Case Docket

Case Number: 291383  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : RICKARD, HORTENSE
AKA :


Date Code Description Reference Receipt Cost
01/25/74 13 Entry Appointing Trustee, Letters of .00
Authority
Co., National City Trust (fidy)
01/25/74 6.3 Entry Dispensing With Inventory .00
03/03/94 13a Fiduciary's Partial Account 20 .00
03/03/94 13.1 Receipts and Disbursements .00
03/03/94 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc. 3902.34
Pri. -3902.34
Sec.130306.47
03/04/94 13e Entry Setting Hearing and Ordering .00
Notice on Account
03/04/94 13f Notice to Daily Reporter (Account) .00
03/30/94 mcc All entries filed prior to April 1, .00
1994 should be referenced from the
hard dockets
04/11/94 13h Judgment Entry Approving Partial Account 32 .00
Co., National City Trust (fidy)
02/09/95 13k Notice to file Account 0005117 1.00
02/10/95 13a Fiduciary's Partial Account 21 29.00
02/10/95 13.1 Receipts and Disbursements .00
02/10/95 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc. 2446.90
Pri. (2446.90)
Sec 132157.80
02/10/95 Receipt 019539 30.00
02/13/95 13e Entry Setting Hearing on Account .00
03/27/95 13h Judgment entry approving partial account .00
12/20/95 ci CASE INVENTORIED .00
01/16/96 13k Notice to file Account 0005117 1.00
02/09/96 13a Fiduciary's Partial Account 22 29.00
02/09/96 13.1 Receipts and Disbursements .00
02/09/96 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Income -0-
Prince: -0-
Secure: 136145.10
02/09/96 Receipt 041929 30.00
02/12/96 13e Entry Setting Hearing on Account .00
03/25/96 13h Judgment entry approving partial account .00
01/13/97 13k Notice to file Account 0005117 1.00
02/10/97 13a Fiduciary's Partial Account 23 22.00
02/10/97 13.1 Receipts and Disbursements .00
02/10/97 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Bal due 0; securities 138653.81
02/10/97 ex Extra Pages 9.00
02/10/97 Receipt 064655 32.00
02/11/97 13e Entry Setting Hearing on Account .00
03/25/97 13h Judgment entry approving partial account .00
10/31/97 ci PHYSICAL INVENTORY .00
01/22/98 13k Notice to file Account 0005117 1.00
02/10/98 13a Fiduciary's Partial Account 24 29.00
02/10/98 13.1 Receipts and Disbursements .00
02/10/98 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc. -0-
Princ -0-
Sec. 159494.31
02/10/98 Receipt 087735 30.00
02/11/98 13e Entry Setting Hearing on Account .00
03/25/98 13h Judgment entry approving partial account .00
01/12/99 13k Notice to file Account 0005117 1.00
02/10/99 13a Fiduciary's Partial Account 25 30.00
02/10/99 13.1 Receipts and Disbursements .00
02/10/99 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Princ -0-
Sec: 167176.05
02/10/99 Receipt 110330 31.00
02/11/99 13e Entry Setting Hearing on Account .00
03/25/99 13h Judgment entry approving partial account .00
01/11/00 13k Notice to file Account 0005117 1.00
02/10/00 13a Fiduciary's Partial Account 26 27.00
02/10/00 13.1 Receipts and Disbursements .00
02/10/00 13.2 Assets Remaining in Fiduciary's Hands .00 .00
inc: 0
princ: 0
value: 168835.13
02/10/00 Receipt 133980 28.00
02/11/00 13e Entry Setting Hearing on Account .00
03/23/00 13h Judgment entry approving partial account .00
06/06/00 ci PHYSICAL INVENTORY .00
01/17/01 13k Notice to file Account 0005117 1.00
02/07/01 13a Fiduciary's Partial Account 27 29.00
02/07/01 13.1 Receipts and Disbursements .00
02/07/01 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc 0.00
