Case Docket

Case Number: 513898  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : ANDERSON, GARY DEE
AKA :


Date Code Description Reference Receipt Cost
01/24/06 01 Case Number (Daily Reporter) 10.00
01/24/06 02 Forms 10.00
01/24/06 03 Docketing & Index 15.00
01/24/06 04 Computerized Legal Research 3.00
01/24/06 05 Computer Fee 10.00
01/24/06 08 Dispute Resolution Fund 10.00
01/24/06 cb COST BILL .00
01/24/06 adl Additional Letters of Authority 2.00
01/24/06 10 Application for Appointment of Trustee .00
01/24/06 m Motion for court to authorize creation .00
of special needs trust
01/24/06 mem Memorandum in Support .00
01/24/06 e Entry 5.00
01/24/06 11 Fiduciary's Acceptance .00
01/24/06 4.2 Fiduciary's Bond/Ohio Casualty Ins. 243000.00 .00
palm-miller
R. Prater
01/24/06 bapm Bond Application for Palmer Miller .00
01/24/06 13 Entry Appointing Trustee, Letters of 5.00
Authority
JUHOLA, MICHAEL D. (fidy)
01/24/06 misc The Gary Dee Anderson Irrevocable .00
Special Needs Trust
01/24/06 igf Indigent Guardianship Fund 30.00
01/24/06 Receipt 261653 100.00
01/24/06 dr Digital Record of Hearing WAR .00
01/24/2006 22A
Time: 2:02:56-2:31:16 p.m.
02/24/06 6.0 Inventory 121479.89 7.00
02/24/06 15a Application for Authority to Expend 10.00
Funds
02/24/06 15b Entry Authorizing Expenditure of Funds 5.00
02/24/06 Receipt 263566 22.00
03/08/06 1ca Application for Attorney Fees 5.00
03/08/06 1cb Entry Approving Attorney Fees 2500.00 5.00
Richard T. Taps 110.00
03/08/06 1cc Consent to Attorney Fees .00
Michael D. Juhola
03/08/06 fs Fee Schedule .00
03/08/06 cc Certified Copy 1.00
03/08/06 Receipt 264355 11.00
03/28/06 15a Application for Authority to Expend 10.00
Funds
03/28/06 15b Entry Authorizing Expenditure of Funds 6650.00 5.00
roof on residence where ward lives
03/28/06 att Attachments .00
03/28/06 Receipt 265518 15.00
05/03/06 15a Application for Authority to Expend 10.00
Funds
05/03/06 15b Entry Authorizing Expenditure of Funds 3248.01 5.00
1598.44
42.50/yr
4528.56 900.00/yr
05/03/06 att Attachments .00
05/03/06 Receipt 267655 15.00
06/28/06 15a Application for Authority to Expend 10.00
Funds
06/28/06 15b Entry Authorizing Expenditure of Funds 7300.65 5.00
new wheelchair
06/28/06 att Attachments .00
06/28/06 Receipt 270921 15.00
08/30/06 15a Application for Authority to Expend 10.00
Funds
08/30/06 15b Entry Authorizing Expenditure of Funds 2443.77 5.00
08/30/06 att Attachments .00
08/30/06 Receipt 274686 15.00
12/27/06 13k Notice to file Account 0022003 1.00
01/05/07 sc Substitution of Counsel 0010709 .00
01/16/07 1cd Application for Fiduciary Fees 5.00
& Atty Fees
01/16/07 1ce Entry Approving Fiduciary Fees 5.00
& Atty Fees
Michael Juhola 2704.26
2250.00
01/16/07 13a Fiduciary's Partial Account 01 22.00
01/16/07 13.1 Receipts and Disbursements .00
01/16/07 13.2 Assets Remaining in Fiduciary's Hands 77998.66 .00
01/16/07 1b Application to Reduce Bond 5.00
01/16/07 1be Entry to Reduce Bond 161000.00 5.00
Palmer/Mille
01/16/07 cc Certified Copy 1.00
01/16/07 Receipt 281973 44.00
01/17/07 13e Entry Setting Hearing on Account .00
02/27/07 13h Judgment entry approving partial account .00
04/04/07 15a Application for Authority to Expend 10.00
Funds
04/04/07 15b Entry Authorizing Expenditure of Funds 75.00 5.00
tax preparation
04/04/07 att Attachments .00
04/04/07 Receipt 286536 15.00
