Case Docket

Case Number: 615363  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : STEWART, TANDY B.
AKA : STEWART, TANDY B., JR.


Date Code Description Reference Receipt Cost
03/07/22 01 Case Number (Daily Reporter) 10.00
03/07/22 02 Forms 10.00
03/07/22 03 Docketing & Index 15.00
03/07/22 04 Computerized Legal Research 3.00
03/07/22 05 Computer Fee 10.00
03/07/22 07 Legal Aid Trust Fund 26.00
03/07/22 08 Dispute Resolution Fund 15.00
03/07/22 16 Special Projects Fund 15.00
03/07/22 1.1 Full Estate Deposit Rec # 586060 250.00
03/08/22 lw LAST WILL AND TESTAMENT OF: .00
Tandy B. Stewart 02/20/2017
03/08/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
03/08/22 2.0 Application to Probate Will .00
03/08/22 2.3 Entry Admitting Will to Probate 15.00
03/08/22 4.0 Application for Authority to Administer 5.00
Estate
03/08/22 4.a Waiver of Right to Administer .00
03/08/22 4.0a Fiduciary's Acceptance .00
03/08/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
STEWART, JAMES D. (fidy)
03/08/22 dc Death Certificate .00
Tandy B. Stewart Jr.
03/08/22 l Cover Letter from Atty Jeremy M. .00
Nicholas
03/08/22 igf Indigent Guardianship Fund 30.00
03/08/22 adl Additional Letters of Authority 9.00
03/09/22 19k Notice of Case Schedule 1.00
05/25/22 3.a Application to Appoint Appraiser .00
05/25/22 3.ae Entry Appointing Appraiser 118 5.00
06/24/22 18m Citation to File Certificate of Service sent to fidy 5.00
of Notice of Probate of Will
06/24/22 vcos Certificate of Service for Virtual Mail .00
06/24/22 vcs Virtual Service Mail Sent 6.18
James D Stewart 438048
06/24/22 vcs Virtual Service Mail Sent 6.18
Jeremy M Nicholas 438055
07/12/22 vcr Virtual Service Returned .00
JDS 438048
07/12/22 vcr Virtual Service Returned .00
JMN 438055
07/18/22 6m Citation to File Inventory sent to fidy 5.00
07/18/22 vcos Certificate of Service for Virtual Mail .00
07/18/22 vcs Virtual Service Mail Sent 6.18
James D Stewart 439816
07/18/22 vcs Virtual Service Mail Sent 6.18
Jeremy M Nicholas 439823
07/28/22 2.1a Waiver of Notice of Probate of Will .00
Katelynd Morris
07/28/22 2.3a Certificate of Service of Notice of .00
Probate of Will
07/28/22 2.2a Notice of Probate of Will .00
Tyler J. Stewart
07/28/22 rr Return Receipt for Notice of Probate of .00
Will: Tyler J. Stewart
07/28/22 2.2a Notice of Probate of Will .00
Toni M. Stewart
07/28/22 rr Return Receipt for Notice of Probate of .00
Will: Toni M. Stewart
07/28/22 2.2a Notice of Probate of Will .00
Michelle D. Morris
07/28/22 rr Return Receipt for Notice of Probate of .00
Will: Michelle D. Morris
07/28/22 l Cover letter from Atty Jeremy M. .00
Nicholas
07/28/22 2.2a Notice of Probate of Will .00
Allison Castle
07/28/22 rr Return Receipt for Notice of Probate of .00
Will: Allison Castle
07/28/22 2.2a Notice of Probate of Will .00
Casey R. Morris
07/28/22 rr Return Receipt for Notice of Probate of .00
Will: Casey R. Morris signed by Lori ?
