Case Docket

Case Number: 451690  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : EVERETT, ADA BALLARD
AKA :


Date Code Description Reference Receipt Cost
05/27/97 01 Case Number (Daily Reporter) 10.00
05/27/97 02 Forms 10.00
05/27/97 03 Docketing & Index 15.00
05/27/97 04 Computerized Legal Research 3.00
05/27/97 05 Computer Fee 10.00
05/27/97 06 Folder 1.00
05/27/97 1.1 Full Estate Rec # 071557 200.00
05/27/97 igf Indigent Guardianship Fund 30.00
05/27/97 adl Additional Letters of Authority 6.00
05/27/97 2.0 Application to Probate Will .00
05/27/97 2.1a Waiver of Notice of Probate of Will R Daugherty .00
05/27/97 2.3 Entry Admitting Will to Probate 15.00
05/27/97 2.3a Certificate of Service of Notice of .00
Probate of Will
05/27/97 1.0 Surviving Spouse, Next of Kin, Legatee- n spouse .00
Devisee
05/27/97 2.1a Waiver of Notice of Probate of Will P Daugherty .00
S Koehler
05/27/97 4.0 Application for Authority to Administer 5.00
Estate
05/27/97 1.0 Surviving Spouse, Next of Kin, Legatee- .00
Devisee
05/27/97 4.0a Fiduciary's Acceptance .00
05/27/97 3.b Application to Dispense With Appraisal .00
05/27/97 3.be Entry Dispensing With Appraisal 5.00
05/27/97 4.5 Entry Appointing Fiduciary, Letter of R Daugherty 10.00
Authority
DAUGHERTY, RICHARD J. (fidy)
05/27/97 lw LAST WILL AND TESTAMENT OF: .00
Ada Ballard Everett
07/22/97 ci PHYSICAL INVENTORY .00
07/29/97 6k Notice to file inventory 0005901 1.00
08/14/97 1.1 Full Estate Rec # 076647 125.00
Successor Administrator
08/14/97 6.0 Inventory 266990.37 17.00
08/14/97 6.1 Schedule of Assets R/E: none .00
08/14/97 6d Waiver of Notice of Hearing on Inventory .00
- Phyllis Daugherty, William Underwood,
attny
08/14/97 02 Forms 10.00
08/14/97 03 Docketing & Index 15.00
08/14/97 04 Computerized Legal Research 3.00
08/14/97 05 Computer Fee 10.00
08/14/97 06 Folder 1.00
08/14/97 09 Alternative Dispute Resolution Fund 10.00
08/14/97 igf Indigent Guardianship Fund 30.00
08/14/97 adl Additional Letters of Authority 7.00
08/14/97 4.0 Application for Authority to Administer 5.00
Estate
08/14/97 misc Miscellaneous Filing. .00
Notice of Death of Richard J. Daugherty
Executor of Estate ( 1st Appt.)
08/14/97 misc Miscellaneous Filing. .00
Death Certificate for Richard Daugherty
08/14/97 1.0 Surviving Spouse, Next of Kin, Legatee- n spouse .00
Devisee
08/14/97 4.0a Fiduciary's Acceptance .00
08/14/97 4.2 Fiduciary's Bond/ Ohio Casualty Ins. Co 20000.00 .00
Palm-Miller
Lori Nugen
08/14/97 3.b Application to Dispense With Appraisal .00
08/14/97 3.be Entry Dispensing With Appraisal 5.00
08/14/97 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
DAUGHERTY, PHYLLIS A. (fidy)
08/14/97 misc Request for specific Surety Agent .00
Palmer Miller Nelson Insurance Agency
08/14/97 6.2 Application to Dispense With Inventory .00
08/14/97 6.3 Entry Dispensing With Inventory 5.00
DAUGHERTY, RICHARD J. (fidy)
08/14/97 13.8 Application to Dispense With Accounting .00
on 1st appt.
08/14/97 50n Entry Terminating 1st appt. and dis- n .00
with Final Account
DAUGHERTY, RICHARD J. (fidy)
08/14/97 6.0 Inventory 266990.37 17.00
08/14/97 6.1 Schedule of Assets R/E: No R/E .00
08/15/97 6e Entry setting hearing on inventory .00
08/21/97 cc Certified Copy 1.00
08/21/97 cc Certified Copy 1.00
08/21/97 15c Application to Release Funds .00
08/21/97 15d Entry Authorizing Release of Funds 100,000 5.00
William Underwood 100,000
10,000
08/21/97 16a Application to Deposit Assets in Lieu of .00
Bond
08/21/97 16b Entry Ordering Deposit of Assets In Lieu 00.00 5.00
of Bond
Bank One N.A. Account # 1557314125
09/03/97 10a Notice to Distributee 1.00
Sharon L. Koehler
09/03/97 10a Notice to Distributee 1.00
Phyllis A. Daugherty
09/08/97 6h judgment entry approving inventory .00
09/30/97 cc Certified Copy 2.00
09/30/97 34 Application to Terminate Custodial .00
Account(s) File Accounting
09/30/97 34e Entry Terminating Custodial Account(s) 10/31/1997 5.00
and Ordering Accounting
09/30/97 50o Receipt and Release of All Claims 71557.05+ .00
P Daugherty
Bank One
09/30/97 25.0 Ohio Estate Tax Resident Return 5.00
09/30/97 25.8 Ohio Estate Tax Resident F-22 Part I .00
09/30/97 1cc Consent to Attorney Fees 4712.50 .00
Phyllis A. Daugherty 50%
10/01/97 25.9 Certificate of Estate Tax Payment .00
Part II
10/02/97 13k Notice to file Account 0005901 1.00
11/05/97 13m Citation to file Account sent to fidy 5.00
11/17/97 cs Certified Mail Sent z 904260285 3.00
Phyllis A Daugherty
11/17/97 cs Certified Mail Sent z 904260286 3.00
William F Underwood Jr
11/19/97 cr Certified Mail Returned .00
- William F. Underwood, Jr. Z 904260286
11/19/97 cr Certified Mail Returned .00
- Joseph W. Hull Z 904 260 277
11/21/97 6p Motion to Amend Inventory .00
11/21/97 6q Entry Amending Inventory 6776.24 5.00
Bank One Ck Acct 984212983
11/21/97 13.0 Fiduciary's Final Account 01 22.00
11/21/97 13.1 Receipts and Disbursements .00
11/21/97 fc Final Costs Rec # 083149 6.00
11/24/97 13e Entry Setting Hearing on Account .00
11/26/97 cr Certified Mail Returned Z 904260285 .00
- Phyllis A Daugherty
12/12/97 25.4 Ohio Estate Tax Final Determination ET10 .00
12/12/97 25.3 Ohio Estate Tax Form 6 .00
01/05/98 13i Judgment entry approving final account .00
BALANCE DUE .00
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