Case Docket

Case Number: 605991  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : LUTZ, JUDITH L.
AKA :


Date Code Description Reference Receipt Cost
09/22/20 01 Case Number (Daily Reporter) 10.00
09/22/20 02 Forms 10.00
09/22/20 03 Docketing & Index 15.00
09/22/20 04 Computerized Legal Research 3.00
09/22/20 05 Computer Fee 10.00
09/22/20 07 Legal Aid Trust Fund 26.00
09/22/20 08 Dispute Resolution Fund 15.00
09/22/20 gi Guardianship Investigator's Expense 75.00
09/22/20 16 Special Projects Fund 15.00
09/22/20 cb COST BILL .00
09/22/20 17.0 Application for Appointment of Guardian 20.00
Callie S. Haynes
09/22/20 ge Entry Setting Hearing 10/22/2020 .00
11:00 AM
09/22/20 15.0 Next of Kin .00
09/22/20 15.2 Guardian - Fiduciary's Acceptance .00
09/22/20 15.3 Affidavit of Additional Information .00
09/22/20 15.4 Guardian's Credibility Application .00
09/22/20 psoe Statement of Expert Evaluation .00
09/22/20 Receipt 560683 199.00
09/22/20 cb COST BILL .00
09/22/20 17.0 Application for Appointment of Guardian 20.00
09/22/20 15.0 Next of Kin .00
09/22/20 15.2 Guardian - Fiduciary's Acceptance .00
09/22/20 15.3 Affidavit of Additional Information .00
09/22/20 15.4 Guardian's Credibility Application .00
09/22/20 02 Forms 10.00
09/22/20 03 Docketing & Index 15.00
09/22/20 04 Computerized Legal Research 3.00
09/22/20 05 Computer Fee 10.00
09/22/20 08 Dispute Resolution Fund 15.00
09/22/20 16 Special Projects Fund 15.00
09/22/20 Receipt 560684 88.00
09/23/20 eb Exhibit A .00
Zoom invite
10/14/20 17.8 Investigator's Report .00
10/14/20 cos Certificate of Service Jennifer 18.00
Kincaid,LSW
10/14/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/14/20 bcr Background Check Received .00
Callie Sue Haynes (FBI)
10/19/20 cb COST BILL .00
10/19/20 17.0 Application for Appointment of Guardian 20.00
Lois Ann Valdez (successor)
10/19/20 02 Forms 10.00
10/19/20 03 Docketing & Index 15.00
10/19/20 04 Computerized Legal Research 3.00
10/19/20 05 Computer Fee 10.00
10/19/20 07 Legal Aid Trust Fund 26.00
10/19/20 08 Dispute Resolution Fund 15.00
10/19/20 16 Special Projects Fund 15.00
10/19/20 15.0 Next of Kin .00
10/19/20 15.2 Guardian - Fiduciary's Acceptance .00
10/19/20 15.3 Affidavit of Additional Information .00
10/19/20 15.4 Guardian's Credibility Application .00
10/19/20 rgg Receipt of guardianship guide .00
10/19/20 rgg Receipt of guardianship guide .00
10/19/20 eb Exhibit A .00
10/19/20 l LETTER: .00
10/19/20 Receipt 562001 132.00
10/20/20 m Motion to withdraw application for .00
appointment of guardian of the estate.
