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Photo of Collin County

Court

Collin County

Texas

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Case Information

Filed 2023-10-16
Type Probate Dependent Administration
Docket 166 entries

Parties

Plaintiff Paulson, Lee Rae
Photo of Hon. Prove Up (3:45 Pm) (judicial Officer Duff, Sarah R.) Muniment Zoom

Judge

Hon. Prove Up (3:45 Pm) (judicial Officer Duff, Sarah R.) Muniment Zoom

Collin County (TX)

Texas

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Lawyers

Docket Entries

  1. Judge's Docket Entry Signed three Orders authorizing payment of claims by Administrator. Judge Weldon Copeland
  2. Request Citation by Publication and Certified Mail
  3. Citation 10.30.2023
  4. Citation by Publication
  5. Abstract for Application Voters Registration
  6. Citation By Posting All Interested Parties Served 10/18/2023 Returned 10/19/2023
  7. Citation By Publication All Interested Parties Served 10/18/2023 Returned 10/24/2023
  8. Order Appoint Atty Ad Litem (OCA) Coy, Stephen S.
  9. Personal Service 7018 3090 0002 1569 1187
  10. Answer Atty Ad Litem
  11. OCA Citation by Publication Posted to Public Information Internet Website #55803
  12. Citation Return
  13. Citation Return w/ puba
  14. Publisher's Affidavit
  15. OCA Return of Service
  16. Notice of Hearing
  17. Citation Return Unserved
  18. Notice of Appearance
  19. Adverse Probate Action
  20. Request for Posted Citation
  21. Citation 12.18.2023
  22. Citation By Posting All Interested Parties Served 12/13/2023 Returned 12/15/2023
  23. Motion to Withdraw Michael A Duran
  24. Prove Up (9:15 AM) (Judicial Officer Copeland, Weldon S)
  25. Proof of Death Megan Marie Hildebrand
  26. Proof of Death Luisa Lynne Wixom
  27. Judgment Declare Heirship ONLY (OCA)
  28. Order to Pay Attorney Ad Litem
  29. Judge's Docket Entry Signed Order/Orders DETERMINING / DECLARING HEIRSHIP. Declared that INDEPENDENT ADMINISTRATION is authorized, but have not yet signed Order. Order appointing administrator to be forthcoming. Judge Weldon Copeland
  30. Notice Report Re: Status of An Agreed Appointment of Third-Party Dependent Administrator
  31. Citation Return
  32. Contested (3:30 PM) (Judicial Officer Copeland, Weldon S) set per Judge Copeland - competing orders for administration of estate
  33. Probate Hearing (3:00 PM) (Judicial Officer Copeland, Weldon S) follow up from 1/10/24
  34. Judge's Docket Entry Signed Order Appointing Dependent Administrator. Judge Weldon Copeland
  35. Order Granting Letters of Dependent Administration (OCA)
  36. Minute Order Judge Copeland
  37. Notice Amended Report RE: Appointment of Third-Party Administrator
  38. Notice of Hearing
  39. Claim Loiy Yacoub $1530.00
  40. CANCELED Contested (2:00 PM) (Judicial Officer Duff, Sarah R.) Other appt alternate dependent admin; Zoom
  41. Amended Order Granting Dependent Administration and Appointing Dependent Administrator
  42. Judge's Docket Entry Signed Agreed Order Appointing Dependent Administrator. Judge Weldon Copeland
  43. Oath Dependant Administrator
  44. Bond (Estate) Dependant Adminstrator
  45. Request for Letters
  46. Claim Catherine Alexandra Ames- $1,037,708.00
  47. Claim Lee Paulson- $12,480.49
  48. Notice to Creditors
  49. Application to Ratify and Authorize Reimbursement
  50. Agreed Order Granting Application to Ratify Payment and Authorize Reimbursement of Bond Premium
  51. Motion to Withdraw Second Motion
  52. Notice of Hearing
  53. Request for Posted Citation
  54. Application Sell Real or Personal Property Administrator's App for Authority to Sell Vehicles and Personal Property
  55. Claim Lee Paulson- $13,674.24
  56. Inventory or Affidavit in Lieu of Inventory (OCA) Dependent Administrator's Preliminary Inventory and Appraisement
  57. Citation Sell Vehicles and Personal Property
  58. Citation By Posting All Interested Parties Served 04/18/2024 Returned 04/18/2024
  59. Application Administrator's Application for Authority to Retain Accountant/CPA
  60. Application Pay Debt March 1, 2024 - March 28, 2024
  61. Status Conference Hearing (11:29 AM) (Judicial Officer Duff, Sarah R.) TO BEGIN AT 11:45 AM; Zoom
  62. Judge's Docket Entry Signed Order Granting Administrator Authority to Retain Accountant/CPA for Estate Matters. Signed Order Authorizing Sale of Vehicles and Personal Property of the Estate. Signed Order Authorizing Payment of Interim Appointee Fees from March 1, 2024 - March 28, 2024. Judge Weldon Copeland
  63. Order Granting Administrative Authority to Retain Accountant/CPA for Estate Matters
  64. Order Authorizing Payment of Interim Appintee Fees from March 1, 2024- March 28, 2024
