|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
03/14/23
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
03/14/23
|
02
|
Forms
|
|
|
10.00
|
|
03/14/23
|
03
|
Docketing & Index
|
|
|
15.00
|
|
03/14/23
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
03/14/23
|
05
|
Computer Fee
|
|
|
10.00
|
|
03/14/23
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
03/14/23
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
03/14/23
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
03/14/23
|
1.1
|
Full Estate Deposit
|
Rec # 604623
|
250.00
|
|
|
03/16/23
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
03/16/23
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
03/16/23
|
4.0e
|
Entry Setting Hearing and Ordering
|
05/04/2023
|
|
5.00
|
|
|
|
Notice
|
9:00AM
|
|
|
|
|
|
|
MCD
|
|
|
|
03/16/23
|
eb
|
Exhibit A Zoom Hearing instructions
|
|
|
.00
|
|
03/16/23
|
1e
|
Entry Setting Hearing
|
05/04/2023
|
|
5.00
|
|
|
|
Application To Admit Lost Will
|
2:00PM
|
|
|
|
|
|
|
MCD
|
|
|
|
03/16/23
|
401
|
Affidavit Of M. Jebb Linch For The Last
|
|
|
.00
|
|
|
|
Will & Testament Of Ronald E. Koch
|
|
|
|
|
03/16/23
|
2.0lw
|
Application to Admit Lost Will
|
|
|
.00
|
|
|
|
to Probate
|
|
|
|
|
03/16/23
|
1e
|
Entry Setting Hearing
|
05/04/2023
|
|
5.00
|
|
|
|
|
9:00AM
|
|
|
|
|
|
|
MCD
|
|
|
|
03/16/23
|
plw
|
PROPOSED LAST WILL & TESTAMENT OF:
|
|
|
.00
|
|
|
|
Ronald E. Koch
|
04/12/1990
|
|
|
|
03/16/23
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
04/03/23
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
received:04/03/2023
|
|
|
|
|
04/03/23
|
m
|
Motion to appoint special administrator
|
|
|
.00
|
|
04/03/23
|
4.a
|
Waiver of Right to Administer
|
|
|
.00
|
|
|
|
Tracy Golden
|
|
|
|
|
04/03/23
|
4.2
|
Fiduciary's Bond
|
40000.00
|
|
.00
|
|
|
|
|
Liberty
|
|
|
|
04/03/23
|
poa
|
Power of Attorney
|
|
|
.00
|
|
04/03/23
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
amended
|
|
|
|
04/03/23
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
mcd
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
PORT, GREGORY D.
|
(fidy)
|
|
|
|
04/03/23
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
04/03/23
|
adl
|
Additional Letters of Authority
|
|
|
4.00
|
|
04/04/23
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
05/04/23
|
dr
|
Digital Record of Hearing
|
TAS
|
|
.00
|
|
|
|
5/4/23 ZOOM
|
|
|
|
|
05/08/23
|
1de
|
Entry Continuing Remote Hearing
|
07/05/2023
|
|
5.00
|
|
|
|
|
9:00 AM
|
|
|
|
05/08/23
|
eb
|
Exhibit a
|
|
|
.00
|
|
05/08/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
05/10/23
|
al
|
Amended Letters of Authority
|
ex.7/5/2023
|
|
.00
|
|
|
|
|
TAS
|
|
|
|
05/10/23
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
05/10/23
|
50k
|
Application to Amend Letters of
|
|
|
.00
|
|
|
|
Authority
|
|
|
|
|
05/10/23
|
50l
|
Entry Amending Letters of Authority
|
TAS
|
|
5.00
|
|
07/05/23
|
dr
|
Digital Record of Hearing
|
TAS
|
|
.00
|
|
|
|
07/05/2023 / zoom
|
|
|
|
|
07/06/23
|
401
|
Affidavit of Anita A. Vanderah for the
