Case Docket

Case Number:	628308
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	KERR, ROSA A.
AKA :

Date	Code	Description	Reference	Receipt	Cost
12/29/23	01	Case Number (Daily Reporter)			10.00
12/29/23	02	Forms			10.00
12/29/23	03	Docketing & Index			15.00
12/29/23	04	Computerized Legal Research			3.00
12/29/23	05	Computer Fee			10.00
12/29/23	07	Legal Aid Trust Fund			26.00
12/29/23	08	Dispute Resolution Fund			15.00
12/29/23	gi	Guardianship Investigator's Expense			75.00
12/29/23	16	Special Projects Fund			15.00
12/29/23	cb	COST BILL			.00
12/29/23	17.0	Application for Appointment of Guardian			20.00
12/29/23	ge	Entry Setting Hearing	02/08/2024		.00
			@10:00am
12/29/23	eb	Exhibit	A		.00
		Zoom Invite
12/29/23	15.0	Next of Kin			.00
12/29/23	15.1	Waiver of Notice			.00
		James A. Kerr
12/29/23	15.2	Guardian - Fiduciary's Acceptance			.00
12/29/23	15.3	Affidavit of Additional Information			.00
12/29/23	15.4	Guardian's Credibility Application			.00
12/29/23	15.8	Adult Guardianship Service Information			.00
12/29/23	psoe	Statement of Expert Evaluation			.00
12/29/23	4.2B	Proposed Bond Documents			.00
12/29/23	misc	Miscellaneous Filing			.00
12/29/23	16.1	Affidavit of Custody			.00
01/03/24		Receipt	619257	199.00
01/26/24	rgg	Receipt of Guardianship Guide			.00
01/31/24	17.8	Investigator's Report			.00
01/31/24	cos	Certificate of Service	Kincaid		60.00
02/08/24	dr	Digital Record of Hearing	CLW		.00
		02/08/2024 / Zoom
02/09/24	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
02/12/24	17d	Magistrate's Decision	Wambaugh		.00
		Accordingly, Toni Thompson is appointed
		guardian of the person and estate of
		Rosa Kerr. Bond is $620,900.00
02/12/24	17b	Notice To Attorneys and Parties			.00
02/12/24	17c	Findings of Fact			.00
02/12/24	17n	Entry Adopting Magistrate's Decision			5.00
02/12/24	cos	Certificate of Service			.00
03/05/24	igf	Indigent Guardianship Fund			30.00
03/05/24	adl	Additional Letters of Authority			3.00
03/05/24	cb	COST BILL			.00
03/05/24	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		THOMPSON, TONI A.	(fidy)
03/05/24	15.9	Oath of Guardian			.00
03/05/24	4.2	Fiduciary's Bond	620900.00		.00
			RLI
03/05/24		Receipt	622366	103.00
04/03/24	15c	Application to Release Funds to Guardian			.00
04/03/24	att	Attachments			18.00
04/22/24	l	LETTER:			.00
		Return Inventory Add Bond Court Costs
05/02/24	6.0	Inventory	771074.85		7.00
05/02/24		Receipt	625409	25.00
05/02/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/02/24	att	Attachments			6.00
05/02/24	15bn	Entry Authorizing Expenditure of Funds	9364.55		5.00
		(Non-Custodial)
05/02/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/02/24	att	Attachments			.00
05/02/24	15bn	Entry Authorizing Expenditure of Funds	23870.00		5.00
		(Non-Custodial)
05/02/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/02/24	15bn	Entry Authorizing Expenditure of Funds	7550.00/mnth		5.00
		(Non-Custodial)
05/13/24		Receipt	625878	51.00
05/15/24	nc	Notice of Change of Address of:			.00
		Attorney
08/14/24	9.0	Application to Sell Personal Property			10.00
08/14/24	9j	Consent to Power to Sell Personal			.00
		Property
		THOMPSON, TONI A.
