Case Docket

Case Number: 578472  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SOWARDS, SHIRLEY A.
AKA :


Date Code Description Reference Receipt Cost
05/03/16 01 Case Number (Daily Reporter) 10.00
05/03/16 02 Forms 10.00
05/03/16 03 Docketing & Index 15.00
05/03/16 04 Computerized Legal Research 3.00
05/03/16 05 Computer Fee 10.00
05/03/16 07 Legal Aid Trust Fund 26.00
05/03/16 08 Dispute Resolution Fund 15.00
05/03/16 gi Guardianship Investigator's Expense 75.00
05/03/16 16 Special Projects Fund 15.00
05/03/16 cb COST BILL .00
05/03/16 17.0 Application for Appointment of Guardian 20.00
05/03/16 ge Entry Setting Hearing 06/09/2016 .00
2pm
05/03/16 15.0 Next of Kin .00
05/03/16 15.1 Waiver of Notice .00
Susan Wasserman
05/03/16 15.2 Guardian - Fiduciary's Acceptance .00
05/03/16 16.1 Affidavit of Custody .00
05/03/16 15.3 Affidavit of Additional Information .00
05/03/16 15.4 Guardian's Credibility Application .00
05/03/16 17ca Change of Address Information for .00
Guardianships
05/03/16 psoe Statement of Expert Evaluation .00
05/03/16 Receipt 474970 199.00
05/03/16 2y Notice of Hearing .00
05/03/16 vgcs Guardianship: Virtual Service Mail Sent 5.35
Reach Meenach 047585
05/03/16 cos Certificate of Service .00
05/16/16 vcmw Virtual Service Returned/NO SERVICE .00
Reach Meenach
05/16/16 cos Certificate of Service .00
05/26/16 17.8 Investigator's Report L Williams .00
05/26/16 cos Certificate of Service 11.40
05/26/16 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/01/16 15.0 Next of Kin AMENDED .00
06/01/16 ma30 Motion to Appoint Special Process Server .00
06/01/16 a30 Entry Appointing Special Process Server 5.00
06/01/16 Receipt 476584 21.75
06/06/16 ros Return of Service .00
06/07/16 eac Entry Appointing Counsel 0083136 5.00
06/08/16 1da Application for Continuance of Hearing .00
06/08/16 1de Entry Continuing Hearing 06/23/2016 5.00
11:00 am
06/08/16 Receipt 477032 10.00
06/23/16 igf Indigent Guardianship Fund 30.00
06/23/16 adl Additional Letters of Authority 2.00
06/23/16 cb COST BILL .00
06/23/16 17d Magistrate's Decision Koorn .00
Susan Wasserman be appointed guardian of
the person and estate.
06/23/16 17n Entry Adopting Magistrate's Decision 5.00
06/23/16 cos Certificate of Service .00
06/23/16 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WASSERMAN, SUSAN S. (fidy)
06/23/16 15.9 Oath of Guardian .00
06/23/16 4.2 Fiduciary's Bond/Westfield Ins Co 40000.00 .00
Palm Miller
R Prater
06/23/16 bapm Bond Application for Palmer Miller .00
06/23/16 att Credibility .00
06/23/16 cos Certificate of Service .00
Rhen Meenach
06/23/16 att Attachments .00
06/23/16 Receipt 477936 42.00
06/27/16 6.0 Inventory 179502.15 7.00
06/27/16 1ae Entry Increasing Bond 358965.00 5.00
Palmer/Mille
06/27/16 4.2 Fiduciary's Bond/Westfield Ins Co 398965.00 .00
Palmer/Mille
R Prater
06/27/16 bapm Bond Application for Palmer Miller .00
06/27/16 Receipt 478122 12.00
06/30/16 cr Certified Mail Returned-appt of guardian .00
complete-Rhea Meenach
06/30/16 15c Application to Release Funds .00
06/30/16 15d Entry Authorizing Release of Funds 4064.00 5.00
06/30/16 cc Certified Copy 1.00
06/30/16 Receipt 478320 6.00
06/30/16 1b Application to Reduce Bond 5.00
06/30/16 1be Entry to Reduce Bond 70000.00 5.00
Palmer/Mille
06/30/16 6a Amended Inventory 178100.84 7.00
06/30/16 Receipt 478380 17.00
07/01/16 dr Digital Record of Hearing ABK .00
6/23/2016/ Hearing Room 22E
Time:11:03:18-11:17:04
07/01/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/01/16 eb Exhibit A .00
