December 11, 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. 

MONDAY, DECEMBER 10, 2018

 

2201311 ESTATE OF GWENDOLYN REYNOLDS

Inventory Review Hearing continued from 11/05/18,

Recommend continuance to 03/22/19 to allow time for litigation to be completed.

Settlement Conference.

  • Court Trial set for hearing on 01/23/19.

Appearance mandatory.

 

TUESDAY, DECEMBER 11, 2018

 

445477 MATTER OF DONNA JEANET BROWN 2002 REVOCABLE LIVING TRUST 

Petition for Removal of Trustee, Accounting of Trust Assets and the Appointment of Successor Trustee continued from 08/02/17, 10/03/17, 11/29/17, 01/31/18, 04/20/18 and 09/18/18.

No documents filed since prior hearings.  Prior notes remain:

  • Need Notice of Hearing (mandatory Judicial Council form DE-120) giving at least a 30-day notice to all persons named in trust.

Appearance by petitioner (pro per) not required.

 

2200529 ESTATE OF MARGARITA A. RODRIGUEZ

Discharge Review Hearing continued from 04/20/18 and 09/18/18:

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

Appearance by counsel mandatory.

 

2200611 ESTATE OF ALFREDO DEFARIA PEREIRA

Discharge Review Hearing continued from 08/21/18 and 09/25/18:

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

Appearance by counsel mandatory.

 

2200737 ESTATE OF HENRY JOSEPH HARMON

Inventory Review Hearing continued from 05/03/17, 08/02/17, 12/21/17, 01/12/18 and 09/13/18:

  • No Inventory and Appraisal on file.

Account Review Hearing continued from 12/21/17, 01/12/18 and 09/13/18:

Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory.

 

2201232 ESTATE OF RICHARD PROUTY

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

Recommend Discharge Review Hearing 07/11/19.

Court will sign submitted order, appearance not required.

 

2201364 ESTATE OF EMANUEL MALEK

Amended Petition for Distribution on Waiver of Account continued from 10/16/18 recommended for approval.

Recommend Discharge Review Hairng 07/11/19.

Court will sign submitted order, appearance not required.

 

2201369 ESTATE OF HELEN RITA MOORE

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

Recommend Discharge Review Hearing.

Court will sign submitted order, appearance not required.

 

PR18000237 MATTER OF JOHN D. RAMOS

Related Case No. PR18000238.

Petition to Determine Succession to Real Property continued from 08/14/18.

No documents filed since prior hearing.  Prior notes remain:

  • Need explanation for filing both Petition to Determine Succession to Real Property and Petition for Letters of Administration.
  • Need Inventory and Appraisal (Attachment 8).
  • Need copy of deed showing current title to real property.
  • Need Attachment 11 (list of assets, including real property description, not copies of statements).
  • Need Attachment 13 (need percentage added).
  • Need Attachment 14.
  • Need Notice of Hearing with proof of service to Department of Health Services.
  • Need Order.

Appearance by petitioner (pro per) mandatory.

 

PR18000238 ESTATE OF JOHN D. RAMOS

Related Case No. PR18000237.

Amended Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 06/11/19.

Court will sign submitted order, appearance not required.

 

PR18000314 ESTATE OF DIANE FRANCIS BELLO

Related Case No. PR18000332.

Amended Petition for Probate of Lost Will and for Letters Testamentary filed by attorney Benjamin D. Rowe on behalf of decedent’s son:

  • Need copy of Lost Will to proceed with this matter.

Objection filed by attorney Eurik O’Bryant on behalf of decedent’s daughter.

  • Need proof of service to Andon Rogers (notice must go to both petitioner and attorney for petitioner).

Competing Petition for Letters of Administration filed by attorney Eurik O’Bryant on behalf of decedent’s daughter Related Case No. PR18000332.

Recommend continuance to 02/27/19 to allow time for litigation to be completed.

Appearance by counsel not required.

 

PR18000597 ESTATE OF DAVID R. BONILLA

Related Case No. PR18000302.

Petition for Letters of Administration:

Letters of Administration issued to daughter of decedent in Case No. PR18000302 with Inventory Review Hearing set for 03/12/19.

Attorney Paul Echols will appear and requst this matter be dismissed.

