Preview
22-07-09262
CAUSE NO, 19-06-07875
IN RE THE CAROLYN S. CLARK § IN THE DISTRICT COURT OF
§
IRREVOCABLE LIVING TRUST § MONTGOMERY COUNTY, TEXAS
§
U/T/A JULY 28, 2017 § 457™ JUDICIAL DISTRICT
APPLICATION FOR AUTHORITY TO PAY APPOINTEE FEES AND EXPENSES
FOR THE PERIOD OF JANUARY 7, 2020 THROUGH APRIL 22, 2021
TO COUNTY COURT AT LAW NO. 2:
COMES NOW Nicole B. Davis and Courtney M. Lyssy as Co-Trustees for the Carolyn
Clark Irrevocable Living Trust U/T/A July 28, 2017 (hereinafter “Co-Trustees”), and would
respectfully show the Court the following:
it Nicole B. Davis and Courtney M. Lyssy were appointed Co-Trustees for the Carolyn Clark
Irrevocable Living Trust U/T/A July 28, 2017 on July 29, 2019 by this Court. The Order
appointing Co-Trustees mandates that they seek Court approval for all expenditures except
that they may pay the expenditures that a dependent administrator could pay without Court
approval.
Dr Co-Trustees have rendered interim legal and fiduciary services as Co-Trustees covering
the period from January 7, 2020 through April 22, 2021, in the amount of $13,486.25 and
have incurred expenses in the amount of $462.45 for a total sum of $13,948.70.
3 These fees and expenses which were necessary and reasonable and performed in fulfilling
the fiduciary duties and responsibilities of the Co-Trustees.
4. Such legal services, fiduciary services and expenses are more particularly described on
Exhibits A & B_which are attached hereto and incorporated herein by reference.
5. The affidavits of Co-Trustees, Courtney M. Lyssy and Nicole B. Davis, with regard to such
fees and expenses is attached hereto as Exhibit C & D.
APPLICATION FOR PAYMENT OF
INTERIM FEES
PAGE!6. There are sufficient funds on hand to pay the interim fees requested by Co-Trustees.
WHEREFORE, PREMISES CONSIDERED, Co-Trustees pray that this Court, after
review and consideration, enter an Order:
a. approving the fees and expenses incurred by Co-Trustees for services in the total sum of
$13,948.70; and
b. granting all other and further relief at law or in equity to which Co-Trustees may show
themselves justly entitled.
Respectfully submitted,
a...
Co-Trustee for the Carolyn Clark Irrevocable Living
Trust U/T/A July 28, 2017
APPROVED:
DAVIS & LYSSY PLLC
py: Cm
Courtney Lyssy
State Bar No. 24060271
courtney@davislyssy.com
Nicole B. Davis
State Bar No. 24031730
nikki@davislyssy.com
6200 Savoy Dr., Suite 132
Houston, Texas 77036
Phone: (713) 335-9585
Fax: (713) 335-9586
Attorneys for Co-Trustees
‘APPLICATION FOR PAYMENT OF
INTERIM FEES
PAGE26200 Savoy Dr. Suite 132
Houston. TX 77036
United Siates
Phone: 7133359585,
Invoice # 118
Date: 10/20/2020
Due On: 11/19/2020
Carolyn Clark
00940-Clark
Carolyn Clark Irrevocable Living Trust
Services
Type Date Notes Quantity Rate Total
Service 01/07/2020 Paralegal BIG: Recv'd inets from CML, attn to services of Intervention & 0.25 $110.00 $27.60
info to her re same
Service 01/07/2020 Attorney CML: Emails with Steven Earl re Service of process on Carolyn 0.25 $350.00 $87.50
Clark.
Service 01/10/2020 Fiduciary CML: Reconcile bank statements to determine if we have 0.60 $125.00 $62.50
enough to pay property taxes.
Service 01/10/2020 Legal Assistant TCH: attn to property taxes; researched stmts for Bay 0.75 $75.00 $56.25
Laurel Ln and N. Thompson St Properties; /o meeting with CML re
account stmis and balances
Service 01/14/2020 Legal Assistant TCH: i/o Meeting with CML re access to Wells Fargo 0.50 $75.00 $37.50
accounts; tel call to Wells Fargo re same
Service 01/14/2020 NBD Fiduciary: rcv'd statements for Wells Fargo accounts ending 5768 0.25 $125.00 $31.25
and 2441
Service 01/15/2020 Fiduciary CML: Emails with Mr. Earl re need to liquidate stock to pay 0.25 $12500 $31.25
expenses.
Service 01/20/2020 Attorney CML: Conference with Ms. Davis repare Rule 11. 0.50 $350.00 $175.00
Service 01/22/2020 Paralegal BIG: TC from Heather Scott re signature to Mot for 0.25 $110.00 $27.50
Continuance; advised CML; insts re Mr. Earl signing with permission; rc to
Heather Scott to advise
Service 01/23/2020 Fiduciary CML: Work on liquidating stock. 0.25 $125.00 $31.25
Service 01/23/2020 Fiduciary CML: review Motion to Continue 0.25 $125.00 $31.25
EXHIBIT
Page 1 of 7 iService
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01/24/2020
01/27/2020
01/27/2020
01/27/2020
01/29/2020
01/29/2020
01/30/2020
02/04/2020
02/06/2020
02/10/2020
02/10/2020
02/11/2020
02/11/2020
02/12/2020
02/12/2020
02/13/2020
02/17/2020
02/18/2020
02/25/2020
02/26/2020
02/26/2020
03/02/2020
03/02/2020
03/09/2020
03/09/2020
Fiduciary CML: Telephone conference with investment broker.
Fiduciary CML: Call with investment advisor.
Attorney CML: Evaluate distribution request.
Paralegal BIG: Attn to Clerk's index re services, completed requests
forms for access to docs; notes re ‘services thus far
Fiduciary CML: i/o meeting w/ TCH re funds in Trust account and to pay
Property taxes online
Legal Assistant TCH: attn to Property taxes; paid N. Thompson and Bay
Laure! taxes online via echeck per instructions
NBD Fiduciary: rev'd and rev'd Wells Fargo Executive Summary (acct
ending 2441) for time period ending 12/31/19
NBD Fiduciary: rev'd confirmation trade sold 1/24/20 acct ending 5768
NBD Fiduciary: rev'd 2019 Consolidated 1099 forms from Wells Fargo
Paralegal BIG: Rev'd clerk's index, returns of service & USPS tracking for
all services, detailed notes to NBD & CML re same
Attorney CML: Follow up on service of Process.
Paralegal BIG: Attn to Not of Hearing by Submission on Winstead's Mot
to W/Draw & cal'd same
NBD Fiduciary: rev'd 1-1-20 through 1-31-20 stmts for accts ending 5768
and 2441
Attorney CML: Emails tegarding other resources available.
Attorney NBD: prep'd A&O for Reimbursement
Paralegal BIG: finalized A&O for Reimbursement; e-filed
Attorney CML: Review jeter requesting a distribution. Review trust.
Prepare correspondence to Mr. Earl regarding request for distribution.
Paralegal BIG: prep'd f/u Corresp to court re pending A&O's
NBD Fiduciary: rev'd Wells Fargo Consolidated 1099 Forms for acct
ending 2441, FEMA Declarations Page for Bay Laurel and N. Thompson
Properties
Attorney NBD: review, revise and finalize Ltr to Earl requesting
submission of budget; review corr re: tax return filing
Attorney CML: Calculate total distributions, Prepare Waivers of Notice
and Citation for Kevin Clark and Carolyn Clark. Prepare email to counsel
re missing items for tax return.
Paralegal BIG: Attn to Clerk's index re signed Order on Reimbursement
and/or fees (not signed)
Paralegal MM: Received Hearing request on Application for
Reimbursement for Judge Laird, Montgomery County Court no.2;
Calendared date and time.
Fiduciary CML: Gather documents for CPA.
Fiduciary CML: Receipt and review of email from CPA requesting
Page 2 of 7
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0.25
0.50
0.25
1.25
0.25
0.25
0.50
1.00
0.25
$125.00
$125.00
$350.00
$110.00
$125.00
$75.00
$125.00
$125.00
$125.00
$110.00
$350.00
$110.00
$125.00
$350.00
$350.00
$110.00
$350.00
$110.00
$125.00
$350.00
$350.00
$110.00
$110.00
$125.00
$125.00
$31.25
$31.25
$262.50
$55.00
$31.25
$18.75
$31.25
$31.25
$31.25
$55.00
$87.50
$27.50
$31.25
$87.50
$175.00
$27.50
$437.50
$27.50
$31.25
$175.00
$350.00
$27.50
$27.50
$62.50
$31.25Service
Service
Service
Service
Service
Service
Service
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Service
Service
Service
Service
Service
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Service
Service
03/16/2020
03/20/2020
04/03/2020
04/06/2020
04/13/2020
04/15/2020
04/16/2020
04/21/2020
04/24/2020
04/24/2020
04/27/2020
04/28/2020
05/08/2020
05/08/2020
05/18/2020
06/27/2020
05/28/2020
05/28/2020
06/01/2020
06/02/2020
06/03/2020
additional info regarding trust for preparation of tax return.
Fiduciary CML: Correspond with CPA's office.
Fiduciary CML: Obtain Carolyn’s social and provide to the CPA.
Paralegal MM: Took call and email
2113 N Thompson. Forwarded to NBD and CL.
Attorney CML: Review beneficiary's request to repair hot water heater.
Review trust and outline response
ice on issues at property,
Fiduciary CML: Review notification of shareholders’ meeting for Duke
Energy.
NBD Fiduciary: Receipt and review of Wells Fargo Trust account
Statement for 3-1-20 - 3-31-20.
