June 20, 2018

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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.  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. 

 

WEDNESDAY, JUNE 20, 2018

 

444630 MATTER OF BRANT P. WILLIAMS SPECIAL NEEDS TRUST

Account Review Hearing continued from 05/09/18.

Fifth Account and Report of Trustee and Petition for its Confirmation and Approval, to Approve Sale of Real Property, and for Trustee’s and Attorney’s Fees recommended for approval.

Recommend Account Review Hearing 05/01/19.

Court will sign submitted order, appearance not required.

 

2200625 ESTATE OF TONY ALLEN BECKER

Account Review Hearing continued from 10/06/17, 11/16/17 and 05/16/18.

Recommend confirm 08/09/18 hearing on Petition for Final Distribution on Waiver Account.

Appearance by counsel not required.

 

2200943 ESTATE OF MARIA REFUGIO HERNANDEZ

Account Review Hearing continued from 04/04/18 and 05/23/18.

Recommend confirm 07/10/18 hearing on PrC§12200 Report as to Status of Estate.

Appearance by counsel not required.

 

2201054 ESTATE OF JAMES ALLEN FREDRICKSON

Account Review Hearing.

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

Recommend Discharge Review Hearing 01/17/19.

Court will sign submitted order, appearance not required.

 

2201171 MATTER OF WANDA CARY TRUST

Status Review Hearing continued from 03/20/18.

Petition for Removal of Co-Trustees, etc., continued from 09/29/17, 11/02/17, 12/01/17, 01/09/18 and 03/20/18.

  • Need status of trust administration.

Appearances by counsel mandatory.

 

2201314 ESTATE OF LAUREY FILLMAN

Petition for Final Distribution on Waiver of Accounting recommended for approval.

Recommend Discharge Review Hearing 01/18/19.

Court will sign submitted order, appearance not required.

 

2201399 MATTER OF CAMERON DOOLEY SPECIAL NEEDS TRUST

Status Review Hearing.

  • Need proof of blocked account.

Appearance by counsel mandatory.

 

2201405 ESTATE OF KATHERINE V. McKINNIS

Petition for Probate of Will and for Letters Testamentary continued from 03/14/18, 04/04/18 and 05/23/18:

  • Item 1 of the petition omits name of newspaper.
  • Item 8 of petition does not list names exactly as they appear in Will.
  • Notice of Petition to Administer Estate does not mark box 5 requesting authority to administer under the Independent Administration of Estates Act.
  • Notice of Petition to Administer Estate defective as only gives 14-day notice instead of the required 15-day notice.
  • Need Letters Testamentary signed by petitioner.

Recommend continuance to 08/15/18 to allow time to cure defects.

Appearance by petitioner (pro per) not required.

 

PR-18-000050 MATTER OF KEITH BOYCE

Spousal Property Petition.

Recommend continuance to 08/15/18 to allow time to cure defects.

Appearance by counsel not required.

 

PR-18-000060 ESTATE OF CLAIR LEO ROBIDEAUX

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 12/12/18.

Court will sign submitted order, appearance not required.

 

PR-18-000063 MATTER OF JANICE MARIE FARINELLI

Spousal Property Petition:

  • Need copy of deed showing current title to real property. 
  • Need proof of notice to Department of Health Services.

Recommend continuance to 08/15/18 to allow time to cure defects.

Appearance by counsel not required.

 

THURSDAY, JUNE 21, 2018

 

388580 MATTER OF JEREMY MILLER 2006 SPECIAL NEEDS TRUST

Account Review Hearing.

Fourth Account and Report of Trustee and Petition for Attorney’s Fees and Costs recommended for approval.

Recommend Account Review Hearing 06/18/20.

Court will sign submitted order, appearance not required.

 

2200645 ESTATE OF JASWINDER SINGH

Amended Petition for Final Distribution on Waiver of Account continued from 11/29/17, 01/30/18, 04/05/18 and 05/31/18:

Supplement to First and Final Account and Report and Petition for Final Distribution.

