Case Docket

Case Number: 609760  
Case Type: GA  GUARDIANSHIP ADULT
Case Subtype: PE  PERSON AND ESTATE
Name : CASASANTE, DIANE
AKA :

Date Code Description Reference Receipt Cost
04/26/21 01 Case Number (Daily Reporter) 10.00
04/26/21 02 Forms 10.00
04/26/21 03 Docketing & Index 15.00
04/26/21 04 Computerized Legal Research 3.00
04/26/21 05 Computer Fee 10.00
04/26/21 07 Legal Aid Trust Fund 26.00
04/26/21 08 Dispute Resolution Fund 15.00
04/26/21 gi Guardianship Investigator's Expense 75.00
04/26/21 16 Special Projects Fund 15.00
04/26/21 cb COST BILL .00
04/26/21 17.0 Application for Appointment of Guardian 20.00
David J. Bradley
04/26/21 15.0 Next of Kin .00
04/26/21 15.1 Waiver of Notice .00
Georgia Bradley
Tammis Hanlon
04/26/21 15.1 Waiver of Notice .00
Robert Bradley
04/26/21 15.1 Waiver of Notice .00
David J. Bradley
04/26/21 15.1 Waiver of Notice .00
John Bradley
04/26/21 15.2 Guardian - Fiduciary's Acceptance .00
04/26/21 15.3 Affidavit of Additional Information .00
04/26/21 15.4 Guardian's Credibility Application .00
04/26/21 16.1 Affidavit of Custody .00
04/26/21 17ca Change of Address Information for .00
Guardianships
04/26/21 psoe Statement of Expert Evaluation .00
04/26/21 l LETTER: Cover .00
04/26/21 misc Miscellaneous Filing .00
Petition to Accept Transfer of
Guardianship from Charlotte County, FL
04/26/21 15.8 Adult Guardianship Service Information .00
04/26/21 m Motion to Expedite hearing .00
04/26/21 1e Entry Setting Hearing 05/07/2021 5.00
10:00 A.M.
04/26/21 eb Exhibit A .00
Zoom invite
04/26/21 Receipt 571091 204.00
04/27/21 Pay out made through bookkeeper # 0000068246 .00
ACCT #: 000000000209 10.00
04/30/21 17.8 Investigator's Report .00
04/30/21 cos Certificate of Service Jennifer 17.00
Kincaid,LSW
04/30/21 16.4 Notice to Prospective Ward of .00
Application and Hearing.
05/03/21 bcr Background Check Received .00
David Bradley
05/07/21 17d Magistrate's Decision Clous .00
David J. Bradley be appointed guardian
of the person and estate of Diane
Casasante. Bond is $200.000.00
05/07/21 17b Notice To Attorneys and Parties .00
05/07/21 17c Findings of Fact .00
05/07/21 17n Entry Adopting Magistrate's Decision 5.00
05/07/21 cos Certificate of Service .00
05/07/21 move Application and Magistrate's Order To .00
Move Ward To More Restrictive Setting
05/07/21 cb COST BILL .00
05/07/21 igf Indigent Guardianship Fund 30.00
05/07/21 adl Additional Letters of Authority 2.00
05/07/21 15.5 Entry Appointing Guardian, Letter of AAC 5.00
Authority
BRADLEY, DAVID J (fidy)
05/07/21 15.9 Oath of Guardian .00
05/07/21 4.2 Fiduciary's Bond/RLI Surety 200000.00 .00
CBS
N Romanelli
05/07/21 bacb Bond Application for CBS Agency .00
05/07/21 att Credability & Signature Pages .00
05/07/21 Receipt 571652 59.00
05/07/21 dr Digital Record of Hearing AAC .00
05/07/21
Zoom
06/08/21 lwip List of Ward's Important Papers .00
07/05/21 ci ANNUAL PHYSICAL/ELECTRONIC - 2021 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
07/07/21 1ca Application for Attorney Fees 10.00
Melissa A Feldman
07/07/21 1cb Entry Approving Attorney Fees 3281.00 .00
279.77
07/07/21 fs Fee Schedule 5.00
07/07/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
07/07/21 eb Exhibit A .00
07/07/21 15bn Entry Authorizing Expenditure of Funds HJW 5.00
(Non-Custodial)
07/07/21 m Motion to Approve Monthly Allowance .00
07/07/21 e Entry HJW 5.00
07/07/21 6.0 Inventory 251884.48 7.00
07/07/21 Receipt 574491 47.00
07/07/21 1ae Entry Increasing Bond 7000.00 5.00
CBS
07/07/21 4.2 Fiduciary's Bond/RLI SURETY 207000.00 .00
CBS
N Romanelli
07/07/21 bacb Bond Application for CBS Agency .00
10/12/21 nc Notice of Change of Address of: .00
