Case Docket

Case Number: 580522  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ZERKLE, PATRICIA
AKA :


Date Code Description Reference Receipt Cost
08/30/16 01 Case Number (Daily Reporter) 10.00
08/30/16 02 Forms 10.00
08/30/16 03 Docketing & Index 15.00
08/30/16 04 Computerized Legal Research 3.00
08/30/16 05 Computer Fee 10.00
08/30/16 07 Legal Aid Trust Fund 26.00
08/30/16 08 Dispute Resolution Fund 15.00
08/30/16 gi Guardianship Investigator's Expense 75.00
08/30/16 16 Special Projects Fund 15.00
08/30/16 wc - Mary L Wells 22.00
WebCheck Fingerprinting
08/30/16 m Motion To Expedite Hearing .00
08/30/16 1e Entry Setting Hearing 09/08/2016 5.00
9am
08/30/16 cb COST BILL .00
08/30/16 17.0 Application for Appointment of Guardian 20.00
08/30/16 15.0 Next of Kin .00
08/30/16 15.1 Waiver of Notice .00
Mary Wells
08/30/16 15.2 Guardian - Fiduciary's Acceptance .00
08/30/16 16.1 Affidavit of Custody .00
08/30/16 15.3 Affidavit of Additional Information .00
08/30/16 15.4 Guardian's Credibility Application .00
08/30/16 17ca Change of Address Information for .00
Guardianships
08/30/16 psoe Statement of Expert Evaluation .00
08/30/16 17.1b Supplement for Emergency Guardian .00
08/30/16 15.8 Adult Guardianship Service Information .00
08/30/16 Receipt 481766 226.00
09/01/16 17.8 Investigator's Report .00
09/01/16 cos Certificate of Service Leslie 4.60
Williams
09/01/16 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/08/16 cb COST BILL .00
09/08/16 igf Indigent Guardianship Fund 30.00
09/08/16 adl Additional Letters of Authority 2.00
09/08/16 17d Magistrate's Decision Sugar .00
Mary Wells is appointed guardian of the
person, bond is waived
09/08/16 17b Notice To Attorneys and Parties .00
09/08/16 17c Findings of Fact .00
09/08/16 17n Entry Adopting Magistrate's Decision 5.00
09/08/16 cos Certificate of Service .00
09/08/16 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WELLS, MARY (fidy)
09/08/16 15.9 Oath of Guardian .00
09/08/16 17.1b Supplement for Emergency Guardian .00
09/08/16 soe Statement of Expert Evaluation .00
09/08/16 Receipt 482228 46.60
09/12/16 dr Digital Record of Hearing SNS .00
9/8/2016/ hearing room 22E
Time:9:05:22-9:21:17
09/20/16 fh Fingerprint Return HIT .00
- Mary Lou Wells
10/07/16 15.8 Adult Guardianship Service Information .00
10/07/16 02 Forms 10.00
10/07/16 03 Docketing & Index 15.00
10/07/16 04 Computerized Legal Research 3.00
10/07/16 05 Computer Fee 10.00
10/07/16 07 Legal Aid Trust Fund 26.00
10/07/16 08 Dispute Resolution Fund 15.00
10/07/16 16 Special Projects Fund 15.00
10/07/16 gi Guardianship Investigator's Expense 75.00
10/07/16 cb COST BILL .00
10/07/16 17.0 Application for Appointment of Guardian 20.00
10/07/16 ge Entry Setting Hearing 11/21/2016 .00
11am
10/07/16 15.0 Next of Kin .00
10/07/16 15.2 Guardian - Fiduciary's Acceptance .00
10/07/16 15.3 Affidavit of Additional Information .00
10/07/16 15.4 Guardian's Credibility Application .00
10/07/16 16.1 Affidavit of Custody .00
10/07/16 17ca Change of Address Information for .00
Guardianships
10/07/16 fw BCI & I Fingerprint Waiver .00
10/07/16 Receipt 483975 189.00
10/21/16 nc Notice of Change of Address of: .00
10/21/16 15.1 Waiver of Notice .00
Mary Wells
11/02/16 wc - Michael Gilliland 22.00
WebCheck Fingerprinting
11/02/16 Receipt 485362 22.00
11/02/16 dl Copy of Driver's License of: .00
Michael P Gilliland
11/03/16 fn Fingerprint Return No Hit .00
- Michael P Gilliland
11/08/16 17.8g Court Investigator's Comments Leslie .00
Williams
11/08/16 17.8 Investigator's Report Leslie .00
Williams
11/21/16 cb COST BILL .00
11/21/16 igf Indigent Guardianship Fund 30.00
11/21/16 adl Additional Letters of Authority 4.00
11/21/16 17d Magistrate's Decision Michael Gilliland .00
be appointed guardian of estate. Bond
set 120,000.00
11/21/16 17b Notice To Attorneys and Parties .00
