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
Rita

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 17 0000, ref SDS 16 0000.
050602 -
050603 - Hired Madeline Davis to provide estate planning for the family.  She
050604 - visited with the family at the hospital to formalize Bob's wishes in a
050605 - will prior to his surgery scheduled for 1400.  Management of family
050606 - finances was arranged. Meeting for tomorrow on additional issues.
050607 - Surgery delayed until 2130.
050608 -
050609 - Late tonight cancer has spread more than expected. ref SDS 0 4899
050610 -
050611 - Submitted ref DIT 1 0001 linked to this record to help Madeline
050612 - prepare for the meeting tomorrow.  Linked to background on 991102.
050613 - ref SDS 16 2997  Sent copy to Kathleen.
050614 -
050615 -
050616 -
050617 -  ..
0507 -
0508 -
0509 - Progress
0510 -
051001 - Called to Arrange Counsel for Family Estate Planning
051002 -
051003 -
051004 -                Frada Bruton     916 444 8826
051005 -
051006 -
051007 - Left message we need emergency meeting this morning on a will and
051008 - power of attorney per Bob's request last night, ref SDS 17 5110, and
051009 - planning this morning with Patty. ref SDS 18 0002
051010 -
051011 -
051012 -
051013 -
051014 -  ..
0511 -
0512 -
0513 - 0757 Polly McGilary               916 453 1418
0514 -
051401 - Left another message asking to move meeting up to get a will for Bob
051402 - to sign, following up message last night. ref SDS 17 6300
051403 -
051404 - Take all of the documentation for Polly to review, per telecon with
051405 - Patty this morning. ref SDS 18 0002
051406 -
051407 - Ask Polly about working with Legal Center for Elderly and Disabled,
051408 - and plans for filing for medicare. ref SDS 17 4866
051409 -
051410 - Ask about power of attorney and joint signature documents executed
051411 - this morning. ref SDS 18 2966
051412 -
051413 -    [Below, advised of having hired Madeline Davis. ref SDS 0 5933]
051414 -
051415 -
051416 -
0515 -
0516 -
0517 - 0800 Called Dan                916 498 1644
0518 -
051801 - Left message saying Dan's advice on Tuesday to call Rick, ref SDS 16
051802 - 1176, seems to have worked in getting joint signature on the
051803 - retirement account. ref SDS 18 2966   Dan's advice yesterday on the
051804 - hospital admitting Bob also worked. ref SDS 17 3871
051805 -
051806 - Advised that Bob is having surgery at 1400.  He may not make it
051807 - through the surgery.  Last night Bob requested that a Power of
051808 - Attorney be prepared for Kathleen, and that a Will be Prepared
051809 - leaving her all of his assets.
051810 -
051811 -
051812 -  ..
0519 -
0520 -
0521 - 0819 Frada Bruton called back      916 444 8826
0522 -
052201 - Explained understandings about Bob's condition, and his request last
052202 - night to have a power of attorney and will prepared. ref SDS 17 5110
052203 -
052204 - She says someone has to go to the hospital this morning and meeting
052205 - with Bob.
052206 -
052207 - She asked if he is lucid.
052208 -
052209 - I explained his request last night to get his glasses and the sports
052210 - page, so he can read and watch TV. ref SDS 17 0819
052211 -
052212 - Frada has a meeting at 1100 and has to prepare for it.
052213 -
052214 - She said call...
052215 -
052216 -           1.  Madeline Davis      916 446 6462
052217 -
052218 -           2.  Sil Reggiardo       916 441 0131
052219 -
052220 -           3.  Jim Derringer       916 441 0131
052221 -
052222 - Madeline eventually was hired on the will and estate planning issues.
052223 - ref SDS 0 4424
052224 -
052225 -
052226 -
052227 -
0523 -
0524 -
0525 - 0836 called Madeline Davis       916 446 6462
0526 -
052601 - Madeline is not in yet.
052602 -
052603 - Explained to the person who answered what we need, per Frada.
052604 -
052605 - They will try to find Madeline and have her call.
