|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
12/24/80
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
.00
|
|
|
|
Authority
|
|
|
|
|
|
|
Armstrong, Helen J.
|
(fidy)
|
|
|
|
01/21/81
|
6.0
|
Inventory
|
4596.00
|
|
.00
|
|
07/06/89
|
4.2
|
Fiduciary's Bond
|
181000.00
|
|
.00
|
|
|
|
|
Aetna
|
|
|
|
02/21/95
|
13a
|
Fiduciary's Partial Account
|
10
|
|
.00
|
|
02/21/95
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/21/95
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
76347.89
|
|
.00
|
|
02/21/95
|
22n
|
Guardian's Report
|
|
|
.00
|
|
02/21/95
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
04/04/95
|
13h
|
Judgment Entry Approving Partial Account
|
10
|
|
.00
|
|
|
|
Armstrong, Helen J.
|
(fidy)
|
|
|
|
05/15/95
|
mcc
|
All Entries Filed Prior to April 1, 1994
|
|
|
.00
|
|
|
|
Should be Referenced From the Hard
|
|
|
|
|
|
|
Dockets
|
|
|
|
|
01/24/96
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
02/29/96
|
13m
|
Citation to file Account
|
sent to fidy
|
|
5.00
|
|
03/06/96
|
ci
|
PHYSICAL INVENTORY
|
|
|
.00
|
|
03/13/96
|
cs
|
Certified Mail Sent
|
H. Armstrong
|
|
3.00
|
|
03/13/96
|
cs
|
Certified Mail Sent
|
K. Moore
|
|
3.00
|
|
03/20/96
|
cr
|
Certified Mail Returned
|
K. Moore
|
|
.00
|
|
03/20/96
|
cr
|
Certified Mail Returned
|
H. Armstrong
|
|
.00
|
|
04/03/96
|
13a
|
Fiduciary's Partial Account
|
11
|
|
24.00
|
|
04/03/96
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
04/03/96
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
76369.47
|
|
.00
|
|
04/03/96
|
|
Receipt
|
045506
|
36.00
|
|
|
04/04/96
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
05/15/96
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
01/22/97
|
16k
|
Notice to file Biennial Report
|
0021978
|
|
1.00
|
|
03/04/97
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
03/13/97
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
03/13/97
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
03/13/97
|
13a
|
Fiduciary's Partial Account
|
12
|
|
24.00
|
|
|
|
2 extra pages
|
|
|
|
|
03/13/97
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/13/97
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
76631.44
|
|
.00
|
|
03/13/97
|
|
Receipt
|
066776
|
31.00
|
|
|
03/14/97
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/24/97
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
07/24/97
|
ci
|
PHYSICAL INVENTORY
|
|
|
.00
|
|
02/17/98
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
03/05/98
|
13a
|
Fiduciary's Partial Account
|
13
|
|
24.00
|
|
|
|
2 extra page
|
|
|
|
|
03/05/98
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/05/98
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
77252.00
|
|
.00
|
|
03/05/98
|
cc
|
Certified Copy
|
|
|
6.00
|
|
03/05/98
|
|
Receipt
|
089187
|
31.00
|
|
|
03/05/98
|
13r
|
Custodial Depository Verification
|
|
|
.00
|
|
|
|
acct 80091147314
|
6845.99
|
|
|
|
|
|
60091232834
|
15216.65
|
|
|
|
|
|
90094161496
|
21578.56
|
|
|
|
03/05/98
|
13r
|
acct 90094161461tory Verification
|
21578.56
|
|
.00
|
|
|
|
|
5th Third
|
|
|
|
|
|
as of2/27/98
|
|
|
|
|
03/06/98
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/16/98
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
06/25/98
|
ci
|
PHYSICAL INVENTORY
|
|
|
.00
|
|
02/02/99
|
13a
|
Fiduciary's Partial Account
|
14
|
|
26.00
|
|
|
|
4 extra pages
|
|
|
|
|
02/02/99
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/02/99
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
78235.57
|
|
.00
|
|
02/02/99
|
|
Receipt
|
109636
|
26.00
|
|
|
02/03/99
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
02/17/99
|
16k
|
Notice to file Biennial Report
|
0021978
|
|
1.00
|
|
03/16/99
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
04/14/99
|
14.a
|
Application to Extend Time to File
|
|
|
.00
|
|
|
|
Report
|
|
|
|
|
04/14/99
|
14.8
|
Entry Extending Time to File Report/
|
05/14/1999
|
|
5.00
|
|
|
|
Extending Hearing
|
|
|
|
|
04/14/99
|
|
Receipt
|
114612
|
6.00
|
|
|
05/10/99
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
05/10/99
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
05/10/99
|
cc
|
Certified Copy
|
|
|
1.00
|
|
05/10/99
|
|
Receipt
|
116299
|
6.00
|
|
|
01/04/00
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
02/03/00
|
13a
|
Fiduciary's Partial Account
|
15
|
|
24.00
|
|
|
|
2 extra pages
|
|
|
|
|
02/03/00
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/03/00
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
79735.62
|
|
.00
|
|
02/03/00
|
cc
|
Certified Copy
|
|
|
6.00
|
|
02/03/00
|
c
|
Copy
|
|
|
.60
|
|
02/03/00
|
|
Receipt
|
133437
|
31.60
|
|
|
02/04/00
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/16/00
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
