Case Docket

Case Number: 622770  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : BURGARD, GARY LEE
AKA :

Date Code Description Reference Receipt Cost
03/07/23 01 Case Number (Daily Reporter) 10.00
03/07/23 02 Forms 10.00
03/07/23 03 Docketing & Index 15.00
03/07/23 04 Computerized Legal Research 3.00
03/07/23 05 Computer Fee 10.00
03/07/23 07 Legal Aid Trust Fund 26.00
03/07/23 08 Dispute Resolution Fund 15.00
03/07/23 16 Special Projects Fund 15.00
03/07/23 1.1 Full Estate Deposit Rec # 604246 350.00
03/08/23 4.0 Application for Authority to Administer 5.00
Estate
03/08/23 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
03/08/23 3.b Application to Dispense With Appraisal .00
03/08/23 3.be Entry Dispensing With Appraisal 5.00
03/08/23 4.0a Fiduciary's Acceptance .00
03/08/23 4.2 Fiduciary's Bond 40000.00 .00
CBS Agency
03/08/23 bacb Bond Application for CBS Agency .00
03/08/23 poab Power of Attorney for Bonding Agency 10.00
-To:
(Adolph, Nicole)
03/08/23 dc Death Certificate .00
Gary Lee Burgard
03/08/23 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
MELFI, PATRICK DINO (fidy)
03/08/23 l Cover Letter from Atty Thomas Taneff 03/08/2023 .00
03/08/23 igf Indigent Guardianship Fund 30.00
03/08/23 adl Additional Letters of Authority 4.00
03/09/23 19k Notice of Case Schedule 1.00
05/01/23 l LETTER: to Thomas Taneff .00
from Lindsay E Webster
05/02/23 1ae Entry Increasing Bond 75000.00 5.00
RLI
05/02/23 4.2 Fiduciary's Bond 115000.00 .00
RLI
05/02/23 poa Power of Attorney .00
05/02/23 bacb Bond Application for CBS Agency .00
05/02/23 6.0 Inventory 57435.34 17.00
05/02/23 6t Ohio Estate Tax Anticipated? N .00
05/02/23 6.1 Schedule of Assets R/E: No R/E .00
05/02/23 cpi Confidential Personal Identifiers .00
05/02/23 9.7 Application to Transfer Motor Vehicle 99 Saab .00
05/02/23 9.8 Entry Approving Transfer of Motor 99 HB 93S 5.00
Vehicle
05/02/23 cc Certified Copy 1.00
05/02/23 c Copy 1.10
05/02/23 mo Magistrate's Order AAC 5.00
-None of the "Household Goods/Personal
Property" listed on the Inventory shall
be sold prior to filing of the appraisal
05/02/23 cos Certificate of Service .00
05/03/23 6e Entry Setting Hearing on Inventory .00
05/12/23 3.a Application to Appoint Appraiser .00
05/12/23 3.ae Entry Appointing Appraiser 54 5.00
Mike Brandly 614-461-9229
05/12/23 l Cover letter from Atty Thomas Taneff .00
Dated: 05/10/2023
05/30/23 6h Judgment Entry Approving Inventory .00
05/30/23 l LETTER:Attrny letter received 5/26/2023 .00
05/30/23 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
05/30/23 rr Return Receipt for Notice of Probate of .00
Will:Medicaid Estate Recovery
06/23/23 9.0 Application to Sell Personal Property 10.00
06/23/23 9.1 Schedule of Personal Property .00
06/23/23 9.3 Entry Authorizing Sale of Personal MCD 5.00
Property
06/23/23 e Entry MCD 5.00
-The court will accept the summary of
the appraisal for filing & shall be
retained in the office of Thomas Taneff
06/23/23 misc Letter from Mike Brandly, Auctioneer .00
-THe market value of the property for
which we sold is valued at $46,430.00 as
of 06/07/2023
08/02/23 lw LAST WILL AND TESTAMENT OF: .00
Gary Lee Burgard 01/23/2004
08/02/23 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee AMENDED
08/02/23 2.0 Application to Probate Will .00
08/02/23 2.3 Entry Admitting Will to Probate TAS 15.00
08/02/23 2.3a Certificate of Service of Notice of .00
Probate of Will
08/02/23 2.1a Waiver of Notice of Probate of Will .00
Patrick Dino Melfi
08/02/23 50k Application to Amend Letters of .00
Authority
08/02/23 al Amended Letters of Authority TAS .00
AMENDED
08/02/23 l Cover letter from Atty's office .00
Dated: 07/26/2023
08/02/23 adl Additional Letters of Authority 2.00
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
01/02/24 l LETTER:Cover Letter. 12/20/2023 .00
01/02/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
01/02/24 1cc Consent to Attorney Fees 13029.00 .00
249.20
01/02/24 13v Waiver Of Notice of Hearing and Consent .00
to Account
01/02/24 13.0 Fiduciary's Final Account 01 22.00
01/02/24 13.1 Receipts and Disbursements .00
01/03/24 13e Entry Setting Hearing on Account .00
01/09/24 13l STAT ONLY 03/29/2024 .00
03/29/24 13i Judgment Entry Approving Final Account .00
04/01/24 Refund payment # 0000078999 76.90
BALANCE DUE .00
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