Case Docket

Case Number: 625216  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : YOUNGMAN, JAMES DOUGLAS
AKA :


Date Code Description Reference Receipt Cost
07/10/23 01 Case Number (Daily Reporter) 10.00
07/10/23 02 Forms 10.00
07/10/23 03 Docketing & Index 15.00
07/10/23 04 Computerized Legal Research 3.00
07/10/23 05 Computer Fee 10.00
07/10/23 07 Legal Aid Trust Fund 26.00
07/10/23 08 Dispute Resolution Fund 15.00
07/10/23 gi Guardianship Investigator's Expense 75.00
07/10/23 16 Special Projects Fund 15.00
07/10/23 cb COST BILL .00
07/10/23 17.0 Application for Appointment of Guardian 20.00
Shawna Burkham
07/10/23 ge Entry Setting Hearing 08/30/2023 .00
10:00 a.m.
07/10/23 eb Exhibit A .00
zoom invite
07/10/23 15.0 Next of Kin .00
07/10/23 15.2 Guardian - Fiduciary's Acceptance .00
07/10/23 15.3 Affidavit of Additional Information .00
07/10/23 15.4 Guardian's Credibility Application .00
07/10/23 16.1 Affidavit of Custody .00
07/10/23 17ca Change of Address Information for .00
Guardianships
07/10/23 psoe Statement of Expert Evaluation .00
07/10/23 15.8 Adult Guardianship Service Information .00
07/10/23 2y Notice of Hearing .00
07/10/23 cos Certificate of Service .00
07/10/23 vgcs Guardianship: Virtual Service Mail Sent 6.85
Judy Bainter 521191
07/11/23 Receipt 610608 199.00
07/18/23 vcr Virtual Service Returned .00
JB 521191
07/20/23 psoe Statement of Expert Evaluation .00
07/28/23 bcr Background Check Received BCI .00
Shawna Burkham
08/21/23 17.8 Investigator's Report .00
08/21/23 cos Certificate of Service Kincaid .00
08/30/23 dr Digital Record of Hearing AAC .00
08/30/2023 / Zoom
08/31/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/31/23 1da Application for Continuance of Hearing .00
08/31/23 1de Entry Continuing Hearing 09/15/2023 5.00
11:00 a.m.
08/31/23 eb Exhibit A .00
Zoom invite
08/31/23 cos Certificate of Service .00
09/01/23 moac Magistrate's Order Appointing Counsel 0099450 5.00
09/15/23 dr Digital Record of Hearing AAC .00
09/15/2023 / Zoom
09/25/23 17d Magistrate's Decision Clous .00
Accoringly, Shawna Burkham be appointed
guardian of the person and estate of
James Douglas Youngman.
09/25/23 ex Extra Pages .00
Bond posted $2,400,000.00
09/25/23 17b Notice To Attorneys and Parties .00
09/25/23 17c Findings of Fact .00
09/25/23 17n Entry Adopting Magistrate's Decision 5.00
09/25/23 cos Certificate of Service .00
10/12/23 igf Indigent Guardianship Fund 30.00
10/12/23 adl Additional Letters of Authority 2.00
10/12/23 cb COST BILL .00
10/12/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BURKHAM, SHAWNA (fidy)
10/12/23 15.9 Oath of Guardian .00
10/12/23 4.2 Fiduciary's Bond 2400000.00 .00
RLI
10/12/23 poa Power of Attorney .00
10/12/23 att Attachments .00
signature and credibitly pages
10/12/23 misc Miscellaneous Filing .00
Last Will and Testament
10/12/23 Receipt 615371 58.85
10/27/23 nc Notice of Change of Address of: .00
Shawna Burkham
10/30/23 move Application and Magistrate's Order To Stone .00
Move Ward To More Restrictive Setting
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/20/23 l LETTER:Inventory returned. Need more .00
bond.
