Case Docket

Case Number: 590390  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WIMBERLEY, JACQUELINE P.
AKA :

Date Code Description Reference Receipt Cost
03/19/18 01 Case Number (Daily Reporter) 10.00
03/19/18 02 Forms 10.00
03/19/18 03 Docketing & Index 15.00
03/19/18 04 Computerized Legal Research 3.00
03/19/18 05 Computer Fee 10.00
03/19/18 07 Legal Aid Trust Fund 26.00
03/19/18 08 Dispute Resolution Fund 15.00
03/19/18 gi Guardianship Investigator's Expense 75.00
03/19/18 16 Special Projects Fund 15.00
03/19/18 15.8 Adult Guardianship Service Information .00
03/19/18 cb COST BILL .00
03/19/18 wc - Joni A. Crawford 22.00
WebCheck Fingerprinting
03/19/18 ge Entry Setting Hearing 04/17/2018 .00
10:00 am
03/19/18 15.0 Next of Kin .00
03/19/18 15.1 Waiver of Notice .00
Jocelyn K. Smith
Margaret G. Wimberley
Joni A. Crawford
03/19/18 15.2 Guardian - Fiduciary's Acceptance .00
03/19/18 16.1 Affidavit of Custody .00
03/19/18 15.3 Affidavit of Additional Information .00
03/19/18 15.4 Guardian's Credibility Application .00
03/19/18 17ca Change of Address Information for .00
Guardianships
03/19/18 psoe Statement of Expert Evaluation .00
03/19/18 dl Copy of Driver's License of: .00
Joni Crawford
03/19/18 Receipt 512816 206.00
03/19/18 17.0 Application for Appointment of Guardian 20.00
was docketed incorrectly on 3/19/18.
Was put on as a 7.0 instead of 17.0
04/09/18 17.8 Investigator's Report .00
04/09/18 cos Certificate of Service Erik von 20.00
Frese
04/09/18 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/10/18 ci ANNUAL PHYSICAL/ELECTRONIC - 2018 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/18/18 dr Digital Record of Hearing CLW .00
04/17/2018 / hearing room 22E
Time: 10:08:01-10:36:31
04/18/18 17d Magistrate's Decision Wambaugh .00
Joni Crawford is appointed guardian of
the person and estate of Jacqueline
Wimberley. Bond is set for 40,000.00
04/18/18 17b Notice To Attorneys and Parties .00
04/18/18 17c Findings of Fact .00
04/18/18 cos Certificate of Service .00
04/18/18 cb COST BILL .00
04/18/18 igf Indigent Guardianship Fund 30.00
04/18/18 adl Additional Letters of Authority 4.00
04/18/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
CRAWFORD, JONI A. (fidy)
04/18/18 15.9 Oath of Guardian .00
04/18/18 rgg Receipt of guardianship guide .00
04/18/18 4.2 Fiduciary's Bond/RLI Ins Co 40000.00 .00
CBS
Frank Duffy
04/18/18 bacb Bond Application for CBS Agency .00
04/18/18 att Attachments .00
creditability & signature pages
04/18/18 15.1 Waiver of Notice .00
Viviam A. Murdoch
04/18/18 17n Entry Adopting Magistrate's Decision .00
04/18/18 Receipt 514629 79.00
05/15/18 15c Application to Release Funds .00
05/15/18 15d Entry Authorizing Release of Funds 5570.00 5.00
3480.65
05/15/18 cc Certified Copy 2.00
05/15/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/15/18 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/15/18 cc Certified Copy 1.00
05/15/18 6.0 Inventory 182225.85 7.00
05/15/18 Receipt 516135 30.00
05/15/18 adl Additional Letters of Authority 5.00
06/22/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/22/18 15bn Entry Authorizing Expenditure of Funds see 5.00
(Non-Custodial) application
06/22/18 c Copy .10
06/22/18 Receipt 518263 15.10
07/10/18 9.7 Application to Transfer Motor Vehicle .00
07/10/18 9.8 Entry Approving Transfer of Motor 2001 5.00
Vehicle Volvo
07/10/18 cc Certified Copy 1.00
07/10/18 3.a Application to Appoint Appraiser .00
07/10/18 3.ae Entry Appointing Appraiser 51 5.00
Maria Alexander
08/06/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/06/18 15bn Entry Authorizing Expenditure of Funds 400.00 5.00
(Non-Custodial) 650.00
Meister
08/06/18 10j Consent to Power to Sell Real Estate 1.00
08/06/18 e Entry For Bond 5.00
08/06/18 att Attachments .00
08/06/18 Receipt 520728 32.00
10/02/18 15c Application to Release Funds .00
