Case Docket

Case Number:	608564
Case Type:	GA GUARDIANSHIP ADULT
Case Subtype:	PE PERSON AND ESTATE
Name :	SCHROEDER, J. FREDERICK
AKA :

Date	Code	Description	Reference	Receipt	Cost
03/01/21	01	Case Number (Daily Reporter)			10.00
03/01/21	02	Forms			10.00
03/01/21	03	Docketing & Index			15.00
03/01/21	04	Computerized Legal Research			3.00
03/01/21	05	Computer Fee			10.00
03/01/21	07	Legal Aid Trust Fund			26.00
03/01/21	08	Dispute Resolution Fund			15.00
03/01/21	gi	Guardianship Investigator's Expense			75.00
03/01/21	16	Special Projects Fund			15.00
03/01/21	cb	COST BILL			.00
03/01/21	15.8	Adult Guardianship Service Information			.00
03/01/21	m	Motion to Expedite Hearing			.00
03/01/21	1e	Entry Setting Hearing	03/08/2021		5.00
			2:00 PM
03/01/21	17.0	Application for Appointment of Guardian			20.00
03/01/21	15.0	Next of Kin			.00
03/01/21	15.1	Waiver of Notice			.00
		Robert Schroeder
03/01/21	15.2	Guardian - Fiduciary's Acceptance			.00
03/01/21	15.3	Affidavit of Additional Information			.00
03/01/21	15.4	Guardian's Credibility Application			.00
03/01/21	16.1	Affidavit of Custody			.00
03/01/21	17ca	Change of Address Information for			.00
		Guardianships
03/01/21	psoe	Statement of Expert Evaluation			.00
03/01/21	l	LETTER: from Rob Zaino, MD			.00
03/01/21	l	LETTER: cover 02/25/2021			.00
03/01/21	misc	Gahanna Div of Police Incident Report			.00
		Docs
03/01/21	poa	Power of Attorney			.00
03/01/21		Receipt	568102	199.00
03/01/21	eb	Exhibit	A		.00
		Zoom invite
03/05/21	17.8	Investigator's Report			.00
03/05/21	cos	Certificate of Service			18.00
03/08/21	17d	Magistrate's Decision	SNS		.00
		-Robin L Dudley is appt guardian of the
		person & estate of J Frederick Schroeder
		Robin L Dudley shall post 40000.00 bond
03/08/21	17b	Notice To Attorneys and Parties			.00
03/08/21	17c	Findings of Fact			.00
03/08/21	17n	Entry Adopting Magistrate's Decision	SS		5.00
03/08/21	cos	Certificate of Service			.00
03/08/21	dr	Digital Record of Hearing	SNS		.00
		03/08/21
		Zoom
03/09/21	cb	COST BILL			.00
03/09/21	igf	Indigent Guardianship Fund			30.00
03/09/21	adl	Additional Letters of Authority			2.00
03/09/21	15.5	Entry Appointing Guardian, Letter of	SS		5.00
		Authority
		DUDLEY, ROBIN L	(fidy)
03/09/21	15.9	Oath of Guardian			.00
03/09/21	4.2	Fiduciary's Bond	40000.00		.00
			CBS
			ROMANELLI
03/09/21	bacb	Bond Application for CBS Agency			.00
03/09/21	att	Credability & Signature Pages			.00
03/09/21		Receipt	568626	60.00
03/12/21	bcr	Background Check Received			.00
		Robin Dudley	BCI & FBI
03/16/21	rgg	Receipt of guardianship guide			.00
		From Robin Dudley
03/16/21	15.9	Oath of Guardian			.00
		From Robin Dudley
03/29/21	1ae	Entry Increasing Bond	560000.00		5.00
			RLI
03/29/21	4.2	Fiduciary's Bond/ RLI Surety	600000.00		.00
			CBS
			N Romanelli
03/29/21	bacb	Bond Application for CBS Agency			.00
03/29/21	6.0	Inventory	298839.36		7.00
03/29/21	cpi	Confidential Personal Identifiers			.00
03/29/21	nc	Notice of Change of Address of:			.00
		Ward's
03/29/21		Receipt	569744	17.00
03/31/21		Pay out made through bookkeeper	# 0000067967		.00
		ACCT #: 000000000209 1.00
05/27/21	1ca	Application for Attorney Fees			10.00
		Thomas Taneff
05/27/21	1cc	Consent to Attorney Fees			.00
		Robin L Dudley
05/27/21	fs	Fee Schedule			.00
