Case Docket

Case Number: 601346  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : WAKELEY, LEONA M.
AKA :


Date Code Description Reference Receipt Cost
11/20/19 01 Case Number (Daily Reporter) 10.00
11/20/19 02 Forms 10.00
11/20/19 03 Docketing & Index 15.00
11/20/19 04 Computerized Legal Research 3.00
11/20/19 05 Computer Fee 10.00
11/20/19 07 Legal Aid Trust Fund 26.00
11/20/19 08 Dispute Resolution Fund 15.00
11/20/19 gi Guardianship Investigator's Expense 75.00
11/20/19 16 Special Projects Fund 15.00
11/20/19 cb COST BILL .00
App -FCGSB
11/20/19 vgcs Guardianship: Virtual Service Mail Sent 5.60
11/20/19 17.0 Application for Appointment of Guardian 20.00
11/20/19 ge Entry Setting Hearing 12/11/2019 .00
11:00 AM
11/20/19 15.0 Next of Kin .00
11/20/19 15.1 Waiver of Notice .00
Jack Kullman
11/20/19 15.2 Guardian - Fiduciary's Acceptance .00
11/20/19 15.3 Affidavit of Additional Information .00
11/20/19 15.4 Guardian's Credibility Application .00
11/20/19 17ca Change of Address Information for .00
Guardianships
11/20/19 16.1 Affidavit of Custody .00
11/20/19 psoe Statement of Expert Evaluation .00
11/20/19 15.8 Adult Guardianship Service Information .00
11/20/19 cos Certificate of Service .00
11/20/19 vgcs Guardianship: Virtual Service Mail Sent 5.60
11/20/19 2y Notice of Hearing .00
Bonnie Hurst 320664
11/26/19 17.8 Investigator's Report .00
11/26/19 cos Certificate of Service Erik von 15.50
Frese
11/26/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/02/19 aos Affidavit of Service .00
- Bonnie Hurst
12/03/19 02 Forms 10.00
12/03/19 03 Docketing & Index 15.00
12/03/19 04 Computerized Legal Research 3.00
12/03/19 05 Computer Fee 10.00
12/03/19 08 Dispute Resolution Fund 15.00
12/03/19 16 Special Projects Fund 15.00
12/03/19 cb COST BILL .00
competing app
12/03/19 17.0 Application for Appointment of Guardian 20.00
12/03/19 ge Entry Setting Hearing 12/11/2019 .00
11:00 AM
12/03/19 15.0 Next of Kin .00
12/03/19 15.2 Guardian - Fiduciary's Acceptance .00
12/03/19 16.1 Affidavit of Custody .00
12/03/19 15.4 Guardian's Credibility Application .00
12/03/19 15.3 Affidavit of Additional Information .00
12/03/19 15.8 Adult Guardianship Service Information .00
12/03/19 Receipt 547177 313.70
12/03/19 vcr Virtual Service Returned .00
BH 320664
12/05/19 aos Affidavit of Service .00
Bonnie Hurst
12/11/19 15.1 Waiver of Notice - FCGSB .00
- Bonnie K Hurst
12/11/19 15.1 Waiver of Notice - Susan Wasserman E/OA .00
- Bonnie K Hurst
12/11/19 cb COST BILL .00
apt
12/11/19 igf Indigent Guardianship Fund 30.00
12/11/19 adl Additional Letters of Authority 2.00
12/11/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
Susan Wasserman - Estate Only
WASSERMAN, SUSAN S. (fidy)
12/11/19 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 104000.00 .00
Seibertkeck
P Koehler
12/11/19 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
12/11/19 att Credability & Signature pages .00
12/11/19 cb COST BILL .00
apt. FCGSB
12/11/19 igf Indigent Guardianship Fund 30.00
12/11/19 adl Additional Letters of Authority 2.00
12/11/19 17d Magistrate's Decision Sugar .00
Jack Kullman with the FCGSB is apt.
guardian of the person Leona M. Wakeley.
