|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
08/09/18
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
08/09/18
|
02
|
Forms
|
|
|
10.00
|
|
08/09/18
|
03
|
Docketing & Index
|
|
|
15.00
|
|
08/09/18
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
08/09/18
|
05
|
Computer Fee
|
|
|
10.00
|
|
08/09/18
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
08/09/18
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
08/09/18
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
08/09/18
|
1.1
|
Full Estate Deposit
|
Rec # 520976
|
250.00
|
|
|
08/09/18
|
pri
|
Paralegal Registration: Independent
|
0374
|
|
.00
|
|
|
|
Name: Rebecca Kemper
|
|
|
|
|
|
|
Lawyer: Schmitz, Elizabeth
|
|
|
|
|
|
|
Case Number: 593056
|
|
|
|
|
08/09/18
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
08/09/18
|
1e
|
Entry Setting Hearing and ordering
|
|
|
5.00
|
|
|
|
notice
|
09/19/2018
|
|
|
|
|
|
|
3:00 p.m.
|
|
|
|
08/09/18
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
08/09/18
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
08/09/18
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
08/09/18
|
sum
|
Franklin County Auditor's
|
|
|
.00
|
|
|
|
Real Estate Summary
|
|
|
|
|
08/09/18
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Thomas Lee Lehman
|
|
|
|
|
08/23/18
|
4.4
|
Notice and citation of hearing on
|
|
|
.00
|
|
|
|
Appointment of Fiduciary with certified
|
|
|
|
|
|
|
return from United States Postal Service
|
|
|
|
|
|
|
for Scott Lehman and Kelly Doeffler
|
|
|
|
|
09/17/18
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Shannon Lehman
|
|
|
|
|
09/19/18
|
dr
|
Digital Record of Hearing
|
BFS
|
|
.00
|
|
|
|
09/19/2018 / hearing room 22D
|
|
|
|
|
|
|
Time: 3:02:22 pm - 3:08:13 pm
|
|
|
|
|
09/19/18
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
09/19/18
|
4.2
|
Fiduciary's Bond/RLI Surety
|
40000.00
|
|
.00
|
|
|
|
|
Col Bar Assn
|
|
|
|
|
|
|
J VanOrder
|
|
|
|
09/19/18
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
09/19/18
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
SCHMITZ, ELIZABETH S.
|
(fidy)
|
|
|
|
09/19/18
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
09/19/18
|
adl
|
Additional Letters of Authority
|
|
|
4.00
|
|
09/20/18
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
12/20/18
|
6m
|
Citation to File Inventory
|
0056202 fidy
|
|
5.00
|
|
12/20/18
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
12/20/18
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.45
|
|
|
|
Elizabeth S Schmitz
|
239966
|
|
|
|
01/03/19
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
593056
|
|
|
|
02/21/19
|
6.0
|
Inventory
|
66700.00
|
|
17.00
|
|
02/21/19
|
6t
|
Ohio Estate Tax Anticipated?
|
N
|
|
.00
|
|
02/21/19
|
6.1
|
Schedule of Assets R/E:
|
59600.00
|
|
.00
|
|
02/22/19
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
03/18/19
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
03/20/19
|
13m
|
Citation to File Account
|
0056202 fidy
|
|
5.00
|
|
03/20/19
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
03/20/19
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
Elizabeth S Schmitz
|
256963
|
|
|
|
04/02/19
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
256963
|
|
|
|
05/23/19
|
13a
|
Fiduciary's Partial Account
|
01
|
|
22.00
|
|
05/23/19
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
05/23/19
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
66700.00
|
|
.00
|
|
05/23/19
|
ex
|
Extra Pages
|
|
|
1.00
|
|
05/23/19
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
05/23/19
|
st
|
Status Letter
|
|
|
5.00
|
|
05/23/19
|
13.10
|
Notice to Extend Administration
|
|
|
.00
|
|
05/23/19
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
05/24/19
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/08/19
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
08/15/19
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2019
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
05/01/20
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2020
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
12/09/20
|
13m
|
Citation to File Account
|
0056202 fidy
|
|
5.00
|
|
12/09/20
|
15m
|
Citation to File Status Letter
|
0056202 fidy
|
|
5.00
|
|
12/09/20
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
12/09/20
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
Elizabeth S Schmitz
|
353594
|
|
|
|
12/11/20
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
12/11/20
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
Elizabeth S Schmitz
|
354027
|
|
|
|
12/29/20
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
353594
|
|
|
|
12/29/20
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
354027
|
|
|
|
02/11/21
|
st
|
Status Letter
|
|
|
5.00
|
|
02/11/21
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
02/11/21
|
13a
|
Fiduciary's Partial Account
|
02
|
|
24.00
|
|
02/11/21
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/11/21
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
66700.00
|
|
.00
|
|
02/11/21
|
13.10
|
Notice to Extend Administration
|
|
|
.00
|
|
02/12/21
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
02/12/21
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/29/21
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
06/11/21
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2021
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
07/27/21
|
ad
|
Additional Deposit
|
Rec # 575488
|
75.00
|
|
|
08/16/22
|
13m
|
Citation to File Account
|
0056202 fidy
|
|
5.00
|
|
08/16/22
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
08/16/22
|
vcs
|
Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
Elizabeth S Schmitz
|
449259
|
|
|
