Case Docket

Case Number: 604019  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : CHASE, JOSIE A.
AKA :


Date Code Description Reference Receipt Cost
05/14/20 01 Case Number (Daily Reporter) 10.00
05/14/20 02 Forms 10.00
05/14/20 03 Docketing & Index 15.00
05/14/20 04 Computerized Legal Research 3.00
05/14/20 05 Computer Fee 10.00
05/14/20 07 Legal Aid Trust Fund 26.00
05/14/20 08 Dispute Resolution Fund 15.00
05/14/20 gi Guardianship Investigator's Expense 75.00
05/14/20 16 Special Projects Fund 15.00
05/14/20 m Motion to Expedite Hearing .00
05/14/20 1e Entry Setting Hearing 05/28/2020 5.00
9:30 AM
05/14/20 att Attachments .00
05/14/20 cb COST BILL .00
Emergency App -Phillip Fierst
05/14/20 17.0 Application for Appointment of Guardian 20.00
05/14/20 15.0 Next of Kin .00
05/14/20 15.2 Guardian - Fiduciary's Acceptance .00
05/14/20 15.3 Affidavit of Additional Information .00
05/14/20 15.4 Guardian's Credibility Application .00
05/14/20 17ca Change of Address Information for .00
Guardianships
05/14/20 16.1 Affidavit of Custody .00
05/14/20 15.8 Adult Guardianship Service Information .00
05/14/20 Receipt 554915 204.00
05/14/20 2y Notice of Hearing .00
05/14/20 cos Certificate of Service .00
05/14/20 vgcs Guardianship: Virtual Service Mail Sent 5.60
Lee Chase 322194
05/20/20 cb COST BILL .00
05/20/20 17.0 Application for Appointment of Guardian 20.00
competing app
05/20/20 02 Forms 10.00
05/20/20 03 Docketing & Index 15.00
05/20/20 04 Computerized Legal Research 3.00
05/20/20 05 Computer Fee 10.00
05/20/20 08 Dispute Resolution Fund 15.00
05/20/20 16 Special Projects Fund 15.00
05/20/20 ge Entry Setting Hearing 05/28/2020 .00
9:30 am
05/20/20 15.0 Next of Kin .00
05/20/20 15.1 Waiver of Notice .00
Jack R. Kullman, Jr.
05/20/20 15.2 Guardian - Fiduciary's Acceptance .00
05/20/20 15.3 Affidavit of Additional Information .00
05/20/20 15.4 Guardian's Credibility Application .00
05/20/20 16.1 Affidavit of Custody .00
05/20/20 17ca Change of Address Information for .00
Guardianships
05/20/20 psoe Statement of Expert Evaluation .00
05/20/20 15.8 Adult Guardianship Service Information .00
05/22/20 cos Certificate of Service .00
ZOOM hearing to Lee Chase1
05/22/20 17.8 Investigator's Report .00
05/22/20 cos Certificate of Service 17.50
05/22/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/26/20 vcr Virtual Service Returned .00
LC 322194
05/26/20 aos Affidavit of Service William .00
Lee Chase Lewis
05/28/20 17d Magistrate's Decision .00
Accordingly, it is the recommendation HJW
of the undersigned Magistrate that the
FCGSB be appointed guardian of the
05/28/20 ex person for Josie Chase and Phillip .00
Fierst be appointed guardian of the
estate of Josie Chase with initial bond
set in the amount of $75,000.00.
