Case Docket

Case Number: 616354  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : THOMAS, MARGARETT L.
AKA :


Date Code Description Reference Receipt Cost
04/11/22 01 Case Number (Daily Reporter) 10.00
04/11/22 02 Forms 10.00
04/11/22 03 Docketing & Index 15.00
04/11/22 04 Computerized Legal Research 3.00
04/11/22 05 Computer Fee 10.00
04/11/22 07 Legal Aid Trust Fund 26.00
04/11/22 08 Dispute Resolution Fund 15.00
04/11/22 gi Guardianship Investigator's Expense 75.00
04/11/22 16 Special Projects Fund 15.00
04/11/22 cb COST BILL .00
04/11/22 17.0 Application for Appointment of Guardian 20.00
Phillip Fierst
04/11/22 15.0 Next of Kin .00
04/11/22 15.1 Waiver of Notice .00
04/11/22 15.2 Guardian - Fiduciary's Acceptance .00
04/11/22 15.3 Affidavit of Additional Information .00
04/11/22 15.4 Guardian's Credibility Application .00
04/11/22 16.1 Affidavit of Custody .00
04/11/22 17ca Change of Address Information for .00
Guardianships
04/11/22 psoe Proposed Statement of Expert Evaluation .00
04/11/22 15.8 Adult Guardianship Service Information .00
04/11/22 m Motion To Expedite Hearing .00
04/11/22 e Entry Expediting Hearing 04/22/2022 5.00
2:00 P.M.
04/11/22 eb Exhibit A .00
Zoom invite
04/12/22 Receipt 588193 204.00
04/15/22 17.8 Investigator's Report .00
04/15/22 cos Certificate of Service Jennifer 9.50
Kincaid,LSW
04/25/22 dr Digital Record of Hearing MKB .00
4/22/22 ZOOM
04/25/22 cor Correspondence Received (NOT EVIDENCE) .00
05/24/22 dr Digital Record of Hearing MKB .00
5/23/22 ZOOM
05/24/22 17d Magistrate's Decision Beaver .00
Accordingly, Mr. Fierst is hereby
appointed guardian of the person and
estate of Margarett L. Thomas.
05/24/22 ex Extra Pages .00
Bond is set at $45,000.00
05/24/22 17b Notice To Attorneys and Parties .00
05/24/22 17c Findings of Fact .00
05/24/22 17n Entry Adopting Magistrate's Decision 5.00
05/24/22 cos Certificate of Service .00
06/16/22 igf Indigent Guardianship Fund 30.00
06/16/22 adl Additional Letters of Authority 1.00
06/16/22 cb COST BILL .00
06/16/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FIERST, PHILLIP JOHN (fidy)
06/16/22 15.9 Oath of Guardian .00
06/21/22 4.2 Fiduciary's Bond/RLI Surety 45000.00 .00
CBS
N Romanelli
06/21/22 bacb Bond Application for CBS Agency .00
06/21/22 att Attachments .00
Credibility and signature pages
06/21/22 Receipt 591707 50.50
06/22/22 Pay out made through bookkeeper # 0000072429 .00
ACCT #: 000000000209 4.50
08/15/22 1ae Entry Increasing Bond 115000.00 5.00
RLI
08/15/22 4.2 Fiduciary's Bond/RLI Surety 160000.00 .00
RLI
N Romanelli
08/15/22 bacb Bond Application for CBS Agency .00
08/15/22 15c Application to Release Funds to guardian .00
08/15/22 15d Entry Authorizing Release of Funds 309.99 5.00
Chase Bank Check 5531 / Plus Check 3238 37182.71
Chase Plus Sav 0070 19567.77
08/15/22 cc Certified Copy 1.00
08/15/22 Receipt 594327 11.00
08/17/22 6k Notice to File Inventory 0096675 1.00
08/22/22 move Application and Magistrate's Order To TAS .00
Move Ward To More Restrictive Setting
09/06/22 1ae Entry Increasing Bond 45000.00 5.00
RLI
09/06/22 4.2 Fiduciary's Bond/RLI Surety 205000.00 .00
RLI
N. Romanelli
09/06/22 bacb Bond Application for CBS Agency .00
09/06/22 6.0 Inventory 211596.98 7.00
