Lorraine Hilton Attorney?s Fees 1/15/2013 1/29/2013 1/31/2013 1/31/2013 2/4/2013 2/5/2013 2/5/2013 2/5/2013 2/18/2013 2/27/2013 2/27/2013 Savitt Guardians 4101 Satin Leaf Ct. Delray Beach FL 33445 Phone: 561-573-1292 Fax: 561-496-1559 Invoice Date: April 25, 2013 Invoice Number: 10015 Invoice Amount: $4,208.50 Matter: Voluntary Guardianship Initial meeting with client and son at Sheri Hazeltine E.S. of?ce. T.C. with Hazelting to discuss. Receive Voluntary Guardianship Petition, read and ES. open ?le. T.C. DCF 227-6816 left three messages for Rose. ES. Met with Bob and Lorraine at of?ce, obtained police E.S. reports. T.C. from DCF, Rosa, wants to give me the entire E.S. case history and read me her report. She will close case if I agree to go to the house, report back to her of?ce, and take the guardianship T.C. To arrange meeting at home. E.S. T.C. Lorraine in PM. She did not understand who ES. she should be listening to. Wanted to know what will happen to her money. Wants to meet me again tomorrow. Initial meeting at the home with Lorraine and Bob, E.S. collect Morgan Stanley account numbers and telephone numbers. Other bills were not obtainable. Bob is reluctant to give to me. He will give me later when he gets around to his paperwork. T.C. (3) with Jim Hilton Re: history of Loraine's E.S. money and ?nances, which he took care of until September of 2012, at which time he turned over to Bob. List of apartments, duplexes and triplexes, trust, and accounting. T.C. Bob Hilton, call New Port Richie real estate E.S. of?ce for sale of home. T.C. Loraine, she is worried about her money, does E.S. 1.30 .30 .20 .40 .80 .30 .20 2.00 1.20 .40 .20 $123.50 $28.50 $19.00 $38.00 $76.00 $28.50 $19.00 $190.00 $114.00 $38.00 $19.00 2/28/2013 3/7/2013 3/10/2013 3/11/2013 3/13/2013 3/13/2013 3/15/2013 3/19/2013 3/20/2013 3/21/2013 3/22/2013 not know what has happened to her properties. I reminded her that she deeded them to her two sons October and December of 2012. TC. Bob wants and needs $20,000 to buy a warehouse that is on a large acreage with a 2 bedroom house. It is from auction at court house and he has had to already pay for it from his money. TC. Bob and Lorraine, they are at the New Port Richie house. There is a $200.00 water bill. Asked them to turn off water as the house shifting may cause breakage. There has been no vandalism. Text message from Bob re: neighbor is threatening because he is preventing his mother from talking to Jim, his brother. She said she calls his number but there is no answer. TO. to Jim, asked him to please call his Mother on the home phone, not on speaker phone. TC. Lorraine, she did speak with him. Text to Bob to make sure she gets to talk to him twice a week. T.C. from Lorraine, she is wanting $40,000.00 in order to make $70,000.00 in a real estate transaction. The deal is coming soon, but the guardianship is not taking place until March 20 and then it will take time and court decisions to move money around. Suggested they wait until we ?nalize a budget. TC, Bob called Williams of?ce and was not told a definite answer on settlement. He is not sure if the house should be listed as a sink hole house. The realtor is ready to list it. He has Lorraine at an endocrinologist appointment this morning. T.C. KC. Williams re: settlement of sink hole property in New Port Richie. T.C. Lorraine, she is very stressed out, asking me to help her. Not sure why, as she does not articulate. T.C. Lorraine, she is confused, does not know what to do, wants to have things done. Banisve'ry??k T.C. Lorraine and Bob, she does not feel well, he needs more time to make it to the hearing with Judge French. T.C. Sheri. They have a driver and will make it. T.C. Sheri after hearing, everything is settled. Bob was not allowed into the court house, he was suspicious to the agents there. T.C. Jim Hilton. T.C. Lorraine to set up a meeting. Arrived at meeting and Lorraine did not show up. Spoke to Jim about inventory and taxes. Meeting with S. Hazeltine to establish guardianship. Review inventory, discuss sink hole house. Establish a plan of action for the safety and welfare of Lorraine. Coordinate visit to home with S. Hazeltine. Travel to ES. E.S. E.S. ES. E.S. ES. E.S. E.S. ES. ES. ES. .30 .40 .70 .50 .20 .60 .20 .20 3.00 1.50 4.00 $28.50 $38.00 $66.50 $47.50 $19.00 $57.00 $19.00 $19.00 $285.00 $142.50 $3 80.00 3/24/2013 3/25/2013 3/25/2013 3/25/20] 3 3/25/2013 3/26/2013 3/27/2013 3/29/2013 3/30/20] 3 4/1/2013 4/1/2013 4/1/2013 4/2/2013 home, meet business partner Richie, Lorraine, Bob. Get copy of Insurance and Morgan Stanley Tax statement. Go over questions of property. Get a look at the neighbor who is calling DCF