Case Docket

Case Number: 596766  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : HARRIS, ROSA M.
AKA :

Date Code Description Reference Receipt Cost
03/14/19 01 Case Number (Daily Reporter) 10.00
03/14/19 02 Forms 10.00
03/14/19 03 Docketing & Index 15.00
03/14/19 04 Computerized Legal Research 3.00
03/14/19 05 Computer Fee 10.00
03/14/19 07 Legal Aid Trust Fund 26.00
03/14/19 08 Dispute Resolution Fund 15.00
03/14/19 gi Guardianship Investigator's Expense 75.00
03/14/19 16 Special Projects Fund 15.00
03/14/19 cb COST BILL .00
03/14/19 wc - Robin Harris 22.00
WebCheck Fingerprinting
03/14/19 15.8 Adult Guardianship Service Information .00
03/14/19 17.0 Application for Appointment of Guardian 20.00
03/14/19 ge Entry Setting Hearing 04/16/2019 .00
10:00 am
03/14/19 15.0 Next of Kin .00
03/14/19 15.1 Waiver of Notice .00
Robin Harris, Marsha Woods
03/14/19 15.2 Guardian - Fiduciary's Acceptance .00
03/14/19 15.3 Affidavit of Additional Information .00
03/14/19 15.4 Guardian's Credibility Application .00
03/14/19 16.1 Affidavit of Custody .00
03/14/19 poa Power of Attorney .00
03/14/19 psoe Statement of Expert Evaluation .00
03/14/19 dl Copy of Driver's License of: .00
Robin Harris
03/14/19 Receipt 532367 221.00
03/14/19 fn Fingerprint Return No Hit .00
- Robin Harris
03/15/19 m Motion to Expedite Hearing .00
03/15/19 e Entry Expediting Hearing 04/02/2019 5.00
10:00 am
03/15/19 Receipt 532521 5.00
03/26/19 17.8 Investigator's Report .00
03/26/19 cos Certificate of Service Erik von 11.00
Frese
03/26/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/29/19 15.1 Waiver of Notice .00
William Harris
03/29/19 15.1 Waiver of Notice .00
Karen Harris
04/02/19 cb COST BILL .00
04/02/19 igf Indigent Guardianship Fund 30.00
04/02/19 adl Additional Letters of Authority 5.00
04/02/19 17d Magistrate's Decision Robin Harris is Wambaugh .00
Appointed GDN of the Person and Estate.
Bond is $40000.00 and will be increased
if Necessary after inventory.
04/02/19 17b Notice To Attorneys and Parties .00
04/02/19 17c Findings of Fact .00
04/02/19 17n Entry Adopting Magistrate's Decision 5.00
04/02/19 cos Certificate of Service .00
04/02/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HARRIS, ROBIN (fidy)
04/02/19 15.9 Oath of Guardian .00
04/02/19 rgg Receipt of guardianship guide .00
04/02/19 4.2 Fiduciary's Bond / RLI Surety 40000.00 .00
CBS
J. VanOrder
04/02/19 bacb Bond Application for CBS Agency .00
04/02/19 att Attachments .00
04/02/19 Receipt 533465 56.00
04/03/19 dr Digital Record of Hearing CLW .00
04/02/2019 / hearing room 22E
Time: 10:02:02 am - 10:18:51 am
04/05/19 rmr Regular Mail Returned/Not Complete .00
Harris, Rosa M.
