Case Docket

Case Number: 603721  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : WALTON, ROBERT B.
AKA :

Date Code Description Reference Receipt Cost
04/15/20 01 Case Number (Daily Reporter) 10.00
04/15/20 02 Forms 10.00
04/15/20 03 Docketing & Index 15.00
04/15/20 04 Computerized Legal Research 3.00
04/15/20 05 Computer Fee 10.00
04/15/20 08 Dispute Resolution Fund 15.00
04/15/20 16 Special Projects Fund 15.00
04/15/20 cb COST BILL .00
04/15/20 igf Indigent Guardianship Fund 30.00
04/15/20 10 Application for Appointment of Trustee .00
04/15/20 11 Fiduciary's Acceptance .00
04/15/20 13 Entry Appointing Trustee, Letters of Green 5.00
Authority
REICHENBACH, WENDY A. (fidy)
04/15/20 lw LAST WILL AND TESTAMENT OF: .00
Walton, Robert B.
04/15/20 adl Additional Letters of Authority 4.00
04/15/20 Receipt 553872 117.00
06/16/20 6ek eNotice to File Inventory 0020226 .00
07/13/20 cpi Confidential Personal Identifiers .00
07/13/20 6.0 Inventory 595403.67 7.00
07/13/20 Receipt 557313 7.00
03/15/21 1ca Application for Attorney Fees 10.00
William A Morse
03/15/21 1cb Entry Approving Attorney Fees 2255.00 .00
124.00
03/15/21 1cc Consent to Attorney Fees .00
Wendy A Reichenback & Sheryl W Walton
03/15/21 fs Fee Schedule .00
03/15/21 cpi Confidential Personal Identifiers .00
03/15/21 13a Fiduciary's Partial Account 01 22.00
03/15/21 13.1 Receipts and Disbursements .00
03/15/21 13.2 Assets Remaining in Fiduciary's Hands 654935.61 .00
03/15/21 ex Extra Pages 4.00
03/15/21 Receipt 568974 36.00
03/16/21 13e Entry Setting Hearing on Account .00
03/18/21 Pay out made through bookkeeper # 0000067857 .00
ACCT #: 000000000209 4.00
04/26/21 13h Judgment Entry Approving Partial Account .00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/16/22 13ek eNotice to File Account 0020226 .00
03/29/22 l LETTER:Cover Letter. 03/09/2022. .00
03/29/22 1ca Application for Attorney Fees 1976.00 10.00
William A. Morse. 40.00
03/29/22 1cc Consent to Attorney Fees 1976.00 .00
40.00
03/29/22 fs Fee Schedule .00
03/29/22 1cb Entry Approving Attorney Fees 1976.00 .00
40.00
Total
2016.00
03/29/22 cpi Confidential Personal Identifiers .00
03/29/22 13a Fiduciary's Partial Account 02 22.00
03/29/22 13.1 Receipts and Disbursements .00
03/29/22 13.2 Assets Remaining in Fiduciary's Hands 656674.35 .00
03/29/22 ex Extra Pages 2.00
03/29/22 Receipt 587498 34.00
03/30/22 13e Entry Setting Hearing on Account .00
03/30/22 Pay out made through bookkeeper # 0000071588 .00
ACCT #: 000000000209 11.00
05/10/22 13h Judgment Entry Approving Partial Account .00
06/22/22 m Motion to Waive and Dispense with .00
Fiduciary Bond Requirement
06/22/22 c1 Waiver and Consent of Fiduciary Bond .00
Requirement
Sheryl W. Walton
06/22/22 att Attachments 16.00
Last Will & Testament of
Robert B. Walton
06/22/22 e Entry to Waive & Dispense with Bond RVM 5.00
06/22/22 Receipt 591716 21.00
07/11/22 nc Notice of Change of Address of: .00
Trustee
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/02/23 13ek eNotice to File Account 0020226 .00
03/27/23 1ca Application for Attorney Fees 10.00
William A Morse
03/27/23 1cb Entry Approving Attorney Fees 2375.00 .00
30.00
03/27/23 1cc Consent to Attorney Fees .00
Wendy A Reichenbach & Sheryl W Walton
03/27/23 fs Fee Schedule .00
03/27/23 13a Fiduciary's Partial Account 03 22.00
03/27/23 13.1 Receipts and Disbursements .00
03/27/23 13.2 Assets Remaining in Fiduciary's Hands 768224.78 .00
03/27/23 ex Extra Pages 2.00
03/27/23 cpi Confidential Personal Identifiers .00
03/27/23 Receipt 605304 34.00
03/28/23 13e Entry Setting Hearing on Account .00
03/28/23 Pay out made through bookkeeper # 0000075354 .00
ACCT #: 000000000209 16.00
05/08/23 13h Judgment Entry Approving Partial Account .00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/28/24 13ek eNotice to File Account 0020226 .00
03/26/24 sc Substitution of Counsel 0031486 .00
03/26/24 cos Certificate of Service .00
03/26/24 cpi Confidential Personal Identifiers .00
03/26/24 1ca Application for Attorney Fees 10.00
03/26/24 1cb Entry Approving Attorney Fees 1942.00 .00
38.72
03/26/24 1cc Consent to Attorney Fees .00
03/26/24 fs Fee Schedule .00
03/26/24 l LETTER: .00
Return Account Vouchers, Assets Rem
Return Ck #1410
04/17/24 13a Fiduciary's Partial Account 04 22.00
04/17/24 13.1 Receipts and Disbursements .00
04/17/24 13.2 Assets Remaining in Fiduciary's Hands 754639.83 .00
04/17/24 Receipt 624493 32.00
04/18/24 13e Entry Setting Hearing on Account .00
04/18/24 Pay out made through bookkeeper # 0000079167 .00
ACCT #: 000000000209 4.00
05/29/24 13h Judgment Entry Approving Partial Account .00
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/17/25 13ek eNotice to File Account 0031486 .00
04/09/25 13a Fiduciary's Partial Account 05 22.00
04/09/25 13.1 Receipts and Disbursements .00
04/09/25 13.2 Assets Remaining in Fiduciary's Hands 720715.99 .00
04/09/25 cpi Confidential Personal Identifiers .00
04/09/25 1ca Application for Attorney Fees 10.00
Kaye P. Willi. 1396.00
34.72
04/09/25 1cc Consent to Attorney Fees 1396.00 .00
34.72
04/09/25 fs Fee Schedule .00
04/09/25 morf Magistrate's Order Regarding Fees 1396.00 .00
34.72
04/09/25 l LETTER:Cover Letter. 04/04/2025. .00
04/10/25 13e Entry Setting Hearing on Account .00
04/10/25 Receipt 642695 32.00
05/21/25 13h Judgment Entry Approving Partial Account .00
03/09/26 13ek eNotice to File Account 0031486 .00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/15/26 sc1 Substitution of Counsel (Estates, 0056202 .00
Trusts, Guard.)
05/15/26 13a Fiduciary's Partial Account 06 25.00
05/15/26 13.1 Receipts and Disbursements .00
05/15/26 13.2 Assets Remaining in Fiduciary's Hands 724469.29 .00
05/15/26 Receipt 665506 25.00
05/18/26 13e Entry Setting Hearing on Account .00
05/18/26 1ca Application for Attorney Fees 12.00
Elizabeth Schmitz
05/18/26 1cc Consent to Attorney Fees .00
05/18/26 fs Fee Schedule .00
05/18/26 morf Magistrate's Order Regarding Fees 1690.00 .00
26.00
05/18/26 Receipt 665572 12.00
06/29/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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