CONTACTS 
0202 - James A. Walker Law Offices          530 889 0441                                                                                                                  O-00000729 0101
020201 - Mr. James A. Walker, Esq.                                                                                                                                        O-00000729 0101
020202 - jamesw@eldercareresources.com                                                                                                                                    O-00000729 0101
0203 - James A. Walker Law Offices          530 889 0441                                                                                                                  O-00000729 0201
020301 - Ms. Katie Lynch                                                                                                                                                  O-00000729 0201
020302 - katiel@eldercareresources.com                                                                                                                                    O-00000729 0201
0204 - Murphy, McNay, Davis Law Offices     916 446 6462                                                                                                                  O-00000726 0103
020401 - Ms. Madeline Davis, Esq.                                                                                                                                         O-00000726 0103
020402 - mkdavis@m-mlaw.com                                                                                                                                               O-00000726 0103

SUBJECTS
Kathleen and Bob

0403 -    ..
0404 - Summary/Objective
0405 -
040501 - Follow up ref SDS 38 0000, ref SDS 35 0000.
040502 -
040503 - Bob called Kathleen and advised that Doctor Fogelberg met with him
040504 - today about his condition.  He is anxious to come home now that his
040505 - prognosis is clearer to him. ref SDS 0 2754  Kathleen is making
040506 - arrangements with Doctor Fogelberg.  She has finally been able to
040507 - catch up reviewing the record on medical and estate planning.  She
040508 - requested a letter on the meetings scheduled for 991117.  Patty can't
040509 - attend the meetings, but Rita will go to the meetings with Kath.
040510 - Madeline Davis sent the letter from CMISP to Katie at James Walker's
040511 - office.
040512 -
040513 - Submitted ref DIT 1 0001 on the meetings, per below. ref SDS 0 5312
040514 -
040515 -      [On 991113 2115 Bob died. ref SDS 40 5328]
040516 -
040517 -
040518 -
0406 -
0407 -
0408 - Discussion
0409 -
040901 -  ..
040902 - Review the Record for Orientation on Status and Planning
040903 -
040904 - Follow up ref SDS 38 2544, ref SDS 35 2544.
040905 -
040906 - Called Kathleen.
040907 -
040908 - She has reviewed the record and understands about the meeting with
040909 - Walker on 991117 at 0900, and later on the same day with Social
040910 - Security at 1330.
040911 -
040912 - She said her printer has run out of blank ink, and so she has to
040913 - print everything in pink.
040914 -
040915 -       Need to fix the printer.
040916 -
040917 -       [On 991113 Kath got a printer cartridge. ref SDS 40 2544]
040918 -
040919 - I clarified that the meeting with James Walker, Esq., is in his
040920 - Sacramento office on Watt Avenue, so Kathleen does not have to drive
040921 - to Auburn, per discussion with Katie. ref SDS 38 3243
040922 -
040923 - Kath mentioned reading the following....
040924 -
040925 -         Letter to Katie at James Walker's office yesterday.
040926 -         ref DIP 14 0001
040927 -
040928 -         Telecon with Katie yesterday setting meeting for Kathleen and
040929 -         Rita to visit James Walker at his Watt Avenue office in
040930 -         Sacramento. ref SDS 38 3243
040931 -
040932 -         Letter to James Walker on 991110. ref DIP 13 0001, and telecon
040933 -         the same day. ref SDS 35 3966
040934 -
040935 -
040936 -
040937 -
040938 -
040939 -  ..
0410 -
0411 -
0412 - 1202 called Patty at work
0413 -
041301 - Patty cannot come up and attend the meetings on 991117, suggested in
041302 - the letter to her yesterday, ref DIP 15 4455, as shown at ref SDS 37
041303 - 0001, due to obligations at her job.
041304 -
041305 -     A letter from Rita later indicates she can attend the meetings
041306 -     with Kathleen. ref DRT 1 0936
041307 -
041308 - I mentioned presenting her ideas as soon as possible, and that she
041309 - could help her Dad with concerns about testing and treatment, per the
041310 - letter, ref DIP 15 4455, to Patty yesterday. ref SDS 37 0001  Patty
041311 - plans to discuss this during the Thanksgiving holidays when she visits
041312 - in a few weeks.
041313 -
041314 - We discussed expediting this plan, in light of Doctor Fogleberg's
041315 - prognosis.
