Case Docket

Case Number: 455985  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : MARKERT, MARY LYNN
AKA :


Date Code Description Reference Receipt Cost
12/29/97 01 Case Number (Daily Reporter) 10.00
12/29/97 02 Forms 10.00
12/29/97 03 Docketing & Index 15.00
12/29/97 04 Computerized Legal Research 3.00
12/29/97 05 Computer Fee 10.00
12/29/97 06 Folder 1.00
12/29/97 09 Alternative Dispute Resolution Fund 10.00
12/29/97 1.1 Full Estate Rec # 085174 200.00
12/29/97 igf Indigent Guardianship Fund 30.00
12/29/97 adl Additional Letters of Authority 1.00
12/29/97 c Copy .50
12/29/97 2.0 Application to Probate Will .00
12/29/97 2.1a Waiver of Notice of Probate of Will C.Westervelt .00
12/29/97 2.3 Entry Admitting Will to Probate 15.00
12/29/97 1.0 Surviving Spouse, Next of Kin, Legatee- N Spouse .00
Devisees
12/29/97 2.1a Waiver of Notice of Probate of Will C. Ballard .00
12/29/97 2.1a Waiver of Notice of Probate of Will M. Markert .00
12/29/97 2.1a Waiver of Notice of Probate of Will D. Straub .00
12/29/97 2.1a Waiver of Notice of Probate of Will R. Markert .00
12/29/97 4.0 Application for Authority to Administer 5.00
Estate
12/29/97 1.0 Surviving Spouse, Next of Kin, Legatee- N Spouse .00
Devisee
12/29/97 4.0a Fiduciary's Acceptance .00
12/29/97 3.b Application to Dispense With Appraisal .00
12/29/97 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
WESTERVELT, CHARLES E., JR. (fidy)
12/29/97 lw LAST WILL AND TESTAMENT OF: .00
MARY LYNN MARKERT
03/03/98 6k Notice to file inventory 0016018 1.00
04/02/98 2.1a Waiver of Notice of Probate of Will .00
- Steven Glen Daniels
04/02/98 2.1a Waiver of Notice of Probate of Will .00
- Floyd Earl Daniels
04/02/98 2.3a Certificate of Service of Notice of .00
Probate of Will
04/02/98 6.0 Inventory 162332.29 17.00
04/02/98 6.1 Schedule of Assets R/E: none .00
04/03/98 6e Entry setting hearing on inventory .00
04/27/98 6h judgment entry approving inventory .00
06/19/98 ci PHYSICAL INVENTORY .00
09/01/98 cc Certified Copy 2.00
09/01/98 adl Additional Letters of Authority Updated 3.00
09/01/98 6.b Report of Newly Discovered Assets 7.00
09/01/98 6.be Entry Approving Report of Newly 20697.39 5.00
Assets
09/01/98 25.9 Certificate of Estate Tax Payment .00
Part II
09/01/98 25.8 Ohio Estate Tax Resident F-22 Part I .00
09/01/98 25.0 Ohio Estate Tax Resident Return 11.00
10/20/98 25.4 Ohio Estate Tax Final Determination ET10 .00
10/20/98 25.3 Ohio Estate Tax Form 6 .00
12/01/98 13k Notice to file Account 0016018 1.00
12/22/98 adl Additional Letters of Authority 1.00
12/30/98 13n Application to Extend Time to File .00
Account
12/30/98 13o Entry Extending Time to File Account 02/01/1999 5.00
12/30/98 c Copy .25
01/27/99 13a Fiduciary's Partial Account 01 28.00
01/27/99 13.1 Receipts and Disbursements .00
01/27/99 13.2 Assets Remaining in Fiduciary's Hands 174704.88 .00
01/28/99 13e Entry Setting Hearing on Account .00
03/10/99 13h Judgment entry approving partial account .00
12/06/99 15k Notice to file Status Letter 0016018 1.00
12/28/99 13k Notice to file Account 0016018 1.00
01/21/00 st Status Letter 5.00
01/25/00 13n Application to Extend Time to File .00
Account
01/25/00 13o Entry Extending Time to File Account 02/29/2000 5.00
01/26/00 adl Additional Letters of Authority 1.00
02/25/00 13a Fiduciary's Partial Account 02 26.00
02/25/00 13.1 Receipts and Disbursements .00
02/25/00 13.2 Assets Remaining in Fiduciary's Hands 143725.24 .00
02/28/00 13e Entry Setting Hearing on Account .00
04/10/00 13h Judgment entry approving partial account .00
06/12/00 ci PHYSICAL INVENTORY .00
01/02/01 15k Notice to file Status Letter 0016018 1.00
01/31/01 13k Notice to file Account 0016018 1.00
02/01/01 st Status Letter 5.00
02/28/01 13a Fiduciary's Partial Account 03 24.00
