Case Docket

Case Number: 618711  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : RILEY, MARIAN
AKA :


Date Code Description Reference Receipt Cost
08/01/22 01 Case Number (Daily Reporter) 10.00
08/01/22 02 Forms 10.00
08/01/22 03 Docketing & Index 15.00
08/01/22 04 Computerized Legal Research 3.00
08/01/22 05 Computer Fee 10.00
08/01/22 07 Legal Aid Trust Fund 26.00
08/01/22 08 Dispute Resolution Fund 15.00
08/01/22 gi Guardianship Investigator's Expense 75.00
08/01/22 16 Special Projects Fund 15.00
08/01/22 cb COST BILL .00
08/01/22 17.0 Application for Appointment of Guardian 20.00
S. Brewstr Randall, II
08/01/22 ge Entry Setting Hearing 09/13/2022 .00
11:00 A.M.
08/01/22 eb Exhibit A .00
Zoom invite
08/01/22 15.0 Next of Kin .00
08/01/22 15.1 Waiver of Notice .00
Robert L. Riley
08/01/22 15.2 Guardian - Fiduciary's Acceptance .00
08/01/22 15.3 Affidavit of Additional Information .00
08/01/22 15.4 Guardian's Credibility Application .00
08/01/22 16.1 Affidavit of Custody .00
08/01/22 17ca Change of Address Information for .00
Guardianships
08/01/22 psoe Statement of Expert Evaluation .00
08/01/22 misc Miscellaneous Filing .00
Progress Note
08/01/22 l LETTER: cover .00
08/01/22 15.8 Adult Guardianship Service Information .00
08/02/22 Receipt 593689 199.00
08/03/22 Pay out made through bookkeeper # 0000072901 .00
ACCT #: 000000000209 5.00
09/06/22 17.8 Investigator's Report .00
09/06/22 cos Certificate of Service Kincaid 18.00
09/14/22 dr Digital Record of Hearing CLW .00
9/13/22 ZOOM
09/20/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/20/22 17d Magistrate's Decision Wambaugh .00
Accordingly, Brewster Randall, II is
appointed guardian of the person and
estate of Marian Riley. Bond $356,000.00
09/20/22 17b Notice To Attorneys and Parties .00
09/20/22 17c Findings of Fact .00
09/20/22 17n Entry Adopting Magistrate's Decision 5.00
09/20/22 cos Certificate of Service .00
09/22/22 igf Indigent Guardianship Fund 30.00
09/22/22 adl Additional Letters of Authority 2.00
09/22/22 cb COST BILL .00
09/22/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
RANDALL, S. BREWSTER, II (fidy)
09/22/22 15.9 Oath of Guardian .00
09/22/22 4.2 Fiduciary's Bond/RLI Surety 1356000.00 .00
CBS
N Romanelli
09/22/22 bacb Bond Application for CBS Agency .00
09/22/22 att Attachments .00
Signatures and credibilty
09/23/22 Receipt 596387 60.00
09/26/22 Pay out made through bookkeeper # 0000073460 .00
ACCT #: 000000000209 5.00
10/21/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/03/22 cc Certified Copy 10.00
11/03/22 Receipt 598517 10.00
11/03/22 1b Application to Reduce Bond 5.00
11/03/22 1be Entry to Reduce Bond 485497.00 5.00
