|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
04/28/20
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
04/28/20
|
02
|
Forms
|
|
|
10.00
|
|
04/28/20
|
03
|
Docketing & Index
|
|
|
15.00
|
|
04/28/20
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
04/28/20
|
05
|
Computer Fee
|
|
|
10.00
|
|
04/28/20
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
04/28/20
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
04/28/20
|
gi
|
Guardianship Investigator's Expense
|
|
|
75.00
|
|
04/28/20
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
04/28/20
|
m
|
Motion To Expedite Hearing
|
|
|
.00
|
|
04/28/20
|
1e
|
Entry Setting Hearing
|
05/01/2020
|
|
5.00
|
|
|
|
expedited
|
9:00 am
|
|
|
|
04/28/20
|
cb
|
COST BILL
|
|
|
.00
|
|
04/28/20
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
04/28/20
|
15.0
|
Next of Kin
|
|
|
.00
|
|
04/28/20
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
Mary Olsen
|
|
|
|
|
04/28/20
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
Gregory Molda
|
|
|
|
|
04/28/20
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
Catherine Nelson
|
|
|
|
|
04/28/20
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
04/28/20
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
04/28/20
|
15.4
|
Guardian's Credibility Application
|
|
|
.00
|
|
04/28/20
|
fw
|
BCI & I Fingerprint Waiver
|
|
|
.00
|
|
04/28/20
|
16.1
|
Affidavit of Custody
|
|
|
.00
|
|
04/28/20
|
15.8
|
Adult Guardianship Service Information
|
|
|
.00
|
|
04/28/20
|
17ca
|
Change of Address Information for
|
|
|
.00
|
|
|
|
Guardianships
|
|
|
|
|
04/28/20
|
psoe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
04/28/20
|
dl
|
Copy of Driver's License of:
|
|
|
.00
|
|
|
|
Amy C. Wharton
|
|
|
|
|
04/28/20
|
|
Receipt
|
554345
|
199.00
|
|
|
04/29/20
|
mo
|
Magistrate's Order Appointing Special
|
|
|
5.00
|
|
|
|
Process Server
|
|
|
|
|
04/29/20
|
|
Pay out made through bookkeeper
|
# 0000064940
|
|
.00
|
|
|
|
ACCT #: 000000000209 2.00
|
|
|
|
|
04/30/20
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
- Catherine Nelson
|
|
|
|
|
|
|
- Michael Szostak
|
|
|
|
|
05/01/20
|
17.8
|
Investigator's Report
|
|
|
.00
|
|
05/01/20
|
cos
|
Certificate of Service
|
Jennifer
|
|
4.00
|
|
|
|
|
Kincaid,LSW
|
|
|
|
05/01/20
|
ros
|
Return of Service
|
|
|
.00
|
|
|
|
Brandie Allen, LSW
|
|
|
|
|
05/01/20
|
16.4
|
Notice to Prospective Ward of
|
|
|
.00
|
|
|
|
Application and Hearing.
|
|
|
|
|
05/04/20
|
15.2
|
Guardian - Fiduciary's Acceptance
|
|
|
.00
|
|
05/04/20
|
17d
|
Magistrate's Decision
|
Clous
|
|
.00
|
|
|
|
-Amy C. Wharton is hereby appointed
|
|
|
|
|
|
|
guardian of the person only of Stephanie
|
|
|
|
|
|
|
Molda. No bond is required.
