Case Docket

Case Number:	611474
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	LOWERY, WILLIAM, SR.
AKA :

Date	Code	Description	Reference	Receipt	Cost
07/21/21	01	Case Number (Daily Reporter)			10.00
07/21/21	02	Forms			10.00
07/21/21	03	Docketing & Index			15.00
07/21/21	04	Computerized Legal Research			3.00
07/21/21	05	Computer Fee			10.00
07/21/21	07	Legal Aid Trust Fund			26.00
07/21/21	08	Dispute Resolution Fund			15.00
07/21/21	gi	Guardianship Investigator's Expense			75.00
07/21/21	16	Special Projects Fund			15.00
07/21/21	cb	COST BILL			.00
07/21/21	17.0	Application for Appointment of Guardian			20.00
		Beth West
07/21/21	ge	Entry Setting Hearing	09/03/2021		.00
			9:00 A.M.
07/21/21	eb	Exhibit	A		.00
		Zoom invite
07/21/21	15.0	Next of Kin			.00
07/21/21	15.1	Waiver of Notice			.00
		William Lowery Sr.
07/21/21	15.2	Guardian - Fiduciary's Acceptance			.00
07/21/21	15.3	Affidavit of Additional Information			.00
07/21/21	15.4	Guardian's Credibility Application			.00
07/21/21	16.1	Affidavit of Custody			.00
07/21/21	17ca	Change of Address Information for			.00
		Guardianships
07/21/21	psoe	Statement of Expert Evaluation			.00
07/21/21	poa	Power of Attorney			.00
07/21/21	dl	Copy of Driver's License of:			.00
		Beth N. West
07/21/21	15.8	Adult Guardianship Service Information			.00
07/21/21		Receipt	575261	199.00
07/25/21	ci	ANNUAL PHYSICAL/ELECTRONIC - 2021			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
07/26/21	bcr	Background Check Received			.00
		Beth West
08/24/21	17.8	Investigator's Report			.00
08/24/21	cos	Certificate of Service	Jennifer		9.00
			Kincaid,LSW
09/03/21	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
09/03/21	l	LETTER: Email			.00
09/03/21	17d	Magistrate's Decision			.00
		Accordingly, Beth West is hereby	HJW
		appointed guardian of the person and
		estate of William Lower Sr.,
09/03/21	ex	100 % Custodial.			.00
09/03/21	17c	Findings of Fact			.00
09/03/21	17b	Notice To Attorneys and Parties			.00
09/03/21	17n	Entry Adopting Magistrate's Decision			5.00
09/03/21	l	LETTER: Appt Costs			.00
09/03/21	dr	Digital Record of Hearing	HJW		.00
		09/03/21
		Zoom
09/07/21	15.1	Waiver of Notice			.00
		WIlliam Lowery Jr
09/28/21	cos	Certificate of Service			.00
09/28/21	igf	Indigent Guardianship Fund			30.00
09/28/21	adl	Additional Letters of Authority			1.00
09/28/21	cb	COST BILL			.00
09/28/21	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		WEST, BETH	(fidy)
09/28/21	15.9	Oath of Guardian			.00
09/28/21		Receipt	578494	50.00
09/29/21		Pay out made through bookkeeper	# 0000069801		.00
		ACCT #: 000000000209 21.00
10/27/21	16a	Motion for Release of Assets to be			.00
		Deposited w/Custodian in Lieu of Bond
10/27/21	16b	Entry Ordering Deposit of Assets	CANAL BNK CE		5.00
		In Lieu of Bond	601.00
			001
10/27/21	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
10/27/21	cc	Certified Copy			1.00
10/27/21		Receipt	579923	22.00
12/01/21	6k	Notice to File Inventory	Sent To fidy		1.00
12/13/21	lwip	List of Ward's Important Papers			.00
12/13/21	6.0	Inventory	1039.00		7.00
01/06/22	nc	Notice of Change of Address of:			.00
		William Lowery Sr.
01/10/22	15b	Entry Authorizing Expenditure of Funds	600.00/mnth		.00
		(Custodial)
01/24/22	16c	Verification of Receipt or Deposit	CANAL BNK CE		.00
			2404.00
			001 Y
01/24/22	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
01/24/22		Receipt	583935	24.00
01/25/22	nc	Notice of Change of Address of:			.00
		William Lowery Sr.
01/25/22	misc	Miscellaneous Filing			.00
		Neurology Consultation
01/25/22	move	Application and Magistrate's Order To			.00
		Move Ward To More Restrictive Setting
01/25/22		Pay out made through bookkeeper	# 0000070988		.00
		ACCT #: 000000000209 8.00
01/31/22	appi	Application Requesting Indigency Status			.00
01/31/22	e	Entry	DENIED		.00
02/01/22	noa	Notice of Appearance of Counsel			.00
		- Attorney for Defendant
02/02/22	m	Motion			.00
02/02/22	cos	Certificate of Service			.00
02/02/22	e	Entry			5.00
02/08/22	15bd	Entry Denying Expenditure of Funds	HJW		.00