and 911. T. C. Lorraine, she wants $25,000 for a property in Jensen Beach. T.C. Jim asking me to contact Tax accountant, J. Dubbs, and comments on Sink hole house. Is Lorraine getting her mediation. Should she see a Neuro. Dr. for dementia and take more medication. Text from Bob that he has seen Judge French today on his own. S. Hazeltine wants to know what that is pertaining to. Is he able to take care of her. TO to Bob to remind him of hearing date and time, he spoke of all kinds of people who are after him and who are interfering with him in his business. His partner needs $40,000.00 right away to buy properties. He is in business with Lorraine, she is also his partner. T.C. .Dubbs at Hinshaw Law of?ce. Fax letters of guardianship. Spoke about the 8,000.00 law ?rm bill for amending trust and transferng title of properties on West coast of Florida to Jim's name only. Review of attorney fee bill from Hinshaw, T.C. Bob and Lorraine to get tax information. E?mail to Sandy at Block. Obtain information for bank account opening. Travel to Wells Fargo, they ?nd three accounts in Lorrain?s name. Close and open one guardianship accountaccount. T.C. Jim Hilton re: tax bill emergency. E-mail Att. Dubbs re: accounting. Text from Bob about stress over accounting. Ask him to provide tax information again, -. .tI_ I try}. ., n; Lmatneisweep' meanda?ob-ia He needs money because they lost the opportunity to make by not purchasing a property. Does not know how much he gets in rent from the apartments. T.C. Lorraine, she is out at the new property cleaning. Making sure she is not using chemicals and that the windows are open. Bob is in the warehouse. Make appointment for Tuesday. T.C. Bob Hilton, Staying at the house tonight to wait for water and electric in the morning. Meeting moved to Thursday. Lorraine is ?ne, they brought linens. Add notes from conversation with KC. Williams note telephone call with Tomy Dupree E-mail and TC. to Bob to notify about accounts and meeting set up for Thursday. E. S. E.S. ES. ES. E.S. E.S- ES. E.S. ES. E.S. E.S. ES. ES. .20 .50 .30 .50 .50 1.20 .90 .70 .20 .20 .30 .20 .20 $19.00 $47.50 $28.50 $47.50 $47.50 $114.00 $85.50 $66.50 $19.00 $19.00 $28.50 No Charge $19.00 4/2/2013 4/3/2013 4/4/2013 4/5/2013 4/5/2013 4/8/2013 4/ 8/2013 4/ 8/2013 4/8/2013 4/8/2013 4/8/2013 4/9/2013 4/9/2013 4/10/2013 4/10/2013 4/11/2013 Travel to Chase with Guardianship papers. Close out 3 accounts. Verify papers with legal department, set up new account. Review history and possible outstanding checks. T.C. to Lorraine, said she is decorating new house and can not make it Thursday. Text from Bob at 5:00 am, he is stressed out. Is Richie with us? Mom needs her money. T.C. Bob, cursing about sink hole property. T.C. Locksmith, fax papers. Set up inventory Meeting at Social Security for payee change. T.C. Lorraine, at home, wants to go to the new house for more decorating and moving furniture. Sounds chipper. T.C. from accountant, review what is needed for taxes. She will have to ?le an extension. She needs documentation for all property income and expenses. T.C. Bob and Lorraine to get information. Bob said he is very busy. Paid tax bill and locksmith/inventory bills, ?ling. E-mail S. Hazeltine for property addresses, and value for gift tax return. Obtain 1099 from SS. and ?nish rep payee paperwork. T.C. Bob, to get paperwork. He said they were going over to the west coast and back to the new house on Sunday. T.C. Holly Durfee, went over Lorrain's tax needs and probable time table. She had questions about gift tax forms etc. T.C. 3 with Bob and 3 text messages about Lorrain?s funds. properties back into Lorraine's name with Bob, adding T.C. to Bob re: advising not to do this. T.C. Lorraine, lhearanJeUingher-shmnosds it SWW. E?mail Bob about getting tax information again. T.C. messages from Bob stating that he has put properties back in his Mothers name with his. T.C. Bob and Lorraine, he does not understand where the bank account is. He refuses to give me bills. I hear him telling Lorraine that her money has been stolen. He said he is bouncing checks. He did not get the message or the e-mail I send regarding the guardianship bank account. T.C. Lorraine, she wants to decorate the new house. Went over her Morgan Stanley account that is still frozen, however it pays dividends that she needs for income to her social security. She agreed and went on to discuss E.S. E. S. E.S. E.S. ES. E.S. E.S. E.S. E.S. E.S. ES. ES. E.S. E.S. E.S. E.S. 2.30 .60 .30 1.20 .15 .50 .30 .20 .50 .20 .40 .40 .20 .20 .30 .50 $218.50 $57.00 $28.50 $114.00 No Charge $47.50 $28.50 $19.00 $47.50 $19.00 $38.00 $38.00 $19.00 $19.00 No Charge $47.50 4/11/2013 4/12/2013 4/12/2013 4/12/2013 4/13/2013 4/14/2013 4/15/2013 4/15/2013 4/15/2013 4/15/2013 the new house. E?mail from Holly asking for more tax information. Value of properties at time of gifting. Jim does not know. Bob has no idea. E-mail to I. B. for information. E-mail to S. Hazeltine for the east coast properties. T.C. Bob, when you come over Monday, bring check book, no, no money should be pulled out of Chase account. Any expense charge has to be put on brother. He demands thatI bring keys or: you will be charged for changing the locks. T.C. Bob, See you Monday! De?nitely have to see you Monday. I will have receit for checks from my account so it is all accounted for. Let's set up the meeting place and time. We set up time and date. T.C. Bob, call me, I need to know when you closed Mom's account. T.C. message from Bob. Very disjointed. "My mom, cousin owes 7,000, need to give her that money. He should pay for that. Write my mom checks for 15,000. We need 70,000 for new houses. I have dinning receipts. We will be leaving early, about 2:00 Monday. Need Keys. I speak for my Mother when I say we need 15,000. My cousin and Jim should pay 1/2 the bills, (some ramblingI can not make out) We need money REAL FAST. .C. Lorraine, can you bring the keys to us right now, (10:00 on Sunday evening, with meeting set up for Monday) T.C. Lorrainemeeting me, Bob said in background leave the keys at Hazeltine's of?ce. I said I will wait there also because I need to get receipts and give her money for the Trip to New Port Richie home. Bob in background, "God Damn it, anyhow, don't they get it, Lorraine let out a blood curdling scream, and cuts off. T.C. KC. Williams, wanted another letter stating that he could negotiate with me and insurance for settlement. Assured him that guardianship papers that he has authorizes us to do that. I gave him the statutes. Explained the problems he is having with Bob?s phone calls. Travel to Hazeltine of?ce to drop off key and wait for Hilton meeting set up for 12:45. T.C. Lorraine, they are now at the Pahokee home, she did not know when they went there, maybe last night, because they were in West Palm when I spoke to her. She was calm. T.C. Lorraine, She is getting ready, am leaving". Bob yelling where do you want to go, do you want to travel? Do you want to be with me? She said, I ES. ES. E.S. E.S. E.S. E.S. E.S. ES. ES. ES. .40 .20 .20 .20 .30 .40 .30 .40 1.50 .40 $38.00 $19.00 $19.00 $19.00 $28.50 $38.00 $28.50 $38.00 $142.50 $38.00 4/15/2013 4/15/2013 4/16/2013 4/17/2013 4/18/2013 4/18/2013 4/21/2013 4/22/2013 4/22/2013 4/22/2013 4/22/2013 4/22/2013 4/23/2013 4/25/2013 SUBTOTAL: Costs want to be with Bob always. Bob, background, this is on recorded line. I don't appreciate people busting into my home. Lorraine "don't come here", I can't discuss any more. T.C. Lorraine from Hazeltine of?ce. Ask her to please stay in West Palm so that I can give her keys and money tomorrow. .C. Lorraine and Bob, setting up meeting for Wednesday. Recording phone messages and billing. Meeting with Bob and Lorraine at S. Hazeltine of?ce. Obtain various bills and paperwork for ?ling budget. T.C. Bob left messages unhappy about check he received. T.C. S. Hazeltine to discuss. Various messages from Bob and Lorraine stating that Bob can no longer take care of Lorraine. He will throw her out. He has had enough. Wants all her money. She has worked all her manners-amine T.C. Lorraine, wants me to call. T.C. Bob, I am a 56. I came from my Mothers stomach. How can you who only know her 3 Mm-mdaherestoimm.. T.C. Morgan Stanley re: account and Co-America Trust. Documentation from DCF and Trust documents. E-mail con?rming. T.C. Brenda at Co?America concerning trust documents, the home in New Port Richie. T.C. Sheri Hazeltine re: New Port Richie deeds, Bob Hilton's requests for more money to invest in 2 Moble homes, riding lawn mower, U?haul truck, and renting out the sink hole house. Filling out the Veri?ed inventory. Filling out the expense sheets for the budget. Take the budget to S. Hazeltine office for review and signature. Discuss the petition for statements from trust and Morgan Stanley. T.C. 1K. She is going to have a one week trial at dialysis. Her wheelchair was delivered and they need the co-pay amount. Katie will make her lunch for tomorrow. ES. E.S. ES. E.S. E.S. E. S. E.S. ES. ES. E.S. E.S. E.S. ES. ES. .20 .20 .80 2.50 .30 .20 .20 .60 .50 .60 .70 .50 .50 .20 45.35 $19.00 No Charge $76.00 $237.50 $28.50 No Charge $19.00 $57.00 $47.50 $57.00 $66.50 $47.50 $47.50 $19.00 $4,208.50 SUBTOTAL: $0.00 TOTAL: $4,208.50 PREVIOUS BALANCE (CREDIT): $1,000.00 CURRENT BALANCE DUE AND OWING: $3,208.50