Case Docket

Case Number: 617503  
Case Type: E  ESTATE
Case Subtype: 16  ANCILLARY ADMINISTRATION
Name : LUPO, THERESA E.
AKA :


Date Code Description Reference Receipt Cost
06/03/22 01 Case Number (Daily Reporter) 10.00
06/03/22 04 Computerized Legal Research 3.00
06/03/22 05 Computer Fee 10.00
06/03/22 08 Dispute Resolution Fund 15.00
06/03/22 16 Special Projects Fund 15.00
06/03/22 cb COST BILL .00
06/03/22 5.0 Application to Relieve Estate From 40.00
Administration
06/03/22 igf Indigent Guardianship Fund 20.00
06/03/22 Receipt 590836 113.00
06/06/22 2.2 Waiver of Notice .00
Robert W. Dolin
06/06/22 5.0e Entry Setting Hearing & Ordering Notice 06/06/2022 .00
06/06/22 1.0 Surviving Spouse, Next of Kin, Legatee- Spouse .00
Devisee
06/06/22 5.1 Assets & Liabilities of Estate to be .00
Relieved From Administration
- TOTAL PROBATE....
ASSET VALUE: $18,300
06/06/22 5.5 Release from Administration Statement of .00
Knowledge
06/06/22 12.0 Application for Certificate of Transfer .00
06/06/22 12.a Certificate of Transfer .00
06/06/22 12.2 Entry Issuing Certificate of Transfer MKB .00
06/06/22 401 Affidavit of Robert Dolin in support of .00
his motion to substitute as plaintiff
06/06/22 5.6 Entry Relieving Estate From MKB .00
Administration
06/06/22 99 Case Closed .00
01/04/23 op Entry Re-Opening Case 5.00
01/04/23 1.1 Full Estate Deposit Rec # 601218 125.00
01/04/23 l LETTER: .00
received:12/27/2022
01/04/23 m Motion to open ancillary estate and .00
application to admit will
01/04/23 cos Certificate of Service .00
01/04/23 misc Brief In Support .00
01/04/23 e order to open ancillary estate and 5.00
application to admit will tas
01/04/23 e Entry setting remote hearing 02/27/2023 5.00
11:00am
01/04/23 eb Exhibit A .00
Zoom meeting instructions
01/04/23 eb ExhibitA .00
affidavit of the records custodian
Exhibit A/Exhibit B
01/04/23 4.1 Supplemental Application for Ancillary .00
Administration
01/04/23 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
01/04/23 4.0 Application for Authority to Administer 5.00
Estate
02/01/23 cr Certified Mail Returned .00
John Gonzales, ESQ
02/01/23 cr Certified Mail Returned .00
Robert Dolin
02/01/23 cr Certified Mail Returned .00
Louis Lupo
02/01/23 cr Certified Mail Returned .00
James N. Blazek, ESQ
02/01/23 misc Miscellaneous Filing .00
Cover Letters from Atty Artz, Dewhirst
02/27/23 4.5 Entry Appointing Fiduciary, Letter of TAS 10.00
Authority LIMITED
ARTZ, BRIAN S. (fidy)
04/22/2025 Vacated
02/27/23 adl Additional Letters of Authority 2.00
02/27/23 igf Indigent Guardianship Fund 30.00
02/28/23 19k Notice of Case Schedule 1.00
02/28/23 8.9 Summary of General Rights of Surviving .00
Spouse
02/28/23 8.0 Citation to Surviving Spouse 5.00
02/28/23 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
02/28/23 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 6.85
Robert Dolin 478525
02/28/23 l LETTER: to Brian Artz .00
from Lindsay E Webster
03/20/23 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
RD 478525
06/23/23 6m Citation to File Inventory 0002003 fidy 5.00
06/23/23 vcos Certificate of Service for Virtual Mail .00
06/23/23 vcs Virtual Service Mail Sent 6.85
Brian S Artz 497670
07/06/23 vcr Virtual Service Returned .00
BSA497670
08/14/23 1.4 Subpoena (Attorney to Serve) .00 .00
Porter, Wright, Morris & Arthur, LLP Rec # 624692
attn: Custodian of Records
08/25/23 8ic Entry Continuing Citation Hearing For 09/22/2023 5.00
Inventory
08/25/23 rm Regular Mail Sent .00
