Case Docket

Case Number: 619766  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : BERGMANN, DANIEL J.
AKA : BERGMANN, DANIEL JAMES


Date Code Description Reference Receipt Cost
09/20/22 01 Case Number (Daily Reporter) 10.00
09/20/22 02 Forms 10.00
09/20/22 03 Docketing & Index 15.00
09/20/22 04 Computerized Legal Research 3.00
09/20/22 05 Computer Fee 10.00
09/20/22 07 Legal Aid Trust Fund 26.00
09/20/22 08 Dispute Resolution Fund 15.00
09/20/22 16 Special Projects Fund 15.00
09/20/22 1.1 Full Estate Deposit Rec # 596137 250.00
09/22/22 lw LAST WILL AND TESTAMENT OF: .00
Daniel J. Bergmann 01/15/2014
09/22/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
09/22/22 2.0 Application to Probate Will .00
09/22/22 2.1a Waiver of Notice of Probate of Will .00
John J. Endicott
09/22/22 2.3 Entry Admitting Will to Probate 15.00
09/22/22 4.0 Application for Authority to Administer 5.00
Estate
09/22/22 4.a Waiver of Right to Administer .00
Irene Fraher
James R. Fraher
09/22/22 4.a Waiver of Right to Administer .00
Jane A. Soltis
09/22/22 4.a Waiver of Right to Administer .00
Cheryl A. Pollett
09/22/22 4.a Waiver of Right to Administer .00
Diane L. Pouk
09/22/22 4.a Waiver of Right to Administer .00
Mary L. Leonard
09/22/22 4.a Waiver of Right to Administer .00
Michelle Gest
09/22/22 4.a Waiver of Right to Administer .00
Thomas J. Fraher
09/22/22 4.a Waiver of Right to Administer .00
Joan A. Bull
09/22/22 4.a Waiver of Right to Administer .00
Nancy A. Fraher
09/22/22 4.a Waiver of Right to Administer .00
Marcum R. Endicott
William G. Endicott
09/22/22 4.a Waiver of Right to Administer .00
Dawn R. Ludwick
09/22/22 4.0a Fiduciary's Acceptance .00
09/22/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
ENDICOTT, JOHN J. (fidy)
09/22/22 dc Death Certificate .00
Daniel James Bergmann
09/22/22 l Letter from attorney received .00
September 19, 2022
09/22/22 igf Indigent Guardianship Fund 30.00
09/22/22 adl Additional Letters of Authority 1.00
09/22/22 rusm Regular U.S. Mail .58
09/23/22 19k Notice of Case Schedule 1.00
10/18/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Irene Fraher
10/27/22 2.1a Waiver of Notice of Probate of Will .00
John J. Endicott
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Jane A. Soltis
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Cheryl A. Pollett
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Diane L. Pouk
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Mary L. Leonard
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Michelle Gest
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Thomas J. Fraher
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Joan A. Bull
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Nancy A. Fraher
10/27/22 2.1a Waiver of Notice of Probate of Will .00
James R. Fraher
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Marcum R. Endicott
William G. Endicott
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Dawn R. Ludwick
10/27/22 2.3a Certificate of Service of Notice of .00
Probate of Will
10/27/22 l Letter from attorney received .00
October 27, 2022
10/31/22 cpi Confidential Personal Identifiers .00
10/31/22 6.0 Inventory 100886.64 17.00
10/31/22 6d Waiver of Notice of Hearing on Inventory .00
10/31/22 6.1 Schedule of Assets R/E: NO/RE .00
10/31/22 l LETTER: .00
Form 3.0B
11/01/22 6e Entry Setting Hearing on Inventory .00
11/03/22 50b Application to Allow Fiduciary's Claim .00
11/03/22 1e Entry Setting Hearing 12/06/2022 5.00
11:00 AM
11/03/22 eb Exhibit a .00
11/18/22 3.b Application to Dispense With Appraisal .00
11/18/22 3.be Entry Dispensing With Appraisal TAS 5.00
11/21/22 l LETTER: cover 11/12/2022 .00
11/21/22 1da Application for Continuance of Hearing .00
11/21/22 1de Entry Continuing Hearing 12/14/2022 5.00
11:00 AM
11/21/22 eb Exhibit a .00
11/21/22 cos Certificate of Service .00
11/25/22 6h Judgment Entry Approving Inventory .00
12/05/22 cos Certificate of Service-Notice of Hearing .00
Presentation Claim
12/07/22 misc Amended Presentation of Claim by .00
Executor
12/07/22 cos Certificate of Service .00
12/07/22 eb Exhibits .00
12/08/22 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
12/16/22 1de Entry Continuing Hearing 02/03/2023 5.00
-Must provide & file proof of service of 2:00 PM
remote hearing with zoom info.
