Case Docket

Case Number: 622795  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : SHANK, RHETT THEODORE
AKA :


Date Code Description Reference Receipt Cost
03/08/23 01 Case Number (Daily Reporter) 10.00
03/08/23 02 Forms 10.00
03/08/23 03 Docketing & Index 15.00
03/08/23 04 Computerized Legal Research 3.00
03/08/23 05 Computer Fee 10.00
03/08/23 08 Dispute Resolution Fund 15.00
03/08/23 16 Special Projects Fund 15.00
03/08/23 cb COST BILL .00
03/08/23 igf Indigent Guardianship Fund 30.00
03/08/23 10 Application for Appointment of Trustee .00
03/08/23 4.2 Fiduciary's Bond 1621862.04 .00
Cincinati In
03/08/23 poa Power of Attorney .00
03/08/23 11 Fiduciary's Acceptance .00
03/08/23 13 Entry Appointing Trustee, Letters of TAS 5.00
Authority
SHANK, JENNIFER (fidy)
03/08/23 misc The Rhett Theodore Shank Irrevocable .00
Special Needs Trust, Dated 10/06/2022
03/08/23 adl Additional Letters of Authority 3.00
03/08/23 Receipt 604295 116.00
05/09/23 6k Notice to File Inventory 0085204 1.00
07/06/23 6m Citation to File Inventory sent to fidy 5.00
07/06/23 vcos Certificate of Service for Virtual Mail .00
07/06/23 vcs Virtual Service Mail Sent 6.85
Jennifer Shank 4998 03
07/06/23 vcs Virtual Service Mail Sent 6.85
Jennifer L Routte 499810
07/18/23 vcr Virtual Service Returned .00
JS 499803
08/10/23 6.0 Inventory 810931.02 7.00
08/10/23 l LETTER: .00
To Attorney For Court Costs
08/24/23 l LETTER: cover 08/22/2023 .00
08/24/23 Receipt 612996 26.70
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/28/23 m Motion & Narrative Statement Requesting .00
the Court to Expedite Decision on
Contemporaneously Filed Application for
Authority to Expend Funds
11/28/23 e Entry MKB 5.00
11/28/23 cc Certified Copy 1.00
11/28/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/28/23 eb Exhibit A 69.00
11/28/23 15b Entry Authorizing Expenditure of Funds 269000.00 .00
(Custodial)
11/28/23 cc Certified Copy 1.00
11/29/23 c Copy 7.30
12/11/23 l LETTER: cover recvd 12/11/2023 .00
12/11/23 Receipt 618212 99.30
02/09/24 13k Notice to File Account 0085204 1.00
07/31/24 13m Citation to File Account sent to fidy 5.00
08/01/24 vcos Certificate of Service for Virtual Mail .00
08/01/24 vcs Virtual Service Mail Sent 8.16
Jennifer Shank 008916
08/01/24 vcs Virtual Service Mail Sent 8.16
Jennifer L Routte 008923
08/13/24 vcr Virtual Service Returned .00
F01 008916
08/21/24 13a Fiduciary's Partial Account 01 22.00
08/21/24 13.1 Receipts and Disbursements .00
08/21/24 13.2 Assets Remaining in Fiduciary's Hands 655843.34 .00
R/E 269000.
08/22/24 13e Entry Setting Hearing on Account .00
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)
09/12/24 cc Certified Copy 1.00
09/12/24 Receipt 632002 60.32
10/02/24 13h Judgment Entry Approving Partial Account .00
07/21/25 13k Notice to File Account 0085204 1.00
07/23/25 noam Notice of Appearance of Counsel .00
07/23/25 Receipt 648309 1.00
08/21/25 13n Application to Extend Time to File .00
Account
08/21/25 13o Entry Extending Time to File Account 10/21/2025 5.00
08/21/25 Receipt 649884 5.00
09/03/25 15an Application for Authority to Expend 12.00
Funds (Non-Custodial)
09/03/25 att Attachments .00
09/03/25 cc Certified Copy 1.00
09/03/25 cc Certified Copy 1.00
09/03/25 rcloa Request for LOA Certified Copies .00
09/03/25 l LETTER: 09/02/2025 .00
FROM: Jerry Stern, PH.D.
-Consent for ward to purchase new
vehicle
09/03/25 15bn Entry Authorizing Expenditure of Funds 46000.00 5.00
(Non-Custodial) 85.00/month
09/03/25 Receipt 650523 19.00
10/30/25 13a Fiduciary's Partial Account 02 28.00
10/30/25 13.1 Receipts and Disbursements .00
10/30/25 13.2 Assets Remaining in Fiduciary's Hands 698238.41 .00
Plus R/E $216,600.00
10/30/25 Receipt 653933 28.00
10/31/25 13e Entry Setting Hearing on Account .00
12/11/25 13h Judgment Entry Approving Partial Account .00
02/04/26 1cd Application for Trustee Fees 10.00
02/04/26 1c Consent to Trustee Fees .00
-Jennifer Shank
02/04/26 fs Fee Schedule .00
02/04/26 morf Magistrate's Order Regarding Fees 3843.63 .00
KAG
02/04/26 1cd Application for Trustee Fees 10.00
-Jennifer Shank
02/04/26 1c Consent to Trustee Fees .00
-Jennifer Shank
02/04/26 fs Fee Schedule .00
02/04/26 morf Magistrate's Order Regarding Fees 3647.12 .00
KAG
02/04/26 Receipt 659113 20.00
02/04/26 1ca Application for Attorney Fees 13.00
-Erin Sanford
02/04/26 1cc Consent to Attorney Fees .00
-Jennifer Shank
02/04/26 fs Fee Schedule .00
02/04/26 morf Magistrate's Order Regarding Fees 2812.00 .00
TPS
02/04/26 Receipt 659125 13.00
02/04/26 15an Application for Authority to Expend 13.00
Funds (Non-Custodial)
02/04/26 att Attachments .00
02/04/26 15bn Entry Authorizing Expenditure of Funds TPS 5.00
(Non-Custodial)
02/04/26 Receipt 659127 18.00
04/08/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/08/26 att Attachments .00
04/08/26 15bn Entry Authorizing Expenditure of Funds 3570.00 5.00
(Non-Custodial) TAS
04/08/26 Receipt 663147 15.00
BALANCE DUE .00
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