Case Docket

Case Number: 603738  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : DAVIS, PATRICIA A.
AKA : SIMPSON-DAVIS, PATRICIA


Date Code Description Reference Receipt Cost
04/16/20 01 Case Number (Daily Reporter) 10.00
04/16/20 02 Forms 10.00
04/16/20 03 Docketing & Index 15.00
04/16/20 04 Computerized Legal Research 3.00
04/16/20 05 Computer Fee 10.00
04/16/20 07 Legal Aid Trust Fund 26.00
04/16/20 08 Dispute Resolution Fund 15.00
04/16/20 16 Special Projects Fund 15.00
04/16/20 1.1 Full Estate Deposit Rec # 553937 250.00
04/16/20 lw LAST WILL AND TESTAMENT OF: 1 .00
Patricia A Davis 06/01/2012
04/16/20 1.0 Surviving Spouse, Next of Kin, Legatee- Y 2 .00
Devisee
04/16/20 2.0 Application to Probate Will 3 .00
04/16/20 2.3 Entry Admitting Will to Probate 3 15.00
04/16/20 4.0 Application for Authority to Administer 4 5.00
Estate
04/16/20 3.b Application to Dispense With Appraisal 4 .00
04/16/20 3.be Entry Dispensing With Appraisal 5 5.00
04/16/20 sum Franklin County Auditor's 5 .00
Real Estate Summary
04/16/20 4.0a Fiduciary's Acceptance 6 .00
04/16/20 4.5 Entry Appointing Fiduciary, Letter of 7 10.00
Authority
DAVIS, MERRIDITH (fidy)
04/16/20 dc Death Certificate 8 .00
Patricia Simpson-Davis
04/16/20 igf Indigent Guardianship Fund 30.00
04/16/20 adl Additional Letters of Authority 2.00
04/16/20 8.6a Surviving Spouse Waiver of Service of 9 .00
the Citation to Elect
04/16/20 6.0 Inventory 54200.00 17.00
10
04/16/20 6c Surviving Spouse Waiver of Taking Y .00
Inventory
04/16/20 6.1 Schedule of Assets R/E: 52200.00 .00
10
04/17/20 19k Notice of Case Schedule 11 1.00
04/17/20 6e Entry Setting Hearing on Inventory 12 .00
04/27/20 rr Return Receipt for Notice of Probate of 13 .00
Will: Michelle Simpson & Renee Simpson
04/27/20 2.3a Certificate of Service of Notice of 13 .00
Probate of Will
05/11/20 6h Judgment Entry Approving Inventory 14 .00
11/24/20 13m Citation to File Account sent to fidy 5.00
15
11/24/20 vcos Certificate of Service for Virtual Mail .00
11/24/20 vcs Virtual Service Mail Sent 5.60
Merridith Davis 352467
11/24/20 vcs Virtual Service Mail Sent 5.60
Byron Lee Potts 352474
12/08/20 vcr Virtual Service Returned .00
BLP 352474
12/24/20 8e Application to Extend Time for Surviving 16 .00
Spouse to File an Election to Take Under
or Against the Will.
12/24/20 mem Memorandum in Support 16 .00
12/24/20 cos Certificate of Service 16 .00
12/24/20 8se Entry Extending Time for Surviving 04/30/2021 5.00
Spouse to Make an Election to Take Under 16
or Against the Will.
