Case Docket

Case Number: 585751  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : TODD, WILLIAM M.
AKA :


Date Code Description Reference Receipt Cost
06/23/17 01 Case Number (Daily Reporter) 10.00
06/23/17 02 Forms 10.00
06/23/17 03 Docketing & Index 15.00
06/23/17 04 Computerized Legal Research 3.00
06/23/17 05 Computer Fee 10.00
06/23/17 07 Legal Aid Trust Fund 26.00
06/23/17 08 Dispute Resolution Fund 15.00
06/23/17 16 Special Projects Fund 15.00
06/23/17 1.1 Full Estate Deposit Rec # 498514 250.00
06/23/17 lw LAST WILL AND TESTAMENT OF: .00
William M. Todd 04/18/2017
06/23/17 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
06/23/17 2.0 Application to Probate Will .00
06/23/17 2.3 Entry Admitting Will to Probate 15.00
06/23/17 2.1a Waiver of Notice of Probate of Will .00
William A. Todd
Eric M. Todd
06/23/17 4.0 Application for Authority to Administer 5.00
Estate
06/23/17 4.0a Fiduciary's Acceptance .00
06/23/17 dc Death Certificate .00
William M. Todd
06/23/17 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
NATIONAL BANK, HUNTINGTON (fidy)
06/23/17 igf Indigent Guardianship Fund 30.00
06/23/17 adl Additional Letters of Authority 4.00
06/23/17 misc Separation Agreement .00
06/23/17 01 Case Number (Daily Reporter) 10.00
06/23/17 adl Additional Letters of Authority 2.00
06/26/17 19k Notice of Case Schedule 1.00
06/26/17 8.9 Summary of General Rights of Surviving .00
Spouse
06/26/17 8.0 Citation to Surviving Spouse 5.00
06/26/17 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
06/26/17 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 5.35
Kathryn A Todd 143324
08/01/17 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
KAT 143324
08/11/17 3.a Application to Appoint Appraiser .00
08/11/17 3.ae Entry Appointing Appraiser 112 5.00
08/11/17 rr Return Receipt for Notice of Probate of .00
Will: Kathryn A. Todd
08/18/17 2.1a Waiver of Notice of Probate of Will .00
Huntington National Bank Trustee
08/18/17 2.3a Certificate of Service of Notice of .00
Probate of Will
09/21/17 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
AMENDED
09/21/17 50b Application to Allow Fiduciary's Claim .00
09/21/17 rc Resignation of Counsel .00
Jacintha Kraft Balch
09/21/17 rce Entry Approving Resignation of Counsel 5.00
09/21/17 1ca Application for Attorney Fees 11431.25 10.00
Jacintha Balch 257.22
09/21/17 fs Fee Schedule .00
09/21/17 11a Resignation of Fiduciary 5.00
Huntington Natl Bank
09/21/17 11b Entry Accepting Resignation and Ordering 01/02/2018 5.00
Final Account
09/21/17 6.4 Application to Extend Time to File .00
Inventory
09/21/17 6.5 Entry Extending Time to File Inventory 10/25/2017 5.00
09/22/17 1e Entry Setting Hearing 10/06/2017 5.00
8:30 am
09/22/17 app Application To Set Executor's Claim for AMENDED .00
Hearing Suffron
09/25/17 ad Additional Deposit Rec # 503542 100.00
10/02/17 c Copy .40
10/06/17 6.0 Inventory 70246.41 17.00
10/06/17 6t Ohio Estate Tax Anticipated? N .00
10/06/17 6n Appraiser's Certificate V 3.00
10/06/17 6c Surviving Spouse Waiver of Taking N .00
Inventory
10/06/17 6.1 Schedule of Assets R/E: -0- .00
10/06/17 cpi Confidential Personal Identifiers .00
10/06/17 13a Fiduciary's Partial Account 01 22.00
10/06/17 13.1 Receipts and Disbursements .00
10/06/17 13.2 Assets Remaining in Fiduciary's Hands 50828.32 .00
10/06/17 ex Extra Pages 5.00
10/06/17 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
10/06/17 6l stat 11/07/2017 .00
10/06/17 1da Application for Continuance of Hearing Suffron .00
10/06/17 1de Entry Continuing Hearing 11/06/2017 5.00
8:30 am
10/06/17 1e Entry Setting Hearing 11/06/2017 5.00
Executor's Application for fees and 8:30am
Balch Law Application for fees
10/06/17 1e Entry Setting Hearing 11/06/2017 5.00
Executor's First Partial Account 8:30am
10/06/17 1da Application for Continuance of Hearing .00
10/06/17 1de Entry Continuing Hearing 11/06/2017 5.00
To Extend time Con't Hearing on 8:30am
Inventory for actual notice
10/10/17 6e Entry Setting Hearing on Inventory .00
10/10/17 13e Entry Setting Hearing on Account .00
10/16/17 1.1 Full Estate Deposit Rec # 504705 175.00
to appointe successor executor
10/16/17 4.0 Application for Authority to Administer 5.00
Estate
10/16/17 1e Entry Setting Hearing and ordering 5.00
notice 11/06/2017
8:30 a.m.
