Case Docket

Case Number: 618417  
Case Type: T  TRUST
Case Subtype: TT  TESTAMENTARY TRUST
Name : WILLCOX, RICHARD V.
AKA :


Date Code Description Reference Receipt Cost
07/18/22 01 Case Number (Daily Reporter) 10.00
07/18/22 02 Forms 10.00
07/18/22 03 Docketing & Index 15.00
07/18/22 04 Computerized Legal Research 3.00
07/18/22 05 Computer Fee 10.00
07/18/22 08 Dispute Resolution Fund 15.00
07/18/22 16 Special Projects Fund 15.00
07/18/22 cb COST BILL .00
07/18/22 e Entry Authorizing Bifurcation of the 5.00
Richard V. Willcox Trust
07/18/22 10 Application for Appointment of Trustee .00
07/18/22 11 Fiduciary's Acceptance .00
07/18/22 misc copy of will .00
07/18/22 13 Entry Appointing Trustee, Letters of 5.00
Authority
COMPANY, STIFEL TRUST (fidy)
07/18/22 adl Additional Letters of Authority 4.00
07/18/22 igf Indigent Guardianship Fund 30.00
07/18/22 Receipt 592941 122.00
10/20/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/31/22 misc Trustee's Account. .00
06/20/23 13k Notice to File Account 0043945 1.00
08/08/23 1cd Application for Fiduciary Fees 10.00
Stifel Trust Company, NA
08/08/23 fs Fee Schedule .00
08/08/23 morf Magistrate's Order Regarding Fees 15530.08 .00
08/08/23 13a Fiduciary's Partial Account 01 22.00
COMPANY, STIFEL TRUST (fidy)
08/08/23 13.1 Receipts and Disbursements .00
08/08/23 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost 1,134,731.92
Mk 2,472,261.73
08/08/23 ex Extra Pages 57.00
08/08/23 Receipt 612080 90.00
08/09/23 13e Entry Setting Hearing on Account .00
09/19/23 13h Judgment Entry Approving Partial Account .00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/06/23 1ca Application for Attorney Fees 10.00
Andrew J Art & Taft Law
12/06/23 1cc Consent to Attorney Fees .00
Angela K Fuller
12/06/23 fs Fee Schedule 1.00
12/06/23 1cb Entry Approving Attorney Fees 7500.00 .00
295.00
12/06/23 Receipt 617980 11.00
12/07/23 Pay out made through bookkeeper # 0000077977 .00
ACCT #: 000000000209 5.00
07/08/24 13k Notice to File Account 0043945 1.00
08/08/24 1cd Application for Fiduciary Fees 10.00
Stifel Trust Company, NA. 21947.27
0.00
08/08/24 1cc Consent to Attorney Fees 21947.27 .00
0.00
08/08/24 fs Fee Schedule .00
08/08/24 morf Magistrate's Order Regarding Fees 21947.27 .00
0.00
08/08/24 13a Fiduciary's Partial Account 02 22.00
COMPANY, STIFEL TRUST (fidy)
08/08/24 13.1 Receipts and Disbursements .00
08/08/24 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost 1152043.90
Mk 2678447.98
08/08/24 ex Extra Pages 44.00
08/08/24 Receipt 630257 77.00
08/09/24 13e Entry Setting Hearing on Account .00
08/09/24 Pay out made through bookkeeper # 0000080265 .00
ACCT #: 000000000209 3.00
09/19/24 13h Judgment Entry Approving Partial Account .00
12/17/24 1ca Application for Attorney Fees 10.00
Andrew J Art & Taft Law
12/17/24 fs Fee Schedule .00
12/17/24 morf Magistrate's Order Regarding Fees 2824.00 .00
12/17/24 Receipt 636901 10.00
03/26/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/10/25 13k Notice to File Account 0043945 1.00
08/25/25 13a Fiduciary's Partial Account 03 72.00
COMPANY, STIFEL TRUST (fidy)
08/25/25 13.1 Receipts and Disbursements .00
08/25/25 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost: $1,125,314.68
MKT: $2,670,188.29
08/25/25 1cd Application for Fiduciary Fees 10.00
Stifel Trust Company
08/25/25 fs Fee Schedule .00
08/25/25 morf Magistrate's Order Regarding Fees 23324.21 .00
TPS
08/25/25 Receipt 650087 83.00
08/26/25 13e Entry Setting Hearing on Account .00
10/07/25 13h Judgment Entry Approving Partial Account .00
07/22/26 13a Fiduciary's Partial Account 04 69.00
COMPANY, STIFEL TRUST (fidy)
07/22/26 13.1 Receipts and Disbursements .00
07/22/26 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Cost: $ 1,236,090.77
MKT: $ 3,164,235.36
07/22/26 1cd Application for Fiduciary Fees 10.00
Stifel Trust Company, N.A.
07/22/26 morf Magistrate's Order Regarding Fees 24445.95 .00
07/22/26 Receipt 669533 79.00
07/23/26 13e Entry Setting Hearing on Account .00
BALANCE DUE .00
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