Case Docket

Case Number: 571272  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE/L  PERSON AND ESTATE/LIMITED
Name : MARBREY, MADISON A.
AKA :


Date Code Description Reference Receipt Cost
03/06/15 01 Case Number (Daily Reporter) 10.00
03/06/15 02 Forms 10.00
03/06/15 03 Docketing & Index 15.00
03/06/15 04 Computerized Legal Research 3.00
03/06/15 05 Computer Fee 10.00
03/06/15 07 Legal Aid Trust Fund 26.00
03/06/15 08 Dispute Resolution Fund 15.00
03/06/15 gi Guardianship Investigator's Expense 75.00
03/06/15 16 Special Projects Fund 15.00
03/06/15 cb COST BILL .00
03/06/15 17.0 Application for Appointment of Guardian 20.00
03/06/15 ge Entry Setting Hearing 04/20/2015 .00
3:00 pm
03/06/15 15.0 Next of Kin .00
03/06/15 15.2 Guardian - Fiduciary's Acceptance .00
03/06/15 16.1 Affidavit of Custody .00
03/06/15 15.3 Affidavit of Additional Information .00
03/06/15 17ca Change of Address Information for .00
Guardianships
03/06/15 15.4 Guardian's Credibility Application .00
03/06/15 psoe Statement of Expert Evaluation .00
03/06/15 Receipt 451265 199.00
03/06/15 2y Notice of Hearing .00
03/06/15 vgcs Guardianship: Virtual Service Mail Sent 5.20
Chris Marbrey 000586824
03/06/15 cos Certificate of Service .00
03/17/15 vcr Virtual Service Returned .00
CM 586824
03/17/15 dl Copy of Driver's License of: .00
Patsy E. Jones
03/18/15 fn Fingerprint Return No Hit .00
- Patsy E Jones
04/14/15 17.8 Investigator's Report .00
04/14/15 cos Certificate of Service Erik von 6.00
Frese
04/14/15 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/20/15 cb COST BILL .00
04/20/15 igf Indigent Guardianship Fund 30.00
04/20/15 adl Additional Letters of Authority 4.00
04/20/15 17d Magistrate's Decision Morris .00
Patsy E. Jones is appointed guardian of
the person, bond waived
04/20/15 17b Notice To Attorneys and Parties .00
04/20/15 17c Findings of Fact .00
04/20/15 17n Entry Approving Magistrate's Decision 5.00
04/20/15 cos Certificate of Service .00
04/20/15 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
JONES, PATSY E. (fidy)
04/20/15 15.9 Oath of Guardian .00
04/20/15 Receipt 453866 55.20
10/01/15 ci ANNUAL PHYSICAL CASE INVENTORY - 2015 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/04/15 appi Application Requesting Indigency Status .00
11/04/15 ei Entry Declaring Indigent Status .00
11/04/15 cb COST BILL .00
11/04/15 17.0 Application for Appointment of Guardian .00
adding estate
11/04/15 ge Entry Setting Hearing 12/07/2015 .00
10:00 am
11/04/15 15.0 Next of Kin .00
11/04/15 15.1 Waiver of Notice .00
Patsy E. Jones
11/04/15 15.2 Guardian - Fiduciary's Acceptance .00
11/04/15 16.1 Affidavit of Custody .00
11/04/15 15.4 Guardian's Credibility Application .00
11/04/15 17ca Change of Address Information for .00
Guardianships
11/04/15 2y Notice of Hearing .00
11/04/15 vgcs Guardianship: Virtual Service Mail Sent .00
Chris Marbrey 042818
11/04/15 cos Certificate of Service .00
11/18/15 vcr Virtual Service Returned .00
CM 042818
11/24/15 17.8 Investigator's Report .00
11/24/15 cos Certificate of Service Erik von .00
Frese
11/24/15 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/07/15 cb COST BILL .00
12/07/15 17d Magistrate's Decision-the Application koorn .00
For Appointment of Guardian of
Incompetent field by Patsy Jones on
11/04/2015 be approved. Patsy Jones be
12/07/15 ex appointed guardian of the estate. All .00
accounts shall be 100% custodial.
