx 12646 - Boston Iv1A 02243-1002 READING, PA 1961'2-2646 Please contact uc if you think your statement or rccciht is wrong or if you need additional information about a transfer on the statement or receihL We must hear ti~om you no later than 60 days after ~~e sent you the 1RS'1' statement on which the error appeared. • "Dell us vour name and acco!mt number. • Describe the error or the transfer that you arc ensure about and explain as clearly as you can ~~~hv • "I ell us the dollar anxnmt of the suspectLd error. you believe thcrc~ is an error or ~:lt:;~ i,~u need further information. If you tell us orally, ~~~e may require you to send your complaint or question in writing within 10 business days. We will promptly investigate the matter and call or write to you with an answer within 10 business days (10 calendar days in Massachusetts). If we need more time. we nr<ty take up to ~}5 days to investigate your complaint or question. If ~~,e do, we will credit your account within this 1 ~-day period for the amount you think is in error. so you will have the use of the nu~ney during the time tt takes us to complete our investigation. If we ask you to put your complaint or question m ~writin~ and we dig not receive it within 10 business days, we may choose not to credit vour account. For errors invoh int* new accounts. point of sale purchases or foreign transactions. we may take up to 90 days to investigate your complaint or question. For new accounts. we may take up to 20 business days to credit your account fir the amotmt you think is in error. We will tell vrnt the results o1'our investi:ation ~~ ithin 3 business days after com~+leting our investigation. if we decide there was no error. we will send you a .written explanation.~l'ou Wray ask fir copies of tic documents we used in oin- investigation. Important information about your Sovereign Debit Card The networks through which some of your Sovereign Debit Card purchases are processed have begun allowing merchants to process vour purchases without either a signature or a P1N. I1~vou are not required to enter vour PIN when you make a purchase. your ppurchase may be processed cit(tcr through the Visa net~~ork or through the S~~AR or Nl'C[: networks. t1 your purchase is processed through STAR or NYCE, different teens apply and you will not be eligible for the rights and protections available through Visa. Please sec your Personal Deposit Account Agreement for more information. {,~~~ ~ ~> r~ :r f. , .~ ~" ,~ ., ~T ,~~'~ :,°~4- ~ l~<~1;~{~~~3 The Managing Trustees HCR ManorCare Resident Personal Trust Fund 5th floor Resident Trust Statement 04/01/2011 Through 06/30/2011 06/30/201 1 04:04 PM Page 1 Legal Representative Resident # 29192 Welsh, Irene 940 Walnut Bottom Rd . Welsh, Iren e Carlisle PA 170'1 S Bank: M & T Bank Acct #: 3740881531 Admit: 5/10/2010 1:51:32 PM Disch: Beginning Balance $1,557.31 Date Description Check# Withdrawals Deposits Balance Trans ID 04/04/2011 -- -- ---- SSI4/I1 $333.(10 $1,890.31 39016 04/05/2011 private portion 04/l 1 3810 $333.00 $1,557.31 39084 04/30/2011 Interest $0.112 $1,557.43 39549 04/30/2011 Service Charge $0.00 $1,557.43 39550 05/03/2011 SSI S/11 $333.00 $1,890.43 39437 05/04/201 1 private portion 04/ 11 3846 $333.00 $1,557.43 39455 05/31/2011 Interest $0.13 $1,557.56 39914 05/31 /2011 Service Charge $0.00 $1,557.56 39915 06/03/2011 S516/11 $333.~D0 $1,890.56 39768 06/03/2011 Private Portion 6/11 3878 $333.00 $1,557.56 39786 Ending Balance ~ _ __ _ _ , $1,557.56 This is not a bill M & T Bank 3740881531