Case Docket

Case Number: 453422  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ROBERTS, IRENE T.
AKA :


Date Code Description Reference Receipt Cost
08/18/97 01 Case Number (Daily Reporter) 10.00
08/18/97 02 Forms 10.00
08/18/97 03 Docketing & Index 15.00
08/18/97 04 Computerized Legal Research 3.00
08/18/97 05 Computer Fee 10.00
08/18/97 07 Legal Aid Trust Fund 15.00
08/18/97 09 Alternative Dispute Resolution Fund 10.00
08/18/97 17.0 Application for Appointment of Guardian 20.00
08/18/97 gcs Guardianship: Certified Mail Sent 3.25
08/18/97 ge Entry Setting Hearing 09/23/1997 .00
9:00 A.M.
08/18/97 15.0 Next of Kin .00
08/18/97 2.2 Waiver of Notice .00
H.Bruce Talbott
08/18/97 15.2 Guardians Acceptance .00
08/18/97 15.3 Affidavit of Additional Information .00
08/18/97 15.4 Guardians Credibility Application .00
08/18/97 soe Statement of Expert Evaluation .00
08/18/97 17a Attention Guardians .00
08/18/97 Receipt 076905 96.25
08/18/97 Notice of hearing for appointment of .00
guardian of alleged incompetent person:
Tom Roberts, Columbus, Ohio
08/18/97 cs Certified Mail Sent .00
to Tom Roberts
09/05/97 Motion to Expedite Hearing B.Talbott .00
09/05/97 1e Entry Setting Hearing 09/10/1997 5.00
Expedited 3:30 P.M.
09/05/97 Receipt 078228 5.00
09/08/97 m Motion to appt. special process server .00
09/08/97 e Entry apptg. special process server P Griffith 5.00
09/08/97 Receipt 078320 5.00
09/08/97 eac Entry Appointing Counsel J Everett 5.00
09/09/97 17.8 Investigators Report .00
09/09/97 16.5 Court Investigator Record of Service .00
09/09/97 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/09/97 ros Return of Service 6.20
09/09/97 aos Affidavit of Service .00
Jack Ward to Proposed ward on 9/8/97
09/10/97 Letter from John Everett .00
09/10/97 1da Application for Continuance of Hearing .00
09/10/97 1de Entry Continuing Hearing 09/23/1997 5.00
at 9:30 am
09/11/97 cmw Certified Mail Returned/No Service .00
Unclaimed - DID NOT SEND Regular Mail T Roberts
hearing was expedited to 9/10/97
09/11/97 gcs Guardianship: Certified Mail Sent T Roberts .00
09/12/97 ar Audio Recording .00
9/10/97 MLM 22E-1 1641-1998
09/19/97 1.4 Subpoena (Attorney to Serve) 12.00 .00
to Elaine Volk Rec # 079211
09/19/97 1.4 Subpoena (Attorney to Serve) 12.00 .00
to Susan Bryant Rec # 079211
09/19/97 Receipt 079211 16.20
09/23/97 igf Indigent Guardianship Fund 30.00
09/23/97 adl Additional Letters of Authority 4.00
09/23/97 17d Magistrate's Decision Stone .00
Thomas Roberts is appointed guardian
09/23/97 17n Entry Approving Magistrate's Decision 5.00
09/23/97 17b Notice To Attorneys and Parties .00
09/23/97 17c Findings of Fact .00
09/23/97 cos Certificate of Service .00
P/S to applicant, attorney, APS
Mail to Ward, Adm. Care Facility
09/23/97 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
ROBERTS, THOMAS JEFFREY (fidy)
09/23/97 ge Entry Setting Hearing 03/17/1998 .00
on review of guardianship 3:00 P.M.
09/23/97 2nd application , Thomas Roberts .00
09/23/97 15.0 Next of Kin .00
09/23/97 2.2 Waiver of Notice .00
Thomas Roberts
09/23/97 15.2 Guardians Acceptance .00
09/23/97 15.3 Affidavit of Additional Information .00
09/23/97 15.4 Guardians Credibility Application .00
09/23/97 4.2 Fiduciary's Bond/ Peerless Ins. Co 71000.00 .00
Palm Miller
K.Massara
09/23/97 17a Attention Guardians .00
09/23/97 Receipt 079351 44.00
10/02/97 ar Audio Recording .00
9/23/97 TAS 22E-1 233-2379
11/25/97 6k Notice to file inventory 0003181 1.00
12/22/97 6.0 Inventory 290213.84 7.00
12/22/97 1ae Entry Increasing Bond 9000.00 5.00
Peerless Ins
Palm Miller
12/22/97 4.2 Fiduciary's Bond 80000.00 .00
Peerless Ins
Palm Miller
Lori Nugen
12/22/97 Receipt 084938 13.00
01/29/98 15a Application for Authority to Expend 10.00
Funds
01/29/98 15b Entry Authorizing Expenditure of Funds 2630.75 5.00
1815.70
3030.00
01/29/98 1ca Application for Attorney Fees 5.00
01/29/98 1cb Entry Approving Attorney Fees 2568.75 5.00
Les Swinford, Jr. 62.00
01/29/98 1ca Application for Attorney Fees 5.00
01/29/98 1cb Entry Approving Attorney Fees 1619.25 5.00
Bruce Talbott 196.45
01/29/98 Receipt 087001 35.00
03/06/98 application for authority to make .00
advancements -NUNC PRO TUNC
03/06/98 Memorandum in Support L.Swinford .00
03/06/98 e Entry -Thomas Jeffrey Roberts authorized 5.00
to make advancements.
