Case Docket

Case Number: 613060  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BOTT, LOIS ELIZABETH
AKA :


Date Code Description Reference Receipt Cost
10/25/21 01 Case Number (Daily Reporter) 10.00
10/25/21 02 Forms 10.00
10/25/21 03 Docketing & Index 15.00
10/25/21 04 Computerized Legal Research 3.00
10/25/21 05 Computer Fee 10.00
10/25/21 07 Legal Aid Trust Fund 26.00
10/25/21 08 Dispute Resolution Fund 15.00
10/25/21 gi Guardianship Investigator's Expense 75.00
10/25/21 16 Special Projects Fund 15.00
10/25/21 cb COST BILL .00
10/25/21 17.0 Application for Appointment of Guardian 20.00
David Patrick Bott
James M. Bott
10/25/21 ge Entry Setting Hearing 12/20/2021 .00
10:00 A.M.
10/25/21 eb Exhibit A .00
Zoom invite
10/25/21 15.0 Next of Kin .00
10/25/21 15.2 Guardian - Fiduciary's Acceptance .00
10/25/21 15.3 Affidavit of Additional Information .00
10/25/21 15.4 Guardian's Credibility Application .00
10/25/21 16.1 Affidavit of Custody .00
10/25/21 16.1 Affidavit of Custody .00
10/25/21 17ca Change of Address Information for .00
Guardianships
10/25/21 psoe Statement of Expert Evaluation .00
10/25/21 misc Miscellaneous Filing .00
Montreal Cognitive Assessment
10/25/21 poa Power of Attorney .00
10/25/21 15.8 Adult Guardianship Service Information .00
10/25/21 Receipt 579757 199.00
10/29/21 15.1 Waiver of Notice .00
David Patrick Bott
James Michael Bott
Joseph R Bott
11/16/21 rgg Receipt of guardianship guide .00
From James Bott
11/17/21 rgg Receipt of guardianship guide .00
11/22/21 bcr Background Check Received .00
James Bott
11/22/21 bcr Background Check Received .00
David Bott
12/03/21 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Bradley R. Glover
12/03/21 cos Certificate of Service .00
12/16/21 noa Notice of Appearance of Counsel .00
- Thomas Taneff & Taylor Sayers for
Dana L. Botts, DDS, son of alleged ward
12/16/21 l LETTER: cover 12/15/2021 .00
12/17/21 02 Forms 10.00
12/17/21 03 Docketing & Index 15.00
12/17/21 04 Computerized Legal Research 3.00
12/17/21 05 Computer Fee 10.00
12/17/21 07 Legal Aid Trust Fund 26.00
12/17/21 08 Dispute Resolution Fund 15.00
12/17/21 16 Special Projects Fund 15.00
12/17/21 cb COST BILL .00
12/17/21 17.0 Application for Appointment of Guardian 20.00
Dana L. Bott (3rd applicant)
12/17/21 ge Entry Setting Hearing 12/20/2021 .00
10:00 A.M.
12/17/21 eb Exhibit A .00
Zoom invite
12/17/21 15.0 Next of Kin .00
12/17/21 15.2 Guardian - Fiduciary's Acceptance .00
12/17/21 15.3 Affidavit of Additional Information .00
12/17/21 15.4 Guardian's Credibility Application .00
12/17/21 16.1 Affidavit of Custody .00
12/17/21 17ca Change of Address Information for .00
Guardianships
12/17/21 15.8 Adult Guardianship Service Information .00
12/17/21 poa Power of Attorney .00
12/17/21 misc Miscellaneous Filing .00
Memorandum in Support of application for
appointment of Guardian of person only
of Alleged Incompetent by Dana Bott
12/17/21 cos Certificate of Service .00
12/17/21 l LETTER: Cover .00
12/17/21 Receipt 582423 114.00
12/17/21 17.8 Investigator's Report .00
12/17/21 cos Certificate of Service 11.00
12/20/21 Pay out made through bookkeeper # 0000070642 .00
ACCT #: 000000000209 85.00
12/20/21 17d Magistrate's Decision Worthington .00
Letters of guardianship shall be issued
upon the completion of Attorney Brown's
guardianship application.
