Case Docket

Case Number: 502835  
Case Type: T  TRUST
Case Subtype: WD  WRONGFUL DEATH TRUST
Name : THOMAS, KYLE V.
AKA :


Date Code Description Reference Receipt Cost
05/28/04 01 Case Number (Daily Reporter) 10.00
05/28/04 02 Forms 10.00
05/28/04 03 Docketing & Index 15.00
05/28/04 04 Computerized Legal Research 3.00
05/28/04 05 Computer Fee 10.00
05/28/04 08 Dispute Resolution Fund 10.00
05/28/04 cb COST BILL .00
05/28/04 igf Indigent Guardianship Fund 30.00
05/28/04 adl Additional Letters of Authority 5.00
05/28/04 10 Application for Appointment of Trustee .00
05/28/04 11 Fiduciary's Acceptance .00
05/28/04 13 Entry Appointing Trustee, Letters of 5.00
Authority
THOMAS, ARTHUR LEE (fidy)
05/28/04 misc Wrongful Death Trust Declaration .00
05/28/04 16a Application to Deposit Assets in Lieu of .00
Bond
05/28/04 16b Entry Ordering Deposit of Assets In Lieu 135000.00 5.00
of Bond Natl City
05/28/04 cc Certified Copy 1.00
05/28/04 Receipt 227047 104.00
07/02/04 16c Verification of Receipt or Deposit 135000.00 .00
1576679304 NCB
07/02/04 6.0 Inventory 135000.00 7.00
07/02/04 Receipt 229035 7.00
07/02/04 13.7 Entry Extending Accounting Until .00
Further Order by the Court
07/02/04 13o Entry Extending Time to File Account 04/30/2022 .00
04/07/05 nc Notice of Change of Address of: .00
trustees new address
16440 Smith Road
Fredericktown Ohio 43019 Ph#740-694-0823
04/07/05 15a Application for Authority to Expend 10.00
Funds
04/07/05 15b Entry Authorizing Expenditure of Funds 98.00 5.00
5.00
30.00
04/07/05 att Attachments .00
04/07/05 cc Certified Copy 1.00
04/07/05 Receipt 244564 16.00
04/20/05 13r Custodial Depository Verification Natl City .00
acct #1576679304 135755.99
balance as of 12-31-04
04/29/05 15a Application for Authority to Expend 10.00
Funds
04/29/05 15b Entry Authorizing Expenditure of Funds 724.14 5.00
trustee fees for Arthur Lee Thomas 251.50
atty fees for George M. Hoffman
04/29/05 att Attachments .00
04/29/05 cc Certified Copy 1.00
04/29/05 Receipt 245919 16.00
06/30/05 ci PHYSICAL INVENTORY 2005 .00
03/14/06 15a Application for Authority to Expend 10.00
Funds
03/14/06 15b Entry Authorizing Expenditure of Funds 869.62 5.00
fees 348.92
03/14/06 att Attachments .00
03/14/06 cc Certified Copy 1.00
03/14/06 Receipt 264642 16.00
03/17/06 15a Application for Authority to Expend 10.00
Funds
03/17/06 15b Entry Authorizing Expenditure of Funds 287.00 5.00
taxes & accountant 30.00
03/17/06 cc Certified Copy 1.00
03/17/06 Receipt 264951 16.00
10/13/06 13r Custodial Year End Report NCB .00
ACCT #1576679304 137,668.71
Ending Balance as of 12/31/2005
03/01/07 13r Custodial Year End Report - 2006 Natl City .00
acct #1576679304 141186.82
03/06/07 15a Application for Authority to Expend 10.00
Funds
03/06/07 15b Entry Authorizing Expenditure of Funds 5.00
03/06/07 att Attachments .00
03/06/07 cc Certified Copy 1.00
03/06/07 Receipt 284792 16.00
10/02/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/29/08 13r Custodial Year End Report - 2007 NCB .00
SAV ACCT #9304 143,411.75
02/21/08 15a Application for Authority to Expend 10.00
Funds
02/21/08 15b Entry Authorizing Expenditure of Funds 5.00
02/21/08 att Attachments .00
02/21/08 cc Certified Copy 2.00
02/21/08 Receipt 304216 17.00
09/30/08 16a Application to Deposit Assets in Lieu of .00
Bond
09/30/08 16b Entry Ordering Deposit of Assets In Lieu 70000.00 5.00
of Bond Key Bank
09/30/08 cc Certified Copy 1.00
09/30/08 Receipt 317372 6.00
10/14/08 16c Verification of Receipt or Deposit KEY BANK .00
Acct. # 1197 (Savings) $70,000.00
02/26/09 15a Application for Authority to Expend 10.00
Funds
02/26/09 15b Entry Authorizing Expenditure of Funds 850.93 5.00
trustee fees to Arthur Lee Thomas 658.48
atty fees to George M. Hoffman 185.00
C.L. Becker & accoc for accounting serv
02/26/09 fs Fee Schedule .00
02/26/09 cc Certified Copy 1.00
02/26/09 Receipt 325719 16.00
03/24/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/30/09 16a Application to Deposit Assets in Lieu of .00
