Case Docket

Case Number:	611757
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	MC KINNEY, LONNIE
AKA :

Date	Code	Description	Reference	Receipt	Cost
08/05/21	01	Case Number (Daily Reporter)			10.00
08/05/21	02	Forms			10.00
08/05/21	03	Docketing & Index			15.00
08/05/21	04	Computerized Legal Research			3.00
08/05/21	05	Computer Fee			10.00
08/05/21	07	Legal Aid Trust Fund			26.00
08/05/21	08	Dispute Resolution Fund			15.00
08/05/21	gi	Guardianship Investigator's Expense			75.00
08/05/21	16	Special Projects Fund			15.00
08/05/21	cb	COST BILL			.00
08/05/21	17.0	Application for Appointment of Guardian			20.00
		Jill Wilson
08/05/21	ge	Entry Setting Hearing	09/08/2021		.00
			2:00 P.M.
08/05/21	eb	Exhibit	A		.00
		Zoom invite
08/05/21	15.0	Next of Kin			.00
08/05/21	15.1	Waiver of Notice			.00
		Jill Willson
08/05/21	15.2	Guardian - Fiduciary's Acceptance			.00
08/05/21	15.3	Affidavit of Additional Information			.00
08/05/21	15.4	Guardian's Credibility Application			.00
08/05/21	16.1	Affidavit of Custody			.00
08/05/21	17ca	Change of Address Information for			.00
		Guardianships
08/05/21	psoe	Statement of Expert Evaluation			.00
08/05/21	dl	Copy of Driver's License of:			.00
		Jill Marie Wilson
08/05/21	15.8	Adult Guardianship Service Information			.00
08/05/21		Receipt	576002	199.00
08/30/21	17.8	Investigator's Report			.00
08/30/21	cos	Certificate of Service			14.00
09/07/21	bcr	Background Check Received			.00
		Jill WIlson	BCI and FBI
09/20/21	1da	Application for Continuance of Hearing			.00
09/20/21	1de	Entry Continuing Hearing	10/22/2021		5.00
			2:00 PM
09/20/21	eb	Exhibit ZOOM			.00
09/20/21	cos	Certificate of Service			.00
10/25/21	dr	Digital Record of Hearing	ELC		.00
		10/22/2021 ZOOM
10/26/21	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
10/26/21	rgg	Receipt of guardianship guide			.00
10/26/21	17d	Magistrate's Decision	Cook		.00
		Jill Wilson be appointed guardian of
		person and estate of Lonnie Mc Kinney.
		Posting bond $275,000.00
10/26/21	17b	Notice To Attorneys and Parties			.00
10/26/21	17c	Findings of Fact			.00
10/26/21	17n	Entry Adopting Magistrate's Decision			5.00
10/26/21	cos	Certificate of Service			.00
12/13/21	igf	Indigent Guardianship Fund			30.00
12/13/21	adl	Additional Letters of Authority			1.00
12/13/21	cb	COST BILL			.00
12/13/21	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		WILSON, JILL	(fidy)
12/13/21	adl	Additional Letters of Authority			1.00
12/13/21	15.9	Oath of Guardian			.00
12/13/21	4.2	Fiduciary's Bond/RLI Surety	275000.00		.00
			CBS
			N Romanelli
12/13/21	bacb	Bond Application for CBS Agency			.00
12/13/21	att	Attachments			.00
		Signature page and credibility
12/13/21		Receipt	582175	61.00
02/15/22	6k	Notice to File Inventory	0087740		1.00
03/18/22	3.a	Application to Appoint Appraiser			.00
03/18/22	3.ae	Entry Appointing Appraiser	46		5.00
03/18/22	att	Attachments			.00
03/29/22	app	Application to Deposit Proceeds of Real			.00
		Estate Sale to Family Trust.
