Case Docket

Case Number: 473188  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : FISK, ROBERT JOHN
AKA :


Date Code Description Reference Receipt Cost
05/04/00 01 Case Number (Daily Reporter) 10.00
05/04/00 02 Forms 10.00
05/04/00 03 Docketing & Index 15.00
05/04/00 04 Computerized Legal Research 3.00
05/04/00 05 Computer Fee 10.00
05/04/00 06 Folder 1.00
05/04/00 1.1 Full Estate Rec # 139785 200.00
05/04/00 cb COST BILL .00
05/04/00 igf Indigent Guardianship Fund 30.00
05/04/00 adl Additional Letters of Authority 2.00
05/04/00 2.0 Application to Probate Will .00
05/04/00 2.3 Entry Admitting Will to Probate 15.00
05/04/00 1.0 Surviving Spouse, Next of Kin, Legatee- no spouse .00
Devisee
05/04/00 2.1a Waiver of Notice of Probate of Will .00
Jack Fisk
05/04/00 4.0 Application for Authority to Administer 5.00
Estate
05/04/00 4.a Waiver of Right to Administer .00
Paula Minzing
05/04/00 4.a Waiver of Right to Administer .00
Robert Fisk, Jr.
05/04/00 4.a Waiver of Right to Administer .00
Elizabeth Anne Custer
05/04/00 3.a Application to Appoint Appraiser .00
05/04/00 3.ae Entry Appointing Appraiser 30 5.00
05/04/00 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 20000.00 .00
Palm Miller
S.Lobdell
05/04/00 4.0a Fiduciary's Acceptance .00
05/04/00 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
FISK, JACK (fidy)
05/04/00 lw LAST WILL AND TESTAMENT OF: .00
Robert J. Fisk
06/02/00 10j Consent to Power to Sell Real Estate 1.00
Robert Fisk
06/02/00 e Entry for Bond: Sufficient amount 5.00
06/02/00 10j Consent to Power to Sell Real Estate 1.00
Elizabeth Custer
06/02/00 10j Consent to Power to Sell Real Estate 1.00
John Fisk
06/08/00 6.0 Inventory 125000.00 17.00
06/08/00 6.1 Schedule of Assets R/E: 125,000. .00
06/08/00 6n Appraiser's Certificate V 3.00
- see attached
06/09/00 6e Entry setting hearing on inventory .00
06/14/00 ci PHYSICAL INVENTORY .00
07/03/00 6h judgment entry approving inventory .00
07/31/00 c Copy .10
07/31/00 2.1 Notice of Claim .00
Jack Fish 23567.67
07/31/00 1e Entry Setting Hearing 09/01/2000 5.00
on claim by fiduciary 10:30 a.m.
09/01/00 c1 Waiver and Consent .00
Elizabeth Ann Custer
Robert John Risk
11/13/00 c Copy .20
11/13/00 25.8 Ohio Estate Tax Resident F-22 Part I .00
11/13/00 25.0 Ohio Estate Tax Resident Return 4.00
11/13/00 25.9 Certificate of Estate Tax Payment .00
Part II
02/13/01 25.4 Ohio Estate Tax Final Determination ET10 .00
02/13/01 25.3 Ohio Estate Tax Form 6 .00
04/06/01 13k Notice to file Account 0017056 1.00
04/19/01 13m Citation to file Account sent to fidy 5.00
04/19/01 1r Order to Serve .00
- Sheriff of Montgomery County ordered
to serve Jack Fisk, fid.
