Case Docket

Case Number: 612239  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : SIMON, BARBARA
AKA :


Date Code Description Reference Receipt Cost
09/07/21 01 Case Number (Daily Reporter) 10.00
09/07/21 02 Forms 10.00
09/07/21 03 Docketing & Index 15.00
09/07/21 04 Computerized Legal Research 3.00
09/07/21 05 Computer Fee 10.00
09/07/21 07 Legal Aid Trust Fund 26.00
09/07/21 08 Dispute Resolution Fund 15.00
09/07/21 16 Special Projects Fund 15.00
09/07/21 1.1 Full Estate Deposit Rec # 577475 250.00
09/08/21 lw LAST WILL AND TESTAMENT OF: .00
Barbara Simon 05/11/2020
09/08/21 401 Self-Proving Affidavit .00
09/08/21 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
09/08/21 2.0 Application to Probate Will .00
09/08/21 2.1a Waiver of Notice of Probate of Will .00
Lmeta R. Simon
09/08/21 2.1a Waiver of Notice of Probate of Will .00
Lmeta R. Simon, Cory Middlebrook,
LeKeyia Middlebrook,
LAST NAME IS ILLEGIBLE
09/08/21 2.1a Waiver of Notice of Probate of Will .00
Lmeta R. Simon, Jessie Gillespie,
Avery Middlebrook
09/08/21 2.1a Waiver of Notice of Probate of Will .00
Lmeta R. Simon, Marquice Middlebrook
09/08/21 2.1a Waiver of Notice of Probate of Will .00
Lmeta R. Simon, Lori Gillespie,
Lisa Middlebrook
09/08/21 2.3 Entry Admitting Will to Probate 15.00
09/08/21 4.0 Application for Authority to Administer 5.00
Estate
09/08/21 4.0a Fiduciary's Acceptance .00
09/08/21 3.b Application to Dispense With Appraisal .00
09/08/21 3.be Entry Dispensing With Appraisal 5.00
09/08/21 sum Franklin County Auditor's .00
Real Estate Summary
09/08/21 fb Funeral Bill .00
09/08/21 fr Funeral Receipt .00
09/08/21 dc Death Certificate .00
Barbara Jean Simon
09/08/21 igf Indigent Guardianship Fund 30.00
09/08/21 l Document request letter to .00
attorney dated September 8, 2021
04/22/22 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Attorney Kenneth L Sheppard for
Lori R Gillespire
04/22/22 cos Certificate of Service .00
10/17/22 2.1a Waiver of Notice of Probate of Will .00
Lmeta R. Simon
Lekyla Middlebrook
10/17/22 2.1a Waiver of Notice of Probate of Will .00
Lmeta R. Simon
Semaj Middlebrook
10/17/22 2.3a Certificate of Service of Notice of .00
Probate of Will
10/17/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SIMON, LMETA (fidy)
10/17/22 igf Indigent Guardianship Fund 30.00
10/17/22 adl Additional Letters of Authority 2.00
10/18/22 19k Notice of Case Schedule 1.00
12/02/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/20/22 2.3a Certificate of Service of Notice of .00
Probate of Will
03/02/23 6m Citation to File Inventory sent to fidy 5.00
03/02/23 vcos Certificate of Service for Virtual Mail .00
03/02/23 vcs Virtual Service Mail Sent 6.85
Lmeta Simon 478853
03/02/23 vcs Virtual Service Mail Sent 6.85
Britton M Hicks 478860
03/20/23 vcr Virtual Service Returned .00
BMH 478860
03/20/23 vcr Virtual Service Returned .00
LS 478853
05/01/23 l LETTER:Cover Letter. 04/26/2023 .00
05/01/23 6.0 Inventory 94538.00 17.00
05/01/23 6.1 Schedule of Assets R/E:Yes R/E. 89000.00 .00
05/02/23 6e Entry Setting Hearing on Inventory .00
05/26/23 6h Judgment Entry Approving Inventory .00
10/06/23 l LETTER: cover 09/27/203 .00
10/06/23 m Motion to Remove Executor & Appoint .00
Lori Gillespie as Executor
10/06/23 mem Memorandum in Support .00
10/06/23 cos Certificate of Service .00
10/06/23 1e Entry Setting Remote Hearing 11/08/2023 5.00
10:00 AM
10/06/23 eb Exhibit .00
10/06/23 cos Certificate of Service .00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/08/23 dr Digital Record of Hearing TAS .00
11/08/2023 / Zoom
12/04/23 13m Citation to File Account sent to fidy 5.00
12/04/23 vcos Certificate of Service for Virtual Mail .00
12/04/23 vcs Virtual Service Mail Sent 7.21
Lmeta Simon 525397
12/04/23 vcs Virtual Service Mail Sent 7.21
Britton M Hicks 525403
12/12/23 vcr Virtual Service Returned .00
BMH 525403
12/12/23 vcr Virtual Service Returned .00
LS 525397
02/09/24 8ac Entry Continuing Citation Hearing For 03/29/2024 5.00
Account
02/09/24 rm Regular Mail Sent .00
Lmeta Simon
Britton M Hicks
02/09/24 eb Exhibit .00
02/09/24 dr Digital Record of Hearing MCD .00
02/09/2024 / 22A
9:45:49am-9:47:42am
03/29/24 8ac Entry Continuing Citation Hearing For 05/17/2024 5.00
Account
03/29/24 rm Regular Mail Sent .00
03/29/24 rm Regular Mail Sent .00
03/29/24 eb Exhibit .00
Zoom Hearing
03/29/24 dr Digital Record of Hearing MCD .00
03/29/2024 / 22A
9:51:53am-9:54:00am
05/17/24 dr Digital Record of Hearing MCD .00
05/17/2024 / 22A
9:49:52am-9:51:11am
08/12/24 1de Entry Continuing Remote Hearing 09/23/2024 5.00
11:00 AM
08/12/24 eb Exhibit a .00
08/12/24 cos Certificate of Service .00
09/20/24 1da Application for Continuance of Hearing .00
09/20/24 1de Entry Continuing Hearing 11/25/2024 5.00
11:00 AM
09/20/24 2y Notice of Hearing .00
09/20/24 eb Exhibit A .00
09/20/24 cos Certificate of Service .00
11/21/24 eb Exhibits List .00
11/21/24 cos Certificate of Service .00
11/21/24 eb Exhibits .00
11/21/24 cr Certified Mail Returned .00
Avery Middlebrook, Cory Middlebrook,
Jessie Gillespie, Lebanon Corectional In
Lekeyia Middlebrook, Lekya Middlebrook
11/21/24 ex Lisa Middlebrook, Lmeta Simon, and .00
Semaj Middlebrook
11/25/24 dr Digital Record of Hearing TAS .00
11/25/2024 / Zoom
11/25/24 dr Digital Record of Hearing TAS .00
11/25/2024 / Zoom
11/27/24 17d Magistrate's Decision TAS .00
-Ms. Gillespie will be appointed
successor executor upon the filing of
the required forms.
