|
Date
|
Code
|
Description
|
Reference
|
Receipt
|
Cost
|
|
07/26/22
|
01
|
Case Number (Daily Reporter)
|
|
|
10.00
|
|
07/26/22
|
02
|
Forms
|
|
|
10.00
|
|
07/26/22
|
03
|
Docketing & Index
|
|
|
15.00
|
|
07/26/22
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
07/26/22
|
05
|
Computer Fee
|
|
|
10.00
|
|
07/26/22
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
07/26/22
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
07/26/22
|
gi
|
Guardianship Investigator's Expense
|
|
|
75.00
|
|
07/26/22
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
07/26/22
|
cb
|
COST BILL
|
|
|
.00
|
|
07/26/22
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
|
|
Adriann S. McGee
|
|
|
|
|
07/26/22
|
ge
|
Entry Setting Hearing
|
09/06/2022
|
|
.00
|
|
|
|
|
10:00 a.m.
|
|
|
|
07/26/22
|
eb
|
Exhibit
|
A
|
|
.00
|
|
|
|
zoom invite
|
|
|
|
|
07/26/22
|
15.0
|
Next of Kin
|
|
|
.00
|
|
07/26/22
|
15.2
|
Guardian - Fiduciary's Acceptance
|
|
|
.00
|
|
07/26/22
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
07/26/22
|
15.4
|
Guardian's Credibility Application
|
|
|
.00
|
|
07/26/22
|
16.1
|
Affidavit of Custody
|
|
|
.00
|
|
07/26/22
|
17ca
|
Change of Address Information for
|
|
|
.00
|
|
|
|
Guardianships
|
|
|
|
|
07/26/22
|
psoe
|
Statement of Expert Evaluation
|
|
|
.00
|
|
07/26/22
|
15.8
|
Adult Guardianship Service Information
|
|
|
.00
|
|
07/26/22
|
2y
|
Notice of Hearing
|
|
|
.00
|
|
07/26/22
|
cos
|
Certificate of Service
|
|
|
.00
|
|
07/26/22
|
vgcs
|
Guardianship: Virtual Service Mail Sent
|
|
|
6.18
|
|
|
|
Ronald Schmidt
|
464473
|
|
|
|
07/26/22
|
|
Receipt
|
593368
|
199.00
|
|
|
08/31/22
|
17.8
|
Investigator's Report
|
|
|
.00
|
|
08/31/22
|
cos
|
Certificate of Service
|
von Frese
|
|
16.00
|
|
09/07/22
|
16.4
|
Notice to Prospective Ward of
|
|
|
.00
|
|
|
|
Application and Hearing.
|
|
|
|
|
09/07/22
|
02
|
Forms
|
|
|
10.00
|
|
09/07/22
|
03
|
Docketing & Index
|
|
|
15.00
|
|
09/07/22
|
04
|
Computerized Legal Research
|
|
|
3.00
|
|
09/07/22
|
05
|
Computer Fee
|
|
|
10.00
|
|
09/07/22
|
07
|
Legal Aid Trust Fund
|
|
|
26.00
|
|
09/07/22
|
08
|
Dispute Resolution Fund
|
|
|
15.00
|
|
09/07/22
|
16
|
Special Projects Fund
|
|
|
15.00
|
|
09/07/22
|
cb
|
COST BILL
|
|
|
.00
|
|
09/07/22
|
17.0
|
Application for Appointment of Guardian
|
|
|
20.00
|
|
|
|
David M. Schmidt
|
|
|
|
|
09/07/22
|
15.0
|
Next of Kin
|
|
|
.00
|
|
09/07/22
|
15.2
|
Guardian - Fiduciary's Acceptance
|
|
|
.00
|
|
09/07/22
|
15.3
|
Affidavit of Additional Information
|
|
|
.00
|
|
09/07/22
|
15.4
|
Guardian's Credibility Application
|
|
|
.00
|
|
09/07/22
|
16.1
|
Affidavit of Custody