  • Need revised Order.

Objection on file.

Possible Long Cuase Matter.

Submitted to Judge for determination.

Appearance by counsel mandatory.

 

2200646 ESTATE OF BERENISE JIENEZ GONZALEZ 

Account Review Hearing continued from 01/23/18:

  • Need Petition for Final Distribution. 

Appearance by counsel mandatory.

 

2200687 ESTATE OF JOHN J. HOLLENBACK JR 

Account Review Hearing continued from 11/15/17, 12/21/17 and 03/21/18. 

Petition for Final Distribution on Waiver of Account:

  • Need Property Tax Certificate as box not checked on Final Inventory and Appraisal.
  • Need language that Final Inventory and Appraisal filed on May 22, 2017 replaced the prior Partial and Supplemental Inventory and Appraisals. 

Recommend continuance to 08/09/18 to allow time to cure defects. 

Appearance by counsel not required.

 

2201027 ESTATE OF JOANNE MARIE LECA 

Account Review Hearing. 

Recommend confirm 07/03/18 hearing on Petition for Final Distribution on Waiver of Account. 

Appearance by counsel not required.

 

2201057 ESTATE OF ENRIQUE PERALTA

Account Review Hearing.

Petition for Final Distribution on Waiver of Account:

  • Need Property Tax Certificate as box not checked on Final Inventory and Appraisal.
  • Need language re interest bearing account (PrC§1064a5; 9652).
  • Need Order.

Recommend continuance to 08/09/18 to allow time to cure defects.

Appearance by counsel not required.

 

2201229 MATTER OF ALFRED F AND MUREIEL C. BRENNAN TRUST

Petition to Compel Trustees to Report and Account continued from 11/02/17 and 12/15/17, 02/28/18 and 03/21/18:  

  • Need status re settlement.

Appearance by counsel mandatory.

 

2201233 ESTATE OF CLARENCE DeGRAFF

Account Review Hearing.

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

Recommend Discharge Review Hearing 01/22/19.

Court will sign submitted order, appearance not required.

 

2201294 ESTATE OF CHRISTOPHER LEGASPI

Inventory Review Hearing. 

Final Inventory and Appraisal on file. 

  • Need Property Tax Certificate as box not marked in caption of Inventory and Appraisal. 

Recommend Account Review Hearing 12/14/18.

Appearance by counsel not required.

 

2201301 ESTATE OF LINDA KAY LESTER 

Inventory Review Hearing. 

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 01/09/19. 

Appearance by counsel not required.

 

2201479 ESTATE OF HAROLD WATSON 

Amended Petition for Letters of Administration continued from 05/11/18 recommended for approval.

Recommend Inventory Review Hearing 12/13/18.

Court will sign submitted order, appearance not required.

 

2201507 ESTATE OF LORAN GEORGE BURBANK

  • Amended Petition for Probate of Will and for Letters of Administration with Will Annexed: 
  • Need Notice of Petition to Administer Estate for Amended Petition. 
  • Need Proof of Publication for Amended Petition. 

Appearance by counsel mandatory. 

 

PR-18000022 ESTATE OF JOAN BEESON SANGSTER 

Petition for Letters of Administration recommended for approval with bond in amount of $240,000.00. 

Recommend Inventory Review Hearing 12/13/18. 

Court will sign submitted order, appearance not required.

 

FRIDAY, JUNE 22, 2018

 

112813 ESTATE OF SARAH H. WITHERBY

Petition to Terminate Trusts of Elizabeth Phillips and Bradley Phillips and Distribute Property that Remains Into the Trust of Julianne Phillips, and to Reduce Bond Accordingly continued from 11/16/17, 02/21/18 and 04/13/18 and 05/25/18:

No documents filed since prior hearing.  Prior notes remain:

  • Need withdrawal from Bradley Phillips.
  • Need explanation re paragraph 3 in proposed Order.

