Case Docket

Case Number: 548388  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BASBAGILL, MARY
AKA :


Date Code Description Reference Receipt Cost
07/05/11 01 Case Number (Daily Reporter) 10.00
07/05/11 02 Forms 10.00
07/05/11 03 Docketing & Index 15.00
07/05/11 04 Computerized Legal Research 3.00
07/05/11 05 Computer Fee 10.00
07/05/11 07 Legal Aid Trust Fund 26.00
07/05/11 08 Dispute Resolution Fund 10.00
07/05/11 gi Guardianship Investigator's Expense 75.00
07/05/11 vgcs Guardianship: Virtual Service Mail Sent 4.50
07/05/11 cb COST BILL .00
07/05/11 17.0 Application for Appointment of Guardian 20.00
07/05/11 ge Entry Setting Hearing 07/13/2011 .00
11 AM
07/05/11 15.0 Next of Kin .00
07/05/11 15.1 Waiver of Notice .00
Susan Wasserman
07/05/11 15.2 Guardian - Fiduciary's Acceptance .00
07/05/11 15.3 Affidavit of Additional Information .00
07/05/11 15.4 Guardian's Credibility Application .00
07/05/11 17ca Change of Address Information for .00
Guardianships
07/05/11 fw BCI&I Fingerprint Waiver .00
07/05/11 psoe Statement of Expert Evaluation .00
07/05/11 m Emergency Motion to Suspend Withdrawals .00
from Financial Institutions and Release
of Funds for the care of the Ward.
07/05/11 e Entry 5.00
07/05/11 401 Affidavit of Facts .00
07/05/11 eb Exhibit .00
07/05/11 cc Certified Copy 10.00
07/05/11 Receipt 376126 198.50
07/05/11 cos Certificate of Service .00
07/05/11 vgcs Guardianship: Virtual Service Mail Sent .00
APS 341386
07/12/11 evcr e-Virtual Service Returned 341386 .00
- ADULT PROTECTIVE SERVICES
- Appointment
07/07/2011
07/13/11 17.8 Investigator's Report K Dunham .00
07/13/11 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/13/11 16.5 Court Investigator Record of Service K Dunham .00
07/13/11 aos Affidavit of Service 5.90
07/13/11 cb COST BILL .00
07/13/11 igf Indigent Guardianship Fund 30.00
07/13/11 adl Additional Letters of Authority 9.00
07/13/11 17d Magistrate's Decision Meister .00
Susan Wasserman is appointed guardian of
the person & estate, bond is set at
$40000.00
07/13/11 17b Notice To Attorneys and Parties .00
07/13/11 17c Findings of Fact .00
07/13/11 17n Entry Approving Magistrate's Decision 5.00
07/13/11 cos Certificate of Service .00
07/13/11 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WASSERMAN, SUSAN S (fidy)
07/13/11 15.9 Oath of Guardian .00
07/13/11 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 40000.00 .00
Palmer/Mille
R Prater
07/13/11 bapm Bond Application for Palmer Miller .00
07/13/11 att Attachments .00
creditability & signature pages
07/13/11 Receipt 376579 54.90
07/13/11 dr Digital Record of Hearing FM .00
07/13/2011 22-E
Time: 10:57:24 a.m.-11:17:14 a.m.