|
|
|
.00
|
|
09/07/22
|
17ca
|
Change of Address Information for
|
|
|
.00
|
|
|
|
Guardianships
|
|
|
|
|
09/07/22
|
15.8
|
Adult Guardianship Service Information
|
|
|
.00
|
|
09/07/22
|
dl
|
Copy of Driver's License of:
|
|
|
.00
|
|
|
|
David Michael Schmidt
|
|
|
|
|
09/07/22
|
bcr
|
Background Check Received
|
|
|
.00
|
|
|
|
David M. Schhmidt
|
|
|
|
|
09/07/22
|
noa
|
Notice of Appearance of Counsel
|
|
|
.00
|
|
|
|
- Attorney for Defendant
|
|
|
|
|
|
|
Brian L. Herzberger
|
|
|
|
|
09/07/22
|
cos
|
Certificate of Service
|
|
|
.00
|
|
09/07/22
|
l
|
LETTER: From Brian Herzberger
|
|
|
.00
|
|
09/07/22
|
17d
|
Magistrate's Decision
|
Stone
|
|
.00
|
|
|
|
M. Schmidt be appointed guardian of the
|
|
|
|
|
|
|
person of Carol Schmidt. He will be
|
|
|
|
|
|
|
appointed guardian of the estate upon
|
|
|
|
|
09/07/22
|
ex
|
Extra Pages
|
|
|
.00
|
|
|
|
presentment of a $40,000.00 bond by
|
|
|
|
|
|
|
9/20/2022. If he fails to file by that
|
|
|
|
|
|
|
date, Ms. McGee will be appointed
|
|
|
|
|
09/07/22
|
ex
|
Extra Pages
|
|
|
.00
|
|
|
|
guardian of the estate.
|
|
|
|
|
09/07/22
|
17b
|
Notice To Attorneys and Parties
|
|
|
.00
|
|
09/07/22
|
17c
|
Findings of Fact
|
|
|
.00
|
|
09/07/22
|
17n
|
Entry Adopting Magistrate's Decision
|
|
|
5.00
|
|
09/07/22
|
cos
|
Certificate of Service
|
|
|
.00
|
|
09/07/22
|
dr
|
Digital Record of Hearing
|
SNS
|
|
.00
|
|
|
|
9/6/22 ZOOM
|
|
|
|
|
09/21/22
|
m
|
Motion of Guardian to Withdraw & Appoint
|
|
|
.00
|
|
|
|
a Substitute Guardian
|
|
|
|
|
09/21/22
|
mem
|
Memorandum in Support
|
|
|
.00
|
|
09/21/22
|
cos
|
Certificate of Service
|
|
|
.00
|
|
09/21/22
|
e
|
Entry
|
TAS
|
|
5.00
|
|
|
|
-The motion to withdraw application of
|
|
|
|
|
|
|
David M. Schmidt to be guardian of the
|
|
|
|
|
|
|
estate is hereby GRANTED
|
|
|
|
|
09/30/22
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
09/30/22
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
09/30/22
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
5.00
|
|
|
|
Authority
|
|
|
|
|
|
|
MC GEE, ADRIANN S.
|
(fidy)
|
|
|
|
09/30/22
|
4.2
|
Fiduciary's Bond/RLI Surety
|
40000.00
|
|
.00
|
|
|
|
|
CBS
|
|
|
|
|
|
|
N. Romanelli
|
|
|
|
09/30/22
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
09/30/22
|
att
|
Attachments
|
|
|
.00
|
|
|
|
Creditbility and signature pages
|
|
|
|
|
09/30/22
|
igf
|
Indigent Guardianship Fund
|
|
|
30.00
|
|
09/30/22
|
adl
|
Additional Letters of Authority
|
|
|
2.00
|
|
09/30/22
|
cb
|
COST BILL
|
|
|
.00
|
|
09/30/22
|
15.5
|
Entry Appointing Guardian, Letter of
|
|
|
5.00
|
|
|
|
Authority
|
|
|
|
|
|
|
SCHMIDT, DAVID M.
