CONTACTS 
0202 - Harris & Brixie Law Office           916 658 1880                                                                                                              O-00000728 0102
020201 - Mr. Peter Brixie, Esq.                                                                                                                                           O-00000728 0102
020202 - bulldog@sna.com                                                                                                                                                  O-00000728 0102

SUBJECTS
Kathleen and Bob
Social Security Disability

0504 -    ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 26 0000, ref SDS 25 0000.
050602 -
050603 - Bob continues to have emotional difficulties at the hospital.  He is
050604 - also calm and focused at other times, and sounded pretty good when I
050605 - called around noon.  Social Security Disability application forms will
050606 - be sent to Kath today. Scheduled meeting with Peter Brixie later in
050607 - the week to help preapre the application. ref SDS 0 7553  A meeting is
050608 - scheduled on 991117 at Social Security to submit Bob's application.
050609 - Need to respond to CMISP letter by 991115 on payment of expenses.
050610 - Hospital reports preliminary costs of $29K.
050611 -
050612 - Sent ref DIT 1 0001 to Peter Brixie linked to this record, per below.
050613 - ref SDS 0 7553
050614 -
050615 -
050616 -
050617 -  ..
0507 -
0508 -
0509 - Discussion
0510 -
051001 -  ..
051002 - Review the Record for Orientation on Status and Planning
051003 -
051004 - Follow up ref SDS 26 2544.
051005 -
051006 - Kathleen called this morning and advised she has reviwed the
051007 - record...
051008 -
051009 -     1.  Kath and Patty working with Bob at hospital. ref SDS 23 0001
051010 -
051011 -     2.  Estate planning with counsel, Patty's meeting. ref SDS 24 0001
051012 -
051013 -     3.  Medicare entitlement research. ref SDS 25 0001
051014 -
051015 -     4.  Work yesterday planning medicare appl. ref SDS 26 0001
051016 -
051017 -
051018 -  ..
051019 - She said they did not have a meeting last Monday.  That was the only
051020 - clarification.
051021 -
051022 - She said her computer is broke.
051023 -
051024 - Need to get it fixed, but don't understand how Kathleen was able to
051025 - review the record, if the computer is broke.
051026 -
051027 -
051028 -
051029 -  ..
051030 - Bob Has Continued Emotional Difficulties, Adjusting Medication
051031 -
051032 - Kathleen said Bob had a very difficult weekend.  He is in and out of
051033 - it.  Patty was crying when she came home yesterday. Similar to 991105
051034 - when Patty was called after mid-night to come stay with Bob,
051035 - ref SDS 23 8769, he again removed the plugs for IVs and other life
051036 - support.  He removed his gown, and was incoherent, having a very
051037 - difficult time.
051038 -
051039 - Kathleen thinks they may be giving him the wrong medicine, or his
051040 - system just can't tolerate morphine well, or something like that.
051041 -
051042 -    [On 991109 further problems, medication changed. ref SDS 31 5328]
051043 -
051044 -  ..
051045 - Bob called home at 0530 this morning and sounded better. (below I
051046 - talked to Bob and he sounds very weak. ref SDS 0 1920)
051047 -
051048 - Bob's brother Dick visitied him at the hospital, per planning on
051049 - 991104, ref SDS 23 0432, and 991105. ref SDS 23 1890
051050 - ..
051051 - Kathleen has received the check for $48K or so, made out to Dick
051052 - and is taking it to a safety deposit box per advice of counsel on
051053 - 991105. ref SDS 24 3698
051054 -
051055 - She explained this procedure to Bob and Dick, per discussion with
051056 - Patty on 991105. ref SDS 23 4292
051057 -
051058 - Bob was visited by a family friend and business acquaintenance, John
051059 - Proctor.  916 989 3587, office 916 988 0760
051060 -
051061 -
051062 -
051063 -  ..
051064 - Medicare - Filing for Retroactive Coverage
051065 -
051066 - Follow up ref SDS 26 4866, ref SDS 25 4866.
051067 -
051068 - We need to develop a medical history for Bob in order to file for
051069 -
051070 -
051071 -            retroactive determination of medicare disability
051072 -
051073 -
051074 - ... under social security.
051075 -
051076 -  ..
051077 - Peter offered to assist in making this filing, and suggested the
051078 - family obtain forms for social security disability. ref SDS 25 3713
051079 -
051080 -    When he helped Kathleen file for disability, did Kath submit forms,
051081 -    or did Peter handle everything?
051082 -
051083 -    Kathleen said Peter Brixie handled filing an appeal after she had
051084 -    been turned down by her application for Social Security Disability.
