Case Docket

Case Number: 443543  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SMITH, GEORGE L.
AKA :


Date Code Description Reference Receipt Cost
04/25/96 01 Case Number (Daily Reporter) 10.00
04/25/96 02 Forms 10.00
04/25/96 03 Docketing & Index 15.00
04/25/96 04 Computerized Legal Research 3.00
04/25/96 05 Computer Fee 10.00
04/25/96 07 Legal Aid Trust Fund 15.00
04/25/96 17.0 Application for Appointment of Guardian 20.00
04/25/96 ge Entry Setting Hearing 06/17/1996 .00
9:00 A.M.
04/25/96 15.0 Next of Kin .00
04/25/96 2.2 Waiver of Notice Mary Smith .00
Paul.Smith
ShawnSmith
04/25/96 15.2 Guardians Acceptance .00
04/25/96 15.3 Affidavit of Additional Information .00
04/25/96 15.4 Guardians Credibility Application .00
04/25/96 soe Statement of Expert Evaluation .00
04/25/96 17a Attention Guardians .00
04/25/96 Receipt 046928 83.00
05/31/96 2.1 Notice to prospective Ward of .00
application and hearing
05/31/96 ros Return of Service on notice of hearing 10.00
to George Smith and Adm. Northland
Terrace
05/31/96 aos Affidavit of Service on notice of .00
hearing to George Smith and Adm.
Northland Terrace served on May, 31 1996
05/31/96 17.8 Investigators Report J.Parrish .00
Court Investigator Record of Service J.Parrish
06/17/96 igf Indigent Guardianship Fund 30.00
06/17/96 adl Additional Letters of Authority 2.00
06/17/96 17d Magistrate's Decision .00
Drake: Mary Smith appointed guardian
of P/E
06/17/96 17b Notice To Attorneys and Parties .00
06/17/96 17c Findings of Fact .00
06/17/96 cos Certificate of Service .00
P/S to applicant, attorney
Mail to Ward, Adm. Care Facility
06/17/96 17n Entry Approving Magistrate's Decision 5.00
06/17/96 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
SMITH, TERRI LEN (fidy)
06/17/96 4.2 Fiduciary's Bond/ United Pacific Ins Co 20000.00 .00
Berw-Overm
L Hall
06/17/96 Receipt 050045 52.00
08/23/96 6k Notice to file inventory 0065695 1.00
09/16/96 6.0 Inventory .00 7.00
09/16/96 Receipt 055779 8.00
05/21/97 13k Notice to file Account 0065695 1.00
05/22/97 13.4 Statement in Lieu of Partial Account 01 22.00
05/22/97 Receipt 071381 23.00
05/23/97 13e Entry Setting Hearing on Account .00
07/07/97 13h Judgment entry approving partial account .00
08/06/97 ci PHYSICAL INVENTORY .00
04/23/98 13k Notice to file Account 0065695 1.00
05/13/98 13.4 Statement in Lieu of Partial Account 02 22.00
05/13/98 Receipt 093647 23.00
05/14/98 13e Entry Setting Hearing on Account .00
05/19/98 16k Notice to file Biennial Report 0065695 1.00
06/16/98 22n Guardian's Report 5.00
06/16/98 soe Statement of Expert Evaluation .00
06/16/98 Receipt 095611 6.00
06/24/98 13h Judgment entry approving partial account .00
06/25/98 misc Completed 3rd page to GDN'S Report .00
- filed 6/16/1998
06/30/98 ci PHYSICAL INVENTORY .00
03/05/99 14.5 Application to Approve Contingency Fee A.RINEHART .00
Contract
NUNC PRO TUNC
03/05/99 misc copy of agreement .00
03/05/99 14.6 Entry Approving Contingency Fee Contract 5.00
NUNC PRO TUNC
03/05/99 2.2 Waiver .00
MARY SMITH, GUARDIAN OF GEORGE L. SMITH
03/05/99 1e Entry Setting Hearing 03/22/1999 5.00
on personal injury Adult Settlement 3:00 P.M.
