Case Docket

Case Number: 602900  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SIMPSON, STEPHEN J.
AKA :


Date Code Description Reference Receipt Cost
02/19/20 01 Case Number (Daily Reporter) 10.00
02/19/20 02 Forms 10.00
02/19/20 03 Docketing & Index 15.00
02/19/20 04 Computerized Legal Research 3.00
02/19/20 05 Computer Fee 10.00
02/19/20 07 Legal Aid Trust Fund 26.00
02/19/20 08 Dispute Resolution Fund 15.00
02/19/20 gi Guardianship Investigator's Expense 75.00
02/19/20 16 Special Projects Fund 15.00
02/19/20 cb COST BILL .00
02/19/20 17.0 Application for Appointment of Guardian 20.00
02/19/20 ge Entry Setting Hearing 03/06/2020 .00
10:00 am
02/19/20 15.0 Next of Kin .00
02/19/20 15.1 Waiver of Notice .00
Traci J. Walton
02/19/20 15.2 Guardian - Fiduciary's Acceptance .00
02/19/20 15.3 Affidavit of Additional Information .00
02/19/20 15.4 Guardian's Credibility Application .00
02/19/20 16.1 Affidavit of Custody .00
02/19/20 17ca Change of Address Information for .00
Guardianships
02/19/20 psoe Statement of Expert Evaluation .00
02/19/20 15.8 Adult Guardianship Service Information .00
02/20/20 1da Application for Continuance of Hearing .00
02/20/20 1de Entry Continuing Hearing 03/05/2020 5.00
2:00 PM
02/28/20 17.8 Investigator's Report .00
02/28/20 cos Certificate of Service Jennifer 18.50
Kincaid,LSW
02/28/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/05/20 15.0 Next of Kin Amended .00
03/05/20 1da Application for Continuance of Hearing .00
03/05/20 1de Entry Continuing Hearing 04/06/2020 5.00
2:00 PM
03/05/20 cos Certificate of Service .00
03/30/20 moac Magistrate's Order Appointing Counsel 0085731 5.00
04/06/20 cb COST BILL .00
04/06/20 17d Magistrate's Decision .00
- That the Franklin County Guardianship TAS
Service Board, or its designee be
appointed guardian of the person of
04/06/20 ex Stephen J. Simpson. The Guardian is .00
authorized to place the ward in a more
restrictive setting, ending May 6, 2020.
04/06/20 17c Findings of Fact .00
04/06/20 17b Notice To Attorneys and Parties .00
04/06/20 17n Entry Adopting Magistrate's Decision 5.00
04/06/20 cos Certificate of Service .00
04/06/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
04/06/20 15.9 Oath of Guardian .00
04/06/20 rgg Receipt of guardianship guide .00
04/07/20 dr Digital Record of Hearing TAS .00
04/06/2020 / Room 22 A
Time:2:07:16-2:07:54, 2:25:04
04/10/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/20/20 app Application to direct PNC Bank to mail .00
acct statements to the GSB
04/20/20 e Entry approving Stone 5.00
04/23/20 app Application .00
04/23/20 e Entry 5.00
05/04/20 nc Notice of Change of Address of: .00
Stephen J. Simpson
06/26/20 cb COST BILL .00
Successor App - Erik Brunckheist
06/26/20 02 Forms 10.00
06/26/20 03 Docketing & Index 15.00
06/26/20 04 Computerized Legal Research 3.00
06/26/20 05 Computer Fee 10.00
06/26/20 07 Legal Aid Trust Fund 26.00
06/26/20 08 Dispute Resolution Fund 15.00
06/26/20 16 Special Projects Fund 15.00
06/26/20 gi Guardianship Investigator's Expense 75.00
06/26/20 17.0 Application for Appointment of Guardian 20.00
Erik Brunckhorst (adding estate)
06/26/20 ge Entry Setting Hearing 08/05/2020 .00
11:00 AM
06/26/20 15.0 Next of Kin .00
06/26/20 15.2 Guardian - Fiduciary's Acceptance .00
06/26/20 15.3 Affidavit of Additional Information .00
06/26/20 15.4 Guardian's Credibility Application .00
06/26/20 15.8 Adult Guardianship Service Information .00
06/26/20 16.1 Affidavit of Custody .00
06/26/20 17ca Change of Address Information for .00
Guardianships
07/07/20 fs Fee Schedule .00
07/27/20 2y Notice of Hearing (Remote) 08/05/2020 .00
10:30 A.M.
