HomeMy WebLinkAbout11-21-11h ~ i
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~~~~``''-'''°,~~~~ CUMBE;ANI3~~:UNTY
~'` AGING & COMML~NI'I'~ LRVICES
i 1100,0 REM,QNT.RO ,~thRLISLE, Pr1 17015
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4 ~~ ~ FAx: (717) 240-6118
r •-~-`' ~. Gary Eichelberger
One Team ...One Mission ~~r't- ~' ;_,~~
((~~' ~,,i. ': ~_r ~'..% ~l,a., rA Chairman
FINAL GUARDIANSHIP REPO`~'~` `. ~ ,
FOR GEINZ JUHL Richard L. Rovegno
November 19, 2011
Report from Guardian of Person and Estate
Cumberland County Aging and Community Services
PERSON
On March 28, 2011 Judge Ebert appointed the Cumberland County Aging and
Community Services the Permanent Plenary Guardian of Person and Estate of Heinz
Juhl.
At that time Mr. Juhl was admitted to Country Meadows's dementia unit which was a
secured unit. This was initially necessary because of the possibility of his leaving the
facility with a lady friend of many years. Mr. Juhl was later moved to the unsecured
dementia unit. Although residents are allowed to leave this unit, there was greater
supervision than in the regular assisted living wing.
Among some other personal items, his radio, exercise bike and eventually his laptop
were moved from his house to the Home. He enjoyed listening to music. Eva, his
companion of 22 years visited 3 times a week and stayed most of the day. His son,
Ray, called him every evening at 6:OOpm.
On May 5, 2011 Heinz fell at Country Meadows and was taken to holy Spirit Hospital.
He had suffered a hip fracture. Aging staff gave authorization for surgery to place a
titanium pin in his him. Several days following surgery he developed pneumonia and he
was moved to the heart unit. He recovered well enough to be moved to the Claremont
Nursing and Rehab Center for rehabilitation. Following his discharge from Rehab, he
remained at Claremont for long term nursing care. Mr. Juhl improved and was eating
better. His dentures were apparently lost at the hospital so he was fitted for a new pair.
He was able to wheel himself 50 feet in his wheelchair and had minimal assistance with
bed mobility. He did require some assistance with dressing.
In June he began having difficulty with swallowing. By September they started him on a
full liquid plus diet because of the swallowing problems. He also developed a cough.
EMAIL US AT aging@ccpa.net OR VISIT OUR WEBSITE AT www.ccpa.net/aging
~,
After consulting with the family it was agreed that the home would do comfort measures
only in light of the fact that he had throat cancer in the past and his overall condition.
Heinz Juhl passed away September 25, 2011. As per his wishes, pre-arrangements
had been made with the Cremation Society.
ESTATE
Prior to our becoming Guardian of Estate, Mr. Juhl's was the victim of many lottery and
other scams. After the Agency became guardian it became obvious how involved he
was. He received large amounts of mail from numerous scams, including several from
foreign countries including Nigeria, China and Canada. We filed a written complaint
with the US Postal Inspector concerning the scams that were using the mail to contact
him. Some also were taking out electronic withdrawals from his checking account.
He had numerous accounts at PSECU. PNC, Metro and Sovereign Banks and his
assets were significant. A checking account at Sovereign Bank was also closed and the
interest from his CDs there were changed to be added back into the CDs. This was the
only involvement we had with his accounts at Sovereign. The Agency was accepted as
being guardian at PSECU but we conducted no business with those accounts.
His main checking account was at Metro where we opened a guardianship checking
account. Most of the bills were paid out of this account. The regular checking account
at PNC was where the electronic withdrawals were coming. The PNC Performance
Checking Account was used for checks written to the Claremont Nursing and Rehab
Center. Attached are spread sheets representing the checking account registers and
financial summary of the income and expenses. Also attached is a sheet showing the
final balances of all the accounts at the time of his death. They total $542.585.37.
We had an appraisal done of the personal property in the house which came to
$2237.00. A separate real estate appraisal was done by a different company which was
set at $134,000.00.
In April we had his taxes done by H&R Block where he had them done in the past.
