Case Docket

Case Number: 340227  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : FREER, MARY L.
AKA :

Date Code Description Reference Receipt Cost
10/05/93 13 Entry Appointing Trustee, Letters of .00
Authority
Company, Bank One Ohio Trust (fidy)
10/05/93 6.3 Entry Dispensing With Inventory .00
09/09/94 13k Notice to File Account 10/01/1994 .00
- costs removed/system re-set
12/20/95 ci CASE INVENTORIED .00
10/31/97 ci PHYSICAL INVENTORY .00
06/06/00 ci PHYSICAL INVENTORY .00
05/21/01 ci PHYSICAL INVENTORY .00
03/12/03 ci PHYSICAL INVENTORY - 2002 .00
01/29/04 ci PHYSICAL INVENTORY 2003 .00
05/27/04 13k Notice to file Account 0030523 1.00
06/03/04 1cd Application for Fiduciary Fees 5.00
06/03/04 1ce Entry Approving Fiduciary Fees Bank One 5.00
06/03/04 13a Fiduciary's Partial Account 01 22.00
06/03/04 13.1 Receipts and Disbursements .00
06/03/04 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Value: 327775.13
06/03/04 ex Extra Pages 483.00
06/03/04 Receipt 227304 516.00
06/04/04 13e Entry Setting Hearing on Account .00
07/15/04 13h Judgment entry approving partial account .00
03/14/05 l LETTER: To Bank One from Teresa Putnam .00
Unable to process acct due to balances
not being correct
03/28/05 1ca Application for Attorney Fees 5.00
03/28/05 1cb Entry Approving Attorney Fees 2461.75 5.00
03/28/05 fs Fee Schedule .00
03/28/05 1cd Application for Fiduciary Fees 5.00
03/28/05 1ce Entry Approving Fiduciary Fees 5.00
03/28/05 fs Fee Schedule .00
03/28/05 13a Fiduciary's Partial Account 02 22.00
03/28/05 13.1 Receipts and Disbursements .00
03/28/05 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0.00
Prin: 0.00
Value: 338917.28
03/28/05 ex Extra Pages 32.00
03/28/05 Receipt 243947 74.00
03/29/05 13e Entry Setting Hearing on Account .00
05/09/05 13h Judgment entry approving partial account .00
05/26/05 ci PHYSICAL INVENTORY 2005 .00
02/13/06 l Cover Letter dated Feb 6, 2006 .00
02/13/06 1cd Application for Fiduciary Fees 5.00
02/13/06 1ce Entry Approving Fiduciary Fees 3858.25 5.00
Bank One
02/13/06 1ca Application for Attorney Fees 5.00
02/13/06 1cb Entry Approving Attorney Fees 438.75 5.00
Mark D. Senff 2.47
02/13/06 1cc Consent to Attorney Fees .00
Gloria Hudson
02/13/06 fs Fee Schedule .00
02/13/06 13a Fiduciary's Partial Account 03 22.00
02/13/06 13.1 Receipts and Disbursements .00
02/13/06 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 0
Princ: 0
Value: 348158.87
02/13/06 ex Extra Pages 60.00
02/13/06 Receipt 262943 102.00
02/14/06 13e Entry Setting Hearing on Account .00
03/28/06 13h Judgment entry approving partial account .00
01/17/07 13k Notice to file Account 0030523 1.00
02/05/07 1ca Application for Attorney Fees 5.00
02/05/07 1cb Entry Approving Attorney Fees 420.00 5.00
Mark D. Senff 4.60
02/05/07 1cc Consent to Attorney Fees .00
Gloria Hudson
02/05/07 fs Fee Schedule 11.00
02/05/07 1cd Application for Fiduciary Fees 5.00
02/05/07 1ce Entry Approving Fiduciary Fees 3440.12 5.00
JP Morgan Chase Bank
02/05/07 13a Fiduciary's Partial Account 04 22.00
02/05/07 13.1 Receipts and Disbursements .00
02/05/07 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 3865.91
Princ: (3865.91)
Mkt Value: 368519.77
02/05/07 ex Extra Pages 43.00
02/05/07 Receipt 283235 97.00
02/06/07 13e Entry Setting Hearing on Account .00
02/13/07 ci PHYSICAL INVENTORY 2007 .00
03/19/07 13h Judgment entry approving partial account .00
