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Home My WebLink About08-01-12IN RE: AMANDA MCKEE : IN THE COURT OF COMMON PLEAS An Incapacitated Person :CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No.: 21-OS-463 FINAL REPORT OF THE GUARDIAN OF THE ESTATE AND PERSON OF AMANDA MCKEE, AN INCAPACITATED PERSON S ~' AND NOW, this 3 ~ day of 2012, comes Elizabeth Reinecker, Guardian of the Estate and Person of Amanda McKee, an adjudicated incapacitated person, and files the following Report pursuant to the Probate Estate and Fiduciaries Code (20 Pa.C.S. §5521(c)(1)(i)(ii)): 1. The Reporter is Elizabeth Reinecker, whose address is 9 Mayfield Road, Mechanicsburg, Pennsylvania 17055. 2. The Reporter was appointed plenary guardian of the person and estate of Amanda McKee by Order of this court dated June, 20, 2005. 3. Amanda McKee died on March 5, 201 1. 3. At the time of her death, Amanda McKee received the following monthly income; copies of the most recent check for Chevron is attached hereto as Exhibit "A"; +~~ ~ Social Security and Chevron were automatically deposited into Mrs. McKee's resident G~ C.~ „~_ .-;: _ _ lei ~ Q s.._. C1.. x¢cpUunt at Claremont Nursing and Rehabilitation Center. __ ~ ~ ~, a- ;~U - _ -- ~ ,-,~° a. Chevron Retirement Plan $267.90 t - , ~'F ~ }~ .__, cr V~ ; ~ b. John Hancock Financial Services 29.65 .. ~~.~ C-., c~ ~ _ v c. Social Security $1,513.00 1,~~~ 4. As of the time of this report, Amanda McKee had the following accounts through Susquehanna Valley Federal Credit Union, a copy of the statements from September 2010 to March 2011 are attached hereto as Exhibit "B": a. A checking account with a balance of $1425.94 as of March 2011. b. A savings account with a balance of $2,603.36 as of March 2011. 5. Amanda McKee had an account held through Claremont Nursing & Rehabilitation Center with a balance of $3,265.18 as of March 2011. Said balance was disbursed to Malpezzi Funeral Home on May 4, 2011. A copy of the statements from July 2010 to May 2011 are attached hereto as Exhibit "C". 6. The majority of expenditures made on behalf of Amanda McKee were made from her Susquehanna checking account for Claremont Nursing & Rehabilitation Center and other miscellaneous necessities. 7. Amanda McKee resided at Claremont Nursing & Rehabilitation Center, 1000 Claremont Road, Carlisle, Pennsylvania 17013, at the time of her death. 8. Amanda McKee suffered from Alizhimers, which made her unable to make and communicate knowledgeable decisions and was in need of daily care. 9. Amanda McKee was receiving medications at the time of her death. A list of said medications are attached hereto as Exhibit "D." 10. Throughout the term of the guardianship, the guardian has exercised her guardianship rights by visiting Amanda McKee at Claremont Nursing & Rehabilitation Center. Respectfully Submitted, Wendy Weikal-Beauchat Beauchat &Beauchat 63 West High Street Gettysburg, PA 17325 Phone: (717) 334-4515 Facsimile: (717) 337-2010 Supreme Court Id. #71930 VERIFICATION I, the undersigned guardian of the person and the estate of Amanda McKee, hereby verify that the foregoing report and account is true and correct, to the best of my knowledge, information, and belief. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S.A. §4904 relating to unsworn falsifications to authorities. Elizabeth Reinecker ADDRESS CHANGE FORM (please phut clearly) ~X~~~~~ DIRECT DEPOSIT ENROLLMENT FORM (please print clearly) _ NAME STREET ApT# CITY ST ZIP CODE TELEPHONE#( 1 MY LEGAL RESIDENT STATE IS: (SIGNATURE) ~A~ BANK NAME BANK MAILING ADDRESS CTT~' __ ST ZIP CODE please make av l for one type of account ^ CHECKING ar ^SA~'INGS ACCOUNT # (please enclose a ~TOIDID check) ABA# ~~OC~~~~O~ (SIGNATURE) (JOINT SIGNATURE IF APPLICABLE) 7 0 76 10 0 O 1 XXXXX8165 201 101 •I hereby audtorize Jolty Hancock Life Iusutauce Company (U.S.A.) w initiate credit euhies to my account indicated above. If au amount should be credited to my account iu enur, or after my death, I authorise the apprupriate debit ad~stmevt.' GROSS AI\tUUNT DIDLTCTIONS/CREDITS FEDERAL W/H 29.65 ARIOUNT 0.00 DL;EDATE: 03/31/2011 CHECKNU111BER GB7-001629238 ID NO. 7076 10001 XXXXX8165 201 101 FOR QUESTIONS PLEASE CALL: 1-800-624-5155 SEND REQUESTS TO: JOHN HANCOCK LIFE INSURANCE CO. (U.S.A.j TUTAI. DEDUCTIONS NET Ab1ULTIT TA.X REPORTING TAXABLE AMT PO BOX 9512 0 .00 PORTSMOUTH, NH 03802-9512 29.65 AMOUNT 29.65 JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.} ~~~ s2-zo CHECK NUIvIBER GB7-001629238 311 GB7-001629238 03 N ID NU. 7076 10001 XXXXX8165 201 101 0477 Month Da • Year In the Amount of 03 31 2011 *s#ss*s*sss***s**:*ss****:r*+**~****°EAACTI.Y T~1'ENZY NINE DOLLARS AND bSCENTS#**s~:***~ssss**s*:*::«***:s**#*t*s Pay to the order of not valid after IRO days AMANDA MCKEE In the Amount of 9 MAYFIELD RD S*********29.65** MECHANICSBURG PA 17055-5628 ~' Citibank, N.A. ,~'~~ ~/(/, ~/~ ~ ~~""~l Une Penn's l~'ay New Casde, DE 19720 `~,~~~ ~ EXHIBIT V` ~~ a u• 16 29 23B11• I:03 ~ 9 ' 75453?n• SUSQUEHANNA ALLEY .- FEDERAL CREDIT UNION 3850 HARTZDALE DRIVE CAMP HILL, PA 17011-7804 (717)-737-4152 Iu~III~ul~luulJnl~lulJnl~~n~I~~~uI~IInJ~l~ni~~~~ r•~ 00001263 1 AV 0.335 ~'e ELIZABETH REINEKER FOR AMANDA MCKEE 9 HAYFIELD RD MECHANICSBURG, PA 17055-5628 Member#: 14698 001263 001263 1-001263 Statement Date: 09/30/2010 Page#: 1 Mail Code: Tran Eff Transaction Tran Fee Finance Loan Date Date Description Amount Amount Charge Principal ---------- Balance ----------- ----- 08/01 ----- ------------------------------ ----------- Type: 00'- REGULAR SHARES - 00 -------- -- ------- PREVIOUS BALANCE 2598.48 Joint with: ELIZABETH A. REINECItER 09/30 09/30 Dividend Posting 1.64 2600.12 ** ANNUAL PERCENTAGE YIELD EARNED: 0.25 $ FOR A PERIOD OF 92 DAYS ** 09/30 NEW BALANCE 2600.12 08/01 Type: 40 - SHARE DRAFT - 40 PREVIOUS BALANCE 1248.04 09/30 NEW BALANCE 1248.04 Member Year-to-Date Totals YTD Taxable Dividends: 4.86 YTD Interest: 0.00 YTD Charges: 0.00 Remember to use your SVFCU Platinum Visa credit car d with Scor ecard Rewards for all of your holiday purchases. Earn prizes while shopping for others! To apply for this Visa credit card, visit SVFCU.org or call a loan officer today. EXHIBIT D ,.,~ D .~ SUSQUEHANNA ALLEY F E D E R A L C R E D I T U N I O N 3850 HARTZDALE DRIVE CAMP EIILL, PA 17011-7809 (717)-!!737-4152 ~ut~~~n~~~~uu~~~u~~~u~~~u~~uu~~~~u~~~~u~~~~uu~~~~ y.