|
|
|
|
|
05/04/20
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
05/04/20
|
17c
|
Findings of Fact
|
|
|
.00
|
|
05/04/20
|
17n
|
Entry Adopting Magistrate's Decision
|
Clous
|
|
5.00
|
|
05/04/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
05/11/20
|
cb
|
COST BILL
|
|
|
.00
|
|
05/11/20
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
05/11/20
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
5.00
|
|
|
|
Authority
|
|
|
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
05/11/20
|
15.9
|
Oath of Guardian
|
|
|
.00
|
|
05/11/20
|
rgg
|
Receipt of guardianship guide
|
|
|
.00
|
|
05/11/20
|
adl
|
Additional Letters of Authority
|
|
|
1.00
|
|
05/11/20
|
|
Receipt
|
554785
|
55.00
|
|
|
05/12/20
|
dr
|
Digital Record of Hearing
|
AAC
|
|
.00
|
|
|
|
5/1/2020 Hearing Room B
|
|
|
|
|
|
|
Time:9:04:09 am - 9:38:58 am
|
|
|
|
|
05/20/20
|
cb
|
COST BILL
|
|
|
.00
|
|
05/20/20
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
|
|
successor
|
|
|
|
|
05/20/20
|
02
|
Forms
|
|
|
10.00
|
|
05/20/20
|
03
|
Docketing & Index
|
|
|
15.00
|
|
05/20/20
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
05/20/20
|
05
|
Computer Fee
|
|
|
10.00
|
|
05/20/20
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
05/20/20
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
05/20/20
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
05/20/20
|
m
|
Motion To Expedite Hearing
|
|
|
.00
|
|
05/20/20
|
1e
|
Entry Setting Hearing
|
05/29/2020
|
|
5.00
|
|
|
|
|
2:00 pm
|
|
|
|
05/20/20
|
15.0
|
Next of Kin
|
|
|
.00
|
|
05/20/20
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
05/20/20
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
05/20/20
|
15.4
|
Guardian's Credibility Application
|
|
|
.00
|
|
05/20/20
|
16.1
|
Affidavit of Custody
|
|
|
.00
|
|
05/20/20
|
fw
|
BCI & I Fingerprint Waiver
|
|
|
.00
|
|
05/20/20
|
2.1
|
Notice Of Filing
|
|
|
.00
|
|
05/20/20
|
15.8
|
Adult Guardianship Service Information
|
|
|
.00
|
|
05/20/20
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
From Mark R. Reitz, Esq
|
|
|
|
|
05/20/20
|
gi
|
Guardianship Investigator's Expense
|
|
|
75.00
|
|
05/20/20
|
|
Receipt
|
555183
|
194.00
|
|
|
05/21/20
|
mo
|
Magistrate's Order Appointing Special
|
|
|
5.00
|
|
|
|
Process Server
|
|
|
|
|
05/21/20
|
|
Pay out made through bookkeeper
|
# 0000065124
|
|
.00
|
|
|
|
ACCT #: 000000000209 57.00
|
|
|
|
|
05/26/20
|
17.8
|
Investigator's Report
|
Jennifer
|
|
.00
|
|
|
|
|
Kincaid,LSW
|
|
|
|
05/26/20
|
ros
|
Return of Service
|
Raynn
|
|
.00
|
|
|
|
|
Fuller
|
|
|
|
05/27/20
|
mo
|
Magistrate's Order
|
Clouse
|
|
5.00
|
|
|
|
Setting Remote Hearing
|
05/29/2020
|
|
|
|
|
|
|
2:00 P.M.
|
|
|
|
05/27/20
|
eb
|
Exhibit
|
A
|
|
.00
|
|
|
|
Instructions and Zoom information
|
|
|
|
|
05/27/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
Mark R. Reitz, Esq
|
|
|
|
|
05/29/20
|
17d
|
Magistrate's Decision
|
|
|
.00
|
|
|
|
- Accordingly, Mark R Reitz is hereby
|
AAC
|
|
|
|
|
|
appointed guardian of the estate only of
|
|
|
|
|
|
|
Stephanie Molda. Initial bond set at
|
|
|
|
|
05/29/20
|
ex
|
$40,000.00. THe guardian of the estate
|
|
|
.00
|
|
|
|
shall file additional bond in the
|
|
|
|
|
|
|
amount of $980,000.00 with in 30 days.
