Case Docket

Case Number: 448159  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : ORTIZ, FRANCIS JOHN
AKA :


Date Code Description Reference Receipt Cost
12/11/96 01 Case Number (Daily Reporter) 10.00
12/11/96 02 Forms 10.00
12/11/96 03 Docketing & Index 15.00
12/11/96 04 Computerized Legal Research 3.00
12/11/96 05 Computer Fee 10.00
12/11/96 06 Folder 1.00
12/11/96 1.1 Full Estate Rec # 060909 250.00
12/11/96 igf Indigent Guardianship Fund 30.00
12/11/96 adl Additional Letters of Authority 2.00
12/11/96 c Copy .25
12/11/96 2.0 Application to Probate Will .00
12/11/96 2.1a Waiver of Notice of Probate of Will Huntington .00
12/11/96 2.3 Entry Admitting Will to Probate 15.00
12/11/96 1.0 Surviving Spouse, Next of Kin, Legatee- s spouse .00
Devisee
12/11/96 4.0 Application for Authority to Administer 5.00
Estate
12/11/96 1.0 Surviving Spouse, Next of Kin, Legatee- .00
Devisee
12/11/96 3.b Application to Dispense With Appraisal .00
12/11/96 3.be Entry Dispensing With Appraisal 5.00
12/11/96 4.0a Fiduciary's Acceptance .00
12/11/96 4.5 Entry Appointing Fiduciary, Letter of Huntington 10.00
Authority
HUNTINGTON, TRUST CO NA (fidy)
12/11/96 lw LAST WILL AND TESTAMENT OF: .00
Francis John Ortiz
01/08/97 1.0 Surviving Spouse, Next of Kin, Legatee- Amended .00
Devisee
02/12/97 6k Notice to file inventory 0011925 1.00
03/10/97 6.4 Application to Extend Time to File .00
Inventory
03/10/97 6.5 Entry Extending Time to File Inventory 04/10/1997 5.00
03/11/97 ad Additional Deposit Rec # 066569 5.00
04/15/97 6m Citation to file Inventory sent to fidy 5.00
04/21/97 cs Certified Mail Sent Z 904256490 3.00
Benjamin F. Suffron III
04/21/97 cs Certified Mail Sent z 904256489 3.00
Huntington Trust Co
04/22/97 6.0 Inventory 195543.78 17.00
04/22/97 6.1 Schedule of Assets R/E: none .00
04/22/97 6c Surviving Spouse Waiver of Taking n .00
Inventory
04/23/97 6e Entry setting hearing on inventory .00
04/25/97 Application for appointment of Rob. Morris .00
COMMISSIONER to take election of
surviving spuse unable to appear in
court.
04/25/97 e Entry APPOITING COMMISSIONER- ROBERT 5.00
MORRIS, COMMISSIONER SHALL SERVE THE
CITATION AND SHALL TAKE ELECTION EITHER
FOR OR AGAINST WILL:
04/25/97 ELECTION OF MARIE A. D. ORTIZ, .00
COPY OF WILL ANNEXED TO WILLIAM WILDHACK
JR. ARLINGTON VIRGINIA
04/25/97 8.0 Citation to Surviving Spouse to Make 5.00
Election/Marie A. Ortiz, spouse
04/25/97 8n Notice of Issuance of Citation to Elect .00
- Huntington Trust Co., NA/Fiduciary
David Sugar
04/25/97 8.os Order to Serve Surviving Spouse .00
- To: William A. Wildhack, Jr., Esq.
Personal Service to Spouse
04/25/97 rcs Restricted Certified Mail Sent z 904256550 5.75
- Huntington Trust Co., NA/David Sugar
04/28/97 cr Certified Mail Returned .00
- Benjamin F. Suffron, III
Z 904 256 490
04/29/97 cr Certified Mail Returned Z 904256550 .00
- Huntington Trust Co. on Spouse Cite
05/02/97 8.or Return of Order to Serve Surviving .00
Spouse: Marie A. D. Ortiz
Spouse Served: 04/30/1997
05/02/97 5.a Report of Commissioner Spouse Cite .00
- William A. Wildhack.
