Statement Number

Line Date

Hrs

Rate

Dollars

Description

36043

9/7/01

0.75

$ 135.00

$ 101.25

Listen to disc. Review bank records

36043

9/10/01

2.25

$ 135.00

$ 303.75

Prepare for deposition. Deposition of client.

It was not a formal deposition. A transcript is not available. Documents are not available to all heirs. The Personal Representative was not under oath. Jill Kurtz does not represent Daniel Cheatham and he was present at the meeting. Michael Roloff was barred from attending the meeting after he arrived at the office of Jill Kurtz.

 

Statement Number

Line Date

Hrs

Rate

Dollars

Description

35429

7/18/01

0.58

$ 80.00

$ 46.40

Draft and FAX letter to Mike Roloff to furnish copy of our statements.

35630

8/21/01

0.92

$ 75.00

$ 69.00

Make list of items we have for review by Michael Roloff.

Michael Roloff did not receive the letter. Michael Roloff did not receive the list of items.

 

Statement Number

Line Date

Hrs

Rate

Dollars

Description

36043

9/20/01

0.50

$ 135.00

$ 67.50

Preparation of letter to Doug Whitlock, heirs, and Francina van Beek

36043

9/20/01

0.75

$ 135.00

$ 101.25

Telephone conference with client. Dictation of letter to attorney Whitlock and to heirs {stop payment}

36059

10/8/01

2.17

$ 80.00

$ 173.60

Telephone conference with Marie. Prepare Final Report and Petition for Distribution to be filed with Court for approval.

36059

10/9/01

0.50

$ 80.00

$ 40.00

Office conference with Marie to sign Petition re final accounting

36059

10/9/01

0.17

$ 80.00

$ 13.60

Work on accounting

36059

10/10/01

8.00

$ 80.00

$ 640.00

Complete Financial Accounting and Petition re final accounting. Prepare Notice of Hearing and Affidavit of Mailing to beneficiaries. Prepare Decree of Distribution. Prepare fiduciary income tax return for estate (estimated time)

36059

10/10/01

4.00

$ 135.00

$ 540.00

Review Financial Accounting and Petition re final distribution. (estimated time)

36059

10/10/01

3.00

$ 75.00

$ 225.00

Prepare checks and receipts for distribution of estate. (estimated time)

The Personal Representative omitted Ayla van Beek as heir in the first Petition for Distribution of Estate dated July 2, 2001. The Personal Representative ignored the REQUEST FOR SPECIAL NOTICE dated April 2, 2001. The Personal Representative refused to cooperate with repeated requests for information.

Statement Number

Line Date

Hrs

Rate

Dollars

Description

34859

5/2/01

0.13

$ 75.00

$ 9.75

Prepare letter to client re Request for Special Notice of Hearing filed by Doug Whitlock on behalf of David Solomon.

34859

5/4/01

0.23

$ 135.00

$ 31.05

Telephone conference with client

35429

7/11/01

1.17

$ 135.00

$ 157.95

Conference with clients regarding daughter's loan

35429

7/13/01

0.08

$ 75.00

$ 6.00

Telephone call from Johanna Bice re debt to grandmother. States verbally absolved.

35429

7/16/01

0.25

$ 135.00

$ 33.75

Phone conference with Johanna Bice. Left message for client.

35630

7/24/01

0.33

$ 135.00

$ 44.55

Dictation of letter to Doug Whitlock

35429

7/25/01

0.33

$ 80.00

$ 26.40

Draft letter to Douglas Whitlock re Bice loan.

35630

7/25/01

0.17

$ 135.00

$ 22.95

Telephone conference with client

35630

7/27/01

0.17

$ 75.00

$ 12.75

Prepare letter to Marie

35630

8/1/01

0.50

$ 80.00

$ 40.00

Office conference with Marie Cheatham re Mike Roloff FAX

35630

8/9/01

0.33

$ 135.00

$ 44.55

Phone conference with client.

35630

8/9/01

0.17

$ 135.00

$ 22.95

Telephone conference with client

36043

8/30/01

0.75

$ 135.00

$ 101.25

Telephone conference with client

36043

8/31/01

0.58

$ 135.00

$ 78.30

Telephone conferences with client and Doug Whitlock.

36043

9/4/01

0.33

$ 135.00

$ 44.55

Telephone conferences with client and Doug Whitlock.

36043

9/11/01

0.50

$ 135.00

$ 67.50

Telephone conference with Doug Whitlock. Telephone conferences with client

36043

9/14/01

0.17

$ 135.00

$ 22.95

Review fax. Dictate letter to client

36043

9/17/01

0.23

$ 135.00

$ 31.05

Telephone conference with client

36043

9/18/01

0.33

$ 135.00

$ 44.55

E-mail letter to client and send client copy of fax from Michael Roloff.

The Personal Representative did not cooperate with the heirs. Jill Kurtz does not represent Daniel Cheatham.

 

 

Statement Number

Line Date

Hrs

Rate

Dollars

Description

34321

2/23/01



$ 12.00

Recording Fee-affidavit Death of Life Tenant

34321

2/26/01

0.75

$ 75.00

$ 56.25

Letter to Assessor's office with copy of Affidavit re Death of Life Tenant

This is related to the Gifting of Property done on January 31, 1991. Alvina Roloff gifted her property to Marie Cheatham, the Personal Representative, subject to life estate.

 

The total amount of legal fees contested is $ 3,261.42.