Case Docket

Case Number: 545637  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : BERG, LILLIAN
AKA :


Date Code Description Reference Receipt Cost
02/03/11 01 Case Number (Daily Reporter) 10.00
02/03/11 02 Forms 10.00
02/03/11 03 Docketing & Index 15.00
02/03/11 04 Computerized Legal Research 3.00
02/03/11 05 Computer Fee 10.00
02/03/11 07 Legal Aid Trust Fund 26.00
02/03/11 08 Dispute Resolution Fund 10.00
02/03/11 1.1 Full Estate Rec # 366941 125.00
02/03/11 app To Open Estate and appoint Michael .00
Miller Special Master Commissioner
02/03/11 e Opening Estate and appointing Michael 5.00
Miller, Special Master Commissioner
02/23/11 1.1 Full Estate Deposit Rec # 368218 225.00
to appoint Vicki Ann LaTorre as
special administrator
02/23/11 2.0 Application to Probate Will .00
(COPY)
02/23/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
02/23/11 1e Entry Setting Hearing to Probate Copy of 5.00
Will 04/11/2011
9:30 a.m.
02/23/11 plw PROPOSED LAST WILL & TESTAMENT OF: .00
Lillian A. Berg 10/30/2008
02/23/11 app Supplement to Application to Probate .00
Will and to appoint Special Ad-
ministrator
02/23/11 4.0 Application for Authority to Administer 5.00
Estate
02/23/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
02/23/11 4.0a Fiduciary's Acceptance .00
02/23/11 4.2 Fiduciary's Bond/RLI Surety 291000.00 .00
Col Bar Assn
Angela Assi
02/23/11 bacb Bond Application for CBS Agency .00
02/23/11 3.b Application to Dispense With Appraisal .00
02/23/11 3.be Entry Dispensing With Appraisal 5.00
02/23/11 dc Death Certificate .00
lillian Allen Berg
02/23/11 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
LA TORRE, VICKI ANN (fidy)
02/23/11 igf Indigent Guardianship Fund 30.00
02/23/11 adl Additional Letters of Authority 1.00
02/24/11 19k Notice of Case Schedule 1.00
03/11/11 16a Application to Deposit Assets in Lieu of .00
Bond
03/11/11 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 80000.00
001
03/11/11 cc Certified Copy 1.00
03/11/11 app Application to Employ Heirfinder .00
03/11/11 e Entry 5.00
03/24/11 1da Application for Continuance of Hearing .00
03/24/11 1de Entry Continuing Hearing 06/30/2011 5.00
10:30 am
03/29/11 16c Verification of Receipt or Deposit PNC .00
80000.00
001 Y
05/11/11 sc Substitution of Counsel 0056233 .00
05/11/11 cos Certificate of Service .00
05/11/11 6.0 Inventory 100000.00 17.00
05/11/11 6t Ohio Estate Tax Anticipated? N .00
05/11/11 6.1 Schedule of Assets R/E: No RE .00
05/11/11 cpi Confidential Personal Identifiers .00
05/11/11 mfl Application to Extend Administration .00
05/11/11 mfle Entry Extending Administration 5.00
05/12/11 19k Notice of Case Schedule 1.00
05/12/11 6e Entry Setting Hearing on Inventory .00
06/06/11 6h Judgment Entry Approving Inventory .00
06/15/11 1ca Application for Special Master 5.00
Commissioner
Michael L. Miller 2340.00
143.00
06/15/11 cos Certificate of Service .00
06/15/11 1e Entry Setting Hearing 06/30/2011 5.00
10:30 am
06/27/11 1da Application for Continuance of Hearing .00
06/27/11 1de Entry Continuing Hearing 09/20/2011 5.00
2:00 pm
07/01/11 app Application To Terminate Appointment .00
As Special Master Commissioner
07/01/11 401 Affidavit .00
07/01/11 e Entry Terminating Appointment As Special 5.00
Master Commissioner
07/01/11 cos Certificate of Service .00
07/01/11 e Entry Approving Commissioner Fees 5.00
07/01/11 1cc Consent to Commissioner Fees .00
07/08/11 cr Certified Mail Returned-Admit Copy of .00
Will -April Marie Strickler,
Ashely N Curry, John M. Curry, Omer
Edward Berg c/o Wendy Morris
07/08/11 ex Sandra Strickler .00
07/27/11 15a Application for Authority to Expend 10.00
Funds
07/27/11 15b Entry Authorizing Expenditure of Funds 5.00
Michael Miller Atty fees 2340.00
143.48
07/27/11 cc Certified Copy 1.00
09/15/11 2.1 Notice to File Heir Finder Investigator .00
Report of Findings
09/15/11 cos Certificate of Service .00
09/15/11 17.8 Investigator's Report of Findings .00
09/15/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
*** AMENDED ***
09/15/11 cr Certified Mail Returned For Continuance .00
of Hearing for Application to Admit Copy
of Will:
- Robert L Hasselberger: Complete
09/15/11 app Application For Authority To Pay .00
Heirfinder Additional Fee
09/15/11 e Entry 5.00
09/19/11 cr Certified Mail Returned .00
Jerry Berg
09/20/11 1da Application for Continuance of Hearing .00
09/20/11 1de Entry Continuing Hearing 11/01/2011 5.00
8:30 am
09/20/11 1cc Consent to Attorney Fees .00
Robert Dunn
09/20/11 dr Digital Record of Hearing BFS .00
09/20/2011 22-D
Time: 2:37:43 p.m.-2:46:13 p.m.
