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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 Appellant(s), l a e p VS. p A f o t GUARDIANSHIP OF FRANCES BERKOWITZ, ET AL. r u o Appellee(s) C t c i tr INDEX TO s i D h t r u o F k, RECORD ON APPEAL r e l C M, A 0 5 : 9 6 COPIES FURNISHED TO: 1 0 2 / 9 DONNA GREENSPAN SOLOMON, ESQ / 8 , [email protected] D E V I WEBB MILLSAPS, ESQ E C [email protected] E R 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 - -.--·.::.:-!-' ' ..;:. , . --' :.;--( --. -- ..• ;· ·' --:..- ..... .. _... -- . ~ ~ .,~_- .... 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 _L and entering into bond in the amount of$ payable to the Governor of the State ofF lorida th~ 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: pL6.tJ it{l ~ 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. v t'3{). ~R. ~ u-~ ~ l - C(oo- rtd. 38 5 ~ \ - 3 4 Al- l/ CnvJI~ f\ PY-) l(jj\k)~ S\:\ '-~t, <2 S~. 'ZD V ( Q r_ui-~fb<:C.·rc; SA\ftll, ~Slt. '5!e\- :5fl.3- t~'f ;;i CFN 20140448534 BOOK 27200 P0A00G01E0 145, 2 OF 2
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