Case Docket

Case Number: 609296  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : LIU, CHAO PING
AKA :

Date Code Description Reference Receipt Cost
03/31/21 01 Case Number (Daily Reporter) 10.00
03/31/21 02 Forms 10.00
03/31/21 03 Docketing & Index 15.00
03/31/21 04 Computerized Legal Research 3.00
03/31/21 05 Computer Fee 10.00
03/31/21 07 Legal Aid Trust Fund 26.00
03/31/21 08 Dispute Resolution Fund 15.00
03/31/21 gi Guardianship Investigator's Expense 75.00
03/31/21 16 Special Projects Fund 15.00
03/31/21 cb COST BILL .00
03/31/21 17.0 Application for Appointment of Guardian 20.00
03/31/21 ge Entry Setting Hearing 05/04/2021 .00
via zoom 10:00 AM
03/31/21 eb Exhibit A .00
03/31/21 15.0 Next of Kin .00
03/31/21 15.1 Waiver of Notice .00
Dr. Huei-Nin Liu-Johnson
03/31/21 15.2 Guardian - Fiduciary's Acceptance .00
03/31/21 15.3 Affidavit of Additional Information .00
03/31/21 15.4 Guardian's Credibility Application .00
03/31/21 16.1 Affidavit of Custody .00
03/31/21 17ca Change of Address Information for .00
Guardianships
03/31/21 psoe Statement of Expert Evaluation .00
03/31/21 15.8 Adult Guardianship Service Information .00
03/31/21 Receipt 569878 199.00
04/02/21 Pay out made through bookkeeper # 0000068011 .00
ACCT #: 000000000209 5.00
04/16/21 17.8 Investigator's Report .00
04/16/21 cos Certificate of Service Erik von 10.50
Frese
04/22/21 Receipt 570897 10.50
04/22/21 bcr Background Check Received .00
Huei-Nin Liu-Johnson BCI and FBI
05/04/21 dr Digital Record of Hearing CLW .00
05/04/21
Zoom
05/05/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/05/21 17d Magistrate's Decision Wambaugh .00
Dr. Huei-Nin Liu-Johnson is appointed
guaridan of the estate only of Chao
Ping Liu,PHD. Bond is 40,000.00
05/05/21 17b Notice To Attorneys and Parties .00
05/05/21 17c Findings of Fact .00
05/05/21 17n Entry Adopting Magistrate's Decision 5.00
05/05/21 cos Certificate of Service .00
05/07/21 cb COST BILL .00
05/07/21 igf Indigent Guardianship Fund 30.00
05/07/21 adl Additional Letters of Authority 2.00
05/07/21 15.5 Entry Appointing Guardian, Letter of CW 5.00
Authority
LIU-JOHNSON, HUEI-NIN (fidy)
05/07/21 15.9 Oath of Guardian .00
05/07/21 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
N Romanelli
05/07/21 bacb Bond Application for CBS Agency .00
05/07/21 att Credability & Signature Pages .00
05/07/21 Receipt 571614 42.00
05/10/21 Pay out made through bookkeeper # 0000068371 .00
ACCT #: 000000000209 8.00
05/11/21 rgg Receipt of guardianship guide .00
From Huei-Nin Liu Johnson
05/19/21 15c Application to Release Funds to Guardian .00
05/19/21 15d Entry Authorizing Release of Funds 312.58 5.00
05/19/21 cc Certified Copy 1.00
05/19/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/19/21 att Attachments .00
05/19/21 15bn Entry Authorizing Expenditure of Funds 75.00/mnth 5.00
(Non-Custodial) 250.00/mnth
05/19/21 6.0 Inventory 3750.96 7.00
05/19/21 Receipt 572184 28.00
07/06/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
09/21/21 1ca Application for Attorney Fees 10.00
S. Brewster Randall, II
09/21/21 1cc Consent to Attorney Fees .00
Huei-Nin Liu-Johnson
09/21/21 fs Fee Schedule .00
09/21/21 morf Magistrate's Order Regarding Fees 2182.75 .00
