December 7, 2021

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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 (option 6/option 4) between the hours of 8:15 a.m. -  3:00 p.m., Monday - Friday.

Probate Examiner, Anne Holsinger, may be reached at Probate.Examiner@stanct.org.  Telephone calls can be directed to the Probate Unit as set forth above. Emails must have the case identification information and hearing time/date in the subject line. No attachments will be opened. The Probate Examiner can only respond to inquiries regarding the meaning of comments in the notes. Please do not email to notify that documents have been filed, to request a confirmation whether documents have been received, or to request the clearing of notes. No legal or procedural advice may be given by the Probate Examiner in response to your email.

  • It is the goal of the Probate Examiner to have Probate Notes posted five (5) calendar days prior to the hearing.
  • Defects described in the Probate Notes must be corrected prior to approval of the moving papers. 
  • If you are filing documents to cure technical defects, they should be filed NO LATER THAN FIVE COURT DAYS before the hearing. Later-filed documents might not be reviewed prior to the hearing and could result in a continuance of your case.

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.

 

PUBLIC NOTICES:

POSTED OCTOBER 13, 2021

  • It has come to the Court’s attention that due to changes in a major newspaper’s online publication submission procedure, some intestate proceedings are being published with reference to a request to “admit decedent’s wills and codicils, if any.”  The Court interprets the phrase “if any” as applying to the word “codicils”, as the next published sentence is “The will and any codicils are available for examination in the file kept by the Court”. Not only is the quoted language inconsistent, it is false, as there are no wills or codicils available for review in these proceedings.  One may reasonably rely on the misrepresentation and take no action believing a will has been or will be provided to the Court.  The Court cannot find this misleading notice to be harmless error.  As such, in these instances, the Court has ordered a republication with corrected language.  The Court has heretofore held that the republication fee is not reimbursable, however, given that the changes to the newspaper’s procedure are recent, and given the sheer volume of cases requiring republication, the Court will permit one republication fee to be reimbursable.  Requests for reimbursement will be granted for any one republication that occurs on or before June 1, 2022.

    Please note it also has recently come to the Court’s attention that the major newspaper may have revised, or may be revising, its online publication submission procedure to account for this issue.  

  • Effective July 1, 2021, pursuant to Local Rule 8.04(D) , all communication with the Probate Examiner must be conducted via email, Probate.Examiner@stanct.org . Communication must be limited to the content of Probate Notes.

 

 

THURSDAY, DECEMBER 2, 2021

Department 22

8:30 a.m.

 

22000914 ESTATE OF THOMAS ROUNDTREE, JR.

Discharge Review Hearing:

Need receipts on distribution.

Need Ex Parte Petition for Final Discharge 

Recommend continuance to 04/07/2022 to allow time for filing above pleadings.

Appearance not required (by VCourt if preferred).

 

 

445340 MATTER OF JUSTICE VANDYKE SPECIAL NEEDS TRUST 

First Account and Report of Successor Trustee; Petition to Settle Account; to Increase Bond; to Transfer Venue; to Modify Terms of Trust; to Confirm, Fix, and Allow Trustee Fees; to Increase Interim Trustee Fees; and to Fix and Allow Attorneys’ Fees and Costs continued from 10/06/21:

Prior Notes have been cured.

Petition to increase bond to $2,246,000.00 appears appropriate.

Recommend approval of Account and Report. Recommend increase of bond by $531,000.00.

Recommend Account Review Hearing 10/24/2023 for Second Account and Report for the period of 06/01/2021 through 05/31/2023.

Appearance by counsel not required (by VCourt if preferred).

 

 

PR-20-000165 ESTATE OF HELEN KATHLEEN MILLION

Account Review Hearing:

Hearing will be vacated. No appearance required.

Future hearing 04/14/2022 on Discharge Review remains as set.

 

 

PR-20-000815 ESTATE OF BUDDY JOE LYNCH

Hearing on 2nd Amended Petition (filed 9/30/21) for Letters of Administration, originally continued from 08/31/21, 10/14/21:

• Proof of publication not on file for 2nd Amended Petition [see California Rule of Court 7.53(a)].

• Notice of (2nd Amended) Petition to Administer Estate file marked 10/12/21:

      o Date and place of mailing omitted (page 2, item 4).

      o Server’s signature not dated.

Appearance by petitioners (self-represented) required (by VCourt if preferred).

 

 

PR-21-000958 ESTATE OF LINDA ANN WATSON

Petition for Probate of Will and for Letters Testamentary continued from 10/14/21:

Prior Notes have been cured.

Recommend approval of Petition and admission of Will to probate.

• Proposed Letters not yet submitted.

Recommend Inventory Review Hearing 05/03/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000227 ESTATE OF KENNETH DAVID RAIRDEN, AKA KENNETH D. RAIRDEN

Inventory Review Hearing:

Final Inventory and Appraisal is on file.

Recommend confirm hearing 12/22/2021 on First and Final Report.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000240 ESTATE OF TERRY LEE CAMPBELL, SR.

Inventory Review Hearing:

Final Inventory and Appraisal not on file.

