Case Docket

Case Number: 111991  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : HELDMANN, JOHN
AKA :


Date Code Description Reference Receipt Cost
01/01/00 13 Entry Appointing Trustee, Letters of .00
Authority -Application date invalid
should not be relied upon
Bank, Society National (fidy)
01/01/00 6.3 Entry Dispensing With Inventory .00
04/13/93 13a Fiduciary's Partial Account 03 .00
04/13/93 13.1 Receipts and Disbursements .00
04/13/93 13.2 Assets Remaining in Fiduciary's Hands 47.85 .00
Securities $ 236,366.19
05/20/93 13h Judgment Entry Approving Partial Account .00
Bank, Society National (fidy)
03/30/94 mcc All entries filed prior to April 1, .00
1994 should be referenced from the
hard dockets
05/06/94 13a Fiduciary's Partial Account 4 84.00
05/06/94 13.1 Receipts and Disbursements .00
05/06/94 13.2 Assets Remaining in Fiduciary's Hands 3.82 .00
Inc. $ 3.82
Pri. 00.00 + Sec. $ 240,677.03
05/06/94 1cd Application for Fiduciary Fees 5.00
05/06/94 1ce Entry Approving Fiduciary Fees 1973.77 5.00
05/06/94 Receipt 002308 94.00
05/09/94 13e Setting Hearing & order notice on Accoun .00
05/09/94 13f Notice to Daily Reporter(Account) .00
06/20/94 13h Judgment entry approving partial account .00
04/11/95 13k Notice to file Account 0019262 1.00
04/24/95 1cd Application for Fiduciary Fees 5.00
04/24/95 1ce Entry Approving Fiduciary Fees 5.00
04/24/95 1994 Trustee Fees for .00
#31762300 John Heldmann
04/24/95 13.1 Receipts and Disbursements .00
04/24/95 13.2 Assets Remaining in Fiduciary's Hands .00 .00
plus securities 236,246.30
04/24/95 13a Fiduciary's Partial Account 05 83.00
04/24/95 Receipt 024088 94.00
04/25/95 13e Entry Setting Hearing on Account .00
06/05/95 13h Judgment entry approving partial account .00
12/20/95 ci CASE INVENTORIED .00
03/28/96 13k Notice to file Account 0019262 1.00
04/08/96 1cd Application for Successor Trustee Fees 5.00
04/08/96 1ce Entry Approving Successor Trustee Fees 5.00
04/08/96 13a Fiduciary's Partial Account 06 86.00
04/08/96 13.1 Receipts and Disbursements .00
04/08/96 13.2 Assets Remaining in Fiduciary's Hands 245713.11 .00
04/08/96 Receipt 045764 97.00
04/09/96 13e Entry Setting Hearing on Account .00
05/20/96 13h Judgment entry approving partial account .00
03/13/97 13k Notice to file Account 0019262 1.00
04/18/97 sc Substitution of Counsel 0023035 .00
04/18/97 1cd Application for Fiduciary Fees 5.00
04/18/97 1ce Entry Approving Fiduciary Fees 2202.82 5.00
Key Trust
04/18/97 13a Fiduciary's Partial Account 07 89.00
04/18/97 13.1 Receipts and Disbursements .00
04/18/97 13.2 Assets Remaining in Fiduciary's Hands 251856.21 .00
04/18/97 Receipt 069291 100.00
04/21/97 13e Entry Setting Hearing on Account .00
06/02/97 13h Judgment entry approving partial account .00
10/30/97 ci PHYSICAL INVENTORY .00
03/23/98 13k Notice to file Account 0023035 1.00
04/20/98 1cd Application for Fiduciary Fees 5.00
04/20/98 1ce Entry Approving Fiduciary Fees 2330.79 5.00
Successor Trustee
04/20/98 13a Fiduciary's Partial Account 08 101.00
04/20/98 13.1 Receipts and Disbursements .00
04/20/98 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc. -0- Pri: -0-
Book: 217058.84
Tax 273113.88
04/20/98 Receipt 092162 112.00
04/21/98 13e Entry Setting Hearing on Account .00
06/01/98 13h Judgment entry approving partial account .00
03/23/99 13k Notice to file Account 0023035 1.00
04/29/99 13m Citation to file Account sent to fidy 5.00
05/05/99 cs Certified Mail Sent 3.00
- Jon M. Anderson Z 904269611
05/05/99 cs Certified Mail Sent 3.00
- Society National Bank Z 904269612
05/11/99 cr Certified Mail Returned z 904269612 .00
Society National Bank
05/19/99 1cd Application for Fiduciary Fees 5.00
05/19/99 1ce Entry Approving Fiduciary Fees 2518.59 5.00
Key Trust Co.
