Case Docket

Case Number: 537687  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : MEDELLIN, MELISSA ANN
AKA :


Date Code Description Reference Receipt Cost
10/08/09 01 Case Number (Daily Reporter) 10.00
10/08/09 02 Forms 10.00
10/08/09 03 Docketing & Index 15.00
10/08/09 04 Computerized Legal Research 3.00
10/08/09 05 Computer Fee 10.00
10/08/09 07 Legal Aid Trust Fund 26.00
10/08/09 08 Dispute Resolution Fund 10.00
10/08/09 gi Guardianship Investigator's Expense 75.00
10/08/09 wc -Richard Medellin 22.00
WebCheck Fingerprinting
10/08/09 wc -Lou Ann Medellin 22.00
WebCheck Fingerprinting
10/08/09 gtd Guardianship Training Disk 1.00
10/08/09 cb COST BILL .00
10/08/09 17.0 Application for Appointment of Guardian 20.00
& Co-App
10/08/09 ge Entry Setting Hearing 11/12/2009 .00
2 PM
10/08/09 15.0 Next of Kin .00
10/08/09 15.1 Waiver of Notice .00
Richard Medellin, Lou Ann Medellin
10/08/09 15.2 Guardians Acceptance .00
10/08/09 15.3 Affidavit of Additional Information .00
10/08/09 15.4 Guardians Credibility Application .00
10/08/09 15.4 Guardians Credibility Application .00
10/08/09 17ca Change of Address Information for .00
Guardianships
10/08/09 fw BCI&I Fingerprint Waiver .00
10/08/09 soe Statement of Expert Evaluation .00
10/08/09 Receipt 338833 224.00
10/08/09 2y Notice of Hearing .00
10/08/09 vgcs Guardianship: Virtual Service Mail Sent 4.50
Franklin Cnty Board Of Developmental 000202250
Disabilities
10/08/09 cos Certificate of Service .00
10/14/09 dl Copy of Driver's License of: .00
Richard L. Medellin
Lou Ann Medellin
10/15/09 fn Fingerprint Return No Hit .00
Richard L. Medellin
10/15/09 fn Fingerprint Return No Hit .00
Lou Ann Medellin
10/19/09 evcr e-Virtual Service Returned 202250 .00
- FRANKLIN COUNTY BOARD OF
- Appointment
10/13/2009
11/12/09 17.8 Investigator's Report K Dunham .00
11/12/09 16.4 Notice to Prospective Ward of .00
Application and Hearing.
11/12/09 16.5 Court Investigator Record of Service K Dunham .00
11/12/09 aos Affidavit of Service 7.50
11/12/09 cb COST BILL .00
11/12/09 igf Indigent Guardianship Fund 30.00
11/12/09 adl Additional Letters of Authority 3.00
11/12/09 17d Magistrate's Decision Patton .00
Richard L. Medellin & Lou Ann Medellin
are appointed co-guardians of the person
& the estate limited
11/12/09 17b Notice To Attorneys and Parties .00
11/12/09 17c Findings of Fact .00
11/12/09 17n Entry Approving Magistrate's Decision 5.00
11/12/09 cos Certificate of Service .00
p/s to applicant, atty for applicant
ward
11/12/09 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MEDELLIN, RICHARD L (fidy)
11/12/09 15.9 Oath of Guardian .00
11/12/09 15.9 Oath of Guardian .00
11/12/09 4.2 Fiduciary's Bond 190000.00 .00
RLI Surety CBS
F. Duffy
11/12/09 bacb Bond Application for CBS Agency .00
11/12/09 att Attachments .00
creditability & signature pages
11/12/09 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MEDELLIN, LOU ANN MEDELLIN (fidy)
11/12/09 Receipt 340863 60.00
11/12/09 dr Digital Record of Hearing KCP .00
11/12/2009 22-E
Time: 2:15:15 p.m.-3:22:15 p.m.