‘ory one x)
Atty NBD: Received & reviewed fax from Court Providing Zoom hearing
information
Attorney NBD: Preparation for and attond hearing
ATTY CML: Prepare for and atiend hearing
Fiduciary BIG: recv'd Not of Filing of Ear's Mot for Partial Summary
Judgment, saved to file; recv'd Not of Filing of Earl's Second Amended
Designation of Experts, saved to file, recv'd Not of Filing of proposed
order on Mot for Partial Summary Judgment, saved to file; recv'd Not of
Filing of Not of Submission, saved to file
Paralegal BIG: recv'd multiple filings & insts from NBD & CML; saved all
to file & revised calendar to reflect new submission hearing date on
Plaintiff's Mot to Strike and revised calendar to reflect new hearing date
on Plaintiff's Mot for Summary Judgment
Attorney NBD: Received & rev'd Reply in Support of Plaintiff's Mot to
Strike
Attorney NBD: received & rev'd Wilkinson's & Guardino's Response to
MESu, proposed Judgment, Mot to Continue setting for submission on
MFS\, Not of Submission on Defendants’ Mot to Continue
Attorney NBD: rec'd & rev'd Flitsch’s Reply in Support of Plaintiffs Motion
for Partial Summary Judgment
Paralegal BIG: Attn to service of Dec Action & info re same to NBD &
CML
Attorney CML: Review correspondence requesting distribution.
Attorney NBD: Review correspondence from Clark's counsel requesting
distribution.
Paralegal BIG: rev'd clerk's index re transfer; rev'd Dist Ct website for
Staff & other info, prep'd corresp to Mona, Court coordinator re no notice
tecv'd by NBD & CML & if filing/notice required and inquired as to
procedure for atty fees be be addressed, rec'd response from Mona, bank
& forth communications re notices, fee applic’s & updating info
Attorney CML: Call with Mr. Earl re distribution request.
Attorney CML: Receipt and review of K1.
Page 3 of 7
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0,25
0.25
0.75
0.25
0.50
0.25
0.25
0.50
0.25
0.25
$125.00
$125.00
$110.00
$350.00
$125.00
$125.00
$350.00
$350.00
$350.00
$350.00
$110.00
$110.00
$350.00
$350.00
$350.00
$110.00
$350.00
$350.00
$110.00
$350.00
$350.00
$31.25
$31.25
$27.50
$262.50
$31.25
$31.25
$175.00
$87.50
$175.00
$175.00
$27.50
$27.50
$87.50
$262.50
$87.50
$55.00
$87.50
$87.50
$55.00
$87.50
$87.50Service
Service
Service
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Service
06/04/2020
06/04/2020
06/04/2020
06/08/2020
06/11/2020
06/12/2020
06/15/2020
06/17/2020
06/17/2020
06/18/2020
06/18/2020
06/19/2020
06/23/2020
06/25/2020
06/29/2020
06/29/2020
06/29/2020
07/02/2020
07/06/2020
07/14/2020
07/16/2020
07/16/2020
07/17/2020
07/27/2020
07/27/2020
07/27/2020
07/28/2020
07/30/2020
07/30/2020
Attorney CML; Evaluate distribution request from Ms. Clark. Email stock
broker.
Paralegal BIG: E-Filed Waiver of Kevin Clark re intervention & Pet for
Declaratory Judgment
Attorney CML: Receipt and review of trust tax return.
Fiduciary CML: Call with broker re liquidating stock.
Fiduciary CML: Make distribution to Ms. Clark.
Attorney CML: Email with Mr. Ear!'s office re Waiver for Carolyn.
Paralegal BIG: Prep’d Itr to Steven Earl encl distribution for Carolyn Clark
Fiduciary CML: Review May statement account ending in 2441.
Paralegal BIG: Corresp w/ court re Fees, insts re hearing by submission
Attorney NBD: Prep'd Not of Hearing by Submission on Fees
Paralegal BIG: finalized Not of Hearing & E-flied same w/ notice to all
parties
Fiduciary CML: Call from Wells Fargo regarding account.
Fiduciary CML: Check on status of insurance.
Attorney CML: Call with Ms. Clark and Mr. Earl re sale of trust property.
Fiduciary CML: Emails regarding brokerage account. Emails with realtor
for trust property on Bay Laurel.
Fiduciary CML: Review correspondence from Wells Fargo re Emerging
Markets Equity Fund.
Fiduciary CML: Review correspondence from Wells Fargo re Financial
Square Treasury Instruments.
Attorney CML: Sign listing agreement.
Attorney NBD: Review and execute Real Estate listing documents
Attorney NBD: rec and rev. Wilkinson's Responses to RFP
Fiduciary CML: Call with investment advisor re raising cash.
Paralegal BIG: Attn to signed order for fees & estate acct for pymt same
Attorney NBD: rec'd & rev'd signed Order for Additional Briefing
Attorney CML: Review and sign seller's disclosure.
Attorney NBD: Review and sign seller's disclosure.
ATTY CML: review Resp Motion for Clarification
Attorney NBD: Rec'd & rev'd Defendant's Response to and Mot for
Clarification of Court's Order of May 13, 2020 and July 14, 2020 and
Plaintiffs Brief Regarding the Impact of the Order Striking Pleadings
Fiduciary CML: Receipt of trade confirmation
NBD Fiduciary: rev and execute MLS listing and update corr from Agent
re offers
Page 4 of 7
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1.00
0.50
0.25
0.25
0.25
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0.25
0.25
0.25
0.25
0.25
0.50
1.00
0.25
0.25
$350.00
$110.00
$350.00
$125.00
$125.00
$350.00
$110.00
$125.00
$110.00
$350.00
$110.00
$125.00
$125.00
$350.00
$125.00
$125.00
$125.00
$350.00
$350.00
$350.00
$125.00
$110.00
$350.00
$350.00
$350.00
$350.00
$350.00
$125.00
$125.00
$175.00
$27.50
$87.50
$31.25
$31.25
$87.50
$27.50
$31.25
$27.50
$87.50
$27.50
$31.25
$31.25
$350.00
$62.50
$31.25
$31.25
$87.50
$87.50
$87.50
$31.25
$27.50
$87.50
$87.50
$87.50
$175.00
$350.00
$31.25
$31.25Service
Service
Service
Service
07/31/2020
08/03/2020
08/04/2020
08/04/2020
08/04/2020
08/08/2020
08/08/2020
08/14/2020
08/16/2020
08/21/2020
08/21/2020
08/21/2020
08/27/2020
08/27/2020
09/01/2020
09/01/2020
09/03/2020
09/03/2020
09/03/2020
09/03/2020
09/08/2020
09/08/2020
Attorney NBD: rev and execute real estate contract
Attorney CML: rec and rev contract and related real estate sales docs;
Receipt of earnest money receipt.
NBD Fiduciary: rev'd Flato, Williams and Patterson invoice for prep of
2019 Form 1041, US Income and Tax Returns for Estates and Trust;
issued pymt for same
Legal Assistant TCH: prep’d Itr to Flato, Williams and Patterson to encl
pymt coupon for invoice 57010 and check for same
Attorney NBD: Rec'd & rev'd Defendant's Reply; rec and rev. Plaintiffs
Reply to Wilkinson's and Guardino's Reply to Plaintiff's Response
Attorney NBD: rec and rev. corr from realtor; rev and execute Amendment
for repair credit
Attorney CML: rec and rev. corr from realtor; rev and execute Amendment
for repair credit
Attorney NBD: corr w/ agent re closing
Fiduciary CML: Receipt and review of statements for account 2441 and
5768 for period ending July 30.
Altomey CML: Call with Mr. Earl re legal authority for distribution.
Attorney CML: Review and sign closing documents.
Attorney NBD: review and execute closing docs; attn to tax id; conf w/ Co-
Trustee re: requested distributions from Ms. Clark for sale proceeds and
alty fees
NBD Fiduciary: rev'd State Farm renewal certificate for N. Thompson St
property; instruct TCH to contac! DeShazo for rate comparison
Legal Assistant TCH: attn to instructions; contacted DeShazo Insurance
agency for new quote on N. Thompson St. property
Attorney CML: Prepare letter to Wells Fargo to deposit house proceeds.
Paralegal BIG: Finalized itr to Wells Fargo, attn to closing docs & check &
prep'd fed ex encl funds & forwarded
Attorney CML: Review email regarding receipt of house proceeds by
investment advisor. Coordinate call with investment advisor.
Attorney CML: Telephone conference with investment advisor on
recommendations for house proceeds.
Attorney CML: Conference with Ms. Davis (aaammmimtineaioae
Attorney CML: Authorize Wells Fargo to place $78,000 into money market
and remainder into Core American Conservative Growth.
Legal Assistant TCH: rcv'd quote from DeShazo Insurance re N
Thompson property; i/o meeting w/ NBD re same; rcv‘d instructions to
move forward with quote to retain policy; email same to DeShazo and
inquired about starting policy on October 7th (end of current policy)
NBD Fiduciary: i/o meeting w/TCH re insurance quote for N Thompson
property from DeShazo; compared new quote to current policy renewal;
instruct TCH to move forward w/ DeShazo
Page 5 of 7
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0.25
0.50
0.25
0.25
0.25
0.25
0.25
0.25
$350.00
$350.00
$125.00
$75.00
$350.00
$350.00
$350.00
$350.00
$125.00
$350.00
$350.00
$350.00
$125.00
$75.00
$350.00
$110.00
$350.00
$350.00
$350.00
$350.00
$75.00
$125.00
$87.50
$87.50
$87.50
$37.50
$31.25Service 09/10/2020
Service 09/15/2020
Service 09/15/2020
Service 09/16/2020
Service 09/16/2020
Service 09/20/2020
Service 09/20/2020
Service 09/20/2020
Service 09/20/2020
Service 09/20/2020
Service 09/29/2020
Service 10/01/2020
Service 10/01/2020
Service 10/06/2020
Service 10/07/2020
Service 10/12/2020
Service 10/13/2020
Expenses
Type Date
Expense 12/31/2019
Expense 01/27/2020
Expense 02/12/2020
Expense 02/12/2020
Expense 02/28/2020
Expense 08/04/2020
Attorney CML: Receipt and review of docket control order.
