Case Docket

Case Number: 608685  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SHEPHERD, DAILY, JR.
AKA : SHEPHERD, DAILEY, JR.


Date Code Description Reference Receipt Cost
03/04/21 01 Case Number (Daily Reporter) 10.00
03/04/21 02 Forms 10.00
03/04/21 03 Docketing & Index 15.00
03/04/21 04 Computerized Legal Research 3.00
03/04/21 05 Computer Fee 10.00
03/04/21 07 Legal Aid Trust Fund 26.00
03/04/21 08 Dispute Resolution Fund 15.00
03/04/21 16 Special Projects Fund 15.00
03/04/21 1.1 Full Estate Deposit Rec # 568377 300.00
03/04/21 lw LAST WILL AND TESTAMENT OF: .00
Daily Shepherd Jr 09/15/2003
03/04/21 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
03/04/21 2.0 Application to Probate Will .00
03/04/21 2.3 Entry Admitting Will to Probate 15.00
03/04/21 4.0 Application for Authority to Administer 5.00
Estate
03/04/21 misc Declination of Appoint as Executor .00
William A. Good, Individually & as
Trustee
03/04/21 dc Death Certificate .00
D Otisa Shepherd
03/04/21 misc Ohio Department of Rehabilitation and .00
Correction Record of Dailey Shepherd
03/04/21 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS AGENCY
N Romanelli
03/04/21 bacb Bond Application for CBS Agency .00
03/04/21 3.b Application to Dispense With Appraisal .00
03/04/21 3.be Entry Dispensing With Appraisal 5.00
03/04/21 sum Franklin County Auditor's .00
Real Estate Summary
03/04/21 4.0a Fiduciary's Acceptance .00
03/04/21 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SHEPHERD, RUBY L. (fidy)
03/04/21 dc Death Certificate .00
Dailey Shepherd Jr
03/04/21 igf Indigent Guardianship Fund 30.00
03/04/21 adl Additional Letters of Authority 9.00
03/08/21 19k Notice of Case Schedule 1.00
04/09/21 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee - AMENDED AMENDED
04/15/21 2.3a Certificate of Service of Notice of .00
Probate of Will
04/15/21 rr Return Receipt for Notice of Probate of .00
Will: Dailey L. Shepherd
04/15/21 rr Return Receipt for Notice of Probate of .00
Will: Courtland B. Crego
07/16/21 6m Citation to File Inventory sent to fidy 5.00
07/19/21 vcos Certificate of Service for Virtual Mail .00
07/19/21 vcs Virtual Service Mail Sent 5.60
Ruby L Shepherd 386127
07/19/21 vcs Virtual Service Mail Sent 5.60
John N Lindsey 386134
07/25/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/15/21 8ic Entry Continuing Citation Hearing For 11/05/2021 5.00
Inventory
09/15/21 rm Regular Mail Sent .00
John Lindsey
11/08/21 1ae Entry Increasing Bond 272000.00 5.00
RLI
11/08/21 4.2 Fiduciary's Bond/RLI Surety 312000.00 .00
CBS
N Romanelli
11/08/21 bacb Bond Application for CBS Agency .00
11/08/21 6.0 Inventory 184194.17 17.00
11/08/21 6t Ohio Estate Tax Anticipated? n .00
11/08/21 6.1 Schedule of Assets R/E: $48,500.00 .00
11/09/21 6e Entry Setting Hearing on Inventory .00
12/06/21 6h Judgment Entry Approving Inventory .00
02/16/22 13m Citation to File Account sent to fidy 5.00
02/17/22 vcos Certificate of Service for Virtual Mail .00
02/17/22 vcs Virtual Service Mail Sent 6.18
Ruby L Shepherd 419726
02/17/22 vcs Virtual Service Mail Sent 6.18
John N Lindsey 419733
02/23/22 vcr Virtual Service Returned .00
JNL 419733
03/11/22 vcmw Virtual Service Returned/NO SERVICE .00
RUBY L Shepherd-UPADE ADDRESS
03/21/22 mfl Application to Extend Administration .00
03/21/22 13o Entry Extending Time to File Account 09/06/2022 5.00
11/21/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/29/22 m Motion .00
-All beneficiaries are in agreement with
the replacement of Ruby Shepherd with
Catherine Ross as estate administrator.
