Case Docket

Case Number: 530074  
Case Type: T  TRUST
Case Subtype: WD  WRONGFUL DEATH TRUST
Name : YOE, JAYDA
AKA :


Date Code Description Reference Receipt Cost
07/22/08 01 Case Number (Daily Reporter) 10.00
07/22/08 02 Forms 10.00
07/22/08 03 Docketing & Index 15.00
07/22/08 04 Computerized Legal Research 3.00
07/22/08 05 Computer Fee 10.00
07/22/08 08 Dispute Resolution Fund 10.00
07/22/08 adl Additional Letters of Authority 2.00
07/22/08 cb COST BILL .00
07/22/08 10 Application for Appointment of Trustee .00
07/22/08 11 Fiduciary's Acceptance .00
07/22/08 13 Entry Appointing Trustee, Letters of 5.00
Authority
BONASERA, THOMAS (fidy)
07/22/08 wdtd Wrongful Death Trust Declaration .00
07/22/08 16a Application to Deposit Assets in Lieu of .00
Bond
07/22/08 16b Entry Ordering Deposit of Assets In Lieu 5.00
of Bond
Huntington Bank 150221.34
07/22/08 Receipt 313118 70.00
08/13/08 16c Verification of Receipt or Deposit HNT/ TRUST .00
Acct. # 0354 (Trust) $150,221.34
08/13/08 6.0 Inventory 150221.34 7.00
08/13/08 Receipt 314397 7.00
08/13/08 13.7 Entry Extending Accounting Until .00
Further Order by the Court
08/13/08 13o Entry Extending Time to File Account 12/03/2025 .00
08/21/08 1ca Application for Attorney Fees 5.00
08/21/08 1cb Entry Approving Attorney Fees 1895.25 5.00
Carlile patchen & Murphy LLp 7.50
08/21/08 fs Fee Schedule .00
08/21/08 cc Certified Copy 1.00
08/21/08 Receipt 315007 11.00
08/28/08 1ca Application for Attorney Fees 5.00
08/28/08 1cb Entry Approving Attorney Fees 1035.00 5.00
Michael A. Renne
08/28/08 fs Fee Schedule .00
08/28/08 cc Certified Copy 1.00
08/28/08 Receipt 315421 11.00
09/02/08 15a Application for Authority to Expend 10.00
Funds
09/02/08 15b Entry Authorizing Expenditure of Funds 1736.77 5.00
furniture, bedroom & bathroom linens 170.00
taxes 1000.00
09/02/08 eb Exhibits A & B .00
09/02/08 cc Certified Copy 1.00
09/02/08 Receipt 315664 16.00
11/25/08 15a Application for Authority to Expend 10.00
Funds
11/25/08 15b Entry Authorizing Expenditure of Funds 2708.10 5.00
120.09
69.99
11/25/08 eb Exhibits A thru C .00
11/25/08 cc Certified Copy 1.00
11/25/08 Receipt 320731 16.00
04/09/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
07/08/09 13r Custodial Year End Report 2008 HNB TRUST .00
127376.33
08/10/09 15a Application for Authority to Expend 10.00
Funds
08/10/09 15b Entry Authorizing Expenditure of Funds 5.00
school clothing and supplies 300.00
08/10/09 cc Certified Copy 1.00
08/10/09 Receipt 335209 16.00
08/20/09 1ca Application for Attorney Fees 5.00
08/20/09 1cb Entry Approving Attorney Fees 3471.00 5.00
Michael A. Renne 116.25
08/20/09 1cc Consent to Attorney Fees .00
Susan Jolly
08/20/09 fs Fee Schedule 5.00
08/20/09 cc Certified Copy 1.00
08/20/09 Receipt 335921 16.00
09/09/09 15a Application for Authority to Expend 10.00
Funds
09/09/09 15b Entry Authorizing Expenditure of Funds 509.98 5.00
reimbursement for new compurter
09/09/09 eb Exhibit A .00
09/09/09 cc Certified Copy 1.00
09/09/09 Receipt 337038 16.00
03/22/10 15a Application for Authority to Expend 10.00
Funds
03/22/10 15b Entry Authorizing Expenditure of Funds 1500.00 5.00
reading tutor
03/22/10 cc Certified Copy 1.00
03/22/10 Receipt 348132 16.00
08/03/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/09/10 15a Application for Authority to Expend 10.00
Funds
08/09/10 att Attachments .00
08/09/10 15b Entry Authorizing Expenditure of Funds 5.00
08/09/10 cc Certified Copy 1.00
08/09/10 Receipt 356727 16.00
09/03/10 1ca Application for Attorney Fees 5.00
09/03/10 1cb Entry Approving Attorney Fees 5.00
Michael Renne 7217.00
123.00
09/03/10 1cc Consent to Attorney Fees .00
Susan Moore
09/03/10 fs Fee Schedule 6.00
09/03/10 cc Certified Copy 1.00
09/03/10 Receipt 358529 17.00
12/22/10 15a Application for Authority to Expend 10.00
Funds
12/22/10 15b Entry Authorizing Expenditure of Funds 5000.00 5.00
costs associated with adoption
12/22/10 cc Certified Copy 1.00
12/22/10 Receipt 364745 16.00
02/28/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/25/11 13r Custodial Year End Report 2009 HNB TRUST .00
