Case Docket

Case Number: 610605  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SOURVANOS, GERASIMOS ANDREAS
AKA : SOURVANOS, JERRY A


Date Code Description Reference Receipt Cost
06/11/21 01 Case Number (Daily Reporter) 10.00
06/11/21 02 Forms 10.00
06/11/21 03 Docketing & Index 15.00
06/11/21 04 Computerized Legal Research 3.00
06/11/21 05 Computer Fee 10.00
06/11/21 07 Legal Aid Trust Fund 26.00
06/11/21 08 Dispute Resolution Fund 15.00
06/11/21 gi Guardianship Investigator's Expense 75.00
06/11/21 16 Special Projects Fund 15.00
06/11/21 cb COST BILL .00
06/11/21 17.0 Application for Appointment of Guardian 20.00
Nancy W. Sourvanos
06/11/21 ge Entry Setting Hearing 07/19/2021 .00
3:00 P.M.
06/11/21 eb Exhibit A .00
Zoom invite
06/11/21 15.0 Next of Kin .00
06/11/21 15.1 Waiver of Notice .00
06/11/21 15.2 Guardian - Fiduciary's Acceptance .00
06/11/21 15.3 Affidavit of Additional Information .00
06/11/21 15.4 Guardian's Credibility Application .00
06/11/21 16.1 Affidavit of Custody .00
06/11/21 17ca Change of Address Information for .00
Guardianships
06/11/21 fw BCI & I Fingerprint Waiver .00
06/11/21 psoe Statement of Expert Evaluation .00
06/11/21 dl Copy of Driver's License of: .00
Nancy W. Sourvanos
06/11/21 l LETTER: Cover .00
06/11/21 15.8 Adult Guardianship Service Information .00
06/11/21 Receipt 573225 199.00
07/08/21 17.8 Investigator's Report .00
07/08/21 cos Certificate of Service Jennifer 19.00
Kincaid,LSW
07/08/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/12/21 bcr Background Check Received .00
Nancy Sourvanos BCI and FBI
07/19/21 dr Digital Record of Hearing SNS .00
07/19/21 m
Zoom
07/21/21 17d Magistrate's Decision Sugar .00
Nancy Sourvanos is appointed guardian of
the person and estate of Gerasimos A.
Sourvanos. Bond is $150,000.00
07/21/21 17b Notice To Attorneys and Parties .00
07/21/21 17c Findings of Fact .00
07/21/21 17n Entry Adopting Magistrate's Decision 5.00
07/21/21 cos Certificate of Service .00
07/28/21 cb COST BILL .00
07/28/21 igf Indigent Guardianship Fund 30.00
07/28/21 adl Additional Letters of Authority 2.00
07/28/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
SOURVANOS, NANCY W. (fidy)
07/28/21 15.9 Oath of Guardian .00
07/28/21 4.2 Fiduciary's Bond/RLI Surety 150000.00 .00
RLI
N Romanelli
07/28/21 bacb Bond Application for CBS Agency .00
07/28/21 att Credibility and signature pages .00
07/28/21 Receipt 575586 61.00
07/29/21 Pay out made through bookkeeper # 0000069168 .00
ACCT #: 000000000209 3.00
08/13/21 cpi Confidential Personal Identifiers .00
08/13/21 15c Application to Release Funds to guardian .00
08/13/21 15d Entry Authorizing Release of Funds 15600.76 5.00
5th 3rd Bank ...9663 32423.44
Pacific Life ...2498
08/13/21 cc Certified Copy 2.00
08/13/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/13/21 15bn Entry Authorizing Expenditure of Funds 6750.00 5.00
(Non-Custodial) 20250.00
450.00
600.00
08/13/21 6.0 Inventory 469474.20 7.00
08/13/21 Receipt 576467 29.00
10/01/21 1ca Application for Attorney Fees 10.00
Cynthia B Roberts
10/01/21 fs Fee Schedule .00
10/01/21 morf Magistrate's Order Regarding Fees 4261.00 .00
10/01/21 Receipt 578638 10.00
10/12/21 3.a Application to Appoint Appraiser .00
10/12/21 3.ae Entry Appointing Appraiser 18 5.00
10/12/21 l LETTER: Cynthia B Roberts .00
From: Lindsay E Webster
10/15/21 Receipt 579406 5.00
10/18/21 Pay out made through bookkeeper # 0000070019 .00
ACCT #: 000000000209 10.00
02/24/22 1ae Entry Increasing Bond 696000.00 5.00
RLI
02/24/22 4.2 Fiduciary's Bond/RLI Surety 846000.00 .00
CBS
N Romanelli
02/24/22 bacb Bond Application for CBS Agency .00
02/24/22 10j Consent to Power to Sell Real Estate 1.00
Nancy W Sourvanos
Andrew Gerasimos Sourvanos
Christina Eleni Sourvanos
02/24/22 e Entry Regarding Bond 696000.00 5.00
02/24/22 eb Exhibit A .00
02/24/22 6n Appraiser's Certificate v 3.00
Robert U Miller
20-22 W. Maynard Ave
02/24/22 6n Appraiser's Certificate v 3.00
Robert U Miller
26-28 W. Maynard Ave
02/24/22 Receipt 585490 17.00
06/28/22 13k Notice to File Account 0055342 1.00
06/28/22 16k Notice to File 0055342 1.00
10/25/22 22n Guardian's Report 5.00
10/25/22 22p Annual Guardianship Plan .00
10/25/22 soe Statement of Expert Evaluation .00
10/25/22 l LETTER: .00
Roberts Law Group, LLC
10/26/22 ref No Refund Issued: $1.00 or less 1.00
10/26/22 Receipt 598007 8.00
10/28/22 22ni Investigator Review of Guardian's Report .00