|
(fidy)
|
|
|
|
09/30/22
|
cb
|
COST BILL
|
|
|
.00
|
|
09/30/22
|
|
Receipt
|
596736
|
220.18
|
|
|
10/11/22
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
10/11/22
|
15d
|
Entry Authorizing Release of Funds
|
22829.93
|
|
5.00
|
|
|
|
$22,829.93 - Account 9289
|
46320.87
|
|
|
|
|
|
$46,320.87 - Account 8722
|
|
|
|
|
10/11/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
10/11/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
10/11/22
|
|
Receipt
|
597282
|
7.00
|
|
|
10/12/22
|
|
Pay out made through bookkeeper
|
# 0000073664
|
|
.00
|
|
|
|
ACCT #: 000000000209 10.00
|
|
|
|
|
10/17/22
|
1ae
|
Entry Increasing Bond
|
100000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
10/17/22
|
4.2
|
Fiduciary's Bond/RLI Surety
|
140000.00
|
|
.00
|
|
|
|
|
RLI
|
|
|
|
|
|
|
N. Romanelli
|
|
|
|
10/17/22
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
10/17/22
|
6.4a
|
Application for Appointment of a
|
|
|
.00
|
|
|
|
Commissioner to Inventory a Safe Deposit
|
|
|
|
|
|
|
Box
|
|
|
|
|
10/17/22
|
6.4e
|
Entry Appointing Commissioner to
|
MCD
|
|
5.00
|
|
|
|
Inventory Safe Deposit Box
|
|
|
|
|
|
|
Commissioner: Adriann S. McGee
|
|
|
|
|
10/17/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
10/17/22
|
|
Receipt
|
597568
|
6.00
|
|
|
10/21/22
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2022
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
10/25/22
|
|
Receipt
|
597962
|
5.00
|
|
|
11/02/22
|
cc
|
Certified Copy
|
|
|
3.00
|
|
11/02/22
|
|
Receipt
|
598415
|
3.00
|
|
|
11/02/22
|
1ae
|
Entry Increasing Bond
|
250000.00
|
|
5.00
|
|
|
|
|
RLI Surety
|
|
|
|
11/02/22
|
4.2
|
Fiduciary's Bond/RLI Surety
|
390000.00
|
|
.00
|
|
|
|
|
RLI Surety
|
|
|
|
|
|
|
N Romanelli
|
|
|
|
11/02/22
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
11/02/22
|
|
Receipt
|
598450
|
5.00
|
|
|
11/10/22
|
6.4i
|
Report on Contents of Safe Deposit Box
|
|
|
.00
|
|
11/10/22
|
att
|
Attachments
|
|
|
6.00
|
|
11/10/22
|
9.0
|
Application to Release & Sell Personal
|
|
|
10.00
|
|
|
|
Property in Safe Deposit Box
|
|
|
|
|
11/10/22
|
9.3
|
Entry Authorizing Sale of Personal
|
MKB
|
|
5.00
|
|
|
|
Property
|
|
|
|
|
11/10/22
|
|
Receipt
|
598819
|
21.00
|
|
|
11/21/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
11/21/22
|
|
Receipt
|
599246
|
1.00
|
|
|
11/21/22
|
3.a
|
Application to Appoint Appraiser
|
|
|
.00
|
|
11/21/22
|
3.ae
|
Entry Appointing Appraiser
|
34
|
|
5.00
|
|
11/21/22
|
|
Receipt
|
599308
|
5.00
|
|
|
12/06/22
|
3f
|
Return of Order of Appraisal
|
|
|
.00
|
|
|
|
$275000.00
|
|
|
|
|
12/06/22
|
1ae
|
Entry Increasing Bond
|
550000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
12/06/22
|
4.2
|
Fiduciary's Bond
|
940000.00
|
|
.00
|
|
|
|
|
RLI
|
|
|
|
12/06/22
|
poa
|
Power of Attorney
|
|
|
.00
|
|
12/06/22
|
bacb
|
Bond Application for CBS Agency
|
|
|
.00
|
|
12/06/22
|
|
Receipt
|
599998
|
5.00
|
|
|
12/07/22
|
|
Pay out made through bookkeeper
|
# 0000074275
|
|
.00
|
|
|
|
ACCT #: 000000000209 3.00
|
|
|
|
|
12/14/22
|
vcmw
|
Virtual Service Returned/NO SERVICE
|
|
|
.00
|
|
|
|
Ronald Schmidt
|
|
|
|
|
12/14/22
|
att
|
Attachments
|
|
|
.00
|
|
12/15/22
|
15c
|
Application to Release Funds to guardian
|
|
|
.00
|
|
12/15/22
|
15d
|
Entry Authorizing Release of Funds
|
313.39
|
|
5.00
|
|
|
|
Vict's Secret Shares 1341/B&B Works 1341
|
946.22
|
|
|
|
12/15/22
|
cc
|
Certified Copy
|
|
|
2.00
|
|
12/15/22
|
|
Receipt
|
600456
|
7.00
|
|
|
12/16/22
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
12/16/22
|
15d
|
Entry Authorizing Release of Funds
|
136023.47
|
|
5.00
|
|
|
|
-Funds to be distributed to Edward Jones
|
|
|
|
|
|
|
IRA Acct ending in 634
|
|
|
|
|
12/16/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
12/16/22
|
cc
|
Certified Copy
|
|
|
1.00
|
|
12/16/22
|
|
Receipt
|
600483
|
7.00
|
|
|
12/19/22
|
|
Pay out made through bookkeeper
|
# 0000074392
|
|
.00
|
|
|
|
ACCT #: 000000000209 10.00
|
|
|
|
|
02/13/23
|
6.0
|
Inventory
|
533343.60
|
|
7.00
|
|
|
|
MC GEE, ADRIANN S.
|
(fidy)
|
|
|
|
02/13/23
|
|
Receipt
|
603203
|
7.00
|
|
|
02/21/23
|
1ca
|
Application for Attorney Fees
|
|
|
10.00
|
|
|
|
Adriann S McGee
|
|
|
|
|
02/21/23
|
fs
|
Fee Schedule
|
|
|
.00
|
|
02/21/23
|
morf
|
Magistrate's Order Regarding Fees
|
3044.02
|
|
.00
|
|
02/21/23
|
|
Receipt
|
603556
|
10.00
|
|
|
02/22/23
|
|
Pay out made through bookkeeper
|
# 0000075010
|
|
.00
|
|
|
|
ACCT #: 000000000209 2.00
|
|
|
|
|
08/31/23
|
13k
|
Notice to File Account
|
0085731
|
|
1.00
|
|
09/06/23
|
16k
|
Notice to File
|
0034322
|
|
1.00
|
|
10/11/23
|
1cd
|
Application for Commissioner Fees
|
|
|
10.00
|
|
|
|
Adriann S. McGee
|
|
|
|
|
10/11/23
|
fs
|
Fee Schedule
|
|
|
.00
|
|
10/11/23
|
morf
|
Magistrate's Order Regarding Fees
|
820.00
|
|
.00
|
|
10/11/23
|
|
Receipt
|
615308
|
10.00
|
|
|
10/18/23
|
|
Receipt
|
615620
|
2.00
|
|
|
11/01/23
|
ci
|
ANNUAL PHYSICAL/ELECTRONIC - 2023
|
|
|
.00
|
|
|
|
CASE INVENTORY-as required by:
|
|
|
|
|
|
|
OH Rules of Superintendence
|
|
|
|
|
|
|
Rule 38
|
|
|
|
|
11/15/23
|
misc
|
Park National Bank Account
|
|
|
.00
|
|
|
|
Disbursements
|
|
|
|
|
11/15/23
|
l
|
Cover letter from Atty's office
|
|
|
.00
|
|
|
|
Dated: 11/14/2023
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12/06/23
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02
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Forms
