Case Docket

Case Number: 616206  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SMALLEY, SHERMAN LOUIS, R
AKA :

Date Code Description Reference Receipt Cost
04/04/22 01 Case Number (Daily Reporter) 10.00
04/04/22 02 Forms 10.00
04/04/22 03 Docketing & Index 15.00
04/04/22 04 Computerized Legal Research 3.00
04/04/22 05 Computer Fee 10.00
04/04/22 07 Legal Aid Trust Fund 26.00
04/04/22 08 Dispute Resolution Fund 15.00
04/04/22 gi Guardianship Investigator's Expense 75.00
04/04/22 16 Special Projects Fund 15.00
04/04/22 cb COST BILL .00
04/04/22 17.0 Application for Appointment of Guardian 20.00
Cheryl L. Heinmiller
04/04/22 ge Entry Setting Hearing 05/16/2022 .00
09:00 A.M.
04/04/22 eb Exhibit A .00
Zoom invite
04/04/22 15.0 Next of Kin .00
04/04/22 15.2 Guardian - Fiduciary's Acceptance .00
04/04/22 15.3 Affidavit of Additional Information .00
04/04/22 15.4 Guardian's Credibility Application .00
04/04/22 16.1 Affidavit of Custody .00
04/04/22 17ca Change of Address Information for .00
Guardianships
04/04/22 fw BCI & I Fingerprint Waiver .00
04/04/22 psoe Proposed Statement of Expert Evaluation .00
04/04/22 15.8 Adult Guardianship Service Information .00
04/11/22 Receipt 588078 199.00
04/11/22 bcr Background Check Received .00
Cheryl Heinmiller
04/12/22 Pay out made through bookkeeper # 0000071708 .00
ACCT #: 000000000209 201.00
05/04/22 17.8 Investigator's Report .00
05/04/22 cos Certificate of Service Erik von 8.50
Frese
05/17/22 dr Digital Record of Hearing ELC .00
5/16/22 ZOOM
05/20/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/20/22 17d Magistrate's Decision Cook .00
Accordingly, Cheryl L. Heinmiller be
appointed guardian of the person and
estate for Sherman Louis Smalley, Jr.
05/20/22 ex Extra Pages .00
Bond $120,000.00
05/20/22 17b Notice To Attorneys and Parties .00
05/20/22 17c Findings of Fact .00
05/20/22 17n Entry Adopting Magistrate's Decision 5.00
05/20/22 cos Certificate of Service .00
05/26/22 igf Indigent Guardianship Fund 30.00
05/26/22 adl Additional Letters of Authority 1.00
05/26/22 cb COST BILL .00
05/26/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HEINMILLER, CHERYL L. (fidy)
05/26/22 15.9 Oath of Guardian .00
05/26/22 4.2 Fiduciary's Bond/RLI Surety 120000.00 .00
CBS
N Romanelli
05/26/22 bacb Bond Application for CBS Agency .00
05/26/22 att Attachments .00
05/31/22 Receipt 590588 49.50
06/01/22 Pay out made through bookkeeper # 0000072213 .00
ACCT #: 000000000209 4.50
06/30/22 l LETTER:Cover Letter. 06/09/2022 .00
06/30/22 nc Notice of Change of Address of: .00
Guardian Cheryl L. Heinmiller.
06/30/22 6.0 Inventory 89270.65 7.00
07/07/22 15c Application to Release Funds .00
07/07/22 15d Entry Authorizing Release of Funds 1000.00 5.00
Not to Exceed 30000.00
07/07/22 cc Certified Copy 1.00
07/07/22 Receipt 592421 13.00
07/08/22 Pay out made through bookkeeper # 0000072594 .00
ACCT #: 000000000209 5.00
08/31/22 app Application to Appoint Appraiser .00
08/31/22 mem Memorandum in Support .00
08/31/22 3.a Application to Appoint Appraiser .00
08/31/22 3.ae Entry Appointing Appraiser 103 5.00
09/01/22 Receipt 595319 5.00
09/27/22 vf ENTRY VACATING PRIOR ORDER/FIDUCIARY Mackey .00
Appinting Appraiser
09/27/22 3.a Application to Appoint Appraiser .00
09/27/22 3.ae Entry Appointing Appraiser 103 .00
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/13/22 1ae Entry Increasing Bond 90000.00 5.00
RLI Surety
12/13/22 mem Memorandum for Bond .00
12/13/22 4.2 Fiduciary's Bond 210000.00 .00
RLI Surety
12/13/22 bacb Bond Application for CBS Agency .00
12/13/22 poa Power of Attorney .00
RLI Insurance Company
12/13/22 15c Application to Release Funds to Guardian .00
12/13/22 15d Entry Authorizing Release of Funds to 78121.11 5.00
Guardian - $78,121.11
Sprinkler Industry Supplemental Pension
Fund, LO 4705
12/13/22 cc Certified Copy 1.00
12/13/22 Receipt 600293 11.00
12/14/22 Pay out made through bookkeeper # 0000074351 .00
ACCT #: 000000000209 4.00
01/23/23 misc Miscellaneous Filing .00
Real Estate Appraisal
01/23/23 dc Death Certificate .00
Sherman Louis Smalley Jr.
01/23/23 50m Application to Terminate 10.00
01/23/23 50p Entry Terminating and Ordering Final 02/28/2023 5.00
Account
01/24/23 Receipt 602131 10.00
02/03/23 Receipt 602769 5.00
02/23/23 l LETTER: .00
Form E-6.B for John Hancock, appraiser's
certificate, missing vouchers and court
cost
02/24/23 1cd Application for Fiduciary Fees 10.00
Cheryl Heinmiller
02/24/23 1cc Consent to Attorney Fees .00
Cheryl Heinmiller
02/24/23 fs Fee Schedule .00
02/24/23 morf Magistrate's Order Regarding Fees 2025.99 .00
02/24/23 1ca Application for Attorney Fees 10.00
Robert D Bergman
02/24/23 fs Fee Schedule 7.00
02/24/23 morf Magistrate's Order Regarding Fees 9622.75 .00
02/24/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/24/23 att Attachments 12.00
02/24/23 15bn Entry Authorizing Expenditure of Funds 1902.96 5.00
(Non-Custodial)
02/24/23 Receipt 603806 54.00
02/27/23 Pay out made through bookkeeper # 0000075043 .00
ACCT #: 000000000209 6.00
03/01/23 dec Ward Deceased. .00
03/06/23 6.b Report of Newly Discovered Assets 7.00
03/06/23 6.be Entry Approving Report of Newly 76673.10 5.00
Assets
03/06/23 13.0 Fiduciary's Final Account 01 22.00
03/06/23 13.1 Receipts and Disbursements .00
03/06/23 ex Extra Pages 4.00
03/06/23 Receipt 604147 38.00
03/07/23 Pay out made through bookkeeper # 0000075150 .00
ACCT #: 000000000209 14.00
03/07/23 13e Entry Setting Hearing on Account .00
04/17/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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