Case Docket

Case Number: 584941  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : LUNDBERG, J. DAVID
AKA :


Date Code Description Reference Receipt Cost
05/08/17 01 Case Number (Daily Reporter) 10.00
05/08/17 02 Forms 10.00
05/08/17 03 Docketing & Index 15.00
05/08/17 04 Computerized Legal Research 3.00
05/08/17 05 Computer Fee 10.00
05/08/17 07 Legal Aid Trust Fund 26.00
05/08/17 08 Dispute Resolution Fund 15.00
05/08/17 gi Guardianship Investigator's Expense 75.00
05/08/17 16 Special Projects Fund 15.00
05/08/17 cb COST BILL .00
05/08/17 17.0 Application for Appointment of Guardian 20.00
05/08/17 ge Entry Setting Hearing 06/09/2017 .00
2:00 pm
05/08/17 15.0 Next of Kin .00
05/08/17 15.1 Waiver of Notice .00
Marc Lundberg
05/08/17 15.2 Guardian - Fiduciary's Acceptance .00
05/08/17 15.3 Affidavit of Additional Information .00
05/08/17 15.8 Adult Guardianship Service Information .00
05/08/17 16.1 Affidavit of Custody .00
05/08/17 17ca Change of Address Information for .00
Guardianships
05/08/17 15.4 Guardian's Credibility Application .00
05/08/17 psoe Statement of Expert Evaluation .00
05/08/17 Receipt 495885 199.00
05/08/17 2y Notice of Hearing .00
05/08/17 vgcs Guardianship: Virtual Service Mail Sent 5.35
Trent D Lundberg - 1414-36
John A Lundberg - 1414-43
05/08/17 cos Certificate of Service .00
05/18/17 vcr Virtual Service Returned .00
TDL 141436
05/24/17 vcr Virtual Service Returned .00
JAL 141443
06/08/17 17.8 Investigator's Report .00
06/08/17 cos Certificate of Service Erik von 8.80
Frese
06/08/17 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/09/17 1da Application for Continuance of Hearing .00
06/09/17 1de Entry Continuing Hearing 08/21/2017 5.00
9:00am
06/09/17 Receipt 497774 19.15
06/09/17 cos Certificate of Service .00
Trent D. Lundberg, John A. Lundberg,
Michael D. Juhola, ESQ &
J. David Lundberg
08/21/17 1da Application for Continuance of Hearing .00
08/21/17 1de Entry Continuing Hearing 09/28/2017 5.00
2:00 pm
08/21/17 Receipt 501602 5.00
08/21/17 cos Certificate of Service .00
09/28/17 e Entry of Agreement 5.00
10/12/17 15.8 Adult Guardianship Service Information .00
10/12/17 cb COST BILL .00
10/12/17 17.0 Application for Appointment of Guardian 20.00
successor
10/12/17 02 Forms 10.00
10/12/17 03 Docketing & Index 15.00
10/12/17 04 Computerized Legal Research 3.00
10/12/17 05 Computer Fee 10.00
10/12/17 07 Legal Aid Trust Fund 26.00
10/12/17 08 Dispute Resolution Fund 15.00
10/12/17 16 Special Projects Fund 15.00
10/12/17 gi Guardianship Investigator's Expense 75.00
10/12/17 ge Entry Setting Hearing 11/16/2017 .00
11:00 am
10/12/17 15.0 Next of Kin .00
10/12/17 15.1 Waiver of Notice .00
Christopher Gasper
10/12/17 15.2 Guardian - Fiduciary's Acceptance .00
10/12/17 16.1 Affidavit of Custody .00
10/12/17 15.3 Affidavit of Additional Information .00
10/12/17 15.4 Guardian's Credibility Application .00
10/12/17 17ca Change of Address Information for .00
Guardianships
10/12/17 Receipt 504515 194.00
10/12/17 2y Notice of Hearing .00
10/12/17 vgcs Guardianship: Virtual Service Mail Sent 21.40
Trent D Lundberg 180602
Marc Y. Lundberg 180619
John A. Lundberg 180633
10/12/17 ex Michael D. Juhola 180640 .00
10/12/17 cos Certificate of Service .00
10/18/17 vcmw Virtual Service Returned/NO SERVICE .00
John A. Lundberg
10/18/17 cos Certificate of Service .00
10/26/17 vcr Virtual Service Returned .00
TDL 180602
10/30/17 vcr Virtual Service Returned .00
MTL 180619
10/30/17 vcr Virtual Service Returned .00
MDJ 180640
