Case Docket

Case Number: 551057  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : DUTTON, MARTHA O.
AKA :


Date Code Description Reference Receipt Cost
12/08/11 01 Case Number (Daily Reporter) 10.00
12/08/11 02 Forms 10.00
12/08/11 03 Docketing & Index 15.00
12/08/11 04 Computerized Legal Research 3.00
12/08/11 05 Computer Fee 10.00
12/08/11 08 Dispute Resolution Fund 10.00
12/08/11 igf Indigent Guardianship Fund 30.00
12/08/11 cb COST BILL .00
12/08/11 adl Additional Letters of Authority 2.00
12/08/11 10 Application for Appointment of Trustee .00
12/08/11 11 Fiduciary's Acceptance .00
12/08/11 13 Entry Appointing Trustee, Letters of 5.00
Authority
RYAN, LESLIE (fidy)
12/08/11 lw LAST WILL AND TESTAMENT OF: .00
Martha O Dutton
12/08/11 Receipt 385233 95.00
12/22/11 6.0 Inventory 70965.99 7.00
12/22/11 Receipt 386066 7.00
12/22/11 Void Receipt 386066 7.00
12/22/11 Receipt 386067 7.00
11/09/12 13k Notice to File Account 0001729 1.00
11/16/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/28/12 1ca Application for Attorney Fees 5.00
11/28/12 fs Fee Schedule .00
11/28/12 1cb Entry Approving Attorney Fees 250.00 5.00
Fred J. Milligan
11/28/12 13a Fiduciary's Partial Account 01 22.00
11/28/12 13.1 Receipts and Disbursements .00
11/28/12 13.2 Assets Remaining in Fiduciary's Hands 61677.27 .00
11/28/12 Receipt 405860 33.00
11/29/12 13e Entry Setting Hearing on Account .00
01/09/13 13h Judgment Entry Approving Partial Account .00
10/30/13 13k Notice to File Account 0001729 1.00
12/12/13 13a Fiduciary's Partial Account 02 22.00
12/12/13 13.1 Receipts and Disbursements .00
12/12/13 13.2 Assets Remaining in Fiduciary's Hands 56850.12 .00
12/12/13 Receipt 427131 23.00
12/12/13 1ca Application for Attorney Fees 5.00
12/12/13 1cb Entry Approving Attorney Fees 170.00 5.00
Lesslie F Ryann
12/12/13 fs Fee Schedule .00
12/12/13 Receipt 427132 10.00
12/13/13 13e Entry Setting Hearing on Account .00
01/23/14 13h Judgment Entry Approving Partial Account .00
11/14/14 13k Notice to File Account 0001729 1.00
11/19/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/22/14 13m Citation to File Account sent to fidy 5.00
12/22/14 13a Fiduciary's Partial Account 03 22.00
12/22/14 13.1 Receipts and Disbursements .00
12/22/14 13.2 Assets Remaining in Fiduciary's Hands 51403.18 .00
12/22/14 Receipt 447277 28.00
12/23/14 13e Entry Setting Hearing on Account .00
01/27/15 1ca Application for Attorney Fees 5.00
01/27/15 fs Fee Schedule .00
01/27/15 1cb Entry Approving Attorney Fees 170.00 5.00
Fred J. Milligan
01/27/15 Receipt 448967 10.00
02/03/15 13h Judgment Entry Approving Partial Account .00
08/19/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/24/15 13k Notice to File Account 0001729 1.00
12/29/15 13m Citation to File Account sent to fidy 5.00
12/29/15 vcos Certificate of Service for Virtual Mail .00
12/29/15 vcs Virtual Service Mail Sent 5.35
Leslie Ryan 071238
12/29/15 vcs Virtual Service Mail Sent 5.35
Frederick JMilligan Jr 071245
01/07/16 vcr Virtual Service Returned .00
LR 071238
01/15/16 vcr Virtual Service Returned .00
FJM 071245
01/22/16 13a Fiduciary's Partial Account 04 22.00
01/22/16 13.1 Receipts and Disbursements .00
01/22/16 13.2 Assets Remaining in Fiduciary's Hands 47738.84 .00
01/22/16 Receipt 468979 38.70
01/25/16 13e Entry Setting Hearing on Account .00
02/10/16 1ca Application for Attorney Fees 5.00
02/10/16 fs Fee Schedule .00
