|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
10/14/08
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
10/14/08
|
02
|
Forms
|
|
|
10.00
|
|
10/14/08
|
03
|
Docketing & Index
|
|
|
15.00
|
|
10/14/08
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
10/14/08
|
05
|
Computer Fee
|
|
|
10.00
|
|
10/14/08
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
10/14/08
|
08
|
Dispute Resolution Fund
|
|
|
10.00
|
|
10/14/08
|
1.1
|
Full Estate
|
Rec # 318148
|
300.00
|
|
|
10/14/08
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
10/14/08
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
10/14/08
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
10/14/08
|
m
|
Motion to Waive Bond
|
|
|
.00
|
|
10/14/08
|
misc
|
Order to waive bond. this day this
|
|
|
.00
|
|
|
|
cause came to be heard upon the
|
|
|
|
|
|
|
Applicant's Motion to Waive Bond. The
|
|
|
|
|
|
|
Court finds that the motion is well
|
|
|
|
|
10/14/08
|
ex
|
taken and is hereby, adjudged, and
|
|
|
.00
|
|
|
|
decreed that the bond is waived until
|
|
|
|
|
|
|
further order of this Court, with
|
|
|
|
|
|
|
limited letter in issue.
|
|
|
|
|
10/14/08
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Renee Holmes
|
|
|
|
|
10/14/08
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
10/14/08
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
10/14/08
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
GERKEN, GEORGE E.
|
(fidy)
|
|
|
|
10/14/08
|
6.0
|
Inventory
|
59800.00
|
|
17.00
|
|
10/14/08
|
6t
|
Ohio Estate Tax Anticipated?
|
N
|
|
.00
|
|
10/14/08
|
6.1
|
Schedule of Assets R/E:
|
NO R/E
|
|
.00
|
|
10/15/08
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
10/15/08
|
6e
|
Entry setting hearing on inventory
|
|
|
.00
|
|
11/10/08
|
6h
|
judgment entry approving inventory
|
|
|
.00
|
|
01/16/09
|
asmt
|
Assignment of Inheritance
|
|
|
.00
|
|
01/16/09
|
eb
|
Exhibits A thru D
|
|
|
29.00
|
|
01/16/09
|
1e
|
Entry Setting Hearing
|
03/02/2009
|
|
5.00
|
|
|
|
assignment of inheritance
|
2:00 pm
|
|
|
|
03/23/09
|
e
|
Entry-It is ORDERED ADJUDGED AND DECREED
|
|
|
5.00
|
|
|
|
that the future paments by NY Life Ins.
|
|
|
|
|
|
|
and Annuity Co. shall be assigned as
|
|
|
|
|
|
|
follows:
|
|
|
|
|
03/23/09
|
ex
|
1. The estate shall make no claim to the
|
|
|
.00
|
|
|
|
5 pymts of 10,000.00 annually, 11/21/08-
|
|
|
|
|
|
|
11/21/2012
|
|
|
|
|
|
|
2. The pymnts of 4500.00 to be made on
|
|
|
|
|
03/23/09
|
ex
|
11/21/2017 and 5400.00 to be made on
|
|
|
.00
|
|
|
|
11/21/2022 shall be paid to the estate
|
|
|
|
|
|
|
of Renee Holmes.
|
|
|
|
|
04/09/09
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2009
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
04/23/09
|
13m
|
Citation to File Account
|
sent to fidy
|
|
5.00
|
|
04/23/09
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
04/23/09
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.25
|
|
|
|
- GEORGE E GERKEN
|
168457
|
|
|
|
|
|
- Account
|
|
|
|
|
05/04/09
|
evcr
|
e-Virtual Service Returned
|
168457
|
|
.00
|
|
|
|
- GEORGE E GERKEN
|
|
|
|
|
|
|
- Account
|
|
|
|
|
|
|
04/27/2009
|
|
|
|
|
05/11/09
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
05/11/09
|
13.0
|
Fiduciary's Final Account
|
01
|
|
22.00
|
|
05/11/09
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
05/11/09
|
|
Refund payment
|
# 0000037325
|
|
107.75
|
|
05/12/09
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
06/22/09
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
06/23/09
|
dp
|
Docket Page
|
|
|
.00
|
|
10/06/16
|
op
|
stat
|
|
|
.00
|
|
10/06/16
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
From New York Life Insurance Co
|
|
|
|
|
|
|
RE: Contact Information
|
|
|
|
|
10/06/16
|
99
|
Case Closed
|
|
|
.00
|
|
10/06/16
|
dp
|
Docket Page
|
|
|
.00
|
|
10/07/16
|
dp
|
Docket Page
|
|
|
.00
|
|
05/31/18
|
op
|
Stat Only
|
|
|
.00
|
|
05/31/18
|
1.1
|
Full Estate Deposit
|
Rec # 517026
|
175.00
|
|
|
|
|
Application for Successor Appointment
|
|
|
|
|
05/31/18
