Case Docket

Case Number: 625483  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : POOLE, MARGARET KAY
AKA :


Date Code Description Reference Receipt Cost
07/25/23 01 Case Number (Daily Reporter) 10.00
07/25/23 cb COST BILL .00
07/25/23 17.0 Application for Appointment of Guardian .00
GSB
07/25/23 15.0 Next of Kin .00
07/25/23 15.1 Waiver of Notice .00
GSB
07/25/23 15.2 Guardian - Fiduciary's Acceptance .00
07/25/23 15.3 Affidavit of Additional Information .00
07/25/23 15.4 Guardian's Credibility Application .00
07/25/23 16.1 Affidavit of Custody .00
07/25/23 17ca Change of Address Information for .00
Guardianships
07/25/23 psoe Statement of Expert Evaluation .00
07/25/23 15.8 Adult Guardianship Service Information .00
07/25/23 ge Entry Setting Hearing 08/15/2023 .00
9:00 a.m.
07/25/23 eb Exhibit A .00
Zoom invite
07/26/23 2y Notice of Hearing .00
07/26/23 cos Certificate of Service .00
07/26/23 vgcs Guardianship: Virtual Service Mail Sent .00
Lexi Wilson 521368
Harold Metheny 521375
Mark Metheny 521382
07/26/23 cos Certificate of Service .00
07/26/23 misc Miscellaneous Filing .00
07/26/23 cos Certificate of Service .00
Lexie Wilson
07/26/23 cos Certificate of Service .00
Mark Metheny
07/26/23 misc Miscellaneous Filing .00
07/27/23 Receipt 611487 10.00
08/02/23 vcr Virtual Service Returned .00
MM 625483
08/08/23 17.8 Investigator's Report .00
08/08/23 cos Certificate of Service Kincaid .00
08/15/23 dr Digital Record of Hearing CLW .00
08/15/2023 / Zoom
08/21/23 igf Indigent Guardianship Fund .00
08/21/23 adl Additional Letters of Authority .00
08/21/23 cb COST BILL .00
08/21/23 17d Magistrate's Decision Wambaugh .00
Accordingly, the GSB is appointed
guardian of the person only of Margaret
Kay Poole. No bond is required.
08/21/23 17b Notice To Attorneys and Parties .00
08/21/23 17c Findings of Fact .00
08/21/23 17n Entry Adopting Magistrate's Decision .00
08/21/23 cos Certificate of Service .00
08/21/23 15.5 Entry Appointing Guardian, Letter of .00
Authority
FCGSB, BY DESIGNEE (fidy)
08/21/23 15.9 Oath of Guardian .00
08/21/23 16.4 Notice to Prospective Ward of .00
Application and Hearing.
08/28/23 nc Notice of Change of Address of: .00
Margaret Kay Poole
10/26/23 02 Forms .00
10/26/23 03 Docketing & Index .00
10/26/23 04 Computerized Legal Research .00
10/26/23 05 Computer Fee .00
10/26/23 07 Legal Aid Trust Fund .00
10/26/23 08 Dispute Resolution Fund .00
10/26/23 16 Special Projects Fund .00
10/26/23 gi Guardianship Investigator's Expense .00
10/26/23 cb COST BILL .00
10/26/23 17.0 Application for Appointment of Guardian .00
Adriann S. Mc Gee (adding estate)
10/26/23 ge Entry Setting Hearing 12/21/2023 .00
2:00 p.m.
10/26/23 eb Exhibit A .00
zoom invite
10/26/23 15.0 Next of Kin .00
10/26/23 15.2 Guardian - Fiduciary's Acceptance .00
10/26/23 15.3 Affidavit of Additional Information .00
10/26/23 15.4 Guardian's Credibility Application .00
10/26/23 16.1 Affidavit of Custody .00
10/26/23 17ca Change of Address Information for .00
Guardianships
10/26/23 4.2B Proposed Bond Documents .00
10/26/23 att Attachments .00
10/26/23 15.8 Adult Guardianship Service Information .00
10/26/23 l LETTER: Cover .00
11/02/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/12/23 17.8 Investigator's Report .00
12/12/23 cos Certificate of Service Kincaid .00
12/21/23 dr Digital Record of Hearing HJW .00
12/21/2023 / Zoom
12/22/23 igf Indigent Guardianship Fund .00
12/22/23 adl Additional Letters of Authority .00
12/22/23 cb COST BILL .00
12/22/23 17d Magistrate's Decision Worthington .00
Accordingly, Adriann McGee is hereby
appointed guardian of the estate of
Margaret Kay Poole. Bond $40,000.00.