05/27/21	morf	Magistrate's Order Regarding Fees	10877.75		.00
05/27/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
05/27/21	15bn	Entry Authorizing Expenditure of Funds	10877.75		5.00
		(Non-Custodial)
05/27/21		Receipt	572584	25.00
07/25/21	ci	ANNUAL PHYSICAL/ELECTRONIC - 2021			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
08/11/21	lwip	List of Ward's Important Papers			.00
08/11/21	9.7	Application to Transfer Motor Vehicle			.00
08/11/21	9.8	Entry Approving Transfer of Motor	Stone		5.00
		Vehicle
08/11/21	misc	Liberty Mutual Vehicle Valuation Docs			.00
08/11/21	cc	Certified Copy			1.00
08/11/21	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
08/11/21	15bn	Entry Authorizing Expenditure of Funds	Stone		5.00
		(Non-Custodial)
08/11/21		Receipt	576270	21.00
02/10/22	16ek	eNotice to File	0039959		.00
02/10/22	13ek	eNotice to File Account	0039959		.00
04/04/22	13a	Fiduciary's Partial Account	01		27.00
04/04/22	13.1	Receipts and Disbursements			.00
04/04/22	13.2	Assets Remaining in Fiduciary's Hands	287078.68		.00
04/04/22	cpi	Confidential Personal Identifiers			.00
04/04/22	22n	Guardian's Report			5.00
04/04/22	misc	Miscellaneous Filing			.00
04/04/22	soe	Statement of Expert Evaluation			.00
04/04/22	22ni	Investigator Review of Guardian's Report			.00
04/05/22	13e	Entry Setting Hearing on Account			.00
04/05/22	17.1d	Application to Dispense with Subsequent			.00
		Statements of Expert Evaluation
04/05/22	17.1e	Entry Dispensing with the Filing of			5.00
		Subsequent Statements of Expert
		Evaluation
04/05/22	1ae	Entry Increasing Bond	56000.00		5.00
			Rli surety
04/05/22	4.2	Fiduciary's Bond/RLI Surety	656000.00		.00
			rli surety
			N Romanelli
04/05/22	bacb	Bond Application for CBS Agency			.00
05/16/22	13h	Judgment Entry Approving Partial Account			.00
09/12/22	1ca	Application for Attorney Fees			10.00
		Thomas Taneff
09/12/22	1cc	Consent to Attorney Fees			.00
		Robin L Dudley
09/12/22	fs	Fee Schedule			.00
09/12/22	morf	Magistrate's Order Regarding Fees	8343.80		.00
09/12/22	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
09/12/22	15bn	Entry Authorizing Expenditure of Funds	8343.80		5.00
		(Non-Custodial)
09/12/22		Receipt	595775	25.00
09/22/22		Receipt	596249	42.00
11/21/22	ci	ANNUAL PHYSICAL/ELECTRONIC - 2022			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
03/07/23	16ek	eNotice to File	0039959		.00
03/07/23	13ek	eNotice to File Account	0039959		.00
03/29/23	22n	Guardian's Report			5.00
03/29/23	l	LETTER:			.00
		Thomas Taneff
03/29/23		Receipt	605491	5.00
04/14/23	cpi	Confidential Personal Identifiers			.00
04/14/23	1ae	Entry Increasing Bond	2000.00		5.00
			RLI
04/14/23	4.2	Fiduciary's Bond	658000.00		.00
			RLI
04/14/23	poa	Power of Attorney			.00
04/14/23	bacb	Bond Application for CBS Agency			.00
04/14/23	13a	Fiduciary's Partial Account	02		22.00
04/14/23	13.1	Receipts and Disbursements			.00
04/14/23	13.2	Assets Remaining in Fiduciary's Hands	294792.80		.00
04/14/23	ex	Extra Pages			2.00
04/14/23		Receipt	606318	29.00
04/17/23	13e	Entry Setting Hearing on Account			.00
04/19/23	22ni	Investigator Review of Guardian's Report			.00
05/30/23	13h	Judgment Entry Approving Partial Account			.00
10/31/23	ci	ANNUAL PHYSICAL/ELECTRONIC - 2023			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
