ANNUAL REPORT OF GUARDIAN OF PROPERTY - ANNUAL GUARDIANSHIP 0F Alli-I1 Vlullki FOR THE PERIOD 09/09/14 THROUGH. 09/30/15 SCHEDULE - Dlsbursemems and Dlsvihminrls Does not Include purchases cl plincipal asse's Such kansadions are Shawn on Schedule Dale 3an Descnpuons 0f lhems Income Chin Bank ilc mxxw172 10/09/14 to Chase Bank 131 07 Chase Bank al- 10/21/14 C101 #9993 Freedom Cred/1 cam payment (P12 Guardianship) 786.96 10/22/14 Link #9991 - Dayscape Senior Acl/vlty an 1,020 00 10/27/14 1/5901 - FPL 111.25 10/27/14 0/01 139992 - Chase Credit Card (Pre enema/1501p) 103.00 10/20/14 1/5902 - Bay Managemem 30.00 10/29/14 1/0102 - Elizabeth Savm (Retainer lee Incl 1n do 3/31/15) 3.000 00 11/03/14 #0103 -- Chase Credit Card mac Guard/am 66.00 11/05/14 1/0100 - Wesmury Condo Fees 195.21 11/06/14 Debil - Sean/sstServIcslm(Prupe/1y Managemem) 100.21 11/06/14 Deb/t . Seas/est Sen/me Inc (P/openy Management) 115.00 11/06/14 Debll -- Seacres1 Samuel/10(Propeny Managemem) 9300 11/24/14 an30110- arm/am mumyTachI/ecxor 00021 11/24/14 W105 - Rania Parish (mm/cl Office work) 125.00 11/25/14 cum/0114- FPL 22 07 11/25/14 crux/10112 a West Baca Medica/ 011 65 00 12/02/14 #0113 West Bans Medlcal 367.00 12/05/14 #0109 - Dayscape Senior Acuvny cu 316.00 12/05/14 110117 . Blums 350.00 12/00/14 *0115 - Judge Cook (med/mien service) 2,600 00 12/00/14 Dehll - SeacrestServioe in: (Pmpefly Management) 106.21 12/09/14 Deb/l a Sean/est Service Im (Properly Management) 115 00 1200/14 Debit a Seas/est Sen/ice In: (Progeny Management) 98.00 12/00/14 110119 - 01, 75.00 0 00 1 1 .545 99 Mn 04 025 - mas ANNUAL REPORT OF 0F PROPERTV ANNUAL ACCOUNTING GUARDIANSHIP 0F Albert Vaunllo FOR THE PERIOD COMMENCING: 09109114 THROUGH. 09/30/15 SCHEDULE DIsbursemems and Dismbullons Does not include purchases of principal asses. Such liansactims are shown on schedule C. oate Enef 5/ Items Income Prinpral Ch! 0 nk 12/11/14 1/0115 -- Dr Heller 300.00 12/22/14 1/0120 -- us Lega/ Suppo/t (haanng) 120 00 12/22/14 on 1/0121 -FPL 11,90 01/0011 5 ciik 1/0124 - She/i HazeIIine (Ammey fees) Clo 1/011 5 3.030 25 01/06/15 ctik 110122 - Clo 01/00/15 Fees to 1211/1010 Hark 3,000.00 01/07/15 Debll Sean/es! Sen/Ice Inc (Properly Management) 201 54 01/0711 5 Deb/I -- Seac/est sen/ice Inc (P/openy Management) 120.00 01/07/15 Deb/l -- Seacmsl Sen/Ice (Pmpeny Managemeni) 90.00 01/13/15 1012s 7 Dayscape Senini Act/my 01/ 034 00 01/13/15 1/0125 1 Ann/Hey -- Brian O'Connefl Clo 12/23/14 0740.90 01/13/15 1/0123 Reimh Cheryl Canty 0/01/5/15 5,000.00 01/21/15 110127 -FPL 10.20 02/06/15 Debil- seacrestServiee |nc (Properly Manage/item) 201.54 02/05/15 Debll- Seam-:5! Service Inc (Propeny Management) 12000 02/05/15 Debit Ssacresl Service Inc (Property Management) 9300 02/17/15 1/0109 - Dayscape Sen/or Amity 310 00 03/02/15 1/0130 -- FPL 3199 03/10/15 1/0133 AElizabem Sav1lt(reimb Guardian iee) C/o 3/31/15 7,304.30 03/16/15 1/0131 -- Dayscape Seniot Act/my CI: 03400 03/15/15 1101311 - Chase Credit Card [final - Pre guardianship) 2,915 95 03/23/15 110135 shen Hazelline (Atmmey feet 0/0 3/12/15 5,020.70 04/03/15 1/0134 7 Chase C/edit Card 10.29 04/06/15 110137 - Prudential Insurance FIemium 299 40 04/09/15 Bank Fee - Stmtooptes 000 04/14/15 1/0130 -- Susan Mast - 3 Caretaklng 1ees per 7.300.71 Mediation Setflemenek Agree/"Sn! (Caraaklng sew/ca: 5 00 5 49,671 02 FomINc ANNUAL REPORT OF GUARDIAN OF PROPERTY 7 ANNUAL ACCOUNTING GUARDIANSHIP 0F Albefl lello FOR THE PERIOD COMMENCING. 09/09/14 09/30/15 SCHEDULE 7 Dlshulsements and Dismbulions Does not Include pumhases of principal assets Such transactions are shown on Schedule Dale Bnel o1llems Income Principal has. Bank ll: 3 52.853 00 less loan payment 3 3399 43) 04/14/15 #0139 Ellzahem Savill {dupilicate pm! reimh on 4/27/15) 7,304 30 04/14/15 Bank Fee 81ml copies 5,00 04/14/15 Bank Fee 7 31m! Cop/es 5,00 04/14/15 Bank Fee CODES 5.00 04/28/15 #0140 - Dayscape Senior 1,095 00 05/12/15 #0143 A Dayscape 876.00 05/14/15 #0142 - Susan Mas! - Caretaking fees per Medialion 2.463 57 semernenet Agreement (caretaking sen/Ices $2,553.00 less $399 43 loan payment 05/14/15 #0141 -- Susan Mast - Caretakan fees per Maoist/an 2,453 57 Settlemenet Agreement (Care/akan serVIces $2,863 00 less 5399 43 loan payment 06/08/15 #0144 Susan Mast A CareLaktng fees per Medlat/an 2,463 57 Senlemenel Agreement (Carelaklng services $2,063 00 less $399.43 loan payment 06/00/15 #0145 - Susan Mast - Calelaklng less per Medlallon 2.463 57 Settlemenet Agreement (Caretakan semces $2,863.00 less $399 43 loan paymenl 06/08/15 80146 7 Walgreens Pharmacy 189,88 06/09/15 #0147 Dayscape Senlor Acfl'flly 1,095 00 07/13/15 #0149 A Dayscape Senior Or 949 00 07/23/15 #0151 Dr. Marvm Stem (coApay) 15 00 07/29/15 CM #0150 A Humana Insurance 59 00 07/30/15 #0152 - Palm Beach Cuunfy Ambulance SW 150 00 06/05/15 #0153 7 West Eaca Med. Cemer 51D 00 08/06/15 {in/(130154 - Humane Insurance 28 50 03/12/15 M155 7 Sher! Hazeltlne (Attorney fee) 7/28/15 47463 5 0 00 22,619.59 Form Ne 64 015 . ms 3 ANNUAL REPORT OF GUARDIAN OF PROPERTY ANNUAL OF Albefl V35th FOR THE PERIOD COMMENCING 09/09/14 THROUGH 09/30/15 SCHEDULE Disbursemenls and Dust/mullahs Dues nut molude purchases of principal asses Such lransacuuns are shown on Schedule Dale Eviefi of Items mew/VIE Principa' gigs--Mafi-- 08/1711 5 $0156 - Dayscape Sen/or Amiv/Iy 730.00 06/17/15 #0153 Wesl Ema Med Center 170 00 05/24/15 CM #0159 Ambu/ance Fee 200 00 08/25/15 #0150 - John Pankauskl (Attorney Fee) (210 8/18/15 181544.70 08/26/15 #0158 Susan M351 - Caretaking fees per Mediation 2/463 57 Same/1121161 Agreemenl (Caretaklng services 521363.00 1e55 5399 as loan payment) 09/02/15 CM #0161 7 Susan Mast- Carelaking fees per Med/anon 2.46157 Sememenal Agreement (Care/aw wwces $2,863 00 less $399.43 loan paymam) 09/08/15 #0162 - Humana |nsuranoe 29.50 [19/10/15 #0163 - Daysmpe Senior 1.168.00 09/29/15 W161 7 Susan M551 - Camakmg lees pa! Medlah'nn 21463 57 Semamenel Agreement [Carelakvng sen/mes $2,363 no less $399 43 loan paymem) 04/14/15 Bank Fee 600 04/30/15 Bank Fee 6 00 l'i Unit nk - II 11/03/14 10 Chase Bank a/c 14438601234 45 35 04/23/15 10 Chase Bank a/cfl38601234 4530 05/18/15 Twahase 45 51 05/13/15 to Chase Bank "35601234 2,028.76 000 5 30,409 83 Farm ND 54 1725 Page? ANNUAL 0F GUARDIAN OF PROPERTY - ANNUAL ACCOUNTING GUARDIANSHIP OF Vassallo FOR THE PERIOD COMMENCING 09/09/14 THROUGH 09/30/15 SCHEDULE - amusements and Diskrihuliuns Does not Include purchases of principal assets, Such lransachons are shown on Schedule Date Brief Descriptions of Items Income Pnnciual NY Cgmmuniy Bank CD) Il_ 04/21/15 WHO Chase Bank 5163438501234 11,14199 NY Communy Enk CD -- 04/21/15 to Chase Bank ale 3438501234 11,341.21 NY Cgmmunlg Egllk CD al 04/21/15 106/1356 Bank 3153438601234 3354 22 3 00 25.83142 1 N: IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: ESTATE OF FILE NO.: HELEN DIVISION: IX FINAL ACCOUNTING OF CURATOR ELIZABETH SAVITT FOR THE PERIOD COMMENCING April I, 2013 THROUGH August 22, 20 I 3. The purpose ofthis accounting is to acquaint all Interested persons with the transactions that have occurred during the period covered by the accounting and the assets that remain on hand. It consists ofa SUMMARY sheet and Schedule A showing all Receipts, Schedule showing all Disbursements, Schedule showing all Distributions, Schedule showing all Capital Transactions and Adjustments (the effect of which are also reliected in other schedules, if appropriate), and Schedule showing assets on hand at the end of the accounting period. It is important that this accounting be carefully examined. Requested for additional information and any questions should be addressed to the curator or the attorney for the curator, the names and addresses of whom are set forth below. Under penalties of perjury, the undersigned curator declares that I have read and examined this accounting and that the facts and ?gures set forth in the Summary and the attached Schedules are true, to the best of my knowledge and belief, and that it is a complete report of all cash and property transactions and ofall receipts and disbursements by me as curator of the estate of Helen O'Grady, deceased, from April I, 2013 through August 22, 2013. Signed on August 30, 20I3. Signed on August 30, 20 I 3. Attorney for Curator: Mo/?ye Curator: Sheri L. Hazeltine, Esq, Attorney Name: Elizabeth Savitt. Florida Bar No. 0674567 sheri@hazcltinclaw.com 800 Palm Trail, Suite 3 Delray Beach, Florida 33483 Telephone: (561) 243?4655 Fax: (561)243-6933 IN THE CIRCUIT COURT FOR Palm Beach COUNTY. FLORIDA IN RE: Essich - OF PROBATE DIVISION Helen M. O'Grady File Number 50610 0:990 0.99m? xxicx SB Division I FINAL. ACCOUNTING OF Cu?me OF PROPERTY . ACCOUNTING FOR THE PERIOD COMMENCING: 04/01/13 THROUGH: 03/22/13 SUMMARY l. Starting Balance Assets per Inventory or Assets on Hand at Close of Last Accounting Period Em ScheduleA - Income Principal Sub Total Ill. Disbursements and Distributions ScheduleB - income Principal Sub Total IV. Capital Transactions and Adiustsments I ScheduleC - Net Gain or(Loss) V. Assets on Hand at Close of Accountino Period Schedule - Cash and Other Assets 2.194.915.15 36.953.91 2,511.18 39,465.09 kw 0.00 284.149.86 284,149.86 5% 1.540.574.61 NOTE: Form No. 64.025 - 1 of 8 See Appendix A. Rule 5.346, Florida Probate Rules for instructions relating to summary and all schedules ACCOUNTING Emit OF Helen M. 06de FOR THE PERIOD COMMENCING: 04/01/13 THROUGH, 05/22/13 SCHEDULE - Disbursements and DisiribuI/ons Does not Include purchases 01 Princlpal assets, Such (Iansafiions are shown on Schedule C, Dale Brief Descriptions oi Iiems Income Principal Moman Stanley Barn! 04/05/13 Hark Burkhaller Yon. PL - Atty Vees 9.021119 04/00/13 Sheri Haze/line -Atly lees 0,755.19 04/05/13 Thnmas Mayes 3.38125 04/08/13 Thomas Mayes 500.00 07/19/13 Wire in Jami Huber 0-1: 7/11/13 100,000.00 07/29/13 WimdrEWal - Andrew Schwanz. PA do did 7/11/13 05,000.00 07/29/13 Withdrawal - Clark Ska/ow, RA. did 7/11/13 30,000.00 03/22/13 Sheri -411y rees (held in irusi) 10,000.00 00/22/13 Guardianship Financial Reporting Services 1.04000 03/22/13 ire Goldfarb 200.00 Wells Fargo checking alc-- 04/04/13 CH 1050 - Elizabeth (fees) 2,521.50 04/10/13 Ck 111077 - Florida Space (storage) 151 50 04/11/13 011121075 - City 01001:: Raion 73.44 04/17/13 Debi! - ATT 151.34 05/31/13 Ck 1/ 107a - CVR disirihuion 303,110 03/14/13 Ck 11053 . E. Savin (held In irusi) 13.000.00 05/13/13 0111/ 95 - Daily Business Review 19400 05/14/13 Debit - FPL 219.24 06/03/13 Ck it 104 - Fla Space Coast (storage) 75.79 06/03/13 Ck 11 103 - (2in 0/ Bone Ralon 73.13 05/10/13 Debit-FPL 50.50 03/25/13 C11 1/ 100 . Mary Sue Donohue 4,552.50 5 0.00 259.555 95 FumNo FINAL ACCOUNTING 5mm 0F Helen M, o'ede FOR THE PERIOD COMMENCING: 04/01/13 THROUGH: 08/22/13 SCHEDULE - A Receipts During Period Does not Include receipts from sale or other dispositions 0/ principal asses, Such Ilansaciions are shown on Schedule C, Dale Brief Descriptions of Items Income Principal Magan Shula; Smith Barne;i 04/12/13 Div - Philip Morris inll Inc 9,130.00 04/29/13 In! Income 0.31 04/16/13 Deposit Kraft/Mandela; Div, 1.295145 05/30/13 In! Income 0.28 06/27/13 In! Income 023 07/12/13 Div - Philip Morris In" Inn 9,130.00 07/30/13 Int Inmme 0.31 07/30/13 Int Income 0.28 07/15/13 Deposit Krefl/Mondelez Div. 1.29545 Walls Chockln 04/16/13 Th 1! PNC Bank a/c 110894-6799 2,51L1a 04/22/13 Depusit- Dividend from Alina Stock 6.00010 07/10/13 Deposit - Dividend from Alln'a slack 6,336.00 07/1211 3 Deposit - Dividend flom Kra/t Slack 1.660.50 07/1213 - Dividend 1mm Kra/l Stock 500 PNC Bank - [acct closed 04/16/13 0.02 5 36 953.91 5 2511.16 rum un, 541125.>>on a ACCOUNTING OF Helen M. O'G/adv FOR THE PERIOD COMMENCING: 04/01/13 THROUGH: 08/22/13 SCHEDULE - Disbursemenls and Distributions Dues not include purchases 01 princlpal assets. Such usnsacllans are shown on Schedule C. Dale Brie! Desm'pllons a! |1ems income Principal Walls Fl! 0 Checkln 07/23/13 Ck #110 - Guamlanship Inancial Reporting Svcs. Inc. 1.275.00 07/23/13 Ck 1/ 112 - Fla Space Coast (sin/age) 7510 07/23/13 Ck a 108 - Space Coast (storage) 75.79 07/23/13 Ck 11 107 - F1a Space Coast (storage) 75.79 own/13 aka: 114 - Elizabeth Savm- Guardian vees do 010 0/10/13 11725.00 00/13/13 GK 1/ 113 - Shari Hazelline do date do did 0/19/13 1.74530 00/14/13 (2111/ 115 - Elizabeth Savm (Heid in Trust) 7,000.00 PNC Bank all: Iccl cloud 04/16/13 T1r 10 Wells Fargo Bank 0/0 11 1000000012739 2.511.113 0.00 14 403.91 quamaszmu/s ACCOUNTING OF Helen M. O'Gradx FOR THE PERIOD COMMENCING: 04/01/13 THROUGH: 00/22/13 SCHEDULE - Capital Transactions and Adjustments Does not include disli'ibulions. Distnbuliuns are shown on Schedule B. Dale Brie! Descriptions of Transactions Net Gain Ne! Loss Morgan Slanlax Smith Eamax II- 07/05/13 Sid - 1,145.00 Philip Moms In: 5,100.59 $100,046.35 3/31/13 value 3106.15295 07/22/13 Sid - 1,122.00 Morris Inc 359.5956. 