Case Docket

Case Number: 538409  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : BERMAN, KENDRA K.
AKA :


Date Code Description Reference Receipt Cost
11/23/09 01 Case Number (Daily Reporter) 10.00
11/23/09 02 Forms 10.00
11/23/09 03 Docketing & Index 15.00
11/23/09 04 Computerized Legal Research 3.00
11/23/09 05 Computer Fee 10.00
11/23/09 08 Dispute Resolution Fund 10.00
11/23/09 cb COST BILL .00
11/23/09 igf Indigent Guardianship Fund 30.00
11/23/09 adl Additional Letters of Authority 4.00
11/23/09 10 Application for Appointment of Trustee .00
11/23/09 11 Fiduciary's Acceptance .00
11/23/09 13 Entry Appointing Trustee, Letters of 5.00
Authority
HICKMAN, S. BROOKE (fidy)
11/23/09 eb Exhibit A .00
Kendra K. Berman Special Needs Trust
11/23/09 Receipt 341404 97.00
01/26/10 6k Notice to File Inventory 0080931 1.00
03/05/10 6.0 Inventory .00 7.00
03/05/10 cc Certified Copy 1.00
03/05/10 Receipt 347230 9.00
08/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/13/10 16a Application to Deposit Assets in Lieu of .00
Bond
10/13/10 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 1000.00
001
10/13/10 cc Certified Copy 1.00
10/13/10 c Copy .05
10/13/10 Receipt 360802 6.05
10/26/10 13k Notice to File Account 0080931 1.00
10/26/10 16c Verification of Receipt or Deposit PNC .00
1000.00
001 Y
11/08/10 15a Application for Authority to Expend 10.00
Funds
11/08/10 15b Entry Authorizing Expenditure of Funds 174.06 5.00
reimbursement of storage, beauty shop 43.00
u-store-it beginning Nov 10, 2010 thru 42.16
Nov 10, 2011
11/08/10 eb Exhibits a,b & c .00
11/08/10 cc Certified Copy 1.00
11/08/10 Receipt 362272 17.00
12/01/10 6a Amended Inventory 1000.00 7.00
12/01/10 Receipt 363424 7.00
12/01/10 13.7 Entry Extending Accounting Until .00
Further Order by the Court
12/13/10 cc Certified Copy 1.00
12/13/10 Receipt 364147 1.00
12/22/10 15a Application for Authority to Expend 10.00
Funds
12/22/10 15b Entry Authorizing Expenditure of Funds 5.00
Reimburse Brooke Hickman and Beauty 188.75
shop bills 61.00
12/22/10 eb Exhibit 1-3 .00
12/22/10 cc Certified Copy 1.00
12/22/10 Receipt 364733 16.00
02/28/11 15a Application for Authority to Expend 10.00
Funds
02/28/11 15b Entry Authorizing Expenditure of Funds 5.00
nursing home beauty shop 18.00
02/28/11 att Attachments .00
02/28/11 cc Certified Copy 1.00
02/28/11 Receipt 368406 16.00
03/02/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/13/11 15a Application for Authority to Expend amended 10.00
Funds
05/13/11 15b Entry Authorizing Expenditure of Funds 5.00
monthly expeditures 47.50
05/13/11 att Attachments .00
05/13/11 cc Certified Copy 1.00
05/13/11 Receipt 373160 16.00
06/15/11 11a Resignation of Fiduciary 5.00
06/15/11 e Entry Accepting Resignation 5.00
06/15/11 cb COST BILL .00
06/15/11 igf Indigent Guardianship Fund 30.00
06/15/11 10 Application for Appointment of Trustee .00
06/15/11 11 Fiduciary's Acceptance .00
06/15/11 13 Entry Appointing Trustee, Letters of 5.00
Authority
MORRISON, NANCY (fidy)
06/15/11 50n Entry Terminating and Dispensing With y .00
Final Account
HICKMAN, S. BROOKE (fidy)
06/15/11 adl Additional Letters of Authority 3.00
06/15/11 15a Application for Authority to Expend 10.00
Funds
06/15/11 15b Entry Authorizing Expenditure of Funds 5.00
reimbursement
06/15/11 cc Certified Copy 1.00
06/15/11 Receipt 375086 64.00
09/16/11 16a Application to Deposit Assets in Lieu of .00
Bond
