Case Docket

Case Number: 582184  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SCHIRA, STEVEN T.
AKA :

Date Code Description Reference Receipt Cost
12/06/16 01 Case Number (Daily Reporter) 10.00
12/06/16 02 Forms 10.00
12/06/16 03 Docketing & Index 15.00
12/06/16 04 Computerized Legal Research 3.00
12/06/16 05 Computer Fee 10.00
12/06/16 07 Legal Aid Trust Fund 26.00
12/06/16 08 Dispute Resolution Fund 15.00
12/06/16 gi Guardianship Investigator's Expense 75.00
12/06/16 16 Special Projects Fund 15.00
12/06/16 m Motion To Expedite Hearing .00
12/06/16 1e Entry Setting Hearing 12/12/2016 5.00
11:00 am
12/06/16 cb COST BILL .00
12/06/16 17.0 Application for Appointment of Guardian 20.00
12/06/16 15.0 Next of Kin .00
12/06/16 15.1 Waiver of Notice .00
David M. Schira
12/06/16 15.1 Waiver of Notice .00
Jeffrey S. Schira
12/06/16 15.2 Guardian - Fiduciary's Acceptance .00
12/06/16 16.1 Affidavit of Custody .00
12/06/16 15.3 Affidavit of Additional Information .00
12/06/16 15.4 Guardian's Credibility Application .00
12/06/16 17ca Change of Address Information for .00
Guardianships
12/06/16 psoe Statement of Expert Evaluation .00
12/06/16 15.8 Adult Guardianship Service Information .00
12/06/16 Receipt 487223 204.00
12/09/16 17.8 Investigator's Report .00
12/09/16 cos Certificate of Service Leslie 6.60
Williams
12/09/16 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/12/16 cb COST BILL .00
12/12/16 igf Indigent Guardianship Fund 30.00
12/12/16 adl Additional Letters of Authority 6.00
12/12/16 17d Magistrate's Decision Stone .00
David M. Schira is appointed guardian of
the person & estate, bond is set at
$40000.00
12/12/16 17b Notice To Attorneys and Parties .00
12/12/16 17c Findings of Fact .00
12/12/16 17n Entry Adopting Magistrate's Decision 5.00
12/12/16 cos Certificate of Service .00
12/12/16 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
SCHIRA, DAVID M. (fidy)
12/12/16 15.9 Oath of Guardian .00
12/12/16 rgg Receipt of guardianship guide .00
12/12/16 4.2 Fiduciary's Bond/ RLI Ins 40000.00 .00
CBS
Frank Duffy
12/12/16 bacb Bond Application for CBS Agency .00
12/12/16 att Attachments .00
creditability & signature pages
12/12/16 Receipt 487510 52.60
12/13/16 dr Digital Record of Hearing TAS .00
12/12/2016/ hearing room 22E
Time:11:06:52-11:17:44
12/28/16 m Motion For Inventory Of Safety Deposit .00
Box
12/28/16 e Entry 5.00
12/28/16 cc Certified Copy 1.00
12/28/16 Receipt 488300 6.00
01/09/17 15c Application to Release Funds .00
01/09/17 15d Entry Authorizing Release of Funds see 5.00
application
01/09/17 cpi Confidential Personal Identifiers .00
01/09/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/09/17 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
01/09/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/09/17 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
01/09/17 cc Certified Copy 3.00
01/09/17 Receipt 488863 38.00
01/24/17 nc Notice of Change of Address of: .00
Ward's Address
02/16/17 6k Notice to File Inventory 0023064 1.00
02/23/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/23/17 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
02/23/17 Receipt 491514 16.00
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 24621.21
001
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 78115.47
002
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 85449.20
003
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 493511.59
004
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 167892.53
005
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 117461.29
006
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 7463.34
007
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 96192.87
008
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 367809.29
009
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 45172.87
010
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 764904.69
011
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 378309.69
012
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 120594.36
013
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 55388.48
014
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 467006.13
015
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 288728.46
016
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 149686.68
017