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10.00
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12/06/23
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03
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Docketing & Index
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15.00
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12/06/23
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04
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Computerized Legal Research
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3.00
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12/06/23
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05
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Computer Fee
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10.00
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12/06/23
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07
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Legal Aid Trust Fund
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26.00
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12/06/23
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08
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Dispute Resolution Fund
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15.00
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12/06/23
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16
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Special Projects Fund
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15.00
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12/06/23
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gi
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Guardianship Investigator's Expense
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75.00
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12/06/23
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cb
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COST BILL
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.00
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12/06/23
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17.0
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Application for Appointment of Guardian
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20.00
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Adriann S. Mc Gee (successor of person)
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12/06/23
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15.0
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Next of Kin
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.00
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12/06/23
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15.2
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Guardian - Fiduciary's Acceptance
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.00
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12/06/23
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15.3
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Affidavit of Additional Information
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.00
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12/06/23
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15.4
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Guardian's Credibility Application
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.00
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12/06/23
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16.1
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Affidavit of Custody
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.00
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12/06/23
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17ca
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Change of Address Information for
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.00
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Guardianships
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12/06/23
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15.8
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Adult Guardianship Service Information
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.00
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12/06/23
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l
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LETTER: Cover
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.00
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12/06/23
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Receipt
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617999
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189.00
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12/07/23
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misc
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Miscellaneous Filing
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.00
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12/07/23
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ge
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Entry Setting Hearing
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02/01/2024
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.00
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10:00 a.m.