3,930.67 $100,059.95 - 3/31/13 value $104,020.62 Distributions per do 7/11/13 (valued a/D 3/31/13) 2000 10 "Tom Meyers - $185,420.00 185,410.00 2000 to Kathleen Osterbuhl - $185,420.00 185,420.00 2000 lo lephan/e Chambers - $185,420,110 185,420.00 2000 to ,Dan Meyers - $105,420.00 185,420.00 Remaining Asset 00/22/13 53300 Philip MorliS lnli Inc 4.551402 3/31/13 value $49,414,451 00/22/13 14.400 Group Inc Stock (valued as 013/31/13)Sha/es distributed per do 7/11/13 3000 3/1le Torn MSVEIS - $103,170.00 103,170.00 3000 to Kathleen Oslerbuhl - $103,170.00 103,170.00 3000 to . .Slephanle Chambers - $103,170.00 103,170.00 3000 to Meyers - $103,170.00 103,170.00 Remaining 5hr bal 2,400.00 Value as 1713/31/13 . . . .. $02,535.00 0/22/13 Value: $00,544.00 1,992.00 TOTAL NET GAINS AND LOSSES 3 0,00 5 1,170,941.00 NET GAIN OR (L055) 5 0.00 1,170,941.05 FurmNdeDfl-Fn-SMI Fawn. . ACCOUNTING S?nvfc 0F Helen M. O'Grady FOR THE PERIOD COMMENCING: 04/01/13 THROUGH: 08/22/13 SCHEDULE - Capital Transactions and Adjustments Does not include distributions. Distributions are shown on Schedule B. Date Brief Descriptions of Transactions Net Gain Net Loss 08/22/13 9,965.00 Mondelez Inc (valued as of 3131/13) Shares distributed per c/o 7/11/13 2000 to Mayers - $61,240.00 61,240.00 2000 Kathleen Osterbuht - $61,240.00 61,240.00 2000 .Stephanie Chambers - $61,240.00 61,240.00 2000 to ..Dan Mayers - $61,240.00 61,240.00 Remaining bal 1,965.00 value as of 3/31/13 $60,168.30 - 8/22/13 value $61,032.90 864.60 08/22/13 3,321.00 Kraft Foods Inc. (valued as of 3/31/13) Shares distributed per 010 7/11/13 700 to Mayers - $36,071.00 36,071.00 700 Kathleen Osterbuht - $36,071.00 36,071.00 700 to ..Stephanie Chambers - $36,071.00 36,071 .00 700 to ..Dan Mayers - $36,071.00 36,071.00 Remaining bal 521.00 value as of 3/31/13 $26,847.13 - 6/22/13 value $27,613.00 765.87 08/22/13 Real Prom Located at: 3742 NW. 5th Avenue, Bong Raton, FL 33432 Adjustment to re?ect the increase in value of ward's real 17,980.00 preperty per the attached Palm Beach Appraisers report. Value $175,701.00 Value $193,681.00 TOTAL NET GAINS AND LOSSES 19,610.47 389,244.00 NET GAIN OR (LOSS) 0.00 369,633.53 Form No. 64.025 - Page 8 01 a FINAL ACCOUNTING ESfA-fg 0F Helen M. O'Grady FOR THE PERIOD COMMENCING: 04/01/13 THROUGH: 08/22/13 SCHEDULE - Assets on Hand at Close of Accounting Period indicate where held and legal description, certi?cate numbers or other informations. Carrying Value Market Value ASSETS OTHER THAN CASH: 1. 2,400.00 Altria Group Stock $35.90 80,544.00 2. 1,965 Mondelez Inc $31.58 61,032.90 3. 521.00 Kraft Foods Group inc $56.45 27,613.00 4. Morgan Stanley Smith Barney a/c 719 - 147723-267 44,862.61 533 Philip Morris $84.17 5. Real Property Located at: 3742 NW. 5th Avenue, Boca 193,681.00 Raton, FL 33432 OTHER ASSETS TOTAL 0.00 407,733.51 CASH: 1. Morgan Stanley Smith Barney a/c 719 - 147723-267 0.48 2. Wells Fargo Checking a/c 5536352734 555.49 3. Wells Fargo Checking a/c 1,366.29 CASH TOTAL 1,922.26 TOTAL ASSETS (entered as Item on Summary) 409,655.77 (Attached are copies of each annual or year-end statement from each depository of all the Ward's cash assets.) Form No. 6-4.025 - Page 7 of For the period commencing 04/01/13 through 08/22/13. . .. Attached are copies of the statements of the decedent's accounts from each of the institutions where the funds were deposited. This ?nal accounting was prepared by Guardian Financial Reporting Services, Denzil Parkes, 1040 Bayview Drive, Ste. 405, Ft. Lauderdale, Florida, 33304. 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 Summary and Schedules 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 April 1, 2013 through August 22, 2013. Signed on this 30th day of August, 2013. c- lil SAVITT, Curator. . 0 . DATED this; day of August. 20l3 at Delray Beach, Florida. L. ASSOCIATES, E-r . . . SllEltl L. HAZELTINE, ESQ Attorney for the Curator, Elizabeth Savitt. Florida Bar No. 0674567 800 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 Telephone: (561)243-4655 Facsimile; (Sol) 243-6933 Form No. (H.025 - Page ll ol?tl IN THE CIRCUIT COURT OF THE IFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA DIVISION: IX CASE NO. IN RE: ESTATE OF HELEN M. PROOF OF SERVICE I, Sheri L. Hazeltine, Esq., certify that a true and correct copy of the Final Accountingofthe Curator for the period April 1, 2013 through August 22, 2013 was transmitted via E-Service on this 30th day of August, 2013 to: Christopher Salivar, Esq. Attorney for Thomas Mayes 10] Plaza Real, Suite 2I8 Boca Raton, Florida 33432 tulip-Iran? hm .hig rum-1n itmistignliisllut .hi,r Daniel Mayes 374?. NW. Avenue Boca Raton, Florida 33431 Ronald Mayes I'mi-jgyudvt'nm . nut Stephanie Chambers l008 Arbor Meadows Derby, Kansas 67037 Kathleen M. Osterbuhr I300 Chesthill Derby, Kansas 67037 lttisturlulhrl .Hulr rt1x_._I_Igt_ DATED this 1 day of August. 2013 at Delray Beach, Florida. By: . SI Ti 1.. l-queltinu. l-lsq. Florida Bar No. 0674567 sheri@hazcltinclaw.com 800 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (561) 243-4655 (Of?ce) (56I) 243-6933 (Fax) Wells Fargo Account Activity I FARGO - - Wells Fargo Business Online":0 I - Account HELEN Accounts TM Summary 9mm! Parr-9 $555.49 Pandan Doblls $0.00 Dopoalw Cradlla $0.00 Awallabla Balance "55.49 Show. [or Last 6 Months Data . Description 1' . Dahlia Dally I 1 Balance Matador-ls Nola: Arnouu may elm-us i No haunollona met your criteria above. :Paacad?nansucllorls 'I?Vhaiamr?' I ?5 gm? - magnum; $555.49 .. Pram cw: :fxsa?? a ms WP sj? 04mm 3 ATT await-11613 ammemr Halon Gamay . $51.34 313,952.29? :?ianaclrr 1m Eda a .9 573.44: ?4.10353: F1 5 K?mu cc I - 04mm fcasneocuecxmoso be H. $2,321.50,- s14.aza.ss 03mm: Halon OGrady . ?5134'; was,on Totals so.oo s1s.m.oo El Equal Hounan Lander 01995 - 2013 Prgo. All rights reserved. ?lo-J. u. a of] Wells Fargo Account Activity cgi 7sessargs=23 . I WELLS 2 21111100 . - Wells Fargo Busmess Onllnef'v Account HELEN M. Accounts 011501111110 Summary 1111911911 $1,300.20 Pending Debits $0.00 Pending Deposit! $0.00 Available Balance $1,388.29 Tm: 2113111111111 Balance ahawn 000110 1111115111 tho moat up-to-dnic Information 0111111111110 011 Th0 balances shown below next to the last transaction of each day do not ru?cct any 011M019 withdmis or mid: on ?posited mm that may have been outstanding on 1100100000111 When the tramctlon posted. it you had insuf?cierl available funds whun the Hawaiian 1:11:10le to roman-01.1111. 11100 111:1r have been 050011500. Transactions Show: for Lasts Month: Date - Description Deposits I Credits Withdrawals (Debits Ending Dally Bellanca Pending fantastical N0 transactions mt you-criteria above. Pound 111mm 00114113 011501? 115 ?e Aging, H, $7,000.00 31,305.29 3 - 00115113 01-150? 113 a 1/711? ?54,5- - ?flu-15.36 $8,368.29 1? 521 2? Fag-115111.. 5+mgc 1:15 stem Ceyvter. 37,519; ?ms. 0212:1110 CHECKII 1011 5- Mary: 575.79- 1111:2311: c1150? 112 :r 0 - a? $75.79 I . u- I - roman-3 5? 10chme Cm ?dr?uad ?mlnd?L 31,275.00 111112113 5 1mm F0005 00111.1 01.10.5000 130025 KRF111000500111 $5.00 $13,330.01112113 3 KRAFT FOODS 001.1111 011/ 0.5000 130020 KRF14003502710 $1,060.50 5 01110113 ALTRIA GROUP mc 0c01001307 130710 0003034232111011 ELIZABETH 00.30000 311373.011125113 ?0111101101110 pm I b? Deans!? I 54.55250; $5,337.52 - 00111111: 2 FPL mam o?arr PYMT 00113 7455017579 HELEN 0101111101! 1 /350.50 ?1 59.50002 1 0111111110 1011501111103 g; 11?, ?1 A 12514:; A ./sra.73 30.9-10.5: 51.1.5? . 11575-321 .17 05114113 I FPL 01111501- DEBIT ELEC PYMT 05.113 515501 1579 HELEN . 521924 5 $10,098.05113110 5 115 pm 5 vidu) . 0194.00 1 310317.20 - 04122115 nEnocrr MADE A 11653550011 49 MM Did 50,000.10 1 $10,511.28 . 01110110 naposrr MADE IN A BRANCHISTORE 111553077392 19 n) C. 5 $2,511.10 v; 52.51110 5 Totals 010.51210 . $17,140.49 1' Equal Housing Lander 0 1955 - 2013 Wells Fauna. All rights reserved. IN THE CIRCUIT CHURT JUDICIAL IN ANDFDE PALM BEACH (HEW. TH RE: ESTATE CIF PROBATE DIVISIDN H. CASE N0. mmarrmm?hw Final fully mutual-u uni-min: mm {am-an m1: Inn-1mm . . - 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 I5 126 IN THE FIFTEENTH JUDICIAL CIRCUIT COURT IN AND FOR PALM BEACH COUNTY, FLORIDA CIVIL DIVISION CASE NO: 502014GA000472 PROBATE DIVISION IB IN RE: THE GUARDIANSHIP OF ROBERT PAUL WEIN, CERTIFIED COPY Deposition of ELIZABETH SAVITT (Vol. II) Wednesday, June 10, 2015 1601 Forum Place, Suite 610 West Palm Beach, Florida 33401 8:46 a.m. 11:04 a.m. Reported by: Suzanne L. Anderson, Shorthand Reporter Notary Public, State of Florida Mudrick Court Reporting, Inc. (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein Page 127 08:46:42-09:09:51 Page 129 1 APPEARANCESbehalf of the Petitioner: 3 (Volume 4 Elder Law Associates, P.A. 4 - - a 5 72? Palm? Park R?adr Suite 101 5 Deposition of ELIZABETH SAVITT, awitness, 6 Ram? F1?nda 33433 6 taken by Counsel for Vita Wein for the purpose of 7 BY: ELLEN 3' ESQUIRE 7 discovery and for use as evidence in the a 8 above-entitled cause, pursuant to notice heretofore 9 0? behalf ?f Vita mi? 9 ?led, before Suzanne L. Anderson, Shorthand 10 Bruce 5- ?seminar 5 A53??iatesr P-A- 10 Reporter, and Notary Public in and for the State of 11 1601 F?rum Placer Suite 51? 11 Florida at large, at 1601 Forum Place, Suite 610, 12 West Palm Beechr Florida 33401 12 West Palm Beach, Florida, on Wednesday, June 10, 13 BY: BRUCE s. ROSENWATER, ESQUIRE 13 2015, commencing at 8:46 a,m_ ?3 MS. MORRIS: Those are the documents that 15 Also present: Jody Rich 15 16 16 you asked for that are separate from the 1'7 17 request to produce you sent, which is not due 18 18 until I think the 14th. These are the 19 19 documents that you asked Betsy for during her 20 20 deposition certain questions. I made a note 21 21 that I would produce them for you. A lot was 22 22 communication with Dan Wein or other -- I think 23 23 it was mostly Dan Wein. You asked for emails 24 24 and other communications, so you have all of 2 5 25 that there. Page 128 09:10:56-09:1 1 :39 Page 130 THEREUPON, 4 EXAMINATIONS Pa 3 ELIZABETH SAVITT, gs 4 being by the undersigned Notary Public ?rst duly 5 Witness: 5 sworn, was examined and testi?ed as follows: 6 ELIZABETH 5 THE WITNESSCONT. DIRECT (ELIZABETH SAVITT) 3 8 BY MR. ROSENWATERthrough this real quick. Your 1? EXHIBITS m? 10 attorney said you provided or she provided some 11 Vita Wein's Exhibits 11 documents that we requested at the last deposition. 12 2? 0f C?unsel 151 12 Those documents that were provided or handed to me 13 21 Documents Produced at Deposition 151 13 was a 1040 U.S. Income Tax Return for Robert Wein 14 22 Emails from Jody Rich to Betsy 190 14 just the ?rst page. Do you know where the rest of 15 Savitt 15 the tax return is? 16 23 Email From Betsy Savitt to Jody 207 16 Can I see 17 Rich 17 MS. MORRIS: Just yes or no. 18 18 THE WITNESS: I'll ?nd it. Yes. Maybe. 19 (ALL EXHIBITS RETAINED BY MR. ROSENWATER.) 19 BY MR. ROSENWATER: 20 20 Q. So you're going to produce it? 21 Certified Question: Page 146, Line 12 21 MS. NO, not necessarily. It may 22 22 be privileged; You asked her if she knows 23 23 where it is. She said yes. 24 24 MR. ROSENWATER: Well, I don't know if 25 25 it's privileged. She provided the ?rst page, Min-?Llw?criptqs Mudrick Court Reporting, Inc. (1) Pages 127 - 130 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Page 131 1 so it's not privileged. 2 MS. MORRIS: That's what we're providing. 3 MR. ROSENWATER: Are you objecting that 4 it's privilege? What's the privilege? 5 MS. MORRIS: I don't know yet. You can 6 send a follow-up request to produce if you want 7 the full tax return. 8 MR. ROSENWATER: We're not going to send a 9 follow-up request. We requested documents pursuant to our duces tecum, and you haven't provided all of the documents. We'll take it 10 11 12 up with the court. 13 MS. MORRIS: I've objected to the whole 14 ?le that you -- and I produced the documents 15 that I felt were not objectionable, Bruce. 16 MR. ROSENWATER: You provide the ?rst 17 page, but no other page of the tax return? 18 MS. MORRIS: That's right. 19 MR. ROSENWATER: We'll bring that up with 20 the court. 21 BY MR. ROSENWATER: 22 Q. You produced some "documents regarding a 23 of A core checking account 3992. It doesn't say 24 whose account it was for. Whose account is this 25 for? Re: guardianship of Robert Paul Wein_ 09:15:31-09:16:19 Page 133 1 A. It's not condo. It's Paraveda. 2 Q. What is Paraveda? 3 A. Paraveda is an investment that Robert had 4 that came duewas sent to Morgan Stanley. 7 Q. Was that an investment or was that a 8 promissory note? 9 A. Investment. 10 (Reporter clari?cation.) 11 THE WITNESS: 12 BY MR. ROSENWATER: 13 Q. Are there any other monies that are due 14 from Paraveda? 15 A. No. 16 Q. Are there any promissory notes entered 17 into with Paravedathere a number of outstanding 20 promissory notes for monies that Robert Wein lent 21 individuals and companies to? 22 MS. MORRIS: Objection. Relevance. Go 23 ahead. 24 BY MR. ROSENWATER: 25 Q. Are there promissory notes? 09:13:33-09i15I14 Page 132 1 A. It's the guardianship account. 2 Q. When was that account opened? 3 A. I'm not sure. 4 Q. Are those complete records for that 5 account? 6 A. Oh, here we go. September 29th. 7 Q. Are those the complete records for this 8 account? 9 A. Yes. 10 Q. And whose handwriting is this on these 11 accounts? 12 A. My assistant. 13 Q. Who is your assistant? 14 A. Kiriam. 15 Q. Who? 16 A. Kiriam. 17 Q. Is that the first name or last name? 13 A. Kiriam Ruiz. 19 Q. On 4/13/2015 there's check number 200 to 20 Morgan Stanley. It says condo for $200,000. Can 21 you explain that entry? 22 A. Can I see it? Ithink condo is a mistake. 23 I'm not sure exactly, but I think this is the 24 Paraveda funds that came back. 25 Q. It's what, for the court reporter? 09:16:25-09:17:04 Page 134 THE WITNESS: Am I supposed to answer? MS. MORRIS: Yes. You can answer. THE WITNESS: There are promissory notes, yes. BY NIR. ROSENWATER: Q. Who are the promissory notes from? MS. MORRIS: I want a standing irrelevant objection to this line of questioning. THE WITNESS: I don't have them. BY NIR. ROSENWATER: Q. Have you made any effort to collect on 12 these promissory notes? 13 A. Yes. 14 Q. What efforts have you done? 15 A. Tried to collect themcollect them? 17 A. They're all different. 18 Q. Tell me. 19 A. Well, they're in the inventory. 20 Q. They're in the inventory that these are 21 monies that are owed to the guardianship, to the 22 ward. But how did you collect them? In the 23 inventory it said -- 24 A. I'm in the process of collecting them. 25 Q. In the process? What are you doing? Have (Om?mthNI-l l-?l-l MinmUH-Scripta?z Mudrick Court Reporting, Inc. (2) Pages 131 - 134 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein 09:17:16-09:18:02 Page 135 1 2 you sent out demand letters? A. I've been calling and speaking to the people that owe the money. 