Case Docket

Case Number: 632059  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : TAIT, JAMES W.
AKA : TAIT, JAMES WILLIAM


Date Code Description Reference Receipt Cost
07/18/24 01 Case Number (Daily Reporter) 10.00
07/18/24 02 Forms 10.00
07/18/24 03 Docketing & Index 15.00
07/18/24 04 Computerized Legal Research 3.00
07/18/24 05 Computer Fee 10.00
07/18/24 07 Legal Aid Trust Fund 26.00
07/18/24 08 Dispute Resolution Fund 15.00
07/18/24 16 Special Projects Fund 15.00
07/18/24 1.1 Full Estate Deposit Rec # 629157 250.00
07/23/24 la Lay Person Application for Authority .00
to Administer Estate.
07/23/24 lah Entry Setting Hearing. Lay Application 09/05/2024 .00
Hearing Date: 3:00 PM
07/23/24 eb Exhibit A .00
07/23/24 cos Certificate of Service .00
07/24/24 plw PROPOSED LAST WILL & TESTAMENT OF: .00
James W. Tait 05/01/2016
07/24/24 mo Magistrate's Order Regarding Proposed 09/05/2024 5.00
Will 3:00pm
07/24/24 eb Exhibit A Zoom Access Information .00
07/24/24 cos Certificate of Service .00
Gary E. Kennedy
07/24/24 4.0 Application for Authority to Administer 5.00
Estate
07/24/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee
07/24/24 4.0a Fiduciary's Acceptance .00
07/24/24 dc Death Certificate .00
James William Tait
07/24/24 misc Department of the Treasury .00
07/24/24 dl Copy of Driver's License of: .00
PA
Gary W. Kennedy
07/24/24 l Cover letter from applicant .00
07/24/24 l Staff atty letter to applicant .00
FID is OOS. Bond or waivers needed.
Will appears to be copy. Submit original
or apply to lost will. No loa
07/25/24 c1 Waiver Of Fiduciary Bond .00
Donna T Diaz
Linda M Kennedy
07/25/24 l Cover Letter from Atty Gary Kennedy 07/22/2024 .00
08/12/24 mo Magistrate's Order setting Hearing 09/05/2024 5.00
3:00pm
SNR
08/12/24 eb Exhibit A Zoo Access Information .00
08/12/24 cos Certificate of Service .00
08/12/24 c1 Waiver Of Fiduciary Bond .00
Donna T Diaz
Linda M Kennedy
08/12/24 plw PROPOSED LAST WILL & TESTAMENT OF: .00
James W Tait 05/01/2016
08/12/24 l Cover Letter from Atty Gary W Kennedy 08/05/2024 .00
09/05/24 dr Digital Record of Hearing SNR .00
09/05/2024 / Zoom
09/06/24 2.0 Application to Probate Will .00
09/06/24 2.3 Entry Admitting Will to Probate TAS 15.00
09/06/24 l Cover Letter from Gary W Kennedy 08/20/2024 .00
09/06/24 lw LAST WILL AND TESTAMENT OF: .00
James W Tait 05/01/2016
09/09/24 mo Magistrate's Order Following Hearing on SNR 5.00
Appointment of Fiduciary
*This matter is set for filing deadline:
10/25/2024
09/09/24 cos Certificate of Service .00
09/23/24 l LETTER:Attrny letter received 9/19/2024 .00
09/23/24 1.0 Surviving Spouse, Next of Kin, Legatee- N .00
Devisee Amended
09/23/24 2.1a Waiver of Notice of Probate of Will .00
Linda M Kennedy, Connor J Kennedy,
Mollie E Kennedy, Emily M Kennedy, and
Jack T Kennedy
09/23/24 2.1a Waiver of Notice of Probate of Will .00
Donna T Diaz
09/23/24 2.1a Waiver of Notice of Probate of Will .00
Elizabeth M Diaz
09/23/24 2.1a Waiver of Notice of Probate of Will .00
Philip T Diaz
09/23/24 2.1a Waiver of Notice of Probate of Will .00
Christopher Diaz
09/23/24 2.1a Waiver of Notice of Probate of Will .00
Stephanie L Diaz
09/23/24 2.3a Certificate of Service of Notice of .00
Probate of Will
09/23/24 c1 Waiver of Fiduciary Bond: Linda M Proposed .00
Kennedy, Conor J Kennedy, Mollie E
Kennedy, Emily M Kennedy, and
Jack T Kennedy
09/23/24 c1 Waiver of Fiduciary Bond: Donna T Diaz Proposed .00
09/23/24 c1 Waiver of Fiduciary Bond: Elizabeth Proposed .00
M Diaz
09/23/24 c1 Waiver of Fiduciary Bond: Philip T Diaz Proposed .00
09/23/24 c1 Waiver of Fiduciary Bond: Christopher Proposed .00
