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Case Information
Case Number:
PB2022-002168
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
Minor
Sex
Male
Attorney
Pro Per
Party Name
Bridget O'Brien Swartz
Relationship
Petitioner
Sex
Female
Attorney
Bridget Swartz
Party Name
Trust Bank
Relationship
Undesignated
Sex
Attorney
Megan Selvey
Party Name
Signurds M Krolls
Relationship
Undesignated
Sex
Male
Attorney
Sigurds Krolls
Case Documents
Filing Date
Description
Docket Date
Filing Party
Filing Date
9/16/2024
Description
OCG – ORDER APPROVING ACCOUNTING
Docket Date
9/17/2024
Filing Party
NOTE:
ORDER APPROVING FIRST ANNUAL ACCOUNT OF CONSERVATOR
Filing Date
9/4/2024
Description
004 - ME: Hearing Continued
Docket Date
9/4/2024
Filing Party
Filing Date
9/3/2024
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
9/5/2024
Filing Party
Filing Date
9/3/2024
Description
NOH - Notice Of Hearing
Docket Date
9/6/2024
Filing Party
NOTE:
CONTINUED INITIAL / REGARDING PETITION FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF CONSERVATOR
Filing Date
8/27/2024
Description
ORD - Order
Docket Date
8/28/2024
Filing Party
NOTE:
ORDER CONTINUING INITIAL HEARING ON PETITION FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF CONSERVATOR
Filing Date
8/22/2024
Description
RES - Response
Docket Date
8/26/2024
Filing Party
NOTE:
TO COURT ACCOUNTANTS REPORT INITIAL REVIEW - FIRST ANNUAL ACCOUNT DATED JUNE 28 2024
Filing Date
8/22/2024
Description
MCO - Motion To Continue
Docket Date
8/26/2024
Filing Party
NOTE:
INITIAL HEARING ON PETITION FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF CONSERVATOR
Filing Date
8/19/2024
Description
023 - ME: Order Entered By Court
Docket Date
8/19/2024
Filing Party
Filing Date
8/16/2024
Description
ORD - Order
Docket Date
8/16/2024
Filing Party
NOTE:
ORDER SUSPENDING DEADLINE TO FILE SECOND ANNUAL ACCOUNT
Filing Date
8/8/2024
Description
NOT - Notice
Docket Date
8/13/2024
Filing Party
NOTE:
OF CHANGE OF ADDRESS AND BASIS FOR COMPENSATION
Filing Date
7/24/2024
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
7/25/2024
Filing Party
Filing Date
7/18/2024
Description
MOT - Motion
Docket Date
7/23/2024
Filing Party
NOTE:
TO SUSPEND DEADLINE TO FILE SECOND ANNUAL ACCOUNT
Filing Date
7/9/2024
Description
NOH - Notice Of Hearing
Docket Date
7/16/2024
Filing Party
NOTE:
INITIAL / REGARDING PETITION FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF CONSERVATOR
Filing Date
6/28/2024
Description
435 - Court Accountant Report
Docket Date
7/11/2024
Filing Party
Filing Date
12/29/2023
Description
PTT - Petition
Docket Date
1/3/2024
Filing Party
NOTE:
FOR APPROVAL OF FIRST ANNUAL ACCOUNT OF CONSERVATOR
Filing Date
12/29/2023
Description
ACT – ACCOUNTING - CONFIDENTIAL
Docket Date
1/4/2024
Filing Party
Filing Date
12/22/2023
Description
RNM - Returned Mail
Docket Date
12/22/2023
Filing Party
NOTE:
Filing Date
11/20/2023
Description
RNM - Returned Mail
Docket Date
11/20/2023
Filing Party
NOTE:
Filing Date
11/16/2023
Description
022 - ME: Order Signed
Docket Date
11/16/2023
Filing Party
Filing Date
11/14/2023
Description
ORD - Order
Docket Date
11/14/2023
Filing Party
NOTE:
Order Approving Extension of Time to File Annual Account of Conservator
Filing Date
11/6/2023
Description
MOT - Motion
Docket Date
11/8/2023
Filing Party
NOTE:
