Case Docket

Case Number: 611532  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : COCKRELL, PHYLLIS
AKA :

Date Code Description Reference Receipt Cost
07/27/21 01 Case Number (Daily Reporter) 10.00
07/27/21 02 Forms 10.00
07/27/21 03 Docketing & Index 15.00
07/27/21 04 Computerized Legal Research 3.00
07/27/21 05 Computer Fee 10.00
07/27/21 07 Legal Aid Trust Fund 26.00
07/27/21 08 Dispute Resolution Fund 15.00
07/27/21 gi Guardianship Investigator's Expense 75.00
07/27/21 16 Special Projects Fund 15.00
07/27/21 cb COST BILL .00
07/27/21 17.0 Application for Appointment of Guardian 20.00
Adriann S. Mc Gee
07/27/21 ge Entry Setting Hearing 09/02/2021 .00
3:00 P.M.
07/27/21 eb Exhibit A .00
Zoom invite
07/27/21 15.0 Next of Kin .00
07/27/21 15.2 Guardian - Fiduciary's Acceptance .00
07/27/21 15.3 Affidavit of Additional Information .00
07/27/21 15.4 Guardian's Credibility Application .00
07/27/21 16.1 Affidavit of Custody .00
07/27/21 17ca Change of Address Information for .00
Guardianships
07/27/21 psoe Statement of Expert Evaluation .00
07/27/21 15.8 Adult Guardianship Service Information .00
07/27/21 Receipt 575480 199.00
07/27/21 2y Notice of Hearing .00
07/27/21 cos Certificate of Service .00
07/27/21 vgcs Guardianship: Virtual Service Mail Sent 5.60
Loretta Bahn 391459
08/09/21 vcr Virtual Service Returned .00
LB 391459
08/30/21 17.8 Investigator's Report .00
08/30/21 cos Certificate of Service Erik von 16.50
Frese
09/07/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
09/07/21 17d Magistrate's Decision Clous .00
Adriann S. Mc Gee be appointed guardian
of the person and estate of Phyllis
Cockrell. Bond $500,000.
09/07/21 17b Notice To Attorneys and Parties .00
09/07/21 17c Findings of Fact .00
09/07/21 17n Entry Adopting Magistrate's Decision 5.00
09/07/21 cos Certificate of Service .00
09/10/21 cb COST BILL .00
09/10/21 igf Indigent Guardianship Fund 30.00
09/10/21 adl Additional Letters of Authority 2.00
09/10/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
09/10/21 15.9 Oath of Guardian .00
09/10/21 4.2 Fiduciary's Bond / RLI 40000.00 .00
RLI
N Romanelli
09/10/21 bacb Bond Application for CBS Agency .00
09/10/21 1ae Entry Increasing Bond 500000.00 5.00
RLI
09/10/21 4.2 Fiduciary's Bond 540000.00 .00
RLI
09/10/21 bacb Bond Application for CBS Agency .00
09/10/21 att Credibility + Signature Pages .00
09/10/21 Receipt 577688 5.00
09/10/21 Receipt 577689 64.10
11/12/21 6k Notice to File Inventory 0085731 1.00
12/09/21 6.0 Inventory 24323.00 7.00
12/09/21 Receipt 581948 7.00
12/16/21 1ca Application for Attorney Fees 10.00
Adrian S McGee
12/16/21 fs Fee Schedule .00
12/16/21 morf Magistrate's Order Regarding Fees 2631.00 .00
12/16/21 Receipt 582404 10.00
08/11/22 13k Notice to File Account 0085731 1.00
08/15/22 16k Notice to File 0085731 1.00
09/16/22 1cd Application for Fiduciary Fees 10.00
09/16/22 fs Fee Schedule .00
09/16/22 morf Magistrate's Order Regarding Fees 1677.64 .00
09/16/22 ref No Refund Issued: $1.00 or less 1.00
09/16/22 Receipt 596001 14.00
09/21/22 13a Fiduciary's Partial Account 01 22.00
09/21/22 13.1 Receipts and Disbursements .00
09/21/22 13.2 Assets Remaining in Fiduciary's Hands 3560.91 .00
09/21/22 ex Extra Pages 1.00
09/22/22 13e Entry Setting Hearing on Account .00
09/22/22 Receipt 596308 23.00
09/23/22 Pay out made through bookkeeper # 0000073452 .00
ACCT #: 000000000209 22.00
10/13/22 22n Guardian's Report 5.00
10/13/22 soe Statement of Expert Evaluation .00
10/13/22 att Attachments .00
10/13/22 22ni Investigator Review of Guardian's Report .00
10/14/22 Receipt 597438 5.00
11/02/22 13h Judgment Entry Approving Partial Account .00
12/01/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/06/22 6.b Report of Newly Discovered Assets 7.00
12/06/22 6.be Entry Approving Report of Newly 123074.41 5.00
Assets
12/06/22 att Attachments .00
12/06/22 ex Extra Pages 5.00
12/06/22 15c Application to Release Funds to Guardian .00
12/06/22 15d Entry Authorizing Release of Funds 123074.41 5.00
Charles Schwab Roth IRA 2839
12/06/22 cc Certified Copy 2.00
12/06/22 Receipt 599984 24.00
12/07/22 Pay out made through bookkeeper # 0000074273 .00
ACCT #: 000000000209 5.00
12/15/22 15c Application to Release Funds to guardian .00
12/15/22 15d Entry Authorizing Release of Funds 50000.00 5.00
Edward Jones Roth IRA 4628
12/15/22 cc Certified Copy 2.00
12/15/22 Receipt 600455 7.00
01/24/23 l LETTER: to Adriann McGee .00
from Lindsay E Webster
01/31/23 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
01/31/23 att Attachments .00
01/31/23 l LETTER: .00
Reminger
03/06/23 l LETTER: 03/06/2023 .00
TO: Adriann McGee, Esq.
