Case Docket

Case Number: 598725  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : HAUSLER, MARILYN
AKA :


Date Code Description Reference Receipt Cost
06/28/19 01 Case Number (Daily Reporter) 10.00
06/28/19 02 Forms 10.00
06/28/19 03 Docketing & Index 15.00
06/28/19 04 Computerized Legal Research 3.00
06/28/19 05 Computer Fee 10.00
06/28/19 07 Legal Aid Trust Fund 26.00
06/28/19 08 Dispute Resolution Fund 15.00
06/28/19 gi Guardianship Investigator's Expense 75.00
06/28/19 16 Special Projects Fund 15.00
06/28/19 cb COST BILL .00
06/28/19 17.0 Application for Appointment of Guardian 20.00
06/28/19 ge Entry Setting Hearing 08/19/2019 .00
2:00 pm
06/28/19 15.0 Next of Kin .00
06/28/19 15.1 Waiver of Notice .00
Shawn Hausler, Michael Hausler
06/28/19 15.2 Guardian - Fiduciary's Acceptance .00
06/28/19 15.3 Affidavit of Additional Information .00
06/28/19 15.4 Guardian's Credibility Application .00
06/28/19 16.1 Affidavit of Custody .00
06/28/19 psoe Statement of Expert Evaluation .00
06/28/19 15.8 Adult Guardianship Service Information .00
06/28/19 vgcs Guardianship: Virtual Service Mail Sent 5.60
06/28/19 Receipt 538601 204.60
06/28/19 2y Notice of Hearing on Application for .00
Appointment of Guardianship
06/28/19 cos Certificate of Service .00
06/28/19 vgcs Guardianship: Virtual Service Mail Sent .00
Hausler, Amie 2817-05
07/16/19 vcr Virtual Service Returned .00
AH 281705
07/26/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/08/19 17.8 Investigator's Report .00
08/08/19 cos Certificate of Service Erik von 21.00
Frese
08/08/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/19/19 bcr Background Check Received .00
Thom Hausler
08/19/19 cb COST BILL .00
08/19/19 igf Indigent Guardianship Fund 30.00
08/19/19 adl Additional Letters of Authority 4.00
08/19/19 17d Magistrate's Decision Morris .00
08/19/19 17b Notice To Attorneys and Parties .00
08/19/19 17c Findings of Fact .00
08/19/19 17n Entry Adopting Magistrate's Decision 5.00
08/19/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HAUSLER, THOM A. (fidy)
08/19/19 15.9 Oath of Guardian .00
08/19/19 rgg Receipt of guardianship guide .00
08/19/19 4.2 Fiduciary's Bond 40000.00 .00
RLI
08/19/19 bacb Bond Application for CBS Agency .00
08/19/19 att Attachments .00
08/19/19 cos Certificate of Service .00
08/19/19 Receipt 541487 65.00
08/20/19 dr Digital Record of Hearing RVM .00
08/19/2019 / hearing room 22 D
Time: 2:01:31-2:16:24
10/22/19 6ek eNotice to File Inventory 0078221 .00
11/25/19 6m Citation to File Inventory sent to fidy 5.00
11/25/19 vcos Certificate of Service for Virtual Mail .00
11/25/19 vcs Virtual Service Mail Sent 5.60
Thom A Hausler 302943
11/25/19 vcs Virtual Service Mail Sent 5.60
Derek Lee Graham 302950
11/26/19 1ae Entry Increasing Bond 1285866.30 5.00
CBS
11/26/19 4.2 Fiduciary's Bond/RLI Surety 1325866.30 .00
CBS
J VanOrder
11/26/19 bacb Bond Application for CBS Agency .00
11/26/19 cpi Confidential Personal Identifiers .00
11/26/19 6.0 Inventory 822070.46 7.00
11/26/19 15a Application for Authority to Expend Non 16.00
Funds from Custodial Account. (Includes Custodial
costs for Entry and Certification)
11/26/19 15b Entry Authorizing Expenditure of Funds 5500.00/mnth .00
(Custodial) 500.00/mnth
8000.00
300.00/mnth
11/26/19 15c Application to Release Funds .00
11/26/19 15d Entry Authorizing Release of Funds 25000.00 5.00
11/26/19 cc Certified Copy 1.00
11/26/19 Receipt 546891 50.20
12/10/19 vcr Virtual Service Returned .00
DLG 302950