Attorney CML: Approve title company sending closing statement to Ms.
Clark's attorneys
Fiduciary CML: Review Wells Fargo letter re purchase.
Attorney CML: Conference with Ms. Ov:
Fiduciary CML: Receipt and review of Pimco and John Hancock
prospectus.
Fiduciary CML: Receipt and review of American Funds prospectus.
Fiduciary CML: Receipt and review of of bank statement account
4037-2441.
Fiduciary CML: Receipt and review of statement ending 5768.
ATTY CML: Review September 3 letter from Steven Earl.
ATTY CML: Review Third Amended Petition; Motion for Disbursement.
NBD Fiduciary: issued pymt to DeShazo Insurance agency for N.
Thompson St. property Policy; instruct TCH to confirm cancellation of
former State Farm policy and to forward check to DeShazo
Legal Assistant TCH: attn to instructions; forwarded pymt to DeShazo
Insurance Agency for N. Thompson St. policy: corr to Erickson Sullivan w/
State Farm re non-renewal of former policy
Legal Assistant TCH: rcv'd Welcome Package, declarations page and
receipt of pymt from DeShazo Insurance Agency re the N. Thompson St.
Property; forwarded same to NBD and saved to file
Paralegal MM: Attn to entries of DCO
Atty NBD: Revise and execute insurance application for renewal
TCH Legal Assistant: atin to questions from NBD re HOAIC application;
email corr to Abbie @ DeShazo re updating NBD's email address and co-
applicant signature
0.25
0.25
0.25
0.25
0.25
$350.00
$350.00
$125.00
$350.00
$350.00
$125.00
$125.00
$125.00
$125.00
$350.00
$350.00
$125.00
$75.00
$75.00
$110.00
$350.00
$75.00
Services Subtotal
Notes
E-file: Payment for the citations.
copy expense fee for MCTX case detail doc
copy expense App for Reimbursement of Funds word doc
copy expense for Proposed Order App Reimbursement of Funds
Copy/prinvscanifax for numerous pleadings Previously filed by all counsel
in estate & trust matters
Copy fees for pymt to Flato,Williams and Patterson and pymt envelope
Page 6 of 7
Quantity
1.00
6.00
5.00
1.00
1.00
2.00
Rate
$57.62
$0.25
$0.25
$0.25
$356.00
$0.25
$87.50
$87.50
$31.25
$350.00
$350.00
$31.25
$31.25
$31.25
$31.25
$87.50
$175.00
$31.25
$18.75
$18.75
$27.50
$87.50
$18.75
$10,675.00
Total
$57.62
$1.50
$1.25
$0.25
$356.00
$0.50Expense 08/04/2020 Postage: postage expense for pymt to Flato, Williams and Patterson 1.00 $0.50 $0.50
Expense 10/07/2020 Print/ copy/ scan of DCO 6.00 $0.25 $1.50
Expenses Subtotal $419.12
Nicole Davis 9.0 $350.00 $3,150.00
Nicole Davis 3.0 $125.00 $375.00
Courtney Lyssy 15.0 $350.00 $5,250.00
Courtney Lyssy 7.75 $125.00 $968.75
Betsy Garcia 5.5 $110.00 $605.00
Betsy Garcia 25 $75.00 $187.50
Monica Martinez 0.75 $110.00 $82.50
Monica Martinez 0.75 $75.00 $56.25
Subtotal $11,094.12
Total $11,094.12
Detailed Statement of Account
Current Invoice
118 11/19/2020 $11,094.12 $0.00 $11,094.12
Outstanding Balance $11,094.12
Amount in Trust $0.00
Total Amount Outstanding $11,094.12
Please make all payments payable to: Davis & Lyssy PLLC
Page 7 of 76200 Savoy Dr. Suite 132
Houston, TX 77036
United States
Phone: 7133359585
Invoice # 539
Date: 04/26/2021
Due On: 05/26/2021
Carolyn Clark
00940-Clark
Carolyn Clark Irrevocable Living Trust
Services
Type Date Notes Quantity Rate Total
Service 10/21/2020 ATTY CML: Review Wilkinson's Notice of Removal. 0.25 $350.00 $87.50
Service 10/22/2020 Fiduciary CML: Receipt and review of homeowners’ insurance policy on N 0.25 $125.00 $31.25
Thompson.
Service 10/22/2020 Fiduciary CML: Receipt and review of statement ending 9/30 for account 0.25 $125.00 $31.25
5768.
Service 10/22/2020 Fiduciary CML: Receipt and review of statement ending 9/30 for account 0.25 $125.00 $31.25
2441.
Service 10/25/2020 Atty NBD: Rec and rev Removal pleadings and i/o memo re: Guardino 0.25 $350.00 $87.50
allegations
Service 10/29/2020 Fiduciary NBD: Rec and rev 10-20-20 Insurance stmt & renewal 0.25 $125.00 $31.25
declarations for 2711 Bay Laurel Ln
Service 11/04/2020 TCH Legal Assistant: rev'd notice from DeShazo Ins agency that 0.25 $75.00 $18.75
inspector was denied access to N. Thompson property; detailed memo to
NBD re same
Service 11/04/2020 Fiduciary NBD: conf w/ TCH re inspector for N. Thompson property 0.25 $125.00 $31.25
Service 11/05/2020 ATTY CML: Conference with Mr. Earl re remand. 0.25 $350.00 $87.50
Service 11/05/2020 ATTY CML: Review and approve Certificate of Interested Persons. 0.25 $350.00 $87.50
Service 11/05/2020 TCH Legal Assistant: corr with Abbie at DeShazo re inspector's needs 0.25 $75.00 $18.75
and scheduling; corr w/ Diane Clark re same
Service 11/05/2020 Atty NBD: atin to certificate of interested persons 0.25 $350.00 $87.50
Page 1 of 5 iService
Service
Service
Service
Service
Service
Service
Service
Service
Service
11/09/2020
11/10/2020
11/12/2020
41/12/2020
11/30/2020
11/30/2020
11/30/2020
11/30/2020
12/07/2020
42/08/2020
12/08/2020
12/10/2020
12/21/2020
12/21/2020
12/22/2020
12/29/2020
12/29/2020
01/15/2021
01/18/2021
Atty NBD: Rec and rev 11-3-20 Notice of cancellation re: DeShazo Ins on
2311 N Thompson property, instruct TCH to f/u with DeShazo
TCH Legal Assistant: ffu corr to Abbie @ DeShazo re no communication
from inspector re return to N. Thompson property and concerns over
cancellation notice
Fiduclary CML: Prepare letter to MCAD.
Paralegal BIG: attn to Montgomery Central Appraisal District Itr &
forwarded same
Fiduciary CML: Receipt and review of statement for account ending 2441.
Fiduciary CML: Receipt and review of statement ending 5768,
ATTY CML: Receipt and review of Geoff Sansom's engagement letter for
tepresentation in federal court.
BIG Paralegal: Prep'd corresp to Sansom in
a
Fiduciary TCH: rev'd corr from DeShazo Insurance re cancellation of
policy from carrier for N. Thompson due to condition of home with options
of alternative coverage; sent response to inquire about same; fwd same
to NBD and CML for review
TCH Legal Assistant: cont'd corr with DeShazo re N. Thompson
coverage; i/o conf with CML re options; attn to instructions to from CML:
contacted State Farm re policy renewal, received confirmation that it
could be written, tel call to Erickson at State Farm to process payment;
corr to DeShezo to notify of Siate Farm renewal and to please slop
looking into Texas Fair Plan and other options
TCH Legal Assistant: received renewal for FEMA insurance for N.
Thompson property; email corr to Erickson at State Farm re renewing
with same payment as insurance policy renewal
TCH Legal Assistant: rev'd receipts for payment and declaration pages for
N. Thompson rental dwelling and FEMA policies; verified amounts and
saved to file.
rev'd response re refund for unused portion of DeShazo policy and
estimated time window to receive same
ATTY CML: Send Mr. Earl insurance info.
TCH Legal Assistant: confirmed and forwarded policy information for N.
Thompson per CML request
TCH Legal Assistant: rev'd balance due notice from State Farm re N,
Thompson St. property; prep'd payment for same; fwd same to NBD to
finalize
TCH Legal Assistant: rcv'd refund from Homeowners of America; prep'd
itr encl deposit to Wells Fargo
TCH Legal Assistant: rev'd notice of cancellation from State Farm re Bay
Laurel property; corr to State Farm agent confirming property being sold
Atty NBD: Atin to corr with Counsel re: status conference; tel conf with
attorney in preparation for same
Fiduciary CML: Receipt and review of December statement for account
ending 2441.
Page 2 of 5
0.50
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0.50
0.25
$350.00
$75.00
$125.00
$110.00
$125.00
$125.00
$350.00
$110.00
$90.00
$75.00
$75.00
$75.00
$350.00
$75.00
$75.00
$75.00
$75.00
$350.00
$125.00
$87.50
$18.75
$31.25
$27.50
$31.25
$31.25
$87.50
$27.50
$22.50
$37.50
$18.75
$18.75
$87.50
$18.75
$18.75
$18.75
$18.75
$175.00
$31.25Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
Service
01/18/2021
01/26/2021
01/27/2021
01/27/2021
01/29/2021
02/02/2021
02/09/2021
02/10/2021
02/10/2021
02/11/2021
02/11/2021
02/11/2021
02/11/2021
02/22/2021
03/01/2021
03/09/2021
03/09/2021
03/17/2021
04/06/2021
04/12/2021
04/15/2021
04/15/2021
Fiduciary CML: Receipt and review of December statement ending 5768.
