Case Docket

Case Number: 598354  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BALLANTYNE, JUDITH A.
AKA :


Date Code Description Reference Receipt Cost
06/07/19 01 Case Number (Daily Reporter) 10.00
06/07/19 02 Forms 10.00
06/07/19 03 Docketing & Index 15.00
06/07/19 04 Computerized Legal Research 3.00
06/07/19 05 Computer Fee 10.00
06/07/19 07 Legal Aid Trust Fund 26.00
06/07/19 08 Dispute Resolution Fund 15.00
06/07/19 gi Guardianship Investigator's Expense 75.00
06/07/19 16 Special Projects Fund 15.00
06/07/19 cb COST BILL .00
06/07/19 m Motion to Expedite Hearing .00
06/07/19 1e Entry Expediting Hearing 06/19/2019 5.00
2:00 pm
06/07/19 15.8 Adult Guardianship Service Information .00
06/07/19 17.0 Application for Appointment of Guardian 20.00
06/07/19 15.0 Next of Kin .00
06/07/19 15.1 Waiver of Notice .00
Wisniewski, Matt
06/07/19 15.2 Guardian - Fiduciary's Acceptance .00
06/07/19 16.1 Affidavit of Custody .00
06/07/19 15.3 Affidavit of Additional Information .00
06/07/19 15.4 Guardian's Credibility Application .00
06/07/19 17ca Change of Address Information for .00
Guardianships
06/07/19 psoe Statement of Expert Evaluation .00
06/07/19 Receipt 537368 204.00
06/07/19 2y Notice of Hearing .00
06/07/19 vgcs Guardianship: Virtual Service Mail Sent 16.80
Neal, Suzanne 2813-54
Harris, Robert 2813-49
Heideman, Stephanie 2813-30
06/07/19 cos Certificate of Service .00
06/14/19 17.8 Investigator's Report .00
06/14/19 att Attachments .00
06/14/19 cos Certificate of Service 12.00
06/14/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/18/19 vcr Virtual Service Returned .00
SH 281330
06/18/19 vcr Virtual Service Returned .00
SN 281354
06/18/19 vcr Virtual Service Returned .00
RH 281347 or
281349
06/18/19 vcr Virtual Service Returned .00
RH 281347 or
281349
06/18/19 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Kevin A. Craine
06/18/19 cos Certificate of Service .00
06/18/19 ae Motion to Appoint Expert .00
06/18/19 eae Entry Appointing Expert 5.00
Michael Witter
06/18/19 1da Application for Continuance of Hearing .00
06/18/19 1de Entry Continuing Hearing 07/19/2019 5.00
2:00 pm
06/18/19 mem Memorandum in Support .00
06/18/19 cos Certificate of Service .00
06/18/19 Receipt 537990 38.80
07/17/19 1da Application for Continuance of Hearing .00
07/17/19 1de Entry Continuing Hearing 08/19/2019 5.00
11:00 am
07/17/19 Receipt 539607 5.00
07/19/19 cos Certificate of Service .00
07/26/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/19/19 misc Miscellaneous Filing .00
08/19/19 17d Magistrate's Decision Stone .00
Matt Wisniewski be appointed person &
estate of Judith A. Ballantyne.
