Case Docket

Case Number: 552559  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SWARTZ, DOROTHY MAE
AKA :


Date Code Description Reference Receipt Cost
03/05/12 01 Case Number (Daily Reporter) 10.00
03/05/12 02 Forms 10.00
03/05/12 03 Docketing & Index 15.00
03/05/12 04 Computerized Legal Research 3.00
03/05/12 05 Computer Fee 10.00
03/05/12 07 Legal Aid Trust Fund 26.00
03/05/12 08 Dispute Resolution Fund 10.00
03/05/12 1.1 Full Estate Deposit Rec # 390213 125.00
03/05/12 lw LAST WILL AND TESTAMENT OF: .00
Dorothy M. Swartz 02/10/2009
03/05/12 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
03/05/12 2.0 Application to Probate Will .00
03/05/12 2.1a Waiver of Notice of Probate of Will .00
Joan K. Clellan
03/05/12 2.3 Entry Admitting Will to Probate 15.00
03/05/12 4.0 Application for Authority to Administer 5.00
Estate
03/05/12 4.0a Fiduciary's Acceptance .00
03/05/12 3.b Application to Dispense With Appraisal .00
03/05/12 3.be Entry Dispensing With Appraisal 5.00
03/05/12 dc Death Certificate .00
Dorothy Mae Swartz
03/05/12 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
CLELLAN, JOAN K. (fidy)
03/05/12 igf Indigent Guardianship Fund 30.00
03/05/12 adl Additional Letters of Authority 1.00
03/06/12 19k Notice of Case Schedule 1.00
03/14/12 cr Certified Mail Returned .00
complete-Joyce Eileen Wildermuth
03/26/12 l LETTER: To Joan Kathleen Clellan, Esq .00
from Benjamin Suffron
04/10/12 9.0 Application to Sell Personal Property 10.00
04/10/12 9.1 Schedule of Personal Property .00
04/10/12 1e Entry Setting Hearing 05/30/2012 5.00
8:30 am
04/10/12 ad Additional Deposit Rec # 392461 41.00
05/17/12 18m Citation to File Certificate of Service sent to fidy 5.00
of Notice of Probate of Will
05/17/12 vcos Certificate of Service for Virtual Mail .00
05/17/12 vcs Virtual Service Mail Sent 4.55
- JOAN K CLELLAN 397239
- Certificate of Service
05/30/12 ad Additional Deposit Rec # 395418 9.55
05/30/12 2.3a Certificate of Service of Notice of .00
Probate of Will
05/30/12 e Entry- the parties agree that the sale 5.00
of the Volkwagen, Ford and other items
in the application is in the best
interest of the estate
05/30/12 att Attachments 4.00
05/30/12 dr Digital Record of Hearing TAS .00
05/30/2012 22-D
Time: 8:34:25 a.m.-8:45:53 a.m.
06/05/12 ad Additional Deposit Rec # 395830 27.00
06/05/12 6.0 Inventory 7780.61 17.00
06/05/12 6t Ohio Estate Tax Anticipated? Y .00
06/05/12 6d Waiver of Notice of Hearing on Inventory .00
- Joan K Clellan
06/05/12 6.1 Schedule of Assets R/E: -0- .00
06/06/12 6e Entry Setting Hearing on Inventory .00
06/15/12 vcmw Virtual Service Returned/NO SERVICE .00
- JOAN K CLELLAN / Unclaimed 397239
- Certificate of Service
06/15/12 att Attachments .00
06/29/12 l Cover Letter from Attorney .00
- James L Thieman
06/29/12 1da Application for Continuance of Hearing .00
- Approval of the Inventory
06/29/12 6l Entry Extending Publication Hearing 07/27/2012 .00
for Inventory
06/29/12 m Motion for Continuance of Hearing on .00
the Inventory Approval
06/29/12 cos Certificate of Service regular mail and .00
e-mail to Joan Clellan June 28th, 2012
06/29/12 401 Affidavit .00
07/23/12 17oi Exceptions to Inventory 10.00
07/23/12 cos Certificate of Service .00
07/23/12 eb Exhibit A .00
07/23/12 17pi Entry Setting Exceptions to Inventory 09/05/2012 5.00
for Hearing 9:30 am
07/23/12 att Attachments .00
07/23/12 ad Additional Deposit Rec # 398567 15.00
08/03/12 m Joint Motion To Reshedule Or Delay .00
Reponse Requirement And Hearing On
Exceptions To Inventory
08/03/12 cos Certificate of Service .00
08/03/12 2y Notice of Hearing .00
08/03/12 cos Certificate of Service .00
08/03/12 att Attachments .00
08/03/12 pos Proof of Service .00
08/03/12 cos Certificate of Service .00
08/03/12 eb Exhibit A .00
08/03/12 l LETTER: Cover Letter .00
08/29/12 1da Application for Continuance of Hearing .00
08/29/12 1de Entry Continuing Hearing 10/26/2012 5.00
8:30 am
08/31/12 1e Entry Setting Hearing 10/26/2012 5.00
- Exceptions to Inventory per Motion 8:30 am
filed August 3, 2012 for continuance of
hearing scheduled for 9/5/2012 @ 2:00 pm
08/31/12 ad Additional Deposit Rec # 401099 5.00
08/31/12 l Cover Letter .00
09/05/12 13.10 Notice to Extend Administration .00
09/05/12 ad Additional Deposit Rec # 401337 25.00
09/06/12 19k Notice of Case Schedule 1.00
10/22/12 l LETTER: .00
10/22/12 m Joint Motion To Reschedule Hearing On .00
Exceptions To Inventory
10/22/12 cos Certificate of Service .00
10/22/12 att Attachments .00
10/22/12 e Entry-the hearing currently set for Oct 5.00
26, 2012 at 8:30 am is hereby continued
until further order of the court.
