Case Docket

Case Number: 614070  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : CARROLL, THOMAS W.
AKA :


Date Code Description Reference Receipt Cost
12/21/21 01 Case Number (Daily Reporter) 10.00
12/21/21 02 Forms 10.00
12/21/21 03 Docketing & Index 15.00
12/21/21 04 Computerized Legal Research 3.00
12/21/21 05 Computer Fee 10.00
12/21/21 07 Legal Aid Trust Fund 26.00
12/21/21 08 Dispute Resolution Fund 15.00
12/21/21 gi Guardianship Investigator's Expense 75.00
12/21/21 16 Special Projects Fund 15.00
12/21/21 cb COST BILL .00
12/21/21 17.0 Application for Appointment of Guardian 20.00
12/21/21 ge Entry Setting Hearing 2/4/2022 .00
10:00 AM
12/21/21 eb Exhibit ZOOM .00
12/21/21 15.0 Next of Kin .00
12/21/21 15.1 Waiver of Notice Blank .00
12/21/21 15.2 Guardian - Fiduciary's Acceptance .00
12/21/21 15.3 Affidavit of Additional Information .00
12/21/21 15.4 Guardian's Credibility Application .00
12/21/21 15.8 Adult Guardianship Service Information .00
12/21/21 16.1 Affidavit of Custody .00
12/21/21 17ca Change of Address Information for .00
Guardianships
12/21/21 dl Copy of Driver's License of: .00
12/21/21 psoe Statement of Expert Evaluation .00
12/21/21 cos Certificate of Service .00
12/21/21 Receipt 582577 199.00
01/28/22 17.8 Investigator's Report .00
01/28/22 cos Certificate of Service Jennifer 11.50
Kincaid,LSW
02/08/22 1da Application for Continuance of Hearing .00
02/08/22 1de Entry Continuing Hearing 02/16/2022 .00
10:00 A.M.
02/08/22 eb Exhibit A .00
Zoom invite
02/08/22 cos Certificate of Service .00
02/08/22 misc Miscellaneous Filing .00
e-mail received
02/17/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
02/17/22 1da Application for Continuance of Hearing .00
02/17/22 1de Entry Continuing Hearing 03/10/2022 5.00
10:00 AM
02/17/22 eb Exhibit ZOOM .00
02/17/22 cos Certificate of Service .00
02/18/22 dr Digital Record of Hearing TAS .00
2/16/22 ZOOM
03/07/22 15.0 Next of Kin amended .00
03/07/22 15.1 Waiver of Notice .00
Rebecca L Price Caroll
Caroline L Bell - GDN
03/10/22 17d Magistrate's Decision .00
That Jennifer A. Summers be appointed TAS
guardian of the person of Thomas W.
Carroll. Ms. Summers will be appointed
03/10/22 ex guardian of the estate upon the .00
presentment of a $40,000.00 bond.
03/10/22 17c Findings of Fact .00
03/10/22 17b Notice To Attorneys and Parties .00
03/10/22 17n Entry Adopting Magistrate's Decision 5.00
03/10/22 l LETTER: COsts due .00
03/11/22 dr Digital Record of Hearing TAS .00
3/10/22 ZOOM
03/18/22 cb COST BILL .00
03/18/22 igf Indigent Guardianship Fund 30.00
03/18/22 adl Additional Letters of Authority 2.00
03/18/22 cos Certificate of Service .00
03/18/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
SUMMERS, JENNIFER A. (fidy)
03/18/22 15.9 Oath of Guardian .00
03/18/22 cc Certified Copy 1.00
03/18/22 Receipt 586819 54.50
10/03/22 02 Forms 10.00
10/03/22 03 Docketing & Index 15.00
10/03/22 04 Computerized Legal Research 3.00
10/03/22 05 Computer Fee 10.00
10/03/22 07 Legal Aid Trust Fund 26.00
10/03/22 08 Dispute Resolution Fund 15.00
10/03/22 16 Special Projects Fund 15.00
10/03/22 gi Guardianship Investigator's Expense 75.00
10/03/22 cb COST BILL .00
10/03/22 17.0 Application for Appointment of Guardian 20.00
Adriann S. McGee
10/03/22 ge Entry Setting Hearing 11/28/2022 .00
2:00 P.M.