11/06/17 4.2 Fiduciary's Bond/RLI Ins Co 102000.00 .00
COL-BAR
Frank Duffy
11/06/17 bacb Bond Application for CBS Agency .00
11/06/17 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
EPLING, AARON B. (fidy)
11/06/17 2.2 Waiver of Notice For November 6, 2017 .00
Hearing
Eric M. Todd
11/06/17 cr Certified Mail Returned-Hearing .00
complete-Kathryn A. Todd
complete-Mr. William A. Todd
complete-Mr William M. Todd
11/06/17 fs Fee Schedule 13.00
11/06/17 1ce Entry Approving Fiduciary Fees 4500.00 .00
11/06/17 1cb Entry Approving Attorney Fees 14381.25 .00
Jacintha Balch 257.22
11/06/17 11b Entry Accepting Resignation and Ordering 01/31/2018 5.00
Final Account
date set by Benjamin Suffron
HUNTINGTON NATIONAL BANK, (fidy)
11/06/17 50c Entry Allowing Fiduciary's Claim 5.00
11/06/17 cr Certified Mail Returned -appt. of Fid. .00
Complete Kathryn A Todd
Eric M Todd
11/07/17 dr Digital Record of Hearing BFS .00
11/06/2017 / hearing room 22A
Time: 8:25:58-8:45:44
11/07/17 19k Notice of Case Schedule 1.00
11/07/17 1cc Consent to Attorney Fees 100% 14381.25 .00
257.22
11/17/17 8.2 Election of Surviving Spouse to Take 5.00
Against Will
11/17/17 dr Digital Record of Hearing TAS .00
11/17/17 / 22B
Time: 10:33:33-10:37:06
11/20/17 13h Judgment Entry Approving Partial Account .00
11/20/17 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/20/17 13.0 Fiduciary's Final Account 02 22.00
HUNTINGTON NATIONAL BANK, (fidy)
11/20/17 13.1 Receipts and Disbursements .00
11/20/17 l LETTER: To Lindsay From Kathryn A. Todd .00
11/20/17 att Attachments .00
11/21/17 13e Entry Setting Hearing on Account .00
01/02/18 13i Judgment Entry Approving Final Account .00
01/22/18 nc Notice of Change of Address of: .00
Fiduciary, Aaron B Epling
04/06/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/06/18 9.7 Application to Transfer Motor Vehicle .00
04/06/18 9.8 Entry Approving Transfer of Motor 2006 Subaru 5.00
Vehicle
04/09/18 cc Certified Copy 1.00
04/20/18 1e Entry Setting Hearing 06/13/2018 5.00
case status 9:00 am
EPLING, AARON B. (fidy)
04/20/18 cos Certificate of Service .00
05/08/18 13m Citation to File Account sent to fidy 5.00
05/08/18 vcos Certificate of Service for Virtual Mail .00
05/08/18 vcs Virtual Service Mail Sent 5.45
Aaron B Epling 200089
05/10/18 mfl Application to Extend Administration .00
05/10/18 mfle Entry Extending Administration 5.00
EPLING, AARON B. (fidy)
05/11/18 19k Notice of Case Schedule 1.00
05/15/18 vcr Virtual Service Returned .00
ABE 200089
10/24/18 mfl Application to Extend Administration .00
10/24/18 13o Entry Extending Time to File Account 12/19/2019 5.00
EPLING, AARON B. (fidy)
10/24/18 3.b Application to Dispense With Appraisal .00
10/24/18 3.be Entry Dispensing With Appraisal 5.00
10/24/18 sum Franklin County Auditor's .00
Real Estate Summary
10/24/18 1ca Application for Attorney Fees 10496.02 10.00
Aaron B Epling
10/24/18 1e Entry Setting Hearing 12/11/2018 5.00
3pm
EPLING, AARON B. (fidy)
10/24/18 eb Exhibit 2.00
12/07/18 15m Citation to File Status Letter 0091942 fidy 5.00
12/11/18 cr Certified Mail Returned .00
Resurrection Cemetary
12/11/18 cr Certified Mail Returned .00
WM A. Todd
12/11/18 cr Certified Mail Returned .00
Todd, Kathryn A.