		(Custodial)
02/08/22	e	Entry Revoking Authorization to Expend	HJW		5.00
		Funds
		-entry authorizing expenditure issued
		01/10/2022 is hereby REVOKED
02/08/22	cos	Certificate of Service			.00
03/22/22	13r	Custodial Year End Report 2021	CANAL BNK CE		.00
			438.00
04/15/22	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
04/15/22	att	Attachments			.00
04/15/22		Receipt	588428	26.00
05/02/22	1e	Entry Setting Remote Hearing	07/19/2022		5.00
		-App for authority to expend funds filed	9:00 AM
		on 04/15/2022
05/02/22	eb	Exhibit A			.00
07/13/22	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
07/13/22	15b	Entry Authorizing Expenditure of Funds	3606.00		.00
		(Custodial)
07/13/22		Receipt	592723	16.00
07/19/22	dr	Digital Record of Hearing	HJW		.00
		7/19/22 ZOOM
07/21/22	15b	Entry Authorizing Expenditure of Funds	2400.00		.00
		(Custodial)
07/21/22	cos	Certificate of Service			.00
08/16/22	cc	Certified Copy			1.00
		Letters of Guardianship
08/16/22		Receipt	594426	6.00
08/22/22	1ca	Application for Attorney Fees			10.00
		Ryan G Welker
08/22/22	1cc	Consent to Attorney Fees			.00
		Beth West
08/22/22	fs	Fee Schedule			.00
08/22/22	morf	Magistrate's Order Regarding Fees	563.00		.00
08/22/22		Receipt	594710	10.00
08/23/22	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
08/23/22	15b	Entry Authorizing Expenditure of Funds	563.00		.00
		(Custodial)
08/23/22		Receipt	594742	16.00
08/29/22	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
08/29/22	att	Attachments			.00
08/29/22		Receipt	595145	16.00
08/30/22	16k	Notice to File	0088063		1.00
08/30/22	13k	Notice to File Account	0088063		1.00
09/20/22	15b	Entry Authorizing Expenditure of Funds	601.00/mnth		.00
		(Custodial)
10/18/22	13.7	Entry Extending Accounting Until			.00
		Further Order by the Court
11/18/22	nc	Notice of Change of Address of:			.00
		William Lowery Sr.
12/01/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
02/06/23	15b	Entry Authorizing Expenditure of Funds	879.64		.00
		(Custodial)
02/06/23	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
02/06/23	att	Attachments			.00
02/06/23		Receipt	602856	16.00
02/14/23	15b	Entry Authorizing Expenditure of Funds	879.64		.00
		(Custodial)
02/28/23	16m	Citation to File	sent to guar		5.00
02/28/23	vcos	Certificate of Service for Virtual Mail			.00
02/28/23	vcs	Virtual Service Mail Sent			6.85
		Beth West	478716
02/28/23	vcs	Virtual Service Mail Sent			6.85
		Ryan G Welker	478723
03/15/23	15a	Application for Authority to Expend			16.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
03/15/23	15b	Entry Authorizing Expenditure of Funds	600.00		.00
		(Custodial)
03/15/23		Receipt	604669	36.70
03/20/23	vcr	Virtual Service Returned			.00
		RGW	478723
03/27/23	22n	Guardian's Report			5.00
03/27/23	22p	Annual Guardianship Plan			.00
03/27/23	soe	Statement of Expert Evaluation			.00
03/27/23	l	LETTER:			.00
		Ryan G. Welker
03/27/23		Receipt	605280	5.00
04/03/23	22ni	Investigator Review of Guardian's Report			.00
04/11/23	17.1d	Application to Dispense with Subsequent			.00
		Statements of Expert Evaluation
04/11/23	17.1e	Entry Dispensing with the Filing of			.00
		Subsequent Statements of Expert
		Evaluation
08/07/23	50p	Entry Terminating and Ordering Final	08/07/2023		.00
		Account
08/08/23	obit	Obituary			.00
		William Lowery
08/08/23	ei	Entry Declaring Indigent Status			.00
08/08/23	50m	Application to Terminate			.00
08/10/23	15a	Application for Authority to Expend			.00
		Funds from Custodial Account. (Includes
		costs for Entry and Certification)
08/10/23	7.0	Schedule of Claims			.00
08/10/23	att	Attachment			.00
08/10/23	15b	Entry Authorizing Expenditure of Funds	1.00		.00
		(Custodial)
10/31/23	ci	ANNUAL PHYSICAL/ELECTRONIC - 2023			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
02/28/24	16k	Notice to File	0088063		.00
03/13/24	13x	Custodial Year End Report 2023	CANAL BNK CE		.00
			0.00
03/13/24	99	Case Closed			.00
		BALANCE DUE			.00

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