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Case Information
Case Number:
PB2011-090744
Judge:
Corral, Janette
Plaintiff
Phyllis J  Sickler
Location:
Southeast
Case Type:
Probate
Party Information
Party Name
Relationship
Sex
Attorney
Party Name
Phyllis J Sickler
Relationship
Ward
Sex
Female
Attorney
Marc Pulsifer
Party Name
Phyllis J Sickler Trust
Relationship
Trust Name
Sex
Attorney
Pro Per
Party Name
Stephanie McCollum
Relationship
Petitioner
Sex
Female
Attorney
James Fassold
Case Documents
Filing Date
Description
Docket Date
Filing Party
Filing Date
3/13/2019
Description
NOT - Notice
Docket Date
3/18/2019
Filing Party
NOTE:
OF DEATH OF WARD
Filing Date
12/4/2018
Description
023 - ME: Order Entered By Court
Docket Date
12/4/2018
Filing Party
Filing Date
12/3/2018
Description
ORD - Order
Docket Date
12/6/2018
Filing Party
NOTE:
VACATING 08/23/2018 ORDER APPROVING SINGLE TRANSACTION AUTHORITY TO ESTABLISH INCOME ONLY TRUST AND TRUST SPEND-DOWN FOR ALTCS PURPOSES
Filing Date
11/28/2018
Description
CSR - Case Status Report
Docket Date
12/3/2018
Filing Party
NOTE:
AND STIPULATED MOTION TO VACATE ORDER
Filing Date
11/2/2018
Description
UPI - Updated Information Address and/or Name
Docket Date
11/5/2018
Filing Party
Filing Date
10/19/2018
Description
022 - ME: Order Signed
Docket Date
10/19/2018
Filing Party
Filing Date
10/18/2018
Description
ORD - Order
Docket Date
10/22/2018
Filing Party
NOTE:
EXTENDING DEADLINE TO FILE PROOF OF SPEND-DOWN ESTABLISHMENT OF INCOME ONLY TRUST AND ALTCS APPROVAL
Filing Date
9/28/2018
Description
MOT - Motion
Docket Date
10/2/2018
Filing Party
NOTE:
TO EXTEND DEADLINE TO FILE PROOF OF SPEND-DOWN, ESTABLISHMENT OF INCOME ONLY TRUST, AND ALTCS APPROVAL
Filing Date
8/27/2018
Description
005 - ME: Hearing
Docket Date
8/27/2018
Filing Party
Filing Date
8/23/2018
Description
ORD - Order
Docket Date
8/29/2018
Filing Party
NOTE:
APPROVING SINGLE TRANSACTIN AUTHORITY TO ESTABLISH INCOME ONLY TRUST AND TRUST SPENDDOWN FOR ALTCS PURPOSES
Filing Date
8/9/2018
Description
GSV - Guardian Site Visit Report
Docket Date
8/14/2018
Filing Party
Filing Date
8/9/2018
Description
NOH - Notice Of Hearing
Docket Date
8/15/2018
Filing Party
NOTE:
/ TELEPHONIC APPEARANCE / ON STIPULATED PETITION FOR SINGLE TRANSACTION AUTHORITY TO ESTABLISH INCOME ONLY TRUST AND FOR APPROVAL OF TRUST SPEND DOWN FOR ALTCS PURPOSES
Filing Date
8/9/2018
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
8/15/2018
Filing Party
Filing Date
8/6/2018
Description
ORD - Order
Docket Date
8/8/2018
Filing Party
NOTE:
GRANTING STIPULATED MOTION FOR EXPEDITED HEARING AND TELEPHONIC APPEARANCE OF PARTIES
Filing Date
7/19/2018
Description
MOT - Motion
Docket Date
7/24/2018
Filing Party
NOTE:
STIPULATED / FOR EXPEDITED HEARING AND TELEPHONIC APPEARANCE OF PARTIES
Filing Date
7/19/2018
Description
PTT - Petition
Docket Date
7/24/2018
Filing Party
NOTE:
STIPULATED / FOR SINGLE TRANSACTION AUTHORITY TO ESTABLISH INCOME ONLY TRUST AND FOR APPROVAL OF TRUST SPEND-DOWN FOR ALTCS PURPOSES
Filing Date
6/13/2018
Description
MDR – Medical Report – Confidential
Docket Date
6/15/2018
Filing Party
Filing Date
6/13/2018
Description
NOF - Notice Of Filing
Docket Date
6/18/2018
