Case Docket

Case Number:	627677
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	PUDDY, STEVEN
AKA :

Date	Code	Description	Reference	Receipt	Cost
11/21/23	01	Case Number (Daily Reporter)			10.00
11/21/23	02	Forms			10.00
11/21/23	03	Docketing & Index			15.00
11/21/23	04	Computerized Legal Research			3.00
11/21/23	05	Computer Fee			10.00
11/21/23	07	Legal Aid Trust Fund			26.00
11/21/23	08	Dispute Resolution Fund			15.00
11/21/23	gi	Guardianship Investigator's Expense			75.00
11/21/23	16	Special Projects Fund			15.00
11/21/23	cb	COST BILL			.00
11/21/23	17.0	Application for Appointment of Guardian			20.00
		Adriann S. Mc Gee
11/21/23	15.0	Next of Kin			.00
11/21/23	15.2	Guardian - Fiduciary's Acceptance			.00
11/21/23	15.3	Affidavit of Additional Information			.00
11/21/23	15.4	Guardian's Credibility Application			.00
11/21/23	16.1	Affidavit of Custody			.00
11/21/23	17ca	Change of Address Information for			.00
		Guardianships
11/21/23	psoe	Statement of Expert Evaluation			.00
11/21/23	4.2B	Proposed Bond Documents			.00
11/21/23	att	Attachments			.00
11/21/23	15.8	Adult Guardianship Service Information			.00
11/21/23	17.1b	Supplement for Emergency Guardian			.00
11/21/23	l	LETTER: Cover			.00
11/21/23	mte	Motion to Expedite Hearing			.00
11/21/23	e	Entry Expediting Hearing	11/29/2023		5.00
			3:00 p.m.
11/21/23	eb	Exhibit	A		.00
		zoom invite
11/22/23		Receipt	617449	199.00
11/27/23		Receipt	617462	5.00
11/28/23	17.8	Investigator's Report			.00
11/28/23	cos	Certificate of Service	Kincaid		10.50
11/28/23		Receipt	617564	10.50
11/29/23		Pay out made through bookkeeper	# 0000077899		.00
		ACCT #: 000000000209 193.50
11/29/23	dr	Digital Record of Hearing	SNS		.00
		11/29/2023 / Zoom
11/30/23	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
11/30/23	17d	Magistrate's Decision	Sugar		.00
		Accordingly, Adriann McGee is hereby
		appointed guardian of the person and
		estate of Steven Puddy,
11/30/23	ex	Extra Pages			.00
		Bond is posted in the amount of
		$40,000.00
11/30/23	17b	Notice To Attorneys and Parties			.00
11/30/23	17c	Findings of Fact			.00
11/30/23	17n	Entry Adopting Magistrate's Decision			5.00
11/30/23	cos	Certificate of Service			.00
12/01/23		Receipt	617785	5.00
12/01/23	15.1	Waiver of Notice			.00
		Beth Puddy
12/01/23	l	LETTER:			.00
		Reminger
12/04/23	15.1	Waiver of Notice			.00
		Brian Puddy
12/04/23	l	LETTER:			.00
		Reminger
12/12/23	17d	Magistrate's Decision	Sugar		.00
		Amended decision correcting name of
		ward
12/12/23	17b	Notice To Attorneys and Parties			.00
12/12/23	17c	Findings of Fact			.00
12/12/23	igf	Indigent Guardianship Fund			30.00
12/12/23	adl	Additional Letters of Authority			2.00
12/12/23	cb	COST BILL			.00
12/12/23	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		MC GEE, ADRIANN S.	(fidy)
12/12/23	15.9	Oath of Guardian			.00
12/12/23	4.2	Fiduciary's Bond	40000.00		.00
			CBS
12/12/23	bacb	Bond Application for CBS Agency			.00
12/12/23	poa	Power of Attorney			.00
12/12/23	att	Attachments			.00
		creditbility and signature pages
12/12/23	adl	Additional Letters of Authority			3.00
12/12/23		Receipt	618338	40.00
12/13/23		Pay out made through bookkeeper	# 0000078036		.00
		ACCT #: 000000000209 5.00
02/13/24	6k	Notice to File Inventory	0085731		1.00
03/18/24	1ae	Entry Increasing Bond	41000.00		5.00
			RLI
03/18/24	4.2	Fiduciary's Bond	81000.00		.00
			RLI
03/18/24	poa	Power of Attorney			.00
03/18/24	bacb	Bond Application for CBS Agency			.00
03/18/24	6.0	Inventory	185346.82		7.00
03/18/24		Receipt	622966	12.00
04/18/24	l	LETTER: to Adrian McGee			.00
		from Mag Asst Lindsay E Webster
04/22/24	nc	Notice of Change of Address of:			.00
		Ward
04/22/24	move	Application and Magistrate's Order To			.00
		Move Ward To More Restrictive Setting
04/23/24	15c	Application to Release Funds to Guardian			.00
04/23/24	15d	Entry Authorizing Release of Funds	12302.88		5.00
		Chase Checking Acct 1403 / Sav Acct 2933	74.08
04/23/24	cc	Certified Copy			1.00
04/23/24		Receipt	624797	7.00