07/27/20 eb Exhibit A .00
Zoom invite
07/27/20 misc Miscellaneous Filing .00
Administrative Notice
07/27/20 cos Certificate of Service (ZOOM INVITE) .00
GSB
ERIK J. BRUNCKHORST
STEPHEN J. SIMPSON
07/28/20 misc Miscellaneous Filing .00
Confirmation Zoom invite recieved by
Erik Brunckhorst
08/05/20 e Entry setting remote hearing 08/17/2020 .00
11:00 A.M.
08/05/20 eb Exhibit A .00
ZOOM Invite
08/12/20 eac Entry Appointing Counsel 0085731 5.00
Adriann Mc Gee, ESQ
08/13/20 17.8 Investigator's Report JENNIFER .00
KINCAID,LSW
08/17/20 17d Magistrate's Decision Clous .00
-Eric Brunckhorst be appt guardian of
the estate of Stephen J. Simpson. Bond
has been posted in the initial amount of
08/17/20 ex of $40000.00 .00
08/17/20 17b Notice To Attorneys and Parties .00
08/17/20 17c Findings of Fact .00
08/17/20 17n Entry Adopting Magistrate's Decision Clous 5.00
08/17/20 cos Certificate of Service .00
08/18/20 dr Digital Record of Hearing AAC .00
08/17/2020
Zoom
08/18/20 fs Fee Schedule .00
08/19/20 15.0 Next of Kin Amended .00
08/20/20 cb COST BILL .00
08/20/20 igf Indigent Guardianship Fund 30.00
08/20/20 adl Additional Letters of Authority 2.00
08/20/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BRUNCKHORST, ERIK J. (fidy)
08/20/20 15.9 Oath of Guardian .00
08/20/20 rgg Receipt of guardianship guide .00
08/20/20 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
N Romanelli
08/20/20 bacb Bond Application for CBS Agency .00
08/20/20 att Credability & Signature Pages .00
08/20/20 Receipt 559044 488.50
09/11/20 fs Fee Schedule .00
09/22/20 15c Application to Release Funds to Guardian .00
09/22/20 15d Entry Authorizing Release of Funds 100.00 5.00
Duffy
09/22/20 cc Certified Copy 1.00
09/22/20 Receipt 560635 6.00
09/23/20 Pay out made through bookkeeper # 0000066068 .00
ACCT #: 000000000209 10.00
10/26/20 cc Certified Copy 1.00
10/26/20 15c Application to Release Funds .00
10/26/20 15d Entry Authorizing Release of Funds 5.00
10/26/20 Receipt 562354 6.00
10/27/20 Pay out made through bookkeeper # 0000066453 .00
ACCT #: 000000000209 10.00
11/23/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/23/20 15bn Entry Authorizing Expenditure of Funds 200.00 5.00
(Non-Custodial)
11/23/20 cc Certified Copy 1.00
11/23/20 6.0 Inventory 18737.08 7.00
BRUNCKHORST, ERIK J. (fidy)
11/23/20 Receipt 563720 23.00
03/09/21 16ek eNotice to File Sent To fidy .00
03/10/21 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
03/10/21 22p Annual Guardianship Plan .00
03/10/21 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
03/26/21 1ca Application for Attorney Fees 10.00
Adriann S McGee
03/26/21 1cc Consent to Attorney Fees .00
Erik Brunkhorst
03/26/21 fs Fee Schedule .00
03/26/21 morf Magistrate's Order Regarding Fees 2000.00 .00
03/26/21 Receipt 569637 10.00
04/30/21 cor Correspondence Received (NOT EVIDENCE) .00
04/30/21 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
04/30/21 att Attachments .00
04/30/21 morf Magistrate's Order Regarding Fees 11370.00 .00
04/30/21 ex Extra Pages 6.00
04/30/21 Receipt 571351 16.00
05/04/21 Pay out made through bookkeeper # 0000068329 .00
ACCT #: 000000000209 2.00
