Case Docket

Case Number: 627972  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : JONES, LULA MAE
AKA :


Date Code Description Reference Receipt Cost
12/11/23 01 Case Number (Daily Reporter) 10.00
12/11/23 02 Forms 10.00
12/11/23 03 Docketing & Index 15.00
12/11/23 04 Computerized Legal Research 3.00
12/11/23 05 Computer Fee 10.00
12/11/23 07 Legal Aid Trust Fund 26.00
12/11/23 08 Dispute Resolution Fund 15.00
12/11/23 gi Guardianship Investigator's Expense 75.00
12/11/23 16 Special Projects Fund 15.00
12/11/23 cb COST BILL .00
12/11/23 17.0 Application for Appointment of Guardian 20.00
Jelene Moore
12/11/23 15.0 Next of Kin .00
12/11/23 15.1 Waiver of Notice .00
Jelene Moore
12/11/23 15.2 Guardian - Fiduciary's Acceptance .00
12/11/23 15.3 Affidavit of Additional Information .00
12/11/23 15.4 Guardian's Credibility Application .00
12/11/23 16.1 Affidavit of Custody .00
12/11/23 17ca Change of Address Information for .00
Guardianships
12/11/23 psoe Statement of Expert Evaluation .00
12/11/23 misc Miscellaneous Filing .00
Message from Adam Hughes
12/11/23 15.8 Adult Guardianship Service Information .00
12/11/23 l LETTER: Cover .00
12/11/23 mte Motion to Expedite Hearing .00
12/11/23 e Entry 12/15/2023 5.00
2:00 p.m.
12/11/23 eb Exhibit A .00
zoom invite
12/11/23 l LETTER: Cover .00
12/11/23 app Application for Emergency Order .00
12/11/23 cos Certificate of Service .00
12/12/23 Receipt 618235 204.00
12/14/23 15.0 Next of Kin Amended .00
12/14/23 misc Miscellaneous Filing .00
Statement in Support of Amended
application for next of kin and
prospective ward
12/14/23 17.8 Investigator's Report .00
12/14/23 cos Certificate of Service Horvath 20.70
12/15/23 dr Digital Record of Hearing MCD .00
12/15/2023 / Zoom
12/18/23 bcr Background Check Received .00
Jelene Moore (BCI)
12/18/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/18/23 igf Indigent Guardianship Fund 30.00
12/18/23 adl Additional Letters of Authority 2.00
12/18/23 cb COST BILL .00
12/18/23 17d Magistrate's Decision Duffy .00
Accordingly, Jelene Moore is appointed
guardian of the person and estate of
Lula Mae Jones. Estate 100% custodial.
12/18/23 17b Notice To Attorneys and Parties .00
12/18/23 17c Findings of Fact .00
12/18/23 17n Entry Adopting Magistrate's Decision 5.00
12/18/23 cos Certificate of Service .00
12/18/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MOORE, JELENE (fidy)
12/18/23 15.9 Oath of Guardian .00
12/18/23 15.0 Next of Kin amended .00
Kevin Craine
12/18/23 att Statement in Support of Amended Appl. .00
for Next-of-kin and Prospective Ward.
12/18/23 l LETTER: .00
Kincaid, Randall, Craine
12/18/23 Receipt 618577 62.70
12/20/23 bcr Background Check Received BCI .00
Jelene Moore
12/28/23 l LETTER: .00
Return Inventory Verification Of
Deposit
01/04/24 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
01/04/24 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 10931.31
001
01/04/24 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 3.01
002
01/04/24 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 1025.59
003
01/04/24 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 113393.08
004
01/04/24 cc Certified Copies 2.00
01/04/24 Receipt 619337 7.00
01/25/24 adl Additional Letters of Authority 3.00
01/31/24 Receipt 620618 3.00
02/21/24 6k Notice to File Inventory 0032814 1.00
03/01/24 6.0 Inventory 112549.54 7.00
03/04/24 6.4 Application to Extend Time to File .00
Inventory
03/04/24 6.5 Entry Extending Time to File Inventory 05/15/2024 5.00
03/04/24 Receipt 622276 6.00
03/20/24 Receipt 623069 7.00
04/03/24 m Motion for Order Directed Clerk of .00
Courts to Provide Duplicate Title
04/03/24 e Entry Ordering Clerk of Courts to AAC 5.00
Provide Duplicate Title
04/03/24 Receipt 623889 5.00
04/10/24 cpi Confidential Personal Identifiers .00
04/10/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/10/24 eb Exhibit A-E .00
04/10/24 15b Entry Authorizing Expenditure of Funds HJW .00
(Custodial)
04/10/24 l LETTER: .00
Return inventory need verification from
bank
04/10/24 16a Motion for Release of Assets to be AMENDED .00
Deposited w/Custodian in Lieu of Bond
