December 3, 2020

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Probate Notes

 Questions regarding fees, forms or status of orders should be directed to the Probate Unit of The Superior Court of California, County of Stanislaus Clerk's Office at 209-530-3100 opt 6/opt 4 between the hours of 8:15 a.m. -  3:00 p.m., Monday - Friday.

Probate Examiner, Nina Wendt, may be reached at nina.wendt@stanct.org.  Telephone calls can be directed to the Probate Unit as set forth above.

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 must 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 on the Fourth floor.

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, DECEMBER 1, 2020

Department 21

9:30 a.m.

 

445230 ESTATE OF LONNIE LAMONT ASHLOCK

Court Trial.

Appearances mandatory in person.

 

Department 22

8:30 a.m.

 

334534 ESTATE OF JUTIN R. WOOD

PrC§12200 Status Report of Administration:

  • Need Notice of Hearing.

Appearance by counsel mandatory by VCourt.

Recommend confirm Account Review Hearing 02/10/21.

 

444867 MATTER OF JOEL DOUGLAS RADUECHEL SPECIAL NEEDS TRUST

Account Review Hearing.

Recommend confirm 03/04/21 hearing on Fourth Account and Report of Trustee.

Appearance by counsel not required.

 

2200904 ESTATE OF JOSE MARIO RAMIREZ JR.

Order to Show Cause continued from 10/07/20:

  • Re:  Possible additional $300.00 sanctions for failure to appear at prior hearing.

Amended First and Final Account and Report and Petition for Final Distribution continued from 12/19/19, 02/20/20, 06/04/20, 06/24/20, 07/30/20 and 10/07/20.

No documents filed since prior hearings.  Prior notes remain:

  • Need Property Tax Certificate form completed and filed as box not marked in Inventory and Appraisal.
  • Need required language re inventory and Appraisal.
  • Page 3, line 22, of petition gives no total.
  • Page 4, paragraph 14, is incorrect as there is a large amount of money.
  • Need Schedule of loss as real property appraised at $400,000.00 and sold for $333,000.00.
  • Need recalculation of statutory fees.
  • Payment made to Legal Document Assistance without court order in amount of $990.00.  Need explanation as to why this amount should not be deducted from attorney’s fees.
  • Need Notice of Hearing on Amended Petition.

Appearance by counsel ordered and mandatory by VCourt.

 

PR-18-000028 ESTATE OF PETRA JIMENEZ

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

  • Need additional information with re to reimbursement and payment to personal representative.
  • Need real property description.
  • Need revised Order.

Recommend continuance to 02/03/21 to allow time to cure defects.

Appearance by personal representative (pro per) not required.

 

PR-18-000120 ESTATE OF MARTHA JANE CANDELARIA

Account Review Hearing continued from 08/11/20 and 10/21/20:

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

Motion to Be Relieved as Counsel:

See Tentative Ruling. 

 

PR-19-000375 ESTATE OF DAN ALAN HICKS

First and Final Account and Report and Petition for Final Distribution continued from 10/22/20.

Recommend confirm 12/29/20 hearing on Amended First and Final Account and Report and Petition for Final Distribution.

Appearance by counsel not required.

 

PR-19-000868 ESTATE OF WALLACE W. PRAHSER

Account Review Hearing.

Petition for Final Distribution on Waiver of Account continued from 10/28/20 recommended for approval.

Recommend Discharge Review Hearing 06/02/21.

Court will sign submitted order, appearance not required.

 

PR-19-000954 ESTATE OF JOSE ARCOS MONDRAGON

Inventory Review Hearing continued from 05/01/20:

  • Partial No. 1 Inventory and Appraisal on file.
  • Need Final Inventory and Appraisal.

Recommend continuance to 01/06/21 as requested by attorney.

Appearance by counsel not required.

 

PR-20-000581 ESTATE OF ALICE DARLENE LABATTE

Related Case No. PR-20-000674 (competing petition).

Petition for Probate of Will and for Letters Testamentary continued from 09/30/20 and 10/22/20.

No documents filed since prior hearing.  Prior notes remain:

  • Need Proof of Subscribing Witness as Will not self-proving.
  • Caption omits marking the box requesting Authorization to Administer Under the Independent Administration of Estates Act.
  • Item 1 of petition omits name of newspaper.
  • Item 2b of petition omits name.
  • 5a(3) or (4) of petition omitted.
  • 5a(7) or (8) of petition omitted.
  • 5(b) of petition omitted.
  • Item 8 of petition does not list all persons named in Will.
  • Item 8 of petition does list names exactly as they appear in Will.
  • Need Declarations of Due Diligence re unknown addresses.
  • Need Duties and Liabilities of Personal Representative.
  • Need Notice to Petition to Administer Estate.
  • Need Proof of Publication.
  • Need Order.
  • Need Letters with original signature.

