Case Docket

Case Number: 607501  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : DOERFLINGER, CAROL
AKA :

Date Code Description Reference Receipt Cost
12/28/20 01 Case Number (Daily Reporter) 10.00
12/28/20 02 Forms 10.00
12/28/20 03 Docketing & Index 15.00
12/28/20 04 Computerized Legal Research 3.00
12/28/20 05 Computer Fee 10.00
12/28/20 07 Legal Aid Trust Fund 26.00
12/28/20 08 Dispute Resolution Fund 15.00
12/28/20 gi Guardianship Investigator's Expense 75.00
12/28/20 16 Special Projects Fund 15.00
12/28/20 cb COST BILL .00
12/28/20 17.0 Application for Appointment of Guardian 20.00
12/28/20 ge Entry Setting Hearing 01/28/2021 .00
via zoom 2:00 pm
12/28/20 eb Exhibit A .00
12/28/20 15.0 Next of Kin .00
12/28/20 15.2 Guardian - Fiduciary's Acceptance .00
12/28/20 15.3 Affidavit of Additional Information .00
12/28/20 15.4 Guardian's Credibility Application .00
12/28/20 16.1 Affidavit of Custody .00
12/28/20 17ca Change of Address Information for .00
Guardianships
12/28/20 psoe Statement of Expert Evaluation .00
12/28/20 15.8 Adult Guardianship Service Information .00
12/28/20 Receipt 565140 199.00
12/28/20 misc Miscellaneous Filing .00
Zoom invite received by Adriann Mc Gee
12/29/20 Pay out made through bookkeeper # 0000067039 .00
ACCT #: 000000000209 7.00
01/21/21 17.8 Investigator's Report .00
01/21/21 cos Certificate of Service Erik von 17.00
Frese
01/21/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/28/21 cb COST BILL .00
01/28/21 igf Indigent Guardianship Fund 30.00
01/28/21 adl Additional Letters of Authority 2.00
01/28/21 17d Magistrate's Decision Stone .00
-Adrienne McGee be appt guardian of the
person & estate of Carol Doerflinger.
Bond set @ 440000.00
01/28/21 17c Findings of Fact .00
01/28/21 17b Notice To Attorneys and Parties .00
01/28/21 17n Entry Adopting Magistrate's Decision Stone 5.00
01/28/21 cos Certificate of Service .00
01/28/21 15.5 Entry Appointing Guardian, Letter of Stone 5.00
Authority
MC GEE, ADRIANN S (fidy)
01/28/21 15.9 Oath of Guardian .00
01/28/21 4.2 Fiduciary's Bond 40000.00 .00
CBS
ROMANELLI
01/28/21 bacb Bond Application for CBS Agency .00
01/28/21 att Credability & Signature Pages .00
01/28/21 Receipt 566568 59.00
01/28/21 dr Digital Record of Hearing TAS .00
01/28/21
Zoom
02/01/21 15.9 Oath of Guardian .00
02/03/21 15.0 Next of Kin Amended .00
02/03/21 1ae Entry Increasing Bond 130000.00 5.00
COL-BAR
02/03/21 4.2 Fiduciary's Bond/RLI Surety 170000.00 .00
COL-BAR
N Romanelli
02/03/21 bacb Bond Application for CBS Agency .00
02/03/21 Receipt 566877 5.00
02/04/21 15c Application to Release Funds .00
02/04/21 15d Entry Authorizing Release of Funds 40194.99 5.00
02/04/21 cc Certified Copy 1.00
02/04/21 Receipt 566923 6.00
02/22/21 6.0 Inventory 229286.23 7.00
02/22/21 Receipt 567711 7.00
02/22/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/22/21 eb Exhibit A .00
02/22/21 15bn Entry Authorizing Expenditure of Funds Stone 5.00
(Non-Custodial)
02/24/21 adl Additional Letters of Authority 5.00
02/24/21 Receipt 567930 20.00
03/01/21 1ca Application for Attorney Fees 10.00
Adriann S McGee
03/01/21 fs Fee Schedule .00
03/01/21 morf Magistrate's Order Regarding Fees 3643.34 .00