|
|
|
|
|
05/29/20
|
17c
|
Findings of Fact
|
|
|
.00
|
|
05/29/20
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
05/29/20
|
17n
|
Entry Adopting Magistrate's Decision
|
|
|
5.00
|
|
05/29/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
06/16/20
|
rmr
|
Regular Mail Returned/Not Complete
|
|
|
.00
|
|
06/16/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
07/01/20
|
cb
|
COST BILL
|
|
|
.00
|
|
07/01/20
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
07/01/20
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
07/01/20
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
5.00
|
|
|
|
Authority
|
|
|
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
07/01/20
|
4.2
|
Fiduciary's Bond
|
40000.00
|
|
.00
|
|
|
|
|
CBS
|
|
|
|
07/01/20
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
07/01/20
|
att
|
Attachments
|
|
|
.00
|
|
|
|
creditability & signature pages
|
|
|
|
|
07/01/20
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
07/01/20
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
07/01/20
|
cc
|
Certified Copy
|
|
|
1.00
|
|
07/01/20
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
07/01/20
|
1ae
|
Entry Increasing Bond
|
985000.00
|
|
5.00
|
|
|
|
|
CBS
|
|
|
|
07/01/20
|
4.2
|
Fiduciary's Bond/RLI Surety
|
1025000.00
|
|
.00
|
|
|
|
|
CBS
|
|
|
|
|
|
|
C Carmell
|
|
|
|
07/01/20
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
07/01/20
|
att
|
Attachments
|
|
|
.00
|
|
|
|
creditability & signature pages
|
|
|
|
|
07/01/20
|
|
Receipt
|
556896
|
63.00
|
|
|
07/02/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
Estate
|
|
|
|
|
07/07/20
|
dr
|
Digital Record of Hearing
|
|
|
.00
|
|
|
|
05/29/2020 Zoom
|
|
|
|
|
07/31/20
|
15.9
|
Oath of Guardian - From Hearing
|
|
|
.00
|
|
07/31/20
|
rgg
|
Receipt of guardianship guide
|
|
|
.00
|
|
|
|
From Hearing
|
|
|
|
|
08/21/20
|
1ae
|
Entry Increasing Bond
|
50000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
08/21/20
|
4.2
|
Fiduciary's Bond
|
1075000.00
|
|
.00
|
|
|
|
|
RLI
|
|
|
|
|
|
|
CBS
|
|
|
|
|
|
pypass
|
N Romanelli
|
|
|
|
08/21/20
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
08/21/20
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
08/21/20
|
6.0
|
Inventory
|
535447.81
|
|
7.00
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
08/21/20
|
|
Receipt
|
559069
|
7.00
|
|
|
08/21/20
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
For Court Costs
|
|
|
|
|
09/03/20
|
|
Receipt
|
559815
|
5.00
|
|
|
09/03/20
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
09/03/20
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
Mark R. Reitz
|
|
|
|
|
09/03/20
|
fs
|
Fee Schedule
|
|
|
3.00
|
|
09/03/20
|
morf
|
Magistrate's Order Regarding Fees
|
13855.29
|
|
.00
|
|
|
|
Kegler Brown Hill & Ritter
|
|
|
|
|
09/03/20
|
|
Receipt
|
559818
|
13.00
|
|
|
10/08/20
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
10/08/20
|
15bn
|
Entry Authorizing Expenditure of Funds
|
|
|
5.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
10/08/20
|
|
Receipt
|
561474
|
15.00
|
|
|
04/13/21
|
16ek
|
eNotice to File
|
0066764
|
|
.00
|
|
06/02/21
|
13ek
|
eNotice to File Account
|
0066764
|
|
.00
|
|
07/07/21
|
1ae
|
Entry Increasing Bond
|
104000.00
|
|
5.00
|
|
|
|
|
CBS
|
|
|
|
07/07/21
|
4.2
|
Fiduciary's Bond/ RLI
|
1179000.00
|
|
.00
|
|
|
|
|
CBS
|
|
|
|
|
|
|
N Romanelli
|
|
|
|
07/07/21
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
07/08/21
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
07/08/21
|
13a
|
Fiduciary's Partial Account
|
01
|
|
22.00
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
07/08/21
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/08/21
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
589025.55
|
|
.00
|
|
07/08/21
|
ex
|
Extra Pages
|
|
|
13.00
|
|
07/08/21
|
|
Receipt
|
574534
|
35.00
|
|
|
07/09/21
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
08/19/21
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
09/10/21
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
09/10/21
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
09/10/21
|
vcs
|
Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
Amy C Wharton
|
390452
|
|
|
|
09/10/21
|
vcs
|
Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
Mark R Reitz
|
390469
|
|
|
|
09/30/21
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
MRR
|
390469
|
|
|
|
11/02/21
|
15c
|
Application to Release Funds to Guardian
|
AMENDED
|
|
.00
|
|
11/02/21
|
15d
|
Entry Authorizing Release of Funds to
|
AMENDED
|
|
5.00
|
|
|
|
Guardian
|
|
|
|
|
11/02/21
|
cpi
|
Confidential Personal Identifiers
|
AMENDED
|
|
.00
|
|
11/02/21
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
11/02/21
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
11/02/21
|
fs
|
Fee Schedule
|
|
|
.00
|
|
11/02/21
|
morf
|
Magistrate's Order Regarding Fees
|
4255.16
|
|
.00
|
|
11/02/21
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
11/02/21
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
11/02/21
|
fs
|
Fee Schedule
|
|
|
3.00
|
|
11/02/21
|
morf
|
Magistrate's Order Regarding Fees
|
13412.52
|
|
.00
|
|
11/02/21
|
|
Receipt
|
580178
|
50.36
|
|
|
11/02/21
|
cpi
|
Confidential Personal Identifiers
|
AMENDED
|
|
.00
|
|
11/03/21
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
11/03/21
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
12/10/21
|
vcmw
|
Virtual Service Returned/NO SERVICE
|
|
|
.00
|
|
|
|
Unclaimed-Amy C Wharton.
