Case Docket

Case Number: 567955  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: C  CONSERVATORSHIP
Name : HILLIS, ROBERT L.
AKA :


Date Code Description Reference Receipt Cost
08/07/14 01 Case Number (Daily Reporter) 10.00
08/07/14 02 Forms 10.00
08/07/14 03 Docketing & Index 15.00
08/07/14 04 Computerized Legal Research 3.00
08/07/14 05 Computer Fee 10.00
08/07/14 07 Legal Aid Trust Fund 26.00
08/07/14 08 Dispute Resolution Fund 10.00
08/07/14 gi Guardianship Investigator's Expense 75.00
08/07/14 17.0 Application for Appointment of Guardian 20.00
08/07/14 ge Entry Setting Hearing 09/08/14 .00
3:00pm
08/07/14 15.0 Next of Kin .00
08/07/14 15.2 Guardian - Fiduciary's Acceptance .00
08/07/14 15.3 Affidavit of Additional Information .00
08/07/14 15.4 Guardian's Credibility Application .00
08/07/14 17ca Change of Address Information for .00
Guardianships
08/07/14 psoe Statement of Expert Evaluation .00
08/07/14 cb COST BILL .00
08/07/14 Receipt 440055 179.00
08/21/14 17.8 Investigator's Report E Horvath .00
08/21/14 cos Certificate of Service 6.60
09/03/14 cb COST BILL .00
09/03/14 fn Fingerprint Return No Hit .00
Kimberly A. simpson (BCI)
09/03/14 17.0 Application for Appointment of Guardian .00
09/03/14 ge Entry Setting Hearing 09/08/2014 .00
3pm
09/03/14 15.2 Guardian - Fiduciary's Acceptance .00
09/03/14 15.4 Guardian's Credibility Application .00
09/29/14 17n Entry Approving Magistrate's Decision 5.00
Kimberly Simpson
09/29/14 17n Entry Approving Magistrate's Decision 5.00
Kelly C Patton
09/29/14 17d Magistrate's Decision Meister .00
Kelly C Patton is hereby appointed as
Conservator of the estate.With bond to
be set at $52,400.00. Kimberly Simpson
09/29/14 ex is hereby appointed as Conservator of .00
the person
09/29/14 17b Notice To Attorneys and Parties .00
09/29/14 17c Findings of Fact .00
10/03/14 cb COST BILL .00
10/03/14 igf Indigent Guardianship Fund 30.00
10/03/14 adl Additional Letters of Authority 5.00
10/03/14 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
SIMPSON, KIMBERLY (fidy)
10/03/14 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
PATTON, KELLY C. (fidy)
10/03/14 15.9 Oath of Guardian .00
10/03/14 15.9 Oath of Guardian .00
10/03/14 4.2 Fiduciary's Bond/RLI Ins Co 52500.00 .00
CBS
Frank Duffy
10/03/14 bacb Bond Application for CBS Agency .00
10/03/14 att Attachments .00
10/03/14 att Attachments .00
creditability & signature pages
10/03/14 Receipt 443148 55.00
12/31/14 6.4 Application to Extend Time to File .00
Inventory
12/31/14 6.5 Entry Extending Time to File Inventory 03/30/2015 5.00
PATTON, KELLY C. (fidy)
12/31/14 Receipt 447654 11.60
01/20/15 1ae Entry Increasing Bond 87000.00 5.00
CBS
01/20/15 4.2 Fiduciary's Bond/RLI Ins Co 139500.00 .00
CBS
Frank Duffy
01/20/15 bacb Bond Application for CBS Agency .00
01/20/15 6.0 Inventory 350440.76 7.00
PATTON, KELLY C. (fidy)
01/20/15 eb Exhibit A .00
01/20/15 cpi Confidential Personal Identifiers .00
01/20/15 15c Application to Release Funds .00
01/20/15 15d Entry Authorizing Release of Funds 29048.99 5.00
01/20/15 att Attachments .00
01/20/15 cc Certified Copy 1.00
01/20/15 Receipt 448542 18.00
01/26/15 15c Application to Release Funds .00
01/26/15 15d Entry Authorizing Release of Funds 5.00
01/26/15 cc Certified Copy 1.00
