Case Docket

Case Number: 611665  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : BUELL, JEFFREY
AKA :

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 adl Additional Letters of Authority 2.00
08/02/21 10 Application for Appointment of Trustee .00
08/02/21 11 Fiduciary's Acceptance .00
08/02/21 13 Entry Appointing Trustee, Letters of Stone 5.00
Authority
GASPER, CHRISTOPHER T. (fidy)
08/02/21 4.2 Fiduciary's Bond/RLI Surety 165000.00 .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 Receipt 575788 115.00
09/20/21 6.0 Inventory 60000.00 7.00
09/20/21 Receipt 578056 7.00
10/26/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/26/21 att Attachments .00
10/26/21 Receipt 579807 16.00
11/04/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/04/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
11/04/21 cc Certified Copy 1.00
11/04/21 Receipt 580372 16.00
11/16/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/16/21 att Attachments .00
11/16/21 15bn Entry Authorizing Expenditure of Funds 16121.00 5.00
(Non-Custodial) 725.42
11000.00/mth
11/16/21 Receipt 580914 15.00
11/24/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/24/21 15bn Entry Authorizing Expenditure of Funds 600.00 5.00
(Non-Custodial)
11/24/21 Receipt 581337 15.00
12/01/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/01/21 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial)
12/01/21 Receipt 581535 15.00
12/10/21 15bd Entry Denying Expenditure of Funds HJW .00
(Custodial)
01/06/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/06/22 15bn Entry Authorizing Expenditure of Funds KAS 5.00
(Non-Custodial)
01/06/22 Receipt 583267 15.00
03/21/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/21/22 15bn Entry Authorizing Expenditure of Funds 3015.06 5.00
(Non-Custodial) 3332.00
1500.00/mnth
03/22/22 Receipt 587068 15.00
04/05/22 m Petition to Amend Special Need/Medicaid .00
Payback Trust Agreement of Jeffrey Buell
04/05/22 eb Exhibit .00
04/05/22 e Entry 5.00
04/05/22 Receipt 587852 5.00
06/07/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/07/22 att Attachments .00
06/07/22 15bn Entry Authorizing Expenditure of Funds 7869.00 5.00
(Non-Custodial)
06/07/22 Receipt 590972 15.00
06/22/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/22/22 att Attachments .00
06/22/22 15bn Entry Authorizing Expenditure of Funds 164.00 5.00
(Non-Custodial) 500.00/mnth
06/22/22 Receipt 591756 15.00
07/06/22 13k Notice to File Account 0092454 1.00
07/20/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/20/22 15bn Entry Authorizing Expenditure of Funds 1588.00 5.00
(Non-Custodial)
07/20/22 att Attachments .00
07/20/22 Receipt 593083 15.00
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 53484.46 .00
08/02/22 Receipt 593735 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 34099.57 5.00
(Non-Custodial) 350.00
09/28/22 Receipt 596649 16.00
12/02/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/12/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/22 att Attachments .00
12/12/22 15bn Entry Authorizing Expenditure of Funds 833.13 5.00
(Non-Custodial)
12/12/22 Receipt 600168 15.00
03/10/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/10/23 att Attachments .00
03/10/23 15bn Entry Authorizing Expenditure of Funds 2267.32 5.00
(Non-Custodial) 350.00
03/10/23 Receipt 604470 15.00
04/18/23 13a Fiduciary's Partial Account 02 22.00
04/18/23 13.1 Receipts and Disbursements .00
04/18/23 13.2 Assets Remaining in Fiduciary's Hands 12035.60 .00
04/18/23 Receipt 606539 22.00
04/19/23 13e Entry Setting Hearing on Account .00
05/30/23 13h Judgment Entry Approving Partial Account .00
07/11/23 l LETTER:Cover Letter. 06/19/2023 .00
07/11/23 st Status Letter 5.00
07/12/23 1cd Application for Fiduciary/ Trustee Fees 10.00
Christopher Gasper
07/12/23 fs Fee Schedule .00
07/12/23 morf Magistrate's Order Regarding Fees 1296.09 .00
07/12/23 1ca Application for Attorney Fees 10.00
Christopher Gasper
07/12/23 fs Fee Schedule .00
07/12/23 morf Magistrate's Order Regarding Fees 4209.20 .00
07/12/23 Receipt 610704 25.00
07/13/23 Pay out made through bookkeeper # 0000076489 .00
ACCT #: 000000000209 4.00
08/15/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/15/23 15bn Entry Authorizing Expenditure of Funds 413.00 5.00
(Non-Custodial)
08/15/23 Receipt 612494 15.00
10/13/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/13/23 15bn Entry Authorizing Expenditure of Funds 1181.98 5.00
(Non-Custodial)
10/13/23 Receipt 615434 15.00
10/26/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/26/23 att Attachments .00
10/26/23 15bn Entry Authorizing Expenditure of Funds 1672.00 5.00
(Non-Custodial)
10/26/23 Receipt 616038 15.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/13/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/13/23 att Attachment .00
12/13/23 15bn Entry Authorizing Expenditure of Funds 241.62 5.00
(Non-Custodial)
12/13/23 Receipt 618397 15.00
01/11/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/11/24 15bn Entry Authorizing Expenditure of Funds 1800.00/mnth 5.00
(Non-Custodial) 300.00/mnth
