Case Docket

Case Number: 555623  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE/L  PERSON AND ESTATE/LIMITED
Name : AULD, PHYLLIS
AKA :

Date Code Description Reference Receipt Cost
08/17/12 01 Case Number (Daily Reporter) 10.00
08/17/12 02 Forms 10.00
08/17/12 03 Docketing & Index 15.00
08/17/12 04 Computerized Legal Research 3.00
08/17/12 05 Computer Fee 10.00
08/17/12 07 Legal Aid Trust Fund 26.00
08/17/12 08 Dispute Resolution Fund 10.00
08/17/12 gi Guardianship Investigator's Expense 75.00
08/17/12 wc - Harold Zimmer 22.00
WebCheck Fingerprinting
08/17/12 cb COST BILL .00
08/17/12 17.0 Application for Appointment of Guardian 20.00
08/17/12 ge Entry Setting Hearing 09/11/2012 .00
3:00pm
08/17/12 15.0 Next of Kin .00
08/17/12 15.1 Waiver of Notice .00
Harold J Zimmer
08/17/12 15.2 Guardian - Fiduciary's Acceptance .00
08/17/12 15.3 Affidavit of Additional Information .00
08/17/12 15.4 Guardian's Credibility Application .00
08/17/12 17ca Change of Address Information for .00
Guardianships
08/17/12 fw BCI & I Fingerprint Waiver .00
08/17/12 psoe Statement of Expert Evaluation .00
08/17/12 dl Copy of Driver's License of: .00
Harold J Zimmer
08/17/12 Receipt 400242 201.00
08/31/12 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Charley Hess
08/31/12 cos Certificate of Service .00
09/11/12 17.8 Investigator's Report E von Frese .00
09/11/12 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/11/12 16.5 Court Investigator Record of Service E von Frese .00
09/11/12 aos Affidavit of Service 5.10
09/12/12 1da Application for Continuance of Hearing .00
09/12/12 1de Entry Continuing Hearing 10/05/2012 5.00
Limiting Access To The Proposed Ward's 8:30am
Financial Accounts
09/12/12 Receipt 401729 10.10
10/05/12 psoe Statement of Expert Evaluation .00
10/05/12 cb COST BILL .00
10/05/12 igf Indigent Guardianship Fund 30.00
10/05/12 adl Additional Letters of Authority 6.00
10/05/12 17d Magistrate's Decision Suffron .00
Harold J. Zimmer is appointed guardian
of the person & limited guardian of the
estate 100% custodial
10/05/12 17b Notice To Attorneys and Parties .00
10/05/12 17c Findings of Fact .00
10/05/12 17n Entry Approving Magistrate's Decision 5.00
10/05/12 cos Certificate of Service .00
10/05/12 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
ZIMMER, HAROLD (fidy)
10/05/12 15.9 Oath of Guardian .00
10/05/12 Receipt 403029 46.00
10/05/12 dr Digital Record of Hearing BFS .00
10/05/2012 22-A
Time: 9:21:24 a.m.-9:40:46 a.m.
10/24/12 ms Motion to Inventory Safety Deposit Box 10.00 .00
Key Bank Rec # 403992
10/24/12 es Entry Allowing Inventory of Safety 5.00
Deposit Box
10/24/12 ms Motion to Inventory Safety Deposit Box 10.00 .00
JP Morgan Chase Rec # 403992
10/24/12 es Entry Allowing Inventory of Safety 5.00
Deposit Box
10/24/12 cc Certified Copy 2.00
10/24/12 Receipt 403992 12.00
10/24/12 cc Certified Copy 1.00
10/24/12 Receipt 403993 1.00
10/31/12 fn Fingerprint Return No Hit .00
Harold J. Zimmer
11/27/12 isd Inventory of Safe Deposit Box .00
11/28/12 1cd Application for Fiduciary Fees 5.00
11/28/12 1ce Entry Approving Fiduciary Fees 4137.50 5.00
Samuel Peppers 106.55
11/28/12 fs Fee Schedule 2.00
11/28/12 Receipt 405897 12.00
12/06/12 6ek eNotice to File Inventory 0062187 .00
01/03/13 6.4 Application to Extend Time to File .00
Inventory
01/03/13 6.5 Entry Extending Time to File Inventory 01/31/2013 5.00
01/03/13 Receipt 407638 5.00
01/24/13 isd Inventory of Safe Deposit Box .00
01/31/13 6.0 Inventory 130806.18 7.00
01/31/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/31/13 att Attachments .00
01/31/13 15bn Entry Authorizing Expenditure of Funds 5500.00 5.00
(Non-Custodial) per month
01/31/13 cc Certified Copy 1.00
01/31/13 15c Application to Release Funds .00
01/31/13 15d Entry Authorizing Release of Funds 5.00
01/31/13 cc Certified Copy 1.00
01/31/13 15c Application to Release Funds .00
01/31/13 15d Entry Authorizing Release of Funds 5.00
01/31/13 cc Certified Copy 1.00