116571.83
126834.12
04/25/11 13r Custodial Year End Report 2010 HNB TRUST .00
106539.95
119733.50
06/07/11 15a Application for Authority to Expend 10.00
Funds
06/07/11 15b Entry Authorizing Expenditure of Funds 5.00
1-4
06/07/11 mem Memorandum in Support .00
06/07/11 cc Certified Copy 1.00
06/07/11 Receipt 374470 16.00
07/22/11 15a Application for Authority to Expend 10.00
Funds
07/22/11 15b Entry Authorizing Expenditure of Funds 5.00
appraisal for real estate
07/22/11 50d Motion to Appoint Guardian Ad Litem .00
07/22/11 50e Entry Appointing Guardian Ad Litem 5.00
Thomas Taneff
07/22/11 cc Certified Copy 1.00
07/22/11 Receipt 377127 21.00
08/31/11 15a Application for Authority to Expend 10.00
Funds
08/31/11 15b Entry Authorizing Expenditure of Funds 5.00
atty fees 12041.75
08/31/11 att Attachments 3.00
08/31/11 1ca Application for Attorney Fees 5.00
08/31/11 1cb Entry Approving Attorney Fees 5.00
Michael Renne 7098.00
102.72
08/31/11 1cc Consent to Attorney Fees .00
Susan Moore
08/31/11 fs Fee Schedule 5.00
08/31/11 cc Certified Copy 1.00
08/31/11 Receipt 379686 34.00
09/13/11 16a Application to Deposit Assets in Lieu of .00
Bond
09/13/11 16b Entry Ordering Deposit of Assets HNB TRUST 5.00
In Lieu of Bond 7266.49
001
09/13/11 cc Certified Copy 2.00
09/13/11 Receipt 380272 7.00
09/20/11 16c Verification of Receipt or Deposit HNB TRUST .00
7267.44
001 Y
10/31/11 gal Guardian Ad Litem Report & .00
Recommendations For Jayda Yoe
10/31/11 cos Certificate of Service .00
10/31/11 eb Exhibits A thru D .00
11/17/11 15a Application for Authority to Expend 10.00
Funds
11/17/11 mem Memorandum in Support .00
11/17/11 eb Exhibit 6.00
11/17/11 15b Entry Authorizing Expenditure of Funds 5.00
purchase of real estate 187500.00
11/17/11 cc Certified Copy 1.00
11/17/11 Receipt 384100 22.00
12/23/11 1cd Application for Fiduciary Fees 5.00
12/23/11 1ce Entry Approving Fiduciary Fees 5.00
Thomas Taneff 7043.70
12/23/11 cos Certificate of Service .00
12/23/11 fs Fee Schedule .00
12/23/11 cc Certified Copy 1.00
12/23/11 Receipt 386121 11.00
05/08/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
05/08/12 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
05/08/12 att Attachments .00
05/08/12 Receipt 394145 16.00
09/14/12 1ca Application for Attorney Fees 5.00
09/14/12 1cb Entry Approving Attorney Fees 8350.50 5.00
Dinsmore & Shohl LLP 161.11
09/14/12 1cc Consent to Attorney Fees .00
Susan Moore
Thomas J. Bonasera
09/14/12 fs Fee Schedule 7.00
09/14/12 cc Certified Copy 1.00
09/14/12 Receipt 401902 18.00
09/25/12 13r Custodial Year End Report 2011 HNB TRUST .00
217592.85
10/30/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/21/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
11/21/12 15b Entry Authorizing Expenditure of Funds 9000.00 .00
(Custodial)
annual expenses
11/21/12 Receipt 405541 16.00
07/19/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/19/13 15b Entry Authorizing Expenditure of Funds 406.56 .00
(Custodial) 36.00
60.00
3000.00
07/19/13 eb Exhibit A .00
07/19/13 Receipt 418973 16.00
08/13/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/13/13 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
08/13/13 eb Exhibit .00
08/13/13 Receipt 420447 16.00
09/13/13 1ca Application for Attorney Fees 5.00
09/13/13 1cb Entry Approving Attorney Fees 5.00
Dinsmore & Shohl 5280.50
115.52
09/13/13 1cc Consent to Attorney Fees .00
Susan Moore
Thomas J. Bonasera
09/13/13 fs Fee Schedule 5.00
09/13/13 Receipt 422227 15.00
11/05/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/05/13 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
11/05/13 att Attachments .00
11/05/13 Receipt 425074 16.00
11/13/13 13r Custodial Year End Report 2012 HNB TRUST .00
178826.85
05/29/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/29/14 eb Exhibit A .00
05/29/14 15b Entry Authorizing Expenditure of Funds 660.00 .00
(Custodial)
05/29/14 Receipt 436105 16.00
06/04/14 13r Custodial Year End Report 2013 HNB TRUST .00
161462.65
10/06/14 1ca Application for Attorney Fees 8319.00 5.00