01/26/15 Receipt 448917 6.00
02/26/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/26/15 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
02/26/15 Receipt 450796 15.00
03/25/15 ms Motion to Inventory Safety Deposit Box 10.00 .00
Rec # 452392
03/25/15 es Entry Allowing Inventory of Safety 5.00
Deposit Box
03/25/15 cc Certified Copy 1.00
03/25/15 Receipt 452392 6.00
04/02/15 15c Application to Release Funds .00
04/02/15 15d Entry Authorizing Release of Funds 8555.64 5.00
04/02/15 cc Certified Copy 1.00
04/02/15 att Attachments .00
04/02/15 Receipt 452869 6.00
04/14/15 app Application To Place Will On Deposit .00
07/09/15 app Application For Approval To Relocate .00
Conservatee To More Restricitive
Residence
07/09/15 e Entry 5.00
07/09/15 Receipt 458348 5.00
07/09/15 nc Notice of Change of Address of: .00
Ward's Address
07/14/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/14/15 15bn Entry Authorizing Expenditure of Funds 645.00 5.00
(Non-Custodial) 117.38
168.48
195.75
07/14/15 att Attachments 12.00
07/14/15 Receipt 458578 27.00
09/04/15 13k Notice to File Account 0072058 1.00
09/25/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/02/15 13n Application to Extend Time to File .00
Account
10/02/15 13o Entry Extending Time to File Account 11/05/2015 5.00
PATTON, KELLY C. (fidy)
10/02/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/02/15 15bn Entry Authorizing Expenditure of Funds 100.00 5.00
(Non-Custodial) 150.00
10/02/15 Receipt 463258 21.00
10/02/15 1c Consent For Termination of .00
Conservatorship Without Hearing
10/13/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/13/15 15bn Entry Authorizing Expenditure of Funds 3671.79 5.00
(Non-Custodial) 55.00
10/13/15 Receipt 463689 15.00
10/15/15 15c Application to Release Funds .00
10/15/15 15d Entry Authorizing Release of Funds 480.28 5.00
10/15/15 cc Certified Copy 1.00
10/15/15 Receipt 463834 6.00
11/03/15 13a Fiduciary's Partial Account 01 22.00
PATTON, KELLY C. (fidy)
11/03/15 13.1 Receipts and Disbursements .00
11/03/15 13.2 Assets Remaining in Fiduciary's Hands 228624.90 .00
11/03/15 ex Extra Pages 7.00
11/03/15 Receipt 464878 29.00
11/04/15 13e Entry Setting Hearing on Account .00
11/18/15 50m Application to Terminate 10.00
person only
11/18/15 50n Entry Terminating and Dispensing with N 5.00
Final Account
SIMPSON, KIMBERLY (fidy)
12/16/15 13h Judgment Entry Approving Partial Account .00
02/19/16 1ca Application for Attorney Fees 5.00
02/19/16 1cb Entry Approving Attorney Fees 4315.50 5.00
Kelly Patton 178.36
02/19/16 1cc Consent to Attorney Fees .00
Robert L Hills
02/19/16 fs Fee Schedule .00
02/19/16 1cd Application for Fiduciary Fees 5.00
02/19/16 1ce Entry Approving Fiduciary Fees 3171.91 5.00
Kelly Patton
02/19/16 1cc Consent to Attorney Fees .00
Robert Hills
02/19/16 fs Fee Schedule .00
02/19/16 Receipt 470631 35.00
09/07/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/04/16 16k Notice to File 0072058 1.00
10/04/16 13k Notice to File Account 0072058 1.00
11/04/16 1b Application to Reduce Bond 5.00
11/04/16 1be Entry to Reduce Bond 54950.00 5.00
CBS
11/04/16 13a Fiduciary's Partial Account 02 22.00
PATTON, KELLY C. (fidy)
11/04/16 13.1 Receipts and Disbursements .00
11/04/16 13.2 Assets Remaining in Fiduciary's Hands 735.58 .00
