Case Docket

Case Number: 550580  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SCHMIDT, JOAN
AKA :

Date Code Description Reference Receipt Cost
11/07/11 01 Case Number (Daily Reporter) 10.00
11/07/11 02 Forms 10.00
11/07/11 03 Docketing & Index 15.00
11/07/11 04 Computerized Legal Research 3.00
11/07/11 05 Computer Fee 10.00
11/07/11 07 Legal Aid Trust Fund 26.00
11/07/11 08 Dispute Resolution Fund 10.00
11/07/11 gi Guardianship Investigator's Expense 75.00
11/07/11 wc -Linda Diane Helms 22.00
WebCheck Fingerprinting
11/07/11 wc -Leslie Chappelear 22.00
WebCheck Fingerprinting
11/07/11 cb COST BILL .00
11/07/11 17.0 Application for Appointment of Guardian 20.00
11/07/11 ge Entry Setting Hearing 12/19/2011 .00
2 PM
11/07/11 15.0 Next of Kin .00
11/07/11 15.2 Guardian - Fiduciary's Acceptance .00
11/07/11 15.3 Affidavit of Additional Information .00
11/07/11 15.4 Guardian's Credibility Application .00
11/07/11 17ca Change of Address Information for .00
Guardianships
11/07/11 fw BCI&I Fingerprint Waiver .00
11/07/11 psoe Statement of Expert Evaluation .00
11/07/11 1.4 Subpoena (Attorney to Serve) .00 .00
David Belinky to serve Huntington Rec # 383499
National Bank
11/07/11 Receipt 383499 223.00
11/09/11 ros Return of Service .00
David Belinky served Huntington Natl
Bank on 11-7-11
11/15/11 dl Copy of Driver's License of: .00
Linda D. Helms
11/15/11 fn Fingerprint Return No Hit .00
Linda D. Helms
11/15/11 dl Copy of Driver's License of: .00
Leslie K Chappelear
11/29/11 cr Certified Mail Returned .00
complete-Aviva Life & Annuity
11/29/11 cr Certified Mail Returned .00
complete-John Deere Credit
11/29/11 cr Certified Mail Returned .00
complete-New Era Life Ins
12/15/11 17.8 Investigator's Report E von Frese .00
12/15/11 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/15/11 16.5 Court Investigator Record of Service E von Frese .00
12/15/11 aos Affidavit of Service 7.10
12/19/11 igf Indigent Guardianship Fund 30.00
12/19/11 adl Additional Letters of Authority 9.00
12/19/11 cb COST BILL .00
12/19/11 17b Notice To Attorneys and Parties .00
12/19/11 17c Findings of Fact .00
12/19/11 17d Magistrate's Decision Meister .00
LInda Helms is appointed guardian of
the estate and Leslie Chappelear is
appointed guardian of the person only.
12/19/11 ex Bond is set at 40000.00 .00
12/19/11 17n Entry Approving Magistrate's Decision 5.00
12/19/11 17n Entry Approving Magistrate's Decision 5.00
12/19/11 cos Certificate of Service .00
12/19/11 15.9 Oath of Guardian .00
12/19/11 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HELMS, LINDA DIANE (fidy)
12/19/11 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
CHAPPELEARD, LESLIE (fidy)
12/19/11 15.9 Oath of Guardian .00
12/19/11 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 40000.00 .00
PalmerMiller
R Prater
12/19/11 att Attachments .00
Guardians Credibility and Signature pg
12/19/11 bapm Bond Application for Palmer Miller .00
12/19/11 Receipt 385846 66.10
12/19/11 dr Digital Record of Hearing FM .00
12/19/2011 22-E
Time: 2:10:59 p.m.-2:33:00 p.m.
01/27/12 15a Application for Authority to Expend 10.00
Funds
01/27/12 15b Entry Authorizing Expenditure of Funds 5.00
01/27/12 eb Exhibit .00
01/27/12 Receipt 388017 15.00
02/13/12 m Motion Of Gary Price To Intervene In The .00
Guardianship Of Joan Schmidt
02/13/12 mem Memorandum in Support .00
02/13/12 cos Certificate of Service .00
02/13/12 eb Exhibit 1 & 2 .00
02/13/12 ex Extra Pages 15.00
02/13/12 m Motion Of Gary Price For Substitution As .00
Guardian Of The Estate Only Of Joan
Schmidt
02/13/12 mem Memorandum in Support .00
02/13/12 cos Certificate of Service .00
02/13/12 eb Exhibits 1 & 2 .00
02/13/12 ex Extra Pages 19.00
02/13/12 1e Entry Setting Hearing 03/22/2012 5.00
on Motions 10:30 am
HELMS, LINDA DIANE (fidy)
02/13/12 Receipt 389001 39.00
02/23/12 6.0 Inventory 1489134.55 7.00
HELMS, LINDA DIANE (fidy)
02/23/12 1ae Entry Increasing Bond 2960000.00 5.00
Palmer/Mille
02/23/12 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 3000000.00 .00
Palmer/Mille
R Prater
02/23/12 bapm Bond Application for Palmer Miller .00
02/23/12 cpi Confidential Personal Identifiers .00
02/23/12 c Copy .20
02/23/12 Receipt 389634 12.20
03/05/12 1ca Application for Attorney Fees 5.00
David A. Belinky 9950.00
2996.32
03/05/12 fs Fee Schedule 1.00
03/05/12 1e Entry Setting Hearing 03/16/2012 5.00
10:30 am
HELMS, LINDA DIANE (fidy)
03/05/12 c Copy .30
03/05/12 Receipt 390186 11.30
03/15/12 app Application To Place Will On Deposit .00
03/16/12 cos Certificate of Service .00
03/16/12 1cb Entry Approving Attorney Fees 9950.00 5.00
David Belinky 2996.32
03/16/12 cc Certified Copy 1.00
03/16/12 Receipt 390997 6.00
03/20/12 1.4 Subpoena (Attorney to Serve) 12.00 .00
David Belinky to serve Amie L. Vanover, Rec # 391155
Esq.
