Case Docket

Case Number: 518167  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: EO  ESTATE ONLY
Name : KLECKNER, M. JEAN
AKA :

Date Code Description Reference Receipt Cost
09/05/06 01 Case Number (Daily Reporter) 10.00
09/05/06 02 Forms 10.00
09/05/06 03 Docketing & Index 15.00
09/05/06 04 Computerized Legal Research 3.00
09/05/06 05 Computer Fee 10.00
09/05/06 07 Legal Aid Trust Fund 26.00
09/05/06 08 Dispute Resolution Fund 10.00
09/05/06 gi Guardianship Investigator's Expense 75.00
09/05/06 17.0 Application for Appointment of Guardian 20.00
09/05/06 ge Entry Setting Hearing 10/26/2006 .00
9:00 am
09/05/06 15.0 Next of Kin .00
09/05/06 15.2 Guardians Acceptance .00
09/05/06 15.3 Affidavit of Additional Information .00
09/05/06 15.4 Guardians Credibility Application .00
09/05/06 17ca Change of Address Information for .00
Guardianships
09/05/06 cb COST BILL .00
09/05/06 Receipt 274977 179.00
09/06/06 soe Statement of Expert Evaluation Original .00
09/07/06 1da Application for Continuance of Hearing .00
09/07/06 1de Entry Continuing Hearing 11/02/2006 5.00
10:00 am
09/07/06 Receipt 275156 5.00
09/19/06 17.8 Investigator's Report Eric Horvath .00
09/19/06 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/19/06 16.5 Court Investigator Record of Service Eric Horvath .00
09/19/06 aos Affidavit of Service 7.60
11/02/06 cb COST BILL .00
11/02/06 igf Indigent Guardianship Fund 30.00
11/02/06 adl Additional Letters of Authority 2.00
11/02/06 17d Magistrate's Decision Giorgione .00
Daniel G. Rohletter is appointed
guardian of the estate, bond is set at
693000.00
11/02/06 17b Notice To Attorneys and Parties .00
11/02/06 17c Findings of Fact .00
11/02/06 17n Entry Approving Magistrate's Decision 5.00
11/02/06 cos Certificate of Service .00
p/s to applicant, atty for applicant
mail to adm of nursing home
11/02/06 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
ROHLETTER, DANIEL G. (fidy)
11/02/06 4.2 Fiduciary's Bond/ RLI Surety 693000.00 .00
CBS
F Duffy
11/02/06 att Attachments .00
creditability & signature pages
11/02/06 bacb Bond Application for CBS Agency .00
11/02/06 15.1 Waiver of Notice .00
Christopher McCombs
11/02/06 Receipt 278236 49.60
11/02/06 6.0 Inventory 406323.26 7.00
11/02/06 15a Application for Authority to Expend 10.00
Funds
11/02/06 15b Entry Authorizing Expenditure of Funds 6124.00/mo 5.00
11/02/06 eb Exhibit A .00
11/02/06 cc Certified Copy 1.00
11/02/06 Receipt 278238 23.00
11/06/06 51d Motion to Allow Gifting .00
11/06/06 1e Entry Setting Hearing 11/22/2006 5.00
2:00 pm
11/06/06 eb Exhibits A thru D 22.00
11/06/06 1ca Application for Attorney Fees 11326.50 5.00
Carlile Patchen & Murphy LLP 326.20
11/06/06 1cb Entry Approving Attorney Fees 5.00
11/06/06 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/06/06 1ca Application for Attorney Fees 5.00
11/06/06 1cb Entry Approving Attorney Fees 495.00 5.00
Carlile Patchen & Murphy LLP 6.90
11/06/06 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/06/06 15a Application for Authority to Expend 10.00
Funds
11/06/06 15b Entry Authorizing Expenditure of Funds 11652.70 5.00
fees 501.90
11/06/06 fs Fee Schedule .00
11/06/06 fs Fee Schedule 5.00
11/06/06 Receipt 278446 67.00