01/08/08 13k Notice to File Account 0030523 1.00
02/05/08 1cd Application for Fiduciary Fees 5.00
02/05/08 1ce Entry Approving Fiduciary Fees 3440.00 5.00
JPMOrgan Chase Bank
02/05/08 1ca Application for Attorney Fees 5.00
02/05/08 1cb Entry Approving Attorney Fees 870.50 5.00
Mark D. Senff 23.00
02/05/08 1cc Consent to Attorney Fees .00
Jane A. Reid
02/05/08 fs Fee Schedule .00
02/05/08 13a Fiduciary's Partial Account 05 22.00
02/05/08 13.1 Receipts and Disbursements .00
02/05/08 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc:4431.78
Princ:(4431.78)
Mkt Value:366773.32
02/05/08 ex Extra Pages 12.00
02/05/08 Receipt 303293 55.00
02/05/08 Pay out made through bookkeeper # 0000033947 .00
ACCT #: 000000000209 2.00
02/06/08 13e Entry Setting Hearing on Account .00
03/18/08 13h Judgment entry approving partial account .00
01/06/09 13ek eNotice to File Account 0030523 .00
02/20/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/20/09 13m Citation to File Account sent to fidy 5.00
02/23/09 vcos Certificate of Service for Virtual Mail .00
02/23/09 vcs Virtual Service Mail Sent 4.25
- THE JPMORGAN CHASE BANK NA 153866
- Account
02/23/09 vcs Virtual Service Mail Sent 4.25
- MARK D SENFF 153873
- Account
03/02/09 evcr e-Virtual Service Returned 153866 .00
- THE JPMORGAN CHASE BANK NA
- Account
02/25/2009
03/02/09 evcr e-Virtual Service Returned 153873 .00
- MARK D SENFF
- Account
02/25/2009
03/16/09 1ca Application for Attorney Fees 5.00
03/16/09 1cb Entry Approving Attorney Fees 5.00
Mark D. Senff
03/16/09 fs Fee Schedule .00
03/16/09 1cd Application for Fiduciary Fees 5.00
03/16/09 1ce Entry Approving Fiduciary Fees 5.00
JP Morgan Chase 3534.05
03/16/09 fs Fee Schedule .00
03/16/09 13a Fiduciary's Partial Account 6 22.00
03/16/09 13.1 Receipts and Disbursements .00
03/16/09 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc-10.56
Princ-0
M Val-277802.41
03/16/09 ex Extra Pages 37.00
03/16/09 Receipt 326730 92.50
03/17/09 13e Entry Setting Hearing on Account .00
04/27/09 13h Judgment Entry Approving Partial Account .00
02/17/10 13ek eNotice to File Account 0030523 .00
02/18/10 1cd Application for Fiduciary Fees 5.00
02/18/10 1ce Entry Approving Fiduciary Fees 5.00
JP Morgan Chase
02/18/10 fs Fee Schedule .00
02/18/10 l LETTER: .00
Cover Letter from Baker Hostetler
02/18/10 13a Fiduciary's Partial Account 7 22.00
02/18/10 13.1 Receipts and Disbursements .00
02/18/10 13.2 Assets Remaining in Fiduciary's Hands .00 .00
inc-(243.22) Princ-243.22
value-317259.63
mkt value-317850.95
02/18/10 ex Extra Pages 51.00
02/18/10 Receipt 346033 83.00
02/19/10 13e Entry Setting Hearing on Account .00
04/01/10 13h Judgment Entry Approving Partial Account .00
04/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/14/11 1cd Application for Fiduciary Fees 5.00
01/14/11 1ce Entry Approving Fiduciary Fees 5.00
JP Morgan Chase 2053.75
01/14/11 fs Fee Schedule .00
01/14/11 13a Fiduciary's Partial Account 8 22.00
01/14/11 13.1 Receipts and Disbursements .00
01/14/11 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Value-316526.09
Mkt value-315994.47
01/14/11 ex Extra Pages 21.00
01/14/11 Receipt 365915 53.00
01/18/11 13e Entry Setting Hearing on Account .00
01/31/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/08/11 1ca Application for Attorney Fees 5.00
02/08/11 1cb Entry Approving Attorney Fees 170.00 5.00
Baker & Hostetler, LLP 26.80
02/08/11 1cc Consent to Attorney Fees .00
