Case Docket

Case Number:	601553
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	REED, JERRY CLIFFORD
AKA :

Date	Code	Description	Reference	Receipt	Cost
12/04/19	01	Case Number (Daily Reporter)			10.00
12/04/19	02	Forms			10.00
12/04/19	03	Docketing & Index			15.00
12/04/19	04	Computerized Legal Research			3.00
12/04/19	05	Computer Fee			10.00
12/04/19	07	Legal Aid Trust Fund			26.00
12/04/19	08	Dispute Resolution Fund			15.00
12/04/19	gi	Guardianship Investigator's Expense			75.00
12/04/19	16	Special Projects Fund			15.00
12/04/19	cb	COST BILL			.00
		app
12/04/19	17.0	Application for Appointment of Guardian			20.00
12/04/19	ge	Entry Setting Hearing	01/31/2020		.00
			10:00 AM
12/04/19	15.0	Next of Kin			.00
12/04/19	15.2	Guardian - Fiduciary's Acceptance			.00
12/04/19	15.4	Guardian's Credibility Application			.00
12/04/19	15.3	Affidavit of Additional Information			.00
12/04/19	16.1	Affidavit of Custody			.00
12/04/19	psoe	Statement of Expert Evaluation			.00
12/04/19	att	Attachments			.00
		Medication List
12/04/19	15.8	Adult Guardianship Service Information			.00
12/04/19	vgcs	Guardianship: Virtual Service Mail Sent			11.20
12/04/19		Receipt	547200	210.20
12/04/19	cos	Certificate of Service			.00
12/04/19	vgcs	Guardianship: Virtual Service Mail Sent			.00
12/04/19	2y	Notice of Hearing			.00
		Jillian Reed	320893
		Drew Reed	320886
12/10/19	vcr	Virtual Service Returned			.00
		DR	320886
12/10/19	vcr	Virtual Service Returned			.00
		JR	320893
01/24/20	17.8	Investigator's Report			.00
01/24/20	cos	Certificate of Service	Jennifer		20.50
			Kincaid,LSW
01/24/20	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
01/28/20	1da	Application for Continuance of Hearing			.00
01/28/20	1de	Entry Continuing Hearing	02/28/2020		5.00
			10:00 am
01/28/20		Receipt	550068	25.50
01/28/20	cos	Certificate of Service			.00
02/04/20	dl	Copy of Driver's License of:			.00
		Hallie J. Reed
02/04/20	wc	- Halllie J. Reed			22.00
		WebCheck Fingerprinting
02/04/20		Receipt	550539	22.00
02/05/20	bcr	Background Check Received			.00
		- Hallie J Reed
02/28/20	cb	COST BILL			.00
02/28/20	igf	Indigent Guardianship Fund			30.00
02/28/20	adl	Additional Letters of Authority			2.00
02/28/20	17d	Magistrate's Decision	Clous		.00
		Hallie Reed be apt guardian of the
		person & estate of Jerry Clifford Reed.
		Bond is set @ 240000.00
02/28/20	17b	Notice To Attorneys and Parties			.00
02/28/20	17c	Findings of Fact			.00
02/28/20	17n	Entry Adopting Magistrate's Decision			5.00
02/28/20	cos	Certificate of Service			.00
02/28/20	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		Hallie J. Reed - Person & Estate
		REED, HALLIE	(fidy)
02/28/20	15.9	Oath of Guardian			.00
02/28/20	rgg	Receipt of guardianship guide			.00
02/28/20	eb	Exhibit A			.00
02/28/20	4.2	Fiduciary's Bond/RLI Surety	260000.00		.00
			CBS
			J Vanorder
02/28/20	bacb	Bond Application for CBS Agency			.00
02/28/20	15.4	Guardian's Credibility Application			.00
02/28/20		Receipt	552039	42.00
03/02/20	dr	Digital Record of Hearing	AAC		.00
		02/28/2020 / Room 22 E
		Time:10:04:18-10:48:04
04/21/20	ci	ANNUAL PHYSICAL/ELECTRONIC - 2020			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
04/29/20	6ek	eNotice to File Inventory	0033155		.00
05/20/20	1ae	Entry Increasing Bond	128000.00		5.00
			RLI
05/20/20	4.2	Fiduciary's Bond/RLI Surety	388000.00		.00
			CBS
			C Carmell
05/20/20	bacb	Bond Application for CBS Agency			.00
05/20/20	15c	Application to Release Funds			.00
05/20/20	15d	Entry Authorizing Release of Funds	12000.00		5.00
			126250.39
05/20/20	6.0	Inventory	194230.59		7.00
05/20/20	cc	Certified Copy			1.00
05/20/20		Receipt	555148	13.00
06/01/20	nc	Notice of Change of Address of:			.00
		Ward
07/20/20		Receipt	557591	5.00
