4g? WWOL 17-6 IN THE CIRCUIT COURT FOR THE SEVENTEENTH JUDICIAL DISTRICT IN AND FOR BROWARD COUNTY, FLORIDA 7 CASE NO. . IN RE: GUARDIANSHIP OF DIVISION: PROBATE gs; JUDGE: SPEISER 9' ?19; [33-3 CAROL -.. I . ORDER 0N PETITION TO TRANSFER VENUE onijif CASE T0 PALM BEACH COU 1' On the petition to transfer the guardianship ease to Palm Beach County, ?led by SHERI L. HAZELTINE, ESQ, on behalf of ELIZABETH the successor guardian on behalf of the Ward, CAROL and the Court ?nding that guardianship case No. 502010GA000556WB has been Opened inPalm Beach County in ?'ont of the Honorable Circuit Judge Charles E. Burton; and having considered said petition to transfer venue and being fully advised in the premises, it is ORDERED AND ADJUDGED that the petition to transfer the guardianship case of the Ward to the South County Courthouse, Guardianship Division, 200 West Atlantic Avenue, DeIray Beach,- Palm Beach County, FIOridn 33444 is hereby GRANTED. I ORDERED in Ft. Ln derdale, Broward County, Florida on ?iis? day o, ?ail/W .. . 1' - Quay furnished to: Louis Jerry Colin. Esq. I I . -: Sheri 1.. Hazellinc, Esq. a - I {fig-L "Wise?; i" ?u'll. STATE OF ?83:)me HEREBY warm and to n2: Enactmoogfy? oi the original as it 'Jounly no; oi 1113 trout! Court Park oi Brows wIfoiess rm and I le 1314:: day 0 Din] Seal at Fort out Howard C. Forman, Clerk of Courts Probate Division 201 SE. Street, Room 252 Fort Lauderdale, Florida 33301-3361 November 29, 2011 To: Palm Beach County 31w: _g Guardianship Division gig 2 200 West Atlantic Avenue 51? Palm Beach, Fl. 33444 $53: 3b From: Sandra Reyes-Crespo '0 3 . Re: Carol 5mm 3 Case No.: Dear Sir or Madam: An Order for Change of Venue and transfer of the above mentioned Guardianship ?le was signed on November 23, 2011 by Judge Mark Speiser. Enclosed is a certi?ed copy of the original Order and a certi?ed copy of the docket record. The docket re?ects all the instruments which are hereby transferred to Palm Beach County and are the complete proceedings as ?led in Broward County through November 29, 2011. Please contact this of?ce if you have any questions. ?an9 0% Sandra- Eerie?Cream Deputy Clerk Mailed Certi?ed Mail return receipt CC: Form Id: MEMO TR ?Ha ?rowR/Dk COPY IN THE CIRCUIT COURT OF THE IFTEENTH JUDICIAL CIRCUIT IN AND FOR PALM BEACH COUNTY, FLORIDA IN RE: GUARDIAN ADVOCACY 0F CAROL DIVISION CASE NO. VERIFIED INVENTORY (Guardianship Report) of Guardian Advocate Elizabeth Savitt, the Successor Guardian Advocate of CAROL the Ward, by and through her attorney, Sheri L. Hazeltine, Esq., ?les, as the Initial Guardianship Report of the Guardian Advocate, this inventory of all of the pr0perty of the Ward that has come into the Guardian Advocate?s possession or knowledge, including all encumbrances, liens and other secured claims on any item, as of June 2011. All property not in the Guardian?s possession as of the date of this inventory 6d i by an asterisk in the right margin. REAL ESTATE Description and Location of Property and Encumbrances, Liens or Security Interests on any Item Estimated Fair Market Value Scrum COUNTY BRANCH OFFICE ORIGINAL RECEIVED SEP 2 I 2011 SHARON Fi. BOCK Estimated Amo?gj 8' COMPTROLLER Encumbrances, .M BEACH COUNTY and Security Interests - PERSONAL PROPERTY: Description and Location of Property Estimated Amount of and of Encumbrances, Liens or Estimated Encumbrances, Liens Security Interests on any Item Fair Market Value or Security Interests - Total Estimated Value of Personal Property 5 - - Less: Encumbrances, Liens, Security Interests - 0 - Estimated Net Value of Personal Property TOTAL ESTIMATED NET VALUE OF PERSONAL - - Exam I5 7'0: VS (a war-(A CLAIMS: Estimated Name and Address of Potential Claims Basis for Claim Amount of Claim Amt. of Claim None -0- Description of All Income of Ward, Frequency of Amount of Including Name and Address of Payment Payment 881 $967.00 CASH ASSETS: Attached to this Inventory are copies of the most current statements of all of the Ward?s cash assets from all institutions where the cash is on deposit. Banks or Institutions Aecognt No. Amount, Chase $202.94 Totsl Cash Assets: $202.94 TOTAL ESTIMATED PROPERTY INCLUDING REAL ESTATE AND CASH ASSETS: $202.94 The Ward has the right to sue on the following causes of action: None *The Ward also has a Special Needs Trust with Morgan Stanley-with approximately $290, 000. 00 with Patricia Murphy as the Tl'ustee. ??Ha ?avocado/0L, Under penalty of perjury, I declare that I have read the foregoing, and the facts alleged are true, to the best of my knowledge and belief. Signed on this [1 day of September, 201]. By: 4% EL ABETH SAVITT Guardian Advocate SHERI L. HAZELTINE ASSOCIATES, P.A. Sheri L. Hazeltine, Esq. Attorney for Guardian Advocate Florida Bar Number 0674567 800 Palm Trail Plaza, Suite 3 Delray Beach, Florida 33483 (561) 243-4655 (office) (561) 243-6933 (fax) CERTIFICATE OF SERVICE I HEREBY CERTIFY that a true and correct copy of this Veri?ed Inventory was mailed via First Class Mail, US. Postal Service, on this it day of September, 2011 to the following parties, attorneys, and/or persons of interest: Elizabeth Savitt, Patricia Murphy and Carol By: ?at! Sheri L. Hazeltine, Esq. Florida Bar No. 0674567 CH9 @rochi CHASE June 11. 