Recommend Account Review Hearing 06/09/2022 to allow time for filing Inventory and Appraisal and Petition for Final Distribution or PrC§1220 Status Report.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000269 ESTATE OF CAROLE JOY CARROLL

Inventory Review Hearing:

Final Inventory and Appraisal is on file.

Hearing on Waiver of Accounting and Petition for Final Distribution:

Recommend approval of Petition.

• Need proposed Order.

Recommend Discharge Review Hearing 06/02/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000293 ESTATE OF CAROLE SUSAN De COITE

Inventory Review Hearing:

Final Inventory and Appraisal is on file.

Recommend Account Review Hearing 06/07/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000294 ESTATE OF KENNETH D. UTZ, AKA KENNETH DANIEL UTZ, SR.

Inventory Review Hearing:

Final Inventory and Appraisal is on file.

Recommend Account Review Hearing 06/07/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000296 ESTATE OF EDUARDA M. MENDES, AKA EDWARDA MARIE MENDES, AKA EDUARDA MARIA MENDES

Inventory Review Hearing:

Final Inventory and Appraisal not on file.

Recommend Account Review Hearing 06/09/2022 to allow time for filing Inventory and Appraisal and Petition for Final Distribution or PrC§1220 Status Report.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000303 ESTATE OF WILLIAM R. ENDSLEY, AKA WILLIAM ROBERT ENDSLEY, BOB ENDSLEY email to MAM

Inventory Review Hearing:

Final Inventory and Appraisal is on file.

Hearing on First and Final Report and Petition for Final Distribution:

It appears based on the Report that estate assets have been exhausted and there remain no funds to transfer into the Trust. 

•Please provide a declaration regarding the above, as the Report does not clearly state that the estate is exhausted.

•Include explanation of the payoff loans listed as the last three items in the Seller’s Statement attached to the Supplement to the Petition file marked 11/10/21.

•Please provide a copy of the Trust.

•Please give notice of the First and Final Report, the Supplement to the Petition, and the pleading requested by this Note to the beneficiaries of the Trust.

Recommend continuance to 03/23/2022 to allow time to file the above pleadings and provide notice.

Appearance not required (by VCourt if preferred).

 

 

PR-18-000751 ESTATE OF BERNICE SARAH HAGERTY

Hearing on First Amended First and Final Account and Petition for Final Distribution:

Recommend approval of First Amended Account and Petition.

Recommend Account Review Hearing 06/02/2022 on $3,000.00 retains.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000185 ESTATE OF GARY STEVENS RIBEIRA, JR., AKA GARY RIBEIRA

Hearing on Report on Waiver of Account and Petition for Final Distribution:

Recommend approval of Report and Petition.

Recommend Discharge Review Hearing 06/02/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001012 THE MORESCO FAMILY TRUST FOR SUSAN M. CONNELLY 

Petition for Termination of Irrevocable Trust Under Probate Code Sections 15403 and 15409 (PrC§17200(b)(13)):

If no one appears to object, Petition is recommended for approval.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001192 ESTATE OF GEORGE FOSTER SILVA, JR.

An Amended Petition is being processed by the clerk’s office.

Amended Petition sets hearing 01/05/2022.

Hearing of 12/02/2021 will be vacated.

No appearance required.

 

 

PR-21-001206 ESTATE OF RITA PALLANES GARCIA

Petition for Letters of Administration:

• Heading of Petition omitted a checkmark in box regarding authorization to administer estate under the Independent Administration of Estates Act.

• Item 3a omitted date of decedent’s death.

• Item 3c omitted county of decedent’s residence at time of death.

• Item 3d(4) appears to reflect that the estimated value of decedent’s estate does not meet filing threshold. No declaration regarding necessity of probate was provided.

• Item 3e or 3f omitted (testate or intestate).

• Item 3g(2)(c) was not completed (relationship).

• Item 5b omitted (existence of child who would have been adopted).

• Attorney’s signature omitted.

• Need Family Tree.

Proof of publication not on file.

Notice of Petition to Administer Estate not on file.

Proposed Letters not yet submitted.

Recommend continuance to 03/23/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001207 ESTATE OF PHILIP D. McDANIEL, JR

Petition for Letters of Administration:

Form DE-147 Duties and Liabilities not on file.

Proposed Order and Letters not yet submitted.

Recommend continuance to 03/23/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001208 ESTATE OF CANIO ANTONIO CASALE, AKA CANIO A. CASALE

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

Will is not self-proving per Local Rule 8.23.  Proof of Subscribing Witness (form DE-131) has been filed.

Recommend approval of Petition and admission of Will to probate.

Recommend Inventory Review Hearing 05/10/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001210 ESTATE OF JOHN N. CRUMBLEY

Petition for Probate of Will and for Letters Testamentary:

Recommend approval of Petition and admission of Will to probate.

Recommend Inventory Review Hearing 05/12/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001214 ESTATE OF EDDIE ROGERS

Petition for Letters of Administration:

• Heading of page 1 omitted checkmark in box for authorization to administer under the Independent Administration of Estates Act.

