Case Docket

Case Number: 500989  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : HOFFMAN, ANNETTE
AKA :


Date Code Description Reference Receipt Cost
02/27/04 01 Case Number (Daily Reporter) 10.00
02/27/04 02 Forms 10.00
02/27/04 03 Docketing & Index 15.00
02/27/04 04 Computerized Legal Research 3.00
02/27/04 05 Computer Fee 10.00
02/27/04 07 Legal Aid Trust Fund 15.00
02/27/04 cb COST BILL .00
02/27/04 gcs Guardianship: Certified Mail Sent 27.00
02/27/04 17.0 Application for Appointment of Guardian 20.00
02/27/04 ge Entry Setting Hearing 04/19/2004 .00
10:00 a.m.
02/27/04 15.0 Next of Kin .00
02/27/04 15.2 Guardians Acceptance .00
02/27/04 15.3 Affidavit of Additional Information .00
02/27/04 15.4 Guardians Credibility Application .00
02/27/04 soe Statement of Expert Evaluation .00
02/27/04 Receipt 221548 110.00
02/27/04 2y Notice of Hearing of Hearing on .00
Application for Appointment of
Guardianship
02/27/04 gcs Guardianship: Certified Mail Sent .00
Louis Hoffman
02/27/04 gcs Guardianship: Certified Mail Sent .00
Craig Hoffman
02/27/04 gcs Guardianship: Certified Mail Sent .00
Molly Hoffman
02/27/04 gcs Guardianship: Certified Mail Sent .00
Mildred Hoffman
02/27/04 gcs Guardianship: Certified Mail Sent .00
Phillip Hoffman
02/27/04 gcs Guardianship: Certified Mail Sent .00
Judith Hoffman
03/03/04 cr Certified Mail Returned .00
Judith Hoffman
03/04/04 cr Certified Mail Returned .00
complete-Louis Hoffman
complete-Molly Hoffman
03/04/04 cr Certified Mail Returned .00
complete-Mildred Hoffman
03/05/04 cr Certified Mail Returned .00
Phillip Hoffman
03/08/04 cr Certified Mail Returned .00
Craig Hoffman
04/12/04 17.8 Investigator's Report K DUNHAM .00
04/12/04 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/12/04 16.5 Court Investigator Record of Service .00
04/12/04 aos Affidavit of Service 9.80
P/S K Dunham to Annette Hoffman on
3-12-04
04/19/04 cb COST BILL .00
04/19/04 igf Indigent Guardianship Fund 30.00
04/19/04 adl Additional Letters of Authority 5.00
04/19/04 17b Notice To Attorneys and Parties .00
04/19/04 17c Findings of Fact .00
04/19/04 17d Magistrate's Decision Patton .00
Bradley Hoffman is hereby appointed
guardian of the person and estate of
Annette Hoffman. Bond set at $2,818,000.
04/19/04 17n Entry Approving Magistrate's Decision 5.00
04/19/04 cos Certificate of Service .00
P/S to Applicant
04/19/04 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HOFFMAN, BRADLEY E. (fidy)
04/19/04 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 2818000.00 .00
PMN
Pat Bailey
04/19/04 att Attachments .00
04/19/04 bapm Bond Application for Palmer Miller .00
04/19/04 15.1 Waiver of Notice .00
Robert Hoffman
04/19/04 15.1 Waiver of Notice .00
Martin Hoffman
04/19/04 17ca Change of Address Information for .00
Guardianships
04/19/04 Receipt 224617 54.80
05/13/04 6.0 Inventory 1314128.97 7.00
05/13/04 6.1 Schedule of Assets R/E: 00.00 .00
05/13/04 att Attachments .00
05/13/04 1b Application to Reduce Bond 5.00
05/13/04 1be Entry to Reduce Bond 2629000.00 5.00
Oh Casualty
05/13/04 15a Application for Authority to Expend 10.00
Funds
05/13/04 15b Entry Authorizing Expenditure of Funds 3500.00 5.00
300.00
500.00
75.00
05/13/04 ex Extra Pages 500.00 .00
05/13/04 cc Certified Copy 1.00
05/13/04 15c Application to Release Funds .00
05/13/04 15d Entry Authorizing Release of Funds 5.00
Edward Jones Acct 5080629719 998717.82
Edward Jones IRA 221629.88
Lincoln National Life 55781.27
05/13/04 cc Certified Copy 1.00
05/13/04 Receipt 226131 39.00
06/15/04 1ca Application for Attorney Fees 5.00
06/15/04 1cb Entry Approving Attorney Fees 1128.75 5.00
203.80
06/15/04 fs Fee Schedule .00
06/15/04 Receipt 227908 10.00
06/16/04 dr Digital Record of Hearing KCP .00
04/19/2004 22?
