Case Docket

Case Number: 580030  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BURKE, NORMA J.
AKA :


Date Code Description Reference Receipt Cost
08/01/16 01 Case Number (Daily Reporter) 10.00
08/01/16 02 Forms 10.00
08/01/16 03 Docketing & Index 15.00
08/01/16 04 Computerized Legal Research 3.00
08/01/16 05 Computer Fee 10.00
08/01/16 07 Legal Aid Trust Fund 26.00
08/01/16 08 Dispute Resolution Fund 15.00
08/01/16 gi Guardianship Investigator's Expense 75.00
08/01/16 16 Special Projects Fund 15.00
08/01/16 m Motion to Expedite hearing .00
08/01/16 1e Entry Setting Hearing 08/09/2016 5.00
3:00 pm
08/01/16 cb COST BILL .00
08/01/16 wc - Carolyn Ehlen 22.00
WebCheck Fingerprinting
08/01/16 17.0 Application for Appointment of Guardian 20.00
08/01/16 15.0 Next of Kin .00
08/01/16 15.2 Guardian - Fiduciary's Acceptance .00
08/01/16 15.3 Affidavit of Additional Information .00
08/01/16 15.4 Guardian's Credibility Application .00
08/01/16 misc Copy of Statement of Expert Evaluation .00
report
08/01/16 15.8 Adult Guardianship Service Information .00
08/01/16 Receipt 480119 226.00
08/04/16 17.8 Investigator's Report .00
08/04/16 cos Certificate of Service Leslie 7.80
Williams
08/04/16 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/09/16 psoe Statement of Expert Evaluation .00
08/09/16 17d Magistrate's Decision-Carolyn Ehlen is Wambaugh .00
appointed guardian of the person and the
estate. Bond is set at $ 150,000.00
08/09/16 17b Notice To Attorneys and Parties .00
08/09/16 16.1 Affidavit of Custody .00
08/09/16 17c Findings of Fact .00
08/09/16 17n Entry Adopting Magistrate's Decision 5.00
08/09/16 cos Certificate of Service .00
08/09/16 17ca Change of Address Information for .00
Guardianships
08/09/16 15.1 Waiver of Notice .00
Mary ann Altizer
08/09/16 misc Pictures .00
08/09/16 misc Ohio dept of Safety .00
08/09/16 fn Fingerprint Return No Hit .00
Carolyn Lee Ehlen (BCI)
08/12/16 adl Additional Letters of Authority 10.00
08/12/16 igf Indigent Guardianship Fund 30.00
08/12/16 cb COST BILL .00
08/12/16 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
EHLEN, CAROLYN (fidy)
08/12/16 15.9 Oath of Guardian .00
08/12/16 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 150000.00 .00
Palm Miller
R Prater
08/12/16 bapm Bond Application for Palmer Miller .00
08/12/16 att Credibillity and Signture .00
08/12/16 Receipt 480796 57.80
08/17/16 6.0 Inventory 428979.70 7.00
08/17/16 1ae Entry Increasing Bond 400000.00 5.00
Palm Miller
08/17/16 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 550000.00 .00
Palm Miller
R Prater
08/17/16 bapm Bond Application for Palmer Miller .00
08/17/16 Receipt 481053 12.00
08/18/16 15c Application to Release Funds .00
08/18/16 15d Entry Authorizing Release of Funds 68228.72 5.00
21832.59
39141.99
62176.40
08/18/16 cc Certified Copy 4.00
08/18/16 Receipt 481145 9.00
08/19/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/19/16 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/19/16 1ca Application for Attorney Fees 5.00
08/19/16 1cb Entry Approving Attorney Fees 2571.50 5.00
Steve J. Edwards 307.80
08/19/16 fs Fee Schedule .00
08/19/16 c Copy .25
08/19/16 Receipt 481227 25.25
08/23/16 dr Digital Record of Hearing CLW .00
8/9/2016/ hearing room 22E
Time:2:58:11-3:29:18
08/23/16 dr Digital Record of Hearing CLW .00
8/9/2016 / hearing room 22E
Time:2:58:11-3:29:18
01/06/17 9.7 Application to Transfer Motor Vehicle .00
01/06/17 9.8 Entry Approving Transfer of Motor 2010 Buick 5.00
Vehicle
01/06/17 cc Certified Copy 1.00