09/16/11 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 150.00
002
09/16/11 cc Certified Copy 1.00
09/16/11 Receipt 380563 6.00
09/19/11 16c Verification of Receipt or Deposit PNC .00
150.00
002 Y
(fidy)
10/04/11 13r Custodial Year End Report 2010 PNC .00
481.18
11/14/11 16a Application to Deposit Assets in Lieu of .00
Bond
11/14/11 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 40227.12
003
11/14/11 cc Certified Copy 1.00
11/14/11 15a Application for Authority to Expend 10.00
Funds
11/14/11 15b Entry Authorizing Expenditure of Funds 6542.20 5.00
att/trustee fees to Brooke Hickman
11/14/11 cc Certified Copy 1.00
11/14/11 1cd Application for Fiduciary Fees 5.00
11/14/11 1ce Entry Approving Fiduciary Fees 6488.00 5.00
S. Brooke Hickman 54.20
11/14/11 1cc Consent to Trustee Fees .00
S. Brooke Hickman
11/14/11 fs Fee Schedule 1.00
11/14/11 Receipt 383913 33.00
11/22/11 16c Verification of Receipt or Deposit PNC .00
40227.12
003 Y
(fidy)
11/23/11 1ca Application for Attorney Fees 5.00
11/23/11 1cb Entry Approving Attorney Fees 2602.00 5.00
Nancy E. Morrison 39.88
11/23/11 1cc Consent to Attorney Fees .00
Nancy E. Morrison
11/23/11 fs Fee Schedule 1.00
11/23/11 15a Application for Authority to Expend 10.00
Funds
11/23/11 15b Entry Authorizing Expenditure of Funds 2641.88 5.00
atty fees & costs
11/23/11 cc Certified Copy 1.00
11/23/11 Receipt 384519 27.00
12/02/11 15a Application for Authority to Expend 10.00
Funds
12/02/11 15b Entry Authorizing Expenditure of Funds 500.00 5.00
200.00
12/02/11 cc Certified Copy 1.00
12/02/11 Receipt 384908 16.00
01/05/12 15a Application for Authority to Expend 10.00
Funds
01/05/12 15b Entry Authorizing Expenditure of Funds 479.30 5.00
one time payment to Pataskala Oaks
Care Ctr
01/05/12 cc Certified Copy 1.00
01/05/12 Receipt 386668 16.00
01/12/12 15a Application for Authority to Expend 10.00
Funds
01/12/12 15b Entry Authorizing Expenditure of Funds 5.00
Ustore it rent 47.50/mo
01/12/12 cc Certified Copy 1.00
01/12/12 Receipt 387119 16.00
05/03/12 13r Custodial Year End Report 2010 PNC .00
481.18
05/03/12 13r Custodial Year End Report 2011 PNC .00
30582.68
05/17/12 13k Notice to File Account 0013481 1.00
05/18/12 13.7 Entry Extending Accounting Until .00
Further Order by the Court
MORRISON, NANCY (fidy)
STAT
07/13/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
07/13/12 15b Entry Authorizing Expenditure of Funds 1876.65 .00
(Custodial) 2834.77
07/13/12 1ca Application for Attorney Fees 5.00
07/13/12 1cb Entry Approving Attorney Fees 5.00
07/13/12 1cd Application for Fiduciary Fees 5.00
07/13/12 1ce Entry Approving Fiduciary Fees 5.00
Nancy E. Morrison 2458.00
76.77
07/13/12 fs Fee Schedule 5.00
07/13/12 Receipt 398083 42.00
09/05/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
09/05/12 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
09/05/12 Receipt 401316 16.00
10/09/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
10/09/12 15b Entry Authorizing Expenditure of Funds 707.75 .00
(Custodial)
Services to pull upper teeth and
prepare dentures
10/09/12 Receipt 403185 16.00
11/06/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/16/12 16a Application to Deposit Assets in Lieu of .00
Bond
11/16/12 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 1876.65
004
11/16/12 cc Certified Copy 1.00
11/16/12 Receipt 405355 6.00
11/20/12 16c Verification of Receipt or Deposit PNC .00
1876.65
004 Y
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 188.07 .00
