IN RE: THE ESTATE OF HELEN M. IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA Probate Division Case No. (IX) (Previously proceeding in Division IZ, but transferred to Division by way of an Order of this Deceased, Court dated January 31, 2013) THOMAS H. MAYES Petitioner/Counter-Respondent, V. RONALD 0. MAYES, Respondent/Counter-Petitioner, and DANIEL MAYES, Respondent. i THOMAS H. PETITION FOR REMOVAL OF CURATOR AND FOR SURCHARGE The Petitioner/Counter-Respondent, THOMAS H. MAYES, by and through the undersigned counsel, hereby Petitions this Court for the entry of an Order removing Elizabeth Savitt as Curator of the Estate of Helen M. O?Grady and for the entry of an Order surcharging the Curator for all unnecessary costs and fees incurred by the estate due to her actions, upon proffer of the following: 1. As all parties to this action well know, this case began alter the passing of the decedent on May 29, 2012, and the ?ling of a Petition for Administration of her May 19, 2010 last will and testament. This Petition was ?led by THOMAS H. MAYES, who now stands as the appointed personal representative of the estate of Helen M. O?Grady. As a result of a Counter-Petition ?led by RONALD O. MAYES, ?nal disposition of the Petition for Administration did not occur until July 11, 2013, when the Court entered the Order attached hereto as Exhibit By way of said Order, the subject May 19, 2010 will was admitted to probate, and THOMAS H. MAYES was appointed personal representative of the estate of Helen M. O?Grady. Attached hereto as Exhibit is a COpy of the Letter(s) of Administration issued in favor of THOMAS H. MAYES as personal representative of the estate of Helen M. O?Grady. While the subject will contest remained pending, on or about March 19, 2013, this court held a hearing on DANIEL Petition for Appointment of Curator, and after a hearing, this Court made the determination to appoint ELIZABETH SAVITT, existing Guardian of the deceased ward, as the Curator of the estate of Helen M. O?Grady. By way of the Order attached hereto as Exhibit ELIZABETH SAVITT was formally appointed as Curator and ordered to ?le (within ?ve days her designation of resident agent and oath. In re Estate of Helen M. O?Grady Case No. 5 10. For some unknown reason, it became necessary for the Curator to obtain a duplicate Order Appointing Curator and directing the issuance of Letters of Curatorship. Same is attached hereto as Exhibit Thereafter, ELIZABETH SAVITT occupied the position of Curator of the estate of Helen M. O?Grady, and therewith she was authorized to exercise any powers expressly vested in her by Order of the Court, and she remained subject to all restrictions, obligations, and duties of a duly appointed Curator. Under Florida law, this also encompasses any restrictions, obligations, and duties of a duly appointed Personal Representative. . Speci?cally, Rule 5.122 of the Florida Probate Rules expressly states: Powers. By order, the court may authorize the curator to' perform any duty or function of a personal representative, including publication and service of notice to creditors, or if a will has been admitted, service of notice of administration Subject to Other Provisions. Curators shall be subject to the provisions of these rules and other applicable law concerning personal representatives.? Pursuant to Florida Statutes 733.602, (1) A personal representative is a fiduciary who shall observe the standards of care applicable to trustees. A personal representative is under a duty to settle and distribute the estate of the decedent in accordance with the terms of the decedent?s will and this code as expeditiousb: and efficiently as is consistent with the best interests of the estate. A personal representative shall use the authority conferred by this code, the authority in. the will, if any, and the authority of any order of the court, for the best interests of interested persons, including creditors.? Fla. Stat. ?7 33.602 (2009). As noted abOVe, pursuant to Rule 5.122 of the Florida Probate Rules, all duties obligations set forth within Florida Statutes ?733.602 are directly applicable to any Curator appointed by Order of the Court. Furthermore, Pursuant to FIOrida Statutes 733.501, any Curator appointed shall be subject to removal and surcharge. The statutory basis for removal of an appointed Curator or Personal Representative are set forth within Florida Statutes 733.504, which states as follows: A personal representative may be removed and the letters revoked for any of the following causes, and the removal shall be in addition to any penalties prescribed by law: (1) Adjudication that the personal representative is incapacitated. (2) Physical or mental incapacity rendering the personal representative incapable of the discharge of his or her duties. In re Estate of Helen M. O?Grady Case 5020120P002908m? Will"? ll. 12. 13. (3) Failure to comply with any order of the court, unless the order has been superseded on appeal. (4) Failure to account for the sale of property or to produce and exhibit the assets of the estate when so required. (5) Wasting or maladministration of the estate. (6) Failure to give bond or security for any purpose. (7) Conviction of a felony. (8) Insolvency of, or the appointment of a receiver or liquidator for, any corporate personal representative. (9) Holding or acquiring con?icting or adverse interests against the estate that will or may interfere with the administration of the estate as a whole. This cause of removal shall not apply to the surviving spouse because of the exercise of the right to the elective share, family allowance, or exemptions, as provided elsewhere in this code. (10) Revocation of the probate of the decedent?s will that authorized or designated the appointment of the personal representative. (11) Removal of domicile from Florida, if domicile was a requirement of initial appointment. (12) The personal representative would not now be entitled to appointment. Fla. Stat. 733.504 (2009) (emphasis added). As denoted below, it is the belief of THOMAS H. MAYES, appointed Personal Representative of the estate of Helen M. O?Grady, that the present Curator, ELIZABETH SAVITT, is 1) presently taking action which is causing detriment and harm to the estate, 2) is placing the appointed Personal Representative, THOMAS H. MAYES, in a precarious position of liability clue to a directed misinformation being fed to him combined with the Curator?s intentional withholding of information pertaining to actions she is performing with estate assets, and 3) as a result of what appears 'to be a newly derived and clear con?ict of interest. To address each of these issues in turn, pursuant to the Order attached hereto as Exhibit the Curator was to ?le her Petition for Discharge and Final Accounting on or before July 31, 2013. Rather than comply with this Order, the Curator and her Counsel, SHERI HAZELTINE, ESQ, ?led on July 16, 2013 two (2) Petitions for Payment of Fees in this action, and two (2) Petitions for Payment of Fees in Case No.: (IX). Same are attached hereto as Composite Exhibit During this period, the Personal Representative requested that the Curator provide an informal accounting of the estate, denoting the present status of the estate?s assets as of July 11, 2013, so that the Personal Representative had a clear picture of those assets which would be subject to administration. See attached Exhibit In re Estate of Helen O?Grady Case No. Ira?. 1 I 14. Despite repeated requests for this information, nothing was provided in response to this request until August 13, 2013, more than a month later. Again, the Personal Representative was denied an up-to-date picture of the assets of the estate of Helen M. O?Grady for more than a month, despite his requests for this information from the Curator, ELIZABETH SAVITT. 15. During the intervening period, the Curator left the County on a two (2) week vacation, and then on August 6, 2013, nearly a week after the time-frame had expired for the ?ling of the Curator?s Petition for Discharge and Final Accounting, the Curator ?led the attached Motion for Extension of Time. See Exhibit 16. Despite objections raised by the undersigned at an inappropriately quick?set uniform motion calendar hearing held on August 8, 2013 to address the merits of the Curator?s Motion, this Court entered the Order attached hereto as Exhibit granting the Curator up through August 30, 2013 to ?le her Petition for Discharge and Final Accounting. This unfortunately stood as the tipping point for numerous unauthorized, unexplained, and wholly actions of the Curator which followed in the subsequent three (3) week period. 17. On August 8, 2013, when this Court entered the Order attached as Exhibit the Court expressly refused to rule on any pending Petitions for Attorney?s fees. However, thereafter somehow an Agreed Order was submitted to the Court, and Entered, which granted two (2) Petitions for Payment of Fees pending in Case No.: (IX). Again, on August 8, 2013, Christopher Salivar, Esq., counsel for the Personal Representative, THOMAS H. MAYES, appeared before this Court, along with ELIZABETH SAVITT and her Counsel, SHERI HAZELTINE, ESQ., and at that time the Court speci?cally stated that it was not hearing all petition for payment of fees. In light of this, the undersigned, and THOMAS H. MAYES, are at a loss as to how this ?Agreed Order? was entered. The undersigned has speci?cally asked the Curator (by and through her counsel, SHERI HAZELTINE, ESQ.) to explain the entry of this Order, but to date the undersigned has received no response whatsoever. 18. Of note, the undersigned did not agree to the entry of any such Order. urtherrnore, the Personal Representative was not in the State of Florida on August 8, 2013, and had in no way indicated to the Curator or her counsel that he was in agreement with the Petitions for Fees ?led by the Curator and her Counsel in Case No.: I (IX). 19. Thereafter, on August 12, 2013, the Curator issued herself a draft ?om Estate Account in the sum of $1,725.00; See Composite Exhibit attached hereto, which is a copy of pages three (3) and four (4) of the Final Accounting ?led by the Curator. Curiously, this payment was supposedly made pursuant to a Court Order dated August 18, 2013. The Personal Representative and the undersigned are unaware of any Order of this Court entered on August 18, 2013 authorizing any such payment, and presume that this is a scrivener?s error, and is meant to reference the improperly obtained Agreed Order entered on August 8, 2013. In re Estate of Helen M. O?Grady Case Na: 5 0201 ?Hurt 20. On August 13, 2013, the Curator issued her counsel a draft ?om Estate Account 21$1,745.36. See Composite Exhibit Again, this payment too is referenced as made pursuant to a Court Order dated August 18, 2013. The Personal Representative and the undersigned are unaware of any Order of this Comt entered on August 18, 2013 authorizing any such payment, and presume that this is a scrivener?s error, and is meant to reference the improperly obtained Agreed Order entered on August 8, 2013. Next, on August 14, 2013, the Curator, ELIZABETH SAVITT, issued herself a draft in the amount of $7,000.00 (denoted on Exhibit as ?Held in Trust?) from Estate Account and as of this date no reason whatsoever has been given for the issuance of this draft. The undersigned has requested, multiple times, an explanation for this action, and no response whatsoever has been given. See attached Exhibit On August 14, 2013, the Curator, ELIZABETH SAVITT, also issued herself a draft in the amount of $13,000.00 (denoted on Exhibit as ?Held in Trust?) ?om Estate Account 34. Again, as of this date no reason whatsoever has been given for the issuance of this draft, and despite the undersigned?s requests, no response has been given to the undersigned?s inquiries regarding this action. See attached Exhibit ?1 Then, on August 22, 2013, the Curator, ELIZABETH SAVITT, issued a draft to her counsel, SHERI HAZELTINE, ESQ, in the amount of $10,000.00 (denoted on Exhibit as ?Held in Trust?) from Estate Account As with the other two (2) August 14, 2013 drafts referenced above, despite repeated requests by the undersigned for an explanation for this action, no response or explanation has been given to date for this payment. . Of note, each and every action set forth above wastaken after the appointment of H. .MAYES as Personal Representative of the estate of Helen M. Q?Grady, and each and every action set forth above was unilaterally; performed by ELIZABETH SAVITT without prior consultation or discussion with the, Personal Representative. Prior to such action being taken, the undersigned conversed via e-mail with counsel for ELIZABETH SAVITT about concerns regarding unilateral action being taken without consultation with the Personal Representative. See Exhibit Thereby, the undersigned was assured that no unilateral action was being taken, or would be taken. Again, see Exhibit This ultimately was not the case, as none of the foregoing actions were discussed with the Personal Representative before same were taken. At this point, and without Court Order authorizing such action, ELIZABETH SAVITT has taken $30,000.00 of estate assets and removed them from the estate?s accounts. She has also precluded any access to these assets by the Court Appointed In re Estate of Helen M. 0 ?Grady Case No.: 5 f-w 28. 29. 30. 31. 32. 33. Personal Representative, and to date the Curator has proffered no explanation whatsoever for such action. This action, without Order of the Court authorizing same, is a direct deprivation of the estate?s property without the Curator possessing any authority to do so, and without the Curator possessing any recognized property interests in the assets taken. This is, by de?nition, an act of conversion. Finally, after taking the foregoing improper and unauthorized action, the Curator ?led (on September 2, 2013, three (3) days after the time-frame set forth within Exhibit her Petition for Discharge and Final Accounting. As part thereof, the Curator and her Counsel have ?led two (2) Petitions for Payment of fees seeking a sum total between them in excess of $1 10,000;00. See Exhibit As the undersigned and the Personal Representative have separately ?led objections to these Petitions denoting the baseless nature of the SHERI HAZELTINE petition, and the apparent unreasonableness of the ELIZABETH SAVITT petition, the undersigned and the Personal Representative will not unnecessarily restate all argument set forth within those Objections here. However, the Personal Representative herein incorporates by direct reference all argument set forth within said Objections. What the Personal Representative will reassert is the complete impropriety of the requests made by the two aforementioned Petitions for Fees. On or about July 16, 2013, the Curator and her Counsel ?led the Petitions for fees attached hereto as Exhibit Therein, ELIZABETH SAVITT requested payment of the time she asserts was reasonably expended in furtherance of the good of the estate at a rate of $150.00 hour (which inexplicably is twice the rate she previously billed as Guardian - of the now-deceased ward). Therein, SHERI HAZELTINE, ESQ. billed at an hourly rate of $325.00 hr, and requested payment for all time she asserted she reasonably expended in furtherance of the good of the estate. Now, by way of Exhibit the Curator and her Counsel have withdrawn their July 16, 2013 Petitions, and assert that they are somehow entitled to a blanket ?fee? each of $55,222.60. Of note, the period of time to be covered by these new blanket ?fees? expressly incorporates the period from March 19, 2013 through July 16, 2013 which was previously covered by the Petitions attached hereto as part of Exhibit The undersigned and the Personal Representative cannot fathom how the Curator, as. a ?duciary of the estate, can honestly claim that she believes that she was previously entitled (as of July 16, 2013) to payment of $6,624.10 as compensation for all services rendered from March 20, 2013 through July 10, 2013, and then at the time subsequently allege that she is now entitled t9 an additional $48,598.50 for any services rendered from July 11, 2013 through September 2, 2013. Equally confusing is how SHERI HAZELTIN E, ESQ, as counsel for the Curator, can previously allege that she believes she is entitled (as of July 16, 2013) to payment of $11,274.16 for all services rendered from March 19, 2013 through July 9, 2013, and then at the same time subsequently allege that she is now entitled to an additional $43,948.44 for any services rendered from July 10, 2013 through September 2, 2013. In re Estate of Helen M. O?Grady Case No. ?~77 A 34. Furthermore, where the Curator was previously communicating ex?parte with the bene?ciaries of the estate of Helen M. O?Grady regarding the need for a Curator in the ?rst place, and where the Curator requested that the bene?ciaries instruct their respective counsel(s) and representatives to allow the Curator to handle interim administration of the estate until such time as the prior will contest matter was concluded in the guise of providing a cost reduction bene?t to the estate (see attached Exhibit the Personal Representative and the undersigned cannot fathom how the Curator honestly believes the recently ?led Petitions are in any way reasonable or appropriate. 35. At this point, it is the Personal Representative?s belief that the foregoing actions are being perpetrated by the Curator and her Counsel solely for the purpose of seeking to maximize their ?nancial gain in connection . with ELIZABETH appointment as Curator for this estate. This is the underlying basis of the Personal Representative?s belief that a present con?ict of interest exists: the Curator?s (and her counsel?s) interest in maximizing the fees generated from the handling-of this estate, playing against the ?duciary duty owed by the Curator and her retained agents to the estate and its bene?ciaries. 36. It is the Personal Representative?s ?rm belief that the foregoing also establishes clear misadministration of estate assets, an act of conversion perpetratedby ELIZABETH SAVITT and SHERI HAZELTINE, ESQ, a violation of the ?duciary duty which ELIZABETH SAVITT owes to the estate and all bene?ciaries thereof, and a clear over-stepping of any authority vested in ELIZABETH SAVITT as Curator of this estate . 37. Furthermore, the foregoing actions have required the Personal Representative to expend his time and effort meeting with the undersigned counsel, and directing the undersigned counsel to take action to prevent and/or remedy the actions of the Curator and her counsel set forth above. This is ultimately time and expense of the estate which is wasted, and which never should have been incurred, and which would not have been incurred but/for the foregoing actions of the Curator and her Counsel. 38. In light of the foregoing, the Personal Representative seeks the entry of an Order of this Court 1) immediately removing ELIZABETH SAVITT as Curator of the estate of Helen M. O?Grady; 2) entering an Order specially setting a hearing to determine the amount of damage(s) sustained by the estate for purposes of the entry of a ?nal judgment of Surcharge against ELIZABETH 3) Directing ELIZABETH SAVITT and SHERI HAZELTINE, ESQ. to immediately return to the Personal Representative of the estate the $30,000.00 sum presently being held by ELIZABETH SAVITT and SHERI HAZELTINE, ESQ, and 4) Reserving jurisdiction over ELIZABETH SAVITT and her retained counsel, SHERI HAZELTINE, ESQ, to enter such other and further Orders as this Court may ?nd just and proper. WHEREFORE THOMAS H. MAYES, as Personal Representative of the estate of Helen M. O?Grady and as a bene?ciary of the estate of Helen M. O?Grady, hereby requests that In re Estate of Helen M. O?Grady Case No.: 5 this honorable Court enter an Order granting THOMAS H. MAYES and the estate of Helen M. O?Grady such relief as this Court may deem just and proper, including but not limited to: 1) Immediately removing ELIZABETH SAVITT as Curator of the estate of Helen M. O?Grady; I AH: 2) Specially setting a hearing to determine the amount of damage(s) sustained by the estate for purposes of the entry of a ?nal judgment of Surcharge against /2 ELIZABETH SAVITT (which shall include all costs and fees incurred by ll, (0 I counsel for the Personal Representative to address the foregoing conduct of a? the Curator and her retained counsel); 3) Directing ELIZABETH SAVITT and SHERI HAZELTINE, ESQ. to immediately return to the Personal Representative of the estate the $30,000.00 sum presently being held by ELIZABETH SAVITT and SHERI HAZELTINE, and 4) Reserving jurisdiction over ELIZABETH SAVITT and her retained counsel, SHERI HAZBLTINE, ESQ., to enter such ether and further Orders as this Court may ?nd just and proper. VERIFICATION OF PETITIONER Under penalties of perjury I declare that I have read the foregoing and the facts alleged are true to the best of my knowledge and belief. a, (L. Executed this Cf day of September, 2013. rum-d ra?OMAs H. MAYES, as: Pennants-r, Personal Represent tive, and Bene?ciary I CERTIFICATE OF SERVICE I HEREBY CERTIFY that a true and correct copy of the foregoing was ?rmished via email to: Sheri Hazeltine, Esq. (counsel for Curator, Elizabeth Savitt) 800 Palm Trail Plaza, Suite 3, Delray Beach, Florida 33483 [sheri@hazeltinelaw.cem; via e-mail to: Stephanie J. Chambers, 1008 Arbor Meadows, Derby, Kansas 67037 [schambers?l comet via e?mail to: Kathleen M. Osterbuhr, 1300 Cre'sthill, Derby, Kansas 67037 and via e?mail to Daniel yes, 3742 NW 5"1 Ave., Boca Raton, FL 33431 [whodawatda@liotmail.ccm] on thisgl?h day of September, 2013. I furthermore certify that Formal Notice of the ?ling of this Petition has been served on all parties named above, with proof of formal notice to timely be ?led with this Court. By: Attorney for Petitioner Counter-Respondent Personal Representative Andrew M. Schwartz, Esq. Florida Bar No.: 821802 In re Estate of Helen M. O?Grady Case No. 5 Fe 1_ ams@amslaw.biz . Christopher S. Salivar, Esq. Florida Bar No.: 0057031 Andrew M. Schwartz, PA. 101 Plaza Real South, Suite 218 Boca Raton, Florida 33432 Telephone (561) 347-6767 Secondmy e?mail addresses.- omp?agamslawbiz . In re Estate of Helen M. O?Grady Case No.: 1117' ET 1 1 HT EXHIBIT IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: THE ESTATE OF HELEN M. Probate Division Case No. (IX) (Previously proceeding in Division 12, but Deceased, ironmrred to Division 1X byway afar: Order of this Court dated January 31, 2013) THOMAS H. MAYES Petitioner/Counter-Respondent, it . . I. ?gs RONALD O. MAYES, Respondent/Counter-Petitioner, and DANIEL MAYES, Respondent. . gig." mil". sa- .6 . ORDER APPROVING AGREEMEQT '4 THIS CAUSE, having come to be considered before this Court on the Parties submission for in camera inspection of a con?dential Mediation Settlement Agreement, and the Court having reviewed same and being otherwise duly advised in the premises, IT IS HEREUPON ORDERED AND ADJUDGBD as follows: ET 1. The Parties? Mediation Settlement Agreement dated I is hereby approved by this Court. 2. All parties obligated to take action pursuant to the Mediation Settlement Agreement are hereby authorized to take such action. 3. Within ?ve (5) days of the entry of this Order, RONALD O. MAYES shall ?le a Notice of Voluntary Dismissalwith Prejudice of all claims which he has and which are pending in this action. 4. Within ?ve (5) days of the entry of this Order, all parties to this action shall execute the General Releases which shall immediately hereafter be circulated by Andrew M. Schwartz, P.A. Elizabeth Savitt, as Curator of the Estate and Guardian for the property of the decedent, is hereby authorized to immediately take such action as is necessary to comply with all payment obligations imposed upon her by the Mediation Settlement Agreement dated 33:14 Min; 6. By way of this Order, the May 19, 2010 will submitted by THOMAS H. MAYES and referenced within the Petition for Administration ?led on June 26, 2012 is hereby admitted to probatethis Order, THOMAS H. MAYES is hereby appointed Personal Representative of the Estate of Helen M. O?Grady, to serve in such capacity and may? l'l Case No. (IX) Pan 2 of; exercise such powers as are authorized by Florida law. Letters of Administration shall hereafter immediately be issued to THOMAS H. MAYES as Personal Representative of the Estate of Helen M. O?Grady. 8. Within ?ve (5) days of the entry of this Order, THOMAS H. MAYES shall ?le his Oath of Personal Representative and Designation and Acceptance of Resident Agent. 9. Within days of the entry of this Order, Elizabeth Savitt, as Curator of the Estate and Guardian for the property of the decedent, shall ?le her Petition for Discharge and Final Accounting. . I 714- (i'drr'r'i Er .r l-j?p? ?pf? It?s (31{an elf} ctr/?2y (3: Mfg/'- ?reworks: TL. IT IS SO DONE AND ORDERED, in Chambers at Pal day ofJuly,2013. The Honorable Edward Garrison h?d 33: an *x Beach Conn Florida, this 1L Jl-fldell hereby entity that the lam II a true copy . In omen. Jami Huber, Esq. Jami L. Huber, P.A., (Counsel for Ronald O. Mayes), 2101 NW Corporate Boulevard, Suite 400, Boca Raton, Florida 33431 Jordan R. Hammer, Esq., (counsel for Daniel Mayes), Clark Skatoff; 2925 PGA Boulevard, Suite . 103, Palm Beach Gardens, Florida 33410 Sheri Hazeltlne, Esq. (counsel for Guardian, Elizabeth slum 800 Palm Trail Plaza, Suite 3, Delray Beach, Florida 33433 . - Stephanie J. Chambers, 1008 Arbor Meadows, Derby, Kansas 67037 - Kathleen M. Osterbuhr, 1300 Cresthill, Derby, Kansas 67037 . I 3 females! (?fwhw?t 6m? amid?: (inc. M50 died; (la/Aadzu?? 7b {551/ fit? 5:72:74 Madge.? 3? 553.5%, Shauna .164. {7'9 5:5 genus/v ?"17 72? lwk' ("has ?'?i?iff?l?m 5a., Tauan am rim a may-fag lam ?n swim wi- ly?cm; Ml. 0o All/la? [inn/mam 7p ?aw/ mayo- 54 (f 5? 5,.m77b at? l. I :1 1 TE EXHIBIT ?nlillm?lH?"f IN RE: THE ESTATE OF IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA Probate Division Case No. (IX) (Previously proceeding in Division 12, ?but HELEN M. trans?rred to Division IX by way of an Deceased, Order of this Court dated January 31, 2013) THOMAS H. MAYBS Petitioner/Counter-ReSpondent, :Zn- RONALD O. MAYES, Respondent/Counter-Petitioner, and DANIEL MAYES, Respondent. . Egg; LETTERS 0E ADMNISTRATION 333$;- Tc? El C3 TO ALL WHOM IT MAY CONCERN . WHEREAS, Helen M. O?Grady, a resident of Boca Raton, Palm Beach County, Florida, died on May 29, 2013, owning assets in the State of Florida, and WHEREAS, H. MAYES, has been appointed personal representative of the estate of the decedent and has performed all acts prerequisite to issuance of Letters of Administration in the estate, NOW, THEREFORE, I, the undersigned Circuit Judge, declare THOMAS H. MAYES, to be duly quali?ed under the laws of the State of Florida to act as personal representative of the estate of Helen M. O'Grady, deceased, with power to administer the estate according to law; to ask, demand, sue for, recover, and receive the property of the decedent; to pay the debts of the decedent as far as the assets of the estate will permit and the law directs; and to make distribution of the estate according to the law. ORDERED on this ?1 day of (rt/6 5 Jeff - .h til I myo?ice and the JUDGE EDWARD A. GARRISON By 11SEW 33432 (Counsel for Plaintiff) Case No. (no Rage 1 of2 Jordan R. Hammer, Esq., (counsel for Daniel Mayes), Clark& Skato??, PA. 2925 PGA Boulevard. Suite 103, Palm Beach Gardens, Florida 33410 Sheri Hazeltine, Esq. (counsel for Guardian, Elizabeth Savltt) 800 Palm Trail Plaza, Suite 3, Delray Beach, Florida 33483 Stephanie J. Chambers, 1008 Arbor Meadows, Derby, Kansas 67037 Kathleen M. Osterbuhr, 1300 Cresthill, Derby, Kansas 67037 Case No. sazarchaamsmn (120 Page 2 of 2 EXHIBIT 1 WW1 [3 day?or" rte-'17" ,2013. IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA - PROBATE DIVISION: 1v . - File No: IN RE: THE ESTATE OF HELEN M. Deceased 0RDE PETITION-FOR PP INTMENT 0F CURATO THIS MATTER having come before the Court on March 19, 2013 on Daniel W. Maye?s Petition for Appointment of Curator and the Court having heard of counsel and being otherWise fully advised in the premises, it is hereby: ORDERED and ADJUDGED that the Petition for Appointment of Curator is GRANTED. That is appointed as Curator of the estate, and shall serve without bond. The curator is authorized to ask, demand, sue for, recover and receive the property of the decedent; to pay the debts of .the decedent as far as the: assets of the estate will permit .and the law directs; and to inake distribution of the estate.