HomeMy WebLinkAbout09-02-11IN RE:
ESTATE OF BOYD L. MYERS, SR.,
deceased
IN THE COURT OF COMMON PLEAS
CUMBERLAND COUNTY, PENNS`-'L,VANIA
ORPHANS' COURT DIVISION
NO. 2010-01216
NOTICE OF CLAIM
PURSUANT TO 20 Pa. C.S. ~ 3532
TO THE CLERK OF THE ORPHANS' COURT DIVISION:
Please enter the claim of METTE, EVANS & WOODSIDE, 3401 North Front
Street, Harrisburg, Pennsylvania 17110-0950, in the amount of Six Thousand One Hundred Fifty
Dollars ($6,150.00), plus interest thereon from August 1, 2011, at the rate of twelve percent
(12%) per annum, against the above-entitled estate.
The Claimant, METTE, EVANS & WOODSIDE, hereby asserts a claim against
the Decedent's Estate for legal services and associated expenses incurred in the representation of
the Estate and the personal representative of the Estate, for which payment has not been made.
Said legal fees and expenses were billed by the Claimant on the dates and in the amounts as set
forth on the attached invoices, which are incorporated herein and marked "Exhibit "A."'
Payment is demanded in full. This claim is filed pursuant to the provisions of 20
Pa. C.S.A. §3532.
Written notice of this claim was given to Jutta M. Myers, 5279 SE Horsc;shoe
Point Road, Stuart, Florida 34997-2347, as the personal representative of the Estate; and to
Matthew D. Coble, Esquire, ELLIOTT, GREENLEAF & BALABAN, Governor's Rov/, 27
~~
North Front Street, Harrisburg, Pennsylvania 17101, as the attorney of record for the personal
representative. Such written notice was given on or before August 30, 2011.
Je A. Ernico, Esquire ~----~
Attorney LD. 07981
METTE, EVANS & WOODSIDE
3401 North Front Street
P.O. Box 5950
Harrisburg, PA 1.7110-0950
(717) 232-5000
Dated: September 1, 2011
METTE, EVANS & WCIODSIDE
A PROFESSIONAL CORPORATION
TELEPHONE ATTORNEYS AT LAW Ilts No.
(717)232-5000 23-1985005
3401 NORTH FRONT STREET
FAX P.O. BOX 5950
http:!/ww~w.m ette.co m
(717) 236-1s16 HARRISBURG, PA 17110-0950
Estate of Boyd L. Myers March 3, 2011
c/o Jutta M. Myers Invoice No. 205825
5279 SE Horseshoe Point Road Client No. 15040-0001
Stuart, FL 34997-2347
RE: Estate Administration
FOR PROFESSIONAL SERVICES RENDERED
08/26/10 JAE .2 Office conference with L. Knode
08/26/10 LJK .2 Office conference with J. Ernico re: ancillary probate
08/31/10 LJK .6 Telephone conference with J. Ernico; telephone call to Cumber°land County
Register of Wills re: ancillary probate; email to J. Ernico
09/01/10 JAE .2 Miscellaneous review and telephone conference with Attorney Stewart
09/29/10 JAE .4 Check earlier message; telephone conference Atty Stewart; telephone
conference Mrs. Myers; email to Atty Stewart
09/30/10 JAE .4 Telephone conference for Mr. Stewart and telephone conference Mrs. Myers;
email information to Mr. Stewart
10/08/10 JAE .6 Office conference with L. Knode; telephone conference with Larry Stewart
10/08/10 LJK .5 Telephone call from Attorney Stewart; office conference with J. Ernico;
research allowable deductions for flat tax method for nonresident
inheritance tax return
10/19/10 LJK .2 Telephone call to Register of Wills; telephone call to Attorney Stewart's office
(left message with secretary)
11/15/10 JAE .2 Telephone conference Atty. L. Stewart and telephone conference with L.
