Case Docket

Case Number: 613590  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: EO  ESTATE ONLY
Name : FERBER, PHYLLIS J.
AKA :


Date Code Description Reference Receipt Cost
11/29/21 01 Case Number (Daily Reporter) 10.00
11/29/21 02 Forms 10.00
11/29/21 03 Docketing & Index 15.00
11/29/21 04 Computerized Legal Research 3.00
11/29/21 05 Computer Fee 10.00
11/29/21 07 Legal Aid Trust Fund 26.00
11/29/21 08 Dispute Resolution Fund 15.00
11/29/21 gi Guardianship Investigator's Expense 75.00
11/29/21 16 Special Projects Fund 15.00
11/29/21 cb COST BILL .00
11/29/21 17.0 Application for Appointment of Guardian 20.00
GSB
11/29/21 m Motion To Expedite Hearing .00
11/29/21 e Entry 12/7/2021 5.00
3:00 P.M.
11/29/21 eb Exhibit A .00
Zoom invite
11/29/21 15.0 Next of Kin .00
11/29/21 15.1 Waiver of Notice .00
GSB
11/29/21 15.2 Guardian - Fiduciary's Acceptance .00
11/29/21 15.3 Affidavit of Additional Information .00
11/29/21 15.4 Guardian's Credibility Application .00
11/29/21 16.1 Affidavit of Custody .00
11/29/21 17ca Change of Address Information for .00
Guardianships
11/29/21 psoe Statement of Expert Evaluation .00
11/29/21 15.8 Adult Guardianship Service Information .00
11/29/21 02 Forms 10.00
12/03/21 mo Magistrate's Order Duffy 5.00
12/03/21 eac Entry Appointing Counsel 0062224 5.00
Wade Harrison, ESQ
12/06/21 17.8 Investigator's Report .00
12/06/21 cos Certificate of Service Erik von 21.00
Frese
12/07/21 aos Affidavit of Service Ethan .00
Terri Shurgin Landau
12/08/21 l LETTER: From Walker Novack Legal Group .00
12/08/21 noa Notice of Appearance of Counsel .00
- Attorney for Terri Shurgin
Colin R. Beach 0080210
12/08/21 cos Certificate of Service .00
12/08/21 1da Application for Continuance of Hearing .00
12/08/21 1de Entry Continuing Hearing 01/14/2022 5.00
9:00 A.M.
12/08/21 eb Exhibit A .00
Zoom invite
12/08/21 cos Certificate of Service .00
Jack Kullman Phyllis Ferber
Collin Beach, ESQ Wade Harrison,ESQ
Next of Kin
12/08/21 dr Digital Record of Hearing MCD .00
12/07/2021 ZOOM
12/08/21 m Motion of Phyllis J. Ferber to consider .00
Less Retrictive Alternatives to
Guardianship
12/08/21 misc Miscellaneous Filing Exhibit A .00
Living Will and Health Care Proxy
12/08/21 poa Power of Attorney New York Statutory Exhibit B .00
Short Form
12/08/21 eb Exhibit C .00
Power of Attorney New York Statutory
Gifts Rider Authorization for Certain
Gift Transactions
12/08/21 eb Exhibit D .00
Power of Attorney Delegation of
Limited Authority
12/08/21 eb Exhibit E .00
Last Will and Testament of Phyllis J.
