Case Docket

Case Number: 585966  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE/L  PERSON AND ESTATE/LIMITED
Name : MASON, MADELINE R.
AKA :

Date Code Description Reference Receipt Cost
07/07/17 01 Case Number (Daily Reporter) 10.00
07/07/17 02 Forms 10.00
07/07/17 03 Docketing & Index 15.00
07/07/17 04 Computerized Legal Research 3.00
07/07/17 05 Computer Fee 10.00
07/07/17 07 Legal Aid Trust Fund 26.00
07/07/17 08 Dispute Resolution Fund 15.00
07/07/17 gi Guardianship Investigator's Expense 75.00
07/07/17 16 Special Projects Fund 15.00
07/07/17 m Motion To Expedite Hearing .00
07/07/17 1e Entry Setting Hearing 07/24/2017 5.00
10:00 am
07/07/17 15.8 Adult Guardianship Service Information .00
07/07/17 cb COST BILL .00
07/07/17 wc - Jacqueline R. Pettiford 22.00
WebCheck Fingerprinting
07/07/17 17.0 Application for Appointment of Guardian 20.00
07/07/17 15.0 Next of Kin .00
07/07/17 15.1 Waiver of Notice .00
Jacqueline Pettiford
07/07/17 15.2 Guardian - Fiduciary's Acceptance .00
07/07/17 16.1 Affidavit of Custody .00
07/07/17 15.3 Affidavit of Additional Information .00
07/07/17 15.4 Guardian's Credibility Application .00
07/07/17 17ca Change of Address Information for .00
Guardianships
07/07/17 psoe Statement of Expert Evaluation .00
07/07/17 dl Copy of Driver's License of: .00
Jacqueline Pettiford
07/07/17 misc Miscellaneous Filing .00
07/07/17 Receipt 499237 226.00
07/07/17 2y Notice of Hearing .00
07/07/17 vgcs Guardianship: Virtual Service Mail Sent 5.35
Chillicothe Correctional Inst 160697
07/07/17 cos Certificate of Service .00
07/10/17 fn Fingerprint Return No Hit .00
- Jacqueline R Pettiford
07/21/17 17.8 Investigator's Report .00
07/21/17 cos Certificate of Service 16.50
07/21/17 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/24/17 cb COST BILL .00
07/24/17 igf Indigent Guardianship Fund 30.00
07/24/17 adl Additional Letters of Authority 2.00
07/24/17 17d Magistrate's Decision Stone .00
Jacqueline R Pettiford be appointed
guardian of the person of Madeline R.
Mason. $40,000.00 bond.
07/24/17 17b Notice To Attorneys and Parties .00
07/24/17 17c Findings of Fact .00
07/24/17 17n Entry Adopting Magistrate's Decision 5.00
07/24/17 cos Certificate of Service .00
07/24/17 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
PETTIFORD, JACQUELINE R. (fidy)
07/24/17 15.9 Oath of Guardian .00
07/24/17 rgg Receipt of guardianship guide .00
07/24/17 15.1 Waiver of Notice .00
Patricia N Pettiford
07/24/17 Receipt 500074 63.85
07/25/17 dr Digital Record of Hearing TAS .00
07/24/2017 / hearing room 22 E
Time:10:15:38 am - 10:53:43 am
08/03/17 vcr Virtual Service Returned .00
CCI 160697
08/15/17 50k Application to Amend Letters of .00
Authority
08/15/17 nc Notice of Change of Address of: .00
Madeline Mason
08/15/17 al Amended Letters of Authority .00
08/15/17 cc Certified Copy 1.00
08/15/17 Receipt 501312 1.00
08/15/17 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
08/15/17 16b Entry Ordering Deposit of Assets JP MORG/CHAS 5.00
In Lieu of Bond 1100.00
001
08/15/17 16b Entry Ordering Deposit of Assets JP MORG/CHAS .00
In Lieu of Bond 250.00
002
08/15/17 16b Entry Ordering Deposit of Assets JP MORG/CHAS .00
In Lieu of Bond 800.00
003
08/15/17 cc Certified Copy 1.00
08/15/17 Receipt 501329 6.00
08/15/17 50l Entry Amending Letters of Authority 5.00
09/07/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/07/17 15b Entry Authorizing Expenditure of Funds 861.73 .00
(Custodial)
09/07/17 Receipt 502686 21.00
09/12/17 16c Verification of Receipt or Deposit JP MORG/CHAS .00
250.00
002 Y
09/12/17 16c Verification of Receipt or Deposit JP MORG/CHAS .00
790.94
003 Y
09/15/17 15a Application for Authority to Expend 348.05 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/15/17 att Attachments .00
09/15/17 ex Extra Pages 1.00
09/15/17 Receipt 503121 17.00
