Case Docket

Case Number: 617723  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WILLIAMS, LORENZO B.
AKA :


Date Code Description Reference Receipt Cost
06/14/22 01 Case Number (Daily Reporter) 10.00
06/14/22 02 Forms 10.00
06/14/22 03 Docketing & Index 15.00
06/14/22 04 Computerized Legal Research 3.00
06/14/22 05 Computer Fee 10.00
06/14/22 07 Legal Aid Trust Fund 26.00
06/14/22 08 Dispute Resolution Fund 15.00
06/14/22 gi Guardianship Investigator's Expense 75.00
06/14/22 16 Special Projects Fund 15.00
06/14/22 cb COST BILL .00
06/14/22 17.0 Application for Appointment of Guardian 20.00
GSB
06/14/22 15.0 Next of Kin .00
06/14/22 15.1 Waiver of Notice .00
GSB
06/14/22 15.2 Guardian - Fiduciary's Acceptance .00
06/14/22 15.3 Affidavit of Additional Information .00
06/14/22 15.4 Guardian's Credibility Application .00
06/14/22 16.1 Affidavit of Custody .00
06/14/22 17ca Change of Address Information for .00
Guardianships
06/14/22 15.8 Adult Guardianship Service Information .00
06/14/22 psoe Statement of Expert Evaluation .00
06/15/22 m Motion To Expedite Hearing .00
06/15/22 e Entry 06/28/2022 5.00
3:00 P.M.
06/15/22 eb Exhibit A .00
Zoom invite
06/15/22 2y Notice of Hearing .00
06/15/22 cos Certificate of Service .00
06/15/22 vgcs Guardianship: Virtual Service Mail Sent 6.18
April Williams 460988
06/23/22 17.8 Investigator's Report .00
06/23/22 cos Certificate of Service Jennifer 8.50
Kincaid,LSW
06/28/22 vcr Virtual Service Returned .00
AW 460988
06/29/22 dr Digital Record of Hearing CLW .00
6/28/22 ZOOM
06/29/22 15.0 Next of Kin Amended .00
07/06/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/06/22 igf Indigent Guardianship Fund 30.00
07/06/22 adl Additional Letters of Authority 1.00
07/06/22 cb COST BILL .00
07/06/22 17d Magistrate's Decision Wambaugh .00
Accordingly, the GSB is appointed
guardian of the person only of Lorenzo
Williams. No bond is required.
07/06/22 17b Notice To Attorneys and Parties .00
07/06/22 17c Findings of Fact .00
07/06/22 17n Entry Adopting Magistrate's Decision 5.00
07/06/22 cos Certificate of Service .00
07/06/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
07/06/22 15.9 Oath of Guardian .00
07/27/22 02 Forms 10.00
07/27/22 03 Docketing & Index 15.00
07/27/22 04 Computerized Legal Research 3.00
07/27/22 05 Computer Fee 10.00
07/27/22 07 Legal Aid Trust Fund 26.00
07/27/22 08 Dispute Resolution Fund 15.00
07/27/22 16 Special Projects Fund 15.00
07/27/22 gi Guardianship Investigator's Expense 75.00
07/27/22 cb COST BILL .00
07/27/22 17.0 Application for Appointment of Guardian 20.00
Christopher Gasper (adding estate)
07/27/22 ge Entry Setting Hearing 09/12/2022 .00
2:00 P.M.