Ferber
12/14/21 rmr Regular Mail Returned/Not Complete .00
Rebecca Shurgin
01/07/22 cb COST BILL Terri Shurgin App .00
01/07/22 17.0 Application for Appointment of Guardian 20.00
01/07/22 15.0 Next of Kin .00
01/07/22 15.1 Waiver of Notice .00
Rachel Shurgin
01/07/22 15.1 Waiver of Notice .00
Rebecca Shurgin
01/07/22 15.1 Waiver of Notice .00
Jessica Shirgin
01/07/22 15.2 Guardian - Fiduciary's Acceptance .00
01/07/22 15.3 Affidavit of Additional Information .00
01/07/22 15.4 Guardian's Credibility Application .00
01/07/22 15.8 Adult Guardianship Service Information .00
01/07/22 16.1 Affidavit of Custody .00
01/07/22 17ca Change of Address Information for .00
Guardianships
01/07/22 mem Memorandum in Support .00
01/07/22 cos Certificate of Service .00
01/07/22 eb Exhibit B .00
01/07/22 eb Exhibit B .00
01/07/22 eb Exhibit c .00
01/07/22 eb Exhibit D .00
01/07/22 eb Exhibit E .00
01/07/22 eb Exhibit F .00
01/07/22 bcr Background Check Received .00
Terri Shurgin
01/07/22 02 Forms 10.00
01/07/22 03 Docketing & Index 15.00
01/07/22 04 Computerized Legal Research 3.00
01/07/22 05 Computer Fee 10.00
01/07/22 08 Dispute Resolution Fund 15.00
01/07/22 ex Extra Pages 30.00
01/07/22 16 Special Projects Fund 15.00
01/07/22 Receipt 583365 118.00
01/10/22 Pay out made through bookkeeper # 0000070844 .00
ACCT #: 000000000209 106.00
01/14/22 1da Application for Continuance of Hearing .00
01/14/22 cos Certificate of Service .00
01/14/22 1de Entry Continuing Hearing 02/14/2022 5.00
10:00 AM
01/14/22 eb Exhibit A .00
01/14/22 cos Certificate of Service .00
02/15/22 dr Digital Record of Hearing MCD .00
2/14/22 ZOOM
02/16/22 m Motion .00
For Separtation Of Non-Party Witnesses
02/16/22 cos Certificate of Service .00
02/16/22 1da Application for Continuance of Hearing .00
02/16/22 1de Entry Continuing Hearing 02/24/2022 5.00
9:00 AM
02/16/22 eb Exhibit - ZOOM .00
02/16/22 cos Certificate of Service .00
02/17/22 1.4 Subpoena (Bailiff to Serve) .00 .00
Tracy Linhart II Rec # 588980
02/17/22 ros Subpoena Return of Service .00
Jack Kullman Jr Served-Phillis Ferber
and Wade Harrison by Electronic
Transmission
02/17/22 ros Subpoena Return of Service .00
Jack Kullman Jr Served-Terri Shurgin and
Erick Brunckhorst by Electronic
Transmission
02/17/22 ros Subpoena Return of Service .00
David Overfield Served-Tracy Linhart II
02/22/22 ros Return of Service .00
Marilyn M. Witkin personally served
02/22/22 eb Exhibit J .00
02/22/22 eb Exhibit k .00
02/22/22 eb Exhibit L .00
02/25/22 dr Digital Record of Hearing MCD .00
2/24/22 ZOOM
03/01/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/01/22 sc Substitution of Counsel 0090590 .00
Erik Brunckhorst
03/01/22 cos Certificate of Service .00
Jack R. Kullman, Jr.
Wade Harrison
04/22/22 17d Magistrate's Decision Duffy .00
Accordingly, Scott P. Bellinger be
appointed guardian of the estate of
Phyllis J. Ferber. Bond $620,000
04/22/22 ex Extra Pages .00
and shall be adjusted upon filing of the
inventory.
