Case Docket

Case Number: 590970  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ROSEN, PHYLLIS J.
AKA :

Date Code Description Reference Receipt Cost
04/18/18 01 Case Number (Daily Reporter) 10.00
04/18/18 02 Forms 10.00
04/18/18 03 Docketing & Index 15.00
04/18/18 04 Computerized Legal Research 3.00
04/18/18 05 Computer Fee 10.00
04/18/18 07 Legal Aid Trust Fund 26.00
04/18/18 08 Dispute Resolution Fund 15.00
04/18/18 gi Guardianship Investigator's Expense 75.00
04/18/18 16 Special Projects Fund 15.00
04/18/18 cb COST BILL .00
04/18/18 15.8 Adult Guardianship Service Information .00
04/18/18 17.0 Application for Appointment of Guardian 20.00
04/18/18 ge Entry Setting Hearing 05/21/2018 .00
3:00 pm
04/18/18 15.0 Next of Kin .00
04/18/18 15.3 Affidavit of Additional Information .00
04/18/18 15.4 Guardian's Credibility Application .00
04/18/18 16.1 Affidavit of Custody .00
04/18/18 17ca Change of Address Information for .00
Guardianships
04/18/18 fw BCI & I Fingerprint Waiver .00
04/18/18 psoe Statement of Expert Evaluation .00
04/18/18 Receipt 514593 199.00
04/18/18 Void Receipt 514593 199.00
04/18/18 Receipt 514594 199.00
04/18/18 2y Notice of Hearing .00
04/18/18 vgcs Guardianship: Virtual Service Mail Sent 5.45
04/18/18 cos Certificate of Service .00
Robin Rosen 2013-76
04/18/18 15.2 Guardian - Fiduciary's Acceptance .00
04/20/18 Pay out made through bookkeeper # 0000060232 .00
ACCT #: 000000000209 51.00
04/25/18 vcr Virtual Service Returned .00
RR 201376
05/07/18 fn Fingerprint Return No Hit .00
Lisa Kott (FBI)
05/07/18 fn Fingerprint Return No Hit .00
Lisa Kott (BCI)
05/10/18 15.1 Waiver of Notice .00
Ronald Berstein
05/16/18 cb COST BILL .00
05/16/18 wc - Eugene M. Shifrin 22.00
WebCheck Fingerprinting
05/16/18 17.0 Application for Appointment of Guardian .00
successor
05/16/18 ge Entry Setting Hearing 05/21/2018 .00
3:00 pm
05/16/18 15.4 Guardian's Credibility Application .00
05/16/18 17ca Change of Address Information for .00
Guardianships
05/16/18 dl Copy of Driver's License of: .00
Eugene M. Shifrin
05/16/18 Receipt 516242 22.00
05/16/18 cb COST BILL .00
05/16/18 wc - Robin L. Rosen 22.00
WebCheck Fingerprinting
05/16/18 dl Copy of Driver's License of: .00
Robin L. Rosen
05/16/18 15.8 Adult Guardianship Service Information .00
05/16/18 17.0 Application for Appointment of Guardian .00
successor
05/16/18 ge Entry Setting Hearing 05/21/2018 .00
3:00 pm
05/16/18 15.0 Next of Kin .00
05/16/18 15.1 Waiver of Notice .00
Robin Rosen
05/16/18 15.2 Guardian - Fiduciary's Acceptance .00
05/16/18 16.1 Affidavit of Custody .00
05/16/18 15.3 Affidavit of Additional Information .00
05/16/18 15.4 Guardian's Credibility Application .00
05/16/18 17ca Change of Address Information for .00
Guardianships
05/16/18 Receipt 516244 22.00
05/17/18 fn Fingerprint Return No Hit .00
- Eugene M Shifrin
05/17/18 1da Application for Continuance of Hearing .00
05/21/18 17.8 Investigator's Report .00
05/21/18 cos Certificate of Service Erik von 18.50
Frese
05/21/18 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/22/18 dr Digital Record of Hearing mcd .00
05/21/2018 / hearing room 22A
Time: 4:11:15 pm - 4:48:09 pm
05/22/18 15.4 Guardian's Credibility Application .00
05/22/18 eb Exhibit A .00
05/22/18 eb Exhibit B .00
05/22/18 eb Exhibit C .00
05/23/18 1da Application for Continuance of Hearing .00
05/23/18 1de Entry Continuing Hearing 07/11/2018 5.00
2;00 pm
05/23/18 cos Certificate of Service .00
05/23/18 17d Magistrate's Decision Duffy .00
The court finds Phyllis J. Rosen to be
incompetent. The court will determine
who is more suitable.