• Item 3a omitted place of decedent’s passing.

• Item 3c omitted county of decedent’s residence at time of death.

• Case caption omitted from top of page 2.

• Item 3e omitted (regarding bond).

• Item 4 is checked regarding Will, but rest of Petition indicates decedent died intestate.

• Item 5a(3) or (4) omitted (existence of registered domestic partner).

• Item 5a(7) or 8) omitted (existence of issue of predeceased child).

• Relationships required for all those listed in Item 8.

• Ages described as unknown for all those listed in Item 8.

• Addresses described as unknown for all those listed in Item 8.

Form DE-147 Duties and Liabilities not on file.

Notice of Petition to Administer Estate not on file.

Proof of publication not on file.

Proposed Order and Letters not yet submitted.

Recommend continuance to 04/07/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000394 ESTATE OF WALTER E. HOTCHKISS

Discharge Review Hearing:

Ex Parte Petition for Final Discharge and Order has been received and recommended for approval.

Hearing will be vacated.

No appearance required.

 

 

Add-On at 9:30 a.m.

PR-21-000888 THE JACK L. FREY TRUST

(Petitioner: Carol Dupree, daughter of Settlor, represented by T. Roshanian)

Amended Carol Dupree’s Ex Parte Application (filed 11/22/21) & Memorandum to Remove Kim Frey, and Appoint Carol Dupree, as Successor Trustee of Jack L. Frey Living Trust & for Injunctive Relief continued from 12/01/21:

Appearance required (by VCourt if preferred).

 

 

PR-21-000621 MATTER OF THE JACK L. FREY LIVING TRUST

Related Case No. PR-21-000888

(Petitioner: Kimberly Frey, daughter of Settlor, represented by D. Eisenstein)

Petition (11/19/21) to Appoint Kimberly Kay Frey as Temporary Trustee; Request for Emergency Relief; and Taking Judicial Notice Thereon continued from 12/01/21:

Objection filed – 11/30/21.

Appearances required (by VCourt if preferred).

 

 

MONDAY, DECEMBER 6, 2021

Department 24

10:00 a.m.

 

PR-20-000710 MATTER OF CYNTHIA J. GOODMAN TESTAMENTARY TRUST

(Court Trial 01/06/2022 at 9:30 a.m. in Department 22)

Settlement Conference:

Appearances mandatory (by VCourt if preferred).

 

 

TUESDAY, DECEMBER 7, 2021

Department 22

8:30 a.m.

 

2201399 MATTER OF CAMERON DOOLEY SPECIAL NEEDS TRUST

Status Review Hearing continued from 3/7/20, 5/20/20, 7/29/20, 1/14/21, 3/18/21, 5/5/21, 07/01/2021 and 10/05/21.  First Account and Report on file.  

Hearing on First Account and Report and Petition for Attorney’s Fees and costs continued from 10/05/21: 

Prior Notes have been cured.

Pleadings reflect that Trustee paid attorney’s fees using his own funds. First Account and Report does not seek reimbursement. A recent Petition for Withdrawal of Funds from the Trust for that purpose was denied by the Court with the note that such a motion requires a noticed hearing.

Recommend approval of Account and Report.

Recommend Account Review Hearing 10/03/2023 on Second Report of Trustee and Declaration in Lieu of Accounting, for the period of 07/02/2021 through 07/01/2023.

Appearance not required (by VCourt if preferred).

 

 

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

PrC§12200 Status Report of Administration continued from 02/11/2021:

Matter was previously continued to allow time for litigation matters to be completed.

Neither Third PrC§12200 Status Report or Petition for Final Distribution on file. Recommend court order Third PrC§12200 Status Report be filed if estate is not in a position to be closed.

Recommend continuance to 04/13/2022 to allow time for filing of either Third PrC§12200 Status Report or Petition for Final Distribution.

Appearance not required (by VCourt if preferred).

 

 

PR-18-000650 ESTATE OF JOELLA SARGENT

PrC§12200 Third Status Report of Administration continued from 02/24/21, 07/29/21, 09/15/21:

•Petition for Final Distribution or 4th PrC§12200 Status Report of Administration not on file.

•Notice of Proposed Action with objection attached on file (need Objection in proper format, with proof of service).

Appearance mandatory (by VCourt if preferred).

 

 

PR-19-001054 ESTATE OF HAROLD DAN WOODALL

PrC§12200 Status Report of Administration continued from 03/16/21:

Second PrC§12200 Status Report has been filed, set hearing 01/20/2022.

Recommend confirm hearing 01/20/2022 on Second PrC§12200 Status Report.

•Notice of Hearing not on file at time of review.

Appearance not required (by VCourt if preferred).

 

 

PR-19-000890 ESTATE OF JACK B. DALY

Petition for Determination of Entitlement to Estate Distribution continued from 08/12/21, 10/20/20:

Prior Notes have been cured.

Recommend approval of Petition for Determination of Entitlement to Estate Distribution.

Recommend confirmation of Account Review Hearing 02/01/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-18-000122 SPECIAL NEEDS TRUST OF DIANE WANDA CRARY

Account Review Hearing:

Second Account and Report of Trustee for period of 09/01/2019 through 08/31/2021 not on file.