Appearance by petitioner (pro per) mandatory by VCourt.

 

PR-20-000623 ESTATE OF ROLAND ROBERTSON

Related Case No. PR-20-000018.

Petition for Appointment of Letters of Administration:

Petition for An Order Authorizing the Special Administrator to Execute and File a Disclaimer of Interest; for Request to Dismiss Probate Petition After disclaimer is filed for the Estate of Roland Robertson.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

PR-20-000625 MATTER OF JOHN & BERNICE HOMEN TRUST

Petition for Order Confirming Trust Assets continued from 10/15/20:

  • Need copy of recorded Affidavit Termination of Joint Tenancy.
  • Need Order.

Appearance by counsel mandatory by VCourt.

 

PR-20 -000674 ESTATE OF ALICE D. LABETTE

Related Case No. PR-20-000581 (competing petition).

Petition for Letters of Administration continued from 10/22/20

  • No technical defects.

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-20-000675 MATTER OF IRINIA LORETTA TURNER REVOCABLE TRUST

Petition for Ascertaining Beneficiaries and Determining to Whom Property Shall Pass or be Delivered Upon Final or Partial Termination of the Trust; for a Reasonable Compensation for the Administration of the Trust continued from 10/25/20.

  • Need value fo assets on hand for distribution.
  • Need specific request for reasonable trustee fees.

Recommend continued to 01/06/21 t allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000724 MATTER OF YOTSUYA FAMILY TRUST

Petition to Confirm Ownership of Personal Property:

  • Need additional supporting points and authorities re Hegstad petition.
  • Need copy of Pour-Over Will.
  • Need supporting documents showing clerical error in transfer of account.

Recommend continuance to 01/06/21 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000756 ESTATE OF ROBERT TILDEN HARRIS JR.

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

Recommend Inventory Review Hearing 06/02/21.

Court will sign submitted Order, appearance not required.

 

PR-20-000778 ESTATE OF CHARLES WARD COX

Petition for Probate of Will and for Letters Testamentary:

  • Need Proof of Subscribing Witness as Will not self-proving.
  • Item 8 of petition does not list all relationships.
  • Item 2 of Duties and Liabilities of Personal Representative omits telephone number.
  • Notice of Petition to Administer Estate Proof of Service by Mail defective asd signature of John Welch not dated.
  • Proof of Publication from The Modesto Bee defetive as it does not requiest the decedent's will and codicils, if any, to be admitted to probate.

Recommend continuance to 01/06/21 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000786 ESTATE OF ISABEL YALLI

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 06/02/21.

Court will sign submitted order, appearance not required.

 

Department 23

8:30 a.m.

 

PR20000177 MATTER OF ARSENIO FAMILY TRUST 

Motion to Quash Subpoena or Alternatively Motion for Protective Order/Subpoenaed Records Received. 

See Tentative Ruling.

 

WEDNESDAY, DECEMBER 2, 2020

Department 22

8:30 a.m.

 

444857 MATTER OF KATHERINE O’KEEFE SPECIAL NEEDS TRUST

Account Review Hearing continued from 06/10/20, 08/25/20 and 10/27/20.

  • Need Eighth Account and Report of Successor Trustees.

Appearance by counsel mandatory by VCourt.

 

445641 ESTATE OF LORENA ESTELLE SMOKE

Related Case No. PR20000149.

Account Review Hearing continued from 05/29/19, 12/18/20, 02/26/20, 08/20/20 and 10/21/20.

No documents filed since prior hearing.  Prior notes remain:

  • Need Petition for Final Distribution.
  • Need Successor Administrator.

Recommend continuance to 01/07/21 as requested by attorney.

Appearance by counsel not required.

 

2200342 MATTER OF VELMA L. BRISTOW TESTAMENTARY TRUST

Petitioner's Second Account and Report, Request for Approval and Confirmation of Attorney Fees Paid, Request for Allowance of Attorney Fees and Trustee Fees:

  • Need Notice of Hearing.
  • Need Order (next Account Review Hearing 12/08/21).

