Case Docket

Case Number: 620222  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : THOMAS, JANE K.
AKA :

Date Code Description Reference Receipt Cost
10/12/22 01 Case Number (Daily Reporter) 10.00
10/12/22 02 Forms 10.00
10/12/22 03 Docketing & Index 15.00
10/12/22 04 Computerized Legal Research 3.00
10/12/22 05 Computer Fee 10.00
10/12/22 07 Legal Aid Trust Fund 26.00
10/12/22 08 Dispute Resolution Fund 15.00
10/12/22 gi Guardianship Investigator's Expense 75.00
10/12/22 16 Special Projects Fund 15.00
10/12/22 cb COST BILL .00
10/12/22 17.0 Application for Appointment of Guardian 20.00
10/12/22 15.0 Next of Kin .00
10/12/22 15.1 Waiver of Notice .00
10/12/22 15.2 Guardian - Fiduciary's Acceptance .00
10/12/22 15.3 Affidavit of Additional Information .00
10/12/22 15.4 Guardian's Credibility Application .00
10/12/22 15.8 Adult Guardianship Service Information .00
10/12/22 16.1 Affidavit of Custody .00
10/12/22 17ca Change of Address Information for .00
Guardianships
10/12/22 psoe Statement of Expert Evaluation .00
10/13/22 m Motion to Expedite Hearing 11/04/2022 .00
@2:00pm
10/13/22 e Entry Expediting Hearing tas 5.00
10/13/22 eb Exhibit A .00
Zoom Invite
10/14/22 Receipt 597435 199.00
10/17/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/01/22 17.8 Investigator's Report .00
11/01/22 cos Certificate of Service von Frese 12.50
11/04/22 dr Digital Record of Hearing MCD .00
11/4/22 ZOOM
11/08/22 17d Magistrate's Decision Duffy .00
Accordingly, Adriann S. McGee is
guardian of the person and estate of
Jane K. Thomas. Bond is set at $87,000
11/08/22 17b Notice To Attorneys and Parties .00
11/08/22 17c Findings of Fact .00
11/08/22 17n Entry Adopting Magistrate's Decision 5.00
11/08/22 cos Certificate of Service .00
11/08/22 Receipt 598658 22.50
11/08/22 igf Indigent Guardianship Fund 30.00
11/08/22 adl Additional Letters of Authority 2.00
11/08/22 cb COST BILL .00
11/08/22 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
11/08/22 15.9 Oath of Guardian .00
11/08/22 4.2 Fiduciary's Bond/RLI Surety 87000.00 .00
CBS
N Romanelli
11/08/22 att Attachments .00
Signature and creditbiliy pages
11/08/22 bacb Bond Application for CBS Agency .00
11/08/22 Receipt 598703 37.00
11/23/22 15c Application to Release Funds to guardian .00
11/23/22 15d Entry Authorizing Release of Funds 10434.85 5.00
Huntington Bank 5716
11/23/22 cc Certified Copy 1.00
11/23/22 Receipt 599422 6.00
11/28/22 Pay out made through bookkeeper # 0000074163 .00
ACCT #: 000000000209 11.00
12/13/22 1ae Entry Increasing Bond 10578.00 5.00
RLI
12/13/22 4.2 Fiduciary's Bond 97578.00 .00
RLI
12/13/22 bacb Bond Application for CBS Agency .00
12/13/22 poa Power of Attorney .00
12/13/22 6.0 Inventory 240188.12 7.00
12/13/22 Receipt 600295 12.00
01/11/23 1ca Application for Attorney Fees 10.00
Adriann S McGee
01/11/23 fs Fee Schedule 2.00
01/11/23 morf Magistrate's Order Regarding Fees 2991.88 .00
01/11/23 Receipt 601587 12.00
08/07/23 nc Notice of Change of Address of: .00
Jane K. Thomas
08/11/23 6n Appraiser's Certificate v 3.00
Gerald Robins
08/11/23 Receipt 612305 3.00
08/11/23 3.a Application to Appoint Appraiser .00
08/11/23 3.ae Entry Appointing Appraiser 34 5.00
08/11/23 move Application and Magistrate's Order To TAS .00
Move Ward To More Restrictive Setting
08/11/23 Receipt 612355 5.00
08/11/23 9.7 Application to Transfer Motor Vehicle .00
08/11/23 9.8 Entry Approving Transfer of Motor 2009 5.00
Vehicle KIA
08/11/23 cc Certified Copy 1.00
08/11/23 cc Certified Copy 1.00
08/11/23 Receipt 612360 7.00
08/18/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/18/23 att Attachments .00
08/18/23 15bn Entry Authorizing Expenditure of Funds 5300.00/mnth 5.00
(Non-Custodial)
08/18/23 cc Certified Copy 2.00
08/18/23 Receipt 612671 17.00
08/22/23 10j Consent to Power to Sell Real Estate 3.00
Victoria Thomas Stanton
Kathleen Thomas Box
Deborah Ann Thomas
08/22/23 e Entry Regarding Bond & Closing Costs 503000.00 5.00
Consent to Power to Sell Real Estate
09/06/23 Receipt 613598 8.00
09/07/23 15c Application to Release Funds to Guardian .00
09/07/23 15d Entry Authorizing Release of Funds 10308.21 5.00
-$10,308.21 from Huntington Bank Acct.