|
|
|
|
|
12/10/21
|
rm
|
Regular Mail Sent
|
|
|
.00
|
|
01/11/22
|
51d
|
Motion to Allow Gifting
|
|
|
.00
|
|
01/11/22
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
01/11/22
|
eb
|
Exhibit A & B
|
|
|
5.00
|
|
01/11/22
|
1e
|
Entry Setting Hearing
|
02/23/2022
|
|
5.00
|
|
|
|
|
11:00 AM
|
|
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
01/11/22
|
eb
|
Exhibit A
|
|
|
.00
|
|
01/12/22
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
01/12/22
|
att
|
Attachments
|
|
|
.00
|
|
01/12/22
|
15bn
|
Entry Authorizing Expenditure of Funds
|
8543.00
|
|
5.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
01/12/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
01/12/22
|
|
Receipt
|
583513
|
16.00
|
|
|
01/12/22
|
|
Receipt
|
583519
|
10.00
|
|
|
01/24/22
|
|
Receipt
|
583947
|
5.00
|
|
|
02/17/22
|
aos
|
Affidavit of Service
|
|
|
.00
|
|
02/17/22
|
eb
|
Exhibit A-E
|
|
|
.00
|
|
02/17/22
|
2.2
|
Waiver of Notice to Gift/Transfer
|
|
|
.00
|
|
|
|
Mary Ann Olsen, Gregory J Molda, Amy
|
|
|
|
|
|
|
Wharton, Yolanda Benavidez, Michael Szos
|
|
|
|
|
|
|
tak
|
|
|
|
|
02/24/22
|
dr
|
Digital Record of Hearing
|
MKB
|
|
.00
|
|
|
|
2/23/22 ZOOM
|
|
|
|
|
03/04/22
|
51d
|
Motion to Allow Gifting
|
|
|
.00
|
|
03/04/22
|
51e
|
Entry Allowing Gifting
|
|
|
5.00
|
|
03/04/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
06/13/22
|
13ek
|
eNotice to File Account
|
0066764
|
|
.00
|
|
07/08/22
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
07/08/22
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
07/08/22
|
fs
|
Fee Schedule
|
|
|
4.00
|
|
07/08/22
|
morf
|
Magistrate's Order Regarding Fees
|
5966.11
|
|
.00
|
|
07/08/22
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
07/08/22
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
07/08/22
|
fs
|
Fee Schedule
|
|
|
.00
|
|
07/08/22
|
morf
|
Magistrate's Order Regarding Fees
|
13226.72
|
|
.00
|
|
07/08/22
|
eml
|
e-Mail Correspondence Received from:
|
|
|
.00
|
|
|
|
-
|
|
|
|
|
|
|
(NOT EVIDENCE)
|
|
|
|
|
07/08/22
|
13a
|
Fiduciary's Partial Account
|
02
|
|
22.00
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
07/08/22
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/08/22
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
626566.52
|
|
.00
|
|
07/08/22
|
ex
|
Extra Pages
|
|
|
13.00
|
|
07/08/22
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
07/11/22
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/14/22
|
1b
|
Application to Reduce Bond
|
|
|
5.00
|
|
07/14/22
|
1be
|
Entry to Reduce Bond
|
608000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
07/14/22
|
|
Receipt
|
592808
|
75.00
|
|
|
07/15/22
|
|
Pay out made through bookkeeper
|
# 0000072659
|
|
.00
|
|
|
|
ACCT #: 000000000209 136.00
|
|
|
|
|
08/22/22
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
10/04/22
|
16ek
|
eNotice to File
|
0066764
|
|
.00
|
|
11/04/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
11/23/22
|
l
|
LETTER: to Mark Reitz
|
|
|
.00
|
|
|
|
FROM: Gabrielle Wonnell
|
|
|
|
|
11/23/22
|
att
|
Attachment
|
|
|
.00
|
|
12/01/22
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
12/01/22
|
eb
|
Exhibit A
|
|
|
.00
|
|
12/01/22
|
15d
|
Entry Authorizing Release of Funds
|
33576.16
|
|
5.00
|
|
|
|
-Deposited into the Guardianship
|
|
|
|
|
|
|
Checking Account
|
|
|
|
|
12/01/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
12/01/22
|
ex
|
Extra Pages
|
|
|
4.00
|
|
12/01/22
|
|
Receipt
|
599819
|
10.00
|
|
|
12/22/22
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
12/22/22
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
12/22/22