09/21/21 Receipt 578166 10.00
10/07/21 6a Amended Inventory 17697.36 7.00
10/07/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/07/21 eb Exhibit .00
10/07/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
Monthly expenditures expire on 11/30/22
10/07/21 Receipt 579013 22.00
10/08/21 Pay out made through bookkeeper # 0000069911 .00
ACCT #: 000000000209 10.00
02/23/22 nc Notice of Change of Address of: .00
04/08/22 13k Notice to File Account 0061611 1.00
04/12/22 16k Notice to File 0061611 1.00
05/26/22 13a Fiduciary's Partial Account 01 22.00
05/26/22 13.1 Receipts and Disbursements .00
05/26/22 13.2 Assets Remaining in Fiduciary's Hands 2995.23 .00
05/26/22 cpi Confidential Personal Identifiers .00
05/26/22 Receipt 590513 24.00
05/27/22 13e Entry Setting Hearing on Account .00
06/30/22 22n Guardian's Report 5.00
06/30/22 soe Statement of Expert Evaluation .00
06/30/22 22ni Investigator Review of Guardian's Report .00
06/30/22 Receipt 592153 5.00
07/01/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
07/01/22 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
07/08/22 1ca Application for Attorney Fees 10.00
S.Brewster Randall
07/08/22 fs Fee Schedule .00
07/08/22 morf Magistrate's Order Regarding Fees 2966.00 .00
07/08/22 Receipt 592432 10.00
07/11/22 13h Judgment Entry Approving Partial Account .00
07/14/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/14/22 15bn Entry Authorizing Expenditure of Funds 300.00/mnth 5.00
(Non-Custodial) 420.00/mnth
07/14/22 Receipt 592798 15.00
11/22/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/28/22 l LETTER: .00
Kincaid, Randall & Craine
12/29/22 Receipt 600962 5.00
04/28/23 13k Notice to File Account 0061611 1.00
05/31/23 16k Notice to File 0061611 1.00
06/23/23 1ae Entry Increasing Bond 10000.00 5.00
RLI
06/23/23 4.2 Fiduciary's Bond 50000.00 .00
RLI
06/23/23 poa Power of Attorney .00
06/23/23 bacb Bond Application for CBS Agency .00
06/23/23 Receipt 609829 7.00
06/23/23 13a Fiduciary's Partial Account 02 22.00
06/23/23 13.1 Receipts and Disbursements .00
06/23/23 13.2 Assets Remaining in Fiduciary's Hands 2391.35 .00
06/26/23 13e Entry Setting Hearing on Account .00
06/27/23 Receipt 610019 22.00
07/18/23 22n Guardian's Report 5.00
07/24/23 22ni Investigator Review of Guardian's Report .00
08/07/23 13h Judgment Entry Approving Partial Account .00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/15/23 1ca Application for Attorney Fees 10.00
S Brewster Randall II
11/15/23 1cc Consent to Attorney Fees .00
Huei-Nin Liu-Johnson
11/15/23 fs Fee Schedule .00
11/15/23 morf Magistrate's Order Regarding Fees 1806.75 .00
11/15/23 Receipt 617014 15.00
05/24/24 13k Notice to File Account 0061611 1.00
06/18/24 16k Notice to File 0061611 1.00
07/08/24 13a Fiduciary's Partial Account 03 22.00
07/08/24 13.1 Receipts and Disbursements .00
07/08/24 13.2 Assets Remaining in Fiduciary's Hands 2873.96 .00
07/08/24 l LETTER:Cover Letter. 07/02/2024 .00
07/08/24 cpi Confidential Personal Identifiers .00
07/08/24 Receipt 628542 24.00
07/09/24 13e Entry Setting Hearing on Account .00
08/09/24 1ca Application for Attorney Fees 10.00
S. Brewster Randall, II