06/05/00
|
ci
|
PHYSICAL INVENTORY
|
|
|
.00
|
|
01/10/01
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
02/08/01
|
13a
|
Fiduciary's Partial Account
|
16
|
|
22.00
|
|
02/08/01
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/08/01
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
226030.64
|
|
.00
|
|
02/08/01
|
1ae
|
Entry Increasing Bond
|
305000.00
|
|
5.00
|
|
|
|
|
Palm Miller
|
|
|
|
02/08/01
|
4.2
|
Fiduciary's Bond/Aetna Traverlers Ins
|
486000.00
|
|
.00
|
|
|
|
|
Palm Miller
|
|
|
|
|
|
|
S.Wade
|
|
|
|
02/08/01
|
|
Receipt
|
156761
|
28.00
|
|
|
02/09/01
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/05/01
|
e
|
Entry Correcting Balance of Bond
|
$377,000.00
|
|
.00
|
|
03/05/01
|
4.2
|
stat
|
377000.00
|
|
.00
|
|
|
|
|
xx
|
|
|
|
03/22/01
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
04/13/01
|
16k
|
Notice to file Biennial Report
|
0021978
|
|
1.00
|
|
05/01/01
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
05/01/01
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
05/01/01
|
|
Receipt
|
161961
|
6.00
|
|
|
05/01/01
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
05/01/01
|
15b
|
Entry Authorizing Expenditure of Funds
|
1920.96
|
|
5.00
|
|
|
|
federal & state tax, dental reimburse-
|
|
|
|
|
|
|
ment, bond, court costs
|
|
|
|
|
05/01/01
|
|
Receipt
|
161970
|
15.00
|
|
|
05/21/01
|
ci
|
PHYSICAL INVENTORY
|
|
|
.00
|
|
01/10/02
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
02/08/02
|
13a
|
Fiduciary's Partial Account
|
17
|
|
22.00
|
|
02/08/02
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/08/02
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
256286.07
|
|
.00
|
|
02/08/02
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
02/08/02
|
15b
|
Entry Authorizing Expenditure of Funds
|
|
|
5.00
|
|
|
|
Helen Armstrong
|
3500.00
|
|
|
|
02/08/02
|
cc
|
Certified Copy
|
|
|
1.00
|
|
02/08/02
|
cc
|
Certified Copy
|
|
|
6.00
|
|
02/08/02
|
|
Receipt
|
178257
|
45.00
|
|
|
02/11/02
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/25/02
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
06/06/02
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
06/06/02
|
15b
|
Entry Authorizing Expenditure of Funds
|
120.00
|
|
5.00
|
|
|
|
hearing test & for maintenance &
|
1400.00
|
|
|
|
|
|
support for ward
|
|
|
|
|
06/06/02
|
cc
|
Certified Copy
|
|
|
1.00
|
|
06/06/02
|
|
Receipt
|
185530
|
16.00
|
|
|
06/06/02
|
app
|
Application to Pay $200.00 Deposit
|
|
|
.00
|
|
|
|
to Gdn - Helen Armstrong
|
|
|
|
|
06/06/02
|
e
|
Entry - Order to Pay Deposit to Gdn-
|
|
|
.00
|
|
|
|
Helen J. Armstrong
|
|
|
|
|
01/13/03
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
02/11/03
|
13a
|
Fiduciary's Partial Account
|
17
|
|
22.00
|
|
02/11/03
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/11/03
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
234123.00
|
|
.00
|
|
02/11/03
|
ex
|
Extra Pages
|
|
|
2.00
|
|
02/11/03
|
1ae
|
Entry Increasing Bond
|
22000.00
|
|
5.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
02/11/03
|
4.2
|
Fiduciary's Bond/Travelers Casualty And
|
399000.00
|
|
.00
|
|
|
|
Surety Co
|
Palmer/Mille
|
|
|
|
|
|
Patricia A Bailey
|
|
|
|
|
02/11/03
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
02/11/03
|
15b
|
Entry Authorizing Expenditure of Funds
|
|
|
5.00
|
|
02/11/03
|
cc
|
Certified Copy
|
|
|
9.00
|
|
02/11/03
|
|
Receipt
|
199818
|
54.00
|
|
|
02/12/03
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/04/03
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
03/04/03
|
15b
|
Entry Authorizing Expenditure of Funds
|
10000.00
|
|
5.00
|
|
|
|
not to exceed this amt to pay bond,
|
|
|
|
|
|
|
reimbursement on eye exam & glasses &
|
|
|
|
|
|
|
trip to Hawaii
|
|
|
|
|
03/04/03
|
cc
|
Certified Copy
|
|
|
1.00
|
|
03/04/03
|
|
Receipt
|
201013
|
16.00
|
|
|
03/12/03
|
ci
|
PHYSICAL INVENTORY - 2002
|
|
|
.00
|
|
03/26/03
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
04/02/03
|
16k
|
Notice to file Biennial Report
|
0021978
|
|
1.00
|
|
06/05/03
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
06/05/03
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
06/05/03
|
17.1d
|
Application to Dispense with Subsequent
|
|
|
.00
|
|
|
|
Statements of Expert Evaluation
|
|
|
|
|
06/05/03
|
17.1e
|
Entry Dispensing with the Filing of
|
|
|
5.00
|
|
|
|
Subsequent Statements of Expert
|
|
|
|
|
|
|
Evaluation
|
|
|
|
|
06/05/03
|
|
Receipt
|
206600
|
11.00
|
|
|
01/13/04
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
01/29/04
|
ci
|
PHYSICAL INVENTORY 2003
|
|
|
.00
|
|
02/09/04
|
13r
|
Custodial Depository Verification
|
5/3 Bank
|
|
.00
|
|
|
|
60091232834
|
18450.15
|
|
|
|
|
|
as of 12-29-03
|
|
|
|
|
02/09/04
