Case Docket

Case Number: 630605  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : MC VAY, STEVEN MICHAEL
AKA :


Date Code Description Reference Receipt Cost
05/01/24 01 Case Number (Daily Reporter) 10.00
05/01/24 02 Forms 10.00
05/01/24 03 Docketing & Index 15.00
05/01/24 04 Computerized Legal Research 3.00
05/01/24 05 Computer Fee 10.00
05/01/24 08 Dispute Resolution Fund 15.00
05/01/24 16 Special Projects Fund 15.00
05/01/24 cb COST BILL .00
05/01/24 igf Indigent Guardianship Fund 30.00
05/01/24 10 Application for Appointment of Trustee .00
05/01/24 dl Copy of Driver's License of: .00
Maxwell, Patricia Ann
05/01/24 4.2 Fiduciary's Bond 270000.00 .00
RLI
05/01/24 poa Power of Attorney .00
05/01/24 bacb Bond Application for CBS Agency .00
05/01/24 e Bond Approval Entry MCD .00
05/01/24 11 Fiduciary's Acceptance .00
05/01/24 13 Entry Appointing Trustee, Letters of MCD 5.00
Authority
MAXWELL, PATRICIA A. (fidy)
05/01/24 misc Special Needs Trust for .00
Steven Michael McVay
05/01/24 Receipt 625322 113.00
05/01/24 Void Receipt 625322 113.00
05/01/24 adl Additional Letters of Authority 2.00
05/01/24 Receipt 625330 115.00
07/01/24 6ek eNotice to File Inventory 0078221 .00
08/06/24 l LETTER:Cover Letter. 08/01/2024 .00
08/06/24 6.0 Inventory .00 7.00
08/20/24 Receipt 630805 7.00
10/22/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/22/24 att Attachments .00
10/22/24 15bn Entry Authorizing Expenditure of Funds KAG 5.00
(Non-Custodial)
10/22/24 Receipt 634076 15.00
11/18/24 l LETTER:Cover Letter. 11/14/2024 .00
11/18/24 cpi Confidential Personal Identifiers .00
11/18/24 6a Amended Inventory 81644.13 7.00
11/19/24 Receipt 635473 7.00
01/23/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/02/25 13ek eNotice to File Account 0078221 .00
06/04/25 13n Application to Extend Time to File .00
Account
06/04/25 13o Entry Extending Time to File Account 07/01/2025 5.00
06/04/25 Receipt 645636 5.00
07/01/25 13n Application to Extend Time to File .00
Account
07/01/25 13o Entry Extending Time to File Account 08/04/2025 5.00
07/01/25 Receipt 647202 5.00
08/06/25 13a Fiduciary's Partial Account 01 22.00
08/06/25 13.1 Receipts and Disbursements .00
08/06/25 13.2 Assets Remaining in Fiduciary's Hands 73942.97 .00
08/06/25 Receipt 649030 22.00
08/06/25 1ca Application for Attorney Fees 10.00
-Derek Graham, Esq.
08/06/25 1cc Consent to Attorney Fees .00
-Patricia A. Maxwell
08/06/25 fs Fee Schedule .00
08/06/25 morf Magistrate's Order Regarding Fees 3017.62 .00
08/06/25 Receipt 649037 10.00
08/06/25 1cd Application for Trustee Fees 10.00
-Patricia A. Maxwell
08/06/25 1cc Consent to Trustee Fees .00
-Patricia A. Maxwell
08/06/25 fs Fee Schedule .00
08/06/25 Receipt 649038 10.00
08/06/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/06/25 15bn Entry Authorizing Expenditure of Funds 8000.00 5.00
(Non-Custodial) SNR
08/06/25 Receipt 649039 15.00
08/07/25 13e Entry Setting Hearing on Account .00
08/11/25 1cc Consent to Attorney Fees .00
-Steven Michael McVay
08/11/25 1c Consent to Trustee Fees .00
-Steven Michael McVay
08/19/25 fs Fee Schedule .00
(Calculation of Trustee Compensation)
09/11/25 morf Magistrate's Order Regarding Fees 3578.03 .00
TAS
09/11/25 1cd Application for Trustee Fees 10.00
-Patricia A. Maxwell
09/11/25 1c Consent .00
-Patricia A. Maxwell
09/11/25 fs Fee Schedule .00
09/11/25 Receipt 651082 10.00
09/17/25 13h Judgment Entry Approving Partial Account .00
07/07/26 13ek eNotice to File Account 0078221 .00
BALANCE DUE .00
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