to record on appeal

325 Pages·2016·10.35 MB·English

IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT
IN AND FOR PALM BEACH COUNTY, FLORIDA
CASE NO.:50-2014-GA-000630-XXXX-NB
FOURTH DISTRICT CASE NO.:4D16-2132
WILLIAM WEBSTER MILLSAPS
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6 COPIES FURNISHED TO:
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9 DONNA GREENSPAN SOLOMON, ESQ
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I WEBB MILLSAPS, ESQ
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ELLEN S. MORRIS, ESQ
[email protected]
RECORDS ON APPEAL 000001
____________________________________________________________________
IN THE CIRCUIT COURT OF THE 15TH JUDICIAL CIRCUIT
IN AND FOR PALM BEACH COUNTY, FLORIDA
____________________________________________________________________
Record on Appeal Index
Thursday, August 04, 2016
Case #: 502014GA000630XXXXNB
Case Description: WEBB MILLSAPS
DateFiled INSTRUMENT Page
12/04/14 ORDER APPOINTING COUNSEL: ORDER APPOINTING COUNSEL ON PETITION FOR APPOINTM 0008-0008
12/04/14 ORDER APPTG EMER TEMP GDN: ORDER APPOINTING EMERGENCY TEMPORARY GUARDIAN Fi 0009-0010
12/04/14 LTRS EMER TEMP GDN OF PER/PROP: LETTERS OF EMERGENCY TEMPORARY GUARDIANSHIP 0011-0012
12/08/14 EMERGENCY MOTION: TO COMPEL SUNTRUST BANK TO PROVIDE ACCESS TO FINANCIAL RE 0013-0015
12/08/14 APPLICATION OF GUARDIAN: FOR APPOINTMENT OF ELIZABETH SAVITT AS PLENARY GUA 0016-0019
12/08/14 OATH: OF PLENARY GUARDIAN ELIZABETH SAVITT AND DESIGNATION OF RESIDENT AGEN 0020-0021
12/08/14 AGREED ORDER: AGREED ORDER GRANTING EMERGENCY MOTION TO COMPEL SUNTRUST BAN 0022-0023
01/05/15 PETITION FOR APPOINTMENT: OF PERMANENT GUARDIAN F/B PETITIONER E-FILED File 0024-0027
01/07/15 ORDER APPOINTING GDN OF PERSON: APPOINTING ELIZABEHT SAVITT AS LIMITED GUAR 0028-0030
01/07/15 LETTERS: OF LIMITED GUARDIAN S/B JUDGE JEFFREY D GILLEN 0031-0032
01/07/15 COPY: COPY OF ORDER DETERMINING LIMITED INCAPACITY; SIGNED BY JUDGE GILLEN 0033-0034
01/08/15 ORDER APPT EXAMINING COMMITTEE: FOR GUARDIAN TO PAY EXAM COMMITTEE S/B JUDG 0035-0036
01/09/15 PETITION FOR ATTORNEY'S FEES: F/B ATTY HAZELTINE 0037-0044
02/26/15 MOTION FOR EXTENSION OF TIME: TO INITIAL GUARDIANSHIP PLAN AND VERIFIED INV 0045-0046
03/12/15 PETITION: FOR AUTHORIZATION TO ACT F/B ATTY HAZELTINE OBO GUARDIAN Filed by 0047-0048
03/16/15 PETITION: FOR AUTHORITY TO ACT F/B ATTY HAZELTINE OBO ELIZABETH SAVITT File 0049-0050
