Case Docket

Case Number: 526439  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BECK, RONALD D.
AKA :


Date Code Description Reference Receipt Cost
01/02/08 01 Case Number (Daily Reporter) 10.00
01/02/08 02 Forms 10.00
01/02/08 03 Docketing & Index 15.00
01/02/08 04 Computerized Legal Research 3.00
01/02/08 05 Computer Fee 10.00
01/02/08 07 Legal Aid Trust Fund 26.00
01/02/08 08 Dispute Resolution Fund 10.00
01/02/08 gi Guardianship Investigator's Expense 75.00
01/02/08 cb COST BILL .00
01/02/08 17.0 Application for Appointment of Guardian 20.00
01/02/08 ge Entry Setting Hearing 02/11/2008 .00
10:00 am
01/02/08 15.0 Next of Kin .00
01/02/08 15.2 Guardians Acceptance .00
01/02/08 15.3 Affidavit of Additional Information .00
01/02/08 15.4 Guardians Credibility Application .00
01/02/08 17ca Change of Address Information for .00
Guardianships
01/02/08 fw BCI&I Fingerprint Waiver .00
01/02/08 soe Statement of Expert Evaluation .00
01/02/08 dl Copy of Driver's License of: .00
Jeanne A. Beck
01/02/08 Receipt 301420 201.00
01/02/08 Void Receipt 301420 201.00
01/02/08 Receipt 301422 179.00
01/10/08 17.8 Investigator's Report Eric Horvath .00
01/10/08 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/10/08 16.5 Court Investigator Record of Service Eric Horvath .00
01/10/08 aos Affidavit of Service 9.80
02/11/08 dr Digital Record of Hearing KCP .00
02/11/2008 22E
Time: 10:11:59-11:00:53 a.m.
02/26/08 fn Fingerprint Return No Hit .00
Beck, Jeanne Ann
05/09/08 15.1 Waiver of Notice .00
Marston K. Beck
Mildred Beck Costik
Loren Beck
05/09/08 soe Statement of Expert Evaluation Amended .00
05/15/08 misc Ohio License Center .00
05/15/08 17d Magistrate's Decision Patton .00
Jeanne Beck shall be appointed guardian
of the person & estate, bond is set at
494800.00 & proper documentation
05/15/08 ex placing all remaining assets in an .00
approved custodial depository. A
guardianship inventory shall be filed
within ninety (90) days from the
05/15/08 ex guardian's appointment & a guardian's .00
report & account filed annually.
05/15/08 17b Notice To Attorneys and Parties .00
05/15/08 17c Findings of Fact .00
05/19/08 cb COST BILL .00
05/19/08 igf Indigent Guardianship Fund 30.00
05/19/08 adl Additional Letters of Authority 9.00
05/19/08 17n Entry Approving Magistrate's Decision 5.00
05/19/08 cos Certificate of Service .00
p/s to applicant, atty for applicant
05/19/08 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BECK, JEANNE A. (fidy)
05/19/08 4.2 Fiduciary's Bond 494800.00 .00
Western Surety CBS
Frank Duffy
05/19/08 bacb Bond Application for CBS Agency .00
05/19/08 att Attachments .00
creditability & signature pages
05/19/08 16a Application to Deposit Assets in Lieu of .00
Bond
05/19/08 16b Entry Ordering Deposit of Assets In Lieu 900000.00 5.00
of Bond Park Natl
05/19/08 cc Certified Copy 2.00
05/19/08 15c Application to Release Funds .00
05/19/08 15d Entry Authorizing Release of Funds 30000.00 5.00
Edward Jones
05/19/08 cc Certified Copy 1.00
05/19/08 15c Application to Release Funds .00
05/19/08 15d Entry Authorizing Release of Funds 15000.00 5.00
Fifth Third
05/19/08 cc Certified Copy 1.00
05/19/08 Receipt 309414 77.80
05/20/08 cos Certificate of Service .00
05/20/08 e Entry Vacating 5.00
The fiduciary bond form 4.2 filed with
the Court on May 19, 2008 is hereby
VACATED. The fiduciary shall sign & file
05/20/08 ex the appropriate ficuciary bond on or .00
before May 23, 2008, failue to file bond
will result in letters of authority be
suspended & notice of suspension
05/20/08 ex provided to all financial institutions .00
pending full compliance.
