|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
06/02/25
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
06/02/25
|
02
|
Forms
|
|
|
10.00
|
|
06/02/25
|
03
|
Docketing & Index
|
|
|
15.00
|
|
06/02/25
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
06/02/25
|
05
|
Computer Fee
|
|
|
10.00
|
|
06/02/25
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
06/02/25
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
06/02/25
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
06/02/25
|
1.1
|
Full Estate Deposit
|
Rec # 645453
|
125.00
|
|
|
06/02/25
|
2.0p
|
Notice of Presentation of Will
|
|
|
.00
|
|
06/02/25
|
att
|
Adobe Acrobat Sign
|
|
|
.00
|
|
06/02/25
|
clw
|
COPY OF LAST WILL AND TESTAMENT OF:
|
9/23/2022
|
|
.00
|
|
|
|
Frederick Jay Gottlieb
|
|
|
|
|
06/02/25
|
dc
|
Death Certificate
|
|
|
.00
|
|
|
|
Frederick Jay Gottlieb
|
|
|
|
|
06/02/25
|
1.0
|
Surviving Spouse, Next of Kin, Legatee-
|
N
|
|
.00
|
|
|
|
Devisee
|
|
|
|
|
06/02/25
|
2.0
|
Application to Probate Will
|
|
|
.00
|
|
06/02/25
|
4.0a
|
Fiduciary's Acceptance
|
|
|
.00
|
|
06/02/25
|
4.0
|
Application for Authority to Administer
|
|
|
5.00
|
|
|
|
Estate
|
|
|
|
|
06/02/25
|
att
|
Adobe Acrobat Sign
|
|
|
.00
|
|
06/02/25
|
noc1
|
Estates Notice of Compliance - Clerk
|
|
|
.00
|
|
06/04/25
|
noc2
|
Estates Notice of Compliance - Legal
|
|
|
.00
|
|
06/10/25
|
2.3
|
Entry Admitting Will to Probate
|
|
|
15.00
|
|
06/10/25
|
4.5
|
Entry Appointing Fiduciary, Letter of
|
|
|
10.00
|
|
|
|
Authority
|
|
|
|
|
|
|
BOWEN, KEVIN A.
|
(Fidy)
|
|
|
|
06/10/25
|
rcloa
|
Request for LOA Certified Copies
|
5
|
|
.00
|
|
06/10/25
|
ad
|
Additional Deposit
|
Rec # 646040
|
125.00
|
|
|
06/10/25
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
06/10/25
|
adl
|
Additional Letters of Authority
|
|
|
4.00
|
|
06/10/25
|
rusm
|
Regular U.S. Mail
|
|
|
.69
|
|
06/10/25
|
lw
|
LAST WILL AND TESTAMENT OF:
|
09/23/2022
|
|
.00
|
|
|
|
Frederick Jay Gottlieb
|
|
|
|
|
06/10/25
|
ad
|
Additional Deposit
|
Bookkeeping
|
|
125.00
|
|
06/10/25
|
ad
|
Additional Deposit
|
Bookkeeping
|
125.00
|
|
|
06/11/25
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
06/11/25
|
2.1a
|
Waiver of Notice of Probate of Will
|
|
|
.00
|
|
|
|
Melissa J Bowen
|
|
|
|
|
06/11/25
|
3.b
|
Application to Dispense With Appraisal
|
|
|
.00
|
|
07/08/25
|
ros
|
Return of Service
|
|
|
.00
|
|
|
|
of Notice of probate of will
|
|
|
|
|
|
|
Charles Gottlieb
|
|
|
|
|
07/14/25
|
2.3a
|
Certificate of Service of Notice of
|
|
|
.00
|
|
|
|
Probate of Will
|
|
|
|
|
08/26/25
|
6.4
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Inventory
|
|
|
|
|
08/26/25
|
6.5
|
Entry Extending Time to File Inventory
|
12/10/2025
|
|
5.00
|
|
09/23/25
|
6.0
|
Inventory
|
64473.61
|
|
17.00
|
|
09/23/25
|
6.1
|
Schedule of Assets R/E:No R/E.
