Case Docket

Case Number:	591023
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	SCHOHAN-STEIN, CAROL E.
AKA :

Date	Code	Description	Reference	Receipt	Cost
04/19/18	01	Case Number (Daily Reporter)			10.00
04/19/18	02	Forms			10.00
04/19/18	03	Docketing & Index			15.00
04/19/18	04	Computerized Legal Research			3.00
04/19/18	05	Computer Fee			10.00
04/19/18	07	Legal Aid Trust Fund			26.00
04/19/18	08	Dispute Resolution Fund			15.00
04/19/18	gi	Guardianship Investigator's Expense			75.00
04/19/18	16	Special Projects Fund			15.00
04/19/18	m	Motion To Expedite Hearing			.00
04/19/18	1e	Entry Setting Hearing	05/08/2018		5.00
			10:00 am
04/19/18	cb	COST BILL			.00
04/19/18	wc	- David M. Stein			22.00
		WebCheck Fingerprinting
04/19/18	17.0	Application for Appointment of Guardian			20.00
04/19/18	15.0	Next of Kin			.00
04/19/18	15.3	Affidavit of Additional Information			.00
04/19/18	15.4	Guardian's Credibility Application			.00
04/19/18	17ca	Change of Address Information for			.00
		Guardianships
04/19/18	15.8	Adult Guardianship Service Information			.00
04/19/18	16.1	Affidavit of Custody			.00
04/19/18	15.2	Guardian - Fiduciary's Acceptance			.00
04/19/18	psoe	Statement of Expert Evaluation			.00
04/19/18	misc	Trust			.00
04/19/18	misc	Miscellaneous Filing			.00
04/19/18		Receipt	514732	226.00
04/20/18	dl	Copy of Driver's License of:			.00
04/23/18	m12	Journal Entry Appointing Counsel			.00
		Lauren McGarity	91922
04/26/18	fn	Fingerprint Return No Hit			.00
		- David Matthew Stein
05/07/18	1da	Application for Continuance of Hearing			.00
05/07/18	1de	Entry Continuing Hearing	05/31/2018		5.00
			2:00 pm
05/07/18		Receipt	515651	5.00
05/07/18	cos	Certificate of Service			.00
05/07/18	17.8	Investigator's Report			.00
05/07/18	cos	Certificate of Service	Melissa		23.00
			Kaufman,LSW
05/07/18	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
05/16/18	ae	Motion to Appoint Expert			.00
05/16/18	eae	Entry Appointing Expert			5.00
		Dr Michael Witter
05/16/18		Receipt	516201	28.00
05/18/18	1.6	Expert Deposit	500.00		.00
			Rec # 516358
05/18/18		Receipt	516358		.00
05/30/18	psoe	Statement of Expert Evaluation			.00
		- Dr. Witter
05/31/18	15.1	Waiver of Notice			.00
		Daniel Aaron Stein
05/31/18	17d	Magistrate's Decision - That David M.	TAS		.00
		Stein be appointed guardian of the
		person and estate of Carol E. Schohan-
		Stein. Letters of authority to be
05/31/18	ex	issued upon the presentment of a			.00
		$40,000.00 bond
05/31/18	17c	Findings of Fact			.00
05/31/18	17b	Notice To Attorneys and Parties			.00
05/31/18	17n	Entry Adopting Magistrate's Decision			5.00
05/31/18	cos	Certificate of Service			.00
06/01/18	dr	Digital Record of Hearing	TAS		.00
		05/31/2018 / hearing room 22 E
		Time: 2:05:33 pm -3:29:42 pm
06/04/18	cb	COST BILL			.00
06/04/18	igf	Indigent Guardianship Fund			30.00
06/04/18	adl	Additional Letters of Authority			2.00
06/04/18	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		STEIN, DAVID MATTHEW	(fidy)
06/04/18	15.8	Oath of Guardian			.00
06/04/18	rgg	Receipt of guardianship guide			.00
06/04/18	4.2	Fiduciary's Bond /RLI Surety	40000.00		.00
			RLI Ins.
