Re: Anne Kober Care - Accounting Errors

From
Steve Koyanagi <skoyanagi@thekey.com>
To
Laszlo Kovacs <laszlo.kovacs@thekey.com>
CC
Legal <legal@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Tue, 19 Dec 2023 11:59:56 -0800
Folder
INBOX
--000000000000245d81060ce25013 Content-Type: multipart/alternative; boundary="000000000000245d7f060ce25011" --000000000000245d7f060ce25011 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Laszlo, Does that mean we are unable to provide any of the information she is requesting? Can we just provide her with a ledger showing there is a $5,942.48 balance and we're agreeing to waive that? If helpful, we can organize a quick call to strategize. Should only take a couple minutes. On Tue, Dec 19, 2023 at 11:39=E2=80=AFAM Laszlo Kovacs wrote: > Legal Team, > > > > Long thread below. Basically we are unable to fully reconcile the account > due to missing information stemming from system and staff change overs > earlier this year. My suggestion was to advise the client of waiver of al= l > open balances and have them sign a release. Below however you can see the= y > are wanting to do a full accounting of their own before they will accept > our offer. > > > > Please advise as to what you=E2=80=99d suggest for next steps. > > > > Thanks, > > > > *From:* Timothy Thomas > *Sent:* Tuesday, December 19, 2023 12:58 PM > *To:* Laszlo Kovacs > *Subject:* Fwd: Anne Kober Care - Accounting Errors > > > > Hi Las, > > > > I think it's best that your team / legal take over at this stage. > Thoughts? > > ---------- Forwarded message --------- > From: *Sharon Speirs* > Date: Tue, Dec 19, 2023 at 1:45=E2=80=AFPM > Subject: Re: Anne Kober Care - Accounting Errors > To: > Cc: Dennis Fancy , Laszlo Kovacs laszlo.kovacs@thekey.com>, Timothy Thomas , Vanja Bezdrob = vanja.bezdrob@thekey.com>, Vashon Palloo > > > > Morning > > I did send a note to Joe as he did not answer my call but his other > daughter called me instead. She is not comfortable calling it over as thi= s > is her mother=E2=80=99s estate and she wants to fully understand what has= happened > and where the account is at. I did share that despite her request to =E2= =80=9Cstop=E2=80=9D > the payments of the cheques it was out of our control but if necessary th= ey > would be refunded. I also shared there is no late interest charges applie= d > to the account. She still wants everything she has asked for and then wil= l > be in touch with regard to our offer. > > Please forward the information you have gotten together for her as I told > her it would be there today or tomorrow > > Sorry but I tried > > Sharon > > > > *Sharon, Speirs* > > > > Canadian Staffing Manager > > > > 778 279 3634 > > > > *TheKey.ca* > > > > [image: Image removed by sender. TheKey] > > > > > > > > > > > > > > On Mon, Dec 18, 2023 at 3:11=E2=80=AFPM wrote: > > Hi Sharon, > > > > Yes, you can let Joe know that we are calling the account free once the 4 > cheques are cashed and applied. > > > > Unfortunately, any checks that have been mailed will be cashed. They go > directly to a lockbox, and we cannot stop them once they are sent. I don= =E2=80=99t > know how that should be handled other than maybe telli

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