Case Docket

Case Number: 611058  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WHARTON, RUTH
AKA :


Date Code Description Reference Receipt Cost
07/01/21 01 Case Number (Daily Reporter) 10.00
07/01/21 02 Forms 10.00
07/01/21 03 Docketing & Index 15.00
07/01/21 04 Computerized Legal Research 3.00
07/01/21 05 Computer Fee 10.00
07/01/21 07 Legal Aid Trust Fund 26.00
07/01/21 08 Dispute Resolution Fund 15.00
07/01/21 gi Guardianship Investigator's Expense 75.00
07/01/21 16 Special Projects Fund 15.00
07/01/21 cb COST BILL .00
07/01/21 17.0 Application for Appointment of Guardian 20.00
Roland Wharton
07/01/21 ge Entry Setting Hearing 07/09/2021 .00
10:00 A.M.
07/01/21 eb Exhibit A .00
Zoom invite
07/01/21 15.1 Waiver of Notice .00
Roland Wharton
Bryan Wharton
07/01/21 15.3 Affidavit of Additional Information .00
07/01/21 15.4 Guardian's Credibility Application .00
07/01/21 16.1 Affidavit of Custody .00
07/01/21 15.2 Guardian - Fiduciary's Acceptance .00
07/01/21 17ca Change of Address Information for .00
Guardianships
07/01/21 15.8 Adult Guardianship Service Information .00
07/01/21 psoe Statement of Expert Evaluation .00
07/01/21 17.1b Supplement for Emergency Guardian .00
07/01/21 l LETTER: Cover .00
07/01/21 Receipt 574236 199.00
07/01/21 15.0 Next of Kin .00
07/08/21 17.8 Investigator's Report .00
07/08/21 cos Certificate of Service .00
07/08/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/09/21 igf Indigent Guardianship Fund 30.00
07/09/21 adl Additional Letters of Authority 2.00
07/09/21 cb COST BILL .00
07/09/21 17d Magistrate's Decision Stone .00
Roland Whaton be appointed guardian of
the person of Ruth Wharton. And over
estate upon posting bond $50,000.00
07/09/21 17b Notice To Attorneys and Parties .00
07/09/21 17c Findings of Fact .00
07/09/21 17n Entry Adopting Magistrate's Decision 5.00
07/09/21 cos Certificate of Service .00
07/09/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
WHARTON, ROLAND (fidy)
07/09/21 15.9 Oath of Guardian .00
07/09/21 Receipt 574640 42.00
07/09/21 dr Digital Record of Hearing TAS .00
07/09/21
Zoom
07/14/21 Pay out made through bookkeeper # 0000068974 .00
ACCT #: 000000000209 3.00
07/25/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/18/21 cb COST BILL .00
10/18/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority Person and Estate
WHARTON, ROLAND (fidy)
10/18/21 4.2 Fiduciary's Bond 50000.00 .00
cbs
RLI SURETY
10/18/21 bacb Bond Application for CBS Agency .00
10/18/21 att Attachments .00
10/18/21 igf Indigent Guardianship Fund 30.00
10/18/21 adl Additional Letters of Authority 2.00
10/18/21 Receipt 579453 37.00
11/29/21 gcf Guardianship complaint filed 001 .00
Wexner Medical Cnt, OH State University
11/29/21 gcn Guardian notified of complaint 11/29/2021 .00
001
11/29/21 l LETTER: to OH State Wexner Medical Cnt .00
from Leslie Williams
01/26/22 gcd Notification of disposition of 11/29/2021 .00
guardianship complaint 001
01/26/22 att Attachments .00
01/26/22 l LETTER: Roland Wharton .00
From: Leslie Williams
Court Investigator
01/26/22 l LETTER: The Ohio State Wexner Medical .00
Center
From: Leslie Williams
Court Investigator
01/26/22 mo Magistrate's Order on complaint mcd 5.00
dispostion approved
04/19/22 nc Notice of Change of Address of: .00
Ward's
04/19/22 15c Application to Release Funds .00
04/19/22 15d Entry Authorizing Release of Funds 5.00
04/19/22 cc Certified Copy 1.00
04/19/22 ca Copy of Auto Title 2008 Nissan .00
04/19/22 1ae Entry Increasing Bond 100000.00 5.00
CBS
04/19/22 4.2 Fiduciary's Bond/RLI Surety 150000.00 .00
CBS
N Romanelli
04/19/22 bacb Bond Application for CBS Agency .00
04/19/22 1ca Application for Attorney Fees 10.00
Keith A Stevens
04/19/22 1cc Consent to Attorney Fees .00
04/19/22 fs Fee Schedule .00
04/19/22 morf Magistrate's Order Regarding Fees 2233.72 .00
04/19/22 l LETTER: .00
Must use auditor value for real estate
