Case Docket

Case Number: 592389  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BARNES, ROBERT LEE
AKA :


Date Code Description Reference Receipt Cost
07/05/18 01 Case Number (Daily Reporter) 10.00
07/05/18 02 Forms 10.00
07/05/18 03 Docketing & Index 15.00
07/05/18 04 Computerized Legal Research 3.00
07/05/18 05 Computer Fee 10.00
07/05/18 07 Legal Aid Trust Fund 26.00
07/05/18 08 Dispute Resolution Fund 15.00
07/05/18 gi Guardianship Investigator's Expense 75.00
07/05/18 16 Special Projects Fund 15.00
07/05/18 cb COST BILL .00
07/05/18 15.8 Adult Guardianship Service Information .00
07/05/18 17.0 Application for Appointment of Guardian 20.00
07/05/18 ge Entry Setting Hearing 08/06/2018 .00
2:00 pm
07/05/18 15.0 Next of Kin .00
07/05/18 15.1 Waiver of Notice .00
Barnes, Jo Anne
07/05/18 15.2 Guardian - Fiduciary's Acceptance .00
07/05/18 15.3 Affidavit of Additional Information .00
07/05/18 15.4 Guardian's Credibility Application .00
07/05/18 17ca Change of Address Information for .00
Guardianships
07/05/18 16.1 Affidavit of Custody .00
07/05/18 psoe Statement of Expert Evaluation .00
07/05/18 dl Copy of Driver's License of: .00
Joanne Barnes
07/05/18 Receipt 518886 199.00
07/19/18 17.8 Investigator's Report .00
07/19/18 cos Certificate of Service Jennifer 10.00
Kincaid,LSW
07/19/18 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/06/18 1da Application for Continuance of Hearing .00
08/06/18 1de Entry Continuing Hearing 09/10/2018 5.00
10:00 am
08/06/18 15.1 Waiver of Notice .00
Joanne Barnes, Le Angelo Barnes
08/06/18 Receipt 520734 15.00
08/06/18 2y Notice of Hearing .00
08/06/18 cos Certificate of Service .00
08/06/18 vgcs Guardianship: Virtual Service Mail Sent 5.45
Robert Barnes 221657
08/07/18 fn Fingerprint Return No Hit .00
Joanne Barnes (BCI)
09/10/18 1da Application for Continuance of Hearing .00
09/10/18 1de Entry Continuing Hearing 10/04/2018 5.00
2;00 pm
09/10/18 2y Notice of Hearing .00
09/10/18 vgcs Guardianship: Virtual Service Mail Sent 5.45
Robert Cauley 240696
09/10/18 cos Certificate of Service .00
09/10/18 cos Certificate of Service .00
Robert Lee Barnes (Continuance)
09/11/18 vcmw Virtual Service Returned/NO SERVICE .00
09/11/18 cos Certificate of Service .00
10/04/18 cb COST BILL .00
10/04/18 igf Indigent Guardianship Fund 30.00
10/04/18 adl Additional Letters of Authority 2.00
10/04/18 17d Magistrate's Decision Duffy .00
Jo Anne Barnes is appointed guardian of
the person & estate, bond is set at
$356800.00
10/04/18 17b Notice To Attorneys and Parties .00
10/04/18 17c Findings of Fact .00
10/04/18 17n Entry Adopting Magistrate's Decision 5.00
10/04/18 cos Certificate of Service .00
10/04/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BARNES, JO ANNE (fidy)
10/04/18 15.9 Oath of Guardian .00
10/04/18 rgg Receipt of guardianship guide .00
10/04/18 4.2 Fiduciary's Bond/Western Surety Co 356800.00 .00
Palmer/Mille
N Szana
10/04/18 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
10/04/18 att Attachments .00
creditability & signature pages
10/04/18 Receipt 524040 57.90
10/04/18 dr Digital Record of Hearing MCD .00
10/04/2018 / hearing room 22E
Time: 2:01:16-2:31:27
10/09/18 vcmw Virtual Service Returned/NO SERVICE .00
Cauley, Robert
10/09/18 cos Certificate of Service .00
12/05/18 6k Notice to File Inventory Sent To fidy 1.00
12/07/18 6.0 Inventory 234090.68 7.00
12/07/18 1ae Entry Increasing Bond 6582.00 5.00
Palmer/Mille
12/07/18 4.2 Fiduciary's Bond/Western Surety 363382.00 .00
Palmer/Mille
L Tsangeos
12/07/18 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
12/07/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/07/18 att Attachments .00
12/07/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
12/07/18 15c Application to Release Funds .00
12/07/18 15d Entry Authorizing Release of Funds 145908.68 5.00
10000.00
16.00
