Case Docket

Case Number: 614001  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : BLANKS, PAUL M.
AKA :


Date Code Description Reference Receipt Cost
12/16/21 01 Case Number (Daily Reporter) 10.00
12/16/21 02 Forms 10.00
12/16/21 03 Docketing & Index 15.00
12/16/21 04 Computerized Legal Research 3.00
12/16/21 05 Computer Fee 10.00
12/16/21 07 Legal Aid Trust Fund 26.00
12/16/21 08 Dispute Resolution Fund 15.00
12/16/21 gi Guardianship Investigator's Expense 75.00
12/16/21 16 Special Projects Fund 15.00
12/16/21 cb COST BILL .00
12/16/21 17.0 Application for Appointment of Guardian 20.00
12/16/21 ge Entry Setting Hearing 1/26/2022 .00
11:00 AM
12/16/21 eb Exhibit ZOOM .00
12/16/21 15.0 Next of Kin .00
12/16/21 15.1 Waiver of Notice .00
James A Nicholson
12/16/21 15.2 Guardian - Fiduciary's Acceptance .00
12/16/21 15.3 Affidavit of Additional Information .00
12/16/21 eb Exhibit A - Inventory .00
12/16/21 15.4 Guardian's Credibility Application .00
12/16/21 15.8 Adult Guardianship Service Information .00
12/16/21 17ca Change of Address Information for .00
Guardianships
12/16/21 psoe Statement of Expert Evaluation .00
12/16/21 cos Certificate of Service .00
01/07/22 bcr Background Check Received .00
James Nicholson
01/07/22 bcr Background Check Received .00
James Nicholson
01/14/22 17.8 Investigator's Report .00
01/14/22 cos Certificate of Service Erik von 24.00
Frese
01/21/22 sc Substitution of Counsel 0093363 .00
Jessica Roshon
01/21/22 l LETTER: .00
01/27/22 dr Digital Record of Hearing ELC .00
1/26/22 ZOOM
03/02/22 l LETTER: .00
03/02/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/02/22 poa Power of Attorney .00
Health care pOA
03/02/22 17d Magistrate's Decision Cook .00
Accordingly, James A. Nicholson be
appointed guardian of the person and
estate of Paul M. Blanks.
03/02/22 ex Extra Pages .00
Bond is $950,000.00
03/02/22 17b Notice To Attorneys and Parties .00
03/02/22 17c Findings of Fact .00
03/02/22 17n Entry Adopting Magistrate's Decision 5.00
03/02/22 cos Certificate of Service .00
03/03/22 cb COST BILL .00
03/03/22 igf Indigent Guardianship Fund 30.00
03/03/22 15.5 Entry Appointing Guardian, Letter of ELC 5.00
Authority
NICHOLSON, JAMES A. (fidy)
03/03/22 15.9 Oath of Guardian .00
03/03/22 4.2 Fiduciary's Bond 950000.00 .00
OH Surety
03/03/22 poa Power of Attorney .00
03/03/22 att Credabillity & Signature Pages .00
03/03/22 Receipt 585891 233.00
03/09/22 50k Application to Amend Letters of .00
Authority
03/09/22 50l Entry Amending Letters of Authority .00
03/09/22 al Amended Letters of Authority .00
03/28/22 15c Application to Release Funds .00
03/28/22 15d Entry Authorizing Release of Funds mcd 5.00
03/28/22 cc Certified Copy 1.00
05/04/22 6k Notice to File Inventory 0093363 1.00
06/07/22 1b Application to Reduce Bond 5.00
06/07/22 1be Entry to Reduce Bond 860000.00 5.00
Oh Casualty
06/07/22 1ca Application for Attorney Fees 10.00
Jessica N Roshon 1592.50
312.00
06/07/22 fs Fee Schedule .00
06/07/22 morf Magistrate's Order Regarding Fees 1592.50 .00
06/07/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/07/22 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
06/07/22 6.0 Inventory 429173.38 7.00
06/08/22 c Copy 1.00
06/08/22 Receipt 591029 80.00
08/23/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/23/22 att Attachments .00
08/23/22 15bn Entry Authorizing Expenditure of Funds 2667.55 5.00
(Non-Custodial) 30952.92
33214.96
08/23/22 Receipt 594760 15.00
09/07/22 l LETTER: cover 09/01/2022 .00
09/07/22 51d Motion to Allow Gifting .00
09/07/22 mem Memorandum in Support .00
09/07/22 att Attachments 8.00
09/07/22 2w Waiver of Notice of Hearing & Consent .00
to Gift
Bianca Bo Bosh & Jacqui Celeste Panaino
09/07/22 1e Entry Setting Remote Hearing 10/12/2022 5.00
10:00 AM
09/07/22 eb Exhibit A .00
09/08/22 Receipt 595570 13.00
09/12/22 Pay out made through bookkeeper # 0000073303 .00
ACCT #: 000000000209 15.00
09/27/22 l LETTER: cover 09/08/2022 .00
09/27/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/27/22 att Attachments .00
09/27/22 15bn Entry Authorizing Expenditure of Funds 1460.05 5.00
(Non-Custodial)
09/27/22 Receipt 596592 15.00
10/17/22 1da Application for Continuance of Hearing .00
10/17/22 1de Entry Continuing Hearing 12/01/2022 5.00
10:00 a.m.