03/01/21 cc Certified Copy 2.00
03/01/21 Receipt 568107 12.00
03/05/21 6.b Report of Newly Discovered Assets 7.00
03/05/21 6.be Entry Approving Report of Newly 22000.00 5.00
Assets
03/05/21 Receipt 568451 12.00
04/14/21 15c Application to Release Funds to Guardian .00
04/14/21 15d Entry Authorizing Release of Funds 23666.87 5.00
Edward Jones Investment acct
04/14/21 cc Certified Copy 1.00
04/14/21 Receipt 570515 6.00
05/14/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/14/21 att Attachments .00
05/14/21 15bn Entry Authorizing Expenditure of Funds 2432.25 5.00
(Non-Custodial)
05/14/21 Receipt 571954 15.00
05/18/21 6.b Report of Newly Discovered Assets 7.00
05/18/21 6.be Entry Approving Report of Newly 1920.00 5.00
Assets
05/18/21 att Kelley Blue Book Value .00
05/18/21 Receipt 572074 12.00
05/18/21 9.7 Application to Transfer Motor Vehicle .00
05/18/21 9.8 Entry Approving Transfer of Motor 1998 5.00
Vehicle Ford
05/18/21 ca Copy of Auto Title .00
05/18/21 cc Certified Copy 2.00
05/18/21 Receipt 572094 7.00
07/24/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/16/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/16/21 15bn Entry Authorizing Expenditure of Funds 12500.00 5.00
(Non-Custodial)
08/16/21 att Attachments .00
08/16/21 Receipt 576541 15.00
11/03/21 9.7 Application to Transfer Motor Vehicle .00
11/03/21 9.8 Entry Approving Transfer of Motor 1999 5.00
Vehicle Plymouth
11/03/21 ca Copy of Auto Title .00
11/03/21 cc Certified Copy 1.00
11/03/21 cc Certified Copy 1.00
11/03/21 Receipt 580268 7.00
12/03/21 6.b Report of Newly Discovered Assets 7.00
12/03/21 6.be Entry Approving Report of Newly 3917.93 5.00
Assets
12/03/21 Receipt 581735 12.00
12/06/21 1ae Entry Increasing Bond 79000.00 5.00
RLI
12/06/21 4.2 Fiduciary's Bond/RLI 249000.00 .00
RLI
N. Romanelli
12/06/21 bacb Bond Application for CBS Agency .00
12/06/21 Receipt 581782 5.00
12/06/21 15c Application to Release Funds to Guardian .00
12/06/21 15d Entry Authorizing Release of Funds 3917.93 5.00
Prodential Fin Inc Inv Acct
12/06/21 cc Certified Copy 1.00
12/06/21 Receipt 581793 6.00
12/29/21 16k Notice to File 0085731 1.00
12/29/21 13k Notice to File Account 0085731 1.00
01/12/22 22n Guardian's Report 5.00
01/12/22 soe Statement of Expert Evaluation .00
01/12/22 22ni Investigator Review of Guardian's Report .00
01/12/22 Receipt 583525 5.00
02/01/22 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
03/04/22 9.7 Application to Transfer Motor Vehicle .00
03/04/22 9.8 Entry Approving Transfer of Motor 1996 GMC 5.00
Vehicle
03/04/22 ca Copy of Auto Title 1996 GMC .00
03/04/22 cc Certified Copy 1.00
03/04/22 Receipt 585965 7.00
03/09/22 Receipt 586237 6.00
03/21/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/21/22 eb Exhibit A & B .00
03/21/22 15bn Entry Authorizing Expenditure of Funds 12000.00 5.00
(Non-Custodial)
03/21/22 Receipt 586953 15.00
03/30/22 13a Fiduciary's Partial Account 01 24.00
03/30/22 13.1 Receipts and Disbursements .00
03/30/22 13.2 Assets Remaining in Fiduciary's Hands 212915.42 .00
03/30/22 ex Extra Pages 2.00
03/30/22 Receipt 587521 24.00
03/31/22 13e Entry Setting Hearing on Account .00
03/31/22 15c Application to Release Funds .00
