|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
07/11/17
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
07/11/17
|
02
|
Forms
|
|
|
10.00
|
|
07/11/17
|
03
|
Docketing & Index
|
|
|
15.00
|
|
07/11/17
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
07/11/17
|
05
|
Computer Fee
|
|
|
10.00
|
|
07/11/17
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
07/11/17
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
07/11/17
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
07/11/17
|
1.1
|
Full Estate Deposit
|
Rec # 499398
|
250.00
|
|
|
07/11/17
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
07/11/17
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
Y
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
07/11/17
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
07/11/17
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
07/11/17
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
07/11/17
|
sum
|
Franklin County Auditor's
|
|
|
.00
|
|
|
|
Real Estate Summary
|
|
|
|
|
07/11/17
|
4.2
|
Fiduciary's Bond
|
1000000.00
|
|
.00
|
|
|
|
|
Col Bar Assn
|
|
|
|
07/11/17
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
07/11/17
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Robert Denny Montgomery
|
|
|
|
|
07/11/17
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
MONTGOMERY, LORI LYNN
|
(fidy)
|
|
|
|
07/11/17
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
07/11/17
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
07/12/17
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
07/12/17
|
8.9
|
Summary of General Rights of Surviving
|
|
|
.00
|
|
|
|
Spouse
|
|
|
|
|
07/12/17
|
8.0
|
Citation to Surviving Spouse
|
|
|
5.00
|
|
07/12/17
|
8.8
|
Certificate of Service and Notice of
|
|
|
1.00
|
|
|
|
Citation to Surviving Spouse to
|
|
|
|
|
|
|
Exercise Elective Rights
|
|
|
|
|
07/12/17
|
8.5
|
Virtual Certified Mail/SPOUSAL RIGHTS
|
|
|
5.35
|
|
|
|
Lori L Montgomery
|
145878
|
|
|
|
07/27/17
|
8.6
|
Certified Mail Returned/SPOUSAL RIGHTS
|
|
|
.00
|
|
|
|
LLM
|
145878
|
|
|
|
08/18/17
|
e
|
Entry
|
|
|
5.00
|
|
08/18/17
|
cos
|
Certificate of Service
|
|
|
.00
|
|
08/28/17
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
08/28/17
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Lori Lynn Montgomery
|
|
|
|
|
08/28/17
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Andy Mathieu Montgomery
|
|
|
|
|
08/28/17
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Allyn Rae Montgomery
|
|
|
|
|
08/28/17
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Erin Kaye Montgomery
|
|
|
|
|
08/28/17
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
Y
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
08/28/17
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
08/28/17
|
4.2
|
Fiduciary's Bond RLI Ins.
|
1000000.00
|
|
.00
|
|
|
|
|
Col Bar Assn
|
|
|
|
|
|
|
RLI INS.
|
|
|
|
|
|
|
Frank Duffy
|
|
|
|
08/28/17
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
08/28/17
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
08/28/17
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
08/28/17
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
08/28/17
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
08/28/17
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
08/29/17
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
09/18/17
|
m
|
Motion
|
|
|
.00
|
|
|
|
To Vacate Appointment Of Lori Lynn
|
|
|
|
|
|
|
Montgomery
|
|
|
|
|
09/18/17
|
50n
|
Entry Terminating and Dispensing with
|
Y
|
|
5.00
|
|
|
|
Final Account
|
|
|
|
|
|
|
MONTGOMERY, LORI LYNN
|
(fidy)
|
|
|
|
09/18/17
|
ad
|
Additional Deposit
|
Rec # 503201
|
40.00
|
|
|
11/16/17
|
6.0
|
Inventory
|
201643.69
|
|
17.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
11/16/17
|
6t
|
Ohio Estate Tax Anticipated?
|
N
|
|
.00
|
|
11/16/17
|
6c
|
Surviving Spouse Waiver of Taking
|
|
|
.00
|
|
|
|
Inventory
|
|
|
|
|
11/16/17
|
6.1
|
Schedule of Assets R/E: 166,350
|
|
|
.00
|
|
11/17/17
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
11/17/17
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
11/30/17
|
1b
|
Application to Reduce Bond
|
|
|
5.00
|
|
11/30/17
|
1be
|
Entry to Reduce Bond
|
71000.00
|
|
5.00
|
|
|
|
|
CBS
|
|
|
|
12/14/17
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
01/03/18
|
6
|
Application for Family Allowance
|
|
|
7.00
|
|
01/03/18
|
6.a
|
Entry Approving Family Allowance
|
|
|
5.00
|
|
02/22/18
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
02/22/18
|
13o
|
Entry Extending Time to File Account
|
07/31/2018
|
|
5.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
04/06/18
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2018
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
07/16/18
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
07/16/18
|
13a
|
Fiduciary's Partial Account
|
01
|
|
22.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
07/16/18
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/16/18
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
176995.69
|
|
.00
|
|
07/16/18
|
st
|
Status Letter
|
|
|
5.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
07/16/18
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
07/16/18
|
13o
|
Entry Extending Time to File Account
|
07/31/2019
|
|
5.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
07/16/18
|
1b
|
Application to Reduce Bond
|
|
|
5.00
|
|
07/16/18
|
1be
|
Entry to Reduce Bond
|
40000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
07/16/18
|
ad
|
Additional Deposit
|
Rec # 519447
|
40.00
|
|
|
07/17/18
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
08/27/18
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
01/24/19
|
l
|
LETTER: Cover Letter
|
|
|
.00
|
|
01/24/19
|
2.1
|
Notice of Commencement of Civil Action
|
|
|
.00
|
|
|
|
Against the Estate of Robert D.
|
|
|
|
|
|
|
Montgomery
|
|
|
|
|
01/24/19
|
cos
|
Certificate of Service
|
|
|
.00
|
|
06/18/19
|
15ek
|
eNotice to File Status Letter
|
0030328
|
|
.00
|
|
07/31/19
|
12.0
|
Application for Certificate of Transfer
|
|
|
7.00
|
|
07/31/19
|
12.2
|
Entry Issuing Certificate of Transfer
|
|
|
.00
|
|
07/31/19
|
12.a
|
Certificate of Transfer
|
|
|
.00
|
|
07/31/19
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
07/31/19
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
07/31/19
|
st
|
Status Letter
|
|
|
5.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
07/31/19
|
13a
|
Fiduciary's Partial Account
|
02
|
|
23.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
07/31/19
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/31/19
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
10115.69
|
|
.00
|
|
07/31/19
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
07/31/19
|
13o
|
Entry Extending Time to File Account
|
07/31/2020
|
|
5.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
08/01/19
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
08/02/19
|
ad
|
Additional Deposit
|
Rec # 540532
|
45.00
|
|
|
08/16/19
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2019
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
09/11/19
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
03/17/20
|
ad
|
Additional Deposit
|
Rec # 552990
|
10.00
|
|
|
03/17/20
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
03/17/20
|
13.0
|
Fiduciary's Final Account
|
02
|
|
22.00
|
|
|
|
HOGUE, BRYAN K.
|
(fidy)
|
|
|
|
03/17/20
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/17/20
|
|
Refund payment
|
# 0000064629
|
|
5.65
|
|
03/18/20
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/28/20
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
View Estate Fiduciaries
|
|
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|
|
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|