Case Docket

Case Number: 573668  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : JEFFERSON, LYDIA M.
AKA :


Date Code Description Reference Receipt Cost
07/22/15 01 Case Number (Daily Reporter) 10.00
07/22/15 indg Judgment Entry: The Court, under the #3739 .00
authority of Ohio R.C. Section 2111.51
Orders funds from the indigent fund
to cover the Court costs.
07/22/15 appi Application Requesting Indigency Status .00
07/22/15 ei Entry Declaring Indigent Status .00
07/22/15 wc - James M. McGinnis 22.00
WebCheck Fingerprinting
07/22/15 cb COST BILL .00
07/22/15 17.0 Application for Appointment of Guardian .00
07/22/15 ge Entry Setting Hearing 09/15/2015 .00
11:00 am
07/22/15 15.0 Next of Kin .00
07/22/15 15.2 Guardian - Fiduciary's Acceptance .00
07/22/15 15.3 Affidavit of Additional Information .00
07/22/15 15.4 Guardian's Credibility Application .00
07/22/15 17ca Change of Address Information for .00
Guardianships
07/22/15 fw BCI & I Fingerprint Waiver .00
07/22/15 16.1 Affidavit of Custody .00
07/22/15 psoe Statement of Expert Evaluation .00
07/22/15 dl Copy of Driver's License of: .00
James M. McGinnis
07/22/15 Receipt 459047 22.00
07/22/15 Receipt 459048 10.00
07/22/15 2y Notice of Hearing .00
07/22/15 vgcs Guardianship: Virtual Service Mail Sent .00
OHP 041200
07/22/15 cos Certificate of Service .00
08/07/15 eac Entry Appointing Counsel 0071895 .00
Philip Kink
08/17/15 vcmw Virtual Service Returned/NO SERVICE .00
OHP
08/17/15 cos Certificate of Service .00
08/26/15 17.8 Investigator's Report .00
08/26/15 cos Certificate of Service Leslie .00
Williams
08/26/15 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/02/15 rmr Regular Mail Returned/Not Complete .00
OHP-Theresa Rogers
09/15/15 psoe Statement of Expert Evaluation .00
09/15/15 dr 0igital Record of Hearing RVM .00
09/15/2015 / hearing room 22E
Time: 11:25:11 - 11:56:50
09/16/15 fh Fingerprint Return HIT .00
James Mack Mc Ginnis
09/16/15 1ca Application for Attorney Fees .00
09/16/15 1cb Entry Approving Attorney Fees 300.00 .00
Phillip A King
09/16/15 fs Fee Schedule .00
09/16/15 cb COST BILL .00
09/16/15 17d Magistrate's Decision-James McGinnis is Morris .00
hereby appointed guardian of the person
only. No bond is required.
09/16/15 17b Notice To Attorneys and Parties .00
09/16/15 17c Findings of Fact .00
09/16/15 17n Entry Adopting Magistrate's Decision .00
09/16/15 cos Certificate of Service .00
09/16/15 15.5 Entry Appointing Guardian, Letter of .00
Authority
MC GINNIS, JAMES (fidy)
09/16/15 15.9 Oath of Guardian .00
12/23/15 rmr Regular Mail Returned/Not Complete .00
02/03/16 l LETTER: James M McGinnis .00
02/03/16 1e Entry Setting Hearing 03/18/2016 .00
Request to waive required guardianship 2:00 pm
training
02/03/16 l LETTER: to Mr. McGinnis .00
From Maureen Duffy
02/03/16 igtn Notice to complete initial guardian .00
training
James McGinnis
03/18/16 11a Resignation of Fiduciary .00
03/18/16 e Entry Accepting Resignation upon the .00
appointment of a successor fiduciary
03/21/16 dr Digital Record of Hearing MCD .00
3/18/2016 / hearing room 22D
Time:1:43:37-2:01:36
03/21/16 cb COST BILL .00
03/21/16 wc - Patty Fraizer 22.00
WebCheck Fingerprinting
03/21/16 17.0 Application for Appointment of Guardian .00
03/21/16 ge Entry Setting Hearing 05/17/2016 .00
2:00 pm
03/21/16 15.0 Next of Kin .00
03/21/16 15.1 Waiver of Notice .00
03/21/16 15.2 Guardian - Fiduciary's Acceptance .00
03/21/16 16.1 Affidavit of Custody .00
03/21/16 15.3 Affidavit of Additional Information .00
03/21/16 15.4 Guardian's Credibility Application .00
03/21/16 17ca Change of Address Information for .00
Guardianships
03/21/16 Receipt 472397 22.00
03/22/16 dl Copy of Driver's License of: .00
Patty C Frazier
03/22/16 2y Notice of Hearing .00
03/22/16 vgcs Guardianship: Virtual Service Mail Sent .00
OHP-Theresa Rogers McGinnis 0468-47
Patty Frazier 0468-54
James McGinnis 0468-61
03/22/16 cos Certificate of Service .00
04/05/16 vcmw Virtual Service Returned/NO SERVICE .00
OHP-Theresa Rogers McGinnis
04/05/16 cos Certificate of Service .00
04/06/16 vcr Virtual Service Returned .00
JM 046861
04/18/16 vcmw Virtual Service Returned/NO SERVICE .00
Patty Frazier
04/18/16 cos Certificate of Service .00
04/19/16 rmr Regular Mail Returned/Not Complete .00
OHP
04/27/16 17.8 Investigator's Report .00
04/27/16 cos Certificate of Service Leslie .00
Williams
04/27/16 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/11/16 fn Fingerprint Return No Hit .00
- Patty C Frazier
05/17/16 cb COST BILL .00
05/17/16 17d Magistrate's Decision-Patty Frazier be .00
appointed succeesor guardian of the
person and limited guardian of the
estate. 100% custodial. Bond is wavied.