11/07/06 c1 Waiver and Consent to Application For .00
Approval To Gift Ward's Funds
Christopher McCombs
11/07/06 51e Entry Allowing Gifting 5.00
11/07/06 cc Certified Copy 1.00
11/07/06 Receipt 278502 6.00
01/04/07 15a Application for Authority to Expend 10.00
Funds
01/04/07 15b Entry Authorizing Expenditure of Funds 5296.00 5.00
financial management annual fees
01/04/07 att Attachments .00
01/04/07 cc Certified Copy 1.00
01/04/07 Receipt 281414 16.00
03/23/07 50a Motion for Instructions .00
03/23/07 eb Exhibits A & B .00
03/23/07 1e Entry Setting Hearing 05/02/2007 5.00
instructions 3:00 pm
03/23/07 Receipt 285907 5.00
03/30/07 50a Motion for Instructions amended .00
03/30/07 eb Exhibit A & B .00
03/30/07 2.2 Waiver of Notice .00
Daniel G. Rohletter
03/30/07 1e Entry Setting Hearing 05/02/2007 5.00
amended application for instructions 3:00 pm
03/30/07 Receipt 286309 5.00
04/17/07 15a Application for Authority to Expend 10.00
Funds
04/17/07 15b Entry Authorizing Expenditure of Funds 400.00 5.00
tax payments
04/17/07 cc Certified Copy 1.00
04/17/07 Receipt 287360 16.00
04/30/07 2.1 Notice to remove application for .00
Instructions from Hearing Docket
04/30/07 e Entry authorizing Guardian to Remove 5.00
his Application for Instructions as
amended from the hearing docket
09/21/07 15a Application for Authority to Expend 10.00
Funds
09/21/07 15b Entry Authorizing Expenditure of Funds 5.00
- $1,732.80
09/21/07 att Attachment .00
09/21/07 cc Certified Copy 1.00
09/21/07 Receipt 296283 21.00
10/03/07 13k Notice to file Account 0072407 1.00
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
11/05/07 1cd Application for Fiduciary Fees 5.00
11/05/07 1cd Application for Fiduciary Fees 7928.10 5.00
Carlile Patchen & Murphy LLP 2.35
11/05/07 1cc Consent to Guardian Fees .00
Daniel G. Rohletter
11/05/07 fs Fee Schedule 9.00
11/05/07 1ca Application for Attorney Fees 17485.00 5.00
Carlile Patchen & Murphy LLP 864.21
11/05/07 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/05/07 fs Fee Schedule 9.00
11/05/07 1cd Application for Fiduciary Fees 5.00
Extraordinary
Daniel G. Rohletter 7588.90
11/05/07 fs Fee Schedule 8.00
11/05/07 1e Entry Setting Hearing 5.00
atty fees & extraordianry guardian fees
11/05/07 c Copy .05
11/05/07 Receipt 298687 52.05
11/06/07 6a Amended Inventory 425034.36 7.00
11/06/07 13a Fiduciary's Partial Account 01 22.00
11/06/07 13.1 Receipts and Disbursements .00
11/06/07 13.2 Assets Remaining in Fiduciary's Hands 390470.37 .00
11/06/07 Receipt 298789 29.00
11/07/07 13e Entry Setting Hearing on Account .00
11/20/07 13d Waiver of Notice of Hearing on Account .00
- Christopher McCombs
12/05/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/19/07 13h Judgment entry approving partial account .00
01/02/08 dr Digital Record of Hearing KCP .00
01/02/2008 22D
Time: 2:03:05-2:36:17 p.m.
02/29/08 17b Notice To Attorneys and Parties .00
02/29/08 17c Findings of Fact .00
02/29/08 17d Magistrate's Decision KCP .00
Attorney fees found reasonable and
beneficial to the ward are hereby
allowed in the amount of $12,397.00
02/29/08 ex and costs in the amount of $864.21 .00
Extraordinary guardians fees shall be
allowed in the amount of $ 1,441.00.
