Case Docket

Case Number: 585273  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : CHESTER, MARJORIE
AKA :


Date Code Description Reference Receipt Cost
05/25/17 01 Case Number (Daily Reporter) 10.00
05/25/17 02 Forms 10.00
05/25/17 03 Docketing & Index 15.00
05/25/17 04 Computerized Legal Research 3.00
05/25/17 05 Computer Fee 10.00
05/25/17 07 Legal Aid Trust Fund 26.00
05/25/17 08 Dispute Resolution Fund 15.00
05/25/17 gi Guardianship Investigator's Expense 75.00
05/25/17 16 Special Projects Fund 15.00
05/25/17 cb COST BILL .00
05/25/17 m Motion 5.00
05/25/17 17.0 Application for Appointment of Guardian 20.00
05/25/17 15.0 Next of Kin .00
05/25/17 15.1 Waiver of Notice .00
John Mashburn
05/25/17 15.2 Guardian - Fiduciary's Acceptance .00
05/25/17 15.3 Affidavit of Additional Information .00
05/25/17 15.4 Guardian's Credibility Application .00
05/25/17 16.1 Affidavit of Custody .00
05/25/17 17ca Change of Address Information for .00
Guardianships
05/25/17 15.8 Adult Guardianship Service Information .00
05/25/17 psoe Statement of Expert Evaluation .00
05/25/17 m Motion To Expedite Hearing .00
05/25/17 1e Entry Setting Hearing 05/31/2017 5.00
9:00 am
05/25/17 m Motion For Emergency Order .00
05/25/17 e Emergency Order 5.00
05/25/17 Receipt 496990 214.00
05/30/17 aos Affidavit of Service 3.50
05/30/17 att Attachments .00
05/30/17 17.8 Investigator's Report .00
05/30/17 cos Certificate of Service Erik von 9.80
Frese
05/30/17 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/31/17 dr Digital Record of Hearing BFS .00
05/31/2017 / hearing room 22C
Time:9:29:30 am - 9:40:00 am
05/31/17 cb COST BILL .00
05/31/17 igf Indigent Guardianship Fund 30.00
05/31/17 adl Additional Letters of Authority 2.00
05/31/17 17d Magistrate's Decision BFS .00
John B Mashburn is appointed guardian of
the person and estate of Marjorie
Chester.
05/31/17 17c Findings of Fact .00
05/31/17 17b Notice To Attorneys and Parties .00
05/31/17 17n Entry Adopting Magistrate's Decision 5.00
05/31/17 cos Certificate of Service .00
05/31/17 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MASHBURN, JOHN B. (fidy)
05/31/17 15.9 Oath of Guardian .00
05/31/17 rgg Receipt of guardianship guide .00
05/31/17 Receipt 497194 55.30
06/01/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/01/17 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 70658.07
001
06/01/17 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 18545.58
002
06/01/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/01/17 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 129368.93
003
06/01/17 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 102124.95
004
06/01/17 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 84108.10
005
06/01/17 att Attachments .00
06/01/17 cc Certified Copy 4.00
06/01/17 Receipt 497330 14.00
06/05/17 16c Verification of Receipt or Deposit HNB .00
70658.07
001 Y
06/05/17 16c Verification of Receipt or Deposit HNB .00
18545.58
002 Y
06/05/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/05/17 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
06/05/17 Receipt 497419 16.00
06/05/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/05/17 cc Certified Copy 1.00
06/05/17 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 5300.00
006
06/05/17 Receipt 497463 6.00
06/08/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/08/17 16b Entry Ordering Deposit of Assets 5TH/3RD TRST 5.00
In Lieu of Bond 62719.91
007
06/08/17 Receipt 497683 5.00
06/12/17 16c Verification of Receipt or Deposit HNB .00
5300.00
006 Y
06/14/17 16c Verification of Receipt or Deposit JP MORG/CHAS .00
129368.93
003 Y
06/14/17 16c Verification of Receipt or Deposit JP MORG/CHAS .00
102124.95
004 Y
06/14/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/14/17 16b Entry Ordering Deposit of Assets 5TH/3RD TRST 5.00
