Case Docket

Case Number: 536213  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : MASON, BLANCHE IRENE
AKA :


Date Code Description Reference Receipt Cost
07/17/09 01 Case Number (Daily Reporter) 10.00
07/17/09 02 Forms 10.00
07/17/09 03 Docketing & Index 15.00
07/17/09 04 Computerized Legal Research 3.00
07/17/09 05 Computer Fee 10.00
07/17/09 07 Legal Aid Trust Fund 26.00
07/17/09 08 Dispute Resolution Fund 10.00
07/17/09 gi Guardianship Investigator's Expense 75.00
07/17/09 cb COST BILL .00
07/17/09 m Motion To Expedite Hearing .00
07/17/09 1e Entry Setting Hearing 07/24/2009 5.00
10:00 am
07/17/09 17.0 Application for Appointment of Guardian 20.00
07/17/09 ge Entry Setting Hearing 07/24/2009 .00
10:00 am
07/17/09 15.0 Next of Kin .00
07/17/09 15.1 Waiver of Notice .00
John K. Everett
07/17/09 15.2 Guardians Acceptance .00
07/17/09 15.3 Affidavit of Additional Information .00
07/17/09 15.4 Guardians Credibility Application .00
07/17/09 17ca Change of Address Information for .00
Guardianships
07/17/09 soe Statement of Expert Evaluation .00
07/17/09 misc Preamble To The Memorandum In Support .00
07/17/09 mem Memorandum in Support .00
07/17/09 l LETTER: .00
07/17/09 l LETTER: .00
07/17/09 Receipt 333984 184.00
07/17/09 cos Certificate of Service .00
07/17/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Robert Morris
07/17/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Rodney Morris 185591
07/17/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Charles Morris 185607
07/17/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Debra Friedman 185614
07/17/09 2y Notice of Hearing .00
07/17/09 cos Certificate of Service .00
07/17/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Marilyn Howard 185621
07/17/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Karen BEaver 185638
07/17/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Janey Vipperman
07/17/09 2y Notice of Hearing .00
07/22/09 17.8 Investigator's Report Eric Horvath .00
07/22/09 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/22/09 16.5 Court Investigator Record of Service Eric Horvath .00
07/22/09 aos Affidavit of Service 7.70
07/24/09 aos Affidavit of Service .00
John Everett served Robert Morris of
notice of hearing
07/24/09 aos Affidavit of Service .00
John Everett served notice of hearing
on Charles mason
07/24/09 aos Affidavit of Service .00
John Everett served notice of hearing
on Rodney Morris
07/24/09 aos Affidavit of Service .00
John Everett served notice of hearing
on Debra Friedman
07/24/09 aos Affidavit of Service .00
John Everett served notice of hearing on
Marily Howard
07/24/09 aos Affidavit of Service .00
John Everett served notice of hearing
on Janet Vipperman
07/24/09 aos Affidavit of Service .00
John Everett served notice of hearing on
karen Beaver
07/24/09 cb COST BILL .00
07/24/09 igf Indigent Guardianship Fund 30.00
07/24/09 adl Additional Letters of Authority 4.00
07/24/09 17d Magistrate's Decision Giorgione .00
John Everett is appointed guardian of
the person & estate, bond is set at
40000.00
07/24/09 17b Notice To Attorneys and Parties .00
07/24/09 17c Findings of Fact .00
07/24/09 17n Entry Approving Magistrate's Decision 5.00
07/24/09 cos Certificate of Service .00
p/s to applicant
mail to ward, Next of Kin, APS
07/24/09 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
EVERETT, JOHN K (fidy)
07/24/09 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 40000.00 .00
Palmer/Mille
R Prater
07/24/09 bapm Bond Application for Palmer Miller .00
07/24/09 att Attachments .00
creditability & signature pages
07/24/09 15.9 Oath of Guardian .00
07/24/09 Receipt 334336 83.20
07/24/09 dr Digital Record of Hearing EEG .00
07/24/2009 22-E
Time: 10:35:59 a.m.-11:16:42 a.m.