09/06/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/06/22 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
09/06/22 Receipt 595470 28.00
10/03/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/03/22 15bn Entry Authorizing Expenditure of Funds 6545.00 5.00
(Non-Custodial) 6250.00
445.00
10/03/22 Receipt 596847 15.00
10/10/22 1ca Application for Attorney Fees 10.00
Phillip Fierst
10/10/22 fs Fee Schedule .00
10/10/22 morf Magistrate's Order Regarding Fees 3969.25 .00
10/10/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/10/22 15bn Entry Authorizing Expenditure of Funds 7666.00 5.00
(Non-Custodial) 7500.00/mnth
10/10/22 Receipt 597213 25.00
10/31/22 mo Motion for Authority to Auction the 5.00
Ward's Automobile
10/31/22 e Entry MKB .00
11/01/22 Receipt 598399 5.00
11/02/22 15c Application to Release Funds to Guardian .00
11/02/22 15d Entry Authorizing Release of Funds 82133.96 5.00
from PNC Bank Acct: 1345
11/02/22 1ae Entry Increasing Bond 165000.00 5.00
RLI Surety
11/02/22 4.2 Fiduciary's Bond/RLI Surety 370000.00 .00
RLI Surety
N Romanelli
11/02/22 bacb Bond Application for CBS Agency .00
11/02/22 6.b Report of Newly Discovered Assets 7.00
11/02/22 6.be Entry Approving Report of Newly 82133.96 5.00
Assets
11/02/22 Receipt 598433 22.00
11/03/22 Pay out made through bookkeeper # 0000073935 .00
ACCT #: 000000000209 7.00
11/07/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/07/22 15bn Entry Authorizing Expenditure of Funds 314.00 5.00
(Non-Custodial)
11/07/22 Receipt 598587 15.00
11/07/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/12/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/22 15bn Entry Authorizing Expenditure of Funds 350.00 5.00
(Non-Custodial) 28.00
60.00/month
250.00/month
12/12/22 Receipt 600218 15.00
01/17/23 02 Forms 10.00
01/17/23 03 Docketing & Index 15.00
01/17/23 04 Computerized Legal Research 3.00
01/17/23 05 Computer Fee 10.00
01/17/23 07 Legal Aid Trust Fund 26.00
01/17/23 08 Dispute Resolution Fund 15.00
01/17/23 16 Special Projects Fund 15.00
01/17/23 gi Guardianship Investigator's Expense 75.00
01/17/23 cb COST BILL .00
01/17/23 17.0 Application for Appointment of Guardian 20.00
01/17/23 ge Entry Setting Hearing 03/22/2023 .00
11:00 a.m.
01/17/23 eb Exhibit A .00
Zoom invite
01/17/23 15.0 Next of Kin .00
01/17/23 15.2 Guardian - Fiduciary's Acceptance .00
01/17/23 15.3 Affidavit of Additional Information .00
01/17/23 15.4 Guardian's Credibility Application .00
01/17/23 15.8 Adult Guardianship Service Information .00
01/17/23 16.1 Affidavit of Custody .00
01/17/23 17ca Change of Address Information for .00
Guardianships
01/17/23 l LETTER: Cover .00
01/17/23 Receipt 601784 189.00
01/18/23 Pay out made through bookkeeper # 0000074657 .00
ACCT #: 000000000209 10.00
01/20/23 11a Resignation of Fiduciary 5.00
Phillip Fierst, Esq
01/20/23 11b Entry Accepting Resignation and Ordering 03/31/2023 5.00
Final Account
01/20/23 Receipt 602012 10.00
03/20/23 17.8 Investigator's Report von Frese .00
03/20/23 cos Certificate of Service 17.00
03/27/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
03/27/23 17d Magistrate's Decision Stone .00
Adrienne S. Mc Gee be appointed
successor guardian of the person and
estate of Margarett L. Thomas.