In Lieu of Bond 232743.97
008
06/14/17 cc Certified Copy 1.00
06/14/17 Receipt 497993 6.00
06/15/17 app Application .00
06/15/17 e Entry 5.00
06/15/17 15c Application to Release Funds .00
06/15/17 15d Entry Authorizing Release of Funds 60000.00 5.00
06/15/17 4.2 Fiduciary's Bond/Western Surety 200000.00 .00
Palm/Miller
R Prater
06/15/17 bapm Bond Application for Palmer Miller .00
06/15/17 cc Certified Copy 1.00
06/15/17 Receipt 498022 11.00
06/27/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
06/27/17 16b Entry Ordering Deposit of Assets 5TH/3RD TRST 5.00
In Lieu of Bond 153122.27
009
06/27/17 cc Certified Copy 2.00
06/27/17 Receipt 498705 7.00
06/28/17 1ca Application for Attorney Fees 2927.50 10.00
Mashburn
06/28/17 fs Fee Schedule .00
06/28/17 Receipt 498725 10.00
06/30/17 morf Magistrate's Order Regarding Fees 2975.00 .00
06/30/17 nc Notice of Change of Address of: .00
07/25/17 16c Verification of Receipt or Deposit 5TH/3RD TRST .00
215310.22
007 Y
07/25/17 16c Verification of Receipt or Deposit 5TH/3RD TRST .00
232743.97
008 Y
07/25/17 16c Verification of Receipt or Deposit 5TH/3RD TRST .00
153138.09
009 Y
08/01/17 6k Notice to File Inventory 0020560 1.00
08/23/17 1ca Application for Attorney Fees 10.00
08/23/17 fs Fee Schedule .00
Scgedule A
08/23/17 morf Magistrate's Order Regarding Fees 787.50 .00
John Mashburn
08/23/17 Receipt 501828 11.00
09/05/17 6.4 Application to Extend Time to File .00
Inventory
09/05/17 6.5 Entry Extending Time to File Inventory 10/06/2017 5.00
09/05/17 Receipt 502454 5.00
09/11/17 1ca Application for Attorney Fees 3232.25 10.00
Jay E. Michael & Stephe A. Moyer 178.48
09/11/17 fs Fee Schedule .00
09/11/17 Receipt 502761 10.00
09/11/17 morf Magistrate's Order Regarding Fees 3410.73 .00
09/11/17 cos Certificate of Service .00
10/05/17 nc Notice of Change of Address of: .00
10/31/17 6m Citation to File Inventory 0020560 fidy 5.00
11/02/17 vcos Certificate of Service for Virtual Mail .00
11/02/17 vcs Virtual Service Mail Sent 5.35
John B Mashburn 164541
11/14/17 vcr Virtual Service Returned .00
JBM 164541
11/22/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/22/17 16b Entry Ordering Deposit of Assets 5TH/3RD TRST 5.00
In Lieu of Bond 86751.40
010
11/22/17 cc Certified Copy 1.00
11/22/17 Receipt 506661 16.35
12/22/17 15c Application to Release Funds .00
12/22/17 15d Entry Authorizing Release of Funds 25000.00 5.00
12/22/17 cc Certified Copy 1.00
12/22/17 1ae Entry Increasing Bond 50000.00 5.00
Palmer/Mille
12/22/17 4.2 Fiduciary's Bond/Western Surety Co 250000.00 .00
Palmer/Mille
R Prater
12/22/17 bapm Bond Application for Palmer Miller .00
12/22/17 Receipt 508185 11.00
01/04/18 6.0 Inventory 153122.27 7.00
01/04/18 Receipt 508595 7.00
02/28/18 1cd Application for Fiduciary Fees 10.00
02/28/18 fs Fee Schedule .00
02/28/18 morf Magistrate's Order Regarding Fees 6166.69 .00
Koorn
02/28/18 Receipt 511744 10.00
03/01/18 6a Amended Inventory 65816.68 7.00
03/01/18 13a Fiduciary's Partial Account 01 22.00
03/01/18 13.1 Receipts and Disbursements .00
03/01/18 13.2 Assets Remaining in Fiduciary's Hands 814630.29 .00
03/01/18 ex Extra Pages 3.00
03/01/18 Receipt 511758 48.00
03/01/18 15c Application to Release Funds .00
03/01/18 15d Entry Authorizing Release of Funds 24022.49 5.00
Green
03/01/18 cc Certified Copy 1.00
03/02/18 13e Entry Setting Hearing on Account .00
03/07/18 Pay out made through bookkeeper # 0000059950 .00
ACCT #: 000000000111 10.00
03/07/18 100.1 Payout Issued 10.00
overcharged on docketing fees
03/07/18 100.0 Correction 20.00
03/13/18 13r Custodial Year End Report 2017 HNB .00
24022.49
04/06/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/12/18 13h Judgment Entry Approving Partial Account .00
04/30/18 13a Fiduciary's Partial Account 02 22.00