4 Q. And your records re?ect that? 5 A. Possibly. Q. You've been the guardian for almost eight months now. These monies have been due and outstanding since that time. You filed no court action or sent any demand letters to these individuals or companies? MS. MORRIS: Objection. irrelevant and argumentative. You can answer. THE WITNESS: I've done many things to collect these monies. BY MR. ROSENWATER: What are the many things that you've done? Mostly telephone calls. - And your records would re?ect that? Possibly. 21 Q. Have you collected any of these monies? 22 A. Not yet -- that's wrong. I take that 23 back. I have collected some of them. 24 Q. What have you collected? 25 A. The interest from the Copa Cabana loan. to tom-09:20:14?09:21 :23 Page 137 1 for $3,577.50 to Elder Law Associates. Did you get 2 court approval for thatOctober 29th, 2014, you wrote a check 5 to yourself for guardian fees for $3,000. Did you 6 get court approval for that? 7 A. No. a MS. MORRIS: Standing irrelevant objection 9 to all of these questions, please. 10 BY MR. ROSENWATER: 11 Q. On October 22nd, 2014, you wrote a check 12 to Ellen Morris for $1,137.50. Did you get court 13 approvalDecember 15, 2014, you wrote a check to 16 Mitchell Kitroser for $13,972.52. 17 (Reporter clarification.) 18 MR. ROSENWATER: $13,972.52. 19 BY MR. ROSENWATER: 20 Q. Is that correct, you wrote a check to 21 Mitchell Kitroser? 22 A. I did. 23 Q. Was that pursuant to a court order? 24 A. [believe so. 25 Q. Have you paid yourself more than the 09:18:23-09:19:51 Q. Is that note due? A. It's not a -- it doesn't have a due date. I'm collecting interest. MS. MORRIS: There's an irrelevant objection to all of those questions. BY MR. ROSENWATER: Q. On February 18, 2015, check number 182, you paid yourself $5,000 for guardianship fees. Did you get court approval for those fees? A. No. Q. On March 11th, 2015, check number 190 to Elder Law Associates for $4,146.85, did you get 13 court approval for that check? 14 A. No. 15 Q. Have you petitioned the court for 16 guardianship feesyou intend to? 19 A. Yes. 20 Q. When do you intend to do so? 21 MS. MORRIS: Objection. irrelevant. 22 BY MR. ROSENWATER: 23 Q. You can answer the question. 24 A. Idon't know. 25 Q. On November 17, 2014, you wrote a check Page 136 madam->me l-ll-ll-l 09:21 :57-09:22:42 Page 138 1 $5,000 and the $3,000 that I just asked you about? No. Do you have billing records? Yes. Did you bring those? No. . Weren't they asked for at the last 8 (1 position and requested as part of the notice of 9 taking deposition duces tecum? 10 A. Yes. 11 Q. Why didn't you bring them? 12 A. idon't have them ?nished yet. 13 Q. Why didn't you bring what you had 14 completed? 15 A. It doesn't let me do that. 16 Q. You can't print it out? 17 A. I can't print out the incomplete invoice. 18 Q. So from October 2014 to June 10th, 2015, 19 you have not completed one invoice in this case? 20 A. I haven't invoiced for this guardianship 21 yet, no. 22 Q. But you've paid yourself $8,000? 23 A. Yes. 24 Q. What was that based upon? 25 A. What was due and owing at the time I paid dammth Min~U~Script? Mudrick Court Reporting, Inc. (3) Pages 135 - 138 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Pailvllein 092250092142 Page 139 1 it. 2 Q. Off of your billing records? 3 A. Yes. 4 Q. And you can't print a partial billing 5 record? 6 A. Not on my program. '7 Q. What program do you have? 8 A. Rocket Matter. 9 Q. Are you going to provide those records? 10 A. Yes. 11 Q. When are you going to provide those? 12 MS. MORRIS: Subject to any privilege 13 redaction. 14 BY MR. ROSENWATER: 15 Q. When are you going to provide those 16 records? 1'7 A. By the date that they're due. 18 Q. You have a gmail account? 19 A. Yes. 20 Q. And you communicate with Dan Wein via 21 email at Dan Wein's email address: 22 DWein5680@aol.com? 23 A. Yes. 24 Q. And you provided us with copies of emails 25 that you've had with Dan Wein regarding Robert 092523093633 Page 141 1 co-payment. The best approach is to have the 2 marriage annulled and then have her go on Medicaid 3 when all expenses are paid. 4 Did Dan Wein send you this email? 5 A. Yes. 6 Q. Whose idea was it to have the marriage 7 annulled, yours or Dan Wein's? 8 A. Idon't know. 9 Q. You don't know? 10 A. No. 11 Q. Did you have any emails with him or 12 discussions with him prior to this email of 13 November 20, 2014, regarding the annulment of the 14 marriage? 15 A. I'm not sure. 16 Q. Why were these discussions made with Dan 17 Wein regarding Robert Wein's marriage to Vita Wein? 18 A. I'm not sure. 19 Q. Why does Dan Wein have any standing to 20 have this marriage annulled? 21 A. I don't know if he does. 22 Q. Why are you discussing this as the ward? 23 Isn't that information that shouldn't be discussed 24 with the brother, his marriage? 25 A. I can't prevent him from emailing me. 09:23:51-09:25:07 Page 140 1 Wein? 2 A. Yes. 3 Q. The emails that you provided are all of 4 the emails that you've had with Dan Wein since the 5 beginning of this matter? 6 A. Yes. '7 Q. Now, on some of these emails you've 8 redacted information from these emails. Why did 9 you redact the information? 10 A. Because it wasn't speci?c to what we're 11 here for today. 12 Q. What are you discussing with Dan Wein 13 other than Robert Wein? What other matters are you 14 discussing with him? 15 A. His healthcare, ?nances. 16 Q. Robert Wein's healthcare and ?nances? 17 A. Yes. 18 Q. That's not relevant to the guardianship? 19 A. It doesn't have anything to do with the 20 annulment or the trust issues. 21 Q. Dan Wein sent you an email on November 20, 22 2014. The ?rst half of the email is redacted. 23 But it says thereafter: Insofar as Vita, I 24 understand she is on Medicareany doctor that accepts Medicare and pays the 09:26:50-09:27:13 Page 142 1 Q. He emails you on November 20, 2014, at 2 10:00 pm. saying: The best approach is to have 3 the marriage annulled and then have her go on 4 Medicaid when all expenses are paid. Is that 5 correct? 6 A. That's part of that email. '7 Q. What is the rest of the email? 8 MS. MORRIS: Objection. The document 9 speaks for itself. 10 MR. ROSENWATER: She said she's -- 11 BY MR. ROSENWATER: 12 Q. What's the rest of the email? 13 MS. MORRIS: Well, obviously it's part of 14 the email. There's already -- 15 MR. ROSENWATER: She said that's -- 16 MS. MORRIS: -- testimony that there's 1'7 redactions as to the healthcare or other issues 18 that are not relevant to what we're here for. 19 I don't understand the question. 20 MR. ROSENWATER: Can you repeat the 21 question. 22 (The preceding question was read back by 23 the Reporter.) 24 MR. ROSENWATER: Go back to her answer. 25 (A portion of the record was read back by Min?uw?eriptae Mudrick Court Reporting, Inc. (4) Pages 139 - 142 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/ 10/20_15 Re: Guardianship of Robert Paul Wem 09:27:54?09:28:50 Page 143 1 the Reporter.) 2 BY MR. ROSENWATER: 3 Q. What is the rest of the email? 4 A. It's right there. Q. Here. Tell me what is the rest of the email. MS. MORRIS: Objection to anything that's redacted. Obviously she's not testifying to that. BY MR. ROSENWATER: Q. I'm talking about the annulment. A. In the rest of the email he's talking about Vita's social worker at Jewish Home Life in the Bronx, and that social worker told him that Vita was on Medicaid. He wants to know when did she go off Medicaid and back on Medicare, which she says she's presently on. Q. What relevance does that have to do with ward? A. I don?t know. Q. On November 20th Dan Wein emails you about having the marriage annulled. Then on November 21st, one day after that, you email Jody Rich and suggest that Vita -- the best approach is to have the marriage annulled and then have her go back on 10:13qu 09:30:13-09:30:55 Page 145 1 discussions that you had with Dan Wein for the best 2 approach for the marriage to be annulled so Vita 3 can go on Medicaid? 4 A. No. That was concerning Jody's request 5 for health insurance for Vita. 6 Q. So you've never had discussions with '7 Robert Wein prior to January of 2015 -- 8 A. No. Ididn't say that. 9 Q. -- regarding the annulment of the 10 marriage? 11 A. I didn't say that. 12 Q. When did you ?rst have discussions 13 with -- 14 A. I don't remember exactly. 15 Q. Would your -- do you take notes? Do you 16 have notes on the guardianship? 17 A. Some notes. 18 Q. Did you provide those notes? 19 A. They would be in the emails or -- 20 MS. MORRIS: Unless they were objected to. 21 BY MR. ROSENWATER: 22 Q. You have other notes as well, correct? 23 A. No. 24 Q. You don't you visit Robert Weiu on such 25 and such date. You don't take notes on what took 09:29:10?09:29:58 Page 144 Medicaid when all expenses are paid, housing, doctors, hospital, et cetera. Is that correct? A. If that's what you're reading. Q. Well, look at it. A. Yes. Q. So Dan Wein on the 20th tells you that the marriage should he annulled. You email Jody Rich the next day saying, the best approach is to have 9 the marriage annulled. Whose idea was it to have 10 the marriage annulled, yours or Dan Wein's? 11 A. ldon't know. 12 Q. You don't knowyour last deposition you said that 15 Robert Wein wanted his marriage annulled, and he 16 told you in January of 2015. Do you recall that? 17 A. Yes. 18 Q. And you said that was the first time that 19 came up, correct? 20 A. The ?rst time it came up with Robert. 21 Q. So prior to January of 2015, Robert never 22 said anything about his marriage being annulled? 23 A. Ican't remember. 24 Q. Did you have any discussions with Robert 25 prior to January of 2015 regarding these emails and 09:31:09?09:32:09 Page 146 place on that visit? You don't have a journal? A. No. Q. How do you document what took place with the ward if anything needed to be done? For example, you met the ward today. A. It would be in my billing. Q. Your billing records would re?ect conversations or the extent of what was done? 9 A. Possibly. 10 Q. If they're not in the billing records, 11 where would they be? 12 A. Then I probably don't have them. 13 14 BY MR. ROSENWATER: 15 Q. Did you speak with Mitchell Kitroser 16 regarding the annulment of Robert Wein's marriage? 17 A. Yes. 18 MS. MORRIS: Objection. 19 MR. ROSENWATER: What is your objection? 20 MS. MORRIS: Mitchell Kitroser was the 21 attorney for Robert Wein. The attorneylclient 22 privilege extends to ?duciaries. Betsy is 23 Robert Wein's ?duciary. Any conversation that 24 she had with Mitchell Kitroser is privileged 25 attorneyfclient communication. (13405014:th- Min?U~?Script? Mudrick Court Reporting, Inc. (5) Pages 143 - 146 (561) 615-8181 ?mm- Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianshi_p of Robert: Paul Wein Decay-@315 Page 147 1 MR. ROSENWATER: If there's a discussion. 2 I've asked if she had any discussions. That's 3 not privileged. 4 MS. MORRIS: It actually is. 5 MR. ROSENWATER: It is not. 6 MS. MORRIS: It is. And I'm directing you 7 not to answer. 8 IVIR. ROSENWATER: That's not privileged. 9 Again mark that. We'll certify that and 10 bring that up before the court. 11 BY MR. ROSENWATER: 12 Q. So you're not going to testify that you 13 had any discussions with Mitchell Kitroser? 14 A. No. 15 Q. Did you review his report that he ?led 16 with the court? 17 A. I did. 18 Q. Did his report indicate anything about 19 Robert Wein's marriage? 20 A. I can't remember the report exactly. I'd 21 have to read it again. 22 Q. When is the last time you read his report? 23 A. At the very beginning of the guardianship. 24 Q. I'm handing you the report of the court 25 appointed counsel, which was Mitchell Kitroser. 09:34:36-09:35:13 I-II-II-I NI?direct your attention to page ?ve A. You want me to read the whole report? Q. Do you see the stipulation as to the A. The rights that will be delegated to the Q. No. On page ?ve, the stipulation as A. Stipulation, okay, uh-huh. Q. And Mr. Kitroser says that Mr. Wein A. Yes. Q. (Reading) And for the purposes of this Rat?tie 149 ?led any objections with the court? MS. MORRIS: Objection. Argumentative. MR. ROSEN WATER: She can't answer the question. It's amazing. BY MR. ROSENWATER: of the report. Do you have page ?ve? MS. MORRIS: No. He wants you to go to page ?ve. THE WITNESS: Okay. BY MR. ROSENWATER: rights to be removed? guardian. Is that what you're looking at? to -- recalls that he remarried his former wife Vita and wishes to remain married. Have you read that before09:33:29?09:34:16 Page148 1 Have you seen that report before? 2 A. 3 Q. by Mitchell Kitroser, correct? Yes. The report was signed on October 14, 2014, Signed, yes. And you read that report? Yes. Did you have any objections to the report? Not at the time. Do you have objections to the report now? I don't know. I'll have to reread it. You said, not at the time. I mean, either 13 you have objections or not. Have you ?led any 14 objections to the report? 15 A. 16 Q. 17 any? 18 A. 19 if I have an objection. 20 Q. 21 A. 22 since beginning of the guardianship. 23 Q. 24 beginning of the guardianship. But you're saying 25 you may have objections to it. But you haven't No. What are your objections to the report, if I would have to reread it and let you know Wouldn't you know now? No. I don't know. I haven't reread it So you haven't looked at it since the 09:35:32?09:36228 A. Yes. Q. When Mr. Kitroser ?led this report, did A. No. Q. Do you object to his statement that A. Do I what? Q. Do you have an objection to his statement A. I don't have an objection to what he's 15 Q. And he was the court-appointed attorney 16 for the ward, correct? 