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  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
  • THE ESTATE OF BARRY NADEL PETITION FOR LETTERS OF ADMINISTRATION document preview
						
                                

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UII SUPERIOR COURT OF CALIFORNIA COUNTY OF SAN FRANCISCO Document Scanning Lead Sheet May-14-2014 1:52 pm Case Number: PES-11-294413 Filing Date: May-14-2014 1:51 Filed by: GERALDINE ANDERSON Juke Box: 001 Image: 04483141 DECLARATION THE ESTATE OF BARRY NADEL 001P04483141 Instructions: Please place this sheet on top of the document to be scanned.LAW OFFICES OF LELAND, PARACHINI, STEINBERG, MATZGER & MELNICK, LLP SAN FRANCISCO, CALIFORNIA 94105 + FAX (418) 974-1520 199 FREMONT STREET - 218" FLOOR TEL (415) 957-1800 Cc Ooty Dn mH eB BH NY NY N YP YP Ye NN NR De mm 2 Yaak FR eS SE SFE ATADE BH ES JAMES M. ALLEN (State Bar # 50000) jallen@I|pslaw.com F I L E D LELAND, PARACHINI, STEINBERG, ‘San Francisco County Superior Court MATZGER & MELNICK, LLP 199 Fremont Street - 21st Floor San Francisco, California 94105 may 1 4 2014 Telephone: (415) 957-1800 CLERK OF THE COURT Facsimile: (415) 974-1520 or aaah eran laputy Glerk Attorneys for Petitioner PAUL BALAS, Administrators SUPERIOR COURT OF THE STATE OF CALIFORNIA COUNTY OF SAN FRANCISCO In re the Matter of the Estate of CASE NO. PES-11-294413 BARRY NADEL SUPPLEMENTAL DECLARATION OF JAMES M. ALLEN IN SUPPORT OF Deceased. REQUEST FOR COMPENSATION TO ATTORNEYS FOR EXTRAORDINARY SERVICES Date: May 21, 2014 Time: 9:00 A.M. Dept.: Room 204 I, JAMES M. ALLEN, hereby declare as follows: 1. Iam a partner in the law firm of Leland, Parachini, Steinberg, Matzger & Melnick, LLP, and authorized to make representations on its behalf. 2. During the administration of the Estate of Barry Nadel, deceased, the law firm of Leland, Parachini, Steinberg, Matzger & Melnick, LLP performed extraordinary legal services to Paul Balas, the Administrator of the Estate, as follows: (a) Services with regard to status of beneficiary Rhoda Nadel and her need for a conservatorship. (b) Review Nevada real property holdings and need for ancillary probate. (c) Services with regard to California franchise tax. {S:/ESTNAD/0001/DEC/00949730.DOC} DECLARATION OF JAMES M. ALLEN FOR EXTRAORDINARY COMPENSATIONLAW OFFICES OF LELAND, PARACHINI, STEINBERG, MATZGER & MELNICK, LLP. STELOOR SAN FRANCISCO, CALIFORNIA 94105 TEL (415) 967-1800 + FAX (415) 974-1520 199 FREMONT STREET - CeO yn Dn Hn eR WN RP NR Y NY N NR N NR DW me mm ee C2 ADAH FF BN F&F SSC we IY DH FE wR NY HH SO (d) Services in responding to objections of beneficiary Carmen Balas, negotiation and preparation of settlement agreement. (e) The actual amount of each of these extraordinary services, accrued at the firm's regular hourly rates, is $12,542.50. A reasonable fee for these services is $12,542.50, as follows: (i) Services pertaining to Rhoda Nadel: $2,200.00. (ii) Services pertaining to Nevada property: $1,437.50. (iii) Services with regard to franchise tax: $330.00. (iv) Services with regard to objections of Carmen Balas: $8,575.00. 3. The hours and rates of the firm's attorneys and the services performed are set forth in the Exhibits attached hereto. 4. The services of Leland, Parachini, Steinberg, Matzger & Melnick provided substantial benefit to the estate in obtaining the administrator's appointment, preserving assets and identifying and marshaling estate assets. