Case Docket

Case Number: 604253  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SWOPE, DORIS E.
AKA :


Date Code Description Reference Receipt Cost
06/02/20 01 Case Number (Daily Reporter) 10.00
06/02/20 02 Forms 10.00
06/02/20 03 Docketing & Index 15.00
06/02/20 04 Computerized Legal Research 3.00
06/02/20 05 Computer Fee 10.00
06/02/20 07 Legal Aid Trust Fund 26.00
06/02/20 08 Dispute Resolution Fund 15.00
06/02/20 gi Guardianship Investigator's Expense 75.00
06/02/20 16 Special Projects Fund 15.00
06/02/20 cb COST BILL .00
06/02/20 17.0 Application for Appointment of Guardian 20.00
06/02/20 ge Entry Setting Hearing 08/11/2020 .00
2:00 PM
06/02/20 15.0 Next of Kin .00
06/02/20 15.1 Waiver of Notice .00
FCGSB, Jack R. Kullman Jr.
06/02/20 15.2 Guardian - Fiduciary's Acceptance .00
06/02/20 15.3 Affidavit of Additional Information .00
06/02/20 15.4 Guardian's Credibility Application .00
06/02/20 17ca Change of Address Information for .00
Guardianships
06/02/20 16.1 Affidavit of Custody .00
06/02/20 psoe Statement of Expert Evaluation .00
06/02/20 15.8 Adult Guardianship Service Information .00
06/03/20 cos Certificate of Service .00
06/03/20 vgcs Guardianship: Virtual Service Mail Sent 5.60
06/03/20 2y Notice of Hearing .00
Debra Halupnik 322170
06/12/20 nc Notice of Change of Address of: .00
06/16/20 vcr Virtual Service Returned .00
DH 322170
06/26/20 02 Forms 10.00
06/26/20 03 Docketing & Index 15.00
06/26/20 04 Computerized Legal Research 3.00
06/26/20 05 Computer Fee 10.00
06/26/20 08 Dispute Resolution Fund 15.00
06/26/20 16 Special Projects Fund 15.00
06/26/20 cb COST BILL .00
06/26/20 17.0 Application for Appointment of Guardian 20.00
06/26/20 ge Entry Setting Hearing 08/11/2020 .00
2:00 PM
06/26/20 15.0 Next of Kin .00
06/26/20 15.2 Guardian - Fiduciary's Acceptance .00
06/26/20 15.3 Affidavit of Additional Information .00
06/26/20 15.4 Guardian's Credibility Application .00
06/26/20 16.1 Affidavit of Custody .00
06/26/20 17ca Change of Address Information for .00
Guardianships
06/26/20 15.8 Adult Guardianship Service Information .00
06/26/20 Receipt 556637 292.60
07/24/20 mo Magistrate's Order Appointing Special 5.00
Process Server
07/30/20 2y Notice of Hearing - Zoom 8/11/2020 .00
2:00 PM
07/30/20 cos Certificate of Service .00
07/30/20 eb Exhibit .00
07/30/20 att Attachments .00
08/04/20 17.8 Investigator's Report .00
08/04/20 cos Certificate of Service Jennifer 4.00
Kincaid,LSW
08/04/20 ros Return of Service B. Allen,LSW .00
08/04/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/11/20 17d Magistrate's Decision .00
The Franklin County Guardianship Sevice CLW
Board is appointed guardian of the
person only of Doris Swope. Attorney
08/11/20 ex Adriann McGee is appoointed guardian of .00
the Estate Only of Doris Swope. Bond is
set at $40,000.00.