12/22/23 17b Notice To Attorneys and Parties .00
12/22/23 17c Findings of Fact .00
12/22/23 17n Entry Adopting Magistrate's Decision .00
12/22/23 cos Certificate of Service .00
12/22/23 15.5 Entry Appointing Guardian, Letter of .00
Authority
MC GEE, ADRIANN S. (fidy)
12/22/23 15.9 Oath of Guardian .00
12/22/23 4.2 Fiduciary's Bond 40000.00 .00
CBS
12/22/23 bacb Bond Application for CBS Agency .00
12/22/23 poa Power of Attorney .00
12/22/23 att Attachments .00
Creditbility and signature pages
01/08/24 3.a Application to Appoint Appraiser .00
01/08/24 3.ae Entry Appointing Appraiser 163 .00
01/08/24 15c Application to Release Funds to Guardian .00
01/08/24 15d Entry Authorizing Release of Funds .00
*Huntington Club Acct. #9856 21.45
*Huntingtton Premier Savings Acct. #3777 200.11
-Funds to be distributed to PNB #2726
01/08/24 cc Certified Copy .00
01/10/24 6n Appraiser's Certificate v .00
Gerald Robins
01/10/24 10j Consent to Power to Sell Real Estate .00
Harold Metheny by Lexie Wilson, Lexie
Wilson, & Mark Metheny
01/17/24 15.0 Next of Kin AMENDED .00
03/14/24 l LETTER: to Adriann S McGee .00
from Mag Asst Lindsay E Webster
03/21/24 6.0 Inventory 70067.65 .00
MC GEE, ADRIANN S. (fidy)
04/01/24 1ae Entry Increasing Bond 115000.00 .00
RLI Surety
04/01/24 4.2 Fiduciary's Bond 155000.00 .00
RLI Surety
04/01/24 bacb Bond Application for CBS Agency .00
04/01/24 poa Power of Attorney .00
RLI Insurance Company
04/03/24 1ca Application for Attorney Fees .00
Adriann S. McGee
04/03/24 fs Fee Schedule .00
04/03/24 morf Magistrate's Order Regarding Fees 665.00 .00
04/19/24 15an Application for Authority to Expend .00
Funds (Non-Custodial)
04/19/24 att Attachments .00
04/19/24 15bn Entry Authorizing Expenditure of Funds 1102.40 .00
(Non-Custodial)
05/24/24 1ca Application for Attorney Fees .00
Adriann S. McGee
05/24/24 fs Fee Schedule .00
05/24/24 morf Magistrate's Order Regarding Fees 3450.00 .00
07/22/24 16ek eNotice to File Sent To fidy .00
08/26/24 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
08/26/24 22p Annual Guardianship Plan .00
08/26/24 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
08/26/24 att Attachments .00
08/30/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
08/30/24 17.1e Entry Dispensing with the Filing of .00
Subsequent Statements of Expert
Evaluation
FCGSB, BY DESIGNEE (fidy)
09/03/24 22ni Investigator Review of Guardian's Report .00
09/10/24 15an Application for Authority to Expend .00
Funds (Non-Custodial)
09/10/24 att Attachments .00
09/10/24 15bn Entry Authorizing Expenditure of Funds 1237.13 .00
(Non-Custodial)
11/22/24 13k Notice to File Account 0085731 .00
01/16/25 1cd Application for Fiduciary Fees .00
Adriann S. McGee
01/16/25 fs Fee Schedule .00
01/16/25 morf Magistrate's Order Regarding Fees 1971.91 .00
01/16/25 13a Fiduciary's Partial Account 01 .00
FCGSB, BY DESIGNEE (fidy)
01/16/25 13.1 Receipts and Disbursements .00
01/16/25 13.2 Assets Remaining in Fiduciary's Hands 2370.12 .00
01/17/25 13e Entry Setting Hearing on Account .00
02/12/25 l LETTER: to Adriann McGee .00
from Mag Asst Lindsay E Webster
02/14/25 1b Application to Reduce Bond .00
02/14/25 1be Entry to Reduce Bond 40000.00 .00
RLI Surety
03/03/25 13h Judgment Entry Approving Partial Account .00
07/28/25 16ek eNotice to File Sent To fidy .00
08/29/25 22n Guardian's Report .00
FCGSB, BY DESIGNEE (fidy)
08/29/25 22p Annual Guardianship Plan .00
09/04/25 22ni Investigator Review of Guardian's Report .00
12/16/25 13k Notice to File Account 0085731 .00
12/31/25 1cd Application for Fiduciary Fees .00
12/31/25 1ce Entry Approving Fiduciary Fees .00
12/31/25 13a Fiduciary's Partial Account 02 .00
MC GEE, ADRIANN S. (fidy)
12/31/25 13.1 Receipts and Disbursements .00
12/31/25 13.2 Assets Remaining in Fiduciary's Hands 6808.60 .00
02/12/26 13h Judgment Entry Approving Partial Account .00
BALANCE DUE .00
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