Case Docket

Case Number: 541311  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : BERRY, JOAN ROCHELLE
AKA :

Date Code Description Reference Receipt Cost
05/14/10 01 Case Number (Daily Reporter) 10.00
05/14/10 02 Forms 10.00
05/14/10 03 Docketing & Index 15.00
05/14/10 04 Computerized Legal Research 3.00
05/14/10 05 Computer Fee 10.00
05/14/10 08 Dispute Resolution Fund 10.00
05/14/10 cb COST BILL .00
05/14/10 igf Indigent Guardianship Fund 30.00
05/14/10 adl Additional Letters of Authority 1.00
05/14/10 10 Application for Appointment of Trustee .00
05/14/10 11 Fiduciary's Acceptance .00
05/14/10 13 Entry Appointing Trustee, Letters of 5.00
Authority
CLARK, CHRISTOPHER L. (fidy)
05/14/10 16a Application to Deposit Assets in Lieu of .00
Bond
05/14/10 16b Entry Ordering Deposit of Assets MORGAN STANL 5.00
In Lieu of Bond 20359.00
001
05/14/10 cc Certified Copy 1.00
05/14/10 Receipt 351540 100.00
06/29/10 16c Verification of Receipt or Deposit MORGAN STANL .00
20044.80
001 Y
07/15/10 6k Notice to File Inventory 0065348 1.00
07/22/10 6.0 Inventory 20044.80 7.00
07/22/10 Receipt 355721 8.00
07/22/10 13.7 Entry Extending Accounting Until .00
Further Order by the Court
07/22/10 13o Entry Extending Time to File Account 03/11/2024 .00
07/22/10 Pay out made through bookkeeper # 0000040554 .00
ACCT #: 000000000209 12.00
07/29/10 1ca Application for Attorney Fees 5.00
07/29/10 1cb Entry Approving Attorney Fees 1150.50 5.00
Eileen R. Bower 144.28
07/29/10 fs Fee Schedule .00
07/29/10 cc Certified Copy 1.00
07/29/10 Receipt 356146 11.00
08/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/03/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/08/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/22/13 13s Custodial Month End Report MORGAN STANL .00
19606.80
03/22/13 13s Custodial Month End Report MORGAN STANL .00
20544.00
03/22/13 13s Custodial Month End Report MORGAN STANL .00
18372.37
03/22/13 13s Custodial Month End Report MORGAN STANL .00
20116.86
03/22/13 13s Custodial Month End Report MORGAN STANL .00
21526.40
03/22/13 13s Custodial Month End Report MORGAN STANL .00
21207.54
03/22/13 13s Custodial Month End Report MORGAN STANL .00
22094.09
05/21/13 13s Custodial Month End Report MORGAN STANL .00
24364.85
05/21/13 13s Custodial Month End Report MORGAN STANL .00
24346.97
05/21/13 13s Custodial Month End Report MORGAN STANL .00
24621.13
05/21/13 13s Custodial Month End Report MORGAN STANL .00
25740.12
05/21/13 13s Custodial Month End Report MORGAN STANL .00
25344.27
05/21/13 13s Custodial Month End Report MORGAN STANL .00
25846.40
05/21/13 13s Custodial Month End Report MORGAN STANL .00
27381.10
05/21/13 13s Custodial Month End Report MORGAN STANL .00
25900.04
05/21/13 13s Custodial Month End Report MORGAN STANL .00
26452.83
05/21/13 13s Custodial Month End Report MORGAN STANL .00
27907.07
05/21/13 13s Custodial Month End Report MORGAN STANL .00
28409.20
05/21/13 13s Custodial Month End Report MORGAN STANL .00
27907.07
06/13/13 13s Custodial Month End Report MORGAN STANL .00
29206.35
06/13/13 13s Custodial Month End Report MORGAN STANL .00
29821.72
06/13/13 13s Custodial Month End Report MORGAN STANL .00
31709.55
06/13/13 13s Custodial Month End Report MORGAN STANL .00
31075.62
06/13/13 13x Custodial Year End Report 2012 MORGAN STANL .00
0.00
06/13/13 16n INFORMATION DOCKET ONLY MORGAN STANL .00
Custodial Deposit/New Account Number 28962.80
003
06/13/13 13s Custodial Month End Report MORGAN STANL .00
28962.80
06/13/13 13s Custodial Month End Report MORGAN STANL .00
29338.77
06/13/13 13s Custodial Month End Report MORGAN STANL .00