Pri 0.00
Value 182468.81
02/07/01 Receipt 156706 30.00
02/08/01 13e Entry Setting Hearing on Account .00
03/21/01 13h Judgment entry approving partial account .00
05/21/01 ci PHYSICAL INVENTORY .00
01/08/02 13k Notice to file Account 0005117 1.00
01/14/02 l LETTER:Mr Calhoun .00
From Robert G.Dykes
02/08/02 13a Fiduciary's Partial Account 28 22.00
02/08/02 13.1 Receipts and Disbursements .00
02/08/02 13.2 Assets Remaining in Fiduciary's Hands .00 .00
inc 0.00 market val.351802.50
princ 0.00
cost value 183635.02
02/08/02 ex Extra Pages 7.00
02/08/02 Receipt 178334 30.00
02/11/02 13e Entry Setting Hearing on Account .00
03/25/02 13h Judgment entry approving partial account .00
04/26/02 l LETTER:To Judge Belskis .00
From Donald E.Calhoun Jr
04/26/02 att Attachments .00
4 pages
04/29/02 l LETTER:To Judge Calhoun .00
From Michael Miller
05/30/02 l LETTER:To Judge Calhoun .00
From Michael Fisher
06/07/02 1cd Application for Fiduciary Fees 5.00
06/07/02 1ce Entry Approving Fiduciary Fees 5.00
National City Bank
06/07/02 fs Fee Schedule .00
06/07/02 Receipt 185631 10.00
01/13/03 13k Notice to file Account 0005117 1.00
02/07/03 13a Fiduciary's Partial Account 29 22.00
02/07/03 13.1 Receipts and Disbursements .00
02/07/03 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Pri: 0
Value: 182850.97
02/07/03 ex Extra Pages 7.00
02/07/03 Receipt 199680 30.00
02/10/03 13e Entry Setting Hearing on Account .00
03/07/03 1cd Application for Fiduciary Fees 5.00
03/07/03 att Attachment .00
03/07/03 Receipt 201318 10.00
03/07/03 1ce Entry Approving Fiduciary Fees 1500.00 5.00
03/12/03 ci PHYSICAL INVENTORY - 2002 .00
03/24/03 13h Judgment entry approving partial account .00
01/12/04 13k Notice to file Account 0005117 1.00
01/29/04 ci PHYSICAL INVENTORY 2003 .00
02/09/04 13a Fiduciary's Partial Account 30 22.00
02/09/04 13.1 Receipts and Disbursements .00
02/09/04 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0.00
Prin: 0.00
Value: 184248.02
02/09/04 ex Extra Pages 6.00
02/09/04 Receipt 220442 29.00
02/09/04 Pay out made through bookkeeper # 0000023715 .00
ACCT #: 000000000209 1.00
02/10/04 13e Entry Setting Hearing on Account .00
03/23/04 13h Judgment entry approving partial account .00
04/30/04 1cd Application for Fiduciary Fees 5.00
04/30/04 1ce Entry Approving Fiduciary Fees Natl City 5.00
04/30/04 fs Fee Schedule .00
04/30/04 Receipt 225374 10.00
01/11/05 13k Notice to file Account 0005117 1.00
02/11/05 l LETTER: cover letter from Natl City .00
02/11/05 13a Fiduciary's Partial Account 31 22.00
02/11/05 13.1 Receipts and Disbursements .00
02/11/05 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Value: 325305.39
02/11/05 ex Extra Pages 6.00
02/11/05 Receipt 241450 29.00
02/14/05 13e Entry Setting Hearing on Account .00
03/03/05 cor Correspondence Received (NOT EVIDENCE) .00
03/03/05 1cd Application for Fiduciary Fees 5.00
03/03/05 1ce Entry Approving Fiduciary Fees Natl City 5.00
750.00
03/03/05 Receipt 242461 10.00
03/28/05 13h Judgment entry approving partial account .00
05/26/05 ci PHYSICAL INVENTORY 2005 .00
01/17/06 13k Notice to file Account 0005117 1.00
02/09/06 l LETTER: cover letter from Natl City .00
02/09/06 13a Fiduciary's Partial Account 32 22.00
02/09/06 13.1 Receipts and Disbursements .00
02/09/06 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Value: 330741.13
02/09/06 ex Extra Pages 5.00
02/09/06 Receipt 262704 28.00
02/10/06 13e Entry Setting Hearing on Account .00