|
0.00
|
|
.00
|
|
09/24/25
|
6e
|
Entry Setting Hearing on Inventory
|
|
|
.00
|
|
10/06/25
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2025
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
10/14/25
|
SR
|
Service Request
|
|
|
.00
|
|
10/15/25
|
17oi
|
Exceptions to Inventory
|
|
|
18.00
|
|
10/15/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
10/15/25
|
1e
|
Entry Setting Hearing
|
10/29/2025
|
|
5.00
|
|
|
|
|
11:00 AM
|
|
|
|
10/16/25
|
vhi
|
Virtual Hearing Information
|
|
|
.00
|
|
10/17/25
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
|
|
Amy Kuhlman, James Singler, Melissa
|
|
|
|
|
|
|
Bowen, Amy Budin, Charles Gottlieb,
|
|
|
|
|
|
|
and Kevin Bowen
|
|
|
|
|
11/06/25
|
1e
|
Entry Setting Hearing
|
11/24/2025
|
|
5.00
|
|
|
|
|
1:30 PM
|
|
|
|
|
|
|
JAA
|
|
|
|
11/06/25
|
vhi
|
Virtual Hearing Information
|
|
|
.00
|
|
11/06/25
|
SR
|
Service Request
|
|
|
.00
|
|
11/06/25
|
1da
|
Application for Continuance of Hearing &
|
|
|
.00
|
|
|
|
to Convert Hearing on Inventory as
|
|
|
|
|
|
|
Initial Status Conference
|
|
|
|
|
11/06/25
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
11/06/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
11/06/25
|
1.4
|
Subpoena (Attorney to Serve)
|
12.00
|
|
.00
|
|
|
|
-J.P. Morgan Chase Bank, N.A.
|
JAA
|
|
|
|
11/06/25
|
misc
|
Subpoena Charge
|
|
|
12.00
|
|
11/07/25
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
11/10/25
|
mfl
|
Application to Extend Administration
|
|
|
.00
|
|
11/10/25
|
mfle
|
Entry Extending Administration
|
|
|
5.00
|
|
11/12/25
|
19k
|
Notice of Case Schedule
|
|
|
1.00
|
|
11/12/25
|
noam
|
Notice of Appearance of Counsel
|
|
|
.00
|
|
|
|
-Kemp, Schaeffer, & Rowe, LPA for
|
|
|
|
|
|
|
Melissa Bowen
|
|
|
|
|
11/12/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
11/20/25
|
noam
|
Notice of Appearance of Counsel
|
|
|
.00
|
|
|
|
-Adriann S. McGee & Shana B. DeMooy for
|
|
|
|
|
|
|
Charles B. Gottlieb
|
|
|
|
|
11/20/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
11/24/25
|
dr
|
Digital Record of Hearing
|
JAA
|
|
.00
|
|
|
|
11/24/2025 / Zoom
|
|
|
|
|
11/25/25
|
mo
|
Magistrate's Order Resuming Status
|
01/20/2026
|
|
5.00
|
|
|
|
Conference
|
1:30 PM
|
|
|
|
|
|
|
JAA
|
|
|
|
11/25/25
|
vhi
|
Virtual Hearing Information
|
|
|
.00
|
|
11/25/25
|
SR
|
Service Request
|
|
|
.00
|
|
11/25/25
|
1.4a
|
Subpoena (Already Served)
|
|
|
1.00
|
|
|
|
-J.P. Morgan Securities, LLC
|
|
|
|
|
11/25/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
11/25/25
|
1.4a
|
Subpoena (Already Served)
|
|
|
1.00
|
|
|
|
-JP Morgan Chase Bank, N.A.
