Case Docket

Case Number: 603391  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ROBERSON, MARK S.
AKA :


Date Code Description Reference Receipt Cost
03/11/20 01 Case Number (Daily Reporter) 10.00
03/11/20 02 Forms 10.00
03/11/20 03 Docketing & Index 15.00
03/11/20 04 Computerized Legal Research 3.00
03/11/20 05 Computer Fee 10.00
03/11/20 07 Legal Aid Trust Fund 26.00
03/11/20 08 Dispute Resolution Fund 15.00
03/11/20 gi Guardianship Investigator's Expense 75.00
03/11/20 16 Special Projects Fund 15.00
03/11/20 cb COST BILL .00
03/11/20 17.0 Application for Appointment of Guardian 20.00
03/11/20 ge Entry Setting Hearing 03/27/2020 .00
10:00 AM
03/11/20 15.0 Next of Kin .00
03/11/20 15.1 Waiver of Notice .00
Jack R. Kullman, Jr.
03/11/20 15.2 Guardian - Fiduciary's Acceptance .00
03/11/20 15.3 Affidavit of Additional Information .00
03/11/20 15.4 Guardian's Credibility Application .00
03/11/20 16.1 Affidavit of Custody .00
03/11/20 17ca Change of Address Information for .00
Guardianships
03/11/20 15.8 Adult Guardianship Service Information .00
03/11/20 psoe Statement of Expert Evaluation .00
03/16/20 17.8 Investigator's Report .00
03/16/20 cos Certificate of Service Jennifer 10.00
Kincaid,LSW
03/16/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/10/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/20/20 cb COST BILL .00
FCGSB
04/20/20 adl Additional Letters of Authority 2.00
04/20/20 17d Magistrate's Decision Duffy .00
-The court appts FCGSB as guardian of
the person only of Mark S. Roberson. No
Bond.
04/20/20 17b Notice To Attorneys and Parties .00
04/20/20 17c Findings of Fact .00
04/20/20 17n Entry Adopting Magistrate's Decision Duffy 5.00
04/20/20 cos Certificate of Service .00
04/20/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB - Person Only
FCGSB, BY DESIGNEE (fidy)
04/20/20 15.9 Oath of Guardian .00
04/22/20 dr Digital Record of Hearing MCD .00
04/20/2020 / Room 22 B
Time:10:01:13-10:31:37
05/04/20 nc Notice of Change of Address of: .00
Mark S. Roberson
05/05/20 app Application .00
05/05/20 e Entry 5.00
06/09/20 m Motion To Find Huntington National Bank .00
In Contempt For Failure To Comply With
The May 5, 2020 Order Of The Franklin
County Probate Court
06/09/20 eb Exhibit A & B .00
06/09/20 1e Entry Setting Hearing 07/14/2020 5.00
8:30 am
06/24/20 aos Affidavit of Service 27.00
Bailiff David Overfield served
Josh Higgens on 06/24/2020 an
Entry Setting Hearing
07/01/20 m Motion .00
07/01/20 e Entry 5.00
07/15/20 nc Notice of Change of Address of: .00
Mark S. Roberson
08/19/20 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
03/23/21 16ek eNotice to File Sent To fidy .00
05/12/21 22n Guardian's Report 5.00
05/12/21 22p Annual Guardianship Plan .00
05/12/21 soe Statement of Expert Evaluation .00
05/12/21 22ni Investigator Review of Guardian's Report .00
05/13/21 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/13/21 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
05/19/21 02 Forms 10.00
05/19/21 03 Docketing & Index 15.00
05/19/21 04 Computerized Legal Research 3.00
05/19/21 05 Computer Fee 10.00
05/19/21 07 Legal Aid Trust Fund 26.00
05/19/21 08 Dispute Resolution Fund 15.00
05/19/21 gi Guardianship Investigator's Expense 75.00
05/19/21 16 Special Projects Fund 15.00
05/19/21 cb COST BILL .00
05/19/21 17.0 Application for Appointment of Guardian 20.00
Ryan G. Welker (adding estate)
05/19/21 ge Entry Setting Hearing 07/06/2021 .00
9:00 A.M.
05/19/21 eb Exhibit A .00
Zoom invite
05/19/21 15.0 Next of Kin .00
05/19/21 15.2 Guardian - Fiduciary's Acceptance .00
05/19/21 15.3 Affidavit of Additional Information .00
05/19/21 15.4 Guardian's Credibility Application .00
05/19/21 16.1 Affidavit of Custody .00
05/19/21 17ca Change of Address Information for .00
Guardianships
05/19/21 15.8 Adult Guardianship Service Information .00
05/19/21 l LETTER: Cover letter .00
05/19/21 Receipt 572130 462.00
05/19/21 misc Miscellaneous Filing .00
e-mail sent
05/20/21 Pay out made through bookkeeper # 0000068457 .00
ACCT #: 000000000209 10.00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/06/21 17.8 Investigator's Report .00
07/06/21 cos Certificate of Service Erik von .00
Frese
07/06/21 soe Statement of Expert Evaluation .00
07/06/21 misc Miscellaneous Filing .00
07/06/21 dr Digital Record of Hearing HJW .00
07/06/21
Zoom
07/07/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/07/21 17d Magistrate's Decision .00
Accordingly, Ryan Welker, Esq., is HJW
hereby appointed guardian of the estate
of Mark S. Roberson, 100% custodial.