Bond is set at $40,000.00
08/19/19 17b Notice To Attorneys and Parties .00
08/19/19 17c Findings of Fact .00
08/20/19 eb Exhibit A .00
08/20/19 dr Digital Record of Hearing TAS .00
08/19/2019 / hearing room 22 E
Time: 11:19:39-12:13:47
09/10/19 cb COST BILL .00
09/10/19 igf Indigent Guardianship Fund 30.00
09/10/19 adl Copies of misc documents TAS 4.00
09/10/19 15.9 Oath of Guardian .00
09/10/19 4.2 Fiduciary's Bond/OH Casualty Insurance 40000.00 .00
Co. Seibertkeck
P Koehler
09/10/19 bacb Bond Application for CBS Agency .00
09/10/19 att Attachments .00
creditability & signature pages
09/10/19 rgg Receipt of guardianship guide .00
09/19/19 jd Entry Adopting Magistrate's Decision Montgomery 5.00
09/19/19 cos Certificate of Service .00
09/23/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WISNIEWSKI, MATT (fidy)
09/23/19 adl Additional Letters of Authority 5.00
09/23/19 mfm Motion to Release Information .00
Chase Bank
09/23/19 mfe Journal Entry to Release Information .00
09/23/19 mfm Motion to Release Information .00
Huntington
09/23/19 mfe Journal Entry to Release Information .00
09/23/19 Receipt 543439 49.00
10/01/19 1ae Entry Increasing Bond 332704.00 5.00
Seibertkeck
10/01/19 4.2 Fiduciary's Bond/OH Casualty Insurance 372704.00 .00
Co. Seibertkeck
P Koehler
10/01/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
10/01/19 15c Application to Release Funds .00
10/01/19 15d Entry Authorizing Release of Funds 71747.03 5.00
77607.13
10/01/19 Receipt 543905 10.00
10/09/19 6.0 Inventory 705086.27 7.00
WISNIEWSKI, MATT (fidy)
10/09/19 cpi Confidential Personal Identifiers .00
10/09/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/09/19 15bn Entry Authorizing Expenditure of Funds 484.79 5.00
(Non-Custodial) 3150.00/mth
500.00/mnth
250.00/mnth
10/09/19 Receipt 544387 22.00
10/16/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/16/19 15bn Entry Authorizing Expenditure of Funds 884.00 5.00
(Non-Custodial) 138.68
10/16/19 Receipt 544678 15.00
10/25/19 9.7 Application to Transfer Motor Vehicle .00
10/25/19 9.8 Entry Approving Transfer of Motor 2011 Buick 5.00
Vehicle
10/25/19 cc Certified Copy 1.00
10/25/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/25/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
10/25/19 1ca Application for Attorney Fees 4449.00 10.00
Kevin Craine 543.80
10/25/19 1cc Consent to Attorney Fees .00
Matt Wisniewski
10/25/19 fs Fee Schedule 1.00
10/25/19 1ca Application for Attorney Fees 2705.00 10.00
Susan Wasserman
10/25/19 1cc Consent to Attorney Fees .00
Matt Wisniewski
10/25/19 fs Fee Schedule .00
10/25/19 1cd Application for Fiduciary Fees 8545.25 10.00
Matt Wisniewski 289.00
10/25/19 mem Memorandum in Support .00
10/25/19 fs Fee Schedule 7.00
10/25/19 cp Case Plan .00
10/25/19 Receipt 545221 59.00
10/29/19 mo Magistrate's Order Worthington 5.00
See order
10/29/19 cos Certificate of Service .00
10/29/19 morf Magistrate's Order Regarding Fees 4992.80 .00
10/29/19 cos Certificate of Service .00
Kevin A. Graine
11/12/19 mfm Motion to Release Information .00
11/12/19 mfe Journal Entry to Release Information .00
11/12/19 cc Certified Copy 1.00
11/12/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/12/19 15bn Entry Authorizing Expenditure of Funds 7830.00 5.00
(Non-Custodial)
11/12/19 Receipt 546137 21.00
11/14/19 6.b Report of Newly Discovered Assets 7.00
11/14/19 6.be Entry Approving Report of Newly 10909.19 5.00
Assets
11/14/19 att Attachments .00
11/14/19 15c Application to Release Funds .00
11/14/19 15d Entry Authorizing Release of Funds 10909.19 5.00
11/14/19 cc Certified Copy 1.00
