Case Docket

Case Number: 638950  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : MONTELL, RICHARD A
AKA :


Date Code Description Reference Receipt Cost
07/09/25 01 Case Number (Daily Reporter) 10.00
07/09/25 02 Forms 10.00
07/09/25 03 Docketing & Index 15.00
07/09/25 04 Computerized Legal Research 3.00
07/09/25 05 Computer Fee 10.00
07/09/25 07 Legal Aid Trust Fund 26.00
07/09/25 08 Dispute Resolution Fund 15.00
07/09/25 16 Special Projects Fund 15.00
07/09/25 1.1 Full Estate Deposit Rec # 647544 125.00
07/09/25 4.0 Application for Authority to Administer 5.00
Estate
07/09/25 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
07/09/25 dc Death Certificate .00
Richard Alan Montell
07/09/25 4.2B Copy of Bond Documents .00
120000.00
RLI Ins Co.
07/09/25 poa Power of Attorney .00
Eric Raudins
07/09/25 4.0a Fiduciary's Acceptance .00
07/09/25 noc1 Estates Notice of Compliance - Clerk .00
07/28/25 noc2 Estates Notice of Compliance - Legal .00
08/04/25 4.2 Entry Approving Fiduciary's Bond 120000.00 5.00
RLI Ins Co
KAG
08/04/25 4.5 Entry Appointing Fiduciary, Letter of KAG 10.00
Authority
MONTELL, LISA (Fidy)
08/04/25 rcloa Request for LOA Certified Copies .00
5 copies
08/04/25 igf Indigent Guardianship Fund 30.00
08/04/25 adl Additional Letters of Authority 4.00
08/04/25 rusm Regular U.S. Mail .74
08/05/25 19k Notice of Case Schedule 1.00
08/14/25 3.a Application to Appoint Appraiser .00
08/14/25 3.ae Entry Appointing Appraiser 157 5.00
08/14/25 ad Additional Deposit Rec # 649445 100.00
10/06/25 noam Notice of Appearance of Counsel .00
-Beth M. Miller, Esq. for KEMBA
Financial Credit Union
10/06/25 cos Certificate of Service .00
10/06/25 crcl Presentation of Claim Against Decedent's 11.00
Estate
10/06/25 ad Additional Deposit Rec # 652497 11.00
10/23/25 6.4 Application to Extend Time to File .00
Inventory
10/23/25 6.5 Entry Extending Time to File Inventory 02/04/2026 5.00
12/04/25 crcl Presentation of Claim Against Decedent's 28.00
Estate
12/04/25 ad Additional Deposit Rec # 655909 28.00
12/10/25 8.9 Summary of General Rights of Surviving .00
Spouse
12/10/25 8.0 Citation to Surviving Spouse 5.00
12/10/25 pbmr Courts Internal PB Mailer Request .00
12/10/25 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
12/10/25 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 8.86
Lisa Montell 110398
12/31/25 6.1 Schedule of Assets R/E:NO R/E. 0.00 .00
12/31/25 6.0 Inventory 134989.68 17.00
12/31/25 6n Appraiser's Certificate v 3.00
Bryan C. Daulton.
12/31/25 4.2B Copy of Bond Documents .00
12/31/25 poa Power of Attorney RLI .00
12/31/25 4.2 Entry Approving Fiduciary's Bond 270000.00 5.00
RLI
SNR
12/31/25 att Attachments .00
Business valuation pgs 1-4
12/31/25 att Attachments .00
Business valuation pgs 5-8
12/31/25 att Attachments .00
Business valuation pgs 9-12
12/31/25 att Attachments .00
Business valuation pgs 13 & 14
12/31/25 att Attachments .00
Business valuation pgs 15 -17
01/06/26 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
S01 110398
01/26/26 6h Judgment Entry Approving Inventory .00
04/06/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
DEPOSIT REMAINING 15.40
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