|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
11/22/21
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
11/22/21
|
02
|
Forms
|
|
|
10.00
|
|
11/22/21
|
03
|
Docketing & Index
|
|
|
15.00
|
|
11/22/21
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
11/22/21
|
05
|
Computer Fee
|
|
|
10.00
|
|
11/22/21
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
11/22/21
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
11/22/21
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
11/22/21
|
1.1
|
Full Estate Deposit
|
Rec # 581203
|
250.00
|
|
|
12/02/21
|
app
|
Application for Admission to Probate of
|
|
|
.00
|
|
|
|
Lost, Spoliated, or Destroyed Will
|
|
|
|
|
12/02/21
|
eb
|
Exhibit A - Last Will and Testament of
|
11/21/2017
|
|
.00
|
|
|
|
Louis P. Lowy
|
|
|
|
|
12/02/21
|
e
|
Entry Setting Remote Hearing
|
01/03/2022
|
|
5.00
|
|
|
|
|
9:30 a.m.
|
|
|
|
12/02/21
|
eb
|
Exhibit A - Zoom hearing instructions
|
|
|
.00
|
|
12/02/21
|
1c
|
Consent for Admission to Probate of Lost
|
|
|
.00
|
|
|
|
Spoliated or Destroyed Will signed by
|
|
|
|
|
|
|
Rachel Botkin, Trustee of the Louis P.
|
|
|
|
|
|
|
Lowy Revocable Trust Agmt dtd 10/16/13
|
|
|
|
|
12/02/21
|
1c
|
Consent for Admission to Probate of Lost
|
|
|
.00
|
|
|
|
Spoliated or Destroyed Will signed by
|
|
|
|
|
|
|
David S. Lowy
|
|
|
|
|
12/02/21
|
1c
|
Consent for Admission to Probate of Lost
|
|
|
.00
|
|
|
|
Spoliated or Destroyed Will signed by
|
|
|
|
|
|
|
Columbus Foundation, Scott Heitkamp
|
|
|
|
|
|
|
Chief Financial Officer
|
|
|
|
|
12/02/21
|
1c
|
Consent for Admission to Porbate of Lost
|
|
|
.00
|
|
|
|
Spoliated, or Destroyed Will signed by
|
|
|
|
|
|
|
Bexley Education Foundation
|
|
|
|
|
12/02/21
|
1c
|
Consent for Admission to Probate of Lost
|
|
|
.00
|
|
|
|
Spoliated, or Destroyed Will signed by
|
|
|
|
|
|
|
Ohio State University (OSU Foundation)
|
|
|
|
|
|
|
John C. Woods, Asst VP Estate & Gift
|
|
|
|
|
12/02/21
|
ex
|
Planning
|
|
|
.00
|
|
12/02/21
|
1c
|
Consent for Admission to Probate of Lost
|
|
|
.00
|
|
|
|
Spoliated or Destroyed Will signed by
|
|
|
|
|
|
|
Congreation Tifereth Israel, Columbus
|
|
|
|
|
12/02/21
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
12/02/21
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
12/02/21
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
12/02/21
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
12/02/21
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
12/02/21
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Louis Polster Lowy
|
|
|
|
|
12/02/21
|
l
|
Cover letter from attorney dated
|
|
|
.00
|
|
|
|
November 3, 2021
|
|
|
|
|
12/02/21
|
plw
|
PROPOSED LAST WILL & TESTAMENT OF:
|
|
|
.00
|
|
|
|
Louis P. Lowy
|
11/21/2017
|
|
|
|
01/04/22
|
401
|
Affidavit signed by Sally Dunn
|
|
|
.00
|
|
01/04/22
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
Congregation Tifereth Israel
|
|
|
|
|
01/04/22
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
Bexley Education Foundation
|
|
|
|
|
01/04/22
|
2.0lw
|
Application to Admit Lost Will
|
|
|
.00
|
|
|
|
to Probate
|
|
|
|
|
01/04/22
|
2.3lw
|
Entry Admitting Lost Will to Probate
|
MKB
|
|
15.00
|
|
01/04/22
|
ch
|
Certificate of Mailing/Charitable
|
|
|
.00
|
|
|
|
To: Attorney General
|
|
|
|
|
|
|
State of Ohio
|
|
|
|
|
01/04/22
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
BOTKN, RACHEL
|
(fidy)
|
|
|
|
01/04/22
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
01/04/22
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
01/04/22
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
Ohio State University Foundation by
|
|
|
|
|
|
|
John C. Woods, Assistant VP
|
|
|
|
|
|
|
Estate of Gift Planning
|
|
|
|
|
01/04/22
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
David S. Lowy
|
|
|
|
|
01/04/22
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
Columbus Foundation, Scott Heitkamp
|
|
|
|
|
|
|
Chief Financial Officer
|
|
|
|
|
01/04/22
|
lw
|
LAST WILL AND TESTAMENT OF:
|
|
|
.00
|
|
|
|
Louis P. Lowy
|
11/21/2017
|
|
|
|
01/04/22
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
01/25/22
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
02/01/22
|
401
|
Affidavit
|
|
|
.00
|
|
|
|
Sally Dunn
|
|
|
|
|
02/01/22
|
eb
|
Exhibit A
|
|
|
.00
|
|
03/07/22
|
2.3a
|
Certificate of Service of Notice of
|
|
|
.00
|
|
|
|
Probate of Will
|
|
|
|
|
04/04/22
|
6.4
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Inventory
|
|
|
|
|
04/04/22
|
6.5
|
Entry Extending Time to File Inventory
|
06/30/2022
|
|
5.00
|
|
06/09/22
|
7.2
|
Certification Of Notice To Administrator
|
|
|
.00
|
|
|
|
Of Medicaid Estate Recovery Program
|
|
|
|
|
06/09/22
|
6.0
|
Inventory
|
8412.73
|
|
17.00
|
|
06/09/22
|
6t
|
Ohio Estate Tax Anticipated?
