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Case Information
Case Number:
PB2005-000456
Judge:
Altieri, Jeffrey
Plaintiff
Minor Minor  Minor
Location:
Downtown
Case Type:
Probate
Party Information
Party Name
Relationship
Sex
Attorney
Party Name
Party is a minor: name not published
Relationship
Ward
Sex
Male
Attorney
Emilie Halladay
Party Name
Paul J Theut
Relationship
Petitioner
Sex
Male
Attorney
Pro Per
Party Name
Southwest Fiduciary
Relationship
Guardian
Sex
Attorney
Pro Per
Case Documents
Filing Date
Description
Docket Date
Filing Party
Filing Date
5/31/2024
Description
ROG - Report Of Guardian
Docket Date
6/4/2024
Filing Party
Filing Date
5/31/2024
Description
NOF - Notice Of Filing
Docket Date
6/4/2024
Filing Party
NOTE:
PROGRESS NOTES IN SUPPORT OF TITLE 14 GUARDIANSHIP AND / OR CONSERVATORSHIP
Filing Date
5/31/2024
Description
MDR – Medical Report – Confidential
Docket Date
6/4/2024
Filing Party
Filing Date
5/31/2024
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
6/5/2024
Filing Party
Filing Date
7/12/2023
Description
NOF - Notice Of Filing
Docket Date
7/17/2023
Filing Party
Guardian(3)
NOTE:
REPORT OF GUARDIAN AND MEDICAL REPORT
Filing Date
6/19/2023
Description
431- Review For Compliance
Docket Date
6/23/2023
Filing Party
Filing Date
5/25/2023
Description
MDR – Medical Report – Confidential
Docket Date
5/27/2023
Filing Party
Filing Date
5/25/2023
Description
ROG - Report Of Guardian
Docket Date
5/31/2023
Filing Party
Filing Date
5/25/2023
Description
NOF - Notice Of Filing
Docket Date
5/31/2023
Filing Party
NOTE:
PHYSICIANS STATEMENT AS A CONFIDENTIAL DOCUMENT IN SUPPORT OF TITLE 14 GUARDIANSHIP AND OR CONSERVATORSHIP
Filing Date
2/16/2023
Description
NOT - Notice
Docket Date
2/22/2023
Filing Party
NOTE:
OF FIRM NAME CHANGE / ADDRESS CHANGE AND INCREASE OF FEE RATE FOR DYER BREGMAN & FERRIS WONG & CARTER PLLC
Filing Date
8/19/2022
Description
NOT - Notice
Docket Date
8/25/2022
Filing Party
NOTE:
OF CHANGE OF LAW FIRM AND NOTICE OF BASIS OF COMPENSATION
Filing Date
7/14/2022
Description
BON - Bond
Docket Date
7/18/2022
Filing Party
Filing Date
6/20/2022
Description
022 - ME: Order Signed
Docket Date
6/20/2022
Filing Party
Filing Date
6/16/2022
Description
ORD - Order
Docket Date
6/23/2022
Filing Party
NOTE:
INCREASING BOND OF TRUSTEE
Filing Date
6/15/2022
Description
MOT - Motion
Docket Date
6/21/2022
Filing Party
NOTE:
STIPULATED / TO INCREASE BOND OF TRUSTEE
Filing Date
5/31/2022
Description
ROG - Report Of Guardian
Docket Date
6/2/2022
Filing Party
Filing Date
5/31/2022
Description
MDR – Medical Report – Confidential
Docket Date
6/3/2022
Filing Party
Filing Date
5/31/2022
Description
NOF - Notice Of Filing
Docket Date
6/4/2022
Filing Party
NOTE:
PHYSICIANS STATEMENT IN SUPPORT OF TITLE 14 GUARDIANSHIP AND/OR CONSERVATORSHIP
Filing Date
6/2/2021
Description
ROG - Report Of Guardian
Docket Date
6/3/2021
Filing Party
Filing Date
6/2/2021
Description
NOF - Notice Of Filing
Docket Date
6/7/2021
Filing Party
NOTE:
PHYSICIANS STATEMENT IN SUPPORT OF TITLE 14 GUARDIANSHIP AND OR CONSERVATORSHIP
Filing Date
6/2/2021
Description
MDR – Medical Report – Confidential
Docket Date
6/9/2021
Filing Party
Filing Date
5/26/2021
Description
NOT - Notice
Docket Date
6/1/2021
Filing Party
NOTE:
OF CHANGE OF FEE RATE FOR DYER BREGMAN AND FERRIS PLLC
Filing Date
3/24/2021
Description
NOT - Notice
Docket Date
3/30/2021
Filing Party
NOTE:
OF CHANGE OF FIRM ADDRESS AND AMENDED BASIS OF COMPENSATION
Filing Date
7/13/2020
Description
NAR - Notice Of Appearance
Docket Date
7/17/2020
Filing Party
NOTE:
AND NOTICE OF BASIS OF COMPENSAATION
Filing Date
6/24/2020
Description
022 - ME: Order Signed
Docket Date
6/24/2020
Filing Party
Filing Date
6/19/2020
Description
OPC - Order Appt Att/Phy/Visitor
Docket Date
6/26/2020
Filing Party
Filing Date
6/11/2020
Description
MDR – Medical Report – Confidential
Docket Date
6/12/2020