Appearance by counsel mandatory.

 

PR18000614 MATTER OF ROBERT ROHSLAN JR SPECIAL NEEDS TRUST

Petition for Order Establishing Special Needs Trust; for Authority to Invest in Mutual Funds and U.S. Government Bonds with Maturity Dates Later than Five Years, and for Attorney Fees recommended for approval.

Recommend Account Review Hearing 03/11/20.

Court will sign submitted order, appearance not required.

 

PR18000615 MATTER OF ALICE ROHSLAN SPECIAL NEEDS TRUST

Petition for Order Establishing Special Needs Trust; for Authority to Invest in Mutual Funds and U.S. Government Bonds with Maturity Dates Later than Five Years, and for Attorney Fees recommended for approval.

Recommend Account Review Hearing 03/11/20.

Court will sign submitted order, appearance not required.

 

WEDNESDAY, DECEMBER 12, 2018

 

444359 MATTER OF DODORHTY E. LARIMER REVOCABLE TRUST OF 2002 

Account Review Hearing. 

Recommend confirm 01/31/19 hearing on Fourth Account and Report of Trustee and Petition for its Approval and for Termination of the Trust. 

Appearance by counsel not required.

 

445370 ESTATE OF MARY F. VAUGHN

Account Review Hearing continued from 09/16/17 and 09/26/18: 

  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory.

 

2201179 ESTATE OF ALEJANDRO TEVES 

Account Review Hearing continued from 09/25/18. 

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

Court file review not yet complete.  Please recheck website.

 

2201432 ESTATE OF JUNE CARGILL 

Petition for Final Distribution on Waiver of Account. 

Need Property Tax Certificate. 

Court file review not yet complete.  Please recheck website.

 

2201468 ESTATE OF CAROLYN STANION 

Inventory Review Hearing. 

Final Inventory and Appraisal on file.

Recommend confirm 01/22/19 hearing on First and Final Account and Report and Petition for Distribution. 

Appearance by counsel not required.

 

PR18000052 ESTATE OF MARIA AGUINIGA MARTINEZ 

Inventory Review Hearing. 

Final Inventory and Appraisal on file. 

Recommend Account Review Hearing 06/19/19. 

Appearance by personal representative (pro per) not required.

 

PR18000060 ESTATE OF CLAIR LEO ROBIDEAUX 

Inventory Review Hearing. 

Final Inventory and Appraisal on file.

Petition for Final Distribution on Waiver of Account. 

Court file review not yet complete.  Please recheck website.

 

PR18000503 ESTATE OF STEPHEN AUSTIN CAIN

Petition for Letters of Administration continued from 10/10/18 recommended for approval. 

Recommend Inventory Review Hearing 06/12/19. 

Court will sign submitted order, appearance not required.

 

PR18000603 ESTATE OF PHILIP ROSS FEEBECK 

Petition for Letters of Administration recommended for approval. 

Recommend Inventory Review Hearing 06/12/19. 

Court will sign submitted order, appearance not required.

 

PR18000607 MATTER OF ANNA FYFFE

Spousal Property Petition: 

  • Need clarification as item 4c marks intestate while item 10 gives name and address of person named as executor in decedent’s Will.
  • Need copy of deed showing current title. 
  • Need proof of mailing to Department of Health Services. 

Recommend continuance to 01/23/19 to allow time to cure defects. 

Appearance by petitioner (pro per) not required.

 

PR18000617 ESTATE OF ANDREW D. CASTANEDA 

Petition for Probate of Will and for Letters Testamentary: 

  • Item 8 omits Ken Martin. 
  • Item 8 omits date of death for predeceased son. 
  • Need “Family Tree”. 
  • Item 2 of Duties and Liabilities of Personal Representative omits telephone number. 
  • Need proof of service to Mike Castaneda. 

Recommend continuance to 01/23/19 to allow time to cure defects. 

Appearance by petitioner (pro per) not required.

 

PR18000626 MATTER OF TUFFENKJIAN-MIRABELLA TRUST 

Petition for Order Confirming Settlor and Original Trustee, Confirming Successor Trustee and Confirming Trust Assets.  

Recommended for approval. 

Court will sign submitted order, appearance not required.

Last updated: December 07, 2018 2:08 PM