Loading...
HomeMy WebLinkAbout05-14-13 (2) 1505610105 REV-1500 EX(02-11)(FI) OFFICIAL USE ONLY PA Department of Revenue pennsylvania DEPARTMENT OF REVENUE County Code Year File Number Bureau 02806 Individual Taxes INHERITANCE TAX RETURN �1 ' Ha BOX 280601 G/d Harrisburg PA 17128-0601 RESIDENT DECEDENT «77""" ENTER DECEDENT INFORMATION BELOW Social 06262007 09231946 Decedent's Last Name Suffix Decedent's First Name MI SEMUTA SUSAN L (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE BOXES BELOW Q 1.Original Return Q 2.Supplemental Return Q 3.Remainder Return(Date of Death Prior to 12-13-82) Q 4.Limited Estate Q 4a.Future Interest Compromise(date of Q 5.Federal Estate Tax Return Required death after 12-12-82) Q 6.Decedent Died Testate Q 7,Decedent Maintained a Living Trust 0 8.Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy of Trust.) Q 9.Litigation Proceeds Received Q 10.Spousal Poverty Credit(Date of Death Q 11.Election to Tax Under Sec.9113(A) Between 12-31-91 and 1-1-95) (Attach Schedule 0) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number . MEGAN WRIGHT 717-443-3044 4tFGISTER OF WIL)_S USE ONbY w x ryt M$ � Oct 25 _D J First Line of Address Prt = n --i 116 GREEN LANE DRIVE n ] Second Line of Address n � 7 C_ DATE FILED City or Post Office State ZIP Code CAMP HILL PA 17011 Correspondent's e-mail address: Under penalties of perjury,I declare that I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief it is true correct and complete Declaration of p eparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNAft1 0 I�ERSO�I-RESPONSIBLE FOR FILING RETURN �1 ADDRESS '`� 116 GREEN LANE DR CAMP HILL, PA 17011 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS PLEASE USE ORIGINAL FORM ONLY Side 1 L 1505610105 1505610105 J r �a11 J 1505610205 REV-1500 EX(FI) RECAPITULATION 1. Real Estate(Schedule A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. NONE 2. Stocks and Bonds(Schedule B). . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . 2. NONE 3. Closely Held Corporation,Partnership or Sole-Proprietorship(Schedule C). . . 3. NONE 4. Mortgages and Notes Receivable(Schedule D). . . . . . . . . . . .. . . . . . . . . . . . 4. NONE 5. Cash,Bank Deposits and Miscellaneous Personal Property(Schedule E).. . . 5. 190000 . 00 6. Jointly Owned Property(Schedule F) =Separate Billing Requested . . . . . . . 6. NONE 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property (Schedule G) =Separate Billing Requested. .. . .. . 7. NONE 8 Total Gross Assets(total Lines 1 through 7) B 190000 . 00 9. Funeral Expenses and Administrative Costs(Schedule H). . . . . . . . .. . . . . . . 9. 86963 . 00 10. Debts of Decedent,Mortgage Liabilities and Liens(Schedule 1). . . . . . . . . . . . 10. 20345 . 00 11. Total Deductions(total Lines 9 and 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 107308 . 00 12. Net Value of Estate(Line 8 minus Line 11). . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 82692 .00 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J). . . . . . . . . . . . . . . . . . . . . . 13. 0 . 00 14 Net Value Subject to Tax(Line 12 minus Line 13) 14 82692 . 00 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(11.2)X.0 0 15. 0 . 00 16.Amount of Line 14 taxable at lineal rate X.o 45 82692 . 00 16. 3721 . 14 17.Amount of Line 14 taxable at sibling rate X . 12 17. 0 . 00 18.Amount of Line 14 taxable at collateral rate X . 15 18. 0 . 00 19.TAX DUE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 3721. 