06/18/08 16a Application to Deposit Assets in Lieu of .00
Bond
06/18/08 16b Entry Ordering Deposit of Assets In Lieu Park Natl 5.00
of Bond
06/18/08 cc Certified Copy 1.00
06/18/08 Receipt 311142 11.00
07/11/08 15c Application to Release Funds .00
07/11/08 15d Entry Authorizing Release of Funds 45523.11 5.00
07/11/08 ms Motion to Inventory Safety Deposit Box 10.00 .00
Rec # 312519
07/11/08 es Entry Allowing Inventory of Safety 5.00
Deposit Box
07/11/08 cc Certified Copy 1.00
07/11/08 Receipt 312519 11.00
07/22/08 6k Notice to File Inventory 0072374 1.00
07/29/08 16c Verification of Receipt or Deposit PARK NATL' .00
56 sh:60.38 sh:9166.274 sh:32230.282 sh: TRUST C/AGY
3018.026 sh:3990.178 sh: Mon Mkt.$295.11
Current value $747,656.02
08/05/08 6.0 Inventory 86663.10 7.00
08/05/08 Receipt 313933 8.00
03/13/09 Pay out made through bookkeeper # 0000036881 .00
ACCT #: 000000000207 10.00
04/07/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/21/09 13k Notice to File Account 0072374 1.00
04/21/09 16k Notice to File 0072374 1.00
05/20/09 22n Guardian's Report 5.00
05/20/09 soe Statement of Expert Evaluation .00
05/20/09 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/20/09 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
05/20/09 Receipt 330566 12.00
05/20/09 13r Custodial Year End Report 2008 PARK NATL TR .00
Acct #: 4947 INV 688410.02
Total Market Value
05/21/09 51d Motion to Allow Gifting .00
05/21/09 1e Entry Setting Hearing 06/03/2009 5.00
8:30 am
05/21/09 Receipt 330609 5.00
05/22/09 22ni Investigator Review of Guardian's Report .00
06/03/09 13n Application to Extend Time to File .00
Account
06/03/09 13o Entry Extending Time to File Account 07/31/2009 5.00
06/03/09 Receipt 331238 5.00
06/03/09 cr Certified Mail Returned .00
complete-Mildred Costick
complete-Loren Beck
06/03/09 cr Certified Mail Returned .00
complete-Marston Beck
06/03/09 17d Magistrate's Decision Miller .00
The gift of 12000.00 to Loren Beck is
approved, nunc pro tunc. At the
discretion of the guardian the gifting
06/03/09 ex is allowed for the calendar years 2009 .00
& 2010 in a sum not to exceed the
federal annual exclusiion amount for
each of the three siblings of Ronald
06/03/09 ex D. Beck. Future gifts shall be offered .00
to all three siblings subject to each
sibling's option to accept or refuse
the gift.
06/03/09 17b Notice To Attorneys and Parties .00
06/03/09 17c Findings of Fact .00
06/03/09 cos Certificate of Service .00
06/03/09 gcs Guardianship: Certified Mail Sent 5.75
Loren Beck
06/03/09 gcs Guardianship: Certified Mail Sent 5.75
Lucinda Goldsmith Steele, Esq.
06/03/09 gcs Guardianship: Certified Mail Sent 5.75
marston Beck
06/03/09 gcs Guardianship: Certified Mail Sent 5.75
Mildred Costick
06/03/09 dr Digital Record of Hearing MLM .00
06/03/2009 22-D
Time: 8:35:52 a.m.-8:43:45 a.m.
06/09/09 cr Certified Mail Returned .00
complete-Loren Beck
06/09/09 cr Certified Mail Returned .00
complete-Marston Beck
06/10/09 cr Certified Mail Returned .00
complete-Lucinda Goldsmith Steele, Esq.
06/10/09 cr Certified Mail Returned .00
complete-Mildred Costick
06/23/09 17n Entry Approving Magistrate's Decision 5.00
06/23/09 cos Certificate of Service .00
06/24/09 50m Application to Terminate 10.00
ward is deceased
06/24/09 50p Entry Terminating and Ordering Final 07/31/2009 5.00
Account
06/24/09 50o Receipt and Release of All Claims .00
Park Natl #4947 5/3 #1797
Edward Jones #2517
Protective Life Ins #7248
06/24/09 Receipt 332550 43.00
07/02/09 13k Notice to File Account 0072374 1.00
07/29/09 13n Application to Extend Time to File .00
Account
07/29/09 13o Entry Extending Time to File Account 09/30/2009 5.00
07/29/09 Receipt 334569 6.00
09/28/09 13.0 Fiduciary's Final Account 01 22.00
09/28/09 13.1 Receipts and Disbursements 0.00 .00
09/28/09 ex Extra Pages 3.00
09/28/09 Receipt 338159 25.00
09/29/09 13e Entry Setting Hearing on Account .00
11/09/09 13i Judgment Entry Approving Final Account .00
11/10/09 dp Docket Page .00
BALANCE DUE .00
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