- The curator shall ?le a designation of resident ?agent and oath\Upon such ?ling, letters of curatorship shall issue. W1 IN- . a I and ORDERED in Chambersr?lDe ach, aim Beach County, Florida this dward Garrison Circuit Court Judge Copies ?imished to: Jordan R. Hammer, Esq. Andrew Schwartz, Esq. Jami Huber, Esq. Sheri Hazeltine. Esq. Stephanie Chambers Kathleen Osterbuhr tile EXHIBIT - - .-- @opv IN THE CIRCUIT COURT OF THE JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA DIVISION: 1x IN RE: ESTATE OF CASE NO. HELEN M. . 211$sz 93mg. APEOILITINQ After a hearing held on March 19, 2013 on the issue of appointment of a curator of the estate of HELEN M. deceased, the court ?nding that the decedent died on May 29, 2012 and that ELIZABETH is entitled to appointinent as curator; it is - ADIUDGED that ELIZABETH is appointed curator of the estate of the? decedent, and that upon taking the prescribed oath, ?ling designation and acceptance of resident agent, and entering into bond in the sum of 0- letters of curatorship shall be issued. - - in DelrayBeach, Palm Beach 3, 20? County. Florida. - CIRCUIT JUDGE EDWARD GARRISON Sheri L. Hazeltlne. Esq.. 800 Palm Trail. Ste. 3. Dclray Beach, FL 33483 1 $53 a me a; mum STATE OF FLORIDA - PALM BEACH COUNTY 7, thereby cartll'y that the gnu foregoing ls attue cow the recur um 0F 20:12 :iLj" Err-i GEMPIFIULLER By I 1/ BEPIJTY CLERK EXHIBIT IN THE CIRCUIT COURT FOR THE FIFTEBNTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: ESTATE OF FILE N0.: 5020120P002908ICCGISB HELEN DIVISION: Probate Deceased. PETITION FOR ORDER AUTHMEG PAYMENT OF CQIVIPENSATIONAND OF CURATOR ELIZABETH SAVITT COMES NOW, ELIZABETH SAVITT, by and through her attorney, SHERI L. HAZELTINE, ESQ., and hereby submits this petition for order authorizing payment of compensation and expenses of the curator of the estate of Helen O'Grady. The grounds for this petition are as follows: 1. Petitioner, ELIZABETH was appointed by the ecurt as the emergency temporary guardian of the person and property of HELEN (the now-deceased Ward) on January 11, 2012 and appointed as the permanent plenary guardian of the person and property on April 2, 2012. 2. Helen O'Grady passed away on May 29, 2012, was domiciled in Palm Beach County, Florida, and was survived by one or more lineal" descendants. The guardian of the estate, Ms. Savitt, was appointed curator of the estate on March 26, 2013. 3. The total amounts of all prior fees paid or costs previously awarded to petitioner in this proceeding as curator are: Fees: $0 Coats: $0 4. Petitioner, ELIZABETH SAVITT, has rendered services as curator of the estate and incurred expenses from March 20, 2013 to July 10, 2013, as more fully its-m ?Is?ltad??znf jiabmpm??d? ?ip?m??mti?nif?n I 3; wqw?mmw W?mi?i?g?. andi'?'i??eaifg'gg t?atgsuulilamg'a?nsa?h? '565mE9?*3?i??i?z??vi?mai? ?g ?aw .33.- . 1' is?i?ti9?i?l"??% f. 2:11: fi?i?m -- #313? fi I Savitt Guardians 4101 Satin Leaf Ct. Delray Beach FL 33445 Phone: 561-573-1292 Fax: 561-496-1559 Estate of Helen O'Grady Invoice Date: June 17, 2013 Invoice Number: 10020 Invoice Amount: $5,669.10 Matter: Curator of Estate Curator Fees 3/20/2013 Sign and discuss documents at Hazeltine of?ce, ES. .50 $75.00 3/21/2013 Responce to e?mails from Hazeltine/ Schlatter and ES. .50 $75.00 Salivar, ?ling documents. 3/21/2013 Meeting with S. Hazeltine to discuss curat0rship. ES. .50 $75.00 3/29/2013 Travel to court house to get original documents. ES. .20 $30.00 4/2/2013 Read and respond to emails from Jami Huber re: ES. .50 $75.00 sale of stock and estate values. Filing and inventory work. T.C. to S. Hazeltine re: getting signed letters.- 4/5/2013 E?mail to S. Hazeltine for petition to establish ES. .20 $3 0.00 homestead property and sale. 4/5/2013 Work on inventory and tax preparation. 13.8. 2.20 $330.00 4/5/2013 E-mail to Sheri Hazeltine re: petitions for sale of EB. .30 $45.00 home and early distributions. E?mail to Morgan Stanley for accounting and questions. Payments sent in today. 4/7/2013 . Veri?ed Inventory work continued ES. .40 $60.00 4/8/2013 Travel to PNC Bank to close out account and ES. 1.00 $150.00 transfer assets to. Curator account at Wells Fargo. 4/8/2013 T.C. Wells Fargo re: Kraft and Mondelese 1099's ES. .50 $75.00 and Obtaining documents for Curator. 4/1 012013 T.C. PNC Bank documents ready. Picked up at ES. .50 $75.00 bank. 4/ 1012013 T.C. (2) to Wells Fargo. Scan Letters and Orders of ES. .60 $90.00 Curator to bank. 4/11/2013 E-mail to S. Hazeltine re: distribution and sale of BS. .30 $45.00 Homestead property not in estate. 4/ 12/2013 Meet realtor at O'Grady home. Discuss condition of E.S. 1.50 $225.00 home with Dan. Discuss pricing with realtor. Look over comparables. 9 li? 4/ 15/2013 4/ 17/2013 4/19/2013 5/2/2013 5/6/2013 5/ 13/2013 5/13/2013 5/14/2013 5/14/2013 5/15/2013 5/16/2013 5/19/2013 5/21/2013 5/23/2013 5/23/2013 5/29/2013 5/31/2013 E-mail S. Hazeltine re: meeting at O'Grady home. T.C. Realtor, e-mail previous estimates. Veri?ed Inventory ?nalization. T.C. Tom O'Grady for veri?cation of disbursements. T.C. First Choice Credit Union. T.C. Morgan Stanley for Mondelez totals. Obtain stock prices. Copy all statements and confirm dates. Email to Sheri Hazeltine re: billing at the Boca Raton home. Work on pleading for listing and selling home, and inspection. Reply to e-mails from S. Hazeltine re: scheduling of hearings. E-mail and telephone to Hazeltine office re: UMC set for Tuesday on Motion to inspect home and list for sale. Send taxpayer Id forms to Wells Fargo, billing and ?ling forms to Shareholder Services re: accounts. Read e?mail answers from attorney. Compose e-mail to family members re: estate home. Review correspondence from attorney Hazeltine re: petitions concerning the home, depositions, mediation. T.C. Terry Rasmussen at Morgan Stanley, re: statements. T.C. to Wells Fargo shareholder services. Fill out forms ?'om Wells Fargo holding company for stock power. Sending: orders of curator, 4 stock power forms, and original stock certi?cate insured for 2% of value and traceable postage, voided check for Estate of Helen O'Grady, request for ?nancial con?rmation statements of both accounts, account authorization forms. Travel to Wells Fargo for Medallion signature stamps, and post all. Read and reSpond to E-mail from Sheri Hazeltine re: June 19th special set hearing on Boca Raton Home. T.C. to Computershare re: stock certi?cate. Compose letter of instruction, download forms. Travel to Wells Fargo for veri?cation and medallion stamp.Mail package with court orders, stamped forms, blank check, and instructions, insurance and return card to Computershare. T.C. S. Hazeltine re: Review request from J.Huber for HJPAA signatures sent from S. Hazeltine. Receive letter from Computershare, travel to Wells Fargo for additional bank stamp needed. . Receive additional forms from Wells Fargo, travel to bank for additional medallion stamp. Send all mail back. Furnish Billing for Home to S. Hazeltine for Petition 4 ES. E.S. E.S. E.S. E.S. E.S. E.S. E.S. E.S. E.S. E.S. E.S. E.S. E.S. ES. ES. ES. .20 6:50 .20 .50 .30 .50 .50 .50 .20 2.80 .20 1.00 .20 .60 .60 .40 $30.00 $60.00 $975.00 $30.00 $75.00 $45.00 $75.00 $75.00 $75.00 $30.00 $420.00 $30.00 $150.00 $30.00 $90.00 $90.00 $60.00 illii?i' 5/31/2013 5/31/2013 6/5/2013 6/11/2013 SUBTOTAL: Costs 5/1 8/2013 5/21/201 3 SUBTOTAL: for instructions. Signed I-IIPAA forms for Ron O'Grady. E.S. Received mail and ?ling. E.S. Furnish information on Helen requested by Jami E.S. Huber. Mediation E.S. Postage for stock forms and 2% insurance for Stock Certi?cate. Postage for Computershare plus insurance. .30 $45.00 .30 $45.00 .15 $22.50 11.00 $1,650.00 37.05 $5,557.50 $67.30 $44.30 $1 1 1.60 TOTAL: $5,669.10 PREVIOUS BALANCE DUE: $0.00- CURRENT BALANCE DUE AND OWING: $5,669.10 i Him/Fur Savitt Guardians 4101 Satin LeafCt. Delray Beach FL 33445 Phone: 561-573-1292 Fax: 561-496-1559 Account Statement Prepared for Estate of Helen O'Grady Re: Curator of Estate Previous Invoice Amount Last Payment Received Previous Balance Current Charges Total Due $5,669. 10 $0.00 $5,669.10 $1,005.00 $6,674.10 Savitt Guardians 4101 Satin Leaf Ct. Delray Beach FL 33445 Phone: 561?573-1292 Fax: 561-496-1559 Estate of Helen O'Grady Invoice Date: July 10, 2013 Invoice Number: 10023 Invoice Amount: $1,005.00 Matter: Curator of Estate 6/19/2013 T.C. Sheri Hazeltine re: settlement agreement and ES. .30 $45.00 hearing today. E-mail and receive e-mail re: same. Discuss 10 day time frame for completion. Setting for UMC on 6/27. 6/19/2013 Review e-mails concerning settlement. ES. .20 $30.00 6/19/2013 Print and send payment to Mediator less Ron Mayes ES. .10 $15.00 share. 6121/2013 Receive and review agreement. E?mail to S. 13.8. - .50 $75.00 . Hazeltine with additions. 6/24/2013 e-Mail to S. Hazeltine re: agreement. ES. .20 $30.00 6/27/2013 Read and respond to e-mails re: agreement ES. .40 $60.00 7/2/2013 Read and respond to e-ma'ils re: Having payment ES. .60 $90.00 ready for the July I 1th deadline, and hearing date. Review agreement and respond. 714/2013 E-mail response to S. Hazeltine re: settlement ES. .20 $30.00 agreement 7/5/2013 T.C. Morgan Stanley, execute trade of Phillip Morris ES. .40 $60.00 for payment to Ron Mayes on July 11. 1,145 shares 87.7577. Discuss timing of ?xture trading, to raise ?mds. . 7/8/2013 Reading of letters from Kathleen and Stephanie ES. .30 $45.00 objecting to Global Settlement. 7/9/2013 Prepare answer to letters, review agreement for ES. .40 $60.00 meeting with S. Hazeltine. 7/10/2013 Receive and read through e-mails on status of the ES. 1.00 $150.00 home. T.C. Morgan Stanley re: statements and payments. Prepare for hearing. 7/10/2013 T.C. S. Hazeltine re: hearing for settlement. ES. .70 $105.00 7/10/2013 T.C. Computerserve re; account statements not ES. .40 $60.00 7 ?11111211? received. 7/10/2013 Attend settlement hearing SUBTOTAL: Costs SUBTOTAL: . 13.8. 1.00 $150.00 6.70 $1,005.00 $0.00 TOTAL: $1,005.00 PREVIOUS BALANCE DUE: $5,669.10 CURRENT BAIANCE DUE AND OWING: $6,674.10 1 1C OFSE ICE I hereby certify that a true copy of this Petitign f9: Qrder Authorizing Payment of Com ensatiun and Ex ense tor with attached mm, copy of invoices for Curator?s fees and expenses ?'om Elizabeth Sevitt, was served via E~Serviee on tl?s??-th day of July, 2013 to the parties, attorneys, and/or persons of interested on the attached Service]::t. WW S?e? L. Hazeltine, Esq. Florida Bar No. 0674567 In- "Fr; I mm: In. Raj:- Q-?Gira; case Na; 50201209002510 '?h?i?f99h?; Salk?; 1.339%- mt Eliza-Rial, Suite 5271?s? 51mm. 334.32 a HEM 511.313 t} 4?31" um 11;: "i-?r?b?zt-J Ib?i'da? Emma; Hag. Amway for Dm?eiymyesv IRainm??agsh?afd?nggl?a??a: sans-10.. . Imi- Hubm Em.- anajl? Mam; 509 Wm?Pia'lmBea??, EL 3-3401 Mm 1.123%: It L'399'5gsthilli. I 1199:1333 52913-7" ?m?t?rb 311114. @?pylgia jib?; IF WW by IN THE CIRCUIT COURT FOR THE IFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: ESTATE OF FILE NO.: HELEN DIVISION: Probate Deceased. FOR 0RD AYMENT OF FEES AND EXPENSES Petitioner, Sheri L. Hazeltine, Esq. alleges: 1. Petitioner is an attorney engaged in the practice of law in Palm Beach County and elsewhere in the State of Florida. 2. Petitioner is the attorney for ELIZABETH SAVITT, Curator and guardian for the now-deceased Ward, HELEN Mrs. O'Grady died testate on May 29, 2012, was domiciled in Palm Beach County, Florida, and was survived by one or more lineal descendants. The guardian of the estate, ELIZABETH was appointed curator of the estate on March 26, 2013. 3. To-date petitioner has rendered legal services for the bene?t of the estate, from March 19, 2013 to July 9, 2013, as more fully described and set forth in the itemized scheduled of services and expenses attached hereto as Exhibit A, for which petitioner has not been paid yet. 4. Petitioner?s records indicate that during the period of time above mentioned 46.50 attorney hours and 7.25 paralegal hours have been devoted to the representation of ELIZABETH as curator in the estate of Helen O'Grady. 5. Based upon the criteria established by Section 733.6171 of the Florida Probate Law, petitioner believes that a reasonable fee for the services performed by the petitioner during that period of time is: w? Hourly rate: 325.00 Atty. Hours worked: 46.80 Paralegal rate: 3 120.00 Paralegal Hrs. workedz$ 7.25 Total fees: 11,261.50 Total costs: 12.66? Total amount of Fees and Compensation: $11,374.16 WHEREFORE, Sheri L. Hazeltine, Esq. respectfully requests that this Court enter an Order awarding attorney fees and expenses provided on behalf of the and made payable from the probate estate. Under penalties of perjury I declare that have read the foregoing, and the facts alleged are true to the best of my knowledge and belief. DATED this 10th day of July, 2013 at Delray Beach, Florida. L. HAZELTINE ASSOCULTES, P.A. By: Sheri L. Hazeltine, Esq. Florida Bar No. 0674567 sheri@hazeltinelaw.com 800 Palm Trail Plaza, Ste. 3 Delray Beach, Florida 33483 (561) 243-4655 (of?ce) (561) 243-6933 (fax) I HEREBY CERTIFY that a true and comet copy of this Petition for Attorneys Fees and Costs has been ?tmished via am on this lath day of July, 20l3 to the following parties or persons of interest listed on the attached Seryjce List. L. HAZELTINE P.A. By: - Sheri'L. Hazeltine, Esq. Florida BarNo. 0674567 r?r-?l?rt 1 I: .?me - .. n. r3 t?lh?t? e12] n; EL lit-Res . C??stophgn Salivazg?sq; Ammo}! f6: 1110mm Maya: 110:1: =P1h??FR?a-ly-S?ita2-LS?5 Ema Eatont?lmfda 3343:?! gi??lugg? mum}: far HmiQL-?Mhy?s .Qlatka?kat?o?l?i?. . Blvt??suim?w??; Egatih-zi??ardanag?n?da373410: mite. mm .L 13'5qu . 4500Esaut?mgwalianav?ggsnim?a: ?W?eigt PaiingEa?lgg-EL; mm: j??'wwgagigl?ihdtaegwem Aria-:21: Chesthi? '5?0.3.7 i SHERI L. HAZELTINE ASSOCIATES, P.A. Attorney at Law 800 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 Phone: Sol-2434655; Fax: 561-243-6933 . Member. National Academy of Elder Law Attorneys: Academy ofFiarida Elder Law Attorneys: Florida Guardianship Association.- Paim Beach Guardianship Association.- Florida Bar Association: Elder Law Section, Palm Beach Canary Bar Association; 30th Palm Beach County Bar Association; Florida ?3 Voice on Developmental Disabilities." Admitted in Alaska and Florida. um Elizabeth Savitt, Curator. Invoice Date: july 10, 2013 4101 Satin Leaf Ct. invoice Number: 11102 Delray Beach, FL 33445 Invoice Amount: $11, 274.16 Case: In re Estate of Helen O'Graajz Case No.: Attorney Fees at 46.30 $325/hr.; Paralegal Fees at 7.25 hours, at $120/hr. 3/19/20] 3 Attendance at court hearing on Dan Mayes' petition for S.L.H. .80 $260.00 appointment of curator in front of the Honorable Circuit judge Edward Garrison. Present also Were Ms. Savitt, Ms. Hazeltine, Mr. Homer, Mr. Salivar, and Ms. Huber. After oral argument, the court appointed Ms. Savitt as the new water. Ms. Hazeltine to ?le signed Oath and Acceptance of resident agent within ?ve (5) days. 3/ 19/2013 Preparation for court hearing at 4:30 pm today on Mr. S.L.H. 1.00 $325.00 Dan Mayes' petition for appointment of curator. 3/ 19/2013 Telephone call to Client Ms. Savitt to discuss case. She S.L.H. .10 $32.50 will stop by of?ce tomOrrow morning to sign documents for ?ling with clerk of court tomorrow. 3/ 19/2013 Preparation of Oath and acceptance of Resident Agent; S.L.H. .75 $243.75 preparation of Letters of Curator and Order appointing Curator. 3 /20/2013 Prepare letter to judge Garrison enclosing proposed R.P. .20 $24.00 Order Appointing Curator and Letters of Curator. 3/20/2013 Preparation of Notice to Creditors. S.L.H. .75 $243.75 3/20/2013 Filed signed Oath with clerk of court. S.L.H. . 10 No Charge 3/21/2013 Scanned and e-mailed a copy of the Oath of curator, letter R.P. .20 No Charge to judge Garrison, Order and Letters of Curator, to all parties. 3/ 21 /2013 Review of email from Client Ms. Savitt asking about the S.L.H. . 10 $32.50 Helen O'Grady homestead property. Preparation of response email. 3/21/2013 Meeting in person with Ms. Savitt to discuss probate case S.L.H. .75 $243.75 and role as Curator. 4 I Will" 3/21/2013 3/21/2013 3/21/2013 3/25/2013 3/25/2013 3/30/2013 4/1/2013 4/1/2013 4/1/2013 4/2/2013 4/2/2013 4/2/2013 4/2/2013 4/2/2013 4/3/2013 4/3/2013 Kw Filed letter to Judge Garrison, along with copy of ?led Oath, and Order and Letters appointing Curator, at the South County Courthouse dropbox. Faxed notice to creditors to Palm Beach County Daily Review. Prepare notice of court ?ling - oath of curator. Review of email from Ms. Savitt to Dan Mayes asking for visit to the homestead. Review of reply email from Dan Mayes asking why she had to visit the home. Review of reply from Curator Ms. Savitt stating she was entitled to make regular visits to inspect the home. Review of email from 'Ms. Savitt asking about status of signed Curator Order and Letters. Preparation of reply email stating paralegal would be checking with the to judge Garrison on this, and that she should check with paralegal. Review of rec'd signed Letters of Curator and Order Appointing Curator. At clerk of Court's of?ce to obtain certi?ed copies of Letters and Order for curator. Clerk- ]anice stated the ?le was not there plus the original order had not yet been scanned into their computer. Said to come back in three (3) days. Telephone call with Ms. Savitt to relay information to her that had been unsuccessful in obtaining the certi?ed copies. Discussion of what to do to obtain 11' they were not available by tomorrow from clerk's of?ce. Scanned and sent signed Letters and Orders to Ms. Savitt. Review of email from Ms. Huber to Ms. Savitt asking how much was left after the stock was sold and what was the value of the stock on the day it was sold. Requested to know the current value of Mrs. O'Grady's estate. Prepare motion to duplicate orders appointing curator and duplicate letters of curator; prepare draft orders appointing curator and letters of curator. Scheduled UMC online for 8:45 a.m. hearing tomorrow on motion for duplicate orders and letters. Receipt and review of letter from Sun?ower Bank enclosing stipulation and dismissal. Scanned and e-mailed to Ms. Savitt. Telephone call to Susan at PBC Daily Business Review. She stated she would fax us the ?rst date of publication today. Preparation for court hearing today at 8:45 am to obtain duplicate letters 8: order. Attendance at court hearing at 8:45 am in front of the Honorable Judge Garrison to obtain duplicate order and letters appointing curator, so that Ms. Savitt could have certi?ed copies. Waited from 8:45 am until 9:30 am in .5 S.L.H. R.P. R.P. S.L.H. S.L.H. R.P. S.L.H. S.L.H. R.P. S.L.H- R.P. R.P. R.P. R.P. S.L.H. S.L.H. .10 .10 .10 .10 .10 .10 .10 -10 .20 .10 .50 .20 .20 .20 .25 1.75 No Charge No Charge $12.00 $32.50 No Charge $12.00 $32.50 $32.50 No Charge $32.50 $60.00 24.00 No Charge $24.00 $81.25 $568.75 r-u 1 4/3/2013 4/5/2013 4/5/2013 4/5/2013 4/6/2013 4/8/2013 4/8/2013 4/11/2013 4/ 13/2013 4/14/2013 4/15/2013 4/15/2013 line at UMC and then in bad: of courtroom. Was told at 9:30 am by deputy to instead see the IA for court to speak to her instead ?rst. Traveled to see and speak to court's jA, who said she would talk to the court about it, as he did not have UMC on Wednesdays. Traveled back to courtroom and waited until break in court's cases. Court signed new duplicate order and letters. Took court file downstairs to clerk's of?ce and obtained certi?ed copies for Ms. Savitt. Telephone call to curator Ms. Savitt to tell her was successful and obtained new certified copies. Will meet with her this afternoon to give to her. Obtained certi?ed copies of Order and Oath for Ms. Savitt at clerk of court's oliioe, South County Courthouse. Review of email from Ms. Savitt requesting we prepare a petition to determine homestead property. Preparation of response email. Review of email from Ms. Savitt asking for preparation of petition for'early distribution to siblings, 10% to each of the 4 children, as per requests from some of them, leaving 60% of funds remaining. Preparation of response email. Review of email from Ms. Savitt regarding petitioning court to provide an early distribution to the siblings. Preparation of response email. Review of email from Ms. Savitt; review of email she sent to family regarding Mr.. Ron Mayes' questions. Telephone call with Client Ms. Savitt regarding tasks in case. Review of email from Mr. jordan Hammer, asking me to give him a call to discuss my client?s intended visit to the O'Grady home. Preparation of petition to determine homestead status. Research and review of relevant rules and statutes. Review of ?led petitions and Wills in probate use. Further preparation of petition to determine homestead and Notice of intent to Take Possession of Homestead Property by Curator. Preparation of Formal Notice to parties. Further work on petition and formal notice. Preparation of emailed letter to Client Ms. Savitt along with attached copies of draft petition documents for her review. Client Ms. Savitt Me in to oliice to review the Notice of intent to take Possession of Protected Homestead Property and Petition to Determine Homestead Status of Real Property. Discussion of documents; she rcq'd a few changes; made changes. Preparation of email to Ms. Savitt regarding sending ?led petition via formal notice, with 20 days for parties to respond, along with attached copy of Formal Notice 6 S.L.H. R.B. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. .10 .25 .10 .10 .10 .10 .25 .10 3.50 .50 .30 .10 No Charge $30.00 $32.50 $32.50 $32.50 $32.50 $81.25 No Charge $1,137.50 $162.50 $97.50 $32.50 4/15/2013 4/15/2013 4/15/2013 4/15/2013 4/15/2013 4/16/2013 4/16/2013 4/17/2013 4/17/2013 4/17/2013 4/17/2013 4/17/2013 4/17/2013 4/17/2013 4/17/2013 4/17/2013 4/17/2013 4/18/2013 document. Review of Request for Production of Documents from- Ronald Mayes to Thomas Mayes. Receipt and review of petitioner/counterarespondent T. Mayes' motion to compel responses to duces tecum request served upon R. Mayes on 1/ 14/13. E-mailed to Ms. Savitt. Revision of the petition document. Transmitted via email the revised petition for Ms. Savitt's review. Review of email from Curator Ms. Savitt approving ?nal revisions to the petition. Review of Motion for Implementation of Pretrial Deadlines ?led by Daniel Mayes. Filed Notice of intent to. Take Possession of Protected Homestead Property; and Petition to Determine Homestead Status of Real Property. Receipt of UMC Notice of Hearing on Maycs' Motion for Implementation of Pretrial Deadlines. Prepare six certi?ed mail packages enclosing formal notice, notice of intent to take possession of protected homestead property; and petition to determine homestead status of real property to all parties on the service list. Review of Thomas Mayes' Motion for Implementation of Pretrial Deadlines. Preparation of E-Servioe of formal notice, notice of intent to take possession of protected homestead property; and petition to determine homestead status of real property. Review of email from Christine Parrot asking for coordination of UMC date for the motion to compel responses from Ronald Mayes. Preparation or emailed response stating I would check with client and get back to her. . Review of jordan Hammer's response stating he was available for all dates. Preparation of email to Client Ms. Savitt asking her about her availability about the named LIMC dates on the motion to compel. Review of email from Client Ms. Savitt stating she will be out of town until May 6th. Emailed copy of the ?led petition to Client Ms. Savitt. Review of Notice of Hearing (UMC) of April 23, 2013 at 8:45 am on Dan Mayes' Motion for Implementation of Pretrial Deadlines. Prepare e-mail to judge Garrison's jA (per her request) asking her to give us some available dates and times for a hearing on our notice of intent to take possession of protected homestead property; and petition to determine homestead status of real property. 7 S.L.H. R.P. S.L.H. S.L.H. S.L.H. S.L.H. R.B. R.P. R.P. S.L.H. R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. RP. .10 .10 .10 .10 .10 .10 .?Charge No Charge $32.50 No Charge $32.50 No Charge No Charge No Charge No Charge No Charge $36.00 No Charge $32.50 $32.50 I $32.50 No Charge $32.50 $24. 00 I I 1 11111137?: 4/18/2013 4/18/2013- 4/18/2013 4/18/2013 4/18/2013 4/18/2013 4/18/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/19/2013 4/22/2013 New Preparation of E-Service Notice Cover Sheet, with all attached copies of ?led documents. Preparation of emailed letter to Christine Parrot and Mr. Salivar, Esq. informing them Ms. Savitt and I were not available before May 6th for a hearing on Thomas Mayes' Motion to Compel. Preparation of email to Client Ms. Savitt reminding her of due date for ?ling curator's inventory. Preparation of email to Client Ms. Savitt, with attached copy of rec'd notice of hearing for UMC on April 23, 201 3 . Review of email from paralegal stating Mr. Hammer had called asking if the guardian had had the power turned off at Mrs. O'Grady's home. Preparation of response email to paralegal; forwarded email to Ms. Savitt marked 'urgent'. Filed Notice of Intent to Take Possession of Protected Homestead property; Petition to Determine Homestead Status of Real Pruperty; with clerk of court. Emailed ?led docs and cover sheet to all parties. Receipt and review of e-mail from Jami Huber, Esq. She is available on 5/16. Preparation of email to par?es with dates and times for hearings. Asked them to please respond by 5:00 today. Review of e-mail from Judge Garrison's JA giving us some new dates and times for our hearing. Review of email from Ms. Savitt stating we do not need to attend the hearing on the motion to compel. Preparation of response email in agreement. Review of emailed responses from attorneys regarding the hearing dates. The dates did not work for most of them. Review of email from Ms. Savitt stating Mr. Dan Mayes had put power in his name for FPL, and today she put it badt in her name as the curator, so bill can he paid. Preparation of response email advising her to make sure all of the bills were put in her name as the curator of this asset of the estate. Prepare e-mail to Judge Garrison's JA requesting alternative dates and times. Meeting with Ms. Savitt to prepare Veri?ed inventory. Further preparation of draft veri?ed inventory. Made change; ?nalized for ?ling with clerk of court. Filed inventory with clerk of court. Preparation of Notice of Service of Court Document, the veri?ed inventory. Emailed copy of the ?led inventory to Mr. Salivar, Esq.; Ms. Huber, Esq.; Mr. Hammer, Esq.; Ms. Savitt. Review of emailed msg. back from Judicial asst. Ms. Bemier stating the same dates as before. Preparation of new email to Judicial Asst. Ms. Bemier 8 R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. R.P. R.P. R.P. R.P. S.L.H. R.P. S.L.H. - R.P. R.P. S.L.H. R.B. S.L.H. S.L.H. R.P. R.P. .