  65. Order of Sale of Personal Property
  66. Citation Return
  67. Motion to Turnover Estate Funds and Show Cause and for Attorney's Fees
  68. Order to Personally Appear, Show Cause and Order to Turnover Estate Property
  69. Notice of Hearing
  70. Application Administrator's Application for Authority to Retain Counsel for Federal court matters
  71. Claim Application for Compensation or, Alternatively Claim Against the Estate.
  72. Application for Authority to Retain Counsel for District Court Proceeding
  73. Application Dependent Administrator's Application for Authority to Pay Interim Appointee Fees from April 1, 2024 - April 30, 2024
  74. Show Cause Hearing (9:45 AM) (Judicial Officer Duff, Sarah R.) Zoom
  75. Order Granting Administration Authority to Retain Counsel for (State) District Court Proceedings
  76. Order Granting Administration Authority to Retain Counsel for Federal Court Proceedings
  77. Order Authorizing Payment of Interim Appointee Fees from April 1, 2024- April 30, 2024
  78. Order for Compensation
  79. Judge's Docket Entry Sighed ORDER GRANTING ADMINISTRATOR AUTHORITY TO RETAIN COUNSEL FOR FEDERAL DISTRICT COURT PROCEEDINGS FOR (STATE) DISTRICT COURT PROCEEDINGS. Signed ORDER FOR COMPENSATION, AND ORDER AUTHORIZING PAYMENT OF INTERIM APPOINTEE FEES FROM APRIL 1, 2024 TO APRIL 30, 2024. Signed ORDER GRANTING ADMINISTRATOR AUTHORITY TO RETAIN COUNSEL FOR FEDERAL DISTRICT COURT PROCEEDINGS. on May 14, 2024. Judge Weldon Copeland
  80. Judge's Docket Entry SIGNED Four Orders on May 14, 2024. Signed ORDER FOR COMPENSATION OF ROBERT C. WILMOTH (SUSTAINING /GRANTING CLAIM OF ROBERT C. WILMOTH). SIGNED ORDER GRANTING ADMINISTRATOR AUTHORITY TO RETAIN COUNSEL FOR FEDERAL DISTRICT COURT PROCEEDINGS FOR (STATE) DISTRICT COURT PROCEEDINGS. SIGNED ORDER FOR COMPENSATION, AND ORDER AUTHORIZING PAYMENT OF INTERIM APPOINTEE FEES FROM APRIL 1, 2024 TO APRIL 30, 2024. SIGNED ORDER GRANTING ADMINISTRATOR AUTHORITY TO RETAIN COUNSEL FOR FEDERAL DISTRICT COURT PROCEEDINGS. JUDGE WELDON COPELAND
  81. Attorney Vacation Letter
  82. Order Approve Inventory Dependent Administrator's Preliminary
  83. Application Administrator's Application for Authority to Retain Private Investigator
  84. Application Administrator's Application for Authority to Pay Interim Appointee fees from May 1, 2024 - May 31, 2024
  85. Judge's Docket Entry Signed Order Authorizing Payment of Interim Appointee Fees from May 1, 2024 to May 31, 2024. Signed Order Granting Administrator Authority to Retain Private Investigator. Signed Order Appointing Successor Trustee. Judge Weldon Copeland
  86. Order Appointing Successor Trustee Agreed
  87. Order Approving Attorneys Fees and Expenses
  88. Agreed Order Granting Administrator Authority to Retain Private Investigator
  89. CANCELED Probate Hearing (11:29 AM) (Judicial Officer Duff, Sarah R.) Per Attorney to begin @ 1130; app appt private invesigator, app for appt successor trustee; app for authority to pay fees; ZOOM
  90. Application Dependent Administrator's Application for Authority to Pay Interim Appointee Fees from June 1, 2024 - June 30, 2024
  91. Order Authorizing Payment of Interim Appointee Fees from June 01, 2024-June 30, 2024
  92. Claim American Express Nat. Bank $691.84
  93. Claim American Express National Bank $6,324.07
  94. Claim American Express National Bank - $4,618.14
  95. Application to Retain Business Attorney
  96. Application for Authority to Pay Interim Appointee Fees July 1, 2024 to July 31, 2024
  97. Order Authorizing Payment of Interim Appointee Fees from July 1, 2024 - July 31, 2024
  98. Application for Authority to Sell Estate's Interest in Investment Properties
  99. Application for Authority to Sign Confidential Settlement Agreement and Release
  100. Order Granting Admiistrator Authority to Sign Confidential Settlement Agreement and Release
  101. Contested (3:00 PM) (Judicial Officer Duff, Sarah R.) app for authority to sell estate's interest in inv.prop; app to retain business attorney
  102. Order Granting Administrator Authority to Retain Business Counsel
  103. Order Authorizing the Administrator to Sell Estates Interest in Real Estate Investment Properties
  104. Application Dependent Administrator's Application for Authority to Pay Interim Appointee Fees from August 1, 2024 - August 31, 2024
  105. Order Authorizing Payment of Interim Appointee Fees from August 1, 2024 - August 31, 2024
  106. Agreed Motion to Approve and Ratify Confidential Settlement Agreement and Release
  107. Status Conference Hearing (9:15 AM) (Judicial Officer Duff, Sarah R.) Zoom