11/27/24 17b Notice To Attorneys and Parties .00
11/27/24 17c Findings of Fact .00
11/27/24 cos Certificate of Service .00
12/11/24 cr Certified Mail Returned .00
-Remove Executor
01/02/25 17n Entry Adopting Magistrate's Decision Mackey 5.00
01/02/25 cos Certificate of Service .00
03/21/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/17/25 ad Additional Deposit Rec # 643051 125.00
*New Appointment*
04/18/25 4.0 Application for Authority to Administer 5.00
Estate
04/18/25 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
04/18/25 4.2 Entry Approving Fiduciary's Bond 189000.00 .00
RLI INS CO
04/18/25 poa Power of Attorney .00
Eric Raudins
04/18/25 4.0a Fiduciary's Acceptance .00
04/18/25 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
GILLESPIE, LORI. (fidy)
04/18/25 igf Indigent Guardianship Fund 30.00
04/18/25 adl Additional Letters of Authority 2.00
04/21/25 19k Notice of Case Schedule 1.00
11/05/25 50n STAT y .00
SIMON, LMETA (fidy)
11/10/25 1b Application to Reduce Bond 5.00
11/10/25 mo Magistrate's Order Denying Application MKB 5.00
to Reduce Bond
-See decision for details
11/13/25 4.0 Application for Authority to Administer 5.00
Estate
11/13/25 1b Application to Reduce Bond 5.00
11/13/25 mfl Application to Extend Administration .00
12/23/25 jcos Certificate of Service/Judicial Staff .00
01/12/26 rc Resignation of Counsel .00
-Kenneth L. Sheppard, Jr. for Lori
Gillespie
01/12/26 mem Memorandum in Support .00
01/12/26 cos Certificate of Service .00
01/12/26 1e Entry Setting Remote Hearing 02/02/2026 5.00
1:30 PM
TPS
01/13/26 vhi Virtual Hearing Information .00
02/02/26 mo Magistrate's Order of Continuance 03/09/2026 5.00
1:30 PM
TPS
02/02/26 eb Exhibit A .00
02/02/26 SR Service Request .00
02/03/26 jcos Certificate of Service/Judicial Staff .00
03/09/26 mo Magistrate's Order 5.00
03/09/26 SR Service Request .00
03/09/26 dr Digital Record of Hearing TPS .00
03/09/2026 / Zoom
03/11/26 jcos Certificate of Service/Judicial Staff .00
03/17/26 SR Service Request .00
03/23/26 ad Additional Deposit Rec # 661931 5.00
03/23/26 1ca Application for Attorney Fees 10.00
-Kenneth L. Sheppard, Jr.
03/23/26 fs Fee Schedule 11.00
03/23/26 1e Entry Setting Remote Hearing 04/27/2026 5.00
3:30 PM
TPS
03/23/26 ad Additional Deposit Rec # 662005 16.12
03/24/26 jcos Certificate of Service/Judicial Staff .00
03/24/26 eb Exhibit .00
04/03/26 rmr Regular Mail Returned/Not Complete .00
Lebanon Correctional Institute -Released
unable to Fwd -Marquice Middlebrook
04/03/26 rmr Regular Mail Returned/Not Complete .00
Corey Middlebrook
Unable to Fwd - Vacant
04/03/26 rmr Regular Mail Returned/Not Complete .00
Semaj Middlebrook
Unable to Fwd - Vacant
04/07/26 m Motion to Contest Attorney Fees .00
04/07/26 misc Summary of Events .00
04/07/26 eb Exhibit A 17.00
Agreed Judgment Entry
Exhibit B
Update Letter
04/07/26 ad Additional Deposit Rec # 662976 19.00
04/30/26 eb Exhibit A 11.00
-Fee Schedule
04/30/26 eb Exhibit B .00
-Sheppard Law Offices Fee Agreement
04/30/26 ad Additional Deposit Rec # 664590 9.00
05/19/26 SR Service Request .00
05/19/26 mo Magistrate's Order 5.00
05/22/26 eb Exhibit .00
05/22/26 jcos Certificate of Service/Judicial Staff .00
06/04/26 rmr Regular Mail Returned/Not Complete .00
06/16/26 cos Certificate of Service .00
06/16/26 ad Additional Deposit Rec # 667346 5.00
06/17/26 eb Exhibit .00
note to file per mag Stone
06/17/26 dr Digital Record of Hearing TAS .00
06/17/2026 / Zoom
BALANCE DUE .00
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