Case Docket

Case Number: 617055  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : CARTER, GERALD CLYDE
AKA : CARTER, JERRY C.

Date Code Description Reference Receipt Cost
05/11/22 01 Case Number (Daily Reporter) 10.00
05/11/22 02 Forms 10.00
05/11/22 03 Docketing & Index 15.00
05/11/22 04 Computerized Legal Research 3.00
05/11/22 05 Computer Fee 10.00
05/11/22 08 Dispute Resolution Fund 15.00
05/11/22 16 Special Projects Fund 15.00
05/11/22 cb COST BILL .00
05/11/22 10 Application for Appointment of Trustee .00
05/11/22 de Declination of Right to Serve as Trustee .00
Carolyn Blackburn, Park National Bank, &
Christal Hall
05/11/22 c1 Waiver and Consent to Appointment of .00
Trustee
Carolyn Blackburn, Park National Bank,
Christal Hall, & Robert Scott Carter
05/11/22 4.2 Fiduciary's Bond/RLI Surety 1648500.00 .00
RLI
N Romanaelli
05/11/22 bacb Bond Application for CBS Agency .00
05/11/22 11 Fiduciary's Acceptance .00
05/11/22 13 Entry Appointing Trustee, Letters of TAS 5.00
Authority
MCGEE, ADRIANN S. (fidy)
05/11/22 misc Last Will and Testament of .00
Jerry C. Carter
05/11/22 igf Indigent Guardianship Fund 30.00
05/11/22 Receipt 589760 113.00
07/12/22 6k Notice to File Inventory 0098753 1.00
09/14/22 6m Citation to File Inventory sent to fidy 5.00
09/15/22 vcos Certificate of Service for Virtual Mail .00
09/15/22 vcs Virtual Service Mail Sent 6.57
Adriann S McGee 455847
09/15/22 vcs Virtual Service Mail Sent 6.57
Shana B DeMooy 455854
10/19/22 Receipt 597669 19.14
10/19/22 6.0 Inventory 670459.93 7.00
10/19/22 Receipt 597719 7.00
10/20/22 Pay out made through bookkeeper # 0000073749 .00
ACCT #: 000000000209 15.00
11/03/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/12/23 13k Notice to File Account 0098753 1.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/09/24 13m Citation to File Account sent to fidy 5.00
01/09/24 vcos Certificate of Service for Virtual Mail .00
01/09/24 vcs Virtual Service Mail Sent 7.21
Adriann S McGee 529487
01/09/24 vcs Virtual Service Mail Sent 7.21
Shana B DeMooy 529494
01/22/24 13a Fiduciary's Partial Account 01 22.00
01/22/24 13.1 Receipts and Disbursements .00
01/22/24 13.2 Assets Remaining in Fiduciary's Hands 684129.99 .00
01/22/24 l LETTER: .00
Return Ck # 089016 For Proper Costs
01/23/24 13e Entry Setting Hearing on Account .00
01/26/24 vcr Virtual Service Returned .00
ASM 529487
01/26/24 vcr Virtual Service Returned .00
SBD 529494
02/26/24 1cd Application for Fiduciary Fees 10.00
Adrian S McGee
02/26/24 fs Fee Schedule 1.00
02/26/24 eb Exhibits .00
02/26/24 morf Magistrate's Order Regarding Fees 3178.68 .00
02/26/24 Receipt 621980 12.00
03/04/24 13h Judgment Entry Approving Partial Account .00
03/05/24 Receipt 622332 41.42
12/23/24 13k Notice to File Account 0098753 1.00
12/23/24 1ca Application for Attorney Fees 10.00
Shana B DeMooy
12/23/24 1cc Consent to Attorney Fees .00
Robert Carter
12/23/24 fs Fee Schedule 27.00
12/23/24 morf Magistrate's Order Regarding Fees 18728.63 .00
12/23/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
12/23/24 fs Fee Schedule .00
12/23/24 morf Magistrate's Order Regarding Fees 3549.44 .00
12/23/24 13a Fiduciary's Partial Account 02 22.00
12/23/24 13.1 Receipts and Disbursements .00
12/23/24 13.2 Assets Remaining in Fiduciary's Hands 699351.34 .00
12/23/24 Receipt 637177 70.00
12/26/24 13e Entry Setting Hearing on Account .00
02/05/25 13h Judgment Entry Approving Partial Account .00
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/06/25 1cd Application for Trustee Fees 10.00
-Adriann S. McGee, Esq.
11/06/25 fs Fee Schedule .00
11/06/25 morf Magistrate's Order Regarding Fees 2748.56 .00
TAS
11/06/25 13a Fiduciary's Partial Account 03 22.00
11/06/25 13.1 Receipts and Disbursements .00
11/06/25 13.2 Assets Remaining in Fiduciary's Hands 645732.85 .00
11/06/25 Receipt 654408 32.00
11/07/25 13e Entry Setting Hearing on Account .00
12/22/25 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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