  108. Judge's Docket Entry Signed Agreed Order Approving and Ratifying Confidential Settlement and Release. Signed Order increasing bond of Administrator to $5,900,000.00. These Orders DO NOT dispose of the entirety of this case. Additional matters will be addressed in the future. Judge Weldon Copeland
  109. Agreed Order to Approve and Ratify Cofidential Settlement Agreement and Release
  110. Order Increasing Bond of Dependent Administrator
  111. Application Dependent Administrator's Application to Increase Bond
  112. Bond (Estate) Rider- Inceases Bond from $3 million to $5.9 million
  113. Report of Sale Personal Property- Land Rover
  114. Application Dependent Administrator's Application for Authority to Pay Interim Appointee Fees 09.01.2024 - 09.30.2024
  115. Order Authorizing Payment of Interim Appointee Fees from September 1, 2024, September 30, 2024
  116. Application Dependent Administrator's Application for Authority to Pay Interim Appointee Fees From October 1, 2024 - October 21, 2024
  117. Order Authorizing Payment of Interim Appointee Fees from 10.01.2024 - 10.31.2024
  118. Motion Administrator's Motion for Instructions
  119. Report of Sale Personal Property- Lamborghini
  120. Order of Sale of Personal Property Confirming and Ratifying Sale of Personal Property- 2016 Land Rover
  121. Order of Sale of Personal Property Confirming and Ratifying Sale of Personal Property- 2021 Lamborghini
  122. Notice of Hearing
  123. Judge's Docket Entry Judge Weldon Copeland signed ORDER/JUDGMENT DETERMINING / DECLARING HEIRSHIP and Authorizing INDEPENDENT ADMINISTRATION.
  124. Application Pay Debt
  125. Order Authorizing Payment of Interim Appointee Fees From 11.01.2024 - 11.30.2024
  126. Motion Administrator's Motion for Partial Distribution
  127. Contested (3:00 PM) (Judicial Officer Duff, Sarah R.) motion for instructions; motion for partial distribution
  128. Judge's Docket Entry Signed Order Authorizing Partial Distribution of Estate Funds. ($250,000.00 each to two heirs). Judge Weldon Copeland
  129. Order Authorizing Parial Distribution of Estate Funds
  130. Application Administrator's App for Appointees Fees for December, 2024
  131. Order Authorizing Payment of Interim Appointee Fees From 12.01.2024 - 12.31.2024
  132. Attorney Vacation Letter
  133. Application to Pay Dependent Administrators Fees 1.1.25 - 02.28.25
  134. Order Authorining Payment of Interim Appointee Fees from 01.01.25 - 02.28.25
  135. Application Extending Time to File Accounting First Annual Accounting
  136. Order Granting Accounting Extension 11.02.2025
  137. Application Administrator's to Decrease Bond
  138. Order Decreasing Bond of Dependent Administrator
  139. Application Dependent Administrator's Application for Authority to Pay Interim Appointee Fees from 03.01.2025 - 05.31.2025
  140. Order Approving Attorneys Fees and Expenses March 1, 2025 - May 31, 2025
  141. Bond Only Change Bond Increase/Decrease Rider
  142. Order For Compensation
  143. Application Pay Atty Fees and Expenses Administrator's App for Fees from June - August 2025
  144. Order Authorizing Payment of Interim Appointee Fees From 06.01.2025 - 08.31.2025
  145. Claim Rublo Digital Forensics, LLC - $6362.94
  146. Motion Administrator's Motion for Approval of Settlement Agreement
  147. Motion Administrator's Second Motion for Partial Distribution of Estate Funds
  148. Motion for Authority to Pay Claim filed by Rubio Digital
  149. Annual Account of Guardian of Estate (OCA) First
  150. Notice Verification of Funds
  151. Administrative Review (2:00 PM) (Judicial Officer Duff, Sarah R.) review status of inventory - order signed but did not set hearing; just auditor review - da/atty emailed but not expected to attend
  152. Notice of Hearing
  153. Notice of Hearing
  154. Probate Hearing (3:45 PM) (Judicial Officer Duff, Sarah R.) set per Jdg Copeland
  155. Order Authorizing Payment of Claim filed by Rubio Digital, LLC
  156. Order Approving and Ratifying Settlement Agreement and Release as to Catherine Ames
  157. Order Authorizing Second Partial Distribution of Estate Funds
  158. E-Mail All Order dated 11.24.25
  159. Notice of Hearing
  160. Non-Suit (other than new guardianship appl) Catherine Ames' Notice of Nonsuit
  161. Order Granting Non-Suit Catherine Ames' Order of Nonsuit
  162. E-Mail
  163. Application Dependent Adm. App for Interim Fees for Sept 1 - September 30, 2025
  164. Order Authorizing Payment of Interim Appointee Fees From September 1 - September 30, 2025
  165. E-Mail
  166. Contested (9:00 AM) (Judicial Officer Duff, Sarah R.) Zoom; followup from hearing on 11/24 per Jdg Copeland

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