04/05/19 cos Supplemental Certificate of Service .00
04/24/19 nc Notice of Change of Address of: .00
Rosa M. Harris
04/24/19 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
04/24/19 mem Memorandum Regarding Placement .00
04/24/19 att Attachments .00
05/14/19 1ae Entry Increasing Bond 90000.00 5.00
CBS
05/14/19 4.2 Fiduciary's Bond/RLI Surety 130000.00 .00
CBS
J VanOrder
05/14/19 bacb Bond Application for CBS Agency .00
05/14/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/14/19 15bn Entry Authorizing Expenditure of Funds 30144.00 5.00
(Non-Custodial) MCD
05/14/19 cc Certified Copy 1.00
05/14/19 Receipt 535947 21.00
05/21/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
05/21/19 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 145087.00
001
05/21/19 cc Certified Copy 2.00
05/21/19 Receipt 536298 7.00
06/27/19 6.0 Inventory 273594.00 7.00
06/27/19 Receipt 538530 7.00
07/03/19 16c Verification of Receipt or Deposit KEY .00
145299.74
001 Y
08/13/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/05/19 nc Notice of Change of Address of: .00
Rosa M. Harris
09/05/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
09/05/19 16b Entry Ordering Deposit of Assets KEY 5.00
In Lieu of Bond 10497.53
Key Bank 002
09/05/19 cc Certified Copy 1.00
09/05/19 Receipt 542441 6.00
09/17/19 16c Verification of Receipt or Deposit KEY .00
10497.53
002 Y
11/27/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/27/19 15bn Entry Authorizing Expenditure of Funds 4900.00/mnth 5.00
(Non-Custodial)
11/27/19 cc Certified Copy 1.00
11/27/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/27/19 15b Entry Authorizing Expenditure of Funds 60000.00 .00
(Custodial)
11/27/19 1ca Application for Attorney Fees 10.00
Samuel A. Peppers, III
11/27/19 1cc Consent to Attorney Fees .00
Robin Harris
11/27/19 fs Fee Schedule 2.00
11/27/19 15.0 Next of Kin .00
11/27/19 sc Substitution of Counsel 0084047 .00
Pamela W. Bridgeport
11/27/19 Receipt 547008 44.00
12/02/19 morf Magistrate's Order Regarding Fees 15111.00 .00
12/02/19 cos Certificate of Service .00
03/03/20 16k Notice to File 0084047 1.00
03/03/20 13k Notice to File Account 0084047 1.00
03/11/20 13r Custodial Year End Report 2019 KEY .00
97374.52
04/15/20 14.7 Application to Extend Time to File .00
Report
04/15/20 14.8 Entry Extending Time to File Report/ 09/04/2020 5.00
- Extending Hearing
04/15/20 Receipt 553876 7.00
04/17/20 Pay out made through bookkeeper # 0000064839 .00
ACCT #: 000000000209 8.00
04/23/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/19/20 22n Guardian's Report 5.00
05/19/20 att Attachments .00
05/19/20 soe Statement of Expert Evaluation .00
05/19/20 22ni Investigator Review of Guardian's Report .00
05/19/20 22p Annual Guardianship Plan .00
05/19/20 Receipt 555105 5.00
05/21/20 Pay out made through bookkeeper # 0000065117 .00
ACCT #: 000000000209 5.00
08/07/20 1ca Application for Attorney Fees 10.00
Samuel A. Peppers, III
08/07/20 1cb Entry Approving Attorney Fees 13311.00 .00
59.05
08/07/20 1cc Consent to Attorney Fees .00
Robin Harris
08/07/20 fs Fee Schedule .00
08/11/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/11/20 15bn Entry Authorizing Expenditure of Funds Morris 5.00
(Non-Custodial)
Approves Paragraph 2 & Denies Paragraph
1 which was approved by Nunc Pro Tunc
08/11/20 15an Application for Authority to Expend Nunc Pro 10.00
Funds (Non-Custodial) Trunc
08/11/20 15bn Entry Authorizing Expenditure of Funds Morris 5.00
(Non-Custodial)
Nunc Pro Tunc
08/11/20 Receipt 558597 40.00
08/12/20 Pay out made through bookkeeper # 0000065720 .00
ACCT #: 000000000209 10.00
08/17/20 1ae Entry Increasing Bond 290000.00 5.00
CBS
08/17/20 4.2 Fiduciary's Bond/RLI Surety 420000.00 .00
CBS
C Carmell
08/17/20 bacb Bond Application for CBS Agency .00
08/17/20 Receipt 558812 5.00
09/16/20 6p Motion to Amend Inventory .00
09/16/20 6q Entry Amending Inventory .00 5.00
See Order
09/16/20 cpi Confidential Personal Identifiers .00
09/16/20 13a Fiduciary's Partial Account 01 35.00
09/16/20 13.1 Receipts and Disbursements .00
09/16/20 13.2 Assets Remaining in Fiduciary's Hands 201581.77 .00
09/16/20 Receipt 560356 40.00
09/17/20 13e Entry Setting Hearing on Account .00
09/21/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/21/20 att Attachments 5.00
09/21/20 15bn Entry Authorizing Expenditure of Funds 6000.00 5.00
