HomeMy WebLinkAbout02-10-05 (3)
JAMES D. BOGAR
Attorney at Law
One West Main Street
Shiremanstown, PA 17011
Telephone (717) 737-8761
Facsimile (717) 737-2086
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STATEMENT
February 10, 2005
Brenner/Blakey Trusts
Our File No. 3667-1
In Reference To:
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNSYLVANIA
DOCKET NO. 21-2004-087/
IN RE:
JOSEPH D. AND JANE W. BRENNER TRUST
NO. 21-2003-879 V'
JANE W. BRENNERJRUST OWO "B"
NO. 21-2003-881
JANE W. BRENNER lRUST OWO
NO. 21-2003-881
"C"
NANCY B. BLAKELY TRUST
NO. 21-2003-883
STATEMENT FOR PROFESSIONAL SERVICES
RENDERED AND COSTS ADVANCED AS COURT
APPOINTED AUDITOR
Hours
Amount
01/15/04 Review of letters from K.
Brenneman, Esquire and M. Bradshaw,
Esquire; response letter to both
01/30/04 Review of January 21, 2004 Order
and Opinion of Court re disposition
of Preliminary Objections to
Plaintiff's Complaint at No.
03-4125 Civil Term; letter to K.
Brenner/Blakey Trusts
Brenneman, Esquire and M. Bradshaw,
Esquire
08/02/04 Review of file; letter to William
F. Martson, Jr., Esquire
08/19/04 Review of correspondence forwarded
by all parties; tel. call with
Judge Oler; letter to all parties
08/25/04 Review of file; conf. call re
Pre-Audit Hearing Conference with
all attorneys for Objectors and
Respondents
09/30/04 Review and letter to attorneys
10/13/04 Review and letter to attorneys
10/20/04 Review of letter from R. Ridler,
Esquire and response
10/26/04-Review of Briefs, Memorandums and
11/01/04 Exhibits as submitted by and on
behalf of Objectors and Respondents
11/02/04 Auditor's hearing and follow-up
review of notes
11/03/04 Auditor's hearing and follow-up
review of notes
11/04/04 Auditor's hearing and follow-up
review of notes
11/05/04 Auditor's hearing; preparation of
memorandum re summary of notes of
testimony of all witnesses and
exhibits; letter to attorneys for
Objectors and Respondents
01/07/05-Review of Transcript and Exhibits;
01/15/05 research; review of Briefs
submitted; preparation and initial
draft of Auditor's Report and
Hours
Page
2
Amount
Brenner/Blakey Trusts
Recorrunendation Regarding all
Objections Filed and Petition for
Extension of Time Within Which to
File Auditor's Report
01/22/05-Completion of petition for
01/24/05 Extension of Time Within Which to
File Auditor's Report; letter to
Attorneys for Objectors and
Respondents; further preparation
and draft of Auditor's Report and
Recorrunendation Regarding All
Objections Filed
02/07/05-Completion of Auditor's Report and
02/09/05 Recorrunendation Regarding All
Objections Filed, including
Findings of Fact, Discussion,
Conclusions of Law and
Recorrunendation, along with proposed
Orders of Court, Notice of Filing
of Auditor's Report and
Recorrunendation and letter to Glenda
Farner Strasbaugh, Register of
Wills, Cumberland County
For professional services rendered
Costs Advanced :
05/13/04 Register of Wills - Docket Entries
Total costs
Total amount of this bill
BALANCE DUE
Hours
Page
3
Amount
68.50 $11,302.50
1.50
$1.50
$11,304.00
$11,304.00
Brenner/Blakey Trusts
Page
4
Pursuant to the Auditor's Report and Recommendation regarding all
Objections filed, the Auditor's Fee in the amount of $11,302.50, along
with the costs incurred, which costs total $1.50, be paid equally by
Objectors and Respondents. Specifically, the following fees and costs
are to be paid by the Objectors and Respondents within fifteen (15) days
of the filing of this report as follows:
Objectors - One-Half (1/2) of Auditor's Fee and Costs Incurred -
$5,652.00
Respondent - One-Half (1/2) of Auditor's Fee and Costs Incurred -
$5,652.00