Case Docket

Case Number: 628351  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : MASON, CAROLE
AKA :


Date Code Description Reference Receipt Cost
01/04/24 01 Case Number (Daily Reporter) 10.00
01/04/24 02 Forms 10.00
01/04/24 03 Docketing & Index 15.00
01/04/24 04 Computerized Legal Research 3.00
01/04/24 05 Computer Fee 10.00
01/04/24 07 Legal Aid Trust Fund 26.00
01/04/24 08 Dispute Resolution Fund 15.00
01/04/24 gi Guardianship Investigator's Expense 75.00
01/04/24 16 Special Projects Fund 15.00
01/04/24 cb COST BILL .00
01/04/24 17.0 Application for Appointment of Guardian 20.00
Tamara Parker
01/04/24 ge Entry Setting Hearing 02/27/2024 .00
10:00 a.m.
01/04/24 eb Exhibit A .00
zoom invite
01/04/24 15.0 Next of Kin .00
01/04/24 15.1 Waiver of Notice .00
01/04/24 15.2 Guardian - Fiduciary's Acceptance .00
01/04/24 15.3 Affidavit of Additional Information .00
01/04/24 15.4 Guardian's Credibility Application .00
01/04/24 16.1 Affidavit of Custody .00
01/04/24 17ca Change of Address Information for .00
Guardianships
01/04/24 psoe Statement of Expert Evaluation .00
01/04/24 dl Copy of Driver's License of: .00
Tamara Renee Parker
01/04/24 15.8 Adult Guardianship Service Information .00
01/04/24 l LETTER: Cover .00
01/05/24 Receipt 619408 199.00
01/25/24 bcr Background Check Received BCI .00
Tamara Parker
02/16/24 17.8 Investigator's Report .00
02/16/24 cos Certificate of Service Kincaid 15.00
02/27/24 m Motion to withdraw guardianship app .00
and to vacte the hearing currently
set for Feb. 27, 2024.
02/27/24 mem Memorandum in Support .00
02/27/24 cos Certificate of Service .00
02/27/24 e Entry granting motion withdraw app Stone .00
03/22/24 cb COST BILL .00
03/22/24 m Motion to Expedite Hearing 04/02/2024 .00
@3:30pm
03/22/24 e Entry Expediting Hearing Stone 5.00
03/22/24 eb Exhibit A .00
Zoom Invite
03/22/24 17.0 Application for Appointment of Guardian 20.00
Adriann S. Mc Gee
03/22/24 15.0 Next of Kin .00
03/22/24 15.2 Guardian - Fiduciary's Acceptance .00
03/22/24 15.3 Affidavit of Additional Information .00
03/22/24 15.4 Guardian's Credibility Application .00
03/22/24 15.8 Adult Guardianship Service Information .00
03/22/24 16.1 Affidavit of Custody .00
03/22/24 17ca Change of Address Information for .00
Guardianships
03/22/24 psoe Statement of Expert Evaluation .00
03/22/24 4.2B Proposed Bond Documents .00
03/22/24 att Attachments .00
03/22/24 l LETTER: .00
03/28/24 02 Forms 10.00
03/28/24 03 Docketing & Index 15.00
03/28/24 04 Computerized Legal Research 3.00
03/28/24 05 Computer Fee 10.00
03/28/24 07 Legal Aid Trust Fund 26.00
03/28/24 08 Dispute Resolution Fund 15.00
03/28/24 16 Special Projects Fund 15.00
03/28/24 gi Guardianship Investigator's Expense 75.00
03/29/24 Receipt 623592 204.00
04/01/24 17.8 Investigator's Report .00
04/01/24 cos Certificate of Service Kincaid 15.50
04/02/24 17.0 Application for Appointment of Guardian page 2 only .00
Amended to reflect person and estate
04/02/24 dr Digital Record of Hearing SNS .00
04/02/2024 / Zoom
04/09/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
04/09/24 17d Magistrate's Decision Sugar .00
Adriann McGee is hereby appointed
guardian of the person and estate of
Carol Mason. Bond $66,000.00
