Case Docket

Case Number: 467105  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : SMITH, CAROLYN G.
AKA :


Date Code Description Reference Receipt Cost
07/09/99 01 Case Number (Daily Reporter) 10.00
07/09/99 02 Forms 10.00
07/09/99 03 Docketing & Index 15.00
07/09/99 04 Computerized Legal Research 3.00
07/09/99 05 Computer Fee 10.00
07/09/99 06 Folder 1.00
07/09/99 09 Alternative Dispute Resolution Fund 10.00
07/09/99 1.1 Full Estate Rec # 120257 225.00
07/09/99 cb COST BILL .00
07/09/99 igf Indigent Guardianship Fund 30.00
07/09/99 adl Additional Letters of Authority 4.00
07/09/99 4.0 Application for Authority to Administer 5.00
Estate
07/09/99 4.a Waiver of Right to Administer M Smith .00
C Smith
07/09/99 1.0 Surviving Spouse, Next of Kin, Legatee- n spouse .00
Devisee
07/09/99 4.0a Fiduciary's Acceptance .00
07/09/99 4.2 Fiduciary's Bond/Ohio Casualty Ins. Co 150000.00 .00
Palm-Miller
S.Lobdell
07/09/99 3.a Application to Appoint Appraiser .00
07/09/99 3.ae Entry Appointing Appraiser 35 5.00
07/09/99 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SMITH, DIANA (fidy)
09/10/99 6k Notice to file inventory 0064841 1.00
10/12/99 6.0 Inventory 150000.00 17.00
10/12/99 6.1 Schedule of Assets R/E: 150,000. .00
10/12/99 6n Appraiser's Certificate V 3.00
- see attached
10/12/99 1ae Entry Increasing Bond 150000.00 5.00
P/M OH Casualty
10/12/99 4.2 Fiduciary's Bond 300000.00 .00
P/M OH Casualty
S Lobdell
10/13/99 6e Entry setting hearing on inventory .00
11/08/99 6h judgment entry approving inventory .00
04/17/00 25.8 Ohio Estate Tax Resident F-22 Part I .00
04/17/00 25.0 Ohio Estate Tax Resident Return 5.00
04/18/00 25.9 Certificate of Estate Tax Payment .00
Part II
06/13/00 ci PHYSICAL INVENTORY .00
06/14/00 13k Notice to file Account 0064841 1.00
07/12/00 13.4 Statement in Lieu of Partial Account 01 22.00
07/13/00 13e Entry Setting Hearing on Account .00
08/14/00 25.4 Ohio Estate Tax Final Determination ET10 .00
08/14/00 25.3 Ohio Estate Tax Form 6 .00
08/14/00 25.3 Ohio Estate Tax Form 6 .00
08/23/00 13h Judgment entry approving partial account .00
10/13/00 misc Satisfaction & Release of Claim .00
06/01/01 ci PHYSICAL INVENTORY .00
06/15/01 13k Notice to file Account 0064841 1.00
07/10/01 13.4 Statement in Lieu of Partial Account 02 22.00
07/11/01 13e Entry Setting Hearing on Account .00
08/21/01 13h Judgment entry approving partial account .00
11/09/01 15k Notice to file Status Letter 0064841 1.00
12/10/01 st Status Letter 5.00
06/11/02 13k Notice to file Account 0064841 1.00
07/12/02 13.4 Statement in Lieu of Partial Account 03 22.00
07/15/02 13e Entry Setting Hearing on Account .00
08/26/02 13h Judgment entry approving partial account .00
11/15/02 15k Notice to file Status Letter 0064841 1.00
12/12/02 st Status Letter 5.00
03/24/03 ci PHYSICAL INVENTORY - 2002 .00
06/17/03 13k Notice to file Account 0064841 1.00
06/20/03 12.0 Application for Certificate of Transfer 1 7.00
06/20/03 12.2 Entry Issuing Certificate of Transfer 1 .00
06/20/03 12.a Certificate of Transfer 1 .00
07/22/03 13m Citation to file Account sent to fidy 5.00
07/23/03 cs Certified Mail Sent 106285 4.50
- Diana Smith
07/23/03 cs Certified Mail Sent 106292 4.50
- Tristan A Mc Cormick
07/25/03 cr Certified Mail Returned .00
- Tristan A Mc Cormick 106292
08/07/03 cmw Certified Mail Returned/No Service .00
- Diana Smith / Unclaimed 106285
09/04/03 8ac Entry Continuing Citation Hearing For 10/16/2003 5.00
Account
11/13/03 15k Notice to file Status Letter 0064841 1.00
11/13/03 8ac Entry Continuing Citation Hearing For 12/18/2003 5.00
Account
11/14/03 1r Order to Serve .00
Diana Smith
12/03/03 1ra Return of Order to Serve 4.60
Diana Smith Served 12/03/2003
12/12/03 st Status Letter 5.00
12/18/03 13.4 Statement in Lieu of Partial Account 01 22.00
12/19/03 13e Entry Setting Hearing on Account .00
02/02/04 13h Judgment entry approving partial account .00
05/14/04 13.0 Fiduciary's Final Account 05 22.00