02/28/01 13.1 Receipts and Disbursements .00
02/28/01 13.2 Assets Remaining in Fiduciary's Hands 86502.38 .00
02/28/01 13e Entry Setting Hearing on Account .00
04/11/01 13h Judgment entry approving partial account .00
05/29/01 ci PHYSICAL INVENTORY .00
01/03/02 15k Notice to file Status Letter 0016018 1.00
01/29/02 13k Notice to file Account 0016018 1.00
01/30/02 13a Fiduciary's Partial Account 04 22.00
01/30/02 13.1 Receipts and Disbursements .00
01/30/02 13.2 Assets Remaining in Fiduciary's Hands 40127.63 .00
01/30/02 st Status Letter 5.00
- Claim in Bankrupcy Court should
- settle within a year
01/31/02 13e Entry Setting Hearing on Account .00
03/13/02 13h Judgment entry approving partial account .00
01/02/03 13k Notice to file Account 0016018 1.00
01/30/03 13a Fiduciary's Partial Account 05 22.00
01/30/03 13.1 Receipts and Disbursements .00
01/30/03 13.2 Assets Remaining in Fiduciary's Hands 52725.11 .00
01/30/03 st Status Letter - 2 pgs 5.00
01/31/03 13e Entry Setting Hearing on Account .00
03/13/03 13h Judgment entry approving partial account .00
03/18/03 ci PHYSICAL INVENTORY - 2002 .00
01/02/04 13k Notice to file Account 0016018 1.00
01/02/04 15k Notice to file Status Letter 0016018 1.00
02/03/04 st Status Letter 5.00
02/03/04 13a Fiduciary's Partial Account 06 22.00
02/03/04 13.1 Receipts and Disbursements .00
02/03/04 13.2 Assets Remaining in Fiduciary's Hands 56267.92 .00
02/04/04 13e Entry Setting Hearing on Account .00
03/16/04 13h Judgment entry approving partial account .00
06/22/04 ci PHYSICAL INVENTORY 2003 .00
01/04/05 13k Notice to file Account 0016018 1.00
01/04/05 15k Notice to file Status Letter 0016018 1.00
02/03/05 st Status Letter 5.00
02/03/05 13a Fiduciary's Partial Account 07 22.00
02/03/05 13.1 Receipts and Disbursements .00
02/03/05 13.2 Assets Remaining in Fiduciary's Hands 58381.54 .00
02/04/05 13e Entry Setting Hearing on Account .00
03/17/05 13h Judgment entry approving partial account .00
05/31/05 ci PHYSICAL INVENTORY 2005 .00
10/12/05 nd Negative Balance Notice .00
11/14/05 ad Additional Deposit Rec # 257551 186.75
01/04/06 13k Notice to file Account 0016018 1.00
01/04/06 15k Notice to file Status Letter 0016018 1.00
02/06/06 13a Fiduciary's Partial Account 08 22.00
02/06/06 13.1 Receipts and Disbursements .00
02/06/06 13.2 Assets Remaining in Fiduciary's Hands 58906.50 .00
02/06/06 st Status Letter 5.00
02/07/06 13e Entry Setting Hearing on Account .00
03/20/06 13h Judgment entry approving partial account .00
01/10/07 13k Notice to file Account 0016018 1.00
01/10/07 15k Notice to file Status Letter 0016018 1.00
01/23/07 13n Application to Extend Time to File .00
Account and Status Letter
01/23/07 13o Entry Extending Time to File Account 04/13/2007 5.00
and Status Letter
03/19/07 ci PHYSICAL INVENTORY 2007 .00
04/03/07 ad Additional Deposit Rec # 286449 200.00
- Successor Application
04/03/07 igf Indigent Guardianship Fund 30.00
04/03/07 adl Additional Letters of Authority 4.00
04/03/07 4.0 Application for Authority to Administer 5.00
Estate
04/03/07 1.0 Surviving Spouse, Next of Kin, Legatee- .00
Devisee
04/03/07 4.0a Fiduciary's Acceptance .00
04/03/07 4.2 Fiduciary's Bond / RLI Surety 120000.00 .00
Col Bar Serv
F Duffy
04/03/07 bacb Bond Application for CBS Agency .00
04/03/07 3.b Application to Dispense With Appraisal .00
04/03/07 3.be Entry Dispensing With Appraisal 5.00
04/03/07 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MC LOUGHLIN, WILLIAM J. (fidy)
04/13/07 m motion for Termination of Fiduciary Nunc .00
Pro Tunc
04/13/07 e Entry Nunc Pro Tunc- As a consequence of 5.00
the death of C. E. Westervelt, Jr. and
for good cause shown, it is hereby
ORDERED that C. E. Westervelt, Jr. is
04/13/07 ex terminated as fiduciary of the Estate of .00
Mary Lynn Markert.