14 20. FILL IN THE BOX IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT = Side 2 L 1505610205 1505610205 J ' REV-1500 EX(F) Page 3 File Number 202-36-5849 Decedent's Complete Address: DECEDENT'S NAME SUSAN L SEMUTA STREET ADDRESS 208 SENATE AVE APT 1015 CITY STATE ZIP CAMP HILL PA 17011 Tax Payments and Credits: 1. Tax Due(Page 2,Line 19) (1) 3721.14 2. Credits/Payments A.Prior Payments 0.00 B.Discount 0.00 Total Credits(A+B) (2) 0.00 3. Interest (3) See statement attached 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in box on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 3721.14 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ....................................................................................... El 0 b. retain the right to designate who shall use the property transferred or its income......................................... ❑ 7X c. retain a reversionary interest.......................................................................................................................... ❑ d. receive the promise for life of either payments,benefits or care?................................................-................ , 0 2, if death occurred after Dec. 12, 1982,did decedent transfer property within one year of death without receiving adequate consideration?................_........_...._...._....._._....._........_................_.............._..... ❑ 3. Did decedent own an"in trust for"or payable-uponAeath bank account or security at his or her death?_.......... ❑ 0 4. Did decedent own an individual'retirement account,annuity or other non-probate property,which contains a beneficiary designation?_...................._........_........................._..._._..._............_............................ 0 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994,and before Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transfer to a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a stepparent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in[72 PS.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined,under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1737-4 EX+(6-08) Pennsylvania SCHEDULE E, PART 1 DEPARTMENT OF REVENUE MISCELLANEOUS INHERITANCE TAX RETURN PERSONAL PROPERTY NONRESIDENT DECEDENT ESTATE OF FILE NUMBER SUSAN L SEMUTA 2007-00756 (PA#21-07-0756) Part 1 must include all tangible personal property having its situs in Pennsylvania. Examples of tangible personal property are jewelry,furniture, paintings, etc.All property jointly-owned with the right of survivorship must be disclosed on Schedule F. Complete Part 2 on reverse side ONLY when the proportionate method of tax computation is elected. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. CASH AT DATE OF DEATH 0 2 CASH PROCEEDS FROM LITIGATION SETTLEMENT-FUNDS NOT RECEIVED UNTIL MARCH 190,000 OF 2013 AND DEPOSITED IN INTEGRITY BANK PART 1 TOTAL $ 190,000 PART 2 TOTAL From reverse side. $ 0 TOTAL Also enter on Line 5 Recapitulation) $ 190,000 (If more space is needed, use additional sheets of paper of the same size) REV-1737-7EX+(6-08) SCHEDULE [ pennsylvania DEBTS OF DECEDENT Use Schedule 1, Part 2,ONLY for DEPARTMENT OF REVENUE r proportionate method of tax computation. INHERITANCE TAX RETURN MORTGAGE LIABILITIES, & LIENS NONRESIDENT DECEDENT ESTATE OF FILE NUMBER SUSAN L SEMUTA 2007-00756 (PA#21-07-0756) Part 1 must include mortgage liabilities, liens and taxes against the Pennsylvania realty that were due and owed as of the date of decedent's death. Complete Part 2 ONLY when the proportionate method of tax computation is elected. OBLIGATIONS ITEM NUMBER DESCRIPTION AMOUNT 1. TOTAL PART 1 $ 0 PART 2—ALL OTHER DEBTS OF ITEM NUMBER DESCRIPTION AMOUNT 1. MEDICAL EXPENSES 20,345 TOTAL PART 21 $ 20,345 TOTAL Also enter on Line 10 Recapitulation). 