05/19/99 1ca Application for Attorney Fees 5.00
05/19/99 1cb Entry Approving Attorney Fees 500.00 5.00
Porter, Wright, Morris & Arthur 3.00
05/19/99 13a Fiduciary's Partial Account 09 97.00
75 extra pages
05/19/99 13.1 Receipts and Disbursements .00
Bal due: -0-
Inc. -0- Princ: -0-
Value: 314994.64
05/19/99 Receipt 117044 129.00
05/20/99 13e Entry Setting Hearing on Account .00
06/30/99 13h Judgment entry approving partial account .00
04/24/00 13k Notice to file Account 0023035 1.00
05/11/00 13a Fiduciary's Partial Account 10 22.00
05/11/00 13.1 Receipts and Disbursements .00
05/11/00 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc:0
Princ:0
Value:316422.57
05/11/00 ex Extra Pages 61.00
05/11/00 Receipt 140259 84.00
05/12/00 13e Entry Setting Hearing on Account .00
06/06/00 ci PHYSICAL INVENTORY .00
06/06/00 ci PHYSICAL INVENTORY .00
06/22/00 13h Judgment entry approving partial account .00
04/17/01 13k Notice to file Account 0023035 1.00
04/24/01 13a Fiduciary's Partial Account 11 22.00
04/24/01 13.1 Receipts and Disbursements .00
04/24/01 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Value: 348799.12
04/24/01 ex Extra Pages 63.00
63
04/24/01 Receipt 161507 86.00
04/25/01 13e Entry Setting Hearing on Account .00
05/17/01 ci PHYSICAL INVENTORY .00
06/05/01 13h Judgment entry approving partial account .00
01/08/02 1ca Application for Attorney Fees 5.00
01/08/02 1cb Entry Approving Attorney Fees 100.00 5.00
Porter, Wright, Morris & Arthur 88.72
01/08/02 fs Fee Schedule .00
2 pages
01/08/02 Receipt 176382 10.00
03/13/02 13a Fiduciary's Partial Account 12 22.00
03/13/02 13.1 Receipts and Disbursements .00
03/13/02 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Value: 350474.93
03/13/02 ex Extra Pages 45.00
03/13/02 Receipt 180330 67.00
03/14/02 13e Entry Setting Hearing on Account .00
04/24/02 13h Judgment entry approving partial account .00
05/13/02 1ca Application for Attorney Fees 5.00
05/13/02 1cb Entry Approving Attorney Fees 5.00
Porter,Wright, Morris & Arthur 400.00
81.00
05/13/02 fs Fee Schedule .00
2 pages
05/13/02 Receipt 184094 10.00
02/14/03 13k Notice to file Account 0023035 1.00
03/12/03 ci PHYSICAL INVENTORY - 2002 .00
03/14/03 13a Fiduciary's Partial Account 13 22.00
03/14/03 13.1 Receipts and Disbursements .00
03/14/03 13.2 Assets Remaining in Fiduciary's Hands 264696.89 .00
03/14/03 ex Extra Pages 34.00
03/14/03 Receipt 201767 57.00
03/17/03 13e Entry Setting Hearing on Account .00
04/28/03 13h Judgment entry approving partial account .00
05/02/03 1ca Application for Attorney Fees 5.00
05/02/03 1cb Entry Approving Attorney Fees 5.00
05/02/03 fs Fee Schedule .00
05/02/03 Receipt 204640 10.00
01/28/04 ci PHYSICAL INVENTORY 2003 .00
02/18/04 13k Notice to file Account 0023035 1.00
03/22/04 1cd Application for Fiduciary Fees 5.00
03/22/04 1ce Entry Approving Fiduciary Fees 4640.95 5.00
03/22/04 fs Fee Schedule .00
03/22/04 13a Fiduciary's Partial Account 14 22.00
03/22/04 13.1 Receipts and Disbursements .00
03/22/04 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc. 00.00 Pri 00.00
Value 262,468.39
Tax Cost 358,368.39
03/22/04 ex Extra Pages 32.00
03/22/04 Receipt 222988 65.00
03/22/04 Void Receipt 222988 65.00
03/22/04 Receipt 222989 65.00