03/20/12 Receipt 391155 .00
03/22/12 1da Application for Continuance of Hearing .00
03/22/12 1de Entry Continuing Hearing 05/29/2012 5.00
2:00 pm
HELMS, LINDA DIANE (fidy)
03/22/12 ros Return of Service .00
David Belinky served Linda Iacobini
assistant to Amie Vanover on 03-20-12
at 11:00 am
03/22/12 noa Notice of Appearance of Counsel .00
- Not Attorney of Record
J. Michael Evans as co-counsel for
Linda Helms & Leslie Chappealear
03/22/12 cos Certificate of Service .00
03/22/12 Receipt 391325 5.00
04/19/12 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Tom Feher
John B. Kopf, III
04/19/12 cos Certificate of Service .00
05/09/12 16a Application to Deposit Assets in Lieu of .00
Bond
05/09/12 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 65000.00
001
05/09/12 cc Certified Copy 1.00
05/09/12 Receipt 394314 6.00
05/23/12 mc MEMORANDUM CONTRA .00
05/23/12 cos Certificate of Service .00
05/29/12 e Entry-The Motion of Gary Price to 5.00
Intervene in the Guardianship of Joan
Schmidt be approved & that counsel for
Gary Price file a motion with this Court
05/29/12 ex under Section 60(B) of the Ohio Rules .00
of Civil Procedure and/or an application
for substitute appointment of guardian
& related documents on or before
05/29/12 ex June 8, 2012. .00
05/29/12 Receipt 395384 5.00
06/05/12 16c Verification of Receipt or Deposit HNB .00
65000.00
001 Y
(fidy)
06/08/12 cb COST BILL .00
06/08/12 17.0 Application for Appointment of Guardian .00
Successor
06/08/12 ge Entry Setting Hearing 07/12/2012 .00
10:30am
06/08/12 15.0 Next of Kin .00
06/08/12 15.2 Guardian - Fiduciary's Acceptance .00
06/08/12 15.3 Affidavit of Additional Information .00
06/08/12 att Attachments .00
06/08/12 17ca Change of Address Information for .00
Guardianships
06/08/12 fw BCI & I Fingerprint Waiver .00
06/08/12 15.4 Guardian's Credibility Application .00
06/08/12 m Motion .00
06/08/12 mem Memorandum in Support .00
06/08/12 cos Certificate of Service .00
06/08/12 ex Extra Pages 31.00
06/08/12 Receipt 396143 31.00
06/20/12 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/20/12 16.5 Court Investigator Record of Service .00
06/20/12 aos Affidavit of Service 7.40
06/25/12 misc Response of Linda Diane Helms, Guardian 10.00
of The Estate Of Joan Schmidt, To Rule
60(B)Motion Of Intervenor Gary Price For
Relief From Judgment Appointing
06/25/12 ex Guardians Of The Estate For Joan Schmidt .00
& Alternative Imposition Of Less
Restrictive Alternative To Guardianship
of Joan Schmidt or Substitution as
06/25/12 cos Certificate of Service .00
06/25/12 ex Guardian of the estate only & motion to .00
limit hearing
06/26/12 Receipt 397123 10.00
07/02/12 fn Fingerprint Return No Hit .00
Gary Price
07/02/12 fn Fingerprint Return No Hit .00
Gary Edward Price
07/03/12 m Motion To Disqualify Of Intervenor .00
Gary Price
07/03/12 mem Memorandum in Support .00
07/03/12 cos Certificate of Service .00
07/03/12 eb Exhibits A-C 14.00
07/03/12 Receipt 397528 21.40
07/12/12 dr Digital Record of Hearing BFS .00
07/12/2012 22-A
Time: 10:38:48 a.m.-10:41:49 a.m.
07/12/12 dr Digital Record of Hearing BFS .00
07/12/2012 22-A
Time: 10:42:37 a.m.-10:52:38 a.m.
07/17/12 1.4 Subpoena (Attorney to Serve) .00 .00
Amie L. Vanover to serve David Belinky Rec # 398872
by Express Mail
07/17/12 ros Return of Service .00
Amie Vanover served David A. Belinky
by express mail
07/17/12 mo Magistrate's Order Continuing .00
that hearing scheduled for 07/12/2012
10am is con't until 08/17/2012 at 9am
07/17/12 cos Certificate of Service .00
07/17/12 1r Order to Serve .00
07/18/12 fn Fingerprint Return No Hit .00
Gary E. Price
07/19/12 1ra Return of Order to Serve .00
Eric von Frese served Joan Schmidt on
July 18, 2012
07/26/12 cb COST BILL 3rd Appl .00
07/26/12 17.0 Application for Appointment of Guardian .00
07/26/12 15.4 Guardian's Credibility Application .00
07/26/12 15.0 Next of Kin .00
07/26/12 15.2 Guardian - Fiduciary's Acceptance .00
07/26/12 15.3 Affidavit of Additional Information .00
07/26/12 17ca Change of Address Information for .00
Guardianships
07/26/12 cb COST BILL Interim .00
07/26/12 igf Indigent Guardianship Fund 30.00
07/26/12 e Entry to consider an extension 5.00
of the applicant's Interim Appointment
for an additional 30 days
07/26/12 cos Certificate of Service .00
07/26/12 15.5 Entry Appointing Guardian, Letter of LTD/INT 5.00
Authority
ONEGA, DAVID A. (fidy)
07/26/12 15.9 Oath of Guardian .00
07/26/12 4.2 Fiduciary's Bond/RLI Ins Co 3000000.00 .00
CBS
Frank Duffy
07/26/12 att Attachments .00
07/26/12 Receipt 398872 40.00
07/31/12 sc Substitution of Counsel 0005665 .00
HELMS, LINDA DIANE (fidy)
07/31/12 cos Certificate of Service .00
07/31/12 2.1 Notice of Suggestion That Intervenor's .00
Motion To Disqualify Is Moot
07/31/12 cos Certificate of Service .00
08/09/12 m Agreed Motion to Extend the term .00
of Interim Guardian of the Estate and
for the continuance of August 17, 2012
hearing to occur no later than
08/09/12 ex September 30, 2012 pending further .00
review of the Court
08/09/12 e Entry granting continuances 5.00
08/09/12 adl Additional Letters of Authority 3.00
Updated
08/09/12 Receipt 399718 8.00
08/09/12 adl Additional Letters of Authority INTERIM .00
Updated time of appt to 9/9/12
08/09/12 al Amended Letters of Authority .00
08/14/12 m Motion To Substitute Bond .00
08/14/12 e Entry 5.00
08/14/12 cc Certified Copy 1.00
08/14/12 Receipt 399970 6.00
08/17/12 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 3000000.00 .00
Palmer/Mille
R Prater
08/17/12 bapm Bond Application for Palmer Miller .00
08/17/12 15c Application to Release Funds .00
08/17/12 15d Entry Authorizing Release of Funds 24860.61 5.00
4055.09
08/17/12 cc Certified Copy 1.00
08/17/12 15a Application for Authority to Expend 16.00
Funds from Custodial Account. Includes
costs for Entry and Certification.
08/17/12 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
08/17/12 eb Exhibit A .00
08/17/12 cc Certified Copy 1.00
08/17/12 Receipt 400245 23.00
08/28/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/28/12 15bn Entry Authorizing Expenditure of Funds 375.00 5.00
(Non-Custodial) 106.70
180.00
08/28/12 m Stipulated Motion For The Appointments .00
Of Master Commissioner & Guardian Of
The Estate & Related Matters
08/28/12 e Entry 5.00
08/28/12 cc Certified Copy 2.00
08/28/12 Receipt 400916 22.00
08/29/12 misc Oath of Special Master Commissioner .00
David Onega
08/31/12 1ca Application for Attorney Fees 5.00
David Belinky 7450.00
891.00
08/31/12 cos Certificate of Service .00
08/31/12 fs Fee Schedule 1.00
08/31/12 Receipt 401114 6.00
09/10/12 1e Entry Setting Hearing 09/28/2012 5.00
9:00am
HELMS, LINDA DIANE (fidy)
09/10/12 Receipt 401588 5.00
09/13/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/13/12 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
See Exhibit
09/13/12 cc Certified Copy 1.00
09/13/12 Receipt 401763 16.00
09/20/12 cos Certificate of Service .00
09/24/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/24/12 15bn Entry Authorizing Expenditure of Funds 919.52 5.00
(Non-Custodial)
See Exhibit
09/24/12 eb Exhibit- A-3 5.00
09/24/12 Receipt 402333 20.00
09/28/12 cb COST BILL .00
09/28/12 igf Indigent Guardianship Fund 30.00
09/28/12 adl Additional Letters of Authority 9.00
09/28/12 11a Resignation of Fiduciary 5.00
09/28/12 17d Magistrate's Decision suffron .00
Gary E Price is appointed successor
guardian of the estate.