29398.37
06/13/13 13s Custodial Month End Report MORGAN STANL .00
29230.01
06/13/13 13s Custodial Month End Report MORGAN STANL .00
31234.06
06/13/13 13s Custodial Month End Report MORGAN STANL .00
29308.98
06/13/13 13s Custodial Month End Report MORGAN STANL .00
28644.45
07/18/13 13s Custodial Month End Report MORGAN STANL .00
28991.62
07/18/13 13s Custodial Month End Report MORGAN STANL .00
30708.10
07/18/13 13s Custodial Month End Report MORGAN STANL .00
30374.35
07/18/13 13s Custodial Month End Report MORGAN STANL .00
32159.03
07/18/13 13s Custodial Month End Report MORGAN STANL .00
30555.79
07/18/13 13s Custodial Month End Report MORGAN STANL .00
31372.32
07/18/13 13s Custodial Month End Report MORGAN STANL .00
28944.28
08/07/13 13s Custodial Month End Report MORGAN STANL .00
29529.86
09/16/13 13s Custodial Month End Report MORGAN STANL .00
27627.13
10/16/13 13s Custodial Month End Report MORGAN STANL .00
28202.27
11/14/13 13s Custodial Month End Report MORGAN STANL .00
27312.75
10/21/14 13s Custodial Month End Report MORGAN STANL .00
27382.78
10/21/14 ccai Correction of Custodial Acct Identifiers MORGAN STANL .00
10/21/14 13r Custodial Year End Report 2013 MORGAN STANL .00
28699.95
11/13/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/28/15 13r Custodial Year End Report 2014 MORGAN STANL .00
24940.91
07/13/15 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
06/27/16 13r Custodial Year End Report 2015 MORGAN STANL .00
21935.85
06/13/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/07/17 ccai Correction of Custodial Acct Identifiers MORGAN STANL .00
08/07/17 13r Custodial Year End Report 2016 MORGAN STANL .00
26832.66
04/18/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/29/18 13r Custodial Year End Report 2017 MORGAN STANL .00
25464.16
10/09/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/09/18 15b Entry Authorizing Expenditure of Funds 200.00 .00
(Custodial) per year
10/09/18 att Attachments .00
10/09/18 Receipt 524218 16.00
05/16/19 13r Custodial Year End Report 2018 MORGAN STANL .00
20094.74
08/29/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/14/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/07/20 13r Custodial Year End Report 2019 MORGAN STANL .00
23716.67
02/22/21 13r Custodial Year End Report 2020 MORGAN STANL .00
23096.35
07/27/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/07/22 13r Custodial Year End Report 2021 MORGAN STANL .00
25398.34
11/08/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/30/23 13r Custodial Year End Report 2022 MORGAN STANL .00
26860.61
12/11/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/13/24 13k Notice to File Account 0065348 1.00
07/19/24 l LETTER: to Christopher Clark .00
from Mag Asst Lindsay E Webster
07/31/24 vcos Certificate of Service for Virtual Mail .00
07/31/24 vcs Virtual Service Mail Sent 8.16
Christopher L Clark 008657
07/31/24 vcs Virtual Service Mail Sent 5.16
Eileen R Bower 008664
07/31/24 vcs Virtual Service Mail Sent 3.00
Eileen R Bower 008664
08/09/24 33 Application to Terminate Custodial 10.00
Account(s)
08/09/24 50o Receipt and Release of All Claims .00
Morgan Stanley Acct. # 033 32767.98
08/09/24 att Attachments .00
08/09/24 33e Entry Terminating Custodial Account(s) y 5.00
and Dispensing With Accounting
08/09/24 Receipt 630292 19.00
08/20/24 Receipt 630808 13.32
08/28/24 vcmw Virtual Service Returned/NO SERVICE .00
Christopher L Clark-UNCLAIMED
08/28/24 rm Regular Mail Sent .00
09/19/24 99 Case Closed .00
BALANCE DUE .00
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