12/10/19 vcr Virtual Service Returned .00
TAH 302943
01/07/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/07/20 15bn Entry Authorizing Expenditure of Funds 2000.00 5.00
(Non-Custodial) 500.00
200.00
150.00
01/07/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/07/20 15bn Entry Authorizing Expenditure of Funds 800.00 5.00
(Non-Custodial)
01/07/20 Receipt 548874 30.00
02/27/20 15c Application to Release Funds .00
02/27/20 15d Entry Authorizing Release of Funds 50000.00 5.00
02/27/20 cc Certified Copy 1.00
02/27/20 Receipt 551973 6.00
03/02/20 15c Application to Release Funds amended .00
03/02/20 15d Entry Authorizing Release of Funds 50000.00 5.00
03/02/20 cc Certified Copy 1.00
03/02/20 Receipt 552156 6.00
03/13/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/13/20 Receipt 552925 10.00
03/13/20 nc Notice of Change of Address of: .00
03/25/20 soe Statement of Expert Evaluation .00
04/21/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/29/20 15bn Entry Authorizing Expenditure of Funds 3000.00 5.00
(Non-Custodial)
05/08/20 dr Digital Record of Hearing KAG .00
04/27/2020 / Room 22 B
Time:10:30:15-10:38:52
07/21/20 16ek eNotice to File 0078221 .00
07/21/20 13ek eNotice to File Account 0078221 .00
09/03/20 13m Citation to File Account sent to fidy 5.00
09/03/20 vcos Certificate of Service for Virtual Mail .00
09/03/20 vcs Virtual Service Mail Sent 5.60
Thom A Hausler 323597
09/03/20 vcs Virtual Service Mail Sent 5.60
Derek Lee Graham 323603
09/15/20 vcr Virtual Service Returned .00
DLG 323603
09/15/20 vcr Virtual Service Returned .00
TAH 323597
09/28/20 1ca Application for Attorney Fees 10.00
Derek Graham/Melissa Feldman/Resch, Root
09/28/20 1cc Consent to Attorney Fees .00
Thom Hausler
09/28/20 fs Fee Schedule .00
09/28/20 morf Magistrate's Order Regarding Fees 3740.00 .00
09/28/20 Receipt 560908 31.20
10/29/20 16m Citation to File sent to guar 5.00
10/29/20 vcos Certificate of Service for Virtual Mail .00
10/29/20 vcs Virtual Service Mail Sent 5.60
Thom A Hausler 348248
10/29/20 vcs Virtual Service Mail Sent 5.60
Derek Lee Graham 328255
10/29/20 1da Application for Continuance of Hearing .00
10/29/20 8ac Entry Continuing Citation Hearing For 12/04/2020 5.00
Account
10/29/20 att Attachments .00
11/10/20 vcr Virtual Service Returned .00
DLG 348255
11/10/20 vcr Virtual Service Returned .00
TAH 348248
12/11/20 22n Guardian's Report 5.00
12/11/20 22p Annual Guardianship Plan .00
12/11/20 soe Statement of Expert Evaluation .00
12/11/20 lwip List of Ward's Important Papers .00
12/11/20 l LETTER: .00
Chase checking acct can not pick up for
Inventory and identified checks and
checks # on acct
01/06/21 8ac Entry Continuing Citation Hearing For 02/19/2021 5.00
Account
01/06/21 vcos Certificate of Service for Virtual Mail .00
01/06/21 vcs Virtual Service Mail Sent 5.60
GDN 361636
01/06/21 vcs Virtual Service Mail Sent 5.60
Attny 361643
01/25/21 vcr Virtual Service Returned .00
DLG 361643
01/26/21 vcr Virtual Service Returned .00
TAH 361636
03/01/21 8ac Entry Continuing Citation Hearing For 04/16/2021 5.00
Account
03/01/21 cos Certificate of Service .00
03/01/21 rm Regular Mail Sent .00
Thom A Hausler
Derek Lee Graham
03/01/21 m Motion .00
To Continue Citation Hearing
03/01/21 l LETTER: .00
03/01/21 Receipt 568174 5.00
03/01/21 l LETTER: .00
To Attorney For Citation Costs
04/16/21 dr Digital Record of Hearing RVM .00
04/16/2021 Hearing Room A
Time: 9:43:54 - 9:45:22 AM
04/29/21 l LETTER: .00
Need additional bond. Account is at the
accounting dept.
