|
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.