11/21/16 17c Findings of Fact .00
11/21/16 17n Entry Adopting Magistrate's Decision 5.00
11/21/16 cos Certificate of Service .00
11/21/16 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GILLILAND, MICHAEL P. (fidy)
11/21/16 15.9 Oath of Guardian .00
11/21/16 rgg Receipt of guardianship guide .00
11/21/16 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 120000.00 .00
Pal-Miller
R Prater
11/21/16 bapm Bond Application for Palmer Miller .00
11/21/16 att Attachments .00
11/21/16 Receipt 486384 44.00
11/23/16 dr Digital Record of Hearing TAS .00
11/21/2016/ hearing room 22E
Time:11:06:52-3:07:08
12/14/16 15c Application to Release Funds .00
12/14/16 15d Entry Authorizing Release of Funds 3772.41 5.00
31417.63
12/14/16 cc Certified Copy 1.00
12/14/16 ms Motion to Inventory Safety Deposit Box .00 .00
Rec # 487633
12/14/16 es Entry Allowing Inventory of Safety 5.00
Deposit Box
Guardian to open & list contents
12/14/16 cc Certified Copy 1.00
12/14/16 Receipt 487633 12.00
12/27/16 6.0 Inventory 89710.50 7.00
GILLILAND, MICHAEL P. (fidy)
12/27/16 1ae Entry Increasing Bond 60000.00 5.00
Pal-Miller
12/27/16 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 180000.00 .00
Pal-Miller
R Prater
12/27/16 bapm Bond Application for Palmer Miller .00
12/27/16 Receipt 488216 12.00
01/13/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/13/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/13/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/13/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/13/17 Receipt 489111 30.00
02/10/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/10/17 15bn Entry Authorizing Expenditure of Funds 7500.00 5.00
(Non-Custodial) 2715.35
135.00
02/10/17 Receipt 490726 15.00
03/30/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/30/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
03/30/17 Receipt 493538 15.00
06/01/17 6a Amended Guardians Inventory 106414.80 7.00
GILLILAND, MICHAEL P. (fidy)
06/01/17 13a Fiduciary's Partial Account 1 22.00
GILLILAND, MICHAEL P. (fidy)
06/01/17 13.1 Receipts and Disbursements .00
06/01/17 13.2 Assets Remaining in Fiduciary's Hands 25234.92 .00
06/01/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/01/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/01/17 15c Application to Release Funds .00
06/01/17 15d Entry Authorizing Release of Funds 5.00
06/01/17 1b Application to Reduce Bond 5.00
06/01/17 1be Entry to Reduce Bond 95000.00 5.00
Ohio Casual
06/01/17 1cd Application for Fiduciary Fees 10.00
06/01/17 1ce Entry Approving Fiduciary Fees 2513.00 .00
06/01/17 1ca Application for Attorney Fees 6488.07 10.00
06/01/17 1cc Consent to Attorney Fees .00
Michael Gilliland
06/01/17 fs Fee Schedule .00
06/01/17 cc Certified Copy 1.00
06/01/17 Receipt 497247 80.00
06/02/17 13e Entry Setting Hearing on Account .00
06/02/17 morf Magistrate's Order Regarding Fees 6488.07 .00
06/02/17 cos Certificate of Service .00
06/22/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/22/17 15bn Entry Authorizing Expenditure of Funds 6488.07 5.00
(Non-Custodial)
06/22/17 Receipt 498385 15.00
07/13/17 13h Judgment Entry Approving Partial Account .00
08/04/17 ci ANNUAL PHYSICAL/ELECTONIC - 2017 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/10/17 16k Notice to File Sent To fidy 1.00
10/02/17 13a Fiduciary's Partial Account 02 22.00
GILLILAND, MICHAEL P. (fidy)
10/02/17 13.1 Receipts and Disbursements .00
10/02/17 13.2 Assets Remaining in Fiduciary's Hands 4327.96 .00
10/02/17 1ca Application for Attorney Fees 10.00
10/02/17 1cb Entry Approving Attorney Fees 875.00 .00
William A. Good 86.00
10/02/17 1cc Consent to Attorney Fees .00
Micahel Gilliland
10/02/17 fs Fee Schedule .00
10/02/17 1cd Application for Fiduciary Fees 10.00
10/02/17 1ce Entry Approving Fiduciary Fees 1823.53 .00
