Case Docket

Case Number: 595123  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : JEFFREY, ANNE K.
AKA :

Date Code Description Reference Receipt Cost
12/10/18 01 Case Number (Daily Reporter) 10.00
12/10/18 02 Forms 10.00
12/10/18 03 Docketing & Index 15.00
12/10/18 04 Computerized Legal Research 3.00
12/10/18 05 Computer Fee 10.00
12/10/18 07 Legal Aid Trust Fund 26.00
12/10/18 08 Dispute Resolution Fund 15.00
12/10/18 16 Special Projects Fund 15.00
12/10/18 1.1 Full Estate Deposit Rec # 527363 250.00
12/10/18 lw LAST WILL AND TESTAMENT OF: .00
Anne K. Jeffrey 05/05/2017
12/10/18 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
12/10/18 2.0 Application to Probate Will .00
12/10/18 2.1a Waiver of Notice of Probate of Will .00
Elizabeth Jeffrey Balderston,
Individually and as Trustee
12/10/18 2.3 Entry Admitting Will to Probate 15.00
12/10/18 2.3a Certificate of Service of Notice of .00
Probate of Will
12/10/18 2.1a Waiver of Notice of Probate of Will .00
Anne Jeffrey Wright
12/10/18 2.1a Waiver of Notice of Probate of Will .00
Sarah Jeffrey O'Neil
12/10/18 2.1a Waiver of Notice of Probate of Will .00
Robert Andrew K. Jeffrey
12/10/18 4.0 Application for Authority to Administer 5.00
Estate
12/10/18 4.2 Fiduciary's Bond/RLI Surety 280000.00 .00
CBS
J VanOrder
12/10/18 bacb Bond Application for CBS Agency .00
12/10/18 3.b Application to Dispense With Appraisal .00
12/10/18 3.be Entry Dispensing With Appraisal 5.00
12/10/18 4.0a Fiduciary's Acceptance .00
12/10/18 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
BALDERSTON, ELIZABETH JEFFREY (fidy)
12/10/18 dc Death Certificate .00
12/10/18 igf Indigent Guardianship Fund 30.00
12/10/18 adl Additional Letters of Authority 5.00
12/11/18 19k Notice of Case Schedule 1.00
03/01/19 mfl Application to Extend Administration .00
03/01/19 mfle Entry Extending Administration 5.00
03/01/19 6.0 Inventory 139747.57 17.00
03/01/19 6t Ohio Estate Tax Anticipated? n .00
03/01/19 6d Waiver of Notice of Hearing on Inventory .00
03/01/19 6.1 Schedule of Assets R/E: $139,747.57 .00
03/04/19 19k Notice of Case Schedule 1.00
03/04/19 6e Entry Setting Hearing on Inventory .00
03/11/19 cpi Confidential Personal Identifiers .00
03/28/19 6h Judgment Entry Approving Inventory .00
08/13/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/27/19 1ae Entry Increasing Bond 16000.00 5.00
RLI
12/27/19 4.2 Fiduciary's Bond 296000.00 .00
RLI
CBS
J VanOrder
12/27/19 bacb Bond Application for CBS Agency .00
12/30/19 cpi Confidential Personal Identifiers .00
12/30/19 6p Motion to Amend Inventory .00
12/30/19 6q Entry Amending Inventory 7979.83 5.00
12/30/19 st Status Letter 5.00
12/30/19 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/30/19 13a Fiduciary's Partial Account 01 22.00
12/30/19 13.1 Receipts and Disbursements .00
12/30/19 13.2 Assets Remaining in Fiduciary's Hands 147740.38 .00
12/31/19 13e Entry Setting Hearing on Account .00
02/11/20 13h Judgment Entry Approving Partial Account .00
04/22/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/02/20 13ek eNotice to File Account 0038501 .00
12/02/20 15ek eNotice to File Status Letter 0038501 .00
12/30/20 1ca Application for Attorney Fees 10.00
12/30/20 1cb Entry Approving Attorney Fees 1033.89 .00
12/30/20 fs Fee Schedule 13.00
12/30/20 1cc Consent to Attorney Fees .00
12/30/20 st Status Letter 5.00
12/30/20 cpi Confidential Personal Identifiers .00
12/30/20 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/30/20 13a Fiduciary's Partial Account 02 22.00
12/30/20 13.1 Receipts and Disbursements .00
12/30/20 13.2 Assets Remaining in Fiduciary's Hands 47445.20 .00
12/30/20 ad Additional Deposit Rec # 565282 85.00
12/30/20 1b Application to Reduce Bond 5.00
12/30/20 1be Entry to Reduce Bond 95000.00 5.00
CBS
12/31/20 13e Entry Setting Hearing on Account .00
02/11/21 13h Judgment Entry Approving Partial Account .00
12/01/21 13ek eNotice to File Account 0038501 .00
12/01/21 15ek eNotice to File Status Letter 0038501 .00
12/29/21 l LETTER:Cover Letter. 12/28/2021. .00
12/29/21 fr Funeral Receipt .00
12/29/21 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/29/21 1cc Consent to Attorney Fees 2112.00 .00
167.78
12/29/21 cpi Confidential Personal Identifiers .00
12/29/21 13.0 Fiduciary's Final Account 03 22.00
12/29/21 13.1 Receipts and Disbursements .00
12/29/21 Refund payment # 0000070735 18.00
12/30/21 13e Entry Setting Hearing on Account .00
02/10/22 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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