07/01/16 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/01/16 Receipt 478455 15.00
07/27/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/27/16 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/27/16 att Attachments .00
07/27/16 1ca Application for Attorney Fees 5.00
07/27/16 1cb Entry Approving Attorney Fees 300.00 5.00
Susan Wasserman
07/27/16 1cc Consent to Attorney Fees .00
Sucsan Wasserman
07/27/16 fs Fee Schedule .00
07/27/16 Receipt 479848 25.00
08/15/16 1ca Application for Attorney Fees 5.00
Susan Wasserman
08/15/16 1cb Entry Approving Attorney Fees 2937.50 5.00
08/15/16 fs Fee Schedule .00
08/15/16 Receipt 480840 10.00
08/29/16 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/29/16 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial)
08/29/16 Receipt 481735 15.00
12/09/16 15c Application to Release Funds .00
12/09/16 15d Entry Authorizing Release of Funds 26892.81 5.00
12/09/16 cc Certified Copy 1.00
12/09/16 1ae Entry Increasing Bond 53790.00 5.00
Palm Miller
12/09/16 4.2 Fiduciary's Bond/Westfield Ins Co 123790.00 .00
Palm Miller
R Prater
12/09/16 bapm Bond Application for Palmer Miller .00
12/09/16 Receipt 487432 11.00
04/11/17 3.a Application to Appoint Appraiser .00
04/11/17 3.ae Entry Appointing Appraiser 58 5.00
04/11/17 att Attachments (1) page .00
04/12/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/12/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
See Application
04/12/17 att Attachments 22.00
04/12/17 Receipt 494336 42.00
04/12/17 Void Receipt 494336 42.00
04/12/17 Receipt 494337 42.00
04/19/17 nc Notice of Change of Address of: .00
Ward
04/19/17 13a Fiduciary's Partial Account 1 22.00
04/19/17 13.1 Receipts and Disbursements .00
04/19/17 13.2 Assets Remaining in Fiduciary's Hands 162319.77 .00
04/19/17 ex Extra Pages 13.00
04/19/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/19/17 15bn Entry Authorizing Expenditure of Funds 601.50 5.00
(Non-Custodial)
04/19/17 att Attachments .00
04/19/17 1cd Application for Fiduciary Fees 10.00
04/19/17 morf Magistrate's Order Regarding Fees 4642.55 .00
Meister
04/19/17 Receipt 494807 60.00
04/20/17 13e Entry Setting Hearing on Account .00
05/03/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/03/17 15bn Entry Authorizing Expenditure of Funds 450.00 5.00
(Non-Custodial)
05/03/17 att Attachments .00
05/03/17 Receipt 495629 15.00
05/09/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/09/17 15bn Entry Authorizing Expenditure of Funds 7482.08 5.00
(Non-Custodial)
05/09/17 att Attachments .00
05/09/17 Receipt 495995 15.00
05/22/17 1ae Entry Increasing Bond 123430.00 5.00
PAL-MILLER
05/22/17 4.2 Fiduciary's Bond 360000.00 .00
PAL-MILLER
05/22/17 bapm Bond Application for Palmer Miller .00
05/22/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/22/17 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
05/22/17 Receipt 496686 20.00
05/24/17 16k Notice to File 0032104 1.00
05/26/17 sn ***************SEE NOTES*************** .00
05/31/17 13h Judgment Entry Approving Partial Account .00
06/06/17 m Motion To Vacate Entry To Increse Bond .00
Filed 05/22/2017
06/06/17 e Entry 5.00
06/06/17 1ae Entry Increasing Bond 332010.00 5.00
Palmer/Mille
06/06/17 4.2 Fiduciary's Bond/Westfield Ins Co 455800.00 .00
Palmer/Mille
R Prater
06/06/17 bapm Bond Application for Palmer Miller .00
06/06/17 Receipt 497544 11.00
06/15/17 misc Return of Fiduciary and appraiser .00
07/07/17 14.7 Application to Extend Time to File .00