|
l
|
LETTER:
|
|
|
.00
|
|
12/28/22
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
12/28/22
|
l
|
LETTER: to Amy Wharton
|
|
|
.00
|
|
12/29/22
|
|
Receipt
|
600959
|
5.00
|
|
|
06/13/23
|
13ek
|
eNotice to File Account
|
0066764
|
|
.00
|
|
06/29/23
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
06/29/23
|
att
|
Attachments
|
|
|
.00
|
|
06/29/23
|
15d
|
Entry Authorizing Release of Funds
|
25891.88
|
|
5.00
|
|
06/29/23
|
cc
|
Certified Copy
|
|
|
1.00
|
|
06/29/23
|
|
Receipt
|
610172
|
6.00
|
|
|
06/29/23
|
|
Void Receipt
|
610172
|
|
6.00
|
|
06/29/23
|
|
Receipt
|
610187
|
6.00
|
|
|
06/30/23
|
|
Pay out made through bookkeeper
|
# 0000076333
|
|
.00
|
|
|
|
ACCT #: 000000000209 4.00
|
|
|
|
|
07/06/23
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
07/06/23
|
13a
|
Fiduciary's Partial Account
|
03
|
|
36.00
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
07/06/23
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/06/23
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
268702.46
|
|
.00
|
|
07/06/23
|
|
Receipt
|
610442
|
36.00
|
|
|
07/07/23
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/07/23
|
|
Pay out made through bookkeeper
|
# 0000076423
|
|
.00
|
|
|
|
ACCT #: 000000000209 168.00
|
|
|
|
|
08/03/23
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
08/03/23
|
fs
|
Fee Schedule
|
|
|
.00
|
|
08/03/23
|
morf
|
Magistrate's Order Regarding Fees
|
|
|
.00
|
|
08/03/23
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
Received 07/19/2023
|
|
|
|
|
08/03/23
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
08/03/23
|
fs
|
Fee Schedule
|
|
|
.00
|
|
08/03/23
|
morf
|
Magistrate's Order Regarding Fees
|
|
|
.00
|
|
08/03/23
|
|
Receipt
|
611861
|
20.00
|
|
|
08/17/23
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
08/22/23
|
app
|
Application to make second gift or
|
|
|
.00
|
|
|
|
transfer of Ward's property
|
|
|
|
|
08/22/23
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
08/22/23
|
1e
|
Entry Setting Hearing
|
09/28/2023
|
|
5.00
|
|
|
|
|
10:00 AM
|
|
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
08/22/23
|
eb
|
Exhibit A
|
|
|
.00
|
|
08/22/23
|
|
Receipt
|
612869
|
5.00
|
|
|
08/23/23
|
|
Pay out made through bookkeeper
|
# 0000076999
|
|
.00
|
|
|
|
ACCT #: 000000000209 10.00
|
|
|
|
|
09/28/23
|
51e
|
Entry Approving Application to Make 2nd
|
HJW
|
|
5.00
|
|
|
|
Gift/Transfer
|
|
|
|
|
09/28/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
09/28/23
|
cos
|
Certificate of Service
|
|
|
.00
|
|
09/28/23
|
dr
|
Digital Record of Hearing
|
HJW
|
|
.00
|
|
|
|
09/28/2023 / Zoom
|
|
|
|
|
10/03/23
|
aos
|
Affidavit of Service
|
|
|
.00
|
|
10/03/23
|
eb
|
Exhibit A
|
|
|
.00
|
|
10/03/23
|
2.2
|
Waiver of Notice & Consent to Gift/
|
|
|
.00
|
|
|
|
Transfer
|
|
|
|
|
10/03/23
|
ex
|
Mary Ann Olsen, Gregory J. Molda, Sarah
|
|
|
.00
|
|
|
|
E. Szostak, Amy Wharton, and Cheryl
|
|
|
|
|
|
|
Crumley (Bank of America)
|
|
|
|
|
10/03/23
|
att
|
Attachments
|
|
|
8.00
|
|
10/03/23
|
|
Receipt
|
614862
|
5.00
|
|
|
10/11/23
|
|
Receipt
|
615261
|
8.00
|
|
|
11/27/23
|
16ek
|
eNotice to File
|
0066764
|
|
.00
|
|
12/21/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
04/03/24
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
04/03/24
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
04/03/24
|
vcs
|
Virtual Service Mail Sent
|
|
|
7.40
|
|
|
|
Amy C Wharton
|
555349
|
|
|
|
04/03/24
|
vcs
|
Virtual Service Mail Sent
|
|
|
7.40
|
|
|
|
Mark R Reitz
|
555356
|
|
|
|
05/07/24
|
vcmw
|
Virtual Service Returned/NO SERVICE
|
|
|
.00
|
|
|
|
WHARTON, AMY C.-Unclaimed.