Bond
04/30/09 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 542.00
04/30/09 cc Certified Copy 1.00
04/30/09 Receipt 329476 6.00
05/07/09 16c Verification of Receipt or Deposit PNC .00
Acct #: 9304 SA 542.00
(BALANCE $72,020.43)
07/30/09 13r Custodial Year End Report 2008 PNC .00
72983.61
10/21/09 13r Custodial Year End Report 2008 KEY .00
70239.93
04/01/10 15a Application for Authority to Expend 10.00
Funds
04/01/10 15b Entry Authorizing Expenditure of Funds 788.58 5.00
trustee fees to Arthur Lee Thomas 514.85
atty fees to George M. Hoffman 186.00
C.L. Becker & Associates
04/01/10 fs Fee Schedule .00
04/01/10 cc Certified Copy 1.00
04/01/10 Receipt 348819 16.00
04/23/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/07/10 16a Application to Deposit Assets in Lieu of .00
Bond
05/07/10 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 134.00
002
05/07/10 16b Entry Ordering Deposit of Assets KEY .00
In Lieu of Bond 5.00
003
05/07/10 cc Certified Copy 1.00
05/07/10 Receipt 351094 6.00
05/17/10 16c Verification of Receipt or Deposit KEY .00
135.00
002 N
05/17/10 16c Verification of Receipt or Deposit KEY .00
5.00
003 Y
09/21/10 13r Custodial Year End Report 2009 PNC .00
72352.66
09/21/10 13x Custodial Year End Report 2010 PNC .00
0.00
09/21/10 16n INFORMATION DOCKET ONLY PNC .00
Custodial Deposit/New Account Number 2619.00
004
09/21/10 16c Verification of Receipt or Deposit PNC .00
72409.56
004 y
12/20/10 13r Custodial Year End Report 2009 KEY .00
70672.98
02/10/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/24/11 15a Application for Authority to Expend 10.00
Funds
03/24/11 15b Entry Authorizing Expenditure of Funds 710.36 5.00
trustee fees, atty fees, accounting fees 671.95
195.00
03/24/11 att Attachments .00
03/24/11 cc Certified Copy 1.00
03/24/11 Receipt 370028 16.00
06/13/11 13r Custodial Year End Report 2010 KEY .00
69497.30
09/19/11 13r Custodial Year End Report 2010 PNC .00
72595.59
01/18/12 16a Application to Deposit Assets in Lieu of .00
Bond
01/18/12 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 87.00
005
01/18/12 cc Certified Copy 1.00
01/18/12 Receipt 387397 6.00
02/07/12 16c Verification of Receipt or Deposit KEY .00
87.00
005 Y
03/09/12 13r Custodial Year End Report 2011 PNC .00
72721.71
03/30/12 15a Application for Authority to Expend 10.00
Funds
03/30/12 15b Entry Authorizing Expenditure of Funds 5.00
03/30/12 att Attachments .00
03/30/12 cc Certified Copy 1.00
03/30/12 Receipt 391915 16.00
06/04/12 16a Application to Deposit Assets in Lieu of .00
Bond
06/04/12 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 57.00
006
06/04/12 cc Certified Copy 1.00
06/04/12 Receipt 395728 6.00
07/09/12 16c Verification of Receipt or Deposit KEY .00
57.00
006 Y
07/13/12 13r Custodial Year End Report 2011 KEY .00
68044.15
10/03/12 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
72812.25
03/14/13 13r Custodial Year End Report 2012 KEY .00
66873.64
03/22/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/22/13 15b Entry Authorizing Expenditure of Funds 685.27 .00
(Custodial) 877.94
151.85
03/22/13 att Attachments .00
03/22/13 Receipt 412295 16.00
07/08/13 16a Application to Deposit Assets in Lieu of .00
Bond
07/08/13 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 35.00
007
07/08/13 cc Certified Copy 1.00
07/08/13 Receipt 418283 6.00
07/08/13 Void Receipt 418283 6.00
07/08/13 Receipt 418314 6.00
07/22/13 16c Verification of Receipt or Deposit KEY .00
35.00
007 Y
03/06/14 13r Custodial Year End Report 2013 KEY .00
65226.30
03/20/14 13r Custodial Year End Report 2013 PNC .00
72880.87
04/04/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/04/14 15b Entry Authorizing Expenditure of Funds 668.60 .00
(Custodial) 640.29
152.00
04/04/14 att Attachments .00
04/04/14 Receipt 433123 16.00
10/02/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/23/15 13r Custodial Year End Report 2014 PNC .00
