Case Docket

Case Number: 619419  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : NUCKOLS, DONNA SUE
AKA :


Date Code Description Reference Receipt Cost
08/31/22 01 Case Number (Daily Reporter) 10.00
08/31/22 02 Forms 10.00
08/31/22 03 Docketing & Index 15.00
08/31/22 04 Computerized Legal Research 3.00
08/31/22 05 Computer Fee 10.00
08/31/22 08 Dispute Resolution Fund 15.00
08/31/22 16 Special Projects Fund 15.00
08/31/22 cb COST BILL .00
08/31/22 10 Application for Appointment of Trustee .00
08/31/22 misc Irrevocable Special Needs Trist .00
08/31/22 fs Fee Schedule .00
08/31/22 4.0a Fiduciary's Acceptance .00
08/31/22 13 Entry Appointing Trustee, Letters of 5.00
Authority
PARK NATIONAL BANK, (fidy)
08/31/22 igf Indigent Guardianship Fund 30.00
08/31/22 m Motion funding of special needs trust .00
08/31/22 mem Memorandum in Support .00
08/31/22 e Entry mkb .00
08/31/22 Receipt 595287 113.00
10/18/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/01/22 6k Notice to File Inventory 0039382 1.00
11/23/22 l LETTER:Cover Letter. 11/21/2022 .00
11/23/22 6.0 Inventory 1068006.46 7.00
12/09/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/09/22 mem Memorandum in Support .00
12/09/22 att Attachments 45.00
12/09/22 15bn Entry Authorizing Expenditure of Funds 369900.00 5.00
(Non-Custodial) 1400.00
12/09/22 Receipt 600157 68.00
12/12/22 Pay out made through bookkeeper # 0000074307 .00
ACCT #: 000000000209 7.00
12/16/22 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
-ITEM #4
12/16/22 att Attachments .00
12/16/22 15bn Entry Authorizing Expenditure of Funds 12000.00 5.00
(Non-Custodial)
01/30/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/30/23 15bn Entry Authorizing Expenditure of Funds 4000.00 5.00
(Non-Custodial)
01/30/23 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
01/30/23 att Attachments .00
01/30/23 15bn Entry Authorizing Expenditure of Funds AMENDED #2 5.00
(Non-Custodial) fild 12/9/22
01/30/23 Receipt 602525 45.00
01/31/23 Pay out made through bookkeeper # 0000074793 .00
ACCT #: 000000000209 5.00
05/05/23 l LETTER: cover 04/24/2023 .00
05/05/23 1ca Application for Attorney Fees 10.00
Michael A Renne
05/05/23 1cc Consent to Attorney Fees .00
Park National Bank
05/05/23 fs Fee Schedule 4.00
05/05/23 1e Entry Setting Remote Hearing 06/21/2023 5.00
-App for Fees 10:00 AM
05/08/23 Receipt 607540 19.00
05/08/23 l LETTER: cover 05/03/2023 .00
05/08/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/08/23 att Attachments .00
05/08/23 1e Entry Setting Remote Hearing 06/26/2023 5.00
-App to Expend Funds 2:00 PM
05/08/23 eb Exhibit a .00
05/08/23 cc Certified Copy 1.00
05/08/23 Receipt 607560 16.00
05/09/23 Pay out made through bookkeeper # 0000075793 .00
ACCT #: 000000000209 7.00
05/16/23 l LETTER: 05/10/2023 .00
TO: FCPC
FROM: Vanessa M. Sharpe
(Dinsmore & Shohl, LLP)
05/16/23 15an Amended App.for Authority to Expend 10.00
Funds (Non-Custodial)
05/16/23 Receipt 607981 10.00
05/17/23 Pay out made through bookkeeper # 0000075889 .00
ACCT #: 000000000209 6.00
06/21/23 morf Magistrate's Order Regarding Fees 10754.61 .00
06/21/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/21/23 15b Entry Authorizing Expenditure of Funds 10754.61 .00
(Custodial)
06/21/23 dr Digital Record of Hearing HJW .00
6/21/23 ZOOM
06/23/23 mo Magistrate's Order HJW 5.00
-Even though the hourly rates are high,
under the totality of the circumstances,
06/23/23 cos Certificate of Service .00
06/26/23 dr Digital Record of Hearing TAS .00
06/26/23 ZOOM
06/28/23 Receipt 610111 16.00
06/28/23 15b Entry Authorizing Expenditure of Funds 45000.00 .00
