Case Docket

Case Number: 585422  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE/I  PERSON AND ESTATE/INTERIM
Name : WOELFEL, BRADFORD
AKA :


Date Code Description Reference Receipt Cost
06/05/17 01 Case Number (Daily Reporter) 10.00
06/05/17 02 Forms 10.00
06/05/17 03 Docketing & Index 15.00
06/05/17 04 Computerized Legal Research 3.00
06/05/17 05 Computer Fee 10.00
06/05/17 07 Legal Aid Trust Fund 26.00
06/05/17 08 Dispute Resolution Fund 15.00
06/05/17 gi Guardianship Investigator's Expense 75.00
06/05/17 16 Special Projects Fund 15.00
06/05/17 cb COST BILL .00
06/05/17 m Motion to Expedite Hearing .00
06/05/17 1e Entry Setting Hearing 06/09/2017 5.00
2;00 pm
06/05/17 17.0 Application for Appointment of Guardian 20.00
06/05/17 15.3 Affidavit of Additional Information .00
06/05/17 15.0 Next of Kin .00
06/05/17 15.1 Waiver of Notice .00
Michael D Juhola
06/05/17 15.2 Guardian - Fiduciary's Acceptance .00
06/05/17 15.4 Guardian's Credibility Application .00
06/05/17 15.8 Adult Guardianship Service Information .00
06/05/17 16.1 Affidavit of Custody .00
06/05/17 17ca Change of Address Information for .00
Guardianships
06/05/17 psoe Statement of Expert Evaluation .00
06/05/17 Receipt 497456 204.00
06/07/17 17.8 Investigator's Report .00
06/07/17 cos Certificate of Service Leslie 11.00
Williams
06/07/17 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/09/17 lgs Supreme Court of Ohio Letter of Good .00
Standing Michael Duane Juhola
06/09/17 m Motion To Amend The Record .00
wards last name from Woelfu to Woelfel
06/09/17 e Entry 5.00
06/09/17 psoe Statement of Expert Evaluation .00
06/09/17 17.1b Supplement for Emergency Guardian .00
06/09/17 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Wade E. Harrison counsel on behalf of
Bradford Woelfel
06/09/17 cos Certificate of Service .00
06/09/17 17d Magistrate's Decision Suffron .00
Michael Juhola is appointed guardian of
the person & estate, bond is set at
$297000.00
06/09/17 17b Notice To Attorneys and Parties .00
06/09/17 17c Findings of Fact .00
06/09/17 17n Entry Adopting Magistrate's Decision 5.00
06/09/17 cos Certificate of Service .00
06/09/17 cb COST BILL .00
06/09/17 igf Indigent Guardianship Fund 30.00
06/09/17 adl Additional Letters of Authority 4.00
06/09/17 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
JUHOLA, MICHAEL D. (fidy)
06/09/17 15.9 Oath of Guardian .00
06/09/17 rgg Receipt of guardianship guide .00
06/09/17 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 297000.00 .00
Palmer/Mille
R Prater
06/09/17 bapm Bond Application for Palmer Miller .00
06/09/17 att Attachments .00
creditability & signature pages
06/09/17 Receipt 497780 60.00
07/05/17 nc Notice of Change of Address of: .00
Ward's Address
08/10/17 6ek eNotice to File Inventory 0010709 .00
09/07/17 6.4 Application to Extend Time to File .00
Inventory
09/07/17 6.5 Entry Extending Time to File Inventory 10/31/2017 5.00
09/07/17 Receipt 502653 5.00
11/13/17 6.0 Inventory 13090.00 7.00
11/13/17 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/13/17 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
11/13/17 Receipt 506009 22.00
12/19/17 15c Application to Release Funds .00
12/19/17 15d Entry Authorizing Release of Funds Suffron 5.00
53.82
12/19/17 cc Certified Copy 1.00
12/19/17 Receipt 507965 6.00
03/12/18 6.b Report of Newly Discovered Assets 7.00
03/12/18 6.be Entry Approving Report of Newly 184509.56 5.00
Assets
