Case Docket

Case Number: 599467  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BREGACH, LINDA S.
AKA :


Date Code Description Reference Receipt Cost
08/08/19 01 Case Number (Daily Reporter) 10.00
08/08/19 02 Forms 10.00
08/08/19 03 Docketing & Index 15.00
08/08/19 04 Computerized Legal Research 3.00
08/08/19 05 Computer Fee 10.00
08/08/19 07 Legal Aid Trust Fund 26.00
08/08/19 08 Dispute Resolution Fund 15.00
08/08/19 gi Guardianship Investigator's Expense 75.00
08/08/19 16 Special Projects Fund 15.00
08/08/19 cb COST BILL .00
08/08/19 17.0 Application for Appointment of Guardian 20.00
08/08/19 15.0 Next of Kin .00
08/08/19 15.2 Guardian - Fiduciary's Acceptance .00
08/08/19 15.4 Guardian's Credibility Application .00
08/08/19 16.1 Affidavit of Custody .00
08/08/19 fw BCI & I Fingerprint Waiver .00
08/08/19 psoe Statement of Expert Evaluation .00
08/08/19 15.3 Affidavit of Additional Information .00
08/08/19 15.8 Adult Guardianship Service Information .00
08/08/19 m Motion to Expedite Hearing .00
08/08/19 1e Entry Setting Hearing 08/23/2019 5.00
2:00 PM
08/08/19 Receipt 540912 204.00
08/15/19 17.8 Investigator's Report .00
08/15/19 cos Certificate of Service Jennifer 21.00
Kincaid,LSW
08/15/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/23/19 cb COST BILL .00
08/23/19 igf Indigent Guardianship Fund 30.00
08/23/19 adl Additional Letters of Authority 4.00
08/23/19 17d Magistrate's Decision Gadd .00
William A. Good is appointed guardian
of the person & estate, bond has already
been provided to the court
08/23/19 17b Notice To Attorneys and Parties .00
08/23/19 17c Findings of Fact .00
08/23/19 17n Entry Adopting Magistrate's Decision 5.00
08/23/19 cos Certificate of Service .00
08/23/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GOOD, WILLIAM A. (fidy)
08/23/19 15.9 Oath of Guardian .00
08/23/19 rgg Receipt of guardianship guide .00
08/23/19 4.2 Fiduciary's Bond/Ohio Casualty Insurance 40000.00 .00
Co. Seibertkeck
08/23/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
08/23/19 att Attachments .00
creditability & signature pages
08/23/19 Receipt 541835 65.00
08/26/19 dr Digital Record of Hearing MNG .00
08/23/2019 / Hearing room E
Time:2:05:19 PM - 2:27:35 PM
08/30/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/30/19 15bn Entry Authorizing Expenditure of Funds 35.30 5.00
(Non-Custodial)
08/30/19 Receipt 542199 15.00
08/30/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/30/19 15bn Entry Authorizing Expenditure of Funds 125.00 5.00
(Non-Custodial) 504.30
per/month
08/30/19 1ae Entry Increasing Bond 522000.00 5.00
Seibertkeck
08/30/19 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 562000.00 .00
Seibertkeck
P Koehler
08/30/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
08/30/19 ae Motion to Appoint Expert .00
08/30/19 eae Entry Appointing Expert 5.00
Dr. Michael Witter, PHD
08/30/19 15c Application to Release Funds .00
08/30/19 15d Entry Authorizing Release of Funds 30028.01 5.00
241697.94
08/30/19 cc Certified Copy 1.00
08/30/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
08/30/19 16b Entry Ordering Deposit of Assets MERRILL LYN 5.00
In Lieu of Bond 2161471.08
Merrill Lynch Cash Management Acct 001
08/30/19 16b Entry Ordering Deposit of Assets MERRILL LYN .00
In Lieu of Bond 698097.24
Merrill Lynch IRA 002
08/30/19 cc Certified Copy 1.00
08/30/19 Receipt 542209 37.00
09/12/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
09/12/19 16ba Amended Entry Ordering Deposit of MORGAN STANL 5.00
Assets in Lieu of Bond 2161471.08
001
09/12/19 16ba Amended Entry Ordering Deposit of MORGAN STANL .00
Assets in Lieu of Bond 698097.24
002
09/12/19 cc Certified Copy 1.00
09/12/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
09/12/19 16b Entry Ordering Deposit of Assets MORGAN STANL 5.00
In Lieu of Bond 44894.20
003
09/12/19 16b Entry Ordering Deposit of Assets MORGAN STANL .00
In Lieu of Bond 768689.33
004
09/12/19 16b Entry Ordering Deposit of Assets MORGAN STANL .00
In Lieu of Bond 93193.23
005
09/12/19 cc Certified Copy 1.00
09/12/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/12/19 15bn Entry Authorizing Expenditure of Funds 125.00 5.00
(Non-Custodial) 100.00
130.00
45.00
09/12/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/12/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
09/12/19 m Motion to change direct deposit of .00
STRS
09/12/19 e Entry 5.00
09/12/19 cc Certified Copy 1.00
09/12/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/12/19 15bn Entry Authorizing Expenditure of Funds 13567.28 5.00
(Non-Custodial) 88.08
09/12/19 Receipt 542909 63.00
09/18/19 m Motion for release of assets to be 2nd Amended .00
deposited with a custodian in lieu of
bond
Amended due to wording on the app.