17 A. Yes. Q. And your petition to annul is based upon Page 150 hearing in this matter, Mr. Wein states that he no longer has the need to marry in the future and has no need to retain this right. Correct? you ?le any objections to that? Mr. Wein wishes to be remain married to his wife? that Mr. Wein wishes to remain married? saying. statements that Robert Wein made to you? MS. MORRIS: It's a petition for authority to annul. Let's just be clear what we're on. This is not the annulment petition. It's a petition for authority to annul. MR. ROSENWATER: I understand that. But I'm trying to ?nd out why there's even a basis indlw?cript?f?? Mudrick Court Reporting, Inc. (6) Pages 147 - 150 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein Basses-09:39:26 Page 151 1 for authority to annul. 2 BY MR. ROSENWATER: 3 Q. What is your basis for ?ling this 4 petition? 5 A. Conversations with Mr. Wein. 6 Q. And Mr. Wein has said to you, I don't want 7 to be married to Vita Wein? A. Correct. 9 Q. When were those conversations? 10 A. I don't have the exact date. 11 MR. ROSENWATER: Let's enter this as 12 Exhibit -- 13 (Off-the?record discussion.) 14 (Vita Wein's Exhibit 20, Report of 15 Court-Appointed Counsel.) 16 MR. ROSENWATER: Let's mark as Composite 17 Exhibit 21 the additional documents that were 18 produced today. 19 (Vita Wein's Exhibit 21, Documents 20 Produced at Deposition.) BY MR. ROSENWATER: Q. Has Robert Wein ever had any recent discussions with you stating that he wanted to remain married? A. He called me on the telephone. 21 22 23 24 25 09:40:53-09:41 :34 Page 153 1 correct? 2 A. Yes. 3 Q. And on May 20th did he have discussions 4 with you regarding his marriage to Vita? 5 A. It wasn't a discussion, no. 6 Q. Did he say anything to you about his 7 marriage being annulledsay that he wanted to be marri?d to 10 Vita? 11 A. Possibly. 12 Q. Well, what did he say to you? 13 A. I don't have it written in front telephone conversation on 15 May 20th with Robert Wein. You didn't yisit him on 16 that day. Would it be re?ected in your billing 17 records? 18 A. Yes. 19 Q. So your billing records would indicate 20 what you talked to Robert Wein on May 20th about, 21 correct? 22 A. Or my notes. 23 Q. So you have notes as well. Where do you 24 take notes? 25 A. On my Rocket program. 09:39:46-09:40:42 When? The day after our deposition. And what did he say? He said -- I don't know exactly. Why did he call you? I'm not sure. What did you say to him? I just listened to him. You didn't say anything to him? I asked him who was there. Who did he say? . He said Jody and Vita. 13 Q. And what else? That's it? That was your 14 whole conversation? 15 A. No. It wasn't the whole conversation. 16 Q. What else did you speak with Robert on Page 152 NHO 17 that day. And that would be May 20th, correct, 18 because your deposition was taken on May 19th? 19 A. Yes. 20 Q. So it was approximately a little less than 21 three weeks ago? 22 A. Yes. 23 Q. So Robert Wein called you on May 20th. 24 And he said he -- he asked you. Strike that. 25 Robert Wein called you on May 20th, 09:41 :43-09142117 Page 154 1 Q. Is that connected with your billing 2 program? 3 A. Yes. 4 Q. So when you print your invoice, your notes 5 would come up as well? 6 A. No. I have to print my notes. 7 Q. So your notes are separate? You don't 8 have to finalize your billing to print your notes, 9 correct? 10 A. Correct. 11 Q. Did you bring your notes on the 12 guardianship ?le with you today? 13 A. No. 14 Q. Why not? 15 A. Because I haven't printed them yet. 16 Q. Weren't you asked for that at your last 17 deposition? 18 A. Yes. But I haven't ?nished it yet. 19 Q. Did you say you were going to produce them 20 at the deposition with the emails and the billing 21 records? 22 A. No. I said I would produce them when they 23 were due. 24 Q. I don't think so. 25 A. Well, I produced all of the emails. Min~U-Script? Mudrick Court Reporting, Inc. (7) Pages 151 - 154 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re:_ Guardianship of Robert Paul Wein 20 discussion? You responded to him, correctjust said, hello, Betsy, this is Robert 23 Wein? 24 A. (Nodding head.) 25 Q. And you just sat there shaking your head bakes-09:43:10 Page 155 09:44:07-09:45:04 Page 157 1 Q. You knew your deposition was renoticed for 1 and didn't respond? 2 June 10th, and the purpose of renoticing the 2 A. Yes. He gave a speech. 3 deposition was to go over the documents that were 3 Q. You said nothing? 4 requested, right? 4 A. Not until he was done. 5 A. Correct. 5 Q. What did you say when he was done? 6 MS. MORRIS: Objection. Argumentative. 6 A. I said, who's there with you. 7 BY MR. ROSENWATER: 7 Q. Other than that, what did you say? 8 Q. I guess we're going to have to continue 8 A. That's it. 9 your deposition again because you haven't provided 9 Q. Did you discuss Larry Wein with him? 10 the records. Is that okay with you? 10 A. I don't think so. 11 A. No. 11 Q. Would your notes re?ect that? 12 Q. Are you going to provide the records? 12 A. They would. 13 A. Yes. 13 Q. You said he gave a speech. What was the 14 MS. MORRIS: They're due on the 14th., You 14 speech that he gave to you? 15 served your notice prior and asked for 15 A. Somethmg about, i don't want to change 1 6 documents before your request for production 16 anything. 1'7 due date. We gave you professional courtesy 17 Q. Meaning his estate documents? 18 and produced whatever we could produce before 18 A. I don't know what he meant. 19 that time. We ?led an objection to your duces 19 Q. And then after this discussion on 20 tecum in your depo, which was overbroad, and 20 May 20th, did you have any other discussions with 21 we'll produce whatever we're not objecting to 21 Robert Wein regarding the annulment of his marriage 22 according to your request for production. 22 or his estate documents? 23 MR. ROSENWATER: You had a notice of 23 A. He called again with Vita from Vita's 24 taking deposition pursuant to the guardian's 24 phone. And I have to look to see exactly what he 25 deposition. You were supposed to provide those 25 said. 09:43:20?09s43:57 Page 156 09:45:15-09:45:56 Page 153 1 documents unless you had an objection. You 1 Q. You don't know what he said? 2 didn't object to the billing records. You said 2 A. Well, he said something about, I want to 3 you were going to provide the billing records. 3 pay for Vita. 4 MS. MORRIS: We objected in total to your 4 Q. And what did you say to him? 5 notice as over-broad. 5 A. I don't remember. 6 MR. ROSENWATER: We'll ?le a motion. 6 Q. And when was that conversation? 7 MS. MORRIS: Go right ahead. File 7 A. Sometime after the ?rst conversation. 8 whatever you want. 8 Q. So it was sometime after May 20th? 9 MR. ROSENWATER: You guys don't provide 9 A. Yes. A couple days later. 10 anything. 10 Q. So less than two weeks ago? 11 BY MR. ROSENWATER: 11 A. Yes. 12 Q. So on May 20th you had a discussion with 12 Q. And you don't recall the conversation? 13 Robert Wein. You don't recall what was discussed 13 A. I don't recall exactly the conversation. 14 in this conversation? 14 Q. Well, can you paraphrase the conversationIjust did. 16 Q. What was discussed? 16 Q. What do you recall of the conversation? 17 A. He called and he spoke. We didn't discuss 1'7 A. I just paraphrased it. 18 anything. 18 Q. Just that I want to pay for Vita? 19 Q. Well, when someone calls, isn't that a 19 A. I want to pay for Vita. I want to leave 20 everything as it. 21 Q. Were there any other conversations with 22 Robert after that conversationother telephone conversations? 25 A. No. Min~U~Script? Mudrick Court Reporting, Inc. (8) Pages 155 - 158 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein ceases-09:46:39 a Page 159 Did you meet with him? Yes. When did you meet with him? I'll provide you with that date. You don't have that? Not on me, no. Approximately? Approximately sometime between then and now. 10 Q. When is then? 11 A. The last deposition. 12 Q. Well, it had to be after May 20th, 13 correct? 14 A. Yes. It was after May 20th, correct. 15 Q. And then a few days after that you had a 16 conversation with him, you said, a telephone 17 conversation? 18 A. Right. 19 Q. It was after that conversation, correct? 20 A. I'm not sure. 21 Q. You don't review your notes and records 22 before you come to these depositions? 23 A. It could have been before that. Was 24 busy copying the emails. 25 Q. How many guardianships do you have right 09:47:41 -09:48:20 Page 161 1 You asked what do they involve. 2 MR. ROSENWATER: I said, what other 3 records are you working on, what other cases do 4 you have. 5 MS. MORRIS: She said six. 6 MR. ROSENWATER: Six guardianships. She '7 said she was busy and had other matters and she hasn't -- 9 MS. MORRIS: What types of other cases? 10 MR. ROSENWATER: Yeah. What types of 11 other cases. 12 MS. MORRIS: Okay. You can answer that. 13 THE WITNESS: Ihave guardian advocates. 14 BY MR. ROSENWATER: 15 Q. What is a guardian advocate? 16 A. Oh, boy. A guardian advocate is different 17 from a regular guardianship. It deals with people 18 who are incapacitated from birth. 19 Q. How many cases do you have? 20 A. I don't know exactly. 21 Q. Approximately. 22 A. Three. 23 Q. What other matters are you handling? 24 A. Special needs trusts. 25 Q. How many special needs trusts are you 09:46:49-09:47:35 Page 160 1 now? 2 A. I. don't know exactly. 3 Q. What about approximately? A. Ihave all different things. Ihave trusts. have full plenary guardianships. I have guardian: advocates. They're all different. When you say "guardianships," guardianships, [don't have very many. Q. How many, less than ?ve? 10 A. Six. 11 Q. These are six ongoing guardianships? 12 A. Yes. 13 Q. You're court appointed for each of them? 14 A. Yes. 15 Q. What other matters are you working on? 16 MS. MORRIS: Objection. Irrelevant. 17 Don't answer. 18 MR. ROSENWATER: it's not. 19 MS. MORRIS: I'm instructing her not to 20 answer, Bruce. Move on. 21 NIR. ROSENWATER: It's relevant because 22 she's not recalling anything. I want to know 23 how busy she is. She can't provide these 24 records. 25 MS. MORRIS: That's not what you asked. ?Dm?JmU'Id?h 09:48:33-09:49:35 Page 162 1 involved in? 2 A. Five. 3 Q. Any other matters you're presently working 4 on? 5 A. Estates. 6 Q. Estate what? 7 A. Personal representative. 8 Q. How many estates? 9 A. Two. 10 Q. Court appointed? 11 A. Yes. 12 Q. Any other mattersNovember 28th, 2014, you have an email 15 with Dan Wein regarding the eviction of Larry Wein. 16 Is that it? 17 A. Yes. 18 Q. Yes? Correct? 19 A. Yes. 20 Q. Why did you get involved in Larry Wein's 21 eviction? 22 A. Bob asked me to. 23 Q. Those are in your notes? 24 A. No. 25 Q. Larry Wein is an adult, right? Min-U-Script? Mudrick Court Reporting, Inc. (9) Pages 159 - 162 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/ 10/2015 Re: Guardianship of Robert Paul Weln Rheum-09:51 :34 Page 163 09:52:58-09:53:40 Page 165 1 A. Yes. 1 Q. The annulment and amending the estate 2 Q. Again, in this email on Friday, 2 documents? 3 November 28th, Dan Wein says: Bob's marriage documentation. 4 Vita has to be annulled. I prepared a brief 4 Q. What documentation does he have? 5 delineating the reasons to annul the marriage and 5 A. Whatever he's given us. 6 reversed, revised and restated trust of 6 Q. What has he given you? I'm asking you. '7 August 25th, 2014. I will email the brief to you 7 A. Anything we have that came from Dan, 8 within a day or so. 8 documentation, or Jody. I started the guardianship 9 Did you provide that brief? 9 with nothing, 10 A. I believe so, yes. 10 Q. So you started the guardianship with 11 Q. So Dan Wein emails you on Wednesday, 11 nothing and Dan Wein and Jody Rich provided you 12 December 3lst, 2014: Have you made progress on the 12 with documentation? 13 reversal of the trust and annulment of the 13 A. Correct. 14 marriage. Was my brief of any help to you? 14 Q. When you went to court the ?rst time 15 IS he telling you what to do regarding 15 regarding this matter, did you meet with Jody Rich? 16 this guardianship? 16 A. Imet her, yes. 1'7 A. He's sending emails. 17 Q. Did she provide a package to you? 18 Q. You're aware that Dan Wein took out a 18 A. Sometime later she sent a package. 0 large amount of money from Robert Wein's accounts 19 Q. What was in the package? 20 prior to this guardianship? Are you aware of that? 20 A. I don't recall exactly. I have ?le. 22 Q. Bob Wein never told you that? 22 Q. Was it the estate documents for Robert 23 A. No. 23 Wein? 24 Q. No one ever told you that? 24 A. Some of them, yesyour last deposition you said that 09:51 :41-09:52:47 Page 164 09:53:54?09:54:57 Page 166 1 Q. Did Jody Rich tell you that? 1 Ellen Wein provided -- Ellen Morris provided these 2 A. No. 2 documents to you. Who provided the estate 3 Q. Jody Rich never said that? 3 documents for Robert Wein to you, Jody Rich or 4 A. No. 4 Ellen Morris? 5 Q. Didn't she give you a note telling you 5 A. Well, there are lots of estate documents, 6 about that? 6 so I don't know which ones you're asking about. '7 A. What are we referring to? '7 Q. At some time Jody Rich provided these 8 Q. That Dan Wein took a large amount of money 8 documents to you, estate documents? 9 from Bob Wein? 9 A. Correct. Correct. 10 A. A large amount of money? How much money 10 Q. And you're aware that she had these estate 11 are we talking about? 11 documents? 12 Q. $100,000. 12 A. Ihave to look in the ?le to see which 13 A. No. I didn't hear that. 13 ones she had. I'm sure she had -- I know she had 14 Q. Did you know that Dan Wein tried to take 14 the second trust. 15 $200,000 after his power of attorney was revoked 15 Q. Did you ever ask her how she got these 16 from Robert Wein's account? 16 estate documentsdon't think so, no. 18 Q. Do you feel it's appropriate to talk to 18 Q. Your attorney is alleging that these 19 Dan Wein regarding these issues? 