Case Docket

Case Number: 619929  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : BANKS, STEWART
AKA :


Date Code Description Reference Receipt Cost
09/27/22 01 Case Number (Daily Reporter) 10.00
09/27/22 02 Forms 10.00
09/27/22 03 Docketing & Index 15.00
09/27/22 04 Computerized Legal Research 3.00
09/27/22 05 Computer Fee 10.00
09/27/22 07 Legal Aid Trust Fund 26.00
09/27/22 08 Dispute Resolution Fund 15.00
09/27/22 16 Special Projects Fund 15.00
09/27/22 1.1 Full Estate Deposit Rec # 596550 250.00
09/27/22 lw LAST WILL AND TESTAMENT OF: .00
Stewart W. Banks 10/13/2005
The Banks Revocable Living Trust Agree 10/13/2005
ment
09/27/22 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
09/27/22 2.0 Application to Probate Will .00
09/27/22 2.1a Waiver of Notice of Probate of Will .00
Susan Hamant
Susan Hamant signed for Banks Family
Trust
09/27/22 2.3 Entry Admitting Will to Probate 15.00
09/27/22 4.0 Application for Authority to Administer 5.00
Estate
09/27/22 4.0a Fiduciary's Acceptance .00
09/27/22 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
HAMANT, SUSAN (fidy)
09/27/22 dc Death Certificate .00
Stewart W Banks
09/27/22 dl Copy of Driver's License of: .00
Susan Hamant
09/27/22 l Cover Letter from Atty Schimpf Ginocchio 09/22/2022 .00
09/27/22 igf Indigent Guardianship Fund 30.00
09/27/22 adl Additional Letters of Authority 5.00
09/28/22 19k Notice of Case Schedule 1.00
09/28/22 8.9 Summary of General Rights of Surviving .00
Spouse
09/28/22 8.0 Citation to Surviving Spouse 5.00
09/28/22 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
09/28/22 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 6.57
Lila M Banks 457233
10/05/22 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
LMB 457223
10/18/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/01/22 exm Exemplified Copies 11.00
12/20/22 l LETTER:Cover Letter. 12/14/2022 .00
12/20/22 l LETTER:Return inventory. Need 3.b. Need .00
6c. Need full disclosure.
12/20/22 2.2 Waiver of Notice .00
Lila Banks
12/20/22 rr Return Receipt for Notice of Probate of .00
Will: Lila banks
12/20/22 2.2a Notice of Probate of Will .00
David Banks
12/20/22 rr Return Receipt for Notice of Probate of .00
Will: David Banks
12/20/22 2.2a Notice of Probate of Will .00
Julie Betoni
12/20/22 rr Return Receipt for Notice of Probate of .00
Will: Julie Betoni
12/20/22 2.3a Certificate of Service of Notice of .00
Probate of Will
12/20/22 l Cover Letter from Atty Schmipf Ginocchio 12/16/2022 .00
01/25/23 l LETTER:Cover Letter. 01/17/2023 .00
01/25/23 l LETTER:Return inventory. Need Proof of .00
Service for Surviving Spouse refusing
to sign 6c.
01/31/23 6m Citation to File Inventory sent to fidy 5.00
01/31/23 vcos Certificate of Service for Virtual Mail .00
01/31/23 vcs Virtual Service Mail Sent 6.85
Susan Hamant 476491
01/31/23 vcs Virtual Service Mail Sent 6.85
Julie S Kehres 476507
02/08/23 vcr Virtual Service Returned .00
SH 476491
02/15/23 vcr Virtual Service Returned .00
JSK 476507
03/23/23 8ic Entry Continuing Citation Hearing For 04/07/2023 5.00
Inventory
03/23/23 rm Regular Mail Sent .00
03/23/23 eb Exhibit .00
04/03/23 3.b Application to Dispense With Appraisal .00
04/03/23 3.be Entry Dispensing With Appraisal 5.00
04/03/23 6.0 Inventory 50134.59 17.00
04/03/23 6t Ohio Estate Tax Anticipated? n .00
04/03/23 6c Surviving Spouse Waiver of Taking n .00
Inventory
04/03/23 6d Waiver of Notice of Hearing on Inventory .00
04/03/23 6.1 Schedule of Assets R/E:No R/E. 0.00 .00
04/04/23 6e Entry Setting Hearing on Inventory .00
04/11/23 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee AMENDED
04/11/23 6d Waiver of Notice of Hearing on Inventory .00
Thomas Taneff, Successor Trustee
04/11/23 l Cover letter from Julie Schimpf Kehres .00
Dated: 04/06/2023
04/19/23 m Motion For Continuance Of Non Oral .00
Hearing On Inventory And Extension Of
Time To File Objections To Inventory
04/19/23 6l Entry Extending Publication Hearing 06/27/2023 5.00
for Inventory
06/23/23 6a Amended Inventory 59749.58 17.00
06/23/23 6c Surviving Spouse Waiver of Taking n .00
Inventory Amended.
