Case Docket

Case Number: 610042  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : DELIA, JOAN C.
AKA :


Date Code Description Reference Receipt Cost
05/11/21 01 Case Number (Daily Reporter) 10.00
05/11/21 indg Judgment Entry: The Court, under the .00
authority of Ohio R.C. Section 2111.51
Orders funds from the indigent fund
to cover the Court costs.
05/11/21 appi Application Requesting Indigency Status .00
05/11/21 ei Entry Declaring Indigent Status .00
05/11/21 cb COST BILL .00
05/11/21 17.0 Application for Appointment of Guardian .00
GSB
05/11/21 15.0 Next of Kin .00
05/11/21 15.1 Waiver of Notice .00
GSB
05/11/21 15.2 Guardian - Fiduciary's Acceptance .00
05/11/21 15.3 Affidavit of Additional Information .00
05/11/21 15.4 Guardian's Credibility Application .00
05/11/21 15.8 Adult Guardianship Service Information .00
05/11/21 16.1 Affidavit of Custody .00
05/11/21 17ca Change of Address Information for .00
Guardianships
05/11/21 psoe Statement of Expert Evaluation .00
05/11/21 ge Entry Setting Hearing 06/29/2021 .00
10:00 A.M.
05/11/21 eb Exhibit A .00
Zoom invite
05/12/21 Receipt 571839 10.00
06/02/21 moac Magistrate's Order Appointing Counsel 0040075 .00
06/24/21 17.8 Investigator's Report .00
06/24/21 cos Certificate of Service .00
06/24/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/29/21 igf Indigent Guardianship Fund .00
06/29/21 adl Additional Letters of Authority .00
06/29/21 cb COST BILL .00
06/29/21 17d Magistrate's Decision Wambaugh .00
GSB is appointed guardian of the person
only of Joan Delia. No bond is required.
06/29/21 17b Notice To Attorneys and Parties .00
06/29/21 17c Findings of Fact .00
06/29/21 17n Entry Adopting Magistrate's Decision .00
06/29/21 cos Certificate of Service .00
06/29/21 15.5 Entry Appointing Guardian, Letter of .00
Authority
FCGSB, BY DESIGNEE (fidy)
06/29/21 15.9 Oath of Guardian .00
06/29/21 dr Digital Record of Hearing CLW .00
06/29/21
Zoom
07/02/21 nc Notice of Change of Address of: .00
07/28/21 app Application .00
07/28/21 e Entry directing Telhio Credit Union to TAS .00
GSB account statements from Jan 1 2021
to present day for Ms. Delia's bank acct
08/09/21 app Application directing Telhio Credit .00
Union to provide a GSB rep the address &
phone number for joint acct owner
Heather K Lambert
08/09/21 e Entry Stone .00
08/09/21 cc Certified Copy .00
09/07/21 move Application and Magistrate's Order To HJW .00
Move Ward To More Restrictive Setting
09/15/21 1ca Application for Attorney Fees .00
Jospeh G. Mollica
09/15/21 fs Fee Schedule .00
09/15/21 morf Magistrate's Order Regarding Fees Wambaugh .00
$500.00
09/23/21 appn Application Requesting Non-Indigency .00
Status
09/23/21 en Entry Declaring Non-Indigent Status .00
09/23/21 02 Forms 10.00
09/23/21 03 Docketing & Index 15.00
09/23/21 04 Computerized Legal Research 3.00
09/23/21 05 Computer Fee 10.00
09/23/21 07 Legal Aid Trust Fund 26.00
09/23/21 08 Dispute Resolution Fund 15.00
09/23/21 16 Special Projects Fund 15.00
09/23/21 gi Guardianship Investigator's Expense 75.00
09/23/21 cb COST BILL .00
09/23/21 17.0 Application for Appointment of Guardian 20.00
Philip J. Gauer,ESQ
09/23/21 ge Entry Setting Hearing 10/20/2021 .00
3:00 P.M.
