Case Docket

Case Number: 561607  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : DOTSON, LORI
AKA :

Date Code Description Reference Receipt Cost
07/23/13 01 Case Number (Daily Reporter) 10.00
07/23/13 02 Forms 10.00
07/23/13 03 Docketing & Index 15.00
07/23/13 04 Computerized Legal Research 3.00
07/23/13 05 Computer Fee 10.00
07/23/13 08 Dispute Resolution Fund 10.00
07/23/13 cb COST BILL .00
07/23/13 igf Indigent Guardianship Fund 30.00
07/23/13 adl Additional Letters of Authority 5.00
07/23/13 10 Application for Appointment of Trustee .00
07/23/13 11 Fiduciary's Acceptance .00
07/23/13 13 Entry Appointing Trustee, Letters of 5.00
Authority
MC GANN, STEVEN C. (fidy)
07/23/13 m Motion For Court To Authorize Creation .00
Of Special Needs Trust
07/23/13 mem Memorandum in Support .00
07/23/13 e Entry 5.00
07/23/13 misc Special Needs Trust .00
07/23/13 Receipt 419132 103.00
07/26/13 16a Application to Deposit Assets in Lieu of .00
Bond
07/26/13 16b Entry Ordering Deposit of Assets PNC 5.00
In Lieu of Bond 31850.00
001
07/26/13 cc Certified Copy 1.00
07/26/13 Receipt 419456 6.00
08/19/13 16a Application to Deposit Assets in Lieu of .00
Bond
08/19/13 16ba Amended Entry Ordering Deposit of PNC 5.00
Assets in Lieu of Bond 31000.00
001
08/19/13 cc Certified Copy 1.00
08/19/13 Receipt 420802 6.00
08/29/13 16c Verification of Receipt or Deposit PNC .00
31000.00
001 Y
09/24/13 6ek eNotice to File Inventory 0030033 .00
10/02/13 6.0 Inventory 31000.00 7.00
10/02/13 cpi Confidential Personal Identifiers .00
10/02/13 1ca Application for Attorney Fees 5.00
Sept 23, 2013
10/02/13 1cb Entry Approving Attorney Fees 3950.00 5.00
Steven McGann
10/02/13 fs Fee Schedule .00
10/02/13 1ca Application for Attorney Fees 5.00
Sept 27, 2013
10/02/13 1cb Entry Approving Attorney Fees 2222.50 5.00
Jaye Michael 135.00
10/02/13 fs Fee Schedule .00
10/02/13 cc Certified Copy 2.00
10/02/13 Receipt 423246 29.00
10/02/13 13.7 Entry Extending Accounting Until .00
Further Order by the Court
02/19/14 13r Custodial Year End Report 2013 PNC .00
24693.42
06/27/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/27/14 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
06/27/14 Receipt 437800 16.00
12/03/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/22/14 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/22/14 15b Entry Authorizing Expenditure of Funds 500.00 .00
(Custodial)
12/22/14 Receipt 447252 16.00
02/03/15 13r Custodial Year End Report 2014 PNC .00
18914.62
09/04/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/24/15 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/24/15 15b Entry Authorizing Expenditure of Funds 2881.00 .00
(Custodial)
09/24/15 Receipt 462752 16.00
06/02/16 13r Custodial Year End Report 2015 PNC .00
16035.43
07/11/16 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/11/16 15b Entry Authorizing Expenditure of Funds 2650.00 .00
(Custodial)
07/11/16 Receipt 478876 16.00
07/20/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/26/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/26/16 15bn Entry Authorizing Expenditure of Funds 5065.50 5.00
(Non-Custodial)
08/26/16 cc Certified Copy 1.00
08/26/16 Receipt 481617 16.00
04/10/17 13r Custodial Year End Report 2016 PNC .00
8321.24
05/25/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/25/17 15b Entry Authorizing Expenditure of Funds 6062.00 .00
(Custodial)
05/25/17 Receipt 496921 16.00
06/13/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/13/17 15b Entry Authorizing Expenditure of Funds 2259.57 .00
(Custodial)
06/13/17 1ca Application for Attorney Fees 10.00
06/13/17 fs Fee Schedule .00
06/13/17 morf Magistrate's Order Regarding Fees 2435.00 .00
Steven McGann
06/13/17 50m Application to Terminate 10.00
DOCKETED ON TRUST IN ERROR
06/13/17 obit Obituary .00
06/13/17 50n Entry Terminating and Dispensing with y 5.00
Final Account
MC GANN, STEVEN C. (fidy)
DOCKETED ON TRUST IN ERROR
06/13/17 Receipt 497925 41.00
06/13/17 dp Docket Page .00
06/14/17 op stat .00
06/14/17 sn ***************SEE NOTES*************** .00
07/12/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/23/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/14/18 13x Custodial Year End Report 2017 PNC .00
0.00
08/27/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/16/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/16/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/06/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/09/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/14/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/06/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/27/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE .00
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