01/11/21 8.3 Motion to Appoint Commissioner to Make 17 .00
Election
01/11/21 8.4 Entry Appointing Commissioner to Make 17 5.00
Election Of Surviving Spouse Filed with
the Court on or Before April 30, 2021
01/11/21 cc Certified Copy 1.00
01/28/21 sc Substitution of Counsel 0010856 .00
18
01/28/21 cos Certificate of Service 18 .00
01/28/21 8.2 Election of Surviving Spouse to Take 19 5.00
Against Will
01/29/21 8ac Entry Continuing Citation Hearing For 03/05/2021 5.00
Account 20
01/29/21 vcos Certificate of Service for Virtual Mail .00
01/29/21 vcs Virtual Service Mail Sent 5.60
Fiducary 361698
01/29/21 vcs Virtual Service Mail Sent 5.60
Attorney 361704
02/01/21 6 Application for Family Allowance 21 7.00
02/01/21 6.a Entry Approving Family Allowance Stone 5.00
21
02/01/21 l LETTER: cover 01/26/2021 21 .00
02/11/21 va ENTRY VACATING PRIOR ORDER/ATTORNEY 0010856 .00
Certificate of Service to: 22
William J Browning
02/23/21 vcr Virtual Service Returned .00
MD 361698
03/05/21 8ac Entry Continuing Citation Hearing For 04/09/2021 5.00
Account 23
03/05/21 cos Certificate of Service .00
03/05/21 rm Regular Mail Sent .00
Merridith Davis
Byron L Potts
03/05/21 dr Digital Record of Hearing RVM .00
03/05/2021 Hearing Room A
Time: 9:34:37 - 9:43:30 AM
03/19/21 l LETTER: 24 .00
Return Account Extend Adm,Court Costs
Assets Remaining Pages
03/24/21 13.4a Certificate of Service of Account to 25 .00
Heirs or Beneficiaries
03/24/21 13a Fiduciary's Partial Account 01 24.00
03/24/21 13.1 Receipts and Disbursements 26 .00
03/24/21 13.2 Assets Remaining in Fiduciary's Hands 52500.00 .00
26
03/25/21 13e Entry Setting Hearing on Account 27 .00
03/25/21 mfl Application to Extend Administration 28 .00
03/25/21 13o Entry Extending Time to File Account 03/24/2022 5.00
28
04/16/21 mem Memorandum in Support 29 .00
04/16/21 cos Certificate of Service 29 .00
04/20/21 md MOTION DOCKET: .00
04/20/21 m Motion to Set Aside Surviving Spouse 30 .00
Election to Take Against the Will
04/20/21 cos Certificate of Service 30 .00
05/05/21 13h Judgment Entry Approving Partial Account 31 .00
07/02/21 m Motion to remove fiduciary and fiduciary 32 .00
counsel
07/02/21 cos Certificate of Service 32 .00
07/02/21 1e Entry Setting Hearing 08/25/2021 5.00
-Motion to remove fiduciary and fidy 33
counsel
07/02/21 cos Certificate of Service 33 .00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/06/21 ad Additional Deposit Rec # 574441 6.00
07/06/21 ex Extra Pages 1.00
07/20/21 mo Magistrate's Order Dismissing Pending Duffy 5.00
Motions 34
-Hearing sched for 08/25/21 is CANCELLED
Motion removing fid counsel is DISMISSED
07/20/21 cos Certificate of Service .00
07/29/21 la Lay Person Application for Authority 35 .00
to Administer Estate.
07/29/21 e Entry MCD 35 .00
07/29/21 cos Certificate of Service 35 .00
08/25/21 20.7 Notice of Death of Fiduciary 36 .00
08/25/21 dc Death Certificate 36 .00
Merridith Davis
08/25/21 50p Entry Terminating and Ordering Final 09/30/2021 5.00
Account 36
10/01/21 13k Notice to File Account 0040246 1.00
01/26/22 13m Citation to File Account sent to fidy 5.00
37
01/26/22 vcos Certificate of Service for Virtual Mail 37 .00
01/26/22 vcs Virtual Service Mail Sent 6.18
Merridith Davis 409376
01/26/22 vcs Virtual Service Mail Sent 6.18
Byron Lee Potts 409383
02/01/22 vcr Virtual Service Returned .00
BLP 409383
02/07/22 vcmw Virtual Service Returned/NO SERVICE 38 .00