20,345 (If more space is needed, use additional sheets of paper of the same size) REV-1511 EX«(10-08) Pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL EXPENSES AND INHERITANCE TAX RESIDENT DECEDENT RETURN ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER SUSAN L SEMUTA 2007-00756 (PA#21-07-0756) Decedent's debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERALEXPENSES: 1. FUNERAL EXPENSES 3,978 B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: 2,500 Name(s)of Personal Representative(s) MEGAN WRIGHT(FORMERLY MEGAN MARTIN) Street Address 116 GREEN LANE DR city CAMP HILL State PA zip 17011 Year(s)Commission Paid: 2013 2. Attorney Fees: 79,000 3. Family Exemption:(If decedent's address is not the same as claimant's,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: 105 5. Accountant Fees: 1,050 6. Tax Return Preparer Fees: 7. MISCELLANEOUS LEGAL&PUBLICATION FEES 330 TOTAL(Also enter on Line 9, Recapitulation) $ 86,963 If more space is needed, use additional sheets of paper of the same size. ESTATE OF SUSAN L. SEMUTA SUMMARY OF LITIGATION PROCEEDS AND DISBURSEMENTS OF ESTATE SSN: 202-36-5849 File No. 2007-00756, PA File No. 21-07-0756 Grand Summary Settlement Proceeds 190,000.00 Lawyer Fees (79,000.00) Funeral (3,978.00) Medical (20,344.51) Legalfees (435.33) Accountant's fee (1,050.00) Administrator's fee (2,500.00) Net Proceeds per client 82,692.16 ESTATE OF SUSAN L. SEMUTA SSN: 202-36-5849 REGISTER OF WILLS ESTATE NO. 2007-00756 PA FILE NO. 21-07-0756 FORM REV-1500, PAGE 3 STATEMENT REGARDING INTEREST COMPUTATION The estate had no assets until litigation proceeds were received on March 21, 2013.The litigation proceeds were placed in a non-interest bearing bank account. Since the estate produced no income, let alone income equal to the rate of interest provided by law, the estate computed its interest assessment at the rate of net income produced by the property,a zero rate of return. STATE OF PENNSYLVANIA SHORT CERTIFICATE COUNTY OF CUMBERLAND I, GLENDA FARNER STRASBAUGH Register for the Probate of Wills and Granting Letters of Administration in and for CUMBERLAND County, do hereby certify that on the 10th day of August, Two Thousand and Seven, Letters of ADMINISTRATION in common form were granted by the Register of said County, on the estate of SUSANL SEMUTA late of EASTPENNSBORO TOWNSHIP (First,Middle,Last) in said county, deceased, to MEGAN MARTIN (first,Middle,Last) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 10th day of August Two Thousand and Seven____ File No. 2007- 00756 PA File No. 21- 07- 0756 Date of Death 612612007 S. S. # 202-36-5849 Register Of Wills I JJJ Deputy NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL r IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY,PENNSYLVANIA IN RE: ORPHANS' COURT DIVISION MEGAN MARTIN (Now MEGAN WRIGHT) REGISTER OF WILLS Administratrix of the Estate of SUSAN L. SEMUTA ESTATE NO. 2007-00756 Petitioner ORDER AUTHORIZING SETTLEMENT OF UNDERINSURED MOTORIST CLAIM AND NOW this / .r - day of � Z'ZC4,, 2013, Petitioner is hereby —authorized-io-settle-the Underinsured-Motorist-Claim-for-SUSAN-.