02/12/10 6.0 Inventory 86360.72 7.00
MEDELLIN, LOU ANN MEDELLIN (fidy)
02/12/10 Receipt 345818 7.00
02/19/10 cpi Confidential Personal Identifiers .00
05/20/10 app Application to Approve a Special Needs .00
Trust for the Ward and Transfer Wards
Assets into said Special Needs trust and
to appoint co-guardians as co-trustees
05/20/10 ex and to terminate the guardianship of the .00
estate.
05/20/10 eb Exhibit A 13.00
05/20/10 e Entry 5.00
05/20/10 Receipt 351894 18.00
06/10/10 50p Entry Terminating and Ordering Final 09/30/2010 5.00
Account
estate only
MEDELLIN, LOU ANN MEDELLIN (fidy)
06/10/10 Receipt 353207 5.00
08/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/31/10 13k Notice to File Account 0031373 1.00
09/30/10 13o Entry Extending Time to File Account 12/03/2010 5.00
MEDELLIN, LOU ANN MEDELLIN (fidy)
10/13/10 16k Notice to File 0031373 1.00
10/27/10 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
10/27/10 soe Statement of Expert Evaluation .00
MEDELLIN, RICHARD L (fidy)
10/27/10 Receipt 361615 12.00
11/15/10 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
11/15/10 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
MEDELLIN, RICHARD L (fidy)
11/15/10 Receipt 362547 5.00
12/02/10 22ni Investigator Review of Guardian's Report .00
12/03/10 13n Application to Extend Time to File .00
Account
12/03/10 13o Entry Extending Time to File Account 12/29/2010 5.00
MEDELLIN, LOU ANN MEDELLIN (fidy)
12/03/10 Receipt 363666 5.00
12/27/10 13n Motion to Extend Time to File .00
Account
12/27/10 13o Entry Extending Time to File Account 02/28/2011 5.00
MEDELLIN, LOU ANN MEDELLIN (fidy)
12/27/10 Receipt 364896 5.00
02/15/11 15c Application to Release Funds .00
02/15/11 15d Entry Authorizing Release of Funds 35909.00 5.00
50450.00
02/15/11 cc Certified Copy 1.00
02/15/11 Receipt 367710 6.00
03/01/11 13m Citation to File Account sent to fidy 5.00
03/01/11 vcos Certificate of Service for Virtual Mail .00
03/01/11 vcs Virtual Service Mail Sent 4.50
- LOU ANN MEDELLIN 313352
- Account
03/01/11 vcs Virtual Service Mail Sent 4.50
- JAMES M DIETZ 313369
- Account
03/01/11 vcs Virtual Service Mail Sent 4.50
- RICHARD L MEDELLIN 313376
- Account
03/02/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
03/08/11 evcr e-Virtual Service Returned 313352 .00
- LOU ANN MEDELLIN MEDELLIN
- Account
03/03/2011
03/08/11 evcr e-Virtual Service Returned 313369 .00
- JAMES M DIETZ
- Account
03/03/2011
03/08/11 evcr e-Virtual Service Returned 313376 .00
- RICHARD L MEDELLIN
- Account
03/03/2011
03/17/11 dr Digital Record of Hearing BFS .00
03/17/2011 22-A
Time: 9:56:59 a.m.-10:01:30 a.m.
