Case Docket

Case Number: 604169  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : PATTERSON, OTHELIA
AKA :


Date Code Description Reference Receipt Cost
05/27/20 01 Case Number (Daily Reporter) 10.00
05/27/20 02 Forms 10.00
05/27/20 03 Docketing & Index 15.00
05/27/20 04 Computerized Legal Research 3.00
05/27/20 05 Computer Fee 10.00
05/27/20 07 Legal Aid Trust Fund 26.00
05/27/20 08 Dispute Resolution Fund 15.00
05/27/20 gi Guardianship Investigator's Expense 75.00
05/27/20 16 Special Projects Fund 15.00
05/27/20 cb COST BILL .00
05/27/20 vgcs Guardianship: Virtual Service Mail Sent 5.60
05/27/20 17.0 Application for Appointment of Guardian 20.00
05/27/20 ge Entry Setting Hearing 08/03/2020 .00
9:00 AM
05/27/20 15.0 Next of Kin .00
05/27/20 15.2 Guardian - Fiduciary's Acceptance .00
05/27/20 17ca Change of Address Information for .00
Guardianships
05/27/20 16.1 Affidavit of Custody .00
05/27/20 15.3 Affidavit of Additional Information .00
05/27/20 15.4 Guardian's Credibility Application .00
05/27/20 15.8 Adult Guardianship Service Information .00
05/27/20 psoe Statement of Expert Evaluation .00
05/27/20 Receipt 555378 199.00
05/27/20 l LETTER: .00
From Jamie Hollie
05/28/20 Pay out made through bookkeeper # 0000065164 .00
ACCT #: 000000000209 1.00
07/01/20 cb COST BILL .00
07/01/20 17.0 Application for Appointment of Guardian 20.00
GSB (2nd appllication)
07/01/20 02 Forms 10.00
07/01/20 03 Docketing & Index 15.00
07/01/20 04 Computerized Legal Research 3.00
07/01/20 05 Computer Fee 10.00
07/01/20 07 Legal Aid Trust Fund 26.00
07/01/20 08 Dispute Resolution Fund 15.00
07/01/20 16 Special Projects Fund 15.00
07/01/20 ge Entry Setting Hearing 08/03/2020 .00
9:00 am
07/01/20 15.0 Next of Kin .00
07/01/20 15.1 Waiver of Notice .00
FCGSB Jack R. Kullman
07/01/20 15.2 Guardian - Fiduciary's Acceptance .00
07/01/20 15.3 Affidavit of Additional Information .00
07/01/20 16.1 Affidavit of Custody .00
07/01/20 15.4 Guardian's Credibility Application .00
07/01/20 15.8 Adult Guardianship Service Information .00
07/01/20 17ca Change of Address Information for .00
Guardianships
07/13/20 02 Forms 10.00
07/13/20 03 Docketing & Index 15.00
07/13/20 04 Computerized Legal Research 3.00
07/13/20 05 Computer Fee 10.00
07/13/20 08 Dispute Resolution Fund 15.00
07/13/20 16 Special Projects Fund 15.00
07/13/20 cb COST BILL .00
07/13/20 17.0 Application for Appointment of Guardian 20.00
07/13/20 ge Entry Setting Hearing 08/03/2020 .00
9:00 AM
07/13/20 15.0 Next of Kin .00
07/13/20 15.2 Guardian - Fiduciary's Acceptance .00
07/13/20 15.3 Affidavit of Additional Information .00
07/13/20 15.4 Guardian's Credibility Application .00
07/13/20 16.1 Affidavit of Custody .00
07/13/20 17ca Change of Address Information for .00
Guardianships
07/13/20 15.8 Adult Guardianship Service Information .00
07/13/20 Receipt 557333 207.60
07/16/20 2y Notice of Hearing .00
07/16/20 eb Exhibit .00
07/16/20 cos Certificate of Service .00
07/27/20 17.8 Investigator's Report .00
07/27/20 cos Certificate of Service Erik von 10.00
Frese
07/27/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/31/20 2y Notice of Hearing .00
ZOOM 8/12/2020
11:00 AM
07/31/20 eb Exhibit .00
07/31/20 cos Certificate of Service .00
08/03/20 moac Magistrate's Order Appointing Counsel 0088758 5.00
08/13/20 dr Digital Record of Hearing HJW .00
08/12/2020
Zoom
08/14/20 17d Magistrate's Decision .00
Accordingly, it is the recommendation HJW
of the undersigned magistrate that the
FCGSB By Designee be appointed guardian
08/14/20 ex of the estate of Othelia Patterson with .00
initial Band set in the amount of
$40,000.00.
