Case Docket

Case Number: 611404  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : SANTAMARIA, JOSE I.
AKA : SANTAMARIA, JOSE IGNACIO


Date Code Description Reference Receipt Cost
07/19/21 01 Case Number (Daily Reporter) 10.00
07/19/21 04 Computerized Legal Research 3.00
07/19/21 05 Computer Fee 10.00
07/19/21 08 Dispute Resolution Fund 15.00
07/19/21 16 Special Projects Fund 15.00
07/19/21 1.1 Full Estate Deposit Rec # 575098 350.00
07/19/21 4.0 Application for Authority to Administer 5.00
Estate
07/19/21 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
07/19/21 4.a Waiver of Right to Administer .00
Toi L. Santamaria
Clayton Santamaria, Sr.
Marcos Santamaria
07/19/21 4.a Waiver of Right to Administer .00
Linna A. Jordan
07/19/21 4.a Waiver of Right to Administer .00
Kcasey Santamaria
07/19/21 4.a Waiver of Right to Administer .00
Christopher Santamaria
07/19/21 4.a Waiver of Right to Administer .00
Tonja D.R. Lowe
07/19/21 4.a Waiver of Right to Administer .00
Trekeith Santamaria
07/19/21 4.a Waiver of Right to Administer .00
Tianna V.L. Santamaria
07/19/21 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
colsbarassn
N Romanelli
07/19/21 bacb Bond Application for CBS Agency .00
07/19/21 3.a Application to Appoint Appraiser .00
07/19/21 3.ae Entry Appointing Appraiser 35 5.00
07/19/21 4.0a Fiduciary's Acceptance .00
07/19/21 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SANTAMARIA-COHEN, ANITA M. (fidy)
07/19/21 dc Death Certificate .00
Jose I. Santamaria
07/19/21 igf Indigent Guardianship Fund 30.00
07/19/21 adl Additional Letters of Authority 2.00
07/20/21 19k Notice of Case Schedule 1.00
07/20/21 8.9 Summary of General Rights of Surviving .00
Spouse
07/20/21 8.0 Citation to Surviving Spouse 5.00
07/20/21 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
07/20/21 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 5.60
Toi L Santamaria 386141
07/25/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/09/21 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
TLS 386141
10/15/21 6.4 Application to Extend Time to File .00
Inventory
10/15/21 6.5 Entry Extending Time to File Inventory 11/19/2021 5.00
10/22/21 l LETTER: Honorable Judge Jeffrey D Mackey .00
From: Toi L Santamaria
11/22/21 l LETTER:Cover Letter. .00
11/22/21 cpi Confidential Personal Identifiers .00
11/22/21 1ae Entry Increasing Bond 256000.00 5.00
RLI
11/22/21 4.2 Fiduciary's Bond/RLI Surety 296000.00 .00
RLI
N Romanelli
11/22/21 bacb Bond Application for CBS Agency .00
11/23/21 l LETTER:Need form 6n. .00
11/23/21 rusm Regular U.S. Mail .58
12/03/21 l LETTER:Cover Letter. .00
12/03/21 6.0 Inventory 147863.59 17.00
12/03/21 6t Ohio Estate Tax Anticipated? n .00
12/03/21 6n Appraiser's Certificate v 3.00
Ronald A. Robins.
12/03/21 6c Surviving Spouse Waiver of Taking .00
Inventory
12/03/21 6.1 Schedule of Assets R/E: 138500.00 .00
12/06/21 6e Entry Setting Hearing on Inventory .00
12/30/21 6h Judgment Entry Approving Inventory .00
01/18/22 mfl Application to Extend Administration .00
01/18/22 mfle Entry Extending Administration 5.00
01/19/22 19k Notice of Case Schedule 1.00
01/19/22 l LETTER from Atty Thomas Taneff .00
01/19/22 cr Certified Mail Returned .00
from Administrator for Medicaid Recovery
01/19/22 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
01/19/22 l Cover Letter from Atty Thomas Taneff Co .00
08/22/22 l LETTER:Cover Letter. 08/18/2022 .00
08/22/22 st Status Letter 5.00
08/22/22 13n Application to Extend Time to File .00
Account
08/22/22 13o Entry Extending Time to File Account 09/30/2022 5.00
09/07/22 l LETTER:Cover Letter. 08/18/2022 .00
09/07/22 13.3 Waiver of Partial Account 5.00
12/01/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/25/23 15ek eNotice to File Status Letter 0039959 .00
08/08/23 13ek eNotice to File Account 0039959 .00
08/29/23 st Status Letter 5.00
09/14/23 13.3 Waiver of Partial Account 5.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/31/23 m Motion of Surviving Spouse to receive .00
Mansion house.