08/11/20 17c Findings of Fact .00
08/11/20 17b Notice To Attorneys and Parties .00
08/11/20 17n Entry Adopting Magistrate's Decision 5.00
08/11/20 cos Certificate of Service .00
08/12/20 cb COST BILL .00
08/12/20 igf Indigent Guardianship Fund 30.00
08/12/20 adl Additional Letters of Authority 2.00
08/12/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
08/12/20 15.9 Oath of Guardian .00
08/12/20 rgg Receipt of guardianship guide .00
08/13/20 dr Digital Record of Hearing CLW .00
08/11/2020
Zoom
08/17/20 cb COST BILL .00
08/17/20 igf Indigent Guardianship Fund 30.00
08/17/20 adl Additional Letters of Authority 2.00
08/17/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
08/17/20 15.9 Oath of Guardian .00
08/17/20 rgg Receipt of guardianship guide .00
08/17/20 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
C Carmell
08/17/20 bacb Bond Application for CBS Agency .00
08/17/20 att Attachments .00
creditability & signature pages
08/17/20 Receipt 558838 88.00
08/18/20 Pay out made through bookkeeper # 0000065767 .00
ACCT #: 000000000209 26.00
08/28/20 3.a Application to Appoint Appraiser .00
08/28/20 3.ae Entry Appointing Appraiser 97 5.00
Green
08/28/20 Receipt 559521 5.00
09/30/20 1ae Entry Increasing Bond 16000.00 5.00
CBS
09/30/20 4.2 Fiduciary's Bond/RLI Surety 56000.00 .00
CBS
N Romanelli
09/30/20 bacb Bond Application for CBS Agency .00
09/30/20 Receipt 561101 5.00
09/30/20 15c Application to Release Funds .00
09/30/20 15d Entry Authorizing Release of Funds 9270.98 5.00
520.63
09/30/20 cc Certified Copy 1.00
09/30/20 Receipt 561102 6.00
11/16/20 1ca Application for Attorney Fees 10.00
11/16/20 fs Fee Schedule .00
11/16/20 morf Magistrate's Order Regarding Fees 1189.10 .00
Adriann S. McGee
11/16/20 Receipt 563384 10.00
02/24/21 6.0 Inventory 165317.66 7.00
MC GEE, ADRIANN S. (fidy)
02/24/21 Receipt 567896 7.00
03/01/21 15c Application to Release Funds .00
03/01/21 15d Entry Authorizing Release of Funds 5.00
03/01/21 cc Certified Copy 1.00
03/01/21 Receipt 568115 6.00
04/07/21 nc Notice of Change of Address of: .00
Doris E.Swope
07/06/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/13/21 16ek eNotice to File Sent To fidy .00
07/16/21 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
07/16/21 22p Annual Guardianship Plan .00
07/16/21 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
07/20/21 13k Notice to File Account 0085731 1.00
07/30/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/30/21 att Attachments .00
07/30/21 15bn Entry Authorizing Expenditure of Funds 1695.00 5.00
(Non-Custodial)
07/30/21 Receipt 575738 15.00
08/05/21 13a Fiduciary's Partial Account 01 22.00
MC GEE, ADRIANN S. (fidy)
08/05/21 13.1 Receipts and Disbursements .00
08/05/21 13.2 Assets Remaining in Fiduciary's Hands 142510.41 .00
08/05/21 Receipt 576036 22.00
08/06/21 13e Entry Setting Hearing on Account .00
08/06/21 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
08/06/21 fs Fee Schedule .00
08/06/21 morf Magistrate's Order Regarding Fees 1578.31 .00
08/06/21 Receipt 576098 11.00
08/12/21 Receipt 576341 5.00
08/13/21 Pay out made through bookkeeper # 0000069299 .00
ACCT #: 000000000209 1.00
09/16/21 13h Judgment Entry Approving Partial Account .00
10/14/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/14/21 eb Exhibit A-B .00
10/14/21 15bn Entry Authorizing Expenditure of Funds 3500.00 5.00
(Non-Custodial)
10/14/21 Receipt 579330 15.00
10/15/21 9.7 Application to Transfer Motor Vehicle .00
10/15/21 9.8 Entry Approving Transfer of Motor chev 5.00
Vehicle 1997
10/15/21 ca Copy of Auto Title .00
10/15/21 cc Certified Copy 2.00