Bond $3000.00
09/28/12 17b Notice To Attorneys and Parties .00
09/28/12 17c Findings of Fact .00
09/28/12 17n Entry Approving Magistrate's Decision 5.00
09/28/12 cos Certificate of Service .00
09/28/12 15.5 Entry Appointing Guardian, Letter of LTD/INT 5.00
Authority
PRICE, GARY E. (fidy)
09/28/12 15.9 Oath of Guardian .00
09/28/12 bapm Bond Application for Palmer Miller .00
09/28/12 att Attachments .00
09/28/12 15c Application to Release Funds .00
09/28/12 15d Entry Authorizing Release of Funds 24860.61 5.00
Huntington Bank 4055.09
09/28/12 cc Certified Copy 1.00
09/28/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/28/12 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
See Exhibit A
09/28/12 eb Exhibit .00
09/28/12 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 3000000.00 .00
Palm Miller
R Prater
09/28/12 Receipt 402617 75.00
09/28/12 15c Application to Release Funds .00
09/28/12 15d Entry Authorizing Release of Funds 10850.48 5.00
Huntington Bank 65153.50
09/28/12 cc Certified Copy 1.00
09/28/12 Receipt 402660 6.00
09/28/12 dr Digital Record of Hearing BFS .00
09/28/2012 22-B
Time: 9:45:50 a.m.-9:53:55 a.m.
10/05/12 1ca Application for Attorney Fees 89892.98 5.00
amie L Vanover 881.46
10/05/12 mem Memorandum in Support .00
10/05/12 fs Fee Schedule 27.00
10/05/12 1e Entry Setting Hearing 11/01/2012 5.00
Application For Fees 10:30am
HELMS, LINDA DIANE (fidy)
10/05/12 Receipt 403061 37.00
10/15/12 misc Report Of Special Master Commissioner .00
10/15/12 1cd Application for Fiduciary Fees 5.00
10/15/12 1ce Entry Approving Fiduciary Fees 8040.14 5.00
Linda D. Helms
10/15/12 fs Fee Schedule .00
10/15/12 6a Amended Inventory 1475245.47 7.00
HELMS, LINDA DIANE (fidy)
10/15/12 6.1 Schedule of Assets R/E: .00
10/15/12 cpi Confidential Personal Identifiers .00
10/15/12 cpi Confidential Personal Identifiers .00
10/15/12 13.0 Fiduciary's Final Account 01 22.00
HELMS, LINDA DIANE (fidy)
10/15/12 13.1 Receipts and Disbursements .00
10/15/12 13.2 Assets Remaining in Fiduciary's Hands .00 .00
10/15/12 ex Extra Pages 9.00
10/15/12 Receipt 403500 48.00
10/16/12 13e Entry Setting Hearing on Account .00
10/16/12 13.0 Fiduciary's Final Account 01 24.00
ONEGA, DAVID A. (fidy)
10/16/12 13.1 Receipts and Disbursements .00
10/16/12 cpi Confidential Personal Identifiers .00
10/17/12 13e Entry Setting Hearing on Account .00
10/17/12 Receipt 403645 24.00
10/19/12 1ca Application for Attorney Fees 5.00
J Michael Evans 43675.00
198.70
10/19/12 fs Fee Schedule 21.00
10/19/12 mem Memorandum in Support 5.00
10/19/12 cos Certificate of Service .00
10/19/12 1e Entry Setting Hearing 11/01/2012 5.00
atty fees for J. Michael Evans 10:30 am
HELMS, LINDA DIANE (fidy)
10/19/12 Receipt 403775 36.00
10/19/12 1ca Application for Special Master 5.00
Commissioner & Interim Guardian 57231.00
189.86
10/19/12 fs Fee Schedule 17.00
10/19/12 1e Entry Setting Status Conference 10/31/2012 5.00
2:30 pm
HELMS, LINDA DIANE (fidy)
10/19/12 Receipt 403798 27.00
10/26/12 mem Memorandum in Support of Fees Of David .00
A. Belinky, Former Attorney For The
Guardianship of Joan Schmidt
10/26/12 cos Certificate of Service .00
10/26/12 eb Exhibit A 6.00
10/26/12 Receipt 404148 6.00
10/31/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/31/12 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial) 200.00 Mth
10/31/12 Receipt 404428 15.00
10/31/12 dr Digital Record of Hearing BFS .00
10/31/2012 22-A
Time: 2:34:20 p.m.-2:35:25 p.m.
10/31/12 dr Digital Record of Hearing BFS .00
10/31/2012 22-C
Time: 3:05:50 p.m.-3:23:12 p.m.
11/01/12 dr Digital Record of Hearing BFS .00
11/01/2012 22-A
Time: 10:41:14 a.m.-10:53:57 a.m.
11/08/12 misc Filed For Signature Only Related To .00
10/31/2012 App to expend
11/16/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/20/12 16k Notice to File 0005665 1.00
11/26/12 13i Judgment Entry Approving Final Account .00
11/27/12 13i Judgment Entry Approving Final Account .00
11/29/12 sc Substitution of Counsel 0072058 .00
CHAPPELEARD, LESLIE (fidy)
11/29/12 cos Certificate of Service .00
11/29/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/29/12 15bn Entry Authorizing Expenditure of Funds 1057.38 5.00
(Non-Custodial) 201.34
152.00
704.04
11/29/12 cc Certified Copy 1.00
11/29/12 Receipt 405949 17.00
12/07/12 17n Entry Approving Special Master 5.00
Commissioner's Report Of October 15 2012
and Defering Long Term Cash Needs
12/07/12 cos Certificate of Service .00
12/07/12 17d Magistrate's Decision-that Application suffron .00
for Fees filed by Savid Ongea should be
approved in the amount of $57315.04
with should be paid from the assets of
12/07/12 ex guardianship and the balance of the fees .00
submitted October 19 2012 are denied.
Gary Price as guardian of the estate
shall cause the amount of $57315.04 to
12/07/12 ex be paid from the assets forthwith .00
12/07/12 17b Notice To Attorneys and Parties .00
12/07/12 17c Findings of Fact .00
12/07/12 cos Certificate of Service .00
12/07/12 17d Magistrate's Decision .00
12/07/12 ex the balance of the fees submitted .00
10/19/12 are denied. Gary Price as
guardian of the estate of Joan Schmidt
shall cause the amount of $42006.70 to
12/07/12 ex be paid from the assets forthwith .00
12/07/12 17b Notice To Attorneys and Parties .00
12/07/12 17c Findings of Fact .00
12/07/12 cos Certificate of Service .00
12/07/12 17d Magistrate's Decision suffron .00
David Belinky should be approved in the
amount of $6318.50 which should be paid
from the assets of the guardianship and
12/07/12 ex the balance of the fees submitted .00
10/26/12 are denied. Gray Price as
guardian of the estate chall cause the
amount of $6318.50 to be paid form the
12/07/12 ex assets forthwith .00
12/07/12 cos Certificate of Service .00
12/07/12 17d Magistrate's Decision sufffron .00
Gray Price as successor of guardian of
the estate is authorized to pay the
amount of $35496.60 to Thompson Hine,
12/07/12 ex for rees and costs for the period of .00
01/18/12 to 08/30/2012 and the balance
of this fee application is denied as a
guardianship expenese
12/07/12 17b Notice To Attorneys and Parties .00
12/07/12 17c Findings of Fact .00
12/07/12 cos Certificate of Service .00
12/12/12 1da Application for Continuance of Hearing 4675.00 .00
David Belinky
12/12/12 mem Memorandum in Support .00
12/12/12 fs Fee Schedule .00
12/12/12 cos Certificate of Service .00
12/12/12 1e Entry Setting Hearing 02/01/2013 5.00
3pm
CHAPPELEAR, LESLIE (fidy)
12/12/12 Receipt 406659 10.00
12/18/12 app Application To Extend Time To File .00
Objections To Magistrate Decision
12/18/12 e Entry Extending Time To File Objections 5.00
To Magistrate Decision 01/31/2013
12/18/12 Receipt 407002 5.00
12/21/12 1ca Application for Attorney Fees 17566.50 5.00
Thompson Hine 149.90
12/21/12 fs Fee Schedule 7.00
12/21/12 1e Entry Setting Hearing 02/01/2013 5.00
3pm
CHAPPELEAR, LESLIE (fidy)
12/21/12 Receipt 407263 17.00
12/24/12 jd Judge's Decision-Entry Adopting 5.00
Magistrate's Decision
It is order of the court that Gary E.
