HomeMy WebLinkAbout10-20-09~- -09- OSS3
TRANSACTIONS FOR WALTER PATTERSON
( JUNE "2008" TO JUNE "2009")
• June 2007 to May 2008 ........................... (See attachment)
• Income (June 2008 -June 2009) .................$23, 515.24 (SERB)
($1953.32/monthly)
• Shippensburg Health Care Center ...............$26,614.09 (Medical payments)
(June 2008 -June 2009)
• Other disbursements ................................$1,243.87 (Walter's Expense)
(June 2008 -June 2009) (clothing,personal,newspaper, misc etc..)
• Vehicle ...1977 Chevrolet........................scrap (less than $100.00)
• Vehicle....19681 Chevrolet truck ................scrap (less than $100.00)
• Property @ 31 North 18~' St, Hbg, PA..........tax sale subject to judgement lien
held by Shippensburg Health Ctr.
(Dauphin County PA Court of Common Pleas..No. 2009CV03396QT)
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Res ectfull submitted
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Ed Collins, POA ~
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2234 Penn Street
Harrisburg, PA 17110
717-421-3108
Dated: October 14, 2009
DISPOSITION OF INCOME RECEIVED
FROM SERS (INCLUDING LUMP SUM)
( June 2007 to May 2008)
• Gifts (per request from Walter Patterson)...... $57,487,67.00
......family, friends and relatives .
• Taxes (Walter M. Patterson) ........................... $ 3,712,33.00
(est).
• Shippensburg Health Center .......................... $ 10,000,00.00
(est).
• Other dispersments (credit card, vehicle transfer,
registration, citations/tickets, loans, PEBTF, utilities, house
appraisal.......Note: vehicle transferred was gifted and was
not sold or given away.
...........................................................................$ 5,920,63.00
(est).
Respectfully submitted,
~a cam,
Ed Collins, POA
2234 Penn Street
Harrisburg, Pa 17110
717-421-3108
* * Payment arrangements have been made for pay-down amount (gifts) of
$250 per monthly since April 2009.
,, ~'-~
Commonwealth of Pennsylvania 041311
~ ~~ ,~ State Employees' Retirement System ~ `}~
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' ~ 30 North Third Street, Suite 150 ':,, ~ ,
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~.:._.,y ~~ I-larrisburg, Pennsylvania 17101-1716 '; ~,;
1 www.sers.state.pa.us ~~ r
,~ ~ ~ ~.. ' , ; *, k Telephone: 1-800-633-5461
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FAX: 717-787-5866
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April 20, 2009
SSN: XXX-XX-5450
Ir~~lll~~rlrr~llllrr~~f~l~r~l~l~~~llllr~~rl~lril~~~~l~lrrrllrl
WALTER M PATTERSON M
PO BOX 2105 0
HARRISBURG PA 17105-2105
Dear Annuitant:
The Internal Revenue Service recently issued new Federal Income Tax withholding tables. The
new tables require SERS to change the amount of money withheld from your monthly Annuity
payr>lents for Federal Income Tax, in many cases reducing the amount withheld.
Tl~e application of the new cables, mandated by tiTe IRS, may mean the amount withheld is not
enough to cover your tax liability; therefore, you may want to consider modifying the amount of
your withholding. Please contact a tax professional for advice.
If you choose to change the amount of money SERS withholds for Federal Income Tax or
choose not to have money withheld, submit your instructions on an Annuitant Federal Income
Tax Withholding (SERS-W4-P) form. Contact your Regional Retirement Counseling Center at
1-800-633-5461 to request the form or download a copy from the SERS Web site,
www. sers. state. pa. us.
Your latest W4-P form on fife wish SERS lists the following Federal Income Tax withholding
instructions: . .
r
Filing Status Dependents Additional Amt
Single 0 $0.00
Using the new tax tables and any additional amount you instructed SERS to withhold, as shown
above, ii~e new amount withheld from your monthly Annuity will be $235.24 effective with your
April 2009 payr~ient. Tt~e effect of tr~is new amount on your monthly Annuity payment is
detailed below:
OLD NEW
Gross Amount of Monil~ly Annuity Payrner~t: $2,255.96 $2,255.96
Less Deductions and Withholdings:
Federal Income Tax $272.94 $235.24
Medical/Hospital Insurance $29.70 $29.70
Other Authorized Deductions N/A N/A
Net Amount of Monthly Annuity Payment
$1,953.32 $1,991.02
If you have any questions, please contact your Retirement Counselor at 1-800-633-5461.