Arrangements were made for an auctioneer to auction personal and real property but
Mr. Julh passed away before this took place. The family took over this responsibility.
Heinz Juhl
Account# 0536847221
CHECK DEPOSIT
DATE CHECK # AMOUNT AMOUNT BALANCE Description
297.08 Opening Balance
3/17/2011 20.84 $317.92 CD -Interest
3/25/2011 17,600.00 $17,917.92
4/6/2011 30.24 $17,887.68 Visa Payment
4/12/2011 100.17 $17,987.85 CD -Interest
4/12/2011 1.41 $17,989.261nterest
4/17/2011 23.08 $18,012.341nterest
4/18/2011 1012 300.00 $17,712.34 Cash
4/18/2011 1013 200.00 $17,512.34 H&R Block
4/18/2011 1015 800.00 $16,712.34 US Treasury
4/18/2011 1016 3,373.00 $13,339.34 US Treasury
4/18/2011 1017 59.00 $13,280.34 PA Dept of Revenue
4/19/2011 14,820.12 $28,100.46 close Sovereign Account
4/19/2011 1,487.67 $29,588.13 Various Deposits
4/19/2011 1018 200.00 $29,388.13 PA Dept of Revenue
4/20/2011 1019 396.00 $28,992.13 Yellow Pages
4/20/2011 1020 42.50 $28,949.63 Holy Spirit Hospital
4/20/2011 1021 188.25 $28,761.38 Cornwell Door Service
4/20/2011 1022 3,760.00 $25,001.38 Country Meadows
4/20/2011 1023 72.91 $24,928.47 West Shore EMS
4/20/2011 1024 138.00 $24,790.47 East Pennsboro Township
4/20/2011 1025 531.90 $24,258.57 Debbie Lupold (tax)
4/20/2011 1026 9.80 $24,248.77 Debbie Lupold (tax)
4/20!2011 1028 39.42 $24,209.35 National Geographic
4/21/2011 1029 44.14 $24,165.21 National Geographic
4/21/2011 1030 200.00 $23,965.21 Christopher Royer
4/21/2011 1031 156.00 $23,809.21 Duty's Lock, Safe and Security
4/25/2011 13.31 $23,822.521nterest
4/26/2011 1032 32.30 $23,790.22 PA American Water
4/26/2011 1033 66.98 $23,723.24 Comcast
4/27/2011 1034 162.00 $23,561.24 Azizkhan Internal Medicine
5/4/2011 1035 34.00 $23,527.24 National Geographic
5/5/2011 1036 8,432.46 $15,094.78 Country Meadows
5/5/2011 1037 445.00 $14,649.78 Country Meadows
5/12/2011 3.03 $14,652.81 Interest
5/12/2011 893.75 $15,546.56 Pension
5/12/2011 96.93 $15,643.491nterest
5/12/2011 1038 39.00 $15,604.49 Life Alert
5/16/2011 1039 70.84 $15,533.65 UGI
5/17/2011 22.34 $15,555.99 CD -Interest
5/19/2011 1040 20.00 $15,535.99 Azizkhan Internal Medicine
5/19/2011 1041 5.51 $15,530.48 AT&T
5/19/2011 1042 6,182.00 $9,348.48 Marina Terwilliger
5/26/2011 5.59 $9,354.07 Comcast -refund
6/8/2011 1043 13.14 $9,340.93 UGI
6/12/2011 100.17 $9,441.10 CD -Interest
6/12/2011 1.65 $9,442.751nterest
6/17/2011 23.08 $9,465.83 CD -Interest 1735
x
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6/21/2011 86.00 $9,551.83 Comcast -refund x
6/24/2011 1044 800.00 $8,751.83 PA Dept of Revenue x
6/27/2011 1045 325.00 $8,426.83 Diversified Appraisal Services x
6/27/2011 1046 10.00 $8,416.83 Azizkhan Internal Medicine x
6/30/2011 1047 550.00 $7,866.83 Alan C Huff, DDS x
