Case Docket

Case Number: 619736  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : MOSIC, ALTA ELAINE
AKA : NEER, ALTA


Date Code Description Reference Receipt Cost
09/19/22 01 Case Number (Daily Reporter) 10.00
09/19/22 02 Forms 10.00
09/19/22 03 Docketing & Index 15.00
09/19/22 04 Computerized Legal Research 3.00
09/19/22 05 Computer Fee 10.00
09/19/22 07 Legal Aid Trust Fund 26.00
09/19/22 08 Dispute Resolution Fund 15.00
09/19/22 gi Guardianship Investigator's Expense 75.00
09/19/22 16 Special Projects Fund 15.00
09/19/22 cb COST BILL .00
09/19/22 17.0 Application for Appointment of Guardian 20.00
09/19/22 ge Entry Setting Hearing 10/31/2022 .00
11:00 A.M.
09/19/22 eb Exhibit A .00
Zoom invite
09/19/22 15.0 Next of Kin .00
09/19/22 15.2 Guardian - Fiduciary's Acceptance .00
09/19/22 15.3 Affidavit of Additional Information .00
09/19/22 15.4 Guardian's Credibility Application .00
09/19/22 16.1 Affidavit of Custody .00
09/19/22 17ca Change of Address Information for .00
Guardianships
09/19/22 psoe Statement of Expert Evaluation .00
09/19/22 att Attachments .00
09/19/22 15.8 Adult Guardianship Service Information .00
09/19/22 l LETTER: Cover .00
09/19/22 2y Notice of Hearing .00
09/19/22 cos Certificate of Service .00
09/19/22 vgcs Guardianship: Virtual Service Mail Sent 6.57
Alan V. Neer 462135
09/19/22 Receipt 596086 199.00
09/21/22 15.1 Waiver of Notice .00
Alan V. Neer
09/28/22 vcr Virtual Service Returned .00
AVN 462135
10/18/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/21/22 17.8 Investigator's Report .00
10/21/22 cos Certificate of Service Kincaid 14.00
10/31/22 l LETTER: cover letter from Thomas Taneff .00
10/31/22 l LETTER: From Rob Bonta, Attorney General .00
10/31/22 rgg Receipt of guardianship guide .00
11/02/22 16.4 Notice to Prospective Ward of .00
Application and Hearing.
11/02/22 17d Magistrate's Decision Beaver .00
Gary W. Lofgren is hereby appointed
guardian of the person for Alta Mosic.
No bond is required.
11/02/22 17b Notice To Attorneys and Parties .00
11/02/22 17c Findings of Fact .00
11/02/22 17n Entry Adopting Magistrate's Decision 5.00
11/02/22 cos Certificate of Service .00
11/21/22 bcr Background Check Received .00
Gary William Lofgren (FBI)
11/28/22 02 Forms 10.00
11/28/22 03 Docketing & Index 15.00
11/28/22 04 Computerized Legal Research 3.00
11/28/22 05 Computer Fee 10.00
11/28/22 07 Legal Aid Trust Fund 26.00
11/28/22 08 Dispute Resolution Fund 15.00
11/28/22 16 Special Projects Fund 15.00
11/28/22 gi Guardianship Investigator's Expense 75.00
11/28/22 cb COST BILL .00
11/28/22 17.0 Application for Appointment of Guardian 20.00
Adriann S. Mc Gee
11/28/22 ge Entry Setting Hearing 01/25/2023 .00
9:00 a.m.