12/07/15 17b Notice To Attorneys and Parties .00
12/07/15 17c Findings of Fact .00
12/07/15 17n Entry Adopting Magistrate's Decision .00
12/07/15 cos Certificate of Service .00
12/07/15 15.5 Entry Appointing Guardian, Letter of .00
Authority
JONES, PATSY E. (fidy)
12/07/15 15.9 Oath of Guardian .00
12/08/15 dr Digital Record of Hearing ABK .00
12/07/2015/ hearing room 22E
Time: 9:54:16-10:04:20
02/02/16 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
02/02/16 16b Entry Ordering Deposit of Assets JP MORG/CHAS .00
In Lieu of Bond 1653.75
+ 147.00/month 001
02/08/16 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
02/08/16 16ba Amended Entry Ordering Deposit of JP MORG/CHAS .00
Assets in Lieu of Bond 1653.74
147.00 Per Mth 001
03/07/16 15a Application for Authority to Expend 1745.81 .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/07/16 att Attachments .00
03/16/16 15bd Entry Denying Expenditure of Funds .00
(Custodial)
03/21/16 15a Application for Authority to Expend 1674.00 .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/21/16 att Attachments .00
03/21/16 hrw Household Resource Worksheet .00
03/22/16 16ek eNotice to File 0029824 .00
03/31/16 15b Entry Authorizing Expenditure of Funds 1442.41 .00
(Custodial)
04/04/16 16c Verification of Receipt or Deposit JP MORG/CHAS .00
1653.75
001 Y
(fidy)
04/06/16 15b Entry Authorizing Expenditure of Funds 1168.53 .00
(Custodial)
Per filing on 03/31/2016
04/08/16 r Receipt .00
05/27/16 22n Guardian's Report .00
JONES, PATSY E. (fidy)
05/27/16 soe Statement of Expert Evaluation .00
JONES, PATSY E. (fidy)
05/27/16 50n stat Y .00
JONES, PATSY E. (fidy)
06/16/16 22ni Investigator Review of Guardian's Report .00
06/20/16 15a Application for Authority to Expend 531.52 .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/20/16 att Attachments .00
06/21/16 15b Entry Authorizing Expenditure of Funds 531.52 .00
(Custodial)
07/07/16 r Receipt .00
08/19/16 15a Application for Authority to Expend 47.99 .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/19/16 att Attachments .00
08/19/16 hrw Household Resource Worksheet .00
08/23/16 15b Entry Authorizing Expenditure of Funds 47.99 .00
(Custodial)
09/15/16 ci ANNUAL PHYSICAL CASE INVENTORY - 2016 .00
- as required by:
Ohio Rules of Superintendence
Rule 38
11/29/16 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/29/16 att Attachments .00
11/29/16 hrw Household Resource Worksheet .00
12/22/16 15b Entry Authorizing Expenditure of Funds 837.98 .00
(Custodial)
05/02/17 16k Notice to File Sent To fidy .00
06/13/17 asoe Application to Extend Time to File .00
Expert Evaluation
06/13/17 esoe Entry Extending Time to File Expert 07/13/2017 .00
Evaluation
JONES, PATSY E. (fidy)
06/13/17 22n Guardian's Report .00
JONES, PATSY E. (fidy)
06/13/17 rgg Receipt of guardianship guide .00
06/28/17 22ni Investigator Review of Guardian's Report .00
07/11/17 misc Miscellaneous Filing .00
07/11/17 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/13/17 15b Entry Authorizing Expenditure of Funds 483.00 .00
(Custodial)
07/17/17 23m Citation to File Expert Evaluation sent to guar 5.00
07/17/17 vcos Certificate of Service for Virtual Mail .00
07/17/17 vcs Virtual Service Mail Sent 5.35
Patsy E Jones 146592
07/27/17 r Receipts .00
07/31/17 soe Statement of Expert Evaluation .00
JONES, PATSY E. (fidy)
07/31/17 Receipt 500509 10.35
08/03/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/29/17 13r Custodial Year End Report 2016 JP MORG/CHAS .00
258.92
10/10/17 15a Application for Authority to Expend 560.00 .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/11/17 15b Entry Authorizing Expenditure of Funds 560.00 .00
(Custodial)
11/13/17 r Receipt .00
12/18/17 15a Application for Authority to Expend 773.00 .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/18/17 l LETTER: from Madison Marbrey .00
12/21/17 15b Entry Authorizing Expenditure of Funds 773.00 .00
(Custodial)
12/21/17 cos Certificate of Service .00
01/24/18 r Receipts .00
03/01/18 13r Custodial Year End Report 2017 JP MORG/CHAS .00
202.02
05/07/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/15/18 16k Notice to File Sent To fidy .00
06/04/18 22n Guardian's Report .00
JONES, PATSY E. (fidy)
06/13/18 22ni Investigator Review of Guardian's Report .00
07/03/18 23k Notice to File Expert Evaluation Sent To fidy .00
07/10/18 nc Notice of Change of Address of: .00
Madison A. Marbrey and Patsey E. Jones
07/10/18 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/10/18 15b Entry Authorizing Expenditure of Funds 600.00 .00
(Custodial)
07/10/18 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
07/10/18 17.1e Entry Dispensing with the Filing of .00
Subsequent Statements of Expert
Evaluation
JONES, PATSY E. (fidy)
08/21/18 r Receipts .00
11/19/18 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/19/18 15b Entry Authorizing Expenditure of Funds 605.00 .00
(Custodial) MCD
01/11/19 r Receipts from expenditure of 11/19/18 .00
02/05/19 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/05/19 15b Entry Authorizing Expenditure of Funds 693.99 .00