MERRIDITH DAVIS-DECEASED
03/24/22 l LETTER: cover 02/11/2022 39 .00
03/24/22 m Motion for Appointment of Independent 40 .00
Successor Fiduciary
03/24/22 mo Magistrate's Order Denying Motion for MCD 5.00
the Appointment of Independent Successor 41
Fiduciary
03/24/22 cos Certificate of Service 41 .00
03/25/22 8ac Entry Continuing Citation Hearing For 06/24/2022 5.00
Account 42
03/25/22 rm Regular Mail Sent .00
Byron L Potts
03/30/22 dr Digital Record of Hearing RVM .00
3/25/22 22A 9:36:39 - 9:47:39 am
06/08/22 1.1 Full Estate Deposit Rec # 591094 250.00
06/08/22 1.0 Surviving Spouse, Next of Kin, Legatee- N 43 .00
Devisee
06/08/22 4.0 Application for Authority to Administer 44 5.00
Estate
06/08/22 4.0a Fiduciary's Acceptance 45 .00
06/08/22 4.5 Entry Appointing Fiduciary, Letter of 46 10.00
Authority successor
SIMPSON, MICHELLE (fidy)
06/08/22 dl Copy of Driver's License of: 46 .00
06/08/22 igf Indigent Guardianship Fund 30.00
06/08/22 adl Additional Letters of Authority 1.00
06/09/22 19k Notice of Case Schedule 47 1.00
06/23/22 1ca Application for Attorney Fees 48 10.00
Byron L Potts
06/23/22 cos Certificate of Service 48 .00
06/23/22 fs Fee Schedule .00
06/23/22 1e Entry Setting Hearing 08/02/2022 5.00
-App for Atty Fees 9:00 AM
SIMPSON, MICHELLE (fidy)
49
06/23/22 eb Exhibit A .00
06/24/22 8ac Entry Continuing Citation Hearing For 09/02/2022 5.00
Account
DAVIS, MERRIDITH (fidy)
50
06/24/22 rm Regular Mail Sent .00
06/24/22 eb Exhibit .00
Zoom Hearing
06/27/22 dr Digital Record of Hearing HJW .00
6/24/22 22A 10:12:09 - 10:14:49 am
08/03/22 dr Digital Record of Hearing MCD .00
8/2/22 ZOOM
08/04/22 1da Application for Continuance of Hearing 51 .00
08/04/22 1de Entry Continuing Hearing 09/15/2022 5.00
9:00 AM
SIMPSON, MICHELLE (fidy)
51
08/04/22 eb Exhibit A .00
08/04/22 cos Certificate of Service .00
09/07/22 dr Digital Record of Hearing RVM .00
9/2/22 22A 9:53-10:03 am
09/08/22 8ac Entry Continuing Citation Hearing For 10/14/2022 5.00
Account
DAVIS, MERRIDITH (fidy)
52
09/08/22 vcos Certificate of Service for Virtual Mail 52 .00
09/08/22 vcs Virtual Service Mail Sent 6.57
Byron L Potts 480979
09/08/22 rm Regular Mail Sent .00
Byron L Potts
Christopher Signil
Michelle Simpson
09/15/22 eb Exhibit A REVISED .00
53
09/15/22 dr Digital Record of Hearing MCD .00
9/15/22 ZOOM
09/20/22 vcr Virtual Service Returned .00
BLP 480979
09/27/22 l LETTER: to Christopher Signil 54 .00
from Natalie A Kucera
10/14/22 dr Digital Record of Hearing RVM .00
10/14/22 22A 9:45:00 - 9:54:50 am
10/17/22 ej Entry (Judge) 01/20/2023 5.00
Hearing Continued 9:30am
55
10/17/22 cos Certificate of Service .00
10/17/22 eb Exhibit .00
Zoom Hearing
10/20/22 rc Resignation of Counsel 56 .00
Christopher Signil, attorney for
Michelle Simpson, moves this court for
an order to withdraw as counsel.
10/20/22 cos Certificate of Service 56 .00
10/20/22 mem Memorandum in Support 56 .00
10/20/22 eb Exhibit A .00
10/20/22 1e Entry Setting Hearing 12/07/2022 5.00
10:00 AM
SIMPSON, MICHELLE (fidy)
57
10/20/22 eb Exhibit A .00
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/16/22 m Motion to schedule a status conference 58 .00
to review estate of Patricia Davis.
11/16/22 1e Entry Setting Hearing 12/07/2022 5.00
-Status conference, atty Christopher 10:00 AM
Signil's Motion to Withdraw as counsel 58
also set for this date & time.