05/17/16 17b Notice To Attorneys and Parties .00
05/17/16 17c Findings of Fact .00
05/17/16 17n Entry Adopting Magistrate's Decision .00
05/17/16 cos Certificate of Service .00
05/17/16 15.5 Entry Appointing Guardian, Letter of LTD/INT .00
Authority
FRAZIER, PATTY C (fidy)
05/17/16 15.9 Oath of Guardian .00
05/17/16 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
05/17/16 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 1100.00
001
05/19/16 16a Motion for Release of Assets to be amended .00
Deposited w/Custodian in Lieu of Bond
05/19/16 16ba Amended Entry Ordering Deposit of HNB .00
Assets in Lieu of Bond 933.15
001
$105.65 per month
05/19/16 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/19/16 15b Entry Authorizing Expenditure of Funds 54.00 .00
(Custodial) 50.00
05/19/16 16c Verification of Receipt or Deposit HNB .00
933.15
001 Y
(fidy)
05/20/16 dr Digital Record of Hearing TAS .00
5/17/2016/ hearing room 22E
Time:2:06:52-2:21:55
06/08/16 m Motion .00
06/08/16 e Entry .00
07/12/16 m Motion to turn over ward's savings bond .00
07/12/16 e Entry setting hearing to have previous Aug 26, 2016 .00
Guardian, James McGinnis, turn over @ 2:00 pm
savings bonds belonging to Lydia
Jefferson
07/12/16 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/12/16 15b Entry Authorizing Expenditure of Funds 122.18 .00
(Custodial)
07/12/16 cos Certificate of Service .00
08/17/16 16k Notice to File Sent To fidy .00
08/29/16 dr Digital Record of Hearing BFS .00
8/26/2016/ hearing room 22D
Time:10:32:28-3:01:57
09/08/16 22n Guardian's Report .00
FRAZIER, PATTY C (fidy)
09/08/16 soe Statement of Expert Evaluation .00
FRAZIER, PATTY C (fidy)
09/08/16 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/08/16 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
09/08/16 eb Exhibit A .00
09/08/16 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/08/16 17.1e Entry Dispensing with the Filing of .00
Subsequent Statements of Expert
Evaluation
FRAZIER, PATTY C (fidy)
09/13/16 22ni Investigator Review of Guardian's Report .00
09/30/16 misc Gold Cross Trust .00
10/05/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/09/16 16g Ghost Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond into Existing Court 902.60
Controlled/Custodial Account 002
PER EXPEND FUNDS 9-8-16
11/09/16 16c Verification of Receipt or Deposit HNB .00
902.60
002 Y
03/22/17 13r Custodial Year End Report 2016 HNB .00
469.20
08/04/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/10/17 16k Notice to File Sent To fidy .00
08/16/17 22n Guardian's Report .00
08/16/17 rgg Receipt of guardianship guide .00
08/25/17 22ni Investigator Review of Guardian's Report .00
03/16/18 13r Custodial Year End Report 2017 HNB .00
489.10
05/22/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/17/18 16k Notice to File Sent To fidy .00
07/24/18 nr Notice Returned/Wrong Address .00
Patty Frazier/moved - resent to new
address
08/30/18 22n Guardian's Report .00
08/30/18 m Motion - To vacate Rule 66.07 .00
requirement.
09/05/18 22ni Investigator Review of Guardian's Report .00
01/08/19 50m Application to Terminate Deceased .00
12/21/18
01/08/19 50o Receipt and Release of All Claims .00
6749-SA 418.19
01/08/19 dc Death Certificate .00
Jefferson, Lydia M.
01/08/19 50n Entry Terminating and Dispensing with y .00
Final Account TAS
FRAZIER, PATTY C (fidy)
03/14/19 op Entry Re-Opening Case .00
03/14/19 13r Custodial Year End Report 2018 HNB .00
522.19
03/14/19 99 Case Closed .00
BALANCE DUE .00
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