Case Docket

Case Number: 438729  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ORTIZ, FRANCIS J.
AKA :


Date Code Description Reference Receipt Cost
09/01/95 01 Case Number (Daily Reporter) 10.00
09/01/95 02 Forms 10.00
09/01/95 03 Docketing & Index 15.00
09/01/95 04 Computerized Legal Research 3.00
09/01/95 05 Computer Fee 10.00
09/01/95 07 Legal Aid Trust Fund 15.00
09/01/95 17.0 Application for Appointment of Guardian 20.00
09/01/95 15b Entry Authorizing Expenditure of Funds .00
09/01/95 ge Entry Setting Hearing 09/21/1995 .00
3:00 P.M.
09/01/95 15.0 Next of Kin .00
09/01/95 2.2 Waiver of Notice J.Everett .00
09/01/95 15.2 Guardians Acceptance .00
09/01/95 15.3 Affidavit of Additional Information .00
09/01/95 15.4 Guardians Credibility Application .00
09/01/95 soe Statement of Expert Evaluation .00
09/01/95 17a Attention Guardians .00
09/01/95 memorandum in Support of application .00
for guardianship
09/01/95 Receipt 032394 83.00
09/07/95 17.8 Investigators Report .00
09/07/95 Notice to Prospective Ward of .00
Application and Hearing
09/07/95 ros Return of Service 6.40
09/07/95 aos Affidavit of Service .00
Jennifer Parrish to proposed ward and
Bristol House on 9/5/95
09/07/95 Court Investigator Record of .00
Service
09/12/95 1.4 Subpoena (Attorney to Serve) 12.00 .00
Rec # 032956
09/12/95 Receipt 032956 6.40
09/21/95 igf Indigent Guardianship Fund 30.00
09/21/95 adl Additional Letters of Authority 3.00
09/21/95 15b Entry Authorizing Expenditure of Funds .00
09/21/95 17m Referee's Report .00
Referee: Reddington
09/21/95 17n Entry Approving Referee's Report 5.00
09/21/95 17b Notice To Attorneys and Partys .00
09/21/95 17c Findings of Fact .00
09/21/95 cos Certificate of Service .00
P/S to applicant, Mary Courts, Julia
Nach
09/21/95 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
EVERETT, JOHN K. (fidy)
09/21/95 4.2 Fiduciary's Bond/Oh Farmers 27000.00 .00
P.Miller
09/21/95 Receipt 033591 43.00
10/10/95 6.0 Inventory 42117.91 7.00
10/10/95 6.1 Schedule of Assets NO R/E .00
10/10/95 1ae Entry Increasing Bond 58000.00 5.00
OH Farmers
10/10/95 4.2 Fiduciary's Bond 85000.00 .00
OH Farmers
10/10/95 15c Application for Authority to Release .00
Ward's Funds
10/10/95 15d Order Authorizing Release of Funds 5.00
10/10/95 cc Certified Copy 1.00
10/10/95 15a Application for Authority to Expend 10.00
Funds
10/10/95 15b Order Authorizing Expenditure of Funds 5.00
10/10/95 Receipt 034607 33.00
01/09/96 15c Application to Release Funds .00
01/09/96 15d Entry Authorizing Release of Funds 5.00
01/09/96 cc Certified Copy 2.00
01/09/96 1ae Entry Increasing Bond 427000.00 5.00
OH Farmers
Palm Miller
L Nugen
01/09/96 4.2 Fiduciary's Bond 512000.00 .00
OH Farmers
Palm Miller
L Nugen
01/09/96 6.b Report of Newly Discovered Assets 7.00
01/09/96 6.be Entry Approving Report of Newly 81427.81 5.00
Assets -U.S.Savings Bonds,Income Trust
01/09/96 42 Extra Pages 42.00
01/09/96 Receipt 039841 66.00
01/17/96 1ca Application for Attorney Fees 5.00
and guardian fees
01/17/96 1cb Entry Approving Attorney Fees 5.00
and guardian fees
01/17/96 17 Extra Pages 17.00
01/17/96 Receipt 040333 27.00
01/26/96 Copy of Savings Bond Liquidation Plan .00
03/13/96 ci PHYSICAL INVENTORY .00
04/17/96 15c Application to Release Funds .00
04/17/96 15d Entry Authorizing Release of Funds 5.00
04/17/96 cc Certified Copy 1.00
04/17/96 1ae Entry Increasing Bond 44000.00 5.00
OH Farmers
Palm Miller
L Nugen
04/17/96 4.2 Fiduciary's Bond 556000.00 .00
OH Farmers
Palm Miller
L Nugen
04/17/96 6.b Report of Newly Discovered Assets 7.00
04/17/96 6.be Entry Approving Report of Newly 1904.25 5.00
Assets
monthly benefit check
04/17/96 Receipt 046398 23.00
05/07/96 50a Motion for Instructions .00
05/07/96 1e Entry Setting Hearing 06/25/1996 5.00
at 2:00 pm
05/07/96 Affidavit of M Ortiz .00
05/07/96 1ae Entry Increasing Bond 10423.00 5.00
Oh Farmers
Palm-Miller
L Nugen
05/07/96 4.2 Fiduciary's Bond 566423.00 .00
Oh Farmers
Palm-Miller
L Nugen
05/07/96 6.b Report of Newly Discovered Assets 7.00
05/07/96 6.be Entry Approving Report of Newly 5211.07 5.00
Assets
05/07/96 Receipt 047672 22.00
06/25/96 e Entry-A review of the subject matter of 5.00
the application shows that it should be
entertained as an application to make
gifts pursuant to Section 2111.50 R.C.
