Case Docket

Case Number: 630737  
Case Type: E  ESTATE
Case Subtype: 02  FULL ADMINISTRATION WITHOUT WILL
Name : RODRIGUEZ, ROBERTO
AKA :


Date Code Description Reference Receipt Cost
05/08/24 01 Case Number (Daily Reporter) 10.00
05/08/24 02 Forms 10.00
05/08/24 03 Docketing & Index 15.00
05/08/24 04 Computerized Legal Research 3.00
05/08/24 05 Computer Fee 10.00
05/08/24 07 Legal Aid Trust Fund 26.00
05/08/24 08 Dispute Resolution Fund 15.00
05/08/24 16 Special Projects Fund 15.00
05/08/24 1.1 Full Estate Deposit Rec # 625645 250.00
05/09/24 4.0 Application for Authority to Administer 5.00
Estate
05/09/24 4.a Waiver of Right to Administer .00
Maria Adriana Alcaraz Sanchez
Ashlee Monserra Rodriguez
Jonhy Rodriguez Alcaraz
05/09/24 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee
05/09/24 4.2 Fiduciary's Bond 40000.00 .00
RLI Ins Co
05/09/24 poa Power of Attorney .00
05/09/24 bacb Bond Application for CBS Agency .00
05/09/24 4.0a Fiduciary's Acceptance .00
05/09/24 4.5 Entry Appointing Fiduciary, Letter of 10.00
Authority
BERGMAN, ROBERT D (fidy)
05/09/24 dc Death Certificate .00
Roberto Rodriguez
05/09/24 igf Indigent Guardianship Fund 30.00
05/09/24 adl Additional Letters of Authority 2.00
05/10/24 3.a Application to Appoint Appraiser .00
05/10/24 3.ae Entry Appointing Appraiser 164 5.00
05/13/24 19k Notice of Case Schedule 1.00
05/13/24 8.9 Summary of General Rights of Surviving .00
Spouse
05/13/24 8.0 Citation to Surviving Spouse 5.00
05/13/24 8.8 Certificate of Service and Notice of 1.00
Citation to Surviving Spouse to
Exercise Elective Rights
05/13/24 8.5 Virtual Certified Mail/SPOUSAL RIGHTS 7.40
Maria Adriana Alcarez Sanchez 560350
05/22/24 8.6 Certified Mail Returned/SPOUSAL RIGHTS .00
MAA 560350
06/03/24 1.0 Surviving Spouse, Next of Kin, Legatee- Y .00
Devisee Amended
07/24/24 l LETTER: .00
Return Inventory Surviving Spouse
Waiver Of Taking
08/02/24 6.4 Application to Extend Time to File .00
Inventory
08/02/24 6.5 Entry Extending Time to File Inventory 11/12/2024 5.00
08/06/24 misc Election Of Surviving Spouse To Take .00
Decedents Entire Interst In Mansion `
House.
08/06/24 cos Certificate of Service .00
And Notice Of Surviving Spouse Election
To Receive Mansion House
08/06/24 l LETTER: cover 07/25/24 .00
08/06/24 50b Application to Allow Fiduciary's Claim .00
08/06/24 att Attachments .00
08/22/24 6.nn Notice to Surviving Spouse of Time and .00
Place of Taking of Inventory
08/23/24 6c Surviving Spouse Waiver of Taking .00
Inventory
08/23/24 6d Waiver of Notice of Hearing on Inventory .00
11/07/24 ej Judgment Entry Overruling Objection MACKEY 5.00
11/07/24 cos Certificate of Service .00
11/12/24 6.0 Inventory 334746.16 17.00
11/12/24 6n Appraiser's Certificate v 3.00
Marco Miller.
