Case Docket

Case Number: 603331  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : CAREY, DENISE 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 wc - Cynthia A. Sims-Felton 47.25
WebCheck Fingerprinting
03/09/20 15.8 Adult Guardianship Service Information .00
03/09/20 17.0 Application for Appointment of Guardian 20.00
03/09/20 ge Entry Setting Hearing 04/14/2020 .00
2:00 pm
03/09/20 15.0 Next of Kin .00
03/09/20 15.2 Guardian - Fiduciary's Acceptance .00
03/09/20 16.1 Affidavit of Custody .00
03/09/20 15.3 Affidavit of Additional Information .00
03/09/20 15.4 Guardian's Credibility Application .00
03/09/20 17ca Change of Address Information for .00
Guardianships
03/09/20 psoe Statement of Expert Evaluation .00
03/09/20 dl Copy of Driver's License of: .00
Cynthia Sims-Felton
03/09/20 Receipt 552606 246.25
03/10/20 2y Notice of Hearing .00
03/10/20 cos Certificate of Service .00
03/10/20 bcr Background Check Received .00
Cynthia Sims-Felton BCI
03/10/20 bcr Background Check Received .00
- Cynthia Sims-Felton FBI
03/10/20 vgcs Guardianship: Virtual Service Mail Sent .00
- Audrey Carey 321739
03/20/20 vcr Virtual Service Returned .00
AC 321739
03/30/20 1da Application for Continuance of Hearing .00
03/30/20 cos Certificate of Service .00
03/30/20 1de Entry Continuing Hearing 06/01/2020 .00
11:00 AM
04/10/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/20/20 mo Magistrate's Order ZOOM hearing Duffy .00
06/01/2020
11:00 A.M.
05/20/20 eb Exhibit ZOOM instructions .00
05/20/20 cos Certificate of Service .00
Cynthia A. Sims-Felton
Audrey Carey
05/22/20 17.8 Investigator's Report .00
05/22/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/22/20 cos Certificate of Service .00
06/08/20 17d Magistrate's Decision .00
- Application for appointment of MCD
Guardian of Incompotent filed on March
9,2020 by Cythia Sims-Felton be DENIED
06/08/20 ex and that this case is closed. .00
06/08/20 17c Findings of Fact .00
06/08/20 17b Notice To Attorneys and Parties .00
06/08/20 cos Certificate of Service .00
06/30/20 ex Cynthia Sims-Felton be DENIED & this .00
case be closed.
06/30/20 cos Certificate of Service .00
06/30/20 jd Judge's Decision Montgomery .00
Entry Adopting Magistrate's Decision
-The app for Appointment of Guardian of
Incompetent filed 03/09/2020 by
07/07/20 dr Digital Record of Hearing .00
06/01/2020 Zoom
07/27/20 dcr Request to Remove Costs from Docket .00
-
10/20/20 m Motion to Expedite Hearing .00
10/20/20 1e Entry Setting Hearing 10/29/2020 5.00
via zoom 10:00 AM
10/20/20 eb Exhibit A .00
10/20/20 cb COST BILL .00
10/20/20 02 Forms 10.00
10/20/20 03 Docketing & Index 15.00
10/20/20 04 Computerized Legal Research 3.00
10/20/20 05 Computer Fee 10.00
10/20/20 07 Legal Aid Trust Fund 26.00
10/20/20 08 Dispute Resolution Fund 15.00
10/20/20 16 Special Projects Fund 15.00
10/20/20 gi Guardianship Investigator's Expense 75.00
10/20/20 vgcs Guardianship: Virtual Service Mail Sent 5.60
10/20/20 17.0 Application for Appointment of Guardian 20.00
GSB
10/20/20 15.0 Next of Kin .00
10/20/20 15.1 Waiver of Notice .00
Jack R. Kullman Jr., FCGSB
10/20/20 15.2 Guardian - Fiduciary's Acceptance .00
10/20/20 15.3 Affidavit of Additional Information .00
10/20/20 15.4 Guardian's Credibility Application .00
10/20/20 16.1 Affidavit of Custody .00
10/20/20 17ca Change of Address Information for .00
Guardianships
10/20/20 psoe Statement of Expert Evaluation .00
10/20/20 att Attachments .00
10/20/20 15.8 Adult Guardianship Service Information .00
10/20/20 2y Notice of Hearing .00
10/20/20 cos Certificate of Service .00
10/20/20 vgcs Guardianship: Virtual Service Mail Sent .00
Audrey Carey 350821
10/20/20 1da Application for Continuance of Hearing .00
10/20/20 1de Entry Continuing Hearing 11/03/2020 5.00
2:00 PM
10/20/20 cos Certificate of Service .00
10/20/20 eb Exhibit Zoom .00
