Case Docket

Case Number: 605845  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BURK, ROSE M.
AKA :

Date Code Description Reference Receipt Cost
09/15/20 01 Case Number (Daily Reporter) 10.00
09/15/20 02 Forms 10.00
09/15/20 03 Docketing & Index 15.00
09/15/20 04 Computerized Legal Research 3.00
09/15/20 05 Computer Fee 10.00
09/15/20 07 Legal Aid Trust Fund 26.00
09/15/20 08 Dispute Resolution Fund 15.00
09/15/20 gi Guardianship Investigator's Expense 75.00
09/15/20 16 Special Projects Fund 15.00
09/15/20 cb COST BILL .00
09/15/20 17.0 Application for Appointment of Guardian 20.00
09/15/20 ge Entry Setting Hearing 10/15/2020 .00
11:00 am
09/15/20 15.0 Next of Kin .00
09/15/20 15.2 Guardian - Fiduciary's Acceptance .00
09/15/20 15.3 Affidavit of Additional Information .00
09/15/20 15.4 Guardian's Credibility Application .00
09/15/20 15.8 Adult Guardianship Service Information .00
09/15/20 16.1 Affidavit of Custody .00
09/15/20 17ca Change of Address Information for .00
Guardianships
09/15/20 psoe Statement of Expert Evaluation .00
09/15/20 Receipt 560286 199.00
09/15/20 eb Exhibit A Zoom .00
09/15/20 cos Certificate of Service .00
Zoom
09/15/20 l LETTER: Scott Holmes .00
09/15/20 bcr Background Check Received .00
Steven Burk
10/14/20 17.8 Investigator's Report .00
10/14/20 cos Certificate of Service Erik von 13.50
Frese
10/15/20 cb COST BILL .00
10/15/20 igf Indigent Guardianship Fund 30.00
10/15/20 adl Additional Letters of Authority 2.00
10/15/20 17d Magistrate's Decision Wambaugh .00
-Steven Burk is appt guardian of the
person & estate of Rose Burk. Bond is
set @ $3830000.00
10/15/20 17b Notice To Attorneys and Parties .00
10/15/20 17c Findings of Fact .00
10/15/20 17n Entry Adopting Magistrate's Decision Wambaugh 5.00
10/15/20 cos Certificate of Service .00
10/15/20 15.5 Entry Appointing Guardian, Letter of Wambaugh 5.00
Authority
BURK, STEVEN E. (fidy)
10/15/20 15.9 Oath of Guardian .00
10/15/20 rgg Receipt of guardianship guide .00
10/15/20 4.2 Fiduciary's Bond/RLI Surety 3830000.00 .00
CBS
N Romanelli
10/15/20 bacb Bond Application for CBS Agency .00
10/15/20 att Credability & Signature pages .00
10/15/20 Receipt 561848 55.50
10/15/20 dr Digital Record of Hearing CLW .00
10/15/2020
Zoom
10/16/20 Pay out made through bookkeeper # 0000066322 .00
ACCT #: 000000000209 9.50
12/16/20 6k Notice to File Inventory 0017150 1.00
12/29/20 6.0 Inventory 2175024.00 7.00
12/29/20 1ca Application for Attorney Fees 10.00
Scott D. Holmes
12/29/20 1cc Consent to Attorney Fees .00
Steven E. Burk
12/29/20 fs Fee Schedule .00
12/29/20 morf Magistrate's Order Regarding Fees 5337.50 .00
12/29/20 15c Application to Release Funds to Guardian .00
12/29/20 15d Entry Authorizing Release of Funds 539184.55 5.00
12/29/20 cc Certified Copy 1.00
12/29/20 6.4a Application for Appointment of a .00
Commissioner to Inventory a Safe Deposit
Box
12/29/20 6.4e Entry Appointing Commissioner to Stone 5.00
Inventory Safe Deposit Box
Commissioner: Scott D. Holmes
12/29/20 cc Certified Copy 1.00
12/29/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/29/20 att Attachments .00
12/29/20 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
12/29/20 ex Extra Pages 8.00
12/29/20 cc Certified Copy 1.00
12/29/20 Receipt 565259 54.00
01/14/21 1fa Application to Extend Time .00
Report Of Commissioner
01/14/21 1fb Entry Extending Time 03/31/2021 5.00
Report Of Commissioner Safety Deposit
01/14/21 Receipt 565866 5.00
01/20/21 Pay out made through bookkeeper # 0000067197 .00
ACCT #: 000000000209 45.00
02/08/21 lwip List of Ward's Important Papers .00
02/08/21 6.4i Report on Contents of Safe Deposit Box .00
