July 17, 2019

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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. -  4:00 p.m., Monday - Friday.

Probate Examiner, Nina Wendt, may be reached at 209-530-3180 or nina.wendt@stanct.orgDue 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 (if filed less than five court day prior to the hearing, there will be a $25.00 late filing fee for each document).  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.

TUESDAY, JULY 16, 2019

 

Department 22

8:30 a.m.

 

439928 MATTER OF WADE J. MEIER SPECIAL NEEDS TRUST

Fifth Account and Report of Successor Trustee and Petition for its Settlement and Approval; for Reduction of Bond; for Withdrawal from Blocked Account; for Approval Attorney’s Fees and Costs recommended for approval.

Recommend Account Review Hearing 06/30/21.

Court will sign submitted order, appearance not required. 

 

2201393 ESTATE OF DEANNA U. LOVELADY

Account Review Hearing continued from 03/12/19 and 04/16/19.

PrC§12200 Status Report of Administration continued from 03/12/19 and 04/16/19.

Recommend confirm 08/27/19 hearing on First and Final Account and Report and Petition for Final Distribution.

Appearance by counsel not required.

 

2201483 MATTER OF SONIA JIMENEZ REVOCABLE LIVING TRUST

Second Amended First Account and Report of Trustee and Petition for its Approval:

  • Need itemization of request for trustees’ fees (showing date, explanation, time, and hourly fee.

Petition for Order 1) for Removal of Trustees of a Beneficiary Trust, 2) for an Accounting, 3) to Compel the Trustees to Fund the Beneficiary Trust, and 4) to Modify an Irrevocable Trust.

  • Reply to Response and Objection on file.

Possible Long Cause Matter.

Appearances by counsel mandatory.

 

PR19000060 MATTER OF HARVEY FAMILY TRUST

Account Review Hearing.

Summary of Account filed 07/03/19.

  • Need Supplement to Summary of Account.

Petition Regarding Internal Affairs of a Trust (1) Compelling Redress of Breach of Trust, (2) Review Trustee’s Compensation, and (3) Account to Beneficiary and Obtain Information Under Probate Code 16061 for Interest, Attorney’s Fees for Bad Faith Breach of Trust continued from 03/12/19.

  • Response and Objections to Petition Regarding Internal Affairs of Trust.

Possible Long Cause Matter.

Appearance by counsel mandatory. 

 

PR19000365 ESTATE OF CAROLYN LEE JOHANSEN

Petition for Letters of Administration continued from 05/28/19.

  • Item 4 of Waiver of Bond by Heir omits named of personal representative.
  • Need verification of Declaration filed 05/24/19.

Recommend continuance to 0910/19 to allow time to cure defects.

Appearance by counsel not required.

 

PR19000388 ESTATE OF RUSSELL LYNN WALLERS

Petition for Letters of Administration continued from 05/28/19:

No documents filed since prior hearing.  Prior notes remain as follows:

  • Need Declarations of Due Diligence re unknown addresses. 

Appearance by petitioner (pro per) mandatory.

 

PR19000507 MATTER OF THE DISASTER RELIEF FUND

Petition for Order of Release of Restrictions Concerning Institutional Funds Under the Uniform Prudent Management of Institutional Funds Act.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

WEDNESDAY, JULY 17, 2019

 

Department 22

8:30 a.m.

 

PR19000489 MATTER OF ANN McGUIRE TRUST

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

  • Need Assignment to trust.
  • Need explanation as to how assets listed on Exhibit “A” of trust relate to assets being listed in current petition for confirmation to trust.
  • Need Notice of Hearing pursuant to PrC§851(c).

Recommend continuance to 09/11/19 to allow time to cure defects.

Appearance by counsel not required.

 

THURSDAY, JULY 18, 2019

 

Department 22

8:30 a.m.

 

2201463 ESTATE OF JOSEPH ANTHONY SANDOVAL

Inventory Review Hearing continued from 02/15/19, 03/15/19 and 05/16/19.

No documents filed since prior hearings.  Prior notes remain:

Inventory and Appraisal on file.

  • Need Corrected Final Inventory and Appraisal:
  • Caption does not mark box for “Partial” or “Final”.
  • Caption does not mark box for “Property Tax Certificate”.
  • Item 4 omitted.
  • Item 5b omitted.

Appearance by counsel mandatory.

 

PR18000116 ESTATE OF GUADALUPE A. OROZCO

Related Case No. PR18000263.

Court Motion re Retention of Counsel.

Appearances mandatory.

 

PR18000263 ESTATE OF GUADALUPE A. OROZCO

Related Case No. PR18000116.

Court Motion re Retention of Counsel.

Appearances mandatory.

 

PR19000539 MATTER OF DOUG AND BRENDA ULRICH TRUST

Petition for Order Confirming Trust Assets:

  • Need Notice of Hearing pursuant to PrC§851(c).

Recommend continuance to 09/12/19 to allow time to cure defects.

Appearance by counsel not required.

 

FRIDAY, JULY 19, 2019

 

Department 22

8:30 a.m.

 

2200174 MATTER OF VERA MARGARETTE HENLINE TRUST

Status Review Hearing continued from 11/30/18, 01/11/19 and 03/15/19.

  • Need status re sale of ranch.

Appearance by counsel mandatory.

 

2200692 ESTATE OF AARON N. ENGELHARDT

Discharge Review Hearing.

  • Need Receipt for Final Distribution.
  • Need Ex Parte Petition for Final Discharge and Order submitted for signature.

Appearance by counsel mandatory.

 

2201006 ESTATE OF MARTIN GUZMAN MAGANA

Discharge Review Hearing:

  • Need Receipt for Final Distribution.
  • Need Ex Parte Petition for Final Discharge and Order submitted for signature.

Appearance by counsel mandatory.

 

PR18000009 ESTATE OF KENNETH LEROY SNARR

Petition for Order Setting Aside Probate Homestead continued from 03/27/19, 04/17/19 and 05/17/19.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

PR19000542 MATTER OF THE BERNHARD G. ROTH SEPARATE PROPERTY TRUST

Petition for Order Confirming that Real Property is an Asset of the Bernhard G. Roth Separate Property Trust Dated March 24, 2004 and Directing Transfer of Assets.

Recommended for approval. 

Court will sign order, appearance not required.

 

MONDAY, JULY 22, 2019

 

Department 22

3:00 p.m.

 

2201079 MATTER OF THORNTON AND HELEN SNIDER TRUST

Settlement Conference continued from 05/20/19 and 06/17/19:

  • Re:  Petition to Confirm Validity of Trust and to Impose Trust filed 06/05/17, and Objection to Distribution of Undetermined Trust Assets filed 05/15/19.

Trustee, Kevin Berger, represented by attorney Lawrence C. Beaver (formerly by Ronald L. Hillberg).

Objector, Carol Blumenstein, pro per 

Appearances mandatory.

Last updated: July 15, 2019 3:29 PM