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                                                              Case Docket

Case Number:	607718
Case Type:	T  TRUST
Case Subtype:	SN  SPECIAL NEEDS
Name :	HORAN, SHIRLEY MARCELLA
AKA :

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Date Code Description Reference Receipt Cost 01/11/21 01 Case Number (Daily Reporter) 10.00 01/11/21 02 Forms 10.00 01/11/21 03 Docketing & Index 15.00 01/11/21 04 Computerized Legal Research 3.00 01/11/21 05 Computer Fee 10.00 01/11/21 08 Dispute Resolution Fund 15.00 01/11/21 16 Special Projects Fund 15.00 01/11/21 cb COST BILL .00 01/11/21 10 Application for Appointment of Trustee .00 01/11/21 4.2 Fiduciary's Bond /RLI Surety 1420000.00 .00 CBS C Carmell 01/11/21 bacb Bond Application for CBS Agency .00 01/11/21 11 Fiduciary's Acceptance .00 01/11/21 13 Entry Appointing Trustee, Letters of Stone 5.00 Authority RENNE, MICHAEL A. (fidy) 01/11/21 misc Copy of Special Needs Trust .00 01/11/21 igf Indigent Guardianship Fund 30.00 01/11/21 adl Additional Letters of Authority 3.00 01/11/21 Receipt 565725 110.00 01/11/21 Receipt 565729 6.00 02/18/21 6.0 Inventory 708030.82 7.00 02/19/21 Receipt 567646 7.00 02/22/21 Pay out made through bookkeeper # 0000067560 .00 ACCT #: 000000000209 8.00 03/18/21 15an Application for Authority to Expend 10.00 Funds (Non-Custodial) 03/18/21 mem Memorandum in Support .00 03/18/21 eb Exhibit A-B 1.00 04/02/21 1e Entry Setting Hearing 04/12/2021 5.00 Remote 11:00 AM 04/02/21 eb Exhibit A .00 04/02/21 Receipt 570019 16.00 04/12/21 Pay out made through bookkeeper # 0000068063 .00 ACCT #: 000000000209 9.00 04/12/21 dr Digital Record of Hearing KAG .00 04/12/21 Zoom 04/19/21 mem Memorandum in Support Supplement .00 04/19/21 eb Exhibit A -C 4.00 04/19/21 17d Magistrate's Decision Approving App for Green .00 Authority to Expend Funds -Trustee's App to expend funds filed on 03/18/2021 is GRANTED. 04/19/21 17b Notice To Attorneys and Parties .00 04/19/21 17c Findings of Fact .00 04/19/21 ej Entry Adopting Magistrate's Decision Mackey 5.00 04/19/21 cos Certificate of Service .00 05/11/21 Receipt 571790 9.00 07/24/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00 CASE INVENTORY-as required by: OH Rules of Superintendence Rule 38 12/14/21 13k Notice to File Account 0084047 1.00 01/14/22 cpi Confidential Personal Identifiers .00 01/14/22 13a Fiduciary's Partial Account 01 23.00 01/14/22 13.1 Receipts and Disbursements .00 01/14/22 13.2 Assets Remaining in Fiduciary's Hands 632089.55 .00 01/14/22 Receipt 583702 24.00 01/18/22 13e Entry Setting Hearing on Account .00 01/18/22 Pay out made through bookkeeper # 0000070910 .00 ACCT #: 000000000209 26.00 02/23/22 1cd Application for Fiduciary Fees 10.00 Michael A Renne 02/23/22 1ce Entry Approving Fiduciary Fees 4024.18 .00 02/23/22 fs Fee Schedule .00 02/23/22 cc Certified Copy 1.00 02/23/22 Receipt 585440 11.00 02/24/22 Pay out made through bookkeeper # 0000071230 .00 ACCT #: 000000000209 5.00 02/28/22 13h Judgment Entry Approving Partial Account .00 03/30/22 1ca Application for Attorney Fees 10.00 Pamela Bridgeport 8597.00 2424.50 03/30/22 1cc Consent to Attorney Fees .00 03/30/22 fs Fee Schedule .00 03/30/22 15a Application for Authority to Expend 11021.50 16.00 Funds from Custodial Account. (Includes costs for Entry and Certification) 03/30/22 l LETTER: .00 Cover Letter 04/05/22 Receipt 587846 26.00 04/06/22 morf Magistrate's Order Regarding Fees .00 04/06/22 15b Entry Authorizing Expenditure of Funds kag .00 (Custodial) 11/18/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00 CASE INVENTORY-as required by: OH Rules of Superintendence Rule 38 12/20/22 13k Notice to File Account 0084047 1.00 02/03/23 l LETTER:Cover Letter. 