12/07/18 cc Certified Copy 1.00
12/07/18 Receipt 527289 34.00
12/13/18 adl Additional Letters of Authority 1.00
02/22/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/22/19 15bn Entry Authorizing Expenditure of Funds See App 5.00
(Non-Custodial)
02/22/19 Receipt 531232 16.00
05/13/19 m Motion to review gardianship .00
05/13/19 1e Entry Setting Hearing 07/01/2019 5.00
10:30 am
05/13/19 Receipt 535838 5.00
05/13/19 cos Certificate of Service .00
06/06/19 rep Reply of Guardian to 5/13/19 Motion .00
06/17/19 cor Correspondence Received (NOT EVIDENCE) .00
06/17/19 cor Correspondence Received (NOT EVIDENCE) .00
06/21/19 1ca Application for Attorney Fees 10.00
06/21/19 fs Fee Schedule .00
06/21/19 morf Magistrate's Order Regarding Fees 3470.00 .00
Jessica Roshon
06/21/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/21/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/21/19 Receipt 538210 25.00
07/01/19 1da Application for Continuance of Hearing .00
07/01/19 1de Entry Continuing Hearing 09/10/2019 5.00
2:00 pm
07/01/19 1da Application for Continuance of Hearing .00
07/01/19 1de Entry Continuing Hearing 09/10/2019 5.00
2:00 pm
07/01/19 cos Certificate of Service .00
08/14/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/19/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/19/19 15bn Entry Authorizing Expenditure of Funds 1340.00 5.00
(Non-Custodial) 908.00
08/19/19 Receipt 541471 25.00
09/06/19 16k Notice to File Sent To fidy 1.00
09/06/19 13k Notice to File Account Sent To fidy 1.00
09/10/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/10/19 15bn Entry Authorizing Expenditure of Funds 5000.00 5.00
(Non-Custodial)
09/10/19 Receipt 542709 17.00
09/12/19 dr Digital Record of Hearing MNG .00
9/10/19 / 22A
Time: 2:07:59-2:18:25
09/13/19 mo Magistrate's Order Gadd 5.00
09/13/19 cos Certificate of Service .00
10/03/19 eac Entry Appointing Counsel 0096675 5.00
10/04/19 22n Guardian's Report 5.00
10/04/19 22ni Investigator Review of Guardian's Report .00
10/04/19 6a Amended Inventory 234101.86 7.00
10/04/19 13a Fiduciary's Partial Account 01 22.00
10/04/19 13.1 Receipts and Disbursements .00
10/04/19 13.2 Assets Remaining in Fiduciary's Hands 133256.12 .00
10/04/19 ex Extra Pages 3.00
10/04/19 Receipt 544138 47.00
10/07/19 13e Entry Setting Hearing on Account .00
11/08/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/08/19 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial) 850.00
1100.00
200.00
11/08/19 Receipt 546008 15.00
11/14/19 23m Citation to File Expert Evaluation sent to guar 5.00
11/14/19 vcos Certificate of Service for Virtual Mail .00
11/14/19 vcs Virtual Service Mail Sent 5.60
Jo Anne Barnes 301908
11/15/19 soe Statement of Expert Evaluation .00
11/18/19 13l STAT ONLY 01/24/2020 .00
11/18/19 dr Digital Record of Hearing MNG .00
11/15/19 / 22B
Time: 2:16:16-4:00:53
11/18/19 mo Magistrate's Order Gadd 5.00
Court will convert non-oral hrg on acct
set for 11/18/19 @ 10 AM to an
evidentiary hrg. Hrg on acct shall be
11/18/19 ex set fo 1/16/20 @ 10:30 AM .00
11/18/19 cos Certificate of Service .00
12/02/19 cor Correspondence Received (NOT EVIDENCE) .00
12/18/19 17d Magistrate's Decision Gadd .00
Jo Anne Barnes shall remian guardian of
the person & estate of Robert Lee Barnes
12/18/19 17b Notice To Attorneys and Parties .00
12/18/19 17c Findings of Fact .00
12/18/19 cos Certificate of Service .00
01/16/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/16/20 15bn Entry Authorizing Expenditure of Funds Gadd 5.00
(Non-Custodial)
01/16/20 Receipt 549468 30.60
01/17/20 dr Digital Record of Hearing MNG .00
01/16/2020 / Room 22 D
Time:10:38:12-11:02:55
01/23/20 jd Judge's Decision - Entry Adopting Montgomery 5.00
Magistrate's Decision
01/23/20 cos Certificate of Service .00
01/23/20 17d Magistrate's Decision Gadd .00
-the partial accounting filed on
100/01/2019 be approved.
