Case Docket

Case Number: 524111  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : ROTONDO, SHERRY L.
AKA :

Date Code Description Reference Receipt Cost
08/09/07 01 Case Number (Daily Reporter) 10.00
08/09/07 02 Forms 10.00
08/09/07 03 Docketing & Index 15.00
08/09/07 04 Computerized Legal Research 3.00
08/09/07 05 Computer Fee 10.00
08/09/07 07 Legal Aid Trust Fund 26.00
08/09/07 08 Dispute Resolution Fund 10.00
08/09/07 gi Guardianship Investigator's Expense 75.00
08/09/07 cb COST BILL .00
08/09/07 m Motion To Expedite Hearing .00
08/09/07 1e Entry Setting Hearing 08/20/2007 5.00
10:00 am
08/09/07 17.0 Application for Appointment of Guardian 20.00
08/09/07 ge Entry Setting Hearing 08/20/2007 .00
10:00 am
08/09/07 15.0 Next of Kin .00
08/09/07 15.2 Guardians Acceptance .00
08/09/07 15.3 Affidavit of Additional Information .00
08/09/07 15.4 Guardians Credibility Application .00
08/09/07 17ca Change of Address Information for .00
Guardianships
08/09/07 soe Statement of Expert Evaluation .00
08/09/07 17.1b Supplement for Emergency Guardian .00
08/09/07 Receipt 293804 184.00
08/14/07 soe Statement of Expert Evaluation .00
08/14/07 17.1b Supplement for Emergency Guardian .00
12/27/07 99 Entry Dismissing Application .00
12/27/07 dp Docket Page .00
02/07/24 02 Forms 10.00
02/07/24 03 Docketing & Index 15.00
02/07/24 04 Computerized Legal Research 3.00
02/07/24 05 Computer Fee 10.00
02/07/24 07 Legal Aid Trust Fund 26.00
02/07/24 08 Dispute Resolution Fund 15.00
02/07/24 16 Special Projects Fund 15.00
02/07/24 gi Guardianship Investigator's Expense 75.00
02/07/24 cb COST BILL .00
02/07/24 17.0 Application for Appointment of Guardian 20.00
Curtis M. Principi
02/07/24 15.0 Next of Kin .00
02/07/24 15.2 Guardian - Fiduciary's Acceptance .00
02/07/24 15.3 Affidavit of Additional Information .00
02/07/24 15.4 Guardian's Credibility Application .00
02/07/24 16.1 Affidavit of Custody .00
02/07/24 17ca Change of Address Information for .00
Guardianships
02/07/24 psoe Statement of Expert Evaluation .00
02/07/24 misc Miscellaneous Filing .00
Medication List
02/07/24 15.8 Adult Guardianship Service Information .00
02/07/24 4.2B Proposed Bond Documents .00
02/07/24 att Attachments .00
02/07/24 l LETTER: Cover .00
02/07/24 op Entry Re-Opening Case 5.00
02/08/24 mte Motion to Expedite Hearing .00
02/08/24 e Entry Expediting Hearing 02/20/2024 5.00
3:00 p.m.
02/08/24 eb Exhibit A .00
zoom invite
02/08/24 Receipt 621070 199.00
02/15/24 15.1 Waiver of Notice .00
Eric Rotondo
02/15/24 l LETTER: .00
Kincaid, Randall, Craine
02/20/24 17.8 Investigator's Report .00
02/20/24 cos Certificate of Service von Frese 18.50
02/20/24 eac Entry Appointing Counsel 0040075 5.00
Joe Mollica
02/20/24 dr Digital Record of Hearing SNS .00
02/20/2024 / Zoom
02/27/24 16.4 Notice to Prospective Ward of .00
Application and Hearing.
02/27/24 17d Magistrate's Decision Sugar .00
Accordingly, Curtis Principi is
appointed guardian of the person and
estate of Sherry L. Rotondo.