11/16/22 eb Exhibit A 58 .00
11/16/22 cos Certificate of Service 58 .00
12/07/22 dr Digital Record of Hearing MCD .00
12/7/22 ZOOM
12/07/22 mo Magistrate's Order Approving Application Duffy 5.00
For Attorney Fees 59
12/07/22 cos Certificate of Service 59 .00
12/14/22 mo Magistrate's Order Approving Attorney MCD 5.00
Withdrawal & Denying Application for 60
Certificate of Transfer
12/14/22 eb Exhibit A 60 .00
12/14/22 cos Certificate of Service 60 .00
12/20/22 m Motion 61 .00
-Request to grant an extension of time
to file a motion to set aside Magistrate
Order
12/20/22 e Entry MCD 5.00
-The Motion for extension of time is 61
granted & extended to 02/07/2023
12/20/22 cos Certificate of Service 61 .00
02/01/23 m Motion to Set Aside Magistrate's Order 62 .00
Approving Application for Atty Fees
02/01/23 att Attachments 62 .00
02/06/23 md MOTION DOCKET: .00
02/06/23 m Motion to Set Aside Magistrate's Order 63 .00
Approving Attorney Withdrawal & Denying
Application for Certificate of Transfer
02/06/23 cos Certificate of Service 63 .00
02/06/23 att Attachments 5.00
04/05/23 13m Citation to File Account sent to fidy 5.00
64
04/05/23 vcos Certificate of Service for Virtual Mail .00
04/05/23 vcs Virtual Service Mail Sent 6.85
Byron Lee Potts 487114
04/06/23 ej Judgment Entry Denying Motion to Set Mackey 5.00
Aside Magistrate's Order Issued 12/14/22 65
04/06/23 cos Certificate of Service .00
04/06/23 ej Judgment Entry Denying Motion to Set Mackey 5.00
Aside Magistrate's Order Issued 12/07/22 66
04/06/23 cos Certificate of Service .00
04/14/23 cc Certified Copy 4.00
05/03/23 mo Magistrate's Order Dismissing Citation. 67 5.00
The Court ordered the fiduciary of
Meredith Davis's estate t file the final
acct. of the Patricia Davis Estate.
05/03/23 ex Byron Potts does not represent the .00
fiduciary of Meredith Davis's estate.
05/03/23 cos Certificate of Service .00
05/09/23 13k Notice to File Account 0040246 1.00
68
05/17/23 50g Representation of Insolvency 69 .00
05/17/23 7.0 Schedule of Claims 69 5.00
05/17/23 cc Certified Copy 69 1.00
05/25/23 1e Entry Setting Remote Hearing 06/14/2023 5.00
-Representation of Insolvency 3:00 PM
SIMPSON, MICHELLE (fidy)
70
05/25/23 eb Exhibit a .00
05/31/23 mo Magistrate's Order Setting Status 06/14/2023 5.00
Conference 3:00 PM
71
05/31/23 eb Exhibit a .00
05/31/23 cos Certificate of Service .00
06/13/23 misc Exceptions to Fiduciary Claim of 72 .00
Insolvency
06/13/23 mem Memorandum in Support 72 .00
06/13/23 cos Certificate of Service 72 .00
06/14/23 dr Digital Record of Hearing MCD .00
6/14/23 ZOOM
07/19/23 13m Citation to File Account sent to fidy 5.00
73
07/19/23 vcos Certificate of Service for Virtual Mail .00
07/19/23 vcs Virtual Service Mail Sent 7.21
Michelle Simpson 507539
07/20/23 13m Citation to File Account sent to fidy 5.00
74
07/20/23 vcos Certificate of Service for Virtual Mail .00
07/20/23 vcs Virtual Service Mail Sent 7.21
Merridith Davis Deceased 507973
To Michelle Simpson
07/21/23 17d Magistrate's Decision 75 .00
-The rep. of insolvency filed by
Michelle Simpson is REJECTED, ordered to
file a land sale action by 09/22/2023
