Case Docket

Case Number: 597376  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : MIX, ROBERT F.
AKA :


Date Code Description Reference Receipt Cost
04/15/19 01 Case Number (Daily Reporter) 10.00
04/15/19 02 Forms 10.00
04/15/19 03 Docketing & Index 15.00
04/15/19 04 Computerized Legal Research 3.00
04/15/19 05 Computer Fee 10.00
04/15/19 07 Legal Aid Trust Fund 26.00
04/15/19 08 Dispute Resolution Fund 15.00
04/15/19 gi Guardianship Investigator's Expense 75.00
04/15/19 16 Special Projects Fund 15.00
04/15/19 cb COST BILL .00
04/15/19 wc - Jonathan A. Mix 22.00
WebCheck Fingerprinting
04/15/19 17.0 Application for Appointment of Guardian 20.00
04/15/19 ge Entry Setting Hearing 05/29/2019 .00
10:00 am
04/15/19 15.0 Next of Kin .00
04/15/19 15.3 Affidavit of Additional Information .00
04/15/19 15.4 Guardian's Credibility Application .00
04/15/19 16.1 Affidavit of Custody .00
04/15/19 psoe Statement of Expert Evaluation .00
04/15/19 15.8 Adult Guardianship Service Information .00
04/15/19 l LETTER: .00
04/15/19 Receipt 534317 221.00
04/17/19 Pay out made through bookkeeper # 0000062554 .00
ACCT #: 000000000209 1.00
05/07/19 15.1 Waiver of Notice .00
Jonathan A. Mix
05/07/19 15.1 Waiver of Notice .00
David R. Mix
05/07/19 15.2 Guardian - Fiduciary's Acceptance .00
05/07/19 l LETTER: .00
From Laura Dierks
05/13/19 dl Copy of Driver's License of: .00
- Jonathan A Mix
05/15/19 17.8 Investigator's Report .00
05/15/19 cos Certificate of Service Erik von 19.00
Frese
05/15/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/29/19 1da Application for Continuance of Hearing .00
05/29/19 1de Entry Continuing Hearing 06/20/2019 5.00
2:00 PM
05/29/19 Receipt 536730 24.00
05/29/19 cos Certificate of Service .00
06/20/19 cb COST BILL .00
06/20/19 igf Indigent Guardianship Fund 30.00
06/20/19 adl Additional Letters of Authority 2.00
06/20/19 17d Magistrate's Decision Stone .00
Jonathan A. Mix is appointed guardian
of the person & estate, bond is set at
$125000.00
06/20/19 17b Notice To Attorneys and Parties .00
06/20/19 17c Findings of Fact .00
06/20/19 17n Entry Adopting Magistrate's Decision 5.00
06/20/19 cos Certificate of Service .00
06/20/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MIX, JONATHAN A. (fidy)
06/20/19 15.9 Oath of Guardian .00
06/20/19 rgg Receipt of guardianship guide .00
06/20/19 4.2 Fiduciary's Bond 125000.00 .00
Westbend
06/20/19 att Attachments .00
creditability & signature pages
06/20/19 Receipt 538133 42.00
06/21/19 dr Digital Record of Hearing TAS .00
06/20/2019 / hearing room 22E
Time: 2:05:04-2:20:34
06/26/19 bcr Background Check Received .00
- Johnathan A. Mix
08/12/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/21/19 6k Notice to File Inventory 0096629 1.00
09/24/19 6m Citation to File Inventory sent to fidy 5.00
09/24/19 vcos Certificate of Service for Virtual Mail .00
09/24/19 vcs Virtual Service Mail Sent 5.60
Jonathan A Mix 288827
09/24/19 vcs Virtual Service Mail Sent 5.60
Esther E Bryant 288834
10/02/19 vcr Virtual Service Returned .00
JAM 288827
10/02/19 vcr Virtual Service Returned .00
EEB 288834
11/20/19 8ic Entry Continuing Citation Hearing For 01/24/2020 5.00
Inventory
01/23/20 sc Substitution of Counsel 0030033 .00
01/23/20 cos Certificate of Service .00
01/23/20 6.0 Inventory 1030318.81 7.00
01/23/20 4.2 Fiduciary's Bond/RLI Surety 2061000.00 .00
CBS
J Vanorder
01/23/20 bacb Bond Application for CBS Agency .00
01/23/20 m Motion To Terminate Bond Through West .00
Bend Mutual Insurance Co
01/23/20 mem Memorandum in Support .00
01/23/20 e Entry 5.00
01/23/20 15c Application to Release Funds .00
01/23/20 15d Entry Authorizing Release of Funds 5.00
01/23/20 cc Certified Copy 1.00