19 documents are privileged? 20 A. What issues? 20 A. Correct. 21 Q. His annulment and ?nancial issues? 21 Q. You sent an email to Dan Wein on January 22 A. need to. 22 30, 2015. It says: I hear you, and I'm making an 23 Q. Why do you need to Speak to him regarding 23 appointment with Bob to take him to see my 24 these issues? 24 attorney. I will let you know when. I had a very 25 A. Which issues? 25 nice call with Bob. He said nice things about you. Miri~U~??eript? Mudrick Court Reporting, Inc. (10) Pages 163 - 166 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein 09:55: 1 0?09z56111 Page 167 Do you recall this email? Yes. What did Bob say? in his conversation with me? Yeah, on January 30th, 2015. He said that he loved his brother and he wanted to redact anything negative he's ever -- he has said to anyone about his brother. Q. So you can remember this conversation on January 30th, 2015, which was almost six months ago, but you can't recall your conversation last week with Bob Wein? MS. MORRIS: Objection. Argumentative. Stating facts not in evidence. That's not what she testi?ed to. BY MR. ROSENWATER: Q. You say: I'm making an appointment with Bob to take him to see my attorney. What were you taking Bob to see the attorney for? A. He wanted to annul the marriage and change his trust documents. Q. This was after he was already determined to be incapacitated and show that he had dementia, correct? A. Correct. 09:58:02?09:58:47 Page 169 1 those testimonies from the two people -- 2 MS. MORRIS: They're right here. Hang on. 3 THE WITNESS: his two friends and 4 then 5 MS. MORRIS: Hang on. 6 THE WITNESS: (Inaudible.) 7 THE REPORTER: I can't hear what you're 8 saying. 9 MS. MORRIS: I don't know that this needs 10 to be on the record. 11 MR. ROSENWATER: It does. 12 MS. MORRIS: You want this on the record? 13 MR. ROSENWATER: Yeah. 14 MS. MORRIS: Okay. I'm ?nding the 15 af?davits that are the additional documents 16 for her and handing them to Bruce. 17 MR. ROSENWATER: Or throwing them. 18 BY MR. ROSENWATER: 19 Q. Who had these af?davits prepared? 20 A. Idon't know. 21 Q. Did you instruct Dan Wein to get these 22 af?davits preparedDan Wein on his own got these 25 af?davits from these individuals? 1 2 09:56:20-09:57:49 Page 168 Q. He didn't have the ability to contract? A. Correct. Q. And you're trying to set aside the 2014 amendment because he didn't have the capacity to enter into those documents; is that correct? MS. MORRIS: Objection. That is misstating facts in evidence. That's not what the petition says. BY MR. ROSENWATER: Q. There's an email from Dan Wein to you on Monday, February 9, 2015. It says: Attached are some documents I meant to give you this afternoon. They are ?les, an email from Mitch Kitroser, which of course was not paying Vita's attorney and two separate af?davits which support the annulment of Bob's marriage to Vita. Do you recall that email? A. Yes. Q. Did you attach those documents? A. Yes. Q. Can you show me where they are? MS. MORRIS: Let me look. It will probably be easier. THE WITNESS: I wrote back and sent them yesterday. These additional documents were Mime??Swims Mudrick Court Reporting, Inc. 09:59:00-10201 :48 Page 170 1 A. I don't know who got them. 2 Q. Dan Wein provided these documents to you, 3 correct? 4 A. On this day he did, yes, February 9th. 5 Q. And there's also an email from Mitch 6 Kitroser on February 9th. Do you have that email 7 from Mitch Kitroser? 8 MS. MORRIS: This is an email from Mitch 9 Kitroser that's dated October 13th, 2014. 10 Here's another email that's part of an email 11 string where there's an email contained from 12 Mitch Kitroser in it dated somewhere also in 13 October. Those are the only emails that you 14 have. 15 BY MR. ROSENWATER: 16 Q. So the two emails that were handed to me 17 by your attorney from Mitch Kitroser, are those the 18 emails that were attached to this email of 19 February 9th that Dan Wein provided to you? 20 A. I don't know exactly. I can look it up 21 again. 22 Q. Did you speak with Larry Wein regarding 23 his af?davit that he ?ledparagraph three Larry Wein states: My (11) Pages 167 - 170 (561) 615-8181 Min: lJ~ Station?) 10:02:58-10:03:55 Elizabeth Savitt - - Vol. 2 - 06/10/2015 _Ri: _Guardianship of Robert Paul Wei_n Page 171 father has been manipulated, coerced and exploited by his caretaker, Delores Bryant, my mother Vita and other third parties such as Jody Rich. You never spoke to him about this? A. No. Q. You didn't think it was important to speak to him about this? MS. MORRIS: Objection. Argumentative. Asked and answered. BY MR. ROSENWATER: Q. Did you think it was important to speak with these individuals regarding the allegations made by Robert Wein's son? 14 A. I've never spoken to Larry Wein. 15 Q. You've never spoken to him? 16 A. No. 17 Q. Does Larry Wein have any type of mental issues? 19 A. Yes. 20 Q. Do you know what they are? 21 A. Not exactly. 22 Q. How did you find out about his mental issues? 24 A. From his family members. 25 Q. What did they tell you about Larry Wein? 1 A. That he has mental issues. 2 Q. Are you relying on his af?davit in this 3 case? 4 A. That's a legal question. Ican't answer. 5 Q. Do you know who had strike that. 6 This af?davit of Eugene Kaplan, did you 7 speak with Mr. Kaplan? A. No. 9 Q. This af?davit of, the ?rst name is 10 last name J-A-I-K-A-R-A-N, have 11 you spoken with this individualcorrect? 19 A. Yes. 20 Q. He provided the marital settlement 21 agreement to you that was entered into evidence as 22 the last exhibit? 23 A. Yes. 24 Q. And has he provided you with any other 25 documents regarding Robert and Vita's marriage? No. Do you know who this individual is? A friend of Robert's. Do you know who Eugene Kaplan is? Another friend of Robert's. Dan Wein provided those af?davits to you, Page?1?; 10:04:09-10105207 Page 173 1 A. No. [don't believe so. 2 Q. Did he provide you with the marriage 3 license? 4 A. I don't think he did, no. 5 Q. Where did you obtain that document from? 6 A. From the courthouse, the clerk of court. '7 Q. The marriage license, did you speak to the 8 individual who performed the ceremonybelieve you've also attached to your 11 amended petition to appoint an attorney to annul 12 the marriage a marriage license application? 13 A. Yes. 14 Q. Who provided that application to you? 15 A. The clerk of court. 16 Q. When did you obtain that license? 1'7 A. I don't have the datethe court directly and get 19 it? 20 A. Yes. 21 Q. Did you discuss that application with 22 Robertthe inventory that you prepared on 25 behalf of the ward, you indicated there's numerous ?Page 174 individuals that have outstanding obligations to the ward, correct? MS. MORRIS: Objection. Irrelevant. You can answer, Betsy. THE WITNESS: Yes. There are people that have monies owed. BY MR. ROSENWATER: Q. I believe Eugene Kaplan was one of the individuals that owes Robert money, correct? 10 A. Yes. 11 Q. Have you made any efforts to contact 12 Mr. Kaplan to collect these monies? 13 MS. MORRIS: Objection. Irrelevant. 14 THE WITNESS: Yes. 15 BY MR. ROSENWATER: 16 Q. What did you do? 1'7 A. Telephone calls. 18 Q. Did you send any demand letters? 19 A. No. 20 Q. Has Mr. Kaplan made any paymentsyou know how much money he owes Robert 23 Wein? 24 A. No. 25 Q. You provided an email. I guess it was 03-40101-5me Mudrick Court Reporting, Inc. (12) Pages 171 - 174 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Pa'ul Wein 10:07:56-10:10:15 Page 175 1 from Ellen Morris to Mitchell Kitroser regarding 2 the Wein guardianship dated October 14, 2014. In 3 that email Ellen Morris states to Mitch Kitroser: 4 She maintains that Robert continues to say he wants 5 to live with and take care of Vita. 6 Is the "she" you? 7 A. Can I see it? Yes, that is me. a Q. So Robert was telling you in October 9 of 2014 that he wanted to remain married to Vita, correct? A. I think that he wants to continue taking care of her. Q. And he told you that last week or a few 14 weeks ago according to you, correct? 15 A. Yes. 16 Q. On February 11th, 2015, you get an email 10 11 12 13 17 from Dan Wein and it says: Betsy, attached are the 18 cogent, ethical and ?duciary arguments to annul 19 the marriage. 20 Can you provide those to me? I don't see 21 where those are. 22 MS. MORRIS: They're there. 23 BY MR. ROSENWATER: 24 Q. So at your last deposition you said that 25 you met with Bob and yourself and Ellen Morris on 10:11:56-10:12:47 Page 177 1 statements that -- 2 Q. Took place in the presence of yourself and 3 Ellen Morris. 4 MS. MORRIS: Betsy, just put that down and 5 answer his question. 6 THE WITNESS: I'm not sure exactly. 7 BY DIR. ROSENWATER: a Q. How would Dan Wein know that Bob made a 9 statement on February 9, 2015, to Ellen Morris that he wanted to stay married to Vita? A. I may have paraphrased our meeting. Q. So you discussed attorney/client privilege documentations to a person that's not a party to this? A. No. I paraphrased it. Q. You said that Bob made statements that he wanted to stay married to Vita. MS. MORRIS: Objection. That's what Dan said. BY MR. ROSENWATER: Q. You're saying that Dan is incorrect when he's saying this to you? 23 A. Yes. He writes a lot of incorrect things 24 there. 25 Q. How do you know what?s true and what10:10:34-10:11:34 Page 176 1 February 9th, 2015, and Bob wanted his marriage 2 annulled, correct? 3 A. Yes. 4 Q. But this letter or email that Dan Wein 5 sent to you states: He was coerced by Vita and 6 Jody into a marriage he would never have partaken 7 in if he were not in a demented state. Bob's 8 statement on February 9, 2015, to Ellen Morris, 9 Esquire, that he wanted to stay married to Vita was in variance to the statements made by Bob to me on numerous occasions that he did not want to stay married. Is that a true and correct statement? A. From Dan? Q. Yes. A. It appears to be. Q. So you were discussing with Dan Wein statements that Bob made to you and Ellen Morris, correct? A. Let me see the email again. What was your question again? Q. I asked if you were discussing statements 23 with Dan Wein that were made between you and Ellen 24 Morris and Robert Wein? 25 A. If I was discussing with Dan Wein Page 178 10:12:58-10:13:55 1 correct when he tells you stuff? 2 MS. MORRIS: Objection. Relevance as to 3 what Dan says that's true or not. 4 BY MR. ROSENWATER: 5 Q. Well, you're using Dan's information to 6 help you with your petition. 7 MS. MORRIS: Objection. That's actually 8 contrary to the testimony that was given. 9 MR. ROSENWATER: Not contrary. You can 10 question her. You have the right to 11 cross-examine her. You don't have the right -- 12 ?le a legal objection. But speaking 13 objections aren't proper. You can't comment on 14 the question. If you have an objection to it, 15 state your objection. You're coaching your 16 witness. 17 BY MR. ROSENWATER: 18 Q. On February 9th, 2015, did Bob make a 19 statement to Ellen Morris that he wanted to stay 20 married to Vita? 21 A. I'm not sure exactly. Q. Was Dan present at the meeting with you and Ellen Morris and Bob? A. No. Q. Was anyone else there besides you, Bob and U159.) Min-U Signat?i Mudrick Court Reporting, Inc. (13) Pages 175 - 178 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 1o:14:12-1o:15:597 Ellen Morris? A. No. Q. Where would Dan Wein get this information that Bob made a statement on February 9th, 2015, to Ellen Morris that he wanted to stay married to Vita? A. I don't know. Q. So according to Dan Wein on February 9, 2015, Bob wanted to stay married to Vita; is that correct? A. That's what Dan said. Q. In October of 2014 Bob states and emails and discusses that he wants -- strike that. On October 14th your records indicate that Robert Wein indicated to you that he wanted to stay married to Vita, correct? A. What's that, in an email? Q. Yes. A. Which one? Q. An email from Ellen Morris to Manny Kushner that we went over. It says: She maintains that Robert continues to say he wants to live with and take care of Vita? A. Wants to live with and continue paying her bills. Page 179 {Dmda?tl'IbUNH Re: Guardianship of Robe?rtPaul Wein Io:1e:54-1o:1331 [Ea 181'" 1 A. Idon't know. 2 MS. MORRIS: Objection. Asked and 3 answered. 4 BY NIR. ROSENWATER: 5 Q. Dan was present at Ellen Morris's of?ce 6 on that date, correct? 7 A. He drove Bob. 8 Q. Did you speak with Dan after this meeting? 9 A. I'm sure I spoke with him after the 10 meeting at some point. 11 Q. In May again, May of 2015, Bob called you 12 at least on two occasions recently you told us 13 stating that he wants to be married to Vita and 14 take care of her, correct? 15 A. He stated that he wanted to keep things the same, and he wanted to continue paying for Vita. 18 Q. And as the guardian for the ward, don't 19 you have the best interest of the ward? 20 A. Yes. 21 Q. And if the ward wants something, isn't 22 that what you're supposed to provide? 23 A. Possibly. 24 Q. So are you going to provide -- are you 25 going to honor Bob's wishes to take care of Vita? 16 1'7 Page 130 MS. MORRIS: You said that was an email to Manny Kushner. Isn't that an email to Mitch Kitroser that you read prior? MR. ROSENWATER: No. It's an email from you to -- strike that. It was to Mitchell Kushner (sic) and Manny Kushner. MS. MORRIS: Cc'd Manny, I think. MR. ROSENWATER: No. It was to -- MS. MORRIS: That's ?ne. I just wanted to make sure I'm thinking about the same email that you're talking about. BY MR. ROSENWATER: Q. And then on February 9th it appears that Bob Wein told you that he wants to remain married 15 to Vita, correctthis is incorrect? 18 A. That's what Dan said. 19 Q. Dan wasn't present at the meeting, 20 correct? 