Case Docket

Case Number: 640516  
Case Type: E  ESTATE
Case Subtype: 01  FULL ADMINISTRATION WITH WILL
Name : EDWARDS, PETER HOLMES
AKA :


Date Code Description Reference Receipt Cost
09/19/25 01 Case Number (Daily Reporter) 10.00
09/19/25 02 Forms 10.00
09/19/25 03 Docketing & Index 15.00
09/19/25 04 Computerized Legal Research 3.00
09/19/25 05 Computer Fee 10.00
09/19/25 07 Legal Aid Trust Fund 26.00
09/19/25 08 Dispute Resolution Fund 15.00
09/19/25 16 Special Projects Fund 15.00
09/19/25 1.1 Full Estate Deposit Rec # 651514 125.00
09/19/25 4.0 Application for Authority to Administer 5.00
Estate
09/19/25 3.a Application to Appoint Appraiser .00
09/19/25 2.0 Application to Probate Will .00
09/19/25 8.1 Election of Surviving Spouse to Take 5.00
Under Will
09/19/25 4.0a Fiduciary's Acceptance .00
09/19/25 2.0p Notice of Presentation of Will 7.00
09/19/25 clw COPY OF LAST WILL AND TESTAMENT OF: 04/26/2005 .00
Peter H. Edwards
09/19/25 dc Death Certificate .00
Peter Holmes Edwards
09/19/25 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
09/19/25 4.a Waiver of Right to Administer 6.00
Judith Suzanne Edwards, Peter Holmes
Edwards, Jr.
09/19/25 att Attachments .00
DocuSign attached
09/19/25 ad Additional Deposit Rec # 651514 225.00
09/19/25 noc1 Estates Notice of Compliance - Clerk .00
09/23/25 noc2 Estates Notice of Compliance - Legal .00
10/20/25 2.3a Certificate of Service of Notice of 16.00
Probate of Will
10/20/25 2.3a Certificate of Service of Notice of 18.00
Probate of Will
10/23/25 2.3 Entry Admitting Will to Probate tas 15.00
10/23/25 lw LAST WILL AND TESTAMENT OF: 04/26/2005 .00
Peter H. Edwards
10/23/25 cod CODICIL: 04/27/2005 .00
First Codicil
11/17/25 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee Amended
Docu Sign attached
12/01/25 4.2B Copy of Bond Documents 1000000.00 .00
Cincinnati
Ins Co.
12/01/25 att Attachments .00
DocuSign attached
12/01/25 4.2 Entry Approving Fiduciary's Bond 1000000.00 5.00
Cincinnati
Ins Co.
12/01/25 4.5 Entry Appointing Fiduciary, Letter of mcd 10.00
Authority
TREMONT FT, INC, (Fidy)
12/01/25 rcloa Request for LOA Certified Copies 10 .00
12/01/25 igf Indigent Guardianship Fund 30.00
12/01/25 adl Additional Letters of Authority 9.00
12/01/25 rusm Regular U.S. Mail 2.00
12/03/25 19k Notice of Case Schedule 1.00
12/03/25 8.9 Summary of General Rights of Surviving .00
Spouse
12/03/25 8.0 Citation to Surviving Spouse 5.00
12/03/25 pbmr Courts Internal PB Mailer Request .00
12/03/25 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
12/03/25 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 8.86
Judith Suzanne Edwards 099662
12/04/25 2.1a Waiver of Notice of Probate of Will 15.00
Judith Suzanne Edwards, Peter
Holmes Edwards, Jr., Jeffrey
Williams Edwards, Michael Andrew
12/04/25 ex Edwards, Anee Williams Edwards, .00
Katherine Edwards McCurdy,
Alison Edwards, Ellis E. Reese,
Caroline M. Edwards, Aman Williams
12/04/25 ex Edwards, .00
12/04/25 att Attachments .00
DocuSigns attached
12/04/25 2.1a Waiver of Notice of Probate of Will 14.00
Hale Edwards, Benjamin Edwards,
Peter H. Edwards, III, Georgia Edwards,
Lane Edwards, Oliver Edwards,
12/04/25 ex Caroline M. Edwards for Theo .00
Epitropoulos, Owen McCurdy,
Alison Edwards, John C. Woods (
The Ohio State University)
12/04/25 att Attachments .00
DocuSigns attached
12/04/25 2.2a Notice of Probate of Will .00
Ohio attorney general
12/10/25 3.ae Entry Appointing Appraiser 106 5.00
Brian Bornino #106
614 307 4388
01/05/26 crcl Presentation of Claim Against Decedent's 17.00
Estate
-Peoples Bank
01/05/26 att Attachments .00
01/06/26 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
S01 099662
01/29/26 crcl Presentation of Claim Against Decedent's 10.00
Estate
-The Huntington National Bank
01/29/26 att Chart of Guaranteed Obligations .00
02/02/26 crcl Presentation of Claim Against Decedent's 15.00
Estate
-Western-Southern Life Assurance Co.
