Case Docket

Case Number: 540076  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : LAMBERT, TARA SIZEMORE
AKA : SIZEMORE-HAZELL, TARA L.


Date Code Description Reference Receipt Cost
03/05/10 01 Case Number (Daily Reporter) 10.00
03/05/10 02 Forms 10.00
03/05/10 03 Docketing & Index 15.00
03/05/10 04 Computerized Legal Research 3.00
03/05/10 05 Computer Fee 10.00
03/05/10 07 Legal Aid Trust Fund 26.00
03/05/10 08 Dispute Resolution Fund 10.00
03/05/10 1.1 Full Estate Rec # 347206 250.00
03/05/10 lw LAST WILL AND TESTAMENT OF: .00
Tara Sizemore Lambert 02/03/2004
03/05/10 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
03/05/10 2.0 Application to Probate Will .00
03/05/10 2.3 Entry Admitting Will to Probate 15.00
03/05/10 4.0 Application for Authority to Administer 5.00
Estate
03/05/10 3.a Application to Appoint Appraiser .00
03/05/10 3.ae Entry Appointing Appraiser 107 5.00
03/05/10 4.0a Fiduciary's Acceptance .00
03/05/10 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SIZEMORE, JOHN M. (fidy)
03/05/10 igf Indigent Guardianship Fund 30.00
03/05/10 adl Additional Letters of Authority 2.00
03/08/10 19k Notice of Case Schedule 1.00
03/08/10 8.9 Summary of General Rights of Surviving .00
Spouse
03/08/10 8.0 Citation to Surviving Spouse 5.00
03/08/10 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
03/08/10 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 4.50
Mark Hazell 234787
03/09/10 8.2 Election of Surviving Spouse to Take 5.00
Against Will
Mark J. Hazell
03/09/10 2.1a Waiver of Notice of Probate of Will .00
Mark hazell
03/09/10 8.6a Surviving Spouse Waiver of Service of .00
the Citation to Elect
03/09/10 3.a Application to Appoint Appraiser .00
03/09/10 3.ae Entry Appointing Appraiser 02 .00
No Charge
03/09/10 dr Digital Record of Hearing BFS .00
03/09/2010 22-D
Time: 4:08:45 p.m.-4:22:33 p.m.
03/11/10 cc Certified Copy 1.00
03/11/10 16a Application to Deposit Assets in Lieu of .00
Bond
03/11/10 16b Entry Ordering Deposit of Assets PARK NATL 5.00
In Lieu of Bond 4547.94
03/11/10 att Attachments .00
03/15/10 evcr e-Virtual Service Returned 234787 .00
- MARK HAZELL
03/11/2010
03/15/10 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
STAT
04/14/10 cc Certified Copy 1.00
04/14/10 15a Application for Authority to Expend 10.00
Funds
04/14/10 15b Entry Authorizing Expenditure of Funds 5.00
Appraisal fee 183.00
04/14/10 att Attachments .00
04/19/10 15a Application for Authority to Expend 10.00
Funds
04/19/10 15b Entry Authorizing Expenditure of Funds 5.00
Apple Tree auction Center 100.00
04/19/10 att Attachments .00
04/26/10 16a Application to Deposit Assets in Lieu of .00
Bond
04/26/10 16b Entry Ordering Deposit of Assets PARK NATL TR 5.00
In Lieu of Bond 216.25
002
04/26/10 16b Entry Ordering Deposit of Assets PARK NATL TR .00
In Lieu of Bond 350.00
003
04/26/10 16b Entry Ordering Deposit of Assets PARK NATL TR .00
In Lieu of Bond 350.00
004
04/26/10 att Attachments .00
04/26/10 cc Certified Copy 1.00
05/03/10 16c Verification of Receipt or Deposit PARK NATL .00
4547.94
001 Y
05/05/10 2.1a Waiver of Notice of Probate of Will .00
Jordan Lambert
05/05/10 rr Return Receipt for Notice of Probate of .00
Will:
complete-Devon richard
05/05/10 2.3a Certificate of Service of Notice of .00
Probate of Will
05/05/10 cr Certified Mail Returned .00
incomplete-Ms. Meghan Lambert Potters
05/05/10 rm Regular Mail Sent .00
Meghan Lambert Potters
