Case Docket

Case Number: 548587  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : PATTERSON, DORIS G.
AKA :


Date Code Description Reference Receipt Cost
07/15/11 01 Case Number (Daily Reporter) 10.00
07/15/11 02 Forms 10.00
07/15/11 03 Docketing & Index 15.00
07/15/11 04 Computerized Legal Research 3.00
07/15/11 05 Computer Fee 10.00
07/15/11 07 Legal Aid Trust Fund 26.00
07/15/11 08 Dispute Resolution Fund 10.00
07/15/11 1.1 Full Estate Deposit Rec # 376762 250.00
07/15/11 lw LAST WILL AND TESTAMENT OF: .00
Doris G. Patterson 02/12/2009
07/15/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
07/15/11 2.0 Application to Probate Will .00
07/15/11 2.3 Entry Admitting Will to Probate 15.00
07/15/11 4.0 Application for Authority to Administer 5.00
Estate
07/15/11 4.0a Fiduciary's Acceptance .00
07/15/11 3.b Application to Dispense With Appraisal .00
07/15/11 3.be Entry Dispensing With Appraisal 5.00
07/15/11 dc Death Certificate .00
Doris Louise Patterson
07/15/11 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
LAVERTY, KEVIN (fidy)
07/15/11 igf Indigent Guardianship Fund 30.00
07/15/11 adl Additional Letters of Authority 4.00
07/15/11 ch Certificate of Mailing/Charitable .00
To: Attorney General
State of Ohio
07/18/11 19k Notice of Case Schedule 1.00
09/07/11 2.1a Waiver of Notice of Probate of Will .00
Kevin Laverty, Bailey Rose Laverty,
Michelle Laverty, Avondale United
Methodist Church, Phillip Hughes, Lynn
09/07/11 ex Hughes, John Gross, Donna Gross, Roland .00
Guay, Lisa Guay, Edna Shepherd, Pamela
Pack, Barbara Robinson, James Patterson,
Jane Touvell, Christine Ross, Kathy Dee
09/07/11 ex Gay, Karen Louise Gay, William Glen .00
Beaman, Deborah Jean ALbright, David
Gregory Gross, Cheryl Diane Gill, Cynthi
Maureen Cox, Red Cross, Childrens Hosp
09/07/11 2.3a Certificate of Service of Notice of .00
Probate of Will
10/12/11 6.0 Inventory 1099072.47 17.00
10/12/11 6t Ohio Estate Tax Anticipated? Y .00
10/12/11 6.1 Schedule of Assets R/E: -0- .00
10/12/11 13.10 Notice to Extend Administration .00
10/13/11 6e Entry Setting Hearing on Inventory .00
10/13/11 19k Notice of Case Schedule 1.00
10/18/11 cpi Confidential Personal Identifiers .00
11/07/11 6h Judgment Entry Approving Inventory .00
11/10/11 6.b Report of Newly Discovered Assets 7.00
11/10/11 6.be Entry Approving Report of Newly 2009.86 5.00
Assets
11/18/11 1ca Application for Attorney Fees 5.00
Bailey Cavalieri 19438.00
326.46
11/18/11 fs Fee Schedule 7.00
11/18/11 1e Entry Setting Hearing 01/06/2012 5.00
3 PM
11/29/11 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee - AMENDED
11/29/11 2.2ar Notice of Probate of Will with Return .00
Receipt For:
- William Edward Richardson II
11/29/11 2.2ar Notice of Probate of Will with Return .00
Receipt For:
- Susan Marie Ruebeck
12/02/11 1ca Application for Attorney Fees amended 5.00
interim
12/02/11 1cb Entry Approving Attorney Fees 5.00
Bailey Cavalieri 19438.00
326.46
12/02/11 1cc Consent to Attorney Fees .00
Deborah Jean ALbright, Cheryl Gill,
Susan Roebeck, William Robinson II, Jane
Touvell, Kathy Dee Gay, William Glen
12/02/11 ex Beaman, David Gregory Gross, Cynthia .00
Maureen Cox, Barbara Robinson, James
Patterson, Christine Ross, Karen Louise
Gay
12/02/11 2.3a Certificate of Service of Notice of .00
Probate of Will
12/20/11 ad Additional Deposit Rec # 385905 75.00
12/20/11 6.b Report of Newly Discovered Assets 7.00
12/20/11 6.be Entry Approving Report of Newly 2098.31 5.00
Assets
12/20/11 25.8 Ohio Estate Tax Resident F-22 Part I .00
12/20/11 25.0 Ohio Estate Tax Resident Return 13.00
12/22/11 25.9 Certificate of Estate Tax Payment .00
Part II
03/15/12 25.4 Ohio Estate Tax Final Determination ET10 .00
08/14/12 st Status Letter 5.00
08/14/12 13n Application to Extend Time to File .00
Account
08/14/12 13o Entry Extending Time to File Account 10/15/2012 5.00
08/24/12 50a Motion for Instructions .00
08/24/12 cos Certificate of Service .00
08/24/12 misc copy of last will & testament of .00
Doris G. Patterson
