Case Docket

Case Number: 611286  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : HELMUTH, AVIS Y
AKA :

Date Code Description Reference Receipt Cost
07/12/21 01 Case Number (Daily Reporter) 10.00
07/12/21 02 Forms 10.00
07/12/21 03 Docketing & Index 15.00
07/12/21 04 Computerized Legal Research 3.00
07/12/21 05 Computer Fee 10.00
07/12/21 07 Legal Aid Trust Fund 26.00
07/12/21 08 Dispute Resolution Fund 15.00
07/12/21 gi Guardianship Investigator's Expense 75.00
07/12/21 16 Special Projects Fund 15.00
07/12/21 cb COST BILL .00
07/12/21 17.0 Application for Appointment of Guardian 20.00
Kathy A. Baker
07/12/21 ge Entry Setting Hearing 08/30/2021 .00
11:00 A.M.
07/12/21 eb Exhibit A .00
Zoom invite
07/12/21 15.0 Next of Kin .00
07/12/21 15.1 Waiver of Notice .00
Virgil G. Helmuth
Herschel S. Helmuth
07/12/21 15.2 Guardian - Fiduciary's Acceptance .00
07/12/21 15.3 Affidavit of Additional Information .00
07/12/21 15.4 Guardian's Credibility Application .00
07/12/21 16.1 Affidavit of Custody .00
07/12/21 17ca Change of Address Information for .00
Guardianships
07/12/21 psoe Statement of Expert Evaluation .00
07/12/21 misc Miscellaneous Filing .00
07/12/21 15.8 Adult Guardianship Service Information .00
07/12/21 l LETTER: Cover .00
07/12/21 Receipt 574761 199.00
07/14/21 Pay out made through bookkeeper # 0000068983 .00
ACCT #: 000000000209 26.00
07/25/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/27/21 bcr Background Check Received .00
Kathy Baker
08/16/21 17.8 Investigator's Report .00
08/16/21 cos Certificate of Service Jennifer 8.00
Kincaid,LSW
08/30/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/30/21 igf Indigent Guardianship Fund 30.00
08/30/21 adl Additional Letters of Authority 2.00
08/30/21 cb COST BILL .00
08/30/21 17d Magistrate's Decision Worthington .00
Kathy Baker should be appointed gaurdian
of the person and estate of Avis Helmuth
Bond $150,000.00
08/30/21 17b Notice To Attorneys and Parties .00
08/30/21 17c Findings of Fact .00
08/30/21 17n Entry Adopting Magistrate's Decision 5.00
08/30/21 cos Certificate of Service .00
08/30/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BAKER, KATHY A. (fidy)
08/30/21 15.9 Oath of Guardian .00
08/30/21 4.2 Fiduciary's Bond/RLI Surety 150000.00 .00
CBS
N Romanelli
08/30/21 bacb Bond Application for CBS Agency .00
08/30/21 att Attachments .00
08/30/21 dr Digital Record of Hearing HJW .00
08/30/21
Zoom
08/30/21 rgg Receipt of guardianship guide .00
08/30/21 Receipt 577105 50.00
08/30/21 15c Application to Release Funds to guardian .00
08/30/21 15d Entry Authorizing Release of Funds 40498.64 5.00
U.S. Bank Platinum Checking Acct 4305
08/30/21 cc Certified Copy 1.00
08/30/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/30/21 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
08/30/21 Receipt 577110 21.00
10/06/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/06/21 15bn Entry Authorizing Expenditure of Funds 1209.99 5.00
(Non-Custodial) 1409.99
1000.00
100.00/week
10/06/21 Receipt 578911 15.00
10/28/21 1ae Entry Increasing Bond 300000.00 5.00
RLI Surety
10/28/21 4.2 Fiduciary's Bond/RLI Surety 450000.00 .00
RLI Surety
N Romanelli
10/28/21 bacb Bond Application for CBS Agency .00
10/28/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
10/28/21 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 50791.70
001
10/28/21 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 66887.45
002
10/28/21 cc Certified Copy 1.00
10/28/21 15c Application to Release Funds to Guardian .00
10/28/21 15d Entry Authorizing Release of Funds 112767.52 5.00
US Bank acct 3184
10/28/21 cc Certified Copy 1.00
11/02/21 6k Notice to File Inventory 0062224 1.00
11/04/21 1ae Entry Increasing Bond 350000.00 5.00
RLI
11/04/21 4.2 Fiduciary's Bond/RLI Surety 800000.00 .00
CBS
N Romanelli
11/04/21 bacb Bond Application for CBS Agency .00
11/04/21 cpi Confidential Personal Identifiers .00
11/04/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/04/21 att Attachments .00
