Case Docket

Case Number: 613042  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : DANIELS, WILMA J.
AKA :

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
11:00 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 2y Notice of Hearing .00
10/22/21 cos Certificate of Service .00
10/22/21 vgcs Guardianship: Virtual Service Mail Sent 6.18
Michelle Walker 421040
10/22/21 Receipt 579692 199.00
11/02/21 m Motion to Expedite Hearing .00
11/02/21 1e Entry Setting Hearing 11/22/2021 5.00
11:00 A.M.
11/02/21 eb Exhibit A .00
Zoom invite
11/02/21 cos Certificate of Service .00
Michelle Walker
11/02/21 misc Miscellaneous Filing .00
Confirmation Adriann received e-mail
for new hearing date
11/02/21 Receipt 580259 5.00
11/04/21 vcr Virtual Service Returned .00
MW 421040
11/12/21 15.1 Waiver of Notice .00
Michelle Walker
11/12/21 17.8 Investigator's Report .00
11/12/21 cos Certificate of Service Jennifer 20.00
Kincaid,LSW
11/22/21 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Kevin A. Craine
11/22/21 1da Application for Continuance of Hearing .00
11/22/21 1de Entry Continuing Hearing 11/29/2021 5.00
11:00 AM
11/22/21 eb Exhibit ZOOM .00
11/22/21 cos Certificate of Service .00
11/22/21 noa Notice of Appearance of Counsel AMENDED .00
- Attorney for Defendant
Kevin A. Craine
11/24/21 1da Application for Continuance of Hearing .00
11/24/21 1de Entry Continuing Hearing 01/13/2022 5.00
2:00 PM
11/24/21 eb Exhibit ZOOM .00
11/24/21 cos Certificate of Service .00
11/24/21 m Motion For Appiontment of Independent .00
Expert.
11/24/21 cos Certificate of Service .00
11/24/21 e Entry Appointing Independent Expert 5.00
Dr. Witter
01/12/22 Receipt 583522 41.18
01/12/22 2.1 Notice Notice of Filing Powers of Atty .00
01/12/22 cos Certificate of Service .00
01/12/22 poa General Durable Power of Attorney & .00
Health Care Power of Attorney for
Wilma J. Daniels
01/12/22 ex Extra Pages 18.00
01/19/22 dr Digital Record of Hearing MCD .00
01/13/2022 ZOOM
01/19/22 dr Digital Record of Hearing MCD .00
01/14/2022 ZOOM Pt. 2 & Pt. 3
01/31/22 17d Magistrate's Decision Duffy .00
Accordingly, Adriann McGee be appointed
guardian of the person and estate.
Bond $40,000.00
01/31/22 17b Notice To Attorneys and Parties .00
01/31/22 17c Findings of Fact .00
01/31/22 cos Certificate of Service .00
02/01/22 adl Additional Letters of Authority 5.00
02/01/22 Receipt 584484 23.00
02/24/22 17n Entry Adopting Magistrate's Decision Mackey 5.00
-see dec
02/24/22 cos Certificate of Service .00
03/08/22 cb COST BILL .00
03/08/22 igf Indigent Guardianship Fund 30.00
03/08/22 adl Additional Letters of Authority 2.00
03/08/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
03/08/22 15.9 Oath of Guardian .00
03/08/22 4.2 Fiduciary's Bond/RLI Surety 40000.00 .00
cbs
N Romanelli
03/08/22 bacb Bond Application for CBS Agency .00
03/08/22 att Attachments .00
03/08/22 Receipt 586149 42.00
03/16/22 1ca Application for Attorney Fees 10.00
Kevin A Craine
03/16/22 fs Fee Schedule .00
03/16/22 1e Entry Setting Hearing 04/25/2022 5.00
11:00 AM
03/16/22 eb Exhibit A .00
03/16/22 Receipt 586694 10.00
03/16/22 1ca Application for Attorney Fees 10.00
Kevin A Craine
03/16/22 1cc Consent to Attorney Fees .00
Adriann McGee
03/16/22 fs Fee Schedule .00
03/16/22 morf Magistrate's Order Regarding Fees 4020.00 .00
03/23/22 Receipt 587145 15.00
03/31/22 1ae Entry Increasing Bond 178000.00 5.00
RLI