051085 -
051086 -    He charged $4000 for work over several months, including a hearing
051087 -    before a judge or hearing officer. per question on 991106.
051088 -    ref SDS 26 2205
051089 -
051090 -
051091 -
051092 -  ..
051093 - Assembling Evidence of Disability
051094 -
051095 - Follow up ref SDS 26 2850.
051096 -
051097 - We need the doctor's name and phone number -- email address would be
051098 - perfect, but that might be stressful for the doctor, based on work
051099 - with Kaiser. ref SDS 10 9130
051100 -
051101 -     Karen Fogelburg, MD - Trauma Doctor at Mercy San Juan
051102 -
051103 -       (below called Karen. ref SDS 0 0504)
051104 -
051105 -  ..
051106 - To file for social security disability we need information explained
051107 - on 991106...
051108 -
051109 -          Work history. ref SDS 26 5184
051110 -
051111 -          Medical history. ref SDS 26 1156
051112 -
051113 -  ..
051114 - Kathleen this morning said that the following friends and business
051115 - acquaintenances can be contacted about Bob's history of suffering
051116 - medical problems, per report on 991103, ref SDS 19 4015, over the
051117 - years...
051118 -
051119 -     John Proctor             916 989 3587
051120 -
051121 -     Philip (Flip) Hennig     425 742 0308
051122 -
051123 -
051124 -  ..
051125 - Professional visit Bob at the hospital so we can get a letter on this
051126 - aspect of disability.
051127 -
051128 -     Did Peter Brixie help on evidence gathering for Kathleen when she
051129 -     filed for disability?
051130 -
051131 -     Angela Curiale is a phychologist who supported Kathleen's filing
051132 -
051133 -           916 455 1592
051134 -
051135 -           916 720 7525  cell phone
051136 -
051137 -     Should we have Peter make this arrangement?
051138 -
051139 -        (below called Angela. ref SDS 0 9744)
051140 -
051141 -
051142 -
051143 -  ..
051144 - Research Social Security Disability Filing Procedures
051145 -
051146 - Follow up ref SDS 26 3158, ref SDS 25 3953.
051147 -
051148 - Does Kathleen have the filing that was made on her behalf by Peter
051149 - Brixy, per above. ref SDS 26 2205
051150 -
051151 -     She has it but does not sound like it applies, because it was an
051152 -     appeal.
051153 -
051154 -
051155 - Decided not to call San Francisco Neighborhood Legal Assistance
051156 - Federation
051157 -
051158 -
051159 -
051160 -
051161 -  ..
051162 - Medical Expenses May Reach $60K, Schedule Meeting with Madeline
051163 -
051164 - Follow up ref SDS 27 4866
051165 -
0512 -
0513 -
0514 - 1515 Kathleen called
0515 -
051501 - She has just returned from the hospital.  Her voice is very horse.
051502 -
051503 - He needs to lie down and rest before Bob Welch takes her back to the
051504 - hospital to be with Bob over night.
051505 -
051506 - Evidently the plan is that Bob will pick her up in the morning, then
051507 - he is going to drive up to Reno for the afternoon, and return before
051508 - nightfall, or something like that.
051509 - ..
051510 - Kath says Bob Welch is shaking his head, that he is not going to
051511 - do that afterall.
051512 -
051513 - Kath said her computer is completely broke.  She cannot turn it on.
051514 -
051515 - That explains lack of progress on work and medical history requested
051516 - on 991106 and again yesterday.  She doesn't really know about that
051517 - stuff.
051518 -
051519 -      [On 991111 email system is back on line. ref SDS 35 2544]
051520 -
051521 -  ..
051522 - The hospital gave Kathleen a big computer report on costs todate.  It
051523 - shows $28,334 from 991103 when Bob was admitted.  This does not
051524 - include surgeon cost.  Not sure if that is the only thing not
051525 - included, but, there are still 5 more days to go before Bob is
051526 - released under plan to go home in a week, per understanding on 991105.
051527 - ref SDS 23 5022   This might increase costs $50K plus, including
051528 - hospice care Bob will need.  In fact it could be closer to $60K
051529 -
051530 - Kathleen asked if there is a meeting with Madeline tomorrow?
051531 -
051532 - We reviewed planning for Madeline to call when she returns to the
051533 - office today or tomorrow.
051534 - ..
051535 - Tomorrow Mother, Aunt Barbara, Kathleen and Rita are going to
051536 - lunch at 1130, so need to coordinate around that.
051537 -
051538 -     [In another record left message for Madeline to call on this.
