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Court

Missouri Unified County

Missouri

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Case Information

Filed 2022-11-18
Type Pr Conservatorship Ltd Adult
Docket 50 entries
Disposition disposed

Parties

Plaintiff Heck, Iris
Defendant Heck, Iris

Docket Entries

  2. Hearing/Trial Cancelled Upon receipt of Final Settlement and accompanying documentation, case review set for 11/13/2024 is hereby cancelled. Clerk to commence audit upon receipt of hard copies of settlement documents. Associated Entries: 10/11/2024 - Case Review Scheduled + Scheduled For: 11/13/2024; 9:00 AM; AARON JOHN MARTIN; Moniteau
  3. Proposed Order Dist Submitted Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  4. Pet Approve Final Settle Petition For Approval of Final Settlement and Order of Distribution; Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  5. Proposed Order Filed Proposed Order Authorizing Payment of Fees; Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  6. Petition Fees - Conservator Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  7. Proposed Order Filed Proposed Order Approving Attorney Fees; Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  8. Petition Fees - Attorney Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  9. Notc of Filing Final Settle Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  10. Final Settlement Filing Final Settlement; Bank Statements; CD Statements; Verification of Accounts; Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  11. Notice Generated Notice of Entry sent.
  12. Case Review Scheduled For filing of Final Settlement or setting for Citation Hearing. Associated Entries: 11/12/2024 - Hearing/Trial Cancelled + Scheduled For: 11/13/2024; 9:00 AM; AARON JOHN MARTIN; Moniteau
  13. Judge/Clerk - Note Clerk reviews case file and notes the Final Settlement due 5/03/2024 has not been filed. Clerk to set this case for review on Wed., Nov. 13, 2024 at 9:00 a.m. for filing of said Final Settlement or setting for Citation Hearing. Clerk to send notice of this entry to GarCon Caudel.
  14. Proposed Order Filed Proposed Order to Proceed Without Administration; Electronic Filing Certificate of Service. Filed By: CHER CAUDEL
  15. Hearing/Trial Cancelled Upon receipt of Death Certificate and proposed Order to Proceed Without Letters, internal review cancelled. Scheduled For: 03/13/2024; 9:00 AM; AARON JOHN MARTIN; Moniteau
  16. Ord Proceed and No Ltrs Grant Order to Proceed - Pay Funeral and Burial Costs, file a Final Settlement, and deliver assets of this conservatorship to the Trust.
  17. Certificate of Death Filed Filed By: JOHN THOMAS KAY On Behalf Of: CHER CAUDEL
  18. Other Proposed Document Filed Proposed Order to Close Estate Filed By: JOHN THOMAS KAY On Behalf Of: CHER CAUDEL
  19. Judge/Clerk - Note Clerk reviews case file and notes the need for a proposed Order to Proceed and No Letters Granted, as well as a Final Settlement, and a copy of the Death Certificate. Case set for internal review for follow up.
  20. Suggestion of Death Suggestion of Death of Protectee and Petition to Close the Estate Filed By: JOHN THOMAS KAY On Behalf Of: CHER CAUDEL
  21. Notc-Time to File Annl Set/Rpt
  22. Order Allowing Fees - Atty ($3030.00); Copy to GarCon Caudel
  23. Proposed Order Filed Proposed Order Approving Attorney Fees; Electronic Filing Certificate of Service. On Behalf Of: CHER CAUDEL
  24. Petition Fees - Attorney Petition To Expend Fund for Attorney Fees; Attorney Fees Statement; Electronic Filing Certificate of Service. On Behalf Of: CHER CAUDEL
  25. Inventory and Appr Filing Inventory; Receipt of Iris R Heck Trust; Electronic Filing Certificate of Service.; Amount of Personal Property - 261325.88; Amount of Real Property - 0 Filed By: CHER CAUDEL On Behalf Of: CHER CAUDEL
  26. Judge/Clerk - Note Amended Judgment attached and made a part of the original Judgment 2/15/2023. Certified copy of Amended Judgment portion emailed to Limited Conservator Cher Caudel.
  27. Amended Judgment Amended Judgment Ordered that the Judgment entered February 15, 2023 be and hereby is modified as follows: 1. The estate to be administered shall be limited to the financial accounts, income and expenses of Iris. R. Heck. 2. The serving Co-Trustees of the Iris R. Heck Trust u/a/d December 22, 2014, as Restated March 27, 2018, shall transfer all financial accounts of Iris R. Heck and of her Trust to the Limited Conservatorship for administration. 3. Upon termination of the Limited Conservatorship, all assets remaining under administration shall revert and be paid to the Iris R. Heck Trust u/a/d December 22, 2014, as Restated March 27, 2018. 4. During administration of this Trust, the Limited Conservator is authorized, without further order of Court to deposit up to $200 monthly into an account accessible to Iris R. Heck, without further supervision by the Court. In all other respects the original February 15, 2023 Judgment is confirmed.
  28. Order Order Waiving Publication
