Fees charged against Louis Russo's Estate by second court appointed Conservator, Attorney Dean Lewis

7/23/2019 Fees charged against Louis Russo's Estate by second court appointed Conservator, Attorney Dean Lewis

1/23

In v o ic e n o

_3 's LLC

Date

- ~:c Probate Court

1 0 / 3 1 / 1 5

:-reet

CT06810

. .

Date

Description

Quantity

Rate

Amount

~

telcon w request to return personal property

0.2

150.00

30.00

meet with mark broad meyer at office and reviewing the items he brought

0.7

150.00

105.00

Complete a telephone credit counseling course to apply for a reverse

0.3

150.00

45.00

I

mortgage

Telephone call with mortgage broker about making the reverse mortgage

0.2

150.00

3 0 . D O

application

I

telcon with concerned volunteer calling

0.2 150.00

30.00

I

Preparation and submission of application for mortgage, sending copies

0.4

150.00

60.00

I

I

to all noticed parties

1 15 15

Phone call from CCCI regarding update on CP wellness.

0.2

150.00

30.00

I

1116 15

Review Medicare Summary Notice for October through December 2014,

0.2

150.00

30.00

I

Scan and file.

I

1 17 15

Bank account reconciliation

0.3 150_00

45.00

Multiple phone calls from CP regarding personal items. Review and

0.6

150.00

90.00

respond to email from CP

3 15

meet with denise toomey and care givers regarding vouchers for food

0.5

150.00

75.00

purchase reimbursement for food purchases

Current

18,255.00

I

Page 14

I

.


2/23

In vo ic e n o

Law Offices of Dean L. Lewis L L

2 Terrace Place

Danbury, Connecticut 06810

Telephone (203) 744-4852

Louis Russo

clo Housatonic Probate Court

10 Main Street

Danbury CT 06810

Bill To

Date

1 0 / 3 1 / 1 5

Date

Description

Quantity

Rate Amount

1 2 / 3 0 / 1 4 met with insurance agent to explain railing in attempt to keep active the

0.3 150.00 45.00

homeowners insurance. discussed the details on the railings

1 2 / 3 0 / 1 4 corres from dan gaita and reply

0.2 150.00

30.00

1 2 / 3 1 / 1 4 emails from dan gaita

0.6 150.00 90.00

1 2 / 3 1 / 1 4 corres from dan gaita regarding the charitable donations

0.3 150.QO

45.00

0 1 / 0 2 / 1 5 Review United Health Care correspondence regarding disenrollment from

0.2 150.00 30.00

Nursing Home Plan.

0 1 / 0 5 / 1 5

email from dan gaita

0.1 150.00 15.00

0 1 / 0 6 / 1 5

Review correspondence from Foremost regarding status of homeowners 0.2 150.00 30.00

insurance, scan and file.

0 1 / 0 6 / 1 5

Preparing for the hearing tomorrow review documents,

2.8

150.00 420.00

0 1 / 0 6 / 1 5 Receipt and review of care takers time sheet, sign and submit to the

0.2 150.00

30.00

agency for payment

0 1 / 0 6 / 1 5

meeting with attorney terbrusch regarding conservatorship issues and

1.5

150.00 225.00

possible avenues of settlement

0 1 / 0 7 / 1 5 attendance at hearing - meet w counsel, hearing on 2 motions 4

150.00

600.00

0 1 / 0 7 / 1 5

attendence to dan gaita email, and vacant house insurance quote

0.6

150.00 90.00

0 1 / 0 8 / 1 5

attention to dan gaita emails

0.3 150.00 45.00

0 1 / 0 9 / 1 5

Attention to 2014 Social Security Benefit Statement,scan and file. 0.2 150.00

30.00

0 1 / 0 9 / 1 5

attending to phone call and emails from dan gaita, telcon to congressman 1 150.00 150.00

estyoffice

0 1 / 0 9 / 1 5

discussion with atty terbrusch regarding dan gaita emails

0.1 150.00 15.00

0 1 / 0 9 / 1 5

Legal research re reasonable conservator fees in regards to proper 3.1 150.00 465.00

standard

0 1 / 1 2 / 1 5

meet w mrs chapman 1st selectman update all well at this time 0.4 150.00 60.00

0 1 / 1 3 / 1 5

telcon with louis russo 0.3 150.00 45.00

Current

$18,255.00

Page


3/23

Invoice no.


2 Terrace Place


Telephone (203) 744-4852

Louis Russo

clo

Housatonic Probate Court

10 Main Street

Danbury CT 06810

Bill To

Date

1 0 / 3 1 / 1 5

Date Description

Quantity

Rate Amount

1 2 / 3 0 / 1 4

met with insurance agent to explain railing in attempt to keep active the

0.3 150.00

45.00



0.2 150.00

30.00

1 2 / 3 1 / 1 4

emails from dan gaita

0.6 150.00 90.00

1 2 / 3 1 / 1 4 corres from dan gaita regarding the charitable donations

0.3 150.00

45.00

0 1 / 0 2 / 1 5

Review United Health Care correspondence regarding disenrollment from

0.2 150.00 30.00

Nursing Home Plan.

0 1 / 0 5 / 1 5


0.1 150.00

15.00

0 1 / 0 6 / 1 5


insurance, scan and file.

0 1 / 0 6 / 1 5

Preparing for the hearing tomorrow review documents,

2.8 150.00

420.00

0 1 / 0 6 / 1 5 Receipt and review of care takers time sheet, sign and submit to the

0.2 150.00

30.00

agency for payment

0 1 / 0 6 / 1 5


1.5

150.00 225.00


0 1 / 0 7 / 1 5

attendance at hearing - meet w counsel, hearing on 2 motions

4 150.00

600.00

0 1 / 0 7 / 1 5

attendence to dan gaita email, and vacant house insurance quote

0.6

150.00 90.00

0 1 / 0 8 / 1 5


0.3 150.00 45.00

0 1 / 0 9 / 1 5

Attention to 2014 Social Security Benefit Statement,scan and file.