05/02/24	6.b	Report of Newly Discovered Assets			7.00
05/02/24	6.be	Entry Approving Report of Newly	52000.00		5.00
		Assets
05/02/24	1ae	Entry Increasing Bond	104000.00		5.00
			RLI
05/02/24	4.2	Fiduciary's Bond	185000.00		.00
			RLI
05/02/24	poa	Power of Attorney			.00
05/02/24	bacb	Bond Application for CBS Agency			.00
05/02/24		Receipt	625372	17.00
05/03/24	l	LETTER: to Adriann McGee			.00
		from Mag Asst Lindsay E Webster
05/07/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/07/24	att	Attachments			.00
05/07/24	15bn	Entry Authorizing Expenditure of Funds	2500.00		5.00
		(Non-Custodial)	2000.00
			853.28
05/07/24	ref	No Refund Issued: $1.00 or less			1.00
05/07/24		Receipt	625636	16.00
05/13/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/13/24	15bn	Entry Authorizing Expenditure of Funds	5500.00		5.00
		(Non-Custodial)	100.00
05/13/24		Receipt	625858	15.00
07/31/24	15.0	Next of Kin	Amended		.00
07/31/24	l	LETTER:			.00
08/21/24	3.a	Application to Appoint Appraiser			.00
08/21/24	3.ae	Entry Appointing Appraiser	34		5.00
08/21/24		Receipt	630876	5.00
10/01/24	1ca	Application for Attorney Fees			10.00
		Jordan Hoffman
10/01/24	fs	Fee Schedule			1.00
10/01/24	morf	Magistrate's Order Regarding Fees	3567.29		.00
10/01/24		Receipt	632982	11.00
10/01/24	1ca	Application for Attorney Fees			10.00
		Adriann S McGee
10/01/24	fs	Fee Schedule			5.00
10/01/24		Receipt	633008	15.00
10/02/24		Pay out made through bookkeeper	# 0000080815		.00
		ACCT #: 000000000209 2.00
10/07/24	morf	Magistrate's Order Regarding Fees	8565.00		.00
10/07/24	cos	Certificate of Service			.00
11/05/24	l	LETTER: to Adriann McGee			.00
		from Mag Asst Lindsay E Webster
11/12/24	16k	Notice to File	0085731		1.00
11/12/24	13k	Notice to File Account	0085731		1.00
01/21/25	1cd	Application for Fiduciary Fees			10.00
		Adriann S. McGee
01/21/25	fs	Fee Schedule			.00
01/21/25	morf	Magistrate's Order Regarding Fees	4781.84		.00
01/21/25	1cd	Application for Guardian Fees			10.00
		Adriann S. McGee
01/21/25	fs	Fee Schedule			.00
01/21/25	morf	Magistrate's Order Regarding Fees	3611.50		.00
01/21/25	13a	Fiduciary's Partial Account	01		22.00
01/21/25	13.1	Receipts and Disbursements			.00
01/21/25	13.2	Assets Remaining in Fiduciary's Hands	167093.33		.00
01/21/25		Receipt	638342	44.00
01/22/25	13e	Entry Setting Hearing on Account			.00
01/23/25		Pay out made through bookkeeper	# 0000081767		.00
		ACCT #: 000000000209 5.00
01/23/25	l	LETTER:Cover Letter. 01/22/2025			.00
02/04/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
03/04/25	13h	Judgment Entry Approving Partial Account			.00
06/06/25	16m	Citation to File	0085731 guar		5.00
06/10/25	vcos	Certificate of Service for Virtual Mail			.00
06/10/25	vcs	Virtual Service Mail Sent			8.16
		Adriann S McGee	077011
07/10/25	22n	Guardian's Report			5.00
07/10/25	soe	Statement of Expert Evaluation			.00
07/10/25		Receipt	647555	18.16
07/18/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
07/18/25	att	Attachments			.00
07/18/25	15bn	Entry Authorizing Expenditure of Funds	5214.00		5.00
		(Non-Custodial)	TPS
07/18/25		Receipt	648051	15.00
07/22/25	22ni	Investigator Review of Guardian's Report			.00
12/22/25	13k	Notice to File Account	0085731		1.00
12/31/25	1cd	Application for Fiduciary Fees			13.00
12/31/25	fs	Fee Schedule			.00
12/31/25	morf	Magistrate's Order Regarding Fees	4066.93		.00
			94.16
12/31/25	13a	Fiduciary's Partial Account	02		24.00
12/31/25	13.1	Receipts and Disbursements			.00
12/31/25	13.2	Assets Remaining in Fiduciary's Hands	103863.11		.00
12/31/25		Receipt	657324	38.00
02/12/26	13h	Judgment Entry Approving Partial Account			.00
02/13/26	50m	Application to Terminate Guardianship			10.00
		Person & Estate
02/13/26	dc	Death Certificate	01/30/2026		.00
		Steven Puddy
02/13/26	50p	Entry Terminating and Ordering Final	05/12/2026		5.00
		Account	HLS
02/13/26		Receipt	659700	15.00
05/12/26	13k	Notice to File Account	0085731		1.00
06/10/26	16k	Notice to File	0085731		1.00
		BALANCE DUE			2.00

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