06/25/96 upon proper notice to the parties, if .00
required
06/25/96 Receipt 050621 5.00
08/23/96 13k Notice to file Account 0002523 1.00
09/13/96 13a Fiduciary's Partial Account 01 28.00
6 extra pages
09/13/96 13.1 Receipts and Disbursements .00
09/13/96 13.2 Assets Remaining in Fiduciary's Hands 227534.14 .00
09/13/96 Receipt 055667 29.00
09/16/96 13e Entry Setting Hearing on Account .00
09/25/96 1ca Application for Attorney Fees 5.00
and guardian fees
09/25/96 1cb Entry Approving Attorney Fees 5.00
and guardian fees
09/25/96 Fee Schedule 21.00
21 extra pages
09/25/96 Receipt 056336 31.00
10/28/96 13h Judgment entry approving partial account .00
10/29/96 51d Motion to Allow Lifetime Gifting .00
10/29/96 51e Entry Allowing Liftime Gifting 5.00
10/29/96 Attachments .00
10/29/96 Receipt 058486 5.00
12/20/96 1ca Application for Attorney/Gdn Fees 5.00
12/20/96 1cb Entry Approving Attorney/Gdn Fees 5.00
Guardian Fee Waived
12/20/96 fee schedule .00
12/20/96 Receipt 061575 10.00
05/09/97 6.b Report of Newly Discovered Assets 7.00
05/09/97 6.be Entry Approving Report of Newly 4890.00 5.00
Assets
05/09/97 50m Application to Terminate 10.00
05/09/97 50p Entry Terminating and Ordering Final 05/09/1997 5.00
Account
05/09/97 13.0 Fiduciary's Final Account 02 22.00
05/09/97 13.1 Receipts and Disbursements .00
05/09/97 13.2 Assets Remaining in Fiduciary's Hands .00 .00
05/09/97 Receipt 070570 49.00
05/09/97 Pay out made through bookkeeper # 0000006318 .00
ACCT #: 0000000201 12.00
05/12/97 13e Entry Setting Hearing on Account .00
06/16/97 Motion to Amend Second and Final 07/28/1997 .00
Account and Setting Hearing 10:00 A.M.
06/16/97 13.6 Amended Account 02 22.00
FINAL ACCOUNT
06/16/97 13.1 Receipts and Disbursements .00
06/16/97 13.2 Assets Remaining in Fiduciary's Hands .00 .00
06/16/97 Receipt 072762 22.00
06/17/97 13e Entry Setting Hearing on Account .00
06/23/97 e Judgment Entry approving Account Final .00
07/07/97 13l Entry Extending Publication Hearing for 08/07/1997 5.00
Account 9:30 A.M.
07/07/97 Receipt 074057 5.00
08/01/97 ci PHYSICAL INVENTORY .00
08/06/97 1da Application for Continuance of Hearing .00
08/06/97 1de Entry Continuing Hearing 10/06/1997 5.00
Exceptions to inventory 9:30 A.M.
08/06/97 Receipt 076110 5.00
08/07/97 13l Entry Extending Publication Hearing for 10/07/1997 .00
Account
10/07/97 13h Judgment entry approving partial account .00
10/07/97 13i Judgment Entry Approving Final Account 02 .00
EVERETT, JOHN K. (fidy)
05/19/98 13k Notice to File Account 07/25/1998 .00
Cost Removed
BALANCE DUE .00
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