12/13/23 6k Notice to File Inventory 0090590 1.00
12/19/23 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/19/23 16b Entry Ordering Deposit of Assets PNC PRIVATE 5.00
In Lieu of Bond 480000.00
001
12/19/23 cc Certified Copy 2.00
12/19/23 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/19/23 16b Entry Ordering Deposit of Assets PNC PRIVATE 5.00
In Lieu of Bond 420000.00
002
12/19/23 16b Entry Ordering Deposit of Assets PNC PRIVATE .00
In Lieu of Bond 70000.00
003
12/19/23 cc Certified Copy 2.00
12/19/23 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
12/19/23 16b Entry Ordering Deposit of Assets PNC PRIVATE 5.00
In Lieu of Bond 115000.00
004
12/19/23 cc Certified Copy 2.00
12/19/23 Receipt 618691 22.00
12/19/23 l LETTER: .00
12/20/23 Pay out made through bookkeeper # 0000078105 .00
ACCT #: 000000000209 63.00
12/28/23 15c Application to Release Funds to Guardian .00
12/28/23 15d Entry Authorizing Release of Funds 5.00
-From Ward's PNC Checking Acct. to 75000.00
Ward's Guardianship Acct.
12/28/23 cc Certified Copy 1.00
12/28/23 m Motion to Increase Bond .00
12/28/23 mem Memorandum in Support .00
12/28/23 e Entry Authorizing Additional Bond TAS 5.00
-Authorizes additional $500,000.00 for a
total of $2,900,000.00, Guardian must
post additional bond with the Court.
12/28/23 Receipt 619105 11.00
12/29/23 Pay out made through bookkeeper # 0000078175 .00
ACCT #: 000000000209 21.00
01/11/24 move Application and Magistrate's Order To Clous .00
Move Ward To More Restrictive Setting
01/23/24 1ae Entry Increasing Bond 500000.00 5.00
RLI Surety
01/23/24 4.2 Fiduciary's Bond 2900000.00 .00
RLI Surety
01/23/24 poa Power of Attorney .00
RLI Insurance Company
01/26/24 6m Citation to File Inventory sent to fidy 5.00
01/26/24 vcos Certificate of Service for Virtual Mail .00
01/26/24 vcs Virtual Service Mail Sent 7.40
Shawna Burkham 533934
01/26/24 vcs Virtual Service Mail Sent 7.40
Erik J Brunckhorst 533941
01/31/24 m Amended Motion to Increase Bond .00
01/31/24 mem Memorandum in Support .00
01/31/24 e Entry Authorizing Additional Bond TAS 5.00
-Authorizes additional $600,000.00 for a
total of $3,000,000.00, Guardian must
post additional bond with the Court.
01/31/24 Receipt 620663 29.80
02/02/24 l LETTER: to Erik Brunckhorst .00
from Mag Asst Lindsay E Webster
02/07/24 vcr Virtual Service Returned .00
EJB 533941
02/12/24 1ae Entry Increasing Bond 100000.00 5.00
RLI Surety
02/12/24 4.2 Fiduciary's Bond 3000000.00 .00
RLI Surety
02/12/24 poa Power of Attorney .00
RLI Insurance Company
02/13/24 vcr Virtual Service Returned .00
SB 533934
02/21/24 6.0 Inventory 2290982.34 7.00
02/21/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/21/24 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
02/21/24 cc Certified Copy 1.00
02/26/24 Receipt 621965 5.00
03/15/24 15c Application to Release Funds to Guardian .00
03/15/24 15d Entry Authorizing Release of Funds 5.00
-From PNC Money Market Acct. #0764 to 20000.00
Guardianship Account.
