Case Docket

Case Number: 618012  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : ROBERTSON, DAVID WARREN
AKA : ROBERTSON, DAVID W.


Date Code Description Reference Receipt Cost
06/28/22 01 Case Number (Daily Reporter) 10.00
06/28/22 02 Forms 10.00
06/28/22 03 Docketing & Index 15.00
06/28/22 04 Computerized Legal Research 3.00
06/28/22 05 Computer Fee 10.00
06/28/22 07 Legal Aid Trust Fund 26.00
06/28/22 08 Dispute Resolution Fund 15.00
06/28/22 16 Special Projects Fund 15.00
06/28/22 1.1 Full Estate Deposit Rec # 591971 300.00
06/29/22 4.0 Application for Authority to Administer 5.00
Estate
06/29/22 1.0 Surviving Spouse, Next of Kin, Legatee- .00
Devisee
06/29/22 4.0a Fiduciary's Acceptance .00
06/29/22 dc Death Certificate .00
David Warren Robertson
06/29/22 l Cover letter from Atty Gregory L. .00
Williams
06/29/22 l Letter to Atty asking for 4.2 and POA .00
to be resubmitted. Along with 4.5 form.
Amend 1.0 showing father's information.
07/15/22 1.0 Surviving Spouse, Next of Kin, Legatee- AMENDED .00
Devisee
07/15/22 4.2 Fiduciary's Bond/ RLI Surety 850000.00 .00
CBS
N. Romanelli
07/15/22 bacb Bond Application for CBS Agency .00
07/15/22 dc Death Certificate .00
Larry W. Robertson
07/15/22 l Leter to Atty Glover asking for waiver .00
from Sylvia Robertson and resubmit of
4.5 form
07/15/22 l Cover letter from Atty Gregory L. .00
Williams
07/27/22 1c Consent to applicants request to .00
admininster
Richard Robertson for Sylvia Robertson
07/27/22 eml e-Mail Correspondence Received from: .00
- Gregory Williams
(NOT EVIDENCE)
07/27/22 misc Miscellaneous Filing .00
Durable General Power of Attorney
07/27/22 cpi Confidential Personal Identifiers .00
07/27/22 l Cover letter from Atty Gregory L. .00
Williams
07/27/22 l Letter to Atty asking for 4.5 to be .00
resubmitted.
07/27/22 rusm Regular U.S. Mail .58
07/29/22 eml e-Mail Correspondence Received from: .00
- Amy Mingo Paralegal
(NOT EVIDENCE)
08/01/22 4.0 Application for Authority to Administer AMENDED 5.00
Estate
08/01/22 eml e-Mail Correspondence Received from: .00
- Amy Mingo
(NOT EVIDENCE)
08/01/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
WILLIAMS, GREGORY L., JR (fidy)
08/01/22 eml e-Mail Correspondence Received from: .00
- Amy Mingo 07/28/2022 and 07/29/2022
(NOT EVIDENCE)
08/01/22 igf Indigent Guardianship Fund 30.00
08/01/22 adl Additional Letters of Authority 2.00
08/01/22 rusm Regular U.S. Mail .58
08/02/22 19k Notice of Case Schedule 1.00
10/21/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/30/22 3.b Application to Dispense With Appraisal .00
11/30/22 3.be Entry Dispensing With Appraisal 5.00
11/30/22 sum Franklin County Auditor's .00
Real Estate Summary
11/30/22 6.0 Inventory 274184.85 17.00
WILLIAMS, GREGORY L., JR (fidy)
11/30/22 6t Ohio Estate Tax Anticipated? n .00
11/30/22 6d Waiver of Notice of Hearing on Inventory .00
11/30/22 6.1 Schedule of Assets R/E: $260,100.00 .00
12/01/22 6e Entry Setting Hearing on Inventory .00
12/27/22 6h Judgment Entry Approving Inventory .00
03/23/23 6a Amended Inventory 276479.85 17.00
WILLIAMS, GREGORY L., JR (fidy)
03/23/23 6t Ohio Estate Tax Anticipated? n .00
Amended.
03/23/23 6d Waiver of Notice of Hearing on Inventory .00
Amended.
03/23/23 6.1 Schedule of Assets R/E:Yes R/E. 260100.00 .00
Amended.
03/23/23 9.0 Application to Sell Personal Property 10.00
03/23/23 9.1 Schedule of Personal Property .00
03/23/23 9.3 Entry Authorizing Sale of Personal MCD 5.00
Property
03/23/23 3u Report of Sale. .00
03/23/23 3v Entry Approving Report of Sale. MCD 5.00
03/23/23 9.7 Application to Transfer Motor Vehicle .00
03/23/23 9.8 Entry Approving Transfer of Motor 2010 5.00
Vehicle Chev
03/23/23 cc Certified Copy 1.00
03/23/23 12.0 Application for Certificate of Transfer 1 7.00
03/23/23 12.a Certificate of Transfer 1 .00
03/23/23 12.2 Entry Issuing Certificate of Transfer 1 .00
03/24/23 6e Entry Setting Hearing on Inventory .00
03/24/23 6e Entry Setting Hearing on Inventory .00
04/03/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/03/23 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/03/23 1cc Consent to Attorney Fees 100% 9165.00 .00
428.02
04/03/23 fs Fee Schedule 15.00
04/03/23 l LETTER: .00
Form E-6.B for final state of Ohio
payroll. Place paperwork in pickup
basket.
04/17/23 6h Judgment Entry Approving Inventory .00
05/23/23 6.b Report of Newly Discovered Assets 7.00
05/23/23 6.be Entry Approving Report of Newly 22629.31 5.00
Assets
05/23/23 13.0 Fiduciary's Final Account 01 22.00
WILLIAMS, GREGORY L., JR (fidy)
05/23/23 13.1 Receipts and Disbursements .00
05/23/23 c Copy .25
05/24/23 13e Entry Setting Hearing on Account .00
06/14/23 sc Substitution of Counsel 0088758 .00
WILLIAMS, GREGORY L., JR (fidy)
07/05/23 13i Judgment Entry Approving Final Account .00
07/06/23 Refund payment # 0000076390 20.59
10/25/23 50i Application to Reopen and Report Newly 15.00
Discovered Assets
10/25/23 50j Entry to Reopen and Report Newly AAC 5.00
Discovered Assets
10/25/23 cc Certified Copy 1.00
10/25/23 adl Additional Letters of Authority 1.00
11/02/23 fc Final Costs Rec # 616449 22.00
03/26/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE .00
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