January 20, 2017

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Probate Notes
  • Questions regarding fees, forms or status of orderes should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 between the hours of 8:00 a.m. -  3:00 p.m., Monday - Friday.

Probate Examiner, Nina Wendt, may be reached at 209-530-3180.  Due to the volume of calls received by the Probate Examiner, it may be necessary for you to leave a message. Telephone calls are returned daily at 11:00 a.m. and 4:00 p.m.  

It is the goal of the examiner to have probate notes posted five (5) calendar days prior to the hearing. If defects are noted, they mus t be corrected prior to approval of the moving papers.  If you are filing documents to cure technical defects, file-marked copies must be delivered to the Probate Examiner, City Towers Courthouse, 801 Tenth Street, Sixth Floor, Modesto, CA, at least three court days prior to the hearing.  For your convenience, a Drop Box is located at the security desk on the sixth floor.  If the door is closed, please slide your documents under the door.

Probate notes will be updated as needed when late-filed documents are reviewed.  Please note:  Late-filed documents that do not contain the hearing date in the caption require more time and effort to be matched to the files.  This may result in an otherwise avoidable continuance.  Please be sure to include the hearing date in the caption on all documents. 

NOTE:  Unless probate notes state otherwise, an appearance is required in probate matters.   Court Call appearances are acceptable for most probate matters. 

FRIDAY, JANAURY 20, 2017

 

Department 24

8:30 a.m.

 

387661 ESTATE OF EDDIE CHARLES BROWN, JR.

Status Review Hearing continued from 06/08/16, 10/13/16 and 10/21/16:

  • Further proceedings regarding removal of David Brown as Administrator, proof of deposit for truck sale and payment status.

Petition for Allowance of Attorney’s Fees continued from 12/07/16 and to trail Status Review Hearing.

Objection on file.

Reply to Objection on file.

Submitted to Judge for determination.

Appearances by counsel mandatory.

 

MONDAY, JANUARY 23, 2017

 

2200347 ESTATE OF HERBERT RAY SHERROW

PrC§12200 Declaration by Attorney Regarding Status.

Recommend continuance to 05/23/17 to allow time for tax returns to be completed and filed.

Appearance by counsel not required.

 

2200540 ESTATE OF DON M. McGREW

Petition for Order for Sale of the Real Property.

Submitted to Judge for determination..

  • Need revised Order.
  • Report of Sale and Petition for Order Confirming Sale of Real Property set for hearing on 02/08/17..

Appearance by counsel mandatory.

 

2200832 MATTER OF THE CARL & CAROLE BOYETT 2003 LIVING TRUST

Petition to Modify Trust.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2200837 ESTATE OF SONIA JIMENEZ

Petition for Probate of Will and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 07/25/17.

Court will sign the submitted order, appearance not required.

 

2200838 ESTATE OF ABRAM ASKIL

Petition for Probate of Will and for Letters of Administration With Will Annexed:

  • Need Proof of Subscribing Witness as Will is not self-proving.
  • Item 3d(2) of petition should have also been checked.
  • Item 6 of petition incorrectly used as decedent was survived by issue.
  • Item 7 of petition incorrectly used as decedent was survived by issue.
  • Item 8 of petition does not include date of death for predeceased spouse.
  • Item 4 of Waiver of Bond by Beneficiary signed by Abram Askil, Jr., includes both names of brothers instead of just Arthur Askil.
  • Item 2 of Duties and Liabilities of Personal Representative omits telephone number.

Recommend continuance to 02/08/17 to allow time to cure defects.

Appearance by counsel not required.

 

2200839 ESTATE OF SOULAPHONH THAMMAVONGSA

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 07/25/17.

Court will sign the submitted roder, appearance not required.

 

TUESDAY, JANUARY 24, 2017

 

444257 ESTATE OF DONALD DOYLE RAGSDALE

Amended Petition to Require Distribution of Estate, Reduce Costs Claimed by Executrix and Evaluate Fees and Costs Requested by Counsel filed attorney Echols continued from 10/19/16 and 11/21/16.

