Case Docket

Case Number: 602677  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : CASE, SUSAN L.
AKA :

Date Code Description Reference Receipt Cost
02/06/20 01 Case Number (Daily Reporter) 10.00
02/06/20 02 Forms 10.00
02/06/20 03 Docketing & Index 15.00
02/06/20 04 Computerized Legal Research 3.00
02/06/20 05 Computer Fee 10.00
02/06/20 07 Legal Aid Trust Fund 26.00
02/06/20 08 Dispute Resolution Fund 15.00
02/06/20 gi Guardianship Investigator's Expense 75.00
02/06/20 16 Special Projects Fund 15.00
02/06/20 cb COST BILL .00
02/06/20 17.0 Application for Appointment of Guardian 20.00
02/06/20 ge Entry Setting Hearing 03/03/2020 .00
9:0 am
02/06/20 15.0 Next of Kin .00
02/06/20 15.1 Waiver of Notice .00
Matthew Case
02/06/20 15.1 Waiver of Notice .00
Andrew Case
02/06/20 15.2 Guardian - Fiduciary's Acceptance .00
02/06/20 15.3 Affidavit of Additional Information .00
02/06/20 15.4 Guardian's Credibility Application .00
02/06/20 16.1 Affidavit of Custody .00
02/06/20 17ca Change of Address Information for .00
Guardianships
02/06/20 psoe Statement of Expert Evaluation .00
02/06/20 15.8 Adult Guardianship Service Information .00
02/06/20 Receipt 550729 199.00
02/21/20 bcr Background Check Received .00
- Susan Case
02/25/20 17.8 Investigator's Report .00
02/25/20 cos Certificate of Service Jennifer 12.00
Kincaid,LSW
02/25/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/03/20 cb COST BILL .00
03/03/20 igf Indigent Guardianship Fund 30.00
03/03/20 adl Additional Letters of Authority 2.00
03/03/20 17d Magistrate's Decision Wambaugh .00
Susan E. Case is appt guardian of the
person & estate of Susan Case. Bond is
set @ 1260000.00.
03/03/20 17b Notice To Attorneys and Parties .00
03/03/20 17c Findings of Fact .00
03/03/20 17n Entry Adopting Magistrate's Decision 5.00
03/03/20 cos Certificate of Service .00
03/03/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
Susan E. Case - Person & Estate
CASE, SUSAN E. (fidy)
03/03/20 15.9 Oath of Guardian .00
03/03/20 rgg Receipt of guardianship guide .00
03/03/20 4.2 Fiduciary's Bond/Ohio Casualty Ins Co 1260000.00 .00
Seibertkeck
P Koehler
03/03/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
03/03/20 15.4 Guardian's Credibility Application .00
03/03/20 poa Power of Attorney - Health Care .00
03/03/20 15c Application to Release Funds to Guardian .00
03/03/20 15d Entry Authorizing Release of Funds 337421.40 5.00
Funds to be held in a guardianship acct
03/03/20 Receipt 552196 59.00
03/04/20 dr Digital Record of Hearing CLW .00
03/03/2020 / Room 22 E
Time:9:12:07-9:32:36
03/06/20 15c Application to Release Funds amended .00
03/06/20 15d Entry Authorizing Release of Funds 5.00
03/06/20 cc Certified Copy 1.00
03/06/20 Receipt 552444 6.00
04/21/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/06/20 6k Notice to File Inventory 0093363 1.00
06/03/20 6.0 Inventory 719919.97 7.00
06/03/20 1ae Entry Increasing Bond 60000.00 5.00
Seibertkeck
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 4.2 Fiduciary's Bond/OH Casualty Insurance 1320000.00 .00
Co. Seibertkeck
P Koehler
06/03/20 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
06/03/20 1ca Application for Attorney Fees 10.00
06/03/20 fs Fee Schedule .00
06/03/20 morf Magistrate's Order Regarding Fees 1480.00 .00
Jessica N. Roshon, Esq 296.00
06/03/20 Receipt 555710 37.00
02/04/21 16k Notice to File 0093363 1.00
02/04/21 13k Notice to File Account 0093363 1.00
03/19/21 1cd Application for Fiduciary Fees 10.00
Susan E Case
03/19/21 fs Fee Schedule .00
03/19/21 morf Magistrate's Order Regarding Fees 3383.81 .00
03/19/21 1ca Application for Attorney Fees 10.00
Jessica N Roshon
03/19/21 fs Fee Schedule .00
