Case Docket

Case Number: 553817  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SMITH, BURKE
AKA :

Date Code Description Reference Receipt Cost
05/09/12 01 Case Number (Daily Reporter) 10.00
05/09/12 02 Forms 10.00
05/09/12 03 Docketing & Index 15.00
05/09/12 04 Computerized Legal Research 3.00
05/09/12 05 Computer Fee 10.00
05/09/12 07 Legal Aid Trust Fund 26.00
05/09/12 08 Dispute Resolution Fund 10.00
05/09/12 1.1 Full Estate Deposit Rec # 394319 250.00
05/09/12 lw LAST WILL AND TESTAMENT OF: .00
Burke Smith 07/21/2009
05/09/12 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
05/09/12 2.0 Application to Probate Will .00
05/09/12 2.1a Waiver of Notice of Probate of Will .00
David O. Frantz
05/09/12 2.3 Entry Admitting Will to Probate 15.00
05/09/12 4.0 Application for Authority to Administer 5.00
Estate
05/09/12 4.a Waiver of Right to Administer .00
Betsy H. Watkins
05/09/12 3.b Application to Dispense With Appraisal .00
05/09/12 3.be Entry Dispensing With Appraisal 5.00
05/09/12 4.0a Fiduciary's Acceptance .00
05/09/12 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
FRANTZ, DAVID O. (fidy)
05/09/12 13.10 Notice to Extend Administration .00
05/09/12 dc Death Certificate .00
05/09/12 igf Indigent Guardianship Fund 30.00
05/09/12 adl Additional Letters of Authority 3.00
05/10/12 19k Notice of Case Schedule 1.00
05/14/12 ch Certificate of Mailing/Charitable .00
To: Attorney General
State of Ohio
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Phillips Academy
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Rectory School
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Joanne B Kelly
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Alter Guild St Marks Church
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: St Lawrence University
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: H Dickson McKenna
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Mary Bispham
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Betsy H Watkins
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: T David Smith
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Carey Conley
06/26/12 rr Return Receipt for Notice of Probate of .00
Will: Curtis Institute of Music -
no green card or USPS Confirmation
06/26/12 l LETTER: from the Institute confirming .00
receipt of notice and appreciation for
the Gift.
06/26/12 2.3a Certificate of Service of Notice of .00
Probate of Will
08/03/12 6.0 Inventory 410442.56 17.00
08/03/12 6t Ohio Estate Tax Anticipated? Y .00
08/03/12 6.1 Schedule of Assets R/E: -0- .00
08/03/12 cpi Confidential Personal Identifiers .00
08/06/12 6e Entry Setting Hearing on Inventory .00
08/30/12 6h Judgment Entry Approving Inventory .00
11/19/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/21/12 25.8 Ohio Estate Tax Resident F-22 Part I .00
12/21/12 25.0 Ohio Estate Tax Resident Return 9.00
12/28/12 25.9 Certificate of Estate Tax Payment .00
Part II
05/09/13 25.4 Ohio Estate Tax Final Determination ET10 .00
06/05/13 13.0 Fiduciary's Final Account 01 22.00
06/05/13 13.1 Receipts and Disbursements .00
06/05/13 ex Extra Pages 20.00
06/05/13 Refund payment # 0000048193 29.00
06/05/13 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
06/05/13 1cc Consent to Attorney Fees 8991.00 .00
06/05/13 6.b Report of Newly Discovered Assets .00
06/05/13 6.be Entry Approving Report of Newly 4539.74 .00
Assets
06/06/13 13e Entry Setting Hearing on Account .00
07/17/13 13i Judgment Entry Approving Final Account .00
07/17/13 dp Docket Page .00
BALANCE DUE .00
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