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                                                              Case Docket

Case Number:	613035
Case Type:	GA  GUARDIANSHIP ADULT
Case Subtype:	PE  PERSON AND ESTATE
Name :	HORD, BEVERLY
AKA :

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Date Code Description Reference Receipt Cost 10/22/21 01 Case Number (Daily Reporter) 10.00 10/22/21 02 Forms 10.00 10/22/21 03 Docketing & Index 15.00 10/22/21 04 Computerized Legal Research 3.00 10/22/21 05 Computer Fee 10.00 10/22/21 07 Legal Aid Trust Fund 26.00 10/22/21 08 Dispute Resolution Fund 15.00 10/22/21 gi Guardianship Investigator's Expense 75.00 10/22/21 16 Special Projects Fund 15.00 10/22/21 cb COST BILL .00 10/22/21 17.0 Application for Appointment of Guardian 20.00 Adriann S.Mc Gee 10/22/21 ge Entry Setting Hearing 12/14/2021 .00 10:00 A.M. 10/22/21 eb Exhibit A .00 Zoom invite 10/22/21 15.0 Next of Kin .00 10/22/21 15.2 Guardian - Fiduciary's Acceptance .00 10/22/21 15.3 Affidavit of Additional Information .00 10/22/21 15.4 Guardian's Credibility Application .00 10/22/21 16.1 Affidavit of Custody .00 10/22/21 17ca Change of Address Information for .00 Guardianships 10/22/21 psoe Statement of Expert Evaluation .00 10/22/21 15.8 Adult Guardianship Service Information .00 10/22/21 Receipt 579693 199.00 12/10/21 17.8 Investigator's Report .00 12/10/21 cos Certificate of Service Erik von 17.00 Frese 12/14/21 16.4 Notice to Prospective Ward of .00 Application and Hearing. 12/14/21 l LETTER: Costs due .00 12/14/21 17d Magistrate's Decision .00 Accordingly, Adriann McGee, Esq. is CLW appointed guardian of the person and the estate of Beverly Hord. 12/14/21 ex Bond is set at $40,000.00. .00 12/14/21 17c Findings of Fact .00 12/14/21 17b Notice To Attorneys and Parties .00 12/14/21 17n Entry Adopting Magistrate's Decision 5.00 12/15/21 dr Digital Record of Hearing CLW .00 12/14/2021 ZOOM 12/15/21 cb COST BILL .00 12/15/21 igf Indigent Guardianship Fund 30.00 12/15/21 adl Additional Letters of Authority 2.00 12/15/21 cos Certificate of Service .00 12/15/21 15.5 Entry Appointing Guardian, Letter of 5.00 Authority MC GEE, ADRIANN S. (fidy) 12/15/21 15.9 Oath of Guardian .00 12/15/21 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00 CBS N Romanelli 12/15/21 bacb Bond Application for CBS Agency .00 12/15/21 att Attachments .00 12/15/21 Receipt 582283 59.00 01/07/22 15c Application to Release Funds to guardian .00 01/07/22 15d Entry Authorizing Release of Funds 2451.33 5.00 Chase Bank 8262 01/07/22 cc Certified Copy 1.00 01/07/22 Receipt 583336 6.00 01/12/22 15c Application to Release Funds to guardian .00 01/12/22 15d Entry Authorizing Release of Funds 22390.76 5.00 Chase Bank Acct 521 01/12/22 cc Certified Copy 1.00 01/12/22 Receipt 583511 6.00 02/02/22 1ae Entry Increasing Bond 15000.00 5.00 RLI 02/02/22 4.2 Fiduciary's Bond/RLI Surety 55000.00 .00 CBS S Balser 02/02/22 bacb Bond Application for CBS Agency .00 02/02/22 Receipt 584576 5.00 02/15/22 l LETTER:Need more bond. .00 02/16/22 6k Notice to File Inventory 0085731 1.00 02/17/22 move Application and Magistrate's Order To .00 Move Ward To More Restrictive Setting 02/17/22 Receipt 585214 1.00 02/18/22 