03/06/98 Receipt 089318 5.00
07/02/98 ci PHYSICAL INVENTORY .00
08/25/98 13k Notice to file Account 0003181 1.00
09/24/98 13a Fiduciary's Partial Account 01 22.00
09/24/98 13.1 Receipts and Disbursements .00
09/24/98 13.2 Assets Remaining in Fiduciary's Hands 2197.73 .00
& Sec.
09/24/98 Receipt 102000 23.00
09/25/98 13e Entry Setting Hearing on Account .00
11/05/98 13h Judgment entry approving partial account .00
02/11/99 m Motion to withdraw as counsel L.Swinford .00
02/11/99 mem Memorandum in Support .00
02/11/99 cos Certificate of Service .00
Jeffrey Thomas Roberts
02/11/99 1e Entry Setting Hearing 03/04/1999 5.00
on motion to withdraw as counsel 9:30 A.M.
02/11/99 cc Certified Copy 1.00
02/11/99 Receipt 110374 6.00
03/04/99 e Entry Continuing Motion to Withdraw 04/08/1999 5.00
As Counsel 9:30 AM
04/08/99 e Entry Continuing motion to withdraw as 05/13/1999 5.00
Counsel: Les Swinford 9:30 A.M.
04/08/99 Receipt 114232 10.00
05/11/99 m Motion For Authority To Sell Real Estate .00
Of Ward Through Durable Power Of
Attorney
05/11/99 e Entry approving motion to sell real 5.00
estate
05/11/99 eb Exhibit A .00
05/11/99 1ae Entry Increasing Bond/Peerless Ins. Co 505000.00 5.00
Palmer/Mille
05/11/99 4.2 Fiduciary's Bond/Peerless Insurance Co. 585000.00 .00
Palmer/Mille
S Lobdell
05/11/99 cc Certified Copy 3.00
05/11/99 Receipt 116418 13.00
08/24/99 16k Notice to file Biennial Report 0003181 1.00
08/25/99 13k Notice to file Account 0003181 1.00
08/25/99 m Motion to withdraw: Les Swinford, Jr. .00
08/25/99 mem Memorandum in Support .00
08/25/99 cos Certificate of Service .00
Irene Roberts, Jeffrey Roberts
08/25/99 1e Entry Setting Hearing 09/30/1999 5.00
on motion to withdraw as counsel 9:30 a.m.
08/25/99 Receipt 123456 7.00
09/24/99 13a Fiduciary's Partial Account 02 22.00
09/24/99 13.1 Receipts and Disbursements .00
09/24/99 13.2 Assets Remaining in Fiduciary's Hands 164931.51 .00
+ RD + SEC + PP
09/24/99 ex Extra Pages 3.00
3
09/24/99 app Application To Authorize The Return Of .00
Advancements
09/24/99 1cd Application for Fiduciary Fees 3801.08 5.00
Thomas Jeffrey Thomas
09/24/99 fs Fee Schedule .00
09/24/99 Receipt 125491 30.00
09/27/99 13e Entry Setting Hearing on Account .00
09/27/99 e Entry Appointing Special Commissioner 5.00
09/27/99 Receipt 125533 5.00
09/28/99 1da Application for Continuance of Hearing .00
09/28/99 1de Entry Continuing Hearing 10/14/1999 5.00
9:30 a.m.
09/28/99 11a Resignation of Fiduciary 5.00
09/28/99 11b Entry Accepting Resignation and Ordering 10/14/1999 5.00
Final Account
Thomas Jeffrey Roberts
09/28/99 Receipt 125632 15.00
09/29/99 13k Notice to file Account 0003181 1.00
09/29/99 cb COST BILL .00
09/29/99 02 Forms 10.00
09/29/99 03 Docketing & Index 15.00
09/29/99 04 Computerized Legal Research 3.00
09/29/99 05 Computer Fee 10.00
09/29/99 07 Legal Aid Trust Fund 15.00
09/29/99 09 Alternative Dispute Resolution Fund 10.00
09/29/99 17.0 Application for Appointment of Guardian 20.00
Interim
09/29/99 ge Entry Setting Hearing 10/05/1999 .00
8:30 a.m.
