Case Docket

Case Number: 624572  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : GREER, GERALD L.
AKA :


Date Code Description Reference Receipt Cost
06/05/23 01 Case Number (Daily Reporter) 10.00
06/05/23 02 Forms 10.00
06/05/23 03 Docketing & Index 15.00
06/05/23 04 Computerized Legal Research 3.00
06/05/23 05 Computer Fee 10.00
06/05/23 07 Legal Aid Trust Fund 26.00
06/05/23 08 Dispute Resolution Fund 15.00
06/05/23 gi Guardianship Investigator's Expense 75.00
06/05/23 16 Special Projects Fund 15.00
06/05/23 cb COST BILL .00
06/05/23 17.0 Application for Appointment of Guardian 20.00
Adriann S. Mc Gee
06/05/23 ge Entry Setting Hearing 07/12/2023 .00
2:00 p.m.
06/05/23 eb Exhibit A .00
Zoom invite
06/05/23 15.0 Next of Kin .00
06/05/23 15.2 Guardian - Fiduciary's Acceptance .00
06/05/23 15.3 Affidavit of Additional Information .00
06/05/23 15.4 Guardian's Credibility Application .00
06/05/23 16.1 Affidavit of Custody .00
06/05/23 17ca Change of Address Information for .00
Guardianships
06/05/23 psoe Statement of Expert Evaluation .00
06/05/23 misc Miscellaneous Filing .00
Paperwork from the Court of Common
Pleas and Criminal Division
06/05/23 misc Miscellaneous Filing .00
Mental Health Aftercare Plan
06/05/23 15.8 Adult Guardianship Service Information .00
06/05/23 l LETTER: Cover .00
06/05/23 2y Notice of Hearing .00
06/05/23 cos Certificate of Service .00
06/05/23 Receipt 608918 199.00
06/05/23 vgcs Guardianship: Virtual Service Mail Sent 4.50
Carrie Greer 520729
Marlena Flint Jody Tubaugh 520712
520705
06/05/23 vgcs Guardianship: Virtual Service Mail Sent 16.05
Carrie Greer 520729
Marlena Flint Jody Tubaugh 520712
520705
06/21/23 appi Application Requesting Indigency Status .00
06/21/23 ei Entry Declaring Indigent Status .00
06/21/23 02 Forms .00
06/21/23 03 Docketing & Index .00
06/21/23 04 Computerized Legal Research .00
06/21/23 05 Computer Fee .00
06/21/23 08 Dispute Resolution Fund .00
06/21/23 16 Special Projects Fund .00
06/21/23 cb COST BILL .00
06/21/23 17.0 Application for Appointment of Guardian .00
Danele Tubaugh (competing ap)
06/21/23 15.0 Next of Kin .00
06/21/23 15.1 Waiver of Notice .00
Carrie L. Greer
Malena Flint
Brenda Stillwell
06/21/23 15.2 Guardian - Fiduciary's Acceptance .00
06/21/23 15.3 Affidavit of Additional Information .00
06/21/23 att Attachments .00
Paperwork from Social Security
06/21/23 15.4 Guardian's Credibility Application .00
06/21/23 16.1 Affidavit of Custody .00
06/21/23 17ca Change of Address Information for .00
Guardianships
06/21/23 15.8 Adult Guardianship Service Information .00
06/21/23 psoe Statement of Expert Evaluation .00
06/21/23 dl Copy of Driver's License of: .00
Danele Jo Tubaugh
06/23/23 1da Application for Continuance of Hearing .00
06/23/23 1de Entry Continuing Hearing 08/14/2023 .00
9:00 a.m.
06/23/23 eb Exhibit A .00
zoom invite
06/23/23 misc Miscellaneous Filing .00
confirmation Adriann recieved new
hearing info
06/27/23 bcr Background Check Received BCI .00
Danele Tubaugh
07/10/23 17.8 Investigator's Report .00
07/10/23 cos Certificate of Service von Frese 9.50
07/19/23 eac Entry Appointing Counsel 0040075 .00
Joseph G. Mollica
08/14/23 17d Magistrate's Decision Stone .00
That Danele Jo Tubaugh be appointed
guardian of the person and estate of
Gerald L. Greer upon bond $84,000.00
08/14/23 ex Extra Pages .00
If Ms. Tubaugh fails to submit bond
by 9/8/2023, then Adriann S. Mc Gee will
be appointed.