02/02/2023 .00 02/03/23 cpi Confidential Personal Identifiers .00 02/03/23 13a Fiduciary's Partial Account 02 22.00 02/03/23 13.1 Receipts and Disbursements .00 02/03/23 13.2 Assets Remaining in Fiduciary's Hands 393411.92 .00 02/03/23 ex Extra Pages 1.00 02/03/23 Receipt 602793 24.00 02/06/23 13e Entry Setting Hearing on Account .00 02/06/23 Pay out made through bookkeeper # 0000074845 .00 ACCT #: 000000000209 26.00 02/21/23 1cd Application for Fiduciary Fees 10.00 Michael A Renne 02/21/23 1ce Entry Approving Fiduciary Fees 4194.98 .00 02/21/23 fs Fee Schedule .00 02/21/23 cc Certified Copy 1.00 02/21/23 Receipt 603587 11.00 02/22/23 Pay out made through bookkeeper # 0000075013 .00 ACCT #: 000000000209 5.00 03/20/23 13h Judgment Entry Approving Partial Account .00 03/22/23 15an Application for Authority to Expend 10.00 Funds (Non-Custodial) 03/22/23 15bn Entry Authorizing Expenditure of Funds 2310.00 5.00 (Non-Custodial) 17000.00 03/22/23 cc Certified Copy 1.00 03/22/23 Receipt 605047 16.00 03/28/23 1ca Application for Attorney Fees 10.00 Pamela Bridgeport & Dinsmore & Shohl,LLP 03/28/23 1cc Consent to Attorney Fees .00 Michael Renne 03/28/23 fs Fee Schedule .00 03/28/23 morf Magistrate's Order Regarding Fees 4884.17 .00 03/28/23 15a Application for Authority to Expend 16.00 Funds from Custodial Account. (Includes costs for Entry and Certification) 03/28/23 15b Entry Authorizing Expenditure of Funds 4884.17 .00 (Custodial) 03/28/23 Receipt 605323 26.00 10/30/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00 CASE INVENTORY-as required by: OH Rules of Superintendence Rule 38 01/09/24 13k Notice to File Account 0084047 1.00 02/09/24 1cd Application for Fiduciary Fees 10.00 Michael A Renne 02/09/24 fs Fee Schedule .00 02/09/24 1ce Entry Approving Fiduciary Fees 2832.26 .00 02/09/24 13a Fiduciary's Partial Account 03 22.00 02/09/24 13.1 Receipts and Disbursements .00 02/09/24 13.2 Assets Remaining in Fiduciary's Hands 381447.20 .00 02/09/24 ex Extra Pages 2.00 02/09/24 Receipt 621154 35.00 02/09/24 cpi Confidential Personal Identifiers .00 02/12/24 13e Entry Setting Hearing on Account .00 02/12/24 Pay out made through bookkeeper # 0000078587 .00 ACCT #: 000000000209 5.00 03/25/24 13h Judgment Entry Approving Partial Account .00 04/19/24 15an Application for Authority to Expend 10.00 Funds (Non-Custodial) 04/19/24 15bn Entry Authorizing Expenditure of Funds TAS 5.00 (Non-Custodial) 04/19/24 cc Certified Copy 1.00 04/19/24 Receipt 624698 16.00 04/22/24 Pay out made through bookkeeper # 0000079202 .00 ACCT #: 000000000209 24.00 07/17/24 1ca Application for Attorney Fees 10.00 Pamela W. Bridgeport & Dinsmore & Shohl 07/17/24 1cc Consent to Attorney Fees .00 Michael A. Renne Nicolette Horan 07/17/24 fs Fee Schedule .00 07/17/24 morf Magistrate's Order Regarding Fees 1048.72 .00 07/17/24 15a Application for Authority to Expend 16.00 Funds from Custodial Account. (Includes costs for Entry and Certification) 07/17/24 15b Entry Authorizing Expenditure of Funds 1048.72 .00 (Custodial) 07/17/24 Receipt 629092 26.00 01/10/25 13k Notice to File Account 0084047 1.00 02/20/25 1cd Application for Trustee Fees 10.00 Michael A. Renne 02/20/25 fs Fee Schedule .00 02/20/25 1ce Entry Approving Trustee Fees 3911.11 .00 02/20/25 cpi Confidential Personal Identifiers .00 02/20/25 13a Fiduciary's Partial Account 04 22.00 02/20/25 13.1 Receipts and Disbursements .00 02/20/25 13.2 Assets Remaining in Fiduciary's Hands 595165.30 .00 02/20/25 ex Extra Pages 2.00 02/20/25 Receipt 639887 35.00 02/21/25 13e Entry Setting Hearing on Account .00 02/21/25 Pay out made through bookkeeper # 0000082048 .00 ACCT #: 000000000209 30.00 03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00 CASE INVENTORY-as required by: OH Rules of Superintendence Rule 38 04/03/25 13h Judgment Entry Approving Partial Account .00 12/01/25 sc1 Substitution of Counsel (Estates, 0039382 .00 Trusts, Guard.) 01/20/26 13k Notice to File Account 0039382 1.00 03/06/26 13a Fiduciary's Partial Account 05 24.00 03/06/26 13.1 Receipts and Disbursements .00 03/06/26 13.2 Assets Remaining in Fiduciary's Hands 580040.31 .00 03/06/26 cpi Confidential Personal Identifiers .00 03/06/26 Receipt 661034 25.00 03/09/26 13e Entry Setting Hearing on Account .00 04/20/26 13h Judgment Entry Approving Partial Account .00 06/02/26 1cd Application for Trustee Fees 10.00 -Michael A. Renne 06/02/26 fs Fee Schedule .00 06/02/26 1ce Entry Approving Trustee Fees TPS .00 06/02/26 Receipt 666461 10.00 BALANCE DUE .00 View Trustees New Search Probate Homepage