11/14/19 Receipt 546279 18.00
12/03/19 al Amended Letters of Authority .00
12/09/19 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
12/09/19 15bn Entry Authorizing Expenditure of Funds 281.00/a day 5.00
(Non-Custodial) AMENDED
12/09/19 c Copy .05
12/09/19 Receipt 547477 15.05
12/09/19 nc Notice of Change of Address of: .00
12/09/19 app Application to place will on Deposit .00
12/11/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/11/19 15bn Entry Authorizing Expenditure of Funds 15/mnth 5.00
(Non-Custodial) 154.05
12/11/19 c Copy .15
12/11/19 11a Resignation of Fiduciary 5.00
Matt Wisniewski
12/11/19 11b Entry Accepting Resignation and Ordering 02/28/2020 5.00
Final Account
WISNIEWSKI, MATT (fidy)
12/11/19 c Copy .05
12/11/19 Receipt 547613 25.20
12/11/19 cb COST BILL .00
Successor App. -Susan Wasserman
12/11/19 02 Forms 10.00
12/11/19 03 Docketing & Index 15.00
12/11/19 04 Computerized Legal Research 3.00
12/11/19 05 Computer Fee 10.00
12/11/19 07 Legal Aid Trust Fund 26.00
12/11/19 08 Dispute Resolution Fund 15.00
12/11/19 gi Guardianship Investigator's Expense 75.00
12/11/19 16 Special Projects Fund 15.00
12/11/19 17.0 Application for Appointment of Guardian 20.00
12/11/19 ge Entry Setting Hearing 01/24/2020 .00
11:00 AM
12/11/19 15.0 Next of Kin .00
12/11/19 15.1 Waiver of Notice .00
Susan Wasserman
12/11/19 15.2 Guardian - Fiduciary's Acceptance .00
12/11/19 16.1 Affidavit of Custody .00
12/11/19 15.3 Affidavit of Additional Information .00
12/11/19 15.4 Guardian's Credibility Application .00
12/11/19 17ca Change of Address Information for .00
Guardianships
12/11/19 15.8 Adult Guardianship Service Information .00
12/11/19 Receipt 547617 189.00
12/11/19 2y Notice of Hearing .00
12/11/19 cos Certificate of Service .00
12/11/19 vgcs Guardianship: Virtual Service Mail Sent 11.20
Suzanne Neal #320992
Stephanie Heideman #320985
12/18/19 vcr Virtual Service Returned .00
SN 320992
01/03/20 vcr Virtual Service Returned .00
SH 320985
01/03/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/03/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/03/20 Receipt 548740 26.20
01/09/20 17.8 Investigator's Report .00
01/09/20 cos Certificate of Service Erik von 13.00
Frese
01/09/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/24/20 cb COST BILL .00
app - Susan Wasserman
01/24/20 igf Indigent Guardianship Fund 30.00
01/24/20 adl Additional Letters of Authority 2.00
01/24/20 17d Magistrate's Decision Gadd .00
Susan Wasserman is hereby appt.
successor guardian of the person & the
estate of Judith A. Ballantyne. Bond is
01/24/20 ex set @ 372704.00. Matthew Wisniewski is .00
discharged as guardian upon approval of
his final acct.
01/24/20 17c Findings of Fact .00
01/24/20 17b Notice To Attorneys and Parties .00
01/24/20 17n Entry Adopting Magistrate's Decision 5.00
01/24/20 cos Certificate of Service .00
01/24/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
Susan Wasserman - Person & Estate
WASSERMAN, SUSAN S. (fidy)
01/24/20 15.9 Oath of Guardian .00
01/24/20 rgg Receipt of guardianship guide .00
01/24/20 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 372000.00 .00
Seibertkeck
P Koehler
01/24/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
01/24/20 att Credability & Signature pages .00
01/24/20 Receipt 549928 55.00
01/27/20 dr Digital Record of Hearing MNG .00
01/24/2020 / Room 22 E
Time:11:05:19-11:11:09
02/06/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/06/20 15bn Entry Authorizing Expenditure of Funds 4500.00 5.00
(Non-Custodial)
02/06/20 Receipt 550701 15.00