07/21/23 17b Notice To Attorneys and Parties .00
07/21/23 17c Findings of Fact .00
07/21/23 cos Certificate of Service .00
08/02/23 vcr Virtual Service Returned .00
MS 507539
08/02/23 vcr Virtual Service Returned .00
MDD 507973
08/04/23 ad Additional Deposit Rec # 611924 25.00
08/10/23 m Motion for Extension of Time to File 76 .00
Objections to the Magistrate's Decision
filed 07/21/2023
08/10/23 e Entry Granting Extension to 09/08/2023 MCD 76 5.00
08/10/23 cos Certificate of Service .00
08/11/23 jd Judge's Decision: The representation of 09/22/2023 5.00
insolvency filed by Michelle Simpson on 77
May 17, 2023 is rejected. Michelle S. is
Ordered to file a land sale action
08/11/23 cos Certificate of Service .00
Michelle Simpson
Renee Simpson
Jordan Brown, and Byron Potts
09/13/23 ej Entry Vacating Entry Mackey 5.00
Entry dated 08/11/2023 is hereby VACATED 78
09/13/23 cos Certificate of Service .00
09/27/23 8ac Entry Continuing Citation Hearing For 11/17/2023 5.00
Account
SIMPSON, MICHELLE (fidy)
79
09/27/23 eb Exhibit .00
10/02/23 e Entry MCD 80 .00
-The court extends the due date for
filing objections to 10/10/2023
10/02/23 cos Certificate of Service .00
10/03/23 ad Additional Deposit Rec # 614832 7.60
10/06/23 m Motion to Set Aside Magistrate's Order 81 .00
to File a Land Sale Action to Sell 179
Linfield Pl., Columbus, OH 43219
10/06/23 cos Certificate of Service .00
11/17/23 dr Digital Record of Hearing MCD .00
11/17/2023 / 22A
9:47:37am
11/28/23 8ac Entry Continuing Citation Hearing For 01/12/2024 5.00
Account
SIMPSON, MICHELLE (fidy)
82
11/28/23 rm Regular Mail Sent .00
11/28/23 eb Exhibit .00
Zoom Hearing
12/07/23 50k Application to Amend Letters of 83 .00
Authority
No entry/no charge
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/12/24 8ac Entry Continuing Citation Hearing For 03/22/2024 5.00
Account
SIMPSON, MICHELLE (fidy)
84
01/12/24 rm Regular Mail Sent .00
01/12/24 eb Exhibit .00
Zoom Hearing
02/09/24 noa Notice of Appearance of Counsel 85 .00
- Attorney for Ohio Department Of
Medicaid
02/09/24 cos Certificate of Service .00
03/05/24 ej Judgment Entry Overruling Objections & Mackey 5.00
Approving & Adopting the Magistrate's 86
Decision Issued 07/21/2023
03/05/24 cos Certificate of Service .00
03/22/24 8ac Entry Continuing Citation Hearing For 04/26/2024 5.00
Account
SIMPSON, MICHELLE (fidy)
87
03/22/24 rm Regular Mail Sent .00
03/22/24 eb Exhibit .00
Zoom Hearing
03/22/24 dr Digital Record of Hearing MCD .00
03/22/2024 / 22A
9:57:53am-10:03:33am
04/01/24 2.1 Notice of Appeal 88 .00
04/11/24 cot Certificate of Transcript of Docket 89 .00
04/16/24 ad Additional Deposit Rec # 624380 2.00
04/26/24 dr Digital Record of Hearing MCD .00
04/26/2024 22B
9:45:55am-9:48:16am
05/14/24 8ac Entry Continuing Citation Hearing For 05/31/2024 5.00
Account
SIMPSON, MICHELLE (fidy)
05/14/24 rm Regular Mail Sent .00
05/14/24 eb Exhibit .00
Zoom Hearing
05/28/24 ad Additional Deposit Rec # 626635 45.00
05/31/24 rusm Regular U.S. Mail .68
05/31/24 l LETTER:Account returned. Need 13.9. Need .00
13.1. Needs to be a final account for
Merridith Davis.
