Case Docket

Case Number: 632755  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BROWN, JOANNA T.
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 G27C Petition to Transfer Guardianship To 20.00
Ohio from Jurisdiction Outside the State
of Ohio
08/22/24 15.0 Next of Kin .00
08/22/24 15.2 Guardian - Fiduciary's Acceptance .00
08/22/24 G27E Waiver of Notice and Consent to .00
Petition to Transfer Guardianship To
Ohio From Jurisdiction Outside the State
of Ohio
08/22/24 misc Miscellaneous Filing .00
Letters of Guardianship from the
state of Michigan
08/22/24 misc Miscellaneous Filing .00
Order reguarding termination
08/22/24 l LETTER:cover .00
08/22/24 cos Certificate of Service .00
08/22/24 ge Entry Setting Hearing 10/04/2024 .00
10:00 a.m.
08/22/24 eb Exhibit A .00
zoom invite
08/23/24 15.8 Adult Guardianship Service Information .00
08/23/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/26/24 Receipt 631078 199.00
08/27/24 Pay out made through bookkeeper # 0000080463 .00
ACCT #: 000000000209 101.00
09/19/24 17.8 Investigator's Report .00
09/19/24 cos Certificate of Service Kincaid 24.00
09/20/24 17.8 Investigator's Report .00
09/20/24 cos Certificate of Service Kincaid 24.00
10/03/24 dr Digital Record of Hearing EMM .00
10/03/2024 / Zoom
10/04/24 dr Digital Record of Hearing EMM .00
10/04/2024 / Zoom
10/15/24 rgg Receipt of Guardianship Guide .00
10/15/24 nc Notice of Change of Address of: .00
Billie Halley
10/15/24 15.0 Next of Kin Amended .00
10/16/24 rmr Regular Mail Returned/Not Complete .00
10/17/24 cb COST BILL .00
10/17/24 igf Indigent Guardianship Fund 30.00
10/17/24 adl Additional Letters of Authority 1.00
10/17/24 17n Entry Adopting Magistrate's Decision 5.00
10/17/24 cos Certificate of Service .00
10/17/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HALLEY, BILLIE J (fidy)
10/17/24 15.9 Oath of Guardian .00
10/17/24 ref No Refund Issued: $1.00 or less 1.00
10/17/24 Receipt 633878 85.00
10/21/24 mo Magistrate's Order Following Hearing 5.00
10/21/24 eb Exhibit A .00
Zoom Invite
10/21/24 1da Application for Continuance of Hearing .00
10/21/24 1de Entry Continuing Hearing 10/21/2024 5.00
10/29/24 4.2B Proposed Bond Documents .00
10/29/24 att Attachments .00
10/31/24 4.2 Fiduciary's Bond 906000.00 .00
Ohio Casualt
10/31/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
HALLEY, BILLIE J (fidy)
11/04/24 rmr Regular Mail Returned/Not Complete .00
Billie J. Halley
11/13/24 bcr Background Check Received .00
Billie Halley (BCI)
11/14/24 mo Magistrate's Order Following Hearing 5.00
11/14/24 G27I Provisional Order Granting Petition to 5.00
Transfer Guardianship to Ohio from
Jurisdiction Outside the State of Ohio
11/14/24 cos Certificate of Service .00
11/14/24 rmr Regular Mail Returned/Not Complete .00
Billie J. Halley
5935 Henderson Heights Rd
Columbus, OH 43220
12/16/24 misc Miscellaneous Filing .00
Foreign Records from Washtenaw County
State of Michigan
12/16/24 02 Forms 10.00
12/16/24 03 Docketing & Index 15.00
12/16/24 04 Computerized Legal Research 3.00
12/16/24 05 Computer Fee 10.00
12/16/24 07 Legal Aid Trust Fund 26.00
12/16/24 08 Dispute Resolution Fund 15.00
12/16/24 16 Special Projects Fund 15.00
12/16/24 gi Guardianship Investigator's Expense 75.00
12/16/24 Receipt 636840 174.00
01/17/25 Receipt 638165 25.00
04/23/25 l LETTER: .00
Return Inventory Need Verification of
Deposit or Add Bond
05/22/25 l LETTER: to Phil Waid .00
from Jud Asst Toni Mclean
06/05/25 l LETTER:Cover Letter. 06/03/2025. .00
06/05/25 4.2 Entry Approving Fiduciary's Bond 1482000.00 .00
Ohio Casualt
y Insurance
Company
06/05/25 poa Power of Attorney Ohio Casualt .00
y Insurance
Company
06/05/25 6.0 Inventory 740778.87 7.00
HALLEY, BILLIE J (fidy)
06/10/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/10/25 15bn Entry Authorizing Expenditure of Funds SNR 5.00
(Non-Custodial)
06/17/25 Receipt 646465 22.00
08/29/25 1ca Application for Attorney Fees 10.00
Phillip A Waid
08/29/25 fs Fee Schedule .00
08/29/25 morf Magistrate's Order Regarding Atty Fees 7155.70 .00
TPS
08/29/25 Receipt 650401 10.00
09/17/25 16k Notice to File 0001408 1.00
10/01/25 13k Notice to File Account 0001408 1.00
02/27/26 13a Fiduciary's Partial Account 01 24.00
HALLEY, BILLIE J (fidy)
02/27/26 13.1 Receipts and Disbursements .00
02/27/26 13.2 Assets Remaining in Fiduciary's Hands 782823.23 .00
02/27/26 4.2B Copy of Bond Documents .00
02/27/26 poa Power of Attorney RLI .00
02/27/26 1cd Application for Fiduciary Fees 10.00
Billie Halley
02/27/26 fs Fee Schedule .00
02/27/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/27/26 4.2 Entry Approving Fiduciary's Bond 1790000.00 5.00
RLI
TAS
02/27/26 1ce Entry Approving Fiduciary Fees 7494.00 .00
TAS
02/27/26 15bn Entry Authorizing Expenditure of Funds 14506.00 5.00
(Non-Custodial) TAS
02/27/26 Receipt 660535 56.00
03/02/26 13e Entry Setting Hearing on Account .00
03/24/26 1ca Application for Attorney Fees 10.00
Phillip A Waid
03/24/26 fs Fee Schedule .00
03/24/26 morf Magistrate's Order Regarding Atty Fees 2400.00 .00
TPS
03/24/26 Receipt 662144 10.00
04/13/26 13h Judgment Entry Approving Partial Account .00
06/09/26 16m Citation to File sent to guar 5.00
06/09/26 vcos Certificate of Service for Virtual Mail .00
06/09/26 vcs Virtual Service Mail Sent 8.86
Billie J Halley 140159
06/09/26 vcs Virtual Service Mail Sent 8.86
Phillip A Waid 140166
06/23/26 vcr Virtual Service Returned .00
A1408 140166
BALANCE DUE 22.72
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