FOR EXTENSION OF TIME TO FILE FIRST ANNUAL ACCOUNT OF CONSERVATOR
Filing Date
11/6/2023
Description
NOT - Notice
Docket Date
11/8/2023
Filing Party
NOTE:
OF BASIS OF COMPENSATION FOR FIDUCIARY FEES
Filing Date
11/6/2023
Description
NOT - Notice
Docket Date
11/8/2023
Filing Party
NOTE:
OF BASIS OF COMPENSATION FOR ATTORNEYS FEES
Filing Date
10/25/2023
Description
PRO - Proof
Docket Date
10/30/2023
Filing Party
NOTE:
OF VEHICLE PURCHASE
Filing Date
10/19/2023
Description
005 - ME: Hearing
Docket Date
10/19/2023
Filing Party
Filing Date
10/12/2023
Description
ORD - Order
Docket Date
10/12/2023
Filing Party
NOTE:
ORDER APPROVING VEHICLE PURCHASE
Filing Date
10/6/2023
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
10/10/2023
Filing Party
Filing Date
10/5/2023
Description
022 - ME: Order Signed
Docket Date
10/5/2023
Filing Party
Filing Date
10/4/2023
Description
ORD - Order
Docket Date
10/4/2023
Filing Party
NOTE:
ORDER RE MOTION TO WAIVER APPEARANCE
Filing Date
10/4/2023
Description
ORD - Order
Docket Date
10/4/2023
Filing Party
NOTE:
ORDER RE MOTION TO WAIVE APPEARANCE
Filing Date
9/28/2023
Description
NOT - Notice
Docket Date
9/29/2023
Filing Party
NOTE:
OF NO OBJECTION AND MOTION TO WAIVE APPEARANCE
Filing Date
9/22/2023
Description
NOT - Notice
Docket Date
9/26/2023
Filing Party
NOTE:
OF NO OBJECTION AND MOTION TO WAIVE APPEARANCE
Filing Date
9/14/2023
Description
NOH - Notice Of Hearing
Docket Date
9/21/2023
Filing Party
NOTE:
OF INITIAL / REGARDING PETITION TO APPROVE VEHICLE PURCHASE
Filing Date
9/13/2023
Description
PTT - Petition
Docket Date
9/14/2023
Filing Party
NOTE:
TO APPROVE VEHICLE PURCHASE
Filing Date
9/13/2023
Description
IAA – INVENTORY/APPRAISMENT - CONFIDENTIAL
Docket Date
9/14/2023
Filing Party
Filing Date
8/17/2023
Description
NOF - Notice Of Filing
Docket Date
8/21/2023
Filing Party
NOTE:
PROOF OF AMENDED LETTERS OF APPOINTMENT OF PERMANENT TITLE 14 CONSERVATOR FOR A MINOR
Filing Date
8/17/2023
Description
NOF - Notice Of Filing
Docket Date
8/21/2023
Filing Party
NOTE:
PROOF OF PURCHASE OF REAL PROPERTY
Filing Date
8/15/2023
Description
LTA - Letter Of Appointment
Docket Date
8/18/2023
Filing Party
NOTE:
TRUSTBANK WITH RESTRICTION
Filing Date
6/14/2023
Description
022 - ME: Order Signed
Docket Date
6/14/2023
Filing Party
Filing Date
6/1/2023
Description
ORD - Order
Docket Date
6/13/2023
Filing Party
NOTE:
APPROVING PURCHASE OF REAL PROPERTY
Filing Date
5/25/2023
Description
005 - ME: Hearing
Docket Date
5/25/2023
Filing Party
Filing Date
5/12/2023
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
5/17/2023
Filing Party
Filing Date
5/12/2023
Description
NAR - Notice Of Appearance
Docket Date
5/18/2023
Filing Party
NOTE:
AND BASIS FOR COMPENSATION
Filing Date
5/3/2023
Description
PTT - Petition
Docket Date
5/6/2023
Filing Party
NOTE:
AMENDED / FOR APPROVAL OF PURCHASE OF REAL PROPERTY
Filing Date
4/11/2023
Description
004 - ME: Hearing Continued
Docket Date
4/11/2023
Filing Party
Filing Date
3/31/2023
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
4/3/2023
Filing Party
Filing Date
3/31/2023
Description
NOT - Notice
Docket Date
4/4/2023
Filing Party
NOTE:
OF LODGING ORDER
Filing Date
2/28/2023
Description
PTT - Petition
Docket Date
3/6/2023
Filing Party
NOTE:
FOR APPROVAL OF PURCHASE OF REAL PROPERTY
Filing Date
2/28/2023
Description
NOH - Notice Of Hearing
