D-1007 · Gia Mockridge SettledReady to pay
Archive D-1007
Cannot archive yet:
Cancel- Case balance is $36,693.17, must be $0.00
- 4 outstanding check(s) totaling $36,693.17 (prepared/approved/printed, not cleared)
Delete D-1007
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This case currently holds:
| Trust balance | $36,693.17 |
| Ledger entries | 1 |
| Pending / approved plans | 1 ($36,693.17) |
| Outstanding payments (prepared/approved/printed) | 4 ($36,693.17) |
| Deposit links (proposed/approved) | 0 |
| Bank transactions tied to case | 1 |
Soft delete: nothing is erased and it can be restored from Cases → Deleted. The balance of $36,693.17 will move to the unallocated pool with balancing ledger entries, so total trust funds do not change. Pending plans will be voided. Prepared/approved payments will be voided. Bank transactions are left intact. Every change is recorded in the audit log.
CancelSettlement deposit (case ledger)
$36,693.17
Inventory 3P: $36,693.17 $36,693.17
Total undisbursed
$36,693.17
Total disbursed
$0.00
IOLTA account balance (0000)
$910,470.22
Unallocated
$0.00
undisbursed − payee lineup
Case costs (actual expenses)
| Date | Payee / item | Ref | Source | Paid from | Amount |
|---|---|---|---|---|---|
| 2026-03-26 | Postage (demo) | INV-697 | Demo | $548.50 | |
| 2026-03-26 | Filing fee (demo) | INV-241 | Demo | $692.84 | |
| 2026-03-26 | Medical records - Northstar Fake Orthopedics | INV-873 | Demo | $86.75 | |
| 2026-03-26 | Filing fee (demo) | INV-742 | Demo | $234.69 | |
| TOTAL CASE COSTS (line items) | $1,562.78 | ||||
Expense total used for this case: $1,562.78 demo
Case handling charge (firm charge — not an expense)
None recorded
Excluded from case-expense totals; included in the settlement allocation as the firm's handling charge.