72947.65
03/23/15 13r Custodial Year End Report 2014 KEY .00
63797.33
03/27/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/27/15 15b Entry Authorizing Expenditure of Funds 690.87 .00
(Custodial) 704.95
114.50
03/27/15 fs Fee Schedule .00
03/27/15 Receipt 452495 16.00
03/27/15 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/27/15 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 27.00
008
03/27/15 cc Certified Copy 1.00
03/27/15 Receipt 452499 6.00
05/29/15 16c Verification of Receipt or Deposit KEY .00
27.00
008 Y
06/16/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/18/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/18/15 15b Entry Authorizing Expenditure of Funds 11627.50 .00
(Custodial) 400.00
08/18/15 Receipt 460582 16.00
10/02/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/02/15 15b Entry Authorizing Expenditure of Funds 613.64 .00
(Custodial)
10/02/15 eb Exhibit A .00
10/02/15 Receipt 463208 16.00
11/20/15 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/20/15 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 20.00
009
11/20/15 cc Certified Copy 1.00
11/20/15 Receipt 465834 6.00
12/23/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/23/15 15b Entry Authorizing Expenditure of Funds 7380.50 .00
(Custodial)
12/23/15 Receipt 467520 16.00
01/19/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/19/16 15b Entry Authorizing Expenditure of Funds 300.00 .00
(Custodial)
01/19/16 Receipt 468710 16.00
03/18/16 13r Custodial Year End Report 2015 KEY .00
40341.38
03/25/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/25/16 att Attachments 1.00
03/25/16 15b Entry Authorizing Expenditure of Funds 612.79 .00
(Custodial) 2276.00
127.00
03/25/16 Receipt 472653 17.00
05/11/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
07/22/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/22/16 15b Entry Authorizing Expenditure of Funds 11044.00 .00
(Custodial)
07/22/16 Receipt 479551 16.00
09/01/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/01/16 15b Entry Authorizing Expenditure of Funds 448.05 .00
(Custodial)
09/01/16 Receipt 481923 16.00
09/22/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/22/16 15b Entry Authorizing Expenditure of Funds 2500.00 .00
(Custodial)
09/22/16 Receipt 483059 16.00
10/31/16 13r Custodial Year End Report 2015 PNC .00
73035.23
12/20/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/20/16 15b Entry Authorizing Expenditure of Funds see .00
(Custodial) application
12/20/16 att Attachments .00
12/20/16 Receipt 487986 16.00
01/12/17 13r Custodial Year End Report 2016 KEY .00
8903.74
01/20/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/20/17 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
01/20/17 Receipt 489493 16.00
03/10/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/10/17 15b Entry Authorizing Expenditure of Funds see .00
(Custodial) application
03/10/17 att Attachments 1.00
03/10/17 Receipt 492401 17.00
04/06/17 13r Custodial Year End Report 2016 PNC .00
73118.50
05/15/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/30/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/30/18 15b Entry Authorizing Expenditure of Funds See Attach .00
(Custodial)
03/30/18 fs Fee Schedule .00
03/30/18 ex Extra Pages 2.00
03/30/18 Receipt 513545 18.00
04/12/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/29/18 13r Custodial Year End Report 2017 KEY .00
2752.63
06/15/18 13r Custodial Year End Report 2017 PNC .00
73191.44
09/14/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/14/18 15b Entry Authorizing Expenditure of Funds 1231.51 .00
(Custodial) 246.66
09/14/18 Receipt 522954 16.00
01/04/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/04/19 15b Entry Authorizing Expenditure of Funds 2410.02 .00
(Custodial) 400.00
01/04/19 Receipt 528534 16.00
03/15/19 13r Custodial Year End Report 2018 PNC .00
71786.13