Pay out made through bookkeeper # 0000071182 .00 ACCT #: 000000000209 4.00 03/01/22 3.a Application to Appoint Appraiser .00 03/01/22 3.ae Entry Appointing Appraiser 32 5.00 03/01/22 3e Order of Appraisement .00 03/01/22 Receipt 585739 5.00 03/09/22 l LETTER: .00 Additional bond and appraiser paperwork 03/10/22 1ae Entry Increasing Bond 154000.00 5.00 RLI 03/10/22 4.2 Fiduciary's Bond/RLI Surety 209000.00 .00 RLI N Romanelli 03/10/22 bacb Bond Application for CBS Agency .00 03/10/22 Receipt 586288 5.00 03/17/22 6.0 Inventory 265408.48 7.00 03/17/22 3f Return of Order of Appraisal .00 $210000.00 03/17/22 6n Appraiser's Certificate V 3.00 03/17/22 9.7 Application to Transfer Motor Vehicle 11 Chevrolet .00 03/17/22 9.8 Entry Approving Transfer of Motor 11 Impala 5.00 Vehicle 03/17/22 ca Copy of Auto Title .00 03/17/22 cc Certified Copy 1.00 03/17/22 Receipt 586779 16.00 03/30/22 15an Application for Authority to Expend 10.00 Funds (Non-Custodial) 03/30/22 att Attachments .00 03/30/22 15bnd Entry Denying Expenditure of Funds HJW 5.00 (Non-Custodial) 03/30/22 Receipt 587551 15.00 04/06/22 1ae Entry Increasing Bond 439000.00 5.00 RLI 04/06/22 4.2 Fiduciary's Bond/RLI Surety 648000.00 .00 CBS N Romanelli 04/06/22 bacb Bond Application for CBS Agency .00 04/06/22 Receipt 587904 5.00 07/26/22 1cd Application for Attorney Fees 10.00 07/26/22 fs Fee Schedule .00 07/26/22 morf Magistrate's Order Regarding Fees .00 07/26/22 Receipt 593338 10.00 07/27/22 Pay out made through bookkeeper # 0000072808 .00 ACCT #: 000000000209 1.00 08/19/22 1ca Application for Attorney Fees 10.00 Adriann S. McGee 08/19/22 fs Fee Schedule .00 08/22/22 Receipt 594657 10.00 08/22/22 Void Receipt 594657 10.00 08/22/22 Receipt 594658 10.00 08/23/22 Pay out made through bookkeeper # 0000073098 .00 ACCT #: 000000000209 2.00 08/30/22 morf Magistrate's Order Regarding Fees Duffy .00 $1865.00 08/30/22 cos Certificate of Service .00 11/16/22 13k Notice to File Account 0085731 1.00 11/17/22 16k Notice to File 0085731 1.00 12/05/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00 CASE INVENTORY-as required by: OH Rules of Superintendence Rule 38 01/06/23 1cd Application for Fiduciary Fees 10.00 Adriann S McGee 01/06/23 fs Fee Schedule 5.00 01/06/23 morf Magistrate's Order Regarding Fees 10244.07 .00 01/06/23 Receipt 601304 17.00 01/17/23 13a Fiduciary's Partial Account 01 27.00 01/17/23 13.1 Receipts and Disbursements .00 01/17/23 13.2 Assets Remaining in Fiduciary's Hands 96907.46 .00 01/17/23 Receipt 601772 27.00 01/18/23 13e Entry Setting Hearing on Account .00 01/18/23 Pay out made through bookkeeper # 0000074656 .00 ACCT #: 000000000209 31.00 01/23/23 1cd Application for Fiduciary Fees 10.00 Adriann S McGee 01/23/23 fs Fee Schedule 3.00 01/23/23 morf Magistrate's Order Regarding Fees 2450.00 .00 01/23/23 Receipt 602104 13.00 01/26/23 22n Guardian's Report 5.00 01/26/23 l LETTER: .00 Reminger 01/27/23 Receipt 602448 10.00 01/27/23 adl Additional Letters of Authority 5.00 02/03/23 22ni Investigator Review of Guardian's Report .00 02/28/23 13h Judgment Entry Approving Partial Account .00 05/01/23 soe Statement of Expert Evaluation .00 05/17/23 17.1d Application to Dispense with Subsequent .00 Statements