DCM Services, LLC
Estate Information Services, LLC
12/11/18 ex cont. City of Columbus, Income Tax Dev. .00
Deeds, Dianna
Ascension Point Recovery Services, LLC
AIS Recovery Solutions
12/11/18 ex cont.. Dept. of the Treasury, Int. Rev. .00
OH Dept. of Taxation, Estate Tax Unit
12/11/18 dr Digital Record of Hearing MCD .00
12/11/2018 / hearing room 22D
Time: 3:08:28 pm - 3:23:51 pm
12/12/18 dr Digital Record of Hearing BFS .00
12/11/2018 / hearing room 22D
Time: 2:08:28 pm - 3:23:51 pm
01/03/19 mo Magistrate's Order Approving 10496.02 5.00
Application For Attorney Fees
01/03/19 cos Certificate of Service .00
01/15/19 md MOTION DOCKET: .00
01/15/19 m Motion to Dismiss Spousal Election .00
01/15/19 mem Memorandum in Support .00
01/15/19 cos Certificate of Service .00
01/15/19 eb Exhibit A 11.00
02/07/19 rep Reply To Surviving Spouse's Motion In .00
Opposition To Defendant's Motion To
Dismiss Spousal Election
02/07/19 cos Certificate of Service .00
02/07/19 cr Certified Mail Returned-Motion To .00
Dismiss Spousal Election
complete-Kathryn Todd
02/07/19 rep William A. Todd as Trustee's Response .00
Regarding Motion in Opposition
Incorrectly Filed in Case No 585751 A On
01/31/19 by Plaintiff Kathryn A. Todd
02/07/19 cos Certificate of Service .00
02/11/19 md MOTION DOCKET: .00
02/11/19 rep Response to Administrator's Reply to .00
Respondent's Motion in Opposition to
Administrator's Motion to Dismiss
Spousal Election
02/11/19 cos Certificate of Service .00
02/11/19 md MOTION DOCKET: .00
02/11/19 m Motion of Respondent for Leave to File .00
Instanter a Memorandum in Opposition to
Administrator's Motion to Dismiss
Spousal Election
02/11/19 cos Certificate of Service .00
02/11/19 mem Memorandum in Support .00
02/11/19 eb Exhibits A - F 25.00
02/11/19 ad Additional Deposit Rec # 530558 25.00
08/15/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/05/19 13n Application to Extend Time to File .00
Account
12/05/19 13o Entry Extending Time to File Account 05/06/2020 5.00
EPLING, AARON B. (fidy)
12/06/19 dr Digital Record of Hearing KAG .00
12/5/2019 / Room 22 D
Time:2:04:46-2:32:11
12/23/19 dr Digital Record of Hearing KAG .00
12/19/2019 / Room 22 A
Time:9:02:25-11:11:46, contd 12:46:41-
4:40:54
12/24/19 dr Digital Record of Hearing KAG .00
12/20/2019 / Room 22 A
Time:8:35:15-11:21:15
03/16/20 1ca Application for Attorney Fees 10.00
AAron B Epling
03/16/20 fs Fee Schedule 3.00
03/16/20 1e Entry Setting Hearing 06/05/2020 5.00
application for feesw 2:00 pm
EPLING, AARON B. (fidy)
05/29/20 mo Magistrate's Order Continuing Hearing Green 5.00
-Hearing scheduled for 06/05/2020 is
continued indefinitely.