FROM: Lindsay E. Webster
03/27/23 6.b Report of Newly Discovered Assets 7.00
03/27/23 6.be Entry Approving Report of Newly 1408356.33 5.00
Assets
03/27/23 1ae Entry Increasing Bond 1760000.00 5.00
RLI
03/27/23 4.2 Fiduciary's Bond 2300000.00 .00
RLI
03/27/23 poa Power of Attorney .00
03/27/23 bacb Bond Application for CBS Agency .00
03/27/23 Receipt 605300 17.00
03/30/23 3.a Application to Appoint Appraiser .00
03/30/23 3.ae Entry Appointing Appraiser 35 5.00
03/30/23 Receipt 605561 5.00
04/14/23 1ae Entry Increasing Bond 812000.00 5.00
RLI
04/14/23 4.2 Fiduciary's Bond 3112000.00 .00
RLI
04/14/23 poa Power of Attorney .00
04/14/23 bacb Bond Application for CBS Agency .00
04/14/23 6n Appraiser's Certificate v 3.00
Gerald Robins
04/14/23 Receipt 606366 8.00
05/10/23 1ae Entry Increasing Bond 162400.00 5.00
RLI
05/10/23 4.2 Fiduciary's Bond 3274400.00 .00
RLI
05/10/23 poa Power of Attorney .00
05/10/23 bacb Bond Application for CBS Agency .00
05/10/23 Receipt 607664 5.00
05/10/23 Void Receipt 607664 5.00
05/10/23 Receipt 607665 5.00
08/22/23 13k Notice to File Account 0085731 1.00
09/14/23 16k Notice to File 0085731 1.00
09/29/23 cc Certified Copy 1.00
10/02/23 Receipt 614788 3.00
10/19/23 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
10/19/23 fs Fee Schedule 3.00
10/19/23 morf Magistrate's Order Regarding Fees 9879.34 .00
10/19/23 1ca Application for Attorney Fees 10.00
Adriann S. McGee
10/19/23 fs Fee Schedule 3.00
10/19/23 morf Magistrate's Order Regarding Fees .00
10/19/23 1cd Application for Guardian of Person Fees 10.00
Adriann S. McGee
10/19/23 fs Fee Schedule .00
10/19/23 morf Magistrate's Order Regarding Fees 3975.00 .00
10/19/23 13a Fiduciary's Partial Account 02 22.00
10/19/23 13.1 Receipts and Disbursements .00
10/19/23 13.2 Assets Remaining in Fiduciary's Hands 1357254.89 .00
10/19/23 ex Extra Pages 4.00
10/19/23 Receipt 615738 62.00
10/20/23 13e Entry Setting Hearing on Account .00
10/20/23 Pay out made through bookkeeper # 0000077606 .00
ACCT #: 000000000209 34.00
10/24/23 6.b Report of Newly Discovered Assets 7.00
10/24/23 6.be Entry Approving Report of Newly 170.00 5.00
Assets
10/24/23 Receipt 615892 12.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/08/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
11/08/23 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
11/08/23 22n Guardian's Report 5.00
11/08/23 soe Statement of Expert Evaluation .00
11/08/23 att Attachments .00
11/08/23 l LETTER: .00
Reminger
11/09/23 Receipt 616810 5.00
11/21/23 22ni Investigator Review of Guardian's Report .00
11/30/23 13h Judgment Entry Approving Partial Account .00
11/30/23 Receipt 617692 5.00
09/23/24 13k Notice to File Account 0085731 1.00
10/09/24 16k Notice to File 0085731 1.00
12/10/24 obit Obituary .00
Phyllis Cockrell
12/10/24 50m Application to Terminate 10.00
12/10/24 50p Entry Terminating and Ordering Final 02/10/2025 5.00
Account
12/11/24 Receipt 636507 15.00
12/18/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
12/18/24 fs Fee Schedule .00
12/18/24 morf Magistrate's Order Regarding Fees 7293.37 .00
12/18/24 13a Fiduciary's Partial Account 03 22.00
12/18/24 13.1 Receipts and Disbursements .00
12/18/24 13.2 Assets Remaining in Fiduciary's Hands 1234180.92 .00
12/18/24 Receipt 636949 33.00
12/19/24 13e Entry Setting Hearing on Account .00
01/30/25 13h Judgment Entry Approving Partial Account .00
03/20/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/22/25 13m Citation to File Account 0085731 fidy 5.00
07/23/25 vcos Certificate of Service for Virtual Mail .00
07/23/25 vcs Virtual Service Mail Sent 8.86
Adriann S McGee 082459
10/09/25 9a Charge of Contempt/ATTORNEY 0085731 5.00
10/09/25 jcos Certificate of Service/Judicial Staff .00
10/09/25 rm Regular Mail Sent .00
Adriann S. McGee
10/09/25 eb Exhibit-Zoom Hearing .00
01/08/26 dr Digital Record of Hearing MCD .00
01/08/2026 / Zoom
02/10/26 Receipt 659477 41.86
02/10/26 Void Receipt 659477 41.86
02/23/26 ej Entry (Judge) 03/19/2026 5.00
2:00pm
02/23/26 eb Exhibit A .00
Zoom Invite
02/23/26 jcos Certificate of Service/Judicial Staff .00
03/18/26 13.0 Fiduciary's Final Account 05 22.00
03/18/26 13.1 Receipts and Disbursements .00
03/18/26 Receipt 661702 46.86
03/19/26 13e Entry Setting Hearing on Account .00
03/20/26 enc Entry (N/C) Dismissing Charges of Mackey .00
Contempt
03/20/26 jcos Certificate of Service/Judicial Staff .00
04/29/26 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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