Beginning Property on Hand does not match the I&A filed.
The conservatee had a preexisting trust, the Sandie Marie Blackford Living Trust. Some of the bank statements are in the name of the trust (RaboBank Account Number xxxxx9906 and RaboBank Account Number xxxxx7348). The trust assets should not be included in the conservatorship estate and should not be accounted for in this accounting. Discuss.
There are cash disbursements to the conservatee which are not being accounted for. The receipts total:
06/18 - $550.00
07/18 - $880.00
08/18 - $2,500.00
09/18 - $200.00
10/18 - $575.00
11/18 - $200.00
12/18 - $600.00
01/19 - $550.00
03/19 - $330.00
04/19 - $376.00
05/19 - $680.00
This totals $7,441.00, or 25% of the total disbursements. 25% of the cash being spent in the estate has not been itemized.
Robin Kernagis is paying for items like groceries and prescriptions and then having the estate reimburse her rather than paying straight from the estate. There are no receipts provided for back-