|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
06/15/20
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
06/15/20
|
02
|
Forms
|
|
|
10.00
|
|
06/15/20
|
03
|
Docketing & Index
|
|
|
15.00
|
|
06/15/20
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
06/15/20
|
05
|
Computer Fee
|
|
|
10.00
|
|
06/15/20
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
06/15/20
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
06/15/20
|
gi
|
Guardianship Investigator's Expense
|
|
|
75.00
|
|
06/15/20
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
06/15/20
|
cb
|
COST BILL
|
|
|
.00
|
|
|
|
app -Jennifer K. Wendling
|
|
|
|
|
06/15/20
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
06/15/20
|
ge
|
Entry Setting Hearing
|
08/17/2020
|
|
.00
|
|
|
|
|
10:00 AM
|
|
|
|
06/15/20
|
15.0
|
Next of Kin
|
|
|
.00
|
|
06/15/20
|
15.1
|
Waiver of Notice
|
|
|
.00
|
|
|
|
Eric Wendling, Jennifer Wendling,
|
|
|
|
|
|
|
Kristen Williams & Jessica Wendling
|
|
|
|
|
06/15/20
|
15.2
|
Guardian - Fiduciary's Acceptance
|
|
|
.00
|
|
06/15/20
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
06/15/20
|
15.4
|
Guardian's Credibility Application
|
|
|
.00
|
|
06/15/20
|
16.1
|
Affidavit of Custody
|
|
|
.00
|
|
06/15/20
|
psoe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
06/15/20
|
att
|
Attachments
|
|
|
.00
|
|
06/15/20
|
misc
|
Confidential Structured Settlement
|
|
|
.00
|
|
|
|
Proposal for Jon Miles Wendling
|
|
|
|
|
06/15/20
|
bc
|
Birth Certificate
|
|
|
.00
|
|
|
|
Wendling, Jon Miles
|
|
|
|
|
06/15/20
|
15.8
|
Adult Guardianship Service Information
|
|
|
.00
|
|
06/15/20
|
|
Receipt
|
556109
|
199.00
|
|
|
06/18/20
|
m
|
Motion to Expedite Hearing
|
|
|
.00
|
|
06/18/20
|
e
|
Entry
|
7/6/2020
|
|
5.00
|
|
|
|
|
9:00 AM
|
|
|
|
06/18/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
07/06/20
|
17.8
|
Investigator's Report
|
|
|
.00
|
|
07/06/20
|
cos
|
Certificate of Service
|
Erik von
|
|
17.50
|
|
|
|
|
Frese
|
|
|
|
07/06/20
|
bcr
|
Background Check Received
|
|
|
.00
|
|
|
|
Jennifer Wendling (FBI)
|
|
|
|
|
07/06/20
|
bcr
|
Background Check Received
|
|
|
.00
|
|
|
|
Jennifer Wendling (BCI)
|
|
|
|
|
07/06/20
|
dr
|
Digital Record of Hearing
|
|
|
.00
|
|
|
|
07/06/2020 Zoom Hearing
|
|
|
|
|
07/07/20
|
dr
|
Digital Record of Hearing
|
KAG
|
|
.00
|
|
|
|
07/06/2020 Zoom
|
|
|
|
|
07/13/20
|
17d
|
Magistrate's Decision
|
Green
|
|
.00
|
|
|
|
-Jennifer Wendling is appt guardian of
|
|
|
|
|
|
|
the person & estate of Jon Miles
|
|
|
|
|
|
|
Wendling. Initial bond set @ 70000.00
|
|
|
|
|
07/13/20
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
07/13/20
|
17c
|
Findings of Fact
|
|
|
.00
|
|
07/13/20
|
cos
|
Certificate of Service
|
|
|
.00
|
|
08/18/20
|
cb
|
COST BILL
|
|
|
.00
|
|
08/18/20
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
08/18/20
|
17n
|
Entry Adopting Magistrate's Decision
|
Green
|
|
5.00
|
|
08/18/20
|
15.5
|
Entry Appointing Guardian, Letter of
|
Green
|
|
5.00
|
|
|
|
Authority
|
|
|
|
|
|
|
WENDLING, JENNIFER K.