Recommend continuance to 03/30/2022 to allow time for filing Second Account and Report of Trustee.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000881 ESTATE OF DORIS JEAN FERRELL PAUL

(Related case PR-21-001121)

Third Amended Petition for Probate of Will and for Letters Testamentary continued from 09/01/21, 09/21/21:

Matter previously continued at request of recently-retained counsel.

Petition is recommended for approval.

Recommend continuance to 01/06/2022, at request of counsel, to coincide with hearing on related Trust matter.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000872 ESTATE OF ANTONIO CENDEJAS ORTIZ 

Related Case PR-21-000183 (Inventory Review Hearing 03/22/22)

Hearing on Petition to 1) Confirm Resulting Trust; and 2) Determine Title and to Require Transfer of Real Property to Estate [PrC§§850(a)(2)(C), 856, 859] continued from 10/27/21:

Nothing filed since previous hearing. Prior Notes remain:

Need copy of certified Letters filed in this matter by Petitioner / Personal Representative.

Appearance required (by VCourt if preferred).

 

 

PR-21-000894 ESTATE OF MARCUS ADRIAN ZUNIGA

Amended Spousal Property Petition (filed 11/19/21) continued from 09/14/21:

•Attachment 7 appears to have been cut off, and necessary language is therefore missing.

•Attachments 7a and 7b were not attached.

Notice of Hearing filed 11/19/21:

•Does not indicate in #1 on page 1 that a copy of the Amended Spousal Property Petition was served. 

•Server’s signature was not dated.

Proposed Order not on file.

Appearance by Petitioner (self-represented litigant) required (by VCourt if preferred).

 

 

PR-20-000942 ESTATE OF ALFREDO C. NUNES, AKA ALFREDO CUNHA NUNES

Hearing on First and Final Report of Executor and Petition for Final Distribution:

Recommend vacate Account Review Hearing 01/05/2022.

Recommend approval of Report and Petition.

Recommend Discharge Review Hearing 06/02/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000980 ESTATE OF JACQUELINE ANNE SIECKE

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

Three Disclaimers filed 08/10/21 appear to be untimely pursuant to PrC§279.

•Declarations filed 12/01/21 by those making the disclaimers appear to satisfy PrC§279(f).

Recommend approval of Report and Petition.

Recommend Discharge Review Hearing 06/02/2022.

•Need new proposed Order:

           oParagraph 36 appears not to apply to this case and may have been included by mistake.

Appearance by Administrator (self-represented) required (by VCourt if preferred).

 

  

PR-21-001212 ESTATE OF DIANA L. UTLEY

Petition for Letters of Administration is recommended for approval.

Recommend Inventory Review Hearing 05/11/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001220 ESTATE OF WILSON CHALABI

Spousal Property Petition:

Item 5a(2) omitted (existence of issue of predeceased child).

Need unbiased guardian ad litem for minor to accept notice.

Grant deed showing current title not attached to Petition or filed separately.

Need more information regarding business pursuant to PrC§13658.

Recommend continuance to 03/29/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001237 ESTATE OF KATHY L. STRATHMAN

Petition for Letters of Administration:

•Petitioner alleges Decedent’s estate is $10,000.00. A declaration describing why Petitioner is seeking to probate the estate may be appropriate.  

•Item 2a is checked, requesting to admit Will, but rest of Petition reflects decedent died intestate.

Proof of publication not on file.

Notice of Petition to Administer Estate not on file.

Proposed Letters not yet submitted.

Recommend continuance to 03/24/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001238 ESTATE OF EMMA AGNEW

Petition for Probate of Lost Will and for Letters of Administration with Will Annexed:

•Item 3f(3) omitted (regarding Lost Will).

      oAttachment 3f(3) omitted regarding PrC§6124 presumption.

•Dates of death omitted in item 8 for those named who are deceased.

•Names of those listed in Item 8 must match the spelling in the Will (adding an AKA for correct legal names is acceptable).

•Item 8 fails to list all those named in Will, whether living or deceased.

•Copy of Lost Will waived bond only for those named as Executor.

      oWaivers of bond not on file for all beneficiaries.

      oBond may be necessary.

Proof of publication not on file.

Notice of Petition to Administer Estate not on file.

Proposed Letters not yet submitted.

Please provide a Family Tree.

Copy of Lost Will is not self-proving (see Local Rule 8.23). 

•Proof of Subscribing Witness (form DE-131) not on file. See PrC§8221..

Recommend continuance to 03/24/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001239 ESTATE OF CHARLOTTE RAE JUNQUEIRO, AKA CHARLOTTE R. JUNQUEIRO

Petition for Probate of Will and for Letters Testamentary:

Recommend approval of Petition, admission of Will to probate.

Recommend Inventory Review Hearing 05/17/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000087 APRIL WEST SPECIAL NEEDS TRUST

Hearing has been reset to 08/16/2023 per Minute Order 11/17/21.

