2025-0129 Β· Court ref 2025-P-002214

Estate of Doris E. Pemberton β€” probate administration

OpenEstate Planning & ProbateΒ·Estate of Doris E. PembertonΒ·Opened Jun 18, 2026

πŸ“œ Client Care Letter

Background

Supervised administration in the Circuit Court of Cook County, Probate Division. Estate comprises the Oak Park residence, three bank accounts, a brokerage account and personal property. Four residuary beneficiaries.

File note

Letters of office issued. No federal estate tax return required β€” estate is well under the exclusion. One beneficiary is questioning the personal property appraisal; a second appraisal has been ordered to head off a will contest.

Key dates

3 recorded
DateEventTypeDue
Oct 01, 2026
Inventory due to the court
Filing deadlinein 11 days
Oct 14, 2026
Claims period expires (755 ILCS 5/18-12)
Six months from first publication. Do not distribute before this date.
Limitationin 3 weeks
Nov 25, 2026
Final accounting to beneficiaries
Reviewin 2 months

Tasks

1 open Β· 1 completed
TaskAssignedDuePriorityStatus
Publish notice to creditors
TBAug 18, 2026HighDone
File estate inventory with the court
TBin 10 daysMediumNot started

Time recorded

7.0 hrs total Β· 5.3 hrs billable Β· $2,504.00

One unit is six minutes. Ten units is an hour.

DateTimekeeperNarrativeActivityUnitsValueBilled
Sep 18, 2026MCConference with executor regarding estate assetsConference8 Β· 0.8 hrs$380.00WIP
Sep 10, 2026MCConference with executor regarding estate assetsResearch10 Β· 1.0 hr$475.00WIP
Sep 04, 2026MCConference with executor regarding estate assetsCourt appearance4 Β· 0.4 hrs$190.00WIP
Aug 31, 2026MCConference with executor regarding estate assetsTelephone15 Β· 1.5 hrs$712.50WIP
Aug 25, 2026MCPreparing petition for letters of officeResearch8 Β· 0.8 hrsβ€”Non-billable
Aug 24, 2026MCPreparing petition for letters of officeTelephone3 Β· 0.3 hrsβ€”Non-billable
Aug 18, 2026MCCorresponding with financial institutions for date-of-death valuesDrafting10 Β· 1.0 hr$475.00WIP
Aug 17, 2026MCArranging publication of notice to creditorsConference5 Β· 0.5 hrsβ€”Non-billable
Aug 11, 2026MCArranging publication of notice to creditorsCorrespondence out1 Β· 0.1 hrs$47.50WIP
Aug 05, 2026MCAnalyzing beneficiary objection to personal property appraisalConference4 Β· 0.4 hrs$190.00WIP
Jul 10, 2026DRAnalyzing beneficiary objection to personal property appraisalDrafting1 Β· 0.1 hrs$34.00WIP
Jun 30, 2026MCPreparing inventory for filing with the courtDrafting1 Β· 0.1 hrsβ€”Non-billable

Advanced costs

Money paid out on the client behalf, billed at cost
DateDescriptionPaid outAmountBilled
Aug 21, 2026Personal property appraisalPaid$1,150.00Unbilled
Jul 16, 2026Publication of notice to creditorsPaid$275.00Unbilled
Jul 12, 2026Probate filing fee β€” Cook CountyPaid$465.00Unbilled

Documents

6 on file
DocumentTypeVer.Filed byFiledSize
Death certificate.pdfEvidencev1MCAug 15, 20262.5 MB Download
Last will and testament dated 06.11.2019.pdfEvidencev1MCJul 31, 2026632 KB Download
Engagement letter.pdfEngagement letterv1MCJul 29, 20262.7 MB Download
Petition for probate and letters of office.pdfPleadingv1MCJul 18, 20263.2 MB Download
Estate inventory (draft 2).xlsxEvidencev3MCJul 07, 20262.2 MB Download
Notice to creditors β€” Chicago Daily Law Bulletin.pdfEvidencev1MCJun 19, 20263.2 MB Download

Bills

BillIssuedDueFeesDisb.TotalOutstandingStatus
INV-2025-0455Aug 05, 2026Sep 04, 2026$8,900.00$1,890.00$10,790.00β€”Paid