10/17/22 eb Exhibit A .00
zoom invite
10/17/22 cos Certificate of Service .00
11/10/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/01/22 dr Digital Record of Hearing MCD .00
12/1/22 ZOOM
12/08/22 aos Affidavit of Service .00
12/08/22 nc Notice of Change of Address of: .00
Paul M. Blanks
12/08/22 15.1 Waiver of Notice of Hearing and Consent .00
to Gift
12/14/22 1da Application for Continuance of Hearing .00
12/14/22 1de Entry Continuing Hearing 02/06/2023 5.00
10:00 a.m.
12/14/22 eb Exhibit A .00
zoom invite
12/14/22 nc Notice of Change of Address of: .00
Paul M. Blanks
12/14/22 cos Certificate of Service .00
02/06/23 16k Notice to File 0093363 1.00
02/06/23 13k Notice to File Account 0093363 1.00
02/06/23 dr Digital Record of Hearing MCD .00
2/6/23 ZOOM
02/16/23 17d Magistrate's Decision Duffy .00
In accordance with the findings of fact
and conclusions of law set forth above,
this magistrate recommends that the
02/16/23 ex Extra Pages .00
Guardian be Authorized to gift of the
interest and assets o PitchProGolf,LLC
from the estate of Paul M. Blanks to
02/16/23 ex Extra Pages .00
Allison Papp.
02/16/23 17b Notice To Attorneys and Parties .00
02/16/23 17c Findings of Fact .00
02/16/23 cos Certificate of Service .00
02/17/23 3.b Application to Dispense With Appraisal .00
02/17/23 mem Memorandum in Support .00
02/17/23 eb Exhibit .00
A-D
02/17/23 3.be Entry Dispensing With Appraisal 5.00
02/17/23 6a Amended Inventory 429173.38 7.00
02/17/23 l LETTER: .00
To Attorney For Court Costs
02/27/23 Receipt 603886 24.00
03/06/23 17n Entry Adopting Magistrate's Decision Judge Mackey 5.00
03/06/23 cos Certificate of Service .00
03/08/23 13n Application to Extend Time to File .00
Account
03/08/23 13o Entry Extending Time to File Account 04/07/2023 5.00
03/15/23 9.7 Application to Transfer Motor Vehicle .00
03/15/23 9.8 Entry Approving Transfer of Motor 2015 5.00
Vehicle Chrysler
03/15/23 cc Certified Copy 1.00
03/15/23 cc Certified Copies 2.00
03/15/23 Receipt 604693 8.00
04/03/23 nc Notice of Change of Address of: .00
James Nicholson
04/11/23 l LETTER: .00
Cover Letter
04/11/23 13n Application to Extend Time to File .00
Account
04/11/23 13o Entry Extending Time to File Account 05/12/2023 5.00
04/20/23 Receipt 606710 15.00
06/05/23 1ca Application for Attorney Fees 10.00
Jessica N jRoshon
06/05/23 fs Fee Schedule .00
06/05/23 morf Magistrate's Order Regarding Fees 3057.50 .00
06/05/23 1cd Application for Fiduciary Fees 10.00
James Nicholson
06/05/23 fs Fee Schedule .00
06/05/23 morf Magistrate's Order Regarding Fees 1422.93 .00
06/06/23 13a Fiduciary's Partial Account 01 22.00
06/06/23 13.1 Receipts and Disbursements .00
06/06/23 13.2 Assets Remaining in Fiduciary's Hands 230543.40 .00
06/06/23 Receipt 608994 42.00
06/07/23 13e Entry Setting Hearing on Account .00
07/03/23 16m Citation to File sent to guar 5.00
07/03/23 vcos Certificate of Service for Virtual Mail .00
07/03/23 vcs Virtual Service Mail Sent 6.85
James A Nicholson 499469
07/03/23 vcs Virtual Service Mail Sent 6.85
Jessica N Roshon 499476
07/18/23 13h Judgment Entry Approving Partial Account .00
07/18/23 22n Guardian's Report 5.00
07/19/23 Receipt 611121 5.00
07/24/23 22ni Investigator Review of Guardian's Report .00
07/24/23 soe Statement of Expert Evaluation .00
07/24/23 l LETTER: .00
Taps, Sutton, Roshon
07/25/23 Receipt 611331 18.70
07/26/23 Pay out made through bookkeeper # 0000076683 .00
ACCT #: 000000000209 5.00
10/17/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/17/23 att Attachments .00
10/17/23 15bn Entry Authorizing Expenditure of Funds 1000.00 5.00
(Non-Custodial)
10/17/23 Receipt 615613 15.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/14/23 15c Application to Release Funds to Guardian .00
11/14/23 15d Entry Authorizing Release of Funds ELC 5.00
-Transfer of Huntington Business Acct.
