Case Docket

Case Number: 620451  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WILCOX, NANCY LOUISE
AKA :

Date Code Description Reference Receipt Cost
10/26/22 01 Case Number (Daily Reporter) 10.00
10/26/22 02 Forms 10.00
10/26/22 03 Docketing & Index 15.00
10/26/22 04 Computerized Legal Research 3.00
10/26/22 05 Computer Fee 10.00
10/26/22 07 Legal Aid Trust Fund 26.00
10/26/22 08 Dispute Resolution Fund 15.00
10/26/22 gi Guardianship Investigator's Expense 75.00
10/26/22 16 Special Projects Fund 15.00
10/26/22 cb COST BILL .00
10/26/22 17.0 Application for Appointment of Guardian 20.00
Patricia A. Smith
10/26/22 ge Entry Setting Hearing 12/09/2022 .00
2:00 p.m.
10/26/22 eb Exhibit A .00
Zoom invite
10/26/22 15.0 Next of Kin .00
10/26/22 15.1 Waiver of Notice .00
Deborah L. Bunner Timothy Leopard
Richard Leopard Patricia Smith
Barbara Huls
10/26/22 15.2 Guardian - Fiduciary's Acceptance .00
10/26/22 15.3 Affidavit of Additional Information .00
10/26/22 15.4 Guardian's Credibility Application .00
10/26/22 17ca Change of Address Information for .00
Guardianships
10/26/22 16.1 Affidavit of Custody .00
10/26/22 psoe Statement of Expert Evaluation .00
10/26/22 misc Miscellaneous Filing .00
Order Summary Report
10/26/22 15.8 Adult Guardianship Service Information .00
10/27/22 Receipt 598100 199.00
11/15/22 bcr Background Check Received FBI .00
Patricia Smith
11/15/22 bcr Background Check Received BCI .00
Patricia SMith
11/23/22 17.8 Investigator's Report .00
11/23/22 cos Certificate of Service Kincaid 19.50
12/09/22 dr Digital Record of Hearing ELC .00
12/9/22 ZOOM
12/13/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/14/22 17d Magistrate's Decision Cook .00
Patricia A. Smith be appointed guardian
of the person and estate for Nancy
Wilcox. Bond $57,000.00
12/14/22 17b Notice To Attorneys and Parties .00
12/14/22 17c Findings of Fact .00
12/14/22 17n Entry Adopting Magistrate's Decision 5.00
12/14/22 cos Certificate of Service .00
12/20/22 igf Indigent Guardianship Fund 30.00
12/20/22 adl Additional Letters of Authority 2.00
12/20/22 cb COST BILL .00
12/20/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
SMITH, PATRICIA A. (fidy)
12/20/22 15.9 Oath of Guardian .00
12/20/22 4.2 Fiduciary's Bond 57000.00 .00
LIBERTY
12/20/22 poa Power of Attorney .00
Debbie Allen
12/20/22 att Attachments .00
Signature and creditbility pages
12/20/22 Receipt 600597 61.50
12/21/22 Pay out made through bookkeeper # 0000074437 .00
ACCT #: 000000000209 3.50
01/05/23 cc Certified Copy 20.00
01/05/23 Receipt 601237 20.00
01/13/23 l LETTER: to Patricia Smith .00
from Lindsay E Webster
01/26/23 l LETTER: 01/24/2023 .00
TO: Patricia Smith
FROM: Magistrate H.J. Worthington
02/22/23 6ek eNotice to File Inventory 0010709 .00
03/02/23 1ae Entry Increasing Bond 896000.00 5.00
Liberty Mutu
al Ins. Co.
03/02/23 4.2 Fiduciary's Bond 953000.00 .00
Liberty Mutu
al Ins. Co.
03/02/23 poa Power of Attorney .00
Liberty Mutual Surety.
