December 18, 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.

THURSDAY, DECEMBER 13, 2018

 

445521 ESTATE OF CATHERINE K. SEDER

Status Review Hearing continued from 07/26/17, 12/28/17 and 06/28/18:

  • Need status re Receipts and Ex Parte Petition for Final Discharge and Order.

Appearance by counsel mandatory.

 

2200170 MATTER OF IVETTE GARCIA SPECIAL NEEDS TRUST

Account Review Hearing.

Third Account and report of Trustee and Petition for It’s Settlement; for Increase in Bond; for Approval of Trustee’s Fees Paid on Account and to be Paid; and for Authority to Pay Attorneys’ Fees and Reimburse Costs and Expenses recommended for approval.

Recommend Account Review Hearing 12/11/20.

Court will sign submitted order, appearance not required.

 

2200202 MATTER OF JEANNE S. BURKE FAMILY TRUST

Status Review Hearing.

  • Need status re administration of trust.

Appearance mandatory.

 

2200613 ESTATE OF ORVILLE TRUITT CUNNINGHAM

First and Final Account and Report and Petition for Final Distribution continued from 01/03/18, 02/07/18, 04/11/18, 05/23/18, 06/29/18 and 08/31/18.

No documents filed since prior hearings.  Prior notes remain:

  • Interest in estate passes to living issue of the person disclaiming (need “Family Tree”).
  • Need Property Tax Certificate as not marked in caption of Inventory and Appraisal.
  • Need accounting.

Appearance by counsel mandatory.

 

2201037 ESTATE OF PETER K. BERRY

Inventory Review Hearing continued from 09/20/18.

No documents filed since prior hearing.  Prior notes remain:

  • Need Letters Testamentary.
  • Need Inventory and Appraisal.
  • Need Status Report filed immediately with proof of mailing to beneficiaries.

Appearance by counsel mandatory.

 

2201041 ESTATE OF BEVERLY ANN KREGNESS

Discharge Review Hearing:

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

Recommend continuance to 01/25/19 to allow time to obtain Receipts.

Appearance by counsel not required.

 

2201280 ESTATE OF MICHAEL SCOTT LEE

Inventory Review Hearing continued from 06/13/18:

  • Letters issued 12/13/17.  Inventory and Appraisal due 04/13/18.
  • Partial No. 1 Inventory and Appraisal on file.
  • Need Final Inventory and Appraisal.

Account Review Hearing:

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

Recommend continuance to 02/26/19 to allow time to obtain signatures on Petition for Final Distribution.

Appearance by counsel not required.

 

2201365 ESTATE OF ANTHONY R. GARCIA

Inventory Review Hearing:

  • Letters issued 06/18/18.  Inventory and Appraisal due 10/18/18.
  • Need Inventory and Appraisal.

Appearance by personal representative (pro per) mandatory.

 

2201483 MATTER OF SONIA JIMENEZ REVOCABLE LIVING TRUST

Related Case No. 2200837.

Petition for Instructions Pursuant to Probate Code Section 17200 continued from 05/22/18 and 07/03/18.

Response and Objection to Petition for Instructions and Petition for Order 1) for Removal of Trustees of a Beneficiary Trust, 2) for an Accounting, 3) to Compel the Trustees to Fund the Beneficiary Trust, and 4) to Modify an Irrevocable Trust continued from 09/18/18.

  • Reply to Response and Objection and Petition for Order.

First Account and Report of Trustee and Petition for Its Approval.

  • Objection on file.
  • Reply to Objection on file.

Recommend continuance to 02/06/19 to coincide with Amended First Account and Report of Trustee and Petition for Its Approval.

Appearance by counsel not required.

 

2201479 ESTATE OF MICHAEL HAROLD WATSON

Inventory Review Hearing:

  • Letters issued 06/21/18.  Inventory and Appraisal due 10/21/18.
  • Need Inventory and Appraisal.

Appearance by counsel mandatory.

 

2201487 ESTATE OF VIRGINIA IRENE ANDERSON

Inventory Review Hearing:

  • Letters issued 06/18/18.  Inventory and Appraisal due 10/18/18.
  • Need Inventory and Appraisal.

Appearance by personal representative (pro per) mandatory.

 

2201498 ESTATE OF IRA DAWEN PARKS

Inventory Review Hearing.

Final Inventory and Appraisal on file.

