Case Docket

Case Number: 599424  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : LEFMAN, MARSHA B.
AKA :

Date Code Description Reference Receipt Cost
08/06/19 01 Case Number (Daily Reporter) 10.00
08/06/19 02 Forms 10.00
08/06/19 03 Docketing & Index 15.00
08/06/19 04 Computerized Legal Research 3.00
08/06/19 05 Computer Fee 10.00
08/06/19 07 Legal Aid Trust Fund 26.00
08/06/19 08 Dispute Resolution Fund 15.00
08/06/19 gi Guardianship Investigator's Expense 75.00
08/06/19 16 Special Projects Fund 15.00
08/06/19 m Motion to expedite hearing .00
08/06/19 e Entry expediting hearing 08/14/2019 5.00
3:00 pm
08/06/19 cb COST BILL .00
08/06/19 17.0 Application for Appointment of Guardian 20.00
08/06/19 15.0 Next of Kin .00
08/06/19 15.1 Waiver of Notice .00
Deborah B Lefman, Robyne B Lefman
08/06/19 15.2 Guardian - Fiduciary's Acceptance .00
08/06/19 16.1 Affidavit of Custody .00
08/06/19 15.3 Affidavit of Additional Information .00
08/06/19 15.4 Guardian's Credibility Application .00
08/06/19 15.8 Adult Guardianship Service Information .00
08/06/19 02 Forms 10.00
08/06/19 03 Docketing & Index 15.00
08/06/19 04 Computerized Legal Research 3.00
08/06/19 05 Computer Fee 10.00
08/06/19 08 Dispute Resolution Fund 15.00
08/06/19 16 Special Projects Fund 15.00
08/06/19 cb COST BILL .00
08/06/19 17.0 Application for Appointment of Guardian 20.00
08/06/19 15.0 Next of Kin .00
08/06/19 15.1 Waiver of Notice .00
Deborah Lefman, Robyne B Lefman
08/06/19 15.2 Guardian - Fiduciary's Acceptance .00
08/06/19 16.1 Affidavit of Custody .00
08/06/19 15.3 Affidavit of Additional Information .00
08/06/19 15.4 Guardian's Credibility Application .00
08/06/19 15.8 Adult Guardianship Service Information .00
08/06/19 psoe Statement of Expert Evaluation .00
08/06/19 Receipt 540766 292.00
08/07/19 wc - 22.00
WebCheck Fingerprinting
Deborah B. Lefman
08/07/19 dl Copy of Driver's License of: .00
Deborah B. Lefman
08/07/19 Receipt 540806 22.00
08/12/19 17.8 Investigator's Report .00
08/12/19 cos Certificate of Service Jennifer 6.50
Kincaid
08/12/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/14/19 bcr Background Check Received .00
- Deborah B Lefman
08/14/19 cb COST BILL .00
08/14/19 igf Indigent Guardianship Fund 30.00
08/14/19 adl Additional Letters of Authority 2.00
08/14/19 17d Magistrate's Decision Sugar .00
Deborah B. Lefman is appointed guardian
of the person & Atty Keith Stevens is
appointed guardian of the estate. Bond
08/14/19 ex is set @ 300000.00. .00
08/14/19 17b Notice To Attorneys and Parties .00
08/14/19 17c Findings of Fact .00
08/14/19 17n Entry Adopting Magistrate's Decision 5.00
08/14/19 cos Certificate of Service .00
08/14/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
STEVENS, KEITH A. (fidy)
08/14/19 15.9 Oath of Guardian .00
08/14/19 rgg Receipt of guardianship guide .00
08/14/19 4.2 Fiduciary's Bond/RLI Surety 300000.00 .00
CBS
J VanOrder
08/14/19 bacb Bond Application for CBS Agency .00
08/14/19 att Attachments .00
Credability & Signature pages
08/14/19 cb COST BILL .00
08/14/19 igf Indigent Guardianship Fund 30.00
08/14/19 adl Additional Letters of Authority 2.00
08/14/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
LEFMAN, DEBORAH B. (fidy)
08/14/19 15.9 Oath of Guardian .00
08/14/19 rgg Receipt of guardianship guide .00
08/14/19 Receipt 541264 85.50
08/15/19 dr Digital Record of Hearing SNS .00
08/14/2019 / hearing room 22 E
Time: 2:47:37-3:20:54
08/16/19 6.0 Inventory 158464.08 7.00
