HomeMy WebLinkAbout03-17-14 John B. Zonarich, Esquire
Email: jbz @skarlatoszonarich.com —°
Identification No. 79989 W o x Tom'
Elizabeth B. Place, Esquire ,_-? C"=Co
Email: ebp @skarlatoszonarich.com _ t
Identification No. 44682
Skarlatos Zonarich LLC o ?
c
Skarlatos & Zonarich Building
17 South Second Street, 6`h Floor
Harrisburg, Pennsylvania 17101
Telephone (717) 233 — 1000
Attorneys for Petitioner, Gloria J. Banks, Guardian of
Inez H. Davis, an Incapacitated Person
COURT OF COMMON PLEAS
ESTATE OF INEZ H. DAVIS, CUMBERLAND COUNTY,
An Incapacitated Person. PENNSYLVANIA
ORPHANS' COURT DIVISION
O.C. NO. 21-07-0200
SUPPLEMENTAL PETITION FOR ALLOWANCE OF
DISTRIBUTION OF PRINCIPAL OF AN INCAPACITATED PERSON
TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
The Petition of Inez H. Davis, an Incapacitated Person, by her daughter and guardian,
Gloria J. Banks, by and through her counsel, SkarlatosZonarich LLC, respectfully requests:
1. Petitioner is Gloria J. Banks, an adult individual who resides at 5776 Catherine
St., Harrisburg, PA 17112; Petitioner is the daughter and the plenary guardian of the estate and
person of her mother, Inez H. Davis, the Incapacitated Person.
I. BACKGROUND
2. By Petitions filed January 15, 2013, and April 30, 2013, Petitioner sought
allowance for the distribution of principal of the Incapacitated Person.
3. On May 10, 2013, this Court entered an Order approving certain distributions of
principal, which distributions have been made through the efforts of Petitioner with assistance of
undersigned counsel.
II. Legal Fees
4. Petitioner seeks permission to invade principal to pay for legal fees and costs in
the amount of $4,725 for services rendered on the Incapacitated Person's behalf subsequent to
those submitted with the April 30, 2013 Petition for Distribution. Invoices for services, redacted
as necessary for confidentiality, are attached as Exhibits "A", "B", "C" and "D".
5. Total fees on the attached invoices show charges in the amount of$7,494.81; the
amount Petitioner seeks reflects a reduction for charges relating to the establishment of special
needs trusts for Petitioner and two other beneficiaries, Carolyn Henderson and Elsie Baker, as
well as a reduction in fees due to the modest size of the Incapacitated Person's estate.
6. Petitioner's consent is attached hereto as Exhibit"E".
WHEREFORE, Petitioner respectfully requests this Court authorize Petitioner to
distribute the Incapacitated Person's principal as described herein pursuant to the attached
proposed Order.
Respectfully submitted,
SKARLATOSZONA/RICH LLC
Dated: March/y, 2014 By: o&J<jvc �
Jo . Zonarich, Esquire
Ide tification No. 79989
Elizabeth B. Place
Identification No. 44682
17 South Second Street, 6`h Floor
Harrisburg, Pennsylvania 17101
Telephone (717) 233 — 1000
Facsimile: (717) 233 —6740
Email.jbz@skarlatoszonarich.com
ebp@skarlatoszonarich.com
Attorneys for Petitioner
VERIFICATION
I, Gloria J. Banks, am the Petitioner in this action and hereby verify that the statements
made in the foregoing PETITION FOR ALLOWANCE OF DISTRIBUTION OF
PRINCIPAL are true and correct to the best of my knowledge, information and belief.
I understand that the statements in said Petition are made subject to the penalties of 18
Pa.C.S.A. §4904 relating to unsworn falsification to authorities.