Knode
11/15/10 LJK .3 Telephone call from Larry Stewart; office conference with J. Ernico; review
Probate, Estates and Fiduciaries Code re: bond requirement for nonresident
fiduciary
11/16/10 LJK .1 Telephone call to Larry Stewart (left message)
11/17/10 LJK .5 Telephone call from Larry Stewart; email to L. Stewart and Jutta Myers
11/18/10 LJK .2 Emails from/to Jutta Myers; email to Larry Stewart
11/19/10 LJK .1 Emails from/to Jutta Myers
12/06/10 JAE .3 Letter and court documents from Larry Stewart
12/06/10 LJK .5 Oflice conference with J. Ernico; review certified record received from
Estate of Boyd L. Myers
15040-0001
3/3/2011
Page: 2
Attorney Stewart; email to Mrs. Myers re: death certificates
12/07/10 LJK .2 Emails from/to Mrs. Myers
12/08/10 LJK 1.7 Review death certificate and will; research tax assessment for Cumberland
County real estate and calculate estimated fair market value; draft petition
for grant of letters and estate information sheet; email to J. Ernico
12/09/10 JAE .4 Review and revise letter to Register of Wills and office conference with L.
Knode
12/09/10 LJK 2.1 Telephone call to Cumberland County Register of Wills; finalize ancillary
probate documents; correspondence to Register; calculate probate fees; check
request; emails to/from Mrs. Myers
12/10/10 JAE .4 Telephone conference with Register of Wills and office conference with L.
Knode
12/10/10 LJK .5 Emails from/to Mrs. Myers; office conference with J. Ernico; telephone call
from Register of Wills Office
12/15/10 JAE .4 Review and revise documents and email and office conference with L. Knode
and emails
12/15/10 LJK 1.8 Telephone call to Register of Wills Office; research Probate, Estates and
Fiduciaries Code; prepare entry of appearance; prepare affidavit of foreign
fiduciary; correspondence to Register of Wills; email to Mrs. Myers
12/20/10 LJK .7 Review signed afldavit; correspondence to Register of Wills; email to Mrs.
Myers
01/20/11 JAE ,2 Email exchange with L. Knode
01/20/11 LJK .2 Telephone call to Cumberland County Register of Wills Office; emails to/from
J. Ernico re: status
01/24/11 LJK .3 Review grant of letters and date-stamped documents received i'rom Register
of Wills Office; email to J. Ernico; emails from/to J. Fawbush re: deed to
Mechanicsburg real estate
01/29/11 JAE .4 Telephone conference with J. Campbell, Esq. (.2); review file (.2)
02/08/11 JAE 1.8 Telephone conference with H. Campbell; telephone conference with L. Knode
and 2 telephone conferences with Jutta Myers; various emails from Campbell
and purchaser and email exchange with B. McMullan
02/08/11 LJK .2 Office conference with J. Ernico
02/09/11 JAE 1.5 Review Lease for Garage and proposed Asset Purchase Agreement
02/10/11 JAE 1.2 Telephone conference with K. Simpson, emails and telephone call from and
documents from purchaser and telephone conference with H. Campbell and
telephone conference with Jutta Myers; telephone conference with atty
Stewart
02/10/11 KLS .1 Telephone conference with attorney re: question about sale of funeral home
02/11/11 JAE 1.7 Office conference with L. Knode and email D. Campbell and telephone call
for D. Campbell; review and revise Asset Purchase Agreement
Estate of Boyd L. Myers
15040-0001
3/3/2011
Page: 3
02/14/11 JAE .8 Telephone conference with Jutta Myers and telephone conference with L.
Stewart and further review of agreement
02/15/11 JAE .6 Telephone conference with L. Stewart and telephone conference and email to
H. Campbell; review current owner search and email same to Jutta Myers
02/15/11 BAM .2 Review searches
02/16/11 JAE 2.0 Telephone conference with L. Stewart; telephone conference with H.
Campbell; telephone conference with Jutta Myers and telephone conference
with L. Stewart; telephone conference with Kosinkovich
02/17/11 JAE .9 Telephone conference with L. Stewart; telephone conference with Mrs.
Myers; draft email to Mrs. Myers and office conference for review to K.