11/04/16 ex Extra Pages 2.00
11/04/16 Receipt 485594 36.00
11/07/16 13e Entry Setting Hearing on Account .00
12/05/16 nc Notice of Change of Address of: .00
guardians new address
3040 Riverside Dr Ste 205
Columbus Ohio 43221
12/06/16 50n stat Y .00
SIMPSON, KIMBERLY (fidy)
12/06/16 22n Guardian's Report 5.00
PATTON, KELLY C. (fidy)
12/06/16 Receipt 487214 5.00
12/09/16 appi Application Requesting Indigency Status .00
12/09/16 ei Entry Declaring Indigent Status .00
12/09/16 m Motion to Establish and fund Qualified .00
Income Trust
12/09/16 eb Exhibit .00
12/09/16 e Entry 5.00
12/09/16 Receipt 487483 5.00
12/15/16 22ni Investigator Review of Guardian's Report .00
12/19/16 13h Judgment Entry Approving Partial Account .00
01/18/17 1cd Application for Fiduciary Fees .00
01/18/17 1cc Consent to Attorney Fees .00
Kelly C. Patton
01/18/17 fs Fee Schedule .00
01/18/17 morf Magistrate's Order Regarding Fees 420.00 .00
Kelly Patton
08/02/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/10/17 13k Notice to File Account 0072058 .00
11/13/17 13a Fiduciary's Partial Account 03 .00
PATTON, KELLY C. (fidy)
11/13/17 13.1 Receipts and Disbursements .00
11/13/17 13.2 Assets Remaining in Fiduciary's Hands 3299.88 .00
11/14/17 13e Entry Setting Hearing on Account .00
11/20/17 1ca Application for Attorney Fees .00
11/20/17 1cc Consent to Attorney Fees .00
Kelly Patton
Robert Hillis
11/20/17 fs Fee Schedule .00
11/20/17 morf Magistrate's Order Regarding Fees 510.00 .00
Kelly Patton 17.26
12/26/17 13h Judgment Entry Approving Partial Account .00
03/30/18 15an Application for Authority to Expend .00
Funds (Non-Custodial)
03/30/18 15bn Entry Authorizing Expenditure of Funds .00
(Non-Custodial)
04/25/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/14/18 nc Notice of Change of Address of: .00
10/16/18 13k Notice to File Account 0072058 .00
10/19/18 appn Application Requesting Non-Indigency .00
Status
10/19/18 en Entry Declaring Non-Indigent Status 5.00
10/19/18 ifp10 Indigent Guardianship Fees Payback 59.00
County General Fund
10/19/18 ifp04 Indigent Guardianship Fees Payback 420.00
Indigent Guardianship Fund
payback of attorney fees 1/18/2017
10/19/18 1cd Application for Fiduciary Fees 10.00
10/19/18 1cc Consent to Conservator Fees .00
Kelly C. Patton
10/19/18 fs Fee Schedule .00
10/19/18 morf Magistrate's Order Regarding Fees 1927.21 .00
Kelly atton
10/19/18 13a Fiduciary's Partial Account 04 22.00
PATTON, KELLY C. (fidy)
10/19/18 13.1 Receipts and Disbursements .00
10/19/18 13.2 Assets Remaining in Fiduciary's Hands 10090.43 .00
10/19/18 ex Extra Pages 2.00
10/19/18 Receipt 524821 518.00
10/22/18 13e Entry Setting Hearing on Account .00
10/25/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/25/18 15bn Entry Authorizing Expenditure of Funds 518.00 5.00
(Non-Custodial)
10/25/18 att Attachments .00
10/25/18 l LETTER: Cover Letter .00
10/25/18 Receipt 525123 15.00
11/07/18 16k Notice to File 0072058 1.00
12/03/18 13h Judgment Entry Approving Partial Account .00
01/07/19 22n Conservator's Biennial Report 5.00
PATTON, KELLY C. (fidy)
01/07/19 Receipt 528668 6.00
01/11/19 22ni Investigator Review of Guardian's Report .00
03/01/19 1ca Application for Attorney Fees 10.00
Patton, Kelly C.