|
08/17/22
|
15m
|
Citation to File Status Letter
|
0056202 fidy
|
|
5.00
|
|
08/17/22
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
08/17/22
|
vcs
|
Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
Elizabeth S Schmitz
|
449754
|
|
|
|
08/23/22
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
449259
|
|
|
|
09/01/22
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
449754
|
|
|
|
10/17/22
|
l
|
LETTER:Cover Letter. 10/14/2022
|
|
|
.00
|
|
10/17/22
|
st
|
Status Letter
|
|
|
5.00
|
|
10/17/22
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
10/17/22
|
ad
|
Additional Deposit
|
Rec # 597569
|
50.00
|
|
|
10/17/22
|
13a
|
Fiduciary's Partial Account
|
03
|
|
22.00
|
|
10/17/22
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
10/17/22
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
66700.00
|
|
.00
|
|
10/17/22
|
ex
|
Extra Pages
|
|
|
2.00
|
|
10/18/22
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
10/23/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
11/09/22
|
1ae
|
Entry Increasing Bond
|
142000.00
|
|
5.00
|
|
|
|
|
RLI Surety
|
|
|
|
11/09/22
|
4.2
|
Fiduciary's Bond/RLI Surety
|
182000.00
|
|
.00
|
|
|
|
|
RLI Surety
|
|
|
|
|
|
|
N Adolph
|
|
|
|
11/09/22
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
11/28/22
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
09/19/23
|
13ek
|
eNotice to File Account
|
0056202
|
|
.00
|
|
09/19/23
|
15ek
|
eNotice to File Status Letter
|
0056202
|
|
.00
|
|
12/20/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
04/15/24
|
13m
|
Citation to File Account
|
0056202 fidy
|
|
5.00
|
|
04/15/24
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
04/15/24
|
vcs
|
Virtual Service Mail Sent
|
|
|
7.40
|
|
|
|
Elizabeth S Schmitz
|
557510
|
|
|
|
04/16/24
|
15m
|
Citation to File Status Letter
|
0056202 fidy
|
|
5.00
|
|
04/16/24
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
04/16/24
|
vcs
|
Virtual Service Mail Sent
|
|
|
7.40
|
|
|
|
Elizabeth S Schmitz
|
558104
|
|
|
|
04/23/24
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
557510
|
|
|
|
04/23/24
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
ESS
|
558104
|
|
|
|
06/21/24
|
st
|
Status Letter
|
|
|
5.00
|
|
06/21/24
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
06/21/24
|
13a
|
Fiduciary's Partial Account
|
04
|
|
22.00
|
|
06/21/24
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/21/24
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
66700.00
|
|
.00
|
|
06/21/24
|
ex
|
Extra Pages
|
|
|
2.00
|
|
06/21/24
|
ad
|
Additional Deposit
|
Rec # 627880
|
50.00
|
|
|
06/24/24
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
08/05/24
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
01/08/25
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2024
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
03/27/25
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Scott Lehman
|
|
|
|
|
03/27/25
|
misc
|
DocuSign
|
|
|
.00
|
|
03/27/25
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Kelley Doerfler
|
|
|
|
|
03/27/25
|
misc
|
DocuSign
|
|
|
.00
|
|
03/27/25
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Shannon Lehman
|
|
|
|
|
03/27/25
|
misc
|
DoucSign
|
|
|
.00
|
|
03/27/25
|
l
|
Cover letter from atty's office
|
|
|
.00
|
|
|
|
Dated: 03/24/2025
|
|
|
|
|
03/28/25
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
Received: 03/24/2025
|
|
|
|
|
03/28/25
|
m
|
Motion to substitute counsel and remove
|
|
|
.00
|
|
|
|
Administrator
|
|
|
|
|
04/01/25
|
1.1
|
Full Estate Deposit
|
Rec # 642153
|
300.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
new apt
|
|
|
|
|
04/01/25
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
04/01/25
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
04/01/25
|
1e
|
Entry Setting Hearing
|
05/06/2025
|
|
5.00
|
|
|
|
|
11:00 am
|
|
|
|
04/01/25
|
eb
|
Exhibit A
|
|
|
.00
|
|
|
|
Zoom meeting instructions
|
|
|
|
|
04/01/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
04/14/25
|
11a
|
Resignation of Fiduciary
|
|
|
5.00
|
|
04/14/25
|
11b
|
Entry Accepting Resignation and Ordering
|
07/31/2025
|
|
5.00
|
|
|
|
Final Account
|
|
|
|
|
05/23/25
|
15ek
|
eNotice to File Status Letter
|
0056202
|
|
.00
|
|
07/28/25
|
4.2B
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Copy of Bond Documents
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182200.00
|
|
.00
|
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Bond document only
|
RLI Ins Co
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07/28/25
|
att
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Attachments
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.00
|
|
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XODO Sign
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07/28/25
|
4.2B
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Copy of Bond Documents
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.00
|
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Rider
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POA
|
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07/28/25
|
4.2
|
Entry Approving Fiduciary's Bond
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182200.00
|
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5.00
|
|
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RLI Ins Co
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07/28/25
|
4.5
|
Entry Appointing Fiduciary, Letter of
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jaa
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10.00
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Authority
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BERARDINO, STEPHEN G.