01/11/24 Receipt 619720 15.00
03/19/24 13k Notice to File Account 0092454 1.00
04/19/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/19/24 att Attachments .00
04/19/24 15bn Entry Authorizing Expenditure of Funds 18000.00 5.00
(Non-Custodial)
04/19/24 Receipt 624694 16.00
05/06/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/06/24 att Attachments .00
05/06/24 15bn Entry Authorizing Expenditure of Funds 852.55 5.00
(Non-Custodial)
05/06/24 Receipt 625526 15.00
05/06/24 Void Receipt 625526 15.00
05/06/24 ref No Refund Issued: $1.00 or less 1.00
05/06/24 Receipt 625527 16.00
05/14/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/14/24 att Attachments 9.00
05/14/24 15bn Entry Authorizing Expenditure of Funds 2054.88 5.00
(Non-Custodial) 1650.79
05/14/24 Receipt 626022 15.00
05/24/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/24/24 15bn Entry Authorizing Expenditure of Funds 1672.00 5.00
(Non-Custodial) quarterly
05/24/24 Receipt 626595 15.00
05/29/24 Receipt 626713 9.00
06/12/24 13a Fiduciary's Partial Account 03 22.00
06/12/24 13.1 Receipts and Disbursements .00
06/12/24 13.2 Assets Remaining in Fiduciary's Hands 35354.14 .00
06/12/24 l LETTER:Cover Letter. 06/10/2024 .00
06/12/24 Receipt 627451 22.00
06/12/24 Void Receipt 627451 22.00
06/13/24 13e Entry Setting Hearing on Account .00
06/24/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/24/24 att Attachments .00
06/24/24 15bn Entry Authorizing Expenditure of Funds 53.75 5.00
(Non-Custodial)
06/24/24 Receipt 627956 15.00
06/25/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/25/24 15bn Entry Authorizing Expenditure of Funds 448.00 5.00
(Non-Custodial)
06/25/24 Receipt 627968 15.00
07/12/24 Receipt 628793 22.00
07/24/24 13h Judgment Entry Approving Partial Account .00
07/26/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/26/24 att Attachments 10.00
07/26/24 15bn Entry Authorizing Expenditure of Funds 2861.21 5.00
(Non-Custodial)
07/26/24 l Cover Letter - Gasper Legal Filing .00
07/26/24 Receipt 629587 15.00
10/22/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/22/24 att Attachments 2.00
10/22/24 15bn Entry Authorizing Expenditure of Funds 1121.37 5.00
(Non-Custodial)
10/22/24 Receipt 634081 15.00
11/04/24 Receipt 634649 12.00
11/18/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/18/24 att Attachments .00
11/18/24 15bn Entry Authorizing Expenditure of Funds 413.00 5.00
(Non-Custodial)
11/18/24 Receipt 635346 15.00
12/23/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/23/24 att Attachment .00
12/23/24 15bn Entry Authorizing Expenditure of Funds 1000.00 5.00
(Non-Custodial)
12/23/24 Receipt 637183 15.00
01/07/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/07/25 15bn Entry Authorizing Expenditure of Funds 2000.00 5.00
(Non-Custodial)
01/07/25 Receipt 637660 15.00
02/06/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/06/25 att Attachments 2.00
02/06/25 15bn Entry Authorizing Expenditure of Funds 1445.27 5.00
(Non-Custodial)
02/06/25 Receipt 639257 15.00
03/20/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/08/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/08/25 att Attachments .00
05/08/25 15bn Entry Authorizing Expenditure of Funds 1065.15 5.00
(Non-Custodial)
05/08/25 Receipt 644159 15.00
05/12/25 13k Notice to File Account 0092454 1.00
05/22/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/22/25 eb Exhibit .00
05/22/25 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/22/25 Receipt 645047 18.00
05/28/25 13a Fiduciary's Partial Account 04 22.00
05/28/25 13.1 Receipts and Disbursements .00
05/28/25 13.2 Assets Remaining in Fiduciary's Hands 21199.03 .00
05/28/25 Receipt 645247 22.00
05/29/25 13e Entry Setting Hearing on Account .00
06/02/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/02/25 15bn Entry Authorizing Expenditure of Funds 2000.00 5.00
(Non-Custodial)
06/02/25 Receipt 645511 15.00
06/09/25 1ca Application for Attorney Fees 10.00
Christopher Gasper
06/09/25 fs Fee Schedule 1.00
06/09/25 morf Magistrate's Order Regarding Fees 6744.74 .00
06/09/25 1cd Application for Trustee Fees 10.00
Christopher Gasper
06/09/25 fs Fee Schedule .00
06/09/25 morf Magistrate's Order Regarding Fees 1627.02 .00
06/09/25 1cd Application for Extraordinary Fees 10.00
Christopher Gasper
06/09/25 fs Fee Schedule 1.00
06/09/25 morf Magistrate's Order Regarding Fees 2429.54 .00
06/09/25 Receipt 645967 32.00
06/18/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/18/25 eb Exhibit .00
06/18/25 15bn Entry Authorizing Expenditure of Funds 413.00 5.00
(Non-Custodial) 6555.00
06/18/25 Receipt 646537 15.00
07/09/25 13h Judgment Entry Approving Partial Account .00
09/29/25 50m Application to Terminate 10.00
09/29/25 50p Entry Terminating and Ordering Final 11/26/2025 5.00
Account
09/29/25 Receipt 652006 15.00
10/01/25 13.0 Fiduciary's Final Account 05 22.00
10/01/25 13.1 Receipts and Disbursements .00
10/01/25 Receipt 652176 22.00
10/02/25 13e Entry Setting Hearing on Account .00
11/12/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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