Case Docket

Case Number: 595373  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : NELSON, LOIS
AKA :


Date Code Description Reference Receipt Cost
12/26/18 01 Case Number (Daily Reporter) 10.00
12/26/18 02 Forms 10.00
12/26/18 03 Docketing & Index 15.00
12/26/18 04 Computerized Legal Research 3.00
12/26/18 05 Computer Fee 10.00
12/26/18 07 Legal Aid Trust Fund 26.00
12/26/18 08 Dispute Resolution Fund 15.00
12/26/18 gi Guardianship Investigator's Expense 75.00
12/26/18 16 Special Projects Fund 15.00
12/26/18 cb COST BILL .00
12/26/18 m Motion Appointing Court Doctor .00
12/26/18 eacd Journal Entry Appointing Court Doctor TAS 5.00
Michael Witter
12/26/18 17.0 Application for Appointment of Guardian 20.00
12/26/18 ge Entry Setting Hearing 01/31/2019 .00
9:00 am
12/26/18 15.0 Next of Kin .00
12/26/18 15.2 Guardian - Fiduciary's Acceptance .00
12/26/18 16.1 Affidavit of Custody .00
12/26/18 15.3 Affidavit of Additional Information .00
12/26/18 15.4 Guardian's Credibility Application .00
12/26/18 17ca Change of Address Information for .00
Guardianships
12/26/18 15.8 Adult Guardianship Service Information .00
12/26/18 Receipt 528204 204.00
12/26/18 fn Fingerprint Return No Hit .00
- Debra Little
12/26/18 2y Notice of Hearing on Application for .00
Appointment of Guardianship
12/26/18 cos Certificate of Service .00
12/26/18 vgcs Guardianship: Virtual Service Mail Sent 5.45
Nelson, James 2605-02
12/27/18 1.6 Expert Deposit 500.00 .00
Rec # 528253
12/27/18 Receipt 528253 .00
01/15/19 17.8 Investigator's Report .00
01/15/19 cos Certificate of Service Erik von 10.00
Frese
01/15/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/15/19 psoe Statement of Expert Evaluation .00
- Dr Witter
01/18/19 1cf Application for Court Doctor Fees 5.00
01/18/19 fs Fee Schedule .00
01/18/19 morf Magistrate's Order Regarding Fees 500.00 .00
Michael Witter
01/22/19 vcr Virtual Service Returned .00
JN 260502
01/31/19 cb COST BILL .00
01/31/19 igf Indigent Guardianship Fund 30.00
01/31/19 adl Additional Letters of Authority 2.00
01/31/19 17d Magistrate's Decision Green .00
Debra Little is appointed guardian of
the person & estate, bond is set at
$200000.00.
01/31/19 17b Notice To Attorneys and Parties .00
01/31/19 17c Findings of Fact .00
01/31/19 17n Entry Adopting Magistrate's Decision 5.00
01/31/19 cos Certificate of Service .00
01/31/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
LITTLE, DEBRA (fidy)
01/31/19 15.9 Oath of Guardian .00
01/31/19 rgg Receipt of guardianship guide .00
01/31/19 4.2 Fiduciary's Bond/Western Surety Co 200000.00 .00
Palmer/Mille
P Koehler
01/31/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
01/31/19 att Attachments .00
creditability & signature pages
01/31/19 Receipt 529961 62.45
01/31/19 dr Digital Record of Hearing KAG .00
01/31/19 / hearing room 22E
Time: 8:59:48-9:48:10
02/19/19 15c Application to Release Funds .00
02/19/19 15d Entry Authorizing Release of Funds Suffron 5.00
02/19/19 Receipt 531009 5.00
04/02/19 6k Notice to File Inventory 0093363 1.00
04/26/19 1cd Application for Fiduciary Fees 10.00
Roshon, Jessica N.
04/26/19 1cc Consent to Attorney Fees .00
Little, Debra
04/26/19 fs Fee Schedule .00
04/26/19 morf Magistrate's Order Regarding Fees 2663.45 .00
TAS
04/26/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/26/19 att Attachments .00
04/26/19 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial) TAS
04/26/19 6.0 Inventory 125394.79 7.00
04/26/19 1b Application to Reduce Bond 5.00
04/26/19 1be Entry to Reduce Bond 154000.00 5.00
SeibertKeck
04/26/19 Receipt 534962 43.00
08/13/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/14/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/14/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/14/19 Receipt 541266 15.00
01/02/20 13k Notice to File Account 0093363 1.00
01/02/20 16k Notice to File 0093363 1.00
01/31/20 13n Application to Extend Time to File .00
Account
01/31/20 13o Entry Extending Time to File Account 03/03/2020 5.00
01/31/20 Receipt 550301 7.00
02/06/20 22n Guardian's Report 5.00
02/06/20 22ni Investigator Review of Guardian's Report .00
02/06/20 Receipt 550730 5.00
02/06/20 1ca Application for Attorney Fees 10.00
02/06/20 fs Fee Schedule .00
02/06/20 morf Magistrate's Order Regarding Fees 730.00 .00
Jessica N. Roshon
02/06/20 1cd Application for Fiduciary Fees 10.00
02/06/20 fs Fee Schedule .00
02/06/20 morf Magistrate's Order Regarding Fees 776.89 .00
Debra Little
02/06/20 13a Fiduciary's Partial Account 01 22.00
02/06/20 13.1 Receipts and Disbursements .00
02/06/20 13.2 Assets Remaining in Fiduciary's Hands 117335.49 .00
02/06/20 Receipt 550734 42.00
02/07/20 13e Entry Setting Hearing on Account .00
03/10/20 23m Citation to File Expert Evaluation sent to guar 5.00