041316 -
041317 -     [On 991113 Bob's condition worsened, Patty discussed the carbon
041318 -     blanket initiative with Kathleen. ref SDS 40 5328]
041319 -
041320 - Patty was not aware of testing and treatment the doctor has discussed
041321 - with her Dad.  We discussed her calling Doctor Fogelberg about this to
041322 - help sort out timing on the initiative she has in mind.  As shown in
041323 - the record yesterday, Doctor Fogelberg has been very cooperative and
041324 - forthcoming in helping the family, and could provide good information
041325 - about Patty's concerns. ref SDS 35 3224
041326 -
041327 -    (below advised Kathleen. ref SDS 0 1960)
041328 -
041329 -
041330 -
041331 -  ..
041332 - Estate Planning Coordinate Medical Expense Management
041333 - CMISP Letter Submitted to James Walker's Office
041334 -
041335 - Follow up ref SDS 36 0001, ref SDS 33 0001.
041336 -
0414 -
0415 -
0416 - 1118 received call from Madeline
0417 -
041701 - She noted the copy of the letter she received yesterday to Katie Lynch
041702 - in James Walkers's office, that indicated Madeline should fax the
041703 - letter from CMISP to Walker's office. ref DIP 14 1260
041704 -
041705 - Madeline has not heard from Katie, and asked if she should go ahead
041706 - and fax the CMISP letter to Katie, per the letter?
041707 -
041708 - I confirmed Katie's request to get the CMISP letter, per telecon
041709 - yesterday. ref SDS 38 2576
041710 -
041711 - Madeline will fax the CMISP letter to Katie after our call.
041712 -
041713 -    (below called Katie to follow up, ref SDS 0 3966)
041714 -
041715 - Madeline said she needs to talk to James on estate planning issues.
041716 -
041717 - We reviewed the schedule for Kathleen to meet with James on 991117
041718 - 0900, and possibly to meet with Social Security at 1330, also on
041719 - 991117.
041720 -
041721 - James is out of town until 991116, per the letter to James on 991110.
041722 - ref DIP 13 6768  Madeline can call James when he returns from his trip
041723 - to Chicago, for input to support the meeting with Kathleen on 991117.
041724 -
041725 -
041726 -
041727 -
041728 -  ..
041729 - Doctor Discloses Prognosis to Bob, He Wants to Come Home
041730 -
041731 - Follow up ref SDS 38 5328, ref SDS 35 5328.
041732 -
041733 - When I called Kath this morning, per above, ref SDS 0 2544, she had
041734 - just gotten up from resting.
041735 -
041736 - She stayed at the hospital overnight with Bob and it is hard to sleep
041737 - because they provide a cot, that is not comfortable, and Bob is
041738 - restless through the night.  Nursing staff come in to check Bob and
041739 - help him.
041740 -
041741 - Kath said Bob has tried to read the papers, but it is too tiring.  He
041742 - can watch some television, but is mostly resting and sleeping now. He
041743 - has become good friends with the nursing staff, who have done a
041744 - wonderful job not only caring for Bob, but, also, talking to him and
041745 - making him feel as comfortable as possible.
041746 -
041747 -      [On 991113 2115 Bob died. ref SDS 40 5328]
041748 -
041749 - Kathleen mentioned that she overheard someone criticizing a nurse for
041750 - spending so much time helping Bob.  She later expressed appreciation
041751 - to the boss for the outstanding work of the staff attending Bob.
041752 -
041753 - Bob is still objecting to further tests and treatment.
041754 -
041755 - He is disappointed the plans have changed to keep him in the hospital
041756 - a few more days, per yesterday. ref SDS 38 5328
041757 -
041758 -
041759 -
041760 -  ..
0418 -
0419 -
0420 - 1552 Kath called
0421 -
042101 - Kath related a call from Bob just now that Doctor Fogelberg visited
042102 - him this afternoon.  Bob asked Karen about the lump and discomfort in
042103 - his stomach area.
042104 -
042105 - The doctor explained it is due to the cancer in his pancreas.  Bob
042106 - indicated to Kathleen that the doctor told him that the cancer is
042107 - progressing rapidly, he has only weeks or a month of so.  There is no
042108 - further medical procedure that can help.
042109 -
042110 - The doctor evidently explained different life support procedures that
042111 - can be used.
042112 -
042113 - Bob declined these measures.
042114 -
042115 - Bob wants to come home and be with Kathleen.  He is tired of being in
042116 - the hospital.
042117 -
042118 - He made a joke that he will teach Kathy how to set up the VCR, if she
042119 - will "bust him out jail."
