Case Docket

Case Number: 604393  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WENDLING, JON MILES
AKA :


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 .00
Jennifer Kay Wendling
02/28/24 l LETTER: Cover .00
02/28/24 dc Death Certificate .00
Jennifer Kay Wendling
02/29/24 Receipt 622100 190.00
03/01/24 Pay out made through bookkeeper # 0000078753 .00
ACCT #: 000000000209 160.00
03/21/24 bcr Background Check Received BCI .00
Eric P. Wendling
03/21/24 att Attachments .00
03/21/24 bcr Background Check Received FBI .00
Eric P. Wendling
03/21/24 att Attachments .00
03/22/24 soe Statement of Expert Evaluation .00
03/26/24 17.8 Investigator's Report .00
03/26/24 cos Certificate of Service Kincaid 17.50
04/02/24 dr Digital Record of Hearing ELC .00
04/02/2024 / Zoom
04/03/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/03/24 17d Magistrate's Decision Cook .00
Accordingly, Eric Wendling be appointeds
successor guardian of the person and
estate of Jon Wendling. $142,000.00 bond
04/03/24 17b Notice To Attorneys and Parties .00
04/03/24 17c Findings of Fact .00
04/03/24 17n Entry Adopting Magistrate's Decision 5.00
04/03/24 cos Certificate of Service .00
04/09/24 igf Indigent Guardianship Fund 30.00
04/09/24 adl Additional Letters of Authority 2.00
04/09/24 cb COST BILL .00
04/09/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WENDLING, ERIC (fidy)
04/09/24 15.9 Oath of Guardian .00
04/09/24 4.2 Fiduciary's Bond 142000.00 .00
RLI
04/09/24 cb COST BILL .00
04/09/24 adl Additional Letters of Authority 2.00
04/09/24 adl Additional Letters of Authority 1.00
04/09/24 Receipt 624028 62.50
06/17/24 l LETTER:Cover Letter. 05/29/2024 .00
06/17/24 6.0 Inventory 59143.71 7.00
WENDLING, ERIC (fidy)
06/20/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/20/24 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial) 200.00
200.00
100.00
06/20/24 Receipt 627776 22.00
06/25/24 1ca Application for Attorney Fees 10.00
Robert D. Bergman
06/25/24 1cc Consent to Attorney Fees .00
Eric Wendling
06/25/24 fs Fee Schedule .00
06/25/24 morf Magistrate's Order Regarding Fees 3630.25 .00
06/25/24 cos Certificate of Service .00
06/26/24 Receipt 628066 10.00
06/27/24 Pay out made through bookkeeper # 0000079849 .00
ACCT #: 000000000209 5.00
08/23/24 13k Notice to File Account Sent To fidy 1.00
08/26/24 16k Notice to File Sent To fidy 1.00
09/20/24 13n Application to Extend Time to File .00
Account
09/20/24 13o Entry Extending Time to File Account 11/22/2024 5.00
WENDLING, JENNIFER K. (fidy)
10/10/24 22n Guardian's Report 5.00
WENDLING, ERIC (fidy)
10/10/24 13.0 Fiduciary's Final Account 04 22.00
WENDLING, JENNIFER K. (fidy)
10/10/24 13a Fiduciary's Partial Account 01 .00
WENDLING, ERIC (fidy)
10/10/24 13.1 Receipts and Disbursements .00
10/10/24 13.2 Assets Remaining in Fiduciary's Hands 50897.71 .00
10/10/24 Receipt 633503 34.00
10/11/24 13e Entry Setting Hearing on Account .00
10/11/24 Pay out made through bookkeeper # 0000080889 .00
ACCT #: 000000000209 6.00
10/14/24 22ni Investigator Review of Guardian's Report .00
10/17/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/17/24 15bn Entry Authorizing Expenditure of Funds 263.00 5.00
(Non-Custodial)
10/17/24 Receipt 633848 15.00
11/21/24 13i Judgment Entry Approving Final Account .00
01/23/26 op Notice and Entry Re-Opening Case .00
(REACTIVATION ONLY)
01/28/26 13k Notice to File Account 0001475 1.00
01/30/26 4.2B Copy of Bond Documents RLI .00
02/03/26 4.2 Entry Approving Fiduciary's Bond 170000.00 5.00
RLI
02/03/26 Receipt 659062 6.00
02/17/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/17/26 att Attachments .00
02/17/26 15bn Entry Authorizing Expenditure of Funds 2700.00 5.00
(Non-Custodial) MKB
02/17/26 Receipt 659790 15.00
02/17/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/17/26 15bn Entry Authorizing Expenditure of Funds 351.00 5.00
(Non-Custodial) TAS
02/17/26 Receipt 659801 15.00
02/23/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/23/26 15bn Entry Authorizing Expenditure of Funds 278.32 5.00
(Non-Custodial) TAS
02/23/26 att Attachments 2.00
02/23/26 Receipt 660114 17.00
03/06/26 13a Fiduciary's Partial Account 02 23.00
03/06/26 13.1 Receipts and Disbursements .00
03/06/26 13.2 Assets Remaining in Fiduciary's Hands 84736.75 .00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 1.00
03/06/26 att Attachments 2.00
03/06/26 bs Bank Statement .00
03/06/26 att Attachments 1.00
03/06/26 Receipt 661035 39.00
03/09/26 13e Entry Setting Hearing on Account .00
03/30/26 1ca Application for Attorney Fees 10.00
Robert D Bergman
03/30/26 1cc Consent to Attorney Fees .00
Eric Wendling
03/30/26 fs Fee Schedule 1.00
03/30/26 morf Magistrate's Order Regarding Atty Fees 2879.17 .00
BCH
03/30/26 Receipt 662567 11.00
BALANCE DUE .00
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