Simpson
02/19/11 JAE .3 Telephone conference with Mrs. Myers
02/21/11 JAE .6 Telephone conference with L. Stewart; email exchange with Jutta Myers
02/22/11 JAE .3 Email from J. Myers and office conference with K. Simpson
02/23/11 JAE .3 Office conference with K. Simpson and email to Mrs. Myers
02/28/11 JAE .4 Meeting with H. Campbell and telephone conference with L. Stewart
TOTAL HOURS 27.7 TOTAL FEES 4,854.00
DISBURSEMENTS
Title Work
Probate Fees
Telephone
62.00
640.50
2.86
TOTAL DISBURSEMENTS 705.36
Total Amount Due This Invoice 5,559.36
Prior Balance 0.00
0.00
Total Payments 0.00
TOTAL AMOUNT DUE THIS MATTER 5,559.36
Estate of Boyd L. Myers
15040-0001
3/3/2011
Page: 4
NOTE -Invoices not paid within 30 days of their date bear interest thereafter at the rate of 1% per
month or fraction thereof until paid. Please include client number on check.
Please be advised that it is Mette, Evans & Woodside's policy to retain client files for a minimum of
five (5) years following termination of a case. At that time, the file may be destroyed. Our policy is
not to destroy files in ongoing matters, including ongoing corporate representation and estate
planning. Estate planning files are not destroyed until after the client's death. Prior to its
destruction, you may forward a written request for the return of the file, which we will provide you
at no additional cost except for postage or shipping charges, provided that all sums due and owing
the firm are paid in full. Upon closing of the file, the firm will attempt to return to you, at your last
address with our firm, any original documents contained in the file. No other notice will be provided
prior to destruction of the file. If you have any questions about the length of time your file vrill be
retained, please ask the Mette, Evans & Woodside attorney who works with you.
' METTE, EVANS & WQODSIDE
A PROFESSIONAL CORPORATION
TELEPxONE ATTORNEYS AT LAW
(717) 232-5000
3401 NORTH FRONT STREET
FAx P.O. BOX 5950
(717) 236-181s HARRISBURG, PA 17110-0950
Estate of Boyd L. Myers
c/o Jutta M. Myers
5279 SE Horseshoe Point Road
Stuart, FL 34997-2347
RE: Estate Administration
FOR PROFESSIONAL
03/01/11 JAE
03/15/11 JAE
03/16/11 JAE
03/25/11 JAE
TOTAL HOURS
IR.S NO.
23-:985005
http:J/www.m ette.com
April 5, 2011
Invoice No. 206185
Client No. 15040-0001
SERVICES RENDERED
.2 Email exchange with J. Myers
.1 Telephone conference with Bob Walker
•4 Telephone conference with M. Walters and others re: estate
.4 Telephone conference with B. Balaban
1.1 TOTAL FEES
DISBURSEMENTS
Title Work
TOTAL DISBURSEMENTS
Total Amount Due This Invoice
Prior Balance
Total Payments
TOTAL AMOUNT DUE THIS MATTER
247.50
42.00
42.00
289.50
5,559.36
0.00
0,00
5, 848.86
Estate of Boyd L. Myers
15040-0001
4/5/2011
Page: 2
NOTE -Invoices not paid within 30 days of their date bear interest thereafter at the rate of 1% per
month or fraction thereof until paid. Please include client number on check.
Please be advised that it is Mette, Evans & Woodside's policy to retain client files for a minimum of
five (5) years following termination of a case. At that time, the file may be destroyed. Our policy is
not to destroy files in ongoing matters, including ongoing corporate representation and estate
planning. Estate planning files are not destroyed until after the client's death. Prior to its
destruction, you may forward a written request for the return of the file, which we will provide you
at no additional cost except for postage or shipping charges, provided that all sums due and owing
the firm are paid in full. Upon closing of the file, the firm will attempt to return to you, at your last
address with our firm, any original documents contained in the file. No other notice will be provided
prior to destruction of the file. If you have any questions about the length of time your file will be
retained, please ask the Mette, Evans & Woodside attorney who works with you.