05/28/20 17c Findings of Fact .00
05/28/20 17b Notice To Attorneys and Parties .00
05/28/20 17n Entry Adopting Magistrate's Decision 5.00
05/28/20 cos Certificate of Service .00
05/28/20 dr Digital Record of Hearing HJW .00
05/28/2020 / hearing room 22 B
Time: 9:29:17-10:09:28
06/02/20 cb COST BILL .00
06/02/20 igf Indigent Guardianship Fund 30.00
06/02/20 adl Additional Letters of Authority 2.00
06/02/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB - Person Only
FCGSB, BY DESIGNEE (fidy)
06/02/20 15.9 Oath of Guardian .00
06/02/20 rgg Receipt of guardianship guide .00
06/08/20 Receipt 555849 153.10
06/12/20 m18ob Objections to Magistrate's Decision .00
06/19/20 mo Interim order vacating prior letters 5.00
of Authority and Adopting Magistrate
Decision Pursuant to Civ.R.53(D)(4)(E)ii
06/19/20 ex With tolling orders in place, the .00
deadline is tolled, and this interim
order shall remain in effect until 28
days after July 30, 2020 tolling
06/19/20 ex order expiration date on August 27, 2020 .00
06/19/20 cos Certificate of Service .00
06/19/20 al Amended Letters of Authority .00
06/24/20 cb COST BILL .00
06/24/20 igf Indigent Guardianship Fund 30.00
06/24/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
Phillip Fierst - Estate only
FIERST, PHILLIP (fidy)
06/24/20 15.9 Oath of Guardian .00
06/24/20 rgg Receipt of guardianship guide .00
06/24/20 4.2 Fiduciary's Bond/RLI Surety 75000.00 .00
CBS
C Carmell
06/24/20 bacb Bond Application for CBS Agency .00
06/24/20 15.4 Guardian's Credibility Application .00
06/24/20 Receipt 556559 40.00
07/07/20 dr Digital Record of Hearing .00
05/28/2020 Zoom
07/07/20 1ae Entry Increasing Bond 15000.00 5.00
CBS
07/07/20 4.2 Fiduciary's Bond/RLI Surety 90000.00 .00
CBS
C Carmell
07/07/20 bacb Bond Application for CBS Agency .00
07/07/20 15c Application to Release Funds .00
07/07/20 15d Entry Authorizing Release of Funds 3192.52 5.00
07/07/20 cc Certified Copy 1.00
07/07/20 15c Application to Release Funds .00
07/07/20 15d Entry Authorizing Release of Funds 5511.69 5.00
07/07/20 cc Certified Copy 1.00
07/07/20 15c Application to Release Funds .00
07/07/20 15d Entry Authorizing Release of Funds 25.00 5.00
07/07/20 cc Certified Copy 1.00
07/07/20 Receipt 557047 23.00
07/20/20 1ae Entry Increasing Bond 20000.00 5.00
CBS
07/20/20 4.2 Fiduciary's Bond/RLI Surety 110000.00 .00
CBS
C Carmell
07/20/20 bacb Bond Application for CBS Agency .00
07/20/20 15c Application to Release Funds .00
07/20/20 15d Entry Authorizing Release of Funds 437.72 5.00
07/20/20 15c Application to Release Funds .00
07/20/20 15d Entry Authorizing Release of Funds 674.00 5.00
07/20/20 15c Application to Release Funds .00
07/20/20 15d Entry Authorizing Release of Funds 3160.18 5.00
07/20/20 cc Certified Copy 3.00
07/20/20 Receipt 557626 23.00
07/28/20 1ae Entry Increasing Bond 10000.00 5.00
CBS
07/28/20 4.2 Fiduciary's Bond/RLI Surety 120000.00 .00
CBS
C Carmell
07/28/20 bacb Bond Application for CBS Agency .00
07/28/20 15c Application to Release Funds .00
07/28/20 15d Entry Authorizing Release of Funds 1863.66 5.00
07/28/20 cc Certified Copy 1.00
07/28/20 Receipt 557982 11.00
08/03/20 l LETTER: .00
Agreement to withhold life-sustaining
Treatment
08/05/20 6.0 Inventory 57895.56 7.00
FIERST, PHILLIP (fidy)
08/05/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/05/20 15bn Entry Authorizing Expenditure of Funds 238.00 5.00
(Non-Custodial) 10.00
1200.00
08/05/20 Receipt 558336 22.00
08/06/20 Pay out made through bookkeeper # 0000065674 .00
ACCT #: 000000000209 15.00
08/06/20 6.b Report of Newly Discovered Assets 7.00
08/06/20 6.be Entry Approving Report of Newly 1176.54 5.00
Assets
08/06/20 15c Application to Release Funds .00
08/06/20 15d Entry Authorizing Release of Funds 1176.54 5.00
08/06/20 cc Certified Copy 1.00
08/06/20 Receipt 558413 18.00
08/11/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/11/20 15bn Entry Authorizing Expenditure of Funds 2100.00 5.00
(Non-Custodial)
08/11/20 Receipt 558602 15.00
08/17/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/17/20 15bn Entry Authorizing Expenditure of Funds 100.00 5.00