Recommend continuance to 01/12/21 to allow time to cure defects.

Appearance by cfounsel not required.

 

2201245 ESTATE OF LORRAINE GEHEGAN

PrC§12200 Status Report of Administration continued from 10/28/20.

Recommend confirm 01/28/21 hearing on Petition for Final Distribution on Waiver of Account.

Appearance by counsel not required.

 

2201405 ESTATE OF KATHERINE V. McKINNIS

Petition for Final Distribution on Waiver of Account continued from 04/21/20, 07/01/20, 08/26/20 and 10/27/20:

  • Need Waivers of Accounting with notarized signatures by all beneficiaries.
  • Need Order listing assets on hand for distribution before distribution is outlined (i.e., bank account, personal property) and including omnibus clause.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by personal representatives (pro per) not required.

 

2201498 ESTATE OF IRA DAWEN PARKS

Discharge Review Hearing vacated.

 

PR-18-000291 ESTATE OF CYNTHIA D. PALOMINO

Account Review Hearing continued from 12/10/19, 06/03/20 and 08/2720.

PrC§12200 Status Report of Administration.

Recommend continuance to 06/02/21 as requested to allow time for tax returns to be completed.

Appearance by counsel not required.

 

PR-19-000575 ESTATE OF CYNTHIA WIESEL

Inventory Review Hearing continued from 01/09/20, 02/27/20, 04/30/20, 07/16/20 and 10/07/20.

  • Letters issued 07/09/19.  Inventory and Appraisal due 11/09/19.
  • Need Final Inventory and Appraisal.

Motion to Be Relieved as Counsel.

See Tentative Ruling.

 

PR-19-000810 ESTATE OF JACQUELINE ANN DILLON

PrC§12200 Status Report of Administration.

Recommend continuance to 04/13/21 as requested by attorney.

Appearance by counsel not required.

 

PR-19-001035 ESTATE OF KATHLEEN ELEANOR WESLEY

Account Review Hearing.

Recommend confirm 02/17/21 hearing on First and Final Account and Report and Petition for Final Distribution.

Appearance by counsel not required.

 

PR-19-001274 ESTATE OF MARC DORVILIAS

Petition for Final Distribution on Waiver of Account continued from 10/27/20 recommended for approval.

Recommend Discharge Review Hearing 06/02/21.

Court will sign submitted order, appearance not required.

 

PR-20-000149 ESTATE OF LORENA ESTELLE SMOKE

Related Case No. 445641.

Account Review Hearing:

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

Recommend continuance to 01/07/21 as requested by attorney.

Appearance by counsel not required.

 

PR-20-000302 ESTATE OF HAROLD DANIEL CARR

Account Review Hearing:

Final Inventory and Appraisal on file.

  • Need Petition for Final Disttibutuion or PrC§12200 Status Report of Administrwtion.

Appearance by counsel mandatory by VCourt.

 

PR-20-000690 ESTATE OF VERNON RAY WALLWEBER

Petition for Letters of Administration (with bond):

  • Item 3c of petition omits county.
  • Item 3g(2)(c) of petition omitted.
  • Need Order.
  • Need Letters.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000780 ESTATE OF DOROTHY BABBIDGE MOORE

Petition for Letters of Administration:

  • May require minimum $20,000 bond for out-of-state personal representative (Waivers on file).
  • Item 4 of petition incorrectly marked as there is no Will.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000781 MATTER OF NEYEN KHATRI

Spousal Property Petition.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

PR-20-000782 MATTER OF LUCILLE R. NAVARRO

Spousal Property Petition:

  • Item 9 of petition omits relationships.
  • Need copies of deeds showing current title.
  • Need  proof of service to Department of Health Services.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

THURSDAY, DECEMBER 3, 2020

Department 22

8:30 a.m.

 

PR-18-000413 ESTATE OF MOYA ARLENE PALMA

Discharge Review Hearing:

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

Appearance by counsel mandatory by VCourt.

 

PR-18-000826 MATTER OF JOAN CUNNINGHAM LIVING TRUST

Status Review Hearing continued from 01/09/20 and 08/25/20:

  • Re:  Petition to Determine Validity of Purported Trust and to Impose Constructive Trust; to Compel Trustee; to Return Property to the Estate; for Cancellation of Deed; to Charge Respondent With Breach of Fiduciary Duty, With Elder or Dependent Adult Financial Abuse, and With Wrongful Taking and for Exemplary Damages and Attorney Fees and Costs continued from 02/07/19, 03/08/19, 05/08/19, 07/10/19, 09/05/19, 10/17/19, 01/09/20 and 08/25/20:
  • Objection on file.

