CONTACTS 
0204 - James A. Walker Law Offices          530 889 0441 fax 530 889 0284                                                                                                 O-00000729 0201
020401 - Ms. Katie Lynch                                                                                                                                                  O-00000729 0201
020402 - katiel@eldercareresources.com                                                                                                                                    O-00000729 0201

SUBJECTS
Kathleen and Bob
Patti and Pablito
Rita

0605 -    ..
0606 - Summary/Objective
0607 -
060701 - Follow up ref SDS 27 0000, ref SDS 26 0000.
060702 -
060703 -
060704 -
060705 -
0608 -
0609 -
0610 - Discussion
0611 -
061101 -  ..
061102 - Memorial Arrangements for Bob - Thanksgiving, and Saturday
061103 -
061104 - Follow up ref SDS 27 5328, ref SDS 26 5328.
061105 -
0612 -
0613 -
0614 - 1009 received letter from Rita
0615 -
061501 - Rita sent a letter on Kathleen's computer, because it came in under
061502 - Kath's email address. ref DRP 16 0001
061503 -
061504 - Her letter responds to the copy of the notice I sent to family members
061505 - on the memorial for Bob on 991127, which Kath and I discussed
061506 - yesterday. ref SDS 27 2793
061507 -
061508 - She indicates the letter yesterday, ref DIP 17 0001, needs further
061509 - consideration, after Kathleen gathers herself from recent events, and
061510 - deals with immediate details.  Rita suggests "... prior to arranging
061511 - further plans." ref DRP 16 3808
061512 -
061513 - Rita stayed the night with Kath.  She indicates that Kathleen is
061514 - coping well.
061515 -
061516 -
0616 -
0617 -
0618 - 1051 received call from Rita
0619 -
061901 - She and Kathleen have returned from their chores.
061902 -
061903 - They went to the hospital and collected Bob's things.
061904 -
061905 - They added Rita's name and/or provided her a key to the safety
061906 - deposit box at the bank.  This will be reviewed when Patty visits
061907 - during Thanksgiving.
061908 -
061909 - Tomorrow they are visiting the Neptune Society on arrangements for
061910 - Bob.
061911 -
061912 - Rita had a long talk last night with Patty.
061913 -
061914 - Rita has keys to Kathleen's house.
061915 -
061916 - Kathleen's neighbors....
061917 -
061918 -                         Betty and Norm
061919 -                         916 727 9951
061920 -
061921 -    ,..can be contacted in an emergency for Kathleen.
061922 -
061923 - Rita is going home, but will be back later.
061924 -
061925 -
061926 -
061927 -  ..
0620 -
0621 -
0622 - 1932 received call from Kathleen
0623 -
062301 - Kathleen was very pleased with the help Rita is providing, and plans
062302 - to do something special for her.
062303 -
062304 - We reviewed memorial service ideas for Bob in the letter sent
062305 - yesterday. ref DIP 17 0001  I mentioned that Rob has indicated he will
062306 - try to attend on 991127, ref SDS 27 4122, and that Millie and I will
062307 - come.  Rita and Uncle Jim and Aunt Barbara may come, because they
062308 - should be back from Jimmy's where they are visiting on Thanksgiving
062309 - day.
062310 -
062311 -
062312 -
062313 -  ..
062314 - Review the Record for Orientation on Status and Planning
062315 -
062316 - Follow up ref SDS 27 2544, ref SDS 26 2544.
062317 -
062318 - Rita has most everything organized per yesterday. ref SDS 27 7544
062319 -
062320 - Kathleen indicated when she called at 1932 this evening that she has
062321 - not read the letter to her on the meetings for Monday. ref DIP 16 0001
062322 -
062323 - She said the letter was printed, per her letter yesterday, ref DRP 13
062324 - 0001, but she did not read it and Rita took it with her, because she
062325 - is helping to plan things.
