Case Docket

Case Number: 550968  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : MORRISON, JOHN PAUL
AKA :


Date Code Description Reference Receipt Cost
12/02/11 01 Case Number (Daily Reporter) 10.00
12/02/11 02 Forms 10.00
12/02/11 03 Docketing & Index 15.00
12/02/11 04 Computerized Legal Research 3.00
12/02/11 05 Computer Fee 10.00
12/02/11 08 Dispute Resolution Fund 10.00
12/02/11 cb COST BILL .00
12/02/11 igf Indigent Guardianship Fund 30.00
12/02/11 adl Additional Letters of Authority 2.00
12/02/11 10 Application for Appointment of Trustee .00
12/02/11 11 Fiduciary's Acceptance .00
12/02/11 13 Entry Appointing Trustee, Letters of 5.00
Authority
DUNN, ROBERT R. (fidy)
12/02/11 Receipt 384873 95.00
12/02/11 Pay out made through bookkeeper # 0000044215 .00
ACCT #: 000000000209 155.00
12/08/11 15a Application for Authority to Expend 10.00
Funds
12/08/11 15b Entry Authorizing Expenditure of Funds 2924.00 5.00
atty fees, trustee fees and tax prep 6.00
600.00, 350.00 2349.90
1400.00
12/08/11 6.0 Inventory 267323.38 7.00
12/08/11 13a Fiduciary's Partial Account 1 22.00
12/08/11 13.1 Receipts and Disbursements .00
12/08/11 13.2 Assets Remaining in Fiduciary's Hands 296171.78 .00
12/08/11 16a Application to Deposit Assets in Lieu of .00
Bond
12/08/11 16b Entry Ordering Deposit of Assets 5TH/3RD TRST 5.00
In Lieu of Bond 296171.78
001
12/08/11 cc Certified Copy 1.00
12/08/11 cpi Confidential Personal Identifiers .00
12/08/11 Receipt 385258 50.00
12/08/11 16c Verification of Receipt or Deposit 5TH/3RD TRST .00
296171.78
001 y
12/09/11 13e Entry Setting Hearing on Account .00
12/13/11 1ca Application for Attorney Fees 5.00
12/13/11 1cb Entry Approving Attorney Fees 5.00
Bailey Cavalieri LLC 462.50
10.26
12/13/11 1cc Consent to Attorney Fees .00
Jane Krauhs
12/13/11 1cc Consent to Attorney Fees .00
Carol de Poutiloff
12/13/11 fs Fee Schedule .00
12/13/11 1cd Application for Fiduciary Fees 5.00
12/13/11 1ce Entry Approving Fiduciary Fees 5.00
Bailey Cavalieri LLC 1667.07
12/13/11 1cc Consent to Trustee Fees .00
Jane Krauhs
Carol de Poutiloff
12/13/11 fs Fee Schedule .00
12/13/11 Receipt 385491 20.00
01/19/12 13h Judgment Entry Approving Partial Account .00
04/06/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
04/06/12 15b Entry Authorizing Expenditure of Funds 200.00 .00
(Custodial)
Tax Preparation fees
04/06/12 att Attachments .00
04/06/12 Receipt 392365 16.00
10/17/12 13a Fiduciary's Partial Account 02 22.00
10/17/12 13.1 Receipts and Disbursements .00
10/17/12 13.2 Assets Remaining in Fiduciary's Hands 339253.14 .00
10/17/12 ex Extra Pages 1.00
10/17/12 Receipt 403648 23.00
10/18/12 13e Entry Setting Hearing on Account .00
11/14/12 1cd Application for Trustee Fees 5.00
11/14/12 1ce Entry Approving Trustee Fees 1935.11 5.00
Robert R Dunn
11/14/12 1cc Consent to Trustee Fees .00
Carol DePoutiol
Jane Krauhs
11/14/12 fs Fee Schedule .00
11/14/12 cc Certified Copy 2.00
11/14/12 1ca Application for Attorney Fees 5.00
11/14/12 1cd Application for Fiduciary Fees 3862.00 5.00
Robert R Dunn 338.12
11/14/12 1cc Consent to Attorney Fees .00
Carol DePoutiloff
Jane Krauhs
11/14/12 fs Fee Schedule .00
11/14/12 cc Certified Copy 2.00
