Case Docket

Case Number: 536166  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : WHITAKER, LOWELL DEAN
AKA :

Date Code Description Reference Receipt Cost
07/15/09 01 Case Number (Daily Reporter) 10.00
07/15/09 02 Forms 10.00
07/15/09 03 Docketing & Index 15.00
07/15/09 04 Computerized Legal Research 3.00
07/15/09 05 Computer Fee 10.00
07/15/09 07 Legal Aid Trust Fund 26.00
07/15/09 08 Dispute Resolution Fund 10.00
07/15/09 1.1 Full Estate Rec # 333853 500.00
07/15/09 lw LAST WILL AND TESTAMENT OF: .00
Lowell Dean Whitaker 12/18/1992
07/15/09 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
07/15/09 2.0 Application to Probate Will .00
07/15/09 2.1a Waiver of Notice of Probate of Will .00
Dawn M. McClain
07/15/09 2.3 Entry Admitting Will to Probate 15.00
07/15/09 4.0 Application for Authority to Administer 5.00
Estate
07/15/09 4.0a Fiduciary's Acceptance .00
07/15/09 dc Death Certificate .00
Lowell Dean Whitaker
07/15/09 3.a Application to Appoint Appraiser .00
07/15/09 3.ae Entry Appointing Appraiser 83 5.00
07/15/09 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MC CLAIN, DAWN M. (fidy)
07/15/09 igf Indigent Guardianship Fund 30.00
07/15/09 adl Additional Letters of Authority 5.00
07/16/09 19k Notice of Case Schedule 1.00
07/23/09 13.10 Notice to Extend Administration .00
07/24/09 19k Notice of Case Schedule 1.00
08/07/09 2.3a Certificate of Service of Notice of .00
Probate of Will
08/07/09 2.1a Waiver of Notice of Probate of Will .00
Tacy A. Osler
08/07/09 2.1a Waiver of Notice of Probate of Will .00
Erin A. Rinehart
08/07/09 2.1a Waiver of Notice of Probate of Will .00
Trevor J. Whitaker
08/07/09 2.1a Waiver of Notice of Probate of Will .00
Vivian S. Zeyer
10/14/09 cc Certified Copy 1.00
10/14/09 6.4 Application to Extend Time to File .00
Inventory
10/14/09 6.5 Entry Extending Time to File Inventory 11/30/2009 5.00
12/02/09 6m Citation to File Inventory sent to fidy 5.00
12/03/09 vcos Certificate of Service for Virtual Mail .00
12/03/09 vcs Virtual Service Mail Sent 4.50
- DAWN M MC CLAIN 215144
- Inventory
12/03/09 vcs Virtual Service Mail Sent 4.50
- JAMES S BEGIN 215151
- Inventory
12/08/09 evcr e-Virtual Service Returned 215144 .00
- DAWN M MC CLAIN
- Inventory
12/05/2009
12/09/09 3.a Application to Appoint Appraiser .00
12/09/09 3.ae Entry Appointing Appraiser 46 5.00
12/16/09 evcr e-Virtual Service Returned 215151 .00
- JAMES S BEGIN
- Inventory
12/07/2009
01/08/10 6.0 Inventory 574935.69 17.00
01/08/10 6t Ohio Estate Tax Anticipated? Y .00
01/08/10 6n Appraiser's Certificate V 3.00
01/08/10 6.1 Schedule of Assets R/E: 565225.10 .00
01/08/10 6d Waiver of Notice of Hearing on Inventory .00
- Dawn M Mc Clain
01/11/10 6e Entry Setting Hearing on Inventory .00
01/22/10 25.0 Ohio Estate Tax Resident Return 9.00
01/22/10 25.8 Ohio Estate Tax Resident F-22 Part I .00
01/26/10 25.9 Certificate of Estate Tax Payment .00
Part II
02/05/10 6h Judgment Entry Approving Inventory .00
05/14/10 cc Certified Copy 6.00
05/14/10 9.7 Application to Transfer Motor Vehicle .00
05/14/10 9.8 Entry Approving Transfer of Motor 1999 Olds 5.00
Vehicle
07/07/10 25.4 Ohio Estate Tax Final Determination ET10 .00
08/05/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/23/10 13m Citation to File Account sent to fidy 5.00
08/23/10 15m Citation to File Status Letter sent to fidy 5.00
08/24/10 vcos Certificate of Service for Virtual Mail .00
08/24/10 vcs Virtual Service Mail Sent 4.50
- DAWN M MC CLAIN 272406
- Account
08/24/10 vcs Virtual Service Mail Sent 4.50
- JAMES S BEGIN 272413
- Account
08/24/10 vcos Certificate of Service for Virtual Mail .00
08/24/10 vcs Virtual Service Mail Sent 4.50
- DAWN M MC CLAIN 272734
- Status Letter
08/24/10 vcs Virtual Service Mail Sent 4.50
- JAMES S BEGIN 272741
- Status Letter
08/31/10 evcr e-Virtual Service Returned 272406 .00
- DAWN M MC CLAIN
- Account
08/27/2010
08/31/10 evcr e-Virtual Service Returned 272413 .00
- JAMES S BEGIN
- Account
08/26/2010
