Case Docket

Case Number: 604035  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : JACKSON, LINDA KAY
AKA :


Date Code Description Reference Receipt Cost
05/14/20 01 Case Number (Daily Reporter) 10.00
05/14/20 02 Forms 10.00
05/14/20 03 Docketing & Index 15.00
05/14/20 04 Computerized Legal Research 3.00
05/14/20 05 Computer Fee 10.00
05/14/20 07 Legal Aid Trust Fund 26.00
05/14/20 08 Dispute Resolution Fund 15.00
05/14/20 gi Guardianship Investigator's Expense 75.00
05/14/20 16 Special Projects Fund 15.00
05/14/20 cb COST BILL .00
app - James Taylor Jackson
05/14/20 17.0 Application for Appointment of Guardian 20.00
05/14/20 ge Entry Setting Hearing 07/27/2020 .00
10:00 AM
05/14/20 15.0 Next of Kin .00
05/14/20 15.1 Waiver of Notice .00
Scott B. Jackson
05/14/20 15.3 Affidavit of Additional Information .00
05/14/20 15.4 Guardian's Credibility Application .00
05/14/20 15.2 Guardian - Fiduciary's Acceptance .00
05/14/20 15.8 Adult Guardianship Service Information .00
05/14/20 16.1 Affidavit of Custody .00
05/14/20 psoe Statement of Expert Evaluation .00
05/14/20 Receipt 554942 199.00
07/14/20 2y Notice of Hearing .00
07/14/20 cos Certificate of Service .00
07/14/20 eb Exhibit .00
07/14/20 att Attachments .00
07/21/20 17.8 Investigator's Report .00
07/21/20 cos Certificate of Service Jennifer 23.50
Kincaid,LSW
07/21/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/27/20 cb COST BILL .00
07/27/20 igf Indigent Guardianship Fund 30.00
07/27/20 adl Additional Letters of Authority 2.00
07/27/20 15.5 Entry Appointing Guardian, Letter of Duffy 5.00
Authority
JACKSON, JAMES TAYLOR (fidy)
07/27/20 15.9 Oath of Guardian .00
07/27/20 rgg Receipt of guardianship guide .00
07/27/20 Receipt 557949 60.50
07/27/20 17d Magistrate's Decision Duffy .00
-James Taylor Jackson will be appointed
guardian of the person of Linda Kay
Jackson immediately. No bond to serv PO.
07/27/20 17b Notice To Attorneys and Parties .00
07/27/20 17c Findings of Fact .00
07/27/20 17n Entry Adopting Magistrate's Decision Duffy 5.00
07/27/20 cos Certificate of Service .00
08/10/20 dr Digital Record of Hearing MCD .00
07/27/2020
Zoom
10/08/20 4.2 Fiduciary's Bond/OH Casualty Ins Co 210440.00 .00
SeibertKeck
P Koehler
10/08/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
10/08/20 att Credability & Signature pages .00
10/08/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
JACKSON, JAMES TAYLOR (fidy)
01/08/21 6.4 Application to Extend Time to File .00
Inventory
01/08/21 6.5 Entry Extending Time to File Inventory 04/08/2021 5.00
JACKSON, JAMES TAYLOR (fidy)
01/08/21 15c Application to Release Funds .00
01/08/21 15d Entry Authorizing Release of Funds 5.00
01/08/21 cc Certified Copy 1.00
01/08/21 Receipt 565642 11.00
06/29/21 16ek eNotice to File 0022003 .00
07/02/21 sc Substitution of Counsel 0093363 .00
JACKSON, JAMES TAYLOR (fidy)
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/15/21 1ae Entry Increasing Bond 201560.00 5.00
Oh Casualty
07/15/21 4.2 Fiduciary's Bond/OH Casualty Ins Co 412000.00 .00
SibertKeck
P Koehler
07/15/21 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
07/15/21 1ca Application for Attorney Fees 10.00
Jessica N Roshon 5103.50
261.32
07/15/21 fs Fee Schedule .00
07/15/21 morf Magistrate's Order Regarding Fees .00
07/15/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/15/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/15/21 6.0 Inventory 411221.64 7.00
JACKSON, JAMES TAYLOR (fidy)
07/15/21 Receipt 574945 42.00
07/19/21 Pay out made through bookkeeper # 0000069036 .00
ACCT #: 000000000209 2.00
09/09/21 13k Notice to File Account 0093363 1.00
09/13/21 3.a Application to Appoint Appraiser .00
09/13/21 3.ae Entry Appointing Appraiser 163 5.00
09/13/21 Receipt 577741 10.00
