Case Docket

Case Number: 528108  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SIMPSON, JERRY K.
AKA :

Date Code Description Reference Receipt Cost
04/04/08 01 Case Number (Daily Reporter) 10.00
04/04/08 02 Forms 10.00
04/04/08 03 Docketing & Index 15.00
04/04/08 04 Computerized Legal Research 3.00
04/04/08 05 Computer Fee 10.00
04/04/08 07 Legal Aid Trust Fund 26.00
04/04/08 08 Dispute Resolution Fund 10.00
04/04/08 1.1 Full Estate Rec # 306850 250.00
04/04/08 igf Indigent Guardianship Fund 30.00
04/04/08 adl Additional Letters of Authority 5.00
04/04/08 2.0 Application to Probate Will .00
04/04/08 2.3 Entry Admitting Will to Probate 15.00
04/04/08 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
04/04/08 4.0 Application for Authority to Administer 5.00
Estate
04/04/08 4.0a Fiduciary's Acceptance .00
04/04/08 dc Death Certificate .00
Jerry Keith Simpson
04/04/08 3.a Application to Appoint Appraiser .00
04/04/08 3.ae Entry Appointing Appraiser 37 5.00
04/04/08 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SIMPSON, BRUCIA (fidy)
04/04/08 lw LAST WILL AND TESTAMENT OF: .00
Jerry K. Simpson 01/21/2003
04/07/08 19k Notice of Case Schedule 1.00
04/15/08 2.3a Certificate of Service of Notice of .00
Probate of Will
04/15/08 2.1a Waiver of Notice of Probate of Will .00
Jeffrey P Simpson
Laura E Simpson
05/08/08 9.7 Application to Transfer Motor Vehicle 2001 Jaguar .00
05/08/08 9.8 Entry Approving Transfer of Motor 5.00
Vehicle
06/19/08 3.a Application to Appoint Appraiser .00
06/19/08 3.ae Entry Appointing Appraiser 46 5.00
06/26/08 6.0 Inventory 1092001.53 17.00
06/26/08 6t Ohio Estate Tax Anticipated? Y .00
06/26/08 6n Appraiser's Certificate V 3.00
06/26/08 6.1 Schedule of Assets R/E: 1075000.00 .00
06/27/08 6e Entry setting hearing on inventory .00
07/24/08 6h judgment entry approving inventory .00
09/17/08 13.10 Notice to Extend Administration .00
09/18/08 19k Notice of Case Schedule 1.00
12/16/08 25.8 Ohio Estate Tax Resident F-22 Part I .00
12/16/08 25.0 Ohio Estate Tax Resident Return 14.00
12/16/08 25.9 Certificate of Estate Tax Payment .00
Part II
04/07/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/30/09 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/30/09 6.b Report of Newly Discovered Assets 7.00
04/30/09 6.be Entry Approving Report of Newly 172738.70 5.00
Assets - Cash 1,738.70
- 55% interest in Worthington
- Packaging 171,000.00
04/30/09 6n Appraiser's Certificate V 3.00
- Ferguson Consulting, LLC
04/30/09 st Status Letter 5.00
04/30/09 ad Additional Deposit Rec # 329465 75.00
04/30/09 13a Fiduciary's Partial Account 01 22.00
04/30/09 13.1 Receipts and Disbursements .00
04/30/09 13.2 Assets Remaining in Fiduciary's Hands 966576.13 .00
04/30/09 ex Extra Pages 7.00
05/01/09 13e Entry Setting Hearing on Account .00
06/11/09 13h Judgment Entry Approving Partial Account .00
06/16/09 12.0 Application for Certificate of Transfer 1 7.00
06/16/09 12.a Certificate of Transfer 1 .00
06/16/09 12.2 Entry Issuing Certificate of Transfer 1 .00
09/03/09 25nr Ohio Estate Tax Form 22 Part 1 (B) 1.00
- 2 pages
09/03/09 1cc Consent to Attorney Fees 20444.01 .00
- 100%
09/03/09 cpi Confidential Personal Identifiers .00
09/03/09 13v Waiver Of Notice of Hearing and Consent .00
to Account
09/03/09 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/03/09 13.0 Fiduciary's Final Account 01 22.00
09/03/09 13.1 Receipts and Disbursements .00
09/03/09 ex Extra Pages 1.00
09/03/09 Refund payment # 0000038199 45.00
09/04/09 13e Entry Setting Hearing on Account .00
10/19/09 13i Judgment Entry Approving Final Account .00
10/20/09 dp Docket Page .00
BALANCE DUE .00
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