Time: 10:09:23 - 10:28:37
07/02/04 app Application to place will on deposit .00
by Les Swinford
07/23/04 15a Application for Authority to Expend 10.00
Funds
07/23/04 15b Entry Authorizing Expenditure of Funds 2800.00 5.00
personal care services per month
& companionship
07/23/04 Receipt 230170 15.00
12/28/04 app Application To Affirm Guardian's .00
Decision Not To Contest Attorney-In-
Fact's Disclaimer
12/28/04 mem Memorandum in Support .00
12/28/04 eb Exhibit A .00
12/28/04 e Entry Approving Application 5.00
12/28/04 Receipt 238891 5.00
03/22/05 13k Notice to file Account 0003181 1.00
04/26/05 6a Amended Inventory 1259347.70 7.00
04/26/05 13a Fiduciary's Partial Account 01 22.00
04/26/05 13.1 Receipts and Disbursements .00
04/26/05 13.2 Assets Remaining in Fiduciary's Hands 1203953.18 .00
04/26/05 ex Extra Pages 2.00
04/26/05 1b Application to Reduce Bond 5.00
04/26/05 1be Entry to Reduce Bond 2516000.00 5.00
Palmer/Mille
04/26/05 Receipt 245646 42.00
04/26/05 1cd Application for Fiduciary Fees 5.00
04/26/05 1ce Entry Approving Fiduciary Fees 8305.37 5.00
Bradley Hoffman
04/26/05 fs Fee Schedule .00
04/26/05 1ca Application for Attorney Fees 5.00
04/26/05 1cb Entry Approving Attorney Fees 3381.25 5.00
Les Swinford, Jr. 115.47
04/26/05 fs Fee Schedule 1.00
04/26/05 Receipt 245670 21.00
04/27/05 13e Entry Setting Hearing on Account .00
06/07/05 13h Judgment entry approving partial account .00
06/22/05 ci PHYSICAL INVENTORY 2005 .00
03/21/06 16k Notice to file Biennial Report 0003181 1.00
03/28/06 13k Notice to file Account 0003181 1.00
04/14/06 13a Fiduciary's Partial Account 02 22.00
04/14/06 13.1 Receipts and Disbursements .00
04/14/06 13.2 Assets Remaining in Fiduciary's Hands 1177728.25 .00
04/14/06 ex Extra Pages 27.00
04/14/06 1ca Application for Attorney Fees 5.00
04/14/06 1cb Entry Approving Attorney Fees 4615.75 5.00
Les Swinford, Jr. 68.89
04/14/06 fs Fee Schedule 3.00
04/14/06 1cd Application for Fiduciary Fees 5.00
04/14/06 1ce Entry Approving Fiduciary Fees 8977.44 5.00
Bradley Hoffman
04/14/06 fs Fee Schedule .00
04/14/06 Receipt 266594 74.00
04/17/06 13e Entry Setting Hearing on Account .00
05/24/06 22n Guardian's Report 5.00
05/24/06 soe Statement of Expert Evaluation .00
05/24/06 Receipt 269004 5.00
05/25/06 22ni Investigator Review of Guardian's Report .00
05/30/06 13h Judgment entry approving partial account .00
03/19/07 13k Notice to file Account 0003181 1.00
04/24/07 13a Fiduciary's Partial Account 03 22.00
04/24/07 13.1 Receipts and Disbursements .00
04/24/07 13.2 Assets Remaining in Fiduciary's Hands 1159404.57 .00
04/24/07 ex Extra Pages 15.00
04/24/07 1ca Application for Attorney Fees 5.00
04/24/07 1cb Entry Approving Attorney Fees 5457.50 5.00
Les Swinford 102.4
04/24/07 fs Fee Schedule .00
04/24/07 ex Extra Pages 5.00
04/24/07 1cd Application for Fiduciary Fees 5.00
04/24/07 1ce Entry Approving Fiduciary Fees 9301.96 5.00
Bradley Hoffman
04/24/07 fs Fee Schedule .00
04/24/07 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
04/24/07 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
04/24/07 Receipt 287692 68.00
04/25/07 13e Entry Setting Hearing on Account .00
06/05/07 13h Judgment entry approving partial account .00
09/25/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
03/25/08 13k Notice to File Account 0003181 1.00
04/09/08 13a Fiduciary's Partial Account 04 22.00
04/09/08 13.1 Receipts and Disbursements .00
04/09/08 13.2 Assets Remaining in Fiduciary's Hands 1060366.45 .00
04/09/08 ex Extra Pages 9.00
04/09/08 1ca Application for Attorney Fees 5.00
04/09/08 1cb Entry Approving Attorney Fees 4412.25 5.00
Les Swinford, Jr. 92.60
04/09/08 fs Fee Schedule 1.00
04/09/08 22n Guardian's Report 5.00
04/09/08 1cd Application for Fiduciary Fees 5.00
04/09/08 1ce Entry Approving Fiduciary Fees 8451.82 5.00
Bradley Hoffman