09/18/19 e Entry 5.00
09/18/19 cc Certified Copy 2.00
09/18/19 Receipt 543165 7.00
09/27/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
09/27/19 16b Entry Ordering Deposit of Assets MORGAN STANL 5.00
In Lieu of Bond 120921.24
006
09/27/19 cc Certified Copy 1.00
09/27/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/27/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
09/27/19 c Copy .10
09/27/19 Receipt 543716 21.10
10/09/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/09/19 15bn Entry Authorizing Expenditure of Funds 6799.37 5.00
(Non-Custodial)
10/09/19 Receipt 544350 15.00
10/21/19 6.0 Inventory 4142950.70 7.00
10/21/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/21/19 15bn Entry Authorizing Expenditure of Funds Suffron 5.00
(Non-Custodial)
10/21/19 1ae Entry Increasing Bond 155000.00 5.00
SeibertKeck
10/21/19 4.2 Fiduciary's Bond/OH Casualty Insurance 717000.00 .00
Co. SeiberKeck
P Koehler
10/21/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
10/21/19 Receipt 544880 27.00
10/22/19 app Application to reinvest funds .00
10/22/19 e Entry 5.00
10/22/19 Receipt 544952 5.00
10/29/19 ae Motion to Appoint Expert .00
10/29/19 eae Entry Appointing Expert 5.00
Dr Michael Witter
10/29/19 1ca Application for Attorney Fees 10.00
10/29/19 1cc Consent to Attorney Fees .00
William A. Good
10/29/19 fs Fee Schedule 5.00
10/29/19 morf Magistrate's Order Regarding Fees 28292.71 .00
William A. Good
10/29/19 1cd Application for Fiduciary Fees 10.00
10/29/19 1cc Consent to Guardian Fees .00
William A. Good
10/29/19 fs Fee Schedule 2.00
10/29/19 morf Magistrate's Order Regarding Fees 6240.00 .00
William A. Good
10/29/19 Receipt 545352 32.00
11/08/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/08/19 15b Entry Authorizing Expenditure of Funds 26272.45 .00
(Custodial)
11/08/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/08/19 15bn Entry Authorizing Expenditure of Funds 6750.00 5.00
(Non-Custodial) 480.00
21.77
11/08/19 app Application to employ a LPN .00
11/08/19 e Entry 5.00
11/08/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/08/19 16ba Amended Entry Ordering Deposit of MORGAN STANL 5.00
Assets in Lieu of Bond 1934007.56
001
11/08/19 16ba Amended Entry Ordering Deposit of MORGAN STANL .00
Assets in Lieu of Bond 682704.01
002
11/08/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/08/19 16ba Amended Entry Ordering Deposit of MORGAN STANL 5.00
Assets in Lieu of Bond 44937.68
003
11/08/19 16ba Amended Entry Ordering Deposit of MORGAN STANL .00
Assets in Lieu of Bond 773823.07
004
11/08/19 16ba Amended Entry Ordering Deposit of MORGAN STANL .00
Assets in Lieu of Bond 93283.49
005
11/08/19 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
11/08/19 16ba Amended Entry Ordering Deposit of MORGAN STANL 5.00
Assets in Lieu of Bond 121677.11
006
11/08/19 cc Certified Copy 3.00
11/08/19 Receipt 546038 54.00
11/15/19 16c Verification of Receipt or Deposit MORGAN STANL .00
121677.11
006 Y
11/15/19 16c Verification of Receipt or Deposit MORGAN STANL .00
1934007.56
001 Y
11/15/19 16c Verification of Receipt or Deposit MORGAN STANL .00
682704.01
002 Y
11/15/19 16c Verification of Receipt or Deposit MORGAN STANL .00
44937.68
003 Y
11/15/19 16c Verification of Receipt or Deposit MORGAN STANL .00
773823.07
004 Y
11/15/19 16c Verification of Receipt or Deposit MORGAN STANL .00
93283.49
005 Y
11/20/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/20/19 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial)
11/20/19 Receipt 546566 15.00
11/21/19 9.7 Application to Transfer Motor Vehicle .00
11/21/19 9.8 Entry Approving Transfer of Motor 2012 Ford 5.00
Vehicle
11/21/19 cc Certified Copy 1.00
11/21/19 Receipt 546638 6.00
12/04/19 3.a Application to Appoint Appraiser & to .00
Sell Real Estate
12/04/19 3.ae Entry Appointing Appraiser 161 5.00
12/04/19 10j Consent to Power to Sell Real Estate 2.00
Linda S. Bregach
Robert L. Jernigan
12/04/19 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/04/19 15b Entry Authorizing Expenditure of Funds 5180.00 .00
(Custodial)
12/04/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/04/19 15bn Entry Authorizing Expenditure of Funds 2.00 5.00
(Non-Custodial) 15.00
2500.00
6043.33