05/29/20 cos Certificate of Service .00
06/04/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/25/20 13n Application to Extend Time to File .00
Account
09/25/20 13o Entry Extending Time to File Account 12/30/2020 5.00
EPLING, AARON B. (fidy)
12/28/20 st Status Letter 5.00
EPLING, AARON B. (fidy)
12/28/20 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/28/20 13a Fiduciary's Partial Account 001 24.00
EPLING, AARON B. (fidy)
12/28/20 13.1 Receipts and Disbursements .00
12/28/20 13.2 Assets Remaining in Fiduciary's Hands 28876.61 .00
12/29/20 13e Entry Setting Hearing on Account .00
02/09/21 13h Judgment Entry Approving Partial Account .00
05/19/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/09/21 mo Magistrate's Order Setting Hearing 08/13/2021 5.00
9:00 AM
06/09/21 eb Exhibit A .00
06/09/21 cos Certificate of Service .00
07/20/21 mo Magistrate's Order Continuing Hearing 10/19/2021 5.00
-The joint & agreed motion is well-taken 9:00 AM
& GRANTED.
07/20/21 eb Exhibit A .00
07/20/21 cos Certificate of Service .00
10/26/21 mo Magistrate's Order Continuing Hearing 10/19/2022 5.00
-Joint & agreed motion is GRANTED. Orig 9:00 AM
Hearing, is rescheduled for 01/20/2022
10/26/21 eb Exhibit A .00
10/26/21 cos Certificate of Service .00
12/01/21 13k Notice to File Account 0091942 1.00
12/01/21 15k Notice to File Status Letter 0091942 1.00
01/03/22 st Status Letter 5.00
EPLING, AARON B. (fidy)
01/03/22 13a Fiduciary's Partial Account 02 24.00
EPLING, AARON B. (fidy)
01/03/22 13.1 Receipts and Disbursements .00
01/03/22 13.2 Assets Remaining in Fiduciary's Hands 29624.61 .00
01/04/22 13e Entry Setting Hearing on Account .00
02/14/22 13h Judgment Entry Approving Partial Account .00
02/18/22 mo Magistrate's Order Continuing Hearing 03/11/2022 5.00
9:00 AM
02/18/22 eb Exhibit A .00
02/18/22 cos Certificate of Service .00
03/14/22 dr Digital Record of Hearing KAG .00
3/11/22 ZOOM Pt 1 & 2
03/14/22 mo Magistrate's Order Con't Hearing 03/17/2022 5.00
9:00am
03/14/22 eb Exhibit .00
Zoom Hearing
03/14/22 cos Certificate of Service .00
03/18/22 dr Digital Record of Hearing KAG .00
3/17/22 ZOOM Pts. 3 & 4
03/18/22 mo Magistrate's Order Continuing Hearing 04/05/2022 5.00
3:00 PM
03/18/22 eb Exhibit A .00
03/18/22 cos Certificate of Service .00
04/06/22 dr Digital Record of Hearing KAG .00
4/5/22 ZOOM
07/19/22 m Request for ruling on motion to dismiss .00
spousal election
07/19/22 cos Certificate of Service .00
10/05/22 l LETTER: to Jacintha M Balch .00
from Magistrate Robert V. Morris
10/14/22 ad Additional Deposit Rec # 597474 44.20
12/06/22 13k Notice to File Account 0091942 1.00
12/06/22 15k Notice to File Status Letter 0091942 1.00
12/19/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/12/23 nc Notice of Change of Address of: .00
Attorney and Fiduciary's
02/08/23 st Status Letter 5.00
EPLING, AARON B. (fidy)
02/08/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
02/08/23 13a Fiduciary's Partial Account 03 22.00
EPLING, AARON B. (fidy)
02/08/23 13.1 Receipts and Disbursements .00
02/08/23 13.2 Assets Remaining in Fiduciary's Hands 30296.41 .00
02/08/23 ex Extra Pages 3.00
02/08/23 ad Additional Deposit Rec # 603016 20.00
02/09/23 13e Entry Setting Hearing on Account .00
02/21/23 17d Magistrate's Decision with Notice .00
-Motion to dismiss the spousal election
is granted.