|
6.b
|
Report of Newly Discovered Assets
|
|
|
7.00
|
|
05/31/18
|
6.be
|
Entry Approving Report of Newly
|
4500.00
|
|
5.00
|
|
|
|
Assets
|
|
|
|
|
05/31/18
|
16a
|
Motion for Release of Assets to be
|
|
|
.00
|
|
|
|
Deposited w/Custodian in Lieu of Bond
|
|
|
|
|
05/31/18
|
16b
|
Entry Ordering Deposit of Assets
|
PARK NATL
|
|
5.00
|
|
|
|
In Lieu of Bond
|
4500.00
|
|
|
|
|
|
|
001
|
|
|
|
05/31/18
|
cc
|
Certified Copy
|
|
|
1.00
|
|
05/31/18
|
app
|
Application to reopen estate, and
|
|
|
.00
|
|
|
|
appoint Successor Administrator
|
|
|
|
|
05/31/18
|
e
|
Entry Reopening estate, and appointing
|
|
|
5.00
|
|
|
|
Successor Administrator
|
|
|
|
|
05/31/18
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
05/31/18
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee Amended
|
|
|
|
|
05/31/18
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
05/31/18
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
05/31/18
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
05/31/18
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
BORGMANN, BRANDON A.
|
(fidy)
|
|
|
|
05/31/18
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
05/31/18
|
adl
|
Additional Letters of Authority
|
|
|
1.00
|
|
06/01/18
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
06/01/18
|
misc
|
receipt of check from New York Life Ins
|
|
|
.00
|
|
|
|
Co in the amount of $4500, by Norman
|
|
|
|
|
|
|
Hall on behalf of Administrator
|
|
|
|
|
|
|
Brandon Borgmann
|
|
|
|
|
06/07/18
|
sn
|
***************SEE NOTES***************
|
|
|
.00
|
|
08/03/18
|
15a
|
Application for Authority to Expend
|
|
|
16.00
|
|
|
|
Funds from Custodial Account. (Includes
|
|
|
|
|
|
|
costs for Entry and Certification)
|
|
|
|
|
08/03/18
|
15b
|
Entry Authorizing Expenditure of Funds
|
|
|
.00
|
|
|
|
(Custodial)
|
|
|
|
|
08/08/18
|
16c
|
Verification of Receipt or Deposit
|
PARK NATL
|
|
.00
|
|
|
|
|
4500.00
|
|
|
|
|
|
|
001 Y
|
|
|
|
11/13/18
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
11/13/18
|
mfle
|
Entry Extending Administration
|
|
|
5.00
|
|
11/13/18
|
st
|
Status Letter
|
|
|
5.00
|
|
11/13/18
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
11/13/18
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
11/13/18
|
13a
|
Fiduciary's Partial Account
|
01
|
|
22.00
|
|
11/13/18
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/13/18
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
300.00
|
|
.00
|
|
11/14/18
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
12/26/18
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
03/08/19
|
13r
|
Custodial Year End Report 2018
|
PARK NATL
|
|
.00
|
|
|
|
|
300.00
|
|
|
|
08/28/19
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2019
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
10/16/19
|
13ek
|
eNotice to File Account
|
0082143
|
|
.00
|
|
10/16/19
|
15ek
|
eNotice to File Status Letter
|
0082143
|
|
.00
|
|
11/04/19
|
13a
|
Fiduciary's Partial Account
|
02
|
|
22.00
|
|
11/04/19
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/04/19
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
300.00
|
|
.00
|
|
11/04/19
|
st
|
Status Letter
|
|
|
5.00
|
|
11/04/19
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
11/04/19
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
11/05/19
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
12/17/19
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
04/14/20
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2020
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
05/21/20
|
nc
|
Notice of Change of Address of:
|
|
|
.00
|
|
|
|
Fiduciary
|
|
|
|
|
10/06/20
|
13ek
|
eNotice to File Account
|
0082143
|
|
.00
|
|
10/06/20
|
15ek
|
eNotice to File Status Letter
|
0082143
|
|
.00
|
|
11/04/20
|
st
|
Status Letter
|
|
|
5.00
|
|
11/04/20
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
11/04/20
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
11/04/20
|
13a
|
Fiduciary's Partial Account
|
03
|
|
22.00
|
|
11/04/20
