Case Docket

Case Number: 587264  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : REED, RACHEL MARIE
AKA : REED, RACHEL M.

Date Code Description Reference Receipt Cost
09/20/17 01 Case Number (Daily Reporter) 10.00
09/20/17 02 Forms 10.00
09/20/17 03 Docketing & Index 15.00
09/20/17 04 Computerized Legal Research 3.00
09/20/17 05 Computer Fee 10.00
09/20/17 08 Dispute Resolution Fund 15.00
09/20/17 16 Special Projects Fund 15.00
09/20/17 cb COST BILL .00
09/20/17 igf Indigent Guardianship Fund 30.00
09/20/17 adl Additional Letters of Authority 6.00
09/20/17 10 Application for Appointment of Trustee .00
09/20/17 11 Fiduciary's Acceptance .00
09/20/17 11 Fiduciary's Acceptance .00
09/20/17 4.2 Fiduciary's Bond/RLI Ins Co 68300.00 .00
CBS
Frank Duffy
09/20/17 bacb Bond Application for CBS Agency .00
09/20/17 13 Entry Appointing Trustee, Letters of 5.00
Authority
JONES, CHARMAINE (fidy)
09/20/17 Receipt 503312 119.00
09/20/17 misc Copy of will of Rachel Marie Reed .00
11/21/17 6k Notice to File Inventory 0093421 1.00
12/20/17 6.0 Inventory .00 7.00
12/20/17 Receipt 508032 8.00
04/09/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/21/18 13k Notice to File Account 0093421 1.00
10/04/18 13n Application to Extend Time to File .00
Account
10/04/18 13o Entry Extending Time to File Account 12/28/2018 5.00
10/04/18 Receipt 524000 6.00
12/27/18 13n Application to Extend Time to File .00
Account
12/27/18 13o Entry Extending Time to File Account 03/30/2019 5.00
03/28/19 13n Application to Extend Time to File .00
Account
03/28/19 13o Entry Extending Time to File Account 09/20/2019 5.00
03/28/19 Receipt 533192 10.00
08/16/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/23/19 13m Citation to File Account sent to fidy 5.00
09/23/19 vcos Certificate of Service for Virtual Mail .00
09/23/19 vcs Virtual Service Mail Sent 5.60
Charmaine Jones 288643
09/23/19 vcs Virtual Service Mail Sent 5.60
Phillip s Haer 288650
09/23/19 vcs Virtual Service Mail Sent 5.60
Timothy Allen Jones 288667
10/01/19 vcr Virtual Service Returned .00
CJ 288643
10/01/19 vcr Virtual Service Returned .00
TAJ 288667
10/01/19 vcr Virtual Service Returned .00
PSH 288650
10/10/19 6a Amended Inventory 69713.07 7.00
10/10/19 13a Fiduciary's Partial Account 01 22.00
10/10/19 13.1 Receipts and Disbursements .00
10/10/19 13.2 Assets Remaining in Fiduciary's Hands 69713.07 .00
10/10/19 Receipt 544448 50.80
10/11/19 13e Entry Setting Hearing on Account .00
11/25/19 13h Judgment Entry Approving Partial Account .00
04/30/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/15/20 13k Notice to File Account 0093421 1.00
11/24/20 13m Citation to File Account sent to fidy 5.00
11/24/20 vcos Certificate of Service for Virtual Mail .00
11/24/20 vcs Virtual Service Mail Sent 5.60
Charmaine Jones 352276
11/24/20 vcs Virtual Service Mail Sent 5.60
Phillip S Haer 352283
11/24/20 vcs Virtual Service Mail Sent 5.60
Timothy Allen Jones 352290
12/01/20 vcr Virtual Service Returned .00
CJ 352276
12/01/20 vcr Virtual Service Returned .00
TAJ 352290
12/01/20 vcr Virtual Service Returned .00
PSH 352283
12/14/20 l LETTER: .00
Return account for costs, bank statement
and additional bond
02/03/21 1ae Entry Increasing Bond 74000.00 5.00
RLI
02/03/21 4.2 Fiduciary's Bond/RLI Surety 142300.00 .00