02/21/23 17b Notice To Attorneys and Parties .00
02/21/23 17c Findings of Fact .00
02/21/23 cos Certificate of Service .00
03/10/23 dhr Digital Hearing Request .00
03/13/23 rmr Regular Mail Returned/Not Complete .00
Aaron Epling
03/13/23 cos Certificate of Service .00
03/22/23 13h Judgment Entry Approving Partial Account .00
04/13/23 17n Entry Adopting Magistrate's Decision MACKEY 5.00
-Motion to dismiss spousal election is
GRANTED. Kathryn Todd's election as
surviving spouse is VOIDED
04/13/23 cos Certificate of Service .00
04/24/23 1cb Entry Approving Attorney Fees 17404.00 .00
8.98
04/24/23 cos Certificate of Service .00
04/26/23 rmr Regular Mail Returned/Not Complete .00
Aaron Epling
04/26/23 cos Certificate of Service supplemental .00
05/02/23 rmr Regular Mail Returned/Not Complete .00
Aaron Epling
05/02/23 cos Certificate of Service supplemental .00
12/19/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/26/23 ad Additional Deposit Rec # 618970 17.00
01/09/24 13k Notice to File Account 0091942 1.00
01/11/24 15k Notice to File Status Letter 0091942 1.00
02/08/24 6.b Report of Newly Discovered Assets 7.00
02/08/24 6.be Entry Approving Report of Newly 101033.22 5.00
Assets
02/08/24 ad Additional Deposit Rec # 621077 35.00
02/08/24 1ae Entry Increasing Bond 204000.00 5.00
RLI
02/08/24 4.2 Fiduciary's Bond 306000.00 .00
RLI
02/08/24 bacb Bond Application for CBS Agency .00
02/08/24 poa Power of Attorney .00
02/08/24 st Status Letter 5.00
EPLING, AARON B. (fidy)
02/09/24 13a Fiduciary's Partial Account 04 22.00
EPLING, AARON B. (fidy)
02/09/24 13.1 Receipts and Disbursements .00
02/09/24 13.2 Assets Remaining in Fiduciary's Hands 111662.65 .00
02/09/24 ex Extra Pages 2.00
02/09/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
02/12/24 13e Entry Setting Hearing on Account .00
03/04/24 ad Additional Deposit Rec # 622307 13.00
03/25/24 13h Judgment Entry Approving Partial Account .00
04/04/24 1ca Application for Attorney Fees 10.00
Aaron B. Epling
04/04/24 fs Fee Schedule 12.00
04/04/24 1e Entry Setting Remote Hearing 05/08/2024 5.00
10:00 AM
EPLING, AARON B. (fidy)
04/04/24 eb Exhibit A .00
04/04/24 cos Certificate of Service .00
04/30/24 cr Certified Mail Returned .00
-William Todd
04/30/24 att Attachments .00
05/08/24 dr Digital Record of Hearing KAG .00
05/08/2024 / Zoom
05/20/24 md MOTION DOCKET: .00
05/20/24 m Motion .00
-Moves the Court to approve the App. for
Fees filed 04/04/2024.
05/20/24 mem Memorandum in Support .00
05/20/24 cos Certificate of Service .00
05/23/24 mo Magistrate's Order 07/16/2024 5.00
-continued 10:00 AM
05/23/24 eb Exhibit a .00
05/23/24 cos Certificate of Service .00
07/16/24 dr Digital Record of Hearing KAG .00
07/16/2024 / Zoom
07/22/24 mo Magistrate's Order on Allocation of Fees KAG 5.00
-The app. for fees filed 04/04/2024 for
$21,752.47 & $106.00 are APPROVED.
07/22/24 cos Certificate of Service .00
07/31/24 rmr Regular Mail Returned/Not Complete .00
Aaron Epling
07/31/24 cos Certificate of Service supplemental .00
12/04/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/09/24 ad Additional Deposit Rec # 636355 100.00
01/09/25 st Status Letter 5.00
EPLING, AARON B. (fidy)
01/09/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
01/09/25 13a Fiduciary's Partial Account 05 22.00
EPLING, AARON B. (fidy)
01/09/25 13.1 Receipts and Disbursements .00
01/09/25 13.2 Assets Remaining in Fiduciary's Hands 103065.51 .00
01/09/25 ex Extra Pages 3.00
01/10/25 13e Entry Setting Hearing on Account .00
02/20/25 13h Judgment Entry Approving Partial Account .00
12/10/25 13k Notice to File Account 0091942 1.00
12/10/25 15k Notice to File Status Letter 0091942 1.00
01/07/26 13a Fiduciary's Partial Account 06 22.00
EPLING, AARON B. (fidy)
01/07/26 eb Exhibit A .00
Fee History
01/07/26 13.1 Receipts and Disbursements .00
01/07/26 13.2 Assets Remaining in Fiduciary's Hands 102300.51 .00
01/07/26 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
01/07/26 st Status Letter 5.00
EPLING, AARON B. (fidy)
01/08/26 13e Entry Setting Hearing on Account .00
02/18/26 13h Judgment Entry Approving Partial Account .00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
DEPOSIT REMAINING 4.00
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