Case Docket

Case Number: 610989  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : PORTMAN, JAMES J.
AKA :

Date Code Description Reference Receipt Cost
06/29/21 01 Case Number (Daily Reporter) 10.00
06/29/21 02 Forms 10.00
06/29/21 03 Docketing & Index 15.00
06/29/21 04 Computerized Legal Research 3.00
06/29/21 05 Computer Fee 10.00
06/29/21 07 Legal Aid Trust Fund 26.00
06/29/21 08 Dispute Resolution Fund 15.00
06/29/21 16 Special Projects Fund 15.00
06/29/21 1.1 Full Estate Deposit Rec # 574103 250.00
06/30/21 lw LAST WILL AND TESTAMENT OF: .00
James J. Portman 07/16/1997
06/30/21 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
06/30/21 2.0 Application to Probate Will .00
06/30/21 2.1a Waiver of Notice of Probate of Will .00
Charles Robert Portman
Aaron Petersheim
06/30/21 2.3 Entry Admitting Will to Probate 15.00
06/30/21 2.3a Certificate of Service of Notice of .00
Probate of Will
06/30/21 2.1a Waiver of Notice of Probate of Will .00
Kathryn Portman
06/30/21 4.0 Application for Authority to Administer 5.00
Estate
06/30/21 4.0a Fiduciary's Acceptance .00
06/30/21 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
PORTMAN, CHARLES ROBERT (fidy)
06/30/21 dc Death Certificate .00
James J. Portman
06/30/21 igf Indigent Guardianship Fund 30.00
06/30/21 adl Additional Letters of Authority 3.00
07/01/21 19k Notice of Case Schedule 1.00
07/12/21 2.1a Waiver of Notice of Probate of Will .00
Elizabeth Portman
07/29/21 3.a Application to Appoint Appraiser .00
07/29/21 3.ae Entry Appointing Appraiser 46 5.00
10/01/21 6.4 Application to Extend Time to File .00
Inventory
10/01/21 6.5 Entry Extending Time to File Inventory 12/30/2021 5.00
12/29/21 l LETTER:Cover Letter. 12/23/2021. .00
12/29/21 mfl Application to Extend Administration .00
12/29/21 13o Entry Extending Time to File Account 06/30/2022 5.00
12/29/21 l LETTER:Full disclosure for all investmen .00
t accounts. More detail for all Americo
accounts.
01/26/22 6.0 Inventory 128901.47 17.00
01/26/22 6t Ohio Estate Tax Anticipated? N .00
01/26/22 6n Appraiser's Certificate V 3.00
01/26/22 6d Waiver of Notice of Hearing on Inventory .00
01/26/22 6.1 Schedule of Assets R/E: No R/E .00
01/27/22 6e Entry Setting Hearing on Inventory .00
02/22/22 6h Judgment Entry Approving Inventory .00
03/04/22 9.0 Application By Fiduciary for Authority 10.00
to Purchase Personal Property Form the
Estate
03/04/22 cos Certificate of Service .00
03/04/22 9j Consent to Power to Sell Personal .00
Property
03/04/22 9.3 Entry Authorizing Sale of Personal 5.00
Property
05/31/22 l LETTER: .00
This will be no Medicaid claim
Concerning the above estate.
06/16/22 l LETTER:Cover Letter. 06/13/2022 .00
06/16/22 mfl Application to Extend Administration .00
06/16/22 mfle Entry Extending Administration 5.00
06/21/22 19k Notice of Case Schedule 1.00
08/04/22 mfl Application to Extend Administration .00
08/04/22 13o Entry Extending Time to File Account 10/03/2022 5.00
10/06/22 mfl Application to Extend Administration .00
10/06/22 13o Entry Extending Time to File Account 12/16/2022 5.00
Partial and status letter
11/30/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/19/22 13a Fiduciary's Partial Account 01 24.00
12/19/22 13.1 Receipts and Disbursements .00
12/19/22 13.2 Assets Remaining in Fiduciary's Hands 118183.42 .00
12/19/22 13v Waiver Of Notice of Hearing and Consent .00
to Account
12/19/22 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/19/22 cpi Confidential Personal Identifiers .00
12/19/22 r Receipt .00
12/19/22 st Status Letter 5.00
12/20/22 13e Entry Setting Hearing on Account .00
01/31/23 13h Judgment Entry Approving Partial Account .00
10/05/23 ad Additional Deposit Rec # 614974 37.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/21/23 13k Notice to File Account 0065341 1.00
11/22/23 15k Notice to File Status Letter 0065341 1.00
11/29/23 l LETTER:Cover Letter. 11/22/2023 .00
11/29/23 l LETTER:Account returned. Need updated .00
form 13.0.
12/18/23 l LETTER:Cover Letter. 12/11/2023 .00
12/18/23 1cc Consent to Attorney Fees 12000.00 .00
972.98
12/18/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/18/23 13v Waiver Of Notice of Hearing and Consent .00
to Account
12/18/23 r Receipt .00
12/18/23 13.0 Fiduciary's Final Account 02 22.00
12/18/23 13.1 Receipts and Disbursements .00
12/18/23 ex Extra Pages .00
12/19/23 13e Entry Setting Hearing on Account .00
12/29/23 13l Entry Extending Publication Hearing for 02/29/2024 .00
Account Per TAMc
01/05/24 ej Entry (Judge) SettingRemote Hearing 02/06/2024 5.00
Final account and attorney fees 11:30 AM
01/05/24 cos Certificate of Service .00
01/05/24 eb Exhibit .00
Zoom Hearing
01/09/24 13l STAT ONLY 03/29/2024 .00
01/22/24 l LETTER: cover 01/16/2024 .00
01/22/24 ad Additional Deposit Rec # 620185 3.00
01/30/24 ad Additional Deposit Rec # 620559 2.00
02/06/24 dr Digital Record of Hearing JDM .00
02/06/2024 / Zoom
02/12/24 ej Judgment Entry Approving Attorney Fees MACKEY 5.00
12972.98
02/12/24 cos Certificate of Service .00
02/23/24 ad Additional Deposit Rec # 621828 5.00
02/23/24 l LETTER: cover 02/19/2024 .00
03/01/24 rmr Regular Mail Returned/Not Complete .00
Katherine E. Portman
03/18/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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