02/27/24 ex Extra Pages .00
Bond $60,000.00
02/27/24 17b Notice To Attorneys and Parties .00
02/27/24 17c Findings of Fact .00
02/27/24 17n Entry Adopting Magistrate's Decision 5.00
02/27/24 cos Certificate of Service .00
03/08/24 igf Indigent Guardianship Fund 30.00
03/08/24 adl Additional Letters of Authority 2.00
03/08/24 cb COST BILL .00
03/08/24 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
PRINCIPI, CURTIS M. (fidy)
03/08/24 15.9 Oath of Guardian .00
03/08/24 4.2 Fiduciary's Bond 120000.00 .00
RLI
03/08/24 Receipt 622552 65.50
03/12/24 noa Notice of Appearance of Counsel .00
- Paula J. Copeland for Sherry L.
Rotondo
04/12/24 15c Application to Release Funds to Guardian .00
04/12/24 15d Entry Authorizing Release of Funds 3919.80 5.00
-From J.P. Morgan Roth IRA Acct. # 5970
04/12/24 cc Certified Copy 1.00
04/12/24 15c Application to Release Funds to Guardian .00
04/12/24 15d Entry Authorizing Release of Funds 42996.78 5.00
-From Chase Bank Savings Account # 4247
04/12/24 cc Certified Copy 1.00
04/12/24 1ae Entry Increasing Bond 1000.00 5.00
RLI Surety
04/12/24 4.2 Fiduciary's Bond 121000.00 .00
RLI Surety
04/12/24 bacb Bond Application for CBS Agency .00
04/12/24 poa Power of Attorney .00
RLI Insurance Company
04/15/24 6.0 Inventory 60428.58 7.00
04/15/24 Receipt 624314 24.00
05/29/24 gcf Guardianship Complaint Filed 001 .00
Copeland, Paula J. 001
05/29/24 gcn Guardian Notified of Complaint 05/29/2024 .00
001
05/29/24 l LETTER: to Paula Copeland, Esq .00
06/10/24 rtc Response To a Complaint .00
06/17/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
06/17/24 att Attachments .00
06/17/24 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
06/17/24 Receipt 627639 15.00
07/31/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/31/24 att Attachments .00
07/31/24 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
07/31/24 Receipt 629805 15.00
08/16/24 gcd Notification of Disposition of 08/16/2024 .00
Guardianship Complaint 001
08/16/24 att Attachments .00
08/16/24 l LETTER: to Curtis M. Principi .00
08/16/24 l LETTER: to Paula Copeland .00
08/16/24 mo Magistrate's Order on complaint Sunday 5.00
Disposition
08/21/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/21/24 att Attachments .00
08/21/24 15bn Entry Authorizing Expenditure of Funds 1129.00 5.00
(Non-Custodial)
08/21/24 Receipt 630885 15.00
08/26/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/26/24 att Attachments .00
08/26/24 15bn Entry Authorizing Expenditure of Funds 1032.50 5.00
(Non-Custodial)
08/26/24 Receipt 631099 20.00
09/19/24 app Application for Authority to Enter into .00
a Special Needs/Medicaid Payback Turst
Agreement
09/19/24 eb Exhibit A .00
09/19/24 e Entry TAS 5.00
09/19/24 Receipt 632378 5.00
10/08/24 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/14/24 1ca Application for Attorney Fees 10.00
Joseph G Mollica
10/14/24 1cc Consent to Attorney Fees .00
Sherry Rotondo
10/14/24 fs Fee Schedule .00
10/14/24 morf Magistrate's Order Regarding Fees 2110.00 .00
10/14/24 Receipt 633617 10.00
10/25/24 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/25/24 att Attachment .00
10/25/24 15bn Entry Authorizing Expenditure of Funds 577.50 5.00
(Non-Custodial) 500.00
300.00
300.00
10/25/24 Receipt 634263 15.00
11/20/24 m Motion to Approve Proposed Agreed .00
Judgment Entry - Decree of Divorce
11/20/24 eb Exhibit A .00
11/20/24 e Entry Approving Agreed Judgment Entry TAS 5.00
-Decree of Divorce
11/20/24 Receipt 635526 5.00
01/02/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/02/25 eb Exhibit A .00
01/02/25 15bn Entry Authorizing Expenditure of Funds 1470.00 5.00
(Non-Custodial)
01/02/25 Receipt 637505 15.00
02/10/25 16k Notice to File 0096604 1.00