06/01/07 15a Application for Authority to Expend 10.00
Funds
06/01/07 15b Entry Authorizing Expenditure of Funds 5.00
06/01/07 att Attachments .00
06/01/07 Receipt 289944 15.00
08/15/07 15a Application for Authority to Expend 10.00
Funds
08/15/07 15b Entry Authorizing Expenditure of Funds 965.26 5.00
Columbus Medical Equipment - wheelchair
08/15/07 att Attachments .00
08/15/07 Receipt 294156 15.00
10/02/07 15a Application for Authority to Expend 10.00
Funds
10/02/07 15b Entry Authorizing Expenditure of Funds 950.00 5.00
replace broken garage door
10/02/07 Receipt 296834 15.00
11/14/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/10/07 15a Application for Authority to Expend 10.00
Funds
12/10/07 15b Entry Authorizing Expenditure of Funds 9554.62 5.00
Prepaid Funeral
12/10/07 att Attachments .00
12/10/07 Receipt 300372 15.00
12/19/07 13k Notice to File Account 0010709 1.00
01/04/08 1b Application to Reduce Bond 5.00
01/04/08 1be Entry to Reduce Bond 120000.00 5.00
Palmer/Mille
01/04/08 1cd Application for Fiduciary Fees 5.00
& Atty Fees
01/04/08 1ce Entry Approving Fiduciary Fees 5.00
& Atty Fees
Michael D. Juhola 1598.87
1406.25
01/04/08 13a Fiduciary's Partial Account 02 22.00
01/04/08 13.1 Receipts and Disbursements .00
01/04/08 13.2 Assets Remaining in Fiduciary's Hands 57475.98 .00
01/04/08 Receipt 301582 43.00
01/07/08 13e Entry Setting Hearing on Account .00
02/19/08 13h Judgment entry approving partial account .00
12/08/08 13k Notice to File Account 0010709 1.00
01/20/09 1b Application to Reduce Bond 5.00
01/20/09 1be Entry to Reduce Bond 84000.00 5.00
Palmer/Mille
01/20/09 1cd Application for Fiduciary Fees 5.00
& Atty Fees
01/20/09 1ce Entry Approving Fiduciary Fees 5.00
& Atty Fees
Michael D. Juhola 1169.76
1080.00
01/20/09 13a Fiduciary's Partial Account 03 22.00
01/20/09 13.1 Receipts and Disbursements .00
01/20/09 13.2 Assets Remaining in Fiduciary's Hands 41241.82 .00
01/20/09 Receipt 323386 43.00
01/21/09 13e Entry Setting Hearing on Account .00
03/03/09 13h Judgment Entry Approving Partial Account .00
03/31/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/22/09 15a Application for Authority to Expend 10.00
Funds
04/22/09 15b Entry Authorizing Expenditure of Funds 5450.00 5.00
rear deck & ramp installation, widen 1850.00
kitchen acces, replace kitchen carpet 2750.00
with laminate flooring
04/22/09 att Attachments .00
04/22/09 Receipt 328941 15.00
06/15/09 15a Application for Authority to Expend 10.00
Funds
06/15/09 15b Entry Authorizing Expenditure of Funds 5.00
install lattice work and seal deck 675.00
06/15/09 att Attachments .00
06/15/09 Receipt 332020 15.00
09/08/09 15a Application for Authority to Expend 10.00
Funds
09/08/09 15b Entry Authorizing Expenditure of Funds 1060.00 5.00
new carpeting, kitchen floor, Cols. 1500.00
Medical Equiptment, faucet 320.00
175.00
09/08/09 Receipt 337025 15.00
12/22/09 13ek eNotice to File Account 0010709 .00
02/02/10 13a Fiduciary's Partial Account 4 22.00
02/02/10 13.1 Receipts and Disbursements .00
02/02/10 13.2 Assets Remaining in Fiduciary's Hands 25717.56 .00
02/02/10 cpi Confidential Personal Identifiers .00
02/02/10 1b Application to Reduce Bond 5.00
02/02/10 1be Entry to Reduce Bond 52000.00 5.00
PalmerMiller
02/02/10 1ca Application for Attorney Fees 5.00
02/02/10 1cb Entry Approving Attorney Fees 5.00
Michael Juhola 1437.50
