Case Docket

Case Number: 528693  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : ROY, EDITH L.
AKA :


Date Code Description Reference Receipt Cost
05/06/08 01 Case Number (Daily Reporter) 10.00
05/06/08 02 Forms 10.00
05/06/08 03 Docketing & Index 15.00
05/06/08 04 Computerized Legal Research 3.00
05/06/08 05 Computer Fee 10.00
05/06/08 08 Dispute Resolution Fund 10.00
05/06/08 adl Additional Letters of Authority 5.00
05/06/08 cb COST BILL .00
05/06/08 10 Application for Appointment of Trustee .00
05/06/08 11 Fiduciary's Acceptance .00
05/06/08 13 Entry Appointing Trustee, Letters of 5.00
Authority
ROY, BRIAN C. (fidy)
05/06/08 lw LAST WILL AND TESTAMENT OF: .00
Edith L. Roy COPY
05/06/08 igf Indigent Guardianship Fund 30.00
05/06/08 Receipt 308676 98.00
07/08/08 6ek eNotice to File Inventory 0039959 .00
07/25/08 6.3 Entry Dispensing With Inventory 5.00
07/25/08 Receipt 313383 5.00
04/07/09 13ek eNotice to File Account 0039959 .00
04/08/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/16/09 13.8 Application to Dispense With Accounting .00
04/16/09 13.9 Entry Dispensing With Accounting 5.00
04/16/09 Receipt 328641 5.00
06/19/09 16a Application to Deposit Assets in Lieu of .00
Bond
06/19/09 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 30283.00
06/19/09 cc Certified Copy 2.00
06/19/09 Receipt 332374 7.00
06/29/09 16c Verification of Receipt or Deposit HNB .00
Acct #: 4376 SA 30283.00
06/29/09 6.0 Inventory 30283.00 7.00
06/29/09 Receipt 332883 7.00
04/19/10 16a Application to Deposit Assets in Lieu of .00
Bond
04/19/10 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 1017.17
002
04/19/10 cc Certified Copy 1.00
04/19/10 Receipt 349888 6.00
04/26/10 16c Verification of Receipt or Deposit HNB .00
1017.77
002 Y
06/25/10 1ca Application for Attorney Fees 5.00
Thomas Taneff 552.00
1105.00 split between 2 trusts
06/25/10 fs Fee Schedule .00
06/25/10 cc Certified Copy 1.00
08/03/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/08/10 13r Custodial Year End Report 2009 HNB .00
30303.32
02/23/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/22/11 13r Custodial Year End Report 2010 HNB .00
30800.19
07/03/12 13r Custodial Year End Report 2011 HNB .00
30826.21
10/30/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/26/13 13r Custodial Year End Report 2012 HNB .00
27823.52
01/31/14 13r Custodial Year End Report 2013 HNB .00
30839.93
11/07/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/18/15 13r Custodial Year End Report 2014 HNB .00
30846.10
04/01/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/01/15 att Attachments .00
04/01/15 Receipt 452748 16.00
04/10/15 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
04/30/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/30/15 att Attachments .00
04/30/15 Receipt 454502 16.00
05/06/15 15b Entry Authorizing Expenditure of Funds 3433.00 .00
(Custodial) 3700.00
2600.00
07/07/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/28/15 15a Application for Authority to Expend 4625.00 16.00
Funds from Custodial Account. (Includes 925/mth
costs for Entry and Certification)
08/28/15 att Attachments .00
08/28/15 Receipt 461252 16.00
09/16/15 15bd Entry Denying Expenditure of Funds .00
(Custodial)
09/30/15 15a Application for Authority to Expend 4625.00 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/30/15 Receipt 463071 16.00
10/16/15 15b Entry Authorizing Expenditure of Funds 4625.00 .00
(Custodial)
05/18/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/09/16 13r Custodial Year End Report 2015 HNB .00
17113.91
03/03/17 13r Custodial Year End Report 2016 HNB .00
17117.34
05/18/17 33 Application to Terminate Custodial 10.00
Account(s)
05/18/17 50o Receipt and Release of All Claims .00
Huntington #4376 $17118.18
05/18/17 att Attachments .00
05/18/17 dl Copy of Driver's License of: .00
Nicholas Charles Whited-Roy
05/18/17 33e Entry Terminating Custodial Account(s) y 5.00
and Dispensing With Accounting
05/18/17 cc Certified Copy 2.00
05/18/17 Receipt 496530 23.00
05/18/17 dp Docket Page .00
05/19/17 op - stat only .00
05/19/17 13x Custodial Year End Report 2017 HNB .00
0.00
05/19/17 99 Case Closed .00
05/19/17 dp Docket Page .00
BALANCE DUE .00
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