03/05/99 Receipt 111960 10.00
03/05/99 app Application for approval of settlement .00
agreement and authorization to settle
and agreed distribution of settlement
funds and attorney fee agreement
03/22/99 e Entry-the Court Finds that settlement 5.00
of claim is in the best interest of
ward
03/22/99 att Attachments .00
03/22/99 cc Certified Copy 4.00
03/22/99 16a Application to Deposit Assets in Lieu of .00
Bond
03/22/99 16b Entry Ordering Deposit of Assets In Lieu 110000.00 5.00
of Bond Bank One
03/22/99 cc Certified Copy 1.00
03/22/99 16a Application to Deposit Assets in Lieu of .00
Bond
03/22/99 16b Entry Ordering Deposit of Assets In Lieu 110000.00 5.00
of Bond Fifth Third
03/22/99 cc Certified Copy 1.00
03/22/99 16a Application to Deposit Assets in Lieu of .00
Bond
03/22/99 16b Entry Ordering Deposit of Assets In Lieu 110000.00 5.00
of Bond Firstar Bank
03/22/99 cc Certified Copy 1.00
03/22/99 Receipt 113100 27.00
03/29/99 16c Verification of Receipt or Deposit 110000.00 .00
Acct #823571872 Firstar
03/29/99 sc Substitution of Counsel 0041572 .00
03/31/99 16c Verification of Receipt or Deposit 110000.00 .00
acct #46843564 Fifth Third
04/06/99 ar Audio Recording MLM .00
3/22/99 22-D
Tape 0039 Counter# 0-730
04/14/99 13k Notice to file Account 0041572 1.00
05/18/99 13a Fiduciary's Partial Account 03 22.00
05/18/99 13.1 Receipts and Disbursements .00
05/18/99 13.2 Assets Remaining in Fiduciary's Hands .00 .00
05/18/99 Receipt 116917 23.00
05/18/99 6.b Report of Newly Discovered Assets 7.00
05/18/99 6.be Entry Approving Report of Newly 110000.00 5.00
Assets 110000.00
110000.00
591.20
05/19/99 13e Entry Setting Hearing on Account .00
06/24/99 16c Verification of Receipt or Deposit 110000.00 .00
#1575544323-626846414 591.20
Bank One
06/29/99 13h Judgment entry approving partial account .00
07/12/99 15c Application to Release Funds .00
07/12/99 15d Entry Authorizing Release of Funds 38000.00 5.00
07/12/99 att Attachments .00
07/12/99 cc Certified Copy 1.00
07/12/99 Receipt 120298 18.00
09/03/99 15c Application to Release Funds .00
09/03/99 15b Entry Authorizing Expenditure of Funds 5.00
46779.50
09/03/99 cc Certified Copy 2.00
09/03/99 Receipt 124148 7.00
09/03/99 mem Memorandum in Support .00
04/04/00 13r Custodial Depository Verification 28133.26 .00
balance as of 12/22/99 Firstar
acct #823571872
04/19/00 13k Notice to file Account 0041572 1.00
05/17/00 16k Notice to file Biennial Report 0041572 1.00
05/19/00 13m Citation to file Account sent to fidy 5.00
05/19/00 cs Certified Mail Sent z 904258737 3.00
Mary Smith
05/19/00 cs Certified Mail Sent z 904258738 3.00
Adam R Rinehart
06/02/00 cr Certified Mail Returned .00
- Adam R. Rinehart Z 904258738
06/05/00 ci PHYSICAL INVENTORY .00
06/08/00 cmw Certified Mail Returned/No Service .00
- Mary Smith/UNCLAIMED Z 904258737
06/13/00 13r Custodial Depository Verification 113364.92 .00
balance as of 12/31/99 Bank One
acct #1575544323
06/29/00 8ac Entry Continuing Citation Hearing For 07/27/2000 5.00
Account
07/18/00 1ca Application for Attorney Fees 5.00
07/18/00 1cb Entry Approving Attorney Fees 3135.25 5.00
