Case Docket

Case Number: 579837  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : BRIGHAM, CAROL M.
AKA : BRIGHAM, CAROL MORGAN


Date Code Description Reference Receipt Cost
07/21/16 01 Case Number (Daily Reporter) 10.00
07/21/16 02 Forms 10.00
07/21/16 03 Docketing & Index 15.00
07/21/16 04 Computerized Legal Research 3.00
07/21/16 05 Computer Fee 10.00
07/21/16 08 Dispute Resolution Fund 15.00
07/21/16 16 Special Projects Fund 15.00
07/21/16 cb COST BILL .00
07/21/16 igf Indigent Guardianship Fund 30.00
07/21/16 adl Additional Letters of Authority 2.00
07/21/16 10 Application for Appointment of Trustee .00
07/21/16 11 Fiduciary's Acceptance .00
07/21/16 13 Entry Appointing Trustee, Letters of 5.00
Authority
MORGAN, FREDERICK M., JR. (fidy)
07/21/16 lw LAST WILL AND TESTAMENT OF: (copy) .00
Carol M. Brigham COPY
07/21/16 6.0 Inventory 156276.73 7.00
07/21/16 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/21/16 att Attachments .00
07/21/16 cc Certified Copy 2.00
07/21/16 Receipt 479476 129.00
04/04/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/04/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/04/17 Receipt 493831 15.00
06/22/17 13k Notice to File Account 0046795 1.00
07/24/17 13a Fiduciary's Partial Account 1 22.00
07/24/17 13.1 Receipts and Disbursements .00
07/24/17 13.2 Assets Remaining in Fiduciary's Hands 140961.22 .00
07/24/17 cpi Confidential Personal Identifiers .00
07/24/17 1ca Application for Attorney Fees 10.00
07/24/17 1cb Entry Approving Attorney Fees 1494.00 .00
07/24/17 eb Exhibit A .00
07/24/17 1cd Application for Fiduciary Fees 10.00
07/24/17 1ce Entry Approving Fiduciary Fees 781.77 .00
07/24/17 Receipt 500059 43.00
07/25/17 13e Entry Setting Hearing on Account .00
08/04/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/05/17 13h Judgment Entry Approving Partial Account .00
04/10/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/26/18 13k Notice to File Account 0046795 1.00
07/26/18 13a Fiduciary's Partial Account 02 22.00
07/26/18 13.1 Receipts and Disbursements .00
07/26/18 13.2 Assets Remaining in Fiduciary's Hands 122071.94 .00
07/26/18 cpi Confidential Personal Identifiers .00
07/26/18 1cd Application for Fiduciary Fees 10.00
07/26/18 1ce Entry Approving Fiduciary Fees 741.08 .00
Stone
07/26/18 1ca Application for Attorney Fees 10.00
07/26/18 1cb Entry Approving Attorney Fees 1618.00 .00
Stone
07/26/18 fs Fee Schedule .00
07/26/18 Receipt 520125 43.00
07/27/18 13e Entry Setting Hearing on Account .00
08/23/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/23/18 15bn Entry Authorizing Expenditure of Funds 1500.00 5.00
(Non-Custodial)
08/23/18 cc Certified Copy 1.00
08/23/18 Receipt 521740 16.00
09/06/18 13h Judgment Entry Approving Partial Account .00
01/03/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/03/19 15bn Entry Authorizing Expenditure of Funds 1600.00 5.00
(Non-Custodial) per month
01/03/19 cc Certified Copy 1.00
01/03/19 Receipt 528461 16.00
06/27/19 13k Notice to File Account 0046795 1.00
07/24/19 13a Fiduciary's Partial Account 03 22.00
07/24/19 13.1 Receipts and Disbursements .00
07/24/19 13.2 Assets Remaining in Fiduciary's Hands 101282.61 .00
07/24/19 1ca Application for Attorney Fees 10.00
Kayagy, Albert, Diehl, Acklin & Groeber
07/24/19 fs Fee Schedule .00
07/24/19 1cb Entry Approving Attorney Fees 1706.25 .00
32.00
07/24/19 1cd Application for Trustee Fees 10.00
Frederick M Morgan, Jr
07/24/19 1ce Entry Approving Trustee Fees 741.08 .00
07/24/19 1cd Application for Trustee Fees 10.00
Frederick M Morgan, Jr
07/24/19 1ce Entry Approving Trustee Fees 556.12 .00
07/24/19 cpi Confidential Personal Identifiers .00
07/24/19 Receipt 539951 53.00
07/25/19 13e Entry Setting Hearing on Account .00
08/23/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/04/19 13h Judgment Entry Approving Partial Account .00
05/27/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/25/20 13k Notice to File Account 0046795 1.00
07/28/20 1ca Application for Attorney Fees 10.00
07/28/20 1cb Entry Approving Attorney Fees 1362.50 .00
53.00
07/28/20 1cd Application for Fiduciary Fees 10.00
07/28/20 1ce Entry Approving Fiduciary Fees Waived .00
07/28/20 13a Fiduciary's Partial Account 04 22.00
07/28/20 13.1 Receipts and Disbursements .00
07/28/20 13.2 Assets Remaining in Fiduciary's Hands 80657.18 .00
07/28/20 cpi Confidential Personal Identifiers .00
07/28/20 r Receipt .00
07/28/20 Receipt 558031 43.00
07/29/20 13e Entry Setting Hearing on Account .00
07/29/20 Pay out made through bookkeeper # 0000065592 .00
ACCT #: 000000000209 10.00
09/08/20 13h Judgment Entry Approving Partial Account .00
05/17/21 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 0046795 1.00
07/30/21 1cd Application for Fiduciary Fees 10.00
Frederick M. Morgan
07/30/21 fs Fee Schedule .00
07/30/21 1ce Entry Approving Fiduciary Fees 300.81 .00
07/30/21 cpi Confidential Personal Identifiers .00
07/30/21 13a Fiduciary's Partial Account 05 22.00
07/30/21 13.1 Receipts and Disbursements .00
07/30/21 13.2 Assets Remaining in Fiduciary's Hands 60050.90 .00
07/30/21 Receipt 575722 33.00
07/30/21 1ca Application for Attorney Fees 10.00
Kagay, Albert, Diehl, Acklin & Groeber
07/30/21 fs Fee Schedule .00
07/30/21 1cb Entry Approving Attorney Fees 1575.00 .00
53.00
08/02/21 13e Entry Setting Hearing on Account .00
08/05/21 Receipt 576013 10.00
09/13/21 13h Judgment Entry Approving Partial Account .00
07/05/22 13k Notice to File Account 0046795 1.00
08/05/22 1cd Application for Fiduciary Fees 10.00
Frederick M Morgan, Jr.
