Case Docket

Case Number:	600480
Case Type:	T TRUST
Case Subtype:	SN SPECIAL NEEDS
Name :	DALE, SALLY JO
AKA :

Date	Code	Description	Reference	Receipt	Cost
10/02/19	01	Case Number (Daily Reporter)			10.00
10/02/19	02	Forms			10.00
10/02/19	03	Docketing & Index			15.00
10/02/19	04	Computerized Legal Research			3.00
10/02/19	05	Computer Fee			10.00
10/02/19	08	Dispute Resolution Fund			15.00
10/02/19	16	Special Projects Fund			15.00
10/02/19	07	Legal Aid Trust Fund			26.00
10/02/19	cb	COST BILL			.00
10/02/19	igf	Indigent Guardianship Fund			30.00
10/02/19	adl	Additional Letters of Authority			3.00
10/02/19	10	Application for Appointment of Trustee			.00
10/02/19	4.2	Fiduciary's Bond	1100000.00		.00
			Seibertkeck
10/02/19	bapm	Bond Application for SeibertKeck Ins			.00
		FKA Palmer Miller Nelson
10/02/19	11	Fiduciary's Acceptance			.00
10/02/19	13	Entry Appointing Trustee, Letters of			5.00
		Authority
		DALE, JOHN A.	(fidy)
10/02/19	misc	The Sally Jo Dale Medicaid Payback Trust			.00
10/02/19	eb	Exhibit A			18.00
10/02/19		Receipt	544006	160.00
11/07/19	6.0	Inventory	506017.88		7.00
11/07/19		Receipt	545956	7.00
11/14/19	m	Motion to Expend Funds			.00
11/14/19	mem	Memorandum in Support			.00
11/14/19	cos	Certificate of Service			.00
11/15/19	15bn	Entry Authorizing Expenditure of Funds			15.00
		(Non-Custodial)
		costs was not put on for application
		to expend funds
11/15/19	cc	Certified Copy			1.00
11/15/19		Receipt	546387	16.00
02/27/20	1ca	Application for Attorney Fees			10.00
		Keith A. Stevens
02/27/20	1cc	Consent to Attorney Fees			.00
		John A. Dale
02/27/20	fs	Fee Schedule			.00
02/27/20		Receipt	551923	10.00
03/03/20	morf	Magistrate's Order Regarding Fees	9019.53		.00
			Gadd
03/03/20	cos	Certificate of Service			.00
04/15/20	ci	ANNUAL PHYSICAL/ELECTRONIC - 2020			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
09/03/20	13k	Notice to File Account	0087844		1.00
11/04/20	13m	Citation to File Account	sent to fidy		5.00
11/04/20	vcos	Certificate of Service for Virtual Mail			.00
11/04/20	vcs	Virtual Service Mail Sent			5.60
		John A Dale	349443
11/04/20	vcs	Virtual Service Mail Sent			5.60
		Keith A Stevens	349450
11/17/20	vcr	Virtual Service Returned			.00
		KAS	349450
11/17/20	vcr	Virtual Service Returned			.00
		JAD	349443
12/03/20	l	LETTER:			.00
		Returning account missings months in
		distursements and need to list assets
		remaining.