03/22/04 Pay out made through bookkeeper # 0000023988 .00
ACCT #: 000000000209 4.00
03/23/04 13n Application to Extend Time to File .00
Account
03/23/04 13o Entry Extending Time to File Account 04/30/2004 5.00
03/23/04 13e Entry Setting Hearing on Account .00
03/31/04 13k Notice to file Account 0023035 1.00
03/31/04 13k Notice to File Account 04/30/2004 .00
Error
05/03/04 13m Citation to file Account sent to fidy 5.00
05/03/04 13h Judgment entry approving partial account .00
05/03/04 cs Certified Mail Sent 4.50
- Society National Bank 367310
05/03/04 cs Certified Mail Sent 4.50
- Jon M Anderson 367327
05/11/04 cr Certified Mail Returned .00
Jon M Anderson 367327
05/13/04 cr Certified Mail Returned .00
Completed to Society National Bank 36 7310
06/02/04 e Entry Vacating Citation .00
06/03/04 13m Citation to file Account sent to fidy 5.00
02/23/05 13k Notice to file Account 0023035 1.00
03/14/05 1cd Application for Fiduciary Fees 5.00
03/14/05 1ce Entry Approving Fiduciary Fees 5021.58 5.00
Key Bank Natl
03/14/05 fs Fee Schedule .00
03/14/05 13a Fiduciary's Partial Account 15 22.00
03/14/05 13.1 Receipts and Disbursements .00
03/14/05 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0 Princ: 0
Value: 303970.17
Market Value: 359099.06
03/14/05 ex Extra Pages 35.00
03/14/05 Receipt 243105 93.00
03/15/05 13e Entry Setting Hearing on Account .00
04/25/05 13h Judgment entry approving partial account .00
05/26/05 ci PHYSICAL INVENTORY 2005 .00
02/15/06 13k Notice to file Account 0023035 1.00
03/16/06 1cd Application for Fiduciary Fees 5.00
03/16/06 1ce Entry Approving Fiduciary Fees 4199.12 5.00
Key Bank
03/16/06 fs Fee Schedule .00
03/16/06 cc Certified Copy 1.00
03/16/06 13a Fiduciary's Partial Account 16 22.00
03/16/06 13.1 Receipts and Disbursements .00
03/16/06 13.2 Assets Remaining in Fiduciary's Hands .00 .00
inc: 0
princ: 0
m val: 398092.81
03/16/06 ex Extra Pages 37.00
03/16/06 Receipt 264826 71.00
03/17/06 13e Entry Setting Hearing on Account .00
04/27/06 13h Judgment entry approving partial account .00
05/05/06 1ca Application for Attorney Fees 5.00
05/05/06 1cb Entry Approving Attorney Fees 350.00 5.00
Porter, Wright, Morris & Aruth 101.54
05/05/06 fs Fee Schedule .00
05/05/06 cc Certified Copy 1.00
05/05/06 Receipt 267820 11.00
02/06/07 ci PHYSICAL INVENTORY 2007 .00
02/20/07 13k Notice to file Account 0023035 1.00
03/20/07 1cd Application for Fiduciary Fees 5.00
03/20/07 1ce Entry Approving Fiduciary Fees 4190.84 5.00
Key Bank
03/20/07 fs Fee Schedule .00
03/20/07 13a Fiduciary's Partial Account 17 22.00
03/20/07 13.1 Receipts and Disbursements .00
03/20/07 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Mkt Value: 418873.32
03/20/07 ex Extra Pages 35.00
03/20/07 Receipt 285680 68.00
03/21/07 13e Entry Setting Hearing on Account .00
05/01/07 13h Judgment entry approving partial account .00
02/21/08 13k Notice to File Account 0023035 1.00
03/18/08 sc Substitution of Counsel 0022971 .00
03/18/08 1cd Application for Fiduciary Fees 5.00
03/18/08 1ce Entry Approving Fiduciary Fees 4381.55 5.00
Key Bank
03/18/08 fs Fee Schedule .00
03/18/08 13a Fiduciary's Partial Account 18 22.00
03/18/08 13.1 Receipts and Disbursements .00
03/18/08 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