|
13r
|
Custodial Depository Verification
|
5/3 Bank
|
|
.00
|
|
|
|
60091013068
|
30308.50
|
|
|
|
|
|
as of 12-31-03
|
|
|
|
|
02/09/04
|
13r
|
Custodial Depository Verification
|
5/3/ Bank
|
|
.00
|
|
|
|
0060091013113
|
30308.50
|
|
|
|
|
|
as of 12-31-03
|
|
|
|
|
02/09/04
|
13r
|
Custodial Depository Verification
|
5/3 Bank
|
|
.00
|
|
|
|
0080091147314
|
9035.90
|
|
|
|
|
|
as of 12-31-03
|
|
|
|
|
02/11/04
|
13o
|
STAT ONLY
|
03/01/2004
|
|
.00
|
|
03/15/04
|
13m
|
Citation to file Account
|
sent to fidy
|
|
5.00
|
|
03/18/04
|
cs
|
Certified Mail Sent
|
|
|
4.50
|
|
|
|
- Helen J Armstrong
|
357588
|
|
|
|
03/18/04
|
cs
|
Certified Mail Sent
|
|
|
4.50
|
|
|
|
- Karen M Moore
|
357595
|
|
|
|
03/23/04
|
cr
|
Certified Mail Returned
|
|
|
.00
|
|
|
|
- Karen M Moore
|
357595
|
|
|
|
|
|
- Helen J Armstrong
|
357588
|
|
|
|
03/26/04
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
03/26/04
|
15b
|
Entry Authorizing Expenditure of Funds
|
|
|
5.00
|
|
03/26/04
|
1ae
|
Entry Increasing Bond
|
46000.00
|
|
5.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
03/26/04
|
4.2
|
Fiduciary's Bond/Travelers Casualty &
|
445000.00
|
|
.00
|
|
|
|
Surety Co
|
Palmer/Mille
|
|
|
|
|
|
|
Pat Bailey
|
|
|
|
03/26/04
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
03/26/04
|
13a
|
Fiduciary's Partial Account
|
18
|
|
22.00
|
|
03/26/04
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/26/04
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
256521.98
|
|
.00
|
|
03/26/04
|
ex
|
Extra Pages
|
|
|
6.00
|
|
03/26/04
|
c
|
Copy
|
|
|
.55
|
|
03/26/04
|
|
Receipt
|
223290
|
63.55
|
|
|
03/29/04
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
05/10/04
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
06/01/04
|
16a
|
Application to Deposit Assets in Lieu of
|
|
|
.00
|
|
|
|
Bond
|
|
|
|
|
06/01/04
|
16b
|
Entry Ordering Deposit of Assets In Lieu
|
|
|
5.00
|
|
|
|
of Bond
|
|
|
|
|
|
|
0060091013068
|
30422.02
|
|
|
|
|
|
0060091232834
|
18450.15
|
|
|
|
06/01/04
|
ex
|
00600910013113
|
30422.02+int
|
|
.00
|
|
|
|
from Fifth Third Bank to HNB
|
|
|
|
|
06/01/04
|
cc
|
Certified Copy
|
|
|
6.00
|
|
06/01/04
|
|
Receipt
|
227119
|
11.00
|
|
|
06/14/04
|
16c
|
Verification of Receipt or Deposit
|
HNB
|
|
.00
|
|
|
|
07894396075
|
59360.50
|
|
|
|
06/14/04
|
16c
|
Verification of Receipt or Deposit
|
HNB
|
|
.00
|
|
|
|
07894396091
|
20000.00
|
|
|
|
08/12/04
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
08/12/04
|
15b
|
Entry Authorizing Expenditure of Funds
|
517.67
|
|
5.00
|
|
08/12/04
|
|
Receipt
|
231313
|
15.00
|
|
|
03/01/05
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
04/07/05
|
13m
|
Citation to file Account
|
sent to fidy
|
|
5.00
|
|
04/07/05
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.00
|
|
|
|
- Helen J Armstrong
|
09337560
|
|
|
|
04/07/05
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.00
|
|
|
|
- Karen M Moore
|
09337553
|
|
|
|
04/11/05
|
13a
|
Fiduciary's Partial Account
|
19
|
|
22.00
|
|
04/11/05
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
04/11/05
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
320132.57
|
|
.00
|
|
04/11/05
|
ex
|
Extra Pages
|
|
|
2.00
|
|
04/11/05
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
04/11/05
|
15b
|
Entry Authorizing Expenditure of Funds
|
300.00
|
|
5.00
|
|
|
|
|
1200.00
|
|
|
|
|
|
CD 0080091147314
|
9163.34
|
|
|
|
|
|
and court costs
|
54.00
|
|
|
|
04/11/05
|
cc
|
Certified Copy
|
|
|
1.00
|
|
04/11/05
|
|
Receipt
|
244768
|
54.00
|
|
|
04/12/05
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/14/05
|
13r
|
Custodial Depository Verification
|
20140.87
|
|
.00
|
|
|
|
07894396091
|
20140.87
|
|
|
|
|
|
as of 12-31-04
|
|
|
|
|
04/14/05
|
13r
|
Custodial Depository Verification
|
59868.39
|
|
.00
|
|
|
|
07894396075
|
HNB
|
|
|
|
|
|
as of 12-31-04
|
|
|
|
|
04/19/05
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
- Helen J Armstrong
|
09337560
|
|
|
|
04/19/05
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
- Karen M Moore
|
09337553
|
|
|
|
05/09/05
|
16k
|
Notice to file Biennial Report
|
0021978
|
|
1.00
|
|
05/23/05
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
05/23/05
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
05/23/05
|
|
Receipt
|
247171
|
6.00
|
|
|
05/23/05
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
05/26/05
|
ci
|
PHYSICAL INVENTORY 2005
|
|
|
.00
|
|
01/03/06
|
13r
|
Custodial Year End Report
|
5/3
|
|
.00
|
|
|
|
acct #0080091147314
|
9108.76
|
|
|
|
01/03/06
|
13r
|
Custodial Year End Report
|
5/3
|
|
.00
|
|
|
|
acct #0080091147314
|
0.00
|
|
|
|
01/24/06
|
l
|
LETTER:
|
copy
|
|
.00
|
|
|
|
to Helen Armstrong
|
|
|
|
|
|
|
from Kelly Patton
|
|
|
|
|
03/14/06
|
13k
|