02/07/20 1cd Application for Guardian Fees 10.00
02/07/20 fs Fee Schedule .00
02/07/20 morf Magistrate's Order Regarding Fees 4908.26 .00
02/07/20 1ca Application for Extraordinary Fees 10.00
Matthew Wisniewski
02/07/20 1cc Consent to Attorney Fees .00
Susan Wasserman
02/07/20 fs Fee Schedule .00
02/07/20 c Copy .35
02/07/20 Receipt 550788 20.35
02/12/20 15c Application to Release Funds .00
02/12/20 15d Entry Authorizing Release of Funds 75000.00 5.00
02/12/20 cc Certified Copy 1.00
02/12/20 cpi Confidential Personal Identifiers .00
02/12/20 Receipt 551083 6.00
02/19/20 morf Magistrate's Order Regarding Fees 3178.25 .00
Gadd
02/19/20 cos Certificate of Service .00
02/21/20 13n Application to Extend Time to File .00
Account
02/21/20 13o Entry Extending Time to File Account 04/10/2020 5.00
WISNIEWSKI, MATT (fidy)
02/21/20 Receipt 551635 5.00
03/04/20 6.0 Inventory 640434.02 7.00
WASSERMAN, SUSAN S. (fidy)
03/04/20 cpi Confidential Personal Identifiers .00
03/04/20 15c Application to Release Funds .00
03/04/20 15d Entry Authorizing Release of Funds 5.00
03/04/20 cc Certified Copy 1.00
03/04/20 Receipt 552315 13.00
03/06/20 3.a Application to Appoint Appraiser .00
03/06/20 3.ae Entry Appointing Appraiser 49 5.00
03/06/20 Receipt 552471 5.00
03/10/20 nc Notice of Change of Address of: .00
Ward's
03/11/20 13ek eNotice to File Account 0032104 .00
03/27/20 mo Magistrate's Order Denying Application Green 5.00
For Attorney Fees Premature
03/27/20 cos Certificate of Service .00
03/30/20 1ca Application for Attorney Fees 6965.00 10.00
Susan Wasserman 489.35
03/30/20 fs Fee Schedule .00
03/30/20 13.0 Fiduciary's Final Account 01 22.00
WISNIEWSKI, MATT (fidy)
03/30/20 13.1 Receipts and Disbursements 0.00 .00
03/30/20 ex Extra Pages 4.00
03/30/20 c Copy .40
03/30/20 Receipt 553438 41.40
03/31/20 13e Entry Setting Hearing on Account .00
04/06/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/06/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/06/20 att Attachments 16.00
04/06/20 Receipt 553582 31.00
04/06/20 l LETTER: cover .00
04/07/20 app Application To Place Will On Deposit .00
04/20/20 misc Return of Fiduciary .00
Return of Appraiser
04/20/20 6n Appraiser's Certificate v 3.00
04/20/20 Receipt 554064 3.00
04/20/20 l LETTER: cover 04/14/2020 .00
04/21/20 Pay out made through bookkeeper # 0000064875 .00
ACCT #: 000000000209 22.00
04/27/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/30/20 1cd Application for Fiduciary Fees 10.00
04/30/20 1ce Magistrate's Order Regarding Fees .00
04/30/20 13a Fiduciary's Partial Account 01 22.00
WASSERMAN, SUSAN S. (fidy)
04/30/20 13.1 Receipts and Disbursements .00
04/30/20 13.2 Assets Remaining in Fiduciary's Hands 586505.27 .00
04/30/20 Receipt 554423 32.00
05/01/20 13e Entry Setting Hearing on Account .00
05/01/20 Pay out made through bookkeeper # 0000064956 .00
ACCT #: 000000000209 18.00
05/11/20 13i Judgment Entry Approving Final Account .00
05/22/20 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Michael Juhola as co-counsel for
Susan Wasserman
06/03/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/03/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/03/20 Receipt 555706 15.00
06/11/20 13h Judgment Entry Approving Partial Account .00
06/11/20 1ae Entry Increasing Bond 800000.00 5.00
Seibertkeck
06/11/20 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 1172000.00 .00
Seibertkeck
P Koehler
06/11/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
06/11/20 Receipt 555998 5.00
10/16/20 1b Application to Reduce Bond 5.00
10/16/20 1be Entry to Reduce Bond 635926.46 5.00