M Val: 406295.69
03/18/08 ex Extra Pages 36.00
03/18/08 Receipt 305653 69.00
03/19/08 13e Entry Setting Hearing on Account .00
04/29/08 13h Judgment entry approving partial account .00
08/08/08 1ca Application for Attorney Fees 5.00
08/08/08 1cb Entry Approving Attorney Fees 5.00
Porter, Wright, Morris and Arthur 1475.00
170.78
08/08/08 fs Fee Schedule .00
08/08/08 Receipt 314240 10.00
02/18/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/19/09 13k Notice to File Account 0022971 1.00
03/31/09 1cd Application for Fiduciary Fees 5.00
03/31/09 1ce Entry Approving Fiduciary Fees 3845.73 5.00
03/31/09 fs Fee Schedule .00
03/31/09 13a Fiduciary's Partial Account 19 22.00
03/31/09 13.1 Receipts and Disbursements .00
03/31/09 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Value: 338,542.81 Tax Cost 371,289.64
03/31/09 ex Extra Pages 31.00
03/31/09 Receipt 327651 64.00
04/01/09 13e Entry Setting Hearing on Account .00
05/12/09 13h Judgment Entry Approving Partial Account .00
05/27/09 1ca Application for Attorney Fees 5.00
05/27/09 1cb Entry Approving Attorney Fees 5.00
Porter, Wright, Morris & Arthur 700.00
78.92
05/27/09 fs Fee Schedule .00
05/27/09 Receipt 330876 10.00
03/04/10 13ek eNotice to File Account 0022971 .00
03/29/10 1cd Application for Fiduciary Fees 5.00
03/29/10 1ce Entry Approving Fiduciary Fees 5.00
Key Bank 4097.64
03/29/10 fs Fee Schedule .00
03/29/10 13a Fiduciary's Partial Account 20 22.00
03/29/10 13.1 Receipts and Disbursements .00
03/29/10 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc-0, Princ-0
Value-338916.76
Taxcost-362039.65
03/29/10 ex Extra Pages 35.00
03/29/10 Receipt 348590 67.00
03/30/10 13e Entry Setting Hearing on Account .00
04/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/27/10 1ca Application for Attorney Fees 5.00
04/27/10 1cb Entry Approving Attorney Fees 875.00 5.00
Porter, Wright, Morris & Arthur 30.51
04/27/10 fs Fee Schedule .00
04/27/10 Receipt 350393 10.00
05/10/10 13h Judgment Entry Approving Partial Account .00
01/20/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/02/11 13ek eNotice to File Account 0022971 .00
03/31/11 13a Fiduciary's Partial Account 21 22.00
03/31/11 13.1 Receipts and Disbursements .00
03/31/11 13.2 Assets Remaining in Fiduciary's Hands .00 .00
inc-0,, princ-0
value-340593.06
mkt value-355741.95
03/31/11 ex Extra Pages 42.00
03/31/11 cpi Confidential Personal Identifiers .00
03/31/11 1cd Application for Fiduciary Fees 5.00
03/31/11 1ce Entry Approving Fiduciary Fees 5.00
Key Bank 5295.75
03/31/11 fs Fee Schedule .00
03/31/11 Receipt 370487 74.00
04/01/11 13e Entry Setting Hearing on Account .00
04/21/11 1ca Application for Attorney Fees 5.00
04/21/11 1cb Entry Approving Attorney Fees 900.00 5.00
Porter, Wright, Morris & Arthur 17.18
04/21/11 Receipt 371843 10.00
05/12/11 13h Judgment Entry Approving Partial Account .00
03/06/12 13ek eNotice to File Account 0022971 .00
04/02/12 1cd Application for Fiduciary Fees 5.00
04/02/12 1ce Entry Approving Fiduciary Fees 5.00
KeyBank 5383.27
04/02/12 fs Fee Schedule .00
04/02/12 13a Fiduciary's Partial Account 22 22.00
04/02/12 13.1 Receipts and Disbursements .00
04/02/12 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0 Princ: 0
