|
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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|
|
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|
|
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|