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Home My WebLink About05-28-13 STATEMENT AND PROOF OF CLAIM 05l1612013 STATE OF COURT: CASE NUMBER: Cumberland County Register of Wllls 21-13-0170 � 1 Courthouse Square c Q w � rn Carlisle, PA 17013 � � � � o m � � -c c� _o r ^�7 A � - f— �,. TO: ESTATE OF DECEAS :°? ';<:� � o .- Bonita J Zellers Thomas�G�ellei3 � 342 Herman Ave BILLING DOC. NO.: ` rv ;:.; Lemoyne, PA 17043 B2-RPOR0�940N �' AMOUNT OF CLAIM: $684.47 SUMMARY: Thomas L Zeilers was overpaid $1,489.79 in Railroad Retirement Benefits than you should have. In addition, because you did not report the earnings to us within two months, a deduction equal to your annuity for one month has been imposed. A penalty deduction has been applied. This penalty rate is $1,489.68. The totai amount owed to the RRB is $2,979.47. STATE OF ILLINOIS Count Of Cook } SS I, Corey Jones of the Railroad Retirement Board, a duly authorized agent for the United States in the behaif, being duly sworn, depose and say: 1. That the estate of Thomas L Zellers, deceased, is justly and truly indebed to the United States of America. 2. That the nature of said debt is set forth in the attached statement. 3: That the attached statement is a true and correct statement of accounts against the estate of Thomas L Zellers, deceased. 4. That no part of said debt has been paid, but the sum is now due and payable. 5. That there are no set-offs or counter claims to said debt. 6. That said debt has priority and must be paid in full in advance of distribution to creditor, as and to the eutent provided in section 3713 of Titie 31 of the United States Code. A represe�ntative (executor, administrator, etc.) of an estate who pays other debts owed by the decedent before paying a claim of the Government will be liable to the extent of the payment for unpaid claims of the Government. State Statutes limiting the time for creditors to file claim with Probate Courts have no,application to the United States Government. (United States v. Snyder, 207 F. Supp. 789(E.D. Pa., 1962)) Subscribed and sworn to before me Dated this / day ., of M,�'� , 2o%r this '/�' da of �� , oreaaisea� , 1 � y ��Cymhia MaAe Chetmen Nolary PuWic Stete ot IAinols My Commiasion Expiros O6l16l2016 n • �. Corey Jo s Debt Rerovery Specialist Debt Recovery Division Notary Public, Cook County, Iliinois U.S. Railroad Retirement Board Chica o, Illinois DK-302 Q2-OS) h' Billing Document No. B2 RPOR0429404 STATEMENT OF INDEBTEDNESS Thomas L Zellers, on the basis of an application filed with the United States Raiiroad Retirement Board �RRB), was awarded a railroad retirement employee annuity under section 2(a�(1 ) of the Railroad Retirement Act (RRA)(45 U. S. C. § 231a(aj(1)). Thomas L Zeliers was overpaid [DEBT AMOUNT] in railroad retirement employee annuities under section 2(a)�1i of the RRA because annuities paid to him/her in the calendar year [YEAR], were not reduced for work deductions, as per section 2(f) of the RRA (45 U. S. C. § 231a{f)). The tier one and vested dual benefit components of employee and spouse retirement annuities may be subject to certain limitations based on any earnings oufside the railroad industry. Tier one and vested dual benefit components are subject to deductions if earnings exceed certain exernpt amounts. We received information reporting that Thomas L Zellers earr�ed $5,180.88 in the calendar year 2006. The exempt earnings amount for 2006 is $4,999.99. The earnings reported are in excess of the exempt amount for the 2006, and his/her annuity should have been reduced. Section 2(f) of the RRA states that that portion of the in�ividual's annuity as is computed . . . on the basis of his/her compensation ��nd years of service subsequent to December 31, 1974, and his/her wages and self-employment income derived from employment and seif-employment under the Social Security Act and that portion of the individual's annuity cas is computed under section 3�h) of the RRA shall be subject to deductions on account of work pursuant to the provisions of section 203 ot the Social Security Act in the same manner as if such portion of such annuity were a morithly insurance benefit under that Act . . . The monthly annuity rates paid Thomas L Zeilers and the rnonthly rates he shouid have been paid are attached. The rates do not include deductions for Medicare. The document notated "PREVIOUS PAYMENi SUMMARY" shows the amounts that he/she was actually paid. The documE:nt notated "ACCRUED PAYMENT SUMMARY" shows that amounts that he/she wcis due. [or) The monthly annuity rates paid Thomas L Zellers and the monthly rates he should have been paid are shown below. The rates do noi include deductions for Medicare. From Through Rate Paid Rate D��e Overpaid CLAIM NUMBER: 62-RPOR0429404 ANNUITY ACTIVITY SUMMARY MONTHLY ANNUITY PAYMENTS PAYMENTS NO. OF WHAT WAS PAID WHAT WAS DUE -From- -Through- MONTHS -Rate- -Total- -Rate- -Total- -------- -------- ------- --------- --------- --------- --------- Jan, 2006 Mar, 2006 3 1 ,489.68 4,469.04 1,489.67 4,469.01 Apr, 2006 Apr, 2006 1 1 ,489.68 1 ,489.68 0.00 0.00 May, 2006 Nov, 2006 7 1,489.68 10,427.76 1 ,489.67 10,427.69 Dec, 2006 Dec, 2006 1 1,535.50 1 ,535.50 1,535.49 1,535.49 TOTAL PAID: $ 17,921 .98 TOTAL. DUE: $ 16,432.19 * Initial payment FINAL SUMMARY TOTAL AMOUNT THAT HAS BEEN PAID TO YOU : $17,921 .98 (Monthly payments you were paid + paid adjustmentsJ rninus T07AL AMOUNT THAT SHOULD HAVE BEEN PAID TC� YOU : $16,432.19 (Monthly payments you were due + accruals) Penalty :$ 1,489.68 TOTAL OVERPAYMENT: $ 2,979.47 Please note: All rates shown are before any Medicare or income tax withholding. TotalOverpayment $ Offsets �if any) - $2,295.00 --------------- Balance Due $684.47 UNITED STATES OF AMERICA ��SIRE,HF j�,ILROAD RET�EMENT BOARD O �** ��` U S RAILRAOD RETIREMENT AOARD OQ � 844 N.RUSH S'r °L � CHICAGO,ILLINOIS 60611 � p WWW.RRB.GOV * U.S.P' I��III��III��II��II�I��I�I May 16, 2013 Cumberland County Register of Wills 1 Courthouse Square Lemoyne, PA 17013 In reply refer to Deceased: Thomas L Zellers Billing Document No. 62 R?OR0429404 Estate Case or pocket No. 21-13-0170 Dear Sir or Madame: Enclosed you will find a proof of claim filed against the estate of Thomas L Zellers. A duplicate original Proof of Claim has been sent to the executor/administrator of the estate. Sincerely, Corey Jones debt recovery specialist Enclosures Proof of Claim Statement of Indebtedness Check for Filing Fee $10.00 c� c lA 'x-' =T� '� .� R7 T' �-�' G> � s c a =� -: ::�, A r 1 � r'l N � V: � ;� ': � ,_ C7 �� -�i ' ' o c: ' '-' . .. ' rv c� �' -� F'' ir�� i;; -C 'z1