Case Docket

Case Number: 590257  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : COATES, MAKENZIE NICOLE
AKA :

Date Code Description Reference Receipt Cost
03/12/18 01 Case Number (Daily Reporter) 10.00
03/12/18 02 Forms 10.00
03/12/18 03 Docketing & Index 15.00
03/12/18 04 Computerized Legal Research 3.00
03/12/18 05 Computer Fee 10.00
03/12/18 08 Dispute Resolution Fund 15.00
03/12/18 16 Special Projects Fund 15.00
03/12/18 cb COST BILL .00
03/12/18 igf Indigent Guardianship Fund 30.00
03/12/18 adl Additional Letters of Authority 2.00
03/12/18 10 Application for Appointment of Trustee .00
03/12/18 11 Fiduciary's Acceptance .00
03/12/18 c1 Waiver and Consent .00
Ketrina N. Gutzke
Dezjuan C. Coates
03/12/18 13 Entry Appointing Trustee, Letters of 5.00
Authority
GUTZKE, KETRINA N. (fidy)
03/12/18 misc Makenzie Nicole Coates Irrevocable .00
Special Needs Trust
03/12/18 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/12/18 16b Entry Ordering Deposit of Assets 5TH/3RD TRST 5.00
In Lieu of Bond 446301.30
001
03/12/18 cc Certified Copy 1.00
03/12/18 Receipt 512440 121.00
04/10/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/26/18 16c Verification of Receipt or Deposit 5TH/3RD TRST .00
446301.30
001 Y
04/26/18 6.0 Inventory 446301.30 7.00
04/26/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/26/18 ag Agreement .00
Ketrina N. Gutzke
04/26/18 eb Exhibit A .00
04/26/18 15b Entry Authorizing Expenditure of Funds 51483.00 .00
(Custodial)
04/26/18 Receipt 515063 23.00
04/26/18 13.7 Entry Extending Accounting Until .00
Further Order by the Court
05/02/18 15a Application for Authority to Expend amended 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/02/18 ag Agreement of Ketrina N. Gutzke .00
05/02/18 eb Exhibits A & B .00
05/02/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
05/02/18 Receipt 515444 16.00
09/13/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/13/18 15b Entry Authorizing Expenditure of Funds 690.00 .00
(Custodial) 2080.85
09/13/18 eb Exhibit A + B .00
09/13/18 Receipt 522841 16.00
09/21/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/21/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
09/21/18 eb Exhibit A .00
09/21/18 Receipt 523336 16.00
10/19/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/19/18 eb Exhibit A .00
10/19/18 15b Entry Authorizing Expenditure of Funds 1216.00 .00
(Custodial) Meister
10/19/18 Receipt 524781 16.00
10/26/18 1ca Application for Attorney Fees 13754.00 10.00
Michael Renne 376.13
10/26/18 1cc Consent to Attorney Fees .00
Ketrina Gutzke
10/26/18 fs Fee Schedule 3.00
10/26/18 Receipt 525207 13.00
11/02/18 morf Magistrate's Order Regarding Fees 14130.13 .00
11/13/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/13/18 eb Exhibit A .00
11/13/18 15b Entry Authorizing Expenditure of Funds 156.95 .00
(Custodial)
11/13/18 Receipt 525945 16.00
04/23/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/23/19 15b Entry Authorizing Expenditure of Funds 1176.00 .00
(Custodial)
04/23/19 att Attachments .00
04/23/19 Receipt 534709 16.00
08/16/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/22/19 13r Custodial Year End Report 2018 5TH/3RD TRST .00
378945.80
10/24/19 1ca Application for Attorney Fees 11500.00 10.00
Michael Renne 145.00
10/24/19 1cc Consent to Attorney Fees .00
Ketrina Gutzke
10/24/19 fs Fee Schedule 5.00
10/24/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/24/19 15b Entry Authorizing Expenditure of Funds 14512.50 .00
(Custodial) 416.00
3131.10
10/24/19 eb Exhibit A-C .00
10/24/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/24/19 15b Entry Authorizing Expenditure of Funds 1256.00 .00
(Custodial)
10/24/19 att Attachments .00
10/24/19 Receipt 545086 47.00
10/28/19 morf Magistrate's Order Regarding Fees 11645.00 .00
Worthington
