Case Docket

Case Number: 541948  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SCHULZ, MERRILL F.
AKA :

Date Code Description Reference Receipt Cost
06/23/10 01 Case Number (Daily Reporter) 10.00
06/23/10 02 Forms 10.00
06/23/10 03 Docketing & Index 15.00
06/23/10 04 Computerized Legal Research 3.00
06/23/10 05 Computer Fee 10.00
06/23/10 07 Legal Aid Trust Fund 26.00
06/23/10 08 Dispute Resolution Fund 10.00
06/23/10 1.1 Full Estate Rec # 353975 175.00
06/23/10 lw LAST WILL AND TESTAMENT OF: .00
Merrill F. Schulz 06/13/2005
06/23/10 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
06/23/10 2.0 Application to Probate Will .00
06/23/10 2.3 Entry Admitting Will to Probate 15.00
06/23/10 4.0 Application for Authority to Administer 5.00
Estate
06/23/10 4.0a Fiduciary's Acceptance .00
06/23/10 dc Death Certificate .00
Merrill Schulz
06/23/10 3.a Application to Appoint Appraiser .00
06/23/10 3.ae Entry Appointing Appraiser 34 5.00
06/23/10 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
AGLER, DENNIS L. (fidy)
06/23/10 igf Indigent Guardianship Fund 30.00
06/23/10 adl Additional Letters of Authority 5.00
06/24/10 19k Notice of Case Schedule 1.00
08/09/10 rr Return Receipt for Notice of Probate of .00
Will:
complete-Ms. Debra Hennessey
08/09/10 rr Return Receipt for Notice of Probate of .00
Will:
complete-Mr. Dean M. Schulz
08/09/10 2.3a Certificate of Service of Notice of .00
Probate of Will
08/13/10 adl Additional Letters of Authority 5.00
09/08/10 adl Additional Letters of Authority 2.00
09/22/10 6.4 Application to Extend Time to File .00
Inventory
09/22/10 6.5 Entry Extending Time to File Inventory 11/30/2010 5.00
10/13/10 6.0 Inventory 3345958.74 17.00
10/13/10 6t Ohio Estate Tax Anticipated? Y .00
10/13/10 6n Appraiser's Certificate V 3.00
10/13/10 6.1 Schedule of Assets R/E: 90,000 .00
10/13/10 cpi Confidential Personal Identifiers .00
10/14/10 6e Entry Setting Hearing on Inventory .00
11/08/10 6h Judgment Entry Approving Inventory .00
11/16/10 m Motion to Fund Special Needs (medicaid .00
payback) trust with Inheritance
11/16/10 mem Memorandum in Support .00
11/16/10 e Entry 5.00
11/16/10 ad Additional Deposit Rec # 362710 17.00
12/27/10 13m Citation to File Account sent to fidy 5.00
12/27/10 vcos Certificate of Service for Virtual Mail .00
12/27/10 vcs Virtual Service Mail Sent 4.50
- DENNIS L AGLER 297416
- Account
12/27/10 vcs Virtual Service Mail Sent 4.50
- JOHN B MASHBURN 297423
- Account
01/04/11 evcr e-Virtual Service Returned 297416 .00
- DENNIS L AGLER
- Account
12/29/2010
01/04/11 evcr e-Virtual Service Returned 297423 .00
- JOHN B MASHBURN
- Account
12/29/2010
02/22/11 mfl Application to Extend Administration .00
02/22/11 13o Entry Extending Time to File Account 05/31/2011 5.00
02/22/11 ad Additional Deposit Rec # 368099 20.00
02/28/11 1ca Application for Attorney Fees 5.00
02/28/11 1cb Entry Approving Attorney Fees 5.00
Sam Peppers 5959.50
63.55
02/28/11 1cc Consent to Attorney Fees .00
Debra Hennessey
02/28/11 fs Fee Schedule .00
02/28/11 ad Additional Deposit Rec # 368481 9.00
03/03/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/14/11 6a Amended Inventory 3116726.09 17.00
03/14/11 6t Ohio Estate Tax Anticipated? Y .00
03/14/11 6.1 Schedule of Assets R/E: 90,000 .00
03/14/11 25.8 Ohio Estate Tax Resident F-22 Part I .00
03/14/11 25.0 Ohio Estate Tax Resident Return 14.00
03/15/11 25.9 Certificate of Estate Tax Payment .00
Part II
03/15/11 6e Entry Setting Hearing on Inventory .00
04/08/11 6h Judgment Entry Approving Inventory .00
04/20/11 25.8 Ohio Estate Tax Resident F-22 Part I Amended .00
04/20/11 25.2 Amended Ohio Estate Tax Return Form 2XI 4.00
04/20/11 6a Amended Inventory 3154126.09 17.00
04/20/11 6t Ohio Estate Tax Anticipated? Y .00
04/20/11 6n Appraiser's Certificate V 3.00
04/20/11 6.1 Schedule of Assets R/E: 127400.00 .00
04/20/11 ad Additional Deposit Rec # 371732 100.00
04/20/11 Void Receipt 371718 100.00
04/20/11 Void Receipt 371729 100.00
04/20/11 Void Receipt 371730 100.00
04/20/11 ad Additional Deposit Rec # 371732 5.00
04/21/11 6e Entry Setting Hearing on Inventory .00
04/22/11 25.9 Certificate of Estate Tax Payment Amended .00
Part II
05/16/11 6h Judgment Entry Approving Inventory .00
05/26/11 13n Application to Extend Time to File .00
Account
05/26/11 13o Entry Extending Time to File Account 08/31/2011 5.00
05/31/11 1cc Consent to Attorney Fees 50% 20,000 .00
- Dean M Schulz for
- John Mashburn
06/10/11 1cc Consent to Attorney Fees 50% 20,000 .00
- Debra A Hennessey for
- John Mashburn
06/10/11 10.0 Application to Distribute in Kind .00
06/10/11 10b Consent to Distribution of Property .00
Dean M Schulz By GDN
06/10/11 10e Entry Approving Distribution in Kind 5.00
06/10/11 10b Consent to Distribution of Property .00
Debra Hennessy
06/10/11 10d Schedule of Property to be Distributed .00
in Kind
07/12/11 25.4 Ohio Estate Tax Final Determination ET10 .00
08/30/11 13n Application to Extend Time to File .00
Account
08/30/11 13o Entry Extending Time to File Account 09/30/2011 5.00
09/29/11 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/29/11 13.0 Fiduciary's Final Account 01 22.00
09/29/11 13.1 Receipts and Disbursements .00
09/29/11 ex Extra Pages 4.00
09/29/11 Refund payment # 0000043743 9.00
09/30/11 13e Entry Setting Hearing on Account .00
11/10/11 13i Judgment Entry Approving Final Account .00
11/14/11 dp Docket Page .00
BALANCE DUE .00
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