#1771 to Allison Papp.
11/14/23 cc Certified Copy 1.00
11/14/23 Receipt 617007 6.00
11/15/23 Pay out made through bookkeeper # 0000077805 .00
ACCT #: 000000000209 9.00
05/07/24 13k Notice to File Account 0093363 1.00
06/18/24 16k Notice to File 0093363 1.00
06/18/24 l LETTER:Cover Letter. 06/12/2024 .00
06/18/24 13n Application to Extend Time to File .00
Account
06/18/24 13o Entry Extending Time to File Account 09/17/2024 5.00
06/24/24 23k Notice to File Expert Evaluation 0093363 1.00
09/24/24 nc Notice of Change of Address of: .00
Paul Blanks
6869 Merom Landing
Westerville, OH 43082
09/24/24 22n Guardian's Report 5.00
09/26/24 11a Resignation of Fiduciary 5.00
James Nicholson
09/26/24 11b Entry Accepting Resignation and Ordering 12/31/2024 5.00
Final Account
Upon the appointment of a successor
fiduciary.
09/26/24 l LETTER: .00
Cover
09/26/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
09/26/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
09/26/24 soe Statement of Expert Evaluation .00
09/26/24 22ni Investigator Review of Guardian's Report .00
09/26/24 ref No Refund Issued: $1.00 or less 1.00
09/26/24 Receipt 632749 29.00
09/30/24 11a Resignation of Fiduciary 5.00
James Nicholson
09/30/24 11b Entry Accepting Resignation and Ordering 12/31/2024 5.00
Final Account must file an account of
the administration of this matter on or
before
10/02/24 02 Forms 10.00
10/02/24 03 Docketing & Index 15.00
10/02/24 04 Computerized Legal Research 3.00
10/02/24 05 Computer Fee 10.00
10/02/24 07 Legal Aid Trust Fund 26.00
10/02/24 08 Dispute Resolution Fund 15.00
10/02/24 16 Special Projects Fund 15.00
10/02/24 gi Guardianship Investigator's Expense 75.00
10/02/24 cb COST BILL .00
10/02/24 17.0 Application for Appointment of Guardian 20.00
Adriann S. Mc Gee (successor)
10/02/24 ge Entry Setting Hearing 12/11/2024 .00
1:30 p.m.
10/02/24 eb Exhibit A .00
zoom invite
10/02/24 15.0 Next of Kin .00
10/02/24 15.2 Guardian - Fiduciary's Acceptance .00
10/02/24 15.3 Affidavit of Additional Information .00
10/02/24 misc Miscellaneous Filing .00
Guardian's Inventory
10/02/24 15.4 Guardian's Credibility Application .00
10/02/24 16.1 Affidavit of Custody .00
10/02/24 17ca Change of Address Information for .00
Guardianships
10/02/24 4.2B Proposed Bond Documents .00
10/02/24 att Attachments .00
10/02/24 psoe Statement of Expert Evaluation .00
10/02/24 15.8 Adult Guardianship Service Information .00
10/02/24 l LETTER: Cover .00
10/02/24 pbmr Courts Internal PB Mailer Request .00
10/02/24 cos Certificate of Service .00
10/02/24 2y Notice of Hearing .00
10/02/24 cos Certificate of Service .00
10/02/24 vgcs Guardianship: Virtual Service Mail Sent 8.16
James A. Nicholson 024985
10/02/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
10/02/24 Receipt 633087 199.00
10/22/24 vcr Virtual Service Returned .00
G1 024985
11/27/24 17.8 Investigator's Report .00
11/27/24 cos Certificate of Service Kincaid 24.00
12/11/24 dr Digital Record of Hearing HLS .00
12/11/2024 / Zoom
12/11/24 dr Digital Record of Hearing JAA .00
12/11/2024 / Zoom
01/09/25 dr Digital Record of Hearing HLS .00
01/09/2025 / Zoom
01/13/25 17d Magistrate's Decision .00
Adriann McGee be appointed successor
guardian of the person and estate of
Paul M. Blanks.
