Case Docket

Case Number: 592965  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : FORGIONE, FRANK M.
AKA : FORGIONE, FRANCIS MICHAEL

Date Code Description Reference Receipt Cost
08/06/18 01 Case Number (Daily Reporter) 10.00
08/06/18 02 Forms 10.00
08/06/18 03 Docketing & Index 15.00
08/06/18 04 Computerized Legal Research 3.00
08/06/18 05 Computer Fee 10.00
08/06/18 07 Legal Aid Trust Fund 26.00
08/06/18 08 Dispute Resolution Fund 15.00
08/06/18 gi Guardianship Investigator's Expense 75.00
08/06/18 16 Special Projects Fund 15.00
08/06/18 cb COST BILL .00
08/06/18 17.0 Application for Appointment of Guardian 20.00
08/06/18 ge Entry Setting Hearing 09/06/2018 .00
9: am
08/06/18 15.0 Next of Kin .00
08/06/18 15.2 Guardian - Fiduciary's Acceptance .00
08/06/18 15.3 Affidavit of Additional Information .00
08/06/18 15.4 Guardian's Credibility Application .00
08/06/18 17ca Change of Address Information for .00
Guardianships
08/06/18 16.1 Affidavit of Custody .00
08/06/18 psoe Statement of Expert Evaluation .00
08/06/18 dl Copy of Driver's License of: .00
robert Toborg
08/06/18 15.8 Adult Guardianship Service Information .00
08/06/18 Receipt 520700 199.00
08/06/18 cos Certificate of Service .00
08/21/18 17.8 Investigator's Report .00
08/21/18 cos Certificate of Service Jennifer 10.00
Kincaid,LSW
08/21/18 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/06/18 1da Application for Continuance of Hearing .00
09/06/18 1de Entry Continuing Hearing 10/11/2018 5.00
9;00 am
09/06/18 Receipt 522481 15.00
09/06/18 cos Certificate of Service .00
10/11/18 1da Application for Continuance of Hearing .00
10/11/18 1de Entry Continuing Hearing 11/19/2018 .00
9:00 am
10/11/18 cos Certificate of Service .00
Elizabeth Forgione
Frank M. Forgione
11/19/18 mo Magistrate's Order 5.00
11/28/2018
11:00 a.m.
11/19/18 cos Certificate of Service .00
11/26/18 15.8 Adult Guardianship Service Information .00
11/26/18 cb COST BILL .00
11/26/18 17.0 Application for Appointment of Guardian .00
competing app
11/26/18 15.0 Next of Kin .00
11/26/18 15.2 Guardian - Fiduciary's Acceptance .00
11/26/18 16.1 Affidavit of Custody .00
11/26/18 15.3 Affidavit of Additional Information .00
11/26/18 15.4 Guardian's Credibility Application .00
11/26/18 17ca Change of Address Information for .00
Guardianships
11/28/18 cb COST BILL .00
11/28/18 igf Indigent Guardianship Fund 30.00
11/28/18 adl Additional Letters of Authority 4.00
11/28/18 17d Magistrate's Decision Stone .00
Adrienne McGee is appointed guardian of
the person & estate, bond is set at
960000.00
11/28/18 17b Notice To Attorneys and Parties .00
11/28/18 17c Findings of Fact .00
11/28/18 17n Entry Adopting Magistrate's Decision 5.00
11/28/18 cos Certificate of Service .00
11/28/18 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
11/28/18 15.9 Oath of Guardian .00
11/28/18 rgg Receipt of guardianship guide .00
11/28/18 4.2 Fiduciary's Bond/RLI Surety 960000.00 .00
CBS
J VanOrder
11/28/18 bacb Bond Application for CBS Agency .00
11/28/18 att Attachments .00
creditability & signature pages
11/28/18 Receipt 526769 49.00
01/03/19 rmr Regular Mail Returned/Not Complete .00
Robert L. Toborg
01/03/19 cos Certificate of Service supplemental .00
01/22/19 rmr Regular Mail Returned/Not Complete .00
Toborg, Robert
01/29/19 6k Notice to File Inventory 0085731 1.00
02/04/19 1ae Entry Increasing Bond 85703.00 5.00
CBS
02/04/19 4.2 Fiduciary's Bond / RLI Surety 1045703.00 .00
CBS
J. VanOrder
02/04/19 bacb Bond Application for CBS Agency .00
02/04/19 6.0 Inventory 678248.97 7.00
02/04/19 Receipt 530131 13.00
02/20/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/20/19 15bn Entry Authorizing Expenditure of Funds see Exhibit 5.00
(Non-Custodial) TAS
02/20/19 eb Exhibit .00
02/20/19 Receipt 531027 15.00
05/09/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/09/19 15bn Entry Authorizing Expenditure of Funds 3500.00 5.00
(Non-Custodial) RVM
05/09/19 Receipt 535703 15.00
06/14/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/14/19 att Attachments .00
06/14/19 15bn Entry Authorizing Expenditure of Funds 200.00 5.00
(Non-Custodial)
06/14/19 Receipt 537804 15.00
10/29/19 13k Notice to File Account 0085731 1.00
10/30/19 16k Notice to File 0085731 1.00
11/14/19 13a Fiduciary's Partial Account 01 22.00
11/14/19 13.1 Receipts and Disbursements .00
11/14/19 13.2 Assets Remaining in Fiduciary's Hands 550810.91 .00
11/14/19 ex Extra Pages 1.00
11/14/19 Receipt 546275 25.00
11/15/19 13e Entry Setting Hearing on Account .00
12/26/19 13h Judgment Entry Approving Partial Account .00
01/08/20 16m Citation to File 0085731 guar 5.00
01/08/20 vcos Certificate of Service for Virtual Mail .00
