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Meet the Team: Deb Pingel

Deb Pingel a Wisconsin Native joined our team in 2020. Customer Service has been instill in Deb for her whole life. From babysitting, helping elderly through church, to customer service, Deb is in the front of the line to help others. Most recently she managed the online shopping at a local grocer, helping get groceries for the customers that were not comfortable shopping during the pandemic. Having a history of Medicaid Planning on the annuity side will bring another great dynamic to the Medicaid team. Deb loves being a wife, mother to her children as well as her fur babies. Deb received her Degree from UW-Milwaukee in Science and Arts.

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Meet the Team

Introducing Sharee Bishop

Hello!  I am Sharee Bishop and work remotely from Ebensburg as a Medicaid Coordinator.   After I retired from the Commonwealth of Pennsylvania working 25+ years in a County Assistance Office as a long-term care caseworker, I joined Bellomo and Associates in June 2019.

I enjoy working with families requesting Nursing Home Care or Waiver Services.  I understand the stress created when asking for help for a loved one.  And I know that gathering documents can be very overwhelming.  My goal is to alleviate that stress and work closely with the family towards approval of Medicaid benefits.

In my personal time, I enjoy reading and spending time with family.  I am an avid Pittsburgh Penguins fan; but also, watch football and college wrestling.

 

Introducing Lisa Wolfe

I am Lisa Wolfe and began working in client services with Bellomo & Associates over a year ago.  I am now assisting in both the Probate and Medicaid Departments.  I enjoy assisting clients and strive to give them the best possible client experience.  In my free time I like to cook and to try new recipes.  I also enjoy listening to classical music, especially when it is performed by my daughters.

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Meet the Team: Christine Oyler

Christine Oyler joined Bellomo & Associates, LLC in April of 2016 in the Medicaid Department.  She graduated from York College of Pennsylvania with a Bachelor of Science Degree in Nursing.  Christine’s previous work experiences consist of working as an RN in Labor & Delivery, a LTC facility with adults that have neuromuscular disorders and as an Infection Control Practitioner.

Christine shares Bellomo & Associates belief that education empowers people to make the best choices for themselves and their families and this is why she loves providing workshops educating individuals on Medicaid.  She loves being able to help assist others through the Medicaid process. Christine loves spending time with her family.  She also enjoys taking daytrips and traveling, especially to the beach and Disney World!

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Meet Dana S. Wieseman from our Probate Team

Click here to watch.

Dana was Born and raised in Central Pennsylvania. A graduate of Mechanicsburg Area high School in 1987 and Central Penn University in 1993 with a Specialized Business Degree in Legal Assistant. She has been a paralegal since 1993 and has specialized in Probate and Estate Administration since 2000 in the Harrisburg area. She furthered her career in 2020 by becoming a Certified Paralegal. Dana loves estate administration work and takes pride in the relationships that she has formed and the people she has meet over the last 18+ years. Dana is looking forward to continuing her career with Bellomo & Associates.

Dana has been married to Dave for 27 years and they have 2 wonderful kids. Megan, 25 is a teacher in Hilton Head South Carolina and Brian, 21 is in his senior year at Pitt’ and is considering law school. Now that Dana and Dave are empty nesters, you can find them on their farm in Bedford. College football is her favorite sport and has been a long time Alabama Fan. Roll Tide!

Please watch Dana’s video by clicking the picture above. If you would like to learn more about avoiding the probate process, please give us a call at 717-845-5390.

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Meet Michelle Wheeler from our Probate Team

I essentially work with the executor/administrator/trustee and help them manage the assets and expenses of the decedent.  It’s like taking over a person’s financial life after they have passed.

If we need to probate, I prepare the court documents and set up the appointment to get the executor/administrator appointed.  Once that’s done there is estate/trust advertising, bank accounts to manage, securities (stocks, bonds, etc.) to sell or transfer, life insurance/annuity/retirement claim forms to file, an inheritance tax return needs to be filed 9 months from date of death (tax estimate paid within 3 months of death to get tax discount), bills to be paid, selling or transferring real estate, etc.  Once an appraisement letter is received from the Pennsylvania Department of Revenue for the inheritance tax (6-9 months or longer from the date the return was filed), we can make final distributions and close out the matter.  It is a lengthy and time-consuming process that can be frustrating.  I do my best to make the process as comfortable as I can.

Myths and Mysteries of the Probate Process:

  1. Even if all assets are in trust, joint name or have specific beneficiaries assigned, it’s the same process except for the estate administration. We still have to get date of death confirmation values on all assets, account for all debts and expenses paid and prepare a Pennsylvania Inheritance Tax return.  Unfortunately, it is not a quick process.
  2. Depending on the company the amount of paperwork needed to transfer, sell or claim assets can be overwhelming. Please be patient.  Once all claim forms are signed and filed, it can take 10 days to a few weeks for the claim to be reviewed once it is in the company’s computer system.  This is not usually a quick process.
  3. I need the following information to start working on a file: bank statements including decedent’s date of death, current deed on all real estate, investment/brokerage statements including decedent’s date of death, life insurance/annuity/retirement paperwork, copy of most recent personal income tax return, copies of bills paid and/or checks drawn.
  4. Stock certificates should be deposited with a broker or investment service. Stock certificates are like holding cash in your hand.  If the certificate is lost, there is a lost certificate fee to get it reissued.  Please keep your investment safe.
  5. If there is only a bank account with $10,000 or less in the decedent’s name alone on a date of death, a spouse, any child, father or mother, or any sister or brother (preference in that order) can close the account with a copy of the death certificate and the invoice showing the funeral is paid in full. No probate is necessary.

If you would like to learn more about avoiding the probate process, please give us a call at 717-845-5390.

 

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