11/02/21 1ca Application for Attorney Fees 10.00
Brian Zinn
11/02/21 eb Exhibit A & B 9.00
11/02/21 1cb Entry Approving Attorney Fees 15869.31 .00
11/02/21 ex Extra Pages 5.00
11/02/21 Receipt 580208 24.00
11/03/21 Pay out made through bookkeeper # 0000070197 .00
ACCT #: 000000000209 5.00
11/03/21 1ca Application for Attorney Fees 10.00
Melissa A Feldman
11/03/21 1cb Entry Approving Attorney Fees 2880.00 .00
29.00
11/03/21 fs Fee Schedule .00
11/03/21 Receipt 580310 10.00
11/04/21 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
11/04/21 15bn Entry Authorizing Expenditure of Funds 5.00
(Non-Custodial)
11/04/21 att Attachments .00
11/04/21 Pay out made through bookkeeper # 0000070216 .00
ACCT #: 000000000209 19.00
11/12/21 Receipt 580722 15.00
04/08/22 13k Notice to File Account 0073212 1.00
04/12/22 16k Notice to File 0073212 1.00
06/09/22 6a Amended Inventory 202720.70 7.00
06/09/22 l LETTER: .00
Car not listed on account
06/09/22 22n Guardian's Report 5.00
06/09/22 soe Statement of Expert Evaluation .00
06/09/22 22p Annual Guardianship Plan .00
06/09/22 Receipt 591165 14.00
06/10/22 Pay out made through bookkeeper # 0000072319 .00
ACCT #: 000000000209 26.00
06/29/22 l LETTER:Cover Letter. 06/24/2022 .00
06/29/22 13a Fiduciary's Partial Account 01 22.00
06/29/22 13.1 Receipts and Disbursements .00
06/29/22 13.2 Assets Remaining in Fiduciary's Hands 14441.40 .00
06/29/22 ex Extra Pages 4.00
06/30/22 13e Entry Setting Hearing on Account .00
06/30/22 exm Exemplified Copies 11.00
07/05/22 2.1 Notice of Intent to Register .00
Guardianship Judgment in the State of
New York
07/05/22 md MOTION DOCKET: .00
07/05/22 m Motion to Loan Money to Ward and to .00
Approve Mediation Agreement
07/05/22 eb Exhibit .00
07/05/22 1ca Application for Attorney Fees 10.00
David J Bradley
07/05/22 fs Fee Schedule .00
07/07/22 morf Magistrate's Order Regarding Fees 4037.86 .00
Attorny
07/07/22 cos Certificate of Service .00
07/07/22 e Entry 5.00
to sign promissory not
07/29/22 l LETTER:Cover Letter. 07/26/2022 .00
07/29/22 6a Amended Inventory 254441.40 7.00
08/10/22 10j Consent to Power to Sell Real Estate 5.00
Georgia Bradley, David Bradley,
John Bradley, Robert Bradley, &
Tammis Bradley
08/10/22 e Entry Regarding Bond & Closing Cost 302000.00 5.00
Consent to Power to Sell Real Estate
08/10/22 Receipt 594116 69.00
08/11/22 13h Judgment Entry Approving Partial Account .00
08/11/22 Pay out made through bookkeeper # 0000072983 .00
ACCT #: 000000000209 11.00
09/08/22 m Motion to Sell Motor Vehicle .00
09/08/22 e Entry TAS 5.00
09/08/22 Receipt 595572 5.00
09/12/22 Pay out made through bookkeeper # 0000073304 .00
ACCT #: 000000000209 5.00
09/23/22 1ae Entry Increasing Bond 95000.00 5.00
RLI Surety
09/23/22 4.2 Fiduciary's Bond/RLI Surety 302000.00 .00
RLI Surety
N Romanelli
09/23/22 bacb Bond Application for CBS Agency .00
11/22/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
05/10/23 16k Notice to File 0073212 1.00
05/11/23 nc Notice of Change of Address of: .00
Diane Casasante
05/11/23 22n Guardian's Report 5.00
05/11/23 22p Annual Guardianship Plan .00
05/15/23 13a Fiduciary's Partial Account 02 26.00
05/15/23 13.1 Receipts and Disbursements .00
05/15/23 13.2 Assets Remaining in Fiduciary's Hands 121083.26 .00
05/15/23 1ca Application for Attorney Fees 10.00
Melissa A Feldman
05/15/23 1cb Entry Approving Attorney Fees 3084.00 .00
4.56
05/15/23 fs Fee Schedule .00
05/15/23 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
05/15/23 att Attachments .00
05/15/23 15bn Entry Authorizing Expenditure of Funds 28251.62 5.00
(Non-Custodial)
05/16/23 13e Entry Setting Hearing on Account .00
05/16/23 1cd Application for Guardian Fees 10.00