Diaz
09/23/24 c1 Waiver of Fiduciary Bond: Stephanie L Proposed .00
Diaz
10/15/24 l LETTER:From Gary W Kennedy .00
10/28/24 mo Magistrate's Order Setting Hearing for 01/21/2025 5.00
Missed Filing Deadline 9:30 AM
10/28/24 eb Exhibit A .00
10/28/24 cos Certificate of Service .00
12/03/24 noa Notice of Appearance of Counsel .00
- Thomas P. Sexton for Gary W. Kennedy
01/10/25 17d Magistrate's Decision .00
01/10/25 17b Notice To Attorneys and Parties .00
01/10/25 17c Findings of Fact .00
01/10/25 e Entry reg Decision Appointing Out Of JAA 5.00
State Executor
01/10/25 cos Certificate of Service .00
01/10/25 4.5 Entry Appointing Fiduciary, Letter of JAA 10.00
Authority
KENNEDY, GARY W. (fidy)
01/10/25 igf Indigent Guardianship Fund 30.00
01/10/25 adl Additional Letters of Authority 2.00
01/13/25 19k Notice of Case Schedule 1.00
01/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/16/25 mo Magistrate's Order JAA 5.00
-Gary Kennedy has submitted the docs to
provide for the appointment, therefore,
the 01/21/2025 hearing is VACATED.
01/16/25 cos Certificate of Service .00
01/22/25 l LETTER: .00
Received: 01/21/2025
01/22/25 7.2 Certification Of Notice To Administrator .00
Of Medicaid Estate Recovery Program
01/22/25 3.b Application to Dispense With Appraisal .00
01/22/25 3.be Entry Dispensing With Appraisal 5.00
03/04/25 l LETTER:Cover Letter. 02/19/2025 .00
03/04/25 l LETTER:Inventory returned. Need disclosu .00
re.
03/10/25 6.0 Inventory 733231.76 17.00
03/10/25 6t Ohio Estate Tax Anticipated? n .00
03/10/25 6d Waiver of Notice of Hearing on Inventory .00
03/10/25 6.1 Schedule of Assets R/E:No R/E. 0.00 .00
03/11/25 6e Entry Setting Hearing on Inventory .00
04/04/25 6h Judgment Entry Approving Inventory .00
07/11/25 13n Application to Extend Time to File .00
Account
07/11/25 13o Entry Extending Time to File Account 10/10/2025 5.00
10/16/25 mfl Application to Extend Administration .00
10/16/25 mfle Entry Extending Administration 5.00
10/17/25 19k Notice of Case Schedule 1.00
01/28/26 6a Amended Inventory 391115.09 17.00
01/28/26 6.1 Schedule of Assets R/E:NO R/E. 0.00 .00
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Christopher Diaz
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Conor J. Kennedy
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Donna T Diaz
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Elizabeth M. Diaz
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Emily M. Kennedy
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Jack T. Kennedy
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Linda M. Kennedy
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Molliealli E. Kennedy
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Phillip T. Diaz
01/28/26 6d Waiver of Notice of Hearing on Inventory .00
Stephanie L. Diaz
01/28/26 bs Bank Statement .00
01/28/26 bs Bank Statement .00
01/29/26 6e Entry Setting Hearing on Inventory .00
02/23/26 6h Judgment Entry Approving Inventory .00
04/06/26 13.0 Fiduciary's Final Account 01 22.00
04/06/26 13.1 Receipts and Disbursements .00
04/06/26 r Receipt .00
04/06/26 l LETTER: Attorney Cover Letter .00
04/06/26 ad Additional Deposit Rec # 662946 19.00
04/06/26 1cc Consent to Attorney Fees .00
04/06/26 1cc Consent to Attorney Fees .00
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13v Waiver Of Notice of Hearing and Consent .00
to Account
04/06/26 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/07/26 13e Entry Setting Hearing on Account .00
05/18/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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