Report
07/07/17 14.8 Entry Extending Time to File Report/ 08/31/2017 5.00
- Extending Hearing
07/07/17 Receipt 499247 5.00
07/24/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/24/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/24/17 Receipt 500129 15.00
07/26/17 6.b Report of Newly Discovered Assets 7.00
07/26/17 6.be Entry Approving Report of Newly 1962.16 5.00
Assets
07/26/17 att Attachments .00
07/26/17 Receipt 500225 12.00
08/03/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/24/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/24/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/24/17 att Attachments .00
08/24/17 22n Guardian's Report 5.00
08/24/17 soe Statement of Expert Evaluation .00
08/24/17 Receipt 501904 20.00
08/30/17 22ni Investigator Review of Guardian's Report .00
09/07/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/07/17 15bn Entry Authorizing Expenditure of Funds 100.00 5.00
(Non-Custodial)
09/07/17 Receipt 502578 15.00
10/13/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/13/17 15bn Entry Authorizing Expenditure of Funds 345.00 5.00
(Non-Custodial)
10/13/17 c Copy .10
10/13/17 Receipt 504586 15.10
01/12/18 1b Application to Reduce Bond 5.00
01/12/18 Receipt 509057 5.00
01/12/18 1be Entry to Reduce Bond 40000.00 5.00
Westfield
01/16/18 13a Fiduciary's Partial Account 02 22.00
01/16/18 13.1 Receipts and Disbursements .00
01/16/18 13.2 Assets Remaining in Fiduciary's Hands 3798.60 .00
01/16/18 ex Extra Pages 9.00
01/16/18 Receipt 509128 31.00
01/17/18 13e Entry Setting Hearing on Account .00
01/23/18 1cd Application for Fiduciary Fees 10.00
01/23/18 morf Magistrate's Order Regarding Fees 2414.10 .00
Susan Wasserman
01/23/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/23/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/23/18 Receipt 509512 30.00
02/27/18 13h Judgment Entry Approving Partial Account .00
04/10/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/25/18 16k Notice to File 0032104 1.00
09/21/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/21/18 15bn Entry Authorizing Expenditure of Funds 380.00 5.00
(Non-Custodial)
09/21/18 att Attachments .00
09/21/18 Receipt 523348 16.00
09/28/18 16m Citation to File 0032104 guar 5.00
09/28/18 vcos Certificate of Service for Virtual Mail .00
09/28/18 vcs Virtual Service Mail Sent 5.45
Susan S Wasserman 226331
10/12/18 vcr Virtual Service Returned .00
SSW 226331
11/26/18 22n Guardian's Report 5.00
11/26/18 soe Statement of Expert Evaluation .00
11/26/18 Receipt 526609 15.45
12/05/18 22ni Investigator Review of Guardian's Report .00
12/18/18 13k Notice to File Account 0032104 1.00
01/22/19 13m Citation to File Account 0032104 fidy 5.00
01/22/19 vcos Certificate of Service for Virtual Mail .00
01/22/19 vcs Virtual Service Mail Sent 5.45
Susan S Wasserman 245554
02/04/19 vcr Virtual Service Returned .00
SSW 245554
02/20/19 13a Fiduciary's Partial Account 03 22.00
02/20/19 13.1 Receipts and Disbursements .00
02/20/19 13.2 Assets Remaining in Fiduciary's Hands 622.77 .00
02/20/19 ex Extra Pages 5.00
02/20/19 1cd Application for Guardian Fees 2339.94 10.00
Wasserman, Susan
02/20/19 fs Fee Schedule .00
02/20/19 Receipt 531050 48.45
02/21/19 13e Entry Setting Hearing on Account .00
03/01/19 morf Magistrate's Order Regarding Fees 2272.06 .00
BFS
03/01/19 cos Certificate of Service .00
08/26/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/25/19 gcf Guardianship complaint filed 001 .00
Gish, Megan L.
