Case Docket

Case Number: 572192  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : WARD, OLGA B.
AKA :


Date Code Description Reference Receipt Cost
04/27/15 01 Case Number (Daily Reporter) 10.00
04/27/15 02 Forms 10.00
04/27/15 03 Docketing & Index 15.00
04/27/15 04 Computerized Legal Research 3.00
04/27/15 05 Computer Fee 10.00
04/27/15 07 Legal Aid Trust Fund 26.00
04/27/15 08 Dispute Resolution Fund 15.00
04/27/15 16 Special Projects Fund 15.00
04/27/15 1.1 Full Estate Deposit Rec # 454231 300.00
04/27/15 lw LAST WILL AND TESTAMENT OF: .00
Olga B. Ward 04/25/2005
04/27/15 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
04/27/15 2.0 Application to Probate Will .00
04/27/15 2.3 Entry Admitting Will to Probate 15.00
04/27/15 4.0 Application for Authority to Administer 5.00
Estate
04/27/15 3.b Application to Dispense With Appraisal .00
04/27/15 3.be Entry Dispensing With Appraisal 5.00
04/27/15 sum Franklin County Auditor's .00
Real Estate Summary
04/27/15 4.0a Fiduciary's Acceptance .00
04/27/15 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
WARD, JAMES E (fidy)
04/27/15 dc Death Certificate .00
04/27/15 igf Indigent Guardianship Fund 30.00
04/27/15 adl Additional Letters of Authority 2.00
04/28/15 19k Notice of Case Schedule 1.00
05/05/15 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
05/05/15 16b Entry Ordering Deposit of Assets HEARTLAND 5.00
In Lieu of Bond 50.00
001
05/05/15 cc Certified Copy 1.00
05/06/15 16c Verification of Receipt or Deposit HEARTLAND .00
50.00
001 Y
05/26/15 cc Certified Copy 1.00
05/26/15 9.7 Application to Transfer Motor Vehicle .00
05/26/15 9.8 Entry Approving Transfer of Motor 2005 Dodge 5.00
Vehicle
06/08/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/08/15 15b Entry Authorizing Expenditure of Funds 300.00 .00
(Custodial)
06/08/15 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND 5.00
In Lieu of Bond 37.80
002
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND .00
In Lieu of Bond 15.00
003
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND .00
In Lieu of Bond 18.39
004
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND .00
In Lieu of Bond 17.00
005
06/08/15 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND 5.00
In Lieu of Bond 2961.05
006
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND .00
In Lieu of Bond 241.72
007
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND .00
In Lieu of Bond 7225.00
008
06/08/15 16b Entry Ordering Deposit of Assets HEARTLAND .00
In Lieu of Bond 1807.50
009
06/08/15 cc Certified Copy 2.00
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
37.80
002 Y
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
15.00
003 Y
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
18.39
004 Y
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
17.00
005 Y
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
2961.05
006 Y
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
241.72
007 Y
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
7225.00
008 Y
06/18/15 16c Verification of Receipt or Deposit HEARTLAND .00
1807.50
009 Y
06/22/15 6.0 Inventory 139500.00 17.00
06/22/15 6t Ohio Estate Tax Anticipated? N .00
06/22/15 6.1 Schedule of Assets R/E: 127,500 .00
06/22/15 2.1a Waiver of Notice of Probate of Will .00
- James E Ward, Philip M Ward,
Jeffrey D Ward
06/22/15 2.3a Certificate of Service of Notice of .00
Probate of Will
06/23/15 6e Entry Setting Hearing on Inventory .00
07/17/15 6h Judgment Entry Approving Inventory .00
08/06/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/06/15 15b Entry Authorizing Expenditure of Funds 987.63 .00
(Custodial)
08/19/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/19/15 15b Entry Authorizing Expenditure of Funds 213.00 .00
(Custodial)
10/05/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/28/15 13m Citation to File Account sent to fidy 5.00
10/28/15 vcos Certificate of Service for Virtual Mail .00
10/28/15 vcs Virtual Service Mail Sent 5.35
James E Ward 062441
10/28/15 vcs Virtual Service Mail Sent 5.35
Frederick L Berkemer 062458
11/03/15 vcr Virtual Service Returned .00
FLB 062458
11/05/15 mfl Application to Extend Administration .00
11/05/15 13o Entry Extending Time to File Account 01/31/2016 5.00
11/30/15 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/30/15 16b Entry Ordering Deposit of Assets HEARTLAND 5.00
In Lieu of Bond 74.75
010
11/30/15 16b Entry Ordering Deposit of Assets HEARTLAND .00
In Lieu of Bond 12562.88
011
11/30/15 cc Certified Copy 1.00
02/02/16 13m Citation to File Account sent to fidy 5.00
02/02/16 vcos Certificate of Service for Virtual Mail .00
02/02/16 vcs Virtual Service Mail Sent 5.35
James E Ward 076417
02/02/16 vcs Virtual Service Mail Sent 5.35
Frederick L Berkemer 076424
02/09/16 mfl Application to Extend Administration .00
02/09/16 13o Entry Extending Time to File Account 06/30/2016 5.00
02/09/16 ad Additional Deposit Rec # 469994 20.00
02/16/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/16/16 15b Entry Authorizing Expenditure of Funds 125.00 .00
(Custodial)
02/16/16 ad Additional Deposit Rec # 470289 10.00
03/11/16 16c Verification of Receipt or Deposit HEARTLAND .00
74.75
010 Y
03/11/16 16c Verification of Receipt or Deposit HEARTLAND .00
12562.88
011 Y
03/11/16 13r Custodial Year End Report 2015 HEARTLAND .00
23516.36
04/12/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/12/16 15b Entry Authorizing Expenditure of Funds 70360.32 .00
(Custodial)
04/12/16 1cc Consent to Attorney Fees .00
04/21/16 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/21/16 13.0 Fiduciary's Final Account 01 22.00
04/21/16 13.1 Receipts and Disbursements .00
04/21/16 ex Extra Pages 4.00
04/21/16 fc Final Costs Rec # 474315 36.40
04/22/16 13e Entry Setting Hearing on Account .00
06/02/16 13i Judgment Entry Approving Final Account .00
06/02/16 dp Docket Page .00
02/01/17 op - stat only .00
02/01/17 13x Custodial Year End Report 2016 HEARTLAND .00
0.00
02/01/17 99 Case Closed .00
02/01/17 dp Docket Page .00
BALANCE DUE .00
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