08/14/23 17b Notice To Attorneys and Parties .00
08/14/23 17c Findings of Fact .00
08/14/23 17n Entry Adopting Magistrate's Decision .00
08/14/23 cos Certificate of Service .00
08/14/23 dr Digital Record of Hearing TAS .00
08/14/2023 / Zoom
08/28/23 igf Indigent Guardianship Fund 30.00
08/28/23 adl Additional Letters of Authority 2.00
08/28/23 cb COST BILL .00
08/28/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
TUBAUGH, DANELE JO (fidy)
08/28/23 15.9 Oath of Guardian .00
08/29/23 noa Notice of Appearance of Counsel .00
- Attorney for Defendant
Michael D. Juhola
08/29/23 17d Magistrate's Decision (AMENDED) STONE .00
08/29/23 cos Certificate of Service .00
10/11/23 igf Indigent Guardianship Fund 30.00
10/11/23 adl Additional Letters of Authority 2.00
10/11/23 cb COST BILL .00
10/11/23 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC GEE, ADRIANN S. (fidy)
10/11/23 4.2 Fiduciary's Bond 40000.00 .00
RLI
10/11/23 poa Power of Attorney .00
10/11/23 att Attachments .00
Creditbilty and signature pages
10/11/23 1ae Entry Increasing Bond 44000.00 5.00
RLI Surety
10/11/23 4.2 Fiduciary's Bond 84000.00 .00
RLI Surety
10/11/23 bacb Bond Application for CBS Agency .00
10/11/23 poa Power of Attorney .00
RLI Insurance Company
10/11/23 ref No Refund Issued: $1.00 or less 1.00
10/11/23 Receipt 615298 50.00
10/23/23 6.0 Inventory 35550.37 7.00
MC GEE, ADRIANN S. (fidy)
10/25/23 1ca Application for Attorney Fees 10.00
Adriann S McGee
10/25/23 fs Fee Schedule .00
10/25/23 morf Magistrate's Order Regarding Fees 1657.00 .00
10/25/23 Receipt 616014 31.00
10/30/23 Receipt 616185 46.05
10/30/23 l LETTER: cover 10/27/2023 .00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
11/02/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/02/23 att Attachments .00
11/02/23 15bn Entry Authorizing Expenditure of Funds 5000.00 5.00
(Non-Custodial) 5000.00
11/02/23 cc Certified Copy 1.00
11/02/23 Receipt 616442 16.00
02/13/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/13/24 att Attachment .00
02/13/24 15bn Entry Authorizing Expenditure of Funds 7530.00 5.00
(Non-Custodial)
02/13/24 cc Certified Copy 1.00
02/13/24 Receipt 621366 16.00
05/29/24 gcf Guardianship Complaint Filed 001 .00
Healthcare, Twin Valley 001
05/29/24 gcn Guardian Notified of Complaint 05/29/2024 .00
to Ms. Jodi Tubaugh 001
05/29/24 gcn Guardian Notified of Complaint 05/29/2024 .00
to Ms. Adriann S. Mc Gee 001
05/29/24 l LETTER: to Twin Valley .00
06/10/24 rtc Response To a Complaint .00
07/29/24 16k Notice to File Sent To fidy 1.00
07/30/24 gcdv Notification of Disposition of 07/30/2024 .00
Guardianship Complaint 001
07/30/24 rtc Response To a Complaint .00
07/30/24 cos Certificate of Service .00
07/30/24 mo Magistrate's Order on Complaint Martin 5.00
Disposition 9/6/2024
3:30p.m.
07/30/24 eb Exhibit A .00
zoom invite
07/30/24 cos Certificate of Service .00
08/01/24 l LETTER: to Twin Valley .00
08/01/24 l LETTER: to Jodi Tubaugh .00
08/01/24 l LETTER: to Adriann S. Mc Gee .00
08/30/24 22n Guardian's Annual Report 5.00
MC GEE, ADRIANN S. (fidy)
08/30/24 soe Statement of Expert Evaluation .00
MC GEE, ADRIANN S. (fidy)
08/30/24 Receipt 631375 6.00
09/06/24 dr Digital Record of Hearing SNR .00
09/06/2024 / Zoom
09/06/24 dr Digital Record of Hearing SNR .00
09/06/2024 / Zoom
09/11/24 13k Notice to File Account 0085731 1.00
09/11/24 22ni Investigator Review of Guardian's Report .00
09/12/24 mo Magistrate's Order Russell- 5.00
Ramos
09/12/24 1de Entry Continuing Hearing 11/08/2024 5.00
2:30 p.m.
