Case Docket

Case Number: 604779  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ZWICK, BERNADINE
AKA :

Date Code Description Reference Receipt Cost
07/09/20 01 Case Number (Daily Reporter) 10.00
07/09/20 02 Forms 10.00
07/09/20 03 Docketing & Index 15.00
07/09/20 04 Computerized Legal Research 3.00
07/09/20 05 Computer Fee 10.00
07/09/20 07 Legal Aid Trust Fund 26.00
07/09/20 08 Dispute Resolution Fund 15.00
07/09/20 gi Guardianship Investigator's Expense 75.00
07/09/20 16 Special Projects Fund 15.00
07/09/20 cb COST BILL .00
07/09/20 m Motion to Expedite Hearing .00
07/09/20 1e Entry Setting Hearing 07/23/2020 5.00
3:00 PM
Stone
07/09/20 17.0 Application for Appointment of Guardian 20.00
07/09/20 15.0 Next of Kin .00
07/09/20 15.2 Guardian - Fiduciary's Acceptance .00
07/09/20 15.3 Affidavit of Additional Information .00
07/09/20 15.4 Guardian's Credibility Application .00
07/09/20 15.8 Adult Guardianship Service Information .00
07/09/20 16.1 Affidavit of Custody .00
07/09/20 17ca Change of Address Information for .00
Guardianships
07/09/20 psoe Statement of Expert Evaluation .00
07/09/20 poa Health Care Power of Attorney .00
07/09/20 ma30 Motion to Appoint Process Server .00
07/09/20 a30 Entry Appointing Process Server Stone 5.00
07/09/20 Receipt 557189 204.00
07/10/20 2y Notice of Hearing .00
07/10/20 cos Certificate of Service .00
07/10/20 vgcs Guardianship: Virtual Service Mail Sent 11.20
Matthew Zwick 322514
Lisa Myers 322521
07/10/20 eb Exhibit .00
07/10/20 bcr Background Check Received .00
- Teresa Hooper
07/10/20 cos Certificate of Service - ZOOM .00
07/20/20 17.8 Investigator's Report .00
07/20/20 cos Certificate of Service Jennifer 23.00
Kincaid,LSW
07/21/20 vcr Virtual Service Returned .00
MZ 322514
07/24/20 cos Certificate of Service .00
Matthew
07/24/20 cos Certificate of Service .00
Lisa Myers
07/24/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/24/20 cb COST BILL .00
07/24/20 igf Indigent Guardianship Fund 30.00
07/24/20 17d Magistrate's Decision Stone .00
-Theresa Hooper be appt guardian of the
person & estate of Bernadine Awick.
Bond is set @ $800000.00
07/24/20 17c Findings of Fact .00
07/24/20 17b Notice To Attorneys and Parties .00
07/24/20 17n Entry Adopting Magistrate's Decision Stone 5.00
07/24/20 cos Certificate of Service .00
07/24/20 15.5 Entry Appointing Guardian, Letter of Stone 5.00
Authority
HOOPER, TERESA L. (fidy)
07/24/20 15.9 Oath of Guardian .00
07/24/20 4.2 Fiduciary's Bond/RLI Surety 800000.00 .00
CBS
C Carmell
07/24/20 bacb Bond Application for CBS Agency .00
07/24/20 att Credability & Signature Pages .00
07/24/20 Receipt 557876 79.20
08/05/20 6.0 Inventory 841305.00 7.00
08/05/20 1ae Entry Increasing Bond 200810.00 5.00
CBS
08/05/20 4.2 Fiduciary's Bond/RLI Surety 1000810.00 .00
CBS
C Carmell
08/05/20 bacb Bond Application for CBS Agency .00
08/05/20 15c Application to Release Funds .00
08/05/20 15d Entry Authorizing Release of Funds 14400.00 5.00
409000.00
21000.00
08/05/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/05/20 15bn Entry Authorizing Expenditure of Funds Duffy 5.00
(Non-Custodial)
08/05/20 cc Certified Copy 1.00
08/05/20 Receipt 558331 33.00
08/28/20 1ca Application for Attorney Fees 10.00
Abbie Obenour
08/28/20 1cc Consent to Attorney Fees .00
08/28/20 fs Fee Schedule .00
08/28/20 morf Magistrate's Order Regarding Fees 7133.58 .00
Clous
08/28/20 Receipt 559544 10.00
08/31/20 Pay out made through bookkeeper # 0000065871 .00
ACCT #: 000000000209 4.00
08/31/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/31/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/31/20 Receipt 559617 15.00
10/15/20 adl Additional Letters of Authority 5.00
10/15/20 Receipt 561849 5.00
10/15/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/15/20 15bn Entry Authorizing Expenditure of Funds 38.00 5.00
(Non-Custodial) 30.65
1000.00
10/15/20 6.4a Application for Appointment of a .00
Commissioner to Inventory a Safe Deposit
Box
10/15/20 6.4e Entry Appointing Commissioner to 5.00
Inventory Safe Deposit Box
Commissioner: Teresa Hooper
report to be filed by 12/30/2020
10/15/20 cc Certified Copy 1.00
10/15/20 Receipt 561858 21.00
10/16/20 Pay out made through bookkeeper # 0000066323 .00
ACCT #: 000000000209 10.00
11/04/20 1ae Entry Increasing Bond 7000.00 5.00
CBS
11/04/20 4.2 Fiduciary's Bond/RLI Surety 1007810.00 .00
CBS
N Romanelli
11/04/20 bacb Bond Application for CBS Agency .00
11/04/20 6a Amended Inventory 844766.82 7.00
11/04/20 9.7 Application to Transfer Motor Vehicle .00
11/04/20 9.8 Entry Approving Transfer of Motor 2012 Kia 5.00
Vehicle
11/04/20 cc Certified Copy 1.00
11/04/20 Receipt 562902 18.00
11/05/20 Pay out made through bookkeeper # 0000066558 .00