12/20/21 17b Notice To Attorneys and Parties .00
12/20/21 17c Findings of Fact .00
12/21/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/21/21 dr Digital Record of Hearing HJW .00
12/20/2021 ZOOM
12/23/21 02 Forms 10.00
12/23/21 03 Docketing & Index 15.00
12/23/21 04 Computerized Legal Research 3.00
12/23/21 05 Computer Fee 10.00
12/23/21 07 Legal Aid Trust Fund 26.00
12/23/21 08 Dispute Resolution Fund 15.00
12/23/21 16 Special Projects Fund 15.00
12/23/21 cb COST BILL .00
12/23/21 17.0 Application for Appointment of Guardian 20.00
Collin Brown, ESQ
12/23/21 15.0 Next of Kin .00
12/23/21 15.1 Waiver of Notice .00
12/23/21 15.2 Guardian - Fiduciary's Acceptance .00
12/23/21 15.3 Affidavit of Additional Information .00
12/23/21 15.4 Guardian's Credibility Application .00
12/23/21 16.1 Affidavit of Custody .00
12/23/21 17ca Change of Address Information for .00
Guardianships
12/23/21 15.8 Adult Guardianship Service Information .00
12/23/21 igf Indigent Guardianship Fund 30.00
12/23/21 adl Additional Letters of Authority 2.00
12/23/21 cb COST BILL .00
12/23/21 17n Entry Adopting Magistrate's Decision 5.00
12/23/21 cos Certificate of Service .00
12/23/21 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
BROWN, JOHN COLLIN (fidy)
12/23/21 15.9 Oath of Guardian .00
12/23/21 Receipt 582705 167.00
12/27/21 Pay out made through bookkeeper # 0000070706 .00
ACCT #: 000000000209 43.00
01/19/22 misc Miscellaneous Filing .00
01/21/22 m Motion to revoke Durable Power of Atty .00
for Health Care DTD 08/18/2014
01/21/22 eb Exhibit 1 .00
01/21/22 1e Entry Setting Non-Oral Hearing 02/24/2022 5.00
12:00 PM
01/26/22 Receipt 584074 5.00
01/27/22 Pay out made through bookkeeper # 0000071020 .00
ACCT #: 000000000209 1.00
03/04/22 e Entry-the Court hereby revokes the 5.00
durable P.O.A signed on 08/18/2014 by
Lois Bott.
05/03/22 02 Forms 10.00
05/03/22 03 Docketing & Index 15.00
05/03/22 04 Computerized Legal Research 3.00
05/03/22 05 Computer Fee 10.00
05/03/22 07 Legal Aid Trust Fund 26.00
05/03/22 08 Dispute Resolution Fund 15.00
05/03/22 16 Special Projects Fund 15.00
05/03/22 gi Guardianship Investigator's Expense 75.00
05/03/22 cb COST BILL .00
05/03/22 17.0 Application for Appointment of Guardian 20.00
Adriann S. Mc Gee (adding estate)
05/03/22 ge Entry Setting Hearing 06/17/2022 .00
10:00 A.M.
05/03/22 eb Exhibit A .00
Zoom invite
05/03/22 15.0 Next of Kin .00
05/03/22 15.2 Guardian - Fiduciary's Acceptance .00
05/03/22 15.3 Affidavit of Additional Information .00
05/03/22 15.4 Guardian's Credibility Application .00
05/03/22 16.1 Affidavit of Custody .00
05/03/22 17ca Change of Address Information for .00
Guardianships
05/03/22 psoe Proposed Statement of Expert Evaluation .00
05/03/22 misc Miscellaneous Filing .00
05/03/22 15.8 Adult Guardianship Service Information .00
05/03/22 2y Notice of Hearing .00
05/03/22 cos Certificate of Service .00
05/03/22 vgcs Guardianship: Virtual Service Mail Sent 18.54
John Collin Brown 460537
Joseph R. Bott 460520
David P. Bott 460513
05/03/22 vgcs Guardianship: Virtual Service Mail Sent 6.18
James M. Bott 460506
05/03/22 ref No Refund Issued: Less than $1.00 1.46
05/03/22 Receipt 589369 199.00
05/11/22 vcr Virtual Service Returned .00
JRB 460520
05/11/22 vcr Virtual Service Returned .00
JCB 460537
05/27/22 15.1 Waiver of Notice .00
David Bott
James Bott
Jospeh Bott
06/07/22 17.8 Investigator's Report .00
06/07/22 cos Certificate of Service Erik von 11.00
Frese
06/21/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
06/21/22 17d Magistrate's Decision Beaver .00
Accordinly, Adriann S. McGee is hereby