Susan Wasserman is appt. guardian of the
12/11/19 ex estate of Leona M. Wakeley. Bond is set .00
@ 40000.00.
12/11/19 17c Findings of Fact .00
12/11/19 17b Notice To Attorneys and Parties .00
12/11/19 15.9 Oath of Guardian .00
12/11/19 15.9 Oath of Guardian .00
Susan Wasserman
12/11/19 17n Entry Adopting Magistrate's Decision 5.00
12/11/19 cos Certificate of Service .00
12/11/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB - Person Only
FCGSB, BY DESIGNEE (fidy)
12/11/19 rgg Receipt of guardianship guide .00
12/11/19 Receipt 547619 79.00
12/12/19 dr Digital Record of Hearing SNS .00
12/11/2019 / Room 22 E
Time:11:12:24-11:34:26
12/23/19 6.0 Inventory 152559.08 7.00
WASSERMAN, SUSAN S. (fidy)
12/23/19 cpi Confidential Personal Identifiers .00
12/23/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/23/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
12/23/19 att Attachments .00
12/23/19 1ca Application for Attorney Fees 10.00
Sussan Wasserman
12/23/19 fs Fee Schedule 3.00
12/23/19 att Attachments .00
12/23/19 Receipt 548323 35.00
12/23/19 22p Annual Guardianship Plan .00
Case Plan
01/16/20 morf Magistrate's Order Regarding Fees 5927.70 .00
Morris
01/16/20 cos Certificate of Service .00
02/03/20 6.b Report of Newly Discovered Assets 7.00
02/03/20 6.be Entry Approving Report of Newly 2797.00 5.00
Assets
02/03/20 Receipt 550452 12.00
02/11/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/11/20 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial) 200.00
500.00
50.00
02/11/20 Receipt 551004 15.00
04/21/20 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 amended 10.00
Funds (Non-Custodial)
04/28/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/28/20 Receipt 554322 15.00
04/29/20 Pay out made through bookkeeper # 0000064938 .00
ACCT #: 000000000209 10.00
05/22/20 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Michael Juhola as co-counsel for
Susan Wasserman
05/29/20 9.7 Application to Transfer Motor Vehicle .00
05/29/20 9.8 Entry Approving Transfer of Motor 2002 5.00
Vehicle F150
05/29/20 cc Certified Copy 1.00
05/29/20 adl Additional Letters of Authority 1.00
05/29/20 Receipt 555491 7.00
06/09/20 3.a Application to Appoint Appraiser .00
06/09/20 3.ae Entry Appointing Appraiser 35 5.00
06/09/20 Receipt 555915 5.00
06/12/20 mem Memorandum in Support of Extraordinary .00
Fees for Guardian of the Estate During
Covid Pandemic Rule 71.2
06/12/20 st Status Report & Request for Entry 5.00
Setting Hearing to Qualify for Medicaid
& Emergency Placement by the
Guardianship Service Board
06/12/20 eb Exhibit A-1 & A-2 .00
06/12/20 1ca Application for Attorney Fees 10.00
Susan Wasserman
06/12/20 fs Fee Schedule .00
06/12/20 50g Representation/Report of Insolvency .00
06/12/20 7.0 Schedule of Claims 5.00
06/12/20 1e Entry Setting Hearing 08/04/2020 5.00
8:30 AM
FCGSB, BY DESIGNEE (fidy)
06/12/20 ex Extra Pages 2.00
06/12/20 Receipt 556058 27.00
07/01/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/01/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/01/20 Receipt 556831 15.00
07/06/20 6n Appraiser's Certificate V 3.00
07/06/20 Receipt 557014 3.00
07/07/20 Pay out made through bookkeeper # 0000065438 .00
ACCT #: 000000000209 2.00
07/10/20 nc Notice of Change of Address of: .00
07/24/20 2y Notice of Remote Hearing 08/04/2020 .00
via Zoom 8:30 AM
07/24/20 cos Certificate of Service .00
07/24/20 eb Exhibit A .00
07/29/20 cr Certified Mail Returned-insolvency .00
complete-Citi Advantage Card
complete-Discover Card
complete-Fifth Third
07/29/20 ex complete-Fifth Third .00
complete-US Bank
complete-US Bank
complete-Guardianship Service Board
07/29/20 ex complete-Bonnie Hurst .00
complete-Chase Bank Slate Card
complete-Fifth Third Bank
complete-Fifth Third Mortgage
08/04/20 mo Magistrate's Order Morris 5.00
-Atty Wasserman shall file an amended
app for fees that is limited to her work
08/04/20 ex rule on atty Wasserman's fees until the .00
amended app & a new statement of assets
are filed.