04/19/01 cs Certified Mail Sent 4.00
- Montgomery County Sheriff 8381
04/19/01 cs Certified Mail Sent 4.00
- Jeffrey E. Buskirk 8374
04/24/01 cr Certified Mail Returned .00
Jeffrey E.Buskirk 8374
04/26/01 cr Certified Mail Returned .00
The Montgomery County 8381
05/02/01 rs Return From Sheriff of Montgomery County 14.70
upon service to Jack Fisk
05/02/01 Pay out made through bookkeeper # 0000016206 .00
ACCT #: 000000000008 14.70
05/18/01 l LETTER:To Judge Belskis .00
From Robert J.Fisk Jr
05/18/01 att Attachments .00
7 pages
05/24/01 8ac Entry Continuing Citation Hearing For 07/12/2001 5.00
Account
06/06/01 ci PHYSICAL INVENTORY .00
07/12/01 1.1 Full Estate Rec # 166180 125.00
to appoint successor administrator wwa
07/12/01 11a Resignation of Fiduciary 5.00
J. T. Fish
07/12/01 e Entry Accepting Resignation 5.00
07/12/01 02 Forms 10.00
07/12/01 03 Docketing & Index 15.00
07/12/01 04 Computerized Legal Research 3.00
07/12/01 05 Computer Fee 10.00
07/12/01 06 Folder 1.00
07/12/01 cb COST BILL .00
07/12/01 igf Indigent Guardianship Fund 30.00
07/12/01 adl Additional Letters of Authority 2.00
07/12/01 4.0 Application for Authority to Administer 5.00
Estate
07/12/01 1.0 Surviving Spouse, Next of Kin, Legatee- n spouse .00
Devisee
07/12/01 4.0a Fiduciary's Acceptance .00
07/12/01 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 20000.00 .00
Palm-Miller
P.Bailey
07/12/01 3.b Application to Dispense With Appraisal .00
07/12/01 3.be Entry Dispensing With Appraisal 5.00
07/12/01 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
TALBOTT, H. BRUCE (fidy)
07/12/01 9f Charge of Contempt/FIDUCIARY 5.00
07/12/01 9b Summons in Contempt .00
Order to Montgomery Count Sheriff
07/12/01 9c Order That Summons Issue .00
07/12/01 misc CONTEMPT HEARING DATE: AUGUST 30, 2001 .00
AT 9:00AM
07/12/01 cs Certified Mail Sent 90775 4.00
The Montgomery Co Sheriff
07/18/01 cr Certified Mail Returned 90775 .00
The Montgomery Co. Sheriff
07/24/01 9d Return of Summons in Contempt 8.64
- Jack Fisk served by Montgomery
County Sheriffs Office 7-18-01
08/03/01 Pay out made through bookkeeper # 0000016879 .00
ACCT #: 000000000008 8.64
08/09/01 misc Payout Issued to Montgomery County .00
Sheriff's Office
08/31/01 e Entry: This matter came before the Court 5.00
upon a Charge of Contempt against Jack
Fisk, former fiduciary for this estate,
for failing to file a final account by
08/31/01 ex July 12, 2001 as ordered by the Court, .00
and for failing to comply with a Court
order dated May 24, 2000. Appearances
were made by Jeffrey Buskirk, Esq., and
08/31/01 ex Bruce Talbott, Esq., successor admini- .00
strator WWA.
The Court orders Jack Fisk to file a
final account that is acceptable to the
08/31/01 ex Court for his actions as fiduciary by .00
November 27, 2001 at 4:30pm. Failure to
file a final account that is acceptable
to the Court by November 27, 2001 at
08/31/01 ex 4:30pm will result in another contempt .00
hearing on November 28, 2001 at 9:00am
with penalties including, but not limit-
ed to 3 days incarceration; and a Court-
08/31/01 ex levied surcharge of the bonding company, .00
the Ohio Casualty Insurance Company.
Attorney Buskirk is hereby discharged
pending his submission and Court approv-
08/31/01 ex al of attorney fees for his services .00
rendered in this estate.
Therefore, the Court ORDERS this matter
continued to November 28, 2001 at 9:00am
08/31/01 ex If Jack Fisk files a final account that .00
is acceptable to the Court prior to
November 27, 2001 at 4:30pm, his
apprearance will not be required on
08/31/01 ex November 28, 2001. .00
IT IS SO ORDERED
08/31/01 cos Certificate of Service .00
- Jack Fisk, Jeffrey Buskirk, H. Bruce
Talbott, Robert J. Fisk, Jr., Ohio
Casualty Co.
09/07/01 1ca Application for Attorney Fees 5.00
09/07/01 1cb Entry Approving Attorney Fees 5.00
Jeffrey JOhn Fisk 3000.00
09/07/01 fs Fee Schedule .00
09/25/01 1da Application for Continuance of Hearing .00
09/25/01 1de Entry Continuing Hearing 12/07/2001 5.00
10:30 a.m.
11/27/01 13.0 Fiduciary's Final Account 01 28.00
FISK, JACK (fidy)
11/27/01 13.1 Receipts and Disbursements .00
11/28/01 13e Entry Setting Hearing on Account .00
12/07/01 l LETTER: to Michael Tranter from Jack .00
Fisk
12/17/01 l LETTER:To Michael Tranter .00
From Jack Fisk
12/24/01 17oa Exceptions to Account 10.00
FISK, JACK (fidy)
12/24/01 17pa Entry Setting Exceptions to Account for 03/08/2002 5.00
Hearing 10:30 a.m.
