Case Docket

Case Number:	613418
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	ALCOTT, SANDRA SUE
AKA :

Date	Code	Description	Reference	Receipt	Cost
11/15/21	01	Case Number (Daily Reporter)			10.00
11/15/21	02	Forms			10.00
11/15/21	03	Docketing & Index			15.00
11/15/21	04	Computerized Legal Research			3.00
11/15/21	05	Computer Fee			10.00
11/15/21	07	Legal Aid Trust Fund			26.00
11/15/21	08	Dispute Resolution Fund			15.00
11/15/21	gi	Guardianship Investigator's Expense			75.00
11/15/21	16	Special Projects Fund			15.00
11/15/21	cb	COST BILL			.00
11/15/21	17.0	Application for Appointment of Guardian			20.00
		Christopher M. Alcott
11/15/21	ge	Entry Setting Hearing	12/23/2021		.00
			10:00 A.M.
11/15/21	eb	Exhibit	A		.00
		Zoom invite
11/15/21	15.0	Next of Kin			.00
11/15/21	15.1	Waiver of Notice			.00
		Christopher M. Alcott
11/15/21	15.3	Affidavit of Additional Information			.00
11/15/21	15.2	Guardian - Fiduciary's Acceptance			.00
11/15/21	15.4	Guardian's Credibility Application			.00
11/15/21	17ca	Change of Address Information for			.00
		Guardianships
11/15/21	16.1	Affidavit of Custody			.00
11/15/21	psoe	Statement of Expert Evaluation			.00
11/15/21	15.8	Adult Guardianship Service Information			.00
11/15/21	l	LETTER: COVER			.00
11/15/21		Receipt	580805	199.00
11/16/21		Pay out made through bookkeeper	# 0000070323		.00
		ACCT #: 000000000209 1.00
11/22/21	bcr	Background Check Received			.00
		Christopher Alcott
12/14/21	17.8	Investigator's Report			.00
12/14/21	cos	Certificate of Service	Jennifer		20.50
			Kincaid,LSW
12/23/21	16.4	Notice to Prospective Ward of			.00
		Application and Hearing.
12/23/21	17d	Magistrate's Decision	Clous		.00
		Accordingly, Christopher M. Alcott be
		appointed guardian of the person and
		estate of Sandra Sue Alcott. A bond
12/23/21	ex	Extra Pages			.00
		$2,000,000 has been posted.
12/23/21	17b	Notice To Attorneys and Parties			.00
12/23/21	17c	Findings of Fact			.00
12/23/21	17n	Entry Adopting Magistrate's Decision			5.00
12/23/21	cos	Certificate of Service			.00
12/27/21	igf	Indigent Guardianship Fund			30.00
12/27/21	adl	Additional Letters of Authority			6.00
12/27/21	cb	COST BILL			.00
12/27/21	15.5	Entry Appointing Guardian, Letter of			5.00
		Authority
		ALCOTT, CHRISTOPHER M.	(fidy)
12/27/21	15.9	Oath of Guardian			.00
12/27/21	4.2	Fiduciary's Bond/RLI Surety	2000000.00		.00
			CBS
			N Romanelli
12/27/21	bacb	Bond Application for CBS Agency			.00
12/27/21	ex	Extra Pages			.00
		Credibility application and signature
		page
12/27/21	dr	Digital Record of Hearing	AAC		.00
		12/23/2021 ZOOM
12/28/21		Receipt	582840	66.50
12/29/21		Pay out made through bookkeeper	# 0000070736		.00
		ACCT #: 000000000209 4.50
02/22/22	15c	Application to Release Funds to guardian			.00
02/22/22	15d	Entry Authorizing Release of Funds	18425.47		5.00
		Fifth Third Bank Check 6747/ MM 3293	380491.32
		MM 3236	1249.31
		IRA 9548	11936.80
02/22/22	15c	Application to Release Funds to guardian			.00