07/21/20		Pay out made through bookkeeper	# 0000065535		.00
		ACCT #: 000000000209 5.00
08/19/20	15c	Application to Release Funds to Guardian			.00
08/19/20	15d	Entry Authorizing Release of Funds	Morris		5.00
08/19/20	cc	Certified Copy			1.00
08/19/20		Receipt	558985	6.00
01/29/21	13ek	eNotice to File Account	0033155		.00
02/02/21	16ek	eNotice to File	0033155		.00
03/15/21	nc	Notice of Change of Address of:			.00
04/06/21	13a	Fiduciary's Partial Account	01		22.00
04/06/21	13.1	Receipts and Disbursements			.00
04/06/21	13.2	Assets Remaining in Fiduciary's Hands	156198.31		.00
04/06/21	1cd	Application for Guardian Fees			10.00
		Hallie J Reed
04/06/21	fs	Fee Schedule			.00
04/06/21	morf	Magistrate's Order Regarding Fees	3185.88		.00
04/06/21	1ca	Application for Attorney Fees			10.00
		Frederick L Berkemer
04/06/21	fs	Fee Schedule			.00
04/06/21	1cb	Entry Approving Attorney Fees	4001.25		.00
			91.50
04/06/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
04/06/21	15bn	Entry Authorizing Expenditure of Funds	7000.00		5.00
		(Non-Custodial)
04/06/21		Receipt	570088	57.00
04/06/21		Void Receipt	570088		57.00
04/06/21		Receipt	570089	57.00
04/07/21	13e	Entry Setting Hearing on Account			.00
04/12/21		Pay out made through bookkeeper	# 0000068069		.00
		ACCT #: 000000000209 1.00
05/18/21	13h	Judgment Entry Approving Partial Account			.00
06/22/21	16m	Citation to File	sent to guar		5.00
06/22/21	vcos	Certificate of Service for Virtual Mail			.00
06/22/21	vcs	Virtual Service Mail Sent			5.60
		Hallie Reed	380149
06/22/21	vcs	Virtual Service Mail Sent			5.60
		Frederick L Berkermer	380156
06/29/21	vcr	Virtual Service Returned			.00
		HR	380149
06/29/21	ci	ANNUAL PHYSICAL/ELECTRONIC - 2021			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
07/08/21	vcr	Virtual Service Returned			.00
		FLB	380156
08/04/21	16a	Motion for Release of Assets to be			.00
		Deposited w/Custodian in Lieu of Bond
08/04/21	16b	Entry Ordering Deposit of Assets	HEARTLAND		5.00
		In Lieu of Bond	106206.41
			001
08/04/21	cc	Certified Copy			1.00
08/04/21		Receipt	575944	6.00
08/05/21	soe	Statement of Expert Evaluation			.00
08/05/21	att	Attachments			.00
08/05/21		Receipt	575997	5.00
08/05/21	17.1e	Entry Dispensing with the Filing of			5.00
		Subsequent Statements of Expert
		Evaluation
08/11/21	nc	Notice of Change of Address of:			.00
		Jerry Clifford Reed
09/08/21	22n	Guardian's Report			5.00
09/08/21	22ni	Investigator Review of Guardian's Report			.00
11/17/21	gcf	Guardianship complaint filed	001		.00
		Reed, Jillian
		Reed, Drew
		Reed, Valentina
11/17/21	gcn	Guardian notified of complaint	11/17/2021		.00
			001
11/17/21	l	LETTER: to Jillian Reed			.00
		from Melissa Kaufman
12/03/21	rtc	Response To a Complaint			.00
12/03/21	att	Attachments			.00
12/22/21	l	LETTER: to Melissa Kaufman			.00
		from Jillian Claire Reed
12/22/21	att	Attachments			.00
02/08/22	gcd	Notification of disposition of	11/17/2021		.00
		guardianship complaint	001
02/08/22	att	Attachments			.00
02/08/22	l	LETTER: to Jillian Reed			.00
		from Leslie Williams
02/08/22	l	LETTER: to Hallie Reed			.00
		from Leslie Williams
02/08/22	mo	Magistrate's Order Complaint Dispostion	MCD		5.00
		-guardian shall file an Amended
		Inventory to reflect correct amount of
03/08/22	13ek	eNotice to File Account	0033155		.00
04/14/22	13n	Application to Extend Time to File			.00
		Account
04/14/22	e	Entry to Extend time	06/14/2022		.00
04/15/22	16c	Verification of Receipt or Deposit	HEARTLAND		.00
			106227.65
			001 Y
04/18/22	13n	Application to Extend Time to File			.00
		Account
04/18/22	13o	Entry Extending Time to File Account	06/21/2022		5.00
04/18/22	l	LETTER:			.00
		Return Check #13092 $10.00 To Attorney