-SEMUTA—against-all--- parties and sign Releases for any claims against GEICO INSURANCE COMPANY for the sum of Qne Hunched Five 'thousand ($105,000) Dollars. ,s --I ­xc j ° K Judge Distribution List: Bratic & Portko LLC, 101 South US Route 15, Dillsburg, PA 17019 E O U . C_ C c r T m m O E L N E - _ o= C m J b 2 E 255 °r m o t1' `o am L o E o I °c O E m co CL o a z u N' E K LLI yr Y z -L w' 2z R 01 • �I `� r m V O J.W to I ZY Z 4 0° u•,M I% � � O .a i.fM a I'. O m zi O U M I _ .__. _ U O CL fl �' I O O g r O UxW UYfq Im mp" I. O r O F w \¢ \�; I ri •• w *-1 O H S- 1. O I E-€ ' E- W O tri In rA °a -cq m - W o I W G r4 J a ° zOd O a= ° E(3 Va ova zyw Ir /� yy N a O .a H y. H E Z W d t) CL ..� _ rm ?- 2 O W ryS q Z W ` o- a W E w H CD O m Q Su in H C4 a at ❑ E- r2 ' w w ¢ p 8 a- °i zdd a °❑ U n w xc a P ❑ z a X cHa w < I WA z w - W C7 O m W 2 '1N3W33HDV NDlID31MO 3leamddv ANVOW IWO WO j I O O H3NNW NH031N0 3H1 d0 SN051AOUd 3N1 011W' 11SU30 UO3 03AI303H 3 SW311 N3H10 ONV SN03HO p N �F W W Ntl 4 J 39VLZOEL ULLIW 3MH"OONtl HVH F=.. 5 a a J° 0 O dFN SUSAN SEMUTA, Plaintiff V. UNDERINSURED MOTORIST CLAIM GEICO INSURANCE Defendants SETTLEMENT STATEMENT TOTAL RECOVERED: $ 105, 000.00 PLUS MEDICAL BILL RESERVE FROM THIRD PARTY SETTLEMENT CREDITED TO THIS ACCOUNT: $ 45, 192 .95 LESS : Attorney' s Fees $ 42 , 000 . 00 (Per contingent fee agreement) LESS : Costs Incurred $ 264 . 58 (Itemized Below) LESS : Dept of Welfare Lien $ 4 , 657 . 35 LESS: Medical Bills (see Attached List) $ 13 , 146 . 60 BALANCE TO ESTATE OF SUSAN SEMUTA $ 90, 124 .42 COST INCURRED: DATE PAYEE/DESCRIPTION OF COSTS AMOUNT 10/5/07 Cumberland Legal Journal - advert Estate $ 75 . 00 10/5/07 The Sentinel - advertise Estate $ 174 . 58 3/6/13 Register of Wills - File Pet . to settle $ 15 . 00 TOTAL $ 264 .58 Acceptance and negotiation for payment of the check made payable to the Estate of Susan Semuta in the net amount set forth herein above, shall constitute satisfaction and acceptance of such amount as the net recovery in this case . Any outstanding medical charges which are not set forth above as being protected by this office, or benefits which have not been assigned directly to this law firm, are solely the responsibility of the client . This document also authorizes Dusan Bratic, for me and in my name and stead to endorse the check and draft which may require my endorsement arising from payment under the full and final release, executed by me, and to remit the proceeds thereof, in accordance with this distribution settlement sheet . DATED this 70 day of L VV' 2013 . nA I Witness 14egan Wright Administratrix Estate of Susan Semuta SUSAN SEMUTA MEDICAL BILLS DUE BILLS W/LETTERS OF PROTECTION Dr. Avraam Karas - Surgery 2004 $ 8, 500 . 00 reduced to $5, 000 . 00 Mensana Clinic - Dr. Hendler $2 , 995 . 74 Dr. Michael Kaplan $ 150 . 86 Dr. Reginald Davis reduced to $5, 000 . 00 TOTAL MEDICAL BILLS $13 , 146 . 60 SUSAN SEMUTA, IN THE COMMON PLEAS COURT OF Plaintiff DAUPHIN COUNTY,PENNSYLVANIA V. CIVIL ACTION NO. 2005-CV-3817-CV HEMA N. BHATT and NAREN B. BHATT JURY TRIAL DEMANDED Defendants SETTLEMENT STATEMENT TOTAL RECOVERED: $ 85, 000.00 LESS : Attorney' s Fees $ 34, 000 . 00 (Per contingent fee agreement) LESS: Costs Incurred $ 2 , 807 . 05 (Itemized Below) LESS : Loans to Client $ 3 , 000 . 00 (Itemized Below) TOTAL TO CLIENT BEFORE MEDICAL BILL REIMBUSEMENT: $ 45, 192.95 xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx COST INCURRED: DATE PAYEE/DESCRIPTION OF COSTS AMOUNT 01/7/04 Chart One - Medical Records $ 30 . 