Sincerely,
~,~r.XliiC~. %' //
Debra G. Murphy, Dire for
Benefit Determination Division
COMMONWEALTH OF PENNSYLVANIA
STATE EMPLOYEES' RETIREMENT SYSTEM
30 NORTH THIRD ST STE 150
HARRISBURG, PA 17101-1716
1-800-633-5461
www.sers.state.pa. us
"7~77~z ~ ~v~f3~2SS to
WALTER M PATTERSON
PO BOX 2105
HARRISBURG PA 17105
September 1, 2009
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RE: SS# XXX-XX-5450
Dear Annuitant:
Please be aware that the State Employees' Retirement System (SERB) has received three or more of your
annuity checks from the United States Postal Service. Therefore, the State Employees' Retirement System has
placed your annuity account on hold until we receive a valid change of address. After receiving a valid change of
address, your monthly annuity checks will be reinstated and sent to your new address.
Please complete the bottom portion of this letter and return it to us at your earliest convenience. Please provide
the following information:
Social Security Number:
New Address:
Signature of Annuitant or Authorized Power of Attorney (POA):
Date:
IF SIGNED BY P.O.A, SERB MUST HAVE THE NOTARIZED P.O.A. IN YOUR MEMBER FILE.
Reminder: Due to time-sensitive information sent periodically by SERB, all members must file an
updated address with our system. This includes members who are residing at a temporary address or
receiving direct deposit. In addition, if you have a forwarding address or a temporary address on file with
the United States Post Office, they WILL NOT forward your SERB check to such an address. Upon the
recommendation of the United States Post Office, your SERB check will be returned back to our office.
Thank you for your cooperation in this matter. If you have any questions, please contact our office at
1-800-633-5461.
Sincerely,
Disbursements Section
Benefit Determination Division
SBP07
COMMONWEALTH OF PENNSYLVANIA
STATE EMPLOYEES' RETIREMENT SYSTEM
30 NORTH THIRD ST STE 150
c : HARRISBURG, PA 17101-1716
1-800-633-5461
• www.sers.state.pa.us
September 10, 2009
WALTER M PATTERSON
PO BOX 2105
HARRISBURG PA 17105
Dear Annuitant,
~e~
SSN: XXX-XX-5450
A check in the net amount of $5,973.06 will be mailed to your home, or to your financial
institution if you have direct deposit, within two weeks from the date of this letter.
This check represents payment due you for the period June 1, 2009 to August 31, 2009 in the
gross amount of $6,767.88, less $705.72 federal income tax, less $89.10 health insurance
deduction at your gross monthly rate of $2,255.96, less $235.24 federal income tax, less
$29.70 health insurance deduction.
If you have any questions concerning this matter, contact this office at 1-800-633-5461.
Sincerely,
Technical Services Section
Benefit Determination Division
ABP52
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VEHICLE IDEtJTIFICATION NUMBER YEAR PAAKE OF VEHICLE TITLE NUMBER
y=' ' TK , ^ ' ~ ~ 117/1?/07I EXEMPT) 4
:?' s gppy TYPE DUP SEAT CAP
~. r PRIOR TITLE STATE ODOM. PROCD. DATE ODOM. MILES ODOM STATUS
10/L?/0?
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~ DATE PA TIILED DATE OF ISSUE
~'_ UNLADEN WEIGHT GVWR GCV1R TITLE BRANDS
ODOMETER DISCLOSURE E}(~~,1~T~B~Yn~ FEDERAL LAW
REGISTERED OWNER(SI ~,itt~ \4 t,T~{ .
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EDDIE L C OLL I N S ~'~`~b ',~r~J, rr'rn '~~t uF T~rtnsJrrrr{p-faJJ -y}'
2234 PENN. ST
NARRI SBURG PA L711,0
FlfiSi LIEN FAVOR OF.
SECOND LIEN FAVOR OF:
ODOMETER STATUS
0 =ACTUAL MILEAGE
1 =MILEAGE EXCEEDS THE MECHANICAL
LIMITS
2 =NOT THE ACTUAL MILEAGE
3 =NOT THE ACTUAL MILEAGE-ODOMETER
TAMPERING VERIFIED
4 =EXEMPT FROM ODOMETER DISCLOSURE
TITLE BRANDS
A . ANTIQUE VEHICLE
C =CLASSIC VEHICLE
D =COLLECTIBLE VEHICLE
F =OUT OF (.pLINTRV
G =ORIGINALLY MFGD. FpR NON-U.S.
DISTRIBUTION
H ~ AGRICULTURAL VEHICLE
L =LOGGING VEHICLE
P ISANAS A POLICE VEHICLE
R < RECONSTRUCTED
S =STREET ROD
T .RECOVERED THEFT VEHICLE
V =VEHICLE CONTAINS REISSUED VIN
W =FLOOD VEHICLE
X y IS:INAS A TAXI
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~) If a second Ilenholder is listed upon satislactipn of the first lien, the first
lienholder must forward this Title to the Bureau of Motor Vehicles with the
FIFIST LIEN RELEASED ~ appropriate lorm and fee.
