Case Docket

Case Number: 508888  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : MORTON, ROBERT J.G.
AKA :


Date Code Description Reference Receipt Cost
04/13/05 01 Case Number (Daily Reporter) 10.00
04/13/05 02 Forms 10.00
04/13/05 03 Docketing & Index 15.00
04/13/05 04 Computerized Legal Research 3.00
04/13/05 05 Computer Fee 10.00
04/13/05 08 Dispute Resolution Fund 10.00
04/13/05 1.1 Full Estate Rec # 244932 200.00
04/13/05 cb COST BILL .00
04/13/05 igf Indigent Guardianship Fund 30.00
04/13/05 adl Additional Letters of Authority 9.00
04/13/05 2.0 Application to Probate Will .00
04/13/05 2.1a Waiver of Notice of Probate of Will .00
jean R. Morton
04/13/05 2.3 Entry Admitting Will to Probate 15.00
04/13/05 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
04/13/05 4.0 Application for Authority to Administer 5.00
Estate
04/13/05 4.0a Fiduciary's Acceptance .00
04/13/05 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MORTON, JEAN R. (fidy)
04/13/05 13.10 Notice to Extend Administration .00
04/13/05 lw LAST WILL AND TESTAMENT OF: .00
Robert J. G. Morton 08/01/2002
First Codicil 07/24/2003
04/13/05 3.a Application to Appoint Appraiser .00
04/13/05 3.ae Entry Appointing Appraiser 20 5.00
04/14/05 8.9 Summary of General Rights of Surviving .00
Spouse
04/14/05 8.0 Citation of Surviving Spouse to Make 5.00
Election
04/14/05 19k Notice of Case Schedule 1.00
04/14/05 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
04/14/05 8.5 Certified Mail Sent/SPOUSAL RIGHTS 91528469 4.50
Jean R. Morton spouse
04/18/05 8.6 Certified Mail Returned/SPOUSAL RIGHTS 91528469 .00
jean R. Morton spouse
05/09/05 cc Certified Copy 2.00
05/09/05 6.4a Application for Appointment of a Master .00
Commissioner to Inventory a Safe Deposit
Box - George Zola . 2 boxes located
at Bank One ( # 1646 & 2515)
05/09/05 6.4e Entry Appointing Commissioner to 5.00
Inventory Two Safe Deposit Boxes
Commissioner: George Zola
Located at Bank One
05/25/05 rr Return Receipt for Notice of Probate of .00
Will:
- Cynthia Epler / Insufficient Address
- Cynthia Epler / Unclaimed
05/25/05 rr Return Receipt for Notice of Probate of .00
Will:
- Robert H Morton
- Katherine M Epler
05/25/05 ex - Katherine Gabron .00
05/25/05 2.3a Certificate of Service of Notice of .00
Probate of Will
07/07/05 adl Additional Letters of Authority 10.00
07/13/05 ci PHYSICAL INVENTORY 2005 .00
07/13/05 dc Death Certificate .00
- Robert J G Morton
07/13/05 6.0 Inventory 1621466.38 17.00
07/13/05 6t Ohio Estate Tax Anticipated? Y .00
07/13/05 6n Appraiser's Certificate V 3.00
07/13/05 6c Surviving Spouse Waiver of Taking N .00
Inventory
07/13/05 6.1 Schedule of Assets R/E: 421,050 .00
07/14/05 6e Entry setting hearing on inventory .00
08/02/05 adl Additional Letters of Authority 10.00
08/08/05 6h judgment entry approving inventory .00
09/14/05 adl Additional Letters of Authority 42.00
09/28/05 adl Additional Letters of Authority 1.00
10/06/05 12.0 Application for Certificate of Transfer 1 7.00
10/06/05 12.a Certificate of Transfer 1 .00
10/06/05 12.2 Entry Issuing Certificate of Transfer 1 .00
10/24/05 nd Negative Balance Notice .00
11/01/05 ad Additional Deposit Rec # 256798 40.50
11/21/05 1ca Application for Attorney Fees partial 5.00
11/21/05 fs Fee Schedule 10.00
11/21/05 1e Entry Setting Hearing 12/28/2005 5.00
Application for Partial Atty fees 10:30 am
12/27/05 2.1 Notice of Voluntary Dismissal of .00
application for payment of partial
attorney fees - George E. Zola
12/27/05 cos Certificate of Service .00
01/03/06 c Copy .75
01/26/06 adl Additional Letters of Authority 2.00
03/07/06 25.8 Ohio Estate Tax Resident F-22 Part I .00
03/07/06 25.0 Ohio Estate Tax Resident Return 24.00
03/08/06 25.9 Certificate of Estate Tax Payment .00
Part II
05/12/06 6.b Report of Newly Discovered Assets 7.00
05/12/06 6.be Entry Approving Report of Newly 18611.32 5.00
Assets
05/12/06 adl Additional Letters of Authority 5.00
05/12/06 cc Certified Copy 2.00
05/12/06 9.7 Application to Transfer Motor Vehicle .00
05/12/06 9.8 Entry Approving Transfer of Motor 1989 Mercury 5.00