05/21/10 dc Death Certificate .00
- TARA LOU SIZEMORE HAZELL
05/21/10 6.0 Inventory 129902.94 17.00
05/21/10 6t Ohio Estate Tax Anticipated? N .00
05/21/10 6n Appraiser's Certificate V 3.00
05/21/10 6c Surviving Spouse Waiver of Taking N .00
Inventory
05/21/10 6.1 Schedule of Assets R/E: 122000.00 .00
05/21/10 cpi Confidential Personal Identifiers .00
05/24/10 6e Entry Setting Hearing on Inventory .00
06/14/10 cc Certified Copy 1.00
06/14/10 15a Application for Authority to Expend 10.00
Funds
06/14/10 15b Entry Authorizing Expenditure of Funds 240.82 5.00
06/15/10 16c Verification of Receipt or Deposit PARK NATL .00
350.00
004 Y
06/15/10 16c Verification of Receipt or Deposit PARK NATL .00
350.00
003 Y
06/15/10 16c Verification of Receipt or Deposit PARK NATL .00
216.25
002 Y
06/18/10 6h Judgment Entry Approving Inventory .00
07/12/10 adl Additional Letters of Authority 4.00
07/12/10 ad Additional Deposit Rec # 354982 9.00
07/12/10 app Application To Purchase Personal .00
Property From Estate of Surviving
Spouse, Mark Hazell
07/12/10 cos Certificate of Service .00
07/12/10 eb Exhibit A .00
07/12/10 1e Entry Setting Hearing 08/31/2010 5.00
2:00 pm
08/03/10 cos Certificate of Service of Entry Setting .00
Hearing on Application To Purchase
Personal Property of Surviving Spouse
08/03/10 cr Certified Mail Returned .00
complete-Brandon A. Borgmann
complete-Devon Richard
08/03/10 cr Certified Mail Returned .00
complete-Jordan Lambert
complete-Meghan Lambert Potters
08/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/25/10 ad Additional Deposit Rec # 357877 75.00
08/25/10 13.10 Notice to Extend Administration .00
08/26/10 15a Application for Authority to Expend 10.00
Funds
08/26/10 15b Entry Authorizing Expenditure of Funds 5.00
Homeowner's Insurance 273.36
08/26/10 att Attachments .00
08/26/10 cc Certified Copy 1.00
08/26/10 19k Notice of Case Schedule 1.00
08/31/10 e Entry GRANTING the purcase of Personal 5.00
property from the Estate. Mark Hazell is
ordered to pay 2855.00
08/31/10 eb Exhibit A .00
08/31/10 ad Additional Deposit Rec # 358241 5.00
08/31/10 dr Digital Record of Hearing KAG .00
08/31/2010 22-D
Time: 2:06:29 p.m.-2:12:40 p.m.
09/22/10 cc Certified Copy 1.00
09/22/10 16a Application to Deposit Assets in Lieu of .00
Bond
09/22/10 16b Entry Ordering Deposit of Assets PARK NATL 5.00
In Lieu of Bond 2855.00
005
09/22/10 att Attachments .00
09/30/10 16c Verification of Receipt or Deposit PARK NATL .00
2855.00
005 Y
10/08/10 15a Application for Authority to Expend 10.00
Funds
10/08/10 15b Entry Authorizing Expenditure of Funds 105.09 5.00
10/08/10 15a Application for Authority to Expend 10.00
Funds
10/08/10 15b Entry Authorizing Expenditure of Funds 2295.00 5.00
10/08/10 att Attachments .00
10/08/10 15a Application for Authority to Expend 10.00
Funds
10/08/10 15b Entry Authorizing Expenditure of Funds 2116.21 5.00
reimbursement to executor for
traveling expenses to administer the
estate
10/08/10 att Attachments .00
12/16/10 15a Application for Authority to Expend 10.00
Funds
12/16/10 15b Entry Authorizing Expenditure of Funds 210.18 5.00
dwelling fire insurance
12/16/10 att Attachments .00
12/16/10 cc Certified Copy 1.00
12/16/10 ad Additional Deposit Rec # 364404 100.00
01/18/11 15a Application for Authority to Expend 10.00
Funds
01/18/11 15b Entry Authorizing Expenditure of Funds 105.09 5.00
dwelling fire insurance