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 2.00 1.00 .10 .10 .10 .10 .10 $12.00 No Charge $32.50 $32.50 $32.50 No Charge No Charge $12.00 $12.00 $12.00 No Charge $12.00 $32.50 $12.00 $240.00 $325.00 No Charge $32.50 No Charge $12.00 No Charge 4/23/2013 4/23/2013 4/23/2013 4/23/20! 3 4/23/2013 4/23/20! 3 4/23/2013 4/23/20! 3 4/23/2013 4/23/2013 4/23/2013 4/23/2013 4/24/20! 3 4/24/20! 3 4/24/2013 4/24/2013 4/24/20! 3 4/24/20! 3 4/24/2013 4/24/20! 3 asking her for new dates, as those prior dates did not work for the attorneys. Review of emailed letter from judge Garrison's giving us alternative hearing dates. All parties are available on 6/ 19. Preparation or email to IA to lock in the date; and she con?rmed. Filed Notice of Hearing with Court. Prepare e-mail to all partie giving them the new dates. Requested that they get back to us by 3:00 p.m. today. Receipt and review of notice of hearing on T. Mayes' motion to compel responses to deces tecum request served upon R. Mayes on 1/ 4/ i 3. Prepare notice of hearing for june 19, 2013 1:30 pm. Review of email from Mr. ]ordan Hammer, Esq. asking me to give him a call to discuss Curator authorizing an interim distribution to his client. Preparation of response email to Mr. ]ordan Hamnier, Esq. stating town to WI and would call him tomorrow if that was ok. Review of email from Mr. ]ordan Hammer, Esq. stating that was ?ne, and for me to call him in his of?ce after 9 am EST. Review of Order on Motion for Implementation of Pretrial Prooedures,- signed April 23, 2013 by the Honorable Judge Garrison. Filed Notice of Hearing with clerk of court. Review of notice ofhearing on May 2, 2013 re: Thomas Mayes' motion to compel responses to duces tecum request served on Ron Mayes on ]an. 4, 2013. Telephone call with ]ordan Hammer, Esq. regarding his client's request for an interim distribution. Said Dan Mayes is not ?nancially well off. Said the depos were very volatile. Prepare notice of ?ling of court document - notice of hearing, special set. Review of email from Client Ms. Savitt regarding interim distribution. Preparation of response email. Telephone call with Client Ms. Savitt regarding sale of homtead property and any early interim distributions. Emailed notice of hearing to all parties. Preparation of emailed letter with attached Notice of Hearing, Notice of Intent to Take Possession of Protected Homestead Property; and Petition to Determine Homestead Status of Real Property to jennifer Bernier with emailed letter. Review of email from Mr. ]ordan Hammer, Esq. regarding phone call to him. Preparation of email stating I could call him now. Review of email (after phone call today) from Mr. ]ordan 9 Rap! R.P. R.P. R.P. R.P. R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.l-l. S.L.H. S.L.H. R.P. S.L.H. R.P. R.P. S.L.H. S.L.H. .10 .10 .10 .20 .10 .20 .10 .10 .10 .10 .10 .10 .25 .20 .10 .25 .10 .10 .10 .10 $12.00 $12.00 No Charge No Charge No Charge $24.00 No Charge No Charge No Charge $32.50 No Charge No Charge $81.25 $24.00 $32.50 $81.25 No Charge 1 2 .00 No Charge $32.50 4/24/2013 4/25/2013 4/25/2013 4/ 26/ 201 3 4/29/2013 4/29/2013 4/29/20] 3 4/30/2013 4/30/2013 4/30/2013 Hammer, Esq. stating to follow upon our conversation earlier. today, my client is requesting an interim distribution of $100,000. He asked that i please discuss this with Ms. Savitt. Forwarded email to Ms. Savitt. Telephone call to Mr. jordan Hammer, Esq. regarding his S.L.H. .25 $81.25 request for interim distribution for his client, Mr. Dan Mayes. He will follow up with a more speci?c number/amt. that his client will want as a distribution. He also said he was not sure yet Whether his client would want to purchase the homestead property or not yet. Receipt and review of signed certi?ed green cards back R.P. .10 No Charge from Huber, 8: Christopher Salivar. Review of email from Ms. Savitt regarding interim S.L.H. .10 $32.50 distribution to Mr. Dan Mayes; asked about giving interim distributions to other family members also. Preparation of response email. Preparation of email to Ms. Savitt asking her position 8.1..H. .10 $32.50 regarding petition for interim distribution to Mr. Dan Mayes and/ or other siblings. Review of response email from Ms. Savitt regarding interim distribution. Review of email from Mr. jordan Hammer, Esq..asking whether Ihave discussed with Ms. Savitt making an interim distribution to his client; and if so, what her position was. Review of email from Client Ms. Savitt stating she had S.L.H. . 10 $32.50 tried to schedule inspection for the real estate property, but Mr. Dan Mayes, occupant of home, told her she was unable to enter property, that he was buying the home, and no one could be let in. Preparation of response email, as was in process of ?ying back to FL. S.L.H. .10 $32.50 Review of email from Ms Savitt regarding interim S.L.H. . 10 $32.50 distribution to Mr. Dan Mayes. Review of email from Mr. jordan Hammer, Esq. stating S.L.H. .10 $32.50 he had no preference as to a mediator; he is out of town on june 5 and 6. Review of email from Client Ms. Savitt stating family S.L.H. . 10 $32.50 members were inquiring of her as to how much Mr. Dan - Mayes owed the estate, in light of the bills being paid on his behalf out of the estate, the fact he is staying in home rent-free, and that the costs being spent on his behalf should be repaid from his share of the estate. in addition, family members were asking when the next hearing date was scheduled. Also, a realtor she contacted to estimate the home's worth believed the home's FMV was around $205,000, but this was just an estimate at thi time. Preparation of email to Client Ms. Savitt asking her what S.L.H. .10 $32.50 dates she was unavailable before lune i'Tth. Review of response email stating she was not available May 16; 17; and june 13, 14-, 1'7. 10 ll- 4/ 30/ 201 3 4/30/2013 4/30/2013 5/1/2013 5/1/2013 5/1/2013 5/1/2013 5/1/2013 5/1/2013 5/1/2013 5/2/2013 5/2/2013 5/2/2013 5/2/2013 5/2/2013 Telephone (211 to Mr. Hammer, Esq. at request of Client Ms. Savitt regarding Mr. Dan Mayes' refusal to allow any party to enter the homestead property. Mr. Hammer stated he believe his client would like to purchase the property himself, and also that 'no' lie was not going to allow anyone to enter the homestead property, as they had no right to enter. Also, his client wanted an interim distribution and he would need this anyway if he were forced to leave and buy another property to live in. Review of email from Ms. Rousso, paralegal to Ms. Huber, Esq., stating Ms. Huber was unavailable May 10, l3 and lune 5,6,11,12, and 13; as has depositions and a trial. She is available on May 22, 23, 28, and 30; plus june 10th. Review of email from Ms. Parrott, from Mr. Salivar's of?ce, stating needed to narrow down date for mediation; and suggestions for proposed mediator. Review of email from Client Ms. Savitt requesting we set on homestead petition for 8:45 am hearing. Preparation of response email. Telephone call with Client Ms. Savitt regarding setting court hearing on petition. As per request from Client Ms. Savitt to set issues at hearing at 8:45 am, preparation of emailed letter to 1A Ms. Bernier asking if court will allow petition to be heard on May 9111 at 8:45 am. Review of response email from Ms. Bemier stating 'yes' it may be scheduled for UMC on May 9th. Review of email from Client requesting set petition for hrg. on UMC on May 9th. Preparation of response email. Review of Ron Mayes' Responses to Duces Tecum Request from Thomas H. Mayes. Review of email from Mr. Salivar, Esq. to Ms. Huber, Esq. stating their response was incomplete. Review of response email from Ms. Huber. Forwarded emails and attachments from Ms. Huber and Mr. Salivar to Client Ms. Savitt. Review of signed, certi?ed mail green cards back from Chambers, O'sterbuhr and Agency for Health Care Admin. Review of rec'd msg. from Client re: Mr. Hammer's letter. Receipt and review of Ron Mayes' responses to duces tecum request from Tom Mayes. Preparation of emailed letter to Client Ms. Savitt regarding hearing on the petition to take possession of homestead property. Review of email and attached correspondence (letter) ?'om Mr. Jordan Hammer, Esq. regarding request of his client for interim distributiOn of $100,000. 11 S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. R.P. S.L.H. S.L.H. S.L.H. S.L.H. R.P. S.L.H. R.P. S.L.H. S.L.H. .30 .10 .10 .10 .20 .10 .10 .10 .10 .10 .10 .10 .10 .20 .20 $97.50 No Charge $32.50 $32.50 $65.00 $12.00 $32.50 $32.50 $32.50 No Charge No Charge No Charge No Charge $65.00 $65.00 5/2/2013 5/2/2013 5/2/2013 5/2/2013 5/2/2013 5/3/2013 5/3/2013 5/3/2013 5/3/2013 5/3/2013 5/3/2013' 5/3/2013 5/3/2013 5/3/2013 Preparation of email to Client Ms. Savitt, forwarding correspondence from Mr. jordan Hammer, Esq. Telephone call with Client Ms. Savitt re: setting hrg. on Filed petition. Review of ?led Objection of Dan Mayes, through . jordan Hammer, Esq. Forwarded copy of Objection from Mr. Hammer to Client Ms. Savitt via email. Review of email ?-orn Client Ms. Savitt; preparation of response email acknowledging her email. Telephone call with Client Ms. Savitt regarding setting petition issues for UMC hearing on May 14 at 9 am. Prepare notice of E-Servicc of notice of court hearing - court ?ling For emailing to all parties. Preparation of emailed letter to Ms. Savitt, along with attached copy of prior signed order from guardianship case regarding payment of bills of Mrs. O'Grady?s home. Order states guardian may pay the bills until a PR or curator is appointed. - Telephone call to judge Garrison's jA to clarify if they cancelled the 6/19 special set hearing or if our of?ce needs to prepare a order of cancellation of hearing. Prepare notice ofhearing For 3/14/13 at 9:00 a.m. on notice of intent to take possession of homestead property; petition to determine homestead status of real property. Prteparc certi?ed mail envelopes for Osterbuhr, Chambers and Agency for Health Care. Review of emailed letter from Christine Parrot, paralegal to Mr. Salivar, Esq., requesting to coordinate a date for - mediation pursuant to the order entered by judge Garrison. The deadline for implementation of the mediation is june 17th, 2013. Ms. Parrott proposed Friday june 14th as the mediation date. Also, suggested Mary Sue Donahue as the mediator. Asked that the parties respond to her by May 6th at: 5:00pm. Review of email ?'om Ms. jami Huber, Esq. responding to Ms. Parrott's email regarding mediation date. She believed the mediation should proceed the depositions which needed to be scheduled at the same time of out of state parties. Have mediation ?rst, and if unsuccessful, the depositions could occur in the days following. Proposed mediation. date of june 10th, with depos following during that week. She had no objection to Mary Sue as mediator, but asked that we consider also Seth Marmor and Larry Blair. Review of email from Mr. jordan Hammer, Esq. responding to Ms. Parrott's email re: mediation. Said that they are avail. june 14th, and asked that a location for mediation be set. Presumed her of?ce (Ms. Donohue's) 12 S.L.l-l. S.L.l-l. S.L.H. S.L.H. S.L.H. S.L.H. R.P. S.L.H-. R.P. S.L.H. R.P. S.L.H. S.L.H. S.L.l-Charge $32.50 $97.50 No Charge No Charge $32.50 $24.00 $32.50 $12.00 $65.00 No Charge $32.50 $32.50 No Charge 5/3/2013 5/3/2013 5/3/2013 5/ 3/ 201 3 5/3/2013 5/3/2013 5/3/2013 5/4/2013 5/5/2013 5/5/2013 5/6/2013 5/6/2013 5/6/2013 5/6/2013 5/6/2013 5/6/2013 5/6/2013 5/6/2013 of?ce was not large enough. Said we would need 4- rooms to properly mediate case. Review of email from Mr. SaIiVar stating space at Ms. Donohue's of?ce was not a problem. Review of emal from Mr. Hammer, Esq. replying to Mr. Salivar's response, stating sounds good." regarding space at Ms. Dcnohue's office. Review of email from Ms. Parrott thanking Ms. Huber for her prompt response. Stated their ollice was not available on june 10th as they have a 1/ 2 day special set hrg. in Broward County. Review of email from Ms. Huber, Esq. stating she can be available all day on june 11th for mediation. Preparation of notice of hearing on notice of intent to take possession of homestead property; determination of homestead status. Filed notice of hearing with clerk of court setting hrg. for May 14- 2013 at 9:00am. Review of rec'd 'Ron Mayes' Responses to Duces Tecum Request from Thomas H. Mayes." Review of ?Ron Mayes Responses to Duces Tecum Request' emailed by Ms. Huber, Esq. Forwarded cepy of email to Client Ms. Savitt. Review of email from Ms. Savitt regarding petition to be ?led, along with orders to obtain, regarding real estate property. Telephone call from Client Ms. Savitt regarding real estate property and questions about access and sale. Review of msg. from Client stating not in agreement with suggested mediator, and instead would like to put out names of Glen Mednick and jay Schwartz. Preparation of email to parties with new suggested names. Review of email from jordan Hammer, Esq. stating he has con?ict with Jay Schwartz being the mediator. Preparation of draft petition to inspect real estate property. Forwarded draft petition to Ms. Savitt for review. Review of email from Ms. Huber, Esq. stating she Cannot agree to jay Schwartz, but Mr. Mednick was ?ne. Review of email from Mr. Christopher Salivar, Esq. stating if the 'potential con?ict! issue with Mr. Schwartz was a belief he had a familial relationship with 'Andy', he could say there is no relation. He 'just wanted to throw that out'. However, he still believed Ms. Donahue would be perfect for this case. Review of email from Mr. Hammer, Esq. stating it was not based on any perceived familial relationship. Review of email from Ms. Huber Esq. stating her objection was not based on any perceived familiar l3 S.L.H. S.L.H. S.L.H. S.L.H. R.P. R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. SOLIHI S.L.H. S.L.H. S.L.Charge No Charge No Charge No Charge $12.00 No Charge No Charge No Charge $32.50 $97.50 $32.50 $32.50 $97.50 No Charge No Charge No Charge No Charge No Charge I 5/7/2013 5/7/2013 5/7/2013 5/7/2013 5/7/2013 5/8/2013 5/8/2013 5/8/2013 5/9/2013 5/9/2013 5/9/2013 5/9/2013 5/9/2013 5/9/2013 5/9/2013 relationship either. Review of emailed letter from Ms. Rousso at Ms. Huber's ollice asking if we have a con?rmation date for the mediation, and asked for con?rmation of the date ofjune 1 1th. Asked if we had determined the name of a mediator. Ms. Huber had no objection to Mary Sue Donahue. Review of email from Ms. Rousso at Ms. Huber's of?ce stating Ms. Hazeltine objected to Ms. Donahue, and said see attached email. Preparation of email to parties stating Ms. Savitt was available for mediation on june 1 1th. Review of email from Client stating she is available June 11 for mediation. Preparation of response email. Telephone all with Client re: mediation, draft petition to inspect real estate property, and her desire to have this issue heard on UMC hearing as soon as possible. Preparation of email stating as to selection of mediator, we objected to Ms. Donohue and instead suggest alternative names of Mr. Kauil'man and Jack H. Cook, retired circuit judge. Review of email from Client regarding selection of mediator. Preparation of response email. Preparation of email to parties suggesting new names. Review of email from Mr. Hammer, Esq. stating he had no objection to Ms. Donohue as mediator or setting at 10:00am. E?File notice of Cancellation of 5/ 14/ 13 UMC Hearing. Reference for this ?ling is 1975785. Prepare notice of hearing on petition for inspection and permission to list and sell real estate. Preparation of notice of service of notice of cancellation of hearing. Review of email from Mr. Salivar, Esq. regarding selection of mediator. Said he can con?rm for the date of June 11th, 2013. He also stated that it was his understanding that Kathleen and Stephanie wished to attend the mediation via telephone. He stated that his oilice generally had no problem with any of the proposed mediators, he felt Ms. Donohue would be best absent any objection. And since they received no objection, upon con?rmation by Mr. Hammer of his and his client's availability for the 11th, his of?ce would contact Ms. Donohue to con?rm her availability and reserve space for mediation on the 11th. Forwarded copy of Mr. Salivar?s email to Ms. Savitt. Prepare notice of cancellation of hearing scheduled on 5/ 14/ 13. Receipt and review of invoice from DBR in the amount of 14 S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. RB. R.P. R.P. S.L.H. S.L.H. R.P. R.P. .10 .10 .10 .10 .10 .10 .10 .10 .20 .20 .10 .10 .10 .20 .10 $32.50 No Charge $32.50 $32.50 $32.50 $32.50 $32.50 No Charge No Charge $24.00 No Charge No Charge No Charge $24.00 No Charge I . 5/9/2013 5/9/2013 5/9/2013 5/9/2013 5/9/2013 5/10/2013 5/10/2013 5/10/2013 5/10/2013 5/10/2013 5/10/2013 5/10/2013 5/13/2013 5/13/2013 5/13/2013 5/13/2013 5/13/2013 5/14/2013 5/14/2013 $194.00. Hand-delivered to Ms. Savitt for payment. E-rnailed'notioe of cancellation of hearing to all parties. E-mailed notice of hearing and petition to all parties. Review of email from Mr. SaliVar, Esq. regarding notice of hearing scheduled for May 14. Preparation of response email. E-Filed Petition for Inspection of Estate Real Property and for Permission to List and Sell said Estate Real Property Meeting with Ms. Sa'vitt in person regarding petition to inspect property. Review of rec'd Notice of Filing from Mr. jordan Hammer, Esq. with attached letter to court stating they are unable to attend May 14th court hearing. Preparation of email to Ms. Savitt. Review of response email from Ms. Savitt. Review of email from Ms. Huber, Esq._ to parties regarding her 3 Notice of Intent to Serve Subpoena for production of documents without deposition; she requested responses to her questions regarding whether anyone objected to the 3 subpoenas; 11' they will waive the 10 day notice period. Review of email from Mr. jordan Hammer, Esq. stating they were not available on May 14th or the 16th. Preparation of email to Mr. Hammer, Esq. asking him to provide evidence of his unavailability on May 14 or 16th. Review of his response email stating his assistant would 10rward copies of proof of his unavailability. Review of email from Ms. Savitt regarding information that Mr. Dan Mayes has additional persons living with him in Mrs. O'Grady's home. Review of letter from Ms. Skatoil', Esq. Review of email from Ms. Savitt regarding UMC hearing. Prepare notice of service of court document on notice of cancellation of hearing. Prepared notice of cancellation of court hearing for 5 1 4/ 1 3 . Prepare c-mail attaching notice of cancellation of court hearing to all parties. Preparation of email to parties stating hearing scheduled for May 14-, 2013 at UMC was cancelled. Review of email from Ms. Parrot regarding mediation date of june 11th stating Mr. Hammer was correct. Said still had to select a mediator though. Said they were awaiting a 'call' from Ms. Hazeltine to discuss her client's objection to the proposal of Mary Sue Donohue. Review of email from Mr. Salivar, Esq. stating he had spoken with Thomas Mayes and can con?rm the 11th for mediation. As to depositions Thomas Mayes had scheduling con?icts with work for the 12th and 13th, but 15 R.P. R.P. S.L.H. R.B. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. R.P. R.P. R.P. R.P. S.L.H. S.L.Charge No Charge $32.50 $12.00 $65.00 No Charge No Charge $32.50 No Charge $32.50 $32.50 $32.50 $32.50 $24.00 $24.00 No Charge $12.00 $32.50 $32.50 WW 5/14/2013 5/14/2013 5/14/2013 5/ 14/2013 5/14/2013 5/14/2013 5/14/2013 5/14/2013 5/15/2013 5/15/2013 5/15/2013 5/15/2013 5/15/2013 the 17th and 18th would work. He stated he could re- schedule Ronald Mayes to be completed the morning of the 17th, and Thomas Mayes to begin that afternoon, or the following day (the 18th). Review of email from Mr. Andrew Schwartz, Esq. regarding his request for Ms. Hazeltine to return his phone call regarding their selection of a mediator. Receipt and review of formal notice on objection to curator's petition for inspection of estate real estate property and for permission to list and sell said real estate Propeny? Review of email from Mr. Hammer, Esq. asking if someone could con?rm that the status of mediation was that we were currently locked into the date ofjune 1 1th but still need to select mediator? Forwarded copy of email from Mr. Schwartz to Ms. Savitt; asked for her response on issue. Review of Penna] Notice; and Objection to Curator's Petition for inspection fo Estate Real Estate Property and for permission to list and sell said real estate, ?led by jordan Hammer, Esq. Preparation of emailed letter to Client Ms. Savitt regarding pending petition to inspect real estate property, etc. Preparation of email to Ms. Savitt re: objection to petition ?led. Review of email from Ms. Huber to Ms. Salivar. regarding her intention to let Mr. Salivar continue to depose with Ronald Mayes ?rst and then set Thomas Mayes. She stated she also needed dates for additional depositions: Yoshi Smith, Esq., Dr. jorge Macia, and once they had reviewed the documents from Boulevard and Bethesda Memorial Hospital, the appropriate parties from these institutions. She said she also needed to set Kathy 0. She said she had not excused any party From appearing at the mediation and neither had the court. Review of Objection to Notice of MediatiOn and Motion to Compel Coordination of Depositions and Mediation ?led by Ms. Huber, Esq. Receipt and review of faxed notice of mediation. Review of faxed Notice 01" Mediation from Mr. Jordan Hammer, Esq. setting Mediation Conference for june 11, 2013 before Mary Sue Donahue, Esq. at 9:30 am. Review of email and attached documents entitled "Petitioner/ Counter-Respondent's Objection to, and MO?on for Protective Order in connection with, Respondent/ Counter-Petitioner's Request fer Production - composite exhibit 4- - medical records. Review of email from Ms. Huber, Esq. regarding Notice 16 S.L.H. R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. R.P. S.L.H. S.L.H. S.L.Charge NoCharge No Charge No Charge $162.50 $32.50 $32.50 $32.50 No Charge No Charge $32.50 No Charge No Charge 5/15/2013 5/15/2013 5/15/2013 5/16/2013 5/ 16/2013 5/16/2013 5/16/2013 5/16/2013 5/16/2013 5/16/2013 5/16/2013 of Mediation sent out by Mr. Hammer, Esq. and ?led when there had been no consensus. Asked for parties to please advise by the end of business today their availability for UMC next week where she will be setting her Motion to Compel Coordination of Discovery and Mediation. Review of email from Mr. Schwartz, Esq. regarding mediation. Stated Ms. Huber's alleged motion regarding mediation falls into the category of 'babysitting'. Stated Ms. Huber was acting unreasonably. Review of email from jordan Hammer, Esq. to Ms. Huber, Esq. stating he had advised her and Mr. Salivar, Esq. that he would be ?ling a notice of mediation today. He stated she was in fact available for jam 1 1th but was holding out in an effort to schedule her deposition of Thomas Mayes. Review of email from Ms. Huber, Esq. to Mr. Schwartz, Esq. re: scheduling mediation date. Telephone call to PE Daily Business Review re: proof of publication of notice to creditors. She said notice to creditors was published on April 5 and 12th, and the proof had been mailed to us. Told her we never received it. Will double?check with paralegal and (all back. Review of email from Mr. jordan Hammer, Esq. asking for dates of publication of the notice to creditors. Preparation of response email stating notice to creditors was published on April 5 and 12th. Preparation of email to Client Ms. Savitt reminding her of attendance at the mediation meeting on May 22, at 8:45 am. Review of response email from Ms. Savitt. Review of email from Ms. Huber's of?ce asking if parties are available for UMC hearing on May 22 re: objection to notice of mediation and motion to compel coordination of depositions and mediation. Review of email from Mr. jordan Hammer, Esq. stating that in his letter accompanying the notice of mediation, he suggested that someone offer an alternate schedule for mediation and any needed depositions that works for the- participants and meets the deadlines set by the court. Otherwise he looked forward to seeing them in mediation on june 11th. Review of email from Mr. Salivar, to Ms. Huber stating he was not available for a UMC hearing on May 21st as he has a 9:30 am mediation. Review of email From Ms. Huber, Esq. to Mr. Salivar, Esq. asking him if he was not available on May 21st can Mr. Schwartz attend the hearing instead; or could he appear by telephone. They believed there was no UMC on the 22nd or 23rd. - Review of email from Ms. Rousso from Ms. Huber's oilice l7 S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S-L.H. S.L.H. S.L.H. S.L.H. S.L.H. .10 .10 .10 .10 .10 .10 .10 .10 ._1o .10 .10 No Charge No Charge No Charge $32.50 $32.50 No Charge No Charge No Charge No Charge No Charge $32.50 Th. . 5/16/2013 5/17/2013 5/17/2013 5/17/2013 5/19/2013 5/20/2013 5/20/2013 5/21/2013 5/21/2013 5/21/2013 5/21/2013 5/22/2013 5/22/2013 5/22/2013 con?rming there with judge Garrison; please advise if you are able to attend UMC on May 21 on their "Objection to Notice of Mediation and Motion to Compel Coordination of Deposi?ons and Mediation." Review of email from Mr. Salivar, Esq. with attached "Petitioner/ Counter-Respondent's Objection to, and Motion for Protective Order in connection with, Respondent/ Counter-Petitioner's Request for Production". Review of email from Ms. Savitt regarding Mr. Dan Mayes' occupation of home of Mrs. O'Grady. Review of email from Ms. Savitt. Preparation of response email. Preparation of emailed. letter to Ms. Savitt in response to her prior email. Review of email From Client stating that we can keep the june 19th ct. hrg. date and amend existing petition to request further instructions from court. Review of email from Christine Parrot from Mr. Salivar's of?ce; review of attached Motion to Dispense with Mediation; Notice of Filing Second Af?davit of Petitioner Thomas Mayes. Receipt and review of notice of special set hearing on objection to notice of mediation and motiont compel/ Mayes? motion to dispense with mediation. Telephone call from Client asking about hearing at 8:45 am tomorrow. Review of email from. Ms. Huber, Esq. asking if Ms. Savitt would sign a form in order to have medical documents released from Dr. Maeia, Boulevard Rehab, and Bethesda Hospital. Also asked if we were attending the hearing tomorrow regarding mediation. Preparation of response email stating I would need to talk to client beibre responding back to her questions. Forwarded email from Ms. Huber to Client for review. Review of response email from Client;- preparation of response email. Review of copy of email from Mr. Salivar to all parties discussing Mr. Thomas Mayes' unavailability for deposition and Mr. Ron Mayes' availability for deposition. Review of copy of email sent from Mr. Salivar Esq. with attached copy of Order court entered today re: Mediation on lune 1, 2013 at the Bose of?ce of Mary Sue Donahue, Esq. Also stated Mr. Ron Mayes submitted a settlement offer yesterday afternoon. Forwarded copy of notice of hearing for today to Client Ms. Savitt. as she would like to attend today alone to observe hearing. 18 S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.Charge No Charge No Charge $65 .00 $32.50 $32.50 No Charge $32.50 $32.50 No Charge $32. 