Case Docket

Case Number: 614258  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : MOORE, WAYNE C.
AKA :


Date Code Description Reference Receipt Cost
01/03/22 01 Case Number (Daily Reporter) 10.00
01/03/22 02 Forms 10.00
01/03/22 03 Docketing & Index 15.00
01/03/22 04 Computerized Legal Research 3.00
01/03/22 05 Computer Fee 10.00
01/03/22 07 Legal Aid Trust Fund 26.00
01/03/22 08 Dispute Resolution Fund 15.00
01/03/22 gi Guardianship Investigator's Expense 75.00
01/03/22 16 Special Projects Fund 15.00
01/03/22 cb COST BILL .00
01/03/22 17.0 Application for Appointment of Guardian 20.00
Karen Elaine Moore
01/03/22 ge Entry Setting Hearing 02/25/2022 .00
10:00 A.M.
01/03/22 eb Exhibit A .00
Zoom invite
01/03/22 15.0 Next of Kin .00
01/03/22 15.2 Guardian - Fiduciary's Acceptance .00
01/03/22 15.3 Affidavit of Additional Information .00
01/03/22 15.4 Guardian's Credibility Application .00
01/03/22 16.1 Affidavit of Custody .00
01/03/22 psoe Statement of Expert Evaluation .00
01/03/22 15.8 Adult Guardianship Service Information .00
01/03/22 Receipt 583056 199.00
01/03/22 2y Notice of Hearing .00
01/03/22 cos Certificate of Service .00
01/03/22 vgcs Guardianship: Virtual Service Mail Sent 6.18
Heidi Kambitsch 421712
01/18/22 vcr Virtual Service Returned .00
HK 421712
02/02/22 02 Forms 10.00
02/02/22 03 Docketing & Index 15.00
02/02/22 04 Computerized Legal Research 3.00
02/02/22 05 Computer Fee 10.00
02/02/22 07 Legal Aid Trust Fund 26.00
02/02/22 08 Dispute Resolution Fund 15.00
02/02/22 16 Special Projects Fund 15.00
02/02/22 cb COST BILL .00
02/02/22 17.0 Application for Appointment of Guardian 20.00
Erik Brunckhorst (Estate only)
02/02/22 ge Entry Setting Hearing 02/25/2022 .00
10:00 A.M.
02/02/22 eb Exhibit A .00
Zoom invite
02/02/22 15.0 Next of Kin .00
02/02/22 15.2 Guardian - Fiduciary's Acceptance .00
02/02/22 15.3 Affidavit of Additional Information .00
02/02/22 15.4 Guardian's Credibility Application .00
02/02/22 16.1 Affidavit of Custody .00
02/02/22 psoe Statement of Expert Evaluation .00
02/02/22 15.8 Adult Guardianship Service Information .00
02/02/22 17ca Change of Address Information for .00
Guardianships
02/02/22 Receipt 584575 120.18
02/07/22 Pay out made through bookkeeper # 0000071087 .00
ACCT #: 000000000209 78.82
02/07/22 15.1 Waiver of Notice .00
Heidi F Kambitsch
River Moore
CLayton Moore
02/17/22 17.8 Investigator's Report .00
02/17/22 cos Certificate of Service Jennifer 18.00
Kincaid,LSW
02/28/22 dr Digital Record of Hearing HJW .00
2/25/22 ZOOM
03/01/22 17d Magistrate's Decision Worthington .00
Accordingly, Karen Moore be appointed
guardian of the person of Gary C. Moore.
No bond is required.
