Case Docket

Case Number: 494012  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : BROPHY, HAZEL ELIZABETH
AKA :


Date Code Description Reference Receipt Cost
03/13/03 01 Case Number (Daily Reporter) 10.00
03/13/03 02 Forms 10.00
03/13/03 03 Docketing & Index 15.00
03/13/03 04 Computerized Legal Research 3.00
03/13/03 05 Computer Fee 10.00
03/13/03 cb COST BILL .00
03/13/03 10 Application for Appointment of Trustee .00
03/13/03 11 Fiduciary's Acceptance .00
03/13/03 13 Entry Appointing Trustee, Letters of 5.00
Authority
TITUS, MARGIE A. (fidy)
03/13/03 lw LAST WILL AND TESTAMENT OF: .00
Brophy, Hazel Elizabeth(Copy)
03/13/03 igf Indigent Guardianship Fund 30.00
03/13/03 adl Additional Letters of Authority 3.00
03/13/03 Receipt 201679 86.00
05/09/03 401 Affidavit - decedents only child's .00
Correct legal name is Lloyd Richard
- Brophy.
05/14/03 6k Notice to file inventory 0003984 1.00
06/13/03 6.0 Inventory 20000.00 7.00
06/13/03 Receipt 207125 8.00
02/17/04 13k Notice to file Account 0003984 1.00
03/24/04 13m Citation to file Account sent to fidy 5.00
03/29/04 cs Certified Mail Sent 4.50
- Margie A Titus 359414
03/29/04 cs Certified Mail Sent 4.50
- M Jebb Linch 359421
04/05/04 cr Certified Mail Returned .00
- M Jebb Linch 359421
04/05/04 cr Certified Mail Returned .00
- Margie A Titus 359414
04/23/04 6a Amended Inventory 167748.30 7.00
04/23/04 13a Fiduciary's Partial Account 01 22.00
04/23/04 13.1 Receipts and Disbursements .00
04/23/04 13.2 Assets Remaining in Fiduciary's Hands 165652.80 .00
04/23/04 1cd Application for Fiduciary Fees 5.00
04/23/04 mem Memorandum in Support .00
04/23/04 fs Fee Schedule .00
04/23/04 1ce Entry Approving Fiduciary Fees 865.94 5.00
Margie A. Titus
04/23/04 1ca Application for Attorney Fees 5.00
04/23/04 mem Memorandum in Support .00
04/23/04 fs Fee Schedule .00
04/23/04 1cc Consent to Attorney Fees .00
Margie A. Titus
04/23/04 1cb Entry Approving Attorney Fees 401.00 5.00
M. Jebb Linch
04/23/04 1ca Application for Attorney Fees 5.00
supplemental
04/23/04 mem Memorandum in Support .00
04/23/04 fs Fee Schedule .00
04/23/04 1cc Consent to Attorney Fees .00
Margie A. Titus
04/23/04 1cb Entry Approving Attorney Fees 520.00 5.00
supplemental
M. Jebb Linch
04/23/04 Receipt 225012 74.00
04/26/04 13e Entry Setting Hearing on Account .00
06/07/04 13h Judgment entry approving partial account .00
07/21/04 ci PHYSICAL INVENTORY 2003 .00
03/28/05 13k Notice to file Account 0003984 1.00
05/02/05 13a Fiduciary's Partial Account 02 22.00
05/02/05 13.1 Receipts and Disbursements .00
05/02/05 13.2 Assets Remaining in Fiduciary's Hands 164847.27 .00
05/02/05 1ca Application for Attorney Fees 5.00
and court costs
05/02/05 1cb Entry Approving Attorney Fees 5.00
and costs 1365.00
M.Jebb Lynch costs 74.00
05/02/05 mem Memorandum in Support .00
05/02/05 fs Fee Schedule .00
05/02/05 1cc Consent to Attorney Fees .00
Margie Titus 1365.00
74.00
05/02/05 1cd Application for Fiduciary Fees 5.00
05/02/05 mem Memorandum in Support .00
05/02/05 1ce Entry Approving Fiduciary Fees 902.70 5.00
05/02/05 fs Fee Schedule .00
05/02/05 Receipt 245996 43.00
05/03/05 13e Entry Setting Hearing on Account .00
06/13/05 13h Judgment entry approving partial account .00
06/22/05 ci PHYSICAL INVENTORY 2005 .00
04/04/06 13k Notice to file Account 0003984 1.00
04/25/06 13a Fiduciary's Partial Account 03 22.00
