Case Docket

Case Number: 620259  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : LAPPERT, FREDRICK W., JR.
AKA : LAPPERT, FRED W., JR.


Date Code Description Reference Receipt Cost
10/14/22 01 Case Number (Daily Reporter) 10.00
10/14/22 02 Forms 10.00
10/14/22 03 Docketing & Index 15.00
10/14/22 04 Computerized Legal Research 3.00
10/14/22 05 Computer Fee 10.00
10/14/22 07 Legal Aid Trust Fund 26.00
10/14/22 08 Dispute Resolution Fund 15.00
10/14/22 16 Special Projects Fund 15.00
10/14/22 la Lay Person Application for Authority .00
to Administer Estate.
10/14/22 lah Entry Setting Hearing. Lay Application 11/18/2022 .00
Hearing Date: 10:00am
10/14/22 eb Exhibit A .00
Zoom Meeting instructions
10/14/22 1.1 Full Estate Deposit Rec # 597442 250.00
10/17/22 lw LAST WILL AND TESTAMENT OF: .00
Fred W. Lappert, Jr. 09/28/2021
10/17/22 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
10/17/22 2.0 Application to Probate Will .00
10/17/22 2.3 Entry Admitting Will to Probate 15.00
10/17/22 4.0 Application for Authority to Administer 5.00
Estate
10/17/22 4.0a Fiduciary's Acceptance .00
10/17/22 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
Daniel A. Lappert, Kelly M. Nixon,
Patricia A. Lappert, Allison A.
Grywalski, Sarah N. Grosh, Brian Pace,
10/27/22 ex Bear Grosh, Daniel R. Lappert .00
10/27/22 2.1a Waiver of Notice of Probate of Will .00
Alyssa L. Lappert
10/27/22 misc Final Audit Report dated .00
October 25, 2022
11/18/22 dr Digital Record of Hearing TAS .00
11/18/22 ZOOM
12/09/22 4.2 Fiduciary's Bond 124000.00 .00
Rli
12/09/22 poa Power of Attorney .00
12/09/22 att Attachments .00
12/09/22 4.5 Entry Appointing Fiduciary, Letter of tas 10.00
Authority
LAPPERT, PATRICIA A. (fidy)
12/09/22 igf Indigent Guardianship Fund 30.00
12/09/22 adl Additional Letters of Authority 4.00
12/12/22 19k Notice of Case Schedule 1.00
02/13/23 2.3a Certificate of Service of Notice of .00
Probate of Will
03/27/23 3.b Application to Dispense With Appraisal .00
03/27/23 3.be Entry Dispensing With Appraisal 5.00
03/27/23 dc Death Certificate .00
03/27/23 l LETTER: .00
Return Inventory and Partial Account
03/27/23 rusm Regular U.S. Mail 1.10
04/11/23 6.0 Inventory 60103.24 17.00
04/11/23 6t Ohio Estate Tax Anticipated? n .00
04/11/23 6d Waiver of Notice of Hearing on Inventory .00
04/11/23 6.1 Schedule of Assets R/E:No R/E. 0.00 .00
04/11/23 rusm Regular U.S. Mail 1.20
04/11/23 l LETTER:Return account. Need app for fees .00
. Need 13.4a. Need fr. Need bank stateme
nts verifying ending balances.
04/12/23 6e Entry Setting Hearing on Inventory .00
05/08/23 6h Judgment Entry Approving Inventory .00
05/08/23 fr Funeral Receipt .00
05/08/23 1cc Consent to Attorney Fees .00
Fiduciary Fee
05/08/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/08/23 l LETTER: .00
Return Bank Statments Wrong Format
05/08/23 rusm Regular U.S. Mail .60
06/21/23 11a Request for Acceptance of Resignation of 5.00
Fiduciary
06/21/23 11b Entry Accepting Resignation and Ordering 09/18/2023 5.00
Final Account
08/04/23 1.1 Full Estate Deposit Rec # 611944 250.00
New Appointment
08/17/23 l LETTER:Staff Attrny letter missing docs: .00
Please file a form 4.2 for the
additional bond amount and a proposed
Form 1.A
08/17/23 4.0 Application for Authority to Administer 5.00
Estate
08/17/23 4.a Waiver of Right to Administer .00
Patricia A Lappert
08/17/23 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
08/17/23 4.0a Fiduciary's Acceptance .00
08/17/23 l LETTER:Attrny letter received 7/24/2023 .00
08/17/23 l LETTER:Attrny letter received 8/3/2023 .00
09/01/23 4.2 Fiduciary's Bond 47000.00 .00
RLI Ins.
09/01/23 poa Power of Attorney .00
Barton W. Davis
09/01/23 4.2 Fiduciary's Bond 120000.00 .00
RLI Ins.
09/01/23 poa Power of Attorney .00
Barton W. Davis
09/01/23 bacb Bond Application for CBS Agency .00
09/01/23 att RLI Rider .00
09/01/23 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
LAPPERT, DANIEL R (fidy)
09/01/23 l Cover letter from Atty's office .00
Dated: 08/29/2023
09/01/23 adl Additional Letters of Authority 2.00
09/05/23 19k Notice of Case Schedule 1.00
09/06/23 igf Indigent Guardianship Fund 30.00
09/26/23 sc Substitution of Counsel 0069811 .00
LAPPERT, PATRICIA A. (fidy)
09/26/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
09/26/23 1cc Consent to Attorney Fees .00
09/26/23 13.0 Fiduciary's Final Account 01 22.00
LAPPERT, PATRICIA A. (fidy)
09/26/23 13.1 Receipts and Disbursements .00
09/26/23 13.2 Assets Remaining in Fiduciary's Hands 46994.01 .00
To Successor
09/26/23 ex Extra Pages 3.00
09/27/23 13e Entry Setting Hearing on Account .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
11/07/23 13i Judgment Entry Approving Final Account .00
11/17/23 md MOTION DOCKET: .00
11/17/23 l LETTER: 11/16/2023 .00
TO: FCPC
FROM: Jenica A. Fuller
11/17/23 md MOTION DOCKET: .00
11/17/23 m Motion by Fiduciary to Terminate Trust .00
11/17/23 401 Affidavits .00
Kelly M. Nixon
Daniel A. Lappert
11/21/23 e Entry to Terminate Trust MCD 5.00
05/03/24 1cc Consent to Attorney Fees 100% 11326.50 .00
443.31
05/03/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
05/03/24 l LETTER: .00
Return account 13.0 2nd page box not
checked
05/13/24 13.0 Fiduciary's Final Account 01 22.00
LAPPERT, DANIEL R (fidy)
05/13/24 13.1 Receipts and Disbursements .00
05/13/24 Refund payment # 0000079419 196.10
05/13/24 l LETTER:Cover Letter. 05/01/2024 .00
05/14/24 13e Entry Setting Hearing on Account .00
06/24/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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