Case Docket

Case Number: 540673  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : MONTGOMERY, ROBERT R.
AKA :

Date Code Description Reference Receipt Cost
04/08/10 01 Case Number (Daily Reporter) 10.00
04/08/10 02 Forms 10.00
04/08/10 03 Docketing & Index 15.00
04/08/10 04 Computerized Legal Research 3.00
04/08/10 05 Computer Fee 10.00
04/08/10 07 Legal Aid Trust Fund 26.00
04/08/10 08 Dispute Resolution Fund 10.00
04/08/10 1.1 Full Estate Rec # 349240 225.00
04/08/10 lw LAST WILL AND TESTAMENT OF: .00
Robert R. Montgomery 11/21/2006
04/08/10 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
04/08/10 2.0 Application to Probate Will .00
04/08/10 2.1a Waiver of Notice of Probate of Will .00
James C. Montgomery
04/08/10 2.3 Entry Admitting Will to Probate 15.00
04/08/10 4.0 Application for Authority to Administer 5.00
Estate
04/08/10 4.0a Fiduciary's Acceptance .00
04/08/10 dc Death Certificate .00
Robert Russell Montgomery
04/08/10 3.a Application to Appoint Appraiser .00
04/08/10 3.ae Entry Appointing Appraiser 79 5.00
04/08/10 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MONTGOMERY, JAMES C. (fidy)
04/08/10 igf Indigent Guardianship Fund 30.00
04/08/10 adl Additional Letters of Authority 4.00
04/09/10 19k Notice of Case Schedule 1.00
06/15/10 2.1a Waiver of Notice of Probate of Will .00
- ROBERT W MONTGOMERY
06/15/10 2.1a Waiver of Notice of Probate of Will .00
- TERRY L MONTGOMERY
06/15/10 2.1a Waiver of Notice of Probate of Will .00
- REBECCA MONTGOMERY
06/15/10 2.1a Waiver of Notice of Probate of Will .00
- JENNIFER MONTGOMERY
06/15/10 2.3a Certificate of Service of Notice of .00
Probate of Will
07/07/10 6.4 Application to Extend Time to File .00
Inventory
07/07/10 6.5 Entry Extending Time to File Inventory 08/06/2010 5.00
08/03/10 6.0 Inventory 165500.00 17.00
08/03/10 6t Ohio Estate Tax Anticipated? N .00
08/03/10 6n Appraiser's Certificate V 3.00
08/03/10 6.1 Schedule of Assets R/E: 165000.00 .00
08/04/10 6e Entry Setting Hearing on Inventory .00
08/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/20/10 cc Certified Copy 1.00
08/20/10 adl Additional Letters of Authority 1.00
08/20/10 9.7 Application to Transfer Motor Vehicle .00
08/20/10 9.8 Entry Approving Transfer of Motor 1982 GMC 5.00
Vehicle
08/20/10 10.0 Application to Distribute in Kind .00
08/20/10 10b Consent to Distribution of Property .00
James C. Montgomery
08/20/10 10e Entry Approving Distribution in Kind 5.00
08/20/10 10d Schedule of Property to be Distributed .00
in Kind
08/20/10 10b Consent to Distribution of Property .00
Robert W. Montgomery
08/20/10 10b Consent to Distribution of Property .00
Terry L. Montgomery
08/20/10 10b Consent to Distribution of Property .00
Rebecca Montgomery
08/30/10 6h Judgment Entry Approving Inventory .00
10/07/10 mfl Application to Extend Administration .00
10/07/10 13o Entry Extending Time to File Account 05/13/2011 5.00
03/03/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/13/11 mfl Application to Extend Administration .00
05/13/11 mfle Entry Extending Administration 5.00
05/13/11 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/13/11 st Status Letter 5.00
05/13/11 13a Fiduciary's Partial Account 01 22.00
05/13/11 13.1 Receipts and Disbursements .00
05/13/11 13.2 Assets Remaining in Fiduciary's Hands 165000.00 .00
05/13/11 ex Extra Pages 2.00
05/13/11 ad Additional Deposit Rec # 373152 5.00
05/16/11 13e Entry Setting Hearing on Account .00
06/20/11 adl Additional Letters of Authority 1.00
06/20/11 ad Additional Deposit Rec # 375291 100.00
06/27/11 13h Judgment Entry Approving Partial Account .00
07/27/11 cc Certified Copy 2.00
08/19/11 1cc Consent to Attorney Fees 3485.00 .00
- 68%
- Jennifer Montgomery
- Robert Montgomery
08/19/11 ex - Rebecca Montgomery .00
- James C Montgomery
08/19/11 25nr Ohio Estate Tax Form 22 Part 1 (B) 1.00
08/19/11 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
08/19/11 13.0 Fiduciary's Final Account 02 22.00
08/19/11 13.1 Receipts and Disbursements .00
08/19/11 ex Extra Pages 3.00
08/19/11 Refund payment # 0000043452 71.00
08/22/11 13e Entry Setting Hearing on Account .00
10/03/11 13i Judgment Entry Approving Final Account .00
10/04/11 dp Docket Page .00
BALANCE DUE .00
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