Case Docket

Case Number: 605056  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : GOLDSON, JAMES I.
AKA :


Date Code Description Reference Receipt Cost
07/28/20 01 Case Number (Daily Reporter) 10.00
07/28/20 02 Forms 10.00
07/28/20 03 Docketing & Index 15.00
07/28/20 04 Computerized Legal Research 3.00
07/28/20 05 Computer Fee 10.00
07/28/20 07 Legal Aid Trust Fund 26.00
07/28/20 08 Dispute Resolution Fund 15.00
07/28/20 gi Guardianship Investigator's Expense 75.00
07/28/20 16 Special Projects Fund 15.00
07/28/20 cb COST BILL .00
07/28/20 17.0 Application for Appointment of Guardian 20.00
07/28/20 ge Entry Setting Hearing 09/08/2020 .00
via Zoom 10:00 am
07/28/20 eb Exhibit A .00
07/28/20 15.0 Next of Kin .00
07/28/20 15.1 Waiver of Notice .00
Jack R. Kullman, Jr.
07/28/20 15.2 Guardian - Fiduciary's Acceptance .00
07/28/20 15.3 Affidavit of Additional Information .00
07/28/20 15.4 Guardian's Credibility Application .00
07/28/20 16.1 Affidavit of Custody .00
07/28/20 17ca Change of Address Information for .00
Guardianships
07/28/20 psoe Statement of Expert Evaluation .00
07/28/20 15.8 Adult Guardianship Service Information .00
07/28/20 2y Notice of Hearing .00
07/28/20 cos Certificate of Service .00
07/28/20 vgcs Guardianship: Virtual Service Mail Sent 11.20
Anastasia Holub
Kandance Owens
08/04/20 vcr Virtual Service Returned .00
AH 322750
08/11/20 vcr Virtual Service Returned .00
KO 322767
08/27/20 17.8 Investigator's Report .00
08/27/20 cos Certificate of Service 10.00
08/27/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/08/20 cb COST BILL .00
09/08/20 igf Indigent Guardianship Fund 30.00
09/08/20 adl Additional Letters of Authority 2.00
09/08/20 17d Magistrate's Decision Wambaugh .00
GCGSB is appointed guardian of the
person, bond waived
09/08/20 17b Notice To Attorneys and Parties .00
09/08/20 17c Findings of Fact .00
09/08/20 17n Entry Adopting Magistrate's Decision 5.00
09/08/20 cos Certificate of Service .00
09/08/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
09/08/20 15.9 Oath of Guardian .00
09/08/20 rgg Receipt of guardianship guide .00
09/17/20 app Application .00
09/17/20 e Entry 5.00
10/13/20 app Application .00
10/13/20 e Entry Worthington 5.00
10/13/20 eb Exhibit A .00
12/07/20 app Application to direct US Bank to issue .00
check payable to FDLIC in the amount of
$9500.00 to the FCGSB
12/07/20 e Entry Stone 5.00
12/07/20 eb Exhibit A .00
01/05/21 app Application directing JCPenney benefits .00
to provide acct statements summarizing
Mr. Goldson's retirement benefits &
provide fin institution recipient to GSB
01/05/21 e Entry MCD 5.00
01/05/21 eb Exhibit A .00
01/21/21 app Application to move the court for an .00
order directing U.S Bank to issue a
check payable to OSU Wexner Med Center
01/21/21 e Entry approving U.S Bank to issue check 5.00
to OSU wexner Med Center
01/21/21 att Attachments .00
01/29/21 nc Notice of Change of Address of: .00
James I. Goldson
01/29/21 app Application for and order to redirecting .00
US Bank to issue a cashier's check
payable to Frnaklin County Probate
Court
01/29/21 e Entry 287.20 5.00
01/29/21 app Application to redirecting US Bank to .00
issue a check payable to Medcare
Ambulance
01/29/21 e Entry 210.00 5.00
01/29/21 eb Exhibit A .00
02/11/21 Receipt 567344 287.20
02/18/21 app Application to direct U.S. Bank to issue .00
a check payable to Highbanks Care Center
$6955.74 & provide to an authorized rep
from FCGSB
02/18/21 e Entry Stone 5.00
02/18/21 att Attachments .00
02/19/21 app Application directing U.S. Bank to .00