02/10/16 1cb Entry Approving Attorney Fees 218.70 5.00
Fred J Milligan
02/10/16 Receipt 470054 10.00
03/07/16 13h Judgment Entry Approving Partial Account .00
05/13/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/29/16 50r Motion to Remove Fiduciary Or Terminate 10.00
09/29/16 eb Exhibit A .00
09/29/16 1e Entry Setting Hearing 11/07/2016 5.00
10:30 am
09/29/16 Receipt 483495 15.00
09/29/16 cos Certificate of Service .00
11/07/16 nc Notice of Change of Address of: .00
Trustee Leslie F. Ryan
11/07/16 eb Exhibit B .00
11/07/16 mc MEMORANDUM CONTRA Motion Of Yvonne Ryan .00
Filed 09/29/2016
11/07/16 cos Certificate of Service .00
11/07/16 eb Trustee exhibits A thru G .00
11/08/16 dr Digital Record of Hearing RVM .00
11/7/2016/ hearing room 22D
Time:10:46:33-11:37:00
11/14/16 17d Magistrate's Decision Morris .00
The motion to terminate the trust filed
on Sept 29, 2016 is hereby DENIED.
11/14/16 17b Notice To Attorneys and Parties .00
11/14/16 17c Findings of Fact .00
11/14/16 cos Certificate of Service .00
12/27/16 13k Notice to File Account 0001729 1.00
01/06/17 jd Judge's Decision Montgomery 5.00
entry Adopting Magistrate's Decision
01/06/17 cos Certificate of Service .00
01/18/17 1ca Application for Attorney Fees 10.00
01/18/17 1cb Entry Approving Attorney Fees .00
Fred J Milligan
01/18/17 fs Fee Schedule .00
01/18/17 13a Fiduciary's Partial Account 05 22.00
01/18/17 13.1 Receipts and Disbursements .00
01/18/17 13.2 Assets Remaining in Fiduciary's Hands 40866.78 .00
01/18/17 Receipt 489344 38.00
01/19/17 13e Entry Setting Hearing on Account .00
03/01/17 13h Judgment Entry Approving Partial Account .00
06/14/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/19/17 13k Notice to File Account 0001729 1.00
01/22/18 13m Citation to File Account sent to fidy 5.00
01/22/18 vcos Certificate of Service for Virtual Mail .00
01/22/18 vcs Virtual Service Mail Sent 5.35
Leslie Ryan 179576
01/22/18 vcs Virtual Service Mail Sent 5.35
Frederick J Milligan Jr 179583
01/23/18 13a Fiduciary's Partial Account 06 22.00
01/23/18 13.1 Receipts and Disbursements .00
01/23/18 13.2 Assets Remaining in Fiduciary's Hands 34004.11 .00
01/23/18 Receipt 509530 38.70
01/24/18 13e Entry Setting Hearing on Account .00
01/30/18 vcr Virtual Service Returned .00
LR 179576
01/31/18 vcr Virtual Service Returned .00
FJM 179583
02/23/18 1ca Application for Attorney Fees 10.00
02/23/18 fs Fee Schedule .00
02/23/18 1cb Entry Approving Attorney Fees 97.70 .00
692.70
02/23/18 Receipt 511406 10.00
03/06/18 13h Judgment Entry Approving Partial Account .00
04/19/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/26/18 13k Notice to File Account 0001729 1.00
01/29/19 13m Citation to File Account sent to fidy 5.00
01/29/19 vcos Certificate of Service for Virtual Mail .00
01/29/19 vcs Virtual Service Mail Sent 5.60
Leslie Ryan 246995
01/29/19 vcs Virtual Service Mail Sent 5.60
Frederick J Milligan Jr 247008
02/05/19 vcr Virtual Service Returned .00
FJM 247008
02/12/19 vcr Virtual Service Returned .00
LR 246995
03/07/19 13a Fiduciary's Partial Account 07 22.00
03/07/19 13.1 Receipts and Disbursements .00
03/07/19 13.2 Assets Remaining in Fiduciary's Hands 33480.76 .00
03/07/19 Receipt 532045 39.20
03/08/19 13e Entry Setting Hearing on Account .00
04/18/19 13h Judgment Entry Approving Partial Account .00
04/23/19 1ca Application for Attorney Fees 10.00
Milligan, Fred J.