09/21/17 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
09/29/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/29/17 15b Entry Authorizing Expenditure of Funds 1121.17 .00
(Custodial)
09/29/17 att Attachments .00
09/29/17 ex Extra Pages 12.00
09/29/17 Receipt 503848 28.00
10/24/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/24/17 att Attachments 2.00
10/24/17 Receipt 505128 18.00
11/01/17 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
12/05/17 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/05/17 15b Entry Authorizing Expenditure of Funds $350.00 .00
(Custodial) 894.04
12/05/17 Receipt 507152 16.00
02/13/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/13/18 att Attachments .00
02/13/18 15b Entry Authorizing Expenditure of Funds $432.00 .00
(Custodial)
02/13/18 Receipt 510769 16.00
04/06/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/23/18 15a Application for Authority to Expend 1701.86 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/23/18 att Attachments 6.00
04/23/18 Receipt 514868 22.00
04/26/18 15b Entry Authorizing Expenditure of Funds See Attach .00
(Custodial)
04/26/18 l LETTER: To Probate Court From Amy J. .00
Schill
05/21/18 13r Custodial Year End Report 2017 JP MORG/CHAS .00
5212.08
06/19/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/19/18 att Attachments .00
06/19/18 15b Entry Authorizing Expenditure of Funds 936.92 .00
(Custodial)
06/19/18 15b Entry Authorizing Expenditure of Funds 0.00 .00
(Custodial) amended
06/19/18 Receipt 518047 16.00
06/26/18 16k Notice to File Sent To fidy 1.00
07/31/18 15a Application for Authority to Expend 1486.89 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/31/18 att Attachments .00
07/31/18 15b Entry Authorizing Expenditure of Funds 1486.89 .00
(Custodial) MCD
07/31/18 ex Extra Pages 2.00
07/31/18 Receipt 520403 19.00
08/23/18 15a Application for Authority to Expend 1895.34 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/23/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
08/23/18 att Attachments .00
08/23/18 22n Guardian's Report 5.00
08/23/18 soe Statement of Expert Evaluation .00
08/23/18 Receipt 521804 21.00
08/27/18 l LETTER:To Ms.Pettiford From Maureen C. .00
Duffy
08/28/18 22ni Investigator Review of Guardian's Report .00
09/04/18 cor Correspondence Received (NOT EVIDENCE) .00
11/02/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/02/18 att Attachments .00
11/02/18 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
11/02/18 Receipt 525533 16.00
12/12/18 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/12/18 15b Entry Authorizing Expenditure of Funds 220.00 .00
(Custodial) 16.00
12/12/18 Receipt 527512 16.00
12/12/18 nc Notice of Change of Address of: .00
Madeline R. Mason
Jacqueline Pettiford
03/07/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/07/19 att Attachments .00
03/07/19 Receipt 532051 16.00
03/07/19 nc Notice of Change of Address of: .00
Ward and Guardian
03/13/19 15b Entry Authorizing Expenditure of Funds 235.22/m .00
(Custodial) 355.56
MCD
03/21/19 15b Entry Authorizing Expenditure of Funds amended .00
(Custodial)
05/30/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/30/19 att Attachments .00
05/30/19 Receipt 536889 16.00
06/12/19 15b Entry Authorizing Expenditure of Funds 5690.93 .00
(Custodial)
07/24/19 16k Notice to File Sent To fidy 1.00
08/16/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/13/19 22n Guardian's Report 5.00
09/13/19 soe Statement of Expert Evaluation .00
09/13/19 22ni Investigator Review of Guardian's Report .00
09/13/19 Receipt 542980 6.00
09/25/19 13r Custodial Year End Report 2018 JP MORG/CHAS .00
15367.96
11/04/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/04/19 15b Entry Authorizing Expenditure of Funds 1016.00 .00
(Custodial)
11/04/19 Receipt 545686 16.00
02/20/20 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/20/20 att Attachments .00