Docket Date
3/8/2023
Filing Party
NOTE:
INITIAL / REGARDING PETITION FOR APPROVAL OF PURCHASE OF REAL PROPERTY
Filing Date
11/28/2022
Description
022 - ME: Order Signed
Docket Date
11/28/2022
Filing Party
Filing Date
11/23/2022
Description
ORD - Order
Docket Date
12/5/2022
Filing Party
NOTE:
APPROVING WAIVER OF FILING CREDIT REPORT
Filing Date
10/26/2022
Description
NOF - Notice Of Filing
Docket Date
11/1/2022
Filing Party
NOTE:
INVENTORY AND APPRAISEMENT / ESTATE BUDGET AND SUSTAINABILITY REPORT
Filing Date
10/26/2022
Description
NOF - Notice Of Filing
Docket Date
11/1/2022
Filing Party
NOTE:
PROOF OF ANNUITY PURCHASE AND RECEIPT OF LUMP SUM SETTLEMENT PROCEEDS
Filing Date
10/26/2022
Description
ACT – ACCOUNTING - CONFIDENTIAL
Docket Date
11/3/2022
Filing Party
Filing Date
10/26/2022
Description
IAA – INVENTORY/APPRAISMENT - CONFIDENTIAL
Docket Date
11/3/2022
Filing Party
Filing Date
10/26/2022
Description
NOT - Notice
Docket Date
11/3/2022
Filing Party
NOTE:
USAA LIFE INSURANCE COMPANY
Filing Date
10/24/2022
Description
MOT - Motion
Docket Date
10/30/2022
Filing Party
NOTE:
FOR WAIVER OF FILING CREDIT REPORT
Filing Date
10/7/2022
Description
022 - ME: Order Signed
Docket Date
10/7/2022
Filing Party
Filing Date
10/4/2022
Description
ORD - Order
Docket Date
10/7/2022
Filing Party
NOTE:
APPROVING EXTENSION OF TIME TO FILE PROOF OF PURCHASE OF ANNUITY
Filing Date
10/4/2022
Description
ORD - Order
Docket Date
10/7/2022
Filing Party
NOTE:
APPROVING ENTRY OF AMENED ORDER
Filing Date
10/4/2022
Description
099 - ME: Withdrawal Of Counsel
Docket Date
10/4/2022
Filing Party
Filing Date
9/30/2022
Description
OCW - Order for Withdrawal of Counsel
Docket Date
10/6/2022
Filing Party
Filing Date
9/29/2022
Description
MOT - Motion
Docket Date
10/5/2022
Filing Party
NOTE:
FOR ENTRY OF AMENDED MINUTE ENTRY
Filing Date
9/29/2022
Description
MOT - Motion
Docket Date
10/5/2022
Filing Party
NOTE:
FOR EXTENSION OF TIME TO FILE PROOF OF PURCHASE OF ANNUITY
Filing Date
9/22/2022
Description
MOT - Motion
Docket Date
9/25/2022
Filing Party
NOTE:
TO WITHDRAW AS GUARDIAN AD LITEM FOR MINOR
Filing Date
9/12/2022
Description
CME - Credit Memo
Docket Date
9/15/2022
Filing Party
NOTE:
279.00
Filing Date
9/12/2022
Description
NAR - Notice Of Appearance
Docket Date
9/15/2022
Filing Party
Filing Date
8/15/2022
Description
421- Appoint Guardian/Consev
Docket Date
8/15/2022
Filing Party
Filing Date
8/1/2022
Description
LTA - Letter Of Appointment
Docket Date
8/4/2022
Filing Party
NOTE:
TRUSTBANK WITHOUT RESTRICTIONS
Filing Date
8/1/2022
Description
ORD - Order
Docket Date
8/4/2022
Filing Party
NOTE:
APPROVING SETTLEMENT OF MEDICAL MALPRACTICE CLAIM / ATTORNEYS FEES AND COSTS AND DISPOSITION OF SETTLEMENT PROCEEDS
Filing Date
8/1/2022
Description
OCM - Order Appt Conservator Of Minor Child
Docket Date
8/4/2022
Filing Party
Filing Date
7/25/2022
Description
005 - ME: Hearing
Docket Date
7/25/2022
Filing Party
Filing Date
7/21/2022
Description
NOT - Notice
Docket Date
7/22/2022
Filing Party
NOTE:
NOTICE OF LODGING CORRECTED FORM OF ORDER APPROVING: (1) SETTLEMENT OF MEDICAL MALPRACTICE CLAIM; (2) ATTORNEY'S FEES AND COSTS; AND (3) DISPOSITION OF SETTLEMENT PROCEEDS
Filing Date
7/15/2022
Description
AFS - Affidavit Of Service
Docket Date
7/21/2022
Filing Party
Filing Date
7/14/2022
Description
ASR - Affidavit in Support of Attorney Fees