Said fees and costs shall be allowed out
02/29/08 ex of the assets of the guardianship of .00
M.Jean Kleckner
02/29/08 cos Certificate of Service .00
02/29/08 gcs Guardianship: Certified Mail Sent 5.25
Jane Higginss Marx 3 1754
03/07/08 cr Certified Mail Returned .00
complete-Jane Higgins Marx
03/14/08 m18ob Objections to Magistrates' Decision .00
Dated February 29, 2008
03/14/08 cos Certificate of Service .00
03/14/08 1e Entry Setting Hearing 04/22/2008 5.00
9:00 am
03/14/08 Receipt 305540 10.25
04/04/08 15a Application for Authority to Expend 10.00
Funds
04/04/08 15b Entry Authorizing Expenditure of Funds 5.00
Annual Fees for Ward 3519.00
04/04/08 att Attachments .00
04/04/08 cc Certified Copy 1.00
04/04/08 Receipt 306849 16.00
04/22/08 dr Digital Record of Hearing .00
04/22/2008 Judge's Chambers
Time: 8:52:33 a.m.-9:16:45 a.m.
04/22/08 dr Digital Record of Hearing .00
04/22/2008 Judge's Chambers
8:52:33 a.m.-9:16:45 a.m.
04/22/08 jd Judge's Decision 5.00
04/22/08 cos Certificate of Service .00
05/21/08 15a Application for Authority to Expend 10.00
Funds
05/21/08 15b Entry Authorizing Expenditure of Funds 5.00
Property Taxes 2312.00
05/21/08 cc Certified Copy 1.00
05/21/08 15a Application for Authority to Expend 10.00
Funds
05/21/08 15b Entry Authorizing Expenditure of Funds 5.00
Mo. Expenses for the Ward 6195.50 mo
05/21/08 att Attachments .00
05/21/08 cc Certified Copy 1.00
05/21/08 Receipt 309539 37.00
05/21/08 Pay out made through bookkeeper # 0000034745 .00
ACCT #: 000000000209 38.00
08/12/08 15a Application for Authority to Expend 10.00
Funds
08/12/08 15b Entry Authorizing Expenditure of Funds 5.00
payments for financial planning 2680.00
08/12/08 att Attachments .00
08/12/08 cc Certified Copy 1.00
08/12/08 Receipt 314337 16.00
10/06/08 16ek eNotice to File 0072407 .00
10/07/08 13ek eNotice to File Account 0072407 .00
11/05/08 1cd Application for Fiduciary Fees 5.00
11/05/08 1ce Entry Approving Fiduciary Fees 5.00
Daniel G. Rohletter 6688.62
11/05/08 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/05/08 fs Fee Schedule .00
11/05/08 15a Application for Authority to Expend 10.00
Funds
11/05/08 15b Entry Authorizing Expenditure of Funds 5.00
Guardian Fees 6688.62
11/05/08 22n Guardian's Report 5.00
11/05/08 soe Statement of Expert Evaluation .00
11/05/08 13a Fiduciary's Partial Account 2 22.00
11/05/08 13.1 Receipts and Disbursements .00
11/05/08 13.2 Assets Remaining in Fiduciary's Hands 323964.42 .00
11/05/08 ex Extra Pages 2.00
11/05/08 Receipt 319537 54.00
11/06/08 13e Entry Setting Hearing on Account .00
11/12/08 1ca Application for Attorney Fees Supplemental 5.00
11/12/08 1cb Entry Approving Attorney Fees 5.00
Carlile Patchen & Murphy 1025.00
11/12/08 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/12/08 fs Fee Schedule .00
11/12/08 15a Application for Authority to Expend 10.00
Funds
11/12/08 15b Entry Authorizing Expenditure of Funds 5.00
Legal Fees 1025.00
11/12/08 1ca Application for Attorney Fees 5.00
11/12/08 1cb Entry Approving Attorney Fees 5.00
Carlile Patchen & Murphy 9515.50
485.66
11/12/08 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/12/08 fs Fee Schedule 4.00
11/12/08 15a Application for Authority to Expend 10.00
Funds
11/12/08 15b Entry Authorizing Expenditure of Funds 5.00
LEgal Fees 10001.16
11/12/08 Receipt 319910 54.00
11/26/08 22ni Investigator Review of Guardian's Report .00
12/18/08 13h Judgment entry approving partial account .00
02/09/09 1b Application to Reduce Bond 5.00