052606 -
052607 -
0527 -
0528 -
0529 - 0842 called Sil Reggiardo       916 441 0131
0530 -
053001 - Asked for Sil or Jim Derringer.
053002 -
053003 - Neither are in the office yet.
053004 -
053005 - Was transferred to Karen, who is Jim Willit's secretary.  Jim also
053006 - does estate work.
053007 -
053008 - Karen said Jim is in a meeting.  She will ask him to call soonest.
053009 -
053010 -
053011 -
053012 -
0531 -
0532 -
0533 - 0850 Jim Willit called back      916 441 0131
0534 -
053401 - He left message while was talking to Kathleen. ref SDS 18 0486
053402 -
053403 -
053404 -
053405 -  ..
053406 - Madeline Davis Will Meet with Family Prior to Surgery at 1400
0535 -
0536 -
0537 - 0853 Madeline Davis called back    916 446 6462
0538 -
053801 - Left message while I was talking to Kathleen. ref SDS 18 0486
053802 -
053803 -
0539 -
0540 -
0541 - 0857 called Madeline Davis back    916 446 6462
0542 -
054201 - Explained background per discussion with Patty last night, ref SDS 17
054202 - 5320, and discussion with Kathleen this morning about preparing joint
054203 - signature accounts, Power of Attorney and a Will, ref SDS 18 0486,
054204 -
054205 - Advised of Bob's request last night that a will and power of attorney
054206 - be prepared. ref SDS 17 5110
054207 -
054208 - I explained the need for counsel to visit Bob in the hospital with his
054209 - wife, Kathleen, and daughter, Patty, to ensure that the will and power
054210 - of attorney are executed in the best interest of the family, so that
054211 - Kathleen can manage finances responsibly in the period ahead.
054212 -
054213 - Madeline said she can take the case.
054214 -
054215 - She will call Kathleen and make arrangements to meet Bob this morning
054216 - at the hospital to get the work done.
054217 -
054218 - She charges $150 per hour.
054219 -
054220 -
054221 -  ..
0543 -
0544 -
0545 - 0942 called Polly McGilary        916 453 1418
0546 -
054601 - Talked to Marve.
054602 -
054603 - Advised we have hired counsel for estate planning, so the tentative
054604 - meeting scheduled yesterday, ref SDS 17 6300, with Polly is not
054605 - necessary.
054606 -
054607 - Asked Marve to thank Polly for the referrals.
054608 -
054609 -
054610 -
054611 -
054612 -
054613 -
054614 -  ..
0547 -
0548 -
0549 - 0951 called Madeline Davis back    916 446 6462
0550 -
055001 - She has talked to Kathleen and is meeting them at the hospital at
055002 - 1100.
055003 -
055004 - Also discussed the medicare issue in the other record. ref SDS 19 4331
055005 -
055006 - Madeline will focus initially on estate planning issues.
055007 -
055008 -
055009 -
055010 -
055011 -  ..
055012 - Meeting with Bob at Hospital Develops Estate Planning
055013 -
0551 -
0552 -
0553 - 1441 called Madeline Davis back    916 446 6462
0554 -
055401 - Madeline visited with the family in Bob's room at Mercy San Juan
055402 - hospital, per planning above. ref SDS 0 4424  She provided counsel on
055403 - accomplishing Bob's wishes to execute a will, per his request
055404 - yesterday. ref SDS 17 5110  Madeline did not visit with Kathleen or
055405 - Patty separately.
055406 -
055407 -   Rita Raley, our cousin, visited the hospital at this time to wish
055408 -   Bob well, and met Madeline. ref SDS 0 5467
055409 -
055410 - Madeline advised, in our discussion this afternoon, that Bob was
055411 - coherent and fully cognizant.  This reflects improvement from the
055412 - report on 991102, ref SDS 16 2528, as a result of treatment at the
055413 - hospital since yesterday.  Madeline noted that Bob decided a general
055414 - power of attorney is not necessary, because he and Kathleen signed a
055415 - document transferring the family retirement account into a joint
055416 - account so that Kathleen can manage family finances during Bob's
055417 - recovery, and assume control in the event he does not recover.
