Case Docket

Case Number: 552932  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : LUTZ, THELMA L.
AKA :


Date Code Description Reference Receipt Cost
03/22/12 01 Case Number (Daily Reporter) 10.00
03/22/12 02 Forms 10.00
03/22/12 03 Docketing & Index 15.00
03/22/12 04 Computerized Legal Research 3.00
03/22/12 05 Computer Fee 10.00
03/22/12 07 Legal Aid Trust Fund 26.00
03/22/12 08 Dispute Resolution Fund 10.00
03/22/12 gi Guardianship Investigator's Expense 75.00
03/22/12 m Motion To Expedite Hearing .00
03/22/12 e Entry Expediting Hearing 5.00
03/22/12 cb COST BILL .00
03/22/12 17.0 Application for Appointment of Guardian 20.00
03/22/12 15.0 Next of Kin .00
03/22/12 15.1 Waiver of Notice .00
Andrew J Art
03/22/12 15.4 Guardian's Credibility Application .00
03/22/12 15.3 Affidavit of Additional Information .00
03/22/12 15.3 Affidavit of Additional Information .00
03/22/12 fw BCI&I Fingerprint Waiver .00
03/22/12 17ca Change of Address Information for .00
Guardianships
03/22/12 15.2 Guardian - Fiduciary's Acceptance .00
03/22/12 psoe Statement of Expert Evaluation .00
03/22/12 Receipt 391401 184.00
03/23/12 17.8 Investigator's Report E vonFrese .00
03/23/12 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/23/12 16.5 Court Investigator Record of Service E vonFrese .00
03/23/12 aos Affidavit of Service 4.60
03/23/12 cb COST BILL .00
03/23/12 igf Indigent Guardianship Fund 30.00
03/23/12 adl Additional Letters of Authority 4.00
03/23/12 17d Magistrate's Decision Green .00
Andrew J Art is hereby appointed
guardian of the person and estate
03/23/12 17b Notice To Attorneys and Parties .00
03/23/12 17c Findings of Fact .00
03/23/12 17n Entry Approving Magistrate's Decision 5.00
03/23/12 cos Certificate of Service .00
03/23/12 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
ART, ANDREW J. (fidy)
03/23/12 15.9 Oath of Guardian .00
03/23/12 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 40000.00 .00
Palme/Miller
R Prater
03/23/12 bapm Bond Application for Palmer Miller .00
03/23/12 att Attachments .00
03/23/12 Receipt 391491 48.60
03/23/12 dr Digital Record of Hearing KAG .00
03/23/2012 22-E
Time: 3:10:34 p.m.-3:18:21 p.m.
04/17/12 6.0 Inventory 45749.60 7.00
04/17/12 cpi Confidential Personal Identifiers .00
04/17/12 1ae Entry Increasing Bond 60000.00 5.00
Pamler/Mille
04/17/12 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 100000.00 .00
Pamler/Mille
R Prater
04/17/12 bapm Bond Application for Palmer Miller .00
04/17/12 15c Application to Release Funds .00
04/17/12 15d Entry Authorizing Release of Funds 26751.27 5.00
9992.33
04/17/12 cc Certified Copy 3.00
04/17/12 app Application To Place Will On Deposit .00
04/17/12 Receipt 392916 20.00
05/22/12 6.b Report of Newly Discovered Assets 7.00
05/22/12 6.be Entry Approving Report of Newly 500.00 5.00
Assets
05/22/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/22/12 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/22/12 Receipt 395031 27.00
05/30/12 9.7 Application to Transfer Motor Vehicle .00
05/30/12 9.8 Entry Approving Transfer of Motor 1995 88royal 5.00
Vehicle
05/30/12 cc Certified Copy .00
05/30/12 Receipt 395468 5.00
07/24/12 9.7 Application to Transfer Mobile Home .00
07/24/12 9.8 Entry Approving Transfer of Mobile 1960 Caneo 5.00
Home
07/24/12 cc Certified Copy 2.00
07/24/12 Receipt 398704 7.00
07/27/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/27/12 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/27/12 1cd Application for Fiduciary Fees 5.00
07/27/12 1ce Entry Approving Fiduciary Fees 5.00
07/27/12 1ca Application for Attorney Fees 5.00
07/27/12 1cb Entry Approving Attorney Fees 5.00
Andrew J. Art 17500.00
500.00
07/27/12 1cc Consent to Attorney Fees .00
Andrew Art
07/27/12 fs Fee Schedule 1.00
07/27/12 Receipt 398905 36.00
08/01/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/01/12 15bn Entry Authorizing Expenditure of Funds 1050.00 5.00
(Non-Custodial)
to purchase a memorial marker
08/01/12 att Attachments .00
08/01/12 Receipt 399212 15.00
11/19/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/26/13 16k Notice to File 0043945 1.00
02/26/13 13k Notice to File Account 0043945 1.00
03/15/13 1b Application to Reduce Bond 5.00
03/15/13 1be Entry to Reduce Bond 40000.00 5.00
Palm Miller
03/15/13 13a Fiduciary's Partial Account 01 22.00
03/15/13 13.1 Receipts and Disbursements .00
03/15/13 13.2 Assets Remaining in Fiduciary's Hands 1445.08 .00
03/15/13 ex Extra Pages 1.00
03/15/13 Receipt 411893 35.00