METTE, EVANS & WQODSIDE
A PROFESSIONAL CORPORATION
TELEPHONE ATTORNEYS AT LAW IRS NO.
(717)232-5000 23-1985005
3401 NORTH FRONT STREET
FAX P.O. BOX 5950
(717) 236-1816 HARRISBURG, PA 17110-0950 http://ww~w.mette.com
May 11, 2011
Estate of Boyd L, Myers
c/o Jutta M. Myers Invoice No. 206572
5279 SE Horseshoe Point Road Client No. 15040-000:1
Stuart, FL 34997-2347
RE: Estate Administration
FOR PROFESSIONAL SERVICES RENDERED
04/01/11 JAE .3 Telephone conference with Bill Balaban and email from Jutta Myers
TOTAL HOURS .3 TOTAL FEES 67.50
DISBURSEMENTS
Photocopy Charges
TOTAL DISBURSEMENTS
Total Amount Due This Invoice
Prior Balance
Interest on Past Due Invoices
Total Payments
TOTAL AMOUNT DUE THIS MATTER
1.20
1.20
68.70
5, 848.86
55.59
0.00
5,973.15
Estate of Boyd L. Myers
15040-0001
5/11/2011
Page: 2
NOTE -Invoices not paid within 30 days of their date bear interest thereafter at the rate of 1'i'o per
month or fraction thereof until paid. Please include client number on check.
Please be advised that it is Mette, Evans & Woodside's policy to retain client files for a minimum of
five (5) years following termination of a case. At that time, the file may be destroyed. Our policy is
not to destroy files in ongoing matters, including ongoing corporate representation and estate
planning. Estate planning files are not destroyed until after the client's death. Prior to its
destruction, you may forward a written request for the return of the file, which we will provide you
at no additional cost except for postage or shipping charges, provided that all sums due and owing
the firm are paid in full. Upon closing of the file, the firm will attempt to return to you, at your last
address with our firm, any original documents contained in the file. No other notice will be provided
prior to destruction of the file. If you have any questions about the length of time your file will. be
retained, please ask the Mette, Evans & Woodside attorney who works with you.
METTE, EVANS & WpODSIDE
A PROFESSIONAL CORPORATION
TELEPHONE ATTORNEYS AT LAW IRS NO.
(717)232-5000 23-1985005
3401 NORTH FRONT STREET
FAX P.O. BOX 5950
(717) 236-1816 HARRISBURG, PA 17110-0950 http://www.mette.com
Estate of Boyd L. Myers June 7, 2011
c/o Jutta M. Myers Invoice No. 206903
5279 SE Horseshoe Point Road Client No. 15040-0001
Stuart, FL 34997-2347
RE: Estate Administration
Total Amount Due This Invoice 0.00
Prior Balance 5,973.15
Interest on Past Due Invoices 58.49
Total Payments 0.00
TOTAL AMOUNT DUE THIS MATTER 6,031.64
NOTE -Invoices not paid within 30 days of their date bear interest thereafter at the rate of l_% per
month or fraction thereof until paid. Please include client number on check.
Please be advised that it is Mette, Evans & Woodside's policy to retain client files for a minimum of
five (5) years following termination of a case. At that time, the file may be destroyed. Our policy is
not to destroy files in ongoing matters, including ongoing corporate representation and estate
planning. Estate planning files are not destroyed until after the client's death. Prior to its
destruction, you may forward a written request for the return of the file, which we will provide you
at no additional cost except for postage or shipping charges, provided that all sums due and owing
the firm are paid in full. Upon closing of the file, the firm will attempt to return to you, at your last
address with our firm, any original documents contained in the file. No other notice will be provided
prior to destruction of the file. If you have any questions about the length of time your file vrill be
retained, please ask the Mette, Evans & Woodside attorney who works with you.
