LOCAL RULE 78.1 CASE MANAGEMENT PROCEDURE
 
  1. Inventory.

    1. All pending cases shall be inventoried:
      1. Monthly by computer review.
      2. Yearly by physical review.

    2. The objective of an inventory shall be to obtain an accurate count of pending cases.

    3. All inventories are the responsibility of the Court Administrator.

  2. Supervision of Estates and Guardianships.

    1. Each estate and guardianship shall be assigned to a specific Magistrate.
      1. Assignment shall be made by the Chief Magistrate and the Magistrate in charge of Human Services.
      2. The Magistrate assigned shall be responsible for supervision of the assigned estate or guardianship.

    2. Monthly, the Court Administrator shall provide a summary of cases pending by Magistrate. Each summary shall indicate the number of cases assigned, completed, and pending at the end of the period, and any estates open for more than one (1) year.

    3. Estates open more than one year:

      Each Magistrate shall, upon the anniversary of an estate that has been open for more than one year, cause to be sent to the fiduciary a letter of inquiry as to the reason(s) for failure to close the estate.

      1. A standard letter shall be composed by the Chief Magistrate.
      2. All returned letters shall be made part of the case file, and shall be acted upon appropriately by the assigned Magistrate.

  3. Supervision of Trusts, Adoptions, and Civil Commitments.

    1. The Chief Magistrate shall have the responsibility for supervising trusts.

    2. The Magistrate in charge of Human Services shall be responsible for adoptions and civil commitments.

  4. Overdue Accountings, Reports and Inventories.

    1. Shall be cited pursuant to R.C. 2109.31.

    2. Citation shall be for appearance before the Court on a specified date known as Call Day, pursuant to Local Rule 64.1(A)(3)(a).

  5. Civil Cases.

    1. Shall be reviewed monthly to determine status.

    2. A pretrial shall be set in Will contests, concealment of assets, land appropriations, and all other matters upon request of either party.

    3. In all matters not set for pretrial, a hearing or trial date shall be set upon completion of service and pleadings.

    4. A pretrial shall determine:
      1. Discovery deadline date;
      2. Exchange of witness list date;
      3. Pleadings and briefing date; and
      4. Trial date.

  6. Withdrawal of Counsel.

    It is contemplated that counsel who has entered an appearance in a case shall remain in the case until concluded. However, upon written Motion for leave to withdraw from the action for good cause shown, the Court may permit counsel to withdraw. In such case, counsel shall certify that the client and all other counsel of record have been notified.

[Adopted effective June 10, 1998; amended effective February 28, 2002.]

 

 

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