Case Docket

Case Number: 624401  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : SWAD, HELEN
AKA : SWAD, HELEN M.

Date Code Description Reference Receipt Cost
05/26/23 01 Case Number (Daily Reporter) 10.00
05/26/23 02 Forms 10.00
05/26/23 03 Docketing & Index 15.00
05/26/23 04 Computerized Legal Research 3.00
05/26/23 05 Computer Fee 10.00
05/26/23 07 Legal Aid Trust Fund 26.00
05/26/23 08 Dispute Resolution Fund 15.00
05/26/23 16 Special Projects Fund 15.00
05/26/23 1.1 Full Estate Deposit Rec # 608545 250.00
05/26/23 4.0 Application for Authority to Administer 5.00
Estate
05/26/23 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
05/26/23 4.2 Fiduciary's Bond 40000.00 .00
RLI Ins.
05/26/23 poa Power of Attorney .00
John Susie
05/26/23 att RLI approval letter .00
05/26/23 3.b Application to Dispense With Appraisal .00
05/26/23 3.be Entry Dispensing With Appraisal 5.00
05/26/23 4.0a Fiduciary's Acceptance .00
05/26/23 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
GARY, JESSA M. (fidy)
05/26/23 dc Death Certificate .00
Helen M. Swad 03/03/2020
05/26/23 l Cover letter from Atty's office .00
Dated: 05/25/2023
05/26/23 igf Indigent Guardianship Fund 30.00
05/26/23 adl Additional Letters of Authority 4.00
05/30/23 19k Notice of Case Schedule 1.00
09/05/23 l LETTER:Cover Letter. 08/30/2023 .00
09/05/23 6.0 Inventory 113000.00 17.00
09/05/23 6t Ohio Estate Tax Anticipated? n .00
09/05/23 6.1 Schedule of Assets R/E:Yes R/E. 113000.00 .00
09/06/23 6e Entry Setting Hearing on Inventory .00
09/20/23 sc Substitution of Counsel 0010856 .00
09/20/23 cos Certificate of Service .00
10/02/23 6h Judgment Entry Approving Inventory .00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/04/23 mfl Application to Extend Administration .00
12/04/23 mfle Entry Extending Administration 5.00
12/05/23 19k Notice of Case Schedule 1.00
05/24/24 1ae Entry Increasing Bond 300000.00 5.00
RLI
05/24/24 4.2 Fiduciary's Bond 340000.00 .00
RLI
05/24/24 bacb Bond Application for CBS Agency .00
05/24/24 poa Power of Attorney .00
05/24/24 6a Amended Inventory 132545.00 17.00
05/24/24 6t Ohio Estate Tax Anticipated? N .00
05/24/24 6.1 Schedule of Assets R/E: 130000.00 .00
05/28/24 6e Entry Setting Hearing on Inventory .00
06/05/24 9.0 Application to Sell Personal Property 10.00
06/05/24 9.1 Schedule of Personal Property .00
06/05/24 9.3 Entry Authorizing Sale of Personal MCD 5.00
Property
06/13/24 13n Application to Extend Time to File .00
Account
06/13/24 13o Entry Extending Time to File Account 09/30/2024 5.00
06/20/24 9.7 Application to Transfer Motor Vehicle .00
06/20/24 9.8 Entry Approving Transfer of Motor 2002 5.00
Vehicle HONDA
06/20/24 cc Certified Copy 1.00
06/21/24 6h Judgment Entry Approving Inventory .00
08/08/24 13n Application to Extend Time to File .00
Account
08/08/24 13o Entry Extending Time to File Account 12/31/2024 5.00
12/06/24 mfl Application to Extend Administration .00
12/06/24 13o Entry Extending Time to File Account 03/28/2025 5.00
04/02/25 l LETTER:Cover Letter. 03/20/2025. .00
04/02/25 mfl Application to Extend Administration .00
04/02/25 13o Entry Extending Time to File Account 06/27/2025 5.00
04/18/25 1be Entry to Reduce Bond 40000.00 5.00
RLI
04/18/25 1b Application to Reduce Bond 5.00
04/18/25 ad Additional Deposit Rec # 643095 5.00
04/18/25 ad Additional Deposit Bookkeeping 5.00
04/18/25 ad Additional Deposit Bookkeeping 5.00
06/24/25 13.1 Receipts and Disbursements .00
06/24/25 13.2 Assets Remaining in Fiduciary's Hands 130800.00 .00
06/24/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
06/24/25 13a Fiduciary's Partial Account 01 22.00
06/24/25 ad Additional Deposit Rec # 646804 22.00
06/25/25 13e Entry Setting Hearing on Account .00
08/05/25 13h Judgment Entry Approving Partial Account .00
10/08/25 15m Citation to File Status Letter sent to fidy 5.00
10/08/25 vcos Certificate of Service for Virtual Mail .00
10/08/25 vcs Virtual Service Mail Sent 8.86
Jessa M Gary 093141
10/08/25 vcs Virtual Service Mail Sent 8.86
William J Browning 093158
10/16/25 6p Motion to Amend Inventory .00
10/16/25 6q Entry Amending Inventory 5.00
10/16/25 ad Additional Deposit Rec # 653115 28.00
10/22/25 vcr Virtual Service Returned .00
F01 093141
10/22/25 vcr Virtual Service Returned .00
A10856 093158
10/22/25 1ca Application for Attorney Fees 10.00
-William J. Browning, Esq.
10/22/25 1cb Entry Approving Attorney Fees 800.00 .00
TPS
10/22/25 fs Fee Schedule 2.00
10/22/25 13.0 Fiduciary's Final Account 02 22.00
10/22/25 13.1 Receipts and Disbursements .00
10/22/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
10/22/25 eb Docusign .00
10/22/25 ad Additional Deposit Rec # 653448 33.72
10/23/25 13e Entry Setting Hearing on Account .00
12/03/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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