0.2 150.00

30.00

0 1 / 0 9 / 1 5


estyoffice

0 1 / 0 9 / 1 5

discussion with atty terbrusch regarding dan gaita emails

0.1 150.00 15.00

0 1 / 0 9 / 1 5

Legal research re reasonable conservator fees in regards to proper 3.1 150.00 465.00

standard

0 1 / 1 2 / 1 5

meet w mrs chapman 1st selectman update all well at this time 0.4 150.00 60.00

0 1 / 1 3 / 1 5

telcon with louis russo 0.3 150.00 45.00

Current

$18,255.00

Page

I


4/23

In v o ic e n o

Law Offices of Dean L. Lewis LLC

2 Terrace Place


Telephone (203) 744-4852

Current

Louis Russo


10 Main Street

Danbury CT 06810

Bill To

Date

1 0 / 3 1 / 1 5

Date

Description

Quantity Rate

Amount

1 2 / 3 1 / 1 3

Balance forward

1 0 / 0 7 / 1 4

telcon with probate court regarding letter and phone calls received 0.1 150.00 15.00

10/07/14

return call with probate court reporting on status of our initial overview of 0.1

150.00 15.00

the file

1 0 1 0 7 / 1 4

Phone call with Senator McLachlan and his aide regarding issues 0.3 150.00

45.00

concerning CPO

1 0 / 0 8 / 1 4

telcon with robert riser CT newspaper 0.5 150.00 75.00

1 0 1 0 8 / 1 4

Phone call with Dan Giata regarding complaint he wants to file on Mr. 0.1 150.00 15.00

Russo's behalf.

1 0 / 0 8 / 1 4

Meet with Dan Giata- Opperation Vet Fit,Veterans Advocate for CP to 0.6 150.00 90.00

discuss multiple issues surround CPo

1 0 1 0 8 / 1 4

corrs between denise toomey neighbor and atty fay, dan gaita 0.2 150.00 30.00

10/08/14

view utube video of mr russo 0.2

150.00 30.00

10/09/14

telcon w atty fay regarding case issues

0.7 150.00 105.00

1 0 / 0 9 / 1 4

telcon with clerk regarding case and reporters inquiry

0.1

150.00

15.00

10/09/14

review emails back and forth between mr daniel gaita and atty candice fay

0.9 150.00 135.00

1 0 / 0 9 / 1 4

corres to and from denise toomey regarding louis attorney, conservator 0.2 150.00

30.00

1 0 / 1 0 / 1 4

telcon to mr daniel gaita 0.1 150.00 15.00

1 0 / 1 0 / 1 4

telecon with jeanne confirming mr russio back at john paul - updated the

0.2 150.00 30.00

probate court

1 0 / 1 0 / 1 4

telcon with probate court updating situtation

0.3 150.00 45.00

1 0 / 1 0 / 1 4

telcon w dan gaita after his visit

0.5

150.00 75.00

10/10/14

telcon with probate court updating on situation

0.2 150.00 30.00

10/10/14

email review correspondence with state senator mclachlan

0.5 150.00 75.00

10/10/14

corres between MR Fay and dan gaita

0.3 150.00

45.00

$18,255.00

Page


5/23

In vo ic e n o

Law Offices of Dean L Lewis LL C

2 Terrace Place


Telephone (203) 744-4852 .

Dateouis Russo

c/o Housatonic Probate Court

10 Main Street

Danbury CT 06810

Bill To

10/31/15

Date

Description Quantity

Rate Amount

10/10/14

Phone call from Pope John Paul regarding CP being chekced out by a

0.2

150.00

30.00

Veterans Advocate.

1 0 / 1 0 / 1 4

Phone call from Probate Court regarding Mr. Russo being taken out by Mr. 0.1

150.00 15.00

Giada.

1 0 / 1 0 / 1 4

Correspondence to Mark Broadmeyer asking that he turn over any funds

0.2

150.00

30.00

belonging to the cp and send any outstanding invoices

10/10/14

Attendance at bank opening new conservator account, preparation and 1.1 150.00 165.00

submission of rep payee application

10/10/14

change of address forms completed and submitted for mail service

0.1

150.00 15.00

change

10/12/14

reading emails and newspaper article

0.5

150.00

75.00

1 0 / 1 2 / 1 4

correspondence and reply to neighbors inquiry, and many other 0.8 150.00 120.00

correspondences

1 0 / 1 3 / 1 4

attention to file for filing change of atty fay appearance, preparation and 0.3 150.00 45.00

filing of appearance with all appearing parties and the court

1 0 / 1 3 / 1 4

correspondence to state senator mclachlan 0.1 150.00 15.00

1 0 / 1 3 / 1 4

attention to file, review emails - correspondence - 1.1 150.00 165.00

1 0 / 1 4 / 1 4

meeting with mr louis russo at st pope john paul - dan gaitia - denise 0.6 150.00 90.00

toomey present as well

1 0 / 1 5 / 1 4

review of em ails from atty - attention to file to change attorney 1.5 150.00 225.00

10/15/14

meeting with mr russo and atty terbrusch at pope john paul

1 150.00 150.00

10/15/14

telcon with administrator of pope john paul regarding visitor named Mr

0.2 150.00 30.00

Ward

10/15/14

telcon w receptionist - candice at the facility to hand deliver something to

0.1

150.00

15.00

louis - advised reception to deny her access

Current

$18,255.00

Page 2


6/23

In vo ic e n o

L AW

Offices of Dean L. Lewis

LL C

2 Terrace Place


Telephone (203) 744-4852

Louis Russo

clo


10 Main Street

Danbury CT 06810

Bill To

Date

1 0 / 3 1 / 1 5

Date Description

Quantity Rate Amount

1 0 / 1 5 / 1 4 email from D.gaita about police complaint and telcon to PO Galgano