DATE '
~ _ BY SECOND LIEN RELEASED
AUTHORIZEp REPRESENTATIVE ~ DATE
MAILING ADDRESS -
8Y
• AUTHORIZED REPRESENTATIVE
_ EDDIE L COLLINS
. ~ 2234 PENN ST
`~~ HARRISBURG PA 17110
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~ I cenily as of the date of issue, the o,hcial records of the Pennsylvani
a Department ALLEN D B I E H L E R
of Transponauon reflect that the person(s) or company named herein is the lawful owner
~ • of the said vehicle.
Secretary of Traosporlalton
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~ If a co-purchaser other than your spouse is listed and you want the title to
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..• SUBSCRIBED AND SWORN
TO BEFORE ME: be listed as 'Joint Tenants With Right of Survivorship' (On death of one
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«~~ M UAY YEAR owner, title goes to surviving owner.) CHECK HERE ^. Otherwise, the title
; ;~ ,;, will be .issued as 'Tenants in Common' (On death of one owner, interest of
. F,;:;~:, deceased owner goes to his/her heirs or estate).
'vry ~~! SIGMA TUBE OF PERSON ADMINI$ I EKING OA J H . ~
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TST LIEN DATI~ • IF NO UEN, CHECK
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~ TST LIENHOLDER
`.'
` STREET
CITY STATE ZIP
W IF THIS IS AN ELT, CHECK HERE ^ FINANCIAL
NOTE: FIN REQUIRED INS717UTlON NO.
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2N0 LIEN DATE: --~ IF NO LIEN
CHECK
.~ irre un0ere'gnrb hereby make, apMKauon ror CerurKate of Titre ro Me veh,cle tlescnbed ,
(`(Y.J1 eheve. suhlect ro the encumbrances arM other Iega1 claims sal lOrth here.
2ND LIENHOLDER
(V
STREET
$IGN4TDRE OF APPLrCANT OR AUTf{ORIZED SIGNER
CITY STATE 21P
IF THIS IS AN ELT, CHECK HERE ^ FiNANCIAI
SIGNA7VR"c OF CO~APPLIGANTrTITLE OF AUTHORIZED SIGNER NOTE: FIN REQUIRED INSTITUTION NO.
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~ VEHIt:LE IDf.IJtlfl(;ATIOIJ tJUh1UEf1 YI"~rtn A1AK[ OF VEHICLE iI1LE NUMREIi
= MTRH I 0 I ~ I 10/17/071 EXEIIPT ~ 4
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i ~ n:JU~ T)PE OUP SEAT CAP PRIOR IITLF SfAIE OUOM. PROCD. DATE ODOM. MILES ODOM STATUS
~~ =~ I
~ L/LS/81 L^/L7/07
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I 6,60^
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_'i~'' I DAiE PA /IILLC) [)AIE ()F ISSIIF UIJLAUEIJ WEIGHT GYYJR GCWR TITLE BRANDS
ODOMETER DISCLOSURE EX~MRT~ B,Y1.~FEDERAL LAID
REGISIEHLCr OWNER(S) L~ti ~ ;~,
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EDDIE L COLLINS ~'s''t~ ~rt,~Ji••rlrnaratr,,.,r.41,s;~rrr(nr(,'.er .hjr ----
2234 PENN ST
HARRISBURG PA L711^
FINST LIEN f AVC)F) Of
SECOIJD LIEN FAyOR OF:
CDOrrEIER STATUS
0 = ACTl1AL MILEAGE
1 =MILEAGE EXCEEDS THE MECHANICAL
Ural rs
2 =NOT THE ACTUAL MILEAGE
3 = NOi tHE ACTUAL MILEAGE~ODOMETER
TAMPERING VERIFIED
4 =EXEMPT FROM ODOMETER DISCLOSURE
TITLE BRANDS
A = ANTIQUE VEHICLE
C = CLASSIC VEHICLE
D =COLLECTIBLE VEHICLE
F - OI)T OF COrJMTnY
G =ORIGINALLY MFGD. FOR NON-U.S.
UI S T RIBUT ION
i H =AGRICULTURAL VEHICLE
~~~ L = LO ,GINO VEHICLE
~ P ISWAS A POLICE VEHICLE
~, n =RECONSTRUCTED
S -STREET ROD
T = nECOVEREb TIIErt VEIUCLE
. =VEHICLE CONTAINS REISSUED VIN
'N - FI.000 VEHICLE
j % = IS^NAS A TAXI
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If a secrxld lienholder is listed upon satisfaction of the first lion, the first
lienholder must forward this title to the Bureau of Motor Vehicles with the
FIRST LIEN RELEASED ' appropriate form and lee.
