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fNISTRA Refer to: 578-58-0367 Mid-Atlantic Program Service Center
300 Spring Garden Street
Philadelphia,Pa 19123
July 22, 2015
Register of Wills
County of Cumberland
1 Courthouse Square
Carlisle, PA 17013
An outstanding debt to the Social Security Administration exists for Beverly J. Kauffinan on Social
Security Account Number 167-40-0849A who is now deceased and last mailing address was 882
Alexander Spring Rd., Carlisle, PA 17015-9182.
Upon her death, liability for repayment of this overpayment in the amount of$22,922.70 passed to her
estate.
The executor for Beverly J. Kauffinan's estate has been notified of the debt and asked to refund the
$22,922.70 overpayment from funds in the estate. A copy of this notice is attached for your
information.
Please note that our letter is not a formal claim and should not be considered as such. But,rather, it is
intended to notify the Court of the existence of a debt and of our request for repayment from the
proceeds of the estate.
If you have any questions regarding this matter please contact the Social Security Administration at the
address shown above. Inquiries should include the above referenced account number.
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�i. .���c SOCIAL SECURITY ADMINISTRATION Philadelphia Region
���J IIIIIII��o,z "Committed to Quality and Creativity in Public Service"
NISTRQ' Refer to: 214-60-6977 Mid-Atlantic Program Service Center
300 Spring Garden Street
Philadelphia,Pa 19123
August 26, 20�15 , �
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Sheri S. Heckman �=:; � _� �~��� �
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Administrator of the Estate of , , , �-, . <�
Beverly J. Kauffman � � �� ` '�'
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2 Briar Oak Lane �-
Carlisle, PA 17015 �� ' `'
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This letter refers to an overpayment of Social Security benefit payments in the amount of$2�,�'22.��_�
on the wage record of Beverly J. Kaufinan,the deceased.
Ms. Kauffman was overpaid for September 2008 through March 2009, July 2009 through January
2010, August 2011 through September 2011 and December 2011 because her work and earnings were
over the allowable limit while receiving disability benefits.
Under Social Security law, if a beneficiary is overpaid at the time of his/her death, his/her estate
becomes liable for repayment of the overpayment. Where the assets of a debtor's estate have been
distributed, the Administration proceeds against the distributee liable. The distributee must have either
the proceeds of the estate or property attributable to such proceeds in his/her possession when notified
of the overpayment. If there is more than one distributee, the individual liability of each distributee is
proportionate to the share received.
Title 31, United States Code section 3713 provides that:
A. If there are insufficient funds in the estate to satisfy all of the decedent's debts,the debts due the
United States take priority over all but reasonable funeral expenses and debts secured by valid
perfected liens; and
B. If the legal representative pays other debts and does not satisfy the debt to the United States, he/she
then becomes personally liable for the unpaid amount.
Since Beverly J. Kauffinan's estate is liable for repayment of the overpayment and you were appointed
legal representative of the estate, we are requesting that you refund $22,922.70 from the proceeds of
the estate.
Refund should be made by check or money order drawn payable to the Social Security Administration
under claim number 167-40-0849A and mailed in the enclosed self-addressed envelope.
This notice is not intended as a formal claim against the estate, but is intended to inform you of the
existence of this debt and the estate's liability for this debt.
The Clerk of Court in the county of Cumberland has been notified of the estate's liabiliTy for this debt.
If You Think You Should Not Have To Pay Us Back
You may not have to pay us back. Sometimes we can waive the collection of an overpayment, which
means you will not have to pay us back. For us to waive the collection of the overpayment, two things
must be true.
• It was not the deceased's fault that he got too much Social SecuriTy money.
AND
• Recovery from the estate would be unfair.
We are enclosing form SSA-3105 called"Important Information About Your Appeal and Waiver
Rights" for an explanation of how to request reconsideration and/or waiver of your right to a personal
conference. The staff in any Social Security office will be glad to help you complete the forms for
requesting reconsideration and/or waiver of the overpayment.
Sincerely,
Assistant Regional Commissioner for
Processing Center Operations
Enclosure(s):
Form SSA-3105