03/27/23 ex Extra Pages .00
Bond is set at $40,000.00
03/27/23 17b Notice To Attorneys and Parties .00
03/27/23 17c Findings of Fact .00
03/27/23 17n Entry Adopting Magistrate's Decision 5.00
03/27/23 cos Certificate of Service .00
03/27/23 1ae Entry Increasing Bond 210000.00 5.00
RLI
03/27/23 4.2 Fiduciary's Bond 580000.00 .00
RLI
03/27/23 poa Power of Attorney .00
03/27/23 bacb Bond Application for CBS Agency .00
03/27/23 Receipt 605302 5.00
03/31/23 igf Indigent Guardianship Fund 30.00
03/31/23 adl Additional Letters of Authority 2.00
03/31/23 cb COST BILL .00
03/31/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ANDRIANN S. (fidy)
03/31/23 15.9 Oath of Guardian .00
03/31/23 4.2 Fiduciary's Bond 40000.00 .00
CBS
03/31/23 bacb Bond Application for CBS Agency .00
03/31/23 poa Power of Attorney .00
03/31/23 misc copy of app sig .00
03/31/23 misc copy of cred page .00
03/31/23 Receipt 605622 59.00
04/18/23 13m Citation to File Account sent to fidy 5.00
04/24/23 15c Application to Release Funds to guardian .00
04/24/23 15d Entry Authorizing Release of Funds 82142.15 5.00
PNC Money Market Acct 1345
04/24/23 cc Certified Copy 2.00
04/24/23 Receipt 606879 7.00
04/25/23 13.0 Fiduciary's Final Account 01 22.00
FIERST, PHILLIP JOHN (fidy)
04/25/23 13.1 Receipts and Disbursements .00
04/25/23 ex Extra Pages 1.00
04/25/23 Receipt 606929 22.00
04/26/23 13e Entry Setting Hearing on Account .00
04/28/23 1ae Entry Increasing Bond 428000.00 5.00
-Includes $40,000 bond, $210,000 1st RLI
Additional bond Increase, & $428,000 2nd
bond Increase = Total bond $678,000 -HJW
04/28/23 4.2 Fiduciary's Bond 678000.00 .00
RLI
04/28/23 poa Power of Attorney .00
04/28/23 bacb Bond Application for CBS Agency .00
04/28/23 Receipt 607121 5.00
05/10/23 1ca Application for Attorney Fees 10.00
Adriann S McGee
05/10/23 fs Fee Schedule 1.00
05/10/23 morf Magistrate's Order Regarding Fees 3503.50 .00
05/10/23 Receipt 607682 12.00
06/06/23 13i Judgment Entry Approving Final Account .00
07/26/23 Receipt 611439 5.00
08/11/23 1ca Application for Attorney Fees 10.00
Phillip Fierst
08/11/23 1cc Consent to Attorney Fees .00
MC GEE, ANDRIANN S.
08/11/23 fs Fee Schedule .00
08/11/23 morf Magistrate's Order Regarding Fees 1819.75 .00
08/11/23 1cd Application for Fiduciary Fees of Person 10.00
Phillip Fierst
08/11/23 1cc Consent to Attorney Fees .00
MC GEE, ANDRIANN S.
08/11/23 fs Fee Schedule .00
08/11/23 morf Magistrate's Order Regarding Fees 3650.00 .00
08/11/23 1cd Application for Fiduciary Fees of Estate 10.00
Phillip Fierst
08/11/23 1cc Consent to Attorney Fees .00
MC GEE, ANDRIANN S.
08/11/23 fs Fee Schedule .00
08/11/23 morf Magistrate's Order Regarding Fees 3697.92 .00
08/11/23 1ca Application for Attorney Fees Land-Sale 10.00
Phillip Fierst
08/11/23 1cc Consent to Attorney Fees .00
MC GEE, ANDRIANN S.
