Case Docket

Case Number:	611879
Case Type:	T TRUST
Case Subtype:	SN SPECIAL NEEDS
Name :	CALLOWAY, DAVID EDWARD
AKA :

Date	Code	Description	Reference	Receipt	Cost
08/11/21	01	Case Number (Daily Reporter)			10.00
08/11/21	02	Forms			10.00
08/11/21	03	Docketing & Index			15.00
08/11/21	04	Computerized Legal Research			3.00
08/11/21	05	Computer Fee			10.00
08/11/21	08	Dispute Resolution Fund			15.00
08/11/21	16	Special Projects Fund			15.00
08/11/21	cb	COST BILL			.00
08/11/21	igf	Indigent Guardianship Fund			30.00
08/11/21	10	Application for Appointment of Trustee			.00
08/11/21	11	Fiduciary's Acceptance			.00
08/11/21	13	Entry Appointing Trustee, Letters of	Stone		5.00
		Authority
		BRUNCKHORST, ERIK J.	(fidy)
08/11/21	4.2	Fiduciary's Bond/Ohio Casualty Ins. Co.	225000.00		.00
			Seibertkeck
			R. Kendralla
08/11/21	bapm	Bond Application for SeibertKeck Ins			.00
		FKA Palmer Miller Nelson
08/11/21	misc	David Edward Calloway Irrevocable			.00
		Special Needs Trust
08/11/21	adl	Additional Letters of Authority			2.00
08/11/21		Receipt	576318	115.00
09/29/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/29/21	15bn	Entry Authorizing Expenditure of Funds	350.00		5.00
		(Non-Custodial)	300.00
			1004.00
09/29/21	cc	Certified Copy			1.00
09/29/21		Receipt	578525	16.00
10/13/21	6k	Notice to File Inventory	0090590		1.00
11/03/21	6.0	Inventory	112500.00		7.00
11/03/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/03/21	15bn	Entry Authorizing Expenditure of Funds	563.00		5.00
		(Non-Custodial)
11/03/21		Receipt	580284	23.00
11/18/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/18/21	15bn	Entry Authorizing Expenditure of Funds	350.00		5.00
		(Non-Custodial)
11/18/21	cc	Certified Copy			1.00
11/18/21		Receipt	581030	16.00
12/02/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/02/21	eb	Exhibit A & B			.00
12/02/21	15bn	Entry Authorizing Expenditure of Funds	5928.45		5.00
		(Non-Custodial)	337.50
12/02/21	cc	Certified Copy			1.00
12/02/21		Receipt	581656	16.00
02/09/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
02/09/22	15bn	Entry Authorizing Expenditure of Funds	600.00		5.00
		(Non-Custodial)	200.00
02/09/22	cc	Certified Copy			1.00
02/09/22		Receipt	584753	16.00
05/10/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/10/22	15bn	Entry Authorizing Expenditure of Funds	220.00		5.00
		(Non-Custodial)	110.00
			50.00
			700.00
05/10/22	cc	Certified Copy			1.00
05/10/22		Receipt	589667	16.00
07/12/22	13k	Notice to File Account	0090590		1.00
09/21/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/21/22	att	Attachments			.00
09/21/22	15bn	Entry Authorizing Expenditure of Funds	MCD		5.00
		(Non-Custodial)
09/21/22		Receipt	596220	16.00
11/21/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/21/22	att	Attachments			.00
11/21/22	mo	Magistrate's Order Setting Hearing	12/06/2022		5.00
			11:00 AM
11/21/22	eb	Exhibit a			.00
11/21/22	cc	Certified Copy			1.00
11/23/22		Receipt	599446	16.00
12/02/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
12/06/22	dr	Digital Record of Hearing	JAA		.00
		12/6/22 ZOOM
12/13/22	17d	Magistrate's Decision	JAA		.00
		-see dec
12/13/22	17b	Notice To Attorneys and Parties			.00
12/13/22	17c	Findings of Fact			.00
12/13/22	cos	Certificate of Service			.00
01/17/23	17n	Entry Adopting Magistrate's Decision	Mackey		5.00
01/17/23	cos	Certificate of Service			.00
01/18/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
01/18/23	eb	Exhibits			.00
01/18/23	15bn	Entry Authorizing Expenditure of Funds	563.00		5.00
		(Non-Custodial)	180.00
01/18/23	cc	Certified Copy			1.00
01/18/23		Receipt	601884	16.00
03/23/23	13m	Citation to File Account	0090590 fidy		5.00
03/24/23	vcos	Certificate of Service for Virtual Mail			.00
03/24/23	vcs	Virtual Service Mail Sent			6.85
		Erik J Brunckhorst	485738
04/04/23	vcr	Virtual Service Returned			.00
		EJB	485738
04/27/23	1ca	Application for Attorney Fees			10.00
		Erik Brunckhorst
04/27/23	fs	Fee Schedule			.00
04/27/23	morf	Magistrate's Order Regarding Fees	5991.00		.00
04/27/23	1cd	Application for Trustee Fees			10.00
		Erik Brunckhorst
04/27/23	fs	Fee Schedule			.00
04/27/23	morf	Magistrate's Order Regarding Fees	562.78		.00
04/27/23	fs	Fee Schedule			2.00
