|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
01/21/82
|
op
|
Opening Case
|
|
|
.00
|
|
04/05/82
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
.00
|
|
|
|
Authority
|
|
|
|
|
|
|
NICHOLS, JO-ANN C.
|
(fidy)
|
|
|
|
05/03/11
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
07/08/11
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
07/08/11
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
07/08/11
|
|
Receipt
|
376391
|
6.00
|
|
|
07/13/11
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
06/12/12
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
07/03/12
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
07/03/12
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
07/03/12
|
|
Receipt
|
397524
|
6.00
|
|
|
07/27/12
|
l
|
LETTER: to JoAnn Nichols from Anthony
|
|
|
.00
|
|
|
|
Dible
|
|
|
|
|
07/27/12
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/01/12
|
17.1d
|
Application to Dispense with Subsequent
|
|
|
.00
|
|
|
|
Statements of Expert Evaluation
|
|
|
|
|
08/01/12
|
17.1e
|
Entry Dispensing with the Filing of
|
|
|
5.00
|
|
|
|
Subsequent Statements of Expert
|
|
|
|
|
|
|
Evaluation
|
|
|
|
|
08/01/12
|
|
Receipt
|
399145
|
5.00
|
|
|
09/17/12
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2012
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
06/04/13
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
10/28/13
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
10/28/13
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
10/28/13
|
vcs
|
Virtual Service Mail Sent
|
|
|
4.85
|
|
|
|
- JO ANN C NICHOLS
|
481839
|
|
|
|
|
|
- Annual Report
|
|
|
|
|
11/14/13
|
vcr
|
Virtual Service Returned
|
481839
|
|
.00
|
|
|
|
JCN - Annual Report
|
10/31/2013
|
|
|
|
12/04/13
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
12/04/13
|
|
Receipt
|
426616
|
15.85
|
|
|
12/11/13
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/07/14
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2014
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
11/05/14
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
11/25/14
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
11/25/14
|
|
Receipt
|
445912
|
6.00
|
|
|
12/15/14
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
05/06/15
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2015
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/24/15
|
17.8f
|
Follow-up Investigator's Report
|
K Semones
|
|
.00
|
|
10/27/15
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
01/04/16
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
01/04/16
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
01/04/16
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.35
|
|
|
|
JoAnn C Nichols
|
072174
|
|
|
|
01/14/16
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
01/14/16
|
|
Receipt
|
468570
|
6.00
|
|
|
01/25/16
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
02/16/16
|
ci
|
ANNUAL PHYSICAL CASE INVENTORY - 2016
|
|
|
.00
|
|
|
|
- as required by:
|
|
|
|
|
|
|
Ohio Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
12/20/16
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
02/23/17
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
02/23/17
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
02/23/17
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.35
|
|
|
|
Jo Ann C Nichols
|
119848
|
|
|
|
02/24/17
|
|
Receipt
|
491598
|
6.00
|
|
|
03/08/17
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
JCN
|
119848
|
|
|
|
04/20/17
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
04/21/17
|
|
Receipt
|
494931
|
20.70
|
|
|
04/28/17
|
|
Pay out made through bookkeeper
|
# 0000057955
|
|
.00
|
|
|
