Case Docket

Case Number: 584483  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : MAXWELL, HELEN H.
AKA :


Date Code Description Reference Receipt Cost
04/14/17 01 Case Number (Daily Reporter) 10.00
04/14/17 02 Forms 10.00
04/14/17 03 Docketing & Index 15.00
04/14/17 04 Computerized Legal Research 3.00
04/14/17 05 Computer Fee 10.00
04/14/17 08 Dispute Resolution Fund 15.00
04/14/17 16 Special Projects Fund 15.00
04/14/17 cb COST BILL .00
04/14/17 igf Indigent Guardianship Fund 30.00
04/14/17 adl Additional Letters of Authority 5.00
04/14/17 10 Application for Appointment of Trustee .00
04/14/17 11 Fiduciary's Acceptance .00
04/14/17 13 Entry Appointing Trustee, Letters of 5.00
Authority
BRANNOCK, MICHELE M. (fidy)
04/14/17 misc Copy of Last Will & Testament of .00
Helen H. Maxweel
04/14/17 Receipt 494478 118.00
06/15/17 6ek eNotice to File Inventory 0021961 .00
07/14/17 6.0 Inventory 1353024.41 7.00
07/14/17 Receipt 499570 7.00
08/03/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/15/18 13ek eNotice to File Account 0021961 .00
03/23/18 13n Application to Extend Time to File .00
Account
03/23/18 13o Entry Extending Time to File Account 06/29/2018 5.00
03/23/18 Receipt 513090 5.00
04/06/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/22/18 13a Fiduciary's Partial Account 01 22.00
06/22/18 13.1 Receipts and Disbursements .00
06/22/18 13.2 Assets Remaining in Fiduciary's Hands 1405757.83 .00
06/22/18 ex Extra Pages 15.00
06/22/18 Receipt 518237 37.00
06/25/18 13e Entry Setting Hearing on Account .00
08/06/18 13h Judgment Entry Approving Partial Account .00
05/28/19 13ek eNotice to File Account 0021961 .00
06/28/19 13a Fiduciary's Partial Account 02 22.00
06/28/19 13.1 Receipts and Disbursements .00
06/28/19 13.2 Assets Remaining in Fiduciary's Hands 1335624.55 .00
06/28/19 ex Extra Pages 25.00
06/28/19 Receipt 538572 47.00
07/01/19 13e Entry Setting Hearing on Account .00
08/12/19 13h Judgment Entry Approving Partial Account .00
08/19/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/01/20 13ek eNotice to File Account 0021961 .00
06/04/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/22/20 l LETTER: .00
Cover Letter
06/22/20 13a Fiduciary's Partial Account 03 22.00
06/22/20 13.1 Receipts and Disbursements .00
06/22/20 13.2 Assets Remaining in Fiduciary's Hands 1451559.91 .00
06/22/20 ex Extra Pages 22.00
06/22/20 Receipt 556376 44.00
06/23/20 13e Entry Setting Hearing on Account .00
06/23/20 Pay out made through bookkeeper # 0000065337 .00
ACCT #: 000000000209 2.00
08/03/20 13h Judgment Entry Approving Partial Account .00
05/19/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/25/21 13ek eNotice to File Account 0021961 .00
06/24/21 13a Fiduciary's Partial Account 04 22.00
06/24/21 13.1 Receipts and Disbursements .00
06/24/21 13.2 Assets Remaining in Fiduciary's Hands 1377657.63 .00
06/24/21 ex Extra Pages 16.00
06/24/21 Receipt 573912 38.00
06/25/21 13e Entry Setting Hearing on Account .00
08/05/21 13h Judgment Entry Approving Partial Account .00
05/25/22 13ek eNotice to File Account 0021961 .00
06/24/22 13a Fiduciary's Partial Account 05 22.00
06/24/22 13.1 Receipts and Disbursements .00
06/24/22 13.2 Assets Remaining in Fiduciary's Hands 1609028.42 .00
06/24/22 ex Extra Pages 18.00
06/24/22 Receipt 591869 40.00
06/27/22 13e Entry Setting Hearing on Account .00
08/08/22 13h Judgment Entry Approving Partial Account .00
12/19/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/30/23 13ek eNotice to File Account 0021961 .00
07/06/23 r Receipt .00
07/06/23 13a Fiduciary's Partial Account 06 42.00
07/06/23 13.1 Receipts and Disbursements .00
07/06/23 13.2 Assets Remaining in Fiduciary's Hands 1550407.24 .00
07/06/23 ref No Refund Issued: $1.00 or less 1.00
07/06/23 Receipt 610432 43.00
07/07/23 13e Entry Setting Hearing on Account .00
08/17/23 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
06/10/24 13ek eNotice to File Account 0021961 .00
07/03/24 sc Substitution of Counsel 0102340 .00
07/15/24 l LETTER: .00
Return Account Order For Fees
08/15/24 1ca Application for Attorney Fees 10.00
Carlile Patchen & Murphy LLP
08/15/24 1cc Consent to Attorney Fees .00
Gail Gillingham
08/15/24 fs Fee Schedule .00
08/15/24 morf Magistrate's Order Regarding Fees 619.14 .00
08/15/24 13a Fiduciary's Partial Account 07 22.00
BRANNOCK, MICHELE M. (fidy)
08/15/24 13.1 Receipts and Disbursements .00
08/15/24 13.2 Assets Remaining in Fiduciary's Hands 1403696.15 .00
08/15/24 ex Extra Pages 6.00
08/15/24 Receipt 630586 38.00
08/16/24 13e Entry Setting Hearing on Account .00
09/26/24 13h Judgment Entry Approving Partial Account .00
12/02/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/15/25 13k Notice to File Account 0102340 1.00
08/18/25 13a Fiduciary's Partial Account 08 49.00
BRANNOCK, MICHELE M. (fidy)
08/18/25 13.1 Receipts and Disbursements .00
08/18/25 13.2 Assets Remaining in Fiduciary's Hands 1440138.22 .00
08/18/25 1ca Application for Attorney Fees 11.00
Carlile Patchen & Murphy LLP 1000.50
92.74
08/18/25 1cc Consent to Attorney Fees 1000.50 .00
92.74
08/18/25 fs Fee Schedule .00
08/18/25 fs Fee Schedule .00
08/18/25 1cb Entry Approving Attorney Fees 1000.50 .00
92.74
08/18/25 att Attachments .00
08/18/25 Receipt 649694 61.00
08/19/25 13e Entry Setting Hearing on Account .00
09/29/25 13h Judgment Entry Approving Partial Account .00
01/14/26 sc1 Substitution of Counsel (Estates, 0093500 .00
Trusts, Guard.)
BRANNOCK, MICHELE M. (fidy)
01/14/26 cos Certificate of Service .00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/19/26 1ca Application for Attorney Fees 14.00
Adam R Huffman
05/19/26 1cc Consent to Attorney Fees .00
05/19/26 fs Fee Schedule .00
05/19/26 morf Magistrate's Order Regarding Fees 3521.83 .00
05/19/26 Receipt 665706 14.00
07/22/26 13k Notice to File Account 0093500 1.00
07/24/26 13a Fiduciary's Partial Account 09 24.00
BRANNOCK, MICHELE M. (fidy)
07/24/26 13.1 Receipts and Disbursements .00
07/24/26 13.2 Assets Remaining in Fiduciary's Hands 1456548.76 .00
07/24/26 eb Exhibit 92.00
Schwab One Trust Account.
01/01/2025-12/31/2025.
07/24/26 Receipt 669710 117.00
07/27/26 13e Entry Setting Hearing on Account .00
09/08/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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