0.3 150.00 45.00

Danbury PD, telcon w dan gaita

1 0 / 1 5 / 1 4 correspondence with probate court, atty terbrusch with complaint

1.5 150.00 225.00

1 0 / 1 5 / 1 4

corres to probate court regarding atty fay and police complaint and not

1.2

150.00

180.00

visiting with Mr Russo

1 0 / 1 5 / 1 4

attention to voicemail from police officer galgano

0.1 150.00

15.00

1 0 / 1 6 / 1 4

attention to file, correspondence from Atty Fay, Review Correspondence

1 150.00 150.00

between dan gaita and police officer

1 0 / 1 6 / 1 4

revivew correspondence from Senator blumenthal and vetern advocate

0.2 150.00 30.00

1 0 / 1 7 / 1 4

telcon with bethel police department regarding various complaints and 0.2 150.00 30.00

now complaint by dan gaita

1 0 / 1 7 / 1 4

telcon with representitve at the VA regarding possible benefits and 0.2 150.00

30.00

completing change of address forms

1 0 / 1 7 / 1 4

communications with various parties with concerns about louis house 0.6 150.00

90.00

etc

1 0 / 1 7 / 1 4

corres from and to tax collector - new fairfield 0.1 150.00 15.00

1 0 / 1 8 / 1 4

tel con with trooper mariloi resident tropper new fairfield

0.5 150.00 75.00

10/18/14

review emails and utili ties

0.5 150.00 75.00

1 0 / 1 9 / 1 4

review electrical cl&p bills 0.4 150.00

60.00

1 0 / 1 9 / 1 4

review email from state trooper 0.2 150.00

30.00

1 0 / 2 0 / 1 4

Phone call from Denise Toomey regarding access to house to make 0.2 150.00 30.00

repairs.

1 0 / 2 0 / 1 4

Phone call from Denise Toomey requesting copy of CP~s keys to gain 0.2 150.00 30.00

access to house.

1 0 / 2 0 / 1 4

review motion for my removal filed by former attorney candice fay 0.7 150.00 105.00

1 0 / 2 0 / 1 4

review emails between counsel of candice fay attorny 0.2 150.00 30.00

Current

$18,255.00

Page 3


7/23

Current

Invoice no.

: : :

::;ea 1

lewis LlC

: : ; . . . r

Connecticut

06810

-=;ephone

203) 744-4852

Louis Russo


10 Main Street

Danbury CT 06810

Bill To

Date

10/31/15

Date

Description


10/21/14

review and sign additional form for the DSS

CT home care program for

0.2 150.00

30.00

elders

10/21/14 meet with denise toomey - here at office with lou russo to obtain key for

0.3 150.00 45.00

his house

10/21/14

attendance at house after report of people in the property, after which met

5 150.00 750.00

at house, couple of contractors

10/21/14

reviewed all receipts and compared with inventory of broadmeyer

1.2 150.00 180.00

10/21/14

review many emails from advocate, friends

0.6 150.00

90.00

10/21/14

attendance at hardware store for new lockset and

0.3 150.00

45.00

10/22/14

telcon w greg braunsen re property of louis and denise toomey 0.2

150.00 30.00

10/22/14 obtain from d toomey bank statements, review,scan and file 0.3 150.00 45.00

10/22/14

attendance at wells fargo bank to obtain statments of conservator 0.8 150.00

120.00

account

10/22/14

preparing evidence for hearing tomorrow 1

150.00 150.00

10/23/14

attendence at probate court-hearing at Pope john paul - meet with cons

2 150.00 300.00

person and nursing home staff afterwards

10/23/14

telcon with steven zdansky - senior states attorney 0.4 150.00 60.00

10/23/14

attention to various and many emails, and scheduling of home inspection 0.8 150.00 120.00

/ tour

10/23/14

Phone call from Social Security requesting additional information for Rep 0.2 150.00 30.00

Payee application.

.10/24/14

telcon with building department, workers, and contractors regarding 0.3 150.00 45.00

permit issues

10/24/14

telcon with court and clerk regarding building permits and call from the 0.3 150.00

45.00

first selectman

10/24/14

corres to and from building department 0.1 150.00 15.00

$18,255.00

Page 4


8/23

Date

Invoice no.

Law Offices of Dean L Lewis LLC

2 Terrace Place


Telephone (203) 744-4852

Louis Russo


10 Main Street

Danbury CT 06810

Bill To

10/31/15

Date

Description

Quantity Rate

Amount

10/24/14

correspondence to probate court - updating building permit issues and

0.3 150.00 45.00

resolution - additional telcon with contractor confirming work status

1 0 / 2 7 / 1 4

Review correspondence from SSA regarding status of Rep Payee

0.2

150.00

30.00

application, Return of probate documents, scan and file.

10/27/14

telcon with Court and clerk, meeting with first selectman and building 4.4

150.00 660.00

inspector, report back (2) to the court, and arrange to have the taxes paid,

review receipt and provide copy to the building dept,

10/27/14

correspondence with probate court regarding insurance and tax bill paid 0.6 150.00 90.00

and insurance secured as of today

10/27/14

Multiple telephone calls and emails to and from insurance agent getting 0.8 150.00 120.00

policy in effect today, review of quote, signing application and sending

back. Policy is in effective today

10/27/14

Review inventory from previous conservator 1.1 150.00 165.00

10/27/14

email to attorney terbrusch

0.3 150.00

45.00

10/28/14

meeting at house w reps from town, mr russo electricians/workers, PTO

3

150.00 450.00

from pope john paul, Independence Northwest rep. Ron Sparks

10/28/14

Correspondence with first selectman, court as well as review emails from

1.4 150.00 210.00

first selectman

10/28/14

email from r ryser regarding additional volunteer help from home depot 0.1 150.00 15.00

10/28/14

review accounting - prepare questions re Mark Broadmeyer Inventory

2.9 150.00 435.00

report submit to court

10/28/14

review plaintif fs proof of claim against louis from Patricia Lourenco

0.5 150.00 75.00

10/28/14

letter to atty susco denying claim of patricia lourenco

.