appointed guardian of the estate of
Lois E. Bott. Bond $560,000.00
06/21/22 17b Notice To Attorneys and Parties .00
06/21/22 17c Findings of Fact .00
06/21/22 17n Entry Adopting Magistrate's Decision 5.00
06/21/22 cos Certificate of Service .00
06/22/22 igf Indigent Guardianship Fund 30.00
06/22/22 adl Additional Letters of Authority 2.00
06/22/22 cb COST BILL .00
06/22/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
06/22/22 15.9 Oath of Guardian .00
06/22/22 4.2 Fiduciary's Bond/RLI Surety 560000.00 .00
CBS
N Romanelli
06/22/22 bacb Bond Application for CBS Agency .00
06/22/22 att Attachments .00
Credibility and signature pages
06/22/22 Receipt 591748 74.18
06/23/22 Pay out made through bookkeeper # 0000072440 .00
ACCT #: 000000000209 5.82
07/15/22 att Applicant's Credibility Application .00
08/24/22 15c Application to Release Funds to guardian .00
08/24/22 15d Entry Authorizing Release of Funds 50000.00 5.00
Great American Ins Co 6312
08/24/22 cc Certified Copy 1.00
08/24/22 Receipt 594886 6.00
08/25/22 Pay out made through bookkeeper # 0000073138 .00
ACCT #: 000000000209 11.00
08/31/22 1ca Application for Attorney Fees 10.00
Adriann S McGee
08/31/22 fs Fee Schedule 2.00
08/31/22 morf Magistrate's Order Regarding Fees DENIED .00
08/31/22 Receipt 595233 12.00
09/19/22 6.0 Inventory 339935.72 7.00
MC GEE, ADRIANN S. (fidy)
09/21/22 1ca Application for Attorney Fees AMENDED 10.00
Adriann S. McGee
09/21/22 fs Fee Schedule .00
09/21/22 morf Magistrate's Order Regarding Fees 3536.18 .00
09/21/22 ref No Refund Issued: $1.00 or less 1.00
09/21/22 Receipt 596198 18.00
11/28/22 16k Notice to File 0096282 1.00
12/05/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/15/22 15c Application to Release Funds to guardian .00
12/15/22 15d Entry Authorizing Release of Funds 50000.00 5.00
Great American Life Ins 6312
12/15/22 cc Certified Copy 1.00
12/15/22 Receipt 600457 7.00
01/30/23 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
01/30/23 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
BROWN, JOHN COLLIN (fidy)
01/30/23 22n Guardian's Report 5.00
MC GEE, ADRIANN S. (fidy)
01/30/23 22p Annual Guardianship Plan .00
01/30/23 soe Statement of Expert Evaluation .00
MC GEE, ADRIANN S. (fidy)
01/31/23 Receipt 602547 10.00
02/03/23 22ni Investigator Review of Guardian's Report .00
05/23/23 13k Notice to File Account 0085731 1.00
05/24/23 gcf Guardianship Complaint Filed 001 .00
Bott, Dana L. 001
05/24/23 gcn Guardian Notified of Complaint 05/24/2023 .00
001
05/24/23 gcn Guardian Notified of Complaint 05/24/2023 .00
001
05/24/23 l LETTER: to Mr. Dana L. Bott .00
07/17/23 1ca Application for Attorney Fees 10.00
Adriann S. McGee
07/17/23 fs Fee Schedule .00
07/17/23 morf Magistrate's Order Regarding Fees 4194.35 .00
07/18/23 13a Fiduciary's Partial Account 01 22.00
MC GEE, ADRIANN S. (fidy)
07/18/23 13.1 Receipts and Disbursements .00
07/18/23 13.2 Assets Remaining in Fiduciary's Hands 229639.26 .00
07/18/23 ex Extra Pages 1.00
07/18/23 Receipt 610993 34.00
07/19/23 13e Entry Setting Hearing on Account .00
07/19/23 Pay out made through bookkeeper # 0000076578 .00
ACCT #: 000000000209 33.00
08/03/23 11a Resignation of Fiduciary 5.00
08/03/23 11b Entry Accepting Resignation and Ordering 11/01/2023 5.00
Final Account
BROWN, JOHN COLLIN (fidy)
08/03/23 Receipt 611868 10.00
08/11/23 15c Application to Release Funds to Guardian .00
08/11/23 15d Entry Authorizing Release of Funds to 50000.00 5.00
Guardian: Funds to be distributed to
Lois Bott c/o Adriann McGee for deposit
in Park National Bank Acct. # 8735
08/11/23 cc Certified Copy 1.00
