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Home My WebLink About01-23-13NOTICE OF CLAIM (Filed Pursuant to 20 Pa.C.S. § 3532) COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARLIN L. MARSH, a[k~a MART TN T FRnY MAR~F~ ,DECEASED No. 21-11-68 To the Clerk of the Orphans' Court Division: Enter the claim of Marc Roberts, Esquire, in the (Claimant) amount of $ 9 , 210.8 0 ,against the above entitled Estate. The Decedent, who resided at 340 Oxford Road, South M;rlt~Tatnn Tn~~nchin (Street Address) Cumberland .o ~n ~, (;arrlnPrc died on November ? 7 ~ ?01 O .Written notice of PA 17 3 2 4 (Date of Death) said claim was given to u i r e ( ersonal epresentat~ve or his/her counsel) at 2216 Walnut Stre , Harri chi~rgr PA 1 71 D~ (Address) on January 21, 2013 (Dare) Marc Roberts, Esquire(c~lma r) Marc Roberts, Esquire 34355 (Claimant s Counsel) (Supreme Court LD. No.) 149 East Market t (Address) York, PA 17401 717 843-1639 (Telephone) FormOC-07 rev. /0./3.06 1-~t Mar-ket Sty®et (Street Address) York, PA 17401 (City, State, Zip) c~ ~ ,._- t'Y'3 s - `} :i '~ i t ~^- -.._ ,.. i ___. N _: _, .. ~f` C:J ~ ~' '-~~"+ C ~ "ry Law Office of Marc Roberts 149 East Market Street York, PA 17401 Marlin Marsh Estate Judy Estill, Co-Administrator Susan Kuhn, Co-Administrator January 20, 2013 RE: Legal Services Rendered DATE DESCRIPTION AMOUNT LAWYER Jan-OS-11 open estate file, notes to file regarding reported 19.50 MR transactions in cash prior to opening of estate Jan-09-11 prepare papers for probate meeting 80.00 MR Jan-10-11 travel to Carlisle, meet with heirs, probate will 440.00 MR obtain EIN 19.50 MR order fiduciary bond 39.00 MR Jan-11-11 discuss value of personal property, cash found, 39.00 MR bond request, call to Collens Wagner Jan-12-11 DPW letter 19.50 MR Jan-13-11 call from Judy regarding estate cash, other 19.50 MR questions Jan-30-11 review Calaman appraisal at $80,000 58.50 MR Feb-02-11 notice to clients of potential availability of 20.00 MR inheritance tax discount Feb-08-11 review of information on sales of coins and 19.50 MR collectibles Feb-22-11 call from Judy -status of interfamily offer to 39.00 MR buy home (too low) January 20, 2013 Page 2 Feb-24-11 letter and deed preparation for proposed 95.00 MR transfer of estate property to three heirs as cotenants Feb-27-11 communication from Judy -taxes 19.50 MR Mar-10-11 place estate advertising -Cumberland Law 58.50 MR Journal, The Sentinel Mar-12-11 review contract proposal by Kuhn/Yana for 19.50 MR interfamily purchase Mar-17-11 review, email Baric correspondence and 60.00 MR proposed agreement of sale to Judy Mar-18-11 call from Judy, letter to Baric regarding offer 100.00 MR Mar-29-11 review letter from Baric and forward to Judy 20.00 MR Apr-O1-11 telephone conference with Judy 19.50 MR Apr-OS-11 prepare/file Rule 5.6 Notices and certificate 78.00 MR Apr-12-11 review information received from Judy for 19.50 MR letter to Baric Apr-18-11 letter to Baric 58.50 MR discussion with Judy, letter to Baric 78.00 MR Apr-26-11 letter regarding phone message from Susan 39.00 MR call from Susan, letter to Judy & Susan 58.50 MR May-27-11 review letter from Judy to Susan responding to 19.50 MR personal property questions May-31-11 letter from Judy, letter to co-administrators 58.50 MR letter to Judy & Susan 39.00 MR Jun-13-11 call from Susan, mowing issue, concerns about 39.00 MR personal property, meeting requested Jun-16-11 calls to establish