Michael A Renne 125.92
10/06/14 1cc Consent to Attorney Fees .00
Susan Moore
Thomas J Bonasera
10/06/14 fs Fee Schedule 9.00
10/06/14 Receipt 443213 14.00
10/17/14 1cb Entry Approving Attorney Fees 5.00
10/17/14 cc Certified Copy 1.00
10/17/14 Receipt 443836 6.00
11/07/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/08/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/08/14 15b Entry Authorizing Expenditure of Funds 3763.52 .00
(Custodial)
12/08/14 eb Exhibits A & B .00
12/08/14 Receipt 446446 16.00
01/28/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/28/15 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
01/28/15 eb Exhibit .00
01/28/15 Receipt 449010 16.00
02/24/15 13r Custodial Year End Report 2014 HNB TRUST .00
128418.19
03/04/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/04/15 eb Exhibit .00
03/04/15 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
03/04/15 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/04/15 16b Entry Ordering Deposit of Assets HNB TRUST 5.00
In Lieu of Bond 2100.00
002
03/04/15 cc Certified Copy 1.00
03/04/15 Receipt 451056 22.00
07/07/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/26/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/26/15 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
08/26/15 eb Exhibit .00
08/26/15 Receipt 461025 16.00
08/31/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/31/15 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
08/31/15 eb Exhibit A .00
08/31/15 Receipt 461260 16.00
09/21/15 md MOTION DOCKET: .00
09/21/15 1ca Application for Attorney Fees 8557.50 5.00
Michael A Renne 96.15
09/21/15 1cc Consent to Attorney Fees .00
Susan Moore
Thomas J Bonasera
09/21/15 fs Fee Schedule 9.00
09/21/15 Receipt 462470 14.00
11/09/15 1cd Application for Fiduciary Fees 5.00
11/09/15 1ce Entry Approving Fiduciary Fees 2344.64 5.00
Michael Renne
11/09/15 fs Fee Schedule .00
11/09/15 1ca Application for Attorney Fees Amended 5.00
Michael renne 6382.50
96.15
11/09/15 fs Fee Schedule 6.00
11/09/15 Receipt 465209 21.00
11/13/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/13/15 eb Exhibit A .00
11/13/15 15b Entry Authorizing Expenditure of Funds $620.00 .00
(Custodial)
11/13/15 Receipt 465425 16.00
11/18/15 mo Magistrate's Order on Amended Duffy .00
Application For Fees Filed November 9,
2015. Court approves remaining fees in
amount of 5586.50 and cost in amount of
11/18/15 ex 96.15. The court therefore orders that .00
5682.65 shall be paid from the assets of
the above captioned matter
11/18/15 cos Certificate of Service .00
02/05/16 1cd Application for Fiduciary Fees 5.00
02/05/16 1ce Entry Approving Fiduciary Fees 3667.54 5.00
Thomas J. Bonasera
02/05/16 1cc Consent to Trustee Fees .00
Thomas J. Bonasera
02/05/16 fs Fee Schedule .00
02/05/16 cc Certified Copy 1.00
02/05/16 Receipt 469844 11.00
05/18/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/07/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/07/16 15b Entry Authorizing Expenditure of Funds 384.28 .00
(Custodial)
06/07/16 eb Exhibit A .00
06/07/16 Receipt 476892 16.00
06/28/16 50d Motion to Appoint Guardian Ad Litem .00
06/28/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/28/16 50e Entry Appointing Guardian Ad Litem 5.00
Steven McGann
06/28/16 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
06/28/16 cc Certified Copy 1.00
06/28/16 Receipt 478135 22.00
06/29/16 13r Custodial Year End Report 2015 HNB TRUST .00
95780.17
09/09/16 gal Guardian Ad Litem Report .00
10/06/16 app Application For Authority To Enter Into .00
Contract For Sale Of Real Estate From
Custodial Deposit
10/06/16 mem Memorandum in Support .00
10/06/16 e Entry 5.00
10/06/16 eb Exhibit A-B 33.00
10/06/16 Receipt 483860 38.00
11/22/16 st Status Letter 5.00
11/22/16 Receipt 486458 5.00
12/09/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/09/16 15b Entry Authorizing Expenditure of Funds see .00
(Custodial) application
12/09/16 att Attachments .00
12/09/16 Receipt 487402 16.00
02/06/17 1cd Application for Fiduciary Fees 10.00
