Case Docket

Case Number: 625528  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: C  CONSERVATORSHIP
Name : CLAYTON, FRANCES
AKA : CLAYTON, FRANCES A.

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
Mark A. McLeod
07/27/23 15.1 Waiver of Notice .00
Frances Clayton
Janene Clayton
07/27/23 15.0 Next of Kin .00
07/27/23 15.3 Affidavit of Additional Information .00
07/27/23 psoe Statement of Expert Evaluation .00
07/27/23 l LETTER: Cover .00
07/27/23 ge Entry Setting Hearing 08/31/2023 .00
2:00 p.m.
07/27/23 eb Exhibit A .00
Zoom invite
07/28/23 Receipt 611524 199.00
08/24/23 17.8 Investigator's Report .00
08/24/23 cos Certificate of Service Kincaid .00
08/31/23 dr Digital Record of Hearing HJW .00
08/31/2023 / Zoom
09/01/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/01/23 17d Magistrate's Decision Worthington .00
Accordingly, Mark Mc Leod is hereby
appointed Consrvator of the estate of
Frances Clayton, bond $40,000.00
09/01/23 17b Notice To Attorneys and Parties .00
09/01/23 17c Findings of Fact .00
09/01/23 17n Entry Adopting Magistrate's Decision 5.00
09/01/23 cos Certificate of Service .00
09/12/23 igf Indigent Guardianship Fund 30.00
09/12/23 adl Additional Letters of Authority 2.00
09/12/23 17n Entry Adopting Magistrate's Decision .00
09/12/23 cb COST BILL .00
09/12/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC LEOD, MARK A. (fidy)
09/12/23 15.9 Oath of Guardian .00
09/12/23 4.2 Fiduciary's Bond 40000.00 .00
RLI
09/12/23 poa Power of Attorney .00
09/12/23 bacb Bond Application for CBS Agency .00
09/12/23 att Attachments .00
09/12/23 adl Additional Letters of Authority 3.00
09/13/23 Receipt 613925 45.00
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 0030483 1.00
11/28/23 dhr Digital Hearing Request .00
11/28/23 6.0 Inventory .00 7.00
11/28/23 Receipt 617577 8.00
11/29/23 Pay out made through bookkeeper # 0000077900 .00
ACCT #: 000000000209 22.00
08/12/24 13k Notice to File Account 0030483 1.00
08/27/24 13a Fiduciary's Partial Account 01 22.00
08/27/24 13.1 Receipts and Disbursements .00
08/27/24 13.2 Assets Remaining in Fiduciary's Hands .00 .00
08/27/24 Receipt 631128 23.00
08/28/24 13e Entry Setting Hearing on Account .00
09/30/24 14.5 Application to Approve Contingency Fee .00
Contract
09/30/24 14.6c Contingency Fee Contract .00
09/30/24 14.6 Entry Approving Contingency Fee Contract JAA 5.00
09/30/24 Receipt 632907 5.00
10/01/24 Pay out made through bookkeeper # 0000080803 .00
ACCT #: 000000000209 13.00
10/01/24 Pay out made through bookkeeper # 0000080804 .00
ACCT #: 000000000209 5.00
10/09/24 13h Judgment Entry Approving Partial Account .00
04/24/25 app Application to Settle Conservator's .00
Claim
04/24/25 att Attachments 21.00
04/24/25 e Entry Approving Settlement of TAS 5.00
Conservator's Claim
*FORM 1.GM REQUIRED*
04/24/25 Receipt 643385 26.00
04/25/25 Pay out made through bookkeeper # 0000082593 .00
ACCT #: 000000000209 49.00
05/21/25 Receipt 644961 7.00
05/21/25 Void Receipt 644961 7.00
05/21/25 16a Motion for Release of Assets to be .00
Deposited w/Custodian in Lieu of Bond
05/21/25 16b Entry Ordering Deposit of Assets SECURITY TR 5.00
In Lieu of Bond 1001544.62
001
05/21/25 cc Certified Copy 2.00
05/21/25 Receipt 644988 7.00
05/22/25 Pay out made through bookkeeper # 0000082828 .00
ACCT #: 000000000209 18.00
05/29/25 16c Verification of Receipt or Deposit SECURITY TR .00
1001544.62
001 Y
06/24/25 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
06/24/25 mem Memorandum in Support .00
06/24/25 15b Entry Authorizing Expenditure of Funds .00
(Custodial)
06/24/25 Receipt 646847 16.00
07/28/25 13k Notice to File Account 0030483 1.00
08/12/25 16k Notice to File 0030483 1.00
08/21/25 13.8 Application to Dispense With Accounting .00
08/21/25 13.7 Entry Extending Accounting Until .00
Further Order by the Court
08/21/25 Receipt 649905 2.00
01/20/26 noam Notice of Appearance of Counsel .00
01/20/26 1cd Application for Fiduciary Fees 10.00
01/20/26 1ca Application for Attorney Fees 10.00
01/20/26 15a Application for Authority to Expend 16.00
Funds from Custodial Account. (Includes
costs for Entry and Certification)
01/20/26 50m Application to Terminate 10.00
01/20/26 1ce Entry Approving Fiduciary Fees .00
01/20/26 1cb Entry Approving Attorney Fees .00
01/20/26 15b Entry Authorizing Expenditure of Funds $1948.24 .00
(Custodial) $2628.00
$907904.40
01/20/26 33e Entry Terminating Custodial Account(s) Y 5.00
and Dispensing With Accounting
01/20/26 Receipt 658340 51.00
01/22/26 op Notice and Entry Re-Opening Case .00
(REACTIVATION ONLY)
01/22/26 13r Custodial Year End Report 2025 SECURITY TR .00
916972.94
01/22/26 99 Case Closed .00
BALANCE DUE .00
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