Case Docket

Case Number: 619321  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : UPPER, LINDSAY A.
AKA :


Date Code Description Reference Receipt Cost
08/29/22 01 Case Number (Daily Reporter) 10.00
08/29/22 02 Forms 10.00
08/29/22 03 Docketing & Index 15.00
08/29/22 04 Computerized Legal Research 3.00
08/29/22 05 Computer Fee 10.00
08/29/22 07 Legal Aid Trust Fund 26.00
08/29/22 08 Dispute Resolution Fund 15.00
08/29/22 16 Special Projects Fund 15.00
08/29/22 1.1 Full Estate Deposit Rec # 595081 250.00
08/31/22 4.0 Application for Authority to Administer 5.00
Estate
08/31/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
08/31/22 4.2 Fiduciary's Bond 200000.00 .00
liberty
08/31/22 poab Power of Attorney for Bonding Agency 10.00
-To:Piker, daniel b.
(LAST NAME, FIRST NAME)
08/31/22 3.b Application to Dispense With Appraisal .00
08/31/22 3.be Entry Dispensing With Appraisal 5.00
08/31/22 4.0a Fiduciary's Acceptance .00
08/31/22 dc Death Certificate .00
Lindsay A. Upper
08/31/22 dl Copy of Driver's License of: .00
Lindsay A. Upper
08/31/22 l LETTER: .00
Received:08/24/2022
10/12/22 l LETTER: to Vincent A Salinas .00
from Monica Harris
10/21/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/20/22 4.5 Entry Appointing Fiduciary, Letter of mcd 10.00
Authority
PERKINS, TIMOTHY (fidy)
12/20/22 igf Indigent Guardianship Fund 30.00
12/20/22 adl Additional Letters of Authority 4.00
12/20/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee amended
12/20/22 4.a Waiver of Right to Administer .00
Gerri L Perkins/Riley Perkins
Landon Perkins/Hayden Perkins
Timothy Perkins/Landon and Hayden
12/21/22 19k Notice of Case Schedule 1.00
04/18/23 6m Citation to File Inventory sent to fidy 5.00
04/18/23 vcos Certificate of Service for Virtual Mail .00
04/18/23 vcs Virtual Service Mail Sent 6.85
Timothy Perkins 488593
04/18/23 vcs Virtual Service Mail Sent 6.85
Vincent A Salinas Sr 488609
04/25/23 vcr Virtual Service Returned .00
VAS 488609
04/27/23 l LETTER:Cover Letter. 03/28/2023 .00
04/27/23 6.4 Application to Extend Time to File .00
Inventory
04/27/23 6.4 Application to Extend Time to File .00
Inventory
04/27/23 6.5 Entry Extending Time to File Inventory 06/01/2023 5.00
05/03/23 vcr Virtual Service Returned .00
TP 488593
05/10/23 l LETTER: .00
Return Inventory Appaiser Not Appointed
06/02/23 l LETTER: .00
Cover Letter
06/02/23 3.a Application to Appoint Appraiser .00
06/02/23 3.ae Entry Appointing Appraiser 46 5.00
06/29/23 6.0 Inventory 248187.33 17.00
06/29/23 6t Ohio Estate Tax Anticipated? n .00
06/29/23 6d Waiver of Notice of Hearing on Inventory .00
06/29/23 6n Appraiser's Certificate v 3.00
Devin J Shobe
06/29/23 6.1 Schedule of Assets R/E: $213,415.66 .00
06/30/23 6e Entry Setting Hearing on Inventory .00
07/27/23 6h Judgment Entry Approving Inventory .00
08/03/23 l LETTER: 08/03/2023 .00
TO: Bruce Upper
FROM: Lindsay E. Webster
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/29/24 13m Citation to File Account sent to fidy 5.00
01/30/24 vcos Certificate of Service for Virtual Mail .00
01/30/24 vcs Virtual Service Mail Sent 7.40
Timothy Perkins 534696
01/30/24 vcs Virtual Service Mail Sent 7.40
Vincent A Salinas Sr 534702
02/13/24 vcr Virtual Service Returned .00
VAS 534702
02/13/24 vcr Virtual Service Returned .00
TP 534696
02/23/24 sc Substitution of Counsel 0037711 .00
02/23/24 mfl Application to Extend Administration .00
02/23/24 13o Entry Extending Time to File Account 04/26/2024 5.00