11/02/17 cos Certificate of Service .00
11/02/17 misc Withdrawl Without Prejudice Of .00
Application For Guardianship
11/02/17 Receipt 505605 21.40
11/16/17 17d Magistrate's Decision .00
Christopher Gasper shall be appointed
guardian of the estate of J. David
Lundberg. Bond is set at $120,000.00
11/16/17 17c Findings of Fact .00
11/16/17 17b Notice To Attorneys and Parties .00
11/16/17 17n Entry Adopting Magistrate's Decision 5.00
11/16/17 cos Certificate of Service .00
11/16/17 nc Notice of Change of Address of: .00
11/16/17 rc Resignation of Counsel .00
Charles Bendig
11/16/17 rce Entry Approving Resignation of Counsel 5.00
11/17/17 dr Digital Record of Hearing SNS .00
11/16/17 / 22E
Time: 10:21:33-11:45:43
11/21/17 cb COST BILL .00
11/21/17 igf Indigent Guardianship Fund 30.00
11/21/17 adl Additional Letters of Authority 2.00
11/21/17 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GASPER, CHRISTOPHER (fidy)
11/21/17 rgg Receipt of guardianship guide .00
11/21/17 15.9 Oath of Guardian .00
11/21/17 4.2 Fiduciary's Bond - Ohio Casualty 120000.00 .00
Palmer/Mille
R.Prater
11/21/17 eb Exhibit .00
11/21/17 Receipt 506554 47.00
11/30/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/30/17 15bn Entry Authorizing Expenditure of Funds See Attached 5.00
(Non-Custodial)
11/30/17 Receipt 506963 15.00
11/30/17 6.0 Inventory 290982.00 7.00
12/01/17 nc Notice of Change of Address of: .00
Ward
12/07/17 15c Application to Release Funds .00
12/07/17 15d Entry Authorizing Release of Funds 22934.02 5.00
12/07/17 cc Certified Copy 1.00
12/07/17 1ca Application for Attorney Fees 10.00
12/07/17 eb Exhibit A .00
12/07/17 morf Magistrate's Order Regarding Fees 2774.25 .00
Christopher Gasper
12/07/17 Receipt 507329 23.00
12/12/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/17 eb Exhibit A .00
12/12/17 15bn Entry Authorizing Expenditure of Funds 300.00 5.00
(Non-Custodial) 30.00
108.47
12/12/17 c Copy .10
12/12/17 Receipt 507612 15.10
12/22/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/22/17 15bn Entry Authorizing Expenditure of Funds 270.00 5.00
(Non-Custodial) 250.00
12/22/17 c Copy .10
12/22/17 Receipt 508146 15.10
01/04/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/04/18 15bn Entry Authorizing Expenditure of Funds See Attached 5.00
(Non-Custodial) Green
01/04/18 c Copy .10
01/04/18 15c Application to Release Funds .00
01/04/18 15d Entry Authorizing Release of Funds 5.00
01/04/18 cc Certified Copy 1.00
01/04/18 Receipt 508592 21.10
01/10/18 6.b Report of Newly Discovered Assets 7.00
Guardianship
01/10/18 6.be Entry Approving Report of Newly 24284.95 5.00
Assets
01/10/18 Receipt 508914 12.00
01/16/18 m Motion To Expedite Hearing .00
01/16/18 1e Entry Setting Hearing 01/24/2018 5.00
10:00 am
01/16/18 cb COST BILL .00
01/16/18 15.8 Adult Guardianship Service Information .00
01/16/18 17.0 Application for Appointment of Guardian 20.00
Successor
01/16/18 02 Forms 10.00
01/16/18 04 Computerized Legal Research 3.00
01/16/18 05 Computer Fee 10.00
01/16/18 07 Legal Aid Trust Fund 26.00
01/16/18 08 Dispute Resolution Fund 15.00
01/16/18 16 Special Projects Fund 15.00
01/16/18 gi Guardianship Investigator's Expense 75.00
01/16/18 wc - Jacqueline K Lundberg 22.00
WebCheck Fingerprinting
01/16/18 15.0 Next of Kin .00
01/16/18 15.1 Waiver of Notice .00
Marg Lundberg
Trent Lundberg
John A Lundberg
01/16/18 15.2 Guardian - Fiduciary's Acceptance .00
01/16/18 16.1 Affidavit of Custody .00
01/16/18 15.3 Affidavit of Additional Information .00
01/16/18 15.4 Guardian's Credibility Application .00