Value: 366542.14
Mkt Value: 383557.02
04/02/12 ex Extra Pages 46.00
04/02/12 cpi Confidential Personal Identifiers .00
04/02/12 Receipt 392025 78.00
04/03/12 13e Entry Setting Hearing on Account .00
04/20/12 1ca Application for Attorney Fees 5.00
04/20/12 1cb Entry Approving Attorney Fees 1000.00 5.00
13.50
04/20/12 Receipt 393173 10.00
05/14/12 13h Judgment Entry Approving Partial Account .00
09/17/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/05/13 13ek eNotice to File Account 0022971 .00
04/09/13 1cd Application for Fiduciary Fees 5.00
04/09/13 1ce Entry Approving Fiduciary Fees 5305.44 5.00
Bruce Thomas
04/09/13 fs Fee Schedule .00
04/09/13 13a Fiduciary's Partial Account 23 22.00
04/09/13 13.1 Receipts and Disbursements .00
04/09/13 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost Val: 356484.19
Mk Val: 381800.63
Inc: 0.00, Princ: 0.00
04/09/13 ex Extra Pages 41.00
04/09/13 cpi Confidential Personal Identifiers .00
04/09/13 Receipt 413294 73.00
04/10/13 13e Entry Setting Hearing on Account .00
05/21/13 13h Judgment Entry Approving Partial Account .00
06/13/13 1ca Application for Attorney Fees 5.00
06/13/13 1cb Entry Approving Attorney Fees 1500.00 5.00
Porter, Wright, Morris & Arthur 21.24
06/13/13 Receipt 417010 10.00
03/11/14 13ek eNotice to File Account 0022971 .00
04/11/14 1cd Application for Fiduciary Fees 5.00
04/11/14 1ce Entry Approving Fiduciary Fees 5662.38 5.00
Key Bank
04/11/14 fs Fee Schedule .00
04/11/14 cpi Confidential Personal Identifiers .00
04/11/14 13a Fiduciary's Partial Account 24 22.00
04/11/14 13.1 Receipts and Disbursements .00
04/11/14 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Mkt Val: 389906.53
Cost Val: 357811.28
04/11/14 ex Extra Pages 39.00
04/11/14 Receipt 433667 71.00
04/14/14 13e Entry Setting Hearing on Account .00
05/06/14 1ca Application for Attorney Fees 5.00
05/06/14 1cb Entry Approving Attorney Fees 1500.00 5.00
Porter, Wright, Morris & Arthur 16.56
05/06/14 Receipt 434985 10.00
05/27/14 13h Judgment Entry Approving Partial Account .00
08/07/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/16/15 13ek eNotice to File Account 0022971 .00
04/06/15 1cd Application for Fiduciary Fees 5.00
04/06/15 1ce Entry Approving Fiduciary Fees 5723.22 5.00
Key Bank
04/06/15 fs Fee Schedule .00
04/06/15 13a Fiduciary's Partial Account 25 22.00
04/06/15 13.1 Receipts and Disbursements .00
04/06/15 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Mk: 392527.15
Cost Val: 366753.27
Inc: 0 Princ: 0
04/06/15 ex Extra Pages 70.00
04/06/15 cpi Confidential Personal Identifiers .00
04/06/15 Receipt 453028 102.00
04/07/15 13e Entry Setting Hearing on Account .00
04/28/15 1ca Application for Attorney Fees 5.00
04/28/15 1cb Entry Approving Attorney Fees 1100.00 5.00
Porter, Wright, Morris & Arthur 29.54
04/28/15 Receipt 454381 10.00
05/06/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/18/15 13h Judgment Entry Approving Partial Account .00
02/16/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/08/16 13ek eNotice to File Account 0022971 .00
04/11/16 1cd Application for Fiduciary Fees 5.00
04/11/16 1ce Entry Approving Fiduciary Fees 5503.09 5.00
Key Bank
04/11/16 fs Fee Schedule .00
04/11/16 cpi Confidential Personal Identifiers .00
