Case Docket

Case Number: 605649  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : SPENCER, ALLEN P.
AKA :


Date Code Description Reference Receipt Cost
09/02/20 01 Case Number (Daily Reporter) 10.00
09/02/20 02 Forms 10.00
09/02/20 03 Docketing & Index 15.00
09/02/20 04 Computerized Legal Research 3.00
09/02/20 05 Computer Fee 10.00
09/02/20 07 Legal Aid Trust Fund 26.00
09/02/20 08 Dispute Resolution Fund 15.00
09/02/20 gi Guardianship Investigator's Expense 75.00
09/02/20 16 Special Projects Fund 15.00
09/02/20 cb COST BILL .00
09/02/20 vgcs Guardianship: Virtual Service Mail Sent 11.20
09/02/20 17.0 Application for Appointment of Guardian 20.00
GSB
09/02/20 ge Entry Setting Hearing 10/05/2020 .00
via Zoom 2:00 pm
09/02/20 eb Exhibit A .00
09/02/20 15.0 Next of Kin .00
09/02/20 15.1 Waiver of Notice .00
Jack R. Kullman, Jr.
09/02/20 15.2 Guardian - Fiduciary's Acceptance .00
09/02/20 15.3 Affidavit of Additional Information .00
09/02/20 15.4 Guardian's Credibility Application .00
09/02/20 16.1 Affidavit of Custody .00
09/02/20 17ca Change of Address Information for .00
Guardianships
09/02/20 psoe Statement of Expert Evaluation .00
09/02/20 15.8 Adult Guardianship Service Information .00
09/04/20 cb COST BILL .00
09/04/20 17.0 Application for Appointment of Guardian 20.00
Adriann Mc Gee
09/04/20 02 Forms 10.00
09/04/20 03 Docketing & Index 15.00
09/04/20 04 Computerized Legal Research 3.00
09/04/20 05 Computer Fee 10.00
09/04/20 08 Dispute Resolution Fund 15.00
09/04/20 16 Special Projects Fund 15.00
09/04/20 ge Entry Setting Hearing 10/05/2020 .00
viz Zoom 2:00 pm
09/04/20 eb Exhibit A .00
09/04/20 15.0 Next of Kin .00
09/04/20 15.2 Guardian - Fiduciary's Acceptance .00
09/04/20 15.3 Affidavit of Additional Information .00
09/04/20 15.4 Guardian's Credibility Application .00
09/04/20 15.8 Adult Guardianship Service Information .00
09/04/20 16.1 Affidavit of Custody .00
09/04/20 17ca Change of Address Information for .00
Guardianships
09/04/20 psoe Statement of Expert Evaluation .00
09/08/20 2y Notice of Hearing .00
09/08/20 cos Certificate of Service .00
09/08/20 vgcs Guardianship: Virtual Service Mail Sent .00
Mary Ann Spencer 350517
Vicki Spencer 350524
09/10/20 Receipt 560107 298.20
09/15/20 vcr Virtual Service Returned .00
VS 350524
09/15/20 vcr Virtual Service Returned .00
MAS 350517
09/29/20 17.8 Investigator's Report .00
09/29/20 cos Certificate of Service Jennifer 13.00
Kincaid,LSW
09/29/20 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/05/20 1da Application for Continuance of Hearing .00
10/05/20 1de Entry Continuing Hearing 11/04/2020 5.00
9:00 A.M.
11/04/20 rgg Receipt of guardianship guide .00
11/04/20 15.9 Oath of Guardian .00
11/04/20 17d Magistrate's Decision Gadd .00
FCGSB is appointed guardian of the
person & Adriann McGee is appointed
guardian of the estate. Bond is set at
11/04/20 ex 40000.00 which has already been .00
provided to the court.