			Justin Van
06/04/18	bacb	Bond Application for CBS Agency			.00
06/04/18	att	Attachments			.00
06/04/18		Receipt	517171	42.00
06/05/18	1cf	Application for Court Doctor Fees			5.00
06/05/18	1cg	Entry Approving Court Doctor Fees	500.00		5.00
06/05/18	fs	Fee Schedule			.00
06/05/18	att	Attachments			.00
06/08/18	1ca	Application for Attorney Fees	1802.25		10.00
			41.48
06/08/18	fs	Fee Schedule			.00
06/08/18	1e	Entry Setting Hearing	06/26/2018		5.00
			2:00 pm
06/08/18		Receipt	517486	15.00
06/19/18	6.0	Inventory	135061.65		7.00
06/19/18		Receipt	518068	17.00
06/19/18		Void Receipt	518068		17.00
06/19/18		Receipt	518072	17.00
06/21/18		Pay out made through bookkeeper	# 0000060666		.00
		ACCT #: 000000000209 33.00
06/22/18	noa	Notice of Appearance of Counsel			.00
		- Attorney for Defendant
		Jeffrey D. Mackey counsel for
		David M. Stein
06/29/18	morf	Magistrate's Order Regarding Fees	1843.73		.00
06/29/18	1cc	Consent to Attorney Fees			.00
		David M. Stein
07/18/18	15c	Application to Release Funds to			.00
		Guardian
07/18/18	15d	Entry Authorizing Release of Funds	1756.24		5.00
			Stone
07/18/18	cc	Certified Copy			1.00
07/18/18		Receipt	519678	6.00
08/08/18	10j	Consent to Power to Sell Real Estate			1.00
		David M Stein
		Daniel Stein
08/08/18	mo	Magistrate's Order Regarding Bond And			5.00
		Closing Costs	Meister
08/08/18		Receipt	520912	6.00
08/16/18	15a	Application for Authority to Expend	33652.71		16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
08/16/18	1e	Entry Setting Hearing	10/01/2018		5.00
			10:30 am
08/16/18	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
08/16/18	15bn	Entry Authorizing Expenditure of Funds	381.80		5.00
		(Non-Custodial)	158.73
			250.00
08/16/18		Receipt	521429	36.00
10/02/18	dr	Digital Record of Hearing	RVM		.00
		10/01/2018 / hearing room 22D
		Time: 10:58:04-11:07:17
10/03/18	15b	Entry Authorizing Expenditure of Funds	33652.71		.00
		(Custodial)	RVM
10/09/18	1ca	Application for Attorney Fees			10.00
		Mackey, Jeffrey D.
10/09/18	fs	Fee Schedule			.00
10/09/18	morf	Magistrate's Order Regarding Fees	2050.25		.00
			Suffron
10/09/18		Receipt	524201	10.00
11/08/18	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/08/18	15bn	Entry Authorizing Expenditure of Funds	1300.00		5.00
		(Non-Custodial)	a month
11/08/18		Receipt	525839	15.00
11/08/18		Void Receipt	525839		15.00
11/08/18		Receipt	525842	15.00
05/07/19	16ek	eNotice to File	0002515		.00
05/07/19	13ek	eNotice to File Account	0002515		.00
05/29/19	13n	Application to Extend Time to File			.00
		Account
05/29/19	13o	Entry Extending Time to File Account	08/15/2019		5.00
05/29/19		Receipt	536781	5.00
06/11/19	22n	Guardian's Report			5.00
06/11/19	soe	Statement of Expert Evaluation			.00
06/11/19		Receipt	537547	5.00
07/10/19	1ae	Entry Increasing Bond	300000.00		5.00
			CBS
07/10/19	4.2	Fiduciary's Bond / RLI Surety	340000.00		.00
			CBS
			J. VanOrder
07/10/19	bacb	Bond Application for CBS Agency			.00
07/10/19	cc	Certified Copy			3.00
07/10/19		Receipt	539153	8.00
07/10/19	22ni	Investigator Review of Guardian's Report			.00
07/11/19	13n	Application to Extend Time to File			.00
		Account
07/11/19	13o	Entry Extending Time to File Account	08/30/2019		5.00
07/11/19		Receipt	539230	5.00
08/13/19	ci	ANNUAL PHYSICAL/ELECTRONIC - 2019			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
08/13/19	13n	Application to Extend Time to File			.00
		Account
08/13/19	13o	Entry Extending Time to File Account	10/30/2019		5.00
08/16/19	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
08/16/19	15bn	Entry Authorizing Expenditure of Funds	14913.13		5.00
		(Non-Custodial)
08/16/19	att	Attachments			.00
08/16/19	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
08/16/19	15bn	Entry Authorizing Expenditure of Funds	9839.58		5.00
		(Non-Custodial)
08/16/19	att	Attachments			.00
08/16/19	cc	Certified Copy			2.00
08/16/19		Receipt	541424	37.00
09/09/19	6a	Amended Inventory	136061.65		7.00
09/09/19	13a	Fiduciary's Partial Account	01		22.00
09/09/19	13.1	Receipts and Disbursements			.00