10/25/19 gcn Guardian notified of complaint 10/25/2019 .00
001
10/25/19 l LETTER: to Adult Protective Services .00
from Melissa Kaufman, LSW
10/25/19 st Status Letter 5.00
10/25/19 Receipt 545218 5.00
10/29/19 16ek eNotice to File 0032104 .00
12/09/19 22n Guardian's Report 5.00
12/09/19 soe Statement of Expert Evaluation .00
12/09/19 Receipt 547478 5.00
12/27/19 mo Magistrate's Order on Complaint MD 5.00
disposition
12/27/19 gcdv Notification of disposition of 12/27/2019 .00
guardianship complaint 001
12/27/19 att Attachments .00
12/27/19 l LETTER: Susan Wasserman .00
From: Melissa Kaufman
12/27/19 l LETTER: Megan L Gish .00
From: Melissa Kaufman
12/27/19 cos Certificate of Service .00
01/22/20 13ek eNotice to File Account 0032104 .00
02/18/20 m Motion To Resolve Complaint Without .00
Hearing
02/18/20 cos Certificate of Service .00
02/18/20 m Motion For Restrictive Placement For .00
Ward & Authority To Dispose Of Personal
Property
02/18/20 cos Certificate of Service .00
02/18/20 eb Exhibits A thru I 23.00
02/18/20 1e Entry Setting Hearing 02/28/2020 5.00
9:30 am
02/18/20 Receipt 551354 33.00
02/24/20 1.4 Subpoena (Attorney to Serve) .00 .00
Court Bailiff to serve Barbara Barrett Rec # 552055
02/24/20 cos Certificate of Service .00
02/25/20 ros Return of Service .00
David Overfield served Barbara Barrett
on 02/25/2020 by personal service
02/26/20 13m Citation to File Account 0032104 fidy 5.00
02/26/20 vcos Certificate of Service for Virtual Mail .00
02/26/20 vcs Virtual Service Mail Sent 5.60
Susan S Wasserman 319859
02/28/20 13a Fiduciary's Partial Account 04 22.00
02/28/20 13.1 Receipts and Disbursements .00
02/28/20 13.2 Assets Remaining in Fiduciary's Hands 1484.37 .00
02/28/20 ex Extra Pages 2.00
02/28/20 Receipt 552055 34.60
03/02/20 13e Entry Setting Hearing on Account .00
03/02/20 dr Digital Record of Hearing MCD .00
2/28/20 / 22B
Time: 9:40:27-10:53:07
03/05/20 mo Magistrate's Order Duffy 5.00
Ms. Wasserman is hereby ORDERED to
appear before the court @ 9:00 AM on
03/25/2020 to provide testimony.