Filing Party
NOTE:
ANNUAL GUARDIAN REPORT
Filing Date
3/4/2018
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
3/4/2018
Filing Party
Filing Date
3/23/2017
Description
ROG - Report Of Guardian
Docket Date
3/27/2017
Filing Party
Filing Date
3/23/2017
Description
MDR – Medical Report – Confidential
Docket Date
3/28/2017
Filing Party
Filing Date
2/26/2017
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
2/26/2017
Filing Party
Filing Date
6/2/2016
Description
MDR – Medical Report – Confidential
Docket Date
6/6/2016
Filing Party
Filing Date
6/2/2016
Description
ROG - Report Of Guardian
Docket Date
6/9/2016
Filing Party
Petitioner(3)
Filing Date
3/11/2016
Description
NOT - Notice
Docket Date
3/16/2016
Filing Party
NOTE:
OF CHANGE IN BASIS OF COMPENSATION
Filing Date
2/28/2016
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
2/28/2016
Filing Party
Filing Date
1/14/2016
Description
NOT - Notice
Docket Date
1/15/2016
Filing Party
NOTE:
OF CHANGE OF ADDRESS FOR WARD
Filing Date
10/27/2015
Description
UPI - Updated Information Address and/or Name
Docket Date
10/29/2015
Filing Party
Filing Date
6/15/2015
Description
ROG - Report Of Guardian
Docket Date
6/18/2015
Filing Party
NOTE:
NOTICE OF FILING/
Filing Date
6/15/2015
Description
MDR – Medical Report – Confidential
Docket Date
6/18/2015
Filing Party
Filing Date
3/1/2015
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
3/1/2015
Filing Party
Filing Date
10/10/2014
Description
NOT - Notice
Docket Date
10/14/2014
Filing Party
NOTE:
OF CHANGE IN BASIS OF COMPENSATION
Filing Date
7/24/2014
Description
NOF - Notice Of Filing
Docket Date
8/19/2014
Filing Party
NOTE:
PHYSICIANS REPORT
Filing Date
7/24/2014
Description
MDR – Medical Report – Confidential
Docket Date
7/25/2014
Filing Party
Filing Date
7/14/2014
Description
NOF - Notice Of Filing
Docket Date
8/1/2014
Filing Party
NOTE:
ANNUAL GUARDIAN REPORT
Filing Date
6/25/2014
Description
023 - ME: Order Entered By Court
Docket Date
6/25/2014
Filing Party
Filing Date
6/23/2014
Description
ORD - Order
Docket Date
7/8/2014
Filing Party
NOTE:
EXTENDING TIME TO FILE ANNUAL GUARDIAN REPORT
Filing Date
6/12/2014
Description
MOT - Motion
Docket Date
7/8/2014
Filing Party
NOTE:
TO EXTEND TIME TO FILE ANNUAL GUARDIAN REPORT
Filing Date
3/2/2014
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
3/2/2014
Filing Party
Filing Date
6/14/2013
Description
MDR – Medical Report – Confidential
Docket Date
6/17/2013
Filing Party
Filing Date
6/14/2013
Description
ROG - Report Of Guardian
Docket Date
6/18/2013
Filing Party
Petitioner(3)
Filing Date
3/24/2013
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
3/24/2013
Filing Party
Filing Date
3/13/2013
Description
NOT - Notice
Docket Date
3/28/2013
Filing Party
NOTE:
OF CHANGE IN BASIS OF COMPENSATION
Filing Date
6/4/2012
Description
MDR – Medical Report – Confidential
Docket Date
6/5/2012
Filing Party
Filing Date
6/4/2012
Description
NOT - Notice
Docket Date
6/6/2012
Filing Party
NOTE:
OF APPOINTMENT OF LICENSED FIDUCIARY
Filing Date
6/4/2012
Description
NOF - Notice Of Filing
Docket Date
6/6/2012
Filing Party
NOTE:
ANNUAL REPORT OF GUARDIAN
Filing Date
6/1/2012
Description
RAC - Request for Change Of Address/Name