($83,215,907.89)
02/02/26 eb Exhibit A 14.00
02/02/26 eb Exhibit A Continued 14.00
02/02/26 eb Exhibit A Continued 11.00
02/02/26 ad Additional Deposit Rec # 658956 12.86
02/06/26 crcl Presentation of Claim Against Decedent's AMENDED 17.00
Estate
-Peoples Bank
($1,307,963.00)
02/06/26 eb Exhibit A .00
02/06/26 ad Additional Deposit Rec # 659267 17.00
02/11/26 6.4 Application to Extend Time to File .00
Inventory
02/11/26 6.5 Entry Extending Time to File Inventory 05/04/2026 5.00
02/11/26 ad Additional Deposit Rec # 659550 5.00
02/12/26 50b Application to Allow Fiduciary's Claim 3.00
02/12/26 ad Additional Deposit Rec # 659590 3.00
02/12/26 crcl Presentation of Claim Against Decedent's 16.00
Estate
-Tremont FT, Inc.
($21,418,279.08)
02/12/26 att Attachments .00
02/12/26 1e Entry Setting Remote Hearing 02/20/2026 5.00
9:00 AM
MKB
02/12/26 ad Additional Deposit Rec # 659596 50.00
02/12/26 eb Exhibit A .00
Zoom Access Information
02/18/26 coco Notice of Appearance of .00
Co-Attorney of Record
-Christopher D. Fidler for Tremont FT,
Inc.
02/18/26 coco Notice of Appearance of 1.00
Co-Attorney of Record
-Alexis C. Beachdell for Tremont FT, Inc
02/26/26 cos Certificate of Service .00
02/26/26 1da Application for Continuance of Hearing .00
02/27/26 1de Entry Continuing Hearing 03/23/2026 5.00
10:30 AM
TAS
02/27/26 SR Service Request .00
02/27/26 eb Exhibit A .00
03/04/26 jcos Certificate of Service/Judicial Staff .00
03/04/26 jcos Certificate of Service/Judicial Staff .00
03/11/26 coco Notice of Appearance of .00
Co-Attorney of Record
-Adam L. Fletcher for Tremont FT, Inc.
03/16/26 2.2 Waiver of Notice & Consent to Allowance 11.00
of Fiduciary Claim
-Judith Suzanne Edwards, Anne Williams
Edwards, Jeffrey W. Edwards, Allison S.
03/16/26 ex Edwards, Caroline M. Edwards, Theo E. .00
Epitropoulos, Niko E. Epitropoulos, Hale
Edwards, Peter H. Edwards, III, Lane H.
Edwards, & Avery K. Johanni
03/16/26 2.2 Waiver of Notice & Consent to Allowance 13.00
of Fiduciary Claim
-Peter H. Edwards, Jr., Michael A.
Edwards, Katherine Edwards McCurdy,
03/16/26 ex Owen E. McCurdy, Ellis E. Reese, Maren .00
Holmes Reese, A. Williams Edwards,
Benjamin Edwards, Georgia Taft Edwards,
& Oliver J. Edwards
03/16/26 ad Additional Deposit Rec # 661614 50.00
03/20/26 eb Exhibit N 2.00
State Bank Statement
03/20/26 eb Exhibit O 2.00
State Bank Statement
03/20/26 eb Exhibit P .00
State Bank Statement
03/20/26 eb Exhibit Q .00
Journal Drill Down
03/20/26 eb Exhibit R .00
Journal Drill Down
03/20/26 eb Exhibit S .00
Certification of Trust
03/20/26 att Attachments .00
Docusign attached
03/20/26 eb Exhibit T .00
Promissary Note
03/20/26 eb Exhibit U .00
Irrevocable Grantor Trust
03/20/26 eb Exhibit V 2.00
State Bank Statement
03/20/26 eb Exhibit W .00
State Bank Statement
03/20/26 eb Exhibit X 2.00
State Bank Statement
03/20/26 eb Exhibit Y .00
Account Inquiry
03/20/26 eb Exhibit Z 2.00
State Bank Statement
03/20/26 eb Exhibit A 6.00
Presentation of Claim
03/20/26 att Attachments .00
Docusign attached
03/20/26 eb Exhibit B .00
Certification of Trust
03/20/26 att Attachments .00
Docusign attached
03/20/26 eb Exhibit C 12.00
Promissory Note
03/20/26 eb Exhibit D .00
Irrevocable Grantor Trust
03/20/26 eb Exhibit E .00
Huntington Bank Statement
03/20/26 eb Exhibit F .00
Huntington Bank Statement
03/20/26 eb Exhibit G .00
Huntington Bank Statement
03/20/26 eb Exhibit H .00
Huntington Bank Statement
03/20/26 eb Exhibit I 1.00
Huntington Bank Statement
03/20/26 eb Exhibit J .00
State Bank Statement
03/20/26 eb Exhibit K .00
State Bank Statement
03/20/26 eb Exhibit L .00
State Bank Statement
03/20/26 eb Exhibit M .00
State Bank Statement
03/23/26 cos Certificate of Service of Notice of 3.00
Hearing on Claim of Fiduciary
03/23/26 dr Digital Record of Hearing TAS .00
03/23/2026 / Zoom
03/24/26 50c Entry Allowing Fiduciary's Claim TAS 5.00
03/25/26 rc Resignation of Counsel .00
-Alexis C. Beachdell for Tremont FT, Inc
03/27/26 mo Magistrate's Order Granting Attorney JAA 5.00
Withdrawal
-Alexis C. Beachdell is permitted to
withdraw as counsel for Tremont FT, Inc.
DEPOSIT REMAINING 7.00
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