02/22/22	15d	Entry Authorizing Release of Funds	MCD		5.00
		Kemba Financial Credit Union
02/22/22	15c	Application to Release Funds to guardian			.00
02/22/22	15d	Entry Authorizing Release of Funds	22459.87		5.00
		Heartland Bank 7966
02/22/22	15c	Application to Release Funds to guardian			.00
02/22/22	15d	Entry Authorizing Release of Funds	21201.23		5.00
		WesBanco check 8410 / sav 4745	12119.23
02/22/22	6.4a	Application for Appointment of a			.00
		Commissioner to Inventory a Safe Deposit
		Box
02/22/22	6.4e	Entry Appointing Commissioner to	MCD		5.00
		Inventory Safe Deposit Box
		Commissioner: Court Bailiff
02/22/22	bisd	Bailiff Charge to Inventory Safe Deposit			20.00
		Box
02/22/22	6.4a	Application for Appointment of a			.00
		Commissioner to Inventory a Safe Deposit
		Box
02/22/22	6.4e	Entry Appointing Commissioner to			5.00
		Inventory Safe Deposit Box
		Commissioner: Court Bailiff
02/22/22	bisd	Bailiff Charge to Inventory Safe Deposit			20.00
		Box
02/22/22	cc	Certified Copy			6.00
02/22/22	l	LETTER: cover 02/15/2022			.00
02/23/22		Receipt	585384	76.00
03/01/22	6k	Notice to File Inventory	0072058		1.00
03/02/22	m	Motion to Restrict Remote Public Access			.00
03/02/22	eb	Exhibit A			.00
03/02/22	e	Entry	RVM		5.00
03/02/22	cc	Certified Copy			1.00
03/29/22		Receipt	587495	7.00
04/08/22	6.4	Application to Extend Time to File			.00
		Inventory
04/08/22	6.5	Entry Extending Time to File Inventory	05/31/2022		5.00
04/08/22		Receipt	588016	5.00
04/25/22	6.4i	Report on Contents of Safe Deposit Box			.00
05/26/22	15c	Application to Release Funds Assets			.00
05/26/22	15d	Entry Authorizing Release of Assets	MCD		5.00
05/26/22	15c	Application to Release Funds Assets			.00
05/26/22	15d	Entry Authorizing Release of Assets	MCD		5.00
05/26/22	cc	Certified Copy			2.00
05/26/22	15c	Application to Release Funds to guardian			.00
05/26/22	15d	Entry Authorizing Release of Funds	520144.53		5.00
		Union Savings Bank Checking 5321
05/26/22	cc	Certified Copy			1.00
05/26/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/26/22	att	Attachments			11.00
05/26/22	15bn	Entry Authorizing Expenditure of Funds	MCD		5.00
		(Non-Custodial)
05/26/22	cc	Certified Copy			1.00
05/26/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/26/22	att	Attachments			.00
05/26/22	15bn	Entry Authorizing Expenditure of Funds	MCD		5.00
		(Non-Custodial)
05/26/22	cc	Certified Copy			1.00
05/26/22	att	Attachments			1.00
05/31/22	1ae	Entry Increasing Bond	1185700.00		5.00
			RLI
05/31/22	4.2	Fiduciary's Bond/RLI Surety	3185700.00		.00
			RLI
			N Romanelli
05/31/22	bacb	Bond Application for CBS Agency			.00
06/02/22	6.0	Inventory	1846048.90		7.00
06/02/22		Receipt	590794	74.00
06/30/22	misc	Fiduciary's Bond paperwork for signature			.00
		only for The CBS Agency with Seal
		Originally Filed 05/31/2022
09/19/22	1ca	Application for Attorney Fees			10.00
		Kelly C Patton
09/19/22	1cc	Consent to Attorney Fees			.00
		ALCOTT, CHRISTOPHER M.