provide all acct statements to a rep
from the FCGSB frm 11/01/20 to present
for Mr. Goldson's bank accts
02/19/21 e Entry MCD 5.00
04/02/21 cb COST BILL .00
04/02/21 02 Forms 10.00
04/02/21 03 Docketing & Index 15.00
04/02/21 04 Computerized Legal Research 3.00
04/02/21 05 Computer Fee 10.00
04/02/21 07 Legal Aid Trust Fund 26.00
04/02/21 08 Dispute Resolution Fund 15.00
04/02/21 16 Special Projects Fund 15.00
04/02/21 17.0 Application for Appointment of Guardian 20.00
04/02/21 ge Entry Setting Hearing 05/10/2021 .00
via zoom 11:00 AM
04/02/21 eb Exhibit A .00
04/02/21 15.0 Next of Kin .00
04/02/21 15.2 Guardian - Fiduciary's Acceptance .00
04/02/21 15.3 Affidavit of Additional Information .00
04/02/21 15.4 Guardian's Credibility Application .00
04/02/21 15.8 Adult Guardianship Service Information .00
04/02/21 16.1 Affidavit of Custody .00
04/02/21 17ca Change of Address Information for .00
Guardianships
04/02/21 2y Notice of Hearing on App for Appointment .00
of Guardianship
04/02/21 vgcs Guardianship: Virtual Service Mail Sent 5.60
Anastasia Holub 371659
Kandance Owens 371666
04/02/21 cos Certificate of Service .00
04/02/21 gi Guardianship Investigator's Expense 75.00
04/02/21 Receipt 569992 194.60
04/12/21 Pay out made through bookkeeper # 0000068061 .00
ACCT #: 000000000209 4.40
04/14/21 vcr Virtual Service Returned .00
AH 371659
04/19/21 cb COST BILL .00
04/19/21 02 Forms 10.00
04/19/21 03 Docketing & Index 15.00
04/19/21 04 Computerized Legal Research 3.00
04/19/21 05 Computer Fee 10.00
04/19/21 08 Dispute Resolution Fund 15.00
04/19/21 16 Special Projects Fund 15.00
04/19/21 17.0 Application for Appointment of Guardian 20.00
04/19/21 15.0 Next of Kin .00
04/19/21 15.1 Waiver of Notice .00
Candice Owens
04/19/21 15.2 Guardian - Fiduciary's Acceptance .00
04/19/21 15.3 Affidavit of Additional Information .00
04/19/21 15.4 Guardian's Credibility Application .00
04/19/21 15.8 Adult Guardianship Service Information .00
04/19/21 p Passport .00
Owens, Candice
04/19/21 Receipt 570675 108.00
04/20/21 mo Magistrate's Order Appointing Special Clous 5.00
Process Server
04/20/21 Pay out made through bookkeeper # 0000068183 .00
ACCT #: 000000000209 91.00
04/21/21 cos Certificate of Service to Candice .00
Owens.
04/28/21 bcr Background Check Received .00
Candice Owens
05/03/21 17.8 Investigator's Report .00
05/03/21 cos Certificate of Service Erik von 4.00
Frese
05/03/21 ros Return of Service Penny .00
Russell
05/03/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/10/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/10/21 17d Magistrate's Decision Gadd .00
Candice Owens be appointed guardian of
the ESTATE only of James Goldson. Bond
is set at $75,000.00
05/10/21 17b Notice To Attorneys and Parties .00
05/10/21 17c Findings of Fact .00
05/10/21 cos Certificate of Service .00
05/10/21 dr Digital Record of Hearing MNG .00
05/10/21
Zoom
05/24/21 mo Magistrate's Order 5.00
05/24/21 att Attachments .00
05/24/21 cos Certificate of Service .00
06/02/21 cor Correspondence Received (NOT EVIDENCE) .00
06/11/21 m Motion For Review Hearing .00
06/11/21 cos Certificate of Service .00
06/11/21 l LETTER: Email from Candice Owens .00
CORRISPONDENCE RCEIVED NOT
EVIDENCE
06/11/21 cor Correspondence Received (NOT EVIDENCE) .00
06/11/21 17d Magistrate's Decision AMENDED .00
Accordingly, it is the recommendation
of this magistrate that Adriann McGee be
appointed guardian of the Estate of
06/11/21 ex James Goldson. Bond int the amount of .00
$75,000.00 shall be presented to the
court.