08/25/23 rm Regular Mail Sent .00
08/25/23 eb Exhibit .00
Zoom Hearing
08/25/23 dr Digital Record of Hearing MCD .00
08/25/2023 / 22A
10:03:34am-10:05:20am
08/30/23 6.4 Application to Extend Time to File .00
Inventory and Account
08/30/23 6.5 Entry Extending Time to File Inventory 10/13/2023 5.00
08/30/23 13o Entry Extending Time to File Account 12/22/2023 5.00
09/07/23 md MOTION DOCKET: .00
09/07/23 m Motion to Quash Subpeona Directed at .00
Non-Party Porter, Wright, Morris &
Arthur LLP
09/07/23 mem Memorandum in Support .00
09/07/23 cos Certificate of Service .00
09/19/23 md MOTION DOCKET: .00
09/19/23 rep Administrator's Response in Opposition .00
to Motion to Quash & in Support of Order
to Compel Movant to Comply with
Subpoena
09/19/23 cos Certificate of Service .00
09/19/23 brf Brief in Support .00
10/20/23 mo Magistrate's Order MCD 5.00
-Porter Wright's motion to quash
subpoena is DENIED & shall produce a
copy of the 2015 will by 11/17/2023
10/20/23 cos Certificate of Service .00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/02/23 2.1 Non-party Porter, Wright, Morris & .00
Arthur LLP's Notice of Compliance
11/02/23 cos Certificate of Service .00
11/07/23 l LETTER:Cover Letter. 10/31/2023 .00
11/07/23 401 Affidavit .00
11/07/23 eb Exhibit:A. .00
11/07/23 eb Exhibit:B. .00
11/07/23 6.0 Inventory 3619.00 17.00
11/07/23 6t Ohio Estate Tax Anticipated? n .00
11/07/23 6.1 Schedule of Assets R/E:No R/E. 0.00 .00
11/08/23 6e Entry Setting Hearing on Inventory .00
12/04/23 6h Judgment Entry Approving Inventory .00
04/19/24 l LETTER:Cover Letter. 04/16/2024 .00
04/19/24 st Status Letter 5.00
04/19/24 13.4 Statement in Lieu of Partial Account 01 22.00
04/19/24 eb Exhibit:A .00
04/19/24 ad Additional Deposit Rec # 624692 50.00
04/22/24 13e Entry Setting Hearing on Account .00
06/03/24 13h Judgment Entry Approving Partial Account .00
06/20/24 13m Citation to File Account 0002003 fidy 5.00
06/20/24 vcos Certificate of Service for Virtual Mail .00
06/20/24 vcs Virtual Service Mail Sent 7.40
Brian S Artz 614633
07/02/24 vcr Virtual Service Returned .00
BSA 614633
07/03/24 mfl Application to Extend Administration .00
07/03/24 13o Entry Extending Time to File Account 04/04/2025 5.00
01/08/25 1.1 Full Estate Deposit Rec # 637723 175.00
New Appointment
01/22/25 2.0lw Application to Admit Lost Will .00
to Probate
01/22/25 1e Entry Setting Hearing 02/19/2025 5.00
10:00am
01/22/25 eb Exhibit A .00
hearing instructions
01/22/25 cos Certificate of Service .00
01/22/25 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
01/22/25 m Motion To admit copy of Theresa E. .00
Lupo's last will and testament to
Probate
01/22/25 cos Certificate of Service .00
Robert Dolin
01/22/25 misc Brief In Support .00
01/22/25 plw PROPOSED LAST WILL & TESTAMENT OF: .00
Theresa E. Lupo
01/22/25 eb Exhibit B .00
Affidavit of Karen E. Pecar
01/22/25 eb Exhibit C .00
Affidavit Of Rose Hawley
01/22/25 eb Exhibit D .00
succession and wills
01/22/25 l LETTER: .00
Received: 12/30/2024
02/19/25 dr Digital Record of Hearing MCD .00
02/19/2025 / Zoom
02/25/25 cr Certified Mail Returned .00
-Hearing on App. to Admit Lost Will to
Probate
03/05/25 dc Certified Death Certificate .00
03/21/25 15ek eNotice to File Status Letter 0002003 .00
03/25/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/28/25 17d Magistrate's Decision MCD .00
-The last will & testament of Theresa
Lupo, be admitted to probate. LOA's
naming Brian Artz as admin are VACATED.