05/02/97 8.2 Election of Surviving Spouse to Take 5.00
Against Will
05/13/97 c Copy .25
05/13/97 1.3 Exceptions Deposit 50.00 .00
Rec # 070752
05/13/97 ad Additional Deposit Rec # 070752 15.00
05/13/97 17oi Exceptions to Inventory 10.00
J.Gary Coffman and Timothy G.Crowley
05/13/97 17pi Entry Setting Exceptions to Inventory 07/09/1997 5.00
for Hearing 9:30 A.M.
06/04/97 misc Notice of appearance of Kevin A Craine .00
on behalf of David Vando, Carol
Breheny and Alice Vando
06/04/97 cos Certificate of Service .00
06/13/97 6 Application for Family Allowance 7.00
06/13/97 6.a Entry Appoving Family Allowance 25000.00 5.00
06/19/97 ros Return of Service/Notice of Hearing .00
on Inventory to M Ortiz
L Crosby
A Vando
06/19/97 ros Return of Service I De Arteaga .00
D Vando
C Breheny
D Apap
06/19/97 2y Notice of Hearing on Inventory M Ortiz .00
L Crosby
A Vando
I DeArteaga
06/19/97 2y Notice of Hearing on Inventory D Vando .00
C Breheny
D Apap
06/19/97 cr Certified Mail Returned /Completed M Ortiz .00
L Crosby
A Vando
I DeArteaga
06/19/97 cr Certified Mail Returned/Completed D Vando .00
C Breheny
D Apap
07/07/97 6l Entry Extending Publication Hearing for 08/07/1997 .00
Inventory at 9:30 AM
07/17/97 ci PHYSICAL INVENTORY .00
08/06/97 1da Application for Continuance of Hearing .00
08/06/97 1de Entry Continuing Hearing 10/10/1997 5.00
inventory and exceptions to inventory 9:30 A.M.
11/13/97 13k Notice to file Account 0011925 1.00
12/12/97 6.b Report of Newly Discovered Assets 7.00
12/12/97 6.be Entry Approving Report of Newly 40.00 5.00
Assets
12/12/97 13a Fiduciary's Partial Account 01 22.00
12/12/97 13.1 Receipts and Disbursements .00
12/12/97 13.2 Assets Remaining in Fiduciary's Hands 33638.00 .00
12/12/97 ex Extra Pages 22.00
12/15/97 13e Entry Setting Hearing on Account .00
01/26/98 13h Judgment entry approving partial account .00
06/03/98 misc Application for Status conference Gary Coffman .00
06/03/98 cos Certificate of Service .00
to: Benjamin Suffron, III, Esq.,Robert
Morris, Esq.
06/03/98 1e Entry Setting Hearing 07/15/1998 5.00
Status conference for Estate 2:00 P.M.
06/11/98 ci PHYSICAL INVENTORY .00
07/15/98 9.0 Application to Sell Personal Property 10.00
07/15/98 9.1 Schedule of Personal Property .00
07/15/98 1e Entry Setting Hearing 08/19/1998 5.00
on application to sell personal 3:00 P.M.
