Case Docket

Case Number:	580244
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	WILLIAMS, BRIAN D.
AKA :

Date	Code	Description	Reference	Receipt	Cost
08/15/16	01	Case Number (Daily Reporter)			10.00
08/15/16	02	Forms			10.00
08/15/16	03	Docketing & Index			15.00
08/15/16	04	Computerized Legal Research			3.00
08/15/16	05	Computer Fee			10.00
08/15/16	07	Legal Aid Trust Fund			26.00
08/15/16	08	Dispute Resolution Fund			15.00
08/15/16	gi	Guardianship Investigator's Expense			75.00
08/15/16	16	Special Projects Fund			15.00
08/15/16	cb	COST BILL			.00
08/15/16	17.0	Application for Appointment of Guardian			20.00
08/15/16	ge	Entry Setting Hearing	09/15/2016		.00
			2pm
08/15/16	15.0	Next of Kin			.00
08/15/16	15.1	Waiver of Notice			.00
		Diana Williams
		Carolyn Williams
08/15/16	15.2	Guardian - Fiduciary's Acceptance			.00
08/15/16	15.3	Affidavit of Additional Information			.00
08/15/16	15.4	Guardian's Credibility Application			.00
08/15/16	fw	BCI & I Fingerprint Waiver			.00
08/15/16	17ca	Change of Address Information for			.00
		Guardianships
08/15/16	16.1	Affidavit of Custody			.00
08/15/16	psoe	Statement of Expert Evaluation			.00
08/15/16	att	Attachments			.00
08/15/16	15.8	Adult Guardianship Service Information			.00
08/15/16		Receipt	480875	199.00
08/19/16	wc	- Nancy S. Martin			22.00
		WebCheck Fingerprinting
08/19/16		Receipt	481206	22.00
08/19/16	dl	Copy of Driver's License of:			.00
		- Nancy S Martin
08/24/16	fn	Fingerprint Return No Hit			.00
		- Nancy S Martin
09/08/16	17.8	Investigator's Report			.00
09/08/16	cos	Certificate of Service	Erik von		4.40
			Frese
09/08/16	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
09/15/16	igf	Indigent Guardianship Fund			30.00
09/15/16	adl	Additional Letters of Authority			3.00
09/15/16	cb	COST BILL			.00
09/15/16	17d	Magistrate's Decision	Sugar		.00
		Nancy S Martin is hereby appointed
		guardian of the person and estate. Bond
		shall be posted in the amount of
09/15/16	ex	$57,000.00. Upon the posting of said			.00
		bond the court will issue Letters of
		Guardianship
09/15/16	17b	Notice To Attorneys and Parties			.00
09/15/16	17c	Findings of Fact			.00
09/15/16	17n	Entry Adopting Magistrate's Decision			5.00
09/15/16	cos	Certificate of Service			.00
09/15/16	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		MARTIN, NANCY S.	(fidy)
09/15/16	15.9	Oath of Guardian			.00
09/15/16	rgg	Receipt of guardianship guide			.00
09/15/16	4.2	Fiduciary's Bond/RLI Ins Co	57000.00		.00
			CBS
			Frank Duffy
09/15/16	bacb	Bond Application for CBS Agency			.00
09/15/16	att	Guardian's Credibility			.00
		Signature
09/15/16		Receipt	482679	47.40
09/16/16	dr	Digital Record of Hearing	SNS		.00
		9/15/2016/ hearing room 22E
		Time:10:15:56-2:20:37
11/16/16	6ek	eNotice to File Inventory	0030033		.00
12/14/16	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/14/16	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
12/14/16	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
12/14/16	15bn	Entry Authorizing Expenditure of Funds	6000.00		5.00
		(Non-Custodial)
12/14/16	6.0	Inventory	28760.33		7.00
12/14/16	1ae	Entry Increasing Bond	1000.00		5.00
			CBS
12/14/16	4.2	Fiduciary's Bond/RLI Ins Co	58000.00		.00
			CBS
			Frank Duffy
12/14/16	bacb	Bond Application for CBS Agency			.00
12/14/16	cpi	Confidential Personal Identifiers			.00
12/14/16	15c	Application to Release Funds			.00
12/14/16	15d	Entry Authorizing Release of Funds			5.00
12/14/16	cc	Certified Copy			1.00
12/14/16		Receipt	487648	48.00