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed at San Francisco, California, this 13" day of May, 2014. M. ALLEN {S:/ESTNAD/0001/DEC/00949730.DOC} 2 DECLARATION OF JAMES M. ALLEN FOR EXTRAORDINARY COMPENSATIONEXHIBIT A {S:/ESTNAD/0001/DEC/00949730,DOC} DECLARATION OF JAMES M. ALLEN FOR EXTRAORDINARY COMPENSATION ~ an tT mH oO Fr OD DH or nn ty HS ee = SOS eS Oe OK Ole Oe O%S1-b26 (Sty) X¥4 - 0081-256 (Sty) TAL SOLP6 VINYOJIIVO ‘OOSIONVYS NYS WOOT ,s42 ~ LAFYLS LNOW3YS 66L d11 MOINTAN 8 USOZLVW ‘OUISNISLS ‘INIHOWYYd ‘ONV737 40 $301430 MV So a ~ a a a 0 a x a iw a So a 5 a o a04/09/2014 veland, Parachini, Steinberg, Matzgor & Metnicn, LLP BILLING MEMORANDUM Thru 03/31/2014 CLIENT ESTNAD NADEL, BARRY, ESTATE OF ling Attorney JMT MATTER ESTNAD.0002 EXTRAORDINARY ATTORNEY FEES inating Attorney JMA Responsible Attorney JIMA Client Address: Matter Address ESTATE OF BARRY NADEL ESTATE OF BARRY NADEL C/O PAUL BALAS C/O PAUL BALAS 3940 SOUTH DEXTER ST 3940 SOUTH DEXTER ST ENGLEWOOD CO 80113-5148 ENGLEWOOD CO 80113-5148 oe TIME Thru 03/31/2014 Date Atty Time Rate Value Diary 12/09/10 SHB 0.50 400 200.00 MEMOS WITH PAUL; INVESTIGATE RHODA WHEREABOUTS, ETC. 12/21/10 SHB 0.50 400 200.00 CALL WITH MARK ARIGGHI; MEMOS WITH PAUL BALAS. 0113/11 SHB 1.00 450 450.00 CALL WITH PAUL BELAS; DECLARATION; DISCUSSIONS WITH JIM REGARDING WAIVER; INVESTIGATE DOUGLAS PROPERTY. ~ 01/22/11 SHB 0.50 450 225.00 REVIEW COMPLAINT; LETTER TO ARRIGHI; LETTER TO CARMEN. 05/25/11 SHB 0.50 450 225.00 INVESTIGATE PROPERTY HOLDINGS IN NEVADA. 05/25/11 MEM 0.35 225 78.75 TC NEVADA CPA FIRM; COMPLETE REQUEST FOR APPOINTMENT OF PUBLIC REFEREE; PREPARE ORDER AND FILING INSTRUCTIONS 6/20/11 = MEM 0.15 225 33.75 TIC ARRIGHI RE NADEL INVESTMENTS os24/11 SHB 0.40 450 180.00 MEETING WITH LYNDEN TO REVIEW BARRY'S TAX INFORMATION. 7/2111 MEM 1.00 225 225.00 REVIEW FILES RE NEVADA MATTERS; PREPARE LETTER FOR JMA RE REFERRAL, ANCILLARY PROBATE, POSSIBLE OTHER ASSETS; REVISIONS TO INVENTORY & APPRAISAL 10/25/12 JMA 0.25 500 126.00 TIC CPA; LETTER TO SAN DIEGO ATTORNEY 01/04/13 JMA 1.00 §25 525.00 EMAILS CLIENT, LAWYER; REVIEW RHODA DOCUMENTS 01/08/13 MEM 0.56 300 150.00 REVIEW FTS FORM 3571 AND CORRESPONDENCE TO FTB 09/09/13 MEM 0.50 309 150.00 REVIEW RHODA CONSERVATORSHIP CASE RECORDS ON-LINE PREPARE SUPPLEMENT TO STATUS REPORT, LETTER TO PAUL 09/13/13 JMA 0.50 525 262.50 EMAIL CLIENT; SAN DIEGO CONSERVATORSHIP 09/16/13 MEM 6.60 300 150.00 PREPARE DECLARATION OF JMA RE APPOINTMENT OF SUPPLEMENT TO STATUS REPORT CONSERVATOR; SI AND JMA DECLARATION94/09/2014 hini, Steinberg, Mateger & Melni’ LP Page 2 CLIENT ESTNAD NADEL, BARRY, ESTATE OF Billing Attorney wut MATTER ESTNAD.0002 EXTRAORDINARY ATTORNEY FEES Originating Attorney JA Responsible Attorney JIMA sees TIME Thru 03/31/2014 Date Atty Time Rate Value Diary 10/14/13 JMA 4.00 525 525.00 EMAIL SAN DIEGO PUBLIC GUARDIAN; REVIEW ACCOUNTING 40/15/13 JMA 0.50 525 262.50 LETTER TO FTB; LETTER TO SAN DIEGO PUBLIC GUARDIAN 123/13 JMA 0.25 525 134.25 EMAILS CLIENT, ATTORNEY 121913 JMA 0.26 $25 = 131.25 EMAIL CLIENT 12/2013 JMA 0.25 525 = 131.25 TIC CLIENT 12/26/13 JMA 1.00 525 525.00 EMAIL ATTORNEY 01/08/14 SMA 0.50 525 262.50 TICONF R. WEAVER 01/09/14 = UMA 0.50 525 262.50 EMAIL CLIENT ovi7i4 = UMA 0.50 625 262.50 EMAIL R. WEAVER 02/20/14 JMA 150 525 787.50 EMAIL OPPOSING COUNSEL; REVIEW OBJECTIONS 02/2114 = JIMA 1.00 525 25.00 TIC OPPOSING COUNSEL; EMAIL OPP. COUNSEL; REVIEW OBJECTIONS 02/25/14 JMA 0.50 625 262.50 TICONF CLIENT 02/2514 SHB 1.00 475 475.00 ANALYZE OBJECTION AND REVIEW FILE 03/04/14 SHB 2.50 475 1,187.50 DRAFT REPLY TO OBJECTION 03/05/14 UMA 0.25 525 131.25 TIC ATTORNEY 03/05/14. SHB 1.60 475 712.50 FURTHER DRAFT REPLY TO OBJECTION; MEMOS WITH