Notice to file Account
|
0021978
|
|
1.00
|
|
04/10/06
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
04/10/06
|
15b
|
Entry Authorizing Expenditure of Funds
|
|
|
5.00
|
|
04/10/06
|
13a
|
Fiduciary's Partial Account
|
20
|
|
22.00
|
|
04/10/06
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
04/10/06
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
331653.87
|
|
.00
|
|
04/10/06
|
ex
|
Extra Pages
|
|
|
2.00
|
|
04/10/06
|
cc
|
Certified Copy
|
|
|
6.00
|
|
04/10/06
|
|
Receipt
|
266244
|
46.00
|
|
|
04/11/06
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/21/06
|
13r
|
Custodial Year End Report
|
HNB
|
|
.00
|
|
|
|
acct #07894396075
|
|
|
|
|
|
|
balance as of 12/31/2005
|
61431.64
|
|
|
|
05/22/06
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
05/25/06
|
17.8f
|
Follow-up Investigator's Report
|
J Haller
|
|
.00
|
|
02/13/07
|
ci
|
PHYSICAL INVENTORY 2007
|
|
|
.00
|
|
03/12/07
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
03/12/07
|
15b
|
Entry Authorizing Expenditure of Funds
|
1113.00
|
|
5.00
|
|
|
|
|
7000.00
|
|
|
|
03/12/07
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
03/12/07
|
15b
|
Entry Authorizing Expenditure of Funds
|
|
|
5.00
|
|
|
|
Increase monthly check to guardian
|
|
|
|
|
|
|
to $ 2,000.00
|
|
|
|
|
03/12/07
|
13a
|
Fiduciary's Partial Account
|
21
|
|
22.00
|
|
03/12/07
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/12/07
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
371707.60
|
|
.00
|
|
03/12/07
|
ex
|
Extra Pages
|
|
|
2.00
|
|
03/12/07
|
|
Receipt
|
285120
|
54.00
|
|
|
03/13/07
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/09/07
|
13r
|
Custodial Year End Report - 2006
|
Huntington
|
|
.00
|
|
|
|
acct #07894396091
|
21672.76
|
|
|
|
04/09/07
|
13r
|
Custodial Year End Report - 2006
|
Huntington
|
|
.00
|
|
|
|
acct #07894396075
|
63923.51
|
|
|
|
04/23/07
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
04/24/07
|
16k
|
Notice to file Biennial Report
|
0021978
|
|
1.00
|
|
05/17/07
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
05/17/07
|
|
Receipt
|
289105
|
6.00
|
|
|
05/18/07
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
10/23/07
|
otn
|
Guardian's Annual Report Initial
|
|
|
.00
|
|
|
|
Courtesy Letter
|
|
|
|
|
10/23/07
|
otn
|
Guardian's Annual Report Initial
|
|
|
.00
|
|
|
|
Courtesy Letter
|
|
|
|
|
02/14/08
|
13k
|
Notice to File Account
|
0021978
|
|
1.00
|
|
03/18/08
|
13m
|
Citation to File Account
|
sent to fidy
|
|
5.00
|
|
03/18/08
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
03/18/08
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.50
|
|
|
|
Helen J Armstrong
|
89257
|
|
|
|
|
|
Acct
|
|
|
|
|
03/18/08
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.50
|
|
|
|
Karen M Moore
|
89264
|
|
|
|
|
|
Acct
|
|
|
|
|
03/21/08
|
13a
|
Fiduciary's Partial Account
|
22
|
|
22.00
|
|
03/21/08
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/21/08
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
390985.52
|
|
.00
|
|
03/21/08
|
ex
|
Extra Pages
|
|
|
3.00
|
|
03/21/08
|
1ae
|
Entry Increasing Bond
|
219000.00
|
|
5.00
|
|
|
|
|
Travelers
|
|
|
|
|
|
|
PMN
|
|
|
|
03/21/08
|
4.2
|
Fiduciary's Bond
|
664000.00
|
|
.00
|
|
|
|
|
Travelers
|
|
|
|
|
|
|
PMN
|
|
|
|
|
|
|
R Prater
|
|
|
|
03/21/08
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
03/21/08
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
03/21/08
|
15b
|
Entry Authorizing Expenditure of Funds
|
1662.50
|
|
5.00
|
|
|
|
Bond premium
|
|
|
|
|
03/21/08
|
|
Receipt
|
305928
|
60.00
|
|
|
03/24/08
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/24/08
|
13r
|
Custodial Year End Report -2007
|
HUNTINGTON
|
|
.00
|
|
|
|
Acct. # 6075 (Certificate of deposit)
|
$67,708.83
|
|
|
|
03/24/08
|
evcr
|
e-Virtual Service Returned
|
89264
|
|
.00
|
|
|
|
- KAREN M MOORE
|
|
|
|
|
|
|
- Account
|
|
|
|
|
|
|
03/20/2008
|
|
|
|
|
03/31/08
|
evcr
|
e-Virtual Service Returned
|
89257
|
|
.00
|
|
|
|
- HELEN J ARMSTRONG
|
|
|
|
|
|
|
- Account
|
|
|
|
|
|
|
03/27/2008
|
|
|
|
|
04/22/08
|
16k
|
Notice to File
|
0021978
|
|
1.00
|
|
05/05/08
|
13h
|
Judgment entry approving partial account
|
|
|
.00
|
|
05/15/08
|
13r
|
Custodial Year End Report -2007
|
HUNTINGTON
|
|
.00
|
|
|
|
Acct. # 6091 (Certificate of deposit)
|
$22,604.61
|
|
|
|
06/27/08
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
06/27/08
|
|
Receipt
|
311767
|
6.00
|
|
|
06/30/08
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
07/01/08
|
13r
|
Custodial Year End Report -2008
|
HUNTINGTON
|
|
.00
|
|
|
|
Acct. # 6091 (CERTIFICATE OF DEPOSIT)
|
CLOSED -0-
|
|
|
|
|
|
(Balance $23,103.75 trasnferred to
|
|
|
|
|
|
|
new CD # 3086)
|
|
|
|
|
07/01/08
|
13r
|
Custodial Year End Report -2008
