CONTACTS 
0202 - Murphy, McNay, Davis Law Offices     916 446 6462                                                                                                                  O-00000726 0103
020201 - Ms. Madeline Davis, Esq.                                                                                                                                         O-00000726 0103
020202 - mkdavis@m-mlaw.com                                                                                                                                               O-00000726 0103

SUBJECTS
Kathleen and Bob

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 22 0000, ref SDS 21 0000.
040502 -
040503 - Developed planning for call and meeting with Madeline on various
040504 - issues.  Called and left message on Madeline's voice mail.
040505 -
040506 -
040507 -
0406 -
0407 -
0408 - Discussion
0409 -
040901 -  ..
040902 - Counsel Advised Family on Estate Planning, Medical Expense Issues
040903 -
040904 - Follow up ref SDS 22 5966.
040905 -
040906 - Called and left message this evening on Madeline's voice mail...
040907 -
040908 - Is she back, and can we meet on pending issues...
040909 -
040910 -    1.  Madeline review and approve submission of joint tenant
040911 -        signature card on family retirement account, per telecon with
040912 -        Kathleen this afternoon. ref SDS 24 2666
040913 -        ..
040914 -    2.  Review letter from CMISP on 991107 demanding an audit,
040915 -        and requiring response by 991115, ref SDS 23 4866, and per
040916 -        Kath's question today. ref SDS 24 1540
040917 -
040918 -         [On 991109 followed up with Madeline. ref SDS 25 6080]
040919 -
040920 -        Coordinate per letter, ref DIP 10 1054, to Peter Brixie on who
040921 -        should respond, and what the response should be, as shown in
040922 -        the record today. ref SDS 24 0429
040923 -
040924 -    3.  Review letter, ref DIP 10 0001, to Peter Brixie sent today on
040925 -        Medicare filing. ref SDS 24 7553
040926 -
040927 -    4.  Need computer files sent via email on Madeline's correspondence
040928 -        to Bob and Kathleen.
040929 -
040930 -        a.  Letter dated 991105 memorialzing the meeting with Bob and
040931 -            the family at the hospital on 991104, and the meeting wtih
040932 -            Patty on 991105. ref SDS 22 4400
040933 -
040934 -        b.  Assignment letter on hiring the firm, a copy of which was
040935 -            given to Patty. ref SDS 22 4400
040936 -
040937 -    5.  Need letter to Bob and Kathleen confirming advice that payments
040938 -        from family assets should be deferred, including from
040939 -        inheritance, until determination of eligibility for medicare
040940 -        per record from 991103, ref SDS 17 4866, and meeting with Patty
040941 -        on 991105. ref SDS 22 2538
040942 -
040943 -
040944 -
040945 - Need to clarify advice on following discussed briefly on 991105.
040946 -        ..
040947 -    1.  What duties and entitlements arise from the documents
040948 -        Patty submitted on 991105 on behalf of Bob and Kathleen, with
040949 -        respect to management of family assets, including inheritance?
040950 -
040951 -        Do the documents reviewed need to be identified?
040952 -
040953 -        Who is responsible for what?
040954 -
040955 -        What demands can Dick make, if any?
040956 -
040957 -        (see discussion on 991105. ref SDS 22 2538)
040958 -
040959 -    2.  If Dick dies before Bob, what obligations arise on allocation
040960 -        of remaining inheritance assets?
040961 -
040962 -        Do the documents support a finding that Dick's estate would
040963 -        include any portion of inheritance assets?
040964 -
040965 -        (It initially appears not, per above. ref SDS 22 2538)
040966 -
040967 -    3.  If Bob dies before Dick, what entitlements arise from the
040968 -        inheritance assets?
040969 -
040970 -        Who is responsible for managing the inheritance assets?
040971 -
040972 -        (Initially appears that Kathleen is sole beneficiary.
040973 -        ref SDS 22 2538)
040974 -
040975 -    4.  If there was a pattern and practice of distributing nominal
040976 -        amounts of inheritance assets, is this grounds to continue that
040977 -        practice as the sole requirement to meet obligations of Bob's
040978 -        fiduciary responsibility, if any?
040979 -
040980 -        (Initially counsel advises distributions should be deferred
040981 -        until Bob recovers enough to meet with counsel again, and
040982 -        medicare eligibility is determined. ref SDS 22 3698)
040983 -
040984 -
040985 -    3.  Schedule meeting with Kathleen and Bob on confirming terms of
040986 -        will, per Madeline's letter on 991105.
040987 -
040988 -        Need to coordinate with doctor on clearance to have meeting
040989 -        with Bob in light of continuing emotional trauma, which
040990 -        occurred again today. ref SDS 24 5328
040991 -
040992 -
040993 -
040994 -
040995 -
040996 -
040997 -
040998 -