10/31/23 1e Entry Setting Remote Hearing 12/08/2023 5.00
11:00 AM
10/31/23 eb Exhibit A .00
10/31/23 cos Certificate of Service .00
11/29/23 50g Representation/Report of Insolvency .00
11/29/23 7.0 Schedule of Claims 5.00
11/29/23 2w Waiver of Notice of Hearing .00
Anita M Santamaria-Cohen, Michelle
Seneco,& CL Becker & Assoc Inc
11/29/23 4.0e Entry Setting Hearing and Ordering 12/08/2023 5.00
Notice 11:00 AM
11/29/23 eb Exhibit a .00
12/04/23 rmr Regular Mail Returned/Not Complete .00
Thomas Blackburn
12/08/23 1da Application for Continuance of Hearing .00
12/08/23 1de Entry Continuing Hearing 02/29/2024 5.00
9:00 AM
12/08/23 eb Exhibit A .00
12/08/23 cos Certificate of Service .00
02/29/24 dr Digital Record of Hearing TAS .00
02/29/2024 / Zoom
04/22/24 m Motion for Re-Appraisal .00
04/22/24 cos Certificate of Service .00
04/22/24 ej Journal Entry Granting Motion for Re- MACKEY 5.00
Appraisal
04/22/24 1.0 Surviving Spouse, Next of Kin, Legatee- y .00
Devisee
04/22/24 50k Application to Amend Letters of .00
Authority
04/22/24 50l Entry Amending Letters of Authority TAS 5.00
04/22/24 al Amended Letters of Authority AMENDED .00
04/22/24 adl Additional Letters of Authority 2.00
06/14/24 l LETTER: 06/11/2024 .00
TO: James P. Seguin
FROM: Thomas A. Stone
06/14/24 misc Toi Lynn Sugga Santamaria Docs .00
07/02/24 1de Entry Continuing Remote Hearing 08/19/2024 5.00
9:00 AM
07/02/24 eb Exhibit A .00
07/02/24 cos Certificate of Service .00
07/29/24 15ek eNotice to File Status Letter 0039959 .00
08/16/24 13ek eNotice to File Account 0039959 .00
08/19/24 dr Digital Record of Hearing TAS .00
08/19/2024 / Zoom
08/21/24 17d Magistrate's Decision TAS .00
-The application of Toi Santamaria to
take the mansion house of Jose Santamar-
ia be dismissed, atty withdraw granted.