03/12/18 cpi Confidential Personal Identifiers .00
03/12/18 1ae Entry Increasing Bond 115000.00 5.00
Oh Casualty
Palmer/Mille
03/12/18 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 412000.00 .00
Palmer/Mille
R Prater
03/12/18 bapm Bond Application for Palmer Miller .00
03/12/18 15c Application to Release Funds .00
03/12/18 15d Entry Authorizing Release of Funds 183623.58 5.00
03/12/18 15c Application to Release Funds .00
03/12/18 15d Entry Authorizing Release of Funds 885.98 5.00
03/12/18 cc Certified Copy 2.00
03/12/18 1ca Application for Attorney Fees 10.00
03/12/18 1cc Consent to Attorney Fees .00
Michael Juhola
03/12/18 fs Fee Schedule .00
03/12/18 morf Magistrate's Order Regarding Fees 3000.00 .00
Michael Juhola
03/12/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/12/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
03/12/18 Receipt 512434 54.00
04/06/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/30/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/30/18 15bn Entry Authorizing Expenditure of Funds 5500.00 5.00
(Non-Custodial)
04/30/18 app Application For Authority To .00
Represent Ward In A Civil Case
04/30/18 Receipt 515311 15.00
04/30/18 e Entry Authorizing Guadian To Represent 5.00
Ward In A Civil Case
Was not docketed or paid for when filed
docketed on 05/15/18
05/10/18 13ek eNotice to File Account 0010709 .00
05/14/18 16ek eNotice to File 0010709 .00
06/12/18 13m Citation to File Account 0010709 fidy 5.00
06/12/18 vcos Certificate of Service for Virtual Mail .00
06/12/18 vcs Virtual Service Mail Sent 5.45
Michael D Juhola 206609
06/18/18 13a Fiduciary's Partial Account 01 22.00
06/18/18 13.1 Receipts and Disbursements .00
06/18/18 13.2 Assets Remaining in Fiduciary's Hands 197736.47 .00
06/18/18 cpi Confidential Personal Identifiers .00
06/18/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/18/18 15bn Entry Authorizing Expenditure of Funds Koorn 5.00
(Non-Custodial) 500.00
06/18/18 1cd Application for Fiduciary Fees 10.00
06/18/18 1cc Consent to Attorney Fees .00
Michael Juhola
06/18/18 fs Fee Schedule .00
06/18/18 morf Magistrate's Order Regarding Fees 2357.21 .00
Koorn
06/18/18 1ca Application for Attorney Fees 10.00
06/18/18 1cc Consent to Attorney Fees .00
Michael Juhola
06/18/18 fs Fee Schedule .00
06/18/18 morf Magistrate's Order Regarding Fees Koorn .00
1800.00
06/18/18 Receipt 517928 72.45
06/19/18 13e Entry Setting Hearing on Account .00
06/29/18 22n Guardian's Report 5.00
06/29/18 soe Statement of Expert Evaluation .00
06/29/18 Receipt 518650 5.00
07/10/18 22ni Investigator Review of Guardian's Report .00
07/30/18 13h Judgment Entry Approving Partial Account .00
09/24/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/24/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
09/24/18 Receipt 523471 15.00
12/18/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/18/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
12/18/18 Receipt 527850 15.00
02/28/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/28/19 att Attachments .00
02/28/19 15bn Entry Authorizing Expenditure of Funds 10000.00 5.00
(Non-Custodial) 234.00/w
TAS
02/28/19 Receipt 531581 15.00
04/26/19 nc Notice of Change of Address of: .00
Ward
04/26/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/26/19 15bn Entry Authorizing Expenditure of Funds 4675.00 5.00
(Non-Custodial) per month
04/26/19 Receipt 534986 15.00
05/21/19 13ek eNotice to File Account 0010709 .00