03/31/22 4.2 Fiduciary's Bond/RLI Surety 218000.00 .00
RLI
N Romanelli
03/31/22 bacb Bond Application for CBS Agency .00
03/31/22 Receipt 587597 5.00
03/31/22 15c Application to Release Funds to guardian .00
03/31/22 15d Entry Authorizing Release of Funds TAS 5.00
03/31/22 cc Certified Copy 1.00
03/31/22 Receipt 587598 6.00
05/10/22 6k Notice to File Inventory 0085731 1.00
07/18/22 6m Citation to File Inventory 0085731 fidy 5.00
07/18/22 vcos Certificate of Service for Virtual Mail .00
07/18/22 vcs Virtual Service Mail Sent 6.18
Adriann S McGee 439496
08/10/22 1ae Entry Increasing Bond 530000.00 5.00
RLI
08/10/22 4.2 Fiduciary's Bond/RLI Surety 748000.00 .00
CBS
N Romannelli
08/10/22 bacb Bond Application for CBS Agency .00
08/10/22 6.0 Inventory 373841.28 7.00
08/10/22 Receipt 594095 12.00
08/10/22 1ca Application for Attorney Fees 10.00
Adriann S. Mc Gee
08/10/22 fs Fee Schedule .00
08/11/22 morf Magistrate's Order Regarding Fees Duffy .00
$10,136.50
08/11/22 cos Certificate of Service .00
08/22/22 Receipt 594673 15.00
12/05/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/09/23 16k Notice to File 0085731 1.00
02/09/23 13k Notice to File Account 0085731 1.00
04/21/23 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
04/21/23 fs Fee Schedule 4.00
04/21/23 morf Magistrate's Order Regarding Fees 3245.76 .00
04/21/23 13a Fiduciary's Partial Account 01 22.00
04/21/23 13.1 Receipts and Disbursements .00
04/21/23 13.2 Assets Remaining in Fiduciary's Hands 304846.77 .00
04/21/23 Receipt 606748 45.18
04/24/23 13e Entry Setting Hearing on Account .00
04/24/23 Pay out made through bookkeeper # 0000075636 .00
ACCT #: 000000000209 8.82
05/04/23 22n Guardian's Annual Report 5.00
05/04/23 soe Statement of Expert Evaluation .00
05/04/23 move Application and Magistrate's Order To TAS .00
Move Ward To More Restrictive Setting
05/04/23 15c Application to Release Funds to Guardian .00
05/04/23 15d Entry Authorizing Release of Funds 5.00
Guggenheim Life & Annuity Acct. # 3740 75000.00
-Funds to be deposited into Park
National Bank Acct. # 4252
05/04/23 cc Certified Copy 1.00
05/04/23 cc Certified Copy 1.00
05/04/23 Receipt 607373 12.00
05/05/23 22ni Investigator Review of Guardian's Report .00
06/05/23 13h Judgment Entry Approving Partial Account .00
06/14/23 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
06/14/23 fs Fee Schedule 2.00
06/14/23 Receipt 609452 12.00
06/15/23 Pay out made through bookkeeper # 0000076175 .00
ACCT #: 000000000209 2.00
06/15/23 morf Magistrate's Order Regarding Fees 2875.00 .00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/29/24 l LETTER: to Adriann McGee .00
from Mag Asst Lindsay E Webster
03/22/24 13k Notice to File Account 0085731 1.00
04/04/24 6a Amended Inventory 373841.28 7.00
04/04/24 eb Exhibit .00
04/04/24 Receipt 623923 7.00
04/04/24 1cd Application for Guardian Fees 10.00
Adriann S. McGee
04/04/24 fs Fee Schedule .00
04/04/24 morf Magistrate's Order Regarding Fees 1600.00 .00
04/04/24 Receipt 623945 11.00
04/05/24 Pay out made through bookkeeper # 0000079076 .00
ACCT #: 000000000209 2.00
04/09/24 16k Notice to File 0085731 1.00
04/11/24 15c Application to Release Funds to Guardian .00
04/11/24 att Attachments 2.00
04/11/24 15d Entry Authorizing Release of Funds 100000.00 5.00
-From Clear Spring Life & Annuity
Contract # 3740 to Park National Bank
Guardianship Acct. # 4252
04/11/24 cc Certified Copy 1.00