Dated: 7 ALI
Gloria J. Ban titioner
EXHIBIT A
SkarlatosZonarich LLC
17 S Second St, 6th Floor
Harrisburg Pennsylvania 17101
Telephone (717) 233-1000
Fax (717)233-6740
INVOICE SUMMARY
Inez Davis August 1, 2013
c/o Gloria Banks File#: DAVIIN1202
5776 Catherine Street Inv #: 60425
Harrisburg,PA 17112
Attention:
RE: Elder Law
TOTAL PROFESSIONAL FEES $5,077.50
TOTAL EXPENSES MADE TO YOUR ACCOUNT $67.63
TAXES $0.00
PAYMENTS AND CREDITS $0.00
TOTAL BILL AMOUNT FOR INVOICE 4 60425 $5,145.13
PREVIOUS BALANCE $0.00
INTEREST ON OVERDUE BALANCE $0.00
PLEASE PAY THIS AMOUNT (Please see attached invoice detail) $5,145.13
----------------
A 1 1/12%PER MONTH REBILLING CHARGE WHICH IS AN ANNUAL RATE OF IS%WILL BE APPLIED AFTER 30 DAYS. FEDERAL I .425 1939294
PLEASE INDICATE YOUR INVOICE NUMBER ON YOUR REMITTANCE
DA V I IN 1202
60425
2
INVOICE DETAIL
Inez Davis
c/o Gloria Banks
5776 Catherine Street
Harrisburg, PA 17112
Attention:
RE: Elder Law
DATE DESCRIPTION HOURS RATE AMOUNT
Apr-25-13 EBP Telephone call and email to Gloria Davis; 0.40 $275.00 $110.00
telephone call and review of materials from
Greg Seitz
Apr-26-13 EBP Email exchange with Gloria Banks 0.30 $275.00 $82.50
EBP NO CHARGE --Telephone call with Mobility 3.70 $275.00 $0.00
Services;email exchanges with John Hinkey;
research PennDOT regulations; research of
PennDot Bulletins; extended telephone
conference with AAA regarding guardianship
title to car
Apr-27-13 EBP Research regarding department of 1.00 $275.00 $275.00
transportation regulations; revisions of
documents;emailing of same to Gloria
Apr-28-13 EBP NO CHARGE --Email and tm to Gloria 0.20 $275.00 $0.00
regarding review of documents for filing
Apr-29-13 EBP NO CHARGE --VM to Gloria regarding 0.20 $275.00 $0.00
review and filing of documents
Apr-30-13 EBP Email exchanges with Gloria regarding 1.00 $275.00 $275.00
petition/order;meeting with Gloria and
reviewing same
BWM File petition in Cumberland County 0.40 $137.50 $55.00
JKD NO CHARGE --Telelphone conversation 2.40 $125.00 $0.00
with Wanda from Register of Wills regarding
filing fee;request a check from Susan for filing
fee;correspondence to family members and
Addie Abelson regarding copies of
supplemental petition; pull exhibit tabs; scan
and save to file
May-02-13 EBP NO CHARGE --Meeting with Dave Shatto 0.20 $275.00 $0.00
regarding taxes;instructions to Toya;email to
Gloria regarding status of taxes 2008-2012
DBS NO CHARGE --Prepare Power of Attorney 0.70 $225.00 $0.00
DAVIIN1202
60425
3
form;meeting with Elizabeth Place on tax
matters; review forms.