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-19-000019 ESTATE OF SHARON YONAN

PrC§12200 Status Report of Administration continued from 06/04/20:

  • Need status re sale of real property.

Appearance by counsel mandatory by VCourt.

 

PR-19-000044 ESTATE OF PATRICIA ANN FERNANDEZ

PrC§12200 Status Report of Administration continued from 06/04/20:

  • Need status re Department of Health Services Claim.

Appearance by counsel mandatory by VCourt.

 

PR-19-000428 ESTATE OF JAMES J. FERNANDES

Discharge Review Hearing:

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

Appearance by counsel mandatory by VCourt.

 

PR-19-000432 ESTATE OF PATRICIA ANN MEUNIER 

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

  • Accounting schedules need to include date, payee, explanation and charge..

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-19-000555 ESTATE OF DAVID ALLEN ROSE

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

Recommend Discharge Review Hearing 06/03/21.

Court will sign submitted order, appearance not required.

  

PR-19-001184 ESTATE OF TRENT FREDERICK JOHNSON

Inventory Review Hearing:

  • Letters issued 06/05/20.  Inventory and Appraisal due 10/05/20.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory by VCourt.

 

PR-20-000172 ESTATE OF OWEN C. ENSELE

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/21.

Appearance by counsel not required.

 

PR-20-000335 ESTATE OF CHRI A. BRADLEY

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/21.

Appearance by counsel not required.

 

PR-20-000344 ESTATE OF MICHAEL EDWARD DUCEY

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/21.

Appearance by counsel not required.

 

PR-20-000353 ESTATE OF MARIA S. AGUIAR

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/21.

Appearance by counsel not required.

 

PR-20-000609 ESTATE OF JORGE ALEJO DEL RIO

Status Review Hearing.

Recommend confirm Inventory Review Hearing 04/13/21.

Appearance by counsel not required.

 

PR-20-000662 ESTATE OF BENITO PESINA GONZALEZ III

Petition for Letters of Administration continued from 11/03/20 recommended for approval.

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000686 ESTATE OF JEFFREY DEWAIN ROY

Petition for Probate of Lost Will and for Letters Testamentary continued from 10/28/20 recommended for approval.

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000755 MATTER OF REBAGLIATI FAMILY TRUST

Petition for Order Directing that Assets Be Transferred Into Revocable Trust.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

PR-20-000871 ESTATE OF OFELIA ALEJO DEL RIO

Petition for Probate of Lost Will and for Letters of Administration with Will Annexed recommended for approval (with $200,000 bond).

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000931 ESTATE OF MICHAEL NEELEY

Petition for Letters of Administration (with limited authority and $20,000 bond) recommended for approval.

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

Need Letters.

 

PR-20-000948 MATTER OF GRIECELDA ALANIZ

Petition for Order Authorizing Particular Transaction and for Creation of Final Power of Attorney for Incapacitated Spouse (PrC§3101 and PrC§17200).

Submitted to Judge for determination.

Appearance by counsel mandtory by VCourt.

 

FRIDAY, DECEMBER 4, 2020 

No probate matters scheduled.

 

MONDAY, DECEMBER 7, 2020

Department 21

8:30 a.m.

 

2200192 MATTER OF DOROTHY R. JACKSON AND DONALD D. JACKSON IRREVOCABLE FAMILY TRUST

Settlement Conference continued from 09/28/20.

Appearances mandatory by VCourt.

 

TUESDAY, DECEMBER 8, 2020

Department 22

8:30 a.m.

 

2200857 ESTATE OF BERNICE D. ECKERSLEY

Discharge Review Hearing continued from 03/06/20, 05/08/20, 07/23/20 and 10/27/20.

No documents filed since prior hearings.  Prior notes remain:

  • Need copies of checks or Receipts on Distribution.

Appearance by counsel mandatory by VCourt.

 

2201037 ESTATE OF PETER K. BERRY

Order to Show Cause issued to Payton Elizabeth Wilson.

  • Re:  Possible $300.00 sanction for failure to appear.

Discharge Review Hearing continued from 08/25/20 and 10/27/20.

No documents filed since prior hearing.  Prior notes remain:

  • Need Receipt for Distribution.
  • Need Ex Parte Petition for Final Discharge and Order submitted for signature.
  • Need explanation re submitted Amended Order for Final Distribution (no Ex Parte Petition filed along with Amended Order).