04/30/18 13.1 Receipts and Disbursements .00
04/30/18 13.2 Assets Remaining in Fiduciary's Hands 772688.96 .00
04/30/18 Receipt 515259 32.00
04/30/18 1cd Application for Fiduciary Fees 10.00
04/30/18 fs Fee Schedule .00
04/30/18 morf Magistrate's Order Regarding Fees .00
04/30/18 15c Application to Release Funds .00
04/30/18 15d Entry Authorizing Release of Funds 5.00
04/30/18 cc Certified Copy 1.00
04/30/18 Receipt 515297 16.00
05/01/18 13e Entry Setting Hearing on Account .00
05/02/18 16k Notice to File 0020560 1.00
05/15/18 16c Verification of Receipt or Deposit JP MORG/CHAS .00
84115.82
005 Y
05/15/18 22n Guardian's Report 5.00
05/15/18 soe Statement of Expert Evaluation .00
05/15/18 Receipt 516130 6.00
05/21/18 13x Custodial Year End Report 2017 JP MORG/CHAS .00
0.00
06/07/18 22ni Investigator Review of Guardian's Report .00
06/11/18 13h Judgment Entry Approving Partial Account .00
09/04/18 1ca Application for Attorney Fees 10.00
09/04/18 fs Fee Schedule .00
09/04/18 morf Magistrate's Order Regarding Fees Stone .00
2000.00
09/04/18 Receipt 522363 10.00
10/02/18 15c Application to Release Funds .00
10/02/18 15d Entry Authorizing Release of Funds 32000.00 5.00
10/02/18 15c Application to Release Funds .00
10/02/18 15d Entry Authorizing Release of Funds 8000.00 5.00
10/02/18 cc Certified Copy 2.00
10/02/18 Receipt 523924 12.00
10/04/18 app Application to place will on deposit .00
11/28/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/28/18 15bn Entry Authorizing Expenditure of Funds 1000.00 5.00
(Non-Custodial)
11/28/18 Receipt 526790 15.00
12/05/18 13r Custodial Year End Report 2017 5TH/3RD TRST .00
684292.93
12/12/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/18 15bn Entry Authorizing Expenditure of Funds up to 5.00
(Non-Custodial) $10000.00
RVM
12/12/18 Receipt 527506 15.00
01/14/19 15c Application to Release Funds .00
01/14/19 15d Entry Authorizing Release of Funds 24117.62 5.00
MCD
01/14/19 cc Certified Copy 1.00
01/14/19 Receipt 529045 6.00
01/15/19 50k Application to Amend Letters of .00
Authority
01/15/19 50l Entry Amending Letters of Authority FXM 5.00
01/15/19 al Amended Letters of Authority .00
01/15/19 adl Additional Letters of Authority 4.00
01/15/19 Receipt 529112 9.00
03/01/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/01/19 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 95000.00
011
03/01/19 cc Certified Copy 2.00
03/01/19 Receipt 531698 7.00
03/07/19 al Amended Letters of Authority .00
03/07/19 adl Additional Letters of Authority 4.00
03/07/19 50k Application to Amend Letters of .00
Authority
03/07/19 50l Entry Amending Letters of Authority 5.00
03/07/19 Receipt 532015 9.00
03/12/19 15c Application to Release Funds .00
03/12/19 15d Entry Authorizing Release of Funds 5000.00 5.00
TAS
03/12/19 cc Certified Copy 1.00
03/12/19 Receipt 532206 6.00
03/12/19 16c Verification of Receipt or Deposit FIFTH THIRD .00
9300.00
011 N
03/14/19 16c Verification of Receipt or Deposit FIFTH THIRD .00
85500.00
011 Y
03/15/19 15c Application to Release Funds .00
03/15/19 15d Entry Authorizing Release of Funds 5.00
03/15/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/15/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
03/15/19 cc Certified Copy 2.00
03/15/19 Receipt 532480 22.00
03/15/19 13r Custodial Year End Report 2018 HNB .00
.78
03/29/19 13a Fiduciary's Partial Account 03 22.00
03/29/19 13.1 Receipts and Disbursements .00
03/29/19 13.2 Assets Remaining in Fiduciary's Hands 657200.81 .00
03/29/19 ex Extra Pages 3.00
03/29/19 Receipt 533314 25.00
04/01/19 13e Entry Setting Hearing on Account .00
04/17/19 16k Notice to File 0020560 1.00
05/13/19 13h Judgment Entry Approving Partial Account .00
05/21/19 1cd Application for Fiduciary Fees 10.00
Mashburn, John B.