20 03/14/05 Penn Rehab Associates (Dr. Vialago) $ 300 . 00 Consultation - Records Review 05/20/05 Mensana Clinic - Medical Records $ 25 . 30 06/16/05 Penn Rehab Associates - Report $ 125 . 00 08/04/05 Richard B. Brown M.D. - Records $ 19 . 00 08/04/05 Chart One - Medical Records Dr. Ameigh $ 72 . 73 08/04/05 Chart One - Medical Records Hbg Hosp. $ 30 . 20 t .. 1 �� � ' I r � � � � I I ' } DATE PAYEE/DESCRIPTION OF COSTS AMOUNT 08/04/05 Chart One - Medical Records Pinnacle $ 69 . 93 08/04/05 Avraam Karas, M.D. - Records $ 53 . 50 08/04/05 Pinnacle Health - Dr. Davis Records $ 72 . 25 08/04/05 Camp Hill Police = Accident Report $ 15 . 00 08/04/05 Penn Rehab Associates - Records $ 39 . 08 08/11/05 Sourcecorp - Records Hershey Med $ 26 . 45 08/15/05 Sourcecorp - Records Hershey Med Palmyra $ 33 . 75 08/23/05 Mensana Clinic - File Review & Report $ 350 . 00 08/31/05 Penn State Hershey Med. - Bill copies $ 15 . 00 09/07/05 Prothonotary - filing fee $ 105 . 00 09/07/05 Sheriff Dauphin Co. - Service fee $ 65 . 75 09/14/05 Family Med Center - Mtg w/Dr. Davis $ 200 . 00 05/23/06 Reginald Davis M.D. - Mtg $ 187 . 50 06/13/06 Richard B. Brown M.D. - Records $ 40 . 00 07/13/06 Rehab. Med. Team - Records $ 20 . 76 07/13/06 Sourcecorp - Records Hershey Med $ 50 . 01 07/28/06 UPS - Overnight mail to Dr. Hendler $ 17 . 17 08/03/06 UPS - Overnight mail to Atty Youman $ 23 . 32 11/21/06 Filius & McLucas - Depo of S Semuta $ 153 . 52 12/05/06 Lucinda Hoffman - Depo of Defendants $ 166 . 63 3/27/07 Avraam Karas M.D. - Report $ 500 . 00 TOTAL $ 2, 807. 05 Acceptance and negotiation for payment of the check made payable to Susan Semuta in the net amount set forth herein above, shall constitute satisfaction and acceptance of such amount as the net recovery in this case. Any outstanding medical charges which are not set forth above as being protected by this office, or benefits which have not been assigned directly to this law firm, are solely the responsibility of the client . This document also authorizes Dusan Bratic, for me and in my name and stead to endorse the check and draft which may require my endorsement arising from payment under the full and final release, executed by me, and to remit the proceeds thereof, in accordance with this distribution settlement sheet . DATED this day of June, 2007 . Witness Susan Semuta BRATIC AND PORTKO LLC Attomeys at Law 101 OFFICE CENTER, SUITE A 101 SOUTH U.S. ROUTE 15 DILLSBURG, PENNSYLVANIA 17019 DUSAN BRATIC, ESQ. (717)432-9706 STEPHEN K. PORTKO, ESQ. (7 17)432-2533 FAX (7 17)432-9220 March 21, 2013 Dr. Avraam Karas 5601 Loch Raven Blvd., #404 Baltimore, MD 21239 RE: Susan Semuta Dear Dr. Karas: Enclosed please find a check in the amount of$5,000 in full settlement for your services to Susan Semuta. Thank you for your consideration. Ve truly yours, z; Dusan Bratic DB/rsr Enclosure Dr.Avraam Karas 5601 Loch Raven Blvd.,#404 Baltimore, MD 21239 3+21/2013 ( - ,1 (410)323-4041 ! '1 SUSAN L.SEMUTA 646 SECOND STREET sEMS0000 HIGHSPRE, PA 17034 Date Document De ption Case Number Amours Previous BaSanw: 0,00 Patient: SUSAN L. SEMUTA Chart* SEMSUOOO Case Description: TOS L CS 2 Date of Lest Payment: 311512010 Amount: 0.DO 61812004 0406080000 CONSULTATION OV LEVEL 5 4420 350.00 71112004 040608MOO COMMERCIAL PAYMENT 4420 -350.00 5111/2005 05052 }0 MEDICAL COPY SERVICE 4420 53,E 814/2005 0506280000 AT1Y PAYMENT 4420 -53,50 3115/2010 1003150000 COMMERCIAL PAYMENT 4420 0,00 8125/2004 1309130000 NEUROLYSIS BRACHIAL PLExUS 4420 2,500.00 8/25/2004 1303130000 EXCISION 1ST&10R CERV RIB 4420 3,500.00 8/25/2004 1303130000 ARTERY&VEIN REVISION OR EXPLORATt 4420 1,500.00 8/25/2004 130313MW SCALiENECTOMY ANT, MID ABERRANT 4420 1,000.00 3/2012013 1303200000 COURTESY REDUCTION PER OR KARAS 4420 -3,500.00 The Estate of Susan L. Semuta 60-1878/313 1003 Megan C. Wright, Administratrim 116 Green Lane r. Camp Hill, PA 17011 i ttGGVVt�� o.rx '{(��//{� �tJ�}1 J3xJ/�jj/�",�j{ f/�j'`j{j �(/♦yhj _P Yb THF, yj"-4M'. .