Appearance by counsel mandatory.

 

316787 ESTATE OF HENRY PHILLIP GONI

Order to Show Cause in re Contempt as to why the Court should not impose sanctions for failure to appear continued from 05/23/18.

  • No Supplemental Accounting in the correct format on file.

Court orders Josephine Barbara Anderson to be present in Court on June 22, 2018 at 8:30 a.m. in Department 22.

Appearance by counsel mandatory.

 

2200174 MATTER OF VERA MARGARETTE HENLINE TRUST

Order to Show Cause in re Contempt.

  • No Accounting on file.

Court orders Robert E. Henline to be present in Court on June 22, 2018 at 8:30 a.m. in Department 22.

Appearance by counsel.

 

2200751 MATTER OF JOSEPH ISAAC & SARA ISAAC 2006 REVOCABLE TRUST

Status Review Hearing continued from 04/13/18 and 05/25/18.

  • Need status re request for dismissal of this matter.

Appearance by counsel mandatory.

 

2201090 ESTATE OF EDNA M. INGRAHAM

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

Recommend Discharge Review Hearing 01/23/19.

Court will sign submitted order, appearance not required.

 

2201188 ESTATE OF FRANK E. SORRENTINO

Petition for Final Distribution on Waiver of Accounting recommended for approval.

Recommend Discharge Review Hearing 01/23/19.

Court will sign submitted order, appearance not required.

 

2201201 ESTATE OF JENNIE GILMORE

Inventory Review Hearing.

  • Letters issued 12/28/17.  Inventory and Appraisal due 04/28/18.

Recommend continuance to 08/17/18 to allow time to file Final Inventory and Appraisal pursuant to Status Report on file.

Appearance by personal representative (pro per) not required.

 

2201260 ESTATE OF DONALD COLOMBUS SMITH

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 01/02/19.

Appearance by counsel not required.

 

2201283 MATTER OF THOMAS LEON TROMBETTA 2005 TRUST

Court’s Own Motion for Status Review Hearing.

Account Review Hearing continued from 04/04/18.

First and Final Report and Account of Former Trustee on file.

Objection on file.

Appearance by counsel mandatory.

 

2201290 ESTATE OF NATALIE DOEHNE

Inventory Review Hearing.

Final Inventory and Appraisal on file.

  • Need Property Tax Certificate as box not marked in caption of Inventory and Appraisal.

Recommend Account Review Hearing 01/02/19.

Appearance by counsel not required.

 

2201298 ESTATE OF JUDY K. SOUZA

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 01/04/19.

Appearance by counsel not required.

 

2201300 ESTATE OF VALERIE BERGARA ESPINOZA

Inventory Review Hearing.

Final Inventory and Appraisal on file.

  • Need Property Tax Certificate as box not marked in caption of Inventory and Appraisal.

Recommend Account Review Hearing 01/02/19.                          

Appearance by counsel not required.

 

2201511 ESTATE OF ANTHONY PAUL VALADEZ

Petition for Letters of Administration continued from 05/24/18.

Recommend confirmation of 08/15/18 hearing on First Amended Petition for Letters of Administration.

Appearance by petitioner (pro per) not required.

 

PR-18000043 MATTER OF JOSE LUIS VAZQUEZ

Spousal Property Petition continued from 06/08/18.

No documents filed since prior hearing.  Prior notes remain:

  • Item 1b of petition omitted.
  • Item 4c of petition omitted.
  • Item 9 of petition did not need to include siblings of the decedent.
  • Need copy of deed showing current title to real property.
  • Need Notice of Hearing.
  • Need proof of notice to Department of Health Services.
  • Need Spousal Property Order fully completed along with attachments 5a and 7a.

Appearance by petitioner (pro per) mandatory.

 

MONDAY, JUNE 25, 2018

No probate matters scheduled.

Last updated: June 19, 2018 2:19 PM