Vehicle
05/12/06 9.7 Application to Transfer Motor Vehicle .00
05/12/06 9.8 Entry Approving Transfer of Motor 2004 Cadilla 5.00
Vehicle
05/16/06 st Status Letter 5.00
05/16/06 13n Application to Extend Time to File .00
Account
05/16/06 13o Entry Extending Time to File Account 08/16/2006 5.00
07/21/06 adl Additional Letters of Authority .00
08/21/06 13m Citation to file Account sent to fidy 5.00
08/21/06 13n Application to Extend Time to File .00
Account
08/21/06 13o Entry Extending Time to File Account 11/17/2006 5.00
10/10/06 adl Additional Letters of Authority 3.00
11/17/06 adl Additional Letters of Authority 5.00
11/22/06 13n Application to Extend Time to File .00
Account
11/22/06 13o Entry Extending Time to File Account 01/22/2007 5.00
12/19/06 adl Additional Letters of Authority 5.00
01/29/07 13n Application to Extend Time to File .00
Account
01/29/07 13o Entry Extending Time to File Account 02/16/2007 5.00
02/21/07 13n Application to Extend Time to File .00
Account
02/21/07 13o Entry Extending Time to File Account 03/21/2007 5.00
03/22/07 13n Application to Extend Time to File .00
Account
03/22/07 13o Entry Extending Time to File Account 04/13/2007 5.00
03/23/07 adl Additional Letters of Authority 10.00
04/17/07 15k Notice to file Status Letter 0029486 1.00
04/19/07 13n Application to Extend Time to File .00
Account
04/19/07 13o Entry Extending Time to File Account 05/04/2007 5.00
05/07/07 13n Application to Extend Time to File .00
Account
05/07/07 13o Entry Extending Time to File Account 05/23/2007 5.00
06/01/07 adl Additional Letters of Authority 2.00
06/05/07 13n Application to Extend Time to File .00
Account & Status Letter
06/05/07 13o Entry Extending Time to File Account 06/11/2007 5.00
& Status Letter
06/13/07 13m Citation to file Account sent to fidy 5.00
06/13/07 vcos Certificate of Service for Virtual Mail .00
06/13/07 vcs Virtual Service Mail Sent 4.50
- JEAN R MORTON 45789
- Account
06/13/07 vcs Virtual Service Mail Sent 4.50
- GEORGE E ZOLA 45796
- Account
06/14/07 15m Citation to file Status Letter sent to fidy 5.00
06/14/07 vcos Certificate of Service for Virtual Mail .00
06/14/07 vcs Virtual Service Mail Sent 4.50
- JEAN R MORTON 46335
- Status Letter
06/14/07 vcs Virtual Service Mail Sent 4.50
- GEORGE E ZOLA 46342
- Status Letter
06/18/07 vcr Virtual Service Returned .00
- GEORGE E ZOLA 45796
- Account
06/18/07 cmw Certified Mail Returned/No Service .00
Jean R MOrton Bad Address 00045789
06/18/07 att Attachments .00
06/19/07 st Status Letter 5.00
06/20/07 vcmw Virtual Service Returned/NO SERVICE .00
- JEAN R MORTON / Moved 46335
- Updated Address to 1001 Parkview Blvd
Columbus, OH 43219 and mailed
06/28/07 vcr Virtual Service Returned .00
- GEORGE E ZOLA 46342
- Status Letter
06/29/07 nd Negative Balance Notice .00
07/20/07 6.b Report of Newly Discovered Assets 7.00
07/20/07 6.be Entry Approving Report of Newly 182055.80 5.00
Assets
07/20/07 att Attachments .00
07/20/07 1cb Entry Approving Attorney Fees 52913.75 5.00
Porter Wright Morris & Arthur LLP 1002.40
07/20/07 1cc Consent to Attorney Fees .00
Robert H. Morton, Katherine M. Epler
Katherine Gabron, Cynthia Epler
08/08/07 8ac Entry Continuing Citation Hearing For 09/06/2007 5.00
Account
08/08/07 cd Compact Disc Image Copies 2.25
08/16/07 13a Fiduciary's Partial Account 01 22.00
08/16/07 13.1 Receipts and Disbursements .00
08/16/07 13.2 Assets Remaining in Fiduciary's Hands 658948.42 .00
08/16/07 ex Extra Pages 16.00
08/16/07 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
08/17/07 13e Entry Setting Hearing on Account .00
08/17/07 401 Affidavit .00
09/27/07 13h Judgment entry approving partial account .00
10/30/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/28/08 1cc Consent to Attorney Fees 17973.85 .00
03/28/08 13v Waiver Of Notice of Hearing and Consent .00
to Account
03/28/08 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
03/28/08 6.b Report of Newly Discovered Assets 7.00
03/28/08 6.be Entry Approving Report of Newly 24292.10 5.00
Assets
03/28/08 13.0 Fiduciary's Final Account 02 22.00
