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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 -
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(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
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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 }