02/10/25 13k Notice to File Account 0096604 1.00
02/13/25 adl Additional Letters of Authority 5.00
02/13/25 Receipt 639592 5.00
03/03/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/03/25 att Attachments .00
03/03/25 15bn Entry Authorizing Expenditure of Funds 3000.00 5.00
(Non-Custodial) 500.00
150.75
03/03/25 Receipt 640561 17.00
03/19/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/19/25 att Attachment .00
03/19/25 15bn Entry Authorizing Expenditure of Funds 1500.00 5.00
(Non-Custodial) 645.00
2580.00
2600.00/mnth
03/19/25 Receipt 641398 15.00
04/09/25 nc Notice of Change of Address of: .00
Ward
04/30/25 l LETTER:Cover Letter. 04/25/2025. .00
04/30/25 1ae Entry Increasing Bond 400000.00 5.00
RLI
04/30/25 4.2 Entry Approving Fiduciary's Bond 521000.00 .00
CBS
04/30/25 bacb Bond Application for CBS Agency .00
04/30/25 poa Power of Attorney RLI .00
04/30/25 6.b Report of Newly Discovered Assets 7.00
04/30/25 6.be Entry Approving Report of Newly 200000.00 5.00
Assets
04/30/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/30/25 att Attachments .00
04/30/25 15bn Entry Authorizing Expenditure of Funds 600.00 5.00
(Non-Custodial) 18298.77
05/01/25 Receipt 643788 32.00
06/03/25 15d Entry Authorizing Release of Funds SNR 5.00
Merrill Inv Acct 5268 205140.04
06/03/25 15c Application to Release Funds .00
06/03/25 Receipt 645559 5.00
06/03/25 cc Certified Copy 1.00
07/02/25 13a Fiduciary's Partial Account 01 22.00
07/02/25 13.1 Receipts and Disbursements .00
07/02/25 13.2 Assets Remaining in Fiduciary's Hands 235931.22 .00
07/02/25 cpi Confidential Personal Identifiers .00
07/02/25 Receipt 647267 23.00
07/07/25 13e Entry Setting Hearing on Account .00
08/14/25 13h Judgment Entry Approving Partial Account .00
08/18/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/18/25 15bn Entry Authorizing Expenditure of Funds 3000.00 5.00
(Non-Custodial) TAS
08/18/25 eb Exhibit .00
08/18/25 Receipt 649686 15.00
08/21/25 1ca Application for Attorney Fees 16.00
Curtis M. Principi
08/21/25 fs Fee Schedule .00
08/21/25 morf Magistrate's Order Regarding Fees 7967.50 .00
375.74
08/21/25 Receipt 649915 16.00
08/21/25 1cd Application for Fiduciary Fees 10.00
Curtis M Principi
08/21/25 morf Magistrate's Order Regarding Guard Fees 2015.12 .00
TAS
08/21/25 fs Fee Schedule .00
08/21/25 Receipt 649946 10.00
09/05/25 16m Citation to File 0096604 guar 5.00
09/05/25 vcos Certificate of Service for Virtual Mail .00
09/05/25 vcs Virtual Service Mail Sent 8.86
Curtis M Principi 088444
09/09/25 22n Guardian's Report 5.00
09/09/25 Receipt 650905 18.86
09/17/25 22ni Investigator Review of Guardian's Report .00
09/17/25 vcr Virtual Service Returned .00
F02 088444
10/01/25 soe Statement of Expert Evaluation .00
11/21/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/21/25 15bn Entry Authorizing Expenditure of Funds 300.00 5.00
(Non-Custodial) 300.00
TAS
11/21/25 eb Exhibit .00
11/21/25 Receipt 655304 15.00
12/16/25 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
12/16/25 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
12/16/25 Receipt 656561 15.00
03/03/26 ci ANNUAL PHYSICAL/ELECTRONIC - 2025 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
04/02/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/02/26 15bn Entry Authorizing Expenditure of Funds 200.00 5.00
(Non-Custodial) 150.00
100.00/week
ELC
04/02/26 Receipt 662807 15.00
04/30/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
04/30/26 eb Exhibit A .00
04/30/26 15bn Entry Authorizing Expenditure of Funds 395.00 5.00
(Non-Custodial) SNR
04/30/26 Receipt 664584 15.00
06/02/26 13k Notice to File Account 0096604 1.00
BALANCE DUE 1.00
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