50 No Charge $32.50 No Charge 5/22/2013 5/22/2013 5/22/2013 5/22/2013 5/23/2013 5/23/2013 5/28/2013 5/29/2013 5/29/2013 5/29/2013 5/29/2013 5/29/2013 Review of Order on Motion to Compel Coordination of Depositions and Mediation, ordered by judge Garrison. Motion to dispense with mediation ?led by Mr. Thomas Mayes denied; mediation ordered team on lune 1 1, 2013 before Mary Sue Donohue, Esq.; all parties shall attend mediation in person. Receipt and review of notice of compliance from T. Mayes. E-mailed to Ms. Savitt. Preparation of email to Palm Beach Daily Business review asking them to send us a paper copy of the Proof of Publication of Notice to Creditors. Review of email back From DBR asking if the invoice of $194.00 had been paid yet. Preparation of email to Client asking if bill had been paid in amt. to DER. Review of email from Ms. Huber, Esq. stating that the judge ordered that mediation must occur on june 11th, with Mary Sue Donahue as mediator. She said she was sending us the order now and she also planned to set several depositions in the days that followed the mediation, including Thomas Mayes. Forwarded copy of email to Client and paralegal. Review of email from Ms. Rousso, paralegal to Ms. Huber, Esq., regarding attached 3 HIPAA releases prepared for Ms. Savitt's signature. Receipt and review of three HIPM releases from jami Huber, Esq. Forwarded to Ms. Savitt. Review of email from Ms. Scheiblich from Mr. Salivar's of?ce to Ms. Donahue with attached notice of mediation ?led by Mr. Hammer, Said there was no room or suite number indicated for her. Telephone call back to Ms. jami Huber, Esq. She wanted to discuss HIPAA releases and need for Ms. Savitt to sign. Review of' email from Randi Scheiblich from Mr. Salivar's of?ce to Ms. Donohue's of?ce, asking to put suite number on notice of mediation. Forwarded email to Client Ms. Savitt. Review of NOTICE OF TAKING DEPOSITION DUCES . TECUM - KATHLEEN M. OSTERBUHR NOTICE OF TAKING DEPOSITION DUCES TECUM - STEPHANIE CHAMBERS from Mr. Huber, Esq. Forwarded copies via email to Ms. Savitt. Review of email from Client Ms. Savitt stating she. was available on date of mediation, but would be out of town from june 12 tojune 16, 2013. Review of email from Mr. Salivar, Esq. to Ms. Huber inquiring about her new address. Review 'of reply email From Ms. Huber stating that was her correct new address: 500 S. Australian Avenue, Suite 500, West Palm Beach, FL 334-01. 19 S.L.H. R.P. S.L.H. S.L.H. S.L.H. R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. .10 .10 .10 .10 .10 .10 .10 .25 .10 .10 .10 .10 $32.50 No Charge $32.50 $32.50 $32.50 No Charge No Charge $81.25 No Charge No Charge $32.50 $32.50 I 5/30/2013 5/30/2013 5/31/2013 5/31/2013 5/31/2013 5/31/2013 5/31/2013 6/3/2013 6/3/2013 6/3/2013 6/3/2013 6/4/2013 6/5/2013 6/5/2013 6/5/2013 6/6/2013 6/10/2013 6/ 10/2013 Telephone call (return call} to Ms. Huber, Esq. regarding signing the authorisations to obtain copies of Mrs. O'Grady's medical records. Telephone call with Client Ms. Savitt regarding Ms. Huber's request for immediate signing of HIPAA authorizations. Meeting with Ms. Savitt to sign HIPAA authorization forms. Scanned and e-mailed HIPAA releases to jami Huber, Esq. Also mailed originals to her. Preparation of amended petition and request for instructions from court. Review of responses ?led by Mr. Hammer and Mr. Schwartz. Review of probate rules and statutes governing duties of curator. Emailed copy of draft amended petition to Client Ms. Savitt for review. Review of email from Ms. Huber, Esq. with attached authorizations for Ms. Savitt to sign. Forwarded via email the documents to Client Ms. Savitt. Preparation of amended petition with changes indicated; ?nalized for E?liling with clerk of court. Preparation of email to Ms. Savitt following up to ask her for the totals on bills for the O?Grady home had been expended, as per her previous email asking that this info. be included in the amended petition. Review of email from Ms. Savitt with signed attached amended petition. E-lile Petition for instruction. Prepare notice of unavailability. Receipt and review of petitioner T. Mayes' pre-trial disclosure. Receipt and review of notice of taking depositions for S. Chambers and Laura Ernst. Receipt and review of petitioner Meyes' objection to taking the deposition of K. and 5. Chambers. Receipt and review of Notice of Deposition Deces Team and Notice of Taking Depositions of Amy Heller, Esq. Yoshimi O. Smith, Esq. Telephone call from Mary Sue Donahue, Esq. at of?ce. She said [as attorney would need to attend, along with my client Ms. Savitt, as she was a party and 1 was her atty. of record. She said the court had asked that all parties attend the mediation. I told her 1 had not planned on attending, as my client wanted to keep costs down. She stated since my client was a party and 1 was her attorney, the court order mandated we both come. i agreed to come to at least the beginning of the mediation, and would take direction from my client after that. Telephone to Client Ms. Savitt to discuss attendance 20 S.L.H. S.L.H. R.P. R.P. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. ROB. R.P. R.P. R.P. R.P. R.P. S.L.H. S.L.H. .10 .10 .10 .20 .10 .10 .10 .10 .20 .20 .10 .20 .20 .20 .10 .10 $32.50 $32.50 12.00 No Charge $325.00 No Charge $32.50 $32.50 $32.50 $32.50 $24.00 $24.00 No Charge No Charge No Charge No Charge $32.50 $32.50 inmo- 6/10/2013 6/11/2013 6/11/2013 6/13/2013 6/13/2013 6/18/2013 6/18/2013 6/19/2013 6/19/2013 6/ 19/ 201-3 6/19/2013 6/19/2013 6/19/2013 6/20/2013 6/25/2013 6/25/2013 6/26/2013 in at mediation meeting tomorrow. She will go also and meet me there. Review of Notice of Mediation regarding mandated mediation meeting tomorrow. Mag. from Client in evening at approximately 7:30 pm that mediation had finally ended, and had achieved resolution. Attendance at mediation hearing at law of?ce of Mary Sue Donahue, Esq. from 9:30am to 12:30 pm. Client stated 1 did not need to stay for entirety. Review of email from Jordan Hammer, Esq. objecting to certain items in the draft ?nal settlement agreement. Review of Global Settlement Agreement emailed by Ms. Huber, Esq. Noticed one small typo. Preparation of email to Ms. Huber for correction. Review of email from Mr. Salivar, Esq. with attached revised global settlement agreement and original settlement agreement. Prepare draft guardian fee petition and attorney fee petition and invoice for attorney review. Telephone call with Mary Sue Donahue, Esq. regarding terms of signed mediated agreement dated june 11th. Attendance at court hearing; present also was Jordan Hammer, Deputy came out to tell us that the court rec'd word that the hearing will be cancelled today. We con?rmed this (in agreement) and therefore court did not appear; no hearing. Review of email from Mr. Salivar asking for hearing today to be cancelled because the new amended agreement was not ?nalized yet; preparation of response email; Review of email from Ms. Savitt. Preparation of response email. Preparation of email to jennifer Bernier, judicial Asst. to the Honorable judge Garrison. Also phone msg. left for her. a Review of mediated settlement agreement dated June 11th, in regard to issue that the parties have 10 days or until the end of the day this Friday to come up with second amended agreement. Review of email from Ms. Kosterbuhr, daughter of Mrs. O?Grady. Preparation of response email back to her. Preparation of email to Kathleen Kosterbuhr asking for update on her review of the ?nal settlement agreement. Receipt and review of invoice from Mary Sue Donohue, mediator in the amount of $4,972.50. Scanned in dropbox. Review of email from Kathleen Kosterbuhr. Review of email from Ms. Savitt. Preparation of email with attached copy of mediated signed settlement agreement to Ma. 21 S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. R.B. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. R.P. S.L.H. .10 .10 3.00 .10 .20 .10 .20 .30 .10 .10 .10 .20 .10 .10 .10 .10 $32.50 No Charge $975.00 No Charge $65 .00 No Charge No Charge No Charge No Charge No Charge No Charge No Charge $65.00 No Charge No Charge No Charge $32.50 6/27/2013 6/30/2013 6/30/2013 6/30/2013 6/30/2013 7/2/2013 7/2/2013 7/2/2013 7/2/20] 3 7/2/2013 7/2/2013 7/2/2013 7/2/2013 7/2/2013 7/2/2013 7/3/2013 7/3/2013 7/3/2013 7/3/2013 7/3/2013 Kosterbuhr. . Review of invoice received from mediator Mary Sue Donahue, Esq. Preparation of email to curator Ms. Savitt with copy of invoice. E-Filed copy of the Notice of Filing Proof of Publication of Notice to Creditors in the Daily Business Review Preparation of E?Service docmnent, with attached Notice of Filing Proof of Publication of Notice to Creditors, to all parties. E-Filed the "Notice to Creditors" with clerk of court. Preparation of E-Service document to e-mail the "Notice to Creditors" to the parties and persons. Review of email from Jami Huber, Esq. stating she is preparing a motion to compel based on the lack of response from the attys. Forwarded email from Ms. Huber on to Client Ms. Savitt. Review of email from Mr. Salivar, Esq., asking parties to sign the attached GSA, which has already been signed by Ron and Thomas. Reviewed attachment. Review of email from Mr. Jordan Hammer, Esq. asking if Ms. Savitt had signed the 13 page Global 'Settlement Agreement yet. Preparation of response email, with cc to Ms. Savitt. Review of email from Stephanie Chambers, daughter of Mrs. O'Grady. She stated she was not going to sign the new 13 page. agreement. Preparation of response email, with or: to all the parties, asking her if that was Kathleen's position also. Review of email from Mr. Hammer, Esq. regarding Ms. Savitt's signature on the GSA. Forwarded Mr. Hammer's email to Ms. Savitt regarding signing of? on the GSA. Preparation of email to Ms. Savitt regarding her position on the GSA now. Review of notice of hearing sent by Mr. Hammer on his motion to compel. Forwarded notice of hearing to Client Ms. Savitt. Review of email from Ms. Huber, Esq. regarding settlement agreement. Forwarded Ms. Huber's email to Ms. Savitt. Review of email from Mr. Hammer stating he had prepared a motion to compel enforcement of the mediation agreement, with attached motion to compel. Review of email from Ms. Huber stating she was not available on either July 9 or 11th, but would-join Mr. Hammer's motion and does not object to us proceeding in her absence. Review of email from Mr. Salivar, Esq. stating he was available on July 9th; but he will also ask to af?rm the 22. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. S.L.H. .10 .10 .20 .20 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 .10 $32.50 $130.00 $32.50 $65.00 $65.00 $32.50 No Charge $32.50 $32.50 $32.50 $32.50 No Charge $32.50 $32.50 No Charge $32.50 No Charge $32.50 $32.50 $32.50 ii"? i ill 7/3/2013 7/3/2013 7/3/2013 7/3/2013 7/3/2013 7/3/2013 7/3/2013 7/3/2013 7/3/2013 7/7/2013 7/7/2013 7/8/2013 7/9/2013 7/9/2013 SUBTOTAL: Costs 4/3/2013 4/5/2013 5/31/2013 1.. mediation agreement, and will send in a proposed order. Review of email from Ms. Huber, Esq. stating it would S.L.H. .10 continue to be her position to enforce the global settlement agreement, plus she would ask to assess fees against the parties that would not sign, as their only objection had been about its length. Forwarded Ms. Huber's email to Client Ms. Savitt. S.L.H. . 10 Review of email from Ms. Huber, Esq. to myself, asking S.L.H. . 10 what Ms. Savitt's position is on the mediation agreement. Forwarded Ms. Huber's email to Ms. Savitt. S.L.H. .10 Preparation of response email to Ms. Huber stating I will S.L.H. .10 be getting back to her soon. Review of email from Mr. Hammer, Esq. to me stating S.L.H. . 10 Ms. Savitt should have the ability to cut an $11 ,000.00 check to Ron Mayes in the event his motion is granted. He also asked Ms. Huber for her trust account information. Review of email from Client regarding hearing on july 1 1 S.L.H. .10 at 9:00am. Preparation of response email. Review of email from Client Ms. Savitt regarding S.L.H. . 10 settlement agreement. Preparation of response email. Review of another email from Client Ms. Savitt regarding S.L.H. .10 settlement and mediation agreement. Preparation of response email. I Review of email from Ms. Savitt regarding change to be S.L.H. . 10 made regarding the listing of Mr. Ron Mayes' companies in the first paragraph of the global settlement agreement, so they are included as "hereto referred as Ron", etc. Preparation of emailed letter to attorneys and parties regarding preparation for court hearing on july 1 1th, and ?nal settlement. Review of email from Kathleen Qsterbuhr and copy of attached letter she sent to the court on july 5th, 2013. She asked if I would answer questions. Preparation of response email stating 1 would need to check with my client Ms. Savitt ?rst. Forwarded email and response to Ms. Savitt for review. Review of email from Ms. Savitt to Kathleen Osterbuhr S.L.H. . 10 and Stephanie Chambers regarding letter sent by them to 001.1111. Review of email from Ms. Savitt regarding hearing on july S.L.H. . 10 1 1th and ?nalization of case. Preparation of response - email. S.L.H. .10 S.L.H. .30 54.05 Paid for certi?ed copies (2) of the letters and order to appoint curator. Cost for certi?ed copies. Postage. 23 $32.50 No Charge $32.50 No Charge No Charge $32.50 $32.50 $32.50 No Charge $32.50 $32.50 $97.50 No Charge No Charge $11,261.50 $6.00 $6.00 $0.66 Willi"? i ll SUBTOTAL: $12.66 TOTAL: $11,274.16 . pnmous BALANCE DUE: $0.00 3 CURRENT BALANCE nus AND owmc: $11,274.16 24 5?i??lfT?I?li?' EXHIBIT Christopher Salivar From: Christopher Salivar Sent: Friday. July 12, 2013 1:55 PM To: 'Sheri L. Hazeltine' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: RE: IN re Helen M. O'Grady Great. Thank you! Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 191 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-6770 Broward (561) 347-6768-Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any .dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci?apres 1e ?message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de la detruire et d'en avertir immediatement 1'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce'message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Friday, July 12, 2913 1:44 PM To: Christopher Salivar Cc: info?hazeltinelaw.com; Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: Re: IN re Helen M. O'Grady Thank you for your message Chris. MS. Savitt and I are currently at the Florida Guardianship Conference at PGA but I will ask her to send you this information as soon as possible. Sincerely, Sheri L. Hazeltine, Esq. 806 Palm Trail Plaza, Ste. 3 Delray Beach, FL 33483 Sent from my iPhone On Jul 12, 2013, at 1:06 PM, Christopher Salivar wrote: Dear Sheri, When you and your client are able, can you please send to my attention an up?to-date 7-11?13) accounting/valuation of the assets of the estate? I will need this to establish the value of the estate as of 7-11-13 (the date of appointment of my client as personal representative), so that we can appropriately ensure that any distributions worked out with Betsy and Tom are correct, and that the values which we all diScussed yesterday will still remain in control of the estate to ensure that all necessary taxes and estate administration fees (including costs and fees to counsel for the parties) can appropriately be satisfied. Thank you. Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 161 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-0776 Broward (561) 347-6768 Fax cs?amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in.error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion 2 Christopher Salivar From: Sheri L. Hazeltine [sheri@hazeltinelaw.com] Sent: Wednesday, August 21 2013 11:31 AM To: Christopher Salivar Cc: Christine Parrott; ?Rande'e Parrish' Subject: RE: O'Grady probate Dear Chris, Thank you for your message. We were hoping to spare the additional expense of the preparation of a formal accounting but if you and your client are not willing to waive it at this point then there is no problem in having an accountant prepare it. Yes, I agree a meeting via teleconference is a good idea. I will check with my client regarding her availability and get back to you soon. Sincerely, Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 860 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (561) 243-4655 office; (561) 243-6933 fax sheri@haze1tinelaw.com The information in this email is intended for the confidential use of the addressees only. The information is subject to the attorney-client privilege and/or may be attorney work product. Recipients should not file copies of this email with publicly accessible records. If you are not an addressee or an authorized agent responsible for delivering this email to a designated addressee, you have received this email in error, and any further review, diseemination, distribution, copying or forwarding of this email is strictly prohibited. If you have received this email in error, please notify us immediately at (561) 243?4655 or send an email message to the sender. From: Christopher Salivar Sent: Wednesday, August 21, 2913 11:22 AM To: 'Sheri L. Hazeltine'; info@hazeltinelaw.com Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: Fw: O'Grady distributions Dear Ms. Hazeltine, I received the e-mail below a few days ago from your client. At this point my client is compiling all necessary financial information to ensure a smooth final transition from Ms. Savitt to Mr. Mayes as the party authorized to handle the assets of the estate of Helen M. O'Grady, however we will still need a full formal accounting prepared in connection with Ms. Savitt's handling of the estate as Guardian/Curator. To date the accounting has been prepared up through March 31, 2613. I had previously requested that at least an informal accounting be given to my client so he was aware of the status of the estate assets as of July 11, 2013. At this point, as Ms. Savitt is required to file her final accounting along with per petition for discharge (all by August 30, 2013), I see no need for a second accounting running through July 11, 2913. The information I previously requested will ultimately be contained within Ms. Savitt's full final accounting. Also, you previously inquired as to whether or net it would be a good idea for you, I, Ms. Savitt, and Mr. Mayes to meet in person to discuss the status of the estate's assets and the 1 Li preliminary distributions that have been made to date. I do think holding a meeting to address these issues would be a good idea, but it may be more beneficial to simply hold it via teleconference rather than in person (to reduce time expended on travel, etc.). Please let me know your and Ms. Savitt's availability (or unavailability) for next Monday and Tuesday, as that might be the best time to hold such a teleconference. Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-0770 Broward (561) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this commUnication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE - Ce message et toutes 1es pieces jointes (ci-apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de 1e detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer 1'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce Message, dans l'hypothese ou il aurait ete modifie. Message?-?-- From: Betsy Savitt Sent: Monday, August 19, 2013 11:02 AM To: thomas mayes; Christopher Salivar Subject: O'Grady distributions Dear Tom, I have enclosed the distribution sheet to date. Ms Hazeltine and I are wanting to know if you are requiring that we fill a complete and formal accounting to the July 11th date, or if this will not be necessary. Sincerely, Elizabeth "Betsy" Savitt Savitt Guardians 4161 Satin Leaf Ct. Delray Beach, Fl 33445 561-573-1292 Fax 561?496-1559 No virus found in this incoming message. Checked - Version: 9.6.932 Virus Database: 3211.1.1/6682 - Release Date: 68/19/13 62:15:66 No virus found in this incoming message. Checked by AVG - Version: 9.6.932 Virus Database: 3211.1.1/6694 - Release Date: 68/21/13 62:64:66 Christopher Salivar From: Christopher Salivar Sent: Wednesday. August 21, 2013 1 1 :22 AM To: 'Sheri L. Hazeltine'; info@hazeltinelaw.com Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: FW: O'Grady distributions Attachments: O'Grady distribution reportdocx; prior e?mail chain.txt Dear Ms. Hazeltine, I received the e-mail below a few days ago from your client. At this point my client is compiling all necessary financial information to ensure a smooth final transition from Ms. Savitt to Mr. Mayes as the party authorized to handle the assets of the estate of Helen M. O'Grady, however we will still need a full formal accounting prepared in connection with Ms. Savitt's handling of the estate as Guardian/Curator. To date the accounting has been prepared up through March 31, 2613. I had previously requested that at least an informal accounting be given to my client so he was aware.of the status of the estate assets as of July 11, 2013. At this point, as Ms. Savitt is required to file her final accounting along with per petition for discharge (all by August 39, 2013), I see no need for a second accounting running through July 11, 2913. The information I previously requested will ultimately be contained within Ms. Savitt's full final accounting. Also, you previously inquired as to whether or not it would be a good idea for you, I, Ms. Savitt, and Mr. Mayes to meet in person to discuss the status of the estate's assets and the preliminary distributions that have been made to date. I do think holding a meeting to address these issues would be a good idea, but it may be more beneficial to simply hold it via teleconference rather than in person (to reduce time expended on travel, etc.). Please let me know your and Ms. Savitt's availability (or unavailability) for next Monday and Tuesday, as that might be the best time to hold such a teleconference. Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347?6767 Palm Beach (954) 574se77e Broward (561) 347-6768 Fax C5@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE Ce message et toutes les pieces jointes (ci?apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) 1 decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Betsy Savitt Sent: Monday, August 19, 2013 11:02 AM To: thomas mayes; Christopher Salivar Subject: O?Grady distributions Dear Tom, I have enclosed the distribution sheet to date. Ms Hazeltine and I are wanting to know if you are requiring that we fill a complete and formal accounting to the July 11th date, or if this will not be necessary. Sincerely, Elizabeth "Betsy" Savitt Savitt Guardians 4101 Satin Leaf Ct; Delray Beach, Fl 33445 561?573-1292 Fax 561-496-1559 No virus found in this incoming message. Checked by AVG - Version: 9.0.932 Virus Database: 3211.1.1/6082 - Release Date: 08/19/13 02:15:00 Christopher Salivar From: Christopher Salivar Sent: Friday, July 26. 2013 10:15 AM To: 'Sheri L. Hazeltine'; info@hazeitinelaw.com Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: re: In re M. O'Grady Dea Sheri, I?m meeting with my client, Tom, in my office now, and have been made privy to some odd and somewhat puzzling information. As Tom has now been appointed P.R. for the estate, and as by Order of the Court he and Betsy have JOINT authority over the assets of the estate, I expect that Tom will be notified of any proposed action on Betsy?s part prior to same being taken, NOT AFTER. Tom has informed me that Ms. Savitt has decided to transfer all of the Kraft, Mondaliz, and Altria stock to an account with Morgan Stanley, yet this was not told to Tom until AFTER Ms. Savitt had this set in motion. Additionally, Ms. Savitt has told Tom of her plans to make an imminent equal distribution to? all of the beneficiaries without the bene?ciaries first agreeing upon the issue of whether or not Daniel intends to take the O'Grady residence as an in-kind distribution valued at $190k. This kind of unilateral action cannot work, and cannot be tolerated, when two parties have been vested with authority over the assets of the estate. Though it might mean that actions take one or two more phone calls before being performed, I expect that Ms. Savitt or you will either a) call Tom, or b) call my office, in regards to future planned actions pertaining to the assets of the Estate. Since we are nearing the end of the administration of this estate, I would like for things to run smoothly, rather than having new waves come in and "rock the boat? so to speak. Please call me when you can to discuss this issue. Sincerely, C?ristoy?er S. Sa?var, Esq. Andrew M. SchWartz, PA. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-0770 Broward (561) 347-6768 Fax CONFIDENTIALITY NOTICE The information contained in this message and any accompanying documents may be privileged and con?dential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby noti?ed that any dissemination, distribution or cepying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. mt?" i ll- Christopher Salivar From: Christopher Salivar Sent: Monday, July 22. 2013 5:26 PM To: 'Sheri L. Hazeltine'; Co: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott; ?Jordan Hammer'; service@clarkskatoff.com Subject: Re: O?grady Dear Ms. Hazeltine, In addition to my e-mail below, do you have any idea of the status of the attorney's fee payment(s) pursuant to the Court's 7-11-13 Order? I know that Tom has now been in contact with, and working with, Ms. Savitt to address the status of the estate and how best distributions can be made, but we do not have any information regarding this, and checks were to have been issued to Clark Skatoff, P.A. and my firm as of today. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 161 PlaZa Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-9779 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure; If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or Copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres 1e "message") sont etablis a 1'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer 1'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute reSponsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. -?-?-0rigina1 Message--?-- From: Christopher Salivar Sent: Monday, July 22, 2613 5:19 PM To: 'Sheri L. Hazeltine' I Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: RE: NOTICE OF SERVICE OF COURT DOCUMENT - FINAL ACCOUNTING Dear Ms. Hazeltine, an I WEST We have received Ms. Savitt's accounting up through March 31, 2913. Any updates as to the status of the more current and up-to-date final accounting? Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-6776 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes 1es pieces jointes (ci-apres 1e "message") sont etablis a 1'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation eXpresse. L'internet ne permettant pas d'assurer 1'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese DU 11 aurait ete modifie. From: Sheri L. Hazeltine Sent: Tuesday, July 16, 2613 8:15 AM To: Christopher Salivar; jhammer@c1arkskatoff.com; 'Stephen M. Chambers'; kosterbuhr1@cox.net Cc: 'Randee Parrish'; 'Betsy Savitt' Subject: NOTICE OF SERVICE OF COURT DOCUMENT - FINAL ACCOUNTING Court Palm Beach County Circuit Court Case Number Case Style In re Guardianship of Helen O'Grady Document(s) Served 'zr-q i inim Final Accounting Sender?s Name Sheri L. Hazeltine, Esquire Sender?s Telephone 561-243-4655 Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 800 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (561) 243-4655 office; (561) 243-6933 fax sheri@haze1tinelaw.com Connect with us on FACEBOOK An elder law attorney and mom of a 'differently-abled' child. Providing caring legal services and support to families with members with special needs. Guardianship for the elderly, developmentally disabled, the mentally incapacitated, guardianship litigation, special needs trusts, and estate planning needs. The information in this email is intended for the confidential use of the addressees only. The information is subject to the attorney?client privilege and/or may be attorney work product. Recipients should not file copies of this email with publicly accessible records. If you are not an addressee or an authorized agent responsible for delivering this email to a designated addressee, you have received this email in error, and any further review, diseemination, distribution, copying or forwarding of this email is strictly prohibited. If you have received this email in error, please notify us immediately at (561) 243-4655 or send an email message to the sender. No virus found in this incoming message. Checked by AVG . Version: 9.0.932 Virus Database: 3204.1.1/5991 - Release Date: 07/15/13 09:33:00 No virus found in this incoming message. Checked by AVG - Version: 9.0.932 Virus Database: 3204.1.1/6010 Release Date: 07/22/13 02:05:00 a: I I Christgaher Salivar From: Christopher Salivar Sent: Monday, July 22, 2013 5:19 PM To: 'Sheri L. Hazeltine' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheibiich; Christine Parrot! Subject: RE: NOTICE OF SERVICE OF. COURT DOCUMENT - FINAL ACCOUNTING Dear Ms. Hazeltine, We have received Ms. Savitt's accounting up through March 31, 2613. Any updates as to the status of the more current and up-to-date final accounting? Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-6770 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de 1e detruire et d'en avertir immediatement l?expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Tuesday, July 16, 2613 8:15 AM To: Christopher Salivar; 1hammer?clarkskatoff.com; 'Stephen M. Chambers'; kosterbuhrl?cox.net Cc: 'Randee Parrish'; 'Betsy Savitt' Subject: NOTICE OF SERVICE OF COURT DOCUMENT - FINAL ACCOUNTING Court Palm Beach County Circuit Court Case Number ?an ll Christopher Salivar From: Christopher SaliVar Sent: Monday, July 15, 2013 5:19 PM To: 'Sheri L. Hazeltine'; info@hazeltinelaw.com; 'Paralegalt' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: FW: SERVICE OF COURT DOCUMENTS - CASE Notice of Voluntary Dismissal with Prejudice his Petition for Administrationpdf; Notice of Attachments: Voluntary Dismissal with Prejudice -Objection to the Petition for Administration .pdf Dear Sheri, I believe Ms. Savitt and your office were awaiting the filing of the attached prior to tendering payment to Jami Huber and Ron Mayes pursuant to the Court approved Mediation Settlement Agreement. Now that the necessary filings have been done, please let me know when payment has been tendered to Jami/Ron. I'm trying to keep a full registry of all payments made over the past week (and up through conclusion of the Curatorship/Guardianship) to ensure that my client's accounting matches that of your client. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347?6767 Palm Beach (954) 574-0776 Broward (561) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. Message-e-?- From: Admin Sent: Monday, July 15, 2613 5:06 PM rl To: Andrew M. Schwartz; Christopher Salivar; Christine Parrott; Randi Scheiblich; 'Jeffrey Skatoff'; 'Jordan Hammer'; service?clarkskatoff.com; 'Sheri L. Hazeltine'; info?hazeltinelaw.com Cc: Jami Huber Subject: SERVICE OF COURT DOCUMENTS - CASE Court Identity: FIFTEENTH JUDICIAL CIRCUIT, PALM BEACH COUNTY Case Number Case Style ESTATE OF HELEN Title of document(s) served: NOTICE OF VOLUNTARY DISMISSAL WITH PREJUDICE - PETITION FOR ADMINISTRATION NOTICE OF VOLUNTARY DISMISSAL WITH PREJUDICE - OBJECTION TO THE PETITION FOR ADMINISTRATION Sending Attorney's Name: JAMI L. HUBER, P.A. Telephone No. (561) 283.4770 Primary e-mail address: jgmi?iamihuberlaw.com Secondary e-mail address: admin?iamihuberlaw.com Regards, Lynne Rousso Paralegal for Jami L. Huber, Esq. JAMI L. HUBER, P.A. 566 South Australian Avenue Suite 566 West Palm Beach, FL 33461 Facsimile: 561.283.4775 Primary Email: 1ami?iamihuberlaw.com Secondary Email: admin?iamihuberlaw.com No virus found in this incoming message. Checked by AVG Version: 9.6.932 Virus Database: 3264.1.1/5991 - Release Date: 67/15/13 62:42:66 Christopher Salivar From: Christopher Salivar Sent: Monday, July 15, 2013 4:11 PM To: ?Paraiegal?l'; 'Sheri L. Hazeltine' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheibiich; Christine Parrott Subject: RE: re: In re Helen M. O'Grady Dear Ms. Hazeltine, Yes, I do still need the accounting as of July 11, 2913, as that will effectively be Tom's "jumping on point" due to the Court Order being entered appointing him as P.R. for the estate. Please let me know when Ms. Savitt completes same, so I can review it with my client. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 161 Plaza Real South Suite 218 . Boca Raton, FL 33432 (561) 347?6767 Palm Beach (954) 574-6770 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l?integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. --?--Original Message--?-- From: Paralegall Sent: Saturday, July 13, 2013 10:52 AM To: Christopher Salivar Cc: 'Betsy Savitt' . Subject: RE: re: In re Helen M. O'Grady Hi Chris, Just so you know, I am "Ms. Hazeltine? (not Mrs.) and Betsy is "Ms. Savitt" 1 (not Mrs.). We both still have our maiden names as our legal names. Do you still need the most current account info. you requested from us Friday? Let me know. Sincerely, Sheri Hazeltine, Esq. SHERI L. HAZELTINE ASSOCIATES, P.A. 800 Palm Trail, Suite 3 Delray Beach, FL 33483 office (561) 243-4655 fax (561) 243-6933 CONFIDENTIALITY NOTICE: This electronic email transmissiOn has been sent by an attorney's office. It may contain information that is confidential, privileged, proprietary, or otherwise legally exempt from disclosure. .If you are not the intended recipient, you are hereby notified that you are not authorized to read, print, retain, copy, or disseminate this message, any part of it, or any attachments. If you have received this message in error, please delete this message and any attachments from your system without reading the content and notify the sender immediately of the inadvertent transmission. There is no intent on the part of the sender to waive any privilege, including the attorney-client privilege, that may. attach to this communication. Thank you for your cooperation. From: Sheri L. Hazeltine Sent: Thursday, July 11, 2013 12:46 PM To: paralega11@haze1tinelaw.com Subject: Fw: re: In re Helen M. O'Grady - Service of Court Document(s) a Case No.: (IX) From: Christopher Salivar Sent: Thursday, July 11, 2013 12:12 PM To: 'Jordan Hammer'; info@hazeltinelaw.com; Jami Huber; Admin; Sheri L. Hazeltine; info@haze1tinelaw.com; kosterbuhr1@cox.net; 'Stephen M. Chambers' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: Fw: re: In re Helen M. O'Grady - Service of Court Document(s) - Case No.: (IX) Dear all, A moment ago, I served via e-mail 1) the 7?11-13 Order of the Court approving the MSA, 2) Thomas H. Mayes' Oath of P.R., and 3) Letters of Administration in favor of Thomas H. Mayes as P.R. of the estate. Attached hereto are the Mutual General Releases referenced within the 7-11-13 Order I forwarded a moment ago. Please have same executed and then transmitted directly to Mrs. Huber, so her client may execute same. Jami, In discussions today with Sheri Hazeltine and Elizabeth Savitt, I was informed that stock has been liquidated sufficient to allow the estate to tender payment of the subject $160,000.00 to your client. Mrs. Savitt is holding this sum pending your client's voluntary dismissal of 2 TIHW his claims, now that the MSA has been approved by the Court. Please file the voluntary dismissal with prejudice as soon as you can, and please contact Mrs. Hazeltine directly to inform Mrs. Savitt how the subject $100,000.00 is to be paid to Ronald. And lastly, once Ronald has counter-signed the attached General Releases, please ensure that copies are sent appropriately to each party for his/her retention. Lastly, and to all, though it has been a long road to this point it has been a pleasure working with everyone to reach a final resolution to the will contest. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-0770 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this_communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres le ?message") sent etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement .l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer 1'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Christopher Salivar Sent: Thursday, July 11, 2013 12:06 PM To: 'Jordan Hammer'; service@clarkskatoff.com; Jami Huber; Admin; Sheri L. Hazeltine; info@hazeltinelaw.com; kosterbuhr1@cox.net; 'Stephen M. Chambers' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: re: In re Helen M. O'Grady - Service of Court Document(s) Case N0.: (IX) NOTICE OF SERVICE OF COURT IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA In re: Estate of Helen M. O'Grady CASE NO.: (IX) ATTACHED: 1) 7/11/13 Order of the Court Approving Mediation Settlement Agreement; 2) Letters of Administration: Thomas H. Mayes as Personal Representative of the Estate 3) Oath of Personal Representative and Designation of Resident Agent. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-0770 Broward (551) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE Ce message et toutes les pieces jointes (ci-apres 1e "message") sont etablis a 1'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement 1?expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion 4 EXHIBIT IN THE: THE FIFTHENTHFIUDICIALCIRGUIT IN AND FOR BALM Isaac}: COUNTY, IINRE: ESTATE OF GASE- No, HELEN M. I. AMENDEDMOTIGH FOR XTENSION OE .TO-FILE FINAL - i .- CURATOR ELIZABETH VITT attorney on "behalf?of theI-C-aumtm'-1 ELIZABETHSAVITT, andhere?y files- this MendedMotii-zm far- thensi?nf .ofTime to, Thezrqurator was appointed Qn?fMardhm?, 0:11: Jul-r5151qu 20.1 Thom-s: Maye?s-S was appointedt? the c?ratbf-Byit?ez Heno'rahiei Cir?uit Judge .Garris?ngwith 20 days. givenrga's' the time?llijwedf?tc ?le the ?nal' accounting; ?Th'is was ammrcalisfib especially as been on-l'vacatiomand waging; :of'the 'comtry for th?z_pa?t?mo Week-'5. ?Thmf?m? this? 31mm? ?r?sp??t??ly requests; 125th; $201.3"? itg?ib-the?nal amounting.- DATED this??-?ay of-Augus't, 3'20 SHERI L. mmiays PA. By: .LM I Sheri L. Hazeltine, Esq. Attomey for Elizabe?l {Savi?t'tg Curator Florida Bar Noe; 0674567 800' Palm Trail, SUit?fg'i iD?lray Beach, :F?hrida 233483 (561)-2434655 (of?cgi): 24346933 (fax) WW7 - GER .ICAT DESERVICE- I HEREBY CERTIFY that {a 'uerand correct copyof fog Emansi'on of. Time- was sent via E?Service on Augustsi?'; 2013, Ftp; the parties aner attemeys qf- listed on the Sienrice Li?t.belo.w.._ 'Sh?riiL. Haieltine?, 1F lorida Barr-5N0. 0674567 SERVICE LIS -- ChristopharS?livar, Esq. Attorgqy- for Thomas" Mayes 101- Plaza Real, Suite 2-1-3 Bursa Ratb'n, .Fl?rida. 3-3432. 'nmajgwhiz - Jerdan Je?i?ey H. Skatuf?..Esq. Anomaly for Daniel Maya-5 Cl'a'rk Skatoff PA- 131%., :Suite. 450? Palm Beach Flpri?d'a 33-410 "tgkaig?-?' .sem'gg'" cla'rkskulof?ggma. ?sp?eri?" Jami-Huber, Esq. Amway for Ronald Maycs 5'00: ShuthAustralian Ave? "Suite 500 West Pal?mj?eachg FL 3.34.01 ?iami@inmmuberlaw?om admit: a 'amihuberlawgcom Stephanie Chambers 1008 Arbor Meadows- Derby, Kansas 67037 Ka??eemM.Osterbuhr- 1300 Chesthill .Derby,.Kansas 670.37 EXHIBIT 5? I CIRCUIT COURT 10F JUDICIAL CIRCUIT AWE FOKPALM BEACH FLORIDA PROBATELDIVISION CASE- eqmebefom =th? "Court upon: Sheri Hazeltine. Esqg?s: Motion. ?E-xt'ensian .of?Tfm'? to; fFi?thE. Final: Accountingyian'd the Courtb?ei'rig' fully advised in: the pfem?i'sw, it is ADJUDGEDthats-thg ?nal accounting in? this matterbre ?led - - a? . by DONE arid ORDERED an this. 87* day of Augusth 2013?- at Delray Beach, Pale I Each ?33 C?untj? Florida. 133': @111ch JUDGE EDWARD Cm): ?nish to: \St) Sheri '13, I-Iazel?rwit Equ \r 800 Palm Trail, Suite-3 D?lray Eea?h. Flarida 33433. Christopher Salivar From: Randee Parrish [randee@hazeltinelaw.com] Sent: Thursday, August 08, 2013 11:37 AM To: Andrew M. Schwartz; Christopher Salivar; Christine Parrott; Randi Scheiblich; ?Jordan Hammer'; jskatoff@clarkskatoff.com; sewice@clarkskatofi.com; Susan Perinl; 'Jami Huber'; 'Admin'; 'Stephen M. Chambers?; kosterbuhr1@cox.net Cc: 'ShenL.HazeMne Subject: Estate of Helen O'Grady Attachments: on Motion for Extension of Time.pdf Dear Counsel, Attached please find Order on Amended Motion for Extension of Time to File the Final Accounting. Thank You, Sincerely, Randee Parrish Paralegal to Sheri L. Hazeltine, Esq. SHERI L. HAZELTINE 8: ASSOCIATES, P.A. 860 Palm Trail, Suite 3 Delray Beach, FL 33483 Office (561) 243-4655 fax (561) 243-6933 Email: randee??hazeltinelawmom Sheri L. Hazeltine, Esq. is a member of the following organizations: National Academy of Elder Law Attorneys; Academy of Florida Elder Law Attorneys; Florida State Guardianship Association; Elder Law Section, Florida Bar; Palm Beach County Bar Association, Guardian Education Committee, co-chair; South Palm Beach County Bar Association; Florida's Voice on 1 ?Willi - EXHIBIT i FAWN. ACCOUNTING 59?4" 0F H0130 M. O'Grady FOR THE PERIOD COMMENCING: 04101113 THROUGH: 00122113 SCHEDULE - Disbursements and Distributions Does not include purchases of principal assets. Such transactions are shown on Schedule 0. Date Brief Descriptions of Items Income Principal 04105113 Hark Burkhaiter Yon. PL - Atty foes 9412139 04109113 Sheri - Atty fees 3,755.19 04105113 Thomas Meyes 3,381.25 04108113 Thomas Mayes 500.00 07119113 Wire to Jami Huber ale .0 7111113 100,000.00 07129113 Wrewai - Andrew M. Schwartz. PA 010 did 7111113 55,000.00 07129113 Withdrawal - Clark Skatoif, PA. 010 did 7111113 30,000.00 08122113 Sheri Hezeitine - Atty fees (11010 in trust) 10,000.00 00122113 Guardianship Financial Reporting Services 1,040.00 08122113 Ira Goldfarb 200.00 In 0 Che in 0 04104113 Ck 1050 - Elizabeth 8301116000) 2,021.50 04110113 Ck 1077 - Florida Space (storage) 151.58 04111113 Ck 1076 - City of 3000 Raton 73.44 04117113 Debit-MT 151-34 05131113 Ck 11 1073 - CVR dist?buton 390.30 08114113 Ck 11 1053 - E. Savitt (held in trust) 13,000.00 Wall F0 11 11 a1: 05113113 Ck 95 - Daily Business Review 194.00 05114113 Debit - FPL 219.24 06103113 Ck! 104 - Fla Space coast (storage) 75.79 06103113 Ck 103 - City of Boost Raton 73.73 00110113 Debit - FPL 53.50 06125113 Ck #105 - Mary Sue Donahue 4.552-50 0.00 3 2091365135 Form No. 04.020.140.301 I i .. ., 10": F013 04:01113 . 03:22:13 Helen M. Q'Grady DisburS?m?e?m?s?l?and Distribu?pns I Doesnot ln'cluclafpurChas'as of princlpalf speaks. Suah?ra?sac?qns- are shown on :SGhedul? Q. Date [mama ?Frinclp?al. .?alls Faggo Checking-afa? wauardtan?h?ip Inc. 07.213213 ok??iji - {storagaj 01:23:13 Fiasnacaf?aas??tafagey 07mm oa?mx?f? :Ck' mm .- Elm-em Savi?fe Guardian gamma anaemia oar-13:13 date. dozdtd amena- 0.3mm Ck 511.5. - Elizabeth Savit'itxf??m .inf?r'mst} PNO Bagk af_accticlgsad . od?ehiia?? Iff?t'dWells- Fangg'pgaank 521:; it 31.235005 75:795. 75:19; 75:79:: 1:325:00: 21,145.35 macaw Egan-1.1.33 0.00 rum, Np; 024.0251 Pm: a :3 EXHIBIT ?10? Christopher Salivar From: Christopher Salivar Sent: Friday. September 06. 2013 12:11 PM To: 'ShenL.HazeMne' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheibiich; Christine Parrott; 'thomas mayes'; kosterbuhr1@cox.net; 'Stephen M. Chambers'; whodawatda@hotmail.com; 'Randee Parrish' Subject: RE: In re Helen M. O'Grady Attachments: o'grady helen order on motion for extension of timepdf Sheri, The only Order I received at the conclusion of the 8/8/13 hearing is attached. You, Betsy, and I were all present when Judge Garrison said "I'm not hearing any Petition for Fees." After that, he executed this Order. I left. No hearing was held on the Guardianship Petitions for Fees. And I never received a copy of any "Agreed Order" entered by the Court on same . Again, to date I HAVE NEVER SEEN ANY ORDER FROM AUGUST 8, 2013 GRANTING ANY PETITION FOR FEES. And as I stated below, I CERTAINLY NEVER AGREED TO ONE. Please provide me with a copy of it now. I don't want to have to waste my time traipsing down to the Courthouse to obtain the Order. I also note that, again, there is no response to my inquiries regarding the $36,006.06 now being "held in trust." Lastly, I haven't charged for any of my multiple e-mails to you trying to find out what is going on presently with the cash that, up until two (2) weeks ago, was in the estate's accounts. I will have to charge for my client's objections to your Petitions for Fees, the Petition for Removal, and the Objection to the Petition for Discharge. I would appreciate a phone call about this, since I've asked multiple times for a call, and I called your office this morning and left a voicemail, and I haven't received one. Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-6776 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement 1 l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer 1'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Friday, September 06, 2013 11:12 AM To: Christopher Salivar Cc: Andrew M. SChwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott; thomas mayes; kosterbuhr1@cox.net; Stephen M. Chambers; whodawatda@hotmail.com; Randee Parrish Subject: Re: In re Helen M. O'Grady Dear Mr. Salivar, Please tell the truth, you were at the hearing on the guardianship fees, you received a copy of this signed Order at the hearing, and and yes it has been on the docket. Why don't we focus on closing this case for Mrs. O'Grady's children and not incurring even more attorneys fees. Heaven knows how much you just charged for your email below. Sincerely, Sheri L. Hazeltine, Esq. 800 Palm Trail Plaza, Ste. 3 Delray Beach, FL 33483 Sent from my iPhone On Sep 6, 2013, at 9:43 AM, Christopher Salivar wrote: Sheri, On a feeling, I perused the docket sheet for Case No.: this morning. I?m quite shocked as some things I?ve now seen. On August 8, 2013, you, Ms. Hazeltine, and I appeared before the Court on your Motion for Extension of Time to file the Petition for Discharge. After Judge Garrison granted an extension up through August 30, 2013 over my objection, you attempted to have your pending Petitions for Payment of Fees heard by Judge Garrison. When I told him that I was not properly noticed for any such hearing and was not ready to address them at that time, he expressly indicated that he was NOT HEARING ANY FEE PETITION that morning. After this, I left the Courthouse. How is it then that an Agreed Order was submitted to Judge Garrison?s attention on your and your client?s petitions for fees filed in WIN I didn?t agree to this? Who actually agreed with you and Betsy regarding the submission of a proposed Order simply approving your fee petition? I said in open Court that I was not prepared to address the fee petitions at that time since I was not properly noticed of any hearing on the issues. I also told you that I wanted to have my client back in the country to look over the petitions with me prior to rendering any decision. Judge Garrison then said that he was not ruling on the fee petitions. SO HON DID THIS ORDER GET NEVER EVEN SEEN A COPY OF IT. YET DESPITE THIS YOU AND MS. SAVITT WROTE YOURSELVES CHECKS 0N 8/12/13 and 8/13/13 pursuant to this ?Agreed Order?? I?m at a loss to even try to comprehend how this happenedm I sent an e-mail to you two days ago, and another yesterday, inquiring about the payments you and Betsy took on 8/12/13 and 8/13/13, and you have never responded to me. Now I see why. CALL ME wow TO DISCUSS THIS. This action is so beyond the realm of reasonable conduct that I can hardly express myself right now. Please note, this action is going to also be included in my Petition to have Ms. Savitt removed as Curator, because I simply cannot comprehend how you would submit an AGREED ORDER to the Court if you had not actually obtained the agreement of the parties as to the Order itself; I cannot speak for what action my client, as well as the remaining beneficiaries, may seek.to take against Ms. Savitt and you for this conduct. Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 161 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach Christopher Salivar From: Christopher Salivar Sent: Wednesday, September 04, 2013 2:15 PM To: 'ShenL.HazeMne Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott; 'thomas mayes' Subject: RE: In re estate of Helen O'Grady - closing estate Attachments: Dear Sheri, Of course. The e-mails are scanned and attached. By chance, do you have a contact telephone number for Daniel? One wasn't provided in the Order discharging Clark Skatoff as counsel for Daniel, and I've been informed that the land-line maintained at the property has been disconnected. Also, has your office been in contact with Daniel as of late? If so, I would appreciate being forwarded all communications with him, as well as all communications with the other beneficiaries of the estate. I've been informed that Stephanie and Kathleen have been communicating with Betsy and your office directly. I was led to believe that Stephanie voiced an interest in purchasing the real estate if Daniel did not, and while I may ultimately need to disposes Daniel if he doesn't get back to me soon, I'd certainly like to look into selling the home to another of the beneficiaries if they are interested. Also, any response to my inquiry regarding the $30,660.66 pulled out to be held in "trust" and the petitions for "fees"? Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 161 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347?6767 Palm Beach (954) 574-0770 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message at toutes les pieces jointes (ci?apres le "message") sent etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de 1e detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans 1'hypothese ou il aurait ete modifie. -?7--Original Message--s?- From: Sheri L. Hazeltine Sent: Wednesday, September 04, 2013 2:02 PM To: Christopher Salivar Cc: Randee Parrish Subject: Re: In re estate of Helen O'Grady closing estate Dear Chris, Again, please forward me immediately a copy of all correspondence from your office to Mr. Dan Mayes. Sheri L. Hazeltine, Esq. 800 Palm Trail Plaza, Ste. 3 Delray Beach, FL 33483 Sent from my iPhone On Sep 4, 2013, at 1:07 PM, Christopher Salivar wrote: Dear Sheri, In response to your e-mail below, my Office corresponded with Daniel through Clark Skatoff prior to its discharge, asking Daniel to voluntarily turn over the property by September 15, 2013, indicating that if he did not, I would move farward seeking an Order from the Court directing him to turn over the parcel (as it is estate property and he has no legally cognizable interest in it other than his interest in the proceeds which its sale will bring to the estate). I then forwarded this to him directly via e-mail after Clark Skatoff's discharge, and also asked him to notify me if he still wants to buy the property for $190k. Per my e-mails, if he contacts me by Friday of this week, I'll prepare a Petition for Entry of Order approving sale to Daniel Mayes for $190k, and if he does not I'll begin formal action to obtain entry of an Order directing him to immediately relinquish possession of the property to Tom as P.R. of the Estate. Also, we are in the process of obtaining a CPA to review the accountings prepared to date, and to prepare a final accounting for the estate which will be filed along with Tom's Petition for Discharge after the home has been sold, all necessary taxes have been paid, and all final distributions have been made. . As to what your office can do to assist this, I would request that the funds taken from the estate's accounts to be held in ?trust? be returned until such time as a Court Order is entered authorizing any further payment to any party for fees, costs, etc. I'm not sure why this was done, but it is unreasonable to take $30,000.00 from the estate's accounts and leave it with no liquid assets to address any incidental expenses of administration, particularly where Tom had prior discussions with Ms. Savitt regarding the preliminary distributions that have been made and at no time was any discussion ever held which addressed Ms. Savitt's and your office's intent to remove this sum. Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm.Beach (954) 574-0770 Broward (551) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci-apres le "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer 1?integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Saturday, August 31, 2613 8:15 AM To: Christopher Salivar Subject: In re estate of Helen O'Grady closing estate Dear Chris, Please inform me of what you and your client have been doing to close Mrs. O'Grady's estate since Mr. Mayes was appointed as the personal representative. For example, I was recently informed your client or your office may have issued correspondence to Mr. Dan Mayes concerning leaving the homestead property. Please provide a copy of these and any other documents sent out since July 11th regarding the estate to me immediately. Finally, while the curator's accounting has now been filed and we are working towards her discharge, until she is discharged by order of the court the Curator has concurrent authority with Thomas Mayes and must be kept informed of everything he and your office are doing to close the estate. See July 11th order issued by Judge Garrison: "Until the Curator is discharged by order of the court, the Personal Representative and the Curator shall have concurrent authority over the assets of the estate." Mrs. O'Grady's estate should be closed very quickly now and we will help however we can. Thank you in advance for your courtesy, Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 860 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (551) 243-4555 office; (561) 243-6933 fax Christopher Salivar From: ChristOpher Salivar Sent: Wednesday. September 04, 2013 1:09 PM To: 'Sheri L. Hazeltine' Cc: Andrew M. Schwartz; ChriStopher Salivar; Randi Scheiblich; Christine Parrott; 'thomas mayes'; kosterbuhr1@cox.net; Stephen M. Chambers; whodawatda@hotmail.com Subject: RE: In re estate of O'Grady - Notice of Final Accounting of Curator and Petition for Discharge Attachments: O'Grady.Helen.Notice of Final Accounting of Curator and Petition for attys. fees.pdf; mayes-petition for order authorizing payment of compensation and expenses of guardianpdf Sheri, I've finished my initial review of the Annual Accounting and the Final Accounting served with the Petition for Discharge. I've noticed some things that have not been adequately explained within the Petition/Final Accounting, as well as references to Court Orders which I have never received. Specifically, the Final Accounting indicates that your firm is presently holding $10,000.00 "in trust", and that Ms. Savitt is presently holding $20,000.00 "in trust", with no explanation. Why is this? What are these funds being held for? I've neVer received any Order which would authorize your firm and Ms. Savitt to take such action, specifically after Tom was appointed as P.R. This action was never even mentioned to Tom, let alone approved by him. And based upon the Accounting itself, it looks like these funds were withdrawn from the Estate's accounts within the past week and a half. Also, there are two (2) checks which were issued (one to Ms. Savitt, one to your firm) on August 12 and 13th, respectively. The check to you was in the amount of $1,745.36, and the one to Ms. Savitt was in the amount of $1,725.00. Both reference that they were issued as payment for "Fees", and in the actual accounting it issues that these were done pursuant to a (which I presume means Court Order) dated 8/18/13. Was this Order ever entered authorizing the payment of these fees? My recollection is that when we appeared before Judge Garrison on August 8, 2013 he DID NOT hold a hearing on the Petitions for Fees which you and Ms. Savitt filed in July. Again, neither Tom or my firm were provided notice of this action until we received the Final Accounting, and I have never received any Order authorizing these payments. Please call my office today so we can address these issues, as they are creating serious problems in what should be the wind-down of Ms. Savitt's and your involvement in this case and the close-out of the estate. Again, I've received direction to file an Objection to the Final Accounting and the Petition for Discharge/Petitions for Fees based on the foregoing, and in the interest of professionalism and candor I'd like the opportunity to discuss the foregoing with you prior to filing those Objections. Finally, as to the Petitions for Fees that were filed seeking in excess of $55,000.00 each for Ms. Savitt and for your firm, I still do not see how these could be filed in good faith where in July you and Ms. Savitt filed Petitions for Fees for all work done as "Curator" from March of 2013 through July of 2013, billing at an hourly rate (which inexplicably increased over the prior submitted billing invoices), and where the total sum(s) sought amounted to roughly $17,000.00. Again, I reassert what I said previously about the impropriety of these filings based on prior representations to the Court and prior filings on your and Ms. Savitt's behalf, and furthermore there is no basis whatsoever for counsel retained by a Curator to seek payment of a flat percentage based fee under Florida Statutes 733.6171. I spent an hour yesterday scouring Nestlaw to see if even a shred of support, case law based or statutory based, existed for such a claim and I found absolutely nothing. Again, I would 1 i Sheri L. Hazeltine, Esq. 866 Palm Trail Plaza, Ste. 3 Delray Beach, FL 33483 Sent from my iPhone On Sep 3, 2613, at 1:25 PM, Christopher Salivar wrote: Sheri, Please ensure that any documents served are properly served on all parties at my office. just got back into the office from an out-of-country vacation, and saw your service e-mail below. record for my office in this action. . Also, I will be reviewing the filed Petition for Discharge, final accounting, and Petition for Payment of Fees with Thomas, and I expect I will shortly be filing an objection to the final Petition for Fees filed on behalf of your office and on behalf of Ms. Savitt. At the hearing which led to Ms. Savitt's appointment as Curator, it was espoused by you an Ms. Savitt that it would be a cost-saving measure to continue having you represent the estat as Curator, and to have the Curator continue billing hourly. I don't know how that has now led to a Petition for payment of a blanket statutory "fee" in excess of $55,666.66 at the very back-end of this case. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 161 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-6776 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message at tbutes les pieces jointes (ci-apres 1e "message") sont etablis a 1'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. --??-Original From: Sheri L. Hazeltine 3 I It was only addressed to me, and not to all primary and secondary e-mail addresses of ChristOphei' Salivar From: Sheri L. Hazeltine [sheri@hazeltinelaw.com] Sent: Wednesday, September 04, 2013 2:14 PM To: Christopher Salivar Subject: Re: In re estate of O'Grady Notice of Final Accounting of Curator and Petition for Discharge Thank you for your message. I am in Miami now and will respond soon. Sheri L. Hazeltine, Esq. 806 Palm Trail Plaza, Ste. 3 Delray Beach, FL 33483 Sent from my iPhone On Sep 4, 2013, at 1:68 PM, Christopher Salivar wrote: Sheri, Please ensure that any documents served are properly served on all parties at my office. I just got back into the office from an out-of-country vacation, and saw your service e-mail below. It was only addressed to me, and not to all primary and secondary e-mail addresses of record for my office in this action. Also, I will be reviewing the filed Petition for Discharge, final acCounting, and Petition for Payment of Fees with Thomas, and I expect I will shortly be filing an objection to the final Petition for Fees filed on behalf of your office and on behalf of Ms. Savitt. At the hearing which led to Ms. Savitt's appointment as Curator, it was espoused by you and Ms. Savitt that it Would be a cost?saving measure to continue having you represent the estate as Curator, and to have the Curator continue billing hourly. I don't know how that has now led to a Petition for payment of a blanket statutory "fee" in excess of $55,000.00 at the very back?end of this case. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574?0770 Broward (561) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE Ce message et toutes les pieces jointes (ci-apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement' l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Tuesday, September 03, 2013 12:19 AM To: Christopher Salivar; whodawatda@hotmail.com; schamber561@cox.net; kosterbuhr1@cox.net Cc: 'Betsy Savitt'; 'Randee Parrish' Subject: In re estate of O'Grady - Notice of Final Accounting of Curator and Petition for Discharge Court Palm Beach County Circuit Court Case Number Case Style Estate of Helen O'Grady Document(s) Served Notice of Final Accounting of Curator and Petition for Discharge. Sender's Name Sheri L. Hazeltine, Esquire Sender's Telephone 561-243-4655 Sincerely, . Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 866 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (561) 243-4655 office; (561) 243-6933 fax sheri@haze1tine1aw.com Christopher Salivar From: Sheri L. Hazeltine [sheri@hazeitinelaw.com] Sent: Tuesday, September 03, 2013 2:31 PM To: Christ0pher Salivar Cc: Randee Parrish Subject: Re: In re estate of O'Grady - Notice of Final Accounting of Curator and Petition for Discharge Dear ChrisJ Thank you for your message. I apologize if not all staff in your office were copied with the documents we recently filed. I see you had even listed your receptionist as needing a copy! We will make sure we send copies to your staff in the future. As for our requested fees, we have never represented to the court or any party that we entered into an agreement with you or Mr. Thomas Mayes or any other party to charge an hourly fee for our services in the probate case. I think you must be confusing this with the guardianship case. I believe you are wrong about the fees, and instead Ms. Savitt has saved the estate considerable fees. I think all parties should work quickly to close the probate estate now so that more fees are not incurred by anyone. Thank you in advance, Sheri L. Hazeltine, Esq. 800 Palm Trail Plaza, Ste. 3 Delray Beach, FL 33483 Sent from my iPhone On Sep 3, 2013, at 1:25 PM, Christopher Salivar wrote: Sheri, Please ensure that any documents served are properly served on all parties at my office. just got back into the office from an out-of?country vacation, and saw your service e-mail below. It was only addressed to me, and not to all primary and secondary e?mail addresses of record for my office in this action. Also, I will be reviewing the filed'Petition for Discharge, final accounting, and Petition for Payment of Fees with Thomas,-and I expect I will shortly be filing an objection to the final Petition for Fees filed on behalf of your office and on behalf of Ms. Savitt. At the hearing which led to Ms. Savitt's appointment as Curator, it was espoused by you and Ms. Savitt that it would be a cost-saving measure to continue having you represent the estate as Curator, and to have the Curator continue billing hourly. I don't know how that has now led to a Petition for payment of a blanket statutory "fee" in excess of $55,000.00 at the very back-end of this case. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A.I 101 Plaza Real South Suite 218 Boca Raton, FL 33432 I 3 F'i??lt'ff? (561) 347-6767 Palm Beach (954) 574?0770 Broward (561) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible fOr delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in errdr, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALIIE - Ce message et toutes 1es pieces jointes (ci?apres 1e "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de 1e detruire et d'en avertir immediatement 1'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Tuesday, September 03, 2013 12:19 AM To: Christopher Salivar; whodawatda@hotmail.com; schamber561@cox.net; kosterbuhr1@cox.net Cc: 'Betsy Savitt'; 'Randee Parrish' Subject: In re estate of O'Grady - Notice of Final Accounting of Curator and Petition for Discharge - Court Palm Beach County Circuit Court Case Number Case Style Document(s) Served Notice of Final Accounting of Curator and Petition for Discharge. Sender's Name Estate of Helen O'Grady Sheri L. Hazeltine, Esquire Sender's Telephone Christopher Salivar From: Christopher Salivar" Sent: Wednesday. September 04, 2013 1:08 PM To: 'Sheri L. Hazeltine' Co: Andrew M. Schwartz; Christopher Salivar; Randi Scheibiich; Christine Parrott Subject: RE: In re estate of Helen O'Grady - closing estate Dear Sheri, In response to your e-mail below, my office correSponded with Daniel through Clark Skatoff prior to its discharge, asking Daniel to voluntarily turn over the property by September 15, 2913, indicating that if he did not, I would move forward seeking an Order from the Court directing him to turn over the parcel (as it is estate property and he has no legally cognizable interest in it other than his interest in the proceeds which its sale will bring to the estate). I then forwarded this to him directly via e-mail after Clark Skatoff's discharge, and also asked him to notify me if he still wants to buy the property for $190k. Per my e-mails, if he contacts me by Friday of this week, I'll prepare a Petition for.Entry of Order-approving sale to Daniel Mayes for $190k, and if he does not I'll begin formal action to obtain entry of an Order directing him to immediately relinquish possession of the property to Tom as P.R. of the Estate. Also, we are in the process of obtaining a CPA to review the accountings prepared to date, and to prepare a final accounting for the estate which will be filed along with Tom's Petition for Discharge after the home has been sold, all necessary taxes have been paid, and all final distributions have been made. As to what your office can do to assist this, I would request that the funds taken from the estate's accounts to be held in "trust" be returned until such time as a Court Order is entered authorizing any further payment to any party for fees, costs, etc. I'm not sure why this was done, but it is unreasonable to take $36,668.86 from the estate's accounts and leave it with no liquid assets to address any incidental expenses of administration, particularly where Tom had prior discussions with Ms. Savitt regarding the preliminary distributions that have been made and at no time was any discussion ever held which addressed Ms. Savitt's and your office's intent to remove this sum. Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347?6767 Palm Beach (954) 574-6776 Broward (561) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. 1 NOTE DE CONFIDENTIALITE Ce message et toutes les pieces jointes (ci?apres le "message") sent etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas dFassurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Saturday, August 31, 2613 8:15 AM To: Christopher Salivar Subject: In re estate of Helen O'Grady - closing estate Dear Chris, Please inform me of what you and your client have been doing to close Mrs. O'Grady's estate since Mr. Mayes was appointed as the personal representative. For example, I was recently informed your client or your office may have issued . correspondence to Mr. Dan Mayes concerning leaving the homestead property. Please provide a copy of these and any other documents sent out since July 11th regarding the estate to me immediately. Finally, while the curator's accounting has now been filed and we are working towards her discharge, until she is discharged by order of the court the Curator has concurrent authority with Thomas Mayes and must be kept informed of everything he and your office are doing to close the estate. See July 11th order issued by Judge Garrison: "Until the Curator is discharged by order of the court, the Personal Representative and the Curator shall have concurrent authority over the assets of the estate." Mrs. O'Grady's estate should be closed very quickly now and we will help however we can. Thank you in advance far your courtesy, Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 806 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (561) 243-4655 office; (561) 243-5933 fax sheri@hazeltinelaw.com The information in this email is intended for the confidential use of the addressees only. The information is subject to the attorney-client privilege and/or may be attorney work product. Recipients should not file copies of this email with publicly accessible records. If you are not an addressee or an authorized agent responsible for delivering this email to a designated addressee, you have received this email in error, and any further review, diseemination, distribution, copying or forwarding of this email is strictly prohibited. If 2 Christopher Salivar From: Christopher Salivar Sent: Tuesday. September 03,2013 1:26 PM To: 'ShedlmliazeMne' Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parroti Subject: RE: In re estate of O'Grady - Notice of Final Accounting of Curator. and Petition for Discharge Sheri, Please ensure that any documents served are properly served on all parties at my office. I just got back into the office from an out?of-country vacation, and saw your service e-mail below. It was only addressed to me, and not to all primary and secondary e-mail addresses of record for my office in this action. Also, I will be reviewing the filed Petition for Discharge, final accounting, and Petition for Payment of Fees with Thomas, and I expect I will shortly be filing an objection to the final Petition for Fees filed on behalf of your office and on behalf of Ms. Savitt. At the hearing which led to Ms. Savitt's appointment as Curator, it was espoused by you and Ms. Savitt that it would be a cost-saving measure to continue having you represent the estate as Curator, and to have the Curator continue billing hourly. I don't know how that has now led to a Petition for payment of a blanket statutory "fee" in excess of $55,000.00 at the very back?end of this case. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Pa1m Beach (954) 574?0770 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or cepying of this communication is strictly prohibited. If you have received this communication in error, pleaSe notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message at toutes les pieces jointes (ci-apres le "message") sont etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de 1e detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d?assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. From: Sheri L. Hazeltine Sent: Tuesday, September 63, 2913 12:19 AM To: Christopher Salivar; whodawatda@hotmail.com; schambers?i?cox.net; kosterbuhri?cox.net Cc: 'Betsy Savitt'; 'Randee Parrish' Subject: In re estate of O'Grady - Notice of Final Accounting of Curator and Petition for Discharge Court Palm Beach County Circuit Court Case Number Case Style Estate of Helen O'Grady Document(s) Served Notice of Final Accounting of Curator and Petition for Discharge. Sender?s Name Sheri L. Hazeltine, Esquire Sender?s Telephone 561?243-4655 Sincerely, Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 866 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (561) 243-4655 office; (561) 243-6933 fax Sheri@hazeltine1aw.com The information in this email is intended for the confidential use of the addressees only. The information is subject to the attorney-client privilege and/or may be attorney work product. Recipients should not file copies of this email with publicly accessible records. 2 EXHIBIT ?1 1? Christopher Salivar From: Sheri L. Hazeltine [sheri@hazeltinelaw.com] Sent: Tuesday, August 06, 2013 2:20 PM To: Christopher Salivar Cc: randee@hazeltinelaw.com Subject: RE: NOTICE OF SERVICE OF COURT DOCUMENT - ESTATE OF HELEN hnpo?ance: Dear Chris, Thank you for your email. As you know, Betsy has been out of the country and has been unable to work on the final accounting (ordered on July 11th) during her vacation. She just returned on Monday and asked me to help in obtaining an extension of time as it is not ready yet. We are also dealing with an accountant who is very busy and frankly he does not have it ready yet. We are asking your courtesy on this, as when this was set for 20 days (on July 11th) I don't think anyone took into account the fact she was going to be gone and out of the country in Costa Rica. It was certainly not a realistic time-frame. As for her taking any actions without your client's knowledge, I do not believe she is doing anything without talking to Tom first and making sure he is in agreement. Perhaps we shou1d set a time for a teleconference between our respective clients so we can straighten out any miscommunications. I am happy to participate in a conference with you and your client in the interests of ironing out any miscommunications and coming to agreement with an action plan, etc. Let me know your availability for this. Thank you in advance for your courtesy, Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 800 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (551) 243-4655 office; (561) 243-5933 fax sheri@hazeltine1aw.com Connect with us on FACEBOOK An elder law attorney and mom of a 'differently-abled' child. Providing caring legal services and support to families with members with special needs. Guardianship for the elderly, developmentally disabled, the mentally incapacitated, guardianship litigation, special needs trusts, and estate planning needs. The information in this email is intended for the confidential use of the addressees only. The information is subject to the attorney-client privilege and/or may be attorney work product. Recipients should not file copies of this email with publicly aCcessible records. If you are not an addressee or an authorized agent responsible for delivering this email to a designated addressee, you have received this email in error, and any further review, diseemination, distribution, copying or forwarding of this email is strictly prohibited. If you have received this email in error, please notify us immediately at (561) 243-4655 or send an email message to the sender. From: Christopher Salivar [mailtozcs@amslaw.biz] Sent: Tuesday, August 66, 2013 2:13 PM To: 'Randee Parrish'; 'Sheri L. Hazeltine'; info@haze1tinelaw.com Cc: Andrew M. Schwartz; Christopher Salivar3-Randi Scheiblich; Christine Parrott Subject: RE: NOTICE OF SERVICE OF COURT DOCUMENT - ESTATE OF HELEN Dear Ms. Hazeltine, lelFl? I have an issue with a hearing being set.less than 48 hours away on a Motion that was just served upon me, and which addresses the'filing of your client's Petition for Discharge (which should have been filed almost a week ago)._ Back on the 11th, I specifically asked you and Betsy what additional time was needed for the filing of Betsy's petition for discharge, and it was only with your agreement that I put 26 days as the time frame in the Order which Judge Garrison approved. I would have gladly entertained another ten days if that was necessary (since no one ever mentioned that Betsy was going to leave the country for 2 week without any advanced notice). However, I certainly cannot entertain an extension up through September Particularly where Ms. Savitt is presently taking action in connection with estate/guardianship assets without a) letting my client know, and b) informing my client. Tom is the P.R. for the estate. By the Court's 7/11/13 Order he and Betsy have JOINT authority over the estate assets until the time Betsy's petition for discharge is approved by the Court. It appears that even though Tom is presently trying to talk to Betsy about what to do with the estate assets as of late, Betsy is telling Tom one thing and then doing another. THIS HAS TO STOP. Both Tom and Betsy have joint authority over, and responsibility for, the estate assets. As such, Betsy cannot take unilateral action without first discussing it with Tom and obtaining Tom's agreement. Her actions become even more troubling when I've been asking for an updated accounting for nearly a month now, and I still don't have one. What is the hold up with the updated accounting? Tom has been P.R. for almost a month now, and I can't get a simple update from Betsy as to what the state of the estate assets were when he was appointed on July 11, 2613. And why did Betsy have a meeting with Michael Shapiro recently without a) letting Tom know that the meeting was taking place, and b) wherein she told Michael Shapiro that Tom was "unavailable" for the meeting? Tom was recently informed of this by Michael Shapiro's office, and I can't for the life of me figure out why she would feed misinformation to anyone about Tom's ability to actually attend meetings which address the handling of estate assets. The way things are presently being handled is starting to give me serious concern about how this estate will ultimately be wound up, and what additional liabilities Betsy's unilateral actions may ultimately trigger. Lastly, I'm clearly objecting to any request for an extension of time up through 9/15/13 for the filing of Betsy's petition for discharge. Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-9776 Broward (561) 347?6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message at toutes les pieces jointes (ci-apres 1e "message") sent etablis a l'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de la detruire et d'en avertir immediatement 1'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d?asSurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou i1 aurait ete modifie. From: Randee Parrish Sent: Tuesday, August as, 2613 1:27 PM To: Andrew M. Schwartz; Christopher Salivar; Christine Parrott; Randi Scheiblich; 'Jordan Hammer'; jskatoff@clarkskatoff.com; service@clarkskatoff.com; Susan Perini; 'Jami Huber'; 'Admin'; 'Stephen M. chambers'; kosterbuhr1@cox.net Cc: 'Sheri L. Hazeltine' Subject: NOTICE OF SERVICE OF COURT DOCUMENT ESTATE OF HELEN Court Palm Beach County Circuit Court, Judge Garrison Case Number Case Style Estate of Helen O'Grady Document(s) Served NOTICE OF HEARING AND AMENDED MOTION FOR EXTENSION OF TIME TO FILE FINAL ACCOUNTING BY THE CURATOR ELIZABETH SAVITT Sender's Name Sheri L. Hazeltine, Esquire Sender's Telephone 561-243-4655 Salivar From: Sheri L. Hazeltine [sheri@hazeltinelaw.com] Sent: Friday, July 26. 2013 10:56 AM To: ChristOpher Salivar cc: Christine Parrott; 'Randee Parrish' Subject: RE: In re Helen M. O'Grady Dear Chris, Thank you for your email. As you know, Ms. Savitt is out of the country now on her trip and I am unable to contact her just yet. I will let you know just as soon as I speak with her. Please be assured any confusion regarding the new roles between the joint PRs can be worked out. As you know this is a relatively new situation, and I am not sure Ms. Savitt was even aware Thomas disagreed with any action she may have discussed with him or takEn. I am glad you brought this to my attention and I am sure in the future we will take extra precaution to ensure both your client and mine, plus their attorneys, are all on the same page before any action is taken to liquidate or make disbursements, etc. Finally, please convey to me Thomas Mayes' proposal regarding a final distribution of the assets to the beneficiaries. Sincerely, Sheri L. Hazeltine, Esq. Sheri L. Hazeltine Associates, P.A. 800 Palm Trail Plaza, suite 3 Delray Beach, Florida 33483 (561) 243-4655 office; (561) 243-6933 fax sheri@hazeltinelaw.com Connect with us on FACEBOOK An elder law attOrney and mom of a 'differently-abled' child. Providing caring legal services and support to families with members with special needs. Guardianship for the elderly, developmentally disabled, the mentally incapacitated, guardianship litigation, special needs trusts, and estate planning needs. The information in this email is intended for the confidential use of the addressees only. The information is subject to the attorney-client privilege and/or may be attorney work product. Recipients should not file copies of this email with publicly accessible records. If you are not an addressee or an authorized agent responsible for delivering this email to a designated addressee, you have received this email in error, and any_further review, diseemination, distribution, copying or forwarding of this email is strictly prohibited. If you have received this email in error, please notify us immediately at (561) 243?4655 or send an email message to the sender. From: Christopher Salivar Sent: Friday, July 26, 2613 10:15 AM To: 'Sheri L. Hazeltine'; info@hazeltinelaw.com Cc: Andrew M. Schwartz; Christopher Salivar; Randi Scheiblich; Christine Parrott Subject: re: In re HElen M. O'Grady Dear Sheri, I?m meeting with my client, Tom, in my office now, and have been made privy to some odd and somewhat puzzling information. As Tom has now been appointed P.R. for the estate, and as by Order of the Court he and Betsy have JOINT authority over the assets of the estate, I expect that Tom will be notified of any proposed action on Betsy?s part prior to same being taken, NOT AFTER . Tom has informed me that Ms. Savitt has decided to transfer all of the Kraft, Mondaliz, and Altria stock to an account with Morgan Stanley, yet this was not told to Tom until AFTER Ms. Savitt had this set in motion. Additionally, Ms. Savitt has told Tom of her plans to make an imminent equal distribution to all of the beneficiaries without the beneficiaries first agreeing upon the issue of whether or not Daniel intends to take the O?Grady residence as an in?kind distribution valued at $190k. This kind of unilateral action cannot work, and cannot be tolerated, when two parties have been vested with authority over the assets of the estate. Though it might mean that actions take one or two more phone calls before being performed, I expect that Ms. Savitt or you will either a) call Tom, or b) call my office, in regards to future planned actions pertaining to the assets of the Estate. Since we are nearing the end of the administration of this estate, I would like for things to run smoothly, rather than having new waves come in and ?rock the boat? so to speak. Please call me when you can to discuss this issue. 2 WHH Sincerely, Christopher S. Salivar, Esq. Andrew M. Schwartz, P.A. 101 Plaza Real South Suite 218 Boca Raton, FL 33432 (561) 347-6767 Palm Beach (954) 574-0770 Broward (561) 347-6768 Fax cs@amslaw.biz CONFIDENTIALITY NOTICE - The information contained in this message and any accompanying documents may be privileged and confidential and protected from disclosure. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to the message and deleting it from your computer. Thank you. NOTE DE CONFIDENTIALITE - Ce message et toutes les pieces jointes (ci?apres 1e "message") sont etablis a 1'intention exclusive de ses destinataires et sont confidentiels. Si vous recevez ce message par erreur, merci de le detruire et d'en avertir immediatement l'expediteur. Toute utilisation de ce message non conforme a sa destination, toute diffusion ou toute publication, totale ou partielle, est interdite, sauf autorisation expresse. L'internet ne permettant pas d'assurer l'integrite de ce message, Ubiqus (et ses filiales) decline(nt) toute responsabilite au titre de ce message, dans l'hypothese ou il aurait ete modifie. No virus found in this incoming message. Checked by AVG - Version: 9.0.932 Virus Database: 3204.1.1/6016 - Release Date: 07/26/13 02:34:00 131] EXHIBIT ?12? SIN corm? 01-? JUDIEIAL CIRCUIT mmnroa PALM INK-E: twat-ND; SE tag; ?mamas M. db f?rThomas' Mayesgfj'? ?i'mi?e?lj, $3432f?: '1 "s Manna,- ?62931?! 3" . . . thatfa?j?ihall??muntin liz?tha Gang-1m Emfdr-afih?a??ai?nf??l?m .i'tl'im??i? ?l?-With diam ma. set! auuintmf?d.Emmam?ibhw a I I. e, m: mam-:- . "Emit I I?'v??it?kgra?d ab n??w magmas. WW .. Thaw lawn-E: was; 11. Hamil putthi a?maadm'?sesbg Shari?h'Haz?l -- .- 7201.3; . 5' 7? - .a time; .attomquf?r thaw 3110;me new 33,483 2436933: IN OF THE JUDICIALCIRGUIT FOR BALM ELORIDA- IN RE: ESTATE- OF- HELEN 016mm; FQR. THRQUGH August 212, 2613-; DI The Emma lag-to gquai?l-alL-Ihterestecl that {isms- gun-mythepmiiad-ewmd nan-hand; .ff'?nnhi?th cs?f-?a SEIMMEsht-?und Shhoduld?showihg?nll lepfa,? 'Whi?h ihi?'aq??y??ng mommy, paw-M, Emma? q?aatians-ahbuldlii: In Undurpenal?es p,an that-.1 qhd=pxnmi?c?1hi?i m0 un?n?s: and-ma?qu raoh?-?cl-?s?ms ?mp?rtr Eff-l rad?g deceased?nm Ap?l? Hi?bumcmw? mags-Mm?. 2m Sigma Mam}? Ishe?i?hazci?hejawmm mm 33:133.. 3531mm '212?21'32a?55: Faiu" am k'y? I City. EDi?shum'?m?nts; Schedule signs-taint; Auguszt??gz?lf?g Name's. Et?tzahc?dffSavI?tE; For: thc. period 0410-13123"through {1322313, aw- mie 1 the- emh 951119 the! fun wetndeyositedz. . . m1 Wa'S'Iprep'awd 13? 6mm mange: Repgr?ng Parka, p?vm-Sie. 405', Ftuhlbaudatdal?, Florida. 3339211. . .?nd?x:penal??sgs?ip?rju?h bane-Had examined: the. fzici's .a'n'd {?gmme?ffarih the Sqmm?mgniand; SchaduIm-aamuu?; to tli?: baa-st. bf?m?knowledgg __an'd un'dgt?a?i?tri?s. a? qqmtale'we "Hwy?"f thaw-a? 9f Qf?md?-dm??da?om April? 1,2013 'mmn?gh- Aug?is? 221a: 3m- . . ESiEnedian Augung Bum -. - f?i Biizhbe?z-S?uim Elbd-dg?ar .g?m-Pam-mihmm?xmz 991mg .Idlephonat??-l 1 253311355 Munila? Qmjagfaz?gaa ilf?rm-Hm mozazsmaa ors: 5 WHEN IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: ESTATE OF PROBATE DIVISION CASE NO. HELEN M. THOMAS H. MAYES, Petitioner/Counter-Respondent, V. RONALD O. MAYES, Respondent/CGunter?Petitioner, and DANIEL MAYES, Respondent. i? SUPPLEMENT TO FINAL ACCOUNTING OF CURATOR From: AUGUST 22, 2013, Through: OCTOBER 28, 2013 The purpose of the attached supplement to the ?nal accounting is to acquaint all interested persons with the transactions that have occurred since the ?ling of the ?nal accounting, and the assets that remain on hand. It is important that this supplement be carefully examined. Requests for additional information and any questions should be addressed to the curator or the attorneys for the curator, the names and addresses of whom are set forth below. Under penalties of perjury, the undersigned curator declares that have read and examined this accounting and that the facts and ?gures set forth in the attached are true, to the best of my knowledge and belief, and that it is a complete report of all cash and property transactions and of all receipts and disbursements by me as curator of the estate of Helen O?Grady, deceased, from August 22, 2013 through October 28, 2013. Dated this 23 day of October, 2013. Attorney for the Curator: Curator: . - ?H?l 'r . (f (77/ ?ax Ellen S. Morris, Esq. Elizabeth B.?Savitt Attorney for Elizabeth B. Savitt 4101 Satin Leaf Court Florida Bar No. 850306 Delray Beach, FL 33445 ELDER LAW ASSOCIATES PA 7284 W. Palmetto Park Road, Suite 101 Boca Raton, Florida 33433 Telephone: (561) 750-3850 Fax: (561) 750-4069 E?mail: Secondary E?mai]: lrubintulelderlawassociatescom . . - a? @s I 114 me CIRCUIT CDURT 01: THE 11' marl? g} "vi :1 l-E?i? IN RE: THE ESTATE or- 9mm;- piuisim 1 ?1 1 in; i HELEN nut-mad. I I THOMASH.MAYES . The Hunmihle J'u?gu Edward: if? s; wing . 533%? I. V. MEI .Q .. we! 3?2: "4 RGNALD 0. HAYES, and DANIEL HAYES. Reapondmt. i an: 15 131i a m. a THIS CAUSE, having came in be mnsi-dtmd bci'mnt ?this: Cam mm Gumbel"! 1. 10H the Pc?tition for Discharge of Curamr and 111:: Penanal E?presenmiw??u Objection to 5am: and the Court having heard the argument. the parties and being duly advimd in IT IS rmammow ORDERED AND am'ummas Mom: Elimbeth Savitl is h?eby discharged as Curatm" f5: 'ihc estate {If [Helen M. *Ll?fjradm; and - is relieved 01? all authority to: act on behalfu?'the mm?: of Helium '72} TheICuun hereby renames jurisdiction mm (Sur?ng: mu.- mm?: or II inf' the Cummr?s Final Accaunting, Mdimss: 1hr: lPegrssonal [gleaming Pgtitinn for Ra?m'?l audit and I?gti?nnIfhr: Hmur?y 53 Cum which. the Gunilla; wit-swat?? iQ'Ilh? 0151197: ?317 ?1131in *?mgnt?k?tIIm mkgm? i 1] j1 ?lgig?li?l? kl? ,l iilfMul?lw I i1"! 1 I (Imam is memc?by' ,bmathggammg ?l??l?dmg Hi?: I nu *ih'pld by 551ler in?amum?? 1:71:54; W?hmfri?3-50 mm . Mean-13:13:: gum pmwn?' I imam Wirincfimummr 11m ?E?E'?b?llm dwi?mww . . WIN ?ill?; 1 . 1? 1 1" ?Hi' 593 I. 91'? {fat '3uIll" i'?11 HIV.I: rl?H- ?wi' 11? . I H?In.? La 1. II ?lm-MaiaEdward (minimum: I - 51?OLIR LanguageMMHIHL ng!? . alu?hg?tjr', . ?i ?3"le I new sci-mm, Andrew M. Schwartz, :01 Plaza Rm: Seam, Sui . 2132* am. Ramm?fl?rida 33432 (Counsel for Piaintiff) (1x; . I3quHi {at}me fur ?ame! Hayes}, 7009 W. Palmetm Park Rd..,.ISuil Ramon, FL 33433 [dbexzkerg?f?gaotmm] - :1 i I fir Esq. (fame-r mama! rm Curamr, Elizabeth 332419800 Palm Trai Etc?tray Bcach, Fiarida 33483 . . if: ?aigmauml fur J. Chambem}, 33:131.} 334m buianiiaw-mml 3M m1.- Mamawsa Derby; Kansas 61037 . Darby, Kansas 6m}? u: Sat-in) 1234 w. I CERTIFICATE OF SERVLCE I hereby certify that a copy of the foregoing was served by e-mail on this 27? day of October, 2013, to Andrew M. Schwartz, Esq. and Christopher S. Salivar, Esq., Andrew M. Schwartz, P.A., 10] Plaza Real South, Suite 218, Boca Raton, FL 33432; David M. Beckerman, Esq., David M. Beckerman, P.A., 7000 W. Palmetto Park Road, Suite 500, Boca Raton, FL 33433-3424; Robert W. Tribuiani, Esq., Tribuiani Law Firm, 3300 PGA Blvd, Suite 520, Palm Beach Gardens, FL 33410; and Ms. Kathleen M. Osterbuhr, 1300 Cresthill, Derby, KS 67037. f? Ellen S. Morris, Esq. Florida Bar No. 850306 Guardianship account at Wells Fargo SERVICE FEE REVERSAL $5.00 SERVICE FEE REVERSAL $5.00 1055 Florida Storage SERVICE FE 1054 Tax accountant SERVICE FEE Estate account at Wells Fargo INTERNA DIV 0.1400 130930 KFT1400358011 1 10/25/13 KRF140035801 1 1 FOODS COMM DIV 0.5250 1310]] KRF14003582710 SERVICE FEE REVERSAL INTERNA DIV 0.1400 130930 KFT140035801 1 1 ALTRIA GROUP INC DC01DD1310131010 ELIZABETH SAVITT CURAT SERVICE FEE $159.70 $75.79 $149.70 $5.00 $225.49 $320.00 $230.49 $5.00 $550.49 $275.10 $5.25 $273.53 $7.00 $4.58 $1,152.00 $7.00 $2,801.65 $2,796.40 $2,522.87 $2,515.87 $2,511.29 $1,359.29 In addition the taxes were paid from the trust account held at Sheri Hazeltine 3510,0000 less $2,670.00 Held in Curator trust Morgan Stanley Dividend from Phillip Morris 501.58 Kraft Mondelez Altria TOTAL 292 830.39 Total $7,330.00 $20,000 .00 $48,263.72 $29,512.98 $96,455.24 $88,032.00 I - fage l-Iin'l' M?'?ncsgaugyjt {Patcnli'c??iifdl'ii?umba'r su?ums'mn Bowman: 'O?itia'li @6326 Page-2H3? . manna-Tam I I. aim? 5M9: LEAF -- -- -- - - -i -- - '?manmgmaariesaa .J -. . .5 A 35135 tiara-3' idmi?hakmg; am;- Jul??lg?'?f .5150. 505325;.2: i1 313?: 3.5.1? I manager'n'vll 31?: i?gsai Sh'uarar'?ggt gang; use-tadnr- 'a'rwse Fm wits ?aw: eisr??isii?e . . Flln? fan-ear ?bril? .2512: 232011.; . :Imn?aygmanmam 55mm $95.74; . 59am: .3 8mm $91 ii :tmaismgmerymaa I I I 1 mmwuas mas htzilanua?rmtraacn mac; .Ir" '4 2&3? I 2011' I - valui?? 3193551 I 51:05.59; 23-25mm gamma .I- I Tammi-Skim I II I .. . I 591319 I as?? I 33.1.7.5- Ema-3 imam-Ind margin 5259;; 3125-4; T?tiha?it sagas--. ..--. . .1 . ?lm-Em; :Il 5 CLIENT STATEMENT For the Period July 1-31. 2013 5. at . as. BETSY SAVITT GUA FOR HELEN 4101 SATIN LEAF CT DELRAY BEACH FL 33445-1259 Your Brand: 595 $0 FEDERAL HWY STE 400 BOCA RATON. FL 33432 Telephone: 551-393-2000 Alt. Phone: 800-327-0144 Fax: 561-393-6250 Access your' accounts online Meagan Stanley Smith Barney LLC. Member SIPC. Morgan Stanley - .gnw .-....5. TOTAL VALUE LAST PERIOD (as 016130113) arr-har- . . $951,124.13 NET CREDITSIDEBITSITRANSFERS (213,704.55) CHANGE IN VALUE 34,793.84 TOTAL VALUE OF YOUR 7:31:13) $772,213.42 (Tomi Values Include accrued in?erestl Your Financial Advise:- Michael Shapiro Senior Vice President 561 393-2042 Morgan Stanley CLIENT STATEMENT Forthe Period July 1-31. 2013 Page 2 of 12 Consolidated summary, OVERVIEW OF YOUR ACCOUNTS Hmong: naiy whole dailat mount an: displayed balm. both Wars and cents am used calculah all totals. Manua?y summing the indiuidml line items may not aqua! the animal lntal displayed. Reta to Annual sums fnrdelaiis. m'naanm unmanned an?lahe Funds Wigwam: EndingValue Income] Gawaoss) . ., - I mm] m?latue l5 TOIAL MOUNTS $951,124 ?213.104! $34,193 $112.21: $9,130 530.806 Personal Mount: 951.124 (213.704) 34.793 772.213 9.180 -- 5 BETSYSAVIIT WTOR .. . -- mt: -. Total $351,124 . ?213.104! $34,793 $111213 $9.180 - - - - . fey. com/cummnutmsn' to understand the - nus mm may Include assets [acid In bmkerage andlor advm accounts. and ma]: mcIude assets not held here. Visa-hilme . differences between bmlmage and adrim accounts. Refer to individual Account Sammy and emanded D'sclosures for addihmal mus account had no and held mass-ts misperiod. so a statement hasnotbeea inducted f. . F'x CLIENT STATEMENT I For the Pedod July 1-31. 2013 'Corisolid?tedi'Sutm m?ry CHANGE IN VALUE OF YOUR ACCOUNTS ummw This Period This Year (7111134131113) Il?ll3-713U13) TOTAL BEGINNING VALUE $951,124.13 $1,217,663.78 Ctedits 1 295.45 3,886.35 Debits (21 5,000.00) (570,436.68) Security Transfers Net CreditSIDebilsrl'l'ansfers $213,704.55) $666,550.33) Change in Value 34,793.84 121,099.97 TOTAL ENDING VALUE $772,213.42 $772,213.42 Net Credits I Debits indude investment advisory fees as applicable. see Activity Section for details. ALLOCATION OF HOLDINGS Stocks I - . This allocation represents holdings on a trade date basis and the mected settled balances for CashiDeposits/MMF. These ciassr?cabons are not forsuitabiirty mimosa you may receive. Morgan Stanley A Page 3 of 12 CHANGE IN VALUE OVER TIME This graph compam the total value of your accountto the net amount invested. Net investment is the total amount invested minus the total amount withdrawn. 1,500.00 a 1: a 1,100.MAY 2012 JUN 2012 SEP 2012 DEC 2012 MAR 2013 JUN 2013 JUL 2013 Total Market Value Net invested Capitai Since 0931/12 This mum may not include transactions for investments in Annuities ?when Morgan Shale)! Smith Barney LLC is not the custodian. This may affect the reported Net Invested (Epitai. lfwe are not the custodian there may aisa be a deiay in the reporting ofyow Market Value. Market Value Percentaa at. Cash. Deposits, $11,240.48 1.5 760,972.94 98.5 TOTAL VALUE 3172.33.42 100.0% 1 pp?; Mes am and Bank Deposits are eligible for FDIC insunnce but are not covered by SIPC. Cash and securities (Wading Mitt-'5) are efigtble for SP6 coverage. See Expanded Disclosures. cousoumrso 000m nmamrm swarm 111051 Busmass sum :Emwms ?mums mums mums AWOUNIS . CLIENT STATEMENT I the Pedad July 1-31. 2013 Morgan Stanley Page BALANCE SHEET [mm lamest] CASH FLOW Last Period This Period This Period This (as W13) (38 at 731113) (111113-7131! Cash, Deposits. Money Market Funds $15,528.13 $11,240.48 OPENING CASH, DEPOSITS. MMFS $15,528.13 $1?.247.78 Stocks 935-49590 760-97234 Sales and Redemptions 200.136.31 533.11.25.51 Total Assets 5951-124? 3772-21342 Income 9 180.59 30 606 42 There are no ?abilities for these assauncs. Total Investment Related Naivity $209.316.90 $564,543.03 Total-Liabilities (outstanding balance) Checks maul 1 295 45 3 88635 TOTAL VALUE $951,124.13 $772,213.42 Emmi: Tamra?Debits <21 5.000.001 (570,436.63) Total Cash Related Activity $(213.704.55) $565,550.33) Debit Cat'd Advances -- -- Checks Written Automated Payments Total CardICheck Activity CLOSING CASH, DEPOSITS. MMFs $11,240.48 $11,240.48 I W.- . "i MorganStanley . CLIENT STATEMENT For the Period July 1-31, 2013 Page 5 of 12 CHANGE IN VALUE OVER TIME CHANGE IN VALUE OF YOUR ACCOUNTS Madonna-00d molest) This Period This Year This graph compares the total value of your account to the net amount invested. Net investment is the {7?1?13'7?31?13? ?Haas/31,13} total amount Med minus the total amount TOTAL BEGINNING VALUE $951,124.13 5121756338 _3 1.50090 Credits 1,295.45 3,885.35 Debits (215.000-001 (570,436.68) 3 ?mm Security Transfers Net?witslbehits?ramfm $t213.704.551 $565,550.333?39?? . ?121109937 MAY 2012 run 2012 see 2012 02: 2012 MAR 2013 JUN 2013? JUL 2013 TOTAL VALUE $772.213.42 $772,213.42 Total Market Value Net Invested Capital Since 05r3U12 This exhibit may not include transactions for investments in Annuities or wlrere Morgan Stanley Smith Barney LLC is not the custodian. Ibis may affect the reported Net Invested Capital. lfvre are not the custodian there may also be a delay in the repor'?ng ofyour Market Value. ALLOCATION OF HOLDINGS I Market Value Percentage Cash. Deposits. $1 1,240.48 1.5 35'1- 039093 MMFS Staci-is 760,972.94 98.5 TOTAL VALUE $772,213.42 100.0% Stacks . ts hold an a trade date beers and the preceded settled balances for Cashmethqu These dassr?eatme are not for purpeses . nus ?mum ruggsepply and Bank Deposits are eligible for FDIC insmanca but are not covered by Cash and sede ?ncluding MMFs) are for coverage. See Emanded you may receive. censor PERSON-IL REIIREMEN EDUCMION musrr Busrutss swuegtm mums mums mums Accoums CLIENT STATEMENT I For the Petiod July 1-31, 2013 . Basins-000mm Last Period This Period (:15 of 6130113) (as of 7131113) cash. Deposits, Money Market Funds $15,628.13 511240.48 Stocks 935,496.00 760,972.94 Toni Assets $951,124.13 $772,213.42 mm are no 1130111005 for this account. Total Liabilities (outstanding balance) TOTAL VALUE $951,124.13 $772,213.42 INCOME SUMMARY This Period This Year (71111371311131 (mus-71311131 Qualified Dividends $9,1 80.00 $30,600.00 Other Dividends Long Term Capital Gains Disttihutions lntetest 0.59 6.42 Other Irtcan'te Total Taxable Immune $9,150.59 530.61.15.42 .. lntetest Other Income Total Tax-Exempt lame TOTAL INCOME $9,130.59 $30,606.42 Tanbleandtaxexemptinwma seams: and not Ihqjaxabla status of the account. Morgan Stanley Page 6 of 12 361$? 51111111 000. son HELEN 063101 CASH FLOW This Period This Yea - (mm-71311131 aims-713mg 095mm; CASH, 0590503, muss $15,523.13 $13,247.73 Sales and Redunptions 200,136.31 533,936.61 Income 9,130.59 30,606.42 Total Investment Reta-ted Activity $209,316.90 $564,543.03 ?91563061031166 1,295.45 3,886.35 Electronic Tmr?dslbe??s ??Wi Total 63511 Related Activity 31213304551 $566,550.33 CLOSING CASH. 05905115, MMFs $11,240.43 $11,240.43 SUMMARY Unrealize- Rea?md This Fahd 85311220 This Year 111005111011 to 03: (mm-71311131 11111130511131 (as 01' 7.61113 10m 011116100351 -- Gamma) Sun-1mg infatuation is pmvided bar infolmatianaipmpuses any and should not be used for mmparartbn. This imputation may drama due 11:1 basis 33'an I Rafa :0 H10 Gain!!th him-113ml: in the Emmdad Em f0r . 5? Morgan Stanley CLIENT STATEMENT I For the Period July 1-31. 2013 Page7of 12 - - - - - Investment Objec?vesf: Capital Appreciation. Income. Aggressive Income. Speculation Brokerage Account 1* See the Expanded Disclosures for more information about investment objectives. Please review for accuracy and inform us ifyour investment objectives change. Howmcs This section reflects the impact of positions purchasedlsold on a trade date basis, and will include positions purchased and omit positions sold in the current month. Please see the ?Unsettled Purchases/Sales Activity? section for more information. The 'Marlret Vatud' and 'Unrealizad Gainllbassl' ?ems shown are representative values as of the last business day of the statement period incEcated, which may not re?ect the value that could actually be obtained in the market. See 'Pricing of Securities' in the Expanded Disclosures. Fired income securities are sorted by maturity or pro-refunding date. and alphabetically with'm date. Estimated annual income and estimated yield for certain securities can include return of principal or capital gains which could overstate such estimates. Estin'iated?eld and estimated some! in'oorno are estimates and the natural irioorne or yield any be lower or higher than the estimtes. Estimated 3'59? 0?31? the I'm 8931313196 by an investment it does not re?ect stranger: in its price. which any ?uctuate. Structured products appear in various statement product categories and are identi?ed as 'suucorred Products' in the Security Description column. Estimated accrued interest. estimated annual income and estimatedyield products with a contingent income feature larch as Range Accrual Notes or Contingent income Notes) assume speci?ed accrual conditions are met during the relevant observation period and Wt in full olall contra-merit intemst. llyou hold concurred products, please see '5pecial Considerations Regarding Structured Products' in the Disclosure: New freeway regulations require that we report on Form 1 099-8 alter the close of the tnxyear your adlustod cost basis and classify the gain or loss as either long-tom or short-term on the sale of covered securities acquired on or alter January I, 201 I. ihese regulations also require that we matte basis adjustments due to wash sales, certain omnorate actions and trans-triers in?ll or rhherltanm. which will he relieclcd on your {can 1039-8. (lost basis isreliectedm statements for inlorn'lotional purposes onlyandshotdd not he used in the preparation olyotrrinoomo taxretums. Please refer to the minded Disclosures additional CASH. DEPOSITS AND MONEY MARKET FUNDS Cosh Depositsandhmey monomer deployedon a ammonium Mower-or. Bene?ts may both setllodandunsettlodposiobns. Accrued interns-tench? lattice-mt. this mm 1i MORGAN Bh?tt Hit. it 51 1.243% . garcons? CASH. DEPOSITS AND MONEY MARKET FUNDS 155? ?1.249.413?! 3:3: Bank Deposits are held at either: Morgan Stanley Bank, ML. andlor Morgan Stanley Private Bank, National Association, af?l'tes of Morgan Stanley Smith Barney LLC, or Citibank, NJL. each a national bank and FDIC membcn Morgan Stanley CLIENT STATEMENT I For the Period July 1-31. 2013 12 Aacount D'etall . . I - ton-Hm" 96W. STOCKS COMMON STOCKS WStanIeyS-Co. Mmm?m?nss 0mm andrabm mde?nm?mm amuww. ?rde H3019. 2mm. autism. Plaasembrio?wm m?a?mmfam?umr, Hmmemmammatwmw wamqmmimmsamey. MorganStanley Um?md Desuigion Trade Data Guam Unison 1?0th mvgla Gunmen: ?193.31% PHILIP MORRIS INC (PM) - 0.533.000 Please ProvIde $150,972.94 m5 52991220 Share Price: 889.18%Mn Stantey: 1, 003mm 2, sap.- 1.- Next Dividend Payable 1012013 5 M0313 STOCKS 93.5% - mm - thrashed I Total Cost Market Value cm Lass; mm?mm new 05 TOTAL MARKET VALUE 100.0% 50.00 337221342 $0.00 LT 529013.20 3.75% . $0.00 TOTAL VALUE (includes accrued interest) . Unmafized Gainl?oss) totals only re?ect positions that have cost basis andlar market value infmtion available. Cash. MMF. Deposits and positions stating 'Please Pmida' are not Included. ACTIVITY INVESTMENT RELATED ACTIVITY PURCHASES, DIVIDEND REINVESTMENTS. SALES AND REDEMPTIONS Trade me mum comments Dmnutv pm 0mm; 115 333 Sold MORRIS INTL INC . FREFEREHTIAL RME 1.145.000 537.751? $100,045.35 - ADTED as AGENT . {22 ms Sold - PHILIP MDHRIs INTL "Inc FREFERENTIAL RATE . 1.122.000 895955/ 3.00.069.er ACTEDASAGENT TOTAL PURCHASES. DIVIDEND REINVESTMENTS. SALES - - $200,135.31 TOTAL SALES AND REDEMPTIONS - $200,135.31 purchase and Sale mamas above may have received an avenge price execution. Detaiis regarding the actual prices are ava?able upon request. I WI ?I?-wa 09m. CLIENT STATEMENT For the Period July 1-31. 2013 Morgan Stanley I Page 1-. n.t- DetaI-l. - "59? "?usufww ,2 - INVESTMENT RELATED ACTIVITY TAXABLE INCOME at; Tm Dug??m Guam ., 1:12 Quali?EcI Dividem PHILIP MORRIS INTL csi?gt?r 556 Interest mam-re MORGAN STANLEY BANK NJL (1'31 (Patina om Intent Emma Q28 IPetiOd aim-07:30) $1130.00 TOTAL INTEREST $0.59 CASH RELATED ACTIVITY CHECKS DEPOSITED ?ate wry Type Dauiptfan comma: . . nus Chad-c Deposit FUNDS RECEIVED TOTAL CHECKS OEPOSITED 51.29545 ELECTRONIC TRANSFERS Check disbursements from hand: of?ces are displayed as Hechnnic Dansfas. - Bate Adiv'rtj Type Dung-Jinn Emma: #119 Funds Ttanslmed WIRED FUNDS SENT BENE- HUBER PA TR ADCT Rummage}; ACCT: ?res madam: BRANCH CHECK PAID TO ANDREW SCHWARTZ TRUS (35.343030? ,7?129 Withdrawal BRANCH CHECK TO CLARK SKATOFF RA. IOT (summon); TOTAL ELECTRONICTRANSFERS . masseuse) TOTAL ELECTRONIC TRANSFERS-DBMS ?21 5,000.00) MONEY MARKET FUND (MMF) AND BANK DEPOSITS ACTIVITY om Activity Typo Duc?pthn mm: Tm mm Irrer BANK DEPOSIT PROGRAM ms mounts: Imam BANK DEPOSIT PROGRAM 9,150.00 H15 mm mm BANK DEPOSIT PROGRAM 139535 7122 mm Redemn PROGRAM TEE . Automatic mm BANK OEPOSTT PROGRAM 190,039.95 7/30 Automatic Inmment BANK DEPOSIT PROGRAM 0.3 i CLIENT STATEMENT I For the Period July 1-3-1. 2013 Morgan Stanley Page 10 of 12 Ti Basic BmY'SAv??rtUk?j MONEY MARKET FUND (MMF) AND BANK DEPOSITS ACTIVITY (CONTINUED) Oats TIE Darwinian mo Automatic Invesmtent BANK DEPOSIT PROGRAM ??ung? mo Autumtil: Redemption BANK DEPOSIT PROGRAM (1 15mm) NET ACTIVITY FOR PERIOD ?4.387.651 REALIZED DETAIL MISSING COST Date Date Sales Realized my?; in Quantity Proceeds Total Cost EIJMtoss} cum, I: PHILIP MORRIS INC Dhy?ila 1.145.0?0 nonmaas Please Provide urn 0712313 1013,03935 Plans: Provide MIA um cost This Period $200,136.31 tun urn Missing Cost Year to Date $533.936.61 NA NA Net Realized This Period $200,136.31 $0.00 50.00 Net Realized GaIMLuss) Year to Date 3533.936.? $0.00 50.00 New Treasury regulations require that we report your adjusted cost basis and classify the gain or loss as either {mg-term or short-term on the are of covered securities 3chth on or after January 1, 2011. These radiations also require tint we nan hair's adjustments due to wash sales, ail of the bait adjustments we mquirod to make for tax reporting purpose tax returns. Please refer to the Expanded Disclosures for additional information. COPIES OF THIS STATEMENT HAVE ALSO BEEN SENT TO: CLIIFORD HARK certain corporate actions and transfers by gift or inheritance, which will be re?ected on your Form 1099-8. This section may not re?ect s. The inionnation in this section is provided for informational purposes only and should not be usedin the preparation ofyour income CLIENT STATEMENT Forthe Period July1-3l.2013 The following Disclosures are applicable to the enclosed statementlS). For expanded Disclosures. reter to the Disclosures section in your last quarter-end statement (or your ?rst statement it you have not yet received a stateroom at quarter end). You can also access a copy of the expanded Disclosures by logging into and selecting Account Documents or by calling 800-869-3326. Questions? Questions regarding your account may be directed to your Financial Adviser or the Branch Manager for the branch office where you maintain your account. if you require further assistance. call Client Service at (800) 869-3326 or for account-related concerns call our Client Advocate at (366) 227-2256., Errors and Inquiries it ls your to reviewyour statement and to seek lmrnediate clari?cation about entries that you do not understand or believe were made in error by contacting the Branch Manager of the office where you maintain your account. Oral communications regarding any inaccuracy or discrepancy in this statement should be re-confinmd in writhtg to further protect your rights. including rights under the Securities investor Protection Act (SPA). Except as provided in your account documentation. your statement will be deemed correct unless we receivo your written inquiryof asuspected error within 10 cabndardaysfromthe day you receivedyoiustatement. See your account documentation for special rules regarding your rights and with respect to erroneous electronic fund transfers. Wing a description of the transfers covered. Availability of Free Credit Balances and Financial Statements Under the maternal protection rules or the SEC l1:r CPR ?240.15ca-2 tr we may use funds arising out of free credit balances carried for customer accounts. provided that these trade are payable to customers on demand. A ?nancial statementot this organization is available for your personal lnspecb'on at ltsoirrces. or a copy will be united to you upon your written request. Listed Options Information with respect to commissions and other charges related to the exposition of options transom has bean included in con?nnations of such trails-actions furnished to you and such iniorrnation will be made available to you at your request. advise us of any material change In your Investment abjedives or ?nancial situation. . Harlin Privileges [riot available for certain accounts such as lRAs or retirement accounts} I It you have margin prinleges. you may borrow honey from us if! exchange tor pledging assets in your accourds as collateral for any outstanding margin loan. The amount you may borrow is based on the value of the eligible securities in your margin accounts. If a security has eligible shares. the number of shares pledged as collateral will be indicated below the position. Retain Interest Charges We calculate Interest charges on margin loam as follows: (1) Multiply the applicable margin interest rate by the daily close of business net settled debit balance. and Divide by 360 (days). Marg?n interest accrues daily throughout the month and is added to your debit balance at month-end. The month-end imprest charge is the sum of the daily accrued interestcalculaticns for the month. We add the accrued interest to your debit balance and start a new calculation each time the - applicable interest rate changes and at the close of every statement month. For current margin loan interest rates. go to Ratesaspx lnlormation regarding Special Mernorandurn Account If you have a Margin Account, this is a combined statement of your Margin Account and Special Memorandum Account maintained for you under Section 220.6 of Regulation issued by the Board of Governors ofthe Federal ReserveSystem. The permanent record ofthe Special Memorandum Account as required by Regulation is available for your inspection at your request. Structured Products Structured Products are complex products and may be subiect to special risks. investors should consider the concentration risk of owning the related security and their total exposrue to any underlying asset. Products may not perform in a manner consistent with the statenlenl product category mere they appear and thereiore may portfolio asset allocation needs for that category. Important Information About Auction Rate Securities Due to market conditions, certain Auction Rate Securities are experiencing no or limited liquidity. Therefore. the prints) for any Auction Rate maynot re?ectthe priests} you would receive upon a sale at auction or in a secondary market transaction. and are not an indication of any offer to purchase at much price. Security Was This statement foatures several embedded security elements to saleguard its authenticity. One a unique security merit?a blue rectangle printed in heat-sensitive lnir on die backside of every page. When endorsed to wan'ltth. the blue rectangle will disappear. and then reappear. SIPC Protection Morgan StanleySmib?rBarney LLcisa protects securities: oi its customers up to 5500.000 (including $250,000 for Morgan Stanley 3 ?t Page 11 of 12 claims for cash). An explanatory brochure is available upon request or at Losses due to market fluctuation are not protocted by and assets not held at Morgan Stanley Smith Barney LLC may not be covered by SIPC protection. To obtain information about Sch, including the SH: Brochure. contact at 1-202-371-8300 or visit Transaction Dates and Transaction Conditions Upon written request. we will iumish the date and time of a transaction and the name of the other party to a transaction. We andIor our a?lliata may acceptbenelits that constitute payment for order flow. Details regarding these benefits and the source and amount of any other remuneration received or to be received by us in connection with any transaction will be furnished upon written request. Equity Research Ratings De?nitions and Consulting Group Investment Advisory Statuses Some equity securities may have research ratings from Morgan Stanley 8r Co. LLC. Research. or Standard 8r Poor's. Research ratln? are the research providers? opinions and not representations or guarantees of performance. For more information about each research providers' rating systems. see the expanded disclosures on your quarter-em statement. go to or refer to the mearch provider's research report. Research reports contain more complete information concerning the analyst's views and you should read the entire research report and not inter its contents from the rating alone. If your account contains an advisory component or is an advisory account. 