05/24/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/24/19 15bn Entry Authorizing Expenditure of Funds 13000.00 5.00
(Non-Custodial) BFS
05/24/19 Receipt 536601 15.00
06/04/19 16ek eNotice to File 0010709 .00
06/19/19 13a Fiduciary's Partial Account 02 22.00
06/19/19 13.1 Receipts and Disbursements .00
06/19/19 13.2 Assets Remaining in Fiduciary's Hands 189215.81 .00
06/19/19 ex Extra Pages 1.00
06/19/19 cpi Confidential Personal Identifiers .00
06/19/19 Receipt 538004 23.00
06/20/19 13e Entry Setting Hearing on Account .00
07/17/19 1ca Application for Attorney Fees 10.00
Michael Juhola
07/17/19 1cc Consent to Attorney Fees .00
Michael Juhola
07/17/19 fs Fee Schedule .00
07/17/19 morf Magistrate's Order Regarding Fees 2700.00 .00
07/17/19 1cd Application for Guardian Fees 10.00
Michael Juhola
07/17/19 1cc Consent to Attorney Fees .00
Michael Juhola
07/17/19 fs Fee Schedule .00
07/17/19 morf Magistrate's Order Regarding Fees 4804.25 .00
07/17/19 Receipt 539554 20.00
07/31/19 13h Judgment Entry Approving Partial Account .00
08/05/19 22n Guardian's Report 5.00
08/05/19 22p Annual Guardianship Plan .00
08/05/19 soe Statement of Expert Evaluation .00
08/05/19 Receipt 540633 5.00
08/15/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/20/20 13ek eNotice to File Account 0010709 .00
06/04/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/02/20 1ae Entry Increasing Bond 13000.00 5.00
Seibertkeck
07/02/20 4.2 Fiduciary's Bond 425000.00 .00
Seibertkeck
07/02/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
07/06/20 Receipt 556959 5.00
07/07/20 16ek eNotice to File 0010709 .00
07/14/20 1cd Application for Fiduciary Fees 10.00
Michael D. Juhola
07/14/20 1cc Consent to Attorney Fees .00
Michael D. Juhola
07/14/20 fs Fee Schedule .00
07/14/20 morf Magistrate's Order Regarding Fees 5342.32 .00
07/14/20 1ca Application for Attorney Fees 10.00
Michael D. Juhola
07/14/20 1cc Consent to Attorney Fees .00
Michael D. Juhola
07/14/20 fs Fee Schedule .00
07/14/20 morf Magistrate's Order Regarding Fees 1125.00 .00
07/14/20 cpi Confidential Personal Identifiers .00
07/14/20 13a Fiduciary's Partial Account 03 22.00
07/14/20 13.1 Receipts and Disbursements .00
07/14/20 13.2 Assets Remaining in Fiduciary's Hands 192009.63 .00
07/14/20 Receipt 557368 42.00
07/15/20 13e Entry Setting Hearing on Account .00
07/15/20 Pay out made through bookkeeper # 0000065489 .00
ACCT #: 000000000209 10.00
08/25/20 13h Judgment Entry Approving Partial Account .00
09/03/20 22n Guardian's Report 5.00
09/03/20 22p Annual Guardianship Plan .00
09/03/20 soe Statement of Expert Evaluation .00
09/03/20 att Attachments .00
09/03/20 22ni Investigator Review of Guardian's Report .00
09/03/20 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/03/20 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
09/08/20 Receipt 560009 10.00
09/29/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/29/20 15bn Entry Authorizing Expenditure of Funds 3960.00 5.00
(Non-Custodial) 1000.00
09/29/20 Receipt 561059 15.00
09/29/20 nc Notice of Change of Address of: .00
10/15/20 adl Additional Letters of Authority 2.00
03/15/21 cb COST BILL .00
03/15/21 02 Forms 10.00
03/15/21 03 Docketing & Index 15.00
03/15/21 04 Computerized Legal Research 3.00
03/15/21 05 Computer Fee 10.00
03/15/21 07 Legal Aid Trust Fund 26.00
03/15/21 08 Dispute Resolution Fund 15.00
03/15/21 16 Special Projects Fund 15.00
03/15/21 gi Guardianship Investigator's Expense 75.00