Petition for Final Distribution filed by attorney Broderick-Villa continued from 11/21/16.

Objection on file.

  • No Amended Supplement Declaration on file as ordered in the Minute Order of 11/21/16.

Possible Long Cause Matter.

Appearances by counsel mandatory.

 

445085 MATTER OF STEINBECK FAMILY TRUST

Status Review Hearing continued from 06/09/14, 12/30/14, 04/30/15, 07/30/15, 10/14/15, 12/16/15, 02/16/16, 04/19/16 and 09/27/16.

  • Need status of settlement agreement.

Appearances by counsel mandatory.

 

2200174 MATTER OF VERA MARGARETTE HENLINE TRUST

Petition for Removal of Personal Representative and for Immediate Suspension of Personal Representative’s Powers Due to Fraudulent Acts and for an Accounting continued from 08/12/15, 09/15/15, 10/27/15, 01/05/16, 04/05/16, 06/30/16, 08/25/16 and 10/25/16 and 12/15/16.

Objection on file.

First and Final Account and Report of Previous Trustee and Petition for its Approval and for an Order Discharge the Previous Trustee continued from 08/25/16 and 10/25/16 and 12/15/16.

Objection on file.

Response to Objection on file.

Possible Long Cause Matter.

Appearance by counsel and pro per mandatory.

 

2200269 ESTATE OF TIMOTHY O’HARRA

Discharge Review Hearing.

  • No Receipt on file.
  • No Ex Parte Petition for Final Discharge and Order submitted for signature.

Appearance by counsel mandatory.

 

2200299 ESTATE OF LOUISE MARCHANT

PrC§12200 Status of Administration.

Recommend continuance to 07/12/17 as requested by attorney to additional real property to be inventoried and appraised.

Appearance by counsel not required.

 

2200553 ESTATE OF LAURA P. GILLILAND

Petition for Final Distribution:

  • Caption does not include First and Final Account and Report or Waiver of Account.
  • Inventory and Appraisal total used throughout the petition and accounting is incorrect in varius places.
  • Need explanation re household furniture and furnishings.
  • Need new Order with corrected caption and explanation re household furniture and furnishings.

Recommend continuance to 02/07/17 to allow time to cure defects.

Appearance by counsel not required.

 

2200733 MATTER OF ESTATE OF TERRY HERSHEL

Petition to Determine Title To and Require Transfer of Personal Property to Estate and for Damages continued from 11/01/16 and 11/15/16:

No documents filed since prior hearings.  Prior notes remain:

  • Need copy of original handwritten Will.
  • Need Notice of Hearing.
  • Need proof of personal service to Peggy Dayton and Judy Cromer.
  • Need Order.

Appearance by counsel mandatory.

 

2200834 MATTER OF ALBERT MESA

Spousal Property Petition.

Recommended for approval.

Court will sign the submitted order, appearance not required.

 

2200835 MATTER OF CLIFTON WISE

Petition to Determine Succession to Real Property.

Recommended for approval.

Court will sign the submitted order, appearance not required.

 

WEDNESDY, JANUARY 25, 2017

 

2200133 MATTER OF SCHULTER FAMILY TRUST

Court Trial continued from 11/16/16.

Appearances by counsel mandatory.

 

2200367 ESTATE OF BENEDICT V. CIPPONERI

Account Review Hearing continued from 01/04/17.

  • Need PrC§12200 Status Report of Administration or Petition for Final Distribution.

Appearance by counsel mandatory.

 

2200504 ESTATE OF DARLENE FAGUNDES PARKER

Inventory Review Hearing continued from 12/08/16:

  • Letters issued 06/08/16.  Inventory and Appraisal due 10/08/16.
  • No Inventory and Appraisal on file.
  • Need Status Report filed immediately with proof of mailing to beneficiaries.

Appearance by counsel mandatory.

 

2200549 ESTATE OF PAUL ALBERTI JR.

Inventory Review Hearing continued from 12/08/16:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/13/17.