RLI
11/03/22 15c Application to Release Funds to guardian .00
11/03/22 15d Entry Authorizing Release of Funds 17837.66 5.00
Federal Thrift Savings Plan 4161
11/03/22 cc Certified Copy 1.00
11/03/22 15c Application to Release Funds to guardian .00
11/03/22 15d Entry Authorizing Release of Funds 7351.00 5.00
US Bank Checking Acct 2833
11/03/22 cc Certified Copy 1.00
11/03/22 15c Application to Release Funds to guardian .00
11/03/22 15d Entry Authorizing Release of Funds 83636.45 5.00
Fortitude RE Xtra Credit 1366 / IRA 9097 45096.26
Fortitude RE IRA 9113 32041.00
11/03/22 6.0 Inventory 242748.57 7.00
11/03/22 cpi Confidential Personal Identifiers .00
11/03/22 cc Certified Copy 1.00
11/03/22 Receipt 598519 35.00
11/09/22 cc Certified Copy 6.00
12/29/22 Receipt 601016 6.00
12/29/22 Receipt 601017 .00
12/29/22 Void Receipt 601017 .00
12/29/22 Receipt 601021 .00
12/29/22 Void Receipt 601021 .00
02/21/23 cc Certified Copy 1.00
02/21/23 Receipt 603550 1.00
02/28/23 6.b Report of Newly Discovered Assets 7.00
02/28/23 6.be Entry Approving Report of Newly 4050.00 5.00
Assets
02/28/23 cpi Confidential Personal Identifiers .00
02/28/23 15c Application to Release Funds to Guardian .00
02/28/23 15d Entry Authorizing Release of Funds 4050.00 5.00
Beacon Financial 1744
02/28/23 l LETTER: to S Brewster Randall .00
from Lindsay E Webster
02/28/23 Receipt 603991 17.00
03/01/23 Pay out made through bookkeeper # 0000075107 .00
ACCT #: 000000000209 16.00
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 TAS 5.00
(Non-Custodial)
03/09/23 Receipt 604402 15.00
04/12/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/12/23 att Attachments .00
04/12/23 15bn Entry Authorizing Expenditure of Funds 8000.00/mnth 5.00
(Non-Custodial)
04/12/23 Receipt 606176 15.00
05/04/23 15c Application to Release Funds to Guardian .00
05/04/23 15d Entry Authorizing Release of Funds 5.00
-From KBS REIT Acct. # 3796 2790.00
05/04/23 cc Certified Copy 1.00
05/04/23 15c Application to Release Funds to Guardian .00
05/04/23 15d Entry Authorizing Release of Funds 5.00
-From Fortitude RE Advanced Series XTra 34538.23
Credit SIX Acct. # 0243
05/04/23 cc Certified Copy 1.00
05/04/23 6.b Report of Newly Discovered Assets 7.00
05/04/23 6.be Entry Approving Report of Newly 115400.69 5.00
Assets
05/04/23 15c Application to Release Funds to Guardian .00
05/04/23 15d Entry Authorizing Release of Funds 5.00
-From TD Ameritrade Roth IRA Acct.# 5561 78072.46
05/04/23 cc Certified Copy 1.00
05/04/23 cpi Confidential Personal Identifiers .00
05/04/23 1ae Entry Increasing Bond 231503.00 5.00
RLI Surety
05/04/23 4.2 Fiduciary's Bond 717000.00 .00
RLI Surety