06/11/21 17c Findings of Fact .00
06/11/21 17b Notice To Attorneys and Parties .00
06/11/21 cos Certificate of Service .00
07/02/21 gcf Guardianship complaint filed 001 .00
Goldson-Owens, Candice
07/02/21 gcn Guardian notified of complaint 07/02/2021 .00
001
07/02/21 gcn Guardian notified of complaint 07/02/2021 .00
001
07/02/21 l LETTER: To Ms. Goldson-Owens .00
From Melissa Kaufman
07/02/21 17n Entry Adopting Magistrate's Decision 5.00
07/02/21 cos Certificate of Service .00
07/07/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/13/21 cb COST BILL .00
07/13/21 igf Indigent Guardianship Fund 30.00
07/13/21 adl Additional Letters of Authority 2.00
07/13/21 15.5 Entry Appointing Guardian, Letter of MG 5.00
Authority
MC GEE, ADRIANN S. (fidy)
07/13/21 15.9 Oath of Guardian .00
07/13/21 4.2 Fiduciary's Bond/RLI Surety 75000.00 .00
CBS
N Romanelli
07/13/21 bacb Bond Application for CBS Agency .00
07/13/21 att Credability & Signature Pages .00
07/13/21 Receipt 574791 56.00
07/19/21 mc MEMORANDUM CONTRA complaint .00
07/19/21 cos Certificate of Service .00
08/10/21 16ek eNotice to File Sent To fidy .00
08/10/21 15c Application to Release Funds to Guardian .00
08/10/21 15d Entry Authorizing Release of Funds 827.91 5.00
Prudential whole Life Policy ...858
08/10/21 cc Certified Copy 1.00
08/10/21 Receipt 576229 6.00
08/25/21 11a Resignation of Fiduciary 5.00
08/25/21 11c Entry Accepting Resignation of Fiduciary TAS .00
08/27/21 gcdv Notification of disposition of 07/02/2021 .00
guardianship complaint 001
08/27/21 att Attachments .00
08/27/21 l LETTER: to Candice Goldson-Owens .00
from Leslie Williams
08/27/21 l LETTER: to James Goldson .00
from Leslie Williams
08/27/21 mo Magistrate's Order Complaint Disposition MCD 5.00
08/31/21 02 Forms 10.00
08/31/21 03 Docketing & Index 15.00
08/31/21 04 Computerized Legal Research 3.00
08/31/21 05 Computer Fee 10.00
08/31/21 07 Legal Aid Trust Fund 26.00
08/31/21 08 Dispute Resolution Fund 15.00
08/31/21 16 Special Projects Fund 15.00
08/31/21 gi Guardianship Investigator's Expense 75.00
08/31/21 cb COST BILL Candice Owens - Succ App P/OA .00
08/31/21 17.0 Application for Appointment of Guardian 20.00
08/31/21 ge Entry Setting Hearing 10/20/2021 .00
9:00 AM
08/31/21 eb Exhibit ZOOM .00
08/31/21 15.0 Next of Kin .00
08/31/21 15.1 Waiver of Notice Blank .00
08/31/21 15.2 Guardian - Fiduciary's Acceptance .00
08/31/21 15.3 Affidavit of Additional Information .00
MISSING PAGE 2
08/31/21 15.4 Guardian's Credibility Application .00
08/31/21 15.8 Adult Guardianship Service Information .00
08/31/21 dl Copy of Driver's License of: .00
Candice Owens
08/31/21 2y Notice of Hearing .00
Anastasia Holub 391954
Karin Bennett 391947
08/31/21 cos Certificate of Service .00
08/31/21 vgcs Guardianship: Virtual Service Mail Sent 12.36
08/31/21 cos Certificate of Service .00
08/31/21 Receipt 577145 199.00
08/31/21 15c Application to Release Funds .00
08/31/21 15d Entry Authorizing Release of Funds TAS 5.00
08/31/21 cc Certified Copy 1.00
08/31/21 Receipt 577176 6.00
09/08/21 vcr Virtual Service Returned .00
AH 391954
09/21/21 17.8 Investigator's Report .00
09/21/21 cos Certificate of Service Leslie 20.00
Williams
09/29/21 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
09/29/21 22p Annual Guardianship Plan .00
09/29/21 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
09/29/21 22ni Investigator Review of Guardian's Report .00
09/30/21 vcmw Virtual Service Returned/NO SERVICE .00
09/30/21 att Attachments .00
09/30/21 cos Certificate of Service .00
10/21/21 dr Digital Record of Hearing CLW .00
10/20/2021 ZOOM
10/22/21 17d Magistrate's Decision .00
Accordinlgy, Candice Owens is appointed CLW
successor guardian of the person only of
James Goldson.