04/23/19 fs Fee Schedule .00
04/23/19 1cb Entry Approving Attorney Fees 740.00 .00
BFS
04/23/19 Receipt 534770 10.00
05/22/19 2.1 Notice Of Intent To Apply For .00
Acceptance Of Resignation As Trustee
05/22/19 cos Certificate of Service .00
06/26/19 11a Resignation of Fiduciary 5.00
06/26/19 11e Entry Accepting Resignation Upon the BFS 5.00
Appointment of a Successor Fiduciary
06/26/19 13a Fiduciary's Partial Account 08 22.00
06/26/19 13.1 Receipts and Disbursements .00
06/26/19 13.2 Assets Remaining in Fiduciary's Hands 29900.86 .00
06/26/19 Receipt 538404 32.00
06/27/19 13e Entry Setting Hearing on Account .00
07/30/19 cb COST BILL .00
07/30/19 igf Indigent Guardianship Fund 30.00
07/30/19 adl Additional Letters of Authority 1.00
07/30/19 10 Application for Appointment of Trustee .00
07/30/19 4.2 Fiduciary's Bond/ RLI Surety 60000.00 .00
CBS
J VanOrder
07/30/19 bacb Bond Application for CBS Agency .00
07/30/19 11 Fiduciary's Acceptance .00
07/30/19 13 Entry Appointing Trustee, Letters of 5.00
Authority
MC GEE, ADRIANN (fidy)
07/30/19 Receipt 540313 36.00
08/08/19 13h Judgment Entry Approving Partial Account .00
08/29/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/15/19 13.0 Fiduciary's Final Account 01 22.00
RYAN, LESLIE (fidy)
10/15/19 13.1 Receipts and Disbursements .00
10/15/19 1ca Application for Attorney Fees 10.00
10/15/19 fs Fee Schedule .00
10/15/19 1cb Entry Approving Attorney Fees 904.00 .00
Fred J. Milligan 74.00
10/15/19 Receipt 544598 32.00
10/16/19 13e Entry Setting Hearing on Account .00
11/08/19 15an Application for Authority to Expend 15000.00 .00
Funds (Non-Custodial)
11/08/19 15bd Entry Denying Expenditure of Funds .00
(Non-Custodial)
11/08/19 cos Certificate of Service .00
11/26/19 13i Judgment Entry Approving Final Account .00
11/27/19 cor Correspondence Received (NOT EVIDENCE) .00
11/27/19 cos Certificate of Service .00
12/02/19 cor Correspondence Received (NOT EVIDENCE) .00
12/02/19 cor Correspondence Received (NOT EVIDENCE) .00
12/02/19 cos Certificate of Service .00
12/06/19 cor Correspondence Received (NOT EVIDENCE) .00
12/06/19 mo Magistrate's Order Morris 5.00
see order
12/06/19 cos Certificate of Service .00
12/31/19 cor Correspondence Received (NOT EVIDENCE) .00
01/02/20 cor Correspondence Received (NOT EVIDENCE) .00
04/15/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/01/20 13k Notice to File Account Sent To fidy 1.00
07/27/20 13a Fiduciary's Partial Account 01 22.00
MC GEE, ADRIANN (fidy)
07/27/20 13.1 Receipts and Disbursements .00
07/27/20 13.2 Assets Remaining in Fiduciary's Hands 24804.58 .00
07/27/20 Receipt 557922 28.00
07/28/20 13e Entry Setting Hearing on Account .00
07/29/20 Pay out made through bookkeeper # 0000065599 .00
ACCT #: 000000000209 3.00
08/11/20 1cd Application for Fiduciary Fees 10.00
Adriann S. Mc Gee
08/11/20 fs Fee Schedule .00
08/11/20 morf Magistrate's Order Regarding Fees 147.00 .00
08/11/20 Receipt 558615 10.00
09/08/20 13h Judgment Entry Approving Partial Account .00