04/10/24 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 13090.35
*******AMENDED***** 005
04/10/24 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 1259.90
*****AMENDED******* 006
04/10/24 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 98196.28
*******AMENDED***** 007
04/10/24 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 967.00
(Per Month) ******AMENDED***** 008
04/10/24 cc Certified Copy 1.00
04/11/24 16c Verification of Receipt or Deposit HNB .00
13090.35
005 Y
04/11/24 16c Verification of Receipt or Deposit HNB .00
1259.90
006 Y
04/11/24 16c Verification of Receipt or Deposit HNB .00
967.00
008 Y
04/11/24 16c Verification of Receipt or Deposit HNB .00
98196.28
007 Y
04/16/24 Receipt 624449 22.00
04/16/24 Void Receipt 624449 22.00
04/16/24 Receipt 624450 22.00
04/17/24 Pay out made through bookkeeper # 0000079164 .00
ACCT #: 000000000209 16.00
05/03/24 l LETTER: to Kevin Craine .00
from Mag Asst Lindsay E Webster
05/14/24 6.4 Application to Extend Time to File .00
Inventory
05/14/24 6.5 Entry Extending Time to File Inventory 06/28/2024 5.00
05/14/24 l LETTER: to Kevin Craine .00
from Mag Asst Lindsay E Webster
05/15/24 cc Certified Copy 1.00
05/15/24 Receipt 626050 11.00
05/15/24 Void Receipt 626050 11.00
05/15/24 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
05/15/24 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 91195.92
009
05/15/24 Receipt 626051 11.00
05/28/24 16c Verification of Receipt or Deposit HNB .00
91195.92
009 Y
06/07/24 l LETTER:Cover Letter. 06/06/2024 .00
06/07/24 6a Amended Inventory 209235.46 7.00
06/07/24 Receipt 627192 7.00
06/10/24 Pay out made through bookkeeper # 0000079692 .00
ACCT #: 000000000209 7.00
06/28/24 l LETTER: to Lula Mae Jones .00
from Mag Asst Lindsay E Webster
07/09/24 9.7 Application to Transfer Motor Vehicle .00
07/09/24 9.8 Entry Approving Transfer of Motor 2007 5.00
Vehicle Nissan
07/09/24 cc Certified Copy 1.00
10/04/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/04/24 att Attachment .00
10/04/24 Receipt 633203 16.00
10/04/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/04/24 att Attachments 3.00
10/04/24 Receipt 633204 16.00
10/17/24 15b Entry Authorizing Expenditure of Funds 434.86 .00
(Custodial) 100.00/month
2235.00
10/24/24 Receipt 634173 9.00
11/05/24 cb COST BILL .00
11/05/24 17.0 Application for Appointment of Guardian 20.00
Kevin A. Craine (successor)
11/05/24 ge Entry Setting Hearing 01/02/2025 .00
1:30pm
11/05/24 eb Exhibit A .00
Zoom Invite
11/05/24 15.0 Next of Kin .00
11/05/24 15.1 Waiver of Notice .00
11/05/24 15.2 Guardian - Fiduciary's Acceptance .00
11/05/24 15.3 Affidavit of Additional Information .00
11/05/24 15.4 Guardian's Credibility Application .00
11/05/24 15.8 Adult Guardianship Service Information .00
11/05/24 16.1 Affidavit of Custody .00
11/05/24 17ca Change of Address Information for .00
Guardianships
11/05/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
11/05/24 pbmr Courts Internal PB Mailer Request .00
11/05/24 2y Notice of Hearing .00
11/05/24 cos Certificate of Service .00
11/05/24 vgcs Guardianship: Virtual Service Mail Sent 8.16
Jelen Moore 034120
11/12/24 02 Forms 10.00
11/12/24 03 Docketing & Index 15.00
11/12/24 04 Computerized Legal Research 3.00
11/12/24 05 Computer Fee 10.00
11/12/24 07 Legal Aid Trust Fund 26.00
11/12/24 08 Dispute Resolution Fund 15.00
11/12/24 16 Special Projects Fund 15.00
11/12/24 gi Guardianship Investigator's Expense 75.00
11/12/24 Receipt 635042 197.16
11/12/24 vcr Virtual Service Returned .00
G01 034120
11/14/24 Pay out made through bookkeeper # 0000081188 .00
ACCT #: 000000000209 1.84
11/14/24 l LETTER: 11/06/2024 .00
TO: FCPC
FROM: Melody Johnson, Legal Assistant
11/14/24 app Application for Instructions .00
11/14/24 cos Certificate of Service .00
11/14/24 1e Entry Setting Remote Hearing 01/07/2025 5.00
9:00 AM
11/14/24 eb Exhibit A .00
11/14/24 cos Certificate of Service .00
11/14/24 SR Service Request .00
11/18/24 16k Notice to File 0032814 1.00
11/18/24 13k Notice to File Account 0032814 1.00
12/27/24 02 Forms 10.00
12/27/24 03 Docketing & Index 15.00
