Case Docket

Case Number: 620540  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : HEETER, VALLERY E.
AKA :


Date Code Description Reference Receipt Cost
10/31/22 01 Case Number (Daily Reporter) 10.00
10/31/22 02 Forms 10.00
10/31/22 03 Docketing & Index 15.00
10/31/22 04 Computerized Legal Research 3.00
10/31/22 05 Computer Fee 10.00
10/31/22 07 Legal Aid Trust Fund 26.00
10/31/22 08 Dispute Resolution Fund 15.00
10/31/22 16 Special Projects Fund 15.00
10/31/22 1.1 Full Estate Deposit Rec # 598279 250.00
11/01/22 4.0 Application for Authority to Administer 5.00
Estate
11/01/22 4.0e Entry Setting Hearing and Ordering 12/22/2022 5.00
Notice 2:30 p.m.
KAG
11/01/22 eb Exhibit A - PM Rolling Appointments, .00
Lost Wills and Insolvencies
Zoom Instructions
11/01/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
11/01/22 3.b Application to Dispense With Appraisal .00
11/01/22 3.be Entry Dispensing With Appraisal 5.00
11/01/22 4.0a Fiduciary's Acceptance .00
11/01/22 dc Death Certificate .00
Vallery E. Heeter
11/01/22 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
11/01/22 l Letter from Ohio Attorney General .00
dated October 6, 2022
11/01/22 401 Affidavit as to Unknown Heirs and for .00
Service by Publication
signed by Thomas J. Sacerich on
October 18, 2022
11/01/22 l Letter from attorney received .00
October 27, 2022
11/01/22 eb Exhibit A .00
Zoom Meeting
12/22/22 dr Digital Record of Hearing JAA .00
12/22/22 ZOOM
12/30/22 mo Magistrate's Order 01/24/2023 5.00
-Holding Application in Abeyance & 2:00 PM
Setting Status Conference
12/30/22 eb Exhibit A .00
12/30/22 cos Certificate of Service .00
01/12/23 rmr Regular Mail Returned/Not Complete .00
Allen Reis
01/24/23 dr Digital Record of Hearing JAA .00
1/24/23 ZOOM
01/26/23 mo Magistrate's Order Setting Hearing Date 02/17/2023 5.00
-Thomas Sacerich's app. to administer 9:00 AM
estate & app. to probate will
01/26/23 eb Exhibit A .00
01/26/23 cos Certificate of Service .00
02/17/23 dr Digital Record of Hearing JAA .00
2/17/23 ZOOM
02/21/23 mo Magistrate's Order 04/18/2023 5.00
-Motion for Continuance GRANTED 10:00 AM
02/21/23 eb Exhibit a .00
02/21/23 cos Certificate of Service .00
02/23/23 lw LAST WILL AND TESTAMENT OF: .00
Vallery E. Heeter 08/02/1988
02/23/23 2.0 Application to Probate Will .00
02/23/23 2.3 Entry Admitting Will to Probate 15.00
02/23/23 2.3a Certificate of Service of Notice of .00
Probate of Will
02/23/23 l Cover letter from Atty. Thomas J. .00
Sacerich
Dated: 02/20/2023
04/18/23 5.4a Proof of Publication .00
Columbus Dispatch
03/17/2023, 03/24/2023, 03/31/2023
04/18/23 dr Digital Record of Hearing JAA .00
4/18/23 ZOOM
04/26/23 4.2 Fiduciary's Bond 164160.00 .00
CBS Agency
04/26/23 bacb Bond Application for CBS Agency .00
04/26/23 17d Magistrate's Decision .00
04/26/23 17b Notice To Attorneys and Parties .00
04/26/23 17c Findings of Fact .00
04/26/23 e Entry Decision Appointing Administrator JAA 5.00
With Will Annexed
04/26/23 cos Certificate of Service .00
04/26/23 4.5 Entry Appointing Fiduciary, Letter of JAA 10.00
Authority
SACERICH, THOMAS J. (fidy)
04/27/23 igf Indigent Guardianship Fund 30.00
04/27/23 19k Notice of Case Schedule 1.00
06/07/23 6.0 Inventory 82077.54 17.00
06/07/23 6t Ohio Estate Tax Anticipated? n .00
06/07/23 6.1 Schedule of Assets R/E:No R/E. 0.00 .00
06/07/23 l LETTER:Cover Letter. 06/02/2023 .00
06/08/23 6e Entry Setting Hearing on Inventory .00
07/03/23 6h Judgment Entry Approving Inventory .00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/15/24 13m Citation to File Account 0010196 fidy 5.00
04/15/24 vcos Certificate of Service for Virtual Mail .00
04/15/24 vcs Virtual Service Mail Sent 7.40
Thomas J Sacerich 557923
07/22/24 pbmr Courts Internal PB Mailer Request .00
07/22/24 9a Charge of Contempt/ATTORNEY 0010196 5.00
07/22/24 vcos Certificate of Service for Virtual Mail .00
07/22/24 vcs Virtual Service Mail Sent 8.16
Thomas J Sacerich 006974
07/22/24 eb Exhibit .00
Zoom Hearing
07/30/24 vcr Virtual Service Returned .00
F01 006974
10/03/24 jd Judge's Decision Entry Of Removal 5.00
Thomas J Sacerich Be REMOVED As Admin.
