Case Docket

Case Number: 622487  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : NEWMAN, JOANN SMITH
AKA :


Date Code Description Reference Receipt Cost
02/21/23 01 Case Number (Daily Reporter) 10.00
02/21/23 02 Forms 10.00
02/21/23 03 Docketing & Index 15.00
02/21/23 04 Computerized Legal Research 3.00
02/21/23 05 Computer Fee 10.00
02/21/23 07 Legal Aid Trust Fund 26.00
02/21/23 08 Dispute Resolution Fund 15.00
02/21/23 16 Special Projects Fund 15.00
02/21/23 1.1 Full Estate Deposit Rec # 603565 250.00
02/21/23 l LETTER: .00
Received 2/21/2023
02/21/23 4.0 Application for Authority to Administer 5.00
Estate
02/21/23 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
02/21/23 3.b Application to Dispense With Appraisal .00
02/21/23 3.be Entry Dispensing With Appraisal 5.00
02/21/23 4.2 Fiduciary's Bond 40000.00 .00
Liberty Mut
02/21/23 poa Power of Attorney .00
02/21/23 4.0a Fiduciary's Acceptance .00
02/21/23 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
PORT, GREGORY (fidy)
02/21/23 dc Death Certificate .00
Joann Smith Newman
02/21/23 igf Indigent Guardianship Fund 30.00
02/21/23 adl Additional Letters of Authority 2.00
02/22/23 19k Notice of Case Schedule 1.00
04/10/23 l LETTER:Cover Letter. 04/06/2023 .00
04/10/23 6.0 Inventory 19834.00 17.00
04/10/23 6.1 Schedule of Assets R/E:No R/E. 0.00 .00
04/11/23 6e Entry Setting Hearing on Inventory .00
04/21/23 9.0 Application to Sell Personal Property 10.00
04/21/23 9j Consent to Power to Sell Personal .00
Property
Bradley D Smith, Dennis L Smith, Jeffrey
W Smith, Pamela Smith-Bell,& Susan Smith
04/21/23 9.1 Schedule of Personal Property .00
04/21/23 9.3 Entry Authorizing Sale of Personal TAS 5.00
Property
04/21/23 att Attachments .00
04/21/23 l LETTER: to Gregory Port .00
from Lindsay E Webster
05/05/23 6h Judgment Entry Approving Inventory .00
05/16/23 9.7 Application to Transfer Motor Vehicle .00
05/16/23 9.8 Entry Approving Transfer of Motor 2007 5.00
Vehicle Honda
05/16/23 cc Certified Copy 1.00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/03/23 ej Entry Suspending Letters of Authority Mackey 5.00
-Mr Port's Letters shall remain
suspended until further order of Court.
He Shall have no access to estate funds.
11/03/23 cos Certificate of Service .00
11/20/23 mo Magistrate's Order Setting Hearing 12/04/2023 5.00
-Removal of Fiduuciary 1:30 PM
11/20/23 cos Certificate of Service .00
11/21/23 1r Order to Serve .00
Copy of Magistrate's Order Setting
Hearing to Gregory Port
11/21/23 ros Return of Service .00
Bailiff Overfield Personally Served
Greg Port on 11/21/2023
11/22/23 ej Entry Appoint Special Master Mackey 5.00
Commissioners
11/22/23 cos Certificate of Service .00
11/30/23 rmr Regular Mail Returned/Not Complete .00
Jeffrey W Smith
11/30/23 cos Certificate of Service supplemental .00
11/30/23 rmr Regular Mail Returned/Not Complete .00
Jeffrey W Smith
11/30/23 cos Certificate of Service supplemental .00
12/04/23 dr Digital Record of Hearing MCD .00
12/04/2023 / 22A
1:46:04pm/1:47:38pm
12/05/23 17d Magistrate's Decision MCD .00
-Gregory Port be Removed as Admin of the
Estate of Joann Smith Newman
12/05/23 17b Notice To Attorneys and Parties .00
12/05/23 17c Findings of Fact .00
12/05/23 cos Certificate of Service .00
12/20/23 rmr Regular Mail Returned/Not Complete .00
