Case Docket

Case Number: 569425  
Case Type: T  TRUST
Case Subtype: IV  INTER VIVOS TRUST
Name : PERKINS, DALLAS
AKA :


Date Code Description Reference Receipt Cost
11/07/14 01 Case Number (Daily Reporter) 10.00
11/07/14 03 Docketing & Index 15.00
11/07/14 04 Computerized Legal Research 3.00
11/07/14 05 Computer Fee 10.00
11/07/14 08 Dispute Resolution Fund 10.00
11/07/14 cb COST BILL .00
11/07/14 14 Motion to Accept Jurisdiction .00
11/07/14 15 Entry Accepting Jurisdiction 5.00
11/07/14 Receipt 444921 53.00
02/17/15 13a Fiduciary's Partial Account 01 22.00
NELSON, MARJORIE R. (fidy)
02/17/15 13.1 Receipts and Disbursements .00
02/17/15 13.2 Assets Remaining in Fiduciary's Hands 358707.12 .00
02/17/15 cos Certificate of Service .00
02/17/15 Receipt 450189 22.00
02/18/15 13e Entry Setting Hearing on Account .00
03/31/15 13h Judgment Entry Approving Partial Account .00
04/09/15 1ca Application for Attorney Fees 5.00
04/09/15 fs Fee Schedule .00
04/09/15 1cb Entry Approving Attorney Fees 5440.00 5.00
Fred J. Milligan 232.68
04/09/15 1cd Application for Fiduciary Fees 5.00
04/09/15 1ce Entry Approving Fiduciary Fees 1370.00 5.00
Marjorie Nelson & Jerry Nelson
04/09/15 Receipt 453213 20.00
09/29/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/20/16 13k Notice to File Account 0001729 1.00
02/23/16 13m Citation to File Account sent to fidy 5.00
02/23/16 vcos Certificate of Service for Virtual Mail .00
02/23/16 vcs Virtual Service Mail Sent 5.35
Marjorie R Nelson 078930
02/23/16 vcs Virtual Service Mail Sent 5.35
Frederick J Milligan Jr 078947
02/23/16 vcs Virtual Service Mail Sent 5.35
Jerry Nelson 078954
03/03/16 vcr Virtual Service Returned .00
FJM 078947
03/03/16 vcr Virtual Service Returned .00
JN 078954
03/03/16 vcr Virtual Service Returned .00
MRN 078930
03/10/16 13a Fiduciary's Partial Account 02 22.00
NELSON, MARJORIE R. (fidy)
03/10/16 13.1 Receipts and Disbursements .00
03/10/16 13.2 Assets Remaining in Fiduciary's Hands 336520.05 .00
03/10/16 1cd Application for Fiduciary Fees 5.00
03/10/16 1ce Entry Approving Fiduciary Fees 1766.83 5.00
Marjorie Nelson
Jerry Nelson
03/10/16 1ca Application for Attorney Fees 5.00
03/10/16 1cb Entry Approving Attorney Fees 4475.00 5.00
Fred J. Milligan
03/10/16 fs Fee Schedule .00
03/10/16 Receipt 471743 64.05
03/11/16 13e Entry Setting Hearing on Account .00
04/21/16 13h Judgment Entry Approving Partial Account .00
09/09/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/13/17 13k Notice to File Account 0001729 1.00
02/22/17 13a Fiduciary's Partial Account 03 22.00
NELSON, MARJORIE R. (fidy)
02/22/17 13.1 Receipts and Disbursements .00
02/22/17 13.2 Assets Remaining in Fiduciary's Hands 301986.61 .00
02/22/17 1ca Application for Attorney Fees 10.00
02/22/17 1cb Entry Approving Attorney Fees 1360.00 .00
Fred J Milligan
02/22/17 fs Fee Schedule .00
02/22/17 1cd Application for Fiduciary Fees 10.00
02/22/17 1ce Entry Approving Fiduciary Fees 2025.82 .00
02/22/17 fs Fee Schedule .00
02/22/17 Receipt 491348 43.00
02/23/17 13e Entry Setting Hearing on Account .00
04/05/17 13h Judgment Entry Approving Partial Account .00
08/03/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/18 13k Notice to File Account 0001729 1.00
02/27/18 13m Citation to File Account sent to fidy 5.00
02/27/18 vcos Certificate of Service for Virtual Mail .00
02/27/18 vcs Virtual Service Mail Sent 5.35
marjorie R Nelson 185881
02/27/18 vcs Virtual Service Mail Sent 5.35
Frederick J Milligan Jr 185898
02/27/18 vcs Virtual Service Mail Sent 5.35
Jerry Nelson 185904