08/14/24	9.3	Entry Authorizing Sale of Personal	TAS		5.00
		Property
09/04/24		Receipt	631469	15.00
09/06/24	15c	Application to Release Funds to Guardian			.00
09/06/24	att	Attachments			.00
09/06/24	15d	Entry Authorizing Release of Funds	SNR		5.00
09/06/24	cc	Certified Copy			1.00
09/10/24	l	LETTER: to Toni Thompson			.00
		from Mag Asst Lindsay E Webster
09/16/24		Receipt	632092	6.00
10/14/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
10/14/24	att	Attachments			15.00
10/14/24	15bn	Entry Authorizing Expenditure of Funds	202.50		5.00
		(Non-Custodial)	66.00
			781.53
10/22/24		Receipt	634077	30.00
12/03/24	15c	Application to Release Funds to Guardian			.00
12/03/24	15d	Entry Authorizing Release of Funds			5.00
		-From Hamilton Capital IRA Acct. # 0178	2706.89
		-From Hamilton Capital IRA Acct. # 5811	23470.44
		to Park National Bank Acct. # 8338
12/03/24	cc	Certified Copy			1.00
12/05/24		Receipt	636254	6.00
12/10/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/10/24	att	Attachments			13.00
12/18/24	15bn	Entry Authorizing Expenditure of Funds	TAS		5.00
		(Non-Custodial)
12/18/24		Receipt	636938	28.00
12/19/24		Receipt	636987		.00
12/19/24		Pay out made through bookkeeper	# 0000081488		.00
		ACCT #: 000000000209 5.00
12/20/24		Pay out made through bookkeeper	# 0000081507		.00
		ACCT #: 000000000209 23.00
01/02/25	1ca	Application for Attorney Fees			10.00
		Emily M Brewer
01/02/25	1cc	Consent to Attorney Fees			.00
		Toni A Thompson
01/02/25	fs	Fee Schedule			10.00
01/02/25	1cb	Entry Approving Attorney Fees	1125.00		.00
01/02/25		Receipt	637453	20.00
01/02/25	misc	Certificate of Deposit of Will for			.00
		Rosa Ann Kerr
01/03/25		Pay out made through bookkeeper	# 0000081627		.00
		ACCT #: 000000000209 5.00
01/09/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
01/09/25	15bn	Entry Authorizing Expenditure of Funds	TAS		5.00
		(Non-Custodial)
		-All items except for expenses of
		Maintaning home
01/09/25	cc	Certified Copy			1.00
01/09/25	1e	Entry Setting Remote Hearing	01/29/2025		5.00
			9:00 AM
01/09/25	eb	Exhibit a			.00
01/09/25	cos	Certificate of Service			.00
01/10/25		Receipt	637839	16.00
01/28/25		Receipt	638699	5.00
01/28/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
01/29/25	dr	Digital Record of Hearing	TAS		.00
		01/29/2025 / Zoom
02/05/25	16k	Notice to File	0102994		1.00
02/05/25	13k	Notice to File Account	0102994		1.00
02/07/25		Receipt	639270	2.00
02/11/25		Pay out made through bookkeeper	# 0000081950		.00
		ACCT #: 000000000209 3.00
02/12/25	15bn	Entry Authorizing Expenditure of Funds	450.00/month		5.00
		(Non-Custodial)	120.00/month
02/25/25	22n	Guardian's Report			5.00
02/25/25	22p	Annual Guardianship Plan			.00
02/26/25	ref	No Refund Issued: Less than $1.00			1.00
02/26/25		Receipt	640200	6.00
02/28/25	17.1d	Application to Dispense with Subsequent			.00
		Statements of Expert Evaluation
02/28/25	17.1e	Entry Dispensing with the Filing of			5.00
		Subsequent Statements of Expert
		Evaluation
03/05/25	22ni	Investigator Review of Guardian's Report			.00
03/05/25	3.a	Application to Appoint Appraiser			.00
03/05/25	att	Attachment			.00
03/05/25	3.ae	Entry Appointing Appraiser	183		5.00
03/06/25		Receipt	640736	5.00
03/06/25	10j	Consent to Power to Sell Real Estate			1.00
		Toni Ann Thompson.
		James A. Kerr.
