In-Class Evaluation #3

Note: ensure that the billable hour rate is set to $150/hr.

Part 1 (10 Marks)

Julia Patel matter.

Julia provided the firm with a retainer by cheque #546 on April 5, 2024 in the amount of $500.00

The time dockets for Julia’s matter are as follows:

 April 5, 2024 initial consultation with client. 35 minutes.

 April 8, 2024 – draft N5 and arrange for service of N5 on tenant – 25 minutes
 May 2, 2024 – draft and file L1 application with the Landlord Tenant Board in Toronto. Flat fee
$250.00

Disbursements

 April 9, 2024 – payment to process server for service of N5 – trust cheque (#001) – payable to
Speedy Process Servers in the amount of $64.00
 April 18, 2024 – tenant credit report – $35 plus HST paid from general account with email
transfer (ref# WrT569) paid to Credit Bureau Masters
 May 2, 2024 – filing fee for L1 application - $190 – paid trust cheque (#003) paid to Tribunals
Ontario

Prepare a draft account dated May 6, 2024 for Julia and review

Prepare a final (complete) invoice for Julia dated May 6, 2024.

Pay invoice from trust through electronic transfer on May 7, 2024 (ref # TR780

Note: when downloading Form 9A for trust transfer ensure account # and bank address information is
entered (you can make this up but be consistent).

Pay the firm with funds held in Trust for Julia. Payment is made by Electronic Funds Transfer – complete
and download the Form 9A.

On May 9, 2024 you receive an email transfer (Ref# RC37678) from Julia as payment for the for the
outstanding balance. Check the Receipt Box – In the Receipt Notes type Payment for Invoice # xxx)

Submission:

In the assignment drop box in eCentennial upload the following files

 Final(complete) Invoice for Julia’s matter dated May 6, 2024 (10 marks)
 Form 9A dated May 7, 2024 (3 marks)
 Receipt dated May 9, 2024 (2 marks)
Part 2 (10 Marks)

On April 10, by Ross Trigg, the President and owner of Trigg Motor Cars Ltd provided your firm with a
retainer of $750 by email transfer (ref. PQR456). Trigg Motor Cars Ltd is the client.

The time dockets for this matter are as follows:

 April 11, 2024 – initial client consultation to discuss claim. 8:30 – 9:45 am
 April 15, 2024 – Draft and review Defence to the Plaintiff’s claim. 2:15 – 3:24 pm
 April 19, 2024- Arrange for service of Defence on representative for the Plaintiff. 0.2 hrs
 April 22, 2024 - File Defence with Oshawa Small Claims Court 0.4 hrs

Disbursements:
 April 12, 2024 – photocopies of claim and supporting documents – 85 pages (general account)
 April 22, 2024 – Court filing fees for Defence $77.00 - paid from trust using a cheque paid to
Minister of Finance – (#002)

Prepare a draft account dated May 9, 2024 for Trigg Motor Car and review

Prepare a final (complete) invoice for Trigg Motor car dated May 9, 2024.

Pay invoice from trust through electronic transfer on May 10, 2024 (ref# RC5908)

Note: when downloading Form 9A for trust transfer ensure account # and bank address information is
entered (you can make this up but be consistent).

Pay the firm with funds held in Trust for Trigg Motor. Payment is made by Electronic Funds Transfer –
complete and download the Form 9A.

Submission

In the assignment drop box in eCentennial upload the following files

 Final(complete) Invoice for Trigg Motor’s matter dated May 9, 2024 (10 marks)
 Form 9A dated May 10, 2024 (3 marks)
 Copy of your email invoice summary for Trigg Motors only (2 marks)

Evaluation
One mark will be deducted for incorrect or missing information and transactions. One half mark
deducted for spelling or typos.