(Non-Custodial) Stone
09/21/20 Receipt 560542 20.00
10/28/20 13h Judgment Entry Approving Partial Account .00
02/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/22/21 att Attachments .00
02/22/21 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
02/22/21 Receipt 567747 15.00
02/24/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/24/21 15b Entry Authorizing Expenditure of Funds 50000.00 .00
(Custodial)
02/24/21 Receipt 567878 16.00
02/25/21 Pay out made through bookkeeper # 0000067609 .00
ACCT #: 000000000209 1.00
04/20/21 16k Notice to File 0084047 1.00
04/22/21 13r Custodial Year End Report 2020 KEY .00
233764.16
06/16/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/22/21 22n Guardian's Report 5.00
06/22/21 22p Annual Guardianship Plan .00
06/22/21 22ni Investigator Review of Guardian's Report .00
06/22/21 l LETTER: .00
Atty & Gdn need to sign acct. and proof
of asset remaining
07/12/21 1ca Application for Attorney Fees 10.00
Pamela W. Bridgeport & Dinsmore & Shohl
07/12/21 1cc Consent to Attorney Fees .00
Robin Harris
07/12/21 fs Fee Schedule 5.00
07/12/21 Receipt 574743 15.00
07/12/21 morf Magistrate's Order Regarding Atty Fees 18547.26 .00
07/15/21 soe Statement of Expert Evaluation .00
07/15/21 att Attachments .00
07/15/21 nc Notice of Change of Address of: .00
07/16/21 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
07/16/21 Receipt 575004 11.00
07/19/21 Pay out made through bookkeeper # 0000069043 .00
ACCT #: 000000000209 4.00
08/17/21 13k Notice to File Account 0084047 1.00
08/20/21 13a Fiduciary's Partial Account 02 22.00
08/20/21 13.1 Receipts and Disbursements .00
08/20/21 13.2 Assets Remaining in Fiduciary's Hands 232364.61 .00
08/20/21 ex Extra Pages 8.00
08/20/21 Receipt 576769 31.00
08/23/21 13e Entry Setting Hearing on Account .00
10/04/21 13h Judgment Entry Approving Partial Account .00
01/18/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/18/22 Receipt 583735 16.00
01/27/22 15b Entry Authorizing Expenditure of Funds 50000.00 .00
(Custodial)
05/05/22 13r Custodial Year End Report 2021 KEY .00
183644.40
05/24/22 16k Notice to File 0084047 1.00
07/25/22 13k Notice to File Account 0084047 1.00
08/05/22 14.7 Application to Extend Time to File .00
Report
08/05/22 14.8 Entry Extending Time to File Report/ 08/31/2022 5.00
- Extending Hearing
08/05/22 Receipt 593890 7.00
08/08/22 Pay out made through bookkeeper # 0000072945 .00
ACCT #: 000000000209 3.00
09/01/22 1ae Entry Increasing Bond 204000.00 5.00
RLI
09/01/22 4.2 Fiduciary's Bond 624000.00 .00
RLI
N. Romanelli
09/01/22 bacb Bond Application for CBS Agency .00
09/19/22 l LETTER: .00
Return Account Assets Remaining
09/19/22 6.b Report of Newly Discovered Assets 7.00
09/19/22 6.be Entry Approving Report of Newly 47359.08 5.00
Assets
10/14/22 22n Guardian's Report 5.00
10/14/22 22p Annual Guardianship Plan .00
10/18/22 Receipt 597600 22.00
10/19/22 Pay out made through bookkeeper # 0000073729 .00
ACCT #: 000000000209 28.00
10/25/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/28/22 22ni Investigator Review of Guardian's Report .00
11/22/22 cpi Confidential Personal Identifiers .00
11/22/22 13a Fiduciary's Partial Account 03 25.00
11/22/22 13.1 Receipts and Disbursements .00
11/22/22 13.2 Assets Remaining in Fiduciary's Hands 224836.77 .00
11/22/22 l LETTER: .00
To Attorney For Court Costs
11/23/22 13e Entry Setting Hearing on Account .00
12/06/22 Receipt 599987 25.00
01/04/23 13h Judgment Entry Approving Partial Account .00
03/13/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/13/23 Receipt 604544 16.00
03/23/23 l LETTER: cover 03/09/2023 .00
03/23/23 15b Entry Authorizing Expenditure of Funds 624000.00 .00
(Custodial)
04/25/23 1b Application to Reduce Bond 5.00
04/25/23 1be Entry to Reduce Bond 246498.58 5.00
RLI Surety
04/25/23 Receipt 606947 10.00
04/26/23 Pay out made through bookkeeper # 0000075666 .00
ACCT #: 000000000209 5.00
06/15/23 13r Custodial Year End Report 2022 KEY .00
133497.79
09/19/23 16k Notice to File 0084047 1.00
10/24/23 13k Notice to File Account 0084047 1.00
12/05/23 22n Guardian's Report 5.00
12/05/23 22p Annual Guardianship Plan .00
12/06/23 1ae Entry Increasing Bond 35000.00 5.00
RLI
12/06/23 4.2 Fiduciary's Bond 281498.00 .00
RLI
12/06/23 poa Power of Attorney .00
12/06/23 bacb Bond Application for CBS Agency .00
12/06/23 13a Fiduciary's Partial Account 04 22.00