01/15/21	8ac	Entry Continuing Citation Hearing For	03/19/2021		5.00
		Account
01/15/21	dr	Digital Record of Hearing	RVM		.00
		01/15/2021 Hearing Room A
		Time: 9:34:54 - 9:47:09 AM
01/25/21	13a	Fiduciary's Partial Account	01		22.00
01/25/21	13.1	Receipts and Disbursements			.00
01/25/21	13.2	Assets Remaining in Fiduciary's Hands	438799.71		.00
01/25/21	1cd	Application for Trustee Fees			10.00
01/25/21		Receipt	566196	54.20
01/25/21	morf	Magistrate's Order Regarding Fees			.00
			4500.00
01/26/21	13e	Entry Setting Hearing on Account			.00
03/05/21	1c	Acknowledgment Consent To Motion To			.00
		Withdraw As Councel Isaac Wiles
		Burkholdr & Teetor LLC
03/05/21	e	Entry Granting Motion To Withdaraw			5.00
03/05/21	sc	Substitution of Counsel	0099448		.00
03/05/21	mem	Memorandum in Support			.00
03/05/21	cos	Certificate of Service			.00
03/05/21		Receipt	568485	5.00
03/08/21	13h	Judgment Entry Approving Partial Account			.00
05/19/21	nc	Notice of Change of Address of:			.00
		Trustee
06/28/21	ci	ANNUAL PHYSICAL/ELECTRONIC - 2021			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
12/15/21	13a	Fiduciary's Partial Account	02		22.00
12/15/21	13.1	Receipts and Disbursements			.00
12/15/21	13.2	Assets Remaining in Fiduciary's Hands	532366.20		.00
12/15/21	1cd	Application for Fiduciary Fees			10.00
		John A. Dale
12/15/21	morf	Magistrate's Order Regarding Fees	4500.00		.00
12/15/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/15/21	15bn	Entry Authorizing Expenditure of Funds	15000.00		5.00
		(Non-Custodial)
12/15/21		Receipt	582299	47.00
12/16/21	13e	Entry Setting Hearing on Account			.00
12/16/21		Pay out made through bookkeeper	# 0000070615		.00
		ACCT #: 000000000209 8.00
01/26/22	13h	Judgment Entry Approving Partial Account			.00
10/27/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
11/16/22	13k	Notice to File Account	0099448		1.00
12/20/22	rusm	Regular U.S. Mail			2.90
12/21/22	1ae	Entry Increasing Bond	100000.00		5.00
			OH Surety
12/21/22	4.2	Fiduciary's Bond	1200000.00		.00
			OH Surety
12/21/22	1cd	Application for Fiduciary Fees			10.00
		John A Dale
12/21/22	morf	Magistrate's Order Regarding Fees	4500.00		.00
12/21/22	13a	Fiduciary's Partial Account	03		22.00
12/21/22	13.1	Receipts and Disbursements			.00
12/21/22	13.2	Assets Remaining in Fiduciary's Hands	580734.67		.00
12/21/22	c	Copy			1.00
12/21/22		Receipt	600761	46.90
12/21/22	misc	Receipt Payment	# 0000074453		5.00
12/22/22	13e	Entry Setting Hearing on Account			.00
12/22/22		Pay out made through bookkeeper	# 0000074453		.00
		ACCT #: 000000000209 28.10
01/09/23		Pay out made through bookkeeper	# 0000074592		.00
		ACCT #: 000000000111 5.00
02/02/23	13h	Judgment Entry Approving Partial Account			.00
10/12/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
10/12/23	att	Attachments			25.00
10/12/23	15bn	Entry Authorizing Expenditure of Funds	325.00		5.00
		(Non-Custodial)
10/12/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
10/12/23	15bnd	Entry Denying Expenditure of Funds	200.00/week		5.00
		(Non-Custodial)
10/12/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
10/12/23	15bn	Entry Authorizing Expenditure of Funds	124.00/day		5.00
		(Non-Custodial)
10/30/23		Receipt	616179	70.00
11/16/23	l	LETTER: 11/11/2023			.00
		TO: FCPC
		FROM: John A. Dale, Trustee
11/16/23	1cd	Application for Guardian & Trustee Fees			10.00
		John A. Dale
11/16/23	morf	Magistrate's Order Regarding Fees	11700.00		.00