051539 -     ref SDS 30 4293]
051540 -
051541 -     [On 991109 Amy's letter relates dinner with Mother, Bob, Kathleen
051542 -     and Patty this past Saturday. ref SDS 32 0001
051543 -
051544 -     [On 991110 Madeline back in office. ref SDS 34 0001]
051545 -
051546 -     [On 991110 luncheon went well. ref SDS 33 5376]
051547 -
051548 -
051549 -  ..
051550 - She explained having received a letter from the manager for the family
051551 - retirement account which submits a document for Kathleen and Bob to
051552 - sign to finalize the joint tenant account.  On 991105, Patty said they
051553 - received a letter on this. ref SDS 24 0961
051554 -
051555 -  ..
051556 - Kathleen asked if Madeline or Peter Brixie will respond to the letter
051557 - from CMISP, reported yesterday. ref SDS 27 4866
051558 -
051559 -     I mentioned the letter being sent to Peter asking if he can
051560 -     address this matter, per below. ref SDS 0 0429
051561 -
051562 -     I will also ask Madeline if she can address it.
051563 -
051564 -     Kathleen will fax the letter to Madeline's office, so she can
051565 -     review it in the morning, when she returns from traveling.
051566 -
051567 -         [Did this in another record. ref SDS 30 5966]
051568 -
051569 -         [On 991110 Madeline will review the signature card.
051570 -         ref SDS 34 0207]
051571 -
051572 -
051573 -
051574 -  ..
051575 - Social Security Disability Application Being Mailed to Bob
051576 -
051577 - Follow up ref SDS 26 0744, ref SDS 25 0744.
051578 -
051579 - Social security       800 772 1213
051580 -
051581 - Talkled to Melony.
051582 -
051583 - Requested help applying for disability entitlement based on advice by
051584 - Mrs Stevens at the Social Security office on 991105. ref SDS 25 0744
051585 -
051586 - Explained objective to file for...
051587 -
051588 -
051589 -           Retroactive determination of Medicare disability
051590 -
051591 -
051592 - ...per recommendation on 991103 by Legal Center for Elderly and
051593 - Disabled. ref SDS 19 2880
051594 -    ..
051595 - Preliminary basis for claim is developed on 991106. ref SDS 26
051596 - 4672
051597 -
051598 - Gave Bob's SSN, date of birth, per discussion with Patty on 991105.
051599 - ref SDS 25 0988
051600 -
051601 - Melony asked for date of disability?  I advised it was...
051602 -
051603 -
051604 -                      OB 971001
051605 -
051606 -
051607 - ...from information on 991103. ref SDS 19 4015
051608 -
051609 -  ..
051610 - Application forms will be mailed to Bob at home.
051611 -
051612 -    [On 991111 forms were received. ref SDS 35 4866]
051613 -
051614 - Gave Melony Kathleen's address.
051615 -
051616 -  ..
051617 - Scheduled meeting for Kathleen....
051618 -
051619 -                 991117 1330
051620 -
051621 -                 Social Security
051622 -                 Carmichael Office
051623 -                 5839 Manzanita Avenue, Suite 6
051624 -                 Carmichael, CA
051625 -
051626 -
051627 -   (below notified Kathleen. ref SDS 0 0899)
051628 -
051629 -
051630 -
051631 -  ..
051632 - Peter Brixie will File for Social Security Disability
051633 -
051634 - Follow up ref SDS 25 3713.
0517 -
0518 -
0519 - 0853 called Peter Brixie      916 658 1880
0520 -
052001 - Talked to Sonya.
052002 -
052003 -
052004 -                        Harris & Brixie
052005 -                        Peter Brixie
052006 -                        1107 2nd Street #200
052007 -                        Sacramento, CA
052008 -
052009 -
052010 -  ..
052011 - Peter has not come in.
052012 -
052013 - She will tell him Kathleen will have the forms in a few days, and
052014 - then can meet with him.
052015 -
052016 - Advised we have a meeting set for 991117 with SS and so need to get
052017 - the forms prepared by then. ref SDS 0 6784
052018 -
052019 -  ..
0521 -
0522 -
0523 - 1158 called Peter back
0524 -
052401 - Explained we cannot meet today, as Peter suggested last Friday,
052402 - ref SDS 25 3713, because we have not received the Social Security
052403 - forms.
052404 -
052405 - Advised that the forms are being mailed to Kathleen today, so she
052406 - should get them tomorrow or Wednesday. per above. ref SDS 0 0744
052407 -
052408 - Explained meeting schedule at Social Security in Carmichael on
052409 - 991117 1330.
052410 -
052411 - Peter advised that 991117 is not a good day for him to meet with
052412 - Social Security, but he may not have to attend the meeting.
052413 -
052414 -  ..
