Case Docket

Case Number: 617944  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : LOWERY, PHYLLIS ANITA
AKA :


Date Code Description Reference Receipt Cost
06/23/22 01 Case Number (Daily Reporter) 10.00
06/23/22 02 Forms 10.00
06/23/22 03 Docketing & Index 15.00
06/23/22 04 Computerized Legal Research 3.00
06/23/22 05 Computer Fee 10.00
06/23/22 07 Legal Aid Trust Fund 26.00
06/23/22 08 Dispute Resolution Fund 15.00
06/23/22 16 Special Projects Fund 15.00
06/23/22 1.1 Full Estate Deposit Rec # 591834 250.00
06/24/22 4.0 Application for Authority to Administer 5.00
Estate
06/24/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
06/24/22 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS Agency
N Romanelli
06/24/22 bacb Bond Application for CBS Agency .00
06/24/22 4.0a Fiduciary's Acceptance .00
06/24/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
LOWERY, STEPHEN L. (fidy)
06/24/22 dc Death Certificate .00
Phyllis Anita Lowery
06/24/22 l Cover letter from attorney received .00
June 22, 2022
06/24/22 igf Indigent Guardianship Fund 30.00
06/24/22 adl Additional Letters of Authority 3.00
06/27/22 19k Notice of Case Schedule 1.00
11/03/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/22/22 6m Citation to File Inventory sent to fidy 5.00
11/23/22 vcos Certificate of Service for Virtual Mail .00
11/23/22 vcs Virtual Service Mail Sent 6.57
Stephen L Lowery 463446
11/23/22 vcs Virtual Service Mail Sent 6.57
Steven D Rowe 463453
11/28/22 l LETTER: .00
Form 3.0A and additional bond. Returning
Inventory.
11/29/22 vcr Virtual Service Returned .00
SLL 463446
12/06/22 vcr Virtual Service Returned .00
SDR 463453
01/27/23 13.10 Notice to Extend Administration .00
01/27/23 1ae Entry Increasing Bond 181500.00 5.00
RLI
01/27/23 4.2 Fiduciary's Bond 221500.00 .00
CBS
01/27/23 bacb Bond Application for CBS Agency .00
01/27/23 8ic Entry Continuing Citation Hearing For 02/24/2023 5.00
Inventory
01/27/23 rm Regular Mail Sent .00
Steven Rowe
01/27/23 l LETTER: .00
Form 3.0A for business
01/27/23 l LETTER: .00
Cover Letter
01/30/23 19k Notice of Case Schedule 1.00
02/10/23 m Motion to Extend Deadline to File .00
Inventory and Appraisal and
Motion for Certificate of Transfer of
Automobile Prior to Filing of Inv.
02/10/23 eb Exhibit A .00
Application for Transfer
02/10/23 9.7 Application to Transfer Motor Vehicle .00
2010 Mazda CX 7
02/10/23 9.8 Entry Approving Transfer of Motor 5.00
Vehicle
02/10/23 misc Notice of Appearance by .00
Michael P. Ferguson as Co-Counsel
02/10/23 l Cover letter from Atty Michael P. .00
Ferguson
Dated: 02/03/2023
02/24/23 dr Digital Record of Hearing RVM .00
2/24/23 22A 10:01:39 - 10:06:39 am
02/24/23 8ic Entry Continuing Citation Hearing For 05/05/2023 5.00
Inventory
02/24/23 rm Regular Mail Sent .00
Stephen Lowery
Michael Ferguson
Steven Rowe
02/24/23 eb Exhibit .00
05/05/23 8ic Entry Continuing Citation Hearing For 06/09/2023 5.00
Inventory
05/05/23 rm Regular Mail Sent .00
Stephen Lonery
05/05/23 rm Regular Mail Sent .00
Steven Rowe
05/05/23 eb Exhibit .00
Zoom Hearing
05/05/23 dr Digital Record of Hearing MCD .00
5/5/23 22A 9:39:27 - 9:45:59 am
05/30/23 3.b Application to Dispense With Appraisal .00
05/30/23 3.be Entry Dispensing With Appraisal 5.00
05/30/23 mem Memorandum in Support .00
05/30/23 6.0 Inventory 459610.68 17.00
05/30/23 6d Waiver of Notice of Hearing on Inventory .00
05/30/23 6.1 Schedule of Assets R/E: 176800.00 .00
05/30/23 2.2 Waiver of Notice .00
05/31/23 6e Entry Setting Hearing on Inventory .00
06/14/23 l LETTER: to Steven Rowe .00
from Lindsay E Webster
06/26/23 1ae Entry Increasing Bond 697722.00 5.00
RLI Surety
06/26/23 4.2 Fiduciary's Bond 919222.00 .00
RLI Surety
06/26/23 bacb Bond Application for CBS Agency .00