WWA Effective Immediatlely, Letters Of
Authority REVOKED.
10/03/24 cos Certificate of Service .00
12/16/24 ej Judgment Entry Appointing Successor MACKEY 5.00
Administrator
12/16/24 cos Certificate of Service .00
12/23/24 1.1 Full Estate Deposit Rec # 637096 250.00
Competing Application
12/27/24 l LETTER:Attrny letter dtd 12/17/24 .00
12/27/24 4.0 Application for Authority to Administer 5.00
Estate
12/27/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
12/27/24 4.2 Fiduciary's Bond 164160.00 .00
The Ohio
Casualty
Ins Co
12/27/24 poa Power of Attorney .00
12/27/24 4.0a Fiduciary's Acceptance .00
12/27/24 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
DE BROSSE, DEREK A. (fidy)
12/27/24 igf Indigent Guardianship Fund 30.00
12/27/24 adl Additional Letters of Authority 2.00
12/30/24 19k Notice of Case Schedule 1.00
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/09/25 l LETTER:Cover Letter. 04/02/2025. .00
04/09/25 r Receipt .00
04/09/25 6.4 Application to Extend Time to File .00
Inventory
04/09/25 6.5 Entry Extending Time to File Inventory 06/27/2025 5.00
DE BROSSE, DEREK A. (fidy)
04/17/25 eb Exhibit .00
04/22/25 1cd Application for Fiduciary Fees 10.00
04/22/25 atd Append to Document .00
04/22/25 50r Motion to Remove Fiduciary 10.00
04/22/25 atd Append to Document .00
04/24/25 11c Entry Accepting Resignation of Fiduciary .00
05/02/25 pbmr Courts Internal PB Mailer Request .00
05/02/25 pbmr Courts Internal PB Mailer Request .00
05/02/25 13m Citation to File Account 07/11/2025 5.00
9:30 AM
SACERICH, THOMAS J. (fidy)
05/02/25 SR Service Request .00
05/02/25 cos Certificate of Service .00
05/08/25 13.0 Fiduciary's Final Account 01 26.00
SACERICH, THOMAS J. (fidy)
05/08/25 13.1 Receipts and Disbursements .00
05/08/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/09/25 13e Entry Setting Hearing on Account .00
06/20/25 mo Magistrate's Order Continuing Hearing 07/22/2025 5.00
2:00 PM
06/20/25 eb Exhibit A .00
06/20/25 SR Service Request .00
06/20/25 13i Judgment Entry Approving Final Account .00
06/24/25 jcos Certificate of Service/Judicial Staff .00
07/22/25 dr Digital Record of Hearing MCD .00
07/22/2025 / Zoom
07/24/25 misc Attorney Agreement .00
*Thomas J. Sacerich, Esq.*
07/31/25 e Entry 5.00
Vacating Entry Approving Final Account
Filed 06/20/2025
08/25/25 jcos Certificate of Service/Judicial Staff .00
10/14/25 17d Magistrate's Decision MCD 3.00
-Final Acct. is NOT APPROVED
-Mr. Sacerich's fees NOT APPROVED
-See Decision for more details
10/14/25 17b Notice To Attorneys and Parties .00
10/14/25 17c Findings of Fact .00
10/14/25 jcos Certificate of Service/Judicial Staff .00
11/14/25 17n Entry Adopting Magistrate's Decision MACKEY 5.00
-Final Account & Fees NOT APPROVED
-Mr. Sacerich ORDERED to pay his atty
fees back into the estate
11/14/25 ex -Derek DeBrosse's fees are APPROVED .00
-Mr. Sacerich ORDERED to pay Mr.
DeBrosse's fees to the extent there are
assets in the estate
11/14/25 ex -Upon payment of fees, Mr. Sacerich .00
shall file a final account disclosing
the transaction & it's due by 12/01/2025
11/14/25 jcos Certificate of Service/Judicial Staff .00
11/19/25 13.0 Fiduciary's Final Account 02 22.00
SACERICH, THOMAS J. (fidy)
11/19/25 13.1 Receipts and Disbursements .00
11/19/25 r Receipt .00
11/19/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/20/25 13e Entry Setting Hearing on Account .00
11/20/25 Refund payment # 0000083942 108.44
01/05/26 13i Judgment Entry Approving Final Account .00
01/05/26 99 Case Closed .00
BALANCE DUE .00
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