Appearance by counsel not required.

 

2200568 ESTATE OF LARRY V. HOWARD

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 07/26/17.

Appearance by counsel not required.

 

2200623 MATTER OF ERICH HOFMAN TESTAMENTARY TRUST

Petition for Order:  (i) Determining Interests in Property; (ii) Directing Trustee to Convey Legal Title to Property; (iii) To Compel Distribution; and (iv) To Compel Accounting for Rental Payments continued from 08/22/16, 11/08/16 and 01/03/17.

Answer and Cross Complaint,

Demurrers.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2200669 MATTER OF GURBAX KAUR
Petition to Determine Succession to Real Property continued from 10/04/16, 10/18/16 and 12/13/16.

Recommended for approval.

Court will sign the submitted order, appearance not required.

 

2200763 ESTATE OF TAMARA JEAN STAGGS

Petition for Letters of Administration continued from 11/21/16 and 12/12/16 recommended for approval with bond of $332,200.00.

Recommend Inventory Review Hearing 07/25/17.

Court will sign the submitted order, appearance not required.

 

2200764 ESTATE OF MARTIN GALLEGOS

Amended Petition for Probate of Will and for Letters Testamentary recommended for approval upon receipt of Proof of Publication.

Recommend Inventory Review Hearing 07/25/17.

·         Need new Letters.

Court will sign the submitted order, appearance not required.

 

2200809 ESTATE OF LILLIAN ELSIE WILLIAMS

Petition for Probate of Will and for Letters Testamentary continued from 01/04/17:

  • Proof of Publication from Waterford News, not Modesto Bee which is the accepted newspaper for the Empire area (PrC§8121).

Appearance by counsel mandatory.

 

2200841 ESTATE OF JACINTO CAETANO OLIVEIRA

Petition for Probate of Will and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 07/25/17.

Court will sign the submitted order, appearance not required.

 

THURSDAY, JANUARY 26, 2017

 

444831 MATTER OF SOUZA 1991 TRUST

Status Review Hearing.

  • Need status re distribution.

Appearance by counsel mandatory.

 

445174 MATTER OF CHARLES E. DEATLEY REVOCABLE LIVING TRUST

Related to File No. 445201.

Court Trial continued from 04/29/15, 07/23/15, 10/22/15, 04/20/16, 06/01/16 and 10/26/16.

Trailing Case No. 445201.

  • Notice of Stay of Proceedings filed 06/29/15.

Appearance by counsel mandatory.

 

445201 ESTATE OF CHARLES E. DEATLEY

Related to File No. 445174.

Court Trial continued from 04/29/15, 07/23/15, 10/22/15, 04/20/16, 06/01/16 and 10/26/16.\

  • Notice of Stay of Proceedings filed 06/29/15.

Appearance by counsel mandatory.

 

445436 ESTATE OF MARGARET ADELIA FELT

Discharge Review Hearing continued from 06/21/16, 08/31/16 and 11/30/16

  • No Ex Parte Petition for Final Discharge and Order submitted for signature.

Appearance by counsel mandatory.

 

2200075 ESTATE OF PATRICIA ANN MORENO

Account Review Hearing vacated.

Discharge Review Hearing set for 07/13//17.

Appearance by counsel not required.

 

2200219 MATTER OF RAYMOND ROBERT CULLUM REVOCABLE LIVING TRUST

Petition Seeking Redress for Trustee’s Breach of Trust Violation of Trustee’s Fiduciary Duties; to Remove Trustee for Breach of Trust; to Compel Accounting and to Appoint Successor Trustee.

  • Need Notice of Hearing.
  • Need Order.

Recommend continuance to 04/2717 to coincide with Status Review Hearing. Appearance by counsel not required.

 

2200320 ESTATE OF JOSEPH FRANKLIN SNYDER

Motion to Compel Petitioner’s Responses to Judicial Form Interrogatories, Set One; Interrogatories to Petition, Set One; Request for Production of Documents, Set One; and Request for Sanctions.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2200617 ESTATE OF MICHAEL TERRY WAGNER

Inventory Review Hearing.

