Case Docket

Case Number: 632745  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : MERCHANT, MICHELLE R.
AKA :

Date Code Description Reference Receipt Cost
08/22/24 01 Case Number (Daily Reporter) 10.00
08/22/24 02 Forms 10.00
08/22/24 03 Docketing & Index 15.00
08/22/24 04 Computerized Legal Research 3.00
08/22/24 05 Computer Fee 10.00
08/22/24 07 Legal Aid Trust Fund 26.00
08/22/24 08 Dispute Resolution Fund 15.00
08/22/24 gi Guardianship Investigator's Expense 75.00
08/22/24 16 Special Projects Fund 15.00
08/22/24 cb COST BILL .00
08/22/24 17.0 Application for Appointment of Guardian 20.00
Scott A. Merchant
08/22/24 ge Entry Setting Hearing 09/24/2024 .00
2:30 p.m.
08/22/24 eb Exhibit A .00
zoom invite
08/22/24 15.0 Next of Kin .00
08/22/24 15.1 Waiver of Notice .00
Alice Lutz
Jacob Merchant
08/22/24 15.2 Guardian - Fiduciary's Acceptance .00
08/22/24 15.3 Affidavit of Additional Information .00
08/22/24 15.4 Guardian's Credibility Application .00
08/22/24 16.1 Affidavit of Custody .00
08/22/24 17ca Change of Address Information for .00
Guardianships
08/22/24 psoe Statement of Expert Evaluation .00
08/22/24 l LETTER: Cover .00
08/22/24 15.8 Adult Guardianship Service Information .00
08/22/24 Receipt 630955 199.00
08/22/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/04/24 17.8 Investigator's Report .00
09/04/24 cos Certificate of Service Kincaid 8.00
09/10/24 bcr Background Check Received BCI .00
Scott Merchant
09/17/24 15.0 Next of Kin amended .00
09/17/24 15.1 Waiver of Notice .00
Rodney J. Zeigler
09/17/24 l LETTER: .00
09/24/24 dr Digital Record of Hearing JAA .00
09/24/2024 / Zoom
09/25/24 nc Notice of Change of Address of: .00
Michelle R. Merchant
2770 Clime Rd
Columbus, OH 43223
09/26/24 17d Magistrate's Decision Anzelmo .00
Accordingly Scott Merchant be appointed
guardian of the person and estate for
Michelle R. Merchant bond $344,000.00
09/26/24 17b Notice To Attorneys and Parties .00
09/26/24 17c Findings of Fact .00
09/26/24 17n Entry Adopting Magistrate's Decision 5.00
09/26/24 cos Certificate of Service .00
09/26/24 cb COST BILL .00
10/03/24 cb COST BILL .00
10/03/24 igf Indigent Guardianship Fund 30.00
10/03/24 adl Additional Letters of Authority 2.00
10/03/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MERCHANT, SCOTT A. (fidy)
10/03/24 15.9 Oath of Guardian .00
10/03/24 4.2B Proposed Bond Documents .00
10/03/24 att Attachments .00
10/03/24 4.2 Fiduciary's Bond 344000.00 .00
RLI
10/03/24 Receipt 633095 50.00
01/03/25 1ae Entry Increasing Bond 135000.00 5.00
RLI
01/03/25 4.2 Fiduciary's Bond 479000.00 .00
CBS
01/03/25 bacb Bond Application for CBS Agency .00
01/03/25 poa Power of Attorney RLI .00
01/03/25 l LETTER:Cover Letter. 12/16/2024 .00
01/03/25 6.0 Inventory 408572.00 7.00
MERCHANT, SCOTT A. (fidy)
01/07/25 Receipt 637678 7.00
01/08/25 Pay out made through bookkeeper # 0000081661 .00
ACCT #: 000000000209 3.00
01/22/25 app Application of Scott A. Merchant to .00
Issue an Order Converting the Ward's
401K plan with Fidelity Investments &
her Charles Schwab IRA to Payout Status
01/22/25 mem Memorandum in Support .00
01/22/25 e Entry Granting App. to Issue an Order MKB 5.00
Converting the Ward's 401K w/ Fidelity
Investments to Payout Status
(Acct. #04OCT)
01/22/25 e Entry Granting App. to Issue an Order MKB 5.00
Converting the Ward's 401K w/ Fidelity
Investments to Payout Status
(Acct. # 0713)
01/22/25 Receipt 638430 15.00
01/23/25 Pay out made through bookkeeper # 0000081780 .00
ACCT #: 000000000209 5.00
03/19/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/19/25 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
03/19/25 1ca Application for Attorney Fees 10.00
Joel K. Elkin
03/19/25 fs Fee Schedule .00
03/19/25 Receipt 641414 10.00
04/04/25 morf Magistrate's Order Regarding Atty Fees 767.00 .00
05/28/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/28/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/28/25 1ca Application for Attorney Fees 10.00
Joel K Elkin
05/28/25 15bn Entry Authorizing Expenditure of Funds SNR 5.00
(Non-Custodial)
05/28/25 15bn Entry Authorizing Expenditure of Funds SNR 5.00
(Non-Custodial)
05/28/25 morf Magistrate's Order Regarding Atty Fees DENIED .00
App fails to comply with Loc.R.71.5(A)
05/28/25 Receipt 645265 55.00
07/29/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/29/25 15bn Entry Authorizing Expenditure of Funds 550.00 5.00
(Non-Custodial) 1808.50
MKB
07/29/25 Receipt 648621 15.00
08/21/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/21/25 15bn Entry Authorizing Expenditure of Funds 1198.00 5.00
(Non-Custodial)-for his second-year bond TAS
premium
08/21/25 Receipt 649896 15.00
08/26/25 16k Notice to File 0030341 1.00
08/26/25 13k Notice to File Account 0030341 1.00
09/15/25 15an Application for Authority to Expend 11.00
Funds (Non-Custodial)
09/15/25 att Attachments .00
09/15/25 1e Entry Setting Hearing 10/07/2025 5.00
2:30 PM
09/15/25 Receipt 651225 18.00
09/15/25 eb Exhibit A .00
Zoom Invite
10/03/25 obit null .00
Michelle Renee Merchant
10/09/25 50m Application to Terminate 10.00
Person & Estate
-ward passed on 09/27/2025
10/09/25 50p Entry Terminating and Ordering Final 01/31/2026 5.00
Account TAS
MERCHANT, SCOTT A. (fidy)
10/09/25 Receipt 652711 15.00
10/29/25 22n Guardian's Report 5.00
MERCHANT, SCOTT A. (fidy)
10/29/25 Receipt 653874 5.00
01/21/26 13n Application to Extend Time to File .00
Account
01/21/26 13o Entry Extending Time to File Account 05/01/2026 5.00
MERCHANT, SCOTT A. (fidy)
01/21/26 Receipt 658429 5.00
05/12/26 13n Application to Extend Time to File .00
Account
05/12/26 13o Entry Extending Time to File Account 07/13/2026 5.00
05/12/26 Receipt 665334 5.00
BALANCE DUE .00
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