|
HUNTINGTON
|
|
.00
|
|
|
|
Acct. # 6075 (Certificate of Deposit)
|
CLOSED -0-
|
|
|
|
|
|
(BALANCE $70,189.47 transferred to
|
|
|
|
|
|
|
new CD# 3086)
|
|
|
|
|
07/01/08
|
16c
|
Verification of Receipt or Deposit
|
HUNTINGTON
|
|
.00
|
|
|
|
Acct. # 3086 (Certificate of Deposit)
|
$93,293.22
|
|
|
|
|
|
(Funds transferred from closed CD'S
|
|
|
|
|
|
|
#6075-$70,189.47 & # 6091-$23,103.75)
|
|
|
|
|
02/20/09
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2009
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
02/24/09
|
13k
|
Notice to File Account
|
0021978
|
|
1.00
|
|
03/13/09
|
13a
|
Fiduciary's Partial Account
|
23
|
|
22.00
|
|
03/13/09
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
03/13/09
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
232524.78
|
|
.00
|
|
03/13/09
|
ex
|
Extra Pages
|
|
|
2.00
|
|
03/13/09
|
|
Receipt
|
326617
|
25.00
|
|
|
03/16/09
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
04/27/09
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
05/05/09
|
02
|
Forms
|
|
|
10.00
|
|
05/05/09
|
gtd
|
Guardianship Training Disk
|
|
|
1.00
|
|
05/05/09
|
gi
|
Guardianship Investigator's Expense
|
|
|
75.00
|
|
05/05/09
|
cb
|
COST BILL
|
|
|
.00
|
|
05/05/09
|
11a
|
Resignation of Fiduciary
|
|
|
5.00
|
|
|
|
Heleln Armstrong
|
|
|
|
|
05/05/09
|
e
|
Entry
|
|
|
5.00
|
|
|
|
Upon Successor appointment and filing
|
|
|
|
|
|
|
of final account on 07/06/2009
|
|
|
|
|
05/05/09
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
05/05/09
|
17.0
|
Application for Appointment of Guardian
|
Co-APp
|
|
.00
|
|
05/05/09
|
ge
|
Entry Setting Hearing
|
06/05/2009
|
|
.00
|
|
|
|
|
1:30 pm
|
|
|
|
05/05/09
|
15.0
|
Next of Kin
|
|
|
.00
|
|
05/05/09
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
Helen Armstrong
|
|
|
|
|
05/05/09
|
15.2
|
Guardians Acceptance
|
|
|
.00
|
|
05/05/09
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
05/05/09
|
15.4
|
Guardians Credibility Application
|
|
|
.00
|
|
05/05/09
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
Sara Dale
|
|
|
|
|
05/05/09
|
17ca
|
Change of Address Information for
|
|
|
.00
|
|
|
|
Guardianships
|
|
|
|
|
05/05/09
|
fw
|
BCI&I Fingerprint Waiver
|
|
|
.00
|
|
05/05/09
|
|
Receipt
|
329719
|
116.00
|
|
|
06/01/09
|
16ek
|
eNotice to File
|
0021978
|
|
.00
|
|
06/01/09
|
wc
|
- John Dale
|
|
|
22.00
|
|
|
|
WebCheck Fingerprinting
|
|
|
|
|
06/01/09
|
wc
|
- Sara Dale
|
|
|
22.00
|
|
|
|
WebCheck Fingerprinting
|
|
|
|
|
06/01/09
|
|
Receipt
|
331120
|
44.00
|
|
|
06/01/09
|
dl
|
Copy of Driver's License of:
|
|
|
.00
|
|
|
|
John A. Dale
|
|
|
|
|
|
|
Sara A. Dale
|
|
|
|
|
06/03/09
|
fn
|
Fingerprint Return No Hit
|
|
|
.00
|
|
|
|
John A. Dale
|
|
|
|
|
06/03/09
|
fn
|
Fingerprint Return No Hit
|
|
|
.00
|
|
|
|
Sara A. Dale
|
|
|
|
|
06/05/09
|
17.8
|
Investigator's Report
|
K Dunham
|
|
.00
|
|
06/05/09
|
16.4
|
Notice to Prospective Ward of
|
|
|
.00
|
|
|
|
Application and Hearing.
|
|
|
|
|
06/05/09
|
16.5
|
Court Investigator Record of Service
|
K Dunham
|
|
.00
|
|
06/05/09
|
aos
|
Affidavit of Service
|
|
|
.00
|
|
06/05/09
|
cb
|
COST BILL
|
|
|
.00
|
|
06/05/09
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
06/05/09
|
adl
|
Additional Letters of Authority
|
|
|
4.00
|
|
06/05/09
|
17d
|
Magistrate's Decision
|
Giorgione
|
|
.00
|
|
|
|
John A. Dale & Sara A. Dale are
|
|
|
|
|
|
|
appointed successor co-guardians of the
|
|
|
|
|
|
|
person & estate, bond is 524000.00
|
|
|
|
|
06/05/09
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
06/05/09
|
17c
|
Findings of Fact
|
|
|
.00
|
|
06/05/09
|
17n
|
Entry Approving Magistrate's Decision
|
|
|
5.00
|
|
06/05/09
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
p/s to applicant, atty for applicant
|
|
|
|
|
|
|
mail to ward, Helen Armstrong
|
|
|
|
|
06/05/09
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
5.00
|
|
|
|
Authority
|
|
|
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/05/09
|
15.9
|
Oath of Guardian
|
|
|
.00
|
|
06/05/09
|
15.9
|
Oath of Guardian
|
|
|
.00
|
|
06/05/09
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
06/05/09
|
4.2
|
Fiduciary's Bond/Ohio Casualty Ins Co
|
524000.00
|
|
.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
|
|
|
R Prater
|
|
|
|
06/05/09
|
att
|
Attachments
|
|
|
.00
|
|
|
|
creditability & signature pages
|
|
|
|
|
06/05/09
|
|
Receipt
|
331491
|
44.00
|
|
|
06/05/09
|
cos
|
Certificate of Service
|
|
|
.00
|
|
06/05/09
|
dr
|
Digital Record of Hearing
|
EEG
|
|
.00
|
|
|
|
06/05/2009 22-E
|
|
|
|
|
|
|
Time: 2:00:49 p.m.-2:19:29 p.m.
|
|
|
|
|
07/07/09
|
13ek
|
eNotice to File Account
|
0021978
|
|
.00
|
|
07/24/09
|
13.0
|
Fiduciary's Final Account
|
24
|
|
22.00
|
|
|
|
ARMSTRONG, HELEN J.