02/06/17 1ce Entry Approving Trustee Fees 3693.43 .00
Thomas Bonasera
02/06/17 1cc Consent to Trustee Fees .00
Thomas J. Bonasera
02/06/17 fs Fee Schedule .00
02/06/17 cc Certified Copy 1.00
02/06/17 Receipt 490444 11.00
03/09/17 1ca Application for Attorney Fees 8446.00 10.00
Michael Renne 249.73
03/09/17 1cc Consent to Attorney Fees .00
Susan Moore
03/09/17 fs Fee Schedule 7.00
03/09/17 Receipt 492296 17.00
03/15/17 morf Magistrate's Order Regarding Fees Duffy .00
Michael A. renne 7383.50
249.73
03/15/17 cos Certificate of Service .00
04/21/17 13r Custodial Year End Report 2016 HNB TRUST .00
89903.39
05/08/17 l LETTER: To Michael Renne From Amy Koorn .00
05/12/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/12/17 15b Entry Authorizing Expenditure of Funds 1154.37 .00
(Custodial)
05/12/17 eb Exhibit A .00
05/12/17 Receipt 496146 16.00
06/06/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/26/17 3.a Application to Appoint Appraiser .00
06/26/17 3.ae Entry Appointing Appraiser 70 5.00
07/21/17 misc Appraisal Report .00
07/27/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/27/17 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
07/27/17 eb Exhibit A .00
07/27/17 Receipt 500296 21.00
08/25/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/25/17 eb Exhibit A .00
08/25/17 mem Memorandum in Support .00
08/25/17 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
08/25/17 Receipt 501921 16.00
09/12/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/12/17 15b Entry Authorizing Expenditure of Funds Bonasera .00
(Custodial)
09/12/17 Receipt 502844 16.00
03/20/18 1ca Application for Attorney Fees 9524.00 10.00
Michael A. Renne 134.57
03/20/18 1cc Consent to Attorney Fees .00
Susan Moore
03/20/18 fs Fee Schedule 4.00
03/20/18 Receipt 512880 14.00
04/03/18 1cd Application for Fiduciary Fees 10.00
04/03/18 1ce Entry Approving Fiduciary Fees 3677.55 .00
Thomas Bonasera
04/03/18 1cc Consent to Attorney Fees .00
Thomas J. Bonasera
04/03/18 fs Fee Schedule .00
04/03/18 cc Certified Copy 1.00
04/03/18 Receipt 513698 11.00
04/03/18 mo Magistrate's Order Approving Duffy 5.00
Application For Attorney Fees 9524.00
Michael A. Renne 134.57
04/03/18 cos Certificate of Service .00
04/12/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/12/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
04/12/18 eb Exhibit A .00
04/12/18 Receipt 514274 21.00
04/24/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/24/18 mem Memorandum in Support .00
04/24/18 eb Exhibit A 20.00
04/24/18 15b Entry Authorizing Expenditure of Funds 205000.00 .00
(Custodial) 7000.00
1800.00
04/24/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/24/18 15b Entry Authorizing Expenditure of Funds 360.00 .00
(Custodial) 257.08
04/24/18 eb Exhibits A & B .00
04/24/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/24/18 15b Entry Authorizing Expenditure of Funds 3712.50 .00
(Custodial)
04/24/18 eb Exhibit A .00
04/24/18 Receipt 514929 68.00
04/26/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/26/18 15b Entry Authorizing Expenditure of Funds 2419.84 .00
(Custodial) Stone
04/26/18 m Motion To Vacate Order And Withdraw .00
Application
04/26/18 e Entry Stone 5.00
04/26/18 Receipt 515065 21.00
06/21/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/21/18 15b Entry Authorizing Expenditure of Funds 2419.84 .00
(Custodial) Monthly
06/21/18 eb Exhibit A .00
06/21/18 ex Extra Pages 1.00
06/21/18 Receipt 518171 17.00
08/08/18 13r Custodial Year End Report 2017 HNB TRUST .00
83125.41
09/28/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/28/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
09/28/18 eb Exhibit A .00
09/28/18 Receipt 523712 16.00
10/11/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/11/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
10/11/18 eb Exhibit A .00
10/11/18 Receipt 524352 16.00
02/20/19 1cd Application for Trustee's Fees 10.00
Thomas J. Bonasera
02/20/19 1ce Entry Approving Trustee's Fees 3918.11 .00
02/20/19 1cc Consent to Trustee's Fees .00
Bonasera. Thomas J.
