Case Docket

Case Number: 598279  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : WINKLER, GERDA E.
AKA :


Date Code Description Reference Receipt Cost
06/04/19 01 Case Number (Daily Reporter) 10.00
06/04/19 02 Forms 10.00
06/04/19 03 Docketing & Index 15.00
06/04/19 04 Computerized Legal Research 3.00
06/04/19 05 Computer Fee 10.00
06/04/19 07 Legal Aid Trust Fund 26.00
06/04/19 08 Dispute Resolution Fund 15.00
06/04/19 gi Guardianship Investigator's Expense 75.00
06/04/19 16 Special Projects Fund 15.00
06/04/19 cb COST BILL .00
06/04/19 17.0 Application for Appointment of Guardian 20.00
06/04/19 ge Entry Setting Hearing 07/10/2019 .00
10:00 am
06/04/19 15.0 Next of Kin .00
06/04/19 15.1 Waiver of Notice .00
Kullman, Jack R.
06/04/19 15.2 Guardian - Fiduciary's Acceptance .00
06/04/19 15.3 Affidavit of Additional Information .00
06/04/19 15.4 Guardian's Credibility Application .00
06/04/19 16.1 Affidavit of Custody .00
06/04/19 17ca Change of Address Information for .00
Guardianships
06/04/19 15.8 Adult Guardianship Service Information .00
06/04/19 psoe Statement of Expert Evaluation .00
06/25/19 17.8 Investigator's Report .00
06/25/19 cos Certificate of Service Erik von 9.00
Frese
06/25/19 16.4 Notice to Prospective Ward of .00
Application and Hearing.
07/02/19 cb COST BILL .00
07/02/19 17.0 Application for Appointment of Guardian 20.00
competing
07/02/19 ge Entry Setting Hearing 07/10/2019 .00
10:00 am
07/02/19 02 Forms 10.00
07/02/19 03 Docketing & Index 15.00
07/02/19 04 Computerized Legal Research 3.00
07/02/19 05 Computer Fee 10.00
07/02/19 08 Dispute Resolution Fund 15.00
07/02/19 16 Special Projects Fund 15.00
07/02/19 15.0 Next of Kin .00
07/02/19 15.1 Waiver of Notice .00
Curtis M. Princip
07/02/19 15.2 Guardian - Fiduciary's Acceptance .00
07/02/19 16.1 Affidavit of Custody .00
07/02/19 15.3 Affidavit of Additional Information .00
07/02/19 15.4 Guardian's Credibility Application .00
07/02/19 17ca Change of Address Information for .00
Guardianships
07/02/19 15.8 Adult Guardianship Service Information .00
07/02/19 Receipt 538817 296.00
07/10/19 cb COST BILL .00
07/10/19 igf Indigent Guardianship Fund 30.00
07/10/19 adl Additional Letters of Authority 2.00
07/10/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
FCGSB, BY DESIGNEE (fidy)
07/10/19 15.9 Oath of Guardian .00
07/10/19 rgg Receipt of guardianship guide .00
07/10/19 cb COST BILL .00
07/10/19 igf Indigent Guardianship Fund 30.00
07/10/19 adl Additional Letters of Authority 2.00
07/10/19 17d Magistrate's Decision Sugar .00
FCGSB is appointed guardian of the
person. Custis M. Principi is appointed
guardian of the estate, bond is set at
07/10/19 ex 40000.00. .00
07/10/19 17b Notice To Attorneys and Parties .00
07/10/19 17c Findings of Fact .00
07/10/19 17n Entry Adopting Magistrate's Decision 5.00
07/10/19 cos Certificate of Service .00
07/10/19 15.5 Entry Appointing Guardian, Letter of 5.00
Authority
PRINCIPI, CURTIS M (fidy)
07/10/19 15.9 Oath of Guardian .00
07/10/19 rgg Receipt of guardianship guide .00
07/10/19 4.2 Fiduciary's Bond / RLI Surety 40000.00 .00
CBS
J. VanOrder
07/10/19 bacb Bond Application for CBS Agency .00
07/10/19 att Attachments .00
creditability & signature pages
07/10/19 Receipt 539158 79.00
07/11/19 dr Digital Record of Hearing SNS .00
07/10/2019 / hearing room 22E
Time: 10:05:56-10:27:46
07/26/19 ci ANNUAL PHYSICAL/ELECTRONIC - 2019 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/26/19 15c Application to Release Funds .00
07/26/19 15d Entry Authorizing Release of Funds 1440.32 5.00
07/26/19 6.0 Inventory 86701.61 7.00
PRINCIPI, CURTIS M (fidy)
07/26/19 eb Exhibit A .00
07/26/19 cpi Confidential Personal Identifiers .00
07/26/19 1ae Entry Increasing Bond 40000.00 5.00
CBS Agency
