Case Docket

Case Number: 634538  A
Case Type: C  CIVIL ACTION
Case Subtype: 02  DECLARATORY JUDGMENT
Name : BERK, KAREN
AKA :

Date Code Description Reference Receipt Cost
11/27/24 01 Case Number (Daily Reporter) 10.00
11/27/24 03 Docketing & Index 15.00
11/27/24 04 Computerized Legal Research 3.00
11/27/24 05 Computer Fee 10.00
11/27/24 08 Dispute Resolution Fund 15.00
11/27/24 1.2 Civil Action Deposit Rec # 635959 150.00
11/27/24 16 Special Projects Fund 15.00
11/27/24 07 Legal Aid Trust Fund 26.00
11/27/24 2b Complaint for Declaratory Judgment (1) 27.00
11/27/24 eb Exhibit A - Transfer on Death (2) 12/03/2009 .00
11/27/24 eb Exhibit B - Transfer on Death (3) 04/08/2022 .00
Designation Affidavit
11/27/24 eb Exhibit C - Transfer on Death (4) 01/03/2023 .00
Designation Affidavit
12/26/24 c7 Waiver of Service of Summons (5) .00
Howard Berk
12/26/24 c7 Waiver of Service of Summons (6) .00
Tammy Berk
12/31/24 1.4a Subpoena (Already Served) (7) 2.00
12/31/24 1.4a Subpoena (Already Served) (8) 1.00
12/31/24 1.4a Subpoena (Already Served) (9) 2.00
12/31/24 1.4a Subpoena (Already Served) (10) 2.00
01/03/25 1.4a Subpoena (Already Served) (11) .00
to State Farm Mutual Automobile
Insurance Co
01/09/25 1.4a Subpoena (Already Served) (12) 2.00
01/09/25 ros Return of Service (13) .00
State Farm
01/09/25 ros Return of Service (14) .00
Fifth Third
01/09/25 ros Return of Service (15) .00
State Farm Mutual Automobile Ins Co and
it's Subsidiaries' and Affiliates
01/14/25 noa Notice of Appearance of Counsel (16) .00
Alysha Clouse and Heather Worthington
make their appearance on behalf of
defendant Tammy Berk
01/14/25 cos Certificate of Service (16) .00
01/15/25 1.4a Subpoena (Already Served) (17) 2.00
to PNC Financial Services Group LLC
01/16/25 ros Return of Service - Ameriprise Financial (18) .00
01/17/25 ad Additional Deposit Rec # 638154 5.00
01/17/25 2t Answer and Counterclaim of Defendant (19) 5.00
Tammy Berk
01/27/25 ros Return of Service (20) .00
Ameriprise Financial Inc
01/27/25 ros Return of Service (21) .00
PNC
01/27/25 ros Return of Service (22) .00
US Bank
02/10/25 1.4a Subpoena (Already Served) (23) 4.00
Dr. Robert Hershfield/Canyon Medical
Center
02/10/25 1.4a Subpoena (Already Served) (24) 3.00
Epstein Memorial Chapel
02/12/25 1.4a Subpoena (Already Served) (25) 2.00
Discover
02/12/25 1.4a Subpoena (Already Served) (26) 2.00
Citibank
02/12/25 1.4a Subpoena (Already Served) (27) 2.00
JP Morgan
02/12/25 1.4a Subpoena (Already Served) (28) 2.00
Synchrony Bank
03/04/25 ros Certified Mail Returned for Subpoena (29) .00
Citibank, NA
03/04/25 ros Certified Mail Returned for Subpoena (30) .00
Discover Financial Services
03/04/25 ros Certified Mail Returned for Subpoena (31) .00
Synchrony Bank
03/04/25 ros Certified Mail Returned for Subpoena (32) .00
JP Morgan
03/06/25 ros Return of Service (33) 5.00
Epstein Memorial
03/06/25 ad Additional Deposit Rec # 640750 2.00
03/07/25 1.4a Subpoena (Already Served) (34) 2.00
Central Ohio Primary Care Physicians
03/07/25 ad Additional Deposit Rec # 640827 2.00
03/21/25 ros Return of Service (35) .00
Central Ohio Primary Care Physicians
03/21/25 1.4a Subpoena (Already Served) (36) 2.00