05/21/19 fs Fee Schedule .00
05/21/19 morf Magistrate's Order Regarding Fees 9196.81 .00
MCD
05/21/19 Receipt 536347 11.00
06/12/19 15c Application to Release Funds .00
06/12/19 15d Entry Authorizing Release of Funds 40000.00 5.00
06/12/19 cc Certified Copy 1.00
06/12/19 Receipt 537561 6.00
06/17/19 22n Guardian's Report 5.00
06/17/19 soe Statement of Expert Evaluation .00
06/17/19 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
06/17/19 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
06/17/19 Receipt 537905 10.00
06/26/19 13r Custodial Year End Report 2018 5TH/3RD TRST .00
594319.97
07/02/19 15c Application to Release Funds .00
07/02/19 15d Entry Authorizing Release of Funds TAS 5.00
07/02/19 cc Certified Copy 1.00
07/02/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
07/02/19 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 100000.00
012
07/02/19 cc Certified Copy 1.00
07/02/19 Receipt 538810 12.00
07/10/19 22ni Investigator Review of Guardian's Report .00
07/10/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/10/19 att Attachments .00
07/10/19 15bn Entry Authorizing Expenditure of Funds 4776.00 5.00
(Non-Custodial) ABK
07/10/19 Receipt 539186 15.00
07/22/19 15c Application to Release Funds .00
07/22/19 15d Entry Authorizing Release of Funds 5.00
28000.00
07/22/19 cc Certified Copy 1.00
07/22/19 Receipt 539798 6.00
08/15/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/13/19 13a Fiduciary's Partial Account 04 22.00
12/13/19 13.1 Receipts and Disbursements .00
12/13/19 13.2 Assets Remaining in Fiduciary's Hands 598506.52 .00
12/13/19 ex Extra Pages 2.00
12/13/19 Receipt 547782 24.00
12/16/19 13e Entry Setting Hearing on Account .00
12/20/19 1ca Application for Attorney Fees 10.00
12/20/19 fs Fee Schedule .00
12/20/19 morf Magistrate's Order Regarding Fees 2625.00 .00
John Mashburn
12/20/19 1cd Application for Fiduciary Fees 10.00
12/20/19 fs Fee Schedule .00
12/20/19 morf Magistrate's Order Regarding Fees 8108.83 .00
John Mashburn
12/20/19 Receipt 548221 20.00
01/27/20 13h Judgment Entry Approving Partial Account .00
01/31/20 15c Application to Release Funds to Guardian .00
01/31/20 15d Entry Authorizing Release of Funds 28000.00/mnt 5.00
01/31/20 cc Certified Copy 1.00
01/31/20 Receipt 550335 6.00
02/05/20 13r Custodial Year End Report 2019 HNB .00
.78
02/11/20 13r Custodial Year End Report 2019 5TH/3RD TRST .00
417953.88
03/21/20 13r Custodial Year End Report 2018 JP MORG/CHAS .00
24117.77
05/19/20 16k Notice to File 0020560 1.00
05/30/20 13x Custodial Year End Report 2019 JP MORG/CHAS .00
0.00
06/04/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/26/20 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
08/26/20 16b Entry Ordering Deposit of Assets NATL ADV TR 5.00
In Lieu of Bond 2206199.40
Polaris Select Investor Variable Annuity 013
08/26/20 cc Certified Copy 1.00
08/26/20 Receipt 559365 7.00
09/08/20 16c Verification of Receipt or Deposit NATL ADV TR .00
2292663.91
013 Y
09/10/20 adl Additional Letters of Authority 5.00
09/22/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/22/20 att Attachments .00
09/22/20 15bn Entry Authorizing Expenditure of Funds 3960.00 5.00
(Non-Custodial)
09/22/20 Receipt 560689 15.00
11/04/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/04/20 att Attachments .00
11/04/20 15b Entry Authorizing Expenditure of Funds 28000.00 .00
(Custodial)
11/04/20 Receipt 562903 16.00
11/12/20 adl Additional Letters of Authority 2.00
11/17/20 13k Notice to File Account 0020560 1.00
12/01/20 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/01/20 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 25000.00
014
12/01/20 cc Certified Copy 1.00
12/01/20 Receipt 564017 14.00
12/02/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/02/20 15bn Entry Authorizing Expenditure of Funds 2500.00 5.00
(Non-Custodial)
12/07/20 Pay out made through bookkeeper # 0000066839 .00
