Case Docket

Case Number: 521618  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : RUBEN, BERNARD R.
AKA :


Date Code Description Reference Receipt Cost
03/26/07 01 Case Number (Daily Reporter) 10.00
03/26/07 02 Forms 10.00
03/26/07 03 Docketing & Index 15.00
03/26/07 04 Computerized Legal Research 3.00
03/26/07 05 Computer Fee 10.00
03/26/07 07 Legal Aid Trust Fund 26.00
03/26/07 08 Dispute Resolution Fund 10.00
03/26/07 1.1 Full Estate Rec # 285923 250.00
03/26/07 orc O.R.C. 2109.021 (return postage) 2.50
03/26/07 igf Indigent Guardianship Fund 30.00
03/26/07 adl Additional Letters of Authority 4.00
03/26/07 2.0 Application to Probate Will .00
03/26/07 2.1a Waiver of Notice of Probate of Will .00
Gloria S. Haffer, Successor Sole Trustee
of the Bernard R. Ruben Amended and
Restated Trust u/a dtd 11/16/2004
03/26/07 2.3 Entry Admitting Will to Probate 15.00
03/26/07 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
03/26/07 4.0 Application for Authority to Administer 5.00
Estate
03/26/07 4.0a Fiduciary's Acceptance .00
03/26/07 dc Death Certificate .00
Bernard R. Ruben
03/26/07 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
HAFFER, GLORIA S. (fidy)
03/26/07 lw LAST WILL AND TESTAMENT OF: .00
Bernard R. Ruben 12/02/2004
03/27/07 8.9 Summary of General Rights of Surviving .00
Spouse
03/27/07 8.0 Citation of Surviving Spouse to Make 5.00
Election
03/27/07 19k Notice of Case Schedule 1.00
03/27/07 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
03/27/07 8.5 Certified Mail Sent/SPOUSAL RIGHTS 4.25
- FLORINE C RUBEN 32246
04/10/07 2.1a Waiver of Notice of Probate of Will .00
Laurence G. Ruben
04/11/07 2.1a Waiver of Notice of Probate of Will .00
Harlan G. Ruben
04/19/07 2.3a Certificate of Service of Notice of .00
Probate of Will
04/19/07 2.1a Waiver of Notice of Probate of Will .00
Florine C. Ruben
04/19/07 2.1a Waiver of Notice of Probate of Will .00
Marcellene R. Margolis
04/24/07 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
- FLORINE C RUBEN 32246
06/14/07 sn ***************SEE NOTES*************** .00
06/14/07 3.a Application to Appoint Appraiser .00
06/14/07 3.ae Entry Appointing Appraiser 46 5.00
06/25/07 13.10 Notice to Extend Administration .00
06/25/07 6.4 Application to Extend Time to File .00
Inventory
06/25/07 6.5 Entry Extending Time to File Inventory 10/26/2007 5.00
06/26/07 19k Notice of Case Schedule 1.00
10/29/07 6m Citation to File Inventory sent to fidy 5.00
10/29/07 vcos Certificate of Service for Virtual Mail .00
10/29/07 vcs Virtual Service Mail Sent 4.50
- GLORIA S HAFFER 68610
- Inventory
10/29/07 vcs Virtual Service Mail Sent 4.50
- STEPHEN B HOFFSIS 68627
- Inventory
11/01/07 6.0 Inventory 4013411.00 17.00
11/01/07 6t Ohio Estate Tax Anticipated? Y .00
11/01/07 6n Appraiser's Certificate V 3.00
11/01/07 6c Surviving Spouse Waiver of Taking N .00
Inventory
11/01/07 6d Waiver of Notice of Hearing on Inventory .00
Florine C Ruben
11/01/07 6.1 Schedule of Assets R/E: 3953411.00 .00
11/02/07 6e Entry setting hearing on inventory .00
11/05/07 evcr e-Virtual Service Returned 68610 .00
- GLORIA S HAFFER
- Inventory
10/31/2007
11/05/07 evcr e-Virtual Service Returned 68627 .00
- STEPHEN B HOFFSIS
- Inventory
10/31/2007
11/16/07 6d Waiver of Notice of Hearing on Inventory .00
- Gloria S Haffer, Successor Trustee
11/21/07 6d Waiver of Notice of Hearing on Inventory .00
Laurence G Ruben
11/21/07 6d Waiver of Notice of Hearing on Inventory .00
Marcellence R Margolis
11/26/07 6h judgment entry approving inventory .00
11/27/07 l Cover letter dated 11-26-2007 from .00
Stephen B. Hofsis
11/27/07 6d Waiver of Notice of Hearing on Inventory .00
Harlan Ruben
12/21/07 adl Additional Letters of Authority 5.00
04/28/08 6.b Report of Newly Discovered Assets 7.00
04/28/08 6.be Entry Approving Report of Newly 41557.50 5.00
Assets
04/28/08 st Status Letter 5.00
04/28/08 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/28/08 13a Fiduciary's Partial Account 01 30.00
04/28/08 13.1 Receipts and Disbursements .00
04/28/08 13.2 Assets Remaining in Fiduciary's Hands 4065089.10 .00
04/29/08 13e Entry Setting Hearing on Account .00
05/28/08 25.8 Ohio Estate Tax Resident F-22 Part I .00
05/28/08 25.0 Ohio Estate Tax Resident Return 21.00
05/28/08 25.9 Certificate of Estate Tax Payment .00
Part II
06/09/08 13h Judgment entry approving partial account .00
06/09/08 13v Waiver Of Notice of Hearing and Consent .00
to Account
- Florine C Ruben
- Gloria S Haffer, Trustee
06/18/08 25.ex Exceptions: Continue Matter Indefinitely .00
Pursuant to Section 5731.21(B) O.R.C.