02/20/19 fs Fee Schedule .00
02/20/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/20/19 15b Entry Authorizing Expenditure of Funds 3918.11 .00
(Custodial) TAS
02/20/19 Receipt 531023 26.00
03/12/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/12/19 15b Entry Authorizing Expenditure of Funds 500.00 .00
(Custodial) TAS
03/12/19 att Attachments 2.00
03/12/19 Receipt 532190 18.00
03/15/19 1ca Application for Attorney Fees 10.00
Michael Renne
03/15/19 1cc Consent to Attorney Fees .00
Jayda Yoe
03/15/19 fs Fee Schedule .00
03/15/19 ex Extra Pages 8.00
03/15/19 Receipt 532473 18.00
03/22/19 morf Magistrate's Order Regarding Fees 14034.50 .00
03/22/19 cos Certificate of Service .00
07/23/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/23/19 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
07/23/19 att Attachments .00
07/23/19 Receipt 539915 16.00
08/01/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/01/19 15b Entry Authorizing Expenditure of Funds 288996.27 .00
(Custodial) 2349.36
Green
08/01/19 Receipt 540446 16.00
08/28/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/26/19 m Motion to approve payment of UBS .00
management fees
09/26/19 e Order Approving payments Morris 5.00
09/26/19 att Attachments 6.00
09/26/19 cc Certified Copy 1.00
09/26/19 Receipt 543630 12.00
10/03/19 e Entry Vacating Order Approving Payment Worthington 5.00
10/03/19 eb Exhibit A .00
10/03/19 cc Certified Copy 1.00
10/03/19 e Entry Vacating Application & Entry Worthington 5.00
Approving Expenditure of Funds
10/03/19 eb Exhibit A .00
10/03/19 cc Certified Copy 1.00
10/03/19 Receipt 544034 12.00
10/08/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/08/19 15b Entry Authorizing Expenditure of Funds 1500.00 .00
(Custodial) 2400.00
10/08/19 eb Exhibit A .00
10/08/19 app Application for authority to sell real .00
estate & deposit proceeds into trust
account
10/08/19 e Order Authorizing Sale of Real Estate Gadd 5.00
10/08/19 cc Certified Copy 1.00
10/08/19 Receipt 544275 22.00
11/01/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/01/19 15b Entry Authorizing Expenditure of Funds 2200.00 .00
(Custodial)
11/01/19 Receipt 545655 16.00
11/15/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/15/19 15b Entry Authorizing Expenditure of Funds 13487.50 .00
(Custodial) 5000.00
11/15/19 eb Exhibit .00
11/15/19 Receipt 546320 16.00
12/26/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/26/19 15b Entry Authorizing Expenditure of Funds 10500.00 .00
(Custodial) 7000.00
12/26/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/26/19 15b Entry Authorizing Expenditure of Funds 10500.00 .00
(Custodial) 7000.00
NUNC PRO TUNC 6000.00
3000.00
12/26/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/26/19 eb Exhibit A & B .00
12/26/19 15b Entry Authorizing Expenditure of Funds 77.25 .00
(Custodial) 1068.00
12/26/19 Receipt 548383 48.00
01/22/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/22/20 15b Entry Authorizing Expenditure of Funds 563.81 .00
(Custodial) 750.00
140.00
01/22/20 eb Exhibit A -C 3.00
01/22/20 Receipt 549727 19.00
02/11/20 1cd Application for Trustee Fees 10.00
Thomas J Bonasera
02/11/20 1cc Consent to Attorney Fees .00
Thomas J Bonasera
02/11/20 1ce Entry Approving Fiduciary Fees 7038.60 .00
02/11/20 fs Fee Schedule .00
02/11/20 cc Certified Copy 1.00
02/11/20 Receipt 550928 11.00
03/04/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/04/20 15b Entry Authorizing Expenditure of Funds 2000.00 .00
(Custodial) 53.57
03/04/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/04/20 15b Entry Authorizing Expenditure of Funds 50.00 .00
(Custodial)
03/04/20 att Attachments .00
03/04/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/04/20 15b Entry Authorizing Expenditure of Funds 2043.23 .00
(Custodial) 1246.57
03/04/20 Receipt 552281 48.00
03/12/20 13r Custodial Year End Report 2018 HNB TRUST .00
214668.82
03/30/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/30/20 15b Entry Authorizing Expenditure of Funds 5000.00 .00
(Custodial)
03/30/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/30/20 15b Entry Authorizing Expenditure of Funds 1700.00 .00
(Custodial) per month
03/30/20 Receipt 553435 32.00
