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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