Case Docket

Case Number: 626852  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : TACKETT, GERALDINE
AKA :

Date Code Description Reference Receipt Cost
10/06/23 01 Case Number (Daily Reporter) 10.00
10/06/23 02 Forms 10.00
10/06/23 03 Docketing & Index 15.00
10/06/23 04 Computerized Legal Research 3.00
10/06/23 05 Computer Fee 10.00
10/06/23 07 Legal Aid Trust Fund 26.00
10/06/23 08 Dispute Resolution Fund 15.00
10/06/23 gi Guardianship Investigator's Expense 75.00
10/06/23 16 Special Projects Fund 15.00
10/06/23 cb COST BILL .00
10/06/23 17.0 Application for Appointment of Guardian 20.00
Catherine Stepp
10/06/23 ge Entry Setting Hearing 12/18/2023 .00
9:00 a.m.
10/06/23 eb Exhibit A .00
zoom invite
10/06/23 15.0 Next of Kin .00
10/06/23 15.1 Waiver of Notice .00
Thomas Tackett
10/06/23 15.1 Waiver of Notice .00
Victoria Felix
10/06/23 15.1 Waiver of Notice .00
James E. Chaney
10/06/23 15.2 Guardian - Fiduciary's Acceptance .00
10/06/23 15.3 Affidavit of Additional Information .00
10/06/23 15.4 Guardian's Credibility Application .00
10/06/23 16.1 Affidavit of Custody .00
10/06/23 17ca Change of Address Information for .00
Guardianships
10/06/23 psoe Statement of Expert Evaluation .00
10/06/23 l LETTER:Cover .00
10/06/23 4.2B Proposed Bond Documents .00
10/06/23 att Attachments .00
10/06/23 15.8 Adult Guardianship Service Information .00
10/09/23 Receipt 615125 199.00
10/09/23 Void Receipt 615125 199.00
10/09/23 ref No Refund Issued: $1.00 or less 1.00
10/09/23 Receipt 615126 200.00
10/30/23 bcr Background Check Received BCI .00
Catherine Stepp FBI
11/03/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/11/23 17.8 Investigator's Report .00
12/11/23 cos Certificate of Service Kincaid 16.00
12/18/23 dr Digital Record of Hearing JAA .00
12/18/2023 / Zoom
01/04/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/04/24 17d Magistrate's Decision Anzelmo .00
Accordingly, Catherine Stepp be
appointed guardian of the person and
estate for Geraldine Tackett.
01/04/24 ex Extra Pages .00
Bond is $40,000.00
01/04/24 17b Notice To Attorneys and Parties .00
01/04/24 17c Findings of Fact .00
01/04/24 17n Entry Adopting Magistrate's Decision 5.00
01/04/24 cos Certificate of Service .00
01/04/24 rgg Receipt of Guardianship Guide .00
04/09/24 igf Indigent Guardianship Fund 30.00
04/09/24 adl Additional Letters of Authority 2.00
04/09/24 cb COST BILL .00
04/09/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
STEPP, CATHERINE (fidy)
04/09/24 15.9 Oath of Guardian .00
04/09/24 adl Additional Letters of Authority 3.00
04/09/24 Receipt 624035 61.00
04/10/24 4.2 Fiduciary's Bond 40000.00 .00
CBS
06/10/24 6k Notice to File Inventory 0025661 1.00
08/12/24 6m Citation to File Inventory sent to fidy 5.00
08/12/24 vcos Certificate of Service for Virtual Mail .00
08/12/24 vcs Virtual Service Mail Sent 8.16
Catherine Stepp 011480
08/12/24 vcs Virtual Service Mail Sent 8.16
Debra J DeSanto 011497
08/20/24 vcr Virtual Service Returned .00
F01 011480
10/09/24 nc Notice of Change of Address of: .00
Ward
10/09/24 l LETTER: .00
Return Inventory Date Of Appointment
Assets Only Court Costs
10/11/24 dr Digital Record of Hearing MCD .00
10/11/2024 / 22A
10/15/24 8ic Entry Continuing Citation Hearing For 11/15/2024 5.00
Inventory
10/15/24 rm Regular Mail Sent .00
10/15/24 rm Regular Mail Sent .00
11/13/24 l LETTER: to Debra DeSanto .00
from Mag Asst Lindsay E Webster
11/15/24 8ic Entry Continuing Citation Hearing For 01/17/2025 5.00
Inventory
11/15/24 cos Certificate of Service .00
11/15/24 rm Regular Mail Sent .00
Debra DeSanto
11/22/24 1ae Entry Increasing Bond 569322.00 5.00
RLI Surety
11/22/24 4.2 Fiduciary's Bond 609322.00 .00
RLI Surety
11/22/24 bacb Bond Application for CBS Agency .00
11/22/24 poa Power of Attorney .00
RLI Insurance Company
12/06/24 3.a Application to Appoint Appraiser .00
12/06/24 3.ae Entry Appointing Appraiser 41 5.00
12/10/24 3.a Application to Appoint Appraiser .00
12/10/24 3.ae Entry Appointing Appraiser 41 5.00
12/10/24 cc Certified Copy 1.00
12/12/24 1ae Entry Increasing Bond 91000.00 5.00
CBS
12/12/24 4.2 Fiduciary's Bond 700355.00 .00
CBS
12/12/24 bacb Bond Application for CBS Agency .00
12/12/24 6.0 Inventory 349666.39 7.00
12/12/24 6n Appraiser's Certificate v 3.00
Richard Vannatta
12/12/24 10j Consent to Power to Sell Real Estate 1.00
12/12/24 e Entry For Bond 5.00
12/12/24 ref No Refund Issued: Less than $1.00 .68
12/12/24 repc Real Estate Purchase Contract .00
12/12/24 Receipt 636619 65.00
03/05/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/10/25 16k Notice to File 0025661 1.00
03/10/25 13k Notice to File Account 0025661 1.00
04/01/25 22n Guardian's Report 5.00
04/01/25 soe Statement of Expert Evaluation .00
04/03/25 Receipt 642282 12.00
04/09/25 22ni Investigator Review of Guardian's Report .00
04/22/25 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
04/22/25 l LETTER: to Catherine Stepp .00
10/16/25 13.2 Assets Remaining in Fiduciary's Hands 269966.93 .00
10/16/25 1ca Application for Attorney Fees 10.00
Debra J De Santo
10/16/25 fs Fee Schedule .00
10/16/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/16/25 15bn Entry Authorizing Expenditure of Funds JAA 5.00
(Non-Custodial)
10/16/25 13a Fiduciary's Partial Account 01 22.00
10/16/25 13.1 Receipts and Disbursements 1.00
10/16/25 morf Magistrate's Order Regarding Fees 1712.50 .00
10/16/25 Receipt 653109 53.00
10/17/25 13e Entry Setting Hearing on Account .00
12/01/25 13h Judgment Entry Approving Partial Account .00
03/02/26 16k Notice to File 0025661 1.00
04/15/26 dc Death Certificate .00
Geraldine F. Tackett
04/15/26 50m Application to Terminate 10.00
04/15/26 Receipt 663611 11.00
BALANCE DUE .00
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