Case Docket

Case Number:	580370
Case Type:	T TRUST
Case Subtype:	SN SPECIAL NEEDS
Name :	LUCERO, GINA A.
AKA :

Date	Code	Description	Reference	Receipt	Cost
08/22/16	01	Case Number (Daily Reporter)			10.00
08/22/16	02	Forms			10.00
08/22/16	03	Docketing & Index			15.00
08/22/16	04	Computerized Legal Research			3.00
08/22/16	05	Computer Fee			10.00
08/22/16	08	Dispute Resolution Fund			15.00
08/22/16	16	Special Projects Fund			15.00
08/22/16	cb	COST BILL			.00
08/22/16	igf	Indigent Guardianship Fund			30.00
08/22/16	adl	Additional Letters of Authority			3.00
08/22/16	10	Application for Appointment of Trustee			.00
08/22/16	4.2	Fiduciary's Bond/Century surety Co	100000.00		.00
			Palmer/Mille
			R Prater
08/22/16	bapm	Bond Application for Palmer Miller			.00
08/22/16	11	Fiduciary's Acceptance			.00
08/22/16	13	Entry Appointing Trustee, Letters of			5.00
		Authority
		CARLSON, VALERIE H.	(fidy)
08/22/16	misc	Gina A. Lucero Irrevocable Special Needs			.00
		Trust For Supplemental Services
08/22/16		Receipt	481277	116.00
09/15/16	6.0	Inventory	50000.00		7.00
09/15/16		Receipt	482667	7.00
09/15/16	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/15/16	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
09/15/16	mem	Memorandum in Support			.00
09/15/16	1ca	Application for Attorney Fees			5.00
		01/28/2016 ending 09/15/2016
09/15/16	1cb	Entry Approving Attorney Fees	5662.50		5.00
		Valerie H Carlson	694.10
09/15/16	fs	Fee Schedule			1.00
09/15/16	1ca	Application for Attorney Fees			5.00
		10/30/2015 ending 07/26/2016
09/15/16	1cb	Entry Approving Attorney Fees	7163.00		5.00
		Valerie H Carlson
09/15/16	fs	Fee Schedule			11.00
09/15/16		Receipt	482685	47.00
10/26/16	1ca	Application for Attorney Fees			10.00
		Carlson Law Office
10/26/16	1cb	Entry Approving Attorney Fees	625.00		.00
			50.00
10/26/16	fs	Fee Schedule			.00
10/26/16	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
10/26/16	mem	Memorandum in Support			.00
10/26/16	15bn	Entry Authorizing Expenditure of Funds	2012.38		5.00
		(Non-Custodial)	585.67
			188.50
			1000.00
10/26/16		Receipt	485067	25.00
01/26/17	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
01/26/17	15bn	Entry Authorizing Expenditure of Funds	see		5.00
		(Non-Custodial)	application
01/26/17	mem	Memorandum in Support			.00
01/26/17	1ca	Application for Attorney Fees			10.00
		Carlson law Office
01/26/17	1cb	Entry Approving Attorney Fees	575.00		.00
			50.00
01/26/17	fs	Fee Schedule			.00
01/26/17		Receipt	489863	25.00
07/25/17	13k	Notice to File Account	0046578		1.00
08/04/17	ci	ANNUAL PHYSICAL/ELECTONIC - 2017			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
09/19/17	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/19/17	mem	Memorandum in Support			.00
09/19/17	att	Attachments			.00
09/19/17	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
09/19/17	1ca	Application for Attorney Fees	3702.40		10.00
		Isaac Wiles Burkholder & Teetor, LLC
09/19/17	fs	Fee Schedule			.00
09/19/17		Receipt	503251	26.00
09/21/17	morf	Magistrate's Order Regarding Fees	3702.40		.00
			Duffy
09/21/17	cos	Certificate of Service			.00
09/29/17	13a	Fiduciary's Partial Account	1		22.00
09/29/17	13.1	Receipts and Disbursements			.00
09/29/17	13.2	Assets Remaining in Fiduciary's Hands	28419.64		.00
09/29/17	ex	Extra Pages			1.00
09/29/17	1b	Application to Reduce Bond			5.00
09/29/17	1be	Entry to Reduce Bond	50000.00		5.00
			Star Surety
09/29/17	cc	Certified Copy			1.00
09/29/17		Receipt	503884	34.00
10/02/17	13e	Entry Setting Hearing on Account			.00
10/11/17	1ca	Application for Attorney Fees			10.00
10/11/17	1cb	Entry Approving Attorney Fees	1150.00		.00
		Carlson Law Office, LLC	60.00
10/11/17	fs	Fee Schedule			.00