Price shall pay David Belinky the amt
12/24/12 ex of $6318.50 for fees & costs, the .00
balance of the fees is denied.
12/24/12 cos Certificate of Service .00
12/24/12 jd Judge's Decision-Entry Adopting 5.00
Magistrates Decision
Its Order of the court that Gary E.
Price shall pay to J. Michael Evans, Esq
12/24/12 ex the amount of $42006.70 for fees & costs .00
balance of the fees is denied.
12/24/12 cos Certificate of Service .00
12/24/12 jd Judge's Decision-Entry Adopting 5.00
Magistrates Decision
That Gary E. Price pay to David A. Onega
the sum of $57315.04 for fees & costs &
12/24/12 ex the balance of fees is denied. .00
12/24/12 cos Certificate of Service .00
12/26/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/26/12 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
12/26/12 Receipt 407326 30.00
01/30/13 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
01/30/13 soe Statement of Expert Evaluation .00
CHAPPELEAR, LESLIE (fidy)
01/30/13 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
01/30/13 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
CHAPPELEAR, LESLIE (fidy)
01/30/13 Receipt 409224 10.00
02/01/13 dr Digital Record of Hearing BFS .00
02/01/2013 22-B
Time: 3:16:00 p.m.-3:32:51 p.m.
03/15/13 17d Magistrate's Decision-The fee Suffron .00
application filed by Thompson Hine in
the amt of $47771.64 should be paid from
the assets of the guardianship.
03/15/13 ex Gary Price, as guardian of the estate .00
shall cause the amt of $17771.64 to be
paid to Thompson Hine from the assets of
guardianship.
03/15/13 17b Notice To Attorneys and Parties .00
03/15/13 17c Findings of Fact .00
03/15/13 cos Certificate of Service .00
03/18/13 jd Judge's Decision montgomery 5.00
Entry Adopting Magistrate's Decision
03/18/13 cos Certificate of Service .00
04/03/13 22ni Investigator Review of Guardian's Report .00
04/08/13 jd Judge's Decision-Entry Adopting Montgomery 5.00
Magistrate's Decision
The application for fees filed by
Thompson Hine in the amt of $17771.64
04/08/13 ex (fees & costs) shall be paid from the .00
assets of the guardianship. Gary E.
Price, as guardian of the estate of
Joan Schmidt shall cause the amount of
04/08/13 ex $17771.64 to be paid to Thompson Hine .00
from the assets of the guardianship
forthwith.
04/08/13 cos Certificate of Service .00
04/11/13 17d Magistrate's Decision-that 12/12/2012 suffron .00
Application for Fees filed by David A.
Belinky should be approved in the amount
of $4037.50 which should be paid from
04/11/13 ex the assets of the guardianship and the .00
balance of the fees submitted are denied
Gray price as guardian of the estate
shall casue the amount of $4037.50 to be
04/11/13 ex paid from the assets forthwith .00
04/11/13 17b Notice To Attorneys and Parties .00
04/11/13 17c Findings of Fact .00
04/11/13 cos Certificate of Service .00
04/26/13 m Motion Of Special Master Commissioner .00
And Guardian Of The Estate Of For
Approval And Authority To Enter Into
Settlement Agreement
04/26/13 att Attachments .00
04/26/13 e Entry 5.00
04/26/13 Receipt 414322 15.00
05/06/13 jd Judge's Decision-Entry Adopting Montgomery 5.00
Magistrate's Decision
05/06/13 cos Certificate of Service .00
05/21/13 50m Application to Terminate Appointment 10.00
as Special Master Commissioner
David A. Onega
05/21/13 e Entry terminating appointment as 5.00
Special Master Commissioner
05/21/13 1cd Application for Special Master 5.00
Commissioner Fees
05/21/13 1ce Entry Approving Special Master 5.00
and attorney for same 10915.00
123.57
05/21/13 1cc Consent to Attorney Fees 11038.57 .00
Gary E. Price
05/21/13 fs Fee Schedule .00
05/21/13 ex Extra Pages 6.00
05/21/13 Receipt 415662 36.00
05/31/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/31/13 15bn Entry Authorizing Expenditure of Funds 9614.00 5.00
(Non-Custodial) 10233.07
05/31/13 att Attachments .00
05/31/13 1ca Application for Attorney Fees 5.00
05/31/13 1cb Entry Approving Attorney Fees 10082.75 5.00
Kelly C. Patton 150.32
05/31/13 1cc Consent to Attorney Fees .00
Gary Price
05/31/13 fs Fee Schedule 5.00
05/31/13 cc Certified Copy 1.00
05/31/13 Receipt 416280 31.00
08/30/13 13k Notice to File Account 0072058 1.00
09/17/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/17/13 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
09/17/13 att Attachments .00
09/17/13 Receipt 422470 16.00
10/02/13 13n Application to Extend Time to File .00
Account
10/02/13 13o Entry Extending Time to File Account 11/01/2013 5.00
PRICE, GARY E. (fidy)
10/02/13 Receipt 423271 5.00
11/14/13 1b Application to Reduce Bond 5.00
11/14/13 1be Entry to Reduce Bond 2735250.00 5.00
Palmer/Mille
11/14/13 13a Fiduciary's Partial Account 01 22.00
PRICE, GARY E. (fidy)
11/14/13 13.1 Receipts and Disbursements .00
11/14/13 13.2 Assets Remaining in Fiduciary's Hands 1480524.94 .00
11/14/13 ex Extra Pages 14.00
11/14/13 Receipt 425667 46.00
11/15/13 13r Custodial Year End Report 2012 HNB .00
65267.31
11/15/13 13e Entry Setting Hearing on Account .00
11/15/13 cpi Confidential Personal Identifiers .00
11/21/13 1ca Application for Attorney Fees 5.00
11/21/13 1cb Entry Approving Attorney Fees 6210.00 5.00
Kelly C. Patton 110.84
11/21/13 1cc Consent to Attorney Fees .00
Gary E. Price
11/21/13 fs Fee Schedule 1.00
11/21/13 1cd Application for Fiduciary Fees 5.00
11/21/13 1ce Entry Approving Fiduciary Fees 14094.00 5.00
Gary E. Price
11/21/13 1cc Consent to Guardian Fees .00
11/21/13 fs Fee Schedule .00
11/21/13 1cd Application for Fiduciary Fees 5.00
11/21/13 1ce Entry Approving Fiduciary Fees 5.00
Leslie Chappelear 18360.00
11/21/13 Receipt 426067 31.00
12/26/13 13h Judgment Entry Approving Partial Account .00
12/31/13 16k Notice to File 0072058 1.00
02/12/14 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
02/12/14 Receipt 430185 6.00
02/19/14 22ni Investigator Review of Guardian's Report .00
03/13/14 13x Custodial Year End Report 2013 HNB .00
0.00
