Case Docket

Case Number: 597064  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : MACKEY, GEORGE A.
AKA :


Date Code Description Reference Receipt Cost
03/29/19 01 Case Number (Daily Reporter) 10.00
03/29/19 02 Forms 10.00
03/29/19 03 Docketing & Index 15.00
03/29/19 04 Computerized Legal Research 3.00
03/29/19 05 Computer Fee 10.00
03/29/19 07 Legal Aid Trust Fund 26.00
03/29/19 08 Dispute Resolution Fund 15.00
03/29/19 gi Guardianship Investigator's Expense 75.00
03/29/19 16 Special Projects Fund 15.00
03/29/19 cb COST BILL .00
03/29/19 m Motion to Expedite Hearing .00
03/29/19 1e Entry Expediting Hearing 04/08/2019 5.00
8:45 am
03/29/19 15.8 Adult Guardianship Service Information .00
03/29/19 17.0 Application for Appointment of Guardian 20.00
03/29/19 15.0 Next of Kin .00
03/29/19 15.1 Waiver of Notice .00
Mackey, George
Marvin, Kristin M.
03/29/19 15.4 Guardian's Credibility Application .00
03/29/19 fw BCI & I Fingerprint Waiver .00
Marvin, Kristin M.
03/29/19 17ca Change of Address Information for .00
Guardianships
03/29/19 16.1 Affidavit of Custody .00
03/29/19 15.3 Affidavit of Additional Information .00
03/29/19 psoe Statement of Expert Evaluation .00
03/29/19 Receipt 533310 204.00
04/03/19 17.8 Investigator's Report .00
04/03/19 cos Certificate of Service Jennifer 22.00
Kincaid,LSW
04/03/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/03/19 dl Copy of Driver's License of: .00
- Kristen Marvin
04/08/19 17d Magistrate's Decision Worthington .00
Kristin M. Marvin is appointed guardian
of the person & estate, bond set at
$350000.00.
04/08/19 17b Notice To Attorneys and Parties .00
04/08/19 17c Findings of Fact .00
04/08/19 17n Entry Adopting Magistrate's Decision 5.00
04/08/19 cos Certificate of Service .00
04/09/19 cb COST BILL .00
04/09/19 igf Indigent Guardianship Fund 30.00
04/09/19 adl Additional Letters of Authority 2.00
04/09/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MARVIN, KRISTEN M. (fidy)
04/09/19 15.9 Oath of Guardian .00
04/09/19 rgg Receipt of guardianship guide .00
04/09/19 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 350000.00 .00
Seibertkeck
P Koehler
04/09/19 att Attachments .00
creditability & signature pages
04/09/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
04/09/19 Receipt 533950 64.00
06/11/19 6k Notice to File Inventory 0075476 1.00
07/15/19 6m Citation to File Inventory sent to fidy 5.00
07/15/19 vcos Certificate of Service for Virtual Mail .00
07/15/19 vcs Virtual Service Mail Sent 5.60
Kristen M Marvin 277210
07/15/19 vcs Virtual Service Mail Sent 5.60
Steven C McGann 277227
07/16/19 6.0 Inventory 1019206.72 7.00
07/16/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/16/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/16/19 15c Application to Release Funds .00
07/16/19 15d Entry Authorizing Release of Funds 5.00
07/16/19 cc Certified Copy 2.00
07/16/19 1ae Entry Increasing Bond 850000.00 5.00
Pal-Miller
07/16/19 4.2 Fiduciary's Bond/ OHIO CAS 1200000.00 .00
Pal-Miller
KOEHLER
07/16/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
07/16/19 Receipt 539487 51.20
08/12/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/06/19 1ca Application for Attorney Fees 10.00
09/06/19 1cc Consent to Attorney Fees .00
Kristen Marvin
09/06/19 fs Fee Schedule .00
09/06/19 morf Magistrate's Order Regarding Fees 2500.00 .00
09/06/19 Receipt 542589 10.00
12/10/19 15c Application to Release Funds .00
12/10/19 15d Entry Authorizing Release of Funds 28590.00 5.00
Gadd
12/10/19 cc Certified Copy 1.00
12/10/19 Receipt 547527 6.00
12/24/19 sc Substitution of Counsel 0072261 .00
12/24/19 cos Certificate of Service .00
01/08/20 app Application to place will on deposit .00
01/08/20 3.a Application to Appoint Appraiser .00
01/08/20 3.ae Entry Appointing Appraiser 65 5.00
01/14/20 10j Consent to Power to Sell Real Estate 1.00
Judy K. Mackey by Kristen Marvin
Kristen Marvin
Scott Mackey
01/14/20 att Attachments .00
01/14/20 e Entry For Bond 5.00
01/14/20 15.0 Next of Kin .00
01/14/20 Receipt 549313 11.00
01/15/20 1ae Entry Increasing Bond 510000.00 5.00
Seibertkeck