03/13/18 vcr Virtual Service Returned .00
FJM 185898
03/20/18 cos Certificate of Service Of Account .00
03/20/18 13a Fiduciary's Partial Account 04 22.00
NELSON, MARJORIE R. (fidy)
03/20/18 13.1 Receipts and Disbursements .00
03/20/18 13.2 Assets Remaining in Fiduciary's Hands 295355.67 .00
03/20/18 1cd Application for Fiduciary Fees 10.00
03/20/18 fs Fee Schedule .00
03/20/18 1ce Entry Approving Fiduciary Fees 1894.86 .00
03/20/18 1ca Application for Attorney Fees 10.00
03/20/18 1cb Entry Approving Attorney Fees 570.00 .00
Meister
03/20/18 Receipt 512898 64.05
03/21/18 13e Entry Setting Hearing on Account .00
03/27/18 vcr Virtual Service Returned .00
JN 185901
03/27/18 vcr Virtual Service Returned .00
MRN 185881
05/01/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/01/18 13h Judgment Entry Approving Partial Account .00
02/21/19 13k Notice to File Account 0001729 1.00
03/26/19 13m Citation to File Account sent to fidy 5.00
03/26/19 vcos Certificate of Service for Virtual Mail .00
03/26/19 vcs Virtual Service Mail Sent 5.60
Margori R Nelson 257465
03/26/19 vcs Virtual Service Mail Sent 5.60
Frederick J Milligan Jr 257472
03/26/19 vcs Virtual Service Mail Sent 5.60
Jerry Nelson 257489
03/26/19 13a Fiduciary's Partial Account 05 22.00
NELSON, MARJORIE R. (fidy)
03/26/19 13.1 Receipts and Disbursements .00
03/26/19 13.2 Assets Remaining in Fiduciary's Hands 262221.94 .00
03/26/19 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
03/26/19 Receipt 533061 44.80
03/27/19 13e Entry Setting Hearing on Account .00
04/02/19 1ca Application for Attorney Fees 10.00
04/02/19 fs Fee Schedule .00
04/02/19 1cb Entry Approving Attorney Fees 750.00 .00
Fred Milligan
04/02/19 1cd Application for Fiduciary Fees 10.00
04/02/19 1ce Entry Approving Fiduciary Fees 2848.06 .00
Marjorie & Jerry Nelson
04/02/19 Receipt 533460 20.00
05/07/19 13h Judgment Entry Approving Partial Account .00
08/27/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/27/20 13k Notice to File Account 0001729 1.00
03/30/20 13n Application to Extend Time to File .00
Account
03/30/20 13o Entry Extending Time to File Account 06/03/2020 5.00
NELSON, MARJORIE R. (fidy)
03/30/20 Receipt 553448 5.00
05/14/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/03/20 13n Application to Extend Time to File .00
Account
06/03/20 13o Entry Extending Time to File Account 07/31/2020 5.00
NELSON, MARJORIE R. (fidy)
06/03/20 Receipt 555689 5.00
06/08/20 l LETTER: .00
Cover Letter
06/08/20 13a Fiduciary's Partial Account 06 22.00
NELSON, MARJORIE R. (fidy)
06/08/20 13.1 Receipts and Disbursements .00
06/08/20 13.2 Assets Remaining in Fiduciary's Hands 236792.98 .00
06/08/20 Receipt 555829 23.00
06/09/20 13e Entry Setting Hearing on Account .00
06/16/20 1cd Application for Fiduciary Fees 10.00
Marjorie Nelson & Jerry Nelson
06/16/20 fs Fee Schedule .00
06/16/20 1ce Entry Approving Fiduciary Fees 2753.45 .00
06/16/20 1ca Application for Attorney Fees 10.00
Fred J. Milligan
06/16/20 fs Fee Schedule .00
06/16/20 1cb Entry Approving Attorney Fees 1150.00 .00
06/16/20 Receipt 556187 20.00
07/20/20 13h Judgment Entry Approving Partial Account .00
05/04/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/11/21 13k Notice to File Account 0001729 1.00
07/15/21 13a Fiduciary's Partial Account 07 22.00
NELSON, MARJORIE R. (fidy)
07/15/21 13.1 Receipts and Disbursements .00
07/15/21 13.2 Assets Remaining in Fiduciary's Hands 209069.80 .00
07/15/21 cos Certificate of Service .00
07/15/21 Receipt 574988 23.00
07/16/21 13e Entry Setting Hearing on Account .00