05/12/21 morf Magistrate's Order Regarding Atty Fees 1459.55 .00
05/12/21 cos Certificate of Service .00
06/28/21 cor Correspondence Received (NOT EVIDENCE) .00
07/04/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/21/21 13k Notice to File Account 0090590 1.00
08/30/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/30/21 att Attachments .00
08/30/21 15bn Entry Authorizing Expenditure of Funds 909.00 5.00
(Non-Custodial) 6932.00
08/30/21 cc Certified Copy 3.00
08/30/21 Receipt 577109 14.00
08/31/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/31/21 15bn Entry Authorizing Expenditure of Funds 100.00 5.00
(Non-Custodial) 500.00
08/31/21 cc Certified Copy 1.00
08/31/21 Receipt 577175 16.00
09/10/21 1ae Entry Increasing Bond 70000.00 5.00
CBS
09/10/21 4.2 Fiduciary's Bond / RLI 110000.00 .00
CBS
N Romanelli
09/10/21 bacb Bond Application for CBS Agency .00
09/10/21 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
09/10/21 1cc Consent to Attorney Fees .00
Erik Brunchhorst
09/10/21 fs Fee Schedule .00
09/10/21 morf Magistrate's Order Regarding Fees 5236.40 .00
09/10/21 1cd Application for Fiduciary Fees 10.00
Erik Brunckhorst
09/10/21 1cc Consent to Attorney Fees .00
Eric Brunckhorst
09/10/21 fs Fee Schedule .00
09/10/21 morf Magistrate's Order Regarding Fees 1222.65 .00
09/10/21 13a Fiduciary's Partial Account 01 22.00
BRUNCKHORST, ERIK J. (fidy)
09/10/21 13.1 Receipts and Disbursements .00
09/10/21 13.2 Assets Remaining in Fiduciary's Hands 54233.71 .00
09/10/21 Receipt 577686 57.00
09/13/21 13e Entry Setting Hearing on Account .00
10/25/21 13h Judgment Entry Approving Partial Account .00
10/27/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/27/21 att Attachments .00
10/27/21 15bn Entry Authorizing Expenditure of Funds 4326.00 5.00
(Non-Custodial)
10/27/21 Receipt 579912 15.00
10/27/21 Void Receipt 579912 15.00
10/27/21 cc Certified Copy 1.00
10/27/21 Receipt 579937 16.00
11/18/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/18/21 att Attachments .00
11/18/21 15bn Entry Authorizing Expenditure of Funds 5768.00 5.00
(Non-Custodial)
11/18/21 cc Certified Copy 1.00
11/18/21 Receipt 581031 16.00
02/07/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/07/22 15bn Entry Authorizing Expenditure of Funds 1600.00/mnth 5.00
(Non-Custodial) 1000.00
150.00
02/07/22 cc Certified Copy 1.00
02/07/22 Receipt 584670 16.00
02/11/22 16ek eNotice to File Sent To fidy .00
03/08/22 14.7 Application to Extend Time to File .00
Report
03/08/22 14.8 Entry Extending Time to File Report/ 07/13/2022 5.00
- Extending Hearing
FCGSB, BY DESIGNEE (fidy)
03/16/22 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
03/16/22 22p Annual Guardianship Plan .00
03/16/22 22ni Investigator Review of Guardian's Report .00
06/09/22 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
07/01/22 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
08/15/22 13k Notice to File Account 0090590 1.00
09/14/22 1b Application to Reduce Bond 5.00
09/14/22 1be Entry to Reduce Bond 85000.00 5.00
CBS
09/14/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/14/22 att Attachments 8.00