01/06/17 6.b Report of Newly Discovered Assets 7.00
01/06/17 6.be Entry Approving Report of Newly 10000.00 5.00
Assets
01/06/17 Receipt 488745 18.00
07/13/17 13k Notice to File Account 0000398 1.00
07/17/17 16k Notice to File 0000398 1.00
08/04/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/10/17 13n Application to Extend Time to File .00
Account
08/10/17 13o Entry Extending Time to File Account 09/14/2017 5.00
09/14/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/14/17 15bn Entry Authorizing Expenditure of Funds 5694.45 5.00
(Non-Custodial)
09/14/17 cc Certified Copy 1.00
09/14/17 6p Motion to Amend Inventory .00
09/14/17 6q Entry Amending Inventory .00 5.00
09/14/17 13a Fiduciary's Partial Account 01 22.00
09/14/17 13.1 Receipts and Disbursements .00
09/14/17 13.2 Assets Remaining in Fiduciary's Hands 181326.15 .00
09/14/17 ex Extra Pages 8.00
09/14/17 c Copy .70
09/14/17 Receipt 503007 58.70
09/15/17 13e Entry Setting Hearing on Account .00
09/20/17 16m Citation to File sent to guar 5.00
09/20/17 vcos Certificate of Service for Virtual Mail .00
09/20/17 vcs Virtual Service Mail Sent 5.35
Carolyn Ehlen 158151
09/20/17 vcs Virtual Service Mail Sent 5.35
Steve J Edwards 158168
09/22/17 22n Guardian's Report 5.00
09/22/17 soe Statement of Expert Evaluation .00
09/22/17 c Copy .15
09/22/17 Receipt 503506 20.85
09/25/17 1cd Application for Fiduciary Fees 10.00
09/25/17 fs Fee Schedule 2.00
09/25/17 morf Magistrate's Order Regarding Fees 6213.09 .00
09/25/17 6a Amended Inventory 180958.82 7.00
09/25/17 c Copy .50
09/25/17 Receipt 503578 19.50
09/28/17 vcr Virtual Service Returned .00
SJE 158168
10/02/17 22ni Investigator Review of Guardian's Report .00
10/26/17 13h Judgment Entry Approving Partial Account .00
01/22/18 1ca Application for Attorney Fees 3311.50 10.00
Steve J. Edwards 142.30
01/22/18 fs Fee Schedule .00
01/22/18 Receipt 509483 10.00
01/25/18 morf Magistrate's Order Regarding Fees 3453.80 .00
01/25/18 cos Certificate of Service .00
04/05/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/16/18 13k Notice to File Account 0000398 1.00
08/27/18 16k Notice to File 0000398 1.00
09/10/18 13a Fiduciary's Partial Account 02 22.00
09/10/18 13.1 Receipts and Disbursements .00
09/10/18 13.2 Assets Remaining in Fiduciary's Hands 617.31 .00
09/10/18 ex Extra Pages 10.00
09/10/18 Receipt 522683 34.00
09/11/18 13e Entry Setting Hearing on Account .00
09/20/18 1cd Application for Fiduciary Fees 10.00
09/20/18 fs Fee Schedule .00
09/20/18 morf Magistrate's Order Regarding Fees 8489.89 .00
Carolyn Ehlen
09/20/18 c Copy .05
09/20/18 1ca Application for Attorney Fees 10.00
09/20/18 fs Fee Schedule .00
09/20/18 morf Magistrate's Order Regarding Fees 1724.00 .00
Steve J. Edwards
09/20/18 c Copy .05
09/20/18 Receipt 523308 20.10
10/22/18 13h Judgment Entry Approving Partial Account .00
10/31/18 16m Citation to File sent to guar 5.00
10/31/18 vcos Certificate of Service for Virtual Mail .00
10/31/18 vcs Virtual Service Mail Sent 5.45
Carolyn Ehlen 230253
10/31/18 vcs Virtual Service Mail Sent 5.45
Steve J Edwards 230260
11/06/18 vcr Virtual Service Returned .00
SJE 230260
11/06/18 vcr Virtual Service Returned .00
CE 230253
11/27/18 22n Guardian's Report 5.00
11/27/18 soe Statement of Expert Evaluation .00
11/27/18 Receipt 526660 20.90
12/05/18 22ni Investigator Review of Guardian's Report .00
01/15/19 lwip List of Ward's Important Papers .00
01/15/19 app Application to Place Will on Deposit .00
(copy)
02/22/19 nc Notice of Change of Address of: .00
Norma J. Burke