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/04/20
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
300.00
|
|
.00
|
|
11/04/20
|
ad
|
Additional Deposit
|
Rec # 562880
|
10.00
|
|
|
11/05/20
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
11/10/20
|
13r
|
Custodial Year End Report 2019
|
PARK NATL
|
|
.00
|
|
|
|
|
300.00
|
|
|
|
12/17/20
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
03/04/21
|
13r
|
Custodial Year End Report 2020
|
PARK NATL
|
|
.00
|
|
|
|
|
300.00
|
|
|
|
07/27/21
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2021
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
10/05/21
|
13ek
|
eNotice to File Account
|
0082143
|
|
.00
|
|
10/05/21
|
15ek
|
eNotice to File Status Letter
|
0082143
|
|
.00
|
|
11/03/21
|
st
|
Status Letter
|
|
|
5.00
|
|
11/03/21
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
11/03/21
|
13a
|
Fiduciary's Partial Account
|
04
|
|
22.00
|
|
11/03/21
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/03/21
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
300.00
|
|
.00
|
|
11/03/21
|
ad
|
Additional Deposit
|
Rec # 580291
|
20.00
|
|
|
11/04/21
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
12/16/21
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
03/21/22
|
13r
|
Custodial Year End Report 2021
|
PARK NATL
|
|
.00
|
|
|
|
|
300.00
|
|
|
|
10/04/22
|
13ek
|
eNotice to File Account
|
0082143
|
|
.00
|
|
10/04/22
|
15ek
|
eNotice to File Status Letter
|
0082143
|
|
.00
|
|
11/02/22
|
l
|
LETTER:Cover Letter. 11/01/2022
|
|
|
.00
|
|
11/02/22
|
st
|
Status Letter
|
|
|
5.00
|
|
11/02/22
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
11/02/22
|
13a
|
Fiduciary's Partial Account
|
05
|
|
22.00
|
|
11/02/22
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/02/22
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
300.00
|
|
.00
|
|
11/03/22
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
11/03/22
|
ad
|
Additional Deposit
|
Rec # 598471
|
27.00
|
|
|
11/03/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
12/14/22
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
02/10/23
|
ad
|
Additional Deposit
|
Rec # 603134
|
20.00
|
|
|
02/10/23
|
15a
|
Application for Authority to Expend
|
|
|
16.00
|
|
|
|
Funds from Custodial Account. (Includes
|
|
|
|
|
|
|
costs for Entry and Certification)
|
|
|
|
|
02/10/23
|
15b
|
Entry Authorizing Expenditure of Funds
|
5700.00
|
|
.00
|
|
|
|
(Custodial)
|
|
|
|
|
02/10/23
|
16a
|
Motion for Release of Assets to be
|
|
|
.00
|
|
|
|
Deposited w/Custodian in Lieu of Bond
|
|
|
|
|
02/10/23
|
16b
|
Entry Ordering Deposit of Assets
|
PARK NATL
|
|
5.00
|
|
|
|
In Lieu of Bond
|
5400.00
|
|
|
|
|
|
|
002
|
|
|
|
03/03/23
|
16c
|
Verification of Receipt or Deposit
|
PARK NATL
|
|
.00
|
|
|
|
|
5400.00
|
|
|
|
|
|
|
002 Y
|
|
|
|
03/03/23
|
13r
|
Custodial Year End Report 2022
|
PARK NATL
|
|
.00
|
|
|
|
|
470.00
|
|
|
|
03/03/23
|
13x
|
custodial Year End Report 2023
|
PARK NATL
|
|
.00
|
|
|
|
|
0.00
|
|
|
|
09/15/23
|
l
|
LETTER:Cover Letter. 09/14/2023
|
|
|
.00
|
|
09/15/23
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
09/15/23
|
l
|
LETTER:Return account. Need 1cc.
|
|
|
.00
|
|
09/15/23
|
ad
|
Additional Deposit
|
Rec # 614086
|
23.00
|
|
|
10/03/23
|
13ek
|
eNotice to File Account
|
0082143
|
|
.00
|
|
10/03/23
|
15ek
|
eNotice to File Status Letter
|
0082143
|
|
.00
|
|
11/08/23
|
l
|
LETTER:Cover Letter. 11/06/2023
|
|
|
.00
|
|
11/08/23
|
1cc
|
Consent to Attorney Fees
|
82.00
|
|
.00
|
|
|
|
|
418.00
|
|
|
|
11/08/23
|
13.0
|
Fiduciary's Final Account
|
06
|
|
22.00
|
|
11/08/23
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/08/23
|
ref
|
No Refund Issued: Less than $1.00
|
|
|
1.00
|
|
11/09/23
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
12/07/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
12/21/23
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
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|
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