0.4

150.00 60.00

10/29/14

correspondence from and letter to new fairf ield building department

0.9

150.00 135.00

clarifying building permit issues / ramp - chair lift

Current

$18,255.00

Page 5


9/23

Invoice no.

Law

Offices of Dean L Lewis LLC

2 Terrace Place


Telephone (203) 744-4852

Bill To

Louis Russo

clo


10 Main Street

Danbury CT 06810

Date

1 0 / 3 1 / 1 5

. .

Date

Description


1 0 / 2 9 / 1 4

Phone call from New Fairfield Permit Center regarding work, permits for 0.2 150.00 30.00

contractors requiring to be licensed and insured as well as have a waiver

signed insuring Mr. Russos protection.

1 0 / 3 0 / 1 4

various telephone calls regarding work permits, 1 150.00 150.00

1 0 / 3 0 / 1 4

attendence at chase bank looking for conservator account 0.8 150.00 120.00

1 0 / 3 0 / 1 4

telcon from pope john paul mr russo refusing flu shot 0.1 150.00 15.00

1 0 / 3 0 / 1 4

Phone call from Jason from Home Health Pavilion regarding work to be 0.2 150.00 30.00

done at CP's home.

1 0 / 3 1 / 1 4

attendance at town hall to meet with building dept chris baldwin and 1st 0.8 150.00

120.00

selectman, all appears to be in good order, reported status update to the

court

1 0 / 3 1 / 1 4

corres from dan gaita with further inquiries from previous conservator to 0.2 150.00 30.00

I

answer

1 1 / 0 3 / 1 4

Review correspondence from SSA regarding approval of rep payee 0.3 150.00 45.00

applicaiton. Scan and file.

1 1 / 0 3 / 1 4

Attendance at property to check on status of repairs

1

150.00

150.00

1 1 / 0 3 / 1 4

Preparation of motion to change residence back to his home 0.3 150.00 45.00

t

1 / 0 4 / 1 4

telcon with dan gaita on status of work

0.2 150.00 30.00

111/04/14

telcon with katie from pope john paul - louis agreed to have flu shot 0.1

150.00

15.00

11/04/14

telcon with dan gaita on status of work

0.2 150.00 30.00

11/04/14

review homeowners insurance 0.3 150.00

45.00

11/05/14

meet with dan gaita at office

0.3 150.00 45.00

11/05/14

Review correspondence from Pope John Paul regarding new ebola

0.1 150.00 15.00

policies. Scan and file.

1 1 / 0 5 / 1 4

Review correspondences from USPS regarding confirmation of forwarding

0.1 150.00

15.00

mail from previous conservator.

Current

$18,255.00

Page 6


10/23

In vo ic e n o


2 Terrace Place


Telephone (203) 744-4852

Date

ouis Russo


10 Main Street

Danbury CT 06810

Bill To

10/31/15

Date

Description

Quantity

Rate Amount

11/06/14 correspondence regarding ebola from john paul II and USPS notifications

0.2 150.00 30.00

11/06/14 correspondence from dan gaita / denise toomey / pope john paul about

0.3 150.00 45.00

moving louis home

11/06/14 Phone calls with Pope John Paul regarding meeting CCCI

0.2 150.00 30.00

11/10/14 atendence at st john paul care plan discharge meeting 1.2

150.00 180.00

11/10/14

correspondence to various parties regarding discharge plan

0.3 150.00 45.00

11/10/14 corres with atty terbrusch regarding police involvement, subpoena

0.3 150.00

45.00

discussions and thoughts on how proceed

11/11/14

telcon with social worker about visitors and trip out of facility

0.1

150.00 15.00

11/11/14 telcon with state rep dan cartier 0.1 150.00 15.00

11/11/14 correspondence to pope john paul 0.2

150.00 30.00

11/11/14

various phone calls dealing with louis being at his house and emails to

1 150.00

150.00

various parties

11/11/14

Phone call and email to Pope John Paul regarding signing in and out of 0.2 150.00 30.00

CPo

11/11/14

corres with atty terbrusch regarding subpoena 0.3 150.00 45.00

11/12/14

attendence to morning emails, telephone calls to and from state sen 1.4 150.00

210.00

mclaughan and congressman estys office

11/12/14

email response to congressman esty, attendance to additional emails re 0.4 150.00 60.00

ramp etc

11/13/14 emails from ron sparks and dan gaita incl new phone service dan ordered 0.3 150.00 45.00

and paying for

11/13/14

drafting and finalizing subpoena and arrange for service

3

150.00 450.00

11/13/14

correspondence request for completion of home modifications, draft and

0.9 150.00 135.00

forward letter of authorization

11/13/14

correspondence from and to congressman estys office

0.1 150.00 15.00

Current

$18,255.00

Page 7


11/23

In vo ic e n o

Law Offices of Dean

L

Lewis LLC

2 Terrace Place


Telephone (203) 744-4852

Bill To

Louis Russo

c/o Housatonic Probate Gourt

10 Main Street

Danbury GT 06810

Date

10/31/15

Date Description Quantity Rate Amount

11/14/14

Review, sign and return consent forms from GGGI. Scan and file. 0.3 150.00

45.00

11/14/14

telcon with atty janorskowski from PJP atty

0.2 150.00 30.00

11/14/14

emails from and to denise toomey regarding new doctor and VA approvals 0.2 150.00

30.00

and corres to PJP

11/14/14

telcon with women who made 25 contribution to louis - banking to

0.1 150.00

15.00

deposit her check

11/14/14

review large outstanding invoice from pope john paul home

0.1

150.00

15.00

11/17/14

correspondence with dan gaita

0.1 150.00 15.00

11/17/14

telcon with probate court regarding non complaince of mr Broadmeyer

0.1 150.00

15.00

11/17/14 signed authorizations griswold 0.8 150.00 120.00

11/18/14

Phone call with Danbury Superior Gourt Gourt reporters office regarding

0.4

150.00 60.00

status of transcript for court, fax overnight processing of transcript.