10/03/22 eb Exhibit A .00
Zoom invite
10/03/22 15.0 Next of Kin .00
10/03/22 15.2 Guardian - Fiduciary's Acceptance .00
10/03/22 15.3 Affidavit of Additional Information .00
10/03/22 15.4 Guardian's Credibility Application .00
10/03/22 16.1 Affidavit of Custody .00
10/03/22 17ca Change of Address Information for .00
Guardianships
10/03/22 15.8 Adult Guardianship Service Information .00
10/03/22 2y Notice of Hearing .00
10/03/22 cos Certificate of Service .00
10/03/22 vgcs Guardianship: Virtual Service Mail Sent 13.14
Rebecca L. Price Carroll 462289
Jennifer Summers 462296
10/04/22 Receipt 596867 194.00
10/05/22 Pay out made through bookkeeper # 0000073585 .00
ACCT #: 000000000209 5.00
11/10/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/16/22 17.8 Investigator's Report .00
11/16/22 cos Certificate of Service Kincaid 11.50
11/28/22 1da Application for Continuance of Hearing .00
11/28/22 1de Entry Continuing Hearing 12/08/2022 5.00
@11:30am
11/28/22 eb Exhibit A .00
Zoom Invite MKB Rolling
11/28/22 cos Certificate of Service .00
Jennifer A. Summers
Adriann S. Mc Gee
12/13/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
12/14/22 17d Magistrate's Decision Beaver .00
Accordingly, Adriann S. Mc Gee is hereby
appointed guardian of the estate of
Thomas W. Carroll. Bond $43,000.00
12/14/22 17b Notice To Attorneys and Parties .00
12/14/22 17c Findings of Fact .00
12/14/22 cos Certificate of Service .00
12/22/22 cc Certified Copy 3.00
12/28/22 17n Entry Adopting Magistrate's Decision 5.00
12/29/22 Receipt 600971 32.64
12/29/22 igf Indigent Guardianship Fund 30.00
12/29/22 adl Additional Letters of Authority 2.00
12/29/22 cb COST BILL .00
12/29/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
12/29/22 15.9 Oath of Guardian .00
12/29/22 4.2 Fiduciary's Bond/RLI Surety 43000.00 .00
CBS
N Adolph
12/29/22 bacb Bond Application for CBS Agency .00
12/29/22 att Attachments .00
Creditbility and signatures
01/12/23 Receipt 601611 42.00
01/23/23 15c Application to Release Funds to guardian .00
01/23/23 15d Entry Authorizing Release of Funds 1030.32 5.00
Chase Bank 1883
01/23/23 cc Certified Copy 2.00
01/23/23 Receipt 602064 7.00
02/01/23 3.a Application for Appoint,ent of Appraiser .00
02/01/23 3.ae Entry Appointing Appraiser 34 5.00
02/01/23 Receipt 602636 5.00
02/22/23 16k Notice to File Sent To fidy 1.00
02/24/23 1ca Application for Attorney Fees 10.00
Adriann S. McGee
02/24/23 fs Fee Schedule .00
02/24/23 morf Magistrate's Order Regarding Fees 1489.14 .00
02/24/23 10j Consent to Power to Sell Real Estate 1.00
-Guardianship
Jennifer Summers
02/24/23 att Attachment .00
02/24/23 1ae Entry Increasing Bond 302000.00 5.00
RLI Surety
02/24/23 4.2 Fiduciary's Bond 345000.00 .00
RLI Surety
02/24/23 bacb Bond Application for CBS Agency .00
02/24/23 poa Power of Attorney .00
RLI Insurance Company
02/24/23 6.0 Inventory 172462.08 7.00
SUMMERS, JENNIFER A. (fidy)
02/24/23 6n Appraiser's Certificate v 3.00
Gerald Robins
02/24/23 Receipt 603805 23.00
02/27/23 10j Consent to Power to Sell Real Estate 1.00
Carole Bell
02/27/23 att Attachment .00
02/27/23 ref No Refund Issued: $1.00 or less 1.00
02/27/23 Receipt 603888 6.00
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
Jennifewr A Summers 499483
