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 21 0000, ref SDS 19 0000.
040502 -
040503 - Bob had a difficult night after surgery, causing injury to himself.
040504 - Patty was called to the hospital to stay in Bob's room to monitor him.
040505 - Surgeon changed procedure about discussing prognosis with patient.
040506 - Decided that Patty would attend meeting with estate planning counsel,
040507 - because surgeon asked Kathleen to meet with Bob this morning.  Brief
040508 - Patty and Madeline on scope, background and objectives of meeting.
040509 - Planning on notifying family about Bob's prognosis, including Bob's
040510 - brother Dick.  In late afternoon, Bob called and asked for help
040511 - contacting his brother.  Patty explained progress on estate planning
040512 - and filing for medicare disability.  Bob was initially upset, but
040513 - seemed to calm down.  Patty is taking some time off this evening.
040514 - Mother and Bob will arrive OA 1900.  Kathleen is spending the night
040515 - with Bob at the hospital, to avoid further injurious acts, as occurred
040516 - last night.
040517 -
040518 -
040519 -
0406 -
0407 -
0408 - Discussion
0409 -
040901 -  ..
040902 - Bob Coming Home Friday, Emotional Issues Continue, Medication Changed
040903 -
040904 - Follow up ref SDS 21 8769.
040905 -
040906 - Kathleen said that, after surgery last night, Bob had a difficult
040907 - emotional experience resulting in him removing IVs and other treatment
040908 - devices.  The hospital called and asked Patty to come stay with her
040909 - dad through the night to monitor and help him remain calm.
040910 -
040911 -    [On 991108 emotional problems continued. ref SDS 24 5328]
040912 - ..
040913 - The surgeon has asked Kathleen to visit Bob this morning shortly
040914 - after they explain his condition, per planning last night. ref SDS 19
040915 - 4899  That means Kathleen cannot go to the meeting with Madeline at
040916 - 0900.
040917 -
040918 - Kathleen and Patty considered postponing the meeting with counsel to
040919 - later in the day, or next week, so they both can visit Bob this
040920 - morning, and also visit with counsel.
040921 -
040922 - We reviewed understandings that Madeline is leaving town, and has
040923 - rearranged her schedule to do a meeting at 0900.  It is not clear when
040924 - she will be back, although it seems like it will be sometime next
040925 - week. ref SDS 19 3528
040926 -
040927 - Patty suggested that she go to the hospital with Kathleen this morning
040928 - and visit Bob briefly, then she will go to the meeting with Madeline,
040929 - and submit the documents they have on estate planning, while Kathleen
040930 - stays with Bob per request of surgeon.
040931 -
040932 - Patty has the directions to Madeline's office on J street, near
040933 - Highway 5 off ramp.
040934 - ..
040935 - Mother and Bob are driving up to be with Kathleen and Bob,
040936 - should arrive tomorrow.  Below receive confirming letter from Mother.
040937 - ref SDS 0 0003
040938 - ..
040939 - Patty will call Bob's brother Dick to let him know Bob's
040940 - situation, so he can come visit.
040941 -
040942 -     (see further planning below. ref SDS 0 5192)
040943 -
040944 -     [On 991108 Dick visited Bob at the hospital. ref SDS 25 5328]
040945 -
040946 -
040947 -
0410 -
0411 -
041101 -  ..
041102 - Called Counsel Revise Meeting for Family Estate Planning
041103 -
041104 - Follow up ref SDS 21 9044, ref SDS 19 4424
041105 -
0412 -
0413 -
0414 - 0754 called Madeline Davis         916 446 6462
0415 -
041501 - Left message for Madeline about new arrangements for the meeting this
041502 - morning.
041503 -
041504 - Advised of having submitted ref DIP 9 0001 linked to the record
041505 - yesterday, ref SDS 19 0001, to help Madeline prepare for the meeting
041506 - this morning, based on background on 991102. ref SDS 16 2997
041507 -
041508 -
041509 -
041510 -  ..