11/18/14

attendance at Pope John Paul meet with lou who refusing doctors 1 150.00 150.00

appointment, meet denise toomey while there

11/18/14

correspondence with dan gaita througout the day, including reviewing 1 150.00 150.00

emails to all the elected leaders

11/18/14

telcon w denise russo

0.3 150.00 45.00

11118/14

Phone call from appraiser for insurance company regarding attendence at

0.1 150.00

15.00

GP's home to take pictures.

11/19/14

emails from soldiers and sailors marines fund, dan gaita and densie 0.4 150.00 60.00

toomey, state trooper mike miloli

i

1/19/14

reviewing and responding to a mryiad of daily emails

0.6 150.00 90.00

11/19/14

Phone call from State Representative Dan Carter regarding additional

0.1

150.00 15.00

Veterans services available for Gp.

o ~

19/14

Phone call from GGGI regarding discharge for CPo

0.2 150.00 30.00

I '

Current

18,255.00

Page 8


12/23

./

Date

Description

Quantity

Rate Amount

11/20/14

Phone call from Pope John Paul regarding medcial update on Mr. Russo,

0.2 150.00 30.00

feel out of bed but its okay.

11/20/14

Phone call from Denise Toomey regarding VA pension.

0.2 150.00

30.00

11/20/14

review letter from dan gaita volunteeing to be conservator

0.2

150.00 30.00

11/21/14

telcon with dawn granier - about stairglide and discharge plan

0.1 150.00 15.00

11/21/14

telcon with steve servisco 203-805-6340 veterans affairs local person

0.1 150.00

15.00

11/21/14

Attendence at CP's home to remove No Trespassing signs, take picture of

1.6 150.00

240.00

CP's home for insurance company, inspect chair

lift.

Meet AT&T at CP's

home to install phone service.

11/21/14

Draft email correspondence to Insurance Company, attach requested 0.2 150.00 30.00

photographs of property.

11/24/14

attendance at house, reviewing all last minute items before louis return

2

150.00

300.00

11/24/14

tel con with toni from griswold about items to be done at house 0.2 150.00 30.00

11/24/14

telcan with ron sparks - independence, Dawn griener CCCI, corr with

0.8

150.00

120.00

denise toomey who arranging to pick him up and take him home

11/24/14

Review sign, scan and return consent forms to Allied Community

0.5 150.00 75.00

111/25/14

Resources.

attendance to court notice of hearing, schedule and correspondence to 0.1 150.00 15.00

and from court regarding location

11/25114

review motion for continuance as well as attorneys appearance

0.2

150.00 30.00

11/26/14

review pictures received from dan gaita 0.1 150.00 15.00

11/28/14

review court notices for change in time and location, also review and file 0.1 150.00 15.00

decree approving change of residence for louis to return home

12/01/14

Review correspondence from Foremost Insurance regarding cancelation 0.2 150.00 30.00

Fees.

2/01/14

correspondence regarding cancelation of insurance due to handrail 0.1 150.00

15.00

In vo ic e n o


2 Terrace Place


Telephone (203) 744-4852

Bill To

Louis Russo


10 Main Street

Danbury CT 06810

Date

10/31/15

Current

$18,255.00

Page 9


13/23

Current

In vo ic e n o

Law Offices of Dean L Lewis LLC

2 Terrace Place


Telephone (203) 744-4852

Louis Russo


10 Main Street

Danbury CT 06810

Date

Bill To

10/31/15

Date

Description Quantity Rate

Amount

1 2 / 0 1 / 1 4

correspondence w dan gaita regarding railing and washer dryer 0.1

150.00 15.00

12/02/14

corres via email from dan gaita regarding railing/etc 0.1 150.00 15.00

12/02/14

correspondence with insurance agent regarding installation of new railing 0.1 150.00

15.00

12/02/14

Phone call to Social Security regarding information on Rep Payee 0.2 150.00 30.00

Deposits and previous deposits made.

12/03/14

correspondence from dan gaita on items he lent to lou that he wants back 0.3 150.00 45.00

12/04/14

Review correpsondence from United Healthcare regarding disenrollment.

0.2 150.00

30.00

Scan and file.

12/08/14

Phone call from CCCI regarding comfort care taking over for CP's

0.2 150.00

30.00

homemaker services.

12/09/14

telcon with new caseworker

0.2 150.00 30.00

1 2 1 0 9 / 1 4

telcon with broad meyer attorney Mike McKenna, regarding subpoena 0.2 150.00 30.00

documents and interrogatories and request continuance

12/09/14

Attendence at CP's home to bring new homemaker to CP's home, 2 150.00

300.00

discuss action place for CP and aid to provide living access. Take pictures

of railing for insurance company. Examine washing machine hook up and

inspect installation of new water system.

12/10/14

addresssing request for change of hearing date, continuing subpoena etc 0.3 150.00

45.00

12/10/14

meet with and addressing concerns from denise toomey about the house,

0.6 150.00 90.00

water from heavy rains, discussed new live in, house issues, lou generally

being back home

1 2 1 1 0 / 1 4

0.2 150.00

30.00

From: Apd, Osc

Date: December 10, 2014 at 11:47:50 AM EST

To: ' [email protected]'''

$18,255.00

Page


14/23

In vo ic e n o


2 Terrace Place


Telephone (203) 744-4852

Louis Russo


10 Main Street

Danbury CT 06810

Bill To

Date

10/31/15

Date

Description Quantity

Rate Amount

From: Apd, Osc

Date: December 10,2014 at 11 :47:50 AM EST

To: ' [email protected]'''

12/10/14

Phone call from Dawn Griener regarding new homeaid and minor repairs 0.3 150.00 45.00

that are required around CP's home.