  • Letters issued 07/29/16.  Inventory and Appraisal due 11/29/16.
  • No Inventory and Appraisal on file.

Appearance by personal representative (pro per) mandatory.

 

2200692 ESTATE OF B ENGELHARDT

Petition for Order Directing Personal Representative to Convey or Transfer Real Property filed by attorney Peltier continued from 01/04/17.

Cross-Petition for Money Damages and Injunctive Relief filed by attorney O’Bryant.

Answer to Cross-Petition on file.

Possible Long Cause Matter.

Appearance by counsel mandatory.

 

2200695 MATTER OF DAVID MICHAEL BROWN

Petition to Determine Succession to Real Property continued from 10/18/16, 11/29/16 and 01/10/17.

  • No Amended Petition to Determine Succession to Real Property on file.

Appearance by counsel mandatory.

 

2200802 ESTATE OF NORMAN M. REYNOLDS SR.

Petition for Letters of Administration continued from 12/21/16:

  • Item 1 of petition does not include name of newspaper.
  • Item 2b(2) of petition appears to be mistakenly checked.
  • Item 5a(3) or (4) of petition not completed.
  • Item 7b(3) of petition appears to be mistakenly checked as there is living issue.
  • Item 8 of petition omits date of death for predeceased spouse.
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.
  • Need Letters.

Recommend continuance to 2/16/17 to allow time to cure defects.

Appearance by counsel not required. 

 

2200825 MATTER OF MARY SABALA

Petition to Determine Succession to Real Property continued from 01/12/17.

  • Need Property Tax Certificate as neither box in caption nor item 5b of Inventory and Appraisal completed.
  • Item 6b of petition was incorrectly checked as a personal representative has not been issued letters by the court.
  • Attachment 11 does not include any personal property as checked under item 1 of the petition.
  • Attachment 14 does not include date of death for Frank Sabala.
  • Need Letters Testamentary for personal representative of the estate of Frank Sabala (need date of death and this document before a decision can be made re possible distribution to the living issue of Frank Sabala).
  • Need copies of grant deeds showing current title to the real property.
  • Notice of Hearing Proof of Service by Mail defective as item 2 not completed.
  • Need Order.

Recommend further continuance to 02/16/17 to allow time to cure defects.

Appearance by counsel not required.

 

2200842 ESTATE OF RAMONA KAY AVINA

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 07/26/17.

Court will sign the submitted order, appearance not required.

 

2200844 ESTATE OF JOANN VANDER BEEK

Petition for Probate of Will and for Letters of Administration With Will Annexed recommended for approval.

Recommend Inventory Review Hearing 07/26/17.

Court will sign the submitted order, appearance not required.

 

FRIDAY, JANUARY 27, 2017

No probate matters scheduled.

 

MONDAY, JANUARY 30, 2017

 

431947 MATTER OF TERRY MICHAEL RODRIGUES SPECIAL NEEDS TRUST

Petition for Order Appointing Successor Trustee for Special needs Trust, Correcting the Date of the Trust and Modifying Special Needs Trust.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2200548 ESTATE OF ALAN SOUKHAMTHATH

Inventory Review Hearing continued from 12/29/16.

Final Inventory and Appraisal on file.

Account Review Hearing.

Need PrC§12200 Status Report of Administration or Petition for Final Distribution.

Appearance by personal representative (pro per) mandatory.

 

2200823 ESTATE OF TERRY THOMAS

Petition for Probate of Will and for Letters of Administration With Will Annexed:

  • Need Proof of Subscribing Witness as Will is not self-providing.
  • May require bond for out-of-state personal representative.
  • Caption of petition does not request Authorization to Administer Under the Independent Administration of Estates Act.
  • Item 3f(d) of petition not completed. 
  • Item 8 of petition does not list all names in the Will.
  • Item 8 of petition does not list names exactly as they appear in the Will.
  • Item 8 of petition gives some addresses as unknown.  Need Declarations of Due Diligence for locating addresses.
  • Need “Family Tree”.