01/13/25 17b Notice To Attorneys and Parties .00
01/13/25 17c Findings of Fact .00
01/13/25 17n Entry Adopting Magistrate's Decision 5.00
01/13/25 cos Certificate of Service .00
01/16/25 4.2B Proposed Bond Documents .00
01/16/25 att Attachments .00
01/16/25 4.2 Fiduciary's Bond 430000.00 .00
RLI
01/21/25 igf Indigent Guardianship Fund 30.00
01/21/25 adl Additional Letters of Authority 1.00
01/21/25 cb COST BILL .00
01/21/25 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
01/21/25 15.9 Oath of Guardian .00
01/21/25 adl Additional Letters of Authority 3.00
01/21/25 Receipt 638325 76.16
03/06/25 l LETTER:Cover Letter. 02/27/2025. .00
03/06/25 1ca Application for Attorney Fees 10.00
Jessica N. Roshon. 2109.50
119.26
03/06/25 fs Fee Schedule .00
03/06/25 morf Magistrate's Order Regarding Fees 2109.50 .00
119.26
03/06/25 1cd Application for Fiduciary Fees 10.00
James Nicholson. 4144.52
0.00
03/06/25 fs Fee Schedule .00
03/06/25 morf Magistrate's Order Regarding Fees 4144.52 .00
0.00
03/06/25 l LETTER:Account returned. Need bank state .00
ments and vouchers. Need court costs.
03/17/25 l LETTER:Cover Letter. 03/11/2025. .00
03/17/25 l LETTER:Returning account. Need to show .00
$0.00 balance in assets remaining from
previous guardian. Returning check.
03/19/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/19/25 att Attachment .00
03/19/25 15bn Entry Authorizing Expenditure of Funds 74774.00 5.00
(Non-Custodial) 10000.00
03/19/25 Receipt 641385 15.00
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/25/25 Receipt 641640 20.00
03/26/25 l LETTER: Return account .00
Missing vouchers
04/16/25 13.0 Fiduciary's Final Account 02 22.00
NICHOLSON, JAMES A. (fidy)
04/16/25 13.1 Receipts and Disbursements .00
04/16/25 Receipt 642984 22.00
04/17/25 13e Entry Setting Hearing on Account .00
04/17/25 Pay out made through bookkeeper # 0000082524 .00
ACCT #: 000000000209 20.00
05/28/25 13i Judgment Entry Approving Final Account .00
07/18/25 1ca Application for Attorney Fees 10.00
Adriann S McGee
07/18/25 fs Fee Schedule .00
07/18/25 morf Magistrate's Order Regarding Atty Fees 2850.16 .00
TAS
07/18/25 Receipt 648060 10.00
12/16/25 rcloa Request for LOA Certified Copies .00
12/16/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/16/25 att Attachments .00
12/16/25 15bn Entry Authorizing Expenditure of Funds 2502.00 5.00
(Non-Custodial) JAA
12/16/25 Receipt 656548 15.00
12/16/25 cc Certified Copy 1.00
12/16/25 Receipt 656635 1.00
12/22/25 16k Notice to File 0085731 1.00
12/22/25 13k Notice to File Account 0085731 1.00
01/20/26 15c Application to Release Funds .00
01/20/26 15d Entry Authorizing Release of Funds BCH 5.00
Huntington Acct 1432 7748.66
01/20/26 Receipt 658243 7.00
01/20/26 cc Certified Copy 1.00
01/20/26 rusm Regular U.S. Mail .74
03/12/26 1cd Application for Fiduciary Fees 13.00
Adriann S McGee
03/12/26 fs Fee Schedule .00
03/12/26 morf Magistrate's Order Regarding Fid Fees 6663.91 .00
MKB, BCH
03/12/26 13a Fiduciary's Partial Account 01 24.00
MC GEE, ADRIANN S. (fidy)
03/12/26 13.1 Receipts and Disbursements .00
03/12/26 13.2 Assets Remaining in Fiduciary's Hands 10594.69 .00
03/12/26 Receipt 661412 38.74
03/13/26 13e Entry Setting Hearing on Account .00
04/23/26 13h Judgment Entry Approving Partial Account .00
07/27/26 m Motion to Establish Qualivied Income 2.00
Trust Account
07/27/26 att Attachments .00
Qualified Income Trust
07/27/26 e Entry TAS 5.00
07/27/26 Receipt 669797 7.00
08/20/26 50m Application to Terminate 10.00
Ward date of death is 08/09/2026
08/20/26 misc Ohio Department of Health .00
08/20/26 50p Entry Terminating and Ordering Final 10/02/2026 5.00
Account
MC GEE, ADRIANN S. (fidy)
08/20/26 Receipt 671262 15.00
08/20/26 dec Ward Deceased. .00
MC GEE, ADRIANN S. (fidy)
BALANCE DUE .00
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