01/08/20 vcs Virtual Service Mail Sent 5.60
Adriann S McGee 309218
01/10/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/10/20 att Attachments .00
01/10/20 15bn Entry Authorizing Expenditure of Funds 2133.00 5.00
(Non-Custodial)
01/10/20 Receipt 549142 25.60
01/14/20 vcr Virtual Service Returned .00
ASM 309218
01/21/20 1ca Application for Attorney Fees 10.00
Adriann S. Mc Gee
01/21/20 fs Fee Schedule 2.00
01/21/20 c Copy .40
01/21/20 Receipt 549655 12.40
02/19/20 morf Magistrate's Order Regarding Fees 11012.50 .00
02/19/20 cos Certificate of Service .00
03/05/20 22n Guardian's Report 5.00
03/05/20 soe Statement of Expert Evaluation .00
03/05/20 Receipt 552428 5.00
04/14/20 1ae Entry Increasing Bond 300000.00 5.00
CBS
04/14/20 4.2 Fiduciary's Bond/RLI Surety 1345703.00 .00
CBS
J Vanorder
04/14/20 bacb Bond Application for CBS Agency .00
04/14/20 Receipt 553808 5.00
05/01/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/19/20 1cd Application for Fiduciary Fees 10.00
05/19/20 fs Fee Schedule .00
05/19/20 morf Magistrate's Order Regarding Fees 10970.26 .00
05/19/20 ex Extra Pages 2.00
05/19/20 Receipt 555095 12.00
05/19/20 l LETTER: cover .00
10/20/20 13k Notice to File Account 0085731 1.00
11/12/20 nc Notice of Change of Address of: .00
02/08/21 16k Notice to File 0085731 1.00
02/24/21 22n Guardian's Report 5.00
02/24/21 22ni Investigator Review of Guardian's Report .00
02/24/21 soe Statement of Expert Evaluation .00
02/24/21 Receipt 567906 5.00
02/25/21 13m Citation to File Account 0085731 fidy 5.00
02/25/21 vcos Certificate of Service for Virtual Mail .00
02/25/21 vcs Virtual Service Mail Sent 5.60
Adriann S McGee 364910
03/09/21 vcr Virtual Service Returned .00
ASM 364910
03/23/21 13a Fiduciary's Partial Account 02 23.00
03/23/21 13.1 Receipts and Disbursements .00
03/23/21 13.2 Assets Remaining in Fiduciary's Hands 402851.75 .00
03/23/21 l LETTER: .00
To Attorney For Court Costs
03/23/21 Receipt 569418 24.00
03/24/21 13e Entry Setting Hearing on Account .00
03/24/21 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
03/24/21 fs Fee Schedule .00
03/24/21 morf Magistrate's Order Regarding Fees 5558.86 .00
03/24/21 ex Extra Pages .40
03/24/21 Receipt 569527 22.00
05/04/21 13h Judgment Entry Approving Partial Account .00
06/11/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/16/21 1ca Application for Attorney Fees 10.00
11/16/21 fs Fee Schedule .00
11/16/21 morf Magistrate's Order Regarding Fees .00
11/16/21 ex Extra Pages 2.00
11/16/21 Receipt 580929 12.00
01/25/22 16k Notice to File 0085731 1.00
02/24/22 13k Notice to File Account 0085731 1.00
03/08/22 13a Fiduciary's Partial Account 03 23.00
03/08/22 13.1 Receipts and Disbursements .00
03/08/22 13.2 Assets Remaining in Fiduciary's Hands 301916.35 .00
03/08/22 l LETTER: .00
Retrun Check #083877 For Correct Court
Costs
03/09/22 13e Entry Setting Hearing on Account .00
03/15/22 15c Application to Release Funds to guardian .00
03/15/22 15d Entry Authorizing Release of Funds 28592.24 5.00
03/15/22 cc Certified Copy 1.00
03/15/22 Receipt 586653 6.00
03/17/22 Receipt 586734 25.00
04/19/22 13h Judgment Entry Approving Partial Account .00
04/26/22 16m Citation to File 0085731 guar 5.00
04/26/22 vcos Certificate of Service for Virtual Mail .00
04/26/22 vcs Virtual Service Mail Sent 6.18
Adriann S McGee 429756
05/05/22 22n Guardian's Report 5.00
05/05/22 22ni Investigator Review of Guardian's Report .00
05/05/22 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/05/22 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
05/05/22 Receipt 589499 16.18
10/23/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/04/22 dc Death Certificate .00
Franchis Michael Forgione
11/04/22 50m Application to Terminate 10.00
11/04/22 50p Entry Terminating and Ordering Final 12/20/2022 5.00
Account
11/07/22 Receipt 598646 15.00
12/12/22 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
12/12/22 fs Fee Schedule 2.00
12/12/22 morf Magistrate's Order Regarding Fees 2938.11 .00
12/12/22 Receipt 600273 12.00
12/15/22 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
12/15/22 fs Fee Schedule 2.00
12/15/22 morf Magistrate's Order Regarding Fees 1275.00 .00
12/15/22 Receipt 600460 12.00
12/21/22 dec Ward Deceased. .00
04/13/23 13.0 Fiduciary's Final Account 04 22.00
04/13/23 13.1 Receipts and Disbursements .00
04/13/23 ex Extra Pages 1.00
04/13/23 Receipt 606281 28.00
04/14/23 13e Entry Setting Hearing on Account .00
04/14/23 Pay out made through bookkeeper # 0000075557 .00
ACCT #: 000000000209 30.00
05/25/23 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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