052415 - He said to call him when the forms come in and we can schedule a
052416 - meeting for him to assist in preparing the application.
052417 -
052418 -    (below Angela Curaele recommends Peter's work. ref SDS 0 2000)
052419 -
052420 -    [On 991111 called Peter forms have been received. ref SDS 35 3920]
052421 -
052422 -  ..
052423 - Peter's email address is...
052424 -
052425 -
052426 -                         bulldog@sna.com
052427 -
052428 -
052429 - ...he has access to the Internet, so we can use web mail.
052430 -
052431 -  ..
052432 - I will send him a letter confirming these understandings with links to
052433 - Bob's medical history.
052434 -
052435 - Submitted ref DIT 1 0001 linked to this record.
052436 -
052437 -     CMISP letter reported on 991107, ref SDS 27 4866, cited in Kath's
052438 -     letter, ref DRP 9 2862,
052439 -
052440 -     Madeline met with Bob and family about will on 991104. ref SDS 21
052441 -     0004
052442 -
052443 -     CMISP - Asked Peter to coordinate with Madeline's office on who
052444 -     should respond. ref DIT 1 3864
052445 -
052446 -        [Voice mail to Madeline on coordinating with Peter about
052447 -        responding to this letter. ref SDS 30 6080]
052448 -     ..
052449 -     Disability entitlement, analysis on 991106. ref SDS 26 4672
052450 -     ..
052451 -     Mention possible two track process, Medical and Medicare.
052452 -     ref DIT 1 5920
052453 -
052454 -        [On 991109 Greg Wilcox indicates Medicare disability
052455 -        entitlement can be claimed. ref SDS 31 5610]
052456 -
052457 -        [On 991110 James Walker recommends filing for Medical.
052458 -        ref SDS 33 3135]
052459 -
052460 -     Cite call to Social Security for disability application forms.
052461 -     ref SDS 0 0744
052462 -
052463 -     Medicare benefits before age 65 required 2 year disability.
052464 -     ref SDS 25 7350
052465 -     ..
052466 -     Cite surgery on 991104, 2 months to live. ref SDS 21 4899
052467 -
052468 -     Link to Madeline's meeting on 991104. ref SDS 21 4424
052469 -
052470 -     Medical infirmities reported on 991103. ref SDS 19 4015
052471 -
052472 -     Cite call to Angela Curaele. ref SDS 0 2000
052473 -
052474 -     Call to Doctor Fogelberg. ref SDS 0 0504
052475 -
052476 -
052477 -
052478 -
052479 -  ..
052480 - Scheduled Meeting with Turdy Nearn's Office
052481 -
052482 - Follow up ref SDS 28 0001, ref SDS 25 2640.
0525 -
0526 -
0527 - 0900 called Trudy Nearn's office             916 563 7822
0528 -
052801 - Talked to Naomi.
052802 -
052803 - Advised of meeting scheduled with Social Social on 991117, and we
052804 - would like to meet today to discuss the case, per Trudy's terms set
052805 - out in the telecon with Naomi on 991105. ref SDS 25 2640
052806 -
052807 - She said Turdy's calendar is full to beyond 991117.
052808 -
052809 -  ..
052810 - Trudy cannot meet today, because her calendar is full.
052811 -
052812 - We considered presenting this matter to Trudy this morning, and if
052813 - there is a opening because of a cancellation, we can procede with the
052814 - meeting.
052815 -
052816 - Naomi will call back on this.
052817 -
052818 -    Naomi never called back, so this initiative is ended.
052819 -
052820 -
052821 -
052822 -  ..
052823 - Notify Kathleen of Social Security Disability Application Date
052824 -
052825 -
052826 -
0529 -
0530 -
0531 - 1215 Called Kathleen
0532 -
053201 - Since Naomi did not call back, assume Trudy cannot meet today.
053202 -
053203 - Talked to Mother.  Kathleen is at the hospital.
053204 -
053205 - I explained we will go ahead and use Peter Brixie, based on
053206 - discussion with Peter just now.
053207 -
053208 -  ..
053209 - Tomorrow or Wednesday, Kathleen will receive a "packet" to file for
053210 - Social Security Disability.
053211 -
053212 - We will take the packet to Peter's office and he will advise on
053213 - preparing the forms.
053214 -
053215 -    [On 991110 James Walker recommends Medical. ref SDS 33 3135]
053216 -
053217 -    [On 991111 forms were received. ref SDS 35 4866]
053218 -
053219 - A meeting is scheduled with Social Security on 991117. ref SDS 0 1107
053220 -
053221 -
053222 -
053223 -  ..