|
ACCT #: 000000000209 1.00
|
|
|
|
|
05/09/17
|
ci
|
ANNUAL PHYSICAL/ELECTONIC - 2017
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
05/11/17
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
03/21/18
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
04/04/18
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2018
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
05/23/18
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
05/23/18
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
05/23/18
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.45
|
|
|
|
Jo-Ann C Nichols
|
203738
|
|
|
|
05/29/18
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
JCN
|
203738
|
|
|
|
06/06/18
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
06/06/18
|
|
Receipt
|
517329
|
6.00
|
|
|
06/06/18
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
GDN For Citation Costs
|
|
|
|
|
06/13/18
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
07/05/18
|
|
Receipt
|
518906
|
10.45
|
|
|
05/07/19
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
07/15/19
|
16m
|
Citation to File
|
sent to guar
|
|
5.00
|
|
07/15/19
|
vcos
|
Certificate of Service for Virtual Mail
|
|
|
.00
|
|
07/15/19
|
vcs
|
Virtual Service Mail Sent
|
|
|
5.60
|
|
|
|
Joann C Nichols
|
277326
|
|
|
|
07/24/19
|
vcr
|
Virtual Service Returned
|
|
|
.00
|
|
|
|
JCN
|
277326
|
|
|
|
08/06/19
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2019
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/12/19
|
|
Receipt
|
541080
|
6.00
|
|
|
11/18/19
|
9f
|
Charge of Contempt/FIDUCIARY
|
|
|
5.00
|
|
11/18/19
|
9c
|
Order that Summons Issue
|
|
|
.00
|
|
11/18/19
|
9b
|
Summons in Contempt
|
|
|
.00
|
|
|
|
Jo Ann C Nichols
|
|
|
|
|
12/03/19
|
9d
|
Return of Summons in Contempt
|
|
|
35.00
|
|
|
|
Jo Ann C Nichols Served 12/2/19
|
|
|
|
|
04/03/20
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2020
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
04/21/20
|
gcf
|
Guardianship complaint filed
|
001
|
|
.00
|
|
|
|
Underwood, Cameron
|
|
|
|
|
04/21/20
|
gcn
|
Guardian notified of complaint
|
04/21/2020
|
|
.00
|
|
|
|
|
001
|
|
|
|
04/21/20
|
l
|
LETTER: to Ms Cameron Underdown
|
|
|
.00
|
|
|
|
from Eric R. Horvath
|
|
|
|
|
05/01/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
|
|
Mr. Cameron Underdown
|
|
|
|
|
05/18/20
|
gcd
|
Notification of disposition of
|
05/18/2020
|
|
.00
|
|
|
|
guardianship complaint
|
001
|
|
|
|
05/18/20
|
att
|
Attachments
|
|
|
.00
|
|
05/18/20
|
mo
|
Magistrate's Order on Complaint
|
Clous
|
|
5.00
|
|
|
|
Disposition -Court investigators refer
|
|
|
|
|
|
|
this guardianship to FCGSB to consider
|
|
|
|
|
05/18/20
|
l
|
LETTER: to Cameron Underdown
|
|
|
.00
|
|
|
|
from Eric R. Horvath
|
|
|
|
|
05/18/20
|
l
|
LETTER: to Jo-Ann Nichols
|
|
|
.00
|
|
|
|
from Eric R. Horvath
|
|
|
|
|
06/05/20
|
l
|
LETTER: Successor letter
|
|
|
.00
|
|
06/09/20
|
17.8g
|
Court Investigator's Comments
|
Semones
|
|
.00
|
|
06/09/20
|
att
|
Attachments
|
|
|
.00
|
|
06/19/20
|
17.8g
|
Court Investigator's Comments
|
Horvath
|
|
.00
|
|
06/23/20
|
m
|
Motion To Expedite Hearing
|
|
|
.00
|
|
06/23/20
|
1e
|
Entry Setting Hearing (expedited)
|
07/23/2020
|
|
5.00
|
|
|
|
via zoom
|
9:00 am
|
|
|
|
06/23/20
|
eb
|
Exhibit A
|
|
|
.00
|
|
06/23/20
|
cb
|
COST BILL
|
|
|
.00
|
|
06/23/20
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
|
|
successor
|
|
|
|
|
06/23/20
|
15.0
|
Next of Kin
|
|
|
.00
|
|
06/23/20
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
Tammy Berney
|
|
|
|
|
06/23/20
|
15.2
|
Guardian - Fiduciary's Acceptance
|
|
|
.00
|
|
06/23/20
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
06/23/20
