|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
11/29/21
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
11/29/21
|
02
|
Forms
|
|
|
10.00
|
|
11/29/21
|
03
|
Docketing & Index
|
|
|
15.00
|
|
11/29/21
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
11/29/21
|
05
|
Computer Fee
|
|
|
10.00
|
|
11/29/21
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
11/29/21
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
11/29/21
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
11/29/21
|
1.1
|
Full Estate Deposit
|
Rec # 581391
|
250.00
|
|
|
11/30/21
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
11/30/21
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
11/30/21
|
4.2
|
Fiduciary's Bond/RLI Surety
|
260000.00
|
|
.00
|
|
|
|
|
colbarassn
|
|
|
|
|
|
|
N Romanelli
|
|
|
|
11/30/21
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
11/30/21
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
11/30/21
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
STEVENS, KEITH A.
|
(fidy)
|
|
|
|
11/30/21
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
11/30/21
|
adl
|
Additional Letters of Authority
|
|
|
3.00
|
|
12/01/21
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
12/23/21
|
cor
|
Correspondence Received (NOT EVIDENCE)
|
|
|
.00
|
|
04/08/22
|
ad
|
Additional Deposit
|
Rec # 587990
|
125.00
|
|
|
04/13/22
|
e
|
Entry to appoint Keith Stevens as Admin
|
TAS
|
|
5.00
|
|
|
|
WWA.
|
|
|
|
|
04/13/22
|
lw
|
LAST WILL AND TESTAMENT OF:
|
|
|
.00
|
|
|
|
Kathryn Ann Moberly
|
05/03/1982
|
|
|
|
04/13/22
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
AMENDED
|
|
|
|
04/13/22
|
2.0
|
Application to Probate Will
|
|
|
.00
|
|
04/13/22
|
2.3
|
Entry Admitting Will to Probate
|
TAS
|
|
15.00
|
|
04/13/22
|
2.3a
|
Certificate of Service of Notice of
|
|
|
.00
|
|
|
|
Probate of Will
|
|
|
|
|
04/13/22
|
4.0
|
Application for Authority to Administer
|
AMENDED
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
04/13/22
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Cullen Cline
|
|
|
|
|
04/13/22
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
04/13/22
|
obit
|
Obituary of Reid Moberly
|
|
|
.00
|
|
04/13/22
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
04/13/22
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
TAS
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
STEVENS, KEITH A.
|
(fidy)
|
|
|
|
04/13/22
|
l
|
Cover letter from Carlile Patchen dated
|
03/22/2022
|
|
.00
|
|
04/13/22
|
l
|
Cover Letter from Carlile Patchen dated
|
04/05/2022
|
|
.00
|
|
04/13/22
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
04/13/22
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
04/14/22
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
04/14/22
|
7.2
|
Certification Of Notice To Administrator
|
|
|
.00
|
|
|
|
Of Medicaid Estate Recovery Program
|
|
|
|
|
04/14/22
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
04/14/22
|
misc
|
Miscellaneous Filing: Order for Informal
|
|
|
.00
|
|
|
|
Appointment of Ancillary Personal
|
|
|
|
|
|
|
Representative.
|
|
|
|
|
04/14/22
|
6.0
|
Inventory
|
5113.29
|
|
17.00
|
|
|
|
STEVENS, KEITH A.
|
(fidy)
|
|
|
|
04/14/22
|
6t
|
Ohio Estate Tax Anticipated?
|
n
|
|
.00
|
|
04/14/22
|
6.1
|
Schedule of Assets R/E:NONE.
|
0.00
|
|
.00
|
|
04/15/22
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
05/09/22
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
09/14/22
|
6.b
|
Report of Newly Discovered Assets
|
|
|
7.00
|
|
09/14/22
|
6.be
|
Entry Approving Report of Newly
|
84862.69
|
|
5.00
|
|
|
|
Assets
|
|
|
|
|
09/14/22
|
hud
|
Settlement Statement
|
|
|
.00
|
|
10/21/22
|
50g
|
Representation/Report of Insolvency
|
|
|
.00
|
|
|
|
-Decedent died on 06/14/2021
|
|
|
|
|
10/21/22
|
7.0
|
Schedule of Claims
|
|
|
5.00
|
|
10/21/22
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
|
|
Keith A. Stevens
|
|
|
|
|
10/21/22
|
fs
|
Fee Schedule
|
|
|
.00
|
|
10/21/22
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
|
|
Keith A. Stevens
|
|
|
|
|
10/21/22
|
fs
|
Fee Schedule
|
|
|
.00
|
|
10/21/22
|
app
|
Application/Request for Court to
|
|
|
.00
|
|
|
|
Classify Claims
|
|
|
|
|
10/21/22
|
1e
|
Entry Setting Hearing
|
12/07/2022
|
|
5.00
|
|
|
|
-Administrator's rep. of insolvency,
|
3:00 PM
|
|
|
|
|
|
claims schedule, app for atty fees,
|
|
|
|
|
|
|
app for fed. fees, & classify claims
|
|
|
|
|
10/21/22
|
eb
|
Exhibit A
|
|
|
.00
|
|
12/02/22
|
rr
|
Return Receipt for Notice of Probate of
|
|
|
.00
|
|
|
|
Will: Buckeye Cremation
|
|
|
|
|
12/02/22
|
rr
|
Return Receipt for Notice of Probate of
|
|
|
.00
|
|
|
|
Will: Social Secuurity Administation
|
|
|
|
|
12/02/22
|
rr
|
Return Receipt for Notice of Probate of
|
|
|
.00
|
|
|
|
Will: Jennifer Turk
|
|
|
|
|
12/02/22
|
rr
|
Return Receipt for Notice of Probate of
|
|
|
.00
|
|
|
|
Will: Isaac Wiles Burkholder, LLC
|
|
|
|
|
12/02/22
|
l
|
Cover letter from Atty's office
|
|
|
.00
|
|
12/05/22
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Lisa King
|
|
|
|
|
12/05/22
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Lisa King Resent Certificate of Mailing
|
|
|
|
|
12/05/22
|
misc
|
Miscellaneous Filing
|
|
|
.00
|
|
|
|
Verification of Service Notice Of Hrg
|
|
|
|
|
|
|
on Rep of Insolvency & Schedule of
|
|
|
|
|
|
|
Claims
|
|
|
|
|
12/05/22
|
l
|
Cover Letter from Carlile Patchen &
|
12/02/2022
|
|
.00
|
|
|
|
Murphy
|
|
|
|
|
12/06/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
12/07/22
|
dr
|
Digital Record of Hearing
|
RVM
|
|
.00
|
|
|
|
12/7/22 ZOOM
|
|
|
|
|
12/08/22
|
50h
|
Entry Declaring Insolvency
|
RVM
|
|
5.00
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
01/09/2023
|
|
|
|
|
12/19/22
|
6.b
|
Report of Newly Discovered Assets
|
|
|
7.00
|
|
12/19/22
|
6.be
|
Entry Approving Report of Newly
|
1500.00
|
|
5.00
|
|
|
|
Assets
|
|
|
|
|
12/19/22
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
12/19/22
|
13.0
|
Fiduciary's Final Account
|
01
|
|
23.00
|
|
|
|
STEVENS, KEITH A.
|
(fidy)
|
|
|
|
12/19/22
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
12/19/22
|
|
Refund payment
|
# 0000074405
|
|
55.00
|
|
12/20/22
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
01/31/23
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
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|
|
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|
|
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|