|
|
|
|
|
05/07/24
|
rm
|
Regular Mail Sent
|
|
|
.00
|
|
05/17/24
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
05/17/24
|
17.1d
|
Application to Dispense with Subsequent
|
|
|
.00
|
|
|
|
Statements of Expert Evaluation
|
|
|
|
|
05/17/24
|
17.1e
|
Entry Dispensing with the Filing of
|
|
|
5.00
|
|
|
|
Subsequent Statements of Expert
|
|
|
|
|
|
|
Evaluation
|
|
|
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
05/22/24
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
06/10/24
|
13ek
|
eNotice to File Account
|
0066764
|
|
.00
|
|
07/12/24
|
l
|
LETTER:Cover Letter. 07/09/2024
|
|
|
.00
|
|
07/12/24
|
1b
|
Application to Reduce Bond
|
|
|
5.00
|
|
07/12/24
|
1be
|
Entry to Reduce Bond
|
440000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
07/12/24
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
07/12/24
|
13a
|
Fiduciary's Partial Account
|
04
|
|
22.00
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
07/12/24
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
07/12/24
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
219886.88
|
|
.00
|
|
07/12/24
|
ex
|
Extra Pages
|
|
|
12.00
|
|
07/12/24
|
|
Receipt
|
628815
|
73.80
|
|
|
07/15/24
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/15/24
|
|
Pay out made through bookkeeper
|
# 0000080004
|
|
.00
|
|
|
|
ACCT #: 000000000209 19.00
|
|
|
|
|
07/22/24
|
l
|
LETTER: cover 07/10/2024
|
|
|
.00
|
|
07/22/24
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
|
|
Kegler, Brown, Hill & Ritter/Mark Ritter
|
|
|
|
|
07/22/24
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
Mark Reitz & Amy Wharton
|
|
|
|
|
07/22/24
|
att
|
Attachments
|
|
|
.00
|
|
07/22/24
|
fs
|
Fee Schedule
|
|
|
4.00
|
|
07/22/24
|
morf
|
Magistrate's Order Regarding Fees
|
11627.26
|
|
.00
|
|
07/22/24
|
1cd
|
Application for Fiduciary Fees of Estate
|
|
|
10.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
07/22/24
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
Mark Reitz & Amy Wharton
|
|
|
|
|
07/22/24
|
morf
|
Magistrate's Order Regarding Fees
|
3197.11
|
|
.00
|
|
07/22/24
|
cos
|
Certificate of Service
|
|
|
.00
|
|
07/30/24
|
|
Receipt
|
629739
|
20.00
|
|
|
08/26/24
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
11/06/24
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
11/06/24
|
att
|
Attachments
|
|
|
2.00
|
|
11/06/24
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
|
|
-To be directly deposited into the
|
27419.47
|
|
|
|
|
|
Guardianship Checking Account
|
|
|
|
|
11/06/24
|
cc
|
Certified Copy
|
|
|
1.00
|
|
11/06/24
|
|
Receipt
|
634838
|
6.00
|
|
|
11/26/24
|
|
Receipt
|
635842
|
6.00
|
|
|
01/22/25
|
app
|
Application to Make Third Gift or
|
|
|
.00
|
|
|
|
Transfer of Ward's Property
|
|
|
|
|
01/22/25
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
01/22/25
|
1e
|
Entry Setting Hearing
|
02/25/2025
|
|
5.00
|
|
|
|
|
3:30 PM
|
|
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
01/22/25
|
eb
|
Exhibit A
|
|
|
.00
|
|
01/22/25
|
cos
|
Certificate of Service
|
|
|
.00
|
|
01/22/25