03/15/21 17.0 Application for Appointment of Guardian 20.00
03/15/21 ge Entry Setting Hearing 04/12/2021 .00
via zoom 3:00 PM
03/15/21 eb Exhibit A .00
03/15/21 15.0 Next of Kin .00
03/15/21 15.1 Waiver of Notice .00
Margaret Woelfel
03/15/21 15.2 Guardian - Fiduciary's Acceptance .00
03/15/21 15.3 Affidavit of Additional Information .00
03/15/21 15.4 Guardian's Credibility Application .00
03/15/21 17ca Change of Address Information for .00
Guardianships
03/15/21 16.1 Affidavit of Custody .00
03/15/21 15.8 Adult Guardianship Service Information .00
03/15/21 cc Certified Copy 1.00
03/15/21 Receipt 568985 129.00
03/16/21 11a Resignation of Fiduciary 5.00
Michael D Juhola
03/16/21 11e Entry Accepting Resignation Upon the Stone 5.00
Appointment of a Successor Fiduciary
03/30/21 bcr Background Check Received .00
Margaret Woelfel (BCI)
04/05/21 17.8 Investigator's Report .00
04/05/21 cos Certificate of Service 18.50
04/05/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/08/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/08/21 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial)
04/08/21 Receipt 570250 15.00
04/12/21 dr Digital Record of Hearing SNS .00
04/12/21
Zoom
04/15/21 cb COST BILL .00
04/15/21 igf Indigent Guardianship Fund 30.00
04/15/21 adl Additional Letters of Authority 2.00
04/15/21 17d Magistrate's Decision Sugar .00
-Margaret Woelfel is appt successor of
person of Bradford Woelfel. Mr. Juhola
shall continue serve as guard of estate.
04/15/21 17b Notice To Attorneys and Parties .00
04/15/21 17c Findings of Fact .00
04/15/21 17n Entry Adopting Magistrate's Decision SS 5.00
04/15/21 cos Certificate of Service .00
04/15/21 15.5 Entry Appointing Guardian, Letter of SS 5.00
Authority
WOELFEL, MARGARET (fidy)
04/15/21 al Amended Letters of Authority 2.00
04/15/21 15.9 Oath of Guardian .00
04/16/21 Receipt 570601 135.50
04/19/21 15.9 Oath of Guardian .00
04/19/21 rgg Receipt of guardianship guide .00
04/19/21 app Application to place will on deposit .00
04/19/21 10.0 Application to Distribute in Kind .00
04/19/21 10b Consent to Distribution of Property .00
Bradford B. Woelfel
Margaret A. Woelfel
04/19/21 att Agreement Among Beneficiaries Regarding .00
IN-Kind Distributions
04/19/21 10e Entry Approving Distribution in Kind AAC 5.00
04/19/21 Receipt 570758 5.00
04/21/21 Pay out made through bookkeeper # 0000068197 .00
ACCT #: 000000000209 5.00
05/19/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/15/21 13ek eNotice to File Account 0010709 .00
08/04/21 16ek eNotice to File 0010709 .00
08/13/21 1ca Application for Attorney Fees 10.00
Michael D Juhola
08/13/21 1cc Consent to Attorney Fees .00
Michael D Juhola
08/13/21 fs Fee Schedule .00
08/13/21 morf Magistrate's Order Regarding Fees 3375.00 .00
08/13/21 1cd Application for Fiduciary Fees 10.00
Michael D Juhola
08/13/21 fs Fee Schedule .00
08/13/21 morf Magistrate's Order Regarding Fees 7554.78 .00
08/13/21 1ae Entry Increasing Bond 657000.00 5.00
Seibertkeck
08/13/21 4.2 Fiduciary's Bond/OH Casualty Ins Co 1082000.00 .00
Seibertkeck
R Kendralla
08/13/21 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
08/13/21 cpi Confidential Personal Identifiers .00
08/13/21 13a Fiduciary's Partial Account 04 22.00
JUHOLA, MICHAEL D. (fidy)
08/13/21 13.1 Receipts and Disbursements .00
08/13/21 13.2 Assets Remaining in Fiduciary's Hands 495507.85 .00
08/13/21 Receipt 576393 47.00
08/16/21 13e Entry Setting Hearing on Account .00