02/08/21 Receipt 567087 .00
02/09/21 Pay out made through bookkeeper # 0000067447 .00
ACCT #: 000000000209 25.00
07/14/21 15c Application to Release Funds to Guardian .00
07/14/21 15d Entry Authorizing Release of Funds 9074.88 5.00
Telhio Credit Union Acct ...2089
...2098 231.120.01
07/14/21 15c Application to Release Funds to Guardian 100558.96 .00
LCNB National Bank ...8262
07/14/21 cc Certified Copy 4.00
07/14/21 Receipt 574889 9.00
07/14/21 15d Entry Authorizing Release of Funds 5.00
LCNB National Bank 8262 100558.96
07/15/21 Pay out made through bookkeeper # 0000069004 .00
ACCT #: 000000000209 41.00
07/21/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/17/21 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
08/17/21 att Attachments .00
08/17/21 Receipt 576568 5.00
08/18/21 Pay out made through bookkeeper # 0000069354 .00
ACCT #: 000000000209 20.00
09/16/21 16k Notice to File 0017150 1.00
09/16/21 13k Notice to File Account 0017150 1.00
09/16/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/16/21 att Attachments .00
09/16/21 15bn Entry Authorizing Expenditure of Funds 2500.00 5.00
(Non-Custodial) 2500.00/mnth
09/16/21 Receipt 577967 17.00
09/17/21 Pay out made through bookkeeper # 0000069665 .00
ACCT #: 000000000209 8.00
09/27/21 soe Statement of Expert Evaluation .00
09/27/21 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/27/21 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
09/27/21 Receipt 578374 5.00
09/28/21 Pay out made through bookkeeper # 0000069783 .00
ACCT #: 000000000209 20.00
10/06/21 22n Guardian's Report 5.00
10/06/21 22ni Investigator Review of Guardian's Report .00
10/12/21 1ca Application for Attorney Fees 10.00
Scott D Holmes
10/12/21 1cc Steven Burk .00
10/12/21 fs Fee Schedule .00
10/12/21 ex Extra Pages 5.00
10/12/21 1cb Entry Approving Attorney Fees 6825.00 .00
90.00
10/12/21 13n Application to Extend Time to File .00
Account
10/12/21 13o Entry Extending Time to File Account 11/30/2021 5.00
10/12/21 Receipt 579223 25.00
10/13/21 Pay out made through bookkeeper # 0000069967 .00
ACCT #: 000000000209 25.00
12/01/21 l LETTER: .00
Return Account Pickups,Vouchers,
Assets Remaining
12/02/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/02/21 15bn Entry Authorizing Expenditure of Funds 11043.63 5.00
(Non-Custodial)
12/02/21 Receipt 581633 15.00
12/03/21 Pay out made through bookkeeper # 0000070486 .00
ACCT #: 000000000209 35.00
12/07/21 13n Application to Extend Time to File .00
Account
12/07/21 13o Entry Extending Time to File Account 01/31/2022 5.00
12/07/21 Receipt 581852 5.00
01/28/22 13a Fiduciary's Partial Account 01 28.00
01/28/22 13.1 Receipts and Disbursements .00
01/28/22 13.2 Assets Remaining in Fiduciary's Hands 2170524.47 .00
01/28/22 Receipt 584250 28.00
01/31/22 13e Entry Setting Hearing on Account .00
01/31/22 Pay out made through bookkeeper # 0000071038 .00
ACCT #: 000000000209 22.00
01/31/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/31/22 att Attachments .00
01/31/22 15bn Entry Authorizing Expenditure of Funds 851.28 5.00
(Non-Custodial)
01/31/22 Receipt 584367 15.00
02/01/22 Pay out made through bookkeeper # 0000071063 .00
ACCT #: 000000000209 10.00
02/02/22 l LETTER: cover 02/01/2022 .00
02/02/22 1cd Application for Fiduciary Fees 10.00
Steven Burk
02/02/22 fs Fee Schedule 12.00
02/02/22 morf Magistrate's Order Regarding Fees 7659.26 .00
02/02/22 md MOTION DOCKET: .00
02/02/22 1cd Application for Extraodinary Fiduciary 10.00
Fees
02/02/22 fs Fee Schedule .00
02/02/22 att Attachments .00
02/10/22 Receipt 584826 32.00
02/11/22 Pay out made through bookkeeper # 0000071126 .00
