Case Docket

Case Number: 378882  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : SMITH, DONNA
AKA :

Date Code Description Reference Receipt Cost
06/05/87 15.5 Entry Appointing Guardian, Letter of .00
Authority
MUNCEY, BETTY J. (fidy)
06/05/87 17s Entry Suspending Proceedings .00
03/04/96 16k Notice to file Biennial Report 0022853 1.00
03/14/96 ci PHYSICAL INVENTORY .00
03/20/96 22n Guardian's Report 5.00
03/20/96 soe Statement of Expert Evaluation .00
03/20/96 Receipt 044523 6.00
07/24/97 ci PHYSICAL INVENTORY .00
02/24/98 16k Notice to file Biennial Report Sent To fidy 1.00
03/17/98 22n Guardian's Report 5.00
03/17/98 soe Statement of Expert Evaluation .00
03/17/98 Receipt 089940 6.00
06/25/98 ci PHYSICAL INVENTORY .00
02/18/00 16k Notice to file Biennial Report Sent To fidy 1.00
04/18/00 22n Guardian's Report 5.00
04/18/00 soe Statement of Expert Evaluation .00
Doctors Signature: Charles Bertani MD
04/18/00 Receipt 138657 6.00
06/05/00 ci PHYSICAL INVENTORY .00
05/22/01 ci PHYSICAL INVENTORY .00
03/21/02 16k Notice to file Biennial Report Sent To fidy 1.00
05/08/02 22n Guardian's Report 5.00
05/08/02 soe Statement of Expert Evaluation .00
05/08/02 Receipt 183733 6.00
03/13/03 ci PHYSICAL INVENTORY - 2002 .00
02/02/04 ci PHYSICAL INVENTORY 2003 .00
02/06/04 14.5 Application to Approve Contingency Fee .00
Contract
Betty Muncey/ Plymale Partnership
02/06/04 14.6c Contingency Fee Contract .00
02/06/04 14.6 Entry Approving Contingency Fee Contract 5.00
02/06/04 Receipt 220357 5.00
04/13/04 16k Notice to file Biennial Report Sent To fidy 1.00
04/30/04 22n Guardian's Report 5.00
04/30/04 soe Statement of Expert Evaluation .00
04/30/04 Receipt 225450 6.00
06/08/04 app Application To Settle A Ward's Claim .00
06/08/04 4.0e Entry Setting Hearing and Ordering 07/07/2004 5.00
Notice 10:30 a.m.
06/08/04 22f Narrative Statement .00
06/08/04 misc Disbursement Statement .00
06/08/04 l LETTER: to C. Michael Wise from .00
Traci McDade
06/08/04 c1 Waiver and Consent To Settle Ward's .00
Claim
Betty Muncey
06/08/04 Receipt 227579 5.00
06/09/04 1da Application for Continuance of Hearing .00
06/09/04 1de Entry Continuing Hearing 07/12/2004 5.00
10:30 a.m.