08/16/21 Pay out made through bookkeeper # 0000069314 .00
ACCT #: 000000000209 6.00
08/27/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/27/21 15bn Entry Authorizing Expenditure of Funds 23929.46 5.00
(Non-Custodial)
08/27/21 Receipt 577058 15.00
09/27/21 13h Judgment Entry Approving Partial Account .00
10/26/21 22n Guardian's Report 5.00
JUHOLA, MICHAEL D. (fidy)
10/26/21 22p Annual Guardianship Plan .00
10/26/21 Receipt 579842 5.00
03/16/22 16k Notice to File Sent To fidy 1.00
03/30/22 22n Guardian's Report 5.00
WOELFEL, MARGARET (fidy)
03/30/22 22ni Investigator Review of Guardian's Report .00
03/30/22 Receipt 587565 5.00
07/18/22 13ek eNotice to File Account 0010709 .00
08/10/22 1b Application to Reduce Bond 5.00
08/10/22 1be Entry to Reduce Bond 944000.00 5.00
OhioCasualty
08/10/22 cpi Confidential Personal Identifiers .00
08/10/22 1ca Application for Attorney Fees 10.00
Michael D Juhola
08/10/22 1cc Consent to Attorney Fees .00
08/10/22 fs Fee Schedule .00
08/10/22 morf Magistrate's Order Regarding Fees 1500.00 .00
08/10/22 1cd Application for Fiduciary Fees 10.00
Michael D. Juhola
08/10/22 1cc Consent to Attorney Fees .00
08/10/22 fs Fee Schedule .00
08/10/22 morf Magistrate's Order Regarding Fees 7869.16 .00
08/10/22 13a Fiduciary's Partial Account 05 22.00
JUHOLA, MICHAEL D. (fidy)
08/10/22 13.1 Receipts and Disbursements .00
08/10/22 13.2 Assets Remaining in Fiduciary's Hands 410283.58 .00
08/10/22 ex Extra Pages 2.00
08/10/22 Receipt 594131 55.00
08/11/22 13e Entry Setting Hearing on Account .00
09/21/22 13h Judgment Entry Approving Partial Account .00
09/27/22 16ek eNotice to File 0010709 .00
12/19/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/03/23 16k Notice to File Sent To fidy 1.00
04/06/23 22n Guardian's Report 5.00
WOELFEL, MARGARET (fidy)
04/07/23 Receipt 605957 5.00
04/14/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/14/23 15bn Entry Authorizing Expenditure of Funds 5897.00 5.00
(Non-Custodial) 1500.00
1142.00
300.00
04/14/23 Receipt 606323 15.00
04/19/23 22ni Investigator Review of Guardian's Report .00
07/11/23 13ek eNotice to File Account 0010709 .00
10/12/23 cpi Confidential Personal Identifiers .00
10/12/23 1ae Entry Increasing Bond 58000.00 5.00
OH Casualty
10/12/23 4.2 Fiduciary's Bond 1002000.00 .00
OH Casualty
10/12/23 poa Power of Attorney .00
10/12/23 1ca Application for Attorney Fees 10.00
Michael D Juhola
10/12/23 1cc Consent to Attorney Fees .00
Michael D Juhola
10/12/23 fs Fee Schedule .00
10/12/23 morf Magistrate's Order Regarding Fees 1500.00 .00
10/12/23 1cd Application for Fiduciary Fees 10.00
Michael D Juhola
10/12/23 1cc Consent to Attorney Fees .00
Michael D Juhola
10/12/23 fs Fee Schedule .00
10/12/23 morf Magistrate's Order Regarding Fees 6156.02 .00
10/12/23 13a Fiduciary's Partial Account 06 22.00
JUHOLA, MICHAEL D. (fidy)
10/12/23 13.1 Receipts and Disbursements .00
10/12/23 13.2 Assets Remaining in Fiduciary's Hands 432214.79 .00
10/12/23 ex Extra Pages 1.00
10/12/23 Receipt 615357 44.00
10/13/23 13e Entry Setting Hearing on Account .00
10/19/23 Receipt 615723 5.00
11/24/23 13h Judgment Entry Approving Partial Account .00
11/30/23 mo Magistrate's Order 12/27/2023 5.00
-Mr Johola is ORDERED to file statements 9:00 AM
reflecting transaction history withing
two weeks of this order & ORDERED to
11/30/23 ex return all guardianship funds trnsfrd to .00
M Jarvis ASAP. Hearing set to consider
Mr Juhola's removal as Fiduciary.