03/29/22	1ae	Entry Increasing Bond	290000.00		5.00
			RLI
03/29/22	4.2	Fiduciary's Bond/RLI Surety	565000.00		.00
			CBS
			N Romanelli
03/29/22	bacb	Bond Application for CBS Agency			.00
03/29/22	6.0	Inventory	281948.86		7.00
04/08/22	m	Motion by Guardian for Real Estate			.00
		sale by consent
04/08/22	e	Entry	kag		5.00
04/08/22	c1	Waiver and Consent			.00
		Rachel Hansen
04/08/22	10j	Consent to Power to Sell Real Estate			1.00
		Jill Watson
04/08/22	misc	Legal Description			.00
04/08/22	c1	Waiver and Consent			.00
		Rachel Hansen
04/08/22	misc	Real Estate Appraisal			.00
04/25/22		Receipt	588810	24.00
04/26/22		Pay out made through bookkeeper	# 0000071850		.00
		ACCT #: 000000000209 76.00
05/05/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/05/22	att	Attachments			.00
05/05/22	15bn	Entry Authorizing Expenditure of Funds	10600.00/mnt		5.00
		(Non-Custodial)
05/20/22		Receipt	590250	15.00
11/15/22	16k	Notice to File	0087740		1.00
11/15/22	13k	Notice to File Account	0087740		1.00
12/02/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
01/13/23	l	LETTER: to Kelly Parks			.00
		from Lindsay E Webster
02/10/23	14.7	Application to Extend Time to File			.00
		Report
02/10/23	14.8	Entry Extending Time to File Report/	03/31/2023		5.00
		- Extending Hearing
03/24/23	22n	Guardian's Report			5.00
03/24/23	soe	Statement of Expert Evaluation			.00
03/24/23	misc	Miscellaneous Filing			.00
		Progress History
03/31/23	22ni	Investigator Review of Guardian's Report			.00
04/04/23	17.1d	Application to Dispense with Subsequent			.00
		Statements of Expert Evaluation
04/04/23	17.1e	Entry Dispensing with the Filing of			5.00
		Subsequent Statements of Expert
		Evaluation
04/07/23	l	LETTER: to Jill Wilson			.00
06/12/23	15c	Application to Release Funds to Guardian			.00
06/12/23	att	Attachment			.00
06/12/23	15d	Entry Authorizing Release of Funds			5.00
		From PNC Checking Acct. #2686 to	201.02
		Huntington Checking Acct. #9413
06/12/23	cc	Certified Copy			1.00
07/19/23	13m	Citation to File Account	sent to fidy		5.00
07/19/23	vcos	Certificate of Service for Virtual Mail			.00
07/19/23	vcs	Virtual Service Mail Sent			7.21
		Jill Wilson	507614
07/19/23	vcs	Virtual Service Mail Sent			4.21
		Kelly C Parks	507621
07/19/23	vcs	Virtual Service Mail Sent			3.00
		Kelly C Parks	507621
08/02/23	vcr	Virtual Service Returned			.00
		JW	507614
08/02/23	vcr	Virtual Service Returned			.00
		KCP	507621
08/09/23		Receipt	612199	23.00
09/22/23	dr	Digital Record of Hearing	MCD		.00
		09/22/2023 / 22B
		9:56:55am-10:00:10am
09/27/23	8ac	Entry Continuing Citation Hearing For	12/01/2023		5.00
		Account
09/27/23	rm	Regular Mail Sent			.00
09/27/23	rm	Regular Mail Sent			.00
09/27/23	eb	Exhibit			.00
10/31/23	ci	ANNUAL PHYSICAL/ELECTRONIC - 2023			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
12/01/23	l	LETTER:			.00
		Return 1st Account Pickups,Font,Vouchers
		Asset Remaining.
12/01/23	8ac	Entry Continuing Citation Hearing For	01/26/2024		5.00
		Account
12/01/23	rm	Regular Mail Sent			.00
12/01/23	rm	Regular Mail Sent			.00
12/01/23	eb	Exhibit			.00
		Zoom Hearing
12/01/23	dr	Digital Record of Hearing	MCD		.00
		12/01/2023 / 22A
		9:51:05am-9:53:52am
01/26/24	8ac	Entry Continuing Citation Hearing For	03/29/2024		5.00
		Account
01/26/24	rm	Regular Mail Sent			.00
01/26/24	rm	Regular Mail Sent			.00
01/26/24	eb	Exhibit			.00
		Zoom Hearing
01/26/24	dr	Digital Record of Hearing	MCD		.00
		01/26/2024 / 22A
		9:56:22am-9:58:23am
01/31/24	l	LETTER:Cover Letter. 01/26/2024			.00
01/31/24	6a	Amended Inventory	277120.97		7.00
01/31/24	6n	Appraiser's Certificate	v		3.00
			Amended.