04/09/08 fs Fee Schedule .00
04/09/08 Receipt 307126 58.00
04/10/08 13e Entry Setting Hearing on Account .00
04/11/08 22ni Investigator Review of Guardian's Report .00
05/21/08 13h Judgment entry approving partial account .00
11/13/08 15a Application for Authority to Expend 3800.00 10.00
Funds 4500.00
per month to the Woodlans & Joe A. Smith
Heavenly Sent Health Care
11/13/08 1e Entry Setting Hearing 01/09/2009 5.00
9:30 am
11/13/08 Receipt 319954 15.00
01/09/09 cr Certified Mail Returned .00
complete-Rosalie Waterman
01/09/09 eb Exhibit A .00
01/09/09 dr Digital Record of Hearing KCP .00
01/09/2009 22-D
Time: 9:46:17 a.m.-10:13:40 a.m.
01/21/09 17d Magistrate's Decision Patton .00
The Magistrate finds proper evidence was
presented to find the monthly
expenditure to Heavenly Sent of
01/21/09 ex $4500.00 & the monthly fee to Woodlands .00
in the amount of $3800 both in the best
interests of the ward, Annette Hoffman,
for her care & hereby authorizes the
01/21/09 ex guardian to expend funds accordingly. .00
01/21/09 17b Notice To Attorneys and Parties .00
01/21/09 17c Findings of Fact .00
01/21/09 17n Entry Approving Magistrate's Decision 5.00
01/21/09 cos Certificate of Service .00
03/10/09 13k Notice to File Account 0003181 1.00
03/10/09 16k Notice to File 0003181 1.00
03/24/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/14/09 22n Guardian's Report 5.00
04/14/09 13a Fiduciary's Partial Account 5 22.00
04/14/09 13.1 Receipts and Disbursements .00
04/14/09 13.2 Assets Remaining in Fiduciary's Hands 816900.58 .00
04/14/09 ex Extra Pages 18.00
04/14/09 1ca Application for Attorney Fees 5.00
04/14/09 1cb Entry Approving Attorney Fees 4273.75 5.00
Les Swinford, Jr. 90.70
04/14/09 fs Fee Schedule 2.00
04/14/09 1cd Application for Fiduciary Fees 5.00
04/14/09 1ce Entry Approving Fiduciary Fees 7043.57 5.00
Bradley E. Hoffman
04/14/09 fs Fee Schedule .00
04/14/09 Receipt 328472 74.00
04/14/09 nc Notice of Change of Address of: .00
- Bradley Hoffman, Guardian
2261 Waters Edge Blvd
Columbus OH 43209
04/15/09 22ni Investigator Review of Guardian's Report .00
04/15/09 13e Entry Setting Hearing on Account .00
05/26/09 13h Judgment Entry Approving Partial Account .00
12/01/09 nc Notice of Change of Address of: .00
Guardian-811 Frances Ave.
Cols. Oh 43209
03/16/10 13k Notice to File Account 0003181 1.00
03/16/10 16k Notice to File 0003181 1.00
04/13/10 22n Guardian's Report 5.00
04/13/10 1ca Application for Attorney Fees 5.00
04/13/10 1cb Entry Approving Attorney Fees 3860.00 5.00
Les Swinford, Jr. 84.00
04/13/10 fs Fee Schedule 1.00
04/13/10 1cd Application for Fiduciary Fees 5.00
04/13/10 1ce Entry Approving Fiduciary Fees 7029.54 5.00
Bradley E. Hoffman
04/13/10 fs Fee Schedule .00
04/13/10 Receipt 349473 28.00
04/14/10 13a Fiduciary's Partial Account 6 22.00
04/14/10 13.1 Receipts and Disbursements .00
04/14/10 13.2 Assets Remaining in Fiduciary's Hands 966640.82 .00
04/14/10 ex Extra Pages 1.00
04/14/10 Receipt 349626 23.00
04/15/10 13e Entry Setting Hearing on Account .00
04/22/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/05/10 22ni Investigator Review of Guardian's Report .00
05/26/10 13h Judgment Entry Approving Partial Account .00
02/10/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/15/11 13k Notice to File Account 0003181 1.00
03/15/11 16k Notice to File 0003181 1.00
04/21/11 1b Application to Reduce Bond 5.00
04/21/11 1be Entry to Reduce Bond 1580000.00 5.00
Palmer/Mille
04/21/11 13a Fiduciary's Partial Account 07 22.00
04/21/11 13.1 Receipts and Disbursements .00
04/21/11 13.2 Assets Remaining in Fiduciary's Hands 752975.27 .00
04/21/11 ex Extra Pages 1.00
04/21/11 cpi Confidential Personal Identifiers .00
04/21/11 1ca Application for Attorney Fees 5.00
04/21/11 1cb Entry Approving Attorney Fees 5170.00 5.00
Les Swinford, Jr.