07/14/11 15c Application to Release Funds .00
07/14/11 15d Entry Authorizing Release of Funds 10000.00 5.00
07/14/11 cc Certified Copy 1.00
07/14/11 15c Application to Release Funds .00
07/14/11 15d Entry Authorizing Release of Funds 10000.00 5.00
07/14/11 cc Certified Copy 1.00
07/14/11 Receipt 376693 12.00
08/03/11 15a Application for Authority to Expend 10.00
Funds
08/03/11 15b Entry Authorizing Expenditure of Funds 899.00 5.00
house insurance
08/03/11 1ae Entry Increasing Bond 298000.00 5.00
Palmer/Mille
08/03/11 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 338000.00 .00
Palmer/Mille
R Prater
08/03/11 bapm Bond Application for Palmer Miller .00
08/03/11 6.0 Inventory 261690.96 7.00
08/03/11 Receipt 377935 27.00
08/25/11 15a Application for Authority to Expend 10.00
Funds
08/25/11 15b Entry Authorizing Expenditure of Funds 875.00 5.00
daily visits, cleaning and receipts 250.00
6.41
08/25/11 att Attachments .00
08/25/11 cpi Confidential Personal Identifiers .00
08/25/11 15a Application for Authority to Expend 10.00
Funds
08/25/11 15b Entry Authorizing Expenditure of Funds 5.00
utilities, lawn care, catfood and litter 25.00/hr
daily care 80.00mo
400.00/mo
08/25/11 15a Application for Authority to Expend 10.00
Funds
08/25/11 15b Entry Authorizing Expenditure of Funds 5.00
terminex flea control 266.88
vet 542.20
08/25/11 att Attachments .00
08/25/11 1ca Application for Attorney Fees 5.00
08/25/11 1cb Entry Approving Attorney Fees 5.00
Susan Wasserman 8527.35
312.40
08/25/11 1cd Application for Fiduciary Fees 5.00
08/25/11 1ce Entry Approving Fiduciary Fees 5.00
Susan Wasserman same as
above
08/25/11 fs Fee Schedule 3.00
08/25/11 Receipt 379316 68.00
11/28/11 m Motion To Retain Counsel .00
11/28/11 e Entry 5.00
Steven D. Rowe, Esq.
11/28/11 att Attachments .00
11/28/11 Receipt 384595 5.00
01/03/12 15c Application to Release Funds .00
01/03/12 15d Entry Authorizing Release of Funds 5.00
US Bank 8381.30
01/03/12 cc Certified Copy 1.00
01/03/12 Receipt 386551 6.00
01/17/12 m Motion to Close Accounts .00
01/17/12 e Entry 5.00
01/17/12 cpi Confidential Personal Identifiers .00
01/17/12 cc Certified Copy 1.00
01/17/12 Receipt 387359 6.00
05/11/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/11/12 att Attachments .00
05/11/12 15bn Entry Authorizing Expenditure of Funds 270.62 5.00
(Non-Custodial) 360.00
kitchen floor replacement
05/11/12 Receipt 394426 15.00
05/25/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/25/12 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/25/12 att Attachments .00
05/25/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/25/12 15bn Entry Authorizing Expenditure of Funds 255.00 5.00
(Non-Custodial)
05/25/12 att Attachments .00
05/25/12 Receipt 395300 30.00
06/14/12 13k Notice to File Account 0032104 1.00
06/14/12 16k Notice to File 0032104 1.00
07/17/12 13n Application to Extend Time to File .00
Account
07/17/12 13o Entry Extending Time to File Account 09/18/2012 5.00
07/17/12 Receipt 398277 7.00
07/30/12 14.7 Application to Extend Time to File .00
Report
07/30/12 14.8 Entry Extending Time to File Report/ 10/12/2012 5.00
- Extending Hearing
07/30/12 Receipt 399045 5.00
10/31/12 13m Citation to File Account sent to fidy 5.00
11/02/12 vcos Certificate of Service for Virtual Mail .00
11/02/12 vcs Virtual Service Mail Sent 4.55
- SUSAN S WASSERMAN 420913
- Account
11/07/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/07/12 15bn Entry Authorizing Expenditure of Funds 154.90 5.00
(Non-Custodial) 1900.00
245.51
11/07/12 Receipt 404827 24.55
11/15/12 ci ANNUAL PHYSICAL CASE INVENTORY - 2012 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/21/12 vcr Virtual Service Returned .00
SSW 420913
11/26/12 16m Citation to File 0032104 guar 5.00
11/26/12 vcos Certificate of Service for Virtual Mail .00
11/26/12 vcs Virtual Service Mail Sent 4.55
- SUSAN S WASSERMAN 426038
- Annual Report/Expert Evaluation
12/17/12 22n Guardian's Report 5.00
12/17/12 soe Statement of Expert Evaluation .00
12/17/12 Receipt 406929 14.55
12/20/12 vcr Virtual Service Returned .00