03/01/22 ex Extra Pages .00
Erik Brunckhorst be appointed guardian
of the estate for Wayne C. Moore. Bond
is set at $40,000.00
03/01/22 17b Notice To Attorneys and Parties .00
03/01/22 17c Findings of Fact .00
03/01/22 17n Entry Adopting Magistrate's Decision 5.00
03/01/22 cos Certificate of Service .00
03/01/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/03/22 igf Indigent Guardianship Fund 30.00
03/03/22 adl Additional Letters of Authority 1.00
03/03/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MOORE, KAREN ELAINE (fidy)
03/03/22 15.9 Oath of Guardian .00
03/03/22 cb COST BILL .00
03/03/22 igf Indigent Guardianship Fund 30.00
03/03/22 adl Additional Letters of Authority 1.00
03/03/22 cb COST BILL .00
03/03/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BRUNCKHORST, ERIK J. (fidy)
03/03/22 15.9 Oath of Guardian .00
03/03/22 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
N Romanelli
03/03/22 bacb Bond Application for CBS Agency .00
03/03/22 att Attachments .00
Credibiltiy and signature pages
03/03/22 Receipt 585918 95.00
03/04/22 15c Application to Release Funds .00
03/04/22 15d Entry Authorizing Release of Funds 5.00
03/04/22 cc Certified Copy 1.00
03/17/22 15c Application to Release Funds to guardian .00
03/17/22 15d Entry Authorizing Release of Funds 30000.00 5.00
03/17/22 1ae Entry Increasing Bond 110000.00 5.00
RLI
03/17/22 4.2 Fiduciary's Bond/RLI Surety 150000.00 .00
RLI
q N Romanelli
03/17/22 bacb Bond Application for CBS Agency .00
03/17/22 cc Certified Copy 1.00
03/17/22 cc Certified Copy 1.00
03/17/22 Receipt 586740 18.00
03/18/22 Pay out made through bookkeeper # 0000071464 .00
ACCT #: 000000000209 14.00
04/27/22 6.0 Inventory 46073.47 7.00
BRUNCKHORST, ERIK J. (fidy)
04/29/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/29/22 eb Exhibit .00
04/29/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/29/22 cc Certified Copy 1.00
04/29/22 Receipt 589161 23.00
05/17/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/17/22 15bn Entry Authorizing Expenditure of Funds 3750.00 5.00
(Non-Custodial) 3750.00
05/17/22 cc Certified Copy 1.00
05/17/22 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
05/17/22 1cc Consent to Attorney Fees .00
Erik Brunckhorst
05/17/22 fs Fee Schedule .00
05/17/22 morf Magistrate's Order Regarding Fees 3395.00 .00
05/17/22 Receipt 590026 26.00
05/18/22 Pay out made through bookkeeper # 0000072097 .00
ACCT #: 000000000209 6.00
07/28/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/28/22 15bn Entry Authorizing Expenditure of Funds tas 5.00
(Non-Custodial)
07/28/22 cc Certified Copy 1.00
07/28/22 Receipt 593453 16.00
09/16/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/16/22 15bn Entry Authorizing Expenditure of Funds 3369.80 5.00
(Non-Custodial)
09/16/22 ref No Refund Issued: $1.00 or less 1.00
09/16/22 Receipt 596003 16.00
11/14/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/06/23 16k Notice to File Sent To fidy 1.00
02/06/23 16k Notice to File 0090590 1.00
02/06/23 13k Notice to File Account Sent To fidy 1.00
02/06/23 13k Notice to File Account 0090590 1.00
02/28/23 50m Application to Terminate Guardianship 10.00
02/28/23 50p Entry Terminating and Ordering Final 04/07/2023 5.00
Account
BRUNCKHORST, ERIK J. (fidy)
02/28/23 Receipt 603986 15.00
03/15/23 m Motion to Assign Incom .00
03/15/23 att Attachments .00
03/15/23 e Entry DENIED 5.00
03/15/23 Receipt 604675 5.00
04/07/23 22n Guardian's Report 5.00
MOORE, KAREN ELAINE (fidy)
04/07/23 l LETTER: .00
Karen Moore