09/19/22	fs	Fee Schedule			.00
09/19/22	morf	Magistrate's Order Regarding Fees	7342.16		.00
09/19/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/19/22	att	Attachments			.00
09/19/22	15bn	Entry Authorizing Expenditure of Funds	3982.26		5.00
		(Non-Custodial)	400.00
			1282.00
09/19/22	15c	Application to Release Funds to Guardian			.00
09/19/22	15d	Entry Authorizing Release of Funds	293050.08		5.00
		Wesbanco Acct 1329
09/19/22		Receipt	596066	30.00
11/07/22	app	Application fro Approval to relocate			.00
		Ward to more restrictive setting
11/07/22	e	Entry arppoving relocation			5.00
11/07/22		Receipt	598643	5.00
11/29/22	16k	Notice to File	0072058		1.00
11/29/22	13k	Notice to File Account	0072058		1.00
12/06/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
12/13/22	13n	Application to Extend Time to File			.00
		Account
12/13/22	13o	Entry Extending Time to File Account	02/15/2023		5.00
12/13/22		Receipt	600284	5.00
01/23/23	14.7	Application to Extend Time to File			.00
		Report
01/23/23	14.8	Entry Extending Time to File Report/	03/01/2023		5.00
		- Extending Hearing
01/23/23		Receipt	602108	7.00
02/23/23	13n	Application to Extend Time to File			.00
		Account
02/23/23	13o	Entry Extending Time to File Account	03/15/2023		5.00
02/23/23		Receipt	603710	5.00
03/06/23	6a	Amended Inventory	2039843.74		7.00
03/06/23	1ae	Entry Increasing Bond	224300.00		5.00
			RLI
03/06/23	4.2	Fiduciary's Bond	3410000.00		.00
			CBS
03/06/23	bacb	Bond Application for CBS Agency			.00
03/06/23	13a	Fiduciary's Partial Account	01		22.00
03/06/23	13.1	Receipts and Disbursements			.00
03/06/23	13.2	Assets Remaining in Fiduciary's Hands	1916622.22		.00
03/06/23	ex	Extra Pages			14.00
03/07/23	13e	Entry Setting Hearing on Account			.00
03/07/23	wd	Will Deposited for Safekeeping			25.00
03/07/23	app	Application to place Will on Deposit			.00
03/07/23	nc	Notice of Change of Address of:			.00
		Sandra S. Alcott
03/07/23	22n	Guardian's Annual Report			5.00
03/07/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/07/23	att	Attachment			.00
03/07/23	15bn	Entry Authorizing Expenditure of Funds	11250.00		5.00
		(Non-Custodial)
03/07/23	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
03/07/23	15bn	Entry Authorizing Expenditure of Funds	HJW		5.00
		(Non-Custodial)
03/07/23	1ca	Application for Attorney Fees			10.00
		Kelly C. Patton
03/07/23	1cc	Consent to Attorney Fees			.00
		Christopher M. Alcott
03/07/23	fs	Fee Schedule			.00
03/07/23	morf	Magistrate's Order Regarding Fees	6316.35		.00
03/07/23	1cd	Application for Guardian Fees			10.00
		Christopher M. Alcott
03/07/23	1c	Consent to Guardian Fees			.00
		Christopher M. Alcott
03/07/23	morf	Magistrate's Order Regarding Fees	11019.44		.00
03/08/23	17.1d	Application to Dispense with Subsequent			.00
		Statements of Expert Evaluation
03/08/23	17.1e	Entry Dispensing with the Filing of			5.00
		Subsequent Statements of Expert
		Evaluation
03/08/23	soe	Statement of Expert Evaluation			.00
03/08/23	22p	Annual Guardianship Plan			.00
03/08/23		Receipt	604311	133.00
03/09/23		Pay out made through bookkeeper	# 0000075178		.00
		ACCT #: 000000000209 14.00
03/10/23	22ni	Investigator Review of Guardian's Report			.00
04/17/23	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
02/07/24	13k	Notice to File Account	0072058		1.00
02/08/24	16k	Notice to File	0072058		1.00
03/14/24	22n	Guardian's Report			5.00
03/14/24	22p	Annual Guardianship Plan			.00
03/18/24	1ca	Application for Attorney Fees			10.00
		Kelly C. Patton
03/18/24	1cc	Consent to Attorney Fees			.00
		Christopher M. Alcott
03/18/24	fs	Fee Schedule			.00
03/18/24	morf	Magistrate's Order Regarding Fees	2763.56		.00
03/18/24	cpi	Confidential Personal Identifiers			.00
03/18/24	1cd	Application for Guardian Fees			10.00
		Christopher M. Alcott
03/18/24	1c	Consent to Guardian Fees			.00
		Christopher M. Alcott
03/18/24	fs	Fee Schedule			.00
03/18/24	morf	Magistrate's Order Regarding Fees	11733.26		.00
03/18/24	1ae	Entry Increasing Bond	9050.00		5.00
			RLI Surety
