Case Docket

Case Number: 332019  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : SHERMAN, WILLIAM BRUCE
AKA :


Date Code Description Reference Receipt Cost
06/30/80 6.0 Inventory 1954.04 .00
01/24/89 13.7 Entry Extending Accounting Until .00
Further Order by the Court
05/22/92 15.5 Entry Appointing Guardian, Letter of .00
Authority
Sherman, John F. (fidy)
02/08/94 22n Guardian's Report .00
02/08/94 soe Statement of Expert Evaluation .00
05/16/95 mcc All Entries Filed Prior to April 1, 1994 .00
Should be Referenced From the Hard
Dockets
06/06/95 Letter from Probate Court Custodial .00
Department re: $200.00 deposit
06/13/95 Order to Pay $200.00 Deposit Bank One .00
01/10/96 16k Notice to file Biennial Report 0016050 1.00
01/30/96 13a Fiduciary's Partial Account 10 30.00
01/30/96 13.1 Receipts and Disbursements .00
01/30/96 13.2 Assets Remaining in Fiduciary's Hands 152.95 .00
01/30/96 22n Guardian's Report 5.00
01/30/96 soe Statement of Expert Evaluation .00
01/30/96 c Copies 3.00
01/30/96 c Copy of Guardians Report 2.00
01/30/96 Receipt 041129 41.00
01/31/96 13e Entry Setting Hearing on Account .00
03/06/96 ci PHYSICAL INVENTORY .00
03/12/96 13h Judgment entry approving partial account .00
03/12/96 13h Judgment entry approving partial account .00
01/02/97 13k Notice to file Account 0016050 1.00
01/15/97 13a Fiduciary's Partial Account 02 22.00
01/15/97 13.1 Receipts and Disbursements .00
01/15/97 13.2 Assets Remaining in Fiduciary's Hands 202.76 .00
01/15/97 Receipt 062922 23.00
01/16/97 13e Entry Setting Hearing on Account .00
02/27/97 13h Judgment entry approving partial account .00
02/27/97 13h Judgment entry approving partial account .00
07/24/97 ci PHYSICAL INVENTORY .00
12/16/97 13k Notice to file Account 0016050 1.00
01/02/98 16k Notice to file Biennial Report 0016050 1.00
01/13/98 13a Fiduciary's Partial Account 03 22.00
01/13/98 13.1 Receipts and Disbursements .00
01/13/98 13.2 Assets Remaining in Fiduciary's Hands 224.95 .00
01/13/98 c Copy 1.50
01/13/98 Receipt 085957 25.50
01/14/98 13e Entry Setting Hearing on Account .00
01/27/98 22n Guardian's Report 5.00
01/27/98 soe Statement of Expert Evaluation .00
01/27/98 c Copy 4.00
01/27/98 Receipt 086830 9.00
02/25/98 13h Judgment entry approving partial account .00
02/25/98 13h Judgment entry approving partial account .00
06/25/98 ci PHYSICAL INVENTORY .00
12/15/98 13k Notice to file Account 0016050 1.00
01/12/99 13c Fiduciary's Final Account (Keep Open) 04 22.00
01/12/99 13.1 Receipts and Disbursements .00
01/12/99 13.2 Assets Remaining in Fiduciary's Hands .00 .00
01/12/99 e Entry Dispensing With Accounts Untill 5.00
Further Order of the Court
01/12/99 Receipt 108285 28.00
01/12/99 misc National City, Money Statement .00
01/13/99 13e Entry Setting Hearing on Account .00
01/13/99 l LETTER: .00
- RE: Dispensing with Accounting
02/24/99 13j Judgment entry approving final account-k .00
02/24/99 13j Judgment entry approving final account-k .00
02/24/99 13j Judgment entry approving final account-k .00
02/24/99 13j Judgment entry approving final account-k .00
12/28/99 16k Notice to file Biennial Report 0016050 1.00
02/16/00 Receipt 134364 1.00
02/16/00 22n Guardian's Report 5.00
02/16/00 soe Statement of Expert Evaluation .00
02/16/00 Void Receipt 134364 1.00
02/16/00 Receipt 134366 6.00
06/05/00 ci PHYSICAL INVENTORY .00
05/21/01 ci PHYSICAL INVENTORY .00
01/23/02 16k Notice to file Biennial Report 0016050 1.00
01/30/02 22n Guardian's Report 5.00
01/30/02 soe Statement of Expert Evaluation .00
01/30/02 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
01/30/02 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
01/30/02 Receipt 177681 11.00
03/12/03 ci PHYSICAL INVENTORY - 2002 .00
01/02/04 16k Notice to file Biennial Report 0016050 1.00
01/29/04 ci PHYSICAL INVENTORY 2003 .00
02/12/04 22n Guardian's Report 5.00
02/12/04 Receipt 220654 6.00
05/26/05 ci PHYSICAL INVENTORY 2005 .00
01/17/06 16k Notice to file Biennial Report 0016050 1.00
01/24/06 l LETTER: copy .00
