EMAIL DETAILS

Thank Joan. It's really helpful to see it put together like that.

Can you also add:

1. Total for my parent's payment? The total is $112,000 , back pay for last year - although I think it's been longer than that - is $450 x 12. Going forward, $450 a month is interest on loan.

2. My lawyer's retainer of $15,000.

3. Accountant's retainer of $5,000.

Thanks!

Sent from my iPhone

> On Feb 2, 2017, at 5:17 PM, Joan Mayer <jmayer@rosemontseneca.com> wrote:
>
> Hi Kathleen,
> Thanks for your patience. You did drop the Giannani and Skelsey bills at the office so I have them here.
>
> All the current money in USAA -0876 is allocated for the autopays that are withdrawing over the next few days. I can resend that list next week so you all can see what has come out so far this month and what remains. The $450 to your parents will also be added to that list of reoccurring monthly payments.
>
> Below are outstanding non-reoccuring bills:
>
> MEDICAL
> Debbie (Finnegan/Kathleen)- $2,163 (new addition to the list, this can be submitted for reimbursement)
> Giannini- $3,665 (nothing has been paid; the small insurance reimbursement was received but that went into the account to cover autopays)
> SMARTherapy (Maisy)- $2,002 (BCBS has denied payment, need to tell Dr office so they can appeal)
> Dr Wake (Finnegan)- $720 ($720 was paid on 10/27 from the BCBS reimbursement sent; total bill was $1440)
> Derm Surg Center of Washington (Kathleen)- $2,018.90 (nothing paid)
>
> HOUSE
> Dream Garden Landscaping (12/10 service)- $1,495
>
> LAKEHOUSE
> Wayne Heating & AC- $286
>
> MISC.
> Morgan Wingate (tax prep)- $650
> Lourdes (2015 tax help)- $1380 ($1000 has already been paid to her)
> Chase credit card min: $1000
>
> TAXES
> IRS (2015)- $189,751.74
> IL (2015)- $17,754.10
> DC (2015)- $42,465.88
> IRS (2016 est.)- $64,000
>
> Please let us know if you have any questions about any of this or need more info.
>
> Thanks!
>
>> On Thu, Feb 2, 2017 at 12:36 PM, Kathleen Biden <kathleenbiden@mac.com> wrote:
>> No problem. Thanks.
>>
>> Sent from my iPhone
>>
>>> On Feb 2, 2017, at 12:15 PM, Hunter Biden <hbiden@rosemontseneca.com> wrote:
>>>
>>> They are in middle of office move. But please let Kath know asap.
>>>
>>> Sent from my iPhone
>>>
>>>> On Feb 2, 2017, at 12:04 PM, Kathleen Biden <kathleenbiden@mac.com> wrote:
>>>>
>>>> Hi Joan and Eric. Below is invoice for Debbie. I wanted to check on outstanding bills. What is bill for Dr. Skelsey and Dr. Gianini? I can't find and I think I sent to the office. I wanted to see if any payment has been made. Also wanted to check if there is any other outstanding bills. Thanks!
>>>>
>>>> Begin forwarded message:
>>>>
>>>>> From: Debbie Schechter <deb6069@gmail.com>
>>>>> Date: February 01, 2017 2:34:31 PM
>>>>> To: Kathleen Biden <kathleenbiden@mac.com>
>>>>> Subject: Session Invoices
>>>>>
>>>>> Hi Kathleen,
>>>>> I’ve attached an invoice for yours and Finnegan’s outstanding payments and their corresponding dates. Thanks!
>>>>> -Debbie
>>>>>
>>>>>
>>>>>
>>>>>
>>>>> --
>>>>> Debbie Schechter, J.D., M.S., LPC
>>>>> Child, Adult, Couples, and Family Therapist
>>>>> 202-363-2222 (c)
>>>>> www.debbieschechter.com
>>>>>
>>>>> The materials in this e-mail are private and may contain Protected Health Information. Please note that e-mail is not necessarily confidential or secure. Your use of e-mail constitutes your acknowledgment of these confidentiality and security limitations.
>>>>>
>>>>>
>>>> <Kathleen Biden 2.1.17.doc>
>
>
>
> --
> Joan K. Mayer
> Rosemont Seneca Advisors, LLC
>
> *Please note new address*
> House of Sweden
> 2900 K Street NW, Suite 507
> Washington, DC 20007
> o: 202-333-1880
> m:202-841-8543
> jmayer@rosemontseneca.com
>
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