05/23/18 17b Notice To Attorneys and Parties .00
05/23/18 17c Findings of Fact .00
05/23/18 cos Certificate of Service .00
06/11/18 jd Judge's Decision-Entry Adopting Montgomery 5.00
Magistrate's Decision
06/11/18 cos Certificate of Service .00
06/21/18 misc Notification To Court Of Relocation Of .00
Potential Ward
06/21/18 cos Certificate of Service .00
06/28/18 17.0 Application for Appointment of Guardian Amended .00
06/28/18 15.0 Next of Kin .00
06/28/18 15.2 Guardian - Fiduciary's Acceptance .00
06/28/18 15.3 Affidavit of Additional Information .00
06/28/18 15.4 Guardian's Credibility Application .00
06/28/18 17ca Change of Address Information for .00
Guardianships
06/28/18 15.8 Adult Guardianship Service Information .00
06/28/18 1.5 Subpoena (Sheriff to Serve) 50.00 .00
Kinner, Elizabeth Rec # 518562
06/28/18 1.5 Subpoena (Sheriff to Serve) 50.00 .00
Rec # 518562
06/28/18 Receipt 518562 33.95
06/29/18 1e Entry Setting Hearing 07/11/2018 5.00
2:00 pm
06/29/18 cos Certificate of Service .00
07/09/18 rc Motion For Withdrawl Of Counsel .00
07/09/18 rce Entry Approving Resignation of Counsel Meister 5.00
07/09/18 cos Certificate of Service .00
07/09/18 Receipt 519040 10.00
07/10/18 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Beehler, Jason H.
07/10/18 cos Certificate of Service .00
07/12/18 dr Digital Record of Hearing mcd .00
07/11/2018 / hearing room 22A
Time: 1:41:20 pm - 4:46:23 pm
07/12/18 mo Magistrate's Order Continuing Hearing Duffy 5.00
07/18/2018
1:00 pm
07/12/18 cos Certificate of Service .00
07/18/18 ros Return of Service .00
Jason H. Beehler Served Erin McDaniel
by Email on 07/13/2018
07/19/18 mo Magistrate's Order that all Parties Duffy 5.00
Shall Abide by the Rules The Grove
Imposes. Phyllis Rosen shall not be
removed from Her Residence.
07/19/18 cos Certificate of Service .00
07/19/18 dr Digital Record of Hearing MCD .00
07/18/2018 / hearing room 22A
Time: 1:12:16 pm - 3:57:48 pm
3:57:52 pm - 5:45:43 pm
07/19/18 cos Supplemental Certificate of Service .00
08/01/18 17d Magistrate's Decision The Application of Duffy .00
Eugene Shifrin to be appointed Guardian
of the Person and Estate shall be
DENIED. Application of Lisa Kott be...
08/01/18 ex Continued... appointed GDN of the Person .00
and Estate Shall be APPROVED. Lisa Kott
be appointed Guardian of the Person and
Estate. Bond is $1,120,000.00.