JKD NO CHARGE --Correspondence to Gloria 0.40 $125.00 $0.00
Banks with attachment regarding Form 2848
Power of Attorney
May-07-13 JBZ Office conference with EBP regarding options 0.20 $325.00 $65.00
for addressing the consent of the Department
of Public Welfare to the Amended Petition
EBP Review of DPW correspondence regarding 0.50 $275.00 $137.50
Supp Petition;preparation of praeipe and
correspondence to J.Peck;conference with
JBZ;email to Gloria
EBP NO CHARGE --Email exchange with Gloria 0.20 $275.00 $0.00
regarding DPW correspondence; instruction to
staff
JKD Receive instructions from Elizabeth B.Place, 1.40 $125.00 $175.00
Esq.fax correspondence to Judge Peck
regarding DPW no objetions;file Praecipe with
Cumberland county Orphaans'Court regarding
DPW having no objections;serve copy of
Praecipe to family members and DPW
Counsel;email Gloria Banks letter to Judge
Peck;scan and save documents to file
May-13-13 EBP Review of signed Order;tin and vm to Gloria 0.20 $275.00 $55.00
May-14-13 JBZ NO CHARGE-Office conference with EBP 0.20 $325.00 $0.00
regarding update
EBP Telephone calls with Gloria regarding 1.40 $275.00 $385.00
distribution of principal per Order; multiple
email exchanges regarding same;conference
with Susan regarding ordered checks for Gloria
May-15-13 EBP Instructions to Toya regarding procedure for 0.20 $275.00 $55.00
distributions
JKD Meeting with Elizabeth B. Place,Esq.to 0.80 $125.00 $100.00
discuss file:correspondence to Michael Davis
via certified mail regarding reimbursement of
medical records per Order;request check from
Susan;prepare certified mail;correspondence
to Rhoads and Sinon regarding payment for
legal services for Inez Davis;request check
from Susan; scan and save correspondences to
file
May-16-13 EBP Attention to payment of hearing aid bill; 0.40 $137.50 $55.00
telephone call with Beltone;correspondence
to same;request check from Susan(billed at
paralegal rate)
ELF NO CHARGE --Prepare letter for mail; 0.20 $125.00 $0.00
May-17-13 EBP Telephone call with Gloria;correspondence to 0.40 $137.50 $55.00
DA V IIN 1202
60425
4
Beltone,attention to distributions(paralegal
rate)
May-20-13 EBP Two Telephone calls with Gloria regarding 0.60 $137.50 $82.50
cateract surgery etc;telephone call with CME
regarding ordering wheelchair(paralegal rate);
instruction to Toya(paralegal rate)
May-21-13 EBP 2 telephone call with Greg Seitz;email 1.00 $137.50 $137.50
exchange with Greg Seitz;email exchange with
Gloria regarding distribution for funeral
expenses,etc
JKD Receive instructions from Elizabeth B.Place, 0.60 $125.00 $75.00
Esq.; request check for cushion wheelchair;
cover letter to Central Medical Equipment
May-22-13 EBP Telephone call with Gloria regarding funeral 0.40 $137.50 $55.00
marker and plot; call to CAD;email exchange
with list sery collegues regarding cost of
marker;instructions regarding wiring money
for car and warranty;email to Greg Seitz
regarding same(paralegal rate)
JKD Receive instructions from Elizabeth B.Place, 0.40 $125.00 $50.00
Esq.per email;request check for funeral trust;
cover letter to Raymond Marsico regarding
Irrevocable Trust fbo Inez Davis;scan and save
to file; scan correspondence to Beltone
Hearing Center to file
May-23-13 JBZ Approve and submit wire transfer for 0.20 $325.00 $65.00
handicapped accessbile vehicle; emails
to/from SJO and EBP regarding same
EBP Telephone call with Marilyn Rodriguez,CAD, 0.20 $275.00 $55.00
regarding grave marker
May-24-13 EBP Telephone call with Gloria regarding grave 0.20 $275.00 $55.00
marker etc;telephone call with Secured
Futures regarding pooled trust;telephone
message to Sue Ann Schaedig regarding
establishing trusts
EBP NO CHARGE --Extended email to Gloria and 1.00 $275.00 $0.00
attention to distribution
EBP NO CHARGE --Return message to Gary 0.20 $275.00 $0.00
Banks
JKD Request checks from Susan for lift chair, 0.60 $125.00 $75.00