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(Fidy)
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07/28/25
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igf
|
Indigent Guardianship Fund
|
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|
30.00
|
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07/28/25
|
adl
|
Additional Letters of Authority
|
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2.00
|
|
07/28/25
|
rusm
|
Regular U.S. Mail
|
|
|
.74
|
|
07/29/25
|
19k
|
Notice of Case Schedule
|
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|
1.00
|
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07/29/25
|
adl
|
Additional Letters of Authority
|
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|
1.00
|
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04/08/26
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2025
|
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|
.00
|
|
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CASE INVENTORY-as required by:
|
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OH Rules of Superintendence
|
|
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Rule 38
|
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05/13/26
|
13m
|
Citation to File Account
|
0056202 fidy
|
|
5.00
|
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05/13/26
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
05/13/26
|
vcs
|
Virtual Service Mail Sent
|
|
|
8.86
|
|
|
|
Elizabeth S Schmitz
|
135186
|
|
|
|
07/01/26
|
m
|
Motion
|
|
|
.00
|
|
07/01/26
|
1be
|
Entry to Reduce Bond
|
114000.00
|
|
5.00
|
|
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|
Rli
|
|
|
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Tas
|
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07/06/26
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
07/06/26
|
misc
|
Franklin County Ohio Clerk of Courts of
|
|
|
3.00
|
|
|
|
the Common Pleas Amended Entry
|
|
|
|
|
|
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Confirming Sale, ordering Deed and
|
|
|
|
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|
|
Distribution
|
|
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|
07/06/26
|
13.0
|
Fiduciary's Final Account
|
05
|
|
23.00
|
|
|
|
SCHMITZ, ELIZABETH S.
|
(fidy)
|
|
|
|
07/06/26
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/07/26
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/21/26
|
4.2B
|
Copy of Bond Documents
|
|
|
.00
|
|
07/21/26
|
4.2
|
Entry Approving Fiduciary's Bond
|
114000.00
|
|
5.00
|
|
|
|
|
(RLI)
|
|
|
|
|
|
|
TPS
|
|
|
|
07/27/26
|
13.0
|
Fiduciary's Final Account
|
05
|
|
25.00
|
|
|
|
|
AMENDED
|
|
|
|
|
|
SCHMITZ, ELIZABETH S.
|
(fidy)
|
|
|
|
07/27/26
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/27/26
|
att
|
Attachments
|
|
|
.00
|
|
|
|
Copy of ORDER For Distribution of
|
24CV-1986
|
|
|
|
|
|
Excess Funds of The Estate of
|
R Brown
|
|
|
|
|
|
Thomas Lehman
|
|
|
|
|
07/27/26
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
07/28/26
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
09/08/26
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
10/01/26
|
13.0
|
Fiduciary's Final Account
|
01
|
|
22.00
|
|
|
|
BERARDINO, STEPHEN G.
|
(fidy)
|
|
|
|
10/01/26
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
10/01/26
|
misc
|
Miscellaneous Filing
|
|
|
.00
|
|
|
|
Statement as to Motor Vehicles
|
|
|
|
|
10/01/26
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
10/01/26
|
13v
|
Waiver Of Notice of Hearing and Consent
|
|
|
.00
|
|
|
|
to Account
|
|
|
|
|
10/01/26
|
misc
|
Miscellaneous Filing
|
|
|
.00
|
|
|
|
E-signature receipts for all 3 heirs
|
|
|
|
|
10/01/26
|
misc
|
Miscellaneous Filing
|
|
|
.00
|
|
|
|
Proof that there is no medicaid claims
|
|
|
|
|
10/01/26
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
10/02/26
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
10/02/26
|
|
Refund payment
|
# 0000085513
|
|
165.99
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
View Estate Fiduciaries
|
|
New Search
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|
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|