08/04/20 cos Certificate of Service .00
08/05/20 dr Digital Record of Hearing RVM .00
08/04/2020
Zoom
08/05/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/05/20 15bn Entry Authorizing Expenditure of Funds Morris 5.00
(Non-Custodial)
08/05/20 l LETTER: to FCPC .00
from Susan Wasserman
08/05/20 Receipt 558353 15.00
09/14/20 1ae Entry Increasing Bond 280000.00 5.00
Seibertkeck
09/14/20 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 384000.00 .00
Seibertkeck
P Koehler
09/14/20 bacb Bond Application for CBS Agency .00
09/14/20 Receipt 560253 5.00
11/13/20 16ek eNotice to File Sent To fidy .00
11/13/20 13ek eNotice to File Account 0032104 .00
11/13/20 app Application For Authority To Create .00
Qualified Income Trust For Ward
11/13/20 e Entry 5.00
11/13/20 cc Certified Copy 1.00
11/13/20 Receipt 563271 11.00
11/16/20 Pay out made through bookkeeper # 0000066648 .00
ACCT #: 000000000209 4.00
12/09/20 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
12/09/20 22p Annual Guardianship Plan .00
12/09/20 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
12/09/20 22ni Investigator Review of Guardian's Report .00
12/09/20 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
12/09/20 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
FCGSB, BY DESIGNEE (fidy)
12/14/20 15c Application to Release Funds to Guardian .00
12/14/20 15d Entry Authorizing Release of Funds 3263.50 5.00
Stone
12/14/20 cc Certified Copy 1.00
12/14/20 Receipt 564594 11.00
12/23/20 1ca Application for Attorney Fees 10.00
12/23/20 fs Fee Schedule 20.00
12/23/20 morf Magistrate's Order Regarding Fees 14110.70 .00
Susan Wasserman
12/23/20 1cd Application for Fiduciary Fees 10.00
guardian of the person
12/23/20 fs Fee Schedule 2.00
12/23/20 morf Magistrate's Order Regarding Fees 0.00 .00
Susan Wasserman per
insolvency
12/23/20 1cd Application for Fiduciary Fees 10.00
guardian of the estate
12/23/20 fs Fee Schedule 3.00
12/23/20 morf Magistrate's Order Regarding Fees 1955.95 .00
Susan Wasserman per
insolvency
12/23/20 1ca Application for Attorney Fees 10.00
12/23/20 1cc Consent to Attorney Fees .00
Susan Wasserman
12/23/20 fs Fee Schedule .00
12/23/20 morf Magistrate's Order Regarding Fees 420.00 .00
Susan Wasserman
12/23/20 mem Memorandum in Support of Amended .00
Insolvency & Application For Fees By
Guardian Of The Estate
12/23/20 50g Representation/Report of Insolvency amended .00
12/23/20 7.0 Schedule of Claims amended 5.00
12/23/20 50h Entry Declaring Insolvency 5.00
12/23/20 50m Application to Terminate 10.00
estate only
12/23/20 50p Entry Terminating and Ordering Final 02/26/2021 5.00
Account
WASSERMAN, SUSAN S. (fidy)
12/23/20 Receipt 565033 95.00
12/24/20 Pay out made through bookkeeper # 0000067021 .00
ACCT #: 000000000209 5.00
02/18/21 13.0 Fiduciary's Final Account 01 36.00
WASSERMAN, SUSAN S. (fidy)
02/18/21 13.1 Receipts and Disbursements .00
02/18/21 c Copy .90
02/18/21 Receipt 567626 36.90
02/19/21 13e Entry Setting Hearing on Account .00
02/19/21 Pay out made through bookkeeper # 0000067536 .00
ACCT #: 000000000209 63.10
04/01/21 13i Judgment Entry Approving Final Account .00