Filing Party
Filing Date
6/11/2020
Description
ROG - Report Of Guardian
Docket Date
6/12/2020
Filing Party
Filing Date
6/11/2020
Description
NOF - Notice Of Filing
Docket Date
6/16/2020
Filing Party
NOTE:
PHYSICIANS STATEMENT IN SUPPORT OF TITLE 14 GUARDIANSHIP AND/OR CONSERVATORSHIP
Filing Date
6/11/2020
Description
MOT - Motion
Docket Date
6/16/2020
Filing Party
NOTE:
FOR APPOINTMENT OF COURT APPOINTED ATTORNEY FOR THE WARD
Filing Date
4/16/2020
Description
099 - ME: Withdrawal Of Counsel
Docket Date
4/16/2020
Filing Party
Filing Date
4/10/2020
Description
OCW - Order for Withdrawal of Counsel
Docket Date
4/16/2020
Filing Party
Filing Date
3/21/2020
Description
MFW - Motion For Withdraw of counsel
Docket Date
3/24/2020
Filing Party
Filing Date
1/27/2020
Description
NOT - Notice
Docket Date
1/28/2020
Filing Party
NOTE:
OF CHANGE OF ATTORNEYS RATE OF COMPENSATION
Filing Date
6/12/2019
Description
ROG - Report Of Guardian
Docket Date
6/14/2019
Filing Party
Filing Date
6/12/2019
Description
MDR – Medical Report – Confidential
Docket Date
6/17/2019
Filing Party
Filing Date
6/12/2019
Description
NOF - Notice Of Filing
Docket Date
6/17/2019
Filing Party
NOTE:
PHYSICIAN'S STATEMENT IN SUPPORT OF TITLE 14 GUARDIANSHIP AND/OR CONSERVATORSHIP
Filing Date
8/23/2018
Description
NOT - Notice
Docket Date
8/28/2018
Filing Party
NOTE:
OF CHANGE OF FIDUCIARYS RATE OF COMPENSATION
Filing Date
6/25/2018
Description
431- Review For Compliance
Docket Date
6/26/2018
Filing Party
Filing Date
6/21/2018
Description
ROG - Report Of Guardian
Docket Date
6/25/2018
Filing Party
Filing Date
6/21/2018
Description
MDR – Medical Report – Confidential
Docket Date
6/25/2018
Filing Party
Filing Date
6/21/2018
Description
NOF - Notice Of Filing
Docket Date
6/26/2018
Filing Party
NOTE:
PHYSICIANS STATEMENT IN SUPPORT OF TITLE 14 GUADRIANSHIP AND/OR CONSERVATORSHIP
Filing Date
1/28/2018
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
1/28/2018
Filing Party
Filing Date
9/8/2017
Description
UPI - Updated Information Address and/or Name
Docket Date
9/11/2017
Filing Party
Filing Date
5/31/2017
Description
ROG - Report Of Guardian
Docket Date
6/2/2017
Filing Party
Filing Date
5/31/2017
Description
NOF - Notice Of Filing
Docket Date
6/2/2017
Filing Party
NOTE:
PHYSICIANS STATEMENT IN SUPPORT OF TITLE 14 GUARDIANSHIP AND OR CONSERVATORSHIP
Filing Date
5/31/2017
Description
MDR – Medical Report – Confidential
Docket Date
6/13/2017
Filing Party
Filing Date
1/29/2017
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
1/29/2017
Filing Party
Filing Date
9/15/2016
Description
MDR – Medical Report – Confidential
Docket Date
9/16/2016
Filing Party
Filing Date
9/15/2016
Description
ROG - Report Of Guardian
Docket Date
9/19/2016
Filing Party
Filing Date
9/7/2016
Description
431- Review For Compliance
Docket Date
9/7/2016
Filing Party
Filing Date
6/8/2016
Description
016 - ME: Ext/Time/Filing Granted
Docket Date
6/8/2016
Filing Party
Filing Date
6/6/2016
Description
ORD - Order
Docket Date
6/11/2016
Filing Party
NOTE:
EXTENDING TIME TO FILE ANNUAL GUARDIAN REPORT
Filing Date
5/31/2016
Description
MOT - Motion
Docket Date
6/9/2016
Filing Party
NOTE:
FOR EXTENSION OF TIME TO FILE ANNUAL GUARDIAN REPORT
Filing Date
1/31/2016
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
1/31/2016
Filing Party
Filing Date
12/31/2015
Description
NOT - Notice
Docket Date
1/4/2016
Filing Party
NOTE:
OF CHANGE OF FEE RATE AND FIRM NAME
Filing Date
8/5/2015
Description
MDR – Medical Report – Confidential
Docket Date
8/6/2015
Filing Party
Filing Date
8/5/2015
Description
NOF - Notice Of Filing
Docket Date
8/7/2015
Filing Party
NOTE:
PHYSICIANS STATEMENT IN SUPPORT OF TITLE 14 GUARDIANSHIP AND OR CONSERVATORSHIP
Filing Date
8/5/2015
Description
ROG - Report Of Guardian
Docket Date
8/7/2015
Filing Party
Filing Date
2/1/2015
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