|
(fidy)
|
|
|
|
07/24/09
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/24/09
|
ex
|
Extra Pages
|
|
|
1.00
|
|
07/24/09
|
|
Receipt
|
334351
|
23.00
|
|
|
07/27/09
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
09/08/09
|
13i
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
12/11/09
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
12/11/09
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
12/11/09
|
cc
|
Certified Copy
|
|
|
1.00
|
|
12/11/09
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
12/11/09
|
15b
|
Entry Authorizing Expenditure of Funds
|
|
|
5.00
|
|
12/11/09
|
|
Receipt
|
342379
|
21.00
|
|
|
01/26/10
|
1ca
|
Application for Attorney Fees
|
|
|
5.00
|
|
01/26/10
|
fs
|
Fee Schedule
|
|
|
.00
|
|
01/26/10
|
1cb
|
Entry Approving Attorney Fees
|
|
|
5.00
|
|
|
|
Porter Wright Morris & Arthur
|
3981.25
|
|
|
|
|
|
|
167.92
|
|
|
|
01/26/10
|
|
Receipt
|
344775
|
10.00
|
|
|
04/06/10
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2010
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
05/06/10
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
05/10/10
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
06/17/10
|
13a
|
Fiduciary's Partial Account
|
1
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/17/10
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/17/10
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
243465.87
|
|
.00
|
|
06/17/10
|
ex
|
Extra Pages
|
|
|
3.00
|
|
06/17/10
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
06/17/10
|
|
Receipt
|
353599
|
27.00
|
|
|
06/18/10
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/23/10
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
07/28/10
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
07/28/10
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.50
|
|
|
|
- JOHN A DALE
|
266566
|
|
|
|
|
|
- Annual Report
|
|
|
|
|
07/28/10
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.50
|
|
|
|
- C ANDREW IRETON JR
|
266573
|
|
|
|
|
|
- Annual Report
|
|
|
|
|
07/28/10
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.50
|
|
|
|
- SARA A DALE
|
266580
|
|
|
|
|
|
- Annual Report
|
|
|
|
|
07/29/10
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
08/02/10
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
08/02/10
|
|
Receipt
|
356313
|
23.50
|
|
|
08/04/10
|
evcr
|
e-Virtual Service Returned
|
266566
|
|
.00
|
|
|
|
- JOHN A DALE
|
|
|
|
|
|
|
- Guardian Report
|
|
|
|
|
|
|
07/30/2010
|
|
|
|
|
08/04/10
|
evcr
|
e-Virtual Service Returned
|
266573
|
|
.00
|
|
|
|
- C ANDREW IRETON JR
|
|
|
|
|
|
|
- Guardian Report
|
|
|
|
|
|
|
07/30/2010
|
|
|
|
|
08/04/10
|
evcr
|
e-Virtual Service Returned
|
266580
|
|
.00
|
|
|
|
- SARA A DALE
|
|
|
|
|
|
|
- Guardian Report
|
|
|
|
|
|
|
07/30/2010
|
|
|
|
|
08/05/10
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
09/02/10
|
13r
|
Custodial Year End Report 2008
|
HNB
|
|
.00
|
|
|
|
|
94915.74
|
|
|
|
09/02/10
|
13x
|
Custodial Year End Report 2009
|
HNB
|
|
.00
|
|
|
|
|
0.00
|
|
|
|
01/31/11
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2011
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
03/02/11
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
03/02/11
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
|
|
Invitations, Brookside Country Club,
|
|
|
|
|
|
|
Zoo, Entertainment
|
4450.00
|
|
|
|
03/02/11
|
att
|
Attachments
|
|
|
.00
|
|
03/02/11
|
cc
|
Certified Copy
|
|
|
1.00
|
|
03/02/11
|
|
Receipt
|
368606
|
6.00
|
|
|
05/18/11
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
06/23/11
|
1ae
|
Entry Increasing Bond
|
212000.00
|
|
5.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
06/23/11
|
4.2
|
Fiduciary's Bond/Ohio Casualty Ins Co
|
736000.00
|
|
.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
|
|
|
R Prater
|
|
|
|
06/23/11
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
06/23/11
|
13a
|
Fiduciary's Partial Account
|
02
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/23/11
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/23/11
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
367545.75
|
|
.00
|
|
06/23/11
|
ex
|
Extra Pages
|
|
|
1.00
|
|
06/23/11
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/23/11
|
15a
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds
|
|
|
|
|
06/23/11
|
15b
|
Entry Authorizing Expenditure of Funds
|
4000.00
|
|
5.00
|
|
|
|
Hawaii trip
|
|
|
|
|
06/23/11
|
att
|
Attachments
|
|
|
.00
|
|
06/23/11
|
cc
|
Certified Copy
|
|
|
1.00
|
|
06/23/11
|
|
Receipt
|
375541
|
50.00
|
|
|
06/24/11
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
06/27/11
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/04/11
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
05/29/12
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
05/29/12
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
06/22/12
|
1cd
|
Application for Fiduciary Fees
|
|
|
5.00
|
|
06/22/12
|
1ce
|
Entry Approving Fiduciary Fees
|
|
|
5.00
|
|
|
|
Sara and John Dale
|
|
|
|
|
06/22/12
|
fs
|
Fee Schedule
|
|
|
.00
|
|
06/22/12
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/22/12
|
13a
|
Fiduciary's Partial Account
|
03
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/22/12
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/22/12
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
331410.67
|
|
.00
|
|
06/22/12
|
ex
|
Extra Pages
|
|
|
1.00
|
|
06/22/12
|
|
Receipt
|
397009
|
40.00
|
|
|
06/25/12
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
08/06/12
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
09/17/12
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2012
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
12/13/12
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
12/13/12
|
15bn
|
Entry Authorizing Expenditure of Funds
|
2500.00
|
|
5.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
12/13/12
|
att
|
Attachments
|
|
|
.00
|
|
12/13/12
|
cc
|
Certified Copy
|
|
|
1.00
|
|
12/13/12
|
|
Receipt
|
406779
|
16.00
|
|
|
05/29/13
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
05/29/13
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
06/28/13
|
1ae
|
Entry Increasing Bond
|
10000.00
|
|
5.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
06/28/13
|
4.2
|
Fiduciary's Bond/Ohio Casualty Ins Co
|
746000.00
|
|
.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
|
|
|
R Prater
|
|
|
|
06/28/13
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