|
|
|
.00
|
|
|
|
Last Will & Testament of Ronald E. Koch
|
|
|
|
|
07/06/23
|
att
|
Attachments
|
|
|
.00
|
|
08/09/23
|
6m
|
Citation to File Inventory
|
0043838 fidy
|
|
5.00
|
|
08/11/23
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
08/11/23
|
vcs
|
Virtual Service Mail Sent
|
|
|
7.21
|
|
|
|
Gregory D Port
|
509267
|
|
|
|
09/11/23
|
l
|
LETTER: to Gregory Port
|
|
|
.00
|
|
|
|
from Lindsay E Webster
|
|
|
|
|
09/15/23
|
crcl
|
Presentation of Claim Against Decedent's
|
|
|
10.00
|
|
|
|
Estate
|
|
|
|
|
|
|
-Cost paid by Atty Thomas L. Sooy
|
|
|
|
|
09/15/23
|
401
|
Affidavit
|
|
|
.00
|
|
09/15/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
09/15/23
|
ad
|
Additional Deposit
|
Rec # 614047
|
10.00
|
|
|
10/04/23
|
rmr
|
Regular Mail Returned/Not Complete
|
|
|
.00
|
|
|
|
Gregory Port
|
|
|
|
|
10/04/23
|
cos
|
Certificate of Service
|
supplemental
|
|
.00
|
|
10/13/23
|
8ic
|
Entry Continuing Citation Hearing For
|
11/17/2023
|
|
5.00
|
|
|
|
Inventory
|
|
|
|
|
10/13/23
|
rm
|
Regular Mail Sent
|
|
|
.00
|
|
|
|
Gregory D Port
|
|
|
|
|
10/13/23
|
eb
|
Exhibit
|
|
|
.00
|
|
10/13/23
|
dr
|
Digital Record of Hearing
|
MCD
|
|
.00
|
|
|
|
10/13/2023 / 22B
|
|
|
|
|
|
|
10:09:45am-10:11:01am
|
|
|
|
|
10/26/23
|
pos
|
Proof of Service for Hearing held on
|
|
|
.00
|
|
|
|
07/05/2023
|
|
|
|
|
10/26/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
10/26/23
|
17d
|
Magistrate's Decision with Notice
|
11/28/2023
|
|
.00
|
|
|
|
-Hearing Continued
|
10:00 AM
|
|
|
|
10/26/23
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
10/26/23
|
eb
|
Exhibit a
|
|
|
.00
|
|
10/26/23
|
cos
|
Certificate of Service
|
|
|
.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 of Authority shall
|
|
|
|
|
|
|
Remain Suspended until Further Order of
|
|
|
|
|
|
|
the Court. While in Effect Mr Port shall
|
|
|
|
|
11/03/23
|
ex
|
have no Access to Estate Funds.
|
|
|
.00
|
|
11/03/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
11/20/23
|
mo
|
Magistrate's Order Setting Hearing
|
12/05/2023
|
|
5.00
|
|
|
|
-Removal of Fiduuciary
|
9:00 AM
|
|
|
|
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
|
|
11/28/23
|
mo
|
Magistrate's Order Following Hearing
|
TAS
|
|
5.00
|
|
11/29/23
|
2.1
|
Notice of Limited Appearance
|
|
|
.00
|
|
11/29/23
|
cos
|
Certificate of Service: David H Thomas,
|
|
|
.00
|
|
|
|
Gregory Port, Liberty Mut,c/o Ohio
|
|
|
|
|
|
|
Casualty Co, Julie Brosious, Tracy
|
|
|
|
|
|
|
Golden, and Kevin Blair
|
|
|
|
|
11/30/23
|
rmr
|
Regular Mail Returned/Not Complete
|
|
|
.00
|
|
|
|
Kevin Blair
|
|
|
|
|
12/05/23
|
dr
|
Digital Record of Hearing
|
KAG
|
|
.00
|
|
|
|
12/05/2023 / 22A
|
|
|
|
|
|
|
9:29:30am-9:38:50am
|
|
|
|
|
12/05/23
|
dr
|
Digital Record of Hearing
|
KAG
|
|
.00
|
|
|
|
12/05/2023 / 22A
|
|
|
|
|
|
|
9:29:30am-9:38:50am
|
|
|
|
|
12/12/23
|
17d
|
Magistrate's Decision Removing Fiduciary
|
KAG
|
|
.00
|
|
|
|
-Gregory Port be Removed as Special
|
|
|
|
|
|
|
Administrator of the Estate of
|
|
|
|
|
|
|
Ronald E Koch.