Docket Date
6/4/2012
Filing Party
Filing Date
4/1/2012
Description
AGC - Advance Notice To Guardian/Conservator
Docket Date
4/1/2012
Filing Party
Filing Date
9/12/2011
Description
RAC - Request for Change Of Address/Name
Docket Date
9/15/2011
Filing Party
Filing Date
7/28/2011
Description
NOT - Notice
Docket Date
7/29/2011
Filing Party
NOTE:
OF CHANGE OF ADDRESS OF WARD
Filing Date
6/20/2011
Description
421- Appoint Guardian/Consev
Docket Date
6/20/2011
Filing Party
Filing Date
6/15/2011
Description
LTA - Letter Of Appointment
Docket Date
6/17/2011
Filing Party
NOTE:
OF SUCESSOR TRUSTEE / STEPHANIE MCCOLLUM
Filing Date
6/15/2011
Description
AAR - Accpt Appoint Personal Rep/Guard/Conservator
Docket Date
6/17/2011
Filing Party
Filing Date
6/15/2011
Description
AAR - Accpt Appoint Personal Rep/Guard/Conservator
Docket Date
6/17/2011
Filing Party
Filing Date
6/15/2011
Description
LTA - Letter Of Appointment
Docket Date
6/17/2011
Filing Party
NOTE:
OF GUARDIAN / STEPHANIE MCCOLLUM
Filing Date
6/15/2011
Description
OAG - Order Appointing Guardian Incap Person
Docket Date
6/20/2011
Filing Party
NOTE:
AND CONFIRMING APPOINTMNET AS SUCCESSOR TRUSTEE
Filing Date
6/15/2011
Description
OGA - Order To Guardian(s) & Acknowledgement
Docket Date
6/20/2011
Filing Party
Filing Date
6/1/2011
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
6/3/2011
Filing Party
Filing Date
5/26/2011
Description
CIR – Court Investigator Reports - Confidential
Docket Date
5/26/2011
Filing Party
Filing Date
5/26/2011
Description
IRE - Investigative Report
Docket Date
5/27/2011
Filing Party
Filing Date
5/23/2011
Description
RTM - Returned Mail or Returned/ReMailed Mail
Docket Date
5/25/2011
Filing Party
Filing Date
5/16/2011
Description
AFS - Affidavit Of Service
Docket Date
5/19/2011
Filing Party
Filing Date
5/6/2011
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
5/11/2011
Filing Party
NOTE:
SECOND
Filing Date
5/5/2011
Description
023 - ME: Order Entered By Court
Docket Date
5/5/2011
Filing Party
Filing Date
5/4/2011
Description
401 - ME: Order: Appt Atty/Invest/Phys
Docket Date
5/4/2011
Filing Party
Filing Date
5/3/2011
Description
OPC - Order Appt Att/Phy/Visitor
Docket Date
5/4/2011
Filing Party
NOTE:
MARC P PULSIFER ATTORNEY / JOYCE DURHAM N P
Filing Date
4/28/2011
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
5/2/2011
Filing Party
Filing Date
4/28/2011
Description
NOH - Notice Of Hearing
Docket Date
5/2/2011
Filing Party
NOTE:
APPEARANCE/ ON PETITION FOR APPOINTMENT OF GUARDIAN AND CONFIRMATION OF APPOINTMENT AS SUCCESSOR TRUSTEE
Filing Date
4/25/2011
Description
APE - Application/Petition
Docket Date
4/26/2011
Filing Party
Filing Date
4/25/2011
Description
AFP - Affidavit of Proposed Appointee
Docket Date
4/26/2011
Filing Party
Filing Date
4/25/2011
Description
PIF - Probate Information Sheet/Form - Restricted Access
Docket Date
4/26/2011
Filing Party
Filing Date
4/25/2011
Description
MDR – Medical Report – Confidential
Docket Date
4/27/2011
Filing Party
Case Calendar
Date
Time
Event
Date
6/15/2011
Time
10:00
Event
Guardian/Conservator - Adult
Date
7/15/2011
Time
9:00
Event
Compliance Hearing
Date
8/23/2018
Time
11:15
Event
Status Conference