Case Docket

Case Number: 604332  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: EO  ESTATE ONLY
Name : MOBERLY, KATHRYN
AKA :


Date Code Description Reference Receipt Cost
06/09/20 01 Case Number (Daily Reporter) 10.00
06/09/20 02 Forms 10.00
06/09/20 03 Docketing & Index 15.00
06/09/20 04 Computerized Legal Research 3.00
06/09/20 05 Computer Fee 10.00
06/09/20 07 Legal Aid Trust Fund 26.00
06/09/20 08 Dispute Resolution Fund 15.00
06/09/20 gi Guardianship Investigator's Expense 75.00
06/09/20 16 Special Projects Fund 15.00
06/09/20 app Application For Expedited Guardianship .00
Hearing
06/09/20 att Attachments .00
06/09/20 1e Entry Setting Hearing (expedited) 07/27/2020 5.00
9:00 am
06/09/20 cb COST BILL .00
06/09/20 17.0 Application for Appointment of Guardian 20.00
06/09/20 15.0 Next of Kin .00
06/09/20 15.2 Guardian - Fiduciary's Acceptance .00
06/09/20 15.4 Guardian's Credibility Application .00
06/09/20 16.1 Affidavit of Custody .00
06/09/20 17ca Change of Address Information for .00
Guardianships
06/09/20 15.3 Affidavit of Additional Information .00
06/09/20 psoe Statement of Expert Evaluation .00
06/09/20 misc Miscellaneous Filing .00
06/09/20 l LETTER: .00
06/09/20 Receipt 555922 204.00
06/09/20 e Entry denied application to expedite .00
hearing
06/09/20 15.8 Adult Guardianship Service Information .00
06/09/20 2y Notice of Hearing .00
06/09/20 cos Certificate of Service .00
06/09/20 vgcs Guardianship: Virtual Service Mail Sent 5.60
Lisa King
06/10/20 Pay out made through bookkeeper # 0000065252 .00
ACCT #: 000000000209 10.00
06/23/20 vcr Virtual Service Returned .00
LK 322231
07/14/20 2y Notice of Hearing .00
07/14/20 cos Certificate of Service .00
07/14/20 att Attachments .00
07/14/20 eb Exhibit .00
07/15/20 mo Magistrate's Order 5.00
appointing special process server
07/22/20 17.8 Investigator's Report .00
07/22/20 cos Certificate of Service Erik von 4.00
Frese
07/22/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/28/20 17d Magistrate's Decision Gadd .00
Keith Stevens be appointed guardian of
estate only of Kathryn Moberly. Bond is
initially set as $200,000.
07/28/20 17b Notice To Attorneys and Parties .00
07/28/20 17c Findings of Fact .00
07/28/20 17n Entry Adopting Magistrate's Decision 5.00
07/28/20 cos Certificate of Service .00
07/28/20 15.9 Oath of Guardian .00
07/31/20 poa Power of Attorney .00
07/31/20 15.9 Oath of Guardian .00
original from app
08/10/20 dr Digital Record of Hearing MNG .00
07/27/2020
Zoom
08/12/20 nc Notice of Change of Address of: .00
Keith A. Stevens, ESQ
(Personal address change only)
08/17/20 Receipt 558893 19.60
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
STEVENS, KEITH A. (fidy)
08/20/20 4.2 Fiduciary's Bond/RLI Surety 200000.00 .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 559038 37.00
08/21/20 Pay out made through bookkeeper # 0000065800 .00
ACCT #: 000000000209 13.00
10/02/20 6.0 Inventory 122845.74 7.00
10/02/20 15c Application to Release Funds to Guardian .00
10/02/20 15d Entry Authorizing Release of Funds Green 5.00
10/02/20 l LETTER: cover 09/30/2020 .00
10/02/20 cc Certified Copy 1.00
10/02/20 Receipt 561236 13.00
10/05/20 Pay out made through bookkeeper # 0000066203 .00
ACCT #: 000000000209 3.00
11/09/20 1ca Application for Attorney Fees 5593.00 10.00
Keith A. Stevens 312.45
11/09/20 fs Fee Schedule .00
11/09/20 Receipt 563111 10.00
11/12/20 Pay out made through bookkeeper # 0000066613 .00
ACCT #: 000000000209 5.00
11/18/20 mo Magistrate's Order Duffy 5.00
-Mr. Stevens shall be permitted to pay
himself frm ward's surplus funds on a
ratable mnthly basis until fee claim is
11/18/20 ex satisfied. .00
11/18/20 cos Certificate of Service .00
12/07/20 nc Notice of Change of Address of: .00
Guardian
05/24/21 cor Correspondence Received (NOT EVIDENCE) .00
06/24/21 cor Correspondence Received (NOT EVIDENCE) .00
07/06/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/21/21 16k Notice to File 0087844 1.00
07/21/21 13k Notice to File Account 0087844 1.00
09/02/21 50m Application to Terminate Guardianship 10.00
09/02/21 dc Death Certificate .00
Kathryn Moberly
09/02/21 50p Entry Terminating and Ordering Final 09/30/2021 5.00
Account
10/01/21 13k Notice to File Account 0087844 1.00
01/14/22 13.0 Fiduciary's Final Account 01 96.00
01/14/22 13.1 Receipts and Disbursements .00
01/14/22 Receipt 583680 119.00
01/18/22 13e Entry Setting Hearing on Account .00
02/28/22 13i Judgment Entry Approving Final Account .00
04/04/22 op Entry Re-Opening Case for fees 5.00
04/04/22 l LETTER: Franklin County Probate Court .00
From: Keith A Stevens
04/04/22 1ca Application for Attorney Fees 10.00
Keith A Stevens
04/04/22 fs Fee Schedule .00
04/04/22 morf Magistrate's Order Regarding Fees 7170.00 .00
mcd
04/04/22 1cd Application for Guardian Fees 10.00
Keith A Stevens
04/04/22 fs Fee Schedule .00
04/04/22 morf Magistrate's Order Regarding Fees 2200.95 .00
mcd
05/11/22 Receipt 589776 25.00
11/07/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/18/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/06/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE .00
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