10/22/21 17c Findings of Fact .00
10/22/21 17b Notice To Attorneys and Parties .00
10/22/21 17n Entry Adopting Magistrate's Decision 5.00
10/22/21 l LETTER: APpt costs due .00
11/02/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
11/02/21 cos Certificate of Service .00
11/02/21 igf Indigent Guardianship Fund 30.00
11/02/21 adl Additional Letters of Authority 1.00
11/02/21 cb COST BILL .00
11/02/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
OWENS, CANDICE (fidy)
11/02/21 15.9 Oath of Guardian .00
11/02/21 adl Additional Letters of Authority 1.00
11/02/21 Receipt 580200 79.36
11/12/21 6.0 Inventory 32244.42 7.00
MC GEE, ADRIANN S. (fidy)
11/12/21 Receipt 580719 7.00
11/16/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/16/21 15bn Entry Authorizing Expenditure of Funds 541.87 5.00
(Non-Custodial)
11/16/21 Receipt 580848 15.00
12/06/21 1ca Application for Attorney Fees 10.00
Adriann S McGee
12/06/21 fs Fee Schedule .00
12/06/21 morf Magistrate's Order Regarding Fees 1004.60 .00
12/06/21 Receipt 581794 10.00
02/11/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/11/22 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
02/11/22 Receipt 584899 15.00
02/17/22 gcf Guardianship complaint filed 002 .00
Goldson-Owens, Candice
02/17/22 att Attachments .00
02/17/22 gcn Guardian notified of complaint 02/17/2022 .00
002
02/17/22 l LETTER: to Candice Goldson-Owens .00
from Leslie Williams
03/01/22 rtc Response To a Complaint .00
03/28/22 gcd Notification of disposition of 02/17/2022 .00
guardianship complaint 002
03/28/22 att Attachments .00
03/28/22 l LETTER: to Candice Goldson-Owens .00
from Leslie Williams
03/28/22 l LETTER: to Adrian S. McGee .00
from Leslie Williams
03/28/22 mo Magistrate's Order Complaint Disposition HJW 5.00
06/14/22 13k Notice to File Account 0085731 1.00
07/01/22 gcf Guardianship Complaint Filed .00
Owens, Candice 003
07/01/22 gcn Guardian Notified of Complaint 07/01/2022 .00
003
07/01/22 l LETTER: .00
To Ms Ownes From Melissa Kaufman
07/22/22 13a Fiduciary's Partial Account 01 22.00
MC GEE, ADRIANN S. (fidy)
07/22/22 13.1 Receipts and Disbursements .00
07/22/22 13.2 Assets Remaining in Fiduciary's Hands 1316.63 .00
07/22/22 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
07/22/22 fs Fee Schedule 4.00
07/22/22 morf Magistrate's Order Regarding Fees 2421.26 .00
07/22/22 Receipt 593210 14.00
07/25/22 13e Entry Setting Hearing on Account .00
07/25/22 Receipt 593242 6.00
07/25/22 Pay out made through bookkeeper # 0000072775 .00
ACCT #: 000000000209 28.00
07/26/22 Pay out made through bookkeeper # 0000072793 .00
ACCT #: 000000000209 8.00
08/08/22 mo Magistrate's Order Green 5.00
08/08/22 gcdv Notification of Disposition of 07/01/2022 .00
Guardianship Complaint 003
08/08/22 l LETTER: Ms. Candace Owens .00
08/08/22 l Letter: To Ms. Adriann McGee, Esq. .00
08/23/22 nc Notice of Change of Address of: .00
James I Goldson
09/06/22 13h Judgment Entry Approving Partial Account .00
10/04/22 16k Notice to File Sent To fidy 1.00
11/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/21/23 16m Citation to File sent to guar 5.00
03/21/23 vcos Certificate of Service for Virtual Mail .00
03/21/23 vcs Virtual Service Mail Sent 6.85
Candice Owens 484892
04/05/23 22n Guardian's Report 5.00
OWENS, CANDICE (fidy)
04/07/23 22ni Investigator Review of Guardian's Report .00
04/20/23 soe Statement of Expert Evaluation .00
OWENS, CANDICE (fidy)
06/27/23 13k Notice to File Account 0085731 1.00
07/07/23 Receipt 610480 45.85
08/04/23 13a Fiduciary's Partial Account 02 22.00
MC GEE, ADRIANN S. (fidy)
08/04/23 13.1 Receipts and Disbursements .00
08/04/23 13.2 Assets Remaining in Fiduciary's Hands 1915.68 .00
08/04/23 Receipt 611991 22.00
08/07/23 13e Entry Setting Hearing on Account .00