07/28/22 2.2a Notice of Probate of Will .00
Carson E. Plank
07/28/22 rr Return Receipt for Notice of Probate of .00
Will:Carson E. Plank signed by
Brittany Plank
07/28/22 6.0 Inventory 178962.18 17.00
07/28/22 6t Ohio Estate Tax Anticipated? N .00
07/28/22 6n Appraiser's Certificate V 3.00
07/28/22 6.1 Schedule of Assets R/E: No R/E .00
07/28/22 cpi Confidential Personal Identifiers .00
07/29/22 6e Entry Setting Hearing on Inventory .00
08/22/22 6h Judgment Entry Approving Inventory .00
09/01/22 9.7 Application to Transfer Motor Vehicle .00
09/01/22 9.8 Entry Approving Transfer of Motor 2004 5.00
Vehicle Chevrolet
09/01/22 cc Certified Copy 1.00
09/01/22 9.7 Application to Transfer Motor Vehicle .00
09/01/22 9.8 Entry Approving Transfer of Motor 2008 5.00
Vehicle Cadillac
09/01/22 cc Certified Copy 1.00
09/01/22 9.7 Application to Transfer Motor Vehicle .00
09/01/22 9.8 Entry Approving Transfer of Motor 2001 5.00
Vehicle Dodge
09/01/22 cc Certified Copy 1.00
09/08/22 ad Additional Deposit Rec # 595587 60.00
09/09/22 mfl Application to Extend Administration .00
09/09/22 mfle Entry Extending Administration 5.00
09/12/22 19k Notice of Case Schedule 1.00
09/14/22 cc Certified Copy 6.00
11/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/23 11a Request for Acceptance of Resignation of 5.00
Fiduciary
01/23/23 11b Entry Accepting Resignation and Ordering 04/10/2023 5.00
Final Account
03/27/23 l LETTER: .00
Cover Letter
03/27/23 nc Notice of Change of Address of: .00
Fiduciary's
03/27/23 1.0 Surviving Spouse, Next of Kin, Legatee- n .00
Devisee Amended
03/27/23 6p Motion to Amend Inventory .00
03/27/23 mem Memorandum in Support .00
03/27/23 6n Appraiser's Certificate v 3.00
Mark Van Hook
03/27/23 6q Entry Amending Inventory .00 5.00
03/27/23 6.b Report of Newly Discovered Assets 7.00
03/27/23 6.be Entry Approving Report of Newly 7557.34 5.00
Assets
03/27/23 att Attachments .00
04/13/23 13n Application to Extend Time to File .00
Account
04/13/23 13o Entry Extending Time to File Account 05/31/2023 5.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/24 13m Citation to File Account sent to fidy 5.00
01/23/24 vcos Certificate of Service for Virtual Mail .00
01/23/24 vcs Virtual Service Mail Sent 7.40
James D Stewart 533149
01/23/24 vcs Virtual Service Mail Sent 7.40
Jeremy M Nicholas 533156
01/30/24 vcr Virtual Service Returned .00
JMN 533156
01/30/24 15m Citation to File Status Letter sent to fidy 5.00
01/31/24 vcos Certificate of Service for Virtual Mail .00
01/31/24 vcs Virtual Service Mail Sent 7.40
James D Stewart 535228
01/31/24 vcs Virtual Service Mail Sent 7.40
Jeremy M Nicholas 535235
02/14/24 vcr Virtual Service Returned .00
JMN 535235
02/21/24 vcr Virtual Service Returned .00
JDS 535228
03/28/24 ad Additional Deposit Rec # 623545 60.00
03/29/24 dr Digital Record of Hearing MCD .00
03/29/2024 / 22A
9:54:52am-9:56:29am
04/01/24 13a Fiduciary's Partial Account 01 22.00
Proposed Distributions
04/01/24 13.1 Receipts and Disbursements .00
04/01/24 13.2 Assets Remaining in Fiduciary's Hands 162379.43 .00
04/01/24 ex Extra Pages 18.00
04/01/24 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/01/24 st Status Letter 5.00
04/01/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/01/24 l LETTER: .00
Return Ck # 5625 No Signed
04/02/24 13e Entry Setting Hearing on Account .00
04/03/24 1ca Application for Attorney Fees 10.00
Jeremy M. Nicholas, Esq.