04/11/16 13a Fiduciary's Partial Account 26 22.00
04/11/16 13.1 Receipts and Disbursements .00
04/11/16 13.2 Assets Remaining in Fiduciary's Hands 357752.67 72.00
04/11/16 Receipt 473641 104.00
04/12/16 13e Entry Setting Hearing on Account .00
05/23/16 13h Judgment Entry Approving Partial Account .00
06/07/16 1ca Application for Attorney Fees 5.00
06/07/16 1cb Entry Approving Attorney Fees 1300.00 5.00
37.12
06/07/16 Receipt 476974 10.00
03/14/17 13ek eNotice to File Account 0022971 .00
04/21/17 13a Fiduciary's Partial Account 27 22.00
04/21/17 13.1 Receipts and Disbursements .00
04/21/17 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost 348370.54
Market 375531.29
04/21/17 ex Extra Pages 74.00
04/21/17 cpi Confidential Personal Identifiers .00
04/21/17 1cd Application for Fiduciary Fees 10.00
04/21/17 1ce Entry Approving Fiduciary Fees 4776.98 .00
04/21/17 att Attachments .00
04/21/17 Receipt 495001 106.00
04/24/17 13e Entry Setting Hearing on Account .00
05/02/17 ci ANNUAL PHYSICAL/ELECTONIC .00
CASE INVENTORY- 2017
- as requiered by:
OH Rules Of Super. Rule 38
05/18/17 1cd Application for Fiduciary Fees 10.00
05/18/17 fs Fee Schedule .00
05/18/17 1ce Entry Approving Fiduciary Fees .00
05/18/17 Receipt 496520 10.00
06/05/17 13h Judgment Entry Approving Partial Account .00
03/26/18 13ek eNotice to File Account 0022971 .00
04/04/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/19/18 1cd Application for Fiduciary Fees 10.00
04/19/18 1ce Entry Approving Fiduciary Fees 5064.91 .00
KeyBank
04/19/18 fs Fee Schedule .00
04/19/18 13a Fiduciary's Partial Account 28 22.00
04/19/18 13.1 Receipts and Disbursements .00
04/19/18 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost Val: $366159.88
Mk Val: $383690.10
04/19/18 ex Extra Pages 80.00
04/19/18 cpi Confidential Personal Identifiers .00
04/19/18 Receipt 514742 112.00
04/20/18 13e Entry Setting Hearing on Account .00
05/31/18 13h Judgment Entry Approving Partial Account .00
06/25/18 1ca Application for Attorney Fees 10.00
06/25/18 1cb Entry Approving Attorney Fees 1700.00 .00
Porter, Wright, Morris & Arthur 57.08
06/25/18 cc Certified Copy 1.00
06/25/18 Receipt 518371 11.00
03/20/19 13ek eNotice to File Account 0022971 .00
04/16/19 1cd Application for Fiduciary Fees 10.00
04/16/19 1ce Entry Approving Fiduciary Fees 6186.39 .00
Key Bank
04/16/19 fs Fee Schedule .00
04/16/19 13a Fiduciary's Partial Account 29 22.00
04/16/19 13.1 Receipts and Disbursements .00
04/16/19 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Carry $350387.28
Mk Val: 383690.10
04/16/19 ex Extra Pages 87.00
04/16/19 Receipt 534393 119.00
04/17/19 13e Entry Setting Hearing on Account .00
04/17/19 Pay out made through bookkeeper # 0000062551 .00
ACCT #: 000000000209 3.00
05/28/19 13h Judgment Entry Approving Partial Account .00
05/30/19 1ca Application for Attorney Fees 10.00
Porter, Wright, Morris & Arthur
05/30/19 1cb Entry Approving Attorney Fees 1800.00 .00
47.50
KAG
05/30/19 cc Certified Copy 1.00
05/30/19 Receipt 536876 11.00
07/25/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/17/20 13ek eNotice to File Account 0022971 .00
03/20/20 l LETTER:To Attorney Of Record Forward .00
Check From Key Bank No Outstanding
Costs.
