Case Docket

Case Number: 614358  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : TAYLOR, BETTY ALICE
AKA :


Date Code Description Reference Receipt Cost
01/10/22 01 Case Number (Daily Reporter) 10.00
01/10/22 02 Forms 10.00
01/10/22 03 Docketing & Index 15.00
01/10/22 04 Computerized Legal Research 3.00
01/10/22 05 Computer Fee 10.00
01/10/22 07 Legal Aid Trust Fund 26.00
01/10/22 08 Dispute Resolution Fund 15.00
01/10/22 gi Guardianship Investigator's Expense 75.00
01/10/22 16 Special Projects Fund 15.00
01/10/22 cb COST BILL .00
01/10/22 17.0 Application for Appointment of Guardian 20.00
David Houston Taylor
01/10/22 m Motion To Expedite Hearing .00
01/10/22 1e Entry Setting Hearing 01/18/2022 5.00
9:00 A.M.
01/10/22 eb Exhibit A .00
Zoom invite
01/10/22 15.0 Next of Kin .00
01/10/22 15.1 Waiver of Notice .00
Sarah Taylor
Jerimiah Taylor
01/10/22 15.1 Waiver of Notice .00
Daniel Taylor
Angela Taylor
Roman Taylor
01/10/22 15.2 Guardian - Fiduciary's Acceptance .00
01/10/22 16.1 Affidavit of Custody .00
01/10/22 17ca Change of Address Information for .00
Guardianships
01/10/22 15.3 Affidavit of Additional Information .00
01/10/22 15.4 Guardian's Credibility Application .00
01/10/22 psoe Statement of Expert Evaluation .00
01/10/22 15.8 Adult Guardianship Service Information .00
01/10/22 l LETTER: Cover .00
01/10/22 Receipt 583418 199.00
01/14/22 17.8 Investigator's Report .00
01/14/22 cos Certificate of Service Erik von 15.00
Frese
01/18/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/18/22 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
01/18/22 17d Magistrate's Decision Stone .00
David Houston Taylor be appointed
guardian of the person and estate of
Betty Alice Taylor. Bond is $681,000.00
01/18/22 17b Notice To Attorneys and Parties .00
01/18/22 17c Findings of Fact .00
01/18/22 17n Entry Adopting Magistrate's Decision 5.00
01/18/22 cos Certificate of Service .00
01/18/22 poa Power of Attorney .00
01/18/22 l LETTER: Court cost .00
01/19/22 dr Digital Record of Hearing TAS .00
01/18/2022 ZOOM
01/24/22 cb COST BILL .00
01/24/22 igf Indigent Guardianship Fund 30.00
01/24/22 adl Additional Letters of Authority 2.00
01/24/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
TAYLOR, DAVID HOUSTON (fidy)
01/24/22 15.9 Oath of Guardian .00
01/24/22 bcr Background Check Received .00
David Taylor
01/24/22 Receipt 583922 62.00
01/26/22 4.2 Fiduciary's Bond 681000.00 .00
Ohio Cas
01/26/22 poa Power of Attorney .00
Ohio Casualty Ins.