04/25/06 13.1 Receipts and Disbursements .00
04/25/06 13.2 Assets Remaining in Fiduciary's Hands 166258.00 .00
04/25/06 Receipt 267165 23.00
04/25/06 1cc Consent to Attorney Fees .00
Margie A Titus
04/25/06 1ca Application for Attorney Fees 5.00
04/25/06 mem Memorandum in Support .00
04/25/06 fs Fee Schedule .00
04/25/06 1cb Entry Approving Attorney Fees 750.00 5.00
81.00
04/25/06 1cd Application for Fiduciary Fees 5.00
04/25/06 mem Memorandum in Support .00
04/25/06 fs Fee Schedule .00
04/25/06 1ce Entry Approving Fiduciary Fees 1137.16 5.00
04/25/06 fs Fee Schedule .00
04/25/06 Receipt 267172 20.00
04/26/06 13e Entry Setting Hearing on Account .00
06/06/06 13h Judgment entry approving partial account .00
03/27/07 13k Notice to file Account 0003984 1.00
04/16/07 13a Fiduciary's Partial Account 04 22.00
04/16/07 13.1 Receipts and Disbursements .00
04/16/07 13.2 Assets Remaining in Fiduciary's Hands 171612.33 .00
04/16/07 1cd Application for Fiduciary Fees 5.00
04/16/07 mem Memorandum in Support .00
04/16/07 1ce Entry Approving Fiduciary Fees 5.00
Margie A. Titus 1268.80
04/16/07 fs Fee Schedule .00
04/16/07 1ca Application for Attorney Fees 5.00
04/16/07 mem Memorandum in Support .00
04/16/07 fs Fee Schedule .00
04/16/07 1cc Consent to Attorney Fees .00
Margie A. Titus
04/16/07 1cb Entry Approving Attorney Fees 455.00 5.00
M. Jebb Linch 43.00
04/16/07 Receipt 287205 43.00
04/17/07 13e Entry Setting Hearing on Account .00
05/29/07 13h Judgment entry approving partial account .00
08/14/07 ci PHYSICAL INVENTORY 2007 .00
03/20/08 13k Notice to File Account 0003984 1.00
04/21/08 13a Fiduciary's Partial Account 5 22.00
04/21/08 13.1 Receipts and Disbursements .00
04/21/08 13.2 Assets Remaining in Fiduciary's Hands 173925.08 .00
04/21/08 1ca Application for Attorney Fees 5.00
04/21/08 1cb Entry Approving Attorney Fees 5.00
Jebb Linch 715.00
44.00
04/21/08 mem Memorandum in Support .00
04/21/08 fs Fee Schedule .00
04/21/08 1cc Consent to Attorney Fees .00
Margie Titus
04/21/08 1cd Application for Fiduciary Fees 5.00
04/21/08 mem Memorandum in Support .00
04/21/08 fs Fee Schedule .00
04/21/08 1ce Entry Approving Fiduciary Fees 5.00
Margie A. Titus 1399.21
04/21/08 fs Fee Schedule of Atll Attorney and .00
Trustee Fees
04/21/08 Receipt 307757 43.00
04/22/08 13e Entry Setting Hearing on Account .00
06/02/08 13h Judgment entry approving partial account .00
03/23/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/24/09 13k Notice to File Account 0003984 1.00
04/16/09 1cd Application for Fiduciary Fees 5.00
04/16/09 mem Memorandum in Support .00
04/16/09 fs Fee Schedule .00
04/16/09 1ce Entry Approving Fiduciary Fees 5.00
Margie A. Titus 1234.74
04/16/09 1ca Application for Attorney Fees 5.00
04/16/09 mem Memorandum in Support .00
04/16/09 fs Fee Schedule .00
04/16/09 1cc Consent to Attorney Fees .00
Margie A. Titus
04/16/09 1cb Entry Approving Attorney Fees 849.00 5.00
Jebb Linch 43.00
04/16/09 13a Fiduciary's Partial Account 06 22.00
04/16/09 13.1 Receipts and Disbursements .00
04/16/09 13.2 Assets Remaining in Fiduciary's Hands 174374.73 .00
04/16/09 Receipt 328642 43.00
04/17/09 13e Entry Setting Hearing on Account .00
05/28/09 13h Judgment Entry Approving Partial Account .00
03/17/10 13k Notice to File Account 0003984 1.00
04/22/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/28/10 1ca Application for Attorney Fees 5.00