BIOSTEP and reimbursement for Gloria Banks
May-28-13 EBP Email to Gloria regarding funeral/burial; 0.50 $137.50 $68.75
telephone call with Gary Banks regarding
distributions(paralegal rate)
May-31-13 EBP 2 telephone call with Greg Seitz;2 telephone 1.80 $137.50 $247.50
calls with Gary Banks;telephone call with
Carolyn Henderson;meeting with Gary and
Gloria;email to Greg Seitz;telephone call
with Elsie Baker
DA VIIN 1202
60425
Jun-03-13 EBP email exchange with Greg Seitz;telephone call 0.20 $137.50 5 $27.50
with Gary Banks
Jun-04-13 EBP Email exchanges regarding van etc with Gloria; 0.30 $137.50 $41.25
email to Greg Seitz
TMR NO CHARGE --prepare enclosure letter to 0.20 $125.00 $0.00
client;make copy of check and letter for
correspondence subfile;print postage;
Jun-05-13 EBP Email to Greg regarding wiring money;emails 0.80 $137.50 $110.00
to and from Gloria;telephone call with
Dauphin CAO; instructions to Toya
Jun-07-13 EBP Email exhanges with Client and conferences 0.50 $137.50 $68.75
with Toya regarding payment of bills(car
deposit;Golden Living;refrig;funeral amount)
JKD Receive instructions per email from Elizabeth 0.60 $125.00 $75.00
,B.Place,Esq.;request checks;hand deliver
checks to Gary at our office
Jun-11-13 EBP Review of invoices from Gloria;preparation of 0.50 $275.00 $137.50
invoice correspondence regarding tax
preparation; attention to excess requested
funds;email to Gloria regarding taxes;email to
Gloria regarding excess requested funds
JKD Mail correspondence to Gloria Banks 0.20 $125.00 $25.00
regarding Tax Preparation
Jun-12-13 EBP Email to Gloria regarding misc medical costs 0.20 $275.00 $55.00
and compliance with Court order
Jun-13-13 JBZ Office conference with EBP regarding 0.20 $325.00 $65.00
discussion of new purchaae price of vehicle
and its effect on DPW,the client and the
disabled beneficiaries
EBP Telephone call with Wes Cosgriff,Secured 0.30 $275.00 $82.50
Futures, regarding establishment of trust
EBP Telephone call with Gloria regarding-vehicle 0.30 $275.00 $82.50
purchase;MA review,medical supplies
Jun-14-13 EBP no charge -- Attention to re-wired money 0.20 $137.50 $0.00
Jun-]7-13 JBZ NO CHARGE-Review emails to/from from 0.20 $325.00 $0.00
EBP and SJO regarding Metro Account
Jun-18-13 JBZ Office conference with EBP regarding bank 0.20 $325.00 $65.00
account notice of change and other issues
EBP Attention to Metro change of address;email to 0.30 $137.50 $41.25
Gloria regarding mountainside invoice;cost of
tax/transfer of van
EBP NO CHARGE --Review of SZ invoice/trust 0.30 $0.00 $0.00
accounting
JKD Mail correspondence with enclosures 0.40 $125.00 $50.00
.. ......_.._.
DAVIIN1202
60425
6
regarding Special Needs Trust to family
members;scan and save to file
Jun-19-13 JKD Telephone conversation with Greg from Total 0.60 $125.00 $75.00
Mobility regarding refund;email to Greg
Jun-20-13 EBP Emails to/from Gloria regarding van, insurance, 0.30 $275.00 $82.50
etc
JKD Telephone conversation with Gary Banks 0.40 $125.00 $50.00
regarding check request for van insurance;
request check for Rolls Van; correspondence to
Gloria regarding check;scan and save to file
Jun-24-13 EBP Email to Gloria regarding car,insurance,tabs, 0.30 $275.00 $82.50
tax,wheel chair service plan,misc supplies
JKD Telephone conversation with Gloria Banks 0.60 $125.00 $75.00
regarding changes to check amounts;
Jul-01-13 EBP Email to clients regarding remaining issues 0.30 $137.50 $41.25
Jul-02-13 JKD NO CHARGE --Telephone conversation with 0.20 $125.00 $0.00
Elsie regarding return from EBP
Jul-03-13 EBP Email to Gloria;telephone call with Carolyn 0.40 $137.50 $55.00
Henderson;telephone message to Elsie Baker;
instructions to Toya;Telephone call with
Gloria and Jeff at RollX; instruction to Susan
JKD Receive instructions from Elizabeth B.Place, 1.60 $125.00 $200.00
Esq.regarding checks;request checks;
telephone conversation with Elizabeth B.
