Case Docket

Case Number: 613501  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ABRAMS, BETTY M.
AKA :


Date Code Description Reference Receipt Cost
11/18/21 01 Case Number (Daily Reporter) 10.00
11/18/21 02 Forms 10.00
11/18/21 03 Docketing & Index 15.00
11/18/21 04 Computerized Legal Research 3.00
11/18/21 05 Computer Fee 10.00
11/18/21 07 Legal Aid Trust Fund 26.00
11/18/21 08 Dispute Resolution Fund 15.00
11/18/21 gi Guardianship Investigator's Expense 75.00
11/18/21 16 Special Projects Fund 15.00
11/18/21 cb COST BILL .00
11/18/21 17.0 Application for Appointment of Guardian 20.00
Carl Evans
11/18/21 15.0 Next of Kin .00
11/18/21 15.1 Waiver of Notice .00
Lisa M. Abrams
Kathleen M. Anderson
11/18/21 15.2 Guardian - Fiduciary's Acceptance .00
11/18/21 16.1 Affidavit of Custody .00
11/18/21 17ca Change of Address Information for .00
Guardianships
11/18/21 15.3 Affidavit of Additional Information .00
11/18/21 15.4 Guardian's Credibility Application .00
11/18/21 psoe Statement of Expert Evaluation .00
11/18/21 15.8 Adult Guardianship Service Information .00
11/18/21 l LETTER: Cover .00
11/18/21 Receipt 581056 199.00
11/18/21 m Motion to expedite hearing .00
11/18/21 1e Entry Setting Hearing 12/3/2021 5.00
2:00 P.M.
11/18/21 eb Exhibit A .00
Zoom invite
11/22/21 bcr Background Check Received .00
Carl Evans
11/22/21 17.8 Investigator's Report .00
11/22/21 cos Certificate of Service Leslie 23.70
Williams
12/03/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/03/21 igf Indigent Guardianship Fund 30.00
12/03/21 adl Additional Letters of Authority 2.00
12/03/21 cb COST BILL .00
12/03/21 17d Magistrate's Decision Cook .00
Carl Evans be appointed guardian of the
person and estate for Betty Abrams.
12/03/21 17b Notice To Attorneys and Parties .00
12/03/21 17c Findings of Fact .00
12/03/21 17n Entry Adopting Magistrate's Decision 5.00
12/03/21 cos Certificate of Service .00
12/03/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
EVANS, CARL (fidy)
12/03/21 15.9 Oath of Guardian .00
12/03/21 4.2 Fiduciary's Bond 1561000.00 .00
OH Casualty
12/03/21 poab Power of Attorney for Bonding Agency 1561000.00 10.00
-To: Tsangeos, Laura
(LAST NAME, FIRST NAME)
12/03/21 att Credabiltiy & Signature Pages .00
12/03/21 15c Application to Release Funds to guardian .00
12/03/21 15d Entry Authorizing Release of Funds 42763.79 5.00
UBS IRA 80111 / Inv acct 26706 100908.64
OH Deferred Comp 184116.04
Truist Acct 9505 399629.98
12/03/21 cc Certified Copy 1.00
12/03/21 Receipt 581731 86.70
12/06/21 dr Digital Record of Hearing ELC .00
12/03/2021 ZOOM
02/07/22 6k Notice to File Inventory 0093363 1.00
02/17/22 1ae Entry Increasing Bond 196000.00 5.00
Oh Casualty
02/17/22 4.2 Fiduciary's Bond 1757000.00 .00
SeibertKeck
02/17/22 bapm Bond Application for SeibertKeck Ins .00
FKA Palmer Miller Nelson
02/17/22 1ca Application for Attorney Fees 10.00
Jessica N Roshon
02/17/22 fs Fee Schedule .00
02/17/22 morf Magistrate's Order Regarding Fees 1422.37 .00
02/17/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/17/22 att Attachments .00
02/17/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
02/17/22 6.0 Inventory 1212785.90 7.00
02/17/22 Receipt 585211 38.00
02/18/22 Pay out made through bookkeeper # 0000071183 .00
ACCT #: 000000000209 9.00
03/07/22 l LETTER: cover 02/24/2022 .00
03/07/22 10j Consent to Power to Sell Real Estate 2.00
Lisa M Abrams & Kathleen M Anderson
03/09/22 3.a Application to Appoint Appraiser .00
03/09/22 3.ae Entry Appointing Appraiser 113 5.00
03/09/22 Receipt 586204 7.00
03/10/22 Pay out made through bookkeeper # 0000071381 .00
ACCT #: 000000000209 9.00
03/28/22 nc Notice of Change of Address of: .00
05/12/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/12/22 att Attachments .00