08/24/12 1e Entry Setting Hearing 10/05/2012 5.00
9:00 am
09/10/12 cr Certified Mail Returned .00
Jane Touvell, Karen Louise Gay,
Cynthia Maureen Cox, Christine Ross,
Kathy Dee Gay, James Patterson,
09/10/12 cr Certified Mail Returned .00
William Glen Beaman, Barbara Robinson,
David Gregory Gross, Cheryl Diane Gill,
Deborah Jean Albright
09/28/12 1da Application for Continuance of Hearing .00
09/28/12 1de Entry Continuing Hearing 10/31/2012 5.00
9:30am
10/22/12 cr Certified Mail Returned request for .00
instructions complete- Christine Powers,
Cynthia Maureen Cox, Kathy Dee Gay,
Karen Louise Gay, Jane Touvell,
10/22/12 ex William Glen Beaman, Cheryl Diane Gill, .00
James Patterson, David Gregory Gross,
Barbara Robinson, Deborah Jean Albright
10/31/12 1da Application for Continuance of Hearing .00
10/31/12 1de Entry Continuing Hearing 11/20/2012 5.00
11/02/12 6.b Report of Newly Discovered Assets 7.00
11/02/12 6.be Entry Approving Report of Newly 2534.28 5.00
Assets
11/02/12 1ca Application for Attorney Fees 5.00
Bailey Cavalieri LLC 29263.50
664.23
11/02/12 fs Fee Schedule 10.00
11/02/12 1e Entry Setting Hearing 11/20/2012 5.00
9:30 am
11/15/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/16/12 cr Certified Mail Returned Request For .00
Instructions: Christine Ross, William E
Robinson II, Susan Marie Ruebeck, Karen
Louise Gay, Jane Touvell,
11/16/12 ex William Glen Beaman, Cynthia Maureen Cox .00
Cheryl Diane Gill, David Gregory Gross,
Deborah Jean Albright, James Patterson,
Barbara Robinson
11/20/12 m Unopposed Motion For Continuance Of The .00
Hearing Set For November 20, 2012 Of
Susan M. Rubeck & William E. Robinson,II
11/20/12 mem Memorandum in Support .00
11/20/12 1da Application for Continuance of Hearing .00
11/20/12 1de Entry Continuing Hearing 12/12/2012 5.00
9:30 am
11/20/12 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Michael D. Bonasera & Jeffrey A. Willis
on behalf of Susan M. Rubeck
11/21/12 cr Certified Mail Returned .00
Kathy Dee Gay
11/29/12 13m Citation to File Account sent to fidy 5.00
11/30/12 vcos Certificate of Service for Virtual Mail .00
11/30/12 vcs Virtual Service Mail Sent 4.55
- KEVIN LAVERTY 426939
- Account
11/30/12 vcs Virtual Service Mail Sent 4.55
- ROBERT R DUNN 426946
- Account
12/03/12 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
W Scott Hayes
12/03/12 cos Certificate of Service .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 110757.05 .00
12/06/12 ex Extra Pages 10.00
12/06/12 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/06/12 cpi Confidential Personal Identifiers .00
12/06/12 ad Additional Deposit Rec # 406358 20.00
12/06/12 2.1 Notice Of Voluntary Dismissal Of .00
Application For Additonal Fees
12/06/12 cos Certificate of Service .00
12/06/12 1cc Consent to Attorney Fees 20562.00 .00
- 9 of 12
- Cynthia M Cox, James Patterson
- David G Gross, Deborah J Albright
12/06/12 ex - Kathy D Gay, Barbara Robinson .00
- Christine Powers fka Christine Ross
- William G Beaman, Cheryl D Gill
12/06/12 cr Certified Mail Returned for Request for .00
Instructions and Hearing to Consider
Final Attorney Fees & Expenses
Third Continuance
12/06/12 ex - David G Gross: Complete .00
- Barbara Robinson: Complete
- Jane Touvell: Complete
- Deborah J Albright: Complete
12/06/12 ex - Karen L Gay: Complete .00
- William G Beaman: Complete
- Christine Ross: Complete
- Cynthia M Cox: Complete
12/06/12 ex - James Patterson: Complete .00
12/07/12 13e Entry Setting Hearing on Account .00
12/10/12 cr Certified Mail Returned .00
Jane Touvell
12/10/12 att Attachments .00
12/10/12 cr Certified Mail Returned .00
Karen Louise Gay
12/10/12 att Attachments .00
12/10/12 rb Reply Brief .00
Filed august 24, 2012
12/10/12 cos Certificate of Service .00
12/11/12 cr Certified Mail Returned .00
Cheryl Diane Gill
12/11/12 att Attachments .00
12/12/12 rep Reply Brief Of Karen Gay .00
12/12/12 cos Certificate of Service .00
12/12/12 dr Digital Record of Hearing WAR .00
12/12/2012 22-A
Time: 9:36:09 a.m.-10:02:41 a.m.
