Case Docket

Case Number: 625504  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: EO  ESTATE ONLY
Name : WALLACE, MARTHA
AKA :

Date Code Description Reference Receipt Cost
07/27/23 01 Case Number (Daily Reporter) 10.00
07/27/23 02 Forms 10.00
07/27/23 03 Docketing & Index 15.00
07/27/23 04 Computerized Legal Research 3.00
07/27/23 05 Computer Fee 10.00
07/27/23 07 Legal Aid Trust Fund 26.00
07/27/23 08 Dispute Resolution Fund 15.00
07/27/23 gi Guardianship Investigator's Expense 75.00
07/27/23 16 Special Projects Fund 15.00
07/27/23 cb COST BILL .00
07/27/23 17.0 Application for Appointment of Guardian 20.00
Jonathon C. Elgin
07/27/23 ge Entry Setting Hearing 08/29/2023 .00
11:00 a.m.
07/27/23 eb Exhibit A .00
Zoom invite
07/27/23 15.0 Next of Kin .00
07/27/23 15.1 Waiver of Notice .00
Deanna Williams
07/27/23 15.2 Guardian - Fiduciary's Acceptance .00
07/27/23 15.3 Affidavit of Additional Information .00
07/27/23 15.4 Guardian's Credibility Application .00
07/27/23 16.1 Affidavit of Custody .00
07/27/23 17ca Change of Address Information for .00
Guardianships
07/27/23 psoe Statement of Expert Evaluation .00
07/27/23 misc Miscellaneous Filing .00
Order Summary Report
07/27/23 l LETTER: cover .00
07/27/23 15.8 Adult Guardianship Service Information .00
07/27/23 lgs Supreme Court of Ohio Letter of Good .00
Standing
Jonathon Carl Elgin
07/28/23 Receipt 611526 199.00
08/18/23 17.8 Investigator's Report .00
08/18/23 cos Certificate of Service Kincaid 15.50
08/29/23 dr Digital Record of Hearing CLW .00
08/29/2023 / Zoom
08/30/23 misc Miscellaneous Filing .00
08/30/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/30/23 17d Magistrate's Decision Wambaugh .00
Accordingly, Jonathon Elgin is appointed
guardian of the estate only of Martha
Wallace. Bond is $75,000.00
08/30/23 17b Notice To Attorneys and Parties .00
08/30/23 17c Findings of Fact .00
08/30/23 17n Entry Adopting Magistrate's Decision 5.00
08/30/23 cos Certificate of Service .00
09/08/23 igf Indigent Guardianship Fund 30.00
09/08/23 adl Additional Letters of Authority 2.00
09/08/23 cb COST BILL .00
09/08/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
ELGIN, JONATHON C. (fidy)
09/08/23 15.9 Oath of Guardian .00
09/08/23 4.2 Fiduciary's Bond 75000.00 .00
WESTERN)
09/08/23 poa Power of Attorney .00
09/08/23 att Attachments .00
signature and creditbility pages
09/11/23 Receipt 613745 57.50
09/12/23 Pay out made through bookkeeper # 0000077213 .00
ACCT #: 000000000209 2.50
10/17/23 l LETTER: to JC Elgin Co., LPA .00
10/26/23 15c Application to Release Funds to Guardian .00
10/26/23 15d Entry Authorizing Release of Funds 5.00
$895.06 from Chase Acct. #5279 895.06
$10,469.37 from Chase Acct. #1782 to 10469.37
Mechanics Bank checking account
10/26/23 cc Certified Copy 1.00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/03/23 Receipt 616525 6.00
11/13/23 6k Notice to File Inventory 0096390 1.00
12/19/23 6.0 Inventory 215563.18 7.00
12/19/23 cpi Confidential Personal Identifiers .00
12/19/23 15c Application to Release Funds to Guardian AMENDED .00
12/19/23 15d Entry Authorizing Release of Funds 7869.73 5.00
Chase Savings Acct 5279
12/19/23 Receipt 618666 13.00
12/20/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/20/23 att Attachments .00
12/20/23 15bn Entry Authorizing Expenditure of Funds 142.00 5.00
(Non-Custodial) 55847.50
12/20/23 1ca Application for Attorney Fees 10.00
Jonathon C. Elgin
12/20/23 1cd Application for Guardian Fees 10.00
Jonathon C. Elgin
12/20/23 fs Fee Schedule .00
12/20/23 e Entry Approving Fees 2510.31 5.00
01/02/24 Receipt 619228 40.00
02/14/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/14/24 15bn Entry Authorizing Expenditure of Funds 300/month 5.00
(Non-Custodial)
02/14/24 Receipt 621433 15.00
02/14/24 nc Notice of Change of Address of: .00
Martha Wallace
02/14/24 l LETTER: .00
JC Elgin Co.,LPA
05/03/24 l LETTER: cover 04/19/2024 .00
05/03/24 50m Application to Terminate Guardianship 10.00
05/03/24 att Attachments .00
Statement of Expert Evaluation
05/03/24 1e Entry Setting Hearing 05/24/2024 5.00
2:30 PM
05/03/24 eb Exhibit a .00
05/03/24 cos Certificate of Service .00
05/03/24 l LETTER: to Jonathan Elgin .00
from Mag Asst Lindsay E Webster
05/06/24 Receipt 625479 15.00
05/07/24 Pay out made through bookkeeper # 0000079366 .00
ACCT #: 000000000209 5.00
05/15/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/15/24 att Attachments .00
05/15/24 15bn Entry Authorizing Expenditure of Funds 250.00 5.00
(Non-Custodial) 652.00
350.00
05/15/24 Receipt 626082 15.00
05/21/24 noa Notice of Appearance of Counsel .00
- Jessica N. Roshon for Martha Wallace
05/21/24 cos Certificate of Service .00
05/30/24 17d Magistrate's Decision Terminating Beaver .00
guardianship
05/30/24 17b Notice To Attorneys and Parties .00
05/30/24 17c Findings of Fact .00
05/30/24 17n Entry Adopting Magistrate's Decision 5.00
05/30/24 cos Certificate of Service .00
07/24/24 l LETTER: Return account .00
Missing bank statements, vouchers and
need sign receipt from ward.
09/05/24 l LETTER: .00
Cover Letter
09/05/24 13.0 Fiduciary's Final Account 01 22.00
09/05/24 13.1 Receipts and Disbursements .00
09/05/24 l LETTER: .00
Must mail a copy of the account the ward
and the court need certificate of
service
09/05/24 Receipt 631585 27.00
09/06/24 13e Entry Setting Hearing on Account .00
10/03/24 2y Notice of Hearing on Account .00
10/03/24 cos Certificate of Service of Notice of .00
Hearing on Account
10/03/24 cr Certified Mail Returned .00
10/17/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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