04/13/07 dc Death Certificate .00
Charles E. Westervelt, Jr.
04/13/07 1ae Entry Increasing Bond 10000.00 5.00
RLI
CBS
04/13/07 4.2 Fiduciary's Bond 130000.00 .00
RLI Surety
CBS
Frank Duffy
04/13/07 bacb Bond Application for CBS Agency .00
04/13/07 13a Fiduciary's Partial Account 01 22.00
MC LOUGHLIN, WILLIAM J. (fidy)
04/13/07 13.1 Receipts and Disbursements .00
04/13/07 13.2 Assets Remaining in Fiduciary's Hands 60080.80 .00
04/13/07 ex Extra Pages 1.00
04/13/07 st Status Letter 5.00
MC LOUGHLIN, WILLIAM J. (fidy)
04/16/07 13e Entry Setting Hearing on Account .00
05/29/07 13h Judgment entry approving partial account .00
03/17/08 13k Notice to File Account 0016456 1.00
03/17/08 15k Notice to File Status Letter 0016456 1.00
04/01/08 13a Fiduciary's Partial Account 02 22.00
MC LOUGHLIN, WILLIAM J. (fidy)
04/01/08 13.1 Receipts and Disbursements .00
04/01/08 13.2 Assets Remaining in Fiduciary's Hands 12952.24 .00
04/01/08 1cc Consent to Attorney Fees 7800.00 .00
04/01/08 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/01/08 st Status Letter 5.00
MC LOUGHLIN, WILLIAM J. (fidy)
04/01/08 1b Application to Reduce Bond 5.00
04/01/08 1be Entry to Reduce Bond 40000.00 5.00
CBS
04/02/08 13e Entry Setting Hearing on Account .00
05/13/08 13h Judgment entry approving partial account .00
03/02/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/03/09 13k Notice to File Account 0016456 1.00
03/03/09 15k Notice to File Status Letter 0016456 1.00
03/17/09 13a Fiduciary's Partial Account 03 22.00
MC LOUGHLIN, WILLIAM J. (fidy)
03/17/09 13.1 Receipts and Disbursements .00
03/17/09 13.2 Assets Remaining in Fiduciary's Hands 12966.77 .00
03/17/09 13v Waiver Of Notice of Hearing and Consent .00
to Account
03/17/09 st Status Letter 5.00
MC LOUGHLIN, WILLIAM J. (fidy)
03/18/09 13e Entry Setting Hearing on Account .00
04/28/09 13h Judgment Entry Approving Partial Account .00
05/05/09 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/05/09 13v Waiver Of Notice of Hearing and Consent .00
to Account - Michelle M Markert,
Patricia Daniels, Donna L Rich,
- Russell Markert
05/05/09 1cc Consent to Attorney Fees 100% 5,350.00 .00
- 4 pgs
05/05/09 13.0 Fiduciary's Final Account 04 22.00
MC LOUGHLIN, WILLIAM J. (fidy)
05/05/09 13.1 Receipts and Disbursements .00
05/05/09 fc Final Costs Rec # 329736 18.00
05/06/09 13e Entry Setting Hearing on Account .00
06/16/09 13i Judgment Entry Approving Final Account .00
06/17/09 dp Docket Page .00
BALANCE DUE .00
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