10/28/19 cos Certificate of Service .00
Michael Renne
01/22/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/22/20 15b Entry Authorizing Expenditure of Funds 1604.52 .00
(Custodial) 3514.00
356.13
01/22/20 eb Exhibit A - C 3.00
01/22/20 Receipt 549721 19.00
04/30/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/13/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/13/20 15b Entry Authorizing Expenditure of Funds 1145.00 .00
(Custodial)
05/13/20 att Attachments .00
05/13/20 ex Extra Pages 1.00
05/13/20 Receipt 554901 17.00
05/13/20 l LETTER: cover 05/07/2020 .00
05/14/20 Pay out made through bookkeeper # 0000065071 .00
ACCT #: 000000000209 3.00
10/05/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/05/20 15b Entry Authorizing Expenditure of Funds 3308.00 .00
(Custodial)
atty fees
10/05/20 1ca Application for Attorney Fees 10.00
10/05/20 1cc Consent to Attorney Fees .00
Ketrina Gutzke
10/05/20 fs Fee Schedule 4.00
10/05/20 morf Magistrate's Order Regarding Fees 3308.00 .00
Michael A. Renne
10/05/20 Receipt 561266 30.00
10/13/20 Pay out made through bookkeeper # 0000066285 .00
ACCT #: 000000000209 10.00
10/30/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/30/20 15b Entry Authorizing Expenditure of Funds 1145.00 .00
(Custodial) 724.57
10/30/20 eb Exhibits A & B .00
10/30/20 Receipt 562604 16.00
03/01/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/01/21 att Attachments .00
03/01/21 15b Entry Authorizing Expenditure of Funds 355.71 .00
(Custodial)
03/01/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/01/21 15b Entry Authorizing Expenditure of Funds 4000.00 .00
(Custodial)
03/01/21 Receipt 568142 32.00
04/16/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/16/21 att Attachments .00
04/16/21 15b Entry Authorizing Expenditure of Funds 1493.00 .00
(Custodial)
04/16/21 Receipt 570667 16.00
05/06/21 13r Custodial Year End Report 2019 5TH/3RD TRST .00
365977.17
05/06/21 13x Custodial Year End Report 2020 5TH/3RD TRST .00
0.00
05/06/21 16g Ghost Entry Ordering Deposit of Assets 5TH/3RD TRST .00
In Lieu of Bond into Existing Court 355990.03
Controlled/Custodial Account 002
05/07/21 16c Verification of Receipt or Deposit 5TH/3RD TRST .00
355990.03
002 Y
05/07/21 13r Custodial Year End Report 2020 5TH/3RD TRST .00
358771.58
06/07/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/13/21 1ca Application for Attorney Fees 10.00
Michael A Renne 3800.00
502.42
10/13/21 1cc Consent to Attorney Fees .00
10/13/21 fs Fee Schedule 4.00
10/13/21 morf Magistrate's Order Regarding Fees 4302.42 .00
10/13/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/13/21 15b Entry Authorizing Expenditure of Funds 4702.42 .00
(Custodial)
10/14/21 Receipt 579302 26.00
01/06/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/06/22 Receipt 583281 16.00
02/07/22 15b Entry Authorizing Expenditure of Funds 425.00 .00
(Custodial) 450.00
07/06/22 1ca Application for Attorney Fees 10.00
Michael Renne
07/06/22 1cc Consent to Attorney Fees .00
07/06/22 morf Magistrate's Order Regarding Fees 653.71 .00
07/07/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/07/22 15b Entry Authorizing Expenditure of Funds 653.71 .00
(Custodial)
07/07/22 fs Fee Schedule .00
07/07/22 morf Magistrate's Order Regarding Fees 653.71 .00
07/07/22 cc Certified Copy 1.00
07/07/22 Receipt 592425 15.00
10/17/22 3.a Application to Appoint Appraiser .00
10/17/22 3.ae Entry Appointing Appraiser 100 5.00
10/17/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/17/22 mem Memorandum in Support .00
10/17/22 eb Exhibits 13.00
10/17/22 Receipt 597565 50.00
10/23/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/02/22 15b Entry Authorizing Expenditure of Funds HJW .00
(Custodial)
11/08/22 misc Miscellaneous Filing .00
Doug Smith Realty & Auction Letter
with Auditor information.