04/11/24 Receipt 624205 7.00
04/19/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
04/19/24 fs Fee Schedule 2.00
04/19/24 morf Magistrate's Order Regarding Fees 9533.01 .00
04/19/24 15c Application to Release Funds to Guardian .00
04/19/24 15d Entry Authorizing Release of Funds 100000.00 5.00
Clear Spring Life & Annuity 3740
04/19/24 cc Certified Copy 1.00
04/19/24 13a Fiduciary's Partial Account 02 22.00
04/19/24 13.1 Receipts and Disbursements .00
04/19/24 13.2 Assets Remaining in Fiduciary's Hands 182288.11 .00
04/19/24 ex Extra Pages 5.00
04/19/24 Receipt 624657 47.00
04/22/24 13e Entry Setting Hearing on Account .00
04/22/24 Pay out made through bookkeeper # 0000079198 .00
ACCT #: 000000000209 46.00
04/23/24 22n Guardian's Report 5.00
04/23/24 l LETTER: .00
04/24/24 Receipt 624886 5.00
05/01/24 22ni Investigator Review of Guardian's Report .00
05/10/24 soe Statement of Expert Evaluation .00
05/10/24 l LETTER: .00
05/16/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/16/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
06/03/24 13h Judgment Entry Approving Partial Account .00
10/08/24 gcf Guardianship Complaint Filed 001 .00
Probate Court, Franklin County
10/08/24 gcn Guardian Notified of Complaint 10/08/2024 .00
001
10/10/24 gcdv Notification of Disposition of 10/08/2024 .00
Guardianship Complaint 001
10/10/24 att Attachments .00
10/15/24 2.1 Notice of Filing .00
10/15/24 cos Certificate of Service .00
10/15/24 eb Exhibit A .00
10/22/24 l LETTER: 10/21/2024 .00
TO: Ms. Adriann S. McGee, Esq.
FROM: Eric R. Horvath
03/21/25 13k Notice to File Account 0085731 1.00
03/21/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/24/25 16k Notice to File 0085731 1.00
04/10/25 15c Application to Release Funds to Guardian .00
04/10/25 15d Entry Authorizing Release of Funds 46642.10 5.00
*From Clear Spring Life Acct. # 3740 to
Park National Bank Acct. # 4252
04/10/25 cc Certified Copy 1.00
04/10/25 15c Application to Release Funds to Guardian .00
04/10/25 15d Entry Authorizing Release of Funds 6868.63 5.00
-From Desco Federal Credit Union Acct.
# 1004 to Park National Bank Acct. #4252
04/10/25 cc Certified Copy 1.00
04/10/25 Receipt 642681 14.00
04/14/25 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
04/14/25 fs Fee Schedule 1.00
04/14/25 morf Magistrate's Order Regarding Fees 7180.16 .00
04/14/25 13a Fiduciary's Partial Account 03 22.00
04/14/25 13.1 Receipts and Disbursements .00
04/14/25 13.2 Assets Remaining in Fiduciary's Hands 60872.37 .00
04/14/25 ex Extra Pages 2.00
04/14/25 Receipt 642773 35.00
04/15/25 13e Entry Setting Hearing on Account .00
04/21/25 Receipt 643110 5.00
04/23/25 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
04/23/25 fs Fee Schedule 4.00
04/23/25 morf Magistrate's Order Regarding Fees 1662.00 .00
04/23/25 Receipt 643319 14.00
05/27/25 13h Judgment Entry Approving Partial Account .00
11/24/25 16m Citation to File 0085731 guar 5.00
11/24/25 vcos Certificate of Service for Virtual Mail .00
11/24/25 vcs Virtual Service Mail Sent 8.86
Adriann S McGee 099273
12/04/25 vcr Virtual Service Returned .00
F01 099273
01/28/26 50m Application to Terminate 10.00
01/28/26 dc Death Certificate .00
Wilma Jean Daniels
01/28/26 50p Entry Terminating and Ordering Final 04/01/2026 5.00
Account
01/28/26 Receipt 658686 28.86
04/01/26 dec Ward Deceased. .00
BALANCE DUE .00
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