Case Docket

Case Number: 531483  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : SCHULTZ, VANCE D.
AKA :


Date Code Description Reference Receipt Cost
10/10/08 01 Case Number (Daily Reporter) 10.00
10/10/08 02 Forms 10.00
10/10/08 03 Docketing & Index 15.00
10/10/08 04 Computerized Legal Research 3.00
10/10/08 05 Computer Fee 10.00
10/10/08 08 Dispute Resolution Fund 10.00
10/10/08 adl Additional Letters of Authority 2.00
10/10/08 cb COST BILL .00
10/10/08 10 Application for Appointment of Trustee .00
10/10/08 11 Fiduciary's Acceptance .00
10/10/08 13 Entry Appointing Trustee, Letters of 5.00
Authority
DUNCAN, MILDRED A. (fidy)
10/10/08 16a Application to Deposit Assets in Lieu of .00
Bond
10/10/08 16b Entry Ordering Deposit of Assets In Lieu 5.00
of Bond
JP Morgan Chase 20000.00
10/10/08 cc Certified Copy 1.00
10/10/08 Receipt 318023 71.00
10/21/08 16c Verification of Receipt or Deposit CHASE .00
Acct. # 0244 (Certificate of deposit) #20,000.00
11/07/08 6.0 Inventory 20000.00 7.00
11/07/08 Receipt 319731 7.00
12/10/08 13.7 Entry Extending Accounting Until .00
Further Order by the Court
12/10/08 13o Entry Extending Time to File Account 02/28/2023 .00
04/09/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/13/09 13r Custodial Year End Report 2008 JP MORG/CHAS .00
20000.00
07/22/10 13r Custodial Year End Report 2009 JP MORG/CHAS .00
20287.96
08/03/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/01/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/18/11 13r Custodial Year End Report 2010 JP MORG/CHAS .00
20317.20
03/23/12 13r Custodial Year End Report 2011 JP MORG/CHAS .00
20346.49
10/31/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/26/13 13r Custodial Year End Report 2012 JP MORG/CHAS .00
20375.90
03/03/14 13r Custodial Year End Report 2013 JP MORG/CHAS .00
20406.49
03/20/15 13r Custodial Year End Report 2014 JP MORG/CHAS .00
20410.57
07/07/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/11/16 50m Application to Terminate 10.00
02/11/16 mem Memorandum in Support .00
02/11/16 1e Entry Setting Hearing 02/17/2016 5.00
8:30am
02/11/16 Receipt 470156 15.00
03/03/16 e Entry-that the Vance Schultz Trust for 5.00
the benefit of Chase Edward Schultz be
terminated
03/03/16 2w Waiver of Notice of Hearing .00
Mildred Duncan
Chase Edward
Kellie Jo Schultz
03/03/16 50m Application to Terminate 10.00
03/03/16 50o Receipt and Release of All Claims .00
Chase Bank 20000.00
03/03/16 50n Entry Terminating and Dispensing with y 5.00
Final Account
DUNCAN, MILDRED A. (fidy)
03/03/16 cc Certified Copy 2.00
03/03/16 Receipt 471315 22.00
03/03/16 dp Docket Page .00
03/08/16 op stat only .00
03/08/16 33 Application to Terminate Custodial amended 10.00
Account(s)
03/08/16 50o Receipt and Release of All Claims 20410.50 .00
JPMorgan Chase #0244
03/08/16 e Entry Terminating & Dispensing With 5.00
Account
03/08/16 cc Certified Copy 2.00
03/08/16 99 Case Closed .00
03/08/16 Receipt 471610 17.00
03/08/16 dp Docket Page .00
05/04/16 op - stat only .00
05/04/16 13r Custodial Year End Report 2015 JP MORG/CHAS .00
20412.61
05/04/16 99 Case Closed .00
05/04/16 dp Docket Page .00
01/19/17 op - stat only .00
01/19/17 13x Custodial Year End Report 2016 JP MORG/CHAS .00
0.00
01/19/17 99 Case Closed .00
01/19/17 dp Docket Page .00
BALANCE DUE .00
View Trustees
New Search
Probate Homepage