12/04/19 Receipt 547219 38.00
12/12/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/19 15bn Entry Authorizing Expenditure of Funds 1125.00 5.00
(Non-Custodial) 36.11
140.00
297.03
12/12/19 Receipt 547682 15.00
12/23/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/23/19 15bn Entry Authorizing Expenditure of Funds 227.76 5.00
(Non-Custodial) 400.00
54.34
12/23/19 1ae Entry Increasing Bond 118000.00 5.00
Seibertkeck
12/23/19 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 835000.00 .00
Seibertkeck
P Koehler
12/23/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
12/23/19 Receipt 548317 20.00
12/23/19 6n Appraiser's Certificate v 3.00
Kirk Miller
12/23/19 att Attachments .00
01/21/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/21/20 15bn Entry Authorizing Expenditure of Funds 2192.98 5.00
(Non-Custodial)
01/21/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/21/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/21/20 Receipt 549633 33.00
01/29/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/29/20 15bn Entry Authorizing Expenditure of Funds 11.57 5.00
(Non-Custodial) 73.40
7.86
5.00
01/29/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/29/20 15bn Entry Authorizing Expenditure of Funds 500.00/mnth 5.00
(Non-Custodial)
01/29/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/29/20 15bn Entry Authorizing Expenditure of Funds 31.16 5.00
(Non-Custodial) 14.42
01/29/20 Receipt 550123 45.00
02/13/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/13/20 15bn Entry Authorizing Expenditure of Funds 344.46 5.00
(Non-Custodial) 8.04
141.72
40.00
02/13/20 Receipt 551121 15.00
04/14/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/28/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/28/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/28/20 cc Certified Copy 1.00
04/28/20 Receipt 554321 16.00
06/15/20 6p Motion to Amend Inventory .00
06/15/20 6q Entry Amending Inventory 144135.87 5.00
Gadd
06/15/20 15c Application to Release Funds to Guardian .00
06/15/20 15d Entry Authorizing Release of Funds 144135.87 5.00
06/15/20 1ae Entry Increasing Bond 146000.00 5.00
Seibertkeck
06/15/20 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 981000.00 .00
Seibertkeck
P Koehler
06/15/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
06/15/20 cc Certified Copy 3.00
06/15/20 Receipt 556156 18.00
07/08/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/08/20 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
07/08/20 Receipt 557077 15.00
07/24/20 13ek eNotice to File Account 0022046 .00
07/27/20 16ek eNotice to File 0022046 .00
09/08/20 6p Motion to Amend Inventory .00
09/08/20 6q Entry Amending Inventory .00 5.00
09/08/20 1b Application to Reduce Bond 5.00
09/08/20 1be Entry to Reduce Bond 839500.00 5.00
SK
09/08/20 1cd Application for Fiduciary Fees 10.00
09/08/20 1ce Entry Approving Fiduciary Fees .00
William A Good 21189.84
09/08/20 1cc Consent to Attorney Fees .00
09/08/20 fs Fee Schedule .00
09/08/20 13a Fiduciary's Partial Account 01 22.00
09/08/20 13.1 Receipts and Disbursements .00
09/08/20 13.2 Assets Remaining in Fiduciary's Hands 366954.07 .00
09/08/20 ex Extra Pages 7.00
09/08/20 Receipt 559993 54.00
09/09/20 13e Entry Setting Hearing on Account .00
09/09/20 Pay out made through bookkeeper # 0000065959 .00
ACCT #: 000000000209 26.00
09/09/20 22n Guardian's Report 5.00
09/09/20 soe Statement of Expert Evaluation .00
09/09/20 Receipt 560040 5.00
10/13/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/13/20 15bn Entry Authorizing Expenditure of Funds 45.00/mnth 5.00
(Non-Custodial)
10/13/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/13/20 15bn Entry Authorizing Expenditure of Funds Worthington 5.00
(Non-Custodial)
10/13/20 app Application requesting the court to .00
increase hourly rate for Stacie Wortman,
LPN from $45.00/hour to $50.00/hour
beginning 01/01/2021
10/13/20 e Entry Worthington 5.00
10/13/20 Receipt 561704 35.00
10/20/20 13h Judgment Entry Approving Partial Account .00
11/09/20 1ca Application for Attorney Fees 10.00
11/09/20 1cc Consent to Attorney Fees .00
William Good
11/09/20 fs Fee Schedule 6.00
11/09/20 morf Magistrate's Order Regarding Fees 27123.75 .00