08/09/24 1cc Consent to Attorney Fees .00
Huei-Nin Liu-Johnson
08/09/24 fs Fee Schedule .00
08/09/24 morf Magistrate's Order Regarding Fees 1298.00 .00
08/09/24 Receipt 630287 10.00
08/19/24 13h Judgment Entry Approving Partial Account .00
11/06/24 16m Citation to File sent to guar 5.00
11/06/24 vcos Certificate of Service for Virtual Mail .00
11/06/24 vcs Virtual Service Mail Sent 8.16
Huie-Nin Liu-Johnson 034496
11/06/24 vcs Virtual Service Mail Sent 8.16
S Brewster Randall II 034502
11/13/24 22n Guardian's Report 5.00
11/15/24 Receipt 635317 26.32
11/19/24 vcr Virtual Service Returned .00
F01 034496
11/19/24 vcr Virtual Service Returned .00
A61611 034502
11/25/24 22ni Investigator Review of Guardian's Report .00
12/23/24 nc Notice of Change of Address of: .00
Ward
01/10/25 app Application for Authority to Enter into .00
a Pooled Medicaid Payback Trust
Agreement
01/10/25 att Attachments 12.00
01/10/25 e Entry Authorizing Guardian to Enter into HLS 5.00
a Pooled Medicaid Payback Trust
Agreement
01/10/25 Receipt 637866 5.00
01/21/25 Receipt 638232 12.00
02/14/25 app Application for Issuance of Amended .00
Judgment Entry
02/14/25 eb Exhibit A .00
02/14/25 e AMENDED Judgment Entry Authorizing TAS 5.00
Guardian to Enter Into a Pooled Medicaid
Payback Trust Agreement
03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/10/25 13k Notice to File Account 0061611 1.00
06/24/25 22n Guardian's Report 5.00
06/24/25 Receipt 646799 11.00
06/27/25 22ni Investigator Review of Guardian's Report .00
06/30/25 13a Fiduciary's Partial Account 04 22.00
06/30/25 13.1 Receipts and Disbursements .00
06/30/25 13.2 Assets Remaining in Fiduciary's Hands 1143.10 .00
06/30/25 cpi Confidential Personal Identifiers .00
06/30/25 Receipt 647111 22.00
07/01/25 13e Entry Setting Hearing on Account .00
08/12/25 13h Judgment Entry Approving Partial Account .00
09/15/25 1ca Application for Attorney Fees 10.00
S Brewster Randall II
09/15/25 1cc Consent to Attorney Fees .00
Huei-Nin Liu-Johnson
09/15/25 fs Fee Schedule .00
09/15/25 morf Magistrate's Order Regarding Atty Fees 3169.82 .00
MKB
09/15/25 Receipt 651275 10.00
01/29/26 ger Notice of Compliance with Guardian .00
Education Requirements
05/26/26 16k Notice to File 0061611 1.00
06/01/26 13k Notice to File Account 0061611 1.00
06/09/26 22n Guardian's Report 5.00
06/09/26 Receipt 666956 7.00
06/10/26 22ni Investigator Review of Guardian's Report .00
06/11/26 13a Fiduciary's Partial Account 05 22.00
06/11/26 13.1 Receipts and Disbursements .00
06/11/26 13.2 Assets Remaining in Fiduciary's Hands 1573.48 .00
06/11/26 cpi Confidential Personal Identifiers .00
06/11/26 Receipt 667060 22.00
06/12/26 13e Entry Setting Hearing on Account .00
06/12/26 22n Guardian's Report 5.00
06/12/26 Receipt 667151 5.00
06/12/26 22ni Investigator Review of Guardian's Report .00
07/27/26 13h Judgment Entry Approving Partial Account .00
07/28/26 1ca Application for Attorney Fees 10.00
S Brewster Randall II
07/28/26 1cc Consent to Attorney Fees .00
Huei-Nin Liu-Johnson
07/28/26 fs Fee Schedule .00
07/28/26 morf Magistrate's Order Regarding Atty Fees 1187.25 .00
TAS
07/28/26 Receipt 669897 10.00
BALANCE DUE .00
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