03/23/06 13h Judgment entry approving partial account .00
01/10/07 13k Notice to file Account 0005117 1.00
01/19/07 sc Substitution of Counsel 0023064 .00
02/08/07 ci PHYSICAL INVENTORY 2007 .00
02/14/07 l LETTER: cover letter from Natl City .00
02/14/07 13a Fiduciary's Partial Account 33 22.00
02/14/07 13.1 Receipts and Disbursements .00
02/14/07 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0 Value: 406777.62
Mkt Value: 407227.84
02/14/07 ex Extra Pages 14.00
02/14/07 Receipt 283634 37.00
02/15/07 13e Entry Setting Hearing on Account .00
03/29/07 13h Judgment entry approving partial account .00
04/02/07 1cd Application for Fiduciary Fees 5.00
04/02/07 1ce Entry Approving Fiduciary Fees 1966.26 5.00
04/02/07 Receipt 286345 10.00
01/15/08 13k Notice to File Account 0023064 1.00
02/25/08 13a Fiduciary's Partial Account 34 22.00
02/25/08 13.1 Receipts and Disbursements .00
02/25/08 13.2 Assets Remaining in Fiduciary's Hands .00 .00
- Inc: 0 Princ: 0
Value: 416,097.37
Mkt Value: 386,800.92
02/25/08 ex Extra Pages 14.00
02/25/08 Receipt 304353 37.00
02/26/08 13e Entry Setting Hearing on Account .00
03/07/08 1cd Application for Fiduciary Fees 5.00
03/07/08 1ce Entry Approving Fiduciary Fees 3571.28 5.00
Natl City
03/07/08 Receipt 305146 10.00
04/07/08 13h Judgment entry approving partial account .00
01/27/09 13k Notice to File Account 0023064 1.00
02/19/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/27/09 1cd Application for Fiduciary Fees 5.00
02/27/09 1ce Entry Approving Fiduciary Fees 3296.04 5.00
Natl City
02/27/09 13a Fiduciary's Partial Account 35 22.00
02/27/09 13.1 Receipts and Disbursements .00
02/27/09 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 988.41 Princ: (988.41)
Value: 412780.13
Mkt Value: 244070.25
02/27/09 ex Extra Pages 13.00
02/27/09 cc Certified Copy 1.00
02/27/09 Receipt 325760 47.00
03/02/09 13e Entry Setting Hearing on Account .00
04/13/09 13h Judgment Entry Approving Partial Account .00
02/02/10 13k Notice to File Account 0023064 1.00
03/17/10 1cd Application for Fiduciary Fees 5.00
03/17/10 1ce Entry Approving Fiduciary Fees 5.00
PNC Bank 3131.38
03/17/10 fs Fee Schedule .00
03/17/10 13a Fiduciary's Partial Account 36 22.00
03/17/10 13.1 Receipts and Disbursements .00
03/17/10 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc-1018.33, princ-1018.33
Value-405400.41
mkt Value-314341.88
03/17/10 ex Extra Pages 10.00
03/17/10 Receipt 347955 43.00
03/18/10 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
04/28/10 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
02/18/11 13k Notice to File Account 0023064 1.00
03/23/11 1cd Application for Fiduciary Fees 5.00
03/23/11 1ce Entry Approving Fiduciary Fees 5.00
PNC Bank 4030.08
03/23/11 13a Fiduciary's Partial Account 37 22.00
03/23/11 13.1 Receipts and Disbursements .00
03/23/11 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Mt Value: 363428.77
Cost: 407210.56
03/23/11 ex Extra Pages 10.00
03/23/11 Receipt 369938 43.00
03/24/11 13e Entry Setting Hearing on Account .00
05/04/11 13h Judgment Entry Approving Partial Account .00
02/24/12 13k Notice to File Account 0023064 1.00
03/28/12 1cd Application for Fiduciary Fees 5.00
03/28/12 1ce Entry Approving Fiduciary Fees 5.00
03/28/12 fs Fee Schedule .00
03/28/12 cpi Confidential Personal Identifiers .00
03/28/12 13a Fiduciary's Partial Account 38 22.00
03/28/12 13.1 Receipts and Disbursements .00