07/27/21 1ca Application for Attorney Fees 10.00
Fred J Milligan
07/27/21 fs Fee Schedule .00
07/27/21 1cb Entry Approving Attorney Fees 950.00 .00
07/27/21 1cd Application for Fiduciary Fees 10.00
Marjorie Nelson & Jerry Nelson
07/27/21 fs Fee Schedule .00
07/27/21 1ce Entry Approving Fiduciary Fees 3116.30 .00
07/27/21 Receipt 575537 20.00
08/26/21 13h Judgment Entry Approving Partial Account .00
06/21/22 13k Notice to File Account 0001729 1.00
07/26/22 l LETTER:Cover Letter. 07/20/2022 .00
07/26/22 r Receipt .00
07/26/22 13a Fiduciary's Partial Account 08 22.00
NELSON, MARJORIE R. (fidy)
07/26/22 13.1 Receipts and Disbursements .00
07/26/22 13.2 Assets Remaining in Fiduciary's Hands 177492.44 .00
07/26/22 Receipt 593339 23.00
07/27/22 13e Entry Setting Hearing on Account .00
09/06/22 13h Judgment Entry Approving Partial Account .00
11/09/22 1ca Application for Attorney Fees 10.00
Fred J Milligan
11/09/22 1cb Entry Approving Attorney Fees 1100.00 .00
11/09/22 1cd Application for Fiduciary Fees 10.00
Marjorie Nelson & Jerry Nelson
11/09/22 1ce Entry Approving Fiduciary Fees 2107.97 .00
11/09/22 Receipt 598767 20.00
12/12/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/27/23 13k Notice to File Account 0001729 1.00
08/01/23 13n Application to Extend Time to File .00
Account
08/01/23 13o Entry Extending Time to File Account 11/01/2023 5.00
NELSON, MARJORIE R. (fidy)
08/01/23 Receipt 611706 5.00
08/03/23 13a Fiduciary's Partial Account 09 22.00
NELSON, MARJORIE R. (fidy)
08/03/23 13.1 Receipts and Disbursements .00
08/03/23 13.2 Assets Remaining in Fiduciary's Hands 177492.44 .00
08/03/23 Receipt 611879 23.00
08/04/23 13e Entry Setting Hearing on Account .00
09/14/23 13h Judgment Entry Approving Partial Account .00
12/14/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/18/23 l LETTER: to Fred Milligan .00
from Mag Asst Monica Harris
12/19/23 l LETTER: to Fred Milligan .00
from Mag Asst Lindsay E Webster
01/04/24 20.7 Notice of Death of Fiduciary .00
-Marjorie R. Nelson passed on 10/11/2023
01/04/24 dc Death Certificate .00
Marjorie R. Nelson
01/04/24 50k Application to Amend Letters of .00
Authority
01/04/24 50l Entry Amending Letters of Authority HJW 5.00
01/04/24 adl Additional Letters of Authority 1.00
01/04/24 Receipt 619331 6.00
01/08/24 m Motion to amend letters of authority .00
01/08/24 e Entry hjw 5.00
01/08/24 al Amended Letters of Authority .00
03/04/24 Receipt 622309 5.00
07/05/24 13k Notice to File Account 0001729 1.00
07/29/24 13n Application to Extend Time to File .00
Account
07/29/24 13o Entry Extending Time to File Account 09/30/2024 5.00
NELSON, MARJORIE R. (fidy)
07/29/24 Receipt 629628 5.00
08/12/24 13.0 Fiduciary's Final Account 10 .00
NELSON, MARJORIE R. (fidy)
08/12/24 13a Fiduciary's Partial Account 10 22.00
NELSON, JERRY (fidy)
08/12/24 13.1 Receipts and Disbursements .00
08/12/24 13.2 Assets Remaining in Fiduciary's Hands 171354.12 .00
08/12/24 cos Certificate of Service .00
08/12/24 Receipt 630425 23.00
08/13/24 13e Entry Setting Hearing on Account .00
09/23/24 13i Judgment Entry Approving Final Account .00
02/05/25 app Application .00
To Amend Entry Filed 9/23/24 Approving
Final Account To A Partial Account
02/19/25 misc Copy of Trust Agreement .00
02/20/25 50m Application to Terminate Trust .00
02/20/25 mem Memorandum in Support .00
02/20/25 c1 Waiver of Notice & Consent to Close Case .00
Jerry Nelson
Andrea Perkins
02/20/25 50n Entry Terminating and Dispensing with y .00
Final Account
NELSON, JERRY (fidy)
BALANCE DUE .00
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