Docket Date
7/18/2022
Filing Party
Filing Date
7/14/2022
Description
PTT - Petition
Docket Date
7/18/2022
Filing Party
NOTE:
SUPPLEMENTAL / FOR APPROVAL OF SETTLEMENT OF MEDICAL MALPRACTICE CLAIM / ATTORNEYS FEES AND COSTS AND DISPOSITION OF SETLEMENT PROCEEDS
Filing Date
7/14/2022
Description
AFF - Affidavit
Docket Date
7/18/2022
Filing Party
NOTE:
NOTICE OF FILING ATTORNEYS / AND STATEMENT IN UNDERLYING CIVIL MATTER RELEATED TO FEES AND COSTS
Filing Date
7/14/2022
Description
NOT - Notice
Docket Date
7/18/2022
Filing Party
NOTE:
OF LODGING FORM OF ORDER APPROVING SETTLEMENT OF MEDICAL MALPRACTICE CLAIM / ATTORNEYS FEES AND COSTS AND DISPOSITION OF SETLEMENT PROCEEDS
Filing Date
7/13/2022
Description
NOT - Notice
Docket Date
7/19/2022
Filing Party
NOTE:
OF LODGING FORMS OF ORDER APPOINTING PERMANENT CONSERVATOR OF MINOR AND ORDER TO CONSERVATOR OF MINOR
Filing Date
7/12/2022
Description
AAR - Accept Appoint Personal Rep/Guard/Conservator
Docket Date
7/18/2022
Filing Party
NOTE:
FOR A MINOR BY TRUSTBANK
Filing Date
6/23/2022
Description
ACS - Acceptance Of Service
Docket Date
6/27/2022
Filing Party
NOTE:
AND WAIVER OF PROCESS BY LAWRENCE DAVIS
Filing Date
6/23/2022
Description
ACS - Acceptance Of Service
Docket Date
6/28/2022
Filing Party
Filing Date
6/16/2022
Description
PNM - Proof and/ or/ Notice of Mailing
Docket Date
6/20/2022
Filing Party
NOTE:
OF HEARING ON PETITION FOR APPOINTMENT OF PERMANENT TITLE 14 CONSERVATOR FOR A MINOR
Filing Date
6/3/2022
Description
022 - ME: Order Signed
Docket Date
6/3/2022
Filing Party
Filing Date
6/1/2022
Description
ORD - Order
Docket Date
6/7/2022
Filing Party
NOTE:
DIRECTING FILING CERTAIN PLEADINGS AS CONFIDENTIAL DOCUMENTS / SEALING RECORDING OF COURT HEARING / AND ENDORSING DEFENSE COUNSEL IN UNDERLYING CIVIL MATTER ON PROBATE COURT MINUTE ENTRIES
Filing Date
5/26/2022
Description
MOT - Motion
Docket Date
6/4/2022
Filing Party
NOTE:
TO FILE CERTAIN PLEADINGS AS CONFIDENTIAL DOCUMENTS / SEAL RECORDINGS OF COURT HEARING / AND ENDORSE DEFENSE COUNSEL IN UNDERLYING CIVIL MATTER ON PROBATE COURT MINUTE ENTRIES
Filing Date
5/6/2022
Description
NOT - Notice
Docket Date
5/12/2022
Filing Party
NOTE:
OF INTENT TO SEEK COMPENSATION FROM ESTATE BY BRIDGET OBRIEN SWARTZ THROUGH DYER BREGMAN & FERRIS PLLC AS GUARDIAN AS LITEM
Filing Date
5/2/2022
Description
NOH - Notice Of Hearing
Docket Date
5/9/2022
Filing Party
NOTE:
INITIAL REGARDING PETITION FOR APPOINTMENT OF PERMANENT TITLE 14 CONSERVATOR FOR A MINOR
Filing Date
4/28/2022
Description
APE - Application/Petition
Docket Date
5/2/2022
Filing Party
Filing Date
4/28/2022
Description
CSH - Coversheet
Docket Date
5/2/2022
Filing Party
Filing Date
4/28/2022
Description
PIF - Probate Information Sheet/Form - Restricted Access
Docket Date
5/2/2022
Filing Party
Filing Date
4/28/2022
Description
AAR - Accept Appoint Personal Rep/Guard/Conservator
Docket Date
5/2/2022
Filing Party
Case Calendar
Date
Time
Event
Date
7/20/2022
Time
9:00
Event
Guardian/Conservator - Minor
Date
4/6/2023
Time
9:30
Event
Miscellaneous - (Appearance)
Date
5/18/2023
Time
10:00
Event
Miscellaneous - (Appearance)
Date
10/12/2023
Time
10:45
Event
Miscellaneous - (Appearance)
Date
8/26/2024
Time
11:00
Event
Accounting Approval (non-Appearance)
Date
9/16/2024
Time
11:00
Event
Accounting Approval (non-Appearance)