062326 -
062327 - Kathleen will read the letter, ref DIP 16 0001, online this evening so
062328 - she can examine any links she needs for background.  She will
062329 - highlight the talking points to cover in the meeting with James on
062330 - 991117, and take the highlighted letter with her to the meeting, per
062331 - suggesion in the last para of the letter. ref DIP 16 1050
062332 -
062333 -
062334 -
062335 -  ..
062336 - James Walker Filing Medical Entitlement Claim, CMISP Letter
062337 -
062338 - Follow up ref SDS 27 3966, ref SDS 26 3966.
062339 -
062340 - Called at 0832 and left message for Katie to follow up on...
062341 -
062342 -     ..
062343 -    CMISP letter has a response date of 991115
062344 -
062345 -    In the message to Katie this morning, I reviewed background on
062346 -    991110 to get the CMISP letter to James Walker's office, per my
062347 -    letter, ref DIP 12 0338, to him on 991110. ref SDS 21 0899
062348 -
062349 -    On 91111 Katie Lynch in James' office requested the CMISP letter
062350 -    and Madeline also called about it. ref SDS 24 2576  Madeline said
062351 -    she would submit the letter to Walker's office via fax. ref DIP 13
062352 -    1260
062353 -
062354 -    Asked Katie to advise if we need to take any action.
062355 -
062356 -
062357 -
062358 -  ..
0624 -
0625 -
0626 - 1132 Katie called back
0627 -
062701 - She received the letter on Bob's passing away, and expressed regret
062702 - and sympathy for Kathleen and the family. ref DIP 17 0001 She was
062703 - suprised because she thought Bob was scheduled to come home.
062704 -
062705 - I explained the whole family was shocked by the sudden turn of events
062706 - on 991113. ref SDS 26 5328
062707 -
062708 - Katie received the copy of the letter to Kathleen on 991112 on
062709 - planning for the meeting with James on 991117. ref DIP 16 0001  She
062710 - has not yet clicked on the link to open the letter.  I explained how
062711 - to do this and to call if she has any questions.
062712 -
062713 - Katie called the CMISP and talked to Arthur Marks, who signed the
062714 - letter to Kathleen, that requests information by 991115.
062715 -
062716 - Katie advised that Arthur indicated to her that payment of medical
062717 - expense by the County can only protect $3K of family assets.
062718 -
062719 - Katie further advised that the 991115 date for submission of
062720 - information to the County is not a critical date.  Recovery under a
062721 - CMISP process can be claimed later.
062722 -
062723 -
0628 -
0629 -
0630 - 1932
0631 -
063101 - When Kathleen called per above, ref SDS 0 4686, she mentioned
063102 - something about paying Walker $15K.
063103 -
063104 - We reviewed the plan in the letter on 991114, not to pay Walker $15K
063105 - initially, but to request on 991117 a list of major tasks and cost for
063106 - work priot to 991201. ref DIP 16 6004
063107 -
063108 - I explained Katie's point above, ref SDS 0 5100, that 991115 is not a
063109 - critical date in the CMISP letter, and that the goal is apply for
063110 - Medical rather than county assistance, so we will likley not take any
063111 - action on the CMISP letter.
063112 -
063113 -
063114 -
063115 - Madeline Davis May Not be Needed Following Meeting with Walker
063116 -
063117 - We discussed that the meeting with Walker on 991117 should result in
063118 - hiring him, and that he can perform both medcial expense work and
063119 - estate planning.  Since these are closely related it is best for
063120 - these issues to be handled together by one person.
063121 -
063122 - After the meeting Walker we will asses what further action is needed
063123 - by Madeline.
063124 -
063125 -
063126 -
063127 - Bob's Brother Dick Visiting Kathleen Tomorrow
063128 -
063129 - Kathleen said that Dick is visiting a friend in Lodi tomorrow and
063130 - indicated he would come by and visit her also.
063131 -
063132 - If Dick needs money, Kathleen will provide up to $1,500 cash as Bob
063133 - has done in the past.  She explain the meeting tomorrow with Walker
063134 - to develop estate planning issues, and that Dick is welcome to attend
063135 - the meeting if he wishes.
063136 -
063137 -
063138 -
063139 -
063140 -
063141 -
063142 -
063143 -