03/28/25 17b Notice To Attorneys and Parties .00
03/28/25 17c Findings of Fact .00
03/28/25 cos Certificate of Service .00
04/22/25 ej Entry (Judge) 5.00
04/22/25 jcos Certificate of Service/Judicial Staff .00
James Blazek
Brian Artz
04/22/25 mo Magistrate's Order Vacating Letter Of MCD 5.00
Authority
04/22/25 cos Certificate of Service .00
04/22/25 SR Service Request .00
06/27/25 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
06/27/25 3.b Application to Dispense With Appraisal .00
06/27/25 4.0 Application for Authority to Administer 5.00
Estate
06/27/25 4.1 Supplemental Application for Ancillary .00
Administration
06/27/25 4.0a Fiduciary's Acceptance .00
06/27/25 noc1 Estates Notice of Compliance - Clerk .00
07/09/25 noc2 Estates Notice of Compliance - Legal .00
07/10/25 ad Additional Deposit Rec # 647579 125.00
07/10/25 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
LUPO, MARIAN E (Fidy)
07/10/25 igf Indigent Guardianship Fund 30.00
07/10/25 adl Additional Letters of Authority 2.00
07/10/25 rusm Regular U.S. Mail .69
07/11/25 19k Notice of Case Schedule 1.00
09/23/25 50b Application to Allow Fiduciary's Claim .00
09/23/25 cos Certificate of Service .00
09/23/25 eb Exhibit A to Fiduciary's Claim .00
09/23/25 m Motion to Vacate Certificate of Transfer 14.00
Entered 6/6/2022
09/23/25 cos Certificate of Service .00
09/23/25 rb Reply Brief .00
09/23/25 401 Affidavit of the Records Custodian .00
09/23/25 eml e-Mail Correspondence Received from: .00
-Marian Lupo
(NOT EVIDENCE)
09/23/25 misc Certificate of Good Standing .00
-The Supreme Court of Ohio
(Robert Wayne Dolin)
09/23/25 1e Entry Setting Hearing 10/22/2025 5.00
10:00 AM
MCD
09/24/25 eb Exhibit A .00
10/16/25 cr Certified Mail Returned .00
-Hearing on 10/22/2025
*Robert Dolin*
10/22/25 dr Digital Record of Hearing MCD .00
10/22/2025 / Zoom
10/27/25 2.3 Entry Admitting Will to Probate mcd 15.00
10/27/25 lw LAST WILL AND TESTAMENT OF: 05/04/2015 .00
Theresa E. Lupo
05/12/26 17d Magistrate's Decision 5.00
05/12/26 17b Notice To Attorneys and Parties .00
05/12/26 17c Findings of Fact .00
05/12/26 e Entry mcd 5.00
Denied Motion to Allow Claim
Denied Motion to Vacate the Certificate
of Transfer
05/14/26 jcos Certificate of Service/Judicial Staff rbwm .00
Blazek, James N. for Dolin, Robert W
Artz, Brian S. for Artz, Brian S., Lupo,
Marian E.
05/26/26 1fa Application to Extend Time .00
To File Objections To Magisrates
Findings
05/26/26 e Entry 5.00
Extending Time To File Objections To The 06/08/2026
Magistrate Findings Of Fact and
Conclusions Of Law Filed 5/14/26
06/08/26 m18ob Objections to Magistrate's Decision 9.00
06/08/26 cos Certificate of Service .00
06/08/26 eb Exhibit A 14.00
06/08/26 eb Exhibit B .00
DEPOSIT REMAINING 170.21
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