02/09/09 1be Entry to Reduce Bond 498029.00 5.00
CBS
02/09/09 15a Application for Authority to Expend 282.70 10.00
Funds 1089.51
35.00
02/09/09 eb Exhibit A .00
02/09/09 15a Application for Authority to Expend 1732.50 10.00
Funds NUNC PRO TUNC 282.70
1089.51
35.00
02/09/09 1e Entry Setting Hearing 03/23/2009 5.00
8:30 am
02/09/09 Receipt 324653 35.00
03/12/09 15a Application for Authority to Expend 10.00
Funds
03/12/09 15b Entry Authorizing Expenditure of Funds 5.00
monthly expenses, taxes, 282.70
1089.51
35.00
03/12/09 att Attachments .00
03/12/09 cc Certified Copy 1.00
03/12/09 Receipt 326568 16.00
03/31/09 e Entry Cancelling Hearing 5.00
04/01/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/05/09 adl Additional Letters of Authority 1.00
05/05/09 Receipt 329708 6.00
05/18/09 15a Application for Authority to Expend Amended 10.00
Funds
05/18/09 15b Entry Authorizing Expenditure of Funds 282.70 5.00
property taxes, custodial fee 1089.51
35.00
05/18/09 eb Exhibit A .00
05/18/09 Receipt 330442 15.00
10/06/09 13ek eNotice to File Account 0072407 .00
10/06/09 16ek eNotice to File 0072407 .00
11/04/09 13a Fiduciary's Partial Account 03 22.00
11/04/09 13.1 Receipts and Disbursements .00
11/04/09 13.2 Assets Remaining in Fiduciary's Hands 280385.27 .00
11/04/09 ex Extra Pages 1.00
11/04/09 22n Guardian's Report 5.00
11/04/09 soe Statement of Expert Evaluation .00
11/04/09 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
11/04/09 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
11/04/09 1b Application to Reduce Bond 5.00
11/04/09 1be Entry to Reduce Bond 410871.00 5.00
CBS
11/04/09 Receipt 340400 43.00
11/05/09 13e Entry Setting Hearing on Account .00
11/13/09 22ni Investigator Review of Guardian's Report .00
11/19/09 1ca Application for Attorney Fees 5.00
11/19/09 1cb Entry Approving Attorney Fees 5.00
Carlile Patchen & Murphy 10391.00
280.53
11/19/09 1cc Consent to Attorney Fees .00
Danile G. Rohletter
11/19/09 fs Fee Schedule .00
11/19/09 ex Extra Pages 4.00
11/19/09 1cd Application for Fiduciary Fees 5.00
11/19/09 1ce Entry Approving Fiduciary Fees 5.00
Danile G. Rohletter 5538.30
11/19/09 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/19/09 fs Fee Schedule 8.00
11/19/09 15a Application for Authority to Expend 10.00
Funds
11/19/09 15b Entry Authorizing Expenditure of Funds 5.00
Atty fees 10671.53
11/19/09 cc Certified Copy 1.00
11/19/09 15a Application for Authority to Expend 10.00
Funds
11/19/09 15b Entry Authorizing Expenditure of Funds 5.00
Guardian's Fees 5538.30
11/19/09 cc Certified Copy 1.00
11/19/09 15a Application for Authority to Expend 10.00
Funds
11/19/09 15b Entry Authorizing Expenditure of Funds 5.00
IRS prep 1015.00
11/19/09 att Attachments .00
11/19/09 cc Certified Copy 1.00
11/19/09 Receipt 341244 80.00
12/17/09 13h Judgment Entry Approving Partial Account .00
03/02/10 15a Application for Authority to Expend 10.00
Funds
03/02/10 15b Entry Authorizing Expenditure of Funds 5.00
Trustee Fees 700.00
03/02/10 Receipt 346921 15.00
06/24/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/05/10 13ek eNotice to File Account 0072407 .00
10/05/10 16ek eNotice to File 0072407 .00
11/05/10 15a Application for Authority to Expend 10.00
Funds
11/05/10 15b Entry Authorizing Expenditure of Funds 6963.14 5.00
Legal fees to Carlile Patchen & Murphy
11/05/10 15a Application for Authority to Expend 10.00
Funds
11/05/10 15b Entry Authorizing Expenditure of Funds 5488.11 5.00
guardian compensation to Daniel G.