06/09/04 Receipt 227654 5.00
06/24/04 cr Certified Mail Returned .00
Completed to Donald R. Smith
06/28/04 50wc Waiver & Consent to Settle Minor's Claim .00
Donald R. Smith
07/12/04 50 Application to Settle Minor's Claim Amended 5.00
07/12/04 51a Entry Approving Settlement of Minor's 5.00
Claim (Non-Custodial)
07/12/04 cc Certified Copy 1.00
07/12/04 Receipt 229442 11.00
10/12/04 dr Digital Record of Hearing .00
Magistrate: EEG
Date: 07/12/2004 Room: C
Time: 10:47:43 - 11:07:26
05/26/05 ci PHYSICAL INVENTORY 2005 .00
03/31/06 l LETTER: to Betty Muncey from Kelly C. .00
Patton
04/04/06 16k Notice to file Biennial Report Sent To fidy 1.00
04/18/06 rmr Regular Mail Retuned/Not Complete .00
- Betty J Muncey / Moved
- Corrected address and resent
05/15/06 22n Guardian's Report 5.00
05/15/06 soe Statement of Expert Evaluation .00
05/15/06 Receipt 268304 6.00
05/17/06 22ni Investigator Review of Guardian's Report .00
02/16/07 ci PHYSICAL INVENTORY 2007 .00
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
04/16/08 16k Notice to File Sent To fidy 1.00
05/16/08 22n Guardian's Report 5.00
05/16/08 soe Statement of Expert Evaluation .00
05/16/08 Receipt 309333 6.00
05/21/08 22ni Investigator Review of Guardian's Report .00
02/20/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/21/09 16k Notice to File Sent To fidy 1.00
05/18/09 22n Guardian's Report 5.00
05/18/09 soe Statement of Expert Evaluation .00
05/18/09 sn ***************SEE NOTES*************** .00
05/18/09 Receipt 330426 6.00
05/19/09 22ni Investigator Review of Guardian's Report .00
04/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/22/10 16k Notice to File Sent To fidy 1.00
06/03/10 22n Guardian's Report 5.00
06/03/10 soe Statement of Expert Evaluation .00
06/03/10 Receipt 352789 6.00
06/17/10 22ni Investigator Review of Guardian's Report .00
02/01/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/04/11 16k Notice to File Sent To fidy 1.00
06/14/11 22n Guardian's Report 5.00
06/14/11 soe Statement of Expert Evaluation .00
06/14/11 Receipt 374994 6.00
06/21/11 22ni Investigator Review of Guardian's Report .00
05/15/12 16k Notice to File Sent To fidy 1.00
07/23/12 22n Guardian's Report 5.00
07/23/12 soe Statement of Expert Evaluation .00
07/23/12 Receipt 398601 6.00
07/27/12 22ni Investigator Review of Guardian's Report .00
09/17/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/25/13 16k Notice to File Sent To fidy 1.00
08/16/13 22n Guardian's Report 5.00
08/16/13 soe Statement of Expert Evaluation .00
08/16/13 Receipt 420724 6.00
08/21/13 22ni Investigator Review of Guardian's Report .00
07/21/14 16k Notice to File Sent To fidy 1.00
08/08/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/30/14 16m Citation to File sent to guar 5.00
09/30/14 vcos Certificate of Service for Virtual Mail .00
09/30/14 vcs Virtual Service Mail Sent 5.20
- BETTY J MUNCEY 554786
- Annual Report and Expert Eval
10/20/14 vcr Virtual Service Returned .00
BJM 554786
10/23/14 22n Guardian's Report 5.00
10/23/14 soe Statement of Expert Evaluation .00
10/23/14 Receipt 444101 16.20
10/28/14 22ni Investigator Review of Guardian's Report .00
05/06/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/21/15 17.8f Follow-up Investigator's Report K Semones .00
09/25/15 16k Notice to File Sent To fidy 1.00
11/05/15 22n Guardian's Report 5.00
11/05/15 soe Statement of Expert Evaluation .00
11/05/15 att Attachments .00
11/05/15 Receipt 465017 6.00
11/27/15 22ni Investigator Review of Guardian's Report .00
02/24/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/11/16 16k Notice to File Sent To fidy 1.00
12/06/16 22n Guardian's Report 5.00
12/06/16 soe Statement of Expert Evaluation .00
12/06/16 att Easy Fill .00
12/06/16 Receipt 487219 6.00
12/14/16 22ni Investigator Review of Guardian's Report .00
03/20/17 misc Letters of GDN from microfiche .00
05/16/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/07/17 16k Notice to File Sent To fidy 1.00
12/21/17 22n Guardian's Report 5.00
12/21/17 soe Statement of Expert Evaluation .00
12/21/17 l LETTER: .00