10/26/20 17.8 Investigator's Report .00
10/26/20 cos Certificate of Service Jennifer 13.50
Kincaid,LSW
10/26/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/30/20 17.8g Court Investigator's Comments .00
10/30/20 att Attachments 1 .00
10/30/20 att Attachments 2 .00
11/02/20 cb COST BILL .00
11/02/20 02 Forms 10.00
11/02/20 03 Docketing & Index 15.00
11/02/20 04 Computerized Legal Research 3.00
11/02/20 05 Computer Fee 10.00
11/02/20 08 Dispute Resolution Fund 15.00
11/02/20 16 Special Projects Fund 15.00
11/02/20 17.0 Application for Appointment of Guardian 20.00
11/02/20 ge Entry Setting Hearing 10/28/2020 .00
via zoom 10:0 AM
11/02/20 eb Exhibit A .00
11/02/20 15.0 Next of Kin .00
11/02/20 15.1 Waiver of Notice .00
Nicole S. Horston
11/02/20 15.2 Guardian - Fiduciary's Acceptance .00
11/02/20 15.3 Affidavit of Additional Information .00
11/02/20 15.4 Guardian's Credibility Application .00
11/02/20 16.1 Affidavit of Custody .00
11/02/20 17ca Change of Address Information for .00
Guardianships
11/02/20 psoe Statement of Expert Evaluation .00
11/02/20 att Attachments .00
11/02/20 15.8 Adult Guardianship Service Information .00
11/02/20 Receipt 562685 88.00
11/03/20 vcr Virtual Service Returned .00
AC 350821
11/03/20 bcr Background Check Received .00
Nicole Horston
11/10/20 cor Correspondence Received (NOT EVIDENCE) .00
11/13/20 17d Magistrate's Decision Wambaugh .00
The FCGSB is appointed guardian of the
person only, bond is waived. The
application filed by Nicole Horston is
11/13/20 ex DENIED. .00
11/13/20 17b Notice To Attorneys and Parties .00
11/13/20 17c Findings of Fact .00
11/13/20 17n Entry Adopting Magistrate's Decision 5.00
11/13/20 cos Certificate of Service .00
11/13/20 cb COST BILL .00
11/13/20 igf Indigent Guardianship Fund 30.00
11/13/20 adl Additional Letters of Authority 2.00
11/13/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
11/13/20 15.9 Oath of Guardian .00
11/24/20 1fa Application to Extend Time .00
Objections to 11/12 Mag Decision
11/24/20 1fb Entry Extending Time 12/11/2020 5.00
11/24/20 att Attachments .00
11/24/20 cos Certificate of Service .00
12/01/20 app Application .00
Kemba Financial Credit Union
12/01/20 e Entry 5.00
12/01/20 app Application .00
Credit Union of Ohio
12/01/20 e Entry 5.00
12/10/20 app Application .00
12/10/20 e Entry 5.00
12/14/20 md MOTION DOCKET: .00
12/14/20 m Motion to Set Aside Magistrates Decision .00
12/14/20 m18ob Objections to Magistrate's Decision .00
12/14/20 mem Memorandum in Support .00
01/06/21 dhr Digital Hearing Request .00
01/08/21 st Status on Transcripts & Request to Lift .00
Freeze on Bank Accounts
01/11/21 cb COST BILL .00
01/11/21 02 Forms 10.00
01/11/21 03 Docketing & Index 15.00
01/11/21 04 Computerized Legal Research 3.00
01/11/21 05 Computer Fee 10.00
01/11/21 07 Legal Aid Trust Fund 26.00
01/11/21 08 Dispute Resolution Fund 15.00
01/11/21 16 Special Projects Fund 15.00
01/11/21 17.0 Application for Appointment of Guardian 20.00
01/11/21 ge Entry Setting Hearing 03/05/2021 .00
via zoom 9:00 AM
01/11/21 eb Exhibit A .00
01/11/21 15.0 Next of Kin .00
01/11/21 15.2 Guardian - Fiduciary's Acceptance .00
01/11/21 15.3 Affidavit of Additional Information .00
01/11/21 15.4 Guardian's Credibility Application .00
01/11/21 17ca Change of Address Information for .00
Guardianships
01/11/21 16.1 Affidavit of Custody .00
01/11/21 15.8 Adult Guardianship Service Information .00
01/11/21 gi Guardianship Investigator's Expense 75.00
01/11/21 Receipt 565687 469.10
01/11/21 2y Notice of Hearing .00
01/11/21 cos Certificate of Service .00
01/11/21 vgcs Guardianship: Virtual Service Mail Sent 11.20
Audrey Carey 370911
Cynthia A. Sims 370928
01/15/21 t Transcript 58.00
01/15/21 Receipt 565923 58.00
01/25/21 vcr Virtual Service Returned .00
AC 370911
01/26/21 vcr Virtual Service Returned .00