04/13/11 13.0 Fiduciary's Final Account 01 22.00
MEDELLIN, LOU ANN (fidy)
04/13/11 13.1 Receipts and Disbursements .00
04/13/11 cpi Confidential Personal Identifiers .00
04/13/11 Receipt 371225 40.50
04/14/11 13e Entry Setting Hearing on Account .00
05/25/11 13i Judgment Entry Approving Final Account .00
09/28/11 16k Notice to File 0031373 1.00
11/04/11 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
11/04/11 Receipt 383418 6.00
12/16/11 22ni Investigator Review of Guardian's Report .00
10/09/12 16k Notice to File 0031373 1.00
11/06/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/30/13 16m Citation to File sent to guar 5.00
01/30/13 vcos Certificate of Service for Virtual Mail .00
01/30/13 vcs Virtual Service Mail Sent 4.55
- RICHARD L MEDELLIN 436457
- Annual Report
01/30/13 vcs Virtual Service Mail Sent 4.55
- JAMES M DIETZ 436464
- Annual Report
01/30/13 vcs Virtual Service Mail Sent 4.55
- LOU ANN MEDELLIN 436471
- Annual Report
02/01/13 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
02/01/13 Receipt 409352 24.65
01/06/14 16k Notice to File Sent To fidy 1.00
01/06/14 16k Notice to File Sent To fidy .00
01/31/14 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
01/31/14 Receipt 429564 6.00
02/07/14 22ni Investigator Review of Guardian's Report .00
11/13/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/05/15 16k Notice to File Sent To fidy 1.00
01/05/15 16k Notice to File Sent To fidy .00
02/04/15 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
02/04/15 Receipt 449462 6.00
02/09/15 22ni Investigator Review of Guardian's Report .00
07/08/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/05/16 16k Notice to File Sent To fidy 1.00
01/05/16 16k Notice to File Sent To fidy .00
02/23/16 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
02/23/16 Receipt 470758 6.00
03/11/16 22ni Investigator Review of Guardian's Report .00
05/23/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/24/17 16k Notice to File Sent To fidy .00
03/02/17 22n Guardian's Report .00
MEDELLIN, RICHARD L (fidy)
paid for under the special needs Trust
# 544738 $5.00
06/13/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/05/18 16k Notice to File Sent To fidy 1.00
02/20/18 l LETTER: .00
Cover Letter
02/20/18 sc Substitution of Counsel 0061754 .00
MEDELLIN, RICHARD L (fidy)
02/20/18 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
02/20/18 Receipt 511133 6.00
02/27/18 22ni Investigator Review of Guardian's Report .00
04/18/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/23/19 16k Notice to File 0061754 1.00
02/08/19 Receipt 530490 6.00
02/08/19 22n Guardian's Report 5.00
MEDELLIN, RICHARD L (fidy)
02/13/19 22ni Investigator Review of Guardian's Report .00
08/29/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/05/19 l LETTER: from Lou Ann Medelin .00
11/05/19 20.7 Notice of Death of Fiduciary .00
11/05/19 20.7e Entry: Deceased Fiduciary Discharged 5.00
11/05/19 dc Death Certificate .00
11/05/19 50k Application to Amend Letters of .00
Authority
11/05/19 50l Entry Amending Letters of Authority 5.00
11/05/19 adl Additional Letters of Authority 1.00
11/05/19 Receipt 545758 11.00
11/05/19 al Amended Letters of Authority .00
01/13/20 16k Notice to File 0061754 1.00
02/10/20 22n Guardian's Report 5.00
MEDELLIN, LOU ANN (fidy)
02/10/20 22ni Investigator Review of Guardian's Report .00
02/10/20 Receipt 550842 6.00
04/14/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/12/21 16k Notice to File 0061754 1.00
03/09/21 22n Guardian's Report 5.00
MEDELLIN, LOU ANN (fidy)
03/09/21 22ni Investigator Review of Guardian's Report .00
03/09/21 Receipt 568623 6.00
07/27/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/10/22 02 Forms 10.00
01/10/22 03 Docketing & Index 15.00
01/10/22 04 Computerized Legal Research 3.00
01/10/22 05 Computer Fee 10.00
01/10/22 07 Legal Aid Trust Fund 26.00
01/10/22 08 Dispute Resolution Fund 15.00
01/10/22 16 Special Projects Fund 15.00
01/10/22 gi Guardianship Investigator's Expense 75.00
01/10/22 cb COST BILL .00
01/10/22 17.0 Application for Appointment of Guardian 20.00
Renee M. Joseph
01/10/22 ge Entry Setting Hearing 02/17/2022 .00
9:00 A.M.
