Case Docket

Case Number: 492799  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SHEPHERD, BERT
AKA :


Date Code Description Reference Receipt Cost
01/16/03 01 Case Number (Daily Reporter) 10.00
01/16/03 6.4a Application for Appointment of a .00
Commissioner to Inventory a Safe Deposit
Box
01/16/03 6.4e Entry Appointing Commissioner to 5.00
Inventory Safe Deposit Box
Commissioner:Ronald L Wilcox
01/16/03 cc Certified Copy 1.00
01/16/03 ad Additional Deposit Rec # 198329 16.00
01/16/03 6.4a Application for Appointment of a .00
Commissioner to Inventory a Safe Deposit
Box
01/16/03 6.4e Entry Appointing Commissioner to 5.00
Inventory Safe Deposit Box
Commissioner:Ronald L Wilcox
01/16/03 isd Inventory of Safe Deposit Box .00
Decendents will was only item in box
03/19/03 1.1 Full Estate Rec # 201958 150.00
03/19/03 cb COST BILL .00
03/19/03 igf Indigent Guardianship Fund 30.00
03/19/03 adl Additional Letters of Authority 2.00
03/19/03 2.0 Application to Probate Will .00
03/19/03 2.1a Waiver of Notice of Probate of Will .00
Nancy L. Smith
03/19/03 2.1a Waiver of Notice of Probate of Will .00
Annis L. Brown
03/19/03 2.1a Waiver of Notice of Probate of Will .00
Sharon K. Schank
03/19/03 2.3 Entry Admitting Will to Probate 15.00
03/19/03 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
03/19/03 4.0 Application for Authority to Administer 5.00
Estate
03/19/03 4.a Waiver of Right to Administer .00
Key Bank National Association
03/19/03 4.a Waiver of Right to Administer .00
Sharon K. Shank
03/19/03 4.a Waiver of Right to Administer .00
Nancy L. Smith
03/19/03 4.0a Fiduciary's Acceptance .00
03/19/03 4.2 Fiduciary's Bond/Western Surety Co 50000.00 .00
Col Bar Serv
Frank Duffy
03/19/03 3.a Application to Appoint Appraiser .00
03/19/03 3.ae Entry Appointing Appraiser 34 5.00
03/19/03 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
WILCOX, RONALD L. (fidy)
03/19/03 dc Death Certificate .00
Bert Shepherd
03/19/03 lw LAST WILL AND TESTAMENT OF: .00
Bert Shepherd 06/25/2001
03/19/03 ch Certificate of Mailing/Charitable .00
To: James M. Petro, Attorney
General, State of Ohio.
03/20/03 19k Notice of Case Schedule 1.00
03/27/03 2.1a Waiver of Notice of Probate of Will .00
The Ohio State University for the
Arthur G. James Cancer Hospital and
Richard J. Solove Research Institute
03/27/03 ex by James R. Hooble Senior Associate .00
Director office of Planned Giving
The Ohio State University for the
Dorothy M. Davis Heart and Lung Re-
03/27/03 ex search Institute, by James R. Hooble .00
03/27/03 2.3a Certificate of Service of Notice of .00
Probate of Will
04/04/03 9j Consent to Power to Sell Personal .00
Property
The Ohio State University for the
Arthur G. James Cancer Hospital &
04/04/03 ex Richard J. Solove Research Institute .00
by James R. Hoahler
04/04/03 e Entry For Bond 10000.00 5.00
04/04/03 1ae Entry Increasing Bond 10000.00 5.00
CBS
04/04/03 4.2 Fiduciary's Bond/ Western Surety Co. 60000.00 .00
CBS
Frank Duffy
04/04/03 25nr Ohio Estate Tax Form 22 Part 1 (B) 1.00
04/04/03 6.0 Inventory 37600.00 17.00
04/04/03 6t Ohio Estate Tax Anticipated? N .00
04/04/03 6n Appraiser's Certificate V 3.00
04/04/03 6.1 Schedule of Assets R/E: 37500.00 .00
04/07/03 6e Entry setting hearing on inventory .00
04/24/03 ad Additional Deposit Rec # 204083 60.00
05/01/03 6h judgment entry approving inventory .00
09/09/03 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/09/03 1cc Consent to Attorney Fees 3562.50 .00
- 100%
09/09/03 13.0 Fiduciary's Final Account 01 22.00
09/09/03 13.1 Receipts and Disbursements .00
09/09/03 ex Extra Pages 2.00
09/09/03 Refund payment # 0000022550 82.00
09/10/03 13e Entry Setting Hearing on Account .00
10/21/03 13i Judgment entry approving final account .00
10/22/03 dp Docket Page .00
BALANCE DUE .00
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