21 A. Dan writes a whole long email. I can't 22 verify what Dan said was true or not. 23 Q. Well, where would he get this information 24 of what Bob's statements were on February 9th 25 regarding his marriage? l-Il-?l-ll-IH thI-Io Min - 11- Scripts:- 10:18:15-10:19:04 Page 182 1 A. If it's in his best interest. 2 Q. Are you going to dismiss your petition to 3 appoint an attorney to annul the marriage? 4 A. No. 5 Q. But Bob told you -- you're saying it's not 6 in Bob's best interest to remain married to Vita? 7 A. That's a legal question. 8 Q. Well, you're the guardian. 9 A. But it's a legal question. 10 Q. A legal question is it's in the best 11 interest that someone is going to be married to 12 someone? 13 A. It's a legal question that we're asking 14 the judge to decide. 15 Q. But Bob has told you. Your ward has 16 indicated to you on numerous occasions that he 17 wants to remain married to Vita and take care of 18 her. 19 A. He wants to continue paying for her. He 20 doesn't care if he continues paying for her or not. 21 It doesn't make any difference to him. 22 THE REPORTER: He doesn't care if he 23 continues paying for her or not? 24 THE WITNESS: Yeah. 25 BY MR. ROSENWATER: Mudrick Court Reporting, Inc. (14) Pages 179 - 182 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein_ 10:?:12?1o?20:13 Page 133 Q. You also want to amend his estate documents based upon statements he's made to you, correct? A. Yes. Q. Have you ever asked him if he was happy being married to Vita? 7 A. Yes. 8 Q. What did he say? 9 A. He doesn't care. 10 Q. Have you ever asked him, do you want to 11 remain married to Vita? 12 A. Yes. 13 Q. And what has he said? 14 A. No. 15 Q. And when did he say that? 16 A. When I talked to him in I don't know 17 the date. I have to look it up. 18 Q. You've asked him if he wanted to remain 19 married, and he says no. And he calls you and 20 says, I want to remain married to Vita. So he 21 keeps changing his mind, correct? 22 A. You could see it that way. 23 Q. So basically he could change his mind 24 depending on who asks the question and the date or 25 time, correct? 10:20:19-10:21:50 Page 184 1 A. Possibly. 2 Q. At this point he's suffering from dementia, correct? A. Yes. Q. And he doesn't have the ability to make decisions regarding his marriage or his trust documents, correct? A. That's a legal question. Q. I think at your last deposition didn't you testify that Bob has suf?cient assets to support him and his wife for the remainder of his life? A. Yes. Q. So what's the problem with him supporting his wife for the rest of his life? A. I don't know. Q. Has Dan Wein provided you with a ?nal judgment of dissolution of marriage for Bob Wein's and Vita Wein's marriage that took place? 19 A. No. 20 Q. Have you researched that? 21 A. Yes. 22 Q. Have you found the ?nal judgment of 23 dissolution of marriage? 24 A. No. 25 Q. When you say you researched it, what have (10:22:01-1o:22:42 ?age 185?" 1 you done? 2 A. Wrote made telephone calls and wrote 3 letters. 4 Q. To who? 5 A. New York. 6 Q. Did you get back any letters from the '7 state of New York? 8 A. I got back one. 9 Q. Was that produced? MS. MORRIS: No. It's not in the 10 11 production. We'll produce it. 12 BY MR. ROSENWATER: 13 Q. That letter indicated -- 14 A. Ithink I sent it yesterday. 15 MS. MORRIS: I haven't seen it yet. 16 BY MR. ROSENWATER: 17 Q. The letter indicated that they have no 18 records that Robert and Vita Wein were ever 19 divorced? 20 A. Yes. 21 Q. Yes. They have no records? 22 A. Yes. They have no records. 23 Q. Did you ask Dan Wein when Robert and Vita 24 Wein were allegedly divorced? 25 A. Yes. 10:22:50-10:24:02 Page 186 1 Q. What did he say? 2 A. Ican?t remember. 3 Q. How does he knowhad any records or any knowledge of that? 5 A. Ask Robert? 6 Q. Ask Dan Wein. '7 A. Oh, Dan. Dan doesn't know either the exact daterecords, correctStacy Wein? 12 A. Dan's daughterLarry's sister. 15 Q. Why are you communicating with Stacy Wein? 16 A. I don't speak to Larry, so I've had some 17 communication with her concerning Larry. 18 Q. And it says she sent you an email on 19 Thursday, April 9th, 2015: Unfortunately Larry was 20 taken to the hospital again yesterday from the 21 shelter. They say if he's disruptive one more 22 time, he will be kicked out of the homeless shelter 23 and really be homeless. 24 What did you do in response to this email? 25 A. I'm not sure. Min -- U- Sniping} Mudrick Court Reporting, Inc. (15) Pages 183 - 186 (561) 615-8181 Elizabeth Savitt - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein 102424402552? Page 187 10:28:32-10:29:20 Page 189 1 Q. And it says: If Vita through Jody did not 1 addition, I do not think it's appropriate for Dan 2 evict Larry, he would still be paying the mortgage 2 Wein to be discussing Bob's ?nances or any related 3 as he has always had and she would be collecting 3 business? 4 the approximately $3,000 a month. 4 A. Correct. 5 Did you ever ask Vita whether Larry was 5 Q. It says: My understanding is that Dan 6 paying the mortgage? 6 continues to upset Bob, speaking about his son 7 A. Yes. 7 Larry in such drama. 8 Q. What did Vita tell you? 8 Have you had discussions with Bob 9 A. She said she wouldn't discuss it. 9 regarding that at that point in November? 10 Q. Did you ask Jody if Larry was ever paying 10 A. There's been discussions about Larry all 11 the mortgage? 11 along. 12 A. I can't remember. 12 Q. What about Dan upsetting Bob? 13 Q. Weren't you aware that Larry wasn't paying 13 A. No. He never -- no. 14 the mortgage and the house was going in 14 Q. Does Vita upset Bob? 15 foreclosure? 15 A. Sometimes. 16 A. No. I don't know all of the details about 16 Q. And Bob has told you that? 1'7 that house. 1'7 A. Yeah. 18 Q. You went ahead and took a thousand dollars 18 Q. Bob never told you that Dan upsets him? 19 from the guardianship account and hired -- had 19 A. He did not say that Dan upsets him, no. 20 Stacy Wein hire an attorney, correct? 20 Q. Never? 21 A. Yes. 21 A. No. He's never said that. 22 Q. Stacy Wein sent you an email on Friday, 22 NIR. ROSENWATER: Let's have this marked as 23 April 10th, 2015. And you received emails from 23 Exhibit 22, the emails from Jody Rich to Betsy 24 Jody Rich, correct? 24 Savitt. 25 A. Yes. 25 MS. MORRIS: Over objection. 10:26:56-10:28:23 Page 188 10:29:53?10:30:35 Page 190 1 Q. Do you recall receiving these emails from 1 (Vita Wein's Exhibit 22, Emails from Jody 2 Jody Rich to you in November of 2014? 2 Rich to Betsy Savitt.) 3 A. I'll have to look this up. 3 BY MR. ROSENWATER: 4 Q. You don't remember it? 4 Q. So Stacy Wein sends you an email on 5 A. No. I don't remember the ?rst page. I 5 April 10th, 2015: Betsy, I saw this article you 6 saw this part, the second page. I remember the 6 mentioned to my father regarding Ellen Morris. '7 second page. '7 What article did you mention to her father a Q. This is -- you're Betsy, correct? 8 regarding Ellen Morris? 9 A. Yes. 9 A. I mentioned the article? 10 Q. This is an email from Jody Rich to you, 10 Q. Yes. That's what she says. 11 correct? 11 A. I didn't mention the article to her. 12 A. Yesstates: Larry is living in Vita's 13 A No. 14 condo in New Jersey and stopped paying the mortgage 14 Q. Do you know what article she's talking 15 payments for several months now. As of today the 15 about? 16 mortgage is in collections. 16 A. Ithink she's referring to an article 1'7 This was sent in October -- excuse me, 17 about Ellen Morris that was in the paper. 18 November of 2014. 18 Q. In the Palm Beach Post? 19 MS. MORRIS: I'm going to object to lack 19 A. Yes. 20 of foundation. 20 Q. Are you familiar with that article? 21 BY MR. ROSENWATER: 21 A. Somewhat. 22 Q. You're saying you don't recall this email? 22 Q. Did you read the article? 23 A. I recall the second page. I don't recall 23 A. I don't think so. 24 the ?rst page. 24 Q. Why didn't you? 25 Q. On the second page, that's the one: In 25 A. I didn't read it. Min~U-Script? Mudrick Court Reporting, Inc. (16) Pages 187 - 190 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/ 10/2015 Re: Guardianship of Robert Paul Wein 10:30:42?10:31 :43 Page 191 1 Q. It was regarding professional guardians, 2 wasn't it? 3 A. Yes. 4 Q. And how they're taking advantage of the 5 ward? 6 A. Yes. 7 Q. Wasn't this a casein which Ellen Morris 8 tried to have a marriage annulled as well? 9 A. Yes. 10 Q. Stacy Wein said: I believe you need to 11 have new counsel represent you and my uncle 12 annulling the marriage. 13 Did you have discussions with her 14 regarding this? 15 A. No. 16 Q. And Dan Wein is emailing you on April 13, 17 2015. And he's stating that: It's now close to 18 six weeks after Ellen ?led the petition February 19 23rd. There was ample time to speak to Bob before 20 now. I'm disturbed, especially after our 21 conversation. 22 What were you supposed to speak to Bob 23 about? 24 A. I'm not sure. 25 Q. Do you know what he was disturbed about? 1 deepened as his physical condition. 2 Do you agree with that? 3 A. Somewhat. 4 Q. What do you mean "somewhat"? 5 A. It's gone up and down. 6 Q. Do you think his dementia has deepened? '7 A. It goes up and down. 8 Q. Does he have a private nurse? 9 A. He has nurses at the Colony. 10 Q. Any other additional private nurses? 11 A. Not a private nurse. 12 Q. Isn't there another nurse that comes three 13 hours a day that's not affiliated with the Colony? 14 A. It's an aide. 15 Q. That's not a nurse? 16 A. No. 1'7 Q. What does the aide do? 18 A. Takes care of his needs, gets him to eat. 19 Q. Who suggested that this aide be provided 20 for Bob? 21 A. Jody. 22 Q. Don't you think it's in the best interest 23 and welfare of Bob that the aide is there? 24 A. Do I think it's in the best interest that 25 the aide is there? Page 193? 10:31:49-10:33:01 1 A. Who, Dan? 2 Q. Yes. A. No. Q. He said: I'm disturbed, especially after our conversation. What conversation did you have with Dan Wein it appears sometime in April 2015? A. I don't think he's referring to me. 9 Q. He's sending it to you. The email is to 10 you. He says, Betsy. And then he's saying, I'm 11 disturbed especially after our conversation. 12 So you don't think he's speaking to you? 13 A. I'm not sure he's referring to our 14 conversation. 15 Q. And again he says: I'm more convinced now 16 that Ellen is not interested to pursue this because 17 of the very bad publicity naming her in an 18 annulment controversy in a recent Palm Beach Post 19 article. Is this a delaying tactic on her part? Page 192 20 Did you have any discussions with him 21 regarding this article? 22 A. No. 23 Q. And Bob Wein excuse me, Dan Wein states 24 in this email: Since that court order of October 25 ?nding him incapacitated, his dementia has 10:34:07-10235211 1 Q. For Bob, yes. 2 A. For Bob, yes. 3 Q. But you never made that decision on your 4 own? 5 A. Yes,Idid. 6 Q. And Dan Wein never suggested that an aide '7 be there for Bobdidn't not suggest. 9 Q. Shouldn't the aide be there more than 10 three hours a day? 11 A. Right now she's sufficient. 12 Q. And what do you base that on, that she's 13 suf?cient? You don't think Robert needs an aide 14 more than three hours a day? 15 A. We're still analyzing that process. 16 Q. It seems like Dan Wein is controlling 17 these petitions; is that correct? 13 A. Just the opposite. 19 Q. It seems like he's telling you what to do. 20 A. Just the opposite. 21 Q. What's the opposite? Who's controlling 22 this, you? 23 A. He's not. 24 Q. But you're listening to him, aren't you? 25 A. He sends emails. Page 194 Min-U-Script? Mudrick Court Reporting, Inc. (561) 615-8181 (17) Pages 191 - 194 Elizabeth Savitt - - Vol. 2 - 06/10/2015 10:35:21-10:36:28 Page 195 1 Q. Do you respond to his emails? 2 A. Sometimes. 3 Q. You walked into the deposition yesterday 4 with him and Stacy Wein. Did you have discussions 5 with him prior to Jordan's deposition? 6 A. I picked up some paperwork. 7 Q. What did you pick up? 8 A. What did I pick up? I picked up the 9 Florida Bar Journal paperwork. 10 Q. That was from Dan Wein? 11 A. Yeah. It's about the Carpenter Factors. 12 Q. Dan Wein provided that to you or Stacy? 13 A. Dan. 14 Q. But you're communicating with Stacy as 15 well, correct? 16 A. Not really. 17 Q. As of April 11th you were having emails 18 with her, correct? 19 A. She emails me, yes. 20 Q. You email her as well, correct? 21 A. Occasionally. 22 Q. You say: Stacy, I will need to speak to 23 Bob again, as I want to make clear what his 24 intentions are. What does he want to do with Vita? 25 This is April 11th, 2015, correct? 10:36:57-10:37:42 Page 196? 1 A. Let me see. Yes. 2 Q. So did you have discussions with Bob after 3 April 11th, 2015? 4 A. Yes. With what he wants to do with Vita? Yes. When were those discussions? I don't have the exact date. . How many discussions did you have with 10 him? 11 A. Idon't know. 12 Q. It would be on your billing records in 13 your Rocket notes? 14 A. Probably. 15 Q. You're going to be providing those, 16 correct? 17 A. Yes. 18 Q. And then it says, Stacy -- you say to 10mde to are? 19 Stacy: Also you may not know we have already ?led 20 to amend the trust, as Bob asked to add your father 21 back into the trust for $150,000 and it was stated 22 that he did have testamentary capacity. 23 Is that what Bob wants? 24 A. I can?t really comment on that. 25 Q. Well, you did already. Re; Paul Wein 10:39:57-10241210 10:37:58-10:39:08 Page 12? 1 A. I know but you're reading it there, 2 Q. Is that what Bob wants, those are the changes to his will to add back or to his trust to add back -- to add Dan Wein back into the trust for $150,000? A. Yes. Q. How does that bene?t Bob, Robert Wein? How does that bene?t the ward? A. Those are his wishes. Q. But you're not aware, I think you said earlier, that Dan Wein has already taken money in excess of that from Robert Wein? A. I don't have any records of thatAre you aware that Robert Wein told his 15 attorney in the presence of two other individuals 16 that he wanted to take Dan Wein out of the trust 17 because he stole money from himone has ever told you that? 20 A. No. 21 Q. Dan Wein sent an email on April 14, 2015, 22 and it says: You mentioned to me that Ellen ?led 23 a petition to scare Vita and Jody to drop Larry's 24 eviction proceedings. 