02/02/10 1cd Application for Fiduciary Fees 5.00
02/02/10 1ce Entry Approving Fiduciary Fees 5.00
Michael Juhola 1044.44
02/02/10 fs Fee Schedule .00
02/02/10 Receipt 345139 52.00
02/03/10 13e Entry Setting Hearing on Account .00
03/16/10 13h Judgment Entry Approving Partial Account .00
06/23/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/28/10 15a Application for Authority to Expend 10.00
Funds
06/28/10 15b Entry Authorizing Expenditure of Funds 1650.00 5.00
wheelchair & car repairs 6585.12
06/28/10 att Attachments .00
06/28/10 Receipt 354213 15.00
01/04/11 13ek eNotice to File Account 0010709 .00
02/16/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/17/11 13a Fiduciary's Partial Account 5 22.00
02/17/11 13.1 Receipts and Disbursements .00
02/17/11 13.2 Assets Remaining in Fiduciary's Hands 9547.67 .00
02/17/11 cpi Confidential Personal Identifiers .00
02/17/11 1b Application to Reduce Bond 5.00
02/17/11 1be Entry to Reduce Bond 40000.00 5.00
PalmerMiller
02/17/11 1ca Application for Attorney Fees 5.00
02/17/11 1cb Entry Approving Attorney Fees 5.00
Michael Juhola 1170.00
02/17/11 1cd Application for Fiduciary Fees 5.00
02/17/11 1ce Entry Approving Fiduciary Fees 5.00
Michael Juhola 970.25
02/17/11 Receipt 367827 52.00
02/18/11 13e Entry Setting Hearing on Account .00
04/04/11 13h Judgment Entry Approving Partial Account .00
01/18/12 13ek eNotice to File Account 0010709 .00
02/21/12 13a Fiduciary's Partial Account 06 22.00
02/21/12 13.1 Receipts and Disbursements .00
02/21/12 13.2 Assets Remaining in Fiduciary's Hands 7222.20 .00
02/21/12 cpi Confidential Personal Identifiers .00
02/21/12 1cd Application for Fiduciary Fees 5.00
and attorney fees
02/21/12 1ce Entry Approving Fiduciary Fees 5.00
and attorney fees 621.80
618.75
02/21/12 Receipt 389420 32.00
02/22/12 13e Entry Setting Hearing on Account .00
04/03/12 13h Judgment Entry Approving Partial Account .00
10/29/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/23/13 13ek eNotice to File Account 0010709 .00
01/31/13 13a Fiduciary's Partial Account 07 22.00
01/31/13 13.1 Receipts and Disbursements .00
01/31/13 13.2 Assets Remaining in Fiduciary's Hands 6009.57 .00
01/31/13 cpi Confidential Personal Identifiers .00
01/31/13 1ca Application for Attorney Fees 5.00
01/31/13 1cb Entry Approving Attorney Fees 1057.72 5.00
01/31/13 1cd Application for Fiduciary Fees 5.00
01/31/13 1ce Entry Approving Fiduciary Fees 5.00
01/31/13 fs Fee Schedule .00
01/31/13 Receipt 409282 42.00
02/01/13 13e Entry Setting Hearing on Account .00
03/14/13 13h Judgment Entry Approving Partial Account .00
01/02/14 13ek eNotice to File Account 0010709 .00
01/29/14 13a Fiduciary's Partial Account 08 22.00
01/29/14 13.1 Receipts and Disbursements .00
01/29/14 13.2 Assets Remaining in Fiduciary's Hands 3930.49 .00
01/29/14 1ca Application for Attorney Fees 5.00
01/29/14 1cb Entry Approving Attorney Fees 420.43 5.00
Michael Juhola 1039.18
01/29/14 1cd Application for Fiduciary Fees 5.00
01/29/14 1ce Entry Approving Fiduciary Fees 5.00
01/29/14 fs Fee Schedule .00
01/29/14 Receipt 429414 42.00
01/29/14 cpi Confidential Personal Identifiers .00
01/30/14 13e Entry Setting Hearing on Account .00
03/12/14 13h Judgment Entry Approving Partial Account .00
11/06/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/30/14 13ek eNotice to File Account 0010709 .00