07/27/09 evcr e-Virtual Service Returned 185584 .00
- ROBERT MORRIS
- Appointment
07/21/2009
07/27/09 evcr e-Virtual Service Returned 185591 .00
- RODNEY MORRIS
- Appointment
07/21/2009
07/27/09 evcr e-Virtual Service Returned 185607 .00
- CHARLES MORRIS
- Appointment
07/22/2009
07/27/09 evcr e-Virtual Service Returned 185614 .00
- DEBRA FRIEDMAN
- Appointment
07/21/2009
07/27/09 evcr e-Virtual Service Returned 185621 .00
- MARILYN HOWARD
- Appointment
07/24/2009
07/27/09 evcr e-Virtual Service Returned 185638 .00
- KAREN BEAVER
- Appointment
07/21/2009
08/05/09 15c Application to Release Funds .00
08/05/09 15d Entry Authorizing Release of Funds 5.00
08/05/09 cc Certified Copy 2.00
08/05/09 15a Application for Authority to Expend 10.00
Funds
08/05/09 15b Entry Authorizing Expenditure of Funds 5.00
08/05/09 att Attachments .00
08/05/09 6.0 Inventory 13941.70 7.00
08/05/09 Receipt 334964 29.00
08/18/09 vcmw Virtual Service Returned/NO SERVICE .00
Janet Vipperman
04/13/10 misc Progress notes and a Plan of Care .00
for Irene Mason, ward
04/21/10 cor Correspondence Received (NOT EVIDENCE) .00
06/28/10 13k Notice to File Account 0002523 1.00
06/29/10 16k Notice to File 0002523 1.00
08/05/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/11/10 13a Fiduciary's Partial Account 01 22.00
08/11/10 13.1 Receipts and Disbursements .00
08/11/10 13.2 Assets Remaining in Fiduciary's Hands 2313.52 .00
08/11/10 ex Extra Pages 5.00
08/11/10 cpi Confidential Personal Identifiers .00
08/11/10 Receipt 356910 29.00
08/12/10 13e Entry Setting Hearing on Account .00
09/08/10 14.7 Application to Extend Time to File .00
Report
09/08/10 14.8 Entry Extending Time to File Report/ 09/22/2010 5.00
- Extending Hearing
09/08/10 Receipt 358649 5.00
09/15/10 22n Guardian's Report 5.00
09/15/10 soe Statement of Expert Evaluation .00
09/15/10 Receipt 359098 5.00
09/22/10 13h Judgment Entry Approving Partial Account .00
09/30/10 22ni Investigator Review of Guardian's Report .00
03/02/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
07/12/11 13k Notice to File Account 0002523 1.00
08/16/11 16k Notice to File 0002523 1.00
08/24/11 13a Fiduciary's Partial Account 02 22.00
08/24/11 13.1 Receipts and Disbursements .00
08/24/11 13.2 Assets Remaining in Fiduciary's Hands 1161.65 .00
08/24/11 ex Extra Pages 2.00
08/24/11 cpi Confidential Personal Identifiers .00
08/24/11 Receipt 379185 26.00
08/25/11 13e Entry Setting Hearing on Account .00
08/25/11 15a Application for Authority to Expend 10.00
Funds
08/25/11 15b Entry Authorizing Expenditure of Funds 5.00
reimbursement of costs to date 5297.54
53.00
08/25/11 fs Fee Schedule 40.00
08/25/11 cc Certified Copy 1.00
08/25/11 Receipt 379270 56.00
10/05/11 13h Judgment Entry Approving Partial Account .00
10/19/11 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
10/19/11 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
10/19/11 22n Guardian's Report 5.00
10/19/11 soe Statement of Expert Evaluation .00
10/19/11 Receipt 382380 10.00
10/25/11 22ni Investigator Review of Guardian's Report .00
07/25/12 13k Notice to File Account 0002523 1.00
08/27/12 13c Fiduciary's Final Account (Keep Open) 03 22.00
08/27/12 13.1 Receipts and Disbursements 0.00 .00
08/27/12 ex Extra Pages 1.00
08/27/12 50k Application to Amend Letters of .00
Authority
08/27/12 50l Entry Amending Letters of Authority 5.00
08/27/12 al Amended Letters of Authority .00