09/26/11 2.1 Notice to File Exhibits of Heir Finder .00
Investigator's Original Report of
Findings
09/26/11 eb Exhibit 30.00
09/29/11 ow Old Will (Not Probated) .00
Lillian A. Vance 01/12/1998
09/29/11 misc Receipt - Mary Miller delivered to the .00
Court the original Last Will and
Testament of Lillian A. Vance, signed on
01/12/1998
10/21/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee 2ND AMENDED
10/21/11 cr Certified Mail Returned .00
complete-Dalmous Otto Crumpler, Jr.
10/21/11 2.2 Waiver of Notice .00
Michelle Smiley
10/21/11 2.2 Waiver of Notice .00
Tracey Van Voorhis
10/21/11 2.2 Waiver of Notice .00
Jerry W. Berg
10/21/11 2.2 Waiver of Notice .00
Nicole King
10/31/11 2.1 Notice to File Heir Finder Investigator' .00
Amended Report of Findings
10/31/11 cos Certificate of Service .00
10/31/11 ex Extra Pages 6.00
11/01/11 401 Affidavit .00
11/01/11 eb Exhibit A .00
11/02/11 2.3 Entry Admitting LOST Will to Probate 15.00
11/02/11 lw LAST WILL AND TESTAMENT OF: .00
Lillian A Berg 09/00/2008
PROBATED
11/10/11 1.1 Full Estate Deposit Rec # 383774 200.00
to appoint executor
Vicki Ann LaTorre
11/10/11 4.0 Application for Authority to Administer 5.00
Estate
11/10/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
11/10/11 3.b Application to Dispense With Appraisal .00
11/10/11 3.be Entry Dispensing With Appraisal 5.00
11/10/11 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
LATORRE, VICKI ANN (fidy)
11/10/11 igf Indigent Guardianship Fund 30.00
11/10/11 adl Additional Letters of Authority 4.00
11/10/11 4.0a Fiduciary's Acceptance .00
11/14/11 19k Notice of Case Schedule 1.00
11/14/11 1ca Application for Attorney Fees (Interim) 5.00
Bailey Cavalieri LLc
11/14/11 fs Fee Schedule 21.00
11/14/11 1e Entry Setting Hearing 12/29/2011 5.00
8:30 am
LA TORRE, VICKI ANN (fidy)
11/28/11 rr Return Receipt for Notice of Probate of .00
Will:
Sandra Lee Strickler
11/28/11 rr Return Receipt for Notice of Probate of .00
Will:
John M Curry
11/28/11 rr Return Receipt for Notice of Probate of .00
Will:
Ashley N Curry
11/28/11 rr Return Receipt for Notice of Probate of .00
Will:
Dalmous Otto Crumpler Jr AKA Billie
11/28/11 rr Return Receipt for Notice of Probate of .00
Will:
April Marie Strickler
11/28/11 rr Return Receipt for Notice of Probate of .00
Will:
Omer Edward Berg
11/30/11 34 Application to Terminate Custodial .00
Account(s) File Accounting
11/30/11 50o Receipt and Release of All Claims .00
11/30/11 34e Entry Terminating Custodial Account(s) 01/20/2012 5.00
and Ordering Accounting
LATORRE, VICKI ANN (fidy)
11/30/11 cc Certified Copy 1.00
12/02/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee Amended
12/02/11 2.3a Certificate of Service of Notice of .00
Probate of Will
LA TORRE, VICKI ANN (fidy)
12/15/11 13x Custodial Year End Report 2011 PNC .00
0.00
12/22/11 13k Notice to File Account 0056233 1.00
12/29/11 1cc Consent to Attorney Fees (Interim) .00
Sandra Lee Strickler
Mary Anne Crumpler
Ashley N. Curry
12/29/11 cr Certified Mail Returned-Atty Fees .00
complete-John M. Curry
12/29/11 mo Magistrate's Order-Three-fourths of .00
the beneficiaries have consented to the
fees, & the timing of the payment of the
fees, it is reasonable to allow
12/29/11 ex $15,000 as payment of feeds at this time .00
subject to the Magistrate's Decision
which will be issued as a result of
today's hrg, & further subject to
12/29/11 ex review upon the closing of the estate. .00
Therefore, it is the ORDER of this
magistrate that the executor be
authorized to pay the sum of $15000 for
12/29/11 ex legal fees regarding this estate from .00
the estate assets & account for them
according to law.
12/29/11 cos Certificate of Service .00
12/29/11 dr Digital Record of Hearing BFS .00
12/29/2011 22-D
Time: 8:33:18 a.m.-9:21:32 a.m.