Fiduciary NBD: rev'd Fema policy renewal re Bay Laure! property; instruc
TCH to contact and f/u with Erickson at State Farm re all policy
cancellations for Bay Laurel property
TCH Legal Assistant: attn to instructions; detailed email corr to Erickson
fe unanswered emails from 12/28/20 and recent policy renewal
notification for Bay Laurel property, reiterated that all should be canceled
as of property sold date 8/21/20,
Fiduciary CML: Pay property taxes.
ATTY GML: Receipt and review of Initial Disclosures.
ATTY CML: Receipt and review of Docket Control Order.
Fiduciary TCH: further corr to Erickson at State Farm confirming no
further action needed re Bay Laurel FEMA policy renewal notices and that
homeowners policy for same property is showing as cancelled and no
further action required
Fiduciary NBD: rev'd and reviewed Wells Fargo stmt ending 1-31-21 for
accts ending 5768 and 2441
ATTY CML: Receipt of email announcing case remanded back to state
court.
Fiduciary TCH: prep'd ltr and pymt to Geoffrey Sansom for CML review
and finalization
al”
Fiduciary CML: Receipt of letter from Homeowners of America declining
to renew policy.
Fiduciary CML; Receipt of flood renewal.
Fiduciary NBD: rev'd and reviewed 2020 Consolidated Forms 1099 for
Wells Fargo Accounts x2441 and x5768
Fiduciary TCH; rev'd State Farm Acknowledgment of Cancellation for Bay
Laurel; email corr to agent re return of premium
Fiduciary CML: Receipt and review of correspondence from FEMA,
regarding flood insurance.
Fiduciary CML: Receipt of Correspondence cancelling State Farm policy.
Fiduciary NBD: revd and reviewed Feb 2021 Wells Fargo Snap Shot acct
end 2441 and acct end 5768
Fiduciary NBD: revd and reviewed 2021 Property tax appraisal for N.
Thompson
ATTY CML: Receipt and review of Guardinos’ Supplemental Claim and
Answer.
ATTY CML; Receipt and review of Notice of Hearing on Motion to Dismiss
Under Citizens Participation Act.
ATTY CML: Receipt and review of Motion to Dismiss Under Texas
Citizens' Participation Act.
Page 3 of 5
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0.25
0,25
0.26
$125.00
$125.00
$75.00
$125.00
$350.00
$350.00
$75.00
$125.00
$350.00
$75.00
$110.00
$125.00
$125.00
$125.00
$75.00
$125.00
$125.00
$125.00
$125.00
$350.00
$350.00
$350.00
$31.25
$31.25
$18.75
$31.25
$87.50
$87.50
$18.75
$31.25
$87.50
$18.75
$27.50
$31.25
$31.25
$31.25
$18.75
$31.25
$31.25
$31.25
$31.25
$87.50
$87.50
$87.50Service
04/15/2021
Fiduciary NBD: rev'd and reviewed Wells Fargo x2441 & x5768 March 0.25 $125.00
2021 snapshots
Service 04/16/2021 ATTY CML: Attend hearing on Application for Partial Distribution. 0.25 $350.00
Service 04/19/2021 ATTY CML: Download 1099. 0.25 $350.00
Service 04/20/2021 ATTY CML: Email with Mr. Earl's office re which stocks to liquidate. 0.25 $350.00
Service 04/20/2021 Atty NBD: atin to distribution order and method of distribution to 0.25 $350.00
beneficiary
Service 04/22/2021 Fiduciary TCH: flu corr to State Farm agent re non receipt of Bay Laurel 0.25 $75.00
refund
Services Subtotal
Expenses
Type Date Notes Quantity Rate
Expense 11/12/2020 FedEx: FedEx for Itr to Wells Fargo encl proceeds for deposit 1,00 $23.17
Expense 11/12/2020 Postage: postage expense for Itr to Montgomery CAD 1.00 $0.50
Expense 12/22/2020 Court Appointment Copy: Itr encl pymt to State Farm and envelope 4.00 $0.15
Expense 12/22/2020 Postage: postage expense for pymt to State Farm 1,00 $0.50
Expense 12/29/2020 Court Appointment Copy: copy expense for Homeowners of America 4,00 $0.15
refund Itr to Wells Fargo and envelope
Expense 12/29/2020 Postage: postage expense for itr to Wells Fargo encl deposit 1,00 $0.50
Expense 02/10/2021 Court Appointment Copy: copy expense for Wells Fargo stmts ending 24.00 $0.15
1-31-21 for accounts x5768 and x2441
Expense 02/11/2021 Court Appointment Copy: copy expense for Sansom invoice, Itr encl pymt 4.00 $0.15
and envelope
Expense 02/11/2021 Postage: postage expense for Itr enc! pymt to Sansom 1,00 $0.51
Expense 02/22/2021 Court Appointment Copy: copy expense for Wells Fargo 2020 32.00 $0.15
Consolidated Forms 1099 Accounts x5768 and x2441
Expense 03/01/2021 Court Appointment Copy: copy expense for State Farm 1.00 $0.15
Acknowledgement of Cancellation (Bay Laurel)
Expense 03/17/2021 Court Appointment Copy: copy expense for Wells Fargo x2441and x5768 22.00 $0.15
Feb 2021 Snap Shot
Expense 04/06/2021 Court Appointment Copy: copy expense for 2021 N. Thompson property 8.00 $0.15
tax appraisal
Expense 04/15/2021 Court Appointment Copy: copy expense for Wells Fargo x2441 & x5768 22.00 $0.15
March 2021 Snapshots
Expenses Subtotal
Time Keeper Quantity
Nicole Davis 15 $350.00
Page 4 of 5
$31.25
$87.50
$87.50
$87.50
$87.50
$18.75
$2,811.25
Total
$23.17
$0.50
$0.60
$0.50
$0.60
$0.50
$3.60
$0.60
$0.51
$4.80
$0.15
$3.30
$1.20
$3.30
$43.33
Total
$525.00Nicole Davis
Courtney Lyssy
Courtney Lyssy
Betsy Garcia
Betsy Garcia
Monica Martinez
Monica Martinez
Monica Martinez
Detailed Statement of Account
Other Invoices
Invoice Number Due On Amount Due
118 11/19/2020 $11,094.12
Current Invoice
Invoice Number Due On Amount Due
539 05/26/2021 $2,854.58
Please make all payments payable to: Davis & Lyssy PLLC
Page 5 of 5
1.75
35
3.25
0.75
1.25
0.25
0,25
2.75
$125.00
$350.00
$125.00
$110.00
$75.00
$125.00
$90.00
$75.00
Subtotal
Total
Payments Received
$0.00
Payments Received
$0.00
Outstanding Balance
Amount in Trust
Total Amount Outstanding
$218.75
$1,225.00
$406.25
$82.50
$93,75
$31.25
$22.50
$206.25
$2,854.58
$2,854.58
Balance Due
$11,094.12
Balance Due
$2,854.58
$13,948.70
$0.00
$13,948.70ATTORNEY FEE AFFIDAVIT
SAS EEE AFFIDAVIT
THE STATE OF TEXAS §
§
COUNTY OF HARRIS §
BEFORE ME, the undersigned authority, on this day personally appeared the A ffiant,
COURTNEY M. LYSSY, who after being duly swom, does state:
1:
Lyssy, PLLC, on this 27" day of April, 2021.
Tam a duly licensed and practicing attorney with offices in Houston, Harris County, Texas,
I have practiced in the areas of Probate and guardianship law since 2012 and have been
licensed to practice law since 2007;
and timely performed on behalf of the Carolyn Clark Irrevocable Living Trust U/T/A July
28, 2017;
that all legal fees and services in the attached Statement were rendered only on behalf of the
Carolyn Clark Irrevocable Living Trust U/T/A July 28, 201 Ts
that only fees and expenses covering the period of January 7, 2020 through April 22, 2021
for the total sum of $ 13,948.70 are herein submitted;
that all just and legal offsets, payments, and credits known to Affiant have been allowed and
are reflected in the attached statement of fees;
that all fees and expenses submitted are reasonable and were necessary for the proper
administration of this guardianship estate;
that any fees and expenses of legal assistants were done under the direction and supervision
of an attorney;
that Affiant has made and Presented this application and affidavit to the Court with approval
of the estate representative as evidenced by the signature affixed to the application or the
purpose of obtaining court review and approval of such fees and expenses and their payment.