08/27/12 cpi Confidential Personal Identifiers .00
08/27/12 6.b Report of Newly Discovered Assets 7.00
08/27/12 6.be Entry Approving Report of Newly 37.50 5.00
Assets
08/27/12 Receipt 400757 41.00
08/28/12 13e Entry Setting Hearing on Account .00
09/20/12 16k Notice to File 0002523 1.00
10/09/12 13j Judgment Entry Approving Final Account .00
(Keep Open)
10/30/12 22n Guardian's Report 5.00
10/30/12 Receipt 404280 6.00
10/31/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/04/12 22ni Investigator Review of Guardian's Report .00
10/01/13 16k Notice to File 0002523 1.00
11/19/13 22n Guardian's Report 5.00
11/19/13 Receipt 425910 6.00
11/26/13 22ni Investigator Review of Guardian's Report .00
10/21/14 16k Notice to File 0002523 1.00
11/13/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/11/14 22n Guardian's Report 5.00
12/11/14 Receipt 446679 6.00
01/06/15 22ni Investigator Review of Guardian's Report .00
07/07/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/26/15 50a Motion for Instructions .00
08/26/15 e Entry Of Instructions & Authorization 5.00
08/26/15 att Attachments .00
08/26/15 cc Certified Copy 2.00
08/26/15 Receipt 461089 7.00
10/07/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial) To Pay Costs
Advanced By Guardian Previously Allowed
By This Court
10/07/15 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
10/07/15 eb Exhibits A, B & C 8.00
10/07/15 cc Certified Copy 2.00
10/07/15 Receipt 463472 25.00
11/02/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/02/15 att Attachments .00
11/02/15 15bn Entry Authorizing Expenditure of Funds 643.56 5.00
(Non-Custodial)
11/02/15 Receipt 464793 15.00
11/02/15 l LETTER: .00
Dear Sirs
11/13/15 16k Notice to File 0002523 1.00
11/19/15 02 Forms 10.00
11/19/15 03 Docketing & Index 15.00
11/19/15 04 Computerized Legal Research 3.00
11/19/15 05 Computer Fee 10.00
11/19/15 07 Legal Aid Trust Fund 26.00
11/19/15 08 Dispute Resolution Fund 15.00
11/19/15 16 Special Projects Fund 15.00
11/19/15 gi Guardianship Investigator's Expense 75.00
11/19/15 cb COST BILL .00
11/19/15 17.0 Application for Appointment of Guardian 20.00
Successor
11/19/15 ge Entry Setting Hearing 01/05/2016 .00
11am
11/19/15 15.0 Next of Kin .00
11/19/15 15.1 Waiver of Notice .00
John K Everett
11/19/15 15.2 Guardian - Fiduciary's Acceptance .00
11/19/15 15.3 Affidavit of Additional Information .00
11/19/15 15.4 Guardian's Credibility Application .00
11/19/15 17ca Change of Address Information for .00
Guardianships
11/19/15 16.1 Affidavit of Custody .00
11/19/15 mem Memorandum in Support .00
11/19/15 eb Exhibit A-B .00
11/19/15 Receipt 465816 190.00
11/19/15 2y Notice of Hearing .00
11/19/15 vgcs Guardianship: Virtual Service Mail Sent 5.35
Rodney Morris 043150
11/19/15 cos Certificate of Service .00
11/20/15 misc Montgomery County Court Of Common .00
Pleas Probate Division
12/08/15 17.8 Investigator's Report .00
12/08/15 cos Certificate of Service Leslie 8.60
Williams
12/08/15 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/10/15 vcmw Virtual Service Returned/NO SERVICE .00
Rodney Morris
12/10/15 cos Certificate of Service .00
12/24/15 nc Notice of Change of Address of: .00
Ward
01/05/16 1da Application for Continuance of Hearing .00
01/05/16 1de Entry Continuing Hearing 02/16/2016 5.00
to obtain service 10am
01/05/16 Receipt 467973 18.95
01/05/16 cos Certificate of Service .00
