|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
04/15/24
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
04/15/24
|
02
|
Forms
|
|
|
10.00
|
|
04/15/24
|
03
|
Docketing & Index
|
|
|
15.00
|
|
04/15/24
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
04/15/24
|
05
|
Computer Fee
|
|
|
10.00
|
|
04/15/24
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
04/15/24
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
04/15/24
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
04/15/24
|
1.1
|
Full Estate Deposit
|
Rec # 624342
|
250.00
|
|
|
04/17/24
|
plw
|
PROPOSED LAST WILL & TESTAMENT OF:
|
|
|
.00
|
|
|
|
Phyllis Heard
|
05/25/1979
|
|
|
|
04/17/24
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
04/17/24
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
04/17/24
|
4.0e
|
Entry Setting Hearing and Ordering
|
05/23/2024
|
|
5.00
|
|
|
|
Notice
|
10:00am
|
|
|
|
|
|
|
TAS
|
|
|
|
04/17/24
|
eb
|
Exhibit A Zoom Meeting Instructions
|
|
|
.00
|
|
04/17/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
Valerie H. Carlson
|
|
|
|
|
04/17/24
|
4.2B
|
Proposed Bond Documents
|
|
|
.00
|
|
04/17/24
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
04/17/24
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Phyllis Irene Heard
|
|
|
|
|
04/17/24
|
l
|
Cover letter from Atty's office
|
|
|
.00
|
|
|
|
Dated: 04/12/2024
|
|
|
|
|
05/20/24
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
Received: 05/17/2024
|
|
|
|
|
05/20/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
05/20/24
|
rr
|
Return Receipt for Notice of Probate of
|
|
|
.00
|
|
|
|
Will:
|
|
|
|
|
|
|
William H. Meeks, Jr
|
|
|
|
|
05/20/24
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
Amended
|
|
|
|
05/23/24
|
dr
|
Digital Record of Hearing
|
TAS
|
|
.00
|
|
|
|
05/23/2024 / Zoom
|
|
|
|
|
05/24/24
|
4.2
|
Fiduciary's Bond
|
40000.00
|
|
.00
|
|
|
|
|
Ohio TY)
|
|
|
|
|
|
|
Casualty Ins
|
|
|
|
|
|
|
TAS
|
|
|
|
05/24/24
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
05/24/24
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
05/24/24
|
sum
|
Franklin County Auditor's
|
|
|
.00
|
|
|
|
Real Estate Summary
|
|
|
|
|
05/24/24
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
TAS
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
CARLSON, VALERIE H.
|
(fidy)
|
|
|
|
05/24/24
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
05/24/24
|
adl
|
Additional Letters of Authority
|
|
|
1.00
|
|
05/24/24
|
mo
|
Magistrate's Order
|
07/12/2024
|
|
5.00
|
|
|
|
-The app. will be appointed as special
|
11:00 AM
|
|
|
|
|
|
admin. It is also ordered that this be
|
|
|
|
|
|
|
continued, & conducted by zoom
|
|
|
|
|
05/24/24
|
eb
|
Exhibit A
|
|
|
.00
|
|
05/24/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
05/28/24
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
07/12/24
|
dr
|
Digital Record of Hearing
|
HLS
|
|
.00
|
|
|
|
07/12/2024 / Zoom
|
|
|
|
|
08/09/24
|
2.0lw
|
Application to Admit Lost Will
|
|
|
.00
|
|
|
|
to Probate
|
|
|
|
|
08/09/24
|
2.1lw
|
Waiver of Notice to Admit Lost Will
|
|
|
.00
|
|
|
|
to Probate
|
|
|
|
|
|
|
William H Meeks, Jr
|
|
|
|
|
08/09/24
|
mo
|
Magistrate's Order
|
HLS
|
|
5.00
|
|
|
|
The Will dated Dec 5th 2003 is a copy
|
|
|
|
|
|
|
and an app to admit lost will to probate
|
|
|
|
|
|
|
is filed, the matter will be set for Hrg
|
|
|
|
|
08/09/24
|
eb
|
Exhibit A Zoom Hearing Instructions
|
|
|
.00
|
|
08/09/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
08/09/24
|
plw
|
PROPOSED LAST WILL & TESTAMENT OF:
|
|
|
.00
|
|
|
|
Phyllis K Heard
|
12/05/2003
|
|
|
|
08/09/24
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
AMENDED
|
|
|
|
08/09/24
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
William H Meeks Jr
|
|
|
|
|
08/09/24
|
l
|
Cover Letter from Atty Carlson Law Offc
|
06/09/2024
|
|
.00
|
|
09/26/24
|
6m
|
Citation to File Inventory
|
0046578 fidy
|
|
5.00
|
|
09/27/24
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
09/27/24
|
vcs
|
Virtual Service Mail Sent
|
|
|
8.16
|
|
|
|
Valerie H Carlson
|
023513
|
|
|
|
10/08/24
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
F01
|
023513
|
|
|
|
10/17/24
|
l
|
LETTER: 06/09/2024
|
|
|
.00
|
|
|
|
TO: FCPC
|
|
|
|
|
|
|
FROM: Valerie H. Carlson
|
|
|
|
|
10/17/24
|
1da
|
Application for Continuance of Remote
|
|
|
.00
|
|
|
|
Hearing
|
|
|
|
|
10/17/24
|
1de
|
Entry Continuing Hearing
|
12/02/2024
|
|
5.00
|
|
|
|
|
3:00 PM
|
|
|
|
10/17/24
|
eb
|
Exhibit A
|
|
|
.00
|
|
10/17/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
11/08/24
|
l
|
LETTER: to Valerie Carlson
|
|
|
.00
|
|
|
|
from Mag Asst Lindsay E Webster
|
|
|
|
|
11/25/24
|
l
|
LETTER:Cover Letter. 11/22/2024
|
|
|
.00
|
|
11/25/24
|
6.0
|
Inventory
|
120100.00
|
|
17.00
|
|
11/25/24
|
6t
|
Ohio Estate Tax Anticipated?
