Case Docket

Case Number: 614159  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : ROADES, CHARLOTTE L.
AKA :

Date Code Description Reference Receipt Cost
12/27/21 01 Case Number (Daily Reporter) 10.00
12/27/21 02 Forms 10.00
12/27/21 03 Docketing & Index 15.00
12/27/21 04 Computerized Legal Research 3.00
12/27/21 05 Computer Fee 10.00
12/27/21 08 Dispute Resolution Fund 15.00
12/27/21 16 Special Projects Fund 15.00
12/27/21 cb COST BILL .00
12/27/21 igf Indigent Guardianship Fund 30.00
12/27/21 adl Additional Letters of Authority 2.00
12/27/21 10 Application for Appointment of Trustee .00
12/27/21 11 Fiduciary's Acceptance .00
12/27/21 13 Entry Appointing Trustee, Letters of TAS 5.00
Authority
BARCLAY, CARRIE V. (fidy)
12/27/21 misc Copy of Last Will and Testament of .00
Charlotte L. Rhoades
12/27/21 Receipt 582784 115.00
03/01/22 6ek eNotice to File Inventory 0097730 .00
05/12/22 6m Citation to File Inventory sent to fidy 5.00
05/12/22 vcos Certificate of Service for Virtual Mail .00
05/12/22 vcs Virtual Service Mail Sent 6.18
Carrie V Barclay 434279
05/12/22 vcs Virtual Service Mail Sent 6.18
Amanda M Strausbaugh 434286
05/24/22 vcr Virtual Service Returned .00
CVB 434279
05/24/22 vcr Virtual Service Returned .00
AMS 434286
06/01/22 l LETTER:Cover Letter. 05/31/2022. .00
06/01/22 6.0 Inventory 20000.00 7.00
06/02/22 Receipt 590773 24.36
06/03/22 Pay out made through bookkeeper # 0000072238 .00
ACCT #: 000000000209 15.64
11/14/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/29/22 13ek eNotice to File Account 0097730 .00
02/07/23 noa Notice of Appearance of Counsel .00
- Keith A. Stevens for
Carrie V. Barclay
02/07/23 sc Substitution of Counsel 0087844 .00
08/16/23 13m Citation to File Account sent to fidy 5.00
08/16/23 vcos Certificate of Service for Virtual Mail .00
08/16/23 vcs Virtual Service Mail Sent 7.21
Carrie V Barclay 509625
08/16/23 vcs Virtual Service Mail Sent 7.21
Keith A Stevens 509632
08/22/23 vcr Virtual Service Returned .00
CVB 509625
08/29/23 vcr Virtual Service Returned .00
KAS 509632
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/09/23 9a Charge of Contempt/ATTORNEY 0087844 5.00
11/09/23 vcos Certificate of Service for Virtual Mail .00
11/09/23 vcs Virtual Service Mail Sent 7.21
Keith A Stevens 531015
11/09/23 9f Charge of Contempt/FIDUCIARY 5.00
11/09/23 vcos Certificate of Service for Virtual Mail .00
11/09/23 vcs Virtual Service Mail Sent 7.21
Carrie V Barclay 531008
11/09/23 eb Exhibit .00
Zoom Hearing
11/17/23 l LETTER:Cover Letter. 11/13/2023 .00
11/17/23 1ca Application for Attorney Fees 10.00
Carlile Patchen & Murphy LLP. 151.00
55.00
11/17/23 1cc Consent to Attorney Fees 151.00 .00
55.00
11/17/23 fs Fee Schedule .00
11/17/23 morf Magistrate's Order Regarding Fees 151.00 .00
55.00
11/17/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
11/17/23 l LETTER:Account returned. Need bank state .00
ments and vouchers. Need correct appoint
ment date. Need pickup from inventory.
Need court costs.
12/18/23 l LETTER:Cover Letter. 12/13/2023 .00
12/18/23 13a Fiduciary's Partial Account 01 22.00
12/18/23 13.1 Receipts and Disbursements .00
12/18/23 13.2 Assets Remaining in Fiduciary's Hands 52287.95 .00
12/18/23 Receipt 618615 75.84
12/19/23 13e Entry Setting Hearing on Account .00
12/19/23 Pay out made through bookkeeper # 0000078090 .00
ACCT #: 000000000209 74.16
12/27/23 jd Judge's Decision 5.00
Dismissing Charges Of Contempt
12/27/23 cos Certificate of Service .00
01/30/24 13h Judgment Entry Approving Partial Account .00
04/17/24 1ca Application for Attorney Fees 10.00
Keith Stevens
04/17/24 1cc Consent to Attorney Fees .00
Carrie V. Barclay
04/17/24 fs Fee Schedule .00
04/17/24 morf Magistrate's Order Regarding Fees 932.00 .00
04/17/24 13a Fiduciary's Partial Account 02 22.00
04/17/24 13.1 Receipts and Disbursements .00
04/17/24 13.2 Assets Remaining in Fiduciary's Hands 61232.26 .00
04/17/24 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/18/24 13e Entry Setting Hearing on Account .00
04/30/24 Receipt 625211 37.00
05/29/24 13h Judgment Entry Approving Partial Account .00
03/17/25 13k Notice to File Account 0087844 1.00
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/05/25 13m Citation to File Account sent to fidy 5.00
11/05/25 vcos Certificate of Service for Virtual Mail .00
11/05/25 vcs Virtual Service Mail Sent 8.86
Carrie V Barclay 097293
11/05/25 vcs Virtual Service Mail Sent 8.86
Keith A Stevens 097309
11/14/25 sc1 Substitution of Counsel (Estates, 0093500 .00
Trusts, Guard.)
11/14/25 cos Certificate of Service .00
11/14/25 Receipt 654895 23.72
11/17/25 vcr Virtual Service Returned .00
F01 097293
11/19/25 vcr Virtual Service Returned .00
A87844 097309
12/11/25 13a Fiduciary's Partial Account 03 22.00
12/11/25 13.1 Receipts and Disbursements .00
12/11/25 13.2 Assets Remaining in Fiduciary's Hands 76205.07 .00
12/11/25 bs Bank Statement .00
12/11/25 bs Bank Statement .00
12/11/25 Receipt 656382 22.00
12/12/25 13e Entry Setting Hearing on Account .00
01/22/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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