(Custodial)
11/21/12 att Attachments .00
11/21/12 Receipt 405592 16.00
12/10/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
12/10/12 15b Entry Authorizing Expenditure of Funds 1683.00 .00
(Custodial) 250.00
16.00
12/10/12 Receipt 406533 16.00
02/05/13 13r Custodial Year End Report 2012 PNC .00
21536.66
04/05/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/05/13 att Attachments .00
04/05/13 15b Entry Authorizing Expenditure of Funds 16.00 .00
(Custodial) 132.05
04/05/13 Receipt 413083 16.00
05/21/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/21/13 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
05/21/13 Receipt 415680 16.00
06/21/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/21/13 15b Entry Authorizing Expenditure of Funds 350.00 .00
(Custodial) 16.00
06/21/13 Receipt 417559 16.00
07/16/13 1ca Application for Attorney Fees 5.00
07/16/13 1cb Entry Approving Attorney Fees 3293.93 5.00
07/16/13 1cd Application for Fiduciary Fees 5.00
07/16/13 1ce Entry Approving Fiduciary Fees 3293.93 5.00
Nancy E. Morrison
07/16/13 1cc Consent to Attorney Fees .00
Nancy E. Morrison
07/16/13 fs Fee Schedule 13.00
07/16/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/16/13 15b Entry Authorizing Expenditure of Funds 300.00 .00
(Custodial) 3293.93
07/16/13 Receipt 418748 49.00
08/06/13 nc Notice of Change of Address of: .00
beneficiary's new address
115 Oak Meadow Dr Apt M
Pataskala Ohio 43062 ph #740-919-4787
09/11/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/11/13 15b Entry Authorizing Expenditure of Funds 300.00 .00
(Custodial)
09/11/13 Receipt 422107 16.00
12/06/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/06/13 15b Entry Authorizing Expenditure of Funds 500.00 .00
(Custodial) 67.50
16.00
12/06/13 att Attachments .00
12/06/13 Receipt 426823 16.00
01/16/14 13r Custodial Year End Report 2013 PNC .00
12641.75
11/13/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/30/14 1ca Application for Attorney Fees 5.00
12/30/14 1cb Entry Approving Attorney Fees 5.00
12/30/14 1cd Application for Fiduciary Fees 5.00
12/30/14 1ce Entry Approving Fiduciary Fees 2307.50 5.00
Nancy E. Morrison
12/30/14 1cc Consent to Attorney Fees .00
Nancy E. Morrison
12/30/14 fs Fee Schedule 1.00
12/30/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/30/14 15b Entry Authorizing Expenditure of Funds 2307.50 .00
(Custodial)
12/30/14 cc Certified Copy 2.00
12/30/14 Receipt 447579 39.00
04/07/15 13r Custodial Year End Report 2014 PNC .00
6741.46
07/07/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/23/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
07/29/16 1cd Application for Fiduciary Fees 5.00
07/29/16 1ce Entry Approving Fiduciary Fees 1500.00 5.00
Nancy E. Morrison 39.46
07/29/16 33 Application to Terminate Custodial 10.00
Account(s)
07/29/16 50o Receipt and Release of All Claims 1042.94 .00
PNC #3256
07/29/16 33e Entry Terminating Custodial Account(s) n 5.00
and Dispensing With Accounting
07/29/16 cc Certified Copy 2.00
07/29/16 50m Application to Terminate 10.00
07/29/16 50n Entry Terminating and Dispensing with y 5.00
Final Account
MORRISON, NANCY (fidy)
07/29/16 Receipt 479974 42.00
07/29/16 dp Docket Page .00
05/16/17 op - stat only .00
05/16/17 13x Custodial Year End Report 2016 PNC .00
0.00
05/16/17 99 Case Closed .00
05/16/17 dp Docket Page .00
BALANCE DUE .00
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