|
(fidy)
|
|
|
|
08/18/20
|
15.9
|
Oath of Guardian
|
|
|
.00
|
|
08/18/20
|
4.2
|
Fiduciary's Bond/RLI Surety
|
70000.00
|
|
.00
|
|
|
|
|
CBS
|
|
|
|
|
|
|
C Carmell
|
|
|
|
08/18/20
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
08/18/20
|
att
|
Credability & Signature Pages
|
|
|
.00
|
|
08/18/20
|
adl
|
Additional Letters of Authority
|
|
|
.00
|
|
08/18/20
|
|
Receipt
|
558944
|
62.50
|
|
|
08/18/20
|
6.0
|
Inventory
|
43234.98
|
|
7.00
|
|
08/18/20
|
lwip
|
List of Ward's Important Papers
|
|
|
.00
|
|
08/24/20
|
6a
|
Amended Inventory
|
43235.98
|
|
7.00
|
|
08/24/20
|
1ae
|
Entry Increasing Bond
|
20000.00
|
|
5.00
|
|
|
|
|
CBS
|
|
|
|
08/24/20
|
4.2
|
Fiduciary's Bond/RLI Surety
|
90000.00
|
|
.00
|
|
|
|
|
CBS
|
|
|
|
|
|
|
N Romanelli
|
|
|
|
08/24/20
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
08/24/20
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
08/24/20
|
15d
|
Entry Authorizing Release of Funds
|
8235.98
|
|
5.00
|
|
08/24/20
|
cc
|
Certified Copy
|
|
|
1.00
|
|
08/24/20
|
15an
|
Application for Authority to Expend
|
|
|
10.00
|
|
|
|
Funds (Non-Custodial)
|
|
|
|
|
08/24/20
|
att
|
Attachments
|
|
|
.00
|
|
08/24/20
|
15bn
|
Entry Authorizing Expenditure of Funds
|
Clous
|
|
5.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
08/24/20
|
lwip
|
List of Ward's Important Papers
|
|
|
.00
|
|
08/24/20
|
cpi
|
Confidential Personal Identifiers
|
|
|
.00
|
|
08/24/20
|
|
Receipt
|
559214
|
40.00
|
|
|
12/15/20
|
15bn
|
Entry Authorizing Expenditure of Funds
|
Stone
|
|
.00
|
|
|
|
(Non-Custodial)
|
|
|
|
|
02/22/21
|
rc
|
Resignation of Counsel
|
|
|
.00
|
|
|
|
Derek L. Graham
|
|
|
|
|
02/22/21
|
rce
|
Entry Approving Resignation of Counsel
|
MCD
|
|
5.00
|
|
02/22/21
|
eb
|
Exhibit A - Consent
|
|
|
.00
|
|
02/22/21
|
|
Receipt
|
567705
|
5.00
|
|
|
02/22/21
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
|
|
Derek Graham
|
|
|
|
|
02/22/21
|
1cc
|
Consent to Attorney Fees
|
|
|
.00
|
|
|
|
Jennifer Wendling
|
|
|
|
|
02/22/21
|
fs
|
Fee Schedule
|
|
|
.00
|
|
02/22/21
|
morf
|
Magistrate's Order Regarding Fees
|
1045.20
|
|
.00
|
|
02/22/21
|
|
Receipt
|
567745
|
10.00
|
|
|
07/07/21
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2021
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
07/20/21
|
16ek
|
eNotice to File
|
0078221
|
|
.00
|
|
07/20/21
|
13ek
|
eNotice to File Account
|
0078221
|
|
.00
|
|
08/16/21
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
08/16/21
|
22p
|
Annual Guardianship Plan
|
|
|
.00
|
|
08/16/21
|
soe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
08/16/21
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/16/21
|
|
Receipt
|
576537
|
5.00
|
|
|
08/17/21
|
|
Pay out made through bookkeeper
|
# 0000069338
|
|
.00
|
|
|
|
ACCT #: 000000000209 1.00
|
|
|
|
|
08/17/21
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
Returning Inventory and money order
|
|
|
|
|
08/27/21
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
Bank statements and vouchers
|
|
|
|
|
09/03/21
|
13a
|
Fiduciary's Partial Account
|
01
|
|
22.00
|
|
09/03/21
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
09/03/21
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
44261.37
|
|
.00
|
|
09/03/21
|
|
Receipt
|
577413
|
22.00
|
|
|
09/07/21