Place,Esq.;telephone conversation with
Gloria Banks regarding remaining checks to
request;correspondence to Gloria regarding
checks; correspondence to Mountainside
Medical Equipment regarding medical
supplies; scan and save documents to file;
Jul-10-13 JKD Telephone conversation wtih Gloria Banks 0.60 $125.00 $75.00
regarding remaing items from Order;email to
Elizabeth B.Place,Esq.regarding telephone
conversation with Gloria;telephone
conversation with Elsie Baker regarding social
securi
Jul-16-13 EBP Email to Gloria regarding dentures,electronic 0.50 $137.50 $68.75
devises etc;telephone call with Gloria
regarding trusts,car insurance, etc
Jul-17-13 EBP Instructions and calculations regarding MA 0.20 $137.50 $27.50
Setaside amounts
JKD Receive instructions from Elizabeth B.Place, 0.60 $125.00 $75.00
Esq.via email;request check from susan;
correspondence to Gloria regarding payment to
Inez Davis;correspondence to CME regarding
warranty on wheelchair;make copies; scan and
save to file
DA V IIN 1202
60425
7
Jul-19-13 EBP Email exchange with S.Dales,Golden State 0.20 $275.00 $55.00
Pooled Trust
EBP Telephone call with Gloria regarding 0.20 $275.00 $55.00
dispersements to pooled trust
Jul-22-13 JKD Receive instructions from Elizabeth B.Place, 0.40 $125.00 $50.00
Esq.;request check;correspondence to Gloria
Banks regarding reimbursement for assisted
readiing device;scan and save to file
Jul-23-13 JBZ Office conference with EBP 0.40 $325.00 $130.00
EBP NO CHARGE --Attention to prebill; 1.00 $275.00 $0.00
conference with JBZ;email to Gloria
Jul-25-13 EBP NO CHARGE --Follow-up email to Gloria 0.10 $275.00 $0.00
regarding response to my email
Jul-26-13 EBP Telephone call with Carolyn regarding funding 0.30 $275.00 $82.50
trusts;email to Stephen Dale
JKD Telephone conversation with Carolyn 0.20 $125.00 $25.00
regarding pooled trust
Professional Fees
$5,077.50
EXPENSES:
Postage $52.63
Apr 30/13 Cumberland County Register of Wills
filing fee for Supplemental Petiton Okd) $15.00
Total Expenses $67.63
Total Taxes Charged $0.00
Total due this invoice $5,145.13
Previous Balance $1,445.00
Payments received on previous balance $1,445.00
Interest due on overdue balance $0.00
Please Pay This Amount $5,145.13
T T 17 S. 2nd Street,Floor 6
Harrisbur ,S arlatos '"� a L A 171
. L,C Telephone(717) 233-1 0009
Sound Advice. Smarter Decisions. Fax(717)233-6740
www.skarlatoszonarich.com
PRIVILEGED AND CONFIDENTIAL
INVOICE SUMMARY
Inez Davis September 24, 2013
c/o Gloria Banks File#: DAVIIN1202
5776 Catherine Street Inv #: 60754
Harrisburg,PA 17112
RE: Elder Law
TOTAL PROFESSIONAL FEES $1,582.50
TOTAL EXPENSES MADE TO YOUR ACCOUNT $1.58
TAXES $0.00
PAYMENTS AND CREDITS $0.00
TOTAL BILL AMOUNT FOR INVOICE# 60754 $1,584.08
PREVIOUS BALANCE $5,145.13
INTEREST ON OVERDUE BALANCE $0.00
PLEASE PAY THIS AMOUNT (Please also see attached invoice detail) $6,729.21
A 1 1/12%PER MONTH REBILLING CHARGE WHICH IS AN ANNUAL RATE OF 18%WILL BE APPLIED AFTER 30 DAYS.
