|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
06/20/18
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
06/20/18
|
02
|
Forms
|
|
|
10.00
|
|
06/20/18
|
03
|
Docketing & Index
|
|
|
15.00
|
|
06/20/18
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
06/20/18
|
05
|
Computer Fee
|
|
|
10.00
|
|
06/20/18
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
06/20/18
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
06/20/18
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
06/20/18
|
1.1
|
Full Estate Deposit
|
Rec # 518152
|
250.00
|
|
|
06/20/18
|
lw
|
LAST WILL AND TESTAMENT OF:
|
|
|
.00
|
|
|
|
Sarah J Schmidt
|
04/16/1999
|
|
|
|
06/20/18
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
06/20/18
|
2.0
|
Application to Probate Will
|
|
|
.00
|
|
06/20/18
|
2.3
|
Entry Admitting Will to Probate
|
|
|
15.00
|
|
06/20/18
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
J Daniel Schmidt
|
|
|
|
|
06/20/18
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
06/20/18
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
PNC Bank by John Shockley, VP
|
|
|
|
|
|
|
(Successor to National City Bank)
|
|
|
|
|
06/20/18
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
06/20/18
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
CHESTER, JAMES J
|
(fidy)
|
|
|
|
06/20/18
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Sarah J Schmidt
|
|
|
|
|
06/20/18
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
06/20/18
|
adl
|
Additional Letters of Authority
|
|
|
5.00
|
|
06/21/18
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
06/21/18
|
3.a
|
Application to Appoint Appraiser
|
|
|
.00
|
|
06/21/18
|
3.ae
|
Entry Appointing Appraiser
|
85
|
|
5.00
|
|
|
|
Carida McCalla
|
|
|
|
|
07/19/18
|
ag
|
Sarah J. Schmidt Irrevocable Trust
|
|
|
32.00
|
|
|
|
Agreement For The Benefit Of The
|
|
|
|
|
|
|
Children Of Sarah D. Austen
|
|
|
|
|
07/19/18
|
ex
|
Sarah J Schmidt Irrevocable Trust
|
|
|
.00
|
|
|
|
Agreement For The Benefit Of The
|
|
|
|
|
|
|
Children Of Jack G Schmdt Jr
|
|
|
|
|
08/22/18
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
AMENDED
|
|
|
|
08/22/18
|
2.n
|
Application to Extend Time to file
|
|
|
.00
|
|
|
|
Certificate of Service of Notice of
|
|
|
|
|
|
|
Probate of Will
|
|
|
|
|
08/22/18
|
2.o
|
Entry Extending Time to File
|
10/31/2018
|
|
5.00
|
|
|
|
Certificate of Service of Notice of
|
|
|
|
|
|
|
Probate of Will
|
|
|
|
|
09/18/18
|
6.4
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Inventory
|
|
|
|
|
09/18/18
|
6.5
|
Entry Extending Time to File Inventory
|
11/20/2018
|
|
5.00
|
|
10/31/18
|
6.4a
|
Application for Appointment of a
|
|
|
.00
|
|
|
|
Commissioner to Inventory a Safe Deposit
|
|
|
|
|
|
|
Box
|
|
|
|
|
10/31/18
|
6.4e
|
Entry Appointing Commissioner to
|
|
|
5.00
|
|
|
|
Inventory Safe Deposit Box
|
|
|
|
|
|
|
Commissioner: Andrew Art
|
|
|
|
|
|
|
Report due by Feb 28, 2019
|
|
|
|
|
11/01/18
|
c
|
Copy
|
|
|
.05
|
|
11/06/18
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
Sally Schmidt Austen AKA Sally D. Austen
|
|
|
|
|
|
|
Sally D. Austen, Trustee of the Sarah J.
