Case Docket

Case Number: 457040  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : WERNER, JULIE ANN
AKA :

Date Code Description Reference Receipt Cost
02/20/98 01 Case Number (Daily Reporter) 10.00
02/20/98 02 Forms 10.00
02/20/98 03 Docketing & Index 15.00
02/20/98 04 Computerized Legal Research 3.00
02/20/98 05 Computer Fee 10.00
02/20/98 07 Legal Aid Trust Fund 15.00
02/20/98 09 Alternative Dispute Resolution Fund 10.00
02/20/98 17.0 Application for Appointment of Guardian 20.00
02/20/98 ge Entry Setting Hearing 03/18/1998 .00
at 3:00 pm
02/20/98 15.0 Next of Kin J Werner .00
J Werner
02/20/98 2.2 Waiver of Notice J Werner .00
J Werner
02/20/98 15.2 Guardians Acceptance .00
02/20/98 15.3 Affidavit of Additional Information .00
02/20/98 15.4 Guardians Credibility Application .00
02/20/98 soe Statement of Expert Evaluation .00
02/20/98 17a Attention Guardians .00
02/20/98 na Notice to Applicant/Acknowledgment J Werner .00
02/20/98 Receipt 088337 93.00
03/11/98 17.8 Investigators Report .00
03/11/98 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/11/98 16.5 Court Investigator Record of Service .00
03/11/98 ros Return of Service 6.80
03/11/98 aos Affidavit of Service .00
Eric Horvath to proposed ward and
Lee Spitzer on 3/6/98
03/18/98 igf Indigent Guardianship Fund 30.00
03/18/98 17n Entry Approving Magistrate's Decision 5.00
03/18/98 cosm Certificate of Service .00
- Re: Magistrate's Decision..to..
Applicant and Attorney for Applicant
Reg Mail to Ward & Adm Care Facility
03/18/98 17m Magistrate's Decision .00
Magistrate: Miller
03/18/98 17b Notice To Attorneys and Parties .00
03/18/98 17c Findings of Fact .00
03/18/98 17d Magistrate's Decision .00
Application for guardianship over the
estate will be held in abeyance and
may be heard on the filing of an appro-
03/18/98 17d priate motion .00
03/18/98 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WERNER, JEFFREY A. (fidy)
03/18/98 Receipt 090111 46.80
04/09/98 ar Audio Recording .00
3/18/98 MLM 22E-1 2162-2808
07/02/98 ci PHYSICAL INVENTORY .00
02/22/00 16k Notice to file Biennial Report 0025496 1.00
04/17/00 22n Guardian's Report 5.00
04/17/00 soe Statement of Expert Evaluation .00
Doctors signature: Joseph Banks, MD
04/17/00 Receipt 138573 6.00
06/05/00 ci PHYSICAL INVENTORY .00
05/29/01 ci PHYSICAL INVENTORY .00
03/21/02 16k Notice to file Biennial Report 0025496 1.00
05/24/02 22n Guardian's Report 5.00
05/24/02 soe Statement of Expert Evaluation .00
05/24/02 Receipt 184778 6.00
03/20/03 ci PHYSICAL INVENTORY - 2002 .00
04/27/04 16k Notice to file Biennial Report 0025496 1.00
06/22/04 ci PHYSICAL INVENTORY 2003 .00
06/30/04 22n Guardian's Report 5.00
06/30/04 soe Statement of Expert Evaluation .00
06/30/04 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
06/30/04 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
06/30/04 Receipt 228826 11.00
05/31/05 ci PHYSICAL INVENTORY 2005 .00
05/31/06 16k Notice to file Biennial Report 0025496 1.00
07/13/06 l LETTER:Return GDN Report and $6 Ck For .00
Money Order
07/19/06 22n Guardian's Report 5.00
07/19/06 Receipt 272062 6.00
07/20/06 22ni Investigator Review of Guardian's Report .00
03/19/07 ci PHYSICAL INVENTORY 2007 .00
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
06/24/08 16k Notice to File Sent To fidy 1.00
09/04/08 sn ***************SEE NOTES*************** .00
09/05/08 16m Citation to File sent to guar 5.00
09/05/08 vcos Certificate of Service for Virtual Mail .00
09/05/08 vcs Virtual Service Mail Sent 4.25