25 Is that true? Rage 198? 1 A. Can I see that oneDan Wein. 3 A. Yes. That's what he says. 4 THE REPORTER: You just said Dan Wein sent 5 an email, and then she just said who is it to, 6 and you said Dan Wein. 7 MR. ROSENWATER: I meant Betsy Savitt. 8 BY ROSENWATER: 9 Q. It says: You mentioned to me that Ellen 10 ?led these petitions. 11 So you're saying you never said that to 12 Dan Wein? 13 A. It's out of context. Q. You sent Dan Wein and copied Ellen Morris on an email of April 14, 2015: I'm writing to both the same page. Notwithstanding the views of the three of us on this annulment and revocation of the trust matters, remember that our views are not evidence and can't coummn 19 20 be used at trial. 21 Who is the three of us, Dan Wein, Ellen 22 Morris and Elizabeth Savitt? 23 A. Correct. 24 Q. So you guys are working together on these 25 matters? Mudrick Court Reporting, Inc. (18) Pages 195 - 198 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of Robert Paul Wein 10:41 120-10243219 A. No. Q. Of course both of you can be fact witnesses. Who is "both of you," Stacy Wein, Stacy Wein and Dan Wein? A. (Nodding head.) Q. You shook your head. Is that yes or no? A. Pardon me? Q. I agree we must proceed with diligence to make a determination that the case can be won and it's the best interest of Bob. Have you made that determination? A. Well, it's a legal question. Page 199 Within-DUMP these emails they have quoted text 15 hidden. Do you know what that means? 16 A. No. 17 Q. You're not deleting things from the 18 emails? 19 A. No. That would be like my name and 20 whatever on the bottom of the email or Dan's, the 21 disclaimer or something like that. 22 Q. On April 24, 2015, Stacy Wein sent you a 23 detailed email regarding the trust document that 24 was prepared by the Chaves ?rm and also trust 25 assets. Do you recall this email? 10:43:43?10245220 Page 200 A. I was copied on an email to Ellen. Q. You're right, excuse me. Why is Stacy Wein communicating directly with Ellen Morris regarding this matter? A. I have no idea. Q. Have you instructed her not to, Stacy not to contact Ellen Morris? A. Ihave. Q. You have? A. Yes. Q. There's a document or a piece of paper that says, funds to Vita Wein. It has 4/2015 under that. Who prepared that? A. This would be from Dan. Q. What was the purpose of this? A. Idon't know. Informative. Q. So he's saying that from Bob's account there was a $12,500 that was written to Vita? mummthIYes. 20 Q. And be was concerned that these monies 21 were given to Bob by Vita -- given to Vita from 22 Bob? 23 A. I think they're all different entries 24 there. 25 Q. There's also a check for 5,355 from Larry 10:45:41:10:46:40 Page 201 Wein to Jody Wein (sic) POA for Vita Wein. Did you investigate any of these? A. I'm aware of the ?rst one. Q. When was the check for $12,500 given to Vita? A. September. Iwant to say September, August or September. Q. Do you know what the check was for? Do you know what the check was for? A. (Shaking head.) Q. You have to answer yes or no. 12 A. No, I don't. You were looking at her, so 13 I thought you were asking her. 14 Q. Did you ever ask Bob about this check? 15 A. Yes. 16 Q. And what did he say? 1'7 A. He said Vita asked me for it. 18 Q. He didn't say anything moreyou know whether it was to pay for 21 Delores Bryantpay for Delores Bryant. 23 Q. How do you know that? 24 A. As far as Iknow. 25 Q. You don't know for sure, correct? madam-bme 10 11 10:46:53-1o:47:54 Page 202 1 A. Well to pay for Delores Bryant for who? 2 Q. She was taking care of Bob, wasn't she? A. Yes. And I paid her for taking care of Bob. Q. This is prior to you being appointed the guardian? A. Correct. Q. And Delores was helping Vita as well, correct, taking care of Vita as well? A. When I met them, yes. Q. And there's numerous checks that Dan Wein wrote to himself and Dorothy Wein, his former wife, and Stacy Wein, his daughter, from Robert's account when he was power of attorney? A. Yes. Q. Have you made any efforts to get those 17 monies back? 18 A. Not yet. 19 Q. This is the same individual that allegedly 20 wants -- that you're having numerous conversations 21 with regarding getting the $150,000 back to him in 22 the trust documents, correctMudrick Court Reporting, Inc. (19) Pages 199 - 202 (561) 615-8181 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship Mazes-10:49:30 Page 203 1 Q. Isn't that -- I think you testi?ed 2 earlier isn't that why Bob wants to amend the 3 trust? 4 MS. MORRIS: Objection. Outside the scope 5 of this witness's knowledge. 6 BY MR. ROSENWATER: '7 Q. Does Dan Wein have a healthcare surrogate 8 for Robert Wein? 9 MS. MORRIS: Objection. Irrelevant. 10 You can answer, Betsy. 11 THE WITNESS: No. 12 BY MR. ROSENWATER: 13 Q. Did you see the motion of Daniel Wein to 14 intervene that he filed yesterdayyou want to see it? 17 MS. MORRIS: I didn't see it either. 18 THE WITNESS: Okay. 19 BY NIR. ROSENWATER: 20 Q. So Dan Wein says: With the concurrence of 21 the guardian he's been seeing for the medical care 22 for the ward such as selecting his physicians, 23 making doctor's appointments, driving him to 24 doctors' appointments, discussing treatment with 25 his 10:49:36-10:50:21 Page 204 1 Is that correct? 2 A. He helps with that. 3 Q. He helps with all of those? 4 A. Yes. 5 Q. But Dan Wein doesn't have any healthcare 6 surrogate, correct? '7 A. Not anymore, no. 8 Q. He doesn't have the right to discuss these 9 privileged matters with his doctors, does he? 10 A. Yes. He's a family member. He has the right to do that. Q. Only if he had a healthcare surrogate? A. No. Because I'm -- he's helping me do that. Q. Did you give a letter to the doctor saying 01th 16 they can speak to Dan Wein regarding his medical 17 treatment? 18 A. No. I told him. ?0 Q. You called the doctors up and said they 20 can speak to Dan Wein? 21 A. Yes. 22 Q. Isn't that your job as the guardian, to 23 make decisions regarding his medical care? 24 A. Yes. 25 Q. Isn't the medical condition of the ward Robert Paul?Wein 10:50:40-10253z11 privileged? answered. l-?l-l decisions on his behalfIcan't answer that. 23 Q. You can't? 24 A. No. 25 A. Correct. correct? A. Privileged to an outsider, yes. Q. And also privileged to any family members. He's not a -- he doesn't have any type of healthcare surrogate, does he? MS. MORRIS: Objection. Asked and BY MR. ROSENWATER: Q. Is there any legal document that Robert Wein provided to Dan Wein authorizing him to discuss his medical treatment or make medical A. No. It's in the guardianship. Q. Which was appointed to you? Q. And you're the one that's supposed to be making these decisions and not delegate them, MS. MORRIS: Objection. BY MR. ROSENWATER: Q. You can answer the question. While you're looking for that, may I go to Page 205?- 1057704405325 11 treatment, correct? 12 A. CorrectUh?huh, yes. A. CorrectMudrick Court Reporting, Inc. (561) 615-8181 1 the rest room? 2 MR. ROSENWATER: Yes. 3 (A brief recess was taken.) 4 BY MR. ROSENWATER: 5 Q. At the last deposition we entered -- there 6 was an Exhibit Number 8. It was an order 7 determining limited incapacity for Robert Wein. 8 A. Yes. 9 Q. Basically it stated that the ward lacks 10 capacity to consent to medical and mental health Q. And there was also an order entered appointing you as the guardian, correct? Q. And that order is appointing you as the guardian. You're the one that's now supposed to make the medical decisions on behalf of Robert? 20 Q. You delegated that duty to Dan Wein? Q. Maybe this will -- we showed you some emails from Jody Rich to you dated November 30th, 2014, stating regarding Larry and Larry's eviction. Here's a cleaner copy. Do you recall seeing this Page 206 (20) Pages 203 - 206 $0034th l-?l-?I-?Hl-ll-l mwaI-?10:58:42?11300105 Elizabeth Savitt - - Vol. 2 - 06/10/2015 Re: Guardianship of_Robert Paul Wein Page 207 email from Jody or receiving this email? A. This is my email to Jody? Q. Correct. A. This is the first I've heard this one? Q. Yes? 6 A. The ?rst I've heard anything about Vita's condo? Q. Yes. A. Yes. Q. You did send an email to Jody on November 30th? A. Yes. MR. ROSENWATER: Let's mark that. (Vita Wein's Exhibit 23, Email From Betsy Savitt to Jody Rich.) THE WITNESS: What is the date of that email? BY MR. ROSENWATER: Q. Your email to Jody, correct, November 30th, 2014? A. When is the rest of the email from Jody to me? Q. The same date, correct? MS. RICH: Yes. That's why I didn't print it for you. It wasn't clear. BY NIR. ROSENWATER: Q. Have you ever ?led any complaints with the Adult Protective Services regarding any individuals involved with Robert Wein? MS. MORRIS: Objection. Con?dential. I'm instructing you not to answer. BY MR. ROSENWATER: Did you go to college? Yes. What college did you go to? University of Miami. Did you graduate? Yes. What was your degree? . Bachelor of education. Q. Do you have any master's or any education after your bachelor's of education? 18 A. I went for an MBA, but I didn't ?nish it. Q. Do you have any -- have you taken -- strike that. Do you have any degrees in ?nance? A. No. Q. Have you managed large trusts in the past? 24 A. Trusts? Q. Yes. in- Page 208 112?02254 1:03:12 Page 269 1 A. Yes. 2 Q. What was the largest amount of money that 3 you've handled? 4 MS. MORRIS: Objection. Irrelevant. 5 BY MR. ROSENWATER: 6 Q. You're seeking you ?led a petition for 7 an order appointing guardian as a lifetime trustee of the ward's trust, correct? 9 A. Correct. 10 Q. As the trustee of the ward's trust, it's 11 your intent to control the ?nances, the assets in 12 the trust? 13 MS. MORRIS: Objection. Irrelevant. 14 THE WITNESS: It's merely a clari?cation 15 of the guardianship orders. 16 BY MR. ROSENWATER: Q. You say, currently it has assets titled in the name of the trust as Morgan Stanley, TIG 1'7 18 19 Arbitrage Associates and Joseph Gunner, LLC. Do 20 you intend to take the moneys out of these 21 accounts? 22 MS. MORRIS: Objection. Irrelevant. 23 You can answer. 24 THE WITNESS: No. 25 BY MR. ROSENWATER: Fag. 210 1 Q. Wouldn't it be better to have a 2 professional trustee such as someone from these 3 entities as a trustee versus you? 4 A. No. 5 Q. No? Why not? Isn't it a conflict of your 6 interest as the guardian to be the trustee? 7 A. As I said, that's merely a clari?cation a of what the judge already ordered in the 9 guardianship papers. 10 MR. ROSENWATER: You have to leave? 11 MS. MORRIS: Yeah, I do. I've got to get 12 to the doctor. You said you only had a half 13 hour after the last deposition. 14 MR. ROSENWATER: Well, there was a couple 15 of things that were ?led since then. And I 16 didn't realize what was in the documents. 17 MS. MORRIS: I understand the document 19 thing. What was ?led since then is not really 19 relevant to what we're here for in the action. 20 I understand that the documents were produced 21 and you needed more time, but I've got to go. 22 THE REPORTER: Are we adjourning, 23 continuing? 24 IVIR. ROSENWATER: Adjourning. 25 MS. MORRIS: We're ending as far as I'm Mudrick Court Reporting, Inc. (21) Pages 207 - 210 (561) 615-8181 Elizabeth Savitt - Vol. 2 - 06l10/2015 Re: Guardianship of Robert Paul iMain 11:04:31 Page 211 Page 213 1 CERTIFICATE OF REPORTER 1 concerned. 2 2 MR. ROSENWATER: As far as me, we're 3 - - STATE OF FLORIDA 3 We'llmakeadetermlnatlon. There - TY OF ALM BEA 4 are certaln documents that weren't prov1ded, 4 cw" 5 5 I, Suzanne L. Anderson, Qhorthand 6 6 Reporter do hereb certify that I was authorized to 7 and did etenograp i?ally report tgetgeposition oi ELIZABETH SAVITT- at a review 0 transcrip 7 (Thereupons the were adjourned WAS NOT requested; and. that the foregoing 8 at [1?04 alTl) 8 transcript pages are a true and correct record of 9 my etenographic notes. 9 I further certif that the said deposition 10 10 was taken at the time on place hereinahove set forth and that the taking of said deposition was 11 11 commenced and completed as hereinabove set out. 12 12 I further certify that I am not an attorney or counsel of an of the partiesrelative or employee 0 any attorney or counsel or party connected with the action, nor am I 14 14 financially interested in the action- 15 15 The foregoing certification of this transcript does not appli to ang re reduction of 16 16 the same any means on ass no or he direct control audio: direction of the certifying 17 1'7 reporter. I 1 18 18 more this; day of 2015uzanne . rson, our epor er 24 Mudrick COurt Reporting, Inc. 24 1615 Forum Place, Suite 500 25 West Palm Beach, Florida 33401 25 561?615-8181 Page 212 1 CERTIFICATE OF OATH 2 3 STATE OF FLORIDA 4 COUNTY OF PALM BEACH 5 6 7 In my capacity as a Notary Public of the State of Florida, I certify that on Wednesday, June 10, 2915 8 at 8:46 11.51., ELIEABETH SAVITT, personally appeared before me and took an oath (or affirmation) for the 9 purpose of giving tastimon in the matter: 10 Guardianship of Robert Pau Wain. 11 12 13 SWORN T0 and SUBSCRIBED before me this 25th day of June, 2015, in 14 the City of Wart Palm Beach, County Suzanne L. Anderson, 0 ary 1c 22 State of Florida at Large. 23 24 25 Min-U~Script? Mudrick Court Reporting, Inc. (22) Pages 211 - 213 (561) 615-8181 FILED: PALM BEACH COUNTY, FL SHARON BOCK, Electronically Filed 04/30/2013 04:53:43 PM ET IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: GUARDIANSHIP OF DIVISION: IX LORRAINE HILTON. CASE NO. PETITION FOR ORDER AUTHORIZING PAYMENT OF COMPENSATION AND EXPENSES OF GUARDIAN 1.) Petitioner, ELIZABETH was appointed by the court as the voluntary guardian of the property of LORRAINE HILTON (Ward) on March 20, 2013. 