Case Docket

Case Number: 624872  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : TANNER, MERLYN JAMES
AKA :

Date Code Description Reference Receipt Cost
06/22/23 01 Case Number (Daily Reporter) 10.00
06/22/23 02 Forms 10.00
06/22/23 03 Docketing & Index 15.00
06/22/23 04 Computerized Legal Research 3.00
06/22/23 05 Computer Fee 10.00
06/22/23 07 Legal Aid Trust Fund 26.00
06/22/23 08 Dispute Resolution Fund 15.00
06/22/23 16 Special Projects Fund 15.00
06/22/23 1.1 Full Estate Deposit Rec # 609758 250.00
07/25/23 l LETTER: .00
Received 06/21/2023
07/25/23 lw LAST WILL AND TESTAMENT OF: .00
Merlyn James Tanner 12/09/1991
First Codicil 04/12/2012
07/25/23 401 Affidavit .00
07/25/23 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
07/25/23 2.0 Application to Probate Will .00
07/25/23 2.3 Entry Admitting Will to Probate 15.00
07/25/23 2.3a Certificate of Service of Notice of .00
Probate of Will
07/25/23 2.1a Waiver of Notice of Probate of Will .00
Sherry Bridson
Paul Tanner
07/25/23 4.0 Application for Authority to Administer 5.00
Estate
07/25/23 mo Magistrate's Order setting hearing on 5.00
application to administer tas
07/25/23 eb Exhibit A .00
Zoom Meeting instruction
07/25/23 cos Certificate of Service .00
07/25/23 4.a Waiver of Right to Administer .00
Sherry Bridson
Paul Tanner
07/25/23 4.0a Fiduciary's Acceptance .00
07/25/23 fr Funeral Receipt .00
08/01/23 4.2 Fiduciary's Bond 40000.00 .00
RLI Ins.
08/01/23 poa Power of Attorney .00
Barton W. Davis
08/01/23 att Application from RLI Ins. .00
Approval letter from RLI Ins.
08/01/23 eml e-Mail Correspondence Received from: .00
- CBS Agency
(NOT EVIDENCE)
08/02/23 3.b Application to Dispense With Appraisal .00
08/02/23 3.be Entry Dispensing With Appraisal 5.00
08/02/23 4.5 Entry Appointing Fiduciary, Letter of TAS 10.00
Authority
TANNER, DAVID R. (fidy)
08/02/23 igf Indigent Guardianship Fund 30.00
08/02/23 adl Additional Letters of Authority 2.00
08/03/23 19k Notice of Case Schedule 1.00
10/12/23 l LETTER:Cover Letter. 10/10/2023 .00
10/12/23 ad Additional Deposit Rec # 615383 60.05
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/13/23 6.0 Inventory 30380.69 17.00
11/13/23 6t Ohio Estate Tax Anticipated? N .00
11/13/23 6d Waiver of Notice of Hearing on Inventory .00
11/13/23 6.1 Schedule of Assets R/E: No R/E .00
11/13/23 7.1 Notice to Administrator of Estate .00
Recovery Program
11/13/23 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
11/14/23 6e Entry Setting Hearing on Inventory .00
11/14/23 9.7 Application to Transfer Motor Vehicle .00
11/14/23 9.8 Entry Approving Transfer of Motor 2017 5.00
Vehicle CHEVY
11/14/23 cc Certified Copy 1.00
12/08/23 6h Judgment Entry Approving Inventory .00
12/18/23 sc Substitution of Counsel 0103465 .00
12/18/23 cos Certificate of Service .00
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
01/02/24 Refund payment # 0000078186 88.05
01/03/24 13e Entry Setting Hearing on Account .00
02/13/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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