08/26/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/26/14 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/26/14 Receipt 441091 15.00
10/16/14 13k Notice to File Account 0072058 1.00
11/12/14 13n Application to Extend Time to File .00
Account
11/12/14 13o Entry Extending Time to File Account 01/09/2015 5.00
PRICE, GARY E. (fidy)
11/12/14 Receipt 445189 6.00
11/19/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/30/14 1cd Application for Fiduciary Fees 5.00
12/30/14 1ce Entry Approving Fiduciary Fees 5.00
Leslie Chappelear 13110.00
12/30/14 Receipt 447541 10.00
01/09/15 13n Application to Extend Time to File .00
Account
01/09/15 13o Entry Extending Time to File Account 01/30/2015 5.00
PRICE, GARY E. (fidy)
01/09/15 Receipt 448037 5.00
01/14/15 16k Notice to File 0072058 1.00
01/26/15 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
01/26/15 Receipt 448918 6.00
01/27/15 1ca Application for Attorney Fees 5925.00 5.00
Kelly C. Patton, Esq 111.48
01/27/15 1cc Consent to Attorney Fees .00
Gary Price
01/27/15 fs Fee Schedule .00
01/27/15 Receipt 448999 5.00
02/02/15 1cb Entry Approving Attorney Fees 5.00
02/02/15 Receipt 449284 5.00
02/04/15 22ni Investigator Review of Guardian's Report .00
02/04/15 1cd Application for Fiduciary Fees 5.00
02/04/15 1ce Entry Approving Fiduciary Fees 13444.36 5.00
Gary E. Price
02/04/15 1cc Consent to Attorney Fees .00
Gary E. Price
02/04/15 fs Fee Schedule .00
02/04/15 13a Fiduciary's Partial Account 03 22.00
PRICE, GARY E. (fidy)
Correction it is the 2nd account *02
02/04/15 13.1 Receipts and Disbursements .00
02/04/15 13.2 Assets Remaining in Fiduciary's Hands 1328970.23 .00
02/04/15 ex Extra Pages 10.00
02/04/15 cc Certified Copy 2.00
02/04/15 c Copy .70
02/04/15 Receipt 449454 44.70
02/05/15 13e Entry Setting Hearing on Account .00
02/19/15 15an Application for Authority to Expend amended 10.00
Funds (Non-Custodial)
02/19/15 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
02/19/15 Receipt 450356 15.00
03/18/15 13h Judgment Entry Approving Partial Account .00
06/26/15 1cd Application for Fiduciary Fees 17100.00 5.00
Gary e Price
06/26/15 1e Entry Setting Hearing 08/04/2015 5.00
8:30am
CHAPPELEAR, LESLIE (fidy)
06/26/15 Receipt 457694 10.00
07/01/15 1ce Entry Approving Fiduciary Fees 5.00
07/07/15 Receipt 458179 5.00
08/19/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/18/15 1ca Application for Attorney Fees 5027.50 5.00
Kelly C Patton 247.58
12/18/15 1cc Consent to Attorney Fees .00
Gary Price
12/18/15 fs Fee Schedule .00
12/18/15 Receipt 467310 5.00
12/18/15 1cd Application for Fiduciary Fees 5.00
12/18/15 1ce Entry Approving Fiduciary Fees 12607.52 5.00
Kelly Patton
12/18/15 fs Fee Schedule .00
12/18/15 1cc Consent to Attorney Fees .00
Gary E Price
12/18/15 Receipt 467314 10.00
12/23/15 13a Fiduciary's Partial Account 03 22.00
PRICE, GARY E. (fidy)
12/23/15 13.1 Receipts and Disbursements .00
12/23/15 13.2 Assets Remaining in Fiduciary's Hands 1161599.37 .00
12/23/15 ex Extra Pages 11.00
12/23/15 Receipt 467551 33.00
12/24/15 13e Entry Setting Hearing on Account .00
12/29/15 16k Notice to File 0072058 1.00
01/06/16 1cb Entry Approving Attorney Fees 5275.08 5.00
01/06/16 Receipt 468104 6.00
02/08/16 13h Judgment Entry Approving Partial Account .00
03/01/16 14.7 Application to Extend Time to File .00
Report
03/01/16 14.8 Entry Extending Time to File Report/ 03/29/2016 5.00
- Extending Hearing
CHAPPELEAR, LESLIE (fidy)
03/01/16 Receipt 471182 5.00
03/16/16 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
03/16/16 Receipt 472140 5.00
04/04/16 misc Guardians 2016 Annual Plan .00
- Leslie Chappelear, Guardian of Person
- Gary E Price, Guardian of Estate
04/04/16 1cd Application for Fiduciary Fees 5.00
of the person
04/04/16 1ce Entry Approving Fiduciary Fees 15952.80 5.00
Kelly Patton
04/04/16 Receipt 473230 10.00
05/13/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/27/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/27/16 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/27/16 Receipt 478124 15.00
11/25/16 13k Notice to File Account 0072058 1.00
12/27/16 13n Application to Extend Time to File .00
Account
12/27/16 13o Entry Extending Time to File Account 02/03/2017 5.00
PRICE, GARY E. (fidy)
12/27/16 Receipt 488271 6.00
01/17/17 1cd Application for Fiduciary Fees 10.00
01/17/17 morf Magistrate's Order Regarding Fees 11015.72 .00
Gary E. Price
01/17/17 1cc Consent to Attorney Fees .00
Gary Price
01/17/17 fs Fee Schedule .00
01/17/17 1ca Application for Attorney Fees 10.00
01/17/17 1cc Consent to Attorney Fees .00
Gary E. Price
01/17/17 morf Magistrate's Order Regarding Fees 4539.50 .00
Kelly Patton
01/17/17 fs Fee Schedule .00
01/17/17 1b Application to Reduce Bond 5.00
01/17/17 1be Entry to Reduce Bond 1704300.00 5.00
Liberty
01/17/17 13p Application to Amend Accounting .00
01/17/17 13q Entry Amending Accounting 5.00
01/17/17 13a Fiduciary's Partial Account 04 22.00
PRICE, GARY E. (fidy)
01/17/17 13.1 Receipts and Disbursements .00
01/17/17 13.2 Assets Remaining in Fiduciary's Hands 937625.48 .00
01/17/17 ex Extra Pages 11.00
01/17/17 Receipt 489301 68.00
01/18/17 13e Entry Setting Hearing on Account .00
02/17/17 16k Notice to File 0072058 1.00
02/21/17 Receipt 491330 1.00
02/21/17 1cd Application for Compensation for 10.00
Services by Guardian of the Person
02/21/17 fs Fee Compensation Schedule .00
02/28/17 13h Judgment Entry Approving Partial Account .00
03/07/17 mo Magistrate's Order Scheduling Hearing 5.00
03/07/17 cos Certificate of Service .00
03/16/17 1ce Entry Approving Fiduciary Fees 14366.70 .00
Kelly Patton
03/16/17 Receipt 492710 15.00
04/19/17 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
04/19/17 22p Annual Guardianship Plan .00
04/19/17 Receipt 494797 5.00
05/09/17 22ni Investigator Review of Guardian's Report .00
06/08/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/08/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/08/17 Receipt 497725 15.00