07/12/23 vcr Virtual Service Returned .00
JAS 499483
08/14/23 gcf Guardianship Complaint Filed 001 .00
Price, Cynthia K. 001
08/14/23 att Attachments .00
08/14/23 gcn Guardian Notified of Complaint 08/14/2023 .00
001
08/14/23 gcn Guardian Notified of Complaint 08/14/2023 .00
001
08/14/23 l LETTER: to Cytnthia K. Price .00
08/22/23 rtc Response To a Complaint 001 .00
09/15/23 8rc Entry Continuing Citation Hearing For 12/01/2023 5.00
Report
SUMMERS, JENNIFER A. (fidy)
09/15/23 rm Regular Mail Sent .00
Jennifer A Summers
09/15/23 eb Exhibit .00
10/02/23 gcf Guardianship Complaint Filed 002 .00
Summers, jennifer A. 002
10/02/23 gcn Guardian Notified of Complaint 10/02/2023 .00
002
10/02/23 l LETTER: to Adriann S. Mc Gee .00
10/24/23 gcdv Notification of Disposition of 10/24/2023 .00
Guardianship Complaint 002
10/24/23 att Attachments .00
10/24/23 l LETTER: to Jennifer A. Summers .00
10/24/23 l LETTER: to Adriann S. Mc Gee .00
10/24/23 mo Magistrate's Order Anzelmo 5.00
10/24/23 gcdv Notification of Disposition of 10/24/2023 .00
Guardianship Complaint 001
10/24/23 att Attachments .00
10/24/23 l LETTER: to Adriann S. Mc Gee .00
10/24/23 l LETTER: Jennifer A. Summers .00
10/24/23 l LETTER: to Cynthia K. Price .00
10/24/23 mo Magistrate's Order Anzelmo 5.00
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/30/23 13k Notice to File Account 0085731 1.00
12/21/23 8rc Entry Continuing Citation Hearing For 01/05/2024 5.00
Report
SUMMERS, JENNIFER A. (fidy)
12/21/23 eb Exhibit .00
Zoom Hearing
01/02/24 22n Guardian's Report 5.00
SUMMERS, JENNIFER A. (fidy)
01/05/24 8soe Entry Continuing Citation Hearing for 02/09/2024 5.00
Expert Evaluation
SUMMERS, JENNIFER A. (fidy)
01/05/24 rm Regular Mail Sent .00
01/05/24 eb Exhibit .00
Zoom Hearing
01/22/24 soe Statement of Expert Evaluation .00
SUMMERS, JENNIFER A. (fidy)
01/22/24 22ni Investigator Review of Guardian's Report .00
01/30/24 13a Fiduciary's Partial Account 01 22.00
MC GEE, ADRIANN S. (fidy)
01/30/24 13.1 Receipts and Disbursements .00
01/30/24 13.2 Assets Remaining in Fiduciary's Hands 1957.09 .00
01/30/24 ex Extra Pages 2.15
01/30/24 Receipt 620588 57.00
01/30/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
01/30/24 fs Fee Schedule .00
01/30/24 morf Magistrate's Order Regarding Fees 2727.54 .00
01/31/24 13e Entry Setting Hearing on Account .00
02/05/24 Receipt 620876 20.00
03/12/24 13h Judgment Entry Approving Partial Account .00
03/13/24 gcf Guardianship Complaint Filed 003 .00
Summers, Jennifer A. 003
03/13/24 att Attachments .00
03/13/24 gcn Guardian Notified of Complaint 03/13/2024 .00
003
03/13/24 l LETTER: to Jennifer A. Summers .00
04/04/24 6.b Report of Newly Discovered Assets 7.00
04/04/24 6.be Entry Approving Report of Newly 4892.64 5.00
Assets
04/04/24 1b Application to Reduce Bond 5.00
04/04/24 1be Entry to Reduce Bond 40000.00 5.00
RLI Surety
04/04/24 Receipt 623939 7.00
04/10/24 Receipt 624138 15.00
05/01/24 gcdv Notification of Disposition of 03/13/2024 .00
Guardianship Complaint 003
05/01/24 att Attachments .00
05/01/24 l LETTER: to Jennifer A Summers .00
from Leslie Williams
05/01/24 l LETTER: to Adriann S McGee .00
from Leslie Williams
05/01/24 mo Magistrate's Order Complaint Disposition MCD 5.00
-Guard of Estate shall transition