01/31/24	13a	Fiduciary's Partial Account	01		22.00
01/31/24	13.1	Receipts and Disbursements			.00
01/31/24	13.2	Assets Remaining in Fiduciary's Hands	93539.29		.00
01/31/24	ex	Extra Pages			9.00
02/01/24	13e	Entry Setting Hearing on Account			.00
02/13/24		Receipt	621321	75.42
02/27/24	16k	Notice to File	0087740		1.00
03/13/24	13h	Judgment Entry Approving Partial Account			.00
07/25/24	22n	Guardian's Report			5.00
07/25/24	22p	Annual Guardianship Plan			.00
07/26/24	22ni	Investigator Review of Guardian's Report			.00
07/26/24	13a	Fiduciary's Partial Account	02		22.00
07/26/24	13.1	Receipts and Disbursements			.00
07/26/24	13.2	Assets Remaining in Fiduciary's Hands	47229.84		.00
07/26/24	ex	Extra Pages			4.00
07/26/24	l	LETTER:			.00
		Court cost
07/26/24	mo	Magistrate's Order	09/23/2024		5.00
		-Hearing	10:00 AM
07/26/24	eb	Exhibit a			.00
07/26/24	cos	Certificate of Service			.00
07/29/24	13e	Entry Setting Hearing on Account			.00
08/06/24		Receipt	630064	32.00
09/20/24	dr	Digital Record of Hearing	TAS		.00
		09/20/2024 / Zoom
09/23/24	dr	Digital Record of Hearing	TAS		.00
		09/23/2024 / Zoom
09/24/24	mo	Magistrate's Order	TAS		5.00
		-Guardian file a Amended Acct in
		Compliance with Local Rule 64.9, &
		Sup R.64(B) by 10/31/2024
09/24/24	cos	Certificate of Service			.00
10/11/24	13h	Judgment Entry Approving Partial Account			.00
11/07/24	l	LETTER:			.00
		Retrun Amended Account Vouchers Assets
		Remaining
12/31/24	13a	Fiduciary's Partial Account-Amended	02		22.00
12/31/24	13.1	Receipts and Disbursements			.00
12/31/24	13.2	Assets Remaining in Fiduciary's Hands	47229.84		.00
12/31/24	l	LETTER:			.00
		To Attorney For Court Costs
01/02/25	13e	Entry Setting Hearing on Account			.00
01/13/25		Receipt	637909	32.00
02/05/25	22n	Guardian's Report			5.00
02/05/25	22p	Annual Guardianship Plan			.00
02/05/25		Receipt	639183	5.00
02/06/25		Pay out made through bookkeeper	# 0000081911		.00
		ACCT #: 000000000209 22.00
02/06/25	l	LETTER:			.00
		Missing vouchers and court cost
02/12/25	22ni	Investigator Review of Guardian's Report			.00
02/12/25	13h	Judgment Entry Approving Partial Account			.00
02/20/25	13a	Fiduciary's Partial Account	03		22.00
02/20/25	13.1	Receipts and Disbursements			.00
02/20/25	13.2	Assets Remaining in Fiduciary's Hands	10732.77		.00
02/20/25	ex	Extra Pages			5.00
02/20/25	l	LETTER:			.00
		Court cost
02/21/25	13e	Entry Setting Hearing on Account			.00
02/28/25		Receipt	640444	27.00
02/28/25		Void Receipt	640444		27.00
03/03/25		Receipt	640539	27.00
03/20/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
04/03/25	13h	Judgment Entry Approving Partial Account			.00
08/27/25	15c	Application to Release Funds			.00
08/27/25	15d	Entry Authorizing Release of Funds	10500.00		5.00
		Morgan Stanley IRA 4938	JAA
08/27/25		Receipt	650232	5.00
01/05/26	16k	Notice to File	0087740		1.00
01/20/26	13k	Notice to File Account	0087740		1.00
05/06/26	1e	Entry Setting Hearing	05/18/2026		5.00
			1:30 PM
05/06/26	m	Motion			.00
05/06/26		Receipt	664913	7.00
05/07/26	eb	Exhibit			.00
05/12/26	cos	Certificate of Service			.00
05/18/26	13m	Citation to File Account	sent to fidy		5.00
05/18/26	dr	Digital Record of Hearing	BCH		.00
		05/18/2026 / Zoom
05/19/26	vcos	Certificate of Service for Virtual Mail			.00
05/19/26	vcs	Virtual Service Mail Sent			8.86
		Jill Wilson	136664
05/19/26	vcs	Virtual Service Mail Sent			8.86
		Kelly C Parks	136671
05/26/26	vcr	Virtual Service Returned			.00
		A0087740	136671
06/04/26	noam	Notice of Appearance of Counsel			.00
06/04/26	cos	Certificate of Service			.00
06/04/26		Receipt	666693	22.72
06/09/26	vcr	Virtual Service Returned			.00
		F01	136664
06/24/26	22n	Guardian's Report			5.00
06/24/26		Receipt	667781	5.00
06/25/26	22ni	Investigator Review of Guardian's Report			.00
07/17/26	dr	Digital Record of Hearing	MCD		.00
		07/17/2026 / 22A
		9:15:22am-10:03:35am
07/21/26	8ac	Entry Continuing Citation Hearing For	08/21/2026		5.00
		Account
07/21/26	rm	Regular Mail Sent			.00
07/21/26	rm	Regular Mail Sent			.00
		BALANCE DUE			5.00

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