06/28/13
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/28/13
|
1cd
|
Application for Fiduciary Fees
|
|
|
5.00
|
|
06/28/13
|
1ce
|
Entry Approving Fiduciary Fees
|
2618.70
|
|
5.00
|
|
|
|
John A. Dale & Sara A. Dale
|
|
|
|
|
06/28/13
|
fs
|
Fee Schedule
|
|
|
.00
|
|
06/28/13
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
06/28/13
|
15bn
|
Entry Authorizing Expenditure of Funds
|
750.00
|
|
5.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
06/28/13
|
13a
|
Fiduciary's Partial Account
|
04
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/28/13
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/28/13
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
373265.10
|
|
.00
|
|
06/28/13
|
ex
|
Extra Pages
|
|
|
1.00
|
|
06/28/13
|
|
Receipt
|
417881
|
60.00
|
|
|
07/01/13
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
08/12/13
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
08/16/13
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
09/03/13
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
09/03/13
|
15bn
|
Entry Authorizing Expenditure of Funds
|
3500.00
|
|
5.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
09/03/13
|
att
|
Attachments
|
|
|
.00
|
|
09/03/13
|
|
Receipt
|
421608
|
15.00
|
|
|
09/03/13
|
l
|
LETTER: from Allison Vivo
|
|
|
.00
|
|
06/02/14
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
06/02/14
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
07/08/14
|
13m
|
Citation to File Account
|
sent to fidy
|
|
5.00
|
|
07/08/14
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
07/08/14
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.20
|
|
|
|
- JOHN A DALE
|
537321
|
|
|
|
|
|
- Account
|
|
|
|
|
07/08/14
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.20
|
|
|
|
- C ANDREW IRETON JR
|
537338
|
|
|
|
|
|
- Account
|
|
|
|
|
07/08/14
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.20
|
|
|
|
- SARA A DALE
|
537345
|
|
|
|
|
|
- Account
|
|
|
|
|
07/15/14
|
1ae
|
Entry Increasing Bond
|
55000.00
|
|
5.00
|
|
|
|
|
Palm Miller
|
|
|
|
07/15/14
|
4.2
|
Fiduciary's Bond/Ohio Casualty Ins Co
|
801000.00
|
|
.00
|
|
|
|
|
Palm Miller
|
|
|
|
|
|
|
R Prater
|
|
|
|
07/15/14
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
07/15/14
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/15/14
|
13a
|
Fiduciary's Partial Account
|
05
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/15/14
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/15/14
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
400390.09
|
|
.00
|
|
07/15/14
|
ex
|
Extra Pages
|
|
|
1.00
|
|
07/15/14
|
|
Receipt
|
438681
|
55.60
|
|
|
07/16/14
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/23/14
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/07/14
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2014
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/26/14
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
01/12/15
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
01/12/15
|
15d
|
Entry Authorizing Release of Funds
|
2000.00
|
|
5.00
|
|
|
|
|
per month
|
|
|
|
01/12/15
|
att
|
Attachments
|
|
|
.00
|
|
01/12/15
|
cc
|
Certified Copy
|
|
|
1.00
|
|
01/12/15
|
|
Receipt
|
448150
|
6.00
|
|
|
05/06/15
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2015
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
06/16/15
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
06/16/15
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
07/01/15
|
1ae
|
Entry Increasing Bond
|
67000.00
|
|
5.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
07/01/15
|
4.2
|
Fiduciary's Bond/Ohio Casualty Ins Co.
|
868000.00
|
|
.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
|
|
|
R Prater
|
|
|
|
07/01/15
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
07/01/15
|
13a
|
Fiduciary's Partial Account
|
06
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/01/15
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/01/15
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
421811.86
|
|
.00
|
|
07/01/15
|
ex
|
Extra Pages
|
|
|
2.00
|
|
07/01/15
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/01/15
|
|
Receipt
|
457984
|
36.00
|
|
|
07/02/15
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/08/15
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/13/15
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
02/23/16
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2016
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
06/02/16
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
06/02/16
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
07/07/16
|
13m
|
Citation to File Account
|
sent to fidy
|
|
5.00
|
|
07/07/16
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
07/07/16
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.35
|
|
|
|
John A Dale
|
038798
|
|
|
|
07/07/16
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.35
|
|
|
|
C Andrew Ireton Jr
|
038804
|
|
|
|
07/07/16
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.35
|
|
|
|
Sara A Dale
|
038811
|
|
|
|
07/19/16
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
CAI
|
038804
|
|
|
|
07/19/16
|
1ae
|
Entry Increasing Bond
|
68000.00
|
|
5.00
|
|
|
|
|
PAL-MILLER
|
|
|
|
07/19/16
|
4.2
|
Fiduciary's Bond/Ohio Casualty Ins Co
|
936000.00
|
|
.00
|
|
|
|
|
PAL-MILLER
|
|
|
|
|
|
|
R Prate
|
|
|
|
07/19/16
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
07/19/16
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/19/16
|
13a
|
Fiduciary's Partial Account
|
07
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/19/16
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/19/16
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
467664.35
|
|
.00
|
|
07/19/16
|
|
Receipt
|
479354
|
55.05
|
|
|
07/20/16
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
08/10/16
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/30/16
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
05/09/17
|
ci
|
ANNUAL PHYSICAL/ELECTONIC - 2017
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
06/20/17
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
06/20/17
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
07/14/17
|
1ae
|
Entry Increasing Bond
|
51000.00
|
|
5.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
07/14/17
|
4.2
|
Fiduciary's Bond/Ohio Casualty Ins Co
|
987000.00
|
|
.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
|
|
|
R Prater
|
|
|
|
07/14/17