2011 through July 13. 2011 malls; Account Number: San Antonio. TX 70205 - 9754 CUSTOMER SERVICE INFORMATION Web site: Chase.com Service Center. 1-088-262-4273 00021022 one 021 14210511. 1 000000000 20 0000 Hearing Impaired: 1-800?242-7383 PATRICIA MURPHY International Calls: 1-713-262-1679 0R CAROL 507 PALM AIRE POMPANO BEACH FL 33069-5547 We are making changes to the ?Longer Delays May Apply" section of our Funds Availability Policy for personal accounts (excluding Chase Access Checking). Effective July 17. 201 1. at least the ?rst $200 of your deposits will be available on the ?rst business day after the day 01 your deposit. All other terms of your account remain the same. It you have any questions. please call us at 1-000-935-9936. CHECKING SUMMARY Chase Total Checking AMOUNT Beginning Balance $1311.50 Deposits and Additions 967.00 Checks Paid - 1,400.00 ATM 01 Debit Card Withdrawals - 454.25 Ending Balance $924.25 The service tee tor this account was waived as an added feature of Chase Premier Checking account. m1mm i ii? CHECKS PAID CHECKNUMBER DATE AMOUNT PHD 239 . 00123 $700.00 240 A 05123 700.00 Total Cheeks Paid $1400.00 If you see a check description In the Transaction Detail section. it means your check has already been converted for electronic payment. Because oi this. we're not able to return the check to you or show you an image on Chasecom. An Image of this check may be available for you to view on Chaeecom. Hp1d4 14.. growarcL CHASE 0 June 11, 2011 through July 13. 2011 Account Number: IIRANSACTION DATE oEscRIP?ou AMOUNT BALANCE Balance $1,311.50 06113 ATM 06111 101 Pompano Parkway Pompano Beat: FL - 60.00 1,751.50 Card 0565 06114 Card Purchase 06114 Marshalls Marshalla Margata FL Card 0565 - 61.91 1.66955 06117 Card Purchase 06117 Ann Taylor Loft #2947 Orlando FL Card - 73.06 1,626.51 0565 06123 Check 11 239 - 700.00 026.61 06123 Check 240 - 700.00 226.51 06127 Card Purchase 06126 Lester?s Dinar II Margata FL Card 0565 - 23.57 202.94 06130 ATM Withdrawal 06130 2601 Tenth Ave North Lakeworth FL Card - 60.00 142.94 0565 07101 US Treasury 303 Xxsoc Sec PPD ID: 3031036030 967.00 1.109.94 07101 Card Purchase With Pin 07101 TJ Maxx Deerflald Boa FL Card 0565 - 37.06 1,072.86 07101 Card Purchase 07101 Costco Whoa #0066 Pompano Baac FL - 26.61 1,044.25 Card 0565 07105 ATM 07102 4609 Coconut Creek Coconut Cra FL Card - 60.00 964.25 3512 07111 ATM Withdrawal 07109 460900conut Creek PA Cocnut Cree FL Card - 60.00 924.25 3512 $924.25 Ending Balance Balance as of June 11, 2011 $1,811.50 -60.00 -51.91 -73.08 -700.00 -700.00 -23.00 Balance as of June 29, 2011: $202.94 Pan-3014 1111111111l1ll1l1l1l? 11 1mm CHASE ?13 June 11. 2011 through July 13. 2011 AmountNumber: Note: Ensure your checkbook reglstar ts up to date all transactions to date whether they are Included on your statement or not. 1. Wrtta In the Balance ahown on statement: Step 1 Balance: 5 2. and total all depoelta 8. not shown on statement: Date Amount Date Nnount Date Amount Step 2 Total: 3. Add Step 2 Total to Step 1 Balance. Step 3 Total: 5 4. List and total all checks. ATM withdrawals. debit card purchases and other not shown on statement. Check Number or Date Amount Check Numberor Date Amount Step 4 Total: 4 5. Subtract Step 4 Total from Step 3 Total. Thle should match your Checkbook Balance: 5 IN cast: as ERRORS on QUEsTtana aaotrr Your: ELECTRONIC Fume Tanner-enema" or who us at the phone number or address on the front statement (non-personal accounts contact Customer Sunrise It you think our statement or race! hmorraot or "you need more lntormatlon about a transfer listed on the statement or raoalpt. or met hear torn you no later than days a?at we sent you the FIRST statement on whloh the problem or emor appeared. Bo ammo to give us the tetra-ulna Intonation: 1 Your name and account number 1 The datlar amount of the suspected error A descriptlon ol the error or transfer at.- are unsure ot. you bettm tt ta an anon or why on need more Info rotatton. We ltultl Investigate your and ONT an error we take mote than to hustneaa ye {or 20 Minoan days for new to do tn ta, we oraott your the amountyou Is In error so that you will have use ortha money during the time It takes us to oornplata our lntroettnotton. IN CARE OF ERRORS OR ouesnorta ABOUT NON-ELECTRONK: the bank lrnmedtetety If your statement to tnoorroot or If you need more Information about any mn-atactroma transactlone [checks or depoalta} on Ihla statamt. If any such nor on are. you must notl the bank tn rattln no tater than 3-0 days after the statement was made ava?abta to you For more complete on sea the Accoun ?utes and Regula one or other agreement that governs your account. JPMorgsn Chase Bank. NA. Member FDIC PagaZeM