|
l
|
LETTER: 01/14/2025
|
|
|
.00
|
|
|
|
TO: FCPC
|
|
|
|
|
|
|
FROM: Mark R. Reitz
|
|
|
|
|
01/23/25
|
|
Receipt
|
638485
|
5.00
|
|
|
01/24/25
|
|
Pay out made through bookkeeper
|
# 0000081786
|
|
.00
|
|
|
|
ACCT #: 000000000209 10.00
|
|
|
|
|
02/25/25
|
dr
|
Digital Record of Hearing
|
EMM
|
|
.00
|
|
|
|
02/25/2025 / Zoom
|
|
|
|
|
02/26/25
|
aos
|
Affidavit of Service
|
|
|
.00
|
|
02/26/25
|
eb
|
Exhibit A
|
|
|
.00
|
|
02/26/25
|
2.2
|
Waiver of Notice & Consent to Gift/
|
|
|
.00
|
|
|
|
Transfer: Stephanie A. Molda, Gregory J.
|
|
|
|
|
|
|
Molda, Bank of America, Mary Ann Olsen,
|
|
|
|
|
|
|
& Sarah E. Szostak
|
|
|
|
|
03/04/25
|
e
|
Entry Approving App to Make Third Gift/
|
EMM
|
|
5.00
|
|
|
|
Transfer
|
|
|
|
|
03/04/25
|
aos
|
Affidavit of Service
|
|
|
.00
|
|
03/04/25
|
c1
|
Waiver of Notice & Consent to Gift/Trans
|
|
|
.00
|
|
|
|
Stephanuie A Molda, Gregory J Molda,
|
|
|
|
|
|
|
Mary Ann Olsen, & Sarah E Szostak
|
|
|
|
|
03/13/25
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2024
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
04/15/25
|
nc
|
Notice of Change of Address of:
|
|
|
.00
|
|
|
|
Ward
|
|
|
|
|
04/21/25
|
16ek
|
eNotice to File
|
0066764
|
|
.00
|
|
04/25/25
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
04/25/25
|
|
Receipt
|
643470
|
10.00
|
|
|
05/05/25
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
05/05/25
|
att
|
Attachments
|
|
|
.00
|
|
05/05/25
|
15bn
|
Entry Authorizing Expenditure of Funds
|
141.00
|
|
5.00
|
|
|
|
(Non-Custodial)
|
378.00
|
|
|
|
05/12/25
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
06/06/25
|
|
Receipt
|
645851
|
15.00
|
|
|
06/16/25
|
13ek
|
eNotice to File Account
|
0066764
|
|
.00
|
|
08/14/25
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
08/14/25
|
1ca
|
Application for Attorney Fees
|
|
|
18.00
|
|
08/14/25
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
08/14/25
|
1ae
|
Entry Increasing Bond
|
13853.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
08/14/25
|
morf
|
Magistrate's Order Regarding Fees
|
3856.20
|
|
.00
|
|
08/14/25
|
|
Receipt
|
649509
|
33.00
|
|
|
08/14/25
|
1e
|
Entry Setting Hearing
|
09/16/2025
|
|
5.00
|
|
|
|
Attorney Fees
|
AT 1:30 PM
|
|
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
09/16/25
|
dr
|
Digital Record of Hearing
|
TAS
|
|
.00
|
|
|
|
09/16/2025 / Zoom
|
|
|
|
|
09/18/25
|
17d
|
Magistrate's Decision
|
|
|
1.00
|
|
09/18/25
|
SR
|
Service Request
|
|
|
.00
|
|
09/22/25
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
10/02/25
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
10/02/25
|
eb
|
Exhibit
|
|
|
3.00
|
|
10/02/25
|
15d
|
Entry Authorizing Release of Funds
|
TAS
|
|
5.00
|
|
|
|
|
27206.00
|
|
|
|
10/02/25
|
|
Receipt
|
652340
|
14.00
|
|
|
10/02/25
|
cc
|
Certified Copy
|
|
|
1.00
|
|
10/02/25
|
rusm
|
Regular U.S. Mail
|
|
|
.74
|
|
10/13/25
|
17n
|
Entry Adopting Magistrate's Decision
|
|
|
5.00
|
|
10/13/25
|
jcos
|
Certificate of Service/Judicial Staff
|
|
|
.00
|
|
02/11/26
|
13a
|
Fiduciary's Partial Account
|
05