Appearance by counsel mandatory and person representative ordered and mandatory by VCourt.

 

2201119 ESTATE OF JOHN YNIGUEZ GARCIA

Account Review Hearing continued from 11/13/19, 05/13/20, 07/28/20, 08/27/20, 09/29/20 and 10/29/20:

Court file review not yet complete.  Please recheck website.

 

2201273 ESTATE OF PAULINE MAE EDGA

PrC§12200 Status Report of Administration continued from 03/20/20:

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

Appearance by counsel mandatory by VCourt.

 

2201463 ESTATE OF JOSEPH ANTHONY SANDOVAL

Account Review Hearing continued from 01/08/20, 04/20/20, 06/11/20, 08/26/20 and 10/27/20.

No documents filed since prior hearings.  Prior notes remain:

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

Appearance by counsel mandatory by VCourt.

 

PR-18-000082 ESTATE OF STEPHEN F. MILES

Status Review Hearing continued from 09/10/20:

  • Need to reset Court Trial.

Appearance by counsel mandatory by CourtCall.

 

PR-18-00520 ESTATE OF MARIA CARMEN RUIZ VDA DE TELLEZ

Account Review Hearing:

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

Appearance by counsel mandatory by VCourt.

 

PR-18-000564 ESTATE OF MARILYN LEAH HOLLINGSWORTH

Account Review Hearing.

Recommend confirm 02/02/21 hearing on First and Final Account and Report and Petition for Final Distribution.

Appearance by counsel not required.

 

PR-18-000650 ESTATE OF JOELLA SARGENT

Account Review Hearing continued from 01/09/20, 06/11/20 and 10/28/20:

PrC§12200 Status Report of Administration continued from 01/09/20, 06/11/20 and 10/28/20:

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

Appearance by counsel mandatory by VCourt.

 

PR-19-000156 ESTATE OF WILLIAM OLIVER LOFTIS

PrC§12200 Status Report of Administration continued from 11/05/20.

Recommend continuance to 03/30/21 to allow time for Petition for Petition for Final Distribution to be completed and filed.

Appearance by counsel not required.

 

PR-19-000371 ESTATE OF MARGO SUZANNE BARELA

Amended Petition for Letters of Administration (do not file another amended petition) continued from 10/27/20.

No documents filed since prior hearing.  Prior notes remain:

  • Item 2b of petition omits name.
  • Item 2b(3) of petition omitted.
  • Item 3f(2) of petition needs explanation as it indicates there is a Will.
  • Item 3e(3) of petition omitted.
  • Item 3f(3) of petition inappropriately marked as no Will attached.
  • Item 3g(1)(d) of petition inappropriately marked as no Will attached.
  • Item 6 of petition inappropriately marked.
  • Item 7 of petition inappropriately marked.
  • Need Waivers of Bond by Heirs.
  • Need Notice of Petition for Administration of Estate.
  • Need explanation as to Notice of Hearing to Richard E. Yeager.
  • Need Duties and Liabilities of Personal Representative.
  • Need Proof of Publication.                                                                                                    
  • Need Order for Probate.
  • Need Letters of Administration with original signature.

Appearance by petitioner (pro per) mandatory by VCourt.

 

PR-19-000695 ESTATE OF ROSALINDA ISLAS

Related Case No. PR-20-000200.

Ancillary Petition for Letters of Administration recommended for approval with $240,000 bond continued from 08/29/19, 10/24/19, 12/13/19, 03/13/20, 04/03/20, 06/12/20, 08/26/20 and 10/27/20:

  • Objection on file.
  • Competing Petition for Letters of Administration filed under Related Case No. PR-20-000200.

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-19-000806 ESTATE OF CHRISTEN A. HANSON

Order to Show Cause to Carly Hanson.

  • Re:  Possible $300 sanction for failure to appear.

Petition for Letters of Administration continued from 09/12/19, 10/17/19, 12/05/19, 02/20/20 and 06/04/20 and 10/29/20.

No documents filed since prior hearings.  Prior notes remain:

  • Item 2b of petition omits name.
  • Item 3e(1) of petition incorrectly marked as there is no Will.
  • Item 3e(2) of petition incorrectly marked as there is no Will.
  • Need Waivers of Heirs attached as Attachment 3e(3).
  • Item 8 of petition omits relationships.
  • Need Letters with original signature.