01/16/18 17ca Change of Address Information for .00
Guardianships
01/16/18 psoe Statement of Expert Evaluation .00
01/16/18 dl Copy of Driver's License of: .00
JacQuelie Lundberg
01/16/18 Receipt 509115 201.00
01/19/18 app Application To Place Will On Deposit .00
01/19/18 17.8 Investigator's Report .00
01/19/18 cos Certificate of Service Erik von 21.00
Frese
01/19/18 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/24/18 cb COST BILL .00
01/24/18 igf Indigent Guardianship Fund 30.00
01/24/18 adl Additional Letters of Authority 3.00
01/24/18 17d Magistrate's Decision Wambaugh .00
Jacqueline Lundberg is appointed
guardian of the person, Atty Gasper to
remain guardian of the estate
01/24/18 17b Notice To Attorneys and Parties .00
01/24/18 17c Findings of Fact .00
01/24/18 17n Entry Adopting Magistrate's Decision 5.00
01/24/18 cos Certificate of Service .00
01/24/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
LUNDBERG, JACQUELINE KAY (fidy)
01/24/18 15.9 Oath of Guardian .00
01/24/18 rgg Receipt of guardianship guide .00
01/24/18 Receipt 509607 64.00
01/25/18 dr Digital Record of Hearing CLW .00
01/24/2018 / hearing room 22E
Time: 10:03:09-10:41:42
01/26/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/26/18 15bn Entry Authorizing Expenditure of Funds Koorn 5.00
(Non-Custodial) 44.70
250.00
127.99
01/26/18 c Copy .10
01/26/18 Receipt 509785 15.10
01/30/18 fn Fingerprint Return No Hit .00
- Jacqueline K Lundberg
02/06/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/06/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
02/06/18 eb Exhibit .00
02/06/18 Receipt 510372 15.00
02/09/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/09/18 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial) 12.00
per month
02/09/18 att Attachments .00
02/09/18 c Copy .10
02/09/18 Receipt 510608 15.10
02/27/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/27/18 att Attachments .00
02/27/18 15bn Entry Authorizing Expenditure of Funds 15.48 5.00
(Non-Custodial) 3536.07
3597.00
02/27/18 c Copy .10
02/27/18 Receipt 511583 15.10
03/06/18 m Motion To Approve Auction Of Ward's .00
Personal Belongings
03/06/18 eb Exhibit A .00
03/06/18 e Entry 5.00
03/06/18 c Copy .10
03/06/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/06/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
03/06/18 c Copy .10
03/06/18 Receipt 512060 20.20
03/22/18 1ca Application for Attorney Fees 3386.00 10.00
03/22/18 1cc Consent to Attorney Fees .00
Christopher Gasper
03/22/18 fs Fee Schedule .00
03/22/18 Receipt 513041 10.00
03/23/18 morf Magistrate's Order Regarding Fees 3536.07 .00
03/23/18 cos Certificate of Service .00
04/04/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/04/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/04/18 c Copy .10
04/04/18 Receipt 513792 15.10
04/06/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/13/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/13/18 15bn Entry Authorizing Expenditure of Funds 100.00 5.00
(Non-Custodial) Monthly
Koorn
04/20/18 Receipt 514756 15.00
04/26/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/26/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/26/18 eb Exhibit A .00
04/26/18 c Copy .10
04/26/18 Receipt 515093 15.10
05/03/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/03/18 15bn Entry Authorizing Expenditure of Funds 8000.00 5.00
(Non-Custodial)
05/03/18 c Copy .10
05/03/18 Receipt 515509 15.10
05/09/18 1ae Entry Increasing Bond 6000000.00 5.00
Ohio Cas.