04/28/10 mem Memorandum in Support .00
04/28/10 1cc Consent to Attorney Fees .00
Margie A. titus
04/28/10 fs Fee Schedule .00
04/28/10 1cb Entry Approving Attorney Fees 5.00
M. Jebb Linch 900.00
75.00
04/28/10 13a Fiduciary's Partial Account 07 22.00
04/28/10 13.1 Receipts and Disbursements .00
04/28/10 13.2 Assets Remaining in Fiduciary's Hands 174154.52 .00
04/28/10 cpi Confidential Personal Identifiers .00
04/28/10 1cd Application for Fiduciary Fees 5.00
04/28/10 mem Memorandum in Support .00
04/28/10 fs Fee Schedule .00
04/28/10 1ce Entry Approving Fiduciary Fees 5.00
Margie A. Titus 1154.84
04/28/10 Receipt 350408 43.00
04/29/10 13e Entry Setting Hearing on Account .00
06/09/10 13h Judgment Entry Approving Partial Account .00
02/09/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/29/11 13k Notice to File Account 0003984 1.00
04/22/11 1ca Application for Attorney Fees 5.00
04/22/11 1cb Entry Approving Attorney Fees 5.00
M. Jebb Linch 945.00
100.00
04/22/11 mem Memorandum in Support .00
04/22/11 fs Fee Schedule .00
04/22/11 1cc Consent to Attorney Fees .00
Margie A. Titus
04/22/11 1cd Application for Fiduciary Fees 5.00
04/22/11 1ce Entry Approving Fiduciary Fees 5.00
Margie A. Titus 1187.27
04/22/11 fs Fee Schedule .00
04/22/11 13a Fiduciary's Partial Account 08 22.00
04/22/11 13.1 Receipts and Disbursements .00
04/22/11 13.2 Assets Remaining in Fiduciary's Hands 177397.16 .00
04/22/11 cpi Confidential Personal Identifiers .00
04/22/11 Receipt 371923 43.00
04/25/11 13e Entry Setting Hearing on Account .00
06/06/11 13h Judgment Entry Approving Partial Account .00
03/26/12 13k Notice to File Account 0003984 1.00
05/01/12 13a Fiduciary's Partial Account 09 22.00
05/01/12 13.1 Receipts and Disbursements .00
05/01/12 13.2 Assets Remaining in Fiduciary's Hands 177444.65 .00
05/01/12 cpi Confidential Personal Identifiers .00
05/01/12 1cd Application for Fiduciary Fees 5.00
05/01/12 1ce Entry Approving Fiduciary Fees 1051.31 5.00
Margie Titus
05/01/12 fs Fee Schedule .00
05/01/12 1ca Application for Attorney Fees 5.00
05/01/12 1cb Entry Approving Attorney Fees 690.00 5.00
Jebb Linch 100.00
05/01/12 fs Fee Schedule .00
05/01/12 Receipt 393811 43.00
05/02/12 13e Entry Setting Hearing on Account .00
06/12/12 13h Judgment Entry Approving Partial Account .00
09/26/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/11/13 cb COST BILL .00
01/11/13 igf Indigent Guardianship Fund 30.00
01/11/13 10 Application for Appointment of Trustee .00
01/11/13 11 Fiduciary's Acceptance .00
01/11/13 15 Entry Accepting Jurisdiction 5.00
01/11/13 adl Additional Letters of Authority 5.00
01/11/13 Receipt 408119 40.00
02/22/13 cb COST BILL .00
02/22/13 igf Indigent Guardianship Fund 30.00
02/22/13 adl Additional Letters of Authority 4.00
02/22/13 m Motion For Court To Authorize Creation .00
Of Special Needs Trust From Testamentary
Trust
02/22/13 mem Memorandum in Support .00
02/22/13 e Entry Authorizing Creation Of Special 5.00
Needs Trust
02/22/13 app Application For Authority To Fund .00
Special Needs Trust
02/22/13 e Entry Authorizing Funding Of Special 5.00
Needs Trust
02/22/13 10 Application for Appointment of Trustee .00
02/22/13 11 Fiduciary's Acceptance .00
02/22/13 13 Entry Appointing Trustee, Letters of 5.00
Authority
CHANDLER, ROBERT L (fidy)
02/22/13 misc The Lloyd R. Brophy Irrevocable Special .00