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
10/18/21
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
04/07/22
|
17.1e
|
Entry Dispensing with the Filing of
|
|
|
5.00
|
|
|
|
Subsequent Statements of Expert
|
|
|
|
|
|
|
Evaluation
|
|
|
|
|
04/07/22
|
att
|
Attachments
|
|
|
.00
|
|
04/12/22
|
rbsp
|
Application to Remain/Become Direct
|
|
|
.00
|
|
|
|
Service Provider
|
|
|
|
|
04/12/22
|
mosa
|
Magistrate's Order Concerning Direct
|
|
|
5.00
|
|
|
|
Service Application
|
|
|
|
|
07/19/22
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
08/09/22
|
13k
|
Notice to File Account
|
Sent To fidy
|
|
1.00
|
|
08/19/22
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
08/19/22
|
22p
|
Annual Guardianship Plan
|
|
|
.00
|
|
08/19/22
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
08/19/22
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
Missing vouchers, bank statements and
|
|
|
|
|
|
|
assets remaining. Returning Money order.
|
|
|
|
|
09/07/22
|
l
|
LETTER:
|
|
|
.00
|
|
|
|
Return Account and Money Order For
|
|
|
|
|
|
|
Additonal Bond
|
|
|
|
|
09/21/22
|
1ae
|
Entry Increasing Bond
|
19000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
09/21/22
|
4.2
|
Fiduciary's Bond/RLI Surety
|
109000.00
|
|
.00
|
|
|
|
|
RLI
|
|
|
|
|
|
|
N. Romanelli
|
|
|
|
09/21/22
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
09/21/22
|
13a
|
Fiduciary's Partial Account
|
02
|
|
22.00
|
|
09/21/22
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
09/21/22
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
48256.65
|
|
.00
|
|
09/21/22
|
|
Receipt
|
596224
|
44.00
|
|
|
09/22/22
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
11/02/22
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
11/07/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
07/24/23
|
16k
|
Notice to File
|
Sent To fidy
|
|
1.00
|
|
08/22/23
|
13k
|
Notice to File Account
|
Sent To fidy
|
|
1.00
|
|
09/22/23
|
13a
|
Fiduciary's Partial Account
|
03
|
|
22.00
|
|
09/22/23
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
09/22/23
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
49588.48
|
|
.00
|
|
09/22/23
|
ex
|
Extra Pages
|
|
|
2.00
|
|
09/25/23
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
09/25/23
|
22n
|
Guardian's Report
|
|
|
5.00
|
|
09/25/23
|
|
Receipt
|
614460
|
30.00
|
|
|
10/04/23
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
11/06/23
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
12/18/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
02/28/24
|
02
|
Forms
|
|
|
10.00
|
|
02/28/24
|
03
|
Docketing & Index
|
|
|
15.00
|
|
02/28/24
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
02/28/24
|
05
|
Computer Fee
|
|
|
10.00
|
|
02/28/24
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
02/28/24
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
02/28/24
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
02/28/24
|
gi
|
Guardianship Investigator's Expense
|
|
|
75.00
|
|
02/28/24
|
cb
|
COST BILL
|
|
|
.00
|
|
02/28/24
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
|
|
Eric Wendling (successor)
|
|
|
|
|
02/28/24
|
misc
|
Miscellaneous Filing
|
|
|
.00
|
|
|
|
Public Records Online (Montgomery Cty)
|
|
|
|
|
02/28/24
|
ge
|
Entry Setting Hearing
|
04/02/2024
|
|
.00
|
|
|
|
|
10:00 a.m.