ACCT #: 000000000209 2.00
12/11/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/11/20 15bn Entry Authorizing Expenditure of Funds 2500.00 5.00
(Non-Custodial)
12/11/20 Receipt 564525 15.00
01/05/21 16c Verification of Receipt or Deposit FIFTH THIRD .00
100000.00
012 Y
01/05/21 13r Custodial Year End Report 2019 FIFTH THIRD .00
121228.50
01/26/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/26/21 att Attachments .00
01/26/21 15b Entry Authorizing Expenditure of Funds 15000.00 .00
(Custodial) 4972.50
01/26/21 Receipt 566372 16.00
02/04/21 13a Fiduciary's Partial Account 05 22.00
02/04/21 13.1 Receipts and Disbursements .00
02/04/21 13.2 Assets Remaining in Fiduciary's Hands 2813626.70 .00
02/04/21 1cd Application for Fiduciary Fees 10.00
John B. Mashburn
02/04/21 fs Fee Schedule .00
02/04/21 morf Magistrate's Order Regarding Fees 14389.85 .00
02/04/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/04/21 15b Entry Authorizing Expenditure of Funds 14439.85 .00
(Custodial) 16000.00/mnt
6000.00/mnth
02/04/21 15c Application to Release Funds to Guardian .00
02/04/21 15d Entry Authorizing Release of Funds 60000.00 5.00
MCD
02/04/21 cc Certified Copy 1.00
02/04/21 cc Certified Copy 1.00
02/04/21 Receipt 566959 70.00
02/05/21 13e Entry Setting Hearing on Account .00
02/08/21 cc Certified Copy 2.00
02/08/21 Receipt 567068 7.00
02/08/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
02/08/21 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 100000.00
017
02/09/21 Pay out made through bookkeeper # 0000067434 .00
ACCT #: 000000000209 5.00
02/10/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
02/10/21 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 300.00
016
02/10/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/10/21 15bnd Entry Denying Expenditure of Funds AAC 5.00
(Non-Custodial)
02/10/21 Receipt 567254 20.00
02/18/21 Pay out made through bookkeeper # 0000067502 .00
ACCT #: 000000000209 2.00
02/22/21 13r Custodial Year End Report 2020 FIFTH THIRD .00
253762.07
03/08/21 15c Application to Release Funds .00
03/08/21 15d Entry Authorizing Release of Funds 5.00
03/09/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/09/21 15b Entry Authorizing Expenditure of Funds 2599.00 .00
(Custodial)
03/09/21 Receipt 568638 16.00
03/11/21 15c Application to Release Funds to Guardian .00
03/11/21 15d Entry Authorizing Release of Funds 60000.00 5.00
KAS
03/11/21 cc Certified Copy 1.00
03/11/21 Receipt 568821 6.00
03/18/21 13h Judgment Entry Approving Partial Account .00
03/22/21 16m Citation to File 0020560 guar 5.00
03/22/21 vcos Certificate of Service for Virtual Mail .00
03/22/21 vcs Virtual Service Mail Sent 5.60
John B Mashburn 369137
04/13/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
04/13/21 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 100000.00
018
04/13/21 cc Certified Copy 1.00
04/13/21 Receipt 570435 6.00
04/26/21 15.0 Next of Kin - Family Tree AMended .00
04/27/21 cc Certified Copy 1.00
04/27/21 Receipt 571159 16.60
04/28/21 Pay out made through bookkeeper # 0000068259 .00
ACCT #: 000000000209 3.40
05/13/21 13r Custodial Year End Report 2020 5TH/3RD TRST .00
114222.81
05/19/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/23/21 22n Guardian's Report 5.00
06/23/21 22ni Investigator Review of Guardian's Report .00
11/12/21 15c Application to Release Funds .00
11/12/21 15d Entry Authorizing Release of Funds 5.00
11/12/21 cc Certified Copy 1.00
11/15/21 16c Verification of Receipt or Deposit HNB .00
100000.00
017 Y
11/15/21 16c Verification of Receipt or Deposit HNB .00
100000.00
018 Y
11/18/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/18/21 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 40000.00
019
11/18/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/18/21 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 132955.61
020
11/18/21 cc Certified Copy 2.00