08/09/23 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
08/09/23 fs Fee Schedule .00
08/09/23 morf Magistrate's Order Regarding Fees 1243.50 .00
08/09/23 Receipt 612202 10.00
08/10/23 Pay out made through bookkeeper # 0000076878 .00
ACCT #: 000000000209 3.00
09/18/23 13h Judgment Entry Approving Partial Account .00
09/19/23 gcf Guardianship Complaint Filed 004 .00
Goldson- Owens, Candice #004
09/19/23 l LETTER: to Ms. Adrianne Mc Gee .00
09/19/23 l LETTER: to Ms. Candace Goldson-Owens .00
09/19/23 gcn Guardian Notified of Complaint 09/19/2023 .00
004
09/28/23 gcd Notification of Disposition of 09/19/2023 .00
Guardianship Complaint 004
09/28/23 att Attachments .00
09/28/23 l LETTER: to Candace Goldson-Owens .00
from Melissa Kaufman
09/28/23 l LETTER: to Adriann S McGee .00
from Melissa Kaufman
09/28/23 mo Magistrate's Order Complaint Disposition HJW 5.00
-Submit Amended Complaint Disposition to
Magistrate on or before 01/26/2024
12/14/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/11/24 17.8g Court Investigator's Comments Kaufman .00
01/11/24 mo Magistrate's Order Ordering Termination Worthington 5.00
of Guardianship Estate
01/11/24 cos Certificate of Service .00
01/30/24 50m Application to Terminate Guardianship 10.00
01/30/24 50p Entry Terminating and Ordering Final 03/29/2024 5.00
Account
MC GEE, ADRIANN S. (fidy)
01/30/24 Receipt 620576 15.00
02/05/24 Receipt 620874 10.00
03/06/24 16k Notice to File Sent To fidy 1.00
03/22/24 23k Notice to File Expert Evaluation Sent To fidy 1.00
03/22/24 22n Guardian's Report 5.00
OWENS, CANDICE (fidy)
03/25/24 Receipt 623248 6.00
04/10/24 soe Statement of Expert Evaluation .00
OWENS, CANDICE (fidy)
05/24/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
05/24/24 fs Fee Schedule .00
05/24/24 morf Magistrate's Order Regarding Fees 695.43 .00
05/24/24 Receipt 626547 11.00
08/13/24 13m Citation to File Account 0085731 fidy 5.00
08/13/24 vcos Certificate of Service for Virtual Mail .00
08/13/24 vcs Virtual Service Mail Sent 8.16
Adirann S McGee 011763
08/20/24 vcr Virtual Service Returned .00
F02 011763
09/26/24 l LETTER:Cover Letter. 09/24/2024 .00
09/26/24 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee. 733.14
71.00
09/26/24 fs Fee Schedule .00
09/26/24 eb Exhibit:A-C. .00
09/26/24 morf Magistrate's Order Regarding Fees Denied .00
This application was already granted on 733.14
05/24/2024. 71.00
09/26/24 13a Fiduciary's Partial Account 03 22.00
MC GEE, ADRIANN S. (fidy)
09/26/24 13.1 Receipts and Disbursements .00
09/26/24 13.2 Assets Remaining in Fiduciary's Hands 240.00 .00
09/26/24 ref No Refund Issued: $1.00 or less 1.00
09/26/24 Receipt 632741 33.00
09/27/24 13e Entry Setting Hearing on Account .00
10/08/24 Receipt 633322 13.16
10/24/24 rmr Regular Mail Returned/Not Complete .00
Candice Owens
11/07/24 13h Judgment Entry Approving Partial Account .00
02/24/25 16k Notice to File Sent To fidy 1.00
03/10/25 23k Notice to File Expert Evaluation Sent To fidy 1.00
03/13/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/06/25 22n Guardian's Report 5.00
OWENS, CANDICE (fidy)
05/06/25 soe Statement of Expert Evaluation .00
OWENS, CANDICE (fidy)
05/06/25 Receipt 643966 6.00
05/13/25 22ni Investigator Review of Guardian's Report .00
08/26/25 13k Notice to File Account 0085731 1.00
04/06/26 16k Notice to File Sent To fidy 1.00
04/06/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/04/26 22n Guardian's Report 5.00
OWENS, CANDICE (fidy)
05/04/26 soe Statement of Expert Evaluation .00
OWENS, CANDICE (fidy)
05/11/26 Receipt 665248 8.00
08/18/26 13.0 Fiduciary's Final Account 04 22.00
MC GEE, ADRIANN S. (fidy)
08/18/26 13.1 Receipts and Disbursements .00
08/18/26 Receipt 671123 22.00
08/19/26 13e Entry Setting Hearing on Account .00
BALANCE DUE .00
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