053224 - Advice on Filing for Social Secuirty Disability for Medicare
053225 -
053226 -
0533 -
0534 -
0535 - 0922 called CANHR          800 474 1116
0536 -
053601 - Talked to Michele.
053602 -
053603 - She said to talk to High Cap, which is LCED, which we talked to on
053604 - 991103.
053605 -
053606 - After further review, Michele said their staff will research this
053607 - matter and call back on what support CANNER can offer in making
053608 - application for Social Secuirity Disability.
053609 - ..
053610 - We need list of disabilities that qualify for entitlement.
053611 -
053612 -
053613 -
053614 -  ..
053615 - Professional Opinion on Bob's Entitlement to Disability
053616 -
053617 -
0537 -
0538 -
0539 - 0948 called Angela Curiale     916 455 1592   720 7525 (cell phone)
0540 -
054001 -
054002 - Per discussion with Kathleen above. ref SDS 0 0594
054003 -
054004 - Left message for Angela to call back.
054005 -
054006 -
0541 -
0542 -
0543 - 1156 called Angela back
0544 -   ..
054401 - Left another message on both office and cell phone.
054402 -
054403 -  ..
0545 -
0546 -
0547 - 1351 Angela called back          916 455 1592
0548 -
054801 - Explained we need Angela's help on evaluating potential for Bob to be
054802 - awarded Social Security disability to qualify for medicare, using
054803 - preliminary analysis on 991106. ref SDS 26 4672
054804 -
054805 - Angela wants to examine Bob before rendering an opinion.
054806 -
054807 - We discussed Peter Brixie's support, per above. ref SDS 0 7553
054808 -
054809 - Angela said Peter is very strong in this practice.  She is comfortable
054810 - working with Peter on these kinds of cases, and feels we should follow
054811 - his advice.
054812 -
054813 -
054814 - ..
054815 - per planning above on evidence. ref SDS 0 2850
0549 -
0550 -
0551 - 1012 called Karen Fogleberg, MD        916 537 5000
0552 -
055201 - Hospital receptionist said Nancy's number is...
055202 -
055203 -
055204 -                          916 863 7874
055205 -
055206 -
055207 - Called and talked to Beth.
055208 -
055209 - She said Karen is at the hospital today and doing surgeries.  She
055210 - will be in the office on Wednesday.
055211 -
055212 - Beth will ask Nancy to call today if convenient, and she can call
055213 - collect.
055214 -
055215 -     [On 991109 Karen called back. ref SDS 31 2850]
055216 - ..
055217 - Issues...
055218 -
055219 -      We need to get clearance for some meetings on Bob's medical
055220 -      condition in connection with filing for social secuirty
055221 -      disability.
055222 -
055223 -      Can Bob meet with an attorney about his will?
055224 -
055225 -      Can Doctor Fogelberg provide evidence on the period of Bob's
055226 -      disability due to cancer? as reported on 991107? ref SDS 27 2850
055227 -
055228 -      Can Doctor Fogelberg support description of Bob as more emotional
055229 -      than most, per analysis on 991106. ref SDS 26 5580 and
055230 -      ref SDS 26 2850
055231 -
055232 -
055233 -
055234 -  ..
055235 - Bob Has Strong Spirit, Weak Voice and Medicated
055236 -
055237 - Follow up ref SDS 20 4099.
055238 -
0553 -
0554 -
0555 - 1219 called Bob at hospital         916 537 5000
0556 -
055601 - Bob is in room 5532.
055602 -
055603 - Spoke for about 2 minutes.  He sounds weak and medicated, but his
055604 - spirits are strong given the circumstances.  Bob remarked that he was
055605 - lucky that the cancer had not spread to his kidney, because he might
055606 - not have made it through the opertion.
055607 - ..
055608 - He is aware though that the cancer has spread in a dangerous
055609 - manner.
055610 -
055611 - I told him how proud Patty is of her dad, and that she has been a
055612 - great help to Kathleen the past few days.
055613 -
055614 - Bob said how much he loved Kathy, and wanted to do so many things for
055615 - her.  That he was lucky and fortunate to have her for a friend and
055616 - wife, and that bringing Patty into his life, and seeing her grow into
055617 - such a marvelous person makes his life fulfilled.
055618 -
055619 - I said we are all pulling for him, and looking forward to bringing him
055620 - home very soon.
055621 -
055622 - Kathleen is planning Thanksgiving, and Bob is our "star."
055623 -
055624 -
055625 -
055626 -
055627 -
055628 -
055629 -
055630 -
055631 -
055632 -
055633 -
055634 -
055635 -
055636 -
055637 -
055638 -
055639 -