STEVENS, KEITH A. (fidy)
08/16/19 15c Application to Release Funds .00
08/16/19 15d Entry Authorizing Release of Funds 33165.69 5.00
10898.06
32179.31
56995.42
08/16/19 cc Certified Copy 1.00
08/16/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/16/19 15bn Entry Authorizing Expenditure of Funds 11287.56 5.00
(Non-Custodial)
08/16/19 Receipt 541389 28.00
08/20/19 6.4a Application for Appointment of a .00
Commissioner to Inventory a Safe Deposit
Box
08/20/19 6.4e Entry Appointing Commissioner to 5.00
Inventory Safe Deposit Box
Commissioner: Court Baliff
08/20/19 bisd Bailiff Charge to Inventory Safe Deposit 20.00
Box
08/20/19 cc Certified Copy 1.00
08/20/19 Receipt 541582 26.00
08/30/19 nc Notice of Change of Address of: .00
08/30/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/30/19 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
08/30/19 cc Certified Copy 1.00
08/30/19 Receipt 542222 16.00
09/16/19 6.4i Report on Contents of Safe Deposit Box .00
09/17/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/17/19 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
09/17/19 Receipt 543131 15.00
09/30/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/30/19 15bn Entry Authorizing Expenditure of Funds 1800.00 5.00
(Non-Custodial) 261.23
16.00
09/30/19 cc Certified Copy 1.00
09/30/19 Receipt 543826 16.00
12/20/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/20/19 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
12/20/19 cc Certified Copy 1.00
12/20/19 Receipt 548255 16.00
01/03/20 nc Notice of Change of Address of: .00
Marsha B. Lefman
01/06/20 l LETTER: to Judge Robert Stewart from .00
from Maureen Duffy
01/17/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/17/20 15bn Entry Authorizing Expenditure of Funds 8752.33 5.00
(Non-Custodial)
01/17/20 att Attachments .00
01/17/20 Receipt 549589 15.00
01/24/20 2.1 Notice of Intent to Accept Jurisdiction .00
-Athens County Probate Court consents to
accept jurisdiction
01/24/20 mo Magistrate's Order Duffy 5.00
-It is order of this court that this
matter be transferred to Athens County
Probate Court
02/03/20 l LETTER: Honorable Robert Stewart .00
From: Maureen Duffy
02/05/20 1cd Application for Guardian Fees 10.00
Keith A. Stevens
02/05/20 1cc Consent to Attorney Fees .00
Deborah B. Lefman
02/05/20 fs Fee Schedule .00
02/05/20 m Motion for Authority to Terminate .00
Annuity Contracts & Withdraw Full Value
02/05/20 mem Memorandum in Support .00
02/05/20 e Entry Authorizing Termination of Stone 5.00
Annuity Contract & Withdrawal of Full
Value
02/05/20 cc Certified Copy 1.00
02/05/20 Receipt 550659 21.00
02/06/20 morf Magistrate's Order Regarding Fees 5443.69 .00
02/06/20 cos Certificate of Service .00
02/24/20 misc copy of journal entry accepting .00
juridiction from Athens county.
02/24/20 mo Magistrate's Order-This case has been Duffy .00
transferred to Athens Cnty Probate Ct
& the case here is now closed
02/24/20 99 Case Closed .00
03/03/20 op Entry Re-Opening Case Duffy 5.00
03/03/20 9.7 Application to Transfer Motor Vehicle .00
03/03/20 9.8 Entry Approving Transfer of Motor 2000 5.00
Vehicle Toyota
03/03/20 cc Certified Copy 1.00
03/03/20 Receipt 552265 11.00
04/14/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/24/21 cor Correspondence Received (NOT EVIDENCE) .00
06/23/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/23/21 99 Case Closed .00
BALANCE DUE .00
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