Seibertkeck
10/16/20 13a Fiduciary's Partial Account 02 22.00
WASSERMAN, SUSAN S. (fidy)
10/16/20 13.1 Receipts and Disbursements .00
10/16/20 13.2 Assets Remaining in Fiduciary's Hands 317963.23 .00
10/16/20 ex Extra Pages 2.00
10/16/20 Receipt 561886 29.00
10/19/20 13e Entry Setting Hearing on Account .00
11/30/20 13h Judgment Entry Approving Partial Account .00
12/29/20 16ek eNotice to File 0032104 .00
01/26/21 misc Amended Care Plane 01/11/2021 .00
01/26/21 1cd Application for Guardian Fees by Formula 10.00
Susan Wasserman
01/26/21 morf Magistrate's Order Regarding Fees 3827.52 .00
01/26/21 1ca Application for Attorney Fees 10.00
Susan Wasserman
01/26/21 fs Fee Schedule 2.00
01/26/21 morf Magistrate's Order Regarding Fees 2820.00 .00
01/26/21 1cd Application for Guardian of the Person- 10.00
Medical Fees
Susan Wasserman
01/26/21 fs Fee Schedule 2.00
01/26/21 morf Magistrate's Order Regarding Fees 2892.75 .00
01/26/21 Receipt 566378 39.00
01/27/21 Pay out made through bookkeeper # 0000067273 .00
ACCT #: 000000000209 61.00
02/03/21 22n Guardian's Report 5.00
WASSERMAN, SUSAN S. (fidy)
02/03/21 soe Statement of Expert Evaluation .00
WASSERMAN, SUSAN S. (fidy)
02/03/21 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
02/03/21 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
WASSERMAN, SUSAN S. (fidy)
02/03/21 Receipt 566903 10.00
02/09/21 Pay out made through bookkeeper # 0000067432 .00
ACCT #: 000000000209 11.00
04/19/21 13a Fiduciary's Partial Account 03 22.00
WASSERMAN, SUSAN S. (fidy)
04/19/21 13.1 Receipts and Disbursements .00
04/19/21 13.2 Assets Remaining in Fiduciary's Hands 280282.39 .00
04/19/21 Receipt 570668 22.00
04/20/21 13e Entry Setting Hearing on Account .00
04/26/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/26/21 15bn Entry Authorizing Expenditure of Funds 840.00/mnth 5.00
(Non-Custodial) 300.00/mnth
1000.00/mnth
8000.00/mnth
04/26/21 Receipt 571033 15.00
04/29/21 1cd Application for Fiduciary Fees 10.00
04/29/21 morf Magistrate's Order Regarding Fees 3292.93 .00
04/29/21 Receipt 571256 10.00
04/30/21 Pay out made through bookkeeper # 0000068295 .00
ACCT #: 000000000209 5.00
06/01/21 13h Judgment Entry Approving Partial Account .00
06/21/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/14/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/14/21 att Attachments .00
07/14/21 15bn Entry Authorizing Expenditure of Funds 1500.00 5.00
(Non-Custodial)
07/14/21 Receipt 574904 15.00
11/05/21 1cd Application for Fiduciary Fees 10.00
Judith A Ballantyne
11/05/21 fs Fee Schedule .00
11/05/21 morf Magistrate's Order Regarding Fees 2709.65 .00
11/05/21 13a Fiduciary's Partial Account 04 22.00
WASSERMAN, SUSAN S. (fidy)
11/05/21 13.1 Receipts and Disbursements .00
11/05/21 13.2 Assets Remaining in Fiduciary's Hands 247185.64 .00
11/05/21 ex Extra Pages 1.00
11/05/21 Receipt 580465 33.00
11/08/21 13e Entry Setting Hearing on Account .00
11/08/21 Pay out made through bookkeeper # 0000070238 .00
ACCT #: 000000000209 4.00
12/20/21 13h Judgment Entry Approving Partial Account .00
01/04/22 16ek eNotice to File 0032104 .00
01/27/22 1b Application to Reduce Bond 5.00
01/27/22 1be Entry to Reduce Bond 494371.28 5.00
OH Casualty
01/27/22 Receipt 584234 10.00
02/22/22 22n Guardian's Report 5.00
WASSERMAN, SUSAN S. (fidy)
02/22/22 22ni Investigator Review of Guardian's Report .00
02/22/22 Receipt 585357 5.00
10/10/22 13ek eNotice to File Account 0032104 .00
10/26/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/15/22 l LETTER:Return account. Need all voucher .00
numbers listed on account.