ACCT #: 000000000209 18.00
02/17/22 morf Magistrate's Order Regarding Fees 2090.74 .00
tas
02/17/22 mo Magistrate's Order Denying Application MCD 5.00
for Extraordinary Guardian Fees
-see dec
02/17/22 cos Certificate of Service .00
02/24/22 mo Magistrate's Order TAS .00
-order regarding Fees dated 02/17/2022
is hereby Vacated
02/24/22 cos Certificate of Service .00
02/28/22 1ca Application for Attorney Fees 10.00
Scott D Holmes
02/28/22 1cc Consent to Attorney Fees .00
Steven E Burk
02/28/22 fs Fee Schedule 1.00
02/28/22 morf Magistrate's Order Regarding Fees 8990.63 .00
02/28/22 l LETTER: cover 02/16/2022 .00
03/01/22 Receipt 585712 16.00
03/02/22 Pay out made through bookkeeper # 0000071291 .00
ACCT #: 000000000209 9.00
03/08/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/08/22 eb Exhibit A 1.00
03/08/22 15bn Entry Authorizing Expenditure of Funds 431.00 5.00
(Non-Custodial)
03/08/22 Receipt 586123 16.00
03/09/22 Pay out made through bookkeeper # 0000071371 .00
ACCT #: 000000000209 9.00
03/14/22 13h Judgment Entry Approving Partial Account .00
06/21/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/21/22 att Attachments .00
06/21/22 15bn Entry Authorizing Expenditure of Funds 635.00 5.00
(Non-Custodial) 300.00
06/21/22 Receipt 591655 15.00
06/22/22 Pay out made through bookkeeper # 0000072422 .00
ACCT #: 000000000209 10.00
07/06/22 cc Certified Copy 1.00
07/06/22 cc Certified Copy 1.00
07/06/22 Receipt 592328 2.00
07/07/22 Pay out made through bookkeeper # 0000072582 .00
ACCT #: 000000000209 23.00
08/11/22 9.7 Application to Transfer Motor Vehicle .00
08/11/22 9.8 Entry Approving Transfer of Motor 2003 5.00
Vehicle Cadilac
08/11/22 cc Certified Copy 1.00
08/11/22 Receipt 594229 6.00
08/12/22 Pay out made through bookkeeper # 0000072997 .00
ACCT #: 000000000209 19.00
08/26/22 l LETTER: to Scott D Holmes .00
from Monica Harris
09/07/22 16k Notice to File 0017150 1.00
10/04/22 22n Guardian's Report 5.00
10/04/22 Receipt 596909 6.00
10/05/22 Pay out made through bookkeeper # 0000073587 .00
ACCT #: 000000000209 19.00
11/02/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/02/22 att Attachments 3.00
11/02/22 15bn Entry Authorizing Expenditure of Funds 209.84 5.00
(Non-Custodial)
11/02/22 Receipt 598406 18.00
11/03/22 Pay out made through bookkeeper # 0000073933 .00
ACCT #: 000000000209 7.00
11/07/22 6.b Report of Newly Discovered Assets 7.00
11/07/22 6.be Entry Approving Report of Newly 281774.66 5.00
Assets
11/07/22 1ae Entry Increasing Bond 71375.20 5.00
RLI Surety
11/07/22 4.2 Fiduciary's Bond 3901375.20 .00
RLI Surety
11/07/22 bacb Bond Application for CBS Agency .00
11/07/22 poa Power of Attorney .00
11/07/22 13a Fiduciary's Partial Account 02 22.00
11/07/22 13.1 Receipts and Disbursements .00
11/07/22 13.2 Assets Remaining in Fiduciary's Hands 2344487.60 .00
11/07/22 ex Extra Pages 5.00
11/07/22 Receipt 598617 44.00
11/08/22 13e Entry Setting Hearing on Account .00
11/08/22 Pay out made through bookkeeper # 0000073979 .00
ACCT #: 000000000209 56.00
11/15/22 1ca Application for Attorney Fees 10.00
Scott D Holmes
11/15/22 1cc Consent to Attorney Fees .00
Steven E Burk
11/15/22 fs Fee Schedule .00
11/15/22 1cd Application for Fiduciary Fees 10.00
Steven E Burk
11/15/22 fs Fee Schedule 4.00
11/15/22 1ce Entry Approving Fiduciary Fees 12825.74 .00
11/15/22 Receipt 598975 24.00
11/16/22 Pay out made through bookkeeper # 0000074043 .00
ACCT #: 000000000209 26.00
11/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/18/22 1cb Entry Approving Attorney Fees 6540.25 .00
12/20/22 13h Judgment Entry Approving Partial Account .00
09/06/23 16k Notice to File 0017150 1.00