property
08/19/98 cr Certified Mail Returned .00
complete: Carol Breheny, Denise Apap
08/19/98 cr Certified Mail Returned .00
complete : David Vanda
08/19/98 cr Certified Mail Returned .00
complete : Irma Arteage, Alice Vando
08/19/98 aos Affidavit of Service .00
Richard Meyer served certified mail
to: Carol Breheny, Denise Apap, David
Vando, Irma Dearteago, Alice Vando
08/19/98 9.3 Entry Authorizing Sale of Personal 5.00
Property and legal fees
11/17/98 15k Notice to file Status Letter 0011925 1.00
11/17/98 13k Notice to file Account 0011925 1.00
12/16/98 st Status Letter 5.00
12/16/98 13a Fiduciary's Partial Account 02 33.00
12/16/98 13.1 Receipts and Disbursements .00
12/16/98 13.2 Assets Remaining in Fiduciary's Hands 35447.48 .00
Inc.25
Princ.23
Sec 35447.00
12/17/98 13e Entry Setting Hearing on Account .00
01/27/99 13h Judgment entry approving partial account .00
02/04/99 ad Additional Deposit Rec # 109927 120.00
02/04/99 25.8 Ohio Estate Tax Resident F-22 Part I .00
02/04/99 25.0 Ohio Estate Tax Resident Return 39.00
02/05/99 25.9 Certificate of Estate Tax Payment .00
Part II
05/21/99 25.7 Ohio Estate Tax Form ET-8A .00
07/28/99 1cd Application for Fiduciary Fees 5.00
07/28/99 1ce Entry Approving Fiduciary Fees 8200.00 5.00
Huntington Bank
07/28/99 fs Fee Schedule .00
07/28/99 1ca Application for Attorney Fees 5.00
07/28/99 1cb Entry Approving Attorney Fees 18000.00 5.00
Martin, Pergram & Browning Co. LPA
07/28/99 fs Fee Schedule .00
07/28/99 1cc Consent to Attorney Fees .00
J.Gary Coffman, Robert Morris
07/28/99 1cc Consent to Attorney Fees .00
john Everett
07/28/99 ex Extra Pages 20.00
fee schedule (20)
08/16/99 25.4 Ohio Estate Tax Final Determination ET10 .00
08/16/99 25.3 Ohio Estate Tax Form 6 .00
11/17/99 13k Notice to file Account 0011925 1.00
11/17/99 15k Notice to file Status Letter 0011925 1.00
12/16/99 13n Application to Extend Time to File .00
Account
12/16/99 13o Entry Extending Time to File Account 01/14/2000 5.00
12/22/99 15m Citation to file Status Letter sent to fidy 5.00
12/29/99 cs Certified Mail Sent z 904252337 3.00
Huntington Trust Co
12/29/99 cs Certified Mail Sent z 904252338 3.00
Benjamin F Suffron III
01/10/00 cr Certified Mail Returned .00
- Benjamin F. Suffron, III Z 904252338
01/11/00 st Status Letter 5.00
01/27/00 2.3a Certificate of Service of Notice of .00
Probate of Will
01/27/00 cr Certified Mail Returned .00
complete: Linda Crosby, Marie Ortiz
01/27/00 cr Certified Mail Returned .00
complete: Denise Apap, Carol Breheny
01/27/00 cr Certified Mail Returned .00
complete: Irma Arteaga, Alice Vando
01/27/00 cs Certified Mail Sent .00
David Vando
02/03/00 13m Citation to file Account sent to fidy 5.00
02/04/00 17ri Dismissal of Exceptions to the Inventory 5.00
02/04/00 soe Certificate of Service .00
- Benjamin F. Suffron, III
02/04/00 6h judgment entry approving inventory .00
02/07/00 cs Certified Mail Sent z 904251842 3.00
Huntington Trust Co
02/07/00 cs Certified Mail Sent z 904251843 3.00
Benjamin F Suffron III
02/16/00 cr Certified Mail Returned .00
- Benjamin F Suffron III z 904251843
03/03/00 13.0 Fiduciary's Final Account 03 22.00
03/03/00 13.1 Receipts and Disbursements .00
03/03/00 ex Extra Pages 8.00
03/03/00 fc Final Costs Rec # 135545 83.25
03/06/00 13e Entry Setting Hearing on Account .00
03/07/00 Pay out made through bookkeeper # 0000013271 .00
ACCT #: 000000000200 50.00
04/17/00 13i Judgment entry approving final account .00
04/18/00 dp Docket Page .00
BALANCE DUE .00
View Estate Fiduciaries
New Search
Probate Homepage