|
|
|
|
|
|
|
Schmidt Irrev. Trust Agmt fbo Children
|
|
|
|
|
11/06/18
|
ex
|
of Sally D. Austen
|
|
|
.00
|
|
11/06/18
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
(Electronic Receipt)1
|
|
|
|
|
11/06/18
|
2.1
|
Notice of Probate of Will to PNC Bank
|
|
|
.00
|
|
|
|
(FKA Natl City Bk) Nominated Trustee of
|
|
|
|
|
|
|
the S, Schmidt Irr Trust FBO Children of
|
|
|
|
|
|
|
Sarah Austen c/o ohn Shockley, VP with
|
|
|
|
|
11/06/18
|
ex
|
Tracking From USPS
|
|
|
.00
|
|
|
|
Tracking No 9141969009350074282927
|
|
|
|
|
11/06/18
|
2.1
|
Notice of Probate of Will to PNC Bank
|
|
|
.00
|
|
|
|
(FKA Natl City Bk) Nominated Trustee of
|
|
|
|
|
|
|
the S. Schmidt Irr Trust FBO Children
|
|
|
|
|
|
|
of J. Schmidt Jr. c/o John Scockley, VP
|
|
|
|
|
11/06/18
|
ex
|
USPS Tracking
|
|
|
.00
|
|
|
|
Tracking No. 9171969009350074282910
|
|
|
|
|
11/06/18
|
2.3a
|
Certificate of Service of Notice of
|
|
|
.00
|
|
|
|
Probate of Will
|
|
|
|
|
11/20/18
|
6.4
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Inventory
|
|
|
|
|
11/20/18
|
6.5
|
Entry Extending Time to File Inventory
|
02/28/2019
|
|
5.00
|
|
11/27/18
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
11/27/18
|
mfle
|
Entry Extending Administration
|
|
|
5.00
|
|
11/28/18
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
12/07/18
|
m
|
Motion For Release of Assets From Safe
|
|
|
.00
|
|
|
|
Deposit Box
|
|
|
|
|
12/07/18
|
e
|
Entry Releasing Specific Assets From
|
|
|
5.00
|
|
|
|
Safe Deposit Box
|
|
|
|
|
12/07/18
|
cc
|
Certified Copy
|
|
|
1.00
|
|
12/19/18
|
adl
|
Additional Letters of Authority
|
|
|
3.00
|
|
12/27/18
|
6.4i
|
Report on Contents of Safe Deposit Box
|
|
|
.00
|
|
12/27/18
|
ad
|
Additional Deposit
|
Rec # 528257
|
50.00
|
|
|
01/10/19
|
3.a
|
Application to Appoint Appraiser
|
|
|
.00
|
|
01/10/19
|
3.ae
|
Entry Appointing Appraiser
|
48
|
|
5.00
|
|
02/22/19
|
6.4
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Inventory
|
|
|
|
|
02/22/19
|
6.5
|
Entry Extending Time to File Inventory
|
05/31/2019
|
|
5.00
|
|
03/05/19
|
ad
|
Additional Deposit
|
Rec # 531867
|
115.00
|
|
|
03/05/19
|
3.a
|
Application to Appoint Appraiser
|
|
|
.00
|
|
03/05/19
|
3.ae
|
Entry Appointing Appraiser
|
125
|
|
5.00
|
|
05/16/19
|
ros
|
Return of Service
|
|
|
.00
|
|
|
|
Andrew Art Personally Served Key Bank on
|
|
|
|
|
|
|
05/09/2019
|
|
|
|
|
05/21/19
|
6.4
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Inventory
|
|
|
|
|
05/21/19
|
6.5
|
Entry Extending Time to File Inventory
|
07/31/2019
|
|
5.00
|
|
05/21/19
|
3.a
|
Application to Appoint Appraiser
|
|
|
.00
|
|
05/21/19
|
3.ae
|
Entry Appointing Appraiser
|
46
|
|
5.00
|
|
05/23/19
|
1.4
|
Subpoena (Attorney to Serve)
|
.00
|
|
.00
|
|
|
|
Andrew Art to Serve US Bank for the
|
Rec # 577636
|
|
|
|
|
|
Estate of Sarah J. Schmidt
|
|
|
|
|
05/30/19
|
1ra
|
Return of Order to Serve
|
|
|
.00
|
|
|
|
Andrew Art Personally Served Mila Homen
|
|
|
|
|
|
|
of US Bank on 05/23/2019
|
|
|
|
|
07/30/19
|
6.0
|
Inventory
|
3551966.97
|
|
17.00
|
|
07/30/19
|
6t
|
Ohio Estate Tax Anticipated?