11/28/22 eb Exhibit A .00
Zoom invite
11/28/22 15.0 Next of Kin .00
11/28/22 15.2 Guardian - Fiduciary's Acceptance .00
11/28/22 15.3 Affidavit of Additional Information .00
11/28/22 15.4 Guardian's Credibility Application .00
11/28/22 16.1 Affidavit of Custody .00
11/28/22 17ca Change of Address Information for .00
Guardianships
11/28/22 15.8 Adult Guardianship Service Information .00
11/28/22 l LETTER: COVER .00
11/29/22 igf Indigent Guardianship Fund 30.00
11/29/22 adl Additional Letters of Authority 2.00
11/29/22 cb COST BILL .00
11/29/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
LOFGREN, GARY W. (fidy)
11/29/22 15.9 Oath of Guardian .00
11/29/22 2y Notice of Hearing .00
11/29/22 cos Certificate of Service .00
11/29/22 vgcs Guardianship: Virtual Service Mail Sent 13.14
Alan V. Neer 490657
Thomas Taneff 490633
11/30/22 ref No Refund Issued: Less than $1.00 .29
11/30/22 Receipt 599677 265.00
12/06/22 vcr Virtual Service Returned .00
AVN 490657
12/13/22 vcr Virtual Service Returned .00
TT 490633
01/04/23 15.1 Waiver of Notice .00
Gary W. Lofgren
01/04/23 l LETTER: .00
Thomas Taneff
01/17/23 22p Annual Guardianship Plan .00
01/23/23 lwip List of Ward's Important Papers .00
01/23/23 l LETTER: .00
Thomas Taneff Co,LPA
01/24/23 17.8 Investigator's Report .00
01/24/23 cos Certificate of Service von Frese 14.50
01/25/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
01/25/23 17d Magistrate's Decision Worthington .00
Accordingly, Adriann McGee is hereby
appointed guardian of the estate of
Alta Elaine Mosic. Bond $52,800.00
01/25/23 17b Notice To Attorneys and Parties .00
01/25/23 17c Findings of Fact .00
01/25/23 17n Entry Adopting Magistrate's Decision 5.00
01/25/23 cos Certificate of Service .00
01/26/23 igf Indigent Guardianship Fund 30.00
01/26/23 adl Additional Letters of Authority 1.00
01/26/23 cb COST BILL .00
01/26/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
01/26/23 15.9 Oath of Guardian .00
01/26/23 4.2 Fiduciary's Bond 52800.00 .00
CBS
01/26/23 poa Power of Attorney .00
01/26/23 bacb Bond Application for CBS Agency .00
01/26/23 misc Miscellaneous Filing (copy) .00
Signature page of Application 17.0
01/26/23 misc Miscellaneous Filing .00
copy of Credibility page
01/27/23 Receipt 602447 55.50
01/30/23 Pay out made through bookkeeper # 0000074763 .00
ACCT #: 000000000209 9.50
01/31/23 3.a Application to Appoint Appraiser .00
01/31/23 3.ae Entry Appointing Appraiser 34 5.00
01/31/23 Receipt 602611 5.00
02/17/23 15c Application to Release Funds to guardian .00
02/17/23 15d Entry Authorizing Release of Funds 3445.66 5.00
Huntington Bank 5004 / 8834 675.00
02/17/23 cc Certified Copy 2.00
02/17/23 Receipt 603491 7.00
03/14/23 1ae Entry Increasing Bond 227200.00 5.00
RLI Surety
03/14/23 4.2 Fiduciary's Bond/RLI Surety 280000.00 .00
RLI Surety
N Adolph
03/14/23 bacb Bond Application for CBS Agency .00
03/14/23 poa Power of Attorney .00
RLI Insurance Company
03/15/23 1ae Entry Increasing Bond 227200.00 5.00
RLI Surety
03/15/23 4.2 Fiduciary's Bond 280000.00 .00
RLI Surety
03/15/23 bacb Bond Application for CBS Agency .00
03/15/23 e Entry Regarding Bond & Closing Costs MCD 5.00
Consent to Power to Sell Real Estate-
Guardianship
03/15/23 6.0 Inventory 139400.87 7.00
MC GEE, ADRIANN S. (fidy)
03/15/23 6n Appraiser's Certificate v 3.00
03/15/23 1ca Application for Attorney Fees 10.00
Adriann S. McGee
03/15/23 fs Fee Schedule .00
03/15/23 morf Magistrate's Order Regarding Fees 1490.50 .00
03/15/23 m Motion to Amend Case Caption .00
-Ward did not update the Recorder's
office with her new married name
03/15/23 att Attachments .00
03/15/23 e Entry MCD 5.00
-The caption for this guardianship shall
be amended
03/15/23 10j Consent to Power to Sell Real Estate 2.00
Alan V. Neer
Gary Lofgren
03/15/23 att Attachment .00
03/15/23 2.1 Plaintiff's Notice of Filing Commitment .00
for Title Insurance
03/15/23 att Attachments 10.00
03/15/23 Receipt 604670 52.00
03/16/23 Pay out made through bookkeeper # 0000075236 .00
ACCT #: 000000000209 9.00
10/31/23 16ek eNotice to File 0039959 .00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/02/23 15c Application to Release Funds to Guardian .00
11/02/23 15d Entry Authorizing Release of Funds 4916.40 5.00
Occidental Life Ins 005
11/02/23 cc Certified Copy 2.00
11/02/23 15c Application to Release Funds to Guardian .00
11/02/23 15d Entry Authorizing Release of Funds MKB 5.00
