THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
S U M M A R Y
DIARY: November 16, 1999 09:36 AM Tuesday;
Rod Welch
Planning for meetings tomorrow on medcial expense and estate issues.
1...Summary/Objective
2...Memorial Arrangements for Bob - Thanksgiving, and Saturday
3...Review the Record for Orientation on Status and Planning
4...James Walker Filing Medical Entitlement Claim, CMISP Letter
..............
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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
Rita
0504 - ..
0505 - Summary/Objective
0506 -
050601 - Follow up ref SDS 28 0000, ref SDS 27 0000.
050602 -
050603 -
050604 -
050605 -
0507 -
0508 -
0509 - Discussion
0510 -
051001 - ..
051002 - Memorial Arrangements for Bob - Thanksgiving, and Saturday
051003 -
051004 - Follow up ref SDS 28 5328, ref SDS 27 5328.
051005 -
0511 -
0512 -
0513 - 1705 received letter from Rita
0514 -
051401 - Received ref DRT 1 0001 from Rita explaining planning with Kathleen
051402 - on the memorial for Bob on 991127.
051403 -
051404 - Kathleen is arranging with Kathy Welch for a minister to arrive OA
051405 - 1300. ref DRT 1 0001
051406 -
051407 - Rita says the event will be 1200 - 1600. ref DRT 1 0663
051408 -
051409 - Minister will perform a service at 1300. ref DRT 1 2752
051410 -
051411 - Rita explains... she will submit a confirmation of these specific
051412 - times for the memorial to me for follow up notification to everyone
051413 - who received an initial notice about Bob's memorial.
051414 -
051415 - Sounds like she wants me to modify the thing and send it back to them,
051416 - so they can print it and send out notices to those who do use email.
051417 - ref DRT 1 0756
051418 -
051419 - [On 991117 revised letter and resubmitted. ref SDS 29 5328]
051420 -
051421 - Kathleen wants Patty, Paulette and Jennifer to handle the dynamics of
051422 - the set-up for a table. balloons, cake, etc. They will do that for
051423 - BobS. ref DRT 1 3825
051424 -
051425 -
051426 -
051427 -
051428 -
051429 - ..
051430 - Review the Record for Orientation on Status and Planning
051431 -
051432 - Follow up ref SDS 28 2544, ref SDS 27 2544.
051433 -
0515 -
0516 -
0517 - 1107
0518 -
051801 - Kathleen and Rita called from Kathleen's house.
051802 -
051803 - They have visited the Neptune society and made arrangements for Bob.
051804 -
051805 - They will visit the hospital later so Rita can make a visual
051806 - identification of Bob, since this has not been done.
051807 -
051808 - Kathleen and Rita reviewed the letter to Kathleen on 991112.
051809 - ref DIP 16 0001
051810 -
051811 - They have not yet reviewed letter to Walker on 991110, ref DIP 13
051812 - 0001, and the attached SDS record of the discussion on 991110.
051813 - ref SDS 21 3966
051814 -
051815 - They will get this letter and the record and review it now.
051816 -
051817 - Rita asked they have to give Walker a retainer tomorrow.
051818 -
051819 - I explained that should not be necessary.
051820 -
051821 -
051822 - ..
051823 - James Walker Filing Medical Entitlement Claim, CMISP Letter
051824 -
051825 - Follow up ref SDS 28 3966, ref SDS 27 3966.
051826 -
051827 - Talked to Joan at 0936.
051828 -
051829 - She said James has a client, and Katie has a phone call.
051830 -
051831 - Joan will ask either to call back when convenient.
051832 -
051833 -
051834 -
0519 -
0520 -
0521 - 1125 called James back
0522 -
052201 - Joan said James still has a client in his office, and that Katie has
052202 - another call.
052203 -
052204 - Joan will ask one or the other to call before lunch.
052205 -
052206 -
052207 -
0523 -
0524 -
0525 - 1145 Katie called back
0526 -
052601 - Has James reviewed the letter to...
052602 -
052603 - Walker on 991110, ref DIP 13 0001, including tcord of
052604 - our telecon. ref SDS 21 3966
052605 -
052606 - Katie said she has this letter.
052607 -
052608 -
052609 - Kathleen on 991112. ref DIP 16 0001
052610 -
052611 - Katie does not have this letter, so I will resubmit.
052612 -
052613 -
052614 -
052615 -
0527 -
0528 -
0529 - 1210 resubmitted letter
0530 -
053001 - Sent the letter to Kathleen on 991112, ref DIP 16 0001, to Katie with
053002 - copy to James so he can view it online.
053003 -
053004 - Called and Katie confirmed she received the letter.
053005 -
053006 - She advised she was able to click on the link to get the letter dated
053007 - 991112 to Kathleen.
053008 -
053009 - She will reivew, and if they have any questions, she will call.
053010 -
053011 -
053012 -
053013 -
053014 -
053015 -