|
|
|
|
02/28/24
|
eb
|
Exhibit
|
A
|
|
.00
|
|
|
|
zoom invite
|
|
|
|
|
02/28/24
|
15.0
|
Next of Kin
|
|
|
.00
|
|
02/28/24
|
15.2
|
Guardian - Fiduciary's Acceptance
|
|
|
.00
|
|
02/28/24
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
02/28/24
|
15.4
|
Guardian's Credibility Application
|
|
|
.00
|
|
02/28/24
|
16.1
|
Affidavit of Custody
|
|
|
.00
|
|
02/28/24
|
17ca
|
Change of Address Information for
|
|
|
.00
|
|
|
|
Guardianships
|
|
|
|
|
02/28/24
|
4.2B
|
Proposed Bond Documents
|
|
|
.00
|
|
02/28/24
|
bc
|
Birth Certificate
|
|
|
.00
|
|
02/28/24
|
idc
|
Identification Card
|
|
|
.00
|
|
|
|
Jon Miles Wendling
|
|
|
|
|
02/28/24
|
15.8
|
Adult Guardianship Service Information
|
|
|
.00
|
|
02/28/24
|
obit
|
Obituary
|
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.00
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Jennifer Kay Wendling
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02/28/24
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l
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LETTER: Cover
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02/28/24
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dc
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Death Certificate
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Jennifer Kay Wendling
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02/29/24
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Receipt
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622100
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190.00
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03/01/24
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Pay out made through bookkeeper
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# 0000078753
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.00
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ACCT #: 000000000209 160.00
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03/21/24
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bcr
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Background Check Received
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BCI
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.00
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Eric P. Wendling
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03/21/24
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att
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Attachments
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.00
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03/21/24
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bcr
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Background Check Received
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FBI
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.00
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Eric P. Wendling
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03/21/24
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att
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Attachments
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.00
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03/22/24
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soe
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Statement of Expert Evaluation
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.00
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03/26/24
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17.8
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Investigator's Report
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.00
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03/26/24
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cos
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Certificate of Service
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Kincaid
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17.50
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04/02/24
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dr
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Digital Record of Hearing
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ELC
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.00
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04/02/2024 / Zoom
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04/03/24
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16.4
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Notice to Prospective Ward of
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Application and Hearing.
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04/03/24
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17d
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Magistrate's Decision
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Cook
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Accordingly, Eric Wendling be appointeds
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successor guardian of the person and
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estate of Jon Wendling. $142,000.00 bond
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04/03/24
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17b
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Notice To Attorneys and Parties
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04/03/24
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17c
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Findings of Fact
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.00
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04/03/24
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17n
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Entry Adopting Magistrate's Decision
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5.00
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04/03/24
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cos
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Certificate of Service
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.00
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04/09/24
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igf
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Indigent Guardianship Fund
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30.00
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04/09/24
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adl
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Additional Letters of Authority
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2.00
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04/09/24
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cb
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COST BILL
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.00
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04/09/24
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15.5
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Entry Appointing Guardian, Letter of
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5.00
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Authority
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WENDLING, ERIC
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(fidy)
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04/09/24
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15.9
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Oath of Guardian
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.00
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04/09/24
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4.2
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Fiduciary's Bond
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142000.00
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RLI
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04/09/24
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cb
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COST BILL
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.00
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04/09/24
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adl
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Additional Letters of Authority
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2.00
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04/09/24
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adl
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Additional Letters of Authority
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1.00
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04/09/24
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Receipt
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624028
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62.50
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06/17/24
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l
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LETTER:Cover Letter. 05/29/2024
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.00
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06/17/24
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6.0
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Inventory
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59143.71
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7.00
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WENDLING, ERIC
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(fidy)
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06/20/24
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15an
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Application for Authority to Expend
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10.00
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Funds (Non-Custodial)
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06/20/24
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15bn
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Entry Authorizing Expenditure of Funds
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500.00
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5.00
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(Non-Custodial)
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200.00
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200.00
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100.00
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06/20/24
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Receipt
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627776
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22.00
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06/25/24
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1ca
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Application for Attorney Fees
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10.00
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Robert D. Bergman
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06/25/24
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1cc
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Consent to Attorney Fees
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.00
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Eric Wendling
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06/25/24
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fs
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Fee Schedule
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.00
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06/25/24
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morf
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Magistrate's Order Regarding Fees
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3630.25
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.00
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06/25/24
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cos
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Certificate of Service
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.00
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06/26/24
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Receipt
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628066
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10.00
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06/27/24
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Pay out made through bookkeeper
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# 0000079849
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.00
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ACCT #: 000000000209 5.00
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08/23/24
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13k
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Notice to File Account
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Sent To fidy
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1.00
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08/26/24
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16k
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Notice to File
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Sent To fidy
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1.00
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09/20/24
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13n
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Application to Extend Time to File
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.00
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Account
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09/20/24
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13o
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Entry Extending Time to File Account
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11/22/2024
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5.00
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WENDLING, JENNIFER K.
