Case Docket

Case Number: 625196  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : DIPAOLO, KAREN M.
AKA :

Date Code Description Reference Receipt Cost
07/07/23 01 Case Number (Daily Reporter) 10.00
07/07/23 02 Forms 10.00
07/07/23 03 Docketing & Index 15.00
07/07/23 04 Computerized Legal Research 3.00
07/07/23 05 Computer Fee 10.00
07/07/23 07 Legal Aid Trust Fund 26.00
07/07/23 08 Dispute Resolution Fund 15.00
07/07/23 gi Guardianship Investigator's Expense 75.00
07/07/23 16 Special Projects Fund 15.00
07/07/23 cb COST BILL .00
07/07/23 17.0 Application for Appointment of Guardian 20.00
Timothy Morgan
07/07/23 ge Entry Setting Hearing 08/16/2023 .00
2:00 p.m.
07/07/23 eb Exhibit A .00
zoom invite
07/07/23 15.0 Next of Kin .00
07/07/23 15.2 Guardian - Fiduciary's Acceptance .00
07/07/23 15.3 Affidavit of Additional Information .00
07/07/23 15.4 Guardian's Credibility Application .00
07/07/23 16.1 Affidavit of Custody .00
07/07/23 17ca Change of Address Information for .00
Guardianships
07/07/23 psoe Statement of Expert Evaluation .00
07/07/23 15.8 Adult Guardianship Service Information .00
07/07/23 l LETTER: Cover .00
07/11/23 Receipt 610607 199.00
07/17/23 mte Motion to Expedite Hearing .00
07/17/23 e Entry 07/28/2023 5.00
2:00 p.m.
07/17/23 eb Exhibit A .00
zoom invite
07/17/23 l LETTER: cover .00
07/18/23 misc Miscellaneous Filing .00
e-mail confirmation by Stephen H. Dodd
07/19/23 bcr Background Check Received BCI .00
Timothy Morgan
07/25/23 17.8 Investigator's Report .00
07/25/23 cos Certificate of Service von Frese 6.50
08/07/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/07/23 17d Magistrate's Decision Beaver .00
Accordingly, Timothy Morgan is hereby
appointed guardian of the person and
estate for Karen M. DiPaolo. $465,000
08/07/23 ex Extra Pages .00
Bond is sufficient for appointment.
08/07/23 17b Notice To Attorneys and Parties .00
08/07/23 17c Findings of Fact .00
08/07/23 17n Entry Adopting Magistrate's Decision 5.00
08/07/23 cos Certificate of Service .00
08/09/23 igf Indigent Guardianship Fund 30.00
08/09/23 adl Additional Letters of Authority 2.00
08/09/23 cb COST BILL .00
08/09/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MORGAN, TIMOTHY (fidy)
08/09/23 15.9 Oath of Guardian .00
08/09/23 4.2 Fiduciary's Bond 465000.00 .00
LIBERTY
08/09/23 poa Power of Attorney .00
08/09/23 att Attachments .00
Creditbilty and signature pages
08/09/23 Receipt 612169 53.50
08/21/23 l LETTER: to Stephen Dodd .00
from Lindsay E Webster
09/01/23 l LETTER: .00
Disclose Investment account
09/01/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/01/23 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
09/01/23 15c Application to Release Funds to Guardian .00
09/01/23 15d Entry Authorizing Release of Funds 19009.04 5.00
Morgan Stankley Acct 033
09/01/23 cc Certified Copy 1.00
09/01/23 Receipt 613474 21.00
09/05/23 Pay out made through bookkeeper # 0000077163 .00
ACCT #: 000000000209 7.00
10/11/23 6k Notice to File Inventory 0030620 1.00
10/13/23 l LETTER:Cover Letter. 10/11/2023 .00
10/13/23 6.0 Inventory 225746.13 7.00
10/26/23 3.a Application to Appoint Appraiser .00
10/26/23 3.ae Entry Appointing Appraiser 57 5.00
10/26/23 Receipt 616095 13.00
10/27/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/27/23 att Attachments .00
10/27/23 15bn Entry Authorizing Expenditure of Funds 1163.00 5.00
(Non-Custodial)
10/27/23 Receipt 616145 15.00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/13/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/13/23 att Attachments .00
12/13/23 15bn Entry Authorizing Expenditure of Funds 550.00 5.00
(Non-Custodial) 500.00
12/13/23 Receipt 618394 15.00
12/20/23 l LETTER: to Stephen H. Dodd .00
12/21/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/21/23 att Attachments .00