7/7/2011 1048 138.00 $7,728.83 East Pennsboro Township x
7/7/2011 1049 1,705.10 $6,023.73 Debbie Lupold (tax) x
7/7/2011 1050 2,232.20 $3,791.53 Country Meadows x
7/7/2011 1051 9.71 $3,781.82 UGI x
7/7/2011 25.00 $3,806.82 Energy Plus Holdings x
7/12/2011 96.93 $3,903.75 CD -Interest 1498 x
7/12/2011 1.09 $3,904.841nterest x
7/14/2011 1052 70.39 $3,834.45 Aging x
7/15/2011 22.34 $3,856.79 CD -Interest 1735 x
7/18/2011 500.00 $4,356.79 State Refund x
8/10/2011 1053 9.71 $4,347.08 UGI x
8110/2011 1054 90.50 $4,256.58 Duty's Lock, Safe and Security x
8/10/2011 1055 120.66 $4,135.92 Aging x
8/10/2011 1056 15.00 $4,120.92 Andrews & Patel x
8/12/2011 100.16 $4,221.08 CD -Interest 1498 x
8112/2011 0.58 $4,221.661nterest x
8/17/2011 23.08 $4,244.74 CD -Interest 1735 x
9/7/2011 1057 8.52 $4,236.22 UGI
9/7/2011 1058 270.00 $3,966.22 Therapy copay CNRC
9/12/2011 100.17 $4,066.39 CD -Interest 1498 x
9/12/2011 0.51 $4,066.901nterest x
9/14/2011 1059 20.11 $4,046.79 Aging x
9/14/2011 1060 148.52 $3,898.27 PharMerica
9/14/2011 1061 1,595.00 $2,303.27 Cremation Soc of PA
$2,303.27
$2,303.27
$2, 303.27
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Heinz Juht
Account # 51-4003-2568
CHECK DEPOSIT
DATE CHECK # AMOUNT AMOUNT BALANCE Description
4/7/2011 ACH
4/11 /2011
4/13/2011 ACH
4/14/2011 ACH
4/18/2011 ACH
4/22/2011 ACH
4/25/2011 ACH
4/26/2011 ACH
4/26/2011
4/27/2011
4/29/2011
4!29/2011 2514
4/29/2011 ACH
5/2/2011
5/2/2011 ACH
5/2/2011 ACH
5/3/2011
5!3/2011 ACH
5/3/2011 ACH
5/5/2011 ACH
5/5/2011 ACH
5/5/2011
5/9/2011
5/27/2011
5/31/2011
5/31 /2011
6/3/2011
6/6/2011
6/9/2011
6/10/2011 ACH
6/15/2011 ACH
6!17/2011 ACH
6/28/2011
6/30/2011
6/30/2011
6/30/2011 2500
7/1/2011
7/5/2011 ACH
7/7/2011
7/11 /2011
7/13/2011 ACH
7/20/2011 ACH
7/27/2011
7/29/2011
8/1/2011
8!312011
8/4/2011
$71,625.69 Opernng Balance
66.98 $71,558.71 Comcast
60.30 $71,619.01 CD 31500327820 Interest
42.04 $71,576.97 PA American Water
19.97 $71,557.00 Vda Prz Bulletin
38.62 $71,518.38 PPL
19,97 $71,498.41 Vda Prz Bulletin
110.26 $71,388.15 UGI
25.00 $71,363.15 Newsletter
66,363.00 $5,000.15 Debit Memo
110.83 $5,110.98 Pension Govt of Canada
858.10 $5,969.08 Annuity PA Treasury
25.00 $5,944.08 DAP
19.99 $5,924.09 Pacnet Services
25.52 $5,949.61 CD 31600236219 Interest
19.00 $5,930.61 ARP
11.75 $5,918.86 Grn Month Dsptch
1,074.00 $6,992.86 Soc Sec
19,97 $6,972.89 Vda Prz Bulletin
19.00 $6,953.89 ARP
19.00 $6,934.89 ARP
2.00 $6,932.89 Priority 50
1.88 $6,934.771nterest
58.35 $6,993.12 CD 31500327820 Interest
107.44 $7,100.56 Pension Govt of Canada
24.70 $7,125.26 CD 31600236219 Interest
858.10 $7,983.36 Annuity PA Treasury
1,074.00 $9,057.36 Soc Sec
0.06 $9,057.421nterest
58.35 $9,115.77 CD 31500327820 Interest x
