Case Docket

Case Number: 603304  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : KEITH, MONROE L.
AKA :


Date Code Description Reference Receipt Cost
03/09/20 01 Case Number (Daily Reporter) 10.00
03/09/20 02 Forms 10.00
03/09/20 03 Docketing & Index 15.00
03/09/20 04 Computerized Legal Research 3.00
03/09/20 05 Computer Fee 10.00
03/09/20 07 Legal Aid Trust Fund 26.00
03/09/20 08 Dispute Resolution Fund 15.00
03/09/20 gi Guardianship Investigator's Expense 75.00
03/09/20 16 Special Projects Fund 15.00
03/09/20 cb COST BILL .00
03/09/20 17.0 Application for Appointment of Guardian 20.00
03/09/20 ge Entry Setting Hearing 04/20/2020 .00
11:00 AM
03/09/20 15.0 Next of Kin .00
03/09/20 15.2 Guardian - Fiduciary's Acceptance .00
03/09/20 15.3 Affidavit of Additional Information .00
03/09/20 15.4 Guardian's Credibility Application .00
03/09/20 16.1 Affidavit of Custody .00
03/09/20 17ca Change of Address Information for .00
Guardianships
03/09/20 psoe Statement of Expert Evaluation .00
03/09/20 misc guardianship Bond request .00
03/09/20 15.8 Adult Guardianship Service Information .00
03/09/20 Receipt 552541 199.00
03/13/20 m Motion to Expedite Hearing .00
03/13/20 e Entry DENYING Hearing Clous 5.00
03/13/20 att Attachments .00
03/13/20 Receipt 552921 5.00
04/03/20 mo Magistrate's Order Appointing Special Duffy 5.00
Process Server
Debra Chakeres
04/10/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/13/20 17.8 Investigator's Report .00
04/13/20 cos Certificate of Service 4.00
04/21/20 17d Magistrate's Decision Duffy .00
-Shartel Keith be appt guardian of the
person of Monroe L. Keith. Shartel Keith
will be appt guardian of the estate upon
04/21/20 ex presentation of 94000.00 bond. .00
04/21/20 17b Notice To Attorneys and Parties .00
04/21/20 17c Findings of Fact .00
04/21/20 17n Entry Adopting Magistrate's Decision Duffy 5.00
04/21/20 cos Certificate of Service .00
04/22/20 dr Digital Record of Hearing MCD .00
04/20/2020 / Room 22 B
Time:11:00:18-11:19:58
04/29/20 bcr Background Check Received .00
- Shartel Keith
05/19/20 cb COST BILL .00
05/19/20 igf Indigent Guardianship Fund 30.00
05/19/20 adl Additional Letters of Authority 2.00
05/19/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
Shartel Keith - person & estate
KEITH, SHARTEL (fidy)
05/19/20 15.9 Oath of Guardian .00
05/19/20 rgg Receipt of guardianship guide .00
05/19/20 4.2 Fiduciary's Bond 94000.00 .00
State Farm
05/19/20 15.4 Guardian's Credibility Application .00
05/19/20 Receipt 555078 51.00
05/19/20 15.9 Oath of Guardian .00
05/19/20 poa Power of Attorney .00
05/21/20 Pay out made through bookkeeper # 0000065112 .00
ACCT #: 000000000209 14.00
05/26/20 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
05/26/20 eb Exhibit 1 .00
05/29/20 6.0 Inventory 194948.66 7.00
05/29/20 15c Application to Release Funds to Guardian .00
05/29/20 15d Entry Authorizing Release of Funds 11490.95 5.00
5892.21
05/29/20 cc Certified Copy 1.00
05/29/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/29/20 15bn Entry Authorizing Expenditure of Funds 6300.00 5.00
(Non-Custodial)
05/29/20 Receipt 555530 28.00
07/01/20 6a Amended Inventory 190781.66 7.00
07/22/20 adl Additional Letters of Authority 3.00
07/22/20 Receipt 557734 10.00
07/24/20 cc Certified Copy 1.00
07/24/20 Receipt 557886 1.00
07/24/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/24/20 15bn Entry Authorizing Expenditure of Funds Green 5.00
(Non-Custodial)
07/24/20 cc Certified Copy 2.00
07/24/20 Receipt 557887 2.00
07/24/20 15c Application to Release Funds to Guardian 2nd AMENDED .00
07/24/20 att Attachments .00
07/24/20 15d Entry Authorizing Release of Funds 18179.23 5.00
2nd AMENDED
GREEN
07/24/20 15c Application to Release Funds to Guardian .00
07/24/20 15d Entry Authorizing Release of Funds 863.85/mnth 5.00
Green
08/11/20 Receipt 558556 25.00
08/11/20 l LETTER: cover 08/05/2020 .00
08/11/20 9.7 Application to Transfer Motor Vehicle .00
08/11/20 9.8 Entry Approving Transfer of Motor 1979 5.00
Vehicle Cadillac
08/11/20 cc Certified Copy 2.00
08/11/20 9.7 Application to Transfer Motor Vehicle .00
08/11/20 9.8 Entry Approving Transfer of Motor 2013 5.00