11/29/22 4.a Waiver of Right to Administer .00
Dailey L. Sheperd
Courtland B. Crego
11/29/22 att Attachments .00
11/29/22 1e Entry Setting Hearing 01/27/2023 5.00
-Motion to remove administrator 9:00 AM
11/29/22 eb Exhibit A .00
11/29/22 ex Extra Pages 12.00
12/14/22 ad Additional Deposit Rec # 600418 18.00
01/27/23 11a Request for Acceptance of Resignation of 5.00
Fiduciary
01/27/23 11b Entry Accepting Resignation and Ordering 03/30/2023 5.00
Final Account
01/30/23 l LETTER: 01/26/2023 .00
TO: Monica Harris
FROM: John Neil Lindsey
01/30/23 misc Information Filing Onlu .00
01/30/23 l LETTER: 01/26/2023 .00
TO: Judge Mackey
FROM: Victoria Carter
01/30/23 cor Correspondence Received (NOT EVIDENCE) .00
03/23/23 1.1 Full Estate Deposit Rec # 605083 250.00
New appointment
Catherine Ross, WWA
03/23/23 4.0 Application for Authority to Administer 5.00
Estate
03/23/23 2.1a Waiver of Notice of Probate of Will .00
Catherine Ross
03/23/23 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
03/23/23 4.2 Fiduciary's Bond 312000.00 .00
Westfield
03/23/23 poa Power of Attorney .00
03/23/23 4.0a Fiduciary's Acceptance .00
03/23/23 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
ROSS, CATHERINE (fidy)
03/24/23 19k Notice of Case Schedule 1.00
03/24/23 1e Entry Setting Remote Hearing 05/22/2023 5.00
-Application for Attorney Fees 3:00 PM
ROSS, CATHERINE (fidy)
03/24/23 1ca Application for Attorney Fees 10.00
Joy L. Marshall
03/24/23 fs Fee Schedule .00
03/24/23 eb Exhibit A .00
03/24/23 cos Certificate of Service .00
03/24/23 1e Entry Setting Remote Hearing 05/22/2023 5.00
-Application for Attorney Fees 3:00 PM
ROSS, CATHERINE (fidy)
03/29/23 igf Indigent Guardianship Fund 30.00
04/11/23 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
04/11/23 l Cover letter from Atty's office .00
Dated: 04/05/2023
04/11/23 rusm Regular U.S. Mail .60
04/21/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/21/23 13.0 Fiduciary's Final Account 01 23.00
SHEPHERD, RUBY L. (fidy)
04/21/23 13.1 Receipts and Disbursements .00
04/21/23 r Receipt .00
04/24/23 13e Entry Setting Hearing on Account .00
04/24/23 l LETTER: cover 04/19/2023 .00
04/24/23 1ca Application for Attorney Fees 10.00
John Neil Lindsey
04/24/23 1cd Application for Fiduciary Fees 10.00
Ruby L Shepherd
04/24/23 1cc Consent to Attorney Fees .00
Courtland B Crego
04/24/23 fs Fee Schedule 5.00
04/24/23 1e Entry Setting Hearing 05/22/2023 5.00
3:00 PM
SHEPHERD, RUBY L. (fidy)
04/24/23 eb Exhibit a .00
05/22/23 cr Certified Mail Returned -Complete .00
Hearing on App for Atty & Fid Fees
Daily L Shepherd & Coourtland B Crego
05/22/23 dr Digital Record of Hearing JAA .00
5/22/23 ZOOM
05/31/23 mo Magistrate's Order 06/22/2023 5.00
-Matter Continued 10:00 AM
05/31/23 eb Exhibit a .00
05/31/23 cos Certificate of Service .00
06/05/23 13i Judgment Entry Approving Final Account .00
06/05/23 mo Magistrate's Order 07/28/2023 5.00
-hearing continued 10:00 AM
06/05/23 eb Exhibit a .00
06/05/23 cos Certificate of Service .00
06/20/23 cos Certificate of Service .00
06/20/23 att Attachments .00
Response to fee objection
06/21/23 cos Certificate of Service AMENDED .00
06/22/23 misc Withdraw of Motion for Attorney Fees .00
06/22/23 cos Certificate of Service .00
06/22/23 dr Digital Record of Hearing JAA .00
6/22/23 ZOOM
06/26/23 mo Magistrate's Order JAA 5.00
-Joy Marshall's motion is WITHDRAWN.
07/11/23 1cc Consent to Attorney Fees .00
Daily L Shepherd
07/12/23 ob Objections to Fiduciary Account Filing .00
for Consent to Attorney Fees & Statutory
Fiduciary Fee by Attorney John Lindsey
07/12/23 cos Certificate of Service .00
07/12/23 eb Exhibits A-G 18.00
07/12/23 ob Objections to Motion for Attorney Fees .00
07/12/23 cos Certificate of Service .00
07/12/23 eb Exhibit A-C .00
07/12/23 misc Ohio Durable Power of Attorney .00
07/13/23 mo Magistrate's Order Allowing Withdrawl of JAA 5.00
Objections & Vacating Hearing
-The fee application is withdrawn &
the hearing on 07/28/23 is vacated.
07/13/23 cos Certificate of Service .00
07/13/23 1cc Consent to Attorney Fees .00
Daily L. Shepherd
07/13/23 morf Magistrate's Order Regarding Fees 7061.70 .00
07/25/23 rmr Regular Mail Returned NOT COMPLETE .00
Courtland Crego
08/02/23 mfl Application to Extend Administration .00
08/02/23 mfle Entry Extending Administration 5.00
ROSS, CATHERINE (fidy)
08/03/23 19k Notice of Case Schedule 1.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/11/24 13m Citation to File Account sent to fidy 5.00
09/11/24 vcos Certificate of Service for Virtual Mail .00
09/11/24 vcs Virtual Service Mail Sent 8.16
Catherine Ross 017666
09/11/24 vcs Virtual Service Mail Sent 8.16
Nicholas D Laudato 017673
09/13/24 15m Citation to File Status Letter sent to fidy 5.00
09/13/24 vcos Certificate of Service for Virtual Mail .00
09/13/24 vcs Virtual Service Mail Sent 8.16
Catherine Ross 020598
09/13/24 vcs Virtual Service Mail Sent 8.16
Nicholas D Laudato 020604
09/17/24 vcr Virtual Service Returned .00
A0086553 017673
09/24/24 vcr Virtual Service Returned .00
A86553 020604
DEPOSIT REMAINING 90.20
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