07/26/19 4.2 Fiduciary's Bond /RLI Surety 80000.00 .00
CBS Agency
J VanOrder
07/26/19 bacb Bond Application for CBS Agency .00
07/26/19 Receipt 540149 17.00
08/06/19 15c Application to Release Funds .00
08/06/19 15d Entry Authorizing Release of Funds 5.00
08/06/19 cc Certified Copy 1.00
08/06/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/06/19 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
08/06/19 Receipt 540761 21.00
08/15/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/15/19 15bn Entry Authorizing Expenditure of Funds 94.00 5.00
(Non-Custodial) 126.60
75.00
08/15/19 Receipt 541340 15.00
08/21/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
08/21/19 15bn Entry Authorizing Expenditure of Funds 283.80 5.00
(Non-Custodial) 120.00
100.00
120.00
08/21/19 Receipt 541656 15.00
09/11/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/11/19 15bn Entry Authorizing Expenditure of Funds 98.63 5.00
(Non-Custodial) 285.00
09/11/19 eb Exhibit A .00
09/11/19 Receipt 542826 15.00
09/11/19 Void Receipt 542826 15.00
09/11/19 Receipt 542827 15.00
09/16/19 Pay out made through bookkeeper # 0000063563 .00
ACCT #: 000000000209 15.00
09/20/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/20/19 15bn Entry Authorizing Expenditure of Funds 113.08 5.00
(Non-Custodial) 250.00
09/20/19 eb Exhibit A .00
09/20/19 Receipt 543353 15.00
09/27/19 app Application To Approve Qualified Income .00
Trust (Miller Trust)
09/27/19 e Entry 5.00
09/27/19 att Attachments .00
09/27/19 Receipt 543764 5.00
09/30/19 app Application to approve qualified income AMENDED .00
trust (Miller Trust)
09/30/19 att Attachments .00
10/08/19 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
10/08/19 15bn Entry Authorizing Expenditure of Funds 206.00 5.00
(Non-Custodial)
10/08/19 eb Exhibit A .00
10/08/19 Receipt 544322 15.00
10/09/19 1ca Application for Attorney Fees 10.00
Curtis M. Principi
10/09/19 fs Fee Schedule .00
10/09/19 ex Extra Pages 2.00
10/09/19 Receipt 544386 12.00
10/15/19 morf Magistrate's Order Regarding Fees 3348.75 .00
10/15/19 cos Certificate of Service .00
10/18/19 15c Application to Release Funds .00
10/18/19 15d Entry Authorizing Release of Funds 3179.16 5.00
10/18/19 cc Certified Copy 1.00
10/18/19 Receipt 544847 6.00
01/28/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
01/28/20 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
01/28/20 eb Exhibit A .00
01/28/20 Receipt 550103 15.00
02/03/20 nc Notice of Change of Address of: .00
02/03/20 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
02/10/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/10/20 15bn Entry Authorizing Expenditure of Funds 284.00 5.00
(Non-Custodial) 2935.00
300.00
02/10/20 Receipt 550904 15.00
04/27/20 ci ANNUAL PHYSICAL/ELECTRONIC - 2020 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/27/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/27/20 15bn Entry Authorizing Expenditure of Funds 820.00 5.00
(Non-Custodial) 275.00
05/27/20 Receipt 555398 15.00
06/11/20 13k Notice to File Account 0096604 1.00
06/11/20 16ek eNotice to File Sent To fidy .00
06/30/20 1ae Entry Increasing Bond 6000.00 5.00
RLI
06/30/20 4.2 Fiduciary's Bond 86000.00 .00
RLI
CBS
C Carmell
06/30/20 bacb Bond Application for CBS Agency .00
06/30/20 cpi Confidential Personal Identifiers .00
06/30/20 13a Fiduciary's Partial Account 01 24.00
PRINCIPI, CURTIS M (fidy)
06/30/20 13.1 Receipts and Disbursements .00
06/30/20 13.2 Assets Remaining in Fiduciary's Hands 53486.34 .00
06/30/20 l LETTER: .00
Return $28. Check # 29780 For Proper
Costs
07/01/20 13e Entry Setting Hearing on Account .00
07/06/20 Receipt 556978 30.00
07/09/20 1ca Application for Attorney Fees 10.00
Curtis M. Principi
07/09/20 fs Fee Schedule .00
07/09/20 morf Magistrate's Order Regarding Fees 4114.50 .00
