Case Docket

Case Number: 478162  
Case Type: T  TRUST
Case Subtype: WD  WRONGFUL DEATH TRUST
Name : KLOPFSTEIN, BETH ANN
AKA :

Date Code Description Reference Receipt Cost
01/17/01 01 Case Number (Daily Reporter) 10.00
01/17/01 02 Forms 10.00
01/17/01 03 Docketing & Index 15.00
01/17/01 04 Computerized Legal Research 3.00
01/17/01 05 Computer Fee 10.00
01/17/01 cb COST BILL .00
01/17/01 igf Indigent Guardianship Fund 30.00
01/17/01 adl Additional Letters of Authority 2.00
01/17/01 10 Application for Appointment of Trustee .00
01/17/01 11 Fiduciary's Acceptance .00
01/17/01 13 Entry Appointing Trustee, Letters of 5.00
Authority
KLOPFSTEIN, DAVID (fidy)
01/17/01 misc Wrongful Death Trust .00
01/17/01 misc Miscellaneous Filing. .00
01/17/01 Receipt 155303 85.00
01/17/01 6.0 Inventory 300000.00 7.00
01/17/01 Receipt 155306 7.00
01/17/01 app Application To Dispense With Bond and .00
Accounting
01/17/01 13.7 Entry Extending Accounting Until .00
Further Order by the Court
And Dispense With Bond
01/17/01 13o Entry Extending Time to File Account 03/25/2018 .00
06/08/01 ci PHYSICAL INVENTORY .00
05/12/03 ci PHYSICAL INVENTORY - 2002 .00
07/02/04 ci PHYSICAL INVENTORY 2003 .00
06/13/05 ci PHYSICAL INVENTORY 2005 .00
05/21/07 ci PHYSICAL INVENTORY 2007 .00
03/17/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/19/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/07/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/21/11 16a Application to Deposit Assets in Lieu of .00
Bond
11/21/11 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 20000.00
001
11/21/11 cc Certified Copy 1.00
11/21/11 Receipt 384299 6.00
11/29/11 16c Verification of Receipt or Deposit PNC .00
20100.34
001 Y
12/19/11 15a Application for Authority to Expend 10.00
Funds
12/19/11 15b Entry Authorizing Expenditure of Funds 5.00
Annual-tution, supplies and related 20000.00
12/19/11 2.1 Notice of Appearance .00
Blaine Brockman
12/19/11 cpi Confidential Personal Identifiers .00
12/19/11 6a Amended Inventory 20100.34 7.00
12/19/11 Receipt 385803 22.00
01/17/12 15a Application for Authority to Expend amended 10.00
Funds
01/17/12 15b Entry Authorizing Expenditure of Funds 20000.00 5.00
01/17/12 cc Certified Copy 1.00
01/17/12 Receipt 387280 16.00
03/07/12 13r Custodial Year End Report 2011 PNC .00
20102.40
09/24/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/01/13 13r Custodial Year End Report 2012 PNC .00
102.40
12/04/13 cb COST BILL .00
12/04/13 igf Indigent Guardianship Fund 30.00
12/04/13 adl Additional Letters of Authority 3.00
12/04/13 10 Application for Appointment of Trustee .00
12/04/13 11 Fiduciary's Acceptance .00
12/04/13 13 Entry Appointing Trustee, Letters of 5.00
Authority
CALDWELL, LISA (fidy)
12/04/13 Receipt 426656 38.00
12/18/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/18/13 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
12/18/13 att Attachments .00
12/18/13 Receipt 427486 16.00
12/18/13 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/18/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 20000.00
002
12/18/13 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/18/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 20000.00
003
12/18/13 cc Certified Copy 2.00
12/18/13 Receipt 427487 12.00
03/20/14 13r Custodial Year End Report 2013 PNC .00
36016.31
09/17/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/05/14 13k Notice to File Account 0011972 1.00
11/10/14 50n stat Y .00
KLOPFSTEIN, DAVID (fidy)
01/22/15 13r Custodial Year End Report 2014 PNC .00
37024.50
06/16/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/06/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/06/16 15b Entry Authorizing Expenditure of Funds 516.59/mo .00
(Custodial) 1549.77
01/06/16 Receipt 468059 17.00
04/26/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/06/16 13r Custodial Year End Report 2015 PNC .00
59212.65
04/14/17 13r Custodial Year End Report 2016 PNC .00
80010.85
05/01/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/01/17 15b Entry Authorizing Expenditure of Funds 516.59 .00
(Custodial) 1000.00
05/01/17 att Attachments .00
05/01/17 Receipt 495488 16.00
05/03/17 ci ANNUAL PHYSICAL/ELECTONIC .00
CASE INVENTORY- 2017
- as requiered by:
OH Rules Of Super. Rule 38
12/28/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/28/17 15b Entry Authorizing Expenditure of Funds 3600.00 .00
(Custodial)
12/28/17 att Attachments .00
12/28/17 Receipt 508352 16.00
02/26/18 50m Application to Terminate 10.00
02/26/18 dl Copy of Driver's License of: .00
02/26/18 50o Receipt and Release of All Claims .00
02/26/18 50n Entry Terminating and Dispensing with Y 5.00
Final Account
CALDWELL, LISA (fidy)
02/26/18 Receipt 511517 15.00
02/26/18 dp Docket Page .00
06/25/18 op - stat only .00
06/25/18 13r Custodial Year End Report 2017 PNC .00
103885.01
06/25/18 99 Case Closed .00
06/14/19 op - stat only .00
06/14/19 13x Custodial Year End Report 2018 PNC .00
0.00
06/14/19 99 Case Closed .00
BALANCE DUE .00
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