06/23/23 6d Waiver of Notice of Hearing on Inventory Amended. .00
06/23/23 6.1 Schedule of Assets R/E:No R/E. 0.00 .00
Amended.
06/26/23 6e Entry Setting Hearing on Inventory .00
07/20/23 6h Judgment Entry Approving Inventory .00
08/14/23 ad Additional Deposit Rec # 612393 11.20
09/19/23 9.7 Application to Transfer Motor Vehicle .00
09/19/23 9.8 Entry Approving Transfer of Motor 2000 5.00
Vehicle Buick
09/19/23 cc Certified Copy 1.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/14/23 9.7 Application to Transfer Motor Vehicle .00
11/14/23 9.8 Entry Approving Transfer of Motor 1992 5.00
Vehicle GMC
11/14/23 cc Certified Copy 1.00
11/14/23 6.b Report of Newly Discovered Assets 7.00
11/14/23 6.be Entry Approving Report of Newly 6429.75 5.00
Assets
11/14/23 l LETTER:Cover Letter. 10/25/2023 .00
11/14/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/14/23 13v Waiver Of Notice of Hearing and Consent .00
to Account
11/14/23 13a Fiduciary's Partial Account 01 22.00
11/14/23 13.1 Receipts and Disbursements .00
11/14/23 13.2 Assets Remaining in Fiduciary's Hands 56941.59 .00
11/14/23 ex Extra Pages 2.00
11/15/23 13e Entry Setting Hearing on Account .00
11/15/23 13e Entry Setting Hearing on Account .00
11/16/23 l LETTER:Cover Letter. 11/13/2023 .00
11/16/23 13v Waiver Of Notice of Hearing and Consent .00
to Account
11/27/23 l LETTER: cover 11/08/2023 .00
11/27/23 ad Additional Deposit Rec # 617465 75.00
11/27/23 1ca Application for Attorney Fees 10.00
Julie Schimpf Kehres
11/27/23 1cc Consent to Attorney Fees .00
Thomas Taneff
11/27/23 fs Fee Schedule 9.00
11/27/23 morf Magistrate's Order Regarding Fees 18848.42 .00
11/28/23 ad Additional Deposit Rec # 617565 75.00
11/28/23 13m Citation to File Account sent to fidy 5.00
11/29/23 vcos Certificate of Service for Virtual Mail .00
11/29/23 vcs Virtual Service Mail Sent 7.21
Susan Hamant 524468
11/29/23 vcs Virtual Service Mail Sent 7.21
Julie S Kehres 524475
12/12/23 vcr Virtual Service Returned .00
JSK 524475
12/26/23 13h Judgment Entry Approving Partial Account .00
12/27/23 l LETTER:Cover Letter. 12/20/2023 .00
12/27/23 l LETTER:Account returned. Need updated .00
form 13.0.
01/04/24 vcmw Virtual Service Returned/NO SERVICE .00
HAMANT, SUSAN-Unclaimed.
01/04/24 rm Regular Mail Sent .00
01/09/24 l LETTER:Cover Letter. 01/02/2024 .00
01/09/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
01/09/24 13d Waiver of Notice of Hearing on Account .00
01/09/24 13.0 Fiduciary's Final Account 02 22.00
01/09/24 13.1 Receipts and Disbursements .00
01/09/24 Refund payment # 0000078272 41.51
01/10/24 13e Entry Setting Hearing on Account .00
02/21/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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