07/27/22 eb Exhibit A .00
Zoom invite
07/27/22 15.0 Next of Kin .00
07/27/22 15.1 Waiver of Notice .00
07/27/22 15.2 Guardian - Fiduciary's Acceptance .00
07/27/22 15.3 Affidavit of Additional Information .00
07/27/22 15.4 Guardian's Credibility Application .00
07/27/22 16.1 Affidavit of Custody .00
07/27/22 17ca Change of Address Information for .00
Guardianships
07/27/22 15.8 Adult Guardianship Service Information .00
07/27/22 2y Notice of Hearing .00
07/27/22 cos Certificate of Service .00
07/27/22 vgcs Guardianship: Virtual Service Mail Sent 6.18
April Williams 461503
07/29/22 Receipt 593517 199.18
08/17/22 nc Notice of Change of Address of: .00
Lorenzo B. Williams
08/31/22 17.8 Investigator's Report .00
08/31/22 cos Certificate of Service Kincaid 9.00
09/13/22 dr Digital Record of Hearing SNS .00
9/12/22 ZOOM
09/16/22 Receipt 595983 264.68
09/20/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/20/22 17d Magistrate's Decision Sugar .00
Accordingly, the GSB shall continue to
serve as guardian of the person only of
Lorenzo Williams.
09/20/22 ex Extra Pages .00
Christopher Gasper shall post bond in
the amount of $40,000.00, naming
Christopher Gasper as the guardian of
09/20/22 ex Extra Pages .00
guardian of the estate of Lorenzo
Williams.
09/20/22 17n Entry Adopting Magistrate's Decision 5.00
09/20/22 cos Certificate of Service .00
09/20/22 igf Indigent Guardianship Fund 30.00
09/20/22 adl Additional Letters of Authority 2.00
09/20/22 cb COST BILL .00
09/20/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
GASPER, CHRISTOPHER T. (fidy)
09/20/22 15.9 Oath of Guardian .00
09/20/22 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
N. Romanelli
09/20/22 bacb Bond Application for CBS Agency .00
09/20/22 att Attachments .00
Credibility and signature pages
09/20/22 Receipt 596160 42.00
11/04/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/28/22 1ae Entry Increasing Bond 35000.00 5.00
RLI
11/28/22 4.2 Fiduciary's Bond 75000.00 .00
RLI
11/28/22 poa Power of Attorney .00
11/28/22 bacb Bond Application for CBS Agency .00
11/28/22 15c Application to Release Funds to guardian .00
11/28/22 15d Entry Authorizing Release of Funds 35016.07 5.00
Fidelity Rollover IRA 7205
11/28/22 cc Certified Copy 1.00
11/28/22 Receipt 599495 6.00
12/12/22 6.0 Inventory 74216.07 7.00
GASPER, CHRISTOPHER T. (fidy)
12/12/22 Receipt 600181 12.00
01/06/23 6.b Report of Newly Discovered Assets 7.00
01/06/23 6.be Entry Approving Report of Newly 24794.65 5.00
Assets
01/06/23 1ae Entry Increasing Bond 60000.00 5.00
RLI
01/06/23 4.2 Fiduciary's Bond 135000.00 .00
RLI
01/06/23 poa Power of Attorney .00
01/06/23 bacb Bond Application for CBS Agency .00
01/06/23 15c Application to Release Funds to guardian .00
01/06/23 15d Entry Authorizing Release of Funds 24794.65 5.00
PNC Bank Accts 0381 / 9592
01/06/23 cc Certified Copy 1.00
01/06/23 Receipt 601408 23.00
02/08/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/08/23 att Attachments .00
02/08/23 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
02/08/23 Receipt 602976 15.00
02/15/23 1ca Application for Attorney Fees 10.00
Christopher Gasper
02/15/23 fs Fee Schedule 2.00
02/15/23 morf Magistrate's Order Regarding Fees 3264.21 .00
02/15/23 Receipt 603328 12.00
02/16/23 Pay out made through bookkeeper # 0000074952 .00
ACCT #: 000000000209 2.00
03/03/23 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
06/07/23 16k Notice to File 0020703 1.00
06/07/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/07/23 att Attachments .00