12/27/24 04 Computerized Legal Research 3.00
12/27/24 05 Computer Fee 10.00
12/27/24 07 Legal Aid Trust Fund 26.00
12/27/24 08 Dispute Resolution Fund 15.00
12/27/24 16 Special Projects Fund 15.00
12/27/24 cb COST BILL .00
12/27/24 17.0 Application for Appointment of Guardian 20.00
Kimberly J. Monroe (successor)
12/27/24 15.0 Next of Kin .00
12/27/24 15.1 Waiver of Notice .00
Jelene Moore
12/27/24 15.2 Guardian - Fiduciary's Acceptance .00
12/27/24 15.3 Affidavit of Additional Information .00
12/27/24 15.4 Guardian's Credibility Application .00
12/27/24 16.1 Affidavit of Custody .00
12/27/24 17ca Change of Address Information for .00
Guardianships
12/27/24 psoe Statement of Expert Evaluation .00
12/27/24 dl Copy of Driver's License of: .00
Kimberly Janine Monroe
12/27/24 15.8 Adult Guardianship Service Information .00
12/30/24 17.8 Investigator's Report .00
12/30/24 cos Certificate of Service von Frese 20.50
12/30/24 11a Resignation of Fiduciary 5.00
Jelene Moore
12/30/24 11c Entry Accepting Resignation of Fiduciary .00
12/31/24 Receipt 637411 146.50
01/02/25 1da Application for Continuance of Hearing .00
01/02/25 1de Entry Continuing Hearing 02/03/2025 5.00
3:30 p.m.
01/02/25 eb Exhibit A .00
zoom invite
01/02/25 cos Certificate of Service .00
01/02/25 Pay out made through bookkeeper # 0000081602 .00
ACCT #: 000000000209 52.50
01/07/25 ge Entry Setting Hearing 02/03/2025 .00
3:30pm
01/07/25 eb Exhibit A .00
Zoom Invite
01/07/25 bcr Background Check Received .00
Kimberly Monroe
01/07/25 dr Digital Record of Hearing TAS .00
01/07/2025 / Zoom
01/16/25 rmr Regular Mail Returned/Not Complete .00
Lula M. Jones
01/16/25 att Attachments .00
01/28/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/28/25 att Attachments .00
01/28/25 Receipt 638704 16.00
01/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/03/25 dr Digital Record of Hearing TAS .00
02/03/2025 / Zoom
02/04/25 17d Magistrate's Decision Stone .00
Accordingly, Kimberly J. Monroe be
appointed successor guardian of the
person of Lula Mae Jones.
02/04/25 ex Extra Pages .00
Ms. Monroe will be appointed successor
guardian of Ms. Jones when she posts
bond $419,000.00.
02/04/25 ex Extra Pages .00
If she fails to post bond by 3/3/2025
Kevin A. Craine will be posted
successor guardian of estate w/bond.
02/04/25 17b Notice To Attorneys and Parties .00
02/04/25 17c Findings of Fact .00
02/04/25 17n Entry Adopting Magistrate's Decision 5.00
02/04/25 cos Certificate of Service .00
02/06/25 15b Entry Authorizing Expenditure of Funds 8296.71 .00
(Custodial)
02/11/25 m Motion Requesting Magistrate to Consider .00
Reducing the Amount of Bond Entered at
the Time of the Hearing on 02/03/2025
02/11/25 eb Exhibits 2.00
02/11/25 mo Magistrate's Order TAS 5.00
-It is Ordered that Kimberly J Monroe be
Appntd Guard of Estate Upon Submission
of $113000.00 Bond by 03/03/2025
02/11/25 cos Certificate of Service .00
02/12/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/12/25 att Attachments 7.00
02/12/25 Receipt 639527 40.00
02/20/25 mo Magistrate's Order 5.00
02/26/25 Receipt 640169 5.00
02/27/25 Pay out made through bookkeeper # 0000082093 .00
ACCT #: 000000000209 5.00
03/04/25 4.2B Proposed Bond Documents .00
03/04/25 att Attachments .00
03/05/25 15b Entry Authorizing Expenditure of Funds 706.53 .00
(Custodial)
03/06/25 4.2 Fiduciary's Bond 226000.00 .00
Colonial
03/10/25 cb COST BILL .00
03/10/25 igf Indigent Guardianship Fund 30.00
03/10/25 adl Additional Letters of Authority 2.00
03/10/25 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MONROE, KIMBERLY J. (fidy)
03/10/25 15.9 Oath of Guardian .00
03/10/25 adl Additional Letters of Authority 5.00
03/10/25 Receipt 640859 42.00
03/10/25 50n Entry Terminating and Dispensing with Y .00
Final Account STAT
MOORE, JELENE (fidy)
03/12/25 Pay out made through bookkeeper # 0000082190 .00
ACCT #: 000000000209 8.00
04/16/25 1e Entry Setting Hearing 5.00
-App. for Atty Fees & Costs
MONROE, KIMBERLY J. (fidy)
04/16/25 eb Exhibit A .00
04/16/25 cos Certificate of Service .00
04/17/25 1ca Application for Attorney Fees 10.00
Kevin A. Craine, Esq.