01/26/22 att Attachments .00
03/25/22 6k Notice to File Inventory 0093363 1.00
04/29/22 3.a Application to Appoint Appraiser .00
04/29/22 3.ae Entry Appointing Appraiser 66 5.00
04/29/22 6.0 Inventory 431849.44 7.00
04/29/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/29/22 att Attachments .00
04/29/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/29/22 15c Application to Release Funds .00
04/29/22 15d Entry Authorizing Release of Funds 5.00
04/29/22 cc Certified Copy 1.00
04/29/22 Receipt 589160 32.00
05/10/22 l LETTER: cover 05/05/2022 .00
05/10/22 9.7 Application to Transfer Motor Vehicle .00
05/10/22 9.8 Entry Approving Transfer of Motor 2019 5.00
Vehicle Lexus
05/10/22 cc Certified Copy 1.00
05/10/22 Receipt 589726 8.00
07/20/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/20/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
07/20/22 att Attachments .00
07/20/22 Receipt 593084 15.00
10/12/22 10j Consent to Power to Sell Real Estate 5.00
Daniel Taylor, Sarah Taylor, Jeremiah
Taylor, Roman Taylor, and Angela Taylor
10/12/22 e Entry for Bond 340000.00 5.00
10/12/22 1ae Entry Increasing Bond 340000.00 5.00
OH Casualty
10/12/22 4.2 Fiduciary's Bond 1021000.00 .00
OH Casualty
10/12/22 poa Power of Attorney .00
The Ohio Casualty Insurance Company
10/12/22 rea Real Estate Appraisal .00
4207 Plateau St., Columbus OH 43207
10/12/22 ref No Refund Issued: $1.00 or less 1.00
10/12/22 Receipt 597333 16.00
11/14/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/28/22 16k Notice to File 0093363 1.00
12/28/22 13k Notice to File Account 0093363 1.00
01/31/23 14.7 Application to Extend Time to File .00
Report
01/31/23 14.8 Entry Extending Time to File Report/ 05/01/2023 5.00
- Extending Hearing
03/23/23 13a Fiduciary's Partial Account 01 23.00
03/23/23 13.1 Receipts and Disbursements .00
03/23/23 13.2 Assets Remaining in Fiduciary's Hands 437617.55 .00
03/23/23 1cd Application for Fiduciary Fees 10.00
03/23/23 fs Fee Schedule .00
03/23/23 morf Magistrate's Order Regarding Fees 5161.90 .00
03/23/23 1ca Application for Attorney Fees 10.00
03/23/23 fs Fee Schedule .00
03/23/23 morf Magistrate's Order Regarding Fees 2907.50 .00
455.50
03/23/23 1b Application to Reduce Bond 5.00
03/23/23 1be Entry to Reduce Bond 976000.00 5.00
LibertyMutul
03/23/23 ag Agreement .00
03/23/23 rusm Regular U.S. Mail 1.75
03/23/23 l LETTER: .00
To Attorney For Court Costs Return
Ck # 618 $57.00
03/23/23 22n Guardian's Report 5.00
03/23/23 soe Statement of Expert Evaluation .00
03/23/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
03/23/23 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
03/24/23 13e Entry Setting Hearing on Account .00
03/31/23 Receipt 605586 71.75
03/31/23 22ni Investigator Review of Guardian's Report .00
04/03/23 22ni Investigator Review of Guardian's Report .00
04/05/23 22n Guardian's Report 5.00
04/05/23 soe Statement of Expert Evaluation .00
04/05/23 ref No Refund Issued: $1.00 or less 1.00
04/05/23 Receipt 605877 6.00
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
05/04/23 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
02/27/24 13k Notice to File Account 0093363 1.00
03/06/24 16k Notice to File 0093363 1.00
04/05/24 13a Fiduciary's Partial Account 02 22.00
04/05/24 13.1 Receipts and Disbursements .00
04/05/24 13.2 Assets Remaining in Fiduciary's Hands 390723.92 .00
04/05/24 ex Extra Pages 2.00
04/05/24 22n Guardian's Report 5.00
04/09/24 13e Entry Setting Hearing on Account .00
04/11/24 1cd Application for Guardian Fees 10.00