01/23/20 17b Notice To Attorneys and Parties .00
01/23/20 17c Findings of Fact .00
01/23/20 cos Certificate of Service .00
01/24/20 13h Judgment Entry Approving Partial Account .00
02/14/20 1ca Application for Attorney Fees 3871.85 10.00
Phillip Fierst
02/14/20 1cc Consent to Attorney Fees .00
Jo Anne Barnes
02/14/20 fs Fee Schedule .00
02/14/20 c Copy .25
02/14/20 Receipt 551214 15.25
02/25/20 morf Magistrate's Order Regarding Fees 3774.35 .00
Gadd
02/25/20 cos Certificate of Service .00
05/01/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/09/20 13k Notice to File Account Sent To fidy 1.00
09/10/20 16k Notice to File Sent To fidy 1.00
10/20/20 23k Notice to File Expert Evaluation Sent To fidy 1.00
11/02/20 Receipt 562766 3.00
11/02/20 Void Receipt 562766 3.00
11/02/20 13n Application to Extend Time to File .00
Account
11/02/20 13o Entry Extending Time to File Account 02/02/2021 5.00
11/03/20 Receipt 562779 5.00
11/16/20 22n Guardian's Report 5.00
11/16/20 22ni Investigator Review of Guardian's Report .00
11/25/20 Receipt 563868 8.00
01/08/21 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
01/08/21 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
01/08/21 Receipt 565649 5.00
04/08/21 m Motion to transfer primary residence to .00
ward spouse
04/08/21 mem Memorandum in Support .00
04/08/21 eb Exhibit A .00
04/08/21 e Entry authorizing transfer of home to 5.00
spouse
04/08/21 1b Application to Reduce Bond 5.00
04/08/21 1be Entry to Reduce Bond 333100.00 5.00
pal-miller
04/08/21 1ca Application for Attorney Fees 10.00
Jessica N Roshon
04/08/21 fs Fee Schedule .00
04/08/21 eb Exhibit B .00
04/08/21 morf Magistrate's Order Regarding Fees 7090.10 .00
04/08/21 1cd Application for Guardian Fees 10.00
JoAnne Barnes
04/08/21 fs Fee Schedule .00
04/08/21 morf Magistrate's Order Regarding Fees 3036.79 .00
04/13/21 13a Fiduciary's Partial Account 02 22.00
04/13/21 13.1 Receipts and Disbursements .00
04/13/21 13.2 Assets Remaining in Fiduciary's Hands 121696.29 .00
04/13/21 ex Extra Pages 2.00
04/13/21 Receipt 570465 59.00
04/14/21 13e Entry Setting Hearing on Account .00
05/25/21 13h Judgment Entry Approving Partial Account .00
06/10/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/31/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/31/21 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
08/31/21 Receipt 577143 5.00
09/08/21 Receipt 577544 10.00
09/13/21 adl Additional Letters of Authority 2.00
09/13/21 Receipt 577780 2.00
10/19/21 16k Notice to File Sent To fidy 1.00
12/08/21 22n Guardian's Report 5.00
03/15/22 13k Notice to File Account Sent To fidy 1.00
03/21/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/21/22 15bn Entry Authorizing Expenditure of Funds 5000.00 5.00
(Non-Custodial)
03/24/22 Receipt 587298 15.00
10/18/22 13m Citation to File Account sent to fidy 5.00
10/18/22 vcos Certificate of Service for Virtual Mail .00
10/18/22 vcs Virtual Service Mail Sent 6.57
Jo Anne Barnes 459128
10/23/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/25/22 vcr Virtual Service Returned .00
JAB 459128
11/09/22 16k Notice to File Sent To fidy 1.00
11/23/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/23/22 att Attachments .00
11/23/22 15bn Entry Authorizing Expenditure of Funds 17005.00 5.00
(Non-Custodial)
11/23/22 Receipt 599449 15.00
12/01/22 Receipt 599795 19.57
01/24/23 22n Guardian's Report 5.00
01/24/23 l LETTER: .00
Taps Sutton & Roshon
01/25/23 Receipt 602289 5.00
01/31/23 9f Charge of Contempt/FIDUCIARY 5.00
01/31/23 vcos Certificate of Service for Virtual Mail .00
01/31/23 vcs Virtual Service Mail Sent 6.85
Jo Anne Barnes 483055
01/31/23 eb Exhibit .00
Zoom Hearing
02/22/23 22ni Investigator Review of Guardian's Report .00
03/06/23 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Jessica N Roshon
03/06/23 st Status Letter 5.00
03/06/23 13a Fiduciary's Partial Account 03 22.00
03/06/23 13.1 Receipts and Disbursements .00
03/06/23 13.2 Assets Remaining in Fiduciary's Hands 37674.63 .00