04/22/22 17b Notice To Attorneys and Parties .00
04/22/22 17c Findings of Fact .00
04/22/22 17n Entry Adopting Magistrate's Decision Mackey 5.00
Interim Order adopting Magistrate's
Decision
04/22/22 cos Certificate of Service .00
04/27/22 1ca Application for Attorney Fees 10.00
Wade E Harrison
04/27/22 fs Fee Schedule .00
04/27/22 Receipt 588980 10.00
05/03/22 1ca Application for Attorney Fees .00
Wade E Harrison
05/03/22 fs Fee Schedule .00
05/03/22 morf Magistrate's Order Regarding Fees 3863.75 .00
05/06/22 m18ob Objections to Magistrate's Decision .00
05/06/22 ex Extra Pages 4.00
05/06/22 cos Certificate of Service .00
05/09/22 Receipt 589638 4.00
05/18/22 cos Certificate of Service .00
05/19/22 mo Magistrate's Order Extension of Interim Mackey 5.00
order adopting decision
05/19/22 cos Certificate of Service .00
06/03/22 l LETTER: Cover .00
06/03/22 misc Miscellaneous Filing .00
Transcription
06/06/22 cc Certified Copy 340.00
06/06/22 Receipt 590899 340.00
06/24/22 17d Magistrate's Decision/Extension of Judge Mackey .00
Interim Order adopting decision
06/24/22 cos Certificate of Service .00
07/08/22 02 Forms 10.00
07/08/22 03 Docketing & Index 15.00
07/08/22 04 Computerized Legal Research 3.00
07/08/22 05 Computer Fee 10.00
07/08/22 07 Legal Aid Trust Fund 26.00
07/08/22 08 Dispute Resolution Fund 15.00
07/08/22 16 Special Projects Fund 15.00
07/08/22 cb COST BILL .00
07/08/22 17.0 Application for Appointment of Guardian 20.00
Scott P. Bellinger (3rd applicant)
07/08/22 15.0 Next of Kin .00
07/08/22 15.3 Affidavit of Additional Information .00
07/08/22 15.4 Guardian's Credibility Application .00
07/08/22 16.1 Affidavit of Custody .00
07/08/22 psoe Statement of Expert Evaluation .00
07/08/22 l LETTER: cover .00
07/11/22 Receipt 592546 384.00
07/12/22 Pay out made through bookkeeper # 0000072616 .00
ACCT #: 000000000209 1.00
07/13/22 15.5 Entry Appointing Guardian, Letter of .00
Authority
BELLINGER, SCOTT P. (fidy)
07/13/22 4.2 Fiduciary's Bond 620000.00 .00
OH CASUALTY
07/13/22 poab Power of Attorney for Bonding Agency .00
-To:
(Allen, Debbie)
07/13/22 att Attachments .00
Credibitlity and signature
07/13/22 15.9 Oath of Guardian .00
07/14/22 misc Extension of Interim Order Adopting Judge .00
Magistrate's Decision. Mackey
07/14/22 cos Certificate of Service .00
08/16/22 ej Extension of Interim Order Adopting 09/07/2022 5.00
Magistrate's Decision 3:00 PM
08/16/22 cos Certificate of Service .00
09/13/22 mo Extension of Interim Order Adopting Judge Mackey 5.00
Magistrate's Decision
09/13/22 cos Certificate of Service .00
09/15/22 6ek eNotice to File Inventory 0058622 .00
09/23/22 m Motion to set Aside Magistrate's Interim .00
Order Dated 09/13/2022
09/23/22 mem Memorandum in Support .00
09/23/22 cos Certificate of Service .00
09/23/22 401 Affidavits of Terri Shurgin & .00
Tracy Linhart
10/06/22 17n Judgment Entry Overulling Objections & Mackey 5.00
Adopting Magistrate's Decision
-see dec
10/06/22 cos Certificate of Service .00
10/12/22 50k Application to Amend Letters of .00
Authority
10/12/22 50l Entry Amending Letters of Authority 5.00
10/12/22 al Amended Letters of Authority .00
12/06/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/20/22 misc Guardian's Report & Recommendations .00
12/20/22 cos Certificate of Service .00
01/27/23 l LETTER:Cover Letter. 01/25/2023 .00
01/27/23 6.0 Inventory 15000.00 7.00
02/13/23 50est Application to Terminate Estate .00
02/13/23 50p Entry Terminating and Ordering Final 02/10/2023 5.00
Account
02/13/23 mo Magistrate's Order 5.00
02/13/23 1ca Application for Attorney Fees 10.00
Scott P. Bellinger. 9387.50
545.00
02/13/23 fs Fee Schedule .00
02/13/23 morf Magistrate's Order Regarding Fees 9387.50 .00
545.00
02/13/23 13.0 Fiduciary's Final Account 01 22.00
02/13/23 13.1 Receipts and Disbursements .00
02/13/23 Receipt 603208 59.00
02/14/23 13e Entry Setting Hearing on Account .00
02/21/23 Receipt 603593 10.00
03/28/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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