My sister sent five consecutive emails to Shelly Sparace at Woodland Terrace and copied me on each one:
Hi, Shelly.
Thank you so much for taking the time to talk to me and walk me through some of my questions regarding Medicaid. I am going to send you 4 emails, one for each of Mom’s bank accounts with a cover sheet explaining each.
This first email is for Bank of America account ending in [redacted], the Social Security Representative Payee account.
Attachments: 4 PDF files, 1 docx file
This is for Bank of America account [redacted], a savings account that Mom opened for herself.
Attachments: 4 PDF files, 1 docx file
This is an account that David opened for Mom when she began showing more of a need for help managing her finances.
Attachments: 5 PDF files, 1 docx file
This is actually my main bank account. When I opened it in [redacted] as a college freshman, it was recommended to me to have her name on it as well. I never foresaw any reason to remove it. When I became her rep payee, our funds mixed as I was using it to manage and pay her bills through it.
Attachments: 4 PDF files, 1 docx file
I have attached an overview of all the accounts with their current amounts.
Attachment: 1 docx file