2.) The total amounts of all prior fees paid or costs awarded to petitioner in this proceeding are: Fees: 0.00 Costs 0.00 3.) Petitioner has rendered services as voluntary guardian of the property of the Ward and incurred expenses from January 15, 2013 to April 25, 2013 as more fully described and set forth in the itemized schedule of services and expenses attached hereto as Exhibit A, for which petitioner has not been paid. 4.) Based upon the criteria established by Section Florida Guardianship Law, petitioner is of the opinion that reasonable compensation for the services performed by petitioner during that time period is: Fees: $4,208.50 (less $1,000.00 paid as retainer) Costs: -0- Total: $3,208.50 Petitioner requests that an order be entered awarding petitioner reasonable compensation for the services rendered and expenses incurred by the petitioner for the bene?t of the Ward and the Ward?s estate, and authorizing and directing that such compensation and expenses be paid from the assets of the Ward?s estate. 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. I. Signed on this 25? day of April, 2013. {Si/a shaman Santa, Petitioner and Guardian 1 wee/:3 Dafch 20, ova/3 SHERI L. HA ELTINE ASSOCIATES, P.A. Sheri L. Hazeltine, Esq. Attorney for Elizabeth Savitt and Lorraine Hilton. Florida Bar No. 0674567 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 copy of this Petition for Order Authorizing Payment of Compensation and Expenses of Guardian was mailed via ?rst class mail service throngh the US. Postal Service on this 30? day of April, 2013 to: Lorraine Hilton; Elizabeth Savitt. {pf/Ll Sheri L. Hazeltine, Esq. Florida Bar No. 0674567 FILED: PALM BEACH COUNTY, FL SHARON BOCK, Electronically Filed 06/18/2013 02:00:09 PM ET IN THE CIRCUIT COURT OF THE FIFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: GUARDIANSHIP OF PROBATE DIVISION LORRAINE HILTON CASE NO. I PETITION FOR ORDER AUTHORIZING PAYMENT OF COMPENSATION AND EXPENSES OF GUARDIAN (April 26, 2013 through June 7, 2013) Petitioner, Elizabeth Savitt, alleges: 1. Petitioner was the Voluntary Guardian of the Preperty of Lorraine Hilton (the Ward) but has since resigned and is awaiting discharge. 2. The total amounts of all prior fees and costs awarded to petitioner in this proceeding are: Fees: $4,208.50 Costs: $0.00 3. Petitioner has rendered services as guardian of the property of the Ward from April 26, 2013 through June 7, 2013, as more ?JlIy described and set forth in the itemized schedule of services attached hereto as Exhibit for which petitioner has not been paid. 4. Petitioner's records indicate that during the period of time above mentioned, Petitioner has performed services as guardian of the property of the Ward in the total amount of 23.95 hours and incurred expenses in the amount of $3.60 as reflected on the attached time sheets. 5. Based upon the criteria established by Florida Statutes, and the hours Petitioner has expended in handling the affairs of the Ward, Petitioner believes that a reasonable hourly rate of compen sation for the services perfonned is $95.00 per hour. Therefore, a reasonable compensation for the services performed and expenses incurred by Petitioner during that period of time is $2,231.35, less a $2,000 credit as re?ected on the attached time sheets. Petitioner requests that an order be entered awarding petitioner reasonable compensation for the services rendered by the petitioner for the bene?t of the Ward and authori Zing and directing that such compensation be paid from the assets of the Ward. l'mler penalnw nl'perjnr} . declare 11ml 1 hm read [he fin-caning. 'd?lld the facts alleged are {me to {lie nl'mj: and belief I i - l' iv Signed on 5,1;er; ,1 a1. -- Ellen Mon'is. Esq. Attorney for Petitioner Florida Bar Number: 850306 ELDER LAW PA 7000 Palmetto Park Road. .S-uile 205 Baca Ratnn. FL 33-133 Telephone: (561) 750-3850 Fax: i?l?l 364069 .20? i- H- k" Ar Eliza?eilz Savitt. Petitioner Pn'mzu} E-mail: Secondary E-mail: lnibin'? elderlawassoeiuleseam 0F SERTICE I HEREBY CERTIFY that on the IE day of Na 3013.21mic copy oldie I?ureguing was served by certi?ed mail lo Lorraine Hilton. PO. Box 1432. New Port Richer l'lorida 3 IGSG and 'l'hmnas I?l. Daugherty. Esq. 0 Box 30056. Palm Beach Gardens. FL 33420?0056 - li-?llen?S: I Florida Ben K0. 850306 Savitt Guardians 4101 Satin Leaf Ct. Delray Beach FL 33445 Phone: 561-573-1292 I Fax: 561-496-1559 Account Statement Prepared for Lorraine Hilton Re: Voluntary Guardianship Previous Invoice Amount $4,208.50 Last Payment Received 89.50 Previous Balance $9,000.00) Current Charges 332,23 .35 Total Due $231.35 Savitt Guardians 4101 Satin Leaf Ct. Delray Beach FL 33445 Phone: 561-573-1292 I Fax: 561-496-1559 Lorraine Hilton Invoice Date: June 07, 2013 Invoice Number: 10017 Invoice Amount: $2,231.35 Matter: Voluntary Guardianship 5/2/20] 3 T.C. K.C. Williams, the of?ce is getting calls from E.S. .30 $28.50 Lorraine for money. They have asked her to call me. They are concerned because she screamed into the phone before it was hung up. 5/6/20] 3 T.C. Jim. request to see his Mother, have her flown E.S. .20 $19.00 to Tampa. 5/7/2013 T.C. (2) Bob and Lorraine about getting receipts for E.S. .30 $28.50 items, having them copied and meeting today to give them to me. 5/7/20] 3 T.C. Karen at Ellen Morris of?ce to set up and E.S. .30 $28.50 prepare for appointment for initial meeting. 5/8/20 I 3 T.C. Bob, Lorraine is still sleeping and he did not E.S. .20 $19.00 say what happened to meeting me yesterday, but said he would call back again today. He is getting receipts together and getting them copied. 5/8/20] 3 T.C. Jim Hilton re: Visiting with his Mom and the E.S. .30 $28.50 Morgan Stanley account in trust. 5/8/20] 3 T.C. Morgan Stanley re: trust account, ira account, E.S. .50 $47.50 distributions, dividends. Legal department issues. 5/8/20] 3 Meeting at office of Ellen Morris to sign retainer E.S. 2.20 $209.00 agreement for guardianship and supply data. 5/9/20] 3 T.C. Chase credit card, fax guardianship paperwork. E.S. .40 $38.00 5/9/2013 Drive to Lake Mangonia home to see Lorraine and E.S. 1.50 $142.50 pick up hill and receipts. Lorraine hit her head and it still hurts. She wants to be taken to hair dresser. Bob did not have receipts copied. Picked up three bills. 5/10/2013 T.C. Lorraine. Bob. (3) They are going to be E.S. .50 $47.50 packing up and leaving West Palm Beach. He is going to deliver the receipts. He needs to get on the 5/10/2013 5/12/20] 3 5/12/2013 5/13/2013 5/13/2013 5/13/2013 5/13/2013 5/14/20] 3 5/14/2013 5/14/2013 5/14/2013 5/14/2013 5/14/2013 road so he is going to buy a printer for his 1 pad so she can scan receipts on the way to Okeechobee house and New Port Richie. He will allow Lorraine to visit her son Jim. E-mail Bob about not selling the house or renting without the trust signing off. Billing and ?ling. Read and respond to E-maiis Ellen Morris and Comerica re: Bob executing a quitclaim deed May I, 2013 transferring title of New Port Richie home to himself. T.C. Jim Hilton asking about title of the New Port Richie home, tax return, money. bills. Look up property tax unpaid on Lorraine's rental property. Travel to Chase to purchase Checks to pay Property Taxes. Drop off at tax of?ce. Responce E-mail to Comerica and Ellen Morris re: clouding the quitclaim deed. Voice messages (6) from Lorraine from I :00 am re: request for $8,000 including one in which her voice is all ofa sudden pitched to a high scream. E-mail from Jim detailing same series of phone messages. Letter to homeowners association listing contact information. E?mails to Comerica and Morris. T.C. Lorraine and Bob asking for 8,000.00 they want to pick up now while they are near courthouse. T.C. Lorraine from home said she needs someone to help take care of her. Bob is not there. T.C. voice mails from Lorraine and Bob, in one she is screaming again, very agitated. T.C. Chase credit card re: paid down hill and transferred address. Limiting the credit. T.C. to court house to notify ofthreat and get security. Travel to hearing, meet with Sheri Hazeltine before hearing re: billing, attend hearing. Speak to security afterwards concerning Bob's inability to drive home on drugs. T.C. Randee from Hazeltine office. She called to warn me that she received a threatening voice mail from Bob Hilton asking for my home address so that he can force me to give him the $8,000. of his Mother?s money that he needs to pay for property. He needs it right now and wants to get it immediately. I told her to preserve it for a police report. Text from Jim that Bob was in fact going to the hearing this morning and he is bringing all his paperwork. T.C. Of?cer from Delray Police re: voice message report. T.C. DCF re: Lorraine's safety and care. T.C. attorney Doreghty re: background of Lorraine, phone calls, issues with Bob Hilton. E-mail Ellen 13.8. E.S. E.S. ES. E.S. ES. E.S. E.S. E.S. E.S. E.S. E.S. E.S. 1.00 $95.00 .70 $66.50 .50 $47.50 .80 $76.00 .40 $38.00 .40 $38.00 .40 $38.00 .60 $5 7.00 .50 $47.50 1.40 $133.00 .40 $38.00 .10 $9.50 1.20 $1 14.00 5/15/2013 5/15/20] 3 5/15/2013 5/16/2013 5/17/2013 5/17/2013 5/18/2013 5/20/2013 5/2 1/201 3 5/22/20 I 3 5/22/2013 5/23/2013 5/24/2013 5/27/2013 5/27/2013 6/5/2013 6/7/2013 Morris of?ce with details of events. T.C. Jim, (4) wanted to know the whereabouts of his Mother, what medications she was taking, how the hearing with Judge French went on Tuesday. T.C. Bob and Lorraine (8) wanting to make arrangements to meet and give me receipts and get some spending cash. Delay in meeting as Bob did not sound like he was in condition to drive. Lorraine had called the ?re department and they came into houSe to see Bob. He refused to go to hospital. He told me he was out of medication and in pain. Lorraine wanted to get some help as well. T.C. Ellen Morris, discuss the T.C. from Jim's attorney and the mistakes in his ?ling. T.C. Bob, (4) the police have his Mother. He is going to hire an attorney. T.C. Jim, (3) He is going to pick up his Mother in Pahokee. He wants the keys to the house so that he can get clothes for his Mother and he will be taking her to see her doctor here tomorrow. T.C. Holly at R, schedule for income from other accounts/banks etc. She is having a hard time with the taxes. T.C. Jim, Lorraine has not I.D., no wallet. Sending house key and inventory. At attorney for restraining order. T.C. Bob, wants me to write him a check for caretaker fees of his Mother. Review of bills from Bob, text requesting to pay the auto insurance. Receive text from Bob Hilton requesting to be paid for caretaker. Text from Jim Hilton stating he is the plenary E.T.G. Respond to both text- Email to Ellen Morris re: bills from Bob and turning over said bills to im?s attorney, service of restraining order and request for no further contact. Voicemail from Bob re: money Voicemails from Bob Hilton re: his Mother being kidnapped and getting money. T.C. Holly Durfee re: taxes. how to estimate the work done on property. E-mail to Ellen Morris re: bills to pay. E-mail Cris at Comerica re: bills on home in trust. Scan tax documents to Holly Durfee at R. Paid FPL bill for April and Palm Beach Neurology, forward Comerica to Jim. Forward Utility and Electric- for New Port Richey home to Comerica Final Accounting. Complete all receipts, and summary work. Forward to E. Morris of?ce. Final accounting review and billing. 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. E.S. E.S. .30 .50 .20 .20 .20 .40 .30 .50 .10 .20 .20 .30 .15 .20 3.50 1.50 $285 0 $47.50 $19.00 $19.00 $19.00 $38.00 $28.50 $47.50 No Charge No Charge No Charge $28.50 $14.25 $19.00 $9.50 $332.50 $142.50 SUBTOTAL: 23.95 $2,227.75 Costs 5/ 16/2013 Postage 8@.45 $3.60 SUBTOTAL: $3.60 TOTAL: $2,231.35 PREVIOUS BALANCE (CREDIT): $2,000.00 CURRENT BALANCE DUE AND OWING: $231.35 - IN Beach, Palm Beach County, Florida. Copies furnished to: See attached list IN THE CIRCUIT COURT OF THE TEENTH JUDICIAL CIRCUIT IN AND FOR BEACH COUNTY, FLORIDA IN GUARDIANSHIP OF PROBATE DIVISION LORRAINE HILTON CASE NO. ORDER AUTHORIZING PAYMENT OF COMPENSATION AND EXPENSES OF VOLUNTARY GUARDIAN On the petition of Elizabeth Savitt, as voluntary guardian of the property of Lorraine Hilton (the Ward), for an order authorizing payment of compensation for services rendered and eitpenses incurred, the Court having examined the ?le in this proceeding and having considered the evidence presented regarding the criteria established by Section Florida Statutes,_and ?nding that the material allegations of the petition are true and $95.00 per hour is a reasonable rate of compensation for the services of the guardian, and being otherwise fully advised, it is ORDERED AND ADIUDGED as follows: 1. Petitioner is hereby awarded a reasonable fee under Section Florida Statutes, for services rendered by the Petitioner during the period of April 26, 2013, through December 2, 2013, as follows: on. Hourly Rate: $95.00 :3 Hours Worked: 29.75 rel} Total Fees: $2,778.75 gig: g; Total Costs: $3.60 In Total Fees and Costs: $2,732.35 (less a $2,000.00 credit) rs: its-4:. 2,11% an . . 2. The guardian of the property of the Ward is a?uthonzed and directed to pay that compensation and these expenses from the assets of the Ward in the total amount of $782.35 to Elizabeth Savitt. 3. Such payment shall be made within ten (10) days from the date of this Order, if not sooner, and shall be made through any accounts held. in the name of the Ward or guardianship, including any accounts restricted under Section 69.031, Florida Statutes. DONE AND ORDERED on this day of 2013 at Delray HONORABLE DAVID E. FRENCH Circuit Judge