11/14/12 Receipt 405119 24.00
11/16/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/28/12 13h Judgment Entry Approving Partial Account .00
03/26/13 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/26/13 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
03/26/13 eb Exhibit A-B .00
03/26/13 Receipt 412452 16.00
09/20/13 13k Notice to File Account 0056233 1.00
10/09/13 13a Fiduciary's Partial Account 03 22.00
10/09/13 13.1 Receipts and Disbursements .00
10/09/13 13.2 Assets Remaining in Fiduciary's Hands 356085.59 .00
10/09/13 ex Extra Pages 1.00
10/09/13 Receipt 423706 24.00
10/09/13 Void Receipt 423706 24.00
10/10/13 13e Entry Setting Hearing on Account .00
10/11/13 Receipt 423822 24.00
11/21/13 13h Judgment Entry Approving Partial Account .00
12/26/13 1ca Application for Attorney Fees 5.00
12/26/13 1cb Entry Approving Attorney Fees 3396.00 5.00
Bailey Cavalieri LLC 63.00
12/26/13 1cc Consent to Attorney Fees .00
Carol de Poutiloff
12/26/13 1cc Consent to Attorney Fees .00
Jane Krauhs
12/26/13 fs Fee Schedule .00
12/26/13 1cd Application for Fiduciary Fees 5.00
12/26/13 1ce Entry Approving Fiduciary Fees 2002.36 5.00
Bailey Cavalieri LLC
12/26/13 1cc Consent to Trustee Fees .00
Carol de Poutiloff
Jane Krauhs
12/26/13 fs Fee Schedule .00
12/26/13 cc Certified Copy 2.00
12/26/13 Receipt 427867 22.00
02/11/14 13r Custodial Year End Report 2011 5TH/3RD TRST .00
311366.57
02/11/14 13r Custodial Year End Report 2012 5TH/3RD TRST .00
336022.04
02/11/14 13r Custodial Year End Report 2013 5TH/3RD TRST .00
384596.56
03/20/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/20/14 15b Entry Authorizing Expenditure of Funds 215.00 .00
(Custodial) 11.00
03/20/14 eb Exhibits A & B .00
03/20/14 Receipt 432199 16.00
09/11/14 13k Notice to File Account 0056233 1.00
10/08/14 13a Fiduciary's Partial Account 04 22.00
10/08/14 13.1 Receipts and Disbursements .00
10/08/14 13.2 Assets Remaining in Fiduciary's Hands 397252.75 .00
10/08/14 ex Extra Pages 4.00
10/08/14 Receipt 443376 27.00
10/09/14 13e Entry Setting Hearing on Account .00
11/19/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/20/14 13h Judgment Entry Approving Partial Account .00
11/21/14 1cd Application for Fiduciary Fees 5.00
11/21/14 1ce Entry Approving Fiduciary Fees 2121.39 5.00
Robert R. Dunn
11/21/14 1cc Consent to Trustee Fees .00
Carol de Poutiloff
Jane Krauhs
11/21/14 fs Fee Schedule .00
11/21/14 cc Certified Copy 1.00
11/21/14 1ca Application for Attorney Fees 5.00
Bailey Cavalieri LLC 3977.50
106.00
11/21/14 1cc Consent to Attorney Fees .00
Carol de Poutiloff
Jane Krauhs
11/21/14 fs Fee Schedule .00
11/21/14 Receipt 445730 16.00
12/09/14 1cb Entry Approving Attorney Fees 5.00
12/09/14 cc Certified Copy 1.00
12/09/14 Receipt 446531 6.00
03/31/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/31/15 15b Entry Authorizing Expenditure of Funds 225.00 .00
(Custodial)
03/31/15 eb Exhibit .00
03/31/15 Receipt 452660 16.00
04/20/15 13r Custodial Year End Report 2014 5TH/3RD TRST .00
391270.25
06/15/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/15/15 15b Entry Authorizing Expenditure of Funds 200.00 .00
(Custodial)
06/15/15 Receipt 457032 16.00