08/05/22 fs Fee Schedule .00
08/05/22 1ce Entry Approving Fiduciary Fees 196.54 .00
08/05/22 1ca Application for Attorney Fees 10.00
Kagay, Albert, Diehl, Acklin & Diehl &
Groeber, LLC
08/05/22 fs Fee Schedule .00
08/05/22 1cb Entry Approving Attorney Fees 1280.50 .00
08/05/22 13a Fiduciary's Partial Account 06 22.00
08/05/22 13.1 Receipts and Disbursements .00
08/05/22 13.2 Assets Remaining in Fiduciary's Hands 39229.46 .00
08/05/22 cpi Confidential Personal Identifiers .00
08/05/22 Receipt 593917 43.00
08/08/22 13e Entry Setting Hearing on Account .00
08/11/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/11/22 15bn Entry Authorizing Expenditure of Funds 1750.00/mnth 5.00
(Non-Custodial)
08/11/22 cc Certified Copy 1.00
08/11/22 Receipt 594201 16.00
09/19/22 13h Judgment Entry Approving Partial Account .00
11/30/22 st Status Letter 5.00
11/30/22 Receipt 599724 5.00
12/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/10/23 13k Notice to File Account 0046795 1.00
08/08/23 1ca Application for Attorney Fees 10.00
KAGAY, ALBERT, DIEHL, ACKLIN & GROEBER,
LLC
08/08/23 1cc Consent to Attorney Fees .00
Frederick M Morgan, Jr
08/08/23 fs Fee Schedule .00
08/08/23 1cb Entry Approving Attorney Fees 1730.00 .00
64.00
08/08/23 app Application for Allowance of .00
Compensation to Trustee Waived
08/08/23 1c Consent .00
Frederick M Morgan, Jr
08/08/23 e Entry TAS 5.00
08/08/23 13a Fiduciary's Partial Account 07 22.00
08/08/23 13.1 Receipts and Disbursements .00
08/08/23 13.2 Assets Remaining in Fiduciary's Hands 18925.83 .00
08/08/23 cpi Confidential Personal Identifiers .00
08/08/23 Receipt 612090 38.00
08/09/23 13e Entry Setting Hearing on Account .00
08/09/23 Pay out made through bookkeeper # 0000076863 .00
ACCT #: 000000000209 5.00
09/19/23 13h Judgment Entry Approving Partial Account .00
12/18/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/28/23 50m Application to Terminate Trust 10.00
12/28/23 1c Consent to Terminate Trust .00
Andrew Brigham
12/28/23 50p Entry Terminating and Ordering Final 02/23/2024 5.00
Account
12/28/23 Receipt 619122 15.00
03/06/24 13.0 Fiduciary's Final Account 08 22.00
03/06/24 13.1 Receipts and Disbursements .00
03/06/24 misc Carol M. Brigham Testamentary Trust .00
Discharge of Trustee
03/06/24 1ca Application for Attorney Fees 10.00
Kagay, Albert, Diehl, Acklin, & Groeber
03/06/24 fs Fee Schedule .00
03/06/24 1cb Entry Approving Attorney Fees 2000.00 .00
03/06/24 app Application for Allowance of .00
Compensation to Trustee Waived
03/06/24 att Attachment .00
03/06/24 e Entry HJW 5.00
-The Court being advised in the premises
does acknowledge Trustee's waiver of
said compensation in the amount $81.81
03/06/24 r Receipt acknowledging receipt of .00
$4,016.87 from the TT
-Andrew Brigham
03/06/24 Receipt 622444 37.00
03/07/24 13e Entry Setting Hearing on Account .00
03/07/24 Pay out made through bookkeeper # 0000078816 .00
ACCT #: 000000000209 5.00
04/17/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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