10/15/21 Receipt 579401 7.00
11/24/21 10j Consent to Power to Sell Real Estate 1.00
Debra Halupnik
11/24/21 att Attachments .00
06/21/22 16ek eNotice to File Sent To fidy .00
07/05/22 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
07/05/22 22p Annual Guardianship Plan .00
07/05/22 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
07/05/22 22ni Investigator Review of Guardian's Report .00
07/06/22 13k Notice to File Account 0085731 1.00
08/15/22 3.a Application to Appoint Appraiser .00
08/15/22 3.ae Entry Appointing Appraiser 34 5.00
08/15/22 Receipt 594356 6.00
10/07/22 6n Appraiser's Certificate V 3.00
10/07/22 Receipt 597124 3.00
11/07/22 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
11/07/22 fs Fee Schedule .00
11/07/22 morf Magistrate's Order Regarding Fees 1532.73 .00
11/07/22 13a Fiduciary's Partial Account 02 22.00
MC GEE, ADRIANN S. (fidy)
11/07/22 13.1 Receipts and Disbursements .00
11/07/22 13.2 Assets Remaining in Fiduciary's Hands 140790.12 .00
11/07/22 Receipt 598591 38.00
11/07/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/08/22 13e Entry Setting Hearing on Account .00
11/08/22 Pay out made through bookkeeper # 0000073976 .00
ACCT #: 000000000209 17.00
12/20/22 13h Judgment Entry Approving Partial Account .00
04/06/23 6n Appraiser's Certificate v 3.00
Gerald Robins
04/06/23 Receipt 605893 3.00
04/06/23 10j Consent to Power to Sell Real Estate 1.00
Debra Halupnik
06/06/23 16ek eNotice to File Sent To fidy .00
06/12/23 1ae Entry Increasing Bond 224000.00 5.00
RLI
06/12/23 4.2 Fiduciary's Bond 280000.00 .00
RLI
06/12/23 poa Power of Attorney .00
06/12/23 bacb Bond Application for CBS Agency .00
06/12/23 Receipt 609335 5.00
06/16/23 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
06/16/23 22p Annual Guardianship Plan .00
06/16/23 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
06/26/23 22ni Investigator Review of Guardian's Report .00
10/03/23 l LETTER:Cover Letter. 09/27/2023 .00
10/03/23 13a Fiduciary's Partial Account 03 22.00
MC GEE, ADRIANN S. (fidy)
10/03/23 13.1 Receipts and Disbursements .00
10/03/23 13.2 Assets Remaining in Fiduciary's Hands 139021.72 .00
10/03/23 Receipt 614857 28.00
10/04/23 13e Entry Setting Hearing on Account .00
10/04/23 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
10/04/23 fs Fee Schedule .00
10/04/23 morf Magistrate's Order Regarding Fees 1748.28 .00
10/04/23 Receipt 614925 10.00
10/04/23 Void Receipt 614925 10.00
10/04/23 Receipt 614927 10.00
10/04/23 Pay out made through bookkeeper # 0000077444 .00
ACCT #: 000000000209 26.00
10/05/23 Pay out made through bookkeeper # 0000077453 .00
ACCT #: 000000000209 5.00
11/15/23 13h Judgment Entry Approving Partial Account .00
12/21/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/20/24 16ek eNotice to File Sent To fidy .00
07/11/24 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
07/11/24 22p Annual Guardianship Plan .00
07/11/24 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
07/15/24 22ni Investigator Review of Guardian's Report .00
09/03/24 13k Notice to File Account 0085731 1.00
09/30/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
09/30/24 fs Fee Schedule .00
09/30/24 morf Magistrate's Order Regarding Fees 2148.60 .00
09/30/24 13a Fiduciary's Partial Account 04 22.00
MC GEE, ADRIANN S. (fidy)
09/30/24 13.1 Receipts and Disbursements .00
09/30/24 13.2 Assets Remaining in Fiduciary's Hands 140133.09 .00
09/30/24 Receipt 632908 33.00
10/01/24 13e Entry Setting Hearing on Account .00
10/07/24 gcf Guardianship Complaint Filed 001 .00
Messina, Melissa
10/08/24 Receipt 633323 5.00
10/08/24 gcn Guardian Notified of Complaint 10/08/2024 .00