04/03/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/23/20 1cd Application for Fiduciary Fees 10.00
04/23/20 fs Fee Schedule .00
04/23/20 1ce Entry Approving Fiduciary Fees 6527.59 .00
04/23/20 13a Fiduciary's Partial Account 30 22.00
04/23/20 13.1 Receipts and Disbursements .00
04/23/20 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Carry: $339022.37
Mkt: $371109.75
04/23/20 ex Extra Pages 90.00
04/23/20 Receipt 554175 122.00
04/24/20 13e Entry Setting Hearing on Account .00
04/27/20 Pay out made through bookkeeper # 0000064913 .00
ACCT #: 000000000209 3.00
06/02/20 1ca Application for Attorney Fees 10.00
Porter, Wright, Morris & Arthur
06/02/20 1cb Entry Approving Attorney Fees 2035.37 .00
06/02/20 Receipt 555613 10.00
06/04/20 13h Judgment Entry Approving Partial Account .00
12/24/20 l LETTER: .00
Cover Letter
12/24/20 13a Fiduciary's Partial Account 31 22.00
NON DISTRIBUTIVE
12/24/20 13.1 Receipts and Disbursements .00
12/24/20 13.2 Assets Remaining in Fiduciary's Hands .00 .00
12/24/20 ex Extra Pages 71.00
12/24/20 1cd Application for Fiduciary Fees 8834.23 10.00
KeyBank Natl
12/24/20 fs Fee Schedule .00
12/24/20 att Attachments .00
12/24/20 mo Magistrate's Order setting hearing on Clous 5.00
Trustee Fees via zoom 02/18/2021
8:30 am
12/24/20 eb Exhibit A .00
12/24/20 cos Certificate of Service .00
12/24/20 Receipt 565104 108.00
12/28/20 13e Entry Setting Hearing on Account .00
12/29/20 Pay out made through bookkeeper # 0000067045 .00
ACCT #: 000000000209 11.00
02/18/21 cos Certificate of Service .00
02/18/21 13.n Notice of Hearing on Account .00
02/18/21 dr Digital Record of Hearing AAC .00
02/18/21
Zoom
02/22/21 mo Magistrate's Order for fees 5.00
02/22/21 cos Certificate of Service .00
02/25/21 13h Judgment Entry Approving Partial Account .00
04/01/21 13a Fiduciary's Partial Account 32 22.00
04/01/21 13.1 Receipts and Disbursements .00
04/01/21 ex Extra Pages 74.00
04/01/21 Receipt 569948 101.00
04/01/21 13.0 Fiduciary's Final Account 32 .00
STAT ONLY
04/02/21 13e Entry Setting Hearing on Account .00
04/02/21 Pay out made through bookkeeper # 0000068017 .00
ACCT #: 000000000209 27.00
05/03/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/13/21 13i Judgment Entry Approving Final Account .00
05/17/21 op Stat only .00
05/17/21 cr Return of receipt for notice of hearing .00
on account: Kimberly Cueto, David Keil,
Carolyn Keil
05/17/21 cos Certificate of Service .00
05/17/21 99 Case Closed .00
BALANCE DUE .00
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