03/05/20 cos Certificate of Service .00
03/05/20 att Attachments .00
03/10/20 vcr Virtual Service Returned .00
SSW 319859
03/31/20 l LETTER: cover .00
03/31/20 1.4 Subpoena (Attorney to Serve) 12.00 .00
Susan Wasserman will serve Senior Rec # 553764
Options
04/01/20 dr Digital Record of Hearing MCD .00
04/01/2020 / Room 22 B
Time:1:24:28-1:52:14
04/03/20 ros Return of Service for Subpoena Served by .00
Attorney: Susan Wasserman
served: Senior Options
04/03/20 att Attachments .00
04/03/20 mo Magistrate's Order Duffy 5.00
see decision
04/03/20 cos Certificate of Service .00
04/06/20 17.8g Court Investigator's Comments Kaufman .00
04/06/20 att Attachments .00
04/07/20 misc Withdrawal of Subpoenas issued on .00
March 12, 2020 & March 26, 2020 are
hereby withdrawn to Franklin Cnty Off
of Aging
04/07/20 cos Certificate of Service .00
04/07/20 misc Withdrawal of Subpoena issued on 03/20/ .00
2020 to Barbara Barrett of Franklin Cnty
Adult Protective Services are hereby
withdrawn
04/07/20 cos Certificate of Service .00
04/08/20 cos Certificate of Service .00
04/13/20 Receipt 553764 5.00
04/13/20 m Motion Of Senior Options To Quash .00
Subpoena
04/13/20 mem Memorandum in Support .00
04/13/20 cos Certificate of Service .00
04/13/20 eb Exhibit A .00
04/13/20 mo Magistrate's Order Green .00
The motion to quash is hereby moot &
dimissed
04/13/20 cos Certificate of Service .00
04/13/20 13h Judgment Entry Approving Partial Account .00
04/15/20 nc Notice of Change of Address of: .00
Shirley Sowards
04/15/20 Receipt 553883 5.00
04/17/20 misc Report of Counsel for the Guardian .00
Michael D. Juhola
04/17/20 att Attachments .00
05/14/20 rmr Regular Mail Returned/Not Complete .00
Shirley A Sowards - Decision
05/14/20 cos Certificate of Service .00
05/27/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/16/20 mo Magistrate's Order Setting Remote Worthington 5.00
Hearing
-The court has scheduled a Zoom meeting
for 06/30/2020 @ 8:30 AM
06/16/20 eb Exhibit A .00
06/16/20 cos Certificate of Service .00
07/07/20 dr Digital Record of Hearing .00
06/30/2020 Zoom
08/14/20 50g Representation/Report of Insolvency .00
08/14/20 7.0 Schedule of Claims 5.00
08/14/20 17d Magistrate's Decision-The guardianship Duffy .00
complaint filed Oct 25, 2019 be
dismissed as resolved. Until the
guardian's past claims for
08/14/20 ex reimbursement & guardan fees totaling .00
$3773.54 have been satisfied in full,
the guardian shall be permitted to pay
herself up to $300 per month from the
08/14/20 ex ward's excess funds after payment of the .00
ward's room, board, & other necessary
expensed.
08/14/20 17b Notice To Attorneys and Parties .00
08/14/20 17c Findings of Fact .00
08/14/20 cos Certificate of Service .00
08/14/20 1ca Application for Attorney Fees 8962.15 10.00
Susan Wasserman
08/14/20 fs Fee Schedule 5.00
08/14/20 morf Magistrate's Order Regarding Fees Duffy .00
Because Ms Wasserman orally withdrew
her application during the June 30, 2020
hearing the application for $8962.15
08/14/20 ex in attorney fees is DENIED. .00
08/14/20 cos Certificate of Service .00
08/14/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/14/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/14/20 1cd Application for Fiduciary Fees 10.00
08/14/20 fs Fee Schedule .00
08/14/20 morf Magistrate's Order Regarding Fees 2235.18 .00
Susan Wasserman
08/14/20 misc Updated Status Report For Shirley .00
Sowards
08/14/20 Receipt 558792 45.00
08/17/20 Pay out made through bookkeeper # 0000065754 .00
ACCT #: 000000000209 3.00
09/11/20 jd Judge's Decision - Entry Adopting Montgomery 5.00
Magistrate's Decision
09/11/20 cos Certificate of Service .00
11/10/20 16ek eNotice to File 0032104 .00
12/17/20 14.7 Application to Extend Time to File .00
Report
12/17/20 14.8 Entry Extending Time to File Report/ 02/26/2021 5.00
- Extending Hearing
12/17/20 Receipt 564794 5.00
02/02/21 13ek eNotice to File Account 0032104 .00
02/04/21 22n Guardian's Report 5.00