John B. Balderree
02/08/11 fs Fee Schedule .00
02/08/11 Receipt 367221 10.00
02/28/11 13h Judgment Entry Approving Partial Account .00
12/20/11 13ek eNotice to File Account 0030523 .00
01/27/12 1cd Application for Fiduciary Fees 5.00
01/27/12 1ce Entry Approving Fiduciary Fees 5.00
JP Morgan 2716.88
01/27/12 fs Fee Schedule .00
01/27/12 13a Fiduciary's Partial Account 9 22.00
01/27/12 13.1 Receipts and Disbursements .00
01/27/12 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc-1429.10, Princ-0
Value-320283.84
Mkt Value-321712.94
01/27/12 ex Extra Pages 45.00
01/27/12 Receipt 388056 77.00
01/30/12 13e Entry Setting Hearing on Account .00
03/12/12 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
01/02/13 13ek eNotice to File Account 0030523 .00
01/24/13 1cd Application for Fiduciary Fees 5.00
01/24/13 1ce Entry Approving Fiduciary Fees 4339.96 5.00
Mark D Senff
01/24/13 fs Fee Schedule .00
01/24/13 13a Fiduciary's Partial Account 10 22.00
01/24/13 13.1 Receipts and Disbursements .00
01/24/13 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 2426.76 Prine: 316051.70
Cost 318478.46
Mkt Val: 333314.97
01/24/13 ex Extra Pages 59.00
01/24/13 Receipt 408860 91.00
01/25/13 13e Entry Setting Hearing on Account .00
03/07/13 13h Judgment Entry Approving Partial Account .00
12/27/13 13ek eNotice to File Account 0030523 .00
01/17/14 1cd Application for Fiduciary Fees 5.00
01/17/14 1ce Entry Approving Fiduciary Fees 4692.51 5.00
Diana Mazzola
01/17/14 fs Fee Schedule .00
01/17/14 13a Fiduciary's Partial Account 11 22.00
01/17/14 13.1 Receipts and Disbursements .00
01/17/14 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 2402.01 Prine: 326408.04
Cost: 328810.05 Mkt Val: 368167.09
01/17/14 ex Extra Pages 57.00
01/17/14 Receipt 428830 89.00
01/21/14 13e Entry Setting Hearing on Account .00
03/03/14 13h Judgment Entry Approving Partial Account .00
08/08/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/23/14 13ek eNotice to File Account 0030523 .00
02/02/15 13m Citation to File Account sent to fidy 5.00
02/02/15 vcos Certificate of Service for Virtual Mail .00
02/02/15 vcs Virtual Service Mail Sent 5.20
- THE JPMORGAN CHASE BANK NA 580709
- Account
02/02/15 vcs Virtual Service Mail Sent 5.20
- MARK D SENFF 580716
- Account
02/09/15 vcr Virtual Service Returned .00
TJC 580709
02/17/15 1cd Application for Fiduciary Fees 5.00
02/17/15 1ce Entry Approving Fiduciary Fees 4965.40 5.00
JPMorgan Chase
02/17/15 13a Fiduciary's Partial Account 12 22.00
02/17/15 13.1 Receipts and Disbursements .00
02/17/15 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 4578.55 Princ: 333177.60
Cost: 337756.15
Mk Val: 368097.58
02/17/15 ex Extra Pages 55.00
02/18/15 13e Entry Setting Hearing on Account .00
02/18/15 Receipt 450246 102.40
03/31/15 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
01/20/16 13ek eNotice to File Account 0030523 .00
01/27/16 sc Substitution of Counsel 0058587 .00
01/27/16 1ca Application for Attorney Fees 5.00
01/27/16 1cb Entry Approving Attorney Fees 912.50 5.00
Baker & Hostetler 34.90
01/27/16 1cc Consent to Attorney Fees .00
Kathy A. Jackson
01/27/16 fs Fee Schedule .00
01/27/16 1cd Application for Fiduciary Fees 5.00
01/27/16 fs Fee Schedule .00
01/27/16 1ce Entry Approving Fiduciary Fees 5022.20 5.00
JPMorgan Chase Bank
01/27/16 13a Fiduciary's Partial Account 13 22.00
01/27/16 13.1 Receipts and Disbursements .00