|
n
|
|
.00
|
|
11/25/24
|
6.1
|
Schedule of Assets R/E:Yes R/E.
|
120100.00
|
|
.00
|
|
11/26/24
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
11/27/24
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
Amended
|
|
|
|
11/27/24
|
lw
|
LAST WILL AND TESTAMENT OF:
|
12/5/2003
|
|
.00
|
|
|
|
Phyllis K Heard
|
|
|
|
|
11/27/24
|
2.3lw
|
Entry Admitting Lost Will to Probate
|
TAS
|
|
15.00
|
|
11/27/24
|
50k
|
Application to Amend Letters of
|
|
|
.00
|
|
|
|
Authority
|
|
|
|
|
11/27/24
|
50l
|
Entry Amending Letters of Authority
|
TAS
|
|
5.00
|
|
11/27/24
|
al
|
Amended Letters of Authority
|
TAS
|
|
.00
|
|
11/27/24
|
l
|
LETTER:Attrny letter received 11/22/2024
|
|
|
.00
|
|
11/27/24
|
401
|
Affidavit of Witness: Tia H Roseboro
|
|
|
.00
|
|
11/27/24
|
att
|
Copy of Will
|
|
|
.00
|
|
11/27/24
|
401
|
Affidavit of Witness: John M Gore
|
|
|
.00
|
|
11/27/24
|
att
|
Copy of Will
|
|
|
.00
|
|
11/27/24
|
cos
|
Certificate of Service:Everette Heard,
|
|
|
.00
|
|
|
|
Keian Meeks-Hochradel, Don Heard,
|
|
|
|
|
|
|
Rufus Heard, and
|
|
|
|
|
|
|
William H Meeks Jr
|
|
|
|
|
11/27/24
|
att
|
Application for Continuance of Remote
|
|
|
.00
|
|
|
|
Hearing
|
|
|
|
|
11/27/24
|
adl
|
Additional Letters of Authority
|
|
|
3.00
|
|
12/04/24
|
mo
|
Magistrate's Order Following Hearing
|
MKB
|
|
5.00
|
|
|
|
-Will has been properly admitted to
|
|
|
|
|
|
|
probate & statutory notice requirements
|
|
|
|
|
|
|
have been satisfied.
|
|
|
|
|
12/04/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
12/23/24
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
12/23/24
|
10j
|
Consent to Power to Sell Real Estate
|
|
|
1.00
|
|
|
|
William H Meeks, Jr
|
|
|
|
|
12/23/24
|
e
|
Entry for Bond
|
36200.00
|
|
5.00
|
|
12/23/24
|
1ae
|
Entry Increasing Bond
|
164000.00
|
|
5.00
|
|
|
|
|
OH Casualty
|
|
|
|
12/23/24
|
4.2
|
Fiduciary's Bond
|
204000.00
|
|
.00
|
|
|
|
|
OH Casualty
|
|
|
|
12/23/24
|
poa
|
Power of Attorney
|
|
|
.00
|
|
01/24/25
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2024
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
04/25/25
|
13m
|
Citation to File Account
|
0046578 fidy
|
|
5.00
|
|
04/28/25
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
04/28/25
|
vcs
|
Virtual Service Mail Sent
|
|
|
8.16
|
|
|
|
Valerie H Carlson
|
069672
|
|
|
|
05/09/25
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
F01
|
069672
|
|
|
|
07/30/25
|
pbmr
|
Courts Internal PB Mailer Request
|
|
|
.00
|
|
07/30/25
|
9a
|
Charge of Contempt/ATTORNEY
|
0046578
|
|
5.00
|
|
|
|
-Valerie H. Carlson, Esq.
|
10/09/2025
|
|
|
|
|
|
|
2:00 PM
|
|
|
|
07/30/25
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
07/30/25
|
eb
|
Exhibit A
|
|
|
.00
|
|
07/31/25
|
13.0
|
Fiduciary's Final Account
|
01
|
|
22.00
|
|
07/31/25
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/31/25
|
hud
|
Settlement Statement
|
|
|
.00
|
|
07/31/25
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
07/31/25
|
ad
|
Additional Deposit
|
Rec # 648776
|
50.00
|
|
|
07/31/25
|
|
Refund payment
|
# 0000083316
|
|
14.68
|
|
08/01/25
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
09/11/25
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
09/11/25
|
99
|
Case Closed
|
|
|
.00
|
|
10/09/25
|
ej
|
Entry (Judge)
|
|
|
5.00
|
|
|
|
Dismissing Charges Of Contempt
|
|
|
|
|
10/09/25
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
10/30/25
|
fc
|
Final Costs
|
Rec # 653970
|
5.00
|
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
View Estate Fiduciaries
|
|
New Search
|
|
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|