FISK, JACK (fidy)
12/24/01 13l Entry Extending Publication Hearing for 03/11/2002 .00
Account
FISK, JACK (fidy)
12/24/01 ad Additional Deposit Rec # 175807 15.00
12/24/01 1da Application for Continuance of Hearing .00
12/24/01 1de Entry Continuing Hearing 03/08/2002 5.00
10:30 a.m.
03/08/02 misc Withdraw of Consent to Claim .00
Elizabeth Ann Custer
Robert John Fisk Jr.
03/08/02 ar Audio Recording LAB .00
03/08/2002
03/18/02 e Entry Admitting Exhibits 5.00
Exhibits #1-11 were admitted into
evidence. The exhibitis will be filed
in the Court case file #472188-A.
03/18/02 e Entry 1) The Court ORDERS a surcharge of 5.00
$90438.19 against Jack Fisk. Mr. Fisk
allowed to substantiate his accounting
by March 18, 2002. Successor Fiduciary
03/18/02 ex WWA will report any expenditures deemed .00
appropriate ot offset this surcharge by
March 26, 2002. 2) Mr. Fisk ORDERED to
repay the estate $665.72. 3) Mr. Fisk is
03/18/02 ex is ORDERED to repay $5300.00 as listed .00
in Exhibit 2. 4) Mr. Fisk is ORDERED to
turn over 10 gold pieces & 20 sovereigns
5) Mr. Fisk is ORDERED to have the
03/18/02 ex items in his possession appraised. Mr .00
Fisk is ORDERED to repay the estate the
value of these appraised items. 6) Mr.
Fisk is ORDERED to repay the estate he
03/18/02 ex $80.00 which represents amounts received .00
by Jack Fisk as result of sale of items
that should have been included in estate
which ar elisted in Exhibit 11. 6) The
03/18/02 ex Court ORDERS items in Elizabeth Custer's .00
possession to be appraised so that the
total valuation of these items be credit
ed against Ms. Custer's as a distributio n
03/18/02 ex from the estate. 7) The Court ORDERS .00
a surcharge of $20000.00 against Mr.
Fisk's bonding company, Ohio Casualty
Co for Mr. Fisks failure to faithfully
03/18/02 ex and honestly perform such duties imposed .00
upon him as fiduciary. IT IS SO ORDERED.
03/20/02 e AMENDED Entry-The Court ORDERS surcharge 5.00
of $90438.19 against Jack Fisk. The
Court will allow Mr Fisk to substantiate
his accounting expenditures to the
03/20/02 ex successor fiduciary WWA by March 18, .00
2002. The successor fiduciary WWA will
report expenditures deemed appropriate
to offset this surcharge to the Court by
03/20/02 ex March 26, 2002. Mr Fisk is ORDERED to .00
repay the estate $665.72 listed in
exhibit 1. Mr Fisk is ORDERED to repay
the estate $5300 listed in exhibit 2.
03/20/02 ex Mr Fisk is further ORDERED to turn over .00
to Successor Administrator WWA ten gold
pieces and twenty sovereigns. Mr Fisk is
further ORDERED to have items in his
03/20/02 ex possession appraised by an appraiser .00
selected by successor administrator WWA.
Mr Fisk is ORDERED to repay the estate
the value of these appaised items. Mr
03/20/02 ex Fisk is ORDERED to repay $80 as a result .00
of items that should have been in the
probate estate which are listed in
exhibit 11. Elizabeth Custer items in
03/20/02 ex exhibit 6 in her possession should have .00
been in the probate estate. The Court
ORDERS these items appraised so that the
total valuation of these items be credit
03/20/02 ex ed against Ms Custer as a distribution .00
from the estate. Any expenditure
established by receipt of Ms Custer to
refinish or improve any of the items
03/20/02 ex listed on Exhibit 6 shall be deducted .00
from the appraised value. The Court
ORDERS a surcharge of $20000 against Mr
Fisks bonding company, Ohio Casualty,
03/20/02 ex for Mr Fisk's failure to faithfully and .00
honestly perform such duties imposed
upon him as fiduciary. IT IS SO ORDERED.
