Case Docket

Case Number: 589771  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SMALLEY, MARGARET EVELYN
AKA :

Date Code Description Reference Receipt Cost
02/20/18 01 Case Number (Daily Reporter) 10.00
02/20/18 02 Forms 10.00
02/20/18 03 Docketing & Index 15.00
02/20/18 04 Computerized Legal Research 3.00
02/20/18 05 Computer Fee 10.00
02/20/18 07 Legal Aid Trust Fund 26.00
02/20/18 08 Dispute Resolution Fund 15.00
02/20/18 gi Guardianship Investigator's Expense 75.00
02/20/18 16 Special Projects Fund 15.00
02/20/18 cb COST BILL .00
02/20/18 15.8 Adult Guardianship Service Information .00
02/20/18 17.0 Application for Appointment of Guardian 20.00
02/20/18 ge Entry Setting Hearing 03/13/2018 .00
11:00 am
02/20/18 15.0 Next of Kin .00
02/20/18 15.1 Waiver of Notice .00
Smalley, Deborah Marie
02/20/18 15.2 Guardian - Fiduciary's Acceptance .00
02/20/18 15.3 Affidavit of Additional Information .00
02/20/18 15.4 Guardian's Credibility Application .00
02/20/18 17ca Change of Address Information for .00
Guardianships
02/20/18 psoe Statement of Expert Evaluation .00
02/20/18 16.1 Affidavit of Custody .00
02/20/18 Receipt 511104 199.00
03/08/18 17.8 Investigator's Report .00
03/08/18 cos Certificate of Service Erik von 14.00
Frese
03/08/18 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/13/18 cb COST BILL .00
03/13/18 igf Indigent Guardianship Fund 30.00
03/13/18 adl Additional Letters of Authority 2.00
03/13/18 17d Magistrate's Decision Koorn .00
Fred Berkemer is appointed guardian of
the person & estate, bond is set at
$40000.00
03/13/18 17b Notice To Attorneys and Parties .00
03/13/18 17c Findings of Fact .00
03/13/18 17n 1ntry Adopting Magistrate's Decision 5.00
03/13/18 cos Certificate of Service .00
03/13/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BERKEMER, FREDERICK L. (fidy)
03/13/18 15.9 Oath of Guardian .00
03/13/18 rgg Receipt of guardianship guide .00
03/13/18 4.2 Fiduciary's Bond - RLI Ins. 40000.00 .00
CBS
Frank Duffy
03/13/18 bacb Bond Application for CBS Agency .00
03/13/18 att Attachments .00
creditability & signature pages
03/13/18 6.0 Inventory 211700.00 7.00
03/13/18 Receipt 512480 63.00
03/14/18 dr Digital Record of Hearing ABK .00
03/13/2018 / hearing room 22E
Time: 10:59:54-11:08:40
04/09/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/10/18 app Application to Place Will On Deposit .00
08/14/18 3.a Application to Appoint Appraiser .00
08/14/18 3.ae Entry Appointing Appraiser 34 5.00
08/27/18 1ae Entry Increasing Bond 375000.00 5.00
CBS Agency
08/27/18 4.2 Fiduciary's Bond - RLI Ins. 415000.00 .00
CBS Agency
RLI INS.
J.VanOrder
08/27/18 bacb Bond Application for CBS Agency .00
08/27/18 6n Appraiser's Certificate v 3.00
08/27/18 10j Consent to Power to Sell Real Estate 1.00
Deborah Marie Stanley
08/27/18 e Entry For Bond 5.00
08/27/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/27/18 att Attachments .00
08/27/18 15bn Entry Authorizing Expenditure of Funds 9804.00 5.00
(Non-Custodial) 387.00
08/27/18 Receipt 521914 34.00
02/14/19 13ek eNotice to File Account 0033155 .00
02/14/19 16ek eNotice to File 0033155 .00
02/19/19 13a Fiduciary's Partial Account 01 22.00
02/19/19 13.1 Receipts and Disbursements .00
02/19/19 13.2 Assets Remaining in Fiduciary's Hands 186296.31 .00
02/19/19 ex Extra Pages 2.00
02/19/19 ex Extra Pages 1.00
02/19/19 Receipt 531012 25.00
02/20/19 13e Entry Setting Hearing on Account .00
02/22/19 1ca Application for Attorney Fees 8360.00 10.00
Berkemer, Frederick L. 34.00
02/22/19 fs Fee Schedule .00
02/22/19 Receipt 531188 10.00
02/22/19 morf Magistrate's Order Regarding Fees 8394.00 .00
BFS
02/22/19 cos Certificate of Service .00
02/27/19 22n Guardian's Report 5.00
02/27/19 Receipt 531484 5.00
03/13/19 22ni Investigator Review of Guardian's Report .00
04/02/19 13h Judgment Entry Approving Partial Account .00
04/18/19 soe Statement of Expert Evaluation .00
04/24/19 22ni Investigator Review of Guardian's Report .00
08/16/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/22/20 13ek eNotice to File Account 0033155 .00
01/28/20 16ek eNotice to File 0033155 .00
02/27/20 13m Citation to File Account 0033155 fidy 5.00
02/27/20 vcos Certificate of Service for Virtual Mail .00
02/27/20 vcs Virtual Service Mail Sent 5.60
Frederick L berkemer 320084
03/05/20 vcr Virtual Service Returned .00
FLB 320084
03/23/20 23ek eNotice to File Expert Evaluation 0033155 .00
04/01/20 50m Application to Terminate 10.00
04/01/20 50p Entry Terminating and Ordering Final 06/30/2020 5.00
Account
04/01/20 Receipt 553479 20.00
04/15/20 1cd Application for Guardian Fees 10.00
Frederick L. Berkemer
04/15/20 1ce Entry Approving Fiduciary Fees 2929.46 .00
04/15/20 fs Fee Schedule .00
04/15/20 1cc Consent to Attorney Fees .00
Deborah Smalley
04/15/20 13a Fiduciary's Partial Account 02 22.00
04/15/20 13.1 Receipts and Disbursements .00
04/15/20 13.2 Assets Remaining in Fiduciary's Hands 102904.31 .00
04/15/20 Receipt 553885 37.60
04/16/20 13e Entry Setting Hearing on Account .00
04/30/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/27/20 13h Judgment Entry Approving Partial Account .00
09/03/20 dc Death Certificate .00
Margaret Evelyn Smalley
09/04/20 1ca Application for Attorney Fees 10.00
09/04/20 1cb Entry Approving Attorney Fees 825.00 .00
Fred Berkemer 57.60
09/04/20 fs Fee Schedule .00
09/04/20 13.0 Fiduciary's Final Account 03 22.00
09/04/20 13.1 Receipts and Disbursements 0.00 .00
09/04/20 Receipt 559909 32.00
09/08/20 13e Entry Setting Hearing on Account .00
10/19/20 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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