Mr Carroll's income to a third-party rep
payee within 60 days & then apply to the
05/01/24 ex court to terminate guardianship .00
07/18/24 cor Correspondence Received (NOT EVIDENCE) .00
07/18/24 cor Correspondence Received (NOT EVIDENCE) .00
07/18/24 17.8g Court Investigator's Comments Williams .00
07/18/24 1e Entry Setting Remote Hearing 07/29/2024 5.00
-Investigator's Comments Filed 07/18/24 9:00 AM
SUMMERS, JENNIFER A. (fidy)
07/18/24 eb Exhibit A & B .00
07/18/24 cos Certificate of Service .00
07/30/24 mo Magistrate's Order MCD 5.00
-see dec
07/30/24 cos Certificate of Service .00
08/12/24 eml e-Mail Correspondence Received from: .00
-Adriann McGee
(NOT EVIDENCE)
10/08/24 gcf Guardianship Complaint Filed 004 .00
Probate Court, Franklin County
10/09/24 gcn Guardian Notified of Complaint 10/08/2024 .00
004
10/10/24 gcdv Notification of Disposition of 10/08/2024 .00
Guardianship Complaint 004
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. Jennifer A. Summers
FROM: Eric R. Horvath
10/22/24 l LETTER: 10/21/2024 .00
TO: Ms. Adriann S. McGee, Esq.
FROM: Eric R. Horvath
11/06/24 l LETTER: .00
Reminger
11/06/24 2.1 Notice .00
12/02/24 16k Notice to File Sent To fidy 1.00
12/23/24 23k Notice to File Expert Evaluation Sent To fidy 1.00
12/30/24 13k Notice to File Account 0085731 1.00
02/21/25 13a Fiduciary's Partial Account 02 22.00
MC GEE, ADRIANN S. (fidy)
02/21/25 13.1 Receipts and Disbursements .00
02/21/25 13.2 Assets Remaining in Fiduciary's Hands 348.68 .00
02/21/25 rusm Regular U.S. Mail .69
02/24/25 13e Entry Setting Hearing on Account .00
03/03/25 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
03/03/25 fs Fee Schedule .00
03/03/25 morf Magistrate's Order Regarding Fees 2482.45 .00
03/03/25 Receipt 640546 33.00
03/14/25 Receipt 641119 17.69
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/07/25 13h Judgment Entry Approving Partial Account .00
07/21/25 16m Citation to File sent to guar 5.00
07/21/25 vcos Certificate of Service for Virtual Mail .00
07/21/25 vcs Virtual Service Mail Sent 8.86
Jennifer A Summers 082190
09/03/25 vcr Virtual Service Returned .00
F01 082190
09/22/25 8rc Entry Continuing Citation Hearing For 12/05/2025 5.00
Report
SUMMERS, JENNIFER A. (fidy)
09/22/25 rm Regular Mail Sent .00
12/04/25 17.8g Court Investigator's Comments .00
12/10/25 8rc Entry Continuing Citation Hearing For 02/13/2026 5.00
Report
SUMMERS, JENNIFER A. (fidy)
12/10/25 rm Regular Mail Sent .00
12/12/25 soe Statement of Expert Evaluation .00
SUMMERS, JENNIFER A. (fidy)
01/28/26 13k Notice to File Account 0085731 1.00
06/04/26 1cd Application for Fiduciary Fees 10.00
Addriann S McGee
06/04/26 fs Fee Schedule .00
06/04/26 morf Magistrate's Order Regarding FidFees 810.74 .00
TPS
06/04/26 13a Fiduciary's Partial Account 01 23.00
MC GEE, ADRIANN S. (fidy)
06/04/26 13.1 Receipts and Disbursements .00
06/04/26 13.2 Assets Remaining in Fiduciary's Hands 1360.65 .00
06/04/26 Receipt 666692 57.86
06/05/26 13e Entry Setting Hearing on Account .00
07/16/26 13h Judgment Entry Approving Partial Account .00
08/06/26 15c Application to Release Funds .00
08/06/26 15d Entry Authorizing Release of Funds JAA 5.00
US Bank Acct 1310 88.69
08/06/26 Receipt 670548 5.00
BALANCE DUE .00
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