Case Docket

Case Number: 621010  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BARRETT, SALLY
AKA :


Date Code Description Reference Receipt Cost
11/28/22 01 Case Number (Daily Reporter) 10.00
11/28/22 02 Forms 10.00
11/28/22 03 Docketing & Index 15.00
11/28/22 04 Computerized Legal Research 3.00
11/28/22 05 Computer Fee 10.00
11/28/22 07 Legal Aid Trust Fund 26.00
11/28/22 08 Dispute Resolution Fund 15.00
11/28/22 gi Guardianship Investigator's Expense 75.00
11/28/22 16 Special Projects Fund 15.00
11/28/22 cb COST BILL .00
11/28/22 17.0 Application for Appointment of Guardian 20.00
Matthew G. Barrett
11/28/22 ge Entry Setting Hearing 01/18/2023 .00
2:00 p.m.
11/28/22 eb Exhibit A .00
Zoom invite
11/28/22 15.0 Next of Kin .00
11/28/22 15.2 Guardian - Fiduciary's Acceptance .00
11/28/22 15.3 Affidavit of Additional Information .00
11/28/22 15.4 Guardian's Credibility Application .00
11/28/22 16.1 Affidavit of Custody .00
11/28/22 17ca Change of Address Information for .00
Guardianships
11/28/22 psoe Statement of Expert Evaluation .00
11/28/22 15.8 Adult Guardianship Service Information .00
11/28/22 2y Notice of Hearing .00
11/28/22 cos Certificate of Service .00
11/28/22 vgcs Guardianship: Virtual Service Mail Sent 6.57
Lorrie Tiller 490626
11/30/22 Receipt 599678 199.00
12/06/22 vcr Virtual Service Returned .00
LT 490626
01/09/23 17.8 Investigator's Report .00
01/09/23 cos Certificate of Service Kincaid 18.00
01/18/23 15.1 Waiver of Notice .00
Lorrie Tiller
George Barrett, II
01/18/23 cos Certificate of Service .00
01/18/23 l LETTER: to Lorrie Tiller and George .00
Barrett
01/18/23 ros Return of Service .00
01/18/23 dr Digital Record of Hearing SNS .00
1/18/23 ZOOM
01/25/23 bcr Background Check Received BCI .00
Matthew Barrett
01/25/23 bcr Background Check Received FBI .00
Matthew Barrett
01/31/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/31/23 17d Magistrate's Decision Sugar .00
Accordingly, Matthew Barrett is
appointed guardian of the person and
estate of Sally Barrett. Bond $85,000.00
01/31/23 17b Notice To Attorneys and Parties .00
01/31/23 17c Findings of Fact .00
01/31/23 17n Entry Adopting Magistrate's Decision 5.00
01/31/23 cos Certificate of Service .00
02/03/23 4.2 Fiduciary's Bond/RLI Surety 85000.00 .00
CBS
N Adolph
02/03/23 igf Indigent Guardianship Fund 30.00
02/03/23 adl Additional Letters of Authority 2.00
02/03/23 bacb Bond Application for CBS Agency .00
02/03/23 misc Miscellaneous Filing .00
Signature page
02/03/23 misc Miscellaneous Filing .00
Credibility
02/03/23 1ae Entry Increasing Bond 10000.00 5.00
RLI
02/03/23 4.2 Fiduciary's Bond/RLI Surety 95000.00 .00
CBS
N Adolph
02/03/23 bacb Bond Application for CBS Agency .00
02/03/23 cb COST BILL .00
02/03/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BARRETT, MATTHEW G. (fidy)
02/03/23 15.9 Oath of Guardian .00
02/03/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/03/23 15bn Entry Authorizing Expenditure of Funds 19358.00 5.00
(Non-Custodial) 9000.00/mnth
1330.00
02/03/23 1ca Application for Attorney Fees 10.00
Wade E Harrison
02/03/23 1cc Consent to Attorney Fees .00
Matthew Barrett
02/03/23 fs Fee Schedule .00
02/03/23 morf Magistrate's Order Regarding Fees 1330.82 .00