11/15/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/15/22 att Attachments .00
11/15/22 Receipt 598937 16.00
11/29/22 15b Entry Authorizing Expenditure of Funds 2082.20 .00
(Custodial) 589.00
09/13/23 1ca Application for Attorney Fees 10.00
Michael A. Renne & Dinsmore & Shohl, LLP
09/13/23 1cc Consent to Attorney Fees .00
Ketrina Gutzke
09/13/23 fs Fee Schedule .00
09/13/23 morf Magistrate's Order Regarding Fees 3077.76 .00
09/13/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/13/23 15b Entry Authorizing Expenditure of Funds 3077.76 .00
(Custodial)
09/13/23 Receipt 613894 26.00
10/13/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/13/23 att Attachments .00
10/24/23 15b Entry Authorizing Expenditure of Funds 61000.00 .00
(Custodial)
10/24/23 15c Application to Release Funds Lien on .00
Vehicle
10/24/23 15d Entry Authorizing Release of Lien on HJW 5.00
Vehicle
10/24/23 cc Certified Copy 1.00
10/24/23 Receipt 615912 22.00
10/25/23 Pay out made through bookkeeper # 0000077646 .00
ACCT #: 000000000209 14.00
12/19/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/24/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/24/24 att Attachments .00
02/06/24 1e Entry Setting Hearing 02/21/2024 5.00
-App for Authority to Expend Funds 10:00 AM
02/06/24 eb Exhibit a .00
02/06/24 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
02/06/24 16b Entry Ordering Deposit of Assets 5TH/3RD TRST 5.00
In Lieu of Bond 20000.00
003
02/06/24 att Attachments .00
02/06/24 cc Certified Copy 2.00
02/06/24 Receipt 620931 28.00
02/07/24 Pay out made through bookkeeper # 0000078547 .00
ACCT #: 000000000209 7.00
02/21/24 dr Digital Record of Hearing AAC .00
02/21/2024 / Zoom
12/23/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/24/25 1ca Application for Attorney Fees 24.00
-Michael A. Renne
11/24/25 1cc Consent to Attorney Fees .00
-Ketrina Gutzke
11/24/25 fs Fee Schedule .00
11/24/25 morf Magistrate's Order Regarding Fees 3984.22 .00
TPS
11/24/25 Receipt 655450 24.00
11/26/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/26/25 15b Entry Authorizing Expenditure of Funds $3766.32 .00
(Custodial)
11/26/25 Receipt 655588 16.00
12/18/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/18/25 eb Exhibit .00
12/18/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
12/18/25 att Attachments 1.00
12/18/25 hrw Household Resource Worksheet 3.00
12/18/25 Receipt 656829 20.00
03/25/26 13r Custodial Year End Report 2025 5TH/3RD TRST .00
348974.18
04/07/26 13r Custodial Year End Report 2022 5TH/3RD TRST .00
94353.22
04/07/26 13r Custodial Year End Report 2023 5TH/3RD TRST .00
26960.36
04/07/26 16c Verification of Receipt or Deposit 5TH/3RD TRST .00
20000.00
003 Y
04/07/26 13r Custodial Year End Report 2024 5TH/3RD TRST .00
45814.00
04/07/26 13r Custodial Year End Report 2025 5TH/3RD TRST .00
40732.72
04/08/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/22/26 1ca Application for Attorney Fees 13.00
-Michael A. Renne
07/22/26 1cc Consent to Attorney Fees .00
-Ketrina Gutzke
07/22/26 fs Fee Schedule .00
07/22/26 morf Magistrate's Order Regarding Fees 486.40 .00
TPS
07/22/26 Receipt 669551 13.00
BALANCE DUE .00
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