ACCT #: 000000000209 1.00
12/01/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/01/20 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
12/01/20 Receipt 564000 15.00
01/04/21 1fa Application to Extend Time .00
Safe deposit box inventory
01/04/21 1fb Entry Extending Time 02/05/2021 5.00
01/04/21 Receipt 565394 5.00
02/08/21 6.4i Report on Contents of Safe Deposit Box .00
02/17/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/17/21 15bn Entry Authorizing Expenditure of Funds see app 5.00
(Non-Custodial)
02/17/21 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
02/17/21 Receipt 567525 15.00
02/18/21 soe Statement of Expert Evaluation .00
04/21/21 3.a Application to Appoint Appraiser .00
04/21/21 3.ae Entry Appointing Appraiser 65 5.00
04/21/21 Receipt 570854 5.00
06/17/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/17/21 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
06/17/21 Receipt 573569 15.00
06/25/21 13k Notice to File Account 0090679 1.00
06/29/21 16k Notice to File 0090679 1.00
07/07/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/22/21 22n Guardian's Report 5.00
09/22/21 22ni Investigator Review of Guardian's Report .00
09/22/21 Receipt 578216 5.00
09/27/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/27/21 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
09/27/21 Receipt 578414 15.00
09/30/21 1ae Entry Increasing Bond 12242.00 5.00
CBS
09/30/21 4.2 Fiduciary's Bond/RLI 1020052.00 .00
CBS
N. Romanelli
09/30/21 bacb Bond Application for CBS Agency .00
09/30/21 13a Fiduciary's Partial Account 01 22.00
09/30/21 13.1 Receipts and Disbursements .00
09/30/21 13.2 Assets Remaining in Fiduciary's Hands 850925.59 .00
09/30/21 ex Extra Pages 10.00
09/30/21 Receipt 578578 39.00
09/30/21 1ca Application for Attorney Fees 10.00
Abbie Obenour
09/30/21 fs Fee Schedule .00
09/30/21 morf Magistrate's Order Regarding Fees 5888.21 .00
09/30/21 Receipt 578581 10.00
10/01/21 13e Entry Setting Hearing on Account .00
11/05/21 3.a Application to Appoint Appraiser .00
11/05/21 3.ae Entry Appointing Appraiser 65 5.00
11/05/21 10j Consent to Power to Sell Real Estate 1.00
Lisa Myers & Mathew Zwick
11/05/21 e Entry for Bond 700000.00 5.00
11/05/21 Receipt 580431 6.00
11/05/21 rea Real Estate Appraisal .00
11/05/21 sum Franklin County Auditor's .00
Real Estate Summary
11/05/21 war Warranty Deed .00
11/12/21 13h Judgment Entry Approving Partial Account .00
11/12/21 Receipt 580723 5.00
11/17/21 1ae Entry Increasing Bond 940000.00 5.00
RLI
11/17/21 4.2 Fiduciary's Bond/RLI Surety 1960052.00 .00
RLI
N Romanelli
11/17/21 bacb Bond Application for CBS Agency .00
11/17/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/17/21 att Attachments .00
11/17/21 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
11/17/21 Receipt 580937 20.00
01/19/22 23k Notice to File Expert Evaluation 0090679 1.00
01/24/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/24/22 15bn Entry Authorizing Expenditure of Funds 5300.00/mnth 5.00
(Non-Custodial)
01/24/22 Receipt 583980 15.00
02/22/22 soe Statement of Expert Evaluation .00
03/21/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/21/22 15bn Entry Authorizing Expenditure of Funds 10000.00 5.00
(Non-Custodial) 500.00
500.00
03/21/22 Receipt 587013 15.00
08/23/22 16k Notice to File 0090679 1.00
08/31/22 13k Notice to File Account 0090679 1.00
09/07/22 dc Death Certificate .00
Bernadine Zwick
09/07/22 50m Application to Terminate 10.00
09/07/22 50p Entry Terminating and Ordering Final 10/28/2022 5.00
Account
09/08/22 Receipt 595596 10.00
11/01/22 dec Ward Deceased. .00
11/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/17/22 l LETTER:Cover Letter. 11/09/2022 .00
11/17/22 13n Application to Extend Time to File .00
Account
11/17/22 13o Entry Extending Time to File Account 12/16/2022 5.00
11/17/22 Receipt 599104 5.00
01/09/23 13n Application to Extend Time to File .00
Account
01/09/23 13o Entry Extending Time to File Account 05/31/2023 5.00
01/09/23 m Motion for Status Conference .00
01/09/23 1e Entry Setting Hearing 05/05/2023 5.00
Status Conference 9:00 AM
01/09/23 eb Exhibit .00
Zoom Hearing
01/09/23 Receipt 601471 18.00
02/16/23 1ca Application for Attorney Fees 10.00
Abbie Obenour
02/16/23 1cc Consent to Attorney Fees .00
Teresa Hooper
02/16/23 fs Fee Schedule 10.00
02/16/23 morf Magistrate's Order Regarding Fees 7250.00 .00
02/16/23 13.0 Fiduciary's Final Account 02 22.00
02/16/23 13.1 Receipts and Disbursements .00
02/16/23 Receipt 603411 42.00
02/17/23 13e Entry Setting Hearing on Account .00
04/03/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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