Needs Trust
02/22/13 02 Forms 10.00
02/22/13 03 Docketing & Index 15.00
02/22/13 04 Computerized Legal Research 3.00
02/22/13 05 Computer Fee 10.00
02/22/13 08 Dispute Resolution Fund 10.00
02/22/13 Receipt 410603 97.00
03/05/13 13.0 Fiduciary's Final Account 10 22.00
TITUS, MARGIE A. (fidy)
03/05/13 13.1 Receipts and Disbursements 0.00 .00
03/05/13 Receipt 411153 22.00
03/06/13 13e Entry Setting Hearing on Account .00
03/13/13 16a Application to Deposit Assets in Lieu of .00
Bond
03/13/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 108647.11
001
03/13/13 50k Application to Amend Letters of .00
Authority
03/13/13 50l Entry Amending Letters of Authority 5.00
03/13/13 adl Additional Letters of Authority 5.00
03/13/13 16a Application to Deposit Assets in Lieu of .00
Bond
03/13/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 47772.36
002
03/13/13 16b Entry Ordering Deposit of Assets PNC .00
In Lieu of Bond 20893.26
003
03/13/13 cc Certified Copy 2.00
03/13/13 Receipt 411681 22.00
04/16/13 13i Judgment Entry Approving Final Account .00
04/16/13 13.7 Entry Extending Accounting Until .00
Further Order by the Court
04/23/13 16c Verification of Receipt or Deposit PNC .00
47773.10
002 Y
04/23/13 16c Verification of Receipt or Deposit PNC .00
20898.05
003 Y
06/11/13 15a Application for Authority to Expend 11033.40 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
pre-need funeral arrangements
06/11/13 att Attachments .00
06/11/13 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
06/11/13 Receipt 416827 16.00
06/19/13 16a Application to Deposit Assets in Lieu of .00
Bond
06/19/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 444.00
004
06/19/13 cc Certified Copy 1.00
06/19/13 Receipt 417362 6.00
06/26/13 16c Verification of Receipt or Deposit PNC .00
444.00
004 Y
11/19/13 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/19/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 108647.11
005
11/19/13 cc Certified Copy 2.00
11/19/13 app Application For Authority To Fund Supplemental .00
Special Needs Trust To Amend Release Of
Annuity
11/19/13 e Entry 5.00
11/19/13 Receipt 425893 12.00
12/02/13 16c Verification of Receipt or Deposit PNC .00
109349.53
005 Y
01/21/14 13r Custodial Year End Report 2013 PNC .00
167436.87
02/27/14 1ca Application for Attorney Fees 5.00
02/27/14 1cb Entry Approving Attorney Fees 5900.00 5.00
Jay E. Michael 285.50
02/27/14 fs Fee Schedule 2.00
02/27/14 Receipt 431007 12.00
03/04/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/04/14 15b Entry Authorizing Expenditure of Funds 125.00 .00
(Custodial)
03/04/14 att Attachments .00
03/04/14 Receipt 431251 16.00
06/05/14 1cd Application for Fiduciary Fees 5.00
(extraordinary fees)
06/05/14 1ce Entry Approving Fiduciary Fees 5.00
Robert Chandler 2395.80
06/05/14 cc Certified Copy 1.00
06/05/14 Receipt 436580 11.00
09/25/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/24/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/24/15 15b Entry Authorizing Expenditure of Funds 225.00 .00
(Custodial)
03/24/15 Receipt 452255 16.00
04/07/15 misc copy of document filed under case .00
#493334
04/08/15 13r Custodial Year End Report 2014 PNC .00
152803.57
06/16/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
07/27/15 1cd Application for Fiduciary Fees 5.00
Extraordinary
07/27/15 1ce Entry Approving Fiduciary Fees 2264.04 5.00
