--000000000000e35cf7060e70b9c2 Content-Type: multipart/alternative; boundary="000000000000e35cf5060e70b9c0" --000000000000e35cf5060e70b9c0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Morning, Please see attached 2023/2024 Statement. Let me know if there is anything else you may need. Best, Michelle Hudgins On Mon, Jan 8, 2024 at 9:58=E2=80=AFAM Timothy Thomas wrote= : > Thanks Vashon. > > Best > Tim > > On Fri, Jan 5, 2024 at 5:36=E2=80=AFPM Vashon Palloo > wrote: > >> Hi Tim, >> >> The write off in Clearcare has been completed and I have copied Michelle >> on this email to help provide the statement because I'm not sure how we = run >> those in Clearcare. >> >> On Fri, Jan 5, 2024 at 3:12=E2=80=AFPM Timothy Thomas wr= ote: >> >>> Hi Lisa and Vashon. >>> >>> I had a good call with the Kober family. They have accepted our offer t= o >>> zero out their balance. If you could please work with your team to do s= o >>> and to provide an updated statement to Alice reflecting that, and CC me= for >>> visibility. >>> >>> Please let me know if you have any questions. >>> Tim >>> >>> On Fri, Jan 5, 2024 at 1:57=E2=80=AFPM wrote: >>> >>>> Thanks, Tim, for the follow up. I just want to make sure that we handl= e >>>> all issues on them just let me know when you are ready for us to credi= t. >>>> >>>> >>>> >>>> >>>> >>>> >>>> >>>> *From:* Timothy Thomas >>>> *Sent:* Friday, January 5, 2024 12:57 PM >>>> *To:* Vashon Palloo >>>> *Cc:* Sharon Speirs ; Lisa Barker >>> lisa.barker@thekey.com> >>>> *Subject:* Re: Anne Kober - Confirming Next Steps >>>> >>>> >>>> >>>> I'm speaking with the daughter this afternoon. We will be offering a >>>> credit on the outstanding balance. >>>> >>>> >>>> >>>> On Fri, Jan 5, 2024 at 1:28=E2=80=AFPM Vashon Palloo >>>> wrote: >>>> >>>> Ok, thanks for the update. >>>> >>>> >>>> >>>> On Fri, Jan 5, 2024 at 1:24=E2=80=AFPM Sharon Speirs >>>> wrote: >>>> >>>> Hi Vashon >>>> >>>> I am not sure if Tim has the latest amount as he is the one having a >>>> conversation with the daughter who has recently gotten involved. I thi= nk we >>>> need to wait further instructions from Tim if there is anything we nee= d to >>>> do from or for the client before it can be officially closed. >>>> >>>> Thanks so much >>>> >>>> Sharon >>>> >>>> >>>> >>>> On Fri, Jan 5, 2024 at 9:42=E2=80=AFAM Vashon Palloo >>>> wrote: >>>> >>>> Hi Sharon, >>>> >>>> >>>> >>>> Sorry for the delay of communication regarding this client as we've >>>> been a little shorthanded and Lisa was out. >>>> >>>> >>>> >>>> As of now, the client has a $1,455.30 balance that we have approval to >>>> write off. I just wanted to ask you first if there is anything else th= at >>>> needs to be done with this account? Does the client have any >>>> expectations afterwards? >>>> >>>> >>>> >>>> We want to be sure that after we write off the $1455.30 that we're don= e >>>> with this account. >>>> >>>> >>>> >>>> -- >>>> >>>> *Vashon Palloo* >>>> >>>> Se