ET-890, ET-30
- attachments
12/17/08 l LETTER: To attorney returning amended .00
return for form 22
01/02/09 ad Additional Deposit Rec # 322560 31.75
01/02/09 25.2 Amended Ohio Estate Tax Return Form 2XI 1.00
01/02/09 25.8 Ohio Estate Tax Resident F-22 Part I Amended .00
01/05/09 25.9 Certificate of Estate Tax Payment AMENDED .00
Part II
03/31/09 13k Notice to File Account 0037365 1.00
03/31/09 15k Notice to File Status Letter 0037365 1.00
04/01/09 25.31 Journal Entry:...exceptions of the .00
Department of Taxation...are hereby
dismissed with prejudice.
04/01/09 25.ms Ohio Estate Tax Miscellaneous Filing .00
- Cover Letter from Attorney Stephen
Hoffsis regarding OET Form 31
04/02/09 12.0 Application for Certificate of Transfer 1 7.00
04/02/09 12.a Certificate of Transfer 1 .00
04/02/09 12.2 Entry Issuing Certificate of Transfer 1 .00
04/02/09 eb Exhibit A .00
04/02/09 cc Certified Copy 2.00
04/02/09 ad Additional Deposit Rec # 327786 10.00
04/02/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/12/09 13a Fiduciary's Partial Account 02 27.00
05/12/09 13.1 Receipts and Disbursements .00
05/12/09 13.2 Assets Remaining in Fiduciary's Hands 1575359.21 .00
05/12/09 st Status Letter 5.00
05/12/09 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/12/09 13v Waiver Of Notice of Hearing and Consent .00
to Account
05/12/09 ad Additional Deposit Rec # 330097 200.00
05/13/09 13e Entry Setting Hearing on Account .00
06/16/09 13v Waiver Of Notice of Hearing and Consent .00
to Account
National City Bank
06/16/09 13v Waiver Of Notice of Hearing and Consent .00
to Account
Florine C Ruben
06/23/09 13h Judgment Entry Approving Partial Account .00
01/13/10 3.a Application to Appoint Appraiser .00
01/13/10 3.ae Entry Appointing Appraiser 46 5.00
sn****************
01/13/10 6.b Report of Newly Discovered Assets 7.00
01/13/10 6.be Entry Approving Report of Newly 180000.00 5.00
Assets
01/13/10 att Attachments 34.00
01/20/10 au Authenticated Copies 94.25
02/09/10 c Copy 2.95
03/29/10 6.b Report of Newly Discovered Assets 7.00
03/29/10 6.be Entry Approving Report of Newly .00 5.00
Assets
03/29/10 att Attachments .00
04/13/10 13k Notice to File Account 0037365 1.00
04/13/10 15k Notice to File Status Letter 0037365 1.00
05/19/10 ad Additional Deposit Rec # 351820 150.00
05/19/10 13a Fiduciary's Partial Account 03 22.00
05/19/10 13.1 Receipts and Disbursements .00
05/19/10 13.2 Assets Remaining in Fiduciary's Hands 1703207.47 .00
05/19/10 ex Extra Pages 6.00
05/19/10 st Status Letter 5.00
05/19/10 13v Waiver Of Notice of Hearing and Consent .00
to Account
05/19/10 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/19/10 6.b Report of Newly Discovered Assets 7.00
05/19/10 6.be Entry Approving Report of Newly 1835252.00 5.00
Assets
05/19/10 eb Exhibit A 8.00
05/19/10 3.a Application to Appoint Appraiser .00
05/19/10 3.ae Entry Appointing Appraiser 46 5.00
sn
05/20/10 13e Entry Setting Hearing on Account .00
06/03/10 12.0 Application for Certificate of Transfer 2 7.00
06/03/10 12.a Certificate of Transfer 2 .00
06/03/10 12.2 Entry Issuing Certificate of Transfer 2 .00
06/03/10 12.0 Application for Certificate of Transfer 3 7.00
06/03/10 12.a Certificate of Transfer 3 .00
06/03/10 12.2 Entry Issuing Certificate of Transfer 3 .00
06/03/10 13v Waiver Of Notice of Hearing and Consent .00
to Account
Florine Ruben
06/24/10 13v Waiver Of Notice of Hearing and Consent .00
to Account
- National City Bank
06/30/10 13h Judgment Entry Approving Partial Account .00
07/23/10 12.0 Application for Certificate of Transfer 2 7.00
Amended
07/23/10 12.a Certificate of Transfer 2 .00
Amended
07/23/10 12.2 Entry Issuing Certificate of Transfer 2 .00