055418 -
055419 - As a result, a power of attorney was not prepared.
055420 - ..
055421 - Madeline observed Bob and Kathleen sign the document.  It was
055422 - faxed to the account manager, Fred.  Madeline will mail the original
055423 - to the firm in Washington state.
055424 -
055425 - A copy of the transmittal should be mailed to Kathleen and Bob.
055426 -
055427 -    [On 991105 Patty reported receiving notice that the joint signature
055428 -    account has been created. ref SDS 21 0961]
055429 - ..
055430 - Madeline prepared a will based on Bob's wishes.  She notarized
055431 - Bob's signature.
055432 -
055433 - Madeline will write a letter to Kathleen and Bob confirming the work
055434 - done today for the family.
055435 -
055436 -     [On 991105 the letter was sent. ref SDS 21 5966]
055437 - ..
055438 - She will call Kathleen this afternoon and leave a message that
055439 - she can meet tomorrow morning at 0900 to review documents on estate
055440 - planning issues.  Madeline is leaving town and rearranged her
055441 - schedule to expedite this meeting, rather than wait until next week,
055442 - when she returns.
055443 -
055444 -     (Below, Kathleen received a message scheduling the meeting
055445 -     tomorrow. ref SDS 0 3127)
055446 -
055447 -     [On 991105 hospital requests family visit with Bob in the morning,
055448 -     so arrangements for meeting are changed. ref SDS 20 9266]
055449 -
055450 - ..
055451 - For elderly law on medicare issue, Madeline suggested calling...
055452 -
055453 -
055454 -                          Trudy Nearn
055455 -                          916 563 7822.
055456 -
055457 -    [Call for Trudy in the other record was not productive; would like
055458 -    Madeline's help facilitating initial contact, so I can visit with
055459 -    Trudy by phone. ref SDS 19 4440]
055460 -
055461 -    [On 991108 hired Peter Bixie. ref SDS 22 7553]
055462 -
055463 - Sent ref DIT 1 0001 linked to this record confirming understandings,
055464 - and the record on 991102. ref SDS 16 2997
055465 -
055466 -
055467 -
055468 -
055469 -
055470 -
055471 -  ..
055472 - Surgery Delayed to 2100; Results Show Cancer Has Spread
055473 -
0555 -
0556 -
0557 - 1532 called Kathleen
0558 -
055801 - Talked to Patty.
055802 -
055803 - Patty said surgery has been delayed again.  They say it will be at
055804 - 1900 now.  Bob is anxious, because he was emotionally set for 1400,
055805 - then 1500.  Kathleen is upset too.  Patty said the surgeon told them
055806 - the delay is caused by scheduling and availability of surgery rooms.
055807 -
055808 - Patty said Madeline was very professional.  Patty felt good about the
055809 - way Madeline handled a difficult situation.
055810 -
055811 - Patty asked my opinion about Madeline's expertise.
055812 -
055813 - I advised that she was recommended another lawyer, but I have no basis
055814 - to form an opinion because I do not know the other lawyer and there is
055815 - no work history with Madeline.  Her willingness to take the initiative
055816 - today is helpful.  Patty's report on Madeline's work is a good sign.
055817 -
055818 - Patty related that at the hospital today, Bob said that if anything
055819 - should happen to Kathleen, he wants Patty to be responsible for
055820 - managing the remaining estate between Patty and Bob's natural
055821 - daughter, Collette.
055822 -
055823 - This will be addressed tomorrow when Kathleen and Patty meet with
055824 - Madeline.
055825 -
055826 -
055827 -
055828 -  ..
0559 -
0560 -
0561 - 1549 received letter from Rita
0562 -
056201 - Received ref DRT 1 0001 from Rita saying she visited Bob and the
056202 - family at the hospital when Madeline was there about 1130 today.
056203 -
056204 -
056205 -  ..