01/31/13 50k Application to Amend Letters of .00
Authority
01/31/13 50l Entry Amending Letters of Authority 5.00
01/31/13 cpi Confidential Personal Identifiers .00
01/31/13 4.2 Fiduciary's Bond/RLI Insurance 262000.00 .00
CBS
Penny Oancea
01/31/13 bacb Bond Application for CBS Agency .00
01/31/13 adl Additional Letters of Authority 5.00
01/31/13 Receipt 409336 45.00
01/31/13 att Attachments .00
01/31/13 al Amended Letters of Authority .00
04/09/13 m Motion To Terminate Entry & Release .00
Funds
04/09/13 eb Exhibits A & B .00
04/09/13 e Entry Granting Motion To Terminate 5.00
Entry & Release Funds
04/09/13 Receipt 413311 5.00
04/19/13 1ca Application for Attorney Fees 5.00
04/19/13 1cb Entry Approving Attorney Fees 18640.00 5.00
Samuel Peppers 112.20
04/19/13 1cc Consent to Attorney Fees .00
Harold J Zimmer
04/19/13 fs Fee Schedule 7.00
04/19/13 Receipt 413908 17.00
06/25/13 mem Memorandum in Support .00
06/25/13 att Attachments 12.00
06/25/13 Receipt 417674 12.00
06/25/13 nc Notice of Change of Address of: .00
wards new address
690 Cooper Rd
Westerville Ohio 43081 Ph 614-794-2499
09/10/13 13ek eNotice to File Account 0062187 .00
09/10/13 16ek eNotice to File 0062187 .00
09/10/13 1ca Application for Attorney Fees 5204.75 5.00
Charley Hess
09/10/13 mem Memorandum in Support .00
09/10/13 cos Certificate of Service .00
09/10/13 fs Fee Schedule .00
09/10/13 1e Entry Setting Hearing 11/04/2013 5.00
9:30am
09/10/13 Receipt 421991 10.00
10/01/13 m Motion For An Order .00
Compelling Vuardian To Permit Ward To
Receive Certain Visitors
10/01/13 mem Memorandum in Support .00
10/01/13 cos Certificate of Service .00
10/01/13 1e Entry Setting Hearing 11/04/2013 5.00
9:30am
10/01/13 Receipt 423173 5.00
10/17/13 rc Resignation of Counsel For Ward .00
10/17/13 mem Memorandum in Support .00
10/17/13 cos Certificate of Service .00
10/17/13 1e Entry Setting Hearing 11/04/2013 .00
withdraw of counsel for ward 9:30 am
10/24/13 13n Application to Extend Time to File .00
Account
10/24/13 13o Entry Extending Time to File Account 11/30/2013 5.00
10/29/13 1ca Application for Attorney Fees 5.00
10/29/13 1cb Entry Approving Attorney Fees 5150.00 5.00
Samuel Peppers 54.75
10/29/13 1cc Consent to Attorney Fees .00
Harold J Zimmer
10/29/13 fs Fee Schedule 1.00
10/29/13 cc Certified Copy 1.00
10/29/13 Receipt 424756 17.00
11/04/13 dr Digital Record of Hearing RVM .00
11/04/2013 22-D
Time: 9:47:49 a.m.-10:25:30 a.m.
11/06/13 rce Entry Approving Resignation of Counsel 5.00
Charley Hess
11/06/13 Receipt 425145 5.00
11/26/13 1b Application to Reduce Bond 5.00
11/26/13 1be Entry to Reduce Bond 235000.00 5.00
CBS
11/26/13 22n Guardian's Report 5.00
11/26/13 soe Statement of Expert Evaluation .00
11/26/13 13a Fiduciary's Partial Account 01 22.00
11/26/13 13.1 Receipts and Disbursements .00
11/26/13 13.2 Assets Remaining in Fiduciary's Hands 145877.84 .00
11/26/13 ex Extra Pages 10.00
11/26/13 cpi Confidential Personal Identifiers .00
11/26/13 Receipt 426232 47.00
11/27/13 13e Entry Setting Hearing on Account .00
12/03/13 22ni Investigator Review of Guardian's Report .00
12/18/13 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
12/18/13 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
12/18/13 Receipt 427419 5.00
01/08/14 13h Judgment Entry Approving Partial Account .00
02/10/14 1ca Application for Attorney Fees 5.00
02/10/14 1cb Entry Approving Attorney Fees 29500.00 5.00
Samuel A Peppers 180.00
02/10/14 1cc Consent to Attorney Fees .00
Jim Zimmer
02/10/14 fs Fee Schedule 9.00
02/10/14 cc Certified Copy 1.00
02/10/14 Receipt 429971 20.00
10/09/14 13a Fiduciary's Partial Account 02 22.00
10/09/14 13.1 Receipts and Disbursements .00
10/09/14 13.2 Assets Remaining in Fiduciary's Hands 93607.14 .00
10/09/14 ex Extra Pages 6.00
10/09/14 c Copy .55
10/09/14 Receipt 443455 28.55
10/10/14 13e Entry Setting Hearing on Account .00
10/28/14 16ek eNotice to File 0062187 .00
11/13/14 app Application To Accept Insurance Buyout .00