03/10/20 vcos Certificate of Service for Virtual Mail .00
03/10/20 vcs Virtual Service Mail Sent 5.60
Debra Little 333480
03/10/20 vcs Virtual Service Mail Sent 5.60
Jessica N Roshon 333497
03/19/20 13h Judgment Entry Approving Partial Account .00
03/25/20 vcr Virtual Service Returned .00
JNR 333497
03/25/20 vcr Virtual Service Returned .00
DL 333480
04/22/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/27/20 soe Statement of Expert Evaluation .00
04/27/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/27/20 15bn Entry Authorizing Expenditure of Funds 20.00 wkly 5.00
(Non-Custodial) lawn service
200.00
04/27/20 Receipt 554290 31.20
01/11/21 16k Notice to File 0093363 1.00
01/11/21 13k Notice to File Account 0093363 1.00
02/17/21 13n Application to Extend Time to File .00
Account
02/17/21 13o Entry Extending Time to File Account 05/12/2021 5.00
03/30/21 23k Notice to File Expert Evaluation 0093363 1.00
05/21/21 22n Guardian's Report 5.00
05/21/21 soe Statement of Expert Evaluation .00
05/21/21 1cd Application for Fiduciary Fees 10.00
05/21/21 fs Fee Schedule .00
05/21/21 morf Magistrate's Order Regarding Fees 1013.62 .00
05/21/21 1ca Application for Attorney Fees 10.00
05/21/21 fs Fee Schedule .00
05/21/21 morf Magistrate's Order Regarding Fees 664.50 .00
05/21/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/21/21 15bn Entry Authorizing Expenditure of Funds 5000 5.00
(Non-Custodial) 400
05/21/21 13a Fiduciary's Partial Account 02 22.00
05/21/21 13.1 Receipts and Disbursements .00
05/21/21 13.2 Assets Remaining in Fiduciary's Hands 123261.31 .00
05/21/21 Receipt 572272 62.00
05/24/21 13e Entry Setting Hearing on Account .00
06/16/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/06/21 13h Judgment Entry Approving Partial Account .00
04/26/22 16k Notice to File 0093363 1.00
04/26/22 13k Notice to File Account 0093363 1.00
06/10/22 1ca Application for Attorney Fees 803.75 10.00
Taps Sutton & Roshon, LLC. 59.00
06/10/22 fs Fee Schedule .00
06/10/22 morf Magistrate's Order Regarding Fees .00
06/10/22 1cd Application for Fiduciary Fees 1454.50 10.00
Debra Little 0.00
06/10/22 fs Fee Schedule .00
06/10/22 morf Magistrate's Order Regarding Fees .00
06/10/22 l LETTER:Cover Letter. 06/01/2022. .00
06/10/22 13a Fiduciary's Partial Account 03 22.00
06/10/22 13.1 Receipts and Disbursements .00
06/10/22 13.2 Assets Remaining in Fiduciary's Hands 113830.92 .00
06/10/22 ex Extra Pages 2.00
06/10/22 l LETTER:Need $54.00 in court costs. .00
06/13/22 13e Entry Setting Hearing on Account .00
06/27/22 l LETTER:Cover Letter. 06/22/2022 .00
06/29/22 Receipt 592057 54.00
06/30/22 22n Guardian's Report 5.00
06/30/22 22ni Investigator Review of Guardian's Report .00
06/30/22 Receipt 592152 5.00
07/25/22 13h Judgment Entry Approving Partial Account .00
08/31/22 23m Citation to File Expert Evaluation sent to guar 5.00
08/31/22 vcos Certificate of Service for Virtual Mail .00
08/31/22 vcs Virtual Service Mail Sent 6.57
Debra Little 453768
08/31/22 vcs Virtual Service Mail Sent 6.57
Jessica N Roshon 453775
09/07/22 vcr Virtual Service Returned .00
DL 453768
09/13/22 vcr Virtual Service Returned .00
JNR 453775
09/21/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/21/22 17.1e Entry Dispensing with the Filing of JAA 5.00
Subsequent Statements of Expert
Evaluation
09/21/22 Receipt 596219 5.00
10/24/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/15/23 13k Notice to File Account 0093363 1.00
05/31/23 16k Notice to File 0093363 1.00
07/26/23 dc Death Certificate .00
Lois Nelson
07/26/23 50m Application to Terminate 10.00
07/26/23 50p Entry Terminating and Ordering Final 11/15/2023 5.00
Account
07/26/23 Receipt 611448 30.14
10/17/23 dec Ward Deceased. .00
12/20/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/21/23 Receipt 618833 5.00
04/24/24 13m Citation to File Account sent to fidy 5.00
04/24/24 vcos Certificate of Service for Virtual Mail .00
04/24/24 vcs Virtual Service Mail Sent 7.40
Debra Little 558982
04/24/24 vcs Virtual Service Mail Sent 7.40
Jessica N Roshon 558999
05/07/24 vcr Virtual Service Returned .00
JNR 558999
05/07/24 vcr Virtual Service Returned .00
DL 558982
07/11/24 l LETTER:Cover Letter. 07/09/2024 .00
07/11/24 13n Application to Extend Time to File .00
Account
07/11/24 13o Entry Extending Time to File Account 10/31/2024 5.00
07/12/24 Receipt 628811 24.80
07/15/24 Pay out made through bookkeeper # 0000080000 .00
ACCT #: 000000000209 5.00
11/01/24 13.0 Fiduciary's Final Account 04 22.00
11/01/24 13.1 Receipts and Disbursements .00
11/01/24 Receipt 634579 22.00
11/04/24 13e Entry Setting Hearing on Account .00
12/16/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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