to Norma Sherman
from Kelly Patton
01/24/06 l LETTER: copy .00
to John Sherman
from Kelly Patton
02/17/06 sn ***************SEE NOTES*************** .00
02/21/06 22n Guardian's Report 5.00
02/21/06 Receipt 263390 6.00
02/22/06 22ni Investigator Review of Guardian's Report .00
03/16/06 17.8f Follow-up Investigator's Report Jamie Haller .00
05/05/06 sc Substitution of Counsel 0065127 .00
02/09/07 ci PHYSICAL INVENTORY 2007 .00
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
01/25/08 16k Notice to File 0065127 1.00
02/19/08 22n Guardian's Report 5.00
02/19/08 Receipt 304010 6.00
02/28/08 22ni Investigator Review of Guardian's Report .00
01/21/09 16k Notice to File 0065127 1.00
02/06/09 22n Guardian's Report 5.00
02/06/09 Receipt 324617 6.00
02/09/09 22ni Investigator Review of Guardian's Report .00
02/20/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/11/10 16k Notice to File 0065127 1.00
01/25/10 22n Guardian's Report 5.00
01/25/10 Receipt 344689 6.00
01/28/10 22ni Investigator Review of Guardian's Report .00
04/06/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/28/10 16k Notice to File 0065127 1.00
01/31/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/17/11 22n Guardian's Report 5.00
SHERMAN, JOHN F. (fidy)
02/17/11 Receipt 367905 6.00
02/24/11 22ni Investigator Review of Guardian's Report .00
10/14/11 sc Substitution of Counsel 0063782 .00
SHERMAN, JOHN F. (fidy)
01/18/12 16ek eNotice to File 0063782 .00
02/06/12 22n Guardian's Report 5.00
SHERMAN, JOHN F. (fidy)
02/06/12 Receipt 388578 5.00
02/06/12 Pay out made through bookkeeper # 0000044618 .00
ACCT #: 000000000209 1.00
03/21/12 22ni Investigator Review of Guardian's Report .00
09/17/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
01/08/13 16ek eNotice to File 0063782 .00
01/17/13 22n Guardian's Report 5.00
SHERMAN, JOHN F. (fidy)
01/17/13 Receipt 408488 5.00
01/17/13 Pay out made through bookkeeper # 0000047154 .00
ACCT #: 000000000209 1.00
01/30/13 22ni Investigator Review of Guardian's Report .00
12/24/13 16ek eNotice to File 0063782 .00
01/21/14 22n Guardian's Report 5.00
SHERMAN, JOHN F. (fidy)
01/21/14 Receipt 428954 5.00
01/23/14 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
10/28/14 uc Unclaimed Check to County 10/31/14 check .00
#47154 payable to John Sherman dated
01/17/2013 for 1.00.
12/23/14 16ek eNotice to File 0063782 .00
01/08/15 22n Guardian's Report 5.00
SHERMAN, JOHN F. (fidy)
01/08/15 Receipt 447985 5.00
01/14/15 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
12/09/15 16ek eNotice to File 0063782 .00
12/22/15 22n Guardian's Report 5.00
SHERMAN, JOHN F. (fidy)
12/22/15 Receipt 467453 5.00
02/23/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/23/16 16ek eNotice to File 0063782 .00
12/01/16 22n Guardian's Report 5.00
SHERMAN, JOHN F. (fidy)
12/01/16 Receipt 486952 5.00
12/01/16 rgg Receipt of guardianship guide .00
Co-Guardian
12/16/16 22ni Investigator Review of Guardian's Report .00
05/09/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/02/17 16ek eNotice to File 0063782 .00
11/14/17 appi Application Requesting Indigency Status .00
11/14/17 ei Entry Declaring Indigent Status .00
11/14/17 50m Application to Terminate .00
estate only
11/14/17 50n Entry Terminating and Dispensing with y .00
Final Account
SHERMAN, JOHN F. (fidy)
11/14/17 20.7 Notice of Death of Fiduciary .00
11/14/17 20.7e Entry: Deceased Fiduciary Discharged .00
11/14/17 obit Obituary .00
11/14/17 al Amended Letters of Authority .00
11/14/17 50n STAT ONLY y .00
SHERMAN, NORMA J. (fidy)
11/14/17 22n Guardian's Report .00
SHERMAN, JOHN F. (fidy)
11/14/17 dc Death Certificate .00
11/29/17 22ni Investigator Review of Guardian's Report .00
04/05/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/16/18 16ek eNotice to File 0063782 .00
11/16/18 22n Guardian's Report .00
SHERMAN, JOHN F. (fidy)
11/28/18 22ni Investigator Review of Guardian's Report .00
08/06/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/21/19 16k Notice to File 0063782 .00