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
07/14/17
|
13a
|
Fiduciary's Partial Account
|
08
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/14/17
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/14/17
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
493455.20
|
|
.00
|
|
07/14/17
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
07/14/17
|
|
Receipt
|
499579
|
34.00
|
|
|
07/17/17
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/19/17
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/28/17
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
04/05/18
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2018
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
06/19/18
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
06/19/18
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
06/25/18
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
06/25/18
|
fs
|
Fee Schedule
|
|
|
.00
|
|
06/25/18
|
morf
|
Magistrate's Order Regarding Fees
|
3149.27
|
|
.00
|
|
|
|
John A. & Sara Dale
|
|
|
|
|
06/25/18
|
1ae
|
Entry Increasing Bond
|
85000.00
|
|
5.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
06/25/18
|
4.2
|
Fiduciary's Bond - Ohio Casualty Ins. Co
|
1072000.00
|
|
.00
|
|
|
|
|
Palmer/Mille
|
|
|
|
|
|
|
Nathan Szana
|
|
|
|
06/25/18
|
bapm
|
Bond Application for Palmer Miller
|
|
|
.00
|
|
06/25/18
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/25/18
|
13a
|
Fiduciary's Partial Account
|
09
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/25/18
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/25/18
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
535557.41
|
|
.00
|
|
06/25/18
|
ex
|
Extra Pages
|
|
|
1.00
|
|
06/25/18
|
|
Receipt
|
518329
|
45.00
|
|
|
06/26/18
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
06/28/18
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/06/18
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
08/28/18
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
08/28/18
|
15bn
|
Entry Authorizing Expenditure of Funds
|
2500.00
|
|
5.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
08/28/18
|
att
|
Attachments
|
|
|
.00
|
|
08/28/18
|
|
Receipt
|
521988
|
15.00
|
|
|
05/29/19
|
13k
|
Notice to File Account
|
0022692
|
|
1.00
|
|
05/29/19
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
06/11/19
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
06/11/19
|
fs
|
Fee Schedule
|
|
|
.00
|
|
06/11/19
|
morf
|
Magistrate's Order Regarding Fees
|
3680.38
|
|
.00
|
|
|
|
John & Sara Dale
|
|
|
|
|
06/11/19
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/11/19
|
13a
|
Fiduciary's Partial Account
|
10
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
06/11/19
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/11/19
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
505038.51
|
|
.00
|
|
06/11/19
|
|
Receipt
|
537493
|
39.00
|
|
|
06/12/19
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
06/27/19
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
06/27/19
|
15bn
|
Entry Authorizing Expenditure of Funds
|
see app
|
|
5.00
|
|
|
|
(Non-Custodial)
|
HJW
|
|
|
|
06/27/19
|
att
|
Attachments
|
|
|
.00
|
|
06/27/19
|
ex
|
Extra Pages
|
|
|
10.00
|
|
06/27/19
|
cc
|
Certified Copy
|
|
|
1.00
|
|
06/27/19
|
|
Receipt
|
538510
|
26.00
|
|
|
06/28/19
|
md
|
MOTION DOCKET:
|
|
|
.00
|
|
06/28/19
|
m
|
Motion For Authority To Establish
|
|
|
.00
|
|
|
|
Special Needs Trust
|
|
|
|
|
06/28/19
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
06/28/19
|
cos
|
Certificate of Service
|
|
|
.00
|
|
06/28/19
|
eb
|
Exhibits A & B
|
|
|
.00
|
|
06/28/19
|
ex
|
Extra Pages
|
|
|
27.00
|
|
06/28/19
|
|
Receipt
|
538618
|
27.00
|
|
|
07/10/19
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
07/23/19
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
08/06/19
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2019
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
09/13/19
|
e
|
Entry Authorizing Creation Of Trust
|
|
|
5.00
|
|
09/13/19
|
c
|
Copy
|
|
|
.05
|
|
09/13/19
|
|
Receipt
|
542958
|
5.05
|
|
|
10/03/19
|
m
|
Motion To Transfer Funds
|
|
|
.00
|
|
10/03/19
|
e
|
Entry
|
|
|
5.00
|
|
10/03/19
|
cos
|
Certificate of Service
|
|
|
.00
|
|
10/03/19
|
cc
|
Certified Copy
|
|
|
1.00
|
|
10/03/19
|
|
Receipt
|
544082
|
6.00
|
|
|
11/07/19
|
50m
|
Application to Terminate
|
|
|
10.00
|
|
|
|
Co-Guardians of Estate only
|
|
|
|
|
11/07/19
|
50p
|
Entry Terminating and Ordering Final
|
12/06/2019
|
|
5.00
|
|
|
|
Account
|
|
|
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
11/07/19
|
cc
|
Certified Copy
|
|
|
2.00
|
|
11/07/19
|
|
Receipt
|
545953
|
17.00
|
|
|
12/06/19
|
13c
|
Fiduciary's Final Account (Keep Open)
|
11
|
|
22.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
12/06/19
|
13.1
|
Receipts and Disbursements
|
0.00
|
|
.00
|
|
12/06/19
|
|
Receipt
|
547376
|
22.00
|
|
|
12/09/19
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
01/21/20
|
13j
|
Judgment Entry Approving Final Account
|
|
|
.00
|
|
|
|
(Keep Open)
|
|
|
|
|
04/07/20
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2020
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
05/12/20
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
12/22/20
|
bs
|
Bank Statement
|
|
|
.00
|
|
01/25/21
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
01/25/21
|
|
Receipt
|
566197
|
6.00
|
|
|
05/04/21
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2021
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
05/19/21
|
nc
|
Notice of Change of Address of:
|
|
|
.00
|
|
|
|
GDNs
|
|
|
|
|
12/15/21
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
12/15/21
|
|
Receipt
|
582297
|
5.00
|
|
|
12/15/21
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
10/31/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
11/17/22
|
16k
|
Notice to File
|
0022692
|
|
1.00
|
|
12/21/22
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
01/19/23
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
01/26/23
|
|
Receipt
|
602344
|
5.00
|
|
|
10/11/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
11/16/23
|
22n
|
Guardian's Report
|
|
|
.00
|
|
|
|
DALE, JOHN A.
|
(fidy)
|
|
|
|
12/04/23
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
09/06/24
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2024
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
|
|
BALANCE DUE
|
|
|
1.00
|
|
|
|
View Guardians
|
|
New Search
|
|
Probate Homepage
|