11/18/21 Receipt 581090 20.00
11/24/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/24/21 att Attachments .00
11/24/21 15bn Entry Authorizing Expenditure of Funds 816.97 5.00
(Non-Custodial)
11/24/21 Receipt 581338 15.00
12/03/21 16c Verification of Receipt or Deposit FIFTH THIRD .00
40000.00
019 Y
01/03/22 1ca Application for Attorney Fees 10.00
John B. Mashburn
01/03/22 fs Fee Schedule .00
01/03/22 morf Magistrate's Order Regarding Fees 2900.00 .00
01/03/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/03/22 15bn Entry Authorizing Expenditure of Funds 2500.00 5.00
Non-Custodial) 1500.00
01/03/22 Receipt 583087 28.00
01/04/22 Pay out made through bookkeeper # 0000070795 .00
ACCT #: 000000000209 2.00
01/05/22 13k Notice to File Account 0020560 1.00
01/24/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
01/24/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 125000.00
021
01/24/22 cc Certified Copy 1.00
01/24/22 Receipt 583960 7.00
01/25/22 Pay out made through bookkeeper # 0000070986 .00
ACCT #: 000000000209 9.00
02/07/22 15c Application to Release Funds to Guardian .00
02/07/22 15d Entry Authorizing Release of Funds 40000.00 5.00
Huntington Bank Acct
02/07/22 cc Certified Copy 1.00
02/07/22 Receipt 584604 6.00
03/24/22 13x Custodial Year End Report 2021 5TH/3RD TRST .00
0.00
03/29/22 nc Notice of Change of Address of: .00
03/31/22 13a Fiduciary's Partial Account 06 23.00
03/31/22 13.1 Receipts and Disbursements .00
03/31/22 13.2 Assets Remaining in Fiduciary's Hands 2617057.09 .00
04/01/22 13e Entry Setting Hearing on Account .00
04/14/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
04/14/22 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 60000.00
022
04/14/22 cc Certified Copy 1.00
04/14/22 Receipt 588346 16.00
04/15/22 1cd Application for Fiduciary Fees 10.00
John Mashburn
04/15/22 fs Fee Schedule .00
04/15/22 morf Magistrate's Order Regarding Fees 20574.34 .00
04/15/22 Receipt 588399 33.00
04/28/22 mo Magistrate's Order 05/23/2022 5.00
2:00 PM
04/28/22 eb Exhibit A .00
04/28/22 cos Certificate of Service .00
05/10/22 16c Verification of Receipt or Deposit HNB .00
300.00
016 Y
05/10/22 16c Verification of Receipt or Deposit HNB .00
125000.00
021 Y
05/11/22 13l Entry Extending Publication Hearing for 05/26/2022 .00
Account STAT
05/12/22 mo Magistrate's Order Setting hearing on 5.00
5/23/2022 at 3:00 PM to consider the
Fiduciary's Partial Account filed
3/31/2022.
05/12/22 cos Certificate of Service .00
05/23/22 mo Magistrate's Order Continuing Hearing 06/10/2022 5.00
3:00 PM
05/23/22 eb Exhibit A .00
05/23/22 cos Certificate of Service .00
05/24/22 dr Digital Record of Hearing KAG .00
5/23/22 ZOOM
05/24/22 16k Notice to File 0020560 1.00
06/09/22 1da Application for Continuance of Hearing .00
06/09/22 1de Entry Continuing Hearing 07/08/2022 5.00
11:00 A.M.
06/09/22 eb Exhibit A .00
Zoom invite
06/21/22 13l STAT 07/15/2022 .00
STAT
07/11/22 dr Digital Record of Hearing KAG .00
7/8/22 22A 10:04:59 - 12:18:08 pm
07/15/22 13h Judgment Entry Approving Partial Account .00
07/22/22 mo Magistrate's Order Green 5.00
Attorney John Mashburn continues to be
a resident of Ohio and may continues
serving as guardian
07/22/22 cos Certificate of Service .00
08/03/22 17d Magistrate's Decision KAG .00
-Guardian's acct filed by
John B. Mashburn on 03/31/2022, be
Approved
08/03/22 17b Notice To Attorneys and Parties .00
08/03/22 17c Findings of Fact .00
08/03/22 cos Certificate of Service .00
09/12/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
09/12/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 50000.00
023
09/12/22 16m Citation to File 0020560 guar 5.00
09/12/22 vcos Certificate of Service for Virtual Mail .00
09/12/22 vcs Virtual Service Mail Sent 6.57
John B Mashburn 455137
09/22/22 ref No Refund Issued: $1.00 or less 1.00
09/22/22 Receipt 596304 28.57
10/04/22 22n Guardian's Report 5.00