Appearance by counsel mandatory and personal representative ordered and mandatory by VCourt.

 

PR-19-001054 ESTATE OF HAROLD DAN WOODALL

Inventory Review Hearing continued from 06/10/20:

  • Letters issued 12/05/19.  Inventory and Appraisal due 04/05/20.
  • Need Final Inventory and Appraisal.
  • Need Petition for Final Distribution or PrC§12200 Status Report of Administration with Notice of Hearing pursuant to PrC§12201.

Appearance by counsel mandatory by VCourt.

 

PR-20-000062 ESTATE OF HECTOR NICOLAI ERIKSEN

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

Recommend vacate 03/04/21 Account Review Hearing.

Court file review not yet complete.  Please recheck website.

 

PR-20-000108 ESTATE OF DOLORIS D. O’DONNELL

Petition for Final Distribution on Waiver of Account. 

Court file review note yet complete.  Please recheck website.

 

PR-20-000174 MATTER OF JOSE JESUS VERA TRUST

Trust Contest and Petition for:  Determination of Invalidity of Trust; or in the Alternative to Reform the Trust Imposition of a Contractive Trust; Accounting; Elder Abuse; Breach of Fiduciary Duty; Double Damages; and Removal of Respondent as Successor to Estate continued from 07/02/20: and 10/29/20.

Submitted to Judge for determination.

Appearance by counsel mandatory by VCourt.

 

PR-20-000200 ESTATE OF ROSALINDA ISLAS

Related Case No. PR-19-000695 (competing petition).

Petition for Letters of Administration filed by petitioner (pro per) and attorney Claudine Sherron substituted in 03/12/20, 06/12/20, 08/26/20 and 10/27/20:

  • Need verification for Declaration signed by attorney along with proof of service.
  • Notice of Petition to Administer Estate defective as mailed c/o.  If the person to receive notice is represented by an attorney, notice should be mailed to the party and to his/her attorney per CRC7.51(b) and PC§1214.
  • Need Proof of Publication (Insertion Order filed, not Proof of Publication).

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-20-000313 ESTATE OF CARLOS J. PASILLAS

Petition for Letters of Administration continued from 06/23/2, 08/05/20, 08/27/20 and 10/27/20 recommended for approval.

Recommended Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000387 MATTER OF JOHN SUMMERS

Petition to Determine Succession to Real Property continued from 06/26/20, 08/28/20 and 10/27/20:

  • Objection on file.

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-20-000409 ESTATE OF FRANCES SHEILA HALLMEYER

Petition for Probate of Will and for Letters of Administration with Will Annexed continued from 08/04/20, 08/27/20 and 10/27/20 recommended for approval.

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000444 MATTER OF JOSEPH & GEORGANNA PARSONS TRUST

Amended Petition to 1. Object to First Account; 2. Remedy Breach of Trust; and 3. Determine Title to and Require Transfer of Personal Property to Bypass Trust continued from 10/28/20:

Law and Motion (Demurrer):

See Tentative Ruling.

 

PR-20-000678 ESTATE OF DENNIS F. GOUVEIA

Petition for Letters of Administration recommended for approval with $20,000 bond.

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000725 MATTER OF LAURA BLACKHART

Uncontested Petition for Authorization to Execute and Fund Revocable Trust (PrC§3100) continued from 11/05/20:

  • Need input/recommendation of Court Appointed Counsel, Joyce M. Gandelman, on behalf of incapacitated spouse.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000728 MATTER OF MEILY FAMILY TRUST

Petition for Order Confirming Trust Assets and Waiver of Bond.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

PR-20-000792 ESTATE OF CHARLES L. BROWN

Petition for Letters of Administration recommended for approval (with $310,000.00 bond).

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000793 ESTATE OF DEBRA JOAN MACHADO

Petition for Letters of Administration recommended for approval (with $350,000.00 bond).

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

PR-20-000806 MATTER OF ARNOLD LEEROY GRAY

Spousal Property Petition:

  • Item 10 of petition omitted.
  • Need copy of deed showing current title.
  • Need proof of notice to Department of Health Services.

Recommend continuance to 12/23/20 to allow time to cure defects.

Appearance by counsel not required.

 

PR-20-000808 ESTATE OF RONALD R. MARTEN

Petition for Probate and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 06/08/21.

Court will sign submitted order, appearance not required.

 

WEDNESDAY, DECEMBER 9, 2020

Department 22

8:30 a.m.

