Prompt : 3. How to check if there is Surplus Funds

 You are a master of making worksheets which are useful in studying an online course on surplus funds recovery in the United States. 

Create a printable PDF worksheet (with icons, handwriting lines, and visuals) based on the text provided below. It should be 2-3 pages long, simple, clear, and visually appealing, with reflection and writing spaces. Include some graphics. 

Key Features: 📖 Professional header with icons and program attribution 🌟 Introduction section explaining the in-between space concept 💡 Key insights highlighting that you're not failing or behind ✍️ Handwriting lines for personal reflection throughout 🎨 The main exercise focused on the core question: 🛠️ Practical action checklist for using this pause as a workshop 🌱 Affirmation to support the journey 

Visual elements including color-coded sections, icons, and thoughtful design The worksheet is sized for standard letter paper (8.5" x 11") and designed to be printer-friendly. It's suitable for both high school students and adults, with clear prompts and ample writing space for deep reflection.

The title of the worksheet is 1. Intro to Surplus Funds in the US by Lynne's VA Training. Worksheet co-created with Claude Ai and Dennis Bayeng

"So, for you to check this surplus fund, we need the case history or the docket. We need to search this in the docket. For example, this is Summit County, Ohio.

Just make sure that your VPN is on. There. So, this is it.

Summit County, Ohio. Docket. Search.

There. There. This is it.

Summit County of Clerk. Or Clerk of Court. You can also search this case.

You can search there, okay? In the next video, you will see how to do it. Just what county you awarded. For example, Lucas County, Docket.

Search. Just what county you awarded. That's what you will search as docket.

What else? Montgomery County, Docket. Search. Or if it's another... Just what county you will search as docket.

As case, okay? You will see it again. For example, this is PA, Pennsylvania. So, what we need is Ohio.

This is Ohio. Or what county or state you awarded. That's what you will get, okay? So, hello.

So now, I will teach you how to search the surplus fund. If there is a surplus fund or not. So, when we are looking for a list, I taught you how to look for a list or make your own list.

So, make sure that your VPN is on when you search for a list. There. I will just turn it on.

And then, it needs to be in the USA. There. So, what we will do, right? We will go here.

We already put a surplus fund there, right? This is the sale date. Oh, why there is no sale date? Okay, when is this? Okay, let's do it again. I will just look for it, okay? April.

Maybe this is June. Month of June. Maybe the sale date is June 6. The sale date is not there.

Maybe it was just removed. So, I will put a sale date here. Sale date.

Probably, this is June 4, 105. 102. It's not.

Okay, let's get this. I didn't put a sale date. June 6, 2025.

And then, submit. Okay, there. Then, this is the address.

Let's copy it. Then, this. Enter.

There. So, what we will look for now is the surplus funds. How much is the surplus funds of these? So, the one we copied earlier.

There. I gave you a Google Sheet, right? Here. You can check it here on the docket.

So, let's go to the docket. So, make sure that your VPN is on. Here.

It needs to be on. It's working. So, here on the docket.

You can search there. What happened? Is there a surplus fund? Or nothing? So, everything in the column C. Everything is in the docket. Okay.

So, now. We will search. Where is it? Here, record search.

Then, let's go fast. It's civil. Search by civil case number.

It's different. So, here. We have.

CV 2024. 2024. 052102.

2102. There. So, let's search that.

That case. There. So, here it is.

There. The dependent is. Wait a minute.

Ah, this. This is heirs. It means.

We don't accept states or heirs. If it's heirs. For example.

This is the dependent. It means. This is the borrower.

Okay. Unknown heirs of Michael. Singfield Michael.

Okay. So, it means. Michael is dead.

Okay. His heirs. If it's like that.

It will take a long time. It's different. His attorney.

His lawyer. His lawyer is. Probate.

So, we don't accept. So, if it's heirs. If it's unknown heirs or state.

It's dead. We don't accept it. It means.

Even. This is the dependent. So, this one.

Let's look for. The former. Let's try this.

Let's go back to home. So, in your sheet. You can do this.

Note. For example. Note.

This is owner. Then. Let's check the others.

TB. 2022. 12.

41. 05. 12.

41. 05. So, there.

So, native. His dependent. Caldwell Paris.

It's like we already have. Dependent name. This one.

Okay. Control. There.

Now. Let's check his case. Here.

You can see it. In the docket motion. So, this one.

This is the new one. So, this one. It's been rechased.

126,000. On August 11. Now.

Let's check. Let's check. But this one.

Usually. The document we're looking for. Is the one with excess.

Excess proceeds. There. There.

Usually. This is what we looked for. Document.

Confirmation of sale. Usually. The confirmation of sale.

That's where you'll get. Surplus funds. So, this one.

So, this one. There. This one has surplus funds.

So, this is what you'll see at the end. So, first. The court.

Clerk of courts. This is what you'll pay. Second.

The fiscal. Fiscal office. Third.

Fourth. Fifth. Sixth.

Fiscal office again. Seventh. Plaintiff.

The plaintiff. Which is the one who filed the case. He's always the second to last.

Okay. This is what you'll pay to him. To the plaintiff.

And then. Always at the end. The.

Always at the end. The dependent. Okay.

So, how much is his surplus fund? This one. So, which is PASOK. PASOK is on our list.

This is his surplus fund. So, there. Oh, it's not here.

It's here. Caldwell Parish. PASOK is.

There. With surplus funds. With SF only.

Okay. With surplus funds. So, now.

What we'll do is. We'll see if Caldwell Parish has a debt. there is another debtor, Caldwell Farris or his property ok so to check that which I will teach in the other video but that's how you check just like this go to the docket and then enter the case number this there search by civil case number if you have a civil case just enter the civil case number 2023 02 0533 0533 then just search this is dependent this is deceased this is deceased so in your sheet in your google sheet you will not include the deceased ok so this is Caldwell Caldwell Farris that's what we will search but you can continue these third party debtors you can continue to copy and paste so you can get a lot so it's like that like that you can continue ok I will just get a third party debtor ok then you will check in the docket just check if there is surplus fund and if there is no claim in the case of Caldwell I will repeat I will go back there is no claim you can see that if there is a claim if there is a motion to release excess fund and the name is Caldwell 2022 12 41 this is the case of Caldwell go to the docket there is no claim there is no claim if there is a motion it means they did not get this their surplus fund they did not get always check the confirmation of sale in other county there is a confirmation of sale and distribution of surplus funds or excess proceeds there in this case there is no motion to release excess proceeds ok just search like that ..."