|
|
|
|
|
11/25/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
11/25/25
|
1.4a
|
Subpoena (Already Served)
|
|
|
1.00
|
|
|
|
-First Ohio Title Insurance Agency, Ltd.
|
|
|
|
|
11/25/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
12/04/25
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
12/12/25
|
noam
|
Notice of Appearance of Counsel
|
|
|
.00
|
|
|
|
-Tom Shafirstein & Shamus Cassidy for
|
|
|
|
|
|
|
Kevin A. Bowen
|
|
|
|
|
12/12/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
01/07/26
|
ad
|
Additional Deposit
|
Rec # 657591
|
7.69
|
|
|
01/08/26
|
1.4
|
Subpoena (Attorney to Serve)
|
12.00
|
|
.00
|
|
|
|
-Julie Fox
|
TPS
|
|
|
|
|
|
C/O RE/MAX Premier Choice
|
|
|
|
|
01/08/26
|
rusm
|
Regular U.S. Mail
|
|
|
.74
|
|
01/08/26
|
rmr
|
Regular Mail Returned/Not Complete
|
|
|
.00
|
|
|
|
-Charles Gottlieb
|
|
|
|
|
01/20/26
|
dr
|
Digital Record of Hearing
|
JAA
|
|
.00
|
|
|
|
01/20/2026 / Zoom
|
|
|
|
|
01/22/26
|
mo
|
Magistrate's Order
|
|
|
5.00
|
|
01/22/26
|
vhi
|
Virtual Hearing Information
|
|
|
.00
|
|
01/22/26
|
SR
|
Service Request
|
|
|
.00
|
|
01/29/26
|
1da
|
Application for Continuance of Hearing
|
|
|
.00
|
|
01/29/26
|
cos
|
Certificate of Service:Adrian S. McGee,
|
|
|
.00
|
|
|
|
Amy E. Kuhlman, Steven D. Rowe,
|
|
|
|
|
|
|
Michael P. Ferguson, and
|
|
|
|
|
|
|
Kyle G. Lindenbaum
|
|
|
|
|
01/29/26
|
1de
|
Entry Continuing Hearing
|
05/19/2026
|
|
5.00
|
|
|
|
|
1:30 PM
|
|
|
|
|
|
|
JAA
|
|
|
|
01/29/26
|
vhi
|
Virtual Hearing Information
|
|
|
.00
|
|
01/29/26
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
01/29/26
|
sc1
|
Substitution of Counsel (Estates,
|
0082851
|
|
.00
|
|
|
|
Trusts, Guard.)
|
|
|
|
|
01/29/26
|
cos
|
Certificate of Service
|
|
|
.00
|
|
02/10/26
|
ros
|
Subpeona Duces Tecum to
|
|
|
.00
|
|
|
|
Kaybank, N.A.
|
|
|
|
|
02/10/26
|
eb
|
Exhibit A
|
|
|
.00
|
|
02/10/26
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
Kyle G. Lindenbaum, Michael Ferguson ,
|
|
|
|
|
|
|
Amy E. Kuhlman, Tom Shafirstein,
|
|
|
|
|
|
|
Shamus Cassidy
|
|
|
|
|
02/10/26
|
ad
|
Additional Deposit
|
Rec # 659426
|
12.00
|
|
|
02/24/26
|
1.4a
|
Subpoena (Already Served)
|
|
|
1.00
|
|
|
|
-Key Investment Services, LLC
|
|
|
|
|
04/20/26
|
rmr
|
Regular Mail Returned/Not Complete
|
|
|
.00
|
|
|
|
Charles B Gottlieb
|
|
|
|
|
05/13/26
|
nc
|
Notice of Change of Address of:
|
|
|
.00
|
|
|
|
Shana B. DeMooy & Adriann S. McGee
|
|
|
|
|
05/13/26
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
DEPOSIT REMAINING
|
|
|
12.26
|
|
|
|
View Estate Fiduciaries
|
|
New Search
|
|
Probate Homepage
|