04/28/22	13a	Fiduciary's Partial Account	02		22.00
04/28/22	13.1	Receipts and Disbursements			.00
04/28/22	13.2	Assets Remaining in Fiduciary's Hands	120722.63		.00
04/28/22		Receipt	589133	53.20
04/29/22	13e	Entry Setting Hearing on Account			.00
05/05/22	6a	Amended Inventory	189585.91		7.00
05/05/22		Receipt	589453	7.00
06/09/22	13h	Judgment Entry Approving Partial Account			.00
08/09/22	16ek	eNotice to File	0033155		.00
09/19/22	22n	Guardian's Report			5.00
09/19/22	22ni	Investigator Review of Guardian's Report			.00
09/19/22		Receipt	596101	5.00
10/28/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
03/29/23	13ek	eNotice to File Account	0033155		.00
08/22/23	16ek	eNotice to File	0033155		.00
12/13/23	13m	Citation to File Account	sent to fidy		5.00
12/14/23	vcos	Certificate of Service for Virtual Mail			.00
12/14/23	vcs	Virtual Service Mail Sent			7.21
		Hallie Reed	527278
12/14/23	vcs	Virtual Service Mail Sent			7.21
		Frederick L Berkemer	527285
12/21/23	ci	ANNUAL PHYSICAL/ELECTRONIC - 2023			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
01/02/24	vcr	Virtual Service Returned			.00
		FLB	527285
01/02/24	vcr	Virtual Service Returned			.00
		HR	527278
01/19/24	16m	Citation to File	sent to guar		5.00
01/19/24	vcos	Certificate of Service for Virtual Mail			.00
01/19/24	vcs	Virtual Service Mail Sent			7.21
		Hallie Reed	532371
01/19/24	vcs	Virtual Service Mail Sent			7.21
		Fredrick L Berkemer	532388
01/19/24	vcos	Certificate of Service for Virtual Mail			.00
01/19/24	vcs	Virtual Service Mail Sent			7.21
		Harold Eugne Ivery Jr	532395
01/30/24	vcr	Virtual Service Returned			.00
		FLB	532388
01/30/24	vcr	Virtual Service Returned			.00
		HR	532371
02/23/24	dr	Digital Record of Hearing	KAG		.00
		02/23/2024 / 22A
		10:37:25am-10:38:38am
02/28/24	1cd	Application for Fiduciary Fees			10.00
		Hallie J Reed
02/28/24	fs	Fee Schedule			.00
02/28/24	cos	Certificate of Service			.00
02/28/24	morf	Magistrate's Order Regarding Fees	10472.32		.00
02/28/24	1ca	Application for Attorney Fees			10.00
		Frederick L Berkemer
02/28/24	1cb	Entry Approving Attorney Fees	3075.00		.00
			150.00
02/28/24	fs	Fee Schedule			.00
02/28/24	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
02/28/24	1e	Entry Setting Remote Hearing	04/09/2024		5.00
		-App to Expend Funds	11:00 AM
02/28/24	eb	Exhibit a			.00
02/28/24	cos	Certificate of Service			.00
02/28/24	50m	Application to Terminate Guardianship			10.00
02/28/24	dc	Death Certificate			.00
		Jerry C Reed
02/28/24	50p	Entry Terminating and Ordering Final	05/10/2024		5.00
		Account
03/15/24	2y	Notice of Hearing on Application to	04/09/2024		.00
		Expend Funds	11:00 AM
03/15/24	cos	Certificate of Service			.00
03/15/24	att	Attachment			.00
03/15/24	eb	Exhibit A			.00
03/20/24	mem	Memorandum in Support			.00
03/20/24	cos	Certificate of Service			.00
03/20/24	eb	Exhibits			14.00
03/25/24		Receipt	623303	102.05
03/25/24	1da	Application for Continuance of Hearing			.00
03/25/24	1de	Entry Continuing Hearing	03/25/2024		5.00
03/25/24	att	Attachments			.00
03/25/24	eb	Exhibit a			.00
03/25/24	cos	Certificate of Service			.00
05/07/24	15b	Entry Authorizing Expenditure of Funds	106312.14		.00
		(Custodial)
05/07/24	dr	Digital Record of Hearing	JAA		.00
		05/07/2024 / Zoom
05/13/24	13ek	eNotice to File Account	0033155		.00
05/21/24		Receipt	626330	19.00
05/28/24	13.0	Fiduciary's Final Account	03		22.00
05/28/24	13.1	Receipts and Disbursements			.00
05/28/24	ex	Extra Pages			1.00
05/28/24	l	LETTER:			.00
		To Attorney For Court Costs
05/29/24	13e	Entry Setting Hearing on Account			.00
06/03/24		Receipt	626951	23.00
07/09/24	13i	Judgment Entry Approving Final Account			.00
		BALANCE DUE			.00

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