  29. Case Review Held CASE CALLED. ATTY KAY APPEARS. NO OTHER APPEARANCES. MOTION TO AMEND JUDGMENT IS CONSIDERED. AMENDED JUDGMENT IS ENTERED. REQUEST TO WAIVE PUBLICATION IS CONSIDERED AND SUSTAINED. CLERK TO PREPARE FORMAL ORDER. AJM Associated Entries: 05/02/2023 - Case Review Scheduled Scheduled For: 05/10/2023; 9:00 AM; AARON JOHN MARTIN; Moniteau
  30. Application Filed Application for Waiver of Publication. Filed By: JOHN THOMAS KAY On Behalf Of: CHER CAUDEL
  31. Proposed Order Filed Proposed Amended Judgment. Filed By: JOHN THOMAS KAY On Behalf Of: IRIS HECK, CHER CAUDEL
  32. Motion Filed Motion to Amend Judgment. Filed By: JOHN THOMAS KAY
  33. Case Review Scheduled Associated Entries: 05/10/2023 - Case Review Held + Scheduled For: 05/10/2023; 9:00 AM; AARON JOHN MARTIN; Moniteau
  34. Judge/Clerk - Note Clerk reviews case and notes that Notice of Letters Granted was not accomplished, Atty Kay was advised if publication was to be waived, an application must be filed. No application has been filed to date. Also, the Inventory and Appraisement due March 17, 2023 has not been filed, however correspondence recevied from Atty Kay has indicated some issues with what should be included in this estate. Since no correspondence has been received by this court, the Inventory has not been filed, and the publication has not been accomplished, case is therefore set for review on Wed., May 10, 2023 at 9:00 a.m. and Atty Kay is directed to appear. Atty Kay hereby notified of this entry electronically.
  35. Correspondence Filed Filed By: JOHN THOMAS KAY
  36. Ltrs of Limited Consrhp Adult Annual Settlement Due Date - 15-FEB-2024; Date Inventory Due or Cont To - 16-MAR-2023; 2 certified and 1 plain copies to Limited Conservator Cher Caudel
  37. Judgment of Partial Disability Copy to Limited Conservator Caudel.
  38. Proposed Order Filed Proposed Judgment; Electronic Filing Certificate of Service. Filed By: JOHN THOMAS KAY On Behalf Of: IRIS HECK
  39. Hrng Appntmnt Probate Held CASE CALLED. PET APPEARS BY ATTY KAY. RESP APPEARS BY ATTY MAYES. COURT REVIEWS STATMENT OF ATTY MAYES. COURT CONSIDERS APPOINTMENT OF CONSERVATOR PURSUANT TO SECTION 475.062.3 RSMo AND FINDS RESP DESIRES APPOINTMENT, UNDERSTANDS IT PURPOSE AND HAS MADE A REASONABLE CHOICE OF CONSERVATOR IN PADM CAUDLE. ATTY KAY TO FILE FORMAL JUDGMENT TO INCLUDE THESE FINDINGS AND AN ALLOWANCE FOR THE RESP. SO ORDERED. AJM Associated Entries: 01/10/2023 - Hrng Appntmnt Probate Sched + Scheduled For: 02/08/2023; 9:00 AM; AARON JOHN MARTIN; Moniteau
  40. Report Filed Report of Court Appointed Counsel and Request for Ree Allowance; Electronic Filing Certificate of Service. Filed By: CHARISSA LYN MAYES On Behalf Of: IRIS HECK
  41. Hrng Appntmnt Probate Sched Hearing for appointment of Limited Conservator set for Wed., Feb. 8, 2023 at 9:00 a.m. If Atty Mayes, after her investigation, files a report with the court recommending conservatorship be established in accordance with the petition and in compliance with 475.062.2 through 475.062.4, the court will take up the petition without a hearing being required. If no report is filed prior to 2/8/2023, hearing will take place on that date. Associated Entries: 02/08/2023 - Hrng Appntmnt Probate Held + Scheduled For: 02/08/2023; 9:00 AM; AARON JOHN MARTIN; Moniteau
  42. Hearing/Trial Cancelled Available dates having been filed by both attorneys, case review is hereby cancelled. Available dates to be reviewed and full hearing date and time to be set. Associated Entries: 11/28/2022 - Case Review Scheduled Scheduled For: 12/28/2022; 9:00 AM; AARON JOHN MARTIN; Moniteau
  43. Available/Conflict Dates Filed Available Trial Dates for Respondents Counsel; Electronic Filing Certificate of Service. Filed By: CHARISSA LYN MAYES On Behalf Of: IRIS HECK
  44. Available/Conflict Dates Filed Available Dates; Electronic Filing Certificate of Service. Filed By: JOHN THOMAS KAY On Behalf Of: IRIS HECK
  45. Case Review Scheduled Associated Entries: 12/28/2022 - Hearing/Trial Cancelled + Scheduled For: 12/28/2022; 9:00 AM; AARON JOHN MARTIN; Moniteau
  46. Judge/Clerk - Note CASE SET FOR INITIAL STATUS REVIEW ON WED., DECEMBER 28, 2022, AT 9:00 A.M. FOR SETTING TRIAL DATE. NO APPEARANCES WILL BE REQUIRED. ATTY FOR PETITIONER AND ATTY FOR RESPONDENT TO FILE AVAILABLE DATES FOR TRIAL FROM JANUARY 1 THROUGH MARCH 31, 2023, PRIOR TO STATUS REVIEW. CLERK TO ISSUE ANY REQUIRED NOTICES OF HEARING UPON SETTING OF TRIAL DATE. ATTY FOR PETITIONER ADVISED TO FILE ANY AND ALL REPORTS AND BACKGROUND SCREENINGS AS REQUIRED BY RSMo 475.050.4 AT LEAST TWO WEEKS PRIOR TO TRIAL DATE. ajm/mdt
  47. Ord Appt Atty for Respondent and Setting Initial Case Review
  48. PR Costs Incp/Dis-w/costs-Asso
  49. Confid Filing Info Sheet Filed
  50. App-Ltrs of Limtd Consrhp Petition for Voluntary Limited Conservatorship; Consent by Jeanette Kunze - daughter; Consent by Cher Caudel - Moniteau Co Public Admin. On Behalf Of: IRIS HECK

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