|
15.4
|
Guardian's Credibility Application
|
|
|
.00
|
|
06/23/20
|
17ca
|
Change of Address Information for
|
|
|
.00
|
|
|
|
Guardianships
|
|
|
|
|
06/23/20
|
16.1
|
Affidavit of Custody
|
|
|
.00
|
|
06/23/20
|
15.8
|
Adult Guardianship Service Information
|
|
|
.00
|
|
06/23/20
|
02
|
Forms
|
|
|
10.00
|
|
06/23/20
|
03
|
Docketing & Index
|
|
|
15.00
|
|
06/23/20
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
06/23/20
|
05
|
Computer Fee
|
|
|
10.00
|
|
06/23/20
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
06/23/20
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
06/23/20
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
06/23/20
|
gi
|
Guardianship Investigator's Expense
|
|
|
75.00
|
|
06/24/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
07/08/20
|
bcr
|
Background Check Received
|
|
|
.00
|
|
|
|
Bret Sinclair (BCI)
|
|
|
|
|
07/20/20
|
17.8
|
Investigator's Report
|
|
|
.00
|
|
07/20/20
|
cos
|
Certificate of Service
|
Erik von
|
|
9.50
|
|
|
|
|
Frese
|
|
|
|
07/20/20
|
16.4
|
Notice to Prospective Ward of
|
|
|
.00
|
|
|
|
Application and Hearing.
|
|
|
|
|
07/24/20
|
dr
|
Digital Record of Hearing
|
CLW
|
|
.00
|
|
|
|
7/23/2020
|
|
|
|
|
|
|
Zoom
|
|
|
|
|
07/28/20
|
17d
|
Magistrate's Decision
|
Wambaugh
|
|
.00
|
|
|
|
-Bret Sinclair is appt successor
|
|
|
|
|
|
|
guardian of the person only of Stephen
|
|
|
|
|
|
|
Segal. No bond is required.
|
|
|
|
|
07/28/20
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
07/28/20
|
17c
|
Findings of Fact
|
|
|
.00
|
|
07/28/20
|
17n
|
Entry Adopting Magistrate's Decision
|
Wambaugh
|
|
5.00
|
|
07/28/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
08/28/20
|
c
|
Copy
|
|
|
.40
|
|
08/28/20
|
|
Receipt
|
559479
|
139.50
|
|
|
09/11/20
|
cb
|
COST BILL
|
|
|
.00
|
|
09/11/20
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
09/11/20
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
5.00
|
|
|
|
Authority
|
|
|
|
|
|
|
SINCLAIR, BRET EMBREE
|
(fidy)
|
|
|
|
09/11/20
|
15.9
|
Oath of Guardian
|
|
|
.00
|
|
09/11/20
|
rgg
|
Receipt of guardianship guide
|
|
|
.00
|
|
09/11/20
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
09/11/20
|
|
Receipt
|
560165
|
157.00
|
|
|
09/14/20
|
|
Pay out made through bookkeeper
|
# 0000065996
|
|
.00
|
|
|
|
ACCT #: 000000000209 12.60
|
|
|
|
|
04/23/21
|
misc
|
FCBDD MUI Report
|
|
|
.00
|
|
05/04/21
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2021
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
08/16/21
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
09/08/21
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
SINCLAIR, BRET EMBREE
|
(fidy)
|
|
|
|
09/08/21
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
09/08/21
|
|
Receipt
|
577537
|
6.00
|
|
|
08/09/22
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
10/05/22
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
SINCLAIR, BRET EMBREE
|
(fidy)
|
|
|
|
10/05/22
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
|
|
SINCLAIR, BRET EMBREE
|
(fidy)
|
|
|
|
10/05/22
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
10/05/22
|
|
Receipt
|
596989
|
6.00
|
|
|
10/31/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
09/06/23
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
10/03/23
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
|
|
SINCLAIR, BRET EMBREE
|
(fidy)
|
|
|
|
10/03/23
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
|
|
SINCLAIR, BRET EMBREE
|
(fidy)
|
|
|
|
10/06/23
|
|
Receipt
|
615098
|
6.00
|
|
|
10/11/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
10/19/23
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
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