05/04/23 bacb Bond Application for CBS Agency .00
05/04/23 poa Power of Attorney .00
RLI Insurance Company
05/04/23 Receipt 607380 35.00
05/04/23 15c Application to Release Funds to Guardian .00
05/04/23 15d Entry Authorizing Release of Funds to 78072.46 .00
Guardian
-From Roth IRA Acct. # 5561 to Robert
Riley
05/10/23 cc Certified Copy 5.00
05/10/23 Receipt 607707 5.00
05/11/23 1ae Entry Increasing Bond 153000.00 5.00
RLI
05/11/23 4.2 Fiduciary's Bond 870000.00 .00
RLI
05/11/23 poa Power of Attorney .00
05/11/23 bacb Bond Application for CBS Agency .00
05/11/23 6.b Report of Newly Discovered Assets 7.00
05/11/23 6.be Entry Approving Report of Newly 76462.04 5.00
Assets
05/11/23 Receipt 607786 17.00
06/12/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/12/23 att Attachments .00
06/12/23 15bn Entry Authorizing Expenditure of Funds 886.35 5.00
(Non-Custodial)
06/12/23 Receipt 609277 15.00
08/23/23 16k Notice to File 0061611 1.00
08/23/23 13k Notice to File Account 0061611 1.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/09/23 soe Statement of Expert Evaluation .00
01/19/24 16m Citation to File 0061611 guar 5.00
01/19/24 vcos Certificate of Service for Virtual Mail .00
01/19/24 vcs Virtual Service Mail Sent 7.21
S Brewster Randall II 532425
01/19/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/19/24 att Attachments .00
01/19/24 15bn Entry Authorizing Expenditure of Funds 758.13 5.00
(Non-Custodial)
01/19/24 Receipt 620093 17.00
01/22/24 6.b Report of Newly Discovered Assets 7.00
01/22/24 6.be Entry Approving Report of Newly 166561.15 5.00
Assets
01/22/24 1ae Entry Increasing Bond 334000.00 5.00
RLI Surety
01/22/24 4.2 Fiduciary's Bond 1204000.00 .00
RLI Surety
01/22/24 bacb Bond Application for CBS Agency .00
01/22/24 poa Power of Attorney .00
RLI Insurance Company
01/25/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/25/24 att Attachments .00
01/25/24 15bn Entry Authorizing Expenditure of Funds 36.00 5.00
(Non-Custodial) 3696.00
500.00
01/25/24 Receipt 620327 44.21
01/30/24 vcr Virtual Service Returned .00
SBR 532425
01/31/24 22n Guardian's Report 5.00
01/31/24 22p Annual Guardianship Plan .00
01/31/24 soe Statement of Expert Evaluation .00
01/31/24 l LETTER: .00
01/31/24 Receipt 620616 5.00
02/01/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
02/01/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
02/01/24 Pay out made through bookkeeper # 0000078509 .00
ACCT #: 000000000209 7.21
02/06/24 22ni Investigator Review of Guardian's Report .00
03/07/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/07/24 att Attachments 4.00
03/07/24 15bn Entry Authorizing Expenditure of Funds 1029.52 5.00
(Non-Custodial)