03/24/15 AGREED ORDER: AUTHORIZING PAYMENT OF ATTORNEYS FEES AND COSTS S/B JUDGE JEF 0051-0051
03/24/15 AGREED ORDER: ON MOTION FOR EXTENSION OF TIME OF 45 DAYS TO FILE REPORTS S/ 0052-0052
03/25/15 AGREED ORDER: FOR AUTHORIZATION TO ACT S/B JUDGE JEFFREY D GILLEN 0053-0054
04/15/15 CLERK AUDIT VERIFIED INVENTORY 0055-0059
04/15/15 CLERKS REVIEW OF GDNSHP PLAN 0060-0061
04/21/15 ORDER APPROVING GDNSHP PLAN: FOR 12/4/15 - 1/31/16 S/B JUDGE JEFFREY D GILL 0062-0062
04/21/15 ORDER APPROVING INVENTORY: S/B JUDGE JEFFREY D GILLEN 0063-0063
04/22/15 PETITION FOR ATTORNEY'S FEES: F/B ATTY HAZELTINE Filed by ATTORNEY SHERI L 0064-0070
05/04/15 AGREED ORDER: AUTHORIZING PAYMENT OF ATTORNEYS FEES AND COSTS F/B JUDGE JEF 0071-0071
08/25/15 PETITION FOR ORDER: AUTHORIZING PAYMENT OF COMPENSATION AND EXPENSES OF GUA 0072-0086
09/22/15 AGREED ORDER: AUTHORIZING COMPENSATION AND EXPENSES OF GUARDIAN S/B JESSICA 0087-0087
12/11/15 ORDER TO SHOW CAUSE: FOR 1/5/16 AT 9 S/B MAGISTRATE SARAH WILLIS - cancelle 0088-0088
01/11/16 PETITION FOR ATTORNEY'S FEES: F/B SHERI HAZELTINE 0089-0093
01/12/16 CLERKS REVIEW OF GDNSHP PLAN 0094-0095
01/13/16 PETITION FOR ORDER: PETITION FOR ORDER AUTHORIZING PAYMENT OF COMPENSATION 0096-0101
01/19/16 ORDER APPROVING GDNSHP PLAN: FOR 2/1/16 - 1/31/17 DTD 1/14/16 S/B JUDGE JES 0102-0102
01/26/16 STIPULATION: FOR SUBSTITUTION OF COUNSEL F/B ATTY HAZELTINE E-FILED 0103-0104
02/03/16 PETITION FOR ATTORNEY'S FEES: F/B ATTY HAZELTINE E-FILED 0105-0109
02/03/16 AFFIDAVIT OF CLERK: AND APPLICATION FOR 3RD PARTY SUBPOENA F/B ANTHONY PALM 0110-0112
02/04/16 CORRESPONDENCE: TO ELLEN MORRIS FROM ANTHONY PALMIERI DEPUTY CLERK & SENIOR 0113-0115
02/10/16 ORDER OF RECUSAL/REASSIGNMENT: DTD 2/1/16 S/B JUDGE JESSICA TICKTIN 0116-0116
000002
____________________________________________________________________
IN THE CIRCUIT COURT OF THE 15TH JUDICIAL CIRCUIT
IN AND FOR PALM BEACH COUNTY, FLORIDA
____________________________________________________________________
Record on Appeal Index
Thursday, August 04, 2016
Case #: 502014GA000630XXXXNB
Case Description: WEBB MILLSAPS
02/11/16 NOTICE OF REASSIGNMENT CIVIL 0117-0117
02/13/16 PETITION: FOR REMOVAL OF GUARDIAN, ELIZABETH SAVITT, BASED ON WASTING, EMBE 0118-0144
02/13/16 APPENDIX: SUMMARY OF BANK STATEMENT 0145-0145
02/19/16 PETITION FOR ORDER: AUTHORIZING GUARDIAN TO ACT F/B ELIZABETH SAVITT 0146-0148