03/18/24	4.2	Fiduciary's Bond	3419050.00		.00
			RLI Surety
03/18/24	bacb	Bond Application for CBS Agency			.00
03/18/24	poa	Power of Attorney			.00
		RLI Insurance Company
03/18/24	13a	Fiduciary's Partial Account	02		22.00
03/18/24	13.1	Receipts and Disbursements			.00
03/18/24	13.2	Assets Remaining in Fiduciary's Hands	1961071.49		.00
03/18/24	ex	Extra Pages			8.00
03/18/24		Receipt	622950	57.00
03/18/24		Void Receipt	622950		57.00
03/18/24	cc	Certified Copies			2.00
03/18/24		Receipt	622954	64.00
03/19/24	13e	Entry Setting Hearing on Account			.00
03/22/24	22ni	Investigator Review of Guardian's Report			.00
04/29/24	13h	Judgment Entry Approving Partial Account			.00
09/25/24	nc	Notice of Change of Address of:			.00
		Kelly C. Patton 0072058
		3968 Brown Park Dr., Ste B
		Hilliard, OH 43026
02/14/25	16k	Notice to File	0072058		1.00
02/18/25	13k	Notice to File Account	0072058		1.00
03/18/25	13n	Application to Extend Time to File			.00
		Account
03/18/25	13o	Entry Extending Time to File Account	05/19/2025		5.00
03/19/25		Receipt	641438	7.00
03/21/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
04/23/25	14.7	Application to Extend Time to File			.00
		Report
04/23/25	14.8	Entry Extending Time to File Report/	06/30/2025		5.00
		- Extending Hearing
04/23/25		Receipt	643288	5.00
05/28/25	l	LETTER:Cover Letter. 05/21/2025.			.00
05/28/25	1b	Application to Reduce Bond			5.00
05/28/25	1be	Entry to Reduce Bond	3308150.00		5.00
			RLI
05/28/25	1ca	Application for Attorney Fees			10.00
		Kelly C. Patton.	3324.00
			176.44
05/28/25	1cc	Consent to Attorney Fees	3324.00		.00
			176.44
05/28/25	fs	Fee Schedule			.00
05/28/25	morf	Magistrate's Order Regarding Fees	3324.00		.00
			176.44
05/28/25	1cd	Application for Fiduciary Fees			10.00
		Christopher M. Alcott.	11804.11
			0.00
05/28/25	1cc	Consent to Attorney Fees	11804.11		.00
			0.00
05/28/25	fs	Fee Schedule			.00
05/28/25	morf	Magistrate's Order Regarding Fees	11804.11		.00
			0.00
05/28/25	13a	Fiduciary's Partial Account	03		22.00
05/28/25	13.1	Receipts and Disbursements			.00
05/28/25	13.2	Assets Remaining in Fiduciary's Hands	1902796.88		.00
05/28/25	ex	Extra Pages			14.00
05/28/25	22n	Guardian's Report			5.00
05/28/25	22p	Annual Guardianship Plan			.00
05/28/25	nc	Notice of Change of Address of:			.00
		guardian
05/28/25		Receipt	645292	71.00
05/29/25	13e	Entry Setting Hearing on Account			.00
06/05/25	22ni	Investigator Review of Guardian's Report			.00
07/09/25	13h	Judgment Entry Approving Partial Account			.00
04/28/26	16k	Notice to File	0072058		1.00
04/28/26	13k	Notice to File Account	0072058		1.00
06/04/26	13n	Application to Extend Time to File			.00
		Account
06/04/26	13o	Entry Extending Time to File Account	07/10/2026		5.00
06/04/26		Receipt	666676	7.00
06/29/26	22n	Guardian's Report			5.00
06/29/26	22p	Annual Guardianship Plan			.00
06/29/26	13a	Fiduciary's Partial Account	04		36.00
06/29/26	13.1	Receipts and Disbursements			.00
06/29/26	13.2	Assets Remaining in Fiduciary's Hands	1834739.68		.00
06/29/26	1b	Application to Reduce Bond			5.00
06/29/26	1be	Entry to Reduce Bond	3119000.00		5.00
			RLI
06/29/26	1cd	Application for Fiduciary Fees			10.00
		Christopher M. Alcott
06/29/26	1cc	Consent to Attorney Fees			.00
06/29/26	fs	Fee Schedule			.00
06/29/26	morf	Magistrate's Order Regarding Fees	12058.00		.00
			MKB
06/29/26	1ca	Application for Attorney Fees			11.00
		Kelly C. Patton
06/29/26	1cc	Consent to Attorney Fees			.00
06/29/26	fs	Fee Schedule			.00
06/29/26	morf	Magistrate's Order Regarding Fees	2956.89		.00
			mkb
06/29/26	m	Motion to Amend Guardian's Third			.00
		Account
06/29/26	13q	Entry Amending Accounting	MKB		5.00
06/29/26	ger	Notice of Compliance with Guardian			.00
		Education Requirements
06/29/26		Receipt	668072	77.00
06/30/26	13e	Entry Setting Hearing on Account			.00
07/01/26	22ni	Investigator Review of Guardian's Report			.00
08/11/26	13h	Judgment Entry Approving Partial Account			.00
		BALANCE DUE			.00

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