09/14/22 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
09/14/22 1cd Application for Fiduciary Fees of Estate 10.00
Erik Brunckhorst
09/14/22 1cc Consent to Attorney Fees .00
Erik Brunchhorst
09/14/22 fs Fee Schedule .00
09/14/22 morf Magistrate's Order Regarding Fees 1741.94 .00
09/14/22 13a Fiduciary's Partial Account 02 22.00
BRUNCKHORST, ERIK J. (fidy)
09/14/22 13.1 Receipts and Disbursements .00
09/14/22 13.2 Assets Remaining in Fiduciary's Hands 21880.18 .00
09/14/22 cc Certified Copy 1.00
09/14/22 Receipt 595888 77.00
09/15/22 13e Entry Setting Hearing on Account .00
09/19/22 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
09/19/22 1cc Consent to Attorney Fees .00
Erik Brunckhorst
09/19/22 fs Fee Schedule .00
09/19/22 morf Magistrate's Order Regarding Fees 4075.00 .00
10/26/22 13h Judgment Entry Approving Partial Account .00
10/28/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/17/23 16ek eNotice to File Sent To fidy .00
02/24/23 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
02/24/23 22p Annual Guardianship Plan .00
02/28/23 22ni Investigator Review of Guardian's Report .00
03/09/23 Receipt 604387 15.00
03/29/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/29/23 15bn Entry Authorizing Expenditure of Funds 1650.00 5.00
(Non-Custodial) 1800.00
03/29/23 cc Certified Copy 1.00
03/29/23 Receipt 605474 16.00
05/10/23 23k Notice to File Expert Evaluation 0090590 1.00
06/06/23 23ek eNotice to File Expert Evaluation Sent To fidy .00
07/11/23 asoe Application to Extend Time to File .00
Expert Evaluation
07/11/23 esoe Entry Extending Time to File Expert 11/15/2023 5.00
Evaluation
FCGSB, BY DESIGNEE (fidy)
07/13/23 l LETTER: to Erik Brunckhorst .00
from Lindsay E Webster
07/19/23 6.b Report of Newly Discovered Assets 7.00
07/19/23 6.be Entry Approving Report of Newly 2162.63 5.00
Assets
07/19/23 15c Application to Release Funds to Guardian .00
07/19/23 15d Entry Authorizing Release of Funds 2162.63 5.00
KeyBank Acct
07/19/23 eb Exhibit a .00
07/19/23 cc Certified Copy 1.00
07/19/23 Receipt 611124 24.00
07/20/23 Pay out made through bookkeeper # 0000076602 .00
ACCT #: 000000000209 4.00
07/20/23 Pay out made through bookkeeper # 0000076603 .00
ACCT #: 000000000209 14.00
08/11/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/11/23 15bn Entry Authorizing Expenditure of Funds 200.00 5.00
(Non-Custodial) 8000.00/mnth
08/11/23 cc Certified Copy 1.00
08/11/23 Receipt 612314 16.00
08/15/23 13k Notice to File Account 0090590 1.00
10/04/23 l LETTER: .00
Return 3rd Account Pickup NDA, Proof Of
Assets Remaining
10/17/23 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
10/17/23 15bn Entry Authorizing Expenditure of Funds 300.00 5.00
(Non-Custodial) 8000.00/mnth
300.00/mnth
10/17/23 1cd Application for Fiduciary Fees of Estate 10.00
Erik Brunckhorst
10/17/23 1cc Consent to Attorney Fees .00
Erik Brunckhorst
10/17/23 fs Fee Schedule .00
10/17/23 morf Magistrate's Order Regarding Fees 1776.28 .00
10/17/23 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
10/17/23 1cc Consent to Attorney Fees .00
Erik Brunckhorst
10/17/23 fs Fee Schedule .00