03/22/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/22/19 att Attachments .00
03/22/19 15b Entry Authorizing Expenditure of Funds 376.21 .00
(Custodial) 1965.47
190.00
03/22/19 Receipt 532873 16.00
04/18/19 13r Custodial Year End Report 2018 KEY .00
893.17
07/26/19 nc Notice of Change of Address of: Trustee .00
Arthur Lee Thomas
08/23/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/20 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
01/23/20 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 74431.00
PNC Bank 010
01/23/20 cc Certified Copy 2.00
01/23/20 Receipt 549808 7.00
01/24/20 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
01/24/20 16ba Amended Entry Ordering Deposit of PNC 5.00
Assets in Lieu of Bond 900.00
PNC Bank 010
01/24/20 cc Certified Copy 2.00
01/24/20 Receipt 549924 7.00
02/18/20 13r Custodial Year End Report 2019 PNC .00
66502.61
03/11/20 13r Custodial Year End Report 2019 KEY .00
749.89
04/14/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/05/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/05/20 att Attachments .00
05/05/20 15b Entry Authorizing Expenditure of Funds 374.89 .00
(Custodial) 1084.32
05/05/20 l LETTER: cover 04/27/2020 .00
05/05/20 Receipt 554574 16.00
03/08/21 13x Custodial Year End Report 2020 KEY .00
0.00
03/30/21 13r Custodial Year End Report 2020 PNC .00
65793.37
05/06/21 1ca Application for Attorney Fees 10.00
Carlile Patchen and Murphy LLP
05/06/21 1cb Entry Approving Attorney Fees 1261.00 .00
75.00
05/06/21 1cc Consent to Attorney Fees .00
05/06/21 fs Fee Schedule .00
05/06/21 Receipt 571572 10.00
05/14/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/14/21 att Attachments .00
05/14/21 15b Entry Authorizing Expenditure of Funds 368.39 .00
(Custodial) 1336.00
05/14/21 Receipt 571941 16.00
06/30/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/21/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/21/22 att Attachments .00
03/21/22 Receipt 586939 16.00
03/30/22 13r Custodial Year End Report 2021 PNC .00
64095.49
03/31/22 21k Notice to Close Custodial Account(s) 1.00
04/25/22 15b Entry Authorizing Expenditure of Funds 368.45 .00
(Custodial) 712.50
08/12/22 l LETTER: cover 08/01/2022 .00
08/12/22 1ca Application for Attorney Fees 10.00
Carlile Patchen & Murphy LLP
08/12/22 1cc Consent to Attorney Fees .00
Jade B N Lowe
08/12/22 fs Fee Schedule .00
08/12/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/12/22 att Attachments .00
08/12/22 dl Copy of Driver's License of: .00
Lowe, Jade Belinda Nicole
08/12/22 33 Application to Terminate Custodial 10.00
Account(s)
Set for Hearing
08/12/22 50o Receipt and Release of All Claims 60828.06 .00
PNC Bank
08/15/22 Receipt 594285 37.00
08/16/22 Pay out made through bookkeeper # 0000073023 .00
ACCT #: 000000000209 7.00
09/02/22 mo Magistrate's Order Setting Hearing 10/04/2022 5.00
10:00 AM
09/02/22 eb Exhibit A .00
09/02/22 cos Certificate of Service .00
09/12/22 Receipt 595744 5.00
10/06/22 morf Magistrate's Order Regarding Atty Fees 1648.90 .00
10/06/22 morf Magistrate's Order Regarding Trustee 320.48 .00
Fees
10/06/22 50n Entry Terminating and Dispensing with y .00
Final Account
THOMAS, ARTHUR LEE (fidy)
10/10/22 op stat only .00
10/10/22 50o Receipt and Release of All Claims 60828.06 .00
PNC Bank
10/10/22 att Attachments .00
10/10/22 99 Case Closed .00
12/01/22 op stat only .00
12/01/22 50o Receipt and Release of All Claims 61045.16 .00
PNC Bank
12/01/22 cc Certified Copy 1.00
12/01/22 33 Application to Terminate Custodial AMENDED 10.00
Account(s)
12/01/22 50o Receipt and Release of All Claims 61045.16 .00
PNC Bank
12/01/22 e Entry Terminating Custodial Account(s) TAS 5.00
and Dispensing With Accounting
12/01/22 Receipt 599779 10.00
12/01/22 Receipt 599780 6.00
12/01/22 99 Case Closed .00
07/27/23 op Entry Re-Opening Case .00
07/27/23 13x Custodial Year End Report 2022 PNC .00
0.00
07/27/23 99 Case Closed .00
BALANCE DUE .00
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