10/11/17	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
10/11/17	15bn	Entry Authorizing Expenditure of Funds	500.00		5.00
		(Non-Custodial)
10/11/17	mem	Memorandum in Support			.00
10/11/17		Receipt	504488	25.00
11/08/17	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/08/17	mem	Memorandum in Support			.00
11/08/17	15bn	Entry Authorizing Expenditure of Funds	912.00		5.00
		(Non-Custodial)	1000.00
11/08/17		Receipt	505868	15.00
11/13/17	13h	Judgment Entry Approving Partial Account			.00
04/05/18	ci	ANNUAL PHYSICAL/ELECTRONIC - 2018			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
04/12/18	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
04/12/18	mem	Memorandum in Support			.00
04/12/18		Receipt	514307	10.00
04/17/18	eb	Exhibits			.00
		Veterinary Bills
04/17/18	15b	Entry Authorizing Expenditure of Funds	1122.43		.00
		(Custodial)
08/16/18	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
08/16/18	mem	Memorandum in Support			.00
08/16/18	15bn	Entry Authorizing Expenditure of Funds	1060.00		5.00
		(Non-Custodial)	Stone
08/16/18		Receipt	521435	15.00
09/05/18	13ek	eNotice to File Account	0046578		.00
10/10/18	13m	Citation to File Account	0046578 fidy		5.00
10/10/18	vcos	Certificate of Service for Virtual Mail			.00
10/10/18	vcs	Virtual Service Mail Sent			5.45
		Valerine H Carlson	227642
10/23/18	vcr	Virtual Service Returned			.00
		VHC	227642
11/08/18	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/08/18	mem	Memorandum in Support of Application to			.00
		Expend Funds
11/08/18	15bn	Entry Authorizing Expenditure of Funds	see attached		5.00
		(Non-Custodial)
11/08/18		Receipt	525826	25.45
11/29/18	13a	Fiduciary's Partial Account	02		22.00
11/29/18	13.1	Receipts and Disbursements			.00
11/29/18	13.2	Assets Remaining in Fiduciary's Hands	14421.84		.00
11/29/18	1ca	Application for Attorney Fees			10.00
11/29/18	1cb	Entry Approving Attorney Fees	2450.00		.00
		Carlson Law Office, LLC	70.45
			Stone
11/29/18	fs	Fee Schedule			.00
11/29/18		Receipt	526831	32.00
11/30/18	13e	Entry Setting Hearing on Account			.00
12/12/18	1ca	Application for Attorney Fees	3472.50		10.00
		Isaac Burkholder & Cynthia Roberts
12/12/18	fs	Fee Schedule			5.00
12/12/18		Receipt	527551	15.00
12/12/18	1cc	Consent to Attorney Fees			.00
		Carlson, Valerie
12/17/18	morf	Magistrate's Order Regarding Fees	3472.50		.00
			BFS
12/17/18	cos	Certificate of Service			.00
01/10/19	13h	Judgment Entry Approving Partial Account			.00
08/20/19	ci	ANNUAL PHYSICAL/ELECTRONIC - 2019			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
10/30/19	13ek	eNotice to File Account	0046578		.00
11/14/19	13a	Fiduciary's Partial Account	03		22.00
11/14/19	13.1	Receipts and Disbursements			.00
11/14/19	13.2	Assets Remaining in Fiduciary's Hands	3213.16		.00
11/14/19	1ca	Application for Attorney Fees			10.00
		Carlson Law Office, LLC
11/14/19	1cb	Entry Approving Attorney Fees	750.00		.00
			Green
11/14/19	att	Attachments			.00
11/14/19		Receipt	546245	32.00
11/15/19	13e	Entry Setting Hearing on Account			.00
11/26/19	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/26/19	mem	Memorandum in Support			.00
11/26/19	15bn	Entry Authorizing Expenditure of Funds	990.00		5.00
		(Non-Custodial)	543.08
11/26/19		Receipt	546900	15.00
12/26/19	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
10/20/20	13ek	eNotice to File Account	0046578		.00
01/12/21	13.0	Fiduciary's Final Account	04		22.00
01/12/21	13.1	Receipts and Disbursements			.00
01/12/21		Receipt	565793	22.00
01/13/21	13e	Entry Setting Hearing on Account			.00
02/24/21	13i	Judgment Entry Approving Final Account			.00
		BALANCE DUE			.00

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