08/13/19 13k Notice to File Account 0000398 1.00
08/20/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/16/19 13a Fiduciary's Partial Account 03 22.00
09/16/19 13.1 Receipts and Disbursements .00
09/16/19 13.2 Assets Remaining in Fiduciary's Hands 150561.38 .00
09/16/19 ex Extra Pages 10.00
09/16/19 Receipt 543000 33.00
09/17/19 13e Entry Setting Hearing on Account .00
09/17/19 1ca Application for Attorney Fees 10.00
09/17/19 morf Magistrate's Order Regarding Fees 2045.10 .00
09/17/19 Receipt 543079 10.00
09/24/19 1cd Application for Fiduciary Fees 10.00
09/24/19 fs Fee Schedule .00
09/24/19 morf Magistrate's Order Regarding Fees 8804.54 .00
Carolyn Ehlen
09/24/19 c Copy .15
09/24/19 Receipt 543479 10.15
10/28/19 13h Judgment Entry Approving Partial Account .00
10/29/19 16k Notice to File 0000398 1.00
11/20/19 22n Guardian's Report 5.00
11/20/19 soe Statement of Expert Evaluation .00
11/20/19 Receipt 546570 6.00
05/27/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/18/20 13k Notice to File Account 0000398 1.00
08/24/20 l LETTER: .00
Return Account For Vouchers Statments
Proof Of Assets Remaining
08/24/20 1ca Application for Attorney Fees 10.00
08/24/20 fs Fee Schedule .00
08/24/20 morf Magistrate's Order Regarding Fees 4812.50 .00
08/24/20 6p Motion to Amend Inventory .00
08/24/20 6q Entry Amending Inventory .00 5.00
08/24/20 22n Guardian's Report 5.00
08/24/20 soe Statement of Expert Evaluation .00
08/24/20 1cd Application for Fiduciary Fees 10.00
08/24/20 fs Fee Schedule .00
08/24/20 morf Magistrate's Order Regarding Fees 6537.74 .00
Carolyn Ehlen
08/24/20 Receipt 559180 31.00
08/25/20 Pay out made through bookkeeper # 0000065841 .00
ACCT #: 000000000209 31.00
10/12/20 13a Fiduciary's Partial Account 04 32.00
10/12/20 13.1 Receipts and Disbursements .00
10/12/20 13.2 Assets Remaining in Fiduciary's Hands 158118.55 .00
10/12/20 l LETTER: .00
To Attorney For Court Costs
10/13/20 13e Entry Setting Hearing on Account .00
10/21/20 Receipt 562155 32.00
11/23/20 13h Judgment Entry Approving Partial Account .00
07/27/21 16k Notice to File 0030341 1.00
09/02/21 l LETTER: cover 08/31/2021 .00
09/02/21 m Motion to Trustee, Carolyn Ehlen to .00
Change Beneficiary on Newly-Discovered
Life Insurance Policy
09/02/21 cos Certificate of Service .00
09/02/21 att Attachments .00
09/02/21 ex Extra Pages 8.00
09/02/21 1e Entry Setting Remote Hearing 11/02/2021 5.00
9:30 AM
09/02/21 eb Exhibit A .00
09/02/21 cos Certificate of Service .00
09/14/21 13k Notice to File Account 0030341 1.00
09/17/21 l LETTER: .00
Cover Letter
09/17/21 cos Certificate of Service .00
09/17/21 Receipt 577995 13.00
09/30/21 l LETTER: .00
Cover Letter
09/30/21 13n Application to Extend Time to File .00
Account
09/30/21 13o Entry Extending Time to File Account 11/30/2021 5.00
09/30/21 51d Motion tOf Guardian Carolyn Ehlen for an .00
Entry Approving the $3,000.00 Gift made
From the Guardianship to Peace Lutheran
Church on or About Septembert 21, 2020
09/30/21 cos Certificate of Service .00
09/30/21 401 Affidavit .00
09/30/21 1e Entry Setting Hearing 11/21/2021 5.00
9:30am
09/30/21 eb Exhibit .00
Join Zoom Meeting
09/30/21 Receipt 578604 12.00
10/01/21 Pay out made through bookkeeper # 0000069850 .00
ACCT #: 000000000209 2.00
11/01/21 l Cover LETTER: From Joel K. Elkin to .00
Franklin County Probate Court
11/01/21 cos Certificate of Service .00
11/01/21 cr Certified Mail Returned - Norma J. Burke .00
Shriners Hospital for Children, Aladdin
Shrine Temple, Peace Lutheran Church,
of Gahanna, Scottish Rite, Linda Freeh