03/18/13 13e Entry Setting Hearing on Account .00
03/20/13 22n Guardian's Report 5.00
03/20/13 soe Statement of Expert Evaluation .00
03/20/13 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
03/20/13 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
03/20/13 Receipt 412139 10.00
04/29/13 13h Judgment Entry Approving Partial Account .00
04/30/13 22ni Investigator Review of Guardian's Report .00
02/19/14 13k Notice to File Account 0043945 1.00
02/19/14 1ca Application for Attorney Fees 5.00
02/19/14 1cb Entry Approving Attorney Fees 7500.00 5.00
Andrew J Art 300.00
02/19/14 1cd Application for Fiduciary Fees 5.00
02/19/14 1ce Entry Approving Fiduciary Fees 5.00
02/19/14 1cc Consent to Attorney Fees .00
Andrew J Art
02/19/14 fs Fee Schedule 3.00
02/19/14 Receipt 430501 24.00
02/21/14 16k Notice to File 0043945 1.00
03/21/14 22n Guardian's Report 5.00
03/21/14 13a Fiduciary's Partial Account 02 22.00
03/21/14 13.1 Receipts and Disbursements .00
03/21/14 13.2 Assets Remaining in Fiduciary's Hands 1402.72 .00
03/21/14 Receipt 432349 28.00
03/24/14 13e Entry Setting Hearing on Account .00
03/31/14 22ni Investigator Review of Guardian's Report .00
05/05/14 13h Judgment Entry Approving Partial Account .00
11/19/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/24/15 13k Notice to File Account 0043945 1.00
02/24/15 16k Notice to File 0043945 1.00
03/18/15 13a Fiduciary's Partial Account 03 22.00
03/18/15 13.1 Receipts and Disbursements .00
03/18/15 13.2 Assets Remaining in Fiduciary's Hands 262.72 .00
03/18/15 Receipt 451944 24.00
03/19/15 13e Entry Setting Hearing on Account .00
04/17/15 22n Guardian's Report 5.00
04/17/15 Receipt 453792 5.00
04/28/15 22ni Investigator Review of Guardian's Report .00
04/29/15 13h Judgment Entry Approving Partial Account .00
08/21/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/22/16 13k Notice to File Account 0043945 1.00
03/18/16 13a Fiduciary's Partial Account 04 22.00
03/18/16 13.1 Receipts and Disbursements .00
03/18/16 13.2 Assets Remaining in Fiduciary's Hands 762.72 .00
03/18/16 Receipt 472319 23.00
03/21/16 13e Entry Setting Hearing on Account .00
03/22/16 16k Notice to File 0043945 1.00
04/08/16 22n Guardian's Report 5.00
04/08/16 Receipt 473554 6.00
04/19/16 22ni Investigator Review of Guardian's Report .00
05/02/16 13h Judgment Entry Approving Partial Account .00
06/28/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/02/16 1ca Application for Attorney Fees 5.00
08/02/16 1cb Entry Approving Attorney Fees 5.00
08/02/16 1cd Application for Fiduciary Fees 5.00
08/02/16 1ce Entry Approving Fiduciary Fees 2800.00 5.00
Andrew J. Art 160.00
08/02/16 1cc Consent to Attorney Fees .00
Andrew J. Art
08/02/16 fs Fee Schedule 1.00
08/02/16 Receipt 480181 21.00
02/22/17 13k Notice to File Account 0043945 1.00
03/13/17 16k Notice to File 0043945 1.00
03/27/17 13a Fiduciary's Partial Account 05 22.00
03/27/17 13.1 Receipts and Disbursements .00
03/27/17 13.2 Assets Remaining in Fiduciary's Hands 1072.72 .00
03/27/17 Receipt 493368 24.00
03/28/17 13e Entry Setting Hearing on Account .00
04/10/17 22n Guardian's Report 5.00
04/10/17 Receipt 494220 5.00
05/02/17 22ni Investigator Review of Guardian's Report .00
05/08/17 13h Judgment Entry Approving Partial Account .00
06/14/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/28/18 13k Notice to File Account 0043945 1.00
03/13/18 16k Notice to File 0043945 1.00
03/23/18 13a Fiduciary's Partial Account 06 22.00
03/23/18 13.1 Receipts and Disbursements .00
03/23/18 13.0 Fiduciary's Final Account 706.73 22.00
03/23/18 Receipt 513172 46.00
03/26/18 13e Entry Setting Hearing on Account .00
04/19/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/20/18 22n Guardian's Report 5.00
04/20/18 Receipt 514774 5.00
05/07/18 13i Judgment Entry Approving Final Account .00
07/10/18 op Stat only .00
10/19/18 l LETTER: To: Art, Andrew .00
From: Kaufman, Melissa
11/05/18 17.8 Investigator's Report Melissa .00
Kaufman,LSW
02/26/19 13k Notice to File Account 0043945 1.00
03/25/19 16k Notice to File 0043945 1.00
03/26/19 13a Fiduciary's Partial Account 07 22.00
03/26/19 13.1 Receipts and Disbursements .00
03/26/19 13.2 Assets Remaining in Fiduciary's Hands 755.13 .00
03/26/19 Receipt 533057 24.00
03/27/19 13e Entry Setting Hearing on Account .00
04/16/19 22n Guardian's Report 5.00
04/16/19 Receipt 534372 5.00
04/29/19 22ni Investigator Review of Guardian's Report .00
05/07/19 13h Judgment Entry Approving Partial Account .00
05/08/19 1cd Application for Fiduciary Fees 10.00
Art, Andrew J.
