|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
04/26/24
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
04/26/24
|
02
|
Forms
|
|
|
10.00
|
|
04/26/24
|
03
|
Docketing & Index
|
|
|
15.00
|
|
04/26/24
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
04/26/24
|
05
|
Computer Fee
|
|
|
10.00
|
|
04/26/24
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
04/26/24
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
04/26/24
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
04/26/24
|
1.1
|
Full Estate Deposit
|
Rec # 625043
|
250.00
|
|
|
04/29/24
|
l
|
LETTER:Attrny letter received 4/25/2024
|
|
|
.00
|
|
04/29/24
|
lw
|
LAST WILL AND TESTAMENT OF:
|
|
|
.00
|
|
|
|
Margaret A Burgess
|
|
|
|
|
04/29/24
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
04/29/24
|
2.0
|
Application to Probate Will
|
|
|
.00
|
|
04/29/24
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
Jack D Burgess II
|
|
|
|
|
|
|
Robert H Burgess
|
|
|
|
|
|
|
Mary Ellen Burgess, Trustee
|
|
|
|
|
04/29/24
|
2.3
|
Entry Admitting Will to Probate
|
|
|
15.00
|
|
04/29/24
|
2.3a
|
Certificate of Service of Notice of
|
|
|
.00
|
|
|
|
Probate of Will
|
|
|
|
|
04/29/24
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
04/29/24
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
04/29/24
|
3.be
|
Entry Dispensing With Appraisal
|
|
|
5.00
|
|
04/29/24
|
sum
|
Franklin County Auditor's
|
|
|
.00
|
|
|
|
Real Estate Summary
|
|
|
|
|
04/29/24
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
04/29/24
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
BURGESS, JACK D, II
|
(fidy)
|
|
|
|
04/29/24
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Margaret Annette Burgess
|
|
|
|
|
04/29/24
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
04/29/24
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
04/30/24
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
07/18/24
|
6.0
|
Inventory
|
378403.91
|
|
17.00
|
|
07/18/24
|
6t
|
Ohio Estate Tax Anticipated?
|
n
|
|
.00
|
|
07/18/24
|
6.1
|
Schedule of Assets R/E: $167,500.00
|
|
|
.00
|
|
07/19/24
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
08/01/24
|
6a
|
Amended Inventory
|
383978.91
|
|
17.00
|
|
08/01/24
|
6.1
|
Schedule of Assets R/E:
|
167500.00
|
|
.00
|
|
08/02/24
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
08/26/24
|
6h
|
Judgment Entry Approving Inventory
|
|
|
.00
|
|
09/09/24
|
12.0
|
Application for Certificate of Transfer
|
1
|
|
7.00
|
|
09/09/24
|
12.a
|
Certificate of Transfer
|
1
|
|
.00
|
|
09/09/24
|
12.2
|
Entry Issuing Certificate of Transfer
|
1
|
|
.00
|
|
09/09/24
|
9.7
|
Application to Transfer Motor Vehicle
|
|
|
.00
|
|
09/09/24
|
9.8
|
Entry Approving Transfer of Motor
|
2014
|
|
5.00
|
|
|
|
Vehicle
|
Chrysler
|
|
|
|
09/09/24
|
cc
|
Certified Copy
|
|
|
1.00
|
|
10/01/24
|
13n
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Account
|
|
|
|
|
10/01/24
|
13o
|
Entry Extending Time to File Account
|
05/29/2025
|
|
5.00
|
|
01/23/25
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2024
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
02/06/25
|
ad
|
Additional Deposit
|
Rec # 639245
|
125.00
|
|
|
02/20/25
|
20.7
|
Notice of Death of Fiduciary
|
|
|
.00
|
|
02/20/25
|
20.7
|
Notice of Death of Fiduciary
|
|
|
.00
|
|
02/20/25
|
obit
|
Obituary
|
|
|
.00
|
|
|
|
Jack Douglas Burgess, II
|
|
|
|
|
02/20/25
|
50p
|
Entry Terminating and Ordering Final
|
04/23/2025
|
|
5.00
|
|
|
|
Account
|
|
|
|
|
03/04/25
|
m
|
Motion to Appoint Robert H. Burgess as
|
|
|
.00
|
|
|
|
Executor Due to Death of Fiduciary
|
|
|
|
|
03/04/25
|
e
|
Entry
|
Granted
|
|
5.00
|
|
|
|
|
TPS
|
|
|
|
03/04/25
|
4.0
|
Application for Authority to Administer
|
Amended
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
03/04/25
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
Amended
|
|
|
|
03/04/25
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
03/04/25
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
BURGESS, ROBERT H.
|
(fidy)
|
|
|
|
03/04/25
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
03/04/25
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
03/05/25
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
03/21/25
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
03/21/25
|
13.0
|
Fiduciary's Final Account
|
01
|
|
22.00
|
|
|
|
BURGESS, JACK D, II
|
(fidy)
|
|
|
|
03/21/25
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/21/25
|
ex
|
Extra Pages
|
|
|
1.00
|
|
03/24/25
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/27/25
|
9.7
|
Application to Transfer Motor Vehicle
|
|
|
.00
|
|
03/27/25
|
9.8
|
Entry Approving Transfer of Motor
|
2014
|
|
5.00
|
|
|
|
Vehicle
|
chrysler
|
|
|
|
03/27/25
|
cc
|
Certified Copy
|
|
|
1.00
|
|
05/05/25
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
05/30/25
|
1cc
|
Consent to Attorney Fees
|
5500
|
|
.00
|
|
|
|
|
418.17
|
|
|
|
05/30/25
|
13.0
|
Fiduciary's Final Account
|
01
|
|
22.00
|
|
|
|
BURGESS, ROBERT H.
|
(fidy)
|
|
|
|
05/30/25
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
05/30/25
|
13v
|
Waiver Of Notice of Hearing and Consent
|
|
|
.00
|
|
|
|
to Account
|
|
|
|
|
05/30/25
|
13.4a
|
Certificate of Service of Account to
|
|
|
.00
|
|
|
|
Heirs or Beneficiaries
|
|
|
|
|
05/30/25
|
eb
|
Exhibit
|
|
|
1.00
|
|
|
|
DocuSign envelope history.
|
|
|
|
|
05/30/25
|
|
Refund payment
|
# 0000082886
|
|
41.00
|
|
06/02/25
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/14/25
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
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|
|
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|
|
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|