meeting between 20.00 MR co-administrators and regarding mowing concerns January 20, 2013 Jun-17-11 Jun-20-11 Jun-21-11 Jul-07-11 Jul-10-11 Jul-15-11 Jul-18-11 Jul-29-11 Aug-02-11 Aug-03-11 Aug-04-11 Aug-24-11 Aug-26-11 Page 3 email communication between counsel and 58.50 MR co-administrators, memo to staff to set meeting to resolve all issues raised between co-administrators calls/emails -coordinate meeting between 39.00 MR co-administrators email to Susan 19.50 MR call, email to Susan 58.50 MR letter to Atty Baric 19.50 MR letter to Baric -disputes between 19.50 MR co-administrators letter to all interested parties and counsel 58.50 MR call from Judy, letter to Susan -final call for 39.00 MR discussions before petition to remove is entertained letter -follow up on deadlock between 19.50 MR co-administrators meeting with Atty Baric 0.00 MR letter to Judy 39.00 MR review CMA appraisal at $150,000 58.50 MR review estate check register and Judy's 97.50 MR personal accounting for estate funds, letter to Atty Baric, instructions to staff regarding draft inheritance tax return letter to Judy 39.00 MR letter to Baric 58.50 MR preliminary work on draft PA Inheritance tax 195.00 MR return review inheritance tax rough draft, letter to 58.50 MR Atty Baric review email communication from Judy - 19.50 MR responses on personal property questions January 20, 2013 Page 4 Aug-29-11 letter to Baric, cc to co-administrators - 58.50 MR inheritance tax filing deadline, extension request letter to Department of Revenue Sep-06-11 review Bill Shearer comparables, forward to 58.50 MR Judy call from Atty Baric, letter to Judy 39.00 MR Sep-07-11 letter to Baric, cc to co-administrators 39.00 MR Sep-22-11 review letter from Baric proposing auctioneer 78.00 MR Kevin Wickard, call to Kevin, copy to Judy, calls to schedule meeting Sep-23-11 calls -confirm agreement to use Kevin 19.50 MR Weichert as auctioneer Oct-11-11 travel to Carlilse to meet with Atty Baric, 585.00 MR Auctioneer Kevin Wickard, visit to estate property letter to Kevi Wickard 19.50 MR Oct-24-11 call to Atty Baric -has Susan signed 19.50 MR auctioneer's contract? Oct-27-11 prepare for discussion petition to remove 292.50 MR Susan as a representative and for failure to cooperate in sale of real estate; forward to Atty Baric Nov-O1-11 review faxed note from Judy -Susan has now 19.50 MR signed auction contract Nov-07-11 prepare papers for use at public sale 195.00 MR Nov-26-11 representation at public sale 604.50 MR Nov-28-11 letter to Baric regarding auction and related 58.50 MR matters, letter to Susan and Yanas as auction buyers Dec-O1-11 review fax from Atty Baric 19.50 MR Dec-OS-11 review email from Baric, forward to Judy with 19.50 MR suggestion that tax amounts be paid if funds are available Dec-06-11 prepare deed and obtain Judy's signature, 214.50 MR January 20, 2013 Dec-07-11 Dec-09-11 Dec-12-11 Dec-16-11 Dec-21-11 Jan-09-12 Jan-10-12 Mar-08-12 Mar-12-12 May-04-12 Page 5 modifed inheritance tax letter, prepare and revise documents in advance of settlement per Baric request calls and correspondence regarding brief 58.50 MR electrical shut off, threat of Yana/Kuhn to terminate contract draft letter to Baric, settlement preparation (not 78.00 MR sent) review letter from Baric advising that buyers 58.50 MR will not close on purchase, advise Judy; letter to Baric follow up letter to Atty Baric 0.00 MR letters to & from Baric 58.50 MR review 12/9/11 