Michael . Gilliland
10/02/17 1cc Consent to Guardian Fees .00
Michael Gilliland
10/02/17 fs Fee Schedule .00
10/02/17 1b Application to Reduce Bond 5.00
10/02/17 1be Entry to Reduce Bond 42000.00 5.00
Palmer/Mille
10/02/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/02/17 15bn Entry Authorizing Expenditure of Funds 103.56 5.00
(Non-Custodial) 76.50
500.00
238.00
10/02/17 Receipt 503922 68.00
10/03/17 13e Entry Setting Hearing on Account .00
10/04/17 22n Guardian's Report 5.00
WELLS, MARY (fidy)
10/04/17 soe Statement of Expert Evaluation .00
WELLS, MARY (fidy)
10/04/17 l LETTER: .00
Application to Dispense with Expert
Evaluation
10/04/17 Receipt 504099 5.00
10/05/17 Pay out made through bookkeeper # 0000059000 .00
ACCT #: 000000000209 1.00
10/17/17 22ni Investigator Review of Guardian's Report .00
11/14/17 13h Judgment Entry Approving Partial Account .00
11/30/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/30/17 15bn Entry Authorizing Expenditure of Funds 600.00 5.00
(Non-Custodial) 27.24
11/30/17 Receipt 506936 15.00
04/05/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/17/18 15c Application to Release Funds .00
05/17/18 15d Entry Authorizing Release of Funds 414.74 5.00
05/17/18 cc Certified Copy 1.00
05/17/18 Receipt 516270 6.00
05/29/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/29/18 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial) 30.00
05/29/18 Receipt 516794 15.00
08/15/18 1b Application to Reduce Bond 5.00
08/15/18 1be Entry to Reduce Bond 40000.00 5.00
OH Casualty
Meister
08/15/18 13a Fiduciary's Partial Account 03 22.00
GILLILAND, MICHAEL P. (fidy)
08/15/18 13.1 Receipts and Disbursements .00
08/15/18 13.2 Assets Remaining in Fiduciary's Hands 3104.68 .00
08/15/18 1cd Application for Fiduciary Fees 834.87 10.00
Gilliland, Michael
08/15/18 fs Fee Schedule .00
08/15/18 morf Magistrate's Order Regarding Fees 834.87 .00
Meister
08/15/18 1ca Application for Attorney Fees 170.07 10.00
Good, William A. 129.93
08/15/18 1cc Consent to Attorney Fees .00
Gilliland, Michael
08/15/18 fs Fee Schedule .00
08/15/18 morf Magistrate's Order Regarding Fees 300.00 .00
Meister
08/15/18 Receipt 521263 52.00
08/16/18 13e Entry Setting Hearing on Account .00
09/05/18 16k Notice to File Sent To fidy 1.00
09/21/18 22n Guardian's Report 5.00
WELLS, MARY (fidy)
09/21/18 soe Statement of Expert Evaluation .00
WELLS, MARY (fidy)
09/21/18 l LETTER: .00
Application to dispense with expert
evaluation
09/25/18 22ni Investigator Review of Guardian's Report .00
09/26/18 13h Judgment Entry Approving Partial Account .00
12/13/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/13/18 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial) 105.00
12/13/18 Receipt 527582 21.00
07/16/19 13ek eNotice to File Account 0022046 .00
08/08/19 13a Fiduciary's Partial Account 04 22.00
GILLILAND, MICHAEL P. (fidy)
08/08/19 13.1 Receipts and Disbursements .00
08/08/19 13.2 Assets Remaining in Fiduciary's Hands 2071.16 .00
08/08/19 1cd Application for Fiduciary Fees 10.00
08/08/19 1cc Consent to Guardian Fees .00
Michael Gilliland
08/08/19 fs Fee Schedule .00
08/08/19 morf Magistrate's Order Regarding Fees 560.52 .00
Michael Gilliland
08/08/19 1ca Application for Attorney Fees 10.00
08/08/19 1cc Consent to Attorney Fees .00
Michael Gilliland
08/08/19 fs Fee Schedule .00
08/08/19 morf Magistrate's Order Regarding Fees 583.97 .00
William Good
08/08/19 Receipt 540910 42.00
08/09/19 13e Entry Setting Hearing on Account .00
08/20/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/26/19 16k Notice to File Sent To fidy 1.00
08/26/19 16ek eNotice to File 0022046 .00
09/19/19 13h Judgment Entry Approving Partial Account .00
10/29/19 22n Guardian's Report 5.00
WELLS, MARY (fidy)
10/29/19 soe Statement of Expert Evaluation .00
WELLS, MARY (fidy)