12/10/14

Send email correspondence to Insurance company with pictures of railing, 0.3 150.00 45.00

review response from insurance company regarding additional

requirements.

12/10/14 Email correspondence to Dan Gaita regarding work not completed by his 0.2 150.00 30.00

volunteers on CP's home.

12/10/14

attention to file - correspondence 0.2

150.00 30.00

12/10/14


0.1 150.00 15.00

12/12/14

notifcation that lou russo in emergency room w stomach pains

0.1

150.00

15.00

12/12/14

attendance at danbury hospital, meet with lou and treating physican in ED

2 150.00 300.00

1 2 / 1 2 / 1 4

Phone call from Dawn Griener from CCCI regarding medical status of CP

0.2

150.00 30.00

and possible discharge of CP for purposes of homemaker.

12/12/14

Phone call from Attorney McKenna regarding documents subpeona.

0.1 150.00 15.00

. 2 / 1 5 / 1 4

telcon with case manager regarding discharge and telcon to obtain him a 0.3

150.00

45.00

ride and return caregiver

12/15/14 telcon with atty mckenna re interrogatories and subpoena documents 0.1 150.00 15.00

12/15/14

telcon with devon williams regarding return of caregiver

0.1 150.00 15.00

1 2 / 1 5 / 1 4

Attendance at CP's home to meet with Denise Toomey to recieve key for

2

150.00

300.00

locks. Open access to CP's home for carpentar, take pictures of work

already completed.

Current

$18,255.00

Page 11


15/23

Gurrent

Invoice no.


2 Terrace Place


Telephone (203) 744-4852

Louis Russo

clo


10 Main Street

Danbury GT 06810

Bill To

Date

10/31/15

Date

Description


Email correspondence from Molinaro agency regarding additional

0.2 150.00

30.00

pictures required of GP's property.

initial review of subpoena documents, reply to interogatories not received,

0.2 150.00 30.00

telcon to court requesting copy

telcon with VA

0.1 150.00 15.00

Phone call from visiting nurse regarding restarting services.

0.1 150.00

15.00

Phone call from comfort care regarding current home aid taking a few

0.2 150.00 30.00

days off and temp worker filling in.

corres from insurance agent re railings. emailsl text trying to find out if

0.2 150.00 30.00

completed

Phone call from GGGI regarding capturing cost analysis for live-in 0.2 150.00 30.00

caretaker.

request, obtain and forward to insurance agent pictures of railing for 0.3

150.00 45.00

homeowners insurance

telcon with GGGI dawn granier - expenses for lou 0.2 150.00

30.00

follow up paperwork from danbury hostpial

0.2 150.00

30.00

corres from dan gaita to trooper moricoli 0.3

150.00 45.00

l 3 4

review email from dan gaita to state trooper, tcf state trooper 0.2

150.00 30.00

review documents provided by mark broad meyer

3.7 150.00

555.00

Denise Toomey and home aid in office regarding time sheets for GP that

0.2

150.00

30.00

require signature from conservator.

Review scan and file 2015 SSA Benefits Amount notif ication.

0.2 150.00

30.00

legal research on matter 0.7 150.00 105.00

email to carpenter regarding additional need for more railings 0.1 150.00 15.00

2/29/14 emails from and to dan gaita with questions and replies to lou's concerns 0.4

150.00

60.00

corres to from to contractor as well as insurance agent 0.3 150.00 45.00

I

$18,255.00

I

Page 12


16/23

In vo ic e n o


2 Terrace Place


Telephone (203) 744-4852

Louis Russo


10 Main Street

Danbury CT 06810

Bill To

Date

1 0 / 3 1 / 1 5

Date Description

Quantity Rate

Amount

1 2 / 3 0 / 1 4

met with insurance agent to explain railing in attempt to keep active the

0.3 150.00 45.00



0.2 150.00

30.00

1 2 / 3 1 / 1 4

emails from dan gaita

0.6 150.00

90.00

1 2 / 3 1 / 1 4

corres from dan gaita regarding the charitable donations 0.3

150.00

45.00

0 1 / 0 2 / 1 5

Review United Health Care correspondence regarding disenrollment from

0.2 150.00 30.00

Nursing Home Plan.

0 1 / 0 5 / 1 5

email from dan gaita 0.1 150.00 15.00

0 1 / 0 6 / 1 5


insurance, scan a':ld file.

0 1 / 0 6 / 1 5

Preparing for the hearing tomorrow review documents, 2.8

150.00 420.00

0 1 / 0 6 / 1 5

Receipt and review of care takers time sheet, sign and submit to the 0.2 150.00 30.00

agency for payment

0 1 / 0 6 / 1 5


1.5

150.00 225.00


0 1 / 0 7 / 1 5

attendance at hearing - meet w counsel, hearing on 2 motions 4 150.00 600.00

0 1 / 0 7 / 1 5

attendence to dan gaita email, and vacant house insurance quote 0.6 150.00

90.00

0 1 / 0 8 / 1 5


0.3 150.00 45.00

0 1 / 0 9 / 1 5

Attention to 2014 Social Security Benefit Statement,scan and file. 0.2 150.00

30.00

Q 1 / 0 9 / 1 5


estyoffice

0 1 / 0 9 / 1 5

discussion with atty terbrusch regarding dan gaita emails 0.1 150.00 15.00

0 1 / 0 9 / 1 5

Legal research re reasonable conservator fees in regards to proper 3.1 150.00

465.00

standard

0 1 / 1 2 / 1 5

meet w mrs chapman 1st selectman

update all well at this time 0.4

150.00 60.00

0 1 / 1 3 / 1 5

telcon with louis russo

0.3 150.00 45.00

Current

$18,255.00

Page


17/23

STATE OF CONNECTICUT

M A R 1 0 2 0 1 5

'j

I

The Petitioner hereby requests the

COUlt

to approve conservator fees as per attached InVOICe

number 160 dated March 20,2015 in the amount of 10,440.00

COURT OF PROBATE DISTRICT OF HOUSATONIC District

No.