12/20/12 1ca Application for Attorney Fees 5.00
12/20/12 1cb Entry Approving Attorney Fees 30431.77 5.00
Robert R Dunn 21112.00
12/20/12 1cd Application for Fiduciary Fees 5.00
12/20/12 1ce Entry Approving Fiduciary Fees 5.00
12/20/12 cc Certified Copy 1.00
12/20/12 ad Additional Deposit Rec # 407178 20.10
01/17/13 13h Judgment Entry Approving Partial Account .00
07/16/13 15k Notice to File Status Letter 0056233 1.00
07/25/13 ad Additional Deposit Rec # 419350 20.00
07/25/13 st Status Letter 5.00
11/07/13 13k Notice to File Account 0056233 1.00
12/10/13 13a Fiduciary's Partial Account 02 22.00
12/10/13 13.1 Receipts and Disbursements .00
12/10/13 13.2 Assets Remaining in Fiduciary's Hands 57899.28 .00
12/10/13 ex Extra Pages 1.00
12/10/13 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/10/13 ad Additional Deposit Rec # 426937 10.00
12/11/13 13e Entry Setting Hearing on Account .00
01/21/14 13h Judgment Entry Approving Partial Account .00
06/27/14 15k Notice to File Status Letter 0056233 1.00
07/10/14 st Status Letter 5.00
10/01/14 rc Resignation of Counsel .00
10/01/14 cos Certificate of Service .00
10/01/14 l LETTER: .00
10/01/14 rce Entry Approving Resignation of Counsel 5.00
W. Scott Hayes
11/12/14 13k Notice to File Account 0056233 1.00
11/18/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/11/14 13.4 Statement in Lieu of Partial Account 03 22.00
12/12/14 13e Entry Setting Hearing on Account .00
01/22/15 13h Judgment Entry Approving Partial Account .00
01/28/15 l LETTER: To Robert R Dunn, Esq from .00
Benjamin F Suffron, III re: Costs
03/04/15 ad Additional Deposit Rec # 451068 34.00
06/15/15 15k Notice to File Status Letter 0056233 1.00
07/02/15 st Status Letter 5.00
07/02/15 ad Additional Deposit Rec # 458038 6.00
07/22/15 17d Magistrate's Decision Reddington .00
see decision
07/22/15 17b Notice To Attorneys and Parties .00
07/22/15 17c Findings of Fact .00
07/22/15 cos Certificate of Service .00
07/31/15 cr Certified Mail Returned-Magistrates Dec .00
complete-Karen Gay
complete-Robert R., Dunn, Esq
complete-Michael D. Bonasera, Esq
08/18/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/14/15 ad Additional Deposit Rec # 462085 10.00
10/28/15 jd Judge's Decision Montgomery 5.00
Entry Adopting Magistrate's Decision
10/28/15 cos Certificate of Service .00
11/13/15 13k Notice to File Account 0056233 1.00
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Kevin Laverty
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Cynthia Maureen Cox
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Christine Powers
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Christine Powers
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
William Glen Beaman
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
David Gregory Gross
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Jane Touvell
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Barbara Robinson
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Cheryl Diane Gill
12/03/15 1cc Consent to Attorney Fees 3180.00 .00
Deborah Jean Albright
12/03/15 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/03/15 13.0 Fiduciary's Final Account 04 22.00
12/03/15 13.1 Receipts and Disbursements .00
12/03/15 ex Extra Pages 1.00
12/03/15 fc Final Costs Rec # 466440 19.00
12/04/15 13e Entry Setting Hearing on Account .00
01/14/16 13i Judgment Entry Approving Final Account .00
01/14/16 dp Docket Page .00
BALANCE DUE .00
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