Case Docket

Case Number: 610657  
Case Type: T  TRUST
Case Subtype: SN  SPECIAL NEEDS
Name : SRIKONDA, RAINA
AKA :


Date Code Description Reference Receipt Cost
06/14/21 01 Case Number (Daily Reporter) 10.00
06/14/21 02 Forms 10.00
06/14/21 03 Docketing & Index 15.00
06/14/21 04 Computerized Legal Research 3.00
06/14/21 05 Computer Fee 10.00
06/14/21 08 Dispute Resolution Fund 15.00
06/14/21 16 Special Projects Fund 15.00
06/15/21 cb COST BILL .00
06/15/21 10 Application for Appointment of Trustee .00
06/15/21 11 Fiduciary's Acceptance .00
06/15/21 13 Entry Appointing Trustee, Letters of 5.00
Authority
HANSEN, NEILS (fidy)
06/15/21 4.2 Fiduciary's Bond 100000.00 .00
RLI Surety
06/15/21 bacb Bond Application for CBS Agency .00
06/15/21 igf Indigent Guardianship Fund 30.00
06/15/21 adl Additional Letters of Authority 2.00
06/15/21 misc Special Needs Trust for Raina Srikonda .00
06/15/21 Receipt 573396 115.00
08/17/21 l LETTER: cover 08/12/2021 .00
08/17/21 m Motion to Amend Trust .00
08/17/21 1e Entry Setting Remote Hearing 10/12/2021 5.00
-Motion to Amend Trust 8:30 AM
08/17/21 eb Exhibit A .00
08/17/21 cos Certificate of Service .00
08/19/21 6k Notice to File Inventory 0080959 1.00
08/24/21 Receipt 576841 6.00
08/25/21 Pay out made through bookkeeper # 0000069429 .00
ACCT #: 000000000209 24.00
09/15/21 6.4 Application to Extend Time to File .00
Inventory
09/15/21 6.5 Entry Extending Time to File Inventory 12/20/2021 5.00
09/22/21 pos Proof of Service on Notice of Remote .00
Hearing
09/22/21 cr Certified Mail Returned -Complete .00
Vikram Srikonda c/o Susan Srikonda,
Niels Hansen, Raina Srikonda &
Susan Srikonda
10/13/21 dr Digital Record of Hearing MCD .00
10/12/2021 ZOOM
10/14/21 e Entry Approving Motion to Amend Trust 5.00
10/20/21 Receipt 579531 10.00
12/13/21 6.4 Application to Extend Time to File .00
Inventory
12/13/21 6.5 Entry Extending Time to File Inventory 03/21/2022 5.00
12/15/21 Receipt 582285 5.00
01/04/22 1ae Entry Increasing Bond 30000.00 5.00
RLI
01/04/22 4.2 Fiduciary's Bond/RLI Surety 130000.00 .00
RLI
N Romanelli
01/04/22 bacb Bond Application for CBS Agency .00
01/04/22 Receipt 583125 5.00
01/26/22 l LETTER:Cover Letter. 01/24/2022. .00
01/26/22 cpi Confidential Personal Identifiers .00
01/26/22 6.0 Inventory 54630.20 7.00
01/26/22 Receipt 584110 7.00
02/02/22 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
02/02/22 15bn Entry Authorizing Expenditure of Funds 54630.20 5.00
(Non-Custodial)
02/02/22 cc Certified Copy 1.00
02/02/22 Receipt 584528 16.00
05/17/22 13k Notice to File Account 0080959 1.00
06/08/22 l LETTER:Cover Letter. 06/06/2022. .00
06/08/22 13d Waiver of Notice of Hearing on Trust .00
Account.