03/28/12 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc 8204.17
Value 362620.10
Mkt Value 370829.27
03/28/12 ex Extra Pages 8.00
03/28/12 cpi Confidential Personal Identifiers .00
03/28/12 Receipt 391759 41.00
03/29/12 13e Entry Setting Hearing on Account .00
05/09/12 13h Judgment Entry Approving Partial Account .00
07/27/12 1ca Application for Attorney Fees 5.00
07/27/12 1cb Entry Approving Attorney Fees 294.06 5.00
Vorys, Sater, Seymour & Pease 44.30
07/27/12 1cc Consent to Attorney Fees .00
Nikolitsa K. Hartofillis
07/27/12 fs Fee Schedule .00
07/27/12 Receipt 398892 10.00
09/17/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/01/13 13k Notice to File Account 0023064 1.00
03/07/13 1cd Application for Fiduciary Fees 5.00
03/07/13 1ce Entry Approving Fiduciary Fees 4381.62 5.00
Nikolitsa K Hartofillis
03/07/13 fs Fee Schedule 1.00
03/07/13 13a Fiduciary's Partial Account 29 22.00
Correction
39
03/07/13 13.1 Receipts and Disbursements .00
03/07/13 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 857.65 Prine: 16769.08
Val: 403629.26
Mk Val: 405690.94
03/07/13 ex Extra Pages 12.00
03/07/13 cpi Confidential Personal Identifiers .00
03/07/13 Receipt 411380 46.00
03/08/13 13e Entry Setting Hearing on Account .00
04/18/13 13h Judgment Entry Approving Partial Account .00
05/07/13 1ca Application for Attorney Fees 5.00
05/07/13 1cb Entry Approving Attorney Fees 256.75 5.00
David Swift 55.60
05/07/13 1cc Consent to Attorney Fees .00
Nikolitsa K Hartofillis
05/07/13 fs Fee Schedule .00
05/07/13 Receipt 414918 10.00
02/10/14 13k Notice to File Account 0023064 1.00
03/13/14 13a Fiduciary's Partial Account 14 22.00
Correction
41
03/13/14 13.1 Receipts and Disbursements .00
03/13/14 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Mk: 480,426.76
Carry Val: 412,118.34
03/13/14 ex Extra Pages 11.00
03/13/14 cpi Confidential Personal Identifiers .00
03/13/14 1cd Application for Fiduciary Fees 5.00
03/13/14 1ce Entry Approving Fiduciary Fees 5.00
David a Swift
03/13/14 fs Fee Schedule 1.00
03/13/14 Receipt 431812 45.00
03/14/14 13e Entry Setting Hearing on Account .00
04/24/14 1ca Application for Attorney Fees 5.00
04/24/14 1cb Entry Approving Attorney Fees 522.98 5.00
Vorys, Sater, Seymour & Pease 58.17
04/24/14 1cc Consent to Attorney Fees .00
Nikolitsa K. Hartofillis
04/24/14 fs Fee Schedule .00
04/24/14 13h Judgment Entry Approving Partial Account .00
04/24/14 Receipt 434373 10.00
08/07/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/17/15 13k Notice to File Account 0023064 1.00
03/17/15 1cd Application for Trustee Fees 5.00
03/17/15 1ce Entry Approving Trustee Fees 5148.35 5.00
03/17/15 fs Fee Schedule 1.00
03/17/15 13a Fiduciary's Partial Account 41 22.00
03/17/15 13.1 Receipts and Disbursements .00
03/17/15 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Mk: 519,333.05
Carry Val: 490,443.12
03/17/15 ex Extra Pages 11.00
03/17/15 cpi Confidential Personal Identifiers .00
03/17/15 Receipt 451877 45.00
03/18/15 13e Entry Setting Hearing on Account .00
04/28/15 13h Judgment Entry Approving Partial Account .00
05/06/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/26/15 1ca Application for Attorney Fees 5.00
05/26/15 1cb Entry Approving Attorney Fees 492.96 5.00
David A Swift 64.05
05/26/15 1cc Consent to Attorney Fees .00
Nikolitsa K Haftofillis
05/26/15 fs Fee Schedule .00
05/26/15 Receipt 455914 10.00