07/07/21 17c Findings of Fact .00
07/07/21 17b Notice To Attorneys and Parties .00
07/07/21 17n Entry Adopting Magistrate's Decision 5.00
07/07/21 l LETTER: email and letter to Attorney .00
07/19/21 igf Indigent Guardianship Fund 30.00
07/19/21 adl Additional Letters of Authority 2.00
07/19/21 cos Certificate of Service .00
07/19/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WELKER, RYAN G. (fidy)
07/19/21 15.9 Oath of Guardian .00
07/19/21 cb COST BILL .00
07/19/21 Receipt 575077 42.00
09/29/21 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
09/29/21 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 29420.34
001
09/29/21 16b Entry Ordering Deposit of Assets HNB .00
In Lieu of Bond 3644.38
002
09/29/21 cc Certified Copy 2.00
09/29/21 Receipt 578531 7.00
09/30/21 Pay out made through bookkeeper # 0000069819 .00
ACCT #: 000000000209 8.00
10/15/21 m Motion to create pooled medicaid payback .00
trust and transfer Ward's assets to said
trust
10/15/21 cos Certificate of Service .00
10/15/21 eb Exhibit A .00
10/15/21 e Entry Granted 5.00
10/15/21 16a Motion for Release of Assets to be AMENDED .00
Deposited w/Custodian in Lieu of Bond
10/15/21 16ba Amended Entry Ordering Deposit of HNB 5.00
Assets in Lieu of Bond 28920.34
001
10/15/21 cc Certified Copy 2.00
10/15/21 Receipt 579373 12.00
10/18/21 Pay out made through bookkeeper # 0000070020 .00
ACCT #: 000000000209 10.00
10/25/21 cpi Confidential Personal Identifiers .00
11/17/21 16c Verification of Receipt or Deposit HNB .00
28920.34
001 Y
(fidy)
11/17/21 16c Verification of Receipt or Deposit HNB .00
3644.38
002 Y
(fidy)
11/22/21 1cd Application for Fiduciary Fees of Estate 10.00
Ryan G. Welker
11/22/21 fs Fee Schedule .00
11/22/21 morf Magistrate's Order Regarding Fees 1100.00 .00
11/22/21 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/22/21 att Attachments .00
11/22/21 15b Entry Authorizing Expenditure of Funds 32130.53 .00
(Custodial)
11/22/21 6.0 Inventory 32981.36 7.00
WELKER, RYAN G. (fidy)
11/22/21 Receipt 581229 33.00
03/21/22 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
03/21/22 16b Entry Ordering Deposit of Assets HNB 5.00
In Lieu of Bond 416.64
003
03/21/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
03/21/22 att Attachments .00
03/21/22 15b Entry Authorizing Expenditure of Funds 426.01 .00
(Custodial)
03/21/22 Receipt 586970 21.00
04/13/22 16ek eNotice to File Sent To fidy .00
04/28/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
04/28/22 att Attachments .00
04/28/22 15b Entry Authorizing Expenditure of Funds 151.26 .00
(Custodial)
04/28/22 Receipt 589099 16.00
05/16/22 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
05/16/22 22p Annual Guardianship Plan .00
05/16/22 22ni Investigator Review of Guardian's Report .00
06/21/22 13k Notice to File Account 0088063 1.00
07/27/22 13a Fiduciary's Partial Account 01 29.00
WELKER, RYAN G. (fidy)
07/27/22 13.1 Receipts and Disbursements .00
07/27/22 13.2 Assets Remaining in Fiduciary's Hands 274.08 .00
07/27/22 l LETTER: .00
To Attorney Return Check # 1031 31.00
For Proper Costs
07/28/22 13e Entry Setting Hearing on Account .00
08/04/22 Receipt 593815 35.00
09/07/22 13h Judgment Entry Approving Partial Account .00
10/24/22 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
10/24/22 Receipt 597896 16.00
11/02/22 15b Entry Authorizing Expenditure of Funds 274.08 .00
(Custodial)
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/21/22 15a Application for Authority to Expend AMENDED 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
11/21/22 Receipt 599305 16.00
11/30/22 15b Entry Authorizing Expenditure of Funds 274.08 .00
(Custodial)
12/05/22 13r Custodial Year End Report 2021 HNB .00
434.69
04/18/23 16ek eNotice to File Sent To fidy .00
04/26/23 nc Notice of Change of Address of: .00
Mark Roberson
05/05/23 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
05/05/23 22p Annual Guardianship Plan .00
05/12/23 22ni Investigator Review of Guardian's Report .00
