Case Docket

Case Number: 587912  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : GREER, STEVEN
AKA :


Date Code Description Reference Receipt Cost
10/27/17 01 Case Number (Daily Reporter) 10.00
10/27/17 02 Forms 10.00
10/27/17 03 Docketing & Index 15.00
10/27/17 04 Computerized Legal Research 3.00
10/27/17 05 Computer Fee 10.00
10/27/17 07 Legal Aid Trust Fund 26.00
10/27/17 08 Dispute Resolution Fund 15.00
10/27/17 gi Guardianship Investigator's Expense 75.00
10/27/17 16 Special Projects Fund 15.00
10/27/17 cb COST BILL .00
10/27/17 15.8 Adult Guardianship Service Information .00
10/27/17 17.0 Application for Appointment of Guardian 20.00
10/27/17 ge Entry Setting Hearing 11/27/2017 .00
3:00p.m.
10/27/17 15.0 Next of Kin .00
10/27/17 15.1 Waiver of Notice .00
Derek Greer
Ashley Greer
10/27/17 15.2 Guardian - Fiduciary's Acceptance .00
10/27/17 15.4 Guardian's Credibility Application .00
10/27/17 16.1 Affidavit of Custody .00
10/27/17 fw BCI & I Fingerprint Waiver .00
10/27/17 psoe Statement of Expert Evaluation .00
10/27/17 Receipt 505296 199.00
11/22/17 17.8 Investigator's Report .00
11/22/17 cos Certificate of Service Erik von 20.00
Frese
11/22/17 16.4 Notice to Prospective Ward of .00
Application and Hearing.
11/22/17 psoe Statement of Expert Evaluation .00
original
11/27/17 dl Copy of Driver's License of: .00
11/28/17 dr Digital Record of Hearing TAS .00
11/27/2017 / hearing room 22E
Time: 3:07:05-3:21:01
12/15/17 fh Fingerprint Return HIT .00
Derek S Greer
12/19/17 17d Magistrate's Decision - That Derek Greer .00
be appointed guardian of the person and
estate of Steven Greer. Letters of
authority to be issued forthwith.
12/19/17 ex Bond is set at $102,000.00. Within one .00
month of the date of his appointment,
the guardian shall file signed report of
a licensed independent or clinical
12/19/17 ex social worker describing the appropriate .00
residential setting for the ward, and
proof that the ward resides in that
setting. Failure to do so may result in
12/19/17 ex the removal of the guardian. .00
12/19/17 17c Findings of Fact .00
12/19/17 17b Notice To Attorneys and Parties .00
12/19/17 17n Entry Adopting Magistrate's Decision 5.00
12/19/17 cos Certificate of Service .00
01/17/18 rmr Regular Mail Returned/Not Complete .00
Steven Greer
01/25/18 1e Entry Setting Hearing 02/22/2018 5.00
the appointment of a suitable person to 11:00 am
serve as guardian
01/25/18 cos Certificate of Service .00
02/21/18 cb COST BILL .00
02/21/18 17.0 Application for Appointment of Guardian 20.00
successor
02/21/18 02 Forms 10.00
02/21/18 03 Docketing & Index 15.00
02/21/18 04 Computerized Legal Research 3.00
02/21/18 05 Computer Fee 10.00
02/21/18 07 Legal Aid Trust Fund 26.00
02/21/18 08 Dispute Resolution Fund 15.00
02/21/18 16 Special Projects Fund 15.00
02/21/18 15.0 Next of Kin .00
02/21/18 15.2 Guardian - Fiduciary's Acceptance .00
02/21/18 16.1 Affidavit of Custody .00
02/21/18 15.8 Adult Guardianship Service Information .00
02/21/18 Receipt 511218 144.00
02/21/18 fn Fingerprint Return No Hit .00
- Ashley Greer
02/22/18 cb COST BILL .00
02/22/18 igf Indigent Guardianship Fund 30.00
02/22/18 adl Additional Letters of Authority 2.00
02/22/18 17d Magistrate's Decision Sugar .00
Ashley Greer is appointed guardian of
the person, bond waived of the person
Derek Greer of the est bond $102000.00
02/22/18 17b Notice To Attorneys and Parties .00
02/22/18 17c Findings of Fact .00
02/22/18 17n Entry Adopting Magistrate's Decision 5.00
02/22/18 cos Certificate of Service .00
02/22/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GREER, ASHLEY (fidy)
02/22/18 15.9 Oath of Guardian .00
02/22/18 rgg Receipt of guardianship guide .00
02/22/18 cb COST BILL .00
02/22/18 igf Indigent Guardianship Fund 30.00
02/22/18 adl Additional Letters of Authority 2.00
02/22/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GREER, DEREK (fidy)
02/22/18 15.9 Oath of Guardian .00
02/22/18 rgg Receipt of guardianship guide .00
02/22/18 15.9 Oath of Guardian .00
02/22/18 15.1 Waiver of Notice .00
Derek Greer
Ryan Greer
02/22/18 4.2 Fiduciary's Bond - RLI INS. 102000.00 .00
CBS
Frank Duffy
02/22/18 att Attachments .00
creditability & signature pages
02/22/18 Receipt 511319 79.00
02/22/18 nc Notice of Change of Address of: .00
02/22/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/22/18 15bn Entry Authorizing Expenditure of Funds 3000.00 5.00
(Non-Custodial) per month
02/22/18 cc Certified Copy 1.00
02/22/18 Receipt 511322 16.00
02/23/18 dr Digital Record of Hearing SNS .00
02/22/2018 / hearing room 22E
Time: 11:34:57-11:58:09
03/07/18 15c Application to Release Funds .00
03/07/18 15d Entry Authorizing Release of Funds 3133.15 5.00
03/07/18 cc Certified Copy 1.00
03/07/18 Receipt 512118 6.00
03/07/18 6.0 Inventory 183592.63 7.00
GREER, DEREK (fidy)
03/07/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/07/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
03/07/18 Receipt 512125 22.00
03/13/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/13/18 15bn Entry Authorizing Expenditure of Funds Suffron 5.00
(Non-Custodial) 600.00
03/13/18 10j Consent to Power to Sell Real Estate 1.00
Ashley Greer
Ryan Greer
03/13/18 Receipt 512490 16.00
04/06/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/01/18 10j Consent to Power to Sell Real Estate 1.00
Derek Greer
Ryan Greer
Ashley Greer
05/01/18 eb Exhibits .00
05/01/18 1ae Entry Increasing Bond 270000.00 5.00
RLI Ins.
