Case Docket

Case Number: 626370  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : PORTEZ, RUTH MARIE
AKA :


Date Code Description Reference Receipt Cost
09/11/23 01 Case Number (Daily Reporter) 10.00
09/11/23 02 Forms 10.00
09/11/23 03 Docketing & Index 15.00
09/11/23 04 Computerized Legal Research 3.00
09/11/23 05 Computer Fee 10.00
09/11/23 07 Legal Aid Trust Fund 26.00
09/11/23 08 Dispute Resolution Fund 15.00
09/11/23 16 Special Projects Fund 15.00
09/11/23 1.1 Full Estate Deposit Rec # 613777 200.00
09/12/23 lw LAST WILL AND TESTAMENT OF: .00
Ruth M. Portez 08/13/2020
09/12/23 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
09/12/23 2.0 Application to Probate Will .00
09/12/23 2.3 Entry Admitting Will to Probate 15.00
09/12/23 2.3a Certificate of Service of Notice of .00
Probate of Will
09/12/23 2.1a Waiver of Notice of Probate of Will .00
Richard Jay Wickman
Teresa Parsley
09/12/23 4.0 Application for Authority to Administer 5.00
Estate
09/12/23 3.b Application to Dispense With Appraisal .00
09/12/23 3.be Entry Dispensing With Appraisal 5.00
09/12/23 sum Franklin County Auditor's .00
Real Estate Summary
09/12/23 4.0 Application for Authority to Administer 5.00
Estate
09/12/23 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
PARSLEY, TERESA (fidy)
09/12/23 dc Death Certificate .00
Ruth Marie Portez
09/12/23 l Cover letter from Atty's office .00
Dated: 09/07/2023
09/12/23 igf Indigent Guardianship Fund 30.00
09/12/23 adl Additional Letters of Authority 3.00
09/13/23 19k Notice of Case Schedule 1.00
09/13/23 8.9 Summary of General Rights of Surviving .00
Spouse
09/13/23 8.0 Citation to Surviving Spouse 5.00
09/13/23 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
09/13/23 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 7.21
Jeffrey Peter Portez 514278
10/03/23 8.1 Election of Surviving Spouse to Take 5.00
Under Will
10/03/23 6.0 Inventory 75762.67 17.00
10/03/23 6t Ohio Estate Tax Anticipated? N .00
10/03/23 6.1 Schedule of Assets R/E: 62700.00 .00
10/04/23 6e Entry Setting Hearing on Inventory .00
10/11/23 dc Death Certificate .00
Jeffrey Peter Portez
10/11/23 att Notice of Filing of Death Certificate .00
10/11/23 l Cover letter from Atty's office .00
Dated: 10/06/2023
10/20/23 l LETTER from Lindsay Webster to Atty .00
Brookes 10/20/2023
10/24/23 12.0 Application for Certificate of Transfer 7.00
10/24/23 12.a Certificate of Transfer .00
10/24/23 12.2 Entry Issuing Certificate of Transfer TAS .00
10/24/23 2.3a Certificate of Service of Notice of .00
Probate of Will
10/24/23 l Cover Letter from Atty Brookes Law Offc 10/12/2023 .00
10/30/23 6h Judgment Entry Approving Inventory .00
11/03/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/14/23 9.7 Application to Transfer Motor Vehicle .00
11/14/23 9.8 Entry Approving Transfer of Motor 2005 5.00
Vehicle SATURN
11/14/23 cc Certified Copy 1.00
11/27/23 ad Additional Deposit Rec # 617474 50.00
11/27/23 l LETTER: cover 11/21/2023 .00
01/10/24 l LETTER:Cover Letter. 01/05/2024 .00
01/10/24 1cc Consent to Attorney Fees 980.00 .00
284.00
01/10/24 13t Certificate Of Termination .00
01/10/24 13te Entry Approving Certificate of 5.00
Termination
01/10/24 Refund payment # 0000078287 18.79
BALANCE DUE .00
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