 

 

PR-20-000544 ESTATE OF CHRISTOPHER R. SELOVER

Discharge Review Hearing:

Ex-Parte Petition for Final Discharge and Order has been approved.

Hearing has been vacated.

No appearance required.

 

 

PR-21-000323 MATTER OF CATHY A. CREEK

Matter was dismissed.

Hearing has been vacated.

No appearances.

 

 

PR-21-001215 ESTATE OF WILLIAM U. HESS, AKA WILLIAM ULYSSES HESS

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

Request for Dismissal has been received.

Hearing will be vacated.

Appearance not required (by VCourt if preferred).

 

 

9:30 a.m.

 

PR-20-000684 IN THE MATTER OF THE HOGAN IRREVOCABLE GRANTOR TRUST

Court Trial:

Appearances mandatory.

 

 

 

WEDNESDAY, DECEMBER 8, 2021

Department 22

8:30 a.m.

 

2200342 THE VELMA L. BRISTOW TESTAMENTARY TRUST

Account Review Hearing:

Need Third Account and Report of Trustee for the period of 08/29/19 through 08/28/21.

Recommend continuance to 05/10/2022 for filing of above pleading.

Appearance not required (by VCourt if preferred).

 

 

2201273 ESTATE OF PAULINE MAE EDGAR, AKA PAULINE BRITT

Account Review Hearing:

A Waiver of Account, Report, and Petition for Final Distribution has been filed.

Recommend confirmation of hearing 01/19/2022 on Report and Petition.

•Notice of Hearing not on file at time of review.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000292 MATTER OF MARY LOU RIDPATH TRUST

Related case no. PR-21-001018

Status Review Hearing continued from 06/09/21, 09/15/21:

Petition to Compel Trustee to Account [PrC§17200(b)(7)], filed 03/18/20, underlying cause of action.

Objection filed – 05/05/20.

Per prior hearing, discovery was on-going.

Appearance by counsel required (by VCourt if preferred).

 

 

PR-21-001018 THE MARY LOU RIDPATH 2005 TRUST

Related case no. PR-20-000292

Petition for Settlement of Account, Approval of Trustee and Attorney Fees and Reimbursement of the Expenditures (PrC§17200(b)(5), (b)(9), §15684):

Paragraph 49 on page 10 of the Petition appears to contain a mathematical error. 1% of $515,973.98 is not $5,159.98. The rest of the sentence appears correct.

Schedule B-1, “Source: Deposit” does not appear sufficient as a description of purpose and payor pursuant to PrC§1062.

Body of Petition did not address the “Missing Statement Activity” in Schedule B-1, totaling $1,896.79.

Schedule B-1 reflects multiple disbursements without purpose, and in some cases are unclear as to payee. This was not address in the body of the Petition.

•Cash withdrawals should be explained.

•Transfers to Trustee without a stated purpose should be explained.

•There are multiple insurance payments, to different companies. Please be specific on the type or purpose of insurance.

•8 payments totaling $400 were made to Cynthia Allen, without a stated purpose.

Notice appears complete. 

Objection filed 12/06/21.

Appearance required (by VCourt if preferred).

 

 

PR-20-000617 ESTATE OF SOLEDAD VICTORIA HARGROVE

Inventory Review Hearing:

Final Inventory and Appraisal not on file.

Recommend Account Review Hearing 06/14/2022 when PrC§12200 Status Report will be due, if Petition for Final Distribution is not on file.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000146 ESTATE OF RUFUS LEE HARRIMAN

Inventory Review Hearing:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/2022. 

Appearance not required (by VCourt if preferred).

 

 

PR-21-000182 ESTATE OF ROBERT FRANK BONHAM, AKA ROBERT F. BONHAM, BOB BONHAM

Inventory Review Hearing:

Final Inventory and Appraisal not on file.

Recommend Account Review Hearing 06/15/2022 when PrC§12200 Status Report will be due, if Petition for Final Distribution is not on file.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000207 ESTATE OF LORRAINE WALKER, AKA LORRAINE McDONALD

Inventory Review Hearing:

Final Inventory and Appraisal not on file.

Recommend Account Review Hearing 06/15/2022 when PrC§12200 Status Report will be due, if Petition for Final Distribution is not on file.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000214 ESTATE OF BETTY MARIE JACKSON

Inventory Review Hearing:

Final Inventory and Appraisal on file.

•Inventory and Appraisal omits characterization of decedent’s property. Examiner does not consider this defect to be fatal.

•Attachment 1 omitted the last four digits of the financial account number, and the account type. Examiner does not consider this defect fatal, provided the Account and Report contains the necessary information.

•Attachment 2 omitted the legal description of the real property. Examiner does not consider this defect to be fatal.

Recommend Account Review Hearing 06/08/2022. 

Appearance not required (by VCourt if preferred).

 

 

PR-21-000228 ESTATE OF IDA BELLE DANIELS

Inventory Review Hearing:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/08/2022. 

Appearance not required (by VCourt if preferred).

 

 

PR-21-000246 ESTATE OF CARLOS M. MOLINA-MARTINEZ

Inventory Review Hearing:

Final Inventory and Appraisal on file.