11/30/23 eb Exhibit A .00
11/30/23 cos Certificate of Service .00
11/30/23 1r Order to Serve Copy of Mag Order to .00
Michael D Juhola
12/01/23 1r Order to Serve MO to Michael D Juhola .00
12/01/23 ros Return of Service .00
Bailiff Baker served Michael D Juhola on
12/01/2023
12/04/23 mo Magistrate's Order MCD 5.00
-Hereby ORDERED Huntington National Bank
Place a General Block on any Payments
out of Guardianship Money Market Acct
12/04/23 ex Ending in 2962 & Checking Acct 9401 .00
Initiated on or after date this order
is filed; However Court Authorizes any
Payments Specifically to MayFair Village
12/04/23 cos Certificate of Service .00
12/04/23 eb Exhibit A .00
12/13/23 mo Magistrate's Order MCD 5.00
-This court AUTHORIZES a payment from
the guardianship checking acct. #9401 to
Mayfair Village for $4,722.00
12/13/23 cos Certificate of Service .00
12/13/23 cc Certified Copy 1.00
12/15/23 Receipt 618511 16.00
12/18/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/21/23 cor Correspondence Received (NOT EVIDENCE) .00
12/27/23 dr Digital Record of Hearing MCD .00
12/27/2023 / 22A
9:01:30am-9:27:01am
01/05/24 15.5 Entry Appointing Guardian, Letter of LTD/INT 5.00
Authority
PATTON, KELLY C. (fidy)
01/05/24 15.9 Oath of Guardian .00
01/05/24 17d Magistrate's Decision Duffy .00
Kelly C. Patton shall be appointed
successor guardian of the estate upon
her application, posting bond $865,000
01/05/24 ex Extra Pages .00
notice to the ward and hearing on
Ms. Patton's application set for 01/18/2024
10:00 a.m.
01/05/24 eb Exhibit A .00
zoom invite
01/05/24 17n Entry Adopting Magistrate's Decision Judge Mackey 5.00
01/05/24 cos Certificate of Service .00
01/05/24 e Entry Appointing Interim Guardian Mackey 5.00
01/05/24 cos Certificate of Service .00
01/08/24 mo Magistrate's Order MCD 5.00
-Huntington National Bank is ORDERED to
Release all Info Regarding Guard MM Acct
#2962 & Acct #9401 to Ms Patton. 1
01/08/24 cos Certificate of Service .00
01/12/24 02 Forms 10.00
01/12/24 03 Docketing & Index 15.00
01/12/24 04 Computerized Legal Research 3.00
01/12/24 05 Computer Fee 10.00
01/12/24 07 Legal Aid Trust Fund 26.00
01/12/24 08 Dispute Resolution Fund 15.00
01/12/24 16 Special Projects Fund 15.00
01/12/24 gi Guardianship Investigator's Expense 75.00
01/12/24 cb COST BILL .00
01/12/24 17.0 Application for Appointment of Guardian 20.00
Kelly C. Patton
01/12/24 15.0 Next of Kin .00
01/12/24 15.1 Waiver of Notice .00
Margaret Woelfel
01/12/24 15.2 Guardian - Fiduciary's Acceptance .00
01/12/24 15.3 Affidavit of Additional Information .00
01/12/24 15.4 Guardian's Credibility Application .00
01/12/24 15.8 Adult Guardianship Service Information .00
01/12/24 16.1 Affidavit of Custody .00
01/12/24 17ca Change of Address Information for .00
Guardianships
01/12/24 4.2B Proposed Bond Documents .00
01/12/24 ge Entry Setting Hearing 01/18/2024 .00
10:00 a.m.
01/12/24 eb Exhibit A .00
Zoom invite (MCD rolling invite)
01/12/24 Receipt 619789 189.00
01/17/24 17.8 Investigator's Report .00
01/17/24 cos Certificate of Service Kincaid 18.50
01/18/24 dr Digital Record of Hearing MCD .00
01/18/2024 / Zoom
01/19/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/19/24 igf Indigent Guardianship Fund 30.00
01/19/24 adl Additional Letters of Authority 2.00
01/19/24 cb COST BILL .00
01/19/24 17d Magistrate's Decision Duffy .00
Accordingly, Kelly C. Patton be
appointed successor guardian of the
estate of Bradford Woelfel.
