Case Docket

Case Number: 617248  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : SWARTZ, LINDSEY A.
AKA :

Date Code Description Reference Receipt Cost
05/20/22 01 Case Number (Daily Reporter) 10.00
05/20/22 02 Forms 10.00
05/20/22 03 Docketing & Index 15.00
05/20/22 04 Computerized Legal Research 3.00
05/20/22 05 Computer Fee 10.00
05/20/22 07 Legal Aid Trust Fund 26.00
05/20/22 08 Dispute Resolution Fund 15.00
05/20/22 16 Special Projects Fund 15.00
05/20/22 1.1 Full Estate Deposit Rec # 590255 250.00
05/23/22 4.0 Application for Authority to Administer 5.00
Estate
05/23/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
05/23/22 3.b Application to Dispense With Appraisal .00
05/23/22 3.be Entry Dispensing With Appraisal 5.00
05/23/22 4.0a Fiduciary's Acceptance .00
05/23/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SWARTZ, CHRISTOPHER S. (fidy)
05/23/22 l Cover letter from Atty Kelly M. Morgan .00
05/23/22 dc Death Certificate .00
Lindsey Anne Swartz
05/23/22 igf Indigent Guardianship Fund 30.00
05/23/22 adl Additional Letters of Authority 4.00
05/23/22 rusm Regular U.S. Mail 2.00
05/24/22 19k Notice of Case Schedule 1.00
07/26/22 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee AMENDED
07/26/22 3.b Application to Dispense With Appraisal AMENDED .00
07/26/22 3.be Entry Dispensing With Appraisal 5.00
07/26/22 l Cover letter from Atty Kelly M. Morgan .00
07/26/22 sum Franklin County Auditor's .00
Real Estate Summary
07/27/22 8.9 Summary of General Rights of Surviving .00
Spouse
07/27/22 8.0 Citation to Surviving Spouse 5.00
07/27/22 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
07/27/22 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 6.18
Christopher S Swartz 445879
09/21/22 6m Citation to File Inventory sent to fidy 5.00
09/21/22 vcos Certificate of Service for Virtual Mail .00
09/21/22 vcs Virtual Service Mail Sent 6.57
Christopher S Swartz 457032
09/21/22 vcs Virtual Service Mail Sent 6.57
Kelly M Morgan 457049
09/27/22 vcr Virtual Service Returned .00
CSS 457032
10/13/22 vcr Virtual Service Returned .00
KMM 457049
11/03/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/19/23 l LETTER:Cover Letter. 01/10/2023 .00
01/19/23 6.0 Inventory 151900.00 17.00
01/19/23 6.1 Schedule of Assets R/E:Yes R/E. 151900.00 .00
01/20/23 6e Entry Setting Hearing on Inventory .00
02/13/23 6h Judgment Entry Approving Inventory .00
07/14/23 13m Citation to File Account sent to fidy 5.00
07/14/23 vcos Certificate of Service for Virtual Mail .00
07/14/23 vcs Virtual Service Mail Sent 7.21
Christopher S Swartz 506808
07/14/23 vcs Virtual Service Mail Sent 7.21
Kelly M Morgan 506815
07/25/23 vcr Virtual Service Returned .00
KMM 506815
07/25/23 vcr Virtual Service Returned .00
CSS 506808
08/01/23 sc Substitution of Counsel 0092045 .00
08/01/23 13n Application to Extend Time to File .00
Account
08/01/23 13o Entry Extending Time to File Account 12/31/2023 5.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/16/24 13.10 Notice to Extend Administration .00
01/16/24 mfl Application to Extend Administration .00
01/16/24 13o Entry Extending Time to File Account 03/12/2024 5.00
02/13/24 13k Notice to File Account 0092045 1.00
02/13/24 15k Notice to File Status Letter 0092045 1.00
02/27/24 st Status Letter 5.00
05/31/24 l LETTER: to Jeffrey Joos .00
from Mag Asst Monica Harris
07/31/24 13m Citation to File Account sent to fidy 5.00
07/31/24 vcos Certificate of Service for Virtual Mail .00
07/31/24 vcs Virtual Service Mail Sent 8.16
Christopher S Swartz 008756
07/31/24 vcs Virtual Service Mail Sent 8.16
Jeffrey M Joos 008763
08/13/24 vcr Virtual Service Returned .00
F01 008756
08/13/24 vcr Virtual Service Returned .00
A0092045 008763
08/26/24 nc Notice of Change of Address of: .00
Fiduciary's
08/26/24 6a Amended Inventory 64275.26 17.00
08/26/24 6t Ohio Estate Tax Anticipated? n .00
08/26/24 6c Surviving Spouse Waiver of Taking .00
Inventory
08/26/24 6d Waiver of Notice of Hearing on Inventory .00
08/26/24 6.1 Schedule of Assets R/E: NO/RE .00
08/26/24 mfl Application to Extend Administration .00
08/26/24 13o Entry Extending Time to File Account 12/31/2024 5.00
08/26/24 l LETTER: .00
Additional deposit.
08/27/24 6e Entry Setting Hearing on Inventory .00
09/23/24 6h Judgment Entry Approving Inventory .00
01/13/25 st Status Letter 5.00
02/07/25 ad Additional Deposit Rec # 639275 98.06
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/16/25 13m Citation to File Account sent to fidy 5.00
05/19/25 vcos Certificate of Service for Virtual Mail .00
05/19/25 vcs Virtual Service Mail Sent 8.16
Christopher S Swartz 073266
05/19/25 vcs Virtual Service Mail Sent 8.16
Jeffrey M Joos 073273
05/27/25 vcr Virtual Service Returned .00
A0092045 073273
06/03/25 vcr Virtual Service Returned .00
F01 073266
07/22/25 8.7 Certified Mail Returned/SPOUSAL RIGHTS 445879 .00
NO SERVICE
07/22/25 8rm Regular Mail Sent/SPOUSAL RIGHTS .00
07/22/25 13.0 Fiduciary's Final Account 01 22.00
07/22/25 13.1 Receipts and Disbursements .00
07/22/25 13v Waiver Of Notice of Hearing and Consent .00
to Account
07/22/25 13v Waiver Of Notice of Hearing and Consent .00
to Account
07/22/25 1cc Consent to Attorney Fees .00
07/22/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
07/23/25 13e Entry Setting Hearing on Account .00
07/23/25 Refund payment # 0000083255 6.68
07/23/25 13l Entry Extending Publication Hearing for 09/30/2025 .00
Account TAM STAT
07/25/25 eb Exhibit A .00
07/25/25 ej Entry Setting Remote Hearing (Judge) 8/26/2025 5.00
at 11 a.m.
07/25/25 jcos Certificate of Service/Judicial Staff .00
08/26/25 dr Digital Record of Hearing JDM .00
08/26/2025 / 22A
11:02:04am-11:16:38am
08/26/25 dr Digital Record of Hearing initials .00
date of hearing / hearing room
Time:
09/11/25 13l STAT 10/31/2025 .00
09/11/25 ej Entry (Judge) 5.00
09/11/25 jcos Certificate of Service/Judicial Staff .00
09/11/25 eb Exhibit 2.00
10/20/25 13l STAT 12/31/2025 .00
11/03/25 13.0 Fiduciary's Final Account 01 22.00
AMENDED
11/03/25 13.1 Receipts and Disbursements AMENDED .00
11/03/25 ad Additional Deposit Rec # 654128 34.00
11/04/25 13e Entry Setting Hearing on Account .00
12/16/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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