|
|
|
|
|
12/12/23
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
12/12/23
|
17c
|
Findings of Fact
|
|
|
.00
|
|
12/12/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
12/20/23
|
l
|
LETTER: 12/13/2023
|
|
|
.00
|
|
|
|
TO: FCPC
|
|
|
|
|
|
|
FROM: W. Scott Hayes
|
|
|
|
|
12/20/23
|
1da
|
Application for Continuance of Hearing
|
|
|
.00
|
|
12/20/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
12/20/23
|
1de
|
Entry Continuing Hearing
|
01/25/2024
|
|
5.00
|
|
|
|
|
3:00 PM
|
|
|
|
12/20/23
|
eb
|
Exhibit A
|
|
|
.00
|
|
12/20/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
01/22/24
|
aos
|
Affidavit of Service of Notice
|
|
|
.00
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
David H Thomas, Esq
|
|
|
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Gregory Port, Esq:2 addresses
|
|
|
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Liberty Mut c/o Ohio Casualty Co
|
|
|
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Julie Brosious
|
|
|
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Tracy Golden
|
|
|
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Kevin Bair
|
|
|
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Derek L Graham, Esq
|
|
|
|
|
01/22/24
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
Melissa A Feldman, Esq
|
|
|
|
|
01/24/24
|
misc
|
Special Master Commissioners Quarterly
|
|
|
.00
|
|
|
|
Report
|
|
|
|
|
01/31/24
|
9f
|
Charge of Contempt/FIDUCIARY
|
|
|
5.00
|
|
|
|
Gregory D Port
|
|
|
|
|
01/31/24
|
eb
|
Exhibit
|
|
|
.00
|
|
01/31/24
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
01/31/24
|
vcs
|
Virtual Service Mail Sent
|
|
|
7.40
|
|
|
|
Gregory D Port
|
531800
|
|
|
|
01/31/24
|
rm
|
Regular Mail Sent
|
|
|
.00
|
|
|
|
Gregory D Port
|
|
|
|
|
01/31/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
02/06/24
|
mo
|
Magistrate's Order
|
|
|
5.00
|
|
|
|
Subject of Hearing for Lost Will
|
|
|
|
|
02/06/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
02/06/24
|
lw
|
LAST WILL AND TESTAMENT OF:
|
|
|
.00
|
|
|
|
Ronald E. Koch
|
04/12/1990
|
|
|
|
02/06/24
|
2.3
|
Entry Admitting Will to Probate
|
MKB
|
|
15.00
|
|
02/06/24
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
02/06/24
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
02/06/24
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
SCHMITZ, CHARLES
|
(fidy)
|
|
|
|
02/06/24
|
17n
|
Entry Adopting Magistrate's Decision
|
Mackey
|
|
5.00
|
|
02/06/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
02/07/24
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
02/12/24
|
rmr
|
Regular Mail Returned/Not Complete
|
|
|
.00
|
|
|
|
Gregory D Port
|
|
|
|
|
02/12/24
|
cos
|
Certificate of Service
|
supplemental
|
|
.00
|
|
02/15/24
|
cr
|
Certified Mail Returned-Not Complete
|
|
|
.00
|
|
|
|
Greggory Port
|
|
|
|
|
02/15/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
02/20/24
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
AMENDED
|
|
|
|
02/20/24
|
noa
|
Notice of Appearance of Counsel
|
|
|
.00
|
|
|
|
- Attorney for Defendant
|
|
|
|
|
02/20/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
Julie Brosious, Tracy Golden,
|
|
|
|
|
|
|
Kevin Bair, Derek L. Graham,
|
|
|
|
|
|
|
Melisa A. Feldman
|
|
|
|
|
02/20/24
|
l
|
Cover letter from Atty's office
|
|
|
.00
|
|
|
|
Dated: 02/14/2024
|
|
|
|
|
02/20/24
|
l
|
Cover letter from Atty's office
|
|
|
.00
|
|
|
|
Dated: 12/06/2023
|
|
|
|
|
02/20/24
|
3.a
|
Application to Appoint Appraiser
|
|
|
.00
|
|
02/20/24
|
3.ae
|
Entry Appointing Appraiser
|
100
|
|
5.00
|
|
|
|
Eric Smith 740-927-0000
|
|
|
|
|
02/20/24
|
att
|
Appointment of Appraiser
|
|
|
.00
|
|
|
|
Certification
|
|
|
|
|
02/27/24
|
rr
|
Return Receipt for Notice of Probate of
|
|
|
.00
|
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Will:
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Medicaid Estate Recovery Unit
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02/27/24
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7.2
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Certification Of Notice To Administrator
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.00
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Of Medicaid Estate Recovery Program
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02/27/24
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l
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Letter from Ohio Attorney General
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.00
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02/27/24
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l
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Cover letter from Atty's office
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.00
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Dated: 02/20/2024
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03/18/24
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2.1a
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Waiver of Notice of Probate of Will
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.00
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Charles Schmitz
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03/18/24
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2.2a
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Notice of Probate of Will
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.00
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Kevin Bair
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03/18/24
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2.2a
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Notice of Probate of Will
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.00
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Tracy Golden
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03/18/24
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2.2a
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Notice of Probate of Will
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.00
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Julie Brosious
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03/18/24
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2.3a
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Certificate of Service of Notice of
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.00
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Probate of Will