03/31/20 Pay out made through bookkeeper # 0000064706 .00
ACCT #: 000000000209 18.00
04/14/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/10/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/10/20 eb Exhibit A .00
06/10/20 15b Entry Authorizing Expenditure of Funds 4955.00 .00
(Custodial)
06/10/20 Receipt 555956 16.00
07/02/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/02/20 15b Entry Authorizing Expenditure of Funds 7038.60 .00
(Custodial)
07/02/20 1ca Application for Attorney Fees 10.00
07/02/20 1cc Consent to Attorney Fees Jayda Yoe .00
07/02/20 fs Fee Schedule 4.00
07/02/20 morf Magistrate's Order Regarding Fees 7038.60 .00
Michael A. Renne
07/02/20 Receipt 556951 30.00
07/06/20 Pay out made through bookkeeper # 0000065433 .00
ACCT #: 000000000209 10.00
09/11/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/11/20 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
09/11/20 Receipt 560162 16.00
09/23/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/23/20 eb Exhibit A - E .00
09/23/20 15b Entry Authorizing Expenditure of Funds Morris .00
(Custodial)
09/23/20 ex Extra Pages 9.00
09/23/20 Receipt 560757 25.00
11/09/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/09/20 15b Entry Authorizing Expenditure of Funds 1072.00 .00
(Custodial)
11/09/20 Receipt 563071 16.00
11/09/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/09/20 att Attachments .00
11/09/20 15b Entry Authorizing Expenditure of Funds 10600.00 .00
(Custodial)
11/09/20 ex Extra Pages 2.00
11/09/20 Receipt 563072 18.00
11/09/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/09/20 att Attachments .00
11/09/20 15b Entry Authorizing Expenditure of Funds 500.00/mnth .00
(Custodial)
11/09/20 ex Extra Pages 2.00
11/09/20 Receipt 563073 18.00
11/12/20 Pay out made through bookkeeper # 0000066615 .00
ACCT #: 000000000209 8.00
11/24/20 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/24/20 16b Entry Ordering Deposit of Assets HNB TRUST 5.00
In Lieu of Bond 75000.00
003
11/24/20 Receipt 563813 5.00
12/03/20 16c Verification of Receipt or Deposit HNB TRUST .00
75000.00
003 Y
12/03/20 13r Custodial Year End Report 2019 HNB TRUST .00
291799.56
12/09/20 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/09/20 16b Entry Ordering Deposit of Assets HNB TRUST 5.00
In Lieu of Bond 148.38
004
12/09/20 Receipt 564418 5.00
12/14/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/14/20 att Attachments .00
12/14/20 15b Entry Authorizing Expenditure of Funds 3600.00 .00
(Custodial)
12/14/20 Receipt 564622 16.00
02/10/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/10/21 eb Exhibit A-B .00
02/10/21 15b Entry Authorizing Expenditure of Funds 4400.00 .00
(Custodial) 4000.00
02/10/21 Receipt 567242 16.00
04/16/21 1ca Application for Attorney Fees 10.00
Pamela W Bridgeport
04/16/21 1cc Consent to Attorney Fees .00
Jayda Yoe
04/16/21 fs Fee Schedule .00
04/16/21 morf Magistrate's Order Regarding Fees 10481.58 .00
04/16/21 ex Extra Pages 7.00
04/16/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/16/21 15b Entry Authorizing Expenditure of Funds 10481.58 .00
(Custodial)
04/16/21 Receipt 570661 33.00
04/16/21 1cd Application for Fiduciary Fees 10.00
Thomas J Bonasera
04/16/21 1ce Entry Approving Fiduciary Fees .00
Thomas J bonasera
04/16/21 fs Fee Schedule .00
04/16/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/16/21 15b Entry Authorizing Expenditure of Funds 4054.81 .00
(Custodial)
04/16/21 Receipt 570665 26.00
04/20/21 Pay out made through bookkeeper # 0000068170 .00
ACCT #: 000000000209 7.00
04/20/21 Pay out made through bookkeeper # 0000068177 .00
ACCT #: 000000000209 4.00
07/26/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/04/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/04/21 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
11/04/21 eb Exhibit A-B 4.00
11/04/21 Receipt 580354 20.00
11/30/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/30/21 Receipt 581479 16.00
01/25/22 15b Entry Authorizing Expenditure of Funds 4000.00 .00
(Custodial)
03/08/22 1cd Application for Fiduciary Fees 10.00
Thomas J Bonasera
03/08/22 1ce Entry Approving Fiduciary Fees 4024.18 .00