11/16/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/16/23	15bn	Entry Authorizing Expenditure of Funds	9350.00		5.00
		(Non-Custodial)
11/16/23	13a	Fiduciary's Partial Account	04		22.00
11/16/23	13.1	Receipts and Disbursements			.00
11/16/23	13.2	Assets Remaining in Fiduciary's Hands	563922.89		.00
11/16/23		Receipt	617088	52.00
11/16/23	ex	Extra Pages			5.00
11/17/23	13e	Entry Setting Hearing on Account			.00
11/17/23		Pay out made through bookkeeper	# 0000077830		.00
		ACCT #: 000000000209 48.00
12/21/23	ci	ANNUAL PHYSICAL/ELECTRONIC - 2023			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
01/02/24	13h	Judgment Entry Approving Partial Account			.00
10/18/24	13k	Notice to File Account	0099448		1.00
11/14/24	13n	Application to Extend Time to File			.00
		Account
11/14/24	13o	Entry Extending Time to File Account	01/14/2025		5.00
12/10/24	1cd	Application for Fiduciary Fees			10.00
12/10/24	fs	Fee Schedule			.00
12/10/24	morf	Magistrate's Order Regarding Fees	11700.00		.00
12/10/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/10/24	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
12/10/24		Receipt	636406	31.00
12/11/24		Pay out made through bookkeeper	# 0000081410		.00
		ACCT #: 000000000209 37.00
12/20/24	l	LETTER: to Joshua Sinclair			.00
		from Mag Asst Lindsay E Webster
12/31/24	1ae	Entry Increasing Bond	400000.00		5.00
			OH Casulaty
12/31/24	4.2	Fiduciary's Bond	1600000.00		.00
			OH Casualty
12/31/24	poa	Power of Attorney			.00
12/31/24	13a	Fiduciary's Partial Account	05		22.00
12/31/24	13.1	Receipts and Disbursements			.00
12/31/24	13.2	Assets Remaining in Fiduciary's Hands	681890.27		.00
12/31/24		Receipt	637369	27.00
01/02/25	13e	Entry Setting Hearing on Account			.00
01/02/25		Pay out made through bookkeeper	# 0000081601		.00
		ACCT #: 000000000209 48.00
02/12/25	13h	Judgment Entry Approving Partial Account			.00
03/07/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
11/04/25	noam	Notice of Appearance of Counsel			.00
		-Gina M. Piacentino, Esq. for John Dale
12/01/25	13k	Notice to File Account	0086225		1.00
12/12/25	15an	Application for Authority to Expend	2844.60		13.00
		Funds (Non-Custodial)	1232.00
12/12/25	fs	Fee Schedule			.00
12/12/25	15bn	Entry Authorizing Expenditure of Funds	HLS		5.00
		(Non-Custodial)
12/12/25	1ca	Application for Attorney Fees			12.00
		Gina M Piacentino
12/12/25	fs	Fee Schedule			.00
12/12/25	morf	Magistrate's Order Regarding Fees	1232.00		.00
			HLS
12/12/25	1cd	Application for Fiduciary Fees			10.00
		John A Dale
12/12/25	morf	Magistrate's Order Regarding Fees	14360.74		.00
			HLS
12/12/25	13a	Fiduciary's Partial Account	06		25.00
12/12/25	13.1	Receipts and Disbursements			.00
12/12/25	13.2	Assets Remaining in Fiduciary's Hands	718037.03		.00
12/12/25		Receipt	656429	66.00
12/15/25	13e	Entry Setting Hearing on Account			.00
01/26/26	13h	Judgment Entry Approving Partial Account			.00
03/18/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/18/26	15bn	Entry Authorizing Expenditure of Funds	1455.00		5.00
		(Non-Custodial)	TPS
03/18/26		Receipt	661745	15.00
03/23/26	15an	Application for Authority to Expend	AMENDED		10.00
		Funds (Non-Custodial)
03/23/26	att	Attachments			.00
03/23/26	15bn	Entry Authorizing Expenditure of Funds	1455.00		5.00
		(Non-Custodial)	KAG
03/23/26		Receipt	661973	15.00
04/17/26	ci	ANNUAL PHYSICAL/ELECTRONIC - 2025			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
		BALANCE DUE			.00

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