Recommend continuance to 02/14/17 to allow time to cure defects.

Appearance by counsel not required.

 

2200845 ESTATE OF STEVEN KEITH RUNNELS

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 07/27/17.

Court will sign the submitted order, appearance not required.

 

TUESDAY, JANUARY 31, 2017

 

444600 MATTER OF FRANK E. DRULLINGER TRUST

Petition for Court Order Surcharging Former Trustee to Reimburse Petitioner for Taxes/Penalties continued from 08/20/15, 12/02/15, 02/25/16 and 04/21/16.

Recommend continuance to 05/21/17 to allow time for the Third Account and Report of Successor Trustee to be hearing on 03/01/17.

Appearance by counsel not required.

 

444958 ESTATE OF MICHAEL H. LOGSDON

Discharge Review Hearing.

  • No Receipts on file.
  • No Ex Parte Petition for Final Discharge and Order submitted for signature.
  • Need Status Report filed immediately with proof of mailing to beneficiaries.

Appearance by counsel mandatory.

 

445221 MATTER OF RALPH MAGANA SR. AND GEORGIA D. MAGANA 1994 LIVING TRUST

Status Review Hearing continued from 07/29/16 and 09/29/16.

  • Need status re compliance pursuant to agreement and stipulation.

Appearance by counsel mandatory.

 

445400 MATTER OF CHERYL A. MENDOZA’S SPECIAL NEEDS TRUST

Account Review Hearing continued from 01/28/16, 03/23/16, 05/26/16, 06/30/16 and 09/29/16 and 11/30/16.

  • No Amended Accounting of Trustee on file.

Appearance by counsel mandatory.

 

445491 ESTATE OF EDWARD VIERRA CASTRO

Account Review Hearing.

Recommend continuance to 05/02/17 as requested in Status Report to allow time to complete sale of real property, complete and file Petition for Final Distribution.

Appearance by counsel  not required.

 

445626 ESTATE OF C.A. SHAW

PrC§12200 Petition and Report of Executor as to Status of Estate continued from 10/18/16.

  • Need Petition for Final Distribution.

Appearance by counsel mandatory.

 

2200231 MATTER OF CINDY LOU BROWNLOW

Account Review Hearing.

  • Need PrC§12200 Status of Administration or Petition for Final Distribution.

Appearance by personal representative (pro per) mandatory.

 

2200435 ESTATE OF GURMUKH GILL

Petition for Recovery of Assets; Confirmation of Title; and Order of Liquidation and Distribution continued from 01/11/17.

Response on file.

Complaint for Breach of Oral Contract and Complaint for Constructive Trust.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2200713 MATTER OF THE CUSHMAN 1987 FAMILY TRUST

First Amended Petition for Instructions for Order Removing Co-Trustees and Appointment of Successor Trustee(s); for Surcharge for Breach of Fiduciary Duties; and, for Approval of Attorney’s Fee.

Opposition on file.

Possible Long Cause Matter.

Appearance by counsel mandatory.

 

2200854 ESTATE OF HARRIET ANN VALVERDE

Petition for Probate of Will and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 08/01/17.

Court will sign the submitted order, appearance not required.

 

WEDNESDAY, FEBRUARY 1 , 2017

 

Department 21

8:30 a.m.

 

220875 ESTATE OF KIRBY J. HENSLEY

Related to file no. 402602.

PrC§12200 Status of Administration continued from 04/28/16, 06/09/16, 09/29/16 and 11/29/16.

  • Need Petition for Final Distribution.

Appearance by counsel mandatory.

 

402602 ESTATE OF LIDA G.  HENSLEY

Related to file no. 220875.

PrC§12200 Status of Administration continued from 04/28/16, 06/09/16, 09/29/16 and 11/26/16.

  • Need Petition for Final Distribution.

Appearance by counsel mandatory.