044

ESTATE O N THE MATT ER OF Date: March 20,2015

Louis Russo 13-00304)

PETITIONER:

Dean

L.

Lewis - Conservator of the Estate

Person

2 Terrace Place


WHEREFORE, the undersigned petitions the Court to issue an order approving fees for the

Conservator of Louis Russo.

The representations contained herein are made under the penalties of false statement:

: e ? ~ i : : : : ~

Attorney at Law

Date: March 20, 2015

ORDER

THE FOREGOING motion i~ and heard, it is hereby GRDEREDI

BY THE COURT

Date: Api I I~ ~DIS=


18/23


2 Terrace Place


Date

Invoice No.

0 3 / 2 0 / 1 5

160

Louis Russo

clo


10 Main St.

Danbury CT 06810

Bill To:

M A R 3 0 2 5

l .)U'd()nic; Prul):'te

C lld

Project

Serviced

Description

Quantity

Rate Amount

Review hearing notice. Attention to new Connect

0.3

150.00

45.00

Card. Scan and update client information

accordingly.

Review Certificate of HECM Counseling,

0.3

150.00

45.00

correspondence from Carnbridqe Credit Counceling

Corp regartding Reverse mortgage counseling

session.

Telephone call from Ann Gesacoski who represents

0.2

150.00 30.00

Pope John Paul regarding the motion to mortgage

and our intention of paying off the PJR

Completion and submission of reverse mortgage

1.5

150.00

225.00

application.

Phone call from Resident Trooper of New Fairfield

0.1

150.00

15.00

requesting inforrnation on status of documents from

Mark Broadmeyer.

22 /1 5

Correspondence to town clerk with certificate to

0.2 150.00 30.00

record on the land records

attention to file in preparation for tmrws hearing

2.4 150.00 360.00

preparation of exhibits - review file

2

150.00

300.00

attendance at court - hearing on periodic accting,

6 150.00

900.00

reverse mortgage

telcon atty terbrusch

0.3 150.00

45.00

Telephone call from Ann at Goldman Gruter, she will

0.2 150.00

30.00

not be attending the hearing today and to call her if

needed. She said she as nothing to add as long as

the PJR is paid if a reverse mortgage is obtained.

Attendance at bank for cash to provide to cp

0.2 150.00

30.00

Total

Page 1


19/23


2 Ter-racePlace


Date

lnvoice

No.

0 3 / 2 0 / 1 5

160

Bill To:

Louis Russo

cIa Housatonic Probate Court

10 Main St.

Danbury CT 06810

Project

Serviced

Description

Quantity

Rate

Amount

correspondence with appraiser arranging schedule

0.2

150.00

30.00

attention to ernails, and list of concerns and

1

150.00

150.00

questions, incl meet w atty terbrusch

Telephone call to Anne at Goldman Gruder in

0.2

150.00

30.00

regards 0 yesterdays hearing and the continued

motion for approval of reverse mortqaqe

Preparation of init ial inventory, submiting to the

0.6

150.00

90.00

15

court and mailing copies to all noticed parties

working on procedure to file for VA Benefits on the

0.3

150.00

45.00

VA website

Draft application for HES-IE Weatherization Services

0.8

150.00

120.00

Program for CP, gather and copy requested

documentation and mail to Northeast Utilities.

tel con with goldman gruder additional information

0.2

150.00. 30.00

about rnr russo matter

review of louis notice to the court

1.8

150.00

270.00

Phone call from Comfort Care regarding changing of

0.2

150.00 30.00

home aid worker starting January 30.

Review cor-respondence from Foremost insurance

0.2

150.00

30.00

company regarding status of CP's homeowners

insurance. Scan and file.

Phone call to DSS to check status of benefits.

0.2

150.00 30.00

Filing for VA Pension benefits

1.7

150.00 255.00

telcon with cons person and caregiver

0.1

150.00 15.00

review dan gaita emails, meeting again with atty

0.5

150.00 75.00

terbrusch again over emails from dan gaita, and

authorizations to congresswomen esty

Total

Page 2


20/23


2 Terrace Place


Date

~ I

0 3 / 2 0 / 1 5

160

Invoice No.

Louis Russo

clo


10 Main St.

Danbury CT 06810

Bill To:

Project J

1 I

Serviced

Description

Quantity

Rate Amount

____

_

telcon with atty terbrusch regarding d gaita issues

0.2

150.00 30.00

review ernails from atty terbrusch and d gaita

0.5

150.00 75.00

discussions with appraiser and care giver

0.1

150.00 15.00

review VA benefit statement and submit to proper

0.8

150.00 120.~0

party the

payment

information tor direct deposit

continued work on VA benefit direct deposit

0.6 150.00

90.00

Phone call from CCCI Case Manager r-egarding flew

0.2

150.00 30.00

case manager taking over at the end of the month,

bill payment

0.2

'150.00 30.00

communication with Cong Esty office, campi and

0.5 '150.00

75.00

file VA change of address, and continued DDep

request

Corresponcience with service provider who plows

0.2

150.00 30.00

the driveway

corres from contractor regarciing snow removal for

0.1

150.00 15.00

lou

Review Medicare Summary Notice for Period of

0.2

150.00

30,00

October 2, 2014 to December' 30, 2014. Scan and

file,

Gathering required documentation for Energy

0.5 150.00 75.00

Assistance application and meeting,

telcon to trapper moricoli 203-312-570'1

0.1 '150.00 15.00

attendance afCAAWC tor electric assistance

'1.1

'150.00

'165.00

corr to cI&p regarding matching program

0.8 '150.00

120.00

Review correspondence from Foremost Insurance

0.2

'150.00 30.00

Agency regarding withdrawal of cancellation notice.

