Case Docket

Case Number: 630517  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : BURGESS, MARGARET A.
AKA : BURGESS, MARGARET ANNETTE


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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