Case Docket

Case Number: 611663  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : WILHELM, JAY
AKA : WILHELM, JAY E.

Date Code Description Reference Receipt Cost
08/02/21 01 Case Number (Daily Reporter) 10.00
08/02/21 02 Forms 10.00
08/02/21 03 Docketing & Index 15.00
08/02/21 04 Computerized Legal Research 3.00
08/02/21 05 Computer Fee 10.00
08/02/21 08 Dispute Resolution Fund 15.00
08/02/21 16 Special Projects Fund 15.00
08/02/21 cb COST BILL .00
08/02/21 igf Indigent Guardianship Fund 30.00
08/02/21 10 Application for Appointment of Trustee .00
08/02/21 11 Fiduciary's Acceptance .00
08/02/21 4.2 Fiduciary's Bond/RLI Surety 140000.00 .00
CBS
N Romanelli
08/02/21 bacb Bond Application for CBS Agency .00
08/02/21 misc Special Needs/Medicaid Payback Trust .00
Agreement
08/02/21 13 Entry Appointing Trustee, Letters of Stone 5.00
Authority
GASPER, CHRISTOPHER T. (fidy)
08/02/21 adl Additional Letters of Authority 2.00
08/02/21 Receipt 575785 115.00
09/20/21 6.0 Inventory 60000.00 7.00
09/20/21 Receipt 578058 7.00
09/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/22/21 att Attachments .00
09/22/21 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial) 13925.30
09/22/21 Receipt 578232 15.00
11/30/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/30/21 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial)
11/30/21 Receipt 581474 15.00
03/01/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/01/22 15bn Entry Authorizing Expenditure of Funds 6664.24 5.00
(Non-Custodial) 1600.00/mnth
03/01/22 Receipt 585720 15.00
07/06/22 13k Notice to File Account 0092454 1.00
08/02/22 l LETTER:Cover Letter. 08/01/2022 .00
08/02/22 13a Fiduciary's Partial Account 01 22.00
08/02/22 13.1 Receipts and Disbursements .00
08/02/22 13.2 Assets Remaining in Fiduciary's Hands 68340.70 .00
08/02/22 Receipt 593734 22.00
08/03/22 13e Entry Setting Hearing on Account .00
09/13/22 13h Judgment Entry Approving Partial Account .00
09/28/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/28/22 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial)
09/28/22 Receipt 596651 16.00
10/31/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/31/22 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial)
10/31/22 Receipt 598318 15.00
10/31/22 Void Receipt 598318 15.00
10/31/22 ref No Refund Issued: $1.00 or less 1.00
10/31/22 Receipt 598323 16.00
12/02/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/30/23 1ca Application for Attorney Fees 10.00
Christopher Gasper
06/30/23 fs Fee Schedule .00
06/30/23 morf Magistrate's Order Regarding Fees 1713.85 .00
06/30/23 1cd Application for Fiduciary Fees 10.00
Christopher Gasper
06/30/23 fs Fee Schedule .00
06/30/23 morf Magistrate's Order Regarding Fees 420.00 .00
06/30/23 Receipt 610233 20.00
07/03/23 Pay out made through bookkeeper # 0000076372 .00
ACCT #: 000000000209 3.00
07/05/23 13k Notice to File Account 0092454 1.00
07/21/23 l LETTER:Cover Letter. 07/18/2023 .00
07/21/23 13a Fiduciary's Partial Account 02 22.00
07/21/23 13.1 Receipts and Disbursements .00
07/21/23 13.2 Assets Remaining in Fiduciary's Hands 56738.27 .00
07/21/23 Receipt 611229 22.00
07/24/23 13e Entry Setting Hearing on Account .00
08/15/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/15/23 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial)
08/15/23 Receipt 612495 15.00
09/05/23 13h Judgment Entry Approving Partial Account .00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/13/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/13/24 15bn Entry Authorizing Expenditure of Funds 400.00/mnth 5.00
(Non-Custodial)
05/13/24 Receipt 625937 15.00
06/24/24 13k Notice to File Account 0092454 1.00
07/01/24 13a Fiduciary's Partial Account 03 22.00
07/01/24 13.1 Receipts and Disbursements .00
07/01/24 13.2 Assets Remaining in Fiduciary's Hands 55929.94 .00
07/01/24 Receipt 628271 24.00
07/02/24 13e Entry Setting Hearing on Account .00
08/13/24 13h Judgment Entry Approving Partial Account .00
11/13/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/13/24 att Attachments .00
11/13/24 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial)
11/13/24 Receipt 635201 15.00
11/13/24 Void Receipt 635201 15.00
11/13/24 Receipt 635202 15.00
03/20/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/02/25 13k Notice to File Account 0092454 1.00
06/12/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/12/25 att Attachments .00
06/12/25 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial)
06/12/25 Receipt 646237 16.00
07/22/25 13a Fiduciary's Partial Account 04 22.00
07/22/25 13.1 Receipts and Disbursements .00
07/22/25 13.2 Assets Remaining in Fiduciary's Hands 53089.22 .00
07/22/25 Receipt 648256 22.00
07/23/25 13e Entry Setting Hearing on Account .00
09/02/25 13h Judgment Entry Approving Partial Account .00
06/22/26 13k Notice to File Account 0092454 1.00
07/06/26 13a Fiduciary's Partial Account 05 22.00
07/06/26 13.1 Receipts and Disbursements .00
07/06/26 13.2 Assets Remaining in Fiduciary's Hands 51089.22 .00
07/06/26 Receipt 668438 23.00
07/07/26 13e Entry Setting Hearing on Account .00
07/31/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/31/26 eb Exhibit A .00
07/31/26 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial) JAA
07/31/26 Receipt 670132 15.00
08/17/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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