02/19/16 PETITION FOR ORDER: AUTHORIZING GUARDIAN TO ACT F/B ELIZABETH SAVITT 0149-0150
02/25/16 ORDER: AUTHORIZING GUARDIAN TO ACT DTD 2/25/16 JDG HOWARD COATES 0151-0151
02/25/16 ORDER: AUTHORIZING GUARDIAN TO ACT DTD 2/25/16 JDG HOWARD COATES 0152-0152
02/26/16 MOTION TO DISMISS: PETITION FOR REMOVAL OF GUARDIAN, ELIZABETH SAVITT F/B 0153-0156
03/01/16 MOTION TO STRIKE: REQUEST FOR NOTICES AND COPIES OF PLEADINGS - F/B ATTY MO 0157-0161
03/02/16 OBJECTION: PETITIONER'S OPPOSITION TO GUARDIAN'S MOTION TO STRIKE REQUEST F 0162-0171
03/02/16 OBJECTION: PETITIONER'S OPPOSITION TO GUARDIAN'S MOTION TO DISMISS - F/B AT 0172-0199
03/08/16 AGREED ORDER: AUTHORIZING COMPENSATION AND EXPENSES OF GUARDIAN DTD 3/7/16 0200-0200
03/14/16 ORDER AWARDING ATTORNEY FEES: AND COSTS DTD 3/10/16 JDG HOWARD COATES 0201-0201
03/14/16 AGREED ORDER: AUTHORIZING PAYMENT OF ATTORNEYS FEES AND COSTS - SIGNED 3/1 0202-0202
03/22/16 MOTION: FOR ATTORNEY'S FEES AND INTEREST - F/B ELIZABETH SAVITT 0203-0204
04/19/16 PETITION FOR ORD DESIG DEPOSIT: F/B ATTY MORRIS OBO PETITIONER 0205-0208
04/25/16 MOTION TO STRIKE: GUARDIAN'S NOTICE OF SPECIAL SET HEARING F/B ATTY SOLOMON 0209-0211
04/29/16 PETITION TO EXTEND TIME: FOR FILING ANNUAL ACCOUTING F/B GRD 0212-0212
05/03/16 ORDER EXTENDING TIME: FOR FILINGANNUAL ACCOUNTING S/B JUDGE HOWARD K. COATE 0213-0213
05/03/16 PETITION: TO VACATE SETTLEMENT OF UNDERLYING ACTIONS & TO SET ASIDE SISMISS 0214-0226
05/03/16 MOTION TO STRIKE: NOTICE OF SPECIAL-SET HEARING FILED BY DONNA GREENSPAN SO 0227-0229
05/19/16 ORDER DESIGNATING DEPOSITORY: FOR ASSETS WITH INVESTMENT POWERS AND APPROVI 0230-0232
05/27/16 ORDER: (OMNIBUS) ON MOTION TO DISMISS PETITION FOR REMOVAL OF GUARDIAN, M 0233-0235
06/12/16 MOTION: FOR REHEARING OF OMNIBUS ORDER - F/B WILLIAM MILLSAPS & DONNA GREEN 0236-0314
06/15/16 RESPONSE TO:: PETITIONERS' MOTION FOR REHEARING OF OMNIBUS ORDER - F/B ELIZ 0315-0316
06/16/16 ORDER DENYING: PETITIONER'S MOTION FOR REHEARING OF OMNIBUS ORDER DTD 06/16 0317-0317
06/21/16 NOTICE OF APPEAL CIVIL: F/B ATTY SOLOMON 0318-0324
08/04/16 CERTIFICATE OF CLERK 0325-0325
000003
Case #: 502014GA000630XXXXNB
Case Description: WEBB MILLSAPS
# Effective Date Count Description
1 12/3/2014 ADDITIONAL COMMENTS
2 12/3/2014 CPFF/FO-PP-PR-GA
3 12/3/2014 PENDING
4 12/3/2014 PETITION APPTG EMER TEMP GDN
5 12/3/2014 NOTICE OF CONFIDENTIAL FILING
6 12/3/2014 RECEIPT FOR PAYMENT
7 12/4/2014 ORDER APPOINTING COUNSEL