01/06/16 l LETTER: to John K. Everett, Esq from .00
Benjamin F. Suffron, III
01/11/16 15.0 Next of Kin amended .00
01/11/16 15.1 Waiver of Notice .00
Deborah Friedman
01/11/16 22n Guardian's Report 5.00
01/11/16 att Attachments .00
01/11/16 Receipt 468301 5.00
01/14/16 l LETTER: .00
Dear John K Everett
01/14/16 rmr Regular Mail Returned/Not Complete .00
Rodney Morris
01/19/16 22ni Investigator Review of Guardian's Report .00
01/26/16 11a Resignation of Fiduciary 5.00
01/26/16 e Entry Accepting Resignation Upon The 5.00
Appointment Of A Successor Fiduciary
01/26/16 Receipt 469137 10.00
02/02/16 02 Forms 10.00
02/02/16 03 Docketing & Index 15.00
02/02/16 04 Computerized Legal Research 3.00
02/02/16 05 Computer Fee 10.00
02/02/16 07 Legal Aid Trust Fund 26.00
02/02/16 08 Dispute Resolution Fund 15.00
02/02/16 16 Special Projects Fund 15.00
02/02/16 cb COST BILL .00
02/02/16 17.0 Application for Appointment of Guardian 20.00
Successor
02/02/16 ge Entry Setting Hearing 03/17/2016 .00
10am
02/02/16 15.0 Next of Kin .00
02/02/16 15.1 Waiver of Notice .00
Jack R Kullman Jr
02/02/16 15.2 Guardian - Fiduciary's Acceptance .00
02/02/16 16.1 Affidavit of Custody .00
02/02/16 15.4 Guardian's Credibility Application .00
02/02/16 17ca Change of Address Information for .00
Guardianships
02/02/16 2y Notice of Hearing .00
02/02/16 vgcs Guardianship: Virtual Service Mail Sent 10.70
Charles Morris 045390
Debra Friedman 045406
02/02/16 cos Certificate of Service .00
02/10/16 vcmw Virtual Service Returned/NO SERVICE .00
Debra Friedman
02/10/16 cos Certificate of Service .00
02/16/16 17d Magistrate's Decision Duffy .00
See Decision
02/16/16 17b Notice To Attorneys and Parties .00
02/16/16 17c Findings of Fact .00
02/16/16 lgs Supreme Court of Ohio Letter of Good .00
Standing
John Keith Everett
02/17/16 rmr Regular Mail Returned/Not Complete .00
Debra Friedman
02/18/16 dr Digital Record of Hearing MCD .00
2/16/2016/ hearing room 22E
Time:10:05:23-10:16:23
02/18/16 dr Digital Record of Hearing MCD .00
2/16/2016 / hearing room 22E
Time:10:16:23-10:28:21
02/18/16 dr Digital Record of Hearing MCD .00
2/16/2016 / hearing room 22E
Time:10:28:29-10:37:14
02/25/16 17.8 Investigator's Report Leslie .00
Williams
02/25/16 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/08/16 vcmw Virtual Service Returned/NO SERVICE .00
Charles Morris
03/08/16 cos Certificate of Service .00
03/15/16 Receipt 472031 124.70
03/15/16 15.1 Waiver of Notice .00
Marilyn Howard
03/15/16 cos Certificate of Service .00
03/15/16 cr Certified Mail Returned .00
Karen Beaver
Marilyn Howard
Robert Morris
03/15/16 401 Affidavit Confirming Service Of Process .00
Rick Libertini
03/17/16 cb COST BILL .00
03/17/16 igf Indigent Guardianship Fund 30.00
03/17/16 adl Additional Letters of Authority 2.00
03/17/16 17n Entry Adopting Magistrate's Decision 5.00
03/17/16 cos Certificate of Service .00
03/17/16 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
EVERETT, JOHN K. (fidy)
03/17/16 15.9 Oath of Guardian .00
03/17/16 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 80000.00 .00
Palmer/Mille
R Prater
03/17/16 bapm Bond Application for Palmer Miller .00
03/17/16 att Attachments .00
creditability & signature pages
03/17/16 cb COST BILL .00
03/17/16 igf Indigent Guardianship Fund 30.00
03/17/16 adl Additional Letters of Authority 2.00
03/17/16 17d Magistrate's Decision Sugar .00
Jack Kullman is appointed guardian of