CAS 370928
02/22/21 m Motion to direct Specialized Loan .00
Servicing LLC to provide mortgage loan
information to a GSB representative
02/22/21 e Entry HJW 5.00
02/22/21 m Motion directing Nicole Horston to .00
provide any & all docs received on
behalf of the ward involving mortgage
loan of property @4069 Brookrun Dr
02/22/21 e Entry RVM 5.00
02/22/21 cc Certified Copy 2.00
02/23/21 mo Interim Order Adopting a Magistrate's 5.00
Decision
02/23/21 m Motion .00
02/23/21 e Entry 5.00
02/23/21 att Attachments .00
02/23/21 cos Certificate of Service .00
02/24/21 17.8 Investigator's Report .00
02/24/21 cos Certificate of Service Jennifer 13.50
Kincaid,LSW
02/24/21 1fa Application to Extend Time .00
Answer to Objections filed on 12/14
02/24/21 1fb Entry Extending Time 03/09/2021 5.00
02/24/21 m Motion To Expedite Hearing .00
02/24/21 e Entry Motion to Expedite is not well 5.00
taken and is DENIED
02/24/21 Receipt 567885 5.00
02/26/21 noa Notice of Appearance of Counsel .00
- Christopher Signil
02/26/21 l LETTER: to Magistrates Duffy & Wambaugh .00
03/02/21 m Motion For Leave .00
03/02/21 e Entry 5.00
03/02/21 cos Certificate of Service Supplemental .00
03/02/21 misc Hearing March 5, 2021 .00
Tentative Witness List
03/03/21 jd Judge's Decision Denise Carey's 5.00
objection to the magistrate decision
issued Nov 12, 2020 are overruled.
03/03/21 cos Certificate of Service .00
03/05/21 cb COST BILL .00
03/05/21 02 Forms 10.00
03/05/21 03 Docketing & Index 15.00
03/05/21 04 Computerized Legal Research 3.00
03/05/21 05 Computer Fee 10.00
03/05/21 08 Dispute Resolution Fund 15.00
03/05/21 16 Special Projects Fund 15.00
03/05/21 17.0 Application for Appointment of Guardian 20.00
03/05/21 15.0 Next of Kin .00
03/05/21 15.1 Waiver of Notice .00
Nicole Horston
03/05/21 15.2 Guardian - Fiduciary's Acceptance .00
03/05/21 15.3 Affidavit of Additional Information .00
03/05/21 15.4 Guardian's Credibility Application .00
03/05/21 15.8 Adult Guardianship Service Information .00
03/05/21 16.1 Affidavit of Custody .00
03/05/21 17ca Change of Address Information for .00
Guardianships
03/05/21 misc Miscellaneous Filing .00
03/05/21 Receipt 568495 88.00
03/05/21 dr Digital Record of Hearing AAC .00
03/05/21
Zoom
03/08/21 cb COST BILL .00
03/08/21 igf Indigent Guardianship Fund 30.00
03/08/21 adl Additional Letters of Authority 2.00
03/08/21 17d Magistrate's Decision AAC .00
-The app of Nicole Horston is DENIED.
Erik Brunckhorst is appt guardian of the
estate of Denise L. Carey. Bond set @
03/08/21 ex $120000.00 .00
03/08/21 17b Notice To Attorneys and Parties .00
03/08/21 17c Findings of Fact .00
03/08/21 17n Entry Adopting Magistrate's Decision AAC 5.00
03/08/21 cos Certificate of Service .00
03/08/21 15.5 Entry Appointing Guardian, Letter of AAC 5.00
Authority
BRUNCKHORST, ERIK J. (fidy)
03/08/21 15.9 Oath of Guardian .00
03/08/21 4.2 Fiduciary's Bond/OH Casualty Ins Co 120000.00 .00
Seibertkeck
P Koehler
03/08/21 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
03/08/21 att Credability & Signature Pages .00
03/08/21 Receipt 568579 103.70
03/08/21 dr Digital Record of Hearing AAC .00
03/08/21
Zoom
03/15/21 15c Application to Release Funds to Guardian .00
03/15/21 15d Entry Authorizing Release of Funds 6000.00 5.00
Stone
03/15/21 cc Certified Copy 1.00
03/15/21 Receipt 568956 6.00
03/18/21 Pay out made through bookkeeper # 0000067859 .00
ACCT #: 000000000209 10.00
04/07/21 6.0 Inventory 211606.60 7.00
BRUNCKHORST, ERIK J. (fidy)
04/08/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/08/21 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial)
04/08/21 cc Certified Copy 2.00
04/08/21 Receipt 570225 24.00
05/07/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/07/21 eb Exhibit A-E .00
05/07/21 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
05/07/21 Receipt 571629 15.00
