Case Docket

Case Number: 522212  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : HALE, MARK ANTON
AKA :

Date Code Description Reference Receipt Cost
04/25/07 01 Case Number (Daily Reporter) 10.00
04/25/07 02 Forms 10.00
04/25/07 03 Docketing & Index 15.00
04/25/07 04 Computerized Legal Research 3.00
04/25/07 05 Computer Fee 10.00
04/25/07 08 Dispute Resolution Fund 10.00
04/25/07 cb COST BILL .00
04/25/07 igf Indigent Guardianship Fund 30.00
04/25/07 adl Additional Letters of Authority 6.00
04/25/07 10 Application for Appointment of Trustee .00
04/25/07 11 Fiduciary's Acceptance .00
04/25/07 13 Entry Appointing Trustee, Letters of 5.00
Authority
TIPTON, CARLA J. (fidy)
04/25/07 misc Mark Anton Hale Supplemental Needs Trust .00
04/25/07 Receipt 287848 99.00
04/26/07 16a Application to Deposit Assets in Lieu of .00
Bond
04/26/07 16b Entry Ordering Deposit of Assets In Lieu 46693.00 5.00
of Bond Huntington
04/26/07 cc Certified Copy 1.00
04/26/07 Receipt 287877 6.00
05/11/07 16c Verification of Receipt or Deposit HUNTINGTON .00
Acct. # 04897683021 (savings) $10,000.00
Acct. # 07894789169(Certificate of Dep) $36,693.00
05/21/07 6.0 Inventory 46693.00 7.00
05/21/07 15c Application to Release Funds .00
and expend
05/21/07 15d Entry Authorizing Release of Funds 5.00
and expend 200.00
165.40
1375.00
05/21/07 ex 3150.00 .00
100.00
05/21/07 cc Certified Copy 1.00
05/21/07 1ca Application for Attorney Fees 5.00
05/21/07 1cb Entry Approving Attorney Fees 3150.00 5.00
David Duren 100.00
05/21/07 fs Fee Schedule .00
05/21/07 cc Certified Copy 1.00
05/21/07 Receipt 289290 24.00
05/21/07 13.7 Entry Extending Accounting Until .00
Further Order by the Court
09/08/08 13r Custodial Year End Report -2007 HUNTINGTON .00
Acct. # 9161 (Certificate of deposit) $36,693.00
09/08/08 13r Custodial Year End Report -2008 HUNTINGTON .00
Acct. # 9161 (Certificate of deposit) CLOSED -0-
(Transferred $30,000.00 to new cd# 4542-
transferred $8728.78 to savings # 3021)
09/08/08 16c Verification of Receipt or Deposit HUNTINGTON .00
Acct. # 4542 $30,000.00
Acct. # 3021 $8729.78
(Closed cd#9161-$38728.78 opened above)
09/08/08 13r Custodial Year End Report --2007 HUNTINGTON .00
Acct. # 3021 (Savings) $3308.40
04/03/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/03/09 13r Custodial Year End Report 2008 HNB .00
30000.00
09/03/09 13r Custodial Year End Report 2007 HNB .00
2708.40
09/03/09 13r Custodial Year End Report 2008 HNB .00
7845.77
07/29/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/18/10 13r Custodial Year End Report 2009 HNB .00
4248.72
08/18/10 13r Custodial Year End Report 2009 HNB .00
31349.38
08/30/10 15c Application to Release Funds .00
08/30/10 15d Entry Authorizing Release of Funds 125.00 5.00
monthly
08/30/10 cc Certified Copy 1.00
08/30/10 Receipt 358169 6.00
09/13/10 13x Custodial Year End Report 2010 HNB .00
0.00
09/13/10 16n INFORMATION DOCKET ONLY HNB .00
Custodial Deposit/New Account Number 30961.71
001
09/14/10 16g Ghost Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond into Existing Court 1800.00
Controlled/Custodial Account 002
09/14/10 16c Verification of Receipt or Deposit HNB .00
30961.71
001 Y
09/14/10 16c Verification of Receipt or Deposit HNB .00
1800.00
002 Y
02/18/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/12/11 13r Custodial Year End Report 2010 HNB .00
3150.22
09/12/11 13r Custodial Year End Report 2010 HNB .00
30961.71
04/10/12 13r Custodial Year End Report 2011 HNB .00
31426.48
04/16/12 13r Custodial Year End Report 2011 HNB .00
1526.27
10/30/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/20/13 16g Ghost Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond into Existing Court 2250.00
Controlled/Custodial Account 003
03/20/13 16c Verification of Receipt or Deposit HNB .00
2250.00
003 Y
04/15/13 13r Custodial Year End Report 2012 HNB .00
151.44
05/22/13 13r Custodial Year End Report 2012 HNB .00
31898.63
01/27/14 13r Custodial Year End Report 2013 HNB .00
901.68
01/27/14 13r Custodial Year End Report 2013 HNB .00
29672.37
09/10/14 16g Ghost Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond into Existing Court 2375.00
Controlled/Custodial Account 004
(Trans from CD 3381 to SA 3021)
09/10/14 16c Verification of Receipt or Deposit HNB .00
2375.00
004 Y
11/06/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/13/15 13r Custodial Year End Report 2014 HNB .00
2026.87
05/20/15 13r Custodial Year End Report 2014 HNB .00
27270.80
06/19/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/08/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/08/15 15b Entry Authorizing Expenditure of Funds 75.00 .00
(Custodial) per month
10/08/15 Receipt 463506 16.00
04/11/16 16g Ghost Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond into Existing Court 1400.00
Controlled/Custodial Account 005
(From CD-3381 to SA-3021)
04/11/16 16c Verification of Receipt or Deposit HNB .00
1400.00
005 Y
05/18/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/16/16 13r Custodial Year End Report 2015 HNB .00
27407.49
06/16/16 13r Custodial Year End Report 2015 HNB .00
527.11
03/22/17 13r Custodial Year End Report 2016 HNB .00
1127.33
03/22/17 13r Custodial Year End Report 2016 HNB .00
26087.47
05/19/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/25/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/25/17 att Attachments .00
08/25/17 15b Entry Authorizing Expenditure of Funds 4342.72 .00
(Custodial)
08/25/17 Receipt 501937 16.00
09/19/17 Receipt 503247 17.00
09/19/17 Void Receipt 503247 17.00
09/19/17 op stat only .00
04/12/18 13r Custodial Year End Report 2017 HNB .00
21947.89
04/12/18 13r Custodial Year End Report 2017 HNB .00
527.47
04/13/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/08/19 13r Custodial Year End Report 2018 HNB .00
527.57
02/08/19 13r Custodial Year End Report 2018 HNB .00
21969.85
08/27/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/27/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/29/20 13r Custodial Year End Report 2019 HNB .00
21982.62
03/29/20 13r Custodial Year End Report 2019 HNB .00
527.68
04/10/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/09/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/06/22 13r Custodial Year End Report 2020 HNB .00
527.78
10/31/22 13r Custodial Year End Report 2020 HNB .00
22004.64
11/03/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/06/22 13r Custodial Year End Report 2021 HNB .00
527.87
01/04/23 13r Custodial Year End Report 2021 HNB .00
22017.51
10/26/23 13r Custodial Year End Report 2022 HNB .00
22034.92
11/16/23 13r Custodial Year End Report 2022 HNB .00
527.92
12/06/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/08/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/07/25 13r Custodial Year End Report 2023 HNB .00
22056.97
03/26/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE .00
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