03/06/25	e	Entry for Bond.	921249.70		5.00
03/12/25		Receipt	640986	11.00
03/20/25		Receipt	641476	5.00
03/21/25	1ca	Application for Attorney Fees			10.00
		Emily M Brewer
03/21/25	1cc	Consent to Attorney Fees			.00
		Toni Thompson
03/21/25	fs	Fee Schedule			.00
03/21/25	morf	Magistrate's Order Regarding Fees	990.00		.00
03/21/25		Receipt	641562	10.00
03/24/25	l	LETTER:			.00
		Return Account Pickup Assets Remaining
		Return Ck # 1053
03/28/25	13a	Fiduciary's Partial Account	01		22.00
03/28/25	13.1	Receipts and Disbursements			.00
03/28/25	13.2	Assets Remaining in Fiduciary's Hands	528151.56		.00
03/28/25	ex	Extra Pages			1.00
03/28/25	15c	Application to Release Funds to guardian			.00
03/28/25	15d	Entry Authorizing Release of Funds	32692.20		5.00
		Hampilton Capital 6612
03/28/25	cc	Certified Copy			1.00
03/28/25	15c	Application to Release Funds to Guardian			.00
03/28/25	15d	Entry Authorizing Release of Funds	756.61		5.00
		Park National 8338
03/28/25	cc	Certified Copy			1.00
03/28/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/28/25	15bn	Entry Authorizing Expenditure of Funds	TPS		5.00
		(Non-Custodial)
03/28/25	cc	Certified Copy			2.00
03/28/25		Receipt	641954	52.00
03/31/25	13e	Entry Setting Hearing on Account			.00
03/31/25		Pay out made through bookkeeper	# 0000082333		.00
		ACCT #: 000000000209 70.00
04/03/25	l	LETTER: to Toni A Thompson			.00
		from Jud Asst Toni Mclean
04/11/25	nc	Notice of Change of Address of:			.00
		Attorney
05/01/25	pos	Proof of Service	James Kerr		.00
05/06/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/06/25	15bn	Entry Authorizing Expenditure of Funds	53.63		5.00
		(Non-Custodial)
05/06/25		Receipt	644018	15.00
05/12/25	13h	Judgment Entry Approving Partial Account			.00
09/11/25	15c	Application to Release Funds			.00
09/11/25	15d	Entry Authorizing Release of Funds			5.00
09/11/25		Receipt	651103	5.00
09/16/25	15d	Entry Authorizing Release of Funds			5.00
09/16/25		Receipt	651291	5.00
09/25/25	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/25/25	att	Attachments			.00
09/25/25	15bn	Entry Authorizing Expenditure of Funds	JAA		5.00
		(Non-Custodial)
09/25/25		Receipt	651871	15.00
10/15/25	1ca	Application for Attorney Fees			11.00
		Emily M Brewer
10/15/25	1cc	Consent to Attorney Fees			.00
		Toni Ann Thompson
10/15/25	fs	Fee Schedule			.00
10/15/25	morf	Magistrate's Order Regarding Atty Fees	DENIED		.00
		-Court shall consider fees annually upon
		the filing of each account. Local R.71.5
10/15/25		Receipt	653065	11.00
10/15/25	cc	Certified Copy			1.00
10/15/25		Receipt	653087	1.00
10/29/25	cc	Certified Copy			1.00
10/29/25	att	Attachments			.00
10/29/25		Receipt	653920	1.00
01/28/26	16k	Notice to File	0102994		1.00
02/11/26	22n	Guardian's Report			5.00
02/11/26	22p	Annual Guardianship Plan			.00
02/11/26	22p	Annual Guardianship Plan			.00
02/11/26	13a	Fiduciary's Partial Account	02		22.00
02/11/26	13.2	Assets Remaining in Fiduciary's Hands	439637.14		.00
02/11/26	13.1	Receipts and Disbursements			.00
02/11/26	1ca	Application for Attorney Fees			11.00
02/11/26	1cc	Consent to Attorney Fees			.00
02/11/26	fs	Fee Schedule			.00
02/11/26	1cb	Entry Approving Attorney Fees	3375.00		.00
02/11/26		Receipt	659526	39.00
02/17/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
02/17/26	15bn	Entry Authorizing Expenditure of Funds	TAS		5.00
		(Non-Custodial)
		-All items except for utilities, lawn
		care & homeowner's insurance
02/17/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
02/17/26	misc	Proposed entry not issued			.00
02/17/26	cc	Certified Copy			1.00
02/17/26	cc	Certified Copy			1.00
02/17/26		Receipt	659807	27.00
02/18/26	22ni	Investigator Review of Guardian's Report			.00
02/24/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
02/24/26	15bn	Entry Authorizing Expenditure of Funds	1552.00		5.00
		(Non-Custodial)	52.00
			123.51
			MKB
02/24/26	r	Receipt			.00
02/24/26	cc	Certified Copy			1.00
02/24/26		Receipt	660229	16.00
02/26/26	13e	Entry Setting Hearing on Account			.00
03/06/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/06/26	15bn	Entry Authorizing Expenditure of Funds	TPS		5.00
		(Non-Custodial)
03/06/26	ger	Notice of Compliance with Guardian			.00
		Education Requirements
		Tonia Thompson
03/06/26		Receipt	661055	15.00
03/10/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/10/26	15bn	Entry Authorizing Expenditure of Funds	120.00		5.00
		(Non-Custodial)	450.00
			120.00
			JAA
03/10/26		Receipt	661253	15.00
03/26/26	13h	Judgment Entry Approving Partial Account			.00
04/21/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
04/21/26	15bn	Entry Authorizing Expenditure of Funds	ELC		5.00
		(Non-Custodial)
04/21/26	cc	Certified Copy			1.00
04/21/26		Receipt	663986	16.00
05/21/26	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/21/26	att	Attachments			.00
05/21/26	15bn	Entry Authorizing Expenditure of Funds	11683.31		5.00
		(Non-Custodial)	TAS
05/21/26	cc	Certified Copy			1.00
05/21/26		Receipt	665855	16.00
		BALANCE DUE			.00

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