05/08/19 1ce Entry Approving Fiduciary Fees 1244.35 .00
115.40
ABK
05/08/19 1cc Consent to Fiduciary Fees .00
Art, Andrew J.
05/08/19 fs Fee Schedule .00
05/08/19 ex Extra Pages 1.00
05/08/19 Receipt 535621 11.00
08/28/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/04/19 1cd Application for Guardian Fees 10.00
10/04/19 1ce Entry Approving Guardian Fees 1244.35 .00
10/04/19 Receipt 544167 10.00
02/27/20 13k Notice to File Account 0043945 1.00
03/17/20 16k Notice to File 0043945 1.00
03/20/20 13a Fiduciary's Partial Account 08 22.00
03/20/20 13.1 Receipts and Disbursements .00
03/20/20 13.2 Assets Remaining in Fiduciary's Hands 712.74 .00
03/23/20 13e Entry Setting Hearing on Account .00
04/02/20 22n Guardian's Report 5.00
04/02/20 22ni Investigator Review of Guardian's Report .00
04/02/20 Receipt 553516 24.00
04/02/20 l LETTER: .00
To GDN For Court Costs
04/13/20 Receipt 553803 5.00
04/15/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/04/20 13h Judgment Entry Approving Partial Account .00
05/05/20 1cd Application for Fiduciary Fees 10.00
Andrew J. Art
05/05/20 1ce Entry Approving Fiduciary Fees Duffy .00
05/05/20 1cc Consent to Attorney Fees .00
Andrew J. Art
05/05/20 fs Fee Schedule .00
05/05/20 Receipt 554564 10.00
05/05/20 l LETTER: cover 04/27/2020 .00
08/28/20 1ca Application for Attorney Fees 10.00
Andrew J. Art
08/28/20 1cb Entry Approving Attorney Fees 3500.00 .00
75.00
08/28/20 1cc Consent to Attorney Fees .00
Andrew J. Art
08/28/20 fs Fee Schedule .00
08/28/20 Receipt 559541 10.00
02/23/21 13k Notice to File Account 0043945 1.00
03/03/21 16k Notice to File 0043945 1.00
03/19/21 22n Guardian's Report 5.00
03/19/21 13a Fiduciary's Partial Account 09 22.00
03/19/21 13.1 Receipts and Disbursements .00
03/19/21 13.2 Assets Remaining in Fiduciary's Hands 798.34 .00
03/19/21 Receipt 569270 29.00
03/22/21 Pay out made through bookkeeper # 0000067880 .00
ACCT #: 000000000209 1.00
03/23/21 13e Entry Setting Hearing on Account .00
04/30/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/03/21 13h Judgment Entry Approving Partial Account .00
07/30/21 1cd Application for Fiduciary Fees 10.00
Andrew J Art
07/30/21 1ce Entry Approving Fiduciary Fees 365.58 .00
07/30/21 1cc Consent to Attorney Fees .00
Andrew J Art
07/30/21 fs Fee Schedule .00
07/30/21 1ca Application for Attorney Fees 10.00
Andrew J Art
07/30/21 1cb Entry Approving Attorney Fees 1800.00 .00
75.00
07/30/21 1cc Consent to Attorney Fees .00
Andrew J Art
07/30/21 fs Fee Schedule .00
07/30/21 50m Application to Terminate Guardianship 10.00
07/30/21 dc Death Certificate .00
Thelma L Lutz
07/30/21 50p Entry Terminating and Ordering Final 09/23/2021 5.00
Account
07/30/21 13.0 Fiduciary's Final Account 10 22.00
07/30/21 13.1 Receipts and Disbursements .00
07/30/21 Receipt 575727 57.00
08/02/21 13e Entry Setting Hearing on Account .00
09/13/21 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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