William A. Good
11/09/20 1cd Application for Fiduciary Fees 10.00
11/09/20 1cc Consent to Guardian Fees .00
William A. Good
11/09/20 fs Fee Schedule 2.00
11/09/20 morf Magistrate's Order Regarding Fees 11842.50 .00
William A. Good
11/10/20 Receipt 563127 28.00
01/22/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/22/21 15b Entry Authorizing Expenditure of Funds 5180.00 .00
(Custodial)
01/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/22/21 15bn Entry Authorizing Expenditure of Funds 545.90 5.00
(Non-Custodial)
01/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/22/21 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial)
01/22/21 Receipt 566140 46.00
02/04/21 13r Custodial Year End Report 2019 MORGAN STANL .00
705705.81
02/04/21 16g Ghost Entry Ordering Deposit of Assets MORGAN STANL .00
In Lieu of Bond into Existing Court 21018.00
Controlled/Custodial Account 007
02/04/21 16c Verification of Receipt or Deposit MORGAN STANL .00
21018.00
007 Y
02/04/21 13r Custodial Year End Report 2019 MORGAN STANL .00
205014.85
02/05/21 13r Custodial Year End Report 2019 MORGAN STANL .00
734603.80
02/05/21 16g Ghost Entry Ordering Deposit of Assets MORGAN STANL .00
In Lieu of Bond into Existing Court 1040753.00
Controlled/Custodial Account 008
02/05/21 16c Verification of Receipt or Deposit MORGAN STANL .00
1040753.00
008 Y
02/05/21 13r Custodial Year End Report 2019 MORGAN STANL .00
2298010.44
04/23/21 13s Custodial Month End Report MORGAN STANL .00
701956.96
04/23/21 13s Custodial Month End Report MORGAN STANL .00
671632.63
04/23/21 13s Custodial Month End Report MORGAN STANL .00
604375.93
04/23/21 13s Custodial Month End Report MORGAN STANL .00
646353.63
04/23/21 13s Custodial Month End Report MORGAN STANL .00
672769.86
04/23/21 13s Custodial Month End Report MORGAN STANL .00
687515.87
04/23/21 13s Custodial Month End Report MORGAN STANL .00
711513.98
04/26/21 13s Custodial Month End Report MORGAN STANL .00
736839.11
04/26/21 13s Custodial Month End Report MORGAN STANL .00
723430.66
04/26/21 13s Custodial Month End Report MORGAN STANL .00
713405.62
04/26/21 13s Custodial Month End Report MORGAN STANL .00
767352.90
04/26/21 13r Custodial Year End Report 2020 MORGAN STANL .00
788303.89
05/19/21 13r Custodial Year End Report 2020 MORGAN STANL .00
2432764.10
06/23/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/29/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/29/21 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
06/29/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/29/21 15b Entry Authorizing Expenditure of Funds 35832.00 .00
(Custodial)
06/29/21 Receipt 574066 31.00
07/07/21 13r Custodial Year End Report 2020 MORGAN STANL .00
133714.20
07/07/21 13s Custodial Month End Report MORGAN STANL .00
745594.35
07/07/21 13s Custodial Month End Report MORGAN STANL .00
712176.27
07/07/21 13s Custodial Month End Report MORGAN STANL .00
630998.88
07/07/21 13s Custodial Month End Report MORGAN STANL .00
677246.93
07/07/21 13s Custodial Month End Report MORGAN STANL .00
707228.60
07/07/21 13s Custodial Month End Report MORGAN STANL .00
725675.21
07/07/21 13s Custodial Month End Report MORGAN STANL .00
757739.93
08/10/21 16ek eNotice to File 0022046 .00
08/10/21 13ek eNotice to File Account 0022046 .00
08/31/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/31/21 15b Entry Authorizing Expenditure of Funds 5180.00 .00
(Custodial)
08/31/21 Receipt 577154 16.00
08/31/21 13s Custodial Month End Report MORGAN STANL .00
785511.65
08/31/21 13s Custodial Month End Report MORGAN STANL .00
769290.90
08/31/21 13s Custodial Month End Report MORGAN STANL .00
759752.89
08/31/21 13s Custodial Month End Report MORGAN STANL .00
826500.79
08/31/21 13s Custodial Month End Report MORGAN STANL .00
852689.39
09/15/21 1b Application to Reduce Bond 5.00
09/15/21 1be Entry to Reduce Bond 711000.00 5.00
OH Casualty
09/15/21 13a Fiduciary's Partial Account 02 22.00
09/15/21 13.1 Receipts and Disbursements .00
09/15/21 13.2 Assets Remaining in Fiduciary's Hands 302811.74 .00
09/15/21 ex Extra Pages 2.00
09/15/21 Receipt 577889 34.00
09/16/21 13e Entry Setting Hearing on Account .00
10/13/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/13/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
