Case Docket

Case Number: 518179  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : BENNETT, JAMES
AKA :


Date Code Description Reference Receipt Cost
09/06/06 01 Case Number (Daily Reporter) 10.00
09/06/06 indg Judgment Entry: The Court, under the ck 2332 .00
authority of Ohio R.C. Section 2111.51
Orders funds from the indigent fund
to cover the Court costs.
09/06/06 cb COST BILL .00
09/06/06 m Motion to expedite hearing .00
09/06/06 e Entry to expedite 09/21/2006 .00
9:00 am
09/06/06 appi Application Requesting Indigency Status .00
09/06/06 ei Entry Declaring Indigent Status .00
09/06/06 17.0 Application for Appointment of Guardian .00
09/06/06 ge Entry Setting Hearing 09/21/2006 .00
9:00 am
09/06/06 15.0 Next of Kin .00
09/06/06 15.2 Guardians Acceptance .00
09/06/06 15.3 Affidavit of Additional Information .00
09/06/06 15.3 Affidavit of Additional Information .00
09/06/06 15.4 Guardians Credibility Application .00
09/06/06 17ca Change of Address Information for .00
Guardianships
09/06/06 soe Statement of Expert Evaluation .00
09/06/06 Receipt 275013 10.00
09/20/06 17.8 Investigator's Report K Dunham .00
09/20/06 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/20/06 aos Affidavit of Service .00
09/20/06 16.5 Court Investigator Record of Service K Dunham .00
09/21/06 1da Application for Continuance of Hearing .00
09/21/06 1de Entry Continuing Hearing 10/12/2006 .00
11:00 am
09/21/06 2y Notice of Hearing on Application for .00
Appointment of Guardianship to
Mary Bennett
09/21/06 gcs Guardianship: Certified Mail Sent .00
Mary Bennett
09/21/06 dr Digital Record of Hearing KCP .00
09/21/2006 22E
Time: 9:27:49-9:45:10 a.m.
09/25/06 cr Certified Mail Returned .00
Mary Bennett
10/04/06 cb COST BILL .00
10/04/06 17d Magistrate's Decision Patton .00
Susan Wasserman is appointed guardian
of the person & estate, bond is set at
40000.00
10/04/06 17b Notice To Attorneys and Parties .00
10/04/06 17c Findings of Fact .00
10/04/06 17n Entry Approving Magistrate's Decision .00
10/04/06 cos Certificate of Service .00
p/s to applicant
mail to ward, adm of nursing home,
Mary Bennett
10/04/06 15.5 Entry Appointing Guardian, Letter of .00
Authority
WASSERMAN, SUSAN S. (fidy)
10/04/06 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 40000.00 .00
Palmer/Mille
R Prater
10/04/06 att Attachments .00
creditability & signature pages
10/04/06 bapm Bond Application for Palmer Miller .00
10/04/06 15.1 Waiver of Notice .00
Mary Bennett
10/25/06 6.0 Inventory 16223.54 .00
10/25/06 15a Application for Authority to Expend .00
Funds
10/25/06 15b Entry Authorizing Expenditure of Funds .00
11/03/06 1ca Application for Attorney Fees .00
and Guardian
11/03/06 1cb Entry Approving Attorney Fees 3753.75 .00
Susan Wasserman 20.00 +
11/03/06 fs Fee Schedule .00
11/29/06 3.a Application to Appoint Appraiser .00
11/29/06 3.ae Entry Appointing Appraiser 58 .00
02/21/07 15a Application for Authority to Expend .00
Funds
02/21/07 15b Entry Authorizing Expenditure of Funds 456.00 .00
Homeowners insurance
02/21/07 att Attachments .00
03/07/07 1ae Entry Increasing Bond 38000.00 .00
Palmer/Mille
03/07/07 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 78000.00 .00
Palmer/Mille
R Prater
03/07/07 bapm Bond Application for Palmer Miller .00
03/28/07 15a Application for Authority to Expend .00
Funds
03/28/07 15b Entry Authorizing Expenditure of Funds 904.00/mo .00
Lutheran Village and case manager 150.00
help
03/28/07 att Attachments .00
08/09/07 15a Application for Authority to Expend .00
Funds
08/09/07 15b Entry Authorizing Expenditure of Funds .00
09/05/07 13k Notice to file Account 0032104 .00
09/10/07 15.0 Next of Kin - Amended, change of .00
Address for Mary H Bennett
10/04/07 13a Fiduciary's Partial Account 01 .00
10/04/07 13.1 Receipts and Disbursements .00
10/04/07 13.2 Assets Remaining in Fiduciary's Hands 2008.20 .00
