Case Docket

Case Number: 618117  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : TRUOG, AUSTIN R.
AKA :

Date Code Description Reference Receipt Cost
07/01/22 01 Case Number (Daily Reporter) 10.00
07/01/22 02 Forms 10.00
07/01/22 03 Docketing & Index 15.00
07/01/22 04 Computerized Legal Research 3.00
07/01/22 05 Computer Fee 10.00
07/01/22 08 Dispute Resolution Fund 15.00
07/01/22 16 Special Projects Fund 15.00
07/01/22 cb COST BILL .00
07/01/22 igf Indigent Guardianship Fund 30.00
07/01/22 10 Application for Appointment of Trustee .00
07/01/22 11 Fiduciary's Acceptance .00
07/01/22 mem Memorandum Regarding Bond .00
-Please reference case #600654
07/01/22 att Attachments .00
07/01/22 13 Entry Appointing Trustee, Letters of TAS 5.00
Authority
TRUOG, JANET L. (fidy)
07/01/22 adl Additional Letters of Authority 2.00
07/01/22 misc Special Needs Trust for .00
Austin R. Truog
07/01/22 Receipt 592188 115.00
09/02/22 6ek eNotice to File Inventory 0078221 .00
09/26/22 cpi Confidential Personal Identifiers .00
09/26/22 6.0 Inventory 259878.28 7.00
09/26/22 Receipt 596511 7.00
10/21/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/13/23 nc Notice of Change of Address of: .00
Trustee & Beneficiary
02/13/23 1ca Application for Attorney Fees 10.00
Derek Graham/Resch, Root, Phillipps &
Graham
02/13/23 1cc Consent to Attorney Fees .00
Janet Truog
02/13/23 fs Fee Schedule .00
02/13/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/13/23 att Attachments 5.00
02/13/23 15bn Entry Authorizing Expenditure of Funds 4312.00 5.00
(Non-Custodial) 2085.00
10042.80
2740.08
02/13/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/13/23 att Attachments .00
02/13/23 15bn Entry Authorizing Expenditure of Funds 2005.00 5.00
(Non-Custodial)
02/13/23 Receipt 603205 30.00
02/21/23 Receipt 603574 15.00
02/23/23 l LETTER: 02/23/2023 .00
TO: Derek L. Graham, Esq.
FROM: Lindsay E. Webster
05/18/23 4.2 Fiduciary's Bond 550000.00 .00
CBS
05/18/23 bacb Bond Application for CBS Agency .00
05/18/23 poa Power of Attorney .00
06/06/23 13ek eNotice to File Account 0078221 .00
10/23/23 13n Application to Extend Time to File .00
Account
10/23/23 13o Entry Extending Time to File Account 01/31/2024 5.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/21/23 l LETTER:Cover Letter. 11/15/2023 .00
11/21/23 4.2 Fiduciary's Bond 563000.00 .00
CBS
11/21/23 poa Power of Attorney RLI .00
12/15/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/15/23 att Attachment .00
12/15/23 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
12/15/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/15/23 15bn Entry Authorizing Expenditure of Funds 700.00 5.00
(Non-Custodial) 250.00
400.00
2000.00
12/21/23 13a Fiduciary's Partial Account 01 22.00
12/21/23 13.1 Receipts and Disbursements .00
12/21/23 13.2 Assets Remaining in Fiduciary's Hands 281391.28 .00
12/21/23 ex Extra Pages 9.00
12/21/23 Receipt 618859 66.00
12/22/23 13e Entry Setting Hearing on Account .00
12/22/23 Pay out made through bookkeeper # 0000078139 .00
ACCT #: 000000000209 17.00
02/05/24 13h Judgment Entry Approving Partial Account .00
05/06/24 l LETTER: to Derek Graham .00
from Mag Asst Lindsay E Webster
09/12/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/12/24 att Attachments .00
09/12/24 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
09/13/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/13/24 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial) 3500.00
650.00
09/13/24 Receipt 632080 30.00
11/25/24 13ek eNotice to File Account 0078221 .00
01/30/25 l LETTER: .00
Cover Letter 01/28/2025
01/30/25 13a Fiduciary's Partial Account 02 23.00
01/30/25 13.1 Receipts and Disbursements .00
01/30/25 13.2 Assets Remaining in Fiduciary's Hands 280609.61 .00
01/30/25 l LETTER: .00
Court cost
01/31/25 13e Entry Setting Hearing on Account .00
01/31/25 Receipt 638884 23.00
03/13/25 13h Judgment Entry Approving Partial Account .00
03/26/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/07/25 13.1 Receipts and Disbursements .00
11/07/25 13.1 Receipts and Disbursements 1.00
11/07/25 13a Fiduciary's Partial Account 03 22.00
11/07/25 13.2 Assets Remaining in Fiduciary's Hands 264070.99 .00
11/07/25 Receipt 654461 23.00
11/10/25 13e Entry Setting Hearing on Account .00
12/22/25 13h Judgment Entry Approving Partial Account .00
04/30/26 1ca Application for Attorney Fees 11.00
-Derek Graham
04/30/26 1cc Consent to Attorney Fees .00
-Janet Truog
04/30/26 fs Fee Schedule .00
04/30/26 morf Magistrate's Order Regarding Fees 3408.17 .00
TAS
04/30/26 15bn Entry Authorizing Expenditure of Funds 3000.00 5.00
(Non-Custodial) TAS
04/30/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/30/26 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
04/30/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/30/26 att Attachments .00
04/30/26 Receipt 664598 41.00
05/27/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/27/26 att Attachments .00
05/27/26 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
05/27/26 Receipt 666108 15.00
BALANCE DUE .00
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