•Attachment 2 is mislabeled as Attachment 1.

•Attachment 2 (labeled Attachment 1) omitted the legal description as well as the Assessor’s Parcel Number. Both are required.

•Inventory and Appraisal omits characterization of decedent’s property. Examiner does not consider this defect to be fatal.

Recommend Account Review Hearing 06/08/2022. A Corrected Inventory and Appraisal is required. 

Appearance not required (by VCourt if preferred).

 

 

PR-21-000304 ESTATE OF STEVEN ROBERT HAKE, AKA STEVEN R. HAKE, STEVE HAKE

Inventory Review Hearing:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/14/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-19-000384 ESTATE OF LAVONNE J. WINGETT

Hearing on Second PrC§12200 Status Report:

Notice of Hearing appears complete.

Recommend Account Review Hearing 06/14/2022 as requested in PrC§12200 Status Report to allow time for estate to be in a position to be closed.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000778 ESTATE OF CHARLES WARD COX, AKA CHARLES W. COX

Hearing on First and Final Report and Petition for Final Distribution:

Notes have been cured.

Recommend approval of Petition.

Recommend Discharge Review Hearing 06/02/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001160 ESTATE OF RICHARD ALAN BUGHI

Petition for Probate of Will and for Letters Testamentary:

•Heading on page 1 of petition omitted checkmark in box regarding authorization to administer under the Independent Administration of Estates Act.

•Heading on page 1 of petition included check in box seeking Letters of Administration.

•Item 5a(3) or (4) omitted (existence of registered domestic partner).

•Item 5a(7) or (8) omitted (existence of issue of predeceased child).

•Item 8 must include relationship to decedent for all those listed, even if they are deceased.

•Petitioner’s signature was not dated.

Form DE-147 Duties and Liabilities not on file.

Proof of publication not on file.

Proposed Order and Letters not yet submitted.

The original Will has not been lodged with the clerk’s office at time of review.

Consider visiting the California Courts Self Help page at https://www.courts.ca.gov/42629.htm 

Appearance by Petitioner (self-represented) required (by VCourt if preferred).

 

 

PR-21-001227 ESTATE OF LAURENCE M. COOMBS

Hearing on Spousal Property Petition:

•Copy of grant deed showing current title was not attached or provided on separate pleading.

•Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17).

Recommend continuance to 01/13/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001231 ESTATE OF MARTIN LEE SALMON

Petition for Letters of Administration:

•Item 1 omitted the name of the publication where notice is to be published.

•Item 3c omitted county of decedent’s residence at time of death.

Waiver of bond appears appropriate as out-of-state Personal Representative is also sole beneficiary.

Form DE-147 Duties and Liabilities not on file.

Proof of publication not on file.

Form DE-121 Notice of Petition to Administer Estate not on file.

Proposed Letters not yet submitted.

Recommend continuance to 01/13/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001241 ESTATE OF SALLIE M. NIELD, AKA SALLIE SOUZA NIELD

Petition for Letters of Administration:

$100,000 bond appears appropriate as one of the out-of-state Co-Administrators is also sole beneficiary.

Notes have been cured.

Proposed Letters not yet submitted.

Recommend approval of Petition

Recommend Inventory Review Hearing 05/17/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001243 ESTATE OF RONALD DAVIES

Hearing on Spousal Property Petition:

•Petitioner’s signature was not dated.

•Attorney’s signature was not dated.

•Item 7 did not include the date the property was purchased (Local Rule 8.98).

•Item 7 did not include the nature of funds used for purchase of the property (Local Rule 8.98).

•Copy of grant deed showing current title was not attached or provided on separate pleading.

•Proof of mailing not on file for the Department of Health Care Services, nor Declaration that notice is not required (see Local Rule 8.17).

Recommend continuance to 03/08/2022 to allow time to cure defects.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001246 ESTATE OF RICHARD JOHN JOHNSON, AKA RICHARD J. JOHNSON

Petition for Probate of Will and for Letters Testamentary:

Notes have been cured.

Recommend approval of Petition and admission of Will to probate.

Recommend Inventory Review Hearing 05/17/2022.

Appearance not required (by VCourt if preferred).

 

 

ADD-ON

PR-21-001112 ESTATE OF ISABEL GARCIA, AKA ISABLE GARCIA

Petition for Letters of Administration continued from 11/17/21:

No defects found in Petition. Bond of $250,000 appears appropriate.

Form DE-147 Duties and Liabilities not on file.

Proposed Orders and Letters not yet submitted.

Recommend continuance to 12/08/21 to allow time to file Duties and Liabilities.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000517 ESTATE OF JON ERIC GRAY

Discharge Review Hearing:

Ex Parte Petition for Final Discharge has been approved.

Hearing has been vacated.

Appearance not required (by VCourt if preferred).

 

 

THURSDAY, DECEMBER 9, 2021

Department 21

8:30 a.m.

 

2200560 MATTER OF ADRIANA CRISTINA RODRIGUEZ ARIAS SETTLEMENT TRUST

Related Case No. 2200561.