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

Recommend Account Review Hearing 06/18/19.

Appearance by personal representative (pro per) not required.

 

2201502 ESTATE OF MARY ELIZABETH WEISS

Inventory Review Hearing.

Final Inventory and Appraisal on file.

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

Recommend Discharge Review Hearing 07/12/19.

Court will sign submitted order, appearance not required.

 

2201507 ESTATE OF LORAN GEORGE BURBANK

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/26/19.

Appearance by counsel not required.

 

2201514 ESTATE OF FRANK LUJAN JR

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 05/24/19.

Appearance by counsel not required.

 

PR18000042 ESTATE OF VERA SADKOVSKY

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/19/19.

Appearance by counsel not required.

 

PR1800059 ESTATE OF DOROTHY L. BYRD

Inventory Review Hearing.

Final Inventory and Appraisal on file.

Recommend Account Review Hearing 06/26/19.

Appearance by counsel not required.

 

PR18000629 MATTER OF BINKLEY FAMILY 1996 TRUST

Petition for Order Confirming Trust Assets.

Recommended for approval.

Court will sign submitted order, appearance not required.

 

FRIDAY, DECEMBER 14, 2018

 

2200023 ESTATE OF CONCEPCION GONZALEZ 

Account Review Hearing continued from 10/04/18: 

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

Appearance by counsel mandatory.

 

2201075 ESTATE OF JOSE GUADALUPE ALONZO 

Inventory Review Hearing: 

  • Letters issued 06/20/18.  Inventory and Appraisal due 10/20/18. 
  • Need Inventory and Appraisal. 

Appearance by counsel mandatory.

 

2201194 ESTATE OF GABRIEL CHAVEZ 

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

Recommend Discharge Review Hearing 07/16/19.

Court will sign submitted order, appearance not required.

 

2201256 MATTER OF JOSEPH AND CARRIE AMARAL 1995 TRUST 

First Amended Petition/Complaint filed by attorney Bruce E. Ramsey continued from 08/21/18 and 09/28/18: 

  • Need status re mediation. 

Appearance by counsel mandatory.

 

2201295 ESTATE OF EUGENE SHAW WIMBERLY 

Order to Show Cause for failure to appear. 

Inventory Review Hearing continued from 09/21/18: 

  • Letters issued 03/26/18.  Inventory and Appraisal due 07/26/18. 
  • Need Inventory and Appraisal. 

Appearance by personal representative (pro per) mandatory.

 

2201350 ESTATE OF DANIEL BARTL 

Inventory Review Hearing continued from 09/21/18: 

  • Letters issued 03/26/18.  Inventory and Appraisal due 07/26/18. 
  • Need Inventory and Appraisal. 

Appearance by counsel mandatory.

 

2201397 ESTATE OF MICHAEL HAYES 

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

Recommend Discharge Review Hearing 07/16/19. 

Court will sign submitted order, appearance not required.

 

2201407 ESTATE OF MICHAEL A. DERUOSI JR. 

Inventory Review Hearing.

Final inventory and Appraisal on file. 

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

Recommend Account Review Hearing 03/27/19. 

Appearance by counsel not required.

 

PR18000009 ESTATE OF KENNETH LEROY SNARR 

Inventory Review Hearing. 

Final Inventory and Appraisal on file. 

Recommend Account Review Hearing 06/26/19. 

Appearance by counsel not required.

 

PR18000012 ESTATE OF CATHERINE MARIE LITEL 

Inventory Review Hearing. 

Final Inventory and Appraisal on file. 

Recommend Account Review Hearing 06/25/19. 

Appearance by counsel not required.

 

PR18000095 MATTER OF NEIL HAMMOND GORDON FAMILY TRUST 

Petition to Compel Trustee to Act; Petition for Remedies for Breach of Trust; Petition for Complete Accounting continued from 07/05/18 and 10/11/18.

  • Need status re mediation.

Appearance by counsel required.

 

PR18000591 MATTER OF THE 1998 DELFINA J. PEDOTA TRUST

Petition for Order Determining Trust’s Title to Real Property.

  • Need Notice of Hearing given pursuant to PrC§851(c).
  • Need Order.

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

Appearance by counsel not required.

 

MONDAY, DECEMBER 17, 2018 

No probate matters scheduled.

Last updated: December 12, 2018 12:56 PM