Case Docket

Case Number: 602214  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : PENN, JOYCE E.
AKA :


Date Code Description Reference Receipt Cost
01/13/20 01 Case Number (Daily Reporter) 10.00
01/13/20 02 Forms 10.00
01/13/20 03 Docketing & Index 15.00
01/13/20 04 Computerized Legal Research 3.00
01/13/20 05 Computer Fee 10.00
01/13/20 07 Legal Aid Trust Fund 26.00
01/13/20 08 Dispute Resolution Fund 15.00
01/13/20 16 Special Projects Fund 15.00
01/13/20 1.1 Full Estate Deposit Rec # 549294 250.00
01/13/20 lw LAST WILL AND TESTAMENT OF: .00
Joyce E Penn 08/02/2018
01/13/20 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
01/13/20 2.0 Application to Probate Will .00
01/13/20 2.1a Waiver of Notice of Probate of Will .00
David Joshua Penn, individually and
as Executor
01/13/20 2.3 Entry Admitting Will to Probate 15.00
01/13/20 2.3a Certificate of Service of Notice of .00
Probate of Will
01/13/20 2.1a Waiver of Notice of Probate of Will .00
Gerald Bradley Penn
01/13/20 2.1a Waiver of Notice of Probate of Will .00
Gerald M Penn
01/13/20 4.0 Application for Authority to Administer 5.00
Estate
01/13/20 4.a Waiver of Right to Administer .00
Gerald Bradley Penn
01/13/20 4.0a Fiduciary's Acceptance .00
01/13/20 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
PENN, DAVID JOSHUA (fidy)
01/13/20 dc Death Certificate .00
Joyce Earl Penn
01/13/20 igf Indigent Guardianship Fund 30.00
01/13/20 adl Additional Letters of Authority 5.00
01/14/20 19k Notice of Case Schedule 1.00
01/14/20 8.9 Summary of General Rights of Surviving .00
Spouse
01/14/20 8.0 Citation to Surviving Spouse 5.00
01/14/20 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
01/14/20 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 5.60
Gerald M Penn 309782
02/03/20 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
GMP 309782
04/15/20 6.4 Application to Extend Time to File .00
Inventory
04/15/20 6.5 Entry Extending Time to File Inventory 06/15/2020 5.00
04/21/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/18/20 6.4 Application to Extend Time to File .00
Inventory
06/18/20 6.5 Entry Extending Time to File Inventory 09/30/2020 5.00
07/14/20 mfl Application to Extend Administration .00
07/14/20 mfle Entry Extending Administration 5.00
07/15/20 19k Notice of Case Schedule 1.00
10/01/20 6.4 Application to Extend Time to File .00
Inventory
10/01/20 6.5 Entry Extending Time to File Inventory 11/30/2020 5.00
01/05/21 6m Citation to File Inventory sent to fidy 5.00
01/05/21 vcos Certificate of Service for Virtual Mail .00
01/05/21 vcs Virtual Service Mail Sent 5.60
David Joshua Penn 355901
01/05/21 vcs Virtual Service Mail Sent 5.60
Pamela W Bridgeport 355918
01/25/21 vcr Virtual Service Returned .00
PWB 355918
02/12/21 13n Application to Extend Time to File .00
Account
02/12/21 13o Entry Extending Time to File Account 04/16/2021 5.00
02/12/21 3.b Application to Dispense With Appraisal .00
02/12/21 3.be Entry Dispensing With Appraisal 5.00
02/12/21 6.0 Inventory 97283.53 17.00
02/12/21 6t Ohio Estate Tax Anticipated? n .00
02/12/21 6c Surviving Spouse Waiver of Taking n .00
Inventory
02/12/21 6d Waiver of Notice of Hearing on Inventory .00
02/12/21 6.1 Schedule of Assets R/E: No/Re .00
02/17/21 6e Entry Setting Hearing on Inventory .00
03/12/21 6h Judgment Entry Approving Inventory .00
04/16/21 13n Application to Extend Time to File .00
Account