03/26/02 misc Report of Successor Fiduciary WWA .00
H. Bruce Talbott
04/17/02 2.1 Notice of Appeal .00
Appeals Court Case #02APF04-0428
04/17/02 att Attachments .00
04/17/02 misc Docketing Statement .00
04/17/02 misc Order for Transcript .00
05/28/02 misc Certification of Transcript of Docket .00
06/14/02 13k Notice to file Account 0030933 1.00
06/19/02 15k Notice to file Status Letter 0030933 1.00
06/27/02 t Transcript .00
139 pages
06/27/02 ex Extra Pages 134.00
06/27/02 ad Additional Deposit Rec # 186800 134.00
07/16/02 13a Fiduciary's Partial Account 01 29.00
TALBOTT, H. BRUCE (fidy)
07/16/02 13.1 Receipts and Disbursements .00
07/16/02 13.2 Assets Remaining in Fiduciary's Hands 8783.44 .00
+ Unknown
07/17/02 st Status Letter .00
TALBOTT, H. BRUCE (fidy)
08/20/02 cr Certified Mail Returned .00
- Jack Fisk for Hearing on Exceptions
- to Account
08/27/02 13h Judgment entry approving partial account .00
12/30/02 misc Opinion: from Tenth Appellate District .00
Court of Appeals
12/30/02 att Attachments -1 page .00
12/30/02 17qa Exceptions to Account have been approved .00
FISK, JACK (fidy)
01/03/03 cc Certified Copy 5.00
03/13/03 rc Resignation of Counsel .00
Bryan B. Johnson
03/13/03 mem Memorandum in Support .00
03/13/03 cos Certificate of Service .00
03/13/03 1e Entry Setting Hearing 04/09/2003 5.00
on motion to withdraw 8:55 a.m.
03/14/03 misc Certificate of Assignment .00
Thomas Edward Louden a Judge of Delaware
Cnty is assigned effective 12/24/02 to
preside in Franklin Cnty Probate Ct
03/14/03 ex from January through June 2003 .00
03/20/03 cr Return for Certificate of Service for .00
Entry Setting Hearing for April 9, 2003
on Motion for Leave to Withdraw as Legal
Counsel - Robert Fisk, Jr.
03/20/03 cr Return for Certificate of Service for .00
Entry setting Hearing for April 9, 2003
on Motion for Leave to Withdraw as Legal
Counsel - Adam Rinehart, Esq.
03/20/03 cr Return for Certificate of Service for .00
Entry Setting Hearing for April 9, 2003
on Motion for Leave to Withdraw as Legal
Counsel - Elizabeth A. Castel
03/31/03 1cc Consent to Withdrawal of Legal Counsel .00
Jack Fisk
04/09/03 rc Resignation of Counsel .00
Bryan B. Johnson
04/09/03 cos Certificate of Service .00
04/09/03 rce Entry Approving Resignation of Counsel 5.00
04/16/03 2.1 Notice that Judge Thomas E. Louden .00
withdraws as acting Judge in this
matter & will revert back to Franklin
Cnty Probate Ct's general docket
04/16/03 cos Certificate of Service .00
04/24/03 ci PHYSICAL INVENTORY - 2002 .00
06/17/03 13k Notice to file Account 0030933 1.00
06/18/03 15k Notice to file Status Letter 0030933 1.00
07/22/03 13m Citation to file Account sent to fidy 5.00
07/22/03 cs Certified Mail Sent 106308 4.50
- H Bruce Talbott
07/23/03 15m Citation to file Status Letter sent to fidy 5.00
07/23/03 cs Certified Mail Sent 106964 4.50
- H Bruce Talbott
07/30/03 st Status Letter 5.00
TALBOTT, H. BRUCE (fidy)
08/07/03 cr Certified Mail Returned .00
H Bruce Talbott 106964
H Bruce Talbott 106308
09/04/03 13a Fiduciary's Partial Account 02 22.00
TALBOTT, H. BRUCE (fidy)
09/04/03 13.1 Receipts and Disbursements .00
09/04/03 13.2 Assets Remaining in Fiduciary's Hands 8450.44 .00
09/04/03 ex Extra Pages 2.00
09/05/03 13e Entry Setting Hearing on Account .00
10/16/03 13h Judgment entry approving partial account .00
04/28/04 15a Application for Authority to Expend 10.00
Funds
04/28/04 15b Entry Authorizing Expenditure of Funds 5.00
04/28/04 att Attachments .00
06/30/04 ci PHYSICAL INVENTORY 2003 .00
07/01/04 15k Notice to file Status Letter 0030933 1.00
