September 22, 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, SEPTEMBER 22, 2020

No probate matters scheduled.

 

WEDNESDAY, SEPTEMBER 23, 2020 

Department 23 

9:30 a.m. 

 

PR20000177 MATTER OF ARSENIO FAMILY TRUST

Court Trial. 

Appearance mandatory by CourtCall.

 

THURSDAY, SEPTEMBER 24, 2020

Department 21

8:30 a.m.

 

PR19000943 ESTATE OF JASON ALLEN STARN

Inventory Review Hearing continued from 05/28/20 and 06/11/20.

  • Inventory and Appraisal filed 08/27/20.

Recommend account review hearing on 03/24/21.

Appearance by counsel not required.

 

Department 22

8:30 a.m.

 

3854114 MATTER OF MARLIN BOZARTH

Account Review Hearing:

  • Need Sixth Account and Report of Trustee.

Appearance by counsel mandatory by CourtCall.

 

439972 MATTER OF JANELLE BOZARTH

Account Review Hearing:

  • Need Fifth Account and Report of Trustee.

Appearance by counsel mandatory by CourtCall.

 

PR20000235 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 and 07/17/20:

  • Objection on file.
  • Possible Long Cause Matter.

Appearance by counsel mandatory by CourtCall.

 

FRIDAY, SEPTEMBER 25, 2020

Department 22

8:30 a.m.

 

2201131 MATTER OF JUAN JUACHE SPECIAL NEEDS TRUST

Account Review Hearing:

  • Second Account and Report of Trustee filed 09/08/20.

Recommend confirm 12/09/20 hearing date.

Appearance by counsel not required.

 

MONDAY, SEPTEMBER 28, 2020

Department 21

8:30 a.m.

 

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

Settlement Conference.

Appearances mandatory by CourtCall.

 

TUESDAY, SEPTEMBER 29, 2020

Department 22

8:30 a.m.

 

2200773 ESTATE OF JUAN CARLOS RANCANO

Discharge Review Hearing vacated.

 

PR18000728 ESTATE OF JOYCE BEST

Account Review Hearing continued from 02/14/20, 03/24/20, 06/03/20 and 08/20/20:

  • Need Petition for Final Distribution.

Appearance by counsel mandatory by CourtCall.

 

PR19000336 ESTATE OF JESSE WASHINGTON SILVA

Account Review Hearing:

  • Need verification of PrC§12200 Status Report of Administration.

Recommend continuance to 04/27/21 as requested.
Appearance by counsel not required.

 

PR19000655 ESTATE OF FRANCIS WILLIAM HELMICK JR.

Account Review Hearing:

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

Appearance by personal representatives (pro per) mandatory by CourtCall.

 

PR19000861 ESTATE OF JOYCE ELLEN DAVIS

First and Final Account and Petition for Final Distribution.

Court file review not yet complete.  Please recheck website.

 

PR20000130 ESTATE OF WILLIAM R. THOMPSON

Inventory Review Hearing:

  • Letters issued 0313/20.  Inventory and Appraisal due 07/13/20.
  • Need Final Inventory and Appraisal.

Appearance by counsel mandatory by CourtCall.

 

PR20000235 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 and 07/17/20:

  • Objection on file.

Possible Long Cause Matter.

Appearance by counsel mandatory by CourtCall.

Attorneys were to meet and confer after last hearing.

 

PR20000490 MATTER OF BONNIE CHERIE GRIFFITH LIVING TRUST

Petition for Order Confirming Trust Asset continued from 08/20/20.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

PR20000538 ESTATE OF MICHAEL SCOTT TORRES

Petition for Letters of Administration:

  • Item 8 of petition does not include petitioner.
  • Need Letters.

Appearance by counsel mandatory by CourtCall.

 

PR20000539 ESTATE OF SERGIO VELASCO NUNO

Petition for Letters of Administration recommended for approval upon receipt of Proof of Publication.

Recommend Inventory Review Hearing 03/30/21.

Court will sign submitted order, appearance not required.

 

PR20000574 MATTER OF ANTHONY ALAN KAUFFMAN

Spousal Property Petition:

  • Need proof of notice to Department of Health Services.

Appearance by counsel mandatory by CourtCall.

 

PR20000575 ESTATE OF LESLIE WARREN TOLLEFSON

Petition for Probate and for Letters Testamentary recommended for approval.

Recommend Inventory Review Hearing 03/30/21.