ADMINISTRATOR 03/104 = JMA 0.25 525 = 131.25 REVIEW OBJECTION 0324 = JMA 0.50 525 262.50 EMAIL CLIENT; EMAIL J, WILLIAMS 03/13/14 JMA 1.50 525 787.50 CONFERENCE WITH OPPOSING COUNSEL; REVIEW PLEADINGS 03/1414 IMA 1.00 525 525.00 TIC CLIENT; T/C OPPOSING COUNSEL; EMAIL OPPOSING COUNSEL 03/14/14 SHB 0.60 475 237.50 CONFERENCE CALL WITH PAUL RE: SETTLEMENT WITH CARMEN04/09/2044 jand, Parachini, Steinberg, Matzger & Mein: LP ING MEMO NDUM Thre OSU2014 Billing Attorney Originating Attorney Responsible Attorney see TIME Thru 03/34/2014 Date Atty Time Rate Value Diary 03/20/14 JMA 0.25 525 131.25 EMAIL J. WILLIAMS 03/29/14 SHB 1.50 475 712.50 PREPARE SETTLEMENT AGREEMENT Total Time 26.65 $12,542.50 JM JMA JMA Page 5 OdGHIZ014 95245 AM.oalogi2ai14 Le Page 4 CLIENT ESTNAD NADEL, BARRY, ESTATE OF Bilting Attorney JM4 MATTER ESTNAD.0002 EXTRAORDINARY ATTORNEY FEES Originating Attorney JMA Responsible Attorney IMA 11/07/2013 Contact: PROBATE Comment: $12,542.50 Last Bill Thru Date: $0.00 Last Bill Date / Amt: $0.00 $12,542.50 Last Pmt Date / Amt: $0.00 Retainer 0.00 : Fees i i Tees Credit Memos 0.00 | YTD Billed $0.00 $0.00 | Net 12,542.50 | YTD Paid $0.00 $0.00 Open AIR $0.00 Total Billed $0.00 $0.00 Total Investment 12,542.50 Total Paid $0.00 $0.00 Attorney Time Value Disbursement Class. Amount JMA ALLEN, JAMES M. 13.25 $6,950.00 MEM MERRIGAN, MICHAEL 3.00 $787.50 SHB BOVARNICK, STEVEN 10.40 $4,805.00 Total 26.65 $12,542.50 Amount to be Billed Amount to be Discounted Amount to be Applied from Retainer Close Matter: Yes or No BILLING NOTES 410%+ FAX (415) 974-1520 LAW OFFICES OF LELAND, PARACHINI, STEINBERG, MATZGER & MELNICK, LLP SAN FRANCISCO, CALIFORNIA 94105 199 FREMONT STREET - 21°’ FLOOR TEL (415) 957-1800 Ce ny DH e Be YY NM NR YB YM YN NR RD mm eis oct ND Mm ke Be Ne Be SO Re KR HR Re NY He SC PROOF OF SERVICE STATE OF CALIFORNIA, COUNTY OF SAN FRANCISCO At the time of service, I was over 18 years of age and not a party to this action. | am employed in the County of San Francisco, State of California. My business address is 199 Fremont Street - 21st Floor, San Francisco, California 94105. On May 13, 2014, I served true copies of the following document(s) described as SUPPLEMENTAL DECLARATION OF JAMES M. ALLEN IN SUPPORT OF REQUEST FOR COMPENSATION TO ATTORNEYS FOR EXTRAORDINARY SERVICES on the interested parties in this action as follows: Nancy M. Levin, Esq. Paul Balas Pamela Louie, Esq. 3940 South Dexter Street Evans, Latham & Campisi Cherry Hills Village, CO 80113 One Post Street, Suite 600 San Francisco. CA 94104 Rhoda Nadel Arturo Martinez, Sr., Collection Officer c/o Public Guardian, County of San Diego Bureau of Delinquent Revenue 5560 Overland Avenue, Suite 130 Office of Treasurer and Tax Collector San Diego, CA 92123 City & County of San Francisco P.O. Box 7426 San Francisco. CA 94120-7426 BY MAIL: I enclosed the document(s) in a sealed envelope or package addressed to the persons at the addresses listed in the Service List and placed the envelope for collection and mailing, following our ordinary business practices. I am readily familiar with Leland, Parachini, Steinberg, Matzger & Melnick, LLP's practice for collecting and processing correspondence for mailing. On the same day that the correspondence is placed for collection and mailing, it is deposited in the ordinary course of business with the United States Postal Service, in a sealed envelope with postage fully prepaid. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Executed on May 13, 2014, at San Francisco, California. Michael E. Merrigan {S:/ESTNAD/0001/POS/00949782. DOCX }