DATE
BY' SECOND LIEN RELEASED
AUTHORIZED REPRESENTATIVE DATE
MAILING ADDRESS
BY
AUTlrORIZEO REPRESENTATIVE
EDDIE L COLLINS
2234 PENN ST
HARRISBURG PA 171L^ •
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ALLEN D BIEHLER
1 certify xs of the date nl issue. the official records of the Pennsylvania Department " ~.t
of Trnnsprnlahnn rellncl That the person(s) or company named herein Is the lawful owner '~
a~~ M Iho said vehiclo. };~'
Sccrrlxry rrf 'fransporladnn
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~'_ 11 a co- urchaser other than ours ~'~ "~~
SURSCRIPED AND SWORN P y poUSa is listed and you want the title losE;, :: r
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~ be listed as 'Joint Tenants With Ri ht of Survivorshi On death of one
:
TO BEELIKE ME' 9 P ( ~
;,.
•
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w~
_ Mc vAr rEArt owner, titlo goes to surviving owner.) CHECK HERE O. Otf)erwise, the title ,y_,,,
will be issued as 'Tenants in Common" (On death of one owner, interest of
deceased owner gods to f)isRJer heirs or estate).
TW
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The unders+grr.e hereof mnw~s apnirallo., for Cennc~are of Tme ro In« veh~le described
ab0•e. subpct to the encurdwances and other legal cta~ms set forth here.
I~V{-~
`J t $IGr'JATVRE OF 4PPLIC ANI OR AUTHOR12E0 SIGNER
SIGNAfVRE OF CO-APPIICANTRITLE OF AUTHORIIEO SIGNER
IS7 LIEN D TE:
~•. ~"'~ IF fJ0 LIEN, CHECK
1St LIENHOLDER
STREET'
CITY STATE 21P
IF THIS IS AN ELT, CHECK HERE ~
NOTE: FIN REQUIRED FINANCIAL
INSTITUTION NO.
2ND LIEN DATE: -•~ IF NO LIEN. CHECK
2ND LIENFIOLDER
STREET'
CITY STATE ZIP
IF THIS IS AN ELT. CHECK HERE ^
NOTE: FIN REQUIRED FINANCIAL
INSTITUTION NO.
ABIJAI-IIMMANUEL
6828 Torresdale Ave
Philadelphia, PA 19135
(215)333-2233
TIIIS IS NOT AN
ARBI'rRA'I'ION CASE
DAUPHIN COUNTY,
ABIJAH IMMANUEL PENNSYLVANIA.
COURT OF COMMON PLEAS
PLAINTIFF TRIAL DIVISION -CIVIL
VS.
Pun Collections V, LLC
Shippensburg Health Care Center ~'"'
._::.
Eddie L Collins, Power of Attorney for 009 e ~ d ~3 ~~P Q 1':~~~t
Walter M Paterson III `~ ~'
;,., ., ,
and all other persons ui~luiown claiming any ~` _-- ~ ,
,. ~~ _.
right, title, estate, lien or interest in the real : ~ - -
property described in the complaint adverse ACTION TO QUIET TITLE ~-~, :- ~' :: j
to plaintiff's ownership.
DEFENDANT(S) ~-
NOTICE TO DEFEND
You have been sued in court. If you wish to defend against the claims set forth in the following pages,
you must take action within twenty (20) days after this complaint and notice are served, by entering a written
appearance personally or by attorney and filing in writing with the court your defenses or objections to the
claims set forth against you. You are warned that if you fail to do so the case may proceed without you and a
judgment may be entered against you by the court without further .notice for any money claimed in the
complaint or for any other claim or relief requested by the plaintiff. You may lose money or property or other
rights important to you.
YOU SHOULD TAKE THIS PAPER TO YOUR LAWYER AT ONCE. IF YOU DO NOT HAVE A
LAWYER, GO TO OR TELEPHONE THE OFFICE SET FORTH BELOW. THIS OFFICE CAN PROVIDE YOU
WITH INFORMATION ABOUT HIRING A LAWYER. IF YOU CANNOT AFFORD TO HIRE A LAWYER, THIS
OFFICE MAY BE ABLE TO PROVIDE YOU WITH INFORMATION ABOUT AGENCIES THAT MAY OFFER
LEGAL SERVICES TO ELIGIBLE PERSONS AT A REDUCED FEE OR NO FEE.
NAME: LAWYERS REFERENCE SERVICE
DAUPHIN COUNTY BAR ASSOCIATION
ADDRESS: 213 Noi•tlt Front Street
Harrisburg,~PA 17101
7l 7.232.7536