Case Docket

Case Number: 629159  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : MERZ, DAVID CARL
AKA : MERZ, DAVID C.


Date Code Description Reference Receipt Cost
02/15/24 01 Case Number (Daily Reporter) 10.00
02/15/24 02 Forms 10.00
02/15/24 03 Docketing & Index 15.00
02/15/24 04 Computerized Legal Research 3.00
02/15/24 05 Computer Fee 10.00
02/15/24 07 Legal Aid Trust Fund 26.00
02/15/24 08 Dispute Resolution Fund 15.00
02/15/24 16 Special Projects Fund 15.00
02/15/24 1.1 Full Estate Deposit Rec # 621495 150.00
02/16/24 lw LAST WILL AND TESTAMENT OF: .00
David Carl Merz 01/28/2020
02/16/24 poa Power of Attorney .00
Michael Frances Merz poa Hlthcare Power 05/10/2023
of Attorney
02/16/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
02/16/24 2.0 Application to Probate Will .00
02/16/24 2.1a Waiver of Notice of Probate of Will .00
Michael Merz
Martin K Merz
Don Paul Smals
02/16/24 2.3 Entry Admitting Will to Probate 15.00
02/16/24 2.3a Certificate of Service of Notice of .00
Probate of Will
02/16/24 2.1a Waiver of Notice of Probate of Will .00
Michael Merz
Martin Merz
Don Paul Smals
02/16/24 4.0 Application for Authority to Administer 5.00
Estate
02/16/24 4.0a Fiduciary's Acceptance .00
02/16/24 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
SMALS, LORETTA VICTORIA. (fidy)
02/16/24 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
02/16/24 bs Bank Statement .00
Fifth Third Bank account summary
02/16/24 obit Obituary .00
David Carl Merz
02/16/24 dc Death Certificate .00
Kathryn S Waltrous
02/16/24 l Cover Letter from Atty Walker Novack Leg 02/12/2024 .00
02/16/24 misc Miscellaneous Filing .00
Missing/incomplete documents form from 02/16/2024
staff atty GJB
02/16/24 igf Indigent Guardianship Fund 30.00
02/16/24 adl Additional Letters of Authority 2.00
02/16/24 dc Death Certificate .00
David Carl Merz
02/20/24 19k Notice of Case Schedule 1.00
02/20/24 6.0 Inventory 63790.86 17.00
02/20/24 6t Ohio Estate Tax Anticipated? n .00
02/20/24 6d Waiver of Notice of Hearing on Inventory .00
02/20/24 6.1 Schedule of Assets R/E: NO/RE .00
02/20/24 l LETTER: .00
Form 3.0B and court cost
02/21/24 6e Entry Setting Hearing on Inventory .00
03/18/24 6h Judgment Entry Approving Inventory .00
03/19/24 3.b Application to Dispense With Appraisal .00
03/19/24 3.be Entry Dispensing With Appraisal 5.00
04/16/24 ad Additional Deposit Rec # 624454 175.00
04/23/24 7.1 Notice to Administrator of Estate Amended. .00
Recovery Program
08/21/24 1cc Consent to Attorney Fees .00
Martin Merz, Don Paul Smals, Michael
Merz, Jacqueline Waltrous, Robert
Waltrous, Jason Merz, & Loretta Smals
08/21/24 fs Fee Schedule 3.00
08/21/24 13v Waiver Of Notice of Hearing and Consent .00
to Account: Martin Merz, Don Paul Smals,
Jason Merz, Robert Waltrous, Jacqueline
Waltrous,& Kelli Keeler for Michael Merz
08/21/24 2.1a Waiver of Notice of Probate of Will .00
Jason Merz
08/21/24 m Motion to Close Case .00
08/21/24 mem Memorandum in Support .00
08/21/24 cos Certificate of Service .00
08/21/24 e Entry to Close Case TAS 5.00
-Upon Motion of Executor Loretta
Victoria Smals, & for good cause shown,
this Case is Closed.
08/21/24 99 Case Closed .00
08/26/24 Refund payment # 0000080448 128.00
BALANCE DUE .00
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