Case Docket

Case Number: 628075  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PO  PERSON ONLY
Name : OTLER, JOYCE M.
AKA :

Date Code Description Reference Receipt Cost
12/14/23 01 Case Number (Daily Reporter) 10.00
12/14/23 02 Forms 10.00
12/14/23 03 Docketing & Index 15.00
12/14/23 04 Computerized Legal Research 3.00
12/14/23 05 Computer Fee 10.00
12/14/23 07 Legal Aid Trust Fund 26.00
12/14/23 08 Dispute Resolution Fund 15.00
12/14/23 gi Guardianship Investigator's Expense 75.00
12/14/23 16 Special Projects Fund 15.00
12/14/23 cb COST BILL .00
12/14/23 17.0 Application for Appointment of Guardian 20.00
Brian J. Otler
12/14/23 ge Entry Setting Hearing 02/01/2024 .00
2:00 p.m.
12/14/23 eb Exhibit A .00
zoom invite
12/14/23 15.0 Next of Kin .00
12/14/23 15.1 Waiver of Notice .00
Joan L. Otler
12/14/23 15.2 Guardian - Fiduciary's Acceptance .00
12/14/23 15.3 Affidavit of Additional Information .00
12/14/23 15.4 Guardian's Credibility Application .00
12/14/23 dl Copy of Driver's License of: .00
Brian Jabari Otler
12/14/23 psoe Statement of Expert Evaluation .00
12/14/23 15.8 Adult Guardianship Service Information .00
12/14/23 2y Notice of Hearing .00
12/14/23 cos Certificate of Service .00
12/14/23 vgcs Guardianship: Virtual Service Mail Sent 7.21
Calvin Clifford Otler 550795
12/15/23 Receipt 618488 199.00
01/29/24 17.8 Investigator's Report .00
01/29/24 cos Certificate of Service von Frese 10.00
02/01/24 l LETTER: from .00
Stephanie Lynn Garrett
02/01/24 dr Digital Record of Hearing HJW .00
02/01/2024 / Zoom
02/06/24 17d Magistrate's Decision Worthington .00
Accordingly, Brian Otler is hereby
appointed guardian of the person and
estate of Joyce M. Otler.
02/06/24 ex Extra Pages .00
Bond $100,000.00
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.
03/08/24 mo Magistrate's Order Orderring Prospective HJW 5.00
Guardian to Post Bond & Retrieve Letters
of Athority of Face Removal
03/08/24 cos Certificate of Service .00
03/27/24 e Entry vacating appointment of Brian .00
Otler
03/27/24 cos Certificate of Service .00
03/27/24 dr Digital Record of Hearing HJW .00
03/27/2024 / Zoom
04/03/24 mo Magistrate's Order scheduling hearing on Worthington 5.00
application of GSB 04/15/2024
11:00 a.m.
04/03/24 eb Exhibit A .00
zoom invite
04/03/24 02 Forms 10.00
04/03/24 03 Docketing & Index 15.00
04/03/24 04 Computerized Legal Research 3.00
04/03/24 05 Computer Fee 10.00
04/03/24 07 Legal Aid Trust Fund 26.00
04/03/24 08 Dispute Resolution Fund 15.00
04/03/24 16 Special Projects Fund 15.00
04/03/24 gi Guardianship Investigator's Expense 75.00
04/03/24 cb COST BILL .00
04/03/24 17.0 Application for Appointment of Guardian 20.00
GSB
04/03/24 15.0 Next of Kin .00
04/03/24 15.1 Waiver of Notice .00
GSB
04/03/24 15.2 Guardian - Fiduciary's Acceptance .00
04/03/24 15.3 Affidavit of Additional Information .00
04/03/24 15.4 Guardian's Credibility Application .00
04/03/24 16.1 Affidavit of Custody .00
04/03/24 17ca Change of Address Information for .00
Guardianships
04/03/24 poa Power of Attorney .00
04/03/24 15.8 Adult Guardianship Service Information .00
04/03/24 cos Certificate of Service .00
04/03/24 2y Notice of Hearing .00
04/03/24 cos Certificate of Service .00
04/03/24 vgcs Guardianship: Virtual Service Mail Sent 14.80
Joan Otler 552362
Brian Otler 552379
04/03/24 cos Certificate of Service .00
Joyce M. Otler
04/11/24 vcr Virtual Service Returned .00
JO 552362
04/12/24 02 Forms 10.00
04/12/24 03 Docketing & Index 15.00
04/12/24 04 Computerized Legal Research 3.00
04/12/24 05 Computer Fee 10.00
04/12/24 07 Legal Aid Trust Fund 26.00
04/12/24 08 Dispute Resolution Fund 15.00
04/12/24 16 Special Projects Fund 15.00
04/12/24 cb COST BILL .00
04/12/24 17.0 Application for Appointment of Guardian 20.00
Joan Otler
04/12/24 15.0 Next of Kin .00
04/12/24 15.2 Guardian - Fiduciary's Acceptance .00
04/12/24 15.3 Affidavit of Additional Information .00
04/12/24 15.4 Guardian's Credibility Application .00
04/12/24 15.8 Adult Guardianship Service Information .00
04/12/24 16.1 Affidavit of Custody .00
04/15/24 l LETTER: from OSU/wexner medical center .00
04/15/24 Receipt 624368 114.00
04/15/24 dr Digital Record of Hearing HJW .00
04/15/2024 / Zoom
04/17/24 igf Indigent Guardianship Fund 30.00
04/17/24 adl Additional Letters of Authority 2.00
04/17/24 cb COST BILL .00
04/17/24 17d Magistrate's Decision Worthington .00
Accordingly, the GSB is hereby appointed
guardian of the person of Joyce Otler.