06/14/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/28/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/28/17 15bn Entry Authorizing Expenditure of Funds 1000.00 5.00
(Non-Custodial)
07/28/17 Receipt 500444 15.00
10/06/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/06/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
10/06/17 att Attachments .00
10/06/17 Receipt 504300 15.00
12/15/17 13a Fiduciary's Partial Account 05 22.00
PRICE, GARY E. (fidy)
12/15/17 13.1 Receipts and Disbursements .00
12/15/17 13.2 Assets Remaining in Fiduciary's Hands 781671.99 .00
12/15/17 ex Extra Pages 13.00
12/15/17 1b Application to Reduce Bond 5.00
12/15/17 1be Entry to Reduce Bond 1370670.00 5.00
Liberty
12/15/17 1cd Application for Fiduciary Fees 10.00
of the person
12/15/17 1ce Entry Approving Fiduciary Fees 13526.10 .00
Kelly Patton
12/15/17 1ca Application for Attorney Fees 10.00
12/15/17 1cc Consent to Attorney Fees .00
Gary E. Price
12/15/17 fs Fee Schedule .00
12/15/17 morf Magistrate's Order Regarding Fees 3511.50 .00
Kelly Patton
12/15/17 1cd Application for Fiduciary Fees 10.00
of the estate
12/15/17 1cc Consent to Guardian Fees .00
Gary Price
12/15/17 fs Fee Schedule .00
12/15/17 morf Magistrate's Order Regarding Fees 10298.37 .00
Gary E. Price
12/15/17 Receipt 507878 75.00
12/18/17 13e Entry Setting Hearing on Account .00
01/29/18 13h Judgment Entry Approving Partial Account .00
03/20/18 16k Notice to File 0072058 1.00
04/19/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/21/18 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
05/21/18 22p Annual Guardianship Plan .00
05/21/18 Receipt 516443 6.00
06/07/18 22ni Investigator Review of Guardian's Report .00
07/12/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/12/18 att Attachments .00
07/12/18 15bn Entry Authorizing Expenditure of Funds 4500.00 5.00
(Non-Custodial) 5600.00
07/12/18 Receipt 519266 15.00
11/20/18 13k Notice to File Account 0072058 1.00
12/14/18 1b Application to Reduce Bond 5.00
12/14/18 1be Entry to Reduce Bond 1067000.00 5.00
Lib. Mutual
12/14/18 1cd Application for Compensation for 10.00
Services by Guardian of the Person
Chappelear, Leslie
12/14/18 1ce Entry Approving Extraordinary Guardian 16003.80 .00
of Person Compensation BFS
12/14/18 1cd Application for Guardian Fees 10.00
12/14/18 1cc Consent to Guardian Fees .00
Price, Gary E.
12/14/18 morf Magistrate's Order Regarding Fees 9766.49 .00
BFS
12/14/18 fs Fee Schedule .00
12/14/18 1ca Application for Attorney Fees 10.00
Patton, Kelly C.
12/14/18 1cc Consent to Attorney Fees .00
Price, Gary E.
12/14/18 fs Fee Schedule .00
12/14/18 morf Magistrate's Order Regarding Fees 4332.00 1.00
197.38
BFS
12/14/18 13a Fiduciary's Partial Account 06 22.00
PRICE, GARY E. (fidy)
12/14/18 13.1 Receipts and Disbursements .00
12/14/18 13.2 Assets Remaining in Fiduciary's Hands 629041.97 .00
12/14/18 ex Extra Pages 12.00
12/14/18 Receipt 527709 76.00
12/17/18 13e Entry Setting Hearing on Account .00
01/25/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/25/19 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial) TAS
Expires 01/26/2020
01/25/19 Receipt 529727 15.00
01/28/19 13h Judgment Entry Approving Partial Account .00
04/23/19 16k Notice to File 0072058 1.00
06/07/19 cor Correspondence Received (NOT EVIDENCE) .00
06/24/19 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
06/24/19 22p Annual Guardianship Plan .00
06/24/19 Receipt 538279 6.00
07/05/19 cor Correspondence Received (NOT EVIDENCE) .00
07/16/19 22ni Investigator Review of Guardian's Report .00
07/23/19 cb COST BILL .00
07/23/19 17.0 Application for Appointment of Guardian 20.00
07/23/19 ge Entry Setting Hearing 07/23/2019 .00
2:00 PM
07/23/19 15.0 Next of Kin .00
07/23/19 15.2 Guardian - Fiduciary's Acceptance .00
07/23/19 16.1 Affidavit of Custody .00
07/23/19 15.3 Affidavit of Additional Information .00
07/23/19 15.4 Guardian's Credibility Application .00
07/23/19 17ca Change of Address Information for .00
Guardianships
07/23/19 15.8 Adult Guardianship Service Information .00
07/23/19 gi Guardianship Investigator's Expense 75.00
07/23/19 02 Forms 10.00
07/23/19 03 Docketing & Index 15.00
07/23/19 mo Magistrate's Order Accepting Guardian Wambaugh 5.00
of the Estate's Resignation and
Appointing Interim Guardian of the
Estate
07/23/19 17n Entry Adopting Magistrate's Decision 5.00
07/23/19 cos Certificate of Service .00
07/23/19 Receipt 539928 130.00
07/23/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/23/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/23/19 Receipt 539937 15.00
07/23/19 dr Digital Record of Hearing CLW .00
07/23/2019 / hearing room E
Time: 2:12:44 PM - 2:48:50 PM
07/24/19 cos Affidavit of Service Erik von 12.50
Frese
07/24/19 att Attachments .00
Magistrate's order
07/26/19 cb COST BILL .00
07/26/19 15.5 Entry Appointing Guardian, Letter of LTD/INT 5.00
Authority
CHAPPELEAR, LESLIE (fidy)
07/26/19 15.9 Oath of Guardian .00
07/26/19 rgg Receipt of guardianship guide .00
07/26/19 4.2 Fiduciary's Bond/ RLI Surety 40000.00 .00
CBS Agency
J VanOrder
07/26/19 bacb Bond Application for CBS Agency .00
07/26/19 att Attachments .00
07/26/19 11a Resignation of Fiduciary 5.00
07/26/19 11e Entry Accepting Resignation Upon the 5.00
Appointment of a Successor Fiduciary
07/26/19 att Attachments .00
07/26/19 igf Indigent Guardianship Fund 30.00
07/26/19 adl Additional Letters of Authority 2.00
07/26/19 Receipt 540153 59.50
08/08/19 mo Magistrate's Order extending Interim .00
Guardian of the Estate for 30 Days. CLW
08/08/19 al Amended Letters of Authority .00
08/13/19 02 Forms 10.00
08/13/19 03 Docketing & Index 15.00
08/13/19 04 Computerized Legal Research 3.00
08/13/19 05 Computer Fee 10.00
08/13/19 08 Dispute Resolution Fund 15.00
08/13/19 16 Special Projects Fund 15.00
08/13/19 07 Legal Aid Trust Fund 26.00
08/13/19 cb COST BILL .00
08/13/19 17.0 Application for Appointment of Guardian 20.00
Successor
08/13/19 gi Guardianship Investigator's Expense 75.00
08/13/19 ge Entry Setting Hearing 08/27/2019 .00
3:00 P.M.