- entry declined -
10/22/20 17d Magistrate's Decision Stone .00
-Callie Haynes be appt guardian of the
person of Judith L. Lutz. Ms Valdez will
be appt guardian of the estate upon
10/22/20 ex submission of a satisfactory BCI report .00
& bond of $148000.00, by 11/30/2020
10/22/20 17b Notice To Attorneys and Parties .00
10/22/20 17c Findings of Fact .00
10/22/20 17n Entry Adopting Magistrate's Decision Stone 5.00
10/22/20 cos Certificate of Service .00
10/26/20 bcr Background Check Received .00
Lois Valdez
11/05/20 cb COST BILL .00
11/05/20 igf Indigent Guardianship Fund 30.00
11/05/20 adl Additional Letters of Authority 1.00
11/05/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HAYNES, CALLIE S (fidy)
11/05/20 15.9 Oath of Guardian .00
11/05/20 cb COST BILL .00
11/05/20 igf Indigent Guardianship Fund 30.00
11/05/20 adl Additional Letters of Authority 1.00
11/05/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
VALDEZ, LOIS ANN (fidy)
11/05/20 15.9 Oath of Guardian .00
11/05/20 4.2 Fiduciary's Bond/OH Casualty Ins Co 148000.00 .00
Seibertkeck
P Koehler
11/05/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
11/05/20 att Attachments .00
creditability & signature pages
11/05/20 Receipt 562942 77.00
11/24/20 misc Letter and Mission Statement .00
11/30/20 app Application To Place Will On Deposit .00
11/30/20 nc Notice of Change of Address of: .00
12/15/20 6.0 Inventory 109417.29 7.00
VALDEZ, LOIS ANN (fidy)
01/04/21 Receipt 565372 7.00
01/12/21 1ca Application for Attorney Fees 10.00
Mark W. Koehler
01/12/21 1cb Entry Approving Attorney Fees 3250.00 .00
552.00
01/12/21 1cc Consent to Attorney Fees .00
Lois Ann Valdez
01/12/21 fs Fee Schedule .00
01/12/21 15c Application to Release Funds to Guardian .00
01/12/21 15d Entry Authorizing Release of Funds 24007.46 5.00
Stone
01/12/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/12/21 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
01/12/21 cc Certified Copy 2.00
01/12/21 Receipt 565785 32.00
04/16/21 l LETTER: cover 04/16/2021 .00
04/16/21 sc Substitution of Counsel 0097075 .00
on behalf of Guardian of the person,
Callie Haynes & Guardian of the estate,
Lois Valdez
04/16/21 10j Consent to Power to Sell Real Estate 1.00
Nathan L. Lutz
04/16/21 e Entry Regarding bond & Closing Costs HJW 5.00
Consent to Power to Sell Real Estate
04/16/21 6n Appraiser's Certificate V 3.00
Ann E. Ciardelli
04/16/21 hud Settlement Statement .00
04/16/21 ex Extra Pages 12.00
04/20/21 1ae Entry Increasing Bond 72000.00 5.00
Seibertkeck
04/20/21 4.2 Fiduciary's Bond/OH Casualty Ins Co 220000.00 .00
Seibertkeck
P Koehler
04/20/21 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
04/20/21 l LETTER: fax cover letter 04/19/2021 .00
04/20/21 Receipt 570828 26.00
04/21/21 sc Substitution of Counsel 0097075 .00
guardian of Person, Callic Haynes &
guardian of Estate, Lois Valdez
HAYNES, CALLIE S (fidy)
07/21/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/06/21 16k Notice to File 0097075 1.00
10/06/21 13k Notice to File Account 0097075 1.00
10/13/21 22n Guardian's Report 5.00
HAYNES, CALLIE S (fidy)
10/13/21 22ni Investigator Review of Guardian's Report .00
11/03/21 misc Annual Report by GDN of Estate .00
11/03/21 l LETTER: .00
Vouchers, bank statements, Court cost
11/08/21 soe Statement of Expert Evaluation .00
HAYNES, CALLIE S (fidy)
11/08/21 l LETTER: Balance due $7.00 .00
11/15/21 13n Application to Extend Time to File .00
Account
11/15/21 13o Entry Extending Time to File Account 02/24/2022 5.00
VALDEZ, LOIS ANN (fidy)
11/16/21 Receipt 580840 7.00
03/09/22 l LETTER:Format for Account is incorrect. .00
Need voucher numbers.
08/16/22 13m Citation to File Account sent to fidy 5.00
08/16/22 vcos Certificate of Service for Virtual Mail .00
08/16/22 vcs Virtual Service Mail Sent 6.18
Lois Ann Valdez 449310
08/16/22 vcs Virtual Service Mail Sent 6.18
Wren S Kruse 449327
08/23/22 vcr Virtual Service Returned .00
WSK 449327
08/23/22 vcr Virtual Service Returned .00
LAV 449310
10/11/22 16k Notice to File 0097075 1.00
10/20/22 13a Fiduciary's Partial Account 01 22.00
VALDEZ, LOIS ANN (fidy)
