Case Docket

Case Number: 618966  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SHERIDAN, KAREN L.
AKA :

Date Code Description Reference Receipt Cost
08/11/22 01 Case Number (Daily Reporter) 10.00
08/11/22 02 Forms 10.00
08/11/22 03 Docketing & Index 15.00
08/11/22 04 Computerized Legal Research 3.00
08/11/22 05 Computer Fee 10.00
08/11/22 07 Legal Aid Trust Fund 26.00
08/11/22 08 Dispute Resolution Fund 15.00
08/11/22 gi Guardianship Investigator's Expense 75.00
08/11/22 16 Special Projects Fund 15.00
08/11/22 cb COST BILL .00
08/11/22 17.0 Application for Appointment of Guardian 20.00
Marilyn D. Sheridan
08/11/22 15.0 Next of Kin .00
08/11/22 15.1 Waiver of Notice .00
Marilyn Sheridan
08/11/22 15.2 Guardian - Fiduciary's Acceptance .00
08/11/22 15.3 Affidavit of Additional Information .00
08/11/22 15.4 Guardian's Credibility Application .00
08/11/22 16.1 Affidavit of Custody .00
08/11/22 17ca Change of Address Information for .00
Guardianships
08/11/22 psoe Statement of Expert Evaluation .00
08/11/22 15.8 Adult Guardianship Service Information .00
08/12/22 m Motion to Expedite Hearing .00
08/12/22 e Entry Expediting Hearing 08/26/2022 5.00
3:00 p.m.
08/12/22 eb Exhibit A .00
Zoom invite
08/12/22 Receipt 594279 204.00
08/19/22 17.8 Investigator's Report .00
08/19/22 cos Certificate of Service Kincaid,LSW 15.00
08/19/22 bcr Background Check Received .00
Marilyn D. Sheridan (BCI)
09/07/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/07/22 17d Magistrate's Decision Worthington .00
Accordingly, Marilyn should be appointed
Plenary guardian of the person and
estate for Karen L. Sheridan.
09/07/22 17b Notice To Attorneys and Parties .00
09/07/22 17c Findings of Fact .00
09/07/22 17n Entry Adopting Magistrate's Decision 5.00
09/07/22 cos Certificate of Service .00
09/09/22 igf Indigent Guardianship Fund 30.00
09/09/22 adl Additional Letters of Authority 2.00
09/09/22 cb COST BILL .00
09/09/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
SHERIDAN, MARILYN D. (fidy)
09/09/22 15.9 Oath of Guardian .00
09/09/22 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
N Romanelli
09/09/22 bacb Bond Application for CBS Agency .00
09/09/22 att Attachments .00
Creditbility and signature pages
09/12/22 Receipt 595700 57.00
09/13/22 Pay out made through bookkeeper # 0000073344 .00
ACCT #: 000000000209 8.00
10/19/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/03/22 1ae Entry Increasing Bond 85270.00 5.00
RLI
11/03/22 4.2 Fiduciary's Bond 125270.00 .00
RLI
11/03/22 bacb Bond Application for CBS Agency .00
11/03/22 15c Application to Release Funds to guardian .00
11/03/22 15d Entry Authorizing Release of Funds 332.80 5.00
5th Third Checking Acct 7832
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 11498.37 5.00
OH Health Care Fed Credit Union 303
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 682.96 5.00
Health Equity Sav Acct 2045
11/03/22 cc Certified Copy 1.00
11/03/22 6.0 Inventory 62634.53 7.00
11/03/22 cpi Confidential Personal Identifiers .00
11/03/22 Receipt 598464 30.00
11/18/22 6.b Report of Newly Discovered Assets 7.00
11/18/22 6.be Entry Approving Report of Newly 179921.57 5.00
Assets
11/18/22 1ae Entry Increasing Bond 360000.00 5.00
RLI
11/18/22 4.2 Fiduciary's Bond 485270.00 .00
RLI
11/18/22 poa Power of Attorney .00
11/18/22 bacb Bond Application for CBS Agency .00
11/18/22 15c Application to Release Funds to guardian .00
11/18/22 15d Entry Authorizing Release of Funds 179921.57 5.00
OH Health Retirement Plan
11/18/22 cc Certified Copy 1.00
11/18/22 Receipt 599133 23.00
11/21/22 Pay out made through bookkeeper # 0000074106 .00
ACCT #: 000000000209 3.00
04/14/23 nc Notice of Change of Address of: .00
Karen Sheridan
04/14/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/14/23 eb Exhibits 6.00