Cin
COURTNEY M. LYSSW, Affiant
SWORN TO AND SUBSCRIBED BEFORE ME by said Courtney M. Lyssy of Dayi
BETSY |. GARCIA
<¢ Notary Public, State of Texas| EX
=
e Comm. Expires 04-29-2024 APPLICATION FOR PAYMENT OF
Notary 1D 10453001 INTERIM FEES
mS PAGE3ATTORNEY FEE AFFIDAVIT
ELK AFFIDAVIT
THE STATE OF TEXAS
COUNTY OF HARRIS §
BEFORE ME, the undersigned authority, on this day personally appeared Affiant, NICOLE
B. DAVIS, who after being duly sworn, does state:
i that Affiant is a duly licensed and Practicing attorney with offices in Houston, Harris
County, Texas. Affiant was admitted to the State Bar of Texas in November 2001 , and has
18 years’ experience;
2. that A ffiant has performed the legal services or has supervised the performance of. fiduciary
services which are described in detail and are attached to the application and/or claim for
payment of attorney fees and expenses filed herein and states that such services were
Properly and timely performed on behalf of the Carolyn Clark Irrevocable Living Trust
U/T/A July 28, 2017;
35 that all legal fees and services in the attached statement were rendered only on behalf of
the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 2017;
4. that only fees and expenses covering the period of January 7, 2020 through April 22, 2021
for the total sum of $13,948.70 are herein submitted;
5. that all just and legal offsets, payments, and credits known to Affiant have been allowed
and are reflected in the attached statement of fees;
6. that all fees and expenses submitted are reasonable and were necessary for the proper
administration of this guardianship estate;
Te that any fees and expenses of legal assistants were done under the direction and supervision
of an attorney;
8. that Affiant has made and presented this application and affidavit to the Court with
approval of the estate Tepresentative as evidenced by the signature affixed to the application
or the purpose of obtaining court review and approval of such fees and expenses and their
ayment. : , —_
— —t. ~~ d
NICOLE B. DAVIS, Affiant
SWORN TO AND SUBSCRIBED BEFORE ME by said Nicole B. Davis, of Davis &
PLLC, on this 27" day of April 2021. ae
tary” =o of Te
BETSY |. GARCIA
lotary Public, State of Texas
Comm. Expires 04-29-2024
Notary 1D 10453001
APPLICATION FOR PAYMENT OF
INTERIM FEES
PAGES
Preview
22-07-09262 CAUSE NO, 19-06-07875 IN RE THE CAROLYN S. CLARK § IN THE DISTRICT COURT OF § IRREVOCABLE LIVING TRUST § MONTGOMERY COUNTY, TEXAS § U/T/A JULY 28, 2017 § 457™ JUDICIAL DISTRICT APPLICATION FOR AUTHORITY TO PAY APPOINTEE FEES AND EXPENSES FOR THE PERIOD OF JANUARY 7, 2020 THROUGH APRIL 22, 2021 TO COUNTY COURT AT LAW NO. 2: COMES NOW Nicole B. Davis and Courtney M. Lyssy as Co-Trustees for the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 2017 (hereinafter “Co-Trustees”), and would respectfully show the Court the following: it Nicole B. Davis and Courtney M. Lyssy were appointed Co-Trustees for the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 2017 on July 29, 2019 by this Court. The Order appointing Co-Trustees mandates that they seek Court approval for all expenditures except that they may pay the expenditures that a dependent administrator could pay without Court approval. Dr Co-Trustees have rendered interim legal and fiduciary services as Co-Trustees covering the period from January 7, 2020 through April 22, 2021, in the amount of $13,486.25 and have incurred expenses in the amount of $462.45 for a total sum of $13,948.70. 3 These fees and expenses which were necessary and reasonable and performed in fulfilling the fiduciary duties and responsibilities of the Co-Trustees. 4. Such legal services, fiduciary services and expenses are more particularly described on Exhibits A & B_which are attached hereto and incorporated herein by reference. 5. The affidavits of Co-Trustees, Courtney M. Lyssy and Nicole B. Davis, with regard to such fees and expenses is attached hereto as Exhibit C & D. APPLICATION FOR PAYMENT OF INTERIM FEES PAGE!6. There are sufficient funds on hand to pay the interim fees requested by Co-Trustees. WHEREFORE, PREMISES CONSIDERED, Co-Trustees pray that this Court, after review and consideration, enter an Order: a. approving the fees and expenses incurred by Co-Trustees for services in the total sum of $13,948.70; and b. granting all other and further relief at law or in equity to which Co-Trustees may show themselves justly entitled. Respectfully submitted, a... Co-Trustee for the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 2017 APPROVED: DAVIS & LYSSY PLLC py: Cm Courtney Lyssy State Bar No. 24060271 courtney@davislyssy.com Nicole B. Davis State Bar No. 24031730 nikki@davislyssy.com 6200 Savoy Dr., Suite 132 Houston, Texas 77036 Phone: (713) 335-9585 Fax: (713) 335-9586 Attorneys for Co-Trustees ‘APPLICATION FOR PAYMENT OF INTERIM FEES PAGE26200 Savoy Dr. Suite 132 Houston. TX 77036 United Siates Phone: 7133359585, Invoice # 118 Date: 10/20/2020 Due On: 11/19/2020 Carolyn Clark 00940-Clark Carolyn Clark Irrevocable Living Trust Services Type Date Notes Quantity Rate Total Service 01/07/2020 Paralegal BIG: Recv'd inets from CML, attn to services of Intervention & 0.25 $110.00 $27.60 info to her re same Service 01/07/2020 Attorney CML: Emails with Steven Earl re Service of process on Carolyn 0.25 $350.00 $87.50 Clark. Service 01/10/2020 Fiduciary CML: Reconcile bank statements to determine if we have 0.60 $125.00 $62.50 enough to pay property taxes. Service 01/10/2020 Legal Assistant TCH: attn to property taxes; researched stmts for Bay 0.75 $75.00 $56.25 Laurel Ln and N. Thompson St Properties; /o meeting with CML re account stmis and balances Service 01/14/2020 Legal Assistant TCH: i/o Meeting with CML re access to Wells Fargo 0.50 $75.00 $37.50 accounts; tel call to Wells Fargo re same Service 01/14/2020 NBD Fiduciary: rcv'd statements for Wells Fargo accounts ending 5768 0.25 $125.00 $31.25 and 2441 Service 01/15/2020 Fiduciary CML: Emails with Mr. Earl re need to liquidate stock to pay 0.25 $12500 $31.25 expenses. Service 01/20/2020 Attorney CML: Conference with Ms. Davis repare Rule 11. 0.50 $350.00 $175.00 Service 01/22/2020 Paralegal BIG: TC from Heather Scott re signature to Mot for 0.25 $110.00 $27.50 Continuance; advised CML; insts re Mr. Earl signing with permission; rc to Heather Scott to advise Service 01/23/2020 Fiduciary CML: Work on liquidating stock. 0.25 $125.00 $31.25 Service 01/23/2020 Fiduciary CML: review Motion to Continue 0.25 $125.00 $31.25 EXHIBIT Page 1 of 7 iService Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service 01/24/2020 01/27/2020 01/27/2020 01/27/2020 01/29/2020 01/29/2020 01/30/2020 02/04/2020 02/06/2020 02/10/2020 02/10/2020 02/11/2020 02/11/2020 02/12/2020 02/12/2020 02/13/2020 02/17/2020 02/18/2020 02/25/2020 02/26/2020 02/26/2020 03/02/2020 03/02/2020 03/09/2020 03/09/2020 Fiduciary CML: Telephone conference with investment broker. Fiduciary CML: Call with investment advisor. Attorney CML: Evaluate distribution request. Paralegal BIG: Attn to Clerk's index re services, completed requests forms for access to docs; notes re ‘services thus far Fiduciary CML: i/o meeting w/ TCH re funds in Trust account and to pay Property taxes online Legal Assistant TCH: attn to Property taxes; paid N. Thompson and Bay Laure! taxes online via echeck per instructions NBD Fiduciary: rev'd and rev'd Wells Fargo Executive Summary (acct ending 2441) for time period ending 12/31/19 NBD Fiduciary: rev'd confirmation trade sold 1/24/20 acct ending 5768 NBD Fiduciary: rev'd 2019 Consolidated 1099 forms from Wells Fargo Paralegal BIG: Rev'd clerk's index, returns of service & USPS tracking for all services, detailed notes to NBD & CML re same Attorney CML: Follow up on service of Process. Paralegal BIG: Attn to Not of Hearing by Submission on Winstead's Mot to W/Draw & cal'd same NBD Fiduciary: rev'd 1-1-20 through 1-31-20 stmts for accts ending 5768 and 2441 Attorney CML: Emails tegarding other resources available. Attorney NBD: prep'd A&O for Reimbursement Paralegal BIG: finalized A&O for Reimbursement; e-filed Attorney CML: Review jeter requesting a distribution. Review trust. Prepare correspondence to Mr. Earl regarding request for distribution. Paralegal BIG: prep'd f/u Corresp to court re pending A&O's NBD Fiduciary: rev'd Wells Fargo Consolidated 1099 Forms for acct ending 2441, FEMA Declarations Page for Bay Laurel and N. Thompson Properties Attorney NBD: review, revise and finalize Ltr to Earl requesting submission of budget; review corr re: tax return filing Attorney CML: Calculate total distributions, Prepare Waivers of Notice and Citation for Kevin Clark and Carolyn Clark. Prepare email to counsel re missing items for tax return. Paralegal BIG: Attn to Clerk's index re signed Order on Reimbursement and/or fees (not signed) Paralegal MM: Received Hearing request on Application for Reimbursement for Judge Laird, Montgomery County Court no.2; Calendared date and time. Fiduciary CML: Gather documents for CPA. Fiduciary CML: Receipt and review of email from CPA requesting Page 2 of 7 0.25 0.25 0.75 0.50 0.25 0.25 0.25 0.25 0.25 0.50 0.25 0.25 