 

2200491 ESTATE OF ARTEMIO D. AGUILAR

Inventory Review Hearing continued from 11/29/16 and 01/09/17.

Need Final Inventory and Appraisal on file.

Amended First and Final Account and Report and Petition for Final Distribution continued from 01/09/17 recommended for approval.

Recommend Discharge Review Hearing 09/05/17.

  • Need revised Order with caption making distribution to trust.

Appearance by counsel mandatory.

 

2200698 MATTER OF THE TARRIS PHILYAW LIVING TRUST

Court Trial.

Appearance by petitioner and respondent (pro per) mandatory.

 

2200847 MATTER OF GRADY L. JORDAN SR TRUST

Petition for an Order to Confirm Validity of Trust; Confirm Trustee; and Confirm Assets to Trust:

  • Need Notice of Hearing.

Recommend continuance to 03/07/17 to allow time to cure defect.

Appearance by counsel not required.

 

2200848 ESTATE OF BILLIE GENE KEENEY

Petition for Letters of Administration:

  • Item 1a of petition marked instead of item 1b.
  • Item 3d(2) of petition incorrectly marked.
  • Item 8 of petition omits name and date of death for predeceased spouse.
  • Item 4 of Waiver of Bond by Heir not completed.
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.

Recommend continuance to 03/07/17 to allow time to cure defect.

Appearance by counsel not required.

 

2200857 ESTATE OF BERNICE D. ECKERSLEY

Petition for Probate of Will and for Letters Testamentary:

  • Need Proof of Subscribing Witness as Will is not self-proving.
  • Need signed Declination.
  • Caption of petition omits checking box for Authorization to Administer Under the Independent Administration of Estates Act.
  • Item 2c of petition omitted.
  • Item 2d of petition omitted.
  • Item 3b of petition omits county.
  • Item 3g of petition not completed.
  • Item 4 of petition omitted.
  • Item 5a(3) or (4) of petition omitted.
  • Item 6 of petition incorrectly completed as there is living issue.
  • Item 7 of petition incorrectly completed as there is living issue.
  • Item 8 of petition omits date of death for predeceased spouse.
  • No copy of Will attached affixed to petition as Attachment 3e(2).

Recommend continuance to 02/15/17 to allow time to cure defect.

Appearance by counsel not required. 

 

2200858 ESTATE OF ANGELA ADELAIDA RAVELL HUNT

Petition for Probate of Will and Letters of Administration With Will Annexed:

  • Heading of petition does not include “In Pro Per” as you do not appear to be represented by an attorney.
  • Caption of petition marks incorrect box instead of Probate of Will and for Letters Testamentary.
  • Caption of petition omits checking box for Authorization to Administer Under the Independent Administration of Estates Act.
  • Item 1a of petition marked instead of item 1b.
  • Item 2a of petition omitted.
  • Item 3b of petition omits county.
  • Item 3e of petition omits that will is self-proving.
  • Item 3f(2)(c) of petition marked incorrectly.
  • Item 4 of petition omitted.
  • Item 5a(1) or (2) of petition omitted.
  • Item 5a(3) or (4) of petition omitted.
  • Item 5a(7) or (8) of petition omitted.
  • Item 8 of petition does not list names exactly as they appear in Will.
  • Item 8 of petition omits name of trustee and beneficiaries of trust.
  • Need copy of Trust.
  • Need Duties and Liabilities of Personal Representative.
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.
  • Need Order.
  • Need Letters.

Recommend continuance to 03/07/17 to allow time to cure defect.

Appearance by counsel not required.

 

Department 22

8:30 a.m.

 

445230 ESTATE OF LONNIE LAMONT ASHLOCK

Order for Examination of Stacy Carlson.

Appearance by Stacy Carlson mandatory.

 

THURSDAY, FEBRUARY 2, 2017

 

445539 ESTATE OF DIANE M. SIEGFRIED

Third Amended First and Final Account and Report and Petition for Final Distribution recommended for approval.

Recommend Discharge Review Hearing 09/05/17.