Please send remittance to: SkarlatosZonarich LLC
17 S. 2nd Street, Floor 6
Harrisburg, PA 17101-2039
PLEASE INDICATE YOUR INVOICE NUMBER ON YOUR REMITTANCE
Law Firm Tax Identification No: 25-1839294
PRIVILEGED AND CONFIDENTIAL Invoice: 60754
Page: 2
INVOICE DETAIL
Inez Davis
c/o Gloria Banks
5776 Catherine Street
Harrisburg, PA 17112
RE: Elder Law
DATE DESCRIPTION HOURS
Jul-29-13 EBP Email exchanges with Gloria regarding funding of trusts 0.40
Jul-31-13 JKD Request check for reimbursement to Gloria Banks for Liberty Mutual Insurance for 0.50
van for Inez Davis per Order; correspondence to Gloria Banks regarding
reimbursement; scan and save to file;make a copy of check for client;telephone
conversation with Gloria regarding entails
Aug-01-13 EBP Telephone call with Gloria regarding funding of trust,legal fees and pendancies 0.40
Aug-05-13 JBZ NO CHARGE-Office conference with EBP regarding update 0.20
EBP Telephone call with Gloria regarding instructions for funding trust 0.30
Aug-09-13 JBZ NO CHARGE-Office conference with EBP 0.20
EBP Emails to Gloria regarding MA renewal application 0.40
Aug-13-13 EBP NO CHARGE --Call from and return message to Gloria 0.10
EBP Telephone conversation with Gloria regarding MA application documents needed; 0.40
information for dispersing funds to pooled trusts
Aug-14-13 JBZ NO CHARGE-Office conference with Elizabeth B.Place, Esq.regarding status of 0.40
trusts and compliance with Order
EBP Numerous emails with documentation attached to Gloria for preparation of MA 0.20
application
EBP Telephone conference with Gloria Banks and Lisa Dorgan regarding pooled trust; 0.60
telephone conference with Gloria Banks regarding pooled trust
Aug-15-13 JKD Request checks from Susan for Special Needs pooled Trusts;correspondence to Lisa 0.50
Dougan and Shelley Sunrei;preparation of mailing of checks; scan and save
correspondnece to file
EBP Emails from Gloria;call to Golden State Pooled Trust;re-sending Petition and Order 1.20
to Gloria;requests for checks;consultation with Gary regarding MA application;
email exchanges with Golden State Pooled Trust
PRIVILEGED AND CONFIDENTIAL Invoice: 60754
Page: 3
Aug-21-13 EBP Email exchange with Gloria regarding Order and finalization;email to Lisa Dougan 0.30
with Order
Aug-26-13 EBP Message from and return call to Elsie regarding Pooled Trust and contact info 0.30
Sep-09-13 EBP Telephone call with Gloria Banks regarding MA application denial and pendancies 0.30
Sep-10-13 EBP Telephone call with Gloria Banks regarding contact information for CAOs 0.20
Sep-11-13 JBZ NO CHARGE-Telephone call to Elizabeth B.Place,Esq.regarding voicemails from 0.20
Gloria and Gary Banks-spoke
EBP NO CHARGE --Telelphone call with Gary Banks regarding CAO contacts;on-line 0.20
filing
Sep-12-13 EBP NO CHARGE --Review of invoices;conference with JBZ;preparation of petition 1.00
for fees
EBP Preparation of guardianship report;email to Gloria 0.30
PRIVILEGED AND CONFIDENTIAL Invoice: 60754
Page: 4
Summary of Time Billed
Timekeeper Title Hours Rate Amount
John B Zonarich Partner 1.00 $325.00 $0.00
Jatoya K.Drayton Paralegal 1.00 $125.00 $125.00
Elizabeth B Place Senior Associate 6.60 $275.00 $1,457.50
Total Current Professional Fees* $1,582.50
(-Note that the Amount charged may not always reflect the Hours multiplied by
the Rate because of time entries that are subject to a"no charge")
EXPENSES:
$1.58
Postage
Total Expenses $1.58
Total Taxes Charged $0.00
Total due this invoice $1,584.08
Previous Balance $5,145.13
Payments received on previous balance $0.00
Interest due on overdue balance $0.00
Please Pay This Amount $6,729.21
A 11/2%PER MONTH REBILLING CHARGE WHICH IS AN ANNUAL RATE OF 18%WILL BE APPLIED AFTER 30 DAYS
Please send remittance to: SkarlatosZonarich LLC
17 S. 2nd Street, Floor 6
Harrisburg, PA 17101-2039
PLEASE INDICATE YOUR INVOICE NUMBER ON YOUR REMITTANCE
Law Firm Tax Identification No: 25-1839294
EXHIBIT C
Sa l t //(�y� � ' 17 S.2nd Street,Floor 6
arla1,OS.L_Jl na ich LLC Telephone(717)233-10009
Sound Advice. Smarter Decisions. Fax(717)233-6740
www.skarlatoszonarich.com
PRIVILEGED AND CONFIDENTIAL
INVOICE SUMMARY
Inez Davis November 8, 2013
c/o Gloria Banks File #: DAVIIN1202
5776 Catherine Street Inv #: 61008
Harrisburg, PA 17112
RE: Elder Law
TOTAL PROFESSIONAL FEES $250.00
TOTAL EXPENSES MADE TO YOUR ACCOUNT $0.00
TAXES
$0.00
PAYMENTS AND CREDITS $0.00
TOTAL BILL AMOUNT FOR INVOICE# 61008 $250.00
PREVIOUS BALANCE $6,729.21
INTEREST ON OVERDUE BALANCE $0.00
PLEASE PAY THIS AMOUNT (Please also see attached invoice detail) $6,979.21
A 1 1/12%PER MONTH REBILLING CHARGE WHICH IS AN ANNUAL RATE OF 18%WILL BE APPLIED AFTER 30 DAYS.