10/04/22 22ni Investigator Review of Guardian's Report .00
10/24/22 13r Custodial Year End Report 2020 HNB .00
.78
10/25/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
10/25/22 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 60000.00
024
10/25/22 cc Certified Copy 1.00
10/26/22 cc Certified Copy 1.00
10/26/22 Receipt 598054 27.00
11/04/22 1ca Application for Attorney Fees 10.00
John B Mashburn
11/04/22 fs Fee Schedule .00
11/04/22 morf Magistrate's Order Regarding Fees 2762.50 .00
11/16/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/16/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 240000.00
025
11/16/22 cc Certified Copy 1.00
11/16/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/16/22 16b Entry Ordering Deposit of Assets FIFTH THIRD 5.00
In Lieu of Bond 122000.00
026
11/16/22 cc Certified Copy 1.00
11/16/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/16/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/16/22 16b Entry Ordering Deposit of Assets NATL ADV TR 5.00
In Lieu of Bond 5000.00
027
11/16/22 cc Certified Copy 1.00
11/16/22 bs Bank Statement .00
11/16/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/16/22 15bn Entry Authorizing Expenditure of Funds 1500.00 5.00
(Non-Custodial)
11/16/22 Receipt 599053 43.00
11/22/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/22/22 Receipt 599403 16.00
11/22/22 att Attachments to App Expend Funds .00
11/23/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/23/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 240000.00
028
11/23/22 cc Certified Copy 2.00
11/23/22 Receipt 599479 7.00
11/28/22 13r Custodial Year End Report 2021 HNB .00
.78
11/28/22 15b Entry Authorizing Expenditure of Funds 239103.00 .00
(Custodial)
11/28/22 att Attachments .00
12/01/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/01/22 16ba Amended Entry Ordering Deposit of HNB 5.00
Assets in Lieu of Bond 240099.38
025
12/01/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/01/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 45000.00
029
12/02/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/02/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 240099.38
030
12/02/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/02/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 242000.00
031
12/02/22 Receipt 599830 20.00
12/02/22 16c Verification of Receipt or Deposit HNB .00
240000.00
025 Y
12/02/22 16c Verification of Receipt or Deposit HNB .00
240000.00
028 Y
12/09/22 13r Custodial Year End Report 2021 HNB .00
110368.40
12/19/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/29/22 1cd Application for Guardian Fees 10.00
John B. Mashburn
12/29/22 fs Fee Schedule .00
12/29/22 morf Magistrate's Order Regarding Fees 22362.26 .00
12/29/22 15c Application to Release Funds to Guardian .00
12/29/22 15d Entry Authorizing Release of Funds 75000.00 5.00
-from Huntington Savings Acct 9240
12/29/22 cc Certified Copy 1.00
12/29/22 13a Fiduciary's Partial Account 07 22.00
12/29/22 13.1 Receipts and Disbursements .00
12/29/22 13.2 Assets Remaining in Fiduciary's Hands 1702361.88 .00
12/29/22 Receipt 601010 38.00
12/30/22 13e Entry Setting Hearing on Account .00
02/13/23 13h Judgment Entry Approving Partial Account .00
02/27/23 ej Entry Appointing Master Commissioner MACKEY 5.00
02/27/23 cos Certificate of Service .00
04/25/23 m Motion for 5th Third Bank Cease making .00
the Monthly Expenditures of $6000.00 to
Pamel Landis & $16000.00 to Lliving Our
Best Life from Acct #4860
04/25/23 e Entry MCD 5.00
04/25/23 50m Application to Terminate Guardianship 10.00
04/25/23 obit Obituary .00
Marjorie T Chester
04/25/23 50p Entry Terminating and Ordering Final 08/18/2023 5.00
Account
04/25/23 Receipt 606905 25.00
05/09/23 l LETTER: from Kessler & Ballenger .00
05/09/23 obit Obituary .00
Majorie Chester
05/09/23 mo Magistrate's Order Restricting Public Green 5.00
Access.