11/12/24 6.1 Schedule of Assets R/E:Yes R/E. 325000.00 .00
11/13/24 6e Entry Setting Hearing on Inventory .00
11/20/24 17oi Exceptions to Inventory 10.00
11/20/24 mem Memorandum in Support .00
11/20/24 cos Certificate of Service .00
11/20/24 eb Exhibits A & B 15.00
11/20/24 m Motion for Hearing .00
11/20/24 cos Certificate of Service .00
11/20/24 17pi Entry Setting Exceptions to Inventory 12/18/2024 5.00
for Hearing 1:30 PM
11/20/24 eb Exhibit A .00
11/20/24 cos Certificate of Service .00
11/20/24 SR Service Request .00
11/21/24 ad Additional Deposit Rec # 635584 15.00
12/27/24 6.b Report of Newly Discovered Assets 7.00
12/27/24 6.be Entry Approving Report of Newly 5500.00 5.00
Assets
01/02/25 m Motion to Amend Inventory & Appraisal & .00
Schedule of Assets
01/02/25 mem Memorandum in Support .00
01/02/25 e Entry KAG 5.00
-It is Ordered that the report of new
assets be incorporated in the inventory
& estate amount changed to $335,643.14
01/08/25 mfl Application to Extend Administration .00
01/08/25 mfle Entry Extending Administration 5.00
01/09/25 19k Notice of Case Schedule 1.00
01/15/25 mem Memorandum in Support of Exceptions to .00
Inventory
01/15/25 cos Certificate of Service .00
01/23/25 ci ANNUAL PHYSICAL/ELECTRONIC - 2024 .00
CASE INVENTORY-as required by:
OH Rules of Superintendence
Rule 38
02/06/25 m Motion & Memorandum in Support of Use of .00
Auditor's Value
02/06/25 mem Memorandum in Support .00
02/06/25 cos Certificate of Service .00
02/06/25 ad Additional Deposit Rec # 639207 15.00
02/06/25 mo Magistrate's Order TAS 5.00
-See Decision
09/11/25 m Motion to Remove Asset & Correct Gross .00
Estate Value
09/11/25 mem Memorandum in Support .00
09/11/25 e Entry Approving Deletion of Asset & TAS 5.00
Correcting the Gross Estate Value
12/15/25 2.1 Notice of Dismissal of Claim .00
*Jeffrey Wills Lusk*
12/15/25 mem Memorandum in Support .00
12/15/25 e Entry Approving Dismissal of Claim JAA 5.00
03/24/26 13m Citation to File Account sent to fidy 5.00
03/26/26 vcos Certificate of Service for Virtual Mail .00
03/26/26 vcs Virtual Service Mail Sent 8.86
Robert D Bergman 125255
03/27/26 15m Citation to File Status Letter sent to fidy 5.00
03/30/26 vcos Certificate of Service for Virtual Mail .00
03/30/26 vcs Virtual Service Mail Sent 8.86
Robert D Bergman 126412
04/08/26 vcr Virtual Service Returned .00
A1475 126412
04/21/26 st Status Letter 5.00
04/21/26 ad Additional Deposit Rec # 663992 30.00
04/23/26 13.1 Receipts and Disbursements .00
04/23/26 13a Fiduciary's Partial Account 01 22.00
04/23/26 13.2 Assets Remaining in Fiduciary's Hands 334875.14 .00
04/23/26 bs Bank Statement .00
04/23/26 13.4a Certificate of Service of Account to .00
Heirs or Beneficiaries
04/23/26 ad Additional Deposit Rec # 664165 40.00
04/24/26 13e Entry Setting Hearing on Account .00
05/06/26 m Surviving Spouse's Request for Itemized 1.00
Administration Fees Statement
05/06/26 att Attachments .00
05/06/26 m Surviving Spouse's Request for Itemized 1.00
Administration Fees Statement
05/06/26 cos Certificate of Service .00
05/06/26 mo Magistrate's Order TAS 5.00
-It is ordered that the motion filed by
the surviving spouse is dismissed
(See order for details)
05/06/26 SR Service Request .00
05/08/26 jcos Certificate of Service/Judicial Staff .00
05/08/26 misc Proposed Entry Ordering Itemization of .00
Administration Fees
(NOT SIGNED)
05/08/26 cos Certificate of Service .00
05/11/26 misc Surviving Spouse's Objection to .00
Administrator's Status Letter
05/11/26 cos Certificate of Service .00
Robert D. Bergman
05/11/26 misc Proposed Order Sustaining Surviving .00
Spouse's Objection to Administrator's
Status Letter
05/11/26 cos Certificate of Service .00
Robert D. Bergman
05/11/26 SR Service Request .00
05/13/26 ob Surviving Spouse's Objection to .00
Fiduciary's Partial Account
05/13/26 1e Entry Setting Remote Hearing 06/10/2026 5.00
10:00 AM
TPS
05/14/26 eb Exhibit A .00
Zoom Access Information
05/15/26 jcos Certificate of Service/Judicial Staff .00
05/18/26 mc Memorandum Contra Exceptions to .00
Partial Account
05/18/26 cos Certificate of Service .00
05/21/26 rb Surviving Spouse's Reply to Memo Contra 9.00
to Objection to Fiduciary's Partial
Account
06/04/26 13h Judgment Entry Approving Partial Account .00
06/09/26 1da Application for Continuance of Hearing .00
06/09/26 noam Notice of Appearance of Counsel .00
-Robert Kennedy for Maria Alcaraz
Sanchez
06/09/26 1e Entry Setting Hearing 06/10/2026 5.00
10:00 AM
TAS
06/09/26 cos Certificate of Service .00
06/10/26 dr Digital Record of Hearing TAS .00
06/10/2026 / Zoom
06/11/26 1de Entry Continuing Remote Hearing 07/20/2026 5.00
9:00 AM
TAS
06/11/26 eb Exhibit A .00
BALANCE DUE 4.12
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