Please send remittance to: SkarlatosZonarich LLC
17 S. 2nd Street, Floor 6
Harrisburg,PA 17101-2039
PLEASE INDICATE YOUR INVOICE NUMBER ON YOUR REMITTANCE
Law Firm Tax Identification No: 25-1839294
PRIVILEGED AND CONFIDENTIAL Invoice: 61008
Page: 3
Summary of Time Billed
Timekeeper Title Hours Rate Amount
David B Shatto Accountant 2.00 $225.00 $450.00
Total Current Professional Fees* $250.00
(*Note that the Amount charged may not always reflect the Hours multiplied by the
Rate because of time entries that are subject to a"no charge")
EXPENSES:
Total Expenses $0.00
Total Taxes Charged $0.00
Total due this invoice $250.00
Previous Balance $6,729.21
Payments received on previous balance $0.00
Interest due on overdue balance $0.00
Please Pay This Amount $6,979.21
A 1 1/2%PER MONTH REBILLING CHARGE WHICH IS AN ANNUAL RATE OF 18%WILL BE APPLIED AFTER 30 DAYS.
Please send remittance to: SkarlatosZonarich LLC
17 S. 2nd Street, Floor 6
Harrisburg,PA 17101-2039
PLEASE INDICATE YOUR INVOICE NUMBER ON YOUR REMITTANCE
Law Firm Tax Identification No: 25-1839294
EXHIBIT D
17 S. 2nd Street,Floor 6
S arlatosZo aril LLC Telephone(717)233-10009
Sound Advice.Smarter Decisions. Fax(717)233-6740
www.skarlatoszonarich.com
PRIVILEGED AND CONFIDENTIAL
INVOICE SUMMARY
March 6, 2014
File #: DAVITNI202
Inv #: 61460
RE: Elder Law
TOTAL PROFESSIONAL FEES $486.00
TOTAL EXPENSES MADE TO YOUR ACCOUNT $29.60
TAXES $0.00
PAYMENTS AND CREDITS $0.00
TOTAL BILL AMOUNT FOR INVOICE# 61460 $515.60
PREVIOUS BALANCE $6,979.21
INTEREST ON OVERDUE BALANCE $0.00
PLEASE PAY THIS AMOUNT (Please also see attached invoice detail) $7,494.81
A 1 1/12%PER MONTH REBILLING CHARGE WHICH IS AN ANNUAL RATE OF 18%WILL BE APPLIED AFTER 30 DAYS.