CBS
N Romanelli
02/03/21 bacb Bond Application for CBS Agency .00
02/03/21 13a Fiduciary's Partial Account 02 22.00
02/03/21 13.1 Receipts and Disbursements .00
02/03/21 13.2 Assets Remaining in Fiduciary's Hands 71114.62 .00
02/03/21 Receipt 566867 44.80
02/04/21 13e Entry Setting Hearing on Account .00
03/17/21 13h Judgment Entry Approving Partial Account .00
05/20/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/28/21 l LETTER: to Charles H. McClenaghan .00
from Monica Harris
12/02/21 l LETTER:Cover Letter. .00
12/02/21 13a Fiduciary's Partial Account 03 22.00
12/02/21 13.1 Receipts and Disbursements .00
12/02/21 13.2 Assets Remaining in Fiduciary's Hands 71121.13 .00
12/02/21 l LETTER:Outstanding court costs. .00
12/03/21 13e Entry Setting Hearing on Account .00
01/13/22 13h Judgment Entry Approving Partial Account .00
02/16/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/16/22 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial) tas
02/16/22 1ca Application for Attorney Fees 10.00
Phillip S Haer
02/16/22 att Attachments .00
02/16/22 morf Magistrate's Order Regarding Fees 1824.00 .00
tas
02/16/22 2.2 Waiver of Notice of hearing and consent .00
to payment of attorney fees
02/16/22 1cc Consent to Attorney Fees .00
Charmaine Jones, Timothy Allen Jones
03/23/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/23/22 att Attachments .00
03/23/22 15bn Entry Authorizing Expenditure of Funds 2653.14 5.00
(Non-Custodial)
11/01/22 l LETTER:Cover Letter. 10/26/2022 .00
11/01/22 l LETTER:Return Account. Need bank stateme .00
nts and vouchers.
11/03/22 13k Notice to File Account 0093421 1.00
11/22/22 l LETTER:Cover Letter. 11/08/2022 .00
11/22/22 13a Fiduciary's Partial Account 04 22.00
11/22/22 13.1 Receipts and Disbursements .00
11/22/22 13.2 Assets Remaining in Fiduciary's Hands 62788.42 .00
11/22/22 Receipt 599396 89.00
11/23/22 13e Entry Setting Hearing on Account .00
12/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/04/23 13h Judgment Entry Approving Partial Account .00
10/24/23 13k Notice to File Account 0093421 1.00
11/27/23 13a Fiduciary's Partial Account 05 22.00
11/27/23 13.1 Receipts and Disbursements .00
11/27/23 13.2 Assets Remaining in Fiduciary's Hands 62794.70 .00
11/27/23 l LETTER: .00
Court cost
11/28/23 13e Entry Setting Hearing on Account .00
12/13/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/13/23 15bn Entry Authorizing Expenditure of Funds 1099.00 5.00
(Non-Custodial)
12/13/23 Receipt 618384 39.00
12/14/23 Pay out made through bookkeeper # 0000078048 .00
ACCT #: 000000000209 11.00
12/19/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/08/24 13h Judgment Entry Approving Partial Account .00
10/28/24 13k Notice to File Account 0093421 1.00
12/12/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/27/24 l LETTER:Cover Letter. 12/17/2024 .00
12/27/24 13a Fiduciary's Partial Account 06 22.00
12/27/24 13.1 Receipts and Disbursements .00
12/27/24 13.2 Assets Remaining in Fiduciary's Hands 61003.44 .00
12/30/24 13e Entry Setting Hearing on Account .00
02/10/25 13h Judgment Entry Approving Partial Account .00
12/01/25 13k Notice to File Account 0093421 1.00
04/07/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE 24.00
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