Talbott & Rinehart 23.00
07/18/00 fs Fee Schedule 5.00
5 extra pages
07/18/00 13a Fiduciary's Partial Account 04 22.00
07/18/00 13.1 Receipts and Disbursements .00
07/18/00 13.2 Assets Remaining in Fiduciary's Hands 539.20 .00
+ Custodial
Acct
07/18/00 Receipt 144454 55.00
07/18/00 16m Citation to file Biennial report sent to guar 5.00
07/19/00 13e Entry Setting Hearing on Account .00
07/19/00 15a Application for Authority to Expend 10.00
Funds & Release Funds
07/19/00 15b Entry Authorizing Expenditure of Funds 5.00
& Release Funds
07/19/00 att Attachments .00
4 pages
07/19/00 cc Certified Copy 1.00
07/19/00 Receipt 144548 21.00
07/19/00 cs Certified Mail Sent z 904259534 3.00
Mary Smith
07/19/00 cs Certified Mail Sent z 904259535 3.00
Adam R Rinehart
07/24/00 cr Certified Mail Returned z 904259534 .00
Mary Smith
07/27/00 cr Certified Mail Returned .00
- Adam R. Rinehart Z 904259535
08/01/00 22n Guardian's Report 5.00
08/01/00 soe Statement of Expert Evaluation .00
08/01/00 Receipt 145308 11.00
08/29/00 13h Judgment entry approving partial account .00
03/02/01 13r Custodial Depository Verification .00
Firstar 0823571872
Balance as of 12/22/2000 29648.37
05/01/01 13r Custodial Depository Verification .00
Bank One Balance as of 12/31/2000
1575544323 13189.79
05/24/01 ci PHYSICAL INVENTORY .00
06/21/01 13k Notice to file Account 0041572 1.00
07/18/01 14.7 Application to Extend Time to File .00
Report
07/18/01 14.8 Entry Extending Time to File Report/ 08/31/2001 5.00
- Extending Hearing
07/18/01 13n Application to Extend Time to File .00
Account
07/18/01 13o Entry Extending Time to File Account 08/31/2001 5.00
08/31/01 13n Application to Extend Time to File .00
Account
08/31/01 13o Entry Extending Time to File Account 10/12/2001 5.00
09/17/01 nc Notice of Change of Address of: .00
guardians new address
3109 Genevieve Dr
Columbus Ohio 43219
10/09/01 13n Application to Extend Time to File .00
Account
10/09/01 13o Entry Extending Time to File Account 11/09/2001 5.00
11/07/01 13n Application to Extend Time to File .00
Account
11/07/01 13o Entry Extending Time to File Account 11/30/2001 5.00
11/30/01 13n Application to Extend Time to File .00
Account
11/30/01 13o Entry Extending Time to File Account 01/04/2002 5.00
12/27/01 50m Application to Terminate 10.00
12/27/01 e Entry Terminating Estate Only 5.00
12/27/01 13c Fiduciary's Final Account (Keep Open) 03 22.00
12/27/01 13.1 Receipts and Disbursements .00
12/27/01 13.2 Assets Remaining in Fiduciary's Hands .00 .00
Keep Open Person Only
12/27/01 401 Affidavit .00
12/27/01 app Application To Dispense With Annual .00
Accounts Until Future Orders of the
Court
12/27/01 13.7 Entry Extending Accounting Until 5.00
Further Order by the Court
12/27/01 al Amended Letters of Authority 5.00
PERSON ONLY
12/27/01 Receipt 175889 78.00
12/28/01 13e Entry Setting Hearing on Account .00
02/11/02 13j Judgment entry approving final account-k .00
03/12/02 15a Application for Authority to Expend 10.00
Funds & Release Funds
03/12/02 15b Entry Authorizing Expenditure of Funds 4499.85 5.00
& Release of Funds
to pay real estate taxes