10/02/18 15d Entry Authorizing Release of Funds 85498.25 5.00
Duffy
10/02/18 cc Certified Copy 1.00
10/02/18 401 Affidavit .00
10/02/18 1ae Entry Increasing Bond 175000.00 5.00
RLI
10/02/18 4.2 Fiduciary's Bond - RLI Surety 215000.00 .00
RLI
CBS
VanOrder
10/02/18 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
10/02/18 c Copy .10
10/02/18 Receipt 523886 11.10
11/23/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/23/18 15bn Entry Authorizing Expenditure of Funds see attached 5.00
(Non-Custodial) Stone
11/23/18 Receipt 526572 15.00
01/24/19 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
01/24/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/24/19 15bn Entry Authorizing Expenditure of Funds 1500.00 5.00
(Non-Custodial) 5240.00
Deposit & monthly cost for nursing care
01/24/19 c Copy .10
01/24/19 Receipt 529601 15.10
03/19/19 16k Notice to File Sent To fidy 1.00
03/19/19 13k Notice to File Account Sent To fidy 1.00
04/18/19 nc Notice of Change of Address of: .00
Ward
04/18/19 13a Fiduciary's Partial Account 01 22.00
04/18/19 13.1 Receipts and Disbursements .00
04/18/19 13.2 Assets Remaining in Fiduciary's Hands 68420.97 .00
04/18/19 ex Extra Pages 4.00
04/18/19 Receipt 534506 28.00
04/19/19 13e Entry Setting Hearing on Account .00
05/21/19 22n Guardian's Report 5.00
05/21/19 soe Statement of Expert Evaluation .00
05/21/19 22p Annual Guardianship Plan .00
05/21/19 22ni Investigator Review of Guardian's Report .00
05/21/19 1b Application to Reduce Bond 5.00
05/21/19 1be Entry to Reduce Bond 170000.00 5.00
RLI
05/21/19 Receipt 536308 15.00
05/30/19 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
10/21/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/21/19 15bn Entry Authorizing Expenditure of Funds 600.00 5.00
(Non-Custodial) 9000.00
11.00/mnthly
10/21/19 Receipt 544889 15.00
01/09/20 nc Notice of Change of Address of: .00
Ward
03/23/20 13k Notice to File Account Sent To fidy 1.00
04/10/20 l LETTER: cover .00
04/10/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/10/20 15bn Entry Authorizing Expenditure of Funds 7500.00 5.00
(Non-Custodial) 300.00
04/10/20 Receipt 553738 16.00
04/13/20 Pay out made through bookkeeper # 0000064809 .00
ACCT #: 000000000209 4.00
04/22/20 16k Notice to File Sent To fidy 1.00
04/24/20 22n Guardian's Report 5.00
04/24/20 soe Statement of Expert Evaluation .00
04/24/20 22p Annual Guardianship Plan .00
04/30/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/06/20 13a Fiduciary's Partial Account 02 22.00
05/06/20 13.1 Receipts and Disbursements .00
05/06/20 13.2 Assets Remaining in Fiduciary's Hands 8800.90 .00
05/06/20 ex Extra Pages 2.00
05/06/20 Receipt 554623 40.00
05/06/20 Void Receipt 554623 40.00
05/06/20 Receipt 554624 40.00
05/06/20 1b Application to Reduce Bond 5.00
05/06/20 1be Entry to Reduce Bond 40000.00 5.00
RLI
05/07/20 13e Entry Setting Hearing on Account .00
06/17/20 13h Judgment Entry Approving Partial Account .00
03/09/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/09/21 15bn Entry Authorizing Expenditure of Funds 2000.00 5.00
(Non-Custodial) 1500.00
400.00
03/09/21 cc Certified Copy 1.00
03/09/21 Receipt 568678 16.00
03/30/21 16k Notice to File Sent To fidy 1.00
04/07/21 13k Notice to File Account Sent To fidy 1.00
04/29/21 22n Guardian's Report 5.00
04/29/21 soe Statement of Expert Evaluation .00
04/29/21 13a Fiduciary's Partial Account 03 22.00
04/29/21 13.1 Receipts and Disbursements .00
04/29/21 13.2 Assets Remaining in Fiduciary's Hands 5028.31 .00
04/29/21 l LETTER: .00
Cover Letter
04/29/21 Receipt 571274 29.00
04/30/21 13e Entry Setting Hearing on Account .00
06/07/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/10/21 13h Judgment Entry Approving Partial Account .00
11/12/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/12/21 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