03/06/23 ex Extra Pages 1.00
03/06/23 Receipt 604192 23.00
03/07/23 13e Entry Setting Hearing on Account .00
03/08/23 ej Entry Dismissing Charge of Contempt MACKEY 5.00
-Account was filed 03/06/2023, charge of
contempt against Jo Ann Barnes is hereby
dismissed
03/08/23 cos Certificate of Service .00
03/10/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/10/23 15bn Entry Authorizing Expenditure of Funds 9648.97 5.00
(Non-Custodial)
03/10/23 Receipt 604516 31.85
04/07/23 Receipt 605950 5.00
04/17/23 13h Judgment Entry Approving Partial Account .00
07/25/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/25/23 15bn Entry Authorizing Expenditure of Funds 50.00/month 5.00
(Non-Custodial)
07/25/23 Receipt 611390 15.00
12/15/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/15/23 1e Entry Setting Remote Hearing 01/16/2024 5.00
3:30 PM
12/15/23 eb Exhibit a .00
12/15/23 cos Certificate of Service .00
12/15/23 l LETTER: cover 10/30/2023 .00
12/15/23 Receipt 618550 15.00
12/20/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/27/23 16k Notice to File 0093363 1.00
01/16/24 dr Digital Record of Hearing JAA .00
01/16/2024 / Zoom
02/07/24 13k Notice to File Account 0093363 1.00
03/08/24 22n Guardian's Report 5.00
03/08/24 l LETTER: .00
03/13/24 22ni Investigator Review of Guardian's Report .00
04/15/24 13n Application to Extend Time to File .00
Account
04/15/24 13o Entry Extending Time to File Account 05/24/2024 5.00
04/15/24 Receipt 624354 5.00
04/16/24 15bn Entry Authorizing Expenditure of Funds 247.00 5.00
(Non-Custodial)
04/18/24 Receipt 624606 12.00
06/17/24 1b Application to Reduce Bond 5.00
06/17/24 1be Entry to Reduce Bond 130600.00 5.00
Western Sur.
06/17/24 1cd Application for Guardian Fees 10.00
JoAnne Barnes
06/17/24 fs Fee Schedule .00
06/17/24 morf Magistrate's Order Regarding Fees 3189.24 .00
06/17/24 1ca Application for Attorney Fees 10.00
Jessica N. Roshon
06/17/24 fs Fee Schedule .00
06/17/24 morf Magistrate's Order Regarding Fees 776.69 .00
06/18/24 13a Fiduciary's Partial Account 04 22.00
06/18/24 13.1 Receipts and Disbursements .00
06/18/24 13.2 Assets Remaining in Fiduciary's Hands 16867.81 .00
06/20/24 13e Entry Setting Hearing on Account .00
06/20/24 Receipt 627786 42.00
06/25/24 Receipt 628004 10.00
07/30/24 13h Judgment Entry Approving Partial Account .00
09/26/24 nc Notice of Change of Address of: .00
Robert Lee Barnes
5199 E. Broad Street
Columbus, OH 43213
12/02/24 dc Death Certificate .00
Robert Lee Barnes
12/02/24 50m Application to Terminate 10.00
12/02/24 50p Entry Terminating and Ordering Final 03/31/2025 5.00
Account
12/03/24 Receipt 636075 10.00
12/16/24 Receipt 636829 5.00
01/08/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/10/25 16k Notice to File 0093363 1.00
03/31/25 dec Ward Deceased. .00
05/01/25 l LETTER: Return account .00
Missing bank statements, assets
remaining and court cost
05/07/25 l LETTER:Cover Letter. 04/25/2025. .00
05/07/25 1ca Application for Attorney Fees 10.00
Jessica N. Roshon. 827.50
99.00
05/07/25 fs Fee Schedule .00
05/07/25 morf Magistrate's Order Regarding Fees 827.50 .00
99.00
05/07/25 1cd Application for Fiduciary Fees 10.00
JoAnne Barnes. 2091.87
0.00
05/07/25 fs Fee Schedule .00
05/07/25 morf Magistrate's Order Regarding Fees 2091.87 .00
0.00
05/07/25 Receipt 644106 21.00
05/08/25 Pay out made through bookkeeper # 0000082723 .00
ACCT #: 000000000209 21.00
10/07/25 13m Citation to File Account sent to fidy 5.00
10/07/25 vcos Certificate of Service for Virtual Mail .00
10/07/25 vcs Virtual Service Mail Sent 8.86
Jo Anne Barnes 092571
10/07/25 vcs Virtual Service Mail Sent 8.86
Jessica N Roshon 092588
10/28/25 vcr Virtual Service Returned .00
F01 092571
12/04/25 13.0 Fiduciary's Final Account 05 24.00
12/04/25 13.1 Receipts and Disbursements .00
12/04/25 Receipt 655877 46.72
12/05/25 13e Entry Setting Hearing on Account .00
01/15/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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