-1�i'—Y . __ __ __ ..-.... _) $ O'ER"OF_l//Yr}11�..�y{��Jj//{/�{�((���}((( __�. _... —. ��#.��.JY/.1✓�=��!�.__��� �! f „� OOLiARS a-. wa 11OL003o' 1:031328787/: 22OL0341420 5,000.00 $ss0950 s403.5o s35oo.00 BRATIC AND PORTKO LLC Attorneys at law 101 OFFICE CENTER, SUITE A 101 SOUTH U.S. ROUTE 15 DILLSBURG, PENNSYLVANIA 17019 DUSAN BRATIC,ESQ. (717)432-9706 STEPHEN K. PORTKO, ESQ. (717)432-2538 FAX (717)432-9220 March 21, 2013 Dr. Nelson Hendler 2145 Easy Tahquitz Canyon Way, Suite 4 Palm Springs, CA 92262 RE: Susan Semuta Dear Dr. Hendler. Enclosed please find a check in the amount of$2,900 in full settlement for your services to Susan Semuta. Thank you for your consideration. Ve t my yours, C G� Dusan Bratic DB/rsr Enclosure Nelson Handler,MD,MS 2145 Easy Tahquitz Canyon Way,suite 4 Palm Springs,CA,922622 Dusan Bratic, Esq 101 South US Route 15, Dillsburg, PA 17,019 RE: Susan Semuta 3/10/13 Dear Mr. Bratic: In reviewing my records, 1 find that there are two outstanding bills pertaining to Susan Semuta. Earlier, I send a bill for$900,which you already have, and payment is outstanding- Below, please find another bill which is also outstanding: Review extensive medical file, review literature&medical journal for current assessment re:ALS, prepare extensive report-$2,000. Total outstanding: $2,900. Please remit payment to the address above. Thank you for your consideration, Sincerely, �Nelson Hendler, MD The Estate of Susan L. Semuta Megan C. Wrigght, Administratrb 60-1975/313 1002 116 Green Lane Dr. Camp Hill, PA 17011 PAY TO ROF ff��fi1M M. 0 oD. OAOER OF 'VV�r�f�1f l.�/y���-(i/.�J�..I.�/ '^ //�� 7 IVin JftR LAAk DOLLARS Q m.V' A V tJ Fow- n 11• LOO 210 1:03L3167874: 220103414211' BRATIC AND PORTKO LLC Attorneys at Law 101 OFF[CE CENTER,SUITE A 101 Souni U.S. ROUTE 15 DILLSBURG,PENNSYLVANIA 17019 I)USAN BRATIC,ESQ. (717)432-9706 STEPHEN K. PORTKO, ESQ. (717)432-2538 br.vicnortkMa�wl,aiin FAX (717)432-9220 March 21, 2013 Elvetta E. Knox. Claims Agent PA Dept. of Welfare Division of Third Party Liability Casualty Unit 130 Box 8486 717-705-8150 Harrisburg, PA 17105-8486 717-772-6613 RE: Susan Semuta CIS4: 190145784 Incident Date: 09/17/2003 Dear Ms. Knox: Enclosed please find a check in the amount of$4,657.35 in full payment of the claim for Susan Semuta. Thank you. �Very (ruly yours, Dusan Bratic DB/rsr Enclosures 2013 1 02P Third Party LiabiIitX, ,„,-AvA„ No. 5521 P. 3 6URH1J0PPR00WI fGAET -. RECO�WSECTIiaN� vo w 0,PA 0 RRKBURq PA 1i1OSet00 Momh 11.2013 STATEMENT OF CLAIM SUMMARY F E: SEMUTA,SUSAN 10014S784 UPDATE TO PREVIOUS SOC DATED 0710312007 MEDICAL 'USUAL CHARGES AMT APPROVED PREVIOUS SOC 130.746.55 110,031.07 CURRENT 60C .00 AO PRIOR REIMBIADJ (107,969.22) TOTAL 1a0,748,65 $041,6S CASH PERIOD COVERED DOLLAR AMOUNT PREVIOUS SOC 03106104 - 03131/06 2,61630 CURRENT SOC TOTAL 2.616.60 REIMBURSEMENT TO DPW 4,667.39 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE EIN- 23-6003113 The Estate ofSusan L. Semuta, 60.1e7SM13 1001 Megan C. Wright,1 AdminlStratnx 116 Grecn Lane Dr. Camp Hill, PA 17011 