12/21/23 15bn Entry Authorizing Expenditure of Funds MKB 5.00
(Non-Custodial)
12/21/23 Receipt 618865 15.00
01/02/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/02/24 15bn Entry Authorizing Expenditure of Funds 6640.00 5.00
(Non-Custodial)
01/02/24 1ca Application for Attorney Fees 10.00
Stephen H. Dodd
01/02/24 fs Fee Schedule .00
01/02/24 morf Magistrate's Order Regarding Fees 6640.00 .00
01/02/24 Receipt 619232 15.00
02/14/24 l LETTER: cover 02/02/2024 .00
02/14/24 Receipt 621416 10.00
02/26/24 l LETTER: to Stephen Dodd .00
from Mag Asst Monica Harris
02/27/24 2.1 Guardian's Notice of Filing of Real .00
Estate Appraisal
02/27/24 att Attachments 20.00
03/05/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/05/24 att Attachments .00
03/05/24 15bn Entry Authorizing Expenditure of Funds 628.16 5.00
(Non-Custodial)
03/05/24 Receipt 622378 30.00
03/05/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/05/24 att Attachment .00
03/05/24 15bn Entry Authorizing Expenditure of Funds 5350/month 5.00
(Non-Custodial)
07/09/24 16k Notice to File 0030620 1.00
07/09/24 13k Notice to File Account 0030620 1.00
11/08/24 13m Citation to File Account sent to fidy 5.00
11/14/24 vcos Certificate of Service for Virtual Mail .00
11/14/24 vcs Virtual Service Mail Sent 8.16
Timothy Morgan 035202
11/14/24 vcs Virtual Service Mail Sent 8.16
Stephen H Dodd 035219
11/27/24 vcr Virtual Service Returned .00
F01 035202
12/02/24 16m Citation to File sent to guar 5.00
12/02/24 vcos Certificate of Service for Virtual Mail .00
12/02/24 vcs Virtual Service Mail Sent 8.16
Timothy Morgan 038913
12/02/24 vcs Virtual Service Mail Sent 8.16
Stephen H Dodd 038920
12/10/24 vcr Virtual Service Returned .00
F01 038913
12/10/24 vcr Virtual Service Returned .00
A0030620 038920
12/31/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/31/24 att Attachments .00
12/31/24 15bn Entry Authorizing Expenditure of Funds 1163.00 5.00
(Non-Custodial)
12/31/24 Receipt 637380 30.00
01/17/25 dr Digital Record of Hearing MCD .00
01/17/2025 / 22A
9:33:49am-10:30:41am
01/22/25 Receipt 638362 49.64
01/22/25 dc Death Certificate .00
Karen M Dipaolo
01/22/25 50m Application to Terminate 10.00
01/24/25 dc Death Certificate .00
Karen M. Dipaolo
01/24/25 50m Application to Terminate 10.00
01/24/25 dec Ward Deceased. .00
01/27/25 50m Application to Terminate 10.00
01/27/25 50p Entry Terminating and Ordering Final 04/24/2025 5.00
Account
05/27/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/27/25 att Attachments .00
05/27/25 15bnd Entry Denying Expenditure of Funds TAS 5.00
(Non-Custodial)
*Guardians authority to expend funds
terminates upon death of ward.
07/16/25 m Motion .00
07/16/25 e Entry 5.00
07/16/25 Receipt 647897 55.00
12/15/25 13m Citation to File Account sent to fidy 5.00
12/16/25 vcos Certificate of Service for Virtual Mail .00
12/16/25 vcs Virtual Service Mail Sent 8.86
Timothy Morgan 111043
12/16/25 vcs Virtual Service Mail Sent 8.86
Stephen H Dodd 111050
01/12/26 vcr Virtual Service Returned .00
F01 111043
01/12/26 vcr Virtual Service Returned .00
A0030620 111050
02/20/26 dr Digital Record of Hearing MCD .00
02/20/2026 / 22A
9:33:40am-10:11:39am
02/25/26 8ac Entry Continuing Citation Hearing For 04/03/2026 5.00
Account
02/25/26 rm Regular Mail Sent .00
02/25/26 rm Regular Mail Sent .00
04/03/26 misc OCN Deceased Verification .00
04/08/26 8ac Entry Continuing Citation Hearing For 05/08/2026 5.00
Account
04/08/26 rm Regular Mail Sent .00
Timothy Morgan
Stephen Dodd
05/07/26 13.0 Fiduciary's Final Account 01 23.00
05/07/26 13.1 Receipts and Disbursements .00
05/07/26 401 Affidavit .00
05/07/26 Receipt 665050 45.72
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
06/18/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE 10.00
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