04/09/24 17b Notice To Attorneys and Parties .00
04/09/24 17c Findings of Fact .00
04/09/24 17n Entry Adopting Magistrate's Decision 5.00
04/09/24 cos Certificate of Service .00
04/10/24 Receipt 624139 25.50
04/11/24 Pay out made through bookkeeper # 0000079124 .00
ACCT #: 000000000209 38.00
05/10/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/10/24 igf Indigent Guardianship Fund 30.00
05/10/24 adl Additional Letters of Authority 2.00
05/10/24 cb COST BILL .00
05/10/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
MC,GEE, ADRIANN S. (fidy)
05/10/24 15.9 Oath of Guardian .00
05/10/24 4.2 Fiduciary's Bond 66000.00 .00
RLI
05/10/24 Receipt 625770 37.00
05/13/24 Pay out made through bookkeeper # 0000079414 .00
ACCT #: 000000000209 162.00
05/15/24 15c Application to Release Funds to Guardian .00
05/15/24 15d Entry Authorizing Release of Funds 5.00
-From CME Acct. # 8898 9000.00
-From CME Acct. # 8980 24000.00
05/15/24 cc Certified Copy 1.00
05/15/24 ref No Refund Issued: $1.00 or less 1.00
05/15/24 Receipt 626089 7.00
06/06/24 l LETTER: 06/04/2024 .00
TO: FCPC
FROM: Adriann S. McGee
06/06/24 1ca Application for Attorney Fees 10.00
Adriann S. McGee
06/06/24 fs Fee Schedule .00
06/06/24 morf Magistrate's Order Regarding Fees 1895.00 .00
06/06/24 move Application and Magistrate's Order To MKB .00
Move Ward To More Restrictive Setting
06/10/24 15c Application to Release Funds to guardian .00
06/10/24 15d Entry Authorizing Release of Funds 3512.39 5.00
CME Fed Credit Union 8898 / 8980 433.56
06/10/24 cc Certified Copy 2.00
06/10/24 1ae Entry Increasing Bond 85000.00 5.00
RLI
06/10/24 poa Power of Attorney .00
06/10/24 bacb Bond Application for CBS Agency .00
06/10/24 6.0 Inventory 212615.70 7.00
06/10/24 Receipt 627209 19.00
06/10/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/10/24 15bn Entry Authorizing Expenditure of Funds 500.00 5.00
(Non-Custodial) 7000.00/mnth
06/10/24 cc Certified Copy 1.00
06/10/24 Receipt 627278 16.00
06/11/24 Receipt 627357 10.00
06/24/24 cc Certified Copy 6.00
06/25/24 Receipt 628003 6.00
07/11/24 l LETTER: cover 07/8/24 .00
07/11/24 3.a Application to Appoint Appraiser .00
07/11/24 3.ae Entry Appointing Appraiser 34 5.00
07/11/24 Receipt 628740 5.00
07/16/24 6n Appraiser's Certificate v 3.00
Gerald Robins
07/16/24 Receipt 629070 3.00
08/12/24 6.b Report of Newly Discovered Assets 7.00
08/12/24 6.be Entry Approving Report of Newly 1471.22 5.00
Assets
08/12/24 1ae Entry Increasing Bond 3000.00 5.00
RLI
08/12/24 4.2 Fiduciary's Bond 154000.00 .00
RLI
08/12/24 poa Power of Attorney .00
08/12/24 bacb Bond Application for CBS Agency .00
08/12/24 15c Application to Release Funds to Guardian .00
08/12/24 15d Entry Authorizing Release of Funds 1471.22 5.00
Colonia Life Ins 1190
08/12/24 cc Certified Copy 2.00
08/12/24 Receipt 630367 24.00
12/06/24 Receipt 636319 .00
12/09/24 Pay out made through bookkeeper # 0000081376 .00
ACCT #: 000000000209 5.00
12/13/24 1ae Entry Increasing Bond 300000.00 5.00
RLI Surety
12/13/24 4.2 Fiduciary's Bond 454000.00 .00
RLI Surety
12/13/24 bacb Bond Application for CBS Agency .00
12/13/24 poa Power of Attorney .00
RLI Insurance Company
01/28/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/10/25 13k Notice to File Account 0085731 1.00