08/19/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/09/15 13k Notice to File Account 0056233 1.00
10/13/15 13c Fiduciary's Final Account (Keep Open) 05 22.00
10/13/15 13.1 Receipts and Disbursements .00
10/13/15 13.2 Assets Remaining in Fiduciary's Hands 380071.84 .00
10/13/15 ex Extra Pages 4.00
10/13/15 cos Certificate of Service .00
10/13/15 Receipt 463672 27.00
10/14/15 13e Entry Setting Hearing on Account .00
11/16/15 1ca Application for Attorney Fees 5.00
11/16/15 1cb Entry Approving Attorney Fees 2571.50 5.00
Bailey Cavalieri LLC 65.50
11/16/15 1cc Consent to Attorney Fees .00
Carol de Poutiloff
Jane Krauhs
11/16/15 fs Fee Schedule .00
11/16/15 1cd Application for Fiduciary Fees 5.00
11/16/15 1ce Entry Approving Fiduciary Fees 1591.50 5.00
Bailey Cavalieri LLC
11/16/15 1cc Consent to Attorney Fees .00
Carol de Poutiloff
Jane Krauhs
11/16/15 fs Fee Schedule .00
11/16/15 cc Certified Copy 2.00
11/16/15 Receipt 465506 22.00
11/24/15 13j Judgment Entry Approving Final Account .00
(Keep Open)
03/04/16 13r Custodial Year End Report 2015 5TH/3RD TRST .00
377439.72
04/05/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/05/16 15b Entry Authorizing Expenditure of Funds 230.00 .00
(Custodial)
04/05/16 eb Exhibit .00
04/05/16 Receipt 473292 16.00
05/13/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/21/16 1cd Application for Trust Fees 10.00
11/21/16 1ce Entry Approving Trust Fees 2230.94 .00
11/21/16 fs Fee Schedule .00
11/21/16 cc Certified Copy 1.00
11/21/16 Receipt 486412 11.00
06/09/17 13r Custodial Year End Report 2016 5TH/3RD TRST .00
404766.25
06/14/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/23/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/23/17 15b Entry Authorizing Expenditure of Funds 240.00 .00
(Custodial) 200.00
08/23/17 eb Exhibits A & B .00
08/23/17 Receipt 501795 16.00
11/14/17 1ca Application for Attorney Fees 10.00
11/14/17 1cb Entry Approving Attorney Fees 515.00 .00
Robert R. Dunn 11.00
11/14/17 1cc Consent to Attorney Fees .00
Carol de Poutiloff
Jane Krauhs
11/14/17 fs Fee Schedule .00
11/14/17 1cd Application for Fiduciary Fees 10.00
11/14/17 1ce Entry Approving Fiduciary Fees 2394.46 .00
Robert R. Dunn
11/14/17 fs Fee Schedule .00
11/14/17 Receipt 506141 20.00
04/02/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/02/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
04/02/18 eb Exhibits A,B & C .00
04/02/18 Receipt 513656 16.00
04/19/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/26/18 13r Custodial Year End Report 2017 5TH/3RD TRST .00
463514.82
12/06/18 1ca Application for Attorney Fees 10.00
12/06/18 1cb Entry Approving Attorney Fees 2064.00 .00
Cavalieri, Bailey 36.00
BFS
12/06/18 1cd Application for Fiduciary Fees 10.00
12/06/18 1ce Entry Approving Fiduciary Fees 2808.43 .00
Dunn, Robert R. BFS
12/06/18 fs Fee Schedule .00
12/06/18 1cc Consent to Attorney Fees and Trustee .00
Fees
Krauhs, Jane
Poutiloff, Carol de
12/06/18 Receipt 527184 20.00
04/11/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/11/19 att Attachments .00
04/11/19 15b Entry Authorizing Expenditure of Funds 300.00 .00
(Custodial) 131.00
1537.00
TAS
04/11/19 Receipt 534126 16.00