11/04/20 17b Notice To Attorneys and Parties .00
11/04/20 17c Findings of Fact .00
11/04/20 17n Entry Adopting Magistrate's Decision 5.00
11/04/20 cos Certificate of Service .00
11/04/20 dr Digital Record of Hearing MNG .00
11/04/2020
Zoom
11/04/20 dr Digital Record of Hearing MNG .00
11/04/2020
Zoom
11/05/20 cb COST BILL .00
11/05/20 igf Indigent Guardianship Fund 30.00
11/05/20 adl Additional Letters of Authority 2.00
11/05/20 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
11/06/20 15.9 Oath of Guardian .00
11/09/20 cb COST BILL .00
11/09/20 igf Indigent Guardianship Fund 30.00
11/09/20 adl Additional Letters of Authority 2.00
11/09/20 15.5 Entry Appointing Guardian, Letter of Stone 5.00
Authority
MC GEE, ADRIANN S. (fidy)
11/09/20 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
CBS
N Romanelli
11/09/20 bacb Bond Application for CBS Agency .00
11/09/20 att Credability & Signature Pages .00
11/09/20 Receipt 563113 97.00
11/12/20 Pay out made through bookkeeper # 0000066620 .00
ACCT #: 000000000209 3.00
11/24/20 15c Application to Release Funds .00
11/24/20 15d Entry Authorizing Release of Funds 489.55 5.00
11/24/20 cc Certified Copy 1.00
11/24/20 Receipt 563783 6.00
12/08/20 m Motion to Authorize the Guardian to .00
utilize & call the Columbus Fire Dept
SPARC for purposes of the FCGSB safety
removing Mr. Spencer frm home and
12/08/20 ex transporting him to Riverside Methodist .00
Hopital for medical evaluation
12/08/20 e Entry AAC 5.00
12/24/20 rmr Regular Mail Returned/Not Complete .00
Vicki and David Spencer
02/23/21 15c Application to Release Funds .00
02/23/21 att Attachments .00
02/23/21 15d Entry Authorizing Release of Funds 5.00
02/23/21 cc Certified Copy 1.00
02/23/21 Receipt 567811 6.00
03/25/21 6.0 Inventory 15492.55 7.00
MC GEE, ADRIANN S. (fidy)
03/25/21 Receipt 569551 7.00
03/25/21 1ca Application for Attorney Fees 10.00
Adriann S McGee
03/25/21 fs Fee Schedule .00
03/25/21 morf Magistrate's Order Regarding Fees 1415.70 .00
03/25/21 ex Extra Pages 1.00
03/25/21 Receipt 569612 11.00
07/13/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/06/21 16ek eNotice to File Sent To fidy .00
10/13/21 13k Notice to File Account 0085731 1.00
10/29/21 13a Fiduciary's Partial Account 01 22.00
MC GEE, ADRIANN S. (fidy)
10/29/21 13.1 Receipts and Disbursements .00
10/29/21 13.2 Assets Remaining in Fiduciary's Hands 4803.97 .00
10/29/21 Receipt 580090 28.00
11/01/21 13e Entry Setting Hearing on Account .00
11/01/21 Pay out made through bookkeeper # 0000070162 .00
ACCT #: 000000000209 2.00
11/02/21 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
11/02/21 fs Fee Schedule .00
11/02/21 morf Magistrate's Order Regarding Fees 1085.00 .00
11/02/21 Receipt 580199 10.00
11/03/21 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
11/03/21 22p Annual Guardianship Plan .00
11/03/21 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
11/03/21 22ni Investigator Review of Guardian's Report .00
11/22/21 nc Notice of Change of Address of: .00
12/13/21 13h Judgment Entry Approving Partial Account .00
06/23/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/23/22 att Attachments .00
06/23/22 15bn Entry Authorizing Expenditure of Funds 3500.00 5.00
(Non-Custodial)
06/23/22 Receipt 591800 20.00
06/24/22 Pay out made through bookkeeper # 0000072449 .00
ACCT #: 000000000209 8.00
08/29/22 02 Forms 10.00
08/29/22 03 Docketing & Index 15.00
08/29/22 04 Computerized Legal Research 3.00
08/29/22 05 Computer Fee 10.00
08/29/22 07 Legal Aid Trust Fund 26.00
08/29/22 08 Dispute Resolution Fund 15.00
08/29/22 16 Special Projects Fund 15.00
08/29/22 gi Guardianship Investigator's Expense 75.00
08/29/22 cb COST BILL .00
08/29/22 17.0 Application for Appointment of Guardian 20.00
Paula Taliaferro
08/29/22 ge Entry Setting Hearing 10/21/2022 .00
2:00 P.M.