Jeffrey W Smith
12/20/23 cos Certificate of Service supplemental .00
01/02/24 cor Correspondence Received (NOT EVIDENCE) .00
01/05/24 17n Entry Adopting Magistrate's Decision Mackey 5.00
01/05/24 cos Certificate of Service .00
01/19/24 rmr Regular Mail Returned/Not Complete .00
Jeffrey Smith
01/19/24 cos Certificate of Service supplemental .00
01/24/24 misc Special Master Commissioners Quarterly .00
Report
02/26/24 1.1 Full Estate Deposit Rec # 621962 250.00
new apt
03/06/24 13m Citation to File Account sent to fidy 5.00
03/07/24 4.0 Application for Authority to Administer 5.00
Estate
03/07/24 4.0e Entry Setting Hearing and Ordering 04/26/2024 5.00
Notice 1:00pm kag
03/07/24 cos Certificate of Service .00
03/07/24 4.2B Proposed Bond Documents .00
03/07/24 4.0a Fiduciary's Acceptance .00
03/07/24 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
03/08/24 vcos Certificate of Service for Virtual Mail .00
03/08/24 vcs Virtual Service Mail Sent 7.40
Gregory D Port 546910
03/14/24 4.4 Notice of Hearing on Appointment of 04/26/2024 .00
Fiduciary 1:00PM
KAG
03/19/24 vcr Virtual Service Returned .00
GDP 546910
04/22/24 l LETTER: cover 04/18/2024 .00
04/22/24 misc Special Master Commissioners Second .00
Quarterly Report
04/26/24 dr Digital Record of Hearing KAG .00
04/26/2024 / 22B
1:44:12pm-1:53:18pm
04/29/24 17d Magistrate's Decision .00
04/29/24 17b Notice To Attorneys and Parties .00
04/29/24 17c Findings of Fact .00
04/29/24 e Entry:Melissa Feldman's application to KAG 5.00
be appointed Succ. admin is well-taken
and approved. Bond is set at $40,000.00
04/29/24 cos Certificate of Service: Melissa Feldman, .00
David Thomas, Greg Port,Bradley D Smith,
Jeffrey W Smith, Susan Smith-Alvey,
Pamela Smith-Bell, and Derek Graham
04/29/24 e Entry Adopting Magistrate's Decision KAG 5.00
It is ordered that Melissa Feldman, Esq,
be appointed as Succ. admin
04/29/24 cos Certificate of Service: Derek Graham, .00
David Thomas, Greg Port,Bradley D Smith,
Jeffrey W Smith, Susan Smith-Alvey, and
Pamela Smith-Bell
04/29/24 4.2 Fiduciary's Bond 40000.00 .00
RLI Ins Co
KAG
04/29/24 4.5 Entry Appointing Fiduciary, Letter of KAG 10.00
Authority
FELDMAN, MELISSA A. (fidy)
04/29/24 igf Indigent Guardianship Fund 30.00
04/29/24 adl Additional Letters of Authority 2.00
04/29/24 l LETTER:Attrny letter received 4/26/2024 .00
04/29/24 4.4 Notice of Hearing on Appointment of Pg.2 .00
Fiduciary
Bradley D Smith
04/29/24 4.4 Notice of Hearing on Appointment of Pg.2 .00
Fiduciary
Jeffrey W Smith
04/29/24 4.4 Notice of Hearing on Appointment of Pg.2 .00
Fiduciary
Susan Smith-Alvey
04/29/24 4.4 Notice of Hearing on Appointment of Pg.2 .00
Fiduciary
Estate of Dennis L Smith
04/29/24 4.4 Notice of Hearing on Appointment of Pg.2 .00
Fiduciary
Pamela Smith-Bell
04/30/24 19k Notice of Case Schedule 1.00
05/13/24 1.0 Surviving Spouse, Next of Kin, Legatee- n .00
Devisee AMENDED
05/13/24 9.7 Application to Transfer Motor Vehicle .00
05/13/24 9.8 Entry Approving Transfer of Motor 1998 5.00
Vehicle SKYLINE
05/13/24 cc Certified Copy 1.00
05/13/24 m Motion .00
-Requesting this Court approve the
proposed attached Application to
Transfer Mobile Home.
05/13/24 att Attachments 10.00
05/13/24 e Entry MKB 5.00
-The Court GRANTS the request to
transfer title of the 1998 Skyline BLZ
Manufactuered Home to Sheri Melick.