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12/07/23
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eb
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Exhibit
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A
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.00
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zoom invite
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12/07/23
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2y
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Notice of Hearing
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.00
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12/07/23
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cos
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Certificate of Service
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.00
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12/07/23
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vgcs
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Guardianship: Virtual Service Mail Sent
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21.63
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Ronald Schmidt
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550719
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Brian L. Herzberger David M Schmidt
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550726
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550702
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12/07/23
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Pay out made through bookkeeper
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# 0000077979
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.00
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ACCT #: 000000000209 10.00
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12/12/23
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vcr
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Virtual Service Returned
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.00
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DMS
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550702
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12/13/23
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15c
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Application to Release Funds to Guardian
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.00
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12/13/23
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15d
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Entry Authorizing Release of Funds
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5.00
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-From Edward Jones IRA Acct. #34-1-9 to
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6858.66
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Park National Bank Acct. #0290
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12/13/23
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cc
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Certified Copy
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1.00
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12/13/23
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ref
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No Refund Issued: $1.00 or less
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1.00
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12/13/23
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Receipt
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618370
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7.00
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12/14/23
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15c
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Application to Release Funds to guardian
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.00
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12/14/23
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15d
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Entry Authorizing Release of Funds
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6858.66
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5.00
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Edward Jones IRA 3419
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12/14/23
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cc
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Certified Copy
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2.00
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12/14/23
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Receipt
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618467
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7.00
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12/20/23
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Receipt
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618734
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21.63
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12/20/23
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l
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LETTER: to Adriann Mc Gee
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.00
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12/21/23
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1cd
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Application for Guardian Fees
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10.00
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Adriann S. McGee
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12/21/23
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fs
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Fee Schedule
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.00
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12/22/23
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Receipt
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618877
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10.00
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01/29/24
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17.8
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Investigator's Report
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.00
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01/29/24
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cos
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Certificate of Service
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von Frese
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16.00
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01/29/24
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15an
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Application for Authority to Expend
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10.00
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Funds (Non-Custodial)
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01/29/24
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att
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Attachments
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.00
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01/29/24
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15bn
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Entry Authorizing Expenditure of Funds
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11500.00
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5.00
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(Non-Custodial)
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01/29/24
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Receipt
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620436
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15.00
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01/31/24
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11a
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Resignation of Fiduciary
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5.00
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David Schmidt
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01/31/24
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11c
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Entry Accepting Resignation of Fiduciary
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.00
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02/01/24
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dr
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Digital Record of Hearing
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ELC
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.00
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02/01/2024 / Zoom
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02/02/24
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16.4
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Notice to Prospective Ward of
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.00
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Application and Hearing.
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02/02/24
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17d
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Magistrate's Decision
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Cook
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.00
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Accordingly, Adriann McGee to be
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appointed successor guardian of the
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person Carol Schmidt.
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02/02/24
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ex
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Extra Pages
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.00
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Attorney McGee shall continue to serve
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as guardian of the estate. No additional
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bond is required.
