Hidden Ball Trick -- Balk?

 
With a runner on first base (R1), the defensive coach calls "time" to talk to his pitcher.
 
After the coach returns to the dugout and everyone is ready to resume play, the pitcher gets on the pitching rubber to get his signs from the catcher. The plate umpire calls "play", so R1 takes a lead a few steps off of first base. At that point, the first baseman tags R1 -- the old "hidden ball trick".
 
The defense team is overjoyed with the out. The offensive team wants a balk called because the pitcher was on the rubber without the ball. The umpires will want to huddle on this one! Now what?
 
Call
In NF, while the ball is live, the pitcher may not position himself within about 5 feet of the pitching rubber without having the ball (NF 6-2-5). If he does, it is a balk. 
 
In the situation below, after the coach had completed his conference with his pitcher, the plate umpire mistakenly put the ball in play (NF 2-29-1 and 5-1-4). Since the ball was not properly made live, neither an out nor a balk should be called.