09/23/21 eb Exhibit A .00
Zoom invite
09/23/21 15.0 Next of Kin .00
09/23/21 15.2 Guardian - Fiduciary's Acceptance .00
09/23/21 15.3 Affidavit of Additional Information .00
09/23/21 15.4 Guardian's Credibility Application .00
09/23/21 16.1 Affidavit of Custody .00
09/23/21 17ca Change of Address Information for .00
Guardianships
09/23/21 psoe Statement of Expert Evaluation .00
09/23/21 15.8 Adult Guardianship Service Information .00
09/23/21 Receipt 578283 189.00
09/24/21 Pay out made through bookkeeper # 0000069750 .00
ACCT #: 000000000209 15.00
10/06/21 moac Magistrate's Order Appointing Counsel 0040075 5.00
10/07/21 17.8 Investigator's Report Erik von .00
Frese
10/07/21 17.8g Court Investigator's Comments Erik von .00
Frese
10/07/21 cos Certificate of Service Erik von 8.50
Frese
10/21/21 dr Digital Record of Hearing AAC .00
10/20/2021 ZOOM
10/22/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/22/21 17d Magistrate's Decision Clous .00
Phillip J. Gauer be appointed guardian
of the estate of Joan C. Delia. Bond
posted in the amount of $40,000.00
10/22/21 17b Notice To Attorneys and Parties .00
10/22/21 17c Findings of Fact .00
10/22/21 17n Entry Adopting Magistrate's Decision 5.00
10/22/21 cos Certificate of Service .00
10/22/21 l LETTER: Payment letter .00
10/26/21 igf Indigent Guardianship Fund 30.00
10/26/21 adl Additional Letters of Authority 1.00
10/26/21 cb COST BILL .00
10/26/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GAUER, PHILIP J. (fidy)
10/26/21 15.9 Oath of Guardian .00
10/26/21 4.2 Fiduciary's Bond/RLLI Surety 40000.00 .00
CBS
N Romanelli
10/26/21 bacb Bond Application for CBS Agency .00
10/26/21 att Attachments .00
10/26/21 ref No Refund Issued: Less than $1.00 .50
10/26/21 Receipt 579802 55.00
11/12/21 l LETTER:Cover Letter. .00
11/12/21 cpi Confidential Personal Identifiers .00
11/12/21 1ae Entry Increasing Bond 35000.00 5.00
RLI
11/12/21 4.2 Fiduciary's Bond/CBS 75000.00 .00
CBS
C Victor
11/12/21 bacb Bond Application for CBS Agency .00
11/12/21 6.0 Inventory 32453.96 7.00
GAUER, PHILIP J. (fidy)
11/18/21 15c Application to Release Funds to Guardian .00
11/18/21 15d Entry Authorizing Release of Funds 13.88 5.00
Telhio Credit Union 5153/ 5162 / 8072 10988.75
FCBank Acct 5651 21351.33
100.00
11/18/21 cc Certified Copy 2.00
11/18/21 Receipt 581032 19.00
11/23/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/23/21 att Attachments .00
11/23/21 15bn Entry Authorizing Expenditure of Funds 184.00 5.00
(Non-Custodial) 3465.48
900.00
380.18
11/23/21 Receipt 581276 15.00
12/03/21 m Motion for Instructions filed by guard .00
of the estate
12/03/21 4.0e Entry Setting Hearing and Ordering 01/21/2022 5.00
Notice 11:00 AM
FCGSB, BY DESIGNEE (fidy)
12/03/21 eb Exhibit A .00
12/03/21 6.b Report of Newly Discovered Assets 7.00
12/03/21 6.be Entry Approving Report of Newly 9310.00 5.00
Assets
12/03/21 att Attachments .00
12/03/21 1ae Entry Increasing Bond 5000.00 5.00
RLI
12/03/21 4.2 Fiduciary's Bond/RLI 80000.00 .00
RLI
N. Romanelli
12/03/21 bacb Bond Application for CBS Agency .00
12/06/21 lwip List of Ward's Important Papers .00
12/06/21 Receipt 581750 22.00
12/06/21 1ca Application for Attorney Fees 10.00
philip J. Gauer
12/06/21 morf Magistrate's Order Regarding Fees 3900.00 .00
12/07/21 cor Correspondence Received (NOT EVIDENCE) .00
12/21/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/21/21 att Attachments .00
12/21/21 15bn Entry Authorizing Expenditure of Funds 50.00 5.00
(Non-Custodial) 1800.00
450.00
129.45
12/21/21 Receipt 582571 15.00
01/25/22 e Motion of the guardian of the estate MKB 5.00
being well-taken, Court makes the
following findings & orders:
By Initialing A
02/10/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/10/22 att Attachments .00
02/10/22 15bn Entry Authorizing Expenditure of Funds 5000.00 5.00
(Non-Custodial) 15.00
02/10/22 Receipt 584836 15.00
06/01/22 16ek eNotice to File Sent To fidy .00
06/13/22 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
06/13/22 22p Annual Guardianship Plan .00
06/13/22 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
06/13/22 22ni Investigator Review of Guardian's Report .00
06/13/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/13/22 att Attachments .00
06/13/22 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
06/13/22 Receipt 591335 30.00
09/02/22 l LETTER: cover 07/29/2022 .00
09/02/22 1ca Application for Attorney Fees 10.00