03/02/23 cpi Confidential Personal Identifiers .00
03/02/23 6.0 Inventory 476227.88 7.00
03/06/23 15c Application to Release Funds to Guardian .00
03/06/23 15d Entry Authorizing Release of Funds 27904.34 5.00
AXOS Bank Acct. #0036 MCD
03/06/23 cc Certified Copy 1.00
03/06/23 15c Application to Release Funds to Guardian .00
03/06/23 15d Entry Authorizing Release of Funds 59810.63 5.00
Talcott Resolution Variable Annuity MCD
Acct. #5211
03/06/23 cc Certified Copy 1.00
03/06/23 15c Application to Release Funds to Guardian .00
03/06/23 15d Entry Authorizing Release of Funds 354394.10 5.00
PNC Bank Acct. #2083: $354,394.10 5.01
PNC Banl Acct. #1282: $5.01 MCD
03/06/23 cc Certified Copy 1.00
03/06/23 15c Application to Release Funds to Guardian .00
03/06/23 15d Entry Authorizing Release of Funds 1011.07 5.00
Thrivent Annuity Acct. #3640: $1,011.07 MCD
03/06/23 cc Certified Copy 1.00
03/06/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/06/23 att Attachment .00
03/06/23 15bn Entry Authorizing Expenditure of Funds MCD 5.00
(Non-Custodial)
03/06/23 misc Notification of Ward's Important Legal .00
Papers
03/06/23 wd Will Deposited for Safekeeping 25.00
03/06/23 Receipt 604146 76.00
03/07/23 Pay out made through bookkeeper # 0000075149 .00
ACCT #: 000000000209 5.00
03/30/23 6.b Report of Newly Discovered Assets 7.00
03/30/23 6.be Entry Approving Report of Newly 35118.00 5.00
Assets
03/30/23 1ae Entry Increasing Bond 72000.00 5.00
Liberty
03/30/23 4.2 Fiduciary's Bond 1025000.00 .00
Liberty
03/30/23 poa Power of Attorney .00
03/30/23 15c Application to Release Funds to guardian .00
03/30/23 15d Entry Authorizing Release of Funds 35118.00 5.00
Prudential Life Ins Co
03/30/23 cc Certified Copy 1.00
03/30/23 15c Application to Release Funds to guardian .00
03/30/23 15d Entry Authorizing Release of Funds 1180.51 5.00
Nationwide Ins Co
03/30/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/30/23 att Attachments .00
03/30/23 Receipt 605511 38.00
03/31/23 Pay out made through bookkeeper # 0000075397 .00
ACCT #: 000000000209 11.00
04/21/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/21/23 15bn Entry Authorizing Expenditure of Funds 50.00 5.00
(Non-Custodial) 195.00
1200.00
50.00
04/21/23 Receipt 606812 15.00
05/22/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/22/23 15bn Entry Authorizing Expenditure of Funds 405.58 5.00
(Non-Custodial)
05/22/23 Receipt 608284 15.00
06/07/23 9.7 Application to Transfer Motor Vehicle .00
06/07/23 9.8 Entry Approving Transfer of Motor 2010 5.00
Vehicle Nissan
06/07/23 cc Certified Copy 1.00
06/07/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/07/23 15bn Entry Authorizing Expenditure of Funds 200.00 5.00
(Non-Custodial)
06/07/23 Receipt 609073 21.00
06/21/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/21/23 15bn Entry Authorizing Expenditure of Funds 27.00 5.00
(Non-Custodial)
06/21/23 Receipt 609701 15.00
07/18/23 6.b Report of Newly Discovered Assets #2 7.00
07/18/23 6.be Entry Approving Report of Newly 1500.00 5.00
Assets
07/18/23 9.7 Application to Transfer Motor Vehicle .00
07/18/23 9.8 Entry Approving Transfer of Motor 1995 5.00
Vehicle BUICK
07/18/23 cc Certified Copy 1.00
07/19/23 1ae Entry Increasing Bond 3000.00 5.00
Liberty Co.
07/19/23 4.2 Fiduciary's Bond 1028000.00 .00
Liberty Co.
07/19/23 poa Power of Attorney .00
Liberty Mutual Insurance Company
07/19/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/19/23 15bn Entry Authorizing Expenditure of Funds 300.00 5.00
(Non-Custodial) 5292.00
200.00
07/19/23 Receipt 611073 38.00
07/20/23 Pay out made through bookkeeper # 0000076597 .00
ACCT #: 000000000209 5.00
09/01/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/01/23 15bn Entry Authorizing Expenditure of Funds 250.01 5.00
(Non-Custodial)
09/01/23 Receipt 613470 15.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/21/23 13ek eNotice to File Account 0010709 .00
11/21/23 16ek eNotice to File 0010709 .00
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 att Attachments .00
01/31/24 1b Application to Reduce Bond 5.00
01/31/24 1be Entry to Reduce Bond 818000.00 5.00
OH Casualty
01/31/24 1ca Application for Attorney Fees 10.00
Michael D Juhola
01/31/24 1cc Consent to Attorney Fees .00
Patricia A Smith
01/31/24 fs Fee Schedule .00
01/31/24 morf Magistrate's Order Regarding Fees 9693.50 .00
01/31/24 13a Fiduciary's Partial Account 01 22.00
01/31/24 13.1 Receipts and Disbursements .00
01/31/24 13.2 Assets Remaining in Fiduciary's Hands 392875.92 .00
01/31/24 ex Extra Pages 1.00
01/31/24 cpi Confidential Personal Identifiers .00
01/31/24 Receipt 620665 48.00
02/01/24 13e Entry Setting Hearing on Account .00
02/07/24 22ni Investigator Review of Guardian's Report .00
02/09/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
02/09/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
02/13/24 l LETTER: to Patricia Smith .00
03/04/24 Receipt 622233 5.00
03/13/24 13h Judgment Entry Approving Partial Account .00
03/26/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/26/24 15bn Entry Authorizing Expenditure of Funds 134.00 5.00
(Non-Custodial) 320.00
75.00
03/26/24 Receipt 623414 15.00
08/14/24 50m Application to Terminate 10.00
08/14/24 dc Death Certificate .00
Nancy Wilcox.
08/14/24 50p Entry Terminating and Ordering Final 08/30/2024 5.00
Account
08/14/24 1ca Application for Attorney Fees 10.00
Michael D. Juhola 1200.00
85.00
08/14/24 1cc Consent to Attorney Fees 1200.00 .00
85.00
08/14/24 fs Fee Schedule .00
08/14/24 morf Magistrate's Order Regarding Fees 1200.00 .00
85.00
08/15/24 13.0 Fiduciary's Final Account 02 22.00
08/15/24 13.1 Receipts and Disbursements .00
08/15/24 Receipt 630625 47.00
08/16/24 13e Entry Setting Hearing on Account .00
09/26/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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