D-1003 · Cora Testwell SettledPlan blocked: unallocated
Archive D-1003
Cannot archive yet:
Cancel- 4 outstanding check(s) totaling $22,591.48 (prepared/approved/printed, not cleared)
Delete D-1003
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This case currently holds:
| Trust balance | $0.00 |
| Ledger entries | 5 |
| Pending / approved plans | 1 ($22,591.48) |
| Outstanding payments (prepared/approved/printed) | 4 ($22,591.48) |
| Deposit links (proposed/approved) | 0 |
| Bank transactions tied to case | 1 |
Soft delete: nothing is erased and it can be restored from Cases → Deleted. Pending plans will be voided. Prepared/approved payments will be voided; 4 printed check(s) stay as issued — void them with the bank separately. Bank transactions are left intact. Every change is recorded in the audit log.
CancelSettlement deposit (case ledger)
$22,591.48
Inventory 3P: $22,591.48 $22,591.48
Total undisbursed
$0.00
Total disbursed
$22,591.48
IOLTA account balance (0000)
$910,470.22
Unallocated
-$22,591.48
undisbursed − payee lineup
Unallocated -$22,591.48 — nothing can be marked ready to pay until this is $0.00.
Timeline
| Date | Event | Detail |
|---|---|---|
| check 2026-03-14 | Settlement | $22,591.48 |
| 2026-10-21 | Ledger | disbursement -$9,414.30 Check 5009 to Cora Testwell (demo) |
| 2026-10-21 | Ledger | disbursement -$9,036.59 Check 5010 to Demo Law Firm (fictional) (demo) |
| 2026-10-21 | Ledger | disbursement -$1,881.45 Check 5011 to Demo Law Firm (case costs) (demo) |
| 2026-10-21 | Ledger | disbursement -$2,259.14 Check 5012 to Maple Mock Hospital (fictional) (demo) |
| 2026-10-21 | Plan | #3 $22,591.48 approved |
| 2026-03-14 | Ledger | deposit $22,591.48 Settlement check (demo) |
| 2026-03-14 | Case cost | Medical records - Oakleaf Example Physical Therapy $627.17 |
| 2026-03-14 | Case cost | Medical records - Maple Mock Hospital $128.28 |
| 2026-03-14 | Case cost | Police report (demo) $848.97 |
| 2026-03-14 | Case cost | Police report (demo) $277.03 |