08/11/23 cc Certified Copy 1.00
08/11/23 Receipt 612335 7.00
08/16/23 l LETTER: from Dana L Bott .00
08/29/23 13h Judgment Entry Approving Partial Account .00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/01/23 gcdv Notification of Disposition of 11/01/2023 .00
Guardianship Complaint 001
11/01/23 att Attachments .00
11/01/23 l LETTER: to John Collin Brown .00
11/01/23 l LETTER: to Adriann S. Mc Gee .00
11/01/23 l LETTER: to Mr. Dana Bott .00
11/01/23 mo Magistrate's Order Anzelmo 5.00
11/28/23 3.a Application to Appoint Appraiser .00
11/28/23 3.ae Entry Appointing Appraiser 163 5.00
11/29/23 Receipt 617611 5.00
11/29/23 6n Appraiser's Certificate v 3.00
Gerald Robins
11/29/23 Receipt 617623 3.00
12/07/23 Receipt 618046 5.00
12/15/23 22n Guardian's Report 5.00
BROWN, JOHN COLLIN (fidy)
12/15/23 22p Annual Guardianship Plan .00
12/19/23 Receipt 618668 5.00
12/21/23 02 Forms 10.00
12/21/23 03 Docketing & Index 15.00
12/21/23 04 Computerized Legal Research 3.00
12/21/23 05 Computer Fee 10.00
12/21/23 07 Legal Aid Trust Fund 26.00
12/21/23 08 Dispute Resolution Fund 15.00
12/21/23 16 Special Projects Fund 15.00
12/21/23 gi Guardianship Investigator's Expense 75.00
12/21/23 cb COST BILL .00
12/21/23 17.0 Application for Appointment of Guardian 20.00
Adriann S. Mc Gee (successor person)
12/21/23 ge Entry Setting Hearing 02/15/2024 .00
3:00 p.m.
12/21/23 eb Exhibit A .00
zoom invite
12/21/23 15.0 Next of Kin .00
12/21/23 15.2 Guardian - Fiduciary's Acceptance .00
12/21/23 15.3 Affidavit of Additional Information .00
12/21/23 15.4 Guardian's Credibility Application .00
12/21/23 16.1 Affidavit of Custody .00
12/21/23 17ca Change of Address Information for .00
Guardianships
12/21/23 15.8 Adult Guardianship Service Information .00
12/21/23 l LETTER: Cover .00
12/21/23 2y Notice of Hearing .00
12/21/23 cos Certificate of Service .00
12/21/23 vgcs Guardianship: Virtual Service Mail Sent 7.21
James M. Bott 550849
12/21/23 vgcs Guardianship: Virtual Service Mail Sent 18.84
John Collin Brown 550832
Joseph R. Bott David P. Bott 550863
550856
12/21/23 vgcs Guardianship: Virtual Service Mail Sent 2.79
John Collin Brown 550832
Joseph R. Bott 550863
David P. Bott 550856
12/21/23 Receipt 618772 199.00
01/02/24 vcr Virtual Service Returned .00
DPB 550856
01/02/24 vcr Virtual Service Returned .00
JRB 550863
01/02/24 vcr Virtual Service Returned .00
JMB 550849
01/03/24 16k Notice to File 0085731 1.00
01/03/24 vcr Virtual Service Returned .00
JCB 550832
01/04/24 10j Consent to Power to Sell Real Estate .00
David P. Bott, James M. Bott, Joseph R.
Bott, and Dana Bott
01/09/24 15.1 Waiver of Notice .00
Joe Bott,David Bott,Dana Bott,JIm Bott.
01/09/24 l LETTER: .00
Reminger
01/22/24 22ni Investigator Review of Guardian's Report .00
02/01/24 1ca Application for Attorney Fees 10.00
Collin Brown
02/01/24 1cc Consent to Attorney Fees .00
Adriann McGee
02/01/24 fs Fee Schedule .00
02/01/24 morf Magistrate's Order Regarding Fees 1130.49 .00
02/01/24 1cd Application for Guardian Fees 10.00
Collin Brown
02/01/24 1c Consent .00
Adriann McGee
02/01/24 fs Fee Schedule 4.00
02/01/24 morf Magistrate's Order Regarding Fees 6708.20 .00
02/01/24 ref No Refund Issued: Less than $1.00 .16
02/01/24 Receipt 620741 30.00
02/07/24 17.8 Investigator's Report .00
02/07/24 cos Certificate of Service von Frese 10.50
02/15/24 dr Digital Record of Hearing HJW .00
02/15/2024 / Zoom
02/16/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
02/16/24 17d Magistrate's Decision Worthington .00
Accordingly, Adrian Mc Gee is hereby
appointed guardian of the person and
estate of Lois Elizabeth Bott.