10/05/07 13e Entry Setting Hearing on Account .00
10/15/07 1b Application to Reduce Bond .00
10/15/07 1be Entry to Reduce Bond 56000.00 .00
Palmer/Mille
10/15/07 appn Application Requesting Non-Indigency .00
Status
10/15/07 en Entry Declaring Non-Indigent Status 5.00
10/15/07 1ca Application for Attorney Fees 5.00
and guardian fees
10/15/07 1cb Entry Approving Attorney Fees 5.00
and guardian fes 7441.25
Susan Wasserman 56.39
10/15/07 fs Fee Schedule .00
10/15/07 cc Certified Copy 1.00
10/15/07 Receipt 297586 16.00
10/23/07 otn Guardian's Annual Report Initial .00
Courtesy Letter
11/19/07 13h Judgment entry approving partial account .00
12/06/07 ci ANNUAL PHYSICAL CASE INVENTORY (2007) .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/10/08 15a Application for Authority to Expend 10.00
Funds
04/10/08 15b Entry Authorizing Expenditure of Funds 935.00 5.00
monthly expenses to healthcare facility 40.00
paitent acct, case mgr 25.00
04/10/08 Receipt 307186 15.00
09/09/08 13k Notice to File Account 0032104 1.00
09/09/08 16k Notice to File 0032104 1.00
10/23/08 13m Citation to File Account sent to fidy 5.00
10/23/08 vcos Certificate of Service for Virtual Mail .00
10/23/08 vcs Virtual Service Mail Sent 4.25
- SUSAN S WASSERMAN 133059
- Account
10/24/08 13a Fiduciary's Partial Account 02 22.00
10/24/08 13.1 Receipts and Disbursements .00
10/24/08 13.2 Assets Remaining in Fiduciary's Hands 1441.50 .00
10/24/08 Receipt 318908 33.25
10/27/08 13e Entry Setting Hearing on Account .00
11/12/08 appi Application Requesting Indigency Status .00
11/12/08 ei Entry Declaring Indigent Status .00
11/12/08 1cd Application for Fiduciary Fees .00
& Atty Fees
11/12/08 1ce Entry Approving Fiduciary Fees .00
& Atty Fees
Susan Wasserman 420.00
64.66
11/12/08 fs Fee Schedule .00
12/02/08 15a Application for Authority to Expend .00
Funds
12/02/08 15b Entry Authorizing Expenditure of Funds 1000.00 .00
for case management, clothing & personal
needs
12/04/08 16m Citation to File sent to guar 5.00
12/08/08 vcos Certificate of Service for Virtual Mail .00
12/08/08 vcs Virtual Service Mail Sent .00
Susan S Wasserman 141399
12/08/08 13h Judgment entry approving partial account .00
12/15/08 22n Guardian's Report .00
12/15/08 soe Statement of Expert Evaluation .00
12/15/08 Receipt 321746 5.00
12/17/08 22ni Investigator Review of Guardian's Report .00
04/01/09 ci ANNUAL PHYSICAL CASE INVENTORY - 2009 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
09/29/09 13k Notice to File Account 0032104 .00
11/04/09 13n Application to Extend Time to File .00
Account
11/04/09 13o Entry Extending Time to File Account 12/15/2009 .00
11/17/09 16k Notice to File 0032104 .00
11/24/09 13a Fiduciary's Partial Account 03 .00
11/24/09 13.1 Receipts and Disbursements .00
11/24/09 13.2 Assets Remaining in Fiduciary's Hands 3042.04 .00
11/24/09 cpi Confidential Personal Identifiers .00
11/25/09 13e Entry Setting Hearing on Account .00
12/03/09 1b Application to Reduce Bond .00
12/03/09 1be Entry to Reduce Bond 40000.00 .00
Palmer/Mille
01/06/10 13h Judgment Entry Approving Partial Account .00
01/28/10 16m Citation to File sent to guar 5.00
01/28/10 vcos Certificate of Service for Virtual Mail .00
01/28/10 vcs Virtual Service Mail Sent 4.50
- SUSAN S WASSERMAN 227444
- Annual Report/Expert Evaluation
02/03/10 nc Notice of Change of Address of: .00
- Susan Wasserman
03/04/10 nc Notice of Change of Address of: .00
- Susan Wasserman, Gdn
PO Box 9745
Columbus OH 43209
03/11/10 22n Guardian's Report .00
03/11/10 soe Statement of Expert Evaluation .00
03/11/10 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
03/11/10 17.1e Entry Dispensing with the Filing of .00
Subsequent Statements of Expert
Evaluation
03/11/10 Receipt 347528 9.50
03/11/10 dr Digital Record of Hearing BFS .00
03/11/2010 22-A
Time: 9:49:54 a.m.-9:50:49 a.m.