SSW 426038
12/21/12 13a Fiduciary's Partial Account 01 22.00
12/21/12 13.1 Receipts and Disbursements .00
12/21/12 13.2 Assets Remaining in Fiduciary's Hands 119378.03 .00
12/21/12 ex Extra Pages 5.00
12/21/12 Receipt 407268 27.00
12/21/12 1ca Application for Attorney Fees 5.00
12/21/12 1cb Entry Approving Attorney Fees 1395.00 5.00
Steven D Rowe 306.75
12/21/12 1cc Consent to Attorney Fees .00
Susan Wasserman
12/21/12 fs Fee Schedule 4.00
12/21/12 Receipt 407269 14.00
12/21/12 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/21/12 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
see application
12/21/12 Receipt 407271 15.00
12/24/12 13e Entry Setting Hearing on Account .00
01/15/13 1cd Application for Fiduciary Fees 5.00
(extraordinary)
01/15/13 mem Memorandum in Support .00
01/15/13 1ce Entry Approving Fiduciary Fees 14345.47 5.00
01/15/13 fs Fee Schedule 8.00
01/15/13 Receipt 408346 18.00
01/29/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/29/13 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
see Application
01/29/13 att Attachments .00
01/29/13 Receipt 409076 15.00
02/05/13 13h Judgment Entry Approving Partial Account .00
02/15/13 22ni Investigator Review of Guardian's Report .00
05/21/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/21/13 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/21/13 Receipt 415702 15.00
06/27/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/27/13 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/27/13 att Attachments .00
06/27/13 Receipt 417860 15.00
07/17/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/17/13 15bn Entry Authorizing Expenditure of Funds 22529.00 5.00
(Non-Custodial)
taxes owed
07/17/13 c Copy .10
07/17/13 Receipt 418869 15.10
07/24/13 13a Fiduciary's Partial Account 02 22.00
07/24/13 13.1 Receipts and Disbursements .00
07/24/13 13.2 Assets Remaining in Fiduciary's Hands 199154.53 .00
07/24/13 ex Extra Pages 3.00
07/24/13 Receipt 419208 25.00
07/25/13 13e Entry Setting Hearing on Account .00
07/26/13 1cd Application for Fiduciary Fees 5.00
& Extraordinary Fees
07/26/13 1ce Entry Approving Fiduciary Fees 14887.25 5.00
& Extraordinary Fees
Susan Wasserman
07/26/13 mem Memorandum in Support .00
07/26/13 fs Fee Schedule 7.00
07/26/13 Receipt 419401 17.00
08/02/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/02/13 15bn Entry Authorizing Expenditure of Funds 1338.00 5.00
(Non-Custodial) 11080.37
08/02/13 Receipt 419881 15.00
09/04/13 13h Judgment Entry Approving Partial Account .00
09/30/13 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/30/13 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
09/30/13 att Attachments .00
09/30/13 Receipt 423130 15.00
11/14/13 m Motion .00
11/14/13 e Entry-Susan Wasserman is hereby 5.00
authorized to change the beneficiary
designation Metropolitan Life Ins
Policy
11/14/13 att Attachments .00
11/14/13 cc Certified Copy 1.00
11/14/13 Receipt 425692 6.00
11/19/13 16k Notice to File 0032104 1.00
01/03/14 6.b Report of Newly Discovered Assets 7.00
01/03/14 6.be Entry Approving Report of Newly 49705.11 5.00
Assets
01/03/14 1ae Entry Increasing Bond 100000.00 5.00
Palm Miller
01/03/14 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 438000.00 .00
Palm Miller
R Prater
01/03/14 bapm Bond Application for Palmer Miller .00
01/03/14 Receipt 428094 18.00
01/07/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/07/14 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/07/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/07/14 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/07/14 Receipt 428238 30.00
01/10/14 22n Guardian's Report 5.00
01/10/14 soe Statement of Expert Evaluation .00
01/10/14 Receipt 428434 5.00
01/15/14 22ni Investigator Review of Guardian's Report .00
03/14/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/14/14 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
03/14/14 att Attachments .00
03/14/14 Receipt 431902 15.00
06/03/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/03/14 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/03/14 att Attachments .00