10/14/21 Receipt 579306 15.00
10/27/21 13h Judgment Entry Approving Partial Account .00
11/01/21 1ca Application for Attorney Fees 10.00
11/01/21 1cc Consent to Attorney Fees .00
William A. Good
11/01/21 fs Fee Schedule .00
11/01/21 morf Magistrate's Order Regarding Fees .00
11/01/21 1ca Application for Attorney Fees 10.00
11/01/21 1cc Consent to Attorney Fees .00
William A. Good
11/01/21 fs Fee Schedule .00
11/01/21 morf Magistrate's Order Regarding Fees .00
11/01/21 1ca Application for Attorney Fees 10.00
11/01/21 1cc Consent to Attorney Fees .00
William A. Good
11/01/21 fs Fee Schedule .00
11/01/21 morf Magistrate's Order Regarding Fees .00
11/01/21 ex Extra Pages 5.00
11/01/21 Receipt 580116 35.00
11/02/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/02/21 15bn Entry Authorizing Expenditure of Funds 750.00/mnth 5.00
(Non-Custodial)
11/02/21 Receipt 580173 15.00
11/17/21 16m Citation to File 0022046 guar 5.00
11/17/21 vcos Certificate of Service for Virtual Mail .00
11/17/21 vcs Virtual Service Mail Sent 6.18
William A Good 403671
12/02/21 vcr Virtual Service Returned .00
WAG 403671
12/03/21 22n Guardian's Report 5.00
12/03/21 soe Statement of Expert Evaluation .00
12/03/21 22ni Investigator Review of Guardian's Report .00
12/03/21 Receipt 581688 5.00
01/26/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/26/22 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
01/26/22 Receipt 584073 26.18
01/26/22 nc Notice of Change of Address of: .00
William A. Good
01/27/22 Pay out made through bookkeeper # 0000071016 .00
ACCT #: 000000000209 3.82
06/03/22 13s Custodial Month End Report MORGAN STANL .00
847565.84
06/03/22 13s Custodial Month End Report MORGAN STANL .00
864339.48
06/08/22 13s Custodial Month End Report MORGAN STANL .00
879214.87
06/08/22 13s Custodial Month End Report MORGAN STANL .00
909639.02
08/16/22 13ek eNotice to File Account 0022046 .00
08/19/22 l LETTER: cover 08/15/2022 .00
08/19/22 1b Application to Reduce Bond 5.00
08/19/22 1be Entry to Reduce Bond 675000.00 5.00
Lib Mut Ins
08/19/22 cc Certified Copy 1.00
08/19/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/19/22 1ca Application for Attorney Fees 10.00
William A Good
08/19/22 1cc Consent to Attorney Fees .00
William A Good
08/19/22 fs Fee Schedule 6.00
08/19/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
08/19/22 15b Entry Authorizing Expenditure of Funds 5180.00 .00
(Custodial)
08/23/22 13a Fiduciary's Partial Account 03 22.00
08/23/22 13.1 Receipts and Disbursements .00
08/23/22 13.2 Assets Remaining in Fiduciary's Hands 284166.19 .00
08/23/22 ex Extra Pages 2.00
08/23/22 Receipt 594840 83.00
08/24/22 13e Entry Setting Hearing on Account .00
08/24/22 Pay out made through bookkeeper # 0000073124 .00
ACCT #: 000000000209 3.00
08/25/22 1cd Application for Fiduciary Fees 10.00
William A. Good
08/25/22 1cc Consent to Attorney Fees .00
William A. Good
08/25/22 fs Fee Schedule .00
08/25/22 morf Magistrate's Order Regarding Fees 21478.04 .00
09/06/22 mo Magistrate's Order Approving Application MCD 5.00
for Atty Fees in Part
-see dec
09/06/22 cos Certificate of Service .00
09/20/22 15b Entry Authorizing Expenditure of Funds 340901.04 .00
(Custodial)
09/27/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
09/27/22 Receipt 596591 31.00
10/04/22 13h Judgment Entry Approving Partial Account .00
10/11/22 15b Entry Authorizing Expenditure of Funds 36636.04 .00
(Custodial)
10/26/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/08/22 16ek eNotice to File 0022046 .00
11/29/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/20/22 15b Entry Authorizing Expenditure of Funds 5680.00 .00
(Custodial)
12/20/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/20/22 15bn Entry Authorizing Expenditure of Funds ELC 5.00
(Non-Custodial)
12/20/22 Receipt 600656 31.00
01/23/23 13s Custodial Month End Report MORGAN STANL .00
917511.32
01/23/23 13s Custodial Month End Report MORGAN STANL .00
925298.84
01/23/23 13s Custodial Month End Report MORGAN STANL .00
983542.43
01/23/23 13s Custodial Month End Report MORGAN STANL .00
954783.13
01/23/23 13r Custodial Year End Report 2021 MORGAN STANL .00
985789.16