Rohletter
11/05/10 15a Application for Authority to Expend 10.00
Funds
11/05/10 15b Entry Authorizing Expenditure of Funds 1261.00 5.00
preparation of income tax returns 2009
Carlile Patchen & Murphy LLP
11/05/10 att Attachments .00
11/05/10 1cd Application for Fiduciary Fees 5.00
11/05/10 1ce Entry Approving Fiduciary Fees 5488.00 5.00
Daniel G. Rohletter
11/05/10 1cc Consent to Guardian Fees .00
Daniel G. Rohletter
11/05/10 fs Fee Schedule .00
11/05/10 1b Application to Reduce Bond 5.00
11/05/10 1be Entry to Reduce Bond 361066.82 5.00
CBS
11/05/10 1ca Application for Attorney Fees 5.00
11/05/10 1cb Entry Approving Attorney Fees 6746.00 5.00
Carlile Patchen & Murphy LLP 220.14
11/05/10 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/05/10 fs Fee Schedule 1.00
11/05/10 13a Fiduciary's Partial Account 04 22.00
11/05/10 13.1 Receipts and Disbursements .00
11/05/10 13.2 Assets Remaining in Fiduciary's Hands 205823.04 .00
11/05/10 ex Extra Pages 3.00
11/05/10 22n Guardian's Report 5.00
11/05/10 att Attachments .00
11/05/10 Receipt 362141 106.00
11/08/10 13e Entry Setting Hearing on Account .00
12/14/10 22ni Investigator Review of Guardian's Report .00
12/20/10 13h Judgment Entry Approving Partial Account .00
01/20/11 15a Application for Authority to Expend 10.00
Funds
01/20/11 15b Entry Authorizing Expenditure of Funds 5.00
trustee fees 900.00
01/20/11 att Attachments .00
01/20/11 cc Certified Copy 1.00
01/20/11 Receipt 366163 16.00
02/16/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/13/11 13ek eNotice to File Account 0072407 .00
10/13/11 16ek eNotice to File 0072407 .00
11/03/11 22n Guardian's Report 5.00
11/03/11 att Attachments .00
11/03/11 1b Application to Reduce Bond 5.00
11/03/11 1be Entry to Reduce Bond 303018.82 5.00
CBS
11/03/11 13a Fiduciary's Partial Account 05 22.00
11/03/11 13.1 Receipts and Disbursements .00
11/03/11 13.2 Assets Remaining in Fiduciary's Hands 226459.41 .00
11/03/11 ex Extra Pages 3.00
11/03/11 cpi Confidential Personal Identifiers .00
11/03/11 1cd Application for Fiduciary Fees 5.00
Daniel G. Rohletter 5599.22
11/03/11 1cc Consent to Guardian Fees .00
Daniel G. Rohletter
11/03/11 fs Fee Schedule 1.00
11/03/11 1ca Application for Attorney Fees 5.00
Carlile Patchen & Murphy LLP 5219.00
202.56
11/03/11 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/03/11 fs Fee Schedule .00
11/03/11 1e Entry Setting Hearing 12/21/2011 5.00
atty & guardian fees, tax preparation 2:00 pm
11/03/11 15a Application for Authority to Expend 591.00 10.00
Funds
tax preparation to Carlile Patchen
& Murphy LLP
11/03/11 att Attachments .00
11/03/11 Receipt 383334 66.00
11/04/11 13e Entry Setting Hearing on Account .00
12/16/11 22ni Investigator Review of Guardian's Report .00
12/19/11 13h Judgment Entry Approving Partial Account .00
12/21/11 1cb Entry Approving Attorney Fees 5.00
03/07/12 15a Application for Authority to Expend 10.00
Funds
03/07/12 15b Entry Authorizing Expenditure of Funds 900.00 5.00
gift to Park Natl Bank
03/07/12 att Attachments .00
03/07/12 cc Certified Copy 1.00
03/07/12 Receipt 390421 21.00