03/12/02 att Attachment .00
03/12/02 cc Certified Copy 1.00
03/12/02 Receipt 180249 16.00
04/23/02 13r Custodial Depository Verification .00
Firstar 30697.66
Account # 0823571872
Balance as of 12/31/2001
06/18/02 15a Application for Authority to Expend 10.00
Funds & Release of Funds
06/18/02 15b Entry Authorizing Expenditure of Funds 5.00
& Release of Funds
1929.65
06/18/02 att Attachment .00
06/18/02 cc Certified Copy 1.00
06/18/02 Receipt 186221 16.00
07/02/02 16k Notice to file Biennial Report 0041572 1.00
07/30/02 22n Guardian's Report 5.00
07/30/02 soe Statement of Expert Evaluation Dr SIgned .00
07/30/02 Receipt 188601 6.00
07/30/02 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
07/30/02 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
07/30/02 Receipt 188614 5.00
12/16/02 15c Application to Release Funds .00
and expend funds
12/16/02 15d Entry Authorizing Release of Funds 25000.00 5.00
and expend funds
12/16/02 cc Certified Copy 1.00
12/16/02 Receipt 196764 6.00
01/14/03 15c Application to Release Funds and Expend .00
Funds
01/14/03 15d Entry Authorizing Release of Funds 1971.62 5.00
01/14/03 att Attachment 1 page .00
01/14/03 e Entry Vacating 5.00
01/14/03 al Amended Letters of Authority .00
01/14/03 adl Additional Letters of Authority 5.00
01/14/03 cc Certified Copy 1.00
01/14/03 Receipt 198168 16.00
03/17/03 ci PHYSICAL INVENTORY - 2002 .00
05/28/03 13r Custodial Depository Verification USBank .00
082351872 8382.05
as of 12-31-02
05/29/03 13r Custodial Depository Verification 8382.05 .00
acct #3001 0823571872 US Bank
balance as of 12/24/02
06/13/03 15a Application for Authority to Expend 10.00
Funds & Release Funds
06/13/03 15b Entry Authorizing Expenditure of Funds 1971.62 5.00
& Release Funds
06/13/03 att Attachment .00
06/13/03 cc Certified Copy 1.00
06/13/03 Receipt 207093 16.00
11/03/03 14.5 Application to Approve Contingency Fee .00
Contract
Mary Smith & Malek & Malek
11/03/03 14.6c Workers Compensation Fee Agreement .00
11/03/03 14.6 Entry Approving Contingency Fee Contract 5.00
Nunc Pro Tunc
11/03/03 Receipt 215286 5.00
01/07/04 15a Application for Authority to Expend 10.00
Funds
01/07/04 15b Entry Authorizing Expenditure of Funds 1248.87 5.00
all from US Bank Custodial accts 1979.15
# 823571872, 823571872 and 823571872 24695.00
01/07/04 att Attachments - 3 pages .00
01/07/04 cc Certified Copy 1.00
01/07/04 Receipt 218670 16.00
03/01/04 13r Custodial Depository Verification 5/3 Bank .00
46843564 6454.48
as of 12-31-03
03/29/04 13r Custodial Depository Verification Bank One .00
acct #1575544323 8475.33
balance as of 02/13/04
04/12/04 13r Custodial Depository Verification US Bank .00
0 008 2357 1872 7785.93
as of 12-23-03
06/10/04 15a Application for Authority to Expend 10.00
Funds and release funds
06/10/04 15b Entry Authorizing Expenditure of Funds 5.00
and release funds 1979.15
5/3
06/10/04 att Attachments .00
06/10/04 cc Certified Copy 1.00
06/10/04 Receipt 227716 16.00
06/18/04 ci PHYSICAL INVENTORY 2003 .00
07/01/04 16k Notice to file Biennial Report 0041572 1.00
07/01/04 6.b Report of Newly Discovered Assets 7.00
