Case Docket

Case Number: 622556  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : PEARCY, CLIFFORD ANDREW
AKA :

Date Code Description Reference Receipt Cost
02/24/23 01 Case Number (Daily Reporter) 10.00
02/24/23 02 Forms 10.00
02/24/23 03 Docketing & Index 15.00
02/24/23 04 Computerized Legal Research 3.00
02/24/23 05 Computer Fee 10.00
02/24/23 07 Legal Aid Trust Fund 26.00
02/24/23 08 Dispute Resolution Fund 15.00
02/24/23 16 Special Projects Fund 15.00
02/24/23 1.1 Full Estate Deposit Rec # 603754 250.00
02/27/23 lw LAST WILL AND TESTAMENT OF: .00
Clifford Pearcy 08/25/2022
02/27/23 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
02/27/23 2.0 Application to Probate Will .00
02/27/23 2.3 Entry Admitting Will to Probate TAS 15.00
02/27/23 2.3a Certificate of Service of Notice of .00
Probate of Will
02/27/23 2.1a Waiver of Notice of Probate of Will .00
Janet Pearcy
02/27/23 2.1a Waiver of Notice of Probate of Will .00
Eugene P. SHumar
02/27/23 2.1a Waiver of Notice of Probate of Will .00
Christopher Kane
02/27/23 2.1a Waiver of Notice of Probate of Will .00
Ryan Smith
02/27/23 2.1a Waiver of Notice of Probate of Will .00
William Pearcy by Susie G. Smith
his atty in fact
02/27/23 2.1a Waiver of Notice of Probate of Will .00
Kyle Kane
02/27/23 4.0 Application for Authority to Administer 5.00
Estate
02/27/23 4.a Waiver of Right to Administer .00
Frederick Goode
02/27/23 4.2 Fiduciary's Bond 40000.00 .00
RLI Ins Co
02/27/23 poab Power of Attorney for Bonding Agency 10.00
-To:
(Adolph, Nicole)
02/27/23 4.0a Fiduciary's Acceptance .00
02/27/23 4.5 Entry Appointing Fiduciary, Letter of TAS 10.00
Authority
SMITH, SUSAN G. (fidy)
02/27/23 dc Death Certificate .00
Clifford Andrew Pearcy
02/27/23 l Cover letter from Atty Carlile Patchen 02/27/2023 .00
02/27/23 igf Indigent Guardianship Fund 30.00
02/27/23 adl Additional Letters of Authority 2.00
02/28/23 19k Notice of Case Schedule 1.00
02/28/23 8.9 Summary of General Rights of Surviving .00
Spouse
02/28/23 8.0 Citation to Surviving Spouse 5.00
02/28/23 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
02/28/23 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 6.85
Eugene P Shumar 478532
03/07/23 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
EPS 478532
04/06/23 1e Entry Setting Remote Hearing 06/05/2023 5.00
-Election against Will 10:00 AM
04/06/23 eb Exhibit A .00
04/06/23 cos Certificate of Service .00
05/25/23 cc Certified Copy 1.00
06/05/23 8.2 Election of Surviving Spouse to Take TAS 5.00
Against Will
06/05/23 cos Certificate of Service .00
06/05/23 dr Digital Record of Hearing TAS .00
06/05/23 ZOOM
06/16/23 3.b Application to Dispense With Appraisal .00
06/16/23 3.be Entry Dispensing With Appraisal 5.00
06/16/23 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
06/16/23 ad Additional Deposit Rec # 609549 20.00
06/20/23 1ae Entry Increasing Bond 710000.00 5.00
RLI
06/20/23 4.2 Fiduciary's Bond 750000.00 .00
CBS
06/20/23 bacb Bond Application for CBS Agency .00
06/23/23 6m Citation to File Inventory sent to fidy 5.00
06/23/23 vcos Certificate of Service for Virtual Mail .00
06/23/23 vcs Virtual Service Mail Sent 6.85
Susan G Smith 497854
06/23/23 vcs Virtual Service Mail Sent 6.85
Keith A Stevns 497861
06/23/23 l LETTER: to Keith Stevens .00
from Lindsay E Webster
07/06/23 vcr Virtual Service Returned .00
SGS 497854
07/07/23 l LETTER: .00
See local rule 2115.04.