06/07/23 15bn Entry Authorizing Expenditure of Funds 8000.00/mnth 5.00
(Non-Custodial)
06/07/23 Receipt 609048 15.00
06/14/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/14/23 att Attachment .00
06/14/23 15bn Entry Authorizing Expenditure of Funds 40000.00 5.00
(Non-Custodial) 100.00/month
06/14/23 Receipt 609465 15.00
06/28/23 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
06/28/23 22p Annual Guardianship Plan .00
06/28/23 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
07/07/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/07/23 att Attachments .00
07/07/23 15bn Entry Authorizing Expenditure of Funds 3290.00 5.00
(Non-Custodial) 10.00
07/07/23 Receipt 610524 15.00
07/10/23 22ni Investigator Review of Guardian's Report .00
08/22/23 13k Notice to File Account 0092454 1.00
09/13/23 13a Fiduciary's Partial Account 01 22.00
GASPER, CHRISTOPHER T. (fidy)
09/13/23 13.1 Receipts and Disbursements .00
09/13/23 13.2 Assets Remaining in Fiduciary's Hands 66490.51 .00
09/13/23 Receipt 613957 29.00
09/14/23 13e Entry Setting Hearing on Account .00
09/27/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/27/23 15bn Entry Authorizing Expenditure of Funds 225.00 5.00
(Non-Custodial)
09/27/23 Receipt 614587 15.00
10/25/23 13h Judgment Entry Approving Partial Account .00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/21/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/21/23 att Attachments .00
11/21/23 15bn Entry Authorizing Expenditure of Funds 338.00 5.00
(Non-Custodial)
11/21/23 Receipt 617326 15.00
01/08/24 m Motion to Create Qualified Income Trust .00
01/08/24 eb Exhibit A .00
01/08/24 e Entry TAS 5.00
-The request to create a new Qualified
Income Trust for the ward is GRANTED.
01/08/24 Receipt 619496 5.00
01/19/24 1ca Application for Attorney Fees 10.00
Christopher Gasper
01/19/24 fs Fee Schedule 1.00
01/19/24 morf Magistrate's Order Regarding Fees 2369.78 .00
01/19/24 1cd Application for Fiduciary Fees of Estate 10.00
Christopher Gasper
01/19/24 fs Fee Schedule .00
01/19/24 morf Magistrate's Order Regarding Fees 2776.27 .00
01/19/24 1cd Application for Fiduciary Extraordinary 10.00
Fees
Christopher Gasper
01/19/24 fs Fee Schedule 3.00
01/19/24 morf Magistrate's Order Regarding Fees 335.48 .00
01/19/24 Receipt 620092 34.00
01/22/24 Pay out made through bookkeeper # 0000078391 .00
ACCT #: 000000000209 5.00
01/29/24 nc Notice of Change of Address of: .00
Lorenzo Williams
03/12/24 dc Death Certificate .00
Lorenzo Benjamin Williams Jr.
03/12/24 50m Application to Terminate 10.00
03/12/24 50n Entry Terminating and Dispensing with N 5.00
Final Account
FCGSB, BY DESIGNEE (fidy)
05/28/24 16ek eNotice to File Sent To fidy .00
07/02/24 1ca Application for Attorney Fees 10.00
Christopher Gasper
07/02/24 fs Fee Schedule .00
07/02/24 morf Magistrate's Order Regarding Fees 1842.25 .00
07/02/24 1cd Application for Fiduciary Fees 10.00
Christopher Gasper
07/02/24 fs Fee Schedule .00
07/02/24 morf Magistrate's Order Regarding Fees 1054.35 .00
07/02/24 Receipt 628404 35.00
07/03/24 Pay out made through bookkeeper # 0000079915 .00
ACCT #: 000000000209 4.00
07/15/24 dec Ward Deceased. .00
FCGSB, BY DESIGNEE (fidy)
08/05/24 13.0 Fiduciary's Final Account 02 22.00
GASPER, CHRISTOPHER T. (fidy)
08/05/24 13.1 Receipts and Disbursements .00
08/05/24 Receipt 630036 22.00
08/06/24 13e Entry Setting Hearing on Account .00
09/16/24 13i Judgment Entry Approving Final Account .00
09/16/24 99 Case Closed .00
BALANCE DUE .00
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