(Non-Custodial)
08/17/20 Receipt 558807 15.00
08/19/20 obit Obituary .00
Jospehine "Josie" Chase
08/19/20 50m Application to Terminate 10.00
08/19/20 50n Entry Terminating and Dispensing with N 5.00
Final Account
FIERST, PHILLIP (fidy)
01/15/21 13k Notice to File Account 0092454 1.00
02/09/21 13n Application to Extend Time to File .00
Account
02/09/21 13o Entry Extending Time to File Account 04/02/2021 5.00
FIERST, PHILLIP (fidy)
02/09/21 Receipt 567177 5.00
03/23/21 13a Fiduciary's Partial Account 01 22.00
FIERST, PHILLIP (fidy)
03/23/21 13.1 Receipts and Disbursements .00
03/23/21 13.2 Assets Remaining in Fiduciary's Hands 9490.14 .00
03/23/21 Receipt 569400 38.00
03/24/21 13e Entry Setting Hearing on Account .00
05/04/21 13h Judgment Entry Approving Partial Account .00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/14/21 mo Magistrate's Order Scheduling Status 01/27/2022 5.00
Conference 3:00 PM
12/14/21 eb Exhibit A .00
12/14/21 cos Certificate of Service .00
12/21/21 mo Magistrate's Order Scheduling Status 5.00
Conference - set for Jan 27, 2022 at 3PM
to discuss guardian's plans
12/21/21 eb Exhibit A .00
12/21/21 cos Certificate of Service .00
01/28/22 dr Digital Record of Hearing KAG .00
1/27/22 ZOOM
02/24/22 13k Notice to File Account 0092454 1.00
03/08/22 1ca Application for Attorney Fees 10.00
Phillip Fierst
03/08/22 fs Fee Schedule .00
03/08/22 morf Magistrate's Order Regarding Fees 6452.50 .00
03/08/22 1cd Application for Fiduciary Fees of Estate 10.00
Phillip Fierst
03/08/22 fs Fee Schedule .00
03/08/22 morf Magistrate's Order Regarding Fees 730.90 .00
03/08/22 1cd Application for Extraordinary Fiduciary 10.00
Fees of the Estate
Phillip Fierst
03/08/22 fs Fee Schedule 1.00
03/08/22 morf Magistrate's Order Regarding Fees 2762.85 .00
03/09/22 Receipt 586182 42.00
03/16/22 mo Magistrate's Order Following Hearing KAS 5.00
Order Vacating Fee Approval From 3/08/22
-see dec
03/16/22 cos Certificate of Service .00
03/28/22 13n Application to Extend Time to File .00
Account
03/28/22 13o Entry Extending Time to File Account 05/25/2022 5.00
FIERST, PHILLIP (fidy)
03/28/22 Receipt 587415 5.00
03/29/22 rmr Regular Mail Returned/Not Complete .00
Lee Chase
04/04/22 1da Application for Continuance of Hearing .00
04/04/22 cos Certificate of Service .00
04/04/22 1fa Application to Extend Time .00
Written Response To Motion For Fees
04/04/22 1fb Entry Extending Time 04/15/2022 5.00
Written Response To Motion For Fees
04/15/22 ob Objections to Attorney fee's 92.00
06/02/22 13n Application to Extend Time to File .00
Account
06/02/22 13o Entry Extending Time to File Account 08/31/2022 5.00
FIERST, PHILLIP (fidy)
06/02/22 Receipt 590744 5.00
10/03/22 13n Application to Extend Time to File .00
Account
10/03/22 13o Entry Extending Time to File Account 12/28/2022 5.00
FIERST, PHILLIP (fidy)
10/03/22 Receipt 596849 5.00
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/07/23 17d Magistrate's Decision Approving .00
Application for Attorney Fees in Part
02/07/23 17b Notice To Attorneys and Parties .00
02/07/23 17e Entry Setting Hearing on Application 5.00
02/07/23 cos Certificate of Service .00
08/16/23 13m Citation to File Account sent to fidy 5.00
08/16/23 vcos Certificate of Service for Virtual Mail .00
08/16/23 vcs Virtual Service Mail Sent 7.21
Phillip Fierst 509410
08/16/23 vcs Virtual Service Mail Sent 7.21
Christopher T Gasper 509427
08/29/23 vcr Virtual Service Returned .00
CTG 509427
09/05/23 l LETTER: .00
Return Account Ck #1038 For Court Costs
10/02/23 13.0 Fiduciary's Final Account 02 22.00
FIERST, PHILLIP (fidy)
10/02/23 13.1 Receipts and Disbursements .00
10/02/23 Receipt 614792 148.42
10/03/23 13e Entry Setting Hearing on Account .00
10/09/23 17n Entry Adopting Magistrate's Decision .00
10/09/23 cos Certificate of Service .00
11/14/23 13i Judgment Entry Approving Final Account .00
11/20/23 op STAT .00
11/20/23 dcr Request to Remove Costs from Docket .00
- $5.00
11/20/23 99 Case Closed .00
BALANCE DUE .00
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