03/08/22 1cc Consent to Attorney Fees .00
Thomas J Bonasera
03/08/22 fs Fee Schedule .00
03/08/22 Receipt 586153 10.00
03/09/22 Pay out made through bookkeeper # 0000071368 .00
ACCT #: 000000000209 6.00
05/16/22 l LETTER: cover 05/12/2022 .00
05/16/22 1ca Application for Attorney Fees 10.00
Pamela W Bridgeport
05/16/22 1cc Consent to Attorney Fees .00
Jayda Yoe
05/16/22 fs Fee Schedule .00
05/16/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/31/22 Receipt 590649 26.00
06/13/22 mo Magistrate's Order Approving Application MCD 5.00
for Attorney Fees in Part
-see dec
06/13/22 cos Certificate of Service .00
06/21/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/21/22 att Attachments .00
06/21/22 15b Entry Authorizing Expenditure of Funds 3300.00 .00
(Custodial)
06/21/22 Receipt 591653 16.00
06/21/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/21/22 15b Entry Authorizing Expenditure of Funds 4000.00 .00
(Custodial) 2400.00
06/21/22 Receipt 591654 16.00
07/15/22 cb COST BILL .00
07/15/22 10 Application for Appointment of Trustee .00
07/15/22 c1 Waiver and Consent .00
Jayda Yoe
07/15/22 11 Fiduciary's Acceptance .00
07/15/22 4.2 Fiduciary's Bond 40000.00 .00
RLI
07/15/22 bacb Bond Application for CBS Agency .00
07/15/22 11a Resignation of Fiduciary 5.00
Thomas J Bonasera
07/15/22 11e Entry Accepting Resignation Upon the TAS 5.00
Appointment of a Successor Fiduciary
07/15/22 13 Entry Appointing Trustee, Letters of TAS 5.00
Authority
BRIDGEPORT, PAMELA W. (fidy)
07/15/22 igf Indigent Guardianship Fund 30.00
07/15/22 Receipt 592831 45.00
08/09/22 Receipt 594062 5.00
08/10/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/10/22 att Attachments .00
08/10/22 15b Entry Authorizing Expenditure of Funds 3590.00 .00
(Custodial)
08/10/22 Receipt 594185 16.00
11/03/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/21/23 1cd Application for Fiduciary Fees 10.00
Pamela W Bridgeport
02/21/23 1ce Entry Approving Fiduciary Fees 3948.24 .00
02/21/23 fs Fee Schedule .00
02/21/23 cc Certified Copy 1.00
02/21/23 Receipt 603608 11.00
02/22/23 Pay out made through bookkeeper # 0000075014 .00
ACCT #: 000000000209 5.00
05/15/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/15/23 att Attachments .00
05/15/23 Receipt 607863 16.00
05/15/23 13r Custodial Year End Report 2020 HNB TRUST .00
226491.60
05/30/23 15b Entry Authorizing Expenditure of Funds 6650.00 .00
(Custodial) 8850.00
824.00
06/16/23 13k Notice to File Account 0039382 1.00
07/10/23 l LETTER:Cover Letter. 06/30/2023 .00
07/10/23 cpi Confidential Personal Identifiers .00
07/10/23 13a Fiduciary's Partial Account 01 22.00
BRIDGEPORT, PAMELA W. (fidy)
07/10/23 13.1 Receipts and Disbursements .00
07/10/23 13.2 Assets Remaining in Fiduciary's Hands 349266.30 .00
Balance Due.
Mkt Value:$149,824.41
Cost Basis:$139,575.89
07/10/23 ex Extra Pages 27.00
07/10/23 Receipt 610603 50.00
07/10/23 1ca Application for Attorney Fees 3263.00 10.00
Pamela W Bridgeport 391.50
07/10/23 1cc Consent to Attorney Fees .00
07/10/23 fs Fee Schedule 1.00
07/10/23 mo Magistrate's Order Approving Attorney Duffy 5.00
Fees in Part. The balance of the fee
$3,159.00 shall be paid from the assets
above captioned matter
07/10/23 cos Certificate of Service .00
07/10/23 ex Extra Pages 20.00
07/11/23 13e Entry Setting Hearing on Account .00
07/11/23 50n STAT y .00
BONASERA, THOMAS (fidy)
STAT
07/11/23 Receipt 610658 26.00
08/21/23 Receipt 612757 10.00
08/21/23 13h Judgment Entry Approving Partial Account .00
10/24/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/24/23 att Attachments .00
10/24/23 15b Entry Authorizing Expenditure of Funds 3000.00 .00
(Custodial) 5500.00
6000.00
10/24/23 Receipt 615896 16.00
12/07/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/22/24 1cd Application for Trustee Fees 10.00
Pamela W. Bridgeport
02/22/24 1c Consent to Trustee Fees .00
Pamela W. Bridgeport
02/22/24 fs Fee Schedule .00
02/22/24 1ce Entry Approving Trustee Fees 3714.95 .00
02/22/24 Receipt 621724 10.00
02/23/24 Pay out made through bookkeeper # 0000078671 .00
ACCT #: 000000000209 6.00
04/03/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/03/24 att Attachments .00
04/03/24 15b Entry Authorizing Expenditure of Funds 4200/month .00