 

2201131 MATTER OF JUAN JUACHE SPECIAL NEEDS TRUST

Second Account and Report of Trustee.

Court file review not yet complete.  Please recheck website.

 

2201311 ESTATE OF GWENDOLYN REYNOLDS 

Related Case No. PR18000845 and PR1900039. 

Status Review Hearing continued from 05/21/20 and 10/07/20. 

Petition for Preliminary Distribution continued from 05/27/20 and 10/07/20. 

First and Final Account and Report and Petition for Final Distribution continued from 10/07/20. 

  • Objection on file. 

Possible Long Cause Matter. 

Appearance by counsel mandatory by VCourt.

 

PR-18-000116 ESTATE OF GUADALUPE A. OROZCO 

Related Case No. PR-18-000263. 

Account Review Hearing:

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

Appearance by counsel mandatory by VCourt.

 

PR-18-000116 ESTATE OF GUADALUPE A. OROZCO 

Related Case No. PR-18-000116. 

Status Review Hearing: 

  • Trailing PR-18-000116. 
  • Need Request for Dismissal.

Appearance by counsel mandatory by VCourt.

 

PR-18-000845 ESTATE OF GWENDOLYN REYNOLDS 

Related Case No. 2201311 and PR-19-00039. 

Status Review Hearing continued from 12/13/19, 05/21/20, 05/27/20 and 10/07/20: 

  • Trailing Related Case No. 2201311. 
  • Need Request for Dismissal. 

Appearance by counsel mandatory by VCourt.

 

PR-19-000039 ESTATE OF GWENDOLYN REYNOLDS 

Related Case No. 2201311 and PR-18-000845. 

Status Review Hearing continued from 12/13/19, 05/21/20, 05/27/20 and 10/07/20: 

  • Trailing Related Case No. 2201311. 
  • Request for Dismissal. 

Appearance by counsel mandatory by VCourt.

 

PR-19-000288 ESTATE OF ROBERT DANIEL HENDERSON 

Discharge Review Hearing: 

  • Need Receipts on Distribution. 
  • Need Ex Parte Petition for Final Discharge and Order submitted to Judge for signature. 

Appearance by counsel mandatory by VCourt.

 

PR-19-000547 ESTATE OF JAMES RANDALL VINYARD 

First and Final Account and Report and Petition for Final Distribution continued from 10/08/20 and 11/04/20 recommended for approval. 

Recommend Discharge Review Hearing 06/09/21. 

Court will sign submitted order, appearance not required.

 

PR-19-000944 ESTATE OF JOSEPH YONAN 

Account Review Hearing. 

Petition for Final Distribution on Waiver of Account. 

Court file review not yet complete.  Please recheck website.

 

PR-19-000968 ESTATE OF JAMES KEITH WELLS 

Inventory Review Hearing continued from 06/10/20 and 12/09/20. 

Recommend confirm 01/27/21 hearing on Petition for Termination of Proceedings and Discharge of Personal Representative.  

Appearance by counsel not required.

 

PR-19-001279 ESTATE OF CHERYL ANN CHRISTIANSEN 

Petition for Final Distribution on waiver of Account. 

Recommend vacate 02/09/21 Account Review Hearing.

Court file review not yet complete.  Please recheck website.

 

PR-20-000196 ESTATE OF EDWARD BERDGE LIGHT 

Inventory Review Hearing. 

Final Inventory and Appraisal on file. 

Recommend Account Review Hearing 06/10/21. 

Appearance by personal representative (pro per) not required.

 

PR-20-000215 ESTATE OF WILLIE LEON SMALLWOOD 

Related Case No. PR-20-000570 (competing petition). 

Petition to Revoke Probate: 

  • Need copy of Will referred to in petition. 
  • Objection on file. 

Possible Long Cause Matter.

Appearance by petitioner (pro per) and counsel mandatory by VCourt. 

 

PR-20-000235 MATTER OF LORENCO FAMILY REVOCABLE TRUST 

Petition for Clarification and Instruction Regarding Distribution of Trust Property and Sharing of Financial Information continued from 04/30/20, 07/17/20, 09/29/20 and 11/12/20:  

  • Objection on file. 

Possible Long Cause Matter.

Appearance by counsel mandatory by VCourt.

 

PR-20-000570 ESTATE OF WILLIE LEON SMALLWOOD 

Related Case No. PR-20-000215. 