Amended
07/29/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/10/10 3.a Application to Appoint Appraiser .00
11/10/10 3.ae Entry Appointing Appraiser 46 5.00
sn*******************
11/10/10 13v Waiver Of Notice of Hearing and Consent .00
to Account
- Gloria Haffer, Trustee
11/10/10 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/10/10 6.b Report of Newly Discovered Assets 7.00
11/10/10 6.be Entry Approving Report of Newly 302732.00 5.00
Assets
11/10/10 6n Appraiser's Certificate V 3.00
- John F Bohmfalk, CFA
11/10/10 6p Motion to Amend Inventory .00
11/10/10 6q Entry Amending Inventory .00 5.00
- State of Israel Bond for $60,000
- reduced to $5,000
11/10/10 13.0 Fiduciary's Final Account 04 22.00
11/10/10 13.1 Receipts and Disbursements .00
11/10/10 ex Extra Pages 3.00
11/10/10 Refund payment # 0000041358 26.80
11/12/10 13e Entry Setting Hearing on Account .00
11/17/10 l Cover Letter from Stephen B. Hoffsis .00
11/17/10 13v Waiver Of Notice of Hearing and Consent .00
to Account PNC Bank, Co-Trustee
11/30/10 13v Waiver Of Notice of Hearing and Consent .00
to Account
Florine C ruben
12/23/10 13i Judgment Entry Approving Final Account .00
12/27/10 dp Docket Page .00
04/13/12 50i Application to Reopen and Report Newly 15.00
Discovered Assets
04/13/12 50j Entry to Reopen and Report Newly 5.00
Discovered Assets
04/13/12 12.a Certificate of Transfer 1 .00
04/13/12 12.0 Application for Certificate of Transfer 1 7.00
04/13/12 12.2 Entry Issuing Certificate of Transfer 1 .00
04/13/12 ex Extra Pages 4.00
04/13/12 l LETTER: Cover Letter .00
04/13/12 eb Exhibit A-b 9.00
04/13/12 ad Additional Deposit Rec # 392713 40.00
04/16/12 99 Case Closed .00
04/17/12 dp Docket Page .00
07/15/21 op stat only .00
07/15/21 c Copy .45
07/15/21 ad Additional Deposit Rec # 574948 .45
07/15/21 99 Case Closed .00
02/08/22 op stat only .00
02/09/22 50i Application to Reopen and Report Newly 15.00
Discovered Assets
02/09/22 50j Entry to Reopen and Report Newly 42600.00 5.00
Discovered Assets HJW
02/09/22 att Attachments .00
02/09/22 ad Additional Deposit Rec # 584769 200.00
02/09/22 3.b Application to Dispense With Appraisal .00
02/09/22 3.be Entry Dispensing With Appraisal HJW 5.00
02/09/22 sum Franklin County Auditor's .00
Real Estate Summary
02/09/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
HAFFER, GLORIA S. (fidy)
02/10/22 19k Notice of Case Schedule 1.00
03/07/22 rmr Regular Mail Returned/Not Complete .00
Gloria S. Haffer:Unclaimed. Bad address.
11/03/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/03/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/23/23 13m Citation to File Account sent to fidy 5.00
03/24/23 vcos Certificate of Service for Virtual Mail .00
03/24/23 vcs Virtual Service Mail Sent 6.85
Gloria S Haffer 485615
03/24/23 vcs Virtual Service Mail Sent 6.85
Stephen G Berardino 485622
04/04/23 vcr Virtual Service Returned .00
SGB 485622
05/26/23 dr Digital Record of Hearing MCD .00
5/26/23 22A 9:42:54 - 9:44:05 am
05/31/23 sc Substitution of Counsel 0098983 .00
05/31/23 eml e-Mail Correspondence Received from: .00
-Steve Berardino
(NOT EVIDENCE)
05/31/23 55 Report of Distribution .00
05/31/23 att Attachments .00
05/31/23 56 Entry Approving Report of Distribution HJW 5.00
11/01/23 vcmw Virtual Service Returned/NO SERVICE .00
HAFFER, GLORIA S.-Bad address.
11/01/23 rm Regular Mail Sent .00
11/01/23 99 Case Closed .00
12/06/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/06/23 Refund payment # 0000077972 140.30
12/06/23 99 Case Closed .00
03/01/24 op Entry Re-Opening Case .00
BALANCE DUE .00
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