2/1/2015
Filing Party
Filing Date
1/23/2015
Description
NOT - Notice
Docket Date
1/29/2015
Filing Party
NOTE:
OF CHANGE OF FIDUCIARY RATE OF COMPENSATION
Filing Date
6/13/2014
Description
GSV - Guardian Site Visit Report
Docket Date
7/7/2014
Filing Party
Filing Date
5/22/2014
Description
MDR – Medical Report – Confidential
Docket Date
5/28/2014
Filing Party
Filing Date
5/22/2014
Description
ROG - Report Of Guardian
Docket Date
6/2/2014
Filing Party
Filing Date
2/2/2014
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
2/2/2014
Filing Party
Filing Date
7/2/2013
Description
MDR – Medical Report – Confidential
Docket Date
7/3/2013
Filing Party
Filing Date
7/2/2013
Description
ROG - Report Of Guardian
Docket Date
7/10/2013
Filing Party
Filing Date
6/24/2013
Description
431- Review For Compliance
Docket Date
6/24/2013
Filing Party
Filing Date
2/24/2013
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
2/24/2013
Filing Party
Filing Date
11/30/2012
Description
NOT - Notice
Docket Date
12/14/2012
Filing Party
NOTE:
OF CHANGE OF ATTORNEYS RATE OF COMPENSATION
Filing Date
6/15/2012
Description
LTA - Letter Of Appointment
Docket Date
6/19/2012
Filing Party
NOTE:
SECOND AMENDED/SOUTHWEST FIDUCIARY INC
Filing Date
6/1/2012
Description
RAC - Request for Change Of Address/Name
Docket Date
6/4/2012
Filing Party
Filing Date
5/31/2012
Description
ORD - Order
Docket Date
6/5/2012
Filing Party
NOTE:
RENEWING INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/9/2012
Description
MDR – Medical Report – Confidential
Docket Date
5/10/2012
Filing Party
Filing Date
5/9/2012
Description
MDR – Medical Report – Confidential
Docket Date
5/10/2012
Filing Party
Filing Date
5/9/2012
Description
ROG - Report Of Guardian
Docket Date
5/11/2012
Filing Party
Filing Date
5/9/2012
Description
MOT - Motion
Docket Date
5/24/2012
Filing Party
NOTE:
EXPEDITED STIPULATED/TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
3/4/2012
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
3/4/2012
Filing Party
Filing Date
10/24/2011
Description
RAC - Request for Change Of Address/Name
Docket Date
10/26/2011
Filing Party
Filing Date
6/9/2011
Description
LTA - Letter Of Appointment
Docket Date
6/10/2011
Filing Party
NOTE:
1ST AMENDED / OF GUARDIANSHIP WITH MENTAL HEALTH POWERS / SOUTHWEST FIDUCIARY INC
Filing Date
6/2/2011
Description
022 - ME: Order Signed
Docket Date
6/2/2011
Filing Party
Filing Date
6/1/2011
Description
ORD - Order
Docket Date
6/3/2011
Filing Party
NOTE:
RENEWING INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/18/2011
Description
RES - Response
Docket Date
5/20/2011
Filing Party
NOTE:
TO MOTION TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/9/2011
Description
MDR – Medical Report – Confidential
Docket Date
5/10/2011
Filing Party
Filing Date
5/9/2011
Description
ROG - Report Of Guardian
Docket Date
5/10/2011
Filing Party
Filing Date
5/4/2011
Description
MDR – Medical Report – Confidential
Docket Date
5/5/2011
Filing Party
Filing Date
5/4/2011
Description
MOT - Motion
Docket Date
5/5/2011
Filing Party
NOTE:
TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
3/6/2011
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
3/6/2011
Filing Party
Filing Date
1/24/2011
Description
AMO - Amended Order
Docket Date
1/25/2011
Filing Party
NOTE:
AUTHORIZING AND DIRECTING RELEASE OF RESTRICTED FUNDS AND INCREASE OF BOND
Filing Date
12/6/2010
Description
005 - ME: Hearing
Docket Date
12/6/2010
Filing Party
Filing Date
12/3/2010
Description
ORD - Order
Docket Date
12/6/2010
Filing Party
NOTE:
GRANTING MOTION TO APPEAR TELEPHONICALLY
Filing Date
11/24/2010
Description
OFR - Order Approving Release of Funds
Docket Date
12/7/2010
Filing Party
NOTE:
RESTRICTED/AND INCREASE OF BOND
Filing Date
11/23/2010
Description
MOT - Motion
Docket Date
11/26/2010
Filing Party
NOTE:
TO APPEAR TELEPHONICALLY
Filing Date
11/22/2010
Description
