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 Aug 02, 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
Nov 15, 2026
Inventory due to the court
Filing deadlinein 11 days
Nov 28, 2026
Claims period expires (755 ILCS 5/18-12)
Six months from first publication. Do not distribute before this date.
Limitationin 3 weeks
Jan 09, 2027
Final accounting to beneficiaries
Reviewin 2 months

Tasks

1 open Β· 1 completed
TaskAssignedDuePriorityStatus
Publish notice to creditors
TBOct 02, 2026HighDone
File estate inventory with the court
TBin 10 daysMediumNot started

Time recorded

2.4 hrs total Β· 1.8 hrs billable Β· $765.00

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

DateTimekeeperNarrativeActivityUnitsValueBilled
Oct 23, 2026MCCorresponding with financial institutions for date-of-death valuesCorrespondence out3 Β· 0.3 hrs$142.50WIP
Oct 13, 2026MCAnalyzing beneficiary objection to personal property appraisalConference3 Β· 0.3 hrs$142.50WIP
Sep 28, 2026DRPreparing inventory for filing with the courtConference2 Β· 0.2 hrs$68.00WIP
Sep 11, 2026MCAnalyzing beneficiary objection to personal property appraisalDeposition4 Β· 0.4 hrsβ€”Non-billable
Sep 03, 2026AKPreparing inventory for filing with the courtTelephone2 Β· 0.2 hrs$59.00WIP
Sep 02, 2026DRAnalyzing beneficiary objection to personal property appraisalCorrespondence in2 Β· 0.2 hrs$68.00WIP
Aug 31, 2026DRPreparing inventory for filing with the courtDrafting1 Β· 0.1 hrsβ€”Non-billable
Aug 14, 2026MCCorresponding with financial institutions for date-of-death valuesConference1 Β· 0.1 hrsβ€”Non-billable
Aug 12, 2026MCPreparing inventory for filing with the courtDeposition6 Β· 0.6 hrs$285.00WIP

Advanced costs

Money paid out on the client behalf, billed at cost
DateDescriptionPaid outAmountBilled
Oct 05, 2026Personal property appraisalPaid$1,150.00Unbilled
Aug 30, 2026Publication of notice to creditorsPaid$275.00Unbilled
Aug 26, 2026Probate filing fee β€” Cook CountyPaid$465.00Unbilled

Documents

6 on file
DocumentTypeVer.Filed byFiledSize
Petition for probate and letters of office.pdfPleadingv1MCOct 22, 20261.5 MB Download
Engagement letter.pdfEngagement letterv1MCOct 01, 20264.3 MB Download
Last will and testament dated 06.11.2019.pdfEvidencev1MCSep 28, 20261.8 MB Download
Death certificate.pdfEvidencev1MCSep 19, 20261.9 MB Download
Estate inventory (draft 2).xlsxEvidencev4MCSep 15, 20263.7 MB Download
Notice to creditors β€” Chicago Daily Law Bulletin.pdfEvidencev1MCAug 21, 20263.4 MB Download

Bills

BillIssuedDueFeesDisb.TotalOutstandingStatus
INV-2025-0455Sep 19, 2026Oct 19, 2026$8,900.00$1,890.00$10,790.00β€”Paid