07/10/19 13r Custodial Year End Report 2018 5TH/3RD TRST .00
423841.78
08/29/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/09/20 1cd Application for Trustee Fees 10.00
01/09/20 1ce Entry Approving Fiduciary Fees 2816.65 .00
Green
01/09/20 fs Fee Schedule .00
01/09/20 cc Certified Copy 1.00
01/09/20 Receipt 549074 11.00
01/09/20 1ca Application for Attorney Fees 10.00
Robert R. Dunn
01/09/20 1cc Consent to Attorney Fees .00
Jane Krauhs
Carol De Poutiloff
01/09/20 fs Fee Schedule 1.00
01/09/20 Receipt 549075 11.00
01/10/20 morf Magistrate's Order Regarding Fees 4800.00 .00
01/10/20 cos Certificate of Service .00
03/29/20 13r Custodial Year End Report 2019 5TH/3RD TRST .00
518023.11
04/15/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/09/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/09/20 eb Exhibits A thru C .00
06/09/20 15b Entry Authorizing Expenditure of Funds 325.00 .00
(Custodial) 89.00
358.00
06/09/20 Receipt 555880 16.00
12/30/20 1ca Application for Attorney Fees 1335.00 10.00
Bailey Cavalieri LLC 93.00
12/30/20 fs Fee Schedule .00
12/30/20 ex Extra Pages 2.00
12/30/20 1cd Application for Trustee Fees 2664.00 10.00
Robert R. Dunn
12/30/20 1cc Consent to Attorney Fees .00
Carol De Putiloff
12/30/20 fs Fee Schedule .00
12/30/20 Receipt 565306 22.00
12/30/20 1cc Consent to Attorney Fees & Trustee Fees .00
Jane Krauhs
01/06/21 morf Magistrate's Order Regarding Trustee 2664.00 .00
Fees Green
01/06/21 morf Magistrate's Order Regarding Atty Fees 1428.00 .00
Green
01/06/21 cos Certificate of Service .00
04/14/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/14/21 att Attachments .00
04/14/21 15b Entry Authorizing Expenditure of Funds 335.00 .00
(Custodial) 11.00
04/14/21 Receipt 570518 16.00
04/30/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/19/21 op Entry Re-Opening Case .00
05/19/21 13r Custodial Year End Report 2020 5TH/3RD TRST .00
576518.12
05/19/21 99 Case Closed .00
10/06/21 op Stat Only .00
12/30/21 1ca Application for Attorney Fees 10.00
Robert R. Dunn
12/30/21 1cc Consent to Attorney Fees .00
Robert R Dunn, Jane M Krauhs &
Carol De Poutiloff
12/30/21 morf Magistrate's Order Regarding Fees 16440.50 .00
12/30/21 1cd Application for Fiduciary Fees 10.00
Robert R Dunn
12/30/21 fs Fee Schedule .00
12/30/21 morf Magistrate's Order Regarding Fees 4774.50 .00
12/30/21 fs Fee Schedule 5.00
01/07/22 50m Application to Terminate Trust 10.00
01/07/22 33 Application to Terminate Custodial 10.00
Account(s)
01/07/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/07/22 dc Death Certificate .00
John Paul Morrison
01/07/22 15b Entry Authorizing Expenditure of Funds TAS .00
(Custodial)
01/07/22 e Entry Terminating Trust & Custodial TAS 5.00
Account
No Account is required
01/07/22 Receipt 583303 50.00
01/07/22 Receipt 583304 16.00
01/07/22 99 Case Closed .00
03/16/22 op Entry Re-Opening Case .00
03/16/22 13r Custodial Year End Report 2021 5TH/3RD TRST .00
604570.11
03/16/22 99 Case Closed .00
11/29/23 op Entry Re-Opening Case .00
11/29/23 13x Custodial Year End Report 2022 5TH/3RD TRST .00
0.00
11/29/23 99 Case Closed .00
BALANCE DUE .00
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