04/19/22 Receipt 588533 26.00
04/20/22 Pay out made through bookkeeper # 0000071812 .00
ACCT #: 000000000209 7.00
06/14/22 16k Notice to File 0087844 1.00
09/20/22 13k Notice to File Account 0087844 1.00
09/30/22 16m Citation to File sent to guar 5.00
09/30/22 vcos Certificate of Service for Virtual Mail .00
09/30/22 vcs Virtual Service Mail Sent 6.57
Roland Warton 457414
09/30/22 vcs Virtual Service Mail Sent 6.57
Keith A Stevens 457421
10/13/22 vcr Virtual Service Returned .00
KAS 457421
10/13/22 vcr Virtual Service Returned .00
RW 457414
11/30/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/09/22 dr Digital Record of Hearing MCD .00
12/9/22 22A 9:53:46 - 9:55:50 am
12/12/22 8rc Entry Continuing Citation Hearing For 02/03/2023 5.00
Report
WHARTON, ROLAND (fidy)
12/12/22 rm Regular Mail Sent .00
12/12/22 rm Regular Mail Sent .00
12/12/22 eb Exhibit .00
Zoom Hearing
01/04/23 22n Guardian's Report 5.00
WHARTON, ROLAND (fidy)
01/04/23 l LETTER: .00
Carlile Patchen Murphy
01/05/23 6.0 Inventory 143059.20 7.00
WHARTON, ROLAND (fidy)
01/05/23 l LETTER: .00
To Attorney For Court Costs
01/05/23 22ni Investigator Review of Guardian's Report .00
01/18/23 Receipt 601838 37.14
02/03/23 dr Digital Record of Hearing RVM .00
2/3/23 22A 9:48:45 - 9:53:51 am
02/03/23 8soe Entry Continuing Citation Hearing for 04/07/2023 5.00
Expert Evaluation
WHARTON, ROLAND (fidy)
02/03/23 rm Regular Mail Sent .00
02/03/23 rm Regular Mail Sent .00
02/03/23 eb Exhibit .00
Zoom Hearing
02/14/23 Receipt 603299 5.00
02/14/23 m Guardian's Motion to Compel Completion .00
of Expert Evaluation
02/14/23 e Order Compelling Completion & Submission RVM .00
of Expert Evaluation
04/04/23 soe Statement of Expert Evaluation .00
WHARTON, ROLAND (fidy)
04/07/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
04/07/23 17.1e Entry Dispensing with the Filing of DENIED .00
Subsequent Statements of Expert
Evaluation
WHARTON, ROLAND (fidy)
06/16/23 13m Citation to File Account sent to fidy 5.00
06/16/23 vcos Certificate of Service for Virtual Mail .00
06/16/23 vcs Virtual Service Mail Sent 6.85
Roland Wharton 496826
06/16/23 vcs Virtual Service Mail Sent 6.85
Keith A Stevens 496833
07/06/23 vcr Virtual Service Returned .00
KAS 496833
07/06/23 vcr Virtual Service Returned .00
RW 496826
08/11/23 l LETTER:Cover Letter. 08/07/2023 .00
08/11/23 1cd Application for Fiduciary Fees 10.00
Keith A. Stevens. 3982.50
120.14
08/11/23 1cc Consent to Attorney Fees 3982.50 .00
120.14
08/11/23 fs Fee Schedule .00
08/11/23 morf Magistrate's Order Regarding Fees 3982.50 .00
120.14
08/11/23 l LETTER:Return account. Need voucher. .00
Need fees listed on account.
08/11/23 Receipt 612365 28.70
08/14/23 Pay out made through bookkeeper # 0000076922 .00
ACCT #: 000000000209 22.00
08/24/23 l LETTER:Cover Letter. 08/23/2023 .00
08/24/23 13a Fiduciary's Partial Account 01 22.00
WHARTON, ROLAND (fidy)
08/24/23 13.1 Receipts and Disbursements .00
08/24/23 13.2 Assets Remaining in Fiduciary's Hands 143349.73 .00
08/24/23 Receipt 613038 22.00
08/25/23 13e Entry Setting Hearing on Account .00
10/05/23 13h Judgment Entry Approving Partial Account .00
10/31/23 22n Guardian's Report 5.00
WHARTON, ROLAND (fidy)
10/31/23 l LETTER: .00
Carlile Patchen & Murphy
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/31/23 ref No Refund Issued: $1.00 or less 1.00
10/31/23 Receipt 616309 6.00
11/06/23 22ni Investigator Review of Guardian's Report .00
07/01/24 ge Entry Setting Hearing 08/19/2024 .00
Termination of Guardianship 2:30 p.m.
07/01/24 eb Exhibit A .00
zoom invite
07/01/24 l LETTER: from Ruth Wharton .00
07/01/24 cos Certificate of Service .00
07/23/24 l LETTER: from Central Ohio Primary Care .00
07/26/24 13k Notice to File Account 0087844 1.00
08/19/24 dr Digital Record of Hearing SNR .00
08/19/2024 / Zoom
08/23/24 ge Entry Setting Hearing 10/07/2024 .00
3:30 p.m.