MC GEE, ADRIANN S. (fidy)
09/12/24 cos Certificate of Service .00
09/13/24 1da Application for Continuance of Hearing .00
09/13/24 1de Entry Continuing Hearing 11/08/2024 5.00
2:30 p.m.
MC GEE, ADRIANN S. (fidy)
09/13/24 att Attachments .00
09/13/24 eb Exhibit A .00
zoom invite
09/13/24 cos Certificate of Service .00
09/19/24 17.1e Entry Dispensing with the Filing of 5.00
Subsequent Statements of Expert
Evaluation
MC GEE, ADRIANN S. (fidy)
09/23/24 l LETTER: Danele Jody Tubaugh .00
10/11/24 vcmw Virtual Service Returned/NO SERVICE .00
10/22/24 nc Notice of Change of Address of: .00
Gerald Greer
10/24/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/24/24 att Attachments .00
10/24/24 15bn Entry Authorizing Expenditure of Funds 112.90 5.00
(Non-Custodial)
10/24/24 nc Notice of Change of Address of: .00
Ward
10/24/24 Receipt 634219 15.00
10/30/24 mo Magistrate's Order on complaint Russell 5.00
disposition Ramos
10/30/24 cos Certificate of Service .00
11/04/24 Receipt 634697 26.00
11/15/24 l LETTER: Return Inventory .00
Need to file amended inventory or
appication/entry to amend inventory
12/10/24 13a Fiduciary's Partial Account 01 22.00
MC GEE, ADRIANN S. (fidy)
12/10/24 13.1 Receipts and Disbursements .00
12/10/24 13.2 Assets Remaining in Fiduciary's Hands 17376.05 .00
12/11/24 13e Entry Setting Hearing on Account .00
12/19/24 1cd Application for Fiduciary Fees 10.00
Adriann S. McGee
12/19/24 fs Fee Schedule .00
12/19/24 morf Magistrate's Order Regarding Fees 911.36 .00
01/07/25 Receipt 637643 37.00
01/21/25 13h Judgment Entry Approving Partial Account .00
02/24/25 15.0 Next of Kin AMENDED .00
03/04/25 noa Notice of Appearance of Counsel .00
- Wade E. Harrison for Danele Jo (Jody)
Tubaugh
03/04/25 cos Certificate of Service .00
03/13/25 appi Application Requesting Indigency Status .00
03/13/25 ei Entry Declaring Indigent Status .00
03/19/25 1b Application to Reduce Bond 5.00
03/19/25 1be Entry to Reduce Bond 40000.00 5.00
RLI SURETY
03/19/25 Receipt 641453 10.00
04/08/25 app Application to Place Will on Deposit .00
08/06/25 gcf Guardianship Complaint Filed Owusu .00
002
08/06/25 gcn Guardian Notified of Complaint 08/06/2025 .00
08/06/25 l LETTER: Tubaugh .00
08/07/25 16k Notice to File 0085731 1.00
08/07/25 16k Notice to File 0062224 1.00
08/22/25 rtc Response To a Complaint 1.00
08/22/25 Receipt 649995 3.00
09/17/25 gcf Guardianship Complaint Filed 9/17/2025 .00
003
09/17/25 l LETTER: F. Owusu .00
09/17/25 l LETTER: D. Tubaugh .00
09/17/25 l LETTER: A. McGee .00
10/03/25 50m Application to Terminate 10.00
Estate Only
10/03/25 obit Obituary 09/26/2025 .00
Gerald Lee Greer
10/03/25 50p Entry Terminating and Ordering Final 12/31/2025 5.00
Account
MC GEE, ADRIANN S. (fidy)
10/03/25 Receipt 652351 15.00
10/03/25 dec Ward Deceased. STAT .00
MC GEE, ADRIANN S. (fidy)
10/08/25 l LETTER: L .00
10/08/25 l LETTER: L .00
10/08/25 l LETTER: L .00
10/08/25 gcdv Notification of Disposition of 10/08/2025 .00
Guardianship Complaint 002
10/08/25 mo Magistrate's Order ELC 5.00
10/08/25 gcdv Notification of Disposition of 10/08/2025 .00
Guardianship Complaint 003
10/08/25 l LETTER: L .00
10/08/25 l LETTER: L .00
10/08/25 l LETTER: L .00
10/08/25 mo Magistrate's Order ELC 5.00
10/10/25 mo Magistrate's Order 5.00
10/10/25 mo Magistrate's Order 5.00
10/13/25 jcos Certificate of Service/Judicial Staff .00
10/29/25 rmr Regular Mail Returned/Not Complete .00
BALANCE DUE 20.00
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