11/13/14 att Attachments .00
11/13/14 ex Extra Pages 8.00
11/13/14 e Entry Accepting Celanese Medical 5.00
Insurance Buyout
11/13/14 cc Certified Copy 1.00
11/13/14 Receipt 445238 14.00
11/19/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/24/14 13h Judgment Entry Approving Partial Account .00
12/01/14 1cd Application for Fiduciary Fees 5.00
for period of 10/05/2012 to 09/10/2013
12/01/14 1ce Entry Approving Fiduciary Fees 4274.72 5.00
Harold Zimmer
12/01/14 fs Fee Schedule .00
12/01/14 1cd Application for Fiduciary Fees 5.00
for period of 09/11/2013 to 09/30/2014
12/01/14 1ce Entry Approving Fiduciary Fees 4535.41 5.00
Harold Zimmer
12/01/14 fs Fee Schedule .00
12/01/14 Receipt 446071 20.00
01/07/15 16m Citation to File sent to guar 5.00
01/07/15 vcos Certificate of Service for Virtual Mail .00
01/07/15 vcs Virtual Service Mail Sent 5.20
- HAROLD ZIMMER 57651
- Annual Report
01/07/15 vcs Virtual Service Mail Sent 5.20
- SAMUEL A PEPPERS III 575668
- Annual Report
01/14/15 22n Guardian's Report 5.00
01/14/15 Receipt 448242 20.40
04/08/15 1ca Application for Attorney Fees 4055.00 5.00
Dinsmore & Shohl LLP 44.90
04/08/15 1cc Consent to Attorney Fees .00
Harold J. Zimmer
04/08/15 fs Fee Schedule .00
04/08/15 Receipt 453197 5.00
04/10/15 1cb Entry Approving Attorney Fees 5.00
and any remaining fees and costs in the 4055.00
application are denied 44.90
04/10/15 cc Certified Copy 1.00
04/10/15 Receipt 453339 6.00
08/25/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/10/15 13ek eNotice to File Account 0062187 .00
09/24/15 13a Fiduciary's Partial Account 03 22.00
09/24/15 13.1 Receipts and Disbursements .00
09/24/15 13.2 Assets Remaining in Fiduciary's Hands 75204.86 .00
09/24/15 ex Extra Pages 6.00
09/24/15 22n Guardian's Report 5.00
09/24/15 Receipt 462734 33.00
09/25/15 13e Entry Setting Hearing on Account .00
09/30/15 22ni Investigator Review of Guardian's Report .00
11/05/15 13h Judgment Entry Approving Partial Account .00
01/27/16 1b Application to Reduce Bond 5.00
01/27/16 1be Entry to Reduce Bond 196000.00 5.00
CBS
01/27/16 Receipt 469167 10.00
02/10/16 1ca Application for Attorney Fees 5.00
02/10/16 1cb Entry Approving Attorney Fees 671.00 5.00
Samuel A Peppers 12.65
02/10/16 1cc Consent to Attorney Fees .00
Harold J Zimmer
02/10/16 fs Fee Schedule .00
02/10/16 cc Certified Copy 1.00
02/10/16 Receipt 470030 11.00
07/01/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/29/16 16ek eNotice to File 0062187 .00
08/29/16 13ek eNotice to File Account 0062187 .00
09/27/16 22n Guardian's Report 5.00
09/27/16 13a Fiduciary's Partial Account 04 22.00
09/27/16 13.1 Receipts and Disbursements .00
09/27/16 13.2 Assets Remaining in Fiduciary's Hands 79818.39 .00
09/27/16 ex Extra Pages 11.00
09/27/16 Receipt 483298 38.00
09/28/16 13e Entry Setting Hearing on Account .00
11/08/16 13h Judgment Entry Approving Partial Account .00
11/22/16 1cd Application for Fiduciary Fees 5565.55 10.00
Harold J. Zimmer
11/22/16 1cc Consent to Guardian Fees .00
Harold J. Zimmer
11/22/16 fs Fee Schedule .00
11/22/16 Receipt 486456 20.00
11/22/16 1ce Entry Approving Fiduciary Fees .00
12/08/16 Pay out made through bookkeeper # 0000057074 .00
ACCT #: 000000000111 10.00
12/08/16 100.1 Payout Issued 10.00
to Attorney Sam Peppers for extra docket
charge
02/13/17 50m Application to Terminate 10.00
02/13/17 dc Death Certificate .00
02/13/17 50p Entry Terminating and Ordering Final 03/31/2017 5.00
Account
02/13/17 Receipt 490826 15.00
03/06/17 13ek eNotice to File Account 0062187 .00
03/30/17 13.0 Fiduciary's Final Account 05 22.00
03/30/17 13.1 Receipts and Disbursements 0.00 .00
03/30/17 ex Extra Pages 4.00
03/30/17 cpi Confidential Personal Identifiers .00
03/30/17 Receipt 493539 26.00
03/31/17 13e Entry Setting Hearing on Account .00
05/11/17 13i Judgment Entry Approving Final Account .00
05/11/17 dp Docket Page .00
BALANCE DUE .00
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