So, as part of being court appointed guardian and conservator of my mother, I have to fill out a report each year. Actually, two because there is a guardianship report and a conservator report. The guardianship isn't that bad, answer a series of questions about how she is and when you last saw her, where she is living and such. Then sign.
The conservatorship report is another story. I am grateful I am an accountant. Because my excel and technical skills allow me to, within limits, be able to crunch the numbers quickly. Well, when Mom's small town bank's online site cooperates. Sometime in 2015, I am guessing in May, they changed their online site. I should have had the foresight to say, hey you're going to have trouble downloading the full year of mom's finances from the bank site like you did for 2014. You'd better go download it. Only I didn't. Thankfully, I did figure out how to get the full year of data that appeared on my screen but did not have a print/download feature on it to go into excel. But we're dealing with my intermediate to advanced excel skills here. I can't fathom how a mere non-accounting mortal would ever figure this out. (By the way it involved copying and pasting as values/text only to keep the web formatting from tagging along for the ride). After I leaped that little hurdle I was a matter of classifying mom's expenses for the year and doing a sort and sum (yes we're back to my excel skills again). Then it is fill out the form with the 'see attached spreadsheet printed out' wording in it. And signing.
The task is done for another year now that it is mailed off. Due to size this did require a trip to the post office.
In good news of a sort, the daughter of Cousin S and her husband (therefore my first cousin once removed) made an offer on Mom's car. I said 'sold.' I need to make a trip to SE Kansas after I survive year end closing and audit stuff here at work later this month to take care of paperwork. This is a relief. I need to sell a small amount of stock purchased through employee stock options (and didn't realized she had until sometime this year). She is missing some certificates (yes! there are actual certificates for this which freaked me out because they were stuffed in the drawer with everything else. There was a lot of WTFing over that because apparently at one point in time companies issues these things for real. My mother apparently didn't realize the nature of the document or its importance. After that I will have to do battle with the state of Kansas (again) for medicaid.
But for now, I'm riding the yay the car is taken care of happy.
- 5
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