Case Docket

Case Number:	459507
Case Type:	T TRUST
Case Subtype:	TT TESTAMENTARY TRUST
Name :	PALAZZO, MATILDA C.
AKA :

Date	Code	Description	Reference	Receipt	Cost
06/23/98	01	Case Number (Daily Reporter)			10.00
06/23/98	02	Forms			10.00
06/23/98	03	Docketing & Index			15.00
06/23/98	04	Computerized Legal Research			3.00
06/23/98	05	Computer Fee			10.00
06/23/98	09	Alternative Dispute Resolution Fund			10.00
06/23/98	10	Application for Appointment of Trustee			.00
06/23/98	11	Fiduciary's Acceptance			.00
06/23/98	13	Entry Appointing Trustee, Letters of			5.00
		Authority
		PALAZZO, JULIUS M.	(fidy)
06/23/98	16a	Application to Deposit Assets in Lieu of			.00
		Bond
06/23/98	16b	Entry Ordering Deposit of Assets In Lieu	60000.00		5.00
		of Bond	Key Bank
06/23/98	c	Copy of Last Will and Testament of			.00
		Matilda C. Palazzo
06/23/98	adl	Additional Letters of Authority			2.00
06/23/98	igf	Indigent Guardianship Fund			30.00
06/23/98		Receipt	096031	100.00
06/25/98	16c	Verification of Receipt or Deposit	Key Bank		.00
		35452804213344	20000.00
		35452804213369	20000.00
		35452804213351	20000.00
07/01/98	6.0	Inventory	60000.00		7.00
07/01/98		Receipt	096581	7.00
07/22/98	13.7	Entry Extending Accounting Until			.00
		Further Order by the Court
07/22/98	13o	Entry Extending Time to File Account	07/12/2013		.00
		- FBO Andrew Palazzo
07/22/98	e	Entry Extending Time to File Accounting			.00
		- FBO Christopher Palazzo - 11/22/2016
		DOB
07/22/98	e	Entry Extending Time to File Accounting			.00
		- FBO Elizabeth Palazzo - 02/05/2021
		DOB
07/22/98	sn	*************SEE NOTES*************			.00
06/07/00	ci	PHYSICAL INVENTORY			.00
05/29/01	ci	PHYSICAL INVENTORY			.00
05/06/02	13r	Custodial Depository Verification	Key Bank		.00
		FBO Elizabeth acct 3545280423334	22564.31
		as of 12/31/01
05/08/02	c9	Citation to Appear.			5.00
		- Citation Upon: Julius M. Palazzo,
		Donald P. Muenz, Kay Bank
05/08/02	1r	Order to Serve			.00
		- Key Bank
05/08/02	1r	Order to Serve			.00
		- Julius M. Palazzo
05/08/02	1r	Order to Serve			.00
		- Donald P. Muenz
05/08/02		CITATION HEARING DATE: 06/13/2002 @			.00
		9:30 AM
05/13/02	1ra	Return of Order to Serve			4.20
		Jennifer Tuma Of Key Bank Served
		05/10/02
05/13/02	1ra	Return of Order to Serve			5.80
		Julius M Palazzo Served 05/07/02
05/13/02	1ra	Return of Order to Serve			6.60
		Donald P Muenz Served 05/07/2002
06/10/02	13a	Fiduciary's Partial Account	01		22.00
06/10/02	13.1	Receipts and Disbursements			.00
06/10/02	13.2	Assets Remaining in Fiduciary's Hands	10486.22		.00
06/10/02	16a	Application to Deposit Assets in Lieu of			.00
		Bond
06/10/02	16b	Entry Ordering Deposit of Assets In Lieu			5.00
		of Bond
		Key Bank	45331.24
		($22665.62 ec Andrew & Christopher)
06/10/02	cc	Certified Copy			3.00
06/10/02		Receipt	185668	51.60
06/11/02	13e	Entry Setting Hearing on Account			.00
06/11/02	16c	Verification of Receipt or Deposit	22682.94		.00
		Key Bank 35452807730872 - fbo Andrew
06/11/02	16c	Verification of Receipt or Deposit	22682.94		.00
		Key Bank 35452807730864-fbo Christopher
07/22/02	13h	Judgment entry approving partial account			.00
01/24/03	13r	Custodial Depository Verification	22808.26		.00
		acct #35452804213344	Key Bank
		balance as of 12/31/02
03/20/03	ci	PHYSICAL INVENTORY - 2002			.00
02/06/04	13r	Custodial Depository Verification	Key Bank		.00
		35452804213344	22903.07
		as of 12/31/03
06/24/04	ci	PHYSICAL INVENTORY 2003			.00
04/27/05	13r	Custodial Depository Verification	24584.71		.00
		35452807730872	Key Bank
		as of 12-31-04
04/27/05	13r	Custodial Depository Verification	24584.71		.00
		35452807730864	Key Bank
		as of 12-31-04
05/31/05	ci	PHYSICAL INVENTORY 2005			.00
03/08/06	13r	Custodial Year End Report	Key Bank		.00
		acct #35452807730864	25113.22
		balance as of 12-31-05
03/08/06	13r	Custodial Year End Report	Key Bank		.00
		acct #35452807730872	25113.22
		balance as of 12-31-05
03/27/07	ci	PHYSICAL INVENTORY 2007			.00
04/05/07	13r	Custodial Year End Report - 2006	Key Bank		.00
		acct #35452807730864	25580.55
04/05/07	13r	Custodial Year End Report - 2006	Key Bank		.00
		acct #35452807730872	25580.55
04/08/08	13r	Custodial Year End Report --2007	KEY BANK		.00
		Acct. # 0872 (Certificate of deposit)	$25,949.58
04/08/08	13r	Custodial Year End Report --2007	KEY BANK		.00