  • Need Order.

Appearance by counsel mandatory.

 

2200073 ESTATE OF JUDITH ANN CROSS

Inventory Review Hearing continued from 03/02/16, 04/20/16, 08/29/16 and 11/30/16:

Final Inventory and Appraisal on file.

First and Final Account and Report and Petition for Final Distribution continued from 11/30/18:

  • Need language re notice to Director of the California Victim Compensation Board.
  • Need language re notice to Franchise Tax Board.
  • Need language re interest bearing accounts.
  • Need itemization of costs of administration.
  • Need closing statement for sale of real property.
  • Need summary and accounting prepared properly.

Recommend continuance to 02/16/17 to allow time to cure defects.

Appearance by counsel not required.

 

2200279 ESTATE OF CONCEPCION LOPEZ

Petition for Final Distribution continued from 01/09/17:

  • Need explanation re Creditor’s Claim filed 10/26/16 by the City of Turlock in the amount of $58,580.00 (Notice to Creditors filed 09/30/16 and mailed to the City of Turlock).
  • Need explanation re Creditor’s Claim filed 01/13/17 by the Department of Health Services in the amount of $60,894.14.

Appearance by counsel mandatory.

 

2200655 ESTATE OF JESUS GUTIERREZ

Amended Petition for Probate and for Letters Testamentary and for Letters of Administration With Will Annexed continued from 01/09/17.

No documents filed since prior hearing.  Prior notes remain:

  • Need Proof of Subscribing Witness on file does not have a copy of the Will attached.
  • Need Family Tree.
  • Need proof that petitioner and decedent were married pursuant to Item 5a(1) of petition (decedent’s Will says not married).
  • Item 3f(1)(c) of petition omitted.
  • Item 7 completed in error as there is a surviving spouse.
  • Item 8 of petition omits relationships.
  • Need Notice of Petition to Administer Estate.
  • Need Proof of Publication.
  • Need Order completed correctly.
  • Need Letters completed correctly.
  • Need $435.00 filing fee.

Appearance by counsel mandatory.

 

2200671 MATTER OF LORRAINE VIERRA 2000 TRUST

Petition of Co-Trustee and Beneficiary to Remove Co-Trustee and Appoint Successor Trustee and for Payment of Attorney’s Fees continued from 10/17/16.

Objection on file.

Motion to Be Relieved as Counsel.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2200851 MATTER OF 1996 OWEDA MANGUM LIVING TRUST

Petition for Order Confirming Successor Trustee and Trust Assets:

  • Need Schedule to trust showing assets of trust.
  • Need Assignment of assets to trust.

Recommend continuance to 02/16/17 to allow time to cure defects.

Appearance by counsel not required.

 

2200856 ESTATE OF DHARMINDER SINGH UPPAL

Petition for Letters of Administration:

  • Need Proof of Publication.
  • Need Order.
  • Need Letters.

Recommend continuance to 02/16/17 to allow time to cure defects.
Appearance by counsel not required.

 

2200859 ESTATE OF KAREN SUE TAYLOR

Petition for Letters of Administration.

  • Item 3b of petition omits county.
  • Item 3(d)(3) of petition marked, but no Waiver of Bond by Heir attached.
  • Item 4 of petition incorrectly marked as there is no Will.
  • Item 5a(7) or (8) of petition not completed.
  • Item 6 of petition not completed.
  • Item 7 of petition not completed.
  • Item 8 of petition omits relationship.
  • Notice of Petition to Administer Estate Proof of Service by Mail defective not fully dated in two places.
  • Need Proof of Publication.

Recommend continuance to 02/16/17 to allow time to cure defects.

Appearance by counsel not required.

 

FRIDAY, FEBRUARY 3, 2017

 

445546 ESTATE OF DONNA MONES

Account Review Hearing continued from 09/28/16, 11/29/16 and 01/12/17:

Accounting due no later than 01/30/17.

Appearance by counsel mandatory.

Last updated: January 19, 2017 4:07 PM