10/17/23 morf Magistrate's Order Regarding Fees 2505.00 .00
166.00
10/17/23 m Motion to Liquidate Trust Assets .00
10/17/23 mem Memorandum in Support .00
10/17/23 eb Exhibit 4.00
10/17/23 e Entry Ordering Liquidation of Trust MKB 5.00
Assets
10/17/23 cos Certificate of Service .00
10/18/23 Receipt 615618 16.00
10/18/23 Receipt 615619 29.00
10/19/23 Pay out made through bookkeeper # 0000077593 .00
ACCT #: 000000000209 30.00
10/27/23 l LETTER: .00
Return Account Key Bank Asset Remaining
11/06/23 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
11/20/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
11/20/23 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation FCGSB, BY DESIGNEE
(fidy)
11/20/23 morf Magistrate's Order Regarding Fees 2671.00 .00
AMENDED
11/20/23 morf Magistrate's Order Regarding Fees 1776.28 .00
11/28/23 13a Fiduciary's Partial Account 03 22.00
BRUNCKHORST, ERIK J. (fidy)
11/28/23 13.1 Receipts and Disbursements .00
11/28/23 13.2 Assets Remaining in Fiduciary's Hands 18433.11 .00
11/28/23 Receipt 617591 22.00
11/29/23 13e Entry Setting Hearing on Account .00
12/06/23 Receipt 617995 5.00
12/11/23 cc Certified Copy 1.00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/09/24 13h Judgment Entry Approving Partial Account .00
01/29/24 16ek eNotice to File Sent To fidy .00
02/14/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/14/24 att Attachment .00
02/14/24 15bn Entry Authorizing Expenditure of Funds 7000.00 5.00
(Non-Custodial)
02/14/24 cc Certified Copy 1.00
02/14/24 Receipt 621428 16.00
03/07/24 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
03/07/24 15bn Entry Authorizing Expenditure of Funds 7000.00 5.00
(Non-Custodial) AMENDED
03/07/24 Receipt 622521 16.00
03/29/24 dc Death Certificate .00
Stephen Simpson
03/29/24 50m Application to Terminate 10.00
03/29/24 50n Entry Terminating and Dispensing with Y 5.00
Final Account
FCGSB, BY DESIGNEE (fidy)
04/09/24 dc Death Certificate .00
Stephen Simpson J.
04/09/24 50m Application to Terminate 10.00
04/09/24 50p Entry Terminating and Ordering Final 05/31/2024 5.00
Account
BRUNCKHORST, ERIK J. (fidy)
04/10/24 Receipt 624120 15.00
05/21/24 1cd Application for Fiduciary Fees 10.00
Erik Brunckhorst
05/21/24 1cc Consent to Attorney Fees .00
Erik Brunckhorst
05/21/24 fs Fee Schedule .00
05/21/24 morf Magistrate's Order Regarding Fees 948.07 .00
05/21/24 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
05/21/24 1cc Consent to Attorney Fees .00
Erik Brunckhorst
05/21/24 fs Fee Schedule 4.00
05/21/24 morf Magistrate's Order Regarding Fees 6009.00 .00
05/21/24 l LETTER: .00
Return final account balance remaining
must balance to zero or list assets
remaining going to the estate.
05/21/24 Receipt 626386 39.00
05/23/24 Pay out made through bookkeeper # 0000079515 .00
ACCT #: 000000000209 8.00
06/18/24 13.0 Fiduciary's Final Account 04 22.00
BRUNCKHORST, ERIK J. (fidy)
06/18/24 13.1 Receipts and Disbursements .00
06/18/24 l LETTER: .00
Final court cost
06/20/24 13e Entry Setting Hearing on Account .00
07/01/24 Receipt 628277 22.00
07/30/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
View Guardians
New Search
Probate Homepage