Case Docket

Case Number: 624153  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : GUNTER, MARY KAY
AKA :

Date Code Description Reference Receipt Cost
08/25/00 15.5 Entry Appointing Guardian, Letter of STAT ONLY .00
Authority
ADVOCACY & PROTECTIVE SERVICES, INC (fidy)
05/15/23 01 Case Number (Daily Reporter) 10.00
05/15/23 02 Forms 10.00
05/15/23 03 Docketing & Index 15.00
05/15/23 04 Computerized Legal Research 3.00
05/15/23 05 Computer Fee 10.00
05/15/23 07 Legal Aid Trust Fund 26.00
05/15/23 08 Dispute Resolution Fund 15.00
05/15/23 gi Guardianship Investigator's Expense 75.00
05/15/23 16 Special Projects Fund 15.00
05/15/23 cb COST BILL .00
05/15/23 17.0 Application for Appointment of Guardian 20.00
Jessica N. Roshon (Estate)
05/15/23 15.0 Next of Kin .00
05/15/23 15.2 Guardian - Fiduciary's Acceptance .00
05/15/23 15.3 Affidavit of Additional Information .00
05/15/23 15.4 Guardian's Credibility Application .00
05/15/23 17ca Change of Address Information for .00
Guardianships
05/15/23 16.1 Affidavit of Custody .00
05/15/23 15.8 Adult Guardianship Service Information .00
05/15/23 l LETTER: Cover .00
05/15/23 op Notice and Entry Re-Opening Case STAT ONLY .00
(REACTIVATION ONLY)
05/16/23 m Motion to Expedite Hearing .00
05/16/23 e Entry Expediting Hearing 05/25/2023 5.00
3:00 p.m.
05/16/23 eb Exhibit A .00
Zoom invite
05/17/23 Receipt 607992 199.00
05/22/23 17.8 Investigator's Report .00
05/22/23 cos Certificate of Service Kincaid 21.00
05/25/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/25/23 17d Magistrate's Decision Beaver .00
Accordingly, Jessica Roshon is hereby
appointed guardian of the estate only
of Mary Kay Gunter.
05/25/23 17b Notice To Attorneys and Parties .00
05/25/23 17c Findings of Fact .00
05/25/23 17n Entry Adopting Magistrate's Decision 5.00
05/25/23 cos Certificate of Service .00
05/25/23 15.1 Waiver of Notice .00
APSI
05/25/23 igf Indigent Guardianship Fund 30.00
05/25/23 adl Additional Letters of Authority 2.00
05/25/23 cb COST BILL .00
05/25/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
ROSHON, JESSICA N. (fidy)
05/25/23 15.9 Oath of Guardian .00
05/25/23 4.2 Fiduciary's Bond 40000.00 .00
OHIOCASUALTY
05/25/23 misc Copy of app pg .00
05/25/23 misc Copy of Cred pg .00
05/25/23 dr Digital Record of Hearing MKB .00
5/25/23 ZOOM
05/26/23 Receipt 608525 68.00
07/14/23 6.0 Inventory 13333.34 7.00
07/14/23 m Motion for Court to Authorize .00
Establishment & Funding of Special Needs
Trust
07/14/23 mem Memorandum in Support .00
07/14/23 eb Exhibit A 5.00
The Mary Kay Gunter Special Needs Trust
07/14/23 e Entry Autorizing Guardian to Establish TAS 5.00
& Fund Special Needs Trust
07/14/23 Receipt 610901 17.00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/22/24 15c Application to Release Funds to Guardian .00
02/22/24 15d Entry Authorizing Release of Funds 34918.03 5.00
02/22/24 cc Certified Copy 1.00
02/22/24 1ae Entry Increasing Bond 56600.00 5.00
OH Casualty
02/22/24 4.2 Fiduciary's Bond 96600.00 .00
OH Casualty
02/22/24 poa Power of Attorney .00
The Ohio Casualty Insurance Company
02/22/24 Receipt 621790 11.00
04/11/24 1ca Application for Attorney Fees 10.00
Pineda Serrano/Lauren Serrano
04/11/24 1cc Consent to Attorney Fees .00
Jessica N. Roshon
04/11/24 fs Fee Schedule .00
04/11/24 morf Magistrate's Order Regarding Fees 2967.21 .00
04/11/24 Receipt 624192 10.00
04/12/24 Pay out made through bookkeeper # 0000079129 .00
ACCT #: 000000000209 5.00
04/25/24 13k Notice to File Account 0093363 1.00
04/29/24 16k Notice to File 0093363 1.00
05/08/24 50est Application to Terminate Estate .00
05/08/24 50p Entry Terminating and Ordering Final 05/08/2024 5.00
Account
05/08/24 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC 2463.50
482.61
05/08/24 1cc Consent to Attorney Fees 2463.50 .00
482.61
05/08/24 fs Fee Schedule .00
05/08/24 morf Magistrate's Order Regarding Fees .00
05/08/24 1cd Application for Fiduciary Fees 10.00
Jessica N. Roshon 289.20
0.00
05/08/24 1cc Consent to Attorney Fees 289.20 .00
0.00
05/08/24 fs Fee Schedule .00
05/08/24 morf Magistrate's Order Regarding Fees 289.20 .00
0.00
05/08/24 13.0 Fiduciary's Final Account 01 22.00
05/08/24 13.1 Receipts and Disbursements .00
05/09/24 13e Entry Setting Hearing on Account .00
05/09/24 Receipt 625719 49.00
05/10/24 Pay out made through bookkeeper # 0000079410 .00
ACCT #: 000000000209 10.00
06/19/24 13i Judgment Entry Approving Final Account .00
09/10/24 22n Guardian's Report STAT ONLY .00
08/12/25 16k Notice to File Sent To fidy .00
08/12/25 enc Entry (N/C) .00
08/12/25 al Amended Letters of Authority .00
09/18/25 22p Annual Guardianship Plan .00
09/18/25 22n Guardian's Report .00
09/18/25 22ni Investigator Review of Guardian's Report .00
BALANCE DUE .00
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