If this wasn't the last thing I could actually do for my sister, I may have given up.
So, I'm thinking I have the vast majority of what the elder lawyer wants. Had already gone to ACNB bank
and got an inch and a half worth of papers on accounts. Saved a pile of brokerage statements to a flash
drive and passed it on. Lots of other cards, statements, insurance, etc.
Then I got an email Thursday morning, with all new account statements to retrieve. For whatever reason,
2020/21 taxes were saved on a flash drive, but not in PDF form and unopenable. Had to order from IRS.
2022/23/24 sent on a flash drive she couldn't open, so now printed off. ACNB got me everything requested
here on Friday, with the caveat that from now on, $5 a page. Everything here done except VA disability, and
premium invoices, I hope to get today.
Steve,
Here is a list of the information still needed:
Beverly’s Medicare card (both sides) and a copy of her premium invoice (if she pays a premium)
Beverly and Jack’s Social Security Award Letter for 2026 and Jack’s VA Disability for 2026
Recent mortgage statement
2020 and 2021 income tax return and 1099’s
2022, 2023 and 2024 1099’s
ACNB #9566 and #4107 – these are Jack’s accounts (I need all accounts for Jack, Beverly and joint accounts):
January 2021, July 2021
January 2022, July 2022
January 1, 2023 through December 31, 2025 – all statements
ACNB #0683: if this account was not opened in 2021 or 2022 I need the opening statement
January 2021 and July 2021
January 2022
January 11, 2023 through May 10, 2023 (every statement)
ACNB #9996: if this account was not opened in 2021 or 2022 I need the opening statement
January 2021 and July 2021
January 2022 and July 2022
January 1, 2023 through May 10, 2023 (every statement)
Charles Schwab #7488-3124:
Opening statement
June 2024
August 2024 through December 2024
February 2025 through May 2025
July 2025 through November 2025
Charles Schwab #6578-9552:
Opening statement
May 2024
July 2024 through November 2024
January 2025 through May 2025
July 2025 through November 2025
Charles Schwab #7314-5094:
Opening statement
June 2024
August 2024 through December 2024
February 2025 through June 2025
August 2025 through November 2025
Charles Schwab #4665-2565:
Opening statement
June 2024
August 2024 through December 2024
February 2025 through April 2025
June 2025 through November 2025
Ameritrade #868-222501
January 2021
February 2023 through June 2023
August 2023 through December 2023
Ameritrade #757-919664
January 2021
August 2023 through December 2023
Thanks for all your help!!!!! |