11/01/21 cr Certified Mail Returned .00
Carolyn Ehlen
11/01/21 pos Proof of Service .00
11/01/21 cr Certified Mail Returned .00
Margene Radcliff
11/01/21 pos Proof of Service .00
11/03/21 dr Digital Record of Hearing TAS .00
11/2/2021 ZOOM
11/17/21 1ca Application for Attorney Fees 10.00
11/17/21 fs Fee Schedule .00
11/17/21 morf Magistrate's Order Regarding Fees 3767.00 .00
89.00
11/17/21 1cd Application for Fiduciary Fees 10.00
11/17/21 fs Fee Schedule .00
11/17/21 morf Magistrate's Order Regarding Fees 8312.01 .00
11/17/21 e Entry Granting Motion To Change 5.00
Beneficiary On Newly Discovered Life
Insurance Policy To Noma J Burke Inter
Vivos Trust
11/17/21 e Entry Approving $3000.00 Gift Given to 5.00
Peace Lutheran Chruch On Behalf Of Ward
On Or About September 21, 2020
11/17/21 13a Fiduciary's Partial Account 05 43.00
11/17/21 13.1 Receipts and Disbursements .00
11/17/21 13.2 Assets Remaining in Fiduciary's Hands 201178.82 .00
11/17/21 Receipt 580945 73.00
11/18/21 13e Entry Setting Hearing on Account .00
12/30/21 13h Judgment Entry Approving Partial Account .00
01/18/22 16m Citation to File sent to guar 5.00
01/18/22 vcos Certificate of Service for Virtual Mail .00
01/18/22 vcs Virtual Service Mail Sent 6.18
Carolyn Ehlen 408416
01/18/22 vcs Virtual Service Mail Sent 6.18
Joel K Elkin 408423
01/26/22 vcr Virtual Service Returned .00
CE 408416
01/26/22 vcr Virtual Service Returned .00
JKE 408423
02/10/22 22n Guardian's Report 5.00
02/10/22 soe Statement of Expert Evaluation .00
02/10/22 22ni Investigator Review of Guardian's Report .00
02/16/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/16/22 att Attachments .00
02/16/22 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial) tas
08/10/22 1ca Application for Attorney Fees 10.00
Joel K Elikin
08/10/22 fs Fee Schedule .00
08/10/22 morf Magistrate's Order Regarding Fees 1730.36 .00
08/10/22 1cd Application for Fiduciary Fees 10.00
Carolyn Ehlen
08/10/22 fs Fee Schedule .00
08/10/22 morf Magistrate's Order Regarding Fees 6472.12 .00
08/10/22 ref No Refund Issued: Less than $1.00 .01
08/10/22 13a Fiduciary's Partial Account 06 22.00
08/10/22 13.1 Receipts and Disbursements .00
08/10/22 13.2 Assets Remaining in Fiduciary's Hands 132398.63 .00
08/10/22 ex Extra Pages 1.00
08/10/22 ex Extra Pages 20.00
08/10/22 l LETTER: .00
Court cost
08/10/22 Receipt 594179 80.37
08/11/22 13e Entry Setting Hearing on Account .00
08/19/22 Receipt 594630 20.00
09/21/22 13h Judgment Entry Approving Partial Account .00
12/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/11/23 16k Notice to File 0030341 1.00
04/19/23 22n Guardian's Report 5.00
04/19/23 soe Statement of Expert Evaluation .00
04/28/23 22ni Investigator Review of Guardian's Report .00
07/11/23 13k Notice to File Account 0030341 1.00
08/11/23 1ca Application for Attorney Fees 10.00
Joel K Elkin
08/11/23 fs Fee Schedule .00
08/11/23 morf Magistrate's Order Regarding Fees 2141.00 .00
08/11/23 1cd Application for Fiduciary Fees 10.00
Carolyn Ehlen
08/11/23 fs Fee Schedule .00
08/11/23 morf Magistrate's Order Regarding Fees 6198.65 .00
08/11/23 50m Application to Terminate Guardianship 10.00
08/11/23 50p Entry Terminating and Ordering Final 10/09/2023 5.00
Account
08/11/23 13.0 Fiduciary's Final Account 07 22.00
08/11/23 13.1 Receipts and Disbursements .00
08/11/23 ex Extra Pages 12.00
08/11/23 Receipt 612302 76.00
08/14/23 13e Entry Setting Hearing on Account .00
09/25/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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