Case Docket

Case Number: 425471  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : MC ELROY, JAMES L.
AKA :

Date Code Description Reference Receipt Cost
12/02/93 1.1 Deposit Full 639029 125.00
12/02/93 01 Case Number (Daily Reporter) 7.00
12/02/93 02 Forms 10.00
12/02/93 03 Docketing & Recording Fees 15.00
12/02/93 04 Computerized Legal Research 3.00
12/02/93 06 Folder 1.00
12/02/93 05 Computer Fee 10.00
12/02/93 2.0 Application to Probate Will .00
12/02/93 2.2 Waiver of Not. of Probate of Will L. McElroy .00
12/02/93 2.2 Waiver of Not. of Probate of Will J. McElroy .00
12/02/93 2.2 Waiver of Not. of Probate of Will L Lindner .00
12/02/93 2.3 Entry Admitting Will to Probate 15.00
12/02/93 1.0 Surv Sp/Next of Kin/Legatee-Devisee No Spouse .00
12/02/93 4.0 Appl for Authority to Admin Estate 5.00
12/02/93 1.0 Surv Sp/Next of Kin/Legatee-Devisee .00
12/02/93 3.a Application to Appoint Appraiser .00
12/02/93 3.ae Entry Appointing Appraiser J. Baird 5.00
12/02/93 4.0a Fiduciary's Acceptance .00
12/02/93 4.5 Entry Appting Fid; Letters of Auth 10.00
12/02/93 igf Indigent Guardianship Fund 30.00
12/02/93 cc Certified Copies of Letters 11.00
12/02/93 c Copy 2.00
02/16/94 6k Past Due Notice to File Inventory 1.00
03/28/94 6m Citation to File Inventory 5.00
03/29/94 cs Certified Mail Sent M Cusack 3.00
04/06/94 cr Certified Mail Returned M. Cusack .00
05/02/94 6.0 Inventory 100013.20 19.00
05/02/94 6.1 Schedule of Assets 70000.00 .00
05/02/94 6n Appraiser's Certificate V 3.00
05/03/94 6e Set Hearing & order notice on inventory .00
05/03/94 6f Notice to Daily Reporter(inventory) .00
05/23/94 6g Proof of Publication (Inventory) .00
05/27/94 6h judgment entry approving inventory .00
11/03/94 13k Notice to file Account 0023804 1.00
12/02/94 13a Fiduciary's Partial Account 01 22.00
12/02/94 13.1 Receipts and Disbursements .00
12/02/94 13.2 Assets Remaining in Fiduciary's Hands 59261.94 .00
12/05/94 13e Entry Setting Hearing on Account .00
01/17/95 13h Judgment entry approving partial account .00
01/19/95 c Copy 3.50
01/23/95 Exlemplification 6.75
01/27/95 c Copy .75
01/27/95 25.8 Ohio Estate Tax Resident F-22 Part I .00
01/27/95 25.0 Ohio Estate Tax Resident Return 11.00
01/30/95 25.9 Certificate of Estate Tax Payment .00
Part II
03/02/95 Application for Distribution .00
03/02/95 1e Entry Setting Hearing 04/06/1995 5.00
on Application for Distribution at 8:30 am
03/09/95 1da Application for Continuance of Hearing .00
Application for Distribution
03/09/95 1de Entry Continuing Hearing 04/10/1995 5.00
Fid. has trial previously scheduled at 9:30 am
in Circleville on this date
03/10/95 c Copy .75
03/23/95 1da Application for Continuance of Hearing .00
on Application for Distribution
03/23/95 1de Entry Continuing Hearing 04/14/1995 5.00
Ms. Cusack has a scheduling conflict at 8:30 am
on that date
03/28/95 c Copy .75
04/14/95 e Entry of distribution Wm.Johnston 5.00
04/14/95 e Entry NUNC PRO TUNC - A first partial 5.00
account of fiduciary was filed with
this Court on December 2, 1994. However
this account was not signed by the
04/14/95 fiduciary. It appears that this mistake .00
was inadvertent. All interested parties
being represented agree that there is no
harm in accepting a signed copy to take
04/14/95 effect nunc pro tunc as of December .00
2, 1994
04/14/95 Copy of Account filed December 2, 1994 .00
05/30/95 25.7 Ohio Estate Tax Form ET-8A .00
07/20/95 13a Fiduciary's Partial Account 02 22.00
07/20/95 13.1 Receipts and Disbursements .00
07/20/95 13.2 Assets Remaining in Fiduciary's Hands 12987.58 .00
07/20/95 ex Extra Pages/Account 4.00
07/21/95 13e Entry Setting Hearing on Account .00
08/31/95 13h Judgment entry approving partial account .00
09/01/95 25.7 Ohio Estate Tax Form ET-8A .00
10/20/95 1e Entry Setting Hearing 11/27/1995 5.00
at 3:00 pm
10/20/95 Motion for Distribution and Reduction .00
or Denial of Fee
10/20/95 Memorandum in Support of Motion .00
10/23/95 Ohio Estate Tax Form E.T. 28: .00
Withdrawal of Certificate of Determina-
tion.