01/04/17	rgg	Receipt of guardianship guide			.00
04/25/17	9.7	Application to Transfer Motor Vehicle			.00
04/25/17	9.8	Entry Approving Transfer of Motor	2001 Toyota		5.00
		Vehicle
06/09/17	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
06/09/17	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
06/09/17		Receipt	497803	20.00
06/20/17	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
06/20/17	15b	Entry Authorizing Expenditure of Funds	7200.00		.00
		(Custodial)
06/20/17		Receipt	498214	16.00
07/13/17	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
07/13/17	15bn	Entry Authorizing Expenditure of Funds	3000.00		5.00
		(Non-Custodial)	per month
07/13/17		Receipt	499519	15.00
08/04/17	ci	ANNUAL PHYSICAL/ELECTONIC - 2017			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
08/16/17	16ek	eNotice to File	0030033		.00
08/16/17	13ek	eNotice to File Account	0030033		.00
09/12/17	22n	Guardian's Report			5.00
09/12/17	soe	Statement of Expert Evaluation			.00
09/12/17	11a	Resignation of Fiduciary			5.00
09/12/17	11b	Entry Accepting Resignation and Ordering	06/29/2018		5.00
		Final Account
09/12/17		Receipt	502855	15.00
09/19/17	22ni	Investigator Review of Guardian's Report			.00
10/23/17	nc	Notice of Change of Address of:			.00
		Ward
04/05/18	ci	ANNUAL PHYSICAL/ELECTRONIC - 2018			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
05/30/18	13ek	eNotice to File Account	0030033		.00
06/19/18	gcf	Guardianship complaint filed	001		.00
		Williams, Brian Douglas
06/19/18	gcn	Guardian notified of complaint	06/19/2018		.00
			001
06/19/18	l	LETTER: to Brian Williams from Keith			.00
		Semones
07/02/18	1ae	Entry Increasing Bond	54000.00		5.00
			CBS
07/02/18	4.2	Fiduciary's Bond - RLI Surety	112000.00		.00
			CBS
			J. VanOrder
07/02/18	bacb	Bond Application for CBS Agency			.00
07/02/18	13a	Fiduciary's Partial Account	01		22.00
07/02/18	13.1	Receipts and Disbursements			.00
07/02/18	13.2	Assets Remaining in Fiduciary's Hands	21613.32		.00
07/02/18		Receipt	518746	27.00
07/03/18	13e	Entry Setting Hearing on Account			.00
07/11/18	mo	Magistrate's Order On Complaint	Duffy		5.00
		Diposition	Suffron
07/11/18	1e	Entry Setting Hearing	08/21/2018		5.00
			2:00 pm
07/11/18	gcd	Notification of disposition of	07/11/2018		.00
		guardianship complaint	001
07/11/18	att	Attachments			.00
07/11/18	l	LETTER:To Ms. Martin From Keith B			.00
		Semones
07/11/18	l	LETTER: To Mr. Williams From Keith B			.00
		Semones
08/01/18		Receipt	520468	15.00
08/01/18	m	Motion for Independent Evaluation of			.00
		Ward
08/01/18	mem	Memorandum in Support			.00
08/01/18	e	Entry to Appoint Dr. Michael Witter as			5.00
		Court Doctor to Assess the ward.
08/07/18	1ca	Application for Attorney Fees			10.00
		Jay E. Michael
08/07/18	fs	Fee Schedule			.00
08/07/18	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
08/07/18	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
08/07/18		Receipt	520787	25.00
08/10/18	morf	Magistrate's Order Regarding Fees	5505.90		.00
08/14/18	16ek	eNotice to File	0030033		.00
08/14/18	13h	Judgment Entry Approving Partial Account			.00
08/15/18	1.6	Expert Deposit	600.00		.00
			Rec # 521285
08/15/18		Receipt	521285		.00
08/21/18	soe	Statement of Expert Evaluation			.00
08/22/18	dr	Digital Record of Hearing	TAS		.00
		08/21/2018 / hearing room 22D
		Time: 2:07:36-2:23:11
08/22/18		Pay out made through bookkeeper	# 0000061108		.00
		ACCT #: 000000000203 600.00
08/23/18	17d	Magistrate's Decision	Stone		.00
		Brian Williams continue to the
		guardianship until further order of the
		court.