02/02/15 13a Fiduciary's Partial Account 09 22.00
02/02/15 13.1 Receipts and Disbursements .00
02/02/15 13.2 Assets Remaining in Fiduciary's Hands 1365.78 .00
02/02/15 cpi Confidential Personal Identifiers .00
02/02/15 1cd Application for Fiduciary Fees 5.00
02/02/15 1ce Entry Approving Fiduciary Fees 271.02 5.00
Michael Juhola
02/02/15 1ca Application for Attorney Fees 5.00
02/02/15 1cb Entry Approving Attorney Fees 618.75 5.00
Michael Juhola
02/02/15 Receipt 449301 42.00
02/03/15 13e Entry Setting Hearing on Account .00
03/16/15 13h Judgment Entry Approving Partial Account .00
06/16/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/05/16 13ek eNotice to File Account 0010709 .00
02/08/16 13a Fiduciary's Partial Account 10 22.00
02/08/16 13.1 Receipts and Disbursements .00
02/08/16 13.2 Assets Remaining in Fiduciary's Hands 4872.05 .00
02/08/16 cpi Confidential Personal Identifiers .00
02/08/16 1ca Application for Attorney Fees 5.00
02/08/16 1cb Entry Approving Attorney Fees 252.00 5.00
Michael Juhola
02/08/16 1cd Application for Fiduciary Fees 5.00
02/08/16 1ce Entry Approving Fiduciary Fees 927.00 5.00
Michael Juhola
02/08/16 fs Fee Schedule .00
02/08/16 Receipt 469905 42.00
02/09/16 13e Entry Setting Hearing on Account .00
03/22/16 13h Judgment Entry Approving Partial Account .00
03/30/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/30/16 15bn Entry Authorizing Expenditure of Funds 710.70 5.00
(Non-Custodial)
03/30/16 Receipt 472905 15.00
05/12/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/10/17 13ek eNotice to File Account 0010709 .00
02/14/17 13m Citation to File Account 0010709 fidy 5.00
02/14/17 vcos Certificate of Service for Virtual Mail .00
02/14/17 vcs Virtual Service Mail Sent 5.35
Michael D Juhola 118315
02/16/17 1ca Application for Attorney Fees 10.00
02/16/17 fs Fee Schedule .00
02/16/17 morf Magistrate's Order Regarding Fees 975.00 .00
Michael Juhola
02/16/17 1cd Application for Fiduciary Fees 10.00
02/16/17 fs Fee Schedule .00
02/16/17 morf Magistrate's Order Regarding Fees 31.36 .00
Michael Juhola
02/16/17 13a Fiduciary's Partial Account 11 22.00
02/16/17 13.1 Receipts and Disbursements .00
02/16/17 13.2 Assets Remaining in Fiduciary's Hands 1217.61 .00
02/16/17 cpi Confidential Personal Identifiers .00
02/16/17 Receipt 491106 52.35
02/17/17 13e Entry Setting Hearing on Account .00
04/03/17 13h Judgment Entry Approving Partial Account .00
05/17/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/17/18 13ek eNotice to File Account 0010709 .00
02/20/18 13a Fiduciary's Partial Account 12 22.00
02/20/18 13.1 Receipts and Disbursements .00
02/20/18 13.2 Assets Remaining in Fiduciary's Hands 37.07 .00
02/20/18 cpi Confidential Personal Identifiers .00
02/20/18 Receipt 511150 22.00
02/21/18 13e Entry Setting Hearing on Account .00
04/03/18 13h Judgment Entry Approving Partial Account .00
04/12/18 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 0010709 .00
02/11/19 13a Fiduciary's Partial Account 13 22.00
02/11/19 13.1 Receipts and Disbursements .00
02/11/19 13.2 Assets Remaining in Fiduciary's Hands 1565.07 .00
02/11/19 cpi Confidential Personal Identifiers .00
02/11/19 Receipt 530501 22.00
02/12/19 13e Entry Setting Hearing on Account .00
03/26/19 13h Judgment Entry Approving Partial Account .00