04/16/21 13o Entry Extending Time to File Account 06/18/2021 5.00
05/13/21 adl Additional Letters of Authority 3.00
06/22/21 ad Additional Deposit Rec # 573715 49.00
07/04/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/13/21 6.b Report of Newly Discovered Assets 7.00
07/13/21 6.be Entry Approving Report of Newly 2411.68 5.00
Assets
07/13/21 13v Waiver Of Notice of Hearing and Consent .00
to Account
07/13/21 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
07/13/21 13a Fiduciary's Partial Account 01 22.00
07/13/21 13.1 Receipts and Disbursements .00
07/13/21 13.2 Assets Remaining in Fiduciary's Hands 60927.52 .00
07/13/21 ex Extra Pages 2.00
07/13/21 st Status Letter 5.00
07/14/21 13e Entry Setting Hearing on Account .00
08/24/21 13h Judgment Entry Approving Partial Account .00
06/14/22 13k Notice to File Account 0084047 1.00
06/14/22 15k Notice to File Status Letter 0084047 1.00
07/21/22 13n Application to Extend Time to File .00
Account
07/21/22 13o Entry Extending Time to File Account 09/15/2022 5.00
10/28/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/30/23 6.b Report of Newly Discovered Assets 7.00
01/30/23 6.be Entry Approving Report of Newly 2985.33 5.00
Assets
01/30/23 st Status Letter 5.00
01/30/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
01/30/23 13a Fiduciary's Partial Account 02 22.00
01/30/23 13.1 Receipts and Disbursements .00
01/30/23 13.2 Assets Remaining in Fiduciary's Hands 12941.95 .00
01/30/23 ex Extra Pages 2.00
01/30/23 ad Additional Deposit Rec # 602567 100.00
01/31/23 13e Entry Setting Hearing on Account .00
03/13/23 13h Judgment Entry Approving Partial Account .00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/03/24 13k Notice to File Account 0084047 1.00
01/03/24 15k Notice to File Status Letter 0084047 1.00
02/06/24 13n Application to Extend Time to File .00
Account
02/06/24 13o Entry Extending Time to File Account 04/05/2024 5.00
08/27/24 13m Citation to File Account sent to fidy 5.00
08/28/24 vcos Certificate of Service for Virtual Mail .00
08/28/24 vcs Virtual Service Mail Sent 8.16
David Joshua Penn 014559
08/28/24 vcs Virtual Service Mail Sent 8.16
Pamela W Bridgeport 014566
08/29/24 15m Citation to File Status Letter sent to fidy 5.00
08/30/24 vcos Certificate of Service for Virtual Mail .00
08/30/24 vcs Virtual Service Mail Sent 8.16
David Josua Penn 015204
08/30/24 vcs Virtual Service Mail Sent 8.16
Pamela W Bridgeport 015211
09/10/24 vcr Virtual Service Returned .00
F01 014559
09/10/24 vcr Virtual Service Returned .00
A84047 014566
09/10/24 vcr Virtual Service Returned .00
F01 015204
09/10/24 vcr Virtual Service Returned .00
A84047 015211
09/17/24 6.b Report of Newly Discovered Assets 7.00
09/17/24 6.be Entry Approving Report of Newly 13207.06 5.00
Assets
09/17/24 att Attachments .00
09/17/24 1cc Consent to Attorney Fees 100% 17990.92 .00
506.32
09/17/24 fs Fee Schedule 4.00
09/17/24 13v Waiver Of Notice of Hearing and Consent .00
to Account
09/17/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/17/24 l LETTER: Return account .00
Box must be checked on 2nd page 13.0 and
final court cost.
09/30/24 13.0 Fiduciary's Final Account 03 23.00
09/30/24 13.1 Receipts and Disbursements .00
09/30/24 fc Final Costs Rec # 632871 32.44
10/01/24 13e Entry Setting Hearing on Account .00
11/12/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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