10/22/12 cos Certificate of Service .00
10/22/12 l LETTER: .00
10/22/12 2y Notice of Hearing .00
10/22/12 cos Certificate of Service .00
10/22/12 att Attachments .00
10/22/12 ad Additional Deposit Rec # 403822 2.00
10/22/12 l LETTER: .00
10/22/12 pos Proof of Service .00
10/22/12 cos Certificate of Service .00
10/22/12 eb Exhibit A .00
11/16/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/05/13 13n Application to Extend Time to File .00
Account
04/05/13 13o Entry Extending Time to File Account 09/30/2013 5.00
04/05/13 15n Entry Extending Time to File Status 09/30/2013 .00
Letter
09/12/13 13n Application to Extend Time to File .00
Account
09/12/13 13o Entry Extending Time to File Account 12/02/2013 5.00
09/12/13 15n Entry Extending Time to File Status 12/02/2013 5.00
Letter
10/07/13 st Status Letter 5.00
10/07/13 cos Certificate of Service .00
11/25/13 13n Application to Extend Time to File .00
Account
11/25/13 13o Entry Extending Time to File Account 01/31/2014 5.00
11/25/13 ad Additional Deposit Rec # 426188 8.00
01/10/14 dr Digital Record of Hearing BFS .00
01/10/2014 22-A
Time: 9:53:06 a.m.-9:54:08 a.m.
01/30/14 13n Application to Extend Time to File .00
Account
01/30/14 13o Entry Extending Time to File Account 06/30/2014 5.00
01/30/14 ad Additional Deposit Rec # 429462 5.00
02/06/14 1e Entry Setting Hearing 03/13/2014 5.00
2:00 pm
02/06/14 cos Certificate of Service .00
03/11/14 l LETTER: .00
03/11/14 eml e-Mail Correspondence Received from: .00
- Lindsay Morris
(NOT EVIDENCE)
03/11/14 m Motion To Vacate Conference .00
03/11/14 cos Certificate of Service .00
03/11/14 e Entry 5.00
03/31/14 st Status Letter 5.00
03/31/14 cos Certificate of Service .00
04/28/14 l LETTER: .00
Cover Letter
04/28/14 m Joint Motion .00
04/28/14 cos Certificate of Service .00
04/28/14 e Entry 5.00
04/28/14 l LETTER: to Joan Clellan from Benjamin .00
Suffron
05/09/14 ad Additional Deposit Rec # 435190 25.00
05/16/14 17ri Dismissing Exceptions to Inventory 5.00
05/16/14 cos Certificate of Service .00
05/16/14 l Cover Letter dated May 13, 2014 .00
06/13/14 13n Application to Extend Time to File .00
Account
06/13/14 13o Entry Extending Time to File Account 08/29/2014 5.00
06/13/14 ad Additional Deposit Rec # 437039 25.00
09/05/14 6p Motion to Amend Inventory .00
09/05/14 6q Entry Amending Inventory 321903.13 5.00
09/05/14 13a Fiduciary's Partial Account 01 24.00
09/05/14 13.1 Receipts and Disbursements .00
09/05/14 13.2 Assets Remaining in Fiduciary's Hands 62744.49 .00
09/05/14 ad Additional Deposit Rec # 441652 30.00
09/08/14 13e Entry Setting Hearing on Account .00
10/20/14 13h Judgment Entry Approving Partial Account .00
11/19/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/04/15 15k Notice to File Status Letter 0022126 1.00
04/02/15 st Status Letter 5.00
08/11/15 13k Notice to File Account 0022126 1.00
08/21/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/14/15 st Status Letter 5.00
09/14/15 13a Fiduciary's Partial Account 02 24.00
09/14/15 13.1 Receipts and Disbursements .00
09/14/15 13.2 Assets Remaining in Fiduciary's Hands 27682.78 .00
09/14/15 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/14/15 ad Additional Deposit Rec # 462094 15.00
09/15/15 13e Entry Setting Hearing on Account .00
10/26/15 13h Judgment Entry Approving Partial Account .00
06/28/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/16/16 13k Notice to File Account 0022126 1.00
08/16/16 15k Notice to File Status Letter 0022126 1.00
09/19/16 13a Fiduciary's Partial Account 03 22.00
09/19/16 13.1 Receipts and Disbursements .00
09/19/16 13.2 Assets Remaining in Fiduciary's Hands .00 .00
- litigation income
09/19/16 ex Extra Pages 2.00
09/19/16 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/19/16 st Status Letter 5.00
09/19/16 ad Additional Deposit Rec # 482861 31.00
09/20/16 13e Entry Setting Hearing on Account .00
10/31/16 13h Judgment Entry Approving Partial Account .00
04/21/17 cc Certified Copy 2.00