08/27/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/14/20 13ek eNotice to File Account 0010709 .00
02/18/20 13a Fiduciary's Partial Account 14 22.00
02/18/20 13.1 Receipts and Disbursements .00
02/18/20 13.2 Assets Remaining in Fiduciary's Hands 43.07 .00
02/18/20 cpi Confidential Personal Identifiers .00
02/18/20 Receipt 551373 22.00
02/18/20 Void Receipt 551373 22.00
02/18/20 Receipt 551386 22.00
02/19/20 13e Entry Setting Hearing on Account .00
02/19/20 Pay out made through bookkeeper # 0000064487 .00
ACCT #: 000000000209 13.00
03/31/20 13h Judgment Entry Approving Partial Account .00
04/08/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/21/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/21/20 att Attachments .00
09/21/20 15bn Entry Authorizing Expenditure of Funds 2750.00 5.00
(Non-Custodial)
09/21/20 Receipt 560546 15.00
01/21/21 13ek eNotice to File Account 0010709 .00
03/02/21 1ca Application for Attorney Fees 10.00
Michael D Juhola
03/02/21 1cc Consent to Attorney Fees .00
Michael D Juhola
03/02/21 fs Fee Schedule .00
03/02/21 morf Magistrate's Order Regarding Fees 1800.00 .00
03/02/21 cpi Confidential Personal Identifiers .00
03/02/21 13a Fiduciary's Partial Account 15 22.00
03/02/21 13.1 Receipts and Disbursements .00
03/02/21 13.2 Assets Remaining in Fiduciary's Hands 2314.07 .00
03/02/21 Receipt 568258 32.00
03/03/21 13e Entry Setting Hearing on Account .00
04/13/21 13h Judgment Entry Approving Partial Account .00
06/30/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/07/22 13ek eNotice to File Account 0010709 .00
03/25/22 1ca Application for Attorney Fees 10.00
Michael D Juhola
03/25/22 1cc Consent to Attorney Fees .00
03/25/22 fs Fee Schedule .00
03/25/22 morf Magistrate's Order Regarding Fees 375.00 .00
03/25/22 13a Fiduciary's Partial Account 16 22.00
03/25/22 13.1 Receipts and Disbursements .00
03/25/22 13.2 Assets Remaining in Fiduciary's Hands 5868.07 .00
03/25/22 cpi Confidential Personal Identifiers .00
03/25/22 Receipt 587348 32.00
03/28/22 13e Entry Setting Hearing on Account .00
05/09/22 13h Judgment Entry Approving Partial Account .00
11/02/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/12/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/22 fb Funeral Bill .00
12/12/22 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
12/19/22 Receipt 600547 15.00
02/28/23 13ek eNotice to File Account 0010709 .00
03/08/23 50m Application to Terminate Special Needs 10.00
Trust
-Beneficiary passed on 11/24/2022
03/08/23 dc Death Certificate .00
Gary Dee Anderson
03/08/23 50n Entry Terminating and Dispensing with y 5.00
Final Account
JUHOLA, MICHAEL D. (fidy)
03/08/23 Receipt 604350 15.00
03/17/23 op STAT ONLY .00
03/17/23 1ca Application for Attorney Fees 10.00
Michael D. Juhola
03/17/23 1cc Consent to Attorney Fees .00
Michael D. Juhola
03/17/23 fs Fee Schedule .00
03/17/23 morf Magistrate's Order Regarding Fees 750.00 .00
03/17/23 13.0 Fiduciary's Final Account 17 22.00
03/17/23 13.1 Receipts and Disbursements .00
03/17/23 13v Waiver Of Notice of Hearing and Consent .00
to Account
Robert J. Byrne, Asst. A.G.
03/17/23 1cc Consent to Attorney Fees .00
Robert J. Byrne, Asst. A.G.
03/17/23 Receipt 604833 32.00
03/20/23 13e Entry Setting Hearing on Account .00
05/01/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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