07/01/04 6.be Entry Approving Report of Newly 38338.76 5.00
Assets
07/01/04 16a Application to Deposit Assets in Lieu of .00
Bond
07/01/04 16b Entry Ordering Deposit of Assets In Lieu 38338.76 5.00
of Bond Bank One
07/01/04 cc Certified Copy 1.00
07/01/04 Receipt 228950 19.00
07/30/04 22n Guardian's Report 5.00
07/30/04 Receipt 230631 5.00
08/26/04 16c Verification of Receipt or Deposit Bk One .00
1575544323 38338.76
01/19/05 15c Application to Release Funds .00
and expend
01/19/05 15d Entry Authorizing Release of Funds 5.00
and expend 2377.73
5/3 Bank
01/19/05 cc Certified Copy 1.00
01/19/05 Receipt 240078 6.00
05/02/05 13r Custodial Depository Verification US Bank .00
acct #823571872 300.89
balance as of 12-3104
05/31/05 ci PHYSICAL INVENTORY 2005 .00
06/09/05 15a Application for Authority to Expend 10.00
Funds
06/09/05 15b Entry Authorizing Expenditure of Funds 2377.73 5.00
06/09/05 att Attachments .00
06/09/05 cc Certified Copy 1.00
06/09/05 Receipt 248150 16.00
06/16/05 13r Custodial Depository Verification 00.00 .00
823571872 USBank
as of 6-13-05
09/28/05 13r Custodial Depository Verification Bank One .00
acct #1575544323 46296.40
balance as of 12-31-04
11/16/05 16a Application to Deposit Assets in Lieu of .00
Bond
11/16/05 16b Entry Ordering Deposit of Assets In Lieu 2819.72 5.00
of Bond Bank One
11/16/05 cc Certified Copy 1.00
11/16/05 Receipt 257825 6.00
01/18/06 15a Application for Authority to Expend 10.00
Funds
01/18/06 15b Entry Authorizing Expenditure of Funds 2483.81 5.00
property taxes
01/18/06 att Attachments .00
01/18/06 cc Certified Copy 1.00
01/18/06 Receipt 261274 16.00
04/21/06 16c Verification of Receipt or Deposit CHASE BANK .00
ACCT. # 1575544323 $2257.64
(ADAM RINEHART OFFICE RESEARCHING DIFF.
RECD' ORDER WAS FOR $2819.72)(TAX DEDUC)
05/02/06 13r Custodial Year End Report Bank One .00
acct #1575544323
balance as of 12/31/2005 47140.62
05/10/06 16a Application to Deposit Assets in Lieu of amended .00
Bond
05/10/06 16b Entry Ordering Deposit of Assets In Lieu 2257.64 5.00
of Bond Bank One
(REFERENCE 4/21/06-TAX WAS DEDUCTED FROM
CHECK=DIFFERENCE)
05/10/06 att Attachments .00
05/10/06 cc Certified Copy 1.00
05/10/06 Receipt 268092 6.00
06/02/06 15a Application for Authority to Expend 10.00
Funds & Release of Funds
06/02/06 15b Entry Authorizing Expenditure of Funds 2483.81 5.00
to pay property taxes
06/02/06 att Attachments .00
06/02/06 cc Certified Copy 1.00
06/02/06 Receipt 269530 16.00
07/05/06 16k Notice to file Biennial Report 0041572 1.00
08/25/06 22n Guardian's Report 5.00
08/25/06 1ca Application for Attorney Fees & Release 5.00
of Funds
08/25/06 1cb Entry Approving Attorney Fees 5.00
& Release of Funds
Talbott & Rinehart 4316.00
379.68
08/25/06 fs Fee Schedule 6.00
08/25/06 cc Certified Copy 1.00
08/25/06 Receipt 274467 23.00
08/28/06 22ni Investigator Review of Guardian's Report .00
11/30/06 13r Custodial Year End Report FIFTH THIRD .00
ACCT #46843564 2,116.36
Bal as of 12/28/2005
01/16/07 15a Application for Authority to Expend 10.00
Funds
01/16/07 15b Entry Authorizing Expenditure of Funds 5177.26 5.00
Property Taxes
01/16/07 att Attachments .00