03/15/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/15/24 att Attachments .00
03/15/24 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
03/15/24 Receipt 622869 43.00
03/15/24 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
03/15/24 1cc Consent to Attorney Fees .00
Shawna Burkham
03/15/24 fs Fee Schedule .00
03/15/24 morf Magistrate's Order Regarding Fees 6586.00 .00
03/18/24 Pay out made through bookkeeper # 0000078877 .00
ACCT #: 000000000209 5.00
05/06/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/06/24 att Attachments .00
05/06/24 15bn Entry Authorizing Expenditure of Funds 150.00 5.00
(Non-Custodial) 350.00
850.00 183.00
15.00/mnth
05/06/24 cc Certified Copy 1.00
05/06/24 Receipt 625563 26.00
08/05/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/05/24 att Attachments .00
08/05/24 15bn Entry Authorizing Expenditure of Funds HLS 5.00
(Non-Custodial)
08/05/24 cc Certified Copy 1.00
08/05/24 Receipt 630019 16.00
08/15/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/15/24 att Attachment .00
08/15/24 15bn Entry Authorizing Expenditure of Funds 11000/month 5.00
(Non-Custodial)
08/15/24 cos Certificate of Service .00
08/15/24 cc Certified Copy 1.00
08/16/24 Receipt 630689 16.00
08/26/24 l LETTER: to Erik Brunckhorst .00
from Mag Asst Lindsay E Webster
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 JAA 5.00
(Non-Custodial)
08/30/24 Receipt 631391 15.00
09/12/24 13k Notice to File Account 0090590 1.00
09/16/24 16k Notice to File 0090590 1.00
09/25/24 15c Application to Release Funds to Guardian .00
09/25/24 15d Entry Authorizing Release of Funds 5.00
-From HNB Cert. of Deposit #2133 to PNC 50000.00
Guardianship Account
09/25/24 cc Certified Copy 1.00
09/25/24 Receipt 632689 8.00
09/26/24 Pay out made through bookkeeper # 0000080756 .00
ACCT #: 000000000209 8.00
09/30/24 9.7 Application to Transfer Motor Vehicle .00
09/30/24 9.8 Entry Approving Transfer of Motor 2007 5.00
Vehicle Acura
09/30/24 cc Certified Copy 1.00
09/30/24 ca Copy of Auto Title 2007 .00
09/30/24 9.7 Application to Transfer Motor Vehicle .00
09/30/24 9.8 Entry Approving Transfer of Motor 2003 5.00
Vehicle Acura
09/30/24 cc Certified Copy 1.00
09/30/24 ca Copy of Auto Title 2003 .00
09/30/24 Receipt 632877 12.00
10/01/24 Pay out made through bookkeeper # 0000080797 .00
ACCT #: 000000000209 20.00
10/21/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/21/24 att Attachment .00
10/21/24 15bn Entry Authorizing Expenditure of Funds 875.00 5.00
(Non-Custodial)
10/21/24 cc Certified Copy 1.00
10/21/24 Receipt 634035 16.00
11/04/24 15c Application to Release Funds to Guardian .00
11/04/24 15d Entry Authorizing Release of Funds 5.00
-From Ward's HNB Certificate of Deposit 260000.00
# 2133 to new auto-renewed certificate
of deposit at Huntington National Bank.