TELEPHONE
(717)232-5000
FA X
(717)236-1816
Estate of Boyd L. Myers
c/o Jutta M. Myers
5279 SE Horseshoe Point Road
Stuart, FL 34997-2347
RE: Estate Administration
METTE, EVANS & WOODSIDI:
A PROFESSIONAL C02PORATION
ATTORNEYS AT LA W
3401 NORTH FRONT STREET
P.O. BOX 5950
HARRISBURG, PA 17110-0950
IR.SNO.
z3-I~>asoos
hUp:/lwww.mettc.com
July 13, 2011
Invoice No. 207364
Client No. 15040-0001
Interest on Past Due Invoices 59.18
Total Amount Due This Invoice 59.18
Prior Balance 6,031.64
Total Payments 0.00
TOTAL AMOUNT DUE THIS MATTER Ei,090.82
NOTE -Invoices not paid within 30 days of their date bear interest thereafter at the rate of l~~o per
month or fraction thereof until paid. Please include client number on check.
Please be advised that it is Mette, Evans & Woodside's policy to retain client files for a minirriurn of
five (5) years following termination of a case. At that time, the file may be destroyed. Our policy is
not to destroy files in ongoing matters, including ongoing corporate representation and estate
planning. Estate planning files are not destroyed until after the client's death. Prior to its
destruction, you may forward a written request for the return of the file, which we will provide you
at no additional cost except for postage or shipping charges, provided that all sums due and owing
the firm are paid in full. Upon closing of the file, the firm will attempt to return to you, at your
last address with our firm, any original documents contained in the file. No other notice will be
provided prior to destruction of the file. If you have any questions about the length of time your
file will be retained, please ask the Mette, Evans and Woodside attorney who works with you.
M ETTE, EVANS & WOODSIDE
A PROFESSIONAL CORPORATION
TELEPHONE ATTORNEYS AT LA W IR.s No.
(717)232-5000 23-1985005
3401 NORTH FRONT STREET
I~AX P.O. BOX 5950 http://www.rnette.com
(7I7) 236-1816 HARRISBURG, PA 17110-0950
Estate of Boyd L. Myers August 10, 2011
c/o Jutta M. Myers Invoice No. 207791
5279 SE Horseshoe Point Road Client No. 15040-0001
Stuart, FL 34997-2347
RE: Estate Administration
Interest on Past Due Invoices 59.18
Total Amount Due This Invoice 59.18
Prior Balance 6,090.82
Total Payments 0.00
TOTAL AMOUNT DUE THIS MATTER 6,150.00
NOTE -Invoices not paid within 30 days of their date bear interest thereafter at the rate of 1.°lo per
month or fraction thereof until paid. Please include client number on check.
Please be advised that it is Mette, Evans & Woodside's policy to retain client files for a minimum of
five (5) years following termination of a case. At that time, the file may be destroyed. Our policy is
not to destroy files in ongoing matters, including ongoing corporate representation and estate
planning. Estate planning files are not destroyed until after the client's death. Prior to its
destruction, you may forward a written request for the return of the file, which we will provide you
at no additional cost except for postage or shipping charges, provided that all sums due and owing
the firm are paid in full. Upon closing of the file, the firm will attempt to return to you, at your
last address with our firm, any original documents contained in the file. No other notice will be
provided prior to destruction of the file. If you have any questions about the length of time your
file will be retained, please ask the Mette, Evans and Woodside attorney who works with you.
CERTIFICATE OF SERVICE
I certify that I am this day serving a copy of the foregoing Notice of Claim upon
the persons indicated below, by depositing a copy thereof in the United States Mail at
Harrisburg, Pennsylvania, with first-class postage, prepaid, addressed as follows:
Jutta M. Myers, Executrix
Estate of Boyd L. Myers, Sr.
5279 SE Horseshoe Point Road
Stuart, FL 34997-2347
Matthew D. Coble, Esquire
Elliott Greenleaf & Balaban
Governor's Row
27 North Front Street
Harrisburg, PA 17101
METTE, EVANS & WOODSIDE, Claimant
By:
rey A. Ernico, Esquire
Dated: September 1, 2011
542236v1