02/16/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/18/16 13k Notice to File Account 0023064 1.00
03/08/16 1cd Application for Fiduciary Fees 5.00
03/08/16 fs Fee Schedule .00
03/08/16 1ce Entry Approving Fiduciary Fees 5048.77 5.00
PNC Bank
03/08/16 13a Fiduciary's Partial Account 42 22.00
03/08/16 13.1 Receipts and Disbursements .00
03/08/16 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Mk Val: 470245.42
Carry Val: 474845.72
03/08/16 ex Extra Pages 10.00
03/08/16 cpi Confidential Personal Identifiers .00
03/08/16 Receipt 471640 43.00
03/09/16 13e Entry Setting Hearing on Account .00
04/19/16 13h Judgment Entry Approving Partial Account .00
04/19/16 1ca Application for Attorney Fees 5.00
04/19/16 1cb Entry Approving Attorney Fees 342.07 5.00
David Swift 63.35
04/19/16 1cc Consent to Attorney Fees .00
Nikolitsa K Hartofillis
04/19/16 fs Fee Schedule .00
04/19/16 Receipt 474155 10.00
02/09/17 13k Notice to File Account 0023064 1.00
02/21/17 1cd Application for Trustee Fees 10.00
PNC Bank
02/21/17 fs Fee Schedule 1.00
02/21/17 1ce Entry Approving Trustee Fees see entry .00
02/21/17 13a Fiduciary's Partial Account 43 22.00
02/21/17 13.1 Receipts and Disbursements .00
02/21/17 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Carry Val: 478807.21
Mkt: 532009.63
02/21/17 cpi Confidential Personal Identifiers .00
02/21/17 Receipt 491319 34.00
02/22/17 13e Entry Setting Hearing on Account .00
03/28/17 1ca Application for Attorney Fees 10.00
03/28/17 1cb Entry Approving Attorney Fees 495.00 .00
David A. Swift 48.55
03/28/17 1cc Consent to Attorney Fees .00
03/28/17 fs Fee Schedule .00
03/28/17 Receipt 493455 10.00
03/28/17 Void Receipt 493455 10.00
03/28/17 Receipt 493456 10.00
04/04/17 13h Judgment Entry Approving Partial Account .00
05/02/17 ci ANNUAL PHYSICAL/ELECTONIC .00
CASE INVENTORY- 2017
- as requiered by:
OH Rules Of Super. Rule 38
01/23/18 13k Notice to File Account 0023064 1.00
02/20/18 1cd Application for Fiduciary Fees 10.00
02/20/18 1ce Entry Approving Fiduciary Fees 5460.30 .00
PNC Bank
02/20/18 fs Fee Schedule .00
02/20/18 13a Fiduciary's Partial Account 44 22.00
02/20/18 13.1 Receipts and Disbursements .00
02/20/18 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Val: 477014.47
Mkt Val: 612183.10
02/20/18 ex Extra Pages 14.00
02/20/18 cpi Confidential Personal Identifiers .00
02/20/18 Receipt 511183 47.00
02/21/18 13e Entry Setting Hearing on Account .00
03/27/18 1ca Application for Attorney Fees 10.00
03/27/18 1cb Entry Approving Attorney Fees 600.00 .00
Vorys, Sater, Seymour & Pease LLP 59.89
03/27/18 1cc Consent to Attorney Fees .00
Tonya Mitchell
03/27/18 fs Fee Schedule .00
03/27/18 Receipt 513360 10.00
04/03/18 13h Judgment Entry Approving Partial Account .00
04/04/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/19 13k Notice to File Account 0023064 1.00
02/19/19 1cd Application for Fiduciary Fees 10.00
02/19/19 fs Fee Schedule .00
02/19/19 1ce Entry Approving Fiduciary Fees .00
02/19/19 cpi Confidential Personal Identifiers .00
02/19/19 13a Fiduciary's Partial Account 45 22.00
02/19/19 13.1 Receipts and Disbursements .00
02/19/19 13.2 Assets Remaining in Fiduciary's Hands 481709.74 .00
581510.29
02/19/19 ex Extra Pages 21.00
02/19/19 Receipt 531015 54.00
02/20/19 13e Entry Setting Hearing on Account .00
03/20/19 1ca Application for Attorney Fees 10.00
Vorys, Sater, Seymour and Pease LLP
03/20/19 1cc Consent to Attorney Fees .00
Frost, Jason L.
