Case Docket

Case Number: 509802  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : MALLO, LAWRENCE A.
AKA :


Date Code Description Reference Receipt Cost
05/31/05 01 Case Number (Daily Reporter) 10.00
05/31/05 02 Forms 10.00
05/31/05 03 Docketing & Index 15.00
05/31/05 04 Computerized Legal Research 3.00
05/31/05 05 Computer Fee 10.00
05/31/05 08 Dispute Resolution Fund 10.00
05/31/05 1.1 Full Estate Rec # 247607 225.00
05/31/05 cb COST BILL .00
05/31/05 igf Indigent Guardianship Fund 30.00
05/31/05 adl Additional Letters of Authority 19.00
05/31/05 2.0 Application to Probate Will .00
05/31/05 2.3 Entry Admitting Will to Probate 15.00
05/31/05 2.1a Waiver of Notice of Probate of Will .00
Ryan Anthony Mallo, Son by Dana Marie
Evans, Legal Guradian (mother)
Raymond W. Buehler, Jr., Trustee
05/31/05 ex Lawrence A. Mallo Trust dated February .00
2, 2004
05/31/05 2.3a Certificate of Service of Notice of .00
Probate of Will
05/31/05 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
05/31/05 4.0 Application for Authority to Administer 5.00
Estate
05/31/05 4.0a Fiduciary's Acceptance .00
05/31/05 3.b Application to Dispense With Appraisal .00
05/31/05 3.be Entry Dispensing With Appraisal 5.00
05/31/05 dc Death Certificate .00
Lawrence Anthony Mallo
05/31/05 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
BUEHLER, RAYMOND W. (fidy)
05/31/05 lw LAST WILL AND TESTAMENT OF: .00
Lawrence A. Mallo 02/02/2004
05/31/05 3.b Application to Dispense With Appraisal .00
05/31/05 3.be Entry Dispensing With Appraisal 5.00
06/01/05 19k Notice of Case Schedule 1.00
07/07/05 ci PHYSICAL INVENTORY 2005 .00
08/23/05 6.0 Inventory 5782788.00 17.00
08/23/05 6t Ohio Estate Tax Anticipated? Y .00
08/23/05 6d Waiver of Notice of Hearing on Inventory .00
Ray Anthony Mallo By Danna Evans
Raymond W Hueher Jr Trustee
08/23/05 6.1 Schedule of Assets R/E: No R/E .00
08/24/05 6e Entry setting hearing on inventory .00
09/09/05 adl Additional Letters of Authority 2.00
09/19/05 6h judgment entry approving inventory .00
10/18/05 cc Certified Copy 1.00
10/18/05 9.7 Application to Transfer Motor Vehicle .00
10/18/05 9.8 Entry Approving Transfer of Motor 97 Jaguar 5.00
Vehicle
11/22/05 13.10 Notice to Extend Administration .00
11/22/05 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/22/05 13a Fiduciary's Partial Account 01 22.00
11/22/05 13.1 Receipts and Disbursements .00
11/22/05 13.2 Assets Remaining in Fiduciary's Hands 5775088.00 .00
11/23/05 13e Entry Setting Hearing on Account .00
01/04/06 13h Judgment entry approving partial account .00
03/30/06 adl Additional Letters of Authority 2.00
05/25/06 13a Fiduciary's Partial Account 01 22.00
***** AMENDED *****
05/25/06 13.1 Receipts and Disbursements .00
05/25/06 13.2 Assets Remaining in Fiduciary's Hands 5775088.00 .00
05/25/06 ex Extra Pages 1.00
05/25/06 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/25/06 1cc Consent to Attorney Fees 17500.00 .00
- 99.6
- Raymond W Buehler Jr as Trustee
05/25/06 13c Fiduciary's Final Account (Keep Open) 02 22.00
- OET & Federal/State Tax Issues
05/25/06 13.1 Receipts and Disbursements .00
05/25/06 ex Extra Pages 1.00
05/25/06 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/26/06 13e Entry Setting Hearing on Account .00
07/10/06 13j Judgment entry approving final account-k .00
08/09/06 25.8 Ohio Estate Tax Resident F-22 Part I .00
08/09/06 25.0 Ohio Estate Tax Resident Return 227.00
08/11/06 25.9 Certificate of Estate Tax Payment .00
Part II
01/25/07 25.7 Ohio Estate Tax Form ET-8A .00
06/29/07 nd Negative Balance Notice .00
07/03/07 st Status Letter 5.00
07/12/07 ad Additional Deposit Rec # 292157 280.00