11/04/24 cc Certified Copy 1.00
11/04/24 Receipt 634686 6.00
11/05/24 Pay out made through bookkeeper # 0000081103 .00
ACCT #: 000000000209 26.00
11/08/24 13n Application to Extend Time to File .00
Account
11/08/24 13o Entry Extending Time to File Account 12/23/2024 5.00
11/13/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/13/24 att Attachments .00
11/13/24 15bn Entry Authorizing Expenditure of Funds 1177.00 5.00
(Non-Custodial)
11/13/24 cc Certified Copy 1.00
11/13/24 Receipt 635196 21.00
12/20/24 13n Application to Extend Time to File .00
Account
12/20/24 13o Entry Extending Time to File Account 01/17/2025 5.00
12/31/24 15c Application to Release Funds to Guardian .00
12/31/24 15d Entry Authorizing Release of Funds 5.00
-From Huntington National Bank Cert. of 18000.00
Deposit Acct. # 2120 103000.00
12/31/24 cc Certified Copy 1.00
12/31/24 Receipt 637379 11.00
01/07/25 Pay out made through bookkeeper # 0000081658 .00
ACCT #: 000000000209 31.00
01/21/25 l LETTER: to Shawna Burkham .00
From Mag Asst Lindsay E Webster
01/29/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/29/25 att Attachment .00
01/29/25 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial) 875.00
9000.00
01/29/25 cc Certified Copy 1.00
01/29/25 Receipt 638762 16.00
01/31/25 l LETTER:Cover Letter. 01/16/2025 .00
01/31/25 1ae Entry Increasing Bond 325000.00 5.00
RLI
01/31/25 4.2 Fiduciary's Bond 3325000.00 .00
CBS
01/31/25 bacb Bond Application for CBS Agency .00
01/31/25 poa Power of Attorney RLI .00
01/31/25 6p Motion to Amend Inventory .00
01/31/25 6q Entry Amending Inventory .00 5.00
01/31/25 6a Amended Inventory 2343448.77 7.00
01/31/25 13a Fiduciary's Partial Account 01 22.00
01/31/25 13.1 Receipts and Disbursements .00
01/31/25 13.2 Assets Remaining in Fiduciary's Hands 2331995.89 .00
01/31/25 ex Extra Pages 3.00
01/31/25 ex Extra Pages 5.00
01/31/25 Receipt 638920 42.00
02/03/25 13e Entry Setting Hearing on Account .00
02/12/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/12/25 att Attachments .00
02/12/25 15bn Entry Authorizing Expenditure of Funds 1125.00 5.00
(Non-Custodial) 9000.00
02/12/25 Receipt 639492 15.00
02/13/25 Receipt 639598 5.00
03/17/25 13h Judgment Entry Approving Partial Account .00
03/25/25 16m Citation to File sent to guar 5.00
03/26/25 vcos Certificate of Service for Virtual Mail .00
03/26/25 vcs Virtual Service Mail Sent 8.16
Shawna Burkham 063212
03/26/25 vcs Virtual Service Mail Sent 8.16
Erik J Brunckhorst 063229
04/08/25 vcr Virtual Service Returned .00
F01 063212
04/08/25 vcr Virtual Service Returned .00
A0090590 063229
04/14/25 soe Statement of Expert Evaluation .00
04/14/25 Receipt 642831 21.32
05/21/25 1a Application to Increase Bond 5.00
05/21/25 poa Power of Attorney .00
05/21/25 4.2 Entry Approving Fiduciary's Bond 4725000.00 .00
RLI
05/21/25 Receipt 644986 5.00
06/10/25 15c Application to Release Funds to Guardian .00
06/10/25 att Attachments .00
06/10/25 15d Entry Authorizing Release of Funds 5.00
-Huntington Acct. # 4708 40000.00
-PNC Acct. # 3994 21000.00
06/10/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/10/25 15bn Entry Authorizing Expenditure of Funds 1261.40 5.00
(Non-Custodial) 68.60
1500.00
06/10/25 1cd Application for Guardian Fees 10.00
06/10/25 1c Consent to Fees .00
Shawna Burkham
06/10/25 fs Fee Schedule .00
06/10/25 morf Magistrate's Order Regarding Fees 14445.97 .00
06/10/25 cc Certified Copy 1.00
06/10/25 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
06/10/25 1cc Consent to Attorney Fees .00
Shawna Burkham