03/20/19 fs Fee Schedule .00
03/20/19 1cb Entry Approving Attorney Fees 795.00 .00
58.40
TAS
03/20/19 Receipt 532706 10.00
04/02/19 13h Judgment Entry Approving Partial Account .00
08/06/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/22/20 13k Notice to File Account 0023064 1.00
02/27/20 13a Fiduciary's Partial Account 46 22.00
02/27/20 13.1 Receipts and Disbursements .00
02/27/20 13.2 Assets Remaining in Fiduciary's Hands .00 .00
val 625063.19
mkt 6461568.77
02/27/20 ex Extra Pages 21.00
02/27/20 cpi Confidential Personal Identifiers .00
02/27/20 1cd Application for Trustee Fees 10.00
PNC Bank
02/27/20 1ce Entry Approving Fiduciary Fees Stone .00
02/27/20 fs Fee Schedule .00
02/27/20 ex Extra Pages 9.00
02/27/20 Receipt 551963 63.00
02/28/20 13e Entry Setting Hearing on Account .00
04/03/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/09/20 13h Judgment Entry Approving Partial Account .00
05/05/20 1ca Application for Attorney Fees 10.00
Vorys, Sater, Seymour & Pease LLP
05/05/20 1cb Entry Approving Attorney Fees Duffy .00
05/05/20 1cc Consent to Attorney Fees .00
Jason L. Frost
05/05/20 fs Fee Schedule .00
05/05/20 l LETTER: cover 04/29/2020 .00
05/05/20 Receipt 554565 10.00
02/02/21 13k Notice to File Account 0023064 1.00
03/01/21 13a Fiduciary's Partial Account 47 22.00
03/01/21 13.1 Receipts and Disbursements .00
03/01/21 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost $581106.28
MK $647478.72
03/01/21 ex Extra Pages 28.00
03/01/21 Receipt 568155 51.00
03/01/21 Void Receipt 568155 51.00
03/01/21 cpi Confidential Personal Identifiers .00
03/01/21 1cd Application for Fiduciary Fees 10.00
PNC Bank
03/01/21 fs Fee Schedule .00
03/01/21 1ce Entry Approving Fiduciary Fees 6051.16 .00
03/01/21 ex Extra Pages 9.00
03/01/21 Receipt 568160 70.00
03/02/21 13e Entry Setting Hearing on Account .00
04/06/21 1ca Application for Attorney Fees 10.00
VORY'S. SATER, SEYMOUR AND PEASE LLC
04/06/21 1cc Consent to Attorney Fees .00
Jason Frost
04/06/21 fs Fee Schedule .00
04/06/21 1cb Entry Approving Attorney Fees 637.50 .00
80.00
04/06/21 Receipt 570080 10.00
04/12/21 13h Judgment Entry Approving Partial Account .00
05/03/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/02/22 13k Notice to File Account 0023064 1.00
02/18/22 13a Fiduciary's Partial Account 48 22.00
02/18/22 13.1 Receipts and Disbursements .00
02/18/22 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost $629966.95
MK $699861.20
02/18/22 ex Extra Pages 26.00
02/18/22 cpi Confidential Personal Identifiers .00
02/18/22 1cd Application for Fiduciary Fees 10.00
PNC Bank, N.A.
02/18/22 fs Fee Schedule 9.00
02/18/22 1ce Entry Approving Fiduciary Fees 7211.54 .00
02/18/22 Receipt 585276 68.00
02/22/22 13e Entry Setting Hearing on Account .00
04/04/22 13h Judgment Entry Approving Partial Account .00
04/07/22 1ca Application for Attorney Fees 10.00
Vorys, Sater, Seymour and Pease LLP
04/07/22 1cb Entry Approving Attorney Fees 592.50 .00
92.30
04/07/22 1cc Consent to Attorney Fees .00
04/07/22 fs Fee Schedule .00
04/07/22 Receipt 587977 10.00
10/31/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/02/22 sc Substitution of Counsel 0038541 .00
12/02/22 cos Certificate of Service .00
01/24/23 13k Notice to File Account 0038541 1.00
02/21/23 1cd Application for Fiduciary Fees 10.00
PNC Bank, N.A.