06/25/21 m Motion for a status conference to review .00
the financial and care plan for Denise
L. Carey
06/25/21 1e Entry Setting Hearing 08/04/2021 5.00
BRUNCKHORST, ERIK J. (fidy)
06/25/21 eb Exhibit A .00
06/28/21 Receipt 574033 5.00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/20/21 misc Supplement to motion for hearing .00
07/20/21 cos Certificate of Service .00
07/20/21 eb Exhibit A .00
07/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/22/21 att Attachments .00
07/22/21 15bn Entry Authorizing Expenditure of Funds 100.00/mnth 5.00
(Non-Custodial) 400.00
236.75
50.00
07/22/21 cc Certified Copy 1.00
07/22/21 Receipt 575304 16.00
08/05/21 mo Magistrate's Order Continuing Status 09/28/2021 5.00
Conference via zoom 2:00 PM
08/05/21 eb Exhibit A .00
08/05/21 cos Certificate of Service .00
08/26/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/26/21 att Attachments .00
08/26/21 15bn Entry Authorizing Expenditure of Funds AAC 5.00
(Non-Custodial)
08/26/21 cc Certified Copy 3.00
08/26/21 Receipt 576987 8.00
09/03/21 Receipt 577382 15.00
09/28/21 dr Digital Record of Hearing MKB .00
09/28/21
Zoom
10/01/21 mo Magistrate's Order Continuing Status 11/24/2021 5.00
Conference 10:30 AM
10/01/21 eb Exhibit A .00
10/01/21 cos Certificate of Service .00
10/08/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
10/08/21 eb Exhibit A & B .00
10/13/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/13/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
10/13/21 eb Exhibit .00
10/13/21 cc Certified Copy 1.00
10/14/21 Receipt 579300 16.00
10/15/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/15/21 att Attachments .00
10/15/21 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial)
10/15/21 cc Certified Copy 1.00
10/15/21 Receipt 579405 16.00
10/18/21 16k Notice to File Sent To fidy 1.00
10/26/21 Receipt 579795 10.00
11/09/21 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
11/09/21 22p Annual Guardianship Plan .00
11/10/21 asoe Application to Extend Time to File .00
Expert Evaluation
11/10/21 esoe Entry Extending Time to File Expert 02/14/2022 5.00
Evaluation
FCGSB, BY DESIGNEE (fidy)
11/10/21 cc Certified Copy 5.00
11/10/21 Receipt 580679 16.00
11/18/21 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
11/18/21 att Attachments .00
11/18/21 15bn Entry Authorizing Expenditure of Funds 1907.28 5.00
(Non-Custodial)
11/29/21 dr Digital Record of Hearing MKB .00
11/24/2021 ZOOM
11/29/21 Receipt 581383 15.00
12/03/21 mo Magistrate's Order Continuing Status 02/23/2022 5.00
Conference 2:00 PM
12/03/21 eb Exhibit A .00
12/03/21 cos Certificate of Service .00
12/10/21 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
01/10/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/10/22 15bn Entry Authorizing Expenditure of Funds 213.63 5.00
(Non-Custodial) 350.00
350.00/mnth
01/10/22 cc Certified Copy 1.00
01/10/22 Receipt 583369 16.00
02/09/22 13k Notice to File Account 0090590 1.00
02/10/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/10/22 att Attachments .00
02/10/22 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial)
02/10/22 Receipt 584834 16.00
02/24/22 1da Application for Continuance of Hearing .00
02/24/22 1de Entry Continuing Hearing 04/11/2022 5.00
2:00 PM
FCGSB, BY DESIGNEE (fidy)
02/24/22 eb Exhibit A .00
02/24/22 cos Certificate of Service .00
03/04/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/04/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
03/04/22 att Attachments .00
03/04/22 Receipt 585966 15.00
03/04/22 cc Certified Copy 1.00
03/04/22 Receipt 585990 1.00
03/21/22 l LETTER: .00
Vouchers, bank statements and Court cost
03/21/22 Receipt 586954 10.00
03/28/22 13a Fiduciary's Partial Account 01 22.00
BRUNCKHORST, ERIK J. (fidy)
03/28/22 13.1 Receipts and Disbursements .00