Stone
07/09/20 1cd Application for Fiduciary Fees 10.00
Kevin A. Craine
07/09/20 fs Fee Schedule .00
07/09/20 morf Magistrate's Order Regarding Fees 2449.47 .00
Stone
07/09/20 Receipt 557182 20.00
08/12/20 13h Judgment Entry Approving Partial Account .00
08/20/20 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
08/20/20 22p Annual Guardianship Plan .00
08/20/20 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
08/20/20 att Attachments .00
08/20/20 22ni Investigator Review of Guardian's Report .00
09/30/20 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
09/30/20 15bn Entry Authorizing Expenditure of Funds 300.00 5.00
(Non-Custodial)
09/30/20 Receipt 561113 20.00
10/29/20 1ae Entry Increasing Bond 116000.00 5.00
CBS
10/29/20 4.2 Fiduciary's Bond 202000.00 .00
CBS
10/29/20 bacb Bond Application for CBS Agency .00
10/29/20 Receipt 562587 5.00
05/14/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/14/21 15bn Entry Authorizing Expenditure of Funds 843.00 5.00
(Non-Custodial) 295.00
05/14/21 Receipt 571949 15.00
06/02/21 13k Notice to File Account 0096604 1.00
06/21/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/06/21 13n Application to Extend Time to File .00
Account
07/06/21 13o Entry Extending Time to File Account 09/17/2021 5.00
PRINCIPI, CURTIS M (fidy)
07/06/21 Receipt 574408 6.00
07/21/21 16ek eNotice to File Sent To fidy .00
07/27/21 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
07/27/21 22p Annual Guardianship Plan .00
07/27/21 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
02/24/22 13m Citation to File Account sent to fidy 5.00
02/24/22 vcos Certificate of Service for Virtual Mail .00
02/24/22 vcs Virtual Service Mail Sent 6.18
Curtis M Principi 422252
03/10/22 vcr Virtual Service Returned .00
CMP 422252
04/21/22 cpi Confidential Personal Identifiers .00
04/21/22 13a Fiduciary's Partial Account 02 22.00
PRINCIPI, CURTIS M. (fidy)
04/21/22 13.1 Receipts and Disbursements .00
04/21/22 13.2 Assets Remaining in Fiduciary's Hands 7380.47 .00
04/21/22 ex Extra Pages 4.00
04/21/22 Receipt 588684 28.18
04/22/22 13e Entry Setting Hearing on Account .00
04/26/22 Receipt 588893 14.00
06/02/22 13h Judgment Entry Approving Partial Account .00
06/28/22 16ek eNotice to File Sent To fidy .00
07/07/22 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
09/21/22 1cd Application for Fiduciary Fees 10.00
Curtis M Principi
09/21/22 fs Fee Schedule .00
09/21/22 morf Magistrate's Order Regarding Fees 2616.63 .00
09/21/22 1ca Application for Attorney Fees 10.00
Curtis M Principi
09/21/22 fs Fee Schedule .00
09/21/22 morf Magistrate's Order Regarding Fees 1849.46 .00
09/21/22 Receipt 596226 20.00
10/26/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/09/23 22n Guardian's Report 5.00
FCGSB, BY DESIGNEE (fidy)
03/09/23 22p Annual Guardianship Plan .00
03/09/23 soe Statement of Expert Evaluation .00
FCGSB, BY DESIGNEE (fidy)
03/13/23 22ni Investigator Review of Guardian's Report .00
03/22/23 13k Notice to File Account 0096604 1.00
03/31/23 dc Death Certificate .00
Gerda Elisabeth Winkler
04/18/23 50m Application to Terminate 10.00
04/18/23 50n Entry Terminating and Dispensing with N 5.00
Final Account
FCGSB, BY DESIGNEE (fidy)
12/08/23 l LETTER:Cover Letter. 12/07/2023 .00
12/08/23 13.0 Fiduciary's Final Account 03 22.00
PRINCIPI, CURTIS M. (fidy)
12/08/23 13.1 Receipts and Disbursements .00
12/08/23 ex Extra Pages 2.00
12/11/23 13e Entry Setting Hearing on Account .00
12/13/23 Receipt 618392 43.00
12/20/23 Receipt 618732 2.00
12/20/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
01/22/24 13i Judgment Entry Approving Final Account .00
02/13/24 16ek eNotice to File Sent To fidy .00
03/01/24 99 Case Closed .00
BALANCE DUE .00
View Guardians
New Search
Probate Homepage