10/09/12 13ek eNotice to File Account 0072407 .00
10/09/12 16ek eNotice to File 0072407 .00
10/29/12 22n Guardian's Report 5.00
10/29/12 13a Fiduciary's Partial Account 06 22.00
10/29/12 13.1 Receipts and Disbursements .00
10/29/12 13.2 Assets Remaining in Fiduciary's Hands 204286.27 .00
10/29/12 Receipt 404236 27.00
10/30/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/30/12 13e Entry Setting Hearing on Account .00
11/01/12 22ni Investigator Review of Guardian's Report .00
11/14/12 1cd Application for Fiduciary Fees 5.00
11/14/12 1ce Entry Approving Fiduciary Fees 5414.26 5.00
Jane Higgins 2.00
11/14/12 1cc Consent to Guardian Fees .00
Daniel G Rohletter
11/14/12 fs Fee Schedule 3.00
11/14/12 1ca Application for Attorney Fees 5.00
11/14/12 1cb Entry Approving Attorney Fees 5903.00 5.00
Jane Higgins Marx 147.06
11/14/12 1cc Consent to Attorney Fees .00
Daniel G Rohletter
11/14/12 fs Fee Schedule .00
11/14/12 15bn Entry Authorizing Expenditure of Funds 910.62 5.00
(Non-Custodial)
federal and ohio individual income tax
return
11/14/12 cc Certified Copy 1.00
11/14/12 Receipt 405130 39.00
11/14/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/10/12 13h Judgment Entry Approving Partial Account .00
10/01/13 13ek eNotice to File Account 0072407 .00
10/01/13 16ek eNotice to File 0072407 .00
10/29/13 13a Fiduciary's Partial Account 07 22.00
10/29/13 13.1 Receipts and Disbursements .00
10/29/13 13.2 Assets Remaining in Fiduciary's Hands 183279.57 .00
10/29/13 22n Guardian's Report 5.00
10/29/13 1b Application to Reduce Bond 5.00
10/29/13 1be Entry to Reduce Bond 223359.14 5.00
cbs
10/29/13 Receipt 424737 37.00
10/30/13 13e Entry Setting Hearing on Account .00
11/07/13 22ni Investigator Review of Guardian's Report .00
11/15/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/15/13 15bn Entry Authorizing Expenditure of Funds 6311.00 5.00
(Non-Custodial)
11/15/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/15/13 15bn Entry Authorizing Expenditure of Funds 961.00 5.00
(Non-Custodial)
11/15/13 att Attachments .00
11/15/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/15/13 15bn Entry Authorizing Expenditure of Funds 5358.00 5.00
(Non-Custodial)
11/15/13 1cd Application for Fiduciary Fees 5.00
11/15/13 1ce Entry Approving Fiduciary Fees 5358.00 5.00
Daniel G. Rohletter
11/15/13 1cc Consent to Guardian Fees .00
Daniel G. Rohletter
11/15/13 fs Fee Schedule .00
11/15/13 1ca Application for Attorney Fees 5.00
11/15/13 1cb Entry Approving Attorney Fees 6227.00 5.00
Carlile Patchen & Murphy LLP 84.00
11/15/13 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/15/13 fs Fee Schedule .00
11/15/13 Receipt 425733 65.00
12/10/13 13h Judgment Entry Approving Partial Account .00
06/23/14 md MOTION DOCKET: Application For .00
Authority To Enter Into Contract For
Termination of Trust
06/23/14 mem Memorandum in Support .00
06/23/14 att Attachments 42.00
06/23/14 Receipt 437459 42.00
09/12/14 1ae Entry Increasing Bond 98000.00 5.00
CBS
09/12/14 4.2 Fiduciary's Bond/RLI Ins Co. 321359.14 .00
CBS
Frank Duffy
09/12/14 bacb Bond Application for CBS Agency .00