03/07/24 Receipt 622516 20.00
04/04/24 13m Citation to File Account 0061611 fidy 5.00
04/05/24 vcos Certificate of Service for Virtual Mail .00
04/05/24 vcs Virtual Service Mail Sent 7.40
S Brewster Randall II 555738
04/16/24 vcr Virtual Service Returned .00
SBR 555738
04/24/24 1ae Entry Increasing Bond 106000.00 5.00
RLI
04/24/24 4.2 Fiduciary's Bond 1310000.00 .00
RLI
04/24/24 poa Power of Attorney .00
04/24/24 bacb Bond Application for CBS Agency .00
04/24/24 13a Fiduciary's Partial Account 01 22.00
04/24/24 13.1 Receipts and Disbursements .00
04/24/24 13.2 Assets Remaining in Fiduciary's Hands 608956.15 .00
04/24/24 cpi Confidential Personal Identifiers .00
04/24/24 Receipt 624929 43.40
04/25/24 13e Entry Setting Hearing on Account .00
05/03/24 1ca Application for Attorney Fees 10.00
S. Brewster Randall, II, Esq.
05/03/24 fs Fee Schedule .00
05/03/24 ex Extra Pages 15.00
05/03/24 morf Magistrate's Order Regarding Fees 15479.25 .00
383.19
05/03/24 1cd Application for Guardian Fees 10.00
S. Brewster Randall, II, Esq.
05/03/24 fs Fee Schedule .00
05/03/24 morf Magistrate's Order Regarding Fees 5795.49 .00
05/03/24 Receipt 625419 20.00
05/09/24 Receipt 625714 15.00
06/05/24 13h Judgment Entry Approving Partial Account .00
07/30/24 l LETTER: cover 07/25/24 .00
07/30/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/30/24 att Attachments .00
07/30/24 15bn Entry Authorizing Expenditure of Funds 540.00 5.00
(Non-Custodial) 1806.00
10958.00
08/01/24 Receipt 629849 15.00
08/09/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/09/24 att Attachments .00
08/09/24 15bn Entry Authorizing Expenditure of Funds 37.10 5.00
(Non-Custodial) 224.13
08/09/24 Receipt 630289 15.00
11/07/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/07/24 15bn Entry Authorizing Expenditure of Funds 1200.00/year 5.00
(Non-Custodial)
11/07/24 Receipt 634911 15.00
12/31/24 16k Notice to File 0061611 1.00
03/25/25 13k Notice to File Account 0061611 1.00
03/28/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/17/25 16m Citation to File 0061611 guar 5.00
07/18/25 vcos Certificate of Service for Virtual Mail .00
07/18/25 vcs Virtual Service Mail Sent 8.86
S Brewster Randall II 082091
07/31/25 vcr Virtual Service Returned .00
F01 082091
08/07/25 22n Guardian's Report 5.00
08/07/25 Receipt 649147 20.86
08/11/25 22ni Investigator Review of Guardian's Report .00
10/09/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/09/25 att Attachments .00
10/09/25 15bn Entry Authorizing Expenditure of Funds 1336.00 5.00
(Non-Custodial) JAA
10/09/25 Receipt 652698 15.00
10/27/25 6.b Report of Newly Discovered Assets 7.00
10/27/25 6.be Entry Approving Report of Newly 391213.70 5.00
Assets MKB
10/27/25 4.2B Copy of Bond Documents .00
10/27/25 poa Power of Attorney RLI .00
10/27/25 13a Fiduciary's Partial Account 02 22.00
10/27/25 13.1 Receipts and Disbursements .00
10/27/25 13.2 Assets Remaining in Fiduciary's Hands 1062020.27 .00
10/27/25 cpi Confidential Personal Identifiers .00
10/27/25 4.2 Entry Approving Fiduciary's Bond 2299000.00 5.00
RLI
MKB
10/27/25 Receipt 653712 39.00
10/28/25 13e Entry Setting Hearing on Account .00
12/08/25 13h Judgment Entry Approving Partial Account .00
12/17/25 1ca Application for Attorney Fees 10.00
S Brewster Randall II
12/17/25 fs Fee Schedule 3.00
12/17/25 morf Magistrate's Order Regarding Atty Fees 6903.35 .00
JAA
12/17/25 1cd Application for Fiduciary Fees 10.00
S Brewster Randall II
12/17/25 fs Fee Schedule .00
12/17/25 morf Magistrate's Order Regarding Guard Fees 8480.65 .00
JAA
12/17/25 Receipt 656734 23.00
12/19/25 rcloa Request for LOA Certified Copies .00
12/19/25 cc Certified Copy 1.00
12/19/25 cc Certified Copy 1.00
12/19/25 Receipt 656879 2.00
04/08/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/08/26 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
04/08/26 Receipt 663131 15.00
05/06/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/06/26 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/06/26 Receipt 664975 15.00
05/06/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/06/26 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
05/06/26 Receipt 664976 15.00
07/07/26 16k Notice to File 0061611 1.00
07/30/26 22n Guardian's Report 5.00
07/30/26 Receipt 670092 6.00
08/03/26 22ni Investigator Review of Guardian's Report .00
08/06/26 4.2B Copy of Bond Documents .00
08/06/26 poa Power of Attorney RLI .00
08/06/26 4.2 Entry Approving Fiduciary's Bond 2419000.00 5.00
RLI
08/06/26 13a Fiduciary's Partial Account 03 22.00
08/06/26 13.1 Receipts and Disbursements .00
08/06/26 13.2 Assets Remaining in Fiduciary's Hands 1136861.98 .00
08/06/26 cpi Confidential Personal Identifiers .00
08/06/26 Receipt 670533 27.00
BALANCE DUE .00
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