08/31/10 evcr e-Virtual Service Returned 272734 .00
- DAWN M MC CLAIN
- Status Letter
08/27/2010
08/31/10 evcr e-Virtual Service Returned 272741 .00
- JAMES S BEGIN
- Status Letter
08/26/2010
09/23/10 au Authenticated Copies 15.00
09/24/10 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/24/10 13a Fiduciary's Partial Account 01 22.00
09/24/10 13.1 Receipts and Disbursements .00
09/24/10 13.2 Assets Remaining in Fiduciary's Hands 690101.41 .00
09/24/10 ex Extra Pages 11.00
09/24/10 st Status Letter 5.00
09/27/10 13e Entry Setting Hearing on Account .00
10/04/10 adl Additional Letters of Authority 5.00
11/08/10 13h Judgment Entry Approving Partial Account .00
12/27/10 app Application of Executor to Advance .00
Partial Payment of Attorney Fee and
Executor Fee Prior to the Closing of the
Estate to Take Advantage of the
12/27/10 ex Applicable Federal Income Tax 1041 .00
Deduction
12/27/10 1c Consent .00
Dawn McClain, Erin Rinehart, Tacy Osler,
Vivian Zeyer,
12/27/10 fs Fee Schedule .00
12/27/10 e Entry 5.00
03/02/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/29/11 13k Notice to File Account 0000153 1.00
08/29/11 15k Notice to File Status Letter 0000153 1.00
10/26/11 13m Citation to File Account sent to fidy 5.00
10/26/11 vcos Certificate of Service for Virtual Mail .00
10/26/11 vcs Virtual Service Mail Sent 4.50
- DAWN M MC CLAIN 362961
- Account
10/26/11 vcs Virtual Service Mail Sent 4.50
- JAMES S BEGIN 362978
- Account
11/02/11 15m Citation to File Status Letter sent to fidy 5.00
11/02/11 vcos Certificate of Service for Virtual Mail .00
11/02/11 vcs Virtual Service Mail Sent 4.50
- DAWN M MC CLAIN 364279
- Status Letter
11/02/11 vcs Virtual Service Mail Sent 4.50
- JAMES S BEGIN 364286
- Status Letter
11/08/11 evcr e-Virtual Service Returned 364286 .00
- JAMES S BEGIN
- Status Letter
11/04/2011
11/25/11 vcmw Virtual Service Returned/NO SERVICE .00
Dawn M McClain Unclaimed 362961
11/25/11 vcmw Virtual Service Returned/NO SERVICE .00
Dawn M McClain Unclaimed 364279
12/02/11 st Status Letter 5.00
12/02/11 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/02/11 13a Fiduciary's Partial Account 02 38.00
12/02/11 13.1 Receipts and Disbursements .00
12/02/11 13.2 Assets Remaining in Fiduciary's Hands 361978.54 .00
12/05/11 13e Entry Setting Hearing on Account .00
01/17/12 13h Judgment Entry Approving Partial Account .00
10/31/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/07/12 13k Notice to File Account 0000153 1.00
11/07/12 15k Notice to File Status Letter 0000153 1.00
01/18/13 13m Citation to File Account sent to fidy 5.00
01/18/13 15m Citation to File Status Letter sent to fidy 5.00
01/18/13 vcos Certificate of Service for Virtual Mail .00
01/18/13 vcs Virtual Service Mail Sent 4.55
- DAWN M MC CLAIN 435023
- Account
01/18/13 vcs Virtual Service Mail Sent 4.55
- JAMES S BEGIN 435030
- Account
01/18/13 vcos Certificate of Service for Virtual Mail .00
01/18/13 vcs Virtual Service Mail Sent 4.55
- DAWN M MC CLAIN 435108
- Status Letter
01/18/13 vcs Virtual Service Mail Sent 4.55
- JAMES S BEGIN 435115
- Status Letter
01/29/13 vcr Virtual Service Returned .00
DMM 435023
01/29/13 vcr Virtual Service Returned .00
DMM 435108
01/29/13 vcr Virtual Service Returned .00
JSB 435115
01/29/13 vcr Virtual Service Returned .00
JSB 435030
03/22/13 13a Fiduciary's Partial Account 03 22.00
03/22/13 13.1 Receipts and Disbursements .00
03/22/13 13.2 Assets Remaining in Fiduciary's Hands 45363.27 .00
03/22/13 ex Extra Pages 6.00
03/22/13 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
03/22/13 st Status Letter 5.00
03/25/13 13e Entry Setting Hearing on Account .00
05/06/13 13h Judgment Entry Approving Partial Account .00
02/25/14 13k Notice to File Account 0000153 1.00
02/25/14 15k Notice to File Status Letter 0000153 1.00
03/31/14 13m Citation to File Account sent to fidy 5.00
03/31/14 vcos Certificate of Service for Virtual Mail .00
03/31/14 vcs Virtual Service Mail Sent 5.20