05/01/18 4.2 Fiduciary's Bond - RLI Ins. 372000.00 .00
RLI Ins.
Frank Duffy
05/01/18 bacb Bond Application for CBS Agency .00
05/01/18 Receipt 515370 6.00
05/01/18 15.0 Next of Kin .00
09/19/18 nc Notice of Change of Address of: .00
Ward's Address
10/23/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/23/18 15bn Entry Authorizing Expenditure of Funds 1627.00 5.00
(Non-Custodial) 1500.00
566.17
Morris
10/23/18 Receipt 524948 15.00
12/27/18 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
12/27/18 17.1e Entry Dispensing with the Filing of MCD 5.00
Subsequent Statements of Expert
Evaluation
GREER, ASHLEY (fidy)
12/27/18 22n Guardian's Report 5.00
GREER, ASHLEY (fidy)
12/27/18 soe Statement of Expert Evaluation .00
GREER, ASHLEY (fidy)
12/27/18 Receipt 528242 10.00
01/04/19 22ni Investigator Review of Guardian's Report .00
01/23/19 13k Notice to File Account 0001054 1.00
02/14/19 1b Application to Reduce Bond 5.00
02/14/19 1be Entry to Reduce Bond 95000.00 5.00
CBS
02/14/19 13a Fiduciary's Partial Account 01 22.00
GREER, DEREK (fidy)
02/14/19 13.1 Receipts and Disbursements .00
02/14/19 13.2 Assets Remaining in Fiduciary's Hands 5459.04 .00
02/14/19 ex Extra Pages 5.00
02/14/19 cpi Confidential Personal Identifiers .00
02/14/19 Receipt 530801 38.00
02/15/19 13e Entry Setting Hearing on Account .00
04/01/19 13h Judgment Entry Approving Partial Account .00
08/16/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/29/19 16k Notice to File 0001054 1.00
01/15/20 13k Notice to File Account 0001054 1.00
01/17/20 22n Guardian's Report 5.00
GREER, ASHLEY (fidy)
01/17/20 Receipt 549541 7.00
02/19/20 13m Citation to File Account sent to fidy 5.00
02/19/20 vcos Certificate of Service for Virtual Mail .00
02/19/20 vcs Virtual Service Mail Sent 5.60
Derek Greer 318937
02/19/20 vcs Virtual Service Mail Sent 5.60
Bernard Z Yavitch 318944
02/26/20 vcr Virtual Service Returned .00
BZY 318944
03/05/20 vcr Virtual Service Returned .00
DG 318937
03/30/20 sc Substitution of Counsel 0072058 .00
GREER, DEREK (fidy)
03/30/20 cos Certificate of Service .00
04/20/20 1b Application to Reduce Bond 5.00
04/20/20 1be Entry to Reduce Bond 40000.00 5.00
RLI Ins
04/20/20 1cd Application for Guardian Fees 10.00
Derek Greer
04/20/20 1cc Consent to Attorney Fees .00
Derek Greer
04/20/20 fs Fee Schedule .00
04/20/20 morf Magistrate's Order Regarding Fees 2401.88 .00
04/20/20 1ca Application for Attorney Fees 10.00
Kelly C. Patton
04/20/20 1cc Consent to Attorney Fees .00
Derek Greer
04/20/20 fs Fee Schedule .00
04/20/20 morf Magistrate's Order Regarding Fees 1045.20 .00
04/20/20 13a Fiduciary's Partial Account 02 22.00
GREER, DEREK (fidy)
04/20/20 13.1 Receipts and Disbursements .00
04/20/20 13.2 Assets Remaining in Fiduciary's Hands 2813.96 .00
04/20/20 ex Extra Pages 1.00
04/20/20 Receipt 554050 69.20
04/21/20 13e Entry Setting Hearing on Account .00
04/21/20 Pay out made through bookkeeper # 0000064876 .00
ACCT #: 000000000209 1.00
04/30/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/01/20 13h Judgment Entry Approving Partial Account .00
12/22/20 16k Notice to File 0001054 1.00
01/15/21 22n Guardian's Report 5.00
GREER, ASHLEY (fidy)
01/15/21 22ni Investigator Review of Guardian's Report .00
01/15/21 Receipt 565951 6.00
03/23/21 13k Notice to File Account 0072058 1.00
03/23/21 13k Notice to File Account 0001054 1.00
