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,��, 1�GING & �OI`�IVIUI�TI`T`�Y S�I��TIC��
g'� �'� � 1100 C1�,4Rr;�oN'r Rll CA1zl,Is1,]�,P� 17015
�\, �'� (717)240-6110 OR 1-888-697-03%1 },xt'6110
�aMiMUN� rAk:(717)240-6118
One Team ...One Mi.crion Bazbara B Cross
Chpirman
Jim Hertzler
Vice Chairman
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�wy niciieiuerger
Secrelary
� Q� Terry L Barley
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,•, --� �" � ANNUAL GUARDIANSHIP REPORT
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� -.�" ,,_ ;' ; FOR DAVID STEIGLEMAN
�� ��� Q �' �=' i December 2012-November 2013
c' " :Report for Guardianship of Person and Estate
�i ��-� � `�� _�atrmberland County Aging and Community Services
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� �'-Or�eptembe�12, 1011 Judge Ebert appointed Cumberland County Aging and
Community'Services as David Steigleman's Plenary Guardian of Person and Estate. At
the time of the appointment, Mr. Steigleman was in the Cumberland County Prison. The
next day he was admitted to the Claremont Nursing and Rehabilitation Center where he
continues to reside.
Upon admission, he was diagnosed with Alcohol induced dementia, HTN, Bi-
polar, PVD, dementia with psychotic features, hyperlipidemia, and shoulder pain. Last
year he had been diagnosed with debility, Chronic Obstructive Pulmonary Disease, and
anxiety. This year he was diagnosed with GERD, Restless leg syndrome, and cataracts.
In December 2012, the roam alert bracelet was taken off David. He signs in and
out from his floor appropriately and David responded positively to this. At the March
care plan it was reported that David was not attending activities as he used to and
seemed more depressed. One possible reason for this was the death of another
resident with whom he had been friends. He is also shaking more with his head and
hands: The increase in shaking may be caused by the doctor's decreasing his Seroquel
last month. This was increased the next month due to increase in agitation.
Aging Staff attended the third floor Christmas Party. David was dressed up for
the occasion and enjoyed the activity. He especially enjoyed singing along with the
carols. He received presents from Aging that were donated by a private group.
In April two Aging staff members took him and another person for whom the
Agency is guardian out to Bonanza for lunch. He really looks forward to these outings.
At the November 2013 care plan the staff reported that although he spends a lot
of time alone in his room, he has managed to make some friends on other floors. He
regularly eats with different residents and has friendly conversations. He attended a
buffet and play at Allenberry.
He has not brought up the idea of returning home lately and his wife usually visits
him a few times each month.
In November Aging staff again took him and another resident out to lunch at
Hoss's. David enjoys this immensely.
During this period, David was visited by Aging Staff 9 times.
I.MAIL US AT aging�p ccpa.net OR VISI"I'OUR W}�;BSITF,AT www.ccpa.net/aging
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It is the request of the Cumberland County Office of Aging that the Agency retain
Guardianship of Person for David Steigleman. The Claremont Nursing and
Rehabilitation Center has demonstrated an adequate quality of care for his medical
problems. We believe, therefore, that David Steigleman should continue to reside in that
nursing facility.
ESTATE
After being named representative payee by Social Security, we received his first
check as a paper check on November 14, 2012 for $1170.00. This was deposited in a
guardianship account that was opened at F&M Trust.
Through Legal Services provided by Aging, David's spouse met with attorneys
concerning outstanding balances on credit cards with David's name only. It was
determined that the spouse is not responsible for those. Since David is in a nursing
home on MA, the attorneys will write letters to each creditor in an attempted to get them
to write off the balances.
In January, the spouse was sent a check for $3000 representing her portion of
his November, December and January Social Security.
In March we received a revised PA162 from the Board of Assistance. They are
requiring the spouse be given $1718.64 per month from David's income. Since she
currently received his pension of$637.07 and his Vanguard account income of$146.59.
Of the amount remaining, she will received $735 per month and $200.00 per month will
go toward the money she owes Claremont for underreporting her income. The current
balance of the arrears is $4636.60.
The PA162 did not show the deduction of$104.90 for the Medicare premium. MA
advised us that the amount that should go to Claremont is therefore $238.02. In May
when he received an increase in Social Security to $1318.00, the amount paid to
Claremont is $365.08.
