Case Docket

Case Number: 513985  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SIMSON, THEODORE R.
AKA :


Date Code Description Reference Receipt Cost
01/30/06 01 Case Number (Daily Reporter) 10.00
01/30/06 02 Forms 10.00
01/30/06 03 Docketing & Index 15.00
01/30/06 04 Computerized Legal Research 3.00
01/30/06 05 Computer Fee 10.00
01/30/06 07 Legal Aid Trust Fund 26.00
01/30/06 08 Dispute Resolution Fund 10.00
01/30/06 1.1 Full Estate Rec # 261973 250.00
01/30/06 cb COST BILL .00
01/30/06 igf Indigent Guardianship Fund 30.00
01/30/06 adl Additional Letters of Authority 5.00
01/30/06 2.0 Application to Probate Will .00
01/30/06 2.1a Waiver of Notice of Probate of Will .00
Bevlyn Simson
Bevlyn Simson, Successor Trustee of the
Theodore R. Simdon Family Trust dtd
01/30/06 ex November 18, 1998 .00
Douglas Simson
Sherran Blair
01/30/06 2.3 Entry Admitting Will to Probate 15.00
01/30/06 2.3a Certificate of Service of Notice of .00
Probate of Will
01/30/06 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
01/30/06 4.0 Application for Authority to Administer 5.00
Estate
01/30/06 4.0a Fiduciary's Acceptance .00
01/30/06 dc Death Certificate .00
Theodore R. Simson
01/30/06 lw LAST WILL AND TESTAMENT OF: .00
Teeodore R. Simson 11/18/1998
First Codicil 07/29/2005
01/30/06 3.a Application to Appoint Appraiser .00
01/30/06 3.ae Entry Appointing Appraiser 53 5.00
01/30/06 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SIMSON, BEVLYN (fidy)
02/02/06 8.9 Summary of General Rights of Surviving .00
Spouse
02/02/06 8.0 Citation of Surviving Spouse to Make 5.00
Election
02/02/06 19k Notice of Case Schedule 1.00
02/02/06 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
02/02/06 8.5 Certified Mail Sent/SPOUSAL RIGHTS 29897194 4.75
Bevlyn Simson spouse
02/07/06 8.6 Certified Mail Returned/SPOUSAL RIGHTS 29897194 .00
Bevlyn Simson spouse
05/02/06 6.0 Inventory 1554417.14 17.00
05/02/06 6t Ohio Estate Tax Anticipated? Y .00
05/02/06 6n Appraiser's Certificate V 3.00
05/02/06 6c Surviving Spouse Waiver of Taking N .00
Inventory
05/02/06 6d Waiver of Notice of Hearing on Inventory .00
Bevlyn Simson Trustee
05/02/06 6.1 Schedule of Assets R/E: No R/E .00
05/03/06 6e Entry setting hearing on inventory .00
05/30/06 6h judgment entry approving inventory .00
06/19/06 mfl Application to Extend Administration .00
06/19/06 mfle Entry Extending Administration 5.00
06/21/06 19k Notice of Case Schedule 1.00
02/12/07 6a Amended Inventory 1558297.17 17.00
02/12/07 6t Ohio Estate Tax Anticipated? Y .00
02/12/07 6c Surviving Spouse Waiver of Taking N .00
Inventory
02/12/07 6d Waiver of Notice of Hearing on Inventory .00
- Beverly Simson, Succ Trustee
02/12/07 6.1 Schedule of Assets R/E: -0- .00
02/12/07 1cc Consent to Attorney Fees .00
Bevlyn Simson
02/12/07 1ca Application for Attorney Fees 5.00
early payment
02/12/07 2.2 Waiver of Notice .00
Bevlyn Simson
02/12/07 1cb Entry Approving Attorney Fees 35000.00 5.00
Phillip G. Lilly
Becker & Lily, LLC
02/13/07 6e Entry setting hearing on inventory .00
02/26/07 25.8 Ohio Estate Tax Resident F-22 Part I .00
02/26/07 25.0 Ohio Estate Tax Resident Return 15.00
02/26/07 13.3 Waiver of Partial Account 5.00
02/26/07 st Status Letter 5.00
02/27/07 25.9 Certificate of Estate Tax Payment .00
Part II
03/12/07 6h judgment entry approving inventory .00
11/14/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/20/07 13.0 Fiduciary's Final Account 01 22.00
11/20/07 13.1 Receipts and Disbursements .00
11/20/07 ex Extra Pages 1.00
11/20/07 13v Waiver Of Notice of Hearing and Consent .00
to Account
11/20/07 fc Final Costs Rec # 299502 16.75
11/20/07 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/20/07 1cc Consent to Attorney Fees 100% .00
Bevlyn Simson - previously approved
and filed 2/2007
11/21/07 13e Entry Setting Hearing on Account .00
11/21/07 25.4 Ohio Estate Tax Final Determination ET10 .00
01/02/08 13i Judgment entry approving final account .00
01/02/08 dp Docket Page .00
BALANCE DUE .00
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