11/29/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/28/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/28/22 att Attachments .00
12/28/22 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
12/28/22 Receipt 600924 15.00
01/05/23 1ca Application for Attorney Fees 10.00
Nancy Sourvanos
01/05/23 fs Fee Schedule .00
01/05/23 morf Magistrate's Order Regarding Fees 5472.00 .00
01/05/23 13a Fiduciary's Partial Account 01 22.00
01/05/23 13.1 Receipts and Disbursements .00
01/05/23 13.2 Assets Remaining in Fiduciary's Hands 426590.14 .00
01/05/23 ex Extra Pages 2.00
01/05/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/05/23 att Attachments .00
01/05/23 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
01/05/23 Receipt 601290 49.00
01/06/23 13e Entry Setting Hearing on Account .00
02/16/23 13h Judgment Entry Approving Partial Account .00
09/26/23 16k Notice to File 0055342 1.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/06/23 13k Notice to File Account 0055342 1.00
12/08/23 22n Guardian's Report 5.00
12/08/23 22p Annual Guardianship Plan .00
12/08/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
12/08/23 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
12/08/23 Receipt 618132 12.00
12/08/23 Void Receipt 618132 12.00
12/08/23 Receipt 618144 12.00
12/11/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
12/11/23 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
12/11/23 Pay out made through bookkeeper # 0000077999 .00
ACCT #: 000000000209 9.00
01/22/24 22ni Investigator Review of Guardian's Report .00
06/25/24 13m Citation to File Account sent to fidy 5.00
06/26/24 vcos Certificate of Service for Virtual Mail .00
06/26/24 vcs Virtual Service Mail Sent 7.40
Nancy W Sourvanos 002310
06/26/24 vcs Virtual Service Mail Sent 7.40
Cynthia B Roberts 002327
07/02/24 vcr Virtual Service Returned .00
NWS 002310
07/09/24 vcr Virtual Service Returned .00
55342 002327
08/09/24 1ca Application for Attorney Fees9/2021-7/22 10.00
Cynthia B Roberts
08/09/24 1cc Consent to Attorney Fees .00
Nancy W Sourvanos
08/09/24 fs Fee Schedule .00
08/09/24 morf Magistrate's Order Regarding Fees 2316.50 .00
08/09/24 1cd Application for Fiduciary Fees 10.00
Nancy W Sourvanos
08/09/24 fs Fee Schedule .00
08/09/24 morf Magistrate's Order Regarding Fees 6734.78 .00
08/09/24 1ca Application for Attorney Fees7/2022-7/23 10.00
Cynthia B Roberts
08/09/24 fs Fee Schedule .00
08/09/24 morf Magistrate's Order Regarding Fees 3118.50 .00
08/09/24 13a Fiduciary's Partial Account 02 22.00
08/09/24 13.1 Receipts and Disbursements .00
08/09/24 13.2 Assets Remaining in Fiduciary's Hands 267611.24 .00
08/09/24 Receipt 630328 52.00
08/12/24 13e Entry Setting Hearing on Account .00
08/20/24 Receipt 630806 24.80
09/23/24 13h Judgment Entry Approving Partial Account .00
10/07/24 1cd Application for Guardian Fees 10.00
Nancy W. Sourvanos
10/07/24 fs Fee Schedule .00
10/07/24 morf Magistrate's Order Regarding Fees 4547.18 .00
10/07/24 1ca Application for Attorney Fees 10.00
Cynthia B. Roberts & Roberts Law Group
10/07/24 fs Fee Schedule .00
10/07/24 morf Magistrate's Order Regarding Fees 3375.50 .00
10/09/24 l LETTER:Cover Letter. 10/01/2024 .00
10/17/24 13a Fiduciary's Partial Account 03 22.00
10/17/24 13.1 Receipts and Disbursements .00
10/17/24 13.2 Assets Remaining in Fiduciary's Hands 166165.07 .00
10/17/24 ex Extra Pages 1.00
10/17/24 Receipt 633834 43.00
10/18/24 13e Entry Setting Hearing on Account .00
11/12/24 16k Notice to File 0055342 1.00
12/02/24 13h Judgment Entry Approving Partial Account .00
02/04/25 22n Guardian's Report 5.00
02/04/25 22p Annual Guardianship Plan .00
02/05/25 Receipt 639111 6.00
02/20/25 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
07/15/25 50m Application to Terminate Guardianship 10.00
Estate Only
07/15/25 50p Entry Terminating and Ordering Final 09/15/2025 5.00
Account
07/15/25 Receipt 647814 15.00
09/16/25 13k Notice to File Account 0055342 1.00
01/05/26 16k Notice to File 0055342 1.00
01/21/26 13a Fiduciary's Partial Account 04 22.00
01/21/26 13.1 Receipts and Disbursements .00
01/21/26 13.2 Assets Remaining in Fiduciary's Hands 121425.71 .00
01/21/26 Receipt 658374 24.00
01/22/26 13e Entry Setting Hearing on Account .00
03/04/26 13h Judgment Entry Approving Partial Account .00
03/19/26 22n Guardian's Report 2026 5.00
Nancy W. Sourvanos
03/19/26 Receipt 661787 5.00
03/20/26 22ni Investigator Review of Guardian's Report .00
BALANCE DUE .00
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