09/09/19	13.2	Assets Remaining in Fiduciary's Hands	37325.97		.00
09/09/19	ex	Extra Pages			3.00
09/09/19	1b	Application to Reduce Bond			5.00
09/09/19	1be	Entry to Reduce Bond	75000.00		5.00
			CBS
09/09/19	cc	Certified Copy			1.00
09/09/19		Receipt	542628	43.00
09/10/19	13e	Entry Setting Hearing on Account			.00
10/21/19	13h	Judgment Entry Approving Partial Account			.00
11/18/19	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
11/18/19	15bn	Entry Authorizing Expenditure of Funds	80.00		5.00
		(Non-Custodial)	288.00
11/18/19	cc	Certified Copy			1.00
11/18/19		Receipt	546431	16.00
12/02/19	rc	Resignation of Counsel			.00
		Jeffrey D. Mackey
12/02/19	rce	Entry Approving Resignation of Counsel	Duffy		5.00
		Jeffrey D. Mackey
12/02/19		Receipt	547115	5.00
12/30/19	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/30/19	att	Attachments			.00
12/30/19	15bn	Entry Authorizing Expenditure of Funds	12000.00		5.00
		(Non-Custodial)	Green
12/30/19	cc	Certified Copy			1.00
12/30/19		Receipt	548524	16.00
12/30/19	15bn	Entry Authorizing Expenditure of Funds	AMENDED		.00
		(Non-Custodial) AMENDED	14913.13
01/07/20	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
01/07/20	15bn	Entry Authorizing Expenditure of Funds	500.00		5.00
		(Non-Custodial)	Gadd
01/07/20	att	Attachments			.00
01/07/20	cc	Certified Copy			1.00
01/07/20		Receipt	548906	16.00
04/30/20	ci	ANNUAL PHYSICAL/ELECTRONIC - 2020			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
05/12/20	16k	Notice to File	Sent To fidy		1.00
07/02/20	22n	Guardian's Report			5.00
07/02/20	soe	Statement of Expert Evaluation			.00
07/02/20	att	Attachments			.00
07/02/20	22ni	Investigator Review of Guardian's Report			.00
07/02/20		Receipt	556938	6.00
08/11/20	13k	Notice to File Account	Sent To fidy		1.00
09/14/20	1b	Application to Reduce Bond			5.00
09/14/20	1be	Entry to Reduce Bond	48000.00		5.00
			RLI
09/14/20	13a	Fiduciary's Partial Account	02		24.00
09/14/20	13.1	Receipts and Disbursements			.00
09/14/20	13.2	Assets Remaining in Fiduciary's Hands	7379.54		.00
09/14/20	cc	Certified Copy			1.00
09/14/20	rusm	Regular U.S. Mail			.55
09/14/20	c	Copy			.35
09/14/20		Receipt	560280	36.90
09/15/20	13e	Entry Setting Hearing on Account			.00
09/15/20		Pay out made through bookkeeper	# 0000066011		.00
		ACCT #: 000000000209 3.10
10/26/20	13h	Judgment Entry Approving Partial Account			.00
06/03/21	16k	Notice to File	Sent To fidy		1.00
06/09/21	ci	ANNUAL PHYSICAL/ELECTRONIC - 2021			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
07/22/21	22n	Guardian's Report			5.00
07/22/21	soe	Statement of Expert Evaluation			.00
07/22/21	22ni	Investigator Review of Guardian's Report			.00
07/22/21		Receipt	575333	6.00
08/17/21	13k	Notice to File Account	Sent To fidy		1.00
09/21/21	13a	Fiduciary's Partial Account	03		22.00
09/21/21	13.1	Receipts and Disbursements			.00
09/21/21	13.2	Assets Remaining in Fiduciary's Hands	8231.73		.00
09/21/21	ex	Extra Pages			9.00
09/21/21		Receipt	578144	32.00
09/22/21	13e	Entry Setting Hearing on Account			.00
09/22/21		Pay out made through bookkeeper	# 0000069722		.00
		ACCT #: 000000000209 3.00
11/02/21	13h	Judgment Entry Approving Partial Account			.00
03/02/22	dec	Ward Deceased.			.00
08/23/22	13k	Notice to File Account	Sent To fidy		1.00
09/30/22	50m	Application to Terminate			10.00
		Ward date of death 03/01/2022
09/30/22	50p	Entry Terminating and Ordering Final	10/31/2022		5.00
		Account
09/30/22	dc	Death Certificate			.00
		Carol E. Schohan-Stein
09/30/22	l	LETTER:			.00
		Application for attorney fees, final
		account must balance to zero and Court
		cost
09/30/22		Receipt	596735	16.00
10/03/22		Pay out made through bookkeeper	# 0000073558		.00
		ACCT #: 000000000209 12.00
10/23/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
11/03/22	13.0	Fiduciary's Final Account	04		22.00
11/03/22	13.1	Receipts and Disbursements			.00
11/03/22		Receipt	598515	22.00
11/04/22	13e	Entry Setting Hearing on Account			.00
12/19/22	13i	Judgment Entry Approving Final Account			.00
		BALANCE DUE			.00

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