01/06/12 17d Magistrate's Decision Suffron .00
It is the decision that the award of
$15000.00 in the Magistrate's Order of
12/29/2011 and the balance of fees
01/06/12 ex applied for in this matter and any .00
additional fees requested be scheduled
for hearing when the estate is in a
position to make its final distribution
01/06/12 ex to the appropriate beneficiaries, pay- .00
ment of the executor's commission, and
the payment of the attys fees, at which
time the court will review the fees for
01/06/12 ex the entire estate as being reasonable, .00
necessary and beneficial pursuant to the
Code of Conduct and Law.
01/06/12 17c Findings of Fact .00
01/06/12 17b Notice To Attorneys and Parties .00
01/06/12 cos Certificate of Service .00
01/12/12 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
01/12/12 13.0 Fiduciary's Final Account 01 22.00
LATORRE, VICKI ANN (fidy)
01/12/12 13.1 Receipts and Disbursements .00
01/12/12 ex Extra Pages 3.00
01/13/12 13e Entry Setting Hearing on Account .00
01/24/12 17n Entry Approving Magistrate's Decision 5.00
01/24/12 cos Certificate of Service .00
01/25/12 au Authenticated Copies 8.25
02/27/12 13i Judgment Entry Approving Final Account .00
04/11/12 13k Notice to File Account 0056233 1.00
05/17/12 13.10 Notice to Extend Administration .00
05/18/12 19k Notice of Case Schedule 1.00
07/19/12 app Application For Transfer Of Property .00
From the Estate Of Lilian Berg To The
Estate Of Omer E Berg
07/19/12 cos Certificate of Service .00
07/19/12 e Entry 09/10/2012 5.00
Applicant is granted to leave to make 3:00pm
service by Reqular U.S Mail
09/10/12 1da Application for Continuance of Hearing .00
09/10/12 1de Entry Continuing Hearing 10/30/2012 5.00
3:00pm
09/10/12 cc Certified Copy 1.00
10/16/12 1.5 Subpoena (Sheriff to Serve) 50.00 .00
Sheriff to serve Huntington Natl Bank Rec # 403512
10/16/12 eb Exhibits .00
10/30/12 eb Exhibit 1 .00
10/31/12 17d Magistrate's Decision-That Vicki Ann Stone .00
LaTorre be ordered to pay $5706.83 to
the estate of Omer Berg or the estate of
Pauline Berg, as determined by a court
10/31/12 ex of competent jurisdiction in Florida or .00
Illinois.
10/31/12 17b Notice To Attorneys and Parties .00
10/31/12 17c Findings of Fact .00
10/31/12 cos Certificate of Service .00
11/15/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/21/12 jd Judge's Decision-Entry Adopting montgomery 5.00
Magistrate's Decision
11/21/12 cos Certificate of Service .00
12/06/12 st Status Letter 5.00
12/06/12 13a Fiduciary's Partial Account 01 22.00
12/06/12 13.1 Receipts and Disbursements .00
12/06/12 13.2 Assets Remaining in Fiduciary's Hands 146866.47 .00
12/06/12 ex Extra Pages 5.00
12/06/12 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/06/12 cpi Confidential Personal Identifiers .00
12/07/12 13e Entry Setting Hearing on Account .00
12/21/12 app Application Of Vicki ann Latorre, .00
Executor Of The Estate Of Lillian Berg
And Jerry W Berg, Personal
Represtative Of The Estate Of Omer Berg,
12/21/12 ex To Compromise, Settle And Adjustthe .00
Exceptions Involving The Inclusion Of
Property In Lillian Berg's Estate
12/21/12 e Entry 5.00
01/17/13 13h Judgment Entry Approving Partial Account .00
05/09/13 1cc Consent to Attorney Fees 49600.27 .00
- 70% 812.42
- Estate of Dalmous Otto Crumpler
- John Curry, Sandra L Strickler
05/09/13 ex - Ashley Curry .00
05/09/13 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/09/13 13.0 Fiduciary's Final Account 02 22.00
05/09/13 13.1 Receipts and Disbursements .00
05/09/13 ex Extra Pages 2.00
05/09/13 Refund payment # 0000047939 52.75
05/10/13 13e Entry Setting Hearing on Account .00
06/20/13 13i Judgment Entry Approving Final Account .00
06/21/13 dp Docket Page .00
07/05/13 Pay out made through bookkeeper # 0000048406 .00
ACCT #: 000000000202 50.00
11/30/17 50i Application to Reopen and Report Newly 15.00
Discovered Assets
11/30/17 50j Entry to Reopen and Report Newly 5.00
Discovered Assets
11/30/17 att Attachments .00
11/30/17 adl Additional Letters of Authority 1.00
11/30/17 cc Certified Copy 1.00
11/30/17 ad Additional Deposit Rec # 506982 22.00
11/30/17 99 Case Closed .00
11/30/17 dp Docket Page .00
BALANCE DUE .00
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