08/29/22 eb Exhibit A .00
Zoom invite
08/29/22 15.0 Next of Kin .00
08/29/22 15.1 Waiver of Notice .00
Paul Taliaferro
08/29/22 15.2 Guardian - Fiduciary's Acceptance .00
08/29/22 15.3 Affidavit of Additional Information .00
08/29/22 15.4 Guardian's Credibility Application .00
08/29/22 15.8 Adult Guardianship Service Information .00
08/29/22 16.1 Affidavit of Custody .00
08/29/22 17ca Change of Address Information for .00
Guardianships
08/29/22 misc Affidavit .00
08/29/22 fw BCI & I Fingerprint Waiver .00
08/29/22 bcr Background Check Received .00
Paula Taliaferro (BCI)
08/29/22 2y Notice of Hearing .00
08/29/22 cos Certificate of Service .00
08/29/22 vgcs Guardianship: Virtual Service Mail Sent 12.36
David Spencer 462050
Vicki Spencer 462043
08/29/22 ref No Refund Issued: Less than $1.00 .64
08/29/22 Receipt 595136 199.00
09/07/22 vcr Virtual Service Returned .00
DS 462050
09/07/22 vcr Virtual Service Returned .00
VS 462043
09/19/22 bcr Background Check Received .00
Paula Taliferro (BCI)
10/04/22 13k Notice to File Account 0085731 1.00
10/04/22 16ek eNotice to File Sent To fidy .00
10/14/22 17.8 Investigator's Report .00
10/14/22 cos Certificate of Service Kincaid 10.50
10/20/22 13a Fiduciary's Partial Account 02 22.00
MC GEE, ADRIANN S. (fidy)
10/20/22 13.1 Receipts and Disbursements .00
10/20/22 13.2 Assets Remaining in Fiduciary's Hands 3419.38 .00
10/20/22 Receipt 597779 36.50
10/21/22 13e Entry Setting Hearing on Account .00
10/21/22 Pay out made through bookkeeper # 0000073765 .00
ACCT #: 000000000209 9.50
10/21/22 dr Digital Record of Hearing ELC .00
10/21/22 ZOOM
10/24/22 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
10/24/22 fs Fee Schedule .00
10/24/22 morf Magistrate's Order Regarding Fees 1761.72 .00
10/24/22 Receipt 597903 10.00
10/25/22 Pay out made through bookkeeper # 0000073797 .00
ACCT #: 000000000209 3.00
10/31/22 asoe Application to Extend Time to File .00
Expert Evaluation
10/31/22 esoe Entry Extending Time to File Expert 02/28/2023 5.00
Evaluation
FCGSB, BY DESIGNEE (fidy)
11/02/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
11/02/22 igf Indigent Guardianship Fund 30.00
11/02/22 cb COST BILL .00
11/02/22 17d Magistrate's Decision Cooke .00
Paula Taliaferro be appointed successor
guardian of the person of Allen P.
Spencer. No bond is required.
11/02/22 17b Notice To Attorneys and Parties .00
11/02/22 17c Findings of Fact .00
11/02/22 17n Entry Adopting Magistrate's Decision 5.00
11/02/22 cos Certificate of Service .00
11/02/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
TALIAFERRO, PAULA (fidy)
11/02/22 15.9 Oath of Guardian .00
11/02/22 11a Resignation of Fiduciary 5.00
11/02/22 11c Entry Accepting Resignation of Fiduciary .00
GSB
11/02/22 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
11/02/22 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
11/02/22 22p Annual Guardianship Plan .00
11/02/22 adl Additional Letters of Authority 1.00
11/04/22 22ni Investigator Review of Guardian's Report .00
11/16/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/01/22 13h Judgment Entry Approving Partial Account .00
09/22/23 13k Notice to File Account 0085731 1.00
10/03/23 23k Notice to File Expert Evaluation 0055321 1.00
10/03/23 13k Notice to File Account 0055321 1.00
10/27/23 l LETTER:Cover Letter. 10/23/2023 .00
10/27/23 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee. 1082.74
63.00
10/27/23 1cc Consent to Attorney Fees 1082.74 .00
63.00
10/27/23 fs Fee Schedule .00
10/27/23 morf Magistrate's Order Regarding Fees 1082.74 .00
63.00
10/27/23 13a Fiduciary's Partial Account 03 22.00
MC GEE, ADRIANN S. (fidy)
10/27/23 13.1 Receipts and Disbursements .00
10/27/23 13.2 Assets Remaining in Fiduciary's Hands 9911.03 .00
10/27/23 Receipt 616163 61.00
10/30/23 13e Entry Setting Hearing on Account .00
10/30/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/31/23 22n Guardian's Report 5.00
TALIAFERRO, PAULA (fidy)
10/31/23 22p Annual Guardianship Plan .00
10/31/23 soe Statement of Expert Evaluation .00
TALIAFERRO, PAULA (fidy)
11/08/23 22ni Investigator Review of Guardian's Report .00
11/30/23 Receipt 617694 35.00
12/11/23 13h Judgment Entry Approving Partial Account .00
01/08/24 rc Resignation of Counsel .00
01/08/24 rce Entry Approving Resignation of Counsel KAG 5.00
03/21/24 50m Application to Terminate Guardianship 10.00
03/21/24 dc Death Certificate .00
Allen Spencer
03/21/24 50p Entry Terminating and Ordering Final 05/31/2024 5.00
Account
MC GEE, ADRIANN S. (fidy)
03/21/24 Receipt 623155 15.00
03/29/24 obit Obituary .00
Allen P. Spencer
03/29/24 50m Application to Terminate 10.00
03/29/24 50n Entry Terminating and Dispensing with Y 5.00
Final Account
TALIAFERRO, PAULA (fidy)
05/31/24 13.0 Fiduciary's Final Account 04 22.00
MC GEE, ADRIANN S. (fidy)
05/31/24 13.1 Receipts and Disbursements .00
05/31/24 Receipt 626879 32.00
06/03/24 13e Entry Setting Hearing on Account .00
06/03/24 Pay out made through bookkeeper # 0000079604 .00
ACCT #: 000000000209 4.00
06/07/24 Receipt 627206 10.00
07/15/24 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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