|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
07/23/18
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
07/23/18
|
6.4a
|
Application for Appointment of a
|
|
|
.00
|
|
|
|
Commissioner to Inventory a Safe Deposit
|
|
|
|
|
|
|
Box
|
|
|
|
|
07/23/18
|
6.4e
|
Entry Appointing Commissioner to
|
|
|
5.00
|
|
|
|
Inventory Safe Deposit Box
|
|
|
|
|
|
|
Commissioner: Valerie Carlson
|
|
|
|
|
07/23/18
|
cc
|
Certified Copy
|
|
|
1.00
|
|
07/23/18
|
|
Receipt
|
519892
|
16.00
|
|
|
07/26/18
|
14.7
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Report
|
|
|
|
|
07/26/18
|
e
|
Entry
|
08/31/2018
|
|
5.00
|
|
|
|
Extending Time To File Report On Content
|
|
|
|
|
|
|
Of Safe Deposit Box
|
|
|
|
|
07/26/18
|
|
Receipt
|
520154
|
5.00
|
|
|
09/05/18
|
l
|
LETTER: cover
|
|
|
.00
|
|
09/05/18
|
6.4i
|
Report on Contents of Safe Deposit Box
|
|
|
.00
|
|
01/29/19
|
op
|
stat only
|
|
|
.00
|
|
01/29/19
|
02
|
Forms
|
|
|
10.00
|
|
01/29/19
|
03
|
Docketing & Index
|
|
|
15.00
|
|
01/29/19
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
01/29/19
|
05
|
Computer Fee
|
|
|
10.00
|
|
01/29/19
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
01/29/19
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
01/29/19
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
01/29/19
|
1.1
|
Full Estate Deposit
|
Rec # 529892
|
250.00
|
|
|
01/29/19
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
01/29/19
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
01/29/19
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Leigh S Beal
|
|
|
|
|
01/29/19
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Leigh Danielle Austin
|
|
|
|
|
01/29/19
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Rene DeLeon
|
|
|
|
|
01/29/19
|
4.2
|
Fiduciary's Bond / Westfield Ins.
|
40000.00
|
|
.00
|
|
|
|
|
SeibertKeck
|
|
|
|
|
|
|
P. Koehler
|
|
|
|
01/29/19
|
bapm
|
Bond Application for SeibertKeck Ins
|
|
|
.00
|
|
|
|
FKA Palmer Miller Nelson
|
|
|
|
|
01/29/19
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
01/29/19
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
SACHS, DAVID B., II
|
(fidy)
|
|
|
|
01/29/19
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Mignon L Dannan
|
|
|
|
|
01/29/19
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
01/29/19
|
adl
|
Additional Letters of Authority
|
|
|
9.00
|
|
01/30/19
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
01/30/19
|
3.a
|
Application to Appoint Appraiser
|
|
|
.00
|
|
01/30/19
|
3.ae
|
Entry Appointing Appraiser
|
161
|
|
5.00
|
|
04/30/19
|
6m
|
Citation to File Inventory
|
sent to fidy
|
|
5.00
|
|
04/30/19
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
04/30/19
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
David B Sachs II
|
264197
|
|
|
|
04/30/19
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
Valerie H Carlson
|
264203
|
|
|
|
05/07/19
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
05/07/19
|
1ae
|
Entry Increasing Bond
|
1442000.00
|
|
5.00
|
|
|
|
|
WestfieldIns
|
|
|
|
05/07/19
|
4.2
|
Fiduciary's Bond / Westfield Ins. Co.
|
1482000.00
|
|
.00
|
|
|
|
|
WestfieldIns
|
|
|
|
|
|
|
Seibertkeck
|
|
|
|
|
|
|
P. Koehler
|
|
|
|
05/07/19
|
bapm
|
Bond Application for SeibertKeck Ins
|
|
|
.00
|
|
|
|
FKA Palmer Miller Nelson
|
|
|
|
|
05/07/19
|
6.0
|
Inventory
|
1021530.24
|
|
17.00
|
|
05/07/19
|
6t
|
Ohio Estate Tax Anticipated?