letter mailed by Baric, contact 234.00 MR client, letter in response, update petition to remove Susan as Co-Administrator letter to Baric 39.00 MR letter to Susan and Yanas (appearance of Baric 39.00 MR withdrawn) transmit petition to remove for filing 39.00 MR review letter from new counsel for Susan and 39.00 MR the Yanas, Nathan Wolf, transmit copy to Judy letter to Susan 19.50 MR letters to Yana's counsel and to 40.00 MR co-administrators letter to Judy & Susan; letter to Wolf 20.00 MR letter -scheduling order 20.00 MR letter requesting extension for filing 40.00 MR inheritance tax return calls -Judy, Kutulakis, Judge Peck's chambers 200.00 MR call - rescheduling/continuance 19.50 MR January 20, 2013 Page 6 May-07-12 call - PA Dept of Revenue 19.50 MR May-16-12 letter from and to Kutulakis 40.00 MR May-17-12 response to letter from Kutulakis 117.00 MR May-18-12 call - PA Dept of Revenue 19.50 MR May-19-12 review letter from Kutulakis 58.50 MR May-21-12 call from Judy, finalize letter to Kutulakis, 160.00 MR attempted to call back Dept. of Revenue, draft letter and hold, send copy to Kutulakis for comment prior to mailing letter to Kutulakis 19.50 MR May-22-12 review and respone to Kutulakis' letter ].20.00 MR regarding conflict of interest letter to Atty Kutulakis 117.00 MR staff time to review, organize and copy file 150.00 MR documents May-24-12 transmit copies of correspondence to Kutulakis 20.00 MR as requested May-29-12 review letter from Kutulakis 80.00 MR May-30-12 copy Kutulakis letter to Judy 19.50 MR Jun-04-12 review petition filed by Kutulakis to remove 120.00 MR Judy as co-administrator, review with Judy Jun-OS-12 letter to PA Dept of Revenue 78.00 MR Jun-07-12 meeting with Judy and Brenda, letter to 200.00 MR Kutulakis Jun-08-12 discussions with Judy, letter to Kutulakis 78.00 MR Jun-21-12 review of various petitions and motions filed 234.00 MR by Kutulakis Jun-22-12 meeting with Judy & Brenda 120.00 MR email to Clyde Vedder 40.00 MR January 20, 2013 Jul-03-12 file review -preparation for further discovery deliver to Kutulakis and delivery of materials to Vetter Jul-OS-12 call from Anastasia DiBartolomeo of PA Dept of Revenue Enforcement; letter to interested parties Jul-06-12 communications and letter to Court and counsel Jul-10-12 prepare/file Answer to Petiton to remove counsel Jul-16-12 review letter from Kutulakis, instructions to staff Jul-23-12 letter and praecipe to withdraw appearance staff time to review and generate additional copies -file correspondence Jul-25-12 transmittal of additional copies to Kutulakis Aug-03-12 review court order, schedule hearing Oct-12-12 calls regarding appearance of parties/witnesses at hearing (settled) Oct-30-12 letter to estate parties/counsel -escrowed deposit Nov-OS-12 Rule 6.12 Status Report Total Fees COSTS ADVANCED Jan-10-11 probate fees Mar-10-11 probate fees estate advertising Apr-16-11 estate advertising -newspaper Dec-06-11 notary -deed Dec-15-11 filing fee May-22-12 photocopies made forAtty Kutulakis Jul-07-12 photocopies made for Vetter Jul-23-12 photocopies additional photocopies for Kutulakis Page 7 100.00 MR 80.00 MR 80.00 100.00 40.00 20.00 50.00 20.00 20.00 78.00 40.00 20.00 MR MR MR MR MR MR MR MR MR MR $8,410.50 305.50 4.00 75.00 166.30 5.00 15.00 17.00 124.25 88.25 January 20, 2013 Jan-20-13 filing fee -proof of claim 10.00 Totals Total Fee & Costs Advanced CREDITS Page 8 $810.30 $9,220.80 Balance Now Due $9,220.80