01/15/20 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 1710000.00 .00
Seiberkeck
P Koehler
01/15/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
01/15/20 Receipt 549387 5.00
03/04/20 nc Notice of Change of Address of: .00
Ward
03/10/20 13ek eNotice to File Account 0072261 .00
03/10/20 16ek eNotice to File 0072261 .00
03/23/20 22n Guardian's Report 5.00
03/23/20 soe Statement of Expert Evaluation .00
03/23/20 att Attachments .00
03/23/20 22ni Investigator Review of Guardian's Report .00
03/23/20 Receipt 553173 5.00
04/17/20 13n Application to Extend Time to File .00
Account
04/17/20 13o Entry Extending Time to File Account 07/30/2020 5.00
04/17/20 Receipt 554005 5.00
04/24/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/11/20 nc Notice of Change of Address of: .00
06/08/20 nc Notice of Change of Address of: .00
06/23/20 10j Consent to Power to Sell Real Estate Amended 1.00
Kristen M. Marvin
Scott Mackey
06/23/20 att Attachments .00
06/23/20 e Entry For Bond 510000.00 5.00
06/23/20 1ae Entry Increasing Bond 510000.00 5.00
Seibertkeck
06/23/20 4.2 Fiduciary's Bond/OH Casualty Ins Co 2220000.00 .00
Seibertkeck
P Koehler
06/23/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
06/23/20 Receipt 556431 11.00
06/24/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/24/20 eb Exhibit A .00
06/24/20 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
06/24/20 cc Certified Copy 1.00
06/24/20 Receipt 556520 16.00
07/14/20 6a Amended Inventory 1130037.78 7.00
07/14/20 1ae Entry Increasing Bond 41000.00 5.00
Seibertkeck
07/14/20 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 2261000.00 .00
Seibertkeck
P Koehler
07/14/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
07/14/20 Receipt 557351 12.00
07/24/20 13n Application to Extend Time to File .00
Account
07/24/20 13o Entry Extending Time to File Account 10/30/2020 5.00
07/24/20 Receipt 557870 5.00
09/04/20 cc Certified Copy 1.00
10/30/20 13n Application to Extend Time to File .00
Account
10/30/20 13o Entry Extending Time to File Account 01/22/2021 5.00
10/30/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/30/20 att Attachments .00
10/30/20 401 Affidavit .00
10/30/20 1e Entry Setting Hearing 12/22/2020 5.00
via zoom 9:30 AM
10/30/20 eb Exhibit A .00
10/30/20 ex Extra Pages 47.00
10/30/20 Receipt 562603 68.00
11/25/20 nc Notice of Change of Address of: .00
Kristen M. Marvin
12/15/20 15c Application to Release Funds to Guardian .00
12/15/20 eb Exhibit A & B .00
12/15/20 15d Entry Authorizing Release of Funds 149.27 5.00
38876.03
12/15/20 cc Certified Copy 1.00
12/15/20 Receipt 564667 6.00
12/16/20 Pay out made through bookkeeper # 0000066943 .00
ACCT #: 000000000209 10.00
12/22/20 dr Digital Record of Hearing TAS .00
12/22/2020
Zoom
12/31/20 15bn Entry Authorizing Expenditure of Funds 500.00/mnth 5.00
(Non-Custodial) Stone
12/31/20 Receipt 565357 5.00
12/31/20 dr Digital Record of Hearing TAS .00
12/31/2020
Zoom
01/04/21 cos Certificate of Service .00
01/04/21 2.2 Waiver of notice of remote hearing .00
Scott Mackey
01/04/21 misc letter from George Mackey .00
01/14/21 15c Application to Release Funds to Guardian AMENDED .00
01/14/21 eb Exhibit A & B .00
01/14/21 15d Entry Authorizing Release of Funds 298.53 5.00
77752.06
AMENDED
01/14/21 cc Certified Copy 1.00
01/14/21 Receipt 565863 6.00
01/21/21 13n Application to Extend Time to File .00
Account
01/21/21 13o Entry Extending Time to File Account 03/31/2021 5.00
02/01/21 Receipt 566641 5.00
02/24/21 16ek eNotice to File 0072261 .00
03/12/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/12/21 eb Exhibit A .00
03/12/21 15bn Entry Authorizing Expenditure of Funds 8008.39 5.00
(Non-Custodial)
03/12/21 Receipt 568862 15.00
04/05/21 22n Guardian's Report 5.00
04/05/21 22p Annual Guardianship Plan .00
04/05/21 soe Statement of Expert Evaluation .00
04/05/21 22ni Investigator Review of Guardian's Report .00
04/05/21 1ae Entry Increasing Bond 196000.00 5.00
Oh Casualty
04/05/21 4.2 Fiduciary's Bond/OH Casualty Ins Co 2457000.00 .00
SeiertKeck
P Koehler
04/05/21 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