Joseph G Mollica
09/02/22 1cc Consent to Attorney Fees .00
Philip J Gauer
09/02/22 fs Fee Schedule .00
09/02/22 morf Magistrate's Order Regarding Fees 900.00 .00
09/02/22 c Copy 1.00
09/02/22 Receipt 595378 11.00
09/27/22 13k Notice to File Account 0055305 1.00
10/24/22 l LETTER:Cover Letter. 10/19/2022 .00
10/24/22 l LETTER:Return account. Need vouchers. .00
10/24/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/24/22 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial) 15.00
10/24/22 Receipt 597936 15.00
11/08/22 1b Application to Reduce Bond 5.00
11/08/22 1be Entry to Reduce Bond 22500.00 5.00
RLI
11/08/22 1ca Application for Attorney Fees 4500.00 10.00
Philip J. Gauer, Esq. 0.00
11/08/22 fs Fee Schedule .00
11/08/22 morf Magistrate's Order Regarding Fees .00
11/08/22 1cd Application for Fiduciary Fees 2029.99 10.00
Philip J. Gauer, Esq. 78.20
11/08/22 fs Fee Schedule .00
11/08/22 morf Magistrate's Order Regarding Fees .00
11/08/22 cpi Confidential Personal Identifiers .00
11/08/22 13a Fiduciary's Partial Account 01 22.00
GAUER, PHILIP J. (fidy)
11/08/22 13.1 Receipts and Disbursements .00
11/08/22 13.2 Assets Remaining in Fiduciary's Hands 11154.85 .00
11/08/22 ex Extra Pages 1.00
11/09/22 13e Entry Setting Hearing on Account .00
11/09/22 Receipt 598724 59.00
11/10/22 Pay out made through bookkeeper # 0000074007 .00
ACCT #: 000000000209 3.00
11/22/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/30/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/30/22 att Attachments .00
11/30/22 15bn Entry Authorizing Expenditure of Funds 103.00 5.00
(Non-Custodial) 25.00
11/30/22 Receipt 599710 15.00
12/21/22 13h Judgment Entry Approving Partial Account .00
04/28/23 50m Application to Terminate 10.00
04/28/23 50p Entry Terminating and Ordering Final 06/30/2023 5.00
Account
GAUER, PHILIP J. (fidy)
05/01/23 Receipt 607135 15.00
05/16/23 16ek eNotice to File Sent To fidy .00
06/01/23 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
06/01/23 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
06/08/23 l LETTER: from Philip J Gauer .00
06/08/23 1ca Application for Attorney Fees 10.00
Philip J Gauer
06/08/23 fs Fee Schedule .00
06/08/23 morf Magistrate's Order Regarding Fees 1710.00 .00
06/08/23 1cd Application for Fiduciary Fees 10.00
Philip J Gauer
06/08/23 fs Fee Schedule .00
06/08/23 morf Magistrate's Order Regarding Fees 505.13 .00
06/08/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/08/23 att Attachments .00
06/08/23 15bn Entry Authorizing Expenditure of Funds 3535.53 5.00
(Non-Custodial)
06/08/23 13c Fiduciary's Final Account (Keep Open) 02 22.00
GAUER, PHILIP J. (fidy)
06/08/23 13.1 Receipts and Disbursements .00
06/08/23 Receipt 609144 57.00
06/08/23 appi Application Requesting Indigency Status .00
06/08/23 ei Entry Declaring Indigent Status ELC .00
06/08/23 22ni Investigator Review of Guardian's Report .00
06/09/23 13e Entry Setting Hearing on Account .00
07/20/23 13j Judgment Entry Approving Final Account .00
(Keep Open)
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/06/24 16ek eNotice to File Sent To fidy .00
05/31/24 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
05/31/24 22p Annual Guardianship Plan .00
05/31/24 misc Miscellaneous Filing .00
05/31/24 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
06/03/24 22ni Investigator Review of Guardian's Report .00
03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/02/25 16ek eNotice to File Sent To fidy .00
05/13/25 asoe Application to Extend Time to File .00
Expert Evaluation
05/13/25 esoe Entry Extending Time to File Expert 08/11/2025 .00
Evaluation
FCGSB, BY DESIGNEE (fidy)
05/14/25 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
05/14/25 22p Annual Guardianship Plan .00
05/19/25 22ni Investigator Review of Guardian's Report .00
08/01/25 asoe Application to Extend Time to File .00
Expert Evaluation
08/01/25 esoe Entry Extending Time to File Expert 12/31/2025 .00
Evaluation
FCGSB, BY DESIGNEE (fidy)
09/04/25 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
04/14/26 16ek eNotice to File Sent To fidy .00
05/12/26 22p Annual Guardianship Plan .00
05/12/26 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
05/15/26 22ni Investigator Review of Guardian's Report .00
08/13/26 23ek eNotice to File Expert Evaluation Sent To fidy .00
BALANCE DUE .00
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