Vehicle Nissan
08/11/20 att Attachments .00
08/11/20 att Attachments .00
08/11/20 Receipt 558567 12.00
08/12/20 Pay out made through bookkeeper # 0000065719 .00
ACCT #: 000000000209 4.00
09/14/20 adl Additional Letters of Authority 6.00
09/14/20 Receipt 560235 6.00
04/19/21 14.7 Application to Extend Time to File .00
Report
04/19/21 14.8 Entry Extending Time to File Report/ 05/20/2021 5.00
- Extending Hearing
04/20/21 13k Notice to File Account 0091963 1.00
04/22/21 16k Notice to File 0091963 1.00
05/12/21 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
05/12/21 misc Miscellaneous Filing .00
Statement from Guardian
05/12/21 soe Statement of Expert Evaluation .00
05/12/21 dc Death Certificate .00
Earlene P. Hobson
05/12/21 misc Fax cover sheet 05/11/2021 .00
05/24/21 l LETTER: .00
Return Account Atty Ck #1124 Account
Missing Personal Prop,R/E,Auto,Jewrey
05/27/21 l LETTER:to Attorney Costello .00
06/03/21 1ae Entry Increasing Bond 130000.00 5.00
St Frm Cas
06/03/21 4.2 Fiduciary's Bond 224000.00 .00
St frm cas
06/03/21 poa Power of Attorney .00
State Farm and Casualty co
06/04/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/04/21 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
06/14/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/14/21 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
06/14/21 Receipt 573361 15.00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/09/21 Receipt 574646 27.00
07/09/21 1ca Application for Attorney Fees 10.00
Donn Costello
07/09/21 fs Fee Schedule 16.00
07/09/21 1cb Entry Approving Attorney Fees 3437.50 .00
317.25
07/09/21 Receipt 574687 26.00
07/19/21 22n Guardian's Report 5.00
07/19/21 att Attachments .00
07/19/21 22ni Investigator Review of Guardian's Report .00
07/19/21 13a Fiduciary's Partial Account 01 38.00
07/19/21 13.1 Receipts and Disbursements .00
07/19/21 13.2 Assets Remaining in Fiduciary's Hands 470.92 .00
07/19/21 Receipt 575076 43.00
07/20/21 13e Entry Setting Hearing on Account .00
07/20/21 Pay out made through bookkeeper # 0000069054 .00
ACCT #: 000000000209 54.00
08/23/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/23/21 eb Exhibit A .00
08/23/21 15bn Entry Authorizing Expenditure of Funds 6298.00 5.00
(Non-Custodial) 7901.12
482.00
08/23/21 Receipt 576799 15.00
08/30/21 13h Judgment Entry Approving Partial Account .00
11/08/21 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
11/09/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/09/21 att Attachments .00
11/09/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
11/09/21 cc Certified Copy 1.00
11/09/21 Receipt 580574 16.00
11/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/22/21 eb Exhibits .00
11/22/21 15bn Entry Authorizing Expenditure of Funds 7890.00/mnth 5.00
(Non-Custodial)
11/22/21 move Application and Magistrate's Order To TAS .00
Move Ward To More Restrictive Setting
11/22/21 Receipt 581183 15.00
04/12/22 6.b Report of Newly Discovered Assets 7.00
04/12/22 6.be Entry Approving Report of Newly 9730.41 5.00
Assets
04/12/22 att Attachments .00
04/12/22 15c Application to Release Funds Guardian .00
04/12/22 15d Entry Authorizing Release of Funds 9730.41 5.00
Touchstone Inv Acct 6241
04/12/22 cc Certified Copy 1.00
04/13/22 23k Notice to File Expert Evaluation 0091963 1.00
04/20/22 Receipt 588653 18.00
05/02/22 nc Notice of Change of Address of: .00
06/17/22 22n Guardian's Report 5.00
06/17/22 eb Exhibit B .00
06/17/22 soe Statement of Expert Evaluation .00
06/17/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/17/22 eb Exhibit A .00
06/17/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/17/22 1ca Application for Attorney Fees 10.00
Donn Costello
06/17/22 fs Fee Schedule 8.00
06/17/22 1cb Entry Approving Attorney Fees 687.50 .00
21.00
06/17/22 Receipt 591585 39.00
06/21/22 13k Notice to File Account 0091963 1.00
07/20/22 13a Fiduciary's Partial Account 02 22.00
07/20/22 13.1 Receipts and Disbursements .00
07/20/22 13.2 Assets Remaining in Fiduciary's Hands 9304.64 .00
07/20/22 ex Extra Pages 2.00
07/20/22 Receipt 593094 24.00
07/21/22 13e Entry Setting Hearing on Account .00
08/31/22 13h Judgment Entry Approving Partial Account .00