PAT TO THE ivt �l�- � 3s e L nne irn1001us 0:0313187871: 220103414211 r� BRATIC AND PORTKO LLC Attorneys at Law 101 OFFICE CENTER, SUITE A 101 SOUTH U.S. ROUTE 15 DILLSBURG, PENNSYLVANIA 17019 DUSAN BRATIC, ESQ. (717)432-9706 STEPHEN K. PORTKO, ESQ. (717)432-2538 FAX (717)432-9220 March 21, 2013 Dr. Reginald Davis PERSONAL & CONFIDENTIAL Neurosciences 6535 N. Charles St., Suite 600 Physicians North Pavilion Baltimore, PA 21204 RE Susan Semuta Date of Service 10/9/2005 Dear Dr. Davis: The family of Susan Semuta received a small settlement arising out of an accident case. You were kind enough to provide emergency services and they wanted to send you something, realizing it is not what was billed. Hopefully you will find this acceptable. hope this letter finds you well. Ver .truly yours, usan Bratic The Estate of Susan L. Semuta Megan C. Wrigght, Administratrix 80-1878/313 1005 116 Green Lane Dr. Camp Hill, PA 17011 LY�rGha�,�3 ORDER o�. S VL ;MM W V DOLLARS 1 s.. • Fo.�u�Lt,h �c-YYLUL�Gt_l 0 9.l.os __.—_ 11. 10050 40313187874 220103414211• ...... (/ �. i U.y i-I $ S 8 &R888 S F 8 8 $ u 'e S e ® U g€ oc v 7 G". u H as = to Z5 p D o o m m s 3 m41 € ti 4� a SO $ S�5 � o �ygkua a a IP gnu u g J. \ 1 u a a o 0 6 E Y W i �I Sy E Do E aQ �7 z Do u _ m ❑V l c O R _ W De -b: Z CEt� 3 V w° U m IYt u W A: a` ❑ NNERALPURCHASECOHTRACT Pe ltM1 emoTGFUmnl Nmne end Cnmdm ServlmS.Irv. Lmenmp ' (S T UAW AIENTOFNm . ANMDMSn 2E ECTm)I IE ey .1..vER.J]tPA RTHEMOR E.SLuDA.Ye h o.r Uele '0121d'0121d 21,V7 Phe"m.nmaY fw IOfe n N P -O]m0] M /, M.-I mNw°emtloYMUweMXme.."AL Wnwe °e MMmy bah") . .Nrve Alone Se.13.N.IXIm RMmeNpRomplmdM PKm HomeSMMBnMdFUmn0NaroQ.em Film .1 N4mnkatlMmepMl ry HYDOM mpmeummnlghgmlmlmnl peoppe nd b6 He Nmml emdIX, ll // (A)OUR SERVICE' ✓ OMeolpmN 6-,;L(, �� GUnMb /"/be/%Y/�ol,elan enlgilq seMn]. VSIC SERNCES OF FUNERAL DIRECTOR&STAFF...............$— (B) CASH ADVANCE HEMS: �'y� .3 '�y 276:Jl�' EMBALMING—$ Naml OmanIntlmebl Y GNMK copme d Call GNTnb onWee 6 ®S�IcmPY Xyouae/e[feEa funmlMeeme npWm emmhnlnPa ne"Imm nenl ..........f nM VNmnp,MUnmYNw MpeYT°remmMrinp.YODUO noe&rvelo HeINm ... ...._....f wr rormmmmlmwa memlapPww rcrGP .I u1 rn.e a ore ma/bn m Im m.aMU emwm.endeee a nAm.rped. Ted,Ww Gomm E-R-n--m-ae't em MY mKpMM m ra atl onl mn_®s m....,..m public Newp ()BnlPp,b common e.rN. Clow HMAmu In.............................. ........ ....._......,... ,._.._,...s s .. s 11 Omer O,aIa®f SOOA9$ OTHER PREPARATION OF BODY ......... .......... ✓ All 6erven_0 S_a Ompe"®s --S USE OF FACIVTES,STAFF 6 EOUIPMENC Floom "'S FuneMGmnnm CAMuctedM Funeral Hmro ...f _ $ VWbtlm/onvice GmWe]MFmmnlome ...3_1/ Hwwr GUeNf 6upItti ....... Q1Li..f '40e MAFFI QUIP ENT. mFmMnln ....s.�r/ /'(Y! N7L7fI�ILC).Jfid�- USE STAFFd EOUIPMEM. , .IMNIYT - FumNCmnuNCmpleadM another M11M......................f Tool S "matter,I hownp Cmaurle01..MUllb .....f ToolMA)&(B) s M°mnbl BervNa GneurJM at emNer leWry .....f p�S�R�TEM GnvnHe SNMO ✓ ICI JS^ 9. LJ.1i ' TRANSFER OF RE1MANSTO FUNERAL NOME........................5_Ar% SRS 418 `� f pmen E The IJ`oa l AUTOMO nG Co Lea TNE E NL To path IRm MI(C) fy.JCentel,l ...... 1 U mwWne -.. ....-Sy FbevG ...... .......iJ� lAn: 0.,SSYAGM IIer� (p2 ✓ -' Omer ISpedl55_(� Y Y1 SeMmLem Cv. ........... .......f�_ MI$CEaio at MERCHANDISE PURCHASE 3 Replrbl R°ak............__.............-.._... ..........f_�_ ABOVE. ORE TORY OR OTHER REQUIREMENTS COMPELLING THE PVRCXABE OF AHT?EMS LISTED ......................fJL— AfiOVE'. M1vmMNpmenlGMdllmnR Ym N..................."