08/21/24 17b Notice To Attorneys and Parties .00
08/21/24 17c Findings of Fact .00
08/21/24 cos Certificate of Service .00
08/26/24 st Status Letter 5.00
08/30/24 ob Objections .00
09/06/24 rea Real Estate Appraisal .00
09/06/24 cpi Confidential Personal Identifiers .00
09/16/24 rep Reply to Objections filed by Surviving .00
Spouse, Toi Santamaria to Magistrate's
Decision Filed 08/21/24
09/16/24 cos Certificate of Service .00
09/18/24 misc Misc. Docs filed by Toi Lynn Santamaria .00
09/18/24 l LETTER:Cover Letter. 09/16/2024 .00
09/18/24 1ae Entry Increasing Bond 66000.00 5.00
RLI
09/18/24 4.2 Fiduciary's Bond 362000.00 .00
CBS
09/18/24 bacb Bond Application for CBS Agency .00
09/18/24 poa Power of Attorney RLI .00
09/18/24 6.b Report of Newly Discovered Assets 7.00
09/18/24 6.be Entry Approving Report of Newly 2755.13 5.00
Assets
09/18/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/18/24 13v Waiver Of Notice of Hearing and Consent .00
to Account
09/18/24 cpi Confidential Personal Identifiers .00
09/18/24 13a Fiduciary's Partial Account 01 22.00
09/18/24 13.1 Receipts and Disbursements .00
09/18/24 13.2 Assets Remaining in Fiduciary's Hands 180761.81 .00
09/18/24 ex Extra Pages 1.00
09/19/24 13e Entry Setting Hearing on Account .00
10/16/24 l LETTER:Cover Letter. 10/08/2024 .00
10/16/24 rc Resignation of Counsel .00
James P. Seguin. 0019808
10/16/24 cos Certificate of Service .00
10/30/24 13h Judgment Entry Approving Partial Account .00
11/22/24 17n Judgment Entry Overruling Objections and Mackey 5.00
Adopting Magistrate's Decision
11/22/24 cos Certificate of Service .00
12/17/24 2.1 Notice of Withdrawal of Thomas I. .00
Blackburn as counsel for Plaintiff, Toi
Santamaria
12/17/24 cos Certificate of Service .00
12/31/24 rmr Regular Mail Returned/Not Complete .00
Kasey Santamaria
03/20/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/25/25 1.0 Surviving Spouse, Next of Kin, Legatee- SECOND AMEND .00
Devisee ED
07/28/25 15ek eNotice to File Status Letter 0039959 .00
08/18/25 13ek eNotice to File Account 0039959 .00
08/28/25 st Status Letter 5.00
09/02/25 50g Representation of Insolvency AMENDED .00
09/02/25 7.0 Schedule of Claims AMENDED 5.00
09/02/25 2.2 Waiver of Notice of Hearing on .00
Insolvency
-Anita M. Santamaria-Cohen
09/16/25 13n Application to Extend Time to File .00
Account
09/16/25 13o Entry Extending Time to File Account 12/31/2025 5.00
09/16/25 1de Entry Continuing Hearing 10/27/2025 5.00
10:00 AM
TAS
09/16/25 SR Service Request .00
09/16/25 eb Exhibit A .00
09/18/25 50g Representation of Insolvency 2ND AMENDED .00
09/18/25 7.0 Schedule of Claims 2ND AMENDED 5.00
09/22/25 jcos Certificate of Service/Judicial Staff .00
09/22/25 eb Exhibit .00
10/16/25 pos Proof of Service .00
-Notice of Hearing on Rep. of Insolvency
& Schedule of Claims
10/16/25 att Attachments .00
10/27/25 fs Fee Schedule 59.00
10/27/25 misc Fiduciary Fee Calculation .00
10/27/25 ad Additional Deposit Rec # 653754 1.00
10/27/25 dr Digital Record of Hearing TAS .00
10/27/2025 / Zoom
10/28/25 dr Digital Record of Hearing TAS .00
10/28/2025 / Zoom
10/29/25 dr Digital Record of Hearing TAS .00
10/29/2025 / Zoom
11/03/25 SR Service Request .00
11/03/25 17d Magistrate's Decision TAS 2.00
Case be found insolvent and debts to be
paid.
11/03/25 17b Notice To Attorneys and Parties .00
11/03/25 17c Findings of Fact .00
11/03/25 jcos Certificate of Service/Judicial Staff .00
11/13/25 13.0 Fiduciary's Final Account 02 22.00
11/13/25 13.1 Receipts and Disbursements 4.00
11/13/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/13/25 ad Additional Deposit Rec # 654796 27.18
11/14/25 13e Entry Setting Hearing on Account .00
11/24/25 jcos Certificate of Service/Judicial Staff .00
11/24/25 17n Entry Adopting Magistrate's Decision MACKEY .00
-See Decision for details
12/26/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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