Case Docket

Case Number: 620651  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : O'BRIEN, WILLIAM L.
AKA :

Date Code Description Reference Receipt Cost
11/07/22 01 Case Number (Daily Reporter) 10.00
11/07/22 02 Forms 10.00
11/07/22 03 Docketing & Index 15.00
11/07/22 04 Computerized Legal Research 3.00
11/07/22 05 Computer Fee 10.00
11/07/22 07 Legal Aid Trust Fund 26.00
11/07/22 08 Dispute Resolution Fund 15.00
11/07/22 gi Guardianship Investigator's Expense 75.00
11/07/22 16 Special Projects Fund 15.00
11/07/22 cb COST BILL .00
11/07/22 17.0 Application for Appointment of Guardian 20.00
GSB
11/07/22 ge Entry Setting Hearing 12/19/2022 .00
10:00 a.m.
11/07/22 eb Exhibit A .00
Zoom invite
11/07/22 15.0 Next of Kin .00
11/07/22 15.1 Waiver of Notice .00
GSB
11/07/22 15.2 Guardian - Fiduciary's Acceptance .00
11/07/22 15.3 Affidavit of Additional Information .00
11/07/22 15.4 Guardian's Credibility Application .00
11/07/22 16.1 Affidavit of Custody .00
11/07/22 17ca Change of Address Information for .00
Guardianships
11/07/22 psoe Statement of Expert Evaluation .00
11/07/22 15.8 Adult Guardianship Service Information .00
12/12/22 17.8 Investigator's Report Kincaid .00
12/12/22 cos Certificate of Service 10.00
12/19/22 dr Digital Record of Hearing MKB .00
12/19/22 ZOOM
12/21/22 igf Indigent Guardianship Fund 30.00
12/21/22 adl Additional Letters of Authority 2.00
12/21/22 cb COST BILL .00
12/21/22 17d Magistrate's Decision: The Franklin Co. .00
Guardianship Service Board is hereby
appointed Guardian of the person only of
William O'Brien. No bond is required.
12/21/22 17b Notice To Attorneys and Parties .00
12/21/22 17c Findings of Fact .00
12/21/22 17n Entry Adopting Magistrate's Decision 5.00
12/21/22 cos Certificate of Service .00
12/21/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
12/21/22 15.9 Oath of Guardian .00
12/21/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/17/23 nc Notice of Change of Address of: .00
New:751 Kensington St. MiddletownOH45044
Old:Homeless
01/31/23 app Application Directing Citizen Bank to .00
Provide GSB Designee Acct Statements
from 11/01/2022 to Present for
William O'Brien
01/31/23 e Entry TAS 5.00
01/31/23 cc Certified Copy 1.00
05/17/23 app Application .00
05/17/23 e Entry 5.00
06/14/23 app Application .00
06/14/23 e Entry 5.00
06/14/23 misc Miscellaneous Filing .00
08/23/23 app Application .00
08/23/23 e Entry 5.00
08/23/23 att Attachments .00
09/08/23 nc Notice of Change of Address of: .00
William O'Brien
10/13/23 app Application .00
10/13/23 e Entry Citizens 5.00
Bank
10/13/23 eb Exhibit A .00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 (9) .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/21/23 16ek eNotice to File Sent To fidy .00
12/12/23 22n Guardian's Report 5.00
12/12/23 22p Annual Guardianship Plan .00
12/12/23 soe Statement of Expert Evaluation .00
01/22/24 22ni Investigator Review of Guardian's Report .00
01/24/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
01/24/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
01/31/24 l LETTER: to GSB .00
07/17/24 nc Notice of Change of Address of: .00
William Obrien
11/12/24 16ek eNotice to File Sent To fidy .00
12/02/24 22n Guardian's Report 5.00
12/02/24 22p Annual Guardianship Plan .00
12/02/24 22ni Investigator Review of Guardian's Report .00
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/14/25 22n Guardian's Report 5.00
10/14/25 22p Annual Guardianship Plan .00
10/17/25 22ni Investigator Review of Guardian's Report .00
01/14/26 m Motion Authorizing Citizens Bank to .00
Issue a GSB Designee a $5000.00 check
01/14/26 e Entry Authorizing check to JAA 5.00
O'Brein
05/20/26 m Motion Authorizing Fidelity Investments .00
to Redirect William L O'Brien's GE
Aerospace Pension to Benchmark
05/20/26 e Entry Authorizing BCH 5.00
BALANCE DUE 307.00
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