08/04/23 6.0 Inventory 520997.83 17.00
08/04/23 6t Ohio Estate Tax Anticipated? n .00
08/04/23 6c Surviving Spouse Waiver of Taking n .00
Inventory
08/04/23 6.1 Schedule of Assets R/E: $171,100.00 .00
08/04/23 cos Certificate of Service .00
08/07/23 6e Entry Setting Hearing on Inventory .00
08/09/23 asr Application Seeking Release of .00
Decedents Medical Records
08/09/23 egr Entry Granting Release of Decedents TAS 5.00
Medical Records
08/09/23 l LETTER: cover 07/27/2023 .00
08/25/23 17oi Exceptions to Inventory 10.00
08/25/23 eb Exhibit .00
08/25/23 ex Extra Pages 228.00
08/25/23 ad Additional Deposit Rec # 613086 238.00
09/12/23 mfl Application to Extend Administration .00
09/12/23 mfle Entry Extending Administration 5.00
09/13/23 19k Notice of Case Schedule 1.00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/21/23 m Motion to Set Hearing .00
12/21/23 cos Certificate of Service .00
12/21/23 1e Entry Setting Remote Hearing 01/29/2024 5.00
-Exceptions to Inventory 3:30 PM
12/21/23 eb Exhibit A .00
12/21/23 cos Certificate of Service .00
01/29/24 dr Digital Record of Hearing MKB .00
01/29/2024 / Zoom
03/04/24 mo Magistrate's Order Referring Matter to 5.00
Mediation
03/04/24 cos Certificate of Service .00
03/07/24 2.1 Notice of Mediator Appointment .00
Charles A Schneider
03/07/24 cos Certificate of Service .00
03/15/24 mo Magistrate's Order MKB 5.00
-The court's referral to mediation
remains open.
03/15/24 cos Certificate of Service .00
04/04/24 ej Court Order & Notice of Mediation 05/23/2024 5.00
9:30 AM
MACKEY
04/04/24 cos Certificate of Service .00
05/23/24 dr Digital Record of Hearing JAA .00
05/23/2024 / 22B
1:10:03pm-1:20:29pm
06/28/24 l LETTER: to Keith A Stevens .00
from Mag Asst Lindsay E Webster
07/02/24 mo Notice to File Settlement Entry MKB 5.00
Following Mediation
07/02/24 cos Certificate of Service .00
07/10/24 adl Additional Letters of Authority 3.00
07/15/24 l LETTER: cover 07/11/24 .00
07/15/24 ad Additional Deposit Rec # 628918 100.00
07/16/24 6.b Report of Newly Discovered Assets 7.00
07/16/24 6.be Entry Approving Report of Newly 21000.00 5.00
Assets
07/16/24 att Attachments .00
07/16/24 9.7 Application to Transfer Motor Vehicle .00
07/16/24 9.8 Entry Approving Transfer of Motor 2022 5.00
Vehicle Hyundai
07/16/24 cc Certified Copy 1.00
08/13/24 13m Citation to File Account sent to fidy 5.00
08/14/24 vcos Certificate of Service for Virtual Mail .00
08/14/24 vcs Virtual Service Mail Sent 8.16
Susan G Smith 012067
08/14/24 vcs Virtual Service Mail Sent 8.16
Keith A Stevens 012074
08/16/24 15m Citation to File Status Letter sent to fidy 5.00
08/16/24 vcos Certificate of Service for Virtual Mail .00
08/16/24 vcs Virtual Service Mail Sent 8.16
Susan G Smith 012753
08/16/24 vcs Virtual Service Mail Sent 8.16
Keith A Stevens 012760
08/26/24 st Status Letter 5.00
08/26/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
08/26/24 13a Fiduciary's Partial Account 01 22.00
08/26/24 13.1 Receipts and Disbursements .00
08/26/24 13.2 Assets Remaining in Fiduciary's Hands 197381.92 .00
08/26/24 ex Extra Pages 23.00
08/26/24 ad Additional Deposit Rec # 631077 20.00
08/26/24 l LETTER: .00
Cover Letter
08/27/24 13e Entry Setting Hearing on Account .00
08/29/24 13v Waiver Of Notice of Hearing and Consent .00
to Account
10/07/24 ad Additional Deposit Rec # 633251 26.19
10/07/24 sc Substitution of Counsel 0072407 .00
10/07/24 cos Certificate of Service .00
10/08/24 13h Judgment Entry Approving Partial Account .00
11/20/24 l LETTER:Cover Letter. 11/14/2024 .00
11/20/24 1.0 Surviving Spouse, Next of Kin, Legatee- y .00
Devisee Amended.
11/20/24 1ca Application for Attorney Fees 10.00
Carlile Patchen & Murphy LLP. 39505.50
1202.31
11/20/24 1cc Consent to Attorney Fees 39505.50 .00
1202.31
11/20/24 fs Fee Schedule .00
11/20/24 cos Certificate of Service .00
11/20/24 ex Extra Pages 13.00
11/20/24 morf Magistrate's Order Regarding Fees 39505.50 .00
1202.31
11/20/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/22/24 ad Additional Deposit Rec # 635664 3.00
11/27/24 e Entry Dismissing Exceptions to Inventory 5.00
.
11/27/24 cos Certificate of Service .00
12/03/24 17ri STAT .00
12/03/24 6h Judgment Entry Approving Inventory .00
12/05/24 ad Additional Deposit Rec # 636249 29.00
12/13/24 ad Additional Deposit Rec # 636700 35.00
12/16/24 13.0 Fiduciary's Final Account 02 22.00
12/16/24 13.1 Receipts and Disbursements .00
12/16/24 ex Extra Pages 4.00
12/16/24 l LETTER: .00
Cover Letters 11/14/2024
12/16/24 Refund payment # 0000081438 33.00
12/17/24 13e Entry Setting Hearing on Account .00
01/27/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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