01/27/16 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost: 335332.07
Mk: 353283.84
01/27/16 ex Extra Pages 52.00
01/27/16 Receipt 469242 94.00
01/28/16 13e Entry Setting Hearing on Account .00
02/23/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/09/16 13h Judgment Entry Approving Partial Account .00
12/28/16 13ek eNotice to File Account 0058587 .00
01/30/17 13n Application to Extend Time to File .00
Account
01/30/17 13o Entry Extending Time to File Account 02/23/2017 5.00
01/30/17 l LETTER: .00
Cover Letter
01/30/17 Receipt 490078 5.00
02/01/17 Pay out made through bookkeeper # 0000057411 .00
ACCT #: 000000000209 5.00
02/23/17 13a Fiduciary's Partial Account 14 22.00
02/23/17 13.1 Receipts and Disbursements .00
02/23/17 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 1702.32 Princ: 327400.93
Cost: 329103.25
Mk Value: 362461.45
02/23/17 ex Extra Pages 49.00
02/23/17 1cd Application for Fiduciary Fees 10.00
02/23/17 1ce Entry Approving Fiduciary Fees 4831.33 .00
JP Morgan Chase Bank
02/23/17 fs Fee Schedule .00
02/23/17 1ca Application for Attorney Fees 10.00
02/23/17 1cb Entry Approving Attorney Fees 1480.00 .00
Baker Hostetler LLP 19.40
02/23/17 1cc Consent to Attorney Fees .00
Kathy A. Jackson
02/23/17 fs Fee Schedule .00
02/23/17 Receipt 491524 91.00
02/24/17 13e Entry Setting Hearing on Account .00
04/06/17 13h Judgment Entry Approving Partial Account .00
05/09/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/24/18 13ek eNotice to File Account 0058587 .00
02/21/18 13a Fiduciary's Partial Account 15 22.00
02/21/18 13.1 Receipts and Disbursements .00
02/21/18 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc. 3183.04
Princ. 334779.80
Mk Val 402173.98
02/21/18 ex Extra Pages 51.00
02/21/18 1cd Application for Fiduciary Fees 10.00
02/21/18 1ce Entry Approving Fiduciary Fees 5236.19 .00
02/21/18 fs Fee Schedule .00
02/21/18 1ca Application for Attorney Fees 10.00
02/21/18 1cb Entry Approving Attorney Fees 1407.50 .00
141.10
02/21/18 1cc Consent to Attorney Fees .00
Kathy Jackson
02/21/18 fs Fee Schedule .00
02/21/18 Receipt 511245 93.00
02/22/18 Pay out made through bookkeeper # 0000059862 .00
ACCT #: 000000000209 1.00
02/22/18 13e Entry Setting Hearing on Account .00
04/04/18 13h Judgment Entry Approving Partial Account .00
04/05/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/19 13ek eNotice to File Account 0058587 .00
02/06/19 13a Fiduciary's Partial Account 16 22.00
02/06/19 13.1 Receipts and Disbursements .00
02/06/19 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Inc: 3286.46
Princ: 339529.99
Mkt Val: 364608.63
02/06/19 ex Extra Pages 61.00
02/06/19 1cd Application for Fiduciary Fees 10.00
JP Morgan Chase Bank
02/06/19 1ce Entry Approving Fiduciary Fees 5701.24 .00
TAS
02/06/19 fs Fee Schedule .00
02/06/19 Receipt 530298 93.00
02/07/19 13e Entry Setting Hearing on Account .00
02/08/19 Pay out made through bookkeeper # 0000062199 .00
ACCT #: 000000000209 2.00
03/20/19 13h Judgment Entry Approving Partial Account .00
04/16/19 1ca Application for Attorney Fees 10.00
Baker Hostetler LLP
04/16/19 1cb Entry Approving Attorney Fees 1377.50 .00
226.10
BFS
04/16/19 1cc Consent to Attorney Fees .00
Jackson, Kathy A, J.P. Morgan Chase Bnk
04/16/19 fs Fee Schedule .00
04/16/19 Receipt 534367 10.00
08/06/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/07/20 13ek eNotice to File Account 0058587 .00