11/27/19 22p Annual Guardianship Plan .00
11/27/19 22n Guardian's Report .00
SHERMAN, JOHN F. (fidy)
11/27/19 22ni Investigator Review of Guardian's Report .00
03/05/20 soe Statement of Expert Evaluation .00
SHERMAN, JOHN F. (fidy)
03/05/20 wc - Daniel O SHerman 22.00
WebCheck Fingerprinting
03/05/20 Receipt 552367 22.00
03/05/20 cb COST BILL - co application .00
Daniel O SHerman
03/05/20 17.0 Application for Appointment of Guardian .00
03/05/20 ge Entry Setting Hearing 4/7/2020 .00
10:00 AM
03/05/20 15.0 Next of Kin .00
03/05/20 15.1 Waiver of Notice .00
- John F Sherman
03/05/20 15.2 Guardian - Fiduciary's Acceptance .00
03/05/20 16.1 Affidavit of Custody .00
03/05/20 15.3 Affidavit of Additional Information .00
03/05/20 15.4 Guardian's Credibility Application .00
03/05/20 17ca Change of Address Information for .00
Guardianships
03/05/20 15.8 Adult Guardianship Service Information .00
03/05/20 dl Copy of Driver's License of: .00
Daniel O SHerman
03/06/20 bcr Background Check Received .00
Daniel O Sherman
03/16/20 1da Application for Continuance of Hearing .00
03/16/20 1de Entry Continuing Hearing 06/02/2020 .00
11:00 AM
SHERMAN, JOHN F. (fidy)
03/16/20 cos Certificate of Service .00
03/19/20 17.8 Investigator's Report .00
03/19/20 cos Certificate of Service .00
03/19/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/07/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/09/20 cb COST BILL .00
06/09/20 17d Magistrate's Decision Sugar .00
Daniel Sherman is hereby appointed co-
guardian of the person of William B.
Sherman
06/09/20 17b Notice To Attorneys and Parties .00
06/09/20 17c Findings of Fact .00
06/09/20 17n Entry Adopting Magistrate's Decision .00
06/09/20 cos Certificate of Service .00
06/09/20 15.5 Entry Appointing Guardian, Letter of .00
Authority
SHERMAN, DANIEL O. (fidy)
06/09/20 rgg Receipt of guardianship guide .00
06/09/20 15.9 Oath of Guardian .00
06/29/20 15.0 Next of Kin Amended .00
06/29/20 15.1 Waiver of Notice .00
Robert L. Sherman
06/29/20 15.1 Waiver of Notice .00
John R. Sherman
07/07/20 dr Digital Record of Hearing .00
06/02/2020 Zoom
10/28/20 16k Notice to File 0063782 .00
01/27/21 nc Notice of Change of Address of: .00
William Bruce Sherman
John F. Sherman
01/27/21 22n Guardian's Report .00
SHERMAN, JOHN F. (fidy)
01/27/21 22p Annual Guardianship Plan .00
01/27/21 22ni Investigator Review of Guardian's Report .00
02/18/21 gcf Guardianship complaint filed 001 .00
Developmental Disabilities, of Franklin
County
02/18/21 gcn Guardian notified of complaint 02/18/2021 .00
001
02/18/21 gcn Guardian notified of complaint 02/18/2021 .00
001
02/18/21 gcn Guardian notified of complaint 02/18/2021 .00
001
02/18/21 l LETTER: to FCBDD .00
from Melissa Kauffman
05/04/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/11/21 16k Notice to File Sent To fidy .00
05/20/21 22n Guardian's Report .00
SHERMAN, DANIEL O. (fidy)
06/16/21 gcdv Notification of disposition of 02/18/2021 .00
guardianship complaint 001
06/16/21 att Attachments .00
06/16/21 l LETTER: to Daniel O. Sherman .00
from Melissa Kaufman
06/16/21 l LETTER: to John F. Sherman .00
from Melissa Kaufman
06/16/21 l LETTER: to FCBDD .00
from Melissa Kaufman
06/16/21 mo Magistrate's Order Complaint Disposition 08/05/2021 .00
-Approved & set for hearing via zoom 9:30 AM
06/16/21 eb Exhibit A .00
06/29/21 11a Resignation of Fiduciary - Request .00
06/29/21 11c Entry Accepting Resignation of Fiduciary .00
06/29/21 50k Application to Amend Letters of .00
Authority
06/29/21 50l Entry Amending Letters of Authority .00
06/29/21 al Amended Letters of Authority .00
12/28/21 16k Notice to File 0063782 .00
04/21/22 16k Notice to File Sent To fidy .00
04/25/22 dec Ward Deceased. .00
SHERMAN, DANIEL O. (fidy)
05/09/22 50m Application to Terminate .00
05/09/22 dc Death Certificate .00
WIlliam Bruce Sherman
05/09/22 50n Entry Terminating and Dispensing with y .00
Final Account
SHERMAN, DANIEL O. (fidy)
BALANCE DUE .00
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