Hearing on Third Account and Report of Successor Trustee and Petition for Its Settlement and to Terminate Court Supervision:

Recommend approval of Report and Petition.

Recommend discharge of April Meyer, Esq, as Guardian ad Litem.

Appearance not required (by VCourt if preferred).

Trust beneficiary has reached adulthood and wishes for Trust to continue, without court supervision.

 

 

2200561 MATTER OF ALEJANDRA STEPHANIE RODRIGUEZ ARIAS 

Related Case No. 2200560.

Hearing on Third Account and Report of Successor Trustee and Petition for Its Settlement and to Terminate Court Supervision:

Recommend approval of Report and Petition.

Recommend discharge of April Meyer, Esq, as Guardian ad Litem.

Appearance not required (by VCourt if preferred).

Trust beneficiary has reached adulthood and wishes for Trust to continue, without court supervision.

 

 

Department 24

8:30 a.m.

 

PR-18-000785 ESTATE OF KEVIN A. MONZON

PrC§12200 Status Report of Administration continued from 03/09/21, 04/14/21, 08/19/21:

No documents filed since prior hearing.  Prior notes remain:

•Notice of Hearing filed 12/06/21 is defective.

      oIf it applies to the 1st Status Report filed 01/05/21, then it is untimely for this hearing.

      oIf it applies to the 2nd Status Report filed 12/6/21 and set for hearing on 02/01/22, then Item 1 on page of the NOH omits reference to number of the Report, and Item 2 states the incorrect date of the hearing.

      oThe Proof of Service attached to the Status Report does not reflect that beneficiary was given notice of the hearing on the PrC§12200 Report Hearing.

Recommend confirmation of hearing 02/01/2022 on Second PrC§12200 Status Report, to allow time for perfection of service of both Reports. 

Appearance by counsel mandatory (by VCourt if preferred). 

 

Department 22

8:30 a.m.

 

PR-19-000949 ESTATE OF WINFRED E. WEBB

First and Final Account and Report and Petition for Final Distribution continued from 02/02/21, 04/27/21, 08/03/21, 09/29/21:

Nothing filed since previous hearing. Prior Notes remain:

• Minute Order of 04/27/2021 directs filing of an Amended First and Final Account and Report and Petition for Final Distribution.  This pleading not on file at time of review.

• Request for Dismissal was returned 09/15/21 for not being the correct method of termination.

Recommend continuance to 04/12/2022 to allow time to file Amended Account.

Appearance not required (by VCourt if preferred).

 

 

 

PR-19-001263 ESTATE OF MELVIN ALLEN SR.

Inventory Review Hearing continued from 12/17/20, 3/4/21, 07/08/21, 09/08/21:

Final Inventory and Appraisal on file.

• Statement About the Bond omitted (items 6, 7, or 8).

• Inventory and Appraisal omits characterization of decedent’s property. Examiner does not consider this defect to be fatal.

An Amended Inventory and Appraisal addressing bond would be appropriate.

Recommend Account Review Hearing 06/07/2022 for filing of PrC§12200 Status Report if Accounting is not on file.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000326 ESTATE OF ISMAEL VASQUEZ

Inventory Review Hearing:

Final Inventory and Appraisal on file.

• Inventory and Appraisal omits characterization of decedent’s property. Examiner does not consider this defect to be fatal.

Recommend Account Review Hearing 06/09/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000327 ESTATE OF ELMER RAY ROBINSON, AKA ELMER R. ROBINSON, ELMER ROBINSON

Inventory Review Hearing:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/09/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000329 ESTATE OF JOYCE MARIE LINDSAY

Inventory Review Hearing:

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 07/07/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000330 ESTATE OF ANTHONY PAUL VALADEZ, AKA ANTHONY P. VALADEZ

Inventory Review Hearing:

Final Inventory and Appraisal on file.

• Inventory and Appraisal omits characterization of decedent’s property. Examiner does not consider this defect to be fatal.

Recommend Account Review Hearing 06/16/2022.

Appearance not required (by VCourt if preferred).

 

 

2200802 ESTATE OF NORMAN M. REYNOLDS SR.

Discharge Review Hearing continued from 07/21/21 and 09/21/21:

Prior notes remain:

• Accounting of retains from Administrator’s counsel not on file.

• Receipts on Distribution for all beneficiaries not on file.

• Accounting of retention from prior counsel not on file. 

Declaration of attorney filed 11/17/21 requests continuance of six months. 

• Notice appears complete.

Recommend continuance to 06/09/2022 as requested by counsel for Administrators.

Appearance not required (by VCourt if preferred).

 

 

PR-20-000468 ESTATE OF LOREN EARL JAMESON

Discharge Review Hearing:

Need receipts on distribution.

Need Ex Parte Petition for Final Discharge 

Recommend continuance to 06/09/2022 to allow time for filing above pleadings.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000464 MATTER OF ALEJANDRO M. AND DORA H. PEREZ REVOCABLE LIVING TRUST AGREEMENT

Petition to Determine Validity of Purported Trust Amendment; Suspend and Remove Co-Trustees and Appointment of Successor Trustee; For Other Relief for Breach of Trust; For an Accounting; For Instructions (PrC§§15642, 16420, 17200) continued from 07/20/21 and 09/22/21:

No proof of service on file for any of the six (6) Declarations on file from Petitioner

       File mark dates 05/17/21, 05/28/21, 07/13/21, 07/19/21, 09/01/21, 09/01/21.