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SCHMITZ, CHARLES
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(fidy)
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03/18/24
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l
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Cover Letter from Atty Hayes
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03/14/2024
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.00
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03/22/24
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l
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LETTER: cover 03/11/2024
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.00
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03/22/24
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m
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Motion to Relieve Special Master
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.00
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Commissioners
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03/22/24
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cos
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Certificate of Service
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.00
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03/22/24
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e
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Entry
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KAG
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5.00
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03/22/24
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1cd
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Application for Fiduciary Fees
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10.00
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Resch, Root, Philipps & Graham, LLC
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03/22/24
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fs
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Fee Schedule
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.00
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03/22/24
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morf
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Magistrate's Order Regarding Fees
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1310.00
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.00
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03/22/24
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8ic
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Entry Continuing Show Cause Hearing For
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05/30/2024
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5.00
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Inventory
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PORT, GREGORY D.
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(fidy)
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03/22/24
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cos
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Certificate of Service
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.00
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03/22/24
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eb
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Exhibit
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.00
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Zoom Hearing
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04/11/24
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13m
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Citation to File Account
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sent to fidy
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5.00
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04/11/24
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vcos
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Certificate of Service for Virtual Mail
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.00
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04/11/24
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vcs
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Virtual Service Mail Sent
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7.40
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Gregory D Port
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556957
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04/22/24
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l
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LETTER: cover 04/18/2024
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.00
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04/22/24
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misc
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Special Master Commissioners Second
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.00
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Quarterly Report
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04/23/24
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vcr
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Virtual Service Returned
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.00
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GDP
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556957
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05/06/24
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6.0
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Inventory
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410000.00
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17.00
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SCHMITZ, CHARLES
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(fidy)
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05/06/24
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6n
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Appraiser's Certificate
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v
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3.00
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Eric R. Smith.
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05/06/24
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6.1
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Schedule of Assets R/E:Yes R/E.