08/23/24 eb Exhibit A .00
zoom invite
08/27/24 cos Certificate of Service .00
09/20/24 soe Statement of Expert Evaluation .00
WHARTON, ROLAND (fidy)
09/20/24 att Attachments .00
09/23/24 22ni Investigator Review of Guardian's Report .00
10/02/24 16k Notice to File 0087844 1.00
10/08/24 17d Magistrate's Decision Terminating Russell- .00
In accordance with the findings of fact Ramos
and conclusions of law set forth above,
it is the decision of this magistrate
10/08/24 ex Extra Pages .00
that the guardianship of the person of
Ruth Wharton be terminated. Roland
Wharton shall be discharged as the
10/08/24 ex Extra Pages .00
guardian of the person and this case
shall be closed.
10/08/24 17b Notice To Attorneys and Parties .00
10/08/24 17c Findings of Fact .00
01/31/25 13m Citation to File Account sent to fidy 5.00
01/31/25 vcos Certificate of Service for Virtual Mail .00
01/31/25 vcs Virtual Service Mail Sent 8.16
Roland Wharton 054852
01/31/25 vcs Virtual Service Mail Sent 8.16
Keith A Stevens 054869
02/11/25 vcr Virtual Service Returned .00
A0087844 054869
02/14/25 17d Magistrate's Decision AMENDED .00
Roland Wharton must file account by Russell-
March 31, 2025 Ramos
02/14/25 17b Notice To Attorneys and Parties .00
02/14/25 17c Findings of Fact .00
02/14/25 17n Entry Adopting Magistrate's Decision .00
03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/18/25 Receipt 641308 23.32
03/26/25 l LETTER:Account returned. Need to work wi .00
th attorney in order to file final accou
nt. Need final court costs. Need bank st
atements and vouchers.
10/07/25 13m Citation to File Account sent to fidy 5.00
10/07/25 vcos Certificate of Service for Virtual Mail .00
10/07/25 vcs Virtual Service Mail Sent 8.86
Roland Wharton 092132
10/07/25 vcs Virtual Service Mail Sent 8.86
Keith A Stevens 092649
10/14/25 vcr Virtual Service Returned .00
F02 092632
10/14/25 vcr Virtual Service Returned .00
A87844 092649
12/12/25 dr Digital Record of Hearing MCD .00
12/12/2025 / 22A
9:33:38am-10:36:31am
12/22/25 pbmr Courts Internal PB Mailer Request .00
12/22/25 9a Charge of Contempt/ATTORNEY 0087844 5.00
12/22/25 jcos Certificate of Service/Judicial Staff .00
12/22/25 rm Regular Mail Sent .00
Keith A. Stevens
12/22/25 vhi Virtual Hearing Information .00
12/22/25 9f Charge of Contempt/FIDUCIARY 5.00
12/22/25 jcos Certificate of Service/Judicial Staff .00
12/22/25 vcos Certificate of Service for Virtual Mail .00
12/22/25 vcs Virtual Service Mail Sent 8.86
Roland Wharton 112538
12/22/25 rm Regular Mail Sent .00
Roland Wharton
12/22/25 vhi Virtual Hearing Information .00
01/06/26 sc1 Substitution of Counsel (Estates, 0088758 .00
Trusts, Guard.)
WHARTON, ROLAND (fidy)
01/06/26 Receipt 657546 41.58
02/26/26 dr Digital Record of Hearing JDM .00
02/26/2026 / 22A
2:02:48pm-2:06:55pm
03/06/26 ej Entry (Judge) Continuing Show Cause 5.00
Hearing
03/06/26 vhi Virtual Hearing Information .00
03/06/26 jcos Certificate of Service/Judicial Staff .00
04/14/26 Receipt 663482 28.00
04/14/26 Void Receipt 663482 28.00
04/30/26 dr Digital Record of Hearing JDM .00
04/30/2026 / 22A
2:18:53pm-2:23:02pm
05/11/26 ej Entry (Judge) Continuing Show Cause 5.00
Hearing
05/11/26 vhi Virtual Hearing Information .00
05/11/26 jcos Certificate of Service/Judicial Staff .00
06/18/26 dr Digital Record of Hearing JDM .00
06/18/2026 / 22A
1:52:12pm-1:58:27pm
06/26/26 ej Entry (Judge) Entry Continuing Show 5.00
Cause Hearing
06/26/26 vhi Virtual Hearing Information .00
06/29/26 jcos Certificate of Service/Judicial Staff .00
07/06/26 1r Order to Serve Entry Continuing Show .00
Cause Hearing
Gregory L Williams Jr
08/06/26 13.0 Fiduciary's Final Account 02 41.00
WHARTON, ROLAND. (fidy)
08/06/26 13.1 Receipts and Disbursements .00
08/06/26 mem Memorandum in Support .00
Memorandum Regarding Joint Accounts And
Disposition Of Funds.
08/06/26 Receipt 670536 56.00
08/06/26 dr Digital Record of Hearing JDM .00
08/06/2026 / 22A
2:14:36pm-2:17:01pm
08/10/26 1ra Return of Order to Serve 50.00
08/11/26 enc Entry Dismissing Charges of Contempt .00
08/11/26 jcos Certificate of Service/Judicial Staff .00
08/13/26 13e Entry Setting Hearing on Account .00
BALANCE DUE 50.00
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