04/14/25 16k Notice to File 0085731 1.00
04/29/25 22n Guardian's Report 5.00
04/30/25 Receipt 643673 5.00
05/06/25 22ni Investigator Review of Guardian's Report .00
05/08/25 Receipt 644153 7.00
08/01/25 13a Fiduciary's Partial Account 01 25.00
08/01/25 13.1 Receipts and Disbursements .00
08/01/25 13.2 Assets Remaining in Fiduciary's Hands 37912.55 .00
08/01/25 Receipt 648828 25.00
08/04/25 13e Entry Setting Hearing on Account .00
09/15/25 13h Judgment Entry Approving Partial Account .00
12/24/25 23m Citation to File Expert Evaluation sent to guar 5.00
12/24/25 vcos Certificate of Service for Virtual Mail .00
12/24/25 vcs Virtual Service Mail Sent 8.86
Adriann S McGee 113177
12/31/25 1cd Application for Fiduciary Fees of Person 12.00
Adriann S McGee
12/31/25 fs Fee Schedule .00
12/31/25 morf Magistrate's Order Regarding Guard Fees 2535.00 .00
TPS
12/31/25 Receipt 657327 12.00
01/06/26 1b Application to Reduce Bond 5.00
01/06/26 1be Entry to Reduce Bond 174000.00 5.00
RLI
01/06/26 Receipt 657505 23.86
01/12/26 vcr Virtual Service Returned .00
F02 113177
01/16/26 1cd Application for Fiduciary Fees 14.00
Adriann S McGee
01/16/26 fs Fee Schedule .00
01/16/26 morf Magistrate's Order Regarding Fid Fees $6047.47 .00
MKB
01/16/26 Receipt 658196 14.00
02/13/26 dr Digital Record of Hearing MCD .00
02/13/2026 / 22A
9:33:58am-9:49:39am
02/17/26 soe Statement of Expert Evaluation .00
03/30/26 16k Notice to File 0085731 1.00
07/02/26 noam Notice of Appearance of Counsel .00
Gahanna Care Group, LLC d/b/a Sage Park
07/02/26 cos Certificate of Service .00
07/02/26 misc Performance of Guardian Comments or .00
Complaints
07/02/26 eb Exhibit A 9.00
Residency Agreement
07/02/26 eb Exhibit B .00
Resident Ledger
07/02/26 eb Exhibit C .00
Notice to Pay or Quit
07/02/26 Receipt 668386 10.00
07/02/26 ge Entry Setting Hearing 07/17/2026 .00
2:00 PM
07/02/26 eb Exhibit A Zoom Invite .00
07/02/26 pbmr Courts Internal PB Mailer Request .00
07/02/26 2y Notice of Hearing .00
07/02/26 cos Certificate of Service .00
Adriann S McGee 144508
Rebecca Hall 144515
07/02/26 vgcs Guardianship: Virtual Service Mail Sent 8.86
07/02/26 jcos Certificate of Service/Judicial Staff .00
07/06/26 gcf Guardianship Complaint Filed 07/06/2026 .00
001
07/06/26 att Attachments ebh A 9.00
07/06/26 att Attachments ebh B .00
07/06/26 att Attachments ebh C .00
07/06/26 gcn Guardian Notified of Complaint 07/06/2026 .00
07/06/26 l LETTER: L .00
07/07/26 13k Notice to File Account 0085731 1.00
07/08/26 13a Fiduciary's Partial Account 02 23.00
07/08/26 13.1 Receipts and Disbursements .00
07/08/26 13.2 Assets Remaining in Fiduciary's Hands 7913.90 .00
07/08/26 Receipt 668629 41.86
07/09/26 13e Entry Setting Hearing on Account .00
07/09/26 nc Notice of Change of Address of: .00
Adriann McGee
07/09/26 17ca Change of Address Information for .00
Guardianships
07/13/26 adl Additional Letters of Authority 2.00
07/13/26 adl Additional Letters of Authority 1.00
3 letters requested
07/13/26 Receipt 668920 3.00
07/13/26 gcdv Notification of Disposition of 07/06/2026 1.00
Guardianship Complaint 001
07/15/26 cc Certified Copy 1.00
07/15/26 Receipt 669130 2.00
BALANCE DUE .00
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