08/23/18	17b	Notice To Attorneys and Parties			.00
08/23/18	17c	Findings of Fact			.00
08/23/18	cos	Certificate of Service			.00
09/19/18	jd	Judge's Decision-Entry Adopting	Montgomery		5.00
		Magistrate's Decision
09/19/18	cos	Certificate of Service			.00
10/15/18	22n	Guardian's Report			5.00
10/15/18		Receipt	524532	10.00
10/17/18	22ni	Investigator Review of Guardian's Report			.00
02/27/19	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
02/27/19	15bn	Entry Authorizing Expenditure of Funds			5.00
		(Non-Custodial)
02/27/19		Receipt	531489	15.00
06/04/19	13ek	eNotice to File Account	0030033		.00
07/05/19	13a	Fiduciary's Partial Account	02		22.00
07/05/19	13.1	Receipts and Disbursements			.00
07/05/19	13.2	Assets Remaining in Fiduciary's Hands	26124.65		.00
07/05/19	1cd	Application for Fiduciary Fees			10.00
		Michael, Jay E.
07/05/19	fs	Fee Schedule			.00
07/05/19	morf	Magistrate's Order Regarding Fees	2590.85		.00
			BFS
07/05/19	1ca	Application for Attorney Fees			10.00
		Michael, Jay E.
07/05/19	fs	Fee Schedule			.00
07/05/19	morf	Magistrate's Order Regarding Fees	2464.50		.00
			BFS
07/05/19	1cd	Application for Fiduciary Fees			10.00
		Martin, Nancy S.
07/05/19	fs	Fee Schedule			.00
07/05/19	morf	Magistrate's Order Regarding Fees	1364.81		.00
			BFS
07/05/19	1b	Application to Reduce Bond			5.00
07/05/19	1be	Entry to Reduce Bond	96000.00		5.00
			RLI
07/05/19	m	Withdrawal of Request for Acceptance of			.00
		Resignation of Fiduciary and Motion to
		Vacate Entry Accepting Resignation
07/05/19	mem	Memorandum in Support			.00
07/05/19	e	Entry	BFS		5.00
07/05/19		Receipt	538944	67.00
07/08/19	13e	Entry Setting Hearing on Account			.00
08/19/19	13h	Judgment Entry Approving Partial Account			.00
08/20/19	ci	ANNUAL PHYSICAL/ELECTRONIC - 2019			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
09/17/19	16ek	eNotice to File	0030033		.00
10/03/19	22n	Guardian's Report			5.00
10/03/19	soe	Statement of Expert Evaluation			.00
10/03/19		Receipt	544021	5.00
05/27/20	ci	ANNUAL PHYSICAL/ELECTRONIC - 2020			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
06/09/20	13ek	eNotice to File Account	0030033		.00
08/21/20	1ae	Entry Increasing Bond	25000.00		5.00
			RLI
08/21/20	4.2	Fiduciary's Bond/RLI Surety	121000.00		.00
			CBS
			N Romanelli
08/21/20	bacb	Bond Application for CBS Agency			.00
08/21/20	13a	Fiduciary's Partial Account	01		22.00
08/21/20	13.1	Receipts and Disbursements			.00
08/21/20	13.2	Assets Remaining in Fiduciary's Hands	38335.72		.00
08/21/20		Receipt	559119	27.00
08/24/20	13e	Entry Setting Hearing on Account			.00
09/09/20	16ek	eNotice to File	0030033		.00
10/05/20	13h	Judgment Entry Approving Partial Account			.00
11/05/20	22n	Guardian's Report			5.00
11/05/20	soe	Statement of Expert Evaluation			.00
11/05/20	att	Attachments			.00
11/05/20	22ni	Investigator Review of Guardian's Report			.00
11/05/20		Receipt	562914	5.00
05/17/21	ci	ANNUAL PHYSICAL/ELECTRONIC - 2021			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
07/26/21	13ek	eNotice to File Account	0030033		.00
09/01/21	1ae	Entry Increasing Bond	59000.00		5.00
			RLI