06/10/25 1e Entry Setting Remote Hearing 07/17/2025 5.00
-App for Atty Fees 3:30 PM
06/10/25 eb Exhibit a .00
06/10/25 cos Certificate of Service .00
07/17/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/17/25 Receipt 648009 56.00
07/17/25 15bn Entry Authorizing Expenditure of Funds 2781.10 5.00
(Non-Custodial) MKB
07/18/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/18/25 eb Exhibit .00
07/18/25 15bn Entry Authorizing Expenditure of Funds AMENDED 5.00
(Non-Custodial) 3973.00
TPS
07/18/25 Receipt 648054 20.00
08/18/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/18/25 Receipt 649680 10.00
08/25/25 mo Magistrate's Order 5.00
08/25/25 SR Service Request .00
08/27/25 jcos Certificate of Service/Judicial Staff .00
08/28/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/28/25 15bn Entry Authorizing Expenditure of Funds 203.00 5.00
(Non-Custodial) JAA
08/28/25 Receipt 650280 20.00
08/28/25 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
08/28/25 Receipt 650307 5.00
09/11/25 15c Application to Release Funds AMENDED .00
09/11/25 15d Entry Authorizing Release of Funds AMENDED 5.00
Athene 1774 49985.68
JAA
09/11/25 15c Application to Release Funds AMENDED .00
09/11/25 15d Entry Authorizing Release of Funds AMENDED 5.00
Athene 1774 21000.00
09/11/25 Receipt 651026 10.00
09/11/25 cc Certified Copy 2.00
09/11/25 rusm Regular U.S. Mail .74
09/26/25 cc Certified Copy 1.00
09/26/25 rusm Regular U.S. Mail .74
09/26/25 15c Application to Release Funds 2nd Amended .00
09/26/25 15d Entry Authorizing Release of Funds TAS 5.00
Athene Fixed Annuity 9470 49985.68
09/26/25 Receipt 651895 9.48
11/12/25 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
11/12/25 soe Statement of Expert Evaluation .00
11/12/25 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
11/12/25 Receipt 654651 5.00
01/05/26 13k Notice to File Account 0090590 1.00
01/16/26 13a Fiduciary's Partial Account 02 26.00
01/16/26 13.1 Receipts and Disbursements .00
01/16/26 13.2 Assets Remaining in Fiduciary's Hands 2242295.16 .00
01/16/26 hud Settlement Statement .00
01/16/26 Receipt 658174 27.00
01/20/26 13e Entry Setting Hearing on Account .00
01/20/26 1cd Application for Fiduciary Fees 10.00
Shawna Burkham
01/20/26 1ce Entry Approving Fiduciary Fees 15320.00 .00
TPS
01/20/26 1ca Application for Attorney Fees 10.00
Erik Brunchhorst
01/20/26 1cc Consent to Attorney Fees .00
Shawna Burkham
01/20/26 fs Fee Schedule .00
01/20/26 1cb Entry Approving Attorney Fees 3982.50 .00
41.74
TPS
01/20/26 Receipt 658266 20.00
03/02/26 13h Judgment Entry Approving Partial Account .00
03/30/26 sc1 Substitution of Counsel (Estates, 0096601 .00
Trusts, Guard.)
04/08/26 1ca Application for Attorney Fees 10.00
Erik Brunckhorst
04/08/26 1cc Consent to Attorney Fees .00
Shawna Burkham
04/08/26 fs Fee Schedule .00
04/08/26 morf Magistrate's Order Regarding Atty Fees 1755.00 .00
JAA
04/08/26 Receipt 663161 10.00
04/28/26 15c Application to Release Funds .00
04/28/26 15c Application to Release Funds .00
04/28/26 15d Entry Authorizing Release of Funds BCH 5.00
977.63
04/28/26 15d Entry Authorizing Release of Funds BCH 5.00
Athene Annuity 9470 40000.00
04/28/26 Receipt 664404 10.00
04/28/26 cc Certified Copy 2.00
05/11/26 8rc Entry Continuing Citation Hearing For 09/04/2026 5.00
Report
05/11/26 rm Regular Mail Sent .00
05/11/26 rm Regular Mail Sent .00
05/22/26 22n Guardian's Report 5.00
05/22/26 22ni Investigator Review of Guardian's Report .00
BALANCE DUE 12.00
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