04/14/23 15bn Entry Authorizing Expenditure of Funds AAC 5.00
(Non-Custodial)
04/14/23 Receipt 606310 21.00
08/10/23 13k Notice to File Account 0061611 1.00
08/15/23 16k Notice to File 0061611 1.00
10/31/23 22n Guardian's Report 5.00
10/31/23 soe Statement of Expert Evaluation .00
10/31/23 l LETTER: .00
Kincaid, Randall, Craine
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/02/23 Receipt 616431 7.00
11/06/23 22ni Investigator Review of Guardian's Report .00
11/14/23 l LETTER: to Marilyn D. Sheridan .00
12/05/23 cpi Confidential Personal Identifiers .00
12/05/23 1b Application to Reduce Bond 5.00
12/05/23 1be Entry to Reduce Bond 316000.00 5.00
RLI
12/05/23 13a Fiduciary's Partial Account 01 22.00
12/05/23 13.1 Receipts and Disbursements .00
12/05/23 13.2 Assets Remaining in Fiduciary's Hands 106506.29 .00
12/05/23 Receipt 617898 32.00
12/06/23 13e Entry Setting Hearing on Account .00
12/18/23 1cd Application for Guardian of Estate Fees 10.00
S. Brewster Randall, II
12/18/23 fs Fee Schedule .00
12/18/23 morf Magistrate's Order Regarding Fees 4194.01 .00
12/18/23 Receipt 618597 10.00
01/04/24 1ca Application for Attorney Fees 10.00
S Brewster Randall II
01/04/24 1cc Consent to Attorney Fees .00
Marilyn Sheridan
01/04/24 fs Fee Schedule .00
01/04/24 morf Magistrate's Order Regarding Fees 6787.25 .00
01/04/24 Receipt 619324 10.00
01/16/24 13h Judgment Entry Approving Partial Account .00
01/16/24 l LETTER: .00
Marilyn D. SHeridan
02/22/24 soe Statement of Expert Evaluation .00
02/22/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
02/22/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
02/22/24 Receipt 621771 5.00
10/02/24 16k Notice to File 0061611 1.00
11/05/24 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
04/21/25 16m Citation to File sent to guar 5.00
04/22/25 vcos Certificate of Service for Virtual Mail .00
04/22/25 vcs Virtual Service Mail Sent 8.16
Marilyn D Sheridan 068378
04/22/25 vcs Virtual Service Mail Sent 8.16
S Brewster Randall II 068385
04/30/25 vcr Virtual Service Returned .00
F01 068378
04/30/25 vcr Virtual Service Returned .00
A0061611 068385
05/08/25 13m Citation to File Account sent to fidy 5.00
05/12/25 vcos Certificate of Service for Virtual Mail .00
05/12/25 vcs Virtual Service Mail Sent 8.16
Marilyn D Sheridan 071412
05/12/25 vcs Virtual Service Mail Sent 8.16
S Brewster Randall II 071729
05/20/25 l LETTER:Cover Letter. 05/16/2025. .00
05/20/25 1b Application to Reduce Bond 5.00
05/20/25 1be Entry to Reduce Bond 140000.00 5.00
RLI
05/20/25 cpi Confidential Personal Identifiers .00
05/20/25 13a Fiduciary's Partial Account 02 22.00
05/20/25 13.1 Receipts and Disbursements .00
05/20/25 13.2 Assets Remaining in Fiduciary's Hands 33280.49 .00
05/20/25 Receipt 644863 76.64
05/21/25 13e Entry Setting Hearing on Account .00
05/21/25 vcr Virtual Service Returned .00
F01 071712
05/21/25 vcr Virtual Service Returned .00
A0061611 071729
06/10/25 22n Guardian's Report 5.00
06/10/25 Receipt 646034 5.00
06/13/25 22ni Investigator Review of Guardian's Report .00
06/25/25 1cd Application for Fiduciary Fees 11.00
06/25/25 Receipt 646863 11.00
06/25/25 1ce Entry Approving Fiduciary Fees .00
06/25/25 1ca Application for Attorney Fees 12.00
06/25/25 morf Magistrate's Order Regarding Fees .00
06/25/25 Receipt 646865 12.00
06/25/25 1cb Entry Approving Attorney Fees .00
06/25/25 morf Magistrate's Order Regarding Fees .00
Application for Fiduciary Fee
06/25/25 Void Receipt 646865 12.00
06/25/25 Void Receipt 646863 11.00
06/26/25 Receipt 646966 23.00
07/02/25 13h Judgment Entry Approving Partial Account .00
04/21/26 13k Notice to File Account 0061611 1.00
05/12/26 16k Notice to File 0061611 1.00
BALANCE DUE 2.00
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