03/28/08 13.1 Receipts and Disbursements .00
03/28/08 ex Extra Pages 13.00
03/28/08 fc Final Costs Rec # 306405 299.00
03/31/08 13e Entry Setting Hearing on Account .00
05/12/08 13i Judgment entry approving final account .00
05/13/08 dp Docket Page .00
10/09/08 op stat .00
10/09/08 25.7 Ohio Estate Tax Form ET-8A .00
10/09/08 99 Case Closed. .00
10/10/08 dp Docket Page .00
01/29/10 50i Application to Reopen and Report Newly 15.00
Discovered Assets
01/29/10 50j Entry to Reopen and Report Newly 15464.43 5.00
Discovered Assets
unclaimed funds
01/29/10 adl Additional Letters of Authority 1.00
01/29/10 c Copy .05
01/29/10 ad Additional Deposit Rec # 344968 21.05
03/25/10 13ek eNotice to File Account 0029486 .00
04/05/10 25.8 Ohio Estate Tax Resident F-22 Part I .00
- Amended
04/05/10 25.2 Amended Ohio Estate Tax Return Form 2XI 2.00
04/05/10 6.b Report of Newly Discovered Assets 7.00
04/05/10 6.be Entry Approving Report of Newly 15562.44 5.00
Assets - State Dept of commerce/
unclaimed property
04/05/10 1cc Consent to Attorney Fees 86% 400.00 .00
- Robert Morton
- Katherine M Epler
04/05/10 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/05/10 13v Waiver Of Notice of Hearing and Consent .00
to Account - Robert Morton
- Katherine Epler
04/05/10 13.0 Fiduciary's Final Account 03 22.00
04/05/10 13.1 Receipts and Disbursements .00
04/05/10 fc Final Costs Rec # 348999 36.00
04/06/10 13e Entry Setting Hearing on Account .00
04/06/10 25.9 Certificate of Estate Tax Payment .00
Part II
04/23/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/17/10 13i Judgment Entry Approving Final Account .00
05/18/10 dp Docket Page .00
08/04/10 op stat only .00
08/04/10 25.4 Ohio Estate Tax Final Determination ET10 .00
08/04/10 99 Case Closed. .00
08/05/10 dp Docket Page .00
06/18/14 op stat only .00
06/18/14 m Motion To reopen .00
06/18/14 e Entry 5.00
06/18/14 1.1 Full Estate Deposit Rec # 437234 125.00
Robert H Morton
Katherine M Epler
06/18/14 4.0 Application for Authority to Administer 5.00
Estate
06/18/14 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
06/18/14 4.0a Fiduciary's Acceptance .00
06/18/14 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MORTON, ROBERT H. (fidy)
06/18/14 dc Death Certificate .00
06/18/14 igf Indigent Guardianship Fund 30.00
06/18/14 adl Additional Letters of Authority 2.00
06/18/14 6.b Report of Newly Discovered Assets 7.00
06/18/14 6.be Entry Approving Report of Newly 2156.14 5.00
Assets
06/20/14 19k Notice of Case Schedule 1.00
10/10/14 25.8 Ohio Estate Tax Resident F-22 Part I Amended .00
10/10/14 25.2 Amended Ohio Estate Tax Return Form 2XI 3.00
10/10/14 25.9 Certificate of Estate Tax Payment Amended .00
Part II
10/10/14 13v Waiver Of Notice of Hearing and Consent .00
to Account
10/10/14 1cc Consent to Attorney Fees 750.00 .00
10/10/14 13.0 Fiduciary's Final Account 01 22.00
10/10/14 13.1 Receipts and Disbursements .00
10/10/14 Refund payment # 0000051863 35.00
10/14/14 13e Entry Setting Hearing on Account .00
11/24/14 13i Judgment Entry Approving Final Account .00
11/24/14 dp Docket Page .00
12/03/14 25.4 Ohio Estate Tax Final Determination ET10 .00
12/03/14 99 Case Closed .00
04/13/18 op Stat Only 5.00
04/13/18 m Motion To Reopen Estate And Issue .00
Letters of Authority
04/13/18 e Entry Koorn 5.00
04/13/18 6.b Report of Newly Discovered Assets 7.00
04/13/18 50j Entry to Reopen and Report Newly 06/12/2018 5.00
Discovered Assets
1025.91
4698.00
04/13/18 adl Additional Letters of Authority 2.00
04/13/18 ad Additional Deposit Rec # 514413 24.00
06/14/18 ad Additional Deposit Rec # 517784 15.00
06/14/18 14.7 Application to Extend Time to File .00
Report
06/14/18 e Entry Extending Time to file Report of 09/18/2018 5.00
Distribution
06/27/18 25.2 Amended Ohio Estate Tax Return Form 2XI 2.00
06/27/18 25.8 Ohio Estate Tax Resident F-22 Part I AMENDED .00
08/08/18 55 Report of Distribution .00
08/08/18 56 Entry Approving Report of Distribution 5.00
08/08/18 att Attachments .00
08/08/18 ex Extra Pages 3.00
08/08/18 99 Case Closed .00
BALANCE DUE .00
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