08/13/19 15.0 Next of Kin .00
08/13/19 15.2 Guardian - Fiduciary's Acceptance .00
08/13/19 16.1 Affidavit of Custody .00
08/13/19 15.3 Affidavit of Additional Information .00
08/13/19 15.4 Guardian's Credibility Application .00
08/13/19 15.8 Adult Guardianship Service Information .00
08/13/19 17ca Change of Address Information for .00
Guardianships
08/13/19 Receipt 541133 189.00
08/19/19 wc - 22.00
WebCheck Fingerprinting
08/19/19 dl Copy of Driver's License of: .00
Linda D. Helms
08/19/19 Receipt 541464 22.00
08/20/19 17.8 Investigator's Report .00
08/20/19 cos Certificate of Service Erik von 14.50
Frese
08/20/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/20/19 bcr Background Check Received .00
- Linda D. Helms
08/27/19 17d Magistrate's Decision Suffron .00
Linda D. Helms is appointed successor
guardian of the estate upon the posting
of a guardian bond less $1066000.00
08/27/19 17b Notice To Attorneys and Parties .00
08/27/19 17c Findings of Fact .00
08/27/19 17n Entry Adopting Magistrate's Decision 5.00
08/27/19 cos Certificate of Service .00
08/27/19 15.1 Waiver of Notice .00
Leslie Chappelear
08/27/19 rgg Receipt of guardianship guide .00
08/27/19 dc Death Certificate .00
08/27/19 Receipt 541994 19.50
08/28/19 dr Digital Record of Hearing BFS .00
08/27/2019 / hearing room 22 E
Time: 2:13:25-3:22:52
08/29/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/03/19 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
09/03/19 e Entry Stone 5.00
09/03/19 Receipt 542329 5.00
09/05/19 cb COST BILL .00
09/05/19 igf Indigent Guardianship Fund 30.00
09/05/19 adl Additional Letters of Authority 5.00
09/05/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HELMS, LINDA D. (fidy)
09/05/19 15.9 Oath of Guardian .00
09/05/19 4.2 Fiduciary's Bond/RLI Surety 1066300.00 .00
CBS
J Vanorder
09/05/19 bacb Bond Application for CBS Agency .00
09/05/19 att Attachments .00
creditability & signature pages
09/05/19 15c Application to Release Funds .00
09/05/19 15d Entry Authorizing Release of Funds 9744.88 5.00
2957.67
09/05/19 cc Certified Copy 1.00
09/05/19 Receipt 542458 46.00
09/06/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/06/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
09/06/19 Receipt 542572 15.00
10/02/19 13k Notice to File Account 0072058 1.00
10/25/19 1ca Application for Attorney Fees 10.00
Kelly C. Patton
10/25/19 1cc Consent to Attorney Fees .00
Linda Helms
10/25/19 fs Fee Schedule .00
10/25/19 9.7 Application to Transfer Motor Vehicle .00
10/25/19 9.8 Entry Approving Transfer of Motor 1980 5.00
Vehicle Mercury
10/25/19 cc Certified Copy 1.00
10/25/19 ca Copy of Auto Title .00
10/25/19 Receipt 545232 17.00
10/25/19 nc Notice of Change of Address of: .00
10/28/19 morf Magistrate's Order Regarding Fees 9943.01 .00
Worthington
10/28/19 cos Certificate of Service .00
Kellu C. Patton
10/28/19 15c Application to Release Funds .00
10/28/19 15d Entry Authorizing Release of Funds 17354.75 5.00
228353.43
33087.68
10/28/19 Receipt 545311 10.00
11/01/19 1cd Application for Fiduciary Fees 10.00
11/01/19 1cc Consent to Attorney Fees .00
Linda Helms
11/01/19 fs Fee Schedule .00
11/01/19 morf Magistrate's Order Regarding Fees 8037.16 .00
Gary E. Price
11/01/19 13.0 Fiduciary's Final Account 07 33.00
PRICE, GARY E. (fidy)
11/01/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/01/19 13.1 Receipts and Disbursements .00
11/01/19 15bn Entry Authorizing Expenditure of Funds 2700.00 5.00
(Non-Custodial)
11/01/19 13.0 Fiduciary's Final Account 01 25.00
CHAPPELEAR, LESLIE (fidy)
11/01/19 13.1 Receipts and Disbursements .00
11/01/19 Receipt 545652 83.00
11/04/19 13e Entry Setting Hearing on Account .00
12/16/19 13i Judgment Entry Approving Final Account .00
01/10/20 1cd Application for Extraordinary Gauardian 10.00
Fees
Kelly C. Patton
01/10/20 fs Fee Schedule .00
01/10/20 1ce Entry Approving Fiduciary Fees 14764.50 .00
01/10/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/10/20 15bn Entry Authorizing Expenditure of Funds Duffy 5.00
(Non-Custodial)
01/10/20 Receipt 549172 25.00
03/30/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/30/20 15bn Entry Authorizing Expenditure of Funds 2725.36 5.00
(Non-Custodial) 4175.43
03/30/20 Receipt 553441 15.00
04/15/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/05/20 Pay out made through bookkeeper # 0000065217 .00
ACCT #: 000000000111 5.00
06/05/20 100.1 Payout Issued 5.00
incorrect docket
06/30/20 16k Notice to File 0072058 1.00
08/06/20 13k Notice to File Account 0072058 1.00
08/25/20 13n Application to Extend Time to File .00
Account
08/25/20 13o Entry Extending Time to File Account 10/30/2020 5.00
HELMS, LINDA D. (fidy)
08/25/20 Receipt 559280 6.00
08/31/20 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
08/31/20 22p Annual Guardianship Plan .00
08/31/20 Receipt 559636 6.00
10/27/20 1cd Application for Fiduciary Fees 10.00
Succesor Guardian of Estate
10/27/20 1cc Consent to Attorney Fees .00
Linda Helms
10/27/20 fs Fee Schedule .00
10/27/20 morf Magistrate's Order Regarding Fees 8918.32 .00
10/27/20 1ca Application for Attorney Fees 10.00
Kelly C. Patton
10/27/20 1cc Consent to Attorney Fees .00
Linda Helms
10/27/20 fs Fee Schedule .00
10/27/20 morf Magistrate's Order Regarding Fees 6802.02 .00
10/27/20 ex Extra Pages 2.00
10/27/20 1b Application to Reduce Bond 5.00
10/27/20 1be Entry to Reduce Bond 741000.00 5.00
CBS/RLI
10/27/20 13a Fiduciary's Partial Account 01 22.00
HELMS, LINDA D. (fidy)
10/27/20 13.1 Receipts and Disbursements .00
10/27/20 13.2 Assets Remaining in Fiduciary's Hands 341481.82 .00
10/27/20 ex Extra Pages 13.00
10/27/20 Receipt 562421 67.00
10/28/20 13e Entry Setting Hearing on Account .00
12/08/20 13h Judgment Entry Approving Partial Account .00
03/25/21 1cd Application for Extraordianry Guard Fees 10.00
Leslie Chappelear
03/25/21 fs Fee Schedule .00
03/25/21 1ce Entry Approving Fiduciary Fees MG .00
03/25/21 Receipt 569575 10.00
