Case Docket

Case Number: 619756  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : DE LONG, LUKE
AKA : DELONG, LUKE

Date Code Description Reference Receipt Cost
09/20/22 01 Case Number (Daily Reporter) 10.00
09/20/22 02 Forms 10.00
09/20/22 03 Docketing & Index 15.00
09/20/22 04 Computerized Legal Research 3.00
09/20/22 05 Computer Fee 10.00
09/20/22 08 Dispute Resolution Fund 15.00
09/20/22 16 Special Projects Fund 15.00
09/20/22 cb COST BILL .00
09/20/22 10 Application for Appointment of Trustee .00
09/20/22 11 Fiduciary's Acceptance .00
09/20/22 13 Entry Appointing Trustee, Letters of MKB 5.00
Authority
DE LONG, LUCINDA K. (fidy)
09/20/22 misc The Luke DeLong Special Needs Trust .00
09/20/22 igf Indigent Guardianship Fund 30.00
09/20/22 adl Additional Letters of Authority 2.00
09/20/22 Receipt 596133 115.00
10/18/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/16/22 m Motion for Order to Dispense with .00
Custodial Depository
11/16/22 e Entry to Dispense with Custodial TAS 5.00
Depository
11/16/22 al Amended Letters of Authority TAS 3.00
11/16/22 4.2 Fiduciary's Bond 170000.00 .00
OH Casualty
11/16/22 poa Power of Attorney .00
11/16/22 misc 1st Amendment to the Luke Delong Special .00
Needs Trust
11/16/22 6.0 Inventory 85000.00 7.00
11/16/22 eb Exhibit A .00
11/16/22 Receipt 598991 15.00
11/17/22 Pay out made through bookkeeper # 0000074050 .00
ACCT #: 000000000209 12.00
01/18/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/18/23 att Attachments .00
01/18/23 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
01/18/23 Receipt 601887 15.00
08/18/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/18/23 att Attachments .00
08/18/23 15bn Entry Authorizing Expenditure of Funds 3993.07 5.00
(Non-Custodial)
08/18/23 Receipt 612727 15.00
08/21/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/21/23 att Attachments .00
08/21/23 15bn Entry Authorizing Expenditure of Funds 10000.00 5.00
(Non-Custodial)
08/21/23 Receipt 612781 15.00
08/22/23 13k Notice to File Account 0093363 1.00
09/22/23 13n Application to Extend Time to File .00
Account
09/22/23 13o Entry Extending Time to File Account 11/22/2023 5.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/10/24 1ae Entry Increasing Bond 24000.00 5.00
OH Casualty
01/10/24 4.2 Fiduciary's Bond 194000.00 .00
OH Casualty
01/10/24 poa Power of Attorney .00
01/10/24 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC
01/10/24 1cc Consent to Attorney Fees .00
Lucinda K DeLong
01/10/24 fs Fee Schedule 2.00
01/10/24 morf Magistrate's Order Regarding Fees 2104.95 .00
01/10/24 1cd Application for Fiduciary Fees 10.00
Lucinda K DeLong
01/10/24 fs Fee Schedule .00
01/10/24 morf Magistrate's Order Regarding Fees 570.80 .00
01/10/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/10/24 15bn Entry Authorizing Expenditure of Funds 300.00/mnth 5.00
(Non-Custodial)
01/10/24 13a Fiduciary's Partial Account 01 22.00
01/10/24 13.1 Receipts and Disbursements .00
01/10/24 13.2 Assets Remaining in Fiduciary's Hands 75621.92 .00
01/10/24 Receipt 619627 70.00
01/11/24 13e Entry Setting Hearing on Account .00
01/11/24 Pay out made through bookkeeper # 0000078298 .00
ACCT #: 000000000209 3.00
02/22/24 13h Judgment Entry Approving Partial Account .00
10/09/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/09/24 eb Exhibits A-C .00
10/09/24 15bn Entry Authorizing Expenditure of Funds 568.61 5.00
(Non-Custodial) 74.16
60.00/month
10/09/24 Receipt 633439 15.00
10/11/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/11/24 att Attachments .00
10/11/24 15bn Entry Authorizing Expenditure of Funds 600.00/mnth 5.00
(Non-Custodial)
10/11/24 Receipt 633605 15.00
12/10/24 13k Notice to File Account 0093363 1.00
12/18/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/18/24 att Attachments .00
12/18/24 15bn Entry Authorizing Expenditure of Funds 600.00 5.00
(Non-Custodial) 1000.00
12/18/24 Receipt 636975 15.00
01/14/25 13n Application to Extend Time to File .00
Account
01/14/25 13o Entry Extending Time to File Account 02/17/2025 5.00
01/14/25 Receipt 637977 5.00
02/14/25 13a Fiduciary's Partial Account 02 22.00
02/14/25 13.1 Receipts and Disbursements .00
02/14/25 13.2 Assets Remaining in Fiduciary's Hands 71412.08 .00
02/14/25 ex Extra Pages 4.00
02/18/25 13e Entry Setting Hearing on Account .00
03/05/25 1cd Application for Trustee Fees 10.00
Lucinda DeLong
03/05/25 fs Fee Schedule .00
03/05/25 morf Magistrate's Order Regarding Fees 1196.25 .00
03/05/25 1ca Application for Attorney Fees 10.00
Jessica N. Roshon
03/05/25 fs Fee Schedule .00
03/05/25 morf Magistrate's Order Regarding Fees 1747.00 .00
03/05/25 Receipt 640642 42.00
03/24/25 Receipt 641589 5.00
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/31/25 13h Judgment Entry Approving Partial Account .00
08/20/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/20/25 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
08/20/25 mem Memorandum in Support of App .00
for Authority to Expend Funds
08/20/25 eb Exhibits A-E 14.00
08/20/25 Receipt 649845 29.00
09/16/25 misc MedVet Receipts .00
09/16/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/16/25 15bn Entry Authorizing Expenditure of Funds 2191.36 5.00
(Non-Custodial)
09/16/25 Receipt 651357 15.00
10/22/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/22/25 15bn Entry Authorizing Expenditure of Funds 9450.00 5.00
(Non-Custodial) ELC
10/22/25 att Attachments .00
10/22/25 Receipt 653467 15.00
12/04/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/04/25 e Entry 5.00
12/04/25 Receipt 655932 15.00
01/20/26 13k Notice to File Account 0093363 1.00
04/03/26 13n Application to Extend Time to File .00
Account
04/03/26 13o Entry Extending Time to File Account 07/31/2026 5.00
04/03/26 Receipt 662857 6.00
07/17/26 13a Fiduciary's Partial Account 03 27.00
07/17/26 13.1 Receipts and Disbursements .00
07/17/26 13.2 Assets Remaining in Fiduciary's Hands 64155.00 .00
07/17/26 Receipt 669298 27.00
07/20/26 13e Entry Setting Hearing on Account .00
BALANCE DUE .00
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