10/29/19 22ni Investigator Review of Guardian's Report .00
10/29/19 Receipt 545351 6.00
05/27/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/13/20 13ek eNotice to File Account 0022046 .00
07/31/20 13a Fiduciary's Partial Account 05 22.00
GILLILAND, MICHAEL P. (fidy)
07/31/20 13.1 Receipts and Disbursements .00
07/31/20 13.2 Assets Remaining in Fiduciary's Hands 254.60 .00
07/31/20 1ca Application for Attorney Fees 10.00
07/31/20 1cc Consent to Attorney Fees .00
07/31/20 fs Fee Schedule .00
07/31/20 morf Magistrate's Order Regarding Fees 152.00 .00
48.00
08/03/20 Receipt 558220 32.00
08/03/20 13e Entry Setting Hearing on Account .00
09/14/20 13h Judgment Entry Approving Partial Account .00
09/30/20 16k Notice to File Sent To fidy 1.00
01/25/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/25/21 15bn Entry Authorizing Expenditure of Funds 1200.00 5.00
(Non-Custodial)
01/25/21 Receipt 566234 15.00
02/01/21 22n Guardian's Report 5.00
WELLS, MARY (fidy)
02/01/21 l LETTER: Dispense with .00
02/01/21 Receipt 566660 6.00
02/04/21 l LETTER: To Dispense .00
02/10/21 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
02/10/21 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
WELLS, MARY (fidy)
02/10/21 l LETTER: .00
Balance due $5.00
05/17/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/06/21 13ek eNotice to File Account 0022046 .00
08/04/21 1ca Application for Attorney Fees 10.00
William A Good
08/04/21 1cc Consent to Attorney Fees .00
Michael P Gilliland
08/04/21 fs Fee Schedule .00
08/04/21 morf Magistrate's Order Regarding Fees 314.75 .00
08/04/21 13a Fiduciary's Partial Account 06 22.00
GILLILAND, MICHAEL P. (fidy)
08/04/21 13.1 Receipts and Disbursements .00
08/04/21 13.2 Assets Remaining in Fiduciary's Hands 831.12 .00
08/04/21 Receipt 575945 37.00
08/05/21 13e Entry Setting Hearing on Account .00
09/15/21 13h Judgment Entry Approving Partial Account .00
01/04/22 16k Notice to File Sent To fidy 1.00
03/28/22 22n Guardian's Report 5.00
WELLS, MARY (fidy)
03/28/22 22ni Investigator Review of Guardian's Report .00
03/28/22 Receipt 587419 6.00
07/06/22 13ek eNotice to File Account 0022046 .00
08/22/22 sc Substitution of Counsel 0086360 .00
GILLILAND, MICHAEL P. (fidy)
08/22/22 cos Certificate of Service .00
08/22/22 l LETTER:Need vouchers. .00
09/21/22 13a Fiduciary's Partial Account 07 22.00
GILLILAND, MICHAEL P. (fidy)
09/21/22 13.1 Receipts and Disbursements .00
09/21/22 13.2 Assets Remaining in Fiduciary's Hands 859.57 .00
09/21/22 Receipt 596223 22.00
09/22/22 13e Entry Setting Hearing on Account .00
09/22/22 Pay out made through bookkeeper # 0000073443 .00
ACCT #: 000000000209 10.00
11/02/22 13h Judgment Entry Approving Partial Account .00
12/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/03/23 1cd Application for Fiduciary Fees 10.00
Michhael P Gilliland
01/03/23 1cc Consent to Attorney Fees .00
01/03/23 fs Fee Schedule .00
01/03/23 morf Magistrate's Order Regarding Fees 669.77 .00
01/03/23 1cd Application for Fiduciary Fees 10.00
Michael P Gilliland
01/03/23 1cc Consent to Attorney Fees .00
01/03/23 morf Magistrate's Order Regarding Fees 200.35 .00
01/03/23 fs Fee Schedule .00
01/03/23 50m Application to Terminate 10.00
Ward's date of death is 11/17/2022
01/03/23 dc Death Certificate .00
Patricia Ann Zerkle
01/03/23 50p Entry Terminating and Ordering Final 01/03/2023 5.00
Account
GILLILAND, MICHAEL P. (fidy)
01/03/23 13.0 Fiduciary's Final Account 08 22.00
GILLILAND, MICHAEL P. (fidy)
01/03/23 13.1 Receipts and Disbursements .00
01/03/23 dec Ward Deceased. .00
WELLS, MARY (fidy)
01/03/23 Receipt 601142 57.00
01/04/23 13e Entry Setting Hearing on Account .00
02/14/23 13i Judgment Entry Approving Final Account .00
02/14/23 99 Case Closed .00
BALANCE DUE .00
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