08/14/20 17c Findings of Fact .00
08/14/20 17b Notice To Attorneys and Parties .00
08/14/20 17n Entry Adopting Magistrate's Decision 5.00
08/14/20 cos Certificate of Service .00
08/17/20 cb COST BILL .00
08/17/20 igf Indigent Guardianship Fund 30.00
08/17/20 adl Additional Letters of Authority 2.00
08/17/20 15.5 Entry Appointing Guardian, Letter of Worthington 5.00
Authority
FIERST, PHILLIP JOHN (fidy)
08/17/20 15.9 Oath of Guardian .00
08/17/20 rgg Receipt of guardianship guide .00
08/17/20 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
C Carmell
08/17/20 bacb Bond Application for CBS Agency .00
08/17/20 att Credability & Signature Pages .00
08/17/20 Receipt 558843 57.00
08/17/20 cb COST BILL .00
08/17/20 igf Indigent Guardianship Fund 30.00
08/17/20 adl Additional Letters of Authority 2.00
08/17/20 15.5 Entry Appointing Guardian, Letter of Worthington 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
08/17/20 15.9 Oath of Guardian .00
08/17/20 rgg Receipt of guardianship guide .00
08/17/20 Receipt 558853 37.00
08/18/20 Pay out made through bookkeeper # 0000065768 .00
ACCT #: 000000000209 13.00
08/28/20 15c Application to Release Funds to Guardian .00
08/28/20 15d Entry Authorizing Release of Funds 2469.01 5.00
08/28/20 cc Certified Copy 1.00
08/28/20 Receipt 559484 6.00
09/14/20 rmr Regular Mail Returned/Not Complete .00
10/26/20 1ae Entry Increasing Bond 40000.00 5.00
CBS
10/26/20 4.2 Fiduciary's Bond/RLI Surety 80000.00 .00
CBS
N Romanelli
10/26/20 bacb Bond Application for CBS Agency .00
10/26/20 6.0 Inventory 75496.61 7.00
FIERST, PHILLIP JOHN (fidy)
10/26/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/26/20 15bn Entry Authorizing Expenditure of Funds 100.00 5.00
(Non-Custodial) 100.00
94.72
10/26/20 1ca Application for Attorney Fees 10.00
10/26/20 1cc Consent to Attorney Fees .00
Phillip Fierst
10/26/20 fs Fee Schedule .00
10/26/20 morf Magistrate's Order Regarding Fees 5710.50 .00
10/26/20 Receipt 562371 37.00
10/27/20 Pay out made through bookkeeper # 0000066454 .00
ACCT #: 000000000209 1.00
11/02/20 1ca Application for Attorney Fees 10.00
Phillip Fierst
11/02/20 fs Fee Schedule .00
11/02/20 morf Magistrate's Order Regarding Fees 3246.01 .00
11/02/20 ex Extra Pages 1.00
11/02/20 Receipt 562730 11.00
11/02/20 e Entry Stone .00
Atty fees of $1525.00 be paid to
Gregory L. Williams, & entry on 10/26/20
allowing fees of 5710.50 be vacated
11/02/20 cos Certificate of Service .00
11/16/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/16/20 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
11/16/20 Receipt 563362 15.00
12/21/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/21/20 15bn Entry Authorizing Expenditure of Funds 4000.00 5.00
(Non-Custodial) 10.00
12/21/20 Receipt 564929 15.00
12/31/20 15c Application to Release Funds to Guardian .00
12/31/20 15d Entry Authorizing Release of Funds 2791.09 5.00
12/31/20 cc Certified Copy 1.00
12/31/20 m Motion to Create a Qualified Income .00
Trust
12/31/20 e Entry Stone 5.00
12/31/20 Receipt 565338 11.00
01/25/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/25/21 15bn Entry Authorizing Expenditure of Funds UP TO 5.00
(Non-Custodial) 8000.00
01/26/21 Receipt 566312 15.00
01/26/21 1ae Entry Increasing Bond 130000.00 5.00
COL BAR
01/26/21 4.2 Fiduciary's Bond 210000.00 .00
COL BAR
ROMANELLI
01/26/21 bacb Bond Application for CBS Agency .00
01/26/21 Receipt 566360 5.00
02/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/22/21 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial)
02/22/21 Receipt 567758 15.00