No bond required.
04/17/24 ex Extra Pages .00
A Review hearing is scheduled for 10/07/2024
1:30 p.m.
04/17/24 eb Exhibit A .00
Zoom invite
04/17/24 eb Exhibit A .00
Paperwork from OSU
04/17/24 17n Entry Adopting Magistrate's Decision 5.00
04/17/24 cos Certificate of Service .00
04/17/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
04/17/24 15.9 Oath of Guardian .00
04/30/24 bcr Background Check Received BCI .00
Joan Otler
05/09/24 app Application Ahuthorizing Chase Bank to .00
Provied a GSB Designee bank statements
for the last six months
05/09/24 e Entry TAS 5.00
05/09/24 cc Certified Copy 1.00
05/09/24 app Application Ahuthorizing U.S. Dept of of .00
Personal Mang to Provid GSB Designee
documentation
05/09/24 e Entry TAS 5.00
05/16/24 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
06/05/24 app Application .00
06/05/24 e Entry 5.00
09/30/24 vcmw Virtual Service Returned/NO SERVICE .00
Calvin Clifford Otler
09/30/24 att Attachments .00
10/07/24 dr Digital Record of Hearing MKB .00
10/07/2024 / Zoom
10/10/24 vcmw Virtual Service Returned/NO SERVICE .00
Brian Otler
11/14/24 mo Magistrate's Order 03/10/2025 5.00
-Joan's app. remains HELD IN ABEYANCE, 1:30 PM
A review hearing has been scheduled.
11/14/24 eb Exhibit A .00
11/14/24 cos Certificate of Service .00
01/13/25 cor Correspondence Received (NOT EVIDENCE) .00
01/13/25 mo Magistrate's Order Denying Non-Guardians MKB 5.00
Request to Change Care Facility
-see dec
01/13/25 cos Certificate of Service .00
01/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/04/25 4.2B Proposed Bond Documents .00
Joan L. Otler
03/04/25 att Attachments .00
03/04/25 sc Substitution of Counsel 0084676 .00
03/10/25 bcr Background Check Received .00
Joan Otler (BCI)
03/12/25 gcf Guardianship Complaint Filed 001 .00
Guardianship, FCGSB 001
03/12/25 att Attachments .00
03/12/25 gcn Guardian Notified of Complaint 03/12/2025 .00
001
03/12/25 l LETTER: GSB .00
03/17/25 16k Notice to File Sent To fidy 1.00
03/19/25 gcd Notification of Disposition of 03/19/2025 .00
Guardianship Complaint 001
03/19/25 att Attachments .00
03/19/25 l LETTER: to GSB .00
03/19/25 l LETTER: to Joan Otler .00
03/19/25 mo Magistrate's Order on complaint Durant 5.00
disposition
03/19/25 mo Magistrate's Order after review hearing Durant 5.00
03/19/25 cos Certificate of Service .00
05/05/25 22n Guardian's Report 5.00
05/05/25 22p Annual Guardianship Plan .00
05/05/25 soe Statement of Expert Evaluation .00
05/05/25 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/05/25 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
05/14/25 22ni Investigator Review of Guardian's Report .00
05/19/25 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
06/02/25 l LETTER: .00
10/13/25 nc Notice of Change of Address of: .00
Ward
04/06/26 16k Notice to File Sent To fidy 1.00
04/10/26 22p Annual Guardianship Plan .00
04/10/26 22n Guardian's Report 5.00
04/10/26 att Attachments .00
04/14/26 22ni Investigator Review of Guardian's Report .00
07/09/26 50m Application to Terminate Guardianship 10.00
Person Only
07/09/26 dc Death Certificate 06/07/2026 .00
Joyce Marie Otler
07/09/26 50n Entry Terminating and Dispensing with Y 5.00
Final Account
FCGSB, BY DESIGNEE (fidy)
BALANCE DUE 351.01
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