09/29/99 15.0 Next of Kin .00
09/29/99 2.2 Waiver of Notice .00
John Everett
09/29/99 15.2 Guardians Acceptance .00
09/29/99 15.3 Affidavit of Additional Information .00
09/29/99 17a Attention Guardians .00
09/29/99 cb COST BILL .00
09/29/99 igf Indigent Guardianship Fund 30.00
09/29/99 adl Additional Letters of Authority 3.00
09/29/99 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
EVERETT, JOHN K. (fidy)
09/29/99 17d Magistrate's Decision Drake .00
John K. Everett is appointed Interim
Guardian
09/29/99 17b Notice To Attorneys and Parties .00
09/29/99 17c Findings of Fact .00
09/29/99 17n Entry Approving Magistrate's Decision 5.00
09/29/99 cos Certificate of Service .00
p/s to applicant
mail to ward, adm of care facility
09/29/99 e Entry-It is Ordered that all information 5.00
regarding the value, description & all
past history of this account be re-
leased by said bank to John K. Everett
09/29/99 cc Certified Copy 2.00
09/29/99 Receipt 125775 134.00
09/30/99 e Entry Relieving Special Commissioner 5.00
Mark R. Reitz
09/30/99 Receipt 125848 5.00
10/04/99 17.8 Investigators Report E.Horvath .00
10/04/99 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/04/99 ros Return of Service 7.40
on notice of hearing served to Irene
Roberts
10/04/99 aos Affidavit of Service .00
on notice of hearing served to Irene
Roberts and Cathy Foos on October 4,
1999
10/04/99 16.5 Court Investigator Record of Service E.Horvath .00
10/05/99 cb COST BILL .00
10/05/99 igf Indigent Guardianship Fund 30.00
10/05/99 17d Magistrate's Decision Drake .00
John K. Everett is appointed successor
guardian
10/05/99 17b Notice To Attorneys and Parties .00
10/05/99 17c Findings of Fact .00
10/05/99 17n Entry Approving Magistrate's Decision 5.00
10/05/99 cos Certificate of Service .00
p/s to applicant
mail to ward, adm of care facility
10/05/99 rss Request for Specific Surety Agent: .00
-Palmer Miller Nelson
10/05/99 4.2 Fiduciary's Bond/Ohio Casualty Ins. Co 585000.00 .00
Palmer/Mille
S.Lobdell
10/05/99 15.4 Guardians Credibility Application .00
10/05/99 r Receipt .00
Bank One Duly Authorized Agent
10/05/99 eb Exhibit A .00
10/05/99 aos Affidavit of Service .00
10/05/99 e Entry-Letters Of Guardianship 5.00
John K. Everett
10/05/99 Receipt 126064 47.40
10/14/99 13n Application to Extend Time to File .00
Account
10/14/99 13o Entry Extending Time to File Account 11/30/1999 5.00
ROBERTS, THOMAS JEFFREY (fidy)
10/14/99 17oa Exceptions to Account 10.00
ROBERTS, THOMAS JEFFREY (fidy)
10/14/99 17pa Entry Setting Exceptions to Account for 11/30/1999 5.00
Hearing 9:30 A.M.
ROBERTS, THOMAS JEFFREY (fidy)
10/14/99 cos Certificate of Service .00
Les Swinford and Thomas Jeffrey
Roberts
10/14/99 13l Entry Extending Publication Hearing for 12/01/1999 .00
Account
ROBERTS, THOMAS JEFFREY (fidy)
10/14/99 Receipt 126688 20.00
10/14/99 15c Application to Release Funds .00
10/14/99 15d Entry Authorizing Release of Funds 108991.64 5.00
569.10
10/14/99 cc Certified Copy 2.00
10/14/99 Receipt 126710 7.00
10/26/99 16m Citation to file Biennial report sent to guar 5.00
10/26/99 15a Application for Authority to Expend 10.00
Funds
10/26/99 15b Entry Authorizing Expenditure of Funds 125.00 5.00
Mark Reitz
10/26/99 att Attachments .00
10/26/99 Receipt 127449 20.00
11/03/99 cs Certified Mail Sent z 904275770 3.00
Thomas Jeffrey Roberts
11/03/99 cs Certified Mail Sent z 904275771 3.00
Les Swinford Jr
11/08/99 6.b Report of Newly Discovered Assets 7.00
11/08/99 6.be Entry Approving Report of Newly 19218.97 5.00
Assets
11/08/99 1ae Entry Increasing Bond 39000.00 5.00
OH Casualty
palm miller
11/08/99 4.2 Fiduciary's Bond 624000.00 .00
OH Casualty
palm miller
S Lobdell
11/08/99 Receipt 128267 23.00
11/08/99 cr Certified Mail Returned .00
- Les Swinford, Jr. Z 904275771
11/15/99 15c Application to Release Funds .00
11/15/99 15d Entry Authorizing Release of Funds 19218.97 5.00
11/15/99 cc Certified Copy 1.00
11/15/99 Receipt 128650 6.00
11/29/99 cmw Certified Mail Returned/No Service z 904275770 .00
Thomas J Roberts Unclaimed
11/30/99 13n Application to Extend Time to File .00
Account
11/30/99 13o Entry Extending Time to File Account 12/16/1999 5.00
EVERETT, JOHN K. (fidy)
11/30/99 e Entry approving withdrawal of counsel: 5.00
Les Swinford, Jr.
