Case Docket

Case Number: 605714  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : HEAVENER, NANCY L.
AKA :


Date Code Description Reference Receipt Cost
09/08/20 01 Case Number (Daily Reporter) 10.00
09/08/20 02 Forms 10.00
09/08/20 03 Docketing & Index 15.00
09/08/20 04 Computerized Legal Research 3.00
09/08/20 05 Computer Fee 10.00
09/08/20 07 Legal Aid Trust Fund 26.00
09/08/20 08 Dispute Resolution Fund 15.00
09/08/20 gi Guardianship Investigator's Expense 75.00
09/08/20 16 Special Projects Fund 15.00
09/08/20 cb COST BILL .00
09/08/20 17.0 Application for Appointment of Guardian 20.00
09/08/20 ge Entry Setting Hearing 09/30/2020 .00
2:00 pm
09/08/20 eb Exhibit A .00
09/08/20 15.0 Next of Kin .00
09/08/20 15.1 Waiver of Notice .00
Paul S Heavener
09/08/20 15.2 Guardian - Fiduciary's Acceptance .00
09/08/20 15.3 Affidavit of Additional Information .00
09/08/20 15.4 Guardian's Credibility Application .00
09/08/20 17ca Change of Address Information for .00
Guardianships
09/08/20 16.1 Affidavit of Custody .00
09/08/20 15.8 Adult Guardianship Service Information .00
09/08/20 psoe Statement of Expert Evaluation .00
09/08/20 17.1b Supplement for Emergency Guardian .00
09/08/20 Receipt 559980 199.00
09/23/20 17.8 Investigator's Report .00
09/23/20 cos Certificate of Service Erik von 18.50
Frese
09/23/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/02/20 1da Application for Continuance of Hearing .00
10/02/20 1de Entry Continuing Hearing 10/27/2020 5.00
2:00 PM
10/02/20 eb Exhibit - ZOOM .00
10/02/20 cos Certificate of Service .00
10/08/20 bcr Background Check Received .00
Paul Heavener BCI & FBI
10/27/20 rgg Receipt of guardianship guide .00
10/27/20 17d Magistrate's Decision Sugar .00
Paul Scott Heavener is appointed
guardian of the person & estate, bond is
set for $374000.00.
10/27/20 17b Notice To Attorneys and Parties .00
10/27/20 17c Findings of Fact .00
10/27/20 17n Entry Adopting Magistrate's Decision 5.00
10/27/20 cos Certificate of Service .00
11/02/20 15.9 Oath of Guardian .00
11/18/20 17d Magistrate's Decision Sugar .00
PAUL S. HEAVERNER IS APPOINTED GUARDIAN AMENDED
OF PERSON & ESTATE OF NANCY L. HEAVENER.
BOND SHALL BE POSTED $750,000.00
11/18/20 17b Notice To Attorneys and Parties .00
11/18/20 17c Findings of Fact .00
12/15/20 cb COST BILL .00
12/15/20 igf Indigent Guardianship Fund 30.00
12/15/20 adl Additional Letters of Authority 2.00
12/15/20 15.5 Entry Appointing Guardian, Letter of SS 5.00
Authority
HEAVENER, PAUL SCOTT (fidy)
12/15/20 15.9 Oath of Guardian .00
12/15/20 4.2 Fiduciary's Bond/RLI Surety 750000.00 .00
CBS
N Romanelli
12/15/20 bacb Bond Application for CBS Agency .00
12/15/20 att Credability & Signature Pages .00
12/15/20 Receipt 564655 65.50
01/26/21 m Counsel for Guardian's Motion to .00
Withdraw
01/26/21 mem Memorandum in Support .00
01/26/21 cos Certificate of Service .00
01/26/21 mo Magistrate's Order Clous 5.00
-Set for hearing on 03/23/2021 @ 8:30 AM
01/26/21 eb Exhibit A .00
01/26/21 cos Certificate of Service .00
02/18/21 6k Notice to File Inventory 0087740 1.00
03/09/21 sc Substitution of Counsel 0090589 .00
03/09/21 15c Application to Release Funds to Guardain .00
03/09/21 15d Entry Authorizing Release of Funds 55301.01 5.00
100183.48
03/09/21 cc Certified Copy 1.00
03/09/21 6.0 Inventory 684031.49 7.00
03/09/21 Receipt 568640 19.00
03/22/21 15c Application to Release Funds to Guardian .00
03/22/21 15d Entry Authorizing Release of Funds AMENDED 5.00
55301.01
100183.48
03/22/21 cc Certified Copy 1.00
03/24/21 mo Magistrate's Order Granting Motion for Clous 5.00
Kelly C. Parks to withdraw as counsel
03/24/21 cos Certificate of Service .00
05/10/21 3.a Application to Appoint Appraiser .00
05/10/21 3.ae Entry Appointing Appraiser 113 5.00
06/17/21 m Motion to Permit the Guardian of Nancy .00
L. Heavener to Purchase Tangible
Personal Property from the Ward
06/17/21 1c Consent Allowing Guardian to Purchase .00
Tangible Personal Property from Ward
Paul Scott Heavner
06/17/21 e Entry HJW 5.00
06/17/21 cc Certified Copy 1.00
06/17/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/17/21 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
06/17/21 ex Extra Pages 8.00
06/17/21 10j Consent to Power to Sell Real Estate 1.00
Paul Scott Heavener
06/17/21 att Attachments .00
06/17/21 e Entry Regarding Bond & Closing Costs 618064.00 5.00
HJW
06/17/21 cc Certified Copy 2.00
06/17/21 6n Appraiser's Certificate v 3.00
Keith Orr
06/17/21 sum Franklin County Auditor's .00
Real Estate Summary
06/17/21 ex Extra Pages 8.00
06/28/21 Receipt 574018 64.00
07/19/21 1ae Entry Increasing Bond 618064.00 5.00
RLI
07/19/21 4.2 Fiduciary's Bond/RLI Surety 1368064.00 .00
RLI
N Romanelli
07/19/21 bacb Bond Application for CBS Agency .00
07/20/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/03/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/03/21 eb Exhibit A .00
11/03/21 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
11/03/21 Receipt 580289 20.00
11/16/21 16k Notice to File 0090589 1.00
11/16/21 13k Notice to File Account 0090589 1.00
02/24/22 1ca Application for Attorney Fees 10.00
Kacie D Waugh
02/24/22 fs Fee Schedule .00
02/24/22 morf Magistrate's Order Regarding Fees 2152.33 .00
02/24/22 50m Application to Terminate 10.00
02/24/22 dc Death Certificate .00
Nancy Louise Heavener
02/24/22 50p Entry Terminating and Ordering Final 01/10/2022 5.00
Account
03/07/22 Receipt 586030 27.00
03/07/22 l LETTER: .00
Vouchers, bank statement and Estate must
be open
05/17/22 l LETTER: to Kacie Waugh .00
from Lindsay E Webster
06/13/22 Receipt 591257 22.00
06/13/22 13.0 Fiduciary's Final Account 01 22.00
06/13/22 13.1 Receipts and Disbursements .00
06/14/22 13e Entry Setting Hearing on Account .00
07/25/22 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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