EMAIL DETAILS
SUBJECT:
Re: Biden
PRI: NORMAL
FROM:
H
hbiden@rosemontseneca.com
DATE:
2017-02-16 18:32:45
MSG_ID:
<B312F5E8-D4CF-4ABD-B98D-37C045A8C02C@rosemontseneca.com>
RECIPIENTS:
TO:
E
Eric Schwerin
<eschwerin@rosemontseneca.com>
CC:
S
Sarah E. Mancinelli
<smancinelli@ainbanklaw.com>
CONTENT:
TEXT: YES |
HTML: YES
PROCESSED
1 is crazy 2 ok 3 I'll do 2/3 4&5 fine I suggest we pay 7500 for the month and equal amount to me. I want to finish this before ADR and think it's fair we split retainer cost. The USAA account she is talking about has always bee for us to split and the other account is for auto pays etc but I will move them to another account in my name. She continues to insist that 15 K was always hers to spend as she wished - but true. Of course on girls Sent from my iPhone > On Feb 15, 2017, at 7:13 PM, Eric Schwerin <eschwerin@rosemontseneca.com> wrote: > > Hunter can respond to some of the others but a few responses from me. > > Assuming Hunter agrees, we can collect all of the W2s, 1099s and other tax info. There are a couple payors that don’t provide W2s/1099s as they are foreign. Joan has been collecting all of this for the accountant anyway so has a file. > > As for P&Ls, if you/Hunter agree, we could send over the Owasco, P.C. and Owasco, LLC P&Ls. Not sure that they’ll be particularly helpful but they are easy to print out on QuickBooks. As we’ve mentioned, Hunter holds all of his business interests through these two entities and this should capture everything. If we should send more let me know. > > I asked Joan to update her spreadsheet showing the expenses that have been paid out of the USAA account and we’ll send it to you to review and send on if appropriate. > > Finally, not sure what they are asking in point #2 - didn’t make grammatical sense to me but maybe I am missing something. Think there is a typo in that. > > > Eric D. Schwerin > Rosemont Seneca Advisors, LLC > 1010 Wisconsin Ave., NW > Suite 705 > Washington, DC 20007 > (202) 333-1880 > eschwerin@rosemontseneca.com > P Consider the environment before printing this email. > >> On Feb 15, 2017, at 4:44 PM, SMancinelli <SMancinelli@ainbanklaw.com> wrote: >> >> See below. >> >> Can you send me responses on the requests below? >> >> Thank you. >> >> From: Rebekah J.H. Sullivan [mailto:RSullivan@ksfmlaw.com] >> Sent: Wednesday, February 15, 2017 10:36 AM >> To: SMancinelli >> Subject: Biden >> >> Dear Sarah, >> >> A few things. >> >> We met with Debbie on Monday and have a few requests related to the draft agreement you are working on >> 1. We ask that Hunter maintain his current life insurance through the duration of the policy, with Kathleen maintained as the sole beneficiary >> 2. We ask that Hunter move the American Express credit card to his sole name, leaving the card in Kathleen’s name with no outstanding balance. >> 3. We ask that Hunter transfer the entire value of his retirement account to Kathleen. >> 4. We ask that Hunter commit to paying for college and a living stipend for Finnegan and Maisy. >> 5. We ask that Hunter be solely liable for outstanding tax debt and indemnify Kathleen >> I look forward to having a draft agreement to review by the end of the week. I think the more we are able to discuss prior to ADR the more useful that time will be. >> >> Can you let me know as soon as possible how much will be transferred to Kathleen this month and when? This continues to be a source of frustration >> >> I reiterate my request that Hunter pay Debbie $5,000. This is all earned fees now, no retainer. >> >> Please also provide all of Hunter’s tax documents for 2016 (W-2s, 1099s, etc.) and profit and loss statements for the businesses. This will be necessary to have a reasoned conversation about support going forward. >> >> In the past month, Hunter has withdrawn $4,200 in cash from the joint USAA account by transferring it into the account that was Kathleen’s primary account during the marriage. I reiterate my request that he not withdraw funds from either USAA account, as we have been instructed that those accounts are earmarked for auto-pays. I also ask for an accounting of the cash that has been withdrawn. >> >> >> >> Rebekah J.H. Sullivan >> Kuder, Smollar, Friedman & Mihalik, PC >> 1350 Connecticut Ave. NW >> Suite 600 >> Washington, DC 20036 >> >> www.KSFMLAW.com >> Tel: 202/331-7522 >> Fax: 202/331-0388 >> >> >> <image001.jpg> >> ******NOTICE********* >> This e-mail message is confidential, intended only for the named recipient(s) >> above and may contain information that is privileged, attorney work product >> or exempt from disclosure under applicable law. If you have received this >> message in error, or are not the named recipient(s), please immediately notify >> the sender at (202) 331-7522 and delete this e-mail message from your computer. >> Thank You. >=2
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