Philip Shalloway

Philip Shalloway was an attorney for our family for years and our Dad, who was also an attorney, spoke highly of him. I did not have the pleasure of meeting Philip Shalloway.

1983

1983.09.08 (Philip Shalloway to Jean O’Connell)
"Charges as of September 1
8/1 Conference 1.1 $110.00
Total due $110.00”

1984

The following memos are on the front of a large manila envelope ("Big envelope 1") addressed to Jean OConnell. In Jean OConnell's hand writing except where noted. The initials "PDS" are probably for Philip D. Shalloway, and "CJW" for Clement J. Wall. Most are undated so their chronology is guesswork. The other side of this large manila envelope is blank. I'll call the memo side of this large manila envelope "big envelope 1"

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Unknown date. (Jean O'Connell on big envelope 1)
"Will and estate papers of H. A. OConnell."

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1984.12.84 (Jean O'Connell to Philip Shalloway on big envelope 1)
"to Mr. Shalloway:
Please do what is necessary to really finish up the estate details of my husband, H. A. OConnell. Will, estate filings, tax forms and IRS letter of estate tax acceptance are included. Thank you - Jean OConnell,
12-18-84"

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Unknown date. (Jean O'Connell on big envelope 1)
"*not returned by Mr. Wall"

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Unknown date. (Jean O'Connell on big envelope 1)
"*P.S. Notice from Sheriff 12/15/84 and $25 service check included."

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Unknown date (Unknown author on big envelope 1)
"971-2855" (Jean O'Connell's home phone number, not her handwriting)

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Unknown date (Philip Shalloway on big envelope 1)
"19 Dec 84 - file received from client - PDS [Philip D. Shalloway]
20 Dec 84 - file given to CJW- [Clement J. Wall]
Extension to 3 Jan 1985 granted by Com. of Acts"

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Unknown date (Philip Shalloway on big envelope 1)
"Will WB201-96
List of Heirs WB201-110
Inventory WB240-804"

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Unknown date (Philip Shalloway on big envelope 1)
"Real Estate (both parcels)
title held as tenants in common
(1/2 undivided interest in"

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Unknown date (Philip Shalloway on big envelope 1)
" First Accounting filed and approved (26 May 75 to 26 May 1977 WB241-397
2nd Accounting (to be) (filed with Commissioner on 3 Jan 1985) (26 May 7 to 31 Dec 1980"

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Unknown date (Jean O'Connell on big envelope 1)
"already filed 1980-JM O'C" (Under Philip Shalloway's "(filed with Commissioner on 3 Jan 1985)" "delivered then" (Under Philip Shalloway's "(26 May 7 to 31 Dec 1980")

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Unknown date (Unknown author on big envelope 1)
"941-3700" (Philip Shalloway's office number)

1985

1985.01.03   (Philip Shalloway to Jean O’Connell)
"Review of file, Meeting with Commissioner of Accounts, Review of Fiduciary File, Checking of land records to ascertain title, Telephone calls to accountant, and Conference
                                                                                                  6.0 hrs.            $600.00
Preparation of Last Will and Testament                                                             150.00
Balance due on account                                                                                    $750.00”

1985.01.16 (Philip Shalloway to Jean O’Connell)
"Upon reviewing my files I cannot find where you have paid for your Last Will and Testament. You stated that you had a cancelled check. Please forward to me a copy of that check so I can determine where that payment was credited. Usually on fee checks, we like to pencil in our file number somewhere on the face of the check and that reference would be most helpful to me in determining where your check was credited.
I discussed your objections concerning our fees with Mr. Wall who was quite surprised at your position. Since you feel so strongly that the work we did at your request did not justify the $600.00 charged, Mr. Wall authorized me to deduct $100.00 from the bill for the time he expended. You must remember the work we did for you was done without consultation since you delivered a file to us and was unavailable for discussion about it since you went out of town immediately after delivery. The file was reviewed carefully. Mr. Wall did contact and meet with the Commissioner of Accounts and reviewed your probate file at the clerk's office. We also made various telephone calls to your past accountants and checked the land records to make sure that title was correct. All of these things involve time which the Client does not see but the time, in fact, was expended.
In reference to outlining your fee to eliminate the Trust set up in your husband's Last Will and Testament, I feel that since you have disputed our time and fees previously charged to you, it would be better for you to obtain another attorney to provide that service for you. If you will recall, your husband's Will was quite long and complicated and removal of the Trust could be quite complex and time consuming, and it would be unfair for me to estimate a fee to provide that service at this time.
Remember your deadline to file your accounting is the 31st day of this month, and I wish you the best of luck in accomplishing this accounting and finding another attorney to provide the services outlined herein.
Very truly yours,
Philip D. Shalloway”

1985.02.08 (Philip Shalloway to Jean O’Connell)
"I am in receipt of your letter of February 3, 1985, and even though I did not remember keeping any of your papers I completely reviewed my file, contacted Mr. Clement J. Wall who also reviewed his file, and it is both of our recollection that all the papers, including the items you requested in your correspondence, were returned to you a t our last meeting on January 3, 1985.
The two items you refer to had to be given to you because, without them, your accountant could not have prepared the final accounting that was due January 31, 1985. Perhaps you should contact your accountant to see if you gave than to her.
I hope you find your papers soon.
Very truly yours,
Philip D. Shalloway”

1985.02.14   (Philip Shalloway to Jean O’Connell)
Review of file, Meeting with Commissioner of Accounts, Review of Fiduciary File, Checking of land records to ascertain title, Telephone calls to accountant, and Conference
                                                                      6.0 hrs. $600.00
Preparation of Last Will and Testament                        150.00
Balance due on account                                              $750.00
Credit from Clement J. Wall                                         100.00
Credit on previous payment (*)                                     110.00
Balance due on account                                               $540.00
(*) I believe this $110.00 was paid for a conference and not for your Will since it was not executed until sometime later. However, to prevent any further confusion I am giving you full credit for this payment.

1985.03.01 (Philip Shalloway to Jean O’Connell)
Enclosed is your check in the amount of $80.00 which is completely unacceptable.
As I explained in my previous letter, the time was spent on your case and you have also received a credit of $210.00 towards the amount billed and no other credits will be given. The total sum of $540.00 is still due and owing.
Very truly yours,
Philip D. Shalloway”

1985.03.31 (Philip Shalloway to Jean O’Connell)
Balance due on previous billing $540.00

1985.04.30 (Philip Shalloway to Jean O’Connell
Balance due on previous billing $540.00

1985.06.30 (Philip Shalloway to Jean O’Connell
Balance due on previous billing $540.00

1985.07.31 (Philip Shalloway to Jean O’Connell
Balance due on previous billing $540.00

1985.08.31 (Philip Shalloway to Jean O’Connell
Balance due on previous billing $540.00

1985.09.30 (Philip Shalloway to Jean O’Connell
Balance due on previous billing $540.00

1985.10.31 (Philip Shalloway to Jean O’Connell
Balance due on previous billing $540.00