of Expert Evaluation 05/17/23 17.1e Entry Dispensing with the Filing of 5.00 Subsequent Statements of Expert Evaluation 05/17/23 att Attachments .00 07/19/23 Receipt 611061 5.00 10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00 CASE INVENTORY-as required by: OH Rules of Superintendence Rule 38 12/19/23 13k Notice to File Account 0085731 1.00 12/27/23 16k Notice to File 0085731 1.00 01/04/24 1b Application to Reduce Bond 5.00 01/04/24 1be Entry to Reduce Bond 194000.00 5.00 RLI Surety 01/04/24 Receipt 619367 10.00 01/10/24 22n Guardian's Report 5.00 01/10/24 l LETTER: .00 01/11/24 Receipt 619661 7.00 02/05/24 1cd Application for Fiduciary Fees 10.00 Adriann S McGee 02/05/24 fs Fee Schedule 3.00 02/05/24 morf Magistrate's Order Regarding Fees 5216.81 .00 02/06/24 13a Fiduciary's Partial Account 02 22.00 02/06/24 13.1 Receipts and Disbursements .00 02/06/24 13.2 Assets Remaining in Fiduciary's Hands 54172.03 .00 02/06/24 ex Extra Pages 2.00 02/06/24 Receipt 620978 37.00 02/07/24 13e Entry Setting Hearing on Account .00 02/07/24 Pay out made through bookkeeper # 0000078550 .00 ACCT #: 000000000209 28.00 03/19/24 13h Judgment Entry Approving Partial Account .00 08/09/24 1cd Application for Guardian of Person Fees 10.00 Adriann S. McGee 08/09/24 fs Fee Schedule .00 08/09/24 morf Magistrate's Order Regarding Fees 2478.11 .00 08/09/24 ref No Refund Issued: $1.00 or less 1.00 08/09/24 Receipt 630341 11.00 10/11/24 cc Certified Copy 2.00 10/11/24 Receipt 633578 2.00 12/10/24 16k Notice to File 0085731 1.00 01/07/25 13k Notice to File Account 0085731 1.00 02/10/25 1cd Application for Fiduciary Fees 10.00 Adriann S. McGee 02/10/25 fs Fee Schedule 1.00 02/10/25 morf Magistrate's Order Regarding Fees 5199.15 .00 02/10/25 13a Fiduciary's Partial Account 03 22.00 02/10/25 13.1 Receipts and Disbursements .00 02/10/25 13.2 Assets Remaining in Fiduciary's Hands 11542.78 .00 02/10/25 Receipt 639338 35.00 02/11/25 13e Entry Setting Hearing on Account .00 02/11/25 m Motion to Establish Qualified Income .00 Trust Acct 02/11/25 eb Exhibit A .00 02/11/25 e Entry SNR 5.00 02/11/25 Receipt 639466 5.00 03/21/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00 CASE INVENTORY-as required by: OH Rules of Superintendence Rule 38 03/25/25 13h Judgment Entry Approving Partial Account .00 06/25/25 16m Citation to File 0085731 guar 5.00 06/26/25 vcos Certificate of Service for Virtual Mail .00 06/26/25 vcs Virtual Service Mail Sent 8.16 Adriann S McGee 080189 07/01/25 vcr Virtual Service Returned .00 F01 080189 09/02/25 22n Guardian's Report 5.00 09/02/25 Receipt 650419 18.16 09/04/25 22ni Investigator Review of Guardian's Report .00 01/02/26 1cd Application for Fiduciary Fees 13.00 Adriann S McGee 01/02/26 fs Fee Schedule .00 01/02/26 morf Magistrate's Order Regarding Fid Fees 5684.91 .00 JAA 01/02/26 13a Fiduciary's Partial Account 04 25.00 01/02/26 13.1 Receipts and Disbursements .00 01/02/26 13.2 Assets Remaining in Fiduciary's Hands 1701.61 .00 01/02/26 Receipt 657407 38.00 01/05/26 13e Entry Setting Hearing on Account .00 02/17/26 13h Judgment Entry Approving Partial Account .00 08/11/26 16k Notice to File 0085731 1.00 BALANCE DUE 1.00 View Guardians New Search Probate Homepage