02/20/20 15b Entry Authorizing Expenditure of Funds 3437.00 .00
(Custodial) monthly
1500.00
one time
02/20/20 Receipt 551511 16.00
06/05/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/18/20 13r Custodial Year End Report 2019 JP MORG/CHAS .00
14303.65
08/17/20 16k Notice to File Sent To fidy 1.00
10/15/20 22n Guardian's Report 5.00
10/15/20 soe Statement of Expert Evaluation .00
10/15/20 22ni Investigator Review of Guardian's Report .00
10/15/20 l LETTER: .00
Balance due $6.00
11/16/20 Receipt 563382 6.00
01/21/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
01/21/21 16b Entry Ordering Deposit of Assets JP MORG/CHAS 5.00
In Lieu of Bond 780.00
004
01/21/21 cc Certified Copy 1.00
01/21/21 Receipt 566085 6.00
02/24/21 nc Notice of Change of Address of: .00
Madeline R. Mason
Jacquline N. Pettiford
02/25/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/25/21 15b Entry Authorizing Expenditure of Funds 1784.06 mth .00
(Custodial) 150.00 one
time
02/25/21 att Attachments .00
02/25/21 Receipt 568002 16.00
04/30/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/30/21 1e Entry Setting Remote Hearing 05/05/2021 5.00
-app for Authority to expend funds filed 10:30 AM
4/29/21
04/30/21 eb Exhibit .00
04/30/21 cos Certificate of Service .00
05/03/21 Receipt 571383 16.00
05/05/21 15b Entry Authorizing Expenditure of Funds 750.00/mnth .00
(Custodial) 780.00
05/12/21 mo Magistrate's Order Approving App for Duffy .00
Authority to Expend Funds
-Monthly expenditure will expire on
12/31/2021
05/12/21 cos Certificate of Service .00
05/19/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/16/21 16k Notice to File Sent To fidy 1.00
10/18/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/18/21 att Attachments .00
10/18/21 Receipt 579447 16.00
10/26/21 15b Entry Authorizing Expenditure of Funds 7387.56 .00
(Custodial)
11/16/21 Receipt 580877 6.00
11/16/21 22n Guardian's Report 5.00
11/16/21 soe Statement of Expert Evaluation .00
11/16/21 22ni Investigator Review of Guardian's Report .00
11/16/21 Receipt 580921 5.00
11/17/21 Pay out made through bookkeeper # 0000070330 .00
ACCT #: 000000000209 1.00
11/18/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/18/21 att Attachments .00
11/18/21 15b Entry Authorizing Expenditure of Funds 355.60 .00
(Custodial) 363.50/mnth
600.00/mnth
11/18/21 Receipt 581059 16.00
11/19/21 13r Custodial Year End Report 2020 JP MORG/CHAS .00
3134.90
01/11/22 15b Entry Authorizing Expenditure of Funds AMENDED .00
(Custodial) 263.50
355.60
01/25/22 13r Custodial Year End Report 2021 JP MORG/CHAS .00
6283.02
05/06/22 16c Verification of Receipt or Deposit JP MORG/CHAS .00
780.00
004 Y
10/17/22 16k Notice to File Sent To fidy 1.00
10/25/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/25/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
10/25/22 16b Entry Ordering Deposit of Assets JP MORG/CHAS 5.00
In Lieu of Bond 159.11
005
10/25/22 cc Certified Copy 1.00
10/25/22 Receipt 597995 23.00
10/26/22 Pay out made through bookkeeper # 0000073810 .00
ACCT #: 000000000209 10.00
11/07/22 15b Entry Authorizing Expenditure of Funds 274.00/mnth .00
(Custodial) 720.00/mnth
526.83
12/19/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/22/22 22n Guardian's Report 5.00
12/22/22 soe Statement of Expert Evaluation .00
12/22/22 6 Application for Family Allowance 6.00
12/28/22 22ni Investigator Review of Guardian's Report .00
12/29/22 ref No Refund Issued: $1.00 or less 1.00
12/29/22 Receipt 600956 6.00
04/12/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/12/23 att Attachments .00
04/12/23 Receipt 606214 16.00
04/18/23 15b Entry Authorizing Expenditure of Funds 1280.00 .00
(Custodial) 640.00
291.75
05/16/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/16/23 Receipt 607947 22.00
05/18/23 15b Entry Authorizing Expenditure of Funds 640.00 .00