Probate of Lost Will and for Letters of Administration with Will Annexed continued from 10/07/20: 

  • Need Proof of Holographic Instrument (mandatory form DE-131). 
  • Caption omits box for “Lost” Will. 
  • Caption omits box for Authorization to Administer Estate Under the Independent Administration of Estates Act. 
  • Item 3c of petition omits County.  
  • Item 8 of petition omits petitioner. 
  • Need Notice of Petition to Administer Estate. 
  • Need Proof of Publication. 
  • Need Order. 
  • Need Letters with original signature. 
  • Objection on file. 

Possible Long Cause Matter. 

Appearance by petitioner (pro per) and counsel mandatory by VCourt.

 

PR-20-000587 ESTATE OF DANIEL LOUIS JONES 

Order to Show Cause: 

  • Re:  Failure to appear at prior hearing. 

Petition for Letters of Administration continued from 10/08/20 and 11/04/20: 

No documents filed since prior hearing.  Prior notes remain: 

  • Item 2b of petition omits names. 
  • Item 3c of petition omits county. 
  • Waivers of Bond by Heir do not need notarization (not fatal defect).. 
  • Need Proof of Publication. 
  • Need Letters with original signatures.

Appearance by counsel ordered and mandatory by VCourt.

 

PR-20-000746 MATTER OF GERARD G. THOUKIS TRUST 

Related Case No. PR-20-000748. 

Petition for Order Modifying Trust Terms Under Probate Code: §§ 17200 and 15403. 

Submitted to Judge for determination. 

Appearance by counsel mandatory by VCourt.

 

PR-20-000748 MATTER OF ELENA THOUKIS TRUST 

Related Case No. PR-20-000746. 

Petition for Order Modifying Trust Terms Under Probate Code: §§ 17200 and 15403. 

Submitted to Judge for determination. 

Appearance by counsel mandatory by VCourt.

 

PR-20-000788 MATTER OF HIPOLITO ZAMUDIO RAMIREZ 

Spousal Property Petition continued from 11/19/20. 

No documents filed since prior hearing.  Prior notes remain: 

  • Item 5a(2) of petition omitted. 
  • Item 5b of petition omitted. 
  • Need Attachment 7. 
  • Attachment 7a and 7b do not list the legal real property description and Assessor Parcel Number. 
  • Item 9 of petition does not list all relationships. 
  • Need copy of deed showing current title. 
  • Need Notice of Hearing. 
  • Need proof of service to Department of Health Services. 
  • Need Order. 

Recommend continuance to 12/29/20 as requested by counsel.

Appearance by counsel not required.

 

PR-20-000790 ESTATE OF FRANK CLIFFORD CARSON 

Petition for Letters of Administration recommended for approval (with bond in minimum amount of $20,000.00 or Waiver of Bond by Heir signed by decedent’s mother). 

Recommend Inventory Review Hearing 06/09/21. 

Court will sign submitted order, appearance not required.

 

PR-20-000810 ESTATE OF EMIL MOSHIRNIA 

Petition for Probate of Will and for Letters Testamentary: 

  • Item 3f(2) of petition not completed as Will is self-proving. 
  • Item 8 of petition omits name of trustee(s). 
  • Item 8 of petition omits beneficiaries of trust. 
  • Need copy of trust. 

Recommend continuance to 12/29/20 to allow time to cure defects. 

Appearance by counsel not required.

 

PR-20-000815 ESTATE OF BUDDY JOE LYNCH 

Petition for Letters of Administration: 

  • Item 2b(3) of petition omitted. 
  • Item 2d of petition omitted. 
  • Item 3d of petition omitted (need this info to determine amount of bond required of personal representative). 
  • Item 3g(2)(a) and (c) of petition omitted. 
  • Item 8 of petition omits name and date of death for predeceased spouse. 
  • Need Proof of Publication. 

Recommend continuance to 12/29/20 to allow time to cure defects. 

Appearance by personal representative (pro per) not required.

 

PR-20-000828 ESTATE OF GAREY RUSE 

Petition for Letters of Administration recommended for approval. 

Recommend Inventory Review Hearing 06/09/21. 

Court will sign submitted order, appearance not required.

                                                                           

PR-20-000842 ESTATE OF GLORIA JEAN TAYLOR 

Petition for Letters of Administration continued from 11/17/20 recommended for approval. 

Recommend Inventory Review Hearing 06/09/21. 

Court will sign submitted order, appearance not required.

Last updated: November 30, 2020 11:53 AM