0416 -
0417 -
0418 - 0809 Madeline called back
0419 -
041901 - Madeline said Internet access to her email is down this morning
041902 - because of new wiring being installed.  She asked me to fax the letter
041903 - to her. ref DIP 9 0001
041904 -
041905 - I explained the correspondence is cross linked and so fax does not
041906 - work well.  (below the letter was faxed. ref SDS 0 0792)
041907 -
041908 - I explained change of plans due Bob's condition and the doctor's
041909 - request that the family be with Bob this morning. ref SDS 21 3988
041910 -
041911 - Madeline has not written the letter to Kathleen and Bob confirming the
041912 - work done today for the family.
041913 -
041914 - She will do this after our call and give the letter to Patty when she
041915 - arrives for the meeting this morning.
041916 -
041917 -     [This was done in another record. ref SDS 22 4400]
041918 - ..
041919 - To help Madeline prepare for the meeting with Patty at 0900, we
041920 - reviewed the record on 991102, ref SDS 16 2528, since Madeline did not
041921 - get this information due to an email breakdown, per above. ref SDS 0
041922 - 4134
041923 -
041924 - ..
041925 - To expedite application for medicare coverage, Madeline will
041926 - call...
041927 -
041928 -
041929 -                          Trudy Nearn
041930 -                          916 563 7822.
041931 -
041932 -
041933 - ...and request that she call me to review scope of services for legal
041934 - support on medicare application, per work yesterday. ref SDS 20 4440
041935 -
041936 -     [In another record Trudy's office responds. ref SDS 23 2640]
041937 -
041938 -
041939 -
041940 -  ..
0420 -
0421 -
0422 - 0908 called Millie
0423 -
042301 - Asked Millie to print the letter and fax to Madeline with attached SDS
042302 - records, per above. ref SDS 0 4134  Millie said this was 10 - 15
042303 - pages.
042304 -
042305 -     [In another record, Madeline received the fax. ref SDS 22 5966]
042306 -
042307 -
042308 -
042309 -  ..
042310 - Planning for Bob to Come Home in a Week
042311 -
042312 -
0424 -
0425 -
0426 - 1226 received call from Kathleen
0427 -
042701 - Kath said the surgeon advised that Bob will stay in the hospital for
042702 - about a week, then he will be released to come home.
042703 -
042704 - She has talked to Rita about arranging for hospice support.
042705 -
042706 - Bob will need medication to deal with the pain, and will be unable to
042707 - eat anything, so he will need an IV.
042708 -
042709 - He will also need help with a colonos....???
042710 -
042711 - We need to try and get support for the religion issue.  Bob is not
042712 - generally not into this sort of thing, but things are a little
042713 - different now.  Maybe the hospice people cover this.
042714 -
042715 -
042716 -
042717 -  ..
042718 - Notifying Family and Friends about Bob's Condition
042719 - Surgeon Does Not Follow Normal Procedure for Disclosure to Patient
042720 -
042721 - Bob was heavily sedated this morning.  He has a morphine supply,
042722 - which he can activate to maintain personal comfort.
042723 -
042724 - The surgeon did not disclose to Bob this morning the prognosis of 2
042725 - months, and suggested to Kathleen separately that Bob is really not
042726 - emotionally able to handle this information, contrary to planning last
042727 - night to follow normal procedure. ref SDS 19 4899
042728 -
042729 - Kathleen asked me to notify the family not mention the 2 month issue
042730 - in speaking with Bob.
042731 -
042732 - Based on the surgeon's break with precedent, the family has to avoid
042733 - causing emotional trauma to Bob, per planning on 991102. ref SDS 16
042734 - 2997
042735 -
042736 -     [On 991112 doctor discussed prognosis with Bob. ref SDS 26 2754]
042737 -
042738 -
042739 -  ..
042740 -
042741 - Bob's brother Dick has called several times and left messages asking
042742 - about Bob's condition.
042743 -
042744 -     [On 991108 Dick visited Bob at the hospital. ref SDS 25 5328]
042745 - ..