04/30/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/26/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/26/21 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
05/26/21 Receipt 572564 15.00
06/23/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/23/21 att Attachments .00
06/23/21 15bn Entry Authorizing Expenditure of Funds 80.82 5.00
(Non-Custodial)
06/23/21 Receipt 573817 15.00
07/15/21 nc Notice of Change of Address of: .00
Wards
08/03/21 16k Notice to File 0072058 1.00
09/28/21 13k Notice to File Account 0072058 1.00
10/04/21 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
10/04/21 22p Annual Guardianship Plan .00
10/04/21 22ni Investigator Review of Guardian's Report .00
10/04/21 Receipt 578724 6.00
10/15/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/15/21 att Attachments .00
10/15/21 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial)
10/25/21 Receipt 579784 15.00
11/03/21 1b Application to Reduce Bond 5.00
11/03/21 1be Entry to Reduce Bond 520727.00 5.00
RLI
11/03/21 1cd Application for Fiduciary Fees 10.00
Linda Helms
11/03/21 1cc Consent to Attorney Fees .00
Linda Helms
11/03/21 fs Fee Schedule .00
11/03/21 morf Magistrate's Order Regarding Fees 7310.91 .00
11/03/21 1ca Application for Attorney Fees 10.00
Kelly C Patton
11/03/21 1cc Consent to Attorney Fees .00
Linda Helms
11/03/21 fs Fee Schedule 1.00
11/03/21 morf Magistrate's Order Regarding Fees 4958.85 .00
11/03/21 13a Fiduciary's Partial Account 02 22.00
HELMS, LINDA D. (fidy)
11/03/21 13.1 Receipts and Disbursements .00
11/03/21 13.2 Assets Remaining in Fiduciary's Hands 231219.21 .00
11/03/21 ex Extra Pages 7.00
11/03/21 Receipt 580270 61.00
11/04/21 13e Entry Setting Hearing on Account .00
12/16/21 13h Judgment Entry Approving Partial Account .00
03/21/22 l LETTER: cover 03/16/2022 .00
03/21/22 1cd Application for Extraordinary Guardian 10.00
Fees of the Person
Leslie Chappelear
03/21/22 fs Fee Schedule .00
03/21/22 morf Magistrate's Order Regarding Extra Fees 8972.60 .00
03/24/22 Receipt 587243 10.00
04/06/22 app Application to Exercise Right to Elect .00
Option Under Ward's Insurance Policy
04/06/22 att Attachments .00
04/06/22 e Entry 5.00
04/06/22 c1 Waiver and Consent .00
04/06/22 Receipt 587896 5.00
04/22/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/22/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/22/22 Receipt 588780 15.00
09/07/22 16k Notice to File 0072058 1.00
10/04/22 13k Notice to File Account 0072058 1.00
11/02/22 13n Application to Extend Time to File .00
Account
11/02/22 13o Entry Extending Time to File Account 12/15/2022 5.00
HELMS, LINDA D. (fidy)
11/02/22 Receipt 598455 7.00
11/02/22 Void Receipt 598455 7.00
11/02/22 Receipt 598460 5.00
11/15/22 22n Guardian's Report 5.00
CHAPPELEAR, LESLIE (fidy)
11/15/22 22p Annual Guardianship Plan .00
11/15/22 l LETTER: .00
11/16/22 Receipt 599001 6.00
11/16/22 22ni Investigator Review of Guardian's Report .00
11/17/22 1ca Application for Attorney Fees 10.00
Kelly C. Patton
11/17/22 1cc Consent to Attorney Fees .00
Linda Helms
11/17/22 fs Fee Schedule .00
11/17/22 morf Magistrate's Order Regarding Fees 6978.25 .00
11/17/22 1cd Application for Guardian Fees 10.00
Linda Helms
11/17/22 1cc Consent to Guardian Fees .00
Linda Helms
11/17/22 morf Magistrate's Order Regarding Fees 7224.89 .00
11/17/22 1b Application to Reduce Bond 5.00
11/17/22 1be Entry to Reduce Bond 293400.00 5.00
CBS
11/17/22 13a Fiduciary's Partial Account 03 22.00
HELMS, LINDA D. (fidy)
11/17/22 13.1 Receipts and Disbursements .00
11/17/22 13.2 Assets Remaining in Fiduciary's Hands 110511.40 .00
11/17/22 ex Extra Pages 7.00
11/17/22 ex Extra Pages 1.00
11/17/22 Receipt 599109 61.00
11/18/22 13e Entry Setting Hearing on Account .00
11/29/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/03/23 13h Judgment Entry Approving Partial Account .00
01/23/23 1cd Application for Extraordinary Guardian 10.00
of the Person Compensation
Leslie Chappelear
01/23/23 fs Fee Schedule .00
01/23/23 1ce Entry Approving Extraordinary Guardian 8132.60 .00
of Person Compensation
01/23/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/23/23 15bn Entry Authorizing Expenditure of Funds 11000.00 5.00
(Non-Custodial) 300.00
01/23/23 cc Certified Copy 1.00
01/23/23 app Application for Approval to Fund Pooled .00
Medicaid Payback Trust
01/23/23 e Entry Approving Funding of Pooled TAS 5.00
Medicaid Payback Trust
01/23/23 nc Notice of Change of Address of: .00
Joan Schmidt
5919 Blue Star Dr., Grove City, OH 43123
01/23/23 Receipt 602116 31.00
03/22/23 obit Obituary .00
Joan Schmidt
03/22/23 50m Application to Terminate 10.00
03/22/23 50p Entry Terminating and Ordering Final 05/31/2023 5.00
Account
HELMS, LINDA D. (fidy)
03/22/23 50n Entry Terminating and Dispensing with Y .00
Final Account
STAT
CHAPPELEAR, LESLIE (fidy)
03/23/23 Receipt 605059 15.00
04/14/23 1ca Application for Attorney Fees 10.00
Kelly C Patton
04/14/23 1cc Consent to Attorney Fees .00
Linda Helms
04/14/23 fs Fee Schedule .00
04/14/23 morf Magistrate's Order Regarding Fees 5061.76 .00
04/14/23 1cd Application for Final Extraordinary 10.00
Guardian of the Person Compensation
Leslie Chappelear
04/14/23 fs Fee Schedule .00
04/14/23 1ce Entry Approving Fiduciary Fees 3059.90 .00
04/14/23 1cd Application for Successor Fiduciary Fees 10.00
of Estate
Linda Holms
04/14/23 1cc Consent to Attorney Fees .00
Linda Holms
04/14/23 fs Fee Schedule .00
04/14/23 morf Magistrate's Order Regarding Fees 3448.25 .00
04/14/23 Receipt 606340 30.00
04/20/23 l LETTER: to Amie L Vanover .00
from Linda Helms & Leslie Chappelear
05/15/23 13.0 Fiduciary's Final Account 04 28.00
HELMS, LINDA D. (fidy)
05/15/23 13.1 Receipts and Disbursements .00
05/15/23 Receipt 607912 28.00
05/16/23 13e Entry Setting Hearing on Account .00
06/26/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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