		Acct. # 0864 (Certificate of deposit)	$25,949.58
03/03/09	ci	ANNUAL PHYSICAL CASE INVENTORY - 2009			.00
		- as required by:
		Ohio Rules of Superintendence
		Rule 38
10/20/09	13r	Custodial Year End Report 2008	KEY		.00
			26256.23
10/20/09	13r	Custodial Year End Report 2008	KEY		.00
			26256.23
04/08/10	ci	ANNUAL PHYSICAL CASE INVENTORY - 2010			.00
		- as required by:
		Ohio Rules of Superintendence
		Rule 38
04/22/10	15a	Application for Authority to Expend			10.00
		Funds
04/22/10	15b	Entry Authorizing Expenditure of Funds			5.00
		college tuition	26310.36
04/22/10	cc	Certified Copy			1.00
04/22/10	15a	Application for Authority to Expend			10.00
		Funds
04/22/10	15b	Entry Authorizing Expenditure of Funds			5.00
		college tuition	26310.36
04/22/10	cc	Certified Copy			1.00
04/22/10		Receipt	350126	32.00
09/20/10	13r	Custodial Year End Report 2009	KEY		.00
			26301.13
09/20/10	13r	Custodial Year End Report 2009	KEY		.00
			26306.13
12/27/10	15a	Application for Authority to Expend			10.00
		Funds
12/27/10	15b	Entry Authorizing Expenditure of Funds			5.00
		college advantage	2000.00
12/27/10	cc	Certified Copy			1.00
12/27/10		Receipt	364859	16.00
02/03/11	ci	ANNUAL PHYSICAL CASE INVENTORY - 2011			.00
		- as required by:
		Ohio Rules of Superintendence
		Rule 38
06/10/11	13x	Custodial Year End Report 2010	KEY		.00
			0.00
06/10/11	13x	Custodial Year End Report 2010	KEY		.00
			0.00
11/04/11	13r	Custodial Year End Report 2004	KEY		.00
			22903.07
11/04/11	13x	Custodial Year End Report 2005	KEY		.00
			0.00
11/04/11	16n	INFORMATION DOCKET ONLY	KEY		.00
		Custodial Deposit/New Account Number	23279.09
			001
11/04/11	16c	Verification of Receipt or Deposit	KEY		.00
			23279.09
			001 Y
11/04/11	13r	Custodial Year End Report 2005	KEY		.00
			23560.01
11/04/11	13r	Custodial Year End Report 2006	KEY		.00
			24483.17
11/04/11	13r	Custodial Year End Report 2007	KEY		.00
			25564.59
11/04/11	13r	Custodial Year End Report 2008	KEY		.00
			26287.01
11/04/11	13r	Custodial Year End Report 2009	KEY		.00
			26462.16
11/04/11	13r	Custodial Year End Report 2010	KEY		.00
			24550.31
12/27/11	15a	Application for Authority to Expend			10.00
		Funds
12/27/11	15b	Entry Authorizing Expenditure of Funds	4000.00		5.00
		college advantage
12/27/11	cc	Certified Copy			1.00
12/27/11		Receipt	386188	16.00
07/13/12	13r	Custodial Year End Report 2011	KEY		.00
			20574.55
09/19/12	ci	ANNUAL PHYSICAL CASE INVENTORY - 2012			.00
		- as required by:
		Ohio Rules of Superintendence
		Rule 38
03/14/13	13r	Custodial Year End Report 2012	KEY		.00
			20594.94
06/17/13	misc	Notice To File			.00
03/04/14	13r	Custodial Year End Report 2013	KEY		.00
			20615.94
07/29/14	15a	Application for Authority to Expend	20626.78		16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
07/29/14	att	Attachments			.00
07/29/14		Receipt	439462	16.00
09/17/14	ci	ANNUAL PHYSICAL CASE INVENTORY - 2014			.00
		- as required by:
		Ohio Rules of Superintendence
		Rule 38
03/23/15	13r	Custodial Year End Report 2014	KEY		.00
			20635.83
05/28/15	ci	ANNUAL PHYSICAL CASE INVENTORY - 2015			.00
		- as required by:
		Ohio Rules of Superintendence
		Rule 38
03/17/16	13r	Custodial Year End Report 2015	KEY		.00
			20657.55
04/14/16	ci	ANNUAL PHYSICAL CASE INVENTORY - 2016			.00
		- as required by:
		Ohio Rules of Superintendence
		Rule 38
01/12/17	13r	Custodial Year End Report 2016	KEY		.00
			20677.48
06/01/17	ci	ANNUAL PHYSICAL/ELECTONIC - 2017			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
12/29/17	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
12/29/17	att	Attachments			.00
12/29/17	ex	Extra Pages			15.00
12/29/17		Receipt	508385	31.00
02/26/18	cos	Certificate of Service			.00
02/26/18	1e	Entry Setting Hearing	03/07/2018		.00
		application to expend funds	10:00 am
03/07/18	dcr	Request to Remove Costs from Docket			.00
		-
03/07/18	15b	Entry Authorizing Expenditure of Funds	20699.24		.00
		(Custodial)
		account to close
03/07/18	99	Case Closed			.00
03/07/18	dp	Docket Page			.00
03/08/18	dr	Digital Record of Hearing	ABK		.00
		03/07/2018 / hearing room 22 E
		Time: 9;42:12 am - 10:10:08 am
		10:11:12 am - 10:12:39 am
05/23/18	op	- stat only			.00
05/23/18	13r	Custodial Year End Report 2017	KEY		.00
			20699.24
05/31/18	99	Case Closed			.00
		BALANCE DUE			.00

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