01/16/07 cc Certified Copy 1.00
01/16/07 Receipt 282016 16.00
02/28/07 13r Custodial Year End Report - 2006 Chase .00
acct #1575544323 37916.11
03/07/07 ci PHYSICAL INVENTORY 2007 .00
05/18/07 13r Custodial Year End Report - 2006 FIFTH THIRD .00
ACCT # 3564 2,125.71
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
01/15/08 15a Application for Authority to Expend 10.00
Funds & Release of Funds
01/15/08 15b Entry Authorizing Expenditure of Funds 5195.48 5.00
& Release of Funds
taxes
01/15/08 eb Exhibit A .00
01/15/08 cc Certified Copy 1.00
01/15/08 Receipt 302163 16.00
02/29/08 13r Custodial Year End Report - 2007 33074.37 .00
Acct # 4323 (Sav) Chase, NA
03/06/08 13r Custodial Year End Report - 2007 5075.87 .00
Acct 3564 (Sav) Fifth Third
03/06/08 att Attachments .00
07/28/08 16ek eNotice to File 0041572 .00
08/22/08 1ca Application for Attorney Fees 5.00
& Release of Funds
08/22/08 1cb Entry Approving Attorney Fees 5.00
& Release of Funds
Talbott & Rinehart 442.30
6.00
08/22/08 fs Fee Schedule .00
08/22/08 cc Certified Copy 1.00
08/22/08 Receipt 315043 11.00
10/08/08 22n Guardian's Report 5.00
10/08/08 Receipt 317919 5.00
10/09/08 22ni Investigator Review of Guardian's Report .00
01/15/09 15a Application for Authority to Expend 10.00
Funds & Release of Funds
01/15/09 15b Entry Authorizing Expenditure of Funds 5712.30 5.00
& Release of Funds
property taxes
01/15/09 cc Certified Copy 1.00
01/15/09 Receipt 323231 16.00
02/26/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
07/24/09 13r Custodial Year End Report 2008 JP MORG/CHAS .00
27490.52
08/26/09 15c Application to Release Funds .00
08/26/09 15d Entry Authorizing Release of Funds 5.00
08/26/09 15a Application for Authority to Expend 10.00
Funds
08/26/09 15b Entry Authorizing Expenditure of Funds 469.75 5.00
atty fees to Adam Rinehart
08/26/09 cc Certified Copy 1.00
08/26/09 Receipt 336381 21.00
09/09/09 16ek eNotice to File 0041572 .00
10/23/09 l LETTER: to Ms Mary Smith from Kelly .00
C. Patton
11/10/09 sc Substitution of Counsel 0016104 .00
12/01/09 16m Citation to File sent to guar 5.00
12/01/09 vcos Certificate of Service for Virtual Mail .00
12/01/09 vcs Virtual Service Mail Sent 4.50
- MARY SMITH 214895
- Annual Report
12/01/09 vcs Virtual Service Mail Sent 4.50
- PATRICK F MANGAN 214901
- Annual Report
12/08/09 evcr e-Virtual Service Returned 214901 .00
- PATRICK F MANGAN
- Guardian Report
12/03/2009
01/04/10 vcmw Virtual Service Returned/NO SERVICE .00
Mary Smith Unclaimed 214895
01/13/10 22n Guardian's Report 5.00
01/13/10 Receipt 344013 19.00
01/19/10 15a Application for Authority to Expend 10.00
Funds
01/19/10 15b Entry Authorizing Expenditure of Funds 5.00
Real Estate Taxes 5859.92
01/19/10 att Attachments .00
01/19/10 cc Certified Copy 1.00
01/19/10 cpi Confidential Personal Identifiers .00
01/19/10 Receipt 344280 16.00
01/21/10 22ni Investigator Review of Guardian's Report .00
01/21/10 l LETTER: to Mary Smith from Kristen L. copy .00
Dunham
01/27/10 13r Custodial Year End Report 2007 FIFTH THIRD .00
5086.81
01/27/10 13r Custodial Year End Report 2008 FIFTH THIRD .00
5091.61