0.25 0.25 0.50 0.25 1.25 0.25 0.25 0.50 1.00 0.25 $125.00 $125.00 $350.00 $110.00 $125.00 $75.00 $125.00 $125.00 $125.00 $110.00 $350.00 $110.00 $125.00 $350.00 $350.00 $110.00 $350.00 $110.00 $125.00 $350.00 $350.00 $110.00 $110.00 $125.00 $125.00 $31.25 $31.25 $262.50 $55.00 $31.25 $18.75 $31.25 $31.25 $31.25 $55.00 $87.50 $27.50 $31.25 $87.50 $175.00 $27.50 $437.50 $27.50 $31.25 $175.00 $350.00 $27.50 $27.50 $62.50 $31.25Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service 03/16/2020 03/20/2020 04/03/2020 04/06/2020 04/13/2020 04/15/2020 04/16/2020 04/21/2020 04/24/2020 04/24/2020 04/27/2020 04/28/2020 05/08/2020 05/08/2020 05/18/2020 06/27/2020 05/28/2020 05/28/2020 06/01/2020 06/02/2020 06/03/2020 additional info regarding trust for preparation of tax return. Fiduciary CML: Correspond with CPA's office. Fiduciary CML: Obtain Carolyn’s social and provide to the CPA. Paralegal MM: Took call and email 2113 N Thompson. Forwarded to NBD and CL. Attorney CML: Review beneficiary's request to repair hot water heater. Review trust and outline response ice on issues at property, Fiduciary CML: Review notification of shareholders’ meeting for Duke Energy. NBD Fiduciary: Receipt and review of Wells Fargo Trust account Statement for 3-1-20 - 3-31-20. ‘ory one x) Atty NBD: Received & reviewed fax from Court Providing Zoom hearing information Attorney NBD: Preparation for and attond hearing ATTY CML: Prepare for and atiend hearing Fiduciary BIG: recv'd Not of Filing of Ear's Mot for Partial Summary Judgment, saved to file; recv'd Not of Filing of Earl's Second Amended Designation of Experts, saved to file, recv'd Not of Filing of proposed order on Mot for Partial Summary Judgment, saved to file; recv'd Not of Filing of Not of Submission, saved to file Paralegal BIG: recv'd multiple filings & insts from NBD & CML; saved all to file & revised calendar to reflect new submission hearing date on Plaintiff's Mot to Strike and revised calendar to reflect new hearing date on Plaintiff's Mot for Summary Judgment Attorney NBD: Received & rev'd Reply in Support of Plaintiff's Mot to Strike Attorney NBD: received & rev'd Wilkinson's & Guardino's Response to MESu, proposed Judgment, Mot to Continue setting for submission on MFS\, Not of Submission on Defendants’ Mot to Continue Attorney NBD: rec'd & rev'd Flitsch’s Reply in Support of Plaintiffs Motion for Partial Summary Judgment Paralegal BIG: Attn to service of Dec Action & info re same to NBD & CML Attorney CML: Review correspondence requesting distribution. Attorney NBD: Review correspondence from Clark's counsel requesting distribution. Paralegal BIG: rev'd clerk's index re transfer; rev'd Dist Ct website for Staff & other info, prep'd corresp to Mona, Court coordinator re no notice tecv'd by NBD & CML & if filing/notice required and inquired as to procedure for atty fees be be addressed, rec'd response from Mona, bank & forth communications re notices, fee applic’s & updating info Attorney CML: Call with Mr. Earl re distribution request. Attorney CML: Receipt and review of K1. Page 3 of 7 0.25 0.25 0.25 0.75 0.25 0.25 0.50 0.25 0.50 0.50 0.25 0,25 0.25 0.75 0.25 0.50 0.25 0.25 0.50 0.25 0.25 $125.00 $125.00 $110.00 $350.00 $125.00 $125.00 $350.00 $350.00 $350.00 $350.00 $110.00 $110.00 $350.00 $350.00 $350.00 $110.00 $350.00 $350.00 $110.00 $350.00 $350.00 $31.25 $31.25 $27.50 $262.50 $31.25 $31.25 $175.00 $87.50 $175.00 $175.00 $27.50 $27.50 $87.50 $262.50 $87.50 $55.00 $87.50 $87.50 $55.00 $87.50 $87.50Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service 06/04/2020 06/04/2020 06/04/2020 06/08/2020 06/11/2020 06/12/2020 06/15/2020 06/17/2020 06/17/2020 06/18/2020 06/18/2020 06/19/2020 06/23/2020 06/25/2020 06/29/2020 06/29/2020 06/29/2020 07/02/2020 07/06/2020 07/14/2020 07/16/2020 07/16/2020 07/17/2020 07/27/2020 07/27/2020 07/27/2020 07/28/2020 07/30/2020 07/30/2020 Attorney CML; Evaluate distribution request from Ms. Clark. Email stock broker. Paralegal BIG: E-Filed Waiver of Kevin Clark re intervention & Pet for Declaratory Judgment Attorney CML: Receipt and review of trust tax return. Fiduciary CML: Call with broker re liquidating stock. Fiduciary CML: Make distribution to Ms. Clark. Attorney CML: Email with Mr. Ear!'s office re Waiver for Carolyn. Paralegal BIG: Prep’d Itr to Steven Earl encl distribution for Carolyn Clark Fiduciary CML: Review May statement account ending in 2441. Paralegal BIG: Corresp w/ court re Fees, insts re hearing by submission Attorney NBD: Prep'd Not of Hearing by Submission on Fees Paralegal BIG: finalized Not of Hearing & E-flied same w/ notice to all parties Fiduciary CML: Call from Wells Fargo regarding account. Fiduciary CML: Check on status of insurance. Attorney CML: Call with Ms. Clark and Mr. Earl re sale of trust property. Fiduciary CML: Emails regarding brokerage account. Emails with realtor for trust property on Bay Laurel. Fiduciary CML: Review correspondence from Wells Fargo re Emerging Markets Equity Fund. Fiduciary CML: Review correspondence from Wells Fargo re Financial Square Treasury Instruments. Attorney CML: Sign listing agreement. Attorney NBD: Review and execute Real Estate listing documents Attorney NBD: rec and rev. Wilkinson's Responses to RFP Fiduciary CML: Call with investment advisor re raising cash. Paralegal BIG: Attn to signed order for fees & estate acct for pymt same Attorney NBD: rec'd & rev'd signed Order for Additional Briefing Attorney CML: Review and sign seller's disclosure. Attorney NBD: Review and sign seller's disclosure. ATTY CML: review Resp Motion for Clarification Attorney NBD: Rec'd & rev'd Defendant's Response to and Mot for Clarification of Court's Order of May 13, 2020 and July 14, 2020 and Plaintiffs Brief Regarding the Impact of the Order Striking Pleadings Fiduciary CML: Receipt of trade confirmation NBD Fiduciary: rev and execute MLS listing and update corr from Agent re offers Page 4 of 7 0.50 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 1.00 0.50 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.50 1.00 0.25 0.25 $350.00 $110.00 $350.00 $125.00 $125.00 $350.00 $110.00 $125.00 $110.00 $350.00 $110.00 $125.00 $125.00 $350.00 $125.00 $125.00 $125.00 $350.00 $350.00 $350.00 $125.00 $110.00 $350.00 $350.00 $350.00 $350.00 $350.00 $125.00 $125.00 $175.00 $27.50 $87.50 $31.25 $31.25 $87.50 $27.50 $31.25 $27.50 $87.50 $27.50 $31.25 $31.25 $350.00 $62.50 $31.25 $31.25 $87.50 $87.50 $87.50 $31.25 $27.50 $87.50 $87.50 $87.50 $175.00 $350.00 $31.25 $31.25Service Service Service Service 07/31/2020 08/03/2020 08/04/2020 08/04/2020 08/04/2020 08/08/2020 08/08/2020 08/14/2020 08/16/2020 08/21/2020 08/21/2020 08/21/2020 08/27/2020 08/27/2020 09/01/2020 09/01/2020 09/03/2020 09/03/2020 09/03/2020 09/03/2020 09/08/2020 09/08/2020 Attorney NBD: rev and execute real estate contract Attorney CML: rec and rev contract and related real estate sales docs; Receipt of earnest money receipt. NBD Fiduciary: rev'd Flato, Williams and Patterson invoice for prep of 2019 Form 1041, US Income and Tax Returns for Estates and Trust; issued pymt for same Legal Assistant TCH: prep’d Itr to Flato, Williams and Patterson to encl pymt coupon for invoice 57010 and check for same Attorney NBD: Rec'd & rev'd Defendant's Reply; rec and rev. Plaintiffs Reply to Wilkinson's and Guardino's Reply to Plaintiff's Response Attorney NBD: rec and rev. corr from realtor; rev and execute Amendment for repair credit Attorney CML: rec and rev. corr from realtor; rev and execute Amendment for repair credit Attorney NBD: corr w/ agent re closing Fiduciary CML: Receipt and review of statements for account 2441 and 5768 for period ending July 30. Altomey CML: Call with Mr. Earl re legal authority for distribution. Attorney CML: Review and sign closing documents. Attorney NBD: review and execute closing docs; attn to tax id; conf w/ Co- Trustee re: requested distributions from Ms. Clark for sale proceeds and alty fees NBD Fiduciary: rev'd State Farm renewal certificate for N. Thompson St property; instruct TCH to contac! DeShazo for rate comparison Legal Assistant TCH: attn to instructions; contacted DeShazo Insurance agency for new quote on N. Thompson St. property Attorney CML: Prepare letter to Wells Fargo to deposit house proceeds. Paralegal BIG: Finalized itr to Wells Fargo, attn to closing docs & check & prep'd fed ex encl funds & forwarded Attorney CML: Review email regarding receipt of house proceeds by investment advisor. Coordinate call with investment advisor. Attorney CML: Telephone conference with investment advisor on recommendations for house proceeds. Attorney CML: Conference with Ms. Davis (aaammmimtineaioae Attorney CML: Authorize Wells Fargo to place $78,000 into money market and remainder into Core American Conservative Growth. Legal Assistant TCH: rcv'd quote from DeShazo Insurance re N Thompson property; i/o meeting w/ NBD re same; rcv‘d instructions to move forward with quote to retain policy; email same to DeShazo and inquired about starting policy on October 7th (end of current policy) NBD Fiduciary: i/o meeting w/TCH re insurance quote for N Thompson property from DeShazo; compared new quote to