08/04/04 st Status Letter 5.00
TALBOTT, H. BRUCE (fidy)
08/10/04 13k Notice to file Account 0030933 1.00
09/13/04 13a Fiduciary's Partial Account 03 22.00
TALBOTT, H. BRUCE (fidy)
09/13/04 13.1 Receipts and Disbursements .00
09/13/04 13.2 Assets Remaining in Fiduciary's Hands 7936.81 .00
09/13/04 ex Extra Pages 2.00
09/13/04 misc Notification of interest of bankruptcy .00
trustee for John Truesdail Fisk and
request for notice
09/13/04 cos Certificate of Service .00
09/14/04 13e Entry Setting Hearing on Account .00
10/25/04 13h Judgment entry approving partial account .00
11/09/04 app Application For Authority To Approve .00
Order In Bankruptcy Court & Execute
Release & Assignment
11/09/04 e Entry 5.00
11/09/04 eb Exhibit A & B .00
06/13/05 ci PHYSICAL INVENTORY 2005 .00
07/06/05 15k Notice to file Status Letter 0030933 1.00
08/09/05 st Status Letter 5.00
TALBOTT, H. BRUCE (fidy)
08/16/05 13k Notice to file Account 0030933 1.00
09/23/05 1ae Entry Increasing Bond 37000.00 5.00
OHCasualtyCo
PMN
09/23/05 4.2 Fiduciary's Bond 57000.00 .00
OHCasualtyCo
PMN
R Prater
09/23/05 bapm Bond Application for Palmer Miller .00
09/23/05 13a Fiduciary's Partial Account 04 23.00
TALBOTT, H. BRUCE (fidy)
09/23/05 13.1 Receipts and Disbursements .00
09/23/05 13.2 Assets Remaining in Fiduciary's Hands 28218.65 .00
09/26/05 13e Entry Setting Hearing on Account .00
10/18/05 nd Negative Balance Notice .00
11/01/05 ad Additional Deposit Rec # 256775 230.64
11/07/05 13h Judgment entry approving partial account .00
07/11/06 15k Notice to file Status Letter 0030933 1.00
08/10/06 st Status Letter 5.00
TALBOTT, H. BRUCE (fidy)
08/28/06 13k Notice to file Account 0030933 1.00
10/03/06 13m Citation to file Account sent to fidy 5.00
10/03/06 vcs Virtual Service Mail Sent 4.25
- H Bruce Talbott 9101
- Account
10/16/06 vcr Virtual Service Returned .00
- H Bruce Talbott 9101
- Account
11/14/06 13a Fiduciary's Partial Account 05 22.00
TALBOTT, H. BRUCE (fidy)
11/14/06 13.1 Receipts and Disbursements .00
11/14/06 13.2 Assets Remaining in Fiduciary's Hands 31145.51 .00
11/14/06 ex Extra Pages 2.00
11/15/06 13e Entry Setting Hearing on Account .00
12/26/06 13h Judgment entry approving partial account .00
05/02/07 ci PHYSICAL INVENTORY 2007 .00
07/11/07 15k Notice to file Status Letter 0030933 1.00
08/15/07 st Status Letter 5.00
TALBOTT, H. BRUCE (fidy)
08/15/07 1cc Consent to Attorney Fees 33% 33,095.75 .00
- Robert John Fisk, Jr
08/17/07 6.b Report of Newly Discovered Assets 7.00
08/17/07 6.be Entry Approving Report of Newly 58699.03 5.00
Assets
08/17/07 att Attachments .00
08/17/07 m Motion .00
08/17/07 e Entry 5.00
authorizing the right to collect the
judgement against Jack Fisk in the
amount of $ 58,654.03
08/17/07 1cc Consent to Attorney Fees 33,095.75 .00
- Elizabeth Anne Custer 33.33% 3,238.83
08/20/07 13l Extending Publication Hearing for 08/21/2007 .00
Account
FISK, JACK (fidy)
08/21/07 13i Judgment entry approving final account .00
09/04/07 2.1a Waiver of Notice of Probate of Will .00
- ROBERT JOHN FISK JR
09/04/07 2.1a Waiver of Notice of Probate of Will .00
- ELIZABETH ANN CUSTER
09/04/07 2.3a Certificate of Service of Notice of .00
Probate of Will
09/04/07 13.0 Fiduciary's Final Account 06 22.00
09/04/07 13.1 Receipts and Disbursements .00
09/04/07 ex Extra Pages 1.00
09/04/07 fc Final Costs Rec # 295327 86.25
09/05/07 13e Entry Setting Hearing on Account .00
10/16/07 13i Judgment entry approving final account .00
10/16/07 dp Docket Page .00
BALANCE DUE .00
View Estate Fiduciaries
New Search
Probate Homepage