01/28/10 22ni Investigator Review of Guardian's Report .00
01/28/10 misc Page 2 Of GDN Report By Mary Smith GDN .00
01/29/10 17.8f Follow-up Investigator's Report D Martin .00
02/01/10 1ca Application for Attorney Fees 5.00
02/01/10 1cb Entry Approving Attorney Fees 1045.00 5.00
Patrick F. Mangan 75.00
02/01/10 1cc Consent to Attorney Fees .00
Mary A. Smith
02/01/10 fs Fee Schedule .00
02/01/10 cc Certified Copy 1.00
02/01/10 Receipt 345064 11.00
04/07/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/07/10 13r Custodial Year End Report 2009 JP MORG/CHAS .00
21313.60
04/19/10 13r Custodial Year End Report 2009 FIFTH THIRD .00
5094.16
12/14/10 16ek eNotice to File 0016104 .00
02/03/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/16/11 22n Guardian's Report 5.00
02/16/11 Receipt 367797 5.00
02/18/11 22ni Investigator Review of Guardian's Report .00
05/20/11 13r Custodial Year End Report 2010 JP MORG/CHAS .00
14375.14
10/24/11 13r Custodial Year End Report 2010 FIFTH THIRD .00
5096.71
01/18/12 16ek eNotice to File 0016104 .00
02/08/12 13r Custodial Year End Report 2011 JP MORG/CHAS .00
14376.67
03/08/12 22n Guardian's Report 5.00
03/08/12 Receipt 390528 5.00
03/26/12 22ni Investigator Review of Guardian's Report .00
03/28/12 13r Custodial Year End Report 2011 FIFTH THIRD .00
5098.55
09/19/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/11/13 16ek eNotice to File 0016104 .00
02/26/13 13r Custodial Year End Report 2012 JP MORG/CHAS .00
14377.95
02/26/13 13r Custodial Year End Report 2012 FIFTH THIRD .00
5100.10
06/05/13 16m Citation to File sent to guar 5.00
06/05/13 vcos Certificate of Service for Virtual Mail .00
06/05/13 vcs Virtual Service Mail Sent 4.85
- MARY SMITH 459999
- Annual Report
06/05/13 vcs Virtual Service Mail Sent 4.85
- PATRICK F MANGAN 460001
- Annual Report
06/11/13 evcr e-Virtual Service Returned 459999 .00
- MARY SMITH
- Guardian Report
06/07/2013
07/30/13 22n Guardian's Report 5.00
07/30/13 Receipt 419595 19.70
09/13/13 22ni Investigator Review of Guardian's Report .00
02/26/14 13r Custodial Year End Report 2013 JP MORG/CHAS .00
14379.38
04/08/14 13r Custodial Year End Report 2013 FIFTH THIRD .00
5101.29
07/01/14 16ek eNotice to File 0016104 .00
08/20/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/08/14 14.a Application to Extend Time to File GDN .00
Report
09/08/14 14.8 Entry Extending Time to File Report/ 09/30/2014 5.00
- Extending Hearing
10/07/14 22n Guardian's Report 5.00
10/07/14 Receipt 443308 10.00
10/08/14 22ni Investigator Review of Guardian's Report .00
03/16/15 13r Custodial Year End Report 2014 FIFTH THIRD .00
5101.81
03/20/15 13r Custodial Year End Report 2014 JP MORG/CHAS .00
14380.79
05/12/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/09/15 16ek eNotice to File 0016104 .00
10/22/15 22n Guardian's Report 5.00
10/22/15 Receipt 464280 5.00
11/02/15 22ni Investigator Review of Guardian's Report .00
03/14/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/21/16 13r Custodial Year End Report 2015 FIFTH THIRD .00
5102.31
05/03/16 13r Custodial Year End Report 2015 JP MORG/CHAS .00
14382.21