0563 -
0564 -
0565 - 2109 received letter from Rita
0566 -
056601 - Rita sent another letter on a second visit this evening after surgery
056602 - was delayed again.  She left the hospital at about 1900, with
056603 - understanding surgery is set for 2100. ref DRT 2 0001
056604 -
056605 - She says Bob was his usual self -- uncomfortable and impatient with
056606 - waiting.  Wanted "his family with him" and evidently suggested that
056607 - Rita leave. ref DRT 2 0001
056608 -
056609 -
056610 -
056611 -
0567 -
0568 -
0569 - 2115 called Kathleen
0570 -
057001 - She was crying, and said the surgery was delayed again.  Now it is
057002 - supposed to happen at 2130.  The doctors told Patty and her to go home
057003 - because the surgery will take several hours.  They will call this
057004 - evening to report results.  Bob will be in recovery for several hours,
057005 - so the best thing is to visit him tomorrow.
057006 - ..
057007 - They had a message on the answering machine this evening from
057008 - Madeline setting the meeting at 0900 tomorrow.  This reflects planning
057009 - with Madeline above. ref SDS 0 3528
057010 -
057011 - Kathleen is worried about how she can attend the meeting and also
057012 - visit Bob.  She feels they need to be there when he wakes up in the
057013 - morning.  She considered having Patty visit Bob while she goes to the
057014 - meeting with Madeline.
057015 -
057016 - There was discussion, that Bob may not be ready to receive visitors by
057017 - 0900.  They can call the hospital at 0800 and see how he is doing, and
057018 - then decide on scheduling.
057019 -
057020 - If possible Patty should attend the meeting with Madeline and
057021 - Kathleen.  If Bob is up at 0800, they can visit on the phone and say
057022 - they will visit him after 1000, ask if he wants anything, etc.
057023 -
057024 - The meeting with Madeline will likely take at least an hour, so they
057025 - can get to the hospital perhaps by 1030 or 1100.
057026 -
057027 -
057028 -
057029 -  ..
0571 -
0572 -
0573 - 2346 received call from Patty
0574 -
057401 - We have bad news from the surgery.  Patty was very upset.  Surgery
057402 - confirmed pancreatic cancer that is much worse than they expected. It
057403 - has progressed throughout his abdomen, which is why bodily functions
057404 - have ceased the past few weeks, reported on 991025. ref SDS 12 0001
057405 - The surgeon plans to meet with Bob in the morning and explain that
057406 - they estimate he has about 2 months.  They do not feel further
057407 - treatment can help.
057408 -
057409 - The surgeon advised that it is best if she meet with Bob alone
057410 - tomorrow, rather than have family present so Bob can discuss things
057411 - with the doctor privately for awhile and adjust to a difficult
057412 - circumstance.
057413 -
057414 -     [On 991105 surgeon changed this procedure and requested that
057415 -     Kathleen be present. ref SDS 20 8769]
057416 -
057417 -     [Same day surgeon changes procedure again and defers telling Bob
057418 -     about his situation. ref SDS 20 3182]
057419 -
057420 - They will visit Bob in the late morning after the doctor's visit.
057421 -
057422 - Will have to visit with hospital management on arranging to make Bob
057423 - as comfortable as possible.  What level of medication and professional
057424 - care will he need, and how can it be delivered?
057425 -
057426 - Will this be done at home.  Can Kathleen get help?
057427 -
057428 - There may be a counselor who helps families make arrangements.
057429 -
057430 -    [On 991105 shortly after midnight, Patty was called to the hospital
057431 -    to stay with Bob through the night because he removed the IVs due
057432 -    to a bad dream after surgery. ref SDS 20 8769]
057433 -
057434 -    [On 991109 Patty submits alternate treatment method. ref SDS 23
057435 -    0001]
057436 -
057437 -    [On 991110 Doctor Fogelberg encourages families to investigate
057438 -    alternate treatment methods. ref SDS 24 1023]
057439 -
057440 -    [On 991111 Patty plans to discuss carbon blanket treatment with her
057441 -    Dad, to develop case study evidence supporting a theory to cure
057442 -    cancer. ref SDS 25 3196]
057443 -
057444 -
057445 -
057446 -
057447 -
057448 -
057449 -
057450 -
057451 -
057452 -
057453 -
057454 -
057455 -
057456 -
057457 -