09/02/22 1cd Application for Fiduciary Fees 10.00
Shartel D Keith
09/02/22 fs Fee Schedule .00
09/02/22 1ce Entry Approving Fiduciary Fees 2970.42 .00
09/02/22 Receipt 595385 10.00
10/28/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/15/23 1b Application to Reduce Bond 5.00
03/15/23 1be Entry to Reduce Bond 40000.00 5.00
State Farm
03/28/23 Receipt 605370 11.00
03/29/23 Pay out made through bookkeeper # 0000075369 .00
ACCT #: 000000000209 10.00
05/22/23 16k Notice to File 0091963 1.00
06/21/23 13k Notice to File Account 0091963 1.00
07/13/23 Receipt 610782 2.00
07/17/23 1ca Application for Attorney Fees 10.00
Donn Costello
07/17/23 fs Fee Schedule 10.00
07/17/23 1cb Entry Approving Attorney Fees 1337.50 .00
84.00
07/17/23 l LETTER: cover 07/13/2023 .00
07/17/23 Receipt 610913 20.00
07/25/23 14.7 Application to Extend Time to File .00
Report
07/25/23 14.8 Entry Extending Time to File Report/ 08/23/2023 5.00
- Extending Hearing
07/26/23 Receipt 611436 5.00
08/18/23 poa Power of Attorney .00
08/23/23 13a Fiduciary's Partial Account 03 22.00
08/23/23 13.1 Receipts and Disbursements .00
08/23/23 13.2 Assets Remaining in Fiduciary's Hands 1801.01 .00
08/23/23 Receipt 612899 22.00
08/24/23 13e Entry Setting Hearing on Account .00
08/28/23 22n Guardian's Annual Report 5.00
08/28/23 att Attachments .00
08/28/23 soe Statement of Expert Evaluation .00
08/28/23 Receipt 613107 5.00
09/07/23 22ni Investigator Review of Guardian's Report .00
10/04/23 13h Judgment Entry Approving Partial Account .00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/23/24 13k Notice to File Account 0091963 1.00
07/29/24 16k Notice to File 0091963 1.00
09/03/24 1ca Application for Attorney Fees 10.00
Donn Costello
09/03/24 fs Fee Schedule 7.00
09/03/24 morf Magistrate's Order Regarding Fees 609.00 .00
09/04/24 22n Guardian's Report 5.00
09/04/24 soe Statement of Expert Evaluation .00
09/05/24 13a Fiduciary's Partial Account 04 22.00
09/05/24 13.1 Receipts and Disbursements .00
09/05/24 13.2 Assets Remaining in Fiduciary's Hands 2788.66 .00
09/05/24 ex Extra Pages 1.00
09/05/24 l LETTER: .00
Return Ck # 164 For Proper Costs
09/06/24 13e Entry Setting Hearing on Account .00
09/06/24 22ni Investigator Review of Guardian's Report .00
09/27/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/27/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
10/02/24 Receipt 633063 52.00
10/17/24 13h Judgment Entry Approving Partial Account .00
11/08/24 1cd Application for Guardian Fees 10.00
Shartel Keith
11/08/24 fs Fee Schedule .00
11/08/24 morf Magistrate's Order Regarding Fees 1565.96 .00
11/08/24 1cd Application for Guardian Fees 10.00
Shartel Keith
11/08/24 fs Fee Schedule .00
11/08/24 morf Magistrate's Order Regarding Fees 1391.59 .00
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/05/25 13k Notice to File Account 0091963 1.00
08/07/25 16k Notice to File 0091963 1.00
09/08/25 m Motion .00
09/08/25 13o Entry Extending Time to File Account 09/12/2025 5.00
09/08/25 Receipt 650761 27.00
09/15/25 13a Fiduciary's Partial Account 05 22.00
09/15/25 13.2 Assets Remaining in Fiduciary's Hands 2490.96 .00
09/15/25 13.1 Receipts and Disbursements .00
09/15/25 Receipt 651243 22.00
09/16/25 13e Entry Setting Hearing on Account .00
09/30/25 22n Guardian's Report 5.00
09/30/25 soe Statement of Expert Evaluation .00
09/30/25 Receipt 652076 5.00
10/03/25 22ni Investigator Review of Guardian's Report .00
10/17/25 1cd Application for Fiduciary Fees 10.00
Shartel Keith
10/17/25 1cc Consent to Attorney Fees .00
Shartel Keith
10/17/25 fs Fee Schedule .00
10/17/25 morf Magistrate's Order Regarding Fees 1597.67 .00
TAS
10/17/25 Receipt 653196 10.00
10/27/25 13h Judgment Entry Approving Partial Account .00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/06/26 1ca Application for Attorney Fees 34.00
Donn Costello
08/06/26 fs Fee Schedule .00
08/06/26 morf Magistrate's Order Regarding Atty Fees 892.00 .00
HLS
08/06/26 Receipt 670543 34.00
08/18/26 13k Notice to File Account 0091963 1.00
08/31/26 16k Notice to File 0091963 1.00
BALANCE DUE 2.00
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