03/28/22 13.2 Assets Remaining in Fiduciary's Hands 193472.97 .00
03/28/22 ex Extra Pages 1.00
03/28/22 Receipt 587420 23.00
03/29/22 13e Entry Setting Hearing on Account .00
04/19/22 mo Magistrate's Order Authorizing a More 05/03/2022 5.00
Restrictive Placement & Continuing 9:30 AM
Status Conference
04/19/22 eb Exhibit A .00
04/19/22 cos Certificate of Service .00
04/19/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/19/22 15bn Entry Authorizing Expenditure of Funds 1800.00 5.00
(Non-Custodial)
04/22/22 Receipt 588775 15.00
04/22/22 Void Receipt 588775 15.00
04/22/22 Receipt 588797 15.00
04/22/22 1cd Application for Fiduciary Fees of Estate 10.00
Erik Brunchorst
04/22/22 fs Fee Schedule .00
04/22/22 ex Extra Pages 13.00
04/22/22 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
04/22/22 1cc Consent to Attorney Fees .00
Erik Brunckhorst
04/22/22 fs Fee Schedule 8.00
04/25/22 Pay out made through bookkeeper # 0000071836 .00
ACCT #: 000000000209 1.00
04/25/22 l LETTER: 04/22/2022 .00
04/25/22 1cd Application for Extraordinarys Guardian 10.00
of the Estate Fees
Erik Brunchorst
04/25/22 fs Fee Schedule 12.00
05/02/22 Receipt 589193 22.00
05/05/22 dr Digital Record of Hearing MKB .00
5/3/22 ZOOM
05/09/22 13h Judgment Entry Approving Partial Account .00
05/10/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/10/22 att Attachments .00
05/10/22 15bn Entry Authorizing Expenditure of Funds 200.00 5.00
(Non-Custodial)
05/10/22 cc Certified Copy 1.00
05/10/22 Receipt 589716 16.00
05/26/22 Receipt 590529 46.00
05/27/22 Pay out made through bookkeeper # 0000072189 .00
ACCT #: 000000000209 5.00
06/09/22 ge Entry Setting Hearing 07/06/2022 .00
Application for fees 3:30 P.M.
06/09/22 eb Exhibit A .00
Zoom invite
06/09/22 cos Certificate of Service .00
06/17/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/17/22 att Attachments .00
06/17/22 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
06/17/22 cc Certified Copy 1.00
06/17/22 Receipt 591621 16.00
07/07/22 dr Digital Record of Hearing MKB .00
7/6/22 ZOOM
07/12/22 mo Magistrate's Order MB 5.00
-filing deadline 07/27/2022
07/12/22 cos Certificate of Service .00
08/23/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/23/22 att Attachments .00
08/23/22 15bn Entry Authorizing Expenditure of Funds 1000.00 5.00
(Non-Custodial) 250.00
100.00
08/23/22 cc Certified Copy 1.00
08/23/22 Receipt 594747 16.00
10/11/22 1ae Entry Increasing Bond 200000.00 5.00
OCI Company
10/11/22 16k Notice to File Sent To fidy 1.00
10/11/22 4.2 Fiduciary's Bond 320000.00 .00
OCI Company
10/11/22 poa Power of Attorney .00
Ohio Casualty Insurance Company
10/17/22 Receipt 597561 11.00
10/25/22 nc Notice of Change of Address of: .00
Denise Carey
10/27/22 cor Correspondence Received (NOT EVIDENCE) .00
10/28/22 mo Magistrate's Order MKB 5.00
10/28/22 cos Certificate of Service .00
10/28/22 14.7 Application to Extend Time to File .00
Report
10/28/22 14.8 Entry Extending Time to File Report/ 02/28/2023 5.00
- Extending Hearing
FCGSB, BY DESIGNEE (fidy)
10/31/22 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/15/22 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
11/15/22 22p Annual Guardianship Plan .00
11/16/22 22ni Investigator Review of Guardian's Report .00
12/16/22 1ca Application for Attorney Fees AMENDED 10.00
Erik Brunckhorst
12/16/22 1cc Consent to Attorney Fees .00
Erik Brunckhorst
12/16/22 fs Fee Schedule .00
12/16/22 1cd Application for Fiduciary Fees AMENDED 10.00
Erik Brunckhorst
12/16/22 1cc Consent to Attorney Fees .00
Erik Brunckhorst
12/16/22 fs Fee Schedule 12.00
12/16/22 17d Magistrate's Decision Approving Guardian MCD .00
Fees; & Approving in Part Extraordinary
Guardian Fees & Attorney Fees
12/16/22 17b Notice To Attorneys and Parties .00
12/16/22 17c Findings of Fact .00
12/16/22 cos Certificate of Service .00