for gdn's report fees
01/02/18 22ni Investigator Review of Guardian's Report .00
01/22/18 Receipt 509480 6.00
04/12/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/23/18 16k Notice to File Sent To fidy 1.00
12/04/18 nr Notice Returned/Wrong Address .00
Betty J Muncey/Moved/Unable to FWD
01/30/19 16m Citation to File sent to guar 5.00
02/01/19 l LETTER: .00
To GDN For Court Costs
02/01/19 cos Certificate of Service .00
Citation 4/5/19
02/01/19 rm Regular Mail Sent .00
Betty J Muncey
03/04/19 22n Guardian's Report 5.00
03/04/19 soe Statement of Expert Evaluation .00
03/04/19 Receipt 531772 11.00
03/25/19 22ni Investigator Review of Guardian's Report .00
08/07/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/05/20 16k Notice to File Sent To fidy 1.00
03/20/20 11a Resignation of Fiduciary 5.00
03/20/20 11e Entry Accepting Resignation Upon the 5.00
Appointment of a Successor Fiduciary
03/20/20 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
03/20/20 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
03/20/20 Receipt 553144 15.00
03/24/20 cb COST BILL .00
03/24/20 17.0 Application for Appointment of Guardian 20.00
03/24/20 02 Forms 10.00
03/24/20 03 Docketing & Index 15.00
03/24/20 04 Computerized Legal Research 3.00
03/24/20 05 Computer Fee 10.00
03/24/20 07 Legal Aid Trust Fund 26.00
03/24/20 08 Dispute Resolution Fund 15.00
03/24/20 16 Special Projects Fund 15.00
03/24/20 gi Guardianship Investigator's Expense 75.00
03/24/20 ge Entry Setting Hearing 06/15/2020 .00
9:00 am
03/24/20 15.0 Next of Kin .00
03/24/20 15.1 Waiver of Notice .00
Timothy Smith
Joe Smith
03/24/20 15.2 Guardian - Fiduciary's Acceptance .00
03/24/20 15.3 Affidavit of Additional Information .00
03/24/20 15.4 Guardian's Credibility Application .00
03/24/20 17ca Change of Address Information for .00
Guardianships
03/24/20 16.1 Affidavit of Custody .00
03/24/20 15.8 Adult Guardianship Service Information .00
03/24/20 Receipt 553268 190.00
03/24/20 2y Notice of Hearing .00
03/24/20 cos Certificate of Service .00
03/24/20 vgcs Guardianship: Virtual Service Mail Sent 5.60
Betty J Muncey 321906
03/25/20 Pay out made through bookkeeper # 0000064663 .00
ACCT #: 000000000209 9.00
03/25/20 bcr Background Check Received .00
Debora Garcia (BCI)
03/31/20 vcr Virtual Service Returned .00
BJM 321906
04/07/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/22/20 lgs Supreme Court of Ohio Letter of Good .00
Standing
06/03/20 mo Magistrate's Order setting remote Mary Gadd 5.00
hearing 06/15/2020
9:00 A.M.
06/03/20 eb Exhibit A .00
Invitation and Instructions
06/03/20 cos Certificate of Service .00
Betty J. Muncey
Donna Smith
Debora S. Garcia (Applicant)
06/09/20 17.8 Investigator's Report .00
06/09/20 cos Certificate of Service Erik von 8.50
Frese
06/09/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/15/20 rgg Receipt of guardianship guide .00
06/15/20 17d Magistrate's Decision Gadd .00
Debora S. Garcia is appointed successor
guardian of the person only, no bond is
required. Betty J. Muncey is hereby
06/15/20 ex discharged as guardian of the person. .00
06/15/20 17b Notice To Attorneys and Parties .00
06/15/20 17c Findings of Fact .00
06/15/20 17n Entry Adopting Magistrate's Decision 5.00
06/15/20 cos Certificate of Service .00
06/26/20 cb COST BILL .00
06/26/20 igf Indigent Guardianship Fund 30.00
06/26/20 adl Additional Letters of Authority 2.00
06/26/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GARCIA, DEBORA S. (fidy)
06/26/20 15.9 Oath of Guardian .00
06/26/20 Receipt 556616 61.10
06/29/20 Pay out made through bookkeeper # 0000065381 .00
ACCT #: 000000000209 13.00
07/07/20 dr Digital Record of Hearing .00
06/15/2020 Zoom
05/20/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/02/21 misc Notice to File Sent To fidy .00
06/16/21 22n Guardian's Report .00
GARCIA, DEBORA S. (fidy)
12/15/21 17.8g Court Investigator's Comments .00
12/15/21 obit Obituary .00
05/17/22 misc Notice to File Sent To fidy .00
06/02/22 99 Case Closed .00
BALANCE DUE .00
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