- DAWN M MC CLAIN 517194
- Account
03/31/14 vcs Virtual Service Mail Sent 5.20
- JAMES S BEGIN 517200
- Account
04/01/14 15m Citation to File Status Letter sent to fidy 5.00
04/01/14 vcos Certificate of Service for Virtual Mail .00
04/01/14 vcs Virtual Service Mail Sent 5.20
- DAWN M MC CLAIN 517750
- Status Letter
04/01/14 vcs Virtual Service Mail Sent 5.20
- JAMES S BEGIN 517767
- Status Letter
04/14/14 vcr Virtual Service Returned .00
JSB 517200
04/14/14 vcr Virtual Service Returned .00
JSB 517767
04/15/14 vcr Virtual Service Returned .00
DMM 517194
04/15/14 vcr Virtual Service Returned .00
DMM 517750
05/22/14 13a Fiduciary's Partial Account 04 22.00
05/22/14 13.1 Receipts and Disbursements .00
05/22/14 13.2 Assets Remaining in Fiduciary's Hands 42528.73 .00
05/22/14 ex Extra Pages 4.00
05/22/14 cpi Confidential Personal Identifiers .00
05/22/14 st Status Letter 5.00
05/22/14 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/22/14 ad Additional Deposit Rec # 435862 100.00
05/23/14 13e Entry Setting Hearing on Account .00
07/07/14 13h Judgment Entry Approving Partial Account .00
11/13/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/23/15 13k Notice to File Account 0000153 1.00
04/23/15 15k Notice to File Status Letter 0000153 1.00
05/27/15 13m Citation to File Account sent to fidy 5.00
05/27/15 15m Citation to File Status Letter sent to fidy 5.00
05/27/15 vcos Certificate of Service for Virtual Mail .00
05/27/15 vcs Virtual Service Mail Sent 5.20
Dawn M McClain 605778
05/27/15 vcs Virtual Service Mail Sent 5.20
James S Begin 605785
05/27/15 vcos Certificate of Service for Virtual Mail .00
05/27/15 vcs Virtual Service Mail Sent 5.20
Dawn M McClain 606164
05/27/15 vcs Virtual Service Mail Sent 5.20
James S Begin 606171
06/05/15 vcr Virtual Service Returned .00
JSB 605785
06/05/15 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
06/05/15 cpi Confidential Personal Identifiers .00
06/05/15 13a Fiduciary's Partial Account 05 24.00
06/05/15 13.1 Receipts and Disbursements .00
06/05/15 13.2 Assets Remaining in Fiduciary's Hands 40153.73 .00
06/05/15 st Status Letter 5.00
06/08/15 13e Entry Setting Hearing on Account .00
07/07/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
07/20/15 13h Judgment Entry Approving Partial Account .00
05/09/16 13k Notice to File Account 0000153 1.00
05/09/16 15k Notice to File Status Letter 0000153 1.00
05/20/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/14/16 13m Citation to File Account sent to fidy 5.00
06/14/16 15m Citation to File Status Letter sent to fidy 5.00
06/14/16 vcos Certificate of Service for Virtual Mail .00
06/14/16 vcs Virtual Service Mail Sent 5.35
Dawn M McClain 035100
06/14/16 vcs Virtual Service Mail Sent 5.35
James S Begin 035117
06/14/16 vcos Certificate of Service for Virtual Mail .00
06/14/16 vcs Virtual Service Mail Sent 5.35
Dawn M McClain 035209
06/14/16 vcs Virtual Service Mail Sent 5.35
James S Begin 035216
06/23/16 vcr Virtual Service Returned .00
JSB 035117
06/23/16 vcr Virtual Service Returned .00
JSB 065216
06/28/16 vcr Virtual Service Returned .00
DMM 035100
06/28/16 vcr Virtual Service Returned .00
DMM 035209
08/03/16 1ca Application for Attorney Fees 38527.17 5.00
James S. Begin, Esq 1883.87
08/03/16 1cc Consent to Attorney Fees .00
Dawn M. McClain
Tacy A. Osler
08/03/16 fs Fee Schedule 46.00
08/03/16 ad Additional Deposit Rec # 480269 100.00
08/03/16 1cc Consent to Attorney Fees .00
Dawn M. McClain
08/05/16 1cc Consent to Attorney Fees 38527.17 .00
ERin Rinehart 1883.87
08/09/16 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
08/09/16 13.0 Fiduciary's Final Account 06 22.00
08/09/16 13.1 Receipts and Disbursements .00
08/09/16 ex Extra Pages 1.00
08/09/16 Refund payment # 0000056275 18.80
08/10/16 13e Entry Setting Hearing on Account .00
09/20/16 13i Judgment Entry Approving Final Account .00
09/20/16 dp Docket Page .00
BALANCE DUE .00
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