Case Docket

Case Number: 589978  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SHEPHERD, SIDNEY L.
AKA :


Date Code Description Reference Receipt Cost
02/28/18 01 Case Number (Daily Reporter) 10.00
02/28/18 02 Forms 10.00
02/28/18 03 Docketing & Index 15.00
02/28/18 04 Computerized Legal Research 3.00
02/28/18 05 Computer Fee 10.00
02/28/18 07 Legal Aid Trust Fund 26.00
02/28/18 08 Dispute Resolution Fund 15.00
02/28/18 16 Special Projects Fund 15.00
02/28/18 1.1 Full Estate Deposit Rec # 511723 250.00
02/28/18 lw LAST WILL AND TESTAMENT OF: .00
Sidney L. Shepherd 03/17/2011
02/28/18 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
02/28/18 2.0 Application to Probate Will .00
02/28/18 2.3 Entry Admitting Will to Probate 15.00
02/28/18 2.1a Waiver of Notice of Probate of Will .00
Natalie Francis
02/28/18 2.1a Waiver of Notice of Probate of Will .00
Denise Baldwin- Individual and
Trustee
02/28/18 2.1a Waiver of Notice of Probate of Will .00
Douglas Shepherd
02/28/18 2.1a Waiver of Notice of Probate of Will .00
Jessica Shepherd
02/28/18 2.3a Certificate of Service of Notice of .00
Probate of Will
02/28/18 4.0 Application for Authority to Administer 5.00
Estate
02/28/18 4.a Waiver of Right to Administer .00
Denise Baldwin- Individual and Trustee
02/28/18 4.a Waiver of Right to Administer .00
Jessica Shepherd
02/28/18 4.a Waiver of Right to Administer .00
Reliance Trust Company of Delaware
02/28/18 4.0a Fiduciary's Acceptance .00
02/28/18 4.2 Fiduciary's Bond 2862000.00 .00
OHIOCASUALIT
D.Timmons
02/28/18 poa Power of Attorney .00
02/28/18 3.b Application to Dispense With Appraisal .00
02/28/18 3.be Entry Dispensing With Appraisal 5.00
02/28/18 fb Funeral Bill .00
02/28/18 dc Death Certificate .00
02/28/18 8.6a Surviving Spouse Waiver of Service of .00
the Citation to Elect
02/28/18 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
BALDWIN, DENISE L.S. (fidy)
02/28/18 igf Indigent Guardianship Fund 30.00
02/28/18 adl Additional Letters of Authority 4.00
03/02/18 19k Notice of Case Schedule 1.00
03/06/18 19k Notice of Case Schedule 1.00
04/10/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/25/18 6.0 Inventory 1319152.31 17.00
BALDWIN, DENISE L.S. (fidy)
05/25/18 6t Ohio Estate Tax Anticipated? n .00
05/25/18 6c Surviving Spouse Waiver of Taking n .00
Inventory
05/25/18 6.1 Schedule of Assets R/E: No/Re .00
05/29/18 6e Entry Setting Hearing on Inventory .00
06/22/18 6h Judgment Entry Approving Inventory .00
07/02/18 cc Certified Copy 3.00
07/02/18 9.7 Application to Transfer Motor Vehicle .00
07/02/18 9.8 Entry Approving Transfer of Motor 2011 Ford 5.00
Vehicle
07/02/18 9.7 Application to Transfer Recreational .00
Vehicle
07/02/18 9.8 Entry Approving Transfer of Recreational 1968 Fleet- 5.00
Vehicle wood
07/02/18 9.7 Application to Transfer Motor Vehicle .00
07/02/18 9.8 Entry Approving Transfer of Motor 1998 5.00
Vehicle Chrysler
07/02/18 10.0 Application to Distribute in Kind .00
07/02/18 10b Consent to Distribution of Property .00
Natalie G. Shepherd, Denise L.S. Baldwin
07/02/18 10d Schedule of Property to be Distributed .00
in Kind
07/02/18 10e Entry Approving Distribution in Kind 5.00
07/02/18 10b Consent to Distribution of Property .00
Jessica Marie Shepherd
08/06/18 mfl Application to Extend Administration .00
08/06/18 mfle Entry Extending Administration 5.00
BALDWIN, DENISE L.S. (fidy)
08/06/18 l LETTER: .00
Cover Letter 08/02/2018
08/06/18 19k Notice of Case Schedule 1.00
08/08/18 cc Certified Copy plus postage 1.49
11/29/18 l LETTER: TO: FCPC, Clerk .00
From: Griffith, Jeffrey A.
(Huddleston Law Group)
11/29/18 m Motion to Disregard Testamentary Trust .00
FBO Douglas Bryan Shepherd, Now Deceased
as a Beneficiary and Substitute Sole
Contin. Benef, Jessica Shepherd
11/29/18 cos Certificate of Service .00
12/18/18 e Entry Approving Motion to Disregard BFS 5.00
Trust as a Beneficiary of the Estate and
Substitute Jessica Shepherd for Purposes
of Further Beneficiary Distributions
12/31/18 exm Exemplified Copies 11.00
01/09/19 ad Additional Deposit Rec # 528806 50.00
03/28/19 st Status Letter 5.00
BALDWIN, DENISE L.S. (fidy)
03/28/19 13v Waiver Of Notice of Hearing and Consent .00
to Account
03/28/19 cpi Confidential Personal Identifiers .00
03/28/19 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
03/28/19 13a Fiduciary's Partial Account 01 43.00
BALDWIN, DENISE L.S. (fidy)
03/28/19 13.1 Receipts and Disbursements .00
03/28/19 13.2 Assets Remaining in Fiduciary's Hands 974299.49 .00
03/29/19 13e Entry Setting Hearing on Account .00
05/09/19 13h Judgment Entry Approving Partial Account .00
08/01/19 ad Additional Deposit Rec # 540486 40.00
08/01/19 13v Waiver Of Notice of Hearing and Consent .00
to Account
08/01/19 1cc Consent to Attorney Fees 22192.50 .00
08/01/19 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
08/01/19 cpi Confidential Personal Identifiers .00
08/01/19 13.0 Fiduciary's Final Account 02 22.00
BALDWIN, DENISE L.S. (fidy)
08/01/19 13.1 Receipts and Disbursements .00
08/01/19 ex Extra Pages 5.00
08/01/19 Refund payment # 0000063290 26.51
08/02/19 13e Entry Setting Hearing on Account .00
08/16/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/12/19 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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