02/04/21 soe Statement of Expert Evaluation .00
02/04/21 22ni Investigator Review of Guardian's Report .00
02/04/21 Receipt 566954 15.00
02/09/21 Pay out made through bookkeeper # 0000067433 .00
ACCT #: 000000000209 6.00
03/01/21 1cd Application for Guardian Fees 10.00
Susan Wasserman
03/01/21 fs Fee Schedule .00
03/01/21 morf Magistrate's Order Regarding Fees 2203.14 .00
03/01/21 13a Fiduciary's Partial Account 05 22.00
03/01/21 13.1 Receipts and Disbursements .00
03/01/21 13.2 Assets Remaining in Fiduciary's Hands 1679.52 .00
03/01/21 ex Extra Pages 4.00
03/01/21 Receipt 568129 36.00
03/02/21 13e Entry Setting Hearing on Account .00
04/12/21 13h Judgment Entry Approving Partial Account .00
05/17/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/05/22 16ek eNotice to File 0032104 .00
01/31/22 c Copy .20
01/31/22 13a Fiduciary's Partial Account 06 22.00
01/31/22 13.1 Receipts and Disbursements .00
01/31/22 13.2 Assets Remaining in Fiduciary's Hands 372.58 .00
01/31/22 Receipt 584412 22.20
02/01/22 13e Entry Setting Hearing on Account .00
02/01/22 Pay out made through bookkeeper # 0000071062 .00
ACCT #: 000000000209 7.80
02/10/22 1cd Application for Fiduciary Fees 10.00
Susan Wasserman
02/10/22 fs Fee Schedule .00
02/10/22 Receipt 584813 10.00
02/10/22 morf Magistrate's Order Regarding Guard Fees 2056.31 .00
02/11/22 Pay out made through bookkeeper # 0000071127 .00
ACCT #: 000000000209 15.00
03/14/22 13h Judgment Entry Approving Partial Account .00
04/26/22 16m Citation to File 0032104 guar 5.00
04/26/22 vcos Certificate of Service for Virtual Mail .00
04/26/22 vcs Virtual Service Mail Sent 6.18
Susan S Wasserman 429725
05/11/22 vcr Virtual Service Returned .00
SSW 429725
06/29/22 22n Guardian's Report 5.00
06/29/22 soe Statement of Expert Evaluation .00
06/29/22 22ni Investigator Review of Guardian's Report .00
06/30/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
06/30/22 17.1e Entry Dispensing with the Filing of DENIED .00
Subsequent Statements of Expert
Evaluation
06/30/22 Receipt 592130 10.00
08/09/22 l LETTER: from Susan Wasserman .00
08/09/22 soe Statement of Expert Evaluation .00
08/09/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
08/09/22 17.1e Entry Dispensing with the Filing of TAS 5.00
Subsequent Statements of Expert
Evaluation
08/09/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/09/22 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial)
08/09/22 Receipt 594042 15.00
09/29/22 e The Supreme Court of Ohio Entry O'Connor 5.00
On Affidavit of Disqualification
Hon. Jeffrey Mackey
09/29/22 e The Supreme Court of Ohio Entry O'Connor 5.00
On Affidavit of Disqualification
Hon. Jeffrey Mackey
10/10/22 mo Supreme Court of Ohio - Judgment Entry Maureen 5.00
-Affidavit of Disqualification is Denied O'Connor
Motion Requesting Judicial Notice is
Denied.
12/06/22 nc Notice of Change of Address of: .00
Shirley A. Sowards
12/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/04/23 13ek eNotice to File Account 0032104 .00
01/04/23 50m Application to Terminate Guardianship 10.00
-Mrs. Sowards is now in Promedica long
term care & qualifies for medicaid
01/04/23 50p Entry Terminating and Ordering Final 02/22/2023 5.00
Account
01/04/23 Receipt 601175 31.18
02/06/23 13.0 Fiduciary's Final Account 07 22.00
02/06/23 13.1 Receipts and Disbursements .00
02/06/23 50g Representation/Report of Insolvency .00
02/06/23 7.0 Schedule of Claims 5.00
02/06/23 1e Entry Setting Hearing 03/09/2023 5.00
-Insolvency for Medicaid QIT Trust; 3:00 PM
Discharge of Claimns, Final Acct and
02/06/23 eb Exhibit A .00
02/06/23 l LETTER: cover 01/30/2023 .00
02/06/23 rusm Regular U.S. Mail 3.00
02/06/23 Receipt 602857 35.00
02/07/23 13e Entry Setting Hearing on Account .00
02/13/23 Receipt 603177 10.00
02/13/23 Void Receipt 603177 10.00
02/13/23 Receipt 603178 5.00
03/10/23 pos Proof of Service .00
Verification of service notice of
hearing on representation of insolvency
and schedule of claims.