11/29/22 13a Fiduciary's Partial Account 05 22.00
WASSERMAN, SUSAN S. (fidy)
11/29/22 13.1 Receipts and Disbursements .00
11/29/22 13.2 Assets Remaining in Fiduciary's Hands 184699.68 .00
11/29/22 ex Extra Pages 1.00
11/29/22 Receipt 599631 23.00
11/30/22 13e Entry Setting Hearing on Account .00
11/30/22 Pay out made through bookkeeper # 0000074196 .00
ACCT #: 000000000209 2.00
12/06/22 1cd Application for Guardian Fees 10.00
Susan Wasserman
12/06/22 fs Fee Schedule .00
12/06/22 morf Magistrate's Order Regarding Fees 5061.33 .00
12/06/22 Receipt 599981 10.00
12/07/22 Pay out made through bookkeeper # 0000074272 .00
ACCT #: 000000000209 10.00
01/10/23 13h Judgment Entry Approving Partial Account .00
01/18/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/18/23 att Attachments .00
01/18/23 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
01/18/23 Receipt 601892 10.00
01/24/23 16ek eNotice to File 0032104 .00
01/30/23 Receipt 602502 5.00
02/03/23 15an Application for Authority to Expend AMENDED 10.00
Funds (Non-Custodial)
02/03/23 15bnd Entry Denying Expenditure of Funds DENIED 5.00
(Non-Custodial) MCD
-The applicant hasn't submitted a lower
hourly rate.
03/23/23 22n Guardian's Report 5.00
WASSERMAN, SUSAN S. (fidy)
03/27/23 Receipt 605255 5.00
03/31/23 22ni Investigator Review of Guardian's Report .00
09/19/23 dc Death Certificate .00
Judith A. Ballantyne
09/19/23 50m Application to Terminate 10.00
09/19/23 50p Entry Terminating and Ordering Final 12/15/2023 5.00
Account
WASSERMAN, SUSAN S. (fidy)
09/20/23 Receipt 614240 20.00
10/03/23 6.b Report of Newly Discovered Assets 7.00
10/03/23 6.be Entry Approving Report of Newly 1175.00 5.00
Assets
10/03/23 att Attachments 15.00
10/03/23 obit Obituary .00
Judith A. Ballantyne
10/03/23 cpi Confidential Personal Identifiers .00
10/03/23 Receipt 614860 37.00
10/04/23 Pay out made through bookkeeper # 0000077445 .00
ACCT #: 000000000209 3.00
12/11/23 13n Application to Extend Time to File .00
Account
12/11/23 13o Entry Extending Time to File Account 01/05/2024 5.00
WASSERMAN, SUSAN S. (fidy)
12/11/23 Receipt 618219 5.00
12/12/23 13ek eNotice to File Account 0032104 .00
12/20/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/11/24 1ca Application for Attorney Fees 10.00
Susan Wasserman 5250.00
303.00
01/11/24 1cc Consent to Attorney Fees 5250.00 .00
303.00
01/11/24 fs Fee Schedule .00
01/11/24 morf Magistrate's Order Regarding Fees 5250.00 .00
303.00
01/11/24 1ca Application for Attorney Fees 10.00
Michael D. Juhola-Co Counsel. 1500.00
0.00
01/11/24 1cc Consent to Attorney Fees 1500.00 .00
0.00
01/11/24 fs Fee Schedule .00
01/11/24 morf Magistrate's Order Regarding Fees 1500.00 .00
0.00
01/11/24 1cd Application for Fiduciary Fees 10.00
Susan Wasserman 4623.97
303.00
01/11/24 1cc Consent to Attorney Fees 4623.97 .00
303.00
01/11/24 fs Fee Schedule .00
01/11/24 morf Magistrate's Order Regarding Fees 4623.97 .00
303.00
01/11/24 13.0 Fiduciary's Final Account 06 22.00
WASSERMAN, SUSAN S. (fidy)
01/11/24 13.1 Receipts and Disbursements .00
01/11/24 ex Extra Pages 2.00
01/12/24 13e Entry Setting Hearing on Account .00
01/12/24 Receipt 619761 54.00
01/16/24 Pay out made through bookkeeper # 0000078322 .00
ACCT #: 000000000209 46.00
02/13/24 m Motion .00
-Requesting authority to close the J.P.
Morgan Chase Bank Acct. # 3869
02/13/24 att Attachments .00
02/13/24 e Entry TAS 5.00
-The final account has been filed & no
remaining assets, the bank account may
be closed without delay
02/13/24 Receipt 621364 5.00
02/26/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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