042746 - Kathleen requested submission via email of ideas to help guide a
042747 - call to Dick explaining that estate planning counsel has advised
042748 - payments must be deferred until medicare has ruled on Bob's coverage,
042749 - per Patty's meeting this morning. ref SDS 22 1484
042750 -
042751 -
042752 - Here are some talking points for a call to Dick....
042753 -
042754 -
042755 -      1.  Explain surgery late last night, and report that Bob only has
042756 -          two months to live, but that the doctor feels his emotional
042757 -          state prevents disclosing this to Bob. ref SDS 0 3182
042758 -
042759 -          Last night after surgery, the hospital called and Patty had
042760 -          to go to the hospital to be with Bob through the night
042761 -          because he pulled the IVs from his arm. ref SDS 0 8769
042762 -
042763 -          So, if Dick talks to Bob, please don't mention this, and
042764 -          tell his family and friends not to mention it either.
042765 -
042766 -     [On 991108 Dick visited Bob at the hospital. ref SDS 25 5328]
042767 -
042768 -      2.  Kathleen has been with Bob this morning that is why she
042769 -          missed Dick's call. ref SDS 0 9266
042770 -
042771 -          Bob is heavily sedated against pain and to keep him calm.
042772 -
042773 -          He will be in the hospital for about a week.
042774 -
042775 -          Patty and I are going back to the hospital later, and will
042776 -          tell Bob that Dick has been calling.  He will like that.
042777 -
042778 -          Because of medication, Bob may not be able to take calls, but
042779 -          Dick can try...
042780 -
042781 -
042782 -                          916 537 5000
042783 -
042784 -
042785 -          ...he has been in pre-surgery room 5532, but that may
042786 -          change.
042787 -
042788 -
042789 -          Dick can visit Bob in the hospital at...
042790 -
042791 -
042792 -                          Mercy San Juan
042793 -
042794 -
042795 -      3.  Bob asked for a lawyer yesterday to prepare a will before
042796 -          going in to surgery, which he hadn't done.
042797 -
042798 -      4.  The lawyer helped Bob prepare a will, and has advised that
042799 -          the family should not disperse any funds until Bob's
042800 -          application for medicare is processed to pay for hospital
042801 -          bills and medical expenses.
042802 -
042803 -      5.  If Dick asks what about his check???
042804 -
042805 -          The lawyer said to put everything in a safety deposit box,
042806 -          including the check for Dick, until the medicare matter is
042807 -          settled, otherwise we could lose eligibility.
042808 -
042809 -      6.  If Dick asks why?
042810 -
042811 -          Say we really haven't had time yesterday or today to discuss
042812 -          all of the details.  We are supposed to have a meeting next
042813 -          week to find out more.
042814 -
042815 -          Maybe Dick can call the lawyer who is handling this and get
042816 -          more information....
042817 -
042818 -                          Madeline Davis
042819 -                          916 446 6462
042820 -
042821 -      7.  If Dick says he needs some money.
042822 -
042823 -          Say that Bob put some money for household expenses for the
042824 -          next month in the checking account.
042825 -
042826 -          There is not much, but but can send something, or Dick can
042827 -          pick it up if he comes to visit Bob.
042828 -
042829 -
042830 -
0429 -
0430 -
0431 - 1325 called Kathleen
0432 -
043201 - Advised having sent an email with a link to this record. ref SDS 0
043202 - 0900
043203 -
043204 - Kathleen has not received the email, but will print it for talking
043205 - points when she calls Dick.
043206 -
043207 -
043208 -  ..
0433 -
0434 -
0435 - 1455 received letter from Mother and Bob
0436 -
043601 - Received a letter, ref DRT 1 0001, from Mother and Bob confirming they
043602 - are coming up to visit Kathleen, and will arrive this evening, per
043603 - telecon with Kath this morning. ref SDS 0 1081
043604 -
043605 - Mother mentions getting the news on Bob's prognosis from the copy of
043606 - the letter to Madeline, ref DIP 9 0001, which is linked to Patty's
043607 - call last night. ref SDS 19 4899
043608 -
043609 -
043610 -
043611 -
043612 -
0437 -
0438 -
0439 - 1759 received call from Patty
0440 -
044001 - Patty advised that they received the email, but did not recognize
044002 - they had it.
