Case Docket

Case Number: 605164  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : RICHARDSON, PHYLLIS ANN
AKA :


Date Code Description Reference Receipt Cost
08/04/20 01 Case Number (Daily Reporter) 10.00
08/04/20 02 Forms 10.00
08/04/20 03 Docketing & Index 15.00
08/04/20 04 Computerized Legal Research 3.00
08/04/20 05 Computer Fee 10.00
08/04/20 07 Legal Aid Trust Fund 26.00
08/04/20 08 Dispute Resolution Fund 15.00
08/04/20 gi Guardianship Investigator's Expense 75.00
08/04/20 16 Special Projects Fund 15.00
08/04/20 m Motion to Expedite Hearing .00
08/04/20 1e Entry Setting Hearing 08/14/2020 5.00
via Zoom 10:00 AM
08/04/20 eb Exhibit A .00
08/04/20 cb COST BILL .00
08/04/20 17.0 Application for Appointment of Guardian 20.00
08/04/20 15.0 Next of Kin .00
08/04/20 15.2 Guardian - Fiduciary's Acceptance .00
08/04/20 15.4 Guardian's Credibility Application .00
08/04/20 15.3 Affidavit of Additional Information .00
08/04/20 16.1 Affidavit of Custody .00
08/04/20 17ca Change of Address Information for .00
Guardianships
08/04/20 psoe Statement of Expert Evaluation .00
08/04/20 att Attachments .00
08/04/20 15.8 Adult Guardianship Service Information .00
08/04/20 Receipt 558299 199.00
08/04/20 bcr Background Check Received .00
Hawitha Richardson (BCI)
08/04/20 bcr Background Check Received .00
Hawitha Richardson (FBI)
08/04/20 misc Miscellaneous Filing .00
confirmation Zoom invite recieved by
Hawitha Richardson
08/07/20 cos Certificate of Service .00
Hawitha C. Richardson
08/12/20 17.8 Investigator's Report .00
08/12/20 cos Certificate of Service Jennifer 18.50
Kincaid,LSW`
08/12/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/17/20 17d Magistrate's Decision .00
Accordingly, it is the recommendation AAC
of this undersigned magistrate that
Hawitha Richardson be appointed
08/17/20 ex guardian of the person and estate of .00
Phyllis Ann Richardson, upon the
posting of a $113,000 Bond.
08/17/20 17c Findings of Fact .00
08/17/20 17b Notice To Attorneys and Parties .00
08/17/20 17n Entry Adopting Magistrate's Decision 5.00
08/17/20 cos Certificate of Service .00
08/17/20 l LETTER: Appointment payment and to .00
complete 4.2
08/18/20 dr Digital Record of Hearing AAC .00
08/14/20
Zoom
08/20/20 15.1 Waiver of Notice .00
Thelma Richardson
08/20/20 rgg Receipt of guardianship guide .00
App offsite
08/20/20 15.9 Oath of Guardian .00
- App Offsite
09/01/20 cb COST BILL .00
09/01/20 igf Indigent Guardianship Fund 30.00
09/01/20 adl Additional Letters of Authority 2.00
09/01/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
RICHARDSON, HAWITHA C (fidy)
09/01/20 15.9 Oath of Guardian .00
09/01/20 4.2 Fiduciary's Bond/RLI Surety 113000.00 .00
CBS
N Romanelli
09/01/20 bacb Bond Application for CBS Agency .00
09/01/20 att Attachments .00
creditability & signature pages
09/01/20 Receipt 559717 65.50
09/02/20 Pay out made through bookkeeper # 0000065915 .00
ACCT #: 000000000209 14.50
10/09/20 l LETTER: .00
Return inventory for additional bond
10/09/20 l LETTER: .00
Cover Letter
10/09/20 move Application and Magistrate's Order To Duffy .00
Move Ward To More Restrictive Setting
10/09/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/09/20 15bn Entry Authorizing Expenditure of Funds 4195.00 5.00
(Non-Custodial) 250.00
10/09/20 Receipt 561609 15.00
10/12/20 Pay out made through bookkeeper # 0000066276 .00
ACCT #: 000000000209 12.00
10/23/20 1ae Entry Increasing Bond 107000.00 5.00
RLI
10/23/20 4.2 Fiduciary's Bond/RLI Surety 220000.00 .00
CBS
N Romanelli
10/23/20 bacb Bond Application for CBS Agency .00
10/23/20 6.0 Inventory 107754.04 7.00
10/26/20 15c Application to Release Funds to Guardian .00
10/26/20 15d Entry Authorizing Release of Funds 25315.81 5.00
24402.45
10/26/20 cc Certified Copy 1.00
11/02/20 Receipt 562704 12.00
11/02/20 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
THomas P Sexton 0051863
12/09/20 15an Application for Authority to Expend amended 10.00
Funds (Non-Custodial)
12/09/20 15bn Entry Authorizing Expenditure of Funds 4950.00 5.00
(Non-Custodial) 250.00
12/09/20 att Attachments .00
12/09/20 Receipt 564388 21.00
03/03/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/03/21 att Attachments .00
03/03/21 15bn Entry Authorizing Expenditure of Funds 3453.43 5.00
(Non-Custodial)
07/07/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/03/21 16ek eNotice to File 0051863 .00
08/03/21 13ek eNotice to File Account 0051863 .00
09/02/21 22n Guardian's Report 5.00
09/02/21 soe Statement of Expert Evaluation .00
09/02/21 22ni Investigator Review of Guardian's Report .00
09/02/21 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/02/21 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
09/20/21 l LETTER: .00
Missing statments 01/2021 and 06/2021
atty. did not sign acct and household
good not listed on account.