02/23/24 l LETTER: .00
Return Amended Inventory
02/23/24 c Copy .20
04/30/24 6a Amended Inventory 262271.67 17.00
04/30/24 6d Waiver of Notice of Hearing on Inventory .00
04/30/24 6.1 Schedule of Assets R/E: $227,500.00 .00
04/30/24 c Copy .40
04/30/24 ad Additional Deposit Rec # 625227 17.00
05/01/24 6e Entry Setting Hearing on Inventory .00
05/13/24 sc Substitution of Counsel 0023895 .00
05/13/24 m Motion to Withdraw Amended Inventory .00
05/13/24 e Entry 5.00
05/13/24 6a Amended Inventory 262271.67 17.00
05/13/24 6t Ohio Estate Tax Anticipated? n .00
05/13/24 6.1 Schedule of Assets R/E: $227,500.00 .00
05/14/24 6e Entry Setting Hearing on Inventory .00
05/23/24 ad Additional Deposit Rec # 626503 50.00
05/31/24 misc Miscellaneous Filing -Custody Orders 10.00
06/04/24 m Motion .00
-Seeks an Order to allow Administrator,
Timothy Perkins, to distribute the 2017
Honda Pilot to Jacob & Ashley Jones
06/04/24 e Entry MCD 5.00
06/04/24 1.0 Surviving Spouse, Next of Kin, Legatee- n .00
Devisee AMENDED
06/04/24 9.7 Application to Transfer Motor Vehicle .00
06/04/24 9.8 Entry Approving Transfer of Motor 2017 5.00
Vehicle HONDA
06/04/24 cc Certified Copy 1.00
06/07/24 6h Judgment Entry Approving Inventory .00
09/11/24 13m Citation to File Account sent to fidy 5.00
09/11/24 vcos Certificate of Service for Virtual Mail .00
09/11/24 vcs Virtual Service Mail Sent 8.16
Timothy Perkins 017734
09/11/24 vcs Virtual Service Mail Sent 8.16
Vincent A Salina Sr 017741
09/17/24 vcr Virtual Service Returned .00
F01 017734
09/24/24 vcr Virtual Service Returned .00
A23895 017741
11/07/24 ad Additional Deposit Rec # 634924 60.00
11/07/24 sc Substitution of Counsel 0096930 .00
11/07/24 att signature pages .00
11/08/24 mfl Application to Extend Administration .00
11/08/24 13o Entry Extending Time to File Account 04/07/2025 5.00
11/08/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/08/24 13a Fiduciary's Partial Account 01 22.00
11/08/24 13.1 Receipts and Disbursements .00
11/08/24 13.2 Assets Remaining in Fiduciary's Hands 227850.00 .00
11/08/24 ex Extra Pages 10.00
11/12/24 13e Entry Setting Hearing on Account .00
12/17/24 l LETTER: to Christopher Diedling .00
from Mag Asst Lindsay E Webster
12/23/24 13h Judgment Entry Approving Partial Account .00
03/26/25 mfl Application to Extend Administration .00
03/26/25 mfle Entry Extending Administration 5.00
03/27/25 19k Notice of Case Schedule 1.00
03/28/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/03/25 4.2B Copy of Bond Documents .00
10/06/25 4.2 Entry Approving Fiduciary's Bond 455700.00 5.00
liberty
10/10/25 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee Amended
11/05/25 13a Fiduciary's Partial Account 02 22.00
11/05/25 13.1 Receipts and Disbursements .00
11/05/25 13.2 Assets Remaining in Fiduciary's Hands 227824.37 .00
11/05/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/05/25 mfl Application to Extend Administration .00
11/05/25 mfle Entry Extending Administration 5.00
11/05/25 st Status Letter 5.00
11/05/25 ad Additional Deposit Rec # 654272 27.42
11/06/25 19k Notice of Case Schedule 1.00
11/06/25 13e Entry Setting Hearing on Account .00
11/06/25 au Authenticated Copies 9.00
11/06/25 ad Additional Deposit Rec # 654354 9.00
12/18/25 13h Judgment Entry Approving Partial Account .00
02/23/26 au Authenticated Copies 11.00
02/23/26 ad Additional Deposit Rec # 660170 11.00
BALANCE DUE 1.00
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