|
N
|
|
.00
|
|
07/30/19
|
6n
|
Appraiser's Certificate
|
V
|
|
3.00
|
|
07/30/19
|
6n
|
Appraiser's Certificate
|
V
|
|
3.00
|
|
07/30/19
|
6.1
|
Schedule of Assets R/E:
|
465000.00
|
|
.00
|
|
07/30/19
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
07/30/19
|
13n
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Account
|
|
|
|
|
07/30/19
|
13o
|
Entry Extending Time to File Account
|
09/30/2019
|
|
5.00
|
|
07/31/19
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
08/13/19
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2019
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/26/19
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
09/05/19
|
cc
|
Certified Copy
|
|
|
1.00
|
|
09/30/19
|
6p
|
Motion to Amend Inventory
|
|
|
.00
|
|
09/30/19
|
6q
|
Entry Amending Inventory
|
.00
|
|
5.00
|
|
|
|
Remove 5/3rd shares
|
|
|
|
|
09/30/19
|
13a
|
Fiduciary's Partial Account
|
01
|
|
24.00
|
|
09/30/19
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
09/30/19
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
33252886.82
|
|
.00
|
|
09/30/19
|
st
|
Status Letter
|
|
|
5.00
|
|
10/01/19
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
11/12/19
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
12/18/19
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
|
|
Taft Law
|
|
|
|
|
12/18/19
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
J. Daniel Schmidt & Sally Schmidt Austen
|
|
|
|
|
12/18/19
|
fs
|
Fee Schedule
|
|
|
15.00
|
|
12/18/19
|
1cb
|
Entry Approving Attorney Fees
|
70000.00
|
|
.00
|
|
02/06/20
|
adl
|
Additional Letters of Authority
|
|
|
1.00
|
|
05/01/20
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2020
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
09/01/20
|
13k
|
Notice to File Account
|
0043945
|
|
1.00
|
|
09/01/20
|
15k
|
Notice to File Status Letter
|
0043945
|
|
1.00
|
|
10/01/20
|
13a
|
Fiduciary's Partial Account
|
02
|
|
25.00
|
|
10/01/20
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
10/01/20
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
3224613.25
|
|
.00
|
|
10/01/20
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
10/01/20
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
10/01/20
|
st
|
Status Letter
|
|
|
5.00
|
|
10/02/20
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
11/12/20
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
06/09/21
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2021
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/26/21
|
12.0
|
Application for Certificate of Transfer
|
1
|
|
7.00
|
|
08/26/21
|
12.a
|
Certificate of Transfer
|
1
|
|
.00
|
|
08/26/21
|
12.2
|
Entry Issuing Certificate of Transfer
|
1
|
|
.00
|
|
08/26/21
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
AMENDED
|
|
|
|
08/26/21
|
cc
|
Certified Copy
|
|
|
1.00
|
|
09/02/21
|
13k
|
Notice to File Account
|
0043945
|
|
1.00
|
|
09/02/21
|
15k
|
Notice to File Status Letter
|
0043945
|
|
1.00
|
|
09/09/21
|
ad
|
Additional Deposit
|
Rec # 577636
|
50.00
|
|
|
10/06/21
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
10/06/21
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
10/06/21
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
10/06/21
|
13.0
|
Fiduciary's Final Account
|
03
|
|
24.00
|
|
10/06/21
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
10/06/21
|
|
Refund payment
|
# 0000069877
|
|
42.95
|
|
10/07/21
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
11/18/21
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
12/31/24
|
cc
|
Certified Copy
|
|
|
1.00
|
|
12/31/24
|
adl
|
Additional Letters of Authority
|
|
|
4.00
|
|
12/31/24
|
ad
|
Additional Deposit
|
Rec # 637385
|
25.00
|
|
|
12/31/24
|
50i
|
Application to Reopen and Report Newly
|
|
|
15.00
|
|
|
|
Discovered Assets
|
|
|
|
|
12/31/24
|
50j
|
Entry to Reopen and Report Newly
|
88000.00
|
|
5.00
|
|
|
|
Discovered Assets
|
|
|
|
|
12/31/24
|
50i
|
Application to Reopen and Report Newly
|
STAT ONLY
|
|
.00
|
|
|
|
Discovered Assets
|
|
|
|
|
12/31/24
|
50j
|
Entry to Reopen and Report Newly
|
STAT ONLY
|
|
.00
|
|
|
|
Discovered Assets
|
|
|
|
|
02/20/25
|
l
|
LETTER: to Andrew Art
|
|
|
.00
|
|
|
|
from Mag Asst Lindsay E Webster
|
|
|
|
|
05/05/25
|
app
|
Application to Engage Finder Services
|
|
|
.00
|
|
05/05/25
|
att
|
Attachments
|
|
|
.00
|
|
05/05/25
|
e
|
Entry Approving
|
KAG
|
|
.00
|
|
08/07/25
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
2nd Amended
|
|
.00
|
|
|
|
Devisee
|
N
|
|
|
|
04/08/26
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2025
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
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|
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