01/23/20 Receipt 549852 40.20
02/12/20 9.7 Application to Transfer Motor Vehicle .00
02/12/20 9.8 Entry Approving Transfer of Motor 2014 Chevrol 5.00
Vehicle
02/12/20 cc Certified Copy 1.00
02/12/20 adl Additional Letters of Authority 1.00
02/12/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/12/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
02/12/20 Receipt 551024 22.00
02/18/20 9.7 Application to Transfer Motor Vehicle .00
02/18/20 9.8 Entry Approving Transfer of Motor 2014 5.00
Vehicle Chevrolet
02/18/20 cc Certified Copy 1.00
02/18/20 Receipt 551303 6.00
02/26/20 15d Entry Authorizing Release of Funds Clous 5.00
$683857.01 (+/- subj to market val fluc)
02/26/20 15d Entry Authorizing Release of Funds Clous 5.00
$29680.26 /$9100.00/$43479.67/$42689.49
02/26/20 15d Entry Authorizing Release of Funds 88375.41 5.00
44071.63
35145.32
Clous
02/26/20 cc Certified Copy 3.00
02/26/20 Receipt 551857 18.00
03/09/20 9.7 Application to Transfer Motor Vehicle .00
03/09/20 9.8 Entry Approving Transfer of Motor 2000 Honda 5.00
Vehicle
03/09/20 cc Certified Copy 1.00
03/09/20 adl Additional Letters of Authority 1.00
03/09/20 Receipt 552556 7.00
04/20/20 15c Application to Release Funds .00
04/20/20 15d Entry Authorizing Release of Funds 683857.01 5.00
Stone
04/20/20 cc Certified Copy 1.00
04/20/20 Receipt 554030 6.00
04/27/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/20/20 13ek eNotice to File Account 0030033 .00
05/26/20 16ek eNotice to File 0030033 .00
05/28/20 adl Additional Letters of Authority 3.00
05/28/20 Receipt 555461 3.00
07/10/20 13n Application to Extend Time to File .00
Account
07/10/20 13o Entry Extending Time to File Account 11/22/2020 5.00
07/10/20 Receipt 557250 5.00
12/07/20 m Motion Authorizing Transfer Of Funds To .00
Trust
12/07/20 mem Memorandum in Support .00
12/07/20 1e Entry Setting Hearing 02/01/2021 5.00
via zoom 9:30 am
12/07/20 eb Exhibit A .00
12/07/20 1ae Entry Increasing Bond 152000.00 5.00
CBS
12/07/20 4.2 Fiduciary's Bond/RLI Surety 2213000.00 .00
CBS
N Romanelli
12/07/20 bacb Bond Application for CBS Agency .00
12/07/20 22n Guardian's Report 5.00
12/07/20 soe Statement of Expert Evaluation .00
12/07/20 13a Fiduciary's Partial Account 01 22.00
12/07/20 13.1 Receipts and Disbursements .00
12/07/20 13.2 Assets Remaining in Fiduciary's Hands 1086272.03 .00
12/07/20 ex Extra Pages 1.00
12/07/20 Receipt 564268 38.00
12/08/20 13e Entry Setting Hearing on Account .00
12/09/20 Pay out made through bookkeeper # 0000066886 .00
ACCT #: 000000000209 15.00
12/30/20 adl Additional Letters of Authority 3.00
01/06/21 Receipt 565522 3.00
01/19/21 13h Judgment Entry Approving Partial Account .00
02/01/21 dr Digital Record of Hearing TAS .00
02/01/2021
Zoom
06/16/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/20/21 50m Application to Terminate Guardianship 10.00
07/20/21 dc Death Certificate .00
Robert F. Mix
07/20/21 50p Entry Terminating and Ordering Final 09/19/2021 5.00
Account
07/20/21 Receipt 575186 15.00
09/20/21 13n Application to Extend Time to File .00
Account
09/20/21 13o Entry Extending Time to File Account 11/19/2021 5.00
09/20/21 Receipt 578091 5.00
10/20/21 13ek eNotice to File Account 0030033 .00
11/09/21 16ek eNotice to File 0030033 .00
11/10/21 1ca Application for Attorney Fees 10.00
Jay E. Michael
11/10/21 fs Fee Schedule 1.00
11/10/21 morf Magistrate's Order Regarding Fees 8948.50 .00
11/12/21 13.0 Fiduciary's Final Account 01 22.00
11/12/21 13.1 Receipts and Disbursements .00
11/12/21 ex Extra Pages 1.00
11/12/21 Receipt 580717 34.00
11/15/21 13e Entry Setting Hearing on Account .00
12/27/21 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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