12/27/22 soe Statement of Expert Evaluation .00
BRUNCKHORST, ERIK J. (fidy)
12/28/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
bbypass
12/28/22 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
01/03/23 cc Certified Copy 1.00
01/03/23 Receipt 601098 16.00
01/23/23 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
01/23/23 att Attachments .00
01/23/23 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial) AMENDED
01/23/23 ref No Refund Issued: $1.00 or less 1.00
01/23/23 Receipt 602087 16.00
02/07/23 Receipt 602900 47.00
03/01/23 13k Notice to File Account 0090590 1.00
03/06/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/06/23 15bn Entry Authorizing Expenditure of Funds 140.00 5.00
(Non-Custodial) 500.00
400.00
03/13/23 Receipt 604576 16.00
03/30/23 cc Certified Copy 2.00
04/11/23 Receipt 606134 2.00
04/17/23 1ca Application for Attorney Fees 10.00
Erik Brunchorst 7855.00
223.76
04/17/23 fs Fee Schedule 1.00
04/17/23 1cd Application for Fiduciary Fees 10.00
Erik Brunckhorst 2637.87
04/17/23 fs Fee Schedule 6.00
04/20/23 l LETTER: .00
Need bank statements cannot take
receipts, a statement for assets
remaining and court cost. Return account
04/20/23 Receipt 606733 27.00
04/21/23 Pay out made through bookkeeper # 0000075625 .00
ACCT #: 000000000209 26.00
05/01/23 13a Fiduciary's Partial Account 02 22.00
BRUNCKHORST, ERIK J. (fidy)
05/01/23 13.1 Receipts and Disbursements .00
05/01/23 13.2 Assets Remaining in Fiduciary's Hands 115995.16 .00
05/01/23 ex Extra Pages 1.00
05/01/23 Receipt 607189 23.00
05/02/23 13e Entry Setting Hearing on Account .00
05/02/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/02/23 15bn Entry Authorizing Expenditure of Funds 750.00 5.00
(Non-Custodial) 22.00
05/02/23 cc Certified Copy 1.00
05/02/23 Receipt 607231 16.00
05/02/23 1b Application to Reduce Bond 5.00
05/02/23 1be Entry to Reduce Bond 250000.00 5.00
Libty Mutual
05/19/23 Receipt 608203 10.00
06/06/23 mo Magistrate's Order Approving Attorney MB 5.00
Fees in Part
-see dec
06/06/23 cos Certificate of Service .00
06/12/23 13h Judgment Entry Approving Partial Account .00
06/21/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/21/23 att Attachments .00
06/21/23 15bn Entry Authorizing Expenditure of Funds 2000.00/mnth 5.00
(Non-Custodial) 481.00
06/21/23 cc Certified Copy 1.00
06/21/23 Receipt 609697 16.00
06/28/23 27.15 Acknowledgment of Successor Guardianship .00
Application from the GSB
07/10/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/10/23 att Attachments .00
07/10/23 15bn Entry Authorizing Expenditure of Funds 4000.00 5.00
(Non-Custodial) 2000.00
07/10/23 cc Certified Copy 1.00
07/10/23 Receipt 610581 16.00
07/12/23 Receipt 610696 5.00
08/10/23 mo Magistrate's Order Beaver 5.00
08/10/23 eb Exhibit A .00
Zoom invite 10/4/2023
9:00 a.m.
08/10/23 02 Forms 10.00
08/10/23 03 Docketing & Index 15.00
08/10/23 04 Computerized Legal Research 3.00
08/10/23 05 Computer Fee 10.00
08/10/23 07 Legal Aid Trust Fund 26.00
08/10/23 08 Dispute Resolution Fund 15.00
08/10/23 16 Special Projects Fund 15.00
08/10/23 gi Guardianship Investigator's Expense 75.00
08/10/23 17.0 Application for Appointment of Guardian 20.00
Cynthia Sims-Felton
08/10/23 15.0 Next of Kin .00
08/10/23 15.1 Waiver of Notice .00
Cynthia Sims-Felton
08/10/23 15.2 Guardian - Fiduciary's Acceptance .00
08/10/23 15.3 Affidavit of Additional Information .00
08/10/23 15.4 Guardian's Credibility Application .00
08/10/23 16.1 Affidavit of Custody .00
08/10/23 17ca Change of Address Information for .00
Guardianships
08/10/23 15.8 Adult Guardianship Service Information .00
08/10/23 cb COST BILL .00
08/10/23 misc Miscellaneous Filing .00
08/11/23 Receipt 612322 194.00
08/14/23 Pay out made through bookkeeper # 0000076915 .00
ACCT #: 000000000209 5.00
10/02/23 17.8 Investigator's Report .00