04/27/21 1cd Application for Fiduciary Fees 10.00
Derek Greer
04/27/21 1cc Consent to Attorney Fees .00
Derek Greer
04/27/21 fs Fee Schedule .00
04/27/21 morf Magistrate's Order Regarding Fees 1347.00 .00
04/27/21 1ca Application for Attorney Fees 10.00
Kelly C Patton
04/27/21 1cc Consent to Attorney Fees .00
Derek Greer
04/27/21 fs Fee Schedule .00
04/27/21 morf Magistrate's Order Regarding Fees 771.60 .00
04/27/21 13a Fiduciary's Partial Account 03 22.00
GREER, DEREK (fidy)
04/27/21 13.1 Receipts and Disbursements .00
04/27/21 13.2 Assets Remaining in Fiduciary's Hands 3236.76 .00
04/27/21 Receipt 571135 44.00
04/28/21 13e Entry Setting Hearing on Account .00
05/20/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/08/21 13h Judgment Entry Approving Partial Account .00
06/24/21 cor Correspondence Received (NOT EVIDENCE) .00
12/21/21 16k Notice to File 0001054 1.00
01/06/22 22n Guardian's Report 5.00
GREER, ASHLEY (fidy)
01/06/22 22ni Investigator Review of Guardian's Report .00
01/06/22 l LETTER: court cost .00
02/23/22 Receipt 585388 6.00
03/29/22 13k Notice to File Account 0072058 1.00
04/25/22 13n Application to Extend Time to File .00
Account
04/25/22 13o Entry Extending Time to File Account 07/08/2022 5.00
GREER, DEREK (fidy)
04/25/22 Receipt 588874 5.00
06/14/22 app Application for Order Authorizing .00
Pension Deposit
06/14/22 e Order authorizing Pension Deposit 6.00
06/14/22 Receipt 591364 6.00
07/11/22 1fa Application to Extend Time .00
07/11/22 1fb Entry Extending Time 09/09/2022 5.00
tas
07/11/22 Receipt 592547 6.00
09/15/22 13n Application to Extend Time to File .00
Account
09/15/22 13o Entry Extending Time to File Account 11/16/2022 5.00
GREER, DEREK (fidy)
09/15/22 Receipt 595908 5.00
12/05/22 1ca Application for Attorney Fees 10.00
Kelly C. Patton
12/05/22 1cc Consent to Attorney Fees .00
Derek S. Greer
12/05/22 fs Fee Schedule .00
12/05/22 morf Magistrate's Order Regarding Fees 1789.74 .00
12/05/22 1cd Application for Guardian Fees 10.00
Derek S. Greer
12/05/22 1cc Consent to Guardian Fees .00
Derek S. Greer
12/05/22 morf Magistrate's Order Regarding Fees 1815.17 .00
12/05/22 13a Fiduciary's Partial Account 04 22.00
GREER, DEREK (fidy)
12/05/22 13.1 Receipts and Disbursements .00
12/05/22 13.2 Assets Remaining in Fiduciary's Hands 1235.67 .00
12/05/22 cc Certified Copy 1.00
12/05/22 Receipt 599876 43.00
12/06/22 13e Entry Setting Hearing on Account .00
12/09/22 16k Notice to File Sent To fidy 1.00
12/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/20/22 50m Application to Terminate 10.00
12/20/22 50p Entry Terminating and Ordering Final 02/21/2023 5.00
Account
GREER, DEREK (fidy)
12/20/22 Receipt 600670 15.00
12/27/22 l LETTER:Cover Letter. 12/20/2022 .00
12/27/22 13.0 Fiduciary's Final Account 05 22.00
GREER, DEREK (fidy)
12/27/22 13.1 Receipts and Disbursements .00
12/27/22 Receipt 600869 22.00
12/28/22 13e Entry Setting Hearing on Account .00
01/13/23 22n Guardian's Report 5.00
GREER, ASHLEY (fidy)
01/13/23 Receipt 601711 6.00
01/31/23 22ni Investigator Review of Guardian's Report .00
02/08/23 13i Judgment Entry Approving Final Account .00
12/19/23 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 22n Guardian's Report 5.00
GREER, ASHLEY (fidy)
01/04/24 Receipt 619305 6.00
01/18/24 22ni Investigator Review of Guardian's Report .00
BALANCE DUE .00
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