(Custodial)
04/03/24 Receipt 623890 16.00
04/05/24 13r Custodial Year End Report 2022 HNB TRUST .00
149824.41
05/21/24 cpi Confidential Personal Identifiers .00
05/21/24 13a Fiduciary's Partial Account 02 22.00
BRIDGEPORT, PAMELA W. (fidy)
05/21/24 13.1 Receipts and Disbursements .00
05/21/24 13.2 Assets Remaining in Fiduciary's Hands 314325.81 .00
05/21/24 ex Extra Pages 11.00
05/21/24 Receipt 626388 33.00
05/22/24 13e Entry Setting Hearing on Account .00
05/23/24 Pay out made through bookkeeper # 0000079516 .00
ACCT #: 000000000209 17.00
07/03/24 13h Judgment Entry Approving Partial Account .00
08/07/24 1ca Application for Attorney Fees 10.00
Pamela W Bridgeport & Dinsmore & Shohl,
LLP
08/07/24 1cc Consent to Attorney Fees .00
Jayda Yoe
08/07/24 fs Fee Schedule .00
08/07/24 mo Magistrate's Order Approving Atty Fees SNR 5.00
in Part
-see dec
08/07/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/07/24 15b Entry Authorizing Expenditure of Funds 3068.00 .00
(Custodial)
08/07/24 cos Certificate of Service .00
08/07/24 Receipt 630197 26.00
10/08/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/12/24 Receipt 635061 5.00
12/13/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/13/24 att Attachments .00
12/13/24 15bn Entry Authorizing Expenditure of Funds 7200.00 5.00
(Non-Custodial)
12/13/24 cc Certified Copy 1.00
12/13/24 Receipt 636718 16.00
02/19/25 1cd Application for Trustee Fees 10.00
Pamela W. Bridgeport
02/19/25 1c Consent to Fees .00
Pamela W. Bridgeport
02/19/25 fs Fee Schedule .00
02/19/25 1ce Entry Approving Trustee Fees 3945.50 .00
02/19/25 cpi Confidential Personal Identifiers .00
02/19/25 13a Fiduciary's Partial Account 03 22.00
BRIDGEPORT, PAMELA W. (fidy)
02/19/25 13.1 Receipts and Disbursements .00
02/19/25 13.2 Assets Remaining in Fiduciary's Hands 71351.31 .00
02/19/25 ex Extra Pages 9.00
02/19/25 Receipt 639795 41.00
02/20/25 13e Entry Setting Hearing on Account .00
02/20/25 Pay out made through bookkeeper # 0000082028 .00
ACCT #: 000000000209 9.00
03/19/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/19/25 att Attachments .00
03/19/25 15bn Entry Authorizing Expenditure of Funds 10000.00 5.00
(Non-Custodial)
03/19/25 cc Certified Copy 1.00
03/26/25 Receipt 641797 16.00
03/31/25 1ae Entry Increasing Bond 104000.00 5.00
RLI Surety
03/31/25 4.2 Fiduciary's Bond 144000.00 .00
RLI Surety
03/31/25 poa Power of Attorney .00
RLI Insurance Company
03/31/25 Receipt 642060 5.00
04/01/25 Pay out made through bookkeeper # 0000082351 .00
ACCT #: 000000000209 5.00
04/02/25 13h Judgment Entry Approving Partial Account .00
04/29/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/29/25 att Attachments .00
04/29/25 15bn Entry Authorizing Expenditure of Funds 1900.00 5.00
(Non-Custodial)
04/29/25 cc Certified Copy 1.00
04/29/25 Receipt 643595 16.00
05/05/25 1ca Application for Attorney Fees 10.00
Pamela W. Bridgeport
05/05/25 1cc Consent to Attorney Fees .00
Jayda Yoe
05/05/25 fs Fee Schedule .00
05/05/25 morf Magistrate's Order Regarding Fees 2057.53 .00
05/05/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/05/25 15b Entry Authorizing Expenditure of Funds 2057.53 .00
(Custodial)
05/05/25 Receipt 643903 26.00
11/03/25 m Motion to Transfer Annuity Payments .00
11/03/25 e Entry Transferring Annuity Payments MKB 5.00
11/03/25 Receipt 654134 5.00
11/03/25 m Motion to Transfer Real Estate .00
11/03/25 mem Memorandum in Support .00
11/03/25 e Entry to Transfer Real Estate MKB 5.00
-This Court authorizes the Trustee to
transfer the real estate at 6219 Douglas
Dr., Canal Winchester, OH 43110 from
11/03/25 ex the WD Trust to Jayda Yoe .00
11/03/25 Receipt 654136 5.00
11/25/25 33 Application to Terminate Custodial 10.00
Account(s)
11/25/25 50o Receipt and Release of All Claims .00
11/25/25 33e Entry Terminating Custodial Account(s) Y 5.00
and Dispensing With Accounting
BONASERA, THOMAS (fidy)
11/25/25 Receipt 655486 15.00
11/25/25 op Notice and Entry Re-Opening Case .00
(REACTIVATION ONLY)
11/25/25 enc Entry (N/C) .00
11/25/25 op Notice and Entry Re-Opening Case .00
(REACTIVATION ONLY)
11/25/25 99 Case Closed .00
BALANCE DUE .00
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