CSR - Case Status Report
Docket Date
11/26/2010
Filing Party
Filing Date
11/16/2010
Description
NOT - Notice
Docket Date
11/17/2010
Filing Party
NOTE:
OF LODGING ORDER AUTHORIZIGN AND DIRECTING RELEASE OF RESTRICTED FUNDS AND INCREASE OF BOND
Filing Date
10/26/2010
Description
NOH - Notice Of Hearing
Docket Date
10/27/2010
Filing Party
Filing Date
10/26/2010
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
10/28/2010
Filing Party
Filing Date
10/22/2010
Description
PTT - Petition
Docket Date
10/26/2010
Filing Party
NOTE:
FOR ORDER AUTHORIZING AND RELEASING RESTRICTED FUNDS AND INCREASE OF BOND
Filing Date
8/25/2010
Description
098 - ME: Substitution Of Counsel
Docket Date
8/25/2010
Filing Party
Filing Date
8/23/2010
Description
OCW - Order for Withdrawal of Counsel
Docket Date
8/26/2010
Filing Party
Filing Date
8/19/2010
Description
STP - Stipulation
Docket Date
8/20/2010
Filing Party
NOTE:
FOR SUBSTITUTION OF COUNSEL FOR SOUTHWEST FIDUCIARY INC
Filing Date
6/10/2010
Description
RES - Response
Docket Date
6/16/2010
Filing Party
NOTE:
TO MOTION TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
6/9/2010
Description
LTA - Letter Of Appointment
Docket Date
6/16/2010
Filing Party
NOTE:
OF GUARDIANSHIP AND AUTHORITY TO CONSENT TO INPATIENT MENTAL HEALTH CARE AND TREATMENT / SOUTHWEST FIDUCIARY INC
Filing Date
6/4/2010
Description
ORD - Order
Docket Date
6/8/2010
Filing Party
NOTE:
EXTENDING EXPIRATION DATE OF INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/24/2010
Description
MOT - Motion
Docket Date
5/25/2010
Filing Party
NOTE:
TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/24/2010
Description
SDD - Notice: Sealed Document
Docket Date
6/8/2010
Filing Party
NOTE:
MEDICAL REPORT
Filing Date
6/18/2009
Description
LTA - Letter Of Appointment
Docket Date
6/22/2009
Filing Party
NOTE:
SOUTHWEST FIDUCIARY INC
Filing Date
6/10/2009
Description
ORD - Order
Docket Date
6/17/2009
Filing Party
NOTE:
RENEWING INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/31/2009
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
5/31/2009
Filing Party
Filing Date
5/13/2009
Description
MOT - Motion
Docket Date
5/14/2009
Filing Party
NOTE:
TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/13/2009
Description
NOF - Notice Of Filing
Docket Date
5/14/2009
Filing Party
NOTE:
OF ANNUAL REPORT OF GUARDIAN
Filing Date
5/13/2009
Description
SDD - Notice: Sealed Document
Docket Date
5/14/2009
Filing Party
NOTE:
MEDICAL REPORT
Filing Date
5/11/2009
Description
023 - ME: Order Entered By Court
Docket Date
5/11/2009
Filing Party
Filing Date
5/8/2009
Description
ORD - Order
Docket Date
5/12/2009
Filing Party
NOTE:
APPROVING FILING OF INFORMAL BIEANNIAL ACCOUNTINGS OF TRUSTEES
Filing Date
4/30/2009
Description
PTT - Petition
Docket Date
5/4/2009
Filing Party
NOTE:
STIPULATED/FOR ORDER APPROVING FILING OF INFORMAL BIENNIAL ACCOUNTINGS OF TRUSTEE
Filing Date
3/1/2009
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
3/1/2009
Filing Party
Filing Date
1/22/2009
Description
005 - ME: Hearing
Docket Date
1/22/2009
Filing Party
Filing Date
1/12/2009
Description
REP - Report
Docket Date
1/21/2009
Filing Party
NOTE:
ATTORNEYS/ RE PETITION FOR APPROVAL OF THIRD ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE
Filing Date
1/8/2009
Description
NOT - Notice
Docket Date
1/9/2009
Filing Party
NOTE:
OF LODGING PROPOSED FORM OF ORDER APPROVING THIRD ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE
Filing Date
12/15/2008
Description
NOH - Notice Of Hearing
Docket Date
12/23/2008
Filing Party
NOTE:
AMENDED / NON APPEARANCE FOR APPROVAL OF THIRD ANNUAL ACCOUNT OF TRUSTEE
Filing Date
12/15/2008
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
12/23/2008
Filing Party
NOTE:
AMENDED NOTICE OF NON APPEARANCE HEARING ON PETITION FOR APPROVAL OF THIRD ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE
Filing Date
12/10/2008
Description