05/09/23 conf CONFIDENTIAL FILING .00
06/22/23 17d Magistrate's Decision on Master .00
Commissioner's Report
06/22/23 17b Notice To Attorneys and Parties .00
06/22/23 17c Findings of Fact .00
06/22/23 cos Certificate of Service .00
07/12/23 1cd Application for Master Commissioner Fees 10.00
Bradley R. Glover and Kessler &
Ballenger Co., LPA
07/12/23 fs Fee Schedule .00
07/12/23 morf Magistrate's Order Regarding Fees 1076.00 .00
07/12/23 ref No Refund Issued: $1.00 or less 1.00
07/12/23 Receipt 610703 16.00
07/12/23 rmr Regular Mail Returned/Not Complete .00
Denise Stafford
07/12/23 rmr Regular Mail Returned/Not Complete .00
Keith Seymour
07/12/23 rmr Regular Mail Returned/Not Complete .00
Trudy Mayne
07/12/23 cos Certificate of Service supplemental .00
07/14/23 md MOTION DOCKET: .00
07/14/23 m Motion Requsting the Addition of .00
Relatives Omitted from COS
08/03/23 rmr Regular Mail Returned SUPPLEMENTAL .00
Shirley Sargent
08/04/23 16c Verification of Receipt or Deposit HNB .00
50000.00
023 Y
08/04/23 16c Verification of Receipt or Deposit HNB .00
45000.00
029 Y
08/04/23 16c Verification of Receipt or Deposit HNB .00
240099.38
030 Y
08/17/23 13n Application to Extend Time to File .00
Account
08/17/23 13o Entry Extending Time to File Account 10/20/2023 5.00
08/17/23 17n Entry Adopting Magistrate's Decision Mackey 5.00
08/17/23 cos Certificate of Service .00
08/25/23 mo Magistrate's Order Dismissing Complaint KAG 5.00
-As the ward is deceased, the guardian-
ship complaint of hereby deemed MOOT
08/25/23 cos Certificate of Service .00
08/25/23 17.8g Court Investigator's Comments .00
08/25/23 eb Exhibit A .00
Letter From Donna Harlow
08/29/23 16c Verification of Receipt or Deposit HNB .00
231113.13
031 Y
08/29/23 50m Application to Terminate Guardianship 10.00
08/29/23 50o Receipt and Release of All Claims 213589.05 .00
Huntington Nat Bank /5th Third Bank 8460 67202.17
Nat Trust Plaris Plus Annuity 1431 997383.77
Nat Trust Amer Funds Capital Group 8453 231113.13
08/29/23 50p Entry Terminating and Ordering Final 10/31/2023 5.00
Account
08/29/23 cc Certified Copy 1.00
08/29/23 rmr Regular Mail Returned/Not Complete .00
Trudy Mayne
08/29/23 cos Certificate of Service supplemental .00
08/29/23 rmr Regular Mail Returned/Not Complete .00
Joyce Garrett
08/30/23 cc Certified Copies 2.00
08/30/23 Receipt 613312 33.00
09/05/23 rmr Regular Mail Returned/Not Complete .00
Keith Seymour
11/01/23 dec Ward Deceased. .00
11/08/23 13r Custodial Year End Report 2022 HNB .00
212447.05
11/14/23 13r Custodial Year End Report 2022 HNB .00
.78
12/18/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/10/24 99 Case Closed .00
04/11/24 mo Magistrate's Order Green .00
04/11/24 cos Certificate of Service .00
04/11/24 99 Case Closed .00
05/21/24 op STAT ONLY .00
05/22/24 13x Custodial Year End Report 2023 HNB .00
0.00
05/22/24 misc Notice to File Account 0020560 .00
05/24/24 1ca Application for Attorney Fees 10.00
John B Mashburn
05/24/24 fs Fee Schedule .00
05/28/24 13c Fiduciary's Final Account (Keep Open) 08 22.00
05/28/24 13.1 Receipts and Disbursements .00
05/28/24 Receipt 626626 32.00
05/29/24 13e Entry Setting Hearing on Account .00
06/11/24 1e Entry Setting Remote Hearing 07/16/2024 5.00
2:00 PM
06/11/24 eb Exhibit a .00
06/11/24 cos Certificate of Service .00
06/25/24 rmr Regular Mail Returned/Not Complete .00
Keith Seymour & Linda Jordan
06/25/24 rmr Regular Mail Returned/Not Complete .00
Trudy Mayne
06/25/24 cos Certificate of Service supplemental .00
06/25/24 rmr Regular Mail Returned/Not Complete .00
Clara Cooper & Rosemary Byard
07/09/24 13j Judgment Entry Approving Final Account .00
(Keep Open)
07/16/24 dr Digital Record of Hearing KAG .00
07/16/2024 / Zoom
07/22/24 mo Magistrate's Order Green 5.00
07/22/24 cos Certificate of Service .00
07/31/24 13j Judgment Entry Approving Final Account .00
(Keep Open)
08/20/24 Receipt 630862 10.00
09/24/24 rmr Regular Mail Returned/Not Complete .00
Denise Stafford
09/24/24 att Attachments .00
10/15/24 rmr Regular Mail Returned/Not Complete .00
12/04/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/22/25 13x Custodial Year End Report 2023 HNB .00
0.00
05/07/25 13x Custodial Year End Report 2023 FIFTH THIRD .00
0.00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE .00
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