Mount Carmel Medical Group
03/21/25 ad Additional Deposit Rec # 641556 2.00
03/28/25 ros Return of Service (37) .00
Mt Carmel Medical Group
05/27/25 m Plaintiff's Motion for Status Conference (38) .00
05/27/25 cos Certificate of Service (38) .00
05/27/25 e Entry for Status Conference (39) 06/24/2025 5.00
1:30 PM
05/27/25 ad Additional Deposit Rec # 645152 5.00
06/20/25 mo Magistrate's Order on Status Conference 06/24/2025 5.00
(40) 3:30 PM
06/20/25 eb Exhibit A Zoom Access Information (41) .00
06/24/25 jcos Certificate of Service/Judicial Staff (42) .00
07/01/25 mo Magistrate's Order Setting Deadline (43) 07/18/2025 5.00
for Brief and Scheduling Further Status 09/12/2025
Conference 09/18/2025
1:30 PM
07/01/25 eb Exhibit A Zoom Access Information (43) .00
07/01/25 att Service Request (44) .00
07/10/25 jcos Certificate of Service/Judicial Staff (45) .00
07/16/25 brf Brief on Oral Motion to Bifurcate Trial (46) 4.00
07/16/25 eb Exhibit- A: 2009 POA (47) 1.00
07/16/25 eb Exhibit B: 2023 POA (48) 1.00
07/16/25 2.1 Notice of filing POA's (49) .00
07/16/25 cos Certificate of Service (50) .00
07/16/25 ad Additional Deposit Rec # 647927 6.00
07/18/25 2.1 Notice of filing (51) .00
07/18/25 poa Power of Attorney (52) 11.00
07/18/25 ad Additional Deposit Rec # 648141 21.00
08/05/25 m Agreed Motion to Extend Deadlines (53) .00
08/05/25 mem Memorandum in Support (53) .00
08/05/25 cos Certificate of Service (53) .00
08/05/25 mo Magistrate's Order Granting Motion (54) 5.00
Discovery Deadline 09/26/2025
Status Conference 10/02/2025
1:30 PM
08/05/25 eb Exhibit A Zoom Access Information (54) .00
08/05/25 ad Additional Deposit Rec # 648985 5.00
08/05/25 m Plaintiff's Motion to Restrict (55) .00
Public Access to Case Document
08/05/25 cos Certificate of Service (55) .00
08/05/25 e Entry Regarding Motion to Restrict (56) 5.00
Public Access Granted in Part
08/05/25 mc Plaintiff's Motion Contra to (57) 7.00
Defendant's Brief on Oral Motion to
Bifurcate Trial
08/05/25 mem Memorandum in Support (57) .00
08/05/25 cos Certificate of Service (57) .00
08/05/25 ad Additional Deposit Rec # 649000 12.00
09/08/25 m Agreed Motion to Extend Deadlines (58) .00
09/08/25 mem Memorandum in Support (58) .00
09/08/25 cos Certificate of Service (58) .00
09/17/25 mo Magistrate's Order Granting Motion and (59) 5.00
Extending Discovery Cut-of to 11/07/2025 11/07/2025
Status Conference Continued 11/18/2025
1:30 PM
09/17/25 ad Additional Deposit Rec # 651401 5.00
09/26/25 2.1 Notice of Deposition (60) .00
09/26/25 2.1 Notice of Deposition (61) .00
09/26/25 cos Certificate of Service (61) .00
11/18/25 dr Digital Record of Hearing MKB .00
11/18/2025 / Zoom
11/20/25 17d Magistrate's Decision Denying Motion to (62) .00
Bifurcate and Establishing Burden Shift
11/20/25 mo Magistrate's Scheduling Order (63) 5.00
11/20/25 eb Exhibit A Zoom Access Information (63) .00
11/21/25 jcos Certificate of Service/Judicial Staff (64) .00
11/24/25 jcos Certificate of Service/Judicial Staff (65) .00
01/09/26 misc Initial disclosure of witnesses (66) .00
01/09/26 cos Certificate of Service (66) .00
01/12/26 misc Initial Witness Disclosure (67) .00