|
n
|
|
.00
|
|
06/09/22
|
6.1
|
Schedule of Assets R/E:NO/RE
|
|
|
.00
|
|
06/10/22
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
06/13/22
|
l
|
LETTER:Cover Letter. 06/07/2022
|
|
|
.00
|
|
06/13/22
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
06/13/22
|
mfle
|
Entry Extending Administration
|
|
|
5.00
|
|
06/14/22
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
07/05/22
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
12/06/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
02/07/23
|
13n
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Account
|
|
|
|
|
02/07/23
|
13o
|
Entry Extending Time to File Account
|
02/24/2023
|
|
5.00
|
|
02/24/23
|
st
|
Status Letter
|
|
|
5.00
|
|
02/24/23
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
02/24/23
|
13a
|
Fiduciary's Partial Account
|
01
|
|
22.00
|
|
02/24/23
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/24/23
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
8168.58
|
|
.00
|
|
02/24/23
|
13.4a
|
|
|
|
.00
|
|
02/24/23
|
eb
|
Exhibit
|
|
|
.00
|
|
02/24/23
|
r
|
Receipts
|
|
|
.00
|
|
02/27/23
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/10/23
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
10/31/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
12/19/23
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
12/19/23
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
12/19/23
|
eb
|
Exhibits A & B
|
|
|
12.00
|
|
12/19/23
|
3.be
|
Entry Dispensing With Appraisal
|
HJW
|
|
5.00
|
|
12/19/23
|
e
|
Entry Approving Application to Dispense
|
HJW
|
|
5.00
|
|
|
|
with Appraisal
|
|
|
|
|
12/27/23
|
ad
|
Additional Deposit
|
Rec # 619008
|
9.00
|
|
|
01/29/24
|
13ek
|
eNotice to File Account
|
0021961
|
|
.00
|
|
01/29/24
|
15ek
|
eNotice to File Status Letter
|
0021961
|
|
.00
|
|
02/26/24
|
6.b
|
Report of Newly Discovered Assets
|
|
|
7.00
|
|
02/26/24
|
6.be
|
Entry Approving Report of Newly
|
826125.82
|
|
5.00
|
|
|
|
Assets
|
|
|
|
|
02/26/24
|
ad
|
Additional Deposit
|
Rec # 621936
|
25.00
|
|
|
02/26/24
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
02/26/24
|
13.0
|
Fiduciary's Final Account
|
02
|
|
22.00
|
|
02/26/24
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/26/24
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
To Attorney For Final Costs
|
|
|
|
|
02/27/24
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/12/24
|
fc
|
Final Costs
|
Rec # 622665
|
9.00
|
|
|
04/08/24
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
06/28/24
|
50i
|
Application to Reopen and Report Newly
|
|
|
15.00
|
|
|
|
Discovered Assets
|
|
|
|
|
06/28/24
|
50j
|
Entry to Reopen and Report Newly
|
614.05
|
|
5.00
|
|
|
|
Discovered Assets
|
|
|
|
|
06/28/24
|
adl
|
Additional Letters of Authority
|
|
|
1.00
|
|
06/28/24
|
ad
|
Additional Deposit
|
Rec # 628166
|
21.00
|
|
|
07/01/24
|
99
|
Case Closed
|
|
|
.00
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
View Estate Fiduciaries
|
|
New Search
|
|
Probate Homepage
|