~ 00001674 1 AV 0.335 ELIZABETH REINEKER FOR AMANDA MCKEE 9 HAYFIELD RD MECHANICSBURG, PA 17055-5628 001674 001674 1-001674 Member#: 14698 Statement Date: 12/31/2010 Page#: 1 Mail Code: Tran Eff Transaction Tran Fee Finance Loan Dats Bate Description A;uaun.. Aaa unt Char a Prlnc.' al Falance 10/01 Joint Type: with: 00 - REGULAR SHARES - 00 ELIZABETH A. REINECRER ---- ----- --- ----- - PREVIOUS BALANCE ---------- 2600.12 12/31 12/31 Dividend Posting 1 64 12/31 . ** ANNUAL PERCENTAGE YIELD EARNED: 0.25 $ FOR A PERIOD OF 92 DAYS ** 2601.76 10/O1 Type: 40 - SHARE DRAFT - 40 NEW BALANCE 2601.76 12/31 ' PREVIOUS BALANCE 1248.04 Member Year-to-Date Total NEW BALANCE s 1248.04 YTD Taxable Dividends: 6.50 YTD Interest: 0.00 This New Year, we'd like to thank YTD Charges: you for trusting SVFCU 0.00 to meet your financial needs We know you l i have many choices in the financial industry and . we appreciate the confidence you p ace n us. ;Happy New Year! SUSQUEHANNA ALLEY F E D E R A L C R E D I T U N I O N 3850 HARTZDALE DRIVE CAMP HILL, PA 17011-7809 (717)-737-4152 I~~~ill~~~ill~~~~l~l~~l~l~~l~i~~ll~~~~l~ll~~l~ll~~~l~l~~~~l~li 00000331 1 AV 0.335 ELIZABETH REINEKER FOR AMANDA MCKEE 9 HAYFIELD RD MECHANICSBURG, PA 17055-5628 Tran Eff Transaction Dats Date--Description ----- ----- ------------------------- 02/01 Type: 00 - REGULAR SHARES - 00 Joint with: ELIZABETH A. REINECRER 02/28 02/01 Type: 40 - SHARE DRAFT - 40 02/03 02/03 Deposit (Checks In (GUI)) 02/05 02/05 Deposit (Checks In (GUI)) 02/28 000331 000331 1-000331 Member#: 14698 Statement Date: 02/28/2011 Page#: 1 Mail Code: Tran Fee Finance Loan Amount -- ----------- Amount Charge Prircigal --- Ealance ----- --------- --- PREVIOUS ------- - BALANCE ---------- 2601.76 NEW BALANCE 2601.76 PREVIOUS BALANCE 1248.04 59.30 1307.34 88.95 1396.29 NEW BALANCE 1396.29 Member Year-to-Date Totals YTD Taxable Dividends: 0.00 YTD Interest: 0.00 YTD Charges: 0.00 Can a night of dinner and dancing only cost $15? Yes! At SVFCU's annual meeting! Join us at the Susquehanna Club in New Cumberland on Saturday, March 26 for our annual meeting featuring dinner, pri2es, dancing and a brief business meeting. Call for tickets today. SUSQUEHANNA ALLEY F E D E R A L C R E D I T U N I O N 3850 HARTZDALE DRIVE CAMP HILL, PA 17011-7809 (717)-737-4152 ~n~~~~u~~~~uu~~~n~~~n~~~u~~un~~~~u~~~~u~~~~uu~~~~ 00001714 1 AV 0.335 ELIZABETH REINEKER FOR AMANDA MCREE 9 HAYFIELD RD MECHANICSBURG, PA 17055-5628 Member#: 14698 0001714 001714 1-001714 Statement Date: 03/31/2011 Page: 1 Mail Code: Tran Eff Transaction Tran Fee Finance Loan Date ----- lyate ----- DesariptiQn ---------------------- Amount r'lmou~at Charge PriYicipal Balarsce 03 01 Joint Type: with: --- 00 - REGULAR SHARES - 00 ELIZABETH A. REINECRER ----- ----------- -------- -- ------- ---------- - PREVIOUS BALANCE ---------- 2601.76 03/31 03/31 Dividend Posting 1 60 03/31 . ** ANNUAL PERCENTAGE YIELD EARNED: 0.25 $ FOR A PERIOD OF 90 DAYS ** 2603.36 03/01 Type: 40 - SHARE DRAFT - 40 NEW BALANCE 2603.36 03/05 03/05 Deposit (Checks In (GUI)) 29 65 PREVIOUS BALANCE 1396.29 03/31 . 1425.94 NEW BALANCE 1425.94 Member Year-to-Date Totals YTD Taxable Dividends: 1.60 YTD Interest: 0.00 YTD Charges: 0.00 Interest certific rates might be down, but t ' your options are looking up! If you have a maturing meeting a e or you re looking for with financial advi other investment S alternative s, you could benefit from sor at VFCU. Learn more online at SVFCU.org. CLAREMONT DIURSING & REHAB CTR 1000 CLAREMONT ROAD CARLISLE, ~ n 17013 Elizabeth Reinecker 9 Mayfield Road Mechanicsburg, PA 17055 S A V I Pd G S S T A T E M E i1 T Statement Numb Date Date Amanda McKee Aamissior~ Date Resident ID Nr ~r 357 Page