04/07/23 nc Notice of Change of Address of: .00
New: PO Box 434 Bandon, OR 97411
Old:1230 SW 37 St apt 333 Remond OR97756
Guardian
04/19/23 22ni Investigator Review of Guardian's Report .00
04/27/23 l LETTER: to Karen Elaine Moore .00
05/22/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/22/23 att Attachments .00
05/22/23 15bn Entry Authorizing Expenditure of Funds 375.00 5.00
(Non-Custodial) 590.00
05/22/23 Receipt 608287 16.00
05/23/23 22n Guardian's Report 5.00
MOORE, KAREN ELAINE (fidy)
06/08/23 22ni Investigator Review of Guardian's Report .00
07/06/23 23m Citation to File Expert Evaluation sent to guar 5.00
07/06/23 vcos Certificate of Service for Virtual Mail .00
07/06/23 vcs Virtual Service Mail Sent 6.85
Karen Elaine Moore 499599
07/06/23 vcs Virtual Service Mail Sent 6.85
Erik J Brunckhorst 499605
07/18/23 vcr Virtual Service Returned .00
KEM 499599
08/31/23 soe Statement of Expert Evaluation .00
MOORE, KAREN ELAINE (fidy)
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/28/23 13m Citation to File Account 0090590 fidy 5.00
11/29/23 vcos Certificate of Service for Virtual Mail .00
11/29/23 vcs Virtual Service Mail Sent 7.21
Erik J Brunckhorst 524123
12/12/23 vcr Virtual Service Returned .00
EJB 524123
12/22/23 l LETTER: .00
Return Account Vouchers, Not Final
Return Ck # 6703
01/16/24 13a Fiduciary's Partial Account 01 22.00
BRUNCKHORST, ERIK J. (fidy)
01/16/24 13.1 Receipts and Disbursements .00
01/16/24 13.2 Assets Remaining in Fiduciary's Hands 42394.26 .00
01/16/24 Receipt 619869 65.91
01/17/24 13e Entry Setting Hearing on Account .00
02/27/24 13h Judgment Entry Approving Partial Account .00
04/23/24 16k Notice to File 0090590 1.00
05/20/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/20/24 15bn Entry Authorizing Expenditure of Funds 375.00 5.00
(Non-Custodial)
05/20/24 Receipt 626326 16.00
05/30/24 22n Guardian's Report 5.00
MOORE, KAREN ELAINE (fidy)
06/05/24 22ni Investigator Review of Guardian's Report .00
07/22/24 soe Statement of Expert Evaluation .00
MOORE, KAREN ELAINE (fidy)
07/29/24 22ni review of SOE .00
07/30/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/30/24 15bn Entry Authorizing Expenditure of Funds 3600.00 5.00
(Non-Custodial)
07/30/24 cc Certified Copy 1.00
07/30/24 cos Certificate of Service .00
08/02/24 Receipt 629970 16.00
08/30/24 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
08/30/24 att Attachments .00
08/30/24 15bn Entry Authorizing Expenditure of Funds 3600.00 5.00
(Non-Custodial)
08/30/24 cc Certified Copy 1.00
08/30/24 Receipt 631390 16.00
10/14/24 rmr Regular Mail Returned/Not Complete .00
11/20/24 m Motion to Create Qualified Income Trust .00
11/20/24 e Entry TAS 5.00
-The Court authorizes the Guardian to
create a Qual. Income Trust that adheres
to OH Long Terms Care Med. regulations
11/26/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/26/24 att Attachment .00
11/26/24 15bn Entry Authorizing Expenditure of Funds 1586.69 5.00
(Non-Custodial) 2000.00/mnth
11/26/24 Receipt 635908 25.00
11/27/24 Pay out made through bookkeeper # 0000081287 .00
ACCT #: 000000000209 7.00
12/16/24 13k Notice to File Account 0090590 1.00
03/03/25 13n Application to Extend Time to File .00
Account
03/03/25 13o Entry Extending Time to File Account 04/16/2025 5.00
BRUNCKHORST, ERIK J. (fidy)
03/03/25 Receipt 640551 6.00
03/04/25 Pay out made through bookkeeper # 0000082134 .00
ACCT #: 000000000209 10.00
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/28/25 l LETTER: Return account .00
missing bank statments and assets
remaining.