042120 -
042121 -      [On 991113 2115 Bob died. ref SDS 40 5328]
042122 -
042123 - Kathleen will call Patty and also Bob's daughter, Pollette, to let
042124 - them know the doctor has explained the prognosis to Bob, following up
042125 - events on 991104, ref SDS 21 4899, and 991105. ref SDS 23 3182
042126 -
042127 - Kathleen will call Doctor Fogelberg and discuss arrangements.
042128 - ..
042129 - I gave her the number of Karen Fogelberg, MD....
042130 -
042131 -
042132 -                           916 863 7874
042133 -
042134 -
042135 - I mentioned the discussion with Karen on 991110 about providing
042136 - information on Bob's medical condition for Medicare Social Security
042137 - disability. ref SDS 35 4422
042138 - ..
042139 - Kathleen will also schedule a visit with Doctor Fogelberg to
042140 - review the Social Security Medicare forms, to get a letter to submit
042141 - at the meeting on 991117.
042142 -
042143 - I advised that Patty cannot get time off to help with the meetings on
042144 - 991117. per above. ref SDS 0 0899
042145 -
042146 -
042147 -
042148 -  ..
042149 - James Walker Filing Medical Entitlement Claim, CMISP Letter
042150 -
042151 - Follow up ref SDS 38 3966, ref SDS 35 3966.
042152 -
042153 -
042154 - After talking to Madeline above...
0422 -
0423 - 1132 called Katie
0424 -
042401 - Katie is with a client.
042402 -
042403 - Left voice mail message about Madeline's call, and that Madeline is
042404 - sending to Katie via fax the letter from CMISP that requires a
042405 - response by 991115, ref SDS 0 6068, which Katie requested in our call
042406 - yesterday. ref SDS 38 2576
042407 -
042408 - Asked Katie to call back or send an email that the firm's email system
042409 - is back online, and that she has all the information from the
042410 - correspondence yesterday. ref DIP 14 0001, including the letter to
042411 - James Walker on 991110, ref DIP 13 0001, which links to the record of
042412 - discussion with James on the same day. ref SDS 35 3966
042413 -
042414 -
042415 -  ..
042416 - Kathleen and Rita will Meet with James Walker on 991117
042417 -
042418 - Based on telecon with Kath, ref SDS 0 2544, and Patty, ref SDS 0 0899,
042419 - and a letter from Rita this afternoon, ref DRT 1 7161, Kathleen and
042420 - Rita will attend the meeting on 991117 with James Walker on Medical,
042421 - and also ask about filling out the forms for Medicare.
042422 -
042423 - Rita asked for information on the meetings. ref DRT 1 0936
042424 -
042425 - Kathleen also requested a letter explaining the scope of the meetings
042426 - and any documents they need to bring.
042427 -
042428 - Prepared ref DIT 1 0001 to Kathleen with copy to Rita, Patty and James
042429 - Walker.  Sent a copy to Madeline Davis for information.
042430 -
042431 -     [On 991113 called Kathleen to advise letter was sent. ref SDS 40
042432 -     2544]
042433 -
042434 -     [On 991114 Kath got the letter. ref SDS 41 2535]
042435 -
042436 - Linked to this record, and the discussion with Katie on 991111 asking
042437 - that Kathleen bring someone to help her at the meeting. ref SDS 38
042438 - 5933
042439 -
042440 - Linked to Katie's intent to mail a post card with directions to the
042441 - Watt Avenue office. ref SDS 38 3243
042442 -
042443 - Linked to discussion with James on 991110. ref SDS 35 3966 and the
042444 - letter sent the same day. ref DIP 13 0001
042445 -
042446 -     There is a lot to do in the next two weeks. ref SDS 35 7178
042447 -
042448 - Linked to the meeting on 991105 where Madeline indicated she sent a
042449 - letter to Kathleen on the meeting with Bob at the hospital on 991104
042450 - to prepare Bob's will. ref SDS 24 4400
042451 -
042452 - Linked to Medicare planning on 991106. ref SDS 26 4672
042453 -
042454 -     Bob's disabling infirmities were developed on 991103. ref SDS 19
042455 -     4015
042456 -
042457 - Linked to discussion with Karen on 991110 about submitting a letter on
042458 - Bob's disability for the past year. ref SDS 35 4422
042459 -
042460 -
042461 -
042462 -
042463 -
042464 -
042465 -
042466 -
042467 -