(Custodial) 1280.00
07/05/23 13r Custodial Year End Report 2022 JP MORG/CHAS .00
21390.21
11/27/23 16k Notice to File Sent To fidy 1.00
12/19/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/04/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/04/24 att Attachments .00
01/04/24 Receipt 619310 17.00
01/23/24 22n Guardian's Report 5.00
01/23/24 soe Statement of Expert Evaluation .00
01/24/24 Receipt 620273 5.00
01/25/24 Pay out made through bookkeeper # 0000078425 .00
ACCT #: 000000000209 11.00
02/06/24 15b Entry Authorizing Expenditure of Funds 245.22 .00
(Custodial) 720/month
02/06/24 att Attachments .00
02/12/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/12/24 cc Certified Copy 1.00
02/12/24 Receipt 621293 17.00
02/21/24 15b Entry Authorizing Expenditure of Funds 245.22 .00
(Custodial) 720.00/month
AMENDED
02/29/24 13r Custodial Year End Report 2023 JP MORG/CHAS .00
24796.23
03/01/24 15b Entry Authorizing Expenditure of Funds 1280/month .00
(Custodial)
06/04/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/04/24 att Attachments .00
06/04/24 15b Entry Authorizing Expenditure of Funds 548.24 .00
(Custodial) 40.88
100.00
420.00
06/04/24 Receipt 626991 16.00
06/05/24 Pay out made through bookkeeper # 0000079650 .00
ACCT #: 000000000209 3.00
07/29/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/29/24 att Attachments .00
07/29/24 Receipt 629675 16.00
08/05/24 15b Entry Authorizing Expenditure of Funds 568.42 .00
(Custodial)
12/10/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/23/24 16k Notice to File Sent To fidy 1.00
01/22/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/22/25 Receipt 638429 17.00
01/28/25 15b Entry Authorizing Expenditure of Funds 750.00/month .00
(Custodial) 1280.00/mnth
02/20/25 22n Guardian's Report 5.00
02/20/25 soe Statement of Expert Evaluation .00
02/20/25 Receipt 639917 5.00
02/20/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/20/25 att Attachments .00
02/20/25 cc Certified Copy 1.00
02/20/25 Receipt 639918 17.00
02/21/25 Pay out made through bookkeeper # 0000082041 .00
ACCT #: 000000000209 12.00
03/11/25 15b Entry Authorizing Expenditure of Funds 662.89 .00
(Custodial)
10/01/25 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
10/01/25 16b Entry Ordering Deposit of Assets JP MORG/CHAS 5.00
In Lieu of Bond 3237.50
006
10/01/25 Receipt 652175 5.00
10/01/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/01/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
10/01/25 eb Exhibit .00
10/01/25 Receipt 652208 16.00
11/20/25 13r Custodial Year End Report 2025 JP MORG/CHAS .00
22484.46
01/15/26 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/15/26 15b Entry Authorizing Expenditure of Funds $1500 .00
(Custodial) MONTHLY
01/15/26 nc Notice of Change of Address of: .00
01/15/26 Receipt 658130 16.00
01/20/26 16k Notice to File Sent To fidy 1.00
03/17/26 22n Guardian's Report 2026 5.00
03/17/26 misc Guardian's Report 2026 .00
03/17/26 misc Guardian's Report 2026 .00
03/17/26 Receipt 661626 6.00
03/18/26 CGF Guardians Report 2026 .00
Page 3 (signed)
03/20/26 22ni Investigator Review of Guardian's Report .00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/08/26 l LETTER: to Jacqueline R Pettiford .00
04/08/26 soe Statement of Expert Evaluation 1st pg .00
04/08/26 soe Statement of Expert Evaluation 2nd pg .00
04/08/26 soe Statement of Expert Evaluation 3rd pg .00
04/08/26 soe Statement of Expert Evaluation 4th pg .00
05/04/26 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/04/26 15b Entry Authorizing Expenditure of Funds $531.20 .00
(Custodial) $981.74
$490.87
$561.93
05/04/26 att Attachments .00
05/04/26 att Attachments .00
05/04/26 att Attachments .00
05/04/26 att Attachments .00
05/04/26 Receipt 664764 16.00
BALANCE DUE .00
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