01/10/22 eb Exhibit A .00
Zoom invite
01/10/22 15.0 Next of Kin .00
01/10/22 15.1 Waiver of Notice .00
Louann Medellin
01/10/22 15.2 Guardian - Fiduciary's Acceptance .00
01/10/22 15.3 Affidavit of Additional Information .00
01/10/22 15.4 Guardian's Credibility Application .00
01/10/22 17ca Change of Address Information for .00
Guardianships
01/10/22 16.1 Affidavit of Custody .00
01/10/22 dl Copy of Driver's License of: .00
Renee Marie Werner
01/10/22 bcr Background Check Received .00
Renee Joseph (BCI)
01/10/22 l LETTER: Cover .00
01/10/22 Receipt 583395 189.00
01/10/22 15.8 Adult Guardianship Service Information .00
01/11/22 Pay out made through bookkeeper # 0000070857 .00
ACCT #: 000000000209 10.00
02/10/22 16k Notice to File 0061754 1.00
02/10/22 17.8 Investigator's Report .00
02/10/22 cos Certificate of Service 20.00
02/18/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
02/18/22 17d Magistrate's Decision Wambaugh .00
Accordingly, Renee Joseph is appointed
co-guardian of the person only of
Melissa Ann Medellin.
02/18/22 17b Notice To Attorneys and Parties .00
02/18/22 17c Findings of Fact .00
02/18/22 17n Entry Adopting Magistrate's Decision 5.00
02/18/22 cos Certificate of Service .00
02/18/22 cos Certificate of Service .00
02/18/22 dr Digital Record of Hearing CLW .00
2/17/22 ZOOM
03/14/22 nc Notice of Change of Address of: .00
03/14/22 22n Guardian's Report 5.00
MEDELLIN, LOU ANN (fidy)
03/15/22 cb COST BILL .00
03/15/22 igf Indigent Guardianship Fund 30.00
03/15/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
JOSEPH, RENEE M. (fidy)
03/15/22 15.9 Oath of Guardian .00
03/15/22 adl Additional Letters of Authority 1.00
03/15/22 11a Resignation of Fiduciary 5.00
Lou Ann Medellin
03/15/22 11c Entry Accepting Resignation of Fiduciary .00
03/15/22 Receipt 586616 67.00
03/15/22 al Amended Letters of Authority .00
Renee M Joseph
07/12/22 al Amended Letters of Authority .00
07/12/22 11a Resignation of Fiduciary 5.00
07/12/22 11c Entry Accepting Resignation of Fiduciary .00
Lou Ann Medellin
07/13/22 Receipt 592693 10.00
11/08/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/15/23 16k Notice to File 0061754 1.00
02/16/23 16k Notice to File 0090681 1.00
03/08/23 rmr Regular Mail Returned/Not Complete .00
Benjamin T. Worsowicz-Unclaimed.
03/08/23 cos Certificate of Service .00
03/08/23 att Attachments .00
03/10/23 22n Guardian's Report 5.00
JOSEPH, RENEE M. (fidy)
03/10/23 sc Substitution of Counsel 0093363 .00
JOSEPH, RENEE M. (fidy)
03/10/23 l LETTER: Taps Sutton & Roshon .00
03/17/23 22ni Investigator Review of Guardian's Report .00
06/29/23 16m Citation to File sent to guar 5.00
08/16/23 aesa Application for Authority to Establish .00
Stable Account with Assets/Income of the
Ward
08/16/23 eesa Entry Approving Authority to Establish MCD 5.00
Stable Account with Assets/Income of the
Ward
08/16/23 Receipt 612593 5.00
08/17/23 Receipt 612619 5.00
12/07/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/14/23 Receipt 618437 7.00
02/13/24 16k Notice to File 0093363 1.00
03/05/24 22n Guardian's Report 5.00
JOSEPH, RENEE M. (fidy)
03/05/24 l LETTER: .00
03/06/24 Receipt 622434 5.00
BALANCE DUE 1.00
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