05/05/16 17.8f Follow-up Investigator's Report Melissa .00
Kaufman, LSW
09/27/16 16ek eNotice to File 0016104 .00
10/28/16 22n Guardian's Report 5.00
10/28/16 Receipt 485208 5.00
10/28/16 22ni Investigator Review of Guardian's Report .00
01/23/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/23/17 15b Entry Authorizing Expenditure of Funds see .00
(Custodial) application
01/23/17 Receipt 489635 16.00
01/27/17 13r Custodial Year End Report 2016 JP MORG/CHAS .00
14383.63
03/02/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/02/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/02/17 15b Entry Authorizing Expenditure of Funds 4876.12 .00
(Custodial) 189.04
40.00
03/02/17 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 4876.10
001
03/02/17 16b Entry Ordering Deposit of Assets FIFTH THIRD .00
In Lieu of Bond 189.04
002
03/02/17 cc Certified Copy 1.00
03/02/17 Receipt 491940 22.00
03/06/17 16c Verification of Receipt or Deposit FIFTH THIRD .00
4876.10
001 Y
03/06/17 16c Verification of Receipt or Deposit FIFTH THIRD .00
189.04
002 Y
03/09/17 13r Custodial Year End Report 2016 FIFTH THIRD .00
5102.82
05/24/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/03/17 16ek eNotice to File 0016104 .00
12/06/17 14.7 Application to Extend Time to File .00
Report
12/06/17 14.8 Entry Extending Time to File Report/ 01/17/2018 5.00
- Extending Hearing
12/06/17 Receipt 507293 5.00
01/22/18 dec Ward Deceased. .00
03/27/18 13r Custodial Year End Report 2017 JP MORG/CHAS .00
14385.05
04/17/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/04/18 13r Custodial Year End Report 2017 FIFTH THIRD .00
32.71
03/27/19 13r Custodial Year End Report 2018 JP MORG/CHAS .00
14386.46
08/09/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/12/19 16ek eNotice to File 0016104 .00
10/22/19 13x Custodial Year End Report 2018 FIFTH THIRD .00
0.00
10/31/19 16m Citation to File sent to guar 5.00
10/31/19 vcos Certificate of Service for Virtual Mail .00
10/31/19 vcs Virtual Service Mail Sent 5.60
Mary Smith 298017
10/31/19 vcs Virtual Service Mail Sent 5.60
Patrick F Mangan 298024
11/13/19 vcr Virtual Service Returned .00
PFM 298024
01/13/20 8rc Entry Continuing Citation Hearing For 02/14/2020 5.00
Report
01/13/20 vcos Certificate of Service for Virtual Mail .00
01/13/20 vcs Virtual Service Mail Sent 5.60
Mary Smith 313963
01/13/20 vcs Virtual Service Mail Sent 5.60
Patrick F Mangan 313956
02/04/20 vcr Virtual Service Returned .00
PFM 313956
02/13/20 50m Application to Terminate 10.00
02/13/20 50o Receipt and Release of All Claims .00
JPMorgan Chase Bank 14386.46
02/13/20 dc Death Certificate .00
02/13/20 50n Entry Terminating and Dispensing with y 5.00
Final Account
SMITH, MARY (fidy)
02/13/20 cc Certified Copy 2.00
02/13/20 Receipt 551160 49.40
03/28/20 op - stat only .00
03/28/20 13r Custodial Year End Report 2019 JP MORG/CHAS .00
14387.89
03/28/20 99 Case Closed .00
11/10/21 op Entry Re-Opening Case .00
11/10/21 13r Custodial Year End Report 2020 JP MORG/CHAS .00
14389.31
11/10/21 99 Case Closed .00
BALANCE DUE .00
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