David Houston Taylor
04/11/24 1c Consent to Fees .00
David Houston Taylor
04/11/24 fs Fee Schedule .00
04/11/24 morf Magistrate's Order Regarding Fees 6023.55 .00
04/11/24 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC
04/11/24 1cc Consent to Attorney Fees .00
David Houston Taylor
04/11/24 fs Fee Schedule .00
04/11/24 morf Magistrate's Order Regarding Fees 1015.75 .00
04/11/24 1b Application to Reduce Bond 5.00
04/11/24 1be Entry to Reduce Bond 884000.00 5.00
OH Casualty
04/11/24 ref No Refund Issued: $1.00 or less 1.00
04/11/24 Receipt 624208 62.00
04/16/24 22ni Investigator Review of Guardian's Report .00
05/20/24 13h Judgment Entry Approving Partial Account .00
02/18/25 3.a Application to Appoint Appraiser .00
02/18/25 3.ae Entry Appointing Appraiser 187 5.00
02/18/25 10j Consent to Power to Sell Real Estate 2.00
Grant Taylor
Jessica Taylor
02/18/25 Receipt 639736 7.00
02/18/25 15.0 Next of Kin .00
02/18/25 dc Death Certificate .00
Daniel Erving Taylor II aka Daniel
Taylor
02/18/25 dc Death Certificate .00
Angela May Taylor
02/19/25 Pay out made through bookkeeper # 0000082008 .00
ACCT #: 000000000209 13.00
03/07/25 16k Notice to File 0093363 1.00
03/07/25 13k Notice to File Account 0093363 1.00
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/16/25 l LETTER:Cover Letter. 04/10/2025. .00
04/16/25 1ca Application for Attorney Fees 10.00
Taps Sutton & Roshon, LLC. 1273.00
64.00
04/16/25 1cc Consent to Attorney Fees 1273.00 .00
64.00
04/16/25 fs Fee Schedule .00
04/16/25 morf Magistrate's Order Regarding Fees 1273.00 .00
64.00
04/16/25 1cd Application for Fiduciary Fees 10.00
David Houston Taylor. 5965.78
0.00
04/16/25 1cc Consent to Attorney Fees 5965.78 .00
0.00
04/16/25 fs Fee Schedule .00
04/16/25 morf Magistrate's Order Regarding Fees 5965.78 .00
0.00
04/16/25 l LETTER:Account returned. Need to list .00
voucher numbers on account.
04/17/25 l LETTER:Need court costs. .00
04/17/25 Receipt 643011 22.00
04/18/25 Pay out made through bookkeeper # 0000082535 .00
ACCT #: 000000000209 24.00
04/18/25 22n Guardian's Report 5.00
04/18/25 ref No Refund Issued: $1.00 or less 1.00
04/18/25 Receipt 643094 6.00
04/29/25 13a Fiduciary's Partial Account 03 22.00
04/29/25 13.1 Receipts and Disbursements .00
04/29/25 13.2 Assets Remaining in Fiduciary's Hands 366873.85 .00
04/29/25 ex Extra Pages 1.00
04/29/25 22ni Investigator Review of Guardian's Report .00
04/30/25 13e Entry Setting Hearing on Account .00
04/30/25 Receipt 643629 23.00
06/10/25 13h Judgment Entry Approving Partial Account .00
09/30/25 50m Application to Terminate 10.00
09/30/25 50p Entry Terminating and Ordering Final 12/31/2025 5.00
Account
09/30/25 dc Death Certificate .00
Betty Alice Taylor
09/30/25 Receipt 652109 15.00
11/24/25 1cd Application for Fiduciary Fees of Estate 10.00
David Houston Taylor
11/24/25 fs Fee Schedule .00
11/24/25 morf Magistrate's Order Regarding Fid Fees DENIED .00
-see dec TAS
11/24/25 Receipt 655411 10.00
11/24/25 1ca Application for Attorney Fees 10.00
Jessica Roshon
11/24/25 fs Fee Schedule .00
11/24/25 1cb Entry Approving Attorney Fees Sunday .00
$1060.00
11/24/25 Receipt 655449 10.00
11/24/25 13.0 Fiduciary's Final Account 04 22.00
11/24/25 13.1 Receipts and Disbursements .00
11/24/25 Receipt 655453 22.00
11/25/25 13e Entry Setting Hearing on Account .00
01/07/26 13i Judgment Entry Approving Final Account .00
05/13/26 op Notice and Entry Re-Opening Case .00
(REACTIVATION ONLY)
BALANCE DUE .00
View Guardians
New Search
Probate Homepage