044003 -
044004 - Patty has printed it and highlighted the section with guidance on
044005 - talking to Dick. ref SDS 0 0900
044006 -
044007 -
044008 -
044009 -  ..
044010 - Bob Recovering to Enough to Call his Brother by Phone
044011 - Estate Planning and Medicare Application Discussed with Bob
044012 -
044013 - She called her Dad and explained that the lawyer told them to
044014 - defer distributing the check to his brother, Dick. ref SDS 22 3698
044015 -
044016 - Bob was initially very upset and strongly complained to Patty that the
044017 - family should follow his wishes on paying money to Dick.
044018 -
044019 - This is a good sign that Bob is regaining his strength after the
044020 - operation.
044021 -
044022 - Patty explained the need to file for medicare benefits and that this
044023 - requires deferring immediate distribution of assets, as related by
044024 - Madeline at the meeting this morning. ref SDS 22 3698
044025 -
044026 - Patty said that Bob was calmed by this understanding, and seemed to
044027 - indicate recognition that following advice of counsel is the best
044028 - course.
044029 -
044030 - We reviewed briefly ideas from 991102 on avoiding injurious emotional
044031 - issues in discussions with Bob. ref SDS 16 2997  The surgeon's change
044032 - in normal procedure on notifying patients about their prospects, is an
044033 - example. ref SDS 0 5022
044034 - ..
044035 - Patty advised that in her call to Bob, he complained about not
044036 - being able to get through to his brother on the phone, because Dick
044037 - has a method of disconnecting the phone or suppressing the ring.
044038 -
044039 - He evidently asked Patty to call a number that can page Dick, and
044040 - alert him that Bob wants to talk to him.
044041 -
044042 - Patty feels Kathleen should call Dick based on talking points, above.
044043 - ref SDS 0 0900
044044 -
044045 - She considered calling Dick herself, then apparently Kathleen said she
044046 - planned to review the talking points, and would call Dick.
044047 -
044048 -     [On 991108 Dick visited Bob at the hospital. ref SDS 25 5328]
044049 -
044050 -
044051 -  ..
044052 - Excellent Work on Stressful Issues Requires Time Off
044053 -
044054 - We discussed briefly that this situation is hectic and emotionally
044055 - draining, i.e., stressful for everyone.  Patty and Kathleen both have
044056 - had to work closely together the past few days on difficult problems,
044057 - leading to small annoyances beginning to cause disproportionate
044058 - reactions.
044059 -
044060 - Patty senses this, and so is glad she will have a little time to
044061 - herself this evening to unwind.
044062 -
044063 - Patty and Kathleen are going to the hospital this evening to visit
044064 - Bob.  Patty is leaving Kathleen at the hospital to stay with Bob so
044065 - someone is there to help if the problem he had last night occurs
044066 - again. ref SDS 0 8769
044067 -
044068 - Mother and Bob should be arriving about 1900.  They can get in if
044069 - Patty is not back from the hospital.
044070 - ..
044071 - Patty may call Amy to see a movie or something tonight.
044072 -
044073 - Maybe she can stay at Kathy and Amy's tonight instead of having to
044074 - come home and spend a lot of time explaining events of the past few
044075 - days.
044076 -
044077 -
0441 -
0442 -
0443 - 1828 called Kathy Welch
0444 -
044401 - She has talked to Patty, and hook will up later this evening, possibly
044402 - with Amy if she is free this evening.
044403 -
044404 -     [On 991109 Amy sent a letter saying she was joined the party.
044405 -     ref SDS 25 2730]
044406 -
044407 -
044408 -
044409 -
044410 -
044411 -
044412 -
044413 -