02/21/23 fs Fee Schedule 6.00
02/21/23 1ce Entry Approving Fiduciary Fees 6142.62 .00
02/21/23 13a Fiduciary's Partial Account 49 22.00
02/21/23 13.1 Receipts and Disbursements .00
02/21/23 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost Val 616571.01
Mkt 620594.70
02/21/23 ex Extra Pages 38.00
02/21/23 Receipt 603533 77.00
02/21/23 cpi Confidential Personal Identifiers .00
02/22/23 13e Entry Setting Hearing on Account .00
04/04/23 13h Judgment Entry Approving Partial Account .00
04/11/23 1ca Application for Attorney Fees 10.00
Vorys, Sater, Seymour & Pease LLP
04/11/23 1cc Consent to Attorney Fees .00
Frank R Gustine for PNC Bank
04/11/23 fs Fee Schedule .00
04/11/23 1cb Entry Approving Attorney Fees 600.00 .00
112.75
04/11/23 Receipt 606136 10.00
10/11/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/24 13k Notice to File Account 0038541 1.00
02/02/24 l LETTER:Cover Letter. 01/31/2024 .00
02/02/24 13n Application to Extend Time to File .00
Account
02/02/24 13o Entry Extending Time to File Account 04/01/2024 5.00
02/02/24 Receipt 620821 6.00
03/27/24 cpi Confidential Personal Identifiers .00
03/27/24 l LETTER: cover 03/26/2024 .00
03/27/24 1cd Application for Fiduciary Fees 10.00
PNC Bank, NA
03/27/24 fs Fee Schedule 13.00
03/27/24 1ce Entry Approving Fiduciary Fees 6426.28 .00
03/27/24 13a Fiduciary's Partial Account 50 22.00
03/27/24 13.1 Receipts and Disbursements .00
03/27/24 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost 627094.59
Mk 678592.34
03/27/24 ex Extra Pages 20.00
03/27/24 cpi Confidential Personal Identifiers .00
03/27/24 cc Certified Copy 1.00
03/27/24 Receipt 623486 66.00
03/28/24 13e Entry Setting Hearing on Account .00
05/08/24 13h Judgment Entry Approving Partial Account .00
08/23/24 50m Application to Terminate Trust 10.00
-The income beneficiaries have died
08/23/24 obit Obituaries .00
Donald Calhoun
James Herbster
08/23/24 50n Entry Terminating and Dispensing with y 5.00
Final Account
PNC BANK NA, (fidy)
08/23/24 Receipt 631041 15.00
09/06/24 op stat only .00
09/06/24 50m Application to Terminate Trust .00
09/06/24 50p Entry Terminating and Ordering Final 11/04/2024 .00
Account
10/15/24 1ca Application for Attorney Fees 10.00
Vorys, Sater, Seymour, & Pease, LLP
10/15/24 1cc Consent to Attorney Fees .00
Frank R. Gustine
10/15/24 fs Fee Schedule .00
10/15/24 1cb Entry Approving Attorney Fees 6615.00 .00
275.15
10/15/24 Receipt 633730 10.00
10/28/24 l LETTER:Cover Letter. 10/24/2024 .00
10/28/24 13n Application to Extend Time to File .00
Account
10/28/24 13o Entry Extending Time to File Account 02/28/2025 5.00
10/28/24 Receipt 634342 5.00
12/31/24 13.0 Fiduciary's Final Account 51 22.00
12/31/24 13.1 Receipts and Disbursements .00
12/31/24 ex Extra Pages 23.00
12/31/24 cpi Confidential Personal Identifiers .00
12/31/24 Receipt 637410 45.00
01/02/25 13e Entry Setting Hearing on Account .00
01/02/25 Pay out made through bookkeeper # 0000081596 .00
ACCT #: 000000000209 2.00
02/12/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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