8 12/4/2014 ORDER APPTG EMER TEMP GDN
9 12/4/2014 LTRS EMER TEMP GDN OF PER/PROP
10 12/5/2014 NOTICE OF APPEARANCE
11 12/8/2014 EMERGENCY MOTION
12 12/8/2014 APPLICATION OF GUARDIAN
13 12/8/2014 OATH
14 12/8/2014 NOTICE OF UNAVAILABILITY
15 12/8/2014 AGREED ORDER
16 12/18/2014 NOTICE OF UNAVAILABILITY
17 1/5/2015 PETITION FOR APPOINTMENT
18 1/7/2015 NOTICE OF APPEARANCE
19 1/7/2015 DISPOSED BY JUDGE
20 1/7/2015 ORDER APPOINTING GDN OF PERSON
21 1/7/2015 LETTERS
22 1/7/2015 COPY
23 1/8/2015 ORDER APPT EXAMINING COMMITTEE
24 1/9/2015 REOPEN
25 1/9/2015 PETITION FOR ATTORNEY'S FEES
26 2/26/2015 REOPEN
27 2/26/2015 MOTION FOR EXTENSION OF TIME
28 3/6/2015 INITIAL GUARDIANSHIP PLAN
29 3/6/2015 NOTICE OF CONFIDENTIAL FILING
30 3/6/2015 INITIAL VER GDNSHP INVENTORY
31 3/12/2015 REOPEN
32 3/12/2015 PETITION
33 3/16/2015 REOPEN
34 3/16/2015 PETITION
35 3/18/2015 NOTICE OF HEARING
36 3/24/2015 REDISPOSED
37 3/24/2015 REDISPOSED
38 3/24/2015 AGREED ORDER
39 3/24/2015 AGREED ORDER
40 3/25/2015 REDISPOSED
41 3/25/2015 AGREED ORDER
42 4/15/2015 CLERK AUDIT VERIFIED INVENTORY
43 4/15/2015 CLERKS REVIEW OF GDNSHP PLAN
44 4/15/2015 REOPEN
Page 1 of 4
000004
Case #: 502014GA000630XXXXNB
Case Description: WEBB MILLSAPS
# Effective Date Count Description
45 4/15/2015 REOPEN
46 4/21/2015 REDISPOSED
47 4/21/2015 REDISPOSED
48 4/21/2015 ORDER APPROVING GDNSHP PLAN
49 4/21/2015 ORDER APPROVING INVENTORY
50 4/22/2015 REOPEN
51 4/22/2015 PETITION FOR ATTORNEY'S FEES
52 5/1/2015 REDISPOSED
53 5/4/2015 AGREED ORDER
54 8/25/2015 REOPEN
55 8/25/2015 PETITION FOR ORDER
56 9/22/2015 REDISPOSED
57 9/22/2015 AGREED ORDER
58 12/11/2015 REOPEN
59 12/11/2015 ORDER TO SHOW CAUSE
60 12/14/2015 ANNUAL GUARDIANSHIP PLAN
61 1/11/2016 REOPEN
62 1/11/2016 PETITION FOR ATTORNEY'S FEES
63 1/12/2016 REOPEN
64 1/12/2016 CLERKS REVIEW OF GDNSHP PLAN
65 1/13/2016 REOPEN
66 1/13/2016 PETITION FOR ORDER
67 1/15/2016 INACTIVE DIVISION
68 1/19/2016 ORDER APPROVING GDNSHP PLAN
69 1/25/2016 NOTICE
70 1/25/2016 NOTICE
71 1/26/2016 STIPULATION
72 2/3/2016 PETITION FOR ATTORNEY'S FEES
73 2/3/2016 AFFIDAVIT OF CLERK
74 2/4/2016 CORRESPONDENCE
75 2/4/2016 NOTICE OF PRODUCTION NON PARTY
76 2/5/2016 SUBPOENA ISSUED
77 2/10/2016 ORDER OF RECUSAL/REASSIGNMENT
78 2/11/2016 DIVISION ASSIGNMENT
79 2/11/2016 NOTICE OF REASSIGNMENT CIVIL
80 2/13/2016 PETITION
81 2/13/2016 APPENDIX
82 2/17/2016 NOTICE OF HEARING
83 2/19/2016 PETITION FOR ORDER