03/16/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 251810.85
018
03/16/17 16b Entry Ordering Deposit of Assets JPMORG/TRUST .00
In Lieu of Bond 426390.64
019
03/16/17 cc Certified Copy 22.00
03/16/17 6.4 Application to Extend Time to File .00
Inventory
03/16/17 6.5 Entry Extending Time to File Inventory 06/20/2017 5.00
03/16/17 Receipt 492686 82.00
03/16/17 nc Notice of Change of Address of: .00
Ward
05/16/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/16/17 15bn Entry Authorizing Expenditure of Funds 356.00 5.00
(Non-Custodial) 190.00
05/16/17 att Attachments .00
05/16/17 Receipt 496380 15.00
06/06/17 10j Consent to Power to Sell Real Estate 1.00
06/06/17 e Entry 5.00
06/06/17 Receipt 497560 6.00
06/08/17 3.a Application to Appoint Appraiser .00
06/08/17 3.ae Entry Appointing Appraiser 84 5.00
06/08/17 31 Vital Statistics Court Acknowledgment of .00
Paternity
06/08/17 1ae Entry Increasing Bond 186000.00 5.00
CBS
06/08/17 4.2 Fiduciary's Bond/RLI Ins Co 226000.00 .00
CBS
Frank Duffy
06/08/17 bacb Bond Application for CBS Agency .00
06/08/17 Receipt 497727 10.00
06/20/17 6.4 Application to Extend Time to File .00
Inventory
06/20/17 6.5 Entry Extending Time to File Inventory 08/22/2017 5.00
06/20/17 Receipt 498283 5.00
07/18/17 6n Appraiser's Certificate v 3.00
07/18/17 1.0 Surviving Spouse, Next of Kin, Legatee- .00
Devisee/Guardianship
07/18/17 6.0 Inventory 5258257.00 7.00
07/18/17 ex Extra Pages 5.00
07/18/17 1ae Entry Increasing Bond 15000000.00 5.00
CBS Agency
07/18/17 4.2 Fiduciary's Bond/RLI Ins Co 1726000.00 .00
CBS
Frank Duffy
07/18/17 bacb Bond Application for CBS Agency .00
07/18/17 Receipt 499797 20.00
08/03/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/15/17 50m Application to Terminate 10.00
08/15/17 dc Death Certificate .00
08/15/17 50p Entry Terminating and Ordering Final 10/17/2017 5.00
Account
08/15/17 Receipt 501342 15.00
09/19/17 13k Notice to File Account 0023064 1.00
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
24621.21
001 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
78115.47
002 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
85449.20
003 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
493511.59
004 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
167892.53
005 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
117461.29
006 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
7463.34
007 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
96192.87
008 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
367809.29
009 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
45172.87
010 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
764904.69
011 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
378309.69
012 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
120594.36
013 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
55388.48
014 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
467006.13
015 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
288728.46
016 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
149686.68
017 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
251810.85
018 Y
09/20/17 16c Verification of Receipt or Deposit JPMORG/TRUST .00
426390.64
019 Y
10/17/17 13n Application to Extend Time to File .00
Account
10/17/17 13o Entry Extending Time to File Account 12/29/2017 5.00
10/17/17 Receipt 504757 6.00
11/14/17 16k Notice to File 0023064 1.00
11/14/17 50o Receipt and Release of All Claims .00
JP Morgan #6979 3776470.75
JP Morgan #8050 660783.47
JP Morgan #8252 24768.73
11/14/17 1cd Application for Fiduciary Fees 10.00
11/14/17 1ce Entry Approving Fiduciary Fees 18589.10 .00
David M. Schira
11/14/17 fs Fee Schedule .00
11/14/17 1ca Application for Attorney Fees 15282.90 10.00
Vorys, Sater, Seymour & Pease 50.30
11/14/17 1cc Consent to Attorney Fees .00
David M. Schira
11/14/17 fs Fee Schedule 5.00
11/14/17 13.0 Fiduciary's Final Account 01 22.00
11/14/17 13.1 Receipts and Disbursements 0.00 .00
11/14/17 ex Extra Pages 22.00
11/14/17 Receipt 506176 70.00
11/15/17 13e Entry Setting Hearing on Account .00
11/16/17 morf Magistrate's Order Regarding Fees 15333.20 .00
11/16/17 cos Certificate of Service .00
12/26/17 13i Judgment Entry Approving Final Account .00
12/26/17 dp Docket Page .00
BALANCE DUE .00
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