Case Docket

Case Number: 620818  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : BASSETT, DONNA
AKA : BASSETT, DONNA L.


Date Code Description Reference Receipt Cost
11/16/22 01 Case Number (Daily Reporter) 10.00
11/16/22 6.4a Application for Appointment of a .00
Commissioner to Inventory a Safe Deposit
Box
11/16/22 6.4e Entry Appointing Commissioner to MKB 5.00
Inventory Safe Deposit Box
Commissioner: Geoffrey S. Kunkler
11/16/22 dc Death Certificate .00
Donna Laverne Bassett
11/16/22 6.4e Entry Appointing Commissioner to MKB 5.00
Inventory Safe Deposit Box
Commissioner: Geoffrey S. Kunkler
11/16/22 cc Certified Copy 2.00
11/16/22 Void Receipt 599044 22.00
11/16/22 Receipt 599045 22.00
11/16/22 6.4a Application for Appointment of a .00
Commissioner to Inventory a Safe Deposit
Box
11/16/22 6.4e Entry Appointing Commissioner to .00
Inventory Safe Deposit Box
Commissioner: Geoffrey S Kunkler
11/17/22 99 Case Closed .00
11/17/22 Pay out made through bookkeeper # 0000074076 .00
ACCT #: 000000000209 10.00
01/31/23 1fa Application to Extend Time .00
01/31/23 1fb Entry Extending Time 03/03/2023 5.00
01/31/23 Receipt 602593 5.00
02/16/23 6.4i Report on Contents of Safe Deposit Box .00
BOX 2272
02/16/23 op stat only .00
02/16/23 6.4i Report on Contents of Safe Deposit Box .00
BOX 1674
03/24/23 op Entry Re-Opening Case & Converting to TAS 5.00
Full Administration
03/24/23 02 Forms 10.00
03/24/23 03 Docketing & Index 15.00
03/24/23 04 Computerized Legal Research 3.00
03/24/23 05 Computer Fee 10.00
03/24/23 07 Legal Aid Trust Fund 26.00
03/24/23 08 Dispute Resolution Fund 15.00
03/24/23 16 Special Projects Fund 15.00
03/24/23 1.1 Full Estate Deposit Rec # 605149 200.00
03/28/23 4.0 Application for Authority to Administer 5.00
Estate
03/28/23 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
03/28/23 4.2 Fiduciary's Bond 15000000.00 .00
Capitol
03/28/23 poa Power of Attorney .00
Laura M. Batchelder
03/28/23 4.0a Fiduciary's Acceptance .00
03/28/23 4.5 Entry Appointing Fiduciary, Letter of TAS 10.00
Authority
KUNKLER, GEOFFREY S. (fidy)
03/28/23 dc Death Certificate .00
Donna Laverne Bassett 10/16/2022
03/28/23 l Cover letter from Atty Geoffrey S. .00
Kunkler
Dated: 03/16/2023
03/28/23 l Cover letter from Atty's office .00
Dated: 03/17/2023
03/28/23 igf Indigent Guardianship Fund 30.00
03/28/23 adl Additional Letters of Authority 9.00
03/29/23 8.9 Summary of General Rights of Surviving .00
Spouse
03/29/23 8.0 Citation to Surviving Spouse 5.00
03/29/23 19k Notice of Case Schedule 1.00
03/29/23 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
03/29/23 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 6.85
Richard L Bassett 486247
04/11/23 8.7 Certified Mail Returned/SPOUSAL RIGHTS .00
NO SERVICE-Richard L Bassett-UNCLAIMED
04/11/23 8rm Regular Mail Sent/SPOUSAL RIGHTS .00
06/01/23 lw LAST WILL AND TESTAMENT OF: .00
Donna L. Bassett 08/24/1995
06/01/23 2.0 Application to Probate Will .00
06/01/23 2.3 Entry Admitting Will to Probate MCD 15.00
06/01/23 4.0 Application for Authority to Administer Amended 5.00
Estate
06/01/23 4.0a Fiduciary's Acceptance .00
06/01/23 l Cover letter from Atty's office .00
Dated: 05/19/2023
06/21/23 6.4 Application to Extend Time to File .00
Inventory
06/21/23 6.5 Entry Extending Time to File Inventory 08/31/2023 5.00
07/10/23 2.1a Waiver of Notice of Probate of Will .00
Richard L. Bassett-Guardian of the
Estate
07/10/23 4.a Waiver of Right to Administer .00
Richard L. Bassett-Guardian of the
Estate
07/10/23 l Cover letter from Atty's office .00
Dated: 07/07/2023
07/20/23 3.a Application to Appoint Appraiser .00
07/20/23 3.ae Entry Appointing Appraiser 46 5.00
07/20/23 3.a Application to Appoint Appraiser .00
07/20/23 3.ae Entry Appointing Appraiser 127 5.00
08/31/23 6.4 Application to Extend Time to File .00
Inventory
08/31/23 6.5 Entry Extending Time to File Inventory 10/31/2023 5.00
08/31/23 mfl Application to Extend Administration .00
08/31/23 13o Entry Extending Time to File Account 04/28/2024 5.00
09/22/23 Certified Copy 3.00
10/31/23 6.4 Application to Extend Time to File .00
Inventory
10/31/23 6.5 Entry Extending Time to File Inventory 12/29/2023 5.00
10/31/23 ad Additional Deposit Rec # 616294 25.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/22/23 ad Additional Deposit Rec # 618904 110.00
12/27/23 l LETTER:Cover Letter. 12/21/2023 .00
12/27/23 1ae Entry Increasing Bond 24000000.00 5.00
Capitol Inde
minty Corp
12/27/23 4.2 Fiduciary's Bond 39000000.00 .00
Capitol Inde
minty Corp
12/27/23 poa Power of Attorney Capitol Inde .00
minty Corp
12/27/23 6.0 Inventory 24471584.61 17.00
12/27/23 6t Ohio Estate Tax Anticipated? n .00
12/27/23 6n Appraiser's Certificate v 3.00
Gerald Hinkle.