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02/02/24
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17b
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Notice To Attorneys and Parties
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.00
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02/02/24
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17c
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Findings of Fact
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.00
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02/02/24
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17n
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Entry Adopting Magistrate's Decision
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5.00
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02/02/24
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cos
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Certificate of Service
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.00
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02/05/24
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Receipt
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620875
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16.00
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02/06/24
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igf
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Indigent Guardianship Fund
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30.00
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02/06/24
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adl
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Additional Letters of Authority
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2.00
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02/06/24
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cb
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COST BILL
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.00
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02/06/24
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15.5
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Entry Appointing Guardian, Letter of
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5.00
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Authority
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MC GEE, ADRIANN S.
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(fidy)
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02/06/24
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15.9
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Oath of Guardian
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.00
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02/07/24
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Receipt
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621009
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47.00
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02/08/24
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Pay out made through bookkeeper
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# 0000078558
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.00
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ACCT #: 000000000209 19.00
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02/15/24
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15.0
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Next of Kin
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2nd Amended
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.00
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02/15/24
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dc
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Death Certificate
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.00
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Ronald John Schmidt Jr
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02/15/24
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l
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LETTER:
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.00
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Reminger
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02/21/24
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50n
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Entry Terminating and Dispensing with
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y
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5.00
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Final Account
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SCHMIDT, DAVID M.
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(fidy)
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02/26/24
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15c
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Application to Release Funds to Guardian
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.00
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02/26/24
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15d
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Entry Authorizing Release of Funds
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50000.00
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5.00
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SEP-IR 8760
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02/26/24
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cc
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Certified Copy
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2.00
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02/26/24
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Receipt
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621930
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7.00
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03/01/24
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Receipt
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622204
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5.00
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04/04/24
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13m
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Citation to File Account
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0085731 fidy
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5.00
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04/05/24
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vcos
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Certificate of Service for Virtual Mail
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.00
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04/05/24
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vcs
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Virtual Service Mail Sent
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7.40
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Adriann S McGee
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555684
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04/16/24
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vcr
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Virtual Service Returned
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.00
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ASM
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555684
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06/26/24
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pbmr
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Mailer Request
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.00
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06/27/24
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9a
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Charge of Contempt/ATTORNEY
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0085731
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5.00
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06/27/24
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vcos
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Certificate of Service for Virtual Mail
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.00
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06/27/24
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vcs
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Virtual Service Mail Sent
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7.40
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Adriann S McGee
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003096
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07/09/24
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vcr
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Virtual Service Returned
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.00
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G12
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003096
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08/12/24
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15c
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Application to Release Funds to Guardian
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.00
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08/12/24
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15d
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Entry Authorizing Release of Funds
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91549.72
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5.00
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Fidelity Funds IRA 8760/ 2482
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5905.18
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08/12/24
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cc
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Certified Copy
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2.00
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08/12/24
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Receipt
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630400
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7.00
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08/13/24
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cos
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Certificate of Service
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.00
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08/19/24
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Receipt
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630733
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24.80
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08/22/24
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ej
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Entry (Judge) Dismissing Charges of
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.00
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Contempt
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08/22/24
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cos
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Certificate of Service
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.00
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08/29/24
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13a
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Fiduciary's Partial Account
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01
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22.00
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MC GEE, ADRIANN S.
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(fidy)
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08/29/24
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13.1
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Receipts and Disbursements
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.00
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08/29/24
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13.2
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Assets Remaining in Fiduciary's Hands
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298769.20
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.00
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08/29/24
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ex
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Extra Pages
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1.00
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08/29/24
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15an
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Application for Authority to Expend
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10.00
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Funds (Non-Custodial)
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08/29/24
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eb
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Exhibit
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6.00
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08/29/24
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15bn
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Entry Authorizing Expenditure of Funds
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5.00
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(Non-Custodial) up to $500 medical, up
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to $11,000 for residence and hearing for
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remaining expenditures
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08/29/24
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1e
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Entry Setting Hearing
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10/07/2024
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5.00
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On Expend funds
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10:00 am
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MC GEE, ADRIANN S.