09/01/21	4.2	Fiduciary's Bond/RLI Surety	180000.00		.00
			CBS
			N Romanelli
09/01/21	bacb	Bond Application for CBS Agency			.00
09/01/21	13a	Fiduciary's Partial Account	04		22.00
09/01/21	13.1	Receipts and Disbursements			.00
09/01/21	13.2	Assets Remaining in Fiduciary's Hands	65918.34		.00
09/01/21		Receipt	577290	27.00
09/02/21	13e	Entry Setting Hearing on Account			.00
10/06/21	16ek	eNotice to File	0030033		.00
10/14/21	13h	Judgment Entry Approving Partial Account			.00
10/21/21	22n	Guardian's Report			5.00
10/21/21	soe	Statement of Expert Evaluation			.00
10/21/21	att	Attachments			.00
10/21/21	22ni	Investigator Review of Guardian's Report			.00
10/21/21		Receipt	579675	5.00
01/11/22	1ca	Application for Attorney Fees			10.00
		Jay E Michael
01/11/22	fs	Fee Schedule			.00
01/11/22	morf	Magistrate's Order Regarding Fees	1631.00		.00
01/11/22	1cd	Application for Fiduciary Fees			10.00
		Nancy S Martin
01/11/22	fs	Fee Schedule			.00
01/11/22	morf	Magistrate's Order Regarding Fees	2236.34		.00
01/11/22		Receipt	583499	20.00
08/02/22	13ek	eNotice to File Account	0030033		.00
09/02/22	nc	Notice of Change of Address of:			.00
		GDN
09/06/22	1cd	Application for Fiduciary Fees			10.00
		Nancy S Martin
09/06/22	fs	Fee Schedule			.00
09/06/22	morf	Magistrate's Order Regarding Fees	1206.34		.00
09/06/22	1ca	Application for Attorney Fees			10.00
		Jay E Michael
09/06/22	fs	Fee Schedule			.00
09/06/22	morf	Magistrate's Order Regarding Fees	983.50		.00
09/06/22	1ae	Entry Increasing Bond	36000.00		5.00
			RLI
09/06/22	4.2	Fiduciary's Bond/RLI Surety	216000.00		.00
			RLI
			N. Romanelli
09/06/22	bacb	Bond Application for CBS Agency			.00
09/06/22	13a	Fiduciary's Partial Account	05		22.00
09/06/22	13.1	Receipts and Disbursements			.00
09/06/22	13.2	Assets Remaining in Fiduciary's Hands	84267.75		.00
09/06/22		Receipt	595474	47.00
09/07/22	13e	Entry Setting Hearing on Account			.00
09/22/22	16ek	eNotice to File	0030033		.00
10/18/22	13h	Judgment Entry Approving Partial Account			.00
11/15/22	22n	Guardian's Report			5.00
11/15/22	soe	Statement of Expert Evaluation			.00
11/15/22	att	Attachments			.00
11/16/22		Receipt	599010	5.00
11/16/22	22ni	Investigator Review of Guardian's Report			.00
12/16/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
07/03/23	13.0	Fiduciary's Final Account	06		22.00
07/03/23	13.1	Receipts and Disbursements			.00
07/03/23	1cd	Application for Guardian Fees			10.00
		Nancy S. Martin
07/03/23	fs	Fee Schedule			.00
07/03/23	morf	Magistrate's Order Regarding Fees	1048.01		.00
07/03/23	1ca	Application for Attorney Fees			10.00
		Jay E. Michael
07/03/23	fs	Fee Schedule			.00
07/03/23	morf	Magistrate's Order Regarding Fees	827.50		.00
07/03/23		Receipt	610313	57.00
07/03/23	50m	Application to Terminate Guardianship			10.00
07/03/23	dc	Death Certificate			.00
		Brian D. Williams
07/03/23	50p	Entry Terminating and Ordering Final	07/28/2023		5.00
		Account
07/06/23	op	stat only			.00
07/07/23	13e	Entry Setting Hearing on Account			.00
08/17/23	13i	Judgment Entry Approving Final Account			.00
		BALANCE DUE			.00

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