02/16/24 17b Notice To Attorneys and Parties .00
02/16/24 17c Findings of Fact .00
02/16/24 17n Entry Adopting Magistrate's Decision 5.00
02/16/24 cos Certificate of Service .00
02/22/24 igf Indigent Guardianship Fund 30.00
02/22/24 adl Additional Letters of Authority 3.00
02/22/24 cb COST BILL .00
02/22/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
02/22/24 15.9 Oath of Guardian .00
02/22/24 Receipt 621779 67.50
03/29/24 15c Application to Release Funds to Guardian .00
03/29/24 15d Entry Authorizing Release of Funds 12980.41 5.00
MassMutual Ascend Life Ins 6312
03/29/24 cc Certified Copy 2.00
03/29/24 Receipt 623639 7.00
06/18/24 13k Notice to File Account 0085731 1.00
08/20/24 1cd Application for Fiduciary Fees of Person 10.00
Adrian S McGee
08/20/24 fs Fee Schedule 1.00
08/20/24 morf Magistrate's Order Regarding Fees 993.50 .00
08/20/24 Receipt 630813 12.00
08/21/24 l LETTER: Return account .00
Missing vouchers and closing statement
08/21/24 1cd Application for Fiduciary Fees 10.00
Adrian S McGee
08/21/24 fs Fee Schedule 2.00
08/21/24 morf Magistrate's Order Regarding Fees 5285.70 .00
08/21/24 1b Application to Reduce Bond 5.00
08/21/24 1be Entry to Reduce Bond 386000.00 5.00
RLI
08/21/24 Receipt 630944 22.00
08/22/24 Pay out made through bookkeeper # 0000080410 .00
ACCT #: 000000000209 47.00
08/29/24 13a Fiduciary's Partial Account 02 22.00
MC GEE, ADRIANN S. (fidy)
08/29/24 13.1 Receipts and Disbursements .00
08/29/24 13.2 Assets Remaining in Fiduciary's Hands 192806.50 .00
08/29/24 ex Extra Pages 6.00
08/30/24 13e Entry Setting Hearing on Account .00
10/11/24 vcmw Virtual Service Returned/NO SERVICE .00
10/15/24 13h Judgment Entry Approving Partial Account .00
10/21/24 50m Application to Terminate 10.00
10/21/24 50p Entry Terminating and Ordering Final 12/18/2024 5.00
Account
The guardian requesta a reasonable
period of time to file a final account
10/21/24 obit Obituary of Lois Bott .00
10/21/24 Receipt 634048 15.00
10/21/24 50n STAT ONLY Y .00
MC GEE, ADRIANN S. (fidy)
11/19/24 1ca Application for Attorney Fees 10.00
Adriann S. McGee
11/19/24 fs Fee Schedule .00
11/19/24 morf Magistrate's Order Regarding Fees 3256.50 .00
11/20/24 Receipt 635527 38.00
03/21/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/16/25 13m Citation to File Account 0085731 fidy 5.00
05/19/25 vcos Certificate of Service for Virtual Mail .00
05/19/25 vcs Virtual Service Mail Sent 8.16
Adriann S McGee 073235
05/27/25 vcr Virtual Service Returned .00
F01 073235
06/18/25 13.0 Fiduciary's Final Account 03 22.00
MC GEE, ADRIANN S. (fidy)
06/18/25 13.1 Receipts and Disbursements .00
06/18/25 Receipt 646500 35.16
06/20/25 13e Entry Setting Hearing on Account .00
07/28/25 1cd Application for Fiduciary Fees 12.00
Adrian S McGee
07/28/25 fs Fee Schedule .00
07/28/25 morf Magistrate's Order Regarding Fid Fees 1813.59 .00
JAA
07/28/25 1cd Application for Fiduciary Fees of Person 10.00
Adriann S McGee
07/28/25 fs Fee Schedule .00
07/28/25 morf Magistrate's Order Regarding Guard Fees 660.00 .00
JAA
07/28/25 Receipt 648585 22.00
07/31/25 13i Judgment Entry Approving Final Account .00
BALANCE DUE .00
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