01/19/24 ex Extra Pages .00
Bond is set at $865,000.00
01/19/24 17b Notice To Attorneys and Parties .00
01/19/24 17c Findings of Fact .00
01/19/24 17n Entry Adopting Magistrate's Decision 5.00
01/19/24 cos Certificate of Service .00
01/19/24 15.5 Entry Appointing Guardian, Letter of LTD/INT 5.00
Authority
PATTON, KELLY C. (fidy)
01/19/24 15.9 Oath of Guardian .00
01/19/24 4.2 Fiduciary's Bond 865000.00 .00
RLI
01/19/24 15d Entry Authorizing Release of Funds 5.00
01/19/24 cc Certified Copy 1.00
01/19/24 Receipt 620058 86.50
01/24/24 2.1 Notice of Filing .00
01/24/24 cos Certificate of Service .00
01/24/24 att Attachments .00
01/29/24 15c Application to Release Funds to Guardian .00
01/29/24 15d Entry Authorizing Release of Funds 32385.26 5.00
Thrivent Life Ins 820
01/29/24 att Attachments .00
01/29/24 15c Application to Release Funds to Guardian .00
01/29/24 15d Entry Authorizing Release of Funds 44854.49 5.00
Equity Trust Co IRA acct 4181
01/29/24 att Attachments .00
01/29/24 15c Application to Release Funds to Guardian .00
01/29/24 15d Entry Authorizing Release of Funds 174546.05 5.00
Jackson Nat Life Ins Co 6561
01/29/24 att Attachments .00
01/29/24 cc Certified Copy 3.00
01/29/24 Receipt 620438 18.00
02/08/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/08/24 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
02/08/24 Receipt 621075 15.00
02/27/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/27/24 15bn Entry Authorizing Expenditure of Funds 4200/month 5.00
(Non-Custodial)
02/27/24 Receipt 622033 15.00
03/11/24 16ek eNotice to File 0010709 .00
03/25/24 15c Application to Release Funds to Guardian .00
03/25/24 15d Entry Authorizing Release of Funds MCD 5.00
03/25/24 cc Certified Copy 1.00
03/25/24 Receipt 623306 6.00
04/01/24 1e Entry Setting Hearing 05/14/2024 5.00
Guardian's sixth and Final account 9:00 AM
JUHOLA, MICHAEL D. (fidy)
04/01/24 eb Exhibit .00
Zoom Hearing
04/01/24 13.0 Fiduciary's Final Account 07 22.00
JUHOLA, MICHAEL D. (fidy)
04/01/24 13.1 Receipts and Disbursements .00
04/01/24 ex Extra Pages 1.00
04/01/24 Receipt 623744 23.00
04/02/24 13e Entry Setting Hearing on Account .00
04/04/24 misc Statement Regarding Equity Trust .00
-Michael D. Juhola
04/09/24 cos Certificate of Service .00
04/29/24 rc Resignation of Counsel .00
04/29/24 rce Entry Approving Resignation of Counsel 5.00
Michael Juhola
04/29/24 Receipt 625181 10.00
04/30/24 Pay out made through bookkeeper # 0000079297 .00
ACCT #: 000000000209 5.00
05/10/24 eac Entry Appointing Counsel 0072058 5.00
05/10/24 22n Guardian's Report 5.00
WOELFEL, MARGARET (fidy)
05/10/24 22p Annual Guardianship Plan .00
05/13/24 ref No Refund Issued: $1.00 or less 1.00
05/13/24 Receipt 625876 6.00
05/15/24 cos Certificate of Service .00
05/15/24 e Entry Approving Account MCD 5.00
05/15/24 cos Certificate of Service .00
05/15/24 22ni Investigator Review of Guardian's Report .00
05/16/24 l LETTER:Cover Letter. 05/10/2024 .00
05/16/24 1ae Entry Increasing Bond 95550.00 5.00
RLI
05/16/24 4.2 Fiduciary's Bond 960550.00 .00
CBS
05/16/24 bacb Bond Application for CBS Agency .00
05/16/24 poa Power of Attorney RLI .00
05/16/24 6.b Report of Newly Discovered Assets 7.00
05/16/24 6.be Entry Approving Report of Newly 92904.49 5.00
Assets
05/21/24 15c Application to Release Funds to Guardian .00