001
10/09/24 l LETTER: 10/08/2024 .00
TO: GSB
FROM: Eric R. Horvath
10/09/24 mo Magistrate's Order Setting Hearing 10/09/2024 5.00
2:00 PM
10/09/24 cos Certificate of Service .00
10/09/24 mo AMENDED Magistrate's Order Setting 10/11/2024 .00
Hearing 2:00 PM
10/09/24 cos Certificate of Service .00
10/10/24 gcdv Notification of Disposition of 10/08/2024 .00
Guardianship Complaint 001
10/10/24 att Attachments .00
10/11/24 cc Certified Copy 2.00
10/11/24 Receipt 633579 2.00
10/11/24 dr Digital Record of Hearing MCD .00
10/11/2024 / 22A
2:04:06pm-2:34:15pm
10/14/24 mo Magistrate's Order MCD 5.00
-Ms McGee is ORDERED to provide court
with a list of all wards for whom she
10/14/24 ex Ms McGee is further ORDERED to send a .00
copy of this decision to the FCBE & also
rep of the FC Prosecutor's Office with
whom she has been dealing on this issue
10/14/24 ex Ms McGee is ORDERED to give notice in .00
writing to FCBE that she is rescinding
all of the voter registrations she has
filed for her wards on 10/25/2024
10/14/24 cos Certificate of Service .00
10/14/24 cos Certificate of Service supplemental .00
10/17/24 Receipt 633826 5.00
10/17/24 l LETTER: 10/16/2024 .00
TO: Ms. Adriann S. McGee, Esq.
FROM: Eric R. Horvath
10/17/24 l LETTER: 10/16/2024 .00
TO: Ms. Melissa Messina
FROM: Eric R. Horvath
11/12/24 13h Judgment Entry Approving Partial Account .00
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/12/25 16ek eNotice to File Sent To fidy .00
06/23/25 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
06/23/25 22p Annual Guardianship Plan .00
06/23/25 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
06/23/25 17.1e Entry Dispensing with the Filing of HLS 5.00
Subsequent Statements of Expert
Evaluation
FCGSB, BY DESIGNEE (fidy)
06/23/25 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
06/27/25 22ni Investigator Review of Guardian's Report .00
09/03/25 13k Notice to File Account 0085731 1.00
09/15/25 13a Fiduciary's Partial Account 05 23.00
MC GEE, ADRIANN S. (fidy)
09/15/25 13.1 Receipts and Disbursements .00
09/15/25 13.2 Assets Remaining in Fiduciary's Hands 182.37 .00
09/15/25 1cd Application for Fiduciary Fees 12.00
Adriann S. McGee.
09/15/25 fs Fee Schedule .00
09/15/25 1ce Entry Approving Fiduciary Fees 1756.70 .00
0.00
09/15/25 Receipt 651276 51.00
09/16/25 13e Entry Setting Hearing on Account .00
09/18/25 1b Application to Reduce Bond 5.00
09/18/25 1be Entry to Reduce Bond 48000.00 5.00
RLI
09/18/25 Receipt 651468 10.00
10/27/25 13h Judgment Entry Approving Partial Account .00
02/10/26 50m Application to Terminate 10.00
02/10/26 obit Obituary .00
02/10/26 50p Application to Terminate 05/05/2026 5.00
MC GEE, ADRIANN S. (fidy)
02/10/26 Receipt 659497 15.00
02/19/26 e Entry Mackey (tps) 5.00
The guardian shall file a final account
by May 5, 2026
02/19/26 50m Application to Terminate 10.00
Person Only
02/19/26 obit Obituary 01/01/2026 .00
Doris E Swope
02/19/26 50n Entry Terminating and Dispensing with Y 5.00
Final Account
Guard of Estate, separate entry, ordered
to file a final acct by 5/5/26
04/06/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
06/11/26 1cd Application for Fiduciary Fees 11.00
Adriann S. McGee
06/11/26 fs Fee Schedule .00
06/11/26 morf Magistrate's Order Regarding Fees 2012.10 .00
Tas
06/11/26 13.0 Fiduciary's Final Account 06 22.00
MC GEE, ADRIANN S. (fidy)
06/11/26 13.1 Receipts and Disbursements .00
06/11/26 Receipt 667107 53.00
06/12/26 13e Entry Setting Hearing on Account .00
07/27/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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