66 IAR apply. Credith Moody's Foods The credit rating from Moody's Investors Service and Standard Poor's may be shown for certain secuth All credit ratings represent the opinions of the provider and are not representations or guarantees of performance. Your Financial Adviser will be pleased to provide you with further information or assistance in interpreting these credit ratings. Revised 312013 I In}. g. This page mum left blank Morgan Stanley 9.. Morgan Stanley CLIENT STATEMENT I For the Period May 1- June 30. 2013 Page 2 of 12 Bade BETSY SAVITT GUA Account Summary FOR HELEN CHANGE IN VALUE OF YOUR ACCOUNTS [Includes accrued am) CHANGE VALUE OVER TIME This Period This Year This graph compares the total value of your account to the net amount invested. Net investment the (51111351301131 - total amount invested minus the totai amount withdrawn. ls TOTAL BEGINNING VALUE $1,047,999.64 $1,217,663.78 3 1-500-00 Credits 2,590.Debits (355,436.68) 2 1.200.00 Security Transfers -- A .. $352,345.70} 9- 90? 0? ?ange in Vine 196575-51) j?-?fsli MAY 2012 JUN 2012 see 2012 DEC 2012 MAR 2013 my 2013 TOTAL ENDING VALUE $951,124.13 $951,124.13 Total Market Value Net Invested Capital Since 05131112 This exhibit my not indude mm fur investments in Annuities or where Morgan Staniey Smith Barney LLB ismt the Mien. This may effect the reputed Net invested Capibsi. if we are not me man there milieu be a defer in the reporting aim Market Value. Market Value Percentage ?36 N65 ALLOCATION OF Cash. its, Mm, ?5.62313 1.6 Deposits. MMFs Stacks 935.496.00 98.4 TOTAL VALUE $951,124.13 100.0% sears herding: on a trade date basis and the minted sewed Mam-?93 f? The? dam-arms not for ?Emmy ms and may differ Assapply and Bank Deposits are eligible for FDIC insurance but are not covered by SIPC CaSh 800' ?Wm-595 (?cde are enable f" 3? Expanded . MM 3 WW CLIENT STATEMENT I For me Period May 1- June 30, 2013 Morgan Stanley Page 3.0! 12 Basic WEB-s 5mm BEESY 5mm Gun Account Summary r00 HELEN 11 m1 BALANCE SHEET (A inchdes accrued imam-st) CASH FLOW Last Periud This Period This Fahd This Year {as d4!30l131 (as ?6130113) (51113-680113) (min-5:30:13) Cash. Deposits. Money Market Funds $15,627.64 $15,628.13 OPENING CASH, DEPOSITS. MMFs $15,627.64 $13.241.78 Tusatiicks 1,032,372.00 $351,496.00 Sales and minions There are no for this 3mm. TM 'm Related nativity $0.49 $355,226.13 Tom Liabilities (outstanding balance) (megs Deposited 2' 590.90 mm. VALUE $1,047,999.54 $951,124.13 Monk Tram-Debits -- (355,436.68) Total cash Related Activity $952,045.13) CLOSING CASH, DEPOSITS. ?Ml-'3 $1 5,628.1 3 $15.628.1 3 INCOME SUMMARY GAINKLOSS) SUMMARY This Pe?od This Year [ll-?edited (511:1 3.513011 3) (11111 3-6130" 3) Realized This Period Realized This Year 1mm Quali?ed Dividends $21,420.00 (5111136130f13) (mm-650113) 01nd: Dividends - - - GANG-055) - Long Tami Capital Gains Distribmions - Gawaass} is pun-idea for puposes only washould not be used for mm (L49 5533 tax This mme 1113ch due in bags .90" 2 Other Income Rafa-m the Gawadss} {amnion in the Emma amines fir-adith information. Total Taxable undone $0.49 521.425.83- 5 Dividends Interest Other Income Total Tax-Exempt Income - TOTAL INCOME $0.49 $21,425.83 diachaacteristicsarmemdalymg W- WI WW Morgan Stanley CLIENT STATEMENT I For the Period May 1- June 30. 2013 Page 4 of 12 sun Account Deta II Imesment Objectives-1: Capital Imme, Aggressive Income. Speculation BroimgeAmnn TSee HOLDINGS . ofmesmtementpemd' indicated. mm notre?ect In?anwket. Se?fcingomer?ies'fn?mEzpam?m summe in categad?andaa idmti?edas the Securigr Desm?ptim cakunn. Esthnanadacauedimaat. estimatedannual incameand New Tmm?mmrem?mmFa-m acqukedmwa?a'lanmy 1, 2011. Hmragma?arrsafmmwie?m mm, whichud?bere?ectedmpur Farm 1099-8. theprepamtianafmirmmemm additmmafatma?m a-adedatebasis, mum ?wcludepasitions pamsedmdomitpasi?mssotdinme axrentmm CASH, DEPOSITS AND MONEY MARKET FUNDS cm. basis. Pm momma: {mm mm lawman duraan BITIBANI. HA. $15,528.13 am .n?m 511.23%. urn-v.1 a. - I. i 1.7 34?? 2 - u-u?r CASH. DEPOSITS AND MOW MARKET FUNDS 315523-13 $53.00 .00 Bank Deposits area! either: (1) Mayan Stanley Bank, andm'gan StanleyPrivate Bank. National or (2) Citibank. NA. each a natiaml bank. FDIC member and an Miriam ofMargm Stanley Smi?r Barney LLC. HEN rui- Morgan Stanley CLIENT STATEMENT I For the Period May 1- June so. 2013 Page 5 of 12 Basic Securities Account BETSY 5mm GUA Account Data? FOR HELEN STOCKS COMMON STOCKS . Morgan Stanley Co. LLC (biorgan Stanley). Citi Research and Standard a. Poor: equity research ratings may be certain securities. All research ratings represent the the research provider and are not representations ?guarantees of permrmance. Because the applicable research report contains more complete intimation regarding die analyst?s opinions. analysis. and rating. yon should read the entire research report and not irrliar its contents hum the rating. Where a particular Why is covered by both Morgan Stanley and Citi Research, you can and should view both research reports. Citi Research's equity research ratings are (Ll Buy. (2) Neutral and (3) Sell. For ease of comparison, Morgan Stanley and Standard Paor's equity research ratings have been normarrzed to a 1 (Buy), 2 (Hold), and 3 (said. Please refer to the quarter month-end statement {or your first statement, if you have not yet received a statement at the quarter-end) tor a summary guide describing Morgan Stanley, Citi Research and Standard 8. Poor's ratings. Morgan Stanley Snith Barney LLC does not take responsibility hr, and does not Way, completeness, or timeliness of research prepared to: Standard Ppar's. Quantity unrealized Estimated Dividend Seaway Banishing; Trade Date unit Cost Total Cost Ga?ngtLoss} jaguar] incorne MAE PHILIP MORRIS INT INC - 10.800000 1 Please Provide $935,496.00 NIP. $36,720.00 3.92 Share Price.- 385.620; Rating.- Morgan Stanley: J. Ci?gmup: 2, Near Dividego?'ayable om 2113 Bit ated unrealized methane . 155.1%. STOCKS sent. some 5935.4 6.00 soon LT 536.72O.OO 3.92% $0.00 Estimated Percatta Unrea?xed Wm We TOTAL 100.0% 50.00 $951.12?.13 50.00 LT 536.?22.00 3.36% . $0.00 TOTAL VALUE (includes accrued interest) 5951-12443 Unrealized Gainlfiossl totals only reflect positions that have cost basis and/or market value information available. cash, MMF, Deposits and positions stating 'Please Provide' are not included. ACTIVITY INVESTMENT RELATED ACTIVITY TAXABLE INCOME ?mate activity Type Des_c_?ption Comments Eredlts?D-ahits) 5460 Interest Income CITIBANKNA. $0.25 {Perle-d Odreeosram 5:2? internist Income 0.23 (Period TOTAL TAXABLE INCOME $0.49 TOTAL INTEREST $0.49 fl 5. WHEN CLIENT STATEMENT I For the Period May 1- June 30. 2013 Morgan Stanley Page 6 of 12 - amt? sun Account Detail FOR HELEN creme? MONEY MARKET FUND (MMF) AND BANK DEPOSITS ACTIVITY Dam Activity The. mama meditsll?ebits} srau Automatic mm?: HANK DEPOSIT PROGRAM $0.26 6m ?qunuII-z: Investment BANK DEPOSIT Panama 0.23 NET ACTIVITY FOR PERIOD $0.49 COPIES OF THIS STATEMENT HAVE ALSO BEEN SENT TO: CLIIFORD HARK . . - a? @s I 114 me CIRCUIT CDURT 01: THE 11' marl? g} "vi :1 l-E?i? IN RE: THE ESTATE or- 9mm;- piuisim 1 ?1 1 in; i HELEN nut-mad. I I THOMASH.MAYES . The Hunmihle J'u?gu Edward: if? s; wing . 533%? I. V. MEI .Q .. we! 3?2: "4 RGNALD 0. HAYES, and DANIEL HAYES. Reapondmt. i an: 15 131i a m. a THIS CAUSE, having came in be mnsi-dtmd bci'mnt ?this: Cam mm Gumbel"! 1. 10H the Pc?tition for Discharge of Curamr and 111:: Penanal E?presenmiw??u Objection to 5am: and the Court having heard the argument. the parties and being duly advimd in IT IS rmammow ORDERED AND am'ummas Mom: Elimbeth Savitl is h?eby discharged as Curatm" f5: 'ihc estate {If [Helen M. *Ll?fjradm; and - is relieved 01? all authority to: act on behalfu?'the mm?: of Helium '72} TheICuun hereby renames jurisdiction mm (Sur?ng: mu.- mm?: or II inf' the Cummr?s Final Accaunting, Mdimss: 1hr: lPegrssonal [gleaming Pgtitinn for Ra?m'?l audit and I?gti?nnIfhr: Hmur?y 53 Cum which. the Gunilla; wit-swat?? iQ'Ilh? 0151197: ?317 ?1131in *?mgnt?k?tIIm mkgm? i 1] j1 ?lgig?li?l? kl? ,l iilfMul?lw I i1"! 1 I (Imam is memc?by' ,bmathggammg ?l??l?dmg Hi?: I nu *ih'pld by 551ler in?amum?? 1:71:54; W?hmfri?3-50 mm . Mean-13:13:: gum pmwn?' I imam Wirincfimummr 11m ?E?E'?b?llm dwi?mww . . WIN ?ill?; 1 . 1? 1 1" ?Hi' 593 I. 91'? {fat '3uIll" i'?11 HIV.I: rl?H- ?wi' 11? . I H?In.? La 1. II ?lm-MaiaEdward (minimum: I - 51?OLIR LanguageMMHIHL ng!? . alu?hg?tjr', . ?i ?3"le IN THE CIRCUIT OF THE JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA Pmbate Divisinn Cast: Na. (IX) IN RE: THE ESTATE OF HELEN M. Deceased, The Howrab?e Judgr: Edward Garrison H. HAYES PEtiLiUnEIICUunm-Rcspundcm, A amass 1 1 '3 ua- \ll . RONALD and DANIEL MAYES, Respondent, 3m: I 0'9 =5 ORDER ON ELIZABETH PETITION FOR DISCHARGE 0F NB ON PER ORAL THOMAS H. DBJECTIDN T0 ELIZABETH NOTICE 0F 15:11.. OF CURATOR PETIEON FUR THIS CAUSE, having eczema be censidcred bef?rc this Court on 02mm: 3 I 2013 upon me aforementinned Pctitian for Discharge: 0f Cummr and the Personal Representatin to samc, and the Court having heard argmnem of the parties and being otherwise duiy adviscd in premi?zs, IT IS HEREUPUH ORDERED AND ADJUDGED as In?ows: 1) Elizabeth Savitt is hereby discharged as Curator for the estate {if Helen M. UGrady, and is rclicvcad 0f ail autlmril}! to act 0n behalt?ot?the estale of HeIen M. O?Grady. 2) Thc: Ceurt hereby rrtains jurisdiction {wet the Curator to address issuc of appmvaI of the Curato?s Final Accounting, b) address Eh: Pascnal chresemative's pending Patition for Removal and Surcharge, and c} address the Petitinn for Haurly Fees and Costs which the Curator shah be ?I'mg pursuant to the Ordcr of this Court 3150 ent?f?d this day. The Curator is to turnover all of the assets of the estate (including {ht $20,000.00 sum prcsentiy bald by the Curator in trust and the $1339.00 sum prescn?}: held by Sheri Hazeltine, Esq- in trust) to [11? Pc'rsonal Representative, THOMAS H. MAYES, within ten (10) days of 77:05 Wm. IT IS SO BONE AND ORDERED, in Chambers at Palm Beach County, Iorida, this 8 day of November, 2013. TE Honorable Edward Gnrriaan I new sci-mm, Andrew M. Schwartz, :01 Plaza Rm: Seam, Sui . 2132* am. Ramm?fl?rida 33432 (Counsel for Piaintiff) (1x; . I3quHi {at}me fur ?ame! Hayes}, 7009 W. Palmetm Park Rd..,.ISuil Ramon, FL 33433 [dbexzkerg?f?gaotmm] - :1 i I fir Esq. (fame-r mama! rm Curamr, Elizabeth 332419800 Palm Trai Etc?tray Bcach, Fiarida 33483 . . if: ?aigmauml fur J. Chambem}, 33:131.} 334m buianiiaw-mml 3M m1.- Mamawsa Derby; Kansas 61037 . Darby, Kansas 6m}? u: Sat-in) 1234 w. I Iv ?il?H?l? W. . 5? "'vuMthui'mmn?MMIHHW 4in V. H- 3?5ii?ila? ?wl?lHjni?gh?i?i m! - wni?.? ?i Hum; mm'jiijH'H?rmi, if? I 1:4:9? . 1' . ?iiu . mummi?iu . nu, thlumm mu wihlgh I mm rm Appointment Mama: and um hmrin'g' heardmg . mm a?mmi?e advisedIin the: lam, ism. it is {and that the I?atiliw fur . . . fall. is appninm? as Emma: af?t?hm mm? mIshm ?we without hand. The mini- is nu'lhnnimed ask, dcmandlr far. and W?iw - at" the; decedent; in pay the debts? cf" the decadmt Hm mm and and. Im mm disuihmium W, Thu: mm? ?lls I mammal ach and I 3:3 ?1 s' 3 i Falw?emhv :?h'd?il "Elli JSWHIQHQM ?WNW,ElililHll. I 1 rim h, 45/2013 4/5201:- 2.2a IN THE CIRCUIT COURT OF THE 15TH JUDICIAL CIRUIT, IN AND FOR PALM BEACH COUNTY, FLORIDA PROBATE DIVISION IN RE: GUARDIANSHIP OF A HELEN M. 5mg 2 . C) m. File No. 5020126A000016XX a go Division lX? sann, MARTZ, GARRISON ?Ian 5T: :30 m, OBJECTION To PETITION FOR PAYMENT or '3 EMERGENCY TEMPORARY :3 3: FEES AND EXPENSES (MAY 14, 2012 through January 11, 2013) Thomas H. Mayes, The Emergency Temporary Guardian of my late mother Helen O'Grady and applicant For appointment as limit Guardian for my late mother Helen O'Grady, files this Objection to the Petition For payment of Emergency Temporary Guardian?s Attorneys? Fees and Expenses filed by Hark, Burkhalter Yon, PL, as attorneys for Thomas Mayes, as Emergency Temporary Guardian, and states as follows: 1. Mr. Hark has made mistakes and prolonged this case for his benefit. 2. Mr. Hark stated to me and my wife Sandra Smith that I will be the "First one to be reimbursed for my out of pocket expenses for taking care of my late mother? I have not. 3. Mr. Hark stated to me he has to "change his game plan" when we found out in the first day of court that the other limited guardian Elizabeth Betsy Savitt, that Mr. Hark brought into the case was married to Judge Colin of Probate Division of Palm Beach. In which (Conflict of Interest) has caused more problems than it has solved. 4. Mr. Hark accepting this case has not precluded any other employment. He has been late for- meetings and not taking phone calls because Mr. Hark was with other clients or in court. 5. Mr. Hark stated in his petition to be paid for his services. That he has saved time in this case? He has not; this case should have been over in June of 2012. My brother Ronald Mayes counsel Mr. Miller has objected to my fees and Mr. Harks fees too. In which brings us to another hearing, the last hearing 11/09/2012 Mr. Hark does not recall the agreement with Mr. Miller in front of Judge Martz, that if I turn over my personal journal (Log) it would justify my billing so that I can be reimbursed. Two months later I had to do my bill over because Mr. Hark should have clearly stated and directed what Florida Statue 744.108 meant. To itemize my billing properly in the form of the Statue for reimbursement back in June of 2012. Now Guardianship of Helen M. O?Grady In the Circuit Court of the 15th Judicial Circuit, In and For Palm Beach County Probate Division Case No.: 502012GA000016XX Case No.: Judge: Rosemarie Scher Judge: Martz Judge: Martin Colin Judge: Edward A Garrison I MAW BRANCH OFFICE 2013 FEB 15 203 ruary 1, SHARON CL . Prim ?5 ?Ragga To Your Honorable Judge Garrison, BEACH COUNTY I am OBJECTING to the ?nal petition for payment of Emergency temporary Guardian?s Attorney Fees and Costs from May 14, 2012 through January 11, 2013 in the Helen O?Grady Guardianship matter for the additional amount of $10,345.23 as per Mr. Clifford B. Harks bill. Mr. Hark had submitted a bill for $28,011.13 and it was paid. These additional fees are unreasonable for a variety of reasons: I The Af?davit of Reasonable Attomey?s Fees and Cost ?led by Clifford B. Hark, states that he is serving as the attorney for the Emergency Temporary Guardian of Property, Thomas Mayes, in the Guardianship of Helen M. O?Grady proceedings. While this was true that Mr. Hark was hired to represent Thomas Mayes as an expert. Mr. Hark was to have my brother Thomas Mayes who was caring for my mother for two and a half years continue in the capacity as Guardian of Self and Property to my late mother, Helen O?Grady. Mr. Hark however lost that case in March 2012. We were given a court appointed Guardian. II Mr. Hark did bill an extra $4,200 of unused time on his original bill to complete the guardianship matters. As I recall, the Honorable Judge Sher mentioned for Mr. Hark not to drag this out and incur unnecessary costs upon the estate. I believe most of these fees are unnecessary on the second bill. My brother Thomas Mayes also put Mr. Hark on notice that upon my mother?s death he had retained Probate attorneys to handle the estate. - To me, Mr. Hark has not shown the abilities to actually save time. In reviewing the bills, I noticed a great amount of time was billed for preparing the bill. It seems to me that it shouldn?t cost thousands of dollars to write a bill. Why is he writing the bill why isn?t his assistant? I also notice he seems to be overlapping with the Guardians duties and the Probate attomey?s duties. I am not sure that we need to pay the Guardian, her attorney, the probate attorney and Mr. Hark all for the same thing. He also seems to be billing for errors made in his ?rst bill? I thought he was an expert in his ?eld to be able to save the estate time and money? The Guardian Ms. Savitt told us she would object to Mr. Harks original bill and ask him to reduce his bill since it was above and beyond reasonable. However, she did not object in court when it was presented. At $350 an hour for Mr. Hark, I took her for her word. 0 Mr. Hark stated he too would ask Ms. Savitt to reduce her bill since it too was above and beyond reasonable. She Mergedher hours billed with that of my brother who actually performed the work. Mr. Hark has shared one of Ms. Savitt?s bill which totaled $6,000 for one month of service, but can?t seem to provide us with the rest of her bills at $75 an hour and she doesn?t do anything with out her attorney which bills at $325 an hour. Is it a big secret or just can?t get the task done? Again, is this fair and reasonable? 0 Mr. Hark still has yet to ?nalize this case. Thomas Mayes has not been paid for his out of pocket expenses as Guardian for my mother from over a year ago. I also understand Thomas Mayes reduced his bill at the request of Mr. Hark and Ms. Savitt. So the bill presented isn?t even for what is owed to Thomas Mayes who doesn?t even get near the amount of anyone else yet he did the most important work of all. Mr. Hark has yet to reimburse Stephanie Chambers who had $708.68 and myself who had $1901.07 in travel expenses to appear in court and have our say, which I might add never, occurred. The courts ran out of time. The judge apologized. Mr. Hark keeps giving excuses as to why he can?t get the checks written. Is this an oversight on his expertise to get the job done? I am attaching a summary of expenses and ask the courts to rule on them. Mr. Hark or Ms. Savitt has all the original receipts. The Judge asked us to appear. 0 Now Ms. Savitt has been paid and Mr. Hark has been paid. Mr. Lee my mother?s court appointed attorney was paid. The court appointed doctors have all been paid. Why can?t the rest of us get paid? 0 My mother Helen O?Grady did not bene?t from having a court appointed guardian. My mother?s doctors had already established that my mother had numerous medical issues along with dementia and Alzheimer?s. I simply do not understand how the courts could continue to mount astronomical amounts of additional doctors that pretty much said the same thing. Why was this allowed to happen? Was it because 1 have two brothers who are ?Not of Right Mind?? and knew how to tie this up in court? There is simply something wrong with putting my mother and the rest of the family through all of this. There was no evidence that Thomas Mayes had done anything wrong. This was duly noted by the Honorable Judge Scher and again emphasized by Mr. Hark and I do believe he was paid above and beyond for his efforts. I do not deny Mr. Hark a reasonable amount of money but $350 an hour is above the national average as a guardian attorney. My mother was a teacher who raised ?ve children on a salary that was less than what Mr. Hark has already been paid. Mr. Hark has also been paid more than I make in a year and I teach 520 children a week for the public schools. 4- Only my two brothers who my mother supported bene?ted from having my brother Thomas Mayes removed as Guardian and Power of Attorney due to a personal vendetta. My alcoholic brother Daniel Mayes gets to continue to live in my mothers house while the Court appointed Guardian pays the utility bills and my brother Ronald Mayes who has already pilfered over a million dollars and isn?t even named as a bene?ciary in my mother?s latest two Wills and has already spent his inheritance and some. He gets to drag this out without spending any of his money but racks up costs against the estate. There is something to be said about justice. We are losing what our mother wanted us to have. Once again, Please do not allow my dearly departed mother to have to continue to pay for a vendetta my brother?s had against Tom. It isn?t right. There is no justice in it. This needs to end. We?ve already Spent over $100,000 on the Guardianship case. I know the probate costs are over $50,000 against the estate as of this writing. 15 this fair? Is this reasonable? Thank you for your time and consideration of my Objection. Also, for letting me know yesterday by mail that you have been assigned to reside over my mother?s estate matters. It was very much appreciated. Respectfully yours, Kathleen Osterbuhr 1300 Cresthill Derby, Ks 67037 316-516-0459 we 00% S, ?00? Wagon? )er?b kaS (07037 sue-"Y wast Expenses Kathleen Kelsi Airline Ticket $605.20 $475.20 Rental Car $244.17 Gas 37.76 Meals $143.23 78.38 Tips~BaggagelTolls 14.00 Misc 63.18 lotals 1108.54 $548.18 Florida Expenses to appear in for the Court Hearing March 28, 2012 Grandma would normally cover Kelsi?s airline ticket with a little spending money for her to come down to visit. Personally I, [as a parent] feel i wouldn?t ofhad any expenses for Kelsi (a minor child] ifl wasn't present in Florida for the court hearing. I did separate expenses, so whatever you decide works for me Expenses Kathleen Stephanie Airline Ticket $649.20 $343.20 Rental Car $213.27 Gas 30.00 Meals $131.05 115.21 Tips-Baggagel'l'olls 7.00 7.00 Misc 5.28 Totals 792.53 $708.68 Florida Expenses to appear in for the Court Hearing March 8, 2012 Mr. Miller turned over my journal to his client Ronald Mayes and he is trying to use it against me in the O?Grady Estate case. Case No.: 6. Mr. Hark stated to me and my wife that he was afraid of my brother Daniel Mayes who is residing in my late mother house rent free. Mr. Hark told us when he was a prosecutor for Miami and he put away murderers and drug dealers and did not fear them but he feared my brother Daniel? Because he was a loose cannon? Mr. Hark should have stepped down, if he feared for his safety? I feel it interfered with his ability to represent me responsibly in this guardianship case. WHEREFORE, Thomas H. Mayes objects to the Final Petition for Payment of Emergency Temporary Guardian?s Attorneys' Fees and Cost filed by Hark Burkhalter Yon, PL as attorneys for Thomas Mayes, as Emergency Temporary Guardian, request that they be determined to be substantially unreasonable, and for whatever and further relief the Court deems just. Thomas H. Mayes 1602 SW Nicholas Drive Boynton Beach Fl. 33426 Telephone: (561) 733-0160 111.11. ?liixi a x. 11mm 9 . ,1 {h 1" I ww?i?: H. H. I - cu ELIE I: I I: ?it iIuI?Pe?tim SHERLLZ?jj??Baum. attorney has as tho: Margin: . I The Curatm comp?bemd her ?ml is manly II BEA ?awed. 3.. FS 733.62?! the administration 9f aipmbatc mum: is untilil?d xervim'aI Under FS 733.50! ifwmham shall be aewimsg the mutt may cunsidcx GEES wra?mi mmnmivc} in It {Surgilmf?m?l estate Is presude [Iva mammahw ham 5. F5 the fur iII'lmrI-Icysi I the i'?elenniined Ii'i' I I ?5 I - II"if I.?Ii-Ii"Ii I-I Ii?l I IE1"1:4 lliI . Zl'iI?l?I-IEII-II.I-II.II-value {If the: ma . . - a? @s I 114 me CIRCUIT CDURT 01: THE 11' marl? g} "vi :1 l-E?i? IN RE: THE ESTATE or- 9mm;- piuisim 1 ?1 1 in; i HELEN nut-mad. I I THOMASH.MAYES . The Hunmihle J'u?gu Edward: if? s; wing . 533%? I. V. MEI .Q .. we! 3?2: "4 RGNALD 0. HAYES, and DANIEL HAYES. Reapondmt. i an: 15 131i a m. a THIS CAUSE, having came in be mnsi-dtmd bci'mnt ?this: Cam mm Gumbel"! 1. 10H the Pc?tition for Discharge of Curamr and 111:: Penanal E?presenmiw??u Objection to 5am: and the Court having heard the argument. the parties and being duly advimd in IT IS rmammow ORDERED AND am'ummas Mom: Elimbeth Savitl is h?eby discharged as Curatm" f5: 'ihc estate {If [Helen M. *Ll?fjradm; and - is relieved 01? all authority to: act on behalfu?'the mm?: of Helium '72} TheICuun hereby renames jurisdiction mm (Sur?ng: mu.- mm?: or II inf' the Cummr?s Final Accaunting, Mdimss: 1hr: lPegrssonal [gleaming Pgtitinn for Ra?m'?l audit and I?gti?nnIfhr: Hmur?y 53 Cum which. the Gunilla; wit-swat?? iQ'Ilh? 0151197: ?317 ?1131in *?mgnt?k?tIIm mkgm? i 1] j1 ?lgig?li?l? kl? ,l iilfMul?lw I i1"! 1 I (Imam is memc?by' ,bmathggammg ?l??l?dmg Hi?: I nu *ih'pld by 551ler in?amum?? 1:71:54; W?hmfri?3-50 mm . Mean-13:13:: gum pmwn?' I imam Wirincfimummr 11m ?E?E'?b?llm dwi?mww . . WIN ?ill?; 1 . 1? 1 1" ?Hi' 593 I. 91'? {fat '3uIll" i'?11 HIV.I: rl?H- ?wi' 11? . I H?In.? La 1. II ?lm-MaiaEdward (minimum: I - 51?OLIR LanguageMMHIHL ng!? . alu?hg?tjr', . ?i ?3"le ""1911.in Mum "lili?mw - Wm" I I ??Wlm? 11uumwuwmmi mm II I II mun-r. 3?me A In I I II wi'MiWW iiw MIsing? *?Hm I 1153,.? a 3r:- ?1 mm NIH li'ilui? "?mluqm Nahum?; I 1' ihl?mill' .mth - "?xlliIJ. I II. ?hlv my!? Izzu?umv I EF ?fill!? will] 411mm! . I - ?1??532- hlaj ?ML-?H??lmile WNW - I 'ii i" W. 1?11?3' 1-- :luy?,MW Ht? ?1er Win- i ?w 151 ?atl I l? I?li?w HMFL 14:: i How mums Hams: ms pmc?ihal: mpmmum mhc'?imua m6 Hum I UWmdy. by amd??thmugh undersigned and Humming Mm thias?.? ijWIi?mi?? ?9 I I "Elam-cm Smith? Stipulatdm I?m Submimm?n?urcwm?lwx I A1 [imam Elizabeth Swim, ?ppmin?tm 9f ?lm Mam Inf He?im M. . has ?led a Sl'izpulmimn 'fof315.taibmmimmn Sam: is; ml'mfulad be hear-d by LhisICwun m1 ?cmb?f a 21313.. I II 2. aims-mt, Slam-i curres?'jpmmIineM tumun?mk f?m Elimhmh 5mm, . {passesws which me. gamma) TMH sum warm: with?rawn ?if; accounts the: mm an. aim; mugu?m. 21313 by Eliimhu?lh; Mvii?t and Sheri Ham?linu. :E?quI withmuamlhw known-km: Im?rmm all? TIE-MEWS aghlII Qeum hm; lawn mt?iimuzl "by Shag ant-spit: muttiimxt: denmm?s i?um??'liai?? rams-n M. mam. WI II 1m wha?mm?mmha? mmniaigwmg 1ng WW gegmgatammriwt hi ~11. '94! - 51hr? ?in l? w! um . ?mum :Ih- .?ip Wm In 331?in mil?nilm 11.7mm I agiwi?v-H? l! :3 Ii?iMm-??hmy Hf immcdizm .lij my I m; 21? fun?gp. Ll?flffii?gidmiir?r Wmi?vm m1 E?th??mm prwiuui?'l?? g" II I . '?i?ti?i??gb MW. M- ;ltli'?' i211? I ""1!th mm?; Em; 'Icmi?n A 1" (ii: 2 . II ?It ?quLI ii": myhu?w "inch in? in: piqmg'?i ?Ha. w: 1? 1? 3?53; m. J. . . 1 Ar: 11? min ,??l?glrf??m . my}? (33.5w ,g-t?sik??im ml?u?" Mg II . I I?i1+1qu 7. 33mm '1 Ti} ?i . Winn II Ifl?lI I II I I "Mi-silm?m?I?w'H ?rl l?h?Hi. 51" mi" ?luDISCHARP - . g? Y?h?w - - - ?1 1.: 2?1. :Iju, if 11mm ?with 1 3