10/27/95 cr Certified Mail Returned complete to .00
Mary Cusack, ESQ
11/02/95 e Entry that the motion for protective 5.00
order is granted subject to a request
by the fiduciary to compel discovery
at which time the Court will permit
11/02/95 all parties the opportunity to .00
presentfacts and law as to why the
discovery should or should not be
permitted
11/02/95 cos Certificate of Service .00
of foregoing entry mailed first class
US mail to WW Johnston and
M J Cusak on 11/2/95
11/02/95 Motion for Protective Order Wm.Johnston .00
11/02/95 Memorandum in Support of Motion .00
11/02/95 Exhibit 1-Notice of Trial deposition .00
11/02/95 cos Certificate of Service on Trial .00
Deposition was served upon William
Johnston 10/23/1995
11/02/95 Exhibit 2-Notice of Trial Deposition .00
11/02/95 cos Certificate of Service .00
on trial deposition sent to William
Johnston on 10/23/1995
11/02/95 Exhibit 3-notice of trial deposition .00
11/02/95 cos Certificate of Service .00
sent to William Johnston on notice of
trial deposition
11/02/95 Exhibit 4- Letter from William W. .00
Johnston, Attorney At Law to
Mary Jo Cusack, Esq.
11/02/95 Exhibit 5- notice of trial deposition .00
11/02/95 cos Certificate of Service .00
on trial deposition to William Johnston
11/02/95 Exhibit 6- Notice of Trial Deposition .00
11/02/95 cos Certificate of Service .00
on trial deposition to William Johnston
11/02/95 Exhibit 7-notice of trial deposition .00
11/02/95 cos Certificate of Service .00
on notice of trial deposition served on
Wm.Johnston
11/02/95 Exhibit 8-Letter from Law Offices .00
of Cotruo and Cusack
11/07/95 15k Notice to file Status Letter 0023804 1.00
11/09/95 Withdrawal of Certificate of Determina- .00
tion by the Ohio Estate Tax Division.
E.T. Form 28
11/17/95 c Copy 2.00
11/17/95 1da Application for Continuance of Hearing .00
11/17/95 1de Entry Continuing Hearing 12/08/1995 5.00
11/17/95 25.4 Ohio Estate Tax Final Determination ET10 .00
11/17/95 25.3 Ohio Estate Tax Form 6 .00
12/05/95 Memorandum Contra Motion to .00
Distribute and to Reduce Fees
12/05/95 cos Certificate of Service .00
of foregoing by regular US mail
12/8/95 to W Johnston
12/05/95 Ex A - G .00
12/08/95 st Status Letter 5.00
12/08/95 Receipt & Ack L Lindner .00
L McElroy
J A McElroy
12/08/95 Statement of Services rendered .00
for the estate of James McElroy
12/20/95 Reply Memorandum and Trial Brief of .00
Beneficiaries
12/20/95 Ex 1 -14 .00
12/22/95 Brief Response of Executor .00
12/22/95 cos Certificate of Service .00
of foregoing response to W Johnston on
12/22/1995
01/02/96 17m Magistrate's Decision .00
Magistrate: Stone
01/02/96 17c Findings of Fact .00
01/02/96 17b Notice To Attorneys and Partys W Johnston .00
M J Cusack
01/17/96 17n Entry Approving Magistrate's Decision 5.00
payment of $ 5,000.00 in attorney fees
to Mary Jo Cusack be approved upon
the submission of a written application
01/17/96 in conformity with Local Rule 40.1(c) .00
It is further Ordered that Mary Jo Cu-
sack file amended income tax and estate
tax retuns and make distribution of the
01/17/96 remaining cash in the estate, both no .00
later than 30 days after the Entry
Apptoving Magistrate's Decision is
filed, make distribution of the tax
01/17/96 refunds upon receipt and file a final .00
account upon distribution of those tax
refunds
01/17/96 cos Certificate of Service .00
of foregoing entry by first class US
mail to M J Cusack and W Johnston on
1/17/96
01/17/96 cr Certified Mail Returned W Johnston .00
M J Cusack
02/01/96 c Copy 1.50
02/01/96 1cd Application for Fiduciary Fees 5.00
02/01/96 1ce Entry Approving Fiduciary Fees 5.00
see entry 1/17/96
02/01/96 fee schedule - 19 extra pages 19.00
02/01/96 25.9 Certificate of Estate Tax Payment Amended .00
Part II
02/01/96 25.2 Amended Ohio Estate Tax Return Form 2XI 3.00
02/01/96 25.8 Ohio Estate Tax Resident F-22 Part I Amended .00
02/26/96 ci PHYSICAL INVENTORY .00
04/30/96 25.4 Ohio Estate Tax Final Determination ET10 .00
04/30/96 25.3 Ohio Estate Tax Form 6 .00
06/25/96 13k Notice to file Account 0023804 1.00
07/25/96 2.3a Certificate of Service of Notice of .00
Probate of Will
07/25/96 13.0 Fiduciary's Final Account 03 22.00
07/25/96 13.1 Receipts and Disbursements .00
07/25/96 fc Final Costs Rec # 052435 212.00
07/26/96 13e Entry Setting Hearing on Account .00
09/05/96 13i Judgment entry approving final account .00
BALANCE DUE .00
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