03/28/25 rusm Regular U.S. Mail .69
04/07/25 13a Fiduciary's Partial Account 02 22.00
BRUNCKHORST, ERIK J. (fidy)
04/07/25 13.1 Receipts and Disbursements .00
04/07/25 13.2 Assets Remaining in Fiduciary's Hands 92844.08 .00
04/07/25 ref No Refund Issued: Less than $1.00 .31
04/07/25 Receipt 642410 23.00
04/08/25 13e Entry Setting Hearing on Account .00
04/24/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/24/25 att Attachments .00
04/24/25 15bn Entry Authorizing Expenditure of Funds 375.00 5.00
(Non-Custodial) 4000.00
04/24/25 cc Certified Copy 1.00
04/24/25 Receipt 643391 16.00
04/30/25 16k Notice to File 0090590 1.00
05/14/25 22p Annual Guardianship Plan .00
05/14/25 Receipt 644553 1.00
05/19/25 13h Judgment Entry Approving Partial Account .00
06/23/25 23k Notice to File Expert Evaluation 0090590 1.00
06/25/25 1e Entry Setting Hearing 07/25/2025 5.00
11:00 AM
06/25/25 SR Service Request .00
06/25/25 eb Exhibit .00
06/25/25 50m Application to Terminate 10.00
06/25/25 22n Guardian's Report 5.00
MOORE, KAREN ELAINE (fidy)
06/25/25 22p Annual Guardianship Plan .00
06/27/25 22ni Investigator Review of Guardian's Report .00
07/25/25 dr Digital Record of Hearing TAS .00
07/25/2025 / Zoom
08/06/25 mo Magistrate's Order 5.00
08/06/25 SR Service Request .00
08/19/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/19/25 15bn Entry Authorizing Expenditure of Funds 453.86 5.00
(Non-Custodial) ELC
08/19/25 eb Exhibit .00
08/19/25 Receipt 649737 41.00
11/14/25 appi Application Requesting Indigency Status .00
11/14/25 eb Exhibit .00
11/14/25 ei Entry Declaring Indigent Status .00
11/14/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/14/25 eb Exhibit .00
11/14/25 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
11/14/25 Receipt 654872 15.00
11/17/25 enc Entry (N/C) .00
03/09/26 13k Notice to File Account 0090590 1.00
04/06/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/06/26 eb Exhibit .00
04/06/26 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
04/06/26 Receipt 662967 16.00
04/07/26 nc Notice of Change of Address of: .00
Ward
04/22/26 23m Citation to File Expert Evaluation sent to guar 5.00
04/22/26 vcos Certificate of Service for Virtual Mail .00
04/22/26 vcs Virtual Service Mail Sent 8.86
Karen Elaine Moore 132413
04/22/26 vcs Virtual Service Mail Sent 8.86
Erik J Brunckhorst 132420
05/07/26 vcr Virtual Service Returned .00
A90590 132420
05/13/26 vcr Virtual Service Returned .00
F01 132413
05/26/26 16k Notice to File 0090590 1.00
05/28/26 soe Statement of Expert Evaluation .00
MOORE, KAREN ELAINE (fidy)
05/28/26 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/28/26 Receipt 666279 23.72
06/17/26 13a Fiduciary's Partial Account 03 22.00
BRUNCKHORST, ERIK J. (fidy)
06/17/26 13.1 Receipts and Disbursements .00
06/17/26 13.2 Assets Remaining in Fiduciary's Hands 1089.42 .00
06/17/26 22p Annual Guardianship Plan .00
06/17/26 Receipt 667456 22.00
06/17/26 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
MOORE, KAREN ELAINE (fidy)
06/17/26 Receipt 667458 5.00
06/18/26 13e Entry Setting Hearing on Account .00
06/23/26 22n Guardian's Report 5.00
BRUNCKHORST, ERIK J. (fidy)
06/23/26 22p Annual Guardianship Plan .00
06/23/26 Receipt 667753 5.00
06/24/26 22ni Investigator Review of Guardian's Report .00
07/30/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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