02/03/20 1cd Application for Fiduciary Fees 10.00
02/03/20 fs Fee Schedule .00
02/03/20 1ce Entry Approving Fiduciary Fees 6304.43 .00
JPMorgan Chase Bank
02/03/20 13a Fiduciary's Partial Account 17 22.00
02/03/20 13.1 Receipts and Disbursements .00
02/03/20 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Mk Val: 415740.76
Cost: 352162.70
02/03/20 ex Extra Pages 72.00
02/03/20 Receipt 550433 104.00
02/04/20 13e Entry Setting Hearing on Account .00
02/05/20 Pay out made through bookkeeper # 0000064418 .00
ACCT #: 000000000209 4.00
03/16/20 13h Judgment Entry Approving Partial Account .00
04/07/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/09/20 1ca Application for Attorney Fees 10.00
Baker & Hostetler LLP
04/09/20 1cb Entry Approving Attorney Fees Gadd .00
04/09/20 1cc Consent to Attorney Fees .00
Kathy A Jackson vice president of
J.P. Morgan Chase Bank
04/09/20 fs Fee Schedule .00
04/09/20 Receipt 553690 10.00
04/09/20 l LETTER:cover 04/03/2020 .00
01/05/21 13ek eNotice to File Account 0058587 .00
03/05/21 1cd Application for Trustee Fees 10.00
Jp Morgan Chase Bank
03/05/21 fs Fee Schedule .00
03/05/21 1ce Entry Approving Trustee Fees 7548.71 .00
03/05/21 13a Fiduciary's Partial Account 18 22.00
03/05/21 13.1 Receipts and Disbursements .00
03/05/21 13.2 Assets Remaining in Fiduciary's Hands 358089.61 .00
445051.27
03/05/21 ex Extra Pages 21.00
03/05/21 ex Extra Pages 3.00
03/05/21 Receipt 568465 56.00
03/08/21 13e Entry Setting Hearing on Account .00
04/19/21 13h Judgment Entry Approving Partial Account .00
05/04/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/27/21 1ca Application for Attorney Fees 10.00
Baker Hostetler LLP
05/27/21 1cb Entry Approving Attorney Fees 2722.25 .00
05/27/21 1cc Consent to Attorney Fees .00
Kathy A Jackson
05/27/21 fs Fee Schedule .00
06/09/21 Receipt 573101 10.00
02/08/22 13ek eNotice to File Account 0058587 .00
08/19/22 l LETTER: to Carolyn Starino .00
from Lindsay E Webster
08/26/22 13m Citation to File Account sent to fidy 5.00
08/26/22 vcos Certificate of Service for Virtual Mail .00
08/26/22 vcs Virtual Service Mail Sent 6.57
JP Morgan Bank 452297
08/26/22 vcs Virtual Service Mail Sent 6.57
Christopher D Fidler 452303
09/07/22 vcr Virtual Service Returned .00
TJC 452297
09/13/22 vcr Virtual Service Returned .00
CDF 452303
09/19/22 1ca Application for Attorney Fees 10.00
Baker Hostetler LLP
09/19/22 1cb Entry Approving Attorney Fees 2837.50 .00
125.00
09/19/22 1cc Consent to Attorney Fees .00
Carolyn J Satarino, VP JPMorgan Chase
09/19/22 fs Fee Schedule 5.00
09/19/22 1cd Application for Fiduciary Fees 10.00
JPMorgan Chase Bank, NA
09/19/22 fs Fee Schedule .00
09/19/22 1ce Entry Approving Fiduciary Fees 6150.91 .00
09/19/22 50m Application to Terminate Case 10.00
09/19/22 13.0 Fiduciary's Final Account 19 22.00
09/19/22 13.1 Receipts and Disbursements .00
09/19/22 ex Extra Pages 63.00
09/19/22 l LETTER: .00
To Attorney For Court Costs
Return Check #614683
09/19/22 op stat only .00
09/19/22 50m Application to Terminate Case .00
09/19/22 e Entry Terminating and Ordering Final 09/19/2022 .00
Account
09/20/22 13e Entry Setting Hearing on Account .00
09/27/22 Receipt 596538 138.14
10/31/22 13i Judgment Entry Approving Final Account .00
10/11/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/06/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE .00
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