05/27/21 1ae Entry Increasing Bond 220000.00 5.00
CBS
05/27/21 4.2 Fiduciary's Bond/RLI Surety 1545866.30 .00
CBS
N Romanelli
05/27/21 bacb Bond Application for CBS Agency .00
06/03/21 13a Fiduciary's Partial Account 01 22.00
06/03/21 13.1 Receipts and Disbursements .00
06/03/21 13.2 Assets Remaining in Fiduciary's Hands 781736.47 .00
06/03/21 ex Extra Pages 6.00
06/03/21 Receipt 572854 75.40
06/04/21 13e Entry Setting Hearing on Account .00
06/04/21 Pay out made through bookkeeper # 0000068609 .00
ACCT #: 000000000209 24.60
06/21/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/15/21 13h Judgment Entry Approving Partial Account .00
09/01/21 22n Guardian's Report 5.00
09/01/21 22p Annual Guardianship Plan .00
09/01/21 soe Statement of Expert Evaluation .00
09/01/21 22ni Investigator Review of Guardian's Report .00
09/01/21 Receipt 577273 5.00
09/02/21 Pay out made through bookkeeper # 0000069536 .00
ACCT #: 000000000209 1.00
05/04/22 13ek eNotice to File Account 0078221 .00
08/02/22 16ek eNotice to File 0078221 .00
10/26/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/22/22 l LETTER:Cover Letter. 11/01/2022 .00
11/22/22 l LETTER:Return account. Need more bond. .00
12/15/22 l LETTER:Cover Letter. 12/5/2022 .00
12/15/22 1ae Entry Increasing Bond 25000.00 5.00
RLI
12/15/22 4.2 Fiduciary's Bond 1570866.30 .00
CBS
12/15/22 bacb Bond Application for CBS Agency .00
12/15/22 poa Power of Attorney RLI .00
12/19/22 13a Fiduciary's Partial Account 02 22.00
12/19/22 13.1 Receipts and Disbursements .00
12/19/22 401 Affidavit .00
12/19/22 13.2 Assets Remaining in Fiduciary's Hands 785080.86 .00
12/19/22 ex Extra Pages 8.00
12/19/22 Receipt 600581 35.00
12/20/22 13e Entry Setting Hearing on Account .00
12/20/22 Pay out made through bookkeeper # 0000074416 .00
ACCT #: 000000000209 2.00
01/31/23 13h Judgment Entry Approving Partial Account .00
02/28/23 16m Citation to File sent to guar 5.00
02/28/23 vcos Certificate of Service for Virtual Mail .00
02/28/23 vcs Virtual Service Mail Sent 6.85
Thom A Hausler 478600
02/28/23 vcs Virtual Service Mail Sent 6.85
Derek Lee Graham 478717
03/06/23 vcmw Virtual Service Returned/NO SERVICE .00
Thom A. Hausler-Moved to new address.