NOH - Notice Of Hearing
Docket Date
12/15/2008
Filing Party
NOTE:
NON APPEARANCE / ON PETITION FOR APPROVAL OF THIRD ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE
Filing Date
12/10/2008
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
12/15/2008
Filing Party
NOTE:
NOTICE OF NON APPEARANCE HEARING ON PETITION FOR APPROVAL OF THIRD ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE
Filing Date
11/24/2008
Description
435 - Court Accountant Report
Docket Date
12/1/2008
Filing Party
Filing Date
9/2/2008
Description
RES - Response
Docket Date
9/3/2008
Filing Party
NOTE:
TO COURT ACCOUNTANTS REPORT AND RECOMMENDATION INITIAL REVIEW DATED 08/18/08 OF THIRD ANNUAL ACCOUNT OF CONSERVATOR SUCCESSOR TRUSTEE
Filing Date
8/18/2008
Description
435 - Court Accountant Report
Docket Date
8/25/2008
Filing Party
Filing Date
7/21/2008
Description
RAC - Request for Change Of Address/Name
Docket Date
7/28/2008
Filing Party
Ward(1)
Filing Date
6/18/2008
Description
ASR - Affidavit in Support of Attorney Fees
Docket Date
6/20/2008
Filing Party
Filing Date
6/9/2008
Description
PTT - Petition
Docket Date
6/12/2008
Filing Party
NOTE:
FOR APPROVAL OF THIRD ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE
Filing Date
6/6/2008
Description
ROG - Report Of Guardian
Docket Date
6/11/2008
Filing Party
Filing Date
6/6/2008
Description
NOF - Notice Of Filing
Docket Date
6/11/2008
Filing Party
NOTE:
ANNUAL REPORT OF GUARDIAN AND PHYSICIANS STATEMENT
Filing Date
6/6/2008
Description
SDD - Notice: Sealed Document
Docket Date
6/11/2008
Filing Party
NOTE:
MEDICAL REPORT
Filing Date
6/4/2008
Description
LTA - Letter Of Appointment
Docket Date
6/9/2008
Filing Party
NOTE:
AND AUTHORITY TO CONSENT TO INPATIENT MENTAL HEALTH CARE AND TREATMENT SOUTHWEST FIDUCIARY
Filing Date
5/29/2008
Description
ORD - Order
Docket Date
6/2/2008
Filing Party
NOTE:
CONTINUING INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
4/15/2008
Description
REP - Report
Docket Date
4/17/2008
Filing Party
NOTE:
MEDICAL REPORT
Filing Date
4/11/2008
Description
MOT - Motion
Docket Date
4/16/2008
Filing Party
NOTE:
EMERGENCY/ TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY AND ACCELERATION THEREON
Filing Date
1/17/2008
Description
ORD - Order
Docket Date
1/18/2008
Filing Party
NOTE:
APPROVING SECOND ANNUAL ACCOUNT OF SUCCESSOR CONSERVATOR AND TRUSTEE AND PARTIALLY UNRESTRICTING AND RELEASING TRUST FUNDS
Filing Date
1/17/2008
Description
ORD - Order
Docket Date
1/18/2008
Filing Party
NOTE:
APPROVING ATTORNEY FEES AND COSTS
Filing Date
1/15/2008
Description
005 - ME: Hearing
Docket Date
1/15/2008
Filing Party
Filing Date
12/31/2007
Description
REP - Report
Docket Date
1/3/2008
Filing Party
NOTE:
ATTORNEYS/ REGARDING PETITION FOR APPROVAL OF SECOND ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
12/21/2007
Description
NOT - Notice
Docket Date
12/27/2007
Filing Party
NOTE:
OF LODGING FORM OF ORDER APPROVING SECOND ANNUAL ACCOUNT OF SUCCESSOR CONSERVATOR AND TRUSTEE AND PARTIALLY UNRESTRICTING AND RELEASING TRUST FUNDS
Filing Date
12/5/2007
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
12/10/2007
Filing Party
NOTE:
/ NOTICE OF NON APPEARANCE HEARING ON PETITION FOR APPROVAL OF SECOND ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
12/5/2007
Description
NOT - Notice
Docket Date
12/10/2007
Filing Party
NOTE:
/ OF NON APPEARANCE HEARING ON PETITION FOR APPROVAL OF SECOND ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
12/4/2007
Description
SDO - Order to Seal Documents
Docket Date
12/5/2007
Filing Party
NOTE:
INVESTIGATIVE REPORT
Filing Date
11/19/2007
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
11/26/2007
Filing Party
Filing Date
11/19/2007
Description
NOH - Notice Of Hearing
Docket Date
11/26/2007
Filing Party
Filing Date
11/7/2007
Description
AAF - Application For Attorney Fees
Docket Date
11/19/2007
Filing Party
Filing Date
