Case Docket

Case Number: 624253  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WHAN, ANNE
AKA :


Date Code Description Reference Receipt Cost
05/19/23 01 Case Number (Daily Reporter) 10.00
05/19/23 02 Forms 10.00
05/19/23 03 Docketing & Index 15.00
05/19/23 04 Computerized Legal Research 3.00
05/19/23 05 Computer Fee 10.00
05/19/23 07 Legal Aid Trust Fund 26.00
05/19/23 08 Dispute Resolution Fund 15.00
05/19/23 gi Guardianship Investigator's Expense 75.00
05/19/23 16 Special Projects Fund 15.00
05/19/23 cb COST BILL .00
05/19/23 17.0 Application for Appointment of Guardian 20.00
Samantha Boring
05/19/23 ge Entry Setting Hearing 07/11/2023 .00
11:00 a.m.
05/19/23 eb Exhibit A .00
zoom invite
05/19/23 15.0 Next of Kin .00
05/19/23 15.1 Waiver of Notice .00
05/19/23 15.2 Guardian - Fiduciary's Acceptance .00
05/19/23 15.3 Affidavit of Additional Information .00
05/19/23 15.4 Guardian's Credibility Application .00
05/19/23 16.1 Affidavit of Custody .00
05/19/23 17ca Change of Address Information for .00
Guardianships
05/19/23 15.8 Adult Guardianship Service Information .00
05/19/23 dl Copy of Driver's License of: .00
Samatha Allyx Boring
05/19/23 psoe Statement of Expert Evaluation .00
05/19/23 02 Forms 10.00
05/19/23 03 Docketing & Index 15.00
05/19/23 04 Computerized Legal Research 3.00
05/19/23 05 Computer Fee 10.00
05/19/23 08 Dispute Resolution Fund 15.00
05/19/23 16 Special Projects Fund 15.00
05/19/23 cb COST BILL .00
05/19/23 17.0 Application for Appointment of Guardian 20.00
Eryn L. Arnold (co-guardian)
05/19/23 15.0 Next of Kin .00
05/19/23 15.1 Waiver of Notice .00
05/19/23 15.2 Guardian - Fiduciary's Acceptance .00
05/19/23 15.3 Affidavit of Additional Information .00
05/19/23 15.4 Guardian's Credibility Application .00
05/19/23 16.1 Affidavit of Custody .00
05/19/23 17ca Change of Address Information for .00
Guardianships
05/19/23 15.8 Adult Guardianship Service Information .00
05/19/23 dl Copy of Driver's License of: .00
Eryn L. Arnold
05/19/23 Receipt 608193 287.00
05/19/23 l LETTER: to applicants .00
05/22/23 Pay out made through bookkeeper # 0000075929 .00
ACCT #: 000000000209 13.00
06/06/23 15.0 Next of Kin amended .00
06/06/23 15.1 Waiver of Notice amended .00
Samantha Boring
06/06/23 15.3 Affidavit of Additional Information amended .00
06/06/23 16.1 Affidavit of Custody amended .00
06/06/23 17ca Change of Address Information for amended .00
Guardianships
06/06/23 15.0 Next of Kin amended .00
06/06/23 15.1 Waiver of Notice amended .00
Eryn Arnold
06/06/23 15.3 Affidavit of Additional Information amended .00
06/06/23 17ca Change of Address Information for amended .00
Guardianships
06/29/23 17.8 Investigator's Report .00
06/29/23 cos Certificate of Service Kincaid 15.50
07/03/23 bcr Background Check Received BCI .00
Eryn Arnold
07/11/23 dr Digital Record of Hearing CLW .00
07/11/2023 / Zoom
07/12/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/12/23 17d Magistrate's Decision Wambaugh .00
Accordingly, Eryn Arnold and Samantha
Boring, are appointed co-guardians of
the person and estate for Ann Whan
07/12/23 ex Extra Pages .00
Bond is set at $40,000.00
07/12/23 17b Notice To Attorneys and Parties .00
07/12/23 17c Findings of Fact .00
07/12/23 17n Entry Adopting Magistrate's Decision 5.00
07/12/23 cos Certificate of Service .00
09/13/23 igf Indigent Guardianship Fund 60.00
09/13/23 adl Additional Letters of Authority 4.00
09/13/23 cb COST BILL .00