04/03/24 1cc Consent to Attorney Fees .00
James D. Stewart
04/03/24 fs Fee Schedule .00
04/03/24 morf Magistrate's Order Regarding Fees 2810.00 .00
04/03/24 1cd Application for Executor Fees 10.00
James D. Stewart
04/03/24 1c Consent to Fees .00
James D. Stewart
04/03/24 fs Fee Schedule .00
04/03/24 morf Magistrate's Order Regarding Fees 3000.00 .00
04/09/24 ad Additional Deposit Rec # 624073 33.32
04/15/24 l LETTER:Attrny letter received 4/12/2024 .00
04/15/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee 2nd Amended
05/13/24 13h Judgment Entry Approving Partial Account .00
07/22/24 1.1 Full Estate Deposit Rec # 629313 250.00
New Appointment
07/24/24 4.0 Application for Authority to Administer 5.00
Estate
07/24/24 4.0a Fiduciary's Acceptance .00
Linda D. Logue
07/24/24 4.a Waiver of Right to Administer .00
James D. Stewart
07/24/24 4.2 Fiduciary's Bond 357924.36 .00
RLI Ins.
07/24/24 poa Power of Attorney .00
Eric Raudins
07/24/24 misc Adobe Acrobat Sign .00
07/24/24 4.0a Fiduciary's Acceptance .00
Michelle Morris
07/24/24 4.0a Fiduciary's Acceptance .00
Shamus Cassidy
07/24/24 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MORRIS, MICHELLE (fidy)
07/24/24 l Cover letter from Atty's office .00
Dated: 07/08/2024
07/24/24 l Cover letter from Atty's office .00
Dated: 07/15/2024
07/24/24 misc Request for Acceptance of Resignation .00
of Fiduciary previously filed.
07/24/24 igf Indigent Guardianship Fund 30.00
07/24/24 adl Additional Letters of Authority 4.00
07/25/24 19k Notice of Case Schedule 1.00
01/27/25 13n Application to Extend Time to File .00
Account
01/27/25 13o Entry Extending Time to File Account 04/24/2025 5.00
MORRIS, MICHELLE (fidy)
03/03/25 13k Notice to File Account 0087029 1.00
03/03/25 15k Notice to File Status Letter 0087029 1.00
04/16/25 13n Application to Extend Time to File .00
Account
04/16/25 13o Entry Extending Time to File Account 10/03/2026 5.00
MORRIS, MICHELLE (fidy)
10/30/25 13m Citation to File Account sent to fidy 5.00
10/30/25 vcos Certificate of Service for Virtual Mail .00
10/30/25 vcs Virtual Service Mail Sent 8.86
James D Stewart 096029
10/30/25 vcs Virtual Service Mail Sent 8.86
Jeremy M Nicholas 096036
11/07/25 noam Notice of Appearance of Counsel .00
-J. Douglas Stewart, Esq. for James D.
Stewart
11/07/25 cos Certificate of Service .00
11/17/25 vcr Virtual Service Returned .00
A87029 096036
12/01/25 vcmw Virtual Service Returned/NO SERVICE .00
James D Stewart Refused Unclaimed 096029
12/03/25 13.0 Fiduciary's Final Account 02 22.00
STEWART, JAMES D. (fidy)
12/03/25 13.1 Receipts and Disbursements .00
12/03/25 13v Waiver Of Notice of Hearing and Consent .00
to Account
12/03/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/03/25 misc Miscellaneous Filing .00
E-signature email audit trail
12/04/25 13e Entry Setting Hearing on Account .00
01/14/26 13i Judgment Entry Approving Final Account .00
04/30/26 9.7 Application to Transfer Motor Vehicle 1973 .00
e-signature detail attached Boat
04/30/26 9.8 Entry Approving Transfer of Motor TAS 5.00
Vehicle
04/30/26 9.7 Application to Transfer Motor Vehicle 1972 .00
motor
04/30/26 9.8 Entry Approving Transfer of Motor TAS 5.00
Vehicle
04/30/26 cc Certified Copy 1.00
DEPOSIT REMAINING 132.28
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