Arkansas City Presbyterian Manor
Assignment form makes wishes clear DECEMBER 2021
JoAnn Newman remembered for her kindness and generosity By Sarah Griggs, Executive Director
It’s no secret that JoAnn Newman loved her community. JoAnn’s passion for arts, education and church was inspiring. Since her passing, she has left an indelible footprint in Cowley County and Arkansas City. Proudly, Arkansas City Presbyterian Manor is among the many charities JoAnn touched. “We are honored to have JoAnn as a resident, but to know she remembered us in her estate plans is extraordinary,” says Sarah Griggs, executive director. “When I remember JoAnn and how much she cared about her community, it reminds me of a pie. She made sure there were enough slices to support the many charities that had a special place in her heart.” Before moving to Arkansas City Presbyterian JoAnn Newman Manor, JoAnn joined in at Presbyterian Manor events including the annual Valentine dance. She and good friend Lowell Smith would dance the night away. Friend Margaret Wahlborg remembers JoAnn, “she was such a sweet person, a joy to be around. She was always kind and generous.” JoAnn was special and her commitment to share so many slices of her estate with so many organizations illustrates her careful planning and desire to make a difference. We talk to many supporters of Arkansas City Presbyterian Manor who worry that leaving a gift in their will to Presbyterian Manor may jeopardize their family’s well-being. The pie analogy comes in handy. You dictate the serving sizes. You can ensure that your loved ones get the biggest portion of your estate. You can also make sure your family gets served first.
Newman – continued on page 3
With the end of the year rapidly approaching, it’s a great time to check one more thing off your list — make sure your wishes are respected and your family is protected by completing our Assignment of Amounts Due Resident Form (or reviewing your current Assignment form to make sure it is still correct). If you pass away while a resident of a PMMA® Community, this form will permit you to assign all refunds due to you to the persons specified in your form. Completing the Assignment form is simple, and if you pass away while a resident of the Community, it can save your family significant time, money and frustration when receiving a refund of any amounts due to you from your PMMA Community. In other words, it can simplify the refund process and avoid the time and cost of estate administration. This form works like a “beneficiary designation” in that it is effective upon your passing and permits you to designate who will receive all amounts due to you from your PMMA Community (for example, any refunds of your entrance fee deposit or monthly fees). Your Assignment form is revocable and can be changed at any time, so you are not locked if your circumstances change. Your beneficiaries may include individuals, charities, or others (including a will or trust so that your refund passes pursuant to your estate
Assignment form – continued on page 4
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