05/12/22 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
05/12/22 Receipt 589864 15.00
07/07/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/07/22 att Attachments .00
07/07/22 15bn Entry Authorizing Expenditure of Funds 675.00 5.00
(Non-Custodial)
07/07/22 Receipt 592424 15.00
08/23/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/23/22 15bn Entry Authorizing Expenditure of Funds 1500.00 5.00
(Non-Custodial)
08/23/22 Receipt 594763 15.00
09/08/22 1ae Entry Increasing Bond 488400.00 5.00
OH Casualty
09/08/22 4.2 Fiduciary's Bond 2245400.00 .00
OH Casualty
09/08/22 poa Power of Attorney .00
09/08/22 10j Consent to Power to Sell Real Estate 3.00
Carl Evans, Lisa M Abrams, &
Kathleen M Anderson
09/08/22 e Entry Regarding Bond & Closing Costs 488400.00 5.00
Consent to Power to Sell Real Estate-
Guardianship
09/08/22 rea Real Estate Appraisal .00
09/08/22 Receipt 595581 13.00
11/04/22 13k Notice to File Account 0093363 1.00
11/08/22 16k Notice to File 0093363 1.00
12/02/22 13n Application to Extend Time to File .00
Account
12/02/22 13o Entry Extending Time to File Account 02/06/2023 5.00
12/06/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/09/22 22n Guardian's Report 5.00
12/09/22 soe Statement of Expert Evaluation .00
12/09/22 l LETTER: .00
Taps, Sutton, Roshon
12/12/22 22ni Investigator Review of Guardian's Report .00
12/12/22 15c Application to Release Funds .00
12/12/22 15d Entry Authorizing Release of Funds 10505.00 5.00
1500.00
12/12/22 cc Certified Copy 1.00
12/12/22 Receipt 600263 18.00
12/13/22 Pay out made through bookkeeper # 0000074336 .00
ACCT #: 000000000209 2.00
12/20/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/20/22 15bn Entry Authorizing Expenditure of Funds 300.00 5.00
(Non-Custodial) 300.00
300.00
12/20/22 Receipt 600663 15.00
02/07/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
02/07/23 17.1e Entry Dispensing with the Filing of ELC 5.00
Subsequent Statements of Expert
Evaluation
02/07/23 1b Application to Reduce Bond 5.00
02/07/23 1be Entry to Reduce Bond 1986000.00 5.00
Liberty Mut.
02/07/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/07/23 att Attachment .00
02/07/23 15bn Entry Authorizing Expenditure of Funds 700.00 5.00
(Non-Custodial)
02/07/23 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC
02/07/23 fs Fee Schedule .00
02/07/23 morf Magistrate's Order Regarding Fees 3178.50 .00
02/07/23 1cd Application for Guardian of the Estate 10.00
Fees
Carl Evans
02/07/23 fs Fee Schedule .00
02/07/23 morf Magistrate's Order Regarding Fees 13630.37 .00
02/07/23 13a Fiduciary's Partial Account 01 22.00
02/07/23 13.1 Receipts and Disbursements .00
02/07/23 13.2 Assets Remaining in Fiduciary's Hands 1067457.14 .00
02/07/23 Receipt 602939 72.00
02/08/23 13e Entry Setting Hearing on Account .00
02/08/23 Pay out made through bookkeeper # 0000074870 .00
ACCT #: 000000000209 11.00
03/09/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/09/23 att Attachments .00
03/09/23 15bn Entry Authorizing Expenditure of Funds 959.50 5.00
(Non-Custodial)
03/09/23 Receipt 604409 15.00
03/21/23 13h Judgment Entry Approving Partial Account .00
07/06/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/06/23 att Attachment .00
07/06/23 15bn Entry Authorizing Expenditure of Funds 900.00 5.00
(Non-Custodial)
07/06/23 Receipt 610458 15.00
08/17/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/17/23 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/17/23 Receipt 612657 15.00
10/23/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/23/23 att Attachments .00
10/23/23 15bn Entry Authorizing Expenditure of Funds 4500.00/mnth 5.00
(Non-Custodial)
10/23/23 15c Application to Release Funds to Guardian .00
10/23/23 15d Entry Authorizing Release of Funds 4000.00 5.00
*$4,000.00 per month from Truist Acct.
