Case Docket

Case Number: 620583  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : WEST, ELIZABETH J.
AKA :

Date Code Description Reference Receipt Cost
11/02/22 01 Case Number (Daily Reporter) 10.00
11/02/22 02 Forms 10.00
11/02/22 03 Docketing & Index 15.00
11/02/22 04 Computerized Legal Research 3.00
11/02/22 05 Computer Fee 10.00
11/02/22 08 Dispute Resolution Fund 15.00
11/02/22 16 Special Projects Fund 15.00
11/02/22 cb COST BILL .00
11/02/22 10 Application for Appointment of Trustee .00
11/02/22 11 Fiduciary's Acceptance .00
11/02/22 13 Entry Appointing Trustee, Letters of MKB 5.00
Authority
MASHBURN, JOHN B. (fidy)
11/02/22 igf Indigent Guardianship Fund 30.00
11/02/22 adl Additional Letters of Authority 2.00
11/02/22 misc Special Needs Trust Agreement .00
Elizabeth J. West
11/02/22 Receipt 598403 115.00
11/16/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/16/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 2600.00
001
11/16/22 cc Certified Copy 1.00
11/16/22 Receipt 599054 6.00
01/04/23 6k Notice to File Inventory 0020560 1.00
03/09/23 6m Citation to File Inventory 0020560 fidy 5.00
03/10/23 vcos Certificate of Service for Virtual Mail .00
03/10/23 vcs Virtual Service Mail Sent 6.85
John B Mashburn 480009
03/21/23 vcr Virtual Service Returned .00
JBM 480009
05/05/23 16c Verification of Receipt or Deposit HNB .00
2600.00
001 Y
05/08/23 6.0 Inventory 82100.00 7.00
05/08/23 l LETTER: .00
Court cost
05/16/23 Receipt 607957 19.85
06/09/23 app Application to Sell Real Property .00
06/09/23 mem Memorandum in Support .00
06/09/23 eb Exhibit A-C 22.00
06/09/23 e Entry to Sell Real Property KAG 5.00
06/09/23 Receipt 609228 27.00
06/15/23 16g Ghost Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond into Existing Court 128044.15
Controlled/Custodial Account 002
*PER COURT ORDER 6/9/2023
06/15/23 16c Verification of Receipt or Deposit HNB .00
128044.15
002 Y
06/27/23 4.2 Fiduciary's Bond 40000.00 .00
OH Casualty
06/27/23 poa Power of Attorney .00
06/27/23 50k Application to Amend Letters of .00
Authority
06/27/23 50l Entry Amending Letters of Authority KAG 5.00
06/27/23 al Amended Letters of Authority 3.00
06/27/23 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/27/23 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 130644.24
003
06/27/23 cc Certified Copy 1.00
06/27/23 15c Application to Release Funds to guardian .00
06/27/23 15d Entry Authorizing Release of Funds 20000.00 5.00
Huntington National Bank Acct
06/27/23 9.5 Report of Sale 5.00
06/27/23 1ca Application for Attorney Fees 10.00
John B Mashburn
06/27/23 fs Fee Schedule .00
06/27/23 morf Magistrate's Order Regarding Fees 2468.75 .00
06/27/23 Receipt 610044 34.00
07/06/23 1ca Application for Attorney Fees 10.00
John B. Mashburn
07/06/23 fs Fee Schedule .00
07/06/23 morf Magistrate's Order Regarding Fees 2468.75 .00
09/14/23 Receipt 613989 10.00
10/03/23 13k Notice to File Account 0020560 1.00
10/30/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/30/23 att Attachments .00
10/30/23 15b Entry Authorizing Expenditure of Funds 3720.00 .00
(Custodial)
10/30/23 Receipt 616254 16.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/01/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/01/23 att Attachments .00
11/01/23 15bn Entry Authorizing Expenditure of Funds 10750.00 5.00
(Non-Custodial)
11/01/23 Receipt 616388 16.00
11/08/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/08/23 15bd Entry Denying Expenditure of Funds MCD .00
(Custodial)
-The payment of $3,720.00 was already
paid & deposited on 11/3/2023
11/08/23 Receipt 616737 16.00
11/15/23 15a Application for Authority to Expend AMENDED 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/15/23 15b Entry Authorizing Expenditure of Funds 3720.00 .00
(Custodial)
11/28/23 16c Verification of Receipt or Deposit HNB .00
110644.72
003 Y
11/29/23 15a Application for Authority to Expend 2ND AMENDED 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/29/23 15b Entry Authorizing Expenditure of Funds 3720.00 .00
(Custodial) 2ND AMENDED
11/29/23 Receipt 617620 16.00
11/29/23 Receipt 617634 16.00
12/13/23 1cd Application for Trustee Fees 10.00
John B. Mashburn
12/13/23 1ca Application for Attorney Fees 10.00
John B. Mashburn
12/13/23 fs Fee Schedules .00
12/13/23 morf Magistrate's Order Regarding Fees 1749.86 .00
12/13/23 15c Application to Release Funds to Guardian .00
12/13/23 15d Entry Authorizing Release of Funds 5.00
-From Huntington Bank Savings Acct. 4877 10000.00
12/13/23 cc Certified Copy 1.00
12/13/23 13a Fiduciary's Partial Account 01 22.00
12/13/23 13.1 Receipts and Disbursements .00
12/13/23 13.2 Assets Remaining in Fiduciary's Hands 118112.16 .00
12/13/23 Receipt 618369 38.00
12/13/23 Receipt 618407 10.00
12/14/23 13e Entry Setting Hearing on Account .00
01/24/24 13h Judgment Entry Approving Partial Account .00
09/10/24 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
09/10/24 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 8000.00
004
09/10/24 cc Certified Copy 1.00
09/10/24 Receipt 631846 6.00
09/11/24 Pay out made through bookkeeper # 0000080604 .00
ACCT #: 000000000209 5.00
11/13/24 13k Notice to File Account 0020560 1.00
01/21/25 16c Verification of Receipt or Deposit HNB .00
8000.00
004 Y
01/31/25 13x Custodial Year End Report 2023 HNB .00
0.00
02/03/25 13a Fiduciary's Partial Account 02 22.00
02/03/25 13.1 Receipts and Disbursements .00
02/03/25 13.2 Assets Remaining in Fiduciary's Hands 123377.27 .00
02/04/25 13e Entry Setting Hearing on Account .00
02/07/25 1cd Application for Trustee Fees 10.00
John B. Mashburn
02/07/25 fs Fee Schedule .00
02/07/25 morf Magistrate's Order Regarding Fees 1892.05 .00
02/07/25 Receipt 639313 33.00
02/11/25 Pay out made through bookkeeper # 0000081945 .00
ACCT #: 000000000209 10.00
03/17/25 13h Judgment Entry Approving Partial Account .00
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/05/26 13k Notice to File Account 0020560 1.00
BALANCE DUE 1.00
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