10/11/23 13k Notice to File Account 0017150 1.00
10/23/23 22n Guardian's Report 5.00
10/23/23 22n Guardian's Report 5.00
10/25/23 l LETTER: 10/18/2023 .00
TO: FCPC
FROM: Scott D. Holmes
10/25/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/25/23 att Attachments .00
10/25/23 15bn Entry Authorizing Expenditure of Funds 284.07 5.00
(Non-Custodial)
10/25/23 Receipt 615970 22.00
10/26/23 Pay out made through bookkeeper # 0000077654 .00
ACCT #: 000000000209 28.00
10/30/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/02/23 13a Fiduciary's Partial Account 03 26.00
11/02/23 13.1 Receipts and Disbursements .00
11/02/23 13.2 Assets Remaining in Fiduciary's Hands 2305004.11 .00
11/02/23 Receipt 616458 31.00
11/03/23 13e Entry Setting Hearing on Account .00
11/03/23 Pay out made through bookkeeper # 0000077739 .00
ACCT #: 000000000209 19.00
11/06/23 22ni Investigator Review of Guardian's Report .00
11/09/23 l LETTER:Cover Letter. 11/06/2023 .00
11/09/23 1ca Application for Attorney Fees 10.00
Scott D. Holmes 4070.62
0.00
11/09/23 1cc Consent to Attorney Fees 4070.62 .00
0.00
11/09/23 fs Fee Schedule .00
11/09/23 morf Magistrate's Order Regarding Fees 4070.62 .00
0.00
11/09/23 1cd Application for Fiduciary Fees 10.00
Steven E. Burk. 12184.50
0.00
11/09/23 1cc Consent to Attorney Fees 12184.50 .00
0.00
11/09/23 fs Fee Schedule .00
11/09/23 morf Magistrate's Order Regarding Fees 12184.50 .00
0.00
11/09/23 Receipt 616801 20.00
11/13/23 Pay out made through bookkeeper # 0000077788 .00
ACCT #: 000000000209 30.00
12/18/23 13h Judgment Entry Approving Partial Account .00
09/23/24 16k Notice to File 0017150 1.00
10/04/24 13k Notice to File Account 0017150 1.00
10/14/24 22n Guardian's Report 5.00
10/14/24 Receipt 633623 7.00
10/15/24 Pay out made through bookkeeper # 0000080907 .00
ACCT #: 000000000209 43.00
10/17/24 22ni Investigator Review of Guardian's Report .00
11/25/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/25/24 att Attachments 9.00
11/25/24 15bn Entry Authorizing Expenditure of Funds 978.59 5.00
(Non-Custodial)
11/26/24 l LETTER: .00
Return Account Pickups, Vouchers,
Assets Remaining Return Ck 4741 $50.00
11/27/24 1cd Application for Fiduciary Fees 10.00
Steven E Burk
11/27/24 fs Fee Schedule 4.00
11/27/24 1ce Entry Approving Fiduciary Fees 11842.54 .00
11/27/24 1ca Application for Attorney Fees 10.00
Scott D Holmes
11/27/24 fs Fee Schedule .00
11/27/24 1cb Entry Approving Attorney Fees 2550.00 .00
11/27/24 cos Certificate of Service .00
12/03/24 cc Certified Copy 2.00
12/03/24 Receipt 636054 50.00
12/16/24 13a Fiduciary's Partial Account 04 22.00
12/16/24 13.1 Receipts and Disbursements .00
12/16/24 13.2 Assets Remaining in Fiduciary's Hands 2282506.07 .00
12/16/24 ex Extra Pages 4.00
12/16/24 Receipt 636812 26.00
12/17/24 13e Entry Setting Hearing on Account .00
12/17/24 Pay out made through bookkeeper # 0000081457 .00
ACCT #: 000000000209 24.00
01/27/25 13h Judgment Entry Approving Partial Account .00
03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/14/25 dc Death Certificate .00
Rose M Burk
05/14/25 50m Application to Terminate 10.00
05/14/25 50p Entry Terminating and Ordering Final 09/30/2025 5.00
Account
05/22/25 dec Ward Deceased. .00
05/30/25 13.0 Fiduciary's Final Account 05 22.00
05/30/25 13.1 Receipts and Disbursements .00
05/30/25 ex Extra Pages 3.00
05/30/25 Receipt 645417 40.00
06/02/25 13e Entry Setting Hearing on Account .00
06/02/25 Pay out made through bookkeeper # 0000082910 .00
ACCT #: 000000000209 60.00
07/14/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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