11/6/2007
Description
435 - Court Accountant Report
Docket Date
11/21/2007
Filing Party
Filing Date
9/20/2007
Description
ASR - Affidavit in Support of Attorney Fees
Docket Date
9/24/2007
Filing Party
NOTE:
AND COSTS
Filing Date
8/22/2007
Description
PTT - Petition
Docket Date
8/24/2007
Filing Party
NOTE:
FOR APPROVAL OF SECOND ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
6/12/2007
Description
NOF - Notice Of Filing
Docket Date
6/18/2007
Filing Party
NOTE:
ANNUAL REPORT OF GUARDIAN
Filing Date
5/11/2007
Description
LTA - Letter Of Appointment
Docket Date
5/16/2007
Filing Party
NOTE:
OF GUARDIANSHIP AND AUTHORITY TO CONSENT TO INPATIENT MENTAL HEALTH CARE AND TREATMENT
Filing Date
5/7/2007
Description
005 - ME: Hearing
Docket Date
5/7/2007
Filing Party
Filing Date
5/2/2007
Description
ORD - Order
Docket Date
5/8/2007
Filing Party
NOTE:
CONTINUING INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
5/1/2007
Description
022 - ME: Order Signed
Docket Date
5/1/2007
Filing Party
Filing Date
4/27/2007
Description
ORD - Order
Docket Date
5/8/2007
Filing Party
NOTE:
/ APPROVING FIRST ANNUAL ACCOUNT OF SUCCESSOR CONSERVATOR AND TRUSTEE AND PARTIALLY UNRESTRICTING AND RELEASING TRUST FUNDS
Filing Date
4/9/2007
Description
REP - Report
Docket Date
4/11/2007
Filing Party
NOTE:
ATTORNEY'S/ RE PETITION FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
4/9/2007
Description
RES - Response
Docket Date
4/11/2007
Filing Party
NOTE:
TO MOTION TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
3/29/2007
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
3/30/2007
Filing Party
NOTE:
NOTICE OF NON APPEARANCE HEARING ON PETITION FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
3/29/2007
Description
NOH - Notice Of Hearing
Docket Date
3/30/2007
Filing Party
NOTE:
NON APPEARANCE ON PETITION FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
3/28/2007
Description
MOT - Motion
Docket Date
3/29/2007
Filing Party
NOTE:
TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
3/8/2007
Description
435 - Court Accountant Report
Docket Date
3/9/2007
Filing Party
Filing Date
1/8/2007
Description
RES - Response
Docket Date
1/10/2007
Filing Party
NOTE:
TO COURT ACCOUNTANTS REPORT AND RECOMMENDATION INITIAL REVIEW DATED 11/27/06 OF FIRST ANNUAL ACCOUNT OF CONSERVATOR/SUCCESSOR TRUSTEE
Filing Date
11/27/2006
Description
435 - Court Accountant Report
Docket Date
12/1/2006
Filing Party
Filing Date
9/27/2006
Description
ASR - Affidavit in Support of Attorney Fees
Docket Date
9/29/2006
Filing Party
Filing Date
9/1/2006
Description
PTT - Petition
Docket Date
9/5/2006
Filing Party
NOTE:
/ FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF SUCCESSOR TRUSTEE AND FOR PARTIAL UNRESTRICTION AND RELEASE OF TRUST FUNDS
Filing Date
8/15/2006
Description
RAC - Request for Change Of Address/Name
Docket Date
8/16/2006
Filing Party
Guardian(3)
Filing Date
7/28/2006
Description
ORD - Order
Docket Date
8/2/2006
Filing Party
NOTE:
APPROVING ELEVENTH AND FINAL ACCOUNTING BY FORMER TRUSTEE AND APPROVING ATTORNEY FEES AND COSTS
Filing Date
7/28/2006
Description
005 - ME: Hearing
Docket Date
7/28/2006
Filing Party
Filing Date
7/26/2006
Description
REP - Report
Docket Date
8/2/2006
Filing Party
NOTE:
ATTORNEY /RE PETITION FOR APPROVAL OF ELEVENTH AND FINAL ACCOUNTING BY FORMER TRUSTEE AND APPLICATION FOR ATTORNEY FEES AND COSTS
Filing Date
7/11/2006
Description
005 - ME: Hearing
Docket Date
7/11/2006
Filing Party
Filing Date
7/5/2006
Description
ORD - Order
Docket Date
7/14/2006
Filing Party
NOTE:
APPLICATION REGARDING ATTORNEYS FEES AND COSTS FOR THE PERIOD 01/04/05-06/09/06
Filing Date
6/26/2006
Description
MOT - Motion
Docket Date
6/27/2006
Filing Party
NOTE:
TO WITHDRAW
Filing Date
6/16/2006
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
6/19/2006
Filing Party
Filing Date
6/16/2006
Description
NOH - Notice Of Hearing
Docket Date