From 07/01/10 Thru 09/30/10 03/24/05 4562 1 ry 'Iran _ - -____._ ______. ~_______ Date Refer Fn Code Description Deposits Disbursed Balance Ck Date Ck # Payee Balance E'or~rard 2, 375.98 07/03!lu 620028 G DP JUL SS 1,513.00 3,888.9$ 07/03/10 327688 G DP JUN JCrN HANCOCK 29.65 3,918.63 07/12J10 41059 G 'DISH JUN II~C CREDI^ -.09 3 918.72 07/29/10 981354 G DP JUL CHEVRON PWidA 27.90 4,186.62 07/31/l~J 41102 G DISB JUL NET TNC DI]E• 1,']67.18 2, 419.44 07/31!10 361.790 G DP JUL JOHN HANCOCK 29.65 2,449.09 08/03/1G 608010 G DP AUG SS 1,513.C0 3,962.09 08/30/10 988949 G DP AUG CHEVRON 267.90 4,229.99 08/31/10 395576 G DP AUG JOHN HANCOCK 29.65 4,259.64 08/31/10 41184 G DISB AUG NET INC DUE 1,767.18 2,492.46 09/09/10 553309 G DP SEF SS 1,513.00 4,005.46 09/30;10 41266 G DISB SEP NET INC DUE 1,767.18 2,238.28 09/30/10 996554 G DP SEP CHEVRON PENS 267.90 2,506.18 09/30/10 G INTER INTEREST INC TO RES .7? 2,506.91 Totals 2,375.98 5,42.38 5,301.45 2,506.91 EXHIBIT g - ~ ~ . CLAREMONT NURSING & REHAB CTR 1000 CLAREMONT ROAD S A V I N G S S T A T E M E N T CARLISLE, PA 17013 ________________________________ Statement Number 358 Page 1 Date From 10/Ol/10 Date Thru 12/31/10 Amanda McKee Elizabeth Reinecker 9 Mayfield Road Mechanicsburg, PA 17055 Admission Date 03/24/05 -------- Reside nt ID Nr 4562 __ ------- --- Ty ------- Tran ------------- -- --------- ----------- ------------ ---------- Date Refer Fn Code Description Deposits Disbursed Balance Ck Date -------- Ck # ------- --- ------- Payee ------------- -------- - Balance Forward ------------ ------------ ---------- 2,506.91 10/28/10 004125 G DP OCT CHEVRON PENS 267.90 2,774.$1 10/28/10 473093 G DP OCT SS 1,513.00 4,287.81 10/31/10 41356 G DISB OCT NET INC DUE 1,767.18 2,520.63 11/15/10 011665 G DP NOV CHEVRON PENS 267.90 2,788.53 11/15/10 391493 G DP NOV S5 1,513.00 4,301.53 11/30/10 41445 G DISB NOV NET INC DUE 1,767.18 2,534.35 12/28/10 019211 G DP DEC CHEVRON PENS 267.90 2,802.25 12/30/10 287273 G DP DEC SS 1,513.00 4,315.25 12/31/10 G INTER INTEREST INC TO RES .51 4,315.76 12/31/10 41522 G DISB DEC NET INC -- DUE -------- ---------- 1,767.18 - 2,548.58 Totals 2,506.91 5,343.21 --------- 5,301.54 ---------- 2,548.58 CLAREMONT NURSING & REHAB CTR 1000 CLAREMONT ROAD CARLISLE, PA 17013 Elizabeth Reinecker 9 Mayfield Road Mechanicsburg, PA 17055 S A V I N G S S T A T E M E N T -------------------------------- Staterient Numb Date Date Amanda McKee Admission Date Resident ID Nr =r .328 Page From 04/Ol/li Thru Oh/30/11 03/24/05 4562 1 -------------------------------------------------------------------------------- Tv Tran --- Date Refer Fn Code Description Deposits Disbursed Balance Ck Date Ck # Payee -------------------------------------------------------------------------------- Balance Forward 3,265.18 05/04/11 41896 G DISB MALPEZZI FUNERAL HOM 3,265.18 .00 Totals 3,265.18 .00 3,265.18 .00 ~~~ ~-~ 3~ ~~ C~ `~ _. c~,~ ~ ~-s~ ~ ~- ~'~~ ~ ~- ~~.~ ~-~ cc~v.~~: t~~'~CZ~,~~ ~'~ EXHIBIT g o, ~ 1_ . VERIFICATION I, the undersigned guardian of the person and the estate of Amanda McKee, hereby verify that the foregoing report and account is true and correct, to the best of my knowledge, information, and belief. I understand that false statements herein are made subject to the penalties of 18 Pa.C.S.A. §4904 relating to unsworn falsifications to authorities. /~ r~ r Elizabeth Reinecker