03/01/24	16ek	eNotice to File	0039959		.00
03/18/24	13ek	eNotice to File Account	0039959		.00
03/20/24	22n	Guardian's Report			5.00
03/20/24	l	LETTER:			.00
03/25/24		Receipt	623243	5.00
03/26/24	22ni	Investigator Review of Guardian's Report			.00
04/11/24	1ae	Entry Increasing Bond	162000.00		5.00
			RLI Surety
04/11/24	4.2	Fiduciary's Bond	820000.00		.00
			RLI Surety
04/11/24	bacb	Bond Application for CBS Agency			.00
04/11/24	poa	Power of Attorney			.00
		RLI Insurance Company
04/11/24	cpi	Confidential Personal Identifiers			.00
04/11/24	13a	Fiduciary's Partial Account	03		22.00
04/11/24	13.1	Receipts and Disbursements			.00
04/11/24	13.2	Assets Remaining in Fiduciary's Hands	375865.93		.00
04/11/24	ex	Extra Pages			2.00
04/11/24		Receipt	624207	29.00
04/12/24	13e	Entry Setting Hearing on Account			.00
04/18/24	15an	Application for Authority to Expend			10.00
		Funds (Non-Custodial)
04/18/24	1ca	Application for Attorney Fees			10.00
		Thomas Taneff
04/18/24	1cc	Consent to Attorney Fees			.00
		Robin L. Dudley
04/18/24	fs	Fee Schedule			3.00
04/22/24		Receipt	624729	23.00
04/23/24		Pay out made through bookkeeper	# 0000079212		.00
		ACCT #: 000000000209 6.00
04/29/24	morf	Magistrate's Order Regarding Fees	3116.50		.00
04/29/24	15bn	Entry Authorizing Expenditure of Funds	3116.50		5.00
		(Non-Custodial)
05/23/24	13h	Judgment Entry Approving Partial Account			.00
02/20/25	16ek	eNotice to File	0039959		.00
03/11/25	13ek	eNotice to File Account	0039959		.00
03/14/25	ci	ANNUAL PHYSICAL/ELECTRONIC - 2024			.00
		CASE INVENTORY-as required by:
		OH Rules of Superintendence
		Rule 38
04/16/25	1b	Application to Reduce Bond			5.00
04/16/25	1be	Entry to Reduce Bond	219000.00		5.00
			RLI Surety
04/16/25	13a	Fiduciary's Partial Account	04		22.00
04/16/25	13.1	Receipts and Disbursements			.00
04/16/25	13.2	Assets Remaining in Fiduciary's Hands	51192.51		.00
04/16/25	ex	Extra Pages			2.00
04/16/25		Receipt	642954	29.00
04/17/25	13e	Entry Setting Hearing on Account			.00
04/18/25	22n	Guardian's Report			5.00
04/18/25		Receipt	643090	5.00
04/25/25		Receipt	643429	10.00
04/29/25	22ni	Investigator Review of Guardian's Report			.00
05/28/25	13h	Judgment Entry Approving Partial Account			.00
03/16/26	13ek	eNotice to File Account	0039959		.00
03/20/26	16ek	eNotice to File	0039959		.00
03/25/26	4.2B	Copy of Bond Documents			.00
03/25/26	poa	Power of Attorney	RLI		.00
03/25/26	13a	Fiduciary's Partial Account	05		24.00
03/25/26	13.1	Receipts and Disbursements			.00
03/25/26	13.2	Assets Remaining in Fiduciary's Hands	100746.56		.00
03/25/26	22n	Guardian's Report			5.00
03/25/26	ger	Notice of Compliance with Guardian			.00
		Education Requirements
		Robin Dudley
03/25/26	1ae	Entry Increasing Bond	103500.00		5.00
			RLI
03/25/26		Receipt	662235	34.00
03/26/26	13e	Entry Setting Hearing on Account			.00
03/30/26	22ni	Investigator Review of Guardian's Report			.00
05/06/26	13h	Judgment Entry Approving Partial Account			.00
05/26/26	50m	Application to Terminate			10.00
05/26/26	dc	Death Certificate			.00
		J. Fredrick Schroeder
		J. Frederick Schroeder
05/26/26	50p	Entry Terminating and Ordering Final	08/31/2026		5.00
		Account
05/26/26		Receipt	666074	15.00
		BALANCE DUE			.00

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