Robert L. Chandler
07/27/15 cc Certified Copy 1.00
07/27/15 Receipt 459257 11.00
04/21/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/21/16 15b Entry Authorizing Expenditure of Funds 1400.00 .00
(Custodial)
04/21/16 att Attachments .00
04/21/16 Receipt 474293 16.00
05/11/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/01/16 13r Custodial Year End Report 2015 PNC .00
150331.00
08/18/16 1cd Application for Fiduciary Fees 5.00
08/18/16 1ce Entry Approving Fiduciary Fees 2300.00 5.00
08/18/16 Receipt 481139 10.00
05/12/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendents
Rule 38
05/16/17 13r Custodial Year End Report 2016 PNC .00
146645.89
09/25/17 1ca Application for Attorney Fees 10.00
09/25/17 1cc Consent to Attorney Fees .00
Robert L. Chandler
09/25/17 fs Fee Schedule .00
09/25/17 morf Magistrate's Order Regarding Fees 2655.00 .00
Jay Michael
09/25/17 1cd Application for Fiduciary Fees 10.00
09/25/17 morf Magistrate's Order Regarding Fees 2500.00 .00
Robert Chandler
09/25/17 Receipt 503534 20.00
09/29/17 morf Magistrate's Order Regarding Fees amended .00
2703.00
09/29/17 cc Certified Copy 1.00
09/29/17 Receipt 503851 1.00
01/30/18 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
01/30/18 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 2500.00
006
Suffron
01/30/18 cc Certified Copy 1.00
01/30/18 app Application For Authority To Fund .00
Special Needs Trust
01/30/18 e Entry Suffron 5.00
01/30/18 Receipt 509973 11.00
04/12/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/20/18 13r Custodial Year End Report 2017 PNC .00
141457.50
03/27/19 13r Custodial Year End Report 2018 PNC .00
143971.87
04/22/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
04/22/19 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 2710.84
007
04/22/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
04/22/19 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 77.26
008
04/22/19 cc Certified Copy 2.00
04/22/19 Receipt 534652 12.00
08/14/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/15/19 1ca Application for Attorney Fees 3997.50 10.00
Jay E. Michael 131.00
10/15/19 1cc Consent to Attorney Fees .00
Robert L. Chandler
10/15/19 fs Fee Schedule .00
10/15/19 15a Application for Authority to Expend 3500.00 16.00
Funds from Custodial Account. (Includes 4128.50
costs for Entry and Certification)
10/15/19 1cd Application for Fiduciary Fees 3500.00 10.00
(Extraordinary)
10/15/19 Receipt 544577 36.00
10/22/19 16c Verification of Receipt or Deposit PNC .00
2710.84
007 Y
10/22/19 16c Verification of Receipt or Deposit PNC .00
77.26
008 Y
10/23/19 morf Magistrate's Order Regarding Fees 3500.00 .00
Morris
10/23/19 morf Magistrate's Order Regarding Fees 4128.50 .00
Morris
10/23/19 cos Certificate of Service .00
Jay E. Michael
10/25/19 15b Entry Authorizing Expenditure of Funds 4128.50 .00
(Custodial) 3500.00
12/03/19 33 Application to Terminate Custodial 10.00
Account(s)
Ward is deceased
12/03/19 dc Death Certificate .00
Brophy, Lloyd Richard
12/03/19 33e Entry Terminating Custodial Account(s) y 5.00
and Dispensing With Accounting
12/03/19 cc Certified Copy 1.00
12/03/19 Receipt 547159 16.00
02/12/20 op - stat only .00
02/12/20 13x Custodial Year End Report 2019 PNC .00
0.00
02/12/20 99 Case Closed .00
BALANCE DUE .00
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