05/09/18 4.2 Fiduciary's Bond 720000.00 .00
Ohio Cas.
N Szana
Palmer/Mille
05/09/18 bapm Bond Application for Palmer Miller Exhibit A .00
05/09/18 c Copy .15
05/09/18 Receipt 515780 5.15
05/18/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/18/18 15bn Entry Authorizing Expenditure of Funds See Attach 5.00
(Non-Custodial)
05/18/18 c Copy .10
05/18/18 Receipt 516343 15.10
06/06/18 6.b Report of Newly Discovered Assets 7.00
06/06/18 6.be Entry Approving Report of Newly 20000.00 5.00
Assets Koorn
06/06/18 c Copy .05
06/06/18 Receipt 517305 12.05
06/15/18 6p Motion to Amend Inventory .00
06/15/18 6q Entry Amending Inventory 19471.23 5.00
06/15/18 6a Amended Inventory 288419.23 7.00
GASPER, CHRISTOPHER (fidy)
06/15/18 13a Fiduciary's Partial Account 01 22.00
GASPER, CHRISTOPHER (fidy)
06/15/18 13.1 Receipts and Disbursements .00
06/15/18 13.2 Assets Remaining in Fiduciary's Hands 341433.53 .00
06/15/18 ex Extra Pages 1.00
06/15/18 c Copy .25
06/15/18 1cd Application for Fiduciary Fees 10.00
06/15/18 morf Magistrate's Order Regarding Fees 5664.57 .00
Christopher Gasper
06/15/18 fs Fee Schedule .00
06/15/18 c Copy .10
06/15/18 1ca Application for Attorney Fees 4945.25 10.00
Christopher Gasper 511.01
06/15/18 fs Fee Schedule 7.00
06/15/18 c Copy .60
06/15/18 1cc Consent to Guardian Fees .00
Christoper Gasper
06/15/18 Receipt 517866 62.95
06/18/18 13e Entry Setting Hearing on Account .00
06/19/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/19/18 15bn Entry Authorizing Expenditure of Funds 626.00 5.00
(Non-Custodial)
06/19/18 eb Exhibit A .00
06/19/18 c Copy .10
06/19/18 50m Application to Terminate 10.00
06/19/18 50p Entry Terminating and Ordering Final 08/17/2018 5.00
Account
GASPER, CHRISTOPHER (fidy)
06/19/18 50m Application to Terminate 10.00
06/19/18 50n Entry Terminating and Dispensing with y 5.00
Final Account
LUNDBERG, JACQUELINE KAY (fidy)
06/19/18 Receipt 518079 45.10
06/21/18 morf Magistrate's Order Regarding Fees 5456.26 .00
07/20/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/20/18 15bn Entry Authorizing Expenditure of Funds 22459.62 5.00
(Non-Custodial)
07/20/18 Receipt 519866 15.00
07/25/18 13.0 Fiduciary's Final Account 02 22.00
GASPER, CHRISTOPHER (fidy)
07/25/18 13.1 Receipts and Disbursements .00
07/25/18 Receipt 520103 22.00
07/26/18 13e Entry Setting Hearing on Account .00
07/30/18 13h Judgment Entry Approving Partial Account .00
09/05/18 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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