04/21/17 ad Additional Deposit Rec # 494961 2.00
04/21/17 9.7 Application to Transfer Trailer .00
04/21/17 9.8 Entry Approving Transfer of Trailer 1966 5.00
04/21/17 cc Certified Copy 1.00
04/21/17 ad Additional Deposit Rec # 494994 6.00
04/21/17 adl Additional Letters of Authority 2.00
04/21/17 ad Additional Deposit Rec # 494994 2.00
06/14/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/22/17 13k Notice to File Account 0022126 1.00
08/22/17 15k Notice to File Status Letter 0022126 1.00
09/25/17 13.4 Statement in Lieu of Partial Account 04 22.00
09/25/17 st Status Letter 5.00
09/25/17 ad Additional Deposit Rec # 503564 30.00
09/26/17 13e Entry Setting Hearing on Account .00
11/06/17 13h Judgment Entry Approving Partial Account .00
04/19/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/28/18 13k Notice to File Account 0022126 1.00
08/28/18 15k Notice to File Status Letter 0022126 1.00
09/24/18 13.4 Statement in Lieu of Partial Account 05 22.00
09/24/18 st Status Letter 5.00
09/24/18 ad Additional Deposit Rec # 523448 30.00
09/25/18 13e Entry Setting Hearing on Account .00
11/05/18 13h Judgment Entry Approving Partial Account .00
08/27/19 13k Notice to File Account 0022126 1.00
08/27/19 15k Notice to File Status Letter 0022126 1.00
08/28/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/30/19 st Status Letter 5.00
09/30/19 13.4 Statement in Lieu of Partial Account 06 22.00
09/30/19 ad Additional Deposit Rec # 543828 27.00
10/01/19 13e Entry Setting Hearing on Account .00
11/12/19 13h Judgment Entry Approving Partial Account .00
04/15/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/01/20 13k Notice to File Account 0022126 1.00
09/01/20 15k Notice to File Status Letter 0022126 1.00
10/02/20 13.4 Statement in Lieu of Partial Account 07 22.00
10/02/20 st Status Letter 5.00
10/02/20 ad Additional Deposit Rec # 561246 50.00
10/05/20 13e Entry Setting Hearing on Account .00
11/16/20 13h Judgment Entry Approving Partial Account .00
04/30/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/08/21 13k Notice to File Account 0022126 1.00
09/09/21 15k Notice to File Status Letter 0022126 1.00
10/01/21 ad Additional Deposit Rec # 578673 10.00
10/01/21 13.4 Statement in Lieu of Partial Account 08 22.00
10/01/21 st Status Letter 5.00
10/04/21 13e Entry Setting Hearing on Account .00
11/15/21 13h Judgment Entry Approving Partial Account .00
04/07/22 m Motion .00
To Withdraw As Counsel
04/07/22 mem Memorandum in Support .00
04/07/22 e Entry 5.00
Order The Withdrawal Of Counsel
04/07/22 rusm Regular U.S. Mail .58
04/07/22 ad Additional Deposit Rec # 588522 50.00
04/26/22 st Status Letter 5.00
04/26/22 13.4 Statement in Lieu of Partial Account 09 22.00
04/27/22 13e Entry Setting Hearing on Account .00
06/07/22 13h Judgment Entry Approving Partial Account .00
09/30/22 ad Additional Deposit Rec # 596734 40.00
09/30/22 st Status Letter 5.00
09/30/22 13.4 Statement in Lieu of Partial Account 10 22.00
10/03/22 13e Entry Setting Hearing on Account .00
11/14/22 13h Judgment Entry Approving Partial Account .00
11/29/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/10/23 13.4 Statement in Lieu of Partial Account 11 22.00
04/10/23 st Status Letter 5.00
04/10/23 ad Additional Deposit Rec # 606050 50.00
04/11/23 13e Entry Setting Hearing on Account .00
05/22/23 13h Judgment Entry Approving Partial Account .00
10/11/23 ad Additional Deposit Rec # 615260 20.00
10/12/23 rusm Regular U.S. Mail .66
10/12/23 13t Certificate Of Termination .00
10/12/23 13te Entry Approving Certificate of 5.00
Termination
10/12/23 Refund payment # 0000077527 69.76
11/27/23 rmr Regular Mail Returned/Not Complete .00
CLELLAN, JOAN KATHLEEN-Unclaimed.
12/12/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/12/23 99 Case Closed .00
12/20/23 op stat only .00
12/20/23 rmr Regular Mail Returned/Not Complete .00
Joan Kathleen Clellan
12/20/23 99 Case Closed .00
BALANCE DUE .00
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