12/06/23 13.1 Receipts and Disbursements .00
12/06/23 13.2 Assets Remaining in Fiduciary's Hands 178123.94 .00
12/06/23 ex Extra Pages 6.00
12/06/23 cpi Confidential Personal Identifiers .00
12/06/23 Receipt 618023 40.00
12/07/23 13e Entry Setting Hearing on Account .00
12/07/23 Pay out made through bookkeeper # 0000077980 .00
ACCT #: 000000000209 15.00
12/20/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/27/23 22ni Investigator Review of Guardian's Report .00
01/17/24 13h Judgment Entry Approving Partial Account .00
02/01/24 m Motion .00
-Requesting the Court to issue an order
granting her authority to surrender the
Ward's annuity w/ MassMutual Ascend
02/01/24 e Entry JAA 5.00
-The Court GRANTS Robin Harris the
authority to surrender the Ward's
annuity with MassMutual Ascend
02/01/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
02/01/24 15b Entry Authorizing Expenditure of Funds 50000.00 .00
(Custodial)
02/01/24 Receipt 620731 21.00
02/02/24 Pay out made through bookkeeper # 0000078518 .00
ACCT #: 000000000209 14.00
02/21/24 13r Custodial Year End Report 2023 KEY .00
83547.56
05/02/24 1ca Application for Attorney Fees 10.00
Pamela W. Bridgeport
05/02/24 1cc Consent to Attorney Fees .00
Robin Harris
05/02/24 fs Fee Schedule .00
05/02/24 morf Magistrate's Order Regarding Fees 4520.50 .00
05/02/24 Receipt 625406 10.00
05/03/24 Pay out made through bookkeeper # 0000079338 .00
ACCT #: 000000000209 5.00
10/17/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/17/24 15b Entry Authorizing Expenditure of Funds 70000.00 .00
(Custodial)
10/17/24 Receipt 633877 16.00
10/18/24 Pay out made through bookkeeper # 0000080945 .00
ACCT #: 000000000209 4.00
10/18/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/18/24 att Attachments .00
10/18/24 15bn Entry Authorizing Expenditure of Funds ELC 5.00
(Non-Custodial)
10/18/24 Receipt 633938 15.00
10/21/24 Pay out made through bookkeeper # 0000080957 .00
ACCT #: 000000000209 5.00
11/05/24 16k Notice to File 0084047 1.00
11/06/24 13k Notice to File Account 0084047 1.00
12/06/24 l LETTER:Cover Letter. 12/04/2024 .00
12/06/24 13a Fiduciary's Partial Account 05 22.00
12/06/24 13.1 Receipts and Disbursements .00
12/06/24 13.2 Assets Remaining in Fiduciary's Hands 122463.70 .00
12/06/24 ex Extra Pages 5.00
12/06/24 cpi Confidential Personal Identifiers .00
12/09/24 13e Entry Setting Hearing on Account .00
12/11/24 Receipt 636559 29.00
12/12/24 Pay out made through bookkeeper # 0000081420 .00
ACCT #: 000000000209 21.00
01/10/25 22n Guardian's Report 5.00
01/10/25 22p Annual Guardianship Plan .00
01/13/25 Receipt 637872 5.00
01/14/25 Pay out made through bookkeeper # 0000081692 .00
ACCT #: 000000000209 25.00
01/21/25 13h Judgment Entry Approving Partial Account .00
01/30/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/14/25 1b Application to Reduce Bond 5.00
03/14/25 1be Entry to Reduce Bond 174190.16 5.00
RLI
03/14/25 Receipt 641181 10.00
04/10/25 1ca Application for Attorney Fees 10.00
Pamela W Bridgeport
04/10/25 1cc Consent to Attorney Fees .00
Robin Harris
04/10/25 fs Fee Schedule 1.00
04/10/25 1cb Entry Approving Attorney Fees 3684.00 .00
81.00
04/10/25 Receipt 642712 11.00
04/11/25 Pay out made through bookkeeper # 0000082468 .00
ACCT #: 000000000209 4.00
11/14/25 13k Notice to File Account 0084047 1.00
11/25/25 sc1 Substitution of Counsel (Estates, 0099448 .00
Trusts, Guard.)
11/25/25 Receipt 655561 1.00
12/04/25 13a Fiduciary's Partial Account 06 26.00
12/04/25 cpi Confidential Personal Identifiers .00
12/04/25 1ae Entry Increasing Bond 50000.00 5.00
RLI
12/04/25 22n Guardian's Report 5.00
12/04/25 22p Annual Guardianship Plan .00
Person
12/04/25 22p Annual Guardianship Plan .00
Estate
12/04/25 1a Application to Increase Bond 5.00
12/04/25 Receipt 655901 41.00
12/04/25 13.1 Receipts and Disbursements .00
12/04/25 13.2 Assets Remaining in Fiduciary's Hands 62965.38 .00
12/04/25 22ni Investigator Review of Guardian's Report .00
12/05/25 13e Entry Setting Hearing on Account .00
01/15/26 13h Judgment Entry Approving Partial Account .00
04/10/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/07/26 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
07/07/26 15b Entry Authorizing Expenditure of Funds $13863.75 .00
(Custodial)
07/07/26 Receipt 668588 16.00
BALANCE DUE .00
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