current policy renewal; instruct TCH to move forward w/ DeShazo Page 5 of 7 0.25 0.25 0.25 0.25 0.50 0.25 0.25 0.25 0.25 0.25 0.25 $350.00 $350.00 $125.00 $75.00 $350.00 $350.00 $350.00 $350.00 $125.00 $350.00 $350.00 $350.00 $125.00 $75.00 $350.00 $110.00 $350.00 $350.00 $350.00 $350.00 $75.00 $125.00 $87.50 $87.50 $87.50 $37.50 $31.25Service 09/10/2020 Service 09/15/2020 Service 09/15/2020 Service 09/16/2020 Service 09/16/2020 Service 09/20/2020 Service 09/20/2020 Service 09/20/2020 Service 09/20/2020 Service 09/20/2020 Service 09/29/2020 Service 10/01/2020 Service 10/01/2020 Service 10/06/2020 Service 10/07/2020 Service 10/12/2020 Service 10/13/2020 Expenses Type Date Expense 12/31/2019 Expense 01/27/2020 Expense 02/12/2020 Expense 02/12/2020 Expense 02/28/2020 Expense 08/04/2020 Attorney CML: Receipt and review of docket control order. Attorney CML: Approve title company sending closing statement to Ms. Clark's attorneys Fiduciary CML: Review Wells Fargo letter re purchase. Attorney CML: Conference with Ms. Ov: Fiduciary CML: Receipt and review of Pimco and John Hancock prospectus. Fiduciary CML: Receipt and review of American Funds prospectus. Fiduciary CML: Receipt and review of of bank statement account 4037-2441. Fiduciary CML: Receipt and review of statement ending 5768. ATTY CML: Review September 3 letter from Steven Earl. ATTY CML: Review Third Amended Petition; Motion for Disbursement. NBD Fiduciary: issued pymt to DeShazo Insurance agency for N. Thompson St. property Policy; instruct TCH to confirm cancellation of former State Farm policy and to forward check to DeShazo Legal Assistant TCH: attn to instructions; forwarded pymt to DeShazo Insurance Agency for N. Thompson St. policy: corr to Erickson Sullivan w/ State Farm re non-renewal of former policy Legal Assistant TCH: rcv'd Welcome Package, declarations page and receipt of pymt from DeShazo Insurance Agency re the N. Thompson St. Property; forwarded same to NBD and saved to file Paralegal MM: Attn to entries of DCO Atty NBD: Revise and execute insurance application for renewal TCH Legal Assistant: atin to questions from NBD re HOAIC application; email corr to Abbie @ DeShazo re updating NBD's email address and co- applicant signature 0.25 0.25 0.25 0.25 0.25 $350.00 $350.00 $125.00 $350.00 $350.00 $125.00 $125.00 $125.00 $125.00 $350.00 $350.00 $125.00 $75.00 $75.00 $110.00 $350.00 $75.00 Services Subtotal Notes E-file: Payment for the citations. copy expense fee for MCTX case detail doc copy expense App for Reimbursement of Funds word doc copy expense for Proposed Order App Reimbursement of Funds Copy/prinvscanifax for numerous pleadings Previously filed by all counsel in estate & trust matters Copy fees for pymt to Flato,Williams and Patterson and pymt envelope Page 6 of 7 Quantity 1.00 6.00 5.00 1.00 1.00 2.00 Rate $57.62 $0.25 $0.25 $0.25 $356.00 $0.25 $87.50 $87.50 $31.25 $350.00 $350.00 $31.25 $31.25 $31.25 $31.25 $87.50 $175.00 $31.25 $18.75 $18.75 $27.50 $87.50 $18.75 $10,675.00 Total $57.62 $1.50 $1.25 $0.25 $356.00 $0.50Expense 08/04/2020 Postage: postage expense for pymt to Flato, Williams and Patterson 1.00 $0.50 $0.50 Expense 10/07/2020 Print/ copy/ scan of DCO 6.00 $0.25 $1.50 Expenses Subtotal $419.12 Nicole Davis 9.0 $350.00 $3,150.00 Nicole Davis 3.0 $125.00 $375.00 Courtney Lyssy 15.0 $350.00 $5,250.00 Courtney Lyssy 7.75 $125.00 $968.75 Betsy Garcia 5.5 $110.00 $605.00 Betsy Garcia 25 $75.00 $187.50 Monica Martinez 0.75 $110.00 $82.50 Monica Martinez 0.75 $75.00 $56.25 Subtotal $11,094.12 Total $11,094.12 Detailed Statement of Account Current Invoice 118 11/19/2020 $11,094.12 $0.00 $11,094.12 Outstanding Balance $11,094.12 Amount in Trust $0.00 Total Amount Outstanding $11,094.12 Please make all payments payable to: Davis & Lyssy PLLC Page 7 of 76200 Savoy Dr. Suite 132 Houston, TX 77036 United States Phone: 7133359585 Invoice # 539 Date: 04/26/2021 Due On: 05/26/2021 Carolyn Clark 00940-Clark Carolyn Clark Irrevocable Living Trust Services Type Date Notes Quantity Rate Total Service 10/21/2020 ATTY CML: Review Wilkinson's Notice of Removal. 0.25 $350.00 $87.50 Service 10/22/2020 Fiduciary CML: Receipt and review of homeowners’ insurance policy on N 0.25 $125.00 $31.25 Thompson. Service 10/22/2020 Fiduciary CML: Receipt and review of statement ending 9/30 for account 0.25 $125.00 $31.25 5768. Service 10/22/2020 Fiduciary CML: Receipt and review of statement ending 9/30 for account 0.25 $125.00 $31.25 2441. Service 10/25/2020 Atty NBD: Rec and rev Removal pleadings and i/o memo re: Guardino 0.25 $350.00 $87.50 allegations Service 10/29/2020 Fiduciary NBD: Rec and rev 10-20-20 Insurance stmt & renewal 0.25 $125.00 $31.25 declarations for 2711 Bay Laurel Ln Service 11/04/2020 TCH Legal Assistant: rev'd notice from DeShazo Ins agency that 0.25 $75.00 $18.75 inspector was denied access to N. Thompson property; detailed memo to NBD re same Service 11/04/2020 Fiduciary NBD: conf w/ TCH re inspector for N. Thompson property 0.25 $125.00 $31.25 Service 11/05/2020 ATTY CML: Conference with Mr. Earl re remand. 0.25 $350.00 $87.50 Service 11/05/2020 ATTY CML: Review and approve Certificate of Interested Persons. 0.25 $350.00 $87.50 Service 11/05/2020 TCH Legal Assistant: corr with Abbie at DeShazo re inspector's needs 0.25 $75.00 $18.75 and scheduling; corr w/ Diane Clark re same Service 11/05/2020 Atty NBD: atin to certificate of interested persons 0.25 $350.00 $87.50 Page 1 of 5 iService Service Service Service Service Service Service Service Service Service 11/09/2020 11/10/2020 11/12/2020 41/12/2020 11/30/2020 11/30/2020 11/30/2020 11/30/2020 12/07/2020 42/08/2020 12/08/2020 12/10/2020 12/21/2020 12/21/2020 12/22/2020 12/29/2020 12/29/2020 01/15/2021 01/18/2021 Atty NBD: Rec and rev 11-3-20 Notice of cancellation re: DeShazo Ins on 2311 N Thompson property, instruct TCH to f/u with DeShazo TCH Legal Assistant: ffu corr to Abbie @ DeShazo re no communication from inspector re return to N. Thompson property and concerns over cancellation notice Fiduclary CML: Prepare letter to MCAD. Paralegal BIG: attn to Montgomery Central Appraisal District Itr & forwarded same Fiduciary CML: Receipt and review of statement for account ending 2441. Fiduciary CML: Receipt and review of statement ending 5768, ATTY CML: Receipt and review of Geoff Sansom's engagement letter for tepresentation in federal court. BIG Paralegal: Prep'd corresp to Sansom in a Fiduciary TCH: rev'd corr from DeShazo Insurance re cancellation of policy from carrier for N. Thompson due to condition of home with options of alternative coverage; sent response to inquire about same; fwd same to NBD and CML for review TCH Legal Assistant: cont'd corr with DeShazo re N. Thompson coverage; i/o conf with CML re options; attn to instructions to from CML: contacted State Farm re policy renewal, received confirmation that it could be written, tel call to Erickson at State Farm to process payment; corr to DeShezo to notify of Siate Farm renewal and to please slop looking into Texas Fair Plan and other options TCH Legal Assistant: received renewal for FEMA insurance for N. Thompson property; email corr to Erickson at State Farm re renewing with same payment as insurance policy renewal TCH Legal Assistant: rev'd receipts for payment and declaration pages for N. Thompson rental dwelling and FEMA policies; verified amounts and saved to file. rev'd response re refund for unused portion of DeShazo policy and estimated time window to receive same ATTY CML: Send Mr. Earl insurance info. TCH Legal Assistant: confirmed and forwarded policy information for N. Thompson per CML request TCH Legal Assistant: rev'd balance due notice from State Farm re N, Thompson St. property; prep'd payment for same; fwd same to NBD to finalize TCH Legal Assistant: rcv'd refund from Homeowners of America; prep'd itr encl deposit to Wells Fargo TCH Legal Assistant: rev'd notice of cancellation from State Farm re Bay Laurel property; corr to State Farm agent confirming property being sold Atty NBD: Atin to corr with Counsel re: status conference; tel conf with attorney in preparation for same Fiduciary CML: Receipt and review of December statement for account ending 2441. Page 2 of 5 0.50 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.50 0.25 $350.00 $75.00 $125.00 $110.00 $125.00 $125.00 $350.00 $110.00 $90.00 $75.00 $75.00 $75.00 $350.00 $75.00 $75.00 $75.00 $75.00 $350.00 $125.00 $87.50 $18.75 $31.25 $27.50 $31.25 $31.25 $87.50 $27.50 $22.50 $37.50 $18.75 $18.75 $87.50 $18.75 $18.75 $18.75 $18.75 $175.00 $31.25Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service Service 01/18/2021 01/26/2021 01/27/2021 01/27/2021 01/29/2021 02/02/2021 02/09/2021 02/10/2021 02/10/2021 02/11/2021 02/11/2021 02/11/2021 02/11/2021 02/22/2021 03/01/2021 03/09/2021 03/09/2021 03/17/2021 04/06/2021 04/12/2021 04/15/2021 04/15/2021 Fiduciary CML: Receipt and review of December statement ending 5768. Fiduciary NBD: rev'd Fema policy renewal re Bay Laure! property; instruc TCH to contact and f/u with Erickson at State Farm re all policy cancellations for Bay Laurel property TCH Legal Assistant: attn to instructions; detailed email