84 2/19/2016 PETITION FOR ORDER
85 2/19/2016 NOTICE OF HEARING
86 2/22/2016 NOTICE OF HEARING
87 2/23/2016 NOTICE
88 2/23/2016 NOTICE
Page 2 of 4
000005
Case #: 502014GA000630XXXXNB
Case Description: WEBB MILLSAPS
# Effective Date Count Description
89 2/23/2016 AFFIDAVIT
90 2/23/2016 CLERK SUBPOENA ISSUED
91 2/23/2016 CLERK SUBPOENA ISSUED
92 2/25/2016 REQUEST
93 2/25/2016 ORDER
94 2/25/2016 ORDER
95 2/26/2016 MOTION TO DISMISS
96 2/26/2016 REQUEST FOR COPIES
97 3/1/2016 MOTION TO STRIKE
98 3/2/2016 OBJECTION
99 3/2/2016 OBJECTION
100 3/8/2016 AGREED ORDER
101 3/14/2016 ORDER AWARDING ATTORNEY FEES
102 3/14/2016 AGREED ORDER
103 3/22/2016 MOTION
104 3/22/2016 NOTICE OF HEARING
105 3/23/2016 NOTICE OF HEARING
106 3/24/2016 NOTICE OF HEARING
107 4/19/2016 PETITION FOR ORD DESIG DEPOSIT
108 4/21/2016 NOTICE OF HEARING
109 4/25/2016 MOTION TO STRIKE
110 4/29/2016 PETITION TO EXTEND TIME
111 5/3/2016 NOTICE OF HEARING
112 5/3/2016 ORDER EXTENDING TIME
113 5/3/2016 PETITION
114 5/3/2016 RE-NOTICE OF HEARING
115 5/3/2016 MOTION TO STRIKE
116 5/3/2016 RE-NOTICE OF HEARING
117 5/19/2016 ORDER DESIGNATING DEPOSITORY
118 5/27/2016 ORDER
119 6/1/2016 ANNUAL GUARDIANSHIP ACCOUNTING
120 6/1/2016 NOTICE OF CONFIDENTIAL FILING
121 6/6/2016 PAID <AMOUNT> ON RECEIPT <NUMBER>
122 6/12/2016 MOTION
123 6/15/2016 RESPONSE TO:
124 6/16/2016 ACCEPTANCE
125 6/16/2016 ORDER DENYING
126 6/21/2016 NOTICE OF APPEAL CIVIL
127 6/21/2016 APPEALS CALENDAR EVENT
128 6/23/2016 AUTOMATIC RECEIPT APPELLATE FILING
129 6/23/2016 PAID <AMOUNT> ON RECEIPT <NUMBER>
130 6/27/2016 ORDER
131 6/27/2016 ACKNOWLEDGMENT OF NEW CASE
132 6/28/2016 PETITION
Page 3 of 4
000006
Case #: 502014GA000630XXXXNB
Case Description: WEBB MILLSAPS
# Effective Date Count Description
133 6/29/2016 MOTION
134 6/29/2016 MOTION
135 6/30/2016 PETITION FOR ATTORNEY'S FEES
136 7/14/2016 NOTICE OF HEARING
137 7/14/2016 NOTICE OF HEARING
138 7/18/2016 PETITION FOR ORDER
139 7/18/2016 NOTICE OF HEARING
140 7/21/2016 REQUEST
141 7/21/2016 REQUEST
142 7/21/2016 REQUEST
143 7/21/2016 REQUEST
144 7/21/2016 NOTICE
145 7/21/2016 NOTICE
146 7/28/2016 ORDER
Page 4 of 4
000007
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IN THE CIRCUIT COURT OF THE FIFTEENm JUDICIAL CIRCUIT,
IN AND FOR PALM BEACH COUNTY, FLORIDA
PROBATE/GUARDIANSHIP DIVISION "IZ"
CASE NUMBER: 502014GA000630SB
IN RE: GUARDIANSHIP OF,
FRANCIS BERKOWITZ,
Alleged Incapacitated Person.
