Case Docket

Case Number: 627956  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WILLIAMS, RITA L.
AKA :

Date Code Description Reference Receipt Cost
12/08/23 01 Case Number (Daily Reporter) 10.00
12/08/23 02 Forms 10.00
12/08/23 03 Docketing & Index 15.00
12/08/23 04 Computerized Legal Research 3.00
12/08/23 05 Computer Fee 10.00
12/08/23 07 Legal Aid Trust Fund 26.00
12/08/23 08 Dispute Resolution Fund 15.00
12/08/23 gi Guardianship Investigator's Expense 75.00
12/08/23 16 Special Projects Fund 15.00
12/08/23 cb COST BILL .00
12/08/23 17.0 Application for Appointment of Guardian 20.00
Deborah L. Finley
12/08/23 ge Entry Setting Hearing 02/02/2024 .00
9:00 a.m.
12/08/23 eb Exhibit A .00
zoom invite
12/08/23 15.0 Next of Kin .00
12/08/23 15.1 Waiver of Notice .00
Deborah L. Finley
Stephen A. Williams
12/08/23 15.2 Guardian - Fiduciary's Acceptance .00
12/08/23 15.3 Affidavit of Additional Information .00
12/08/23 15.4 Guardian's Credibility Application .00
12/08/23 16.1 Affidavit of Custody .00
12/08/23 17ca Change of Address Information for .00
Guardianships
12/08/23 15.8 Adult Guardianship Service Information .00
12/08/23 psoe Statement of Expert Evaluation .00
12/08/23 misc Miscellaneous Filing .00
Patient Summary
12/08/23 4.2B Proposed Bond Documents .00
12/08/23 att Attachments .00
12/08/23 l LETTER: Cover .00
12/08/23 Receipt 618134 199.00
12/11/23 2y Notice of Hearing .00
12/11/23 cos Certificate of Service .00
12/11/23 vgcs Guardianship: Virtual Service Mail Sent 7.21
James A. Williams 550733
12/20/23 vcr Virtual Service Returned .00
JAW 550733
01/09/24 bcr Background Check Received BCI .00
Deborah Finley
01/09/24 l LETTER: .00
01/22/24 17.8 Investigator's Report .00
01/22/24 cos Certificate of Service Kincaid 21.50
02/02/24 dr Digital Record of Hearing AAC .00
02/02/2024 / Zoom
02/06/24 17d Magistrate's Decision Clous .00
Accordingly, Deborah L. Finely be
appointed guardian of the person and
estate of Rita L. Williams. $40,000 bond
02/06/24 17b Notice To Attorneys and Parties .00
02/06/24 17c Findings of Fact .00
02/06/24 17n Entry Adopting Magistrate's Decision 5.00
02/06/24 cos Certificate of Service .00
02/06/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
02/14/24 igf Indigent Guardianship Fund 30.00
02/14/24 adl Additional Letters of Authority 2.00
02/14/24 cb COST BILL .00
02/14/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FINLEY, DEBORAH L. (fidy)
02/14/24 15.9 Oath of Guardian .00
02/14/24 adl Additional Letters of Authority 3.00
02/14/24 Receipt 621434 73.71
04/15/24 6ek eNotice to File Inventory 0039959 .00
05/16/24 4.2 Fiduciary's Bond 40000.00 .00
RLI
05/17/24 1ae Entry Increasing Bond 13600.00 5.00
RLI
05/17/24 4.2 Fiduciary's Bond 53600.00 .00
CBS
05/17/24 bacb Bond Application for CBS Agency .00
05/17/24 poa Power of Attorney RLI .00
05/17/24 cpi Confidential Personal Identifiers .00
05/17/24 lwip List of Ward's Important Papers .00
05/17/24 rgg Receipt of Guardianship Guide .00
05/24/24 cc Certified Copies 7.00
05/24/24 Receipt 626533 12.00
05/28/24 6.0 Inventory 91350.68 7.00
05/30/24 app Application to Access Joint Funds & .00
Motion for Instructions
05/30/24 mem Memorandum in Support .00
05/30/24 cos Certificate of Service .00
05/30/24 1e Entry Setting Remote Hearing 07/08/2024 5.00
10:00 AM
05/30/24 eb Exhibit A .00
05/30/24 cos Certificate of Service .00
05/30/24 Receipt 626816 5.00
06/07/24 Receipt 627185 7.00
06/13/24 l LETTER: cover 06/10/24 .00
06/13/24 pos Proof of Service-Hearing on App to .00
Access Joint Funds & Motion for
Instruction
James A Williams
07/08/24 dr Digital Record of Hearing TAS .00
07/08/2024 / Zoom
07/09/24 e Entry Authorizing Access to Joint Funds TAS 5.00
07/09/24 cos Certificate of Service .00
01/02/25 move Application and Magistrate's Order To TAS .00
Move Ward To More Restrictive Setting
01/02/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/02/25 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
01/02/25 Receipt 637493 20.00
01/14/25 16ek eNotice to File 0039959 .00
01/14/25 13ek eNotice to File Account 0039959 .00
01/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/03/25 l LETTER: 02/21/2025 .00
TO: Thomas Taneff, Esq.
FROM: Lindsay E. Webster
03/06/25 l LETTER:Cover Letter. 02/11/2025. .00
03/06/25 1b Application to Reduce Bond 5.00
03/06/25 1be Entry to Reduce Bond 40000.00 5.00
RLI
03/06/25 cpi Confidential Personal Identifiers .00
03/06/25 13a Fiduciary's Partial Account 01 22.00
03/06/25 13.1 Receipts and Disbursements .00
03/06/25 13.2 Assets Remaining in Fiduciary's Hands 173947.73 .00
03/06/25 Receipt 640772 27.00
03/07/25 13e Entry Setting Hearing on Account .00
03/13/25 22n Guardian's Report 5.00
03/13/25 soe Statement of Expert Evaluation .00
03/14/25 Receipt 641117 5.00
03/14/25 Receipt 641152 5.00
03/28/25 22ni Investigator Review of Guardian's Report .00
04/02/25 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
04/17/25 13h Judgment Entry Approving Partial Account .00
05/02/25 l LETTER: .00
05/23/25 sc1 Substitution of Counsel (Estates, 0090679 .00
Trusts, Guard.)
05/23/25 Receipt 645140 5.00
09/18/25 50m Application to Terminate 10.00
09/18/25 dc Death Certificate .00
Rita Lois Williams
09/18/25 50p Entry Terminating and Ordering Final 10/31/2025 5.00
Account
09/18/25 Receipt 651447 15.00
11/03/25 13k Notice to File Account 0090679 1.00
11/21/25 13.0 Fiduciary's Final Account 02 37.00
11/21/25 13.1 Receipts and Disbursements .00
11/21/25 1ca Application for Attorney Fees 16.00
Abbie Obenour
11/21/25 1cc Consent to Attorney Fees .00
Deborah L. Finley.
11/21/25 morf Magistrate's Order Regarding Fees 1162.00 .00
TPS
11/21/25 Receipt 655345 54.00
11/24/25 13e Entry Setting Hearing on Account .00
01/06/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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