Case Docket

Case Number: 629624  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BROWN, JULIE ANN
AKA :


Date Code Description Reference Receipt Cost
03/13/24 01 Case Number (Daily Reporter) 10.00
03/13/24 cb COST BILL .00
03/13/24 17.0 Application for Appointment of Guardian .00
Jonathan Klein
03/13/24 ge Entry Setting Hearing 04/30/2024 .00
11:00 a.m.
03/13/24 eb Exhibit A .00
Zoom invite
03/13/24 15.0 Next of Kin .00
03/13/24 15.1 Waiver of Notice .00
Kevin Brown
Kimberlee Schlatter
03/13/24 15.1 Waiver of Notice .00
William Brown
03/13/24 15.1 Waiver of Notice .00
Jennifer Cohen
03/13/24 15.2 Guardian - Fiduciary's Acceptance .00
03/13/24 15.3 Affidavit of Additional Information .00
03/13/24 16.1 Affidavit of Custody .00
03/13/24 psoe Statement of Expert Evaluation .00
03/13/24 15.8 Adult Guardianship Service Information .00
03/13/24 indg Judgment Entry: The Court, under the .00
authority of Ohio R.C. Section 2111.51
Orders funds from the indigent fund
to cover the Court costs.
03/13/24 appi Application Requesting Indigency Status .00
03/13/24 ei Entry Declaring Indigent Status .00
03/13/24 Receipt 622763 10.00
04/09/24 eac Entry Appointing Counsel 0099450 .00
William Lehner
04/24/24 17.8 Investigator's Report .00
04/24/24 cos Certificate of Service von Frese .00
04/30/24 mo Magistrate's Order TAS .00
-Ward requested independent expert. One
will be appt. Decision issued in two
weeks.
04/30/24 cos Certificate of Service .00
04/30/24 eacd Journal Entry Appointing Court Doctor TAS .00
05/07/24 bcr Background Check Received BCI .00
John Klein
05/16/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/16/24 17d Magistrate's Decision Stone .00
Accordingly, Jonathan Klein be appointed
guardian of the person and estate of
Julie Ann Brown. Bond $56,000.00.
05/16/24 17b Notice To Attorneys and Parties .00
05/16/24 17c Findings of Fact .00
05/21/24 psoe Statement of Expert Evaluation .00
05/21/24 cos Certificate of Service .00
06/04/24 4.2B Proposed Bond Documents .00
06/11/24 1cf Application for Court Doctor Fees .00
Princess Black
06/11/24 fs Fee Schedule .00
06/11/24 morf Magistrate's Order Regarding Fees Sugar .00
$350.00
06/12/24 17n Entry Adopting Magistrate's Decision .00
06/12/24 cos Certificate of Service .00
06/21/24 igf Indigent Guardianship Fund .00
06/21/24 adl Additional Letters of Authority .00
06/21/24 cb COST BILL .00
06/21/24 15.5 Entry Appointing Guardian, Letter of .00
Authority
KLEIN, JONATHAN (fidy)
06/21/24 15.9 Oath of Guardian .00
06/21/24 4.2 Fiduciary's Bond 56000.00 .00
WESTERN
07/09/24 6.0 Inventory 22000.00 .00
07/26/24 6a Amended Inventory 24449.00 .00
08/05/24 15c Application to Release Funds Funds .00
08/05/24 15d Entry Authorizing Release of Funds 2141.49 .00
Huntington Bank Acct 9860
08/05/24 cc Certified Copy .00
08/06/24 15c Application to Release Funds to Guardian .00
08/06/24 15d Entry Authorizing Release of Funds to .00
Guardian
-From Huntington Checking Acct. # 9860 2500.00
11/18/24 9.7 Application to Transfer Motor Vehicle .00
11/18/24 9.8 Entry Approving Transfer of Motor 2022 .00
Vehicle chevrolet
11/18/24 cc Certified Copy .00
01/27/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/21/25 13k Notice to File Account Sent To fidy .00
05/23/25 16k Notice to File Sent To fidy .00
08/05/25 soe Statement of Expert Evaluation .00
08/05/25 22n Guardian's Report .00
08/07/25 22ni Investigator Review of Guardian's Report .00
03/02/26 app Application to Terminate Guardianship .00
03/02/26 50p Entry Terminating and Ordering Final 04/30/2026 .00
Account
BALANCE DUE .00
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