04/05/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/05/21 eb Exhibit 1.00
04/05/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/05/21 1ca Application for Attorney Fees 10.00
Aaron C Firstenberger 23213.50
440.90
04/05/21 1cc Consent to Attorney Fees .00
04/05/21 fs Fee Schedule 25.00
04/05/21 morf Magistrate's Order Regarding Fees .00
04/05/21 1cd Application for Fiduciary Fees 10.00
Kristen M Marvin 12375.24
04/05/21 1cc Consent to Attorney Fees .00
04/05/21 fs Fee Schedule .00
04/05/21 morf Magistrate's Order Regarding Fees .00
04/05/21 13a Fiduciary's Partial Account 01 22.00
04/05/21 13.1 Receipts and Disbursements .00
04/05/21 13.2 Assets Remaining in Fiduciary's Hands 1171035.36 .00
04/05/21 ex Extra Pages 11.00
04/06/21 13e Entry Setting Hearing on Account .00
04/06/21 Receipt 570063 104.00
04/06/21 22n Guardian's Report 5.00
04/06/21 22ni Investigator Review of Guardian's Report .00
04/06/21 Receipt 570099 5.00
04/12/21 Pay out made through bookkeeper # 0000068064 .00
ACCT #: 000000000209 21.00
04/19/21 9.7 Application to Transfer Motor Vehicle .00
04/19/21 9.8 Entry Approving Transfer of Motor 2016 Lexus 5.00
Vehicle
04/19/21 cc Certified Copy 1.00
04/19/21 Receipt 570747 6.00
05/17/21 13h Judgment Entry Approving Partial Account .00
05/18/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/18/21 15bn Entry Authorizing Expenditure of Funds 1000.00 5.00
(Non-Custodial)
05/18/21 eb Exhibit A-D .00
05/18/21 Receipt 572114 15.00
06/01/21 15c Application to Release Funds to guardian .00
06/01/21 15d Entry Authorizing Release of Funds 96391.59 5.00
...9196
06/01/21 cc Certified Copy 1.00
06/01/21 Receipt 572745 6.00
06/16/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/01/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/01/21 att Attachments .00
09/01/21 15bn Entry Authorizing Expenditure of Funds 882.80 5.00
(Non-Custodial)
09/01/21 Receipt 577236 15.00
09/15/21 15c Application to Release Funds to Guardian .00
09/15/21 att Attachments .00
09/15/21 15d Entry Authorizing Release of Funds 5060.33 5.00
Metro Life Ins Co 90811
09/15/21 cc Certified Copy 1.00
09/15/21 Receipt 577862 6.00
11/12/21 15c Application to Release Funds to Guardian .00
11/12/21 15d Entry Authorizing Release of Funds 12328.47 5.00
Vanguard Shares 6839 1302.43
8223.08
20683.29
11/12/21 cc Certified Copy 1.00
11/12/21 Receipt 580697 6.00
11/29/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/29/21 att Attachments .00
11/29/21 15bn Entry Authorizing Expenditure of Funds 529.99 5.00
(Non-Custodial) 3301.00
11/29/21 Receipt 581450 15.00
03/08/22 16ek eNotice to File 0072261 .00
03/08/22 13ek eNotice to File Account 0072261 .00
03/23/22 50m Application to Terminate 10.00
03/23/22 dc Death Certificate .00
George A Mackey
03/23/22 50p Entry Terminating and Ordering Final 05/23/2022 5.00
Account
03/23/22 Receipt 587142 15.00
04/18/22 15c Application to Release Funds .00
04/18/22 15d Entry Authorizing Release of Funds 5.00
04/18/22 cc Certified Copy 1.00
04/18/22 Receipt 588513 6.00
05/19/22 13n Application to Extend Time to File .00
Account
05/19/22 13o Entry Extending Time to File Account 06/30/2022 5.00
05/19/22 Receipt 590192 5.00
06/28/22 l LETTER: Cover .00
06/28/22 1ca Application for Attorney Fees 10.00
Strip, Hoppers, Leithart, McGrath and
Terleckly
06/28/22 fs Fee Schedule .00
06/28/22 fs Fee Schedule .00
06/29/22 1cd Application for Fiduciary Fees 10.00
Kristen M. Marvin
06/29/22 fs Fee Schedule .00
06/29/22 morf Magistrate's Order Regarding Fees Stone .00
$18,973.67
06/29/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/29/22 15bn Entry Authorizing Expenditure of Funds 20000.00/mnt 5.00
(Non-Custodial)
06/29/22 13.0 Fiduciary's Final Account 02 22.00
06/29/22 13.1 Receipts and Disbursements .00
06/29/22 ex Extra Pages 5.00
06/29/22 Receipt 592071 62.00
06/30/22 13e Entry Setting Hearing on Account .00
06/30/22 Pay out made through bookkeeper # 0000072517 .00
ACCT #: 000000000209 10.00
07/01/22 morf Magistrate's Order Regarding Atty Fees 7182.00 .00
146.00
08/11/22 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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