02/03/23 6.0 Inventory 46203.76 7.00
02/03/23 cpi Confidential Personal Identifiers .00
02/03/23 Receipt 602766 103.57
02/24/23 9.7 Application to Transfer Motor Vehicle .00
02/24/23 9.8 Entry Approving Transfer of Motor 2014 5.00
Vehicle Nissan
02/24/23 cc Certified Copy 1.00
02/24/23 Receipt 603792 6.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/04/24 13k Notice to File Account 0062224 1.00
01/09/24 16k Notice to File 0062224 1.00
06/06/24 16m Citation to File sent to guar 5.00
06/06/24 vcos Certificate of Service for Virtual Mail .00
06/06/24 vcs Virtual Service Mail Sent 7.40
Matthew G Barrett 612622
06/06/24 vcs Virtual Service Mail Sent 7.40
Wade E Harrison 612639
06/18/24 vcr Virtual Service Returned .00
WEH 612639
07/02/24 vcr Virtual Service Returned .00
MGB 612622
07/08/24 13m Citation to File Account sent to fidy 5.00
07/11/24 vcos Certificate of Service for Virtual Mail .00
07/11/24 vcs Virtual Service Mail Sent 7.40
Matthew G Barrett 004925
07/11/24 vcs Virtual Service Mail Sent 7.40
Wade E Harrison 004932
07/16/24 vcr Virtual Service Returned .00
F01 004925
07/16/24 vcr Virtual Service Returned .00
62224 004932
07/31/24 22n Guardian's Report 5.00
07/31/24 soe Statement of Expert Evaluation .00
08/02/24 13a Fiduciary's Partial Account 01 22.00
08/02/24 13.1 Receipts and Disbursements .00
08/02/24 13.2 Assets Remaining in Fiduciary's Hands 1786.76 .00
08/02/24 ex Extra Pages 1.00
08/02/24 l LETTER:Need court costs. .00
08/02/24 Receipt 629960 69.60
08/05/24 13e Entry Setting Hearing on Account .00
08/19/24 22ni Investigator Review of Guardian's Report .00
08/26/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
09/16/24 13h Judgment Entry Approving Partial Account .00
11/08/24 15c Application to Release Funds to Guardian .00
11/08/24 15d Entry Authorizing Release of Funds MKB 5.00
-All remaining funds in JP Morgan Chase
Bank Checking Acct. # 9763 to be
released to Matthew G. Barrett
11/08/24 cc Certified Copy 1.00
11/08/24 Receipt 634982 11.00
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/01/25 16k Notice to File 0062224 1.00
07/07/25 13k Notice to File Account 0062224 1.00
09/08/25 22n Guardian's Report 5.00
09/08/25 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/08/25 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
09/08/25 Receipt 650845 12.00
09/09/25 22ni Investigator Review of Guardian's Report .00
09/09/25 1.4 Subpoena (Attorney to Serve) 12.00 .00
JP Morgan Chase Bank NA Rec # 650943
09/09/25 Receipt 650943 .00
09/10/25 ros Return of Service .00
05/07/26 13a Fiduciary's Partial Account 02 22.00
05/07/26 13.1 Receipts and Disbursements .00
05/07/26 13.2 Assets Remaining in Fiduciary's Hands 2257.20 .00
05/07/26 Receipt 665061 22.00
05/08/26 13e Entry Setting Hearing on Account .00
05/08/26 13e Entry Setting Hearing on Account .00
05/08/26 13e Entry Setting Hearing on Account .00
05/18/26 1ca Application for Attorney Fees 10.00
Wade E Harrison
05/18/26 1cc Consent to Attorney Fees .00
05/18/26 fs Fee Schedule .00
05/18/26 1cb Magistrate's Order Regarding 1550.50 .00
05/18/26 Receipt 665546 10.00
06/18/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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