09/12/14 Receipt 441964 5.00
09/30/14 13ek eNotice to File Account 0072407 .00
09/30/14 16ek eNotice to File 0072407 .00
10/27/14 app Application For Authority To Enter .00
Into Contract For Termination Of Trust
and Reuest For Status Conference
10/27/14 1e Entry Setting Hearing 12/22/2014 5.00
2pm
10/27/14 Receipt 444284 5.00
10/28/14 1b Application to Reduce Bond 5.00
10/28/14 1be Entry to Reduce Bond 264000.00 5.00
CBS
10/28/14 22n Guardian's Report 5.00
10/28/14 13a Fiduciary's Partial Account 08 22.00
10/28/14 13.1 Receipts and Disbursements .00
10/28/14 13.2 Assets Remaining in Fiduciary's Hands 131700.56 .00
10/28/14 ex Extra Pages 5.00
10/28/14 Receipt 444320 42.00
10/29/14 13e Entry Setting Hearing on Account .00
11/05/14 17d Magistrate's Decision-The application to Duffy .00
enter into contract for the
termination of trust be GRANTED
11/05/14 17b Notice To Attorneys and Parties .00
11/05/14 17c Findings of Fact .00
11/05/14 cos Certificate of Service .00
11/06/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/14/14 1b Application to Reduce Bond amended 5.00
11/14/14 1be Entry to Reduce Bond 264000.00 5.00
CBS
11/14/14 1ca Application for Attorney Fees 5.00
Carlile patchen & Murphy LLP 12380.50
349.75
11/14/14 1cc Consent to Attorney Fees .00
Daniel G. Rohletter
11/14/14 fs Fee Schedule 2.00
11/14/14 1cd Application for Fiduciary Fees 5.00
11/14/14 1ce Entry Approving Fiduciary Fees 4501.18 5.00
Daniel G. Rohletter
11/14/14 1cc Consent to Guardian Fees .00
11/14/14 fs Fee Schedule 2.00
11/14/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/14/14 15bn Entry Authorizing Expenditure of Funds 4501.18 5.00
(Non-Custodial)
guardian fees
11/14/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/14/14 fs Fee Schedule .00
11/14/14 15bn Entry Authorizing Expenditure of Funds 896.00 5.00
(Non-Custodial)
preparation of tax returns
11/14/14 Receipt 445297 59.00
11/17/14 22ni Investigator Review of Guardian's Report .00
11/18/14 1cb Entry Approving Attorney Fees 12380.50 5.00
349.75
11/18/14 Receipt 445458 5.00
11/24/14 jd Judge's Decision Montgomery 5.00
Entry Adopting Magistrate's Decision
11/24/14 cos Certificate of Service .00
12/02/14 1ca Application for Attorney Fees 6937.50 5.00
12/02/14 fs Fee Schedule 1.00
12/02/14 Receipt 446183 11.00
12/09/14 13h Judgment Entry Approving Partial Account .00
06/19/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/29/15 13ek eNotice to File Account 0072407 .00
09/29/15 16ek eNotice to File 0072407 .00
10/09/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/09/15 att Attachments .00
10/09/15 15bn Entry Authorizing Expenditure of Funds 10866.63 5.00
(Non-Custodial)
10/09/15 Receipt 463620 15.00
10/26/15 m Motion To Withdraw Application for Fees .00
10/26/15 e Entry 5.00
10/26/15 Receipt 464423 5.00
10/27/15 1b Application to Reduce Bond 5.00
10/27/15 1be Entry to Reduce Bond 208000.00 5.00
CBS
10/27/15 1ca Application for Attorney Fees 20516.50 5.00
Jane Higgins Marx 438.28
10/27/15 1cc Consent to Attorney Fees .00
Daniel G Rohletter
10/27/15 fs Fee Schedule 8.00