04/21/11 fs Fee Schedule 2.00
04/21/11 1cd Application for Fiduciary Fees 5.00
04/21/11 1ce Entry Approving Fiduciary Fees 5.00
Bradley Hoffman 7102.12
04/21/11 fs Fee Schedule .00
04/21/11 22n Guardian's Report 5.00
04/21/11 Receipt 371773 62.00
04/22/11 13e Entry Setting Hearing on Account .00
04/25/11 22ni Investigator Review of Guardian's Report .00
06/02/11 13h Judgment Entry Approving Partial Account .00
08/18/11 15c Application to Release Funds .00
08/18/11 15d Entry Authorizing Release of Funds 8909.42 5.00
08/18/11 cc Certified Copy 1.00
08/18/11 6.b Report of Newly Discovered Assets 7.00
08/18/11 6.be Entry Approving Report of Newly 8909.42 5.00
Assets
08/18/11 1ae Entry Increasing Bond 18000.00 5.00
Palmer/Mille
08/18/11 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 1598000.00 .00
Palmer/Mille
R Prater
08/18/11 bapm Bond Application for Palmer Miller .00
08/18/11 Receipt 378878 23.00
12/15/11 nc Notice of Change of Address of: .00
guardians new address
2555 Berwick Blvd
Columbus Ohio 43209
03/26/12 13k Notice to File Account 0003181 1.00
03/26/12 16k Notice to File 0003181 1.00
04/11/12 1ca Application for Attorney Fees 5.00
04/11/12 1cb Entry Approving Attorney Fees 4490.00 5.00
Les Swinford, Jr. 78.20
04/11/12 fs Fee Schedule 2.00
04/11/12 cc Certified Copy 1.00
04/11/12 1cd Application for Fiduciary Fees 5.00
04/11/12 1ce Entry Approving Fiduciary Fees 6906.23 5.00
Bradley Hoffman
04/11/12 fs Fee Schedule .00
04/11/12 13a Fiduciary's Partial Account 08 22.00
04/11/12 13.1 Receipts and Disbursements .00
04/11/12 13.2 Assets Remaining in Fiduciary's Hands 769924.58 .00
04/11/12 ex Extra Pages 2.00
04/11/12 cpi Confidential Personal Identifiers .00
04/11/12 Receipt 392580 49.00
04/12/12 13e Entry Setting Hearing on Account .00
05/23/12 13h Judgment Entry Approving Partial Account .00
06/12/12 50m Application to Terminate 10.00
06/12/12 dc Death Certificate .00
06/12/12 50p Entry Terminating and Ordering Final 08/13/2012 5.00
Account
06/12/12 Receipt 396229 15.00
07/17/12 13k Notice to File Account 0003181 1.00
08/09/12 1ca Application for Attorney Fees 5.00
08/09/12 1cb Entry Approving Attorney Fees 2850.00 5.00
Bradley Hoffman 77.00
08/09/12 fs Fee Schedule .00
08/09/12 1cd Application for Fiduciary Fees 5.00
08/09/12 1ce Entry Approving Fiduciary Fees 4840.03 5.00
Bradley Hoffman
08/09/12 fs Fee Schedule .00
08/09/12 13.0 Fiduciary's Final Account 09 22.00
08/09/12 13.1 Receipts and Disbursements 0.00 .00
08/09/12 ex Extra Pages 1.00
08/09/12 Receipt 399750 44.00
08/10/12 13e Entry Setting Hearing on Account .00
09/20/12 13i Judgment Entry Approving Final Account .00
09/20/12 dp Docket Page .00
BALANCE DUE .00
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