03/03/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/06/11 13m Citation to File Account sent to fidy 5.00
04/06/11 15m Citation to File Status Letter sent to fidy 5.00
04/06/11 vcos Certificate of Service for Virtual Mail .00
04/06/11 vcs Virtual Service Mail Sent 4.50
- JOHN M SIZEMORE 322545
- Account
04/06/11 vcs Virtual Service Mail Sent 4.50
- BRANDON BORGMANN 322552
- Account
04/06/11 vcos Certificate of Service for Virtual Mail .00
04/06/11 vcs Virtual Service Mail Sent 4.50
- JOHN M SIZEMORE 322644
- Status Letter
04/06/11 vcs Virtual Service Mail Sent 4.50
- BRANDON BORGMANN 322651
- Status Letter
04/12/11 evcr e-Virtual Service Returned 322552 .00
- BRANDON BORGMANN
- Account
04/08/2011
04/12/11 evcr e-Virtual Service Returned 322651 .00
- BRANDON BORGMANN
- Status Letter
04/08/2011
04/12/11 15a Application for Authority to Expend 10.00
Funds
04/12/11 15b Entry Authorizing Expenditure of Funds 408.37 5.00
insurance
04/12/11 att Attachments .00
04/12/11 cc Certified Copy 1.00
04/19/11 evcr e-Virtual Service Returned 322545 .00
- JOHN M SIZEMORE
- Account
04/14/2011
04/19/11 evcr e-Virtual Service Returned 322644 .00
- JOHN M SIZEMORE
- Status Letter
04/14/2011
04/19/11 evcr e-Virtual Service Returned 322545 .00
- JOHN M SIZEMORE
- Account
04/14/2011
04/19/11 evcr e-Virtual Service Returned 322644 .00
- JOHN M SIZEMORE
- Status Letter
04/14/2011
06/08/11 cpi Confidential Personal Identifiers .00
06/08/11 6a Amended Inventory 129402.94 17.00
06/08/11 6t Ohio Estate Tax Anticipated? N .00
06/08/11 6c Surviving Spouse Waiver of Taking N .00
Inventory
06/08/11 6.1 Schedule of Assets R/E: 122000.00 .00
06/08/11 13a Fiduciary's Partial Account 01 23.00
06/08/11 13.1 Receipts and Disbursements .00
06/08/11 13.2 Assets Remaining in Fiduciary's Hands 124747.67 .00
06/08/11 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
06/08/11 cpi Confidential Personal Identifiers .00
06/08/11 st Status Letter 5.00
06/08/11 ad Additional Deposit Rec # 374630 20.00
06/09/11 6e Entry Setting Hearing on Inventory .00
06/09/11 13e Entry Setting Hearing on Account .00
07/05/11 6h Judgment Entry Approving Inventory .00
07/13/11 15a Application for Authority to Expend 10.00
Funds
07/13/11 15b Entry Authorizing Expenditure of Funds 500.00 5.00
appraisal fee
07/13/11 att Attachments .00
07/13/11 cc Certified Copy 1.00
07/13/11 16a Application to Deposit Assets in Lieu of .00
Bond
07/13/11 e Entry To Amend Motion for Release Of 12 5.00
Assets To Be Deposited With A Custodian 300.00
In Lieu Of Bond 004
07/13/11 cc Certified Copy 1.00
07/13/11 ad Additional Deposit Rec # 376577 11.50
07/20/11 13h Judgment Entry Approving Partial Account .00
08/02/11 13r Custodial Year End Report 2010 PARK NATL .00
2957.52
09/19/11 15a Application for Authority to Expend 10.00
Funds
09/19/11 15b Entry Authorizing Expenditure of Funds 275.56 5.00
insurance premium
09/19/11 att Attachments .00
09/19/11 cc Certified Copy 1.00
09/19/11 ad Additional Deposit Rec # 380669 50.00
02/09/12 1.1 Full Estate Deposit Rec # 388764 200.00
to appoint successor executor
02/09/12 16a Application to Deposit Assets in Lieu of .00
Bond
02/09/12 16b Entry Ordering Deposit of Assets PARK NATL 5.00
In Lieu of Bond 7949.28
006
02/09/12 cc Certified Copy 1.00
02/09/12 11a Resignation of Fiduciary 5.00
02/09/12 e Entry Accepting upon the appointment of 5.00
a successor
02/09/12 4.0 Application for Authority to Administer 5.00
Estate