11/30/99 Receipt 129444 10.00
12/06/99 13k Notice to file Account 0002523 1.00
12/06/99 13m Citation to file Account sent to fidy 5.00
12/13/99 17ra Entry Dismissing Exceptions to Account 5.00
ROBERTS, THOMAS JEFFREY (fidy)
12/13/99 Receipt 130344 11.00
12/13/99 13h Judgment entry approving partial account .00
12/14/99 9.0 Application to Sell Personal Property 10.00
1978 Cadillac
12/14/99 9.3 Entry Authorizing Sale of Personal 5.00
Property
12/14/99 Receipt 130488 15.00
12/15/99 22n Guardian's Report 5.00
EVERETT, JOHN K. (fidy)
12/15/99 soe Statement of Expert Evaluation .00
12/15/99 Receipt 130583 5.00
12/16/99 9.7 Application to Transfer Motor Vehicle .00
12/16/99 9.8 Entry Approving Transfer of Motor 78 Cadillac 5.00
Vehicle
12/16/99 Receipt 130640 5.00
12/16/99 cc Certified Copy 2.00
12/16/99 Receipt 130641 2.00
12/21/99 Pay out made through bookkeeper # 0000012768 .00
ACCT #: 000000000201 24.00
12/21/99 13.0 Fiduciary's Final Account 02 22.00
KEEP OPEN SUCCESSOR
ROBERTS, THOMAS JEFFREY (fidy)
12/21/99 13.1 Receipts and Disbursements .00
12/21/99 Receipt 130950 22.00
12/27/99 13e Entry Setting Hearing on Account .00
12/30/99 1ca Application for Attorney Fees 5.00
& Guardian Fees
12/30/99 1cb Entry Approving Attorney Fees 7005.00 5.00
& Guardian Fees 450.35
John Everett
12/30/99 fs Fee Schedule 9.00
9 extra pages
12/30/99 Receipt 131343 19.00
02/02/00 13i Judgment entry approving final account .00
06/05/00 ci PHYSICAL INVENTORY .00
06/07/00 15a Application for Authority to Expend 10.00
Funds
06/07/00 15b Entry Authorizing Expenditure of Funds 5.00
06/07/00 fs Fee Schedule 18.00
18 extra pages
06/07/00 Receipt 141879 33.00
08/02/00 1ca Application for Attorney Fees 5.00
& Guardian Fees
08/02/00 1cb Entry Approving Attorney Fees 4716.50 5.00
& Guardian Fees 97.00
John K. Everett
08/02/00 fs Fee Schedule 12.00
12 exta pages
08/02/00 Receipt 145384 22.00
08/30/00 13k Notice to file Account 0002523 1.00
09/28/00 13n Application to Extend Time to File .00
Account
09/28/00 13o Entry Extending Time to File Account 10/29/2000 5.00
10/30/00 13n Application to Extend Time to File .00
Account
10/30/00 13o Entry Extending Time to File Account 11/29/2000 5.00
11/29/00 13n Application to Extend Time to File .00
Account
11/29/00 13o Entry Extending Time to File Account 12/29/2000 5.00
NO FUTHER EXTENSIONS
12/29/00 13.0 Fiduciary's Final Account 01 31.00
9 extra pages
12/29/00 13.1 Receipts and Disbursements .00
12/29/00 13.2 Assets Remaining in Fiduciary's Hands .00 .00
12/29/00 50m Application to Terminate 10.00
12/29/00 dec Ward Deceased. .00
12/29/00 50p Entry Terminating and Ordering Final 12/29/2000 5.00
Account
12/29/00 1e Entry Setting Hearing 02/22/2001 5.00
9:30 A.M.
12/29/00 Receipt 154333 67.00
01/02/01 13e Entry Setting Hearing on Account .00
02/07/01 Receipt 156657 5.00
02/07/01 Void Receipt 156657 5.00
02/22/01 13.n Notice of Hearing on Account .00
Affidavit Proving Service Of Account 3Pgs
02/22/01 13i Judgment entry approving final account .00
02/23/01 dp Docket Page .00
BALANCE DUE .00
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