corr to Erickson fe unanswered emails from 12/28/20 and recent policy renewal notification for Bay Laurel property, reiterated that all should be canceled as of property sold date 8/21/20, Fiduciary CML: Pay property taxes. ATTY GML: Receipt and review of Initial Disclosures. ATTY CML: Receipt and review of Docket Control Order. Fiduciary TCH: further corr to Erickson at State Farm confirming no further action needed re Bay Laurel FEMA policy renewal notices and that homeowners policy for same property is showing as cancelled and no further action required Fiduciary NBD: rev'd and reviewed Wells Fargo stmt ending 1-31-21 for accts ending 5768 and 2441 ATTY CML: Receipt of email announcing case remanded back to state court. Fiduciary TCH: prep'd ltr and pymt to Geoffrey Sansom for CML review and finalization al” Fiduciary CML: Receipt of letter from Homeowners of America declining to renew policy. Fiduciary CML; Receipt of flood renewal. Fiduciary NBD: rev'd and reviewed 2020 Consolidated Forms 1099 for Wells Fargo Accounts x2441 and x5768 Fiduciary TCH; rev'd State Farm Acknowledgment of Cancellation for Bay Laurel; email corr to agent re return of premium Fiduciary CML: Receipt and review of correspondence from FEMA, regarding flood insurance. Fiduciary CML: Receipt of Correspondence cancelling State Farm policy. Fiduciary NBD: revd and reviewed Feb 2021 Wells Fargo Snap Shot acct end 2441 and acct end 5768 Fiduciary NBD: revd and reviewed 2021 Property tax appraisal for N. Thompson ATTY CML: Receipt and review of Guardinos’ Supplemental Claim and Answer. ATTY CML; Receipt and review of Notice of Hearing on Motion to Dismiss Under Citizens Participation Act. ATTY CML: Receipt and review of Motion to Dismiss Under Texas Citizens' Participation Act. Page 3 of 5 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0,25 0.26 $125.00 $125.00 $75.00 $125.00 $350.00 $350.00 $75.00 $125.00 $350.00 $75.00 $110.00 $125.00 $125.00 $125.00 $75.00 $125.00 $125.00 $125.00 $125.00 $350.00 $350.00 $350.00 $31.25 $31.25 $18.75 $31.25 $87.50 $87.50 $18.75 $31.25 $87.50 $18.75 $27.50 $31.25 $31.25 $31.25 $18.75 $31.25 $31.25 $31.25 $31.25 $87.50 $87.50 $87.50Service 04/15/2021 Fiduciary NBD: rev'd and reviewed Wells Fargo x2441 & x5768 March 0.25 $125.00 2021 snapshots Service 04/16/2021 ATTY CML: Attend hearing on Application for Partial Distribution. 0.25 $350.00 Service 04/19/2021 ATTY CML: Download 1099. 0.25 $350.00 Service 04/20/2021 ATTY CML: Email with Mr. Earl's office re which stocks to liquidate. 0.25 $350.00 Service 04/20/2021 Atty NBD: atin to distribution order and method of distribution to 0.25 $350.00 beneficiary Service 04/22/2021 Fiduciary TCH: flu corr to State Farm agent re non receipt of Bay Laurel 0.25 $75.00 refund Services Subtotal Expenses Type Date Notes Quantity Rate Expense 11/12/2020 FedEx: FedEx for Itr to Wells Fargo encl proceeds for deposit 1,00 $23.17 Expense 11/12/2020 Postage: postage expense for Itr to Montgomery CAD 1.00 $0.50 Expense 12/22/2020 Court Appointment Copy: Itr encl pymt to State Farm and envelope 4.00 $0.15 Expense 12/22/2020 Postage: postage expense for pymt to State Farm 1,00 $0.50 Expense 12/29/2020 Court Appointment Copy: copy expense for Homeowners of America 4,00 $0.15 refund Itr to Wells Fargo and envelope Expense 12/29/2020 Postage: postage expense for itr to Wells Fargo encl deposit 1,00 $0.50 Expense 02/10/2021 Court Appointment Copy: copy expense for Wells Fargo stmts ending 24.00 $0.15 1-31-21 for accounts x5768 and x2441 Expense 02/11/2021 Court Appointment Copy: copy expense for Sansom invoice, Itr encl pymt 4.00 $0.15 and envelope Expense 02/11/2021 Postage: postage expense for Itr enc! pymt to Sansom 1,00 $0.51 Expense 02/22/2021 Court Appointment Copy: copy expense for Wells Fargo 2020 32.00 $0.15 Consolidated Forms 1099 Accounts x5768 and x2441 Expense 03/01/2021 Court Appointment Copy: copy expense for State Farm 1.00 $0.15 Acknowledgement of Cancellation (Bay Laurel) Expense 03/17/2021 Court Appointment Copy: copy expense for Wells Fargo x2441and x5768 22.00 $0.15 Feb 2021 Snap Shot Expense 04/06/2021 Court Appointment Copy: copy expense for 2021 N. Thompson property 8.00 $0.15 tax appraisal Expense 04/15/2021 Court Appointment Copy: copy expense for Wells Fargo x2441 & x5768 22.00 $0.15 March 2021 Snapshots Expenses Subtotal Time Keeper Quantity Nicole Davis 15 $350.00 Page 4 of 5 $31.25 $87.50 $87.50 $87.50 $87.50 $18.75 $2,811.25 Total $23.17 $0.50 $0.60 $0.50 $0.60 $0.50 $3.60 $0.60 $0.51 $4.80 $0.15 $3.30 $1.20 $3.30 $43.33 Total $525.00Nicole Davis Courtney Lyssy Courtney Lyssy Betsy Garcia Betsy Garcia Monica Martinez Monica Martinez Monica Martinez Detailed Statement of Account Other Invoices Invoice Number Due On Amount Due 118 11/19/2020 $11,094.12 Current Invoice Invoice Number Due On Amount Due 539 05/26/2021 $2,854.58 Please make all payments payable to: Davis & Lyssy PLLC Page 5 of 5 1.75 35 3.25 0.75 1.25 0.25 0,25 2.75 $125.00 $350.00 $125.00 $110.00 $75.00 $125.00 $90.00 $75.00 Subtotal Total Payments Received $0.00 Payments Received $0.00 Outstanding Balance Amount in Trust Total Amount Outstanding $218.75 $1,225.00 $406.25 $82.50 $93,75 $31.25 $22.50 $206.25 $2,854.58 $2,854.58 Balance Due $11,094.12 Balance Due $2,854.58 $13,948.70 $0.00 $13,948.70ATTORNEY FEE AFFIDAVIT SAS EEE AFFIDAVIT THE STATE OF TEXAS § § COUNTY OF HARRIS § BEFORE ME, the undersigned authority, on this day personally appeared the A ffiant, COURTNEY M. LYSSY, who after being duly swom, does state: 1: Lyssy, PLLC, on this 27" day of April, 2021. Tam a duly licensed and practicing attorney with offices in Houston, Harris County, Texas, I have practiced in the areas of Probate and guardianship law since 2012 and have been licensed to practice law since 2007; and timely performed on behalf of the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 2017; that all legal fees and services in the attached Statement were rendered only on behalf of the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 201 Ts that only fees and expenses covering the period of January 7, 2020 through April 22, 2021 for the total sum of $ 13,948.70 are herein submitted; that all just and legal offsets, payments, and credits known to Affiant have been allowed and are reflected in the attached statement of fees; that all fees and expenses submitted are reasonable and were necessary for the proper administration of this guardianship estate; that any fees and expenses of legal assistants were done under the direction and supervision of an attorney; that Affiant has made and Presented this application and affidavit to the Court with approval of the estate representative as evidenced by the signature affixed to the application or the purpose of obtaining court review and approval of such fees and expenses and their payment. Cin COURTNEY M. LYSSW, Affiant SWORN TO AND SUBSCRIBED BEFORE ME by said Courtney M. Lyssy of Dayi BETSY |. GARCIA <¢ Notary Public, State of Texas| EX = e Comm. Expires 04-29-2024 APPLICATION FOR PAYMENT OF Notary 1D 10453001 INTERIM FEES mS PAGE3ATTORNEY FEE AFFIDAVIT ELK AFFIDAVIT THE STATE OF TEXAS COUNTY OF HARRIS § BEFORE ME, the undersigned authority, on this day personally appeared Affiant, NICOLE B. DAVIS, who after being duly sworn, does state: i that Affiant is a duly licensed and Practicing attorney with offices in Houston, Harris County, Texas. Affiant was admitted to the State Bar of Texas in November 2001 , and has 18 years’ experience; 2. that A ffiant has performed the legal services or has supervised the performance of. fiduciary services which are described in detail and are attached to the application and/or claim for payment of attorney fees and expenses filed herein and states that such services were Properly and timely performed on behalf of the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 2017; 35 that all legal fees and services in the attached statement were rendered only on behalf of the Carolyn Clark Irrevocable Living Trust U/T/A July 28, 2017; 4. that only fees and expenses covering the period of January 7, 2020 through April 22, 2021 for the total sum of $13,948.70 are herein submitted; 5. that all just and legal offsets, payments, and credits known to Affiant have been allowed and are reflected in the attached statement of fees; 6. that all fees and expenses submitted are reasonable and were necessary for the proper administration of this guardianship estate; Te that any fees and expenses of legal assistants were done under the direction and supervision of an attorney; 8. that Affiant has made and presented this application and affidavit to the Court with approval of the estate Tepresentative as evidenced by the signature affixed to the application or the purpose of obtaining court review and approval of such fees and expenses and their ayment. : , —_ — —t. ~~ d NICOLE B. DAVIS, Affiant SWORN TO AND SUBSCRIBED BEFORE ME by said Nicole B. Davis, of Davis & PLLC, on this 27" day of April 2021. ae tary” =o of Te BETSY |. GARCIA lotary Public, State of Texas Comm. Expires 04-29-2024 Notary 1D 10453001 APPLICATION FOR PAYMENT OF INTERIM FEES PAGES