Irving Rosen 20 Year Chronology

By Mamber
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    Irving Rosen 20 Year Chronology

  • “Original Joint” Account Opened

  • Irv Rosen Stroke

  • Irv Rosen Returns to Work

  • Open “Nursing Home” Joint Account

  • “Nursing Home” Joint Account Balance $89,070.65

  • Open “POA” Account

  • MMSE Exam24/30

  • Rosen withdraws $13,000 from “Nursing Home” Account

  • Rosen deposits $13,000 into “POA” Account

  • Rosen withdraws$10,000 from “Nursing Home”Account

  • Rosen deposits $10,000 into “POA” Account

  • MMSE Exam25/30

  • Rpsen Paid $13,710 to VA from Joint Acct (Formerly “POA” account)

  • Rosen returns$5,000 to“Nursing Home”Account

  • Rosen returns$4,587 to“Original Joint”Account

  • Rosen Converted “POA” account to Joint account with $23,715

  • Irv Rosen Stroke / Stopped Working

  • MMSE Exam28/30

  • Rosen Closed Joint Account (former “POA” account)

  • MMSE Exam21/30

  • Irv Rosen Stroke