12/27/23 6.1 Schedule of Assets R/E:Yes R/E. 5500000.00 .00
12/28/23 6e Entry Setting Hearing on Inventory .00
01/22/24 6d Waiver of Notice of Hearing on Inventory .00
01/22/24 6h Judgment Entry Approving Inventory .00
02/07/24 9.0 Application to Sell Personal Property 10.00
02/07/24 9j Consent to Power to Sell Personal .00
Property
Richard L. Bassett
02/07/24 9.1 Schedule of Personal Property .00
02/07/24 9.3 Entry Authorizing Sale of Personal KAG 5.00
Property
02/12/24 l LETTER: cover 02/08/2024 .00
02/12/24 app Application to Appoint Auctioneer for .00
Sale of Intoxicating Liquor
02/12/24 3.ae Entry Appointing Appraiser 46 5.00
04/02/24 l LETTER:Cover Letter. 03/29/2024 .00
04/02/24 l LETTER:Inventory returned. Need 6c. .00
04/16/24 l LETTER:Cover Letter. 04/15/2024 .00
04/16/24 6a Amended Inventory 19484597.82 17.00
04/16/24 6t Ohio Estate Tax Anticipated? n .00
Amended.
04/16/24 6d Waiver of Notice of Hearing on Inventory Amended. .00
04/16/24 6.1 Schedule of Assets R/E:Yes R/E. 5500000.00 .00
04/17/24 6e Entry Setting Hearing on Inventory .00
04/29/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/29/24 l LETTER: .00
Cover Letter
04/29/24 st Status Letter 5.00
04/29/24 13a Fiduciary's Partial Account 01 22.00
04/29/24 13.1 Receipts and Disbursements .00
04/29/24 13.2 Assets Remaining in Fiduciary's Hands 19639488.92 .00
04/29/24 54 Release .00
04/29/24 ad Additional Deposit Rec # 625135 20.00
04/29/24 l LETTER: .00
Form 13.8
04/30/24 13e Entry Setting Hearing on Account .00
05/13/24 6h Judgment Entry Approving Inventory .00
06/10/24 13h Judgment Entry Approving Partial Account .00
06/21/24 1ae Entry Increasing Bond 2000000.00 5.00
Capitol Cor.
06/21/24 4.2 Fiduciary's Bond 41000000.00 .00
Capitol Cor.
06/21/24 poa Power of Attorney .00
Capitol Indemnity Corporation
06/21/24 misc Ohio Department of Insurance .00
Certificate of Compliance
09/12/24 13.10 Notice to Extend Administration .00
09/13/24 19k Notice of Case Schedule 1.00
03/31/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
03/31/25 l LETTER: Return account .00
Settlement statement
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/09/25 13a Fiduciary's Partial Account 02 22.00
04/09/25 13.1 Receipts and Disbursements .00
04/09/25 13.2 Assets Remaining in Fiduciary's Hands 15082534.37 .00
04/09/25 ex Extra Pages 12.00
04/10/25 13e Entry Setting Hearing on Account .00
05/21/25 13h Judgment Entry Approving Partial Account .00
07/10/25 1b Application to Reduce Bond 5.00
07/10/25 1be Entry to Reduce Bond 31000.00 5.00
rli
07/10/25 ad Additional Deposit Rec # 647583 50.00
12/12/25 SR Service Request .00
12/12/25 ad Additional Deposit Rec # 656464 5.00
12/15/25 SR Service Request .00
12/16/25 1ca Application for Attorney Fees 41.00
-Brandon Borgmann
12/16/25 1cc Consent to Attorney Fees .00
-John Neil Lindsey
12/16/25 fs Fee Schedule .00
12/16/25 1e Entry Setting Remote Hearing 01/05/2026 5.00
10:30 AM
TAS
12/16/25 eb Exhibit .00
12/16/25 15m Citation to File Status Letter sent to fidy 5.00
12/17/25 jcos Certificate of Service/Judicial Staff .00
12/17/25 vcos Certificate of Service for Virtual Mail .00
12/17/25 vcs Virtual Service Mail Sent 8.86
Geoffrey S Kunkler 111708
12/17/25 vcs Virtual Service Mail Sent 8.86
Brandon A Borgmann 111715
12/23/25 st Status Letter 5.00
12/23/25 ad Additional Deposit Rec # 657035 22.57
01/05/26 fs Fiduciary Fee Calculation .00
01/05/26 dr Digital Record of Hearing TAS .00
01/05/2026 / Zoom
Part 1 and Part 2
01/13/26 17d Magistrate's Decision 6.00
01/20/26 13.0 Fiduciary's Final Account 03 24.00
01/20/26 13.1 Receipts and Disbursements .00
01/20/26 13.1 Receipts and Disbursements .00
01/20/26 13d Waiver of Notice of Hearing on Account .00
01/20/26 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
01/20/26 ad Additional Deposit Rec # 658272 30.00
01/21/26 13e Entry Setting Hearing on Account .00
02/13/26 13l Entry Extending Publication Hearing for 04/30/2026 .00
Account TAM
04/08/26 13l STAT 05/29/2026 .00
04/21/26 17n Entry Adopting Magistrate's Decision 5.00
04/21/26 jcos Certificate of Service/Judicial Staff .00
05/05/26 fc Final Costs Rec # 664866 5.00
05/29/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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