10/22/21 13a Fiduciary's Partial Account 01 26.00
10/22/21 13.1 Receipts and Disbursements .00
10/22/21 13.2 Assets Remaining in Fiduciary's Hands 42385.21 .00
10/25/21 13e Entry Setting Hearing on Account .00
10/25/21 Receipt 579742 51.00
10/26/21 Pay out made through bookkeeper # 0000070105 .00
ACCT #: 000000000209 18.00
12/06/21 13h Judgment Entry Approving Partial Account .00
12/09/21 1ca Application for Attorney Fees 10.00
12/09/21 fs Fee Schedule .00
12/09/21 1cb Entry Approving Attorney Fees .00
07/12/22 nc Notice of Change of Address of: .00
Phyllis Ann Richardson
07/13/22 Receipt 592694 10.00
07/14/22 Pay out made through bookkeeper # 0000072650 .00
ACCT #: 000000000209 25.00
08/03/22 16ek eNotice to File 0051863 .00
09/27/22 13ek eNotice to File Account 0051863 .00
09/28/22 13a Fiduciary's Partial Account 02 22.00
09/28/22 13.1 Receipts and Disbursements .00
09/28/22 13.2 Assets Remaining in Fiduciary's Hands 27948.71 .00
09/28/22 Receipt 596623 22.00
09/29/22 13e Entry Setting Hearing on Account .00
11/09/22 13h Judgment Entry Approving Partial Account .00
11/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/22/23 16m Citation to File sent to guar 5.00
02/22/23 vcos Certificate of Service for Virtual Mail .00
02/22/23 vcs Virtual Service Mail Sent 6.85
Hawitha C Richardson 478433
02/22/23 vcs Virtual Service Mail Sent 6.85
Thomas P Sexton 478440
03/01/23 vcr Virtual Service Returned .00
HCR 478433
03/07/23 vcr Virtual Service Returned .00
TPS 478440
03/14/23 22n Guardian's Report 5.00
03/14/23 l Letter: .00
Thomas P. Sexton
03/17/23 22ni Investigator Review of Guardian's Report .00
03/17/23 ref No Refund Issued: Less than $1.00 .30
03/17/23 Receipt 604815 24.00
08/29/23 13ek eNotice to File Account 0051863 .00
09/27/23 22n Guardian's Report 5.00
09/27/23 13a Fiduciary's Partial Account 03 22.00
09/27/23 13.1 Receipts and Disbursements .00
09/27/23 13.2 Assets Remaining in Fiduciary's Hands 19830.55 .00
09/27/23 Receipt 614568 27.00
09/28/23 13e Entry Setting Hearing on Account .00
10/02/23 13e Entry Setting Hearing on Account .00
11/08/23 13h Judgment Entry Approving Partial Account .00
12/14/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/12/24 50m Application to Terminate Guardianship 10.00
*Ward passed on 01/06/2024
03/12/24 50p Entry Terminating and Ordering Final 05/10/2024 5.00
Account
03/12/24 dc Death Certificate .00
Phyllis Ann Richardson
03/20/24 dec Ward Deceased. .00
03/20/24 l LETTER: .00
Return account missing bank statements
and balance remaining on final account
must balance to zero
05/13/24 13ek eNotice to File Account 0051863 .00
10/14/24 13m Citation to File Account sent to fidy 5.00
10/14/24 vcos Certificate of Service for Virtual Mail .00
10/14/24 vcs Virtual Service Mail Sent 8.16
Hawitha C Richardson 027719
10/14/24 vcs Virtual Service Mail Sent 8.16
Thomas P Sexton 027726
10/22/24 vcr Virtual Service Returned .00
F01 027719
10/22/24 vcr Virtual Service Returned .00
A51863 027726
10/29/24 1ca Application for Attorney Fees 10.00
Thomas P. Sexton
10/29/24 1cc Consent to Attorney Fees .00
Hawitha Richardson
Thelma Richardson
10/29/24 fs Fee Schedule .00
10/29/24 1cb Entry Approving Attorney Fees 2550.00 .00
233.00
10/29/24 1cd Application for Guardian Fees 10.00
Hawitha Richardson
10/29/24 fs Fee Schedule .00
10/29/24 morf Magistrate's Order Regarding Fees 3092.53 .00
10/29/24 13.0 Fiduciary's Final Account 04 22.00
10/29/24 13.1 Receipts and Disbursements .00
10/29/24 Receipt 634408 58.32
10/30/24 13e Entry Setting Hearing on Account .00
11/04/24 Receipt 634687 20.00
12/10/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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