10/15/21 13n Application to Extend Time to File .00
Account
10/15/21 13o Entry Extending Time to File Account 01/11/2022 5.00
JACKSON, JAMES TAYLOR (fidy)
10/15/21 Receipt 579419 5.00
10/29/21 6n Appraiser's Certificate v 3.00
Katherine Chipps
10/29/21 10j Consent to Power to Sell Real Estate 1.00
Scott B Jackson & James T Jackson
10/29/21 e Entry Regarding Bond & Closing Costs 368000.00 5.00
Consent to Power to Sell Real Estate
10/29/21 Receipt 580080 10.00
11/01/21 Pay out made through bookkeeper # 0000070163 .00
ACCT #: 000000000209 7.00
11/02/21 16m Citation to File sent to guar 5.00
11/03/21 vcos Certificate of Service for Virtual Mail .00
11/03/21 vcs Virtual Service Mail Sent 6.18
James Taylor Jackson 399820
11/03/21 vcs Virtual Service Mail Sent 6.18
Jessica N Roshon 399837
11/09/21 vcr Virtual Service Returned .00
JTJ 399820
11/09/21 vcr JNRtual Service Returned 399837 .00
12/03/21 22n Guardian's Report 5.00
JACKSON, JAMES TAYLOR (fidy)
12/03/21 soe Statement of Expert Evaluation .00
JACKSON, JAMES TAYLOR (fidy)
12/14/21 13k Notice to File Account 0093363 1.00
12/20/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/20/21 mem Memorandum in Support .00
12/20/21 att Attachments .00
12/20/21 1e Entry Setting Remote Hearing 12/30/2021 5.00
-App to make Fjift to Mrs. Jacson's son 9:00 AM
JACKSON, JAMES TAYLOR (fidy)
12/20/21 ex Extra Pages 6.00
12/20/21 Receipt 582507 44.36
12/30/21 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
12/30/21 401 Affidavit of Service of Notice .00
12/30/21 att Attachments .00
01/03/22 dr Digital Record of Hearing MCD .00
12/30/2021 ZOOM
01/14/22 13n Application to Extend Time to File .00
Account
01/14/22 13o Entry Extending Time to File Account 03/31/2022 5.00
JACKSON, JAMES TAYLOR (fidy)
01/14/22 Receipt 583655 10.00
01/14/22 Void Receipt 583655 10.00
01/14/22 Receipt 583656 10.00
01/14/22 Pay out made through bookkeeper # 0000070894 .00
ACCT #: 000000000209 5.00
04/04/22 l LETTER: .00
Missing vouchers
04/07/22 1ca Application for Attorney Fees 10.00
04/07/22 fs Fee Schedule .00
04/07/22 morf Magistrate's Order Regarding Fees .00
04/07/22 Receipt 587975 10.00
04/08/22 Pay out made through bookkeeper # 0000071666 .00
ACCT #: 000000000209 35.00
04/15/22 1ca Application for Attorney Fees 10.00
James T. Jackson
04/15/22 fs Fee Schedule .00
04/15/22 morf Magistrate's Order Regarding Fees Beaver .00
$3,237.50
06/06/22 l LETTER:Cover Letter. 06/01/2022. .00
06/06/22 13a Fiduciary's Partial Account 01 22.00
JACKSON, JAMES TAYLOR (fidy)
06/06/22 13.1 Receipts and Disbursements .00
06/06/22 13.2 Assets Remaining in Fiduciary's Hands 298238.88 .00
06/06/22 ex Extra Pages 3.00
06/07/22 13e Entry Setting Hearing on Account .00
06/08/22 Receipt 591037 35.00
07/18/22 13h Judgment Entry Approving Partial Account .00
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/08/22 16k Notice to File 0093363 1.00
01/11/23 14.7 Application to Extend Time to File .00
Report
01/11/23 14.8 Entry Extending Time to File Report/ 03/15/2023 5.00
- Extending Hearing
JACKSON, JAMES TAYLOR (fidy)
03/20/23 14.7 Application to Extend Time to File .00
Report
03/20/23 14.8 Entry Extending Time to File Report/ 06/30/2023 5.00
- Extending Hearing
JACKSON, JAMES TAYLOR (fidy)
03/20/23 Receipt 604873 5.00
03/27/23 Receipt 605239 6.00
05/09/23 13k Notice to File Account 0093363 1.00
05/22/23 22n Guardian's Report 5.00
JACKSON, JAMES TAYLOR (fidy)
05/22/23 22n Guardian's Report 5.00
JACKSON, JAMES TAYLOR (fidy)
05/22/23 soe Statement of Expert Evaluation .00
JACKSON, JAMES TAYLOR (fidy)
05/22/23 l LETTER: .00
Richard T. Taps
05/23/23 Receipt 608336 6.00
06/08/23 22ni Investigator Review of Guardian's Report .00
08/07/23 1b Application to Reduce Bond 5.00
08/07/23 1be Entry to Reduce Bond 288000.00 5.00
Liberty Mu.