06/12/23 m Motion to Deposit Edgewood Manor(Buckeye .00
Terrace) Account Closeout Check at
Ward's Personal Needs Account at
Riverview Health & Rehab Center
06/12/23 cos Certificate of Service .00
06/12/23 att Attachment .00
06/12/23 e Entry ELC 5.00
-Motion to Deposit is granted
06/28/23 13k Notice to File Account 0088063 1.00
07/19/23 13.0 Fiduciary's Final Account 02 22.00
WELKER, RYAN G. (fidy)
07/19/23 13.1 Receipts and Disbursements .00
07/19/23 rusm Regular U.S. Mail 1.75
07/19/23 Receipt 611072 34.75
07/20/23 13e Entry Setting Hearing on Account .00
07/20/23 Pay out made through bookkeeper # 0000076596 .00
ACCT #: 000000000209 5.25
08/14/23 1cd Application for Fiduciary Fees 10.00
Ryan G Welker
08/14/23 fs Fee Schedule .00
08/14/23 morf Magistrate's Order Regarding Fees 887.00 .00
08/14/23 Receipt 612389 10.00
08/14/23 Void Receipt 612389 10.00
08/14/23 ref No Refund Issued: $1.00 or less 1.00
08/14/23 Receipt 612436 11.00
08/25/23 1e Entry Setting Remote Hearing 10/11/2023 5.00
-Guardianship review hearing requested 9:00 AM
by ward
FCGSB, BY DESIGNEE (fidy)
08/25/23 att Attachment .00
08/25/23 eb Exhibit A .00
08/25/23 cos Certificate of Service .00
08/30/23 13i Judgment Entry Approving Final Account .00
09/05/23 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
10/10/23 psoe Statement of Expert Evaluation .00
10/11/23 dr Digital Record of Hearing TAS .00
10/11/2023 / Zoom
10/17/23 17d Magistrate's Decision TAS .00
-Guardianship of Mark S Roberson
continue without modification to the
guardianship of guardians powers.
10/17/23 17b Notice To Attorneys and Parties .00
10/17/23 17c Findings of Fact .00
10/17/23 cos Certificate of Service .00
10/20/23 17d Magistrate's Decision with Notice TAS .00
-The guardianship of Mark S. Roberson
is to continue without modification
until futher notice of the Court.
10/20/23 17b Notice To Attorneys and Parties .00
10/20/23 17c Findings of Fact .00
10/20/23 cos Certificate of Service .00
11/06/23 rmr Regular Mail Returned/Not Complete .00
Rebecca Smith
11/06/23 rmr Regular Mail Returned/Not Complete .00
11/17/23 aos Affidavit of Service .00
11/27/23 17n Entry Adopting Magistrate's Decision Judge Mackey 5.00
11/27/23 cos Certificate of Service .00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/26/24 nc Notice of Change of Address of: .00
Mark Roberson
04/03/24 13x Custodial Year End Report 2023 HNB .00
0.00
04/09/24 16ek eNotice to File Sent To fidy .00
04/17/24 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
04/17/24 22p Annual Guardianship Plan .00
04/23/24 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
04/23/24 22p Annual Guardianship Plan .00
05/01/24 22ni Investigator Review of Guardian's Report .00
07/05/24 ref No Refund Issued: $1.00 or less 1.00
07/05/24 Receipt 628463 26.00
07/05/24 50m Application to Terminate .00
07/05/24 e Entry 5.00
07/05/24 1cd Application for Fiduciary Fees .00
07/05/24 fs Fee Schedule .00
07/05/24 morf Magistrate's Order Regarding Fees .00
08/26/24 mo Magistrate's Order TAS .00
Final account is waived and surety are
discharged
10/08/24 appi Application Requesting Indigency Status .00
10/08/24 ei Entry Declaring Indigent Status .00
10/09/24 dcr Request to Remove Costs from Docket .00
- $23.00
12/06/24 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
12/23/24 nc Notice of Change of Address of: .00
Ward
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/24/25 16ek eNotice to File Sent To fidy .00
04/11/25 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
04/11/25 22p Annual Guardianship Plan .00
04/28/25 22ni Investigator Review of Guardian's Report .00
03/13/26 16ek eNotice to File Sent To fidy .00
03/25/26 22p Annual Guardianship Plan .00
03/25/26 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
03/30/26 22ni Investigator Review of Guardian's Report .00
04/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
BALANCE DUE .00
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