       The Declarations cannot be considered by the Court without proper notice.

Opposition filed.

Possible long cause matter.

Need status of meet-and-confer.

Appearance required (by VCourt if preferred).

 

 

PR-21-000856 ESTATE OF MARIBEL MENDEZ

Petition for Letters of Administration continued from 10/26/21:

Prior Notes remain:

Waivers of bond not on file for all adult heirs (Manuel Mendez [son, not spouse]). 

Need appointment of Guardian ad Litem for waiver of bond by (minor) heir.

Appearance required (by VCourt if preferred).

 

 

PR-21-000910 ESTATE OF MIRACLE WILSON

Petition for Letters of Administration continued from 09/22/21:

Prior Notes have been cured.

Recommend approval of Petition.

Recommend Inventory Review Hearing 05/12/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000982 ESTATE OF CARLENE ANN SUVA

Petition for Letters of Administration continued from 10/27/21:

Nothing filed since previous hearing. Prior Notes remain:

• Item 2d omitted (regarding bond).

• Item 3e omitted (regarding bond).

Form DE-121 Notice of Petition to Administer Estate item 4 was checked, which does not apply, as the Petition reflects that decedent died intestate.

Published notice includes request to admit Wills and codicils when Decedent died intestate. 

Proposed Order item 5 omitted (regarding bond).

Appearance required (by VCourt if preferred).

 

 

PR-20-000568 ESTATE OF MABEL CHONG

Hearing on First and Final Report of Executors and Petition for Final Distribution:

Recommend approval of Petition.

Recommend Discharge Review Hearing 06/09/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-000151 ESTATE OF HENRIETTA PATRICIA WEBB, AKA HENRIETTA P. WEBB

Hearing on First and Final Account and Petition for Final Distribution:

Petition is recommended for approval.

•Need new proposed Order.

      oProposed Order submitted 12/03/21 requested an order re: $1,500.00 retains but did not include the order.

Recommend continuance to coincide with 04/27/2022 Account Review Hearing to allow time for submission of proposed Order. If Order is submitted, 04/27/22 hearing will be vacated.

Recommend Discharge Review Hearing 06/02/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001249 ESTATE OF JACK A. MORRISON, AKA JACK ALFRED MORRISON, JACK MORRISON

Petition for Letters of Administration:

Proof of publication not on file.

Recommend continuance to 02/03/2022 to allow time to cure defect.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001252 ESTATE IF DENNIS MONROE HAMMONDS, AKA DENNIS M. HAMMONDS, DENNIS HAMMONDS

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 05/12/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001257 ESTATE OF JACK L. HINTON

Petition for Letters of Administration:

•Petition item 3d(4) reflects the estimated value of estate does not appear to meet filing threshold. Examiner does not consider this defect to be fatal.

Bond of $129,000.00 appears sufficient.

Recommend approval of Petition, with bond of $129,000.00.

Recommend Inventory Review Hearing 05/17/2022.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001259 ESTATE OF DONALD EDGAR CARTER, AKA DONALD E. CARTER, DONALD CARTER

Petition for Probate of Will and for Letters Testamentary:

Proof of publication not on file.

Recommend continuance to 02/03/2022 to allow time to cure defect.

Appearance not required (by VCourt if preferred).

 

 

PR-21-001260 ESTATE OF RONY A. ILLESCAS

Hearing on Spousal Property Petition:

Guardian ad litem has been appointed. Notice appears complete.

If no one appears to object, petition is recommended for approval.

Appearance not required (by VCourt if preferred).

 

 

FRIDAY, DECEMBER 10, 2021

Department 22

8:30 a.m.

 

PR-21-001037 ESTATE OF PENNA I. MIRZA

Petition for Probate of Nondomicilary Decedent’s Will and for Letters of Administration with Will Annexed continued from 11/18/21:

Nothing filed since previous hearing. Prior Note remains:

Will is not self-proving (Local Rule 8.23).  

•Need proof of subscribing witness (form DE-131).

Recommend continuance to 04/13/2022 to allow time to prove up Will. 

Appearance not required (by VCourt if preferred).

 

9:30 a.m.

 

PR-20-000581 ESTATE OF ALICE DARLENE LABATTE

Short Cause Court Trial re: validity of Will.

Appearances mandatory.

 

 

PR-20-000674 ESTATE OF ALICE D. LABETTE

Short Cause Court Trial re: validity of Will.

Appearance mandatory.

 

 

MONDAY, DECEMBER 13, 2021

Department 6

1:30 p.m.

 

445230 ESTATE OF LONNIE LAMONT ASHLOCK

Status Conference Review Hearing:

Appearances required (via Zoom if preferred).

 

 

Last updated: December 07, 2021 12:44 PM