|
N
|
|
.00
|
|
05/07/19
|
6n
|
Appraiser's Certificate
|
V
|
|
3.00
|
|
05/07/19
|
6.1
|
Schedule of Assets R/E:
|
281000.00
|
|
.00
|
|
05/07/19
|
adl
|
Additional Letters of Authority
|
|
|
10.00
|
|
05/07/19
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
VHC
|
264203
|
|
|
|
05/07/19
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
DBS
|
264197
|
|
|
|
05/08/19
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
05/24/19
|
9.7
|
Application to Transfer Motor Vehicle
|
|
|
.00
|
|
05/24/19
|
9.8
|
Entry Approving Transfer of Motor
|
1998
|
|
5.00
|
|
|
|
Vehicle
|
Lexus
|
|
|
|
05/24/19
|
cc
|
Certified Copy
|
|
|
1.00
|
|
06/03/19
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
07/29/19
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
07/29/19
|
13o
|
Entry Extending Time to File Account
|
12/31/2019
|
|
5.00
|
|
07/29/19
|
10j
|
Consent to Power to Sell Real Estate
|
|
|
3.00
|
|
|
|
Leigh D. Beal
|
|
|
|
|
|
|
Leigh Danielle Austin
|
|
|
|
|
|
|
Rene Deleon
|
|
|
|
|
08/14/19
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2019
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/28/19
|
adl
|
Additional Letters of Authority
|
|
|
10.00
|
|
11/14/19
|
10j
|
Consent to Power to Sell Real Estate
|
|
|
1.00
|
|
|
|
David B. Sachs, II
|
|
|
|
|
11/14/19
|
e
|
Entry For Bond
|
562000.00
|
|
5.00
|
|
01/03/20
|
13m
|
Citation to File Account
|
sent to fidy
|
|
5.00
|
|
01/03/20
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
01/03/20
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
David B Sachs II
|
308389
|
|
|
|
01/03/20
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
Valerine H Carlson
|
308396
|
|
|
|
01/08/20
|
mfle
|
Entry Extending Administration
|
|
|
5.00
|
|
01/08/20
|
13o
|
Entry Extending Time to File Account
|
06/30/2020
|
|
5.00
|
|
01/14/20
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
VHC
|
308396
|
|
|
|
01/14/20
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
DBS
|
308389
|
|
|
|
01/21/20
|
1ae
|
Entry Increasing Bond
|
562000.00
|
|
5.00
|
|
|
|
|
Seibertkeck
|
|
|
|
01/21/20
|
4.2
|
Fiduciary's Bond/Westfield Ins Co
|
2044000.00
|
|
.00
|
|
|
|
|
Seibertkeck
|
|
|
|
|
|
|
P Koehler
|
|
|
|
01/21/20
|
bapm
|
Bond Application for SeibertKeck Ins
|
|
|
.00
|
|
|
|
FKA Palmer Miller Nelson
|
|
|
|
|
01/21/20
|
ad
|
Additional Deposit
|
Rec # 549626
|
50.00
|
|
|
05/01/20
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2020
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
06/02/20
|
13ek
|
eNotice to File Account
|
0046578
|
|
.00
|
|
07/24/20
|
nc
|
Notice of Change of Address of:
|
|
|
.00
|
|
|
|
David B Sachs, II Administrator
|
|
|
|
|
09/04/20
|
st
|
Status Letter
|
|
|
5.00
|
|
11/19/20
|
1.1
|
Full Estate Deposit
|
Rec # 563548
|
250.00
|
|
|
|
|
to appoint successor administrator
|
|
|
|
|
11/19/20
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
David Sachs II
|
|
|
|
|
11/19/20
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
11/19/20
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
11/19/20
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Leigh Beal
|
|
|
|
|
|
|
Leigh Davielle Austin
|
|
|
|
|
|
|
Rene DeLeon
|
|
|
|
|
11/19/20
|
4.2
|
Fiduciary's Bond/Westfield Ins Co
|
40000.00
|
|
.00
|
|
|
|
|
SeibertKeck
|
|
|
|
|
|
|
P Koehler
|
|
|
|
11/19/20
|
bapm
|
Bond Application for SeibertKeck Ins
|
|
|
.00
|
|
|
|
FKA Palmer Miller Nelson
|
|
|
|
|
11/19/20
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
11/19/20
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
CARLSON, VALERIE H.
|
(fidy)
|
|
|
|
11/19/20
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
11/19/20
|
adl
|
Additional Letters of Authority
|
|
|
4.00
|
|
11/20/20
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
12/01/20
|
20.7
|
Notice of Death of Fiduciary
|
|
|
.00
|
|
|
|
David Sachs
|
|
|
|
|
12/01/20
|
dc
|
Death Certificate
|
|
|
.00
|
|
12/01/20
|
50p
|
Entry Terminating and Ordering Final
|
02/26/2021
|
|
5.00
|
|
|
|
Account
|
|
|
|
|
|
|
SACHS, DAVID B., II
|
(fidy)
|
|
|
|
03/01/21
|
13ek
|
eNotice to File Account
|
0046578
|
|
.00
|
|
06/11/21
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2021
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/10/21
|
15ek
|
eNotice to File Status Letter
|
0046578
|
|
.00
|
|
10/06/21
|
13m
|
Citation to File Account
|
sent to fidy
|
|
5.00
|
|
10/06/21
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
10/06/21
|
vcs
|
Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
David B Sachs II
|
395730
|
|
|
|
10/06/21
|
vcs
|
Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
Valerie H Carlson
|
395747
|
|
|
|
10/12/21
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
VHC
|
395747
|
|
|
|
10/12/21
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
DBS
|
395730
|
|
|
|
11/04/21
|
13m
|
Citation to File Account
|
0046578 fidy
|
|
5.00
|
|
11/04/21
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
11/04/21
|
vcs
|
Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
Valerie H Carlson
|
402414
|
|
|
|
11/17/21
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
VHC
|
402414
|
|
|
|
11/24/21
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
11/24/21
|
1cc
|
Consent to Attorney Fees 66.66%
|
8500.00
|
|
.00
|
|
|
|
|
250.00
|
|
|
|
11/24/21
|
13.0
|
Fiduciary's Final Account
|
01
|
|
22.00
|
|
|
|
SACHS, DAVID B., II
|
(fidy)
|
|
|
|
11/24/21
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/24/21
|
ex
|
Extra Pages
|
|
|
7.00
|
|
11/24/21
|
|
Refund payment
|
# 0000070410
|
|
166.06
|
|
11/29/21
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
01/06/22
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
View Estate Fiduciaries
|
|
New Search
|
|
Probate Homepage
|