06/26/23 poa Power of Attorney .00
RLI Insurance Company
06/26/23 6h Judgment Entry Approving Inventory .00
07/25/23 13.10 Notice to Extend Administration .00
07/25/23 13o Entry Extending Time to File Account 12/15/2023 5.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/16/23 13k Notice to File Account 0020475 1.00
11/16/23 15k Notice to File Status Letter 0020475 1.00
01/26/24 l LETTER:Cover Letter. 01/23/2024 .00
01/26/24 st Status Letter 5.00
06/20/24 13m Citation to File Account sent to fidy 5.00
06/20/24 vcos Certificate of Service for Virtual Mail .00
06/20/24 vcs Virtual Service Mail Sent 7.40
Stephen L Lowery 614688
06/20/24 vcs Virtual Service Mail Sent 7.40
Steven D Rowe 614695
07/02/24 vcr Virtual Service Returned .00
SLL 614688
07/02/24 l LETTER:Cover Letter. 06/25/2024 .00
07/02/24 1b Application to Reduce Bond 5.00
07/02/24 1be Entry to Reduce Bond 780022.06 5.00
CBS
07/02/24 13a Fiduciary's Partial Account 01 22.00
07/02/24 13.1 Receipts and Disbursements .00
07/02/24 13.2 Assets Remaining in Fiduciary's Hands 390011.03 .00
07/02/24 ex Extra Pages 6.00
07/02/24 l LETTER:Need 13.4a. .00
07/03/24 13e Entry Setting Hearing on Account .00
07/09/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
08/14/24 13h Judgment Entry Approving Partial Account .00
12/27/24 15k Notice to File Status Letter 0020475 1.00
01/03/25 st Status Letter 5.00
03/26/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/03/25 ad Additional Deposit Rec # 642270 75.00
06/02/25 13k Notice to File Account 0020475 1.00
12/05/25 15k Notice to File Status Letter 0020475 1.00
01/20/26 st Status Letter 5.00
04/14/26 13m Citation to File Account sent to fidy 5.00
04/14/26 vcos Certificate of Service for Virtual Mail .00
04/14/26 vcs Virtual Service Mail Sent 8.86
Stephen L Lowery 130495
04/14/26 vcs Virtual Service Mail Sent 8.86
Steven D Rowe 130501
04/24/26 vcr Virtual Service Returned .00
A20475 130501
05/05/26 20.7 Notice of Death of Fiduciary .00
05/05/26 dc Death Certificate .00
-Stephen Linden Lowery
05/05/26 ad Additional Deposit Rec # 664870 10.00
05/13/26 cmw Certified Mail Returned/No Service .00
Stephen L. Lowery-Unclaimed.
05/13/26 rm Regular Mail Sent .00
-Stephen L. Lowery
06/05/26 20.7 Notice of Death of Fiduciary .00
06/05/26 e Entry jaa 5.00
The executor or administrator of the
deceased fiduciary's estate file a final
account on behalf of the deceased
06/05/26 ex fiduciary on or before 09/30/2026 .00
06/05/26 dr Digital Record of Hearing MCD .00
06/05/2026 / 22A
9:37:45am-10:54:42am
06/10/26 4.0 Application for Authority to Administer 5.00
Estate
06/10/26 4.0a Fiduciary's Acceptance .00
06/10/26 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee Amended
06/10/26 4.2B Copy of Bond Documents .00
06/10/26 ad Additional Deposit Rec # 667050 10.00
06/10/26 noc1 Estates Notice of Compliance - Clerk .00
06/11/26 8ac Entry Continuing Citation Hearing For 08/07/2026 5.00
Account
06/11/26 rm Regular Mail Sent .00
06/11/26 rm Regular Mail Sent .00
06/12/26 4.5 Entry Appointing Fiduciary, Letter of JAA 10.00
Authority
FERGUSON, MICHAEL P. (Fidy)
06/12/26 ad Additional Deposit Rec # 667148 20.00
06/12/26 igf Indigent Guardianship Fund 30.00
06/12/26 adl Additional Letters of Authority 2.00
06/12/26 rusm Regular U.S. Mail .74
06/12/26 4.2 Entry Approving Fiduciary's Bond 780022.00 5.00
(RLI)
06/15/26 19k Notice of Case Schedule 1.00
07/27/26 ad Additional Deposit Rec # 669773 55.00
07/27/26 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
07/27/26 13.0 Fiduciary's Final Account 02 22.00
LOWERY, STEPHEN L. (fidy)
07/27/26 13.1 Receipts and Disbursements .00
07/28/26 13e Entry Setting Hearing on Account .00
DEPOSIT REMAINING 4.60
View Estate Fiduciaries
New Search
Probate Homepage