#9505 to Chase Bank Acct. #0859
10/23/23 cc Certified Copy 1.00
10/23/23 Receipt 615853 21.00
10/24/23 Pay out made through bookkeeper # 0000077632 .00
ACCT #: 000000000209 4.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/14/23 16k Notice to File 0093363 1.00
12/21/23 22n Guardian's Report 5.00
12/21/23 l LETTER: .00
12/21/23 Receipt 618849 6.00
01/09/24 13k Notice to File Account 0093363 1.00
01/17/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/17/24 15bn Entry Authorizing Expenditure of Funds 700.00 5.00
(Non-Custodial)
01/17/24 Receipt 619967 15.00
01/22/24 22ni Investigator Review of Guardian's Report .00
02/23/24 l LETTER:Cover Letter. 02/14/2024 .00
02/23/24 1ae Entry Increasing Bond 44000.00 5.00
Liberty Mutu
al
02/23/24 4.2 Fiduciary's Bond 2030000.00 .00
The Ohio Cas
ualty Insura
nce. Co.
02/23/24 poa Power of Attorney The Ohio Cas .00
ualty Insura
nce. Co.
02/23/24 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC. 1643.50
151.00
02/23/24 1cc Consent to Attorney Fees 1643.50 .00
151.00
02/23/24 fs Fee Schedule .00
02/23/24 morf Magistrate's Order Regarding Fees 1643.50 .00
151.00
02/23/24 1cd Application for Fiduciary Fees 10.00
Carl Evans 7588.81
0.00
02/23/24 1cc Consent to Attorney Fees 7588.81 .00
0.00
02/23/24 fs Fee Schedule .00
02/23/24 morf Magistrate's Order Regarding Fees 7588.81 .00
0.00
02/23/24 13a Fiduciary's Partial Account 02 22.00
02/23/24 13.1 Receipts and Disbursements .00
02/23/24 13.2 Assets Remaining in Fiduciary's Hands 1085408.18 .00
02/23/24 ex Extra Pages 9.00
02/23/24 Receipt 621873 57.00
02/26/24 13e Entry Setting Hearing on Account .00
02/26/24 Pay out made through bookkeeper # 0000078693 .00
ACCT #: 000000000209 3.00
03/20/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/20/24 att Attachments .00
03/20/24 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
03/20/24 Receipt 623081 15.00
04/08/24 13h Judgment Entry Approving Partial Account .00
07/05/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/05/24 att Attachment .00
07/05/24 15bn Entry Authorizing Expenditure of Funds 162.50 5.00
(Non-Custodial)
07/05/24 Receipt 628476 15.00
07/09/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/09/24 15bn Entry Authorizing Expenditure of Funds 10000.00 5.00
(Non-Custodial)
07/09/24 Receipt 628612 15.00
10/29/24 l LETTER: .00
Taps Sutton & Roshon
10/29/24 50m Application to Terminate 10.00
10/29/24 50p Entry Terminating and Ordering Final 03/31/2025 5.00
Account
10/29/24 dc Death Certificate .00
Betty M Abrams aka Elizabeth Ann Abrams
aka Elizabeth M Abrams-Evans
10/31/24 Receipt 634509 10.00
11/25/24 16k Notice to File 0093363 1.00
03/21/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/31/25 dec Ward Deceased. .00
04/10/25 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC
04/10/25 1cc Consent to Attorney Fees .00
Carl Evans
04/10/25 fs Fee Schedule .00
04/10/25 morf Magistrate's Order Regarding Fees 2956.50 .00
04/10/25 1cd Application for Fiduciary Fees 10.00
Carl Evans
04/10/25 1cc Consent to Attorney Fees .00
Carl Evans
04/10/25 fs Fee Schedule .00
04/10/25 morf Magistrate's Order Regarding Fees 10324.34 .00
04/10/25 13.0 Fiduciary's Final Account 03 22.00
04/10/25 13.1 Receipts and Disbursements .00
04/10/25 ex Extra Pages 8.00
04/10/25 Receipt 642632 56.00
04/11/25 13e Entry Setting Hearing on Account .00
05/22/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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