10/27/15 22n Guardian's Report 5.00
10/27/15 13a Fiduciary's Partial Account 09 22.00
10/27/15 13.1 Receipts and Disbursements .00
10/27/15 13.2 Assets Remaining in Fiduciary's Hands 103383.53 .00
10/27/15 Receipt 464508 50.00
10/28/15 13e Entry Setting Hearing on Account .00
11/04/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/04/15 15bn Entry Authorizing Expenditure of Funds 520.00 5.00
(Non-Custodial)
11/04/15 att Attachments .00
11/04/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/04/15 15bn Entry Authorizing Expenditure of Funds 5246.99 5.00
(Non-Custodial)
11/04/15 1cd Application for Fiduciary Fees 5.00
11/04/15 1ce Entry Approving Fiduciary Fees 5246.99 5.00
Jane Higgins Marx
11/04/15 1cc Consent to Attorney Fees .00
Daniel G Rohletter
11/04/15 fs Fee Schedule .00
11/04/15 Receipt 464973 40.00
12/07/15 1cb Entry Approving Attorney Fees 20954.78 5.00
12/07/15 c Copy .05
12/07/15 Receipt 466612 5.05
12/08/15 13h Judgment Entry Approving Partial Account .00
02/19/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/19/16 15bn Entry Authorizing Expenditure of Funds 254.00 5.00
(Non-Custodial) 254.00
02/19/16 att Attachments .00
02/19/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/19/16 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial) 41654.00
24.52
02/19/16 Receipt 470608 30.00
04/07/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/07/16 15bn Entry Authorizing Expenditure of Funds 4165.00 5.00
(Non-Custodial) 4165.00
04/07/16 Receipt 473430 15.00
05/25/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/14/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/14/16 15bn Entry Authorizing Expenditure of Funds 4165.00 5.00
(Non-Custodial)
06/14/16 Receipt 477351 15.00
09/14/16 13a Fiduciary's Partial Account 10 22.00
09/14/16 13.1 Receipts and Disbursements .00
09/14/16 13.2 Assets Remaining in Fiduciary's Hands 4558.39 .00
09/14/16 1ca Application for Attorney Fees 4238.39 5.00
Jane Higgins Marx 320.00
09/14/16 1cc Consent to Attorney Fees .00
Daniel G Rohletter
09/14/16 fs Fee Schedule 3.00
09/14/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/14/16 15bn Not Approve Now 5.00
09/14/16 Receipt 482612 45.00
09/15/16 13e Entry Setting Hearing on Account .00
09/29/16 16ek eNotice to File 0072407 .00
10/26/16 13h Judgment Entry Approving Partial Account .00
11/10/16 morf Magistrate's Order Regarding Fees .00
Atty Fees
11/10/16 cos Certificate of Service .00
11/23/16 1cb Entry Approving Attorney Fees 4238.39 5.00
320.00
11/23/16 cos Certificate of Service .00
11/23/16 22n Guardian's Report 5.00
11/23/16 50m Application to Terminate 10.00
11/23/16 50p Entry Terminating and Ordering Final 12/30/2016 5.00
Account
11/23/16 13.0 Fiduciary's Final Account 11 22.00
11/23/16 13.1 Receipts and Disbursements .00
11/23/16 Receipt 486595 47.00
11/25/16 13e Entry Setting Hearing on Account .00
12/02/16 22ni Investigator Review of Guardian's Report .00
01/05/17 13i Judgment Entry Approving Final Account .00
01/05/17 dp Docket Page .00
BALANCE DUE .00
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