Aging also notified Social Security and his pension fund requesting they stop
federal withholding.
As required by Medical Assistance, David's life insurance policy had to be
cashed in because he was still paying on it. We received the check totaling $3608.92.
This was then used towards funeral pre-arrangements which is allowed by Medical
Assistance.
To this point, Cumberland County Aging and Community Services has not
received any guardianship fee as allowed by the guardianship court order
It was decided we would not do so until the arrears to Claremont are paid in full.
It is the request of the Cumberland County Office of Aging that the Agency retain
Guardianship of Estate for David Steigleman. Attached is a financial summary of David
Steigleman's income and expenses. Also attached is a spread sheet representing his
checking account register.
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David Steigelman
F&M Trust Acct#36 80649
CHECK DEPOSIT
DATE CHECK# AMOUNT AMOUNT BALANCE Description
11/14/2012 1170.00 Opening Balance X
12/12/2012 1170.00 2340.00 Soc Sec X
12/27/2012 1001 64.00 2276.00 Prudential X
1/9/2013 1186.20 3462.20 Soc Sec ;;
1/14/2013 1002 3000.00 462.20 Trudi Steigleman X
2/7/2013 1003 12.80 449.40 Prudential X
2/7/2013 1004 12.80 436.60 Prudential X
2/13/2013 1186.20 1622.80 Soc Sec X
3/13/2013 1186.20 2809.00 Soc Sec X
3/27/2013 1005 735.00 2074.00 Trudi Steigleman- March X
3/28/2013 1006 200.00 1874.00 CNRC -Arrears X
3/28/2013 1007 238.02 1635.98 CNRC -January 2013 X
3/28/2013 1008 476.04 1159.94 CNRC - Feb. & Mar. 2013 x
4/3/2013 1009 100.00 1059.94 Cash - personal expense x
4/3/2013 1010 96.00 963.94 Parking Violation- Philadelphia x
4/10/2013 1186.20 2150.14 Soc Sec x
4/22/2013 1011 200.00 1950.14 CNRC -Arrears x
4/22/2013 1012 735.00 1215.14 Trudi Steigleman -April x
4/25/2013 1013 165.08 1050.06 CNRC - May . x
5/8/2013 1318.00 2368.06 Soc Sec x
5/21/2013 1014 735.00 1633.06 Trudi Steigleman- May x
5/22/2013 1015 200.00 1433.06 CNRC -Arrears x
5/22/2013 1016 165.08 1267.98 CNRC -June x
6/8/2013 1318.00 2585.98 Soc Sec x
6/25/2013 1017 200.00 2385.98 CNRC -Arrears x
6/25/2013 1018 165.08 2220.90 CNRC -July x
6/25/2013 1019 735.00 1485.90 Trudi Steigleman -June x
7/8/2013 1318.00 2803.90 Soc Sec x
7/22/2013 1020 165.08 2638.82 CNRC -August x
7/22/2013 1021 200.00 2438.82 CNRC -Arrears x
7/22/2013 1022 735.00 1703.82 Trudi Steigleman -July x
8/2/2013 3608.92 5312.74 Prudential - Cash surrender x
8/14/2013 1318.00 6630.74 Soc Sec x
8/29/2013 1023 200.00 6430.74 CNRC -Arrears x
8/29/2013 1024 165.08 6265.66 CNRC -September x
8/29/2013 1025 3608.92 2656.74 Homesteaders Life Co. x
9/11/2013 1318.00 3974.74 Soc Sec x
9/16/2013 1026 735.00 3239.74 Trudi Steigleman-August x
10/2/2013 1027 200.00 3039.74 CNRC -Arrears x
10/2/2013 1028 165.08 2874.66 CNRC - October x
10/2/2013 1029 735.00 2139.66 Trudi Steigelman -September x
10/11/2013 1318.00 3457.66 Soc Sec x
10/24/2013 1030 637.88 2819.78 CNRC - partial Oct. - Nov. -$2.04 X 7 mo. Ins x
10/24/2013 1031 200.00 2619.78 CNRC -Arrears x
11/8/2013 1032 45.00 2574.78 Cash - personal expense x
11/8/2013 1033 532.00 2042.78 Trudi Steigleman -October x
11/13/2013 1318.00 3360.78 Soc Sec x