03/19/21 morf Magistrate's Order Regarding Fees 1069.00 .00
03/19/21 1ae Entry Increasing Bond 18000.00 5.00
Seibertkeck
03/19/21 4.2 Fiduciary's Bond/ OH Casualty insurance 1338000.00 .00
Seibertkeck
P. Koehler
03/19/21 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
03/19/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/19/21 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
03/19/21 6a Amended Inventory 719939.97 7.00
03/19/21 13a Fiduciary's Partial Account 01 22.00
03/19/21 13.1 Receipts and Disbursements .00
03/19/21 13.2 Assets Remaining in Fiduciary's Hands 734402.27 .00
03/19/21 Receipt 569313 72.00
03/22/21 Pay out made through bookkeeper # 0000067884 .00
ACCT #: 000000000209 4.00
03/23/21 13e Entry Setting Hearing on Account .00
03/30/21 22n Guardian's Report 5.00
03/30/21 soe Statement of Expert Evaluation .00
03/30/21 22ni Investigator Review of Guardian's Report .00
03/30/21 Receipt 569765 5.00
03/31/21 Pay out made through bookkeeper # 0000067963 .00
ACCT #: 000000000209 1.00
05/03/21 13h Judgment Entry Approving Partial Account .00
07/04/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/29/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/29/21 15bn Entry Authorizing Expenditure of Funds 15133.50 5.00
(Non-Custodial)
11/29/21 Receipt 581384 10.00
12/03/21 Receipt 581683 5.00
02/23/22 13k Notice to File Account 0093363 1.00
03/03/22 16k Notice to File 0093363 1.00
03/28/22 13n Application to Extend Time to File .00
Account
03/28/22 13o Entry Extending Time to File Account 05/24/2022 5.00
05/26/22 1b Application to Reduce Bond 5.00
05/26/22 1be Entry to Reduce Bond 1320387.00 5.00
SK
05/26/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/26/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/26/22 22n Guardian's Report 5.00
05/26/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/26/22 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
05/26/22 22ni Investigator Review of Guardian's Report .00
05/31/22 13a Fiduciary's Partial Account 02 22.00
05/31/22 13.1 Receipts and Disbursements .00
05/31/22 13.2 Assets Remaining in Fiduciary's Hands 725452.97 .00
05/31/22 ex Extra Pages 1.00
05/31/22 Receipt 590650 65.00
05/31/22 1ca Application for Attorney Fees 10.00
Jessica N Roshon
05/31/22 fs Fee Schedule .00
05/31/22 morf Magistrate's Order Regarding Fees 832.00 .00
06/01/22 13e Entry Setting Hearing on Account .00
06/09/22 Receipt 591183 10.00
07/12/22 13h Judgment Entry Approving Partial Account .00
10/28/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/27/23 cc Certified Copy 1.00
04/28/23 16k Notice to File 0093363 1.00
05/02/23 13k Notice to File Account 0093363 1.00
06/07/23 13n Application to Extend Time to File .00
Account
06/07/23 13o Entry Extending Time to File Account 07/31/2023 5.00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/11/24 l LETTER:Cover Letter. 12/21/2023 .00
01/11/24 50m Application to Terminate 10.00
01/11/24 dc Death Certificate .00
Susan Linda Case
01/11/24 50p Entry Terminating and Ordering Final 02/23/2024 5.00
Account
01/11/24 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon LLC 2055.00
93.00
01/11/24 1cc Consent to Attorney Fees 2055.00 .00
93.00
01/11/24 fs Fee Schedule .00
01/11/24 morf Magistrate's Order Regarding Fees 2055.00 .00
93.00
01/11/24 13.0 Fiduciary's Final Account 03 22.00
01/11/24 13.1 Receipts and Disbursements .00
01/11/24 ex Extra Pages 4.00
01/12/24 13e Entry Setting Hearing on Account .00
01/12/24 Receipt 619762 59.00
01/16/24 Pay out made through bookkeeper # 0000078323 .00
ACCT #: 000000000209 34.00
02/26/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
View Guardians
New Search
Probate Homepage