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410000.00
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.00
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05/07/24
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6e
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Entry Setting Hearing on Inventory
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.00
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05/31/24
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6h
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Judgment Entry Approving Inventory
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.00
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07/22/24
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pbmr
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Courts Internal PB Mailer Request
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.00
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07/22/24
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pbmr
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Courts Internal PB Mailer Request
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.00
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07/22/24
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9f
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Charge of Contempt/FIDUCIARY
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5.00
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07/22/24
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vcos
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Certificate of Service for Virtual Mail
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.00
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07/22/24
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vcs
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Virtual Service Mail Sent
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8.16
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Gregory D Port
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006905
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07/22/24
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eb
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Exhibit
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.00
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Zoom Hearing
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07/24/24
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misc
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Special Master Commissioners Third
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.00
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Quarterly Report
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07/29/24
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13.10
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Notice to Extend Administration
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.00
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SCHMITZ, CHARLES
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(fidy)
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07/30/24
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19k
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Notice of Case Schedule
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1.00
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07/30/24
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vcr
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Virtual Service Returned
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.00
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P03
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006905
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09/05/24
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dr
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Digital Record of Hearing
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JDM
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.00
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09/05/2024 / Zoom
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09/09/24
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dr
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Digital Record of Hearing
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JDM
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.00
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09/09/2024 / Zoom
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09/18/24
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cos
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Certificate of Service
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.00
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09/18/24
|
ej
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Entry Dismissing Charges of Contempt
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Mackey
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5.00
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09/18/24
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cos
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Certificate of Service
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.00
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10/31/24
|
misc
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Special Master Commissioners Quarterly
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.00
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Report
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01/27/25
|
misc
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Special Master Commissioners Fifth
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.00
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Quarterly Report
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03/11/25
|
l
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LETTER:Cover Letter. 03/06/2025.
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.00
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03/11/25
|
13n
|
Application to Extend Time to File
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.00
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Account
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03/11/25
|
st
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Status Letter
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5.00
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SCHMITZ, CHARLES
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(fidy)
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03/11/25
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13n
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Application to Extend Time to File
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.00
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Account
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03/11/25
|
13o
|
Entry Extending Time to File Account
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09/08/2025
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5.00
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SCHMITZ, CHARLES
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(fidy)
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09/08/25
|
13a
|
Fiduciary's Partial Account
|
01
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26.00
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SCHMITZ, CHARLES
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(fidy)
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09/08/25
|
13.1
|
Receipts and Disbursements
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|
.00
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09/08/25
|
hud
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Settlement Statement
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|
|
.00
|
|
09/08/25
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
176027.76
|
|
.00
|
|
09/08/25
|
1cc
|
Consent to Attorney Fees
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.00
|
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09/08/25
|
st
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Status Letter
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5.00
|
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SCHMITZ, CHARLES
|
(fidy)
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09/08/25
|
ad
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Additional Deposit
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Rec # 650795
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175.00
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09/08/25
|
1ca
|
Application for Attorney Fees
|
|
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14.00
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09/08/25
|
1cb
|
Entry Approving Attorney Fees
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10899.00
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|
.00
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1394.37
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09/08/25
|
ad
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Additional Deposit
|
Rec # 650795
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50.00
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09/09/25
|
13e
|
Entry Setting Hearing on Account
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.00
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09/25/25
|
rmr
|
Regular Mail Returned/Not Complete
|
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|
.00
|
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|
-Gregory D. Port
|
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10/20/25
|
13h
|
Judgment Entry Approving Partial Account
|
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|
.00
|
|
04/17/26
|
54
|
Release of Claim
|
|
|
.00
|
|
|
|
-The Ohio State University
|
|
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04/17/26
|
cos
|
Certificate of Service
|
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|
.00
|
|
06/04/26
|
54
|
Release
|
|
|
.00
|
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|
DEPOSIT REMAINING
|
|
|
39.83
|
|
|
|
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|
|
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