6/19/2006
Filing Party
NOTE:
REGARDING APPLICATION REGARDING ATTORNEYS FEES AND COSTS FOR THE PERIOD 01/04/05-06/09/06
Filing Date
6/9/2006
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
6/13/2006
Filing Party
Filing Date
6/9/2006
Description
NOH - Notice Of Hearing
Docket Date
6/13/2006
Filing Party
Filing Date
6/9/2006
Description
MOT - Motion
Docket Date
6/13/2006
Filing Party
NOTE:
TO WITHDRAW
Filing Date
6/9/2006
Description
AAF - Application For Attorney Fees
Docket Date
6/13/2006
Filing Party
NOTE:
AND COSTS FOR THE PERIOD 01/04/05-06/09/06
Filing Date
6/5/2006
Description
NOF - Notice Of Filing
Docket Date
6/6/2006
Filing Party
NOTE:
ANNUAL REPORT OF GUARDIAN
Filing Date
6/5/2006
Description
RAC - Request for Change Of Address/Name
Docket Date
6/8/2006
Filing Party
NOTE:
Filing Date
6/1/2006
Description
435 - Court Accountant Report
Docket Date
6/5/2006
Filing Party
Filing Date
4/12/2006
Description
ORD - Order
Docket Date
4/13/2006
Filing Party
NOTE:
CONTINUING INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
4/11/2006
Description
RAC - Request for Change Of Address/Name
Docket Date
4/13/2006
Filing Party
Ward(1)
Filing Date
4/10/2006
Description
PTT - Petition
Docket Date
4/11/2006
Filing Party
NOTE:
FOR APPROVAL OF ELEVENTH AND FINAL ACCOUNTING BY FORMER TRUSTEE AND APPLICATION FOR ATTORNEY FEES AND COSTS
Filing Date
4/10/2006
Description
022 - ME: Order Signed
Docket Date
4/10/2006
Filing Party
Filing Date
4/7/2006
Description
ORD - Order
Docket Date
4/10/2006
Filing Party
NOTE:
CONTINUING INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
4/5/2006
Description
RES - Response
Docket Date
4/7/2006
Filing Party
NOTE:
TO MOTION TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
3/14/2006
Description
MOT - Motion
Docket Date
3/16/2006
Filing Party
NOTE:
TO RENEW INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
3/6/2006
Description
016 - ME: Ext/Time/Filing Granted
Docket Date
3/6/2006
Filing Party
Filing Date
3/3/2006
Description
ORD - Order
Docket Date
3/7/2006
Filing Party
NOTE:
FOR TEMPOROARY EXTENSION OF INPATIENT MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
2/21/2006
Description
MOT - Motion
Docket Date
2/22/2006
Filing Party
NOTE:
/ FOR TEMPORARY EXTENSION OF MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
2/15/2006
Description
MOT - Motion
Docket Date
2/16/2006
Filing Party
NOTE:
FOR TEMPORARY EXTENSION OF MENTAL HEALTH CARE AND TREATMENT AUTHORITY
Filing Date
8/1/2005
Description
BON - Bond
Docket Date
8/5/2005
Filing Party
Filing Date
7/27/2005
Description
022 - ME: Order Signed
Docket Date
7/27/2005
Filing Party
Filing Date
7/20/2005
Description
ORD - Order
Docket Date
7/26/2005
Filing Party
NOTE:
AMENDED/UNRESTRICTING, RELEASING AND TRANSFERRING SPECIAL NEEDS TRUST, APPROVING APPOINTMENT OF SUCCESSOR TRUSTEE; AND CONSOLIDATING MINOR AND ADULT PROBATE PROCEEDINGS
Filing Date
7/13/2005
Description
NOF - Notice Of Filing
Docket Date
7/15/2005
Filing Party
NOTE:
PROOF OF RESTRICTED ACCOUNT FROM DEPOSITORY
Filing Date
7/13/2005
Description
PRD - Proof Of Restricted Account
Docket Date
7/15/2005
Filing Party
NOTE:
FROM DEPOSITORY
Filing Date
6/28/2005
Description
MOT - Motion
Docket Date
6/29/2005
Filing Party
NOTE:
FOR AMENDED ORDER UNRESTRICTING RELEASING AND TRANSFERRING SPECIAL NEEDS TRUST APPROVING APPOINTMENT OF SUCCESSOR TRUSTEE AND CONSOLIDATING MINOR AND ADULT PROBATE PROCEEDINGS
Filing Date
5/13/2005
Description
053 - ME: Case Consolidation
Docket Date
5/13/2005
Filing Party
Filing Date
5/5/2005
Description
ORD - Order
Docket Date
5/9/2005
Filing Party
NOTE:
UNRESTRICTING RELEASING AND TRANSFERRING SPECIAL NEEDS TRUST APPROVING APPOINTMENT OF SUCCESSOR TRUSTEE AND CONSOLIDATING MINOR AND ADULT PROBATE PROCEEDINGS
Filing Date
5/5/2005
Description
RES - Response
Docket Date
5/9/2005
Filing Party
NOTE:
TO PETITION TO UNRESTRICT RELEASE AND TRANSFER SPECIAL NEEDS TRUST AND FOR APPOINTMENT OF SUCCESSOR TRUSTEE AND MOTION TO CONSOLIDATE MINOR AND ADULT PROCEEDINGS
Filing Date
5/3/2005
Description
NOF - Notice Of Filing
Docket Date
5/5/2005
Filing Party
NOTE:
INVESTMENT PLAN OF CONSERVATOR AND PROPOSED SUCCESSOR TRUSTEE
Filing Date
4/13/2005
Description
NOH - Notice Of Hearing
Docket Date
4/14/2005
Filing Party
NOTE:
ON PETITION TO UNRESTRICT AND TRANSFER SPECIAL NEEDS TRUST AND FOR APPOINTMENT OF SUCCESSOR TRUSTEE AND ON MOTION TO CONSOLIDATE MINOR AND ADULT PROCEEDINGS
Filing Date
4/13/2005
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
4/14/2005
Filing Party
NOTE:
NOTICE OF HEARING ON PETITION TO UNRESTRICT AND TRANSFER SPECIAL NEEDS TRUST AND FOR APPOINTMENT OF SUCCESSOR TRUSTEE AND ON MOTION TO CONSOLIDATE MINOR AND ADULT PROCEEDINGS
Filing Date
4/8/2005
Description
PTT - Petition
Docket Date
4/13/2005
Filing Party
NOTE:
TO UNRESTRICT, RELEASE AND TRANSFER SPECIAL NEEDS TRUST AND FOR APPOINTMENT OF SUCCESSOR TRUSTEE; AND MOTION TO CONSOLIDATE MINOR AND ADULT PROCEEDINGS
Filing Date
4/8/2005
Description
NOT - Notice
Docket Date
4/13/2005
Filing Party
NOTE:
ACCEPTANCE OF APPOINTMENT AS SUCCESSOR TRUSTEE-SOUTHWEST FIDUCIARY INC-GREGORY DO VICO PRESIDENT
Filing Date
3/29/2005
Description
IRE - Investigative Report
Docket Date
4/5/2005
Filing Party
Filing Date
3/4/2005
Description
421- Appoint Guardian/Consev
Docket Date
3/4/2005
Filing Party
Filing Date
3/1/2005
Description
AFF - Affidavit
Docket Date
3/3/2005
Filing Party
NOTE:
OF PROPOSED APPOINTEE PURSUANT TO
Filing Date
2/23/2005
Description
OCA - Order To Conservator(s) & Acknowledgement
Docket Date
3/7/2005
Filing Party
Filing Date
2/23/2005
Description
OCA - Order To Conservator(s) & Acknowledgement
Docket Date
3/7/2005
Filing Party
Filing Date
2/23/2005
Description
LTA - Letter Of Appointment
Docket Date
2/28/2005
Filing Party
NOTE:
AS PERMANENT GUARDIAN AND CONSERVATOR AND ACCEPTANCE OF LETTERS-SOUTHWEST FIDUCIARY INC
Filing Date
2/23/2005
Description
OAG - Order Appointing Guardian Incap Person
Docket Date
2/28/2005
Filing Party
NOTE:
PERMANENT/WITH AUTHORITY TO CONSENT TO INPATIENT MENTAL HEALTH CARE AND TREATMENT INCLUDING PLACEMENT-THE SOUTHWEST FIDUCIARY
Filing Date
2/23/2005
Description
NAR - Notice Of Appearance
Docket Date
3/1/2005
Filing Party
Filing Date
2/17/2005
Description
NOH - Notice Of Hearing
Docket Date
2/23/2005
Filing Party
NOTE:
REGARDING PETITION FOR APPOINTMENT OF PERMANENT GUARDIAN AND CONSERVATOR OF AN INCAPACITATED PERSON AND FOR AUTHORITY TO CONSENT TO INPATIENT MENTAL HEALTH CARE AND TREATMENT
Filing Date
2/11/2005
Description
025 - ME: Case Status Minute Entry
Docket Date
2/11/2005
Filing Party
Filing Date
2/8/2005
Description
APE - Application/Petition
Docket Date
2/9/2005
Filing Party
NOTE:
FOR APPOINTMENT OF PERMANENT TITLE 14 GUARDIAN AND CONSERVATOR OF AN INCAPACITATED PERSON AND FOR AUTHORITY TO CONSENT TO INPATIENT MENTAL HEALTH CARE AND TREATMENT
Filing Date
2/8/2005
Description
AFF - Affidavit
Docket Date
2/9/2005
Filing Party
NOTE:
OF PROPOSED APPOINTEE PURSUANT TO
Filing Date
2/8/2005
Description
PTT - Petition
Docket Date
2/9/2005
Filing Party
NOTE:
FOR APPOINTMENT OF ATTORNEY PHYSICIAN AND INVESTIGATOR
Case Calendar
Date
Time
Event
Date
2/23/2005
Time
15:00
Event
Emergency Hearing
Date
5/5/2005
Time
10:00
Event
Miscellaneous - (Appearance)
Date
5/24/2005
Time
11:00
Event
Miscellaneous - (Non-Appearance)
Date
7/5/2006
Time
11:00
Event
Miscellaneous - (Non-Appearance)
Date
7/26/2006
Time
11:00
Event
Accounting Approval (non-Appearance)
Date
4/25/2007
Time
11:00
Event
Accounting Approval (non-Appearance)
Date
1/9/2008
Time
11:00
Event
Accounting Approval (non-Appearance)
Date
1/9/2008
Time
11:00
Event
Miscellaneous - (Non-Appearance)
Date
1/15/2009
Time
11:00
Event
Accounting Approval (non-Appearance)
Date
11/24/2010
Time
9:00
Event
Miscellaneous - (Appearance)