06/29/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/10/21 16ek eNotice to File Sent To fidy .00
11/12/21 22ni Investigator Review of Guardian's Report .00
11/12/21 misc Guardian's Annual Report .00
11/12/21 22p Annual Guardianship Plan .00
10/17/22 16ek eNotice to File Sent To fidy .00
10/27/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/07/22 misc Guardian's Annual Report .00
11/07/22 22p Annual Guardianship Plan .00
11/08/22 22ni Investigator Review of Guardian's Report .00
07/03/23 appi Application Requesting Indigency Status .00
07/03/23 ei Entry Declaring Indigent Status .00
07/05/23 dcr Request to Remove Costs from Docket .00
- $10.00
08/01/23 11a Resignation of Fiduciary .00
GSB
08/01/23 11c Entry Accepting Resignation of Fiduciary .00
08/04/23 02 Forms .00
08/04/23 03 Docketing & Index .00
08/04/23 04 Computerized Legal Research .00
08/04/23 05 Computer Fee .00
08/04/23 07 Legal Aid Trust Fund .00
08/04/23 08 Dispute Resolution Fund .00
08/04/23 16 Special Projects Fund .00
08/04/23 gi Guardianship Investigator's Expense .00
08/04/23 cb COST BILL .00
08/04/23 17.0 Application for Appointment of Guardian .00
Steven J. Sicilian (successor)
08/04/23 ge Entry Setting Hearing 09/22/2023 .00
9:00 a.m.
08/04/23 eb Exhibit A .00
Zoom invite
08/04/23 15.0 Next of Kin .00
08/04/23 15.1 Waiver of Notice .00
Bonnie Hurst
08/04/23 15.1 Waiver of Notice .00
Steven J. Sicilian
08/04/23 15.2 Guardian - Fiduciary's Acceptance .00
08/04/23 15.3 Affidavit of Additional Information .00
08/04/23 15.4 Guardian's Credibility Application .00
08/04/23 16.1 Affidavit of Custody .00
08/04/23 17ca Change of Address Information for .00
Guardianships
08/04/23 fw BCI & I Fingerprint Waiver .00
08/04/23 bcr Background Check Received .00
Steven J. Sicilian
08/04/23 15.8 Adult Guardianship Service Information .00
09/11/23 17.8 Investigator's Report .00
09/11/23 cos Certificate of Service Kincaid .00
10/02/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/02/23 appi Application Requesting Indigency Status .00
10/02/23 ei Entry Declaring Indigent Status .00
10/02/23 igf Indigent Guardianship Fund .00
10/02/23 adl Additional Letters of Authority .00
10/02/23 cb COST BILL .00
10/02/23 17d Magistrate's Decision Clous .00
Accordingly, Steven J. Sicilian is
hereby appointed successor guardian of
the person of Leona M. Wakeley. No bond
10/02/23 17b Notice To Attorneys and Parties .00
10/02/23 17c Findings of Fact .00
10/02/23 17n Entry Adopting Magistrate's Decision .00
10/02/23 cos Certificate of Service .00
10/02/23 15.5 Entry Appointing Guardian, Letter of .00
Authority
SICILIAN, STEVEN J. (fidy)
10/02/23 15.9 Oath of Guardian .00
10/02/23 m Motion to monitor and direct the use .00
of personal needs account
10/02/23 e Entry .00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/16/24 2y Notice of Death of ward .00
Leona Wakeley
05/16/24 50m Application to Terminate .00
05/16/24 50n Entry Terminating and Dispensing with Y .00
Final Account
SICILIAN, STEVEN J. (fidy)
BALANCE DUE .00
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