(Custodial) BFS
03/07/19 r Receipt .00
05/07/19 16k Notice to File Sent To fidy .00
06/04/19 22n Guardian's Report .00
JONES, PATSY E. (fidy)
06/04/19 22ni Investigator Review of Guardian's Report .00
06/10/19 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/10/19 15b Entry Authorizing Expenditure of Funds 400.00 .00
(Custodial)
07/19/19 13r Custodial Year End Report 2018 JP MORG/CHAS .00
756.11
08/27/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/11/19 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/11/19 15b Entry Authorizing Expenditure of Funds 600.00 .00
(Custodial) Morris
03/22/20 13r Custodial Year End Report 2019 JP MORG/CHAS .00
826.21
05/04/20 16k Notice to File Sent To fidy .00
05/26/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/08/20 22n Guardian's Report .00
JONES, PATSY E. (fidy)
06/08/20 misc Miscellaneous Filing .00
Kenneth J Smith
06/08/20 22ni Investigator Review of Guardian's Report .00
07/16/20 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/16/20 15b Entry Authorizing Expenditure of Funds 600.00 .00
(Custodial)
12/16/20 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/16/20 15b Entry Authorizing Expenditure of Funds 600.00 .00
(Custodial)
04/15/21 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/15/21 15b Entry Authorizing Expenditure of Funds 600.00 .00
(Custodial)
05/11/21 16k Notice to File Sent To fidy .00
05/12/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/27/21 22n Guardian's Report .00
JONES, PATSY E. (fidy)
07/27/21 22ni Investigator Review of Guardian's Report .00
08/03/21 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/03/21 15b Entry Authorizing Expenditure of Funds 800.00 .00
(Custodial)
11/23/21 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/07/21 15bd Entry Denying Expenditure of Funds HJW .00
(Custodial)
12/14/21 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/14/21 att Attachments .00
12/17/21 13r Custodial Year End Report 2020 JP MORG/CHAS .00
1390.34
01/04/22 15bd Entry Denying Expenditure of Funds HJW .00
(Custodial)
01/07/22 m Motion for Status Conference .00
01/07/22 1e Entry Setting Remote Hearing 01/19/2022 .00
2:30 PM
JONES, PATSY E. (fidy)
01/07/22 eb Exhibit A .00
01/07/22 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/07/22 att Attachments .00
01/07/22 15b Entry Authorizing Expenditure of Funds 470.00 .00
(Custodial) 40.00
260.00
370.00
02/01/22 13r Custodial Year End Report 2021 JP MORG/CHAS .00
1754.47
06/22/22 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/28/22 16k Notice to File Sent To fidy .00
07/13/22 22n Guardian's Report .00
JONES, PATSY E. (fidy)
07/13/22 22ni Investigator Review of Guardian's Report .00
07/19/22 15b Entry Authorizing Expenditure of Funds 1123.74 .00
(Custodial)
09/07/22 ge Entry Setting Hearing 10/12/2022 .00
3:00 p.m.
09/07/22 eb Exhibit A .00
Zoom invite
09/07/22 cos Certificate of Service .00
09/09/22 15b Entry Authorizing Expenditure of Funds 1123.74 .00
(Custodial)
09/13/22 17.8g Court Investigator's Comments Leslie .00
Williams
10/12/22 dr Digital Record of Hearing MCD .00
10/12/22 22A 3:05:25 - 3:18:10 pm
12/02/22 aesa Application for Authority to Establish .00
Stable Account with Assets/Income of the
Ward
12/02/22 eesa Entry Approving Authority to Establish TAS .00
Stable Account with Assets/Income of the
Ward
12/06/22 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/14/22 15b Entry Authorizing Expenditure of Funds 600.00 .00
(Custodial)
12/14/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/01/23 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/07/23 15bd Entry Denying Expenditure of Funds MKB .00
(Custodial)
-Please explain how the $200.00 will be
spent & provide documentation
06/14/23 16k Notice to File Sent To fidy .00
06/20/23 13r Custodial Year End Report 2022 JP MORG/CHAS .00
844.11
06/22/23 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/23/23 22n Guardian's Report .00
JONES, PATSY E. (fidy)
06/29/23 att Attachments to Custodial App on 06/01/23 .00
06/29/23 15b Entry Authorizing Expenditure of Funds 788.25 .00
(Custodial) 78.15
30.75
302.85
07/24/23 22ni Investigator Review of Guardian's Report .00
12/12/23 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/12/23 att Attachments .00
12/15/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/22/23 15b Entry Authorizing Expenditure of Funds 1759.92 .00
(Custodial)
01/16/24 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/16/24 att Attachments .00
02/14/24 15b Entry Authorizing Expenditure of Funds 1759.92 .00
(Custodial)
03/19/24 13r Custodial Year End Report 2023 JP MORG/CHAS .00
1917.20
05/24/24 16k Notice to File Sent To fidy .00
06/28/24 22n Guardian's Report .00
JONES, PATSY E. (fidy)
07/10/24 22ni Investigator Review of Guardian's Report .00
08/13/24 15a Application for Authority to Expend .00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/13/24 att Attachments .00
08/21/24 15b Entry Authorizing Expenditure of Funds 995.34 .00
(Custodial)
08/21/24 cos Certificate of Service .00
BALANCE DUE .00
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