|
|
32.00
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
02/11/26
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
02/11/26
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
225915.94
|
|
.00
|
|
02/11/26
|
|
Receipt
|
659499
|
38.74
|
|
|
02/26/26
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
03/18/26
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
03/18/26
|
eb
|
Exhibit
|
|
|
3.00
|
|
03/18/26
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
03/18/26
|
|
Receipt
|
661705
|
8.00
|
|
|
03/26/26
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
03/27/26
|
16ek
|
eNotice to File
|
0066764
|
|
.00
|
|
04/06/26
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2025
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
04/10/26
|
app
|
Application To Make Fourth Gift or
|
|
|
1.00
|
|
|
|
Transfer of Ward's Property
|
|
|
|
|
04/10/26
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
04/10/26
|
1e
|
Entry Setting Hearing
|
05/20/2026
|
|
5.00
|
|
|
|
|
9:00 AM
|
|
|
|
|
|
|
TAS
|
|
|
|
04/10/26
|
eb
|
Exhibit A
|
Zoom Invite
|
|
.00
|
|
04/10/26
|
|
Receipt
|
663358
|
6.00
|
|
|
05/12/26
|
15.1
|
Waiver of Notice and consent to Gift
|
|
|
1.00
|
|
|
|
Gregory Molda, Mary Ann Olsen, Sarah
|
|
|
|
|
|
|
Szostak, Amy Wharton, BOA
|
|
|
|
|
05/12/26
|
|
Receipt
|
665303
|
1.00
|
|
|
05/20/26
|
dr
|
Digital Record of Hearing
|
TAS
|
|
.00
|
|
|
|
05/20/2026 / Zoom
|
|
|
|
|
05/26/26
|
401
|
Affidavit of Service
|
|
|
10.00
|
|
05/26/26
|
|
Receipt
|
666051
|
10.00
|
|
|
05/26/26
|
e
|
Entry Approving Application to Make
|
|
|
5.00
|
|
|
|
Fourth Gift/Transfer
|
|
|
|
|
05/26/26
|
|
Receipt
|
666053
|
5.00
|
|
|
05/27/26
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
WHARTON, AMY C.
|
(fidy)
|
|
|
|
05/27/26
|
|
Receipt
|
666151
|
5.00
|
|
|
05/28/26
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
06/17/26
|
13a
|
Fiduciary's Partial Account
|
06
|
|
25.00
|
|
|
|
REITZ, MARK R.
|
(fidy)
|
|
|
|
06/17/26
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
06/17/26
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
168957.59
|
|
.00
|
|
06/17/26
|
|
Receipt
|
667473
|
25.00
|
|
|
06/18/26
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
07/30/26
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
08/19/26
|
1cd
|
Application for Fiduciary Fees
|
|
|
10.00
|
|
|
|
Mark R Reitz
|
|
|
|
|
08/19/26
|
1c
|
Consent
|
|
|
.00
|
|
|
|
Mark R Reitz & Amy Wharton
|
|
|
|
|
08/19/26
|
1ca
|
Application for Attorney Fees
|
|
|
20.00
|
|
|
|
Kegler, Brown, Hill & Mark R Reitz
|
|
|
|
|
08/19/26
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
Mark R Reitz & Amy Wharton
|
|
|
|
|
08/19/26
|
fs
|
Fee Schedule
|
|
|
.00
|
|
08/19/26
|
morf
|
Magistrate's Order Regarding Guard Fees
|
6269.52
|
|
.00
|
|
|
|
|
TAS
|
|
|
|
08/19/26
|
morf
|
Magistrate's Order Regarding Atty Fees
|
10582.65
|
|
.00
|
|
|
|
|
TAS
|
|
|
|
08/19/26
|
|
Receipt
|
671206
|
30.00
|
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
View Guardians
|
|
New Search
|
|
Probate Homepage
|