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Hi Ellen
Just checking to see when the federal estate tax return may be available for review. Also checking to make sure you are also working on the Va estate tax return. Thanks Elizabeth Sager 713-853-6349 -----Original Message----- From: Ellen Arthur <EArthur@hupk.com<@ENRON [mailto:IMCEANOTES-Ellen+20Arthur+20+3CEArthur+40hupk+2Ecom+3E+40ENRON@ENRON.com] Sent: Wednesday, August 22, 2001 10:53 AM To: Sager, Elizabeth Subject: RE: Estate of Joan M. Sager Elizabeth- I sent you a letter today. To summarize, I asked Lou Alexander to prepare an evaluation of the accounts at Morgan Stanley. I did not get the information I needed so I sent the securities off to be valued by a company that will turn it around in 5 days. Once I have the stock info, I can complete the return- without the expenses unless I get them from you before then. We can deduct on the return any expenses you paid on behalf of your mother from date of death to present including federal and state income taxes. Send me a complete list as soon as possible. We can extend the return and pay an estimated amount of tax with the extension. I would prefer not to extend the return if possible because it is so close to being complete. The VA attorney told me that the consents need to be notarized. I have re-sent them to everyone requesting that signatures be notarized. I don't know why he couldn't let me know that sooner. Ellen -----Original Message----- From: Elizabeth.Sager@enron.com [mailto:Elizabeth.Sager@enron.com << File: mailto:Elizabeth.Sager@enron.com << ] Sent: Wednesday, August 22, 2001 11:18 AM To: EArthur@hupk.com Subject: RE: Estate of Joan M. Sager Hi Ellen I will have some new expenses ie federal and state income taxes that have not been paid. Expenses paid up to June 30th I paid from the estate, depleting cash so I assume we wouldn't list them. Right? I will provide you with things I can think of by the 27th. What is happening in the VA probate? When will I receive a draft of the return? I assume we can if necessary file an extension so long as we pay the estimated tax? is that right? Elizabeth Sager 713-853-6349 -----Original Message----- From: Ellen Arthur <EArthur@hupk.com<@ENRON [mailto:IMCEANOTES-Ellen+20Arthur+20+3CEArthur+40hupk+2Ecom+3E+40ENRON@ENRON.com << File: mailto:IMCEANOTES-Ellen+20Arthur+20+3CEArthur+40hupk+2Ecom+3E+40ENRON@ENRON.com << ] Sent: Tuesday, August 21, 2001 10:17 AM To: Sager, Elizabeth Subject: Estate of Joan M. Sager Elizabeth- I am working on the Federal Estate Tax Return for your mother's Estate and I notice that I don't have any expenses in my file. Do you have a list of expenses such funeral expenses, etc.? Ellen H. Arthur Hodes, Ulman, Pessin & Katz, PA 901 Dulaney Valley Road, Suite 400 Towson, MD 21204 (410)769-6146 NOTICE: The information contained in this electronic mail transmission is intended by Hodes, Ulman, Pessin & Katz, P.A. for the use of the named individual or entity to which it is directed and may contain information that is privileged or otherwise confidential. It is not intended for transmission to, or receipt by, anyone other than the named addressee (or a person authorized to deliver it to the named addressee). It should not be copied or forwarded to any unauthorized persons. If you have received this electronic mail transmission in error, please delete it from your system without copying or forwarding it, and notify the sender of the error by reply email or by calling Hodes, Ulman, Pessin & Katz, P.A. at (410) 938-8800 or 1-800-276-0806 so that our address record can be corrected. ********************************************************************** This e-mail is the property of Enron Corp. and/or its relevant affiliate and may contain confidential and privileged material for the sole use of the intended recipient (s). Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender or reply to Enron Corp. at enron.messaging.administration@enron.com and delete all copies of the message. This e-mail (and any attachments hereto) are not intended to be an offer (or an acceptance) and do not create or evidence a binding and enforceable contract between Enron Corp. (or any of its affiliates) and the intended recipient or any other party, and may not be relied on by anyone as the basis of a contract by estoppel or otherwise. Thank you. **********************************************************************
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