09/13/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BORING, SAMANTHA ALLYX (fidy)
09/13/23 15.9 Oath of Guardian .00
09/13/23 4.2 Fiduciary's Bond 40000.00 .00
CBS
09/13/23 poa Power of Attorney .00
09/13/23 bacb Bond Application for CBS Agency .00
Eryn Arnold
Samantha Boring
09/13/23 att Attachments .00
09/14/23 Receipt 614009 89.50
09/14/23 Void Receipt 614009 89.50
09/14/23 Receipt 614015 89.50
09/15/23 Pay out made through bookkeeper # 0000077263 .00
ACCT #: 000000000209 52.50
09/15/23 Pay out made through bookkeeper # 0000077264 .00
ACCT #: 000000000209 43.50
10/06/23 bcr Background Check Received .00
Samatha Boring (BCI)
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/14/23 6k Notice to File Inventory Sent To fidy 1.00
11/14/23 6k Notice to File Inventory Sent To fidy 1.00
12/11/23 l LETTER: .00
Return Inventory Add Bond Disclose All
Personal Property
01/16/24 6m Citation to File Inventory sent to fidy 5.00
01/16/24 vcos Certificate of Service for Virtual Mail .00
01/16/24 vcs Virtual Service Mail Sent 7.21
Samantha Allyx Boring 530179
01/16/24 vcs Virtual Service Mail Sent 7.21
Eryn L Arnold 530186
01/30/24 vcr Virtual Service Returned .00
SAB 530179
01/30/24 vcr Virtual Service Returned .00
ELA 530186
02/27/24 rusm Regular U.S. Mail .68
02/27/24 ref No Refund Issued: Less than $1.00 .11
02/27/24 l LETTER: Return Inventry .00
Additional bond, disclose assests, court
cost.
02/27/24 Receipt 622025 9.00
03/15/24 8ic Entry Continuing Citation Hearing For 05/17/2024 5.00
Inventory
BORING, SAMANTHA ALLYX (fidy)
03/15/24 rm Regular Mail Sent .00
Samantha Boring
Eryn L Arnold
03/15/24 eb Exhibit .00
03/15/24 dr Digital Record of Hearing MCD .00
03/15/2024 / 22A
9:33:24am-10:06:08am
05/03/24 noa Notice of Appearance of Counsel .00
- Michael P. Ferguson for Guardianship
of Anne Whan
05/16/24 1ae Entry Increasing Bond 722893.22 5.00
RLI
05/16/24 4.2 Fiduciary's Bond 762893.22 .00
CBS
05/16/24 bacb Bond Application for CBS Agency .00
05/16/24 6.0 Inventory 518346.61 7.00
BORING, SAMANTHA ALLYX (fidy)
05/20/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/20/24 att Attachment .00
05/20/24 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
05/20/24 Receipt 626306 45.21
05/21/24 Pay out made through bookkeeper # 0000079495 .00
ACCT #: 000000000209 4.79
08/06/24 9.0 Application to Sell Personal Property 10.00
08/06/24 9.3 Entry Authorizing Sale of Personal JAA 5.00
Property
08/06/24 10j Consent to Power to Sell Real Estate 2.00
Samantha Boring
Eryn Arnold
08/06/24 e Entry Regarding Bond & Closing Costs 273800.00 5.00
08/06/24 11a Resignation of Fiduciary 5.00
08/06/24 11c Entry Accepting Resignation of Fiduciary JAA .00
08/13/24 16k Notice to File 0082851 1.00
08/13/24 13k Notice to File Account 0082851 1.00
08/27/24 50k Application to Amend Letters of .00
Authority
08/27/24 50l Entry Amending Letters of Authority 5.00
08/27/24 al Amended Letters of Authority Stone .00
09/13/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/13/24 att Attachments .00
09/13/24 15bn Entry Authorizing Expenditure of Funds 1875.00 5.00
(Non-Custodial)
09/13/24 cc Certified Copy 1.00
09/13/24 Receipt 632023 50.00
10/21/24 22n Guardian's Report 5.00
BORING, SAMANTHA ALLYX (fidy)
10/21/24 22n Guardian's Report 5.00
ARNOLD, ERYN L. (fidy)
10/21/24 nc Notice of Change of Address of: .00
Ward
10/23/24 mo Magistrate's Order Denying Application 5.00
to Dispense with Subsequent Statements