04/13/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/13/21 15bn Entry Authorizing Expenditure of Funds 7616.60 5.00
(Non-Custodial)
04/13/21 Receipt 570469 15.00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/20/21 16k Notice to File Sent To fidy 1.00
07/20/21 13k Notice to File Account 0096675 1.00
07/22/21 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
07/22/21 22p Annual Guardianship Plan .00
07/22/21 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
07/22/21 22ni Investigator Review of Guardian's Report .00
07/26/21 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
07/26/21 17.1e Entry Dispensing with the Filing of AAC 5.00
Subsequent Statements of Expert
Evaluation
FCGSB, BY DESIGNEE (fidy)
08/23/21 13a Fiduciary's Partial Account 01 22.00
FIERST, PHILLIP JOHN (fidy)
08/23/21 13.1 Receipts and Disbursements .00
08/23/21 13.2 Assets Remaining in Fiduciary's Hands 57189.62 .00
08/23/21 Receipt 576811 34.00
08/24/21 13e Entry Setting Hearing on Account .00
09/08/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/08/21 15bn Entry Authorizing Expenditure of Funds 525.00 5.00
(Non-Custodial)
09/08/21 Receipt 577546 15.00
10/04/21 13h Judgment Entry Approving Partial Account .00
11/09/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/09/21 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial)
11/09/21 Receipt 580575 15.00
11/09/21 1cd Application for Fiduciary Fees of Estate 10.00
Phillip Fierst
11/09/21 fs Fee Schedule .00
11/09/21 morf Magistrate's Order Regarding Fees 4123.03 .00
11/09/21 1ca Application for Attorney Fees 10.00
Phillip Fierst
11/09/21 fs Fee Schedule 3.00
11/09/21 morf Magistrate's Order Regarding Fees 5034.75 .00
11/09/21 1cd Application for Fiduciary Fees of Estate 10.00
Extraordinary
Phillip Fierst
11/09/21 fs Fee Schedule 10.00
11/09/21 morf Magistrate's Order Regarding Fees 2034.23 .00
11/09/21 Receipt 580591 43.00
11/10/21 Pay out made through bookkeeper # 0000070274 .00
ACCT #: 000000000209 7.00
01/18/22 nc Notice of Change of Address of: .00
Phillip Fierst, ESQ
04/05/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/05/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/05/22 Receipt 587851 15.00
06/23/22 16k Notice to File Sent To fidy 1.00
07/07/22 22p Annual Guardianship Plan .00
07/26/22 13k Notice to File Account 0096675 1.00
07/27/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/27/22 15bn Entry Authorizing Expenditure of Funds mkb 5.00
(Non-Custodial)
07/27/22 Receipt 593414 16.00
08/26/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/26/22 15bn Entry Authorizing Expenditure of Funds 418.00 5.00
(Non-Custodial) 525.00
08/26/22 1ca Application for Attorney Fees 10.00
Phillip Fierst
08/26/22 fs Fee Schedule .00
08/26/22 morf Magistrate's Order Regarding Fees 2750.50 .00
08/26/22 1cd Application for Fiduciary Fees 10.00
Phillip Fierst
08/26/22 fs Fee Schedule .00
08/26/22 morf Magistrate's Order Regarding Fees 2615.21 .00
08/26/22 13a Fiduciary's Partial Account 02 22.00
FIERST, PHILLIP JOHN (fidy)
08/26/22 13.1 Receipts and Disbursements .00
08/26/22 13.2 Assets Remaining in Fiduciary's Hands 44358.76 .00
08/26/22 Receipt 595024 57.00
08/29/22 13e Entry Setting Hearing on Account .00
10/11/22 13h Judgment Entry Approving Partial Account .00
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/12/23 02 Forms 10.00
01/12/23 03 Docketing & Index 15.00
01/12/23 04 Computerized Legal Research 3.00
01/12/23 05 Computer Fee 10.00
01/12/23 07 Legal Aid Trust Fund 26.00
01/12/23 08 Dispute Resolution Fund 15.00
01/12/23 16 Special Projects Fund 15.00