02/09/12 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
02/09/12 4.0a Fiduciary's Acceptance .00
02/09/12 4.2 Fiduciary's Bond/RLI Ins Co 40000.00 .00
COL BAR ASSN
Frank Duffy
02/09/12 bacb Bond Application for CBS Agency .00
02/09/12 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MITCHELL, LORI S. (fidy)
02/09/12 igf Indigent Guardianship Fund 30.00
02/09/12 adl Additional Letters of Authority 1.00
02/09/12 4.5 Entry Appointing Fiduciary, Letter of .00
Authority
MITCHELL, LORI S. (fidy)
STAT
02/09/12 50n Entry Terminating and Dispensing With Y .00
Final Account
SIZEMORE, JOHN M. (fidy)
STAT
02/10/12 19k Notice of Case Schedule 1.00
02/22/12 16c Verification of Receipt or Deposit PARK NATL .00
7949.28
006 Y
(fidy)
02/29/12 15a Application for Authority to Expend 10.00
Funds
02/29/12 15b Entry Authorizing Expenditure of Funds 5.00
Cbs Agency Inc. 100.00
02/29/12 cc Certified Copy 1.00
03/20/12 13r Custodial Year End Report 2011 PARK NATL .00
1564.48
05/11/12 13ek eNotice to File Account 0082143 .00
05/11/12 15ek eNotice to File Status Letter 0082143 .00
05/15/12 1ae Entry Increasing Bond 86000.00 5.00
CBS
05/15/12 4.2 Fiduciary's Bond/RLI Ins Co 126000.00 .00
CBS
Penny Oancea
05/15/12 bacb Bond Application for CBS Agency .00
05/15/12 33 Application to Terminate Custodial 10.00
Account(s)
05/15/12 33e Entry Terminating Custodial Account(s) n 5.00
and Dispensing With Accounting
SIZEMORE, JOHN M. (fidy)
06/04/12 13x Custodial Year End Report 2012 PARK NATL .00
0.00
08/07/12 19k Notice of Case Schedule 1.00
08/10/12 13n Application to Extend Time to File .00
Account
08/10/12 13o Entry Extending Time to File Account 10/09/2012 5.00
MITCHELL, LORI S. (fidy)
10/16/12 50g Representation/Report of Insolvency .00
10/16/12 7.0 Schedule of Claims 5.00
10/16/12 4.0e Entry Setting Hearing and Ordering 5.00
Notice
MITCHELL, LORI S. (fidy)
11/07/12 pos Proof of Service for Insolvency .00
11/07/12 cr Certified Mail Returned Insolvency .00
complete- Mark Hazell, OSU Physician,
Meghan Lambert Potters, Chase, Bank Of
America, At&T, Capital One,
11/07/12 ex Direct Merchants Bank, Wal-Mart, .00
Liberty Mutual Group, Devon Richard
Jordan Lambert
11/08/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/23/12 13m Citation to File Account sent to fidy 5.00
11/23/12 vcos Certificate of Service for Virtual Mail .00
11/23/12 vcs Virtual Service Mail Sent 4.55
- LORI S MITCHELL 425482
- Account
11/23/12 vcs Virtual Service Mail Sent 4.55
- BRANDON BORGMANN 425499
- Account
11/29/12 50h Entry Declaring Insolvency 5.00
11/29/12 dr Digital Record of Hearing RVM .00
11/29/2012 22-D
Time: 8:32:01 a.m.-8:35:16 a.m.
12/05/12 vcr Virtual Service Returned .00
BB 425499
12/07/12 mfl Application to Extend Administration .00
12/07/12 13o Entry Extending Time to File Account 03/01/2013 5.00
MITCHELL, LORI S. (fidy)
12/12/12 vcr Virtual Service Returned .00
LSM 425482
02/05/13 25nr Ohio Estate Tax Form 22 Part 1 (B) 1.00
02/05/13 cpi Confidential Personal Identifiers .00
02/05/13 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
02/05/13 13.0 Fiduciary's Final Account 02 22.00
MITCHELL, LORI S. (fidy)
02/05/13 13.1 Receipts and Disbursements .00
02/05/13 ex Extra Pages 2.00
02/05/13 Refund payment # 0000047301 69.90
02/06/13 13e Entry Setting Hearing on Account .00
03/19/13 13i Judgment Entry Approving Final Account .00
03/19/13 dp Docket Page .00
BALANCE DUE .00
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