03/31/22 15d Entry Authorizing Release of Funds 5.00
03/31/22 cc Certified Copy 1.00
04/05/22 1cd Application for Fiduciary Fees 10.00
Adriann McGee
04/05/22 fs Fee Schedule 5.00
04/05/22 morf Magistrate's Order Regarding Fees 6694.74 .00
04/05/22 cc Certified Copy 1.00
04/05/22 Receipt 587853 18.00
04/06/22 Receipt 587905 6.00
04/26/22 15c Application to Release Funds to Guardian AMENDED .00
04/26/22 15d Entry Authorizing Release of Funds 562.86 5.00
Big Bear Retirement Plan
04/26/22 cc Certified Copy 1.00
04/26/22 Receipt 588889 6.00
05/11/22 13h Judgment Entry Approving Partial Account .00
06/06/22 cc Certified Copy 2.00
06/06/22 Receipt 590955 2.00
11/17/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/13/22 16k Notice to File 0085731 1.00
03/03/23 13k Notice to File Account 0085731 1.00
03/13/23 l LETTER: to Adriann McGee .00
from Lindsay E Webster
03/17/23 13a Fiduciary's Partial Account 02 22.00
03/17/23 13.1 Receipts and Disbursements .00
03/17/23 13.2 Assets Remaining in Fiduciary's Hands 357848.96 .00
03/17/23 ex Extra Pages 3.00
03/17/23 Receipt 604828 27.00
03/20/23 13e Entry Setting Hearing on Account .00
03/20/23 Pay out made through bookkeeper # 0000075263 .00
ACCT #: 000000000209 29.00
03/20/23 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
03/20/23 fs Fee Schedule .00
03/20/23 morf Magistrate's Order Regarding Fees 4384.15 .00
-Settlement proceeds aren't a return
from a principal asset
03/20/23 ex Extra Pages 2.00
03/20/23 Receipt 604894 12.00
03/27/23 6.b Report of Newly Discovered Assets 7.00
03/27/23 6.be Entry Approving Report of Newly 7587.85 5.00
Assets
03/27/23 Receipt 605301 12.00
04/03/23 15c Application to Release Funds to Guardian .00
04/03/23 15d Entry Authorizing Release of Funds 7587.85 5.00
Prudential Life Ins 055
04/03/23 cc Certified Copy 2.00
04/03/23 Receipt 605647 7.00
05/01/23 13h Judgment Entry Approving Partial Account .00
05/12/23 16m Citation to File sent to guar 5.00
05/12/23 vcos Certificate of Service for Virtual Mail .00
05/12/23 vcs Virtual Service Mail Sent 6.85
Adriann S McGee 493283
05/15/23 50m Application to Terminate Guardianship 10.00
05/15/23 dc Death Certificate .00
Carol Esther Doerflinger
05/15/23 obit Obituary .00
Carol E Doerflinger
05/15/23 50p Entry Terminating and Ordering Final 07/10/2023 5.00
Account
05/15/23 Receipt 607888 15.00
05/22/23 Receipt 608245 11.85
07/11/23 13k Notice to File Account 0085731 1.00
07/17/23 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
07/17/23 fs Fee Schedule .00
07/17/23 morf Magistrate's Order Regarding Fees 925.98 .00
07/17/23 13.0 Fiduciary's Final Account 03 22.00
07/17/23 13.1 Receipts and Disbursements .00
07/17/23 Receipt 610981 33.00
07/18/23 13e Entry Setting Hearing on Account .00
07/18/23 Pay out made through bookkeeper # 0000076551 .00
ACCT #: 000000000209 10.00
08/28/23 13i Judgment Entry Approving Final Account .00
09/19/23 op stat only 5.00
09/19/23 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
09/19/23 fs Fee Schedule 1.00
09/19/23 morf Magistrate's Order Regarding Fees 3487.50 .00
09/19/23 Receipt 614211 16.00
09/19/23 99 Case Closed .00
BALANCE DUE .00
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