(Custodial)
06/28/23 cos Certificate of Service .00
07/03/23 Receipt 610298 5.00
08/01/23 13k Notice to File Account 0039382 1.00
09/22/23 l LETTER:Cover Letter. 09/20/2023 .00
09/22/23 13a Fiduciary's Partial Account 01 22.00
09/22/23 13.1 Receipts and Disbursements .00
09/22/23 13.2 Assets Remaining in Fiduciary's Hands 1117864.87 .00
09/25/23 13e Entry Setting Hearing on Account .00
10/09/23 Receipt 615177 23.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/06/23 13h Judgment Entry Approving Partial Account .00
12/12/23 l LETTER: 12/11/2023 .00
TO: FCPC
FROM: Mary A. Miller
Dinsmore
12/12/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/23 att Attachments .00
12/12/23 Receipt 618333 10.00
12/13/23 Pay out made through bookkeeper # 0000078034 .00
ACCT #: 000000000209 5.00
12/13/23 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
04/26/24 1ca Application for Attorney Fees 10.00
Michael Renne
04/26/24 1cc Consent to Attorney Fees .00
Park National Bank
04/26/24 fs Fee Schedule .00
04/26/24 morf Magistrate's Order Regarding Fees 8578.71 .00
04/26/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/26/24 15b Entry Authorizing Expenditure of Funds 8548.71 .00
(Custodial)
04/26/24 Receipt 625095 26.00
07/15/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/15/24 15bn Entry Authorizing Expenditure of Funds 45000.00 5.00
(Non-Custodial)
07/15/24 cc Certified Copy 2.00
07/15/24 Receipt 628940 17.00
07/23/24 Receipt 629379 5.00
08/23/24 13k Notice to File Account 0039382 1.00
08/23/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/23/24 att Attachment .00
08/23/24 15bn Entry Authorizing Expenditure of Funds 8500.00 5.00
(Non-Custodial)
08/23/24 cc Certified Copy 1.00
08/23/24 Receipt 631039 17.00
10/23/24 cpi Confidential Personal Identifiers .00
10/24/24 13a Fiduciary's Partial Account 02 22.00
10/24/24 13.1 Receipts and Disbursements .00
10/24/24 13.2 Assets Remaining in Fiduciary's Hands 1109332.27 .00
10/24/24 ex Extra Pages 85.00
10/24/24 l LETTER: .00
To Attorney For Court Costs
Return Ck #242509
10/25/24 13e Entry Setting Hearing on Account .00
10/28/24 Receipt 634332 107.00
12/05/24 13h Judgment Entry Approving Partial Account .00
03/28/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/29/25 1ca Application for Attorney Fees 15.00
-Michael Renne, Esq.
07/29/25 1cc Consent to Attorney Fees .00
-Park National Bank
07/29/25 fs Fee Schedule .00
07/29/25 morf Magistrate's Order Regarding Fees 5053.78 .00
07/29/25 Receipt 648624 15.00
07/29/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/29/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
07/29/25 Receipt 648631 16.00
09/24/25 13k Notice to File Account 0039382 1.00
10/17/25 13a Fiduciary's Partial Account 03 24.00
10/17/25 13.1 Receipts and Disbursements .00
10/17/25 13.2 Assets Remaining in Fiduciary's Hands 1159258.45 .00
10/17/25 cpi Confidential Personal Identifiers .00
10/17/25 bs Bank Statement .00
10/17/25 bs Bank Statement .00
10/17/25 bs Bank Statement 1.00
10/17/25 Receipt 653227 26.00
10/20/25 13e Entry Setting Hearing on Account .00
12/01/25 13h Judgment Entry Approving Partial Account .00
06/17/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/17/26 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
06/17/26 Receipt 667471 15.00
06/22/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/22/26 3.a Application to Appoint Appraiser .00
06/22/26 3.ae Entry Appointing Appraiser 164 5.00
06/22/26 Receipt 667658 15.00
07/21/26 misc Real Estate Appraisal 7.00
07/21/26 Receipt 669487 7.00
BALANCE DUE .00
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