David J. Bradley
05/16/23 1ce Entry Approving Guardian Fees 8756.00 .00
05/16/23 1b Application to Reduce Bond 5.00
05/16/23 1be Entry to Reduce Bond 243000.00 5.00
RLI Surety
05/16/23 Receipt 607971 82.00
05/17/23 Pay out made through bookkeeper # 0000075890 .00
ACCT #: 000000000209 93.00
06/26/23 13h Judgment Entry Approving Partial Account .00
10/25/23 23m Citation to File Expert Evaluation sent to guar 5.00
10/25/23 vcos Certificate of Service for Virtual Mail .00
10/25/23 vcs Virtual Service Mail Sent 7.21
David J Bradley 518719
10/25/23 vcs Virtual Service Mail Sent 7.21
Melissa A Feldman 518726
10/31/23 ci ANNUAL PHYSICAL/ELECTRONIC - 2023 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
10/31/23 cc Certified Copy 1.00
11/01/23 vcr Virtual Service Returned .00
DJB 518719
11/07/23 vcr Virtual Service Returned .00
MAF 518726
11/09/23 Receipt 616773 20.42
12/01/23 soe Statement of Expert Evaluation .00
12/01/23 l LETTER: .00
12/18/23 22ni Investigator Review of Guardian's Report .00
04/15/24 16k Notice to File 0073212 1.00
04/15/24 13k Notice to File Account 0073212 1.00
05/23/24 22n Guardian's Report 5.00
05/23/24 22p Annual Guardianship Plan .00
05/23/24 soe Statement of Expert Evaluation .00
05/23/24 l LETTER: .00
05/24/24 Receipt 626536 6.00
05/24/24 17.1d Application to Dispense with Subsequent .00
Statements of Expert Evaluation
05/24/24 17.1e Entry Dispensing with the Filing of Stone 5.00
Subsequent Statements of Expert
Evaluation
06/06/24 22ni Investigator Review of Guardian's Report .00
06/13/24 Receipt 627497 6.00
06/26/24 1b Application to Reduce Bond 5.00
06/26/24 1be Entry to Reduce Bond 59000.00 5.00
RLI Surety
06/26/24 1ca Application for Attorney Fees 10.00
Melissa A. Feldman
06/26/24 fs Fee Schedule .00
06/26/24 1cb Entry Approving Attorney Fees 1461.56 .00
06/26/24 13a Fiduciary's Partial Account 03 22.00
06/26/24 13.1 Receipts and Disbursements .00
06/26/24 13.2 Assets Remaining in Fiduciary's Hands 29234.27 .00
06/26/24 ex Extra Pages 1.00
06/27/24 13e Entry Setting Hearing on Account .00
07/10/24 Receipt 628655 43.00
08/08/24 13h Judgment Entry Approving Partial Account .00
02/04/25 50m Application to Terminate .00
02/04/25 50p Entry Terminating and Ordering Final 03/28/2025 .00
Account
ESTATE ONLY
02/05/25 appi Application Requesting Indigency Status .00
02/05/25 ei Entry Declaring Indigent Status .00
03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/28/25 13k Notice to File Account 0073212 1.00
04/03/25 l LETTER:Cover Letter. 03/28/2025. .00
04/07/25 13c Fiduciary's Final Account (Keep Open) 04 .00
04/07/25 13.1 Receipts and Disbursements .00
04/07/25 1ca Application for Attorney Fees .00
04/07/25 1cc Consent to Attorney Fees .00
04/07/25 morf Magistrate's Order Regarding Fees 1631.00 .00
456.00
04/07/25 Receipt 642412 1.00
04/08/25 13e Entry Setting Hearing on Account .00
04/08/25 Pay out made through bookkeeper # 0000082430 .00
ACCT #: 000000000209 34.00
04/23/25 16k Notice to File 0073212 .00
05/19/25 13j Judgment Entry Approving Final Account .00
(Keep Open)
01/20/26 16m Citation to File sent to guar 5.00
01/21/26 vcos Certificate of Service for Virtual Mail .00
01/21/26 vcs Virtual Service Mail Sent 8.86
David J Bradley 116130
01/21/26 vcs Virtual Service Mail Sent 8.86
Melissa A Feldman 116147
01/30/26 vcr Virtual Service Returned .00
A73212 116147
03/06/26 22n Guardians Annual Report 2026 .00
David J. Bradley
03/06/26 Receipt 660993 22.72
03/09/26 22ni Investigator Review of Guardian's Report .00
05/06/26 22n Guardian's Report .00
05/08/26 22ni Investigator Review of Guardian's Report .00
BALANCE DUE .00
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