Surrender Cash Value of Motorists Life
Ins Company 9600
11/02/23 15c Application to Release Funds to Guardian .00
11/02/23 15d Entry Authorizing Release of Funds 30000.00 5.00
Fedelity & Guaranty Life Ins Co 12-95
11/02/23 cc Certified Copy 2.00
11/02/23 cc Certified Copy 2.00
11/02/23 Receipt 616436 21.00
12/26/23 22n Guardian's Report 5.00
LOFGREN, GARY W. (fidy)
12/26/23 soe Statement of Expert Evaluation .00
LOFGREN, GARY W. (fidy)
12/26/23 att Attachments .00
12/27/23 13k Notice to File Account 0085731 1.00
04/11/24 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
04/11/24 fs Fee Schedule .00
04/11/24 morf Magistrate's Order Regarding Fees 4170.81 .00
04/11/24 Receipt 624200 11.00
04/11/24 1b Application to Reduce Bond 5.00
04/11/24 1be Entry to Reduce Bond 40000.00 5.00
RLI Surety
04/11/24 Receipt 624201 10.00
04/11/24 1ca Application for Attorney Fees 10.00
Adriann S. McGee
04/11/24 fs Fee Schedule .00
04/11/24 morf Magistrate's Order Regarding Fees 2017.50 .00
04/11/24 13a Fiduciary's Partial Account 01 22.00
LOFGREN, GARY W. (fidy)
04/11/24 13.1 Receipts and Disbursements .00
04/11/24 13.2 Assets Remaining in Fiduciary's Hands 8991.62 .00
04/11/24 ref No Refund Issued: $1.00 or less 1.00
04/11/24 Receipt 624202 11.00
04/11/24 Receipt 624203 27.00
04/12/24 13e Entry Setting Hearing on Account .00
04/12/24 Pay out made through bookkeeper # 0000079130 .00
ACCT #: 000000000209 22.00
05/23/24 13h Judgment Entry Approving Partial Account .00
09/04/24 15c Application to Release Funds to Guardian .00
09/04/24 15d Entry Authorizing Release of Funds JAA 5.00
Encovea Life Ins Co 9600
09/04/24 15c Application to Release Funds .00
09/04/24 15d Entry Authorizing Release of Funds JAA 5.00
American Amicable Group Lif In 005
09/04/24 cc Certified Copy 2.00
09/04/24 Receipt 631494 12.00
10/08/24 gcf Guardianship Complaint Filed 001 .00
Probate Court, Franklin County
10/09/24 gcn Guardian Notified of Complaint 10/08/2024 .00
001
10/10/24 gcdv Notification of Disposition of 10/08/2024 .00
Guardianship Complaint 001
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: Mr. Gary W. Lofgren
FROM: Eric R. Horvath
10/22/24 l LETTER: 10/21/2024 .00
TO: Ms. Adriann S. McGee, Esq.
FROM: Eric R. Horvath
11/26/24 16ek eNotice to File 0039959 .00
01/28/25 22n Guardian's Report 5.00
LOFGREN, GARY W. (fidy)
01/28/25 soe Statement of Expert Evaluation .00
LOFGREN, GARY W. (fidy)
02/03/25 Receipt 638956 5.00
02/05/25 22ni Investigator Review of Guardian's Report .00
03/11/25 13ek eNotice to File Account 0039959 .00
03/11/25 13k Notice to File Account 0085731 1.00
03/17/25 13a Fiduciary's Partial Account 02 22.00
MC GEE, ADRIANN S. (fidy)
03/17/25 13.1 Receipts and Disbursements .00
03/17/25 13.2 Assets Remaining in Fiduciary's Hands 5251.71 .00
03/17/25 ex Extra Pages 1.00
03/18/25 13e Entry Setting Hearing on Account .00
03/20/25 l LETTER: .00
Franklin County Probate Court
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/02/25 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
04/02/25 1cc Consent to Attorney Fees .00
Adrian S McGee
04/02/25 fs Fee Schedule 3.00
04/02/25 morf Magistrate's Order Regarding Fees 1652.32 .00
04/02/25 Receipt 642215 37.00
04/28/25 13h Judgment Entry Approving Partial Account .00
12/29/25 16ek eNotice to File 0039959 .00
02/17/26 13k Notice to File Account 0085731 1.00
02/26/26 22n Guardian's Report 2026 5.00
Gary W. Lofgren
LOFGREN, GARY W. (fidy)
02/26/26 soe Statement of Expert Evaluation .00
LOFGREN, GARY W. (fidy)
02/26/26 ger Notice of Compliance with Guardian 2026 .00
Education Requirements
Gary Lofgren
02/26/26 Receipt 660445 6.00
02/26/26 22ni Investigator Review of Guardian's Report .00
03/11/26 1cd Application for Fiduciary Fees 12.00
Adriann S McGee
03/11/26 fs Fee Schedule .00
03/11/26 morf Magistrate's Order Regarding Fid Fees 1769.02 .00
TAS
03/11/26 13a Fiduciary's Partial Account 03 23.00
MC GEE, ADRIANN S. (fidy)
03/11/26 13.1 Receipts and Disbursements .00
03/11/26 13.2 Assets Remaining in Fiduciary's Hands 1011.77 .00
03/11/26 Receipt 661330 35.00
03/12/26 13e Entry Setting Hearing on Account .00
04/22/26 13h Judgment Entry Approving Partial Account .00
07/29/26 nc Notice of Change of Address of: .00
Alta Elaine Mosic
07/29/26 nc Notice of Change of Address of: .00
Alta Elaine Mosic
BALANCE DUE .00
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