ORDER APPOINTING COUNSEL ON PETITION FOR
APPOINTMENT· OF EMERGENCY TEMPORARY GUARDIAN
THE COURT hereby ORDERS that EDWARD SHIPE, Esquire, is hereby appointed counsel
to represent FRANCIS BERKOWITZ an alleged ,incapacitated person, in all pending matters under
744.3031( 1) , Petition for Determination of Emergency Temporary Guardian, Florida Statutes.
DONE AND ORDERED at Delray Beach, Palm Beach County, Florida, on this 4TH day of
DECEMBER, 2014.
Copies furnished to:
FRANCIS BERKOWTIZ
ALLEGED WARD
8925 WOODGROVE RIDGE COURT
BOYNTON BEACH, FL 33473
WEBB MILLSAPS, ESQUIRE
ATTORNEY FOR PETITIONER
160 W. CAMINO REAL #190
BOCA RA TON, FL 33486
561-900-7238
EDWARD SHIPE, ESQUIRE
ATTORNEY FOR ALLEGED WARD
350CAMINO GARDENS BLVD., #301
BOCA RA TON, FL 33432
561-347-7070
ELIZABETH SA VITT, ESQ.
PROFESSIONAL GUARDIAN
501 N. COUNTRY CLUB RD
ATLANTIS, FL 33462
561-573-1292
Copies furnished by e·mail
000008
IN THE CIRCUIT COURT FOR PALM BEACH COUNTY,
FLORIDA
IN RE: GUARDIANSHIP OF
Frances Berkowitz
Division -;[°1 ,,,.-
ORDER APPOINTING EMERGENCY TEMPORARY GUARDIAN
On the petition of Webb Millsaps for appointment of emergency temporary guardian for
Frances Berkowitz, an alleged incapacitated person, who is represented by counsel in these
proceedings, and it appearing to the court that there is an imminent danger that the physical or
mental health or safety of the alleged incapacitated person will be seriously impaired or that the
property of that person is in danger of being wasted, misappropriated or lost unless immediate action
is taken; and the court havingjurisdiction and being fully advised; it is
ADJUDGED as follows:
I. is qualified to serve and is-hereby appointed as plenary
emergency temporary guardian of the person of Frances Berkowitz (the "AIP" or
"Ward").
2. Upon taking the prescribed oath, filing designation of resident agent and acceptance
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and entering into bond in the amount of$ payable to the Governor of the State ofF lorida
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and all successors in office, conditioned on faithful performance of all duties ·by the guardian,
letters of emergency temporary guardianship shall be issued to the plenary emergency temporary
guardians granting the following powers and duties:
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CFN 20140448534, OR BK 27200 PG 144,RECORDED 12/05/2014 12:27:17
Sharon R. Bock,CLERK & COMPTROLLER, Palm Beach County, NUM OF PAGES 2
000009
AMT:
4. T?e Court is not aware whether the Ward has executed any va:fid advance directive
l
under Chapter 765, Florida Statutes. Ifa ny such advance directive exists, the guardian shall exercise
no authority over a health care surrogate until further order of this Court.
5. Unless further extended by order of this Court, the authority oft he plenary emergency
temporary guardian will expire ninety (90) days after the date of this order, or when a guardian is
appointed pursuant to Florida Statutes Section 744.344, whichever occurs first
ORDERED on vG'Q!t\'3a?R Lf , 2014.
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CFN 20140448534 BOOK 27200 P0A00G01E0 145, 2 OF 2