04/17/25 1cc Consent to Attorney Fees .00
Kimberly Monroe
04/17/25 fs Fee Schedule 3.00
04/17/25 Receipt 643009 10.00
04/24/25 Receipt 643344 8.00
05/08/25 1cb Entry Approving Attorney Fees .00
05/08/25 1ca Application for Attorney Fees 15.00
05/08/25 Receipt 644171 15.00
05/19/25 mo Magistrate's Order TAS 5.00
-The Application for Atty Fees filed by
Keving A Craine is Dismissed with Leave
to Refile.
05/19/25 SR Service Request .00
06/27/25 1c Consent .00
06/27/25 Receipt 646986 5.00
06/30/25 m Motion .00
07/01/25 e Entry/order to withdraw as counsel 5.00
07/01/25 Receipt 647154 5.00
08/05/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/05/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
08/05/25 eb Exhibit 9.00
09/23/25 app Application to Expend Funds .00
09/23/25 15bn Entry Authorizing Expenditure of Funds 1836.53 5.00
(Non-Custodial) TAS
09/23/25 eb Exhibit .00
09/23/25 eb Exhibit .00
09/23/25 eb Exhibit .00
09/23/25 Receipt 651663 30.00
10/10/25 mo Magistrate's Order 5.00
10/10/25 SR Service Request .00
10/10/25 jcos Certificate of Service/Judicial Staff .00
10/14/25 9.7 Application to Transfer Motor Vehicle .00
10/14/25 Receipt 652975 5.00
10/14/25 Void Receipt 652975 5.00
11/19/25 e Entry 5.00
11/25/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/25/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
11/25/25 eb Exhibit .00
11/25/25 eb Exhibit .00
11/25/25 Receipt 655533 26.00
11/25/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/25/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
11/25/25 eb Exhibit .00
11/25/25 Receipt 655534 16.00
11/26/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/26/25 15b Entry Authorizing Expenditure of Funds $3041.97 .00
(Custodial)
11/26/25 eb Exhibit .00
11/26/25 Receipt 655592 16.00
12/23/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/23/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
12/23/25 eb Exhibit .00
12/23/25 Receipt 657008 16.00
01/07/26 13r Custodial Year End Report 2024 HNB .00
98368.39
01/09/26 15c Application to Release Funds .00
01/09/26 15d Entry Authorizing Release of Funds MKB 5.00
OH Deferred comp acct 2878 1459.28
acct 1891 19533.61
01/09/26 eb Exhibit 1.00
01/09/26 Receipt 657759 6.00
02/10/26 16k Notice to File Sent To fidy 1.00
02/10/26 13k Notice to File Account Sent To fidy 1.00
02/24/26 1b Application to Reduce Bond 5.00
02/24/26 1be Entry to Reduce Bond 52000.00 5.00
Colonial
Surety Co
02/24/26 Receipt 660242 12.00
03/11/26 22n Guardian's Report 2026 5.00
Kimberly J. Monroe
MONROE, KIMBERLY J. (fidy)
03/11/26 soe Statement of Expert Evaluation .00
MONROE, KIMBERLY J. (fidy)
03/11/26 Receipt 661316 5.00
03/13/26 22ni Investigator Review of Guardian's Report .00
03/31/26 9.7 Application to Transfer Motor Vehicle .00
03/31/26 9.8g Entry Approving Transfer of Motor 5.00
Vehicle
03/31/26 Receipt 662616 5.00
03/31/26 misc Miscellaneous Filing .00
Copy of updated bond information that
the guardian is still bonded. JAA
05/07/26 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/07/26 15b Entry Authorizing Expenditure of Funds .00
(Custodial) **1372.80** TAS
05/07/26 eb Exhibit .00
05/07/26 eb Exhibit 3.00
05/07/26 Receipt 665027 19.00
BALANCE DUE .00
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