01/12/26 cos Certificate of Service (67) .00
01/12/26 ad Additional Deposit Rec # 657782 5.00
02/02/26 md MOTION DOCKET: Third Agreed Motion (68) .00
to Extend Deadlines
02/02/26 mem Memorandum in Support (68) .00
02/02/26 cos Certificate of Service (68) .00
02/19/26 mo Magistrate's Order Granting Motion (69) 5.00
Extending Deadlines
02/19/26 ad Additional Deposit Rec # 659905 5.00
03/20/26 md MOTION DOCKET: Defendant Tammy Berk's (70) 11.00
Motion for Summary Judgment
03/20/26 mem Memorandum in Support (70) .00
03/20/26 misc MSJ Exhibit List (71) .00
03/20/26 eb Exhibit A Karen Berk Death Certificate (72) .00
03/20/26 eb Exhibit B Copy of Last Will of (73) .00
Karen N Berk
03/20/26 eb Exhibit C Franklin County Auditor Value (74) .00
03/20/26 eb Exhibit D Filings from Franklin County (75) .00
Recorder
03/20/26 eb Exhibit E Filings from Franklin County (76) .00
Recorder
03/20/26 eb Exhibit F Financial Report (77) .00
03/20/26 eb Exhibit G Letter from Reminger (78) .00
03/20/26 eb Exhibit H Deposition of Cheryl Berk (79) 41.00
03/20/26 eb Exhibit I Affidavit of Howard Berk (80) .00
03/20/26 eb Exhibit J Affidavit of J Douglas Stewart (81) .00
03/20/26 cos Certificate of Service (82) .00
03/20/26 ad Additional Deposit Rec # 661864 52.00
04/07/26 2.1 Notice of Substitution of Counsel (83) .00
04/07/26 cos Certificate of Service (83) .00
04/09/26 mo Magistrate's Order Setting Status (84) 05/04/2026 5.00
Conference and Deadlines 11:00 AM
04/09/26 eb Exhibit A Zoom Access Information (84) .00
04/10/26 jcos Certificate of Service/Judicial Staff (85) .00
04/28/26 2.1 Notice of Filing Deposition Transcript (86) 71.00
(J. Douglas Stewart)
04/28/26 cos Certificate of Service (86) .00
04/28/26 eb Exhibit A J Douglas Stewart Deposition (86) .00
04/28/26 2.1 Notice of Filing Deposition Transcript (87) 149.00
Cheryl Berk
04/28/26 cos Certificate of Service (87) .00
04/28/26 eb Exhibit A Cherly Berk Deposition (87) .00
04/28/26 2.1 Notice of Filing Deposition Transcript (88) 103.00
Tammy Berk
04/28/26 cos Certificate of Service (88) .00
04/28/26 eb Exhibit A Tammy Berk Deposition (88) .00
04/28/26 2.1 Notice of Filing Deposition Transcript (89) 250.00
Exhibit for Tammy Berk
04/28/26 cos Certificate of Service (89) .00
04/28/26 eb Exhibit A Tammy Berk Exhibits (89) .00
04/28/26 ad Additional Deposit Rec # 664494 578.00
04/29/26 rep Plaintiff's Response in Oppostion to (90) 13.00
Defendant Tammy Berk's Motion
for Summary Judgment
04/29/26 cos Certificate of Service (90) .00
04/29/26 eb Exhibit 1 (91) .00
04/29/26 eb Exhibit 2 (92) .00
04/29/26 eb Exhibit 3 (93) .00
04/29/26 eb Exhibit 4 (94) .00
04/29/26 eb Exhibit 5 (95) .00
04/29/26 eb Exhibit 6 (96) .00
04/29/26 eb Exhibit 7 (97) 1.00
04/29/26 ad Additional Deposit Rec # 664507 14.00
05/08/26 jcos Certificate of Service/Judicial Staff (98) .00
05/08/26 omed Order of Mediation (99) 5.00
05/08/26 ad Additional Deposit Rec # 665163 5.00
05/26/26 mne Court Order and Notice of Mediation Mackey 5.00
(100)
05/26/26 jcos Certificate of Service/Judicial Staff TAM .00
(101)
06/24/26 mrm Mediator's Report of Mediation (102) .00
BALANCE DUE 5.00
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