06/03/14 Receipt 436417 15.00
06/25/14 13k Notice to File Account 0032104 1.00
07/28/14 13a Fiduciary's Partial Account 03 22.00
07/28/14 13.1 Receipts and Disbursements .00
07/28/14 13.2 Assets Remaining in Fiduciary's Hands 132983.29 .00
07/28/14 ex Extra Pages 4.00
07/28/14 Receipt 439334 27.00
07/29/14 13e Entry Setting Hearing on Account .00
07/29/14 1b Application to Reduce Bond 5.00
07/29/14 1be Entry to Reduce Bond 284000.00 5.00
Palmer/Mille
07/29/14 Receipt 439442 10.00
08/04/14 m Motion To Vacate Entry Reducing Bond .00
08/04/14 e Entry 5.00
08/04/14 Receipt 439750 5.00
08/05/14 13a Fiduciary's Partial Account Amended 03 22.00
08/05/14 13.1 Receipts and Disbursements .00
08/05/14 13.2 Assets Remaining in Fiduciary's Hands 178642.34 .00
08/05/14 ex Extra Pages 5.00
08/05/14 15c Application to Release Funds .00
08/05/14 15d Entry Authorizing Release of Funds 13713.59 5.00
08/05/14 cc Certified Copy 1.00
08/05/14 Receipt 439900 33.00
08/06/14 13e Entry Setting Hearing on Account .00
08/11/14 13p Motion to Amend Accounting .00
08/11/14 13q Entry Amending 3rd Accounting Balance 5.00
08/11/14 13a Fiduciary's 2nd Amended Partial Account 03 22.00
08/11/14 13.1 Receipts and Disbursements .00
08/11/14 13.2 Assets Remaining in Fiduciary's Hands 182688.40 .00
08/11/14 ex Extra Pages 4.00
08/11/14 22f Narrative Statement .00
08/11/14 1cd Application for Fiduciary Fees 12000.00 5.00
Susan Wasserman 243.50
08/11/14 fs Fee Schedule 8.00
08/11/14 Receipt 440179 44.00
08/12/14 13e Entry Setting Hearing on Account .00
08/21/14 1ce Entry Approving Fiduciary Fees 12000.00 5.00
243.50
08/21/14 cc Certified Copy 1.00
08/21/14 Receipt 440896 6.00
09/04/14 15c Application to Release Funds .00
09/04/14 15d Entry Authorizing Release of Funds 5.00
09/04/14 att Attachments .00
09/04/14 cc Certified Copy 1.00
09/04/14 Receipt 441533 6.00
09/12/14 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/12/14 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
09/12/14 att Attachments 2.00
09/12/14 Receipt 442024 17.00
09/22/14 13h Judgment Entry Approving Partial Account .00
11/18/14 ci ANNUAL PHYSICAL CASE INVENTORY - 2014 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
12/15/14 16k Notice to File 0032104 1.00
02/24/15 16m Citation to File 0032104 guar 5.00
02/24/15 vcos Certificate of Service for Virtual Mail .00
02/24/15 vcs Virtual Service Mail Sent 5.20
- SUSAN S WASSERMAN 585087
- Annual Report and Expert Eval
03/06/15 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
03/06/15 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
03/06/15 22n Guardian's Report 5.00
03/06/15 soe Statement of Expert Evaluation .00
03/06/15 Receipt 451249 21.20
03/13/15 22ni Investigator Review of Guardian's Report .00
07/14/15 13k Notice to File Account 0032104 1.00
08/18/15 13m Citation to File Account 0032104 fidy 5.00
08/18/15 vcos Certificate of Service for Virtual Mail .00
08/18/15 vcs Virtual Service Mail Sent 5.35
Susan S Wasserman 010831
08/18/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
08/26/15 md MOTION DOCKET: .00
08/26/15 1cd Application for Fiduciary Fees 7243.54 5.00
Susan Wasserman
08/26/15 13a Fiduciary's Partial Account 04 22.00
08/26/15 13.1 Receipts and Disbursements .00
08/26/15 13.2 Assets Remaining in Fiduciary's Hands 118833.35 .00
08/26/15 ex Extra Pages 8.00
08/26/15 Receipt 461067 46.35
08/27/15 13e Entry Setting Hearing on Account .00
09/21/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/21/15 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
09/21/15 att Attachments .00
09/21/15 Receipt 462483 10.00
09/22/15 misc Tax Return Information .00
09/22/15 mo Magistrate's Order Granting Application Duffy .00
For Fees In Part
The application for estate fees filed by
Susan Wasserman be APPROVED IN PART,
09/22/15 ex in that Susan Wasserman, Esq is .00
authorized to pay herself $5983.52 in
estate guardian fees from the assets of
the above-captioned matter. The
09/22/15 ex remainder of the application is .00
denied.