04/27/23		Receipt	607011	27.00
05/15/23	13a	Fiduciary's Partial Account	01		22.00
05/15/23	13.1	Receipts and Disbursements			.00
05/15/23	13.2	Assets Remaining in Fiduciary's Hands	98470.15		.00
05/15/23		Receipt	607895	22.00
05/16/23	13e	Entry Setting Hearing on Account			.00
05/30/23	cc	Certified Copy			1.00
05/30/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/30/23	att	Attachments			.00
05/30/23	15bn	Entry Authorizing Expenditure of Funds	HJW		5.00
		(Non-Custodial)
05/30/23		Receipt	608578	16.00
06/08/23		Receipt	609141	11.85
06/26/23	13h	Judgment Entry Approving Partial Account			.00
08/31/23	m	Motion to Invest Trust Assets			.00
08/31/23	mem	Memorandum in Support			.00
08/31/23	e	Entry	TAS		5.00
		-The Court authorizes the release of
		$90,000.00 from the Trust's Acct. at
		PNB into certificates of deposit at PNB
08/31/23		Receipt	613358	5.00
09/01/23		Pay out made through bookkeeper	# 0000077133		.00
		ACCT #: 000000000209 27.00
10/31/23	ci	ANNUAL PHYSICAL/ELECTRONIC - 2023			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
12/12/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/12/23	15bn	Entry Authorizing Expenditure of Funds	563.00		5.00
		(Non-Custodial)	300.00
12/12/23	cc	Certified Copy			1.00
12/12/23		Receipt	618337	16.00
04/15/24	13k	Notice to File Account	0090590		1.00
05/22/24	13a	Fiduciary's Partial Account	02		22.00
05/22/24	13.1	Receipts and Disbursements			.00
05/22/24	13.2	Assets Remaining in Fiduciary's Hands	98167.30		.00
05/23/24	13e	Entry Setting Hearing on Account			.00
05/24/24	1cd	Application for Fiduciary Fees			10.00
		Erik Brunckhorst
05/24/24	1cc	Consent to Attorney Fees			.00
		Erick Brunckhorst
05/24/24	morf	Magistrate's Order Regarding Fees	588.86		.00
05/24/24	1ca	Application for Attorney Fees			10.00
		Erik Brunckhorst
05/24/24	1cc	Consent to Attorney Fees			.00
		Erik Brunckhorst
05/24/24	fs	Fee Schedule			.00
05/24/24	morf	Magistrate's Order Regarding Fees	2631.00		.00
05/24/24		Receipt	626598	43.00
07/05/24	13h	Judgment Entry Approving Partial Account			.00
03/19/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/19/25	15bn	Entry Authorizing Expenditure of Funds	563.00		5.00
		(Non-Custodial)
03/19/25	cc	Certified Copy			1.00
03/19/25		Receipt	641401	16.00
03/20/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
04/22/25	13k	Notice to File Account	0090590		1.00
05/30/25	13a	Fiduciary's Partial Account	03		22.00
05/30/25	1ca	Application for Attorney Fees			10.00
05/30/25	1cd	Application for Fiduciary Fees			10.00
05/30/25	1cb	Entry Approving Attorney Fees	870.00		.00
			43.00
05/30/25	1ce	Entry Approving Fiduciary Fees	689.78		.00
05/30/25	fs	Fee Schedule			.00
05/30/25	fs	Fee Schedule			.00
05/30/25		Receipt	645382	43.00
05/30/25	13.1	Receipts and Disbursements			.00
05/30/25	13.2	Assets Remaining in Fiduciary's Hands	97445.07		.00
06/02/25	13e	Entry Setting Hearing on Account			.00
07/14/25	13h	Judgment Entry Approving Partial Account			.00
07/15/25	att	Attachments			.00
07/15/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
07/15/25	15bn	Entry Authorizing Expenditure of Funds	563.00		5.00
		(Non-Custodial)	SNR
07/15/25		Receipt	647821	15.00
05/01/26	13k	Notice to File Account	0090590		1.00
07/09/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
07/09/26	eb	Exhibit A			.00
07/09/26	15bn	Entry Authorizing Expenditure of Funds	563.00		5.00
		(Non-Custodial)	TAS
07/09/26		Receipt	668783	16.00
07/30/26	13a	Fiduciary's Partial Account	04		22.00
07/30/26	13.1	Receipts and Disbursements			.00
07/30/26	13.2	Assets Remaining in Fiduciary's Hands	96225.28		.00
07/30/26	1ca	Application for Attorney Fees			10.00
07/30/26	fs	Fee Schedule			.00
07/30/26	fs	Fee Schedule			.00
07/30/26	morf	Magistrate's Order Regarding Fees	900.00		.00
			16.00
07/30/26	1cd	Application for Fiduciary Fees			10.00
07/30/26	morf	Magistrate's Order Regarding Fees	576.34		.00
07/30/26		Receipt	670059	42.00
07/31/26	morf	Magistrate's Order Regarding Fees	AMENDED		.00
		*This amended order replaces the	689.78
		Magistrate's Order issued 05/30/25*	MCD
08/13/26	13e	Entry Setting Hearing on Account			.00
		BALANCE DUE			.00

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