- JEFFREY A WERNER 121223
- Annual Report
09/08/08 22n Guardian's Report 5.00
09/08/08 Receipt 316072 15.25
09/09/08 22ni Investigator Review of Guardian's Report .00
10/07/08 vcmw Virtual Service Returned/NO SERVICE .00
- JEFFREY A WERNER / Unclaimed 121223
- Annual Report
10/07/08 att Attachments .00
03/02/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/11/09 16k Notice to File Sent To fidy 1.00
09/03/09 22n Guardian's Report 5.00
09/03/09 Receipt 336853 6.00
04/08/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/04/10 16k Notice to File Sent To fidy 1.00
09/02/10 22n Guardian's Report 5.00
09/02/10 Receipt 358474 6.00
09/13/10 22ni Investigator Review of Guardian's Report .00
02/03/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/03/11 16k Notice to File Sent To fidy 1.00
08/29/11 22n Guardian's Report 5.00
08/29/11 Receipt 379437 6.00
09/01/11 22ni Investigator Review of Guardian's Report .00
07/31/12 16k Notice to File Sent To fidy 1.00
09/19/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/04/12 22n Guardian's Report 5.00
10/04/12 Receipt 403014 6.00
11/26/12 22ni Investigator Review of Guardian's Report .00
09/05/13 16k Notice to File Sent To fidy 1.00
10/28/13 22n Guardian's Report 5.00
10/28/13 Receipt 424620 6.00
11/18/13 22ni Investigator Review of Guardian's Report .00
09/17/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/30/14 16k Notice to File Sent To fidy 1.00
11/26/14 22n Guardian's Report 5.00
11/26/14 Receipt 446007 6.00
12/09/14 22ni Investigator Review of Guardian's Report .00
06/09/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/28/15 16k Notice to File Sent To fidy 1.00
12/22/15 22n Guardian's Report 5.00
12/22/15 Receipt 467416 6.00
04/11/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/23/16 16k Notice to File Sent To fidy 1.00
11/30/16 22n Guardian's Report 5.00
12/01/16 Receipt 486938 6.00
12/16/16 22ni Investigator Review of Guardian's Report .00
06/01/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/31/17 16k Notice to File Sent To fidy 1.00
11/30/17 22n Guardian's Report 5.00
11/30/17 Receipt 506989 6.00
12/05/17 22ni Investigator Review of Guardian's Report .00
04/19/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/31/18 16k Notice to File Sent To fidy 1.00
11/23/18 22n Guardian's Report 5.00
11/23/18 Receipt 526598 6.00
12/05/18 22ni Investigator Review of Guardian's Report .00
08/09/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/21/19 l LETTER: to Jeffrey A. Werner .00
from Maureen C. Duffy
11/21/19 cos Certificate of Service .00
11/21/19 mo Magistrate's Order Scheduling Hearing Duffy .00
A non-oral hrg be set for 01/03/20 at
9:30 AM to consider transfer of
guardianship out of state.
01/07/20 l LETTER: to Clerk of the Superior Court .00
for Buncombe County
from Maureen C. Duffy
01/07/20 cos Certificate of Service .00
01/07/20 mo Provisional Order Transferring Duffy .00
Guardianship
04/13/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/18/20 cos Certificate of Service .00
05/18/20 50n Entry Terminating and Dispensing with Y .00
Final Account
WERNER, JEFFREY A. (fidy)
09/01/20 op stat only .00
09/01/20 l LETTER: to Maureen C. Duffy from Brian .00
T. Lawler
09/01/20 misc Provisional Order on Petition to .00
Accept Guardianship on Transfer from
Another State filed in Buncombe Cnty
North Carolina
09/02/20 l LETTER: to Brian T. Lawler, Esq from .00
George S. Tornik
09/02/20 99 Case Closed .00
BALANCE DUE .00
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