08/11/23 fs Fee Schedule .00
08/11/23 morf Magistrate's Order Regarding Fees 1706.84 .00
08/11/23 Receipt 612308 40.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/04/24 16k Notice to File 0085731 1.00
03/05/24 13k Notice to File Account 0085731 1.00
03/18/24 1ca Application for Attorney Fees 10.00
Adriann S. McGee
03/18/24 fs Fee Schedule .00
03/18/24 morf Magistrate's Order Regarding Fees 2814.20 .00
03/18/24 cc Certified Copy 1.00
03/18/24 Receipt 622964 13.00
04/26/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
04/26/24 fs Fee Schedule 3.00
04/26/24 morf Magistrate's Order Regarding Fees 8497.53 .00
04/26/24 1cd Application for Fiduciary Fees of Person 10.00
Adriann S McGee
04/26/24 fs Fee Schedule 1.00
04/26/24 morf Magistrate's Order Regarding Fees 1137.50 .00
04/26/24 13a Fiduciary's Partial Account 01 22.00
MC GEE, ANDRIANN S. (fidy)
04/26/24 13.1 Receipts and Disbursements .00
04/26/24 13.2 Assets Remaining in Fiduciary's Hands 184548.78 .00
04/26/24 ex Extra Pages 1.00
04/26/24 Receipt 625039 47.00
04/29/24 13e Entry Setting Hearing on Account .00
04/29/24 Pay out made through bookkeeper # 0000079271 .00
ACCT #: 000000000209 40.00
06/10/24 13h Judgment Entry Approving Partial Account .00
08/09/24 16m Citation to File sent to guar 5.00
08/09/24 vcos Certificate of Service for Virtual Mail .00
08/09/24 vcs Virtual Service Mail Sent 8.16
Adriann S McGee 011237
08/20/24 vcr Virtual Service Returned .00
A0085731 011237
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
10/09/24 22n Guardian's Report 5.00
MC GEE, ADRIANN S. (fidy)
10/09/24 soe Statement of Expert Evaluation .00
MC GEE, ADRIANN S. (fidy)
10/09/24 soe Statement of Expert Evaluation .00
MC GEE, ADRIANN S. (fidy)
10/10/24 Receipt 633469 5.00
10/10/24 gcdv Notification of Disposition of 10/08/2024 .00
Guardianship Complaint 001
10/10/24 att Attachments .00
10/14/24 22ni Investigator Review of Guardian's Report .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
11/04/24 rmr Regular Mail Returned/Not Complete .00
Margarett L. Thomas
12/11/24 soe Statement of Expert Evaluation .00
MC GEE, ADRIANN S. (fidy)
12/11/24 22ni Investigator Review of Guardian's Report .00
03/24/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/28/25 13k Notice to File Account 0085731 1.00
07/11/25 13a Fiduciary's Partial Account 02 23.00
MC GEE, ADRIANN S. (fidy)
07/11/25 13.1 Receipts and Disbursements .00
07/11/25 13.2 Assets Remaining in Fiduciary's Hands 5852.96 .00
07/11/25 Receipt 647692 37.16
07/14/25 13e Entry Setting Hearing on Account .00
07/18/25 m Motion .00
07/18/25 1be Entry to Reduce Bond 60000.00 5.00
RLI
07/18/25 Receipt 648048 5.00
07/25/25 nc Notice of Change of Address of: .00
Margarett L. Thomas
07/25/25 15c Application to Release Funds .00
07/25/25 15d Entry Authorizing Release of Funds 5.00
07/25/25 Receipt 648494 5.00
07/28/25 1cd Application for Fiduciary Fees 11.00
Adriann S McGee
07/28/25 fs Fee Schedule .00
07/28/25 morf Magistrate's Order Regarding Trustee/Fid 7020.56 .00
Fees JAA
07/28/25 1cd Application for Fiduciary Fees of Person 11.00
Adriann S McGee
07/28/25 fs Fee Schedule .00
07/28/25 morf Magistrate's Order Regarding Guard Fees 1221.00 .00
JAA
07/28/25 Receipt 648589 22.00
08/25/25 13h Judgment Entry Approving Partial Account .00
09/09/25 16k Notice to File 0085731 1.00
09/30/25 50m Application to Terminate 10.00
09/30/25 obit Obituary .00
09/30/25 50p Entry Terminating and Ordering Final 12/29/2025 5.00
Account
FIERST, PHILLIP JOHN (fidy)
09/30/25 Receipt 652064 16.00
11/14/25 23k Notice to File Expert Evaluation 0085731 1.00
12/29/25 13k Notice to File Account 01/28/2026 1.00
MC GEE, ADRIANN S. (fidy)
BALANCE DUE 2.00
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