01/23/23 13s Custodial Month End Report MORGAN STANL .00
780872.65
01/23/23 13s Custodial Month End Report MORGAN STANL .00
791576.73
01/23/23 13s Custodial Month End Report MORGAN STANL .00
804482.56
01/23/23 13s Custodial Month End Report MORGAN STANL .00
830962.20
01/23/23 13s Custodial Month End Report MORGAN STANL .00
838184.26
01/24/23 22n Guardian's Report 5.00
01/24/23 soe Statement of Expert Evaluation .00
01/24/23 l LETTER: .00
William A. Good
01/25/23 Receipt 602288 5.00
02/22/23 22ni Investigator Review of Guardian's Report .00
03/07/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/07/23 15bn Entry Authorizing Expenditure of Funds 140.00 5.00
(Non-Custodial) 404.36
40.35
417.00
03/07/23 Receipt 604254 15.00
04/12/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/12/23 15bn Entry Authorizing Expenditure of Funds 750.00/mnth 5.00
(Non-Custodial)
04/12/23 Receipt 606174 15.00
06/27/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/27/23 15bn Entry Authorizing Expenditure of Funds 394.23 5.00
(Non-Custodial) 2200.00
4148.80
06/27/23 Receipt 610022 15.00
07/25/23 13ek eNotice to File Account 0022046 .00
08/30/23 1ae Entry Increasing Bond 15000.00 5.00
OH Casualty
08/30/23 4.2 Fiduciary's Bond 690000.00 .00
OH Casualty
08/30/23 poa Power of Attorney .00
08/30/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/30/23 15bn Entry Authorizing Expenditure of Funds 148.96 5.00
(Non-Custodial) 124.95
08/30/23 1cd Application for Fiduciary Fees of Estate 10.00
William A Good
08/30/23 1cc Consent to Attorney Fees .00
William A Good
08/30/23 fs Fee Schedule .00
08/30/23 morf Magistrate's Order Regarding Fees 21253.01 .00
08/30/23 1cd Application for Fiduciary Fees of Person 10.00
William A Good
08/30/23 1cc Consent to Attorney Fees .00
William A Good
08/30/23 fs Fee Schedule .00
08/30/23 morf Magistrate's Order Regarding Fees 3495.00 .00
08/30/23 1ca Application for Attorney Fees 10.00
William A Good
08/30/23 1cc Consent to Attorney Fees .00
William A Good
08/30/23 fs Fee Schedule 1.00
08/30/23 morf Magistrate's Order Regarding Fees 4093.82 .00
08/30/23 13a Fiduciary's Partial Account 04 22.00
08/30/23 13.1 Receipts and Disbursements .00
08/30/23 13.2 Assets Remaining in Fiduciary's Hands 289808.53 .00
08/30/23 ex Extra Pages 2.00
08/30/23 Receipt 613288 75.00
08/31/23 13e Entry Setting Hearing on Account .00
10/12/23 13h Judgment Entry Approving Partial Account .00
10/27/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/27/23 15b Entry Authorizing Expenditure of Funds 6500.00/mnth .00
(Custodial)
10/27/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/27/23 15bn Entry Authorizing Expenditure of Funds 4677.75 5.00
(Non-Custodial)
10/27/23 Receipt 616150 31.00
11/28/23 13r Custodial Year End Report 2021 MORGAN STANL .00
2422856.35
11/28/23 13r Custodial Year End Report 2021 MORGAN STANL .00
76744.82
11/28/23 13s Custodial Month End Report MORGAN STANL .00
846478.78
11/28/23 13s Custodial Month End Report MORGAN STANL .00
836763.36
11/28/23 13s Custodial Month End Report MORGAN STANL .00
814505.07
11/28/23 13r Custodial Year End Report 2021 MORGAN STANL .00
838965.38
12/06/23 13r Custodial Year End Report 2022 MORGAN STANL .00
13677.55
12/07/23 13r Custodial Year End Report 2022 MORGAN STANL .00
2224889.77
12/18/23 13s Custodial Month End Report MORGAN STANL .00
805262.47
12/18/23 13s Custodial Month End Report MORGAN STANL .00
706136.41
12/18/23 13s Custodial Month End Report MORGAN STANL .00
670775.28
12/18/23 13r Custodial Year End Report 2022 MORGAN STANL .00
683454.45
12/19/23 13s Custodial Month End Report MORGAN STANL .00
946222.56
12/20/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/20/23 13s Custodial Month End Report MORGAN STANL .00
819233.68
12/21/23 13s Custodial Month End Report MORGAN STANL .00
771356.71
12/27/23 16ek eNotice to File 0022046 .00
12/27/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/27/23 15bn Entry Authorizing Expenditure of Funds 112.85 5.00
(Non-Custodial)
12/27/23 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/27/23 15b Entry Authorizing Expenditure of Funds 6266.00/mnth .00
(Custodial)
12/27/23 Receipt 619033 31.00
01/26/24 13r Custodial Year End Report 2023 MORGAN STANL .00
15127.43