31.49 $9,084.28 PAWC 0648034 x
2.00 $9,082.28 Priority 50 x
51.74 $9,030.54 PPL x
107.39 $9,137.93 Pension Govt of Canada x
858.10 $9,996.03 Annuity PA Treasury x
25.52 $10,021.55 CD 31600236219 Interest x
15.00 $10,006.55 Chris Robert (snow remova x
1,074.00 $11,080.55 Soc Sec x
2.00 $11,078.55 Priority 50 x
0.18 $11,078.73 Interest x
11.71 $11,090.44 CD 31500327820 Interest x
36.40 $11,054.04 PAWC 0648034 x
23.05 $11,030.99 PPL x
112.07 $11,143.06 Pension Govt of Canada x
858.10 $12,001.16 Annuity PA Treasury x
24.70 $12,025.86 CD 31600236219 Interest x
1,074.00 $13,099.86 Soc Sec x
0.42 $13,100.28 Interest x
8!5/2011 ACH
8/9/2011
8/10/2011 ACH
8/18!2011 ACH
8/29/2011
8/30/2011
8/31 /2011
9/2/2011
9/6/2011 AC H
9/7/2011
9/12/2011 ACH
9/19!2011 ACH
2.00 $13,098.28 Priority 50 x
11.71 $13,109.99 CD 31500327820 Interest x
34.00 $13,075.99 PAWC 0648034 x
23.51 $13,052.48 PPL x
107.68 $13,160.16 Pension Govt of Canada x
25.52 $13,185.68 CD 31600236219 Interest x
858.10 $14,043.78 Annuity PA Treasury x
1,074.00 $15,117.78 Soc Sec x
2.00 $15,115.78 Priority 50 x
0.42 $15,116.201nterest x
31:53 $15,084.67 PAWC 0648034
13.60 $15,071.07 PPL
$15,071.07
$15,071.07
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Heinz Juhl
Account # 51-1370-1631
CHECK DEPOSIT
DATE CHECK # AMOUNT AMOUNT BALANCE Description
$0.00 Opening Balance
4/26/2011 $66,363.00 $66,363.00 Transfer from PNC 2568
5/12/2011 $3.09 $66,366.09 Interest
6/13/2011 $5.81 $66,371.901nterest
6/22/2011 $13,005.00 $53,366.90 CNRC X
7/14/2011 $5.39 $53,372.29 Interest X
8/1/2011 $7,905.00 $45,467.29 CNRC X
8/1/2011 $100.00 $45,367.29 Claremont Res Fund x
8/11/2011 $3.71 $45,371.OOInterest X
8/29/2011 temp $7,650.00 $37,721.00 CNRC X
9/12/2011 temp $1,600.00 $36,121.00 US Treasury
9/14/2011 $1.15 $36,122.15 Interest X
$36,122.15
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Bank Account # Balance estimate
Heinz Juhl Metro Bank 536847221 $2,303.27
Heinz Juhl PNC 51-4053-2568 $15,071.07
Heinz Juhl PNC 51-1370-1631 $36,122.15
Heinz Juhl PNC 31500327820 $21,247.49
Heinz Juhl PNC 31600236219 $60,222.65
Heinz Juhl PNC 31300356602 $60,699.74
Heinz Juhl Metro Bank 101735 $10,006.00
Heinz Juhl Metro Bank 101498 $30,000.00
Heinz Juhl Sovereign 2335351934 $15,000.00
Heinz Juhl Sovereign 2335296337 $20,500.00
Heinz Juhl Sovereign 2331053499 $10,000.00
Heinz Juhl PSECU S50 $20,000.00
Heinz Juhl PSECU S52 $35,000.00
Heinz Juhl PSECU S53 $40,501.00
Heinz Juhl PSECU S55 $60,000.00
Heinz Juhl PSECU S58 $80,000.00
Heinz Juhl PSECU S60 $20,013.00
Heinz Juhl PSECU Money Handler $5,899.00
$542, 585.37
Total paid to Claremont Nursing & Rehab $28,660.00
Total paid to Country Meadows $14,869.66
Reimbursement to Marina Terwilliger $6,182.00