03/06/23 rm Regular Mail Sent .00
03/07/23 vcr Virtual Service Returned .00
DLG 478617
04/10/23 8rc Entry Continuing Citation Hearing For 05/26/2023 5.00
Report
04/10/23 rm Regular Mail Sent .00
Thom A Hausler
04/10/23 rm Regular Mail Sent .00
Derek Graham
04/10/23 eb Exhibit .00
Zoom Hearing
05/08/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/08/23 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
05/12/23 l LETTER: to Thom A. Hausler .00
05/26/23 dr Digital Record of Hearing MCD .00
5/26/23 22A 9:44:05 - 9:44:59 am
05/26/23 8rc Entry Continuing Citation Hearing For 06/30/2023 5.00
Report
05/26/23 rm Regular Mail Sent .00
Thomas Hausler
Derek Graham
05/26/23 eb Exhibit .00
06/06/23 22n Guardian's Report 5.00
06/06/23 att Attachments .00
06/06/23 l LETTER: .00
06/08/23 Receipt 609106 38.70
06/09/23 Pay out made through bookkeeper # 0000076121 .00
ACCT #: 000000000209 11.30
06/26/23 22ni Investigator Review of Guardian's Report .00
08/21/23 1ca Application for Attorney Fees 10.00
Derek Graham
08/21/23 1cc Consent to Attorney Fees .00
Thom A Hausler
08/21/23 fs Fee Schedule .00
08/21/23 morf Magistrate's Order Regarding Fees 7418.30 .00
09/05/23 Receipt 613492 10.00
09/28/23 22n Guardian's Report 5.00
09/28/23 att Attachments .00
09/28/23 l LETTER: .00
Derek Graham Esq
10/04/23 22ni Investigator Review of Guardian's Report .00
11/06/23 l LETTER: .00
Additional bond, expend funds for cash
witharawals and vouchers can not use
receipts. Return Account
11/14/23 Receipt 616955 5.00
11/21/23 13ek eNotice to File Account 0078221 .00
12/20/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/21/23 l LETTER: .00
Cover Letter
12/21/23 13a Fiduciary's Partial Account 03 22.00
12/21/23 13.1 Receipts and Disbursements .00
12/21/23 13.2 Assets Remaining in Fiduciary's Hands 827867.80 .00
12/21/23 ex Extra Pages 7.00
12/21/23 Receipt 618804 29.00
12/22/23 13e Entry Setting Hearing on Account .00
12/22/23 Pay out made through bookkeeper # 0000078134 .00
ACCT #: 000000000209 71.00
02/05/24 13h Judgment Entry Approving Partial Account .00
04/11/24 15c Application to Release Funds to Guardian .00
04/11/24 15d Entry Authorizing Release of Funds 70708.62 5.00
-To Chase Savings Acct. # 3600
04/11/24 cc Certified Copy 1.00
04/11/24 dc Death Certificate .00
Marilyn C. Hausler
05/20/24 15c Application to Release Funds to Guardian AMENDED .00
05/20/24 15d Entry Authorizing Release of Funds 70708.62 5.00
-From Chase Savings Acct. # 3606 to
Richard L. Eickhoff
05/20/24 cc Certified Copy 1.00
05/29/24 Receipt 626705 12.00
05/30/24 Pay out made through bookkeeper # 0000079564 .00
ACCT #: 000000000209 18.00
08/30/24 16ek eNotice to File 0078221 .00
10/21/24 r Receipt of Marilyn C. Hausler Chase .00
Savings Account
10/21/24 l LETTER: .00
Philipps & Graham, LLC
10/24/24 l LETTER:Cover Letter. 10/15/2024 .00
10/24/24 1ca Application for Attorney Fees 10.00
Derek Graham/Philipps & Graham, LLC. 3271.00
35.34
10/24/24 1cc Consent to Attorney Fees 3271.00 .00
35.34
10/24/24 fs Fee Schedule .00
10/24/24 morf Magistrate's Order Regarding Fees 3271.00 .00
35.34
11/13/24 l LETTER: .00
Return Final Account Termination
Costs, POD Receipts
11/14/24 50m Application to Terminate 10.00
11/14/24 50p Entry Terminating and Ordering Final 01/14/2025 5.00
Account
11/14/24 misc Miscellaneous Filing .00
Receipt
11/26/24 l LETTER: .00
Cover Letter
11/26/24 13.0 Fiduciary's Final Account 04 22.00
11/26/24 13.1 Receipts and Disbursements .00
11/26/24 ex Extra Pages 6.00
11/26/24 Receipt 635909 53.00
11/27/24 13e Entry Setting Hearing on Account .00
12/02/24 l LETTER:Cover Letter. 11/26/2024 .00
12/02/24 r Receipt .00
12/09/24 l LETTER: .00
Phillips & Graham, LLC
12/09/24 att Attachments .00
01/09/25 13i Judgment Entry Approving Final Account .00
07/01/25 99 Case Closed .00
BALANCE DUE .00
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