10/20/22 13.1 Receipts and Disbursements .00
10/20/22 13.2 Assets Remaining in Fiduciary's Hands 23785.80 .00
10/20/22 ex Extra Pages 4.00
10/20/22 l LETTER:Need court costs. .00
10/21/22 13e Entry Setting Hearing on Account .00
10/25/22 22n Guardian's Report 5.00
HAYNES, CALLIE S (fidy)
10/25/22 soe Statement of Expert Evaluation .00
HAYNES, CALLIE S (fidy)
10/25/22 l LETTER: .00
Callie S. Haynes
10/27/22 Receipt 598136 49.36
10/28/22 22ni Investigator Review of Guardian's Report .00
11/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/01/22 13h Judgment Entry Approving Partial Account .00
12/09/22 13a Fiduciary's Partial Account 02 24.00
VALDEZ, LOIS ANN (fidy)
12/09/22 13.1 Receipts and Disbursements .00
12/09/22 13.2 Assets Remaining in Fiduciary's Hands 5624.06 .00
12/09/22 Receipt 600150 29.00
12/12/22 13e Entry Setting Hearing on Account .00
01/23/23 13h Judgment Entry Approving Partial Account .00
03/22/23 13c Fiduciary's Final Account (Keep Open) 03 22.00
VALDEZ, LOIS ANN (fidy)
03/22/23 13.1 Receipts and Disbursements .00
03/22/23 l LETTER: .00
Lois Valdez
03/22/23 l LETTER: .00
To GDN For Court Costs
03/23/23 13e Entry Setting Hearing on Account .00
03/24/23 13e Entry Setting Hearing on Account .00
04/04/23 Receipt 605784 22.00
05/03/23 13j Judgment Entry Approving Final Account .00
(Keep Open)
09/26/23 16k Notice to File 0097075 1.00
10/26/23 22n Guardian's Report 5.00
HAYNES, CALLIE S (fidy)
10/26/23 att Attachments .00
10/30/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/30/23 soe Statement of Expert Evaluation .00
HAYNES, CALLIE S (fidy)
11/29/23 22ni Investigator Review of Guardian's Report .00
01/05/24 11a Resignation of Fiduciary 5.00
01/05/24 11b Entry Accepting Resignation and Ordering 03/01/2024 5.00
Final Account
VALDEZ, LOIS ANN (fidy)
01/05/24 l LETTER: .00
To Lois Valdez
01/25/24 Receipt 620314 16.00
01/25/24 13.0 Fiduciary's Final Account 01 22.00
VALDEZ, LOIS ANN (fidy)
QIT
01/25/24 13.1 Receipts and Disbursements .00
01/25/24 ex Extra Pages 1.00
01/25/24 l LETTER: .00
To Lois Lutz For Court Costs
01/26/24 13e Entry Setting Hearing on Account .00
02/06/24 Receipt 620960 23.00
03/07/24 13i Judgment Entry Approving Final Account .00
09/30/24 16k Notice to File 0097075 1.00
10/09/24 22n Guardian's Report 5.00
HAYNES, CALLIE S (fidy)
10/09/24 att Attachments .00
10/15/24 22ni Investigator Review of Guardian's Report .00
10/18/24 Receipt 633918 6.00
11/08/24 eml e-Mail Correspondence Received from: .00
-Lois Valdz
(NOT EVIDENCE)
03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/22/25 misc Citation to File Expert Evaluation .00
04/22/25 vcos Certificate of Service for Virtual Mail .00
04/22/25 vcs Virtual Service Mail Sent .00
Satira Streeter Corbitt 068514
04/22/25 op Notice and Entry Re-Opening Case .00
(REACTIVATION ONLY)
04/22/25 vcos Certificate of Service for Virtual Mail .00
04/22/25 vcs Virtual Service Mail Sent .00
Callie S Haynes 068507
06/03/25 vcmw Virtual Service Returned/NO SERVICE .00
Callie S Haynes Unclaimed 068507
07/02/25 misc Entry Continuing Citation Hearing for .00
Expert Evaluation
HAYNES, CALLIE S
07/02/25 rm Regular Mail Sent .00
Callie S Haynes
07/29/25 rmr Regular Mail Returned/Not Complete .00
Callie S. Haynes
08/11/25 l LETTER: .00
08/28/25 soe Statement of Expert Evaluation .00
HAYNES, CALLIE S (fidy)
08/29/25 misc Entry Dispensing with the Filing of SNR .00
Subsequent Statements of Expert
Evaluation
HAYNES, CALLIE S (fidy)
09/09/25 misc Notice to File .00
10/06/25 dc Death Certificate .00
Judith Lynn Lutz
10/06/25 misc Miscellaneous Filing .00
10/15/25 rmr Regular Mail Returned/Not Complete .00
HAYNES, CALLIE S-Bad address.
10/17/25 50m Application to Terminate Guardianship .00
Person & Estate
-ward is deceased 09/14/2025
10/17/25 50n Entry Terminating and Dispensing with Y .00
Final Account
HAYNES, CALLIE S (fidy)
10/17/25 op Notice and Entry Re-Opening Case .00
(REACTIVATION ONLY)
10/17/25 dcr Request to Remove Costs from Docket TAS .00
- $32.32
10/17/25 99 Case Closed .00
BALANCE DUE .00
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