Court will sign submitted order, appearance not required.


WEDNESDAY, SEPTEMBER 30, 2020

Department 22

8:30 a.m.


PR18000010 ESTATE OF AGAPITA GARCIA

Discharge Review Hearing:

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

Appearance by counsel mandatory by CourtCall.


PR19000388 ESTATE OF RUSSELL LYNN

Account Review Hearing:

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

Appearance by personal representatives (pro per) mandatory by CourtCall.

 

PR19000555 ESTATE OF DAVID ALLEN ROSE

PrC§12200 Status Report of Administration.

Recommend continuance to 01/28/21 to allow time to complete and file Petition for Final Distribution.

Appearance by counsel not required.

 

PR19000750 ESTATE OF NANCY SUZANNE CARRASCO

Account Review Hearing.

  • Petition for Final Distribution on Waiver of Account.

Court file review not yet complete.  Please recheck website.

 

PR19000770 ESTATE OF HARRY J. HOLTON

Account Review Hearing.

Recommend confirm 11/18/20 hearing on Petition for Final Distribution on Waiver of Account.

Appearance by counsel not required.

 

PR19000797 ESTATE OF JON ROSS RYERSON

Account Review Hearing:

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

Appearance by counsel mandatory by CourtCall.

 

PR19000827 ESTATE OF PHILIP BRUCE BLAKELEY

Account Review Hearing.

Recommend confirm 11/19/20 hearing on Petition for Final Distribution on Waiver of Account.

Appearance by counsel not required.

 

PR19000832 ESTATE OF AGUSTIN R. ASCENCIO

Account Review Hearing:

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

Appearance by counsel mandatory by CourtCall.

 

PR19001014 ESTATE OF NANCY A. FORMELLA

Petition for Final Distribution on Waiver of Account.

Recommend vacate 12/08/20 Account Review Hearing.

Court file review not yet complete.  Please recheck website. 


PR19001174 MATTER OF GIUSEPPA SOTTILE REVOCABLE TRUST

Status Review Hearing:

  • Re:  Compliance with Stipulation and Order on file.

Appearance by counsel mandatory by CourtCall.


PR20000134 ESTATE OF CHERYL SUZANNE COPELAND

Inventory Review Hearing:

  • Letters issued 03/17/20.  Inventory and Appraisal due 07/17/20.
  • Need Final Inventory and Appraisal.

Appearance by personal representatives (pro per) mandatory by CourtCall.


PR20000142 ESTATE OF LINDA LOUISE RAWLINS

Inventory Review Hearing.

Final Inventory and Appraisal on file.

  • Need Property Tax Certificate form completed and file as box not marked in Caption of Inventory and Appraisal.

Recommend Account Review Hearing 03/17/21.

Appearance by counsel not required. 


PR20000151 ESTATE OF JAMES EVERETT RICE

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 03/17/21.

Appearance by counsel not required.


PR20000165 ESTATE OF HELEN KATHLEEN MILLION

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 03/30/21.

Appearance by counsel not required.


PR20000399 MATTER OF BLANCA P. JIMENEZ

Related Case No. PR20000402.

Amended Spousal Property Petition:

Petitioner is not the personal representative of the deceased spouse.

Appearance by counsel mandatory by CourtCall.


PR20000402 MATTER OF JOSE R. JIMENEZ TRUST

Related Case No. PR20000399.

Petition to Instruct Trustee to Transfer Assets to the Trustee of the Trust and for an Order Authorizing and Directing the Transfer to Assets to the Trustee of the Trust.

Recommend continuance to 09/30/20 to coincide with Related Case No. PR20000399.

Appearance by counsel mandatory by CourtCall.


PR20000577 ESTATE OF JOHN L. BOSWELL JR

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

Recommend Inventory Review Hearing 03/30/21.

Court will sign submitted order, appearance not required.

Need Order and Letters.


PR20000581 ESTATE OF ALICE DARLENE LABATTE

Petition for Probate of Will and for Letters Testamentary:

  • 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.

Recommend continuance to 10/28/20 to allow time to cure defects.

Appearance by petitioner (pro per) not required.


PR20000596 ESTATE OF RONALD FORRETTE

Petition for Letters of Administration recommended for approval.

Recommend Inventory Review Hearing 03/30/21.

Court will sign submitted order, appearance not required.

Last updated: September 21, 2020 2:34 PM