Please send remittance to: SkarlatosZonarich LLC
17 S. 2nd Street, Floor 6
Harrisburg, PA 17101-2039
PLEASE INDICATE YOUR INVOICE NUMBER ON YOUR REMITTANCE
Law Firm Tax Identification No: 25-1839294
PRIVILEGED AND CONFIDENTIAL Invoice: 61460
Page: 2
INVOICE DETAIL
RE: Elder Law
DATE DESCRIPTION HOURS
Sep-24-13 JKD NO CHARGE --Mail documents to Gloria Banks 0.20
Oct-08-13 EBP NO CHARGE --Email to Gloria regarding fees;guardianship report,etc,; 0.40
preparation of invoice
Oct-10-13 JKD NO CHARGE --Draft letter to Lisa Dougan regarding Special Needs Trust Fbo 0.40
Gloria Banks; scan and save to file
SLD NO CHARGE --Scan&redact invoices per EBP's instruction;email redacted does 1.00
to EBP;
EBP NO CHARGE --Redaction of invoices;correspondence to Lisa Dougan; 1.10
conference with Dave regarding tax filings
Oct-]1-13 JBZ Emails to/from E. Place,B. Whitley and D. Shatto regarding tax treatment of 0.40
settlement proceeds
EBP NO CHARGE --Conferences with JBZ;email to Gloria regarding fees;taxes; 1.00
guardianship reports
Oct-18-13 JKD NO CHARGE -- Draft correspondence to Gloria 0.20
EBP NO CHARGE --Telephone call Gloria regarding fees;copy of email sent to Gloria 0.20
Oct-21-13 EBP NO CHARGE --Telephone message to Gloria 0.30
Oct-25-13 EBP NO CHARGE --Telephone call with Gloria Banks 0.20
Oct-29-13 EBP NO CHARGE --Message from Gary Banks 0.10
Oct-30-13 EBP NO CHARGE --Brief tc with Gloria 0.10
Nov-]1-13 EBP Extended telephone call with Gloria 0.70
Nov-25-13 EBP NO CHARGE --Conference with Susan regarding invoice;review of billings;email 0.30
to Gloria
PRIVILEGED AND CONFIDENTIAL Invoice: 61460
Page: 3
Dec-20-13 EBP Correspondence to Gloria regarding petition and guardianship report 0.20
EBP NO CHARGE --Attention to fee issue and bill 0.20
Jan-06-14 JKD NO CHARGE --Cover letter to Gloria Banks regarding Annual Reports;make copy 0.40
of documents for file;scan and save to file
EBP Preparation of guardianship reports;preparation of ledger 0.80
Jan-27-14 JBZ NO CHARGE-Emails to/from Bridget M.Whitley,Esq.regarding 1099 0.20
Mar-03-14 EBP NO CHARGE --Telephone call with Gloria Banks;conference with Susan 0.50
regarding updating invoice; updating petition
Mar-04-14 JKD Annual reports 0.60
PRIVILEGED AND CONFIDENTIAL invoice: 61460
Page: 4
Summary of Time Billed
Timekeeper Title Hours Rate Amount
John B Zonarich Partner 0.60 $350.00 $130.00
Jatoya K.Drayton Paralegal 1.80 $135.00 $81.00
Sherry L.Devlin Paralegal 1.00 $135.00 $0.00
Elizabeth B Place Senior Associate 6.10 $275.00 $275.00
Total Current Professional Fees* $486.00
("Note that the Amount charged may not always reflect the Hours multiplied by
the Rate because of time entries that are subject to a"no charge")
EXPENSES:
$14.60
Postage
Mar 04/14 Cumberland County Register of Wills $15.00
Filing Fee for Annual Reports (7KD)
Total Expenses $29.60
Total Taxes Charged $0.00
Total due this invoice $515.60
Previous Balance $6,979.21
Payments received on previous balance $0.00
Interest due on overdue balance $0.00
Please Pay This Amount $7,494.81
A 1 1/2%PER MONTH REBILLING CHARGE WHICH IS AN ANNUAL RATE OF 18%WILL BE APPLIED AFTER 30 DAYS.
Please send remittance to: SkarlatosZonarich LLC
17 S. 2nd Street, Floor 6
Harrisburg, PA 17101-2039
PLEASE INDICATE YOUR INVOICE NUMBER ON YOUR REMITTANCE
Law Firm Tax Identification No: 25-1839294
EXHIBIT E
CERTIFICATE OF CONSENT
I, Gloria J. Banks, daughter and Guardian of Inez H. Davis, do hereby certify that I have
reviewed the attached Petition, concur therewith, join in the Petition and pray that this court
approve it.
Dated:
*GloriaJ. , itioner