05/13/24 cos Certificate of Service .00
05/13/24 ca Copy of Auto Title .00
1998 Skyline BLZ Mobile Home
05/14/24 rmr Regular Mail Returned/Not Complete .00
Jeffrey Smith
05/14/24 cos Certificate of Service supplemental .00
07/24/24 misc Special Master Commissioners Third .00
Quarterly Report
09/13/24 pbmr Courts Internal PB Mailer Request .00
09/13/24 9a Charge of Contempt/ATTORNEY 0021038 5.00
09/13/24 vcos Certificate of Service for Virtual Mail .00
09/13/24 vcs Virtual Service Mail Sent 8.16
Gregory D Port 021038
09/13/24 eb Exhibit .00
Zoom Hearing
09/24/24 vcr Virtual Service Returned .00
P01 021038
10/31/24 13n Application to Extend Time to File .00
Account
10/31/24 13o Entry Extending Time to File Account 01/30/2025 5.00
FELDMAN, MELISSA A. (fidy)
10/31/24 l LETTER: cover 10/29/24 .00
10/31/24 misc Special Master Commissioners Quarterly .00
Report
11/06/24 ej Entry Dismissing Charges of Contempt Mackey 5.00
11/06/24 cos Certificate of Service .00
01/27/25 misc Special Master Commissioners Fifth .00
Quarterly Report
01/31/25 13n Application to Extend Time to File .00
Account
01/31/25 13o Entry Extending Time to File Account 04/04/2025 5.00
FELDMAN, MELISSA A. (fidy)
02/11/25 6p Motion to Amend Inventory .00
02/11/25 6q Entry Amending Inventory 20122.01 5.00
02/11/25 m Motion .00
To Approve Medicaid Settlement Agreement
02/11/25 l LETTER: .00
Retur Final Account Consents For Fees
Waivers Not Signed
02/20/25 1e Entry Setting Remote Hearing 03/31/2025 5.00
-A compromise & settlement of a Medicaid 9:00 AM
claim
PORT, GREGORY D. (fidy)
02/20/25 eb Exhibit A .00
02/20/25 cos Certificate of Service .00
02/26/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
02/26/25 st Status Letter 5.00
FELDMAN, MELISSA A. (fidy)
02/26/25 cos Certificate of Service .00
02/26/25 1cc Consent to Attorney Fees .00
Unsigned
02/26/25 fs Fee Schedule .00
02/26/25 ex Extra Pages 2.00
02/26/25 cpi Confidential Personal Identifiers .00
02/26/25 13v Waiver Of Notice of Hearing and Consent .00
to Account Unsigned
02/26/25 13.0 Fiduciary's Final Account 01 22.00
FELDMAN, MELISSA A. (fidy)
02/26/25 13.1 Receipts and Disbursements .00
02/26/25 ex Extra Pages 2.00
02/27/25 13e Entry Setting Hearing on Account .00
02/27/25 cos Certificate of Service .00
02/28/25 50k Application to Amend Letters of .00
Authority
02/28/25 50l Entry Amending Letters of Authority kag 5.00
02/28/25 al Amended Letters of Authority kag .00
03/11/25 1e Entry Setting Hearing 04/09/2025 5.00
10:00 AM
PORT, GREGORY D. (fidy)
03/11/25 cos Certificate of Service .00
03/31/25 dr Digital Record of Hearing TAS .00
03/31/2025 / Zoom
04/01/25 e Entry approving Medicaid Settlement TAS 5.00
Agreement. Court instructs Successor
Fiduciary to pay Medicaid $8498.86
04/01/25 cos Certificate of Service .00
04/09/25 13i Judgment Entry Approving Final Account .00
04/17/25 l LETTER:Cover Letter. 04/14/2025. .00
04/17/25 r Receipt .00
04/29/25 misc Special Master Commissioners Sixth .00
Quarterly Report
08/20/25 app Joint Application of Successor Admin & .00
Surety to Surcharge Surety Bond of
Former Fiduciary, Gregory Port
08/20/25 cos Certificate of Service .00
09/09/25 1fa Application to Extend Time .00
09/09/25 1fb Entry Extending Time 10/24/2025 5.00
09/15/25 e Entry KAG 5.00
-It is ordered that judgment is granted
in favor of Plaintiff & against Gregory
Port and the surety for $40,000
09/15/25 misc Special Master Commissioners 7th .00
Quarterly Report
12/04/25 misc Miscellaneous Filing .00
03/20/26 misc Special Master Commissioners Ninth .00
Quarterly Report
05/08/26 m Motion to Approve Final Distributions, .00
Motion to Approve Additional Attorneys'
Fees, & Request for Hearing
05/08/26 1e Entry Setting Remote Hearing 05/18/2026 5.00
10:00 AM
KAG
05/08/26 cos Certificate of Service .00
05/08/26 eb Exhibit A 12.00
05/08/26 eb Exhibit B 3.00
05/08/26 eb Exhibit .00
05/12/26 aos Affidavit of Service .00
05/12/26 eb Exhibit .00
05/12/26 eb Exhibit .00
05/12/26 eb Exhibit .00
05/12/26 eb Exhibit .00
05/18/26 dr Digital Record of Hearing KAG .00
05/18/2026 / Zoom
05/19/26 e Entry KAG 5.00
-Motion filed by Melissa Feldman is
GRANTED.
-See Decision for details
05/29/26 10.d Application to Deposit Unclaimed Funds .00
05/29/26 dc Death Certificate .00
05/29/26 10.d1 Entry to Deposit Unclaimed Funds 5.00
- FBO: Smith, Dennis L. 6077.79
- AKA:
06/16/26 misc Miscellaneous Filing .00
06/18/26 r Receipts for checks .00
07/14/26 misc Unclaimed Funds Receipt from Franklin .00
County Auditor
07/17/26 55 Report of Distribution .00
07/17/26 att Attachments 7.00
07/17/26 99 Case Closed - Per note from Kelly on .00
the filing of Report of Distribution
DEPOSIT REMAINING 57.44
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