08/07/23 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon LLC
08/07/23 1cc Consent to Attorney Fees .00
James T. Jackson
08/07/23 fs Fee Schedule .00
08/07/23 morf Magistrate's Order Regarding Fees 2678.00 .00
08/07/23 1cd Application for Guardian of Estate Fees 10.00
James T. Jackson
08/07/23 1c Consent to Guardian of the Estate Fees .00
James T. Jackson
08/07/23 fs Fee Schedule .00
08/07/23 morf Magistrate's Order Regarding Fees 9662.14 .00
08/07/23 13a Fiduciary's Partial Account 02 22.00
JACKSON, JAMES TAYLOR (fidy)
08/07/23 13.1 Receipts and Disbursements .00
08/07/23 13.2 Assets Remaining in Fiduciary's Hands 32366.57 .00
08/07/23 ex Extra Pages 5.00
08/07/23 Receipt 612075 57.00
08/08/23 13e Entry Setting Hearing on Account .00
09/18/23 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
04/22/24 16k Notice to File 0093363 1.00
05/17/24 22n Guardian's Report 5.00
JACKSON, JAMES TAYLOR (fidy)
05/17/24 soe Statement of Expert Evaluation .00
JACKSON, JAMES TAYLOR (fidy)
05/17/24 l LETTER: .00
05/20/24 Receipt 626260 6.00
05/20/24 22ni Investigator Review of Guardian's Report .00
05/23/24 13a Fiduciary's Partial Account 03 22.00
JACKSON, JAMES TAYLOR (fidy)
05/23/24 13.1 Receipts and Disbursements .00
05/23/24 13.2 Assets Remaining in Fiduciary's Hands 36846.21 .00
05/24/24 13e Entry Setting Hearing on Account .00
05/24/24 1ae Entry Increasing Bond 20000.00 5.00
Liberty Mut.
05/24/24 4.2 Fiduciary's Bond 308000.00 .00
Liberty Mut.
05/24/24 poa Power of Attorney .00
The Ohio Casualty Insurance Company
05/24/24 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC
05/24/24 1cc Consent to Attorney Fees .00
James T. Jackson
05/24/24 fs Fee Schedule .00
05/24/24 morf Magistrate's Order Regarding Fees 1507.00 .00
05/24/24 1cd Application for Guardian Fees 10.00
James T. Jackson
05/24/24 1c Consent to Guardian Fees .00
James T. Jackson
05/24/24 fs Fee Schedule .00
05/24/24 morf Magistrate's Order Regarding Fees 7183.59 .00
05/24/24 Receipt 626604 52.00
05/28/24 Pay out made through bookkeeper # 0000079541 .00
ACCT #: 000000000209 12.00
07/08/24 13h Judgment Entry Approving Partial Account .00
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/21/25 16k Notice to File 0093363 1.00
04/23/25 13k Notice to File Account 0093363 1.00
08/20/25 22n Guardian's Report 5.00
JACKSON, JAMES TAYLOR (fidy)
08/20/25 soe Statement of Expert Evaluation .00
JACKSON, JAMES TAYLOR (fidy)
08/20/25 Receipt 649811 7.00
08/21/25 22ni Investigator Review of Guardian's Report .00
08/21/25 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
JACKSON, JAMES TAYLOR (fidy)
08/25/25 l LETTER: .00
09/22/25 13a Fiduciary's Partial Account 04 22.00
JACKSON, JAMES TAYLOR (fidy)
09/22/25 13.1 Receipts and Disbursements .00
09/22/25 13.2 Assets Remaining in Fiduciary's Hands 82270.60 .00
09/22/25 Receipt 651625 27.00
09/23/25 13e Entry Setting Hearing on Account .00
09/23/25 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/23/25 17.1e Entry Dispensing with the Filing of SNR 5.00
Subsequent Statements of Expert
Evaluation
JACKSON, JAMES TAYLOR (fidy)
09/23/25 Receipt 651676 5.00
09/23/25 1b Application to Reduce Bond 5.00
09/23/25 1be Entry to Reduce Bond 248100.00 5.00
Lib Mutual
TAS
09/23/25 Receipt 651678 10.00
09/23/25 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC
09/23/25 1cc Consent to Attorney Fees .00
James T Jackson
09/23/25 morf Magistrate's Order Regarding Atty Fees 2452.00 .00
MKB
09/23/25 fs Fee Schedule .00
09/23/25 Receipt 651681 10.00
09/24/25 1cd Application for Fiduciary Fees of Estate 10.00
James T Jackson
09/24/25 1c Consent to guardian of estate fees .00
James T Jackson
09/24/25 morf Magistrate's Order Regarding Guard Fees 7730.76 .00
JAA
09/24/25 fs Fee Schedule .00
09/24/25 Receipt 651743 10.00
11/03/25 13h Judgment Entry Approving Partial Account .00
04/06/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/20/26 16k Notice to File 0093363 1.00
08/25/26 13k Notice to File Account 0093363 1.00
BALANCE DUE 2.00
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