10/02/23 cos Certificate of Service von Frese 23.00
10/04/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/04/23 att Attachments .00
10/04/23 15bn Entry Authorizing Expenditure of Funds 2285.00 5.00
(Non-Custodial) 150.00/month
10/04/23 cc Certified Copy 1.00
10/04/23 Receipt 614945 16.00
10/04/23 dr Digital Record of Hearing MKB .00
10/04/2023 / Zoom
10/04/23 dr Digital Record of Hearing MKB .00
10/04/2023 / Zoom
10/10/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/10/23 mo Magistrate's Order Denying Guardianship Beaver 5.00
application
10/17/23 16k Notice to File Sent To fidy 1.00
10/19/23 cos Certificate of Service .00
Magistrate Order mailed out
10/25/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/25/23 15bn Entry Authorizing Expenditure of Funds 10000.00 5.00
(Non-Custodial) 300.00
200.00
150.00
10/25/23 Receipt 615955 39.00
11/20/23 9.7 Application to Transfer Motor Vehicle .00
11/20/23 9.8 Entry Approving Transfer of Motor 2011 5.00
Vehicle TOYOTA
11/20/23 cc Certified Copy 1.00
11/27/23 23k Notice to File Expert Evaluation Sent To fidy 1.00
12/15/23 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
12/15/23 22p Annual Guardianship Plan .00
12/18/23 asoe Application to Extend Time to File .00
Expert Evaluation
12/18/23 esoe Entry Extending Time to File Expert 04/15/2024 5.00
Evaluation
FCGSB, BY DESIGNEE (fidy)
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/29/23 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
12/29/23 att Attachments .00
12/29/23 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
12/29/23 cc Certified Copy 1.00
12/29/23 Receipt 619203 18.00
01/10/24 ref No Refund Issued: $1.00 or less 1.00
01/10/24 Receipt 619620 11.00
01/19/24 Receipt 620061 10.00
01/22/24 22ni Investigator Review of Guardian's Report .00
02/09/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/09/24 att Attachments .00
02/09/24 15bn Entry Authorizing Expenditure of Funds 800.00 5.00
(Non-Custodial) 8000.00
02/09/24 cc Certified Copy 1.00
02/09/24 Receipt 621170 16.00
04/01/24 13k Notice to File Account 0090590 1.00
04/01/24 1ca Application for Attorney Fees 10.00
Erik Brunckhorst. 5330.00
268.20
04/01/24 1cc Consent to Attorney Fees 5330.00 .00
268.20
04/01/24 fs Fee Schedule .00
04/01/24 morf Magistrate's Order Regarding Fees 5330.00 .00
268.20
04/01/24 1cd Application for Fiduciary Fees 10.00
Erik Brunckhorst. 3996.04
0.00
04/01/24 1cc Consent to Attorney Fees 3996.04 .00
0.00
04/01/24 fs Fee Schedule .00
04/01/24 morf Magistrate's Order Regarding Fees 3996.04 .00
0.00
04/01/24 13a Fiduciary's Partial Account 03 22.00
BRUNCKHORST, ERIK J. (fidy)
04/01/24 13.1 Receipts and Disbursements .00
04/01/24 13.2 Assets Remaining in Fiduciary's Hands 61304.07 .00
04/02/24 13e Entry Setting Hearing on Account .00
04/02/24 Receipt 623778 43.00
04/02/24 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
04/03/24 Pay out made through bookkeeper # 0000079050 .00
ACCT #: 000000000209 10.00
04/03/24 Pay out made through bookkeeper # 0000079051 .00
ACCT #: 000000000209 7.00
05/13/24 13h Judgment Entry Approving Partial Account .00
06/14/24 15c Application to Release Funds to Guardian .00
06/14/24 15d Entry Authorizing Release of Funds 2500.00/mnth 5.00
06/14/24 cc Certified Copy 1.00
06/24/24 15c Application to Release Funds to Guardian .00
06/24/24 15d Entry Authorizing Release of Funds 5.00
Park National Bank Acct. # 5903 to Acct. 2500.00
# 3200
06/24/24 cc Certified Copy 1.00
06/24/24 Receipt 627937 12.00
06/24/24 50m Application to Terminate Guardianship of 10.00
the Estate upon Completing a Medicaid &
Spend Down
06/24/24 mem Memorandum in Support .00
06/24/24 eb Exhibits A & B .00
06/24/24 cos Certificate of Service .00
06/24/24 e Entry MKB 5.00
-Motion is DENIED as not yet ripe, and
should be resubmitted after the spend
down is actually completed.