11/04/21 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
11/04/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/04/21 16b Entry Ordering Deposit of Assets JPMORG/TRUST 5.00
In Lieu of Bond 1087782.99
003
11/04/21 Receipt 580375 43.00
11/05/21 Pay out made through bookkeeper # 0000070224 .00
ACCT #: 000000000209 12.00
11/17/21 16c Verification of Receipt or Deposit HNB .00
50791.70
001 Y
11/17/21 16c Verification of Receipt or Deposit HNB .00
66887.45
002 Y
12/03/21 m Motion to Set Aside Entry .00
12/03/21 e Entry Granting Motion to set aside Entry TAS 5.00
12/03/21 cc Certified Copy 1.00
12/03/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/03/21 16ba Amended Entry Ordering Deposit of PARK NATL TR 5.00
Assets in Lieu of Bond 1087782.99
003
12/03/21 cc Certified Copy 1.00
12/03/21 Receipt 581733 12.00
12/06/21 Pay out made through bookkeeper # 0000070497 .00
ACCT #: 000000000209 9.00
12/10/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/10/21 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 48188.92
004
12/10/21 att Attachments .00
12/10/21 cc Certified Copy 1.00
12/10/21 Receipt 582072 6.00
01/28/22 6m Citation to File Inventory sent to fidy 5.00
01/28/22 vcos Certificate of Service for Virtual Mail .00
01/28/22 vcs Virtual Service Mail Sent 6.18
Kathy A Baker 409864
01/28/22 vcs Virtual Service Mail Sent 6.18
Wade E Harrison 409871
02/01/22 vcr Virtual Service Returned .00
KAB 409864
02/14/22 1ca Application for Attorney Fees 10.00
Wade E Harrison
02/14/22 1cc Consent to Attorney Fees .00
Kathy Baker
02/14/22 fs Fee Schedule .00
02/14/22 morf Magistrate's Order Regarding Fees 14245.00 .00
02/14/22 Receipt 584995 15.00
02/15/22 16c Verification of Receipt or Deposit HNB .00
37105.46
004 Y
02/16/22 16c Verification of Receipt or Deposit PARK NATL TR .00
1020432.30
003 Y
02/22/22 l LETTER:Cover Letter. 02/10/2022. .00
02/22/22 6.0 Inventory 1794423.58 7.00
02/22/22 l LETTER:Need ongoing court costs. .00
03/01/22 Receipt 585760 19.36
04/04/22 50m Application to Terminate Guardianship 10.00
04/04/22 att Attachments .00
04/04/22 1e Entry Setting Hearing 05/18/2022 5.00
9:00 AM
04/04/22 eb Exhibit A .00
04/14/22 Receipt 588323 15.00
05/16/22 l LETTER: cover 05/10/2022 .00
05/17/22 17.8g Court Investigator's Comments Leslie .00
Williams
05/18/22 17d Magistrate's Decision with Notice MCD .00
-Guardianship of the Person & Estate
of Avis Y. Helmuth be TERMINATED. Kathy
Baker is dischged. Final Acct 08/05/2022
05/18/22 17b Notice To Attorneys and Parties .00
05/18/22 17c Findings of Fact .00
05/18/22 cos Certificate of Service .00
05/19/22 dr Digital Record of Hearing MCD .00
5/18/22 ZOOM
05/27/22 2.1 Notice .00
to inform the court that Avis Y. Helmuth
executed both a Durable poa and poa
for Healthcare on May 18, 2022
06/10/22 cos Certificate of Service .00
06/10/22 mo Magistrate's Order Judge Mackey .00
08/15/22 l LETTER: .00
From Wade E.Harrison
11/07/22 13r Custodial Year End Report 2021 HNB .00
117686.08
11/30/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/13/23 13m Citation to File Account sent to fidy 5.00
04/14/23 vcos Certificate of Service for Virtual Mail .00
04/14/23 vcs Virtual Service Mail Sent 6.85
Kathy A Baker 488104
04/14/23 vcs Virtual Service Mail Sent 6.85
Wade E Harrison 488111
04/25/23 vcr Virtual Service Returned .00
ARR 487961
04/25/23 vcr Virtual Service Returned .00
WEH 488111
06/09/23 8ac Entry Continuing Citation Hearing For 06/30/2023 5.00
Account
06/09/23 rm Regular Mail Sent .00
06/09/23 eb Exhibit .00
Zoom Hearing
06/09/23 dr Digital Record of Hearing TAS .00
6/9/23 ZOOM CITATION HEARING
06/26/23 13.0 Fiduciary's Final Account 01 29.00
06/26/23 13.1 Receipts and Disbursements .00
06/26/23 poa Power of Attorney .00
06/27/23 13e Entry Setting Hearing on Account .00
06/27/23 Receipt 610023 52.70
08/08/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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