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(fidy)
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10/10/24
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22n
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Guardian's Report
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5.00
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WENDLING, ERIC
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(fidy)
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10/10/24
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13.0
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Fiduciary's Final Account
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04
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22.00
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WENDLING, JENNIFER K.
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(fidy)
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10/10/24
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13a
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Fiduciary's Partial Account
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01
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.00
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WENDLING, ERIC
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(fidy)
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10/10/24
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13.1
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Receipts and Disbursements
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.00
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10/10/24
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13.2
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Assets Remaining in Fiduciary's Hands
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50897.71
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.00
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10/10/24
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Receipt
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633503
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34.00
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10/11/24
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13e
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Entry Setting Hearing on Account
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.00
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10/11/24
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Pay out made through bookkeeper
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# 0000080889
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.00
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ACCT #: 000000000209 6.00
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10/14/24
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22ni
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Investigator Review of Guardian's Report
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.00
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10/17/24
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15an
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Application for Authority to Expend
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10.00
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Funds (Non-Custodial)
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10/17/24
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15bn
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Entry Authorizing Expenditure of Funds
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263.00
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5.00
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(Non-Custodial)
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10/17/24
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Receipt
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633848
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15.00
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11/21/24
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13i
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Judgment Entry Approving Final Account
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.00
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01/23/26
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op
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Notice and Entry Re-Opening Case
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.00
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(REACTIVATION ONLY)
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01/28/26
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13k
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Notice to File Account
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0001475
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1.00
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01/30/26
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4.2B
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Copy of Bond Documents
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RLI
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.00
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02/03/26
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4.2
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Entry Approving Fiduciary's Bond
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170000.00
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5.00
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RLI
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02/03/26
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Receipt
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659062
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6.00
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02/17/26
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15an
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Application for Authority to Expend
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10.00
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Funds (Non-Custodial)
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02/17/26
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att
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Attachments
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.00
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02/17/26
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15bn
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Entry Authorizing Expenditure of Funds
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2700.00
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5.00
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(Non-Custodial)
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MKB
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02/17/26
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Receipt
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659790
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15.00
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02/17/26
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15an
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Application for Authority to Expend
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10.00
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Funds (Non-Custodial)
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02/17/26
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15bn
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Entry Authorizing Expenditure of Funds
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351.00
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5.00
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(Non-Custodial)
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TAS
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02/17/26
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Receipt
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659801
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15.00
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02/23/26
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15an
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Application for Authority to Expend
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10.00
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Funds (Non-Custodial)
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02/23/26
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15bn
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Entry Authorizing Expenditure of Funds
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278.32
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5.00
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(Non-Custodial)
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TAS
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02/23/26
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att
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Attachments
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2.00
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02/23/26
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Receipt
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660114
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17.00
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03/06/26
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13a
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Fiduciary's Partial Account
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02
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23.00
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03/06/26
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13.1
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Receipts and Disbursements
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.00
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03/06/26
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13.2
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Assets Remaining in Fiduciary's Hands
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84736.75
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.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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att
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Attachments
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2.00
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03/06/26
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bs
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Bank Statement
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.00
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03/06/26
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att
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Attachments
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1.00
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03/06/26
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Receipt
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661035
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39.00
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03/09/26
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13e
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Entry Setting Hearing on Account
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.00
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03/30/26
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1ca
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Application for Attorney Fees
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10.00
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Robert D Bergman
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03/30/26
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1cc
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Consent to Attorney Fees
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.00
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Eric Wendling
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03/30/26
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fs
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Fee Schedule
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1.00
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03/30/26
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morf
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Magistrate's Order Regarding Atty Fees
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2879.17
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.00
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BCH
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03/30/26
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Receipt
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662567
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11.00
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BALANCE DUE
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.00
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