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(fidy)
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08/29/24
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eb
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Exhibit
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.00
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Zoom Hearing
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08/29/24
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cos
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Certificate of Service
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.00
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08/29/24
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Receipt
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631298
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49.00
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08/30/24
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13e
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Entry Setting Hearing on Account
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.00
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08/30/24
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Pay out made through bookkeeper
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# 0000080500
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.00
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ACCT #: 000000000209 2.00
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09/06/24
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1cd
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Application for Fiduciary Fees
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10.00
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|
Adriann S. McGee
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09/06/24
|
fs
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Fee Schedule
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.00
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09/06/24
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morf
|
Magistrate's Order Regarding Fees
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11355.91
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.00
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09/09/24
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1ca
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Application for Attorney Fees
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10.00
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Adriann S. McGee
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09/09/24
|
fs
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Fee Schedule
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.00
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09/09/24
|
morf
|
Magistrate's Order Regarding Fees
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4158.50
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.00
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09/19/24
|
vcmw
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Virtual Service Returned/NO SERVICE
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.00
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09/19/24
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Receipt
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632383
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20.00
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09/20/24
|
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Pay out made through bookkeeper
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# 0000080683
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.00
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ACCT #: 000000000209 6.00
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10/03/24
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15c
|
Application to Release Funds to Guardian
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|
.00
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10/03/24
|
15d
|
Entry Authorizing Release of Funds
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5.00
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-From Edward Jones IRA Acct. # 34-1-9 to
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100000.00
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Park National Bank Acct. # 0290
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10/03/24
|
cc
|
Certified Copy
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1.00
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10/03/24
|
cc
|
Certified Copy
|
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|
1.00
|
|
10/03/24
|
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Receipt
|
633099
|
7.00
|
|
|
10/07/24
|
vcmw
|
Virtual Service Returned/NO SERVICE
|
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|
.00
|
|
|
|
Brian L. Herzberger
|
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10/07/24
|
att
|
Attachments
|
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|
.00
|
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10/07/24
|
dr
|
Digital Record of Hearing
|
TAS
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|
.00
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10/07/2024 / Zoom
|
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10/15/24
|
13h
|
Judgment Entry Approving Partial Account
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.00
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10/17/24
|
15bn
|
Entry Authorizing Expenditure of Funds
|
500.00
|
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5.00
|
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(Non-Custodial)
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10/17/24
|
eb
|
Exhibit A
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|
.00
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10/17/24
|
cos
|
Certificate of Service
|
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|
.00
|
|
01/07/25
|
16k
|
Notice to File
|
0085731
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|
1.00
|
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01/30/25
|
l
|
LETTER:Cover Letter. 01/23/2025
|
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|
.00
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01/30/25
|
1cd
|
Application for Fiduciary Fees
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10.00
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Adriann S. McGee.
|
6270.74
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893.43
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01/30/25
|
fs
|
Fee Schedule
|
|
|
.00
|
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01/30/25
|
morf
|
Magistrate's Order Regarding Fees
|
6270.74
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|
.00
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893.43
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01/30/25
|
13a
|
Fiduciary's Partial Account
|
02
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22.00
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MC GEE, ADRIANN S.
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(fidy)
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01/30/25
|
13.1
|
Receipts and Disbursements
|
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|
.00
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01/30/25
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
260646.94
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|
.00
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01/30/25
|
ex
|
Extra Pages
|
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1.00
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01/30/25
|
|
Receipt
|
638850
|
34.00
|
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|
01/31/25
|
13e
|
Entry Setting Hearing on Account
|
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|
.00
|
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02/06/25
|
|
Receipt
|
639197
|
5.00
|
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|
02/28/25
|
22n
|
Guardian's Report
|
|
|
5.00
|
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|
MC GEE, ADRIANN S.
|
(fidy)
|
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02/28/25
|
soe
|
Statement of Expert Evaluation
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|
.00
|
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|
MC GEE, ADRIANN S.