11/22/21 Receipt 581192 15.00
03/30/22 16k Notice to File Sent To fidy 1.00
03/30/22 13k Notice to File Account Sent To fidy 1.00
04/18/22 22n Guardian's Report 5.00
04/18/22 soe Statement of Expert Evaluation .00
04/18/22 22ni Investigator Review of Guardian's Report .00
04/19/22 13a Fiduciary's Partial Account 04 22.00
04/19/22 13.1 Receipts and Disbursements .00
04/19/22 13.2 Assets Remaining in Fiduciary's Hands 3729.73 .00
04/19/22 22p Annual Guardianship Plan .00
04/19/22 Receipt 588556 29.00
04/19/22 l LETTER: cover 04/15/2022 .00
04/20/22 13e Entry Setting Hearing on Account .00
04/20/22 Pay out made through bookkeeper # 0000071810 .00
ACCT #: 000000000209 21.00
05/31/22 13h Judgment Entry Approving Partial Account .00
06/17/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
06/17/22 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
10/23/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/28/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
11/28/22 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
03/21/23 16k Notice to File Sent To fidy 1.00
03/21/23 13k Notice to File Account Sent To fidy 1.00
04/20/23 22n Guardian's Report 5.00
04/20/23 l LETTER: .00
Return Bank Statments and Vouchers
04/20/23 rusm Regular U.S. Mail 2.50
04/20/23 ref No Refund Issued: Less than $1.00 .50
04/20/23 Receipt 606693 20.00
04/27/23 22ni Investigator Review of Guardian's Report .00
05/17/23 13a Fiduciary's Partial Account 05 20.00
05/17/23 13.1 Receipts and Disbursements .00
05/17/23 13.2 Assets Remaining in Fiduciary's Hands 1599.71 .00
05/17/23 Receipt 608049 20.00
05/18/23 13e Entry Setting Hearing on Account .00
06/28/23 13h Judgment Entry Approving Partial Account .00
12/19/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/22/24 16k Notice to File Sent To fidy 1.00
04/17/24 13k Notice to File Account Sent To fidy 1.00
05/17/24 22n Guardian's Report 5.00
05/22/24 22ni Investigator Review of Guardian's Report .00
06/07/24 l LETTER:Cover Letter. 05/15/2024 .00
06/07/24 13a Fiduciary's Partial Account 06 22.00
Total Receipts includes pickup balance
of $1,599.71 from previous accounting.
06/07/24 13.1 Receipts and Disbursements .00
06/07/24 13.2 Assets Remaining in Fiduciary's Hands 2984.82 .00
06/10/24 13e Entry Setting Hearing on Account .00
06/11/24 ref No Refund Issued: $1.00 or less 1.00
06/11/24 Receipt 627358 30.00
07/22/24 13h Judgment Entry Approving Partial Account .00
11/04/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/04/24 15bn Entry Authorizing Expenditure of Funds 120.00/week 5.00
(Non-Custodial)
11/04/24 Receipt 634708 15.00
12/23/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/21/25 16k Notice to File Sent To fidy 1.00
05/09/25 13k Notice to File Account Sent To fidy 1.00
05/19/25 13a Fiduciary's Partial Account 07 22.00
05/19/25 13.1 Receipts and Disbursements .00
05/19/25 13.2 Assets Remaining in Fiduciary's Hands 1558.72 .00
05/19/25 Receipt 644786 24.00
05/19/25 22n Guardian's Report 5.00
05/20/25 13e Entry Setting Hearing on Account .00
05/22/25 ref No Refund Issued: $1.00 or less 1.00
05/22/25 Receipt 645005 6.00
06/10/25 22ni Investigator Review of Guardian's Report .00
07/01/25 13h Judgment Entry Approving Partial Account .00
04/08/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/21/26 16k Notice to File Sent To fidy 1.00
04/21/26 13k Notice to File Account Sent To fidy 1.00
05/06/26 22n Guardian's Report 5.00
05/06/26 Receipt 664985 7.00
05/11/26 22ni Investigator Review of Guardian's Report .00
05/22/26 13a Fiduciary's Partial Account 08 22.00
05/22/26 13.1 Receipts and Disbursements .00
05/22/26 13.2 Assets Remaining in Fiduciary's Hands 1504.84 .00
05/22/26 Receipt 665988 22.00
05/26/26 13e Entry Setting Hearing on Account .00
07/06/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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