03/10/23 misc Miscellaneous Filing .00
Application For Continuance not needed
03/10/23 ros Return of Service .00
Humana
The Drug Store Pharmacy
Michael Juhola, ESQ
03/10/23 ex Extra Pages .00
HCR Manor Care
Heartland Healthcare Services
Ohio Digestive Care
03/10/23 ex Extra Pages .00
American Health Associates
Promedica long Term Care
03/10/23 att Attachments .00
USPS Tracking numbers
03/10/23 e Entry Judgment entry of Insolvency 5.00
04/07/23 13i Judgment Entry Approving Final Account .00
04/12/23 op Entry Re-Opening Case 5.00
04/12/23 m Motion .00
-Requests authority to liquidate the
Prudential Life Insurance Contract 7240
04/12/23 att Attachments .00
04/12/23 e Entry DENIED 5.00
-Motion is DENIED for lack of sufficient
information. Must provide approx. value
of Life Insurance Contract & active bond
04/12/23 ref No Refund Issued: $1.00 or less 1.00
04/12/23 Receipt 606219 21.00
04/24/23 m Motion Authorizing Guardian to Execute .00
the Prudential Request to Surrender
Policy 7280.
04/24/23 att Attachments .00
04/24/23 e Entry Granting Request. Proceeds to be MCD 5.00
Reported as Newly Discovered Assets
04/24/23 Receipt 606867 5.00
04/25/23 Pay out made through bookkeeper # 0000075655 .00
ACCT #: 000000000209 5.00
06/08/23 6.b Report of Newly Discovered Assets 7.00
06/08/23 6.be Entry Approving Report of Newly 5405.14 5.00
Assets
06/08/23 1cd Application for Guardian Fees 10.00
Susan Wasserman
06/08/23 fs Fee Schedule .00
06/08/23 morf Magistrate's Order Regarding Fees 2419.01 .00
06/08/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/08/23 att Attachment .00
06/08/23 15bn Entry Authorizing Expenditure of Funds 2419.01 5.00
(Non-Custodial) 2400.00
596.13
06/20/23 Receipt 609599 37.00
06/22/23 50m Application to Terminate 10.00
06/22/23 50p Entry Terminating and Ordering Final 06/22/2023 5.00
Account AMENDED
ESTATE ONLY
06/22/23 13c Fiduciary's Final Account (Keep Open) 08 22.00
AMended
06/22/23 13.1 Receipts and Disbursements .00
06/22/23 al Amended Letters of Authority .00
06/22/23 adl Additional Letters of Authority 3.00
06/22/23 Receipt 609773 25.00
06/23/23 16ek eNotice to File 0032104 .00
06/23/23 13e Entry Setting Hearing on Account .00
07/24/23 Receipt 611297 15.00
08/03/23 13j Judgment Entry Approving Final Account .00
(Keep Open)
08/09/23 st Status Letter .00
08/11/23 appi Application Requesting Indigency Status .00
08/11/23 ei Entry Declaring Indigent Status .00
12/11/23 16m Citation to File 0032104 guar 5.00
12/12/23 vcos Certificate of Service for Virtual Mail .00
12/12/23 vcs Virtual Service Mail Sent 7.21
Susan S Wasserman 525875
12/13/23 11a Resignation of Fiduciary .00
12/13/23 11e Entry Accepting Resignation Upon the MCD .00
Appointment of a Successor Fiduciary
12/13/23 Receipt 618371 5.00
12/18/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/20/23 vcr Virtual Service Returned .00
SSW 526875
12/29/23 22n Guardian's Report .00
01/03/24 22n Guardian's Report .00
01/03/24 Receipt 619258 7.21
01/17/24 22ni Investigator Review of Guardian's Report .00
01/22/24 22ni Investigator Review of Guardian's Report .00
BALANCE DUE .00
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