03/11/10 dr Digital Record of Hearing BFS .00
03/11/2010 22-A
Time: 10:07:33 a.m.-10:08:38 a.m.
04/27/10 22ni Investigator Review of Guardian's Report .00
06/24/10 ci ANNUAL PHYSICAL CASE INVENTORY - 2010 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
10/14/10 50m Application to Terminate .00
Estate Only
10/14/10 50n Entry Terminating and Dispensing With n .00
Final Account
WASSERMAN, SUSAN S. (fidy)
10/14/10 1ca Application for Attorney Fees .00
& Guardian
10/14/10 1cb Entry Approving Attorney Fees .00
& Guardian 2710.41
Susan Wasserman
10/14/10 fs Fee Schedule .00
12/01/10 13c Fiduciary's Final Account (Keep Open) 04 .00
12/01/10 13.1 Receipts and Disbursements 0.00 .00
12/01/10 al Amended Letters of Authority .00
12/02/10 13e Entry Setting Hearing on Account .00
01/12/11 13j Judgment Entry Approving Final Account .00
(Keep Open)
02/14/11 16k Notice to File 0032104 .00
02/16/11 ci ANNUAL PHYSICAL CASE INVENTORY - 2011 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
04/06/11 22n Guardian's Report .00
04/14/11 22ni Investigator Review of Guardian's Report .00
03/07/12 16k Notice to File 0032104 .00
04/18/12 1cd Application for Fiduciary Fees .00
04/18/12 1ce Entry Approving Fiduciary Fees 420.00 .00
Susan Wasserman
04/18/12 fs Fee Schedule .00
05/08/12 22n Guardian's Report .00
05/14/12 22ni Investigator Review of Guardian's Report .00
10/30/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
02/11/13 m Motion For authority to release patient .00
account at Manor at Whitehall To
Guardian
02/11/13 e Entry .00
04/09/13 16k Notice to File 0032104 .00
04/17/13 appn Application Requesting Non-Indigency .00
Status
04/17/13 en Entry Declaring Non-Indigent Status 5.00
04/17/13 1cd Application for Fiduciary Fees 5.00
04/17/13 1ce Entry Approving Fiduciary Fees 5.00
04/17/13 1ca Application for Attorney Fees 5.00
04/17/13 1cb Entry Approving Attorney Fees 5.00
Susan Wasserman 1561.00
04/17/13 fs Fee Schedule .00
04/17/13 Receipt 413728 25.00
04/17/13 Void Receipt 413728 25.00
04/17/13 Receipt 413795 25.00
04/18/13 Pay out made through bookkeeper # 0000047798 .00
ACCT #: 000000000209 7.25
08/07/13 16m Citation to File 0032104 guar 5.00
08/07/13 vcos Certificate of Service for Virtual Mail .00
08/07/13 vcs Virtual Service Mail Sent 4.85
- SUSAN S WASSERMAN 470215
- Annual Report
08/21/13 evcr e-Virtual Service Returned 470215 .00
- SUSAN S WASSERMAN
- Guardian Report
08/08/2013
09/10/13 22n Guardian's Report 5.00
09/10/13 Receipt 421998 14.85
09/17/13 22ni Investigator Review of Guardian's Report .00
08/12/14 16k Notice to File 0032104 1.00
09/08/14 22n Guardian's Report 5.00
09/08/14 Receipt 441692 6.00
09/15/14 22ni Investigator Review of Guardian's Report .00
11/06/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
06/19/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/11/15 16k Notice to File 0032104 1.00
08/24/15 22n Guardian's Report 5.00
08/24/15 Receipt 460937 6.00
09/01/15 22ni Investigator Review of Guardian's Report .00
12/01/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/01/15 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial)
12/01/15 Receipt 466338 15.00
02/17/16 1ca Application for Attorney Fees 5.00
02/17/16 1cb Entry Approving Attorney Fees 1680.00 5.00
Susan Wasserman
02/17/16 fs Fee Schedule .00
02/17/16 Receipt 470459 10.00
02/19/16 50m Application to Terminate 10.00
Wards date of death is 02/2016
02/19/16 misc Cremation and Disposition .00
02/19/16 50n Entry Terminating and Dispensing with y 5.00
Final Account
WASSERMAN, SUSAN S. (fidy)
02/19/16 Receipt 470638 15.00
02/19/16 dp Docket Page .00
BALANCE DUE .00
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