05/21/24 15d Entry Authorizing Release of Funds 48050.00 5.00
Huntington Nat Bank Acct 9900
05/21/24 cc Certified Copy 1.00
05/21/24 Receipt 626364 23.00
05/31/24 13i Judgment Entry Approving Final Account .00
08/29/24 nc Notice of Change of Address of: .00
guardian
12/04/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/10/24 Receipt 636412 10.00
12/19/24 13k Notice to File Account 0072058 1.00
01/17/25 l LETTER: .00
Cover Letter
01/17/25 13n Application to Extend Time to File .00
Account
01/17/25 13o Entry Extending Time to File Account 02/21/2025 5.00
PATTON, KELLY C. (fidy)
01/17/25 Receipt 638208 6.00
02/26/25 l LETTER:Cover Letter. 02/19/2025. .00
02/26/25 1ae Entry Increasing Bond 417110.00 5.00
RLI
02/26/25 4.2 Fiduciary's Bond 1377660.00 .00
CBS
02/26/25 bacb Bond Application for CBS Agency .00
02/26/25 poa Power of Attorney RLI .00
02/26/25 1ca Application for Attorney Fees 10.00
Kelly C. Patton. 10340.00
744.56
02/26/25 1cc Consent to Attorney Fees 10340.00 .00
744.56
02/26/25 fs Fee Schedule .00
02/26/25 morf Magistrate's Order Regarding Fees 10340.00 .00
744.56
02/26/25 1cd Application for Fiduciary Fees 10.00
Kelly C. Patton. 6816.76
0.00
02/26/25 1cc Consent to Attorney Fees 6816.76 .00
0.00
02/26/25 fs Fee Schedule .00
02/26/25 morf Magistrate's Order Regarding Fees 6816.76 .00
0.00
02/26/25 13a Fiduciary's Partial Account 01 22.00
PATTON, KELLY C. (fidy)
02/26/25 13.1 Receipts and Disbursements .00
02/26/25 13.2 Assets Remaining in Fiduciary's Hands 620027.50 .00
02/26/25 ex Extra Pages 7.00
02/26/25 Receipt 640325 54.00
02/27/25 13e Entry Setting Hearing on Account .00
04/09/25 13h Judgment Entry Approving Partial Account .00
04/14/25 16k Notice to File 0072058 1.00
06/12/25 22n Guardian's Report 5.00
WOELFEL, MARGARET (fidy)
06/12/25 22p Annual Guardianship Plan .00
06/12/25 22p Annual Guardianship Plan .00
06/12/25 Receipt 646185 6.00
06/16/25 22ni Investigator Review of Guardian's Report .00
09/05/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/05/25 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
09/05/25 Receipt 650715 15.00
10/10/25 misc Certificate of Participation .00
Margaret Woelfel
10/29/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/29/25 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
10/29/25 Receipt 653912 15.00
10/29/25 mo Magistrate's Order 5.00
10/29/25 mmre Motion to Transfer to More Restrictive .00
Environment
01/09/26 50m Application to Terminate 10.00
Person and Estate
01/09/26 50p Entry Terminating and Ordering Final 03/13/2026 5.00
Account MCD
PATTON, KELLY C. (fidy)
01/09/26 dc Death Certificate 11/27/2025 .00
Bradford Bruce Woelfel
01/09/26 Receipt 657725 20.00
03/13/26 13k Notice to File Account 0072058 1.00
03/20/26 13.0 Fiduciary's Final Account 02 34.00
PATTON, KELLY C. (fidy)
03/20/26 1cd Application for Fiduciary Fees 10.00
03/20/26 1ce Entry Approving Fiduciary Fees 11787.01 .00
03/20/26 1ca Application for Attorney Fees 15.00
03/20/26 fs Fee Schedule .00
03/20/26 1cb Entry Approving Attorney Fees 9707.50 .00
210.22
03/20/26 Receipt 661903 60.00
03/23/26 13e Entry Setting Hearing on Account .00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/04/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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