09/22/15 cos Certificate of Service .00
10/07/15 13h Judgment Entry Approving Partial Account .00
11/19/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/19/15 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial)
11/19/15 Receipt 465794 15.00
12/07/15 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/07/15 15b Entry Authorizing Expenditure of Funds 235.22 .00
(Custodial)
12/07/15 att Attachments .00
12/07/15 Receipt 466637 10.00
02/09/16 16k Notice to File 0032104 1.00
02/10/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/10/16 15bn Entry Authorizing Expenditure of Funds 1624.25 5.00
(Non-Custodial)
02/10/16 att Attachments .00
02/10/16 Receipt 470095 16.00
02/19/16 22n Guardian's Report 5.00
02/19/16 Receipt 470639 5.00
03/03/16 22ni Investigator Review of Guardian's Report .00
04/26/16 1b Application to Reduce Bond 5.00
04/26/16 1be Entry to Reduce Bond 162000.00 5.00
Palm Miller
04/26/16 Receipt 474554 10.00
04/26/16 3.a Application to Appoint Appraiser .00
04/26/16 3.ae Entry Appointing Appraiser 66 5.00
05/12/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
05/27/16 adl Additional Letters of Authority 2.00
06/15/16 13a Fiduciary's Partial Account 05 22.00
06/15/16 13.1 Receipts and Disbursements .00
06/15/16 13.2 Assets Remaining in Fiduciary's Hands 34004.57 .00
06/15/16 ex Extra Pages 2.00
06/15/16 6.b Report of Newly Discovered Assets 7.00
06/15/16 6.be Entry Approving Report of Newly 20016.10 5.00
Assets
06/15/16 att Attachments .00
06/15/16 1b Application to Reduce Bond 5.00
06/15/16 1be Entry to Reduce Bond 68010.00 5.00
Palm Miller
06/15/16 Receipt 477431 53.00
06/16/16 13e Entry Setting Hearing on Account .00
06/17/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/17/16 15bn Entry Authorizing Expenditure of Funds 2939.63 5.00
(Non-Custodial)
06/17/16 eb Exhibit .00
06/17/16 Receipt 477609 15.00
07/11/16 1cd Application for Fiduciary Fees 5.00
07/11/16 1ce Entry Approving Fiduciary Fees 5065.31 5.00
Susan Wasserman
07/11/16 fs Fee Schedule .00
07/11/16 Receipt 478871 10.00
07/27/16 13h Judgment Entry Approving Partial Account .00
11/14/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/14/16 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
11/14/16 Receipt 485891 15.00
11/15/16 m Motion To Settle Claim .00
11/15/16 e Entry 5.00
11/15/16 att Attachments .00
11/15/16 cc Certified Copy 1.00
11/15/16 Receipt 486066 6.00
12/09/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/09/16 15bn Entry Authorizing Expenditure of Funds 600.00 5.00
(Non-Custodial)
12/09/16 Receipt 487431 15.00
12/27/16 50m Application to Terminate 10.00
12/27/16 dc Death Certificate .00
12/27/16 50p Entry Terminating and Ordering Final 01/31/2017 5.00
Account
12/27/16 Receipt 488256 15.00
01/05/17 13k Notice to File Account 0032104 1.00
01/09/17 13.0 Fiduciary's Final Account 06 22.00
01/09/17 13.1 Receipts and Disbursements 0.00 2.00
01/09/17 Receipt 488850 25.00
01/10/17 13e Entry Setting Hearing on Account .00
01/11/17 13.0 Fiduciary's Final Account 06 22.00
01/11/17 13.1 Receipts and Disbursements .00
01/11/17 Receipt 489016 22.00
01/12/17 13e Entry Setting Hearing on Account .00
02/22/17 1cd Application for Guardian Fees 10.00
Sussan Wasserman 3352.38
02/22/17 fs Fee Schedule .00
02/22/17 morf Magistrate's Order Regarding Fees .00
02/22/17 Receipt 491403 10.00
02/23/17 13i Judgment Entry Approving Final Account .00
02/23/17 dp Docket Page .00
06/05/17 op Stat Only .00
06/05/17 dis Disclaimer .00
Julia Basbagill
06/05/17 dis Disclaimer .00
Joseph Basbagill
06/05/17 99 Case Closed .00
06/05/17 dp Docket Page .00
BALANCE DUE .00
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