03/01/19 1cc Consent to Attorney Fees .00
Patton, Kelly C.
03/01/19 fs Fee Schedule .00
03/01/19 morf Magistrate's Order Regarding Fees 481.89 .00
KAG
03/01/19 Receipt 531738 10.00
08/27/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/24/19 13k Notice to File Account 0072058 1.00
10/28/19 1ae Entry Increasing Bond 20724.00 5.00
CBS
10/28/19 4.2 Fiduciary's Bond/RLI Surety 75674.00 .00
CBS
J Vanorder
10/28/19 bacb Bond Application for CBS Agency .00
10/28/19 1ca Application for Attorney Fees 10.00
Kelly C. Patton
10/28/19 1cc Consent to Attorney Fees .00
Kelly C. Patton
10/28/19 fs Fee Schedule .00
10/28/19 morf Magistrate's Order Regarding Fees 674.01 .00
10/28/19 1cd Application for Conservator Fees 10.00
10/28/19 1cc Consent to Attorney Fees .00
Kelly C. Patton
10/28/19 fs Fee Schedule .00
10/28/19 morf Magistrate's Order Regarding Fees 2800.06 .00
10/28/19 13a Fiduciary's Partial Account 05 22.00
PATTON, KELLY C. (fidy)
10/28/19 13.1 Receipts and Disbursements .00
10/28/19 13.2 Assets Remaining in Fiduciary's Hands 8689.85 .00
10/28/19 ex Extra Pages 2.00
10/28/19 Receipt 545316 50.00
10/29/19 13e Entry Setting Hearing on Account .00
12/09/19 13h Judgment Entry Approving Partial Account .00
05/01/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/29/20 13k Notice to File Account 0072058 1.00
10/27/20 1b Application to Reduce Bond 5.00
10/27/20 1be Entry to Reduce Bond 71900.00 5.00
CBS
10/27/20 1cd Application for Conservator Fees 10.00
10/27/20 1cc Consent to Conservator Fees .00
Kelly C. Patton
10/27/20 fs Fee Schedule .00
10/27/20 morf Magistrate's Order Regarding Fees 2333.45 .00
Kelly C. Patton
10/27/20 13a Fiduciary's Partial Account 06 22.00
PATTON, KELLY C. (fidy)
10/27/20 13.1 Receipts and Disbursements .00
10/27/20 13.2 Assets Remaining in Fiduciary's Hands 4140.75 .00
10/27/20 ex Extra Pages 1.00
10/27/20 Receipt 562419 44.00
10/28/20 13e Entry Setting Hearing on Account .00
12/08/20 16k Notice to File 0072058 1.00
12/08/20 13h Judgment Entry Approving Partial Account .00
02/05/21 22n Guardian's Report 5.00
PATTON, KELLY C. (fidy)
02/05/21 22p Annual Guardianship Plan .00
02/05/21 Receipt 566991 6.00
05/04/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/28/21 13k Notice to File Account 0072058 1.00
10/05/21 50m Application to Terminate 10.00
Ward's date of death 09/16/2021
10/05/21 obit Obituary .00
Robert Lewis Hillis
10/05/21 50p Entry Terminating and Ordering Final 12/03/2021 5.00
Account
PATTON, KELLY C. (fidy)
10/05/21 Receipt 578786 15.00
10/22/21 1cd Application for Fiduciary Fees 10.00
10/22/21 1cc Consent to Attorney Fees .00
Kelly C. Patton
10/22/21 fs Fee Schedule .00
10/22/21 morf Magistrate's Order Regarding Fees .00
10/22/21 Receipt 579686 10.00
11/02/21 13.0 Fiduciary's Final Account 07 22.00
PATTON, KELLY C. (fidy)
11/02/21 13.1 Receipts and Disbursements .00
11/02/21 ex Extra Pages 2.00
11/02/21 Receipt 580201 25.00
11/03/21 13e Entry Setting Hearing on Account .00
12/14/21 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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