the person, & John Everett shall
continue to serve as guardian of the
03/17/16 ex estate. .00
03/17/16 17b Notice To Attorneys and Parties .00
03/17/16 17c Findings of Fact .00
03/17/16 17n Entry Adopting Magistrate's Decision 5.00
03/17/16 cos Certificate of Service .00
03/17/16 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, JACK R. KULLMAN, DIR (fidy)
03/17/16 15.9 Oath of Guardian .00
03/17/16 Receipt 472244 84.00
03/18/16 dr Digital Record of Hearing SNS .00
3/17/2016/ hearing room 22E
Time:10:10:44-10:19:04
04/20/16 6.0 Inventory 39306.14 7.00
EVERETT, JOHN K. (fidy)
04/20/16 15c Application to Release Funds .00
04/20/16 15d Entry Authorizing Release of Funds 39306.14 5.00
04/20/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/20/16 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/20/16 cc Certified Copy 2.00
04/20/16 Receipt 474191 29.00
05/20/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/01/16 md MOTION DOCKET: .00
06/01/16 app Application For Authority To Enter Into .00
A Medicaid PayBack/Special Needs Trust
Agreement
06/01/16 ex Extra Pages 7.00
06/01/16 Receipt 476560 7.00
06/01/16 mo Magistrate's Order .00
06/01/16 cos Certificate of Service .00
08/26/16 nc Notice of Change of Address of: .00
Ward's Address
08/26/16 nc Notice of Change of Address of: .00
Ward's Address
08/30/16 nc Notice of Change of Address of: .00
Ward
08/30/16 nc Notice of Change of Address of: .00
Wards Address
10/04/16 rgg Receipt of guardianship guide .00
12/14/16 6.b Report of Newly Discovered Assets 7.00
12/14/16 6.be Entry Approving Report of Newly 43566.15 5.00
Assets
12/14/16 13a Fiduciary's Partial Account 04 22.00
EVERETT, JOHN K. (fidy)
12/14/16 13.1 Receipts and Disbursements .00
12/14/16 13.2 Assets Remaining in Fiduciary's Hands 38692.08 .00
12/14/16 cpi Confidential Personal Identifiers .00
12/14/16 Receipt 487651 34.00
12/15/16 13e Entry Setting Hearing on Account .00
01/25/17 13h Judgment Entry Approving Partial Account .00
02/21/17 16ek eNotice to File Sent To fidy .00
02/28/17 22n Guardian's Report 5.00
FCGSB, JACK R. KULLMAN, DIR (fidy)
02/28/17 22p Annual Guardianship Plan .00
03/08/17 22ni Investigator Review of Guardian's Report .00
04/06/17 50l Entry Amending Letters of Authority 5.00
04/06/17 al Amended Letters of Authority .00
06/13/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/06/17 50m Application to Terminate 10.00
10/06/17 dc Death Certificate .00
10/06/17 50n Entry Terminating and Dispensing with n 5.00
Final Account
FCGSB, JACK R. KULLMAN, DIR (fidy)
10/19/17 50n stat Y .00
FCGSB, JACK R. KULLMAN, DIR (fidy)
11/15/17 13k Notice to File Account 0002523 1.00
12/15/17 13n Application to Extend Time to File .00
Account
12/15/17 13o Entry Extending Time to File Account 02/28/2018 5.00
EVERETT, JOHN K. (fidy)
12/15/17 Receipt 507839 31.00
01/16/18 50m Application to Terminate 10.00
01/16/18 dc Death Certificate .00
01/16/18 50p Entry Terminating and Ordering Final 01/16/2018 5.00
Account
EVERETT, JOHN K. (fidy)
01/16/18 13.0 Fiduciary's Final Account 05 22.00
EVERETT, JOHN K. (fidy)
01/16/18 13.1 Receipts and Disbursements 0.00 .00
01/16/18 cpi Confidential Personal Identifiers .00
01/16/18 Receipt 509152 37.00
01/17/18 13e Entry Setting Hearing on Account .00
02/27/18 13i Judgment Entry Approving Final Account .00
02/27/18 dp Docket Page .00
BALANCE DUE .00
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