12/16/22 eb Exhibit A .00
12/16/22 cos Certificate of Service .00
12/27/22 cos Certificate of Service .00
02/06/23 mo Magistrate's Order Setting Hearing 03/17/2023 5.00
-Atty for John Endicott shall provide 2:30 PM
notice of the hearing, as well as the
fiduciary claim & file proof of notice.
02/06/23 eb Exhibit A .00
02/06/23 cos Certificate of Service .00
02/15/23 cos Certificate of Service .00
02/15/23 att Attachments .00
03/17/23 dr Digital Record of Hearing TAS .00
3/17/23 ZOOM
03/29/23 17d Magistrate's Decision with Notice TAS .00
-see dec
03/29/23 17b Notice To Attorneys and Parties .00
03/29/23 17c Findings of Fact .00
03/29/23 cos Certificate of Service .00
04/11/23 17d Magistrate's Decision with Notice TAS .00
-see dec
04/11/23 17b Notice To Attorneys and Parties .00
04/11/23 17c Findings of Fact .00
04/11/23 cos Certificate of Service .00
04/12/23 m18ob Objections to Magistrate's Decision .00
04/12/23 mem Memorandum in Support .00
04/12/23 cos Certificate of Service .00
04/12/23 l LETTER: cover 04/10/2023 .00
05/25/23 pos Verification of Service .00
-Objection to Magistrate's Decision
08/11/23 misc Request for Decision Relating to .00
Objection to Magistrate's Decision
08/17/23 ej Judgment Entry Overruling Objections and Mackey 5.00
Adopting the Magistrates Decision
Entered 03/29/2023
08/17/23 cos Certificate of Service .00
09/29/23 l LETTER:Cover Letter. 09/06/2023 .00
09/29/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/29/23 1cc Consent to Attorney Fees 12000.00 .00
478.92
09/29/23 13v Waiver Of Notice of Hearing and Consent .00
to Account
09/29/23 13.0 Fiduciary's Final Account 01 22.00
09/29/23 13.1 Receipts and Disbursements .00
10/02/23 13e Entry Setting Hearing on Account .00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/03/23 13l Entry Extending Publication Hearing for 01/16/2024 .00
Account
11/09/23 1e Entry Setting Hearing 5.00
Final Account and Attorney Fee Review. 12/11/2023
1:00P.M.
11/09/23 eb Exhibit:A .00
Zoom Meeting Information
11/09/23 cos Certificate of Service .00
12/04/23 rmr Regular Mail Returned/Not Complete .00
Michelle Gest
12/04/23 cos Certificate of Service supplemntal .00
12/11/23 dr Digital Record of Hearing JDM .00
12/11/2023 / Zoom
01/10/24 fs Fee Schedule .00
01/10/24 ej Entry (Judge) Approving Attorney Fees Mackey 5.00
in Part. File supplemental final acct.
by 02/05/2024.
01/10/24 cos Certificate of Service .00
01/10/24 13l STAT ONLY 03/29/2024 .00
01/17/24 rmr Regular Mail Returned/Not Complete .00
Nancy A Fraher
01/17/24 cos Certificate of Service supplemental .00
01/17/24 rmr Regular Mail Returned/Not Complete .00
Michelle Gest
01/17/24 cos Certificate of Service supplemental .00
01/26/24 l LETTER:Supplemental account returned. .00
Need box checked on 2nd page of 13.0.
02/06/24 13.0 Fiduciary's Final Account 02 22.00
Supplemental
02/06/24 13.1 Receipts and Disbursements .00
02/06/24 fc Final Costs Rec # 621017 17.58
02/07/24 13e Entry Setting Hearing on Account .00
02/08/24 Pay out made through bookkeeper # 0000078560 .00
ACCT #: 000000000209 17.42
03/19/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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