Case Docket

Case Number: 628112  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : WAITS, MISTY DAWN
AKA :


Date Code Description Reference Receipt Cost
12/18/23 01 Case Number (Daily Reporter) 10.00
12/18/23 02 Forms 10.00
12/18/23 03 Docketing & Index 15.00
12/18/23 04 Computerized Legal Research 3.00
12/18/23 05 Computer Fee 10.00
12/18/23 08 Dispute Resolution Fund 15.00
12/18/23 16 Special Projects Fund 15.00
12/18/23 cb COST BILL .00
12/18/23 10 Application for Appointment of Trustee .00
12/18/23 4.2 Fiduciary's Bond 40000.00 .00
Liberty Mut
12/18/23 poa Power of Attorney .00
12/18/23 11 Fiduciary's Acceptance .00
12/18/23 13 Entry Appointing Trustee, Letters of TAS 5.00
Authority
ROSHON, JESSICA N. (fidy)
12/18/23 misc Misty Dawn Waits Special Needs Trust .00
12/18/23 igf Indigent Guardianship Fund 30.00
12/18/23 Receipt 618607 113.00
12/18/23 adl Additional Letters of Authority 4.00
12/18/23 Receipt 618610 4.00
02/21/24 6k Notice to File Inventory 0093363 1.00
04/17/24 6m Citation to File Inventory 0093363 fidy 5.00
04/17/24 vcos Certificate of Service for Virtual Mail .00
04/17/24 vcs Virtual Service Mail Sent 7.40
Jessica N Roshon 558739
04/30/24 vcr Virtual Service Returned .00
JNR 558739
05/20/24 6.0 Inventory 13589.43 7.00
05/21/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/21/24 15bn Entry Authorizing Expenditure of Funds 98.76 5.00
(Non-Custodial) 1584.00
05/21/24 cc Certified Copy 1.00
05/21/24 ref No Refund Issued: Less than $1.00 .60
05/21/24 Receipt 626392 37.00
11/18/24 13k Notice to File Account 0093363 1.00
12/03/24 l LETTER:Cover Letter. 11/26/2024 .00
12/03/24 6a Amended Inventory 13859.43 7.00
12/10/24 1ca Application for Attorney Fees 10.00
Jessica N. Roshon, Esq.
12/10/24 fs Fee Schedule .00
12/10/24 morf Magistrate's Order Regarding Fees 392.00 .00
12/10/24 1cd Application for Trustee Fees 10.00
Jessica N. Roshon, Esq.
12/10/24 fs Fee Schedule .00
12/10/24 morf Magistrate's Order Regarding Fees 78.20 .00
12/11/24 l LETTER: .00
Missing voucher for bond premium and
bank statement for assets remaining
12/26/24 l LETTER:Cover Letter. 12/18/2024 .00
12/26/24 13a Fiduciary's Partial Account 01 22.00
12/26/24 13.1 Receipts and Disbursements .00
12/26/24 13.2 Assets Remaining in Fiduciary's Hands 12076.67 .00
12/27/24 13e Entry Setting Hearing on Account .00
12/27/24 Receipt 637253 39.00
01/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/10/25 13h Judgment Entry Approving Partial Account .00
02/18/25 Receipt 639716 11.00
03/21/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/21/25 15bn Entry Authorizing Expenditure of Funds 3500.00 5.00
(Non-Custodial)
03/21/25 Receipt 641563 15.00
10/14/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/14/25 15bn Entry Authorizing Expenditure of Funds 3500.00 5.00
(Non-Custodial)
10/14/25 Receipt 653001 15.00
11/26/25 13k Notice to File Account 0093363 1.00
12/17/25 13a Fiduciary's Partial Account 02 22.00
12/17/25 13.1 Receipts and Disbursements .00
12/17/25 13.2 Assets Remaining in Fiduciary's Hands 4646.47 .00
12/17/25 Receipt 656677 23.00
12/18/25 13e Entry Setting Hearing on Account .00
01/29/26 13h Judgment Entry Approving Partial Account .00
06/22/26 50m Application to Terminate Trust 10.00
06/22/26 dc Death Certificate .00
-Misty Waits
06/22/26 50p Entry Terminating and Ordering Final 08/14/2026 5.00
Account ELC
06/22/26 Receipt 667627 15.00
BALANCE DUE .00
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