01/12/23 gi Guardianship Investigator's Expense 75.00
01/12/23 cb COST BILL .00
01/12/23 17.0 Application for Appointment of Guardian 20.00
01/12/23 ge Entry Setting Hearing 03/14/2023 .00
@11:00am
01/12/23 eb Exhibit A .00
Zoom Invite
01/12/23 15.0 Next of Kin .00
01/12/23 15.2 Guardian - Fiduciary's Acceptance .00
01/12/23 15.3 Affidavit of Additional Information .00
01/12/23 15.4 Guardian's Credibility Application .00
01/12/23 15.8 Adult Guardianship Service Information .00
01/12/23 16.1 Affidavit of Custody .00
01/12/23 17ca Change of Address Information for .00
Guardianships
01/12/23 l LETTER: .00
Reminger
01/13/23 Receipt 601678 190.00
01/17/23 Pay out made through bookkeeper # 0000074643 .00
ACCT #: 000000000209 9.00
01/20/23 11a Resignation of Fiduciary 5.00
Phillip Fierst,Esq
01/20/23 11b Entry Accepting Resignation and Ordering 03/31/2023 5.00
Final Account
FCGSB, BY DESIGNEE (fidy)
01/20/23 Receipt 602009 10.00
03/03/23 17.8 Investigator's Report .00
03/03/23 cos Certificate of Service Kincaid 11.00
03/09/23 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
03/09/23 22p Annual Guardianship Plan .00
03/13/23 22ni Investigator Review of Guardian's Report .00
03/15/23 dr Digital Record of Hearing MKB .00
3/14/23 ZOOM
03/29/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/29/23 17d Magistrate's Decision Beaver .00
Accordingly, Adriann S. McGee be
appointed successor guardian of the
estate of Othelia Patterson.
03/29/23 ex Extra Pages .00
Bond is set at $152,100.00
03/29/23 17b Notice To Attorneys and Parties .00
03/29/23 17c Findings of Fact .00
03/29/23 17n Entry Adopting Magistrate's Decision 5.00
03/29/23 cos Certificate of Service .00
04/04/23 Receipt 605744 21.00
04/05/23 50m Application to Terminate Guardianship 10.00
04/05/23 obit Obituary .00
Othelia Renee Patterson
04/05/23 50p Entry Terminating and Ordering Final 04/05/2023 5.00
Account
FIERST, PHILLIP JOHN (fidy)
04/05/23 Receipt 605872 15.00
04/06/23 obit Obituary .00
Othelia Patterson
04/06/23 50m Application to Terminate .00
04/06/23 50n Entry Terminating and Dispensing with Y .00
Final Account
FCGSB, BY DESIGNEE (fidy)
04/21/23 13.0 Fiduciary's Final Account 03 22.00
04/21/23 13.1 Receipts and Disbursements .00
04/24/23 13e Entry Setting Hearing on Account .00
04/24/23 Receipt 606862 22.00
05/02/23 1ca Application for Attorney Fees 10.00
Adriann S. McGee
05/02/23 fs Fee Schedule .00
05/02/23 morf Magistrate's Order Regarding Fees 1879.80 .00
05/02/23 cc Certified Copy 1.00
05/02/23 Receipt 607267 11.00
05/12/23 obit Obituary .00
Othelia Patterson
05/18/23 99 Case Closed .00
06/05/23 op STAT ONLY .00
06/05/23 13i Judgment Entry Approving Final Account .00
06/12/23 op stat only .00
06/12/23 1cd Application for Fiduciary Fees 10.00
Phillip Fierst
06/12/23 1cc Consent to Attorney Fees .00
Admin of Estate
06/12/23 fs Fee Schedule .00
06/12/23 morf Magistrate's Order Regarding Fees 1691.09 .00
06/12/23 1ca Application for Attorney Fees 10.00
Phillip Fierst
06/12/23 1cc Consent to Attorney Fees .00
Admin of Estate
06/12/23 fs Fee Schedule .00
06/12/23 morf Magistrate's Order Regarding Fees 515.75 .00
06/12/23 Receipt 609300 20.00
07/17/23 1ca Application for Attorney Fees 10.00
Adriann S McGee
07/17/23 fs Fee Schedule .00
07/17/23 morf Magistrate's Order Regarding Fees DENIED .00
-Fees previously Approved 05/02/2023
07/17/23 ref No Refund Issued: $1.00 or less 1.00
07/17/23 Receipt 610914 11.00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/30/24 99 Case Closed .00
BALANCE DUE .00
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