08/01/18 17b Notice To Attorneys and Parties .00
08/01/18 17c Findings of Fact .00
08/01/18 cos Certificate of Service .00
08/01/18 jd Entry Appointing Master Commissioner Montgomery 5.00
08/01/18 cos Certificate of Service .00
08/21/18 jd Judge's Decision Montgomery 5.00
Order of Eugene Shifrin to be appointed
guardian of the person and estate is
denied
08/21/18 cos Certificate of Service .00
08/24/18 cb COST BILL .00
08/24/18 igf Indigent Guardianship Fund 30.00
08/24/18 adl Additional Letters of Authority 3.00
08/24/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
KOTT, LISA (fidy)
08/24/18 15.9 Oath of Guardian .00
08/24/18 rgg Receipt of guardianship guide .00
08/24/18 4.2 Fiduciary's Bond 1190000.00 .00
westfield
08/24/18 att Attachments .00
08/24/18 Receipt 521893 58.00
08/30/18 1.6 Expert Deposit 5000.00 .00
for Special Master Commissioner Rec # 522194
08/30/18 Receipt 522194 .00
09/17/18 misc Letter from Erin Sanford .00
09/28/18 14.7 Application to Extend Time to File .00
Commissioner's Report
09/28/18 e Entry Extending Time 10/03/2018 5.00
10/05/18 misc Report of Master Commissioner .00
10/05/18 cos Certificate of Service .00
10/11/18 1cd Application for Special Master 10.00
Commissioner Fee
10/16/18 dr Digital Record of Hearing MCD .00
10/15/18/ 22B
Time: 2:03:56-2:07:07-2:52:25
10/17/18 17d Magistrate's Decision Approving and Duffy .00
Adopting the Special Master
Commissioner's Report in Part
10/17/18 17b Notice To Attorneys and Parties .00
10/17/18 17c Findings of Fact .00
10/17/18 cos Certificate of Service .00
10/18/18 mo Magistrate's Order Granting Motion To Duffy 5.00
Exceed Fees
10/18/18 cos Certificate of Service .00
10/19/18 6.0 Inventory 545459.16 7.00
10/19/18 15c Application to Release Funds .00
10/19/18 15d Entry Authorizing Release of Funds see attached 5.00
Meister
10/19/18 cc Certified Copy 1.00
10/19/18 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/19/18 15bn Entry Authorizing Expenditure of Funds see attached 5.00
(Non-Custodial) Meister
10/19/18 att Attachments .00
10/19/18 cc Certified Copy 1.00
10/19/18 cpi Confidential Personal Identifiers .00
10/19/18 Receipt 524840 49.00
11/06/18 c Copy .75
11/06/18 1ca Application for Attorney Fees 18265.00 10.00
Kegler Brown Hill + Ritter 250.45
11/06/18 1cc Consent to Attorney Fees .00
Kott, Lisa
11/06/18 fs Fee Schedule 3.00
11/06/18 Receipt 525674 13.75
11/08/18 jd Judge's Decision - Entry Adopting Montgomery 5.00
Magistrate Decision
11/08/18 cos Certificate of Service .00
11/08/18 morf Magistrate's Order Regarding Fees 18265.00 .00
11/08/18 cos Certificate of Service .00
11/13/18 1cd Application for Fiduciary Fees .00
11/13/18 fs Fee Schedule .00
11/13/18 morf Magistrate's Order Regarding Fees 5775.00 .00
11/13/18 cos Certificate of Service .00
11/15/18 Pay out made through bookkeeper # 0000061692 .00
ACCT #: 000000000203 5000.00
04/02/19 eml e-Mail Correspondence Received from: .00
- Mr. Shifrin
(NOT EVIDENCE)
04/02/19 eml e-Mail Correspondence Received from: .00
- Lindsay E. Webster
(NOT EVIDENCE)
05/20/19 1ca Application for Attorney Fees 10.00
Kegler Brown & Ritter
05/20/19 1cc Consent to Attorney Fees .00
Lisa Kott, Guardian
05/20/19 att Attachments 1.00
05/20/19 1cd Application for Guardian Fees 10.00
Lisa Kott
05/20/19 1ce Entry Approving Fiduciary Fees .00
05/20/19 fs Fee Schedule .00
05/20/19 13.0 Fiduciary's Final Account 01 22.00
05/20/19 13.1 Receipts and Disbursements .00
05/20/19 ex Extra Pages 7.00
05/20/19 50m Application to Terminate 10.00
05/20/19 obit Obituary .00
05/20/19 50p Entry Terminating and Ordering Final 05/20/2019 5.00
Account
05/20/19 Receipt 536237 70.00
05/21/19 13e Entry Setting Hearing on Account .00
07/02/19 13i Judgment Entry Approving Final Account .00
07/18/19 misc Disposition of Exhits .00
07/18/19 cos Certificate of Service .00
08/13/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/30/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/08/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/23/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/24/22 99 Case Closed .00
BALANCE DUE .00
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