..........5 aemema. l]I N+Nml pew Mlunl UeM Mm Wl lmenOMr(BWMICabb Rb llX°Pbrmttmpl Ywntl°urFW exdnro_..._....... ....... .. .......s__ and miler.1 aempeare N KI a App ema IrdnK Nam Nerve. 0)vAM mare d+edGNewe nn roMmdn n Gnenl PNw Cmylle(d]adnnede) ........ ......i ud Men the mpemro d a aMmwmn d.1 manp°mm e,anaMr amen-of.nece.and mend-Moll,we mry Am• Ym Iv All MrAcev In obtain., A.In w.D.aenw name. G.Nat S TERMS: Permanent Funml Nmm A CnmMlm pa"Dom and b to Ne.M°me An mill and meMl 'a enlleeM Nee d N..ed01A Ne ume Nana pMna aeM°m erA,d Nn MASm A°me ma ended 1.and comen he INAM lame. Plane OPW md°I cMMlur f ailed me d Iry IdlowMp oplbm Iry wYm°M: U Porten Olnwunl. If FeymM In MII M mu'Iwo m a Klom en der.m..e]IM^I M dl—.MII m eMMMea In YAHMd1 m the pomp dd...(IRS)aloe of MerM Mdmw mMa0. CNN noes ItAr.—mounted n IN AY ma ml d mpea. Cnmepon Um f pimen mull m men ey u.R ANDY,m Immy mall only ND medll mN poome.Me...I O m•MeN Tema. Co. (tleKflpmnl Kvmee Nma..pad on or amemNeagdNe.dNw.Tm D.leme MII.pad AnAlMe.y.d Yen.dep. Ae Wmnlelu to IM I..ee hill.Nu A MadeTia am eWMail as mY . ImaMMpan laic prymuer MII n.dl TraaltlwW Fumml SMN<Omupllq M 15%Me moon adds M MY mlemwN minim Ntt]'e dry.Dom Om Waohd mnDed nm. fiddler prw M D°Y mV PIMtla IlemtlmAM ebme) ...._.S__ ru°muMe MnnnY NHA and m.b.eM mY mml oM Ilmded d tlm mIMNn N dne nNL A°Nd b M Iry hMl tl°ImmK ..•..... pNVe dnml mn anme mMe IeltlmM1p pelmaln M nmrmM Om aM M1ul omen.L A eel lwuq nK OM amp avail OnRdn SdNm GlWdnp ........ ...._....f W.ppmw lama anal IobtllY bM aewARy=M.make NII PeYmnl...Re EM Y purtnuer mdaMMn4 Ntl Nh Rm.mn MN TIKNbuI Flmmal SeMn Gmuplllp ... .......i ponMe to IDIMIy eM ae.MllY nuM NII pno=l neon N.Fumnl Xww m.tha nde.en.Ne.Mlro emaue Imm IF n.m1 b anY dam a,aeul M.A.mr WIAa.en. TINY co halal°I..IX ed.w max.Iw Mend m ml '`¢,�yJ(bnlp �mtllruM.Ay�n Nw pmtl nmolq Nem.elwM me p man MII cromem n MN Gm .CICUWM.._ drect Cmvmn w°Ilv awlKlM._........_.....................__...................._s_ Immommo MeulDMAS ...... T Lf�.aJSMe•1C iij RMaINqdRemeH..._..._.............................._.._...................._...f._ - lopme"a em F.M.pd Rertalm..___............. mmwanamnhand w,mrwemmmYwsaa ioTAL W s_21al2_ Partbemore Funeral Home and Cremation Service.,Inc. M f 4 w Y m � h �y �`( I CD f a r(. � p K 3 i T ��- Iz, r cc =•3 U) `o w� n • ofd� `�, � y ❑ w'C d N�J CL mU C_ IZJ c� U) r r{x W t6U a Fa .33 d,o m aW a i Y -. .+' Keystone Financial Solutions, P.C. Invoice A Certified Public Accounting Firm Date 47 Marchwood Road 05/10/2013 Suite 2G Exton, PA 19341-1835 Bill To: Estate of Susan L. Semuta c/o Megan Wright, Administrator 116 Green Lane Dr. Camp Hill, PA 17011 Terms Due on receipt Date Description Amount 05/10/2013 Accounting services related to the finalization of the estate 1,025.00 We appreciate the opportunity to provide this service. Total $1,025.00 Payment due upon receipt of invoice. Payments received 15 days payments/Credits $0.00 after invoice date will be charged a$25 late fee and will be charged an additional $50 late fee every month thereafter. Balance Due $1,025.00 Y,. , , . ;�r r __: �_ -,. -� .� r` ?2 -"�, :f �;' � � �. - ' s,, _ � i �{ 1 V p N rm a S k 0 a . N 4Z P 00 a :a cc U)r- to O r' W�C7 d f w % Sd� m a1 n f..��U 1 a��" « � , \ . y . . j \ . . } Ft; \_j2 2 % - f \ & \ . � . CD . / ) ° C3° ° % All ag to } d;�� ; CD L A; 3 MCC 0 r O 8. �01 m I m ?mom 6p 0 v O�ON< a W 00 ri n. a� a I:'vl •• r r_ 1 0 o0 x r � r O I. w r • O Sgat. � r t W k r �y, i ED �. 9j