#0496 to Park National Bank Acct. #8009
09/07/23 cc Certified Copy 1.00
09/07/23 cc Certified Copy 1.00
09/07/23 6.b Report of Newly Discovered Assets 7.00
09/07/23 6.be Entry Approving Report of Newly 674.74 5.00
Assets
09/07/23 Receipt 613657 19.00
10/11/23 16k Notice to File 0085731 1.00
10/11/23 13k Notice to File Account 0085731 1.00
11/01/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/12/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/12/23 att Attachments .00
12/12/23 15bn Entry Authorizing Expenditure of Funds 1771.46 5.00
(Non-Custodial) 1853.75
12/12/23 Receipt 618342 15.00
12/19/23 Receipt 618670 2.00
12/19/23 l LETTER: to Adriann McGee .00
from Mag Asst Lindsay E Webster
01/08/24 1cd Application for Guardian Fees 10.00
Adriann S. McGee
01/08/24 fs Fee Schedule .00
01/08/24 morf Magistrate's Order Regarding Fees 2887.50 .00
01/08/24 Receipt 619516 10.00
01/09/24 Pay out made through bookkeeper # 0000078269 .00
ACCT #: 000000000209 15.00
02/05/24 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
02/05/24 fs Fee Schedule 3.00
02/05/24 morf Magistrate's Order Regarding Fees 6155.90 .00
02/06/24 13a Fiduciary's Partial Account 01 22.00
02/06/24 13.1 Receipts and Disbursements .00
02/06/24 13.2 Assets Remaining in Fiduciary's Hands 126250.53 .00
02/06/24 ex Extra Pages 3.00
02/06/24 Receipt 620977 38.00
02/07/24 13e Entry Setting Hearing on Account .00
02/07/24 Pay out made through bookkeeper # 0000078549 .00
ACCT #: 000000000209 27.00
02/23/24 16m Citation to File 0085731 guar 5.00
02/23/24 vcos Certificate of Service for Virtual Mail .00
02/23/24 vcs Virtual Service Mail Sent 7.40
Adriann S McGee 537925
03/19/24 vcr Virtual Service Returned .00
ASM 537925
03/19/24 13h Judgment Entry Approving Partial Account .00
04/03/24 22n Guardian's Report 5.00
04/03/24 soe Statement of Expert Evaluation .00
04/18/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
04/18/24 17.1e Entry Dispensing with the Filing of TAS 5.00
Subsequent Statements of Expert
Evaluation
04/18/24 Receipt 624547 5.00
04/23/24 22ni Investigator Review of Guardian's Report .00
04/24/24 Receipt 624923 17.40
10/11/24 cc Certified Copy 2.00
10/11/24 Receipt 633569 2.00
01/07/25 13k Notice to File Account 0085731 1.00
01/27/25 1ca Application for Attorney Fees -Land Sale 10.00
Adrian S McGee
01/27/25 fs Fee Schedule .00
01/27/25 morf Magistrate's Order Regarding Fees 1491.00 .00
01/27/25 1cd Application for Fiduciary Fees 10.00
Adriann S McGee
01/27/25 fs Fee Schedule .00
01/27/25 morf Magistrate's Order Regarding Fees 1350.00 .00
01/27/25 1cd Application for Fiduciary Fees 10.00
Adrian S McGee
01/27/25 fs Fee Schedule 1.00
01/27/25 morf Magistrate's Order Regarding Fees 4445.16 .00
01/27/25 13a Fiduciary's Partial Account 02 22.00
01/27/25 13.1 Receipts and Disbursements .00
01/27/25 13.2 Assets Remaining in Fiduciary's Hands 47809.25 .00
01/27/25 ex Extra Pages 2.00
01/27/25 Receipt 638666 56.00
01/28/25 13e Entry Setting Hearing on Account .00
03/03/25 16k Notice to File 0085731 1.00
03/10/25 13h Judgment Entry Approving Partial Account .00
03/31/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
08/21/25 nc Notice of Change of Address of: .00
08/21/25 Receipt 649901 1.00
08/28/25 m Motion to Establish Qualified Income .00
Trust
08/28/25 e Entry Authorizing TAS 5.00
08/28/25 Receipt 650306 5.00
10/14/25 16m Citation to File 0085731 guar 5.00
10/15/25 vcos Certificate of Service for Virtual Mail .00
10/15/25 vcs Virtual Service Mail Sent 8.86
Adriann S McGee 093899
11/03/25 22n Guardian's Report 5.00
11/03/25 Receipt 654116 18.86
11/07/25 22ni Investigator Review of Guardian's Report .00
12/29/25 13k Notice to File Account 0085731 1.00
01/05/26 1cd Application for Fiduciary Fees 12.00
Adriann S. McGee
01/05/26 eb Exhibit .00
01/05/26 fs Fee Schedule .00
01/05/26 morf Magistrate's Order Regarding Fees 3941.81 .00
01/05/26 1cd Application for Fiduciary Fees 11.00
Adriann S. McGee
01/05/26 fs Fee Schedule .00
01/05/26 morf Magistrate's Order Regarding Fees 1470.00 .00
01/05/26 13a Fiduciary's Partial Account 03 23.00
01/05/26 13.1 Receipts and Disbursements .00
01/05/26 13.2 Assets Remaining in Fiduciary's Hands 4635.95 .00
01/05/26 Receipt 657474 47.00
01/06/26 13e Entry Setting Hearing on Account .00
02/17/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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