04/02/24 22n Guardian's Report 5.00
04/02/24 Receipt 623814 5.00
04/03/24 asoe Application to Extend Time to File .00
Expert Evaluation
04/03/24 esoe Entry Extending Time to File Expert 04/16/2024 5.00
Evaluation
04/03/24 22ni Investigator Review of Guardian's Report .00
04/30/24 soe Statement of Expert Evaluation .00
05/07/24 22ni Investigator Review of Guardian's Report .00
05/08/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/08/24 17.1e Entry Dispensing with the Filing of Duffy 5.00
Subsequent Statements of Expert
Evaluation
05/16/24 l LETTER: to William Good .00
07/30/24 13ek eNotice to File Account 0022046 .00
09/12/24 1b Application to Reduce Bond 5.00
09/12/24 1be Entry to Reduce Bond 635000.00 5.00
Liberty Mut
09/12/24 l LETTER: cover 09/03/24 .00
09/12/24 1cd Application for Fiduciary Fees of Estate 10.00
William A Good
09/12/24 1cc Consent to Attorney Fees .00
William A Good
09/12/24 fs Fee Schedule .00
09/12/24 morf Magistrate's Order Regarding Fees 22452.17 .00
09/12/24 1cd Application for Fiduciary Fees of Person 10.00
William A Good
09/12/24 1cc Consent to Attorney Fees .00
William A Good
09/12/24 fs Fee Schedule .00
09/12/24 morf Magistrate's Order Regarding Fees 5055.00 .00
09/12/24 1ca Application for Attorney Fees 10.00
William A Good
09/12/24 1cc Consent to Attorney Fees .00
William A Good
09/12/24 fs Fee Schedule .00
09/12/24 morf Magistrate's Order Regarding Fees 5208.66 .00
09/12/24 cos Certificate of Service .00
09/12/24 13a Fiduciary's Partial Account 05 22.00
09/12/24 13.1 Receipts and Disbursements .00
09/12/24 13.2 Assets Remaining in Fiduciary's Hands 259162.39 .00
09/12/24 ex Extra Pages 1.00
09/12/24 cc Certified Copy 2.00
09/12/24 Receipt 632009 60.00
09/13/24 13e Entry Setting Hearing on Account .00
09/20/24 Receipt 632410 15.00
10/16/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/16/24 Receipt 633741 16.00
10/21/24 15b Entry Authorizing Expenditure of Funds 6816.00/mnth .00
(Custodial)
10/24/24 13h Judgment Entry Approving Partial Account .00
11/26/24 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/26/24 Receipt 635914 16.00
12/05/24 15b Entry Authorizing Expenditure of Funds 35075.38 .00
(Custodial)
03/03/25 16ek eNotice to File 0022046 .00
03/07/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/29/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
05/29/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
05/29/25 Receipt 645329 16.00
08/12/25 13ek eNotice to File Account 0022046 .00
08/21/25 vhi Virtual Hearing Information .00
08/21/25 SR Service Request .00
08/25/25 11a Resignation of Fiduciary 5.00
08/25/25 1e Entry Setting Hearing 10/20/2025 5.00
3:30 PM
08/25/25 Receipt 650111 10.00
08/25/25 eb Exhibit .00
08/25/25 pbmr Courts Internal PB Mailer Request .00
08/25/25 2y Notice of Hearing .00
08/25/25 cos Certificate of Service .00
08/25/25 vgcs Guardianship: Virtual Service Mail Sent 8.16
William Good 086662
08/26/25 17.0 Application for Appointment of Guardian 20.00
08/26/25 15.2 Guardian - Fiduciary's Acceptance .00
08/26/25 15.4 Guardian's Credibility Application .00
08/26/25 15.3 Affidavit of Additional Information .00
08/26/25 15.8 Adult Guardianship Service Information .00
08/26/25 15.0 Next of Kin .00
08/26/25 17ca Change of Address Information for .00
Guardianships
08/26/25 cpi Confidential Personal Identifiers .00
08/26/25 Receipt 650126 28.16
08/26/25 Void Receipt 650126 28.16
08/26/25 ge Entry Setting Hearing 10/20/2025 .00
3:30 PM
08/26/25 eb Exhibit .00
08/26/25 Receipt 650167 28.16
08/27/25 jcos Certificate of Service/Judicial Staff .00
10/10/25 17.8 Investigator's Report 3.00
10/10/25 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/10/25 icos investigator certificate of service kincaid 19.50
10/14/25 vcmw Virtual Service Returned/NO SERVICE .00
William Good
686 Redwood Lane
Lewis Center, OH 43035
10/20/25 dr Digital Record of Hearing BCH .00
10/20/2025 / Zoom
10/21/25 cr Certified Mail Returned .00
10/21/25 Receipt 653303 22.50
10/21/25 11b Entry Accepting Resignation and Ordering 11/20/2025 5.00
Final Account
10/22/25 4.2B Copy of Bond Documents .00
10/22/25 Receipt 653460 5.00
10/24/25 1cd Application for Fiduciary Fees of Person 16.00
William A Good