05/14/04 13.1 Receipts and Disbursements .00
05/14/04 fc Final Costs Rec # 226179 86.60
05/18/04 13e Entry Setting Hearing on Account .00
06/28/04 13i Judgment entry approving final account .00
06/28/04 ci PHYSICAL INVENTORY 2003 .00
06/29/04 dp Docket Page .00
02/20/15 op Entry Re-Opening Case 5.00
appointing successor administrator
02/20/15 1.1 Full Estate Deposit Rec # 450448 225.00
successor
02/20/15 4.0 Application for Authority to Administer 5.00
Estate
02/20/15 4.a Waiver of Right to Administer .00
Charles A. Smith
02/20/15 1.0 Surviving Spouse, Next of Kin, Legatee- .00
Devisee
02/20/15 4.0a Fiduciary's Acceptance .00
02/20/15 4.2 Fiduciary's Bond/RLI Ins Co 40000.00 .00
Col Bar Assn
Frank Duffy
02/20/15 bacb Bond Application for CBS Agency .00
02/20/15 3.b Application to Dispense With Appraisal .00
02/20/15 3.be Entry Dispensing With Appraisal 5.00
02/20/15 dc Death Certificate .00
Carolyn Grundy Smith
02/20/15 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SCHMITZ, ELIZABETH S. (fidy)
02/20/15 igf Indigent Guardianship Fund 30.00
02/20/15 adl Additional Letters of Authority 7.00
02/20/15 pri Paralegal Registration: Independent 0374 .00
Name: Rebecca Kemper
Lawyer: Elizabeth S Schmitz
Case Number: 461100
06/15/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/19/15 6a Supplemental Inventory 500.00 17.00
06/19/15 6t Ohio Estate Tax Anticipated? .00
06/19/15 6.1 Schedule of Assets R/E: -0- .00
06/22/15 6e Entry Setting Hearing on Inventory .00
07/16/15 6h Judgment Entry Approving Inventory .00
11/30/15 9.7 Application to Transfer Motor Vehicle .00
11/30/15 9.8 Entry Approving Transfer of Motor 1993 Pontiac 5.00
Vehicle
11/30/15 10.0 Application to Distribute in Kind .00
11/30/15 10b Consent to Distribution of Property .00
Elizabeth S Schmitz Admin case#549098
Mark S Smith, Charles A Smith
11/30/15 10d Schedule of Property to be Distributed .00
in Kind
11/30/15 10e Entry Approving Distribution in Kind 5.00
01/21/16 13ek eNotice to File Account 0056202 .00
02/10/16 13n Application to Extend Time to File .00
Account
02/10/16 13o Entry Extending Time to File Account 04/22/2016 5.00
02/10/16 adl Additional Letters of Authority 2.00
04/19/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/26/16 13m Citation to File Account 0056202 fidy 5.00
04/26/16 vcos Certificate of Service for Virtual Mail .00
04/26/16 vcs Virtual Service Mail Sent 5.35
Elizabeth S Schmitz 088687
05/06/16 vcr Virtual Service Returned .00
ESS 088687
06/30/16 13a Fiduciary's Partial Account 01 22.00
06/30/16 13.1 Receipts and Disbursements .00
06/30/16 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Unknown value of Met Life stock
06/30/16 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
06/30/16 st Status Letter 5.00
07/01/16 13e Entry Setting Hearing on Account .00
08/15/16 13h Judgment Entry Approving Partial Account .00
09/08/16 adl Additional Letters of Authority 1.00
05/02/17 ci ANNUAL PHYSICAL/ELECTONIC .00
CASE INVENTORY- 2017
- as requiered by:
OH Rules Of Super. Rule 38
05/31/17 13ek eNotice to File Account 0056202 .00
05/31/17 15ek eNotice to File Status Letter 0056202 .00
07/07/17 13m Citation to File Account 0056202 fidy 5.00
07/07/17 15m Citation to File Status Letter 0056202 fidy 5.00
07/07/17 vcos Certificate of Service for Virtual Mail .00
07/07/17 vcs Virtual Service Mail Sent 5.35
Elizabeth S Schmitz 145267
07/07/17 vcos Certificate of Service for Virtual Mail .00
07/07/17 vcs Virtual Service Mail Sent 5.35
Elizabeth S Schmitz 145427
07/19/17 1cc Consent to Attorney Fees 1143.00 .00
07/19/17 13.0 Fiduciary's Final Account 02 22.00
07/19/17 13.1 Receipts and Disbursements .00
07/19/17 Refund payment # 0000058467 47.95
07/20/17 13e Entry Setting Hearing on Account .00
07/31/17 r Receipts for account .00
08/30/17 13i Judgment Entry Approving Final Account .00
08/30/17 dp Docket Page .00
BALANCE DUE .00
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