|
(fidy)
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02/28/25
|
att
|
Attachments
|
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|
.00
|
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02/28/25
|
1b
|
Application to Reduce Bond
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5.00
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02/28/25
|
1be
|
Entry to Reduce Bond
|
556000.00
|
|
5.00
|
|
|
|
|
CBS
|
|
|
|
02/28/25
|
|
Receipt
|
640460
|
10.00
|
|
|
03/03/25
|
|
Receipt
|
640524
|
5.00
|
|
|
03/03/25
|
17.1d
|
Application to Dispense with Subsequent
|
|
|
.00
|
|
|
|
Statements of Expert Evaluation
|
|
|
|
|
03/03/25
|
17.1e
|
Entry Dispensing with the Filing of
|
|
|
5.00
|
|
|
|
Subsequent Statements of Expert
|
|
|
|
|
|
|
Evaluation
|
|
|
|
|
|
|
MC GEE, ADRIANN S.
|
(fidy)
|
|
|
|
03/11/25
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
03/13/25
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
04/02/25
|
cc
|
Certified Copy
|
|
|
2.00
|
|
04/02/25
|
|
Receipt
|
642218
|
7.00
|
|
|
04/02/25
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
04/02/25
|
15d
|
Entry Authorizing Release of Funds
|
708.40
|
|
.00
|
|
|
|
acct 1341
|
20.57
|
|
|
|
11/21/25
|
1b
|
Application to Reduce Bond
|
|
|
5.00
|
|
11/21/25
|
1be
|
Entry to Reduce Bond
|
271000.00
|
|
5.00
|
|
|
|
|
RLI
|
|
|
|
|
|
|
TAS
|
|
|
|
11/21/25
|
1cd
|
Application for Fiduciary Fees
|
|
|
11.00
|
|
|
|
Adriann S McGee
|
|
|
|
|
11/21/25
|
fs
|
Fee Schedule
|
|
|
.00
|
|
11/21/25
|
morf
|
Magistrate's Order Regarding Fid Fees
|
6339.95
|
|
.00
|
|
|
|
|
TAS
|
|
|
|
11/21/25
|
13a
|
Fiduciary's Partial Account
|
03
|
|
22.00
|
|
|
|
MC GEE, ADRIANN S.
|
(fidy)
|
|
|
|
11/21/25
|
13.1
|
Receipts and Disbursements
|
|
|
.00
|
|
11/21/25
|
13.2
|
Assets Remaining in Fiduciary's Hands
|
118030.18
|
|
.00
|
|
11/21/25
|
|
Receipt
|
655349
|
43.00
|
|
|
11/24/25
|
13e
|
Entry Setting Hearing on Account
|
|
|
.00
|
|
12/17/25
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
12/17/25
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
12/17/25
|
|
Receipt
|
656679
|
5.00
|
|
|
01/06/26
|
13h
|
Judgment Entry Approving Partial Account
|
|
|
.00
|
|
02/02/26
|
16k
|
Notice to File
|
0085731
|
|
1.00
|
|
02/10/26
|
15c
|
Application to Release Funds to Guardian
|
|
|
.00
|
|
02/10/26
|
15d
|
Entry Authorizing Release of Funds
|
SNR
|
|
5.00
|
|
|
|
Edward Jones IRA 3419
|
75340.52
|
|
|
|
02/10/26
|
|
Receipt
|
659454
|
6.00
|
|
|
02/17/26
|
22n
|
Guardian's Report 2026
|
|
|
5.00
|
|
|
|
MC GEE, ADRIANN S.
|
(fidy)
|
|
|
|
02/17/26
|
|
Receipt
|
659769
|
5.00
|
|
|
02/18/26
|
22ni
|
Investigator Review of Guardian's Report
|
|
|
.00
|
|
04/28/26
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
04/28/26
|
15d
|
Entry Authorizing Release of Funds
|
MKB
|
|
5.00
|
|
|
|
Fidelity Fid Acct 2482
|
18.08
|
|
|
|
04/28/26
|
|
Receipt
|
664403
|
5.00
|
|
|
07/16/26
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
07/16/26
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
07/16/26
|
|
Receipt
|
669198
|
5.00
|
|
|
07/23/26
|
15c
|
Application to Release Funds
|
|
|
.00
|
|
07/23/26
|
15d
|
Entry Authorizing Release of Funds
|
|
|
5.00
|
|
07/23/26
|
|
Receipt
|
669577
|
5.00
|
|
|
|
|
BALANCE DUE
|
|
|
.00
|
|
|
|
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