06/24/24 cos Certificate of Service .00
06/25/24 Receipt 628030 15.00
06/26/24 Pay out made through bookkeeper # 0000079826 .00
ACCT #: 000000000209 15.00
07/18/24 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
07/18/24 1cc Consent to Attorney Fees .00
Erick Brunckhorst
07/18/24 fs Fee Schedule .00
07/18/24 morf Magistrate's Order Regarding Fees 3250.00 .00
07/18/24 1cd Application for Fiduciary Fees 10.00
Erik Brunckhorst
07/18/24 1cc Consent to Attorney Fees .00
Erik Brunckhorst
07/18/24 fs Fee Schedule .00
07/18/24 morf Magistrate's Order Regarding Fees 2062.46 .00
07/19/24 Receipt 629225 20.00
07/22/24 Pay out made through bookkeeper # 0000080062 .00
ACCT #: 000000000209 11.00
11/14/24 2.1 Notice Regarding Accountings .00
11/14/24 m Motion to Create Special Needs Trust .00
11/14/24 mem Memorandum in Support .00
11/14/24 eb Exhibits 6.00
11/14/24 e Entry MKB 5.00
-guardian shall file an appp to appoint
trustee and other requisite forms
11/14/24 cos Certificate of Service .00
11/15/24 Receipt 635266 11.00
11/18/24 16k Notice to File Sent To fidy 1.00
11/18/24 Pay out made through bookkeeper # 0000081199 .00
ACCT #: 000000000209 104.00
12/09/24 13a Fiduciary's Partial Account 04 22.00
BRUNCKHORST, ERIK J. (fidy)
12/09/24 13.1 Receipts and Disbursements .00
12/09/24 13.2 Assets Remaining in Fiduciary's Hands 28504.20 .00
12/10/24 13e Entry Setting Hearing on Account .00
12/10/24 Receipt 636401 22.00
12/23/24 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
12/23/24 22p Annual Guardianship Plan .00
12/27/24 22ni Investigator Review of Guardian's Report .00
01/21/25 13h Judgment Entry Approving Partial Account .00
03/03/25 23k Notice to File Expert Evaluation Sent To fidy 1.00
03/12/25 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/25/25 15c Application to Release Funds .00
08/25/25 15d Entry Authorizing Release of Funds MKB 5.00
First Nat Bank Cert of Deposit 20000.00
08/25/25 Receipt 650070 12.00
09/02/25 15.0 Next of Kin .00
09/26/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/26/25 15bn Entry Authorizing Expenditure of Funds 300.00/mnth 5.00
(Non-Custodial) 400.00/mnth
TAS
09/26/25 Receipt 651891 15.00
11/14/25 13k Notice to File Account 0090590 1.00
11/21/25 1cd Application for Fiduciary Fees 10.00
FCGSB
11/21/25 morf Magistrate's Order Regarding Guard Fees 2000.00 .00
-fees & cost allowed out of Special TAS
Needs Trust
11/24/25 16k Notice to File Sent To fidy 1.00
11/25/25 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
11/25/25 22p Annual Guardianship Plan .00
12/08/25 22ni Investigator Review of Guardian's Report .00
12/23/25 2.1 Notice of Continuing Guardianship .00
12/23/25 13a Fiduciary's Partial Account 05 22.00
BRUNCKHORST, ERIK J. (fidy)
12/23/25 13.1 Receipts and Disbursements .00
12/23/25 13.2 Assets Remaining in Fiduciary's Hands 43419.58 .00
12/23/25 morf Magistrate's Order Regarding Fees .00
12/23/25 1cd Application for Fiduciary Fees of Estate 5411.00 10.00
Erik Brunckhorst 2786.25
12/23/25 morf Magistrate's Order Regarding Guard Fees 942.88 .00
MBD
12/23/25 1ca Application for Attorney Fees 16.00
Erik Brunchhorst
12/23/25 1cc Consent to Attorney Fees .00
Erik Brunckhorst
12/23/25 fs Fee Schedule .00
12/23/25 Receipt 657074 65.00
01/16/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/16/26 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
01/16/26 eb Exhibit-Vince Dowdle & Associates .00
01/16/26 Receipt 658179 15.00
02/05/26 13h Judgment Entry Approving Partial Account .00
02/12/26 23k Notice to File Expert Evaluation Sent To fidy 1.00
BYPASS
02/13/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/13/26 att Attachments .00
02/13/26 15bn Entry Authorizing Expenditure of Funds 625.00 5.00
(Non-Custodial) TAS
02/13/26 Receipt 659731 15.00
03/30/26 asoe Application to Extend Time to File .00
Expert Evaluation
03/30/26 esoe Entry Extending Time to File Expert 06/24/2026 5.00
Evaluation
FCGSB, BY DESIGNEE (fidy)
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/10/26 asoe Application to Extend Time to File .00
Expert Evaluation
06/10/26 esoe Entry Extending Time to File Expert 07/31/2026 5.00
Evaluation
BRUNCKHORST, ERIK J. (fidy)
07/01/26 23k Notice to File Expert Evaluation 0090590 1.00
07/30/26 1fa Application to Extend Time .00
07/30/26 esoe Entry Extending Time to File Expert 10/01/2026 5.00
Evaluation
FCGSB, BY DESIGNEE (fidy)
BALANCE DUE 17.00
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