Case Docket

Case Number: 630062  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : WORTMAN, SUZANNE L.
AKA : WORTMAN, SUZANNE


Date Code Description Reference Receipt Cost
04/02/24 01 Case Number (Daily Reporter) 10.00
04/02/24 02 Forms 10.00
04/02/24 03 Docketing & Index 15.00
04/02/24 04 Computerized Legal Research 3.00
04/02/24 05 Computer Fee 10.00
04/02/24 07 Legal Aid Trust Fund 26.00
04/02/24 08 Dispute Resolution Fund 15.00
04/02/24 16 Special Projects Fund 15.00
04/02/24 1.1 Full Estate Deposit Rec # 623769 250.00
04/16/24 mo Magistrate's Order 5.00
04/16/24 eb Exhibit A .00
04/16/24 cos Certificate of Service .00
04/16/24 4.0 Application for Authority to Administer 5.00
Estate
04/16/24 4.0e Entry Setting Hearing and Ordering 05/10/2024 5.00
Notice 11:00am
MCD
04/16/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee Under Unknown
04/16/24 4.2B Proposed Bond Documents .00
04/16/24 3.b Application to Dispense With Appraisal .00
04/16/24 3.be Entry Dispensing With Appraisal 5.00
04/16/24 sum Franklin County Auditor's .00
Real Estate Summary
04/16/24 4.0a Fiduciary's Acceptance .00
04/16/24 dc Death Certificate .00
Suzanne Wortman
04/30/24 401 Affidavit .00
05/01/24 noa Notice of Appearance of Counsel .00
- Jeffrey S. Anderson for Matthew J.
Westlake & Adrienne L. Pourtreau
05/01/24 cos Certificate of Service .00
05/02/24 noa Notice of Appearance of Counsel .00
- George L. Poulos, Esq. for Lisa A.
Arnold, Donald E. Graves, Jr., James R.
Graves, & Daniel R. Pickett
05/02/24 cos Certificate of Service .00
05/08/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee AMENDED
05/10/24 4.2 Fiduciary's Bond Approval Entry 40000.00 .00
Oh Casualty
MCD
05/10/24 4.5 Entry Appointing Fiduciary, Letter of MCD 10.00
Authority
JUHOLA, MICHAEL D. (fidy)
05/10/24 igf Indigent Guardianship Fund 30.00
05/10/24 adl Additional Letters of Authority 2.00
05/10/24 rusm Regular U.S. Mail .68
05/10/24 dr Digital Record of Hearing MCD .00
05/10/2024 / Zoom
05/13/24 19k Notice of Case Schedule 1.00
05/13/24 mo Magistrate's Order MCD 5.00
-see dec
05/13/24 cos Certificate of Service .00
05/29/24 noa Notice of Appearance of Counsel .00
- George L. Poulos, Esq. for Tracy Lynn
Hinton
05/29/24 cos Certificate of Service .00
06/27/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee SECOND
AMENDED
06/28/24 misc Miscellaneous Filing: Notice of Correcte .00
d Spelling of Beneficiary's Name.
07/05/24 misc Statement Regarding Additonal Bond .00
Sale Of Real Estate
07/05/24 repc Real Estate Purchase Contract .00
07/05/24 ex Extra Pages 9.00
07/05/24 1ae Entry Increasing Bond 404000.00 5.00
OhCasualtyCo
07/05/24 4.2 Fiduciary's Bond 444000.00 .00
OhCasualtIns
07/05/24 poa Power of Attorney .00
07/05/24 6.0 Inventory 246469.73 17.00
07/05/24 6t Ohio Estate Tax Anticipated? N .00
07/05/24 6.1 Schedule of Assets R/E: 154800.00 .00
07/05/24 cpi Confidential Personal Identifiers .00
07/05/24 10j Consent to Power to Sell Real Estate 1.00
Matthew J Westlake
07/05/24 e Entry 5.00
For Bond
07/05/24 10j Consent to Power to Sell Real Estate 1.00
Adrienne Pourteau
07/05/24 10j Consent to Power to Sell Real Estate 1.00
Lisa Arnold, Daniel R Pickett
Donald E Grave Jr
James R Grave, Tracy L Hinton
07/05/24 cc Certified Copy 5.00
07/08/24 6e Entry Setting Hearing on Inventory .00
08/01/24 6h Judgment Entry Approving Inventory .00
12/02/24 13n Application to Extend Time to File .00
Account
12/02/24 13o Entry Extending Time to File Account 01/31/2025 5.00
01/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/25/25 mfl Application to Extend Administration .00
03/25/25 mfle Entry Extending Administration 5.00
03/26/25 19k Notice of Case Schedule 1.00
07/07/25 13.0 Fiduciary's Final Account 01 22.00
07/07/25 13.1 Receipts and Disbursements .00
07/07/25 hud Settlement Statement .00
07/07/25 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
07/07/25 13v Waiver Of Notice of Hearing and Consent .00
to Account
07/07/25 13v Waiver Of Notice of Hearing and Consent 6.00
to Account
07/07/25 1cc Consent to Attorney Fees .00
07/07/25 1cc Consent to Attorney Fees 6.00
07/07/25 ad Additional Deposit Rec # 647358 15.00
07/08/25 Refund payment # 0000083149 3.32
07/08/25 13e Entry Setting Hearing on Account .00
08/18/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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