of Expert Evaluation
10/23/24 cos Certificate of Service .00
10/24/24 22ni Investigator Review of Guardian's Report .00
10/30/24 l LETTER: .00
Return Account Vouchers Proof of
Assets
10/30/24 soe Statement of Expert Evaluation .00
BORING, SAMANTHA ALLYX (fidy)
10/30/24 soe Statement of Expert Evaluation .00
ARNOLD, ERYN L. (fidy)
10/30/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/30/24 att Attachments 1.00
10/30/24 15bn Entry Authorizing Expenditure of Funds 2452.26 5.00
(Non-Custodial)
10/30/24 6p Motion to Amend Inventory .00
10/30/24 6a Amended Inventory 506130.68 7.00
ARNOLD, ERYN L. (fidy)
10/31/24 22ni Investigator Review of Guardian's Report .00
11/14/24 13a Fiduciary's Partial Account 01 22.00
ARNOLD, ERYN L. (fidy)
11/14/24 13.1 Receipts and Disbursements .00
11/14/24 13.2 Assets Remaining in Fiduciary's Hands 434791.89 .00
11/14/24 ex Extra Pages 3.00
11/14/24 l LETTER: .00
To Attorney For Court Costs
11/15/24 13e Entry Setting Hearing on Account .00
11/21/24 Receipt 635603 63.00
12/26/24 13h Judgment Entry Approving Partial Account .00
02/10/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/10/25 att Attachments .00
02/10/25 15bn Entry Authorizing Expenditure of Funds 1075.32 5.00
(Non-Custodial) 654.22
02/24/25 Receipt 640041 15.00
04/21/25 Receipt 643116 .00
04/22/25 Pay out made through bookkeeper # 0000082554 .00
ACCT #: 000000000209 25.00
05/08/25 1ca Application for Attorney Fees 10.00
Michael P. Ferguson
05/08/25 1cc Consent to Attorney Fees .00
05/08/25 fs Fee Schedule .00
05/08/25 morf Magistrate's Order Regarding Fees 5574.71 .00
05/08/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/08/25 15bn Entry Authorizing Expenditure of Funds 5574.71 5.00
(Non-Custodial)
05/14/25 Receipt 644533 25.00
08/22/25 soe Statement of Expert Evaluation .00
ARNOLD, ERYN L. (fidy)
08/25/25 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
08/25/25 17.1e Entry Dispensing with the Filing of SNR 5.00
Subsequent Statements of Expert
Evaluation
ARNOLD, ERYN L. (fidy)
08/25/25 Receipt 650078 5.00
09/08/25 22n Guardian's Report 5.00
ARNOLD, ERYN L. (fidy)
09/08/25 22n Guardian's Report 5.00
BORING, SAMANTHA ALLYX (fidy)
09/08/25 Receipt 650766 10.00
09/08/25 22ni Investigator Review of Guardian's Report .00
10/14/25 13k Notice to File Account 0082851 1.00
10/24/25 15an Application for Authority to Expend 12.00
Funds (Non-Custodial)
10/24/25 att Attachments .00
10/24/25 15bn Entry Authorizing Expenditure of Funds 269.33 5.00
(Non-Custodial) MCD
10/24/25 Receipt 653584 18.00
12/04/25 13a Fiduciary's Partial Account 02 27.00
ARNOLD, ERYN L. (fidy)
12/04/25 13.1 Receipts and Disbursements .00
12/04/25 13.2 Assets Remaining in Fiduciary's Hands 334613.39 .00
12/04/25 Receipt 655924 27.00
12/05/25 13e Entry Setting Hearing on Account .00
12/16/25 4.2B Copy of Bond Documents .00
12/16/25 bacb Bond Application for CBS Agency .00
12/16/25 4.2 Entry Approving Fiduciary's Bond 273800.22 5.00
RLI
12/16/25 4.2B Copy of Bond Documents .00
12/16/25 Receipt 656603 5.00
12/16/25 4.2 Entry Approving Fiduciary's Bond 1036693.44 .00
RLI Surety
01/15/26 13h Judgment Entry Approving Partial Account .00
05/21/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/21/26 att Attachments .00
05/21/26 15bn Entry Authorizing Expenditure of Funds 854.67 5.00
(Non-Custodial) BCH
05/21/26 Receipt 665853 15.00
BALANCE DUE .00
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