Scan and file.

Total

Page 3


21/23


2 Terrace Place

Danbury Connecticut 06810

Date

invoice No.

0 3 / 2 0 / 1 5

160

Louis Russo

o


10 Main St.

Danbury CT 06810

Bill To:

Project

Serviced Description Quantity

Rate

Amount

2/09/15 corres from mount kisco medical group

0.1

150.00

15.00

attention to emails from dan gaita / atty terbrusch

0.4

150.00

60.00

Bank account reconciliation 0.3

150.00

45.00

Phone call to CP regarding his trash pick up 0.2

150.00

30.00

schedule

meeting with atty terbrusch

0.4

150.00

60.00

telcon with winter brothers garbage collection,

0.3

150.00

45.00

arrange service including a month of free service

2 / 1 0 / 1 5

review loan approval notification 0.2 150.00 30.00

2 / 1 0 / 1 5 attendence to bill payment - accounting

0.4

150.00

60.00

2 / 1 0 / 1 5

telcon with attorney fay

0.4

150.00

60.00

0 2 / 1 1 / 1 5

telcon to trooper moirili cell 2039015086

0.1

150.00

15.00

0 2 / 1 1 / 1 5

meet with contractor regarding work to be done for

0.3

150.00

45.00

mortgage

0 2 / 1 2 / 1 5

updating court clerk that action being taken

0.2

150.00

30.00

0 2 / 1 2 / 1 5

confer with rich terbrusch

0.1

150.00

15.00

02/12/15

letter to mark broadmeyer about soc security inquiry

0.4

150.00

60.00

on how funds paid

0 2 / 1 2 / 1 5

Review correspondence from SSA requesting

0.2

150.00

30.00

information from previous rep payee.

0 2 / 1 2 / 1 5

Phone call trorn Winters Brothers regarding issues

0.2

150.00

30.00

concerninq trash pick up.

0 2 / 1 5 / 1 5

attention to email from dan gaita

0.1

150.00

15.00

02/17/15

Review correspondence from Medicare regardign

0.2

150.00

30.00

cnaqne il l prescription coverage. Scan and fi le.

0 2 / 1 7 / 1 5

Review correspondence from Department of Health

0.2

150.00

30.00

Total

Page 4


22/23


2 Terrace Place


Date

lhvoice No.

0 3 / 2 0 / 1 5

160

Louis Russo


10 Main St.

Danbury CT 06810

Bill To:

Project

Page 5

Serviced

Description

Quantity

Rate Amount

and Human Services regarding enrollment in

Medicare Drug Plan. Scan and file.

Attention to 2015 Welcome guide for Medicare for

0.2 150.00 30.00

CP's plan.

DSS interview on phone regarding benefits

0.2 150.00 30.00

corms to cons person with new insurance card

0.2

150.00 30.00

review motion filed in support of reverse mortgage

0.3 150.00 45.00

by the PJP home counsel

telcon with atty terbrusch relaying information from

0.2

150.00 30.00

his 30 min conv with louis

Review United Health Care regarding notice of

0.2

150.00

30.00

denial of payment.

meeting with Attorney Terbrusch after he spoke with

0.3

150.00

45.00

the cp, the cp requested more different types of

food, and a car

meeeting with atty terbrusch

0.4 150.00 60.00

Phone calls to Social Worker at Pope John Paul and

0.3 150.00

45.00

to Ron Sparks at Independent Northwest regarding

medicare denail of medical equipment and attempt

to track down who is responsible fO,rordering them.

30.00

eview correspondence from AARP Medicare

0.2 150.00

regarding enrollment in prescription drug plan. Scan

.

and file Medicare RX Card.

telcon with atty mckenna regarding scheduling relay

0.1 150.00

15.00

same with atty terbrusch

Review correspondence from Town of New Fairfield

0.2 150.00 30.00

regarding refiling tax credit application.

Total


23/23

\

Law Offices 0 Dea Llewis LLC

2

Terrace Pace

Danbu-; C eu

cut

06810

03/20/15

160

Date

Invoice No.

8,

To:

I

ouis Russo


10

Main St.

Danbury CT 06810

I--_p_r_o_je~

Serviced

Description

Quantity

Rate

Amount

---

Telephone call to DSS to order new ebt card, the

0.7

150.00

105.00

I

irst came with conservators name on it

meet with states attorney personell

0.7

150.00

105.00

meeting with atty terbrusch

0.2

150.00

30.00Draft cal-respondence to Pope John Paul inquiring

0.5

150.00

75.00bout purchase and insurance submission or

A t

medical items for CP.

telcon with purple heart - vicky thomas

1

150.00

150.00

03-984-2138

email from trooper moricoli

0.1

150.00

15.00

complete and submit tax reduction for to assessor

0.4

150.00

60.00

accounting

0.2

150.00

30.00

Bill payment

0.2

150.00

30.00drafting and submission of motion for order

1.2

150.00

180.00

Phone call to care taker regarding plowing, take

0.2

150.00

30.00

rocery order.

Order grocery's for CP via Pea Pod for delivery.

0.4

150.00

60.00

Phone call from Mindy Bottone regarding CP being

0.1

150.00

15.00ver Cap Limit for services.

Attention to notice from Foremost insurance. Scan

0.2

150.00

30.00

nd file.

telcon to ray mencio abott tee

0.1

150.00

15.00

email from vicki thomas re heating system and

1

150.00

150.00

esponse

Phone call from Home Aid regarding unable to get

0.2

150.00

30.00

o CP's mail box to pick up mail. Washing Machine

Total

Fees charged against Louis Russo's Estate by second court appointed Conservator, Attorney Dean Lewis

Documents

Transcript of Fees charged against Louis Russo's Estate by second court appointed Conservator, Attorney Dean Lewis