06/08/22 cos Certificate of Service .00
06/08/22 13a Fiduciary's Partial Account 01 22.00
06/08/22 13.1 Receipts and Disbursements .00
06/08/22 13.2 Assets Remaining in Fiduciary's Hands 52572.30 .00
06/09/22 13e Entry Setting Hearing on Account .00
06/09/22 Receipt 591172 23.00
07/20/22 13h Judgment Entry Approving Partial Account .00
08/24/22 1ca Application for Attorney Fees 10.00
Resh, Root, Philipps & Graham, LLC
08/24/22 1cc Consent to Attorney Fees .00
Niels Hansen & Susan L Srikonda
08/24/22 fs Fee Schedule 2.00
08/24/22 morf Magistrate's Order Regarding Fees 2995.27 .00
08/24/22 Receipt 594872 12.00
10/26/22 cb COST BILL .00
10/26/22 igf Indigent Guardianship Fund 30.00
10/26/22 adl Additional Letters of Authority 2.00
10/26/22 11a Resignation of Fiduciary 5.00
Niels Hansen
10/26/22 11b Entry Accepting Resignation and Ordering 12/15/2022 5.00
Final Account
10/26/22 10 Application for Appointment of Trustee .00
10/26/22 dl Copy of Driver's License of: .00
Srikonda, Susan L P
10/26/22 4.2 Fiduciary's Bond 100000.00 .00
RLI
10/26/22 bacb Bond Application for CBS Agency .00
10/26/22 11 Fiduciary's Acceptance .00
10/26/22 13 Entry Appointing Trustee, Letters of KAG 5.00
Authority
SRIKONDA, SUSAN L. (fidy)
10/26/22 Receipt 598061 47.00
10/27/22 Pay out made through bookkeeper # 0000073835 .00
ACCT #: 000000000209 68.00
11/29/22 ci ANNUAL PHYSICAL/ELECTRONIC - 2022 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
12/21/22 13.0 Fiduciary's Final Account 02 22.00
HANSEN, NEILS (fidy)
12/21/22 13.1 Receipts and Disbursements .00
12/21/22 13a Fiduciary's Partial Account 01 .00
SRIKONDA, SUSAN L. (fidy)
12/21/22 13.1 Receipts and Disbursements .00
12/21/22 13.2 Assets Remaining in Fiduciary's Hands 45076.65 .00
12/21/22 13d Waiver of Notice of Hearing on Account .00
12/21/22 13.n Notice of Hearing on Account .00
12/21/22 l LETTER: .00
Filing Information
12/21/22 Receipt 600722 22.00
12/22/22 13e Entry Setting Hearing on Account .00
02/02/23 13i Judgment Entry Approving Final Account .00
03/14/23 op stat only .00
03/14/23 1ca Application for Attorney Fees 10.00
Resch, Root, Philipps & Graham, LLC
03/14/23 1cc Consent to Attorney Fees .00
Niels Hansen & Susan L Srikonda
03/14/23 fs Fee Schedule 2.00
03/14/23 morf Magistrate's Order Regarding Fees 1493.62 .00
03/14/23 Receipt 604616 12.00
11/21/23 13k Notice to File Account 0080959 1.00
12/27/23 l LETTER:Cover Letter. 12/19/2023 .00
12/27/23 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
12/27/23 13d Waiver of Notice of Hearing on Account .00
12/27/23 13a Fiduciary's Partial Account 02 22.00
12/27/23 13.1 Receipts and Disbursements .00
12/27/23 13.2 Assets Remaining in Fiduciary's Hands 49161.64 .00
12/28/23 13e Entry Setting Hearing on Account .00
12/28/23 Receipt 619053 22.00
01/05/24 Receipt 619405 1.00
02/08/24 13h Judgment Entry Approving Partial Account .00
03/07/24 1ca Application for Attorney Fees 10.00
Resch, Root, Philipps & Graham, LLC
03/07/24 fs Fee Schedule 1.00
03/07/24 morf Magistrate's Order Regarding Fees 1413.89 .00
03/07/24 cc Certified Copy 1.00
03/07/24 Receipt 622517 12.00
11/27/24 13k Notice to File Account 0080959 1.00
01/07/25 l LETTER: Return Account .00
Addional bond
02/13/25 1ae Entry Increasing Bond 10000.00 5.00
RLI Surety
02/13/25 4.2 Fiduciary's Bond 110000.00 .00
RLI Surety
02/13/25 poa Power of Attorney .00
RLI Insurance Company
02/13/25 13a Fiduciary's Partial Account 04 22.00
02/13/25 13.1 Receipts and Disbursements .00
02/13/25 13.2 Assets Remaining in Fiduciary's Hands 53093.61 .00
02/13/25 Receipt 639587 23.00
02/14/25 13e Entry Setting Hearing on Account .00
03/14/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
03/31/25 13h Judgment Entry Approving Partial Account .00
03/31/25 Receipt 642025 5.00
06/02/25 1ca Application for Attorney Fees 10.00
06/02/25 1cc Consent to Attorney Fees .00
Susan L. Srikonda
06/02/25 fs Fee Schedule .00
06/02/25 morf Magistrate's Order Regarding Fees 1421.60 .00
06/02/25 Receipt 645510 10.00
01/13/26 13k Notice to File Account 0080959 1.00
02/19/26 13a Fiduciary's Partial Account 05 22.00
02/19/26 13.1 Receipts and Disbursements .00
02/19/26 13.2 Assets Remaining in Fiduciary's Hands 53935.76 .00
02/19/26 13d Waiver of Notice of Hearing on Trust Acc .00
ount
02/19/26 cos Certificate of Service Waiver of Notice .00
of Hearing on Trust Account
02/19/26 Receipt 659936 23.00
03/10/26 15an Application for Authority to Expend 10.00
Funds (Non-Custodial)
03/10/26 15bn Entry Authorizing Expenditure of Funds TAS 5.00
(Non-Custodial)
03/10/26 Receipt 661284 15.00
03/12/26 13e Entry Setting Hearing on Account .00
04/02/26 13h Judgment Entry Approving Partial Account .00
04/17/26 1ca Application for Attorney Fees 10.00
-Logan Philipps of Philipps & Graham
04/17/26 1cc Consent to Attorney Fees .00
-Susan L. Srikonda
04/17/26 fs Fee Schedule .00
04/17/26 morf Magistrate's Order Regarding Fees 1426.00 .00
TAS
04/17/26 Receipt 663763 10.00
BALANCE DUE .00
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