05/31/24 8ac Entry Continuing Citation Hearing For 06/21/2024 5.00
Account
SIMPSON, MICHELLE (fidy)
05/31/24 rm Regular Mail Sent .00
05/31/24 dr Digital Record of Hearing MCD .00
05/31/2024 / 22A
09:50:15am-10:55:53am
05/31/24 dr Digital Record of Hearing MCD .00
05/31/2024 / 22A
9:50:15am-10:55:53am
06/21/24 dr Digital Record of Hearing MCD .00
06/21/2024 / 22A
9:37:51am-10:24:11am
06/24/24 8ac Entry Continuing Citation Hearing For 07/12/2024 5.00
Account
DAVIS DECEASED, MERRIDITH (fidy)
06/24/24 rm Regular Mail Sent .00
Michelle Simpson
07/09/24 13a Fiduciary's Partial Account 01 22.00
SIMPSON, MICHELLE (fidy)
07/09/24 13.1 Receipts and Disbursements .00
07/09/24 13.2 Assets Remaining in Fiduciary's Hands 52200.00 .00
07/09/24 13.0 Fiduciary's Final Account 02 .00
DAVIS DECEASED, MERRIDITH (fidy)
07/10/24 13e Entry Setting Hearing on Account .00
07/11/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
07/11/24 mfl Application to Extend Administration .00
07/11/24 13o Entry Extending Time to File Account 07/11/2025 5.00
SIMPSON, MICHELLE (fidy)
08/20/24 13i Judgment Entry Approving Final Account .00
01/29/25 misc Decision Tenth Appellate District .00
01/29/25 ej Entry (Judge) BEATTY BLUNT 5.00
-Appellant's two assignments of error
are overruled & the judgment of the
Court is affirmed.
01/30/25 mo Magistrate's Order 03/26/2025 5.00
-Removal of Ms Simpson as Executor 10:00 AM
01/30/25 cos Certificate of Service .00
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/26/25 dr Digital Record of Hearing MCD .00
03/26/2025 / 22A
10:04:49am-10:21:57am
04/09/25 17d Magistrate's Decision MCD .00
*See Decision
04/09/25 17b Notice To Attorneys and Parties .00
04/09/25 17c Findings of Fact .00
04/09/25 cos Certificate of Service .00
05/01/25 noa Notice of Appearance of Counsel .00
- Kimberly D. Lawrence for Michelle
Simpson
05/19/25 4.2B Copy of Bond Documents .00
05/19/25 ad Additional Deposit Rec # 644766 25.68
06/24/25 4.2 Entry Approving Fiduciary's Bond 105000.00 5.00
Colonial
06/24/25 misc Fiduciary Bond .00
07/31/25 3.a Application to Appoint Appraiser .00
07/31/25 ad Additional Deposit Rec # 648800 5.00
08/14/25 3.ae Entry Appointing Appraiser 164 5.00
08/14/25 ad Additional Deposit Rec # 649465 5.00
08/20/25 10j Consent to Power to Sell Real Estate 1.00
-Renee Simpson
-Michelle Simpson
08/20/25 ad Additional Deposit Rec # 649856 1.00
08/22/25 50k Application to Amend Letters of .00
Authority
08/22/25 4.5 Entry Appointing Fiduciary, Letter of MCD 10.00
Authority
SIMPSON, MICHELLE (Fidy)
08/22/25 ad Additional Deposit Rec # 650013 10.00
08/22/25 igf Indigent Guardianship Fund 30.00
08/22/25 adl Additional Letters of Authority 2.00
08/22/25 rusm Regular U.S. Mail .74
03/09/26 13m Citation to File Account sent to fidy 5.00
03/09/26 vcos Certificate of Service for Virtual Mail .00
03/09/26 vcs Virtual Service Mail Sent 8.86
Michelle Simpson 121844
03/09/26 vcs Virtual Service Mail Sent 8.86
Kimberly D Lawrence 121851
03/31/26 vcr Virtual Service Returned .00
F02 121844
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/04/26 8ac Entry Continuing Citation Hearing For 05/29/2026 5.00
Account
05/04/26 rm Regular Mail Sent .00
Michelle Simpson
Kimberly Lawrence
BALANCE DUE 60.46
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