10/24/25 fs Fee Schedule .00
10/24/25 morf Magistrate's Order Regarding Guard Fees 9150.00 .00
BCH
10/24/25 1cd Application for Fiduciary Fees of Estate 10.00
William A Good
10/24/25 fs Fee Schedule .00
10/24/25 morf Magistrate's Order Regarding Guard Fees 24820.88 .00
BCH
10/24/25 1ca Application for Attorney Fees 12.00
William A Good
10/24/25 1cc Consent to Attorney Fees .00
William A Good
10/24/25 fs Fee Schedule .00
10/24/25 morf Magistrate's Order Regarding Atty Fees 6293.37 .00
BCH
10/24/25 13a Fiduciary's Partial Account 06 26.00
10/24/25 13.1 Receipts and Disbursements .00
10/24/25 13.2 Assets Remaining in Fiduciary's Hands 287426.91 .00
10/24/25 Receipt 653662 64.00
10/27/25 13e Entry Setting Hearing on Account .00
10/29/25 17d Magistrate's Decision 1.00
Kevin Craine, Esq. be appointed
successor guardian of the person and
estate for Linda S. Bregach
10/29/25 17b Notice To Attorneys and Parties .00
10/29/25 17c Findings of Fact .00
10/29/25 17n Entry Adopting Magistrate's Decision 5.00
10/29/25 ccd Notice to Pay or File .00
10/29/25 15.9 Oath of Guardian .00
10/31/25 adl Additional Letters of Authority 2.00
10/31/25 igf Indigent Guardianship Fund 30.00
10/31/25 Receipt 654034 38.00
10/31/25 Void Receipt 654034 38.00
11/17/25 pocc Payment of Court Costs .00
11/17/25 Receipt 654973 38.00
11/17/25 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
CRAINE, KEVIN A (Fidy)
11/17/25 Receipt 654974 5.00
12/05/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/05/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
12/05/25 Receipt 656035 16.00
12/08/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
12/08/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
$8200 per month
12/08/25 Receipt 656087 16.00
12/08/25 13h Judgment Entry Approving Partial Account .00
12/10/25 rcloa Request for LOA Certified Copies .00
12/10/25 cc Certified Copy 1.00
12/10/25 cc Certified Copy 1.00
12/10/25 Receipt 656309 2.00
12/10/25 rcloa Request for LOA Certified Copies .00
12/10/25 cc Certified Copy 1.00
12/10/25 cc Certified Copy 1.00
12/10/25 Receipt 656310 2.00
12/16/25 15c Application to Release Funds .00
12/16/25 15d Entry Authorizing Release of Funds 5.00
12/16/25 Receipt 656633 5.00
12/17/25 rcloa Request for LOA Certified Copies .00
12/17/25 cc Certified Copy 1.00
12/17/25 cc Certified Copy 1.00
12/17/25 Receipt 656713 2.00
01/09/26 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
01/09/26 16b Entry Ordering Deposit of Assets WELLS FARGO2 5.00
In Lieu of Bond 4225000.00
009
01/09/26 Receipt 657758 5.00
01/09/26 cc Certified Copy - Motion for Release of 2.00
Assets to be Deposited with a Custodian
in Lieu of Bond
03/06/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/06/26 att Attachments .00
03/06/26 15bn Entry Authorizing Expenditure of Funds 281.00 5.00
(Non-Custodial) 95.00
MKB
03/06/26 Receipt 661052 17.00
04/08/26 13.0 Fiduciary's Final Account 07 22.00
GOOD, WILLIAM A. (fidy)
04/08/26 13.1 Receipts and Disbursements .00
04/08/26 r Receipt .00
04/08/26 r Receipt .00
04/08/26 1ca Application for Attorney Fees 10.00
William A. Good
04/08/26 fs Fee Schedule .00
04/08/26 morf Magistrate's Order Regarding Fees 1845.42 .00
Attorney KAG
04/08/26 1cd Application for Fiduciary Fees,Person 10.00
William A. Good
04/08/26 fs Fee Schedule .00
04/08/26 morf Magistrate's Order Regarding Fees 1470.00 .00
Person KAG
04/08/26 1cd Application for Fiduciary Fees,Estate 10.00
04/08/26 fs Fee Schedule .00
04/08/26 morf Magistrate's Order Regarding Fees 6528.03 .00
Estate KAG
04/08/26 Receipt 663164 52.00
04/09/26 13e Entry Setting Hearing on Account .00
04/10/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/10/26 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/10/26 Receipt 663364 15.00
04/10/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/10/26 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/10/26 Receipt 663368 15.00
04/16/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/06/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/06/26 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/06/26 Receipt 664977 15.00
05/20/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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