|
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
|
|
|
|
View Estate Fiduciaries
|
|
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