09/17/20 1ca Application for Attorney Fees 10.00
Adriann S. Mc Gee
09/17/20 fs Fee Schedule .00
09/17/20 morf Magistrate's Order Regarding Fees 2854.50 .00
09/17/20 ex Extra Pages 3.00
09/17/20 Receipt 560446 13.00
04/30/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/29/21 13k Notice to File Account Sent To fidy 1.00
01/06/22 13m Citation to File Account sent to fidy 5.00
01/06/22 vcos Certificate of Service for Virtual Mail .00
01/06/22 vcs Virtual Service Mail Sent 6.18
Adriann McGee 407792
01/18/22 vcr Virtual Service Returned .00
AMG 407792
01/24/22 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
01/24/22 morf Magistrate's Order Regarding Fees 145.00 .00
01/24/22 13a Fiduciary's Partial Account 02 22.00
MC GEE, ADRIANN (fidy)
01/24/22 13.1 Receipts and Disbursements .00
01/24/22 13.2 Assets Remaining in Fiduciary's Hands 16358.08 .00
01/24/22 Receipt 583925 44.18
01/25/22 13e Entry Setting Hearing on Account .00
03/07/22 13h Judgment Entry Approving Partial Account .00
11/29/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/28/22 13k Notice to File Account Sent To fidy 1.00
08/28/23 13m Citation to File Account sent to fidy 5.00
08/28/23 vcos Certificate of Service for Virtual Mail .00
08/28/23 vcs Virtual Service Mail Sent 7.21
Adriann McGee 512663
10/04/23 l LETTER:Cover Letter. 09/29/2023 .00
10/04/23 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee 279.52
147.00
10/04/23 1cc Consent to Attorney Fees 279.52 .00
147.00
10/04/23 fs Fee Schedule .00
10/04/23 morf Magistrate's Order Regarding Fees 279.52 .00
147.00
10/04/23 13a Fiduciary's Partial Account 03 22.00
MC GEE, ADRIANN S. (fidy)
10/04/23 13.1 Receipts and Disbursements .00
10/04/23 13.2 Assets Remaining in Fiduciary's Hands 9340.93 .00
10/04/23 ex Extra Pages 1.00
10/04/23 Receipt 614955 34.00
10/05/23 13e Entry Setting Hearing on Account .00
10/12/23 l LETTER:Cover Letter. 10/11/2023 .00
10/12/23 Receipt 615380 12.21
11/16/23 13h Judgment Entry Approving Partial Account .00
12/12/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/13/24 50m Application to Terminate Trust 10.00
05/13/24 50p Entry Terminating and Ordering Final 07/09/2024 5.00
Account
MC GEE, ADRIANN S. (fidy)
05/13/24 Receipt 625855 15.00
05/21/24 l LETTER:Cover Letter. 05/15/2024 .00
05/21/24 1ca Application for Attorney Fees 10.00
Adriann S. McGee 0.00
46.21
05/21/24 1cc Consent to Attorney Fees 0.00 .00
46.21
05/21/24 fs Fee Schedule .00
05/21/24 morf Magistrate's Order Regarding Fees 0.00 .00
46.21
05/30/24 13.0 Fiduciary's Final Account 04 22.00
MC GEE, ADRIANN S. (fidy)
05/30/24 13.1 Receipts and Disbursements .00
05/31/24 13e Entry Setting Hearing on Account .00
06/03/24 Receipt 626953 32.00
06/04/24 Pay out made through bookkeeper # 0000079621 .00
ACCT #: 000000000209 10.00
07/11/24 13i Judgment Entry Approving Final Account .00
07/29/24 op stat only .00
07/29/24 cor Correspondence Received (NOT EVIDENCE) .00
07/29/24 99 Case Closed .00
BALANCE DUE .00
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