11/01/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/05/08 15k Notice to File Status Letter 0065348 1.00
06/11/08 st Status Letter 5.00
03/26/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/10/09 adl Additional Letters of Authority 2.00
05/12/09 15k Notice to File Status Letter 0065348 1.00
05/15/09 25.8 Ohio Estate Tax Resident F-22 Part I .00
05/15/09 25.2 Amended Ohio Estate Tax Return Form 2XI 8.00
05/15/09 25.9 Certificate of Estate Tax Payment .00
Part II
06/05/09 st Status Letter 5.00
06/08/09 sn ***************SEE NOTES*************** .00
06/11/09 25.4 Ohio Estate Tax Final Determination ET10 .00
06/16/09 50m Application to Terminate 10.00
06/16/09 50n Entry Terminating and Dispensing With y 5.00
Final Account
BUEHLER, RAYMOND W. (fidy)
06/16/09 fc Final Costs Rec # 332106 7.00
06/16/09 Pay out made through bookkeeper # 0000037603 .00
ACCT #: 000000000209 8.00
06/17/09 dp Docket Page .00
07/01/19 op stat only .00
07/01/19 1.1 Full Estate Deposit Rec # 538664 150.00
to appoint administrator wwa
07/01/19 op Application & Entry To Reopen 5.00
07/01/19 6.b Report of Newly Discovered Assets 7.00
07/01/19 e Entry report of newly discovered assets 5.00
07/01/19 4.0 Application for Authority to Administer 5.00
Estate
07/01/19 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
07/01/19 c1 Waiver and Consent Ryan Anthony Mallo .00
07/01/19 c1 Waiver and Consent Huntington National .00
Bank by Erin Seils, Vice President,
Wealth and investment Relationship
Manager III
07/01/19 4.a Waiver of Right to Administer .00
Raymond W. Buhler, Jr.
Schneider & Co., by Raymond W. Buehler,
Jr., shareholder
07/01/19 4.a Waiver of Right to Administer .00
John W. Mallo
07/01/19 4.a Waiver of Right to Administer .00
JP MOrgan Successor to Bank one, N.A.
by Peter J. Valore, Executive Director
07/01/19 mem Memorandum in Support .00
Nikki S. Mesnard, Esq.
07/01/19 4.0a Fiduciary's Acceptance .00
07/01/19 4.2 Fiduciary's Bond/RLI Surety 220000.00 .00
Col Bar Assn
J VanOrder
07/01/19 3.b Application to Dispense With Appraisal .00
07/01/19 3.be Entry Dispensing With Appraisal 5.00
07/01/19 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MESNARD, NIKKI S. (fidy)
07/01/19 igf Indigent Guardianship Fund 30.00
07/01/19 adl Additional Letters of Authority 2.00
07/02/19 19k Notice of Case Schedule 1.00
08/20/19 6.0 Inventory 109340.00 17.00
08/20/19 6t Ohio Estate Tax Anticipated? n .00
08/20/19 6d Waiver of Notice of Hearing on Inventory .00
08/20/19 6.1 Schedule of Assets R/E: $109340.00 .00
08/20/19 10j Consent to Power to Sell Real Estate 1.00
Erin Seils
08/21/19 6e Entry Setting Hearing on Inventory .00
08/26/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/05/19 3.a Application to Appoint Appraiser .00
09/05/19 3.ae Entry Appointing Appraiser 46 5.00
Thomas Filaseta
09/05/19 10j Consent to Power to Sell Real Estate 1.00
Ryan Anthony Mallo
09/10/19 6a Amended Inventory 85000.00 17.00
09/10/19 6t Ohio Estate Tax Anticipated? Y .00
09/10/19 6n Appraiser's Certificate V 3.00
09/10/19 6d Waiver of Notice of Hearing on Inventory .00
09/10/19 6.1 Schedule of Assets R/E: 850000.00 .00
09/11/19 6e Entry Setting Hearing on Inventory .00
10/07/19 6h Judgment Entry Approving Inventory .00
11/18/19 13v Waiver Of Notice of Hearing and Consent .00
to Account
11/18/19 1cc Consent to Attorney Fees .00
11/18/19 13.0 Fiduciary's Final Account 01 22.00
11/18/19 13.1 Receipts and Disbursements .00
11/18/19 ex Extra Pages 2.00
11/18/19 Refund payment # 0000063956 12.00
11/19/19 13e Entry Setting Hearing on Account .00
12/30/19 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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